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: 1,399,089 shares; 2024Q4: 1,452,343 shares; 2025Q1: 1,531,687 shares; 2025Q2: 1,584,282 shares; 2025Q3: 1,640,740 shares 1,640,740 $1.1B 23.34% +56,458 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: 910,199 shares; 2024Q4: 914,206 shares; 2025Q1: 932,050 shares; 2025Q2: 918,300 shares; 2025Q3: 901,926 shares 901,926 $168M 3.58% -16,374 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: 310,956 shares; 2024Q4: 339,592 shares; 2025Q1: 314,831 shares; 2025Q2: 316,504 shares; 2025Q3: 321,516 shares 321,516 $167M 3.54% +5,012 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: 610,726 shares; 2024Q4: 610,413 shares; 2025Q1: 609,310 shares; 2025Q2: 594,477 shares; 2025Q3: 604,495 shares 604,495 $154M 3.27% +10,018 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,478,951 shares; 2024Q4: 1,756,962 shares; 2025Q1: 1,809,076 shares; 2025Q2: 1,784,687 shares; 2025Q3: 1,769,056 shares 1,769,056 $149M 3.17% -15,631 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,148 shares; 2024Q4: 106,858 shares; 2025Q1: 137,963 shares; 2025Q2: 154,561 shares; 2025Q3: 210,957 shares 210,957 $127M 2.69% +56,396 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: 520,965 shares; 2024Q4: 526,151 shares; 2025Q1: 521,038 shares; 2025Q2: 525,922 shares; 2025Q3: 527,482 shares 527,482 $116M 2.46% +1,560 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: 454,865 shares; 2024Q4: 464,806 shares; 2025Q1: 468,576 shares; 2025Q2: 467,293 shares; 2025Q3: 462,358 shares 462,358 $112M 2.39% -4,935 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 2,194,772 shares; 2025Q3: 3,230,629 shares 3,230,629 $106M 2.26% +1,035,857 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,010,998 shares; 2024Q4: 1,050,835 shares; 2025Q1: 1,095,194 shares; 2025Q2: 1,154,291 shares; 2025Q3: 1,186,632 shares 1,186,632 $86.4M 1.83% +32,341 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: 99,637 shares; 2024Q4: 59,430 shares; 2025Q1: 97,949 shares; 2025Q2: 97,949 shares; 2025Q3: 115,137 shares 115,137 $76.7M 1.63% +17,188 Timeline ALTI ALTI GLOBAL INC More: the full row for ALTI GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,318,581 shares; 2024Q4: 19,318,581 shares; 2025Q1: 19,318,581 shares; 2025Q2: 19,318,581 shares; 2025Q3: 20,841,870 shares 20,841,870 $74.2M 1.58% +1,523,289 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 524,778 shares; 2024Q4: 535,550 shares; 2025Q1: 532,710 shares; 2025Q2: 525,698 shares; 2025Q3: 525,931 shares 525,931 $72.7M 1.54% +233 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: 239,294 shares; 2024Q4: 248,899 shares; 2025Q1: 210,586 shares; 2025Q2: 207,993 shares; 2025Q3: 204,812 shares 204,812 $64.6M 1.37% -3,181 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 916,004 shares; 2024Q4: 928,853 shares; 2025Q1: 937,050 shares; 2025Q2: 940,326 shares; 2025Q3: 956,487 shares 956,487 $59.2M 1.26% +16,161 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: 100,046 shares; 2024Q4: 100,232 shares; 2025Q1: 80,272 shares; 2025Q2: 79,609 shares; 2025Q3: 79,832 shares 79,832 $58.6M 1.25% +223 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: 175,258 shares; 2024Q4: 178,089 shares; 2025Q1: 179,437 shares; 2025Q2: 171,818 shares; 2025Q3: 170,477 shares 170,477 $56.2M 1.2% -1,341 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: 275,305 shares; 2024Q4: 240,289 shares; 2025Q1: 229,187 shares; 2025Q2: 230,760 shares; 2025Q3: 227,469 shares 227,469 $55.4M 1.18% -3,291 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: 92,698 shares; 2024Q4: 104,334 shares; 2025Q1: 102,110 shares; 2025Q2: 105,959 shares; 2025Q3: 108,305 shares 108,305 $48.2M 1.02% +2,346 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: 198,593 shares; 2024Q4: 198,855 shares; 2025Q1: 131,302 shares; 2025Q2: 130,872 shares; 2025Q3: 130,352 shares 130,352 $43.3M 0.92% -520 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: 114,982 shares; 2024Q4: 117,691 shares; 2025Q1: 107,826 shares; 2025Q2: 112,143 shares; 2025Q3: 113,487 shares 113,487 $38.7M 0.82% +1,344 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: 80,140 shares; 2024Q4: 81,871 shares; 2025Q1: 65,983 shares; 2025Q2: 66,267 shares; 2025Q3: 65,082 shares 65,082 $37M 0.79% -1,185 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,437 shares; 2024Q4: 8,437 shares; 2025Q1: 26,364 shares; 2025Q2: 13,500 shares; 2025Q3: 55,054 shares 55,054 $33.7M 0.72% +41,554 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: 49,772 shares; 2024Q4: 50,919 shares; 2025Q1: 58,452 shares; 2025Q2: 63,508 shares; 2025Q3: 66,568 shares 66,568 $33.5M 0.71% +3,060 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,625 shares; 2024Q4: 65,968 shares; 2025Q1: 66,088 shares; 2025Q2: 66,164 shares; 2025Q3: 65,968 shares 65,968 $31.3M 0.67% -196 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,399 shares; 2024Q4: 118,402 shares; 2025Q1: 128,418 shares; 2025Q2: 114,951 shares; 2025Q3: 109,007 shares 109,007 $30.7M 0.65% -5,944 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: 37,133 shares; 2024Q4: 37,877 shares; 2025Q1: 39,201 shares; 2025Q2: 40,499 shares; 2025Q3: 39,590 shares 39,590 $30.2M 0.64% -909 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 282,300 shares; 2024Q4: 300,647 shares; 2025Q1: 306,419 shares; 2025Q2: 319,129 shares; 2025Q3: 342,489 shares 342,489 $28.4M 0.6% +23,360 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: 253,037 shares; 2024Q4: 253,987 shares; 2025Q1: 166,271 shares; 2025Q2: 163,891 shares; 2025Q3: 164,342 shares 164,342 $26.7M 0.57% +451 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: 52,860 shares; 2024Q4: 50,813 shares; 2025Q1: 58,033 shares; 2025Q2: 74,049 shares; 2025Q3: 75,618 shares 75,618 $26.1M 0.55% +1,569 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: 137,204 shares; 2024Q4: 132,677 shares; 2025Q1: 141,306 shares; 2025Q2: 133,221 shares; 2025Q3: 131,612 shares 131,612 $24.4M 0.52% -1,609 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: 19,439 shares; 2024Q4: 19,639 shares; 2025Q1: 19,989 shares; 2025Q2: 19,859 shares; 2025Q3: 20,109 shares 20,109 $24.1M 0.51% +250 Timeline CRBN 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: 104,015 shares; 2024Q4: 103,015 shares; 2025Q1: 103,015 shares; 2025Q2: 99,015 shares; 2025Q3: 102,515 shares 102,515 $23.3M 0.49% +3,500 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,484 shares; 2024Q4: 47,764 shares; 2025Q1: 47,764 shares; 2025Q2: 47,764 shares; 2025Q3: 47,764 shares 47,764 $22.8M 0.48% 0 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: 101,171 shares; 2024Q4: 95,560 shares; 2025Q1: 97,443 shares; 2025Q2: 95,051 shares; 2025Q3: 94,649 shares 94,649 $21.9M 0.47% -402 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: 192,312 shares; 2024Q4: 192,204 shares; 2025Q1: 189,676 shares; 2025Q2: 189,323 shares; 2025Q3: 189,371 shares 189,371 $21.7M 0.46% +48 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 339,839 shares; 2024Q4: 353,133 shares; 2025Q1: 364,094 shares; 2025Q2: 374,750 shares; 2025Q3: 383,216 shares 383,216 $20.5M 0.43% +8,466 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: 22,226 shares; 2024Q4: 22,357 shares; 2025Q1: 20,919 shares; 2025Q2: 20,949 shares; 2025Q3: 21,903 shares 21,903 $20.3M 0.43% +954 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: 162,300 shares; 2024Q4: 164,290 shares; 2025Q1: 164,420 shares; 2025Q2: 189,744 shares; 2025Q3: 189,744 shares 189,744 $19.6M 0.42% 0 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: 66,370 shares; 2024Q4: 67,353 shares; 2025Q1: 64,494 shares; 2025Q2: 64,408 shares; 2025Q3: 63,646 shares 63,646 $19.3M 0.41% -762 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,132 shares; 2024Q4: 341,492 shares; 2025Q1: 346,097 shares; 2025Q2: 346,097 shares; 2025Q3: 346,097 shares 346,097 $18.8M 0.4% 0 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: 730,386 shares; 2024Q4: 734,856 shares; 2025Q1: 734,856 shares; 2025Q2: 734,856 shares; 2025Q3: 734,856 shares 734,856 $18.7M 0.4% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162 shares; 2024Q4: 183,416 shares; 2025Q1: 230,365 shares; 2025Q2: 46 shares; 2025Q3: 136,810 shares 136,810 $18M 0.38% +136,764 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: 164,845 shares; 2024Q4: 173,185 shares; 2025Q1: 212,335 shares; 2025Q2: 206,925 shares; 2025Q3: 206,925 shares 206,925 $17.3M 0.37% 0 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: 77,869 shares; 2024Q4: 149,572 shares; 2025Q1: 119,231 shares; 2025Q2: 261,009 shares; 2025Q3: 176,862 shares 176,862 $17.3M 0.37% -84,147 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,567 shares; 2024Q4: 74,113 shares; 2025Q1: 64,807 shares; 2025Q2: 80,129 shares; 2025Q3: 106,201 shares 106,201 $17.2M 0.37% +26,072 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: 250,354 shares; 2024Q4: 280,290 shares; 2025Q1: 263,268 shares; 2025Q2: 242,237 shares; 2025Q3: 250,879 shares 250,879 $17.2M 0.36% +8,642 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: 322,344 shares; 2024Q4: 325,244 shares; 2025Q1: 335,080 shares; 2025Q2: 332,835 shares; 2025Q3: 331,935 shares 331,935 $17.1M 0.36% -900 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,964 shares; 2024Q4: 21,204 shares; 2025Q1: 21,204 shares; 2025Q2: 20,950 shares; 2025Q3: 21,297 shares 21,297 $17M 0.36% +347 Timeline FXI 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: 336,540 shares; 2024Q4: 361,655 shares; 2025Q1: 377,528 shares; 2025Q2: 392,373 shares; 2025Q3: 410,734 shares 410,734 $16.9M 0.36% +18,361 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: 34,035 shares; 2024Q4: 34,635 shares; 2025Q1: 34,681 shares; 2025Q2: 38,075 shares; 2025Q3: 41,291 shares 41,291 $16.7M 0.36% +3,216 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,022 shares; 2024Q4: 20,192 shares; 2025Q1: 24,522 shares; 2025Q2: 32,471 shares; 2025Q3: 34,392 shares 34,392 $16.7M 0.35% +1,921 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: 106,487 shares; 2024Q4: 106,691 shares; 2025Q1: 109,897 shares; 2025Q2: 104,039 shares; 2025Q3: 103,190 shares 103,190 $15.9M 0.34% -849 Timeline SPYX 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: 293,508 shares; 2024Q4: 273,508 shares; 2025Q1: 273,508 shares; 2025Q2: 273,508 shares; 2025Q3: 282,008 shares 282,008 $15.5M 0.33% +8,500 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,201 shares; 2024Q4: 65,201 shares; 2025Q1: 65,201 shares; 2025Q2: 65,201 shares; 2025Q3: 65,201 shares 65,201 $15.4M 0.33% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,386 shares; 2024Q4: 44,501 shares; 2025Q1: 45,269 shares; 2025Q2: 47,492 shares; 2025Q3: 49,640 shares 49,640 $14.9M 0.32% +2,148 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,450 shares; 2024Q4: 173,680 shares; 2025Q1: 192,416 shares; 2025Q2: 191,541 shares; 2025Q3: 197,123 shares 197,123 $14.9M 0.32% +5,582 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,054 shares; 2024Q4: 33,584 shares; 2025Q1: 32,959 shares; 2025Q2: 245 shares; 2025Q3: 56,605 shares 56,605 $14.4M 0.31% +56,360 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,056 shares; 2024Q4: 140,766 shares; 2025Q1: 140,684 shares; 2025Q2: 141,262 shares; 2025Q3: 139,860 shares 139,860 $14.2M 0.3% -1,402 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,377 shares; 2024Q4: 87,997 shares; 2025Q1: 87,997 shares; 2025Q2: 85,567 shares; 2025Q3: 88,907 shares 88,907 $14.1M 0.3% +3,340 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: 6,300 shares; 2024Q4: 6,300 shares; 2025Q1: 3,590 shares; 2025Q2: 77,185 shares; 2025Q3: 77,185 shares 77,185 $14.1M 0.3% 0 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: not reported; 2024Q4: not reported; 2025Q1: 277,000 shares; 2025Q2: 277,000 shares; 2025Q3: 277,000 shares 277,000 $14M 0.3% 0 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: not reported; 2024Q4: 1,848 shares; 2025Q1: 2,969 shares; 2025Q2: 79,591 shares; 2025Q3: 80,354 shares 80,354 $13.5M 0.29% +763 Timeline BKF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 274,856 shares; 2024Q4: 284,078 shares; 2025Q1: 290,003 shares; 2025Q2: 292,052 shares; 2025Q3: 297,584 shares 297,584 $13.5M 0.29% +5,532 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: 26,097 shares; 2024Q4: 26,661 shares; 2025Q1: 23,894 shares; 2025Q2: 23,171 shares; 2025Q3: 37,721 shares 37,721 $13.3M 0.28% +14,550 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,748 shares; 2025Q1: 11,025 shares; 2025Q2: 11,119 shares; 2025Q3: 10,949 shares 10,949 $12.8M 0.27% -170 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 565,795 shares; 2024Q4: 662,705 shares; 2025Q1: 725,805 shares; 2025Q2: 761,908 shares; 2025Q3: 782,877 shares 782,877 $12.1M 0.26% +20,969 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: 57,059 shares; 2024Q4: 56,510 shares; 2025Q1: 57,958 shares; 2025Q2: 53,555 shares; 2025Q3: 49,851 shares 49,851 $11.8M 0.25% -3,704 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: 41,342 shares; 2024Q4: 38,306 shares; 2025Q1: 38,306 shares; 2025Q2: 38,306 shares; 2025Q3: 41,346 shares 41,346 $11.7M 0.25% +3,040 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,885 shares; 2024Q4: 50,885 shares; 2025Q1: 50,549 shares; 2025Q2: 48,711 shares; 2025Q3: 48,711 shares 48,711 $11.7M 0.25% 0 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: 82,405 shares; 2024Q4: 73,949 shares; 2025Q1: 91,443 shares; 2025Q2: 109,724 shares; 2025Q3: 86,499 shares 86,499 $11.6M 0.25% -23,225 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,961 shares; 2024Q4: 30,201 shares; 2025Q1: 35,484 shares; 2025Q2: 59,579 shares; 2025Q3: 59,889 shares 59,889 $11.5M 0.24% +310 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: 5,372 shares; 2024Q4: 3,231 shares; 2025Q1: 17,365 shares; 2025Q2: 20,780 shares; 2025Q3: 25,680 shares 25,680 $11.5M 0.24% +4,900 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: 76,287 shares; 2024Q4: 68,721 shares; 2025Q1: 68,763 shares; 2025Q2: 107,616 shares; 2025Q3: 68,925 shares 68,925 $11.5M 0.24% -38,691 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: 11,517 shares; 2024Q4: 12,225 shares; 2025Q1: 15,231 shares; 2025Q2: 37,807 shares; 2025Q3: 40,213 shares 40,213 $11.3M 0.24% +2,406 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,190 shares; 2024Q4: 121,190 shares; 2025Q1: 121,190 shares; 2025Q2: 121,190 shares; 2025Q3: 121,190 shares 121,190 $10.9M 0.23% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,873 shares; 2024Q4: 86,977 shares; 2025Q1: 82,468 shares; 2025Q2: 82,658 shares; 2025Q3: 82,658 shares 82,658 $10.8M 0.23% 0 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: 17,007 shares; 2024Q4: 17,343 shares; 2025Q1: 16,892 shares; 2025Q2: 14,727 shares; 2025Q3: 15,529 shares 15,529 $10.6M 0.23% +802 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,872 shares; 2024Q4: 6,872 shares; 2025Q1: 62,613 shares; 2025Q2: 55,741 shares; 2025Q3: 55,741 shares 55,741 $10.4M 0.22% 0 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,300 shares; 2025Q2: 37,300 shares; 2025Q3: 37,300 shares 37,300 $10.1M 0.22% 0 Timeline GHYG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,343 shares; 2024Q4: 210,201 shares; 2025Q1: 214,389 shares; 2025Q2: 211,863 shares; 2025Q3: 214,572 shares 214,572 $9.99M 0.21% +2,709 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,637 shares; 2024Q4: 47,698 shares; 2025Q1: 40,484 shares; 2025Q2: 40,484 shares; 2025Q3: 40,484 shares 40,484 $9.95M 0.21% 0 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: 43,096 shares; 2024Q4: 44,066 shares; 2025Q1: 43,636 shares; 2025Q2: 43,636 shares; 2025Q3: 70,510 shares 70,510 $9.9M 0.21% +26,874 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: 21,810 shares; 2024Q4: 21,810 shares; 2025Q1: 24,510 shares; 2025Q2: 54,510 shares; 2025Q3: 54,510 shares 54,510 $9.74M 0.21% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,067 shares; 2024Q4: 10,356 shares; 2025Q1: 48,768 shares; 2025Q2: 45,855 shares; 2025Q3: 43,654 shares 43,654 $9.64M 0.2% -2,201 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: 334,308 shares; 2024Q4: 339,778 shares; 2025Q1: 339,778 shares; 2025Q2: 338,198 shares; 2025Q3: 338,198 shares 338,198 $9.55M 0.2% 0 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: 51,425 shares; 2024Q4: 53,196 shares; 2025Q1: 51,425 shares; 2025Q2: 51,425 shares; 2025Q3: 50,278 shares 50,278 $9.44M 0.2% -1,147 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,154 shares; 2024Q4: 2,154 shares; 2025Q1: 2,229 shares; 2025Q2: 2,289 shares; 2025Q3: 2,199 shares 2,199 $9.43M 0.2% -90 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: 36,991 shares; 2024Q4: 37,695 shares; 2025Q1: 35,655 shares; 2025Q2: 30,000 shares; 2025Q3: 32,046 shares 32,046 $9.41M 0.2% +2,046 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: 26,089 shares; 2024Q4: 24,001 shares; 2025Q1: 23,947 shares; 2025Q2: 23,935 shares; 2025Q3: 23,921 shares 23,921 $9.37M 0.2% -14 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,686 shares; 2024Q4: 37,096 shares; 2025Q1: 37,096 shares; 2025Q2: 37,096 shares; 2025Q3: 37,096 shares 37,096 $9.32M 0.2% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,460 shares; 2024Q4: 34,526 shares; 2025Q1: 32,720 shares; 2025Q2: 32,720 shares; 2025Q3: 32,720 shares 32,720 $9.24M 0.2% 0 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: 141,310 shares; 2024Q4: 132,907 shares; 2025Q1: 132,037 shares; 2025Q2: 130,874 shares; 2025Q3: 132,037 shares 132,037 $9.21M 0.2% +1,163 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 250 shares; 2025Q1: 61,291 shares; 2025Q2: 60,580 shares; 2025Q3: 60,646 shares 60,646 $9.01M 0.19% +66 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,574 shares; 2024Q4: 108,964 shares; 2025Q1: 107,574 shares; 2025Q2: 108,264 shares; 2025Q3: 106,644 shares 106,644 $8.78M 0.19% -1,620 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: 10,692 shares; 2024Q4: 8,579 shares; 2025Q1: 8,781 shares; 2025Q2: 90,875 shares; 2025Q3: 90,478 shares 90,478 $8.64M 0.18% -397 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,618 shares; 2024Q4: 109,618 shares; 2025Q1: 108,378 shares; 2025Q2: 108,378 shares; 2025Q3: 108,378 shares 108,378 $8.51M 0.18% 0 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: 133,278 shares; 2024Q4: 124,820 shares; 2025Q1: 103,076 shares; 2025Q2: 104,083 shares; 2025Q3: 100,714 shares 100,714 $8.45M 0.18% -3,369 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,862 shares; 2024Q4: 50,712 shares; 2025Q1: 51,702 shares; 2025Q2: 56,272 shares; 2025Q3: 50,282 shares 50,282 $8.41M 0.18% -5,990 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 135,050 shares; 2025Q1: 135,050 shares; 2025Q2: 125,050 shares; 2025Q3: 126,550 shares 126,550 $8.34M 0.18% +1,500 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 152,807 shares; 2025Q3: 152,807 shares 152,807 $8.31M 0.18% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,760 shares; 2024Q4: 137,760 shares; 2025Q1: 131,260 shares; 2025Q2: 107,760 shares; 2025Q3: 107,560 shares 107,560 $8.22M 0.17% -200 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,757 shares; 2024Q4: 16,757 shares; 2025Q1: 16,757 shares; 2025Q2: 16,757 shares; 2025Q3: 16,757 shares 16,757 $8.16M 0.17% 0 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: 17,711 shares; 2024Q4: 17,951 shares; 2025Q1: 17,951 shares; 2025Q2: 17,431 shares; 2025Q3: 17,431 shares 17,431 $7.97M 0.17% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,523 shares; 2025Q1: 170 shares; 2025Q2: not reported; 2025Q3: 12,948 shares 12,948 $7.96M 0.17% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,421 shares; 2024Q4: 70,879 shares; 2025Q1: 49,162 shares; 2025Q2: 41,421 shares; 2025Q3: 40,186 shares 40,186 $7.89M 0.17% -1,235 Timeline XME 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: 83,570 shares; 2024Q4: 77,070 shares; 2025Q1: 86,570 shares; 2025Q2: 101,070 shares; 2025Q3: 84,270 shares 84,270 $7.85M 0.17% -16,800 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,477 shares; 2024Q4: 158,197 shares; 2025Q1: 158,197 shares; 2025Q2: 158,015 shares; 2025Q3: 174,015 shares 174,015 $7.83M 0.17% +16,000 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,415 shares; 2024Q4: 95,215 shares; 2025Q1: 100,891 shares; 2025Q2: 95,665 shares; 2025Q3: 97,345 shares 97,345 $7.78M 0.17% +1,680 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,620 shares; 2025Q1: 5,272 shares; 2025Q2: 2,320 shares; 2025Q3: 23,860 shares 23,860 $7.72M 0.16% +21,540 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: 15,682 shares; 2024Q4: 15,060 shares; 2025Q1: 15,822 shares; 2025Q2: 15,352 shares; 2025Q3: 15,552 shares 15,552 $7.54M 0.16% +200 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: 2,790 shares; 2024Q4: 2,433 shares; 2025Q1: 9,375 shares; 2025Q2: 7,245 shares; 2025Q3: 8,164 shares 8,164 $7.51M 0.16% +919 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: 51,525 shares; 2024Q4: 37,560 shares; 2025Q1: 32,877 shares; 2025Q2: 31,707 shares; 2025Q3: 31,707 shares 31,707 $7.49M 0.16% 0 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: 167,941 shares; 2024Q4: 163,121 shares; 2025Q1: 167,942 shares; 2025Q2: 165,057 shares; 2025Q3: 112,669 shares 112,669 $7.47M 0.16% -52,388 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,002 shares; 2024Q4: 147,002 shares; 2025Q1: 180,591 shares; 2025Q2: 187,060 shares; 2025Q3: 189,779 shares 189,779 $7.44M 0.16% +2,719 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,125 shares; 2024Q4: 36,225 shares; 2025Q1: 38,225 shares; 2025Q2: 51,025 shares; 2025Q3: 56,025 shares 56,025 $7.41M 0.16% +5,000 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: 96,670 shares; 2024Q4: 83,097 shares; 2025Q1: 82,116 shares; 2025Q2: 79,713 shares; 2025Q3: 77,070 shares 77,070 $7.34M 0.16% -2,643 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,948 shares; 2024Q4: 40,264 shares; 2025Q1: 33,131 shares; 2025Q2: 19,774 shares; 2025Q3: 21,394 shares 21,394 $7.04M 0.15% +1,620 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,141 shares; 2024Q4: 25,085 shares; 2025Q1: 24,989 shares; 2025Q2: 24,989 shares; 2025Q3: 24,367 shares 24,367 $7.02M 0.15% -622 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,239 shares; 2024Q4: 211,035 shares; 2025Q1: 193,239 shares; 2025Q2: 193,239 shares; 2025Q3: 193,239 shares 193,239 $6.86M 0.15% 0 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,000 shares 39,000 $6.86M 0.15% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,858 shares; 2024Q4: 165,595 shares; 2025Q1: 199,818 shares; 2025Q2: 45,454 shares; 2025Q3: 197,299 shares 197,299 $6.78M 0.14% +151,845 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: 115,961 shares; 2024Q4: 115,665 shares; 2025Q1: 114,801 shares; 2025Q2: 118,446 shares; 2025Q3: 105,775 shares 105,775 $6.61M 0.14% -12,671 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,081 shares; 2024Q4: 5,052 shares; 2025Q1: 5,042 shares; 2025Q2: 5,025 shares; 2025Q3: 6,063 shares 6,063 $6.54M 0.14% +1,038 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: 34,222 shares; 2024Q4: 31,549 shares; 2025Q1: 31,168 shares; 2025Q2: 19,934 shares; 2025Q3: 22,634 shares 22,634 $6.32M 0.13% +2,700 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46,276 shares; 2025Q1: 49,296 shares; 2025Q2: 43,276 shares; 2025Q3: 43,276 shares 43,276 $6.31M 0.13% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,218 shares; 2024Q4: 108,835 shares; 2025Q1: 108,986 shares; 2025Q2: 54,777 shares; 2025Q3: 54,777 shares 54,777 $6.27M 0.13% 0 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: 35,030 shares; 2024Q4: 36,094 shares; 2025Q1: 33,840 shares; 2025Q2: 23,785 shares; 2025Q3: 25,290 shares 25,290 $6.24M 0.13% +1,505 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,427 shares; 2024Q4: 37,735 shares; 2025Q1: 41,900 shares; 2025Q2: 45,284 shares; 2025Q3: 49,498 shares 49,498 $6.23M 0.13% +4,214 Timeline PBW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,068 shares; 2024Q4: 219,068 shares; 2025Q1: 219,068 shares; 2025Q2: 264,068 shares; 2025Q3: 214,068 shares 214,068 $6.18M 0.13% -50,000 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,051 shares; 2024Q4: 36,558 shares; 2025Q1: 36,577 shares; 2025Q2: 34,955 shares; 2025Q3: 31,125 shares 31,125 $6.17M 0.13% -3,830 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,396 shares; 2024Q4: 7,405 shares; 2025Q1: 7,405 shares; 2025Q2: 11,945 shares; 2025Q3: 12,245 shares 12,245 $6M 0.13% +300 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: 79,254 shares; 2024Q4: 83,011 shares; 2025Q1: 82,906 shares; 2025Q2: 77,377 shares; 2025Q3: 77,714 shares 77,714 $5.86M 0.12% +337 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: 69,459 shares; 2024Q4: 70,119 shares; 2025Q1: 69,328 shares; 2025Q2: 68,087 shares; 2025Q3: 67,936 shares 67,936 $5.67M 0.12% -151 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: 198,395 shares; 2024Q4: 197,575 shares; 2025Q1: 49,360 shares; 2025Q2: 49,360 shares; 2025Q3: 49,360 shares 49,360 $5.57M 0.12% 0 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: 77,000 shares; 2025Q2: 77,000 shares; 2025Q3: 77,000 shares 77,000 $5.56M 0.12% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,938 shares; 2024Q4: 11,594 shares; 2025Q1: 13,009 shares; 2025Q2: 3,230 shares; 2025Q3: 26,737 shares 26,737 $5.47M 0.12% +23,507 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: 177,300 shares; 2024Q4: 179,428 shares; 2025Q1: 179,558 shares; 2025Q2: 173,313 shares; 2025Q3: 173,313 shares 173,313 $5.45M 0.12% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,309 shares; 2024Q4: 138,885 shares; 2025Q1: 94,326 shares; 2025Q2: 94,900 shares; 2025Q3: 160,025 shares 160,025 $5.37M 0.11% +65,125 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: 1,571 shares; 2024Q4: 1,571 shares; 2025Q1: 1,571 shares; 2025Q2: 2,227 shares; 2025Q3: 2,227 shares 2,227 $5.2M 0.11% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,590 shares; 2024Q4: 8,590 shares; 2025Q1: 8,590 shares; 2025Q2: 10,090 shares; 2025Q3: 10,090 shares 10,090 $4.81M 0.1% 0 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: 25,512 shares; 2024Q4: 25,512 shares; 2025Q1: 25,512 shares; 2025Q2: 56,052 shares; 2025Q3: 56,052 shares 56,052 $4.73M 0.1% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,760 shares; 2024Q4: 40,760 shares; 2025Q1: 37,760 shares; 2025Q2: 37,760 shares; 2025Q3: 37,760 shares 37,760 $4.67M 0.1% 0 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM 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: 7,000 shares; 2025Q3: 28,685 shares 28,685 $4.67M 0.1% +21,685 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,259 shares; 2024Q4: 14,477 shares; 2025Q1: 13,857 shares; 2025Q2: 13,838 shares; 2025Q3: 13,857 shares 13,857 $4.48M 0.1% +19 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,240 shares; 2024Q4: 39,547 shares; 2025Q1: 25,587 shares; 2025Q2: 28,015 shares; 2025Q3: 24,710 shares 24,710 $4.42M 0.09% -3,305 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,318 shares; 2024Q4: 101,287 shares; 2025Q1: 100,124 shares; 2025Q2: 94,623 shares; 2025Q3: 94,033 shares 94,033 $4.24M 0.09% -590 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,229 shares; 2024Q4: 38,867 shares; 2025Q1: 38,867 shares; 2025Q2: 38,779 shares; 2025Q3: 38,779 shares 38,779 $4.23M 0.09% 0 Timeline FER FERROVIAL NV More: the full row for FERROVIAL NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,653 shares; 2024Q4: 72,685 shares; 2025Q1: 72,685 shares; 2025Q2: 72,703 shares; 2025Q3: 72,703 shares 72,703 $4.17M 0.09% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,783 shares; 2024Q4: 4,872 shares; 2025Q1: 4,783 shares; 2025Q2: 5,969 shares; 2025Q3: 8,260 shares 8,260 $4.08M 0.09% +2,291 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: not reported; 2024Q4: not reported; 2025Q1: 255,000 shares; 2025Q2: 255,000 shares; 2025Q3: 255,000 shares 255,000 $4.06M 0.09% 0 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,933 shares; 2025Q3: 18,203 shares 18,203 $4.05M 0.09% +3,270 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,822 shares; 2024Q4: 11,822 shares; 2025Q1: 10,822 shares; 2025Q2: 10,822 shares; 2025Q3: 18,344 shares 18,344 $4.03M 0.09% +7,522 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,332 shares; 2024Q4: 19,375 shares; 2025Q1: 16,332 shares; 2025Q2: 25,094 shares; 2025Q3: 25,094 shares 25,094 $3.95M 0.08% 0 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 590,000 shares; 2025Q2: 590,000 shares; 2025Q3: 590,000 shares 590,000 $3.95M 0.08% 0 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: 78,197 shares; 2025Q3: 122,250 shares 122,250 $3.93M 0.08% +44,053 Timeline ATKR ATKORE INC More: the full row for ATKORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,273 shares; 2024Q4: 62,273 shares; 2025Q1: 62,273 shares; 2025Q2: 62,273 shares; 2025Q3: 62,273 shares 62,273 $3.91M 0.08% 0 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,610 shares; 2024Q4: 9,610 shares; 2025Q1: 9,010 shares; 2025Q2: 28,611 shares; 2025Q3: 27,061 shares 27,061 $3.81M 0.08% -1,550 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,149 shares; 2024Q4: 42,149 shares; 2025Q1: 56,259 shares; 2025Q2: 76,387 shares; 2025Q3: 76,387 shares 76,387 $3.72M 0.08% 0 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,030 shares; 2025Q2: 8,308 shares; 2025Q3: 5,175 shares 5,175 $3.72M 0.08% -3,133 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 220,000 shares; 2025Q2: 220,000 shares; 2025Q3: 220,000 shares 220,000 $3.68M 0.08% 0 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,960 shares; 2024Q4: 13,960 shares; 2025Q1: 13,960 shares; 2025Q2: 13,960 shares; 2025Q3: 13,960 shares 13,960 $3.63M 0.08% 0 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,957 shares; 2024Q4: 7,772 shares; 2025Q1: 2,919 shares; 2025Q2: 2,180 shares; 2025Q3: 11,404 shares 11,404 $3.54M 0.08% +9,224 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,594 shares; 2024Q4: 2,594 shares; 2025Q1: 2,594 shares; 2025Q2: 2,594 shares; 2025Q3: 2,594 shares 2,594 $3.42M 0.07% 0 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: 64,463 shares; 2024Q4: 65,483 shares; 2025Q1: 18,722 shares; 2025Q2: 18,722 shares; 2025Q3: 18,812 shares 18,812 $2.92M 0.06% +90 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,000 shares; 2024Q4: 29,404 shares; 2025Q1: 29,000 shares; 2025Q2: 29,000 shares; 2025Q3: 29,000 shares 29,000 $2.86M 0.06% 0 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,249 shares; 2024Q4: 6,249 shares; 2025Q1: 6,249 shares; 2025Q2: 10,960 shares; 2025Q3: 10,960 shares 10,960 $2.81M 0.06% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,935 shares; 2024Q4: 2,935 shares; 2025Q1: 2,935 shares; 2025Q2: 2,925 shares; 2025Q3: 2,935 shares 2,935 $2.8M 0.06% +10 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,050 shares; 2024Q4: 12,050 shares; 2025Q1: 12,050 shares; 2025Q2: 15,985 shares; 2025Q3: 15,985 shares 15,985 $2.73M 0.06% 0 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: 12,585 shares; 2024Q4: 12,585 shares; 2025Q1: 12,585 shares; 2025Q2: 12,585 shares; 2025Q3: 17,503 shares 17,503 $2.66M 0.06% +4,918 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 3,687 shares; 2025Q1: 2,730 shares; 2025Q2: 4,740 shares; 2025Q3: 27,106 shares 27,106 $2.62M 0.06% +22,366 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: 4,075 shares; 2024Q4: 4,075 shares; 2025Q1: 4,075 shares; 2025Q2: 4,575 shares; 2025Q3: 4,575 shares 4,575 $2.6M 0.06% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,831 shares; 2024Q4: 8,831 shares; 2025Q1: 8,831 shares; 2025Q2: 8,831 shares; 2025Q3: 11,333 shares 11,333 $2.58M 0.05% +2,502 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 309 shares; 2024Q4: 309 shares; 2025Q1: 309 shares; 2025Q2: 309 shares; 2025Q3: 309 shares 309 $2.48M 0.05% 0 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,863 shares; 2024Q4: 9,961 shares; 2025Q1: 8,863 shares; 2025Q2: 8,023 shares; 2025Q3: 8,023 shares 8,023 $2.47M 0.05% 0 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,830 shares; 2024Q4: 46,830 shares; 2025Q1: 45,000 shares; 2025Q2: 45,000 shares; 2025Q3: 45,000 shares 45,000 $2.44M 0.05% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,423 shares; 2024Q4: 16,423 shares; 2025Q1: 19,453 shares; 2025Q2: 16,423 shares; 2025Q3: 16,423 shares 16,423 $2.42M 0.05% 0 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,545 shares; 2024Q4: 28,545 shares; 2025Q1: 28,545 shares; 2025Q2: 28,545 shares; 2025Q3: 28,545 shares 28,545 $2.36M 0.05% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,741 shares; 2024Q4: 25,741 shares; 2025Q1: 25,741 shares; 2025Q2: 25,741 shares; 2025Q3: 23,502 shares 23,502 $2.31M 0.05% -2,239 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,180 shares; 2024Q4: 49,180 shares; 2025Q1: 49,180 shares; 2025Q2: 49,180 shares; 2025Q3: 49,180 shares 49,180 $2.21M 0.05% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,694 shares; 2024Q4: 40,694 shares; 2025Q1: 40,694 shares; 2025Q2: 40,694 shares; 2025Q3: 36,084 shares 36,084 $2.15M 0.05% -4,610 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,218 shares; 2024Q4: 3,218 shares; 2025Q1: 3,218 shares; 2025Q2: 3,602 shares; 2025Q3: 3,626 shares 3,626 $2.12M 0.05% +24 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,073 shares; 2024Q4: 18,073 shares; 2025Q1: 18,073 shares; 2025Q2: 18,073 shares; 2025Q3: 18,073 shares 18,073 $2.1M 0.04% 0 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: not reported; 2025Q3: 33,589 shares 33,589 $2.03M 0.04% new Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,110 shares; 2024Q4: 8,000 shares; 2025Q1: 12,015 shares; 2025Q2: 8,960 shares; 2025Q3: 15,310 shares 15,310 $1.99M 0.04% +6,350 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,800 shares; 2024Q4: 56,800 shares; 2025Q1: 56,800 shares; 2025Q2: 56,800 shares; 2025Q3: 56,800 shares 56,800 $1.97M 0.04% 0 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,061 shares; 2024Q4: 56,993 shares; 2025Q1: 59,695 shares; 2025Q2: 59,851 shares; 2025Q3: 62,756 shares 62,756 $1.95M 0.04% +2,905 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,922 shares; 2024Q4: 6,922 shares; 2025Q1: 6,922 shares; 2025Q2: 6,922 shares; 2025Q3: 6,922 shares 6,922 $1.94M 0.04% 0 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD 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: 65,561 shares; 2025Q3: 55,105 shares 55,105 $1.92M 0.04% -10,456 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,112 shares; 2024Q4: 16,112 shares; 2025Q1: 16,112 shares; 2025Q2: 16,112 shares; 2025Q3: 16,112 shares 16,112 $1.91M 0.04% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,760 shares; 2024Q4: 69,596 shares; 2025Q1: 67,294 shares; 2025Q2: 49,530 shares; 2025Q3: 11,382 shares 11,382 $1.9M 0.04% -38,148 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,900 shares; 2024Q4: 52,570 shares; 2025Q1: 52,570 shares; 2025Q2: 52,570 shares; 2025Q3: 48,500 shares 48,500 $1.9M 0.04% -4,070 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,565 shares; 2024Q4: 37,565 shares; 2025Q1: 37,565 shares; 2025Q2: 35,832 shares; 2025Q3: 24,058 shares 24,058 $1.87M 0.04% -11,774 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,250 shares; 2024Q4: 31,250 shares; 2025Q1: 31,250 shares; 2025Q2: 31,250 shares; 2025Q3: 31,250 shares 31,250 $1.87M 0.04% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,584 shares; 2024Q4: 24,584 shares; 2025Q1: 24,584 shares; 2025Q2: 24,584 shares; 2025Q3: 24,584 shares 24,584 $1.75M 0.04% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,804 shares; 2024Q4: 25,804 shares; 2025Q1: 25,804 shares; 2025Q2: 25,804 shares; 2025Q3: 25,804 shares 25,804 $1.75M 0.04% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,733 shares; 2024Q4: 5,733 shares; 2025Q1: 5,733 shares; 2025Q2: 5,733 shares; 2025Q3: 4,962 shares 4,962 $1.73M 0.04% -771 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,968 shares; 2025Q1: 20,170 shares; 2025Q2: 3,460 shares; 2025Q3: 12,772 shares 12,772 $1.71M 0.04% +9,312 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,530 shares 20,530 $1.68M 0.04% new Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,182 shares; 2024Q4: 3,202 shares; 2025Q1: 3,172 shares; 2025Q2: 75 shares; 2025Q3: 311 shares 311 $1.68M 0.04% +236 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,100 shares; 2024Q4: 154,100 shares; 2025Q1: 154,100 shares; 2025Q2: 154,100 shares; 2025Q3: 154,100 shares 154,100 $1.67M 0.04% 0 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,416 shares; 2024Q4: 21,416 shares; 2025Q1: 21,416 shares; 2025Q2: 21,416 shares; 2025Q3: 21,416 shares 21,416 $1.57M 0.03% 0 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,934 shares; 2024Q4: 8,934 shares; 2025Q1: 8,934 shares; 2025Q2: 8,934 shares; 2025Q3: 8,934 shares 8,934 $1.56M 0.03% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,265 shares; 2024Q4: 9,265 shares; 2025Q1: 9,265 shares; 2025Q2: 9,265 shares; 2025Q3: 9,265 shares 9,265 $1.55M 0.03% 0 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: not reported; 2024Q4: 8,215 shares; 2025Q1: 6,868 shares; 2025Q2: 430 shares; 2025Q3: 8,394 shares 8,394 $1.54M 0.03% +7,964 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: 19,656 shares; 2024Q4: 19,656 shares; 2025Q1: 17,756 shares; 2025Q2: 17,756 shares; 2025Q3: 18,319 shares 18,319 $1.51M 0.03% +563 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,371 shares; 2024Q4: 2,220 shares; 2025Q1: 1,110 shares; 2025Q2: 2,418 shares; 2025Q3: 4,005 shares 4,005 $1.5M 0.03% +1,587 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: 940 shares; 2024Q4: 940 shares; 2025Q1: not reported; 2025Q2: 4,844 shares; 2025Q3: 6,914 shares 6,914 $1.49M 0.03% +2,070 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 550 shares; 2024Q4: 236 shares; 2025Q1: 236 shares; 2025Q2: 11,220 shares; 2025Q3: 11,250 shares 11,250 $1.48M 0.03% +30 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,527 shares; 2024Q4: 11,527 shares; 2025Q1: 11,527 shares; 2025Q2: 11,527 shares; 2025Q3: 11,527 shares 11,527 $1.46M 0.03% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,640 shares; 2024Q4: 13,402 shares; 2025Q1: 12,683 shares; 2025Q2: 8,250 shares; 2025Q3: 8,110 shares 8,110 $1.44M 0.03% -140 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,126 shares; 2024Q4: 16,176 shares; 2025Q1: 12,989 shares; 2025Q2: 8,519 shares; 2025Q3: 9,241 shares 9,241 $1.43M 0.03% +722 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: 8,051 shares; 2024Q4: 7,911 shares; 2025Q1: 7,301 shares; 2025Q2: 7,241 shares; 2025Q3: 7,241 shares 7,241 $1.36M 0.03% 0 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: 17,453 shares; 2024Q4: 2,770 shares; 2025Q1: 2,770 shares; 2025Q2: 2,770 shares; 2025Q3: 13,770 shares 13,770 $1.34M 0.03% +11,000 Timeline STLA STELLANTIS N.V More: the full row for STELLANTIS N.V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 309,125 shares; 2024Q4: 114,085 shares; 2025Q1: 99,789 shares; 2025Q2: 132,653 shares; 2025Q3: 141,848 shares 141,848 $1.32M 0.03% +9,195 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 816 shares; 2024Q4: 720 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,600 shares 3,600 $1.26M 0.03% new Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,960 shares; 2024Q4: 22,588 shares; 2025Q1: 25,352 shares; 2025Q2: 17,750 shares; 2025Q3: 17,850 shares 17,850 $1.25M 0.03% +100 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,000 shares; 2024Q4: 35,000 shares; 2025Q1: 35,000 shares; 2025Q2: 35,000 shares; 2025Q3: 35,000 shares 35,000 $1.23M 0.03% 0 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,750 shares; 2025Q1: 740 shares; 2025Q2: 1,190 shares; 2025Q3: 3,700 shares 3,700 $1.19M 0.03% +2,510 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,816 shares; 2024Q4: 3,240 shares; 2025Q1: 4,391 shares; 2025Q2: 2,860 shares; 2025Q3: 3,130 shares 3,130 $1.16M 0.02% +270 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,700 shares; 2024Q4: 13,700 shares; 2025Q1: 14,670 shares; 2025Q2: 17,515 shares; 2025Q3: 17,371 shares 17,371 $1.15M 0.02% -144 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,030 shares; 2025Q1: 627 shares; 2025Q2: 465 shares; 2025Q3: 3,271 shares 3,271 $1.1M 0.02% +2,806 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,703 shares; 2024Q4: 11,944 shares; 2025Q1: 7,383 shares; 2025Q2: not reported; 2025Q3: 8,454 shares 8,454 $1.09M 0.02% new Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,190 shares; 2024Q4: 3,720 shares; 2025Q1: 5,451 shares; 2025Q2: 3,690 shares; 2025Q3: 4,040 shares 4,040 $1.05M 0.02% +350 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,705 shares; 2024Q4: 12,705 shares; 2025Q1: 11,705 shares; 2025Q2: 11,705 shares; 2025Q3: 9,767 shares 9,767 $1.03M 0.02% -1,938 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,860 shares; 2024Q4: 4,012 shares; 2025Q1: 26,264 shares; 2025Q2: 15,274 shares; 2025Q3: 7,446 shares 7,446 $984K 0.02% -7,828 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,338 shares; 2024Q4: 11,338 shares; 2025Q1: 18,938 shares; 2025Q2: 18,938 shares; 2025Q3: 18,938 shares 18,938 $967K 0.02% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,862 shares; 2024Q4: 3,380 shares; 2025Q1: 5,389 shares; 2025Q2: 1,985 shares; 2025Q3: 2,130 shares 2,130 $908K 0.02% +145 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS 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: 16,800 shares 16,800 $904K 0.02% new Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,610 shares; 2024Q4: 3,031 shares; 2025Q1: 2,173 shares; 2025Q2: 1,686 shares; 2025Q3: 3,236 shares 3,236 $886K 0.02% +1,550 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,200 shares 28,200 $879K 0.02% new Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,316 shares; 2024Q4: 2,334 shares; 2025Q1: 2,345 shares; 2025Q2: not reported; 2025Q3: 3,964 shares 3,964 $874K 0.02% new 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: 2,472 shares; 2024Q4: 780 shares; 2025Q1: 2,255 shares; 2025Q2: 780 shares; 2025Q3: 3,190 shares 3,190 $870K 0.02% +2,410 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,500 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares 30,000 $864K 0.02% 0 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,000 shares; 2024Q4: 49,462 shares; 2025Q1: 2,363 shares; 2025Q2: 1,382 shares; 2025Q3: 9,382 shares 9,382 $857K 0.02% +8,000 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: not reported; 2025Q2: 485 shares; 2025Q3: 1,710 shares 1,710 $853K 0.02% +1,225 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,650 shares 10,650 $852K 0.02% new Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,941 shares 3,941 $839K 0.02% new Timeline AYI ACUITY INC More: the full row for ACUITY 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: 2,410 shares 2,410 $830K 0.02% new Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,650 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,750 shares 12,750 $819K 0.02% new Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,070 shares; 2024Q4: 1,080 shares; 2025Q1: 1,080 shares; 2025Q2: 3,390 shares; 2025Q3: 4,310 shares 4,310 $819K 0.02% +920 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,940 shares; 2025Q1: 5,346 shares; 2025Q2: 3,220 shares; 2025Q3: 3,150 shares 3,150 $817K 0.02% -70 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: 6,250 shares; 2024Q4: 6,950 shares; 2025Q1: 10,754 shares; 2025Q2: 6,770 shares; 2025Q3: 6,540 shares 6,540 $813K 0.02% -230 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,500 shares; 2025Q3: 2,710 shares 2,710 $791K 0.02% +1,210 Timeline GNTA GENENTA SCIENCE S P A More: the full row for GENENTA SCIENCE S P A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,250 shares; 2024Q4: 103,250 shares; 2025Q1: 233,550 shares; 2025Q2: 234,050 shares; 2025Q3: 234,050 shares 234,050 $744K 0.02% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,316 shares; 2025Q2: not reported; 2025Q3: 1,759 shares 1,759 $729K 0.02% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,415 shares; 2024Q4: 79,713 shares; 2025Q1: 84,526 shares; 2025Q2: 8,883 shares; 2025Q3: 3,414 shares 3,414 $695K 0.01% -5,469 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,100 shares; 2024Q4: 8,120 shares; 2025Q1: 8,120 shares; 2025Q2: 11,120 shares; 2025Q3: 11,120 shares 11,120 $680K 0.01% 0 Timeline STVN STEVANATO GROUP S P A More: the full row for STEVANATO GROUP S P A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,690 shares; 2024Q4: 34,690 shares; 2025Q1: 34,690 shares; 2025Q2: 26,050 shares; 2025Q3: 26,050 shares 26,050 $671K 0.01% 0 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: not reported; 2025Q1: not reported; 2025Q2: 1,212 shares; 2025Q3: 3,711 shares 3,711 $663K 0.01% +2,499 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 59 shares; 2025Q1: 7,500 shares; 2025Q2: not reported; 2025Q3: 12,921 shares 12,921 $637K 0.01% new 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: 11,170 shares; 2024Q4: 14,220 shares; 2025Q1: 14,220 shares; 2025Q2: 14,220 shares; 2025Q3: 14,220 shares 14,220 $625K 0.01% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,160 shares; 2024Q4: 1,160 shares; 2025Q1: 1,160 shares; 2025Q2: 2,640 shares; 2025Q3: 2,640 shares 2,640 $620K 0.01% 0 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,192 shares 4,192 $602K 0.01% new Timeline QIAGEN N.V. QIAGEN N.V. More: the full row for QIAGEN N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,164 shares; 2025Q2: 18,164 shares; 2025Q3: 13,164 shares 13,164 $586K 0.01% -5,000 DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,332 shares; 2024Q4: 50,216 shares; 2025Q1: 44,460 shares; 2025Q2: 52,061 shares; 2025Q3: 8,636 shares 8,636 $581K 0.01% -43,425 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,904 shares; 2025Q2: 7,219 shares; 2025Q3: 7,409 shares 7,409 $568K 0.01% +190 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,680 shares 5,680 $533K 0.01% new Timeline BNTX BIONTECH SE More: the full row for BIONTECH SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 5,880 shares; 2025Q3: 5,380 shares 5,380 $531K 0.01% -500 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares 5,000 $452K 0.01% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,250 shares; 2024Q4: 4,880 shares; 2025Q1: 25,692 shares; 2025Q2: 4,960 shares; 2025Q3: 2,130 shares 2,130 $448K 0.01% -2,830 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 122 shares; 2025Q1: 122 shares; 2025Q2: 4,100 shares; 2025Q3: 5,062 shares 5,062 $446K 0.01% +962 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: 67,123 shares; 2024Q4: 73,189 shares; 2025Q1: 9,493 shares; 2025Q2: 4,742 shares; 2025Q3: 4,468 shares 4,468 $423K 0.01% -274 Timeline FTRE FORTREA HLDGS INC More: the full row for FORTREA 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: 48,000 shares 48,000 $404K 0.01% new Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,040 shares; 2024Q4: 5,354 shares; 2025Q1: 3,040 shares; 2025Q2: 3,040 shares; 2025Q3: 3,040 shares 3,040 $402K 0.01% 0 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: not reported; 2024Q4: 340 shares; 2025Q1: 751 shares; 2025Q2: 340 shares; 2025Q3: 1,141 shares 1,141 $389K 0.01% +801 Timeline TLK TELEKOMUNIKASI IND More: the full row for TELEKOMUNIKASI IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,740 shares; 2024Q4: 55,966 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,300 shares 20,300 $382K 0.01% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,547 shares; 2024Q4: 1,547 shares; 2025Q1: 1,547 shares; 2025Q2: 1,547 shares; 2025Q3: 1,547 shares 1,547 $382K 0.01% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,059 shares; 2025Q2: 5,523 shares; 2025Q3: 5,523 shares 5,523 $365K 0.01% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,820 shares; 2024Q4: 2,920 shares; 2025Q1: 4,180 shares; 2025Q2: 2,640 shares; 2025Q3: 2,640 shares 2,640 $358K 0.01% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,150 shares; 2024Q4: 1,150 shares; 2025Q1: 1,610 shares; 2025Q2: 1,610 shares; 2025Q3: 1,610 shares 1,610 $342K 0.01% 0 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,000 shares 8,000 $340K 0.01% new 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: 2,200 shares; 2024Q4: 2,200 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares 700 $338K 0.01% 0 PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,600 shares; 2024Q4: 13,540 shares; 2025Q1: 3,830 shares; 2025Q2: 3,830 shares; 2025Q3: 3,830 shares 3,830 $320K 0.01% 0 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: 3,550 shares; 2024Q4: 4,470 shares; 2025Q1: 4,470 shares; 2025Q2: 31,480 shares; 2025Q3: 3,760 shares 3,760 $318K 0.01% -27,720 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX 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: 1,700 shares 1,700 $313K 0.01% new Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,350 shares; 2024Q4: 10,400 shares; 2025Q1: 5,660 shares; 2025Q2: 5,660 shares; 2025Q3: 5,660 shares 5,660 $313K 0.01% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,737 shares; 2024Q4: 7,946 shares; 2025Q1: 30,338 shares; 2025Q2: 6,957 shares; 2025Q3: 4,643 shares 4,643 $311K 0.01% -2,314 Timeline PHI PLDT INC More: the full row for PLDT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,893 shares; 2024Q4: 40,893 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,519 shares 15,519 $290K 0.01% new Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 460 shares; 2024Q4: 460 shares; 2025Q1: 460 shares; 2025Q2: 460 shares; 2025Q3: 460 shares 460 $290K 0.01% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,650 shares; 2024Q4: 1,650 shares; 2025Q1: 1,650 shares; 2025Q2: 1,650 shares; 2025Q3: 1,650 shares 1,650 $282K 0.01% 0 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,170 shares; 2025Q3: 3,000 shares 3,000 $275K 0.01% -6,170 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,610 shares; 2024Q4: 1,610 shares; 2025Q1: 1,610 shares; 2025Q2: 1,610 shares; 2025Q3: 1,610 shares 1,610 $271K 0.01% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,508 shares; 2024Q4: 21,508 shares; 2025Q1: 2,410 shares; 2025Q2: 2,410 shares; 2025Q3: 2,410 shares 2,410 $270K 0.01% 0 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,870 shares; 2024Q4: 3,150 shares; 2025Q1: 7,500 shares; 2025Q2: 6,380 shares; 2025Q3: 1,930 shares 1,930 $269K 0.01% -4,450 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,934 shares; 2024Q4: 43,624 shares; 2025Q1: 48,814 shares; 2025Q2: 13,110 shares; 2025Q3: 10,800 shares 10,800 $266K 0.01% -2,310 Timeline CHT CHUNGHWA TELECOM CO LTD More: the full row for CHUNGHWA TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,182 shares; 2024Q4: 31,198 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,083 shares 6,083 $265K 0.01% new Timeline SKM SK TELECOM CO LTD More: the full row for SK TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,133 shares; 2024Q4: 51,133 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,982 shares 11,982 $259K 0.01% new Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,470 shares; 2024Q4: 3,530 shares; 2025Q1: 28,701 shares; 2025Q2: 18,312 shares; 2025Q3: 2,531 shares 2,531 $257K 0.01% -15,781 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,167 shares; 2024Q4: 1,139 shares; 2025Q1: 1,139 shares; 2025Q2: 970 shares; 2025Q3: 970 shares 970 $251K 0.01% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,348 shares; 2024Q4: 2,348 shares; 2025Q1: 82,861 shares; 2025Q2: 1,324 shares; 2025Q3: 1,324 shares 1,324 $247K 0.01% 0 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,200 shares; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares 1,700 $246K 0.01% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,700 shares; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares 2,700 $246K 0.01% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,788 shares; 2024Q4: 5,788 shares; 2025Q1: 5,788 shares; 2025Q2: 5,788 shares; 2025Q3: 5,788 shares 5,788 $245K 0.01% 0 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,680 shares; 2025Q2: 7,123 shares; 2025Q3: 4,592 shares 4,592 $244K 0.01% -2,531 Timeline WW WW INTL INC More: the full row for WW INTL 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: 8,800 shares 8,800 $241K 0.01% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,974 shares; 2024Q4: 310 shares; 2025Q1: 310 shares; 2025Q2: 310 shares; 2025Q3: 310 shares 310 $239K 0.01% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 580 shares; 2024Q4: 1,800 shares; 2025Q1: 890 shares; 2025Q2: 890 shares; 2025Q3: 1,040 shares 1,040 $235K <0.01% +150 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,550 shares; 2025Q3: 9,291 shares 9,291 $231K <0.01% +7,741 Timeline SLVP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,065 shares; 2024Q4: 8,065 shares; 2025Q1: 8,065 shares; 2025Q2: 8,065 shares; 2025Q3: 8,065 shares 8,065 $221K <0.01% 0 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,315 shares; 2024Q4: 5,147 shares; 2025Q1: 10,681 shares; 2025Q2: 6,117 shares; 2025Q3: 1,633 shares 1,633 $215K <0.01% -4,484 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,604 shares; 2024Q4: 104,960 shares; 2025Q1: 5,000 shares; 2025Q2: 4,800 shares; 2025Q3: 2,500 shares 2,500 $210K <0.01% -2,300 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: 1,666 shares; 2024Q4: 1,666 shares; 2025Q1: 1,666 shares; 2025Q2: 1,666 shares; 2025Q3: 1,666 shares 1,666 $206K <0.01% 0 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,500 shares; 2025Q1: 4,062 shares; 2025Q2: 5,601 shares; 2025Q3: 5,601 shares 5,601 $196K <0.01% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,810 shares; 2024Q4: 4,560 shares; 2025Q1: 2,490 shares; 2025Q2: 2,490 shares; 2025Q3: 2,490 shares 2,490 $194K <0.01% 0 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: not reported; 2025Q1: 2,780 shares; 2025Q2: 2,780 shares; 2025Q3: 2,780 shares 2,780 $187K <0.01% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 191 shares; 2025Q2: 709 shares; 2025Q3: 709 shares 709 $172K <0.01% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,650 shares; 2024Q4: 1,650 shares; 2025Q1: 1,650 shares; 2025Q2: 1,650 shares; 2025Q3: 1,650 shares 1,650 $171K <0.01% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 850 shares; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 850 shares 850 $171K <0.01% 0 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 702 shares; 2025Q2: 2,477 shares; 2025Q3: 2,477 shares 2,477 $161K <0.01% 0 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares 1,200 $160K <0.01% 0 Timeline EWW ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,232 shares; 2024Q4: 2,232 shares; 2025Q1: 2,232 shares; 2025Q2: 2,232 shares; 2025Q3: 2,232 shares 2,232 $152K <0.01% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,760 shares; 2024Q4: 2,760 shares; 2025Q1: 1,460 shares; 2025Q2: 1,460 shares; 2025Q3: 1,460 shares 1,460 $147K <0.01% 0 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 9,161 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares 2,500 $145K <0.01% 0 Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,074 shares; 2025Q2: 7,541 shares; 2025Q3: 5,097 shares 5,097 $143K <0.01% -2,444 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,543 shares; 2024Q4: 11,932 shares; 2025Q1: 12,312 shares; 2025Q2: 3,542 shares; 2025Q3: 3,390 shares 3,390 $139K <0.01% -152 Timeline TCOM TRIP COM GROUP LTD More: the full row for TRIP COM GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 279 shares; 2025Q1: 1,150 shares; 2025Q2: 2,104 shares; 2025Q3: 1,825 shares 1,825 $137K <0.01% -279 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 77 shares; 2025Q2: 272 shares; 2025Q3: 272 shares 272 $130K <0.01% 0 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,240 shares; 2024Q4: 2,240 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares 1,700 $127K <0.01% 0 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 3,502 shares; 2025Q3: 3,502 shares 3,502 $124K <0.01% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,200 shares; 2024Q4: 5,370 shares; 2025Q1: 4,987 shares; 2025Q2: 2,639 shares; 2025Q3: 797 shares 797 $120K <0.01% -1,842 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,404 shares; 2024Q4: 13,429 shares; 2025Q1: 6,528 shares; 2025Q2: 1,652 shares; 2025Q3: 740 shares 740 $105K <0.01% -912 Timeline MAT MATTEL INC More: the full row for MATTEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,100 shares; 2025Q1: 6,100 shares; 2025Q2: 6,100 shares; 2025Q3: 6,100 shares 6,100 $103K <0.01% 0 Timeline SSRM SSR MINING IN More: the full row for SSR MINING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,239 shares; 2025Q1: 4,358 shares; 2025Q2: 4,051 shares; 2025Q3: 4,051 shares 4,051 $98.9K <0.01% 0 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,050 shares; 2024Q4: 3,842 shares; 2025Q1: 3,722 shares; 2025Q2: 3,680 shares; 2025Q3: 3,680 shares 3,680 $95.1K <0.01% 0 Timeline IBLC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,552 shares; 2024Q4: 1,646 shares; 2025Q1: 1,646 shares; 2025Q2: 1,646 shares; 2025Q3: 1,646 shares 1,646 $91.2K <0.01% 0 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 767 shares; 2024Q4: 767 shares; 2025Q1: 216 shares; 2025Q2: 216 shares; 2025Q3: 216 shares 216 $86.9K <0.01% 0 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 279 shares; 2025Q2: 1,010 shares; 2025Q3: 1,010 shares 1,010 $81K <0.01% 0 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: 1,990 shares; 2024Q4: 1,990 shares; 2025Q1: 560 shares; 2025Q2: 560 shares; 2025Q3: 560 shares 560 $78.9K <0.01% 0 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,610 shares; 2025Q3: 1,610 shares 1,610 $77.7K <0.01% 0 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED 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: 1,220 shares 1,220 $57.3K <0.01% new Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,360 shares; 2024Q4: 9,360 shares; 2025Q1: 9,360 shares; 2025Q2: 9,360 shares; 2025Q3: 9,360 shares 9,360 $56.3K <0.01% 0 Timeline FUTU FUTU HLDGS LTD More: the full row for FUTU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 290 shares; 2025Q2: 290 shares; 2025Q3: 290 shares 290 $50.4K <0.01% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,087 shares; 2024Q4: 62 shares; 2025Q1: 492 shares; 2025Q2: 430 shares; 2025Q3: 430 shares 430 $47.7K <0.01% 0 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,630 shares; 2025Q1: 1,117 shares; 2025Q2: 584 shares; 2025Q3: 166 shares 166 $45.4K <0.01% -418 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING 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: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares 1,500 $44.7K <0.01% 0 Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 755 shares; 2024Q4: 755 shares; 2025Q1: 755 shares; 2025Q2: 755 shares; 2025Q3: 755 shares 755 $41.7K <0.01% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 842 shares; 2024Q4: 842 shares; 2025Q1: 237 shares; 2025Q2: 237 shares; 2025Q3: 237 shares 237 $41.4K <0.01% 0 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,804 shares; 2024Q4: 2,804 shares; 2025Q1: 1,915 shares; 2025Q2: 349 shares; 2025Q3: 349 shares 349 $38.6K <0.01% 0 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: 1,527 shares; 2024Q4: 1,527 shares; 2025Q1: 430 shares; 2025Q2: 430 shares; 2025Q3: 430 shares 430 $36.2K <0.01% 0 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 38 shares; 2025Q1: 128 shares; 2025Q2: 128 shares; 2025Q3: 128 shares 128 $34.7K <0.01% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,037 shares; 2025Q1: 1,037 shares; 2025Q2: 1,037 shares; 2025Q3: 622 shares 622 $34.7K <0.01% -415 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 388 shares; 2025Q1: 388 shares; 2025Q2: 388 shares; 2025Q3: 388 shares 388 $32.6K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 340 shares; 2025Q3: 578 shares 578 $32.1K <0.01% +238 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 441 shares; 2024Q4: 441 shares; 2025Q1: 124 shares; 2025Q2: 124 shares; 2025Q3: 124 shares 124 $26.8K <0.01% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,142 shares; 2024Q4: 1,142 shares; 2025Q1: 321 shares; 2025Q2: 321 shares; 2025Q3: 321 shares 321 $25.6K <0.01% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 425 shares; 2024Q4: 425 shares; 2025Q1: 425 shares; 2025Q2: 425 shares; 2025Q3: 425 shares 425 $25K <0.01% 0 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 515 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares 300 $24.3K <0.01% 0 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,599 shares; 2025Q1: 1,197 shares; 2025Q2: 278 shares; 2025Q3: 225 shares 225 $22.5K <0.01% -53 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 840 shares; 2025Q1: 840 shares; 2025Q2: 840 shares; 2025Q3: 840 shares 840 $20.6K <0.01% 0 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS 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: 119 shares; 2025Q1: 125 shares; 2025Q2: 116 shares; 2025Q3: 116 shares 116 $20.2K <0.01% 0 Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,886 shares; 2025Q1: 7,906 shares; 2025Q2: 386 shares; 2025Q3: 386 shares 386 $19.8K <0.01% 0 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 92 shares; 2025Q3: 92 shares 92 $18.5K <0.01% 0 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,210 shares; 2024Q4: 2,210 shares; 2025Q1: 8,132 shares; 2025Q2: 840 shares; 2025Q3: 367 shares 367 $18K <0.01% -473 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 531 shares; 2025Q1: 428 shares; 2025Q2: 255 shares; 2025Q3: 162 shares 162 $16.2K <0.01% -93 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 197 shares; 2025Q1: 197 shares; 2025Q2: 197 shares; 2025Q3: 197 shares 197 $16.2K <0.01% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,613 shares; 2024Q4: 1,613 shares; 2025Q1: 37,534 shares; 2025Q2: 1,613 shares; 2025Q3: 1,632 shares 1,632 $16.2K <0.01% +19 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,924 shares; 2024Q4: 480 shares; 2025Q1: 286 shares; 2025Q2: 187 shares; 2025Q3: 187 shares 187 $15.6K <0.01% 0 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,228 shares; 2024Q4: 5,348 shares; 2025Q1: 68 shares; 2025Q2: 68 shares; 2025Q3: 68 shares 68 $14.5K <0.01% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 39 shares; 2025Q1: 39 shares; 2025Q2: 39 shares; 2025Q3: 39 shares 39 $12.2K <0.01% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 214 shares; 2025Q1: 214 shares; 2025Q2: 214 shares; 2025Q3: 214 shares 214 $12.1K <0.01% 0 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 308 shares; 2024Q4: 308 shares; 2025Q1: 87 shares; 2025Q2: 87 shares; 2025Q3: 87 shares 87 $12K <0.01% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 57 shares; 2025Q1: 57 shares; 2025Q2: 57 shares; 2025Q3: 57 shares 57 $9.71K <0.01% 0 Timeline GTLB GITLAB INC More: the full row for GITLAB 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: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares 200 $9.02K <0.01% 0 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161 shares; 2024Q4: 161 shares; 2025Q1: 161 shares; 2025Q2: 161 shares; 2025Q3: 161 shares 161 $8.12K <0.01% 0 Timeline VYMI 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: 334 shares; 2024Q4: 334 shares; 2025Q1: 94 shares; 2025Q2: 94 shares; 2025Q3: 94 shares 94 $7.96K <0.01% 0 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 24 shares 24 $7.89K <0.01% 0 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC 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: 35 shares; 2025Q1: not reported; 2025Q2: 52 shares; 2025Q3: 45 shares 45 $7.53K <0.01% -7 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: not reported; 2025Q3: 5 shares 5 $7.48K <0.01% new Timeline MCHI 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: 362 shares; 2024Q4: 362 shares; 2025Q1: 102 shares; 2025Q2: 102 shares; 2025Q3: 102 shares 102 $6.72K <0.01% 0 Timeline MBLY MOBILEYE GLOBAL INC More: the full row for MOBILEYE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,150 shares; 2025Q1: 1,703 shares; 2025Q2: 438 shares; 2025Q3: 438 shares 438 $6.18K <0.01% 0 Timeline CUREVAC N V CUREVAC N V More: the full row for CUREVAC N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 90 shares 90 $485 <0.01% 0