GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,956 shares; 2025Q2: 32,552 shares; 2025Q3: 33,732 shares 33,732 $12M 9.33% +1,180 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: 27,073 shares; 2024Q4: 24,593 shares; 2025Q1: 20,783 shares; 2025Q2: 20,760 shares; 2025Q3: 20,347 shares 20,347 $6.42M 4.99% -413 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: 40,883 shares; 2024Q4: 39,268 shares; 2025Q1: 6,006 shares; 2025Q2: 31,225 shares; 2025Q3: 33,332 shares 33,332 $6.22M 4.84% +2,107 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,698 shares 24,698 $6M 4.67% new Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,219 shares; 2024Q4: 32,359 shares; 2025Q1: 18,080 shares; 2025Q2: 23,427 shares; 2025Q3: 23,787 shares 23,787 $5.86M 4.56% +360 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: 34,254 shares; 2024Q4: 31,177 shares; 2025Q1: 17,428 shares; 2025Q2: 6,102 shares; 2025Q3: 22,017 shares 22,017 $5.61M 4.36% +15,915 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,495 shares; 2025Q2: 58,057 shares; 2025Q3: 56,610 shares 56,610 $5.55M 4.32% -1,447 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: 15,141 shares; 2024Q4: 13,740 shares; 2025Q1: 14,209 shares; 2025Q2: 10,859 shares; 2025Q3: 10,623 shares 10,623 $5.5M 4.28% -236 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: 15,378 shares; 2024Q4: 7,200 shares; 2025Q1: 7,183 shares; 2025Q2: 9,441 shares; 2025Q3: 17,797 shares 17,797 $5.35M 4.17% +8,356 Timeline AMSC AMERICAN SUPERCONDUCTOR CORP More: the full row for AMERICAN SUPERCONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,540 shares; 2024Q4: 114,971 shares; 2025Q1: 72,891 shares; 2025Q2: 152,779 shares; 2025Q3: 88,855 shares 88,855 $5.28M 4.11% -63,924 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: 33,187 shares; 2024Q4: 8,610 shares; 2025Q1: 37,763 shares; 2025Q2: 37,541 shares; 2025Q3: 36,711 shares 36,711 $4.54M 3.53% -830 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: 33,997 shares; 2024Q4: 27,127 shares; 2025Q1: 13,613 shares; 2025Q2: 14,085 shares; 2025Q3: 13,781 shares 13,781 $4.54M 3.53% -304 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: 2,658 shares; 2024Q4: 6,147 shares; 2025Q1: 4,098 shares; 2025Q2: 4,110 shares; 2025Q3: 3,715 shares 3,715 $4.45M 3.47% -395 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: not reported; 2024Q4: 2,938 shares; 2025Q1: not reported; 2025Q2: 5,414 shares; 2025Q3: 8,916 shares 8,916 $4.32M 3.36% +3,502 Timeline YETI YETI HLDGS INC More: the full row for YETI 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: 17,517 shares; 2025Q1: not reported; 2025Q2: 65,669 shares; 2025Q3: 127,994 shares 127,994 $4.25M 3.3% +62,325 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER 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: 53,359 shares 53,359 $3.95M 3.07% new 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: 20,985 shares; 2024Q4: 17,509 shares; 2025Q1: 3,946 shares; 2025Q2: 8,009 shares; 2025Q3: 6,386 shares 6,386 $3.93M 3.06% -1,623 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: 24,360 shares; 2024Q4: 24,354 shares; 2025Q1: 9,007 shares; 2025Q2: 11,852 shares; 2025Q3: 17,340 shares 17,340 $3.81M 2.96% +5,488 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,609 shares; 2024Q4: 8,777 shares; 2025Q1: 8,771 shares; 2025Q2: 6,313 shares; 2025Q3: 7,963 shares 7,963 $3.64M 2.83% +1,650 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: 3,698 shares; 2024Q4: 3,719 shares; 2025Q1: 2,150 shares; 2025Q2: 2,148 shares; 2025Q3: 3,339 shares 3,339 $3.09M 2.4% +1,191 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,080 shares; 2025Q3: 21,409 shares 21,409 $2.88M 2.24% -671 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,435 shares 33,435 $2.82M 2.19% new Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT 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: 47,718 shares 47,718 $1.65M 1.29% new Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,479 shares; 2024Q4: 5,602 shares; 2025Q1: 2,329 shares; 2025Q2: 4,454 shares; 2025Q3: 2,162 shares 2,162 $1.51M 1.17% -2,292 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: 51,116 shares; 2025Q1: not reported; 2025Q2: 5,253 shares; 2025Q3: 10,113 shares 10,113 $1.47M 1.15% +4,860 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: 8,889 shares; 2024Q4: 6,554 shares; 2025Q1: 6,573 shares; 2025Q2: 8,003 shares; 2025Q3: 3,709 shares 3,709 $1.45M 1.13% -4,294 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,450 shares; 2025Q2: 23,955 shares; 2025Q3: 23,674 shares 23,674 $1.44M 1.12% -281 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP 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: 26,170 shares; 2025Q3: 44,915 shares 44,915 $1.38M 1.07% +18,745 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 854 shares; 2025Q3: 2,993 shares 2,993 $1.11M 0.86% +2,139 Timeline CHWY CHEWY INC More: the full row for CHEWY 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: 12,871 shares; 2025Q3: 26,406 shares 26,406 $1.07M 0.83% +13,535 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,054 shares; 2024Q4: 119,504 shares; 2025Q1: 144,895 shares; 2025Q2: 108,134 shares; 2025Q3: 112,988 shares 112,988 $924K 0.72% +4,854 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,177 shares 3,177 $753K 0.59% new Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,701 shares; 2025Q3: 14,256 shares 14,256 $716K 0.56% -15,445 Timeline SEDG SOLAREDGE TECHNOLOGIES INC More: the full row for SOLAREDGE 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: 17,539 shares 17,539 $649K 0.5% new Timeline XFRAX BLACKROCK FLOATING RATE INCO More: the full row for BLACKROCK FLOATING RATE INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,177 shares; 2024Q4: 47,730 shares; 2025Q1: 47,530 shares; 2025Q2: 46,977 shares; 2025Q3: 49,977 shares 49,977 $649K 0.5% +3,000 Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,974 shares; 2024Q4: 27,324 shares; 2025Q1: 27,324 shares; 2025Q2: 27,789 shares; 2025Q3: 26,154 shares 26,154 $587K 0.46% -1,635 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,519 shares; 2024Q4: 1,342 shares; 2025Q1: 992 shares; 2025Q2: 864 shares; 2025Q3: 823 shares 823 $551K 0.43% -41 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 105,372 shares; 2025Q1: 112,474 shares; 2025Q2: 68,315 shares; 2025Q3: 7,327 shares 7,327 $399K 0.31% -60,988 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,055 shares; 2024Q4: 7,902 shares; 2025Q1: 7,826 shares; 2025Q2: 7,684 shares; 2025Q3: 7,684 shares 7,684 $390K 0.3% 0 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,324 shares; 2025Q1: 16,855 shares; 2025Q2: 14,896 shares; 2025Q3: 13,135 shares 13,135 $336K 0.26% -1,761 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares 11,000 $318K 0.25% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,667 shares; 2024Q4: 512 shares; 2025Q1: 500 shares; 2025Q2: 499 shares; 2025Q3: 496 shares 496 $317K 0.25% -3 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: 2,600 shares; 2024Q4: 2,524 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares 2,400 $299K 0.23% 0 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: 521 shares; 2024Q4: 521 shares; 2025Q1: not reported; 2025Q2: 616 shares; 2025Q3: 616 shares 616 $295K 0.23% 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: 1,767 shares; 2024Q4: not reported; 2025Q1: 1,767 shares; 2025Q2: 1,967 shares; 2025Q3: 1,967 shares 1,967 $263K 0.2% 0 Timeline LIBERTY INTERACTIVE LLC LIBERTY INTERACTIVE LLC More: the full row for LIBERTY INTERACTIVE LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares 10,000 $812 <0.01% 0