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: 19,797 shares; 2024Q3: 187,835 shares; 2024Q4: 186,157 shares; 2025Q1: 150,118 shares; 2025Q2: 148,665 shares; 2025Q3: 143,771 shares 143,771 $47.4M 7.31% -4,894 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: 196,135 shares; 2024Q3: 194,103 shares; 2024Q4: 190,945 shares; 2025Q1: 186,745 shares; 2025Q2: 189,315 shares; 2025Q3: 181,725 shares 181,725 $33.9M 5.23% -7,590 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: 61,227 shares; 2024Q3: 60,451 shares; 2024Q4: 60,772 shares; 2025Q1: 58,679 shares; 2025Q2: 58,905 shares; 2025Q3: 57,628 shares 57,628 $29.8M 4.6% -1,277 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: 76,412 shares; 2024Q3: 71,265 shares; 2024Q4: 144,587 shares; 2025Q1: 138,549 shares; 2025Q2: 138,968 shares; 2025Q3: 135,235 shares 135,235 $27.5M 4.25% -3,733 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: 118,512 shares; 2024Q3: 119,862 shares; 2024Q4: 120,153 shares; 2025Q1: 112,542 shares; 2025Q2: 111,093 shares; 2025Q3: 107,543 shares 107,543 $27.4M 4.22% -3,550 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: 70,321 shares; 2024Q3: 69,964 shares; 2024Q4: 69,859 shares; 2025Q1: 67,096 shares; 2025Q2: 67,446 shares; 2025Q3: 67,655 shares 67,655 $25M 3.86% +209 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: 97,366 shares; 2024Q3: 96,455 shares; 2024Q4: 97,309 shares; 2025Q1: 94,227 shares; 2025Q2: 93,121 shares; 2025Q3: 92,851 shares 92,851 $22.6M 3.48% -270 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: 27,394 shares; 2024Q3: 26,427 shares; 2024Q4: 25,748 shares; 2025Q1: 23,969 shares; 2025Q2: 23,883 shares; 2025Q3: 24,074 shares 24,074 $22.3M 3.44% +191 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: 58,129 shares; 2024Q3: 55,228 shares; 2024Q4: 57,200 shares; 2025Q1: 55,838 shares; 2025Q2: 56,135 shares; 2025Q3: 56,838 shares 56,838 $19.4M 2.99% +703 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 21,682 shares; 2024Q3: 21,548 shares; 2024Q4: 22,115 shares; 2025Q1: 21,075 shares; 2025Q2: 20,247 shares; 2025Q3: 20,343 shares 20,343 $18.7M 2.89% +96 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 26,064 shares; 2024Q3: 44,278 shares; 2024Q4: 66,930 shares; 2025Q1: 85,790 shares; 2025Q2: 187,065 shares; 2025Q3: 169,795 shares 169,795 $17.1M 2.64% -17,270 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 12,032 shares; 2024Q3: 12,026 shares; 2024Q4: 11,782 shares; 2025Q1: 10,730 shares; 2025Q2: 157,575 shares; 2025Q3: 157,105 shares 157,105 $16.9M 2.61% -470 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: 76,593 shares; 2024Q3: 74,860 shares; 2024Q4: 75,381 shares; 2025Q1: 74,158 shares; 2025Q2: 75,927 shares; 2025Q3: 76,287 shares 76,287 $16.8M 2.58% +360 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: 32,754 shares; 2024Q3: 32,160 shares; 2024Q4: 32,271 shares; 2025Q1: 31,066 shares; 2025Q2: 32,202 shares; 2025Q3: 33,232 shares 33,232 $16.1M 2.49% +1,030 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: 96,904 shares; 2024Q3: 94,567 shares; 2024Q4: 96,015 shares; 2025Q1: 93,235 shares; 2025Q2: 91,739 shares; 2025Q3: 90,686 shares 90,686 $15.3M 2.36% -1,053 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: 13,447 shares; 2024Q3: 13,323 shares; 2024Q4: 13,600 shares; 2025Q1: 13,482 shares; 2025Q2: 13,529 shares; 2025Q3: 14,257 shares 14,257 $13.1M 2.02% +728 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 59,448 shares; 2024Q3: 56,926 shares; 2024Q4: 54,049 shares; 2025Q1: 43,339 shares; 2025Q2: 43,329 shares; 2025Q3: 42,754 shares 42,754 $12.7M 1.96% -575 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: 52,230 shares; 2024Q3: 50,987 shares; 2024Q4: 51,040 shares; 2025Q1: 50,439 shares; 2025Q2: 48,858 shares; 2025Q3: 44,480 shares 44,480 $11M 1.69% -4,378 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: 45,985 shares; 2024Q3: 49,361 shares; 2024Q4: 48,461 shares; 2025Q1: 47,776 shares; 2025Q2: 47,236 shares; 2025Q3: 44,456 shares 44,456 $10.8M 1.67% -2,780 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 277,680 shares; 2024Q3: 267,825 shares; 2024Q4: 273,437 shares; 2025Q1: 270,072 shares; 2025Q2: 247,467 shares; 2025Q3: 246,547 shares 246,547 $10.3M 1.59% -920 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 30,123 shares; 2024Q3: 28,604 shares; 2024Q4: 29,340 shares; 2025Q1: 30,086 shares; 2025Q2: 30,901 shares; 2025Q3: 33,616 shares 33,616 $10.1M 1.55% +2,715 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: 135,838 shares; 2024Q3: 135,623 shares; 2024Q4: 125,675 shares; 2025Q1: 122,201 shares; 2025Q2: 117,806 shares; 2025Q3: 112,802 shares 112,802 $9.54M 1.47% -5,004 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,366 shares; 2024Q3: 7,645 shares; 2024Q4: 9,008 shares; 2025Q1: 9,723 shares; 2025Q2: 10,227 shares; 2025Q3: 9,544 shares 9,544 $9.24M 1.42% -683 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: 19,900 shares; 2024Q3: 19,867 shares; 2024Q4: 22,215 shares; 2025Q1: 22,191 shares; 2025Q2: 22,789 shares; 2025Q3: 23,911 shares 23,911 $8.43M 1.3% +1,122 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: not reported; 2024Q3: 9,140 shares; 2024Q4: 11,954 shares; 2025Q1: 12,465 shares; 2025Q2: 15,042 shares; 2025Q3: 17,047 shares 17,047 $8.36M 1.29% +2,005 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 24,251 shares; 2024Q3: 24,234 shares; 2024Q4: 24,476 shares; 2025Q1: 23,547 shares; 2025Q2: 19,842 shares; 2025Q3: 19,638 shares 19,638 $8.29M 1.28% -204 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: 25,690 shares; 2024Q3: 25,834 shares; 2024Q4: 25,365 shares; 2025Q1: 24,099 shares; 2025Q2: 23,694 shares; 2025Q3: 23,509 shares 23,509 $7.81M 1.2% -185 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 41,439 shares; 2024Q3: 38,978 shares; 2024Q4: 38,029 shares; 2025Q1: 36,083 shares; 2025Q2: 34,323 shares; 2025Q3: 28,744 shares 28,744 $7.5M 1.16% -5,579 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 19,877 shares; 2024Q3: 19,097 shares; 2024Q4: 18,187 shares; 2025Q1: 17,888 shares; 2025Q2: 17,638 shares; 2025Q3: 17,322 shares 17,322 $7M 1.08% -316 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: 2,833 shares; 2024Q3: 2,397 shares; 2024Q4: 4,300 shares; 2025Q1: 4,283 shares; 2025Q2: 7,023 shares; 2025Q3: 9,018 shares 9,018 $6.88M 1.06% +1,995 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 45,835 shares; 2024Q3: 45,740 shares; 2024Q4: 54,280 shares; 2025Q1: 55,160 shares; 2025Q2: 67,565 shares; 2025Q3: 72,610 shares 72,610 $6.09M 0.94% +5,045 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: 25,840 shares; 2024Q3: 25,203 shares; 2024Q4: 25,160 shares; 2025Q1: 22,770 shares; 2025Q2: 21,370 shares; 2025Q3: 20,855 shares 20,855 $5.71M 0.88% -515 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: 31,563 shares; 2024Q3: 30,614 shares; 2024Q4: 29,905 shares; 2025Q1: 29,545 shares; 2025Q2: 26,876 shares; 2025Q3: 20,888 shares 20,888 $5.7M 0.88% -5,988 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 24,569 shares; 2024Q3: 20,545 shares; 2024Q4: 106,225 shares; 2025Q1: 102,850 shares; 2025Q2: 100,895 shares; 2025Q3: 99,315 shares 99,315 $5.65M 0.87% -1,580 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: 41,224 shares; 2024Q3: 41,214 shares; 2024Q4: 40,905 shares; 2025Q1: 35,296 shares; 2025Q2: 35,296 shares; 2025Q3: 35,296 shares 35,296 $5.56M 0.86% 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: 17,767 shares; 2024Q3: 16,205 shares; 2024Q4: 16,190 shares; 2025Q1: 8,397 shares; 2025Q2: 8,397 shares; 2025Q3: 8,096 shares 8,096 $5.53M 0.85% -301 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: 17,516 shares; 2024Q3: 17,565 shares; 2024Q4: 17,231 shares; 2025Q1: 14,856 shares; 2025Q2: 14,209 shares; 2025Q3: 13,237 shares 13,237 $5.36M 0.83% -972 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: 27,420 shares; 2024Q3: 27,320 shares; 2024Q4: 20,910 shares; 2025Q1: 20,160 shares; 2025Q2: 19,710 shares; 2025Q3: 18,519 shares 18,519 $5.21M 0.8% -1,191 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: 883 shares; 2024Q3: 2,860 shares; 2024Q4: 3,401 shares; 2025Q1: 3,449 shares; 2025Q2: 5,739 shares; 2025Q3: 7,073 shares 7,073 $5.19M 0.8% +1,334 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,787 shares; 2024Q3: 4,767 shares; 2024Q4: 4,787 shares; 2025Q1: 4,722 shares; 2025Q2: 4,722 shares; 2025Q3: 4,632 shares 4,632 $4.42M 0.68% -90 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: 33,918 shares; 2024Q3: 39,533 shares; 2024Q4: 43,270 shares; 2025Q1: 44,560 shares; 2025Q2: 43,305 shares; 2025Q3: 39,155 shares 39,155 $4.04M 0.62% -4,150 Timeline GFF GRIFFON CORP More: the full row for GRIFFON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,725 shares; 2024Q3: 17,426 shares; 2024Q4: 23,551 shares; 2025Q1: 29,811 shares; 2025Q2: 42,701 shares; 2025Q3: 52,911 shares 52,911 $4.03M 0.62% +10,210 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 71,867 shares; 2024Q3: 71,867 shares; 2024Q4: 69,767 shares; 2025Q1: 55,717 shares; 2025Q2: 81,606 shares; 2025Q3: 81,606 shares 81,606 $4M 0.62% 0 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: 15,311 shares; 2024Q3: 15,038 shares; 2024Q4: 15,013 shares; 2025Q1: 13,332 shares; 2025Q2: 13,332 shares; 2025Q3: 12,705 shares 12,705 $3.73M 0.57% -627 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 53,604 shares; 2024Q3: 37,019 shares; 2024Q4: 36,819 shares; 2025Q1: 38,307 shares; 2025Q2: 38,817 shares; 2025Q3: 38,078 shares 38,078 $3.56M 0.55% -739 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: 4,974 shares; 2024Q3: 4,964 shares; 2024Q4: 4,964 shares; 2025Q1: 4,966 shares; 2025Q2: 4,966 shares; 2025Q3: 5,056 shares 5,056 $3.38M 0.52% +90 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 15,328 shares; 2024Q3: 15,353 shares; 2024Q4: 15,323 shares; 2025Q1: 15,218 shares; 2025Q2: 17,818 shares; 2025Q3: 17,909 shares 17,909 $3.1M 0.48% +91 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: 26,903 shares; 2024Q3: 26,016 shares; 2024Q4: 37,488 shares; 2025Q1: 29,011 shares; 2025Q2: 24,014 shares; 2025Q3: 16,109 shares 16,109 $3.02M 0.46% -7,905 Timeline PHR PHREESIA INC More: the full row for PHREESIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 88,625 shares; 2024Q3: 97,085 shares; 2024Q4: 92,155 shares; 2025Q1: 92,770 shares; 2025Q2: 113,470 shares; 2025Q3: 122,975 shares 122,975 $2.89M 0.45% +9,505 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: 43,934 shares; 2024Q3: 44,344 shares; 2024Q4: 44,741 shares; 2025Q1: 38,755 shares; 2025Q2: 38,813 shares; 2025Q3: 34,602 shares 34,602 $2.86M 0.44% -4,211 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 76,545 shares; 2024Q3: 66,020 shares; 2024Q4: 62,697 shares; 2025Q1: 63,152 shares; 2025Q2: 62,200 shares; 2025Q3: 66,250 shares 66,250 $2.64M 0.41% +4,050 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10,489 shares; 2024Q3: 10,435 shares; 2024Q4: 9,538 shares; 2025Q1: 2,632 shares; 2025Q2: 2,672 shares; 2025Q3: 2,671 shares 2,671 $2.49M 0.38% -1 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,157 shares; 2024Q3: 13,531 shares; 2024Q4: 14,323 shares; 2025Q1: 14,738 shares; 2025Q2: 27,825 shares; 2025Q3: 24,550 shares 24,550 $2.29M 0.35% -3,275 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,010 shares; 2024Q3: 1,954 shares; 2024Q4: 2,212 shares; 2025Q1: 2,477 shares; 2025Q2: 6,305 shares; 2025Q3: 5,648 shares 5,648 $2.19M 0.34% -657 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: 63,350 shares; 2024Q3: 64,664 shares; 2024Q4: 48,556 shares; 2025Q1: 42,613 shares; 2025Q2: 35,973 shares; 2025Q3: 29,902 shares 29,902 $1.87M 0.29% -6,071 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 12,800 shares; 2025Q1: 13,600 shares; 2025Q2: 211,455 shares; 2025Q3: 138,555 shares 138,555 $1.82M 0.28% -72,900 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: 37,766 shares; 2024Q3: 26,422 shares; 2024Q4: 19,543 shares; 2025Q1: 17,778 shares; 2025Q2: 20,832 shares; 2025Q3: 20,317 shares 20,317 $1.79M 0.28% -515 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: 21,972 shares; 2024Q3: 17,577 shares; 2024Q4: 19,882 shares; 2025Q1: 19,563 shares; 2025Q2: 24,058 shares; 2025Q3: 22,758 shares 22,758 $1.72M 0.26% -1,300 Timeline SH PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,187 shares; 2025Q1: 2,187 shares; 2025Q2: not reported; 2025Q3: 45,960 shares 45,960 $1.7M 0.26% new 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: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 2,115 shares; 2025Q1: 2,387 shares; 2025Q2: 3,005 shares; 2025Q3: 3,305 shares 3,305 $1.37M 0.21% +300 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: 7,166 shares; 2024Q3: 6,181 shares; 2024Q4: 5,681 shares; 2025Q1: 5,681 shares; 2025Q2: 5,656 shares; 2025Q3: 5,441 shares 5,441 $1.32M 0.2% -215 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,100 shares; 2024Q3: 3,600 shares; 2024Q4: 6,450 shares; 2025Q1: 8,150 shares; 2025Q2: 11,715 shares; 2025Q3: 17,467 shares 17,467 $1.3M 0.2% +5,752 Timeline 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: 1,635 shares; 2024Q3: 19,800 shares; 2024Q4: 18,690 shares; 2025Q1: 15,105 shares; 2025Q2: 20,470 shares; 2025Q3: 18,520 shares 18,520 $1.25M 0.19% -1,950 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: 24,571 shares; 2024Q3: 25,001 shares; 2024Q4: 25,001 shares; 2025Q1: 24,826 shares; 2025Q2: 23,939 shares; 2025Q3: 27,414 shares 27,414 $1.24M 0.19% +3,475 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,450 shares; 2024Q3: 2,050 shares; 2024Q4: 5,050 shares; 2025Q1: 8,350 shares; 2025Q2: 8,425 shares; 2025Q3: 8,425 shares 8,425 $1.2M 0.18% 0 Timeline MGRC MCGRATH RENTCORP More: the full row for MCGRATH RENTCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 15,802 shares; 2024Q3: 13,527 shares; 2024Q4: 13,602 shares; 2025Q1: 13,597 shares; 2025Q2: 14,152 shares; 2025Q3: 10,152 shares 10,152 $1.19M 0.18% -4,000 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: 28,581 shares; 2024Q3: 20,349 shares; 2024Q4: 20,754 shares; 2025Q1: 20,854 shares; 2025Q2: 20,821 shares; 2025Q3: 19,521 shares 19,521 $1.06M 0.16% -1,300 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: 8,910 shares; 2024Q3: 8,910 shares; 2024Q4: 8,910 shares; 2025Q1: 8,910 shares; 2025Q2: 8,910 shares; 2025Q3: 7,000 shares 7,000 $1.04M 0.16% -1,910 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: 7,700 shares; 2024Q3: 7,680 shares; 2024Q4: 7,479 shares; 2025Q1: 5,305 shares; 2025Q2: 5,020 shares; 2025Q3: 4,458 shares 4,458 $1.03M 0.16% -562 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: 123,466 shares; 2024Q3: 139,656 shares; 2024Q4: 52,736 shares; 2025Q1: 75,036 shares; 2025Q2: 80,486 shares; 2025Q3: 72,716 shares 72,716 $1.03M 0.16% -7,770 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: not reported; 2024Q3: 2,200 shares; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares 2,200 $984K 0.15% 0 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: 824 shares; 2024Q3: 788 shares; 2024Q4: 824 shares; 2025Q1: 824 shares; 2025Q2: 814 shares; 2025Q3: 814 shares 814 $976K 0.15% 0 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: 22,195 shares; 2024Q3: 50,205 shares; 2024Q4: 51,890 shares; 2025Q1: 52,005 shares; 2025Q2: 39,730 shares; 2025Q3: 39,155 shares 39,155 $963K 0.15% -575 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 12,642 shares; 2024Q3: 12,361 shares; 2024Q4: 9,752 shares; 2025Q1: 9,322 shares; 2025Q2: 4,979 shares; 2025Q3: 4,688 shares 4,688 $927K 0.14% -291 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,735 shares; 2024Q3: 7,735 shares; 2024Q4: 7,735 shares; 2025Q1: 7,735 shares; 2025Q2: 7,335 shares; 2025Q3: 7,172 shares 7,172 $845K 0.13% -163 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: 1,680 shares; 2024Q3: 1,680 shares; 2024Q4: 1,680 shares; 2025Q1: 1,680 shares; 2025Q2: 1,680 shares; 2025Q3: 1,680 shares 1,680 $818K 0.13% 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 60,000 shares; 2025Q3: 82,000 shares 82,000 $812K 0.13% +22,000 Timeline EEMA 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: 8,869 shares; 2024Q3: 8,389 shares; 2024Q4: 8,394 shares; 2025Q1: 8,094 shares; 2025Q2: 7,989 shares; 2025Q3: 8,234 shares 8,234 $755K 0.12% +245 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: 6,714 shares; 2024Q3: 7,214 shares; 2024Q4: 5,349 shares; 2025Q1: 5,204 shares; 2025Q2: 4,528 shares; 2025Q3: 4,528 shares 4,528 $703K 0.11% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 504 shares; 2024Q3: 500 shares; 2024Q4: 504 shares; 2025Q1: 514 shares; 2025Q2: 519 shares; 2025Q3: 1,417 shares 1,417 $664K 0.1% +898 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: 1,957 shares; 2024Q3: 1,955 shares; 2024Q4: 2,095 shares; 2025Q1: 2,095 shares; 2025Q2: 2,099 shares; 2025Q3: 2,099 shares 2,099 $662K 0.1% 0 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 14,715 shares; 2024Q3: 14,690 shares; 2024Q4: 15,840 shares; 2025Q1: 17,575 shares; 2025Q2: 17,225 shares; 2025Q3: 14,890 shares 14,890 $652K 0.1% -2,335 Timeline DYN DYNE THERAPEUTICS INC More: the full row for DYNE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 35,175 shares; 2024Q3: 38,614 shares; 2024Q4: 44,940 shares; 2025Q1: 44,865 shares; 2025Q2: 55,215 shares; 2025Q3: 49,225 shares 49,225 $623K 0.1% -5,990 Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 45,165 shares; 2024Q3: 44,640 shares; 2024Q4: 33,960 shares; 2025Q1: 33,960 shares; 2025Q2: 37,490 shares; 2025Q3: 46,315 shares 46,315 $604K 0.09% +8,825 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 11,175 shares; 2024Q3: 11,403 shares; 2024Q4: 11,403 shares; 2025Q1: 11,403 shares; 2025Q2: 11,111 shares; 2025Q3: 7,856 shares 7,856 $604K 0.09% -3,255 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,957 shares; 2024Q3: 7,657 shares; 2024Q4: 7,657 shares; 2025Q1: 7,437 shares; 2025Q2: 7,437 shares; 2025Q3: 7,437 shares 7,437 $594K 0.09% 0 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 573 shares; 2024Q3: 737 shares; 2024Q4: 811 shares; 2025Q1: 811 shares; 2025Q2: 809 shares; 2025Q3: 870 shares 870 $580K 0.09% +61 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: 7,256 shares; 2024Q3: 3,735 shares; 2024Q4: 7,174 shares; 2025Q1: 6,855 shares; 2025Q2: 3,775 shares; 2025Q3: 3,925 shares 3,925 $551K 0.08% +150 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,164 shares; 2024Q3: 999 shares; 2024Q4: 1,409 shares; 2025Q1: 1,409 shares; 2025Q2: 1,409 shares; 2025Q3: 1,409 shares 1,409 $550K 0.08% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 9,415 shares; 2024Q3: 8,690 shares; 2024Q4: 8,552 shares; 2025Q1: 8,462 shares; 2025Q2: 8,134 shares; 2025Q3: 3,596 shares 3,596 $526K 0.08% -4,538 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: 4,598 shares; 2024Q3: 4,596 shares; 2024Q4: 3,331 shares; 2025Q1: 3,308 shares; 2025Q2: 3,308 shares; 2025Q3: 3,258 shares 3,258 $436K 0.07% -50 Timeline ATRO ASTRONICS CORP More: the full row for ASTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,881 shares; 2024Q3: not reported; 2024Q4: 8,451 shares; 2025Q1: 8,451 shares; 2025Q2: 8,451 shares; 2025Q3: 8,451 shares 8,451 $385K 0.06% 0 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,600 shares; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares 1,600 $381K 0.06% 0 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,879 shares; 2024Q3: 7,879 shares; 2024Q4: 7,879 shares; 2025Q1: 7,879 shares; 2025Q2: 7,879 shares; 2025Q3: 7,729 shares 7,729 $379K 0.06% -150 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 692 shares; 2024Q3: 540 shares; 2024Q4: 540 shares; 2025Q1: 540 shares; 2025Q2: 540 shares; 2025Q3: 590 shares 590 $352K 0.05% +50 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 465 shares; 2024Q3: 1,860 shares; 2024Q4: 1,860 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares 1,700 $349K 0.05% 0 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: 658 shares; 2024Q3: 468 shares; 2024Q4: 668 shares; 2025Q1: 663 shares; 2025Q2: 663 shares; 2025Q3: 663 shares 663 $333K 0.05% 0 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: 182 shares; 2024Q3: 500 shares; 2024Q4: 689 shares; 2025Q1: 689 shares; 2025Q2: 689 shares; 2025Q3: 689 shares 689 $333K 0.05% 0 KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 649 shares; 2024Q3: 473 shares; 2024Q4: 778 shares; 2025Q1: 778 shares; 2025Q2: 778 shares; 2025Q3: 778 shares 778 $331K 0.05% 0 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 700 shares; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares 700 $327K 0.05% 0 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: 2,331 shares; 2024Q3: 2,331 shares; 2024Q4: 2,275 shares; 2025Q1: 2,275 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares 2,100 $323K 0.05% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 11,141 shares; 2024Q3: 7,141 shares; 2024Q4: 11,141 shares; 2025Q1: 11,141 shares; 2025Q2: 9,591 shares; 2025Q3: 9,591 shares 9,591 $300K 0.05% 0 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: not reported; 2024Q3: not reported; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares 250 $291K 0.04% 0 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,292 shares 1,292 $275K 0.04% new 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: 10,000 shares; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 7,000 shares 7,000 $275K 0.04% -3,000 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 13,750 shares; 2024Q3: 13,750 shares; 2024Q4: 13,750 shares; 2025Q1: 13,750 shares; 2025Q2: 10,750 shares; 2025Q3: 10,750 shares 10,750 $271K 0.04% 0 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: 12,003 shares; 2024Q3: 12,003 shares; 2024Q4: 11,636 shares; 2025Q1: 11,256 shares; 2025Q2: 7,956 shares; 2025Q3: 1,356 shares 1,356 $269K 0.04% -6,600 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: 10,992 shares; 2024Q3: 10,753 shares; 2024Q4: 7,386 shares; 2025Q1: 7,153 shares; 2025Q2: 2,313 shares; 2025Q3: 2,263 shares 2,263 $255K 0.04% -50 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,350 shares 1,350 $249K 0.04% new 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: 18,822 shares; 2024Q3: 17,257 shares; 2024Q4: 9,810 shares; 2025Q1: 9,564 shares; 2025Q2: 3,804 shares; 2025Q3: 2,976 shares 2,976 $245K 0.04% -828 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,300 shares; 2025Q1: 2,300 shares; 2025Q2: not reported; 2025Q3: 1,690 shares 1,690 $240K 0.04% new Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,104 shares; 2024Q3: 5,104 shares; 2024Q4: 5,104 shares; 2025Q1: 5,104 shares; 2025Q2: 5,104 shares; 2025Q3: 5,104 shares 5,104 $227K 0.04% 0 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares 6,000 $224K 0.03% 0 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,006 shares; 2024Q3: 940 shares; 2024Q4: 940 shares; 2025Q1: 940 shares; 2025Q2: 875 shares; 2025Q3: 875 shares 875 $222K 0.03% 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: 1,000 shares; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000 $205K 0.03% 0 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: 568 shares; 2024Q3: 593 shares; 2024Q4: 568 shares; 2025Q1: 568 shares; 2025Q2: 350 shares; 2025Q3: 350 shares 350 $199K 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: 1,101 shares; 2024Q3: 1,101 shares; 2024Q4: 1,101 shares; 2025Q1: 1,101 shares; 2025Q2: 1,101 shares; 2025Q3: 1,101 shares 1,101 $196K 0.03% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 725 shares; 2024Q3: 725 shares; 2024Q4: 725 shares; 2025Q1: 725 shares; 2025Q2: 725 shares; 2025Q3: 725 shares 725 $196K 0.03% 0 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares 600 $194K 0.03% 0 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 903 shares; 2024Q3: not reported; 2024Q4: 1,275 shares; 2025Q1: 1,275 shares; 2025Q2: 1,275 shares; 2025Q3: 1,275 shares 1,275 $186K 0.03% 0 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,650 shares; 2024Q3: 1,650 shares; 2024Q4: 1,650 shares; 2025Q1: 1,650 shares; 2025Q2: 1,650 shares; 2025Q3: 1,650 shares 1,650 $179K 0.03% 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: 3,354 shares; 2024Q3: 3,354 shares; 2024Q4: 4,354 shares; 2025Q1: 6,354 shares; 2025Q2: 5,000 shares; 2025Q3: 3,000 shares 3,000 $166K 0.03% -2,000 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,242 shares 4,242 $166K 0.03% new 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,283 shares 2,283 $166K 0.03% new Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,222 shares 3,222 $163K 0.03% new 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,810 shares 3,810 $161K 0.02% new Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,148 shares; 2024Q3: 1,148 shares; 2024Q4: 1,148 shares; 2025Q1: 1,148 shares; 2025Q2: 1,148 shares; 2025Q3: 1,148 shares 1,148 $160K 0.02% 0 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,000 shares; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000 $159K 0.02% 0 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: 116 shares; 2024Q3: 114 shares; 2024Q4: 114 shares; 2025Q1: 114 shares; 2025Q2: 114 shares; 2025Q3: 29 shares 29 $157K 0.02% -85 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 538 shares; 2024Q3: not reported; 2024Q4: 931 shares; 2025Q1: 931 shares; 2025Q2: 931 shares; 2025Q3: 931 shares 931 $150K 0.02% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 508 shares; 2024Q3: 508 shares; 2024Q4: 508 shares; 2025Q1: 508 shares; 2025Q2: 508 shares; 2025Q3: 508 shares 508 $149K 0.02% 0 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,899 shares; 2024Q3: 3,899 shares; 2024Q4: 3,899 shares; 2025Q1: 3,566 shares; 2025Q2: 3,144 shares; 2025Q3: 3,144 shares 3,144 $146K 0.02% 0 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 803 shares; 2024Q3: not reported; 2024Q4: 1,144 shares; 2025Q1: 1,144 shares; 2025Q2: 1,144 shares; 2025Q3: 1,144 shares 1,144 $142K 0.02% 0 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,450 shares; 2024Q3: 1,450 shares; 2024Q4: 1,450 shares; 2025Q1: 1,150 shares; 2025Q2: 1,150 shares; 2025Q3: 1,150 shares 1,150 $141K 0.02% 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: 500 shares; 2024Q3: not reported; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares 500 $137K 0.02% 0 Timeline VRRM VERRA MOBILITY CORP More: the full row for VERRA MOBILITY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,088 shares; 2024Q3: not reported; 2024Q4: 5,347 shares; 2025Q1: 5,347 shares; 2025Q2: 5,347 shares; 2025Q3: 5,347 shares 5,347 $132K 0.02% 0 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: 777 shares; 2024Q3: 777 shares; 2024Q4: 708 shares; 2025Q1: 708 shares; 2025Q2: 708 shares; 2025Q3: 708 shares 708 $131K 0.02% 0 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 632 shares; 2024Q3: not reported; 2024Q4: 1,214 shares; 2025Q1: 1,214 shares; 2025Q2: 1,214 shares; 2025Q3: 1,214 shares 1,214 $131K 0.02% 0 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 738 shares; 2024Q3: not reported; 2024Q4: 1,155 shares; 2025Q1: 1,155 shares; 2025Q2: 1,155 shares; 2025Q3: 1,155 shares 1,155 $130K 0.02% 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: not reported; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000 $124K 0.02% 0 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 500 shares; 2024Q3: not reported; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares 500 $123K 0.02% 0 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,350 shares; 2024Q3: not reported; 2024Q4: 2,764 shares; 2025Q1: 2,764 shares; 2025Q2: 2,764 shares; 2025Q3: 2,764 shares 2,764 $122K 0.02% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 818 shares; 2024Q3: 818 shares; 2024Q4: 818 shares; 2025Q1: 818 shares; 2025Q2: 818 shares; 2025Q3: 818 shares 818 $118K 0.02% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares 600 $116K 0.02% 0 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: not reported; 2024Q3: not reported; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares 250 $114K 0.02% 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: not reported; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares 400 $113K 0.02% 0 Timeline RAL RALLIANT CORP More: the full row for RALLIANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,175 shares; 2025Q3: 2,576 shares 2,576 $113K 0.02% +1,401 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,950 shares; 2024Q3: 1,950 shares; 2024Q4: 1,950 shares; 2025Q1: 1,950 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares 1,250 $110K 0.02% 0 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,500 shares; 2024Q3: 7,500 shares; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares 4,500 $109K 0.02% 0 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: 2,000 shares; 2024Q3: not reported; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares 2,000 $109K 0.02% 0 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,400 shares; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares 1,100 $108K 0.02% 0 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: 828 shares; 2024Q3: 855 shares; 2024Q4: 855 shares; 2025Q1: 870 shares; 2025Q2: 870 shares; 2025Q3: 445 shares 445 $105K 0.02% -425 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares 500 $103K 0.02% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,221 shares; 2025Q1: 1,221 shares; 2025Q2: 1,221 shares; 2025Q3: 1,221 shares 1,221 $102K 0.02% 0 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 255 shares; 2024Q3: not reported; 2024Q4: 442 shares; 2025Q1: 442 shares; 2025Q2: 442 shares; 2025Q3: 442 shares 442 $102K 0.02% 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: 2,000 shares; 2024Q3: not reported; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares 2,000 $101K 0.02% 0 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: 1,802 shares; 2024Q3: 1,702 shares; 2024Q4: 2,013 shares; 2025Q1: 1,472 shares; 2025Q2: 1,472 shares; 2025Q3: 1,472 shares 1,472 $101K 0.02% 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: 3,900 shares; 2024Q3: 3,900 shares; 2024Q4: 3,900 shares; 2025Q1: 3,900 shares; 2025Q2: 3,900 shares; 2025Q3: 3,900 shares 3,900 $99.4K 0.02% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 250 shares; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares 250 $93.6K 0.01% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,700 shares; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares 800 $91.7K 0.01% 0 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: 475 shares; 2024Q3: 475 shares; 2024Q4: 475 shares; 2025Q1: 475 shares; 2025Q2: 475 shares; 2025Q3: 475 shares 475 $91.4K 0.01% 0 Timeline EVN EATON VANCE MUN INCOME TR More: the full row for EATON VANCE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,230 shares; 2024Q3: 8,230 shares; 2024Q4: 8,230 shares; 2025Q1: 8,230 shares; 2025Q2: 8,230 shares; 2025Q3: 8,230 shares 8,230 $91.1K 0.01% 0 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 415 shares; 2024Q3: 415 shares; 2024Q4: 415 shares; 2025Q1: 415 shares; 2025Q2: 415 shares; 2025Q3: 415 shares 415 $87.8K 0.01% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000 $84.1K 0.01% 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: 626 shares; 2024Q3: 626 shares; 2024Q4: 856 shares; 2025Q1: 856 shares; 2025Q2: 856 shares; 2025Q3: 856 shares 856 $83.6K 0.01% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 103 shares; 2024Q3: 103 shares; 2024Q4: 103 shares; 2025Q1: 103 shares; 2025Q2: 103 shares; 2025Q3: 103 shares 103 $76.9K 0.01% 0 Timeline SRPT SAREPTA THERAPEUTICS INC More: the full row for SAREPTA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 6,935 shares; 2025Q1: 7,815 shares; 2025Q2: 4,180 shares; 2025Q3: 3,980 shares 3,980 $76.7K 0.01% -200 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: 568 shares; 2024Q3: 568 shares; 2024Q4: 568 shares; 2025Q1: 568 shares; 2025Q2: 568 shares; 2025Q3: 568 shares 568 $73.8K 0.01% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 750 shares; 2025Q3: 1,100 shares 1,100 $71.5K 0.01% +350 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 22,727 shares; 2024Q3: 13,522 shares; 2024Q4: 14,480 shares; 2025Q1: 14,760 shares; 2025Q2: 860 shares; 2025Q3: 860 shares 860 $71.4K 0.01% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 506 shares; 2024Q3: 506 shares; 2024Q4: 506 shares; 2025Q1: 506 shares; 2025Q2: 506 shares; 2025Q3: 506 shares 506 $70.9K 0.01% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 175 shares 175 $66.3K 0.01% new Timeline AVNT AVIENT CORPORATION More: the full row for AVIENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,610 shares; 2024Q3: 7,610 shares; 2024Q4: 7,105 shares; 2025Q1: 9,505 shares; 2025Q2: 9,400 shares; 2025Q3: 1,995 shares 1,995 $65.7K 0.01% -7,405 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: 1,300 shares; 2024Q3: 1,000 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares 500 $65.6K 0.01% 0 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,135 shares; 2024Q3: 1,135 shares; 2024Q4: 920 shares; 2025Q1: 920 shares; 2025Q2: 920 shares; 2025Q3: 250 shares 250 $62.9K 0.01% -670 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,875 shares; 2024Q3: 1,875 shares; 2024Q4: 1,875 shares; 2025Q1: 1,875 shares; 2025Q2: 1,875 shares; 2025Q3: 1,875 shares 1,875 $61.7K 0.01% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 185 shares; 2024Q3: 185 shares; 2024Q4: 185 shares; 2025Q1: 185 shares; 2025Q2: 185 shares; 2025Q3: 185 shares 185 $60.7K 0.01% 0 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 659 shares; 2024Q3: not reported; 2024Q4: 1,141 shares; 2025Q1: 1,141 shares; 2025Q2: 1,141 shares; 2025Q3: 1,141 shares 1,141 $59.7K 0.01% 0 Timeline MDYG 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: 1,400 shares; 2024Q3: 1,250 shares; 2024Q4: 1,250 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 650 shares 650 $59.5K 0.01% 0 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,400 shares; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares 1,300 $58.3K 0.01% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 360 shares; 2024Q3: 360 shares; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: 235 shares; 2025Q3: 175 shares 175 $56K 0.01% -60 Timeline SPYM 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: 2,550 shares; 2024Q3: 2,200 shares; 2024Q4: 1,425 shares; 2025Q1: 1,225 shares; 2025Q2: 1,225 shares; 2025Q3: 700 shares 700 $54.8K 0.01% -525 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: 100 shares; 2024Q3: 200 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 100 shares; 2025Q3: 100 shares 100 $49.3K 0.01% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,349 shares; 2024Q3: 1,336 shares; 2024Q4: 1,190 shares; 2025Q1: 683 shares; 2025Q2: 453 shares; 2025Q3: 453 shares 453 $48.3K 0.01% 0 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 103 shares; 2025Q2: 103 shares; 2025Q3: 103 shares 103 $45.8K 0.01% 0 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 675 shares; 2024Q3: 675 shares; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 650 shares 650 $44.3K 0.01% 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: 2,000 shares; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 500 shares 500 $42K 0.01% -1,500 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: 246 shares; 2024Q3: 246 shares; 2024Q4: 171 shares; 2025Q1: 171 shares; 2025Q2: 171 shares; 2025Q3: 171 shares 171 $40.4K 0.01% 0 Timeline CWAN CLEARWATER ANALYTICS HLDGS I More: the full row for CLEARWATER ANALYTICS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,188 shares; 2024Q3: not reported; 2024Q4: 2,057 shares; 2025Q1: 2,057 shares; 2025Q2: 2,057 shares; 2025Q3: 2,057 shares 2,057 $37.1K 0.01% 0 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 650 shares; 2024Q3: 650 shares; 2024Q4: 650 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares 250 $33.2K 0.01% 0 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: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares 100 $32.3K <0.01% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 44 shares; 2024Q3: 44 shares; 2024Q4: 132 shares; 2025Q1: 132 shares; 2025Q2: 132 shares; 2025Q3: 132 shares 132 $30.3K <0.01% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 280 shares; 2024Q3: 280 shares; 2024Q4: 280 shares; 2025Q1: 280 shares; 2025Q2: 247 shares; 2025Q3: 247 shares 247 $29.4K <0.01% 0 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: 781 shares; 2024Q3: 781 shares; 2024Q4: 781 shares; 2025Q1: 781 shares; 2025Q2: 496 shares; 2025Q3: 211 shares 211 $27.2K <0.01% -285 Timeline WLK WESTLAKE CORPORATION More: the full row for WESTLAKE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 350 shares; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares 350 $27K <0.01% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 525 shares; 2024Q3: 45 shares; 2024Q4: 45 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 70 shares 70 $25.6K <0.01% 0 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 267 shares; 2025Q1: 267 shares; 2025Q2: 267 shares; 2025Q3: 267 shares 267 $25.3K <0.01% 0 Timeline RAVI FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 334 shares; 2025Q1: 334 shares; 2025Q2: 334 shares; 2025Q3: 334 shares 334 $25.3K <0.01% 0 Timeline PTEN PATTERSON-UTI ENERGY INC More: the full row for PATTERSON-UTI ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 89,717 shares; 2024Q3: 97,885 shares; 2024Q4: 10,287 shares; 2025Q1: 6,837 shares; 2025Q2: 6,837 shares; 2025Q3: 4,876 shares 4,876 $25.3K <0.01% -1,961 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: 2,561 shares; 2024Q3: 2,561 shares; 2024Q4: 1,109 shares; 2025Q1: 234 shares; 2025Q2: 39 shares; 2025Q3: 39 shares 39 $24.9K <0.01% 0 Timeline YORW YORK WTR CO More: the full row for YORK WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 800 shares; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares 800 $24.3K <0.01% 0 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 330 shares; 2024Q3: 330 shares; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 330 shares; 2025Q3: 330 shares 330 $22.6K <0.01% 0 Timeline IYW 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: 8 shares; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 114 shares 114 $22.3K <0.01% +106 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,550 shares; 2024Q3: 500 shares; 2024Q4: 1,336 shares; 2025Q1: 500 shares; 2025Q2: 550 shares; 2025Q3: 550 shares 550 $21.7K <0.01% 0 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 345 shares; 2024Q3: 345 shares; 2024Q4: 300 shares; 2025Q1: 210 shares; 2025Q2: 210 shares; 2025Q3: 210 shares 210 $21.7K <0.01% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 189 shares; 2024Q3: 189 shares; 2024Q4: 189 shares; 2025Q1: 189 shares; 2025Q2: 189 shares; 2025Q3: 189 shares 189 $19.5K <0.01% 0 Timeline GTN GRAY MEDIA INC More: the full row for GRAY MEDIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 172,785 shares; 2024Q3: 153,442 shares; 2024Q4: 15,350 shares; 2025Q1: 3,850 shares; 2025Q2: 3,350 shares; 2025Q3: 3,350 shares 3,350 $19.4K <0.01% 0 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 900 shares; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares 900 $18.4K <0.01% 0 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: 2,064 shares; 2024Q3: 1,564 shares; 2024Q4: 999 shares; 2025Q1: 990 shares; 2025Q2: 495 shares; 2025Q3: 495 shares 495 $17.6K <0.01% 0 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: not reported; 2024Q3: not reported; 2024Q4: 182 shares; 2025Q1: 182 shares; 2025Q2: 182 shares; 2025Q3: 182 shares 182 $17.4K <0.01% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares 100 $16.5K <0.01% 0 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: 300 shares; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares 300 $16K <0.01% 0 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 725 shares; 2024Q3: 725 shares; 2024Q4: 725 shares; 2025Q1: 725 shares; 2025Q2: 725 shares; 2025Q3: 725 shares 725 $15.8K <0.01% 0 Timeline EMQQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 15 shares; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 340 shares 340 $15.8K <0.01% +325 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 70 shares; 2024Q3: 70 shares; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 70 shares 70 $15.6K <0.01% 0 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: 75 shares; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 55 shares 55 $15.5K <0.01% -20 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: 31 shares; 2024Q3: 31 shares; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 31 shares; 2025Q3: 31 shares 31 $14.7K <0.01% 0 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: not reported; 2024Q3: not reported; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares 500 $14.1K <0.01% 0 Timeline SPYD 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: 300 shares; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares 300 $13.2K <0.01% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 592 shares; 2024Q3: 240 shares; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 200 shares; 2025Q3: 155 shares 155 $12.2K <0.01% -45 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: 175 shares; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 115 shares; 2025Q2: 40 shares; 2025Q3: 40 shares 40 $11.3K <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: 53 shares; 2024Q3: 53 shares; 2024Q4: 53 shares; 2025Q1: 53 shares; 2025Q2: 53 shares; 2025Q3: 53 shares 53 $11.2K <0.01% 0 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: 70 shares; 2024Q3: 70 shares; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 70 shares 70 $11.1K <0.01% 0 Timeline SDGR SCHRODINGER INC More: the full row for SCHRODINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 350 shares; 2024Q3: 450 shares; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 550 shares 550 $11K <0.01% 0 Timeline EGY VAALCO ENERGY INC More: the full row for VAALCO ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 15,450 shares; 2024Q3: 34,750 shares; 2024Q4: 15,300 shares; 2025Q1: 15,300 shares; 2025Q2: 6,300 shares; 2025Q3: 2,700 shares 2,700 $10.9K <0.01% -3,600 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 267 shares; 2024Q3: 267 shares; 2024Q4: 267 shares; 2025Q1: 267 shares; 2025Q2: 267 shares; 2025Q3: 267 shares 267 $10.1K <0.01% 0 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 140 shares; 2024Q3: 140 shares; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 140 shares; 2025Q3: 140 shares 140 $9.6K <0.01% 0 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: 1,150 shares; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 50 shares 50 $8.32K <0.01% -100 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 125 shares 125 $7.34K <0.01% new Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 24 shares; 2024Q3: 22 shares; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 26 shares 26 $7.33K <0.01% +2 Timeline SJNK 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: 460 shares; 2024Q3: 460 shares; 2024Q4: 275 shares; 2025Q1: 275 shares; 2025Q2: 275 shares; 2025Q3: 275 shares 275 $7.04K <0.01% 0 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 125 shares; 2025Q3: 140 shares 140 $6.71K <0.01% +15 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6 shares; 2024Q3: 3 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares 15 $6.53K <0.01% 0 Timeline NFRA FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 92 shares; 2025Q1: 92 shares; 2025Q2: 92 shares; 2025Q3: 92 shares 92 $5.79K <0.01% 0 Timeline SOBO SOUTH BOW CORP More: the full row for SOUTH BOW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares 200 $5.66K <0.01% 0 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: 1,561 shares; 2024Q3: 161 shares; 2024Q4: 161 shares; 2025Q1: 161 shares; 2025Q2: 161 shares; 2025Q3: 161 shares 161 $5.06K <0.01% 0 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: 5 shares; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares 5 $3.86K <0.01% 0 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,440 shares; 2024Q3: 40 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares 50 $3.63K <0.01% 0 Timeline ARWR ARROWHEAD PHARMACEUTICALS IN More: the full row for ARROWHEAD PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares 100 $3.45K <0.01% 0 Timeline IHI 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: 51 shares; 2024Q3: 43 shares; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: 51 shares; 2025Q3: 51 shares 51 $3.06K <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: 935 shares; 2024Q3: 935 shares; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 28 shares 28 $2.86K <0.01% 0 Timeline RXRX RECURSION PHARMACEUTICALS IN More: the full row for RECURSION PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 400 shares 400 $1.95K <0.01% new 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: 198 shares; 2024Q3: 27 shares; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: 27 shares; 2025Q3: 27 shares 27 $1.76K <0.01% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10 shares; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 13 shares 13 $1.57K <0.01% +3 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3 shares 3 $1.44K <0.01% new Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 20 shares; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares 20 $1.34K <0.01% 0 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: 1,250 shares; 2024Q3: 1,250 shares; 2024Q4: 1,175 shares; 2025Q1: 1,175 shares; 2025Q2: 1,183 shares; 2025Q3: 8 shares 8 $1.29K <0.01% -1,175 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19 shares; 2025Q3: 19 shares 19 $1.08K <0.01% 0 Timeline BCAB BIOATLA INC More: the full row for BIOATLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,403 shares; 2025Q1: 1,403 shares; 2025Q2: 1,403 shares; 2025Q3: 1,403 shares 1,403 $966 <0.01% 0 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15 shares; 2025Q3: 15 shares 15 $912 <0.01% 0 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares 50 $774 <0.01% 0 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: 4 shares 4 $730 <0.01% 0 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1 shares 1 $601 <0.01% new Timeline EMBC EMBECTA CORP More: the full row for EMBECTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 40 shares; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares 40 $565 <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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares 2 $543 <0.01% 0 Timeline ACB AURORA CANNABIS INC More: the full row for AURORA CANNABIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4 shares; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares 4 $24 <0.01% 0 Timeline