TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,181,071 shares; 2024Q4: 16,803,807 shares; 2025Q1: 15,320,394 shares; 2025Q2: 14,740,291 shares; 2025Q3: 12,733,758 shares 12,733,758 $1.02B 6.13% -2,006,533 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,912,417 shares; 2024Q4: 6,616,614 shares; 2025Q1: 5,972,658 shares; 2025Q2: 5,767,972 shares; 2025Q3: 5,387,726 shares 5,387,726 $702M 4.23% -380,246 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,330,307 shares; 2024Q4: 7,459,760 shares; 2025Q1: 6,805,190 shares; 2025Q2: 6,577,072 shares; 2025Q3: 4,206,909 shares 4,206,909 $620M 3.74% -2,370,163 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,721,700 shares; 2025Q1: 4,792,057 shares; 2025Q2: 4,907,266 shares; 2025Q3: 4,765,105 shares 4,765,105 $454M 2.73% -142,161 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,060,190 shares; 2024Q4: 2,441,570 shares; 2025Q1: 2,678,815 shares; 2025Q2: 2,774,812 shares; 2025Q3: 2,657,180 shares 2,657,180 $442M 2.66% -117,632 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,874,876 shares; 2024Q4: 2,887,795 shares; 2025Q1: 3,640,885 shares; 2025Q2: 3,544,644 shares; 2025Q3: 3,511,297 shares 3,511,297 $416M 2.51% -33,347 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 1,007,798 shares; 2025Q1: 1,280,901 shares; 2025Q2: 1,339,427 shares; 2025Q3: 1,452,138 shares 1,452,138 $410M 2.47% +112,711 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,099,883 shares; 2024Q4: 1,272,425 shares; 2025Q1: 1,399,279 shares; 2025Q2: 1,436,622 shares; 2025Q3: 1,446,930 shares 1,446,930 $408M 2.46% +10,308 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,451,592 shares; 2024Q4: 1,449,478 shares; 2025Q1: 1,456,338 shares; 2025Q2: 1,427,713 shares; 2025Q3: 1,227,147 shares 1,227,147 $408M 2.45% -200,566 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,446,817 shares; 2024Q4: 4,041,922 shares; 2025Q1: 4,425,097 shares; 2025Q2: 5,104,436 shares; 2025Q3: 4,852,678 shares 4,852,678 $407M 2.45% -251,758 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,328,268 shares; 2024Q4: 3,338,384 shares; 2025Q1: 3,784,668 shares; 2025Q2: 3,729,174 shares; 2025Q3: 3,830,908 shares 3,830,908 $403M 2.43% +101,734 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,466,578 shares; 2024Q4: 16,450,713 shares; 2025Q1: 16,553,576 shares; 2025Q2: 15,268,735 shares; 2025Q3: 14,148,489 shares 14,148,489 $402M 2.42% -1,120,246 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,536,793 shares; 2024Q4: 4,116,484 shares; 2025Q1: 4,262,691 shares; 2025Q2: 4,134,954 shares; 2025Q3: 3,847,915 shares 3,847,915 $363M 2.19% -287,039 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,991,072 shares; 2024Q4: 4,984,681 shares; 2025Q1: 5,055,808 shares; 2025Q2: 4,650,708 shares; 2025Q3: 4,422,353 shares 4,422,353 $363M 2.19% -228,355 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,950,926 shares; 2024Q4: 10,964,012 shares; 2025Q1: 12,206,979 shares; 2025Q2: 11,939,789 shares; 2025Q3: 11,383,765 shares 11,383,765 $358M 2.15% -556,024 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,404,142 shares; 2024Q4: 6,645,095 shares; 2025Q1: 7,265,010 shares; 2025Q2: 6,999,809 shares; 2025Q3: 6,520,773 shares 6,520,773 $355M 2.14% -479,036 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: 2,966,705 shares; 2024Q4: 2,967,426 shares; 2025Q1: 2,988,189 shares; 2025Q2: 2,938,215 shares; 2025Q3: 2,817,824 shares 2,817,824 $350M 2.11% -120,391 Timeline FTS FORTIS INC More: the full row for FORTIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,021,648 shares; 2024Q4: 8,147,541 shares; 2025Q1: 7,605,491 shares; 2025Q2: 7,336,752 shares; 2025Q3: 6,821,376 shares 6,821,376 $346M 2.08% -515,376 Timeline RCI ROGERS COMMUNICATIONS INC More: the full row for ROGERS COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,922,339 shares; 2024Q4: 11,715,865 shares; 2025Q1: 10,601,331 shares; 2025Q2: 10,308,495 shares; 2025Q3: 9,783,210 shares 9,783,210 $337M 2.03% -525,285 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,083,383 shares; 2024Q4: 1,081,943 shares; 2025Q1: 1,558,859 shares; 2025Q2: 1,779,101 shares; 2025Q3: 1,680,090 shares 1,680,090 $337M 2.03% -99,011 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,145,084 shares; 2024Q4: 5,639,237 shares; 2025Q1: 5,798,567 shares; 2025Q2: 5,624,674 shares; 2025Q3: 5,234,439 shares 5,234,439 $336M 2.02% -390,235 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,040,770 shares; 2024Q4: 7,025,770 shares; 2025Q1: 7,059,654 shares; 2025Q2: 5,973,100 shares; 2025Q3: 3,681,235 shares 3,681,235 $335M 2.02% -2,291,865 Timeline GIB CGI INC More: the full row for CGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,790,531 shares; 2024Q4: 3,422,615 shares; 2025Q1: 3,055,815 shares; 2025Q2: 3,452,820 shares; 2025Q3: 3,746,942 shares 3,746,942 $334M 2.01% +294,122 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,315,653 shares; 2024Q4: 5,701,812 shares; 2025Q1: 6,223,537 shares; 2025Q2: 6,001,244 shares; 2025Q3: 5,583,555 shares 5,583,555 $328M 1.98% -417,689 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,965,136 shares; 2024Q4: 12,603,404 shares; 2025Q1: 11,381,728 shares; 2025Q2: 11,076,292 shares; 2025Q3: 10,260,514 shares 10,260,514 $320M 1.93% -815,778 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,653,906 shares; 2024Q4: 5,996,087 shares; 2025Q1: 3,542,283 shares; 2025Q2: 3,422,805 shares; 2025Q3: 2,940,185 shares 2,940,185 $319M 1.92% -482,620 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,725,750 shares; 2024Q4: 4,640,834 shares; 2025Q1: 4,266,734 shares; 2025Q2: 4,127,444 shares; 2025Q3: 3,818,265 shares 3,818,265 $284M 1.71% -309,179 Timeline CIGI COLLIERS INTL GROUP INC More: the full row for COLLIERS INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,999,725 shares; 2024Q4: 1,814,110 shares; 2025Q1: 1,824,683 shares; 2025Q2: 1,863,281 shares; 2025Q3: 1,732,466 shares 1,732,466 $271M 1.63% -130,815 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 482,375 shares; 2024Q4: 481,291 shares; 2025Q1: 483,097 shares; 2025Q2: 570,080 shares; 2025Q3: 538,521 shares 538,521 $265M 1.59% -31,559 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 246,539 shares; 2025Q2: 240,141 shares; 2025Q3: 222,122 shares 222,122 $259M 1.56% -18,019 Timeline GFL GFL ENVIRONMENTAL INC More: the full row for GFL ENVIRONMENTAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,967,601 shares; 2024Q4: 6,265,968 shares; 2025Q1: 6,111,425 shares; 2025Q2: 5,913,330 shares; 2025Q3: 5,456,285 shares 5,456,285 $259M 1.56% -457,045 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,177,020 shares; 2024Q4: 3,401,890 shares; 2025Q1: 3,421,164 shares; 2025Q2: 3,333,998 shares; 2025Q3: 3,161,467 shares 3,161,467 $258M 1.55% -172,531 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,750,033 shares; 2024Q4: 5,285,394 shares; 2025Q1: 4,885,061 shares; 2025Q2: 4,601,560 shares; 2025Q3: 4,265,170 shares 4,265,170 $256M 1.54% -336,390 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: restricted; 2024Q3: 9,743,856 shares; 2024Q4: 8,803,703 shares; 2025Q1: 8,002,493 shares; 2025Q2: 7,704,918 shares; 2025Q3: 5,788,651 shares 5,788,651 $242M 1.46% -1,916,267 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 753,653 shares; 2025Q3: 717,822 shares 717,822 $232M 1.4% -35,831 Timeline INTERPUBLIC GROUP COS INTERPUBLIC GROUP COS More: the full row for INTERPUBLIC GROUP COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,805,008 shares; 2024Q4: 8,816,365 shares; 2025Q1: 8,848,445 shares; 2025Q2: 8,593,612 shares; 2025Q3: 8,104,203 shares 8,104,203 $226M 1.36% -489,409 OTEX OPEN TEXT CORP More: the full row for OPEN TEXT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,347,075 shares; 2024Q4: 7,542,572 shares; 2025Q1: 6,715,724 shares; 2025Q2: 6,493,133 shares; 2025Q3: 6,014,504 shares 6,014,504 $225M 1.35% -478,629 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,088,672 shares 1,088,672 $223M 1.34% new Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,892,426 shares; 2024Q4: 1,701,250 shares; 2025Q1: 1,132,112 shares; 2025Q2: 1,081,100 shares; 2025Q3: 999,536 shares 999,536 $223M 1.34% -81,564 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,524,898 shares; 2024Q4: 5,860,619 shares; 2025Q1: 5,211,934 shares; 2025Q2: 5,043,131 shares; 2025Q3: 3,108,035 shares 3,108,035 $213M 1.28% -1,935,096 Timeline CAE CAE INC More: the full row for CAE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,374,655 shares; 2024Q4: 12,092,573 shares; 2025Q1: 11,800,845 shares; 2025Q2: 11,528,538 shares; 2025Q3: 7,196,402 shares 7,196,402 $213M 1.28% -4,332,136 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,890,205 shares; 2024Q4: 6,925,365 shares; 2025Q1: 7,827,946 shares; 2025Q2: 7,626,085 shares; 2025Q3: 6,741,727 shares 6,741,727 $213M 1.28% -884,358 Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,587,245 shares; 2024Q4: 7,561,262 shares; 2025Q1: 7,575,902 shares; 2025Q2: 7,348,126 shares; 2025Q3: 6,867,982 shares 6,867,982 $192M 1.15% -480,144 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,781,874 shares; 2024Q4: 2,785,866 shares; 2025Q1: 2,799,553 shares; 2025Q2: 2,744,300 shares; 2025Q3: 2,631,474 shares 2,631,474 $185M 1.12% -112,826 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,014,909 shares; 2024Q4: 2,663,869 shares; 2025Q1: 2,675,610 shares; 2025Q2: 2,600,616 shares; 2025Q3: 2,022,950 shares 2,022,950 $172M 1.03% -577,666 Timeline ATS ATS CORPORATION More: the full row for ATS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,090,069 shares; 2024Q4: 6,515,682 shares; 2025Q1: 7,052,324 shares; 2025Q2: 6,834,488 shares; 2025Q3: 6,330,688 shares 6,330,688 $166M 1% -503,800 2026-08-31, 13G/A Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,287,594 shares; 2024Q4: 2,841,072 shares; 2025Q1: 2,853,199 shares; 2025Q2: 2,771,630 shares; 2025Q3: 2,622,212 shares 2,622,212 $164M 0.99% -149,418 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 625,232 shares; 2024Q4: 604,663 shares; 2025Q1: 606,601 shares; 2025Q2: 589,186 shares; 2025Q3: 369,814 shares 369,814 $156M 0.94% -219,372 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,443,616 shares; 2024Q4: 2,574,832 shares; 2025Q1: 2,582,269 shares; 2025Q2: 2,512,094 shares; 2025Q3: 2,371,875 shares 2,371,875 $126M 0.76% -140,219 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,422,340 shares; 2024Q4: 2,653,004 shares; 2025Q1: 2,355,906 shares; 2025Q2: 2,278,022 shares; 2025Q3: 2,101,976 shares 2,101,976 $120M 0.72% -176,046 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 470,273 shares; 2024Q4: 506,305 shares; 2025Q1: 510,776 shares; 2025Q2: 332,952 shares; 2025Q3: 317,217 shares 317,217 $99.1M 0.6% -15,735 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,971,778 shares; 2024Q4: 3,668,618 shares; 2025Q1: 3,303,328 shares; 2025Q2: 2,385,338 shares; 2025Q3: 2,254,068 shares 2,254,068 $78.6M 0.47% -131,270 Timeline TFPM TRIPLE FLAG PRECIOUS METAL More: the full row for TRIPLE FLAG PRECIOUS METAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,308,780 shares; 2024Q4: 2,134,100 shares; 2025Q1: 1,932,070 shares; 2025Q2: 1,402,880 shares; 2025Q3: 1,327,100 shares 1,327,100 $38.9M 0.23% -75,780 Timeline DCBO DOCEBO INC More: the full row for DOCEBO 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: 248,560 shares; 2025Q3: 1,117,210 shares 1,117,210 $30.5M 0.18% +868,650 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306,462 shares; 2024Q4: 270,762 shares; 2025Q1: 288,552 shares; 2025Q2: 271,232 shares; 2025Q3: 252,467 shares 252,467 $26.4M 0.16% -18,765 Timeline EPRX EUPRAXIA PHARMACEUTICALS INC More: the full row for EUPRAXIA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,058,899 shares 4,058,899 $23.9M 0.14% new Timeline BBU BROOKFIELD BUSINESS PARTNERS L More: the full row for BROOKFIELD BUSINESS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 806,540 shares; 2024Q4: 734,790 shares; 2025Q1: 683,180 shares; 2025Q2: 660,130 shares; 2025Q3: 641,090 shares 641,090 $21M 0.13% -19,040 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: 886 shares; 2024Q4: 500 shares; 2025Q1: 38,342 shares; 2025Q2: 36,257 shares; 2025Q3: 34,547 shares 34,547 $17.9M 0.11% -1,710 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,540 shares; 2024Q4: 1,540 shares; 2025Q1: 77,845 shares; 2025Q2: 77,845 shares; 2025Q3: 200,807 shares 200,807 $16M 0.1% +122,962 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,203,551 shares; 2024Q4: 6,492,912 shares; 2025Q1: 2,312,498 shares; 2025Q2: 171,637 shares; 2025Q3: 244,854 shares 244,854 $15.8M 0.1% +73,217 Timeline EMA EMERA INC More: the full row for EMERA 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: 299,288 shares; 2025Q3: 292,263 shares 292,263 $14M 0.08% -7,025 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: not reported; 2024Q4: not reported; 2025Q1: 59,198 shares; 2025Q2: 55,251 shares; 2025Q3: 50,041 shares 50,041 $12.7M 0.08% -5,210 Timeline BBUC BROOKFIELD BUSINESS HOLDINGS More: the full row for BROOKFIELD BUSINESS HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 509,290 shares; 2024Q4: 475,320 shares; 2025Q1: 411,955 shares; 2025Q2: 399,025 shares; 2025Q3: 362,050 shares 362,050 $12.2M 0.07% -36,975 Timeline DNN DENISON MINES CORP More: the full row for DENISON MINES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,301,740 shares; 2024Q4: 6,757,270 shares; 2025Q1: 6,056,600 shares; 2025Q2: 5,856,260 shares; 2025Q3: 4,145,940 shares 4,145,940 $11.4M 0.07% -1,710,320 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: not reported; 2024Q4: not reported; 2025Q1: 35,488 shares; 2025Q2: 32,650 shares; 2025Q3: 32,125 shares 32,125 $10.1M 0.06% -525 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS 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: 67,001 shares; 2025Q2: 65,793 shares; 2025Q3: 63,711 shares 63,711 $9.89M 0.06% -2,082 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE 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: 255,681 shares; 2025Q2: 244,431 shares; 2025Q3: 241,856 shares 241,856 $9.78M 0.06% -2,575 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,125 shares; 2024Q4: 1,125 shares; 2025Q1: 399,027 shares; 2025Q2: 372,277 shares; 2025Q3: 369,027 shares 369,027 $9.51M 0.06% -3,250 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,351 shares; 2025Q2: 30,241 shares; 2025Q3: 28,841 shares 28,841 $8.05M 0.05% -1,400 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 82,305 shares; 2025Q2: 73,575 shares; 2025Q3: 71,650 shares 71,650 $7.88M 0.05% -1,925 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45,276 shares; 2025Q2: 42,781 shares; 2025Q3: 42,031 shares 42,031 $7.79M 0.05% -750 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 53,381 shares; 2025Q2: 46,070 shares; 2025Q3: 46,070 shares 46,070 $7.76M 0.05% 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: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 119,720 shares; 2025Q2: 115,810 shares; 2025Q3: 105,285 shares 105,285 $7.2M 0.04% -10,525 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER 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: 202,820 shares; 2025Q2: 192,170 shares; 2025Q3: 192,470 shares 192,470 $6.16M 0.04% +300 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,135 shares; 2025Q2: 24,820 shares; 2025Q3: 24,320 shares 24,320 $5.12M 0.03% -500 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 765 shares; 2024Q4: 765 shares; 2025Q1: 18,202 shares; 2025Q2: 17,677 shares; 2025Q3: 17,595 shares 17,595 $4.29M 0.03% -82 Timeline TU TELUS CORPORATION More: the full row for TELUS 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: 299,518 shares; 2025Q2: 276,053 shares; 2025Q3: 252,156 shares 252,156 $3.97M 0.02% -23,897 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,495 shares; 2025Q2: 16,060 shares; 2025Q3: 15,960 shares 15,960 $3.94M 0.02% -100 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,086 shares; 2024Q4: 41,086 shares; 2025Q1: 41,086 shares; 2025Q2: 40,156 shares; 2025Q3: 40,051 shares 40,051 $3.74M 0.02% -105 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: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 34,798 shares; 2025Q2: 27,600 shares; 2025Q3: 27,400 shares 27,400 $3.67M 0.02% -200 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 79,163 shares; 2025Q2: 72,518 shares; 2025Q3: 63,438 shares 63,438 $3.52M 0.02% -9,080 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 27,725 shares; 2025Q2: 25,925 shares; 2025Q3: 24,925 shares 24,925 $3.5M 0.02% -1,000 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 263,964 shares; 2025Q2: 243,424 shares; 2025Q3: 67,566 shares 67,566 $3.41M 0.02% -175,858 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,257 shares; 2025Q2: 9,153 shares; 2025Q3: 9,003 shares 9,003 $3.37M 0.02% -150 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41,875 shares; 2025Q2: 36,790 shares; 2025Q3: 35,240 shares 35,240 $3.36M 0.02% -1,550 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,130 shares; 2025Q2: 21,015 shares; 2025Q3: 20,665 shares 20,665 $3.21M 0.02% -350 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,110 shares; 2025Q2: 35,960 shares; 2025Q3: 34,860 shares 34,860 $3.16M 0.02% -1,100 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 96,005 shares; 2025Q2: 84,430 shares; 2025Q3: 68,505 shares 68,505 $3.01M 0.02% -15,925 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,892 shares; 2025Q2: 3,552 shares; 2025Q3: 3,177 shares 3,177 $2.94M 0.02% -375 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: 12,500 shares; 2025Q2: 10,475 shares; 2025Q3: 10,225 shares 10,225 $2.48M 0.01% -250 Timeline AQN ALGONQUIN POWER & UTILITIES More: the full row for ALGONQUIN POWER & UTILITIES 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: 556,495 shares; 2025Q2: 497,045 shares; 2025Q3: 447,345 shares 447,345 $2.4M 0.01% -49,700 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 156,127 shares; 2025Q2: 143,237 shares; 2025Q3: 139,391 shares 139,391 $2.37M 0.01% -3,846 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,925 shares; 2024Q4: 2,675 shares; 2025Q1: 13,720 shares; 2025Q2: 12,110 shares; 2025Q3: 18,440 shares 18,440 $2.36M 0.01% +6,330 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 14,615 shares; 2025Q2: 13,595 shares; 2025Q3: 13,795 shares 13,795 $2.12M 0.01% +200 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,115 shares; 2025Q2: 17,440 shares; 2025Q3: 17,175 shares 17,175 $1.97M 0.01% -265 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,361 shares; 2025Q2: 19,498 shares; 2025Q3: 18,573 shares 18,573 $1.91M 0.01% -925 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,725 shares; 2025Q2: 25,225 shares; 2025Q3: 25,225 shares 25,225 $1.57M 0.01% 0 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 92,500 shares; 2025Q2: 92,500 shares; 2025Q3: 92,500 shares 92,500 $1.45M 0.01% 0 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: not reported; 2025Q1: 2,943 shares; 2025Q2: 2,943 shares; 2025Q3: 2,925 shares 2,925 $1.42M 0.01% -18 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,515 shares; 2025Q2: 15,765 shares; 2025Q3: 15,540 shares 15,540 $1.3M 0.01% -225 Timeline SNN SMITH & NEPHEW PLC More: the full row for SMITH & NEPHEW PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,270 shares; 2024Q4: 15,555 shares; 2025Q1: 15,655 shares; 2025Q2: 24,455 shares; 2025Q3: 35,565 shares 35,565 $1.29M 0.01% +11,110 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,000 shares 18,000 $1.19M 0.01% new Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,500 shares; 2025Q2: 39,500 shares; 2025Q3: 39,500 shares 39,500 $1.17M 0.01% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,240 shares; 2025Q2: 15,640 shares; 2025Q3: 13,815 shares 13,815 $1.04M 0.01% -1,825 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,700 shares; 2025Q2: 11,450 shares; 2025Q3: 11,450 shares 11,450 $939K 0.01% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,730 shares; 2025Q2: 6,730 shares; 2025Q3: 6,730 shares 6,730 $882K 0.01% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,290 shares; 2024Q4: 12,700 shares; 2025Q1: 12,780 shares; 2025Q2: 17,450 shares; 2025Q3: 17,690 shares 17,690 $763K <0.01% +240 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,064 shares; 2025Q3: 1,094 shares 1,094 $732K <0.01% +30 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE 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: 16,431 shares; 2025Q2: 15,757 shares; 2025Q3: 15,195 shares 15,195 $523K <0.01% -562 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,630 shares; 2024Q4: 8,015 shares; 2025Q1: 8,365 shares; 2025Q2: 8,365 shares; 2025Q3: 8,285 shares 8,285 $491K <0.01% -80 SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,310,609 shares; 2024Q4: 2,070,966 shares; 2025Q1: 2,080,647 shares; 2025Q2: 7,135 shares; 2025Q3: 5,635 shares 5,635 $475K <0.01% -1,500 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,622 shares; 2025Q2: 3,892 shares; 2025Q3: 3,092 shares 3,092 $430K <0.01% -800 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,875 shares; 2025Q2: 1,775 shares; 2025Q3: 1,775 shares 1,775 $419K <0.01% 0 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares 3,500 $391K <0.01% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,727 shares; 2025Q2: 2,390 shares; 2025Q3: 2,390 shares 2,390 $371K <0.01% 0 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: 17,581 shares; 2025Q2: 4,131 shares; 2025Q3: 4,131 shares 4,131 $348K <0.01% 0 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: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,014 shares; 2025Q2: 16,754 shares; 2025Q3: 15,577 shares 15,577 $274K <0.01% -1,177 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 409 shares; 2024Q4: 409 shares; 2025Q1: 331,207 shares; 2025Q2: 277,316 shares; 2025Q3: 9,787 shares 9,787 $228K <0.01% -267,529 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,150 shares; 2025Q2: 750 shares; 2025Q3: 750 shares 750 $200K <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: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 900 shares; 2025Q2: 250 shares; 2025Q3: 305 shares 305 $183K <0.01% +55 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares 800 $176K <0.01% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 650 shares; 2025Q2: 500 shares; 2025Q3: 500 shares 500 $173K <0.01% 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: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares 1,200 $173K <0.01% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,000 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares 1,400 $157K <0.01% 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: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 260 shares; 2025Q2: 260 shares; 2025Q3: 260 shares 260 $130K <0.01% 0 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 430 shares; 2025Q2: 180 shares; 2025Q3: 180 shares 180 $119K <0.01% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,300 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares 1,400 $111K <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: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 225 shares 225 $100K <0.01% 0 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: 390 shares; 2024Q4: 390 shares; 2025Q1: 528 shares; 2025Q2: 450 shares; 2025Q3: 415 shares 415 $91K <0.01% -35 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares 300 $84K <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: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 500 shares; 2025Q3: 500 shares 500 $79K <0.01% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 359 shares; 2025Q2: 181 shares; 2025Q3: 181 shares 181 $73K <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: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 225 shares; 2025Q2: 150 shares; 2025Q3: 210 shares 210 $59K <0.01% +60 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: 200 shares; 2025Q3: 200 shares 200 $54K <0.01% 0 Timeline WRN WESTERN COPPER & GOLD CORP More: the full row for WESTERN COPPER & GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,580 shares; 2025Q2: 26,580 shares; 2025Q3: 26,580 shares 26,580 $52K <0.01% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 173 shares; 2025Q2: 145 shares; 2025Q3: 145 shares 145 $49K <0.01% 0 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,404 shares; 2025Q2: 1,267 shares; 2025Q3: 1,138 shares 1,138 $46K <0.01% -129 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: restricted; 2024Q3: 172 shares; 2024Q4: 172 shares; 2025Q1: 172 shares; 2025Q2: 172 shares; 2025Q3: 172 shares 172 $43K <0.01% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares 750 $41K <0.01% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 362 shares; 2025Q2: 125 shares; 2025Q3: 125 shares 125 $37K <0.01% 0 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,584,400 shares; 2024Q4: 7,780,679 shares; 2025Q1: 5,537,390 shares; 2025Q2: 800 shares; 2025Q3: 800 shares 800 $37K <0.01% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195 shares; 2024Q4: 195 shares; 2025Q1: 195 shares; 2025Q2: 195 shares; 2025Q3: 195 shares 195 $36K <0.01% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,825 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares 1,100 $28K <0.01% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 195 shares 195 $27K <0.01% new Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 460 shares 460 $27K <0.01% new Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares 500 $25K <0.01% 0 Timeline MBB 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: 270 shares; 2024Q4: 270 shares; 2025Q1: 270 shares; 2025Q2: 270 shares; 2025Q3: 270 shares 270 $25K <0.01% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 90 shares; 2025Q2: 50 shares; 2025Q3: 50 shares 50 $22K <0.01% 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: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares 17 $20K <0.01% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares 100 $20K <0.01% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 190 shares; 2025Q2: 190 shares; 2025Q3: 190 shares 190 $18K <0.01% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares 125 $16K <0.01% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,675 shares; 2025Q2: 300 shares; 2025Q3: 300 shares 300 $16K <0.01% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,315 shares; 2025Q2: 150 shares; 2025Q3: 150 shares 150 $15K <0.01% 0 Timeline RSPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 175 shares 175 $13K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares 100 $12K <0.01% 0 Timeline TFII TFI INTERNATIONAL INC More: the full row for TFI INTERNATIONAL 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: 145 shares; 2025Q2: 145 shares; 2025Q3: 145 shares 145 $12K <0.01% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,200 shares; 2025Q2: 100 shares; 2025Q3: 100 shares 100 $10K <0.01% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares 100 $7K <0.01% 0 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares 50 $7K <0.01% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 18 shares 18 $6K <0.01% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 45 shares 45 $6K <0.01% 0 Timeline CLOU GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 270 shares; 2025Q2: 270 shares; 2025Q3: 270 shares 270 $6K <0.01% 0 Timeline WNC WABASH NATL CORP More: the full row for WABASH NATL 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: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares 700 $6K <0.01% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 120 shares; 2025Q2: 70 shares; 2025Q3: 70 shares 70 $5K <0.01% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares 25 $5K <0.01% 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: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares 8 $4K <0.01% 0 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 296 shares; 2025Q2: not reported; 2025Q3: 49 shares 49 $4K <0.01% new Timeline BNT BROOKFIELD WEALTH SOL LTD More: the full row for BROOKFIELD WEALTH SOL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 71 shares; 2025Q2: 71 shares; 2025Q3: 71 shares 71 $4K <0.01% 0 Timeline MEOH METHANEX CORP More: the full row for METHANEX 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: 95 shares; 2025Q2: 95 shares; 2025Q3: 95 shares 95 $3K <0.01% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 36 shares 36 $2K <0.01% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: not reported; 2025Q3: 6 shares 6 $1K <0.01% new Timeline EFXT ENERFLEX LTD More: the full row for ENERFLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares 100 $1K <0.01% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 0 shares 0 $0 0% -600 Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35 shares; 2025Q2: 10 shares; 2025Q3: 10 shares 10 $0 0% 0 Value filed as zero, left out of ratios. 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: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,395 shares; 2025Q2: 10 shares; 2025Q3: 10 shares 10 $0 0% 0 Value filed as zero, left out of ratios. Timeline NEO NEOGENOMICS INC More: the full row for NEOGENOMICS 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: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares 50 $0 0% 0 Value filed as zero, left out of ratios. Timeline