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: restricted; 2024Q3: 1,527,628 shares; 2024Q4: 1,605,165 shares; 2025Q1: 1,693,608 shares; 2025Q2: 1,586,642 shares; 2025Q3: 1,465,713 shares 1,465,713 $536M 10.81% -120,929 Timeline IJH 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: 7,593,469 shares; 2024Q4: 8,085,605 shares; 2025Q1: 8,932,011 shares; 2025Q2: 8,386,471 shares; 2025Q3: 7,838,358 shares 7,838,358 $512M 10.32% -548,113 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,496,192 shares; 2024Q4: 1,579,126 shares; 2025Q1: 1,751,639 shares; 2025Q2: 1,651,777 shares; 2025Q3: 1,507,119 shares 1,507,119 $365M 7.36% -144,658 Timeline USMV 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: 3,470,558 shares; 2024Q4: 3,651,407 shares; 2025Q1: 3,755,502 shares; 2025Q2: 3,562,314 shares; 2025Q3: 3,752,960 shares 3,752,960 $357M 7.2% +190,646 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,250,375 shares; 2024Q4: 7,214,353 shares; 2025Q1: 7,609,189 shares; 2025Q2: 6,769,065 shares; 2025Q3: 6,211,582 shares 6,211,582 $337M 6.79% -557,483 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: 480,808 shares; 2024Q4: 505,317 shares; 2025Q1: 532,813 shares; 2025Q2: 505,055 shares; 2025Q3: 467,964 shares 467,964 $312M 6.29% -37,091 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: restricted; 2024Q3: 2,023,775 shares; 2024Q4: 2,246,861 shares; 2025Q1: 2,519,585 shares; 2025Q2: 2,380,295 shares; 2025Q3: 2,208,715 shares 2,208,715 $262M 5.3% -171,580 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238,646 shares; 2024Q4: 250,759 shares; 2025Q1: 263,721 shares; 2025Q2: 246,237 shares; 2025Q3: 229,564 shares 229,564 $141M 2.84% -16,673 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 410,501 shares; 2024Q4: 431,425 shares; 2025Q1: 455,103 shares; 2025Q2: 432,707 shares; 2025Q3: 398,909 shares 398,909 $123M 2.48% -33,798 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,030,303 shares; 2024Q4: 2,227,206 shares; 2025Q1: 2,484,481 shares; 2025Q2: 2,276,392 shares; 2025Q3: 2,276,392 shares 2,276,392 $119M 2.39% 0 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,976,749 shares; 2024Q4: 3,139,666 shares; 2025Q1: 3,322,214 shares; 2025Q2: 3,156,100 shares; 2025Q3: 2,939,529 shares 2,939,529 $113M 2.29% -216,571 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 384,454 shares; 2024Q4: 405,078 shares; 2025Q1: 404,194 shares; 2025Q2: 404,194 shares; 2025Q3: 379,615 shares 379,615 $112M 2.25% -24,579 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 981,947 shares; 2024Q4: 1,166,146 shares; 2025Q1: 1,201,208 shares; 2025Q2: 1,174,363 shares; 2025Q3: 1,174,363 shares 1,174,363 $107M 2.17% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 316,995 shares; 2024Q4: 315,283 shares; 2025Q1: 365,075 shares; 2025Q2: 341,352 shares; 2025Q3: 341,352 shares 341,352 $86.8M 1.75% 0 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,445,978 shares; 2024Q4: 1,641,416 shares; 2025Q1: 1,634,145 shares; 2025Q2: 1,509,275 shares; 2025Q3: 1,509,275 shares 1,509,275 $66.7M 1.35% 0 Timeline IWR 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: 719,519 shares; 2024Q4: 725,573 shares; 2025Q1: 774,720 shares; 2025Q2: 732,758 shares; 2025Q3: 685,140 shares 685,140 $66.2M 1.33% -47,618 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 820,781 shares; 2024Q4: 863,968 shares; 2025Q1: 865,772 shares; 2025Q2: 803,643 shares; 2025Q3: 803,643 shares 803,643 $64.5M 1.3% 0 Timeline EWT ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,019,176 shares; 2024Q4: 1,153,924 shares; 2025Q1: 1,216,247 shares; 2025Q2: 1,079,103 shares; 2025Q3: 992,815 shares 992,815 $63.2M 1.27% -86,288 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,677,481 shares; 2024Q4: 1,768,143 shares; 2025Q1: 1,763,090 shares; 2025Q2: 1,552,803 shares; 2025Q3: 1,357,538 shares 1,357,538 $57M 1.15% -195,265 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,653,738 shares; 2024Q4: 1,869,821 shares; 2025Q1: 1,964,116 shares; 2025Q2: 1,697,608 shares; 2025Q3: 1,697,608 shares 1,697,608 $53.5M 1.08% 0 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,637,357 shares; 2024Q4: 1,751,813 shares; 2025Q1: 1,741,130 shares; 2025Q2: 1,639,165 shares; 2025Q3: 1,534,780 shares 1,534,780 $50.3M 1.02% -104,385 Timeline QUAL 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: 209,008 shares; 2024Q4: 230,726 shares; 2025Q1: 243,808 shares; 2025Q2: 228,911 shares; 2025Q3: 228,911 shares 228,911 $44.5M 0.9% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,449 shares; 2024Q4: 166,812 shares; 2025Q1: 186,817 shares; 2025Q2: 186,397 shares; 2025Q3: 159,715 shares 159,715 $37.5M 0.76% -26,682 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,025,382 shares; 2024Q4: 1,025,382 shares; 2025Q1: 1,132,910 shares; 2025Q2: 1,058,220 shares; 2025Q3: 986,101 shares 986,101 $37.2M 0.75% -72,119 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,834,036 shares; 2024Q4: 1,953,355 shares; 2025Q1: 2,072,055 shares; 2025Q2: 2,156,405 shares; 2025Q3: 2,156,405 shares 2,156,405 $37M 0.75% 0 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,644 shares; 2024Q4: 149,644 shares; 2025Q1: 163,214 shares; 2025Q2: 211,971 shares; 2025Q3: 211,971 shares 211,971 $35.5M 0.72% 0 Timeline NEXT NEXTDECADE CORP More: the full row for NEXTDECADE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,627,416 shares; 2024Q4: 3,750,486 shares; 2025Q1: 4,597,423 shares; 2025Q2: 4,704,427 shares; 2025Q3: 4,642,512 shares 4,642,512 $31.5M 0.64% -61,915 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,386,900 shares; 2025Q2: 1,731,290 shares; 2025Q3: 1,875,673 shares 1,875,673 $26.6M 0.54% +144,383 Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 483,491 shares; 2024Q4: 470,829 shares; 2025Q1: 446,817 shares; 2025Q2: 471,240 shares; 2025Q3: 471,240 shares 471,240 $26M 0.53% 0 Timeline EWW ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 357,229 shares; 2024Q4: 414,610 shares; 2025Q1: 412,324 shares; 2025Q2: 338,993 shares; 2025Q3: 314,747 shares 314,747 $21.5M 0.43% -24,246 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 456,905 shares; 2024Q4: 504,817 shares; 2025Q1: 503,030 shares; 2025Q2: 447,909 shares; 2025Q3: 417,732 shares 417,732 $21.1M 0.43% -30,177 Timeline EWA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 721,216 shares; 2024Q4: 837,693 shares; 2025Q1: 837,154 shares; 2025Q2: 776,099 shares; 2025Q3: 776,099 shares 776,099 $21M 0.42% 0 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 623,630 shares; 2024Q4: 896,780 shares; 2025Q1: 832,621 shares; 2025Q2: 750,671 shares; 2025Q3: 675,879 shares 675,879 $21M 0.42% -74,792 Timeline EPI 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: restricted; 2024Q3: 384,368 shares; 2024Q4: 441,474 shares; 2025Q1: 489,104 shares; 2025Q2: 433,341 shares; 2025Q3: 464,642 shares 464,642 $20.5M 0.41% +31,301 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 309,156 shares; 2024Q4: 291,047 shares; 2025Q1: 322,489 shares; 2025Q2: 319,854 shares; 2025Q3: 306,423 shares 306,423 $19.4M 0.39% -13,431 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,782 shares; 2024Q4: 130,782 shares; 2025Q1: 144,025 shares; 2025Q2: 169,810 shares; 2025Q3: 167,910 shares 167,910 $19M 0.38% -1,900 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 779,710 shares; 2024Q4: 749,135 shares; 2025Q1: 779,263 shares; 2025Q2: 792,905 shares; 2025Q3: 667,357 shares 667,357 $18.9M 0.38% -125,548 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 425,928 shares; 2024Q4: 425,928 shares; 2025Q1: 711,031 shares; 2025Q2: 901,688 shares; 2025Q3: 901,688 shares 901,688 $18.9M 0.38% 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: restricted; 2024Q3: 303,543 shares; 2024Q4: 325,543 shares; 2025Q1: 378,813 shares; 2025Q2: 370,703 shares; 2025Q3: 346,288 shares 346,288 $18.8M 0.38% -24,415 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: 357,406 shares; 2024Q4: 363,406 shares; 2025Q1: 407,266 shares; 2025Q2: 397,238 shares; 2025Q3: 366,049 shares 366,049 $18.5M 0.37% -31,189 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 334,265 shares; 2024Q4: 353,344 shares; 2025Q1: 461,365 shares; 2025Q2: 472,420 shares; 2025Q3: 464,840 shares 464,840 $18.3M 0.37% -7,580 Timeline KNTK KINETIK HOLDINGS INC More: the full row for KINETIK HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,554 shares; 2024Q4: 245,554 shares; 2025Q1: 270,487 shares; 2025Q2: 430,740 shares; 2025Q3: 426,663 shares 426,663 $18.2M 0.37% -4,077 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 280,885 shares; 2024Q4: 295,262 shares; 2025Q1: 349,962 shares; 2025Q2: 364,486 shares; 2025Q3: 364,391 shares 364,391 $18.2M 0.37% -95 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: 349,394 shares; 2024Q4: 377,260 shares; 2025Q1: 445,057 shares; 2025Q2: 445,057 shares; 2025Q3: 445,057 shares 445,057 $18M 0.36% 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: 149,706 shares; 2024Q4: 150,432 shares; 2025Q1: 367,433 shares; 2025Q2: 238,227 shares; 2025Q3: 244,717 shares 244,717 $17.9M 0.36% +6,490 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: restricted; 2024Q3: 477,341 shares; 2024Q4: 496,741 shares; 2025Q1: 555,691 shares; 2025Q2: 564,894 shares; 2025Q3: 564,894 shares 564,894 $17.7M 0.36% 0 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 732,335 shares; 2024Q4: 750,930 shares; 2025Q1: 885,873 shares; 2025Q2: 938,873 shares; 2025Q3: 938,873 shares 938,873 $17.1M 0.35% 0 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,158 shares; 2024Q4: 160,158 shares; 2025Q1: 374,591 shares; 2025Q2: 374,591 shares; 2025Q3: 374,591 shares 374,591 $15.6M 0.31% 0 Timeline EWH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 633,330 shares; 2024Q4: 744,502 shares; 2025Q1: 735,500 shares; 2025Q2: 646,987 shares; 2025Q3: 675,976 shares 675,976 $14.6M 0.29% +28,989 Timeline EWS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 490,435 shares; 2024Q4: 490,435 shares; 2025Q1: 546,384 shares; 2025Q2: 458,054 shares; 2025Q3: 458,054 shares 458,054 $13M 0.26% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,925 shares; 2024Q4: 83,148 shares; 2025Q1: 125,169 shares; 2025Q2: 130,085 shares; 2025Q3: 121,939 shares 121,939 $12.2M 0.25% -8,146 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,563 shares; 2024Q4: 9,586 shares; 2025Q1: 9,871 shares; 2025Q2: 9,275 shares; 2025Q3: 16,048 shares 16,048 $11.8M 0.24% +6,773 Timeline EWP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275,625 shares; 2024Q4: 326,951 shares; 2025Q1: 268,700 shares; 2025Q2: 236,223 shares; 2025Q3: 216,614 shares 216,614 $10.7M 0.22% -19,609 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,073 shares; 2024Q4: 118,541 shares; 2025Q1: 108,039 shares; 2025Q2: 102,070 shares; 2025Q3: 102,070 shares 102,070 $8.15M 0.16% 0 Timeline EWQ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234,222 shares; 2024Q4: 270,155 shares; 2025Q1: 247,269 shares; 2025Q2: 201,263 shares; 2025Q3: 178,952 shares 178,952 $7.86M 0.16% -22,311 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: 30,400 shares; 2024Q4: 31,550 shares; 2025Q1: 29,300 shares; 2025Q2: 28,700 shares; 2025Q3: 27,500 shares 27,500 $7.68M 0.15% -1,200 Timeline TWO HARBORS INVENTMENT CORPO TWO HARBORS INVENTMENT CORPO More: the full row for TWO HARBORS INVENTMENT CORPO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,225,000 shares; 2024Q4: 7,225,000 shares; 2025Q1: 7,225,000 shares; 2025Q2: 7,225,000 shares; 2025Q3: 7,225,000 shares 7,225,000 $7.23M 0.15% 0 EZA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,365 shares; 2024Q4: 125,579 shares; 2025Q1: 145,275 shares; 2025Q2: 127,657 shares; 2025Q3: 111,939 shares 111,939 $7.18M 0.14% -15,718 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,231 shares; 2024Q4: 195,231 shares; 2025Q1: 207,931 shares; 2025Q2: 209,931 shares; 2025Q3: 201,361 shares 201,361 $6.96M 0.14% -8,570 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,065 shares; 2024Q4: 64,628 shares; 2025Q1: 61,320 shares; 2025Q2: 57,968 shares; 2025Q3: 55,869 shares 55,869 $6.91M 0.14% -2,099 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS 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: 13,650 shares; 2025Q2: 49,000 shares; 2025Q3: 47,675 shares 47,675 $6.83M 0.14% -1,325 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: 26,364 shares; 2024Q4: 27,528 shares; 2025Q1: 17,355 shares; 2025Q2: 13,496 shares; 2025Q3: 13,091 shares 13,091 $6.78M 0.14% -405 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: restricted; 2024Q3: 81,223 shares; 2024Q4: 81,223 shares; 2025Q1: 81,223 shares; 2025Q2: 81,223 shares; 2025Q3: 81,223 shares 81,223 $6.49M 0.13% 0 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: 23,742 shares; 2024Q4: 23,742 shares; 2025Q1: 43,092 shares; 2025Q2: 47,592 shares; 2025Q3: 49,892 shares 49,892 $6.4M 0.13% +2,300 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: 7,816 shares; 2024Q4: 6,667 shares; 2025Q1: 6,683 shares; 2025Q2: 10,180 shares; 2025Q3: 10,336 shares 10,336 $6.21M 0.13% +156 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,915 shares; 2024Q4: 120,315 shares; 2025Q1: 112,815 shares; 2025Q2: 107,665 shares; 2025Q3: 103,100 shares 103,100 $5.98M 0.12% -4,565 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,165 shares; 2024Q4: 119,165 shares; 2025Q1: 119,165 shares; 2025Q2: 119,165 shares; 2025Q3: 119,165 shares 119,165 $5.94M 0.12% 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: 33,025 shares; 2024Q4: 32,584 shares; 2025Q1: 32,530 shares; 2025Q2: 30,679 shares; 2025Q3: 26,941 shares 26,941 $5.92M 0.12% -3,738 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: 210,379 shares; 2025Q1: 224,579 shares; 2025Q2: 224,579 shares; 2025Q3: 203,969 shares 203,969 $5.77M 0.12% -20,610 Timeline EWM ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,588 shares; 2024Q4: 217,643 shares; 2025Q1: 240,192 shares; 2025Q2: 195,858 shares; 2025Q3: 195,858 shares 195,858 $5.08M 0.1% 0 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: 15,101 shares; 2024Q4: 17,163 shares; 2025Q1: 16,628 shares; 2025Q2: 15,837 shares; 2025Q3: 15,094 shares 15,094 $5.01M 0.1% -743 Timeline IGSB 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: 121,764 shares; 2024Q4: 106,764 shares; 2025Q1: 106,764 shares; 2025Q2: 106,764 shares; 2025Q3: 93,764 shares 93,764 $4.97M 0.1% -13,000 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,500 shares; 2024Q4: 73,500 shares; 2025Q1: 68,500 shares; 2025Q2: 66,500 shares; 2025Q3: 63,400 shares 63,400 $4.85M 0.1% -3,100 Timeline THD ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,403 shares; 2024Q4: 65,172 shares; 2025Q1: 68,899 shares; 2025Q2: 75,645 shares; 2025Q3: 76,746 shares 76,746 $4.52M 0.09% +1,101 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,225 shares; 2025Q2: 25,580 shares; 2025Q3: 24,575 shares 24,575 $4.39M 0.09% -1,005 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: 61,500 shares; 2025Q1: 57,450 shares; 2025Q2: 54,875 shares; 2025Q3: 52,375 shares 52,375 $4.3M 0.09% -2,500 Timeline PENNYMAC CORP PENNYMAC CORP More: the full row for PENNYMAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,700,000 shares; 2024Q4: 2,700,000 shares; 2025Q1: 2,700,000 shares; 2025Q2: 3,203,000 shares; 2025Q3: 4,203,000 shares 4,203,000 $4.19M 0.08% +1,000,000 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: 4,390 shares; 2025Q2: 4,390 shares; 2025Q3: 40,500 shares 40,500 $3.97M 0.08% +36,110 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,930 shares; 2024Q4: 64,805 shares; 2025Q1: 60,480 shares; 2025Q2: 57,805 shares; 2025Q3: 55,550 shares 55,550 $3.94M 0.08% -2,255 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: 68,642 shares; 2024Q4: 58,354 shares; 2025Q1: 60,053 shares; 2025Q2: 57,120 shares; 2025Q3: 57,346 shares 57,346 $3.92M 0.08% +226 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,620 shares; 2024Q4: 14,740 shares; 2025Q1: 13,665 shares; 2025Q2: 13,030 shares; 2025Q3: 12,450 shares 12,450 $3.9M 0.08% -580 Timeline RDDT REDDIT INC More: the full row for REDDIT 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: 15,500 shares; 2025Q2: 14,900 shares; 2025Q3: 16,900 shares 16,900 $3.89M 0.08% +2,000 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,975 shares; 2025Q1: 13,100 shares; 2025Q2: 12,425 shares; 2025Q3: 12,025 shares 12,025 $3.89M 0.08% -400 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,694 shares; 2025Q2: 15,859 shares; 2025Q3: 21,191 shares 21,191 $3.87M 0.08% +5,332 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,325 shares; 2025Q3: 5,850 shares 5,850 $3.8M 0.08% +525 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,456 shares; 2024Q4: 3,381 shares; 2025Q1: 3,121 shares; 2025Q2: 2,986 shares; 2025Q3: 2,856 shares 2,856 $3.76M 0.08% -130 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 236 shares; 2025Q2: 181 shares; 2025Q3: 5,151 shares 5,151 $3.7M 0.07% +4,970 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: 180 shares; 2025Q1: 8,155 shares; 2025Q2: 8,822 shares; 2025Q3: 7,401 shares 7,401 $3.63M 0.07% -1,421 Timeline TUR ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,205 shares; 2024Q4: 102,205 shares; 2025Q1: 109,247 shares; 2025Q2: 92,566 shares; 2025Q3: 99,658 shares 99,658 $3.41M 0.07% +7,092 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,278 shares; 2024Q4: 67,278 shares; 2025Q1: 67,278 shares; 2025Q2: 67,278 shares; 2025Q3: 71,528 shares 71,528 $3.38M 0.07% +4,250 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138 shares; 2024Q4: 726 shares; 2025Q1: 23,027 shares; 2025Q2: 22,078 shares; 2025Q3: 20,675 shares 20,675 $3.25M 0.07% -1,403 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 60,000 shares; 2025Q1: 30,000 shares; 2025Q2: 62,000 shares; 2025Q3: 132,000 shares 132,000 $3.16M 0.06% +70,000 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,050 shares; 2025Q3: 8,725 shares 8,725 $2.96M 0.06% -325 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,175 shares; 2024Q4: 44,175 shares; 2025Q1: 41,327 shares; 2025Q2: 39,175 shares; 2025Q3: 38,678 shares 38,678 $2.96M 0.06% -497 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,845 shares; 2024Q4: 32,045 shares; 2025Q1: 32,045 shares; 2025Q2: 32,045 shares; 2025Q3: 32,045 shares 32,045 $2.96M 0.06% 0 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,500 shares; 2025Q2: 11,075 shares; 2025Q3: 13,425 shares 13,425 $2.87M 0.06% +2,350 Timeline NEW MTN FIN CORP NEW MTN FIN CORP More: the full row for NEW MTN FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,825,000 shares; 2024Q4: 2,825,000 shares; 2025Q1: 2,825,000 shares; 2025Q2: 2,825,000 shares; 2025Q3: 2,825,000 shares 2,825,000 $2.83M 0.06% 0 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: 28,920 shares; 2024Q4: 29,325 shares; 2025Q1: 29,325 shares; 2025Q2: 29,325 shares; 2025Q3: 29,325 shares 29,325 $2.79M 0.06% 0 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS 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: 15,925 shares; 2025Q2: 15,225 shares; 2025Q3: 14,575 shares 14,575 $2.78M 0.06% -650 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,000 shares; 2024Q4: 178,000 shares; 2025Q1: 181,000 shares; 2025Q2: 181,000 shares; 2025Q3: 185,000 shares 185,000 $2.71M 0.05% +4,000 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: 16,667 shares; 2024Q4: 16,004 shares; 2025Q1: 15,933 shares; 2025Q2: 17,347 shares; 2025Q3: 17,234 shares 17,234 $2.68M 0.05% -113 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,552 shares; 2024Q4: 1,710 shares; 2025Q1: 1,710 shares; 2025Q2: 7,010 shares; 2025Q3: 7,960 shares 7,960 $2.65M 0.05% +950 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: 13,860 shares; 2024Q4: 13,860 shares; 2025Q1: 13,860 shares; 2025Q2: 13,860 shares; 2025Q3: 13,860 shares 13,860 $2.57M 0.05% 0 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,260 shares; 2024Q4: 62,801 shares; 2025Q1: 72,960 shares; 2025Q2: 75,660 shares; 2025Q3: 75,660 shares 75,660 $2.53M 0.05% 0 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: 36,819 shares; 2024Q4: 23,000 shares; 2025Q1: 24,000 shares; 2025Q2: 24,000 shares; 2025Q3: 24,000 shares 24,000 $2.47M 0.05% 0 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,575 shares; 2025Q2: 9,225 shares; 2025Q3: 8,825 shares 8,825 $2.47M 0.05% -400 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: 20,130 shares; 2024Q4: 22,261 shares; 2025Q1: 24,409 shares; 2025Q2: 10,882 shares; 2025Q3: 9,642 shares 9,642 $2.46M 0.05% -1,240 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,547 shares; 2024Q4: 9,944 shares; 2025Q1: 27,960 shares; 2025Q2: 14,537 shares; 2025Q3: 12,908 shares 12,908 $2.41M 0.05% -1,629 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: 6,455 shares; 2024Q4: 8,068 shares; 2025Q1: 10,457 shares; 2025Q2: 10,085 shares; 2025Q3: 9,828 shares 9,828 $2.39M 0.05% -257 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,250 shares 17,250 $2.38M 0.05% new Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC 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: not reported; 2025Q2: not reported; 2025Q3: 60,000 shares 60,000 $2.37M 0.05% new 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: 1,855 shares; 2024Q4: 2,257 shares; 2025Q1: 2,560 shares; 2025Q2: 5,187 shares; 2025Q3: 6,452 shares 6,452 $2.2M 0.04% +1,265 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: 7,827 shares; 2024Q4: 8,331 shares; 2025Q1: 8,645 shares; 2025Q2: 8,807 shares; 2025Q3: 10,162 shares 10,162 $2.08M 0.04% +1,355 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,517 shares; 2024Q4: 54,456 shares; 2025Q1: 59,190 shares; 2025Q2: 59,790 shares; 2025Q3: 59,790 shares 59,790 $2.07M 0.04% 0 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,369 shares; 2024Q4: 23,359 shares; 2025Q1: 23,220 shares; 2025Q2: 25,220 shares; 2025Q3: 25,220 shares 25,220 $2.05M 0.04% 0 Timeline ALV AUTOLIV INC More: the full row for AUTOLIV 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: 16,200 shares 16,200 $2M 0.04% new Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,252 shares; 2025Q1: 22,692 shares; 2025Q2: 22,692 shares; 2025Q3: 22,692 shares 22,692 $1.95M 0.04% 0 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,500 shares; 2024Q4: 23,850 shares; 2025Q1: 22,425 shares; 2025Q2: 22,432 shares; 2025Q3: 21,569 shares 21,569 $1.91M 0.04% -863 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: 3,480 shares; 2024Q4: 6,329 shares; 2025Q1: 34,598 shares; 2025Q2: 8,724 shares; 2025Q3: 7,244 shares 7,244 $1.76M 0.04% -1,480 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: 3,228 shares; 2024Q4: 3,510 shares; 2025Q1: 8,730 shares; 2025Q2: 8,860 shares; 2025Q3: 8,273 shares 8,273 $1.74M 0.04% -587 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,600 shares; 2024Q4: 12,850 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,100 shares 5,100 $1.72M 0.03% new Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,250 shares 10,250 $1.72M 0.03% new Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,760 shares; 2025Q3: 11,510 shares 11,510 $1.71M 0.03% -1,250 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: 22,760 shares; 2024Q4: 20,760 shares; 2025Q1: 28,900 shares; 2025Q2: 28,900 shares; 2025Q3: 28,900 shares 28,900 $1.71M 0.03% 0 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: 2,799 shares; 2024Q4: 3,153 shares; 2025Q1: 3,480 shares; 2025Q2: 3,787 shares; 2025Q3: 4,165 shares 4,165 $1.69M 0.03% +378 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,010 shares; 2024Q4: 89,010 shares; 2025Q1: 89,010 shares; 2025Q2: 89,410 shares; 2025Q3: 89,410 shares 89,410 $1.59M 0.03% 0 Timeline PSMT PRICESMART INC More: the full row for PRICESMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,000 shares; 2024Q4: 10,064 shares; 2025Q1: 10,064 shares; 2025Q2: 12,339 shares; 2025Q3: 12,339 shares 12,339 $1.5M 0.03% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,778 shares; 2024Q4: 4,348 shares; 2025Q1: 6,124 shares; 2025Q2: 3,725 shares; 2025Q3: 4,432 shares 4,432 $1.46M 0.03% +707 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,114 shares; 2024Q4: 11,961 shares; 2025Q1: 13,173 shares; 2025Q2: 12,762 shares; 2025Q3: 8,702 shares 8,702 $1.46M 0.03% -4,060 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,200 shares; 2025Q2: 18,100 shares; 2025Q3: 17,125 shares 17,125 $1.42M 0.03% -975 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228 shares; 2024Q4: 363 shares; 2025Q1: 1,907 shares; 2025Q2: 3,953 shares; 2025Q3: 3,934 shares 3,934 $1.4M 0.03% -19 Timeline ARCO ARCOS DORADOS HLDGS INC More: the full row for ARCOS DORADOS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,000 shares; 2024Q4: 145,340 shares; 2025Q1: 159,840 shares; 2025Q2: 170,090 shares; 2025Q3: 182,090 shares 182,090 $1.23M 0.02% +12,000 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,678 shares; 2024Q4: 20,900 shares; 2025Q1: 28,000 shares; 2025Q2: 32,813 shares; 2025Q3: 31,000 shares 31,000 $1.22M 0.02% -1,813 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,689 shares; 2024Q4: 10,368 shares; 2025Q1: 9,850 shares; 2025Q2: 9,850 shares; 2025Q3: 7,850 shares 7,850 $1.18M 0.02% -2,000 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: 1,474 shares; 2024Q4: 2,357 shares; 2025Q1: 2,846 shares; 2025Q2: 1,673 shares; 2025Q3: 2,069 shares 2,069 $1.18M 0.02% +396 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 473 shares; 2024Q4: 429 shares; 2025Q1: 370 shares; 2025Q2: 328 shares; 2025Q3: 258 shares 258 $1.11M 0.02% -70 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,595 shares; 2024Q4: 2,225 shares; 2025Q1: 1,165 shares; 2025Q2: 1,778 shares; 2025Q3: 2,480 shares 2,480 $1.1M 0.02% +702 Timeline TRIN TRINITY CAP INC More: the full row for TRINITY CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,337 shares; 2024Q4: 70,337 shares; 2025Q1: 70,337 shares; 2025Q2: 70,337 shares; 2025Q3: 70,337 shares 70,337 $1.09M 0.02% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,294 shares; 2024Q4: 3,474 shares; 2025Q1: 3,428 shares; 2025Q2: 3,144 shares; 2025Q3: 3,094 shares 3,094 $1.09M 0.02% -50 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: not reported; 2025Q2: 2,872 shares; 2025Q3: 2,872 shares 2,872 $1.07M 0.02% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,790 shares; 2024Q4: 1,174 shares; 2025Q1: 1,087 shares; 2025Q2: 998 shares; 2025Q3: 986 shares 986 $1.06M 0.02% -12 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,475 shares; 2024Q4: 29,475 shares; 2025Q1: 32,108 shares; 2025Q2: 32,648 shares; 2025Q3: 32,516 shares 32,516 $1.06M 0.02% -132 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,636 shares; 2024Q4: 4,731 shares; 2025Q1: 4,662 shares; 2025Q2: 4,337 shares; 2025Q3: 3,983 shares 3,983 $1.04M 0.02% -354 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,140 shares; 2025Q1: 11,830 shares; 2025Q2: 4,857 shares; 2025Q3: 7,109 shares 7,109 $1.04M 0.02% +2,252 Timeline PENNYMAC CORP PENNYMAC CORP More: the full row for PENNYMAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000,000 shares 1,000,000 $1.03M 0.02% new HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,492 shares; 2024Q4: 3,364 shares; 2025Q1: 3,166 shares; 2025Q2: 2,674 shares; 2025Q3: 2,144 shares 2,144 $914K 0.02% -530 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: 5,145 shares; 2024Q4: 5,586 shares; 2025Q1: 4,952 shares; 2025Q2: 4,878 shares; 2025Q3: 3,979 shares 3,979 $879K 0.02% -899 Timeline CAPITAL SOUTHWEST CORP CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,387,000 shares; 2025Q1: 1,387,000 shares; 2025Q2: 1,387,000 shares; 2025Q3: 887,000 shares 887,000 $878K 0.02% -500,000 CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,298 shares; 2024Q4: 1,026 shares; 2025Q1: 3,662 shares; 2025Q2: 3,135 shares; 2025Q3: 3,135 shares 3,135 $847K 0.02% 0 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,350 shares; 2024Q4: 30,475 shares; 2025Q1: 8,425 shares; 2025Q2: 27,459 shares; 2025Q3: 47,459 shares 47,459 $803K 0.02% +20,000 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 6,500 shares; 2025Q1: 8,500 shares; 2025Q2: 14,500 shares; 2025Q3: 14,500 shares 14,500 $774K 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: restricted; 2024Q3: 4,800 shares; 2024Q4: 4,800 shares; 2025Q1: 3,150 shares; 2025Q2: 3,150 shares; 2025Q3: 6,875 shares 6,875 $771K 0.02% +3,725 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,128 shares; 2024Q4: 12,128 shares; 2025Q1: 12,128 shares; 2025Q2: 12,128 shares; 2025Q3: 12,128 shares 12,128 $771K 0.02% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,055 shares; 2025Q2: 3,555 shares; 2025Q3: 8,031 shares 8,031 $760K 0.02% +4,476 Timeline CIVI CIVITAS RESOURCES INC More: the full row for CIVITAS RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,098 shares; 2024Q4: 18,298 shares; 2025Q1: 18,298 shares; 2025Q2: 18,298 shares; 2025Q3: 23,298 shares 23,298 $757K 0.02% +5,000 Timeline ODD ODDITY TECH LTD More: the full row for ODDITY TECH LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,280 shares; 2024Q4: 18,280 shares; 2025Q1: 16,380 shares; 2025Q2: 11,380 shares; 2025Q3: 11,380 shares 11,380 $709K 0.01% 0 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,185 shares; 2024Q4: 1,545 shares; 2025Q1: 920 shares; 2025Q2: 850 shares; 2025Q3: 850 shares 850 $701K 0.01% 0 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: 6,653 shares; 2024Q4: 6,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares 11,000 $690K 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: 3,000 shares; 2024Q4: 2,540 shares; 2025Q1: 5,792 shares; 2025Q2: 6,800 shares; 2025Q3: 6,083 shares 6,083 $686K 0.01% -717 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: 126 shares; 2024Q4: 1,451 shares; 2025Q1: 2,106 shares; 2025Q2: 1,813 shares; 2025Q3: 2,172 shares 2,172 $685K 0.01% +359 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 527 shares; 2025Q2: 3,401 shares; 2025Q3: 3,382 shares 3,382 $664K 0.01% -19 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,736 shares 1,736 $655K 0.01% new Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,111 shares; 2024Q4: 9,776 shares; 2025Q1: 11,268 shares; 2025Q2: 11,048 shares; 2025Q3: 9,688 shares 9,688 $639K 0.01% -1,360 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149 shares; 2024Q4: 1,451 shares; 2025Q1: 1,580 shares; 2025Q2: 2,267 shares; 2025Q3: 3,769 shares 3,769 $631K 0.01% +1,502 Timeline CLMB CLIMB GLOBAL SOLUTIONS INC More: the full row for CLIMB GLOBAL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,150 shares; 2025Q2: 3,150 shares; 2025Q3: 4,630 shares 4,630 $624K 0.01% +1,480 Timeline GCT GIGACLOUD TECHNOLOGY INC More: the full row for GIGACLOUD TECHNOLOGY 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: 21,700 shares 21,700 $616K 0.01% new Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,990 shares; 2024Q4: 1,990 shares; 2025Q1: 1,380 shares; 2025Q2: 1,380 shares; 2025Q3: 1,190 shares 1,190 $612K 0.01% -190 Timeline PSEC PROSPECT CAP CORP More: the full row for PROSPECT CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,140 shares; 2024Q4: 95,140 shares; 2025Q1: 95,140 shares; 2025Q2: 95,140 shares; 2025Q3: 200,742 shares 200,742 $552K 0.01% +105,602 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 714 shares; 2025Q3: 714 shares 714 $552K 0.01% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 908 shares; 2024Q4: 1,634 shares; 2025Q1: 1,946 shares; 2025Q2: 2,521 shares; 2025Q3: 2,291 shares 2,291 $548K 0.01% -230 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,115 shares; 2025Q2: 1,115 shares; 2025Q3: 1,115 shares 1,115 $539K 0.01% 0 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: 26,396 shares; 2024Q4: 8,707 shares; 2025Q1: 10,005 shares; 2025Q2: 14,961 shares; 2025Q3: 10,428 shares 10,428 $538K 0.01% -4,533 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: restricted; 2024Q3: 6,268 shares; 2024Q4: 6,356 shares; 2025Q1: 6,520 shares; 2025Q2: 5,999 shares; 2025Q3: 6,331 shares 6,331 $532K 0.01% +332 Timeline SNEX STONEX GROUP INC More: the full row for STONEX 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: 5,175 shares; 2025Q2: 5,174 shares; 2025Q3: 5,174 shares 5,174 $522K 0.01% 0 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,840 shares; 2024Q4: 68,840 shares; 2025Q1: 33,000 shares; 2025Q2: 17,456 shares; 2025Q3: 5,192 shares 5,192 $474K 0.01% -12,264 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN 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: 466 shares; 2025Q2: not reported; 2025Q3: 613 shares 613 $465K 0.01% new Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,800 shares; 2024Q4: 12,800 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares 5,000 $459K 0.01% 0 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,256 shares; 2024Q4: 1,610 shares; 2025Q1: 2,560 shares; 2025Q2: 2,560 shares; 2025Q3: 2,560 shares 2,560 $442K 0.01% 0 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,495 shares; 2024Q4: 6,639 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,275 shares 4,275 $442K 0.01% new Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares 20,000 $437K 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: restricted; 2024Q3: 1,461 shares; 2024Q4: 1,613 shares; 2025Q1: 1,234 shares; 2025Q2: 2,331 shares; 2025Q3: 2,542 shares 2,542 $411K 0.01% +211 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74 shares; 2024Q4: not reported; 2025Q1: 527 shares; 2025Q2: 453 shares; 2025Q3: 434 shares 434 $399K 0.01% -19 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,016 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,476 shares 3,476 $398K 0.01% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,950 shares; 2024Q4: 4,875 shares; 2025Q1: 4,075 shares; 2025Q2: 4,987 shares; 2025Q3: 5,214 shares 5,214 $394K 0.01% +227 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 279 shares; 2024Q4: 581 shares; 2025Q1: 743 shares; 2025Q2: 621 shares; 2025Q3: 573 shares 573 $391K 0.01% -48 Timeline NSLR NEOSTELLAR CAP CORP More: the full row for NEOSTELLAR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,466 shares; 2024Q4: 42,466 shares; 2025Q1: 42,466 shares; 2025Q2: 42,466 shares; 2025Q3: 42,466 shares 42,466 $382K 0.01% 0 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,689 shares; 2025Q3: 1,689 shares 1,689 $375K 0.01% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,393 shares; 2024Q4: 1,687 shares; 2025Q1: 979 shares; 2025Q2: 896 shares; 2025Q3: 743 shares 743 $367K 0.01% -153 Timeline NYAX NAYAX LTD More: the full row for NAYAX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,500 shares 7,500 $357K 0.01% new 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: restricted; 2024Q3: 576 shares; 2024Q4: 446 shares; 2025Q1: 169 shares; 2025Q2: 3,307 shares; 2025Q3: 3,169 shares 3,169 $342K 0.01% -138 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 382 shares; 2024Q4: 726 shares; 2025Q1: 527 shares; 2025Q2: 453 shares; 2025Q3: 1,303 shares 1,303 $327K 0.01% +850 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 363 shares; 2025Q1: 527 shares; 2025Q2: 907 shares; 2025Q3: 1,303 shares 1,303 $322K 0.01% +396 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 363 shares; 2025Q1: 527 shares; 2025Q2: 453 shares; 2025Q3: 869 shares 869 $321K 0.01% +416 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: 3,302 shares; 2024Q4: 1,451 shares; 2025Q1: 2,633 shares; 2025Q2: 5,510 shares; 2025Q3: 3,744 shares 3,744 $316K 0.01% -1,766 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,862 shares; 2024Q4: 40,233 shares; 2025Q1: 38,722 shares; 2025Q2: 35,418 shares; 2025Q3: 2,344 shares 2,344 $312K 0.01% -33,074 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: 120 shares; 2024Q4: 726 shares; 2025Q1: 1,053 shares; 2025Q2: 1,360 shares; 2025Q3: 1,303 shares 1,303 $308K 0.01% -57 Timeline GRANITE CONSTR INC GRANITE CONSTR INC More: the full row for GRANITE CONSTR 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: 200,000 shares 200,000 $307K 0.01% new O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares 5,000 $304K 0.01% 0 Timeline IGIC INTL GNRL INSURANCE HLDNGS L More: the full row for INTL GNRL INSURANCE HLDNGS L 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: 5,600 shares; 2025Q2: 12,850 shares; 2025Q3: 12,850 shares 12,850 $298K 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: restricted; 2024Q3: not reported; 2024Q4: 1,088 shares; 2025Q1: 1,580 shares; 2025Q2: 2,267 shares; 2025Q3: 3,041 shares 3,041 $297K 0.01% +774 Timeline HPK HIGHPEAK ENERGY INC More: the full row for HIGHPEAK 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: not reported; 2025Q2: not reported; 2025Q3: 40,000 shares 40,000 $283K 0.01% new Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,106 shares; 2024Q4: 24,106 shares; 2025Q1: 24,106 shares; 2025Q2: 24,106 shares; 2025Q3: 24,106 shares 24,106 $275K 0.01% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 795 shares; 2024Q4: 747 shares; 2025Q1: 1,434 shares; 2025Q2: 1,207 shares; 2025Q3: 1,117 shares 1,117 $274K 0.01% -90 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 53 shares; 2025Q1: not reported; 2025Q2: 325 shares; 2025Q3: 1,525 shares 1,525 $272K 0.01% +1,200 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: 4,561 shares; 2024Q4: 11,454 shares; 2025Q1: 14,039 shares; 2025Q2: 15,442 shares; 2025Q3: 6,083 shares 6,083 $267K 0.01% -9,359 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: 334 shares; 2024Q4: 1,088 shares; 2025Q1: 1,580 shares; 2025Q2: 453 shares; 2025Q3: 869 shares 869 $264K 0.01% +416 Timeline IIPR INNOVATIVE INDL PPTYS INC More: the full row for INNOVATIVE INDL PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,390 shares; 2024Q4: 2,390 shares; 2025Q1: 2,390 shares; 2025Q2: 2,390 shares; 2025Q3: 4,890 shares 4,890 $262K 0.01% +2,500 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,900 shares; 2025Q3: 10,450 shares 10,450 $260K 0.01% -4,450 Timeline LYFT INC LYFT INC More: the full row for LYFT 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: 200,000 shares 200,000 $259K 0.01% new T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,902 shares; 2024Q4: 84,495 shares; 2025Q1: 81,288 shares; 2025Q2: 5,440 shares; 2025Q3: 9,124 shares 9,124 $258K 0.01% +3,684 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: 2,824 shares; 2024Q4: 1,451 shares; 2025Q1: 2,106 shares; 2025Q2: 3,173 shares; 2025Q3: 3,041 shares 3,041 $255K 0.01% -132 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: 332 shares; 2024Q4: 332 shares; 2025Q1: 334 shares; 2025Q2: 262 shares; 2025Q3: 209 shares 209 $251K 0.01% -53 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,960 shares; 2024Q4: 26,010 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 590 shares 590 $245K <0.01% new Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,339 shares; 2024Q4: 8,371 shares; 2025Q1: 7,947 shares; 2025Q2: 7,947 shares; 2025Q3: 7,947 shares 7,947 $244K <0.01% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 397 shares; 2024Q4: 865 shares; 2025Q1: 1,557 shares; 2025Q2: 1,318 shares; 2025Q3: 1,198 shares 1,198 $244K <0.01% -120 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,423 shares; 2024Q4: 1,431 shares; 2025Q1: 2,281 shares; 2025Q2: 2,360 shares; 2025Q3: 1,324 shares 1,324 $243K <0.01% -1,036 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 363 shares; 2024Q4: not reported; 2025Q1: 1,580 shares; 2025Q2: 907 shares; 2025Q3: 1,200 shares 1,200 $231K <0.01% +293 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,925 shares; 2024Q4: 10,916 shares; 2025Q1: 12,519 shares; 2025Q2: 17,081 shares; 2025Q3: 19,235 shares 19,235 $230K <0.01% +2,154 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,595 shares; 2024Q4: 1,520 shares; 2025Q1: 1,400 shares; 2025Q2: 740 shares; 2025Q3: 540 shares 540 $230K <0.01% -200 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: restricted; 2024Q3: 123 shares; 2024Q4: 363 shares; 2025Q1: 527 shares; 2025Q2: 453 shares; 2025Q3: 869 shares 869 $227K <0.01% +416 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 363 shares; 2025Q1: 527 shares; 2025Q2: 453 shares; 2025Q3: 869 shares 869 $225K <0.01% +416 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: restricted; 2024Q3: 312 shares; 2024Q4: 675 shares; 2025Q1: 837 shares; 2025Q2: 699 shares; 2025Q3: 1,073 shares 1,073 $220K <0.01% +374 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: 1,855 shares; 2024Q4: 1,855 shares; 2025Q1: 1,635 shares; 2025Q2: 1,635 shares; 2025Q3: 1,635 shares 1,635 $212K <0.01% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142 shares; 2024Q4: 726 shares; 2025Q1: 527 shares; 2025Q2: 907 shares; 2025Q3: 434 shares 434 $211K <0.01% -473 Timeline BLACKLINE INC BLACKLINE INC More: the full row for BLACKLINE 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: 200,000 shares 200,000 $208K <0.01% new CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 363 shares; 2025Q1: 527 shares; 2025Q2: 907 shares; 2025Q3: 434 shares 434 $207K <0.01% -473 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 363 shares; 2025Q1: 527 shares; 2025Q2: 453 shares; 2025Q3: 434 shares 434 $207K <0.01% -19 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: 5,728 shares; 2024Q4: 5,548 shares; 2025Q1: 5,203 shares; 2025Q2: 4,863 shares; 2025Q3: 221 shares 221 $205K <0.01% -4,642 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,118 shares; 2025Q1: 3,094 shares; 2025Q2: 2,587 shares; 2025Q3: 1,522 shares 1,522 $204K <0.01% -1,065 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: 515 shares; 2025Q1: 527 shares; 2025Q2: 453 shares; 2025Q3: 869 shares 869 $199K <0.01% +416 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,601 shares; 2024Q4: 11,205 shares; 2025Q1: 10,982 shares; 2025Q2: 5,453 shares; 2025Q3: 434 shares 434 $198K <0.01% -5,019 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: 306 shares; 2024Q4: 388 shares; 2025Q1: 527 shares; 2025Q2: 453 shares; 2025Q3: 434 shares 434 $198K <0.01% -19 Timeline TPG TPG INC More: the full row for TPG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,400 shares; 2025Q3: 3,400 shares 3,400 $195K <0.01% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,291 shares; 2024Q4: 726 shares; 2025Q1: not reported; 2025Q2: 907 shares; 2025Q3: 869 shares 869 $188K <0.01% -38 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 773 shares; 2024Q4: 679 shares; 2025Q1: 842 shares; 2025Q2: 701 shares; 2025Q3: 638 shares 638 $187K <0.01% -63 Timeline HUBB HUBBELL INC More: the full row for HUBBELL 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: 453 shares; 2025Q3: 434 shares 434 $187K <0.01% -19 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: 8,920 shares; 2024Q4: 10,770 shares; 2025Q1: 9,970 shares; 2025Q2: 453 shares; 2025Q3: 434 shares 434 $183K <0.01% -19 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: restricted; 2024Q3: not reported; 2024Q4: 363 shares; 2025Q1: 527 shares; 2025Q2: 453 shares; 2025Q3: 434 shares 434 $183K <0.01% -19 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: 385 shares; 2024Q4: 363 shares; 2025Q1: not reported; 2025Q2: 453 shares; 2025Q3: 869 shares 869 $175K <0.01% +416 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: 2,702 shares; 2024Q4: 6,168 shares; 2025Q1: 9,478 shares; 2025Q2: 4,534 shares; 2025Q3: 2,607 shares 2,607 $173K <0.01% -1,927 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 538 shares; 2024Q4: 530 shares; 2025Q1: 694 shares; 2025Q2: 586 shares; 2025Q3: 538 shares 538 $171K <0.01% -48 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: restricted; 2024Q3: not reported; 2024Q4: 726 shares; 2025Q1: 527 shares; 2025Q2: 907 shares; 2025Q3: 869 shares 869 $167K <0.01% -38 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,814 shares; 2025Q1: 2,106 shares; 2025Q2: 1,360 shares; 2025Q3: 1,738 shares 1,738 $165K <0.01% +378 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 363 shares; 2025Q1: 527 shares; 2025Q2: 907 shares; 2025Q3: 869 shares 869 $163K <0.01% -38 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: 334 shares; 2024Q4: 1,957 shares; 2025Q1: 1,580 shares; 2025Q2: 1,360 shares; 2025Q3: 1,303 shares 1,303 $161K <0.01% -57 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: not reported; 2025Q2: 1,900 shares; 2025Q3: 950 shares 950 $160K <0.01% -950 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182 shares; 2024Q4: 1,088 shares; 2025Q1: 1,053 shares; 2025Q2: 1,813 shares; 2025Q3: 1,738 shares 1,738 $156K <0.01% -75 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 527 shares; 2025Q2: 1,360 shares; 2025Q3: 869 shares 869 $155K <0.01% -491 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 370 shares; 2024Q4: 363 shares; 2025Q1: not reported; 2025Q2: 453 shares; 2025Q3: 434 shares 434 $152K <0.01% -19 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: 58 shares; 2024Q4: 363 shares; 2025Q1: 527 shares; 2025Q2: 453 shares; 2025Q3: 434 shares 434 $150K <0.01% -19 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: restricted; 2024Q3: not reported; 2024Q4: 363 shares; 2025Q1: 527 shares; 2025Q2: 907 shares; 2025Q3: 869 shares 869 $150K <0.01% -38 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: 3,568 shares; 2024Q4: 1,036 shares; 2025Q1: 1,021 shares; 2025Q2: 3,972 shares; 2025Q3: 2,375 shares 2,375 $148K <0.01% -1,597 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 363 shares; 2025Q1: 527 shares; 2025Q2: 907 shares; 2025Q3: 434 shares 434 $148K <0.01% -473 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 476 shares; 2024Q4: 1,093 shares; 2025Q1: 1,053 shares; 2025Q2: 1,360 shares; 2025Q3: 1,738 shares 1,738 $145K <0.01% +378 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 677 shares; 2024Q4: 677 shares; 2025Q1: 1,724 shares; 2025Q2: 1,412 shares; 2025Q3: 1,719 shares 1,719 $145K <0.01% +307 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,705 shares; 2024Q4: 1,088 shares; 2025Q1: 1,580 shares; 2025Q2: 1,813 shares; 2025Q3: 1,738 shares 1,738 $143K <0.01% -75 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES 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: 7,386 shares 7,386 $141K <0.01% new Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 527 shares; 2025Q2: 453 shares; 2025Q3: 434 shares 434 $140K <0.01% -19 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,303 shares; 2024Q4: 1,135 shares; 2025Q1: 1,162 shares; 2025Q2: 1,088 shares; 2025Q3: 1,069 shares 1,069 $138K <0.01% -19 Timeline GROW U S GLOBAL INVS INC More: the full row for U S GLOBAL INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,500 shares; 2024Q4: 49,500 shares; 2025Q1: 49,500 shares; 2025Q2: 49,500 shares; 2025Q3: 49,500 shares 49,500 $136K <0.01% 0 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: 200 shares; 2024Q4: 363 shares; 2025Q1: 527 shares; 2025Q2: 907 shares; 2025Q3: 869 shares 869 $135K <0.01% -38 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445 shares; 2024Q4: 445 shares; 2025Q1: 1,489 shares; 2025Q2: 3,420 shares; 2025Q3: 2,745 shares 2,745 $135K <0.01% -675 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 363 shares; 2025Q1: not reported; 2025Q2: 453 shares; 2025Q3: 434 shares 434 $134K <0.01% -19 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 453 shares; 2025Q3: 434 shares 434 $134K <0.01% -19 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,836 shares; 2024Q4: 1,676 shares; 2025Q1: 1,580 shares; 2025Q2: 2,267 shares; 2025Q3: 2,172 shares 2,172 $133K <0.01% -95 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,150 shares; 2024Q4: 43,825 shares; 2025Q1: 527 shares; 2025Q2: 907 shares; 2025Q3: 1,303 shares 1,303 $133K <0.01% +396 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62 shares; 2024Q4: 363 shares; 2025Q1: 527 shares; 2025Q2: 453 shares; 2025Q3: 434 shares 434 $133K <0.01% -19 Timeline OPRA OPERA LTD More: the full row for OPERA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,200 shares; 2024Q4: 33,350 shares; 2025Q1: 13,500 shares; 2025Q2: 13,500 shares; 2025Q3: 6,400 shares 6,400 $132K <0.01% -7,100 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 726 shares; 2025Q1: 527 shares; 2025Q2: 453 shares; 2025Q3: 869 shares 869 $132K <0.01% +416 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270 shares; 2024Q4: 818 shares; 2025Q1: 1,053 shares; 2025Q2: 907 shares; 2025Q3: 434 shares 434 $131K <0.01% -473 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163 shares; 2024Q4: 526 shares; 2025Q1: 167 shares; 2025Q2: 131 shares; 2025Q3: 542 shares 542 $130K <0.01% +411 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 835 shares; 2024Q4: 2,247 shares; 2025Q1: 2,024 shares; 2025Q2: 2,169 shares; 2025Q3: 1,590 shares 1,590 $128K <0.01% -579 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 339 shares; 2024Q4: 818 shares; 2025Q1: 527 shares; 2025Q2: 907 shares; 2025Q3: 869 shares 869 $128K <0.01% -38 Timeline MNDY MONDAY COM LTD More: the full row for MONDAY COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 500 shares; 2025Q2: 660 shares; 2025Q3: 660 shares 660 $128K <0.01% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 552 shares; 2024Q4: 1,858 shares; 2025Q1: 1,463 shares; 2025Q2: 1,238 shares; 2025Q3: 1,136 shares 1,136 $128K <0.01% -102 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,088 shares; 2025Q1: 2,106 shares; 2025Q2: 907 shares; 2025Q3: 869 shares 869 $126K <0.01% -38 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 363 shares; 2025Q1: 527 shares; 2025Q2: 453 shares; 2025Q3: 434 shares 434 $125K <0.01% -19 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 527 shares; 2025Q2: 453 shares; 2025Q3: 869 shares 869 $123K <0.01% +416 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: 1,398 shares; 2024Q4: 726 shares; 2025Q1: 1,053 shares; 2025Q2: 453 shares; 2025Q3: 434 shares 434 $122K <0.01% -19 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: 781 shares; 2024Q4: 1,814 shares; 2025Q1: 3,686 shares; 2025Q2: 907 shares; 2025Q3: 434 shares 434 $122K <0.01% -473 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,722 shares; 2024Q4: 32,838 shares; 2025Q1: 30,603 shares; 2025Q2: 30,063 shares; 2025Q3: 1,738 shares 1,738 $122K <0.01% -28,325 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212 shares; 2024Q4: 363 shares; 2025Q1: 527 shares; 2025Q2: 453 shares; 2025Q3: 434 shares 434 $121K <0.01% -19 Timeline NXDT NEXPOINT DIVERSIFIED REL ET More: the full row for NEXPOINT DIVERSIFIED REL ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,120 shares; 2024Q4: 30,628 shares; 2025Q1: 31,109 shares; 2025Q2: 31,939 shares; 2025Q3: 32,794 shares 32,794 $121K <0.01% +855 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 318 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 869 shares 869 $120K <0.01% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,598 shares; 2024Q4: 4,404 shares; 2025Q1: 2,880 shares; 2025Q2: 2,433 shares; 2025Q3: 2,675 shares 2,675 $120K <0.01% +242 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,569 shares; 2024Q4: 2,263 shares; 2025Q1: 785 shares; 2025Q2: 2,871 shares; 2025Q3: 1,790 shares 1,790 $120K <0.01% -1,081 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: 340 shares; 2024Q4: 920 shares; 2025Q1: 527 shares; 2025Q2: 907 shares; 2025Q3: 434 shares 434 $119K <0.01% -473 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 363 shares; 2025Q1: not reported; 2025Q2: 453 shares; 2025Q3: 434 shares 434 $119K <0.01% -19 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 366 shares; 2024Q4: 363 shares; 2025Q1: 527 shares; 2025Q2: 907 shares; 2025Q3: 869 shares 869 $118K <0.01% -38 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 363 shares; 2025Q1: not reported; 2025Q2: 453 shares; 2025Q3: 434 shares 434 $116K <0.01% -19 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: 396 shares; 2024Q4: 726 shares; 2025Q1: 527 shares; 2025Q2: 1,360 shares; 2025Q3: 869 shares 869 $114K <0.01% -491 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 579 shares; 2024Q4: 578 shares; 2025Q1: 366 shares; 2025Q2: 290 shares; 2025Q3: 235 shares 235 $112K <0.01% -55 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 363 shares; 2025Q1: not reported; 2025Q2: 453 shares; 2025Q3: 434 shares 434 $111K <0.01% -19 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 570 shares; 2024Q4: 409 shares; 2025Q1: 1,457 shares; 2025Q2: 1,681 shares; 2025Q3: 1,131 shares 1,131 $111K <0.01% -550 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,560 shares; 2024Q4: 2,591 shares; 2025Q1: 1,815 shares; 2025Q2: 2,424 shares; 2025Q3: 2,228 shares 2,228 $109K <0.01% -196 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174 shares; 2024Q4: not reported; 2025Q1: 527 shares; 2025Q2: 453 shares; 2025Q3: 869 shares 869 $107K <0.01% +416 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 596 shares; 2024Q4: 1,451 shares; 2025Q1: 1,580 shares; 2025Q2: 2,267 shares; 2025Q3: 1,738 shares 1,738 $106K <0.01% -529 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,590 shares; 2024Q4: 1,814 shares; 2025Q1: not reported; 2025Q2: 1,813 shares; 2025Q3: 2,172 shares 2,172 $105K <0.01% +359 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,623 shares; 2024Q4: 2,848 shares; 2025Q1: 2,837 shares; 2025Q2: 905 shares; 2025Q3: 655 shares 655 $105K <0.01% -250 Timeline DAVE DAVE INC More: the full row for DAVE 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: 525 shares; 2025Q3: 525 shares 525 $105K <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: restricted; 2024Q3: 1,073 shares; 2024Q4: 2,177 shares; 2025Q1: not reported; 2025Q2: 3,627 shares; 2025Q3: 4,779 shares 4,779 $104K <0.01% +1,152 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,050 shares; 2024Q4: 235 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,738 shares 1,738 $104K <0.01% new Timeline AVPT AVEPOINT INC More: the full row for AVEPOINT 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: 6,900 shares; 2025Q2: 6,900 shares; 2025Q3: 6,900 shares 6,900 $104K <0.01% 0 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,265 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,083 shares 6,083 $104K <0.01% new 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: restricted; 2024Q3: 5,366 shares; 2024Q4: 5,092 shares; 2025Q1: 5,352 shares; 2025Q2: 4,715 shares; 2025Q3: 434 shares 434 $103K <0.01% -4,281 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: 186 shares; 2024Q4: not reported; 2025Q1: 527 shares; 2025Q2: 453 shares; 2025Q3: 869 shares 869 $103K <0.01% +416 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,172 shares 2,172 $103K <0.01% new Timeline ALLT ALLOT LTD More: the full row for ALLOT 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: 39,400 shares; 2025Q2: 39,400 shares; 2025Q3: 9,700 shares 9,700 $103K <0.01% -29,700 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185 shares; 2024Q4: 363 shares; 2025Q1: not reported; 2025Q2: 453 shares; 2025Q3: 434 shares 434 $102K <0.01% -19 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,303 shares 1,303 $102K <0.01% new Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 726 shares; 2025Q1: not reported; 2025Q2: 1,360 shares; 2025Q3: 1,303 shares 1,303 $101K <0.01% -57 Timeline AFCG ADVANCED FLOWER CAP INC More: the full row for ADVANCED FLOWER CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,000 shares; 2024Q4: 26,000 shares; 2025Q1: 26,000 shares; 2025Q2: 26,000 shares; 2025Q3: 26,000 shares 26,000 $99.6K <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: restricted; 2024Q3: not reported; 2024Q4: 1,088 shares; 2025Q1: 527 shares; 2025Q2: 907 shares; 2025Q3: 869 shares 869 $99.6K <0.01% -38 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,088 shares; 2025Q1: 1,053 shares; 2025Q2: 1,813 shares; 2025Q3: 1,738 shares 1,738 $98.8K <0.01% -75 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,738 shares 1,738 $98.6K <0.01% new Timeline BBY BEST BUY INC More: the full row for BEST BUY 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: 1,303 shares 1,303 $98.5K <0.01% new Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 457 shares; 2024Q4: 726 shares; 2025Q1: 1,053 shares; 2025Q2: 1,813 shares; 2025Q3: 869 shares 869 $97.1K <0.01% -944 Timeline BXP BXP INC More: the full row for BXP 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: 1,303 shares 1,303 $96.9K <0.01% new Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,326 shares; 2024Q4: 1,088 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,910 shares 3,910 $96K <0.01% new Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69 shares; 2024Q4: 67 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 434 shares 434 $95.7K <0.01% new Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,088 shares; 2025Q1: 1,053 shares; 2025Q2: 907 shares; 2025Q3: 1,303 shares 1,303 $95.5K <0.01% +396 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,753 shares; 2024Q4: 1,088 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,476 shares 3,476 $94.7K <0.01% new Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER 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: 453 shares; 2025Q3: 434 shares 434 $94.6K <0.01% -19 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,055 shares; 2024Q4: 1,060 shares; 2025Q1: 1,061 shares; 2025Q2: 844 shares; 2025Q3: 670 shares 670 $94.1K <0.01% -174 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153 shares; 2024Q4: 363 shares; 2025Q1: 527 shares; 2025Q2: 453 shares; 2025Q3: 434 shares 434 $93.2K <0.01% -19 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,813 shares; 2025Q3: 1,303 shares 1,303 $92.7K <0.01% -510 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: 1,992 shares; 2024Q4: 1,950 shares; 2025Q1: 2,958 shares; 2025Q2: 2,942 shares; 2025Q3: 550 shares 550 $91.5K <0.01% -2,392 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,925 shares; 2025Q2: 724 shares; 2025Q3: 612 shares 612 $90.9K <0.01% -112 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,088 shares; 2025Q1: 527 shares; 2025Q2: 907 shares; 2025Q3: 869 shares 869 $90.7K <0.01% -38 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares 1,600 $90.3K <0.01% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 791 shares; 2024Q4: 726 shares; 2025Q1: 1,053 shares; 2025Q2: 907 shares; 2025Q3: 869 shares 869 $90.2K <0.01% -38 Timeline SUNS SUNRISE RLTY TR INC More: the full row for SUNRISE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,666 shares; 2024Q4: 8,666 shares; 2025Q1: 8,666 shares; 2025Q2: 8,666 shares; 2025Q3: 8,666 shares 8,666 $90K <0.01% 0 Timeline CGBD CARLYLE SECURED LENDING INC More: the full row for CARLYLE SECURED LENDING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,087 shares; 2025Q3: 7,087 shares 7,087 $88.6K <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: 2,919 shares; 2024Q4: 2,177 shares; 2025Q1: 2,106 shares; 2025Q2: 1,813 shares; 2025Q3: 869 shares 869 $88.2K <0.01% -944 Timeline WPC WP CAREY INC More: the full row for WP CAREY 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: 1,580 shares; 2025Q2: 1,813 shares; 2025Q3: 1,303 shares 1,303 $88K <0.01% -510 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,930 shares; 2024Q4: 1,814 shares; 2025Q1: 2,106 shares; 2025Q2: 2,720 shares; 2025Q3: 3,041 shares 3,041 $87.9K <0.01% +321 Timeline IESC IES HOLDINGS INC More: the full row for IES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 220 shares 220 $87.5K <0.01% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139 shares; 2024Q4: 726 shares; 2025Q1: 1,053 shares; 2025Q2: 453 shares; 2025Q3: 434 shares 434 $87.5K <0.01% -19 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: 175 shares; 2024Q4: not reported; 2025Q1: 1,053 shares; 2025Q2: 907 shares; 2025Q3: 869 shares 869 $87.4K <0.01% -38 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: not reported; 2024Q4: not reported; 2025Q1: 527 shares; 2025Q2: 9,953 shares; 2025Q3: 434 shares 434 $87K <0.01% -9,519 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 20 shares; 2025Q3: 16 shares 16 $86.4K <0.01% -4 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 374 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 453 shares; 2025Q3: 434 shares 434 $85.8K <0.01% -19 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 600 shares; 2025Q3: 600 shares 600 $84.6K <0.01% 0 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217 shares; 2024Q4: 1,088 shares; 2025Q1: 1,053 shares; 2025Q2: 1,360 shares; 2025Q3: 1,303 shares 1,303 $84.3K <0.01% -57 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88 shares; 2024Q4: 363 shares; 2025Q1: 527 shares; 2025Q2: 453 shares; 2025Q3: 434 shares 434 $83.8K <0.01% -19 Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA 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: 700 shares; 2025Q3: 700 shares 700 $83.2K <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: restricted; 2024Q3: 2,904 shares; 2024Q4: 1,814 shares; 2025Q1: 1,580 shares; 2025Q2: 1,360 shares; 2025Q3: 869 shares 869 $83K <0.01% -491 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138 shares; 2024Q4: 138 shares; 2025Q1: 222 shares; 2025Q2: 178 shares; 2025Q3: 577 shares 577 $82.6K <0.01% +399 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: 126 shares; 2024Q4: 363 shares; 2025Q1: not reported; 2025Q2: 453 shares; 2025Q3: 434 shares 434 $81.6K <0.01% -19 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304 shares; 2024Q4: 949 shares; 2025Q1: 527 shares; 2025Q2: 907 shares; 2025Q3: 869 shares 869 $81K <0.01% -38 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,177 shares; 2025Q1: 2,106 shares; 2025Q2: 2,267 shares; 2025Q3: 2,172 shares 2,172 $80.7K <0.01% -95 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,355 shares; 2024Q4: 39,700 shares; 2025Q1: 37,527 shares; 2025Q2: 35,893 shares; 2025Q3: 854 shares 854 $80.1K <0.01% -35,039 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 274 shares; 2024Q4: 637 shares; 2025Q1: 803 shares; 2025Q2: 671 shares; 2025Q3: 179 shares 179 $80.1K <0.01% -492 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352 shares; 2024Q4: not reported; 2025Q1: 2,106 shares; 2025Q2: 2,267 shares; 2025Q3: 1,738 shares 1,738 $79.6K <0.01% -529 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,861 shares; 2024Q4: 2,177 shares; 2025Q1: not reported; 2025Q2: 1,360 shares; 2025Q3: 1,738 shares 1,738 $79.5K <0.01% +378 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: 29,859 shares; 2024Q4: 30,441 shares; 2025Q1: 1,053 shares; 2025Q2: 1,360 shares; 2025Q3: 869 shares 869 $79K <0.01% -491 Timeline MBIN MERCHANTS BANCORP IND More: the full row for MERCHANTS BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,600 shares; 2024Q4: 2,450 shares; 2025Q1: 2,450 shares; 2025Q2: 2,450 shares; 2025Q3: 2,450 shares 2,450 $77.9K <0.01% 0 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: restricted; 2024Q3: 1,247 shares; 2024Q4: 1,451 shares; 2025Q1: not reported; 2025Q2: 1,360 shares; 2025Q3: 1,738 shares 1,738 $77.4K <0.01% +378 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 373 shares; 2024Q4: 726 shares; 2025Q1: 1,053 shares; 2025Q2: 453 shares; 2025Q3: 869 shares 869 $76.9K <0.01% +416 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 516 shares; 2024Q4: 1,074 shares; 2025Q1: 333 shares; 2025Q2: 720 shares; 2025Q3: 217 shares 217 $76.5K <0.01% -503 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 372 shares; 2024Q4: not reported; 2025Q1: 527 shares; 2025Q2: 453 shares; 2025Q3: 434 shares 434 $75.9K <0.01% -19 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: 414 shares; 2024Q4: 414 shares; 2025Q1: 417 shares; 2025Q2: 326 shares; 2025Q3: 267 shares 267 $75.3K <0.01% -59 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 444 shares; 2024Q4: 363 shares; 2025Q1: 527 shares; 2025Q2: 453 shares; 2025Q3: 434 shares 434 $74.1K <0.01% -19 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 907 shares; 2025Q3: 434 shares 434 $73.9K <0.01% -473 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 363 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 434 shares 434 $73.5K <0.01% new Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,498 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 907 shares; 2025Q3: 869 shares 869 $73.4K <0.01% -38 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,197 shares; 2024Q4: 1,685 shares; 2025Q1: 527 shares; 2025Q2: 453 shares; 2025Q3: 434 shares 434 $73.1K <0.01% -19 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,522 shares; 2024Q4: 3,322 shares; 2025Q1: 3,106 shares; 2025Q2: 2,636 shares; 2025Q3: 2,169 shares 2,169 $72.8K <0.01% -467 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,757 shares; 2024Q4: 726 shares; 2025Q1: 1,053 shares; 2025Q2: 453 shares; 2025Q3: 869 shares 869 $72K <0.01% +416 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 965 shares; 2024Q4: 1,088 shares; 2025Q1: 527 shares; 2025Q2: 1,813 shares; 2025Q3: 869 shares 869 $71.6K <0.01% -944 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: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares 3,500 $71.4K <0.01% 0 Timeline CCAP CRESCENT CAP BDC INC More: the full row for CRESCENT CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,900 shares; 2025Q3: 4,900 shares 4,900 $69.9K <0.01% 0 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: not reported; 2025Q1: 527 shares; 2025Q2: not reported; 2025Q3: 434 shares 434 $68.6K <0.01% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 962 shares; 2024Q4: 962 shares; 2025Q1: 960 shares; 2025Q2: 764 shares; 2025Q3: 617 shares 617 $68.5K <0.01% -147 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125 shares; 2024Q4: 363 shares; 2025Q1: 527 shares; 2025Q2: 453 shares; 2025Q3: 434 shares 434 $68.4K <0.01% -19 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,859 shares; 2024Q4: 1,088 shares; 2025Q1: 1,053 shares; 2025Q2: 907 shares; 2025Q3: 869 shares 869 $68.3K <0.01% -38 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 39 shares; 2025Q1: 39 shares; 2025Q2: 31 shares; 2025Q3: 28 shares 28 $65.4K <0.01% -3 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115 shares; 2024Q4: 363 shares; 2025Q1: 527 shares; 2025Q2: 453 shares; 2025Q3: 434 shares 434 $65K <0.01% -19 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: 3,021 shares; 2024Q4: 5,923 shares; 2025Q1: 5,008 shares; 2025Q2: 5,044 shares; 2025Q3: 1,834 shares 1,834 $57.6K <0.01% -3,210 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 527 shares; 2025Q2: 453 shares; 2025Q3: 434 shares 434 $57.3K <0.01% -19 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 298 shares; 2024Q4: 298 shares; 2025Q1: 299 shares; 2025Q2: 249 shares; 2025Q3: 198 shares 198 $53.9K <0.01% -51 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 243 shares; 2024Q4: 243 shares; 2025Q1: 243 shares; 2025Q2: 188 shares; 2025Q3: 156 shares 156 $51.3K <0.01% -32 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,233 shares; 2024Q4: 726 shares; 2025Q1: 527 shares; 2025Q2: 453 shares; 2025Q3: 434 shares 434 $50.3K <0.01% -19 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,770 shares; 2024Q4: 9,545 shares; 2025Q1: 202 shares; 2025Q2: 157 shares; 2025Q3: 124 shares 124 $48.6K <0.01% -33 Timeline CLBT CELLEBRITE DI LTD More: the full row for CELLEBRITE DI 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: 2,600 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares 2,600 $48.2K <0.01% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,092 shares; 2024Q4: 1,088 shares; 2025Q1: 1,053 shares; 2025Q2: 907 shares; 2025Q3: 434 shares 434 $47.3K <0.01% -473 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: 1,779 shares; 2024Q4: 875 shares; 2025Q1: 1,923 shares; 2025Q2: 2,049 shares; 2025Q3: 552 shares 552 $46.7K <0.01% -1,497 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,855 shares; 2024Q4: 2,177 shares; 2025Q1: not reported; 2025Q2: 1,360 shares; 2025Q3: 1,738 shares 1,738 $45.8K <0.01% +378 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,256 shares; 2024Q4: 2,902 shares; 2025Q1: not reported; 2025Q2: 1,813 shares; 2025Q3: 2,607 shares 2,607 $45K <0.01% +794 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 527 shares; 2024Q4: 527 shares; 2025Q1: 508 shares; 2025Q2: 487 shares; 2025Q3: 327 shares 327 $43.2K <0.01% -160 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71 shares; 2024Q4: 71 shares; 2025Q1: 69 shares; 2025Q2: 57 shares; 2025Q3: 44 shares 44 $42.6K <0.01% -13 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 174 shares; 2025Q2: 148 shares; 2025Q3: 123 shares 123 $39.6K <0.01% -25 Timeline TATT TAT TECHNOLOGIES LTD More: the full row for TAT TECHNOLOGIES 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: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: 900 shares 900 $39.6K <0.01% -1,400 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: restricted; 2024Q3: 1,590 shares; 2024Q4: 1,525 shares; 2025Q1: 875 shares; 2025Q2: 875 shares; 2025Q3: 100 shares 100 $38.8K <0.01% -775 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 280 shares; 2025Q1: 280 shares; 2025Q2: 280 shares; 2025Q3: 280 shares 280 $37.1K <0.01% 0 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: not reported; 2025Q2: not reported; 2025Q3: 223 shares 223 $34.6K <0.01% new Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,641 shares; 2024Q4: 975 shares; 2025Q1: 765 shares; 2025Q2: 630 shares; 2025Q3: 60 shares 60 $34K <0.01% -570 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,522 shares; 2024Q4: 3,333 shares; 2025Q1: 1,481 shares; 2025Q2: 4,784 shares; 2025Q3: 939 shares 939 $33.3K <0.01% -3,845 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 726 shares; 2025Q1: 527 shares; 2025Q2: not reported; 2025Q3: 434 shares 434 $33.3K <0.01% new Timeline RBRK RUBRIK INC. More: the full row for RUBRIK 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: 400 shares; 2025Q3: 400 shares 400 $32.9K <0.01% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 810 shares; 2024Q4: 810 shares; 2025Q1: 750 shares; 2025Q2: 599 shares; 2025Q3: 480 shares 480 $32.3K <0.01% -119 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 434 shares 434 $31.4K <0.01% new Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 345 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 434 shares 434 $30.8K <0.01% new Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84 shares; 2024Q4: 84 shares; 2025Q1: 85 shares; 2025Q2: 65 shares; 2025Q3: 53 shares 53 $29.8K <0.01% -12 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199 shares; 2024Q4: 199 shares; 2025Q1: 194 shares; 2025Q2: 153 shares; 2025Q3: 126 shares 126 $28.7K <0.01% -27 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE 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: 60 shares; 2025Q2: 48 shares; 2025Q3: 39 shares 39 $28K <0.01% -9 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,768 shares; 2024Q4: 3,219 shares; 2025Q1: 3,339 shares; 2025Q2: 4,414 shares; 2025Q3: 616 shares 616 $27.7K <0.01% -3,798 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145 shares; 2024Q4: 476 shares; 2025Q1: 82 shares; 2025Q2: 66 shares; 2025Q3: 54 shares 54 $26.9K <0.01% -12 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 342 shares; 2024Q4: 342 shares; 2025Q1: 334 shares; 2025Q2: 264 shares; 2025Q3: 218 shares 218 $26.5K <0.01% -46 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: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 700 shares; 2025Q3: 700 shares 700 $26.1K <0.01% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64 shares; 2024Q4: 64 shares; 2025Q1: 64 shares; 2025Q2: 50 shares; 2025Q3: 40 shares 40 $25.6K <0.01% -10 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,124 shares; 2024Q4: 4,876 shares; 2025Q1: 5,398 shares; 2025Q2: 1,069 shares; 2025Q3: 124 shares 124 $25K <0.01% -945 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,550 shares; 2024Q4: 5,270 shares; 2025Q1: 140 shares; 2025Q2: 140 shares; 2025Q3: 140 shares 140 $24.2K <0.01% 0 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260 shares; 2024Q4: 623 shares; 2025Q1: 258 shares; 2025Q2: 198 shares; 2025Q3: 158 shares 158 $24.1K <0.01% -40 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,956 shares; 2024Q4: 1,956 shares; 2025Q1: 1,909 shares; 2025Q2: 9,147 shares; 2025Q3: 1,225 shares 1,225 $23.9K <0.01% -7,922 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: restricted; 2024Q3: 117 shares; 2024Q4: 117 shares; 2025Q1: 119 shares; 2025Q2: 95 shares; 2025Q3: 78 shares 78 $23.4K <0.01% -17 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 714 shares; 2024Q4: 642 shares; 2025Q1: 806 shares; 2025Q2: 673 shares; 2025Q3: 183 shares 183 $23.2K <0.01% -490 Timeline XPEL XPEL INC More: the full row for XPEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares 700 $23.1K <0.01% 0 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240 shares; 2024Q4: 240 shares; 2025Q1: 241 shares; 2025Q2: 192 shares; 2025Q3: 160 shares 160 $22.8K <0.01% -32 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,199 shares; 2024Q4: 449 shares; 2025Q1: 449 shares; 2025Q2: 360 shares; 2025Q3: 294 shares 294 $22.6K <0.01% -66 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281 shares; 2024Q4: 495 shares; 2025Q1: 137 shares; 2025Q2: 108 shares; 2025Q3: 87 shares 87 $22.5K <0.01% -21 Timeline GRPN GROUPON INC More: the full row for GROUPON 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: 63,000 shares; 2025Q2: 29,200 shares; 2025Q3: 900 shares 900 $21K <0.01% -28,300 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 354 shares; 2024Q4: 354 shares; 2025Q1: 350 shares; 2025Q2: 289 shares; 2025Q3: 231 shares 231 $20.9K <0.01% -58 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 984 shares; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 540 shares; 2025Q3: 70 shares 70 $19.3K <0.01% -470 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 516 shares; 2024Q4: 319 shares; 2025Q1: 318 shares; 2025Q2: 254 shares; 2025Q3: 212 shares 212 $17.9K <0.01% -42 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: 276 shares; 2024Q4: 473 shares; 2025Q1: 635 shares; 2025Q2: 538 shares; 2025Q3: 70 shares 70 $17.6K <0.01% -468 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 768 shares; 2024Q4: 421 shares; 2025Q1: 408 shares; 2025Q2: 321 shares; 2025Q3: 273 shares 273 $17.5K <0.01% -48 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 355 shares; 2024Q4: 355 shares; 2025Q1: 352 shares; 2025Q2: 278 shares; 2025Q3: 233 shares 233 $17.5K <0.01% -45 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,997 shares; 2024Q4: 3,946 shares; 2025Q1: 5,251 shares; 2025Q2: 4,475 shares; 2025Q3: 676 shares 676 $17.2K <0.01% -3,799 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,293 shares; 2024Q4: 1,474 shares; 2025Q1: 1,432 shares; 2025Q2: 1,210 shares; 2025Q3: 245 shares 245 $16.4K <0.01% -965 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,273 shares; 2024Q4: 941 shares; 2025Q1: 928 shares; 2025Q2: 731 shares; 2025Q3: 628 shares 628 $16.4K <0.01% -103 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173 shares; 2024Q4: 536 shares; 2025Q1: 163 shares; 2025Q2: 130 shares; 2025Q3: 105 shares 105 $14.8K <0.01% -25 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123 shares; 2024Q4: 123 shares; 2025Q1: 8,001 shares; 2025Q2: 103 shares; 2025Q3: 84 shares 84 $13.4K <0.01% -19 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: restricted; 2024Q3: 307 shares; 2024Q4: 1,033 shares; 2025Q1: 304 shares; 2025Q2: 241 shares; 2025Q3: 197 shares 197 $13.3K <0.01% -44 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 348 shares; 2024Q4: 348 shares; 2025Q1: 354 shares; 2025Q2: 274 shares; 2025Q3: 223 shares 223 $10.9K <0.01% -51 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 438 shares; 2024Q4: 105 shares; 2025Q1: 103 shares; 2025Q2: 83 shares; 2025Q3: 66 shares 66 $10.5K <0.01% -17 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,387 shares; 2024Q4: 338 shares; 2025Q1: 320 shares; 2025Q2: 250 shares; 2025Q3: 209 shares 209 $10.3K <0.01% -41 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94 shares; 2024Q4: 94 shares; 2025Q1: 91 shares; 2025Q2: 72 shares; 2025Q3: 57 shares 57 $10.1K <0.01% -15 Timeline GFS GLOBALFOUNDRIES INC More: the full row for GLOBALFOUNDRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 430 shares; 2024Q4: 430 shares; 2025Q1: 412 shares; 2025Q2: 337 shares; 2025Q3: 275 shares 275 $9.86K <0.01% -62 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92 shares; 2024Q4: 92 shares; 2025Q1: 98 shares; 2025Q2: 77 shares; 2025Q3: 69 shares 69 $9.76K <0.01% -8 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 599 shares; 2024Q4: 114 shares; 2025Q1: 114 shares; 2025Q2: 89 shares; 2025Q3: 69 shares 69 $9.67K <0.01% -20 Timeline