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: 311,380 shares; 2024Q4: 309,317 shares; 2025Q1: 292,044 shares; 2025Q2: 290,464 shares; 2025Q3: 292,054 shares 292,054 $214M 5.28% +1,590 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: 746,762 shares; 2024Q4: 755,392 shares; 2025Q1: 733,122 shares; 2025Q2: 712,726 shares; 2025Q3: 704,354 shares 704,354 $171M 4.21% -8,372 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: 702,805 shares; 2024Q4: 703,411 shares; 2025Q1: 700,382 shares; 2025Q2: 730,081 shares; 2025Q3: 734,385 shares 734,385 $161M 3.97% +4,304 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: 769,943 shares; 2024Q4: 765,580 shares; 2025Q1: 797,933 shares; 2025Q2: 803,859 shares; 2025Q3: 801,332 shares 801,332 $150M 3.68% -2,527 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: 404,914 shares; 2024Q4: 406,884 shares; 2025Q1: 409,630 shares; 2025Q2: 407,369 shares; 2025Q3: 402,782 shares 402,782 $138M 3.38% -4,587 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: 274,266 shares; 2024Q4: 288,087 shares; 2025Q1: 278,496 shares; 2025Q2: 253,112 shares; 2025Q3: 250,698 shares 250,698 $130M 3.2% -2,414 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 863,342 shares; 2024Q4: 904,716 shares; 2025Q1: 1,242,065 shares; 2025Q2: 1,308,105 shares; 2025Q3: 1,296,152 shares 1,296,152 $127M 3.12% -11,953 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: 546,116 shares; 2024Q4: 531,753 shares; 2025Q1: 467,876 shares; 2025Q2: 467,591 shares; 2025Q3: 462,480 shares 462,480 $118M 2.9% -5,111 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: 379,634 shares; 2024Q4: 383,373 shares; 2025Q1: 391,584 shares; 2025Q2: 399,072 shares; 2025Q3: 396,258 shares 396,258 $111M 2.72% -2,814 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: 142,629 shares; 2024Q4: 145,640 shares; 2025Q1: 145,836 shares; 2025Q2: 151,574 shares; 2025Q3: 151,563 shares 151,563 $104M 2.55% -11 Timeline LGND LIGAND PHARMACEUTICALS INC More: the full row for LIGAND PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 545,821 shares; 2024Q4: 551,588 shares; 2025Q1: 554,517 shares; 2025Q2: 571,825 shares; 2025Q3: 568,611 shares 568,611 $101M 2.48% -3,214 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: 569,485 shares; 2024Q4: 567,818 shares; 2025Q1: 571,924 shares; 2025Q2: 577,279 shares; 2025Q3: 571,362 shares 571,362 $96.3M 2.37% -5,917 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: 124,605 shares; 2024Q4: 124,369 shares; 2025Q1: 110,554 shares; 2025Q2: 152,117 shares; 2025Q3: 151,050 shares 151,050 $85.9M 2.11% -1,067 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286,303 shares; 2024Q4: 283,641 shares; 2025Q1: 284,996 shares; 2025Q2: 283,552 shares; 2025Q3: 284,338 shares 284,338 $84.7M 2.08% +786 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: 921,339 shares; 2024Q4: 914,939 shares; 2025Q1: 943,955 shares; 2025Q2: 964,290 shares; 2025Q3: 960,042 shares 960,042 $81M 1.99% -4,248 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: 86,419 shares; 2024Q4: 87,785 shares; 2025Q1: 65,061 shares; 2025Q2: 66,118 shares; 2025Q3: 66,763 shares 66,763 $80M 1.97% +645 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: 405,691 shares; 2024Q4: 404,805 shares; 2025Q1: 404,055 shares; 2025Q2: 400,333 shares; 2025Q3: 316,276 shares 316,276 $78.1M 1.92% -84,057 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: 77,737 shares; 2024Q4: 77,698 shares; 2025Q1: 78,207 shares; 2025Q2: 78,951 shares; 2025Q3: 79,235 shares 79,235 $72.9M 1.79% +284 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: 189,211 shares; 2024Q4: 195,052 shares; 2025Q1: 196,419 shares; 2025Q2: 197,394 shares; 2025Q3: 195,621 shares 195,621 $72.3M 1.78% -1,773 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: 51,479 shares; 2024Q4: 51,740 shares; 2025Q1: 51,945 shares; 2025Q2: 54,973 shares; 2025Q3: 54,508 shares 54,508 $71.8M 1.77% -465 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: 59,533 shares; 2024Q4: 62,389 shares; 2025Q1: 63,031 shares; 2025Q2: 66,333 shares; 2025Q3: 65,556 shares 65,556 $63.5M 1.56% -777 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: 483,779 shares; 2024Q4: 505,946 shares; 2025Q1: 885,532 shares; 2025Q2: 886,382 shares; 2025Q3: 889,486 shares 889,486 $59.9M 1.47% +3,104 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,813 shares; 2024Q4: 38,522 shares; 2025Q1: 85,631 shares; 2025Q2: 91,438 shares; 2025Q3: 77,956 shares 77,956 $59.5M 1.46% -13,482 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,102 shares; 2024Q4: 213,698 shares; 2025Q1: 214,870 shares; 2025Q2: 197,722 shares; 2025Q3: 187,008 shares 187,008 $59.1M 1.45% -10,714 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: 95,516 shares; 2024Q4: 94,094 shares; 2025Q1: 63,802 shares; 2025Q2: 63,842 shares; 2025Q3: 62,618 shares 62,618 $58M 1.43% -1,224 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: 13,652 shares; 2024Q4: 203,476 shares; 2025Q1: 497,991 shares; 2025Q2: 585,159 shares; 2025Q3: 583,724 shares 583,724 $57M 1.4% -1,435 Timeline PRCT PROCEPT BIOROBOTICS CORP More: the full row for PROCEPT BIOROBOTICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 262,651 shares; 2024Q4: 379,582 shares; 2025Q1: 422,373 shares; 2025Q2: 568,972 shares; 2025Q3: 1,568,845 shares 1,568,845 $56M 1.38% +999,873 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,434 shares; 2024Q4: 168,778 shares; 2025Q1: 171,294 shares; 2025Q2: 177,996 shares; 2025Q3: 179,606 shares 179,606 $55.4M 1.36% +1,610 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: 93,581 shares; 2024Q4: 86,184 shares; 2025Q1: 87,299 shares; 2025Q2: 86,322 shares; 2025Q3: 85,796 shares 85,796 $54.8M 1.35% -526 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,089 shares; 2024Q4: 132,983 shares; 2025Q1: 181,663 shares; 2025Q2: 143,895 shares; 2025Q3: 180,318 shares 180,318 $45.9M 1.13% +36,423 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,061 shares; 2024Q4: 41,376 shares; 2025Q1: 29,680 shares; 2025Q2: 30,666 shares; 2025Q3: 29,635 shares 29,635 $44.3M 1.09% -1,031 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: 59,530 shares; 2024Q4: 55,724 shares; 2025Q1: 58,586 shares; 2025Q2: 142,003 shares; 2025Q3: 140,328 shares 140,328 $44.3M 1.09% -1,675 Timeline DVAX DYNAVAX TECHNOLOGIES CORP More: the full row for DYNAVAX TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,489,896 shares; 2024Q4: 5,381,380 shares; 2025Q1: 5,344,570 shares; 2025Q2: 5,227,909 shares; 2025Q3: 4,308,802 shares 4,308,802 $42.8M 1.05% -919,107 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: 16,091 shares; 2024Q4: 110,286 shares; 2025Q1: 114,753 shares; 2025Q2: 274,630 shares; 2025Q3: 280,980 shares 280,980 $42.4M 1.04% +6,350 Timeline KRNT KORNIT DIGITAL LTD More: the full row for KORNIT DIGITAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,089,263 shares; 2024Q4: 3,094,550 shares; 2025Q1: 3,105,206 shares; 2025Q2: 3,064,751 shares; 2025Q3: 3,047,532 shares 3,047,532 $41.1M 1.01% -17,219 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: 242,575 shares; 2024Q4: 247,973 shares; 2025Q1: 171,978 shares; 2025Q2: 175,802 shares; 2025Q3: 164,054 shares 164,054 $39.5M 0.97% -11,748 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: 143,202 shares; 2024Q4: 145,155 shares; 2025Q1: 244,883 shares; 2025Q2: 213,550 shares; 2025Q3: 212,338 shares 212,338 $38.7M 0.95% -1,212 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: 306,361 shares; 2024Q4: 305,262 shares; 2025Q1: 305,527 shares; 2025Q2: 305,037 shares; 2025Q3: 303,693 shares 303,693 $34.2M 0.84% -1,344 Timeline ALKT ALKAMI TECHNOLOGY INC More: the full row for ALKAMI 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: 1,355,287 shares 1,355,287 $33.7M 0.83% new 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: 61,691 shares; 2024Q4: 66,147 shares; 2025Q1: 68,566 shares; 2025Q2: 103,303 shares; 2025Q3: 110,323 shares 110,323 $31M 0.76% +7,020 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,511 shares; 2024Q4: 55,552 shares; 2025Q1: 55,728 shares; 2025Q2: 56,111 shares; 2025Q3: 56,503 shares 56,503 $28.4M 0.7% +392 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: 65,789 shares; 2024Q4: 67,623 shares; 2025Q1: 67,986 shares; 2025Q2: 66,090 shares; 2025Q3: 67,349 shares 67,349 $25.2M 0.62% +1,259 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: 48,897 shares; 2024Q4: 49,682 shares; 2025Q1: 50,200 shares; 2025Q2: 58,724 shares; 2025Q3: 58,865 shares 58,865 $24.4M 0.6% +141 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: 153,206 shares; 2024Q4: 152,573 shares; 2025Q1: 153,001 shares; 2025Q2: 151,916 shares; 2025Q3: 95,794 shares 95,794 $24.1M 0.59% -56,122 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: 96,001 shares; 2024Q4: 93,342 shares; 2025Q1: 94,103 shares; 2025Q2: 99,064 shares; 2025Q3: 95,040 shares 95,040 $23.1M 0.57% -4,024 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,756 shares; 2024Q4: 4,990 shares; 2025Q1: 6,389 shares; 2025Q2: 29,395 shares; 2025Q3: 29,431 shares 29,431 $20.5M 0.51% +36 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: 70,053 shares; 2024Q4: 71,051 shares; 2025Q1: 73,949 shares; 2025Q2: 99,084 shares; 2025Q3: 112,750 shares 112,750 $18.2M 0.45% +13,666 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,617 shares; 2024Q4: 39,569 shares; 2025Q1: 37,935 shares; 2025Q2: 37,536 shares; 2025Q3: 35,762 shares 35,762 $17.3M 0.43% -1,774 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: 31,575 shares; 2024Q4: 34,176 shares; 2025Q1: 36,198 shares; 2025Q2: 38,801 shares; 2025Q3: 38,633 shares 38,633 $17.3M 0.43% -168 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: 121,466 shares; 2024Q4: 121,374 shares; 2025Q1: 120,802 shares; 2025Q2: 100,011 shares; 2025Q3: 118,838 shares 118,838 $16.8M 0.41% +18,827 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,196 shares; 2024Q4: 57,687 shares; 2025Q1: 56,795 shares; 2025Q2: 56,415 shares; 2025Q3: 70,042 shares 70,042 $16.3M 0.4% +13,627 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: 6,962 shares; 2024Q4: 7,989 shares; 2025Q1: 9,210 shares; 2025Q2: 24,404 shares; 2025Q3: 23,138 shares 23,138 $15.4M 0.38% -1,266 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: 148,656 shares; 2024Q4: 145,980 shares; 2025Q1: 144,999 shares; 2025Q2: 281,661 shares; 2025Q3: 279,491 shares 279,491 $13.7M 0.34% -2,170 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: 39,599 shares; 2024Q4: 38,819 shares; 2025Q1: 39,867 shares; 2025Q2: 32,139 shares; 2025Q3: 38,055 shares 38,055 $13.4M 0.33% +5,916 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,163 shares; 2024Q4: 70,481 shares; 2025Q1: 69,622 shares; 2025Q2: 70,526 shares; 2025Q3: 68,192 shares 68,192 $13.4M 0.33% -2,334 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,914 shares; 2025Q3: 107,377 shares 107,377 $13.3M 0.33% +94,463 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,224 shares; 2024Q4: 19,279 shares; 2025Q1: 21,013 shares; 2025Q2: 20,215 shares; 2025Q3: 19,719 shares 19,719 $13.2M 0.32% -496 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: 21,583 shares; 2024Q4: 23,358 shares; 2025Q1: 22,765 shares; 2025Q2: 18,689 shares; 2025Q3: 17,761 shares 17,761 $12.7M 0.31% -928 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,582 shares; 2024Q4: 15,896 shares; 2025Q1: 34,674 shares; 2025Q2: 38,084 shares; 2025Q3: 38,064 shares 38,064 $12.5M 0.31% -20 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: 38,022 shares; 2024Q4: 37,441 shares; 2025Q1: 37,270 shares; 2025Q2: 37,952 shares; 2025Q3: 36,502 shares 36,502 $12M 0.3% -1,450 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: 59,735 shares; 2024Q4: 56,339 shares; 2025Q1: 61,647 shares; 2025Q2: 65,512 shares; 2025Q3: 58,983 shares 58,983 $10.9M 0.27% -6,529 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: 20,874 shares; 2024Q4: 20,668 shares; 2025Q1: 21,248 shares; 2025Q2: 21,512 shares; 2025Q3: 21,834 shares 21,834 $10.6M 0.26% +322 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,995 shares; 2024Q4: 256,477 shares; 2025Q1: 243,737 shares; 2025Q2: 194,027 shares; 2025Q3: 42,967 shares 42,967 $10.2M 0.25% -151,060 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: 3,917 shares; 2024Q4: 3,829 shares; 2025Q1: 3,790 shares; 2025Q2: 3,982 shares; 2025Q3: 4,287 shares 4,287 $10M 0.25% +305 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,696 shares; 2024Q4: 53,003 shares; 2025Q1: 42,503 shares; 2025Q2: 42,560 shares; 2025Q3: 42,450 shares 42,450 $9.83M 0.24% -110 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,653 shares; 2024Q4: 32,643 shares; 2025Q1: 32,793 shares; 2025Q2: 32,793 shares; 2025Q3: 32,793 shares 32,793 $9.74M 0.24% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL 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: 19,474 shares; 2025Q3: 40,415 shares 40,415 $9.54M 0.23% +20,941 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: 103,053 shares; 2024Q4: 103,077 shares; 2025Q1: 99,214 shares; 2025Q2: 97,636 shares; 2025Q3: 84,016 shares 84,016 $8.56M 0.21% -13,620 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,919 shares; 2025Q1: 17,106 shares; 2025Q2: 41,051 shares; 2025Q3: 101,688 shares 101,688 $8.53M 0.21% +60,637 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: 31,014 shares; 2024Q4: 39,068 shares; 2025Q1: 41,140 shares; 2025Q2: 50,517 shares; 2025Q3: 45,637 shares 45,637 $7.59M 0.19% -4,880 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: 48,622 shares; 2024Q4: 48,020 shares; 2025Q1: 50,175 shares; 2025Q2: 52,814 shares; 2025Q3: 53,024 shares 53,024 $7.45M 0.18% +210 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: 17,988 shares; 2024Q4: 18,609 shares; 2025Q1: 16,630 shares; 2025Q2: 15,839 shares; 2025Q3: 16,495 shares 16,495 $7.34M 0.18% +656 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,688 shares; 2024Q4: 44,386 shares; 2025Q1: 51,416 shares; 2025Q2: 53,917 shares; 2025Q3: 53,469 shares 53,469 $7.16M 0.18% -448 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: 16,393 shares; 2024Q4: 16,971 shares; 2025Q1: 41,551 shares; 2025Q2: 46,250 shares; 2025Q3: 42,429 shares 42,429 $7.1M 0.17% -3,821 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: 29,903 shares; 2024Q4: 27,447 shares; 2025Q1: 25,583 shares; 2025Q2: 23,625 shares; 2025Q3: 23,325 shares 23,325 $6.08M 0.15% -300 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,335 shares; 2024Q4: 35,784 shares; 2025Q1: 38,577 shares; 2025Q2: 39,446 shares; 2025Q3: 38,251 shares 38,251 $5.88M 0.14% -1,195 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: 19,071 shares; 2024Q4: 18,509 shares; 2025Q1: 18,401 shares; 2025Q2: 19,101 shares; 2025Q3: 19,093 shares 19,093 $5.74M 0.14% -8 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,865 shares; 2024Q4: 153,865 shares; 2025Q1: 153,865 shares; 2025Q2: 155,365 shares; 2025Q3: 155,365 shares 155,365 $5.7M 0.14% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,048 shares; 2024Q4: 13,192 shares; 2025Q1: 13,817 shares; 2025Q2: 14,034 shares; 2025Q3: 20,061 shares 20,061 $5.66M 0.14% +6,027 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: 16,465 shares; 2024Q4: 16,495 shares; 2025Q1: 18,237 shares; 2025Q2: 18,996 shares; 2025Q3: 18,452 shares 18,452 $5.61M 0.14% -544 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: 27,979 shares; 2024Q4: 28,641 shares; 2025Q1: 31,669 shares; 2025Q2: 33,457 shares; 2025Q3: 32,419 shares 32,419 $5.54M 0.14% -1,038 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,978 shares; 2024Q4: 183,978 shares; 2025Q1: 183,978 shares; 2025Q2: 186,978 shares; 2025Q3: 186,978 shares 186,978 $5.54M 0.14% 0 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: 43,187 shares; 2024Q4: 42,848 shares; 2025Q1: 42,843 shares; 2025Q2: 42,818 shares; 2025Q3: 42,818 shares 42,818 $5.43M 0.13% 0 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: 12,948 shares; 2024Q4: 13,110 shares; 2025Q1: 13,246 shares; 2025Q2: 8,289 shares; 2025Q3: 8,772 shares 8,772 $5.37M 0.13% +483 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: 9,203 shares; 2024Q4: 11,659 shares; 2025Q1: 17,026 shares; 2025Q2: 19,037 shares; 2025Q3: 19,416 shares 19,416 $5.32M 0.13% +379 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: 74,154 shares; 2024Q4: 74,500 shares; 2025Q1: 76,999 shares; 2025Q2: 77,918 shares; 2025Q3: 76,070 shares 76,070 $5.04M 0.12% -1,848 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: 12,292 shares; 2024Q4: 12,218 shares; 2025Q1: 12,406 shares; 2025Q2: 12,875 shares; 2025Q3: 12,824 shares 12,824 $5.02M 0.12% -51 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: 108,289 shares; 2024Q4: 107,200 shares; 2025Q1: 107,200 shares; 2025Q2: 107,200 shares; 2025Q3: 107,200 shares 107,200 $4.82M 0.12% 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: 12,855 shares; 2024Q4: 13,368 shares; 2025Q1: 13,643 shares; 2025Q2: 13,898 shares; 2025Q3: 13,898 shares 13,898 $4.62M 0.11% 0 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS 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: 8,844 shares; 2025Q3: 8,864 shares 8,864 $4.52M 0.11% +20 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: 2,775 shares; 2024Q4: 2,775 shares; 2025Q1: 2,816 shares; 2025Q2: 40,530 shares; 2025Q3: 40,300 shares 40,300 $4.34M 0.11% -230 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: 14,700 shares; 2024Q4: 18,251 shares; 2025Q1: 18,062 shares; 2025Q2: 18,022 shares; 2025Q3: 15,481 shares 15,481 $4.24M 0.1% -2,541 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: 10,596 shares; 2024Q4: 10,783 shares; 2025Q1: 15,815 shares; 2025Q2: 17,880 shares; 2025Q3: 20,009 shares 20,009 $4.21M 0.1% +2,129 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: 3,551 shares; 2024Q4: 8,360 shares; 2025Q1: 14,169 shares; 2025Q2: 32,689 shares; 2025Q3: 32,374 shares 32,374 $4.17M 0.1% -315 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,777 shares; 2024Q4: 3,864 shares; 2025Q1: 3,883 shares; 2025Q2: 4,259 shares; 2025Q3: 4,273 shares 4,273 $4.07M 0.1% +14 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: not reported; 2025Q1: 21,980 shares; 2025Q2: 26,382 shares; 2025Q3: 27,616 shares 27,616 $4.02M 0.1% +1,234 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,406 shares; 2024Q4: 48,009 shares; 2025Q1: 41,467 shares; 2025Q2: 10,668 shares; 2025Q3: 9,927 shares 9,927 $4.02M 0.1% -741 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: 21,129 shares; 2024Q4: 27,278 shares; 2025Q1: 39,049 shares; 2025Q2: 45,171 shares; 2025Q3: 47,429 shares 47,429 $4.01M 0.1% +2,258 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: 15,688 shares; 2024Q4: 15,966 shares; 2025Q1: 16,786 shares; 2025Q2: 17,608 shares; 2025Q3: 17,976 shares 17,976 $3.97M 0.1% +368 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,363 shares; 2024Q4: 56,363 shares; 2025Q1: 56,363 shares; 2025Q2: 56,563 shares; 2025Q3: 56,563 shares 56,563 $3.88M 0.1% 0 Timeline CCSI CONSENSUS CLOUD SOLUTIONS IN More: the full row for CONSENSUS CLOUD SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,537 shares; 2024Q4: 116,329 shares; 2025Q1: 124,229 shares; 2025Q2: 127,921 shares; 2025Q3: 127,921 shares 127,921 $3.76M 0.09% 0 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: 7,857 shares; 2024Q4: 7,739 shares; 2025Q1: 7,019 shares; 2025Q2: 11,633 shares; 2025Q3: 12,074 shares 12,074 $3.62M 0.09% +441 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,423 shares; 2024Q4: 1,423 shares; 2025Q1: 3,006 shares; 2025Q2: 1,949 shares; 2025Q3: 13,327 shares 13,327 $3.6M 0.09% +11,378 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: 9,865 shares; 2024Q4: 10,555 shares; 2025Q1: 11,003 shares; 2025Q2: 11,737 shares; 2025Q3: 11,538 shares 11,538 $3.57M 0.09% -199 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,756 shares; 2024Q4: 15,139 shares; 2025Q1: 15,934 shares; 2025Q2: 5,959 shares; 2025Q3: 7,274 shares 7,274 $3.47M 0.09% +1,315 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: 14,364 shares; 2024Q4: 14,380 shares; 2025Q1: 13,168 shares; 2025Q2: 12,905 shares; 2025Q3: 12,033 shares 12,033 $3.4M 0.08% -872 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: 27,341 shares; 2024Q4: 36,853 shares; 2025Q1: 43,928 shares; 2025Q2: 44,963 shares; 2025Q3: 50,325 shares 50,325 $3.37M 0.08% +5,362 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,215 shares; 2024Q4: 7,052 shares; 2025Q1: 7,052 shares; 2025Q2: 7,052 shares; 2025Q3: 6,917 shares 6,917 $3.32M 0.08% -135 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: 16,758 shares; 2024Q4: 16,565 shares; 2025Q1: 15,657 shares; 2025Q2: 15,358 shares; 2025Q3: 14,851 shares 14,851 $3.3M 0.08% -507 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,668 shares; 2024Q4: 5,101 shares; 2025Q1: 5,197 shares; 2025Q2: 5,305 shares; 2025Q3: 5,301 shares 5,301 $3.26M 0.08% -4 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,554 shares; 2024Q4: 11,793 shares; 2025Q1: 20,794 shares; 2025Q2: 25,232 shares; 2025Q3: 26,814 shares 26,814 $3.07M 0.08% +1,582 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: 5,399 shares; 2024Q4: 6,109 shares; 2025Q1: 7,948 shares; 2025Q2: 8,776 shares; 2025Q3: 7,898 shares 7,898 $2.98M 0.07% -878 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,887 shares; 2024Q4: 6,046 shares; 2025Q1: 11,941 shares; 2025Q2: 13,332 shares; 2025Q3: 14,704 shares 14,704 $2.92M 0.07% +1,372 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: 36,477 shares; 2024Q4: 37,541 shares; 2025Q1: 52,281 shares; 2025Q2: 55,496 shares; 2025Q3: 42,290 shares 42,290 $2.89M 0.07% -13,206 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,895 shares; 2024Q4: 70,169 shares; 2025Q1: 97,375 shares; 2025Q2: 108,076 shares; 2025Q3: 110,393 shares 110,393 $2.81M 0.07% +2,317 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,514 shares; 2024Q4: 34,594 shares; 2025Q1: 34,594 shares; 2025Q2: 33,550 shares; 2025Q3: 33,548 shares 33,548 $2.79M 0.07% -2 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: 11,619 shares; 2024Q4: 12,304 shares; 2025Q1: 15,653 shares; 2025Q2: 15,732 shares; 2025Q3: 19,411 shares 19,411 $2.75M 0.07% +3,679 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 322,511 shares; 2024Q4: 323,234 shares; 2025Q1: 328,331 shares; 2025Q2: 244,850 shares; 2025Q3: 18,721 shares 18,721 $2.74M 0.07% -226,129 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: 5,615 shares; 2024Q4: 5,615 shares; 2025Q1: 6,102 shares; 2025Q2: 6,131 shares; 2025Q3: 6,363 shares 6,363 $2.74M 0.07% +232 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: 8,186 shares; 2024Q4: 10,009 shares; 2025Q1: 10,780 shares; 2025Q2: 14,354 shares; 2025Q3: 14,787 shares 14,787 $2.72M 0.07% +433 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,697 shares; 2024Q4: 6,877 shares; 2025Q1: 7,695 shares; 2025Q2: 9,631 shares; 2025Q3: 9,515 shares 9,515 $2.69M 0.07% -116 Timeline ZD ZIFF DAVIS INC More: the full row for ZIFF DAVIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,473 shares; 2024Q4: 69,472 shares; 2025Q1: 69,472 shares; 2025Q2: 69,472 shares; 2025Q3: 69,472 shares 69,472 $2.65M 0.07% 0 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: 9,816 shares; 2024Q4: 9,785 shares; 2025Q1: 11,093 shares; 2025Q2: 11,696 shares; 2025Q3: 11,037 shares 11,037 $2.61M 0.06% -659 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: 4,858 shares; 2024Q4: 4,738 shares; 2025Q1: 9,531 shares; 2025Q2: 11,946 shares; 2025Q3: 11,575 shares 11,575 $2.5M 0.06% -371 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,822 shares; 2024Q4: 17,108 shares; 2025Q1: 16,828 shares; 2025Q2: 16,829 shares; 2025Q3: 16,467 shares 16,467 $2.43M 0.06% -362 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: 21,391 shares; 2024Q4: 20,831 shares; 2025Q1: 18,863 shares; 2025Q2: 17,735 shares; 2025Q3: 17,735 shares 17,735 $2.33M 0.06% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,830 shares; 2024Q4: 2,830 shares; 2025Q1: 6,455 shares; 2025Q2: 8,247 shares; 2025Q3: 8,460 shares 8,460 $2.31M 0.06% +213 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: 29,637 shares; 2024Q4: 30,851 shares; 2025Q1: 31,320 shares; 2025Q2: 31,122 shares; 2025Q3: 22,121 shares 22,121 $2.28M 0.06% -9,001 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares 3 $2.26M 0.06% 0 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,550 shares; 2024Q4: 3,569 shares; 2025Q1: 3,769 shares; 2025Q2: 3,894 shares; 2025Q3: 4,542 shares 4,542 $2.19M 0.05% +648 TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,343 shares; 2024Q4: 36,322 shares; 2025Q1: 35,481 shares; 2025Q2: 4,156 shares; 2025Q3: 4,156 shares 4,156 $2.17M 0.05% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,147 shares; 2024Q4: 25,308 shares; 2025Q1: 25,361 shares; 2025Q2: 25,286 shares; 2025Q3: 25,709 shares 25,709 $2.16M 0.05% +423 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: 7,483 shares; 2024Q4: 7,323 shares; 2025Q1: 7,323 shares; 2025Q2: 7,323 shares; 2025Q3: 7,323 shares 7,323 $2.15M 0.05% 0 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 969 shares; 2024Q4: not reported; 2025Q1: 1,801 shares; 2025Q2: 1,357 shares; 2025Q3: 6,735 shares 6,735 $2.09M 0.05% +5,378 Timeline NTSK NETSKOPE INC More: the full row for NETSKOPE 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: 90,462 shares 90,462 $2.06M 0.05% new Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,027 shares; 2024Q4: 11,813 shares; 2025Q1: 12,187 shares; 2025Q2: 11,728 shares; 2025Q3: 8,253 shares 8,253 $2.04M 0.05% -3,475 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: 23,226 shares; 2024Q4: 23,976 shares; 2025Q1: 44,531 shares; 2025Q2: 55,518 shares; 2025Q3: 63,029 shares 63,029 $1.98M 0.05% +7,511 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,260 shares; 2024Q4: 4,600 shares; 2025Q1: 11,624 shares; 2025Q2: 16,873 shares; 2025Q3: 20,748 shares 20,748 $1.98M 0.05% +3,875 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,479 shares; 2024Q4: 7,289 shares; 2025Q1: 7,958 shares; 2025Q2: 8,428 shares; 2025Q3: 8,947 shares 8,947 $1.93M 0.05% +519 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: 29,310 shares; 2024Q4: 38,144 shares; 2025Q1: 40,970 shares; 2025Q2: 26,830 shares; 2025Q3: 26,687 shares 26,687 $1.93M 0.05% -143 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,073 shares; 2024Q4: 6,817 shares; 2025Q1: 7,259 shares; 2025Q2: 9,631 shares; 2025Q3: 8,526 shares 8,526 $1.92M 0.05% -1,105 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,252 shares; 2024Q4: 13,617 shares; 2025Q1: 14,328 shares; 2025Q2: 14,328 shares; 2025Q3: 13,828 shares 13,828 $1.86M 0.05% -500 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,197 shares; 2024Q4: 12,197 shares; 2025Q1: 13,121 shares; 2025Q2: 13,121 shares; 2025Q3: 12,197 shares 12,197 $1.85M 0.05% -924 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: 40,372 shares; 2024Q4: 40,997 shares; 2025Q1: 40,998 shares; 2025Q2: 40,657 shares; 2025Q3: 40,657 shares 40,657 $1.81M 0.04% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,393 shares; 2024Q4: 7,406 shares; 2025Q1: 13,861 shares; 2025Q2: 16,781 shares; 2025Q3: 19,201 shares 19,201 $1.76M 0.04% +2,420 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: 223 shares; 2024Q4: 230 shares; 2025Q1: 235 shares; 2025Q2: 280 shares; 2025Q3: 318 shares 318 $1.72M 0.04% +38 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,487 shares; 2024Q4: 2,135 shares; 2025Q1: 2,150 shares; 2025Q2: 2,153 shares; 2025Q3: 2,140 shares 2,140 $1.7M 0.04% -13 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: 21,137 shares; 2024Q4: 20,828 shares; 2025Q1: 20,830 shares; 2025Q2: 21,184 shares; 2025Q3: 20,970 shares 20,970 $1.67M 0.04% -214 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: 19,247 shares; 2024Q4: 19,247 shares; 2025Q1: 19,247 shares; 2025Q2: 19,256 shares; 2025Q3: 19,756 shares 19,756 $1.66M 0.04% +500 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,335 shares 5,335 $1.64M 0.04% new 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: 6,888 shares; 2024Q4: 6,859 shares; 2025Q1: 6,860 shares; 2025Q2: 6,762 shares; 2025Q3: 6,686 shares 6,686 $1.62M 0.04% -76 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,772 shares; 2025Q2: 21,572 shares; 2025Q3: 21,572 shares 21,572 $1.6M 0.04% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,695 shares; 2024Q4: 3,332 shares; 2025Q1: 2,764 shares; 2025Q2: 2,695 shares; 2025Q3: 2,657 shares 2,657 $1.6M 0.04% -38 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: 2,983 shares; 2024Q4: 3,624 shares; 2025Q1: 6,337 shares; 2025Q2: 6,936 shares; 2025Q3: 6,077 shares 6,077 $1.57M 0.04% -859 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,882 shares; 2024Q4: 5,353 shares; 2025Q1: 5,473 shares; 2025Q2: 5,112 shares; 2025Q3: 4,851 shares 4,851 $1.55M 0.04% -261 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: 9,733 shares; 2024Q4: 7,735 shares; 2025Q1: 10,995 shares; 2025Q2: 11,546 shares; 2025Q3: 9,884 shares 9,884 $1.53M 0.04% -1,662 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: 102,171 shares; 2024Q4: 18,408 shares; 2025Q1: 19,971 shares; 2025Q2: 20,052 shares; 2025Q3: 19,685 shares 19,685 $1.53M 0.04% -367 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,742 shares; 2025Q2: 11,620 shares; 2025Q3: 15,312 shares 15,312 $1.48M 0.04% +3,692 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: 14,649 shares; 2024Q4: 15,529 shares; 2025Q1: 15,529 shares; 2025Q2: 15,629 shares; 2025Q3: 15,429 shares 15,429 $1.47M 0.04% -200 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: 9,975 shares; 2024Q4: 9,975 shares; 2025Q1: 10,130 shares; 2025Q2: 10,164 shares; 2025Q3: 10,190 shares 10,190 $1.47M 0.04% +26 Timeline BL 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: 29,178 shares; 2024Q4: 29,178 shares; 2025Q1: 28,746 shares; 2025Q2: 28,746 shares; 2025Q3: 27,602 shares 27,602 $1.47M 0.04% -1,144 Timeline ITOT 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: 9,418 shares; 2024Q4: 9,418 shares; 2025Q1: 9,418 shares; 2025Q2: 9,734 shares; 2025Q3: 10,012 shares 10,012 $1.46M 0.04% +278 Timeline IDEV 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: 16,856 shares; 2024Q4: 16,856 shares; 2025Q1: 16,856 shares; 2025Q2: 16,856 shares; 2025Q3: 17,736 shares 17,736 $1.42M 0.03% +880 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,289 shares; 2025Q2: 14,129 shares; 2025Q3: 19,060 shares 19,060 $1.42M 0.03% +4,931 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: 3,288 shares; 2024Q4: 3,421 shares; 2025Q1: 3,421 shares; 2025Q2: 3,355 shares; 2025Q3: 3,355 shares 3,355 $1.42M 0.03% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,869 shares; 2024Q4: 8,869 shares; 2025Q1: 15,224 shares; 2025Q2: 18,699 shares; 2025Q3: 20,158 shares 20,158 $1.41M 0.03% +1,459 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,737 shares; 2024Q4: 2,765 shares; 2025Q1: 2,791 shares; 2025Q2: 3,001 shares; 2025Q3: 3,001 shares 3,001 $1.41M 0.03% 0 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: 28,578 shares; 2024Q4: 31,239 shares; 2025Q1: 29,905 shares; 2025Q2: 31,959 shares; 2025Q3: 31,570 shares 31,570 $1.39M 0.03% -389 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,862 shares; 2025Q2: 15,878 shares; 2025Q3: 20,946 shares 20,946 $1.29M 0.03% +5,068 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: 39,792 shares; 2024Q4: 39,247 shares; 2025Q1: 39,107 shares; 2025Q2: 37,902 shares; 2025Q3: 37,954 shares 37,954 $1.27M 0.03% +52 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: 10,163 shares; 2024Q4: 10,263 shares; 2025Q1: 10,263 shares; 2025Q2: 10,263 shares; 2025Q3: 10,263 shares 10,263 $1.27M 0.03% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,664 shares; 2024Q4: 4,560 shares; 2025Q1: 4,560 shares; 2025Q2: 5,102 shares; 2025Q3: 17,522 shares 17,522 $1.25M 0.03% +12,420 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,161 shares; 2024Q4: 7,555 shares; 2025Q1: 7,661 shares; 2025Q2: 7,668 shares; 2025Q3: 7,714 shares 7,714 $1.23M 0.03% +46 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: 3,759 shares; 2024Q4: 3,999 shares; 2025Q1: 12,629 shares; 2025Q2: 17,669 shares; 2025Q3: 19,544 shares 19,544 $1.2M 0.03% +1,875 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,586 shares; 2025Q2: 16,356 shares; 2025Q3: 16,231 shares 16,231 $1.19M 0.03% -125 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,123 shares; 2025Q1: 3,045 shares; 2025Q2: 2,996 shares; 2025Q3: 2,931 shares 2,931 $1.19M 0.03% -65 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: 4,543 shares; 2024Q4: 4,543 shares; 2025Q1: 4,543 shares; 2025Q2: 4,543 shares; 2025Q3: 4,543 shares 4,543 $1.18M 0.03% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,490 shares; 2024Q4: 2,490 shares; 2025Q1: 2,906 shares; 2025Q2: 2,881 shares; 2025Q3: 2,545 shares 2,545 $1.16M 0.03% -336 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: 16,014 shares; 2024Q4: 15,582 shares; 2025Q1: 15,632 shares; 2025Q2: 15,634 shares; 2025Q3: 15,786 shares 15,786 $1.15M 0.03% +152 Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 3,800 shares; 2025Q1: 3,601 shares; 2025Q2: 3,601 shares; 2025Q3: 3,601 shares 3,601 $1.15M 0.03% 0 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,693 shares; 2025Q1: 15,999 shares; 2025Q2: 31,017 shares; 2025Q3: 31,220 shares 31,220 $1.14M 0.03% +203 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,116 shares 6,116 $1.13M 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: 2,600 shares; 2025Q2: 5,556 shares; 2025Q3: 6,426 shares 6,426 $1.12M 0.03% +870 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: 33,054 shares; 2024Q4: 33,054 shares; 2025Q1: 33,813 shares; 2025Q2: 34,438 shares; 2025Q3: 35,053 shares 35,053 $1.1M 0.03% +615 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,700 shares; 2024Q4: 1,669 shares; 2025Q1: 2,174 shares; 2025Q2: 2,211 shares; 2025Q3: 2,108 shares 2,108 $1.05M 0.03% -103 Timeline PLNT PLANET FITNESS MASTER ISSUER More: the full row for PLANET FITNESS MASTER ISSUER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,503 shares; 2025Q1: 10,154 shares; 2025Q2: 10,154 shares; 2025Q3: 10,050 shares 10,050 $1.04M 0.03% -104 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: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 11,172 shares 11,172 $1.02M 0.03% +1,172 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,126 shares; 2025Q2: 5,653 shares; 2025Q3: 9,657 shares 9,657 $1.02M 0.02% +4,004 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,795 shares; 2025Q2: 4,595 shares; 2025Q3: 4,595 shares 4,595 $1.01M 0.02% 0 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: 4,740 shares; 2024Q4: 4,740 shares; 2025Q1: 4,530 shares; 2025Q2: 4,530 shares; 2025Q3: 4,530 shares 4,530 $987K 0.02% 0 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,745 shares; 2025Q2: 11,080 shares; 2025Q3: 11,155 shares 11,155 $983K 0.02% +75 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,232 shares; 2024Q4: 36,204 shares; 2025Q1: 35,605 shares; 2025Q2: 36,012 shares; 2025Q3: 34,743 shares 34,743 $981K 0.02% -1,269 Timeline ESGU 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: 6,700 shares; 2024Q4: 6,700 shares; 2025Q1: 6,700 shares; 2025Q2: 6,700 shares; 2025Q3: 6,700 shares 6,700 $976K 0.02% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,847 shares; 2024Q4: 2,847 shares; 2025Q1: 2,323 shares; 2025Q2: 2,123 shares; 2025Q3: 2,123 shares 2,123 $971K 0.02% 0 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,379 shares; 2024Q4: 14,379 shares; 2025Q1: 14,379 shares; 2025Q2: 14,379 shares; 2025Q3: 14,379 shares 14,379 $969K 0.02% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,414 shares; 2024Q4: 3,414 shares; 2025Q1: 4,963 shares; 2025Q2: 4,993 shares; 2025Q3: 4,963 shares 4,963 $954K 0.02% -30 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: not reported; 2024Q4: not reported; 2025Q1: 2,320 shares; 2025Q2: 5,372 shares; 2025Q3: 8,197 shares 8,197 $939K 0.02% +2,825 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: 4,305 shares; 2024Q4: 4,305 shares; 2025Q1: 3,780 shares; 2025Q2: 3,780 shares; 2025Q3: 3,780 shares 3,780 $929K 0.02% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,945 shares; 2024Q4: 13,947 shares; 2025Q1: 13,948 shares; 2025Q2: 13,950 shares; 2025Q3: 13,951 shares 13,951 $922K 0.02% +1 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,740 shares; 2024Q4: 24,740 shares; 2025Q1: 24,740 shares; 2025Q2: 24,740 shares; 2025Q3: 24,740 shares 24,740 $911K 0.02% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,527 shares; 2024Q4: 27,349 shares; 2025Q1: 27,049 shares; 2025Q2: 26,278 shares; 2025Q3: 26,278 shares 26,278 $906K 0.02% 0 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,290 shares; 2025Q2: 6,001 shares; 2025Q3: 8,401 shares 8,401 $897K 0.02% +2,400 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: 29,345 shares; 2024Q4: 28,565 shares; 2025Q1: 24,969 shares; 2025Q2: 3,737 shares; 2025Q3: 1,880 shares 1,880 $893K 0.02% -1,857 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,923 shares; 2024Q4: 15,509 shares; 2025Q1: 19,959 shares; 2025Q2: 20,410 shares; 2025Q3: 17,260 shares 17,260 $890K 0.02% -3,150 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,916 shares; 2024Q4: 10,916 shares; 2025Q1: 9,709 shares; 2025Q2: 9,709 shares; 2025Q3: 9,709 shares 9,709 $868K 0.02% 0 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,054 shares; 2024Q4: 3,054 shares; 2025Q1: 3,054 shares; 2025Q2: 3,054 shares; 2025Q3: 3,000 shares 3,000 $861K 0.02% -54 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,000 shares 20,000 $856K 0.02% new 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: 6,646 shares; 2024Q4: 7,055 shares; 2025Q1: 7,055 shares; 2025Q2: 7,365 shares; 2025Q3: 7,365 shares 7,365 $829K 0.02% 0 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,675 shares; 2024Q4: 5,675 shares; 2025Q1: 6,179 shares; 2025Q2: 6,179 shares; 2025Q3: 6,163 shares 6,163 $821K 0.02% -16 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,184 shares; 2024Q4: 14,184 shares; 2025Q1: 14,184 shares; 2025Q2: 14,284 shares; 2025Q3: 14,284 shares 14,284 $813K 0.02% 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: 4,888 shares; 2024Q4: 5,088 shares; 2025Q1: 5,088 shares; 2025Q2: 5,282 shares; 2025Q3: 5,222 shares 5,222 $810K 0.02% -60 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: 1,045 shares; 2024Q4: 1,045 shares; 2025Q1: 1,045 shares; 2025Q2: 1,045 shares; 2025Q3: 1,045 shares 1,045 $792K 0.02% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,153 shares; 2024Q4: 13,178 shares; 2025Q1: 13,178 shares; 2025Q2: 13,178 shares; 2025Q3: 13,178 shares 13,178 $787K 0.02% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,024 shares; 2024Q4: 2,169 shares; 2025Q1: 2,169 shares; 2025Q2: 2,189 shares; 2025Q3: 2,419 shares 2,419 $782K 0.02% +230 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: 1,925 shares; 2024Q4: 1,925 shares; 2025Q1: 2,058 shares; 2025Q2: 2,058 shares; 2025Q3: 2,058 shares 2,058 $734K 0.02% 0 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: 6,245 shares; 2024Q4: 6,245 shares; 2025Q1: 6,245 shares; 2025Q2: 6,245 shares; 2025Q3: 6,245 shares 6,245 $724K 0.02% 0 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: 5,446 shares; 2024Q4: 4,027 shares; 2025Q1: 6,337 shares; 2025Q2: 5,525 shares; 2025Q3: 5,877 shares 5,877 $714K 0.02% +352 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: not reported; 2024Q4: 1,611 shares; 2025Q1: 6,535 shares; 2025Q2: 5,953 shares; 2025Q3: 3,498 shares 3,498 $712K 0.02% -2,455 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,657 shares; 2025Q1: 5,309 shares; 2025Q2: 5,719 shares; 2025Q3: 7,044 shares 7,044 $703K 0.02% +1,325 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: 3,404 shares; 2024Q4: 3,404 shares; 2025Q1: 3,404 shares; 2025Q2: 3,504 shares; 2025Q3: 3,404 shares 3,404 $699K 0.02% -100 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,451 shares; 2024Q4: 10,080 shares; 2025Q1: 13,968 shares; 2025Q2: 13,913 shares; 2025Q3: 12,741 shares 12,741 $697K 0.02% -1,172 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: not reported; 2024Q4: 3,259 shares; 2025Q1: 5,012 shares; 2025Q2: 7,768 shares; 2025Q3: 8,007 shares 8,007 $673K 0.02% +239 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: 6,941 shares; 2024Q4: 6,991 shares; 2025Q1: 6,991 shares; 2025Q2: 6,991 shares; 2025Q3: 6,891 shares 6,891 $653K 0.02% -100 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: 5,638 shares; 2024Q4: 5,638 shares; 2025Q1: 5,638 shares; 2025Q2: 5,638 shares; 2025Q3: 5,638 shares 5,638 $646K 0.02% 0 Timeline IWN 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: 3,700 shares; 2024Q4: 3,581 shares; 2025Q1: 3,511 shares; 2025Q2: 3,511 shares; 2025Q3: 3,511 shares 3,511 $621K 0.02% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,730 shares; 2024Q4: 4,930 shares; 2025Q1: 5,105 shares; 2025Q2: 4,990 shares; 2025Q3: 4,989 shares 4,989 $620K 0.02% -1 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,124 shares; 2024Q4: 4,364 shares; 2025Q1: 4,364 shares; 2025Q2: 4,364 shares; 2025Q3: 4,364 shares 4,364 $617K 0.02% 0 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,120 shares; 2025Q2: 1,120 shares; 2025Q3: 1,120 shares 1,120 $612K 0.02% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,547 shares; 2025Q2: 12,295 shares; 2025Q3: 12,295 shares 12,295 $608K 0.01% 0 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: 3,805 shares; 2024Q4: 3,805 shares; 2025Q1: 3,805 shares; 2025Q2: 3,805 shares; 2025Q3: 3,805 shares 3,805 $597K 0.01% 0 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: 4,487 shares; 2024Q4: 4,289 shares; 2025Q1: 4,289 shares; 2025Q2: 7,319 shares; 2025Q3: 7,319 shares 7,319 $585K 0.01% 0 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,403 shares; 2025Q2: 3,265 shares; 2025Q3: 3,463 shares 3,463 $580K 0.01% +198 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,547 shares; 2025Q3: 5,547 shares 5,547 $579K 0.01% 0 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,200 shares; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares 2,200 $578K 0.01% 0 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: 2,489 shares; 2024Q4: 5,718 shares; 2025Q1: 5,718 shares; 2025Q2: 6,136 shares; 2025Q3: 6,136 shares 6,136 $572K 0.01% 0 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: not reported; 2025Q1: 12,435 shares; 2025Q2: 12,417 shares; 2025Q3: 4,257 shares 4,257 $570K 0.01% -8,160 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,434 shares; 2024Q4: 8,706 shares; 2025Q1: 18,775 shares; 2025Q2: 9,369 shares; 2025Q3: 9,469 shares 9,469 $561K 0.01% +100 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: 1,568 shares; 2024Q4: 1,568 shares; 2025Q1: 1,350 shares; 2025Q2: 1,880 shares; 2025Q3: 1,880 shares 1,880 $552K 0.01% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,831 shares; 2024Q4: 2,863 shares; 2025Q1: 2,863 shares; 2025Q2: 2,863 shares; 2025Q3: 2,863 shares 2,863 $552K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 7,614 shares; 2025Q2: 8,703 shares; 2025Q3: 8,306 shares 8,306 $542K 0.01% -397 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,463 shares; 2024Q4: 1,603 shares; 2025Q1: 1,515 shares; 2025Q2: 1,515 shares; 2025Q3: 1,515 shares 1,515 $539K 0.01% 0 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: 1,558 shares; 2024Q4: 1,558 shares; 2025Q1: not reported; 2025Q2: 1,558 shares; 2025Q3: 1,558 shares 1,558 $529K 0.01% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,850 shares; 2025Q2: 7,470 shares; 2025Q3: 7,570 shares 7,570 $507K 0.01% +100 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,537 shares; 2024Q4: 11,262 shares; 2025Q1: 11,262 shares; 2025Q2: 11,165 shares; 2025Q3: 11,165 shares 11,165 $504K 0.01% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 677 shares; 2025Q2: 678 shares; 2025Q3: 428 shares 428 $499K 0.01% -250 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,510 shares; 2024Q4: 9,659 shares; 2025Q1: 9,281 shares; 2025Q2: 7,533 shares; 2025Q3: 7,533 shares 7,533 $497K 0.01% 0 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,281 shares 2,281 $485K 0.01% new 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: 6,080 shares; 2024Q4: 6,116 shares; 2025Q1: 6,410 shares; 2025Q2: 6,551 shares; 2025Q3: 6,369 shares 6,369 $478K 0.01% -182 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: 1,895 shares; 2024Q4: 1,895 shares; 2025Q1: 1,895 shares; 2025Q2: 1,895 shares; 2025Q3: 1,895 shares 1,895 $477K 0.01% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,632 shares; 2024Q4: 1,632 shares; 2025Q1: 1,632 shares; 2025Q2: 1,632 shares; 2025Q3: 1,632 shares 1,632 $470K 0.01% 0 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: 3,214 shares; 2024Q4: 3,184 shares; 2025Q1: 4,627 shares; 2025Q2: 6,038 shares; 2025Q3: 6,038 shares 6,038 $470K 0.01% 0 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: 1,795 shares; 2024Q4: 1,510 shares; 2025Q1: 1,525 shares; 2025Q2: 1,580 shares; 2025Q3: 2,405 shares 2,405 $466K 0.01% +825 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: 998 shares; 2025Q1: 920 shares; 2025Q2: 1,515 shares; 2025Q3: 643 shares 643 $462K 0.01% -872 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: 4,008 shares; 2024Q4: 4,008 shares; 2025Q1: 4,008 shares; 2025Q2: 4,121 shares; 2025Q3: 4,058 shares 4,058 $450K 0.01% -63 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: 9,882 shares; 2024Q4: 10,435 shares; 2025Q1: 9,635 shares; 2025Q2: 9,301 shares; 2025Q3: 9,301 shares 9,301 $450K 0.01% 0 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,200 shares 3,200 $442K 0.01% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,489 shares; 2024Q4: 1,489 shares; 2025Q1: 1,471 shares; 2025Q2: 1,471 shares; 2025Q3: 1,471 shares 1,471 $442K 0.01% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,112 shares; 2024Q4: 9,112 shares; 2025Q1: 9,112 shares; 2025Q2: 8,712 shares; 2025Q3: 8,712 shares 8,712 $439K 0.01% 0 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,950 shares 5,950 $436K 0.01% new Timeline VT 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,134 shares 3,134 $432K 0.01% new Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,557 shares; 2025Q3: 5,788 shares 5,788 $431K 0.01% +3,231 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,300 shares; 2024Q4: 9,300 shares; 2025Q1: 9,300 shares; 2025Q2: 9,300 shares; 2025Q3: 9,300 shares 9,300 $430K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 6,177 shares; 2025Q2: 4,227 shares; 2025Q3: 4,677 shares 4,677 $429K 0.01% +450 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: 1,058 shares; 2024Q4: 1,231 shares; 2025Q1: 1,551 shares; 2025Q2: 1,551 shares; 2025Q3: 1,231 shares 1,231 $420K 0.01% -320 Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,435 shares; 2024Q4: 7,435 shares; 2025Q1: 7,435 shares; 2025Q2: 7,435 shares; 2025Q3: 7,435 shares 7,435 $419K 0.01% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,691 shares; 2024Q4: 4,691 shares; 2025Q1: 5,026 shares; 2025Q2: 5,014 shares; 2025Q3: 4,983 shares 4,983 $416K 0.01% -31 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: 10,295 shares; 2024Q4: 6,937 shares; 2025Q1: 6,937 shares; 2025Q2: 6,937 shares; 2025Q3: 6,937 shares 6,937 $414K 0.01% 0 Timeline XPOF XPONENTIAL FITNESS INC More: the full row for XPONENTIAL FITNESS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,190 shares; 2024Q4: 25,558 shares; 2025Q1: 36,203 shares; 2025Q2: 60,853 shares; 2025Q3: 53,141 shares 53,141 $414K 0.01% -7,712 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: 3,483 shares; 2024Q4: 3,803 shares; 2025Q1: 3,803 shares; 2025Q2: 3,893 shares; 2025Q3: 4,113 shares 4,113 $413K 0.01% +220 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: 7,830 shares; 2024Q4: 7,830 shares; 2025Q1: 7,967 shares; 2025Q2: 8,130 shares; 2025Q3: 8,130 shares 8,130 $410K 0.01% 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: 3,987 shares; 2024Q4: 4,737 shares; 2025Q1: 5,833 shares; 2025Q2: 5,833 shares; 2025Q3: 4,322 shares 4,322 $409K 0.01% -1,511 Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR 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: 4,064 shares; 2025Q1: 6,508 shares; 2025Q2: 6,438 shares; 2025Q3: 5,542 shares 5,542 $408K 0.01% -896 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,442 shares; 2025Q3: 2,425 shares 2,425 $406K 0.01% -17 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: 1,159 shares; 2024Q4: 1,159 shares; 2025Q1: 1,214 shares; 2025Q2: 1,223 shares; 2025Q3: 1,229 shares 1,229 $404K 0.01% +6 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: 5,284 shares; 2024Q4: 5,284 shares; 2025Q1: 5,367 shares; 2025Q2: 5,437 shares; 2025Q3: 5,337 shares 5,337 $403K 0.01% -100 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: 3,728 shares; 2024Q4: 3,728 shares; 2025Q1: 3,728 shares; 2025Q2: 3,728 shares; 2025Q3: 3,590 shares 3,590 $401K 0.01% -138 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,461 shares 3,461 $389K 0.01% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,523 shares; 2025Q2: 7,228 shares; 2025Q3: 6,092 shares 6,092 $381K 0.01% -1,136 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: 1,923 shares; 2024Q4: 1,923 shares; 2025Q1: 1,917 shares; 2025Q2: 1,917 shares; 2025Q3: 1,917 shares 1,917 $379K 0.01% 0 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,000 shares; 2024Q4: 16,000 shares; 2025Q1: 16,000 shares; 2025Q2: 24,000 shares; 2025Q3: 24,000 shares 24,000 $377K 0.01% 0 Timeline GSHD GOOSEHEAD INS INC More: the full row for GOOSEHEAD INS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,993 shares; 2025Q1: 5,177 shares; 2025Q2: 5,137 shares; 2025Q3: 5,054 shares 5,054 $376K 0.01% -83 Timeline LBRDK LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,897 shares; 2024Q4: 5,885 shares; 2025Q1: 5,885 shares; 2025Q2: 5,885 shares; 2025Q3: 5,884 shares 5,884 $374K 0.01% -1 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,435 shares 4,435 $370K 0.01% new Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,266 shares 2,266 $365K 0.01% new Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,549 shares; 2024Q4: 12,615 shares; 2025Q1: 12,615 shares; 2025Q2: 12,615 shares; 2025Q3: 12,615 shares 12,615 $363K 0.01% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 478 shares; 2025Q2: 478 shares; 2025Q3: 728 shares 728 $358K 0.01% +250 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,793 shares; 2025Q3: 4,798 shares 4,798 $352K 0.01% +5 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: 3,828 shares; 2024Q4: 3,828 shares; 2025Q1: 3,828 shares; 2025Q2: 3,828 shares; 2025Q3: 3,828 shares 3,828 $348K 0.01% 0 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,223 shares; 2024Q4: 3,223 shares; 2025Q1: 3,223 shares; 2025Q2: 3,223 shares; 2025Q3: 3,223 shares 3,223 $347K 0.01% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,800 shares; 2025Q3: 3,800 shares 3,800 $340K 0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,297 shares; 2024Q4: 4,297 shares; 2025Q1: 4,897 shares; 2025Q2: 5,268 shares; 2025Q3: 5,011 shares 5,011 $339K 0.01% -257 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,507 shares; 2024Q4: 4,510 shares; 2025Q1: 4,366 shares; 2025Q2: 5,915 shares; 2025Q3: 5,647 shares 5,647 $338K 0.01% -268 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,553 shares; 2025Q2: 6,553 shares; 2025Q3: 6,553 shares 6,553 $332K 0.01% 0 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,199 shares 3,199 $320K 0.01% new Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,619 shares; 2024Q4: 5,674 shares; 2025Q1: 4,924 shares; 2025Q2: 4,924 shares; 2025Q3: 4,924 shares 4,924 $316K 0.01% 0 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,284 shares; 2024Q4: 1,284 shares; 2025Q1: 1,284 shares; 2025Q2: 1,284 shares; 2025Q3: 1,284 shares 1,284 $315K 0.01% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,287 shares; 2024Q4: 7,387 shares; 2025Q1: 7,287 shares; 2025Q2: 7,287 shares; 2025Q3: 7,287 shares 7,287 $315K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 782 shares; 2025Q3: 632 shares 632 $310K 0.01% -150 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,816 shares; 2025Q2: 4,401 shares; 2025Q3: 3,585 shares 3,585 $309K 0.01% -816 Timeline AGX ARGAN INC More: the full row for ARGAN 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: 1,117 shares; 2025Q3: 1,117 shares 1,117 $302K 0.01% 0 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,075 shares; 2024Q4: not reported; 2025Q1: 7,075 shares; 2025Q2: 7,075 shares; 2025Q3: 7,075 shares 7,075 $301K 0.01% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,317 shares; 2025Q1: 1,875 shares; 2025Q2: 1,875 shares; 2025Q3: 1,875 shares 1,875 $298K 0.01% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,863 shares; 2025Q1: 1,864 shares; 2025Q2: 1,821 shares; 2025Q3: 1,822 shares 1,822 $295K 0.01% +1 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,581 shares 3,581 $294K 0.01% new Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,771 shares; 2024Q4: 1,771 shares; 2025Q1: 1,771 shares; 2025Q2: 1,771 shares; 2025Q3: 1,021 shares 1,021 $293K 0.01% -750 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 920 shares; 2024Q4: 920 shares; 2025Q1: 920 shares; 2025Q2: 920 shares; 2025Q3: 920 shares 920 $285K 0.01% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 455 shares; 2024Q4: 455 shares; 2025Q1: 380 shares; 2025Q2: 380 shares; 2025Q3: 380 shares 380 $284K 0.01% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,424 shares; 2025Q3: 2,360 shares 2,360 $280K 0.01% -64 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER 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: 3,745 shares; 2025Q3: 3,745 shares 3,745 $278K 0.01% 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: 7,167 shares; 2024Q4: 7,167 shares; 2025Q1: 7,167 shares; 2025Q2: 7,167 shares; 2025Q3: 7,167 shares 7,167 $276K 0.01% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,637 shares; 2024Q4: 6,637 shares; 2025Q1: 3,085 shares; 2025Q2: 2,653 shares; 2025Q3: 2,288 shares 2,288 $276K 0.01% -365 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: 32,561 shares; 2024Q4: 31,345 shares; 2025Q1: 23,438 shares; 2025Q2: 24,056 shares; 2025Q3: 16,041 shares 16,041 $275K 0.01% -8,015 Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,728 shares; 2024Q4: 1,728 shares; 2025Q1: 1,728 shares; 2025Q2: 1,728 shares; 2025Q3: 1,728 shares 1,728 $272K 0.01% 0 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT 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: 500 shares; 2025Q3: 500 shares 500 $271K 0.01% 0 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,724 shares; 2024Q4: 2,724 shares; 2025Q1: 2,024 shares; 2025Q2: 2,024 shares; 2025Q3: 2,024 shares 2,024 $268K 0.01% 0 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,211 shares; 2024Q4: 6,211 shares; 2025Q1: 6,211 shares; 2025Q2: 6,211 shares; 2025Q3: 6,211 shares 6,211 $267K 0.01% 0 Timeline WIX WIX COM LTD More: the full row for WIX COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,526 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares 1,500 $266K 0.01% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,804 shares; 2024Q4: not reported; 2025Q1: 2,482 shares; 2025Q2: 2,462 shares; 2025Q3: 2,452 shares 2,452 $261K 0.01% -10 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 272 shares; 2025Q3: 272 shares 272 $260K 0.01% 0 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 939 shares; 2024Q4: 939 shares; 2025Q1: not reported; 2025Q2: 939 shares; 2025Q3: 939 shares 939 $255K 0.01% 0 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: 1,555 shares; 2024Q4: 1,590 shares; 2025Q1: 1,590 shares; 2025Q2: 1,710 shares; 2025Q3: 1,590 shares 1,590 $254K 0.01% -120 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: 47,412 shares; 2024Q4: 48,776 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 716 shares 716 $252K 0.01% new 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: 1,642 shares; 2024Q4: 1,842 shares; 2025Q1: 1,842 shares; 2025Q2: 1,842 shares; 2025Q3: 1,842 shares 1,842 $251K 0.01% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 995 shares; 2024Q4: 993 shares; 2025Q1: 1,027 shares; 2025Q2: 1,027 shares; 2025Q3: 724 shares 724 $250K 0.01% -303 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 992 shares; 2025Q2: 1,227 shares; 2025Q3: 1,331 shares 1,331 $249K 0.01% +104 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 315 shares; 2025Q2: 315 shares; 2025Q3: 315 shares 315 $247K 0.01% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,301 shares; 2024Q4: 1,327 shares; 2025Q1: 1,301 shares; 2025Q2: 1,301 shares; 2025Q3: 1,301 shares 1,301 $243K 0.01% 0 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: not reported; 2025Q2: 2,075 shares; 2025Q3: 1,632 shares 1,632 $243K 0.01% -443 Timeline NCNO NCINO INC More: the full row for NCINO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,945 shares 8,945 $242K 0.01% new Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,800 shares; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares; 2025Q2: 4,800 shares; 2025Q3: 4,800 shares 4,800 $242K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 1,126 shares; 2025Q2: 1,126 shares; 2025Q3: 1,126 shares 1,126 $242K 0.01% 0 Timeline S SENTINELONE INC More: the full row for SENTINELONE 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: 13,626 shares 13,626 $240K 0.01% new Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,134 shares; 2025Q3: 1,134 shares 1,134 $237K 0.01% 0 Timeline XAR 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,005 shares 1,005 $236K 0.01% new 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: not reported; 2024Q4: 7,827 shares; 2025Q1: 7,827 shares; 2025Q2: 8,227 shares; 2025Q3: 8,227 shares 8,227 $233K 0.01% 0 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: not reported; 2025Q2: 1,181 shares; 2025Q3: 1,181 shares 1,181 $232K 0.01% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,700 shares; 2025Q1: 10,785 shares; 2025Q2: 6,540 shares; 2025Q3: 5,790 shares 5,790 $227K 0.01% -750 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares 4,000 $223K 0.01% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,649 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,634 shares; 2025Q3: 1,634 shares 1,634 $221K 0.01% 0 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: 5,806 shares; 2024Q4: 4,292 shares; 2025Q1: 3,242 shares; 2025Q2: 3,516 shares; 2025Q3: 2,884 shares 2,884 $221K 0.01% -632 Timeline RAL RALLIANT CORP More: the full row for RALLIANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,026 shares 5,026 $220K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,664 shares; 2025Q2: 1,511 shares; 2025Q3: 916 shares 916 $219K 0.01% -595 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: not reported; 2024Q4: 5,068 shares; 2025Q1: not reported; 2025Q2: 4,762 shares; 2025Q3: 4,762 shares 4,762 $218K 0.01% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,068 shares 1,068 $217K 0.01% new Timeline NOVT NOVANTA INC More: the full row for NOVANTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,230 shares; 2024Q4: 2,230 shares; 2025Q1: 2,165 shares; 2025Q2: 2,165 shares; 2025Q3: 2,133 shares 2,133 $214K 0.01% -32 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,858 shares; 2025Q3: 1,858 shares 1,858 $210K 0.01% 0 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,560 shares; 2024Q4: 2,560 shares; 2025Q1: 2,560 shares; 2025Q2: 2,560 shares; 2025Q3: 2,560 shares 2,560 $210K 0.01% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,822 shares; 2024Q4: 15,825 shares; 2025Q1: 346 shares; 2025Q2: not reported; 2025Q3: 271 shares 271 $209K 0.01% new Timeline IEFA 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: 5,075 shares; 2024Q4: 9,747 shares; 2025Q1: 4,635 shares; 2025Q2: not reported; 2025Q3: 2,394 shares 2,394 $209K 0.01% new Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,900 shares; 2024Q4: not reported; 2025Q1: 5,900 shares; 2025Q2: 6,100 shares; 2025Q3: 5,900 shares 5,900 $208K 0.01% -200 Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,897 shares; 2024Q4: 1,897 shares; 2025Q1: 1,897 shares; 2025Q2: 1,897 shares; 2025Q3: 1,897 shares 1,897 $206K 0.01% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,806 shares 2,806 $204K 0.01% new Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,995 shares; 2024Q4: 5,995 shares; 2025Q1: 5,995 shares; 2025Q2: 5,995 shares; 2025Q3: 4,491 shares 4,491 $202K <0.01% -1,504 Timeline MDXG MIMEDX GROUP INC More: the full row for MIMEDX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,390 shares; 2024Q4: 27,390 shares; 2025Q1: 27,390 shares; 2025Q2: 27,390 shares; 2025Q3: 27,390 shares 27,390 $191K <0.01% 0 Timeline EVH EVOLENT HEALTH INC More: the full row for EVOLENT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,073 shares; 2024Q4: 31,134 shares; 2025Q1: 41,152 shares; 2025Q2: 40,239 shares; 2025Q3: 22,593 shares 22,593 $191K <0.01% -17,646 Timeline ASPI ASP ISOTOPES INC More: the full row for ASP ISOTOPES 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: 12,000 shares 12,000 $115K <0.01% new Timeline RUM RUM GROUP INC More: the full row for RUM 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: 10,000 shares; 2025Q3: 10,000 shares 10,000 $72.4K <0.01% 0 Timeline