RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 572,071 shares; 2024Q4: 575,309 shares; 2025Q1: 576,740 shares; 2025Q2: 586,633 shares; 2025Q3: 595,378 shares 595,378 $87.8M 5.04% +8,745 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: 158,025 shares; 2024Q4: 158,606 shares; 2025Q1: 149,050 shares; 2025Q2: 159,887 shares; 2025Q3: 167,763 shares 167,763 $86.9M 4.99% +7,876 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 678,868 shares; 2024Q4: 681,212 shares; 2025Q1: 677,719 shares; 2025Q2: 689,600 shares; 2025Q3: 708,463 shares 708,463 $76.8M 4.41% +18,863 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,493 shares; 2024Q4: 273,159 shares; 2025Q1: 324,325 shares; 2025Q2: 331,662 shares; 2025Q3: 330,862 shares 330,862 $49.6M 2.85% -800 Timeline FTS FORTIS INC More: the full row for FORTIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 932,266 shares; 2024Q4: 930,325 shares; 2025Q1: 917,901 shares; 2025Q2: 937,252 shares; 2025Q3: 963,061 shares 963,061 $48.9M 2.81% +25,809 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 137,160 shares; 2025Q1: 144,802 shares; 2025Q2: 135,728 shares; 2025Q3: 135,738 shares 135,738 $46.9M 2.69% +10 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: 660,846 shares; 2024Q4: 525,672 shares; 2025Q1: 571,705 shares; 2025Q2: 599,997 shares; 2025Q3: 598,309 shares 598,309 $45.9M 2.64% -1,688 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: 120,305 shares; 2024Q4: 118,549 shares; 2025Q1: 116,301 shares; 2025Q2: 134,456 shares; 2025Q3: 133,211 shares 133,211 $45.5M 2.61% -1,245 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 546,635 shares; 2024Q4: 537,024 shares; 2025Q1: 538,161 shares; 2025Q2: 548,715 shares; 2025Q3: 566,193 shares 566,193 $45.3M 2.6% +17,478 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: 197,197 shares; 2024Q4: 321,220 shares; 2025Q1: 325,520 shares; 2025Q2: 329,181 shares; 2025Q3: 335,841 shares 335,841 $45M 2.58% +6,660 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 527,473 shares; 2024Q4: 555,574 shares; 2025Q1: 654,957 shares; 2025Q2: 669,683 shares; 2025Q3: 688,129 shares 688,129 $44.2M 2.53% +18,446 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 368,941 shares; 2024Q4: 388,919 shares; 2025Q1: 391,333 shares; 2025Q2: 399,269 shares; 2025Q3: 450,643 shares 450,643 $42.5M 2.44% +51,374 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 412,057 shares; 2024Q4: 448,789 shares; 2025Q1: 443,822 shares; 2025Q2: 453,232 shares; 2025Q3: 508,370 shares 508,370 $40.6M 2.33% +55,138 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: not reported; 2024Q4: not reported; 2025Q1: 161,793 shares; 2025Q2: 165,234 shares; 2025Q3: 212,766 shares 212,766 $39.7M 2.28% +47,532 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,655 shares; 2024Q4: 107,243 shares; 2025Q1: 105,633 shares; 2025Q2: 127,005 shares; 2025Q3: 139,273 shares 139,273 $37.2M 2.14% +12,268 Timeline GIB CGI INC More: the full row for CGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 302,564 shares; 2024Q4: 302,347 shares; 2025Q1: 318,390 shares; 2025Q2: 358,422 shares; 2025Q3: 416,802 shares 416,802 $37.1M 2.13% +58,380 Timeline OTEX OPEN TEXT CORP More: the full row for OPEN TEXT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 917,905 shares; 2024Q4: 893,824 shares; 2025Q1: 912,578 shares; 2025Q2: 931,450 shares; 2025Q3: 973,317 shares 973,317 $36.4M 2.09% +41,867 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: 98,214 shares; 2024Q4: 97,247 shares; 2025Q1: 100,543 shares; 2025Q2: 92,869 shares; 2025Q3: 91,912 shares 91,912 $29M 1.66% -957 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,663 shares; 2024Q4: 111,827 shares; 2025Q1: 132,651 shares; 2025Q2: 136,991 shares; 2025Q3: 163,675 shares 163,675 $28.8M 1.65% +26,684 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241,051 shares; 2024Q4: 190,789 shares; 2025Q1: 276,943 shares; 2025Q2: 322,658 shares; 2025Q3: 346,729 shares 346,729 $25.4M 1.46% +24,071 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,656 shares; 2024Q4: 235,804 shares; 2025Q1: 289,647 shares; 2025Q2: 329,060 shares; 2025Q3: 314,644 shares 314,644 $25.2M 1.44% -14,416 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: 9,989 shares; 2024Q4: 9,987 shares; 2025Q1: 10,050 shares; 2025Q2: 10,248 shares; 2025Q3: 10,311 shares 10,311 $24.1M 1.38% +63 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: 189,479 shares; 2024Q4: 146,845 shares; 2025Q1: 197,795 shares; 2025Q2: 200,914 shares; 2025Q3: 206,513 shares 206,513 $23.7M 1.36% +5,599 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: 86,445 shares; 2024Q4: 87,114 shares; 2025Q1: 70,193 shares; 2025Q2: 88,167 shares; 2025Q3: 87,685 shares 87,685 $22.8M 1.31% -482 Timeline CIGI COLLIERS INTL GROUP INC More: the full row for COLLIERS INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,068 shares; 2024Q4: 127,811 shares; 2025Q1: 127,524 shares; 2025Q2: 129,280 shares; 2025Q3: 134,127 shares 134,127 $21M 1.2% +4,847 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,526 shares; 2024Q4: 125,658 shares; 2025Q1: 125,969 shares; 2025Q2: 129,042 shares; 2025Q3: 133,790 shares 133,790 $20.8M 1.19% +4,748 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: 12,689 shares; 2024Q4: 15,563 shares; 2025Q1: 15,659 shares; 2025Q2: 21,135 shares; 2025Q3: 26,726 shares 26,726 $20.4M 1.17% +5,591 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: 89,318 shares; 2024Q4: 88,501 shares; 2025Q1: 106,052 shares; 2025Q2: 108,906 shares; 2025Q3: 82,859 shares 82,859 $20.3M 1.17% -26,047 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: 3,705 shares; 2024Q4: 83,302 shares; 2025Q1: 85,482 shares; 2025Q2: 100,561 shares; 2025Q3: 84,551 shares 84,551 $20M 1.15% -16,010 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: 78,395 shares; 2024Q4: 82,471 shares; 2025Q1: 80,110 shares; 2025Q2: 78,574 shares; 2025Q3: 78,124 shares 78,124 $19.9M 1.14% -450 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: 171,442 shares; 2024Q4: 224,039 shares; 2025Q1: 271,719 shares; 2025Q2: 184,115 shares; 2025Q3: 182,007 shares 182,007 $17.8M 1.02% -2,108 Timeline AQN ALGONQUIN POWER & UTILITIES More: the full row for ALGONQUIN POWER & UTILITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500,011 shares; 2024Q4: 2,493,771 shares; 2025Q1: 2,539,346 shares; 2025Q2: 3,178,346 shares; 2025Q3: 3,253,612 shares 3,253,612 $17.5M 1% +75,266 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: 116,318 shares; 2024Q4: 115,405 shares; 2025Q1: 116,314 shares; 2025Q2: 119,049 shares; 2025Q3: 118,375 shares 118,375 $17.3M 0.99% -674 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: not reported; 2024Q4: not reported; 2025Q1: 373 shares; 2025Q2: 17,076 shares; 2025Q3: 17,551 shares 17,551 $17M 0.98% +475 Timeline STN STANTEC INC More: the full row for STANTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,807 shares; 2024Q4: 161,899 shares; 2025Q1: 159,922 shares; 2025Q2: 161,848 shares; 2025Q3: 155,530 shares 155,530 $16.8M 0.96% -6,318 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: 152,847 shares; 2024Q4: 150,599 shares; 2025Q1: 150,998 shares; 2025Q2: 153,973 shares; 2025Q3: 209,780 shares 209,780 $15.6M 0.9% +55,807 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 489,507 shares; 2024Q4: 494,733 shares; 2025Q1: 482,482 shares; 2025Q2: 496,570 shares; 2025Q3: 486,143 shares 486,143 $15.1M 0.87% -10,427 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: 158,308 shares; 2024Q4: 153,310 shares; 2025Q1: 152,816 shares; 2025Q2: 156,247 shares; 2025Q3: 157,455 shares 157,455 $14.9M 0.86% +1,208 Timeline RSP 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: 78,090 shares; 2025Q1: 78,090 shares; 2025Q2: 78,090 shares; 2025Q3: 78,090 shares 78,090 $14.8M 0.85% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,749 shares; 2025Q3: 32,061 shares 32,061 $14.7M 0.84% +13,312 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 422,740 shares; 2024Q4: 475,838 shares; 2025Q1: 518,521 shares; 2025Q2: 550,560 shares; 2025Q3: 573,516 shares 573,516 $14.6M 0.84% +22,956 Timeline DSGX DESCARTES SYS GROUP INC More: the full row for DESCARTES SYS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,204 shares; 2024Q4: 107,468 shares; 2025Q1: 107,911 shares; 2025Q2: 142,322 shares; 2025Q3: 147,860 shares 147,860 $13.9M 0.8% +5,538 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 411,232 shares; 2025Q1: 520,131 shares; 2025Q2: 396,452 shares; 2025Q3: 450,780 shares 450,780 $12.8M 0.73% +54,328 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: 77,369 shares; 2024Q4: 78,740 shares; 2025Q1: 76,747 shares; 2025Q2: 77,266 shares; 2025Q3: 77,275 shares 77,275 $11.9M 0.68% +9 Timeline STGW STAGWELL INC More: the full row for STAGWELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,039,680 shares; 2024Q4: 2,039,680 shares; 2025Q1: 2,039,680 shares; 2025Q2: 2,039,680 shares; 2025Q3: 2,039,680 shares 2,039,680 $11.5M 0.66% 0 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,071 shares; 2024Q4: 172,986 shares; 2025Q1: 173,390 shares; 2025Q2: 176,053 shares; 2025Q3: 175,152 shares 175,152 $11.3M 0.65% -901 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,518 shares; 2024Q4: 253,715 shares; 2025Q1: 243,435 shares; 2025Q2: 246,497 shares; 2025Q3: 247,244 shares 247,244 $10M 0.57% +747 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: 26,477 shares; 2024Q4: 25,036 shares; 2025Q1: 22,331 shares; 2025Q2: 22,142 shares; 2025Q3: 22,087 shares 22,087 $9.82M 0.56% -55 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: 137,945 shares; 2024Q4: 228,015 shares; 2025Q1: 203,136 shares; 2025Q2: 36,082 shares; 2025Q3: 34,906 shares 34,906 $8.49M 0.49% -1,176 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,203 shares; 2024Q4: 123,885 shares; 2025Q1: 120,005 shares; 2025Q2: 119,603 shares; 2025Q3: 120,151 shares 120,151 $7.93M 0.46% +548 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248,971 shares; 2024Q4: 233,896 shares; 2025Q1: 237,194 shares; 2025Q2: 60,021 shares; 2025Q3: 58,693 shares 58,693 $7.65M 0.44% -1,328 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: 10 shares; 2024Q4: 10,152 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares 10 $7.54M 0.43% 0 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: 33,060 shares; 2024Q4: 33,060 shares; 2025Q1: 31,355 shares; 2025Q2: 31,355 shares; 2025Q3: 31,355 shares 31,355 $6.77M 0.39% 0 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: 26,036 shares; 2024Q4: not reported; 2025Q1: 28,528 shares; 2025Q2: 28,456 shares; 2025Q3: 27,613 shares 27,613 $6.73M 0.39% -843 Timeline GRTUF GRANITE REAL ESTATE INVESTME More: the full row for GRANITE REAL ESTATE INVESTME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 203,035 shares; 2025Q1: 196,969 shares; 2025Q2: 197,396 shares; 2025Q3: 117,469 shares 117,469 $6.53M 0.37% -79,927 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: 75,000 shares; 2024Q4: 75,000 shares; 2025Q1: 75,000 shares; 2025Q2: 75,000 shares; 2025Q3: 75,000 shares 75,000 $6.3M 0.36% 0 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: 101,546 shares; 2024Q4: 101,546 shares; 2025Q1: 101,546 shares; 2025Q2: 101,546 shares; 2025Q3: 101,546 shares 101,546 $6.08M 0.35% 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: 9,906 shares; 2024Q4: 9,906 shares; 2025Q1: 9,906 shares; 2025Q2: 9,906 shares; 2025Q3: 9,772 shares 9,772 $5.98M 0.34% -134 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: 42,721 shares; 2024Q4: 45,829 shares; 2025Q1: 45,551 shares; 2025Q2: 46,469 shares; 2025Q3: 47,722 shares 47,722 $5.38M 0.31% +1,253 Timeline PRF 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: 121,330 shares; 2024Q4: 119,893 shares; 2025Q1: 115,905 shares; 2025Q2: 115,656 shares; 2025Q3: 115,480 shares 115,480 $5.22M 0.3% -176 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: 9,418 shares; 2024Q4: not reported; 2025Q1: 9,775 shares; 2025Q2: 10,446 shares; 2025Q3: 10,299 shares 10,299 $5.18M 0.3% -147 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,714 shares; 2024Q4: 21,222 shares; 2025Q1: 21,181 shares; 2025Q2: 22,406 shares; 2025Q3: 22,378 shares 22,378 $4.91M 0.28% -28 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,407 shares; 2024Q4: 217,165 shares; 2025Q1: 153,079 shares; 2025Q2: 153,713 shares; 2025Q3: 152,604 shares 152,604 $4.88M 0.28% -1,109 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,831 shares; 2024Q4: 260,493 shares; 2025Q1: 264,213 shares; 2025Q2: 230,749 shares; 2025Q3: 181,293 shares 181,293 $4.77M 0.27% -49,456 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,562 shares; 2024Q4: 59,177 shares; 2025Q1: 57,253 shares; 2025Q2: 69,633 shares; 2025Q3: 60,327 shares 60,327 $4.38M 0.25% -9,306 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: 22,572 shares; 2024Q4: 23,401 shares; 2025Q1: 24,302 shares; 2025Q2: 25,796 shares; 2025Q3: 27,768 shares 27,768 $4.31M 0.25% +1,972 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,817 shares; 2024Q4: 6,568 shares; 2025Q1: 6,135 shares; 2025Q2: 6,169 shares; 2025Q3: 5,803 shares 5,803 $4.26M 0.24% -366 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 450,689 shares 450,689 $4.04M 0.23% new 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: 22,165 shares; 2024Q4: 22,165 shares; 2025Q1: 21,565 shares; 2025Q2: 21,832 shares; 2025Q3: 21,309 shares 21,309 $3.57M 0.2% -523 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: 36,433 shares; 2025Q2: 53,126 shares; 2025Q3: 52,968 shares 52,968 $3.54M 0.2% -158 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: 90,482 shares; 2024Q4: 86,134 shares; 2025Q1: 81,942 shares; 2025Q2: 76,470 shares; 2025Q3: 67,043 shares 67,043 $3.46M 0.2% -9,427 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: 5,096 shares; 2024Q4: 5,096 shares; 2025Q1: 5,096 shares; 2025Q2: 5,009 shares; 2025Q3: 5,009 shares 5,009 $3.35M 0.19% 0 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: 76,718 shares; 2024Q4: 90,923 shares; 2025Q1: 99,235 shares; 2025Q2: 104,224 shares; 2025Q3: 95,167 shares 95,167 $3.19M 0.18% -9,057 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,419 shares; 2024Q4: 24,508 shares; 2025Q1: 26,127 shares; 2025Q2: 28,032 shares; 2025Q3: 22,570 shares 22,570 $3.14M 0.18% -5,462 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: 49,981 shares; 2024Q4: 44,634 shares; 2025Q1: 41,017 shares; 2025Q2: 38,560 shares; 2025Q3: 35,270 shares 35,270 $2.96M 0.17% -3,290 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: 67,395 shares; 2024Q4: 67,706 shares; 2025Q1: 67,706 shares; 2025Q2: 66,118 shares; 2025Q3: 66,118 shares 66,118 $2.91M 0.17% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,898 shares; 2024Q4: 16,338 shares; 2025Q1: 16,070 shares; 2025Q2: 15,696 shares; 2025Q3: 15,518 shares 15,518 $2.88M 0.17% -178 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: 38,663 shares; 2024Q4: 36,307 shares; 2025Q1: 31,910 shares; 2025Q2: 29,109 shares; 2025Q3: 27,869 shares 27,869 $2.87M 0.16% -1,240 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: 133,243 shares; 2024Q4: 123,678 shares; 2025Q1: 114,602 shares; 2025Q2: 103,942 shares; 2025Q3: 98,192 shares 98,192 $2.77M 0.16% -5,750 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: 4,804 shares; 2024Q4: 5,013 shares; 2025Q1: 5,393 shares; 2025Q2: 6,511 shares; 2025Q3: 7,914 shares 7,914 $2.73M 0.16% +1,403 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,602 shares; 2024Q4: 31,943 shares; 2025Q1: 34,563 shares; 2025Q2: 34,883 shares; 2025Q3: 34,883 shares 34,883 $2.63M 0.15% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,188 shares; 2024Q4: 33,501 shares; 2025Q1: 30,469 shares; 2025Q2: 28,539 shares; 2025Q3: 25,258 shares 25,258 $2.56M 0.15% -3,281 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: 66,572 shares; 2024Q4: 59,490 shares; 2025Q1: 51,966 shares; 2025Q2: 51,989 shares; 2025Q3: 50,734 shares 50,734 $2.56M 0.15% -1,255 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: 23,123 shares; 2024Q4: 22,794 shares; 2025Q1: 24,719 shares; 2025Q2: 23,965 shares; 2025Q3: 18,882 shares 18,882 $2.34M 0.13% -5,083 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: 63,719 shares; 2024Q4: 66,067 shares; 2025Q1: 68,807 shares; 2025Q2: 70,670 shares; 2025Q3: 74,225 shares 74,225 $2.33M 0.13% +3,555 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,299 shares; 2024Q4: 13,299 shares; 2025Q1: 13,299 shares; 2025Q2: 13,299 shares; 2025Q3: 13,299 shares 13,299 $2.24M 0.13% 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: 9,218 shares; 2024Q4: 8,817 shares; 2025Q1: 8,455 shares; 2025Q2: 8,018 shares; 2025Q3: 7,881 shares 7,881 $2.22M 0.13% -137 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: 65,951 shares; 2024Q4: 74,980 shares; 2025Q1: 74,404 shares; 2025Q2: 76,777 shares; 2025Q3: 78,767 shares 78,767 $2.01M 0.12% +1,990 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: 36,323 shares; 2024Q4: 36,323 shares; 2025Q1: 34,346 shares; 2025Q2: 31,285 shares; 2025Q3: 29,088 shares 29,088 $1.99M 0.11% -2,197 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: 2,108 shares; 2024Q4: 1,994 shares; 2025Q1: 1,962 shares; 2025Q2: 2,044 shares; 2025Q3: 2,094 shares 2,094 $1.94M 0.11% +50 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: 4,892 shares; 2024Q4: 4,777 shares; 2025Q1: 4,825 shares; 2025Q2: 4,703 shares; 2025Q3: 4,703 shares 4,703 $1.91M 0.11% 0 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: 35,939 shares; 2024Q4: 35,619 shares; 2025Q1: 32,824 shares; 2025Q2: 29,861 shares; 2025Q3: 24,878 shares 24,878 $1.88M 0.11% -4,983 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,466 shares; 2024Q4: 31,381 shares; 2025Q1: 31,116 shares; 2025Q2: 31,072 shares; 2025Q3: 29,752 shares 29,752 $1.82M 0.1% -1,320 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: 6,981 shares; 2024Q4: 7,194 shares; 2025Q1: 7,299 shares; 2025Q2: 7,430 shares; 2025Q3: 7,677 shares 7,677 $1.78M 0.1% +247 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,231 shares; 2024Q4: 27,956 shares; 2025Q1: 27,956 shares; 2025Q2: 28,302 shares; 2025Q3: 28,302 shares 28,302 $1.73M 0.1% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,297 shares; 2024Q4: 18,297 shares; 2025Q1: 18,297 shares; 2025Q2: 18,297 shares; 2025Q3: 18,028 shares 18,028 $1.72M 0.1% -269 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: 7,431 shares; 2024Q4: 6,658 shares; 2025Q1: 6,176 shares; 2025Q2: 5,670 shares; 2025Q3: 5,173 shares 5,173 $1.71M 0.1% -497 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,800 shares; 2024Q4: 26,384 shares; 2025Q1: 26,700 shares; 2025Q2: 27,066 shares; 2025Q3: 28,317 shares 28,317 $1.7M 0.1% +1,251 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: 6,101 shares; 2024Q4: 6,923 shares; 2025Q1: 7,577 shares; 2025Q2: 8,099 shares; 2025Q3: 8,556 shares 8,556 $1.65M 0.09% +457 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,303 shares; 2024Q4: 40,303 shares; 2025Q1: 40,303 shares; 2025Q2: 37,900 shares; 2025Q3: 37,900 shares 37,900 $1.63M 0.09% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,155 shares; 2024Q4: 4,155 shares; 2025Q1: 4,755 shares; 2025Q2: 4,755 shares; 2025Q3: 4,755 shares 4,755 $1.56M 0.09% 0 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: 3,956 shares; 2024Q4: 67,702 shares; 2025Q1: 60,428 shares; 2025Q2: 62,100 shares; 2025Q3: 6,076 shares 6,076 $1.53M 0.09% -56,024 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,423 shares; 2024Q4: 6,019 shares; 2025Q1: 5,686 shares; 2025Q2: 10,561 shares; 2025Q3: 7,161 shares 7,161 $1.52M 0.09% -3,400 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,591 shares; 2024Q4: 7,134 shares; 2025Q1: 7,680 shares; 2025Q2: 8,487 shares; 2025Q3: 8,917 shares 8,917 $1.52M 0.09% +430 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: 2,449 shares; 2024Q4: 2,339 shares; 2025Q1: 2,150 shares; 2025Q2: 2,171 shares; 2025Q3: 1,854 shares 1,854 $1.48M 0.08% -317 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: 10,529 shares; 2024Q4: 11,314 shares; 2025Q1: 12,880 shares; 2025Q2: 15,071 shares; 2025Q3: 16,753 shares 16,753 $1.41M 0.08% +1,682 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,046 shares; 2024Q4: 5,046 shares; 2025Q1: 5,362 shares; 2025Q2: 5,432 shares; 2025Q3: 5,432 shares 5,432 $1.38M 0.08% 0 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: 6,193 shares; 2024Q4: 5,869 shares; 2025Q1: 5,460 shares; 2025Q2: 5,220 shares; 2025Q3: 4,774 shares 4,774 $1.34M 0.08% -446 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: 10,980 shares; 2024Q4: 10,673 shares; 2025Q1: 9,710 shares; 2025Q2: 8,660 shares; 2025Q3: 8,205 shares 8,205 $1.33M 0.08% -455 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: 3,394 shares; 2024Q4: 3,595 shares; 2025Q1: 3,963 shares; 2025Q2: 4,189 shares; 2025Q3: 4,607 shares 4,607 $1.33M 0.08% +418 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,927 shares; 2024Q4: 72,121 shares; 2025Q1: 87,461 shares; 2025Q2: 98,426 shares; 2025Q3: 106,008 shares 106,008 $1.27M 0.07% +7,582 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,796 shares; 2024Q4: 15,678 shares; 2025Q1: 15,678 shares; 2025Q2: 15,678 shares; 2025Q3: 15,678 shares 15,678 $1.26M 0.07% 0 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: 7,662 shares; 2024Q4: 7,974 shares; 2025Q1: 7,474 shares; 2025Q2: 7,497 shares; 2025Q3: 7,497 shares 7,497 $1.25M 0.07% 0 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: 6,863 shares; 2024Q4: 7,257 shares; 2025Q1: 7,600 shares; 2025Q2: 8,297 shares; 2025Q3: 8,825 shares 8,825 $1.24M 0.07% +528 Timeline SHV 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: 7,955 shares; 2025Q2: 10,655 shares; 2025Q3: 10,649 shares 10,649 $1.18M 0.07% -6 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: 2,471 shares; 2024Q4: 2,329 shares; 2025Q1: 2,396 shares; 2025Q2: 2,462 shares; 2025Q3: 2,462 shares 2,462 $1.17M 0.07% 0 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,456 shares; 2024Q4: 28,307 shares; 2025Q1: 21,799 shares; 2025Q2: 21,410 shares; 2025Q3: 21,183 shares 21,183 $1.15M 0.07% -227 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: 20,360 shares; 2024Q4: 19,750 shares; 2025Q1: 18,637 shares; 2025Q2: 17,525 shares; 2025Q3: 16,852 shares 16,852 $1.11M 0.06% -673 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: 3,842 shares; 2024Q4: 3,547 shares; 2025Q1: 3,468 shares; 2025Q2: 3,981 shares; 2025Q3: 3,965 shares 3,965 $1.11M 0.06% -16 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: 19,847 shares; 2024Q4: 20,980 shares; 2025Q1: 21,820 shares; 2025Q2: 22,486 shares; 2025Q3: 24,446 shares 24,446 $1.1M 0.06% +1,960 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: 6,233 shares; 2024Q4: 6,571 shares; 2025Q1: 7,084 shares; 2025Q2: 7,712 shares; 2025Q3: 8,103 shares 8,103 $1.1M 0.06% +391 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: 2,060 shares; 2024Q4: 2,297 shares; 2025Q1: 2,585 shares; 2025Q2: 2,871 shares; 2025Q3: 3,394 shares 3,394 $1.1M 0.06% +523 Timeline EMA EMERA INC More: the full row for EMERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,845 shares; 2025Q3: 22,845 shares 22,845 $1.1M 0.06% 0 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: 2,213 shares; 2024Q4: 2,223 shares; 2025Q1: 2,155 shares; 2025Q2: 2,048 shares; 2025Q3: 2,164 shares 2,164 $1.08M 0.06% +116 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: 8,155 shares; 2024Q4: 7,828 shares; 2025Q1: 7,237 shares; 2025Q2: 6,961 shares; 2025Q3: 6,484 shares 6,484 $1.03M 0.06% -477 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: 9,322 shares; 2024Q4: 9,322 shares; 2025Q1: 9,571 shares; 2025Q2: 9,353 shares; 2025Q3: 8,931 shares 8,931 $1.02M 0.06% -422 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: 5,811 shares; 2024Q4: 6,077 shares; 2025Q1: 5,815 shares; 2025Q2: 6,057 shares; 2025Q3: 6,057 shares 6,057 $1.01M 0.06% 0 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: 3,143 shares; 2024Q4: 3,143 shares; 2025Q1: 3,143 shares; 2025Q2: 3,242 shares; 2025Q3: 3,380 shares 3,380 $954K 0.05% +138 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: 3,182 shares; 2024Q4: 3,259 shares; 2025Q1: 3,272 shares; 2025Q2: 3,152 shares; 2025Q3: 3,112 shares 3,112 $946K 0.05% -40 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: 2,041 shares; 2024Q4: 2,105 shares; 2025Q1: 2,105 shares; 2025Q2: 2,053 shares; 2025Q3: 2,053 shares 2,053 $939K 0.05% 0 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: 9,405 shares; 2024Q4: 9,405 shares; 2025Q1: 9,531 shares; 2025Q2: 9,596 shares; 2025Q3: 9,851 shares 9,851 $938K 0.05% +255 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: 58,056 shares; 2024Q4: 58,618 shares; 2025Q1: 58,835 shares; 2025Q2: 49,392 shares; 2025Q3: 3,955 shares 3,955 $937K 0.05% -45,437 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: 13,748 shares; 2024Q4: 13,949 shares; 2025Q1: 13,949 shares; 2025Q2: 13,493 shares; 2025Q3: 14,005 shares 14,005 $929K 0.05% +512 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: 498 shares; 2024Q4: 471 shares; 2025Q1: 537 shares; 2025Q2: 673 shares; 2025Q3: 722 shares 722 $866K 0.05% +49 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: 9,720 shares; 2024Q4: 9,720 shares; 2025Q1: 9,168 shares; 2025Q2: 8,260 shares; 2025Q3: 7,769 shares 7,769 $862K 0.05% -491 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 273 shares; 2024Q4: 1,459 shares; 2025Q1: 1,649 shares; 2025Q2: 1,349 shares; 2025Q3: 935 shares 935 $861K 0.05% -414 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: 11,385 shares; 2024Q4: 11,385 shares; 2025Q1: 11,385 shares; 2025Q2: 10,785 shares; 2025Q3: 10,785 shares 10,785 $861K 0.05% 0 Timeline GLXY GALAXY DIGITAL INC. More: the full row for GALAXY DIGITAL 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: 25,011 shares; 2025Q3: 25,011 shares 25,011 $846K 0.05% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,688 shares; 2024Q4: 21,651 shares; 2025Q1: 28,792 shares; 2025Q2: 37,010 shares; 2025Q3: 42,772 shares 42,772 $835K 0.05% +5,762 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: 2,959 shares; 2024Q4: 2,618 shares; 2025Q1: 2,471 shares; 2025Q2: 2,570 shares; 2025Q3: 2,496 shares 2,496 $829K 0.05% -74 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: 838 shares; 2024Q4: 45,041 shares; 2025Q1: 36,524 shares; 2025Q2: 28,574 shares; 2025Q3: 2,349 shares 2,349 $829K 0.05% -26,225 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: 9,693 shares; 2024Q4: 11,281 shares; 2025Q1: 12,240 shares; 2025Q2: 13,385 shares; 2025Q3: 13,809 shares 13,809 $825K 0.05% +424 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: 1,275 shares; 2024Q4: 1,313 shares; 2025Q1: 1,369 shares; 2025Q2: 1,560 shares; 2025Q3: 1,693 shares 1,693 $821K 0.05% +133 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,000 shares; 2024Q4: 9,000 shares; 2025Q1: 9,000 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares 9,000 $816K 0.05% 0 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,178 shares; 2024Q4: 36,638 shares; 2025Q1: 36,276 shares; 2025Q2: 34,821 shares; 2025Q3: 34,821 shares 34,821 $814K 0.05% 0 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,881 shares; 2025Q1: 7,766 shares; 2025Q2: 7,622 shares; 2025Q3: 7,622 shares 7,622 $810K 0.05% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,926 shares; 2024Q4: 3,092 shares; 2025Q1: 3,287 shares; 2025Q2: 3,566 shares; 2025Q3: 3,792 shares 3,792 $776K 0.04% +226 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,805 shares; 2024Q4: 3,865 shares; 2025Q1: 3,900 shares; 2025Q2: 3,686 shares; 2025Q3: 3,624 shares 3,624 $763K 0.04% -62 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,497 shares; 2025Q2: 7,568 shares; 2025Q3: 7,568 shares 7,568 $759K 0.04% 0 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: 2,005 shares; 2024Q4: 2,005 shares; 2025Q1: 2,146 shares; 2025Q2: 2,216 shares; 2025Q3: 2,216 shares 2,216 $756K 0.04% 0 Timeline SHLS SHOALS TECHNOLOGIES GROUP IN More: the full row for SHOALS TECHNOLOGIES GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 58,870 shares; 2025Q1: 68,852 shares; 2025Q2: 92,875 shares; 2025Q3: 101,397 shares 101,397 $751K 0.04% +8,522 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: 6,482 shares; 2024Q4: 6,482 shares; 2025Q1: 6,196 shares; 2025Q2: 6,048 shares; 2025Q3: 6,048 shares 6,048 $748K 0.04% 0 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,644 shares; 2024Q4: 16,666 shares; 2025Q1: 17,090 shares; 2025Q2: 17,032 shares; 2025Q3: 15,639 shares 15,639 $747K 0.04% -1,393 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,301 shares; 2024Q4: 1,301 shares; 2025Q1: 1,301 shares; 2025Q2: 1,300 shares; 2025Q3: 1,291 shares 1,291 $734K 0.04% -9 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,771 shares; 2024Q4: 6,006 shares; 2025Q1: 6,375 shares; 2025Q2: 7,165 shares; 2025Q3: 8,165 shares 8,165 $732K 0.04% +1,000 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,529 shares; 2024Q4: 2,611 shares; 2025Q1: 2,611 shares; 2025Q2: 2,804 shares; 2025Q3: 3,067 shares 3,067 $723K 0.04% +263 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: 5,375 shares; 2024Q4: 6,121 shares; 2025Q1: 6,725 shares; 2025Q2: 7,538 shares; 2025Q3: 8,590 shares 8,590 $718K 0.04% +1,052 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: 4,977 shares; 2025Q1: 5,224 shares; 2025Q2: 5,498 shares; 2025Q3: 5,339 shares 5,339 $715K 0.04% -159 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: 2,205 shares; 2024Q4: 2,325 shares; 2025Q1: 2,434 shares; 2025Q2: 2,509 shares; 2025Q3: 2,855 shares 2,855 $704K 0.04% +346 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: 1,676 shares; 2024Q4: 1,676 shares; 2025Q1: 1,684 shares; 2025Q2: 1,898 shares; 2025Q3: 1,898 shares 1,898 $702K 0.04% 0 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: 3,899 shares; 2024Q4: 3,899 shares; 2025Q1: 3,716 shares; 2025Q2: 3,815 shares; 2025Q3: 3,815 shares 3,815 $701K 0.04% 0 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: 1,914 shares; 2024Q4: 1,921 shares; 2025Q1: 1,934 shares; 2025Q2: 1,939 shares; 2025Q3: 1,964 shares 1,964 $698K 0.04% +25 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,283 shares; 2024Q4: 12,004 shares; 2025Q1: 11,420 shares; 2025Q2: 10,809 shares; 2025Q3: 10,284 shares 10,284 $693K 0.04% -525 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,710 shares; 2024Q4: 7,710 shares; 2025Q1: 7,710 shares; 2025Q2: 7,285 shares; 2025Q3: 7,285 shares 7,285 $693K 0.04% 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: 634 shares; 2025Q1: 621 shares; 2025Q2: 617 shares; 2025Q3: 594 shares 594 $693K 0.04% -23 Timeline DCBO DOCEBO INC More: the full row for DOCEBO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,957 shares; 2024Q4: 26,957 shares; 2025Q1: 26,476 shares; 2025Q2: 25,348 shares; 2025Q3: 25,348 shares 25,348 $692K 0.04% 0 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: 15,221 shares; 2024Q4: 14,731 shares; 2025Q1: 14,381 shares; 2025Q2: 14,289 shares; 2025Q3: 14,289 shares 14,289 $691K 0.04% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,532 shares; 2024Q4: 8,711 shares; 2025Q1: 8,711 shares; 2025Q2: 8,711 shares; 2025Q3: 8,711 shares 8,711 $684K 0.04% 0 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,580 shares; 2024Q4: 1,870 shares; 2025Q1: 2,132 shares; 2025Q2: 2,429 shares; 2025Q3: 2,592 shares 2,592 $674K 0.04% +163 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: 78,040 shares; 2024Q4: 7,145 shares; 2025Q1: 3,485 shares; 2025Q2: 3,060 shares; 2025Q3: 2,724 shares 2,724 $669K 0.04% -336 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: 6,872 shares; 2024Q4: 6,440 shares; 2025Q1: 5,314 shares; 2025Q2: 4,574 shares; 2025Q3: 4,253 shares 4,253 $660K 0.04% -321 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: 3,109 shares; 2024Q4: 3,495 shares; 2025Q1: 3,915 shares; 2025Q2: 4,498 shares; 2025Q3: 4,650 shares 4,650 $630K 0.04% +152 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: 7,346 shares; 2024Q4: 7,346 shares; 2025Q1: 6,866 shares; 2025Q2: 6,638 shares; 2025Q3: 6,638 shares 6,638 $629K 0.04% 0 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,520 shares; 2024Q4: 1,558 shares; 2025Q1: 1,840 shares; 2025Q2: 2,534 shares; 2025Q3: 2,533 shares 2,533 $626K 0.04% -1 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,509 shares; 2024Q4: 1,509 shares; 2025Q1: 1,509 shares; 2025Q2: 1,464 shares; 2025Q3: 1,464 shares 1,464 $624K 0.04% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,281 shares; 2024Q4: 4,748 shares; 2025Q1: 4,748 shares; 2025Q2: 5,186 shares; 2025Q3: 5,563 shares 5,563 $624K 0.04% +377 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,273 shares; 2024Q4: 2,404 shares; 2025Q1: 2,314 shares; 2025Q2: 2,070 shares; 2025Q3: 2,264 shares 2,264 $623K 0.04% +194 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: 8,179 shares; 2024Q4: 8,701 shares; 2025Q1: 9,151 shares; 2025Q2: 9,333 shares; 2025Q3: 9,894 shares 9,894 $618K 0.04% +561 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,544 shares; 2024Q4: 2,599 shares; 2025Q1: 2,374 shares; 2025Q2: 2,622 shares; 2025Q3: 2,772 shares 2,772 $617K 0.04% +150 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 18,500 shares; 2025Q3: 18,500 shares 18,500 $608K 0.03% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 938 shares; 2024Q4: 1,020 shares; 2025Q1: 1,020 shares; 2025Q2: 1,020 shares; 2025Q3: 990 shares 990 $603K 0.03% -30 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: 5,643 shares; 2024Q4: 6,465 shares; 2025Q1: 7,119 shares; 2025Q2: 8,130 shares; 2025Q3: 8,515 shares 8,515 $594K 0.03% +385 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: 2,407 shares; 2024Q4: 2,273 shares; 2025Q1: 2,188 shares; 2025Q2: 2,119 shares; 2025Q3: 2,054 shares 2,054 $580K 0.03% -65 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,428 shares; 2024Q4: 8,517 shares; 2025Q1: 9,915 shares; 2025Q2: 11,207 shares; 2025Q3: 16,042 shares 16,042 $572K 0.03% +4,835 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,200 shares; 2024Q4: 14,679 shares; 2025Q1: 15,453 shares; 2025Q2: 15,453 shares; 2025Q3: 16,087 shares 16,087 $571K 0.03% +634 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,404 shares; 2024Q4: 3,171 shares; 2025Q1: 3,020 shares; 2025Q2: 2,901 shares; 2025Q3: 2,837 shares 2,837 $570K 0.03% -64 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: 2,035 shares; 2024Q4: 1,715 shares; 2025Q1: 1,715 shares; 2025Q2: 1,862 shares; 2025Q3: 1,862 shares 1,862 $560K 0.03% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,228 shares; 2024Q4: 4,228 shares; 2025Q1: 4,044 shares; 2025Q2: 3,870 shares; 2025Q3: 3,870 shares 3,870 $559K 0.03% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,708 shares; 2024Q4: 7,073 shares; 2025Q1: 6,386 shares; 2025Q2: 5,679 shares; 2025Q3: 5,109 shares 5,109 $557K 0.03% -570 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,367 shares; 2024Q4: 10,589 shares; 2025Q1: 9,538 shares; 2025Q2: 8,688 shares; 2025Q3: 7,799 shares 7,799 $554K 0.03% -889 Timeline LQD 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: 4,708 shares; 2025Q2: 4,708 shares; 2025Q3: 4,913 shares 4,913 $548K 0.03% +205 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: 5,384 shares; 2024Q4: 5,693 shares; 2025Q1: 5,693 shares; 2025Q2: 6,478 shares; 2025Q3: 7,007 shares 7,007 $546K 0.03% +529 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,267 shares; 2024Q4: 2,267 shares; 2025Q1: 2,590 shares; 2025Q2: 2,871 shares; 2025Q3: 3,084 shares 3,084 $523K 0.03% +213 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: 1,836 shares; 2024Q4: 1,836 shares; 2025Q1: 1,836 shares; 2025Q2: 1,836 shares; 2025Q3: 1,737 shares 1,737 $522K 0.03% -99 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: 11,471 shares; 2024Q4: 11,111 shares; 2025Q1: 11,111 shares; 2025Q2: 11,111 shares; 2025Q3: 11,409 shares 11,409 $522K 0.03% +298 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,125 shares; 2024Q4: 11,530 shares; 2025Q1: 11,204 shares; 2025Q2: 10,887 shares; 2025Q3: 10,664 shares 10,664 $519K 0.03% -223 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: 2,558 shares; 2024Q4: 2,414 shares; 2025Q1: 2,254 shares; 2025Q2: 2,122 shares; 2025Q3: 2,122 shares 2,122 $508K 0.03% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,063 shares; 2024Q4: 7,460 shares; 2025Q1: 6,981 shares; 2025Q2: 6,571 shares; 2025Q3: 5,994 shares 5,994 $507K 0.03% -577 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,576 shares; 2024Q4: 17,152 shares; 2025Q1: 17,152 shares; 2025Q2: 16,091 shares; 2025Q3: 16,091 shares 16,091 $501K 0.03% 0 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: 6,583 shares; 2024Q4: 6,010 shares; 2025Q1: 5,399 shares; 2025Q2: 6,007 shares; 2025Q3: 5,509 shares 5,509 $501K 0.03% -498 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,729 shares; 2024Q4: 6,729 shares; 2025Q1: 6,497 shares; 2025Q2: 6,581 shares; 2025Q3: 6,496 shares 6,496 $496K 0.03% -85 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,523 shares; 2024Q4: 1,523 shares; 2025Q1: 1,624 shares; 2025Q2: 1,624 shares; 2025Q3: 1,624 shares 1,624 $496K 0.03% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,831 shares; 2024Q4: 21,465 shares; 2025Q1: 20,059 shares; 2025Q2: 20,059 shares; 2025Q3: 20,059 shares 20,059 $493K 0.03% 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: 3,012 shares; 2024Q4: 2,758 shares; 2025Q1: 2,613 shares; 2025Q2: 2,387 shares; 2025Q3: 2,274 shares 2,274 $488K 0.03% -113 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,747 shares; 2024Q4: 2,588 shares; 2025Q1: 2,353 shares; 2025Q2: 2,018 shares; 2025Q3: 1,734 shares 1,734 $484K 0.03% -284 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,425 shares; 2024Q4: 2,423 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares 2,400 $470K 0.03% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,081 shares; 2024Q4: 6,700 shares; 2025Q1: 6,320 shares; 2025Q2: 5,973 shares; 2025Q3: 5,701 shares 5,701 $470K 0.03% -272 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: 562 shares; 2024Q4: 562 shares; 2025Q1: not reported; 2025Q2: 588 shares; 2025Q3: 702 shares 702 $468K 0.03% +114 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,365 shares; 2024Q4: 146,739 shares; 2025Q1: 114,295 shares; 2025Q2: 69,754 shares; 2025Q3: 75,999 shares 75,999 $465K 0.03% +6,245 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: 122 shares; 2024Q4: 114 shares; 2025Q1: 105 shares; 2025Q2: 96 shares; 2025Q3: 86 shares 86 $464K 0.03% -10 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,753 shares; 2024Q4: 11,316 shares; 2025Q1: 12,946 shares; 2025Q2: 16,064 shares; 2025Q3: 20,152 shares 20,152 $462K 0.03% +4,088 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: 2,475 shares; 2024Q4: 2,475 shares; 2025Q1: 2,475 shares; 2025Q2: 2,475 shares; 2025Q3: 2,475 shares 2,475 $462K 0.03% 0 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: 1,710 shares; 2024Q4: 1,810 shares; 2025Q1: 1,955 shares; 2025Q2: 2,146 shares; 2025Q3: 2,325 shares 2,325 $461K 0.03% +179 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: 7,425 shares; 2024Q4: 7,723 shares; 2025Q1: 7,949 shares; 2025Q2: 8,374 shares; 2025Q3: 9,079 shares 9,079 $458K 0.03% +705 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,887 shares; 2024Q4: 4,159 shares; 2025Q1: 3,993 shares; 2025Q2: 4,639 shares; 2025Q3: 5,139 shares 5,139 $457K 0.03% +500 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: 7,413 shares; 2024Q4: 7,413 shares; 2025Q1: 7,413 shares; 2025Q2: 7,413 shares; 2025Q3: 7,413 shares 7,413 $453K 0.03% 0 Timeline LSPD LIGHTSPEED COMMERCE INC More: the full row for LIGHTSPEED COMMERCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,229 shares; 2024Q4: 36,229 shares; 2025Q1: 40,534 shares; 2025Q2: 38,929 shares; 2025Q3: 38,929 shares 38,929 $450K 0.03% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,522 shares; 2024Q4: 6,389 shares; 2025Q1: 7,209 shares; 2025Q2: 8,418 shares; 2025Q3: 9,375 shares 9,375 $443K 0.03% +957 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,743 shares; 2024Q4: 3,379 shares; 2025Q1: 3,888 shares; 2025Q2: 4,138 shares; 2025Q3: 4,258 shares 4,258 $440K 0.03% +120 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: 20,139 shares; 2024Q4: 19,148 shares; 2025Q1: 17,537 shares; 2025Q2: 15,959 shares; 2025Q3: 15,385 shares 15,385 $436K 0.03% -574 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: 249,954 shares; 2024Q4: 248,974 shares; 2025Q1: 17,630 shares; 2025Q2: 8,270 shares; 2025Q3: 6,338 shares 6,338 $435K 0.02% -1,932 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,514 shares; 2024Q4: 7,053 shares; 2025Q1: 8,250 shares; 2025Q2: 9,888 shares; 2025Q3: 12,571 shares 12,571 $432K 0.02% +2,683 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,375 shares; 2024Q4: 11,813 shares; 2025Q1: 11,317 shares; 2025Q2: 9,889 shares; 2025Q3: 9,499 shares 9,499 $428K 0.02% -390 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: 4,293 shares; 2024Q4: 4,174 shares; 2025Q1: 3,969 shares; 2025Q2: 3,819 shares; 2025Q3: 3,819 shares 3,819 $427K 0.02% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,108 shares; 2024Q4: 4,108 shares; 2025Q1: 3,854 shares; 2025Q2: 3,735 shares; 2025Q3: 3,735 shares 3,735 $420K 0.02% 0 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC 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: 7,667 shares 7,667 $416K 0.02% +500 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,457 shares; 2024Q4: 1,780 shares; 2025Q1: 2,093 shares; 2025Q2: 2,447 shares; 2025Q3: 2,558 shares 2,558 $414K 0.02% +111 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,916 shares; 2024Q4: 13,314 shares; 2025Q1: 11,400 shares; 2025Q2: 9,802 shares; 2025Q3: 9,802 shares 9,802 $410K 0.02% 0 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: 6,274 shares; 2024Q4: 6,274 shares; 2025Q1: 6,105 shares; 2025Q2: 6,105 shares; 2025Q3: 6,105 shares 6,105 $409K 0.02% 0 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: 1,721 shares; 2024Q4: 1,815 shares; 2025Q1: 1,908 shares; 2025Q2: 2,092 shares; 2025Q3: 2,176 shares 2,176 $407K 0.02% +84 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: 1,979 shares; 2024Q4: 1,792 shares; 2025Q1: 1,685 shares; 2025Q2: 1,576 shares; 2025Q3: 1,576 shares 1,576 $389K 0.02% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,700 shares; 2024Q4: 5,700 shares; 2025Q1: 5,574 shares; 2025Q2: 5,700 shares; 2025Q3: 5,972 shares 5,972 $388K 0.02% +272 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,078 shares; 2024Q4: 12,291 shares; 2025Q1: 12,291 shares; 2025Q2: 12,864 shares; 2025Q3: 14,220 shares 14,220 $387K 0.02% +1,356 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: 1,222 shares; 2024Q4: 1,119 shares; 2025Q1: 1,036 shares; 2025Q2: 980 shares; 2025Q3: 914 shares 914 $386K 0.02% -66 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,774 shares; 2024Q4: 7,184 shares; 2025Q1: 8,174 shares; 2025Q2: 9,752 shares; 2025Q3: 11,002 shares 11,002 $386K 0.02% +1,250 Timeline RCI ROGERS COMMUNICATIONS INC More: the full row for ROGERS COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,158 shares; 2024Q4: 10,158 shares; 2025Q1: 10,158 shares; 2025Q2: 10,158 shares; 2025Q3: 11,193 shares 11,193 $385K 0.02% +1,035 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,072 shares; 2024Q4: 2,072 shares; 2025Q1: 2,335 shares; 2025Q2: 2,707 shares; 2025Q3: 3,014 shares 3,014 $380K 0.02% +307 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: 3,151 shares; 2024Q4: 2,847 shares; 2025Q1: 2,847 shares; 2025Q2: 2,847 shares; 2025Q3: 2,847 shares 2,847 $373K 0.02% 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: not reported; 2025Q2: 4,610 shares; 2025Q3: 4,060 shares 4,060 $373K 0.02% -550 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: 6,869 shares; 2024Q4: 6,179 shares; 2025Q1: 5,516 shares; 2025Q2: 5,014 shares; 2025Q3: 4,494 shares 4,494 $369K 0.02% -520 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: 692 shares; 2024Q4: 754 shares; 2025Q1: 754 shares; 2025Q2: 754 shares; 2025Q3: 754 shares 754 $367K 0.02% 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: 2,215 shares; 2025Q3: 2,645 shares 2,645 $366K 0.02% +430 Timeline VBR 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: 1,760 shares; 2024Q4: 1,760 shares; 2025Q1: 1,750 shares; 2025Q2: 1,750 shares; 2025Q3: 1,750 shares 1,750 $365K 0.02% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291 shares; 2024Q4: not reported; 2025Q1: 315 shares; 2025Q2: 318 shares; 2025Q3: 338 shares 338 $365K 0.02% +20 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,308 shares; 2024Q4: 7,722 shares; 2025Q1: 8,160 shares; 2025Q2: 8,899 shares; 2025Q3: 9,293 shares 9,293 $364K 0.02% +394 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: 1,597 shares; 2024Q4: 1,597 shares; 2025Q1: 1,597 shares; 2025Q2: 1,650 shares; 2025Q3: 1,650 shares 1,650 $364K 0.02% 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: 425 shares; 2024Q4: 425 shares; 2025Q1: 446 shares; 2025Q2: 446 shares; 2025Q3: 470 shares 470 $363K 0.02% +24 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,112 shares; 2024Q4: 6,759 shares; 2025Q1: 6,154 shares; 2025Q2: 5,688 shares; 2025Q3: 5,688 shares 5,688 $360K 0.02% 0 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,156 shares; 2024Q4: 5,338 shares; 2025Q1: 5,338 shares; 2025Q2: 5,171 shares; 2025Q3: 5,372 shares 5,372 $360K 0.02% +201 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,952 shares; 2024Q4: 3,609 shares; 2025Q1: 3,470 shares; 2025Q2: 3,470 shares; 2025Q3: 3,470 shares 3,470 $360K 0.02% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,503 shares; 2024Q4: 4,121 shares; 2025Q1: 3,778 shares; 2025Q2: 3,531 shares; 2025Q3: 3,237 shares 3,237 $356K 0.02% -294 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: 1,358 shares; 2024Q4: 1,358 shares; 2025Q1: 1,358 shares; 2025Q2: 1,358 shares; 2025Q3: 1,358 shares 1,358 $354K 0.02% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,850 shares; 2024Q4: 2,998 shares; 2025Q1: 3,172 shares; 2025Q2: 3,424 shares; 2025Q3: 3,557 shares 3,557 $350K 0.02% +133 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,392 shares; 2024Q4: 7,601 shares; 2025Q1: 7,146 shares; 2025Q2: 7,146 shares; 2025Q3: 7,146 shares 7,146 $348K 0.02% 0 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,113 shares; 2024Q4: 3,847 shares; 2025Q1: not reported; 2025Q2: 3,497 shares; 2025Q3: 2,879 shares 2,879 $346K 0.02% -618 Timeline BTG B2GOLD CORP More: the full row for B2GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,000 shares; 2024Q4: 69,000 shares; 2025Q1: 69,000 shares; 2025Q2: 69,000 shares; 2025Q3: 69,000 shares 69,000 $341K 0.02% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,013 shares; 2024Q4: 7,858 shares; 2025Q1: 9,178 shares; 2025Q2: 11,032 shares; 2025Q3: 12,937 shares 12,937 $337K 0.02% +1,905 Timeline TU TELUS CORPORATION More: the full row for TELUS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,224 shares; 2024Q4: 22,224 shares; 2025Q1: 22,517 shares; 2025Q2: 22,292 shares; 2025Q3: 21,071 shares 21,071 $332K 0.02% -1,221 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,373 shares; 2024Q4: 3,373 shares; 2025Q1: 3,373 shares; 2025Q2: 3,373 shares; 2025Q3: 3,661 shares 3,661 $329K 0.02% +288 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,220 shares; 2024Q4: 3,948 shares; 2025Q1: 3,948 shares; 2025Q2: 3,948 shares; 2025Q3: 4,356 shares 4,356 $329K 0.02% +408 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: 343 shares; 2024Q4: 322 shares; 2025Q1: 342 shares; 2025Q2: 342 shares; 2025Q3: 342 shares 342 $326K 0.02% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,157 shares; 2024Q4: 4,366 shares; 2025Q1: 4,366 shares; 2025Q2: 3,991 shares; 2025Q3: 3,991 shares 3,991 $322K 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: 2,550 shares; 2024Q4: 2,550 shares; 2025Q1: 2,550 shares; 2025Q2: 2,550 shares; 2025Q3: 2,763 shares 2,763 $321K 0.02% +213 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 297 shares; 2024Q4: 331 shares; 2025Q1: 383 shares; 2025Q2: 461 shares; 2025Q3: 568 shares 568 $319K 0.02% +107 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: 1,196 shares; 2024Q4: 1,196 shares; 2025Q1: 1,196 shares; 2025Q2: 1,196 shares; 2025Q3: 1,169 shares 1,169 $319K 0.02% -27 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: 1,138 shares; 2024Q4: 1,138 shares; 2025Q1: 1,138 shares; 2025Q2: 1,078 shares; 2025Q3: 1,078 shares 1,078 $316K 0.02% 0 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,389 shares; 2024Q4: 2,389 shares; 2025Q1: 2,259 shares; 2025Q2: 2,491 shares; 2025Q3: 2,391 shares 2,391 $316K 0.02% -100 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,927 shares; 2024Q4: 4,419 shares; 2025Q1: 4,763 shares; 2025Q2: 5,540 shares; 2025Q3: 6,394 shares 6,394 $314K 0.02% +854 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,974 shares; 2024Q4: 1,974 shares; 2025Q1: 1,940 shares; 2025Q2: 1,940 shares; 2025Q3: 2,057 shares 2,057 $313K 0.02% +117 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 550 shares; 2025Q3: 505 shares 505 $311K 0.02% -45 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,918 shares; 2024Q4: 2,036 shares; 2025Q1: 2,036 shares; 2025Q2: 2,181 shares; 2025Q3: 2,181 shares 2,181 $304K 0.02% 0 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: 203 shares; 2024Q4: 203 shares; 2025Q1: 203 shares; 2025Q2: 2,894 shares; 2025Q3: 2,770 shares 2,770 $299K 0.02% -124 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: 1,381 shares; 2024Q4: 1,469 shares; 2025Q1: 1,469 shares; 2025Q2: 1,469 shares; 2025Q3: 1,544 shares 1,544 $297K 0.02% +75 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: 2,935 shares; 2024Q4: 2,935 shares; 2025Q1: 2,935 shares; 2025Q2: 2,935 shares; 2025Q3: 2,935 shares 2,935 $295K 0.02% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 356 shares; 2024Q4: 390 shares; 2025Q1: 426 shares; 2025Q2: 426 shares; 2025Q3: 426 shares 426 $291K 0.02% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 822 shares; 2025Q2: 869 shares; 2025Q3: 930 shares 930 $291K 0.02% +61 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,206 shares; 2024Q4: 1,206 shares; 2025Q1: 1,284 shares; 2025Q2: 1,284 shares; 2025Q3: 1,284 shares 1,284 $288K 0.02% 0 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: 1,613 shares; 2024Q4: 1,491 shares; 2025Q1: 1,494 shares; 2025Q2: 1,687 shares; 2025Q3: 1,687 shares 1,687 $288K 0.02% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,948 shares; 2024Q4: 2,948 shares; 2025Q1: 3,277 shares; 2025Q2: 3,277 shares; 2025Q3: 3,499 shares 3,499 $288K 0.02% +222 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,262 shares; 2024Q4: 2,262 shares; 2025Q1: 2,097 shares; 2025Q2: 1,930 shares; 2025Q3: 1,826 shares 1,826 $288K 0.02% -104 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,321 shares; 2024Q4: 1,512 shares; 2025Q1: 1,672 shares; 2025Q2: 1,862 shares; 2025Q3: 2,024 shares 2,024 $284K 0.02% +162 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,163 shares; 2025Q2: 8,163 shares; 2025Q3: 8,163 shares 8,163 $283K 0.02% 0 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR 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: 4,969 shares; 2025Q3: 5,350 shares 5,350 $280K 0.02% +381 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,502 shares; 2024Q4: 2,502 shares; 2025Q1: 2,502 shares; 2025Q2: 2,728 shares; 2025Q3: 2,728 shares 2,728 $280K 0.02% 0 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE 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: 2,687 shares; 2025Q2: 2,906 shares; 2025Q3: 2,906 shares 2,906 $274K 0.02% 0 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,471 shares; 2024Q4: 6,150 shares; 2025Q1: 6,150 shares; 2025Q2: 5,180 shares; 2025Q3: 4,645 shares 4,645 $273K 0.02% -535 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,950 shares; 2025Q2: 2,850 shares; 2025Q3: 2,850 shares 2,850 $271K 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: not reported; 2024Q4: 892 shares; 2025Q1: 941 shares; 2025Q2: 941 shares; 2025Q3: 941 shares 941 $270K 0.02% 0 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: 405 shares; 2024Q4: 384 shares; 2025Q1: 384 shares; 2025Q2: 354 shares; 2025Q3: 354 shares 354 $268K 0.02% 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: 1,895 shares; 2024Q4: 3,790 shares; 2025Q1: 3,373 shares; 2025Q2: 3,086 shares; 2025Q3: 2,878 shares 2,878 $268K 0.02% -208 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,641 shares; 2024Q4: 6,139 shares; 2025Q1: 7,184 shares; 2025Q2: 6,315 shares; 2025Q3: 5,762 shares 5,762 $267K 0.02% -553 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: 3,552 shares; 2024Q4: 3,756 shares; 2025Q1: 3,953 shares; 2025Q2: 3,953 shares; 2025Q3: 3,953 shares 3,953 $267K 0.02% 0 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: 1,848 shares; 2025Q2: 2,044 shares; 2025Q3: 2,326 shares 2,326 $266K 0.02% +282 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,316 shares; 2025Q3: 1,316 shares 1,316 $265K 0.02% 0 Timeline ISTB 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: 5,425 shares; 2025Q2: 5,425 shares; 2025Q3: 5,425 shares 5,425 $265K 0.02% 0 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,862 shares; 2025Q3: 6,639 shares 6,639 $265K 0.02% +777 Timeline PRFZ 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: 5,790 shares; 2024Q4: 5,790 shares; 2025Q1: 5,790 shares; 2025Q2: 5,790 shares; 2025Q3: 5,790 shares 5,790 $263K 0.02% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,714 shares; 2024Q4: 2,524 shares; 2025Q1: 2,337 shares; 2025Q2: 2,101 shares; 2025Q3: 1,952 shares 1,952 $260K 0.01% -149 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,756 shares; 2024Q4: 18,756 shares; 2025Q1: 20,649 shares; 2025Q2: 23,725 shares; 2025Q3: 26,075 shares 26,075 $258K 0.01% +2,350 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,405 shares 10,405 $256K 0.01% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,635 shares; 2024Q4: 1,512 shares; 2025Q1: 1,512 shares; 2025Q2: 1,528 shares; 2025Q3: 1,512 shares 1,512 $255K 0.01% -16 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,723 shares; 2024Q4: 2,723 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,560 shares 4,560 $252K 0.01% new 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: 260 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 264 shares 264 $252K 0.01% +14 Timeline PBF PBF ENERGY INC More: the full row for PBF ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,290 shares 8,290 $250K 0.01% new Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,380 shares; 2024Q4: 4,919 shares; 2025Q1: not reported; 2025Q2: 4,630 shares; 2025Q3: 4,630 shares 4,630 $246K 0.01% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 886 shares; 2025Q2: 946 shares; 2025Q3: 1,047 shares 1,047 $245K 0.01% +101 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,187 shares 2,187 $245K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 905 shares; 2025Q2: 905 shares; 2025Q3: 905 shares 905 $245K 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: 611 shares; 2024Q4: 550 shares; 2025Q1: 516 shares; 2025Q2: 493 shares; 2025Q3: 493 shares 493 $242K 0.01% 0 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: 990 shares; 2024Q4: 909 shares; 2025Q1: not reported; 2025Q2: 790 shares; 2025Q3: 734 shares 734 $242K 0.01% -56 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,764 shares; 2024Q4: 7,764 shares; 2025Q1: 6,986 shares; 2025Q2: 6,477 shares; 2025Q3: 6,477 shares 6,477 $241K 0.01% 0 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,083 shares; 2024Q4: 5,668 shares; 2025Q1: 5,668 shares; 2025Q2: 6,044 shares; 2025Q3: 6,044 shares 6,044 $237K 0.01% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,089 shares; 2024Q4: not reported; 2025Q1: 3,327 shares; 2025Q2: 3,327 shares; 2025Q3: 3,327 shares 3,327 $237K 0.01% 0 Timeline OVV OVINTIV INC More: the full row for OVINTIV 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: 5,852 shares 5,852 $236K 0.01% new Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 390 shares 390 $234K 0.01% new 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: 2,148 shares; 2024Q4: 2,285 shares; 2025Q1: 2,424 shares; 2025Q2: 2,424 shares; 2025Q3: 2,424 shares 2,424 $234K 0.01% 0 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: 2,350 shares; 2024Q4: 1,733 shares; 2025Q1: not reported; 2025Q2: 1,345 shares; 2025Q3: 1,187 shares 1,187 $233K 0.01% -158 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,873 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,979 shares; 2025Q3: 3,507 shares 3,507 $231K 0.01% +528 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: 3,144 shares; 2024Q4: 4,474 shares; 2025Q1: 4,001 shares; 2025Q2: 3,510 shares; 2025Q3: 3,077 shares 3,077 $231K 0.01% -433 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: 3,097 shares; 2024Q4: 2,860 shares; 2025Q1: 2,860 shares; 2025Q2: 2,860 shares; 2025Q3: 3,158 shares 3,158 $230K 0.01% +298 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: not reported; 2024Q4: 1,926 shares; 2025Q1: 2,169 shares; 2025Q2: not reported; 2025Q3: 2,770 shares 2,770 $230K 0.01% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,751 shares; 2024Q4: 1,653 shares; 2025Q1: 1,499 shares; 2025Q2: 1,366 shares; 2025Q3: 1,275 shares 1,275 $227K 0.01% -91 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: 6,077 shares; 2024Q4: 5,386 shares; 2025Q1: not reported; 2025Q2: 5,092 shares; 2025Q3: 5,092 shares 5,092 $227K 0.01% 0 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,945 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,945 shares 4,945 $227K 0.01% new Timeline M MACYS INC More: the full row for MACYS 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: 11,588 shares; 2025Q3: 12,629 shares 12,629 $226K 0.01% +1,041 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: 1,796 shares; 2024Q4: 1,796 shares; 2025Q1: 1,796 shares; 2025Q2: 1,796 shares; 2025Q3: 1,796 shares 1,796 $223K 0.01% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,041 shares; 2024Q4: 2,799 shares; 2025Q1: 2,660 shares; 2025Q2: 2,660 shares; 2025Q3: 2,660 shares 2,660 $222K 0.01% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,861 shares; 2024Q4: 1,861 shares; 2025Q1: 1,626 shares; 2025Q2: 1,329 shares; 2025Q3: 1,025 shares 1,025 $221K 0.01% -304 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,339 shares; 2024Q4: 1,255 shares; 2025Q1: 1,255 shares; 2025Q2: not reported; 2025Q3: 1,169 shares 1,169 $219K 0.01% new Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,451 shares; 2024Q4: 1,451 shares; 2025Q1: 1,392 shares; 2025Q2: 10,791 shares; 2025Q3: 1,699 shares 1,699 $219K 0.01% -9,092 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 530 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 624 shares; 2025Q3: 624 shares 624 $216K 0.01% 0 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE 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: 1,763 shares 1,763 $214K 0.01% new 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: not reported; 2025Q3: 1,434 shares 1,434 $213K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,497 shares; 2025Q2: not reported; 2025Q3: 1,497 shares 1,497 $212K 0.01% new Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,543 shares; 2024Q4: 2,411 shares; 2025Q1: not reported; 2025Q2: 1,597 shares; 2025Q3: 1,305 shares 1,305 $211K 0.01% -292 Timeline CLS CELESTICA INC More: the full row for CELESTICA 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: 855 shares 855 $210K 0.01% new Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,836 shares; 2025Q2: 15,248 shares; 2025Q3: 17,148 shares 17,148 $209K 0.01% +1,900 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,370 shares 2,370 $209K 0.01% new 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: 1,543 shares; 2024Q4: 1,632 shares; 2025Q1: 1,632 shares; 2025Q2: 1,632 shares; 2025Q3: 1,632 shares 1,632 $207K 0.01% 0 Timeline EZU 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,338 shares 3,338 $207K 0.01% new Timeline JBL JABIL INC More: the full row for JABIL 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: 1,120 shares; 2025Q3: 946 shares 946 $205K 0.01% -174 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,560 shares 8,560 $205K 0.01% new Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,480 shares; 2024Q4: 2,636 shares; 2025Q1: 2,636 shares; 2025Q2: not reported; 2025Q3: 2,468 shares 2,468 $205K 0.01% new Timeline RS RELIANCE INC More: the full row for RELIANCE 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: 725 shares; 2025Q2: 725 shares; 2025Q3: 725 shares 725 $204K 0.01% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,010 shares; 2024Q4: 7,647 shares; 2025Q1: 7,647 shares; 2025Q2: 8,167 shares; 2025Q3: 8,167 shares 8,167 $202K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,867 shares; 2025Q3: 3,136 shares 3,136 $201K 0.01% +269 Timeline KSS KOHLS CORP More: the full row for KOHLS 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: 12,700 shares; 2025Q3: 12,700 shares 12,700 $195K 0.01% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,281 shares; 2024Q4: 10,281 shares; 2025Q1: 10,281 shares; 2025Q2: 10,281 shares; 2025Q3: 10,281 shares 10,281 $178K 0.01% 0 Timeline PCG PG&E CORP More: the full row for PG&E 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: 11,421 shares 11,421 $172K 0.01% new Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,868 shares; 2025Q2: 12,806 shares; 2025Q3: 12,806 shares 12,806 $169K 0.01% 0 Timeline OGI ORGANIGRAM GLOBAL INC More: the full row for ORGANIGRAM GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,103 shares; 2025Q3: 54,579 shares 54,579 $111K 0.01% +17,476 Timeline HTZ HERTZ GLOBAL HLDGS INC More: the full row for HERTZ GLOBAL 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: 13,049 shares; 2025Q1: 13,049 shares; 2025Q2: 13,049 shares; 2025Q3: 13,049 shares 13,049 $88.7K 0.01% 0 Timeline GT GOODYEAR TIRE & RUBR CO More: the full row for GOODYEAR TIRE & RUBR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,822 shares; 2025Q1: 10,822 shares; 2025Q2: 10,822 shares; 2025Q3: 10,822 shares 10,822 $80.9K <0.01% 0 Timeline NWL NEWELL BRANDS INC More: the full row for NEWELL BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,022 shares; 2025Q3: 13,022 shares 13,022 $68.2K <0.01% 0 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,771 shares; 2024Q4: 10,771 shares; 2025Q1: 10,771 shares; 2025Q2: 10,771 shares; 2025Q3: 10,771 shares 10,771 $54.6K <0.01% 0 Timeline XRX XEROX HOLDINGS CORP More: the full row for XEROX HOLDINGS 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: 10,804 shares; 2025Q3: 14,505 shares 14,505 $54.5K <0.01% +3,701 Timeline CYH COMMUNITY HEALTH SYS INC NEW More: the full row for COMMUNITY HEALTH SYS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,355 shares 14,355 $46.1K <0.01% new Timeline