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: 274,452 shares; 2024Q4: 257,797 shares; 2025Q1: 268,671 shares; 2025Q2: 241,315 shares; 2025Q3: 250,777 shares 250,777 $46.8M 6.12% +9,462 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: 147,729 shares; 2024Q4: 147,576 shares; 2025Q1: 131,011 shares; 2025Q2: 132,193 shares; 2025Q3: 136,848 shares 136,848 $33.3M 4.35% +4,655 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 118,445 shares; 2025Q1: 191,915 shares; 2025Q2: 197,855 shares; 2025Q3: 196,008 shares 196,008 $28.6M 3.74% -1,847 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: 47,586 shares; 2024Q4: 47,062 shares; 2025Q1: 39,674 shares; 2025Q2: 35,808 shares; 2025Q3: 37,674 shares 37,674 $27.7M 3.62% +1,866 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,925 shares; 2024Q4: 4,427 shares; 2025Q1: 22,353 shares; 2025Q2: 37,814 shares; 2025Q3: 37,907 shares 37,907 $26.5M 3.46% +93 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: 519,439 shares; 2024Q4: 536,611 shares; 2025Q1: 550,344 shares; 2025Q2: 563,058 shares; 2025Q3: 532,918 shares 532,918 $26M 3.4% -30,140 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: 47,106 shares; 2024Q4: 47,159 shares; 2025Q1: 45,961 shares; 2025Q2: 49,065 shares; 2025Q3: 48,925 shares 48,925 $24.6M 3.22% -140 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: 109,732 shares; 2024Q4: 109,124 shares; 2025Q1: 103,166 shares; 2025Q2: 89,366 shares; 2025Q3: 89,235 shares 89,235 $22M 2.88% -131 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: 39,589 shares; 2024Q4: 39,577 shares; 2025Q1: 38,820 shares; 2025Q2: 38,349 shares; 2025Q3: 38,203 shares 38,203 $21.7M 2.84% -146 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: 104,350 shares; 2024Q4: 104,012 shares; 2025Q1: 98,410 shares; 2025Q2: 98,369 shares; 2025Q3: 97,855 shares 97,855 $21.5M 2.81% -514 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304,168 shares; 2024Q4: 306,151 shares; 2025Q1: 312,094 shares; 2025Q2: 309,943 shares; 2025Q3: 309,657 shares 309,657 $20.8M 2.73% -286 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: 32,032 shares; 2024Q4: 32,103 shares; 2025Q1: 31,983 shares; 2025Q2: 29,650 shares; 2025Q3: 29,789 shares 29,789 $20.3M 2.66% +139 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: 22,271 shares; 2024Q4: 22,448 shares; 2025Q1: 24,622 shares; 2025Q2: 24,130 shares; 2025Q3: 21,950 shares 21,950 $20.3M 2.66% -2,180 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: 83,976 shares; 2024Q4: 83,386 shares; 2025Q1: 77,209 shares; 2025Q2: 77,258 shares; 2025Q3: 76,712 shares 76,712 $19.5M 2.55% -546 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,571 shares; 2024Q4: 38,744 shares; 2025Q1: 38,747 shares; 2025Q2: 38,909 shares; 2025Q3: 38,679 shares 38,679 $19.1M 2.5% -230 Timeline TIP 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: 146,651 shares; 2024Q4: 149,556 shares; 2025Q1: 157,585 shares; 2025Q2: 161,155 shares; 2025Q3: 162,866 shares 162,866 $18.1M 2.37% +1,711 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,366 shares; 2024Q4: 30,577 shares; 2025Q1: 39,911 shares; 2025Q2: 39,982 shares; 2025Q3: 40,007 shares 40,007 $17.9M 2.34% +25 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,267 shares; 2024Q4: 8,261 shares; 2025Q1: 8,248 shares; 2025Q2: 52,045 shares; 2025Q3: 83,665 shares 83,665 $17.2M 2.25% +31,620 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 437,251 shares; 2024Q4: 435,886 shares; 2025Q1: 426,427 shares; 2025Q2: 426,240 shares; 2025Q3: 425,833 shares 425,833 $16.7M 2.18% -407 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,989 shares; 2024Q4: 3,011 shares; 2025Q1: 23,541 shares; 2025Q2: 23,697 shares; 2025Q3: 23,614 shares 23,614 $15.3M 2.01% -83 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 326,708 shares; 2024Q4: 330,316 shares; 2025Q1: 410,060 shares; 2025Q2: 417,216 shares; 2025Q3: 338,161 shares 338,161 $15.2M 1.99% -79,055 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: 3,072 shares; 2024Q4: 2,993 shares; 2025Q1: 2,257 shares; 2025Q2: 2,253 shares; 2025Q3: 2,248 shares 2,248 $12.1M 1.59% -5 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,416 shares; 2024Q4: 211,823 shares; 2025Q1: 220,221 shares; 2025Q2: 225,598 shares; 2025Q3: 217,291 shares 217,291 $12.1M 1.58% -8,307 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,351 shares; 2024Q4: 363,233 shares; 2025Q1: 202,871 shares; 2025Q2: 201,582 shares; 2025Q3: 200,921 shares 200,921 $11.4M 1.49% -661 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 473,409 shares; 2024Q4: 482,718 shares; 2025Q1: 494,278 shares; 2025Q2: 514,191 shares; 2025Q3: 520,915 shares 520,915 $10.9M 1.43% +6,724 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,935 shares; 2024Q4: 54,681 shares; 2025Q1: 81,911 shares; 2025Q2: 70,271 shares; 2025Q3: 69,335 shares 69,335 $9.93M 1.3% -936 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: 99,588 shares; 2024Q4: 101,627 shares; 2025Q1: 103,877 shares; 2025Q2: 106,650 shares; 2025Q3: 97,635 shares 97,635 $9.29M 1.21% -9,015 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,362 shares; 2024Q4: 5,249 shares; 2025Q1: 5,156 shares; 2025Q2: 8,359 shares; 2025Q3: 8,370 shares 8,370 $6.91M 0.9% +11 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: 23,258 shares; 2024Q4: 22,878 shares; 2025Q1: 21,950 shares; 2025Q2: 20,293 shares; 2025Q3: 27,578 shares 27,578 $6.79M 0.89% +7,285 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: 11,988 shares; 2024Q4: 12,483 shares; 2025Q1: 12,883 shares; 2025Q2: 12,452 shares; 2025Q3: 12,792 shares 12,792 $6.63M 0.87% +340 Timeline PFF 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: 76,572 shares; 2025Q1: 183,393 shares; 2025Q2: 198,035 shares; 2025Q3: 200,300 shares 200,300 $6.33M 0.83% +2,265 Timeline RAVI FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,377 shares; 2024Q4: 70,597 shares; 2025Q1: 72,002 shares; 2025Q2: 73,496 shares; 2025Q3: 74,502 shares 74,502 $5.63M 0.74% +1,006 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 349,116 shares; 2024Q4: 193,400 shares; 2025Q1: 374,945 shares; 2025Q2: 399,602 shares; 2025Q3: 404,450 shares 404,450 $5.43M 0.71% +4,848 Timeline TMV DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,673 shares; 2024Q4: 139,881 shares; 2025Q1: 142,138 shares; 2025Q2: 141,974 shares; 2025Q3: 143,168 shares 143,168 $5.02M 0.66% +1,194 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: 44,633 shares; 2024Q4: 45,595 shares; 2025Q1: 47,750 shares; 2025Q2: 46,929 shares; 2025Q3: 51,796 shares 51,796 $4.75M 0.62% +4,867 Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,454 shares; 2024Q4: 70,242 shares; 2025Q1: 57,299 shares; 2025Q2: 59,800 shares; 2025Q3: 61,929 shares 61,929 $4.53M 0.59% +2,129 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,743 shares; 2024Q4: 42,566 shares; 2025Q1: 44,481 shares; 2025Q2: 43,617 shares; 2025Q3: 43,980 shares 43,980 $4.43M 0.58% +363 Timeline USFR 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: 81,192 shares; 2024Q4: 82,677 shares; 2025Q1: 84,483 shares; 2025Q2: 85,876 shares; 2025Q3: 86,892 shares 86,892 $4.37M 0.57% +1,016 Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,837 shares; 2024Q4: 6,789 shares; 2025Q1: 18,536 shares; 2025Q2: 25,391 shares; 2025Q3: 26,343 shares 26,343 $3.92M 0.51% +952 Timeline CWB 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: 41,911 shares; 2024Q4: 42,495 shares; 2025Q1: 42,918 shares; 2025Q2: 43,267 shares; 2025Q3: 43,130 shares 43,130 $3.9M 0.51% -137 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: 6,820 shares; 2024Q4: 6,831 shares; 2025Q1: 5,851 shares; 2025Q2: 5,829 shares; 2025Q3: 5,784 shares 5,784 $3.87M 0.51% -45 Timeline HYG 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: 38,761 shares; 2024Q4: 39,383 shares; 2025Q1: 40,098 shares; 2025Q2: 40,754 shares; 2025Q3: 41,403 shares 41,403 $3.36M 0.44% +649 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: 26,516 shares; 2024Q4: 26,636 shares; 2025Q1: 27,962 shares; 2025Q2: 28,197 shares; 2025Q3: 27,988 shares 27,988 $3.16M 0.41% -209 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,066 shares; 2025Q3: 23,291 shares 23,291 $2.88M 0.38% -775 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,312 shares; 2024Q4: 31,972 shares; 2025Q1: 17,150 shares; 2025Q2: 14,696 shares; 2025Q3: 15,450 shares 15,450 $2.82M 0.37% +754 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,643 shares; 2025Q3: 16,543 shares 16,543 $2.77M 0.36% -100 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,277 shares; 2024Q4: 14,436 shares; 2025Q1: 25,495 shares; 2025Q2: 27,225 shares; 2025Q3: 28,785 shares 28,785 $2.7M 0.35% +1,560 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS 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: 8,606 shares; 2025Q1: 8,634 shares; 2025Q2: 37,152 shares; 2025Q3: 39,200 shares 39,200 $2.7M 0.35% +2,048 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: 1,651 shares; 2024Q4: 8,146 shares; 2025Q1: 8,228 shares; 2025Q2: 9,052 shares; 2025Q3: 9,634 shares 9,634 $2.69M 0.35% +582 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: 6,490 shares; 2024Q4: 6,506 shares; 2025Q1: 6,845 shares; 2025Q2: 6,753 shares; 2025Q3: 6,625 shares 6,625 $2.68M 0.35% -128 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,666 shares; 2025Q2: 8,600 shares; 2025Q3: 8,469 shares 8,469 $2.67M 0.35% -131 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,695 shares; 2024Q4: 1,606 shares; 2025Q1: 3,043 shares; 2025Q2: 2,784 shares; 2025Q3: 2,790 shares 2,790 $2.61M 0.34% +6 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,276 shares; 2024Q4: 33,434 shares; 2025Q1: 35,023 shares; 2025Q2: 34,876 shares; 2025Q3: 34,379 shares 34,379 $2.6M 0.34% -497 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,324 shares; 2024Q4: 27,426 shares; 2025Q1: 29,382 shares; 2025Q2: 57,916 shares; 2025Q3: 52,454 shares 52,454 $2.57M 0.34% -5,462 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: 2,407 shares; 2024Q4: 2,425 shares; 2025Q1: 2,641 shares; 2025Q2: 2,664 shares; 2025Q3: 2,615 shares 2,615 $2.53M 0.33% -49 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,922 shares; 2024Q4: 11,814 shares; 2025Q1: 11,909 shares; 2025Q2: 11,715 shares; 2025Q3: 11,328 shares 11,328 $2.47M 0.32% -387 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: 7,286 shares; 2024Q4: 7,328 shares; 2025Q1: 7,528 shares; 2025Q2: 7,120 shares; 2025Q3: 7,019 shares 7,019 $2.43M 0.32% -101 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,727 shares; 2025Q3: 12,573 shares 12,573 $2.36M 0.31% -154 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,247 shares; 2024Q4: 10,339 shares; 2025Q1: 11,500 shares; 2025Q2: 12,792 shares; 2025Q3: 12,581 shares 12,581 $2.35M 0.31% -211 Timeline TTT PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,236 shares; 2024Q4: 33,528 shares; 2025Q1: 33,444 shares; 2025Q2: 33,283 shares; 2025Q3: 33,258 shares 33,258 $2.28M 0.3% -25 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55,456 shares 55,456 $2.27M 0.3% new 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: not reported; 2024Q4: not reported; 2025Q1: 8,131 shares; 2025Q2: 8,208 shares; 2025Q3: 8,111 shares 8,111 $2.26M 0.3% -97 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,338 shares 6,338 $2.25M 0.29% 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: 12,352 shares; 2025Q1: 12,512 shares; 2025Q2: 14,147 shares; 2025Q3: 15,152 shares 15,152 $2.25M 0.29% +1,005 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: 16,894 shares; 2024Q4: 16,967 shares; 2025Q1: 17,686 shares; 2025Q2: 17,001 shares; 2025Q3: 16,806 shares 16,806 $2.25M 0.29% -195 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,931 shares; 2024Q4: 6,013 shares; 2025Q1: 6,011 shares; 2025Q2: 6,200 shares; 2025Q3: 6,168 shares 6,168 $2.25M 0.29% -32 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,939 shares; 2024Q4: 4,021 shares; 2025Q1: 4,028 shares; 2025Q2: 4,265 shares; 2025Q3: 4,259 shares 4,259 $2.19M 0.29% -6 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: not reported; 2024Q4: 4,395 shares; 2025Q1: 4,962 shares; 2025Q2: 5,205 shares; 2025Q3: 5,071 shares 5,071 $2.14M 0.28% -134 Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,347 shares; 2024Q4: 57,566 shares; 2025Q1: 58,156 shares; 2025Q2: 61,170 shares; 2025Q3: 61,415 shares 61,415 $2.05M 0.27% +245 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,426 shares; 2024Q4: 3,327 shares; 2025Q1: 3,299 shares; 2025Q2: 2,763 shares; 2025Q3: 2,751 shares 2,751 $1.97M 0.26% -12 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,583 shares; 2025Q2: 8,282 shares; 2025Q3: 8,290 shares 8,290 $1.91M 0.25% +8 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,539 shares; 2025Q3: 3,842 shares 3,842 $1.88M 0.25% +303 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,400 shares; 2025Q3: 1,513 shares 1,513 $1.81M 0.24% +113 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: 7,453 shares; 2024Q4: 7,445 shares; 2025Q1: 7,302 shares; 2025Q2: 7,302 shares; 2025Q3: 7,301 shares 7,301 $1.78M 0.23% -1 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: 5,909 shares; 2024Q4: 6,011 shares; 2025Q1: 6,108 shares; 2025Q2: 7,167 shares; 2025Q3: 7,196 shares 7,196 $1.76M 0.23% +29 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: 3,236 shares; 2024Q4: 1,790 shares; 2025Q1: 1,826 shares; 2025Q2: 1,901 shares; 2025Q3: 1,910 shares 1,910 $1.76M 0.23% +9 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: 6,419 shares; 2024Q4: 6,442 shares; 2025Q1: 6,846 shares; 2025Q2: 6,931 shares; 2025Q3: 6,891 shares 6,891 $1.7M 0.22% -40 Timeline ACWX 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: 23,254 shares; 2024Q4: 23,563 shares; 2025Q1: 23,873 shares; 2025Q2: 25,886 shares; 2025Q3: 26,053 shares 26,053 $1.69M 0.22% +167 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,020 shares; 2024Q4: 10,960 shares; 2025Q1: 10,529 shares; 2025Q2: 10,396 shares; 2025Q3: 10,285 shares 10,285 $1.69M 0.22% -111 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,424 shares; 2024Q4: 9,417 shares; 2025Q1: 9,552 shares; 2025Q2: 10,003 shares; 2025Q3: 10,028 shares 10,028 $1.68M 0.22% +25 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,669 shares; 2024Q4: 9,747 shares; 2025Q1: 9,647 shares; 2025Q2: 9,284 shares; 2025Q3: 9,322 shares 9,322 $1.66M 0.22% +38 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,327 shares; 2024Q4: 5,425 shares; 2025Q1: 5,441 shares; 2025Q2: 5,551 shares; 2025Q3: 5,566 shares 5,566 $1.66M 0.22% +15 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,985 shares 7,985 $1.64M 0.21% new Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,051 shares; 2024Q4: 26,493 shares; 2025Q1: 26,555 shares; 2025Q2: 27,042 shares; 2025Q3: 27,191 shares 27,191 $1.6M 0.21% +149 Timeline ODD ODDITY TECH LTD More: the full row for ODDITY TECH LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,370 shares; 2025Q3: 25,560 shares 25,560 $1.59M 0.21% +190 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS 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: 35,092 shares; 2025Q3: 35,397 shares 35,397 $1.46M 0.19% +305 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,142 shares; 2024Q4: 7,256 shares; 2025Q1: 7,264 shares; 2025Q2: 7,589 shares; 2025Q3: 7,645 shares 7,645 $1.44M 0.19% +56 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,029 shares; 2025Q2: 38,302 shares; 2025Q3: 38,454 shares 38,454 $1.4M 0.18% +152 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: 17,722 shares; 2024Q4: 18,068 shares; 2025Q1: 18,114 shares; 2025Q2: 18,886 shares; 2025Q3: 19,038 shares 19,038 $1.39M 0.18% +152 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,070 shares; 2024Q4: 11,194 shares; 2025Q1: 11,373 shares; 2025Q2: 13,567 shares; 2025Q3: 15,007 shares 15,007 $1.36M 0.18% +1,440 Timeline ADMA ADMA BIOLOGICS INC More: the full row for ADMA BIOLOGICS 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: 90,821 shares; 2025Q3: 91,486 shares 91,486 $1.34M 0.18% +665 Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,940 shares; 2024Q4: 4,909 shares; 2025Q1: 4,894 shares; 2025Q2: 7,073 shares; 2025Q3: 4,142 shares 4,142 $1.33M 0.17% -2,931 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,359 shares; 2024Q4: 3,414 shares; 2025Q1: 3,430 shares; 2025Q2: 3,000 shares; 2025Q3: 3,010 shares 3,010 $1.28M 0.17% +10 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,778 shares; 2024Q4: 31,164 shares; 2025Q1: 31,148 shares; 2025Q2: 32,374 shares; 2025Q3: 32,700 shares 32,700 $1.22M 0.16% +326 Timeline CWAN CLEARWATER ANALYTICS HLDGS I More: the full row for CLEARWATER ANALYTICS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,259 shares; 2024Q4: 60,748 shares; 2025Q1: 60,777 shares; 2025Q2: 65,627 shares; 2025Q3: 66,184 shares 66,184 $1.19M 0.16% +557 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,820 shares; 2024Q4: 21,050 shares; 2025Q1: 11,369 shares; 2025Q2: 11,256 shares; 2025Q3: 11,337 shares 11,337 $1.15M 0.15% +81 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,874 shares; 2024Q4: 7,056 shares; 2025Q1: 7,067 shares; 2025Q2: 7,610 shares; 2025Q3: 7,685 shares 7,685 $1.08M 0.14% +75 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,348 shares; 2024Q4: 20,748 shares; 2025Q1: 20,890 shares; 2025Q2: 21,956 shares; 2025Q3: 22,184 shares 22,184 $1.07M 0.14% +228 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,226 shares 10,226 $1.02M 0.13% new Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,888 shares; 2024Q4: 2,955 shares; 2025Q1: 2,993 shares; 2025Q2: 3,239 shares; 2025Q3: 3,275 shares 3,275 $1.02M 0.13% +36 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: 1,502 shares; 2024Q4: 1,502 shares; 2025Q1: 1,502 shares; 2025Q2: 1,502 shares; 2025Q3: 1,502 shares 1,502 $1M 0.13% 0 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,964 shares; 2024Q4: 2,008 shares; 2025Q1: 2,029 shares; 2025Q2: 2,115 shares; 2025Q3: 2,139 shares 2,139 $958K 0.13% +24 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT 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: 8,109 shares; 2025Q3: 8,190 shares 8,190 $891K 0.12% +81 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,087 shares; 2025Q1: 1,905 shares; 2025Q2: 3,134 shares; 2025Q3: 3,101 shares 3,101 $837K 0.11% -33 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,445 shares; 2024Q4: 14,476 shares; 2025Q1: 12,173 shares; 2025Q2: 16,040 shares; 2025Q3: 15,884 shares 15,884 $698K 0.09% -156 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,940 shares; 2024Q4: 1,940 shares; 2025Q1: 1,468 shares; 2025Q2: 1,468 shares; 2025Q3: 1,468 shares 1,468 $681K 0.09% 0 Timeline ACMR ACM RESH INC More: the full row for ACM RESH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,674 shares; 2024Q4: 17,149 shares; 2025Q1: 16,823 shares; 2025Q2: 17,143 shares; 2025Q3: 17,125 shares 17,125 $670K 0.09% -18 Timeline CAVA CAVA GROUP INC More: the full row for CAVA 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: 9,508 shares; 2025Q1: 9,755 shares; 2025Q2: 10,815 shares; 2025Q3: 10,986 shares 10,986 $664K 0.09% +171 Timeline IRMD IRADIMED CORP More: the full row for IRADIMED CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,003 shares; 2024Q4: 10,002 shares; 2025Q1: 9,503 shares; 2025Q2: 9,257 shares; 2025Q3: 9,204 shares 9,204 $655K 0.09% -53 Timeline CAMT CAMTEK LTD More: the full row for CAMTEK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,054 shares; 2025Q3: 6,022 shares 6,022 $633K 0.08% -32 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: 2,104 shares; 2024Q4: 2,104 shares; 2025Q1: 2,204 shares; 2025Q2: 2,104 shares; 2025Q3: 2,104 shares 2,104 $592K 0.08% 0 Timeline COCO VITA COCO CO INC More: the full row for VITA COCO CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,472 shares; 2024Q4: 8,365 shares; 2025Q1: 13,390 shares; 2025Q2: 13,904 shares; 2025Q3: 13,821 shares 13,821 $587K 0.08% -83 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,443 shares; 2024Q4: 12,300 shares; 2025Q1: 11,376 shares; 2025Q2: 7,002 shares; 2025Q3: 7,002 shares 7,002 $582K 0.08% 0 Timeline NSSC NAPCO SEC TECHNOLOGIES INC More: the full row for NAPCO SEC TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,267 shares; 2024Q4: 11,422 shares; 2025Q1: 11,012 shares; 2025Q2: 13,164 shares; 2025Q3: 13,164 shares 13,164 $565K 0.07% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,327 shares; 2024Q4: 1,328 shares; 2025Q1: 1,308 shares; 2025Q2: 1,308 shares; 2025Q3: 1,609 shares 1,609 $549K 0.07% +301 Timeline MGRC MCGRATH RENTCORP More: the full row for MCGRATH RENTCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,610 shares; 2024Q4: 4,637 shares; 2025Q1: 4,457 shares; 2025Q2: 4,556 shares; 2025Q3: 4,556 shares 4,556 $534K 0.07% 0 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,544 shares; 2024Q4: 5,671 shares; 2025Q1: 5,447 shares; 2025Q2: 5,674 shares; 2025Q3: 5,674 shares 5,674 $530K 0.07% 0 Timeline VITL VITAL FARMS INC More: the full row for VITAL FARMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,879 shares; 2024Q4: 12,433 shares; 2025Q1: 11,881 shares; 2025Q2: 12,551 shares; 2025Q3: 12,551 shares 12,551 $516K 0.07% 0 Timeline WGS GENEDX HOLDINGS CORP More: the full row for GENEDX 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: 4,770 shares; 2025Q3: 4,770 shares 4,770 $514K 0.07% 0 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,606 shares; 2025Q1: not reported; 2025Q2: 1,481 shares; 2025Q3: 1,464 shares 1,464 $497K 0.07% -17 Timeline CRC CALIFORNIA RES CORP More: the full row for CALIFORNIA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,963 shares; 2024Q4: 9,042 shares; 2025Q1: 8,636 shares; 2025Q2: 9,196 shares; 2025Q3: 9,192 shares 9,192 $489K 0.06% -4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,621 shares; 2025Q3: 1,621 shares 1,621 $488K 0.06% 0 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,387 shares; 2024Q4: 1,396 shares; 2025Q1: not reported; 2025Q2: 1,528 shares; 2025Q3: 1,522 shares 1,522 $479K 0.06% -6 Timeline AGYS AGILYSYS INC More: the full row for AGILYSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,506 shares; 2024Q4: 4,501 shares; 2025Q1: 4,347 shares; 2025Q2: 4,514 shares; 2025Q3: 4,513 shares 4,513 $475K 0.06% -1 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,570 shares; 2024Q4: 6,318 shares; 2025Q1: 5,623 shares; 2025Q2: 11,030 shares; 2025Q3: 11,280 shares 11,280 $474K 0.06% +250 Timeline DAVE DAVE INC More: the full row for DAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,355 shares; 2025Q3: 2,352 shares 2,352 $469K 0.06% -3 Timeline CPRX CATALYST PHARMACEUTICALS INC More: the full row for CATALYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,067 shares; 2024Q4: 27,039 shares; 2025Q1: 25,844 shares; 2025Q2: 23,333 shares; 2025Q3: 23,333 shares 23,333 $460K 0.06% 0 Timeline SKWD SKYWARD SPECIALTY INS GROUP More: the full row for SKYWARD SPECIALTY INS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,783 shares; 2024Q4: 6,712 shares; 2025Q1: 6,138 shares; 2025Q2: 9,586 shares; 2025Q3: 9,567 shares 9,567 $455K 0.06% -19 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,109 shares; 2024Q4: 8,061 shares; 2025Q1: 7,098 shares; 2025Q2: 11,182 shares; 2025Q3: 11,444 shares 11,444 $452K 0.06% +262 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,611 shares; 2024Q4: 4,635 shares; 2025Q1: 4,505 shares; 2025Q2: 4,493 shares; 2025Q3: 4,517 shares 4,517 $451K 0.06% +24 Timeline PGF 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: 407,643 shares; 2024Q4: 250,510 shares; 2025Q1: 29,181 shares; 2025Q2: 29,181 shares; 2025Q3: 28,617 shares 28,617 $418K 0.05% -564 Timeline UFPT UFP TECHNOLOGIES INC More: the full row for UFP TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,166 shares; 2024Q4: 1,157 shares; 2025Q1: 1,051 shares; 2025Q2: 2,065 shares; 2025Q3: 2,065 shares 2,065 $412K 0.05% 0 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,343 shares; 2024Q4: 5,405 shares; 2025Q1: 5,210 shares; 2025Q2: 5,472 shares; 2025Q3: 5,503 shares 5,503 $403K 0.05% +31 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,795 shares; 2024Q4: 1,668 shares; 2025Q1: 1,584 shares; 2025Q2: 1,666 shares; 2025Q3: 1,655 shares 1,655 $402K 0.05% -11 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: 692 shares; 2024Q4: 692 shares; 2025Q1: 692 shares; 2025Q2: 656 shares; 2025Q3: 653 shares 653 $400K 0.05% -3 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,079 shares; 2024Q4: 969 shares; 2025Q1: 933 shares; 2025Q2: 784 shares; 2025Q3: 784 shares 784 $379K 0.05% 0 HRMY HARMONY BIOSCIENCES HLDGS IN More: the full row for HARMONY BIOSCIENCES HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,304 shares; 2024Q4: 13,396 shares; 2025Q1: 12,911 shares; 2025Q2: 13,641 shares; 2025Q3: 13,641 shares 13,641 $376K 0.05% 0 Timeline TGLS TECNOGLASS INC More: the full row for TECNOGLASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,488 shares; 2025Q3: 5,488 shares 5,488 $367K 0.05% 0 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,464 shares; 2024Q4: 1,410 shares; 2025Q1: 1,287 shares; 2025Q2: 1,210 shares; 2025Q3: 1,195 shares 1,195 $364K 0.05% -15 Timeline VSS 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: 1,963 shares; 2024Q4: 1,963 shares; 2025Q1: 2,009 shares; 2025Q2: 2,446 shares; 2025Q3: 2,471 shares 2,471 $352K 0.05% +25 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,641 shares; 2024Q4: 10,558 shares; 2025Q1: 11,229 shares; 2025Q2: 2,632 shares; 2025Q3: 2,621 shares 2,621 $347K 0.05% -11 Timeline STEP STEPSTONE GROUP INC More: the full row for STEPSTONE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,467 shares; 2024Q4: 31,798 shares; 2025Q1: 32,066 shares; 2025Q2: 5,237 shares; 2025Q3: 5,237 shares 5,237 $342K 0.04% 0 Timeline NSIT INSIGHT ENTERPRISES INC More: the full row for INSIGHT ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,937 shares; 2024Q4: 2,857 shares; 2025Q1: 2,745 shares; 2025Q2: 2,973 shares; 2025Q3: 2,973 shares 2,973 $337K 0.04% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 785 shares; 2024Q4: 785 shares; 2025Q1: 785 shares; 2025Q2: 785 shares; 2025Q3: 785 shares 785 $331K 0.04% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,747 shares; 2025Q3: 6,144 shares 6,144 $328K 0.04% +397 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,454 shares; 2024Q4: 1,372 shares; 2025Q1: 1,239 shares; 2025Q2: 1,108 shares; 2025Q3: 731 shares 731 $325K 0.04% -377 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,968 shares; 2024Q4: 6,455 shares; 2025Q1: 6,613 shares; 2025Q2: 2,577 shares; 2025Q3: 2,603 shares 2,603 $314K 0.04% +26 Timeline AMPH AMPHASTAR PHARMACEUTICALS IN More: the full row for AMPHASTAR PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,952 shares; 2024Q4: 10,078 shares; 2025Q1: 9,888 shares; 2025Q2: 11,429 shares; 2025Q3: 11,628 shares 11,628 $310K 0.04% +199 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: 3,649 shares; 2024Q4: 3,649 shares; 2025Q1: 3,949 shares; 2025Q2: 3,649 shares; 2025Q3: 3,649 shares 3,649 $309K 0.04% 0 Timeline HG HAMILTON INSURANCE GROUP LTD More: the full row for HAMILTON INSURANCE GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,545 shares; 2025Q1: 13,291 shares; 2025Q2: 12,431 shares; 2025Q3: 12,294 shares 12,294 $305K 0.04% -137 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,073 shares; 2024Q4: 3,073 shares; 2025Q1: 2,583 shares; 2025Q2: 2,486 shares; 2025Q3: 2,486 shares 2,486 $295K 0.04% 0 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,936 shares; 2024Q4: 1,903 shares; 2025Q1: 1,756 shares; 2025Q2: 1,625 shares; 2025Q3: 1,556 shares 1,556 $291K 0.04% -69 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,097 shares; 2024Q4: 1,097 shares; 2025Q1: 1,097 shares; 2025Q2: 1,097 shares; 2025Q3: 1,012 shares 1,012 $286K 0.04% -85 Timeline AMSC AMERICAN SUPERCONDUCTOR CORP More: the full row for AMERICAN SUPERCONDUCTOR 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: 4,632 shares 4,632 $275K 0.04% new Timeline IJS 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: 2,926 shares; 2024Q4: 3,234 shares; 2025Q1: 3,187 shares; 2025Q2: 2,404 shares; 2025Q3: 2,412 shares 2,412 $267K 0.03% +8 Timeline IVE 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: 2,880 shares; 2024Q4: 2,735 shares; 2025Q1: 2,771 shares; 2025Q2: 1,237 shares; 2025Q3: 1,246 shares 1,246 $257K 0.03% +9 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: 270 shares; 2024Q4: 270 shares; 2025Q1: 270 shares; 2025Q2: 270 shares; 2025Q3: 270 shares 270 $257K 0.03% 0 Timeline MHO M/I HOMES INC More: the full row for M/I HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,042 shares; 2024Q4: 2,022 shares; 2025Q1: 1,887 shares; 2025Q2: not reported; 2025Q3: 1,777 shares 1,777 $257K 0.03% new Timeline ETD ETHAN ALLEN INTERIORS INC More: the full row for ETHAN ALLEN INTERIORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,978 shares; 2024Q4: 7,202 shares; 2025Q1: 7,318 shares; 2025Q2: 8,639 shares; 2025Q3: 8,641 shares 8,641 $255K 0.03% +2 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,591 shares; 2024Q4: 53,296 shares; 2025Q1: 51,943 shares; 2025Q2: 4,720 shares; 2025Q3: 4,720 shares 4,720 $254K 0.03% 0 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: not reported; 2024Q4: 1,705 shares; 2025Q1: 1,577 shares; 2025Q2: 1,613 shares; 2025Q3: 1,601 shares 1,601 $252K 0.03% -12 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: 404 shares; 2025Q3: 404 shares 404 $248K 0.03% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,951 shares; 2024Q4: 3,194 shares; 2025Q1: 475 shares; 2025Q2: 633 shares; 2025Q3: 631 shares 631 $247K 0.03% -2 Timeline AEHR AEHR TEST SYS More: the full row for AEHR TEST SYS Quarterly shares; 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: 8,074 shares 8,074 $243K 0.03% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 530 shares; 2025Q2: 499 shares; 2025Q3: 499 shares 499 $237K 0.03% 0 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,125 shares; 2024Q4: 2,103 shares; 2025Q1: 2,126 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares 2,500 $234K 0.03% 0 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 588 shares; 2024Q4: 594 shares; 2025Q1: 594 shares; 2025Q2: 770 shares; 2025Q3: 770 shares 770 $231K 0.03% 0 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,320 shares; 2025Q3: 9,953 shares 9,953 $226K 0.03% +633 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: not reported; 2024Q4: not reported; 2025Q1: 7,824 shares; 2025Q2: 7,561 shares; 2025Q3: 7,561 shares 7,561 $214K 0.03% 0 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM 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: 1,400 shares 1,400 $213K 0.03% new Timeline NNY NUVEEN N Y MUN VALUE FD More: the full row for NUVEEN N Y MUN VALUE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,049 shares; 2024Q4: 14,049 shares; 2025Q1: 14,049 shares; 2025Q2: 14,049 shares; 2025Q3: 14,049 shares 14,049 $116K 0.02% 0 Timeline