GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,659 shares; 2024Q4: 1,624 shares; 2025Q1: 1,673 shares; 2025Q2: 1,845 shares; 2025Q3: 212,180 shares 212,180 $169M 4.02% +210,335 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: 231,132 shares; 2024Q4: 227,024 shares; 2025Q1: 226,692 shares; 2025Q2: 222,955 shares; 2025Q3: 232,005 shares 232,005 $120M 2.86% +9,050 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: 358,675 shares; 2024Q4: 358,194 shares; 2025Q1: 349,609 shares; 2025Q2: 347,184 shares; 2025Q3: 373,750 shares 373,750 $95.2M 2.26% +26,566 Timeline IEI 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: 486,286 shares; 2024Q4: 491,543 shares; 2025Q1: 535,161 shares; 2025Q2: 638,391 shares; 2025Q3: 770,585 shares 770,585 $92.1M 2.19% +132,194 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: 4,362 shares; 2024Q4: 4,403 shares; 2025Q1: 4,544 shares; 2025Q2: 6,874 shares; 2025Q3: 369,538 shares 369,538 $78.6M 1.87% +362,664 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: 679,413 shares; 2024Q4: 694,471 shares; 2025Q1: 673,454 shares; 2025Q2: 776,753 shares; 2025Q3: 793,659 shares 793,659 $78M 1.86% +16,906 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: 350,666 shares; 2024Q4: 346,039 shares; 2025Q1: 345,922 shares; 2025Q2: 347,587 shares; 2025Q3: 381,181 shares 381,181 $71.1M 1.69% +33,594 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: 227,445 shares; 2024Q4: 262,302 shares; 2025Q1: 250,743 shares; 2025Q2: 260,999 shares; 2025Q3: 255,406 shares 255,406 $62.2M 1.48% -5,593 Timeline SHY 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: 432,152 shares; 2024Q4: 410,741 shares; 2025Q1: 359,072 shares; 2025Q2: 350,347 shares; 2025Q3: 742,068 shares 742,068 $61.6M 1.46% +391,721 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: 6,548 shares; 2024Q4: not reported; 2025Q1: 4,951 shares; 2025Q2: not reported; 2025Q3: 1,507,331 shares 1,507,331 $60.9M 1.45% new 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: 154,438 shares; 2024Q4: 204,812 shares; 2025Q1: 207,021 shares; 2025Q2: 228,906 shares; 2025Q3: 242,393 shares 242,393 $58.9M 1.4% +13,487 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: 241,352 shares; 2024Q4: 242,550 shares; 2025Q1: 247,050 shares; 2025Q2: 244,664 shares; 2025Q3: 267,190 shares 267,190 $58.7M 1.4% +22,526 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 811,680 shares; 2024Q4: 741,880 shares; 2025Q1: 1,058,867 shares; 2025Q2: 1,073,502 shares; 2025Q3: 1,067,387 shares 1,067,387 $53.7M 1.28% -6,115 Timeline JD JD.COM INC More: the full row for JD.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: 1,479,161 shares 1,479,161 $51.7M 1.23% new Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 368,112 shares; 2024Q4: 994,198 shares; 2025Q1: 977,975 shares; 2025Q2: 944,730 shares; 2025Q3: 921,812 shares 921,812 $46.8M 1.11% -22,918 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,555 shares; 2024Q4: 9,942 shares; 2025Q1: 10,050 shares; 2025Q2: 7,412 shares; 2025Q3: 522,022 shares 522,022 $39.9M 0.95% +514,610 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 745,522 shares; 2025Q3: 745,522 shares 745,522 $37.3M 0.89% 0 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 584,351 shares; 2024Q4: 593,754 shares; 2025Q1: 619,935 shares; 2025Q2: 646,829 shares; 2025Q3: 642,226 shares 642,226 $34.2M 0.81% -4,603 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310,326 shares; 2024Q4: 304,281 shares; 2025Q1: 330,000 shares; 2025Q2: 360,192 shares; 2025Q3: 372,585 shares 372,585 $34.1M 0.81% +12,393 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: 97,677 shares; 2024Q4: 123,598 shares; 2025Q1: 147,558 shares; 2025Q2: 178,096 shares; 2025Q3: 181,600 shares 181,600 $34M 0.81% +3,504 Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 254,101 shares; 2025Q1: 568,595 shares; 2025Q2: 645,725 shares; 2025Q3: 660,111 shares 660,111 $32.8M 0.78% +14,386 Timeline SGOV 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: 52,289 shares; 2024Q4: 74,087 shares; 2025Q1: 150,274 shares; 2025Q2: 206,941 shares; 2025Q3: 287,551 shares 287,551 $29M 0.69% +80,610 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: 124,373 shares; 2024Q4: 124,645 shares; 2025Q1: 89,079 shares; 2025Q2: 92,174 shares; 2025Q3: 90,432 shares 90,432 $28.5M 0.68% -1,742 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,012,501 shares; 2024Q4: 1,009,345 shares; 2025Q1: 949,326 shares; 2025Q2: 952,471 shares; 2025Q3: 908,159 shares 908,159 $28.4M 0.68% -44,312 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,195 shares; 2024Q4: 80,143 shares; 2025Q1: 77,099 shares; 2025Q2: 57,868 shares; 2025Q3: 57,922 shares 57,922 $27.8M 0.66% +54 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: 30,917 shares; 2024Q4: 30,908 shares; 2025Q1: 30,725 shares; 2025Q2: 33,078 shares; 2025Q3: 36,877 shares 36,877 $27.1M 0.64% +3,799 Timeline EMLC 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: 982,870 shares; 2024Q4: 1,004,175 shares; 2025Q1: 1,009,356 shares; 2025Q2: 1,036,274 shares; 2025Q3: 1,058,743 shares 1,058,743 $27M 0.64% +22,469 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: 40,054 shares; 2024Q4: 38,438 shares; 2025Q1: 39,119 shares; 2025Q2: 50,264 shares; 2025Q3: 110,554 shares 110,554 $26.3M 0.62% +60,290 Timeline IXC 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: 614,487 shares; 2024Q4: 611,124 shares; 2025Q1: 608,099 shares; 2025Q2: 596,807 shares; 2025Q3: 617,015 shares 617,015 $25.8M 0.61% +20,208 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281,151 shares; 2024Q4: 304,073 shares; 2025Q1: 319,604 shares; 2025Q2: 332,014 shares; 2025Q3: 349,784 shares 349,784 $25.6M 0.61% +17,770 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: 204,395 shares; 2024Q4: 15,047 shares; 2025Q1: 13,662 shares; 2025Q2: 13,116 shares; 2025Q3: 1,013,516 shares 1,013,516 $24.6M 0.59% +1,000,400 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 431,444 shares; 2025Q1: 494,581 shares; 2025Q2: 505,086 shares; 2025Q3: 515,937 shares 515,937 $24.6M 0.58% +10,851 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: 199,000 shares; 2024Q4: 282,360 shares; 2025Q1: 274,071 shares; 2025Q2: 260,541 shares; 2025Q3: 249,566 shares 249,566 $24.4M 0.58% -10,975 Timeline SPTS 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: 1,353,399 shares; 2024Q4: 1,126,101 shares; 2025Q1: 933,723 shares; 2025Q2: 845,495 shares; 2025Q3: 828,952 shares 828,952 $24.3M 0.58% -16,543 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 498,718 shares; 2025Q1: 473,562 shares; 2025Q2: 480,988 shares; 2025Q3: 486,475 shares 486,475 $23.6M 0.56% +5,487 Timeline ANGL 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: 1,021,627 shares; 2024Q4: 1,032,818 shares; 2025Q1: 1,006,173 shares; 2025Q2: 1,033,582 shares; 2025Q3: 779,499 shares 779,499 $23.2M 0.55% -254,083 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,551 shares; 2024Q4: 104,064 shares; 2025Q1: 132,006 shares; 2025Q2: 157,529 shares; 2025Q3: 157,793 shares 157,793 $22.4M 0.53% +264 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: 26,274 shares; 2024Q4: 25,289 shares; 2025Q1: 30,001 shares; 2025Q2: 35,038 shares; 2025Q3: 36,277 shares 36,277 $22.3M 0.53% +1,239 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: 37,202 shares; 2024Q4: 36,542 shares; 2025Q1: 40,309 shares; 2025Q2: 41,689 shares; 2025Q3: 44,268 shares 44,268 $22.3M 0.53% +2,579 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: 332,108 shares; 2024Q4: 339,116 shares; 2025Q1: 313,753 shares; 2025Q2: 319,270 shares; 2025Q3: 323,749 shares 323,749 $22.2M 0.53% +4,479 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: 30,367 shares; 2024Q4: 29,810 shares; 2025Q1: 30,418 shares; 2025Q2: 32,056 shares; 2025Q3: 32,758 shares 32,758 $21.9M 0.52% +702 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: 69,433 shares; 2024Q4: 111,380 shares; 2025Q1: 159,559 shares; 2025Q2: 257,044 shares; 2025Q3: 257,385 shares 257,385 $21.8M 0.52% +341 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: 62,943 shares; 2024Q4: 63,256 shares; 2025Q1: 56,593 shares; 2025Q2: 58,390 shares; 2025Q3: 66,022 shares 66,022 $21.8M 0.52% +7,632 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,018 shares; 2024Q4: 156,620 shares; 2025Q1: 170,406 shares; 2025Q2: 229,935 shares; 2025Q3: 243,729 shares 243,729 $21.3M 0.51% +13,794 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: 105,606 shares; 2024Q4: 104,282 shares; 2025Q1: 87,802 shares; 2025Q2: 77,871 shares; 2025Q3: 75,607 shares 75,607 $21.3M 0.51% -2,264 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: 92,933 shares; 2024Q4: 93,825 shares; 2025Q1: 90,121 shares; 2025Q2: 99,682 shares; 2025Q3: 610,611 shares 610,611 $21.2M 0.5% +510,929 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: 106,375 shares; 2024Q4: 107,355 shares; 2025Q1: 112,749 shares; 2025Q2: 169,738 shares; 2025Q3: 170,723 shares 170,723 $20.3M 0.48% +985 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: 36,928 shares; 2024Q4: 33,518 shares; 2025Q1: 32,917 shares; 2025Q2: 32,704 shares; 2025Q3: 32,935 shares 32,935 $19.8M 0.47% +231 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: 106,345 shares; 2024Q4: 107,743 shares; 2025Q1: 104,137 shares; 2025Q2: 111,038 shares; 2025Q3: 114,610 shares 114,610 $19.1M 0.45% +3,572 Timeline TEI TEMPLETON EMERGING MKTS INCO More: the full row for TEMPLETON EMERGING MKTS INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,512,005 shares; 2024Q4: 3,627,669 shares; 2025Q1: 3,689,293 shares; 2025Q2: 3,449,530 shares; 2025Q3: 3,053,135 shares 3,053,135 $18.9M 0.45% -396,395 Timeline EDD MORGAN STANLEY EMERGING MKTS More: the full row for MORGAN STANLEY EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,858,044 shares; 2024Q4: 3,599,524 shares; 2025Q1: 3,595,128 shares; 2025Q2: 3,280,654 shares; 2025Q3: 3,376,960 shares 3,376,960 $18.6M 0.44% +96,306 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: 27,169 shares; 2024Q4: 35,546 shares; 2025Q1: 31,399 shares; 2025Q2: 34,111 shares; 2025Q3: 41,674 shares 41,674 $18.5M 0.44% +7,563 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,579 shares; 2024Q4: 136,212 shares; 2025Q1: 139,602 shares; 2025Q2: 141,768 shares; 2025Q3: 141,768 shares 141,768 $17.8M 0.42% 0 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: 22,297 shares; 2024Q4: 19,910 shares; 2025Q1: 18,088 shares; 2025Q2: 18,373 shares; 2025Q3: 19,096 shares 19,096 $17.7M 0.42% +723 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: 316,474 shares; 2024Q4: 325,927 shares; 2025Q1: 323,578 shares; 2025Q2: 331,372 shares; 2025Q3: 339,026 shares 339,026 $17.5M 0.42% +7,654 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,310 shares; 2024Q4: 15,348 shares; 2025Q1: 14,948 shares; 2025Q2: 22,385 shares; 2025Q3: 22,410 shares 22,410 $16.7M 0.4% +25 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: 14,435 shares; 2024Q4: 125,985 shares; 2025Q1: 122,921 shares; 2025Q2: 173,804 shares; 2025Q3: 160,100 shares 160,100 $16.3M 0.39% -13,704 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 674,073 shares; 2024Q4: 564,427 shares; 2025Q1: 434,972 shares; 2025Q2: 441,552 shares; 2025Q3: 442,284 shares 442,284 $16.2M 0.39% +732 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: 24,204 shares; 2024Q4: 23,955 shares; 2025Q1: 23,715 shares; 2025Q2: 25,899 shares; 2025Q3: 23,977 shares 23,977 $16M 0.38% -1,922 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: 229,663 shares; 2024Q4: 237,199 shares; 2025Q1: 228,204 shares; 2025Q2: 234,854 shares; 2025Q3: 228,640 shares 228,640 $16M 0.38% -6,214 Timeline VEU 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: 193,024 shares; 2024Q4: 195,266 shares; 2025Q1: 215,888 shares; 2025Q2: 214,247 shares; 2025Q3: 223,100 shares 223,100 $15.9M 0.38% +8,853 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: 472,187 shares; 2024Q4: 1,271,550 shares; 2025Q1: 1,415,300 shares; 2025Q2: 1,483,204 shares; 2025Q3: 1,196,335 shares 1,196,335 $15.7M 0.37% -286,869 Timeline AESI ATLAS ENERGY SOLUTIONS INC More: the full row for ATLAS ENERGY SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,019,730 shares; 2024Q4: 931,550 shares; 2025Q1: 1,000,728 shares; 2025Q2: 1,317,490 shares; 2025Q3: 1,382,120 shares 1,382,120 $15.7M 0.37% +64,630 Timeline IFRA 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: 297,462 shares; 2024Q4: 296,262 shares; 2025Q1: 297,001 shares; 2025Q2: 297,985 shares; 2025Q3: 296,928 shares 296,928 $15.7M 0.37% -1,057 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: 82,900 shares; 2024Q4: 73,286 shares; 2025Q1: 157,078 shares; 2025Q2: 160,020 shares; 2025Q3: 214,268 shares 214,268 $15.6M 0.37% +54,248 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: 79,435 shares; 2024Q4: 80,138 shares; 2025Q1: 61,996 shares; 2025Q2: 56,602 shares; 2025Q3: 55,408 shares 55,408 $15.5M 0.37% -1,194 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,060 shares; 2024Q4: 60,452 shares; 2025Q1: 99,430 shares; 2025Q2: 106,787 shares; 2025Q3: 106,899 shares 106,899 $15.3M 0.36% +112 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: 68,711 shares; 2024Q4: 68,221 shares; 2025Q1: 66,722 shares; 2025Q2: 68,243 shares; 2025Q3: 69,087 shares 69,087 $15M 0.36% +844 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 962,106 shares; 2024Q4: 961,587 shares; 2025Q1: 896,555 shares; 2025Q2: 899,176 shares; 2025Q3: 858,727 shares 858,727 $14.7M 0.35% -40,449 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: 3,975 shares; 2024Q4: 3,976 shares; 2025Q1: 16,268 shares; 2025Q2: 42,755 shares; 2025Q3: 42,093 shares 42,093 $14.4M 0.34% -662 Timeline REZ 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: 146,829 shares; 2024Q4: 154,824 shares; 2025Q1: 149,599 shares; 2025Q2: 162,276 shares; 2025Q3: 167,653 shares 167,653 $14.2M 0.34% +5,377 Timeline FAX ABRDN ASIA PACIFIC INCOME FU More: the full row for ABRDN ASIA PACIFIC INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 788,501 shares; 2024Q4: 836,916 shares; 2025Q1: 837,332 shares; 2025Q2: 882,669 shares; 2025Q3: 863,504 shares 863,504 $14.1M 0.33% -19,165 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: 65,514 shares; 2024Q4: 69,123 shares; 2025Q1: 93,498 shares; 2025Q2: 94,305 shares; 2025Q3: 93,169 shares 93,169 $14M 0.33% -1,136 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,938 shares; 2024Q4: 218,933 shares; 2025Q1: 173,898 shares; 2025Q2: 183,093 shares; 2025Q3: 194,826 shares 194,826 $13.9M 0.33% +11,733 Timeline IWS 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: 65,603 shares; 2024Q4: 89,903 shares; 2025Q1: 91,742 shares; 2025Q2: 96,789 shares; 2025Q3: 97,942 shares 97,942 $13.7M 0.33% +1,153 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: 323,263 shares; 2024Q4: 486,702 shares; 2025Q1: 417,343 shares; 2025Q2: 480,954 shares; 2025Q3: 535,282 shares 535,282 $13.6M 0.32% +54,328 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: 114,402 shares; 2024Q4: 116,771 shares; 2025Q1: 113,879 shares; 2025Q2: 113,664 shares; 2025Q3: 117,577 shares 117,577 $13.5M 0.32% +3,913 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,009,783 shares; 2024Q4: 1,004,946 shares; 2025Q1: 716,698 shares; 2025Q2: 740,252 shares; 2025Q3: 730,369 shares 730,369 $13.3M 0.32% -9,883 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 366,960 shares; 2024Q4: 369,590 shares; 2025Q1: 344,790 shares; 2025Q2: 398,186 shares; 2025Q3: 420,052 shares 420,052 $13.2M 0.31% +21,866 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,858 shares; 2024Q4: 100,718 shares; 2025Q1: 107,430 shares; 2025Q2: 114,281 shares; 2025Q3: 118,959 shares 118,959 $13.1M 0.31% +4,678 Timeline CQQQ 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: not reported; 2024Q4: not reported; 2025Q1: 193,437 shares; 2025Q2: 213,453 shares; 2025Q3: 220,117 shares 220,117 $13M 0.31% +6,664 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,395 shares; 2024Q4: 4,026 shares; 2025Q1: 65,284 shares; 2025Q2: 66,635 shares; 2025Q3: 65,342 shares 65,342 $12.9M 0.31% -1,293 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: 33,059 shares; 2024Q4: 33,059 shares; 2025Q1: 41,291 shares; 2025Q2: 89,680 shares; 2025Q3: 90,005 shares 90,005 $12.9M 0.31% +325 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: 152,372 shares; 2024Q4: 154,395 shares; 2025Q1: 174,017 shares; 2025Q2: 177,891 shares; 2025Q3: 187,258 shares 187,258 $12.6M 0.3% +9,367 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,661 shares; 2024Q4: 198,136 shares; 2025Q1: 224,071 shares; 2025Q2: 218,972 shares; 2025Q3: 217,506 shares 217,506 $12.3M 0.29% -1,466 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: 111,900 shares; 2024Q4: 108,751 shares; 2025Q1: 57,627 shares; 2025Q2: 63,507 shares; 2025Q3: 65,816 shares 65,816 $12.2M 0.29% +2,309 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: 55,513 shares; 2024Q4: 57,612 shares; 2025Q1: 48,697 shares; 2025Q2: 49,400 shares; 2025Q3: 52,578 shares 52,578 $12.2M 0.29% +3,178 Timeline IFLN 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: 667,247 shares; 2024Q4: 222,501 shares; 2025Q1: 220,791 shares; 2025Q2: 636,134 shares; 2025Q3: 649,542 shares 649,542 $12.1M 0.29% +13,408 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 367,888 shares; 2024Q4: 375,071 shares; 2025Q1: 368,112 shares; 2025Q2: 377,866 shares; 2025Q3: 368,669 shares 368,669 $12M 0.29% -9,197 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,355 shares; 2024Q4: 85,234 shares; 2025Q1: 74,155 shares; 2025Q2: 64,871 shares; 2025Q3: 66,509 shares 66,509 $11.9M 0.28% +1,638 Timeline LINE LINEAGE INC More: the full row for LINEAGE 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: 309,108 shares; 2025Q3: 302,876 shares 302,876 $11.9M 0.28% -6,232 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,742 shares; 2024Q4: 44,601 shares; 2025Q1: 180,745 shares; 2025Q2: 187,960 shares; 2025Q3: 193,941 shares 193,941 $11.8M 0.28% +5,981 IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,388 shares; 2024Q4: 72,613 shares; 2025Q1: 73,184 shares; 2025Q2: 119,106 shares; 2025Q3: 176,371 shares 176,371 $11.6M 0.28% +57,265 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 785,912 shares; 2024Q4: 774,582 shares; 2025Q1: 739,518 shares; 2025Q2: 755,879 shares; 2025Q3: 736,619 shares 736,619 $11.6M 0.28% -19,260 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,008 shares; 2024Q4: 147,838 shares; 2025Q1: 106,162 shares; 2025Q2: 107,041 shares; 2025Q3: 96,332 shares 96,332 $11.6M 0.27% -10,709 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: 87,539 shares; 2024Q4: 94,161 shares; 2025Q1: 99,166 shares; 2025Q2: 112,045 shares; 2025Q3: 120,058 shares 120,058 $11.4M 0.27% +8,013 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 273,925 shares; 2024Q4: 259,873 shares; 2025Q1: 186,667 shares; 2025Q2: 185,567 shares; 2025Q3: 157,852 shares 157,852 $11.4M 0.27% -27,715 Timeline PYLD 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: not reported; 2024Q4: not reported; 2025Q1: 152,411 shares; 2025Q2: 238,980 shares; 2025Q3: 406,388 shares 406,388 $10.9M 0.26% +167,408 Timeline KW KENNEDY-WILSON HOLDINGS INC More: the full row for KENNEDY-WILSON HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,699 shares; 2024Q4: 16,131 shares; 2025Q1: 14,866 shares; 2025Q2: 1,306,474 shares; 2025Q3: 1,288,474 shares 1,288,474 $10.9M 0.26% -18,000 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,673 shares; 2024Q4: 65,086 shares; 2025Q1: 62,253 shares; 2025Q2: 51,807 shares; 2025Q3: 53,312 shares 53,312 $10.9M 0.26% +1,505 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: 29,557 shares; 2024Q4: 31,705 shares; 2025Q1: 151,393 shares; 2025Q2: 171,348 shares; 2025Q3: 192,428 shares 192,428 $10.7M 0.25% +21,080 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: 95,567 shares; 2024Q4: 83,993 shares; 2025Q1: 82,740 shares; 2025Q2: 105,816 shares; 2025Q3: 105,744 shares 105,744 $10.6M 0.25% -72 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: 8,334 shares; 2024Q4: 10,428 shares; 2025Q1: 9,890 shares; 2025Q2: 9,928 shares; 2025Q3: 10,898 shares 10,898 $10.6M 0.25% +970 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: 23,964 shares; 2024Q4: 24,823 shares; 2025Q1: 23,117 shares; 2025Q2: 23,913 shares; 2025Q3: 24,195 shares 24,195 $10.2M 0.24% +282 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234,826 shares; 2024Q4: 229,234 shares; 2025Q1: 311,031 shares; 2025Q2: 327,118 shares; 2025Q3: 326,081 shares 326,081 $10.1M 0.24% -1,037 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: 8,636 shares; 2025Q1: 8,365 shares; 2025Q2: 8,558 shares; 2025Q3: 8,583 shares 8,583 $10M 0.24% +25 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 419,753 shares; 2025Q1: 157,148 shares; 2025Q2: 157,432 shares; 2025Q3: 158,354 shares 158,354 $9.93M 0.24% +922 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: 179,597 shares; 2024Q4: 136,550 shares; 2025Q1: 88,834 shares; 2025Q2: 79,056 shares; 2025Q3: 82,176 shares 82,176 $9.92M 0.24% +3,120 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: 38,978 shares; 2024Q4: 37,717 shares; 2025Q1: 37,217 shares; 2025Q2: 38,014 shares; 2025Q3: 38,604 shares 38,604 $9.85M 0.23% +590 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: 29,472 shares; 2024Q4: 48,885 shares; 2025Q1: 49,896 shares; 2025Q2: 57,978 shares; 2025Q3: 58,826 shares 58,826 $9.84M 0.23% +848 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,329 shares; 2024Q4: 80,689 shares; 2025Q1: 82,424 shares; 2025Q2: 111,806 shares; 2025Q3: 115,075 shares 115,075 $9.68M 0.23% +3,269 Timeline RWR 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: 41,644 shares; 2024Q4: 43,835 shares; 2025Q1: 43,891 shares; 2025Q2: 45,930 shares; 2025Q3: 96,206 shares 96,206 $9.65M 0.23% +50,276 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46,458 shares; 2025Q1: 137,712 shares; 2025Q2: 171,911 shares; 2025Q3: 190,805 shares 190,805 $9.62M 0.23% +18,894 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,279 shares; 2024Q4: 153,533 shares; 2025Q1: 144,861 shares; 2025Q2: 150,053 shares; 2025Q3: 154,895 shares 154,895 $9.42M 0.22% +4,842 Timeline EWY 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: 154,149 shares; 2024Q4: 152,683 shares; 2025Q1: 147,935 shares; 2025Q2: 116,905 shares; 2025Q3: 116,995 shares 116,995 $9.37M 0.22% +90 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: 150,355 shares; 2024Q4: 150,519 shares; 2025Q1: 112,538 shares; 2025Q2: 99,702 shares; 2025Q3: 98,058 shares 98,058 $9.36M 0.22% -1,644 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,268 shares; 2024Q4: 215,910 shares; 2025Q1: 195,263 shares; 2025Q2: 196,288 shares; 2025Q3: 186,944 shares 186,944 $9.34M 0.22% -9,344 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,326 shares; 2024Q4: 65,312 shares; 2025Q1: 62,838 shares; 2025Q2: 63,850 shares; 2025Q3: 64,844 shares 64,844 $9.14M 0.22% +994 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: 14,717 shares; 2024Q4: 15,115 shares; 2025Q1: 14,331 shares; 2025Q2: 10,349 shares; 2025Q3: 20,262 shares 20,262 $9.07M 0.22% +9,913 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: 6,565 shares; 2024Q4: 6,369 shares; 2025Q1: 6,587 shares; 2025Q2: 6,733 shares; 2025Q3: 7,369 shares 7,369 $8.83M 0.21% +636 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,858 shares; 2024Q4: 24,292 shares; 2025Q1: 24,389 shares; 2025Q2: 23,158 shares; 2025Q3: 33,980 shares 33,980 $8.82M 0.21% +10,822 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,332 shares; 2024Q4: 33,206 shares; 2025Q1: 33,931 shares; 2025Q2: 34,891 shares; 2025Q3: 36,034 shares 36,034 $8.72M 0.21% +1,143 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: 22,179 shares; 2024Q4: 22,183 shares; 2025Q1: 22,528 shares; 2025Q2: 23,537 shares; 2025Q3: 25,288 shares 25,288 $8.63M 0.21% +1,751 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: 43,163 shares; 2024Q4: 13,495 shares; 2025Q1: 47,618 shares; 2025Q2: 56,284 shares; 2025Q3: 61,427 shares 61,427 $8.63M 0.21% +5,143 Timeline SPYM 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: 39,000 shares; 2024Q4: 39,000 shares; 2025Q1: 134,000 shares; 2025Q2: 101,343 shares; 2025Q3: 108,195 shares 108,195 $8.48M 0.2% +6,852 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: 25,627 shares; 2024Q4: 35,179 shares; 2025Q1: 35,665 shares; 2025Q2: 35,778 shares; 2025Q3: 35,586 shares 35,586 $8.45M 0.2% -192 Timeline EEMS 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: 155,682 shares; 2024Q4: 148,870 shares; 2025Q1: 123,210 shares; 2025Q2: 123,210 shares; 2025Q3: 123,210 shares 123,210 $8.37M 0.2% 0 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,235 shares; 2024Q4: 872,856 shares; 2025Q1: 821,571 shares; 2025Q2: 828,645 shares; 2025Q3: 840,221 shares 840,221 $8.32M 0.2% +11,576 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,469 shares; 2024Q4: 163,694 shares; 2025Q1: 164,745 shares; 2025Q2: 170,239 shares; 2025Q3: 176,288 shares 176,288 $8.27M 0.2% +6,049 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: 11,256 shares; 2024Q4: 10,288 shares; 2025Q1: 9,210 shares; 2025Q2: 8,963 shares; 2025Q3: 10,667 shares 10,667 $8.14M 0.19% +1,704 Timeline DBL DOUBLELINE OPPORTUNISTIC CR More: the full row for DOUBLELINE OPPORTUNISTIC CR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 431,758 shares; 2024Q4: 448,057 shares; 2025Q1: 462,464 shares; 2025Q2: 500,142 shares; 2025Q3: 511,911 shares 511,911 $7.98M 0.19% +11,769 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: 33,523 shares; 2024Q4: 30,043 shares; 2025Q1: 34,692 shares; 2025Q2: 40,702 shares; 2025Q3: 43,374 shares 43,374 $7.91M 0.19% +2,672 Timeline HRI HERC HLDGS INC More: the full row for HERC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 67,516 shares 67,516 $7.88M 0.19% new 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: 35,872 shares; 2024Q4: 38,392 shares; 2025Q1: 40,217 shares; 2025Q2: 32,808 shares; 2025Q3: 50,653 shares 50,653 $7.87M 0.19% +17,845 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278,659 shares; 2024Q4: 229,067 shares; 2025Q1: 153,021 shares; 2025Q2: 144,760 shares; 2025Q3: 142,130 shares 142,130 $7.74M 0.18% -2,630 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,795 shares; 2024Q4: 125,764 shares; 2025Q1: 118,117 shares; 2025Q2: 120,811 shares; 2025Q3: 206,399 shares 206,399 $7.69M 0.18% +85,588 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,484 shares; 2024Q4: 29,234 shares; 2025Q1: 28,041 shares; 2025Q2: 27,651 shares; 2025Q3: 42,298 shares 42,298 $7.53M 0.18% +14,647 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: 60,475 shares; 2024Q4: 57,326 shares; 2025Q1: 59,755 shares; 2025Q2: 63,304 shares; 2025Q3: 66,236 shares 66,236 $7.47M 0.18% +2,932 Timeline TUA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 359,262 shares; 2024Q4: 360,858 shares; 2025Q1: 360,268 shares; 2025Q2: 343,026 shares; 2025Q3: 341,208 shares 341,208 $7.46M 0.18% -1,818 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: 27,243 shares; 2024Q4: 28,350 shares; 2025Q1: 27,518 shares; 2025Q2: 28,062 shares; 2025Q3: 29,677 shares 29,677 $7.46M 0.18% +1,615 Timeline LXP LXP INDUSTRIAL TRUST More: the full row for LXP INDUSTRIAL TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,098 shares; 2024Q4: 902,167 shares; 2025Q1: 835,861 shares; 2025Q2: 839,859 shares; 2025Q3: 819,529 shares 819,529 $7.45M 0.18% -20,330 Timeline REM 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: 37,123 shares; 2024Q4: 36,693 shares; 2025Q1: 303,446 shares; 2025Q2: 321,751 shares; 2025Q3: 335,695 shares 335,695 $7.38M 0.18% +13,944 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238,447 shares; 2024Q4: 238,447 shares; 2025Q1: 259,180 shares; 2025Q2: 254,542 shares; 2025Q3: 245,537 shares 245,537 $7.27M 0.17% -9,005 Timeline MCHI 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: 57,365 shares; 2024Q4: 53,867 shares; 2025Q1: 92,694 shares; 2025Q2: 108,768 shares; 2025Q3: 109,812 shares 109,812 $7.23M 0.17% +1,044 Timeline XLE 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: 73,803 shares; 2024Q4: 73,585 shares; 2025Q1: 74,985 shares; 2025Q2: 78,754 shares; 2025Q3: 80,381 shares 80,381 $7.18M 0.17% +1,627 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: 6,813 shares; 2024Q4: 6,932 shares; 2025Q1: 7,183 shares; 2025Q2: 24,121 shares; 2025Q3: 28,273 shares 28,273 $6.97M 0.17% +4,152 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: 18,070 shares; 2024Q4: 17,645 shares; 2025Q1: 17,867 shares; 2025Q2: 17,138 shares; 2025Q3: 19,867 shares 19,867 $6.86M 0.16% +2,729 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,855 shares; 2024Q4: 90,626 shares; 2025Q1: 88,396 shares; 2025Q2: 97,554 shares; 2025Q3: 104,679 shares 104,679 $6.83M 0.16% +7,125 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: 16,753 shares; 2024Q4: 17,171 shares; 2025Q1: 15,555 shares; 2025Q2: 15,409 shares; 2025Q3: 16,766 shares 16,766 $6.79M 0.16% +1,357 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,763 shares; 2024Q4: 193,603 shares; 2025Q1: 176,673 shares; 2025Q2: 176,323 shares; 2025Q3: 166,198 shares 166,198 $6.53M 0.16% -10,125 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: 29,695 shares; 2024Q4: 30,317 shares; 2025Q1: 21,979 shares; 2025Q2: 22,629 shares; 2025Q3: 22,973 shares 22,973 $6.51M 0.15% +344 Timeline OS ONESTREAM INC More: the full row for ONESTREAM 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: 346,813 shares 346,813 $6.39M 0.15% new Timeline RWT REDWOOD TRUST INC More: the full row for REDWOOD TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,240,642 shares; 2024Q4: 1,235,479 shares; 2025Q1: 1,160,047 shares; 2025Q2: 1,147,252 shares; 2025Q3: 1,095,708 shares 1,095,708 $6.34M 0.15% -51,544 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: 12,535 shares; 2024Q4: 12,239 shares; 2025Q1: 13,105 shares; 2025Q2: 8,787 shares; 2025Q3: 176,278 shares 176,278 $6.26M 0.15% +167,491 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: 117,065 shares; 2024Q4: 121,304 shares; 2025Q1: 117,981 shares; 2025Q2: 118,827 shares; 2025Q3: 122,299 shares 122,299 $6.17M 0.15% +3,472 Timeline PCY 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: 288,374 shares; 2024Q4: 294,781 shares; 2025Q1: 288,367 shares; 2025Q2: 286,765 shares; 2025Q3: 284,037 shares 284,037 $6.12M 0.15% -2,728 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: 18,664 shares; 2024Q4: 18,153 shares; 2025Q1: 18,152 shares; 2025Q2: 18,385 shares; 2025Q3: 18,400 shares 18,400 $6.05M 0.14% +15 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: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 4 shares; 2025Q3: 8 shares 8 $6.03M 0.14% +4 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,076 shares; 2024Q4: 82,458 shares; 2025Q1: 69,488 shares; 2025Q2: 74,945 shares; 2025Q3: 74,990 shares 74,990 $5.99M 0.14% +45 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,837 shares; 2024Q4: 186,775 shares; 2025Q1: 178,900 shares; 2025Q2: 169,130 shares; 2025Q3: 168,315 shares 168,315 $5.98M 0.14% -815 Timeline IBHF 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: 74,275 shares; 2024Q4: 125,900 shares; 2025Q1: 206,423 shares; 2025Q2: 231,997 shares; 2025Q3: 252,671 shares 252,671 $5.91M 0.14% +20,674 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 386,627 shares; 2024Q4: 364,907 shares; 2025Q1: 340,988 shares; 2025Q2: 301,410 shares; 2025Q3: 303,085 shares 303,085 $5.89M 0.14% +1,675 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: 45,097 shares; 2024Q4: 44,080 shares; 2025Q1: 45,370 shares; 2025Q2: 49,770 shares; 2025Q3: 56,626 shares 56,626 $5.84M 0.14% +6,856 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: 39,012 shares; 2024Q4: 40,054 shares; 2025Q1: 39,749 shares; 2025Q2: 29,414 shares; 2025Q3: 29,184 shares 29,184 $5.66M 0.13% -230 Timeline IEF 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: 50,098 shares; 2024Q4: 51,504 shares; 2025Q1: 52,436 shares; 2025Q2: 56,065 shares; 2025Q3: 58,271 shares 58,271 $5.62M 0.13% +2,206 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,240 shares; 2024Q4: 1,352 shares; 2025Q1: 12,260 shares; 2025Q2: 12,761 shares; 2025Q3: 12,955 shares 12,955 $5.43M 0.13% +194 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 389,618 shares; 2024Q4: 376,587 shares; 2025Q1: 273,038 shares; 2025Q2: 267,917 shares; 2025Q3: 265,188 shares 265,188 $5.41M 0.13% -2,729 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,508 shares; 2025Q2: 2,667 shares; 2025Q3: 58,789 shares 58,789 $5.38M 0.13% +56,122 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: 8,728 shares; 2024Q4: 7,573 shares; 2025Q1: 7,861 shares; 2025Q2: 8,551 shares; 2025Q3: 9,389 shares 9,389 $5.34M 0.13% +838 Timeline SCHA 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: 93,906 shares; 2024Q4: 186,562 shares; 2025Q1: 183,614 shares; 2025Q2: 183,783 shares; 2025Q3: 190,673 shares 190,673 $5.32M 0.13% +6,890 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: 22,984 shares; 2024Q4: 23,563 shares; 2025Q1: 20,897 shares; 2025Q2: 17,149 shares; 2025Q3: 17,550 shares 17,550 $5.23M 0.12% +401 Timeline XLRE 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: 90,204 shares; 2024Q4: 90,104 shares; 2025Q1: 84,011 shares; 2025Q2: 116,015 shares; 2025Q3: 123,181 shares 123,181 $5.19M 0.12% +7,166 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,690 shares; 2024Q4: 45,930 shares; 2025Q1: 122,400 shares; 2025Q2: 81,073 shares; 2025Q3: 51,217 shares 51,217 $5.13M 0.12% -29,856 Timeline VLUE 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: 38,575 shares; 2024Q4: 38,617 shares; 2025Q1: 38,618 shares; 2025Q2: 38,620 shares; 2025Q3: 39,716 shares 39,716 $4.97M 0.12% +1,096 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,487 shares; 2024Q4: 2,499 shares; 2025Q1: 2,499 shares; 2025Q2: 7,678 shares; 2025Q3: 6,891 shares 6,891 $4.95M 0.12% -787 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: 27,952 shares; 2024Q4: 27,692 shares; 2025Q1: 27,055 shares; 2025Q2: 44,655 shares; 2025Q3: 43,593 shares 43,593 $4.89M 0.12% -1,062 Timeline SPMD 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: 29,816 shares; 2024Q4: 29,816 shares; 2025Q1: 84,909 shares; 2025Q2: 85,221 shares; 2025Q3: 85,221 shares 85,221 $4.87M 0.12% 0 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 97,095 shares; 2025Q1: 117,590 shares; 2025Q2: 118,835 shares; 2025Q3: 115,025 shares 115,025 $4.83M 0.11% -3,810 Timeline PALL ABRDN PALLADIUM ETF TRUST More: the full row for ABRDN PALLADIUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,448 shares; 2024Q4: 44,609 shares; 2025Q1: 41,902 shares; 2025Q2: 43,076 shares; 2025Q3: 42,298 shares 42,298 $4.83M 0.11% -778 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: 32,339 shares; 2024Q4: 32,316 shares; 2025Q1: 28,974 shares; 2025Q2: 31,377 shares; 2025Q3: 30,810 shares 30,810 $4.73M 0.11% -567 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: 17,011 shares; 2024Q4: 17,051 shares; 2025Q1: 16,190 shares; 2025Q2: 12,356 shares; 2025Q3: 12,864 shares 12,864 $4.57M 0.11% +508 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 340,007 shares; 2024Q4: 351,886 shares; 2025Q1: 175,241 shares; 2025Q2: 197,373 shares; 2025Q3: 191,496 shares 191,496 $4.53M 0.11% -5,877 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: 28,741 shares; 2024Q4: 27,768 shares; 2025Q1: 28,812 shares; 2025Q2: 24,895 shares; 2025Q3: 26,440 shares 26,440 $4.52M 0.11% +1,545 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: 907 shares; 2024Q4: 908 shares; 2025Q1: 724 shares; 2025Q2: 761 shares; 2025Q3: 816 shares 816 $4.41M 0.1% +55 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: 75,959 shares; 2024Q4: 80,038 shares; 2025Q1: 84,069 shares; 2025Q2: 61,006 shares; 2025Q3: 52,233 shares 52,233 $4.4M 0.1% -8,773 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: 103,733 shares; 2024Q4: 99,107 shares; 2025Q1: 61,091 shares; 2025Q2: 53,756 shares; 2025Q3: 54,765 shares 54,765 $4.39M 0.1% +1,009 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,695 shares; 2024Q4: 33,126 shares; 2025Q1: 54,003 shares; 2025Q2: 55,142 shares; 2025Q3: 52,253 shares 52,253 $4.25M 0.1% -2,889 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,760 shares; 2025Q1: 16,760 shares; 2025Q2: 119,310 shares; 2025Q3: 122,765 shares 122,765 $4.24M 0.1% +3,455 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: 33,416 shares; 2024Q4: 34,026 shares; 2025Q1: 34,536 shares; 2025Q2: 36,440 shares; 2025Q3: 37,842 shares 37,842 $4.21M 0.1% +1,402 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,024 shares; 2024Q4: 17,328 shares; 2025Q1: 16,634 shares; 2025Q2: 17,243 shares; 2025Q3: 20,167 shares 20,167 $4.1M 0.1% +2,924 Timeline SCHF 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: 87,312 shares; 2024Q4: 174,940 shares; 2025Q1: 175,237 shares; 2025Q2: 174,648 shares; 2025Q3: 174,648 shares 174,648 $4.07M 0.1% 0 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: 108,798 shares; 2024Q4: 109,340 shares; 2025Q1: 112,050 shares; 2025Q2: 124,797 shares; 2025Q3: 139,994 shares 139,994 $3.95M 0.09% +15,197 Timeline AAXJ 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: 44,334 shares; 2024Q4: 43,096 shares; 2025Q1: 43,314 shares; 2025Q2: 43,205 shares; 2025Q3: 43,251 shares 43,251 $3.95M 0.09% +46 Timeline TRPA HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,731 shares; 2024Q4: 134,361 shares; 2025Q1: 109,990 shares; 2025Q2: 101,195 shares; 2025Q3: 100,580 shares 100,580 $3.93M 0.09% -615 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,991 shares; 2024Q4: 34,703 shares; 2025Q1: not reported; 2025Q2: 33,070 shares; 2025Q3: 33,069 shares 33,069 $3.92M 0.09% -1 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,892 shares; 2024Q4: 40,903 shares; 2025Q1: 40,903 shares; 2025Q2: 40,904 shares; 2025Q3: 40,904 shares 40,904 $3.89M 0.09% 0 Timeline SCHC 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: 95,377 shares; 2024Q4: 73,965 shares; 2025Q1: 67,566 shares; 2025Q2: 100,176 shares; 2025Q3: 85,566 shares 85,566 $3.89M 0.09% -14,610 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: 12,326 shares; 2024Q4: 12,103 shares; 2025Q1: 11,900 shares; 2025Q2: 12,604 shares; 2025Q3: 13,781 shares 13,781 $3.89M 0.09% +1,177 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: 53,674 shares; 2024Q4: 50,743 shares; 2025Q1: 53,506 shares; 2025Q2: 78,245 shares; 2025Q3: 64,485 shares 64,485 $3.86M 0.09% -13,760 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: 113,100 shares; 2024Q4: 118,793 shares; 2025Q1: 108,047 shares; 2025Q2: 52,198 shares; 2025Q3: 42,282 shares 42,282 $3.85M 0.09% -9,916 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: 183,150 shares; 2024Q4: 205,551 shares; 2025Q1: 149,176 shares; 2025Q2: 65,620 shares; 2025Q3: 64,543 shares 64,543 $3.82M 0.09% -1,077 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,756 shares; 2024Q4: 183,666 shares; 2025Q1: 138,441 shares; 2025Q2: 139,691 shares; 2025Q3: 109,346 shares 109,346 $3.81M 0.09% -30,345 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: 4,759 shares; 2024Q4: 4,314 shares; 2025Q1: 5,034 shares; 2025Q2: 5,148 shares; 2025Q3: 5,563 shares 5,563 $3.8M 0.09% +415 Timeline INQQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; 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: 113,142 shares; 2025Q3: 242,125 shares 242,125 $3.78M 0.09% +128,983 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: 260,959 shares; 2024Q4: 259,790 shares; 2025Q1: 53,238 shares; 2025Q2: 52,248 shares; 2025Q3: 48,808 shares 48,808 $3.73M 0.09% -3,440 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: 36,792 shares; 2024Q4: 36,351 shares; 2025Q1: 36,172 shares; 2025Q2: 34,370 shares; 2025Q3: 35,904 shares 35,904 $3.72M 0.09% +1,534 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,735 shares; 2024Q4: 31,036 shares; 2025Q1: 28,753 shares; 2025Q2: 25,629 shares; 2025Q3: 25,629 shares 25,629 $3.7M 0.09% 0 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE 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: 194,814 shares 194,814 $3.7M 0.09% new 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: 18,564 shares; 2024Q4: 19,085 shares; 2025Q1: 20,022 shares; 2025Q2: 19,970 shares; 2025Q3: 21,694 shares 21,694 $3.63M 0.09% +1,724 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,611 shares; 2024Q4: 17,466 shares; 2025Q1: 17,718 shares; 2025Q2: 23,296 shares; 2025Q3: 28,090 shares 28,090 $3.6M 0.09% +4,794 Timeline EWD 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: 64,259 shares; 2024Q4: 61,359 shares; 2025Q1: 65,584 shares; 2025Q2: 72,444 shares; 2025Q3: 74,206 shares 74,206 $3.5M 0.08% +1,762 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: 9,469 shares; 2024Q4: 10,167 shares; 2025Q1: 10,074 shares; 2025Q2: 11,181 shares; 2025Q3: 13,105 shares 13,105 $3.5M 0.08% +1,924 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: 9,389 shares; 2024Q4: 9,307 shares; 2025Q1: 9,499 shares; 2025Q2: 9,743 shares; 2025Q3: 10,531 shares 10,531 $3.5M 0.08% +788 Timeline EWW ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,406 shares; 2024Q4: 38,033 shares; 2025Q1: 59,090 shares; 2025Q2: 49,320 shares; 2025Q3: 50,917 shares 50,917 $3.47M 0.08% +1,597 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: 12,329 shares; 2024Q4: 12,638 shares; 2025Q1: 10,982 shares; 2025Q2: 10,236 shares; 2025Q3: 11,364 shares 11,364 $3.45M 0.08% +1,128 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,313 shares; 2024Q4: 78,869 shares; 2025Q1: 76,452 shares; 2025Q2: 97,922 shares; 2025Q3: 98,561 shares 98,561 $3.42M 0.08% +639 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: 835 shares; 2024Q4: 3,865 shares; 2025Q1: 3,881 shares; 2025Q2: 8,134 shares; 2025Q3: 5,914 shares 5,914 $3.33M 0.08% -2,220 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: 21,697 shares; 2024Q4: 23,554 shares; 2025Q1: 23,709 shares; 2025Q2: 33,472 shares; 2025Q3: 43,319 shares 43,319 $3.32M 0.08% +9,847 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,281 shares; 2024Q4: 32,881 shares; 2025Q1: 32,881 shares; 2025Q2: 34,381 shares; 2025Q3: 34,381 shares 34,381 $3.32M 0.08% 0 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: 3,499 shares; 2024Q4: 3,223 shares; 2025Q1: 6,069 shares; 2025Q2: 8,655 shares; 2025Q3: 9,166 shares 9,166 $3.23M 0.08% +511 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: 41,013 shares; 2024Q4: 42,014 shares; 2025Q1: 41,940 shares; 2025Q2: 42,576 shares; 2025Q3: 41,107 shares 41,107 $3.23M 0.08% -1,469 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: 16,480 shares; 2024Q4: 16,925 shares; 2025Q1: 17,983 shares; 2025Q2: 22,421 shares; 2025Q3: 24,063 shares 24,063 $3.22M 0.08% +1,642 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: 10,129 shares; 2024Q4: 10,140 shares; 2025Q1: 10,313 shares; 2025Q2: 11,301 shares; 2025Q3: 11,839 shares 11,839 $3.2M 0.08% +538 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,906 shares; 2024Q4: 26,216 shares; 2025Q1: 38,566 shares; 2025Q2: 27,814 shares; 2025Q3: 28,435 shares 28,435 $3.14M 0.07% +621 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: 13,123 shares; 2024Q4: 11,047 shares; 2025Q1: 10,875 shares; 2025Q2: 13,296 shares; 2025Q3: 14,892 shares 14,892 $3.05M 0.07% +1,596 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER 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: 79,160 shares 79,160 $3.03M 0.07% new Timeline IIF MORGAN STANLEY INDIA INVT FD More: the full row for MORGAN STANLEY INDIA INVT FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 102,447 shares; 2025Q2: 112,153 shares; 2025Q3: 114,771 shares 114,771 $3.02M 0.07% +2,618 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,325 shares; 2024Q4: 7,300 shares; 2025Q1: 7,607 shares; 2025Q2: 7,347 shares; 2025Q3: 7,980 shares 7,980 $2.99M 0.07% +633 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: 48,824 shares; 2024Q4: 45,008 shares; 2025Q1: 45,718 shares; 2025Q2: 49,268 shares; 2025Q3: 54,172 shares 54,172 $2.95M 0.07% +4,904 Timeline EEFT EURONET WORLDWIDE INC More: the full row for EURONET WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,880 shares; 2024Q4: 35,521 shares; 2025Q1: 33,906 shares; 2025Q2: 34,035 shares; 2025Q3: 32,975 shares 32,975 $2.9M 0.07% -1,060 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 330,581 shares; 2024Q4: 321,220 shares; 2025Q1: 263,100 shares; 2025Q2: 260,190 shares; 2025Q3: 218,815 shares 218,815 $2.88M 0.07% -41,375 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: 26,903 shares; 2024Q4: 27,166 shares; 2025Q1: 29,573 shares; 2025Q2: 30,038 shares; 2025Q3: 33,997 shares 33,997 $2.85M 0.07% +3,959 Timeline OKLO OKLO INC More: the full row for OKLO 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: 24,185 shares; 2025Q2: 25,332 shares; 2025Q3: 25,336 shares 25,336 $2.83M 0.07% +4 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: 39,558 shares; 2024Q4: 39,170 shares; 2025Q1: 39,183 shares; 2025Q2: 38,050 shares; 2025Q3: 42,283 shares 42,283 $2.82M 0.07% +4,233 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: 14,024 shares; 2024Q4: 13,752 shares; 2025Q1: 14,648 shares; 2025Q2: 15,174 shares; 2025Q3: 17,388 shares 17,388 $2.82M 0.07% +2,214 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: 20,787 shares; 2024Q4: 20,788 shares; 2025Q1: 20,679 shares; 2025Q2: 24,072 shares; 2025Q3: 25,349 shares 25,349 $2.81M 0.07% +1,277 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: 80,006 shares; 2024Q4: 80,007 shares; 2025Q1: 51,282 shares; 2025Q2: 61,223 shares; 2025Q3: 52,282 shares 52,282 $2.79M 0.07% -8,941 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: 6,853 shares; 2024Q4: 7,025 shares; 2025Q1: 7,605 shares; 2025Q2: 7,910 shares; 2025Q3: 9,237 shares 9,237 $2.78M 0.07% +1,327 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: 8,454 shares; 2024Q4: 8,850 shares; 2025Q1: 3,338 shares; 2025Q2: 3,339 shares; 2025Q3: 3,571 shares 3,571 $2.76M 0.07% +232 Timeline DSI 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: 22,236 shares; 2024Q4: 22,168 shares; 2025Q1: 22,169 shares; 2025Q2: 21,909 shares; 2025Q3: 21,874 shares 21,874 $2.75M 0.07% -35 Timeline EWH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,107 shares; 2024Q4: 107,680 shares; 2025Q1: 117,560 shares; 2025Q2: 124,720 shares; 2025Q3: 126,158 shares 126,158 $2.72M 0.06% +1,438 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 554,253 shares; 2024Q4: 527,755 shares; 2025Q1: 91,402 shares; 2025Q2: 65,638 shares; 2025Q3: 57,778 shares 57,778 $2.71M 0.06% -7,860 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,269 shares; 2024Q4: 35,269 shares; 2025Q1: 35,519 shares; 2025Q2: 35,269 shares; 2025Q3: 37,270 shares 37,270 $2.71M 0.06% +2,001 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,912 shares; 2024Q4: 19,118 shares; 2025Q1: 19,078 shares; 2025Q2: 19,807 shares; 2025Q3: 18,715 shares 18,715 $2.71M 0.06% -1,092 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: 20,366 shares; 2024Q4: 20,808 shares; 2025Q1: 21,476 shares; 2025Q2: 21,079 shares; 2025Q3: 16,093 shares 16,093 $2.69M 0.06% -4,986 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,055 shares; 2024Q4: 56,005 shares; 2025Q1: 11,300 shares; 2025Q2: 46,250 shares; 2025Q3: 78,585 shares 78,585 $2.69M 0.06% +32,335 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: 16,725 shares; 2025Q1: 11,380 shares; 2025Q2: 11,749 shares; 2025Q3: 11,442 shares 11,442 $2.69M 0.06% -307 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 83,905 shares; 2025Q1: 85,179 shares; 2025Q2: 84,350 shares; 2025Q3: 82,009 shares 82,009 $2.64M 0.06% -2,341 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: 22,082 shares; 2024Q4: 22,082 shares; 2025Q1: 22,884 shares; 2025Q2: 24,569 shares; 2025Q3: 24,111 shares 24,111 $2.63M 0.06% -458 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,520 shares; 2024Q4: 8,859 shares; 2025Q1: 8,867 shares; 2025Q2: 9,551 shares; 2025Q3: 13,537 shares 13,537 $2.59M 0.06% +3,986 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,076 shares; 2024Q4: 8,061 shares; 2025Q1: 8,061 shares; 2025Q2: 8,701 shares; 2025Q3: 13,186 shares 13,186 $2.56M 0.06% +4,485 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: 11,124 shares; 2024Q4: 11,158 shares; 2025Q1: 11,232 shares; 2025Q2: 15,900 shares; 2025Q3: 17,649 shares 17,649 $2.55M 0.06% +1,749 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: 35,426 shares; 2024Q4: 35,912 shares; 2025Q1: 35,886 shares; 2025Q2: 36,350 shares; 2025Q3: 37,994 shares 37,994 $2.55M 0.06% +1,644 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: 9,039 shares; 2024Q4: 8,099 shares; 2025Q1: 9,312 shares; 2025Q2: 8,280 shares; 2025Q3: 8,971 shares 8,971 $2.53M 0.06% +691 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,451 shares; 2024Q4: 86,215 shares; 2025Q1: 87,011 shares; 2025Q2: 115,831 shares; 2025Q3: 158,379 shares 158,379 $2.52M 0.06% +42,548 Timeline INMD INMODE LTD More: the full row for INMODE 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: 180,887 shares; 2025Q2: 177,048 shares; 2025Q3: 169,169 shares 169,169 $2.52M 0.06% -7,879 Timeline ASHR DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,702 shares; 2024Q4: 57,788 shares; 2025Q1: 64,562 shares; 2025Q2: 73,367 shares; 2025Q3: 75,417 shares 75,417 $2.49M 0.06% +2,050 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,526 shares; 2024Q4: 4,526 shares; 2025Q1: 5,199 shares; 2025Q2: 5,199 shares; 2025Q3: 5,199 shares 5,199 $2.44M 0.06% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,135 shares; 2024Q4: 10,668 shares; 2025Q1: 10,091 shares; 2025Q2: 10,802 shares; 2025Q3: 14,602 shares 14,602 $2.36M 0.06% +3,800 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: 21,378 shares; 2024Q4: 21,416 shares; 2025Q1: 21,840 shares; 2025Q2: 20,510 shares; 2025Q3: 21,101 shares 21,101 $2.36M 0.06% +591 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: 24,342 shares; 2024Q4: 26,642 shares; 2025Q1: 40,055 shares; 2025Q2: 48,308 shares; 2025Q3: 53,365 shares 53,365 $2.35M 0.06% +5,057 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,586 shares; 2024Q4: 71,711 shares; 2025Q1: 69,609 shares; 2025Q2: 66,406 shares; 2025Q3: 67,725 shares 67,725 $2.33M 0.06% +1,319 Timeline IGF 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: 4,829 shares; 2025Q3: 37,510 shares 37,510 $2.29M 0.05% +32,681 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: 13,896 shares; 2024Q4: 13,578 shares; 2025Q1: 13,769 shares; 2025Q2: 14,246 shares; 2025Q3: 14,765 shares 14,765 $2.29M 0.05% +519 Timeline SDY 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: 14,135 shares; 2024Q4: 14,536 shares; 2025Q1: 14,636 shares; 2025Q2: 14,836 shares; 2025Q3: 16,333 shares 16,333 $2.29M 0.05% +1,497 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,713 shares; 2024Q4: 9,816 shares; 2025Q1: 8,727 shares; 2025Q2: 8,995 shares; 2025Q3: 9,580 shares 9,580 $2.26M 0.05% +585 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: 4,077 shares; 2024Q4: 4,468 shares; 2025Q1: 4,571 shares; 2025Q2: 4,048 shares; 2025Q3: 4,731 shares 4,731 $2.26M 0.05% +683 Timeline SGDM SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,830 shares; 2024Q4: 40,830 shares; 2025Q1: 36,380 shares; 2025Q2: 36,380 shares; 2025Q3: 36,380 shares 36,380 $2.26M 0.05% 0 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: 3,930 shares; 2024Q4: 3,881 shares; 2025Q1: 4,088 shares; 2025Q2: 4,238 shares; 2025Q3: 4,743 shares 4,743 $2.25M 0.05% +505 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,227 shares; 2024Q4: 96,707 shares; 2025Q1: 120,148 shares; 2025Q2: 156,477 shares; 2025Q3: 214,955 shares 214,955 $2.25M 0.05% +58,478 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,068 shares; 2024Q4: 2,129 shares; 2025Q1: 2,169 shares; 2025Q2: 2,346 shares; 2025Q3: 2,711 shares 2,711 $2.24M 0.05% +365 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: 11,462 shares; 2024Q4: 11,484 shares; 2025Q1: 9,913 shares; 2025Q2: 9,913 shares; 2025Q3: 10,565 shares 10,565 $2.22M 0.05% +652 Timeline FXY INVESCO CURRENCYSHARES More: the full row for INVESCO CURRENCYSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,559 shares; 2024Q4: 67,420 shares; 2025Q1: 62,861 shares; 2025Q2: 47,086 shares; 2025Q3: 35,516 shares 35,516 $2.21M 0.05% -11,570 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: 79,622 shares; 2024Q4: 79,086 shares; 2025Q1: 67,937 shares; 2025Q2: 71,105 shares; 2025Q3: 70,307 shares 70,307 $2.21M 0.05% -798 Timeline XT 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: 39,837 shares; 2024Q4: 36,443 shares; 2025Q1: 31,050 shares; 2025Q2: 30,441 shares; 2025Q3: 30,441 shares 30,441 $2.19M 0.05% 0 Timeline EMB 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: 23,218 shares; 2024Q4: 22,168 shares; 2025Q1: 22,168 shares; 2025Q2: 22,819 shares; 2025Q3: 22,819 shares 22,819 $2.17M 0.05% 0 Timeline EWS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,098 shares; 2024Q4: 136,135 shares; 2025Q1: 68,970 shares; 2025Q2: 75,095 shares; 2025Q3: 76,572 shares 76,572 $2.17M 0.05% +1,477 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: 14,775 shares; 2024Q4: 18,005 shares; 2025Q1: 18,233 shares; 2025Q2: 18,233 shares; 2025Q3: 33,308 shares 33,308 $2.17M 0.05% +15,075 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: 4,156 shares; 2024Q4: 4,268 shares; 2025Q1: 4,288 shares; 2025Q2: 5,038 shares; 2025Q3: 4,838 shares 4,838 $2.16M 0.05% -200 Timeline EWA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,047 shares; 2024Q4: 64,032 shares; 2025Q1: 69,717 shares; 2025Q2: 77,692 shares; 2025Q3: 79,480 shares 79,480 $2.15M 0.05% +1,788 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,025 shares; 2024Q4: 20,025 shares; 2025Q1: 20,025 shares; 2025Q2: 20,025 shares; 2025Q3: 20,025 shares 20,025 $2.09M 0.05% 0 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,224 shares; 2024Q4: 121,810 shares; 2025Q1: 119,790 shares; 2025Q2: 117,557 shares; 2025Q3: 104,039 shares 104,039 $2.08M 0.05% -13,518 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: 11,806 shares; 2024Q4: 12,960 shares; 2025Q1: 12,136 shares; 2025Q2: 13,529 shares; 2025Q3: 13,961 shares 13,961 $2.07M 0.05% +432 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: 18,205 shares; 2024Q4: 19,455 shares; 2025Q1: 18,865 shares; 2025Q2: 21,382 shares; 2025Q3: 21,709 shares 21,709 $2.05M 0.05% +327 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: 2,828 shares; 2024Q4: 2,816 shares; 2025Q1: 2,934 shares; 2025Q2: 3,745 shares; 2025Q3: 4,182 shares 4,182 $2.04M 0.05% +437 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: 6,042 shares; 2024Q4: 6,657 shares; 2025Q1: 6,655 shares; 2025Q2: 8,328 shares; 2025Q3: 9,234 shares 9,234 $1.99M 0.05% +906 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: 541,522 shares; 2024Q4: 314,244 shares; 2025Q1: 68,137 shares; 2025Q2: 72,818 shares; 2025Q3: 69,353 shares 69,353 $1.96M 0.05% -3,465 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: 4,770 shares; 2024Q4: 5,429 shares; 2025Q1: 5,964 shares; 2025Q2: 12,880 shares; 2025Q3: 12,347 shares 12,347 $1.96M 0.05% -533 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: 39,459 shares; 2024Q4: 41,113 shares; 2025Q1: 40,126 shares; 2025Q2: 39,839 shares; 2025Q3: 43,458 shares 43,458 $1.96M 0.05% +3,619 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,420 shares; 2024Q4: 47,127 shares; 2025Q1: 48,010 shares; 2025Q2: 62,956 shares; 2025Q3: 66,954 shares 66,954 $1.93M 0.05% +3,998 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: 4,244 shares; 2024Q4: 4,278 shares; 2025Q1: 6,022 shares; 2025Q2: 10,105 shares; 2025Q3: 10,109 shares 10,109 $1.92M 0.05% +4 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,418 shares; 2024Q4: 32,419 shares; 2025Q1: 25,512 shares; 2025Q2: 25,512 shares; 2025Q3: 25,649 shares 25,649 $1.91M 0.05% +137 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: 6,794 shares; 2024Q4: 6,806 shares; 2025Q1: 5,591 shares; 2025Q2: 6,595 shares; 2025Q3: 6,467 shares 6,467 $1.91M 0.05% -128 Timeline SUSA 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: 14,529 shares; 2024Q4: 14,401 shares; 2025Q1: 14,298 shares; 2025Q2: 14,079 shares; 2025Q3: 14,010 shares 14,010 $1.9M 0.05% -69 Timeline GOLD GOLD COM INC More: the full row for GOLD COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,547 shares; 2024Q4: 157,033 shares; 2025Q1: 139,086 shares; 2025Q2: 137,922 shares; 2025Q3: 73,258 shares 73,258 $1.9M 0.05% -64,664 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,906 shares; 2024Q4: 18,109 shares; 2025Q1: 13,238 shares; 2025Q2: 23,777 shares; 2025Q3: 33,915 shares 33,915 $1.89M 0.04% +10,138 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: 18,645 shares; 2024Q4: 18,534 shares; 2025Q1: 18,534 shares; 2025Q2: 18,534 shares; 2025Q3: 18,775 shares 18,775 $1.88M 0.04% +241 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,796 shares; 2024Q4: 17,225 shares; 2025Q1: 17,680 shares; 2025Q2: 23,869 shares; 2025Q3: 31,510 shares 31,510 $1.87M 0.04% +7,641 VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,347 shares; 2024Q4: 6,328 shares; 2025Q1: 6,328 shares; 2025Q2: 6,328 shares; 2025Q3: 6,328 shares 6,328 $1.87M 0.04% 0 Timeline IWP 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: 7,812 shares; 2024Q4: 8,684 shares; 2025Q1: 10,405 shares; 2025Q2: 11,857 shares; 2025Q3: 12,868 shares 12,868 $1.83M 0.04% +1,011 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: 4,166 shares; 2024Q4: 4,158 shares; 2025Q1: 4,131 shares; 2025Q2: 4,646 shares; 2025Q3: 4,926 shares 4,926 $1.83M 0.04% +280 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,212 shares; 2024Q4: 33,912 shares; 2025Q1: 38,174 shares; 2025Q2: 42,154 shares; 2025Q3: 43,038 shares 43,038 $1.81M 0.04% +884 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: 3,117 shares; 2024Q4: 3,024 shares; 2025Q1: 2,975 shares; 2025Q2: 2,774 shares; 2025Q3: 3,673 shares 3,673 $1.78M 0.04% +899 Timeline CMF 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: 34,134 shares; 2024Q4: 34,134 shares; 2025Q1: 34,134 shares; 2025Q2: 38,184 shares; 2025Q3: 31,184 shares 31,184 $1.78M 0.04% -7,000 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,528 shares; 2024Q4: 69,143 shares; 2025Q1: 67,824 shares; 2025Q2: 83,255 shares; 2025Q3: 105,349 shares 105,349 $1.76M 0.04% +22,094 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: 10,442 shares; 2024Q4: 11,115 shares; 2025Q1: 21,230 shares; 2025Q2: 3,222 shares; 2025Q3: 3,532 shares 3,532 $1.76M 0.04% +310 Timeline DGRO 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: 13,159 shares; 2024Q4: 18,509 shares; 2025Q1: 21,350 shares; 2025Q2: 25,675 shares; 2025Q3: 25,675 shares 25,675 $1.75M 0.04% 0 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,427 shares; 2024Q4: 10,810 shares; 2025Q1: 10,228 shares; 2025Q2: 11,633 shares; 2025Q3: 11,785 shares 11,785 $1.74M 0.04% +152 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,451 shares; 2024Q4: 1,457 shares; 2025Q1: 1,457 shares; 2025Q2: 1,535 shares; 2025Q3: 1,882 shares 1,882 $1.73M 0.04% +347 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: 7,599 shares; 2024Q4: 7,582 shares; 2025Q1: 7,611 shares; 2025Q2: 7,466 shares; 2025Q3: 7,018 shares 7,018 $1.73M 0.04% -448 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: 22,932 shares; 2024Q4: 23,283 shares; 2025Q1: 19,080 shares; 2025Q2: 20,092 shares; 2025Q3: 22,697 shares 22,697 $1.71M 0.04% +2,605 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: 12,383 shares; 2024Q4: 12,383 shares; 2025Q1: 12,383 shares; 2025Q2: 48,915 shares; 2025Q3: 37,810 shares 37,810 $1.71M 0.04% -11,105 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,974 shares; 2024Q4: 18,850 shares; 2025Q1: 18,788 shares; 2025Q2: 17,668 shares; 2025Q3: 20,035 shares 20,035 $1.69M 0.04% +2,367 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: 8,133 shares; 2025Q1: 13,263 shares; 2025Q2: 10,359 shares; 2025Q3: 12,563 shares 12,563 $1.68M 0.04% +2,204 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,926 shares; 2024Q4: 5,976 shares; 2025Q1: 6,425 shares; 2025Q2: 7,309 shares; 2025Q3: 7,515 shares 7,515 $1.65M 0.04% +206 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,667 shares; 2024Q4: 19,036 shares; 2025Q1: 22,842 shares; 2025Q2: 23,851 shares; 2025Q3: 23,218 shares 23,218 $1.65M 0.04% -633 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: 24,317 shares; 2024Q4: 27,951 shares; 2025Q1: 30,188 shares; 2025Q2: 28,618 shares; 2025Q3: 39,805 shares 39,805 $1.63M 0.04% +11,187 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,631 shares; 2024Q4: 28,078 shares; 2025Q1: 29,738 shares; 2025Q2: 29,410 shares; 2025Q3: 29,697 shares 29,697 $1.61M 0.04% +287 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: 13,719 shares; 2024Q4: 13,252 shares; 2025Q1: 14,216 shares; 2025Q2: 15,034 shares; 2025Q3: 16,770 shares 16,770 $1.61M 0.04% +1,736 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: 1,806 shares; 2024Q4: 1,888 shares; 2025Q1: 2,096 shares; 2025Q2: 2,211 shares; 2025Q3: 2,586 shares 2,586 $1.59M 0.04% +375 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: 17,013 shares; 2024Q4: 15,970 shares; 2025Q1: 13,939 shares; 2025Q2: 15,202 shares; 2025Q3: 23,954 shares 23,954 $1.58M 0.04% +8,752 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,612 shares; 2024Q4: 22,714 shares; 2025Q1: 18,297 shares; 2025Q2: 23,482 shares; 2025Q3: 23,482 shares 23,482 $1.57M 0.04% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,838 shares; 2024Q4: 16,400 shares; 2025Q1: 16,655 shares; 2025Q2: 16,301 shares; 2025Q3: 16,862 shares 16,862 $1.57M 0.04% +561 Timeline OEF 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: 3,750 shares; 2024Q4: 3,911 shares; 2025Q1: 3,759 shares; 2025Q2: 3,759 shares; 2025Q3: 4,724 shares 4,724 $1.57M 0.04% +965 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,918 shares; 2024Q4: 17,099 shares; 2025Q1: 19,560 shares; 2025Q2: 16,927 shares; 2025Q3: 33,289 shares 33,289 $1.57M 0.04% +16,362 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,583 shares; 2024Q4: 37,703 shares; 2025Q1: 38,678 shares; 2025Q2: 41,328 shares; 2025Q3: 37,028 shares 37,028 $1.57M 0.04% -4,300 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: 11,736 shares; 2024Q4: 11,766 shares; 2025Q1: 12,364 shares; 2025Q2: 12,829 shares; 2025Q3: 13,364 shares 13,364 $1.55M 0.04% +535 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,181 shares; 2024Q4: 8,889 shares; 2025Q1: 10,793 shares; 2025Q2: 7,170 shares; 2025Q3: 8,393 shares 8,393 $1.54M 0.04% +1,223 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,872 shares; 2024Q4: 48,412 shares; 2025Q1: 49,423 shares; 2025Q2: 52,627 shares; 2025Q3: 79,135 shares 79,135 $1.52M 0.04% +26,508 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: 9,460 shares; 2024Q4: 9,466 shares; 2025Q1: 9,961 shares; 2025Q2: 29,230 shares; 2025Q3: 30,769 shares 30,769 $1.51M 0.04% +1,539 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: 4,206 shares; 2024Q4: 4,224 shares; 2025Q1: 4,612 shares; 2025Q2: 5,699 shares; 2025Q3: 5,717 shares 5,717 $1.5M 0.04% +18 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,283 shares; 2024Q4: 35,283 shares; 2025Q1: 35,283 shares; 2025Q2: 35,483 shares; 2025Q3: 38,853 shares 38,853 $1.5M 0.04% +3,370 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,852 shares; 2024Q4: 24,098 shares; 2025Q1: 21,003 shares; 2025Q2: 21,635 shares; 2025Q3: 25,747 shares 25,747 $1.49M 0.04% +4,112 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: 25,605 shares; 2024Q4: 23,011 shares; 2025Q1: 23,058 shares; 2025Q2: 21,929 shares; 2025Q3: 23,489 shares 23,489 $1.49M 0.04% +1,560 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: 12,573 shares; 2024Q4: 12,306 shares; 2025Q1: 19,885 shares; 2025Q2: 20,088 shares; 2025Q3: 19,720 shares 19,720 $1.49M 0.04% -368 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: 8,082 shares; 2025Q1: 8,578 shares; 2025Q2: 8,715 shares; 2025Q3: 10,165 shares 10,165 $1.48M 0.04% +1,450 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,974 shares; 2024Q4: 15,499 shares; 2025Q1: 15,718 shares; 2025Q2: 21,279 shares; 2025Q3: 27,902 shares 27,902 $1.48M 0.04% +6,623 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: 3,266 shares; 2024Q4: 3,262 shares; 2025Q1: 3,325 shares; 2025Q2: 3,310 shares; 2025Q3: 3,491 shares 3,491 $1.47M 0.04% +181 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,958 shares; 2024Q4: 35,516 shares; 2025Q1: 40,217 shares; 2025Q2: 43,446 shares; 2025Q3: 55,653 shares 55,653 $1.45M 0.03% +12,207 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: 5,066 shares; 2024Q4: 5,082 shares; 2025Q1: 5,228 shares; 2025Q2: 5,353 shares; 2025Q3: 5,863 shares 5,863 $1.45M 0.03% +510 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,818 shares; 2024Q4: 4,808 shares; 2025Q1: 4,783 shares; 2025Q2: 5,212 shares; 2025Q3: 5,778 shares 5,778 $1.42M 0.03% +566 Timeline MR COOPER GROUP INC MR COOPER GROUP INC More: the full row for MR COOPER GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,294 shares; 2024Q4: 5,331 shares; 2025Q1: 5,504 shares; 2025Q2: 5,645 shares; 2025Q3: 6,673 shares 6,673 $1.42M 0.03% +1,028 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: 20,538 shares; 2024Q4: 16,035 shares; 2025Q1: 11,718 shares; 2025Q2: 11,198 shares; 2025Q3: 12,364 shares 12,364 $1.42M 0.03% +1,166 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: 7,594 shares; 2024Q4: 7,620 shares; 2025Q1: 7,914 shares; 2025Q2: 9,176 shares; 2025Q3: 11,020 shares 11,020 $1.36M 0.03% +1,844 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,705 shares; 2024Q4: 6,590 shares; 2025Q1: 6,590 shares; 2025Q2: 6,590 shares; 2025Q3: 6,590 shares 6,590 $1.31M 0.03% 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: 913 shares; 2024Q4: 772 shares; 2025Q1: 1,009 shares; 2025Q2: 1,054 shares; 2025Q3: 1,213 shares 1,213 $1.31M 0.03% +159 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: 2,032 shares; 2024Q4: 1,937 shares; 2025Q1: 1,420 shares; 2025Q2: 1,575 shares; 2025Q3: 2,651 shares 2,651 $1.31M 0.03% +1,076 Timeline SCHX 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: 29,296 shares; 2024Q4: 40,575 shares; 2025Q1: 49,354 shares; 2025Q2: 49,360 shares; 2025Q3: 49,366 shares 49,366 $1.3M 0.03% +6 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: 1,370 shares; 2024Q4: 1,341 shares; 2025Q1: 1,351 shares; 2025Q2: 1,228 shares; 2025Q3: 1,373 shares 1,373 $1.28M 0.03% +145 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: 556 shares; 2024Q4: 557 shares; 2025Q1: 603 shares; 2025Q2: 9,206 shares; 2025Q3: 11,850 shares 11,850 $1.28M 0.03% +2,644 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,542 shares; 2024Q4: 55,542 shares; 2025Q1: 55,542 shares; 2025Q2: 56,135 shares; 2025Q3: 51,235 shares 51,235 $1.27M 0.03% -4,900 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: 24,314 shares; 2024Q4: 24,674 shares; 2025Q1: 8,155 shares; 2025Q2: 8,232 shares; 2025Q3: 7,521 shares 7,521 $1.27M 0.03% -711 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,557 shares; 2024Q4: 23,860 shares; 2025Q1: 23,860 shares; 2025Q2: 23,860 shares; 2025Q3: 23,860 shares 23,860 $1.27M 0.03% 0 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,609 shares; 2024Q4: 15,254 shares; 2025Q1: 17,661 shares; 2025Q2: 21,210 shares; 2025Q3: 28,132 shares 28,132 $1.25M 0.03% +6,922 Timeline SCHM 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: 2,503 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,068 shares; 2025Q3: 42,068 shares 42,068 $1.25M 0.03% 0 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: 581 shares; 2024Q4: 954 shares; 2025Q1: 1,168 shares; 2025Q2: 1,600 shares; 2025Q3: 1,786 shares 1,786 $1.25M 0.03% +186 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,430 shares; 2024Q4: 12,537 shares; 2025Q1: 14,040 shares; 2025Q2: 14,047 shares; 2025Q3: 14,671 shares 14,671 $1.24M 0.03% +624 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,555 shares; 2024Q4: 11,594 shares; 2025Q1: 11,796 shares; 2025Q2: 11,466 shares; 2025Q3: 12,170 shares 12,170 $1.23M 0.03% +704 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: 4,467 shares; 2024Q4: 4,101 shares; 2025Q1: 8,984 shares; 2025Q2: 8,740 shares; 2025Q3: 9,011 shares 9,011 $1.23M 0.03% +271 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: 23,942 shares; 2024Q4: 22,970 shares; 2025Q1: 22,660 shares; 2025Q2: 22,231 shares; 2025Q3: 22,603 shares 22,603 $1.22M 0.03% +372 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,382 shares; 2024Q4: 4,362 shares; 2025Q1: 4,420 shares; 2025Q2: 4,748 shares; 2025Q3: 5,106 shares 5,106 $1.21M 0.03% +358 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: 49,529 shares; 2024Q4: 50,691 shares; 2025Q1: 47,905 shares; 2025Q2: 5,877 shares; 2025Q3: 6,446 shares 6,446 $1.21M 0.03% +569 Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,401 shares; 2025Q1: 7,715 shares; 2025Q2: not reported; 2025Q3: 35,445 shares 35,445 $1.2M 0.03% new Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,797 shares; 2024Q4: 10,515 shares; 2025Q1: 10,016 shares; 2025Q2: 20,819 shares; 2025Q3: 27,635 shares 27,635 $1.2M 0.03% +6,816 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: 6,821 shares; 2024Q4: 6,679 shares; 2025Q1: 6,650 shares; 2025Q2: 6,599 shares; 2025Q3: 7,038 shares 7,038 $1.19M 0.03% +439 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: 3,090 shares; 2024Q4: 3,104 shares; 2025Q1: 3,001 shares; 2025Q2: 3,032 shares; 2025Q3: 3,249 shares 3,249 $1.18M 0.03% +217 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,480 shares; 2024Q4: 7,420 shares; 2025Q1: 3,429 shares; 2025Q2: 4,329 shares; 2025Q3: 12,406 shares 12,406 $1.18M 0.03% +8,077 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,076 shares; 2025Q2: 11,325 shares; 2025Q3: 12,878 shares 12,878 $1.18M 0.03% +1,553 Timeline GDXJ 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: 85,165 shares; 2024Q4: 85,143 shares; 2025Q1: 13,257 shares; 2025Q2: 14,487 shares; 2025Q3: 11,802 shares 11,802 $1.17M 0.03% -2,685 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,040 shares; 2024Q4: 7,040 shares; 2025Q1: 4,933 shares; 2025Q2: 4,776 shares; 2025Q3: 4,729 shares 4,729 $1.16M 0.03% -47 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,632 shares; 2024Q4: 1,646 shares; 2025Q1: 1,902 shares; 2025Q2: 1,928 shares; 2025Q3: 2,391 shares 2,391 $1.16M 0.03% +463 Timeline FHB FIRST HAWAIIAN INC More: the full row for FIRST HAWAIIAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,611 shares; 2024Q4: 37,260 shares; 2025Q1: 41,553 shares; 2025Q2: 36,174 shares; 2025Q3: 46,582 shares 46,582 $1.16M 0.03% +10,408 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: 17,592 shares; 2024Q4: 17,517 shares; 2025Q1: 18,118 shares; 2025Q2: 24,382 shares; 2025Q3: 23,426 shares 23,426 $1.14M 0.03% -956 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,324 shares; 2024Q4: 4,533 shares; 2025Q1: 4,447 shares; 2025Q2: 4,272 shares; 2025Q3: 4,653 shares 4,653 $1.14M 0.03% +381 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: 13,769 shares; 2024Q4: 14,355 shares; 2025Q1: 14,424 shares; 2025Q2: 16,914 shares; 2025Q3: 23,778 shares 23,778 $1.14M 0.03% +6,864 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,553 shares; 2024Q4: 24,573 shares; 2025Q1: 25,811 shares; 2025Q2: 21,885 shares; 2025Q3: 26,509 shares 26,509 $1.13M 0.03% +4,624 Timeline EFV 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: 11,565 shares; 2025Q3: 16,580 shares 16,580 $1.12M 0.03% +5,015 Timeline FIVA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,825 shares; 2024Q4: 35,825 shares; 2025Q1: 35,825 shares; 2025Q2: 35,825 shares; 2025Q3: 35,825 shares 35,825 $1.12M 0.03% 0 Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,627 shares; 2024Q4: 16,844 shares; 2025Q1: 18,169 shares; 2025Q2: 19,864 shares; 2025Q3: 20,284 shares 20,284 $1.12M 0.03% +420 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: 41,792 shares; 2024Q4: 41,735 shares; 2025Q1: 10,742 shares; 2025Q2: 10,281 shares; 2025Q3: 9,985 shares 9,985 $1.11M 0.03% -296 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: 931 shares; 2024Q4: 901 shares; 2025Q1: 1,089 shares; 2025Q2: 1,140 shares; 2025Q3: 1,204 shares 1,204 $1.11M 0.03% +64 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: 41,485 shares; 2024Q4: 41,904 shares; 2025Q1: 38,172 shares; 2025Q2: 32,080 shares; 2025Q3: 33,046 shares 33,046 $1.11M 0.03% +966 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: 9,194 shares; 2024Q4: 9,253 shares; 2025Q1: 9,708 shares; 2025Q2: 9,426 shares; 2025Q3: 9,887 shares 9,887 $1.11M 0.03% +461 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,657 shares; 2024Q4: 2,532 shares; 2025Q1: 2,560 shares; 2025Q2: 2,727 shares; 2025Q3: 3,135 shares 3,135 $1.1M 0.03% +408 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: 5,080 shares; 2024Q4: 4,820 shares; 2025Q1: 7,498 shares; 2025Q2: 3,947 shares; 2025Q3: 19,233 shares 19,233 $1.06M 0.03% +15,286 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,974 shares; 2024Q4: 1,934 shares; 2025Q1: 1,920 shares; 2025Q2: 2,060 shares; 2025Q3: 2,221 shares 2,221 $1.06M 0.03% +161 Timeline BTU PEABODY ENGR CORP More: the full row for PEABODY ENGR 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: 43,485 shares; 2025Q2: 40,823 shares; 2025Q3: 39,613 shares 39,613 $1.05M 0.02% -1,210 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,702 shares; 2024Q4: 3,568 shares; 2025Q1: 3,397 shares; 2025Q2: 3,397 shares; 2025Q3: 3,397 shares 3,397 $1.05M 0.02% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,522 shares; 2024Q4: 6,560 shares; 2025Q1: 6,793 shares; 2025Q2: 8,743 shares; 2025Q3: 8,239 shares 8,239 $1.04M 0.02% -504 Timeline EFG 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: 2,491 shares; 2024Q4: 2,491 shares; 2025Q1: 2,491 shares; 2025Q2: 9,062 shares; 2025Q3: 9,112 shares 9,112 $1.04M 0.02% +50 Timeline CSM 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: 13,552 shares; 2024Q4: 13,552 shares; 2025Q1: 13,552 shares; 2025Q2: 13,552 shares; 2025Q3: 13,552 shares 13,552 $1.04M 0.02% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,340 shares; 2024Q4: 3,690 shares; 2025Q1: 3,728 shares; 2025Q2: 3,297 shares; 2025Q3: 4,334 shares 4,334 $1.04M 0.02% +1,037 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: 1,171 shares; 2024Q4: 1,157 shares; 2025Q1: 1,501 shares; 2025Q2: 1,697 shares; 2025Q3: 2,115 shares 2,115 $1.04M 0.02% +418 Timeline SBSW SIBANYE STILLWATER LTD More: the full row for SIBANYE STILLWATER LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 159,129 shares; 2025Q1: 132,800 shares; 2025Q2: 107,255 shares; 2025Q3: 92,115 shares 92,115 $1.04M 0.02% -15,140 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,135 shares; 2024Q4: 4,135 shares; 2025Q1: 5,085 shares; 2025Q2: 5,085 shares; 2025Q3: 5,085 shares 5,085 $1.04M 0.02% 0 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,325 shares; 2024Q4: 104,400 shares; 2025Q1: 104,405 shares; 2025Q2: 106,595 shares; 2025Q3: 154,484 shares 154,484 $1.04M 0.02% +47,889 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,219 shares; 2024Q4: 2,269 shares; 2025Q1: 2,515 shares; 2025Q2: 2,379 shares; 2025Q3: 2,978 shares 2,978 $1.03M 0.02% +599 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: 6,946 shares; 2024Q4: 6,941 shares; 2025Q1: 8,364 shares; 2025Q2: 8,683 shares; 2025Q3: 9,210 shares 9,210 $1.02M 0.02% +527 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: 7,644 shares; 2024Q4: 8,479 shares; 2025Q1: 8,782 shares; 2025Q2: 9,123 shares; 2025Q3: 8,991 shares 8,991 $1.01M 0.02% -132 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: 150,806 shares; 2024Q4: 16,708 shares; 2025Q1: 15,472 shares; 2025Q2: 21,055 shares; 2025Q3: 20,054 shares 20,054 $1.01M 0.02% -1,001 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,753 shares; 2024Q4: 16,720 shares; 2025Q1: 15,950 shares; 2025Q2: 19,824 shares; 2025Q3: 28,350 shares 28,350 $1.01M 0.02% +8,526 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: 4,084 shares; 2024Q4: 4,098 shares; 2025Q1: 4,277 shares; 2025Q2: 4,221 shares; 2025Q3: 4,667 shares 4,667 $1.01M 0.02% +446 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,491 shares; 2024Q4: 13,765 shares; 2025Q1: 10,466 shares; 2025Q2: 9,357 shares; 2025Q3: 10,791 shares 10,791 $1M 0.02% +1,434 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: 11,852 shares; 2024Q4: 10,796 shares; 2025Q1: 77,957 shares; 2025Q2: 85,441 shares; 2025Q3: 11,159 shares 11,159 $1M 0.02% -74,282 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: 6,905 shares; 2024Q4: 6,839 shares; 2025Q1: 8,076 shares; 2025Q2: 13,737 shares; 2025Q3: 14,850 shares 14,850 $1000K 0.02% +1,113 Timeline WDS WOODSIDE ENERGY GROUP LTD More: the full row for WOODSIDE ENERGY GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,076 shares; 2024Q4: 28,127 shares; 2025Q1: 26,231 shares; 2025Q2: 42,239 shares; 2025Q3: 65,984 shares 65,984 $993K 0.02% +23,745 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: 4,146 shares; 2024Q4: 3,880 shares; 2025Q1: 3,475 shares; 2025Q2: 3,920 shares; 2025Q3: 4,995 shares 4,995 $992K 0.02% +1,075 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: 4,971 shares; 2024Q4: 5,649 shares; 2025Q1: 6,158 shares; 2025Q2: 6,981 shares; 2025Q3: 7,544 shares 7,544 $990K 0.02% +563 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,758 shares; 2024Q4: 6,579 shares; 2025Q1: 6,955 shares; 2025Q2: 7,008 shares; 2025Q3: 8,586 shares 8,586 $988K 0.02% +1,578 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,392 shares; 2024Q4: 5,585 shares; 2025Q1: 6,498 shares; 2025Q2: 6,559 shares; 2025Q3: 6,686 shares 6,686 $986K 0.02% +127 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,548 shares; 2024Q4: 16,882 shares; 2025Q1: 19,588 shares; 2025Q2: 18,231 shares; 2025Q3: 23,009 shares 23,009 $979K 0.02% +4,778 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: 2,640 shares; 2024Q4: 2,539 shares; 2025Q1: 2,798 shares; 2025Q2: 2,649 shares; 2025Q3: 2,497 shares 2,497 $978K 0.02% -152 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: 12,315 shares; 2024Q4: 56,325 shares; 2025Q1: 51,114 shares; 2025Q2: 18,050 shares; 2025Q3: 81,612 shares 81,612 $976K 0.02% +63,562 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: 3,698 shares; 2024Q4: 3,435 shares; 2025Q1: 4,054 shares; 2025Q2: 4,041 shares; 2025Q3: 3,370 shares 3,370 $971K 0.02% -671 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,704 shares; 2024Q4: 1,753 shares; 2025Q1: 2,326 shares; 2025Q2: 2,893 shares; 2025Q3: 3,570 shares 3,570 $971K 0.02% +677 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,599 shares; 2024Q4: 6,599 shares; 2025Q1: 6,808 shares; 2025Q2: 8,673 shares; 2025Q3: 8,560 shares 8,560 $969K 0.02% -113 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,475 shares; 2024Q4: 12,870 shares; 2025Q1: 13,377 shares; 2025Q2: 21,178 shares; 2025Q3: 31,351 shares 31,351 $966K 0.02% +10,173 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: 1,918 shares; 2024Q4: 1,921 shares; 2025Q1: 1,982 shares; 2025Q2: 1,960 shares; 2025Q3: 1,963 shares 1,963 $964K 0.02% +3 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,537 shares; 2024Q4: 12,541 shares; 2025Q1: 12,833 shares; 2025Q2: 12,966 shares; 2025Q3: 12,254 shares 12,254 $953K 0.02% -712 Timeline XLK 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: 3,107 shares; 2024Q4: 3,197 shares; 2025Q1: 3,197 shares; 2025Q2: 3,097 shares; 2025Q3: 3,377 shares 3,377 $952K 0.02% +280 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: 13,638 shares; 2024Q4: 11,060 shares; 2025Q1: 14,348 shares; 2025Q2: 15,093 shares; 2025Q3: 15,029 shares 15,029 $946K 0.02% -64 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: 2,590 shares; 2024Q4: 2,319 shares; 2025Q1: 2,326 shares; 2025Q2: 2,667 shares; 2025Q3: 3,613 shares 3,613 $941K 0.02% +946 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: 5,153 shares; 2024Q4: 4,954 shares; 2025Q1: 5,168 shares; 2025Q2: 4,988 shares; 2025Q3: 4,973 shares 4,973 $933K 0.02% -15 Timeline HBM HUDBAY MINERALS INC More: the full row for HUDBAY MINERALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,082 shares; 2024Q4: 76,011 shares; 2025Q1: 66,312 shares; 2025Q2: 66,130 shares; 2025Q3: 61,467 shares 61,467 $932K 0.02% -4,663 Timeline EFAV 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: 11,847 shares; 2024Q4: 9,647 shares; 2025Q1: 9,647 shares; 2025Q2: 10,969 shares; 2025Q3: 10,969 shares 10,969 $931K 0.02% 0 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,055 shares; 2024Q4: 7,099 shares; 2025Q1: 7,333 shares; 2025Q2: 7,272 shares; 2025Q3: 8,905 shares 8,905 $928K 0.02% +1,633 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: 12,903 shares; 2024Q4: 13,073 shares; 2025Q1: 10,122 shares; 2025Q2: 10,897 shares; 2025Q3: 11,293 shares 11,293 $926K 0.02% +396 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: 9,704 shares; 2024Q4: 10,156 shares; 2025Q1: 10,512 shares; 2025Q2: 10,726 shares; 2025Q3: 11,244 shares 11,244 $926K 0.02% +518 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,101 shares; 2024Q4: 5,101 shares; 2025Q1: 5,818 shares; 2025Q2: 6,807 shares; 2025Q3: 6,817 shares 6,817 $923K 0.02% +10 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: 3,587 shares; 2024Q4: 3,746 shares; 2025Q1: 3,990 shares; 2025Q2: 4,000 shares; 2025Q3: 4,920 shares 4,920 $919K 0.02% +920 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: 5,059 shares; 2024Q4: 4,177 shares; 2025Q1: 4,214 shares; 2025Q2: 6,115 shares; 2025Q3: 12,570 shares 12,570 $913K 0.02% +6,455 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,418 shares; 2024Q4: 1,593 shares; 2025Q1: 1,846 shares; 2025Q2: 3,112 shares; 2025Q3: 3,324 shares 3,324 $912K 0.02% +212 Timeline HP HELMERICH & PAYNE INC More: the full row for HELMERICH & PAYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,053 shares; 2024Q4: 21,621 shares; 2025Q1: 28,330 shares; 2025Q2: 46,617 shares; 2025Q3: 40,951 shares 40,951 $905K 0.02% -5,666 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: 5,590 shares; 2024Q4: 5,593 shares; 2025Q1: 5,710 shares; 2025Q2: 5,558 shares; 2025Q3: 6,976 shares 6,976 $899K 0.02% +1,418 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,802 shares; 2024Q4: 37,385 shares; 2025Q1: 31,003 shares; 2025Q2: 39,523 shares; 2025Q3: 61,214 shares 61,214 $896K 0.02% +21,691 Timeline TS TENARIS S A More: the full row for TENARIS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,461 shares; 2024Q4: 20,461 shares; 2025Q1: 20,520 shares; 2025Q2: 20,250 shares; 2025Q3: 24,963 shares 24,963 $893K 0.02% +4,713 Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,030 shares; 2025Q1: 16,840 shares; 2025Q2: 22,928 shares; 2025Q3: 31,454 shares 31,454 $884K 0.02% +8,526 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: 5,109 shares; 2024Q4: 5,104 shares; 2025Q1: 4,959 shares; 2025Q2: 5,643 shares; 2025Q3: 6,089 shares 6,089 $879K 0.02% +446 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: 5,564 shares; 2024Q4: 5,677 shares; 2025Q1: 5,677 shares; 2025Q2: 5,720 shares; 2025Q3: 5,642 shares 5,642 $876K 0.02% -78 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,557 shares; 2024Q4: 3,545 shares; 2025Q1: 3,893 shares; 2025Q2: 4,252 shares; 2025Q3: 4,256 shares 4,256 $874K 0.02% +4 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: 1,472 shares; 2024Q4: 1,394 shares; 2025Q1: 1,470 shares; 2025Q2: 1,526 shares; 2025Q3: 1,904 shares 1,904 $873K 0.02% +378 Timeline NOV NOV INC More: the full row for NOV 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: 52,220 shares; 2025Q2: 51,870 shares; 2025Q3: 65,666 shares 65,666 $870K 0.02% +13,796 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; 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: 41,576 shares; 2025Q3: 41,408 shares 41,408 $870K 0.02% -168 Timeline VCTR VICTORY CAP HLDGS INC DEL More: the full row for VICTORY CAP HLDGS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,542 shares; 2024Q4: 12,443 shares; 2025Q1: 12,357 shares; 2025Q2: 12,357 shares; 2025Q3: 13,369 shares 13,369 $866K 0.02% +1,012 Timeline AI C3 AI INC More: the full row for C3 AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,163 shares; 2024Q4: 50,200 shares; 2025Q1: 49,848 shares; 2025Q2: 50,014 shares; 2025Q3: 49,848 shares 49,848 $864K 0.02% -166 Timeline VNQI 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: 14,925 shares; 2024Q4: 14,925 shares; 2025Q1: 14,925 shares; 2025Q2: 18,001 shares; 2025Q3: 18,001 shares 18,001 $859K 0.02% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,225 shares; 2024Q4: 6,331 shares; 2025Q1: 7,541 shares; 2025Q2: 7,868 shares; 2025Q3: 8,797 shares 8,797 $859K 0.02% +929 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: 34,685 shares; 2024Q4: 39,399 shares; 2025Q1: 51,939 shares; 2025Q2: 62,530 shares; 2025Q3: 95,252 shares 95,252 $854K 0.02% +32,722 Timeline SNA SNAP ON INC More: the full row for SNAP ON 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: 1,378 shares; 2025Q1: 1,728 shares; 2025Q2: 2,473 shares; 2025Q3: 2,465 shares 2,465 $854K 0.02% -8 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,494 shares; 2024Q4: 23,716 shares; 2025Q1: 23,737 shares; 2025Q2: 24,518 shares; 2025Q3: 41,217 shares 41,217 $852K 0.02% +16,699 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER 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: 15,128 shares; 2025Q3: 19,254 shares 19,254 $846K 0.02% +4,126 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,488 shares; 2024Q4: 30,203 shares; 2025Q1: 25,608 shares; 2025Q2: 20,903 shares; 2025Q3: 21,817 shares 21,817 $845K 0.02% +914 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,852 shares; 2024Q4: 13,019 shares; 2025Q1: 15,154 shares; 2025Q2: 15,436 shares; 2025Q3: 23,829 shares 23,829 $844K 0.02% +8,393 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,777 shares; 2024Q4: 6,953 shares; 2025Q1: 5,452 shares; 2025Q2: 10,993 shares; 2025Q3: 14,696 shares 14,696 $844K 0.02% +3,703 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: 9,828 shares; 2024Q4: 9,867 shares; 2025Q1: 9,886 shares; 2025Q2: 10,446 shares; 2025Q3: 10,466 shares 10,466 $836K 0.02% +20 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,173 shares; 2024Q4: 10,898 shares; 2025Q1: 10,710 shares; 2025Q2: 71,248 shares; 2025Q3: 63,792 shares 63,792 $811K 0.02% -7,456 Timeline CRBN 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: 3,566 shares; 2024Q4: 3,566 shares; 2025Q1: 3,566 shares; 2025Q2: 3,566 shares; 2025Q3: 3,566 shares 3,566 $809K 0.02% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,466 shares; 2024Q4: 3,117 shares; 2025Q1: 3,365 shares; 2025Q2: 3,411 shares; 2025Q3: 4,184 shares 4,184 $806K 0.02% +773 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,782 shares; 2024Q4: 17,878 shares; 2025Q1: 17,811 shares; 2025Q2: 87,492 shares; 2025Q3: 49,542 shares 49,542 $806K 0.02% -37,950 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,220 shares; 2024Q4: 4,738 shares; 2025Q1: 4,587 shares; 2025Q2: 4,164 shares; 2025Q3: 4,089 shares 4,089 $799K 0.02% -75 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,470 shares; 2024Q4: 3,761 shares; 2025Q1: 3,826 shares; 2025Q2: 3,896 shares; 2025Q3: 5,486 shares 5,486 $799K 0.02% +1,590 Timeline HUN HUNTSMAN CORP More: the full row for HUNTSMAN 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: 18,553 shares; 2025Q2: not reported; 2025Q3: 88,946 shares 88,946 $799K 0.02% new 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: 24,789 shares; 2024Q4: 24,927 shares; 2025Q1: 24,808 shares; 2025Q2: 25,422 shares; 2025Q3: 25,639 shares 25,639 $799K 0.02% +217 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,984 shares; 2024Q4: 1,722 shares; 2025Q1: 2,635 shares; 2025Q2: 2,187 shares; 2025Q3: 3,493 shares 3,493 $797K 0.02% +1,306 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,487 shares; 2024Q4: 6,510 shares; 2025Q1: 6,881 shares; 2025Q2: 7,477 shares; 2025Q3: 8,401 shares 8,401 $796K 0.02% +924 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: 3,153 shares; 2024Q4: 3,160 shares; 2025Q1: 3,677 shares; 2025Q2: 3,539 shares; 2025Q3: 3,605 shares 3,605 $796K 0.02% +66 Timeline IWV 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: 2,397 shares; 2024Q4: 2,097 shares; 2025Q1: 2,097 shares; 2025Q2: 2,097 shares; 2025Q3: 2,097 shares 2,097 $795K 0.02% 0 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: 127,916 shares; 2024Q4: 128,389 shares; 2025Q1: 16,734 shares; 2025Q2: 18,494 shares; 2025Q3: 20,120 shares 20,120 $789K 0.02% +1,626 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: 3,256 shares; 2024Q4: 3,461 shares; 2025Q1: 3,601 shares; 2025Q2: 3,823 shares; 2025Q3: 4,406 shares 4,406 $785K 0.02% +583 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,093 shares; 2024Q4: 10,093 shares; 2025Q1: 10,962 shares; 2025Q2: 10,371 shares; 2025Q3: 16,897 shares 16,897 $782K 0.02% +6,526 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: 3,153 shares; 2024Q4: 3,155 shares; 2025Q1: 3,198 shares; 2025Q2: 3,455 shares; 2025Q3: 3,848 shares 3,848 $773K 0.02% +393 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: 16,801 shares; 2024Q4: 16,735 shares; 2025Q1: 16,973 shares; 2025Q2: 17,103 shares; 2025Q3: 17,126 shares 17,126 $769K 0.02% +23 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,966 shares; 2024Q4: 3,745 shares; 2025Q1: 4,059 shares; 2025Q2: 2,979 shares; 2025Q3: 9,046 shares 9,046 $766K 0.02% +6,067 Timeline URBN URBAN OUTFITTERS INC More: the full row for URBAN OUTFITTERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,403 shares; 2024Q4: 9,517 shares; 2025Q1: 9,462 shares; 2025Q2: 9,742 shares; 2025Q3: 10,711 shares 10,711 $765K 0.02% +969 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: 64,583 shares; 2024Q4: 9,076 shares; 2025Q1: 8,963 shares; 2025Q2: 9,046 shares; 2025Q3: 9,224 shares 9,224 $760K 0.02% +178 Timeline LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,510 shares; 2024Q4: 3,579 shares; 2025Q1: 3,606 shares; 2025Q2: 6,184 shares; 2025Q3: 6,916 shares 6,916 $759K 0.02% +732 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,390 shares; 2025Q1: 1,728 shares; 2025Q2: 1,954 shares; 2025Q3: 3,300 shares 3,300 $759K 0.02% +1,346 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,783 shares; 2024Q4: 6,175 shares; 2025Q1: 5,518 shares; 2025Q2: 14,592 shares; 2025Q3: 12,705 shares 12,705 $757K 0.02% -1,887 Timeline NGD NEW GOLD INC More: the full row for NEW GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,830 shares; 2024Q4: 161,250 shares; 2025Q1: 160,400 shares; 2025Q2: 139,490 shares; 2025Q3: 104,650 shares 104,650 $751K 0.02% -34,840 Timeline PIPR PIPER SANDLER COS More: the full row for PIPER SANDLER COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,254 shares; 2024Q4: 1,354 shares; 2025Q1: 1,467 shares; 2025Q2: 1,630 shares; 2025Q3: 2,165 shares 2,165 $751K 0.02% +535 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,980 shares; 2024Q4: 3,889 shares; 2025Q1: 4,117 shares; 2025Q2: 4,905 shares; 2025Q3: 10,079 shares 10,079 $751K 0.02% +5,174 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: 1,431 shares; 2024Q4: 1,352 shares; 2025Q1: 1,842 shares; 2025Q2: 2,207 shares; 2025Q3: 2,440 shares 2,440 $745K 0.02% +233 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: 2,346 shares; 2024Q4: 1,985 shares; 2025Q1: 1,730 shares; 2025Q2: 2,115 shares; 2025Q3: 2,357 shares 2,357 $742K 0.02% +242 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 847 shares; 2025Q2: 784 shares; 2025Q3: 1,362 shares 1,362 $740K 0.02% +578 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,152 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,817 shares 8,817 $739K 0.02% new Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,525 shares; 2024Q4: 8,225 shares; 2025Q1: 8,225 shares; 2025Q2: 10,725 shares; 2025Q3: 8,225 shares 8,225 $738K 0.02% -2,500 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,204 shares; 2024Q4: 1,247 shares; 2025Q1: 1,575 shares; 2025Q2: 2,030 shares; 2025Q3: 2,243 shares 2,243 $738K 0.02% +213 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: 17,169 shares; 2024Q4: 17,078 shares; 2025Q1: 16,959 shares; 2025Q2: 15,593 shares; 2025Q3: 15,856 shares 15,856 $736K 0.02% +263 Timeline ETHO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,830 shares; 2024Q4: 11,796 shares; 2025Q1: 12,031 shares; 2025Q2: 11,611 shares; 2025Q3: 11,546 shares 11,546 $735K 0.02% -65 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,350 shares; 2025Q1: 4,033 shares; 2025Q2: 4,809 shares; 2025Q3: 6,114 shares 6,114 $728K 0.02% +1,305 Timeline SCHD 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: 7,653 shares; 2024Q4: 18,964 shares; 2025Q1: 19,029 shares; 2025Q2: 19,957 shares; 2025Q3: 26,501 shares 26,501 $723K 0.02% +6,544 Timeline VBK 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: 3,091 shares; 2024Q4: 2,591 shares; 2025Q1: 2,366 shares; 2025Q2: 2,426 shares; 2025Q3: 2,426 shares 2,426 $723K 0.02% 0 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,811 shares; 2024Q4: 4,312 shares; 2025Q1: 5,315 shares; 2025Q2: 4,875 shares; 2025Q3: 9,435 shares 9,435 $723K 0.02% +4,560 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,743 shares; 2024Q4: 4,643 shares; 2025Q1: 5,166 shares; 2025Q2: 5,455 shares; 2025Q3: 5,719 shares 5,719 $718K 0.02% +264 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,269 shares; 2024Q4: 2,478 shares; 2025Q1: 2,790 shares; 2025Q2: 2,764 shares; 2025Q3: 3,644 shares 3,644 $714K 0.02% +880 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,455 shares; 2024Q4: 3,385 shares; 2025Q1: 3,452 shares; 2025Q2: 3,292 shares; 2025Q3: 4,105 shares 4,105 $709K 0.02% +813 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: 22,853 shares; 2024Q4: 22,977 shares; 2025Q1: 3,211 shares; 2025Q2: 3,164 shares; 2025Q3: 3,517 shares 3,517 $709K 0.02% +353 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 6,295 shares 6,295 $706K 0.02% new Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,586 shares; 2024Q4: 30,367 shares; 2025Q1: 28,575 shares; 2025Q2: 29,272 shares; 2025Q3: 49,867 shares 49,867 $706K 0.02% +20,595 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,779 shares; 2024Q4: 3,764 shares; 2025Q1: 4,407 shares; 2025Q2: 4,347 shares; 2025Q3: 5,761 shares 5,761 $705K 0.02% +1,414 Timeline