LRGF 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: 379,083 shares; 2024Q4: 392,892 shares; 2025Q1: 489,646 shares; 2025Q2: 508,281 shares; 2025Q3: 706,148 shares 706,148 $48.8M 13.5% +197,867 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: 325,519 shares; 2024Q4: 331,442 shares; 2025Q1: 345,221 shares; 2025Q2: 265,975 shares; 2025Q3: 256,954 shares 256,954 $31M 8.59% -9,021 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,346 shares; 2024Q4: 109,879 shares; 2025Q1: 135,858 shares; 2025Q2: 125,006 shares; 2025Q3: 130,352 shares 130,352 $26.9M 7.45% +5,346 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: 138,344 shares; 2024Q4: 142,628 shares; 2025Q1: 162,002 shares; 2025Q2: 148,691 shares; 2025Q3: 121,697 shares 121,697 $23.7M 6.55% -26,994 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: 82,182 shares; 2024Q4: 80,672 shares; 2025Q1: 45,692 shares; 2025Q2: 53,196 shares; 2025Q3: 63,132 shares 63,132 $11.8M 3.26% +9,936 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: not reported; 2025Q1: not reported; 2025Q2: 276,365 shares; 2025Q3: 285,696 shares 285,696 $10.8M 2.99% +9,331 Timeline IUSB 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: 207,972 shares; 2024Q4: 215,984 shares; 2025Q1: 200,205 shares; 2025Q2: 233,509 shares; 2025Q3: 204,950 shares 204,950 $9.57M 2.65% -28,559 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: 17,576 shares; 2024Q4: 17,121 shares; 2025Q1: 10,283 shares; 2025Q2: 15,415 shares; 2025Q3: 16,809 shares 16,809 $8.71M 2.41% +1,394 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: 114,636 shares; 2024Q4: 116,220 shares; 2025Q1: 118,676 shares; 2025Q2: 122,492 shares; 2025Q3: 127,953 shares 127,953 $8.35M 2.31% +5,461 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: 25,606 shares; 2024Q4: 26,605 shares; 2025Q1: 32,265 shares; 2025Q2: 33,999 shares; 2025Q3: 32,036 shares 32,036 $8.16M 2.26% -1,963 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: not reported; 2025Q1: not reported; 2025Q2: 235,893 shares; 2025Q3: 210,028 shares 210,028 $7.17M 1.99% -25,865 Timeline SPMO 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: 53,569 shares; 2024Q4: 54,631 shares; 2025Q1: 59,028 shares; 2025Q2: 58,448 shares; 2025Q3: 56,728 shares 56,728 $6.87M 1.9% -1,720 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: 25,422 shares; 2024Q4: 24,354 shares; 2025Q1: 28,437 shares; 2025Q2: 27,199 shares; 2025Q3: 28,697 shares 28,697 $6.3M 1.74% +1,498 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: 4,891 shares; 2024Q4: 5,016 shares; 2025Q1: 7,534 shares; 2025Q2: 7,872 shares; 2025Q3: 8,089 shares 8,089 $5.94M 1.64% +217 Timeline EMXC 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: 214,068 shares; 2024Q4: 231,678 shares; 2025Q1: 198,286 shares; 2025Q2: 113,962 shares; 2025Q3: 87,373 shares 87,373 $5.9M 1.63% -26,589 Timeline TLH 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: 50,363 shares; 2024Q4: 34,318 shares; 2025Q1: 41,251 shares; 2025Q2: 49,152 shares; 2025Q3: 52,255 shares 52,255 $5.38M 1.49% +3,103 Timeline SHLD 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 72,505 shares 72,505 $5.09M 1.41% new 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: 34,337 shares; 2024Q4: 35,498 shares; 2025Q1: 36,963 shares; 2025Q2: 40,868 shares; 2025Q3: 41,149 shares 41,149 $4.89M 1.35% +281 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: 72,545 shares; 2024Q4: 77,753 shares; 2025Q1: 62,565 shares; 2025Q2: 71,613 shares; 2025Q3: 53,377 shares 53,377 $4.66M 1.29% -18,236 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,026 shares; 2024Q4: 15,237 shares; 2025Q1: 15,707 shares; 2025Q2: 16,270 shares; 2025Q3: 15,897 shares 15,897 $4.31M 1.19% -373 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,248 shares; 2024Q4: 1,246 shares; 2025Q1: 1,236 shares; 2025Q2: 5,799 shares; 2025Q3: 5,799 shares 5,799 $3.86M 1.07% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,083 shares; 2024Q4: 26,485 shares; 2025Q1: 25,555 shares; 2025Q2: 25,952 shares; 2025Q3: 58,478 shares 58,478 $3.85M 1.07% +32,526 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: 19,951 shares; 2024Q4: 21,132 shares; 2025Q1: 40,107 shares; 2025Q2: 37,161 shares; 2025Q3: 51,692 shares 51,692 $3.76M 1.04% +14,531 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: 983 shares; 2024Q4: 1,297 shares; 2025Q1: 4,580 shares; 2025Q2: 7,338 shares; 2025Q3: 10,164 shares 10,164 $3.38M 0.94% +2,826 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: 5,425 shares; 2024Q4: 5,613 shares; 2025Q1: 7,064 shares; 2025Q2: 7,522 shares; 2025Q3: 9,310 shares 9,310 $3.07M 0.85% +1,788 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: 7,996 shares; 2024Q4: 8,645 shares; 2025Q1: 8,614 shares; 2025Q2: 4,544 shares; 2025Q3: 4,513 shares 4,513 $3.02M 0.84% -31 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: 5,983 shares; 2024Q4: 5,948 shares; 2025Q1: 5,510 shares; 2025Q2: 4,854 shares; 2025Q3: 4,870 shares 4,870 $2.98M 0.83% +16 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: 6,367 shares; 2024Q4: 6,292 shares; 2025Q1: 5,973 shares; 2025Q2: 5,773 shares; 2025Q3: 5,781 shares 5,781 $2.77M 0.77% +8 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: 4,131 shares; 2024Q4: 4,128 shares; 2025Q1: 6,862 shares; 2025Q2: 6,631 shares; 2025Q3: 6,098 shares 6,098 $2.71M 0.75% -533 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,574 shares; 2024Q4: 17,243 shares; 2025Q1: 16,716 shares; 2025Q2: 16,653 shares; 2025Q3: 16,513 shares 16,513 $2.28M 0.63% -140 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: 5,151 shares; 2024Q4: 5,242 shares; 2025Q1: 11,209 shares; 2025Q2: 32,439 shares; 2025Q3: 33,050 shares 33,050 $2.26M 0.63% +611 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,965 shares; 2024Q4: 30,200 shares; 2025Q1: 32,494 shares; 2025Q2: 13,159 shares; 2025Q3: 10,628 shares 10,628 $2.08M 0.58% -2,531 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: 29,494 shares; 2024Q4: 29,928 shares; 2025Q1: 30,237 shares; 2025Q2: 35,925 shares; 2025Q3: 37,598 shares 37,598 $2M 0.55% +1,673 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: 3,818 shares; 2024Q4: 3,821 shares; 2025Q1: 3,817 shares; 2025Q2: 3,805 shares; 2025Q3: 3,775 shares 3,775 $1.77M 0.49% -30 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: 4,468 shares; 2024Q4: 4,468 shares; 2025Q1: 4,648 shares; 2025Q2: 5,129 shares; 2025Q3: 5,307 shares 5,307 $1.67M 0.46% +178 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,047 shares; 2025Q2: 8,255 shares; 2025Q3: 8,539 shares 8,539 $1.56M 0.43% +284 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: 5,957 shares; 2024Q4: 5,564 shares; 2025Q1: 6,500 shares; 2025Q2: 5,524 shares; 2025Q3: 6,335 shares 6,335 $1.54M 0.43% +811 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: 1,471 shares; 2024Q4: 1,471 shares; 2025Q1: 1,502 shares; 2025Q2: 1,524 shares; 2025Q3: 1,579 shares 1,579 $1.46M 0.4% +55 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: 5,025 shares; 2024Q4: 4,814 shares; 2025Q1: 5,485 shares; 2025Q2: 5,094 shares; 2025Q3: 5,667 shares 5,667 $1.38M 0.38% +573 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: 1,939 shares; 2024Q4: 2,047 shares; 2025Q1: 2,222 shares; 2025Q2: 2,393 shares; 2025Q3: 2,530 shares 2,530 $1.27M 0.35% +137 Timeline SPMB 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: 48,547 shares; 2024Q4: 50,548 shares; 2025Q1: 49,720 shares; 2025Q2: 60,771 shares; 2025Q3: 55,486 shares 55,486 $1.25M 0.34% -5,285 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: 3,147 shares; 2024Q4: 3,142 shares; 2025Q1: 3,253 shares; 2025Q2: 3,415 shares; 2025Q3: 4,425 shares 4,425 $1.24M 0.34% +1,010 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: 4,801 shares; 2024Q4: 4,782 shares; 2025Q1: 4,806 shares; 2025Q2: 4,806 shares; 2025Q3: 4,747 shares 4,747 $1.17M 0.32% -59 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: 17,289 shares; 2024Q4: 15,689 shares; 2025Q1: 14,191 shares; 2025Q2: 12,658 shares; 2025Q3: 12,206 shares 12,206 $1.16M 0.32% -452 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: 66,331 shares; 2024Q4: 66,803 shares; 2025Q1: 65,987 shares; 2025Q2: 65,314 shares; 2025Q3: 66,054 shares 66,054 $1.05M 0.29% +740 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: 2,205 shares; 2024Q4: 2,261 shares; 2025Q1: 2,530 shares; 2025Q2: 2,976 shares; 2025Q3: 3,010 shares 3,010 $1.03M 0.28% +34 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: 1,227 shares; 2024Q4: 1,392 shares; 2025Q1: 1,406 shares; 2025Q2: 1,340 shares; 2025Q3: 1,268 shares 1,268 $967K 0.27% -72 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: 8,306 shares; 2024Q4: 8,319 shares; 2025Q1: 8,530 shares; 2025Q2: 8,866 shares; 2025Q3: 9,046 shares 9,046 $932K 0.26% +180 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: 612 shares; 2024Q4: 614 shares; 2025Q1: 696 shares; 2025Q2: 746 shares; 2025Q3: 765 shares 765 $917K 0.25% +19 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: 2,923 shares; 2024Q4: 3,188 shares; 2025Q1: 3,087 shares; 2025Q2: 3,570 shares; 2025Q3: 3,593 shares 3,593 $914K 0.25% +23 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: 234,873 shares; 2024Q4: 8,111 shares; 2025Q1: 10,822 shares; 2025Q2: 13,550 shares; 2025Q3: 13,464 shares 13,464 $913K 0.25% -86 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,279 shares; 2024Q4: 6,105 shares; 2025Q1: 9,909 shares; 2025Q2: 7,997 shares; 2025Q3: 8,946 shares 8,946 $895K 0.25% +949 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: 1,501 shares; 2024Q4: 1,491 shares; 2025Q1: 1,567 shares; 2025Q2: 1,569 shares; 2025Q3: 1,472 shares 1,472 $884K 0.24% -97 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: not reported; 2024Q4: 3,328 shares; 2025Q1: 6,007 shares; 2025Q2: 7,316 shares; 2025Q3: 7,150 shares 7,150 $814K 0.23% -166 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,019 shares; 2024Q4: 1,029 shares; 2025Q1: 1,158 shares; 2025Q2: 1,296 shares; 2025Q3: 1,362 shares 1,362 $775K 0.21% +66 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: 29,868 shares; 2024Q4: 29,521 shares; 2025Q1: 29,563 shares; 2025Q2: 29,633 shares; 2025Q3: 29,648 shares 29,648 $737K 0.2% +15 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: 120 shares; 2024Q4: 121 shares; 2025Q1: 125 shares; 2025Q2: 134 shares; 2025Q3: 133 shares 133 $720K 0.2% -1 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: 1,833 shares; 2024Q4: 2,151 shares; 2025Q1: 2,200 shares; 2025Q2: 2,165 shares; 2025Q3: 2,166 shares 2,166 $711K 0.2% +1 Timeline ASRV AMERISERV FINL INC More: the full row for AMERISERV FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 238,822 shares; 2025Q3: 241,225 shares 241,225 $700K 0.19% +2,403 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: 6,314 shares; 2024Q4: 6,274 shares; 2025Q1: 5,858 shares; 2025Q2: 7,648 shares; 2025Q3: 5,847 shares 5,847 $659K 0.18% -1,801 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: 1,898 shares; 2024Q4: 1,892 shares; 2025Q1: 1,964 shares; 2025Q2: 1,996 shares; 2025Q3: 1,981 shares 1,981 $652K 0.18% -15 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,291 shares; 2024Q4: 8,702 shares; 2025Q1: 8,728 shares; 2025Q2: 8,792 shares; 2025Q3: 8,835 shares 8,835 $649K 0.18% +43 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,110 shares; 2025Q3: 13,021 shares 13,021 $644K 0.18% +911 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: 5,049 shares; 2024Q4: 4,985 shares; 2025Q1: 5,085 shares; 2025Q2: 5,200 shares; 2025Q3: 5,185 shares 5,185 $642K 0.18% -15 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: 1,869 shares; 2024Q4: 2,230 shares; 2025Q1: 2,262 shares; 2025Q2: 2,565 shares; 2025Q3: 2,673 shares 2,673 $619K 0.17% +108 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,104 shares; 2024Q4: 2,203 shares; 2025Q1: 2,184 shares; 2025Q2: 2,100 shares; 2025Q3: 2,104 shares 2,104 $618K 0.17% +4 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: 3,016 shares; 2025Q1: 4,139 shares; 2025Q2: 4,147 shares; 2025Q3: 4,195 shares 4,195 $611K 0.17% +48 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,912 shares; 2025Q3: 4,090 shares 4,090 $586K 0.16% +178 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: 2,666 shares; 2024Q4: 2,744 shares; 2025Q1: 3,837 shares; 2025Q2: 3,797 shares; 2025Q3: 3,913 shares 3,913 $582K 0.16% +116 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: 3,006 shares; 2024Q4: 2,830 shares; 2025Q1: 2,865 shares; 2025Q2: 3,232 shares; 2025Q3: 3,410 shares 3,410 $570K 0.16% +178 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: 1,209 shares; 2024Q4: 1,224 shares; 2025Q1: 1,264 shares; 2025Q2: 1,326 shares; 2025Q3: 1,399 shares 1,399 $567K 0.16% +73 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: 2,310 shares; 2024Q4: 2,544 shares; 2025Q1: 3,250 shares; 2025Q2: 3,656 shares; 2025Q3: 3,431 shares 3,431 $557K 0.15% -225 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: 11,786 shares; 2024Q4: 13,432 shares; 2025Q1: 16,686 shares; 2025Q2: 21,278 shares; 2025Q3: 19,533 shares 19,533 $552K 0.15% -1,745 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: 2,247 shares; 2024Q4: 2,246 shares; 2025Q1: 2,256 shares; 2025Q2: 2,860 shares; 2025Q3: 2,944 shares 2,944 $546K 0.15% +84 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: 738 shares; 2024Q4: 1,400 shares; 2025Q1: 1,642 shares; 2025Q2: 2,977 shares; 2025Q3: 2,654 shares 2,654 $540K 0.15% -323 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: 3,759 shares; 2024Q4: 4,016 shares; 2025Q1: 3,538 shares; 2025Q2: 3,451 shares; 2025Q3: 3,516 shares 3,516 $540K 0.15% +65 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 485 shares; 2024Q4: 491 shares; 2025Q1: 516 shares; 2025Q2: 599 shares; 2025Q3: 612 shares 612 $488K 0.13% +13 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,045 shares; 2024Q4: 1,034 shares; 2025Q1: 1,041 shares; 2025Q2: 1,032 shares; 2025Q3: 1,049 shares 1,049 $479K 0.13% +17 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: 664 shares; 2024Q4: 658 shares; 2025Q1: 682 shares; 2025Q2: 708 shares; 2025Q3: 695 shares 695 $475K 0.13% -13 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: 2,001 shares; 2024Q4: 1,998 shares; 2025Q1: 2,104 shares; 2025Q2: 1,973 shares; 2025Q3: 1,983 shares 1,983 $470K 0.13% +10 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: 1,353 shares; 2024Q4: 1,299 shares; 2025Q1: 1,386 shares; 2025Q2: 1,485 shares; 2025Q3: 1,551 shares 1,551 $467K 0.13% +66 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: 4,407 shares; 2024Q4: 4,446 shares; 2025Q1: 5,054 shares; 2025Q2: 5,075 shares; 2025Q3: 5,450 shares 5,450 $457K 0.13% +375 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,144 shares; 2025Q3: 5,410 shares 5,410 $456K 0.13% +266 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: 2,259 shares; 2024Q4: 2,149 shares; 2025Q1: 2,410 shares; 2025Q2: 2,414 shares; 2025Q3: 2,796 shares 2,796 $452K 0.13% +382 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,174 shares; 2024Q4: 1,275 shares; 2025Q1: 1,344 shares; 2025Q2: 1,620 shares; 2025Q3: 1,579 shares 1,579 $445K 0.12% -41 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: 6,541 shares; 2024Q4: 6,456 shares; 2025Q1: 6,689 shares; 2025Q2: 8,129 shares; 2025Q3: 8,576 shares 8,576 $442K 0.12% +447 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,700 shares 6,700 $436K 0.12% new Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,898 shares 12,898 $431K 0.12% new Timeline MUB 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: 4,190 shares; 2024Q4: 4,273 shares; 2025Q1: 3,934 shares; 2025Q2: 12,318 shares; 2025Q3: 4,006 shares 4,006 $427K 0.12% -8,312 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: 1,110 shares; 2024Q4: 1,122 shares; 2025Q1: 964 shares; 2025Q2: 1,045 shares; 2025Q3: 1,224 shares 1,224 $423K 0.12% +179 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,333 shares; 2024Q4: 1,310 shares; 2025Q1: 1,420 shares; 2025Q2: 1,485 shares; 2025Q3: 1,511 shares 1,511 $422K 0.12% +26 Timeline ALV AUTOLIV INC More: the full row for AUTOLIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,693 shares; 2024Q4: 3,687 shares; 2025Q1: 3,676 shares; 2025Q2: 3,393 shares; 2025Q3: 3,410 shares 3,410 $421K 0.12% +17 Timeline MGC 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: 1,723 shares; 2024Q4: 1,728 shares; 2025Q1: 1,729 shares; 2025Q2: 1,718 shares; 2025Q3: 1,722 shares 1,722 $420K 0.12% +4 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,178 shares; 2025Q3: 1,234 shares 1,234 $416K 0.12% +56 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: 1,596 shares; 2024Q4: 1,563 shares; 2025Q1: 1,477 shares; 2025Q2: 1,393 shares; 2025Q3: 1,394 shares 1,394 $415K 0.11% +1 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,963 shares; 2025Q3: 3,098 shares 3,098 $415K 0.11% +135 Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,757 shares; 2024Q4: 2,714 shares; 2025Q1: 2,708 shares; 2025Q2: 2,650 shares; 2025Q3: 2,645 shares 2,645 $394K 0.11% -5 Timeline MSOS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,039 shares; 2024Q4: 81,039 shares; 2025Q1: 81,039 shares; 2025Q2: 81,039 shares; 2025Q3: 81,039 shares 81,039 $388K 0.11% 0 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: 824 shares; 2024Q4: 823 shares; 2025Q1: 805 shares; 2025Q2: 726 shares; 2025Q3: 811 shares 811 $387K 0.11% +85 Timeline ILCV 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: 3,264 shares; 2025Q2: 4,531 shares; 2025Q3: 4,272 shares 4,272 $385K 0.11% -259 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,911 shares; 2025Q3: 1,949 shares 1,949 $382K 0.11% +38 Timeline MTUM 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: 3,699 shares; 2024Q4: 3,429 shares; 2025Q1: 2,585 shares; 2025Q2: 1,546 shares; 2025Q3: 1,488 shares 1,488 $382K 0.11% -58 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: 424 shares; 2024Q4: 495 shares; 2025Q1: 494 shares; 2025Q2: 495 shares; 2025Q3: 504 shares 504 $377K 0.1% +9 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: 4,362 shares; 2024Q4: 5,205 shares; 2025Q1: 4,834 shares; 2025Q2: 5,335 shares; 2025Q3: 5,566 shares 5,566 $368K 0.1% +231 Timeline EEMV 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: 5,559 shares; 2024Q4: 5,691 shares; 2025Q1: 5,691 shares; 2025Q2: 5,757 shares; 2025Q3: 5,757 shares 5,757 $367K 0.1% 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: 331 shares; 2024Q4: 322 shares; 2025Q1: 339 shares; 2025Q2: 331 shares; 2025Q3: 340 shares 340 $367K 0.1% +9 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 894 shares; 2025Q3: 972 shares 972 $367K 0.1% +78 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: 7,520 shares; 2024Q4: 5,679 shares; 2025Q1: 5,169 shares; 2025Q2: 4,254 shares; 2025Q3: 4,251 shares 4,251 $361K 0.1% -3 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: 21,390 shares; 2024Q4: 21,519 shares; 2025Q1: 21,455 shares; 2025Q2: 21,302 shares; 2025Q3: 21,476 shares 21,476 $360K 0.1% +174 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,764 shares; 2025Q3: 3,697 shares 3,697 $357K 0.1% -67 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,993 shares; 2025Q3: 2,109 shares 2,109 $353K 0.1% +116 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,740 shares; 2024Q4: 1,743 shares; 2025Q1: 1,781 shares; 2025Q2: 1,788 shares; 2025Q3: 1,738 shares 1,738 $350K 0.1% -50 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: 585 shares; 2024Q4: 506 shares; 2025Q1: 500 shares; 2025Q2: 494 shares; 2025Q3: 490 shares 490 $342K 0.09% -4 Timeline TIGO MILLICOM INTL CELLULAR S A More: the full row for MILLICOM INTL CELLULAR S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,639 shares; 2025Q2: 6,757 shares; 2025Q3: 6,856 shares 6,856 $333K 0.09% +99 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: 1,253 shares; 2024Q4: not reported; 2025Q1: 1,268 shares; 2025Q2: 1,401 shares; 2025Q3: 2,123 shares 2,123 $330K 0.09% +722 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: 2,258 shares; 2024Q4: 2,298 shares; 2025Q1: 2,210 shares; 2025Q2: 2,371 shares; 2025Q3: 2,554 shares 2,554 $328K 0.09% +183 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,286 shares; 2024Q4: 1,259 shares; 2025Q1: 1,315 shares; 2025Q2: 1,343 shares; 2025Q3: 1,358 shares 1,358 $323K 0.09% +15 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 662 shares; 2025Q3: 1,001 shares 1,001 $323K 0.09% +339 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: 3,581 shares; 2024Q4: 3,566 shares; 2025Q1: 2,636 shares; 2025Q2: 1,608 shares; 2025Q3: 1,490 shares 1,490 $321K 0.09% -118 Timeline CRK COMSTOCK RES INC More: the full row for COMSTOCK RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,515 shares; 2024Q4: 16,413 shares; 2025Q1: 16,454 shares; 2025Q2: 16,347 shares; 2025Q3: 16,078 shares 16,078 $319K 0.09% -269 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,342 shares 1,342 $317K 0.09% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,174 shares; 2025Q2: 2,751 shares; 2025Q3: 2,841 shares 2,841 $315K 0.09% +90 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: 305 shares; 2024Q4: 305 shares; 2025Q1: 363 shares; 2025Q2: 340 shares; 2025Q3: 342 shares 342 $315K 0.09% +2 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: 1,611 shares; 2024Q4: 1,620 shares; 2025Q1: 1,524 shares; 2025Q2: 1,528 shares; 2025Q3: 1,535 shares 1,535 $312K 0.09% +7 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: 1,237 shares; 2024Q4: 1,412 shares; 2025Q1: 1,401 shares; 2025Q2: 1,416 shares; 2025Q3: 1,450 shares 1,450 $311K 0.09% +34 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: 518 shares; 2024Q4: 526 shares; 2025Q1: 564 shares; 2025Q2: 595 shares; 2025Q3: 641 shares 641 $311K 0.09% +46 Timeline BEKE KE HLDGS INC More: the full row for KE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,350 shares; 2024Q4: 16,301 shares; 2025Q1: 16,139 shares; 2025Q2: 16,417 shares; 2025Q3: 16,203 shares 16,203 $308K 0.09% -214 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: 366 shares; 2024Q4: 344 shares; 2025Q1: 349 shares; 2025Q2: 331 shares; 2025Q3: 333 shares 333 $307K 0.08% +2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 369 shares 369 $305K 0.08% new 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: 2,432 shares; 2024Q4: 2,394 shares; 2025Q1: 2,404 shares; 2025Q2: 2,535 shares; 2025Q3: 2,542 shares 2,542 $301K 0.08% +7 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: 1,082 shares; 2024Q4: 1,070 shares; 2025Q1: 1,083 shares; 2025Q2: 1,096 shares; 2025Q3: 1,123 shares 1,123 $300K 0.08% +27 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: 498 shares; 2024Q4: 492 shares; 2025Q1: 541 shares; 2025Q2: 568 shares; 2025Q3: 616 shares 616 $300K 0.08% +48 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 575 shares; 2025Q2: 573 shares; 2025Q3: 567 shares 567 $289K 0.08% -6 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: not reported; 2024Q4: not reported; 2025Q1: 2,167 shares; 2025Q2: 2,230 shares; 2025Q3: 2,568 shares 2,568 $289K 0.08% +338 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM 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: 1,771 shares 1,771 $288K 0.08% new Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,374 shares; 2025Q2: 1,363 shares; 2025Q3: 1,361 shares 1,361 $287K 0.08% -2 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,209 shares; 2024Q4: 1,211 shares; 2025Q1: 1,226 shares; 2025Q2: 1,215 shares; 2025Q3: 1,246 shares 1,246 $286K 0.08% +31 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 395 shares 395 $284K 0.08% new Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 582 shares; 2025Q3: 580 shares 580 $280K 0.08% -2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,262 shares; 2025Q3: 1,314 shares 1,314 $279K 0.08% +52 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: 4,614 shares; 2024Q4: 3,898 shares; 2025Q1: 3,848 shares; 2025Q2: 5,183 shares; 2025Q3: 4,211 shares 4,211 $279K 0.08% -972 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: not reported; 2024Q4: not reported; 2025Q1: 3,524 shares; 2025Q2: 3,820 shares; 2025Q3: 3,908 shares 3,908 $277K 0.08% +88 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: not reported; 2024Q4: not reported; 2025Q1: 159 shares; 2025Q2: 2,435 shares; 2025Q3: 2,559 shares 2,559 $276K 0.08% +124 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: 5,501 shares; 2024Q4: 5,400 shares; 2025Q1: 5,488 shares; 2025Q2: 5,553 shares; 2025Q3: 5,774 shares 5,774 $276K 0.08% +221 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,638 shares 2,638 $275K 0.08% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,866 shares; 2025Q2: 2,121 shares; 2025Q3: 2,203 shares 2,203 $273K 0.08% +82 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: 1,056 shares; 2024Q4: 1,059 shares; 2025Q1: 1,081 shares; 2025Q2: 1,094 shares; 2025Q3: 1,106 shares 1,106 $272K 0.08% +12 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: 2,662 shares; 2024Q4: not reported; 2025Q1: 2,748 shares; 2025Q2: 5,558 shares; 2025Q3: 5,552 shares 5,552 $272K 0.08% -6 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: 541 shares; 2024Q4: 549 shares; 2025Q1: 618 shares; 2025Q2: 667 shares; 2025Q3: 608 shares 608 $272K 0.08% -59 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,497 shares; 2025Q3: 2,671 shares 2,671 $271K 0.08% +174 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,139 shares; 2024Q4: 1,146 shares; 2025Q1: 1,223 shares; 2025Q2: 1,184 shares; 2025Q3: 1,094 shares 1,094 $270K 0.07% -90 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 269 shares; 2025Q3: 277 shares 277 $268K 0.07% +8 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 639 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 643 shares; 2025Q3: 643 shares 643 $267K 0.07% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 615 shares; 2024Q4: 603 shares; 2025Q1: 507 shares; 2025Q2: 488 shares; 2025Q3: 534 shares 534 $263K 0.07% +46 Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 818 shares; 2025Q3: 818 shares 818 $261K 0.07% 0 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,043 shares; 2024Q4: 1,042 shares; 2025Q1: 1,067 shares; 2025Q2: 1,105 shares; 2025Q3: 1,040 shares 1,040 $261K 0.07% -65 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: 11,111 shares; 2024Q4: 11,148 shares; 2025Q1: 10,470 shares; 2025Q2: 9,859 shares; 2025Q3: 9,887 shares 9,887 $260K 0.07% +28 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 759 shares; 2025Q3: 794 shares 794 $257K 0.07% +35 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,095 shares; 2025Q3: 1,183 shares 1,183 $255K 0.07% +88 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,318 shares; 2024Q4: 1,317 shares; 2025Q1: 1,382 shares; 2025Q2: 1,361 shares; 2025Q3: 1,352 shares 1,352 $254K 0.07% -9 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,721 shares; 2024Q4: 2,708 shares; 2025Q1: 2,710 shares; 2025Q2: 2,727 shares; 2025Q3: 2,672 shares 2,672 $251K 0.07% -55 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,507 shares; 2025Q3: 1,567 shares 1,567 $249K 0.07% +60 Timeline TME TENCENT MUSIC ENTMT GROUP More: the full row for TENCENT MUSIC ENTMT GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,922 shares; 2024Q4: 10,450 shares; 2025Q1: 10,449 shares; 2025Q2: 10,613 shares; 2025Q3: 10,613 shares 10,613 $248K 0.07% 0 Timeline DSGX DESCARTES SYS GROUP INC More: the full row for DESCARTES SYS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,698 shares; 2024Q4: 2,662 shares; 2025Q1: 2,657 shares; 2025Q2: 2,651 shares; 2025Q3: 2,624 shares 2,624 $247K 0.07% -27 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 453 shares; 2025Q3: 518 shares 518 $246K 0.07% +65 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: 36,194 shares; 2024Q4: 36,521 shares; 2025Q1: 36,760 shares; 2025Q2: 36,752 shares; 2025Q3: 36,674 shares 36,674 $246K 0.07% -78 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,138 shares; 2025Q3: 5,578 shares 5,578 $245K 0.07% +440 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: not reported; 2024Q4: not reported; 2025Q1: 4,563 shares; 2025Q2: 4,390 shares; 2025Q3: 4,456 shares 4,456 $243K 0.07% +66 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: 567 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 620 shares; 2025Q3: 648 shares 648 $242K 0.07% +28 Timeline STN STANTEC INC More: the full row for STANTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,240 shares; 2025Q3: 2,238 shares 2,238 $241K 0.07% -2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 954 shares; 2025Q3: 982 shares 982 $241K 0.07% +28 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: 475 shares; 2024Q4: 464 shares; 2025Q1: 477 shares; 2025Q2: 480 shares; 2025Q3: 501 shares 501 $239K 0.07% +21 Timeline IGM 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: 1,929 shares; 2025Q3: 1,867 shares 1,867 $235K 0.07% -62 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,141 shares 1,141 $234K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 750 shares; 2025Q3: 768 shares 768 $233K 0.06% +18 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,366 shares 2,366 $232K 0.06% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,359 shares 1,359 $231K 0.06% new Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 842 shares; 2025Q3: 828 shares 828 $231K 0.06% -14 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,597 shares 1,597 $231K 0.06% new 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: 1,076 shares; 2024Q4: not reported; 2025Q1: 1,118 shares; 2025Q2: 1,150 shares; 2025Q3: 1,112 shares 1,112 $228K 0.06% -38 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,313 shares; 2025Q2: 1,363 shares; 2025Q3: 1,350 shares 1,350 $228K 0.06% -13 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: 981 shares; 2024Q4: not reported; 2025Q1: 1,021 shares; 2025Q2: 1,058 shares; 2025Q3: 1,030 shares 1,030 $227K 0.06% -28 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: 984 shares; 2024Q4: 995 shares; 2025Q1: 988 shares; 2025Q2: 1,058 shares; 2025Q3: 1,079 shares 1,079 $227K 0.06% +21 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 619 shares; 2024Q4: 601 shares; 2025Q1: 594 shares; 2025Q2: 585 shares; 2025Q3: 581 shares 581 $226K 0.06% -4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,680 shares; 2025Q3: 1,668 shares 1,668 $223K 0.06% -12 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,814 shares; 2024Q4: not reported; 2025Q1: 1,830 shares; 2025Q2: 1,936 shares; 2025Q3: 1,949 shares 1,949 $223K 0.06% +13 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 158 shares; 2025Q2: 167 shares; 2025Q3: 168 shares 168 $221K 0.06% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 796 shares; 2025Q3: 783 shares 783 $221K 0.06% -13 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: 2,248 shares; 2024Q4: 3,448 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,630 shares 2,630 $221K 0.06% new Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,304 shares 1,304 $220K 0.06% new Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED 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: not reported; 2025Q2: 784 shares; 2025Q3: 784 shares 784 $219K 0.06% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 770 shares; 2024Q4: 764 shares; 2025Q1: 827 shares; 2025Q2: not reported; 2025Q3: 623 shares 623 $219K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 623 shares; 2025Q3: 745 shares 745 $215K 0.06% +122 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED 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: 6,047 shares 6,047 $213K 0.06% new 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: 1,373 shares; 2024Q4: 1,357 shares; 2025Q1: 1,368 shares; 2025Q2: 1,376 shares; 2025Q3: 1,356 shares 1,356 $211K 0.06% -20 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 634 shares 634 $210K 0.06% new Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 495 shares; 2025Q3: 496 shares 496 $209K 0.06% +1 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 835 shares 835 $205K 0.06% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 174 shares 174 $203K 0.06% new Timeline AMPX AMPRIUS TECHNOLOGIES INC More: the full row for AMPRIUS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,013 shares; 2025Q3: 19,235 shares 19,235 $202K 0.06% +222 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,939 shares 2,939 $202K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,197 shares; 2025Q2: not reported; 2025Q3: 1,078 shares 1,078 $201K 0.06% new Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 370 shares 370 $201K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,345 shares 3,345 $200K 0.06% new Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 466 shares 466 $200K 0.06% new Timeline RDY DR REDDYS LABS LTD More: the full row for DR REDDYS LABS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,318 shares; 2024Q4: 11,005 shares; 2025Q1: 11,419 shares; 2025Q2: 11,239 shares; 2025Q3: 11,647 shares 11,647 $163K 0.05% +408 Timeline JFIN JIAYIN GROUP INC More: the full row for JIAYIN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,070 shares; 2024Q4: 12,004 shares; 2025Q1: 11,694 shares; 2025Q2: 11,694 shares; 2025Q3: 12,010 shares 12,010 $124K 0.03% +316 Timeline ITUB ITAU UNIBANCO HLDG S A More: the full row for ITAU UNIBANCO HLDG S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,902 shares; 2024Q4: 14,200 shares; 2025Q1: 15,581 shares; 2025Q2: 15,529 shares; 2025Q3: 15,376 shares 15,376 $113K 0.03% -153 Timeline KNOP KNOT OFFSHORE PARTNERS LP More: the full row for KNOT OFFSHORE PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,405 shares; 2024Q4: not reported; 2025Q1: 12,236 shares; 2025Q2: 12,265 shares; 2025Q3: 12,307 shares 12,307 $109K 0.03% +42 Timeline TLSA TIZIANA LIFE SCIENCES LTD More: the full row for TIZIANA LIFE SCIENCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,584 shares; 2024Q4: 50,108 shares; 2025Q1: 47,601 shares; 2025Q2: 47,087 shares; 2025Q3: 46,050 shares 46,050 $99.5K 0.03% -1,037 Timeline HOS HORNBECK OFFSHORE SERVICES I More: the full row for HORNBECK OFFSHORE SERVICES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,305 shares; 2024Q4: 16,103 shares; 2025Q1: 15,510 shares; 2025Q2: 14,978 shares; 2025Q3: 13,642 shares 13,642 $89.5K 0.02% -1,336 Timeline CGEN COMPUGEN LTD More: the full row for COMPUGEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,267 shares; 2024Q4: 65,267 shares; 2025Q1: 65,242 shares; 2025Q2: 60,688 shares; 2025Q3: 59,878 shares 59,878 $88K 0.02% -810 Timeline KMDA KAMADA LTD More: the full row for KAMADA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,007 shares; 2024Q4: 11,103 shares; 2025Q1: 11,147 shares; 2025Q2: 11,330 shares; 2025Q3: 11,192 shares 11,192 $77.7K 0.02% -138 Timeline HUYA HUYA INC More: the full row for HUYA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,848 shares; 2024Q4: 18,152 shares; 2025Q1: 16,629 shares; 2025Q2: 24,406 shares; 2025Q3: 22,889 shares 22,889 $76.2K 0.02% -1,517 Timeline ILPT INDUSTRIAL LOGISTICS PPTYS T More: the full row for INDUSTRIAL LOGISTICS PPTYS T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,654 shares; 2024Q4: 11,651 shares; 2025Q1: 11,435 shares; 2025Q2: 11,578 shares; 2025Q3: 11,678 shares 11,678 $68.1K 0.02% +100 Timeline LU LUFAX HOLDING LTD More: the full row for LUFAX HOLDING LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,990 shares; 2024Q4: 13,235 shares; 2025Q1: 13,731 shares; 2025Q2: 13,660 shares; 2025Q3: 13,519 shares 13,519 $54.9K 0.02% -141 Timeline SY SO YOUNG INTERNATIONAL INC More: the full row for SO YOUNG INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,281 shares; 2024Q4: 18,376 shares; 2025Q1: 18,907 shares; 2025Q2: 13,741 shares; 2025Q3: 13,404 shares 13,404 $51.9K 0.01% -337 Timeline TNYA TENAYA THERAPEUTICS INC More: the full row for TENAYA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,664 shares; 2025Q3: 29,747 shares 29,747 $48.2K 0.01% +83 Timeline CCCC C4 THERAPEUTICS INC More: the full row for C4 THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,643 shares; 2025Q3: 19,510 shares 19,510 $43.3K 0.01% +2,867 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,250 shares; 2025Q1: 15,450 shares; 2025Q2: 15,869 shares; 2025Q3: 15,689 shares 15,689 $41.3K 0.01% -180 Timeline FOSL FOSSIL GROUP INC More: the full row for FOSSIL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,704 shares; 2025Q3: 12,813 shares 12,813 $32.9K 0.01% +2,109 Timeline UP WHEELS UP EXPERIENCE INC More: the full row for WHEELS UP EXPERIENCE 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: 42,751 shares; 2025Q2: 16,305 shares; 2025Q3: 16,743 shares 16,743 $30.8K 0.01% +438 Timeline BZFD BUZZFEED INC More: the full row for BUZZFEED 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: 16,815 shares; 2025Q2: 17,275 shares; 2025Q3: 15,027 shares 15,027 $25.5K 0.01% -2,248 Timeline QSI QUANTUM SI INC More: the full row for QUANTUM SI 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: 78,688 shares; 2025Q2: 68,200 shares; 2025Q3: 17,119 shares 17,119 $24.1K 0.01% -51,081 Timeline NOTV INOTIV INC More: the full row for INOTIV 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: 10,740 shares; 2025Q2: not reported; 2025Q3: 14,001 shares 14,001 $20.3K 0.01% new Timeline GREE VULCAN INFRASTRUCTURE & PWR More: the full row for VULCAN INFRASTRUCTURE & PWR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,770 shares; 2025Q1: not reported; 2025Q2: 11,528 shares; 2025Q3: 10,777 shares 10,777 $19.6K 0.01% -751 Timeline SCANTECH AI SYS INC SCANTECH AI SYS INC More: the full row for SCANTECH AI SYS 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: 28,730 shares 28,730 $11.9K <0.01% new TPET TRIO PETROLEUM CORP More: the full row for TRIO PETROLEUM 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: 10,659 shares 10,659 $11.2K <0.01% new Timeline VEEA VEEA INC More: the full row for VEEA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,851 shares 12,851 $8.02K <0.01% new Timeline INTENSITY THERAPEUTICS INC INTENSITY THERAPEUTICS INC More: the full row for INTENSITY THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,032 shares; 2025Q3: 19,218 shares 19,218 $4.66K <0.01% +3,186