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: 3,106,048 shares; 2024Q4: 2,972,148 shares; 2025Q1: 2,919,848 shares; 2025Q2: 3,018,848 shares; 2025Q3: 2,938,848 shares 2,938,848 $548M 5.34% -80,000 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: 1,114,968 shares; 2024Q4: 1,103,168 shares; 2025Q1: 1,089,768 shares; 2025Q2: 1,067,268 shares; 2025Q3: 1,050,968 shares 1,050,968 $544M 5.3% -16,300 Timeline IXUS 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: 7,998,470 shares; 2024Q4: 8,597,060 shares; 2025Q1: 8,566,760 shares; 2025Q2: 8,299,460 shares; 2025Q3: 5,923,560 shares 5,923,560 $489M 4.76% -2,375,900 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: 1,934,521 shares; 2024Q4: 1,934,521 shares; 2025Q1: 1,851,021 shares; 2025Q2: 1,825,221 shares; 2025Q3: 1,767,571 shares 1,767,571 $450M 4.38% -57,650 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: 1,679,121 shares; 2024Q4: 1,658,121 shares; 2025Q1: 1,658,121 shares; 2025Q2: 1,658,121 shares; 2025Q3: 1,552,321 shares 1,552,321 $378M 3.68% -105,800 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: 6,750,876 shares; 2024Q4: 5,798,857 shares; 2025Q1: 5,292,657 shares; 2025Q2: 2,253,600 shares; 2025Q3: 3,755,423 shares 3,755,423 $376M 3.67% +1,501,823 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: 930,700 shares; 2024Q4: 799,885 shares; 2025Q1: not reported; 2025Q2: 496,200 shares; 2025Q3: 1,177,180 shares 1,177,180 $332M 3.23% +680,980 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: 1,488,024 shares; 2024Q4: 1,414,024 shares; 2025Q1: 1,342,024 shares; 2025Q2: 1,342,024 shares; 2025Q3: 1,342,024 shares 1,342,024 $295M 2.87% 0 Timeline JCPB 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: 2,151,300 shares; 2025Q2: 3,216,300 shares; 2025Q3: 5,846,314 shares 5,846,314 $278M 2.71% +2,630,014 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: 1,037,145 shares; 2024Q4: 901,145 shares; 2025Q1: 877,445 shares; 2025Q2: 833,945 shares; 2025Q3: 798,445 shares 798,445 $263M 2.57% -35,500 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: 350,041 shares; 2024Q4: 329,541 shares; 2025Q1: 325,341 shares; 2025Q2: 325,341 shares; 2025Q3: 297,391 shares 297,391 $218M 2.13% -27,950 Timeline DFCF 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: 1,611,770 shares; 2024Q4: 1,611,770 shares; 2025Q1: 2,793,770 shares; 2025Q2: 2,793,770 shares; 2025Q3: 4,538,370 shares 4,538,370 $194M 1.89% +1,744,600 Timeline XLU 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: 2,257,300 shares; 2024Q4: 2,257,300 shares; 2025Q1: 2,257,300 shares; 2025Q2: 2,257,300 shares; 2025Q3: 2,062,250 shares 2,062,250 $180M 1.75% -195,050 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: 592,425 shares; 2024Q4: 566,725 shares; 2025Q1: 566,725 shares; 2025Q2: 566,725 shares; 2025Q3: 541,725 shares 541,725 $171M 1.66% -25,000 Timeline DFAX 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: 1,937,480 shares; 2024Q4: 1,937,480 shares; 2025Q1: 2,860,480 shares; 2025Q2: 2,860,480 shares; 2025Q3: 4,806,630 shares 4,806,630 $151M 1.47% +1,946,150 Timeline XLI 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: 1,108,500 shares; 2024Q4: 1,108,500 shares; 2025Q1: 923,500 shares; 2025Q2: 923,500 shares; 2025Q3: 923,500 shares 923,500 $142M 1.39% 0 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: 254,500 shares; 2024Q4: 254,500 shares; 2025Q1: 254,500 shares; 2025Q2: 254,500 shares; 2025Q3: 254,500 shares 254,500 $128M 1.25% 0 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: 231,200 shares; 2024Q4: 269,400 shares; 2025Q1: 269,400 shares; 2025Q2: 269,400 shares; 2025Q3: 269,400 shares 269,400 $120M 1.17% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 373,351 shares; 2024Q4: 345,051 shares; 2025Q1: 345,051 shares; 2025Q2: 345,051 shares; 2025Q3: 334,801 shares 334,801 $114M 1.11% -10,250 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 789,005 shares; 2024Q4: not reported; 2025Q1: 1,412,500 shares; 2025Q2: 1,412,500 shares; 2025Q3: 1,412,500 shares 1,412,500 $113M 1.1% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,200 shares; 2025Q2: 136,200 shares; 2025Q3: 178,137 shares 178,137 $109M 1.06% +41,937 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: 3,086,900 shares; 2024Q4: 3,086,900 shares; 2025Q1: 3,086,900 shares; 2025Q2: 3,086,900 shares; 2025Q3: 3,086,900 shares 3,086,900 $97.3M 0.95% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252,100 shares; 2024Q4: 252,100 shares; 2025Q1: 252,100 shares; 2025Q2: 252,100 shares; 2025Q3: 252,100 shares 252,100 $89.6M 0.87% 0 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: 146,420 shares; 2024Q4: 173,420 shares; 2025Q1: 173,420 shares; 2025Q2: 206,420 shares; 2025Q3: 288,325 shares 288,325 $80.5M 0.78% +81,905 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: 494,560 shares; 2024Q4: 494,560 shares; 2025Q1: 494,560 shares; 2025Q2: 432,560 shares; 2025Q3: 434,060 shares 434,060 $80.5M 0.78% +1,500 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,921 shares; 2024Q4: 59,921 shares; 2025Q1: 68,121 shares; 2025Q2: 70,621 shares; 2025Q3: 81,731 shares 81,731 $79.1M 0.77% +11,110 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: 683,654 shares; 2024Q4: 683,654 shares; 2025Q1: 683,654 shares; 2025Q2: 683,654 shares; 2025Q3: 680,654 shares 680,654 $76.7M 0.75% -3,000 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,900 shares; 2024Q4: 64,400 shares; 2025Q1: 64,400 shares; 2025Q2: 79,000 shares; 2025Q3: 83,200 shares 83,200 $76.6M 0.75% +4,200 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: 147,771 shares; 2024Q4: 176,071 shares; 2025Q1: 208,971 shares; 2025Q2: 215,971 shares; 2025Q3: 211,171 shares 211,171 $74.2M 0.72% -4,800 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: 69,052 shares; 2024Q4: 86,552 shares; 2025Q1: 62,952 shares; 2025Q2: 68,252 shares; 2025Q3: 68,252 shares 68,252 $73.6M 0.72% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,500 shares; 2024Q4: 184,600 shares; 2025Q1: 194,600 shares; 2025Q2: 212,400 shares; 2025Q3: 212,400 shares 212,400 $73.3M 0.71% 0 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: 978,700 shares; 2024Q4: 978,700 shares; 2025Q1: 978,700 shares; 2025Q2: 978,700 shares; 2025Q3: 758,700 shares 758,700 $73.3M 0.71% -220,000 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: 883,576 shares; 2024Q4: 883,576 shares; 2025Q1: 789,576 shares; 2025Q2: 679,576 shares; 2025Q3: 679,576 shares 679,576 $70M 0.68% 0 Timeline XLY 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: 284,000 shares; 2024Q4: 284,000 shares; 2025Q1: 284,000 shares; 2025Q2: 284,000 shares; 2025Q3: 284,000 shares 284,000 $68.1M 0.66% 0 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: 96,600 shares; 2024Q4: 90,500 shares; 2025Q1: 90,500 shares; 2025Q2: 86,500 shares; 2025Q3: 86,500 shares 86,500 $66M 0.64% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 484,006 shares; 2024Q4: 420,806 shares; 2025Q1: 420,806 shares; 2025Q2: 420,806 shares; 2025Q3: 380,806 shares 380,806 $61.8M 0.6% -40,000 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: 397,537 shares; 2024Q4: 397,537 shares; 2025Q1: 397,537 shares; 2025Q2: 397,537 shares; 2025Q3: 397,537 shares 397,537 $61.1M 0.59% 0 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: 605,564 shares; 2024Q4: 706,064 shares; 2025Q1: 706,064 shares; 2025Q2: 706,064 shares; 2025Q3: 706,064 shares 706,064 $59.2M 0.58% 0 Timeline XLB 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: 1,124,300 shares; 2024Q4: 1,124,300 shares; 2025Q1: 833,800 shares; 2025Q2: 833,800 shares; 2025Q3: 658,800 shares 658,800 $59M 0.57% -175,000 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: 1,159,366 shares; 2024Q4: 1,159,366 shares; 2025Q1: 1,305,366 shares; 2025Q2: 1,305,366 shares; 2025Q3: 1,310,366 shares 1,310,366 $57.6M 0.56% +5,000 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: 144,550 shares; 2024Q4: 144,550 shares; 2025Q1: 15,550 shares; 2025Q2: 15,550 shares; 2025Q3: 363,117 shares 363,117 $56.4M 0.55% +347,567 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: 187,850 shares; 2024Q4: 235,150 shares; 2025Q1: 235,150 shares; 2025Q2: 235,150 shares; 2025Q3: 235,150 shares 235,150 $55.6M 0.54% 0 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: 276,300 shares; 2024Q4: 276,300 shares; 2025Q1: 276,300 shares; 2025Q2: 233,300 shares; 2025Q3: 233,300 shares 233,300 $54M 0.53% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,996 shares; 2024Q4: 74,456 shares; 2025Q1: 197,956 shares; 2025Q2: 197,956 shares; 2025Q3: 191,556 shares 191,556 $53.9M 0.52% -6,400 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: 212,119 shares; 2024Q4: 169,119 shares; 2025Q1: 169,119 shares; 2025Q2: 150,119 shares; 2025Q3: 140,119 shares 140,119 $52.4M 0.51% -10,000 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: 655,250 shares; 2024Q4: 508,850 shares; 2025Q1: 406,350 shares; 2025Q2: 329,050 shares; 2025Q3: 329,050 shares 329,050 $52.3M 0.51% 0 Timeline USHY 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: 1,355,000 shares; 2025Q2: 1,355,000 shares; 2025Q3: 1,355,000 shares 1,355,000 $51.2M 0.5% 0 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,055,715 shares 1,055,715 $50.5M 0.49% new 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: 93,400 shares; 2024Q4: 93,400 shares; 2025Q1: 93,400 shares; 2025Q2: 93,400 shares; 2025Q3: 123,400 shares 123,400 $50M 0.49% +30,000 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,000 shares; 2024Q4: 190,000 shares; 2025Q1: 296,500 shares; 2025Q2: 379,000 shares; 2025Q3: 379,000 shares 379,000 $49.3M 0.48% 0 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: 352,634 shares; 2024Q4: 352,634 shares; 2025Q1: 393,634 shares; 2025Q2: 393,634 shares; 2025Q3: 393,634 shares 393,634 $48.7M 0.47% 0 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: 877,400 shares; 2024Q4: 877,400 shares; 2025Q1: 877,400 shares; 2025Q2: 726,400 shares; 2025Q3: 726,400 shares 726,400 $48.2M 0.47% 0 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: 90,735 shares; 2024Q4: 90,735 shares; 2025Q1: 90,735 shares; 2025Q2: 96,435 shares; 2025Q3: 98,935 shares 98,935 $48M 0.47% +2,500 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: 173,800 shares; 2024Q4: 265,300 shares; 2025Q1: 265,300 shares; 2025Q2: 265,300 shares; 2025Q3: 266,800 shares 266,800 $47.5M 0.46% +1,500 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: 268,857 shares; 2024Q4: 218,857 shares; 2025Q1: 218,857 shares; 2025Q2: 184,857 shares; 2025Q3: 250,557 shares 250,557 $45.7M 0.45% +65,700 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: 181,067 shares; 2024Q4: 181,067 shares; 2025Q1: 181,067 shares; 2025Q2: 181,067 shares; 2025Q3: 151,367 shares 151,367 $45.5M 0.44% -29,700 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 663,058 shares; 2024Q4: 663,058 shares; 2025Q1: 663,058 shares; 2025Q2: 663,058 shares; 2025Q3: 671,058 shares 671,058 $45.4M 0.44% +8,000 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: 181,500 shares; 2024Q4: 227,700 shares; 2025Q1: 227,700 shares; 2025Q2: 227,700 shares; 2025Q3: 227,700 shares 227,700 $43.8M 0.43% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,400 shares; 2024Q4: 206,400 shares; 2025Q1: 216,800 shares; 2025Q2: 216,800 shares; 2025Q3: 216,800 shares 216,800 $43M 0.42% 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: 76,300 shares; 2024Q4: 88,600 shares; 2025Q1: 88,600 shares; 2025Q2: 88,600 shares; 2025Q3: 88,600 shares 88,600 $42.1M 0.41% 0 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: not reported; 2024Q4: not reported; 2025Q1: 579,900 shares; 2025Q2: 629,900 shares; 2025Q3: 700,409 shares 700,409 $41.5M 0.4% +70,509 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: 136,200 shares; 2024Q4: 136,200 shares; 2025Q1: 136,200 shares; 2025Q2: 136,200 shares; 2025Q3: 136,200 shares 136,200 $41.4M 0.4% 0 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: 72,448 shares; 2024Q4: 49,348 shares; 2025Q1: 44,348 shares; 2025Q2: 44,348 shares; 2025Q3: 34,200 shares 34,200 $41M 0.4% -10,148 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: 171,300 shares; 2024Q4: 171,300 shares; 2025Q1: 171,300 shares; 2025Q2: 201,800 shares; 2025Q3: 201,800 shares 201,800 $37.9M 0.37% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,815 shares; 2024Q4: 221,815 shares; 2025Q1: 221,815 shares; 2025Q2: 221,815 shares; 2025Q3: 221,815 shares 221,815 $37.1M 0.36% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 324,600 shares; 2024Q4: 257,200 shares; 2025Q1: 257,200 shares; 2025Q2: 257,200 shares; 2025Q3: 255,200 shares 255,200 $36.9M 0.36% -2,000 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: 13,472 shares; 2024Q4: 31,272 shares; 2025Q1: 39,972 shares; 2025Q2: 39,972 shares; 2025Q3: 39,972 shares 39,972 $36.8M 0.36% 0 Timeline KIE 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: 615,100 shares; 2024Q4: 615,100 shares; 2025Q1: 615,100 shares; 2025Q2: 615,100 shares; 2025Q3: 615,100 shares 615,100 $36.5M 0.36% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,500 shares; 2024Q4: 108,500 shares; 2025Q1: 108,500 shares; 2025Q2: 108,500 shares; 2025Q3: 108,500 shares 108,500 $36M 0.35% 0 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: 6,530 shares; 2024Q4: 6,530 shares; 2025Q1: 6,530 shares; 2025Q2: 6,530 shares; 2025Q3: 6,530 shares 6,530 $35.3M 0.34% 0 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: 73,100 shares; 2024Q4: 73,100 shares; 2025Q1: 91,700 shares; 2025Q2: 114,900 shares; 2025Q3: 114,900 shares 114,900 $35.1M 0.34% 0 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: 120,200 shares; 2024Q4: 120,200 shares; 2025Q1: 120,200 shares; 2025Q2: 120,200 shares; 2025Q3: 120,200 shares 120,200 $33.9M 0.33% 0 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: 201,243 shares; 2024Q4: 201,243 shares; 2025Q1: 449,243 shares; 2025Q2: 449,243 shares; 2025Q3: 449,243 shares 449,243 $33.9M 0.33% 0 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 404,230 shares; 2024Q4: 481,630 shares; 2025Q1: 521,630 shares; 2025Q2: 497,930 shares; 2025Q3: 497,930 shares 497,930 $33.5M 0.33% 0 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: 571,550 shares; 2024Q4: 589,455 shares; 2025Q1: 194,755 shares; 2025Q2: 194,755 shares; 2025Q3: 137,580 shares 137,580 $33.3M 0.32% -57,175 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: 1,046,200 shares; 2024Q4: 1,046,200 shares; 2025Q1: 1,046,200 shares; 2025Q2: 1,046,200 shares; 2025Q3: 1,046,200 shares 1,046,200 $32.9M 0.32% 0 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: 40,000 shares; 2024Q4: 40,000 shares; 2025Q1: 40,000 shares; 2025Q2: 71,600 shares; 2025Q3: 71,600 shares 71,600 $30.8M 0.3% 0 Timeline VPL 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: 350,000 shares; 2024Q4: 350,000 shares; 2025Q1: 350,000 shares; 2025Q2: 350,000 shares; 2025Q3: 350,000 shares 350,000 $30.7M 0.3% 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: 64,100 shares; 2024Q4: 64,100 shares; 2025Q1: 64,100 shares; 2025Q2: 64,100 shares; 2025Q3: 64,100 shares 64,100 $30.6M 0.3% 0 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: 160,592 shares; 2024Q4: 160,592 shares; 2025Q1: 160,592 shares; 2025Q2: 160,592 shares; 2025Q3: 160,592 shares 160,592 $30.1M 0.29% 0 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,293 shares; 2024Q4: 168,293 shares; 2025Q1: 202,793 shares; 2025Q2: 220,293 shares; 2025Q3: 240,293 shares 240,293 $30.1M 0.29% +20,000 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252,166 shares; 2024Q4: 252,166 shares; 2025Q1: 252,166 shares; 2025Q2: 280,066 shares; 2025Q3: 280,066 shares 280,066 $29.9M 0.29% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,400 shares; 2025Q1: 47,600 shares; 2025Q2: 61,100 shares; 2025Q3: 45,800 shares 45,800 $29.3M 0.28% -15,300 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: not reported; 2024Q4: 52,900 shares; 2025Q1: 58,000 shares; 2025Q2: 42,200 shares; 2025Q3: 42,200 shares 42,200 $28.8M 0.28% 0 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: 208,500 shares; 2024Q4: 140,500 shares; 2025Q1: 140,500 shares; 2025Q2: 157,000 shares; 2025Q3: 219,600 shares 219,600 $28.3M 0.28% +62,600 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,200 shares; 2024Q4: 65,200 shares; 2025Q1: 65,200 shares; 2025Q2: 46,800 shares; 2025Q3: 46,300 shares 46,300 $28.2M 0.27% -500 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 512,837 shares; 2024Q4: 384,237 shares; 2025Q1: 322,237 shares; 2025Q2: 301,537 shares; 2025Q3: 301,537 shares 301,537 $28.1M 0.27% 0 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: 45,265 shares; 2024Q4: 45,265 shares; 2025Q1: 45,265 shares; 2025Q2: 45,265 shares; 2025Q3: 45,265 shares 45,265 $27.8M 0.27% 0 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: 101,400 shares; 2024Q4: 101,400 shares; 2025Q1: 101,400 shares; 2025Q2: 101,400 shares; 2025Q3: 101,400 shares 101,400 $27.8M 0.27% 0 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: 659,000 shares; 2024Q4: 659,000 shares; 2025Q1: 659,000 shares; 2025Q2: 659,000 shares; 2025Q3: 659,000 shares 659,000 $27.8M 0.27% 0 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: 791,080 shares; 2024Q4: 662,080 shares; 2025Q1: 662,080 shares; 2025Q2: 535,080 shares; 2025Q3: 535,080 shares 535,080 $27.6M 0.27% 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: 29,200 shares; 2024Q4: 29,200 shares; 2025Q1: 29,200 shares; 2025Q2: 29,200 shares; 2025Q3: 29,200 shares 29,200 $27M 0.26% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,900 shares; 2024Q4: 58,900 shares; 2025Q1: 58,900 shares; 2025Q2: 58,900 shares; 2025Q3: 58,900 shares 58,900 $26.9M 0.26% 0 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: 789,500 shares; 2024Q4: 789,500 shares; 2025Q1: 589,500 shares; 2025Q2: 539,500 shares; 2025Q3: 427,500 shares 427,500 $26.7M 0.26% -112,000 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,600 shares; 2024Q4: 70,600 shares; 2025Q1: 158,200 shares; 2025Q2: 199,400 shares; 2025Q3: 199,400 shares 199,400 $26.6M 0.26% 0 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: 198,300 shares; 2024Q4: 198,300 shares; 2025Q1: 198,300 shares; 2025Q2: 198,300 shares; 2025Q3: 198,300 shares 198,300 $26.6M 0.26% 0 Timeline XLP 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: 336,700 shares; 2024Q4: 336,700 shares; 2025Q1: 336,700 shares; 2025Q2: 336,700 shares; 2025Q3: 336,700 shares 336,700 $26.4M 0.26% 0 Timeline CRBG COREBRIDGE FINL INC More: the full row for COREBRIDGE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 808,400 shares; 2024Q4: 808,400 shares; 2025Q1: 639,400 shares; 2025Q2: 815,400 shares; 2025Q3: 815,400 shares 815,400 $26.1M 0.25% 0 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: 54,600 shares; 2024Q4: 114,400 shares; 2025Q1: 114,400 shares; 2025Q2: 114,400 shares; 2025Q3: 114,400 shares 114,400 $26.1M 0.25% 0 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: 278,000 shares; 2024Q4: 374,000 shares; 2025Q1: 374,000 shares; 2025Q2: 374,000 shares; 2025Q3: 374,000 shares 374,000 $25.6M 0.25% 0 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: 40,600 shares; 2024Q4: 40,600 shares; 2025Q1: 40,600 shares; 2025Q2: 40,600 shares; 2025Q3: 103,600 shares 103,600 $25.5M 0.25% +63,000 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200,000 shares; 2024Q4: 1,200,000 shares; 2025Q1: 1,200,000 shares; 2025Q2: 1,200,000 shares; 2025Q3: 1,200,000 shares 1,200,000 $25.1M 0.24% 0 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: 438,360 shares; 2024Q4: 276,600 shares; 2025Q1: 276,600 shares; 2025Q2: 276,600 shares; 2025Q3: 276,600 shares 276,600 $24.7M 0.24% 0 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 577,000 shares; 2024Q4: 649,200 shares; 2025Q1: 649,200 shares; 2025Q2: 649,200 shares; 2025Q3: 773,003 shares 773,003 $24.7M 0.24% +123,803 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,840 shares; 2024Q4: 152,495 shares; 2025Q1: 152,495 shares; 2025Q2: 155,941 shares; 2025Q3: 170,441 shares 170,441 $24.3M 0.24% +14,500 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: 316,607 shares; 2024Q4: 218,607 shares; 2025Q1: 192,907 shares; 2025Q2: 157,907 shares; 2025Q3: 101,257 shares 101,257 $24.2M 0.24% -56,650 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: 247,200 shares; 2024Q4: 247,200 shares; 2025Q1: 247,200 shares; 2025Q2: 247,200 shares; 2025Q3: 247,200 shares 247,200 $24.2M 0.24% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,700 shares; 2025Q1: 20,700 shares; 2025Q2: 20,700 shares; 2025Q3: 20,700 shares 20,700 $24.1M 0.24% 0 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 554,600 shares; 2024Q4: 554,600 shares; 2025Q1: 554,600 shares; 2025Q2: 554,600 shares; 2025Q3: 439,600 shares 439,600 $23.6M 0.23% -115,000 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: 558,980 shares; 2024Q4: 558,980 shares; 2025Q1: 487,780 shares; 2025Q2: 281,024 shares; 2025Q3: 281,024 shares 281,024 $23.6M 0.23% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 362,740 shares; 2024Q4: 362,740 shares; 2025Q1: 245,740 shares; 2025Q2: 245,740 shares; 2025Q3: 245,740 shares 245,740 $23.4M 0.23% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 335,400 shares; 2024Q4: 335,400 shares; 2025Q1: 335,400 shares; 2025Q2: 335,400 shares; 2025Q3: 335,400 shares 335,400 $23.4M 0.23% 0 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: 40,100 shares; 2024Q4: 40,100 shares; 2025Q1: 40,100 shares; 2025Q2: 40,100 shares; 2025Q3: 40,100 shares 40,100 $22.8M 0.22% 0 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: 47,200 shares; 2024Q4: 47,200 shares; 2025Q1: 28,600 shares; 2025Q2: 28,600 shares; 2025Q3: 28,600 shares 28,600 $22.8M 0.22% 0 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: 166,520 shares; 2025Q1: 166,520 shares; 2025Q2: 166,520 shares; 2025Q3: 153,020 shares 153,020 $22.3M 0.22% -13,500 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: 85,745 shares; 2024Q4: 131,745 shares; 2025Q1: 131,745 shares; 2025Q2: 131,745 shares; 2025Q3: 131,745 shares 131,745 $22M 0.21% 0 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: 87,100 shares; 2024Q4: 87,100 shares; 2025Q1: 87,100 shares; 2025Q2: 87,100 shares; 2025Q3: 87,100 shares 87,100 $21.5M 0.21% 0 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: 137,800 shares; 2024Q4: 107,000 shares; 2025Q1: 107,000 shares; 2025Q2: 107,000 shares; 2025Q3: 107,000 shares 107,000 $21.5M 0.21% 0 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: 44,100 shares; 2024Q4: 44,100 shares; 2025Q1: 44,100 shares; 2025Q2: 44,100 shares; 2025Q3: 44,100 shares 44,100 $21.5M 0.21% 0 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: 55,600 shares; 2024Q4: 55,600 shares; 2025Q1: 86,600 shares; 2025Q2: 86,600 shares; 2025Q3: 86,600 shares 86,600 $20.4M 0.2% 0 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: 539,147 shares; 2024Q4: 539,147 shares; 2025Q1: 539,147 shares; 2025Q2: 539,147 shares; 2025Q3: 539,147 shares 539,147 $18.5M 0.18% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,800 shares; 2024Q4: 64,800 shares; 2025Q1: 64,800 shares; 2025Q2: 64,800 shares; 2025Q3: 64,800 shares 64,800 $18.3M 0.18% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,000 shares; 2024Q4: 34,000 shares; 2025Q1: 41,000 shares; 2025Q2: 46,000 shares; 2025Q3: 51,000 shares 51,000 $18.2M 0.18% +5,000 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,500 shares; 2024Q4: 139,500 shares; 2025Q1: 139,500 shares; 2025Q2: 139,500 shares; 2025Q3: 139,500 shares 139,500 $17.6M 0.17% 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: 67,550 shares; 2024Q4: 89,150 shares; 2025Q1: 89,150 shares; 2025Q2: 49,650 shares; 2025Q3: 49,650 shares 49,650 $17.5M 0.17% 0 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: 231,400 shares; 2024Q4: 159,400 shares; 2025Q1: 159,400 shares; 2025Q2: 82,400 shares; 2025Q3: 82,400 shares 82,400 $17.3M 0.17% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,400 shares; 2024Q4: 68,600 shares; 2025Q1: 68,600 shares; 2025Q2: 68,600 shares; 2025Q3: 68,600 shares 68,600 $17.2M 0.17% 0 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,548 shares; 2024Q4: 150,548 shares; 2025Q1: 120,548 shares; 2025Q2: 120,548 shares; 2025Q3: 120,548 shares 120,548 $17.1M 0.17% 0 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: 79,400 shares; 2024Q4: 79,400 shares; 2025Q1: 79,400 shares; 2025Q2: 79,400 shares; 2025Q3: 79,400 shares 79,400 $16M 0.16% 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: 486,600 shares; 2024Q4: 404,100 shares; 2025Q1: 249,100 shares; 2025Q2: 217,800 shares; 2025Q3: 207,800 shares 207,800 $15.9M 0.16% -10,000 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: not reported; 2024Q4: not reported; 2025Q1: 79,500 shares; 2025Q2: 190,000 shares; 2025Q3: 190,000 shares 190,000 $15.6M 0.15% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,100 shares; 2024Q4: 71,100 shares; 2025Q1: 71,100 shares; 2025Q2: 71,100 shares; 2025Q3: 71,100 shares 71,100 $15.3M 0.15% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,000 shares; 2025Q2: 14,500 shares; 2025Q3: 49,500 shares 49,500 $15.3M 0.15% +35,000 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: 130,606 shares; 2024Q4: 130,606 shares; 2025Q1: 130,606 shares; 2025Q2: 130,606 shares; 2025Q3: 130,606 shares 130,606 $15M 0.15% 0 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: not reported; 2024Q4: 3,900 shares; 2025Q1: 12,100 shares; 2025Q2: 25,600 shares; 2025Q3: 25,600 shares 25,600 $14.4M 0.14% 0 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253,500 shares; 2024Q4: 253,500 shares; 2025Q1: 253,500 shares; 2025Q2: 253,500 shares; 2025Q3: 253,500 shares 253,500 $13.9M 0.14% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,000 shares; 2024Q4: 139,000 shares; 2025Q1: 73,000 shares; 2025Q2: 73,000 shares; 2025Q3: 73,000 shares 73,000 $13.4M 0.13% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,809 shares; 2024Q4: 148,809 shares; 2025Q1: 148,809 shares; 2025Q2: 148,809 shares; 2025Q3: 148,809 shares 148,809 $12.5M 0.12% 0 Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232,200 shares; 2024Q4: 232,200 shares; 2025Q1: 124,200 shares; 2025Q2: 154,700 shares; 2025Q3: 154,700 shares 154,700 $12.4M 0.12% 0 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: 77,700 shares; 2024Q4: 60,100 shares; 2025Q1: 51,800 shares; 2025Q2: 51,800 shares; 2025Q3: 51,800 shares 51,800 $12.3M 0.12% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,500 shares; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares; 2025Q2: 112,500 shares; 2025Q3: 112,500 shares 112,500 $12.1M 0.12% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244,000 shares; 2024Q4: 130,800 shares; 2025Q1: 130,800 shares; 2025Q2: 130,800 shares; 2025Q3: 130,800 shares 130,800 $12M 0.12% 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: 73,072 shares; 2024Q4: 73,072 shares; 2025Q1: 73,072 shares; 2025Q2: 73,072 shares; 2025Q3: 73,072 shares 73,072 $11.8M 0.12% 0 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: 545,400 shares; 2024Q4: 545,400 shares; 2025Q1: 442,400 shares; 2025Q2: 442,400 shares; 2025Q3: 442,400 shares 442,400 $11.3M 0.11% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,500 shares; 2024Q4: 77,000 shares; 2025Q1: 77,000 shares; 2025Q2: 77,000 shares; 2025Q3: 77,000 shares 77,000 $10.8M 0.11% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 323,100 shares; 2024Q4: 121,300 shares; 2025Q1: 121,300 shares; 2025Q2: 121,300 shares; 2025Q3: 121,300 shares 121,300 $10.3M 0.1% 0 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: 71,000 shares; 2024Q4: 71,000 shares; 2025Q1: 71,000 shares; 2025Q2: 71,000 shares; 2025Q3: 71,000 shares 71,000 $10.3M 0.1% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,831,406 shares; 2024Q4: 1,831,406 shares; 2025Q1: 1,831,406 shares; 2025Q2: 1,831,406 shares; 2025Q3: 511,406 shares 511,406 $9.99M 0.1% -1,320,000 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: 126,800 shares; 2024Q4: 126,800 shares; 2025Q1: 126,800 shares; 2025Q2: 126,800 shares; 2025Q3: 126,800 shares 126,800 $9.96M 0.1% 0 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP 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: 90,000 shares 90,000 $9.36M 0.09% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,721 shares 47,721 $8.53M 0.08% new 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: 28,800 shares; 2024Q4: 28,800 shares; 2025Q1: 28,800 shares; 2025Q2: 28,800 shares; 2025Q3: 28,800 shares 28,800 $8.13M 0.08% 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: 156,400 shares; 2024Q4: 71,100 shares; 2025Q1: 71,100 shares; 2025Q2: 71,100 shares; 2025Q3: 71,100 shares 71,100 $6.94M 0.07% 0 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: 20,500 shares; 2024Q4: 15,300 shares; 2025Q1: 15,300 shares; 2025Q2: 15,300 shares; 2025Q3: 15,300 shares 15,300 $6.84M 0.07% 0 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: 118,000 shares; 2024Q4: 118,000 shares; 2025Q1: 118,000 shares; 2025Q2: 118,000 shares; 2025Q3: 118,000 shares 118,000 $6.7M 0.07% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 394,330 shares 394,330 $6.29M 0.06% new Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,160,700 shares; 2024Q4: 90,000 shares; 2025Q1: 90,000 shares; 2025Q2: 90,000 shares; 2025Q3: 90,000 shares 90,000 $5.85M 0.06% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,100 shares; 2024Q4: 75,100 shares; 2025Q1: 75,100 shares; 2025Q2: 75,100 shares; 2025Q3: 75,100 shares 75,100 $5.84M 0.06% 0 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: 73,300 shares; 2024Q4: 73,300 shares; 2025Q1: 73,300 shares; 2025Q2: 34,100 shares; 2025Q3: 34,100 shares 34,100 $5.67M 0.06% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,800 shares; 2024Q4: 68,800 shares; 2025Q1: 68,800 shares; 2025Q2: 68,800 shares; 2025Q3: 68,800 shares 68,800 $5.67M 0.06% 0 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: not reported; 2025Q2: not reported; 2025Q3: 77,552 shares 77,552 $5.5M 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 515,311 shares 515,311 $5.4M 0.05% new Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK 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: 156,328 shares 156,328 $5.34M 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,324 shares 19,324 $5.16M 0.05% new Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS 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: 122,003 shares 122,003 $5.12M 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,698 shares 26,698 $5.1M 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 89,252 shares 89,252 $4.98M 0.05% new Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 167,119 shares 167,119 $4.81M 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,796 shares 35,796 $4.59M 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 57,852 shares 57,852 $4.44M 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 60,957 shares 60,957 $4.43M 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 64,145 shares 64,145 $3.4M 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 59,614 shares 59,614 $3.31M 0.03% new Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 77,256 shares 77,256 $3.17M 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 188,992 shares 188,992 $3.16M 0.03% new Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S 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: 29,151 shares 29,151 $2.88M 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,274 shares 35,274 $2.52M 0.02% new Timeline EDU NEW ORIENTAL ED & TECHNOLOGY More: the full row for NEW ORIENTAL ED & TECHNOLOGY 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: 47,197 shares 47,197 $2.5M 0.02% new Timeline NU NU HLDGS LTD More: the full row for NU HLDGS 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: 147,832 shares 147,832 $2.37M 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,675 shares 24,675 $2.35M 0.02% new Timeline FUTU FUTU HLDGS LTD More: the full row for FUTU HLDGS 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: 11,992 shares 11,992 $2.09M 0.02% new Timeline SE SEA LTD More: the full row for SEA 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: 10,890 shares 10,890 $1.95M 0.02% new Timeline FMS FRESENIUS MEDICAL CARE AG More: the full row for FRESENIUS MEDICAL CARE AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 67,196 shares 67,196 $1.77M 0.02% new Timeline AEG AEGON LTD More: the full row for AEGON 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: 218,660 shares 218,660 $1.75M 0.02% new Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 51,742 shares 51,742 $1.7M 0.02% new Timeline TLK TELEKOMUNIKASI IND More: the full row for TELEKOMUNIKASI IND 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: 87,020 shares 87,020 $1.64M 0.02% new Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,500 shares 3,500 $1.64M 0.02% new 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: 28,100 shares; 2024Q4: 28,100 shares; 2025Q1: 28,100 shares; 2025Q2: 28,100 shares; 2025Q3: 28,100 shares 28,100 $1.52M 0.01% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 639 shares 639 $1.49M 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,550 shares 24,550 $1.47M 0.01% new 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: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares 5,000 $1.22M 0.01% 0 Timeline SNN SMITH & NEPHEW PLC More: the full row for SMITH & NEPHEW PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,747 shares 27,747 $1.01M 0.01% new 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: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares 12,000 $856K 0.01% 0 Timeline TCOM TRIP COM GROUP LTD More: the full row for TRIP COM GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,271 shares 10,271 $772K 0.01% 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: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares 6,000 $666K 0.01% 0 Timeline