SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 64,270 shares; 2024Q3: 92,291 shares; 2024Q4: 170,944 shares; 2025Q1: 195,292 shares; 2025Q2: 251,172 shares; 2025Q3: 176,495 shares 176,495 $18.4M 4.17% -74,677 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 140,943 shares; 2024Q3: 204,582 shares; 2024Q4: 278,542 shares; 2025Q1: 314,306 shares; 2025Q2: 392,423 shares; 2025Q3: 327,940 shares 327,940 $14M 3.17% -64,483 Timeline GOVT 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: 505,971 shares; 2024Q3: 584,308 shares; 2024Q4: 682,293 shares; 2025Q1: 753,956 shares; 2025Q2: 846,789 shares; 2025Q3: 566,973 shares 566,973 $13.1M 2.96% -279,816 Timeline SHYG 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: 178,736 shares; 2024Q3: 211,225 shares; 2024Q4: 246,507 shares; 2025Q1: 267,901 shares; 2025Q2: 290,391 shares; 2025Q3: 299,215 shares 299,215 $13M 2.93% +8,824 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 248,733 shares; 2024Q3: 227,853 shares; 2024Q4: 222,948 shares; 2025Q1: 221,287 shares; 2025Q2: 28,471 shares; 2025Q3: 183,777 shares 183,777 $11.6M 2.62% +155,306 Timeline SPYV 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: 95,631 shares; 2024Q3: 135,675 shares; 2024Q4: 149,081 shares; 2025Q1: 171,797 shares; 2025Q2: 223,841 shares; 2025Q3: 196,383 shares 196,383 $10.9M 2.46% -27,458 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: 337,142 shares; 2024Q3: 416,969 shares; 2024Q4: 486,106 shares; 2025Q1: 539,655 shares; 2025Q2: 601,510 shares; 2025Q3: 484,047 shares 484,047 $10.9M 2.46% -117,463 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 87,960 shares; 2024Q3: 104,419 shares; 2024Q4: 133,160 shares; 2025Q1: 146,343 shares; 2025Q2: 164,388 shares; 2025Q3: 121,082 shares 121,082 $10.2M 2.3% -43,306 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: 13,732 shares; 2024Q3: 13,645 shares; 2024Q4: 16,847 shares; 2025Q1: 20,095 shares; 2025Q2: 23,409 shares; 2025Q3: 19,403 shares 19,403 $10M 2.27% -4,006 Timeline SPTL 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: 274,550 shares; 2024Q3: 317,072 shares; 2024Q4: 284,707 shares; 2025Q1: 316,144 shares; 2025Q2: 352,372 shares; 2025Q3: 359,628 shares 359,628 $9.69M 2.19% +7,256 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: 7,430 shares; 2024Q3: 14,146 shares; 2024Q4: 21,367 shares; 2025Q1: 27,719 shares; 2025Q2: 42,500 shares; 2025Q3: 46,322 shares 46,322 $8.64M 1.95% +3,822 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: 10,702 shares; 2024Q3: 21,871 shares; 2024Q4: 28,640 shares; 2025Q1: 37,310 shares; 2025Q2: 42,093 shares; 2025Q3: 30,184 shares 30,184 $8.49M 1.92% -11,909 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: 37,307 shares; 2024Q3: 38,745 shares; 2024Q4: 39,720 shares; 2025Q1: 47,153 shares; 2025Q2: 45,299 shares; 2025Q3: 35,284 shares 35,284 $7.75M 1.75% -10,015 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 9,181 shares; 2024Q3: 8,094 shares; 2024Q4: 14,451 shares; 2025Q1: 14,108 shares; 2025Q2: 74,372 shares; 2025Q3: 66,848 shares 66,848 $6.13M 1.39% -7,524 Timeline SPSM 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: 33,993 shares; 2024Q3: 50,124 shares; 2024Q4: 89,879 shares; 2025Q1: 104,116 shares; 2025Q2: 141,654 shares; 2025Q3: 120,967 shares 120,967 $5.6M 1.27% -20,687 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 51,030 shares; 2024Q3: 73,792 shares; 2024Q4: 92,272 shares; 2025Q1: 105,799 shares; 2025Q2: 148,782 shares; 2025Q3: 114,547 shares 114,547 $5.36M 1.21% -34,235 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: 11,013 shares; 2024Q3: 12,475 shares; 2024Q4: 14,884 shares; 2025Q1: 17,728 shares; 2025Q2: 19,952 shares; 2025Q3: 15,445 shares 15,445 $5.27M 1.19% -4,507 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: 18,283 shares; 2024Q3: 26,153 shares; 2024Q4: 30,568 shares; 2025Q1: 34,622 shares; 2025Q2: 39,923 shares; 2025Q3: 34,392 shares 34,392 $5.11M 1.16% -5,531 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: 15,070 shares; 2024Q3: 26,875 shares; 2024Q4: 30,984 shares; 2025Q1: 33,263 shares; 2025Q2: 24,802 shares; 2025Q3: 19,659 shares 19,659 $5.01M 1.13% -5,143 Timeline SPSB 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: 109,144 shares; 2024Q3: 132,735 shares; 2024Q4: 167,674 shares; 2025Q1: 177,913 shares; 2025Q2: 200,144 shares; 2025Q3: 161,119 shares 161,119 $4.88M 1.1% -39,025 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: 644 shares; 2024Q3: 759 shares; 2024Q4: 4,390 shares; 2025Q1: 6,707 shares; 2025Q2: 7,100 shares; 2025Q3: 6,277 shares 6,277 $4.79M 1.08% -823 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: 12,162 shares; 2024Q3: 15,156 shares; 2024Q4: 18,353 shares; 2025Q1: 20,608 shares; 2025Q2: 22,654 shares; 2025Q3: 18,647 shares 18,647 $4.53M 1.03% -4,007 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: not reported; 2024Q3: not reported; 2024Q4: 1,600 shares; 2025Q1: 2,407 shares; 2025Q2: 3,438 shares; 2025Q3: 12,984 shares 12,984 $4.28M 0.97% +9,546 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: 5,141 shares; 2024Q3: 5,661 shares; 2024Q4: 6,707 shares; 2025Q1: 7,863 shares; 2025Q2: 8,644 shares; 2025Q3: 7,334 shares 7,334 $4.17M 0.94% -1,310 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: 16,990 shares; 2024Q3: 15,263 shares; 2024Q4: 18,537 shares; 2025Q1: 16,523 shares; 2025Q2: 20,029 shares; 2025Q3: 13,404 shares 13,404 $3.26M 0.74% -6,625 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: 4,047 shares; 2024Q3: 2,857 shares; 2024Q4: 3,400 shares; 2025Q1: 2,861 shares; 2025Q2: 3,470 shares; 2025Q3: 2,542 shares 2,542 $3.05M 0.69% -928 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: 24,369 shares; 2024Q3: 27,817 shares; 2024Q4: 34,837 shares; 2025Q1: 51,292 shares; 2025Q2: 56,387 shares; 2025Q3: 69,303 shares 69,303 $3.05M 0.69% +12,916 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: 67,613 shares; 2024Q3: 74,933 shares; 2024Q4: 88,378 shares; 2025Q1: 93,322 shares; 2025Q2: 97,104 shares; 2025Q3: 80,116 shares 80,116 $3.03M 0.68% -16,988 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: 15,099 shares; 2024Q3: 17,308 shares; 2024Q4: 20,749 shares; 2025Q1: 21,295 shares; 2025Q2: 22,315 shares; 2025Q3: 17,374 shares 17,374 $2.91M 0.66% -4,941 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: 1,955 shares; 2024Q3: 3,031 shares; 2024Q4: 4,521 shares; 2025Q1: 5,926 shares; 2025Q2: 8,966 shares; 2025Q3: 6,465 shares 6,465 $2.88M 0.65% -2,501 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: 781 shares; 2024Q3: 1,302 shares; 2024Q4: 2,233 shares; 2025Q1: 3,489 shares; 2025Q2: 4,417 shares; 2025Q3: 3,736 shares 3,736 $2.74M 0.62% -681 Timeline JQUA 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: 34,013 shares; 2024Q3: 50,135 shares; 2024Q4: 39,531 shares; 2025Q1: 45,844 shares; 2025Q2: 58,926 shares; 2025Q3: 39,346 shares 39,346 $2.48M 0.56% -19,580 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 62,565 shares; 2024Q3: 62,720 shares; 2024Q4: 51,123 shares; 2025Q1: 51,882 shares; 2025Q2: 59,676 shares; 2025Q3: 51,368 shares 51,368 $2.35M 0.53% -8,308 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: 8,334 shares; 2024Q3: 9,140 shares; 2024Q4: 10,636 shares; 2025Q1: 10,086 shares; 2025Q2: 11,013 shares; 2025Q3: 8,716 shares 8,716 $2.33M 0.53% -2,297 Timeline CSMD PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 113,418 shares; 2024Q3: 112,727 shares; 2024Q4: 71,468 shares; 2025Q1: 71,725 shares; 2025Q2: 77,840 shares; 2025Q3: 68,690 shares 68,690 $2.29M 0.52% -9,150 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: 13,853 shares; 2024Q3: 15,170 shares; 2024Q4: 18,225 shares; 2025Q1: 20,115 shares; 2025Q2: 17,801 shares; 2025Q3: 13,096 shares 13,096 $2.21M 0.5% -4,705 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,008 shares; 2024Q3: 6,554 shares; 2024Q4: 10,046 shares; 2025Q1: 15,260 shares; 2025Q2: 17,397 shares; 2025Q3: 14,813 shares 14,813 $2.17M 0.49% -2,584 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,286 shares; 2024Q3: 2,542 shares; 2024Q4: 2,988 shares; 2025Q1: 3,602 shares; 2025Q2: 4,357 shares; 2025Q3: 3,784 shares 3,784 $2.15M 0.49% -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: 2,871 shares; 2024Q3: 3,295 shares; 2024Q4: 4,220 shares; 2025Q1: 4,949 shares; 2025Q2: 5,105 shares; 2025Q3: 4,246 shares 4,246 $2.13M 0.48% -859 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,461 shares; 2024Q3: 3,884 shares; 2024Q4: 4,614 shares; 2025Q1: 5,853 shares; 2025Q2: 6,855 shares; 2025Q3: 10,379 shares 10,379 $2.13M 0.48% +3,524 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: 17,936 shares; 2024Q3: 19,511 shares; 2024Q4: 22,915 shares; 2025Q1: 26,711 shares; 2025Q2: 33,648 shares; 2025Q3: 15,626 shares 15,626 $2.09M 0.47% -18,022 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 17,404 shares; 2024Q3: 22,699 shares; 2024Q4: 38,064 shares; 2025Q1: 42,456 shares; 2025Q2: 50,087 shares; 2025Q3: 39,163 shares 39,163 $1.99M 0.45% -10,924 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: 1,772 shares; 2024Q3: 2,031 shares; 2024Q4: 2,315 shares; 2025Q1: 6,809 shares; 2025Q2: 7,956 shares; 2025Q3: 5,530 shares 5,530 $1.97M 0.45% -2,426 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: 28,764 shares; 2024Q3: 33,935 shares; 2024Q4: 35,649 shares; 2025Q1: 35,097 shares; 2025Q2: 33,984 shares; 2025Q3: 27,166 shares 27,166 $1.86M 0.42% -6,818 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: not reported; 2024Q3: 2,813 shares; 2024Q4: 3,665 shares; 2025Q1: 13,925 shares; 2025Q2: 24,504 shares; 2025Q3: 21,825 shares 21,825 $1.85M 0.42% -2,679 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: 3,405 shares; 2024Q3: 3,715 shares; 2024Q4: 3,888 shares; 2025Q1: 1,778 shares; 2025Q2: 2,299 shares; 2025Q3: 1,961 shares 1,961 $1.8M 0.41% -338 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: 2,600 shares; 2024Q3: 4,822 shares; 2024Q4: 7,498 shares; 2025Q1: 9,420 shares; 2025Q2: 10,740 shares; 2025Q3: 8,359 shares 8,359 $1.8M 0.41% -2,381 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: 4,101 shares; 2024Q3: 3,885 shares; 2024Q4: 5,115 shares; 2025Q1: 6,077 shares; 2025Q2: 7,437 shares; 2025Q3: 5,589 shares 5,589 $1.76M 0.4% -1,848 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 38,123 shares; 2024Q3: 44,982 shares; 2024Q4: 40,414 shares; 2025Q1: 42,234 shares; 2025Q2: 44,184 shares; 2025Q3: 36,286 shares 36,286 $1.75M 0.4% -7,898 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 52,919 shares; 2024Q3: 53,053 shares; 2024Q4: 48,278 shares; 2025Q1: 49,092 shares; 2025Q2: 56,656 shares; 2025Q3: 48,692 shares 48,692 $1.74M 0.39% -7,964 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: 17,574 shares; 2024Q3: 21,027 shares; 2024Q4: 23,383 shares; 2025Q1: 23,754 shares; 2025Q2: 21,839 shares; 2025Q3: 18,261 shares 18,261 $1.74M 0.39% -3,578 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: 8,224 shares; 2024Q3: 9,055 shares; 2024Q4: 10,582 shares; 2025Q1: 11,373 shares; 2025Q2: 11,972 shares; 2025Q3: 12,326 shares 12,326 $1.73M 0.39% +354 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10,793 shares; 2024Q3: 11,051 shares; 2024Q4: 11,411 shares; 2025Q1: 11,677 shares; 2025Q2: 12,135 shares; 2025Q3: 11,675 shares 11,675 $1.72M 0.39% -460 Timeline SLYG 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: 28,906 shares; 2024Q3: 43,281 shares; 2024Q4: 43,656 shares; 2025Q1: 50,853 shares; 2025Q2: 67,564 shares; 2025Q3: 18,137 shares 18,137 $1.71M 0.39% -49,427 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,602 shares; 2024Q3: 4,863 shares; 2024Q4: 3,967 shares; 2025Q1: 5,357 shares; 2025Q2: 6,261 shares; 2025Q3: 4,934 shares 4,934 $1.68M 0.38% -1,327 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,094 shares; 2025Q2: 11,620 shares; 2025Q3: 9,268 shares 9,268 $1.66M 0.37% -2,352 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: 15,656 shares; 2024Q3: 17,555 shares; 2024Q4: 17,148 shares; 2025Q1: 17,763 shares; 2025Q2: 21,619 shares; 2025Q3: 19,601 shares 19,601 $1.64M 0.37% -2,018 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: 7,709 shares; 2024Q3: 10,684 shares; 2024Q4: 13,476 shares; 2025Q1: 16,130 shares; 2025Q2: 18,039 shares; 2025Q3: 14,107 shares 14,107 $1.62M 0.37% -3,932 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: 4,355 shares; 2024Q3: 4,802 shares; 2024Q4: 5,123 shares; 2025Q1: 5,912 shares; 2025Q2: 7,369 shares; 2025Q3: 6,161 shares 6,161 $1.52M 0.34% -1,208 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: not reported; 2024Q3: not reported; 2024Q4: 56,380 shares; 2025Q1: 63,542 shares; 2025Q2: 65,700 shares; 2025Q3: 52,491 shares 52,491 $1.51M 0.34% -13,209 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 783 shares; 2025Q2: 3,434 shares; 2025Q3: 2,748 shares 2,748 $1.49M 0.34% -686 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: 20,910 shares; 2024Q3: 22,578 shares; 2024Q4: 27,621 shares; 2025Q1: 28,536 shares; 2025Q2: 30,436 shares; 2025Q3: 24,718 shares 24,718 $1.47M 0.33% -5,718 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: 8,507 shares; 2024Q3: 8,421 shares; 2024Q4: 10,262 shares; 2025Q1: 11,591 shares; 2025Q2: 12,419 shares; 2025Q3: 8,844 shares 8,844 $1.43M 0.32% -3,575 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: not reported; 2024Q3: 2,025 shares; 2024Q4: 3,700 shares; 2025Q1: 2,171 shares; 2025Q2: 2,527 shares; 2025Q3: 2,143 shares 2,143 $1.43M 0.32% -384 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,579 shares; 2025Q3: 2,222 shares 2,222 $1.42M 0.32% -357 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,830 shares; 2024Q3: 3,255 shares; 2024Q4: 4,034 shares; 2025Q1: 4,642 shares; 2025Q2: 4,783 shares; 2025Q3: 3,943 shares 3,943 $1.34M 0.3% -840 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: 2,038 shares; 2024Q3: 2,029 shares; 2024Q4: 2,211 shares; 2025Q1: 2,466 shares; 2025Q2: 2,997 shares; 2025Q3: 2,002 shares 2,002 $1.34M 0.3% -995 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,430 shares; 2024Q3: 4,006 shares; 2024Q4: 4,835 shares; 2025Q1: 5,870 shares; 2025Q2: 6,762 shares; 2025Q3: 5,147 shares 5,147 $1.31M 0.3% -1,615 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: 3,662 shares; 2024Q3: 4,923 shares; 2024Q4: 5,806 shares; 2025Q1: 6,861 shares; 2025Q2: 8,468 shares; 2025Q3: 3,696 shares 3,696 $1.3M 0.29% -4,772 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: 7,699 shares; 2024Q3: 8,888 shares; 2024Q4: 10,658 shares; 2025Q1: 12,141 shares; 2025Q2: 12,643 shares; 2025Q3: 10,518 shares 10,518 $1.3M 0.29% -2,125 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: 2,392 shares; 2024Q3: 3,380 shares; 2024Q4: 3,763 shares; 2025Q1: 5,337 shares; 2025Q2: 7,584 shares; 2025Q3: 6,333 shares 6,333 $1.3M 0.29% -1,251 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,015 shares; 2025Q3: 1,994 shares 1,994 $1.3M 0.29% +979 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: 5,772 shares; 2024Q3: 5,391 shares; 2024Q4: 6,562 shares; 2025Q1: 8,292 shares; 2025Q2: 9,729 shares; 2025Q3: 8,326 shares 8,326 $1.29M 0.29% -1,403 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: 17,714 shares; 2024Q3: 16,979 shares; 2024Q4: 21,044 shares; 2025Q1: 23,946 shares; 2025Q2: 30,005 shares; 2025Q3: 24,894 shares 24,894 $1.28M 0.29% -5,111 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: not reported; 2024Q3: not reported; 2024Q4: 4,407 shares; 2025Q1: 4,522 shares; 2025Q2: 4,975 shares; 2025Q3: 12,957 shares 12,957 $1.27M 0.29% +7,982 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: not reported; 2024Q3: not reported; 2024Q4: 1,430 shares; 2025Q1: 1,543 shares; 2025Q2: 3,612 shares; 2025Q3: 3,563 shares 3,563 $1.27M 0.29% -49 Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 18,991 shares; 2024Q3: 20,081 shares; 2024Q4: 24,753 shares; 2025Q1: 28,434 shares; 2025Q2: 28,100 shares; 2025Q3: 22,143 shares 22,143 $1.25M 0.28% -5,957 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: 2,240 shares; 2024Q3: 2,954 shares; 2024Q4: 3,355 shares; 2025Q1: 6,317 shares; 2025Q2: 7,254 shares; 2025Q3: 6,674 shares 6,674 $1.24M 0.28% -580 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: not reported; 2024Q3: not reported; 2024Q4: 6,850 shares; 2025Q1: 11,561 shares; 2025Q2: 13,925 shares; 2025Q3: 11,664 shares 11,664 $1.22M 0.27% -2,261 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: 20,228 shares; 2024Q3: 23,103 shares; 2024Q4: 27,719 shares; 2025Q1: 27,266 shares; 2025Q2: 24,099 shares; 2025Q3: 21,739 shares 21,739 $1.21M 0.27% -2,360 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 18,067 shares; 2024Q3: 21,138 shares; 2024Q4: 24,843 shares; 2025Q1: 28,318 shares; 2025Q2: 29,058 shares; 2025Q3: 23,766 shares 23,766 $1.2M 0.27% -5,292 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,392 shares; 2024Q3: 1,616 shares; 2024Q4: 1,722 shares; 2025Q1: 2,130 shares; 2025Q2: 2,456 shares; 2025Q3: 2,044 shares 2,044 $1.2M 0.27% -412 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: 14,058 shares; 2024Q3: 18,285 shares; 2024Q4: 13,633 shares; 2025Q1: 16,622 shares; 2025Q2: 18,754 shares; 2025Q3: 15,646 shares 15,646 $1.18M 0.27% -3,108 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 58,900 shares; 2024Q3: 68,376 shares; 2024Q4: 83,600 shares; 2025Q1: 86,136 shares; 2025Q2: 91,301 shares; 2025Q3: 75,746 shares 75,746 $1.13M 0.26% -15,555 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,399 shares; 2025Q1: 3,146 shares; 2025Q2: 3,676 shares; 2025Q3: 3,263 shares 3,263 $1.13M 0.25% -413 Timeline LGND LIGAND PHARMACEUTICALS INC More: the full row for LIGAND PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,663 shares; 2024Q3: 4,376 shares; 2024Q4: 5,095 shares; 2025Q1: 6,331 shares; 2025Q2: 7,313 shares; 2025Q3: 6,342 shares 6,342 $1.12M 0.25% -971 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: not reported; 2024Q3: 10,378 shares; 2024Q4: 12,993 shares; 2025Q1: 13,903 shares; 2025Q2: 14,591 shares; 2025Q3: 14,444 shares 14,444 $1.11M 0.25% -147 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,314 shares; 2024Q3: 6,350 shares; 2024Q4: 7,678 shares; 2025Q1: 10,059 shares; 2025Q2: 11,657 shares; 2025Q3: 8,621 shares 8,621 $1.11M 0.25% -3,036 Timeline CVLT COMMVAULT SYS INC More: the full row for COMMVAULT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,639 shares; 2024Q3: 3,589 shares; 2024Q4: 4,316 shares; 2025Q1: 5,792 shares; 2025Q2: 6,813 shares; 2025Q3: 5,727 shares 5,727 $1.08M 0.24% -1,086 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: 3,050 shares; 2024Q3: 4,121 shares; 2024Q4: 4,971 shares; 2025Q1: 7,379 shares; 2025Q2: 9,164 shares; 2025Q3: 6,493 shares 6,493 $1.08M 0.24% -2,671 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,165 shares 2,165 $1.07M 0.24% 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: 1,949 shares; 2024Q3: 2,040 shares; 2024Q4: 3,229 shares; 2025Q1: 3,531 shares; 2025Q2: 3,788 shares; 2025Q3: 3,471 shares 3,471 $1.05M 0.24% -317 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,282 shares; 2024Q3: 1,462 shares; 2024Q4: 1,835 shares; 2025Q1: 2,180 shares; 2025Q2: 2,308 shares; 2025Q3: 1,863 shares 1,863 $1.05M 0.24% -445 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 2,359 shares; 2024Q4: 9,957 shares; 2025Q1: 11,818 shares; 2025Q2: 13,171 shares; 2025Q3: 11,133 shares 11,133 $1.05M 0.24% -2,038 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,750 shares 10,750 $1.05M 0.24% new 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: 1,237 shares; 2024Q3: 1,495 shares; 2024Q4: 1,982 shares; 2025Q1: 1,165 shares; 2025Q2: 1,305 shares; 2025Q3: 1,080 shares 1,080 $1.05M 0.24% -225 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: 3,938 shares; 2024Q3: 4,434 shares; 2024Q4: 5,284 shares; 2025Q1: 6,660 shares; 2025Q2: 6,651 shares; 2025Q3: 5,505 shares 5,505 $1.03M 0.23% -1,146 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,472 shares; 2024Q3: 4,062 shares; 2024Q4: 4,865 shares; 2025Q1: 5,471 shares; 2025Q2: 6,639 shares; 2025Q3: 5,502 shares 5,502 $1.03M 0.23% -1,137 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: 548 shares; 2024Q3: 622 shares; 2024Q4: 832 shares; 2025Q1: 1,082 shares; 2025Q2: 1,315 shares; 2025Q3: 1,104 shares 1,104 $1.02M 0.23% -211 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 9,128 shares; 2024Q3: 9,745 shares; 2024Q4: 11,094 shares; 2025Q1: 12,953 shares; 2025Q2: 14,575 shares; 2025Q3: 8,312 shares 8,312 $1.01M 0.23% -6,263 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,689 shares 4,689 $1.01M 0.23% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 15,401 shares; 2024Q3: 13,966 shares; 2024Q4: 13,377 shares; 2025Q1: 15,266 shares; 2025Q2: 16,592 shares; 2025Q3: 15,776 shares 15,776 $999K 0.23% -816 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,829 shares; 2024Q3: 4,720 shares; 2024Q4: 5,584 shares; 2025Q1: 6,722 shares; 2025Q2: 7,708 shares; 2025Q3: 4,143 shares 4,143 $997K 0.23% -3,565 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8,945 shares; 2025Q1: 10,726 shares; 2025Q2: 13,758 shares; 2025Q3: 11,777 shares 11,777 $994K 0.22% -1,981 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,255 shares; 2025Q3: 4,283 shares 4,283 $984K 0.22% -972 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: 2,206 shares; 2024Q3: 2,666 shares; 2024Q4: 3,241 shares; 2025Q1: 4,109 shares; 2025Q2: 6,320 shares; 2025Q3: 4,251 shares 4,251 $984K 0.22% -2,069 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,398 shares; 2024Q3: 2,177 shares; 2024Q4: 2,520 shares; 2025Q1: 3,176 shares; 2025Q2: 3,564 shares; 2025Q3: 3,124 shares 3,124 $984K 0.22% -440 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,342 shares; 2025Q1: 7,084 shares; 2025Q2: 8,127 shares; 2025Q3: 7,038 shares 7,038 $967K 0.22% -1,089 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 369 shares; 2025Q3: 1,402 shares 1,402 $957K 0.22% +1,033 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: 7,291 shares; 2024Q3: 8,798 shares; 2024Q4: 10,667 shares; 2025Q1: 11,202 shares; 2025Q2: 13,856 shares; 2025Q3: 9,415 shares 9,415 $956K 0.22% -4,441 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,088 shares; 2024Q3: 8,303 shares; 2024Q4: 11,834 shares; 2025Q1: 13,723 shares; 2025Q2: 14,193 shares; 2025Q3: 11,279 shares 11,279 $945K 0.21% -2,914 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,857 shares; 2024Q3: 3,380 shares; 2024Q4: 3,931 shares; 2025Q1: 4,674 shares; 2025Q2: 5,298 shares; 2025Q3: 4,533 shares 4,533 $944K 0.21% -765 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,343 shares; 2025Q2: 5,839 shares; 2025Q3: 4,567 shares 4,567 $927K 0.21% -1,272 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,379 shares; 2024Q3: 3,890 shares; 2024Q4: 4,660 shares; 2025Q1: 6,393 shares; 2025Q2: 4,219 shares; 2025Q3: 3,492 shares 3,492 $916K 0.21% -727 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: 8,927 shares; 2024Q3: 9,881 shares; 2024Q4: 11,385 shares; 2025Q1: 10,258 shares; 2025Q2: 9,781 shares; 2025Q3: 8,885 shares 8,885 $916K 0.21% -896 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: 2,916 shares; 2024Q3: 3,768 shares; 2024Q4: 4,781 shares; 2025Q1: 5,617 shares; 2025Q2: 7,009 shares; 2025Q3: 5,744 shares 5,744 $913K 0.21% -1,265 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: 21,644 shares; 2024Q3: 24,616 shares; 2024Q4: 29,224 shares; 2025Q1: 34,606 shares; 2025Q2: 35,098 shares; 2025Q3: 28,981 shares 28,981 $911K 0.21% -6,117 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,895 shares; 2025Q3: 19,012 shares 19,012 $908K 0.21% -4,883 Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,316 shares; 2024Q3: 2,700 shares; 2024Q4: 3,569 shares; 2025Q1: 5,194 shares; 2025Q2: 6,065 shares; 2025Q3: 5,078 shares 5,078 $903K 0.2% -987 Timeline CALX CALIX INC More: the full row for CALIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,301 shares; 2024Q3: 11,311 shares; 2024Q4: 11,667 shares; 2025Q1: 14,982 shares; 2025Q2: 16,976 shares; 2025Q3: 14,624 shares 14,624 $897K 0.2% -2,352 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 2,459 shares; 2024Q4: 3,024 shares; 2025Q1: 3,578 shares; 2025Q2: 5,234 shares; 2025Q3: 5,950 shares 5,950 $897K 0.2% +716 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 12,657 shares; 2024Q3: 11,564 shares; 2024Q4: 6,485 shares; 2025Q1: 6,255 shares; 2025Q2: 8,945 shares; 2025Q3: 11,670 shares 11,670 $892K 0.2% +2,725 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 24,976 shares; 2024Q3: 28,325 shares; 2024Q4: 49,819 shares; 2025Q1: 60,000 shares; 2025Q2: 78,091 shares; 2025Q3: 67,701 shares 67,701 $891K 0.2% -10,390 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: 1,913 shares; 2024Q3: 2,968 shares; 2024Q4: 6,918 shares; 2025Q1: 6,848 shares; 2025Q2: 13,795 shares; 2025Q3: 8,345 shares 8,345 $889K 0.2% -5,450 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,369 shares; 2024Q3: 1,898 shares; 2024Q4: 2,302 shares; 2025Q1: 2,880 shares; 2025Q2: 3,487 shares; 2025Q3: 2,832 shares 2,832 $878K 0.2% -655 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 14,040 shares; 2024Q3: 11,063 shares; 2024Q4: 13,477 shares; 2025Q1: 15,918 shares; 2025Q2: 21,726 shares; 2025Q3: 10,576 shares 10,576 $868K 0.2% -11,150 Timeline NCNO NCINO INC More: the full row for NCINO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 23,290 shares; 2024Q3: 26,658 shares; 2024Q4: 30,766 shares; 2025Q1: 36,435 shares; 2025Q2: 40,050 shares; 2025Q3: 31,508 shares 31,508 $854K 0.19% -8,542 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: 2,050 shares; 2024Q3: 2,344 shares; 2024Q4: 2,877 shares; 2025Q1: 3,884 shares; 2025Q2: 4,777 shares; 2025Q3: 3,392 shares 3,392 $853K 0.19% -1,385 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: 8,522 shares; 2024Q3: 6,672 shares; 2024Q4: 7,191 shares; 2025Q1: 7,818 shares; 2025Q2: 9,304 shares; 2025Q3: 7,500 shares 7,500 $846K 0.19% -1,804 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: not reported; 2024Q3: not reported; 2024Q4: 3,723 shares; 2025Q1: 3,651 shares; 2025Q2: 4,371 shares; 2025Q3: 4,603 shares 4,603 $840K 0.19% +232 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,512 shares; 2024Q3: 2,811 shares; 2024Q4: 3,326 shares; 2025Q1: 4,238 shares; 2025Q2: 5,033 shares; 2025Q3: 4,168 shares 4,168 $836K 0.19% -865 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: 2,507 shares; 2024Q3: 2,753 shares; 2024Q4: 3,361 shares; 2025Q1: 4,089 shares; 2025Q2: 4,920 shares; 2025Q3: 4,334 shares 4,334 $834K 0.19% -586 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 32,349 shares; 2024Q3: 28,624 shares; 2024Q4: 34,858 shares; 2025Q1: 48,224 shares; 2025Q2: 62,271 shares; 2025Q3: 54,209 shares 54,209 $817K 0.18% -8,062 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: 1,395 shares; 2024Q3: 1,642 shares; 2024Q4: 1,946 shares; 2025Q1: 2,539 shares; 2025Q2: 2,920 shares; 2025Q3: 2,557 shares 2,557 $817K 0.18% -363 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,042 shares 6,042 $814K 0.18% new Timeline JPST 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: 74,003 shares; 2024Q3: 91,861 shares; 2024Q4: 98,135 shares; 2025Q1: 106,196 shares; 2025Q2: 16,690 shares; 2025Q3: 15,837 shares 15,837 $803K 0.18% -853 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: 1,293 shares; 2024Q3: 1,522 shares; 2024Q4: 1,940 shares; 2025Q1: 2,082 shares; 2025Q2: 2,301 shares; 2025Q3: 1,974 shares 1,974 $800K 0.18% -327 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: not reported; 2024Q3: 7,849 shares; 2024Q4: 7,948 shares; 2025Q1: 8,341 shares; 2025Q2: 8,942 shares; 2025Q3: 9,432 shares 9,432 $795K 0.18% +490 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,201 shares; 2024Q3: 3,297 shares; 2024Q4: 3,293 shares; 2025Q1: 4,200 shares; 2025Q2: 4,699 shares; 2025Q3: 4,786 shares 4,786 $793K 0.18% +87 Timeline JNK 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: 25,743 shares; 2024Q3: 25,318 shares; 2024Q4: 28,953 shares; 2025Q1: 28,745 shares; 2025Q2: 26,013 shares; 2025Q3: 8,073 shares 8,073 $791K 0.18% -17,940 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,499 shares; 2024Q3: 10,423 shares; 2024Q4: 14,688 shares; 2025Q1: 22,259 shares; 2025Q2: 27,042 shares; 2025Q3: 19,971 shares 19,971 $783K 0.18% -7,071 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 19,148 shares; 2024Q3: 14,696 shares; 2024Q4: 17,945 shares; 2025Q1: 22,834 shares; 2025Q2: 28,012 shares; 2025Q3: 19,758 shares 19,758 $779K 0.18% -8,254 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: 1,219 shares; 2024Q3: 1,290 shares; 2024Q4: 2,029 shares; 2025Q1: 2,077 shares; 2025Q2: 2,662 shares; 2025Q3: 1,618 shares 1,618 $772K 0.17% -1,044 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: 1,380 shares; 2024Q3: 1,500 shares; 2024Q4: 1,802 shares; 2025Q1: 2,155 shares; 2025Q2: 2,384 shares; 2025Q3: 2,671 shares 2,671 $770K 0.17% +287 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,773 shares; 2024Q3: 2,008 shares; 2024Q4: 2,367 shares; 2025Q1: 3,023 shares; 2025Q2: 3,532 shares; 2025Q3: 2,937 shares 2,937 $753K 0.17% -595 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,062 shares; 2024Q3: 4,589 shares; 2024Q4: 5,413 shares; 2025Q1: 6,859 shares; 2025Q2: 7,984 shares; 2025Q3: 6,633 shares 6,633 $735K 0.17% -1,351 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: 5,375 shares; 2024Q3: 5,911 shares; 2024Q4: 7,226 shares; 2025Q1: 9,447 shares; 2025Q2: 11,433 shares; 2025Q3: 9,351 shares 9,351 $734K 0.17% -2,082 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,249 shares; 2024Q3: 2,500 shares; 2024Q4: 3,062 shares; 2025Q1: 3,728 shares; 2025Q2: 4,024 shares; 2025Q3: 3,162 shares 3,162 $734K 0.17% -862 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10,230 shares; 2024Q3: 11,039 shares; 2024Q4: 13,668 shares; 2025Q1: 15,870 shares; 2025Q2: 16,409 shares; 2025Q3: 22,962 shares 22,962 $733K 0.17% +6,553 Timeline NPO ENPRO INC More: the full row for ENPRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,888 shares; 2024Q3: 2,154 shares; 2024Q4: 2,540 shares; 2025Q1: 3,282 shares; 2025Q2: 3,694 shares; 2025Q3: 3,229 shares 3,229 $730K 0.17% -465 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,203 shares; 2025Q3: 5,083 shares 5,083 $705K 0.16% -1,120 Timeline TILE INTERFACE INC More: the full row for INTERFACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,761 shares; 2025Q2: 27,816 shares; 2025Q3: 24,023 shares 24,023 $695K 0.16% -3,793 Timeline CXT CRANE NXT CO More: the full row for CRANE NXT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,048 shares; 2024Q3: 4,748 shares; 2024Q4: 5,617 shares; 2025Q1: 7,326 shares; 2025Q2: 13,295 shares; 2025Q3: 10,361 shares 10,361 $695K 0.16% -2,934 Timeline LMAT LEMAITRE VASCULAR INC More: the full row for LEMAITRE VASCULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,728 shares; 2024Q3: 6,759 shares; 2024Q4: 8,119 shares; 2025Q1: 8,134 shares; 2025Q2: 9,724 shares; 2025Q3: 7,939 shares 7,939 $695K 0.16% -1,785 Timeline UTI UNIVERSAL TECHNICAL INST INC More: the full row for UNIVERSAL TECHNICAL INST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,581 shares; 2025Q3: 21,292 shares 21,292 $693K 0.16% +711 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,930 shares; 2024Q3: 7,543 shares; 2024Q4: 8,853 shares; 2025Q1: 10,206 shares; 2025Q2: 10,734 shares; 2025Q3: 8,496 shares 8,496 $684K 0.15% -2,238 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,211 shares; 2024Q3: 9,399 shares; 2024Q4: 11,467 shares; 2025Q1: 13,952 shares; 2025Q2: 17,030 shares; 2025Q3: 15,006 shares 15,006 $677K 0.15% -2,024 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 11,672 shares; 2024Q3: 12,880 shares; 2024Q4: 15,847 shares; 2025Q1: 19,660 shares; 2025Q2: 21,872 shares; 2025Q3: 9,783 shares 9,783 $671K 0.15% -12,089 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: 156 shares; 2024Q3: 191 shares; 2024Q4: 242 shares; 2025Q1: 298 shares; 2025Q2: 361 shares; 2025Q3: 284 shares 284 $664K 0.15% -77 Timeline CARG CARGURUS INC More: the full row for CARGURUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,806 shares 17,806 $663K 0.15% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,975 shares; 2024Q3: 2,971 shares; 2024Q4: 3,590 shares; 2025Q1: 4,268 shares; 2025Q2: 4,923 shares; 2025Q3: 3,432 shares 3,432 $661K 0.15% -1,491 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,764 shares; 2024Q3: 2,058 shares; 2024Q4: 2,453 shares; 2025Q1: 3,189 shares; 2025Q2: 3,653 shares; 2025Q3: 3,158 shares 3,158 $656K 0.15% -495 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: 1,637 shares; 2024Q3: 1,927 shares; 2024Q4: 2,269 shares; 2025Q1: 2,801 shares; 2025Q2: 3,247 shares; 2025Q3: 2,595 shares 2,595 $653K 0.15% -652 Timeline ACIW ACI WORLDWIDE INC More: the full row for ACI WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9,009 shares; 2025Q1: 11,677 shares; 2025Q2: 13,346 shares; 2025Q3: 12,272 shares 12,272 $648K 0.15% -1,074 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,104 shares; 2025Q3: 19,734 shares 19,734 $647K 0.15% -7,370 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,500 shares 4,500 $640K 0.14% new Timeline SKY CHAMPION HOMES INC More: the full row for CHAMPION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,870 shares; 2024Q3: 4,429 shares; 2024Q4: 5,141 shares; 2025Q1: 6,745 shares; 2025Q2: 7,702 shares; 2025Q3: 8,374 shares 8,374 $640K 0.14% +672 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,585 shares; 2024Q3: 5,344 shares; 2024Q4: 6,381 shares; 2025Q1: 8,781 shares; 2025Q2: 10,071 shares; 2025Q3: 8,722 shares 8,722 $639K 0.14% -1,349 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: 1,433 shares; 2024Q3: 1,631 shares; 2024Q4: 2,021 shares; 2025Q1: 2,682 shares; 2025Q2: 3,230 shares; 2025Q3: 2,665 shares 2,665 $635K 0.14% -565 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 903 shares; 2024Q4: 1,331 shares; 2025Q1: 1,788 shares; 2025Q2: 2,352 shares; 2025Q3: 1,996 shares 1,996 $634K 0.14% -356 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: 4,931 shares; 2024Q3: 5,314 shares; 2024Q4: 6,469 shares; 2025Q1: 7,612 shares; 2025Q2: 9,328 shares; 2025Q3: 7,561 shares 7,561 $623K 0.14% -1,767 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 15,705 shares; 2024Q3: 16,975 shares; 2024Q4: 20,843 shares; 2025Q1: 23,897 shares; 2025Q2: 23,725 shares; 2025Q3: 17,394 shares 17,394 $618K 0.14% -6,331 Timeline OS ONESTREAM INC More: the full row for ONESTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,467 shares 33,467 $617K 0.14% 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: 3,346 shares; 2024Q3: 4,358 shares; 2024Q4: 6,151 shares; 2025Q1: 8,045 shares; 2025Q2: 10,296 shares; 2025Q3: 8,593 shares 8,593 $615K 0.14% -1,703 Timeline BILS 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: 7,404 shares; 2024Q3: 8,229 shares; 2024Q4: 8,489 shares; 2025Q1: 8,387 shares; 2025Q2: 6,425 shares; 2025Q3: 6,083 shares 6,083 $605K 0.14% -342 Timeline SXT SENSIENT TECHNOLOGIES CORP More: the full row for SENSIENT TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,571 shares; 2025Q2: 7,616 shares; 2025Q3: 6,449 shares 6,449 $605K 0.14% -1,167 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,925 shares; 2025Q3: 4,280 shares 4,280 $601K 0.14% -645 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,762 shares; 2025Q3: 5,022 shares 5,022 $598K 0.14% -740 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,597 shares; 2024Q3: 4,142 shares; 2024Q4: 2,696 shares; 2025Q1: 2,815 shares; 2025Q2: 3,674 shares; 2025Q3: 3,398 shares 3,398 $595K 0.13% -276 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: 913 shares; 2024Q3: 938 shares; 2024Q4: 989 shares; 2025Q1: 1,021 shares; 2025Q2: 1,733 shares; 2025Q3: 990 shares 990 $594K 0.13% -743 Timeline ITGR INTEGER HLDGS CORP More: the full row for INTEGER HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,410 shares; 2024Q3: 3,912 shares; 2024Q4: 4,614 shares; 2025Q1: 6,054 shares; 2025Q2: 6,894 shares; 2025Q3: 5,745 shares 5,745 $594K 0.13% -1,149 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,268 shares; 2024Q3: 3,678 shares; 2024Q4: 4,305 shares; 2025Q1: 5,425 shares; 2025Q2: 4,705 shares; 2025Q3: 3,895 shares 3,895 $594K 0.13% -810 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,244 shares; 2024Q3: 1,425 shares; 2024Q4: 1,688 shares; 2025Q1: 2,140 shares; 2025Q2: 2,152 shares; 2025Q3: 1,780 shares 1,780 $592K 0.13% -372 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10,207 shares; 2024Q3: 11,794 shares; 2024Q4: 13,773 shares; 2025Q1: 16,964 shares; 2025Q2: 13,966 shares; 2025Q3: 11,466 shares 11,466 $590K 0.13% -2,500 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: 16,781 shares; 2024Q3: 17,884 shares; 2024Q4: 20,942 shares; 2025Q1: 20,140 shares; 2025Q2: 25,179 shares; 2025Q3: 20,705 shares 20,705 $585K 0.13% -4,474 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 712 shares; 2024Q3: 805 shares; 2024Q4: 971 shares; 2025Q1: 1,210 shares; 2025Q2: 1,425 shares; 2025Q3: 1,352 shares 1,352 $584K 0.13% -73 Timeline MNDY MONDAY COM LTD More: the full row for MONDAY COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,381 shares; 2025Q3: 2,978 shares 2,978 $577K 0.13% +1,597 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 18,236 shares; 2024Q3: 11,771 shares; 2024Q4: 8,290 shares; 2025Q1: 8,813 shares; 2025Q2: 8,614 shares; 2025Q3: 11,429 shares 11,429 $576K 0.13% +2,815 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,377 shares; 2024Q3: 4,889 shares; 2024Q4: 5,357 shares; 2025Q1: 5,337 shares; 2025Q2: 7,299 shares; 2025Q3: 5,972 shares 5,972 $576K 0.13% -1,327 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: 6,517 shares; 2024Q3: 7,932 shares; 2024Q4: 9,074 shares; 2025Q1: 10,557 shares; 2025Q2: 12,861 shares; 2025Q3: 16,679 shares 16,679 $570K 0.13% +3,818 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,510 shares; 2024Q3: 4,859 shares; 2024Q4: 9,280 shares; 2025Q1: 11,155 shares; 2025Q2: 13,657 shares; 2025Q3: 15,867 shares 15,867 $566K 0.13% +2,210 Timeline BOX BOX INC More: the full row for BOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 9,176 shares; 2024Q4: 14,032 shares; 2025Q1: 18,787 shares; 2025Q2: 21,457 shares; 2025Q3: 17,526 shares 17,526 $566K 0.13% -3,931 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: 3,559 shares; 2024Q3: 2,740 shares; 2024Q4: 3,055 shares; 2025Q1: 3,763 shares; 2025Q2: 5,053 shares; 2025Q3: 3,642 shares 3,642 $560K 0.13% -1,411 Timeline TMAT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 34,008 shares; 2024Q3: 31,964 shares; 2024Q4: 24,436 shares; 2025Q1: 23,782 shares; 2025Q2: not reported; 2025Q3: 20,470 shares 20,470 $554K 0.13% new Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,579 shares 15,579 $550K 0.12% new Timeline UFPT UFP TECHNOLOGIES INC More: the full row for UFP TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,563 shares; 2024Q3: 1,758 shares; 2024Q4: 2,069 shares; 2025Q1: 2,907 shares; 2025Q2: 3,385 shares; 2025Q3: 2,726 shares 2,726 $544K 0.12% -659 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,999 shares; 2025Q1: 6,899 shares; 2025Q2: 9,691 shares; 2025Q3: 8,036 shares 8,036 $541K 0.12% -1,655 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: not reported; 2024Q3: not reported; 2024Q4: 2,066 shares; 2025Q1: 3,394 shares; 2025Q2: 3,425 shares; 2025Q3: 3,325 shares 3,325 $538K 0.12% -100 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,889 shares 3,889 $536K 0.12% new 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: 8,967 shares; 2024Q3: 1,049 shares; 2024Q4: 1,482 shares; 2025Q1: 2,127 shares; 2025Q2: 2,646 shares; 2025Q3: 2,261 shares 2,261 $536K 0.12% -385 Timeline STIP 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: 10,275 shares; 2024Q3: 9,408 shares; 2024Q4: 11,584 shares; 2025Q1: 11,492 shares; 2025Q2: 4,698 shares; 2025Q3: 5,178 shares 5,178 $535K 0.12% +480 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 759 shares; 2024Q3: 1,186 shares; 2024Q4: 1,486 shares; 2025Q1: 1,853 shares; 2025Q2: 2,228 shares; 2025Q3: 1,861 shares 1,861 $533K 0.12% -367 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: 4,948 shares; 2024Q3: 4,893 shares; 2024Q4: 5,309 shares; 2025Q1: 4,461 shares; 2025Q2: 3,428 shares; 2025Q3: 2,708 shares 2,708 $527K 0.12% -720 Timeline NOVT NOVANTA INC More: the full row for NOVANTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,257 shares 5,257 $526K 0.12% new Timeline MMSI MERIT MED SYS INC More: the full row for MERIT MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,486 shares; 2024Q3: 4,101 shares; 2024Q4: 4,893 shares; 2025Q1: 6,372 shares; 2025Q2: 7,210 shares; 2025Q3: 6,251 shares 6,251 $520K 0.12% -959 Timeline HLNE HAMILTON LANE INC More: the full row for HAMILTON LANE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,516 shares; 2025Q2: 4,656 shares; 2025Q3: 3,858 shares 3,858 $520K 0.12% -798 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: not reported; 2024Q3: 3,789 shares; 2024Q4: 3,951 shares; 2025Q1: 4,441 shares; 2025Q2: 5,398 shares; 2025Q3: 4,674 shares 4,674 $519K 0.12% -724 Timeline BCPC BALCHEM CORP More: the full row for BALCHEM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,913 shares; 2024Q3: 2,243 shares; 2024Q4: 2,683 shares; 2025Q1: 3,543 shares; 2025Q2: 4,065 shares; 2025Q3: 3,457 shares 3,457 $519K 0.12% -608 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: 2,294 shares; 2024Q3: 3,470 shares; 2024Q4: 4,804 shares; 2025Q1: 5,597 shares; 2025Q2: 6,344 shares; 2025Q3: 6,096 shares 6,096 $512K 0.12% -248 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 869 shares; 2024Q3: 990 shares; 2024Q4: 1,176 shares; 2025Q1: 1,009 shares; 2025Q2: 1,142 shares; 2025Q3: 953 shares 953 $504K 0.11% -189 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,662 shares; 2024Q3: 4,549 shares; 2024Q4: 5,021 shares; 2025Q1: not reported; 2025Q2: 5,650 shares; 2025Q3: 4,524 shares 4,524 $492K 0.11% -1,126 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: 1,683 shares; 2024Q3: 1,794 shares; 2024Q4: 525 shares; 2025Q1: 819 shares; 2025Q2: 1,024 shares; 2025Q3: 592 shares 592 $489K 0.11% -432 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,219 shares; 2024Q3: 1,376 shares; 2024Q4: 1,640 shares; 2025Q1: 2,067 shares; 2025Q2: 4,123 shares; 2025Q3: 3,423 shares 3,423 $482K 0.11% -700 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,247 shares; 2024Q3: 1,483 shares; 2024Q4: 1,760 shares; 2025Q1: 2,069 shares; 2025Q2: 2,323 shares; 2025Q3: 1,982 shares 1,982 $481K 0.11% -341 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 586 shares; 2025Q1: 998 shares; 2025Q2: 1,433 shares; 2025Q3: 1,216 shares 1,216 $476K 0.11% -217 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,271 shares; 2024Q3: 2,537 shares; 2024Q4: 3,015 shares; 2025Q1: 3,805 shares; 2025Q2: 3,239 shares; 2025Q3: 2,663 shares 2,663 $472K 0.11% -576 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 19,104 shares; 2024Q3: 17,961 shares; 2024Q4: 17,961 shares; 2025Q1: 15,545 shares; 2025Q2: 14,466 shares; 2025Q3: 12,233 shares 12,233 $472K 0.11% -2,233 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,530 shares; 2024Q3: 4,081 shares; 2024Q4: 4,859 shares; 2025Q1: 6,210 shares; 2025Q2: 7,009 shares; 2025Q3: 6,034 shares 6,034 $464K 0.1% -975 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: 6,919 shares; 2024Q3: 8,620 shares; 2024Q4: 9,928 shares; 2025Q1: 10,594 shares; 2025Q2: 12,271 shares; 2025Q3: 6,957 shares 6,957 $461K 0.1% -5,314 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,454 shares; 2025Q1: 3,200 shares; 2025Q2: 3,825 shares; 2025Q3: 3,170 shares 3,170 $455K 0.1% -655 Timeline GSHD GOOSEHEAD INS INC More: the full row for GOOSEHEAD INS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,499 shares; 2025Q3: 5,906 shares 5,906 $440K 0.1% -1,593 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: 8,743 shares; 2024Q3: 9,850 shares; 2024Q4: 12,090 shares; 2025Q1: 14,271 shares; 2025Q2: 13,870 shares; 2025Q3: 4,585 shares 4,585 $430K 0.1% -9,285 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,514 shares; 2024Q3: 1,685 shares; 2024Q4: 1,977 shares; 2025Q1: 2,526 shares; 2025Q2: 2,248 shares; 2025Q3: 1,864 shares 1,864 $423K 0.1% -384 Timeline VCEL VERICEL CORP More: the full row for VERICEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,640 shares; 2024Q3: 7,480 shares; 2024Q4: 8,896 shares; 2025Q1: 11,728 shares; 2025Q2: 15,205 shares; 2025Q3: 13,262 shares 13,262 $417K 0.09% -1,943 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: not reported; 2024Q3: 1,113 shares; 2024Q4: 1,115 shares; 2025Q1: 1,175 shares; 2025Q2: 1,246 shares; 2025Q3: 1,242 shares 1,242 $409K 0.09% -4 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: 8,765 shares; 2024Q3: 10,025 shares; 2024Q4: 11,929 shares; 2025Q1: 14,349 shares; 2025Q2: 17,553 shares; 2025Q3: 16,026 shares 16,026 $408K 0.09% -1,527 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: not reported; 2024Q3: not reported; 2024Q4: 2,248 shares; 2025Q1: 2,899 shares; 2025Q2: 3,894 shares; 2025Q3: 3,181 shares 3,181 $408K 0.09% -713 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,369 shares; 2025Q2: 4,639 shares; 2025Q3: 4,267 shares 4,267 $407K 0.09% -372 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: not reported; 2024Q3: not reported; 2024Q4: 16,291 shares; 2025Q1: 26,413 shares; 2025Q2: 32,328 shares; 2025Q3: 25,262 shares 25,262 $404K 0.09% -7,066 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,123 shares; 2024Q4: 1,309 shares; 2025Q1: 1,418 shares; 2025Q2: 1,792 shares; 2025Q3: 1,373 shares 1,373 $403K 0.09% -419 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: not reported; 2024Q3: not reported; 2024Q4: 604 shares; 2025Q1: 925 shares; 2025Q2: 1,093 shares; 2025Q3: 832 shares 832 $402K 0.09% -261 EXPO EXPONENT INC More: the full row for EXPONENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,499 shares; 2024Q3: 3,918 shares; 2024Q4: 4,640 shares; 2025Q1: 5,860 shares; 2025Q2: 6,834 shares; 2025Q3: 5,686 shares 5,686 $395K 0.09% -1,148 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 748 shares; 2024Q4: 1,002 shares; 2025Q1: 1,208 shares; 2025Q2: 1,586 shares; 2025Q3: 1,345 shares 1,345 $395K 0.09% -241 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: not reported; 2024Q3: 3,129 shares; 2024Q4: 3,916 shares; 2025Q1: 6,572 shares; 2025Q2: 8,160 shares; 2025Q3: 6,275 shares 6,275 $392K 0.09% -1,885 Timeline CNS COHEN & STEERS INC More: the full row for COHEN & STEERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,525 shares; 2024Q3: 4,088 shares; 2024Q4: 4,788 shares; 2025Q1: 6,301 shares; 2025Q2: 7,217 shares; 2025Q3: 5,933 shares 5,933 $389K 0.09% -1,284 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 4,510 shares; 2024Q4: 5,081 shares; 2025Q1: 6,303 shares; 2025Q2: 8,965 shares; 2025Q3: 8,222 shares 8,222 $388K 0.09% -743 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,025 shares; 2024Q4: 1,096 shares; 2025Q1: 1,265 shares; 2025Q2: 1,343 shares; 2025Q3: 1,430 shares 1,430 $386K 0.09% +87 Timeline SUB 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: not reported; 2024Q3: not reported; 2024Q4: 2,525 shares; 2025Q1: 2,529 shares; 2025Q2: 4,615 shares; 2025Q3: 3,582 shares 3,582 $382K 0.09% -1,033 Timeline BBJP 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: 8,920 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,763 shares 5,763 $382K 0.09% 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: 1,720 shares; 2024Q3: 2,135 shares; 2024Q4: 2,451 shares; 2025Q1: 1,446 shares; 2025Q2: 1,664 shares; 2025Q3: 1,354 shares 1,354 $382K 0.09% -310 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,800 shares; 2024Q3: 7,858 shares; 2024Q4: 9,333 shares; 2025Q1: 11,935 shares; 2025Q2: 13,746 shares; 2025Q3: 11,507 shares 11,507 $382K 0.09% -2,239 Timeline BUYW NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 35,811 shares; 2024Q3: 32,020 shares; 2024Q4: 32,589 shares; 2025Q1: 30,563 shares; 2025Q2: not reported; 2025Q3: 26,615 shares 26,615 $378K 0.09% new 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: 2,821 shares; 2024Q3: 4,284 shares; 2024Q4: 5,145 shares; 2025Q1: 6,090 shares; 2025Q2: 6,835 shares; 2025Q3: 779 shares 779 $378K 0.09% -6,056 Timeline FTSM 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,114 shares; 2025Q2: 11,357 shares; 2025Q3: 6,240 shares 6,240 $374K 0.08% -5,117 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,398 shares; 2025Q2: 1,684 shares; 2025Q3: 1,572 shares 1,572 $372K 0.08% -112 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,561 shares; 2025Q1: 3,277 shares; 2025Q2: 3,970 shares; 2025Q3: 3,241 shares 3,241 $371K 0.08% -729 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: 4,915 shares; 2024Q3: 5,855 shares; 2024Q4: 6,469 shares; 2025Q1: 6,772 shares; 2025Q2: 17,696 shares; 2025Q3: 6,126 shares 6,126 $367K 0.08% -11,570 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: not reported; 2024Q3: 5,295 shares; 2024Q4: 5,120 shares; 2025Q1: 5,630 shares; 2025Q2: 6,062 shares; 2025Q3: 5,310 shares 5,310 $364K 0.08% -752 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: not reported; 2024Q3: 1,418 shares; 2024Q4: 1,684 shares; 2025Q1: 2,205 shares; 2025Q2: 3,507 shares; 2025Q3: 2,900 shares 2,900 $363K 0.08% -607 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: not reported; 2024Q3: 2,586 shares; 2024Q4: 2,754 shares; 2025Q1: 3,287 shares; 2025Q2: 3,396 shares; 2025Q3: 3,149 shares 3,149 $354K 0.08% -247 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,479 shares; 2025Q3: 1,294 shares 1,294 $353K 0.08% -185 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: not reported; 2024Q3: not reported; 2024Q4: 3,656 shares; 2025Q1: 4,580 shares; 2025Q2: 4,982 shares; 2025Q3: 4,783 shares 4,783 $351K 0.08% -199 Timeline IWB 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: 1,160 shares; 2024Q3: 1,220 shares; 2024Q4: 1,247 shares; 2025Q1: 1,223 shares; 2025Q2: 990 shares; 2025Q3: 953 shares 953 $348K 0.08% -37 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 4,809 shares; 2024Q4: 6,072 shares; 2025Q1: 6,683 shares; 2025Q2: 8,289 shares; 2025Q3: 7,192 shares 7,192 $348K 0.08% -1,097 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,504 shares; 2025Q2: 1,636 shares; 2025Q3: 1,565 shares 1,565 $346K 0.08% -71 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,021 shares; 2025Q1: 1,736 shares; 2025Q2: 2,119 shares; 2025Q3: 990 shares 990 $342K 0.08% -1,129 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: not reported; 2024Q3: 1,033 shares; 2024Q4: 1,291 shares; 2025Q1: 1,661 shares; 2025Q2: 2,324 shares; 2025Q3: 1,823 shares 1,823 $335K 0.08% -501 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,134 shares; 2024Q3: 2,211 shares; 2024Q4: 1,824 shares; 2025Q1: 1,752 shares; 2025Q2: 1,748 shares; 2025Q3: 1,740 shares 1,740 $330K 0.07% -8 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,452 shares; 2025Q2: 7,804 shares; 2025Q3: 5,647 shares 5,647 $321K 0.07% -2,157 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,917 shares; 2024Q4: 2,148 shares; 2025Q1: 2,997 shares; 2025Q2: 3,646 shares; 2025Q3: 3,774 shares 3,774 $315K 0.07% +128 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,015 shares; 2025Q2: 1,203 shares; 2025Q3: 1,043 shares 1,043 $314K 0.07% -160 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,666 shares; 2025Q2: 1,824 shares; 2025Q3: 1,672 shares 1,672 $314K 0.07% -152 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: not reported; 2024Q3: 1,053 shares; 2024Q4: 1,312 shares; 2025Q1: 1,518 shares; 2025Q2: 1,749 shares; 2025Q3: 1,367 shares 1,367 $314K 0.07% -382 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 396 shares; 2024Q4: 465 shares; 2025Q1: 595 shares; 2025Q2: 671 shares; 2025Q3: 625 shares 625 $312K 0.07% -46 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,122 shares; 2024Q3: 3,137 shares; 2024Q4: 3,152 shares; 2025Q1: 3,317 shares; 2025Q2: not reported; 2025Q3: 3,259 shares 3,259 $309K 0.07% new 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,992 shares; 2025Q3: 2,480 shares 2,480 $307K 0.07% -512 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 419 shares; 2025Q2: 604 shares; 2025Q3: 532 shares 532 $299K 0.07% -72 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: not reported; 2024Q3: not reported; 2024Q4: 2,322 shares; 2025Q1: 3,137 shares; 2025Q2: not reported; 2025Q3: 2,473 shares 2,473 $299K 0.07% new 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: not reported; 2024Q3: 4,746 shares; 2024Q4: 5,175 shares; 2025Q1: 4,788 shares; 2025Q2: 7,371 shares; 2025Q3: 4,572 shares 4,572 $298K 0.07% -2,799 Timeline RSMV LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,075 shares; 2025Q3: 11,129 shares 11,129 $296K 0.07% -8,946 Timeline KNG 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: not reported; 2024Q3: not reported; 2024Q4: 5,948 shares; 2025Q1: 6,097 shares; 2025Q2: 9,480 shares; 2025Q3: 6,001 shares 6,001 $296K 0.07% -3,479 Timeline DBP INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,269 shares; 2025Q2: 3,311 shares; 2025Q3: 3,313 shares 3,313 $295K 0.07% +2 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: not reported; 2024Q3: 768 shares; 2024Q4: 829 shares; 2025Q1: 874 shares; 2025Q2: 1,013 shares; 2025Q3: 879 shares 879 $292K 0.07% -134 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,976 shares; 2025Q2: 1,992 shares; 2025Q3: 1,881 shares 1,881 $290K 0.07% -111 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 734 shares; 2025Q3: 561 shares 561 $288K 0.07% -173 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,652 shares; 2024Q3: 3,021 shares; 2024Q4: 3,999 shares; 2025Q1: 8,403 shares; 2025Q2: 9,819 shares; 2025Q3: 2,161 shares 2,161 $286K 0.06% -7,658 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,724 shares; 2025Q2: 6,729 shares; 2025Q3: 6,729 shares 6,729 $285K 0.06% 0 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,349 shares; 2025Q3: 6,713 shares 6,713 $284K 0.06% -1,636 Timeline BBAI BIGBEAR AI HLDGS INC More: the full row for BIGBEAR AI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,750 shares; 2025Q3: 42,632 shares 42,632 $278K 0.06% +19,882 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 14,347 shares; 2024Q3: 12,302 shares; 2024Q4: 12,660 shares; 2025Q1: 6,019 shares; 2025Q2: 7,374 shares; 2025Q3: 5,991 shares 5,991 $274K 0.06% -1,383 Timeline MDYG 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,660 shares; 2025Q2: 3,387 shares; 2025Q3: 2,983 shares 2,983 $273K 0.06% -404 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 369 shares; 2024Q3: not reported; 2024Q4: 397 shares; 2025Q1: 402 shares; 2025Q2: 478 shares; 2025Q3: 352 shares 352 $272K 0.06% -126 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,537 shares; 2025Q3: 2,693 shares 2,693 $266K 0.06% -844 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,008 shares; 2025Q3: 942 shares 942 $263K 0.06% -66 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,206 shares; 2025Q3: 4,243 shares 4,243 $263K 0.06% +37 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 226 shares; 2025Q2: 3,423 shares; 2025Q3: 279 shares 279 $258K 0.06% -3,144 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 408 shares; 2024Q4: 524 shares; 2025Q1: 583 shares; 2025Q2: 752 shares; 2025Q3: 635 shares 635 $257K 0.06% -117 Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,598 shares; 2024Q3: 6,736 shares; 2024Q4: 7,891 shares; 2025Q1: 10,432 shares; 2025Q2: 12,062 shares; 2025Q3: 10,262 shares 10,262 $256K 0.06% -1,800 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 594 shares; 2025Q1: 716 shares; 2025Q2: 942 shares; 2025Q3: 736 shares 736 $255K 0.06% -206 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,011 shares; 2025Q2: 1,069 shares; 2025Q3: 983 shares 983 $252K 0.06% -86 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,419 shares; 2025Q3: 2,964 shares 2,964 $252K 0.06% -455 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,707 shares; 2025Q2: 4,679 shares; 2025Q3: 4,642 shares 4,642 $250K 0.06% -37 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: not reported; 2024Q3: not reported; 2024Q4: 571 shares; 2025Q1: 593 shares; 2025Q2: 721 shares; 2025Q3: 357 shares 357 $249K 0.06% -364 Timeline IEV 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,090 shares; 2025Q3: 3,795 shares 3,795 $248K 0.06% -295 Timeline DWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,742 shares; 2025Q3: 5,799 shares 5,799 $248K 0.06% +57 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 833 shares; 2025Q3: 635 shares 635 $246K 0.06% -198 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 15,471 shares; 2024Q3: 16,682 shares; 2024Q4: 16,277 shares; 2025Q1: 24,093 shares; 2025Q2: 23,089 shares; 2025Q3: 20,493 shares 20,493 $245K 0.06% -2,596 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,599 shares; 2025Q3: 1,207 shares 1,207 $245K 0.06% -392 Timeline MDYV 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,748 shares; 2025Q2: 3,467 shares; 2025Q3: 2,934 shares 2,934 $245K 0.06% -533 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 499 shares; 2025Q2: 660 shares; 2025Q3: 543 shares 543 $243K 0.05% -117 Timeline TDC TERADATA CORP DEL More: the full row for TERADATA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,090 shares; 2024Q3: 7,724 shares; 2024Q4: 9,417 shares; 2025Q1: 11,219 shares; 2025Q2: 13,658 shares; 2025Q3: 11,140 shares 11,140 $240K 0.05% -2,518 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 939 shares; 2025Q2: 1,264 shares; 2025Q3: 966 shares 966 $239K 0.05% -298 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,593 shares; 2025Q2: 3,469 shares; 2025Q3: 2,547 shares 2,547 $238K 0.05% -922 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 324 shares 324 $233K 0.05% new Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 9,254 shares; 2024Q3: 8,430 shares; 2024Q4: 8,436 shares; 2025Q1: 8,430 shares; 2025Q2: 5,357 shares; 2025Q3: 5,360 shares 5,360 $233K 0.05% +3 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,523 shares; 2025Q2: 4,264 shares; 2025Q3: 3,108 shares 3,108 $228K 0.05% -1,156 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,108 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 892 shares; 2025Q3: 892 shares 892 $225K 0.05% 0 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,763 shares; 2025Q3: 4,551 shares 4,551 $223K 0.05% -1,212 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,119 shares; 2025Q3: 1,807 shares 1,807 $222K 0.05% -312 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,609 shares 4,609 $221K 0.05% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,338 shares; 2025Q1: 4,145 shares; 2025Q2: 4,425 shares; 2025Q3: 4,363 shares 4,363 $220K 0.05% -62 Timeline POWI POWER INTEGRATIONS INC More: the full row for POWER INTEGRATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,172 shares; 2024Q3: 3,627 shares; 2024Q4: 4,270 shares; 2025Q1: 5,555 shares; 2025Q2: 6,383 shares; 2025Q3: 5,470 shares 5,470 $220K 0.05% -913 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,444 shares; 2025Q2: 2,015 shares; 2025Q3: 1,570 shares 1,570 $219K 0.05% -445 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 932 shares; 2025Q3: 703 shares 703 $217K 0.05% -229 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,180 shares; 2025Q3: 7,092 shares 7,092 $214K 0.05% -2,088 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,765 shares; 2025Q3: 3,574 shares 3,574 $213K 0.05% -191 CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,677 shares; 2025Q3: 3,678 shares 3,678 $211K 0.05% -999 Timeline TFLO 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: 5,051 shares; 2024Q3: 4,725 shares; 2024Q4: 5,725 shares; 2025Q1: 5,816 shares; 2025Q2: 4,351 shares; 2025Q3: 4,158 shares 4,158 $210K 0.05% -193 Timeline DUBS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,755 shares 5,755 $210K 0.05% new Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,600 shares; 2024Q3: 2,404 shares; 2024Q4: 3,055 shares; 2025Q1: 2,950 shares; 2025Q2: 2,189 shares; 2025Q3: 2,087 shares 2,087 $210K 0.05% -102 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,401 shares; 2025Q2: 3,514 shares; 2025Q3: 3,121 shares 3,121 $206K 0.05% -393 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,358 shares; 2025Q1: not reported; 2025Q2: 1,620 shares; 2025Q3: 1,287 shares 1,287 $206K 0.05% -333 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 380 shares; 2025Q3: 334 shares 334 $205K 0.05% -46 Timeline INDI INDIE SEMICONDUCTOR INC More: the full row for INDIE SEMICONDUCTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 38,876 shares; 2024Q3: 38,853 shares; 2024Q4: 38,853 shares; 2025Q1: 44,712 shares; 2025Q2: 44,712 shares; 2025Q3: 44,712 shares 44,712 $182K 0.04% 0 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,973 shares; 2025Q3: 11,770 shares 11,770 $167K 0.04% -3,203 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,120 shares 15,120 $158K 0.04% new Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 22,623 shares; 2024Q3: 46,445 shares; 2024Q4: 60,140 shares; 2025Q1: 68,088 shares; 2025Q2: 43,594 shares; 2025Q3: 27,810 shares 27,810 $126K 0.03% -15,784 Timeline EDIT EDITAS MEDICINE INC More: the full row for EDITAS MEDICINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10,333 shares; 2024Q3: 10,363 shares; 2024Q4: 10,363 shares; 2025Q1: 10,338 shares; 2025Q2: 10,308 shares; 2025Q3: 10,308 shares 10,308 $35.8K 0.01% 0 Timeline