TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,314 shares; 2024Q4: 11,206 shares; 2025Q1: 10,821 shares; 2025Q2: 10,555 shares; 2025Q3: 9,612 shares 9,612 $1.32M 0.01% -943 Timeline HROW HARROW INC More: the full row for HARROW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,963 shares; 2025Q1: 27,036 shares; 2025Q2: 25,928 shares; 2025Q3: 26,963 shares 26,963 $1.3M 0.01% +1,035 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,393 shares; 2024Q4: 144,238 shares; 2025Q1: 23,614 shares; 2025Q2: 17,596 shares; 2025Q3: 13,186 shares 13,186 $1.27M 0.01% -4,410 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,462 shares; 2024Q4: 2,439 shares; 2025Q1: 2,506 shares; 2025Q2: 1,894 shares; 2025Q3: 2,752 shares 2,752 $1.26M 0.01% +858 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,130 shares; 2024Q4: 20,113 shares; 2025Q1: 19,706 shares; 2025Q2: 19,017 shares; 2025Q3: 16,879 shares 16,879 $1.26M 0.01% -2,138 Timeline First Eagle Overseas Fund I First Eagle Overseas Fund I More: the full row for First Eagle Overseas Fund I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,093 shares; 2024Q4: 39,093 shares; 2025Q1: 39,093 shares; 2025Q2: 39,093 shares; 2025Q3: 39,093 shares 39,093 $1.26M 0.01% 0 PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,543 shares; 2024Q4: 4,543 shares; 2025Q1: 4,619 shares; 2025Q2: 4,657 shares; 2025Q3: 4,467 shares 4,467 $1.24M 0.01% -190 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,160 shares; 2025Q3: 15,917 shares 15,917 $1.23M 0.01% -243 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,310 shares; 2024Q4: 3,739 shares; 2025Q1: 3,081 shares; 2025Q2: 3,507 shares; 2025Q3: 6,868 shares 6,868 $1.22M 0.01% +3,361 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,621 shares; 2024Q4: 3,698 shares; 2025Q1: 3,492 shares; 2025Q2: 3,294 shares; 2025Q3: 3,195 shares 3,195 $1.21M 0.01% -99 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,370 shares; 2024Q4: 10,575 shares; 2025Q1: 70,859 shares; 2025Q2: 25,958 shares; 2025Q3: 26,455 shares 26,455 $1.19M 0.01% +497 Timeline BAYRY BAYER AG-SPONSORED ADR More: the full row for BAYER AG-SPONSORED ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,670 shares; 2024Q4: 78,483 shares; 2025Q1: 133,621 shares; 2025Q2: 139,798 shares; 2025Q3: 142,040 shares 142,040 $1.18M 0.01% +2,242 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,862 shares; 2024Q4: 18,010 shares; 2025Q1: 16,165 shares; 2025Q2: 15,630 shares; 2025Q3: 17,665 shares 17,665 $1.17M 0.01% +2,035 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,708 shares; 2024Q4: 18,216 shares; 2025Q1: 16,366 shares; 2025Q2: 9,444 shares; 2025Q3: 9,267 shares 9,267 $1.17M 0.01% -177 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,452 shares; 2024Q4: 1,428 shares; 2025Q1: 1,392 shares; 2025Q2: 1,374 shares; 2025Q3: 1,258 shares 1,258 $1.16M 0.01% -116 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,085 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,290 shares; 2025Q3: 14,611 shares 14,611 $1.14M 0.01% +321 Timeline Aberdeen Emerg Mkt Inst Aberdeen Emerg Mkt Inst More: the full row for Aberdeen Emerg Mkt Inst Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,798 shares; 2024Q4: 129,798 shares; 2025Q1: 129,798 shares; 2025Q2: 129,798 shares; 2025Q3: 64,736 shares 64,736 $1.12M 0.01% -65,062 PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,599 shares; 2024Q4: 16,713 shares; 2025Q1: 80,383 shares; 2025Q2: 28,893 shares; 2025Q3: 42,758 shares 42,758 $1.09M 0.01% +13,865 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: restricted; 2024Q3: 1,584 shares; 2024Q4: 1,601 shares; 2025Q1: 1,655 shares; 2025Q2: 1,879 shares; 2025Q3: 1,927 shares 1,927 $1.09M 0.01% +48 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,593 shares; 2024Q4: 19,671 shares; 2025Q1: 14,158 shares; 2025Q2: 14,158 shares; 2025Q3: 14,042 shares 14,042 $1.08M 0.01% -116 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,238 shares; 2024Q4: 11,636 shares; 2025Q1: 10,603 shares; 2025Q2: 2,741 shares; 2025Q3: 3,451 shares 3,451 $1.04M 0.01% +710 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 699,479 shares; 2025Q1: 647,195 shares; 2025Q2: 290,418 shares; 2025Q3: 28,114 shares 28,114 $1.03M 0.01% -262,304 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,418 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,825 shares 1,825 $1.03M 0.01% new Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,080 shares 5,080 $1.02M 0.01% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,722 shares; 2024Q4: 1,789 shares; 2025Q1: 1,547 shares; 2025Q2: 1,579 shares; 2025Q3: 1,500 shares 1,500 $1.02M 0.01% -79 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,278 shares; 2024Q4: 10,400 shares; 2025Q1: 10,751 shares; 2025Q2: 11,242 shares; 2025Q3: 11,235 shares 11,235 $1.02M 0.01% -7 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,513 shares 10,513 $1M 0.01% new Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,378 shares; 2024Q4: 95,283 shares; 2025Q1: 50,313 shares; 2025Q2: 46,854 shares; 2025Q3: 50,354 shares 50,354 $1M 0.01% +3,500 Timeline Aberdeen Venture Partners I… Aberdeen Venture Partners Ix L More: the full row for Aberdeen Venture Partners Ix L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares 4 $983K 0.01% 0 KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,047 shares; 2024Q4: 20,305 shares; 2025Q1: 21,185 shares; 2025Q2: 20,743 shares; 2025Q3: 24,774 shares 24,774 $979K 0.01% +4,031 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,453 shares 21,453 $966K 0.01% new 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: restricted; 2024Q3: 71,551 shares; 2024Q4: 57,342 shares; 2025Q1: 29,296 shares; 2025Q2: 26,868 shares; 2025Q3: 29,281 shares 29,281 $945K 0.01% +2,413 Timeline EVH EVOLENT HEALTH INC More: the full row for EVOLENT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 110,589 shares 110,589 $936K 0.01% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,134 shares; 2024Q4: 7,134 shares; 2025Q1: 6,809 shares; 2025Q2: 4,972 shares; 2025Q3: 19,303 shares 19,303 $933K 0.01% +14,331 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,148 shares 11,148 $924K 0.01% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,440 shares; 2024Q4: 10,283 shares; 2025Q1: 6,490 shares; 2025Q2: 5,470 shares; 2025Q3: 5,690 shares 5,690 $921K 0.01% +220 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,895 shares; 2024Q4: 47,045 shares; 2025Q1: 4,054 shares; 2025Q2: 3,261 shares; 2025Q3: 3,261 shares 3,261 $919K 0.01% 0 Timeline Aberdeen Venture Partners X… Aberdeen Venture Partners X L More: the full row for Aberdeen Venture Partners X L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares 2 $909K 0.01% 0 AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,542 shares; 2024Q4: 10,460 shares; 2025Q1: 10,234 shares; 2025Q2: 10,348 shares; 2025Q3: 10,331 shares 10,331 $875K 0.01% -17 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,964 shares; 2024Q4: 46,800 shares; 2025Q1: 44,742 shares; 2025Q2: 37,399 shares; 2025Q3: 34,690 shares 34,690 $853K 0.01% -2,709 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: restricted; 2024Q3: 2,585 shares; 2024Q4: 3,478 shares; 2025Q1: 3,230 shares; 2025Q2: 3,345 shares; 2025Q3: 2,744 shares 2,744 $847K 0.01% -601 Timeline THFF FIRST FINANCIAL CORPORATION More: the full row for FIRST FINANCIAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,338 shares; 2024Q4: 15,100 shares; 2025Q1: 16,052 shares; 2025Q2: 16,398 shares; 2025Q3: 14,849 shares 14,849 $838K 0.01% -1,549 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,465 shares; 2025Q1: 1,442 shares; 2025Q2: 1,545 shares; 2025Q3: 1,537 shares 1,537 $834K 0.01% -8 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,925 shares; 2025Q2: 7,977 shares; 2025Q3: 10,837 shares 10,837 $824K 0.01% +2,860 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,652 shares; 2024Q4: 2,070 shares; 2025Q1: 1,913 shares; 2025Q2: 1,821 shares; 2025Q3: 1,645 shares 1,645 $812K 0.01% -176 Timeline COCO VITA COCO CO INC More: the full row for VITA COCO CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,321 shares; 2024Q4: 44,219 shares; 2025Q1: 22,006 shares; 2025Q2: 19,109 shares; 2025Q3: 19,109 shares 19,109 $812K 0.01% 0 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,728 shares; 2024Q4: 13,508 shares; 2025Q1: 7,193 shares; 2025Q2: 6,370 shares; 2025Q3: 6,676 shares 6,676 $811K 0.01% +306 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,492 shares; 2025Q3: 9,475 shares 9,475 $805K 0.01% -17 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,789 shares; 2024Q4: 11,506 shares; 2025Q1: 11,264 shares; 2025Q2: 9,391 shares; 2025Q3: 6,294 shares 6,294 $783K 0.01% -3,097 Timeline LL Mortgage Fund Lp LL Mortgage Fund Lp More: the full row for LL Mortgage Fund Lp Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares 1 $778K 0.01% 0 CUBI CUSTOMERS BANCORP INC More: the full row for CUSTOMERS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260,822 shares; 2024Q4: 116,796 shares; 2025Q1: 14,144 shares; 2025Q2: 11,847 shares; 2025Q3: 11,721 shares 11,721 $766K 0.01% -126 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,928 shares; 2024Q4: 2,928 shares; 2025Q1: 2,928 shares; 2025Q2: 2,783 shares; 2025Q3: 2,731 shares 2,731 $764K 0.01% -52 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 886,383 shares; 2024Q4: 16,111 shares; 2025Q1: 18,665 shares; 2025Q2: 42,502 shares; 2025Q3: 38,424 shares 38,424 $747K 0.01% -4,078 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,899 shares; 2024Q4: 16,256 shares; 2025Q1: 2,757 shares; 2025Q2: 2,724 shares; 2025Q3: 2,181 shares 2,181 $744K 0.01% -543 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,987 shares; 2024Q4: 8,930 shares; 2025Q1: 8,576 shares; 2025Q2: 7,769 shares; 2025Q3: 7,686 shares 7,686 $742K 0.01% -83 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,810 shares; 2024Q4: 2,782 shares; 2025Q1: 2,813 shares; 2025Q2: 2,746 shares; 2025Q3: 2,241 shares 2,241 $737K 0.01% -505 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,105 shares; 2024Q4: 10,066 shares; 2025Q1: 10,957 shares; 2025Q2: 10,323 shares; 2025Q3: 10,732 shares 10,732 $723K 0.01% +409 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,092 shares; 2024Q4: 21,381 shares; 2025Q1: 33,518 shares; 2025Q2: 23,060 shares; 2025Q3: 2,047 shares 2,047 $722K 0.01% -21,013 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,325 shares; 2024Q4: 9,368 shares; 2025Q1: 8,819 shares; 2025Q2: 10,993 shares; 2025Q3: 9,845 shares 9,845 $719K 0.01% -1,148 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,563 shares; 2024Q4: 25,220 shares; 2025Q1: 19,519 shares; 2025Q2: 18,917 shares; 2025Q3: 14,968 shares 14,968 $718K 0.01% -3,949 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,322 shares; 2024Q4: 1,964 shares; 2025Q1: 1,490 shares; 2025Q2: 1,516 shares; 2025Q3: 1,458 shares 1,458 $715K 0.01% -58 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,564 shares; 2024Q4: 65,921 shares; 2025Q1: 5,452 shares; 2025Q2: 5,418 shares; 2025Q3: 5,418 shares 5,418 $703K 0.01% 0 Timeline VWILX VANGUARD INTL GROWTH-ADM More: the full row for VANGUARD INTL GROWTH-ADM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,476 shares; 2025Q3: 5,560 shares 5,560 $685K 0.01% -916 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,526 shares; 2025Q2: 4,456 shares; 2025Q3: 4,287 shares 4,287 $683K 0.01% -169 Timeline FXAIX FIDELITY 500 INDEX FUND More: the full row for FIDELITY 500 INDEX FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,030 shares; 2025Q3: 2,921 shares 2,921 $680K 0.01% -109 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,862 shares; 2024Q4: 5,756 shares; 2025Q1: 5,714 shares; 2025Q2: 5,660 shares; 2025Q3: 5,333 shares 5,333 $676K 0.01% -327 Timeline EDNMY EDENRED S A UNSPONSORED ADR (F More: the full row for EDENRED S A UNSPONSORED ADR (F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,178 shares; 2025Q2: 29,206 shares; 2025Q3: 55,187 shares 55,187 $676K 0.01% +25,981 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,407 shares; 2024Q4: 23,600 shares; 2025Q1: 20,037 shares; 2025Q2: 19,900 shares; 2025Q3: 20,140 shares 20,140 $672K 0.01% +240 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,390 shares; 2024Q4: 7,079 shares; 2025Q1: 6,913 shares; 2025Q2: 6,006 shares; 2025Q3: 6,006 shares 6,006 $672K 0.01% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,218 shares; 2024Q4: 88,145 shares; 2025Q1: 6,963 shares; 2025Q2: 6,907 shares; 2025Q3: 6,907 shares 6,907 $662K 0.01% 0 Timeline VIGAX VNGD MRNGST GRWTH IDX FD-ADM More: the full row for VNGD MRNGST GRWTH IDX FD-ADM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,086 shares; 2025Q2: 1,088 shares; 2025Q3: 2,641 shares 2,641 $652K 0.01% +1,553 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,567 shares; 2024Q4: 5,321 shares; 2025Q1: 4,649 shares; 2025Q2: 3,794 shares; 2025Q3: 3,810 shares 3,810 $651K 0.01% +16 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,817 shares; 2024Q4: 11,186 shares; 2025Q1: 5,998 shares; 2025Q2: 3,876 shares; 2025Q3: 3,836 shares 3,836 $650K 0.01% -40 Timeline FLUT FLUTTER ENTMT PLC More: the full row for FLUTTER ENTMT PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,535 shares 2,535 $644K 0.01% new Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,151 shares; 2024Q4: 2,150 shares; 2025Q1: 2,151 shares; 2025Q2: 2,087 shares; 2025Q3: 2,074 shares 2,074 $643K 0.01% -13 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,982 shares; 2024Q4: 77,297 shares; 2025Q1: 13,132 shares; 2025Q2: 4,613 shares; 2025Q3: 2,654 shares 2,654 $642K 0.01% -1,959 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,286 shares 5,286 $642K 0.01% new Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,879 shares; 2024Q4: 2,867 shares; 2025Q1: 2,825 shares; 2025Q2: 2,825 shares; 2025Q3: 3,463 shares 3,463 $638K 0.01% +638 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: restricted; 2024Q3: 258,000 shares; 2024Q4: 249,852 shares; 2025Q1: 240,766 shares; 2025Q2: 225,243 shares; 2025Q3: 12,057 shares 12,057 $636K 0.01% -213,186 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,390 shares; 2024Q4: 121,013 shares; 2025Q1: 10,800 shares; 2025Q2: 10,747 shares; 2025Q3: 10,747 shares 10,747 $631K 0.01% 0 Timeline MCB METROPOLITAN BK HLDG CORP More: the full row for METROPOLITAN BK HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,366 shares; 2024Q4: 9,366 shares; 2025Q1: 9,248 shares; 2025Q2: 9,040 shares; 2025Q3: 8,429 shares 8,429 $631K 0.01% -611 Timeline ASO ACADEMY SPORTS & OUTDOORS IN More: the full row for ACADEMY SPORTS & OUTDOORS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,539 shares; 2024Q4: 66,295 shares; 2025Q1: 54,084 shares; 2025Q2: 10,736 shares; 2025Q3: 12,587 shares 12,587 $630K 0.01% +1,851 Timeline VDIGX VANGUARD DIVIDEND GROWTH-INV More: the full row for VANGUARD DIVIDEND GROWTH-INV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,603 shares; 2024Q4: 6,677 shares; 2025Q1: 22,765 shares; 2025Q2: 16,900 shares; 2025Q3: 17,017 shares 17,017 $627K 0.01% +117 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,376 shares; 2024Q4: 28,634 shares; 2025Q1: 4,752 shares; 2025Q2: 3,007 shares; 2025Q3: 2,630 shares 2,630 $626K 0.01% -377 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,839 shares; 2024Q4: 43,582 shares; 2025Q1: 4,098 shares; 2025Q2: 4,040 shares; 2025Q3: 4,040 shares 4,040 $623K 0.01% 0 Timeline CZFS CITIZENS FINL SVCS INC More: the full row for CITIZENS FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,961 shares; 2024Q4: 10,966 shares; 2025Q1: 10,929 shares; 2025Q2: 10,935 shares; 2025Q3: 10,237 shares 10,237 $617K 0.01% -698 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,893 shares; 2024Q4: 7,398 shares; 2025Q1: 11,818 shares; 2025Q2: 10,030 shares; 2025Q3: 7,801 shares 7,801 $613K 0.01% -2,229 Timeline Vanguard Index Funds Md Cp … Vanguard Index Funds Md Cp Sto More: the full row for Vanguard Index Funds Md Cp Sto Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,234 shares; 2025Q3: 7,588 shares 7,588 $610K 0.01% -4,646 FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,861 shares; 2024Q4: 7,870 shares; 2025Q1: 7,871 shares; 2025Q2: 7,799 shares; 2025Q3: 7,160 shares 7,160 $602K 0.01% -639 Timeline GPGI GPGI INC More: the full row for GPGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,902 shares; 2024Q4: 28,902 shares; 2025Q1: 28,357 shares; 2025Q2: 28,527 shares; 2025Q3: 28,527 shares 28,527 $594K <0.01% 0 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,654 shares; 2024Q4: 160,823 shares; 2025Q1: 153,736 shares; 2025Q2: 8,706 shares; 2025Q3: 7,922 shares 7,922 $589K <0.01% -784 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,710 shares; 2024Q4: 3,263 shares; 2025Q1: 3,263 shares; 2025Q2: 3,255 shares; 2025Q3: 3,073 shares 3,073 $588K <0.01% -182 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,877 shares; 2024Q4: 13,748 shares; 2025Q1: 13,430 shares; 2025Q2: 13,194 shares; 2025Q3: 12,942 shares 12,942 $581K <0.01% -252 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,180 shares; 2025Q2: 12,006 shares; 2025Q3: 15,896 shares 15,896 $574K <0.01% +3,890 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,716 shares; 2024Q4: 7,284 shares; 2025Q1: 10,285 shares; 2025Q2: 9,300 shares; 2025Q3: 6,915 shares 6,915 $567K <0.01% -2,385 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,520 shares; 2024Q4: 234,127 shares; 2025Q1: 584,938 shares; 2025Q2: 23,329 shares; 2025Q3: 23,005 shares 23,005 $567K <0.01% -324 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,237 shares; 2024Q4: 4,134 shares; 2025Q1: 2,950 shares; 2025Q2: 2,811 shares; 2025Q3: 615 shares 615 $566K <0.01% -2,196 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,746 shares; 2024Q4: 4,497 shares; 2025Q1: 5,106 shares; 2025Q2: 3,906 shares; 2025Q3: 3,531 shares 3,531 $561K <0.01% -375 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,008 shares; 2024Q4: 47,067 shares; 2025Q1: 6,343 shares; 2025Q2: 6,272 shares; 2025Q3: 6,272 shares 6,272 $560K <0.01% 0 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,939 shares; 2025Q3: 1,939 shares 1,939 $558K <0.01% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,359 shares; 2024Q4: 14,923 shares; 2025Q1: 3,267 shares; 2025Q2: 2,212 shares; 2025Q3: 2,135 shares 2,135 $557K <0.01% -77 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,645 shares; 2024Q4: 4,774 shares; 2025Q1: 4,587 shares; 2025Q2: 2,928 shares; 2025Q3: 2,583 shares 2,583 $554K <0.01% -345 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 446 shares; 2025Q1: 590 shares; 2025Q2: 842 shares; 2025Q3: 839 shares 839 $545K <0.01% -3 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,018 shares; 2025Q3: 7,815 shares 7,815 $538K <0.01% -203 Timeline SHAK SHAKE SHACK INC More: the full row for SHAKE SHACK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,068 shares; 2024Q4: 11,495 shares; 2025Q1: 5,470 shares; 2025Q2: 4,579 shares; 2025Q3: 5,730 shares 5,730 $536K <0.01% +1,151 Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,794 shares; 2024Q4: 6,794 shares; 2025Q1: 6,794 shares; 2025Q2: 6,790 shares; 2025Q3: 6,676 shares 6,676 $533K <0.01% -114 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,938 shares; 2024Q4: 6,938 shares; 2025Q1: 6,938 shares; 2025Q2: 6,818 shares; 2025Q3: 6,789 shares 6,789 $530K <0.01% -29 Timeline KGS KODIAK GAS SVCS INC More: the full row for KODIAK GAS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,958 shares; 2024Q4: 9,017 shares; 2025Q1: 13,429 shares; 2025Q2: 14,818 shares; 2025Q3: 14,116 shares 14,116 $522K <0.01% -702 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,869 shares; 2025Q3: 6,289 shares 6,289 $516K <0.01% +2,420 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,802 shares; 2024Q4: 5,503 shares; 2025Q1: 4,391 shares; 2025Q2: 3,474 shares; 2025Q3: 3,614 shares 3,614 $515K <0.01% +140 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,349 shares; 2024Q4: 98,271 shares; 2025Q1: 9,748 shares; 2025Q2: 9,553 shares; 2025Q3: 9,553 shares 9,553 $515K <0.01% 0 Timeline GNW GENWORTH FINL INC More: the full row for GENWORTH FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,150 shares; 2024Q4: 71,536 shares; 2025Q1: 70,198 shares; 2025Q2: 66,422 shares; 2025Q3: 57,427 shares 57,427 $511K <0.01% -8,995 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 560,524 shares; 2024Q4: 563,942 shares; 2025Q1: 48,710 shares; 2025Q2: 44,478 shares; 2025Q3: 5,695 shares 5,695 $511K <0.01% -38,783 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,987 shares; 2024Q4: 10,845 shares; 2025Q1: 10,661 shares; 2025Q2: 5,452 shares; 2025Q3: 3,961 shares 3,961 $511K <0.01% -1,491 Timeline New Economy Fund Cl F2 New Economy Fund Cl F2 More: the full row for New Economy Fund Cl F2 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,864 shares; 2024Q4: 6,864 shares; 2025Q1: 6,864 shares; 2025Q2: 6,864 shares; 2025Q3: 6,864 shares 6,864 $510K <0.01% 0 XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,441 shares; 2024Q4: 76,670 shares; 2025Q1: 6,565 shares; 2025Q2: 6,484 shares; 2025Q3: 6,484 shares 6,484 $508K <0.01% 0 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,407 shares; 2024Q4: 4,575 shares; 2025Q1: 32,006 shares; 2025Q2: 3,521 shares; 2025Q3: 3,605 shares 3,605 $506K <0.01% +84 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,895 shares; 2024Q4: 88,717 shares; 2025Q1: 85,709 shares; 2025Q2: 1,505 shares; 2025Q3: 1,493 shares 1,493 $504K <0.01% -12 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,425 shares; 2024Q4: 2,756 shares; 2025Q1: 3,171 shares; 2025Q2: 3,150 shares; 2025Q3: 3,960 shares 3,960 $503K <0.01% +810 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: restricted; 2024Q3: 4,307 shares; 2024Q4: 7,580 shares; 2025Q1: 6,008 shares; 2025Q2: 5,954 shares; 2025Q3: 14,081 shares 14,081 $502K <0.01% +8,127 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,539 shares; 2024Q4: 74,202 shares; 2025Q1: 4,884 shares; 2025Q2: 4,891 shares; 2025Q3: 4,427 shares 4,427 $494K <0.01% -464 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,840 shares; 2024Q4: 3,623 shares; 2025Q1: 2,752 shares; 2025Q2: 1,291 shares; 2025Q3: 1,159 shares 1,159 $494K <0.01% -132 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,898 shares; 2024Q4: 49,462 shares; 2025Q1: 47,406 shares; 2025Q2: 42,025 shares; 2025Q3: 1,620 shares 1,620 $483K <0.01% -40,405 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,761 shares; 2024Q4: 4,378 shares; 2025Q1: not reported; 2025Q2: 2,749 shares; 2025Q3: 3,593 shares 3,593 $476K <0.01% +844 Timeline MIRM MIRUM PHARMACEUTICALS INC More: the full row for MIRUM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,465 shares; 2024Q4: 6,465 shares; 2025Q1: 6,465 shares; 2025Q2: 6,465 shares; 2025Q3: 6,465 shares 6,465 $474K <0.01% 0 Timeline ZG ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,615 shares; 2024Q4: 228,934 shares; 2025Q1: 217,529 shares; 2025Q2: 191,313 shares; 2025Q3: 6,329 shares 6,329 $471K <0.01% -184,984 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 603 shares; 2025Q1: 636 shares; 2025Q2: 686 shares; 2025Q3: 674 shares 674 $470K <0.01% -12 Timeline WCMIX WCM FOCUSED INTL GROWTH-INST More: the full row for WCM FOCUSED INTL GROWTH-INST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,022 shares; 2025Q2: 16,980 shares; 2025Q3: 16,980 shares 16,980 $468K <0.01% 0 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,987 shares; 2025Q1: 5,973 shares; 2025Q2: 5,578 shares; 2025Q3: 2,915 shares 2,915 $466K <0.01% -2,663 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,507 shares; 2025Q2: 49,660 shares; 2025Q3: 14,368 shares 14,368 $463K <0.01% -35,292 Timeline NMRK NEWMARK GROUP INC More: the full row for NEWMARK GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,484 shares; 2024Q4: 26,193 shares; 2025Q1: 26,193 shares; 2025Q2: 25,554 shares; 2025Q3: 24,747 shares 24,747 $462K <0.01% -807 Timeline MHO M/I HOMES INC More: the full row for M/I HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,438 shares; 2024Q4: 4,406 shares; 2025Q1: 3,944 shares; 2025Q2: 3,431 shares; 2025Q3: 3,162 shares 3,162 $457K <0.01% -269 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,986 shares; 2024Q4: 2,097 shares; 2025Q1: 7,236 shares; 2025Q2: 1,453 shares; 2025Q3: 1,375 shares 1,375 $451K <0.01% -78 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,810 shares; 2024Q4: 3,810 shares; 2025Q1: 3,860 shares; 2025Q2: 5,381 shares; 2025Q3: 5,347 shares 5,347 $451K <0.01% -34 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,235 shares; 2024Q4: 180,013 shares; 2025Q1: 111,285 shares; 2025Q2: 115,379 shares; 2025Q3: 17,591 shares 17,591 $450K <0.01% -97,788 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,347 shares; 2024Q4: 28,360 shares; 2025Q1: 4,384 shares; 2025Q2: 4,892 shares; 2025Q3: 7,378 shares 7,378 $449K <0.01% +2,486 Timeline DMC DEL MONTE CORP More: the full row for DEL MONTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,016 shares; 2024Q4: 7,108 shares; 2025Q1: 13,086 shares; 2025Q2: 10,497 shares; 2025Q3: 12,821 shares 12,821 $445K <0.01% +2,324 Timeline Cohen Steers Pfd Secs Inc F… Cohen Steers Pfd Secs Inc Fdfd More: the full row for Cohen Steers Pfd Secs Inc Fdfd Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,186 shares; 2024Q4: 35,186 shares; 2025Q1: 35,186 shares; 2025Q2: 35,186 shares; 2025Q3: 35,186 shares 35,186 $444K <0.01% 0 LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,267 shares; 2024Q4: 5,687 shares; 2025Q1: 4,056 shares; 2025Q2: 2,950 shares; 2025Q3: 2,974 shares 2,974 $443K <0.01% +24 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,040 shares; 2024Q4: 5,102 shares; 2025Q1: 4,632 shares; 2025Q2: 4,019 shares; 2025Q3: 3,100 shares 3,100 $440K <0.01% -919 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,070 shares; 2024Q4: 125,886 shares; 2025Q1: 7,163 shares; 2025Q2: 3,677 shares; 2025Q3: 3,652 shares 3,652 $438K <0.01% -25 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,549 shares; 2024Q4: 1,624 shares; 2025Q1: 1,661 shares; 2025Q2: 1,710 shares; 2025Q3: 1,614 shares 1,614 $436K <0.01% -96 Timeline Capital World Growth Income… Capital World Growth Income Fu More: the full row for Capital World Growth Income Fu Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,796 shares; 2024Q4: 5,796 shares; 2025Q1: 5,796 shares; 2025Q2: 5,796 shares; 2025Q3: 5,796 shares 5,796 $435K <0.01% 0 CNO CNO FINL GROUP INC More: the full row for CNO FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,749 shares; 2024Q4: 20,669 shares; 2025Q1: 17,807 shares; 2025Q2: 15,794 shares; 2025Q3: 10,938 shares 10,938 $433K <0.01% -4,856 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,189 shares; 2024Q4: 5,150 shares; 2025Q1: 6,331 shares; 2025Q2: 5,936 shares; 2025Q3: 5,494 shares 5,494 $427K <0.01% -442 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,426 shares; 2024Q4: 2,398 shares; 2025Q1: 2,217 shares; 2025Q2: 2,020 shares; 2025Q3: 2,018 shares 2,018 $427K <0.01% -2 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,183 shares; 2024Q4: 1,229 shares; 2025Q1: 1,871 shares; 2025Q2: 1,741 shares; 2025Q3: 1,726 shares 1,726 $423K <0.01% -15 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,694 shares; 2024Q4: 52,757 shares; 2025Q1: 3,944 shares; 2025Q2: 3,810 shares; 2025Q3: 3,810 shares 3,810 $421K <0.01% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,215 shares; 2024Q4: 42,005 shares; 2025Q1: 2,985 shares; 2025Q2: 2,971 shares; 2025Q3: 2,971 shares 2,971 $420K <0.01% 0 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,618 shares; 2024Q4: 49,727 shares; 2025Q1: 1,293 shares; 2025Q2: 1,547 shares; 2025Q3: 1,295 shares 1,295 $419K <0.01% -252 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,880 shares; 2024Q4: 6,872 shares; 2025Q1: 6,212 shares; 2025Q2: 4,687 shares; 2025Q3: 5,548 shares 5,548 $410K <0.01% +861 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,938 shares; 2024Q4: 167,113 shares; 2025Q1: 161,836 shares; 2025Q2: 102,057 shares; 2025Q3: 2,524 shares 2,524 $409K <0.01% -99,533 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,661 shares; 2025Q3: 3,607 shares 3,607 $408K <0.01% -54 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,776 shares; 2024Q4: 4,861 shares; 2025Q1: 4,818 shares; 2025Q2: 4,074 shares; 2025Q3: 3,808 shares 3,808 $406K <0.01% -266 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,884 shares; 2024Q4: 3,825 shares; 2025Q1: 3,820 shares; 2025Q2: 3,549 shares; 2025Q3: 3,422 shares 3,422 $405K <0.01% -127 Timeline AMER EUROPACIFIC GRWTH Cl F… AMER EUROPACIFIC GRWTH Cl F-2 More: the full row for AMER EUROPACIFIC GRWTH Cl F-2 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,297 shares; 2024Q4: 6,297 shares; 2025Q1: 6,297 shares; 2025Q2: 6,297 shares; 2025Q3: 6,297 shares 6,297 $405K <0.01% 0 FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,471 shares; 2025Q3: 25,069 shares 25,069 $404K <0.01% -402 Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,854 shares; 2024Q4: 4,519 shares; 2025Q1: 4,338 shares; 2025Q2: 4,240 shares; 2025Q3: 3,753 shares 3,753 $401K <0.01% -487 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,376 shares; 2025Q3: 2,550 shares 2,550 $385K <0.01% -3,826 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 327,748 shares; 2024Q4: 317,655 shares; 2025Q1: 219,654 shares; 2025Q2: 9,023 shares; 2025Q3: 9,031 shares 9,031 $380K <0.01% +8 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: restricted; 2024Q3: 4,102 shares; 2024Q4: 4,074 shares; 2025Q1: 4,004 shares; 2025Q2: 2,850 shares; 2025Q3: 1,527 shares 1,527 $378K <0.01% -1,323 Timeline SPSC SPS COMM INC More: the full row for SPS COMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,390 shares; 2024Q4: 4,205 shares; 2025Q1: 4,096 shares; 2025Q2: 4,012 shares; 2025Q3: 3,617 shares 3,617 $377K <0.01% -395 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: restricted; 2024Q3: 134,383 shares; 2024Q4: 130,394 shares; 2025Q1: 126,622 shares; 2025Q2: 112,479 shares; 2025Q3: 4,503 shares 4,503 $375K <0.01% -107,976 Timeline MYE MYERS INDS INC More: the full row for MYERS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,269 shares; 2025Q3: 22,103 shares 22,103 $374K <0.01% -166 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,403 shares; 2024Q4: 7,540 shares; 2025Q1: 6,344 shares; 2025Q2: 8,427 shares; 2025Q3: 7,908 shares 7,908 $372K <0.01% -519 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,490 shares; 2025Q2: 1,208 shares; 2025Q3: 1,331 shares 1,331 $372K <0.01% +123 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,495 shares; 2024Q4: 3,417 shares; 2025Q1: 3,039 shares; 2025Q2: 2,734 shares; 2025Q3: 2,071 shares 2,071 $370K <0.01% -663 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,285 shares; 2024Q4: 6,018 shares; 2025Q1: 5,820 shares; 2025Q2: 5,497 shares; 2025Q3: 5,199 shares 5,199 $366K <0.01% -298 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,019 shares; 2024Q4: 889 shares; 2025Q1: 889 shares; 2025Q2: 1,163 shares; 2025Q3: 1,159 shares 1,159 $357K <0.01% -4 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,813 shares; 2024Q4: 4,793 shares; 2025Q1: 4,971 shares; 2025Q2: 4,831 shares; 2025Q3: 6,463 shares 6,463 $354K <0.01% +1,632 Timeline ASTH ASTRANA HEALTH INC More: the full row for ASTRANA HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,447 shares; 2024Q4: 32,101 shares; 2025Q1: 7,373 shares; 2025Q2: not reported; 2025Q3: 12,369 shares 12,369 $351K <0.01% new Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,137 shares; 2024Q4: 3,039 shares; 2025Q1: 2,765 shares; 2025Q2: 2,740 shares; 2025Q3: 2,629 shares 2,629 $350K <0.01% -111 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,381 shares 1,381 $350K <0.01% new Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,647 shares; 2024Q4: 1,588 shares; 2025Q1: 1,668 shares; 2025Q2: 1,655 shares; 2025Q3: 1,270 shares 1,270 $348K <0.01% -385 Timeline MTH MERITAGE HOMES CORP More: the full row for MERITAGE HOMES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,023 shares; 2024Q4: 3,829 shares; 2025Q1: 72,421 shares; 2025Q2: 5,459 shares; 2025Q3: 4,742 shares 4,742 $343K <0.01% -717 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,853 shares; 2024Q4: 3,245 shares; 2025Q1: 3,011 shares; 2025Q2: 3,064 shares; 2025Q3: 2,246 shares 2,246 $341K <0.01% -818 Timeline VANGUARD PRIMECAP ADM VANGUARD PRIMECAP ADM More: the full row for VANGUARD PRIMECAP ADM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,708 shares; 2025Q2: 1,708 shares; 2025Q3: 1,708 shares 1,708 $336K <0.01% 0 R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,431 shares; 2024Q4: 1,931 shares; 2025Q1: 2,148 shares; 2025Q2: 1,887 shares; 2025Q3: 1,778 shares 1,778 $335K <0.01% -109 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,050 shares; 2025Q3: 4,505 shares 4,505 $335K <0.01% -14,545 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,549 shares; 2024Q4: 4,539 shares; 2025Q1: 4,524 shares; 2025Q2: 4,397 shares; 2025Q3: 4,397 shares 4,397 $331K <0.01% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 698 shares; 2024Q4: 624 shares; 2025Q1: 653 shares; 2025Q2: 695 shares; 2025Q3: 693 shares 693 $330K <0.01% -2 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,286 shares; 2024Q4: 11,130 shares; 2025Q1: 10,922 shares; 2025Q2: 10,977 shares; 2025Q3: 9,261 shares 9,261 $329K <0.01% -1,716 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: restricted; 2024Q3: 2,240 shares; 2024Q4: 2,203 shares; 2025Q1: 2,249 shares; 2025Q2: 2,178 shares; 2025Q3: 2,141 shares 2,141 $326K <0.01% -37 Timeline PSMT PRICESMART INC More: the full row for PRICESMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,748 shares; 2024Q4: 2,283 shares; 2025Q1: 2,283 shares; 2025Q2: 2,398 shares; 2025Q3: 2,688 shares 2,688 $326K <0.01% +290 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,723 shares; 2024Q4: 2,562 shares; 2025Q1: 2,404 shares; 2025Q2: 2,292 shares; 2025Q3: 1,708 shares 1,708 $324K <0.01% -584 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,087 shares; 2024Q4: 2,486 shares; 2025Q1: 1,478 shares; 2025Q2: 1,409 shares; 2025Q3: 1,457 shares 1,457 $320K <0.01% +48 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44,048 shares; 2025Q1: 57,712 shares; 2025Q2: 16,147 shares; 2025Q3: 4,740 shares 4,740 $319K <0.01% -11,407 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,600 shares; 2024Q4: 4,600 shares; 2025Q1: 4,600 shares; 2025Q2: 4,600 shares; 2025Q3: 4,698 shares 4,698 $316K <0.01% +98 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,397 shares; 2024Q4: 900 shares; 2025Q1: 1,030 shares; 2025Q2: 997 shares; 2025Q3: 1,095 shares 1,095 $316K <0.01% +98 Timeline BTU PEABODY ENGR CORP More: the full row for PEABODY ENGR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,812 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,781 shares; 2025Q3: 11,781 shares 11,781 $312K <0.01% 0 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 976 shares; 2025Q3: 989 shares 989 $310K <0.01% +13 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: restricted; 2024Q3: 753 shares; 2024Q4: 754 shares; 2025Q1: 756 shares; 2025Q2: 751 shares; 2025Q3: 585 shares 585 $310K <0.01% -166 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,758 shares 3,758 $310K <0.01% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,363 shares; 2024Q4: 15,682 shares; 2025Q1: 1,655 shares; 2025Q2: 1,286 shares; 2025Q3: 1,286 shares 1,286 $308K <0.01% 0 Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,459 shares; 2024Q4: 15,833 shares; 2025Q1: 16,220 shares; 2025Q2: 15,553 shares; 2025Q3: 15,496 shares 15,496 $303K <0.01% -57 Timeline FISI FINANCIAL INSTITUTIONS INC More: the full row for FINANCIAL INSTITUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,928 shares; 2024Q4: 17,939 shares; 2025Q1: 17,486 shares; 2025Q2: 15,060 shares; 2025Q3: 11,101 shares 11,101 $302K <0.01% -3,959 Timeline FLNG FLEX LNG LTD More: the full row for FLEX LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,832 shares; 2025Q3: 11,946 shares 11,946 $301K <0.01% -886 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,416 shares; 2024Q4: 10,416 shares; 2025Q1: 9,546 shares; 2025Q2: 9,546 shares; 2025Q3: 12,710 shares 12,710 $301K <0.01% +3,164 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,938 shares; 2024Q4: 82,027 shares; 2025Q1: 78,450 shares; 2025Q2: 70,827 shares; 2025Q3: 1,493 shares 1,493 $299K <0.01% -69,334 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,607 shares; 2025Q1: 1,628 shares; 2025Q2: 1,720 shares; 2025Q3: 1,720 shares 1,720 $297K <0.01% 0 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,541 shares; 2025Q3: 26,062 shares 26,062 $297K <0.01% -479 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,822 shares; 2024Q4: 5,102 shares; 2025Q1: 16,981 shares; 2025Q2: 3,082 shares; 2025Q3: 3,490 shares 3,490 $296K <0.01% +408 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,209 shares; 2024Q4: 2,184 shares; 2025Q1: 2,418 shares; 2025Q2: 1,684 shares; 2025Q3: 1,467 shares 1,467 $296K <0.01% -217 Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,148 shares; 2024Q4: 3,713 shares; 2025Q1: 3,713 shares; 2025Q2: 3,945 shares; 2025Q3: 4,448 shares 4,448 $294K <0.01% +503 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 375 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 347 shares; 2025Q3: 347 shares 347 $287K <0.01% 0 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,331 shares; 2025Q2: not reported; 2025Q3: 4,087 shares 4,087 $286K <0.01% new Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,719 shares; 2024Q4: 13,932 shares; 2025Q1: 6,030 shares; 2025Q2: 17,372 shares; 2025Q3: 3,393 shares 3,393 $285K <0.01% -13,979 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,182 shares; 2024Q4: 17,182 shares; 2025Q1: 16,729 shares; 2025Q2: 16,701 shares; 2025Q3: 16,701 shares 16,701 $284K <0.01% 0 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,835 shares; 2024Q4: 6,951 shares; 2025Q1: 6,522 shares; 2025Q2: 6,311 shares; 2025Q3: 5,755 shares 5,755 $282K <0.01% -556 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,868 shares; 2024Q4: 28,367 shares; 2025Q1: 3,494 shares; 2025Q2: 2,780 shares; 2025Q3: 2,945 shares 2,945 $280K <0.01% +165 Timeline Morgan Stanley Inst Fund In… Morgan Stanley Inst Fund Inc G More: the full row for Morgan Stanley Inst Fund Inc G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,016 shares; 2025Q2: 8,016 shares; 2025Q3: 8,016 shares 8,016 $279K <0.01% 0 FCNTX FIDELITY CONTRAFUND More: the full row for FIDELITY CONTRAFUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,214 shares; 2024Q4: 13,214 shares; 2025Q1: 11,274 shares; 2025Q2: 11,274 shares; 2025Q3: 11,274 shares 11,274 $279K <0.01% 0 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,652 shares; 2024Q4: 3,585 shares; 2025Q1: 3,657 shares; 2025Q2: 3,628 shares; 2025Q3: 3,277 shares 3,277 $278K <0.01% -351 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,886 shares; 2024Q4: 16,450 shares; 2025Q1: 12,294 shares; 2025Q2: 5,046 shares; 2025Q3: 5,205 shares 5,205 $277K <0.01% +159 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,114 shares; 2024Q4: 24,688 shares; 2025Q1: 3,638 shares; 2025Q2: 2,586 shares; 2025Q3: 1,932 shares 1,932 $276K <0.01% -654 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,052 shares; 2024Q4: 1,052 shares; 2025Q1: 1,052 shares; 2025Q2: 985 shares; 2025Q3: 985 shares 985 $275K <0.01% 0 Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,273 shares; 2024Q4: 142,756 shares; 2025Q1: 8,684 shares; 2025Q2: 8,514 shares; 2025Q3: 8,514 shares 8,514 $275K <0.01% 0 Timeline OII OCEANEERING INTL INC More: the full row for OCEANEERING INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,764 shares; 2024Q4: 46,683 shares; 2025Q1: 24,488 shares; 2025Q2: 10,987 shares; 2025Q3: 11,049 shares 11,049 $274K <0.01% +62 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,779 shares 5,779 $268K <0.01% new Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,377 shares; 2024Q4: 1,317 shares; 2025Q1: 1,364 shares; 2025Q2: 1,323 shares; 2025Q3: 1,060 shares 1,060 $267K <0.01% -263 Timeline BBT BEACON FINANCIAL CORP. More: the full row for BEACON FINANCIAL CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,455 shares; 2025Q3: 11,177 shares 11,177 $265K <0.01% +1,722 Timeline BANR BANNER CORP More: the full row for BANNER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,374 shares; 2025Q2: 4,524 shares; 2025Q3: 3,999 shares 3,999 $262K <0.01% -525 Timeline CBAN COLONY BANKCORP INC More: the full row for COLONY BANKCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,101 shares; 2024Q4: 19,101 shares; 2025Q1: 19,101 shares; 2025Q2: 15,377 shares; 2025Q3: 15,377 shares 15,377 $262K <0.01% 0 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,254 shares; 2024Q4: 5,262 shares; 2025Q1: 3,550 shares; 2025Q2: 2,885 shares; 2025Q3: 2,575 shares 2,575 $261K <0.01% -310 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 747 shares; 2024Q4: 730 shares; 2025Q1: 841 shares; 2025Q2: 838 shares; 2025Q3: 728 shares 728 $260K <0.01% -110 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,662 shares 29,662 $258K <0.01% new Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,088 shares; 2024Q4: 3,141 shares; 2025Q1: 2,603 shares; 2025Q2: 2,694 shares; 2025Q3: 2,370 shares 2,370 $257K <0.01% -324 Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,483 shares; 2025Q3: 3,489 shares 3,489 $255K <0.01% +6 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,418 shares; 2025Q3: 1,789 shares 1,789 $254K <0.01% -629 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,914 shares; 2024Q4: 1,840 shares; 2025Q1: 1,908 shares; 2025Q2: 1,761 shares; 2025Q3: 1,351 shares 1,351 $254K <0.01% -410 Timeline BKKT BAKKT INC More: the full row for BAKKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,482 shares 7,482 $252K <0.01% new 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: restricted; 2024Q3: 51,447 shares; 2024Q4: 51,722 shares; 2025Q1: 3,439 shares; 2025Q2: 2,511 shares; 2025Q3: 2,192 shares 2,192 $251K <0.01% -319 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 303 shares 303 $250K <0.01% new Timeline HLF HERBALIFE LTD More: the full row for HERBALIFE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,349 shares; 2025Q3: 29,351 shares 29,351 $248K <0.01% +2 Timeline DFIEX INTERNATIONAL CORE EQUITY 2 More: the full row for INTERNATIONAL CORE EQUITY 2 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,404 shares; 2025Q3: 12,674 shares 12,674 $247K <0.01% -730 Timeline EE EXCELERATE ENERGY INC More: the full row for EXCELERATE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,836 shares; 2024Q4: 9,836 shares; 2025Q1: 9,749 shares; 2025Q2: 9,997 shares; 2025Q3: 9,709 shares 9,709 $245K <0.01% -288 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,679 shares; 2025Q2: 8,374 shares; 2025Q3: 8,453 shares 8,453 $244K <0.01% +79 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,942 shares; 2025Q1: not reported; 2025Q2: 5,808 shares; 2025Q3: 5,783 shares 5,783 $243K <0.01% -25 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,822 shares 12,822 $240K <0.01% new Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,982 shares; 2025Q3: 6,783 shares 6,783 $239K <0.01% +801 Timeline TRDA ENTRADA THERAPEUTICS INC More: the full row for ENTRADA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,029 shares 41,029 $238K <0.01% new Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,972 shares; 2025Q3: 1,972 shares 1,972 $238K <0.01% 0 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 864 shares; 2025Q3: 867 shares 867 $236K <0.01% +3 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,196 shares 1,196 $234K <0.01% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 992 shares 992 $234K <0.01% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,151 shares; 2024Q4: 1,151 shares; 2025Q1: 971 shares; 2025Q2: 1,057 shares; 2025Q3: 985 shares 985 $232K <0.01% -72 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,535 shares; 2025Q3: 1,462 shares 1,462 $230K <0.01% -73 Timeline GPOR GULFPORT ENERGY CORP More: the full row for GULFPORT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,477 shares; 2024Q4: 2,260 shares; 2025Q1: 2,264 shares; 2025Q2: 2,329 shares; 2025Q3: 1,271 shares 1,271 $230K <0.01% -1,058 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,597 shares 2,597 $230K <0.01% new Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,596 shares; 2024Q4: 1,558 shares; 2025Q1: 1,553 shares; 2025Q2: 1,528 shares; 2025Q3: 1,528 shares 1,528 $229K <0.01% 0 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224 shares; 2024Q4: 222 shares; 2025Q1: 224 shares; 2025Q2: 215 shares; 2025Q3: 186 shares 186 $228K <0.01% -29 Timeline URBN URBAN OUTFITTERS INC More: the full row for URBAN OUTFITTERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,936 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,319 shares; 2025Q3: 3,175 shares 3,175 $227K <0.01% -144 Timeline TBBK BANCORP INC DEL More: the full row for BANCORP INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,025 shares 3,025 $227K <0.01% new Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,813 shares; 2024Q4: 70,431 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,711 shares 2,711 $227K <0.01% new Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,626 shares; 2024Q4: 1,559 shares; 2025Q1: 1,541 shares; 2025Q2: 1,504 shares; 2025Q3: 1,316 shares 1,316 $226K <0.01% -188 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,994 shares; 2024Q4: 1,948 shares; 2025Q1: 1,910 shares; 2025Q2: 1,836 shares; 2025Q3: 1,763 shares 1,763 $226K <0.01% -73 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,637 shares; 2025Q3: 3,040 shares 3,040 $224K <0.01% -22,597 Timeline NKTR NEKTAR THERAPEUTICS More: the full row for NEKTAR THERAPEUTICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,922 shares 3,922 $223K <0.01% new 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: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,625 shares 1,625 $223K <0.01% new Timeline PGRE PARAMOUNT GROUP INC More: the full row for PARAMOUNT GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,548 shares; 2025Q1: 30,512 shares; 2025Q2: 22,812 shares; 2025Q3: 33,914 shares 33,914 $222K <0.01% +11,102 Timeline ERII ENERGY RECOVERY INC More: the full row for ENERGY RECOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,367 shares 14,367 $222K <0.01% new Timeline GTES GATES INDL CORP PLC More: the full row for GATES INDL CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,834 shares; 2025Q3: 8,819 shares 8,819 $219K <0.01% -15 Timeline MR COOPER GROUP INC MR COOPER GROUP INC More: the full row for MR COOPER GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,038 shares 1,038 $219K <0.01% new DFA US CORE EQUITY 1 I DFA US CORE EQUITY 1 I More: the full row for DFA US CORE EQUITY 1 I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,640 shares; 2025Q3: 4,513 shares 4,513 $219K <0.01% -1,127 CTBI COMMUNITY TR BANCORP INC More: the full row for COMMUNITY TR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,365 shares; 2024Q4: 5,348 shares; 2025Q1: 5,379 shares; 2025Q2: 4,882 shares; 2025Q3: 3,844 shares 3,844 $215K <0.01% -1,038 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,435 shares; 2024Q4: 26,043 shares; 2025Q1: 1,691 shares; 2025Q2: 1,691 shares; 2025Q3: 1,676 shares 1,676 $212K <0.01% -15 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 392 shares; 2024Q4: not reported; 2025Q1: 406 shares; 2025Q2: 657 shares; 2025Q3: 426 shares 426 $212K <0.01% -231 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,610 shares; 2025Q1: 1,649 shares; 2025Q2: 1,740 shares; 2025Q3: 1,675 shares 1,675 $212K <0.01% -65 Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,057 shares; 2025Q2: 8,439 shares; 2025Q3: 8,276 shares 8,276 $211K <0.01% -163 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 472,377 shares; 2024Q4: 9,005 shares; 2025Q1: 7,028 shares; 2025Q2: 7,239 shares; 2025Q3: 7,026 shares 7,026 $211K <0.01% -213 Timeline SEI SOLARIS ENERGY INFRAS INC More: the full row for SOLARIS ENERGY INFRAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,257 shares 5,257 $210K <0.01% new Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,880 shares; 2024Q4: 1,864 shares; 2025Q1: 3,094 shares; 2025Q2: 2,108 shares; 2025Q3: 1,600 shares 1,600 $208K <0.01% -508 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,577 shares 1,577 $208K <0.01% new Timeline SEE SEALED AIR CORP NEW More: the full row for SEALED AIR CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,824 shares 5,824 $206K <0.01% new Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 476 shares 476 $205K <0.01% new Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,527 shares; 2024Q4: 2,358 shares; 2025Q1: 213 shares; 2025Q2: 364 shares; 2025Q3: 214 shares 214 $204K <0.01% -150 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: restricted; 2024Q3: 8,401 shares; 2024Q4: 8,522 shares; 2025Q1: 751 shares; 2025Q2: 716 shares; 2025Q3: 710 shares 710 $203K <0.01% -6 Timeline MASI MASIMO CORP More: the full row for MASIMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 95,730 shares; 2025Q1: 92,872 shares; 2025Q2: 82,348 shares; 2025Q3: 1,377 shares 1,377 $203K <0.01% -80,971 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 306 shares 306 $202K <0.01% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,228 shares; 2024Q4: not reported; 2025Q1: 2,269 shares; 2025Q2: not reported; 2025Q3: 1,796 shares 1,796 $202K <0.01% new Timeline ELME ELME COMMUNITIES More: the full row for ELME COMMUNITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,965 shares 11,965 $202K <0.01% new Timeline BGC BGC GROUP INC More: the full row for BGC GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,202 shares; 2024Q4: 16,691 shares; 2025Q1: 16,109 shares; 2025Q2: 15,606 shares; 2025Q3: 15,550 shares 15,550 $147K <0.01% -56 Timeline Principal GB Rest Sec Inti Principal GB Rest Sec Inti More: the full row for Principal GB Rest Sec Inti Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,933 shares; 2024Q4: 13,768 shares; 2025Q1: 12,433 shares; 2025Q2: 12,438 shares; 2025Q3: 13,785 shares 13,785 $137K <0.01% +1,347 CRNC CERENCE INC More: the full row for CERENCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,794 shares 10,794 $134K <0.01% new Timeline PRTA PROTHENA CORP PLC More: the full row for PROTHENA CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,284 shares 13,284 $130K <0.01% new Timeline REAL THE REALREAL INC More: the full row for THE REALREAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,378 shares 11,378 $121K <0.01% new Timeline PK PARK HOTELS & RESORTS INC More: the full row for PARK HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,887 shares; 2025Q3: 10,887 shares 10,887 $121K <0.01% 0 Timeline AFRI FORAFRIC GLOBAL PLC More: the full row for FORAFRIC GLOBAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,885 shares 11,885 $103K <0.01% new Timeline FTRE FORTREA HLDGS INC More: the full row for FORTREA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,053 shares 12,053 $101K <0.01% new Timeline MDXG MIMEDX GROUP INC More: the full row for MIMEDX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,561 shares 12,561 $87.7K <0.01% new Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78 shares; 2024Q4: 78 shares; 2025Q1: 69 shares; 2025Q2: 69 shares; 2025Q3: 69 shares 69 $5.56K <0.01% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 7 shares; 2025Q1: 454 shares; 2025Q2: 52 shares; 2025Q3: 10 shares 10 $2.03K <0.01% -42 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,456 shares; 2024Q4: 1,634 shares; 2025Q1: 1,126 shares; 2025Q2: 1 shares; 2025Q3: 0 shares 0 $16 <0.01% -1 Amount filed as zero, left out of ratios. Timeline African Copper Corp African Copper Corp More: the full row for African Copper Corp Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares 25,000 $0 0% 0 Value filed as zero, left out of ratios.