RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 500,978 shares; 2025Q1: 481,621 shares; 2025Q2: 476,411 shares; 2025Q3: 473,194 shares; 2025Q4: 507,206 shares 507,206 $85.9M 6.88% +34,012 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 707,525 shares; 2025Q1: 671,207 shares; 2025Q2: 664,881 shares; 2025Q3: 657,357 shares; 2025Q4: 716,017 shares 716,017 $68.1M 5.46% +58,660 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 377,671 shares; 2025Q1: 349,913 shares; 2025Q2: 343,237 shares; 2025Q3: 338,734 shares; 2025Q4: 371,924 shares 371,924 $52.2M 4.18% +33,190 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 609,780 shares; 2025Q1: 631,738 shares; 2025Q2: 600,702 shares; 2025Q3: 587,622 shares; 2025Q4: 638,369 shares 638,369 $47.5M 3.81% +50,747 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 789,427 shares; 2025Q1: 772,545 shares; 2025Q2: 779,070 shares; 2025Q3: 777,706 shares; 2025Q4: 823,603 shares 823,603 $41.1M 3.3% +45,897 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 337,987 shares; 2025Q1: 323,443 shares; 2025Q2: 312,669 shares; 2025Q3: 305,926 shares; 2025Q4: 381,494 shares 381,494 $36.1M 2.89% +75,568 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 94,615 shares; 2025Q1: 90,917 shares; 2025Q2: 88,979 shares; 2025Q3: 88,788 shares; 2025Q4: 100,818 shares 100,818 $31.9M 2.56% +12,030 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 91,376 shares; 2025Q1: 88,554 shares; 2025Q2: 92,820 shares; 2025Q3: 92,662 shares; 2025Q4: 105,312 shares 105,312 $29M 2.33% +12,650 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 72,241 shares; 2025Q1: 65,305 shares; 2025Q2: 64,407 shares; 2025Q3: 64,298 shares; 2025Q4: 68,810 shares 68,810 $28.4M 2.28% +4,512 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 305,277 shares; 2025Q1: 331,703 shares; 2025Q2: 343,974 shares; 2025Q3: 344,172 shares; 2025Q4: 358,454 shares 358,454 $25.5M 2.04% +14,282 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 229,232 shares; 2025Q1: 234,478 shares; 2025Q2: 236,131 shares; 2025Q3: 237,954 shares; 2025Q4: 248,911 shares 248,911 $24.6M 1.97% +10,957 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 280,639 shares; 2025Q1: 279,100 shares; 2025Q2: 291,405 shares; 2025Q3: 293,023 shares; 2025Q4: 530,895 shares 530,895 $24.2M 1.94% +237,872 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 95,125 shares; 2025Q1: 94,030 shares; 2025Q2: 93,832 shares; 2025Q3: 92,079 shares; 2025Q4: 97,316 shares 97,316 $22.7M 1.82% +5,237 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 61,059 shares; 2025Q1: 49,679 shares; 2025Q2: 51,495 shares; 2025Q3: 52,488 shares; 2025Q4: 68,353 shares 68,353 $22.7M 1.82% +15,865 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 743,344 shares; 2025Q1: 729,274 shares; 2025Q2: 723,954 shares; 2025Q3: 711,506 shares; 2025Q4: 718,678 shares 718,678 $21.9M 1.76% +7,172 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 568,968 shares; 2025Q1: 533,520 shares; 2025Q2: 498,552 shares; 2025Q3: 482,719 shares; 2025Q4: 559,344 shares 559,344 $21.5M 1.72% +76,625 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 130,801 shares; 2025Q1: 130,660 shares; 2025Q2: 131,502 shares; 2025Q3: 131,297 shares; 2025Q4: 133,483 shares 133,483 $20.9M 1.68% +2,186 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53,522 shares; 2025Q1: 53,146 shares; 2025Q2: 53,496 shares; 2025Q3: 53,492 shares; 2025Q4: 54,494 shares 54,494 $17.6M 1.41% +1,002 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 164,432 shares; 2025Q1: 162,372 shares; 2025Q2: 162,727 shares; 2025Q3: 160,108 shares; 2025Q4: 158,293 shares 158,293 $17.4M 1.4% -1,815 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 322,191 shares; 2025Q1: 317,177 shares; 2025Q2: 314,866 shares; 2025Q3: 309,264 shares; 2025Q4: 340,315 shares 340,315 $16.8M 1.35% +31,051 Timeline FTS FORTIS INC More: the full row for FORTIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 291,596 shares; 2025Q1: 298,308 shares; 2025Q2: 303,140 shares; 2025Q3: 300,428 shares; 2025Q4: 307,660 shares 307,660 $16.6M 1.33% +7,232 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 147,631 shares; 2025Q1: 138,660 shares; 2025Q2: 133,625 shares; 2025Q3: 127,921 shares; 2025Q4: 125,101 shares 125,101 $16M 1.28% -2,820 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 269,222 shares; 2025Q1: 270,084 shares; 2025Q2: 272,119 shares; 2025Q3: 266,887 shares; 2025Q4: 293,698 shares 293,698 $15.4M 1.23% +26,811 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 125,036 shares; 2025Q1: 125,009 shares; 2025Q2: 123,782 shares; 2025Q3: 123,153 shares; 2025Q4: 125,364 shares 125,364 $15.3M 1.22% +2,211 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 169,863 shares; 2025Q1: 170,671 shares; 2025Q2: 167,143 shares; 2025Q3: 165,908 shares; 2025Q4: 173,539 shares 173,539 $15.2M 1.22% +7,631 Timeline RCI ROGERS COMMUNICATIONS INC More: the full row for ROGERS COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 280,175 shares; 2025Q1: 303,510 shares; 2025Q2: 355,812 shares; 2025Q3: 369,555 shares; 2025Q4: 368,853 shares 368,853 $13.7M 1.1% -702 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,598 shares; 2025Q1: 22,167 shares; 2025Q2: 21,757 shares; 2025Q3: 21,941 shares; 2025Q4: 24,395 shares 24,395 $13.5M 1.08% +2,454 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 68,856 shares; 2025Q1: 68,335 shares; 2025Q2: 68,015 shares; 2025Q3: 68,953 shares; 2025Q4: 70,862 shares 70,862 $12.8M 1.03% +1,909 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44,527 shares; 2025Q1: 43,026 shares; 2025Q2: 35,302 shares; 2025Q3: 34,733 shares; 2025Q4: 36,874 shares 36,874 $12M 0.96% +2,141 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 275,752 shares; 2025Q1: 64,801 shares; 2025Q2: 608,586 shares; 2025Q3: 581,319 shares; 2025Q4: 138,400 shares 138,400 $11.7M 0.93% -442,919 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 366,100 shares; 2025Q2: 46,300 shares; 2025Q3: 469,400 shares; 2025Q4: 155,000 shares 155,000 $11.4M 0.91% -314,400 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 227,979 shares; 2025Q1: 240,350 shares; 2025Q2: 241,771 shares; 2025Q3: 247,467 shares; 2025Q4: 269,137 shares 269,137 $11.3M 0.91% +21,670 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 55,245 shares; 2025Q1: 55,766 shares; 2025Q2: 56,313 shares; 2025Q3: 56,471 shares; 2025Q4: 57,633 shares 57,633 $11.3M 0.91% +1,162 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 180,000 shares; 2025Q1: 188,825 shares; 2025Q2: 201,975 shares; 2025Q3: 202,924 shares; 2025Q4: 210,210 shares 210,210 $11.1M 0.89% +7,286 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 180,386 shares; 2025Q1: 178,570 shares; 2025Q2: 176,763 shares; 2025Q3: 170,691 shares; 2025Q4: 187,100 shares 187,100 $11M 0.89% +16,409 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 585,173 shares; 2025Q1: 576,015 shares; 2025Q2: 562,925 shares; 2025Q3: 565,075 shares; 2025Q4: 573,638 shares 573,638 $10.6M 0.85% +8,563 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,361 shares; 2025Q1: 9,929 shares; 2025Q2: 11,561 shares; 2025Q3: 11,663 shares; 2025Q4: 10,571 shares 10,571 $10.3M 0.83% -1,092 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41,600 shares; 2025Q1: 40,722 shares; 2025Q2: 41,314 shares; 2025Q3: 43,424 shares; 2025Q4: 46,083 shares 46,083 $10.2M 0.82% +2,659 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50,693 shares; 2025Q1: 48,551 shares; 2025Q2: 47,113 shares; 2025Q3: 46,710 shares; 2025Q4: 49,610 shares 49,610 $9.87M 0.79% +2,900 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 186,109 shares; 2025Q1: 183,485 shares; 2025Q2: 181,748 shares; 2025Q3: 182,446 shares; 2025Q4: 203,060 shares 203,060 $9.73M 0.78% +20,614 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 162,908 shares; 2025Q1: 161,604 shares; 2025Q2: 150,925 shares; 2025Q3: 146,586 shares; 2025Q4: 148,149 shares 148,149 $9.67M 0.78% +1,563 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 87,833 shares; 2025Q1: 88,478 shares; 2025Q2: 88,868 shares; 2025Q3: 86,360 shares; 2025Q4: 57,901 shares 57,901 $9.59M 0.77% -28,459 Timeline EMA EMERA INC More: the full row for EMERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 178,034 shares; 2025Q3: 177,397 shares; 2025Q4: 187,522 shares 187,522 $9.39M 0.75% +10,125 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,719 shares; 2025Q1: 27,837 shares; 2025Q2: 27,798 shares; 2025Q3: 27,468 shares; 2025Q4: 26,563 shares 26,563 $9.36M 0.75% -905 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,400 shares; 2025Q1: 17,400 shares; 2025Q2: 154,004 shares; 2025Q3: 145,404 shares; 2025Q4: 129,100 shares 129,100 $9.27M 0.74% -16,304 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 52,731 shares; 2025Q1: 50,487 shares; 2025Q2: 47,423 shares; 2025Q3: 47,331 shares; 2025Q4: 44,369 shares 44,369 $8.81M 0.71% -2,962 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,594 shares; 2025Q1: 11,582 shares; 2025Q2: 11,820 shares; 2025Q3: 11,805 shares; 2025Q4: 12,003 shares 12,003 $8.21M 0.66% +198 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 65,444 shares; 2025Q1: 63,703 shares; 2025Q2: 64,308 shares; 2025Q3: 64,663 shares; 2025Q4: 72,132 shares 72,132 $8.17M 0.65% +7,469 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 98,081 shares; 2025Q1: 100,087 shares; 2025Q2: 96,407 shares; 2025Q3: 108,222 shares; 2025Q4: 105,953 shares 105,953 $7.62M 0.61% -2,269 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 192,187 shares; 2025Q1: 179,891 shares; 2025Q2: 183,180 shares; 2025Q3: 183,763 shares; 2025Q4: 191,751 shares 191,751 $7.15M 0.57% +7,988 Timeline EWJV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 376,703 shares; 2025Q1: 417,830 shares; 2025Q2: 41,376 shares; 2025Q3: 427,575 shares; 2025Q4: 171,300 shares 171,300 $6.8M 0.55% -256,275 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 73,643 shares; 2025Q1: 70,378 shares; 2025Q2: 77,076 shares; 2025Q3: 83,576 shares; 2025Q4: 105,167 shares 105,167 $6.73M 0.54% +21,591 Timeline TU TELUS CORPORATION More: the full row for TELUS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 886,811 shares; 2025Q1: 831,475 shares; 2025Q2: 832,462 shares; 2025Q3: 791,188 shares; 2025Q4: 473,648 shares 473,648 $6.72M 0.54% -317,540 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,785 shares; 2025Q1: 14,215 shares; 2025Q2: 14,575 shares; 2025Q3: 16,475 shares; 2025Q4: 19,819 shares 19,819 $5.82M 0.47% +3,344 Timeline ABCL ABCELLERA BIOLOGICS INC More: the full row for ABCELLERA BIOLOGICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,786,414 shares; 2025Q1: 1,786,414 shares; 2025Q2: 1,786,414 shares; 2025Q3: 1,786,414 shares; 2025Q4: 1,786,414 shares 1,786,414 $5.82M 0.47% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,141 shares; 2025Q1: 40,871 shares; 2025Q2: 40,241 shares; 2025Q3: 39,940 shares; 2025Q4: 38,421 shares 38,421 $5.62M 0.45% -1,519 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 52,683 shares; 2025Q1: 51,903 shares; 2025Q2: 53,188 shares; 2025Q3: 52,823 shares; 2025Q4: 56,904 shares 56,904 $5.5M 0.44% +4,081 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 700 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 525 shares; 2025Q4: 8,925 shares 8,925 $5.39M 0.43% +8,400 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 59,273 shares; 2025Q1: 57,347 shares; 2025Q2: 58,847 shares; 2025Q3: 58,212 shares; 2025Q4: 58,062 shares 58,062 $5.39M 0.43% -150 Timeline OTEX OPEN TEXT CORP More: the full row for OPEN TEXT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 185,772 shares; 2025Q1: 203,426 shares; 2025Q2: 209,194 shares; 2025Q3: 213,875 shares; 2025Q4: 225,939 shares 225,939 $5.29M 0.42% +12,064 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 119,400 shares 119,400 $5.1M 0.41% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47,351 shares; 2025Q1: 47,095 shares; 2025Q2: 44,740 shares; 2025Q3: 42,885 shares; 2025Q4: 42,245 shares 42,245 $5.05M 0.4% -640 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,273 shares; 2025Q1: 13,958 shares; 2025Q2: 15,301 shares; 2025Q3: 14,016 shares; 2025Q4: 20,906 shares 20,906 $4.86M 0.39% +6,890 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,971 shares; 2025Q1: 14,883 shares; 2025Q2: 13,641 shares; 2025Q3: 14,152 shares; 2025Q4: 17,562 shares 17,562 $4.83M 0.39% +3,410 Timeline TFII TFI INTERNATIONAL INC More: the full row for TFI INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,960 shares 37,960 $4.62M 0.37% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,173 shares; 2025Q4: 14,517 shares 14,517 $4.3M 0.35% +13,344 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 317,513 shares; 2025Q1: 226,579 shares; 2025Q2: 158,399 shares; 2025Q3: 154,376 shares; 2025Q4: 158,788 shares 158,788 $4.16M 0.33% +4,412 Timeline JXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52,100 shares 52,100 $4.1M 0.33% new Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,981 shares; 2025Q1: 13,816 shares; 2025Q2: 14,366 shares; 2025Q3: 16,245 shares; 2025Q4: 23,515 shares 23,515 $4.08M 0.33% +7,270 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,829 shares; 2025Q1: 30,083 shares; 2025Q2: 28,868 shares; 2025Q3: 27,199 shares; 2025Q4: 26,691 shares 26,691 $3.96M 0.32% -508 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,665 shares; 2025Q1: 12,460 shares; 2025Q2: 12,445 shares; 2025Q3: 12,125 shares; 2025Q4: 11,575 shares 11,575 $3.85M 0.31% -550 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,187 shares; 2025Q1: 5,417 shares; 2025Q2: 3,988 shares; 2025Q3: 4,000 shares; 2025Q4: 3,830 shares 3,830 $3.83M 0.31% -170 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,380 shares; 2025Q1: 32,010 shares; 2025Q2: 32,432 shares; 2025Q3: 32,625 shares; 2025Q4: 32,890 shares 32,890 $3.51M 0.28% +265 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 127,391 shares; 2025Q1: 128,738 shares; 2025Q2: 130,552 shares; 2025Q3: 134,363 shares; 2025Q4: 74,540 shares 74,540 $3.51M 0.28% -59,823 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,724 shares; 2025Q1: 14,573 shares; 2025Q2: 14,406 shares; 2025Q3: 14,315 shares; 2025Q4: 15,246 shares 15,246 $3.34M 0.27% +931 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,768 shares 45,768 $3.23M 0.26% new Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 38,525 shares; 2025Q1: 40,125 shares; 2025Q2: 40,325 shares; 2025Q3: 34,975 shares; 2025Q4: 35,825 shares 35,825 $3.16M 0.25% +850 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 85,000 shares 85,000 $3.16M 0.25% new Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,927 shares; 2025Q1: 14,492 shares; 2025Q2: 13,619 shares; 2025Q3: 13,356 shares; 2025Q4: 17,331 shares 17,331 $2.92M 0.23% +3,975 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,000 shares 30,000 $2.79M 0.22% new Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,375 shares; 2025Q1: 32,345 shares; 2025Q2: 32,020 shares; 2025Q3: 26,080 shares; 2025Q4: 24,300 shares 24,300 $2.78M 0.22% -1,780 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,161 shares; 2025Q1: not reported; 2025Q2: 15,071 shares; 2025Q3: 18,121 shares; 2025Q4: 20,671 shares 20,671 $2.76M 0.22% +2,550 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,000 shares 46,000 $2.7M 0.22% new Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 60,291 shares; 2025Q1: 53,246 shares; 2025Q2: 47,146 shares; 2025Q3: 45,231 shares; 2025Q4: 129,804 shares 129,804 $2.62M 0.21% +84,573 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,718 shares; 2025Q1: 4,027 shares; 2025Q2: 4,001 shares; 2025Q3: 4,003 shares; 2025Q4: 5,163 shares 5,163 $2.59M 0.21% +1,160 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,475 shares; 2025Q1: 7,450 shares; 2025Q2: 7,350 shares; 2025Q3: 6,953 shares; 2025Q4: 7,884 shares 7,884 $2.42M 0.19% +931 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,730 shares; 2025Q1: 4,820 shares; 2025Q2: 4,905 shares; 2025Q3: 4,967 shares; 2025Q4: 5,445 shares 5,445 $2.42M 0.19% +478 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 343 shares; 2025Q1: 343 shares; 2025Q2: 1,818 shares; 2025Q3: 1,823 shares; 2025Q4: 2,115 shares 2,115 $2.27M 0.18% +292 Timeline FCG 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 92,600 shares 92,600 $2.17M 0.17% new Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 374 shares; 2025Q1: 350 shares; 2025Q2: 331 shares; 2025Q3: 329 shares; 2025Q4: 471 shares 471 $2.16M 0.17% +142 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,135 shares; 2025Q4: 13,635 shares 13,635 $2.16M 0.17% +4,500 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,525 shares; 2025Q4: 9,175 shares 9,175 $2.16M 0.17% +650 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 68,500 shares; 2025Q2: 68,900 shares; 2025Q3: 43,400 shares; 2025Q4: 35,100 shares 35,100 $2.12M 0.17% -8,300 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 102,300 shares 102,300 $2.04M 0.16% new Timeline XLV 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,000 shares 13,000 $2.03M 0.16% new Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 578 shares; 2025Q4: 4,278 shares 4,278 $1.94M 0.16% +3,700 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,912 shares; 2025Q1: 21,021 shares; 2025Q2: 20,443 shares; 2025Q3: 20,466 shares; 2025Q4: 20,129 shares 20,129 $1.88M 0.15% -337 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,300 shares; 2025Q2: 3,675 shares; 2025Q3: 2,675 shares; 2025Q4: 2,000 shares 2,000 $1.82M 0.15% -675 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 128,651 shares; 2025Q1: 146,711 shares; 2025Q2: 67,295 shares; 2025Q3: 67,305 shares; 2025Q4: 67,405 shares 67,405 $1.8M 0.14% +100 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 80,000 shares 80,000 $1.74M 0.14% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,855 shares; 2025Q1: 16,620 shares; 2025Q2: 16,620 shares; 2025Q3: 16,420 shares; 2025Q4: 15,720 shares 15,720 $1.72M 0.14% -700 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,850 shares; 2025Q4: 15,450 shares 15,450 $1.68M 0.13% +2,600 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,023 shares; 2025Q1: 29,930 shares; 2025Q2: 30,130 shares; 2025Q3: 30,045 shares; 2025Q4: 29,432 shares 29,432 $1.64M 0.13% -613 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,690 shares; 2025Q2: 23,690 shares; 2025Q3: 20,632 shares; 2025Q4: 22,032 shares 22,032 $1.62M 0.13% +1,400 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,966 shares; 2025Q1: 19,156 shares; 2025Q2: 19,634 shares; 2025Q3: 20,338 shares; 2025Q4: 20,041 shares 20,041 $1.59M 0.13% -297 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,300 shares; 2025Q4: 9,100 shares 9,100 $1.5M 0.12% +2,800 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,695 shares; 2025Q1: 2,695 shares; 2025Q2: 2,695 shares; 2025Q3: 2,695 shares; 2025Q4: 12,574 shares 12,574 $1.48M 0.12% +9,879 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,654 shares 18,654 $1.47M 0.12% new Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,000 shares 17,000 $1.47M 0.12% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 62,165 shares; 2025Q1: 67,015 shares; 2025Q2: 68,374 shares; 2025Q3: 23,374 shares; 2025Q4: 21,974 shares 21,974 $1.36M 0.11% -1,400 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,000 shares 5,000 $1.35M 0.11% new Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,775 shares; 2025Q1: 5,725 shares; 2025Q2: 5,725 shares; 2025Q3: 5,725 shares; 2025Q4: 7,440 shares 7,440 $1.34M 0.11% +1,715 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,977 shares; 2025Q1: 5,882 shares; 2025Q2: 5,739 shares; 2025Q3: 5,708 shares; 2025Q4: 6,892 shares 6,892 $1.3M 0.1% +1,184 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,600 shares 26,600 $1.29M 0.1% new Timeline GIB CGI INC More: the full row for CGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,846 shares; 2025Q1: 14,536 shares; 2025Q2: 13,726 shares; 2025Q3: 19,575 shares; 2025Q4: 15,591 shares 15,591 $1.28M 0.1% -3,984 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,625 shares; 2025Q1: 13,550 shares; 2025Q2: 14,060 shares; 2025Q3: 11,276 shares; 2025Q4: 11,053 shares 11,053 $1.26M 0.1% -223 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,175 shares; 2025Q1: 2,140 shares; 2025Q2: 2,140 shares; 2025Q3: 2,140 shares; 2025Q4: 8,140 shares 8,140 $1.24M 0.1% +6,000 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,710 shares; 2025Q1: 4,570 shares; 2025Q2: 4,540 shares; 2025Q3: 4,540 shares; 2025Q4: 5,080 shares 5,080 $1.19M 0.1% +540 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,000 shares 16,000 $1.17M 0.09% new Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,840 shares; 2025Q2: 7,644 shares; 2025Q3: 9,800 shares; 2025Q4: 8,380 shares 8,380 $1.17M 0.09% -1,420 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,016 shares; 2025Q1: 5,946 shares; 2025Q2: 3,512 shares; 2025Q3: 3,512 shares; 2025Q4: 3,412 shares 3,412 $1.16M 0.09% -100 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,905 shares; 2025Q1: 11,807 shares; 2025Q2: 10,681 shares; 2025Q3: 7,654 shares; 2025Q4: 13,796 shares 13,796 $1.14M 0.09% +6,142 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,531 shares 1,531 $1.14M 0.09% new Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 165,000 shares 165,000 $1.12M 0.09% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,209 shares 6,209 $1.12M 0.09% new Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,000 shares 30,000 $1.11M 0.09% new Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $1.11M 0.09% new Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,584 shares; 2025Q1: 8,694 shares; 2025Q2: 9,453 shares; 2025Q3: 8,298 shares; 2025Q4: 12,127 shares 12,127 $1.11M 0.09% +3,829 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,800 shares; 2025Q3: 5,700 shares; 2025Q4: 7,600 shares 7,600 $1.08M 0.09% +1,900 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,561 shares; 2025Q1: 4,112 shares; 2025Q2: 3,647 shares; 2025Q3: 3,647 shares; 2025Q4: 3,647 shares 3,647 $1.07M 0.09% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,568 shares 1,568 $950K 0.08% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,500 shares; 2025Q1: 9,375 shares; 2025Q2: 9,250 shares; 2025Q3: 9,250 shares; 2025Q4: 14,250 shares 14,250 $928K 0.07% +5,000 Timeline TAC TRANSALTA CORP More: the full row for TRANSALTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 79,328 shares; 2025Q1: 75,954 shares; 2025Q2: 74,955 shares; 2025Q3: 73,008 shares; 2025Q4: 72,055 shares 72,055 $903K 0.07% -953 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 795 shares; 2025Q1: 695 shares; 2025Q2: 660 shares; 2025Q3: 1,888 shares; 2025Q4: 2,310 shares 2,310 $894K 0.07% +422 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,975 shares; 2025Q1: 1,975 shares; 2025Q2: 1,975 shares; 2025Q3: 1,975 shares; 2025Q4: 2,594 shares 2,594 $874K 0.07% +619 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,838 shares; 2025Q1: 22,188 shares; 2025Q2: 22,188 shares; 2025Q3: 18,906 shares; 2025Q4: 20,895 shares 20,895 $868K 0.07% +1,989 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,549 shares; 2025Q1: 14,549 shares; 2025Q2: 14,649 shares; 2025Q3: 14,049 shares; 2025Q4: 15,164 shares 15,164 $837K 0.07% +1,115 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,050 shares; 2025Q1: 1,050 shares; 2025Q2: 1,108 shares; 2025Q3: 1,099 shares; 2025Q4: 3,349 shares 3,349 $836K 0.07% +2,250 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,000 shares 11,000 $795K 0.06% new Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,012 shares; 2025Q1: 1,002 shares; 2025Q2: 997 shares; 2025Q3: 1,182 shares; 2025Q4: 1,137 shares 1,137 $758K 0.06% -45 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,000 shares 7,000 $743K 0.06% new Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,524 shares; 2025Q1: 7,314 shares; 2025Q2: 7,129 shares; 2025Q3: 6,912 shares; 2025Q4: 7,421 shares 7,421 $738K 0.06% +509 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,794 shares; 2025Q1: 1,723 shares; 2025Q2: 1,758 shares; 2025Q3: 2,109 shares; 2025Q4: 2,170 shares 2,170 $713K 0.06% +61 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,495 shares; 2025Q1: 3,445 shares; 2025Q2: 3,410 shares; 2025Q3: 3,410 shares; 2025Q4: 7,515 shares 7,515 $708K 0.06% +4,105 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,250 shares; 2025Q1: 2,513 shares; 2025Q2: 1,663 shares; 2025Q3: not reported; 2025Q4: 5,065 shares 5,065 $707K 0.06% new Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,400 shares 3,400 $699K 0.06% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares 1,000 $692K 0.06% new Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,116 shares; 2025Q1: 2,116 shares; 2025Q2: 2,384 shares; 2025Q3: 2,329 shares; 2025Q4: 4,373 shares 4,373 $685K 0.05% +2,044 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,600 shares 1,600 $662K 0.05% new Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,400 shares; 2025Q3: 13,400 shares; 2025Q4: 12,400 shares 12,400 $661K 0.05% -1,000 Timeline AQN ALGONQUIN POWER & UTILITIES More: the full row for ALGONQUIN POWER & UTILITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 146,523 shares; 2025Q1: 127,496 shares; 2025Q2: 108,521 shares; 2025Q3: 103,276 shares; 2025Q4: 98,696 shares 98,696 $644K 0.05% -4,580 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,787 shares; 2025Q1: 6,790 shares; 2025Q2: 7,892 shares; 2025Q3: 8,151 shares; 2025Q4: 9,188 shares 9,188 $643K 0.05% +1,037 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,601 shares; 2025Q1: 1,596 shares; 2025Q2: 1,798 shares; 2025Q3: 1,791 shares; 2025Q4: 1,715 shares 1,715 $615K 0.05% -76 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,010 shares; 2025Q1: 2,882 shares; 2025Q2: 3,007 shares; 2025Q3: 3,007 shares; 2025Q4: 5,306 shares 5,306 $583K 0.05% +2,299 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,655 shares; 2025Q1: 5,655 shares; 2025Q2: 5,655 shares; 2025Q3: 5,655 shares; 2025Q4: 7,155 shares 7,155 $579K 0.05% +1,500 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,711 shares 10,711 $511K 0.04% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,475 shares; 2025Q1: 1,475 shares; 2025Q2: 1,475 shares; 2025Q3: 1,475 shares; 2025Q4: 2,150 shares 2,150 $484K 0.04% +675 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,600 shares; 2025Q1: 6,200 shares; 2025Q2: 6,200 shares; 2025Q3: 5,700 shares; 2025Q4: 5,700 shares 5,700 $478K 0.04% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,375 shares; 2025Q1: 1,370 shares; 2025Q2: 1,370 shares; 2025Q3: 880 shares; 2025Q4: 1,125 shares 1,125 $455K 0.04% +245 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,098 shares 4,098 $441K 0.04% new Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,099 shares; 2025Q1: 6,815 shares; 2025Q2: 6,814 shares; 2025Q3: 7,374 shares; 2025Q4: 8,793 shares 8,793 $431K 0.03% +1,419 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,976 shares 1,976 $429K 0.03% new Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,863 shares; 2025Q1: 5,213 shares; 2025Q2: 4,814 shares; 2025Q3: 4,814 shares; 2025Q4: 5,252 shares 5,252 $423K 0.03% +438 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,974 shares 1,974 $419K 0.03% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 427 shares; 2025Q1: 470 shares; 2025Q2: 500 shares; 2025Q3: 565 shares; 2025Q4: 661 shares 661 $416K 0.03% +96 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,336 shares; 2025Q1: 2,231 shares; 2025Q2: 1,681 shares; 2025Q3: 1,640 shares; 2025Q4: 1,692 shares 1,692 $402K 0.03% +52 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,000 shares; 2025Q3: 10,950 shares; 2025Q4: 4,625 shares 4,625 $400K 0.03% -6,325 Timeline SOBO SOUTH BOW CORP More: the full row for SOUTH BOW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,658 shares; 2025Q1: 17,975 shares; 2025Q2: 15,795 shares; 2025Q3: 14,314 shares; 2025Q4: 13,961 shares 13,961 $399K 0.03% -353 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,224 shares 5,224 $393K 0.03% new Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,005 shares 1,005 $385K 0.03% new Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,977 shares 2,977 $382K 0.03% new Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,595 shares; 2025Q1: 6,595 shares; 2025Q2: 6,745 shares; 2025Q3: 6,745 shares; 2025Q4: 7,446 shares 7,446 $376K 0.03% +701 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,543 shares 4,543 $364K 0.03% new Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,873 shares 8,873 $362K 0.03% new Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 72,153 shares; 2025Q1: 84,695 shares; 2025Q2: 70,616 shares; 2025Q3: 70,616 shares; 2025Q4: 3,300 shares 3,300 $361K 0.03% -67,316 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,788 shares 6,788 $360K 0.03% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,842 shares 1,842 $360K 0.03% new Timeline LQDH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,619 shares; 2025Q1: 3,544 shares; 2025Q2: 3,834 shares; 2025Q3: 3,834 shares; 2025Q4: 3,727 shares 3,727 $347K 0.03% -107 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,450 shares; 2025Q1: 13,450 shares; 2025Q2: 13,450 shares; 2025Q3: 13,450 shares; 2025Q4: 12,450 shares 12,450 $347K 0.03% -1,000 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,195 shares; 2025Q1: 2,195 shares; 2025Q2: 2,130 shares; 2025Q3: 2,130 shares; 2025Q4: 2,090 shares 2,090 $342K 0.03% -40 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,607 shares 1,607 $338K 0.03% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,387 shares 3,387 $334K 0.03% new Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000 $291K 0.02% 0 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,710 shares; 2025Q1: 5,035 shares; 2025Q2: 5,035 shares; 2025Q3: 5,135 shares; 2025Q4: 4,435 shares 4,435 $282K 0.02% -700 Timeline PDS PRECISION DRILLING CORP More: the full row for PRECISION DRILLING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,394 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,372 shares 3,372 $281K 0.02% new Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 686 shares 686 $281K 0.02% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,871 shares 2,871 $277K 0.02% new Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,225 shares; 2025Q1: 1,970 shares; 2025Q2: 1,710 shares; 2025Q3: not reported; 2025Q4: 721 shares 721 $276K 0.02% new Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,750 shares; 2025Q1: 12,750 shares; 2025Q2: 12,750 shares; 2025Q3: 12,750 shares; 2025Q4: 12,750 shares 12,750 $272K 0.02% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,655 shares; 2025Q1: 9,620 shares; 2025Q2: 9,340 shares; 2025Q3: 9,340 shares; 2025Q4: 9,340 shares 9,340 $254K 0.02% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,680 shares; 2025Q1: 2,510 shares; 2025Q2: 2,410 shares; 2025Q3: not reported; 2025Q4: 2,149 shares 2,149 $250K 0.02% new Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 850 shares 850 $249K 0.02% new Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,600 shares; 2025Q1: 1,715 shares; 2025Q2: 1,325 shares; 2025Q3: 1,300 shares; 2025Q4: 1,500 shares 1,500 $243K 0.02% +200 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,598 shares 5,598 $239K 0.02% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,319 shares 2,319 $236K 0.02% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,740 shares; 2025Q4: 1,740 shares 1,740 $226K 0.02% 0 Timeline RHP RYMAN HOSPITALITY PPTYS INC More: the full row for RYMAN HOSPITALITY PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,279 shares 2,279 $219K 0.02% new Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,700 shares; 2025Q4: 2,700 shares 2,700 $216K 0.02% -8,000 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,272 shares 2,272 $216K 0.02% new Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,598 shares; 2025Q4: 1,500 shares 1,500 $210K 0.02% -98 Timeline LEGN LEGEND BIOTECH CORP More: the full row for LEGEND BIOTECH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,500 shares 12,500 $208K 0.02% new Timeline