AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 585,115 shares; 2024Q4: 555,435 shares; 2025Q1: 535,285 shares; 2025Q2: 553,357 shares; 2025Q3: 524,838 shares 524,838 $134M 6.34% -28,519 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,462 shares; 2024Q4: 179,318 shares; 2025Q1: 164,129 shares; 2025Q2: 166,688 shares; 2025Q3: 159,623 shares 159,623 $117M 5.56% -7,065 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,627 shares; 2024Q4: 227,184 shares; 2025Q1: 223,533 shares; 2025Q2: 211,949 shares; 2025Q3: 207,004 shares 207,004 $107M 5.09% -4,945 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 374,591 shares; 2024Q4: 351,691 shares; 2025Q1: 344,723 shares; 2025Q2: 341,448 shares; 2025Q3: 370,830 shares 370,830 $90.1M 4.28% +29,382 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 493,745 shares; 2024Q4: 474,230 shares; 2025Q1: 470,255 shares; 2025Q2: 463,926 shares; 2025Q3: 456,240 shares 456,240 $85.1M 4.04% -7,686 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 332,597 shares; 2024Q4: 349,206 shares; 2025Q1: 332,236 shares; 2025Q2: 351,012 shares; 2025Q3: 327,200 shares 327,200 $71.8M 3.41% -23,812 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,620 shares; 2024Q4: 65,118 shares; 2025Q1: 65,960 shares; 2025Q2: 64,586 shares; 2025Q3: 64,644 shares 64,644 $59.8M 2.84% +58 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: 92,209 shares; 2024Q4: 86,297 shares; 2025Q1: 79,211 shares; 2025Q2: 78,773 shares; 2025Q3: 77,330 shares 77,330 $52.8M 2.5% -1,443 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,802 shares; 2024Q4: 221,284 shares; 2025Q1: 207,439 shares; 2025Q2: 201,676 shares; 2025Q3: 212,428 shares 212,428 $51.7M 2.45% +10,752 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,289,557 shares; 2024Q4: 2,340,942 shares; 2025Q1: 2,482,374 shares; 2025Q2: 2,597,716 shares; 2025Q3: 2,556,819 shares 2,556,819 $40.9M 1.94% -40,897 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,915 shares; 2024Q4: 47,405 shares; 2025Q1: 46,900 shares; 2025Q2: 50,362 shares; 2025Q3: 51,785 shares 51,785 $37.2M 1.76% +1,423 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,787 shares; 2024Q4: 99,605 shares; 2025Q1: 106,192 shares; 2025Q2: 110,596 shares; 2025Q3: 110,838 shares 110,838 $36.8M 1.75% +242 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,623 shares; 2024Q4: 78,603 shares; 2025Q1: 79,702 shares; 2025Q2: 79,000 shares; 2025Q3: 78,822 shares 78,822 $36M 1.71% -178 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,527 shares; 2024Q4: 47,670 shares; 2025Q1: 47,535 shares; 2025Q2: 47,165 shares; 2025Q3: 47,038 shares 47,038 $35.9M 1.7% -127 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,783 shares; 2024Q4: 14,711 shares; 2025Q1: 13,931 shares; 2025Q2: 14,653 shares; 2025Q3: 14,821 shares 14,821 $34.6M 1.64% +168 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: 114,928 shares; 2024Q4: 129,551 shares; 2025Q1: 166,335 shares; 2025Q2: 237,725 shares; 2025Q3: 238,950 shares 238,950 $33.9M 1.61% +1,225 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: 89,355 shares; 2024Q4: 88,048 shares; 2025Q1: 89,629 shares; 2025Q2: 89,186 shares; 2025Q3: 95,506 shares 95,506 $33.7M 1.6% +6,320 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,023 shares; 2024Q4: 174,854 shares; 2025Q1: 174,876 shares; 2025Q2: 188,210 shares; 2025Q3: 188,095 shares 188,095 $31.7M 1.5% -115 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,488 shares; 2024Q4: 134,785 shares; 2025Q1: 135,115 shares; 2025Q2: 134,446 shares; 2025Q3: 134,001 shares 134,001 $29.6M 1.4% -445 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,939 shares; 2025Q1: 125,205 shares; 2025Q2: 238,759 shares; 2025Q3: 259,235 shares 259,235 $29.1M 1.38% +20,476 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,444 shares; 2024Q4: 112,311 shares; 2025Q1: 117,431 shares; 2025Q2: 133,188 shares; 2025Q3: 133,612 shares 133,612 $26.1M 1.24% +424 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,844 shares; 2024Q4: 87,536 shares; 2025Q1: 87,531 shares; 2025Q2: 87,496 shares; 2025Q3: 87,841 shares 87,841 $25.8M 1.22% +345 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,475 shares; 2024Q4: 9,375 shares; 2025Q1: 9,275 shares; 2025Q2: 30,236 shares; 2025Q3: 69,385 shares 69,385 $24M 1.14% +39,149 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,160 shares; 2024Q4: 131,893 shares; 2025Q1: 131,668 shares; 2025Q2: 130,593 shares; 2025Q3: 131,808 shares 131,808 $23.6M 1.12% +1,215 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: 181,450 shares; 2024Q4: 181,007 shares; 2025Q1: 181,951 shares; 2025Q2: 181,435 shares; 2025Q3: 181,430 shares 181,430 $23M 1.09% -5 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,336 shares; 2024Q4: 121,137 shares; 2025Q1: 122,613 shares; 2025Q2: 121,438 shares; 2025Q3: 120,897 shares 120,897 $22.2M 1.05% -541 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,602 shares; 2024Q4: 137,095 shares; 2025Q1: 139,070 shares; 2025Q2: 134,493 shares; 2025Q3: 129,588 shares 129,588 $21.6M 1.02% -4,905 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,801 shares; 2024Q4: 3,804 shares; 2025Q1: 3,833 shares; 2025Q2: 3,818 shares; 2025Q3: 3,825 shares 3,825 $20.7M 0.98% +7 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,377 shares; 2024Q4: 92,607 shares; 2025Q1: 92,764 shares; 2025Q2: 92,132 shares; 2025Q3: 83,554 shares 83,554 $20.6M 0.98% -8,578 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,425 shares; 2024Q4: 63,030 shares; 2025Q1: 64,550 shares; 2025Q2: 64,119 shares; 2025Q3: 64,124 shares 64,124 $20.4M 0.97% +5 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,464 shares; 2024Q4: 85,591 shares; 2025Q1: 93,424 shares; 2025Q2: 80,141 shares; 2025Q3: 80,511 shares 80,511 $20.2M 0.96% +370 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,495 shares; 2024Q4: 127,010 shares; 2025Q1: 182,194 shares; 2025Q2: 213,057 shares; 2025Q3: 205,221 shares 205,221 $20.1M 0.95% -7,836 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,438 shares; 2024Q4: 64,346 shares; 2025Q1: 66,137 shares; 2025Q2: 66,306 shares; 2025Q3: 66,609 shares 66,609 $18.7M 0.89% +303 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,074 shares; 2024Q4: 66,719 shares; 2025Q1: 67,339 shares; 2025Q2: 67,804 shares; 2025Q3: 67,769 shares 67,769 $18.6M 0.88% -35 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,087 shares; 2024Q4: 71,350 shares; 2025Q1: 72,244 shares; 2025Q2: 95,505 shares; 2025Q3: 96,164 shares 96,164 $17.8M 0.85% +659 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,401 shares; 2024Q4: 47,806 shares; 2025Q1: 47,731 shares; 2025Q2: 48,100 shares; 2025Q3: 47,213 shares 47,213 $16.1M 0.76% -887 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: 30,850 shares; 2024Q4: 31,010 shares; 2025Q1: 31,925 shares; 2025Q2: 31,915 shares; 2025Q3: 32,040 shares 32,040 $15.7M 0.75% +125 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,170 shares; 2024Q4: 34,052 shares; 2025Q1: 46,407 shares; 2025Q2: 70,234 shares; 2025Q3: 72,214 shares 72,214 $15.4M 0.73% +1,980 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,511 shares; 2024Q4: 39,856 shares; 2025Q1: 40,046 shares; 2025Q2: 40,242 shares; 2025Q3: 40,492 shares 40,492 $15M 0.71% +250 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,815 shares; 2024Q4: 33,785 shares; 2025Q1: 34,805 shares; 2025Q2: 34,252 shares; 2025Q3: 34,252 shares 34,252 $14.5M 0.69% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,828 shares; 2024Q4: 82,981 shares; 2025Q1: 85,656 shares; 2025Q2: 94,948 shares; 2025Q3: 98,821 shares 98,821 $14.3M 0.68% +3,873 Timeline RDDT REDDIT INC More: the full row for REDDIT 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: 11,867 shares; 2025Q2: 59,992 shares; 2025Q3: 60,945 shares 60,945 $14M 0.66% +953 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44,390 shares; 2025Q1: 120,839 shares; 2025Q2: 201,194 shares; 2025Q3: 687,379 shares 687,379 $13.1M 0.62% +486,185 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,732 shares; 2024Q4: 55,217 shares; 2025Q1: 56,192 shares; 2025Q2: 55,845 shares; 2025Q3: 54,867 shares 54,867 $13M 0.62% -978 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,625 shares; 2024Q4: 28,625 shares; 2025Q1: 28,625 shares; 2025Q2: 28,625 shares; 2025Q3: 28,625 shares 28,625 $12.8M 0.61% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,390 shares; 2024Q4: 121,470 shares; 2025Q1: 124,665 shares; 2025Q2: 248,603 shares; 2025Q3: 252,503 shares 252,503 $12.4M 0.59% +3,900 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,035 shares; 2024Q4: 153,035 shares; 2025Q1: 152,485 shares; 2025Q2: 150,785 shares; 2025Q3: 150,785 shares 150,785 $12.3M 0.58% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,278 shares; 2024Q4: 117,253 shares; 2025Q1: 117,453 shares; 2025Q2: 117,003 shares; 2025Q3: 117,003 shares 117,003 $12.1M 0.57% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,809 shares; 2024Q4: 23,504 shares; 2025Q1: 20,813 shares; 2025Q2: 20,555 shares; 2025Q3: 20,004 shares 20,004 $11.4M 0.54% -551 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: 167,854 shares; 2024Q4: 161,574 shares; 2025Q1: 159,854 shares; 2025Q2: 158,539 shares; 2025Q3: 145,664 shares 145,664 $11.3M 0.54% -12,875 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,577 shares; 2024Q4: 47,946 shares; 2025Q1: 47,946 shares; 2025Q2: 47,692 shares; 2025Q3: 47,682 shares 47,682 $11M 0.52% -10 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: 51,850 shares; 2024Q4: 51,850 shares; 2025Q1: 51,850 shares; 2025Q2: 190,183 shares; 2025Q3: 335,017 shares 335,017 $10.8M 0.51% +144,834 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,620 shares; 2024Q4: 196,665 shares; 2025Q1: 234,940 shares; 2025Q2: 279,685 shares; 2025Q3: 286,770 shares 286,770 $10.5M 0.5% +7,085 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,379 shares; 2024Q4: 82,304 shares; 2025Q1: 82,204 shares; 2025Q2: 81,817 shares; 2025Q3: 82,017 shares 82,017 $10.5M 0.5% +200 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: 13,099 shares; 2024Q4: 13,074 shares; 2025Q1: 13,074 shares; 2025Q2: 13,002 shares; 2025Q3: 10,824 shares 10,824 $10.3M 0.49% -2,178 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,240 shares; 2024Q4: 47,590 shares; 2025Q1: 47,845 shares; 2025Q2: 46,240 shares; 2025Q3: 46,240 shares 46,240 $10.1M 0.48% 0 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: 24,264 shares; 2024Q4: 50,846 shares; 2025Q1: 74,530 shares; 2025Q2: 53,997 shares; 2025Q3: 58,911 shares 58,911 $9.98M 0.47% +4,914 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,760 shares; 2024Q4: 178,493 shares; 2025Q1: 148,373 shares; 2025Q2: 146,380 shares; 2025Q3: 147,380 shares 147,380 $9.88M 0.47% +1,000 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,890 shares; 2025Q1: 51,100 shares; 2025Q2: 75,640 shares; 2025Q3: 80,945 shares 80,945 $9.83M 0.47% +5,305 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,103 shares; 2024Q4: 140,907 shares; 2025Q1: 140,172 shares; 2025Q2: 115,238 shares; 2025Q3: 109,541 shares 109,541 $9.6M 0.46% -5,697 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,150 shares; 2025Q2: 49,515 shares; 2025Q3: 91,965 shares 91,965 $9.21M 0.44% +42,450 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: 26,618 shares; 2024Q4: 26,543 shares; 2025Q1: 26,593 shares; 2025Q2: 26,393 shares; 2025Q3: 25,868 shares 25,868 $7.77M 0.37% -525 Timeline CCC CCC INTELLIGENT SOLUTIONS HL More: the full row for CCC INTELLIGENT SOLUTIONS HL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 334,220 shares; 2024Q4: 515,820 shares; 2025Q1: 551,720 shares; 2025Q2: 786,825 shares; 2025Q3: 840,125 shares 840,125 $7.65M 0.36% +53,300 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: 17,637 shares; 2024Q4: 16,172 shares; 2025Q1: 16,392 shares; 2025Q2: 16,250 shares; 2025Q3: 16,250 shares 16,250 $7.43M 0.35% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,581 shares; 2024Q4: 35,531 shares; 2025Q1: 35,470 shares; 2025Q2: 34,567 shares; 2025Q3: 25,898 shares 25,898 $7.31M 0.35% -8,669 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,174 shares; 2024Q4: 88,876 shares; 2025Q1: 90,161 shares; 2025Q2: 91,026 shares; 2025Q3: 49,846 shares 49,846 $7.29M 0.35% -41,180 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,184 shares; 2024Q4: 62,599 shares; 2025Q1: 66,744 shares; 2025Q2: 59,159 shares; 2025Q3: 59,409 shares 59,409 $7.28M 0.35% +250 Timeline FVRR FIVERR INTL LTD More: the full row for FIVERR INTL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,135 shares; 2024Q4: 255,425 shares; 2025Q1: 276,480 shares; 2025Q2: 277,390 shares; 2025Q3: 292,280 shares 292,280 $7.13M 0.34% +14,890 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,533 shares; 2024Q4: 15,716 shares; 2025Q1: 16,111 shares; 2025Q2: 16,066 shares; 2025Q3: 16,028 shares 16,028 $6.49M 0.31% -38 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 51,000 shares 51,000 $6.39M 0.3% 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: 25,754 shares; 2024Q4: 31,480 shares; 2025Q1: 36,180 shares; 2025Q2: 38,860 shares; 2025Q3: 39,080 shares 39,080 $6.32M 0.3% +220 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,021 shares; 2024Q4: 13,106 shares; 2025Q1: 13,206 shares; 2025Q2: 12,987 shares; 2025Q3: 12,547 shares 12,547 $5.96M 0.28% -440 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 218,488 shares; 2025Q3: 299,656 shares 299,656 $5.85M 0.28% +81,168 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,692 shares; 2024Q4: 22,740 shares; 2025Q1: 10,867 shares; 2025Q2: 11,001 shares; 2025Q3: 11,446 shares 11,446 $5.75M 0.27% +445 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,687 shares; 2024Q4: 18,957 shares; 2025Q1: 40,663 shares; 2025Q2: 47,007 shares; 2025Q3: 47,082 shares 47,082 $5.71M 0.27% +75 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: 43,762 shares; 2024Q4: 43,236 shares; 2025Q1: 41,045 shares; 2025Q2: 29,112 shares; 2025Q3: 22,862 shares 22,862 $5.39M 0.26% -6,250 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,660 shares; 2024Q4: 71,527 shares; 2025Q1: 72,534 shares; 2025Q2: 72,607 shares; 2025Q3: 73,700 shares 73,700 $5.04M 0.24% +1,093 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,489 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,499 shares; 2025Q3: 149,996 shares 149,996 $5.03M 0.24% +134,497 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,281 shares; 2025Q2: 5,902 shares; 2025Q3: 7,488 shares 7,488 $4.99M 0.24% +1,586 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,392 shares; 2024Q4: 105,914 shares; 2025Q1: 97,689 shares; 2025Q2: 95,879 shares; 2025Q3: 95,879 shares 95,879 $4.95M 0.23% 0 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: 36,041 shares; 2024Q4: 76,171 shares; 2025Q1: 63,283 shares; 2025Q2: 67,628 shares; 2025Q3: 67,223 shares 67,223 $4.91M 0.23% -405 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,956 shares; 2024Q4: 148,297 shares; 2025Q1: 136,125 shares; 2025Q2: 60,688 shares; 2025Q3: 57,666 shares 57,666 $4.84M 0.23% -3,022 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,042 shares; 2024Q4: 6,192 shares; 2025Q1: 6,692 shares; 2025Q2: 6,316 shares; 2025Q3: 14,981 shares 14,981 $4.73M 0.22% +8,665 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,025 shares; 2024Q4: 32,659 shares; 2025Q1: 13,180 shares; 2025Q2: 5,362 shares; 2025Q3: 22,874 shares 22,874 $4.34M 0.21% +17,512 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,162 shares; 2024Q4: 15,162 shares; 2025Q1: 14,587 shares; 2025Q2: 14,454 shares; 2025Q3: 14,308 shares 14,308 $4.29M 0.2% -146 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,306 shares; 2024Q4: 65,265 shares; 2025Q1: 65,580 shares; 2025Q2: 31,413 shares; 2025Q3: 27,417 shares 27,417 $4.29M 0.2% -3,996 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: 2,000 shares; 2025Q2: not reported; 2025Q3: 61,686 shares 61,686 $4.24M 0.2% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,066 shares; 2024Q4: 53,691 shares; 2025Q1: 53,991 shares; 2025Q2: 51,665 shares; 2025Q3: 51,665 shares 51,665 $4.24M 0.2% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,512 shares; 2024Q4: 60,587 shares; 2025Q1: 70,663 shares; 2025Q2: 59,887 shares; 2025Q3: 58,906 shares 58,906 $4.11M 0.19% -981 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,675 shares; 2024Q4: 14,575 shares; 2025Q1: 14,500 shares; 2025Q2: 14,500 shares; 2025Q3: 14,400 shares 14,400 $4.06M 0.19% -100 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,896 shares; 2024Q4: 39,070 shares; 2025Q1: 25,515 shares; 2025Q2: 24,035 shares; 2025Q3: 24,185 shares 24,185 $4.05M 0.19% +150 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: 42,928 shares; 2024Q4: 42,641 shares; 2025Q1: 43,031 shares; 2025Q2: 42,068 shares; 2025Q3: 41,963 shares 41,963 $4M 0.19% -105 Timeline SHV 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: 43,590 shares; 2024Q4: 34,011 shares; 2025Q1: 34,812 shares; 2025Q2: 34,812 shares; 2025Q3: 35,031 shares 35,031 $3.87M 0.18% +219 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,043 shares; 2024Q4: 14,893 shares; 2025Q1: 14,893 shares; 2025Q2: 14,736 shares; 2025Q3: 12,315 shares 12,315 $3.74M 0.18% -2,421 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,783 shares; 2024Q4: 67,643 shares; 2025Q1: 68,518 shares; 2025Q2: 50,878 shares; 2025Q3: 51,318 shares 51,318 $3.71M 0.18% +440 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: 14,946 shares; 2024Q4: 2,976 shares; 2025Q1: 3,026 shares; 2025Q2: 3,031 shares; 2025Q3: 13,189 shares 13,189 $3.68M 0.17% +10,158 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: 11,745 shares; 2024Q4: 11,695 shares; 2025Q1: 11,770 shares; 2025Q2: 11,730 shares; 2025Q3: 11,630 shares 11,630 $3.65M 0.17% -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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,539 shares; 2024Q4: 57,444 shares; 2025Q1: 39,147 shares; 2025Q2: 45,539 shares; 2025Q3: 43,061 shares 43,061 $3.57M 0.17% -2,478 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,225 shares; 2024Q4: 14,225 shares; 2025Q1: 14,225 shares; 2025Q2: 14,225 shares; 2025Q3: 14,225 shares 14,225 $3.5M 0.17% 0 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,251 shares; 2024Q4: 11,223 shares; 2025Q1: 15,070 shares; 2025Q2: 20,403 shares; 2025Q3: 11,700 shares 11,700 $3.37M 0.16% -8,703 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,728 shares; 2025Q3: 48,066 shares 48,066 $3.3M 0.16% +1,338 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,229 shares; 2024Q4: 24,154 shares; 2025Q1: 24,154 shares; 2025Q2: 24,088 shares; 2025Q3: 24,088 shares 24,088 $3.23M 0.15% 0 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,995 shares; 2024Q4: 61,190 shares; 2025Q1: 60,595 shares; 2025Q2: 56,565 shares; 2025Q3: 56,190 shares 56,190 $3.2M 0.15% -375 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,815 shares; 2024Q4: 30,633 shares; 2025Q1: 26,481 shares; 2025Q2: 23,189 shares; 2025Q3: 22,459 shares 22,459 $3.15M 0.15% -730 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,411 shares; 2024Q4: 40,011 shares; 2025Q1: 39,510 shares; 2025Q2: 38,140 shares; 2025Q3: 37,940 shares 37,940 $3.12M 0.15% -200 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,230 shares; 2024Q4: 9,930 shares; 2025Q1: 9,470 shares; 2025Q2: 9,437 shares; 2025Q3: 9,337 shares 9,337 $3.08M 0.15% -100 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,301 shares 10,301 $2.95M 0.14% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,208 shares; 2024Q4: 3,806 shares; 2025Q1: 4,170 shares; 2025Q2: 4,189 shares; 2025Q3: 2,989 shares 2,989 $2.89M 0.14% -1,200 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,783 shares; 2024Q4: 5,733 shares; 2025Q1: 5,708 shares; 2025Q2: 5,808 shares; 2025Q3: 5,808 shares 5,808 $2.77M 0.13% 0 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,426 shares; 2024Q4: 19,296 shares; 2025Q1: 19,296 shares; 2025Q2: 19,221 shares; 2025Q3: 19,221 shares 19,221 $2.51M 0.12% 0 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: 17,223 shares; 2024Q4: 17,243 shares; 2025Q1: 17,243 shares; 2025Q2: 16,610 shares; 2025Q3: 16,060 shares 16,060 $2.44M 0.12% -550 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,965 shares; 2024Q4: not reported; 2025Q1: 15,898 shares; 2025Q2: 7,915 shares; 2025Q3: 23,968 shares 23,968 $2.4M 0.11% +16,053 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS 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: 17,913 shares 17,913 $2.37M 0.11% new Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,316 shares; 2024Q4: 17,316 shares; 2025Q1: 17,316 shares; 2025Q2: 23,256 shares; 2025Q3: 16,656 shares 16,656 $2.3M 0.11% -6,600 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,795 shares; 2025Q1: 1,795 shares; 2025Q2: 1,780 shares; 2025Q3: 1,780 shares 1,780 $2.08M 0.1% 0 Timeline AMR ALPHA METALLURGICAL RESOUR I More: the full row for ALPHA METALLURGICAL RESOUR 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: 5,810 shares; 2025Q3: 12,341 shares 12,341 $2.03M 0.1% +6,531 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,047 shares; 2024Q4: 17,047 shares; 2025Q1: 19,327 shares; 2025Q2: 17,047 shares; 2025Q3: 17,047 shares 17,047 $1.89M 0.09% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289,107 shares; 2024Q4: 291,597 shares; 2025Q1: 283,872 shares; 2025Q2: 91,966 shares; 2025Q3: 69,166 shares 69,166 $1.88M 0.09% -22,800 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,850 shares; 2024Q4: 51,850 shares; 2025Q1: 52,250 shares; 2025Q2: 52,300 shares; 2025Q3: 46,500 shares 46,500 $1.82M 0.09% -5,800 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,400 shares 50,400 $1.8M 0.09% new Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,244 shares; 2025Q2: 448 shares; 2025Q3: 3,613 shares 3,613 $1.75M 0.08% +3,165 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,986 shares; 2024Q4: 63,034 shares; 2025Q1: 60,444 shares; 2025Q2: 61,444 shares; 2025Q3: 60,444 shares 60,444 $1.71M 0.08% -1,000 Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO 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: 5,144 shares 5,144 $1.66M 0.08% new Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,028 shares; 2024Q4: 14,508 shares; 2025Q1: 14,343 shares; 2025Q2: 6,691 shares; 2025Q3: 7,919 shares 7,919 $1.61M 0.08% +1,228 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,143 shares; 2024Q4: not reported; 2025Q1: 2,000 shares; 2025Q2: 30,700 shares; 2025Q3: 9,000 shares 9,000 $1.61M 0.08% -21,700 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,379 shares; 2025Q2: 2,132 shares; 2025Q3: 4,716 shares 4,716 $1.59M 0.08% +2,584 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,350 shares; 2024Q4: 21,350 shares; 2025Q1: 21,350 shares; 2025Q2: 21,350 shares; 2025Q3: 20,750 shares 20,750 $1.57M 0.07% -600 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,400 shares; 2024Q4: 5,605 shares; 2025Q1: 4,875 shares; 2025Q2: 2,778 shares; 2025Q3: 3,513 shares 3,513 $1.56M 0.07% +735 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: 1,434 shares; 2024Q4: 4,989 shares; 2025Q1: 5,892 shares; 2025Q2: 6,147 shares; 2025Q3: 3,060 shares 3,060 $1.51M 0.07% -3,087 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: 17,865 shares; 2024Q4: 17,865 shares; 2025Q1: 17,865 shares; 2025Q2: 18,065 shares; 2025Q3: 17,790 shares 17,790 $1.5M 0.07% -275 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,577 shares; 2025Q3: 3,546 shares 3,546 $1.47M 0.07% -5,031 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,344 shares; 2024Q4: 9,328 shares; 2025Q1: 9,103 shares; 2025Q2: 9,418 shares; 2025Q3: 9,025 shares 9,025 $1.39M 0.07% -393 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,205 shares; 2024Q4: 7,788 shares; 2025Q1: 8,919 shares; 2025Q2: 8,919 shares; 2025Q3: 8,392 shares 8,392 $1.21M 0.06% -527 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: 23,785 shares; 2024Q4: 22,785 shares; 2025Q1: 18,985 shares; 2025Q2: 20,498 shares; 2025Q3: 18,016 shares 18,016 $1.19M 0.06% -2,482 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,145 shares; 2024Q4: 1,145 shares; 2025Q1: 1,302 shares; 2025Q2: 1,433 shares; 2025Q3: 1,416 shares 1,416 $1.13M 0.05% -17 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: 11,675 shares; 2024Q4: 11,675 shares; 2025Q1: 11,675 shares; 2025Q2: 11,675 shares; 2025Q3: 11,675 shares 11,675 $1.06M 0.05% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,668 shares; 2024Q4: 7,368 shares; 2025Q1: 7,168 shares; 2025Q2: 6,768 shares; 2025Q3: 6,768 shares 6,768 $1.05M 0.05% 0 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,242 shares; 2024Q4: 1,930 shares; 2025Q1: 1,750 shares; 2025Q2: 1,750 shares; 2025Q3: 1,895 shares 1,895 $1.04M 0.05% +145 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: 8,720 shares; 2024Q4: 8,470 shares; 2025Q1: 8,470 shares; 2025Q2: 8,245 shares; 2025Q3: 7,945 shares 7,945 $1.02M 0.05% -300 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,400 shares; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares 2,400 $1.01M 0.05% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,550 shares; 2024Q4: 1,550 shares; 2025Q1: 1,550 shares; 2025Q2: 1,550 shares; 2025Q3: 1,550 shares 1,550 $990K 0.05% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,000 shares 3,000 $969K 0.05% new Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,700 shares; 2024Q4: 10,700 shares; 2025Q1: 10,700 shares; 2025Q2: 10,900 shares; 2025Q3: 10,900 shares 10,900 $951K 0.05% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,640 shares; 2024Q4: 3,740 shares; 2025Q1: 4,040 shares; 2025Q2: 4,040 shares; 2025Q3: 5,365 shares 5,365 $898K 0.04% +1,325 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,588 shares; 2025Q2: 27,637 shares; 2025Q3: 27,821 shares 27,821 $862K 0.04% +184 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: 6,962 shares; 2024Q4: 6,962 shares; 2025Q1: 7,012 shares; 2025Q2: 6,829 shares; 2025Q3: 6,829 shares 6,829 $861K 0.04% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,225 shares; 2024Q4: 4,855 shares; 2025Q1: 5,272 shares; 2025Q2: 4,444 shares; 2025Q3: 1,748 shares 1,748 $848K 0.04% -2,696 Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,659 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,247 shares 3,247 $844K 0.04% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,600 shares; 2024Q4: 5,600 shares; 2025Q1: 5,600 shares; 2025Q2: 5,660 shares; 2025Q3: 5,650 shares 5,650 $840K 0.04% -10 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: 7,300 shares; 2024Q4: 7,300 shares; 2025Q1: 7,300 shares; 2025Q2: 7,300 shares; 2025Q3: 7,300 shares 7,300 $837K 0.04% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,385 shares; 2024Q4: 6,063 shares; 2025Q1: 3,500 shares; 2025Q2: 3,395 shares; 2025Q3: 3,368 shares 3,368 $828K 0.04% -27 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,940 shares; 2024Q4: 8,940 shares; 2025Q1: 8,940 shares; 2025Q2: 8,940 shares; 2025Q3: 10,310 shares 10,310 $824K 0.04% +1,370 Timeline GFF GRIFFON CORP More: the full row for GRIFFON 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: 8,680 shares; 2025Q2: 48,501 shares; 2025Q3: 10,508 shares 10,508 $800K 0.04% -37,993 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF 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: 12,309 shares 12,309 $800K 0.04% new Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,965 shares; 2024Q4: 7,965 shares; 2025Q1: 7,565 shares; 2025Q2: 7,565 shares; 2025Q3: 7,165 shares 7,165 $799K 0.04% -400 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: 6,000 shares 6,000 $791K 0.04% new Timeline TLT 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: 16,512 shares; 2025Q1: 24,939 shares; 2025Q2: 52,670 shares; 2025Q3: 8,832 shares 8,832 $789K 0.04% -43,838 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,400 shares; 2024Q4: 9,400 shares; 2025Q1: 9,400 shares; 2025Q2: 9,400 shares; 2025Q3: 9,400 shares 9,400 $769K 0.04% 0 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,774 shares; 2024Q4: 15,060 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,653 shares 15,653 $735K 0.03% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,314 shares; 2024Q4: 39,104 shares; 2025Q1: 33,405 shares; 2025Q2: 43,513 shares; 2025Q3: 3,050 shares 3,050 $723K 0.03% -40,463 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,620 shares 14,620 $722K 0.03% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,180 shares; 2024Q4: 11,510 shares; 2025Q1: 11,510 shares; 2025Q2: 11,010 shares; 2025Q3: 8,390 shares 8,390 $710K 0.03% -2,620 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,130 shares; 2024Q4: 13,740 shares; 2025Q1: 8,215 shares; 2025Q2: 8,715 shares; 2025Q3: 8,715 shares 8,715 $657K 0.03% 0 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,851 shares 5,851 $648K 0.03% new 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: 855 shares; 2024Q4: 822 shares; 2025Q1: 822 shares; 2025Q2: 797 shares; 2025Q3: 673 shares 673 $619K 0.03% -124 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: 50,060 shares; 2024Q4: 51,909 shares; 2025Q1: 51,185 shares; 2025Q2: 31,999 shares; 2025Q3: 13,722 shares 13,722 $619K 0.03% -18,277 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,200 shares; 2024Q4: 5,200 shares; 2025Q1: 5,200 shares; 2025Q2: 32,892 shares; 2025Q3: 5,370 shares 5,370 $615K 0.03% -27,522 Timeline LPX LOUISIANA PAC CORP More: the full row for LOUISIANA PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,529 shares; 2024Q4: 7,609 shares; 2025Q1: 7,759 shares; 2025Q2: 6,759 shares; 2025Q3: 6,859 shares 6,859 $609K 0.03% +100 Timeline PBE INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,635 shares; 2024Q4: 7,980 shares; 2025Q1: 7,980 shares; 2025Q2: 7,480 shares; 2025Q3: 8,580 shares 8,580 $599K 0.03% +1,100 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: 5,166 shares; 2024Q4: 5,166 shares; 2025Q1: 6,307 shares; 2025Q2: 5,957 shares; 2025Q3: 5,316 shares 5,316 $598K 0.03% -641 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,979 shares; 2024Q4: 4,259 shares; 2025Q1: 4,259 shares; 2025Q2: 3,259 shares; 2025Q3: 3,259 shares 3,259 $595K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,000 shares 3,000 $574K 0.03% new Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,084 shares; 2024Q4: 73,046 shares; 2025Q1: 64,463 shares; 2025Q2: not reported; 2025Q3: 6,835 shares 6,835 $568K 0.03% new Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,823 shares; 2024Q4: 10,823 shares; 2025Q1: 10,723 shares; 2025Q2: 10,078 shares; 2025Q3: 10,078 shares 10,078 $557K 0.03% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 440 shares; 2024Q4: 440 shares; 2025Q1: 440 shares; 2025Q2: 440 shares; 2025Q3: 460 shares 460 $552K 0.03% +20 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,100 shares; 2024Q4: 2,100 shares; 2025Q1: 2,887 shares; 2025Q2: 2,104 shares; 2025Q3: 2,115 shares 2,115 $546K 0.03% +11 Timeline EDU NEW ORIENTAL ED & TECHNOLOGY More: the full row for NEW ORIENTAL ED & TECHNOLOGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares 10,000 $531K 0.03% new Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING 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: 13,374 shares 13,374 $524K 0.02% new Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares 1,500 $519K 0.02% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,367 shares; 2024Q4: 12,485 shares; 2025Q1: 12,367 shares; 2025Q2: 11,782 shares; 2025Q3: 11,766 shares 11,766 $517K 0.02% -16 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,705 shares; 2024Q4: 3,750 shares; 2025Q1: 3,830 shares; 2025Q2: 3,650 shares; 2025Q3: 2,520 shares 2,520 $513K 0.02% -1,130 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares 2,700 $511K 0.02% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,773 shares; 2024Q4: 19,698 shares; 2025Q1: 20,198 shares; 2025Q2: 21,191 shares; 2025Q3: 20,048 shares 20,048 $511K 0.02% -1,143 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,386 shares; 2024Q4: 123,419 shares; 2025Q1: 123,631 shares; 2025Q2: 123,681 shares; 2025Q3: 30,084 shares 30,084 $488K 0.02% -93,597 Timeline COMP COMPASS INC More: the full row for COMPASS 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: 60,000 shares 60,000 $482K 0.02% new Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,475 shares; 2024Q4: 2,475 shares; 2025Q1: 2,475 shares; 2025Q2: 2,475 shares; 2025Q3: 2,475 shares 2,475 $472K 0.02% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,430 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,125 shares 2,125 $459K 0.02% 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: 2,435 shares; 2024Q4: 2,435 shares; 2025Q1: 2,435 shares; 2025Q2: 2,235 shares; 2025Q3: 2,235 shares 2,235 $451K 0.02% 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: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,675 shares; 2025Q2: 1,675 shares; 2025Q3: 1,675 shares 1,675 $437K 0.02% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,458 shares; 2024Q4: 4,458 shares; 2025Q1: 4,458 shares; 2025Q2: 4,458 shares; 2025Q3: 4,458 shares 4,458 $423K 0.02% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,850 shares 2,850 $374K 0.02% new 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: 689 shares; 2024Q4: 689 shares; 2025Q1: 689 shares; 2025Q2: 657 shares; 2025Q3: 657 shares 657 $369K 0.02% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 480 shares; 2025Q2: 480 shares; 2025Q3: 470 shares 470 $363K 0.02% -10 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,906 shares; 2024Q4: 15,391 shares; 2025Q1: 16,226 shares; 2025Q2: 6,535 shares; 2025Q3: 1,596 shares 1,596 $316K 0.02% -4,939 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,425 shares; 2025Q2: 1,425 shares; 2025Q3: 1,425 shares 1,425 $300K 0.01% 0 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: 6,125 shares; 2024Q4: 6,125 shares; 2025Q1: 6,025 shares; 2025Q2: 6,025 shares; 2025Q3: 6,025 shares 6,025 $291K 0.01% 0 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: 950 shares; 2024Q4: 850 shares; 2025Q1: not reported; 2025Q2: 850 shares; 2025Q3: 850 shares 850 $287K 0.01% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,700 shares; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares 2,700 $275K 0.01% 0 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 2,000 shares 2,000 $274K 0.01% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,800 shares; 2025Q1: not reported; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares 1,700 $270K 0.01% 0 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,275 shares; 2024Q4: 2,275 shares; 2025Q1: 2,275 shares; 2025Q2: 2,275 shares; 2025Q3: 2,275 shares 2,275 $268K 0.01% 0 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,143 shares; 2024Q4: 17,643 shares; 2025Q1: 17,911 shares; 2025Q2: 17,911 shares; 2025Q3: 17,911 shares 17,911 $267K 0.01% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,350 shares; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: 1,350 shares 1,350 $267K 0.01% 0 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: 2,800 shares; 2024Q4: 2,850 shares; 2025Q1: 2,900 shares; 2025Q2: 2,900 shares; 2025Q3: 2,900 shares 2,900 $260K 0.01% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,700 shares; 2024Q4: 26,908 shares; 2025Q1: 25,268 shares; 2025Q2: 5,516 shares; 2025Q3: 3,070 shares 3,070 $256K 0.01% -2,446 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: 600 shares; 2024Q4: not reported; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares 600 $256K 0.01% 0 Timeline WING WINGSTOP INC More: the full row for WINGSTOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,330 shares; 2024Q4: 1,330 shares; 2025Q1: 2,240 shares; 2025Q2: 2,250 shares; 2025Q3: 1,010 shares 1,010 $254K 0.01% -1,240 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,675 shares; 2024Q4: 2,675 shares; 2025Q1: 2,675 shares; 2025Q2: 2,675 shares; 2025Q3: 2,675 shares 2,675 $253K 0.01% 0 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 850 shares; 2025Q2: 775 shares; 2025Q3: 775 shares 775 $250K 0.01% 0 Timeline ZS ZSCALER INC More: the full row for ZSCALER 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: 815 shares; 2025Q3: 810 shares 810 $243K 0.01% -5 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,269 shares; 2024Q4: 3,269 shares; 2025Q1: 3,219 shares; 2025Q2: 1,730 shares; 2025Q3: 1,730 shares 1,730 $242K 0.01% 0 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,250 shares; 2025Q1: 23,713 shares; 2025Q2: 2,250 shares; 2025Q3: 2,250 shares 2,250 $240K 0.01% 0 Timeline BRC BRADY CORP More: the full row for BRADY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares 3,000 $234K 0.01% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION 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: 2,000 shares; 2025Q3: 2,000 shares 2,000 $220K 0.01% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,160 shares; 2024Q4: 2,810 shares; 2025Q1: 2,410 shares; 2025Q2: 1,835 shares; 2025Q3: 1,760 shares 1,760 $217K 0.01% -75 Timeline DXC DXC TECHNOLOGY CO More: the full row for DXC TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,035 shares; 2024Q4: 15,345 shares; 2025Q1: 15,345 shares; 2025Q2: 15,345 shares; 2025Q3: 15,345 shares 15,345 $209K 0.01% 0 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,285 shares 2,285 $207K 0.01% new Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,325 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,160 shares 1,160 $202K 0.01% new Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 927 shares 927 $200K 0.01% new Timeline HYPD HYPERION DEFI INC More: the full row for HYPERION DEFI 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: 10,725 shares 10,725 $103K <0.01% new Timeline SONNET BIOTHERAPEUTC HLDNG I SONNET BIOTHERAPEUTC HLDNG I More: the full row for SONNET BIOTHERAPEUTC HLDNG 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: not reported; 2025Q3: 10,625 shares 10,625 $48.7K <0.01% new ALLO ALLOGENE THERAPEUTICS INC More: the full row for ALLOGENE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,529 shares; 2025Q3: 16,529 shares 16,529 $20.5K <0.01% 0 Timeline