USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 251,115 shares; 2025Q1: 291,160 shares; 2025Q2: 195,937 shares; 2025Q3: 331,165 shares 331,165 $16.6M 12.64% +135,228 Timeline INDA 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: restricted; 2024Q4: 5,271 shares; 2025Q1: 5,271 shares; 2025Q2: 4,886 shares; 2025Q3: 128,100 shares 128,100 $5.66M 4.3% +123,214 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50,115 shares; 2025Q3: 60,074 shares 60,074 $5.35M 4.06% +9,959 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,580 shares; 2025Q1: 42,231 shares; 2025Q2: 44,503 shares; 2025Q3: 56,128 shares 56,128 $4.68M 3.55% +11,625 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: restricted; 2024Q4: 11,040 shares; 2025Q1: 10,701 shares; 2025Q2: 9,017 shares; 2025Q3: 9,044 shares 9,044 $4.55M 3.45% +27 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,503 shares; 2025Q1: 6,603 shares; 2025Q2: 5,410 shares; 2025Q3: 4,725 shares 4,725 $4.51M 3.43% -685 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: restricted; 2024Q4: 25,355 shares; 2025Q1: 24,875 shares; 2025Q2: 21,411 shares; 2025Q3: 15,872 shares 15,872 $4.43M 3.37% -5,539 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,476 shares; 2025Q3: 12,801 shares 12,801 $4.35M 3.3% -1,675 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,414 shares; 2025Q1: 14,372 shares; 2025Q2: 13,061 shares; 2025Q3: 16,401 shares 16,401 $4.18M 3.17% +3,340 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 98,025 shares; 2025Q1: 99,091 shares; 2025Q2: 96,095 shares; 2025Q3: 93,407 shares 93,407 $4.1M 3.11% -2,688 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: restricted; 2024Q4: 11,649 shares; 2025Q1: 11,847 shares; 2025Q2: 19,156 shares; 2025Q3: 18,406 shares 18,406 $4.04M 3.07% -750 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,346 shares; 2025Q1: 11,296 shares; 2025Q2: 11,716 shares; 2025Q3: 22,238 shares 22,238 $3.96M 3% +10,522 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 184,566 shares; 2025Q1: 306,246 shares; 2025Q2: 311,712 shares; 2025Q3: 270,857 shares 270,857 $3.56M 2.71% -40,855 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: restricted; 2024Q4: 25,442 shares; 2025Q1: 24,778 shares; 2025Q2: 22,055 shares; 2025Q3: 14,462 shares 14,462 $3.52M 2.67% -7,593 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,466 shares; 2025Q1: 14,381 shares; 2025Q2: 14,403 shares; 2025Q3: 14,647 shares 14,647 $3.51M 2.66% +244 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 105,097 shares; 2025Q2: 96,545 shares; 2025Q3: 85,900 shares 85,900 $3.37M 2.56% -10,645 Timeline SMIN 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: restricted; 2024Q4: 37,810 shares; 2025Q1: 46,552 shares; 2025Q2: 49,555 shares; 2025Q3: 46,618 shares 46,618 $3.34M 2.54% -2,937 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: restricted; 2024Q4: 12,800 shares; 2025Q1: 12,470 shares; 2025Q2: 10,975 shares; 2025Q3: 11,140 shares 11,140 $3.14M 2.39% +165 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,226 shares; 2025Q1: 19,797 shares; 2025Q2: 27,476 shares; 2025Q3: 13,736 shares 13,736 $3.03M 2.3% -13,740 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: restricted; 2024Q4: 31,540 shares; 2025Q1: 31,317 shares; 2025Q2: 25,207 shares; 2025Q3: 25,935 shares 25,935 $2.97M 2.25% +728 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,964 shares; 2025Q1: 42,634 shares; 2025Q2: 48,871 shares; 2025Q3: 32,364 shares 32,364 $2.62M 1.99% -16,507 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,285 shares; 2025Q1: 15,327 shares; 2025Q2: 14,580 shares; 2025Q3: 12,303 shares 12,303 $2.52M 1.91% -2,277 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: restricted; 2024Q4: 11,958 shares; 2025Q1: 11,941 shares; 2025Q2: 10,279 shares; 2025Q3: 9,725 shares 9,725 $2.44M 1.86% -554 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,393 shares; 2025Q1: 40,332 shares; 2025Q2: 47,757 shares; 2025Q3: 45,975 shares 45,975 $2.25M 1.71% -1,782 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,794 shares; 2025Q1: 18,782 shares; 2025Q2: 19,460 shares; 2025Q3: 19,107 shares 19,107 $2.19M 1.66% -353 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,557 shares; 2025Q1: 4,651 shares; 2025Q2: 4,484 shares; 2025Q3: 4,496 shares 4,496 $1.91M 1.45% +12 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 64,222 shares; 2025Q1: 52,439 shares; 2025Q2: 54,914 shares; 2025Q3: 57,715 shares 57,715 $1.86M 1.41% +2,801 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,963 shares; 2025Q3: 44,835 shares 44,835 $1.76M 1.33% +1,872 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: restricted; 2024Q4: 16,804 shares; 2025Q1: 16,898 shares; 2025Q2: 17,762 shares; 2025Q3: 19,130 shares 19,130 $1.72M 1.3% +1,368 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,412 shares; 2025Q1: 38,410 shares; 2025Q2: 38,377 shares; 2025Q3: 18,952 shares 18,952 $1.59M 1.21% -19,425 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: restricted; 2024Q4: 7,344 shares; 2025Q1: 7,347 shares; 2025Q2: 6,214 shares; 2025Q3: 3,033 shares 3,033 $1.57M 1.19% -3,181 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,229 shares; 2025Q3: 25,612 shares 25,612 $1.55M 1.17% +13,383 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: restricted; 2024Q4: 3,200 shares; 2025Q1: 3,134 shares; 2025Q2: 3,215 shares; 2025Q3: 3,111 shares 3,111 $1.53M 1.16% -104 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,579 shares; 2025Q3: 2,516 shares 2,516 $1.42M 1.08% -63 Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 198,527 shares; 2025Q1: 201,858 shares; 2025Q2: 221,743 shares; 2025Q3: 223,884 shares 223,884 $1.35M 1.02% +2,141 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,470 shares 17,470 $1.29M 0.98% new Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,488 shares; 2025Q1: 16,735 shares; 2025Q2: 18,374 shares; 2025Q3: 8,641 shares 8,641 $1.23M 0.93% -9,733 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,840 shares 6,840 $1.22M 0.93% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,565 shares 35,565 $1.15M 0.87% new Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,169 shares; 2025Q1: 29,474 shares; 2025Q2: 30,457 shares; 2025Q3: 30,615 shares 30,615 $1.08M 0.82% +158 Timeline PGNY PROGYNY INC More: the full row for PROGYNY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 63,509 shares; 2025Q1: 45,433 shares; 2025Q2: 45,946 shares; 2025Q3: 45,907 shares 45,907 $988K 0.75% -39 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 419 shares 419 $979K 0.74% new Timeline PUBM PUBMATIC INC More: the full row for PUBMATIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 56,690 shares; 2025Q1: 63,184 shares; 2025Q2: 104,683 shares; 2025Q3: 104,824 shares 104,824 $868K 0.66% +141 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: restricted; 2024Q4: 9,655 shares; 2025Q1: 9,655 shares; 2025Q2: 7,312 shares; 2025Q3: 5,890 shares 5,890 $651K 0.49% -1,422 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: restricted; 2024Q4: 7,088 shares; 2025Q1: 6,849 shares; 2025Q2: 1,128 shares; 2025Q3: 902 shares 902 $412K 0.31% -226 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: restricted; 2024Q4: 2,712 shares; 2025Q1: 2,712 shares; 2025Q2: 960 shares; 2025Q3: 960 shares 960 $227K 0.17% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,651 shares; 2025Q2: 1,369 shares; 2025Q3: 488 shares 488 $217K 0.16% -881 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,901 shares; 2025Q1: 7,880 shares; 2025Q2: 2,983 shares; 2025Q3: 2,844 shares 2,844 $203K 0.15% -139 Timeline