ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,213,516 shares; 2024Q4: 4,439,745 shares; 2025Q1: 4,837,602 shares; 2025Q2: 4,825,235 shares; 2025Q3: 4,707,947 shares 4,707,947 $427M 4.71% -117,288 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,075,843 shares; 2024Q4: 2,271,402 shares; 2025Q1: 2,546,347 shares; 2025Q2: 2,478,319 shares; 2025Q3: 2,442,702 shares 2,442,702 $302M 3.33% -35,617 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,349,187 shares; 2024Q4: 1,521,809 shares; 2025Q1: 1,607,872 shares; 2025Q2: 1,659,087 shares; 2025Q3: 1,593,021 shares 1,593,021 $243M 2.68% -66,066 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,325,256 shares; 2024Q4: 2,448,096 shares; 2025Q1: 2,569,851 shares; 2025Q2: 2,517,149 shares; 2025Q3: 2,461,080 shares 2,461,080 $242M 2.67% -56,069 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 502,552 shares; 2024Q4: 752,677 shares; 2025Q1: 836,530 shares; 2025Q2: 1,324,521 shares; 2025Q3: 1,296,175 shares 1,296,175 $206M 2.28% -28,346 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: 1,365,906 shares; 2024Q4: 1,353,569 shares; 2025Q1: 1,313,830 shares; 2025Q2: 943,146 shares; 2025Q3: 840,616 shares 840,616 $205M 2.26% -102,530 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,159,546 shares; 2024Q4: 4,420,382 shares; 2025Q1: 4,651,616 shares; 2025Q2: 4,590,422 shares; 2025Q3: 4,510,596 shares 4,510,596 $203M 2.24% -79,826 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,734,746 shares; 2024Q4: 1,941,098 shares; 2025Q1: 2,060,954 shares; 2025Q2: 2,042,286 shares; 2025Q3: 2,008,760 shares 2,008,760 $188M 2.08% -33,526 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 465,569 shares; 2024Q4: 505,292 shares; 2025Q1: 552,190 shares; 2025Q2: 702,813 shares; 2025Q3: 715,811 shares 715,811 $188M 2.08% +12,998 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 371,790 shares; 2024Q4: 401,822 shares; 2025Q1: 515,134 shares; 2025Q2: 516,436 shares; 2025Q3: 508,966 shares 508,966 $167M 1.85% -7,470 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: 747,114 shares; 2024Q4: 741,418 shares; 2025Q1: 758,621 shares; 2025Q2: 746,067 shares; 2025Q3: 736,150 shares 736,150 $162M 1.78% -9,917 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 494,339 shares; 2024Q4: 538,178 shares; 2025Q1: 556,683 shares; 2025Q2: 570,807 shares; 2025Q3: 556,122 shares 556,122 $160M 1.76% -14,685 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,946 shares; 2025Q1: 9,683 shares; 2025Q2: 297,048 shares; 2025Q3: 292,629 shares 292,629 $150M 1.66% -4,419 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,553,936 shares; 2024Q4: 1,682,258 shares; 2025Q1: 1,842,275 shares; 2025Q2: 1,853,872 shares; 2025Q3: 1,831,084 shares 1,831,084 $140M 1.55% -22,788 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: 579,530 shares; 2024Q4: 613,706 shares; 2025Q1: 659,008 shares; 2025Q2: 763,621 shares; 2025Q3: 725,279 shares 725,279 $133M 1.47% -38,342 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,107 shares; 2024Q4: 204,082 shares; 2025Q1: 222,515 shares; 2025Q2: 225,111 shares; 2025Q3: 222,575 shares 222,575 $130M 1.44% -2,536 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: 405,250 shares; 2024Q4: 376,465 shares; 2025Q1: 365,051 shares; 2025Q2: 360,027 shares; 2025Q3: 366,257 shares 366,257 $125M 1.38% +6,230 Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 908,834 shares; 2024Q4: 978,458 shares; 2025Q1: 1,063,511 shares; 2025Q2: 1,627,820 shares; 2025Q3: 1,644,673 shares 1,644,673 $121M 1.34% +16,853 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 801,348 shares; 2024Q4: 933,936 shares; 2025Q1: 1,428,143 shares; 2025Q2: 1,463,683 shares; 2025Q3: 976,091 shares 976,091 $121M 1.33% -487,592 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 920,977 shares; 2024Q4: 999,768 shares; 2025Q1: 1,065,299 shares; 2025Q2: 1,113,378 shares; 2025Q3: 1,102,188 shares 1,102,188 $114M 1.26% -11,190 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: 284,896 shares; 2024Q4: 279,500 shares; 2025Q1: 452,263 shares; 2025Q2: 574,252 shares; 2025Q3: 553,187 shares 553,187 $110M 1.21% -21,065 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,579,950 shares; 2024Q4: 1,736,887 shares; 2025Q1: 1,901,985 shares; 2025Q2: 1,926,784 shares; 2025Q3: 1,908,051 shares 1,908,051 $109M 1.2% -18,733 Timeline SPHQ 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: 1,355,696 shares; 2024Q4: 1,322,117 shares; 2025Q1: 1,427,903 shares; 2025Q2: 1,407,188 shares; 2025Q3: 1,448,969 shares 1,448,969 $106M 1.17% +41,781 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,208,442 shares; 2025Q1: 668,516 shares; 2025Q2: 1,222,347 shares; 2025Q3: 728,558 shares 728,558 $106M 1.17% -493,789 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: 431,428 shares; 2024Q4: 448,844 shares; 2025Q1: 439,630 shares; 2025Q2: 431,683 shares; 2025Q3: 407,815 shares 407,815 $102M 1.13% -23,868 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 756,325 shares; 2024Q4: 1,371,603 shares; 2025Q1: 1,579,949 shares; 2025Q2: 1,608,160 shares; 2025Q3: 1,588,932 shares 1,588,932 $102M 1.13% -19,228 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 733,333 shares; 2024Q4: 845,119 shares; 2025Q1: 971,418 shares; 2025Q2: 985,188 shares; 2025Q3: 970,479 shares 970,479 $101M 1.12% -14,709 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 545,426 shares; 2024Q4: 548,874 shares; 2025Q1: 540,801 shares; 2025Q2: 531,069 shares; 2025Q3: 571,222 shares 571,222 $99.9M 1.1% +40,153 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307,344 shares; 2024Q4: 300,601 shares; 2025Q1: 472,848 shares; 2025Q2: 460,220 shares; 2025Q3: 442,545 shares 442,545 $99.4M 1.1% -17,675 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 435,468 shares; 2024Q4: 432,488 shares; 2025Q1: 424,830 shares; 2025Q2: 412,608 shares; 2025Q3: 397,440 shares 397,440 $98.1M 1.08% -15,168 Timeline TREX TREX INC More: the full row for TREX 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: 1,890,732 shares; 2025Q2: 1,871,054 shares; 2025Q3: 1,893,081 shares 1,893,081 $97.8M 1.08% +22,027 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: 531,004 shares; 2024Q4: 524,664 shares; 2025Q1: 521,033 shares; 2025Q2: 406,066 shares; 2025Q3: 378,575 shares 378,575 $93M 1.03% -27,491 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: 257,871 shares; 2024Q4: 282,076 shares; 2025Q1: 309,319 shares; 2025Q2: 312,259 shares; 2025Q3: 307,693 shares 307,693 $92.2M 1.02% -4,566 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,559,321 shares; 2024Q4: 1,164,887 shares; 2025Q1: 1,264,200 shares; 2025Q2: 1,295,284 shares; 2025Q3: 1,284,261 shares 1,284,261 $91.6M 1.01% -11,023 Timeline ABG ASBURY AUTOMOTIVE GROUP INC More: the full row for ASBURY AUTOMOTIVE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306,580 shares; 2024Q4: 339,160 shares; 2025Q1: 373,320 shares; 2025Q2: 378,519 shares; 2025Q3: 374,577 shares 374,577 $91.6M 1.01% -3,942 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,251 shares; 2024Q4: 255,125 shares; 2025Q1: 280,456 shares; 2025Q2: 284,804 shares; 2025Q3: 283,015 shares 283,015 $89.4M 0.99% -1,789 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: 143,446 shares; 2024Q4: 147,855 shares; 2025Q1: 162,642 shares; 2025Q2: 152,923 shares; 2025Q3: 169,700 shares 169,700 $87.9M 0.97% +16,777 Timeline LBRDK LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,551,396 shares; 2024Q4: 1,641,438 shares; 2025Q1: 1,781,745 shares; 2025Q2: 1,768,132 shares; 2025Q3: 1,328,182 shares 1,328,182 $84.4M 0.93% -439,950 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: 699,474 shares; 2024Q4: 700,094 shares; 2025Q1: 695,411 shares; 2025Q2: 667,908 shares; 2025Q3: 653,819 shares 653,819 $83.9M 0.93% -14,089 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,296 shares; 2024Q4: 125,068 shares; 2025Q1: 123,118 shares; 2025Q2: 120,401 shares; 2025Q3: 109,245 shares 109,245 $82.8M 0.91% -11,156 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 982,609 shares; 2024Q4: 961,439 shares; 2025Q1: 957,641 shares; 2025Q2: 841,082 shares; 2025Q3: 809,610 shares 809,610 $77.3M 0.85% -31,472 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: 1,218,119 shares; 2024Q4: 1,213,230 shares; 2025Q1: 1,195,621 shares; 2025Q2: 1,169,057 shares; 2025Q3: 1,120,935 shares 1,120,935 $76.9M 0.85% -48,122 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,677,710 shares; 2024Q4: 1,715,313 shares; 2025Q1: 1,848,438 shares; 2025Q2: 1,726,547 shares; 2025Q3: 1,641,120 shares 1,641,120 $74.9M 0.83% -85,427 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: 313,273 shares; 2024Q4: 305,088 shares; 2025Q1: 305,935 shares; 2025Q2: 303,237 shares; 2025Q3: 284,442 shares 284,442 $70.1M 0.77% -18,795 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: 515,033 shares; 2024Q4: 512,440 shares; 2025Q1: 507,201 shares; 2025Q2: 495,974 shares; 2025Q3: 479,739 shares 479,739 $69.3M 0.76% -16,235 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 661,692 shares; 2024Q4: 655,777 shares; 2025Q1: 633,173 shares; 2025Q2: 595,345 shares; 2025Q3: 534,949 shares 534,949 $69M 0.76% -60,396 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: 465,903 shares; 2024Q4: 496,852 shares; 2025Q1: 548,284 shares; 2025Q2: 553,722 shares; 2025Q3: 547,050 shares 547,050 $67.1M 0.74% -6,672 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: not reported; 2024Q4: not reported; 2025Q1: 156,634 shares; 2025Q2: 163,974 shares; 2025Q3: 156,124 shares 156,124 $66.4M 0.73% -7,850 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271,209 shares; 2024Q4: 272,729 shares; 2025Q1: 314,949 shares; 2025Q2: 312,379 shares; 2025Q3: 319,737 shares 319,737 $64.4M 0.71% +7,358 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,415,814 shares; 2024Q4: 1,318,928 shares; 2025Q1: 1,345,696 shares; 2025Q2: 1,115,963 shares; 2025Q3: 1,090,137 shares 1,090,137 $63.2M 0.7% -25,826 Timeline MSTI MADISON ETFS TRUST More: the full row for MADISON ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,972,579 shares; 2024Q4: 3,096,207 shares; 2025Q1: 3,068,537 shares; 2025Q2: 3,083,424 shares; 2025Q3: 3,038,297 shares 3,038,297 $62.7M 0.69% -45,127 Timeline DIVL MADISON ETFS TRUST More: the full row for MADISON ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,574,005 shares; 2024Q4: 2,519,603 shares; 2025Q1: 2,484,841 shares; 2025Q2: 2,503,742 shares; 2025Q3: 2,368,228 shares 2,368,228 $55.1M 0.61% -135,514 Timeline MAGG MADISON ETFS TRUST More: the full row for MADISON ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,779,486 shares; 2024Q4: 2,862,010 shares; 2025Q1: 2,796,158 shares; 2025Q2: 2,811,220 shares; 2025Q3: 2,661,903 shares 2,661,903 $54.7M 0.6% -149,317 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: 731,658 shares; 2024Q4: 702,937 shares; 2025Q1: 688,093 shares; 2025Q2: 688,473 shares; 2025Q3: 683,751 shares 683,751 $51.6M 0.57% -4,722 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 870,902 shares; 2024Q4: 951,224 shares; 2025Q1: 1,041,736 shares; 2025Q2: 1,055,415 shares; 2025Q3: 1,044,445 shares 1,044,445 $50.8M 0.56% -10,970 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: 197,303 shares; 2024Q4: 193,953 shares; 2025Q1: 189,400 shares; 2025Q2: 185,412 shares; 2025Q3: 195,295 shares 195,295 $49.7M 0.55% +9,883 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: not reported; 2025Q1: not reported; 2025Q2: 259,096 shares; 2025Q3: 401,679 shares 401,679 $48.8M 0.54% +142,583 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: 167,705 shares; 2024Q4: 166,029 shares; 2025Q1: 185,722 shares; 2025Q2: 189,697 shares; 2025Q3: 171,356 shares 171,356 $48.2M 0.53% -18,341 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 314,864 shares; 2024Q4: 344,307 shares; 2025Q1: 376,784 shares; 2025Q2: 381,179 shares; 2025Q3: 377,226 shares 377,226 $47.8M 0.53% -3,953 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: 118,259 shares; 2024Q4: 118,311 shares; 2025Q1: 114,958 shares; 2025Q2: 108,503 shares; 2025Q3: 103,660 shares 103,660 $47.4M 0.52% -4,843 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: 50,026 shares; 2024Q4: 49,648 shares; 2025Q1: 49,495 shares; 2025Q2: 55,688 shares; 2025Q3: 58,856 shares 58,856 $44.9M 0.5% +3,168 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: 451,206 shares; 2024Q4: 437,701 shares; 2025Q1: 453,617 shares; 2025Q2: 416,597 shares; 2025Q3: 640,623 shares 640,623 $44.7M 0.49% +224,026 Timeline VGT 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: 71,434 shares; 2024Q4: 62,334 shares; 2025Q1: 59,296 shares; 2025Q2: 58,846 shares; 2025Q3: 59,826 shares 59,826 $44.7M 0.49% +980 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: 50,044 shares; 2024Q4: 55,969 shares; 2025Q1: 40,939 shares; 2025Q2: 48,909 shares; 2025Q3: 66,496 shares 66,496 $44.3M 0.49% +17,587 Timeline FWONA LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 454,863 shares; 2024Q4: 454,863 shares; 2025Q1: 454,863 shares; 2025Q2: 454,863 shares; 2025Q3: 454,863 shares 454,863 $43.3M 0.48% 0 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 411,729 shares; 2024Q4: 453,186 shares; 2025Q1: 497,585 shares; 2025Q2: 504,339 shares; 2025Q3: 499,241 shares 499,241 $42.4M 0.47% -5,098 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: 161,933 shares; 2024Q4: 159,007 shares; 2025Q1: 153,654 shares; 2025Q2: 143,220 shares; 2025Q3: 132,583 shares 132,583 $41.8M 0.46% -10,637 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 744,651 shares 744,651 $41.4M 0.46% new Timeline CVRD MADISON ETFS TRUST More: the full row for MADISON ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,726,642 shares; 2024Q4: 2,987,290 shares; 2025Q1: 2,668,145 shares; 2025Q2: 2,298,594 shares; 2025Q3: 2,205,000 shares 2,205,000 $40.9M 0.45% -93,594 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 70,672 shares 70,672 $40.1M 0.44% new 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: 39,023 shares; 2024Q4: 37,884 shares; 2025Q1: 39,531 shares; 2025Q2: 37,146 shares; 2025Q3: 33,829 shares 33,829 $39.4M 0.43% -3,317 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: 551,093 shares; 2024Q4: 544,004 shares; 2025Q1: 507,950 shares; 2025Q2: 488,092 shares; 2025Q3: 460,080 shares 460,080 $38.9M 0.43% -28,012 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: 110,638 shares; 2024Q4: 107,182 shares; 2025Q1: 104,048 shares; 2025Q2: 97,549 shares; 2025Q3: 95,607 shares 95,607 $38.7M 0.43% -1,942 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: 166,035 shares; 2024Q4: 203,767 shares; 2025Q1: 194,894 shares; 2025Q2: 186,461 shares; 2025Q3: 203,470 shares 203,470 $37.7M 0.42% +17,009 Timeline EEMA 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: 371,107 shares; 2024Q4: 440,473 shares; 2025Q1: 464,630 shares; 2025Q2: 373,592 shares; 2025Q3: 396,693 shares 396,693 $36.4M 0.4% +23,101 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,961 shares; 2024Q4: 116,845 shares; 2025Q1: 132,258 shares; 2025Q2: 157,639 shares; 2025Q3: 154,023 shares 154,023 $33.8M 0.37% -3,616 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: 152,483 shares; 2024Q4: 136,726 shares; 2025Q1: 164,123 shares; 2025Q2: 146,526 shares; 2025Q3: 156,974 shares 156,974 $33M 0.36% +10,448 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,679 shares; 2024Q4: 199,205 shares; 2025Q1: 208,218 shares; 2025Q2: 375,448 shares; 2025Q3: 462,706 shares 462,706 $33M 0.36% +87,258 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,095,057 shares; 2024Q4: 2,316,840 shares; 2025Q1: 1,670,536 shares; 2025Q2: 1,207,518 shares; 2025Q3: 1,139,355 shares 1,139,355 $28.6M 0.32% -68,163 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,044 shares; 2024Q4: 106,780 shares; 2025Q1: 90,279 shares; 2025Q2: 76,980 shares; 2025Q3: 105,373 shares 105,373 $28.5M 0.31% +28,393 Timeline SPHY 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: 446,102 shares; 2025Q1: 944,127 shares; 2025Q2: 1,151,255 shares; 2025Q3: 1,130,255 shares 1,130,255 $27.1M 0.3% -21,000 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 938,107 shares; 2024Q4: 931,197 shares; 2025Q1: 915,229 shares; 2025Q2: 867,101 shares; 2025Q3: 360,135 shares 360,135 $26.8M 0.3% -506,966 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: 35,458 shares; 2024Q4: 33,543 shares; 2025Q1: 30,955 shares; 2025Q2: 27,932 shares; 2025Q3: 27,095 shares 27,095 $25.1M 0.28% -837 Timeline KBE 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: 260,368 shares; 2025Q1: 397,809 shares; 2025Q2: 361,338 shares; 2025Q3: 420,694 shares 420,694 $25M 0.28% +59,356 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: 193,705 shares; 2024Q4: 182,097 shares; 2025Q1: 177,225 shares; 2025Q2: 157,263 shares; 2025Q3: 176,072 shares 176,072 $24.7M 0.27% +18,809 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: 196,531 shares; 2024Q4: 192,007 shares; 2025Q1: 237,051 shares; 2025Q2: 242,014 shares; 2025Q3: 237,926 shares 237,926 $23.9M 0.26% -4,088 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: 18,268 shares; 2024Q4: 17,327 shares; 2025Q1: 18,383 shares; 2025Q2: 17,171 shares; 2025Q3: 87,875 shares 87,875 $22.9M 0.25% +70,704 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 310,862 shares 310,862 $22.9M 0.25% new Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 326,627 shares; 2024Q4: 156,918 shares; 2025Q1: 217,323 shares; 2025Q2: 269,918 shares; 2025Q3: 269,918 shares 269,918 $21.5M 0.24% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,025 shares; 2024Q4: 161,703 shares; 2025Q1: 159,006 shares; 2025Q2: 147,007 shares; 2025Q3: 110,199 shares 110,199 $21.2M 0.23% -36,808 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: 132,186 shares; 2024Q4: 126,846 shares; 2025Q1: 98,041 shares; 2025Q2: 82,348 shares; 2025Q3: 72,144 shares 72,144 $21.2M 0.23% -10,204 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: 255,902 shares; 2024Q4: 248,409 shares; 2025Q1: 244,527 shares; 2025Q2: 228,467 shares; 2025Q3: 220,851 shares 220,851 $20.9M 0.23% -7,616 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: 38,854 shares; 2024Q4: 38,352 shares; 2025Q1: 37,890 shares; 2025Q2: 42,769 shares; 2025Q3: 43,601 shares 43,601 $20.7M 0.23% +832 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: 221,191 shares; 2024Q4: 166,706 shares; 2025Q1: 155,334 shares; 2025Q2: 146,288 shares; 2025Q3: 123,193 shares 123,193 $19.6M 0.22% -23,095 Timeline IJR 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: 134,117 shares; 2024Q4: 181,321 shares; 2025Q1: 214,597 shares; 2025Q2: 173,020 shares; 2025Q3: 160,260 shares 160,260 $19M 0.21% -12,760 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,785 shares; 2024Q4: 135,929 shares; 2025Q1: 131,058 shares; 2025Q2: 126,708 shares; 2025Q3: 120,842 shares 120,842 $18.8M 0.21% -5,866 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: 91,093 shares; 2024Q4: 89,805 shares; 2025Q1: 91,137 shares; 2025Q2: 99,105 shares; 2025Q3: 109,266 shares 109,266 $18.2M 0.2% +10,161 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 341,519 shares; 2024Q4: 343,931 shares; 2025Q1: 319,386 shares; 2025Q2: 288,286 shares; 2025Q3: 276,110 shares 276,110 $18M 0.2% -12,176 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,697 shares; 2024Q4: 44,753 shares; 2025Q1: 45,294 shares; 2025Q2: 49,009 shares; 2025Q3: 66,179 shares 66,179 $17M 0.19% +17,170 Timeline IGIB 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: 294,042 shares; 2025Q3: 309,483 shares 309,483 $16.7M 0.18% +15,441 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 172,657 shares; 2025Q2: 331,826 shares; 2025Q3: 264,809 shares 264,809 $16.4M 0.18% -67,017 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,045 shares; 2024Q4: 214,991 shares; 2025Q1: 173,999 shares; 2025Q2: 169,521 shares; 2025Q3: 169,739 shares 169,739 $16.4M 0.18% +218 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,765 shares; 2024Q4: 98,690 shares; 2025Q1: 94,505 shares; 2025Q2: 88,660 shares; 2025Q3: 87,066 shares 87,066 $16.3M 0.18% -1,594 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: 387,081 shares; 2024Q4: 374,646 shares; 2025Q1: 368,569 shares; 2025Q2: 262,800 shares; 2025Q3: 169,689 shares 169,689 $16.2M 0.18% -93,111 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: 247,572 shares; 2024Q4: 245,479 shares; 2025Q1: 241,649 shares; 2025Q2: 38,756 shares; 2025Q3: 31,891 shares 31,891 $16M 0.18% -6,865 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: 51,047 shares; 2024Q4: 51,018 shares; 2025Q1: 50,427 shares; 2025Q2: 59,269 shares; 2025Q3: 58,171 shares 58,171 $15.9M 0.18% -1,098 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: 95,070 shares; 2024Q4: 96,522 shares; 2025Q1: 92,811 shares; 2025Q2: 67,659 shares; 2025Q3: 66,361 shares 66,361 $15.7M 0.17% -1,298 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,627 shares; 2024Q4: 160,838 shares; 2025Q1: 158,218 shares; 2025Q2: 144,524 shares; 2025Q3: 138,841 shares 138,841 $15.7M 0.17% -5,683 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 547,959 shares; 2024Q4: 599,394 shares; 2025Q1: 540,662 shares; 2025Q2: 489,973 shares; 2025Q3: 497,237 shares 497,237 $15.6M 0.17% +7,264 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: 90,757 shares; 2024Q4: 84,227 shares; 2025Q1: 79,270 shares; 2025Q2: 70,192 shares; 2025Q3: 67,401 shares 67,401 $15.6M 0.17% -2,791 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 407,600 shares; 2024Q4: 392,600 shares; 2025Q1: 392,600 shares; 2025Q2: 339,900 shares; 2025Q3: 274,900 shares 274,900 $14.8M 0.16% -65,000 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,742 shares; 2024Q4: 49,354 shares; 2025Q1: 48,639 shares; 2025Q2: 49,514 shares; 2025Q3: 47,968 shares 47,968 $14.8M 0.16% -1,546 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: 728,000 shares; 2024Q4: 793,000 shares; 2025Q1: 1,093,000 shares; 2025Q2: 1,093,000 shares; 2025Q3: 1,094,000 shares 1,094,000 $14.4M 0.16% +1,000 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,503 shares; 2024Q4: 39,842 shares; 2025Q1: 34,904 shares; 2025Q2: 29,164 shares; 2025Q3: 24,058 shares 24,058 $14.3M 0.16% -5,106 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: 333,550 shares; 2024Q4: 317,607 shares; 2025Q1: 294,901 shares; 2025Q2: 262,808 shares; 2025Q3: 263,601 shares 263,601 $13.6M 0.15% +793 Timeline SPTI 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: 395,287 shares; 2025Q3: 451,307 shares 451,307 $13M 0.14% +56,020 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: 4,780 shares; 2024Q4: 21,296 shares; 2025Q1: 21,620 shares; 2025Q2: 21,086 shares; 2025Q3: 12,955 shares 12,955 $12.5M 0.14% -8,131 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,756 shares; 2024Q4: 141,981 shares; 2025Q1: 134,581 shares; 2025Q2: 114,844 shares; 2025Q3: 110,540 shares 110,540 $12.4M 0.14% -4,304 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: 438,854 shares; 2024Q4: 225,521 shares; 2025Q1: 206,477 shares; 2025Q2: 368,792 shares; 2025Q3: 248,234 shares 248,234 $12.2M 0.13% -120,558 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: 37,951 shares; 2024Q4: 37,613 shares; 2025Q1: 37,352 shares; 2025Q2: 25,309 shares; 2025Q3: 33,433 shares 33,433 $11.5M 0.13% +8,124 Timeline XSHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 234,561 shares; 2025Q1: 255,241 shares; 2025Q2: 269,057 shares; 2025Q3: 263,953 shares 263,953 $11.4M 0.13% -5,104 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: 199,294 shares; 2024Q4: 194,717 shares; 2025Q1: 99,145 shares; 2025Q2: 87,436 shares; 2025Q3: 83,833 shares 83,833 $11.2M 0.12% -3,603 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: 152,300 shares; 2024Q4: 157,300 shares; 2025Q1: 157,300 shares; 2025Q2: 157,300 shares; 2025Q3: 157,300 shares 157,300 $10.5M 0.12% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,867 shares; 2024Q4: 71,599 shares; 2025Q1: 122,248 shares; 2025Q2: 120,148 shares; 2025Q3: 131,045 shares 131,045 $10.5M 0.12% +10,897 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: 28,000 shares; 2024Q4: 10,000 shares; 2025Q1: 31,000 shares; 2025Q2: 42,700 shares; 2025Q3: 43,300 shares 43,300 $10.4M 0.11% +600 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,400 shares; 2024Q4: 162,900 shares; 2025Q1: 162,900 shares; 2025Q2: 162,900 shares; 2025Q3: 170,500 shares 170,500 $10.2M 0.11% +7,600 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,510 shares; 2024Q4: 142,530 shares; 2025Q1: 270,502 shares; 2025Q2: 374,351 shares; 2025Q3: 365,292 shares 365,292 $9.97M 0.11% -9,059 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,000 shares; 2024Q4: 221,000 shares; 2025Q1: 221,000 shares; 2025Q2: 221,000 shares; 2025Q3: 221,000 shares 221,000 $9.93M 0.11% 0 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,521 shares; 2024Q4: 180,931 shares; 2025Q1: 217,710 shares; 2025Q2: 217,710 shares; 2025Q3: 202,210 shares 202,210 $9.79M 0.11% -15,500 Timeline FLJP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 696,436 shares; 2024Q4: 693,406 shares; 2025Q1: 670,993 shares; 2025Q2: 396,238 shares; 2025Q3: 277,486 shares 277,486 $9.59M 0.11% -118,752 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: 138,850 shares; 2024Q4: 138,850 shares; 2025Q1: 138,850 shares; 2025Q2: 126,650 shares; 2025Q3: 126,650 shares 126,650 $9.55M 0.11% 0 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,775,000 shares; 2024Q4: 2,975,000 shares; 2025Q1: 2,975,000 shares; 2025Q2: 2,975,000 shares; 2025Q3: 3,030,000 shares 3,030,000 $9.45M 0.1% +55,000 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF 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: 54,184 shares; 2025Q3: 235,967 shares 235,967 $9.39M 0.1% +181,783 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: 19,518 shares; 2024Q4: 41,002 shares; 2025Q1: 59,142 shares; 2025Q2: 58,122 shares; 2025Q3: 26,608 shares 26,608 $9.39M 0.1% -31,514 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: 63,461 shares; 2024Q4: 60,507 shares; 2025Q1: 56,787 shares; 2025Q2: 63,633 shares; 2025Q3: 60,659 shares 60,659 $9.32M 0.1% -2,974 Timeline QLTA 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: 474,529 shares; 2024Q4: 718,296 shares; 2025Q1: 164,426 shares; 2025Q2: 170,455 shares; 2025Q3: 191,538 shares 191,538 $9.28M 0.1% +21,083 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,798 shares; 2024Q4: 87,907 shares; 2025Q1: 82,974 shares; 2025Q2: 72,799 shares; 2025Q3: 72,853 shares 72,853 $9.25M 0.1% +54 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: 24,766 shares; 2024Q4: 23,476 shares; 2025Q1: 22,176 shares; 2025Q2: 20,008 shares; 2025Q3: 19,217 shares 19,217 $9.17M 0.1% -791 Timeline SPTS 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: 604,435 shares; 2024Q4: 424,210 shares; 2025Q1: 354,843 shares; 2025Q2: 319,537 shares; 2025Q3: 306,146 shares 306,146 $8.98M 0.1% -13,391 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 399,900 shares; 2024Q4: 358,700 shares; 2025Q1: 338,700 shares; 2025Q2: 338,700 shares; 2025Q3: 338,700 shares 338,700 $8.22M 0.09% 0 Timeline VFH 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: not reported; 2024Q4: 18,066 shares; 2025Q1: 51,746 shares; 2025Q2: 52,625 shares; 2025Q3: 62,208 shares 62,208 $8.16M 0.09% +9,583 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: 2,037,539 shares; 2024Q4: 2,018,822 shares; 2025Q1: 395,490 shares; 2025Q2: 263,423 shares; 2025Q3: 166,584 shares 166,584 $8.05M 0.09% -96,839 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,922 shares; 2024Q4: 43,473 shares; 2025Q1: 35,368 shares; 2025Q2: 30,617 shares; 2025Q3: 29,384 shares 29,384 $8.01M 0.09% -1,233 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,400 shares; 2024Q4: 43,400 shares; 2025Q1: 43,400 shares; 2025Q2: 40,900 shares; 2025Q3: 58,900 shares 58,900 $7.93M 0.09% +18,000 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47,812 shares; 2025Q1: 52,514 shares; 2025Q2: 48,925 shares; 2025Q3: 22,537 shares 22,537 $7.88M 0.09% -26,388 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: 32,619 shares; 2024Q4: 31,062 shares; 2025Q1: 19,170 shares; 2025Q2: 16,562 shares; 2025Q3: 18,233 shares 18,233 $7.7M 0.08% +1,671 Timeline SPYM 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: 43,827 shares; 2024Q4: 54,221 shares; 2025Q1: 64,788 shares; 2025Q2: 63,900 shares; 2025Q3: 97,674 shares 97,674 $7.65M 0.08% +33,774 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: 44,383 shares; 2024Q4: 35,220 shares; 2025Q1: 31,870 shares; 2025Q2: 27,865 shares; 2025Q3: 24,593 shares 24,593 $7.47M 0.08% -3,272 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,394 shares; 2024Q4: 10,211 shares; 2025Q1: 68,275 shares; 2025Q2: 106,132 shares; 2025Q3: 100,479 shares 100,479 $6.55M 0.07% -5,653 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: 81,078 shares; 2024Q4: 96,461 shares; 2025Q1: 111,385 shares; 2025Q2: 111,763 shares; 2025Q3: 111,868 shares 111,868 $6.37M 0.07% +105 Timeline HAYW HAYWARD HLDGS INC More: the full row for HAYWARD HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 295,195 shares; 2024Q4: 295,195 shares; 2025Q1: 326,579 shares; 2025Q2: 420,901 shares; 2025Q3: 421,221 shares 421,221 $6.37M 0.07% +320 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,511 shares; 2024Q4: 14,522 shares; 2025Q1: 14,396 shares; 2025Q2: 14,192 shares; 2025Q3: 16,201 shares 16,201 $6.34M 0.07% +2,009 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,833 shares; 2024Q4: 6,894 shares; 2025Q1: 8,031 shares; 2025Q2: 8,451 shares; 2025Q3: 13,189 shares 13,189 $6.33M 0.07% +4,738 Timeline CNM CORE & MAIN INC More: the full row for CORE & MAIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,078 shares; 2024Q4: 160,078 shares; 2025Q1: 139,648 shares; 2025Q2: 125,538 shares; 2025Q3: 116,023 shares 116,023 $6.25M 0.07% -9,515 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: 203,208 shares; 2024Q4: 202,029 shares; 2025Q1: 201,486 shares; 2025Q2: 201,486 shares; 2025Q3: 242,132 shares 242,132 $6.17M 0.07% +40,646 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: 109,170 shares; 2024Q4: 104,266 shares; 2025Q1: 95,434 shares; 2025Q2: 85,507 shares; 2025Q3: 73,635 shares 73,635 $5.89M 0.06% -11,872 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,577 shares; 2024Q4: 46,577 shares; 2025Q1: 45,953 shares; 2025Q2: 56,086 shares; 2025Q3: 62,353 shares 62,353 $5.77M 0.06% +6,267 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,459 shares; 2024Q4: 70,155 shares; 2025Q1: 69,364 shares; 2025Q2: 60,661 shares; 2025Q3: 60,707 shares 60,707 $5.75M 0.06% +46 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: 94,413 shares; 2024Q4: 88,983 shares; 2025Q1: 94,628 shares; 2025Q2: 89,243 shares; 2025Q3: 142,941 shares 142,941 $5.61M 0.06% +53,698 Timeline FORM FORMFACTOR INC More: the full row for FORMFACTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,332 shares; 2024Q4: 105,606 shares; 2025Q1: 148,979 shares; 2025Q2: 149,482 shares; 2025Q3: 149,619 shares 149,619 $5.45M 0.06% +137 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: 75,179 shares; 2024Q4: 62,081 shares; 2025Q1: 149,572 shares; 2025Q2: 143,353 shares; 2025Q3: 16,600 shares 16,600 $5.36M 0.06% -126,753 Timeline BOX BOX INC More: the full row for BOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,665 shares; 2024Q4: 198,815 shares; 2025Q1: 191,805 shares; 2025Q2: 161,748 shares; 2025Q3: 161,870 shares 161,870 $5.22M 0.06% +122 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,640 shares; 2024Q4: 137,780 shares; 2025Q1: 132,514 shares; 2025Q2: 138,508 shares; 2025Q3: 57,671 shares 57,671 $5.15M 0.06% -80,837 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER 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: 207,000 shares 207,000 $5.13M 0.06% new 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: 49,074 shares; 2024Q4: 44,641 shares; 2025Q1: 37,056 shares; 2025Q2: 29,233 shares; 2025Q3: 28,558 shares 28,558 $5.1M 0.06% -675 Timeline KN KNOWLES CORP More: the full row for KNOWLES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 124,841 shares; 2025Q1: 184,094 shares; 2025Q2: 218,213 shares; 2025Q3: 218,377 shares 218,377 $5.09M 0.06% +164 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: 24,053 shares; 2024Q4: 21,236 shares; 2025Q1: 20,250 shares; 2025Q2: 18,180 shares; 2025Q3: 17,794 shares 17,794 $4.97M 0.05% -386 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,435 shares; 2024Q4: 62,435 shares; 2025Q1: 61,613 shares; 2025Q2: 61,805 shares; 2025Q3: 51,565 shares 51,565 $4.94M 0.05% -10,240 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,481 shares; 2024Q4: 60,932 shares; 2025Q1: 102,202 shares; 2025Q2: 69,441 shares; 2025Q3: 58,630 shares 58,630 $4.92M 0.05% -10,811 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,255 shares; 2024Q4: 7,101 shares; 2025Q1: 7,215 shares; 2025Q2: 7,236 shares; 2025Q3: 7,186 shares 7,186 $4.81M 0.05% -50 Timeline DRS LEONARDO DRS INC More: the full row for LEONARDO DRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,741 shares; 2024Q4: 117,318 shares; 2025Q1: 116,183 shares; 2025Q2: 104,782 shares; 2025Q3: 104,861 shares 104,861 $4.76M 0.05% +79 Timeline TCBI TEXAS CAP BANCSHARES INC More: the full row for TEXAS CAP BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,082 shares; 2024Q4: 56,113 shares; 2025Q1: 55,536 shares; 2025Q2: 55,721 shares; 2025Q3: 55,771 shares 55,771 $4.71M 0.05% +50 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: 23,741 shares; 2024Q4: 23,741 shares; 2025Q1: 24,143 shares; 2025Q2: 24,364 shares; 2025Q3: 24,364 shares 24,364 $4.55M 0.05% 0 Timeline WK WORKIVA INC More: the full row for WORKIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,534 shares; 2024Q4: 41,787 shares; 2025Q1: 58,261 shares; 2025Q2: 63,739 shares; 2025Q3: 52,797 shares 52,797 $4.54M 0.05% -10,942 Timeline OPCH OPTION CARE HEALTH INC More: the full row for OPTION CARE HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,995 shares; 2024Q4: 178,236 shares; 2025Q1: 176,295 shares; 2025Q2: 162,527 shares; 2025Q3: 162,647 shares 162,647 $4.52M 0.05% +120 Timeline CVLT COMMVAULT SYS INC More: the full row for COMMVAULT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,214 shares; 2024Q4: 23,933 shares; 2025Q1: 23,695 shares; 2025Q2: 23,773 shares; 2025Q3: 23,794 shares 23,794 $4.49M 0.05% +21 Timeline IEI 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: 246,935 shares; 2024Q4: 239,844 shares; 2025Q1: 143,739 shares; 2025Q2: 36,782 shares; 2025Q3: 37,337 shares 37,337 $4.46M 0.05% +555 Timeline WSC WILLSCOT HLDGS CORP More: the full row for WILLSCOT HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,565 shares; 2024Q4: 189,619 shares; 2025Q1: 171,528 shares; 2025Q2: 211,050 shares; 2025Q3: 211,208 shares 211,208 $4.46M 0.05% +158 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,858 shares; 2025Q3: 7,181 shares 7,181 $4.4M 0.05% -1,677 Timeline CFLT CONFLUENT INC-CLASS A More: the full row for CONFLUENT INC-CLASS A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,987 shares; 2024Q4: 182,987 shares; 2025Q1: 169,061 shares; 2025Q2: 169,579 shares; 2025Q3: 218,345 shares 218,345 $4.32M 0.05% +48,766 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,214 shares; 2024Q4: 46,537 shares; 2025Q1: 41,102 shares; 2025Q2: 41,543 shares; 2025Q3: 29,216 shares 29,216 $4.26M 0.05% -12,327 Timeline POWI POWER INTEGRATIONS INC More: the full row for POWER INTEGRATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,574 shares; 2024Q4: 84,436 shares; 2025Q1: 102,726 shares; 2025Q2: 103,075 shares; 2025Q3: 103,171 shares 103,171 $4.15M 0.05% +96 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,241 shares; 2024Q4: 47,526 shares; 2025Q1: 47,044 shares; 2025Q2: 47,200 shares; 2025Q3: 47,243 shares 47,243 $4.1M 0.05% +43 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,861 shares; 2024Q4: 25,621 shares; 2025Q1: 25,358 shares; 2025Q2: 22,136 shares; 2025Q3: 22,154 shares 22,154 $4.08M 0.04% +18 Timeline SHAK SHAKE SHACK INC More: the full row for SHAKE SHACK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,445 shares; 2024Q4: 44,901 shares; 2025Q1: 51,251 shares; 2025Q2: 43,008 shares; 2025Q3: 42,552 shares 42,552 $3.98M 0.04% -456 Timeline OSW ONESPAWORLD HOLDINGS LIMITED More: the full row for ONESPAWORLD HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 547,405 shares; 2024Q4: 352,297 shares; 2025Q1: 273,985 shares; 2025Q2: 275,021 shares; 2025Q3: 187,118 shares 187,118 $3.96M 0.04% -87,903 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,305 shares; 2024Q4: 36,399 shares; 2025Q1: 47,198 shares; 2025Q2: 56,236 shares; 2025Q3: 100,307 shares 100,307 $3.76M 0.04% +44,071 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: 16,168 shares; 2024Q4: 16,102 shares; 2025Q1: 15,891 shares; 2025Q2: 15,653 shares; 2025Q3: 14,835 shares 14,835 $3.61M 0.04% -818 Timeline SMPL SIMPLY GOOD FOODS CO More: the full row for SIMPLY GOOD FOODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,818 shares; 2024Q4: 184,809 shares; 2025Q1: 182,787 shares; 2025Q2: 168,700 shares; 2025Q3: 143,592 shares 143,592 $3.56M 0.04% -25,108 Timeline AAGIY AIA GROUP LTD-SP ADR More: the full row for AIA GROUP LTD-SP ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,774 shares; 2024Q4: 77,552 shares; 2025Q1: 79,079 shares; 2025Q2: 86,139 shares; 2025Q3: 90,594 shares 90,594 $3.48M 0.04% +4,455 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: 6,559 shares; 2024Q4: 6,445 shares; 2025Q1: 6,420 shares; 2025Q2: 6,401 shares; 2025Q3: 6,111 shares 6,111 $3.44M 0.04% -290 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 118,327 shares; 2025Q1: 146,046 shares; 2025Q2: 235,218 shares; 2025Q3: 235,396 shares 235,396 $3.4M 0.04% +178 Timeline IQLT 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: 414,375 shares; 2024Q4: 423,358 shares; 2025Q1: 404,125 shares; 2025Q2: 441,348 shares; 2025Q3: 74,040 shares 74,040 $3.27M 0.04% -367,308 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,659 shares; 2024Q4: 75,341 shares; 2025Q1: 59,818 shares; 2025Q2: 48,447 shares; 2025Q3: 95,050 shares 95,050 $3.25M 0.04% +46,603 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,510 shares; 2024Q4: 50,789 shares; 2025Q1: 47,863 shares; 2025Q2: 47,087 shares; 2025Q3: 42,179 shares 42,179 $3.24M 0.04% -4,908 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,786 shares; 2025Q3: 17,800 shares 17,800 $3.23M 0.04% +14 Timeline CCOI COGENT COMM HOLDINGS INC More: the full row for COGENT COMM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,074 shares; 2024Q4: 82,163 shares; 2025Q1: 81,264 shares; 2025Q2: 92,256 shares; 2025Q3: 83,719 shares 83,719 $3.21M 0.04% -8,537 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,125 shares; 2025Q3: 23,143 shares 23,143 $3.21M 0.04% +18 Timeline PRMB PRIMO BRANDS CORPORATION More: the full row for PRIMO BRANDS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 171,234 shares; 2025Q1: 168,884 shares; 2025Q2: 168,976 shares; 2025Q3: 143,492 shares 143,492 $3.17M 0.03% -25,484 Timeline PNGAY PING AN INSURANCE (GROUP) CO O More: the full row for PING AN INSURANCE (GROUP) CO O Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235,187 shares; 2024Q4: 205,106 shares; 2025Q1: 240,404 shares; 2025Q2: 238,442 shares; 2025Q3: 232,910 shares 232,910 $3.17M 0.03% -5,532 Timeline EADSY AIRBUS SE - UNSP ADR More: the full row for AIRBUS SE - UNSP ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,173 shares; 2024Q4: 73,591 shares; 2025Q1: 68,433 shares; 2025Q2: 67,643 shares; 2025Q3: 54,405 shares 54,405 $3.17M 0.03% -13,238 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: 5,219 shares; 2024Q4: 3,642 shares; 2025Q1: 3,629 shares; 2025Q2: 3,461 shares; 2025Q3: 3,287 shares 3,287 $3.13M 0.03% -174 Timeline SPMD 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: 48,222 shares; 2025Q1: 48,524 shares; 2025Q2: 48,524 shares; 2025Q3: 53,052 shares 53,052 $3.03M 0.03% +4,528 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,896 shares; 2024Q4: 116,706 shares; 2025Q1: 108,524 shares; 2025Q2: 107,427 shares; 2025Q3: 104,903 shares 104,903 $3.02M 0.03% -2,524 Timeline CXT CRANE NXT CO More: the full row for CRANE NXT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,098 shares; 2024Q4: 58,098 shares; 2025Q1: 57,333 shares; 2025Q2: 44,966 shares; 2025Q3: 44,999 shares 44,999 $3.02M 0.03% +33 Timeline DLTH DULUTH HLDGS INC More: the full row for DULUTH HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 762,777 shares; 2024Q4: 762,777 shares; 2025Q1: 762,777 shares; 2025Q2: 762,777 shares; 2025Q3: 762,777 shares 762,777 $2.98M 0.03% 0 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,186 shares; 2024Q4: 26,807 shares; 2025Q1: 26,563 shares; 2025Q2: 26,652 shares; 2025Q3: 23,073 shares 23,073 $2.96M 0.03% -3,579 Timeline BWIN THE BALDWIN INSURANCE GRP IN More: the full row for THE BALDWIN INSURANCE GRP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,151 shares; 2024Q4: 81,541 shares; 2025Q1: 93,024 shares; 2025Q2: 125,782 shares; 2025Q3: 104,951 shares 104,951 $2.96M 0.03% -20,831 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: 2,485 shares; 2024Q4: 2,485 shares; 2025Q1: 2,548 shares; 2025Q2: 8,599 shares; 2025Q3: 8,813 shares 8,813 $2.91M 0.03% +214 Timeline CTS CTS CORP More: the full row for CTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,731 shares; 2024Q4: 71,823 shares; 2025Q1: 71,135 shares; 2025Q2: 47,782 shares; 2025Q3: 72,341 shares 72,341 $2.89M 0.03% +24,559 Timeline TCEHY TENCENT HOLDINGS LTD-UNS ADR More: the full row for TENCENT HOLDINGS LTD-UNS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,577 shares; 2024Q4: 63,794 shares; 2025Q1: 45,722 shares; 2025Q2: 34,191 shares; 2025Q3: 33,412 shares 33,412 $2.85M 0.03% -779 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: 3,425 shares; 2024Q4: 3,425 shares; 2025Q1: 3,076 shares; 2025Q2: 3,902 shares; 2025Q3: 3,822 shares 3,822 $2.81M 0.03% -80 Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,289 shares; 2024Q4: 120,277 shares; 2025Q1: 130,531 shares; 2025Q2: 101,849 shares; 2025Q3: 99,529 shares 99,529 $2.79M 0.03% -2,320 Timeline RVLV REVOLVE GROUP INC More: the full row for REVOLVE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,355 shares; 2024Q4: 107,686 shares; 2025Q1: 128,660 shares; 2025Q2: 129,092 shares; 2025Q3: 129,200 shares 129,200 $2.75M 0.03% +108 Timeline WMMVY WALMART DE MEXICO-SPON ADR V More: the full row for WALMART DE MEXICO-SPON ADR V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,101 shares; 2024Q4: 115,129 shares; 2025Q1: 113,524 shares; 2025Q2: 90,713 shares; 2025Q3: 88,995 shares 88,995 $2.74M 0.03% -1,718 Timeline EPC EDGEWELL PERSONAL CARE CO More: the full row for EDGEWELL PERSONAL CARE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,056 shares; 2024Q4: 115,056 shares; 2025Q1: 113,698 shares; 2025Q2: 114,038 shares; 2025Q3: 134,168 shares 134,168 $2.73M 0.03% +20,130 Timeline ITUB ITAU UNIBANCO HLDG S A More: the full row for ITAU UNIBANCO HLDG S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 433,907 shares; 2024Q4: 373,870 shares; 2025Q1: 371,738 shares; 2025Q2: 372,210 shares; 2025Q3: 364,971 shares 364,971 $2.68M 0.03% -7,239 Timeline BINV 2023 ETF SERIES TRUST More: the full row for 2023 ETF 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: 69,155 shares 69,155 $2.66M 0.03% new Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,090 shares; 2024Q4: 102,090 shares; 2025Q1: 100,857 shares; 2025Q2: 101,191 shares; 2025Q3: 101,282 shares 101,282 $2.58M 0.03% +91 Timeline DSMC ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,043 shares; 2024Q4: 60,481 shares; 2025Q1: 64,509 shares; 2025Q2: 60,096 shares; 2025Q3: 71,111 shares 71,111 $2.55M 0.03% +11,015 Timeline SEZL SEZZLE INC More: the full row for SEZZLE 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: 31,534 shares 31,534 $2.51M 0.03% new Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,978 shares; 2024Q4: 173,804 shares; 2025Q1: 162,038 shares; 2025Q2: 160,707 shares; 2025Q3: 156,965 shares 156,965 $2.5M 0.03% -3,742 Timeline DTEGY DEUTSCHE TELEKOM AG-SPON ADR More: the full row for DEUTSCHE TELEKOM AG-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,496 shares; 2024Q4: 113,147 shares; 2025Q1: 83,311 shares; 2025Q2: 74,932 shares; 2025Q3: 73,240 shares 73,240 $2.5M 0.03% -1,692 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,906 shares; 2024Q4: 35,094 shares; 2025Q1: 36,907 shares; 2025Q2: 24,772 shares; 2025Q3: 24,790 shares 24,790 $2.46M 0.03% +18 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: 92,943 shares; 2024Q4: 44,126 shares; 2025Q1: 29,558 shares; 2025Q2: 11,557 shares; 2025Q3: 11,375 shares 11,375 $2.45M 0.03% -182 Timeline DQJCY PAN PACIFIC INTERN-UNSP ADR More: the full row for PAN PACIFIC INTERN-UNSP ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,607 shares; 2024Q4: 102,111 shares; 2025Q1: 83,967 shares; 2025Q2: 83,286 shares; 2025Q3: 73,749 shares 73,749 $2.44M 0.03% -9,537 Timeline OLN OLIN CORP More: the full row for OLIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,221 shares; 2024Q4: 98,170 shares; 2025Q1: 96,793 shares; 2025Q2: 97,071 shares; 2025Q3: 97,061 shares 97,061 $2.43M 0.03% -10 Timeline KIGRY KION GROUP AG ADR (DEU) More: the full row for KION GROUP AG ADR (DEU) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286,422 shares; 2024Q4: 223,979 shares; 2025Q1: 215,477 shares; 2025Q2: 184,378 shares; 2025Q3: 143,075 shares 143,075 $2.41M 0.03% -41,303 Timeline KRYAY KERRY GROUP PLC SPONSORED ADR More: the full row for KERRY GROUP PLC SPONSORED ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,244 shares; 2024Q4: 28,769 shares; 2025Q1: 27,480 shares; 2025Q2: 27,245 shares; 2025Q3: 26,616 shares 26,616 $2.39M 0.03% -629 Timeline DSNKY DAIICHI SANKYO CO LTD SPONSORE More: the full row for DAIICHI SANKYO CO LTD SPONSORE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,223 shares; 2024Q4: 80,170 shares; 2025Q1: 86,013 shares; 2025Q2: 95,724 shares; 2025Q3: 103,259 shares 103,259 $2.32M 0.03% +7,535 Timeline PKW 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: 23,058 shares; 2024Q4: 17,558 shares; 2025Q1: 17,558 shares; 2025Q2: 16,969 shares; 2025Q3: 16,969 shares 16,969 $2.25M 0.02% 0 Timeline SIEGY SIEMENS AG-SPONS ADR More: the full row for SIEMENS AG-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,046 shares; 2024Q4: 20,649 shares; 2025Q1: 17,103 shares; 2025Q2: 16,971 shares; 2025Q3: 16,581 shares 16,581 $2.24M 0.02% -390 Timeline SDY 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: 15,793 shares; 2024Q4: 15,793 shares; 2025Q1: 15,793 shares; 2025Q2: 15,613 shares; 2025Q3: 15,613 shares 15,613 $2.19M 0.02% 0 Timeline ADDYY ADIDAS AG SPONSORED ADR (GERMA More: the full row for ADIDAS AG SPONSORED ADR (GERMA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,077 shares; 2024Q4: 20,010 shares; 2025Q1: 18,683 shares; 2025Q2: 18,332 shares; 2025Q3: 20,442 shares 20,442 $2.17M 0.02% +2,110 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: 29,582 shares; 2024Q4: 27,684 shares; 2025Q1: 26,986 shares; 2025Q2: 25,983 shares; 2025Q3: 25,514 shares 25,514 $2.14M 0.02% -469 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: 7,591 shares; 2024Q4: 7,472 shares; 2025Q1: 7,408 shares; 2025Q2: 7,400 shares; 2025Q3: 7,375 shares 7,375 $2.08M 0.02% -25 Timeline TRYIY TORAY INDS ADR More: the full row for TORAY INDS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270,675 shares; 2024Q4: 176,054 shares; 2025Q1: 166,329 shares; 2025Q2: 164,948 shares; 2025Q3: 161,135 shares 161,135 $2.04M 0.02% -3,813 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,801 shares; 2024Q4: 140,495 shares; 2025Q1: 122,955 shares; 2025Q2: 107,806 shares; 2025Q3: 122,805 shares 122,805 $2M 0.02% +14,999 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,301 shares; 2024Q4: 21,061 shares; 2025Q1: 19,647 shares; 2025Q2: 19,613 shares; 2025Q3: 16,424 shares 16,424 $1.99M 0.02% -3,189 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS 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: 1,300 shares; 2025Q2: not reported; 2025Q3: 8,478 shares 8,478 $1.98M 0.02% new Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,036 shares; 2024Q4: 34,118 shares; 2025Q1: 30,234 shares; 2025Q2: 26,545 shares; 2025Q3: 26,029 shares 26,029 $1.94M 0.02% -516 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,366 shares 12,366 $1.93M 0.02% new Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,486 shares; 2024Q4: 11,700 shares; 2025Q1: 11,914 shares; 2025Q2: 11,700 shares; 2025Q3: 11,379 shares 11,379 $1.92M 0.02% -321 Timeline GMAB GENMAB A/S More: the full row for GENMAB A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,689 shares; 2024Q4: 46,904 shares; 2025Q1: 62,363 shares; 2025Q2: 62,930 shares; 2025Q3: 61,492 shares 61,492 $1.89M 0.02% -1,438 Timeline TSRYY TREASURY WINE ESTATES LTD. SPO More: the full row for TREASURY WINE ESTATES LTD. SPO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 313,194 shares; 2024Q4: 251,009 shares; 2025Q1: 273,264 shares; 2025Q2: 368,369 shares; 2025Q3: 406,872 shares 406,872 $1.88M 0.02% +38,503 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,937 shares; 2024Q4: 3,976 shares; 2025Q1: 3,987 shares; 2025Q2: 3,819 shares; 2025Q3: 3,817 shares 3,817 $1.86M 0.02% -2 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: 24,369 shares; 2024Q4: 24,369 shares; 2025Q1: 18,531 shares; 2025Q2: 18,531 shares; 2025Q3: 17,960 shares 17,960 $1.83M 0.02% -571 Timeline MRAAY MURATA MANUFACTUR-UNSPON ADR More: the full row for MURATA MANUFACTUR-UNSPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,454 shares; 2024Q4: 183,897 shares; 2025Q1: 189,445 shares; 2025Q2: 190,162 shares; 2025Q3: 185,714 shares 185,714 $1.75M 0.02% -4,448 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,972 shares; 2024Q4: 9,645 shares; 2025Q1: 7,038 shares; 2025Q2: 7,785 shares; 2025Q3: 7,634 shares 7,634 $1.74M 0.02% -151 Timeline NHYDY NORSK HYDRO A. S. ADR More: the full row for NORSK HYDRO A. S. ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320,898 shares; 2024Q4: 257,302 shares; 2025Q1: 254,651 shares; 2025Q2: 252,660 shares; 2025Q3: 247,680 shares 247,680 $1.7M 0.02% -4,980 Timeline LSRCY LASERTEC CORP ADR (JAPAN) More: the full row for LASERTEC CORP ADR (JAPAN) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,136 shares; 2024Q4: 46,819 shares; 2025Q1: 62,819 shares; 2025Q2: 63,080 shares; 2025Q3: 61,622 shares 61,622 $1.69M 0.02% -1,458 Timeline WIZEY WISE PLC ADR (UK) More: the full row for WISE PLC ADR (UK) 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: 116,899 shares; 2025Q3: 114,245 shares 114,245 $1.63M 0.02% -2,654 Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,835 shares; 2024Q4: 23,437 shares; 2025Q1: 22,310 shares; 2025Q2: 16,729 shares; 2025Q3: 16,411 shares 16,411 $1.62M 0.02% -318 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,951 shares; 2024Q4: 62,853 shares; 2025Q1: 62,853 shares; 2025Q2: 60,771 shares; 2025Q3: 60,771 shares 60,771 $1.6M 0.02% 0 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: 4,165 shares; 2024Q4: 3,536 shares; 2025Q1: 3,817 shares; 2025Q2: 2,700 shares; 2025Q3: 3,275 shares 3,275 $1.59M 0.02% +575 Timeline CABGY CARLSBERG AS SPONSORED ADR CL More: the full row for CARLSBERG AS SPONSORED ADR CL 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: 68,024 shares; 2025Q2: 58,273 shares; 2025Q3: 67,809 shares 67,809 $1.58M 0.02% +9,536 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,570 shares; 2024Q4: 9,081 shares; 2025Q1: 6,911 shares; 2025Q2: 5,995 shares; 2025Q3: 3,255 shares 3,255 $1.57M 0.02% -2,740 PRDSY PRADA SPA UNSPON ADR (ITALY) More: the full row for PRADA SPA UNSPON ADR (ITALY) 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: 109,850 shares; 2025Q3: 129,807 shares 129,807 $1.56M 0.02% +19,957 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,938 shares; 2024Q4: 10,194 shares; 2025Q1: 8,908 shares; 2025Q2: 5,850 shares; 2025Q3: 5,735 shares 5,735 $1.53M 0.02% -115 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,439 shares; 2024Q4: 51,330 shares; 2025Q1: 53,392 shares; 2025Q2: 85,721 shares; 2025Q3: 26,750 shares 26,750 $1.53M 0.02% -58,971 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,529 shares 18,529 $1.53M 0.02% new Timeline SXYAY SIKA AG ADR (CHE) More: the full row for SIKA AG ADR (CHE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,162 shares; 2024Q4: 71,853 shares; 2025Q1: 69,263 shares; 2025Q2: 68,941 shares; 2025Q3: 67,308 shares 67,308 $1.5M 0.02% -1,633 Timeline ATEYY ADVANTEST CORP- SPON ADR More: the full row for ADVANTEST CORP- SPON ADR 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: 23,647 shares; 2025Q3: 14,946 shares 14,946 $1.5M 0.02% -8,701 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 92,245 shares 92,245 $1.48M 0.02% new Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 151,773 shares; 2025Q1: 385,218 shares; 2025Q2: 175,548 shares; 2025Q3: 28,845 shares 28,845 $1.46M 0.02% -146,703 Timeline LZAGY LONZA GROUP AG-UNSPON ADR More: the full row for LONZA GROUP AG-UNSPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,847 shares; 2024Q4: 39,540 shares; 2025Q1: 36,865 shares; 2025Q2: 27,272 shares; 2025Q3: 21,926 shares 21,926 $1.46M 0.02% -5,346 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: 7,675 shares; 2024Q4: 7,817 shares; 2025Q1: 10,022 shares; 2025Q2: 9,842 shares; 2025Q3: 7,562 shares 7,562 $1.44M 0.02% -2,280 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,534 shares 33,534 $1.44M 0.02% new Timeline SCBFY STANDARD CHARTERED- UNSP ADR More: the full row for STANDARD CHARTERED- UNSP ADR 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: 36,496 shares 36,496 $1.44M 0.02% new Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,483 shares 22,483 $1.41M 0.02% new Timeline MOS MOSAIC CO More: the full row for MOSAIC 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: 41,720 shares; 2025Q3: 40,574 shares 40,574 $1.41M 0.02% -1,146 Timeline SHECY Shin-Etsu Chemical Co Ltd Unsp More: the full row for Shin-Etsu Chemical Co Ltd Unsp Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,504 shares; 2024Q4: 77,757 shares; 2025Q1: 87,707 shares; 2025Q2: 87,149 shares; 2025Q3: 85,165 shares 85,165 $1.39M 0.02% -1,984 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,540 shares 9,540 $1.38M 0.02% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,211 shares; 2024Q4: 1,211 shares; 2025Q1: 1,211 shares; 2025Q2: 1,211 shares; 2025Q3: 5,686 shares 5,686 $1.38M 0.02% +4,475 Timeline AIQUY AIR LIQUIDE-UNSPONSORED ADR More: the full row for AIR LIQUIDE-UNSPONSORED ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,044 shares; 2024Q4: 35,571 shares; 2025Q1: 33,153 shares; 2025Q2: 32,823 shares; 2025Q3: 32,045 shares 32,045 $1.33M 0.01% -778 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,969 shares; 2024Q4: 5,969 shares; 2025Q1: 5,969 shares; 2025Q2: 5,969 shares; 2025Q3: 5,969 shares 5,969 $1.28M 0.01% 0 Timeline HESAY HERMES INTL S A UNSPONSORED AD More: the full row for HERMES INTL S A UNSPONSORED AD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,987 shares; 2025Q3: 4,954 shares 4,954 $1.21M 0.01% +967 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS 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: 18,447 shares; 2025Q3: 36,430 shares 36,430 $1.19M 0.01% +17,983 Timeline NJDCY NIDEC CP (NIHON KABUSHIKI KAIS More: the full row for NIDEC CP (NIHON KABUSHIKI KAIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,721 shares; 2024Q4: 218,016 shares; 2025Q1: 276,986 shares; 2025Q2: 277,870 shares; 2025Q3: 271,549 shares 271,549 $1.18M 0.01% -6,321 Timeline IWF 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: 2,440 shares; 2024Q4: 2,440 shares; 2025Q1: 2,440 shares; 2025Q2: 2,440 shares; 2025Q3: 2,440 shares 2,440 $1.14M 0.01% 0 Timeline SYIEY SYMRISE AG-UNSPON ADR More: the full row for SYMRISE AG-UNSPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,561 shares; 2024Q4: 46,326 shares; 2025Q1: 44,356 shares; 2025Q2: 52,727 shares; 2025Q3: 51,485 shares 51,485 $1.11M 0.01% -1,242 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: 31,160 shares; 2024Q4: 26,300 shares; 2025Q1: 24,285 shares; 2025Q2: 19,180 shares; 2025Q3: 15,563 shares 15,563 $1.11M 0.01% -3,617 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: 4,384 shares; 2024Q4: 4,384 shares; 2025Q1: 4,384 shares; 2025Q2: 4,384 shares; 2025Q3: 4,384 shares 4,384 $1.08M 0.01% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,368 shares; 2024Q4: 4,245 shares; 2025Q1: 4,245 shares; 2025Q2: 4,084 shares; 2025Q3: 9,516 shares 9,516 $1.06M 0.01% +5,432 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,728 shares; 2024Q4: 41,587 shares; 2025Q1: 17,703 shares; 2025Q2: 13,295 shares; 2025Q3: 11,725 shares 11,725 $983K 0.01% -1,570 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: 100,375 shares; 2024Q4: 72,280 shares; 2025Q1: 11,522 shares; 2025Q2: 10,939 shares; 2025Q3: 11,160 shares 11,160 $932K 0.01% +221 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,642 shares; 2024Q4: 2,642 shares; 2025Q1: 2,642 shares; 2025Q2: 2,630 shares; 2025Q3: 2,630 shares 2,630 $897K 0.01% 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: 1,934 shares; 2024Q4: 1,934 shares; 2025Q1: 1,537 shares; 2025Q2: 1,537 shares; 2025Q3: 1,537 shares 1,537 $874K 0.01% 0 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: 8,713 shares; 2024Q4: 8,539 shares; 2025Q1: 1,737 shares; 2025Q2: 1,690 shares; 2025Q3: 1,200 shares 1,200 $819K 0.01% -490 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,045 shares; 2024Q4: 60,232 shares; 2025Q1: 42,928 shares; 2025Q2: 33,707 shares; 2025Q3: 11,615 shares 11,615 $770K 0.01% -22,092 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,106 shares; 2025Q1: 3,106 shares; 2025Q2: 3,106 shares; 2025Q3: 2,985 shares 2,985 $759K 0.01% -121 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,000 shares; 2024Q4: 124,000 shares; 2025Q1: 124,000 shares; 2025Q2: 124,000 shares; 2025Q3: 124,000 shares 124,000 $759K 0.01% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,581 shares; 2024Q4: 4,581 shares; 2025Q1: 4,581 shares; 2025Q2: 7,253 shares; 2025Q3: 8,648 shares 8,648 $755K 0.01% +1,395 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,058 shares; 2025Q1: 20,887 shares; 2025Q2: 20,389 shares; 2025Q3: 20,787 shares 20,787 $752K 0.01% +398 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,383 shares; 2024Q4: 3,010 shares; 2025Q1: 2,882 shares; 2025Q2: 2,840 shares; 2025Q3: 2,690 shares 2,690 $751K 0.01% -150 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: 3,275 shares; 2024Q4: 3,275 shares; 2025Q1: 3,275 shares; 2025Q2: 3,275 shares; 2025Q3: 3,275 shares 3,275 $723K 0.01% 0 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,000 shares; 2025Q1: not reported; 2025Q2: 12,500 shares; 2025Q3: 8,500 shares 8,500 $691K 0.01% -4,000 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: 11,714 shares; 2024Q4: 11,528 shares; 2025Q1: 11,528 shares; 2025Q2: 11,528 shares; 2025Q3: 9,825 shares 9,825 $652K 0.01% -1,703 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,653 shares; 2024Q4: 2,567 shares; 2025Q1: 4,657 shares; 2025Q2: 4,244 shares; 2025Q3: 3,815 shares 3,815 $628K 0.01% -429 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 835 shares; 2024Q4: 3,189 shares; 2025Q1: 1,335 shares; 2025Q2: 1,551 shares; 2025Q3: 1,701 shares 1,701 $622K 0.01% +150 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,897 shares; 2025Q3: 2,897 shares 2,897 $616K 0.01% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,286 shares; 2024Q4: 5,373 shares; 2025Q1: 14,270 shares; 2025Q2: 7,194 shares; 2025Q3: 6,304 shares 6,304 $609K 0.01% -890 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,140 shares; 2025Q1: 25,140 shares; 2025Q2: 25,140 shares; 2025Q3: 25,140 shares 25,140 $585K 0.01% 0 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: 58,817 shares; 2024Q4: 11,797 shares; 2025Q1: 11,797 shares; 2025Q2: 11,797 shares; 2025Q3: 8,097 shares 8,097 $554K 0.01% -3,700 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285 shares; 2024Q4: 285 shares; 2025Q1: 285 shares; 2025Q2: 285 shares; 2025Q3: 279 shares 279 $533K 0.01% -6 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: not reported; 2025Q1: not reported; 2025Q2: 2,350 shares; 2025Q3: 2,350 shares 2,350 $507K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares 3,000 $502K 0.01% 0 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 641,025 shares; 2024Q4: 283,868 shares; 2025Q1: 32,748 shares; 2025Q2: 7,547 shares; 2025Q3: 9,469 shares 9,469 $479K 0.01% +1,922 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,162 shares; 2024Q4: 8,162 shares; 2025Q1: 2,561 shares; 2025Q2: 2,309 shares; 2025Q3: 2,309 shares 2,309 $449K <0.01% 0 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: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,800 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares 4,000 $444K <0.01% 0 Timeline IWP 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: 3,128 shares; 2024Q4: 3,078 shares; 2025Q1: 3,078 shares; 2025Q2: 3,078 shares; 2025Q3: 3,078 shares 3,078 $438K <0.01% 0 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,431 shares; 2024Q4: 6,431 shares; 2025Q1: 6,431 shares; 2025Q2: 6,431 shares; 2025Q3: 6,431 shares 6,431 $434K <0.01% 0 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: 3,279 shares; 2024Q4: 3,252 shares; 2025Q1: 4,939 shares; 2025Q2: 6,170 shares; 2025Q3: 3,748 shares 3,748 $414K <0.01% -2,422 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,173 shares; 2025Q2: 8,173 shares; 2025Q3: 8,173 shares 8,173 $404K <0.01% 0 Timeline BCD ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,400 shares 11,400 $392K <0.01% new Timeline NSRGY NESTLE SA-SPONS ADR More: the full row for NESTLE SA-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,367 shares; 2024Q4: 8,015 shares; 2025Q1: 3,896 shares; 2025Q2: 3,896 shares; 2025Q3: 4,033 shares 4,033 $370K <0.01% +137 Timeline MBB 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: 3,519 shares; 2024Q4: 3,519 shares; 2025Q1: 3,519 shares; 2025Q2: 3,519 shares; 2025Q3: 3,519 shares 3,519 $335K <0.01% 0 Timeline IWO 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: 1,032 shares; 2024Q4: 1,032 shares; 2025Q1: 1,032 shares; 2025Q2: 1,032 shares; 2025Q3: 1,032 shares 1,032 $330K <0.01% 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: 3,176 shares; 2024Q4: 2,676 shares; 2025Q1: 2,676 shares; 2025Q2: 2,676 shares; 2025Q3: 3,176 shares 3,176 $327K <0.01% +500 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,851 shares; 2025Q1: 5,851 shares; 2025Q2: 5,851 shares; 2025Q3: 5,851 shares 5,851 $317K <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: 40,164 shares; 2024Q4: 12,950 shares; 2025Q1: 10,212 shares; 2025Q2: 6,782 shares; 2025Q3: 3,395 shares 3,395 $305K <0.01% -3,387 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,731 shares; 2024Q4: 1,731 shares; 2025Q1: 1,731 shares; 2025Q2: 1,721 shares; 2025Q3: 1,721 shares 1,721 $294K <0.01% 0 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,578 shares; 2024Q4: 2,578 shares; 2025Q1: 1,987 shares; 2025Q2: 1,886 shares; 2025Q3: 1,886 shares 1,886 $283K <0.01% 0 Timeline MGEE MGE ENERGY INC More: the full row for MGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,138 shares; 2024Q4: 3,138 shares; 2025Q1: 3,138 shares; 2025Q2: 3,138 shares; 2025Q3: 3,138 shares 3,138 $264K <0.01% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,888 shares; 2024Q4: 6,888 shares; 2025Q1: 6,888 shares; 2025Q2: 6,888 shares; 2025Q3: 6,888 shares 6,888 $245K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: 1,615 shares; 2025Q2: 1,615 shares; 2025Q3: 1,454 shares 1,454 $243K <0.01% -161 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,950 shares; 2024Q4: 2,950 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 2,464 shares 2,464 $241K <0.01% -236 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 398 shares; 2025Q3: 398 shares 398 $239K <0.01% 0 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: 3,675 shares; 2025Q3: 3,675 shares 3,675 $239K <0.01% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,200 shares; 2024Q4: 2,161 shares; 2025Q1: 2,124 shares; 2025Q2: 1,839 shares; 2025Q3: 1,762 shares 1,762 $239K <0.01% -77 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 494,367 shares; 2024Q4: 532,387 shares; 2025Q1: 2,467 shares; 2025Q2: 1,304 shares; 2025Q3: 1,177 shares 1,177 $231K <0.01% -127 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,923 shares; 2025Q3: 1,393 shares 1,393 $226K <0.01% -530 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,702 shares 1,702 $222K <0.01% new Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,017 shares; 2025Q2: 811 shares; 2025Q3: 742 shares 742 $218K <0.01% -69 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,230 shares 3,230 $213K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,619 shares 1,619 $208K <0.01% new Timeline