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: 3,355,921 shares; 2024Q4: 3,412,385 shares; 2025Q1: 3,488,022 shares; 2025Q2: 3,506,229 shares; 2025Q3: 3,492,242 shares 3,492,242 $1.81B 7.34% -13,987 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: 5,029,387 shares; 2024Q4: 5,159,856 shares; 2025Q1: 5,294,896 shares; 2025Q2: 5,455,298 shares; 2025Q3: 5,478,001 shares 5,478,001 $1.2B 4.88% +22,703 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: 3,414,328 shares; 2024Q4: 3,409,796 shares; 2025Q1: 3,420,751 shares; 2025Q2: 3,427,033 shares; 2025Q3: 3,310,079 shares 3,310,079 $1.13B 4.59% -116,954 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: 4,349,680 shares; 2024Q4: 4,495,149 shares; 2025Q1: 4,592,682 shares; 2025Q2: 4,746,627 shares; 2025Q3: 4,646,586 shares 4,646,586 $1.13B 4.59% -100,041 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: 4,612,244 shares; 2024Q4: 4,497,992 shares; 2025Q1: 4,910,079 shares; 2025Q2: 5,063,805 shares; 2025Q3: 5,635,294 shares 5,635,294 $1.05B 4.27% +571,489 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: 2,706,772 shares; 2024Q4: 2,836,572 shares; 2025Q1: 2,845,039 shares; 2025Q2: 2,773,075 shares; 2025Q3: 2,763,395 shares 2,763,395 $872M 3.54% -9,680 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: 2,959,490 shares; 2024Q4: 2,867,303 shares; 2025Q1: 2,842,191 shares; 2025Q2: 2,907,467 shares; 2025Q3: 3,132,050 shares 3,132,050 $798M 3.24% +224,583 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: 952,377 shares; 2024Q4: 1,002,432 shares; 2025Q1: 1,037,648 shares; 2025Q2: 1,052,963 shares; 2025Q3: 981,416 shares 981,416 $493M 2% -71,547 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: 289,262 shares; 2024Q4: 320,764 shares; 2025Q1: 447,044 shares; 2025Q2: 551,228 shares; 2025Q3: 644,191 shares 644,191 $473M 1.92% +92,963 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: 2,144,319 shares; 2024Q4: 2,042,757 shares; 2025Q1: 2,068,290 shares; 2025Q2: 1,995,782 shares; 2025Q3: 1,907,557 shares 1,907,557 $465M 1.89% -88,225 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 747,492 shares; 2024Q4: 796,317 shares; 2025Q1: 841,990 shares; 2025Q2: 905,354 shares; 2025Q3: 942,391 shares 942,391 $457M 1.86% +37,037 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: 2,541,806 shares; 2024Q4: 2,626,106 shares; 2025Q1: 2,697,536 shares; 2025Q2: 2,876,482 shares; 2025Q3: 3,008,738 shares 3,008,738 $403M 1.64% +132,256 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: 5,441,097 shares; 2024Q4: 5,605,600 shares; 2025Q1: 5,754,838 shares; 2025Q2: 5,704,221 shares; 2025Q3: 5,752,319 shares 5,752,319 $381M 1.55% +48,098 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: 3,361,932 shares; 2024Q4: 3,219,244 shares; 2025Q1: 3,419,637 shares; 2025Q2: 3,282,856 shares; 2025Q3: 2,968,161 shares 2,968,161 $367M 1.49% -314,695 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: 555,162 shares; 2024Q4: 553,133 shares; 2025Q1: 557,783 shares; 2025Q2: 563,116 shares; 2025Q3: 539,230 shares 539,230 $307M 1.25% -23,886 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: 501,459 shares; 2024Q4: 545,095 shares; 2025Q1: 589,863 shares; 2025Q2: 612,919 shares; 2025Q3: 624,719 shares 624,719 $304M 1.23% +11,800 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 683,612 shares; 2024Q4: 710,222 shares; 2025Q1: 777,968 shares; 2025Q2: 1,967,239 shares; 2025Q3: 2,513,659 shares 2,513,659 $301M 1.22% +546,420 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,979 shares; 2024Q4: 47,300 shares; 2025Q1: 49,739 shares; 2025Q2: 53,985 shares; 2025Q3: 53,866 shares 53,866 $291M 1.18% -119 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: 539,440 shares; 2024Q4: 536,875 shares; 2025Q1: 537,339 shares; 2025Q2: 584,284 shares; 2025Q3: 584,563 shares 584,563 $278M 1.13% +279 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: 1,025,230 shares; 2024Q4: 1,078,328 shares; 2025Q1: 1,185,243 shares; 2025Q2: 1,320,274 shares; 2025Q3: 1,105,760 shares 1,105,760 $273M 1.11% -214,514 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,315,784 shares; 2024Q4: 947,332 shares; 2025Q1: 937,240 shares; 2025Q2: 937,358 shares; 2025Q3: 988,928 shares 988,928 $267M 1.08% +51,570 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: 670,930 shares; 2024Q4: 666,582 shares; 2025Q1: 778,557 shares; 2025Q2: 888,503 shares; 2025Q3: 941,576 shares 941,576 $263M 1.07% +53,073 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: 156,896 shares; 2024Q4: 189,746 shares; 2025Q1: 224,179 shares; 2025Q2: 274,999 shares; 2025Q3: 339,938 shares 339,938 $259M 1.05% +64,939 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: 585,167 shares; 2024Q4: 655,849 shares; 2025Q1: 770,666 shares; 2025Q2: 990,944 shares; 2025Q3: 1,264,247 shares 1,264,247 $255M 1.03% +273,303 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: 300,282 shares; 2024Q4: 292,458 shares; 2025Q1: 280,347 shares; 2025Q2: 276,130 shares; 2025Q3: 268,789 shares 268,789 $249M 1.01% -7,341 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: 574,642 shares; 2024Q4: 595,304 shares; 2025Q1: 587,802 shares; 2025Q2: 577,637 shares; 2025Q3: 582,821 shares 582,821 $236M 0.96% +5,184 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: 2,405,458 shares; 2024Q4: 2,395,578 shares; 2025Q1: 2,339,391 shares; 2025Q2: 2,250,448 shares; 2025Q3: 2,281,977 shares 2,281,977 $223M 0.9% +31,529 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: 49,610 shares; 2024Q4: 46,864 shares; 2025Q1: 45,254 shares; 2025Q2: 97,900 shares; 2025Q3: 667,398 shares 667,398 $220M 0.89% +569,498 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,593 shares; 2024Q4: 135,471 shares; 2025Q1: 208,182 shares; 2025Q2: 245,539 shares; 2025Q3: 276,364 shares 276,364 $220M 0.89% +30,825 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,112,201 shares; 2024Q4: 893,132 shares; 2025Q1: 1,472,149 shares; 2025Q2: 1,577,832 shares; 2025Q3: 1,478,608 shares 1,478,608 $220M 0.89% -99,224 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: 281,378 shares; 2024Q4: 277,143 shares; 2025Q1: 301,274 shares; 2025Q2: 313,703 shares; 2025Q3: 321,555 shares 321,555 $220M 0.89% +7,852 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: 1,084,748 shares; 2024Q4: 1,221,129 shares; 2025Q1: 1,349,484 shares; 2025Q2: 1,416,655 shares; 2025Q3: 1,412,012 shares 1,412,012 $217M 0.88% -4,643 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 485,160 shares; 2024Q4: 466,499 shares; 2025Q1: 460,359 shares; 2025Q2: 460,364 shares; 2025Q3: 462,292 shares 462,292 $207M 0.84% +1,928 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 386,124 shares; 2024Q4: 468,189 shares; 2025Q1: 569,190 shares; 2025Q2: 561,610 shares; 2025Q3: 559,949 shares 559,949 $197M 0.8% -1,661 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 425,558 shares; 2024Q4: 434,028 shares; 2025Q1: 567,493 shares; 2025Q2: 695,180 shares; 2025Q3: 801,693 shares 801,693 $190M 0.77% +106,513 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: 721,330 shares; 2024Q4: 903,076 shares; 2025Q1: 940,427 shares; 2025Q2: 860,920 shares; 2025Q3: 812,323 shares 812,323 $182M 0.74% -48,597 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 413,601 shares; 2024Q4: 821,434 shares; 2025Q1: 822,218 shares; 2025Q2: 859,167 shares; 2025Q3: 868,983 shares 868,983 $177M 0.72% +9,816 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,740 shares; 2024Q4: 197,713 shares; 2025Q1: 209,476 shares; 2025Q2: 210,779 shares; 2025Q3: 218,956 shares 218,956 $171M 0.7% +8,177 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,235 shares; 2024Q4: 48,476 shares; 2025Q1: 103,066 shares; 2025Q2: 1,505,124 shares; 2025Q3: 1,500,251 shares 1,500,251 $162M 0.66% -4,873 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: 1,582,455 shares; 2024Q4: 1,524,573 shares; 2025Q1: 1,516,918 shares; 2025Q2: 1,479,371 shares; 2025Q3: 1,481,608 shares 1,481,608 $153M 0.62% +2,237 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: 540,810 shares; 2024Q4: 587,185 shares; 2025Q1: 618,531 shares; 2025Q2: 614,945 shares; 2025Q3: 428,232 shares 428,232 $151M 0.61% -186,713 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: 1,207,318 shares; 2024Q4: 983,260 shares; 2025Q1: 898,893 shares; 2025Q2: 850,658 shares; 2025Q3: 801,879 shares 801,879 $149M 0.6% -48,779 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: 1,055,712 shares; 2024Q4: 1,016,540 shares; 2025Q1: 1,010,942 shares; 2025Q2: 1,001,108 shares; 2025Q3: 1,020,903 shares 1,020,903 $148M 0.6% +19,795 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: 347,135 shares; 2024Q4: 337,791 shares; 2025Q1: 292,435 shares; 2025Q2: 297,251 shares; 2025Q3: 310,639 shares 310,639 $142M 0.58% +13,388 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: 874,736 shares; 2024Q4: 985,485 shares; 2025Q1: 1,029,671 shares; 2025Q2: 1,056,105 shares; 2025Q3: 838,701 shares 838,701 $140M 0.57% -217,404 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,345 shares; 2024Q4: 134,129 shares; 2025Q1: 142,600 shares; 2025Q2: 152,679 shares; 2025Q3: 148,500 shares 148,500 $137M 0.55% -4,179 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 686,293 shares; 2024Q4: 661,464 shares; 2025Q1: 629,890 shares; 2025Q2: 624,201 shares; 2025Q3: 624,181 shares 624,181 $128M 0.52% -20 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,829 shares; 2024Q4: 205,252 shares; 2025Q1: 203,953 shares; 2025Q2: 202,086 shares; 2025Q3: 202,076 shares 202,076 $127M 0.52% -10 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: 764,832 shares; 2024Q4: 652,535 shares; 2025Q1: 705,313 shares; 2025Q2: 762,845 shares; 2025Q3: 771,919 shares 771,919 $123M 0.5% +9,074 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: 1,236,718 shares; 2024Q4: 1,395,281 shares; 2025Q1: 1,505,092 shares; 2025Q2: 1,651,653 shares; 2025Q3: 1,633,612 shares 1,633,612 $122M 0.49% -18,041 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 309,086 shares; 2024Q4: 796,496 shares; 2025Q1: 1,108,995 shares; 2025Q2: 1,073,588 shares; 2025Q3: 1,225,729 shares 1,225,729 $120M 0.49% +152,141 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,527,773 shares; 2025Q1: 1,489,872 shares; 2025Q2: 1,382,958 shares; 2025Q3: 1,365,739 shares 1,365,739 $118M 0.48% -17,219 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 681,445 shares; 2024Q4: 657,075 shares; 2025Q1: 653,326 shares; 2025Q2: 645,827 shares; 2025Q3: 661,576 shares 661,576 $116M 0.47% +15,749 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,250 shares; 2024Q4: 353,996 shares; 2025Q1: 352,338 shares; 2025Q2: 356,091 shares; 2025Q3: 355,631 shares 355,631 $115M 0.47% -460 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,994,466 shares; 2024Q4: 1,994,285 shares; 2025Q1: 1,982,660 shares; 2025Q2: 1,958,117 shares; 2025Q3: 1,958,117 shares 1,958,117 $115M 0.47% 0 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: 529,325 shares; 2024Q4: 695,247 shares; 2025Q1: 699,540 shares; 2025Q2: 746,922 shares; 2025Q3: 740,376 shares 740,376 $115M 0.47% -6,546 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: 1,046,656 shares; 2024Q4: 1,047,192 shares; 2025Q1: 1,041,304 shares; 2025Q2: 1,046,021 shares; 2025Q3: 1,046,021 shares 1,046,021 $109M 0.44% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,862,495 shares; 2024Q4: 1,859,092 shares; 2025Q1: 1,772,700 shares; 2025Q2: 1,768,168 shares; 2025Q3: 1,745,502 shares 1,745,502 $109M 0.44% -22,666 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: 572,241 shares; 2024Q4: 475,135 shares; 2025Q1: 319,832 shares; 2025Q2: 304,134 shares; 2025Q3: 353,145 shares 353,145 $107M 0.44% +49,011 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,640 shares; 2024Q4: 337,482 shares; 2025Q1: 657,186 shares; 2025Q2: 735,396 shares; 2025Q3: 814,372 shares 814,372 $106M 0.43% +78,976 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 439,525 shares; 2024Q4: 439,492 shares; 2025Q1: 437,438 shares; 2025Q2: 431,580 shares; 2025Q3: 431,446 shares 431,446 $103M 0.42% -134 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,052 shares; 2024Q4: 145,680 shares; 2025Q1: 196,334 shares; 2025Q2: 201,549 shares; 2025Q3: 201,193 shares 201,193 $100M 0.41% -356 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,902 shares; 2024Q4: 476,544 shares; 2025Q1: 545,959 shares; 2025Q2: 564,275 shares; 2025Q3: 589,217 shares 589,217 $99.3M 0.4% +24,942 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: 213,160 shares; 2024Q4: 207,183 shares; 2025Q1: 222,471 shares; 2025Q2: 227,901 shares; 2025Q3: 199,111 shares 199,111 $95M 0.39% -28,790 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267,932 shares; 2024Q4: 267,950 shares; 2025Q1: 266,643 shares; 2025Q2: 267,178 shares; 2025Q3: 273,841 shares 273,841 $94.8M 0.39% +6,663 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: 516,226 shares; 2024Q4: 562,473 shares; 2025Q1: 520,818 shares; 2025Q2: 471,855 shares; 2025Q3: 450,076 shares 450,076 $94.7M 0.38% -21,779 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333,903 shares; 2024Q4: 334,223 shares; 2025Q1: 333,183 shares; 2025Q2: 333,042 shares; 2025Q3: 332,921 shares 332,921 $94M 0.38% -121 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: 1,615,960 shares; 2024Q4: 1,695,027 shares; 2025Q1: 1,881,353 shares; 2025Q2: 1,897,389 shares; 2025Q3: 1,891,842 shares 1,891,842 $91.4M 0.37% -5,547 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: 379,415 shares; 2024Q4: 391,225 shares; 2025Q1: 389,186 shares; 2025Q2: 390,045 shares; 2025Q3: 411,118 shares 411,118 $90.8M 0.37% +21,073 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: 309,194 shares; 2024Q4: 328,287 shares; 2025Q1: 519,279 shares; 2025Q2: 704,535 shares; 2025Q3: 786,320 shares 786,320 $88.7M 0.36% +81,785 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,659 shares; 2024Q4: 54,294 shares; 2025Q1: 55,900 shares; 2025Q2: 66,055 shares; 2025Q3: 71,749 shares 71,749 $86M 0.35% +5,694 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: 4,115 shares; 2024Q4: 3,031 shares; 2025Q1: 3,031 shares; 2025Q2: 85,260 shares; 2025Q3: 113,345 shares 113,345 $85.9M 0.35% +28,085 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 784,304 shares; 2024Q4: 784,021 shares; 2025Q1: 763,981 shares; 2025Q2: 732,135 shares; 2025Q3: 748,935 shares 748,935 $85.8M 0.35% +16,800 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: 209,337 shares; 2024Q4: 223,080 shares; 2025Q1: 241,499 shares; 2025Q2: 290,202 shares; 2025Q3: 2,490,530 shares 2,490,530 $85.1M 0.35% +2,200,328 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,615,661 shares; 2024Q4: 1,580,532 shares; 2025Q1: 1,351,682 shares; 2025Q2: 924,449 shares; 2025Q3: 736,197 shares 736,197 $84.3M 0.34% -188,252 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 449,534 shares; 2024Q4: 547,271 shares; 2025Q1: 605,692 shares; 2025Q2: 656,297 shares; 2025Q3: 799,265 shares 799,265 $79.9M 0.32% +142,968 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: 361,048 shares; 2024Q4: 425,830 shares; 2025Q1: 412,516 shares; 2025Q2: 381,153 shares; 2025Q3: 412,788 shares 412,788 $79.4M 0.32% +31,635 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: 307,785 shares; 2024Q4: 285,903 shares; 2025Q1: 274,905 shares; 2025Q2: 278,780 shares; 2025Q3: 289,572 shares 289,572 $79.3M 0.32% +10,792 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 344,749 shares; 2025Q1: 343,245 shares; 2025Q2: 344,664 shares; 2025Q3: 344,564 shares 344,564 $79.2M 0.32% -100 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 402,128 shares; 2024Q4: 435,999 shares; 2025Q1: 463,489 shares; 2025Q2: 504,474 shares; 2025Q3: 532,064 shares 532,064 $77.9M 0.32% +27,590 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,181 shares; 2024Q4: 136,437 shares; 2025Q1: 143,768 shares; 2025Q2: 137,219 shares; 2025Q3: 117,569 shares 117,569 $75.1M 0.3% -19,650 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: not reported; 2024Q4: 275,457 shares; 2025Q1: 406,379 shares; 2025Q2: 589,460 shares; 2025Q3: 794,703 shares 794,703 $74.5M 0.3% +205,243 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,020 shares; 2024Q4: 209,719 shares; 2025Q1: 211,593 shares; 2025Q2: 207,750 shares; 2025Q3: 205,882 shares 205,882 $73.2M 0.3% -1,868 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,130 shares; 2025Q2: 154,166 shares; 2025Q3: 159,566 shares 159,566 $73M 0.3% +5,400 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,381 shares; 2024Q4: 104,618 shares; 2025Q1: 131,927 shares; 2025Q2: 144,613 shares; 2025Q3: 138,810 shares 138,810 $69.2M 0.28% -5,803 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,620 shares; 2024Q4: 142,877 shares; 2025Q1: 297,854 shares; 2025Q2: 332,288 shares; 2025Q3: 434,466 shares 434,466 $68.5M 0.28% +102,178 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 49,455 shares; 2025Q1: 54,172 shares; 2025Q2: 58,015 shares; 2025Q3: 56,715 shares 56,715 $66.1M 0.27% -1,300 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: 102,075 shares; 2024Q4: 105,402 shares; 2025Q1: 86,250 shares; 2025Q2: 103,183 shares; 2025Q3: 104,431 shares 104,431 $64M 0.26% +1,248 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,125,017 shares; 2024Q4: 2,072,427 shares; 2025Q1: 2,071,956 shares; 2025Q2: 1,883,603 shares; 2025Q3: 1,817,258 shares 1,817,258 $62.5M 0.25% -66,345 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: 311,807 shares; 2024Q4: 319,502 shares; 2025Q1: 296,882 shares; 2025Q2: 347,366 shares; 2025Q3: 279,470 shares 279,470 $55.4M 0.22% -67,896 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: 1,220,504 shares; 2024Q4: 1,265,927 shares; 2025Q1: 1,295,564 shares; 2025Q2: 1,405,410 shares; 2025Q3: 1,400,862 shares 1,400,862 $54.9M 0.22% -4,548 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 443,165 shares; 2024Q4: 424,572 shares; 2025Q1: 414,783 shares; 2025Q2: 410,989 shares; 2025Q3: 369,965 shares 369,965 $54.6M 0.22% -41,024 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,606 shares; 2024Q4: 181,697 shares; 2025Q1: 159,043 shares; 2025Q2: 142,160 shares; 2025Q3: 97,214 shares 97,214 $53.2M 0.22% -44,946 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: 72,507 shares; 2024Q4: 74,816 shares; 2025Q1: 76,165 shares; 2025Q2: 76,858 shares; 2025Q3: 75,171 shares 75,171 $50.1M 0.2% -1,687 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: 1,348,744 shares; 2024Q4: 1,247,344 shares; 2025Q1: 1,218,307 shares; 2025Q2: 1,005,137 shares; 2025Q3: 926,992 shares 926,992 $47.8M 0.19% -78,145 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,635 shares; 2024Q4: 203,009 shares; 2025Q1: 202,640 shares; 2025Q2: 149,006 shares; 2025Q3: 158,147 shares 158,147 $47.6M 0.19% +9,141 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: 12,716 shares; 2024Q4: 162,702 shares; 2025Q1: 250,287 shares; 2025Q2: 260,973 shares; 2025Q3: 253,398 shares 253,398 $46.6M 0.19% -7,575 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 280,471 shares; 2024Q4: 251,216 shares; 2025Q1: 248,013 shares; 2025Q2: 247,880 shares; 2025Q3: 298,232 shares 298,232 $44M 0.18% +50,352 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: 651,127 shares; 2024Q4: 648,242 shares; 2025Q1: 451,518 shares; 2025Q2: 478,540 shares; 2025Q3: 520,202 shares 520,202 $43.7M 0.18% +41,662 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,864 shares; 2025Q1: 52,826 shares; 2025Q2: 55,157 shares; 2025Q3: 55,769 shares 55,769 $43.1M 0.17% +612 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 580,021 shares; 2024Q4: 602,049 shares; 2025Q1: 620,622 shares; 2025Q2: 645,861 shares; 2025Q3: 611,662 shares 611,662 $41.9M 0.17% -34,199 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,751 shares; 2024Q4: 99,549 shares; 2025Q1: 84,501 shares; 2025Q2: 93,247 shares; 2025Q3: 91,048 shares 91,048 $40.5M 0.16% -2,199 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 472,560 shares; 2024Q4: 484,364 shares; 2025Q1: 512,694 shares; 2025Q2: 507,990 shares; 2025Q3: 442,030 shares 442,030 $40.4M 0.16% -65,960 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,368 shares; 2024Q4: 206,231 shares; 2025Q1: 231,682 shares; 2025Q2: 230,977 shares; 2025Q3: 193,236 shares 193,236 $39M 0.16% -37,741 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,626 shares; 2024Q4: 131,756 shares; 2025Q1: 134,175 shares; 2025Q2: 137,338 shares; 2025Q3: 149,449 shares 149,449 $37.6M 0.15% +12,111 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 627 shares; 2025Q1: 8,591 shares; 2025Q2: 8,665 shares; 2025Q3: 8,640 shares 8,640 $37.1M 0.15% -25 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,033 shares; 2024Q4: 59,425 shares; 2025Q1: 59,221 shares; 2025Q2: 58,778 shares; 2025Q3: 59,365 shares 59,365 $36.5M 0.15% +587 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: 557,126 shares; 2024Q4: 511,949 shares; 2025Q1: 402,080 shares; 2025Q2: 328,358 shares; 2025Q3: 255,942 shares 255,942 $35.9M 0.15% -72,416 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,853 shares; 2024Q4: 193,853 shares; 2025Q1: 173,877 shares; 2025Q2: 148,226 shares; 2025Q3: 138,177 shares 138,177 $35.7M 0.14% -10,049 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: 1,208,941 shares; 2024Q4: 1,262,015 shares; 2025Q1: 497,806 shares; 2025Q2: 477,532 shares; 2025Q3: 409,261 shares 409,261 $34.3M 0.14% -68,271 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 809,725 shares; 2024Q4: 803,947 shares; 2025Q1: 811,847 shares; 2025Q2: 839,834 shares; 2025Q3: 390,538 shares 390,538 $32.8M 0.13% -449,296 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB 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: 35,300 shares; 2025Q3: 343,107 shares 343,107 $32M 0.13% +307,807 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: 546,833 shares; 2024Q4: 635,788 shares; 2025Q1: 709,752 shares; 2025Q2: 538,698 shares; 2025Q3: 390,568 shares 390,568 $29.5M 0.12% -148,130 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 365,787 shares; 2024Q4: 352,838 shares; 2025Q1: 291,452 shares; 2025Q2: 290,196 shares; 2025Q3: 263,296 shares 263,296 $28.9M 0.12% -26,900 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,598 shares; 2024Q4: 73,819 shares; 2025Q1: 69,853 shares; 2025Q2: 68,737 shares; 2025Q3: 66,195 shares 66,195 $27.9M 0.11% -2,542 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,589 shares; 2024Q4: 278,337 shares; 2025Q1: 289,196 shares; 2025Q2: 306,430 shares; 2025Q3: 370,099 shares 370,099 $27.8M 0.11% +63,669 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,054 shares; 2024Q4: 114,216 shares; 2025Q1: 129,260 shares; 2025Q2: 133,391 shares; 2025Q3: 133,188 shares 133,188 $27.3M 0.11% -203 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,996 shares; 2024Q4: 117,928 shares; 2025Q1: 113,468 shares; 2025Q2: 111,881 shares; 2025Q3: 108,600 shares 108,600 $26.9M 0.11% -3,281 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: 32,677 shares; 2024Q4: 22,587 shares; 2025Q1: 23,766 shares; 2025Q2: 23,257 shares; 2025Q3: 85,979 shares 85,979 $24.2M 0.1% +62,722 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,232 shares; 2024Q4: 25,197 shares; 2025Q1: 35,349 shares; 2025Q2: 34,032 shares; 2025Q3: 32,730 shares 32,730 $23.5M 0.1% -1,302 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,773 shares; 2024Q4: 149,587 shares; 2025Q1: 153,863 shares; 2025Q2: 160,279 shares; 2025Q3: 182,224 shares 182,224 $23.1M 0.09% +21,945 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,640 shares; 2024Q4: 9,724 shares; 2025Q1: 10,384 shares; 2025Q2: 9,344 shares; 2025Q3: 9,706 shares 9,706 $22.7M 0.09% +362 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 594,269 shares; 2024Q4: 566,128 shares; 2025Q1: 563,158 shares; 2025Q2: 548,275 shares; 2025Q3: 515,321 shares 515,321 $22.6M 0.09% -32,954 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: 229,577 shares; 2024Q4: 255,655 shares; 2025Q1: 294,313 shares; 2025Q2: 297,007 shares; 2025Q3: 157,225 shares 157,225 $21.8M 0.09% -139,782 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: 503,553 shares; 2024Q4: 487,605 shares; 2025Q1: 389,419 shares; 2025Q2: 340,345 shares; 2025Q3: 311,757 shares 311,757 $21.7M 0.09% -28,588 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,366 shares; 2024Q4: 86,769 shares; 2025Q1: 83,973 shares; 2025Q2: 83,571 shares; 2025Q3: 93,182 shares 93,182 $21.4M 0.09% +9,611 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,606 shares; 2024Q4: 98,525 shares; 2025Q1: 141,531 shares; 2025Q2: 149,687 shares; 2025Q3: 157,866 shares 157,866 $20.6M 0.08% +8,179 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: 302,003 shares; 2024Q4: 292,031 shares; 2025Q1: 287,094 shares; 2025Q2: 294,573 shares; 2025Q3: 292,062 shares 292,062 $20M 0.08% -2,511 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,104,480 shares; 2024Q4: 948,774 shares; 2025Q1: 946,248 shares; 2025Q2: 179,223 shares; 2025Q3: 222,039 shares 222,039 $19.6M 0.08% +42,816 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,530 shares; 2024Q4: 48,317 shares; 2025Q1: 49,251 shares; 2025Q2: 49,150 shares; 2025Q3: 45,303 shares 45,303 $19.3M 0.08% -3,847 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,460 shares; 2024Q4: 96,640 shares; 2025Q1: 70,011 shares; 2025Q2: 62,414 shares; 2025Q3: 60,266 shares 60,266 $19.1M 0.08% -2,148 Timeline SPYX 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: 419,083 shares; 2024Q4: 419,083 shares; 2025Q1: 419,083 shares; 2025Q2: 336,612 shares; 2025Q3: 336,612 shares 336,612 $18.5M 0.07% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285,396 shares; 2024Q4: 241,355 shares; 2025Q1: 235,150 shares; 2025Q2: 225,350 shares; 2025Q3: 178,283 shares 178,283 $18.1M 0.07% -47,067 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: 29,944 shares; 2024Q4: 29,443 shares; 2025Q1: 27,401 shares; 2025Q2: 27,302 shares; 2025Q3: 28,638 shares 28,638 $17.2M 0.07% +1,336 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: 89,755 shares; 2024Q4: 79,428 shares; 2025Q1: 73,856 shares; 2025Q2: 71,713 shares; 2025Q3: 71,635 shares 71,635 $16.6M 0.07% -78 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,576 shares; 2024Q4: 47,797 shares; 2025Q1: 56,094 shares; 2025Q2: 56,094 shares; 2025Q3: 57,138 shares 57,138 $16.5M 0.07% +1,044 Timeline EWJ 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: 201,365 shares; 2024Q4: 194,060 shares; 2025Q1: 206,025 shares; 2025Q2: 210,533 shares; 2025Q3: 197,130 shares 197,130 $15.8M 0.06% -13,403 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,410 shares; 2024Q4: 295,140 shares; 2025Q1: 294,906 shares; 2025Q2: 294,756 shares; 2025Q3: 294,561 shares 294,561 $15.6M 0.06% -195 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: 181,107 shares; 2024Q4: 237,395 shares; 2025Q1: 220,134 shares; 2025Q2: 49,525 shares; 2025Q3: 44,330 shares 44,330 $15.3M 0.06% -5,195 Timeline VPL 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: 147,287 shares; 2024Q4: 163,090 shares; 2025Q1: 168,449 shares; 2025Q2: 175,237 shares; 2025Q3: 173,335 shares 173,335 $15.2M 0.06% -1,902 Timeline EWU 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: 245,673 shares; 2024Q4: 287,477 shares; 2025Q1: 345,688 shares; 2025Q2: 358,390 shares; 2025Q3: 362,594 shares 362,594 $15.2M 0.06% +4,204 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 553,623 shares; 2024Q4: 559,517 shares; 2025Q1: 556,910 shares; 2025Q2: 537,149 shares; 2025Q3: 477,092 shares 477,092 $14.6M 0.06% -60,057 Timeline LSAK LESAKA TECHNOLOGIES INC More: the full row for LESAKA TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,272,332 shares; 2024Q4: 1,272,332 shares; 2025Q1: 1,797,332 shares; 2025Q2: 3,419,420 shares; 2025Q3: 3,419,420 shares 3,419,420 $14.2M 0.06% 0 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: 253,220 shares; 2024Q4: 226,301 shares; 2025Q1: 214,656 shares; 2025Q2: 199,516 shares; 2025Q3: 175,577 shares 175,577 $14M 0.06% -23,939 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,385 shares; 2024Q4: 92,359 shares; 2025Q1: 91,830 shares; 2025Q2: 90,071 shares; 2025Q3: 89,821 shares 89,821 $14M 0.06% -250 Timeline VT 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: 108,435 shares; 2024Q4: 107,707 shares; 2025Q1: 108,693 shares; 2025Q2: 88,618 shares; 2025Q3: 96,234 shares 96,234 $13.3M 0.05% +7,616 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,586 shares; 2024Q4: 198,961 shares; 2025Q1: 202,127 shares; 2025Q2: 205,965 shares; 2025Q3: 200,088 shares 200,088 $12.5M 0.05% -5,877 Timeline HYBL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 305,000 shares; 2025Q1: 436,000 shares; 2025Q2: 436,000 shares; 2025Q3: 436,000 shares 436,000 $12.5M 0.05% 0 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: 203,630 shares; 2024Q4: 295,699 shares; 2025Q1: 275,548 shares; 2025Q2: 185,075 shares; 2025Q3: 182,564 shares 182,564 $12.2M 0.05% -2,511 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: 74,031 shares; 2024Q4: 53,446 shares; 2025Q1: 53,735 shares; 2025Q2: 61,573 shares; 2025Q3: 67,827 shares 67,827 $12.1M 0.05% +6,254 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: 605,091 shares; 2024Q4: 585,057 shares; 2025Q1: 560,515 shares; 2025Q2: 487,528 shares; 2025Q3: 474,535 shares 474,535 $12.1M 0.05% -12,993 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272,505 shares; 2024Q4: 304,766 shares; 2025Q1: 312,092 shares; 2025Q2: 284,567 shares; 2025Q3: 281,219 shares 281,219 $11.8M 0.05% -3,348 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: 67,873 shares; 2024Q4: 57,575 shares; 2025Q1: 44,486 shares; 2025Q2: 44,000 shares; 2025Q3: 43,000 shares 43,000 $11.7M 0.05% -1,000 Timeline BRK-A 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: 17 shares; 2024Q4: 15 shares; 2025Q1: 14 shares; 2025Q2: 15 shares; 2025Q3: 15 shares 15 $11.3M 0.05% 0 Timeline INOD INNODATA INC More: the full row for INNODATA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,409 shares; 2024Q4: 123,014 shares; 2025Q1: 127,710 shares; 2025Q2: 136,401 shares; 2025Q3: 144,584 shares 144,584 $11.1M 0.05% +8,183 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: 1,078,747 shares; 2024Q4: 69,415 shares; 2025Q1: 30,915 shares; 2025Q2: 118,068 shares; 2025Q3: 114,554 shares 114,554 $10.9M 0.04% -3,514 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,505 shares; 2024Q4: 27,837 shares; 2025Q1: 29,028 shares; 2025Q2: 29,629 shares; 2025Q3: 29,317 shares 29,317 $10.8M 0.04% -312 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,315 shares; 2024Q4: 30,962 shares; 2025Q1: 30,962 shares; 2025Q2: 33,604 shares; 2025Q3: 34,399 shares 34,399 $10.7M 0.04% +795 Timeline IXN 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: 86,801 shares; 2024Q4: 93,648 shares; 2025Q1: 95,168 shares; 2025Q2: 91,364 shares; 2025Q3: 102,863 shares 102,863 $10.6M 0.04% +11,499 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,832 shares; 2024Q4: 37,005 shares; 2025Q1: 38,821 shares; 2025Q2: 36,422 shares; 2025Q3: 37,159 shares 37,159 $10.5M 0.04% +737 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,402 shares; 2024Q4: 29,842 shares; 2025Q1: 27,185 shares; 2025Q2: 26,994 shares; 2025Q3: 26,964 shares 26,964 $10.1M 0.04% -30 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: 110,607 shares; 2024Q4: 110,062 shares; 2025Q1: 112,556 shares; 2025Q2: 112,357 shares; 2025Q3: 113,341 shares 113,341 $9.5M 0.04% +984 Timeline VNQ 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: 127,735 shares; 2024Q4: 124,554 shares; 2025Q1: 123,737 shares; 2025Q2: 122,957 shares; 2025Q3: 102,982 shares 102,982 $9.41M 0.04% -19,975 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: 57,618 shares; 2024Q4: 59,741 shares; 2025Q1: 58,155 shares; 2025Q2: 41,912 shares; 2025Q3: 16,590 shares 16,590 $9.41M 0.04% -25,322 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,333 shares; 2024Q4: 1,364 shares; 2025Q1: 879 shares; 2025Q2: 6,021 shares; 2025Q3: 13,442 shares 13,442 $9.38M 0.04% +7,421 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,134,699 shares; 2024Q4: 1,159,013 shares; 2025Q1: 1,086,869 shares; 2025Q2: 690,351 shares; 2025Q3: 138,523 shares 138,523 $9.32M 0.04% -551,828 Timeline CERT CERTARA INC More: the full row for CERTARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 757,290 shares; 2024Q4: 756,990 shares; 2025Q1: 756,990 shares; 2025Q2: 756,990 shares; 2025Q3: 756,990 shares 756,990 $9.25M 0.04% 0 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: 59,805 shares; 2024Q4: 59,762 shares; 2025Q1: 53,637 shares; 2025Q2: 53,028 shares; 2025Q3: 53,905 shares 53,905 $9.08M 0.04% +877 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,189 shares; 2024Q4: 174,110 shares; 2025Q1: 228,292 shares; 2025Q2: 345,007 shares; 2025Q3: 438,807 shares 438,807 $8.96M 0.04% +93,800 Timeline DEFT DEFI TECHNOLOGIES INC More: the full row for DEFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,799,330 shares; 2025Q3: 2,635,315 shares 2,635,315 $8.85M 0.04% -164,015 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,978 shares; 2024Q4: 133,328 shares; 2025Q1: 133,828 shares; 2025Q2: 132,578 shares; 2025Q3: 132,578 shares 132,578 $8.57M 0.03% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,597 shares; 2024Q4: 109,334 shares; 2025Q1: 123,173 shares; 2025Q2: 61,887 shares; 2025Q3: 45,797 shares 45,797 $8.57M 0.03% -16,090 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: 113,617 shares; 2024Q4: 118,617 shares; 2025Q1: 127,316 shares; 2025Q2: 133,405 shares; 2025Q3: 157,747 shares 157,747 $8.55M 0.03% +24,342 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,348 shares; 2024Q4: 105,748 shares; 2025Q1: 104,239 shares; 2025Q2: 104,126 shares; 2025Q3: 103,541 shares 103,541 $8.28M 0.03% -585 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,150 shares; 2024Q4: 36,474 shares; 2025Q1: 46,688 shares; 2025Q2: 51,345 shares; 2025Q3: 55,853 shares 55,853 $7.9M 0.03% +4,508 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,985 shares; 2024Q4: 32,367 shares; 2025Q1: 29,613 shares; 2025Q2: 47,716 shares; 2025Q3: 55,440 shares 55,440 $7.59M 0.03% +7,724 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,321 shares; 2024Q4: 86,796 shares; 2025Q1: 86,686 shares; 2025Q2: 88,166 shares; 2025Q3: 89,079 shares 89,079 $7.51M 0.03% +913 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: 42,045 shares; 2024Q4: 40,343 shares; 2025Q1: 38,848 shares; 2025Q2: 36,905 shares; 2025Q3: 31,409 shares 31,409 $7.42M 0.03% -5,496 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: 20,109 shares; 2024Q4: 22,440 shares; 2025Q1: 31,018 shares; 2025Q2: 31,823 shares; 2025Q3: 30,475 shares 30,475 $7.37M 0.03% -1,348 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: 186,660 shares; 2024Q4: 205,212 shares; 2025Q1: 179,482 shares; 2025Q2: 172,051 shares; 2025Q3: 207,454 shares 207,454 $7.37M 0.03% +35,403 Timeline TIP 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: 80,259 shares; 2024Q4: 68,445 shares; 2025Q1: 75,732 shares; 2025Q2: 72,005 shares; 2025Q3: 63,374 shares 63,374 $7.05M 0.03% -8,631 Timeline FJP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,377 shares; 2024Q4: 66,193 shares; 2025Q1: 73,732 shares; 2025Q2: 83,523 shares; 2025Q3: 107,582 shares 107,582 $7.01M 0.03% +24,059 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,283,979 shares; 2024Q4: 1,299,171 shares; 2025Q1: 628,075 shares; 2025Q2: 128,616 shares; 2025Q3: 87,971 shares 87,971 $6.84M 0.03% -40,645 Timeline EEM 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: 109,498 shares; 2024Q4: 110,105 shares; 2025Q1: 114,920 shares; 2025Q2: 121,575 shares; 2025Q3: 123,388 shares 123,388 $6.59M 0.03% +1,813 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,445 shares; 2024Q4: 76,754 shares; 2025Q1: 66,485 shares; 2025Q2: 64,813 shares; 2025Q3: 60,000 shares 60,000 $6.54M 0.03% -4,813 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,144 shares; 2024Q4: 70,018 shares; 2025Q1: 71,722 shares; 2025Q2: 84,419 shares; 2025Q3: 82,478 shares 82,478 $6.51M 0.03% -1,941 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: 79,184 shares; 2024Q4: 68,393 shares; 2025Q1: 61,164 shares; 2025Q2: 50,436 shares; 2025Q3: 38,985 shares 38,985 $6.49M 0.03% -11,451 Timeline DVY 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: 42,568 shares; 2024Q4: 40,766 shares; 2025Q1: 41,366 shares; 2025Q2: 45,999 shares; 2025Q3: 45,629 shares 45,629 $6.48M 0.03% -370 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,504 shares; 2024Q4: 127,060 shares; 2025Q1: 49,475 shares; 2025Q2: 35,986 shares; 2025Q3: 34,309 shares 34,309 $6.26M 0.03% -1,677 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: 6,113 shares; 2024Q4: 5,663 shares; 2025Q1: 8,131 shares; 2025Q2: 58,554 shares; 2025Q3: 65,512 shares 65,512 $6.24M 0.03% +6,958 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: 95,065 shares; 2024Q4: 100,235 shares; 2025Q1: 88,215 shares; 2025Q2: 97,455 shares; 2025Q3: 94,195 shares 94,195 $6.15M 0.02% -3,260 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,219 shares; 2024Q4: 30,584 shares; 2025Q1: 30,665 shares; 2025Q2: 26,472 shares; 2025Q3: 25,428 shares 25,428 $6.12M 0.02% -1,044 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: 318,344 shares; 2024Q4: 303,922 shares; 2025Q1: 97,657 shares; 2025Q2: 93,906 shares; 2025Q3: 92,541 shares 92,541 $6.11M 0.02% -1,365 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,981 shares; 2024Q4: 16,089 shares; 2025Q1: 29,144 shares; 2025Q2: 30,175 shares; 2025Q3: 56,951 shares 56,951 $6.07M 0.02% +26,776 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,036 shares; 2024Q4: 42,206 shares; 2025Q1: 44,022 shares; 2025Q2: 47,195 shares; 2025Q3: 45,050 shares 45,050 $6.06M 0.02% -2,145 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,568 shares; 2024Q4: 57,087 shares; 2025Q1: 55,264 shares; 2025Q2: 53,683 shares; 2025Q3: 51,958 shares 51,958 $6.03M 0.02% -1,725 Timeline VTWO 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: 29,024 shares; 2024Q4: 34,998 shares; 2025Q1: 64,710 shares; 2025Q2: 64,049 shares; 2025Q3: 61,586 shares 61,586 $6.02M 0.02% -2,463 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,845 shares; 2024Q4: 108,725 shares; 2025Q1: 383,116 shares; 2025Q2: 399,155 shares; 2025Q3: 383,447 shares 383,447 $6.02M 0.02% -15,708 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: 56,203 shares; 2024Q4: 50,876 shares; 2025Q1: 48,946 shares; 2025Q2: 48,599 shares; 2025Q3: 46,249 shares 46,249 $5.93M 0.02% -2,350 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: 98,557 shares; 2024Q4: 88,223 shares; 2025Q1: 88,380 shares; 2025Q2: 28,265 shares; 2025Q3: 22,642 shares 22,642 $5.9M 0.02% -5,623 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: 45,744 shares; 2024Q4: 46,849 shares; 2025Q1: 63,413 shares; 2025Q2: 81,481 shares; 2025Q3: 94,642 shares 94,642 $5.86M 0.02% +13,161 Timeline EPP 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: 104,410 shares; 2024Q4: 105,652 shares; 2025Q1: 113,773 shares; 2025Q2: 109,977 shares; 2025Q3: 110,536 shares 110,536 $5.7M 0.02% +559 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,625 shares; 2024Q4: 104,395 shares; 2025Q1: 113,557 shares; 2025Q2: 119,560 shares; 2025Q3: 114,589 shares 114,589 $5.65M 0.02% -4,971 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: 44,664 shares; 2024Q4: 40,289 shares; 2025Q1: 38,284 shares; 2025Q2: 35,884 shares; 2025Q3: 34,648 shares 34,648 $5.62M 0.02% -1,236 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 160,251 shares; 2025Q2: 130,712 shares; 2025Q3: 121,078 shares 121,078 $5.62M 0.02% -9,634 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,649 shares; 2024Q4: 22,762 shares; 2025Q1: 23,551 shares; 2025Q2: 23,458 shares; 2025Q3: 23,274 shares 23,274 $5.49M 0.02% -184 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: 48,103 shares; 2024Q4: 42,543 shares; 2025Q1: 42,354 shares; 2025Q2: 42,114 shares; 2025Q3: 41,404 shares 41,404 $5.4M 0.02% -710 Timeline IYW 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: 28,041 shares; 2024Q4: 26,921 shares; 2025Q1: 26,943 shares; 2025Q2: 26,993 shares; 2025Q3: 27,070 shares 27,070 $5.3M 0.02% +77 Timeline FEUZ FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,506 shares; 2024Q4: 27,975 shares; 2025Q1: 29,800 shares; 2025Q2: 46,541 shares; 2025Q3: 89,280 shares 89,280 $5.25M 0.02% +42,739 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,304 shares; 2024Q4: 142,574 shares; 2025Q1: 142,574 shares; 2025Q2: 150,012 shares; 2025Q3: 171,511 shares 171,511 $5.24M 0.02% +21,499 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,164 shares; 2024Q4: 3,507 shares; 2025Q1: 4,995 shares; 2025Q2: 5,700 shares; 2025Q3: 5,675 shares 5,675 $5.22M 0.02% -25 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: 5,803 shares; 2024Q4: 5,811 shares; 2025Q1: 6,510 shares; 2025Q2: 6,855 shares; 2025Q3: 7,665 shares 7,665 $5.13M 0.02% +810 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 288,667 shares; 2024Q4: 288,729 shares; 2025Q1: 288,372 shares; 2025Q2: 288,372 shares; 2025Q3: 288,372 shares 288,372 $5.08M 0.02% 0 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,565 shares; 2024Q4: 15,076 shares; 2025Q1: 15,057 shares; 2025Q2: 15,452 shares; 2025Q3: 15,523 shares 15,523 $5M 0.02% +71 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: 135,941 shares; 2024Q4: 92,680 shares; 2025Q1: 93,755 shares; 2025Q2: 64,046 shares; 2025Q3: 60,422 shares 60,422 $4.98M 0.02% -3,624 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,648 shares; 2024Q4: 10,988 shares; 2025Q1: 8,782 shares; 2025Q2: 8,718 shares; 2025Q3: 10,011 shares 10,011 $4.91M 0.02% +1,293 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: 23,100 shares; 2024Q4: 25,944 shares; 2025Q1: 31,484 shares; 2025Q2: 53,337 shares; 2025Q3: 61,112 shares 61,112 $4.88M 0.02% +7,775 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,653 shares; 2024Q4: 25,639 shares; 2025Q1: 28,539 shares; 2025Q2: 28,539 shares; 2025Q3: 27,235 shares 27,235 $4.86M 0.02% -1,304 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: 24,134 shares; 2024Q4: 24,343 shares; 2025Q1: 23,097 shares; 2025Q2: 29,018 shares; 2025Q3: 27,942 shares 27,942 $4.77M 0.02% -1,076 Timeline IPAR INTERPARFUMS INC More: the full row for INTERPARFUMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,500 shares; 2024Q4: 48,500 shares; 2025Q1: 48,500 shares; 2025Q2: 48,500 shares; 2025Q3: 48,500 shares 48,500 $4.77M 0.02% 0 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,935 shares; 2024Q4: 65,935 shares; 2025Q1: 58,349 shares; 2025Q2: 58,349 shares; 2025Q3: 58,349 shares 58,349 $4.76M 0.02% 0 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA 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: 67,109 shares; 2025Q2: 70,175 shares; 2025Q3: 246,151 shares 246,151 $4.74M 0.02% +175,976 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,288 shares; 2024Q4: 21,558 shares; 2025Q1: 16,244 shares; 2025Q2: 17,755 shares; 2025Q3: 17,755 shares 17,755 $4.6M 0.02% 0 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 131,960 shares; 2025Q3: 136,483 shares 136,483 $4.48M 0.02% +4,523 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,405 shares; 2024Q4: 39,815 shares; 2025Q1: 38,862 shares; 2025Q2: 34,315 shares; 2025Q3: 34,030 shares 34,030 $4.46M 0.02% -285 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,055 shares; 2024Q4: 20,422 shares; 2025Q1: 25,332 shares; 2025Q2: 26,347 shares; 2025Q3: 26,022 shares 26,022 $4.36M 0.02% -325 Timeline RDNT RADNET INC More: the full row for RADNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,012 shares; 2024Q4: 72,506 shares; 2025Q1: 69,506 shares; 2025Q2: 69,506 shares; 2025Q3: 57,006 shares 57,006 $4.34M 0.02% -12,500 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: 35,924 shares; 2024Q4: 171,752 shares; 2025Q1: 164,407 shares; 2025Q2: 146,321 shares; 2025Q3: 149,823 shares 149,823 $4.31M 0.02% +3,502 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,991 shares; 2024Q4: 67,611 shares; 2025Q1: 58,979 shares; 2025Q2: 59,627 shares; 2025Q3: 59,270 shares 59,270 $4.31M 0.02% -357 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,512 shares; 2024Q4: 67,223 shares; 2025Q1: 67,101 shares; 2025Q2: 62,833 shares; 2025Q3: 56,375 shares 56,375 $4.19M 0.02% -6,458 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,176 shares; 2024Q4: 70,434 shares; 2025Q1: 70,086 shares; 2025Q2: 70,493 shares; 2025Q3: 70,143 shares 70,143 $4.19M 0.02% -350 IVERSIFIED ENERGY COMPANY P IVERSIFIED ENERGY COMPANY P More: the full row for IVERSIFIED ENERGY COMPANY P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 405,882 shares; 2024Q4: 300,163 shares; 2025Q1: 270,316 shares; 2025Q2: 321,650 shares; 2025Q3: 292,175 shares 292,175 $4.09M 0.02% -29,475 CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,385 shares; 2024Q4: 38,583 shares; 2025Q1: 38,513 shares; 2025Q2: 44,824 shares; 2025Q3: 53,491 shares 53,491 $4.07M 0.02% +8,667 Timeline ACWX 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: 65,990 shares; 2024Q4: 66,480 shares; 2025Q1: 66,565 shares; 2025Q2: 65,930 shares; 2025Q3: 61,819 shares 61,819 $4.02M 0.02% -4,111 Timeline IBND 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: 100,073 shares; 2024Q4: 110,463 shares; 2025Q1: 110,328 shares; 2025Q2: 139,938 shares; 2025Q3: 121,453 shares 121,453 $3.92M 0.02% -18,485 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,542 shares; 2024Q4: 172,180 shares; 2025Q1: 171,680 shares; 2025Q2: 170,480 shares; 2025Q3: 170,480 shares 170,480 $3.91M 0.02% 0 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: 5,466 shares; 2024Q4: 5,667 shares; 2025Q1: 5,001 shares; 2025Q2: 5,130 shares; 2025Q3: 5,218 shares 5,218 $3.9M 0.02% +88 Timeline BALY BALLYS CORPORATION More: the full row for BALLYS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 350,190 shares; 2025Q1: 350,190 shares; 2025Q2: 350,190 shares; 2025Q3: 350,190 shares 350,190 $3.89M 0.02% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,435 shares; 2024Q4: 22,421 shares; 2025Q1: 22,421 shares; 2025Q2: 23,691 shares; 2025Q3: 23,133 shares 23,133 $3.86M 0.02% -558 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,206 shares; 2024Q4: 116,426 shares; 2025Q1: 106,136 shares; 2025Q2: 114,530 shares; 2025Q3: 113,920 shares 113,920 $3.82M 0.02% -610 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: 5,692 shares; 2024Q4: 6,492 shares; 2025Q1: 87,331 shares; 2025Q2: 83,094 shares; 2025Q3: 22,682 shares 22,682 $3.8M 0.02% -60,412 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: 11,866 shares; 2024Q4: 11,674 shares; 2025Q1: 12,959 shares; 2025Q2: 12,936 shares; 2025Q3: 13,129 shares 13,129 $3.71M 0.02% +193 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: 71,186 shares; 2024Q4: 71,144 shares; 2025Q1: 71,144 shares; 2025Q2: 72,144 shares; 2025Q3: 65,066 shares 65,066 $3.7M 0.02% -7,078 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: 3,058 shares; 2024Q4: 13,868 shares; 2025Q1: 14,289 shares; 2025Q2: 14,289 shares; 2025Q3: 14,197 shares 14,197 $3.61M 0.01% -92 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,939 shares; 2024Q4: 7,794 shares; 2025Q1: 7,800 shares; 2025Q2: 7,785 shares; 2025Q3: 7,576 shares 7,576 $3.61M 0.01% -209 Timeline GII SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,261 shares; 2024Q4: 43,910 shares; 2025Q1: 49,267 shares; 2025Q2: 48,439 shares; 2025Q3: 49,877 shares 49,877 $3.47M 0.01% +1,438 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,090 shares; 2024Q4: 104,102 shares; 2025Q1: 102,395 shares; 2025Q2: 88,380 shares; 2025Q3: 82,650 shares 82,650 $3.47M 0.01% -5,730 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,400 shares; 2024Q4: 109,200 shares; 2025Q1: 109,200 shares; 2025Q2: 108,550 shares; 2025Q3: 108,550 shares 108,550 $3.38M 0.01% 0 Timeline DAVA ENDAVA PLC More: the full row for ENDAVA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 420,551 shares; 2024Q4: 361,573 shares; 2025Q1: 360,823 shares; 2025Q2: 360,823 shares; 2025Q3: 360,823 shares 360,823 $3.28M 0.01% 0 Timeline IGSB 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: 53,670 shares; 2024Q4: 59,780 shares; 2025Q1: 59,800 shares; 2025Q2: 59,892 shares; 2025Q3: 60,478 shares 60,478 $3.21M 0.01% +586 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,384 shares; 2024Q4: 25,740 shares; 2025Q1: 25,740 shares; 2025Q2: 25,740 shares; 2025Q3: 25,740 shares 25,740 $3.2M 0.01% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,128 shares; 2024Q4: 10,753 shares; 2025Q1: 10,797 shares; 2025Q2: 9,531 shares; 2025Q3: 9,521 shares 9,521 $3.16M 0.01% -10 Timeline ACWI 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: 4,232 shares; 2024Q4: 12,037 shares; 2025Q1: 13,766 shares; 2025Q2: 18,153 shares; 2025Q3: 22,604 shares 22,604 $3.12M 0.01% +4,451 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: 1,068 shares; 2024Q4: 1,389 shares; 2025Q1: 1,769 shares; 2025Q2: 1,624 shares; 2025Q3: 1,613 shares 1,613 $3.08M 0.01% -11 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: 21,678 shares; 2024Q4: 23,360 shares; 2025Q1: 22,907 shares; 2025Q2: 21,090 shares; 2025Q3: 21,113 shares 21,113 $3.01M 0.01% +23 Timeline FKU FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,642 shares; 2024Q4: 59,264 shares; 2025Q1: 57,730 shares; 2025Q2: 62,683 shares; 2025Q3: 61,764 shares 61,764 $2.99M 0.01% -919 Timeline IOO 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: 23,591 shares; 2024Q4: 27,351 shares; 2025Q1: 23,471 shares; 2025Q2: 24,225 shares; 2025Q3: 24,540 shares 24,540 $2.95M 0.01% +315 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: 29,314 shares; 2024Q4: 29,364 shares; 2025Q1: 28,684 shares; 2025Q2: 26,636 shares; 2025Q3: 26,106 shares 26,106 $2.93M 0.01% -530 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,924 shares; 2024Q4: 38,924 shares; 2025Q1: 38,924 shares; 2025Q2: 38,924 shares; 2025Q3: 38,924 shares 38,924 $2.86M 0.01% 0 Timeline EMA EMERA INC More: the full row for EMERA 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: 58,700 shares; 2025Q3: 58,700 shares 58,700 $2.82M 0.01% 0 Timeline BCC BOISE CASCADE CO DEL More: the full row for BOISE CASCADE CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,995 shares; 2024Q4: 92,937 shares; 2025Q1: 77,526 shares; 2025Q2: 60,643 shares; 2025Q3: 36,279 shares 36,279 $2.81M 0.01% -24,364 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,038 shares; 2024Q4: 7,769 shares; 2025Q1: 8,844 shares; 2025Q2: 6,490 shares; 2025Q3: 6,710 shares 6,710 $2.78M 0.01% +220 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: 25,667 shares; 2024Q4: 32,836 shares; 2025Q1: 33,126 shares; 2025Q2: 34,048 shares; 2025Q3: 34,726 shares 34,726 $2.78M 0.01% +678 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,972 shares; 2024Q4: 102,395 shares; 2025Q1: 98,140 shares; 2025Q2: 97,564 shares; 2025Q3: 97,344 shares 97,344 $2.75M 0.01% -220 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,349 shares; 2024Q4: 17,492 shares; 2025Q1: 17,190 shares; 2025Q2: 17,262 shares; 2025Q3: 18,137 shares 18,137 $2.74M 0.01% +875 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,584 shares; 2024Q4: 28,847 shares; 2025Q1: 28,004 shares; 2025Q2: 27,877 shares; 2025Q3: 27,057 shares 27,057 $2.74M 0.01% -820 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,392 shares; 2025Q1: 26,592 shares; 2025Q2: 25,192 shares; 2025Q3: 83,236 shares 83,236 $2.74M 0.01% +58,044 Timeline VCIT 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: 49,506 shares; 2024Q4: 28,369 shares; 2025Q1: 25,808 shares; 2025Q2: 27,620 shares; 2025Q3: 32,480 shares 32,480 $2.73M 0.01% +4,860 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: 51,986 shares; 2024Q4: 50,156 shares; 2025Q1: 42,859 shares; 2025Q2: 44,829 shares; 2025Q3: 42,501 shares 42,501 $2.73M 0.01% -2,328 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,650 shares; 2024Q4: 66,650 shares; 2025Q1: 66,650 shares; 2025Q2: 66,650 shares; 2025Q3: 64,350 shares 64,350 $2.7M 0.01% -2,300 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,122 shares; 2024Q4: 9,154 shares; 2025Q1: 9,154 shares; 2025Q2: 9,154 shares; 2025Q3: 9,048 shares 9,048 $2.7M 0.01% -106 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,983 shares; 2024Q4: 133,283 shares; 2025Q1: 127,653 shares; 2025Q2: 117,303 shares; 2025Q3: 107,977 shares 107,977 $2.68M 0.01% -9,326 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: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares 8,000 $2.63M 0.01% 0 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,841 shares; 2024Q4: 28,506 shares; 2025Q1: 28,411 shares; 2025Q2: 37,671 shares; 2025Q3: 67,106 shares 67,106 $2.6M 0.01% +29,435 Timeline IEMG 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: 28,793 shares; 2024Q4: 29,070 shares; 2025Q1: 29,485 shares; 2025Q2: 37,558 shares; 2025Q3: 39,063 shares 39,063 $2.58M 0.01% +1,505 Timeline PICB 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: 122,335 shares; 2024Q4: 126,415 shares; 2025Q1: 125,635 shares; 2025Q2: 102,330 shares; 2025Q3: 107,236 shares 107,236 $2.56M 0.01% +4,906 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,880 shares; 2024Q4: 34,899 shares; 2025Q1: 34,654 shares; 2025Q2: 33,435 shares; 2025Q3: 31,535 shares 31,535 $2.52M 0.01% -1,900 Timeline IVW 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: 16,500 shares; 2025Q3: 20,200 shares 20,200 $2.44M 0.01% +3,700 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: 67,390 shares; 2025Q2: 147,590 shares; 2025Q3: 148,724 shares 148,724 $2.38M 0.01% +1,134 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: 39,478 shares; 2024Q4: 130,889 shares; 2025Q1: 34,669 shares; 2025Q2: 33,165 shares; 2025Q3: 32,895 shares 32,895 $2.35M 0.01% -270 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: 37,472 shares; 2024Q4: 37,302 shares; 2025Q1: 35,013 shares; 2025Q2: 35,013 shares; 2025Q3: 33,982 shares 33,982 $2.33M 0.01% -1,031 Timeline APG API GROUP CORP More: the full row for API GROUP 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: 41,017 shares; 2025Q3: 67,120 shares 67,120 $2.31M 0.01% +26,103 Timeline ASPI ASP ISOTOPES INC More: the full row for ASP ISOTOPES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205,855 shares; 2024Q4: 176,099 shares; 2025Q1: 205,929 shares; 2025Q2: 208,149 shares; 2025Q3: 237,064 shares 237,064 $2.28M 0.01% +28,915 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,575 shares; 2024Q4: 12,013 shares; 2025Q1: 42,006 shares; 2025Q2: 42,048 shares; 2025Q3: 40,868 shares 40,868 $2.27M 0.01% -1,180 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,476 shares; 2024Q4: 12,476 shares; 2025Q1: 11,951 shares; 2025Q2: 11,901 shares; 2025Q3: 11,851 shares 11,851 $2.23M 0.01% -50 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,041 shares; 2024Q4: 9,532 shares; 2025Q1: 12,466 shares; 2025Q2: 12,138 shares; 2025Q3: 12,327 shares 12,327 $2.2M 0.01% +189 Timeline IXJ 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: 3,201 shares; 2024Q4: 19,024 shares; 2025Q1: 22,424 shares; 2025Q2: 26,024 shares; 2025Q3: 23,609 shares 23,609 $2.09M 0.01% -2,415 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,313 shares; 2024Q4: 16,484 shares; 2025Q1: 27,309 shares; 2025Q2: 28,158 shares; 2025Q3: 27,870 shares 27,870 $2.01M 0.01% -288 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: 6,200 shares; 2024Q4: 7,505 shares; 2025Q1: 11,915 shares; 2025Q2: 15,111 shares; 2025Q3: 16,230 shares 16,230 $1.97M 0.01% +1,119 Timeline BLFS BIOLIFE SOLUTIONS INC More: the full row for BIOLIFE SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,086 shares; 2024Q4: 77,086 shares; 2025Q1: 77,086 shares; 2025Q2: 77,086 shares; 2025Q3: 77,086 shares 77,086 $1.97M 0.01% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,383 shares; 2024Q4: 6,596 shares; 2025Q1: 6,987 shares; 2025Q2: 5,557 shares; 2025Q3: 5,778 shares 5,778 $1.95M 0.01% +221 Timeline AAXJ 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: 19,917 shares; 2024Q4: 19,448 shares; 2025Q1: 21,069 shares; 2025Q2: 20,332 shares; 2025Q3: 21,230 shares 21,230 $1.94M 0.01% +898 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,548 shares; 2024Q4: 37,922 shares; 2025Q1: 36,222 shares; 2025Q2: 35,852 shares; 2025Q3: 37,752 shares 37,752 $1.9M 0.01% +1,900 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: 10,360 shares; 2024Q4: 8,910 shares; 2025Q1: 7,490 shares; 2025Q2: 7,490 shares; 2025Q3: 7,490 shares 7,490 $1.88M 0.01% 0 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,213 shares; 2024Q4: 5,231 shares; 2025Q1: 20,538 shares; 2025Q2: 22,834 shares; 2025Q3: 37,879 shares 37,879 $1.86M 0.01% +15,045 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,538 shares; 2024Q4: 15,028 shares; 2025Q1: 15,028 shares; 2025Q2: 14,968 shares; 2025Q3: 14,318 shares 14,318 $1.83M 0.01% -650 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: 7,704 shares; 2024Q4: 7,294 shares; 2025Q1: 8,302 shares; 2025Q2: 8,474 shares; 2025Q3: 8,461 shares 8,461 $1.83M 0.01% -13 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,260 shares; 2024Q4: 4,260 shares; 2025Q1: 4,260 shares; 2025Q2: 4,260 shares; 2025Q3: 4,260 shares 4,260 $1.79M 0.01% 0 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: 29,757 shares; 2024Q4: 20,108 shares; 2025Q1: 18,837 shares; 2025Q2: 18,416 shares; 2025Q3: 18,330 shares 18,330 $1.73M 0.01% -86 Timeline FLUT FLUTTER ENTMT PLC More: the full row for FLUTTER ENTMT PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,825 shares 6,825 $1.73M 0.01% new 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: 10,865 shares; 2024Q4: 13,801 shares; 2025Q1: 13,604 shares; 2025Q2: 13,574 shares; 2025Q3: 14,358 shares 14,358 $1.71M 0.01% +784 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,248 shares; 2024Q4: 16,723 shares; 2025Q1: 16,193 shares; 2025Q2: 16,193 shares; 2025Q3: 16,193 shares 16,193 $1.67M 0.01% 0 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,487 shares; 2024Q4: 39,107 shares; 2025Q1: 34,741 shares; 2025Q2: 33,387 shares; 2025Q3: 32,769 shares 32,769 $1.65M 0.01% -618 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,065 shares; 2024Q4: 48,823 shares; 2025Q1: 42,176 shares; 2025Q2: 39,831 shares; 2025Q3: 27,920 shares 27,920 $1.64M 0.01% -11,911 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,310 shares; 2024Q4: 51,995 shares; 2025Q1: 51,064 shares; 2025Q2: 51,544 shares; 2025Q3: 56,341 shares 56,341 $1.63M 0.01% +4,797 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,790 shares; 2024Q4: 18,920 shares; 2025Q1: 18,602 shares; 2025Q2: 18,493 shares; 2025Q3: 16,413 shares 16,413 $1.62M 0.01% -2,080 Timeline GLNG GOLAR LNG LTD More: the full row for GOLAR LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,331 shares; 2024Q4: 41,090 shares; 2025Q1: 41,090 shares; 2025Q2: 41,090 shares; 2025Q3: 40,000 shares 40,000 $1.62M 0.01% -1,090 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,912 shares; 2024Q4: 18,020 shares; 2025Q1: 8,543 shares; 2025Q2: 7,890 shares; 2025Q3: 9,931 shares 9,931 $1.61M 0.01% +2,041 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,225 shares; 2024Q4: 12,225 shares; 2025Q1: 12,225 shares; 2025Q2: 12,225 shares; 2025Q3: 12,225 shares 12,225 $1.58M 0.01% 0 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,265 shares; 2024Q4: 14,900 shares; 2025Q1: 15,080 shares; 2025Q2: 18,140 shares; 2025Q3: 44,529 shares 44,529 $1.55M 0.01% +26,389 Timeline CAE CAE INC More: the full row for CAE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,100 shares; 2024Q4: 54,600 shares; 2025Q1: 52,000 shares; 2025Q2: 52,000 shares; 2025Q3: 52,000 shares 52,000 $1.54M 0.01% 0 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,463 shares; 2024Q4: 15,993 shares; 2025Q1: 15,997 shares; 2025Q2: 13,962 shares; 2025Q3: 13,615 shares 13,615 $1.52M 0.01% -347 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,900 shares; 2024Q4: 23,900 shares; 2025Q1: 24,275 shares; 2025Q2: 24,275 shares; 2025Q3: 24,275 shares 24,275 $1.51M 0.01% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,366 shares; 2024Q4: 4,559 shares; 2025Q1: 4,549 shares; 2025Q2: 5,029 shares; 2025Q3: 4,589 shares 4,589 $1.51M 0.01% -440 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares 15,000 $1.51M 0.01% 0 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,326 shares; 2024Q4: 63,410 shares; 2025Q1: 62,007 shares; 2025Q2: 58,827 shares; 2025Q3: 58,827 shares 58,827 $1.5M 0.01% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,795 shares; 2024Q4: 8,881 shares; 2025Q1: 9,245 shares; 2025Q2: 9,437 shares; 2025Q3: 7,259 shares 7,259 $1.5M 0.01% -2,178 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: 66,733 shares; 2024Q4: 53,882 shares; 2025Q1: 53,722 shares; 2025Q2: 49,837 shares; 2025Q3: 34,907 shares 34,907 $1.5M 0.01% -14,930 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,899 shares; 2024Q4: 16,500 shares; 2025Q1: 10,462 shares; 2025Q2: 10,482 shares; 2025Q3: 10,552 shares 10,552 $1.49M 0.01% +70 Timeline PTCT PTC THERAPEUTICS INC More: the full row for PTC THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,500 shares; 2024Q4: 23,500 shares; 2025Q1: 23,500 shares; 2025Q2: 23,500 shares; 2025Q3: 23,500 shares 23,500 $1.44M 0.01% 0 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,298 shares; 2024Q4: 43,067 shares; 2025Q1: 50,437 shares; 2025Q2: 54,869 shares; 2025Q3: 52,899 shares 52,899 $1.43M 0.01% -1,970 Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,260 shares; 2024Q4: 120,251 shares; 2025Q1: 190,251 shares; 2025Q2: 181,301 shares; 2025Q3: 184,462 shares 184,462 $1.41M 0.01% +3,161 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares 1,500 $1.4M 0.01% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,263 shares; 2024Q4: 31,660 shares; 2025Q1: 30,864 shares; 2025Q2: 30,234 shares; 2025Q3: 30,359 shares 30,359 $1.37M 0.01% +125 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,058 shares; 2025Q3: 19,057 shares 19,057 $1.34M 0.01% -1,001 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: 21,802 shares; 2024Q4: 24,767 shares; 2025Q1: 23,660 shares; 2025Q2: 22,233 shares; 2025Q3: 22,233 shares 22,233 $1.33M 0.01% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,157 shares; 2024Q4: 9,214 shares; 2025Q1: 9,214 shares; 2025Q2: 8,669 shares; 2025Q3: 8,349 shares 8,349 $1.3M 0.01% -320 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,431 shares; 2024Q4: 9,431 shares; 2025Q1: 9,511 shares; 2025Q2: 9,583 shares; 2025Q3: 11,447 shares 11,447 $1.28M 0.01% +1,864 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,087 shares; 2024Q4: 56,356 shares; 2025Q1: 56,798 shares; 2025Q2: 54,770 shares; 2025Q3: 48,450 shares 48,450 $1.26M 0.01% -6,320 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,250 shares; 2024Q4: 18,785 shares; 2025Q1: 18,863 shares; 2025Q2: 18,845 shares; 2025Q3: 18,845 shares 18,845 $1.24M 0.01% 0 Timeline IEV 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: 11,642 shares; 2025Q2: 12,292 shares; 2025Q3: 18,968 shares 18,968 $1.24M 0.01% +6,676 Timeline FPA FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,348 shares; 2024Q4: 25,673 shares; 2025Q1: 27,703 shares; 2025Q2: 31,904 shares; 2025Q3: 32,997 shares 32,997 $1.23M 0.01% +1,093 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: 8,905 shares; 2024Q4: 8,905 shares; 2025Q1: 8,675 shares; 2025Q2: 8,675 shares; 2025Q3: 8,675 shares 8,675 $1.21M <0.01% 0 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,175 shares; 2024Q4: 17,052 shares; 2025Q1: 15,679 shares; 2025Q2: 15,154 shares; 2025Q3: 16,109 shares 16,109 $1.2M <0.01% +955 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: 2,256 shares; 2024Q4: 2,306 shares; 2025Q1: 2,356 shares; 2025Q2: 2,455 shares; 2025Q3: 3,985 shares 3,985 $1.17M <0.01% +1,530 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,217 shares; 2024Q4: 31,467 shares; 2025Q1: 34,355 shares; 2025Q2: 40,522 shares; 2025Q3: 42,433 shares 42,433 $1.15M <0.01% +1,911 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,004 shares; 2025Q3: 3,174 shares 3,174 $1.13M <0.01% +170 Timeline VTV 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: 4,795 shares; 2024Q4: 5,250 shares; 2025Q1: 5,900 shares; 2025Q2: 6,550 shares; 2025Q3: 6,045 shares 6,045 $1.13M <0.01% -505 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,130 shares; 2024Q4: 25,130 shares; 2025Q1: 29,130 shares; 2025Q2: 29,130 shares; 2025Q3: 26,130 shares 26,130 $1.11M <0.01% -3,000 Timeline LMNR LIMONEIRA CO More: the full row for LIMONEIRA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,360 shares; 2024Q4: 73,360 shares; 2025Q1: 73,360 shares; 2025Q2: 73,360 shares; 2025Q3: 73,360 shares 73,360 $1.09M <0.01% 0 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,682 shares; 2024Q4: 4,991 shares; 2025Q1: 4,857 shares; 2025Q2: 4,879 shares; 2025Q3: 4,930 shares 4,930 $1.09M <0.01% +51 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,201 shares; 2024Q4: 59,041 shares; 2025Q1: 56,650 shares; 2025Q2: 80,667 shares; 2025Q3: 80,667 shares 80,667 $1.08M <0.01% 0 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: 44,090 shares; 2025Q1: 7,226 shares; 2025Q2: 7,215 shares; 2025Q3: 7,297 shares 7,297 $1.06M <0.01% +82 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,527 shares; 2024Q4: 56,852 shares; 2025Q1: 58,732 shares; 2025Q2: 84,182 shares; 2025Q3: 86,290 shares 86,290 $1.06M <0.01% +2,108 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,370 shares; 2024Q4: 38,605 shares; 2025Q1: 47,420 shares; 2025Q2: 72,995 shares; 2025Q3: 68,595 shares 68,595 $1.05M <0.01% -4,400 Timeline URNJ SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,460 shares; 2024Q4: 43,575 shares; 2025Q1: 43,575 shares; 2025Q2: 36,846 shares; 2025Q3: 35,606 shares 35,606 $1.04M <0.01% -1,240 Timeline INDIVIOR PLC INDIVIOR PLC More: the full row for INDIVIOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,801 shares; 2024Q4: 14,284 shares; 2025Q1: 14,184 shares; 2025Q2: 56,015 shares; 2025Q3: 42,796 shares 42,796 $1.03M <0.01% -13,219 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: 40,732 shares; 2024Q4: 31,454 shares; 2025Q1: 36,493 shares; 2025Q2: 15,330 shares; 2025Q3: 12,150 shares 12,150 $1.03M <0.01% -3,180 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG 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: 49,241 shares; 2025Q2: 109,138 shares; 2025Q3: 70,480 shares 70,480 $1.02M <0.01% -38,658 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: 13,458 shares; 2024Q4: 16,458 shares; 2025Q1: 16,315 shares; 2025Q2: 14,982 shares; 2025Q3: 14,191 shares 14,191 $1.01M <0.01% -791 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,086 shares; 2024Q4: 57,603 shares; 2025Q1: 43,318 shares; 2025Q2: 43,318 shares; 2025Q3: 43,318 shares 43,318 $1.01M <0.01% 0 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,883 shares; 2024Q4: 51,883 shares; 2025Q1: 38,473 shares; 2025Q2: 38,473 shares; 2025Q3: 38,473 shares 38,473 $1M <0.01% 0 Timeline VHT 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: 4,028 shares; 2024Q4: 4,003 shares; 2025Q1: 3,934 shares; 2025Q2: 3,843 shares; 2025Q3: 3,843 shares 3,843 $998K <0.01% 0 Timeline XENE XENON PHARMACEUTICALS INC More: the full row for XENON PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,666 shares; 2024Q4: 23,666 shares; 2025Q1: 23,666 shares; 2025Q2: 23,666 shares; 2025Q3: 23,666 shares 23,666 $950K <0.01% 0 Timeline AAUC ALLIED GOLD CORP More: the full row for ALLIED GOLD 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: 66,746 shares; 2025Q3: 54,211 shares 54,211 $948K <0.01% -12,535 Timeline ICLN 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: 55,592 shares; 2024Q4: 23,812 shares; 2025Q1: 57,687 shares; 2025Q2: 57,577 shares; 2025Q3: 61,208 shares 61,208 $947K <0.01% +3,631 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,170 shares; 2025Q1: 4,110 shares; 2025Q2: 4,110 shares; 2025Q3: 6,940 shares 6,940 $929K <0.01% +2,830 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,525 shares; 2024Q4: 18,425 shares; 2025Q1: 19,755 shares; 2025Q2: 20,755 shares; 2025Q3: 20,145 shares 20,145 $926K <0.01% -610 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,014 shares; 2024Q4: 11,034 shares; 2025Q1: 12,192 shares; 2025Q2: 12,533 shares; 2025Q3: 5,157 shares 5,157 $918K <0.01% -7,376 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,515 shares; 2024Q4: 2,454 shares; 2025Q1: 2,454 shares; 2025Q2: 2,959 shares; 2025Q3: 2,959 shares 2,959 $904K <0.01% 0 Timeline STIP 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: 3,782 shares; 2025Q1: 8,812 shares; 2025Q2: 15,629 shares; 2025Q3: 8,735 shares 8,735 $903K <0.01% -6,894 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: 13,703 shares; 2024Q4: 11,991 shares; 2025Q1: 11,991 shares; 2025Q2: 11,737 shares; 2025Q3: 11,737 shares 11,737 $900K <0.01% 0 Timeline PXF 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: 14,600 shares; 2024Q4: 14,600 shares; 2025Q1: 14,600 shares; 2025Q2: 14,600 shares; 2025Q3: 14,600 shares 14,600 $893K <0.01% 0 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: 12,708 shares; 2024Q4: 12,708 shares; 2025Q1: 12,708 shares; 2025Q2: 28,578 shares; 2025Q3: 28,342 shares 28,342 $891K <0.01% -236 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,977 shares; 2024Q4: 5,951 shares; 2025Q1: 6,251 shares; 2025Q2: 6,292 shares; 2025Q3: 6,557 shares 6,557 $881K <0.01% +265 Timeline IXC 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: 15,069 shares; 2024Q4: 14,627 shares; 2025Q1: 15,046 shares; 2025Q2: 17,929 shares; 2025Q3: 21,019 shares 21,019 $878K <0.01% +3,090 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,666 shares; 2024Q4: 1,666 shares; 2025Q1: 1,666 shares; 2025Q2: 2,519 shares; 2025Q3: 2,519 shares 2,519 $870K <0.01% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,579 shares; 2024Q4: 17,767 shares; 2025Q1: 17,647 shares; 2025Q2: 13,927 shares; 2025Q3: 11,227 shares 11,227 $858K <0.01% -2,700 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,695 shares; 2024Q4: 19,295 shares; 2025Q1: 17,975 shares; 2025Q2: 19,475 shares; 2025Q3: 18,025 shares 18,025 $852K <0.01% -1,450 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: 3,979 shares; 2024Q4: 3,704 shares; 2025Q1: 3,864 shares; 2025Q2: 3,864 shares; 2025Q3: 3,954 shares 3,954 $849K <0.01% +90 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,705 shares; 2025Q3: 1,745 shares 1,745 $847K <0.01% +40 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: 3,726 shares; 2024Q4: 5,540 shares; 2025Q1: 9,648 shares; 2025Q2: 21,762 shares; 2025Q3: 16,956 shares 16,956 $832K <0.01% -4,806 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,958 shares; 2024Q4: 20,958 shares; 2025Q1: 20,958 shares; 2025Q2: 20,958 shares; 2025Q3: 25,958 shares 25,958 $830K <0.01% +5,000 Timeline XSD 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: 2,568 shares; 2024Q4: 2,568 shares; 2025Q1: 2,568 shares; 2025Q2: 2,568 shares; 2025Q3: 2,568 shares 2,568 $820K <0.01% 0 Timeline PXH 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: 32,180 shares; 2024Q4: 32,180 shares; 2025Q1: 32,180 shares; 2025Q2: 32,180 shares; 2025Q3: 32,180 shares 32,180 $818K <0.01% 0 Timeline EQX EQUINOX GOLD CORP More: the full row for EQUINOX GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,304 shares; 2024Q4: 106,304 shares; 2025Q1: 108,129 shares; 2025Q2: 109,993 shares; 2025Q3: 72,526 shares 72,526 $812K <0.01% -37,467 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,050 shares 35,050 $809K <0.01% new Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,878 shares; 2024Q4: 14,878 shares; 2025Q1: 14,878 shares; 2025Q2: 14,878 shares; 2025Q3: 14,878 shares 14,878 $809K <0.01% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 473 shares; 2024Q4: 473 shares; 2025Q1: not reported; 2025Q2: 473 shares; 2025Q3: 1,683 shares 1,683 $780K <0.01% +1,210 Timeline TAC TRANSALTA CORP More: the full row for TRANSALTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,012 shares; 2024Q4: 57,012 shares; 2025Q1: 57,012 shares; 2025Q2: 57,012 shares; 2025Q3: 57,012 shares 57,012 $779K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 320 shares; 2025Q2: 812 shares; 2025Q3: 802 shares 802 $776K <0.01% -10 Timeline SOPH SOPHIA GENETICS SA More: the full row for SOPHIA GENETICS SA 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: 162,483 shares; 2025Q3: 162,483 shares 162,483 $773K <0.01% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE 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: 1,992 shares; 2025Q2: 2,303 shares; 2025Q3: 3,429 shares 3,429 $773K <0.01% +1,126 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,310 shares; 2024Q4: 16,310 shares; 2025Q1: 15,048 shares; 2025Q2: 15,248 shares; 2025Q3: 14,810 shares 14,810 $771K <0.01% -438 Timeline ITA 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: 4,104 shares; 2024Q4: 4,044 shares; 2025Q1: 4,164 shares; 2025Q2: 4,164 shares; 2025Q3: 3,664 shares 3,664 $767K <0.01% -500 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,443 shares; 2024Q4: 13,390 shares; 2025Q1: 12,641 shares; 2025Q2: 12,336 shares; 2025Q3: 12,715 shares 12,715 $764K <0.01% +379 Timeline ACI ALBERTSONS COMPANIES INC More: the full row for ALBERTSONS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,047 shares; 2024Q4: 58,047 shares; 2025Q1: 43,500 shares; 2025Q2: 43,500 shares; 2025Q3: 43,500 shares 43,500 $762K <0.01% 0 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,606 shares; 2024Q4: 18,261 shares; 2025Q1: 18,521 shares; 2025Q2: 18,494 shares; 2025Q3: 12,708 shares 12,708 $760K <0.01% -5,786 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,022 shares; 2024Q4: 14,690 shares; 2025Q1: 15,630 shares; 2025Q2: 8,330 shares; 2025Q3: 8,330 shares 8,330 $748K <0.01% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,421 shares; 2025Q1: 4,112 shares; 2025Q2: 6,446 shares; 2025Q3: 6,520 shares 6,520 $747K <0.01% +74 Timeline BH BIGLARI HLDGS INC More: the full row for BIGLARI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,300 shares; 2024Q4: 2,300 shares; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares 2,300 $744K <0.01% 0 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: 1,922 shares; 2024Q4: 2,079 shares; 2025Q1: 2,166 shares; 2025Q2: 2,236 shares; 2025Q3: 2,179 shares 2,179 $743K <0.01% -57 Timeline FER FERROVIAL NV More: the full row for FERROVIAL NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,422 shares; 2024Q4: 11,500 shares; 2025Q1: 11,500 shares; 2025Q2: 12,950 shares; 2025Q3: 12,950 shares 12,950 $742K <0.01% 0 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: 22,733 shares; 2024Q4: 14,282 shares; 2025Q1: 14,282 shares; 2025Q2: 14,282 shares; 2025Q3: 14,282 shares 14,282 $738K <0.01% 0 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,790 shares; 2024Q4: 10,790 shares; 2025Q1: 10,790 shares; 2025Q2: 10,790 shares; 2025Q3: 10,701 shares 10,701 $738K <0.01% -89 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,182 shares; 2024Q4: 8,923 shares; 2025Q1: 9,044 shares; 2025Q2: 8,923 shares; 2025Q3: 8,923 shares 8,923 $737K <0.01% 0 Timeline DRD DRDGOLD LIMITED More: the full row for DRDGOLD LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,325 shares; 2024Q4: 14,325 shares; 2025Q1: 16,575 shares; 2025Q2: 23,575 shares; 2025Q3: 26,575 shares 26,575 $733K <0.01% +3,000 Timeline IGV 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: 7,391 shares; 2024Q4: 7,391 shares; 2025Q1: 6,360 shares; 2025Q2: 6,360 shares; 2025Q3: 6,360 shares 6,360 $731K <0.01% 0 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,200 shares; 2025Q2: 9,600 shares; 2025Q3: 9,600 shares 9,600 $722K <0.01% 0 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,912 shares; 2025Q1: not reported; 2025Q2: 5,909 shares; 2025Q3: 11,714 shares 11,714 $720K <0.01% +5,805 Timeline SRFM SURF AIR MOBILITY INC More: the full row for SURF AIR MOBILITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,759 shares; 2024Q4: 161,759 shares; 2025Q1: 161,759 shares; 2025Q2: 161,759 shares; 2025Q3: 166,759 shares 166,759 $715K <0.01% +5,000 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX 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: 3,405 shares; 2025Q3: 5,030 shares 5,030 $697K <0.01% +1,625 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 2,750 shares; 2025Q3: 2,750 shares 2,750 $697K <0.01% 0 Timeline BTG B2GOLD CORP More: the full row for B2GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,972 shares; 2024Q4: 78,537 shares; 2025Q1: 83,160 shares; 2025Q2: 109,937 shares; 2025Q3: 140,764 shares 140,764 $696K <0.01% +30,827 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,968 shares; 2024Q4: 6,750 shares; 2025Q1: 6,750 shares; 2025Q2: 5,785 shares; 2025Q3: 5,085 shares 5,085 $692K <0.01% -700 Timeline SGHC SUPER GROUP SGHC LIMITED More: the full row for SUPER GROUP SGHC LIMITED 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: 52,128 shares 52,128 $688K <0.01% new Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,325 shares; 2024Q4: 4,325 shares; 2025Q1: 68,078 shares; 2025Q2: 4,202 shares; 2025Q3: 4,202 shares 4,202 $687K <0.01% 0 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: 1,140 shares; 2024Q4: 1,140 shares; 2025Q1: 1,140 shares; 2025Q2: 1,140 shares; 2025Q3: 1,140 shares 1,140 $679K <0.01% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,422 shares; 2024Q4: 6,422 shares; 2025Q1: 6,422 shares; 2025Q2: 6,422 shares; 2025Q3: 6,422 shares 6,422 $675K <0.01% 0 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,260 shares; 2024Q4: 7,155 shares; 2025Q1: 7,155 shares; 2025Q2: 7,155 shares; 2025Q3: 7,155 shares 7,155 $675K <0.01% 0 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,246 shares; 2024Q4: 5,431 shares; 2025Q1: 5,504 shares; 2025Q2: 5,384 shares; 2025Q3: 5,371 shares 5,371 $674K <0.01% -13 Timeline WDFC WD 40 CO More: the full row for WD 40 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: 2,600 shares; 2025Q2: 3,385 shares; 2025Q3: 3,385 shares 3,385 $669K <0.01% 0 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,800 shares; 2024Q4: 3,800 shares; 2025Q1: 3,800 shares; 2025Q2: 3,780 shares; 2025Q3: 3,780 shares 3,780 $662K <0.01% 0 Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,400 shares; 2024Q4: 131,400 shares; 2025Q1: 131,400 shares; 2025Q2: 131,400 shares; 2025Q3: 131,400 shares 131,400 $656K <0.01% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,319 shares 10,319 $654K <0.01% new Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,854 shares; 2024Q4: 42,854 shares; 2025Q1: 42,854 shares; 2025Q2: 46,104 shares; 2025Q3: 53,804 shares 53,804 $651K <0.01% +7,700 Timeline NAT NORDIC AMERICAN TANKERS LIMI More: the full row for NORDIC AMERICAN TANKERS LIMI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234,450 shares; 2024Q4: 246,950 shares; 2025Q1: 193,950 shares; 2025Q2: 205,950 shares; 2025Q3: 205,950 shares 205,950 $647K <0.01% 0 Timeline APPS DIGITAL TURBINE INC More: the full row for DIGITAL TURBINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,345 shares; 2024Q4: 104,345 shares; 2025Q1: 101,015 shares; 2025Q2: 101,015 shares; 2025Q3: 101,015 shares 101,015 $646K <0.01% 0 Timeline ORMP ORAMED PHARMACEUTICALS INC More: the full row for ORAMED PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289,803 shares; 2024Q4: 289,803 shares; 2025Q1: 236,803 shares; 2025Q2: 233,018 shares; 2025Q3: 233,018 shares 233,018 $615K <0.01% 0 Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,757 shares; 2024Q4: 126,999 shares; 2025Q1: 51,885 shares; 2025Q2: 41,365 shares; 2025Q3: 18,135 shares 18,135 $610K <0.01% -23,230 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,714 shares; 2024Q4: 13,714 shares; 2025Q1: 13,714 shares; 2025Q2: 13,314 shares; 2025Q3: 11,114 shares 11,114 $608K <0.01% -2,200 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,128 shares; 2024Q4: 10,768 shares; 2025Q1: 10,768 shares; 2025Q2: 10,130 shares; 2025Q3: 10,130 shares 10,130 $601K <0.01% 0 HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,600 shares; 2024Q4: 24,327 shares; 2025Q1: 23,312 shares; 2025Q2: 23,312 shares; 2025Q3: 21,991 shares 21,991 $599K <0.01% -1,321 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY 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: 9,620 shares 9,620 $588K <0.01% new Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,548 shares; 2024Q4: 6,548 shares; 2025Q1: 6,483 shares; 2025Q2: 6,483 shares; 2025Q3: 6,483 shares 6,483 $588K <0.01% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,705 shares; 2024Q4: 37,665 shares; 2025Q1: 8,845 shares; 2025Q2: 8,265 shares; 2025Q3: 7,055 shares 7,055 $579K <0.01% -1,210 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,777 shares; 2024Q4: 1,496 shares; 2025Q1: 1,496 shares; 2025Q2: 1,175 shares; 2025Q3: 1,175 shares 1,175 $577K <0.01% 0 Timeline XPEV XPENG INC More: the full row for XPENG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,626 shares; 2024Q4: 39,561 shares; 2025Q1: 24,548 shares; 2025Q2: 24,548 shares; 2025Q3: 24,548 shares 24,548 $575K <0.01% 0 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,410 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,675 shares; 2025Q3: 3,940 shares 3,940 $564K <0.01% +265 Timeline SOXX 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: 2,279 shares; 2024Q4: 2,150 shares; 2025Q1: 2,080 shares; 2025Q2: 2,080 shares; 2025Q3: 2,080 shares 2,080 $564K <0.01% 0 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,494 shares; 2024Q4: 14,243 shares; 2025Q1: 12,326 shares; 2025Q2: 5,973 shares; 2025Q3: 5,450 shares 5,450 $563K <0.01% -523 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,382 shares; 2024Q4: 17,357 shares; 2025Q1: 13,995 shares; 2025Q2: 3,695 shares; 2025Q3: 3,695 shares 3,695 $562K <0.01% 0 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: 22,900 shares; 2024Q4: 22,900 shares; 2025Q1: 22,600 shares; 2025Q2: 22,600 shares; 2025Q3: 22,600 shares 22,600 $549K <0.01% 0 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: 2,940 shares; 2024Q4: 2,729 shares; 2025Q1: 4,793 shares; 2025Q2: 2,816 shares; 2025Q3: 2,816 shares 2,816 $548K <0.01% 0 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED 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: 11,537 shares 11,537 $541K <0.01% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,472 shares; 2024Q4: 14,422 shares; 2025Q1: 14,422 shares; 2025Q2: 14,402 shares; 2025Q3: 10,635 shares 10,635 $537K <0.01% -3,767 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,093 shares; 2024Q4: 24,320 shares; 2025Q1: 25,731 shares; 2025Q2: 21,486 shares; 2025Q3: 20,946 shares 20,946 $535K <0.01% -540 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: 6,100 shares; 2024Q4: 6,517 shares; 2025Q1: 6,517 shares; 2025Q2: 6,100 shares; 2025Q3: 6,100 shares 6,100 $533K <0.01% 0 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,154 shares; 2024Q4: 44,082 shares; 2025Q1: 45,940 shares; 2025Q2: 6,472 shares; 2025Q3: 7,322 shares 7,322 $528K <0.01% +850 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,189 shares; 2024Q4: 12,085 shares; 2025Q1: 10,830 shares; 2025Q2: 10,830 shares; 2025Q3: 10,650 shares 10,650 $523K <0.01% -180 Timeline IAG IAMGOLD CORP More: the full row for IAMGOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,890 shares; 2024Q4: 41,890 shares; 2025Q1: 41,890 shares; 2025Q2: 41,890 shares; 2025Q3: 40,390 shares 40,390 $522K <0.01% -1,500 Timeline HMY HARMONY GOLD MNG LTD More: the full row for HARMONY GOLD MNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,046 shares; 2024Q4: 20,546 shares; 2025Q1: 20,546 shares; 2025Q2: 25,635 shares; 2025Q3: 28,635 shares 28,635 $520K <0.01% +3,000 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,370 shares; 2024Q4: 2,370 shares; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: 2,432 shares 2,432 $509K <0.01% +132 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,693 shares; 2024Q4: 8,163 shares; 2025Q1: 8,263 shares; 2025Q2: 8,238 shares; 2025Q3: 8,438 shares 8,438 $506K <0.01% +200 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: 1,454 shares; 2024Q4: 1,454 shares; 2025Q1: 1,251 shares; 2025Q2: 1,251 shares; 2025Q3: 1,244 shares 1,244 $487K <0.01% -7 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: 19,702 shares; 2024Q4: 21,130 shares; 2025Q1: 19,780 shares; 2025Q2: 19,780 shares; 2025Q3: 19,572 shares 19,572 $485K <0.01% -208 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,662 shares; 2024Q4: 8,263 shares; 2025Q1: 8,188 shares; 2025Q2: 7,715 shares; 2025Q3: 7,340 shares 7,340 $484K <0.01% -375 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,176 shares; 2024Q4: 8,176 shares; 2025Q1: 8,176 shares; 2025Q2: 8,176 shares; 2025Q3: 11,080 shares 11,080 $478K <0.01% +2,904 Timeline SIL 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: 6,655 shares; 2025Q1: 6,655 shares; 2025Q2: 6,655 shares; 2025Q3: 6,655 shares 6,655 $477K <0.01% 0 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,171 shares; 2024Q4: 7,248 shares; 2025Q1: 7,108 shares; 2025Q2: 7,108 shares; 2025Q3: 5,795 shares 5,795 $475K <0.01% -1,313 Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,368 shares; 2024Q4: 13,263 shares; 2025Q1: 12,783 shares; 2025Q2: 12,919 shares; 2025Q3: 14,133 shares 14,133 $475K <0.01% +1,214 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,350 shares; 2024Q4: 18,100 shares; 2025Q1: 18,511 shares; 2025Q2: 18,100 shares; 2025Q3: 18,100 shares 18,100 $472K <0.01% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,250 shares; 2024Q4: 20,217 shares; 2025Q1: 19,717 shares; 2025Q2: 19,323 shares; 2025Q3: 18,958 shares 18,958 $466K <0.01% -365 Timeline HYG 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: 2,775 shares; 2025Q1: 2,875 shares; 2025Q2: 2,948 shares; 2025Q3: 5,522 shares 5,522 $448K <0.01% +2,574 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,200 shares; 2024Q4: 3,950 shares; 2025Q1: 3,950 shares; 2025Q2: 3,950 shares; 2025Q3: 3,650 shares 3,650 $440K <0.01% -300 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,450 shares; 2024Q4: 10,600 shares; 2025Q1: 10,450 shares; 2025Q2: 10,450 shares; 2025Q3: 10,450 shares 10,450 $437K <0.01% 0 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,859 shares; 2024Q4: 7,149 shares; 2025Q1: 7,120 shares; 2025Q2: 7,901 shares; 2025Q3: 6,218 shares 6,218 $435K <0.01% -1,683 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,795 shares; 2024Q4: 6,623 shares; 2025Q1: 6,623 shares; 2025Q2: 6,623 shares; 2025Q3: 6,323 shares 6,323 $428K <0.01% -300 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: 39,860 shares; 2024Q4: 5,183 shares; 2025Q1: 6,002 shares; 2025Q2: 7,112 shares; 2025Q3: 6,544 shares 6,544 $425K <0.01% -568 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,848 shares; 2024Q4: 12,433 shares; 2025Q1: 12,423 shares; 2025Q2: 12,518 shares; 2025Q3: 12,158 shares 12,158 $422K <0.01% -360 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,420 shares; 2025Q3: 4,265 shares 4,265 $422K <0.01% +845 Timeline SII SPROTT INC More: the full row for SPROTT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,535 shares; 2024Q4: 6,060 shares; 2025Q1: 6,060 shares; 2025Q2: 6,060 shares; 2025Q3: 5,075 shares 5,075 $422K <0.01% -985 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,974 shares; 2024Q4: 9,230 shares; 2025Q1: 9,595 shares; 2025Q2: 14,614 shares; 2025Q3: 16,203 shares 16,203 $419K <0.01% +1,589 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares 2,000 $417K <0.01% 0 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,045 shares 3,045 $417K <0.01% new Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,450 shares 21,450 $416K <0.01% new Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO 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: 4,518 shares 4,518 $413K <0.01% new Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,700 shares; 2024Q4: 4,700 shares; 2025Q1: 4,700 shares; 2025Q2: 4,700 shares; 2025Q3: 4,700 shares 4,700 $409K <0.01% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,414 shares; 2024Q4: 14,414 shares; 2025Q1: 14,414 shares; 2025Q2: 14,414 shares; 2025Q3: 14,414 shares 14,414 $408K <0.01% 0 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,223 shares; 2024Q4: not reported; 2025Q1: 3,016 shares; 2025Q2: 2,965 shares; 2025Q3: 3,069 shares 3,069 $404K <0.01% +104 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,562 shares; 2024Q4: 6,767 shares; 2025Q1: 4,467 shares; 2025Q2: 2,517 shares; 2025Q3: 2,517 shares 2,517 $402K <0.01% 0 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,160 shares; 2024Q4: 2,160 shares; 2025Q1: 2,160 shares; 2025Q2: 2,181 shares; 2025Q3: 2,091 shares 2,091 $397K <0.01% -90 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,420 shares; 2024Q4: 89,420 shares; 2025Q1: 96,620 shares; 2025Q2: 117,420 shares; 2025Q3: 161,420 shares 161,420 $397K <0.01% +44,000 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,175 shares; 2024Q4: 22,975 shares; 2025Q1: 20,490 shares; 2025Q2: 20,490 shares; 2025Q3: 20,490 shares 20,490 $397K <0.01% 0 Timeline PPTA PERPETUA RESOURCES CORP More: the full row for PERPETUA RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,090 shares; 2024Q4: 19,090 shares; 2025Q1: 17,240 shares; 2025Q2: 19,340 shares; 2025Q3: 19,340 shares 19,340 $391K <0.01% 0 Timeline LTBR LIGHTBRIDGE CORP More: the full row for LIGHTBRIDGE 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: 18,586 shares; 2025Q2: 18,586 shares; 2025Q3: 18,382 shares 18,382 $390K <0.01% -204 Timeline ORLA ORLA MNG LTD NEW More: the full row for ORLA MNG LTD NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,950 shares; 2024Q4: 20,950 shares; 2025Q1: 20,950 shares; 2025Q2: 20,950 shares; 2025Q3: 35,950 shares 35,950 $388K <0.01% +15,000 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,270 shares; 2024Q4: 9,670 shares; 2025Q1: 9,595 shares; 2025Q2: 9,595 shares; 2025Q3: 9,095 shares 9,095 $382K <0.01% -500 Timeline IYR 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: 4,721 shares; 2024Q4: 4,640 shares; 2025Q1: 4,608 shares; 2025Q2: 4,538 shares; 2025Q3: 3,938 shares 3,938 $382K <0.01% -600 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: 1,166 shares; 2024Q4: 1,166 shares; 2025Q1: 1,166 shares; 2025Q2: 1,166 shares; 2025Q3: 1,366 shares 1,366 $381K <0.01% +200 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,070 shares; 2025Q3: 8,479 shares 8,479 $377K <0.01% -7,591 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,714 shares; 2024Q4: 7,825 shares; 2025Q1: 7,714 shares; 2025Q2: 7,629 shares; 2025Q3: 7,629 shares 7,629 $372K <0.01% 0 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: 1,800 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,508 shares; 2025Q3: 1,508 shares 1,508 $371K <0.01% 0 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: 8,180 shares; 2024Q4: 8,505 shares; 2025Q1: 9,882 shares; 2025Q2: 7,600 shares; 2025Q3: 8,251 shares 8,251 $371K <0.01% +651 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: 1,632 shares; 2024Q4: 1,863 shares; 2025Q1: 1,436 shares; 2025Q2: 1,461 shares; 2025Q3: 1,500 shares 1,500 $370K <0.01% +39 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,450 shares; 2024Q4: 23,285 shares; 2025Q1: 27,790 shares; 2025Q2: 26,240 shares; 2025Q3: 11,069 shares 11,069 $369K <0.01% -15,171 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,289 shares 1,289 $369K <0.01% new Timeline MXCT MAXCYTE INC More: the full row for MAXCYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253,107 shares; 2024Q4: 253,107 shares; 2025Q1: 244,641 shares; 2025Q2: 237,245 shares; 2025Q3: 233,662 shares 233,662 $369K <0.01% -3,583 Timeline IWD 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: 1,705 shares; 2024Q4: 1,705 shares; 2025Q1: 1,747 shares; 2025Q2: 1,799 shares; 2025Q3: 1,799 shares 1,799 $366K <0.01% 0 Timeline 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: not reported; 2024Q4: 3,965 shares; 2025Q1: 3,917 shares; 2025Q2: 3,917 shares; 2025Q3: 4,014 shares 4,014 $364K <0.01% +97 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,951 shares; 2025Q1: 2,005 shares; 2025Q2: 1,925 shares; 2025Q3: 1,855 shares 1,855 $363K <0.01% -70 Timeline PSIX POWER SOLUTIONS INTL INC More: the full row for POWER SOLUTIONS 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: 3,695 shares; 2025Q3: 3,695 shares 3,695 $363K <0.01% 0 Timeline MIND MEDICINE MINDMED INC MIND MEDICINE MINDMED INC More: the full row for MIND MEDICINE MINDMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,200 shares; 2024Q4: 20,200 shares; 2025Q1: 28,200 shares; 2025Q2: 28,200 shares; 2025Q3: 30,200 shares 30,200 $356K <0.01% +2,000 DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,202 shares; 2024Q4: 2,458 shares; 2025Q1: not reported; 2025Q2: 2,057 shares; 2025Q3: 2,497 shares 2,497 $354K <0.01% +440 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,636 shares; 2025Q2: 8,831 shares; 2025Q3: 9,229 shares 9,229 $351K <0.01% +398 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 700 shares 700 $345K <0.01% new Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,679 shares; 2024Q4: 3,591 shares; 2025Q1: 2,828 shares; 2025Q2: 3,698 shares; 2025Q3: 3,633 shares 3,633 $345K <0.01% -65 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,244 shares; 2024Q4: 4,892 shares; 2025Q1: 4,874 shares; 2025Q2: 4,326 shares; 2025Q3: 4,326 shares 4,326 $337K <0.01% 0 Timeline BBU BROOKFIELD BUSINESS PARTNERS L More: the full row for BROOKFIELD BUSINESS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,237 shares; 2025Q3: 10,230 shares 10,230 $334K <0.01% -7 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,570 shares; 2025Q3: 3,720 shares 3,720 $332K <0.01% +1,150 Timeline