MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,355,921 shares; 2024Q4: 3,412,385 shares; 2025Q1: 3,488,022 shares; 2025Q2: 3,506,229 shares; 2025Q3: 3,492,242 shares; 2025Q4: 3,512,321 shares 3,512,321 $1.7B 6.64% +20,079 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,349,680 shares; 2024Q4: 4,495,149 shares; 2025Q1: 4,592,682 shares; 2025Q2: 4,746,627 shares; 2025Q3: 4,646,586 shares; 2025Q4: 4,292,095 shares 4,292,095 $1.34B 5.25% -354,491 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,029,387 shares; 2024Q4: 5,159,856 shares; 2025Q1: 5,294,896 shares; 2025Q2: 5,455,298 shares; 2025Q3: 5,478,001 shares; 2025Q4: 5,294,365 shares 5,294,365 $1.22B 4.78% -183,636 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,414,328 shares; 2024Q4: 3,409,796 shares; 2025Q1: 3,420,751 shares; 2025Q2: 3,427,033 shares; 2025Q3: 3,310,079 shares; 2025Q4: 3,247,548 shares 3,247,548 $1.14B 4.45% -62,531 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,612,244 shares; 2024Q4: 4,497,992 shares; 2025Q1: 4,910,079 shares; 2025Q2: 5,063,805 shares; 2025Q3: 5,635,294 shares; 2025Q4: 5,722,193 shares 5,722,193 $1.07B 4.17% +86,899 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,706,772 shares; 2024Q4: 2,836,572 shares; 2025Q1: 2,845,039 shares; 2025Q2: 2,773,075 shares; 2025Q3: 2,763,395 shares; 2025Q4: 2,737,607 shares 2,737,607 $882M 3.45% -25,788 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,959,490 shares; 2024Q4: 2,867,303 shares; 2025Q1: 2,842,191 shares; 2025Q2: 2,907,467 shares; 2025Q3: 3,132,050 shares; 2025Q4: 3,151,569 shares 3,151,569 $857M 3.35% +19,519 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,144,319 shares; 2024Q4: 2,042,757 shares; 2025Q1: 2,068,290 shares; 2025Q2: 1,995,782 shares; 2025Q3: 1,907,557 shares; 2025Q4: 1,712,515 shares 1,712,515 $537M 2.1% -195,042 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 747,492 shares; 2024Q4: 796,317 shares; 2025Q1: 841,990 shares; 2025Q2: 905,354 shares; 2025Q3: 942,391 shares; 2025Q4: 926,733 shares 926,733 $537M 2.1% -15,658 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 952,377 shares; 2024Q4: 1,002,432 shares; 2025Q1: 1,037,648 shares; 2025Q2: 1,052,963 shares; 2025Q3: 981,416 shares; 2025Q4: 991,887 shares 991,887 $499M 1.95% +10,471 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289,262 shares; 2024Q4: 320,764 shares; 2025Q1: 447,044 shares; 2025Q2: 551,228 shares; 2025Q3: 644,191 shares; 2025Q4: 696,555 shares 696,555 $460M 1.8% +52,364 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,896 shares; 2024Q4: 189,746 shares; 2025Q1: 224,179 shares; 2025Q2: 274,999 shares; 2025Q3: 339,938 shares; 2025Q4: 392,154 shares 392,154 $421M 1.65% +52,216 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; 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; 2025Q4: 5,925,755 shares 5,925,755 $414M 1.62% +173,436 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 3,116,386 shares 3,116,386 $390M 1.53% +107,648 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,361,932 shares; 2024Q4: 3,219,244 shares; 2025Q1: 3,419,637 shares; 2025Q2: 3,282,856 shares; 2025Q3: 2,968,161 shares; 2025Q4: 2,839,137 shares 2,839,137 $384M 1.5% -129,024 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,979 shares; 2024Q4: 47,300 shares; 2025Q1: 49,739 shares; 2025Q2: 53,985 shares; 2025Q3: 53,866 shares; 2025Q4: 64,908 shares 64,908 $348M 1.36% +11,042 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 2,689,587 shares 2,689,587 $336M 1.31% +175,928 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,610 shares; 2024Q4: 46,864 shares; 2025Q1: 45,254 shares; 2025Q2: 97,900 shares; 2025Q3: 667,398 shares; 2025Q4: 966,391 shares 966,391 $334M 1.31% +298,993 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 501,459 shares; 2024Q4: 545,095 shares; 2025Q1: 589,863 shares; 2025Q2: 612,919 shares; 2025Q3: 624,719 shares; 2025Q4: 638,030 shares 638,030 $333M 1.3% +13,311 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 670,930 shares; 2024Q4: 666,582 shares; 2025Q1: 778,557 shares; 2025Q2: 888,503 shares; 2025Q3: 941,576 shares; 2025Q4: 1,018,629 shares 1,018,629 $310M 1.21% +77,053 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 555,162 shares; 2024Q4: 553,133 shares; 2025Q1: 557,783 shares; 2025Q2: 563,116 shares; 2025Q3: 539,230 shares; 2025Q4: 532,453 shares 532,453 $304M 1.19% -6,777 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,315,784 shares; 2024Q4: 947,332 shares; 2025Q1: 937,240 shares; 2025Q2: 937,358 shares; 2025Q3: 988,928 shares; 2025Q4: 999,530 shares 999,530 $273M 1.07% +10,602 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; 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; 2025Q4: 2,759,657 shares 2,759,657 $263M 1.03% +477,680 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 539,440 shares; 2024Q4: 536,875 shares; 2025Q1: 537,339 shares; 2025Q2: 584,284 shares; 2025Q3: 584,563 shares; 2025Q4: 608,141 shares 608,141 $259M 1.01% +23,578 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,593 shares; 2024Q4: 135,471 shares; 2025Q1: 208,182 shares; 2025Q2: 245,539 shares; 2025Q3: 276,364 shares; 2025Q4: 293,273 shares 293,273 $258M 1.01% +16,909 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 485,160 shares; 2024Q4: 466,499 shares; 2025Q1: 460,359 shares; 2025Q2: 460,364 shares; 2025Q3: 462,292 shares; 2025Q4: 445,373 shares 445,373 $252M 0.99% -16,919 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; 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; 2025Q4: 1,332,148 shares 1,332,148 $247M 0.97% +67,901 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; 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; 2025Q4: 906,565 shares 906,565 $243M 0.95% -199,195 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300,282 shares; 2024Q4: 292,458 shares; 2025Q1: 280,347 shares; 2025Q2: 276,130 shares; 2025Q3: 268,789 shares; 2025Q4: 274,665 shares 274,665 $237M 0.93% +5,876 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,112,201 shares; 2024Q4: 893,132 shares; 2025Q1: 1,472,149 shares; 2025Q2: 1,577,832 shares; 2025Q3: 1,478,608 shares; 2025Q4: 1,401,781 shares 1,401,781 $226M 0.88% -76,827 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,379,216 shares 3,379,216 $221M 0.86% new Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,084,748 shares; 2024Q4: 1,221,129 shares; 2025Q1: 1,349,484 shares; 2025Q2: 1,416,655 shares; 2025Q3: 1,412,012 shares; 2025Q4: 1,499,627 shares 1,499,627 $215M 0.84% +87,615 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 574,642 shares; 2024Q4: 595,304 shares; 2025Q1: 587,802 shares; 2025Q2: 577,637 shares; 2025Q3: 582,821 shares; 2025Q4: 616,651 shares 616,651 $212M 0.83% +33,830 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 386,124 shares; 2024Q4: 468,189 shares; 2025Q1: 569,190 shares; 2025Q2: 561,610 shares; 2025Q3: 559,949 shares; 2025Q4: 616,552 shares 616,552 $193M 0.75% +56,603 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281,378 shares; 2024Q4: 277,143 shares; 2025Q1: 301,274 shares; 2025Q2: 313,703 shares; 2025Q3: 321,555 shares; 2025Q4: 289,793 shares 289,793 $192M 0.75% -31,762 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,640 shares; 2024Q4: 337,482 shares; 2025Q1: 657,186 shares; 2025Q2: 735,396 shares; 2025Q3: 814,372 shares; 2025Q4: 1,500,547 shares 1,500,547 $191M 0.75% +686,175 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 721,330 shares; 2024Q4: 903,076 shares; 2025Q1: 940,427 shares; 2025Q2: 860,920 shares; 2025Q3: 812,323 shares; 2025Q4: 792,363 shares 792,363 $176M 0.69% -19,960 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,740 shares; 2024Q4: 197,713 shares; 2025Q1: 209,476 shares; 2025Q2: 210,779 shares; 2025Q3: 218,956 shares; 2025Q4: 222,037 shares 222,037 $170M 0.67% +3,081 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 425,558 shares; 2024Q4: 434,028 shares; 2025Q1: 567,493 shares; 2025Q2: 695,180 shares; 2025Q3: 801,693 shares; 2025Q4: 603,572 shares 603,572 $160M 0.63% -198,121 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 413,601 shares; 2024Q4: 821,434 shares; 2025Q1: 822,218 shares; 2025Q2: 859,167 shares; 2025Q3: 868,983 shares; 2025Q4: 857,605 shares 857,605 $158M 0.62% -11,378 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,207,318 shares; 2024Q4: 983,260 shares; 2025Q1: 898,893 shares; 2025Q2: 850,658 shares; 2025Q3: 801,879 shares; 2025Q4: 762,771 shares 762,771 $158M 0.62% -39,108 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,582,455 shares; 2024Q4: 1,524,573 shares; 2025Q1: 1,516,918 shares; 2025Q2: 1,479,371 shares; 2025Q3: 1,481,608 shares; 2025Q4: 1,386,505 shares 1,386,505 $154M 0.6% -95,103 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 874,736 shares; 2024Q4: 985,485 shares; 2025Q1: 1,029,671 shares; 2025Q2: 1,056,105 shares; 2025Q3: 838,701 shares; 2025Q4: 824,699 shares 824,699 $151M 0.59% -14,002 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; 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; 2025Q4: 969,851 shares 969,851 $149M 0.58% -51,052 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 347,135 shares; 2024Q4: 337,791 shares; 2025Q1: 292,435 shares; 2025Q2: 297,251 shares; 2025Q3: 310,639 shares; 2025Q4: 316,393 shares 316,393 $147M 0.58% +5,754 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; 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; 2025Q4: 1,604,257 shares 1,604,257 $146M 0.57% +104,006 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 540,810 shares; 2024Q4: 587,185 shares; 2025Q1: 618,531 shares; 2025Q2: 614,945 shares; 2025Q3: 428,232 shares; 2025Q4: 400,346 shares 400,346 $140M 0.55% -27,886 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,236,718 shares; 2024Q4: 1,395,281 shares; 2025Q1: 1,505,092 shares; 2025Q2: 1,651,653 shares; 2025Q3: 1,633,612 shares; 2025Q4: 1,729,339 shares 1,729,339 $127M 0.5% +95,727 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 764,832 shares; 2024Q4: 652,535 shares; 2025Q1: 705,313 shares; 2025Q2: 762,845 shares; 2025Q3: 771,919 shares; 2025Q4: 705,425 shares 705,425 $125M 0.49% -66,494 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,829 shares; 2024Q4: 205,252 shares; 2025Q1: 203,953 shares; 2025Q2: 202,086 shares; 2025Q3: 202,076 shares; 2025Q4: 198,201 shares 198,201 $123M 0.48% -3,875 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,345 shares; 2024Q4: 134,129 shares; 2025Q1: 142,600 shares; 2025Q2: 152,679 shares; 2025Q3: 148,500 shares; 2025Q4: 771,946 shares 771,946 $118M 0.46% +623,446 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 681,445 shares; 2024Q4: 657,075 shares; 2025Q1: 653,326 shares; 2025Q2: 645,827 shares; 2025Q3: 661,576 shares; 2025Q4: 669,442 shares 669,442 $117M 0.46% +7,866 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,920,435 shares 1,920,435 $115M 0.45% -37,682 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 529,325 shares; 2024Q4: 695,247 shares; 2025Q1: 699,540 shares; 2025Q2: 746,922 shares; 2025Q3: 740,376 shares; 2025Q4: 746,934 shares 746,934 $114M 0.45% +6,558 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 686,293 shares; 2024Q4: 661,464 shares; 2025Q1: 629,890 shares; 2025Q2: 624,201 shares; 2025Q3: 624,181 shares; 2025Q4: 585,242 shares 585,242 $110M 0.43% -38,939 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 309,194 shares; 2024Q4: 328,287 shares; 2025Q1: 519,279 shares; 2025Q2: 704,535 shares; 2025Q3: 786,320 shares; 2025Q4: 896,133 shares 896,133 $108M 0.42% +109,813 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,391,478 shares 1,391,478 $106M 0.41% +25,739 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 309,086 shares; 2024Q4: 796,496 shares; 2025Q1: 1,108,995 shares; 2025Q2: 1,073,588 shares; 2025Q3: 1,225,729 shares; 2025Q4: 1,271,439 shares 1,271,439 $104M 0.41% +45,710 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333,903 shares; 2024Q4: 334,223 shares; 2025Q1: 333,183 shares; 2025Q2: 333,042 shares; 2025Q3: 332,921 shares; 2025Q4: 332,641 shares 332,641 $104M 0.41% -280 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; 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; 2025Q4: 1,045,252 shares 1,045,252 $103M 0.4% -769 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 379,415 shares; 2024Q4: 391,225 shares; 2025Q1: 389,186 shares; 2025Q2: 390,045 shares; 2025Q3: 411,118 shares; 2025Q4: 463,274 shares 463,274 $102M 0.4% +52,156 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,895,905 shares 1,895,905 $101M 0.4% +4,063 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,250 shares; 2024Q4: 353,996 shares; 2025Q1: 352,338 shares; 2025Q2: 356,091 shares; 2025Q3: 355,631 shares; 2025Q4: 355,415 shares 355,415 $99.1M 0.39% -216 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,115 shares; 2024Q4: 3,031 shares; 2025Q1: 3,031 shares; 2025Q2: 85,260 shares; 2025Q3: 113,345 shares; 2025Q4: 112,715 shares 112,715 $99.1M 0.39% -630 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213,160 shares; 2024Q4: 207,183 shares; 2025Q1: 222,471 shares; 2025Q2: 227,901 shares; 2025Q3: 199,111 shares; 2025Q4: 172,709 shares 172,709 $98.9M 0.39% -26,402 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,052 shares; 2024Q4: 145,680 shares; 2025Q1: 196,334 shares; 2025Q2: 201,549 shares; 2025Q3: 201,193 shares; 2025Q4: 199,489 shares 199,489 $96.5M 0.38% -1,704 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,902 shares; 2024Q4: 476,544 shares; 2025Q1: 545,959 shares; 2025Q2: 564,275 shares; 2025Q3: 589,217 shares; 2025Q4: 590,125 shares 590,125 $95.6M 0.37% +908 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; 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; 2025Q4: 2,585,814 shares 2,585,814 $94.5M 0.37% +95,284 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 439,525 shares; 2024Q4: 439,492 shares; 2025Q1: 437,438 shares; 2025Q2: 431,580 shares; 2025Q3: 431,446 shares; 2025Q4: 411,389 shares 411,389 $91.8M 0.36% -20,057 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,220,504 shares; 2024Q4: 1,265,927 shares; 2025Q1: 1,295,564 shares; 2025Q2: 1,405,410 shares; 2025Q3: 1,400,862 shares; 2025Q4: 1,796,710 shares 1,796,710 $91.3M 0.36% +395,848 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,620 shares; 2024Q4: 142,877 shares; 2025Q1: 297,854 shares; 2025Q2: 332,288 shares; 2025Q3: 434,466 shares; 2025Q4: 545,862 shares 545,862 $87.8M 0.34% +111,396 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267,932 shares; 2024Q4: 267,950 shares; 2025Q1: 266,643 shares; 2025Q2: 267,178 shares; 2025Q3: 273,841 shares; 2025Q4: 260,352 shares 260,352 $84.4M 0.33% -13,489 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 516,226 shares; 2024Q4: 562,473 shares; 2025Q1: 520,818 shares; 2025Q2: 471,855 shares; 2025Q3: 450,076 shares; 2025Q4: 430,464 shares 430,464 $84M 0.33% -19,612 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,130 shares; 2025Q2: 154,166 shares; 2025Q3: 159,566 shares; 2025Q4: 218,618 shares 218,618 $83.8M 0.33% +59,052 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 361,048 shares; 2024Q4: 425,830 shares; 2025Q1: 412,516 shares; 2025Q2: 381,153 shares; 2025Q3: 412,788 shares; 2025Q4: 474,216 shares 474,216 $83.3M 0.33% +61,428 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 784,304 shares; 2024Q4: 784,021 shares; 2025Q1: 763,981 shares; 2025Q2: 732,135 shares; 2025Q3: 748,935 shares; 2025Q4: 787,535 shares 787,535 $83.1M 0.32% +38,600 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307,785 shares; 2024Q4: 285,903 shares; 2025Q1: 274,905 shares; 2025Q2: 278,780 shares; 2025Q3: 289,572 shares; 2025Q4: 304,964 shares 304,964 $80.1M 0.31% +15,392 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,020 shares; 2024Q4: 209,719 shares; 2025Q1: 211,593 shares; 2025Q2: 207,750 shares; 2025Q3: 205,882 shares; 2025Q4: 199,531 shares 199,531 $79.1M 0.31% -6,351 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 275,457 shares; 2025Q1: 406,379 shares; 2025Q2: 589,460 shares; 2025Q3: 794,703 shares; 2025Q4: 980,954 shares 980,954 $78.2M 0.31% +186,251 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,659 shares; 2024Q4: 54,294 shares; 2025Q1: 55,900 shares; 2025Q2: 66,055 shares; 2025Q3: 71,749 shares; 2025Q4: 824,173 shares 824,173 $77.3M 0.3% +752,424 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,505 shares; 2024Q4: 27,837 shares; 2025Q1: 29,028 shares; 2025Q2: 29,629 shares; 2025Q3: 29,317 shares; 2025Q4: 219,265 shares 219,265 $77.1M 0.3% +189,948 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,181 shares; 2024Q4: 136,437 shares; 2025Q1: 143,768 shares; 2025Q2: 137,219 shares; 2025Q3: 117,569 shares; 2025Q4: 108,872 shares 108,872 $73.7M 0.29% -8,697 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,615,661 shares; 2024Q4: 1,580,532 shares; 2025Q1: 1,351,682 shares; 2025Q2: 924,449 shares; 2025Q3: 736,197 shares; 2025Q4: 622,107 shares 622,107 $70.8M 0.28% -114,090 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 344,749 shares; 2025Q1: 343,245 shares; 2025Q2: 344,664 shares; 2025Q3: 344,564 shares; 2025Q4: 344,117 shares 344,117 $69.2M 0.27% -447 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,075 shares; 2024Q4: 105,402 shares; 2025Q1: 86,250 shares; 2025Q2: 103,183 shares; 2025Q3: 104,431 shares; 2025Q4: 102,195 shares 102,195 $64.1M 0.25% -2,236 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,606 shares; 2024Q4: 181,697 shares; 2025Q1: 159,043 shares; 2025Q2: 142,160 shares; 2025Q3: 97,214 shares; 2025Q4: 103,204 shares 103,204 $62.4M 0.24% +5,990 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 449,534 shares; 2024Q4: 547,271 shares; 2025Q1: 605,692 shares; 2025Q2: 656,297 shares; 2025Q3: 799,265 shares; 2025Q4: 728,459 shares 728,459 $61.5M 0.24% -70,806 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 311,807 shares; 2024Q4: 319,502 shares; 2025Q1: 296,882 shares; 2025Q2: 347,366 shares; 2025Q3: 279,470 shares; 2025Q4: 265,499 shares 265,499 $60.8M 0.24% -13,971 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 49,455 shares; 2025Q1: 54,172 shares; 2025Q2: 58,015 shares; 2025Q3: 56,715 shares; 2025Q4: 54,896 shares 54,896 $58.8M 0.23% -1,819 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,207,500 shares 1,207,500 $56.3M 0.22% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 280,471 shares; 2024Q4: 251,216 shares; 2025Q1: 248,013 shares; 2025Q2: 247,880 shares; 2025Q3: 298,232 shares; 2025Q4: 325,014 shares 325,014 $55.5M 0.22% +26,782 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,899 shares; 2024Q4: 16,500 shares; 2025Q1: 10,462 shares; 2025Q2: 10,482 shares; 2025Q3: 10,552 shares; 2025Q4: 500,043 shares 500,043 $54.7M 0.21% +489,491 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 651,127 shares; 2024Q4: 648,242 shares; 2025Q1: 451,518 shares; 2025Q2: 478,540 shares; 2025Q3: 520,202 shares; 2025Q4: 560,250 shares 560,250 $51.4M 0.2% +40,048 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,507 shares; 2024Q4: 74,816 shares; 2025Q1: 76,165 shares; 2025Q2: 76,858 shares; 2025Q3: 75,171 shares; 2025Q4: 74,698 shares 74,698 $50.9M 0.2% -473 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,348,744 shares; 2024Q4: 1,247,344 shares; 2025Q1: 1,218,307 shares; 2025Q2: 1,005,137 shares; 2025Q3: 926,992 shares; 2025Q4: 915,457 shares 915,457 $50.4M 0.2% -11,535 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,635 shares; 2024Q4: 203,009 shares; 2025Q1: 202,640 shares; 2025Q2: 149,006 shares; 2025Q3: 158,147 shares; 2025Q4: 159,906 shares 159,906 $49.3M 0.19% +1,759 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 580,021 shares; 2024Q4: 602,049 shares; 2025Q1: 620,622 shares; 2025Q2: 645,861 shares; 2025Q3: 611,662 shares; 2025Q4: 598,999 shares 598,999 $49.1M 0.19% -12,663 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 443,165 shares; 2024Q4: 424,572 shares; 2025Q1: 414,783 shares; 2025Q2: 410,989 shares; 2025Q3: 369,965 shares; 2025Q4: 359,157 shares 359,157 $48.9M 0.19% -10,808 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 402,128 shares; 2024Q4: 435,999 shares; 2025Q1: 463,489 shares; 2025Q2: 504,474 shares; 2025Q3: 532,064 shares; 2025Q4: 375,031 shares 375,031 $47.2M 0.18% -157,033 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,033 shares; 2024Q4: 59,425 shares; 2025Q1: 59,221 shares; 2025Q2: 58,778 shares; 2025Q3: 59,365 shares; 2025Q4: 67,309 shares 67,309 $44M 0.17% +7,944 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,716 shares; 2024Q4: 162,702 shares; 2025Q1: 250,287 shares; 2025Q2: 260,973 shares; 2025Q3: 253,398 shares; 2025Q4: 239,481 shares 239,481 $41.5M 0.16% -13,917 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,751 shares; 2024Q4: 99,549 shares; 2025Q1: 84,501 shares; 2025Q2: 93,247 shares; 2025Q3: 91,048 shares; 2025Q4: 88,993 shares 88,993 $40M 0.16% -2,055 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 557,126 shares; 2024Q4: 511,949 shares; 2025Q1: 402,080 shares; 2025Q2: 328,358 shares; 2025Q3: 255,942 shares; 2025Q4: 242,663 shares 242,663 $34.8M 0.14% -13,279 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; 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; 2025Q4: 638,732 shares 638,732 $34.4M 0.13% -1,106,770 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 472,560 shares; 2024Q4: 484,364 shares; 2025Q1: 512,694 shares; 2025Q2: 507,990 shares; 2025Q3: 442,030 shares; 2025Q4: 391,191 shares 391,191 $34.2M 0.13% -50,839 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,864 shares; 2025Q1: 52,826 shares; 2025Q2: 55,157 shares; 2025Q3: 55,769 shares; 2025Q4: 41,175 shares 41,175 $33.8M 0.13% -14,594 Timeline MICC MAGNUM ICE CREAM CO NV More: the full row for MAGNUM ICE CREAM CO NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,078,679 shares 2,078,679 $32.9M 0.13% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 546,833 shares; 2024Q4: 635,788 shares; 2025Q1: 709,752 shares; 2025Q2: 538,698 shares; 2025Q3: 390,568 shares; 2025Q4: 377,738 shares 377,738 $30.3M 0.12% -12,830 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,640 shares; 2024Q4: 9,724 shares; 2025Q1: 10,384 shares; 2025Q2: 9,344 shares; 2025Q3: 9,706 shares; 2025Q4: 14,989 shares 14,989 $30.2M 0.12% +5,283 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,626 shares; 2024Q4: 131,756 shares; 2025Q1: 134,175 shares; 2025Q2: 137,338 shares; 2025Q3: 149,449 shares; 2025Q4: 134,815 shares 134,815 $30.2M 0.12% -14,634 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 365,787 shares; 2024Q4: 352,838 shares; 2025Q1: 291,452 shares; 2025Q2: 290,196 shares; 2025Q3: 263,296 shares; 2025Q4: 250,867 shares 250,867 $30M 0.12% -12,429 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,589 shares; 2024Q4: 278,337 shares; 2025Q1: 289,196 shares; 2025Q2: 306,430 shares; 2025Q3: 370,099 shares; 2025Q4: 365,345 shares 365,345 $30M 0.12% -4,754 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,300 shares; 2025Q3: 343,107 shares; 2025Q4: 328,601 shares 328,601 $29.6M 0.12% -14,506 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 718,365 shares 718,365 $27.6M 0.11% -1,098,893 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,208,941 shares; 2024Q4: 1,262,015 shares; 2025Q1: 497,806 shares; 2025Q2: 477,532 shares; 2025Q3: 409,261 shares; 2025Q4: 260,490 shares 260,490 $27.4M 0.11% -148,771 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,996 shares; 2024Q4: 117,928 shares; 2025Q1: 113,468 shares; 2025Q2: 111,881 shares; 2025Q3: 108,600 shares; 2025Q4: 106,637 shares 106,637 $27M 0.11% -1,963 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 337,067 shares 337,067 $26.9M 0.11% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,054 shares; 2024Q4: 114,216 shares; 2025Q1: 129,260 shares; 2025Q2: 133,391 shares; 2025Q3: 133,188 shares; 2025Q4: 104,101 shares 104,101 $26.8M 0.1% -29,087 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,598 shares; 2024Q4: 73,819 shares; 2025Q1: 69,853 shares; 2025Q2: 68,737 shares; 2025Q3: 66,195 shares; 2025Q4: 68,570 shares 68,570 $26.7M 0.1% +2,375 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; 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; 2025Q4: 251,351 shares 251,351 $26.3M 0.1% +29,312 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,232 shares; 2024Q4: 25,197 shares; 2025Q1: 35,349 shares; 2025Q2: 34,032 shares; 2025Q3: 32,730 shares; 2025Q4: 45,808 shares 45,808 $26M 0.1% +13,078 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 627 shares; 2025Q1: 8,591 shares; 2025Q2: 8,665 shares; 2025Q3: 8,640 shares; 2025Q4: 7,440 shares 7,440 $25.2M 0.1% -1,200 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,366 shares; 2024Q4: 86,769 shares; 2025Q1: 83,973 shares; 2025Q2: 83,571 shares; 2025Q3: 93,182 shares; 2025Q4: 115,742 shares 115,742 $24.5M 0.1% +22,560 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,773 shares; 2024Q4: 149,587 shares; 2025Q1: 153,863 shares; 2025Q2: 160,279 shares; 2025Q3: 182,224 shares; 2025Q4: 202,457 shares 202,457 $22.7M 0.09% +20,233 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 572,241 shares; 2024Q4: 475,135 shares; 2025Q1: 319,832 shares; 2025Q2: 304,134 shares; 2025Q3: 353,145 shares; 2025Q4: 73,243 shares 73,243 $22.4M 0.09% -279,902 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229,577 shares; 2024Q4: 255,655 shares; 2025Q1: 294,313 shares; 2025Q2: 297,007 shares; 2025Q3: 157,225 shares; 2025Q4: 152,152 shares 152,152 $22M 0.09% -5,073 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 302,003 shares; 2024Q4: 292,031 shares; 2025Q1: 287,094 shares; 2025Q2: 294,573 shares; 2025Q3: 292,062 shares; 2025Q4: 279,687 shares 279,687 $21.5M 0.08% -12,375 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,586 shares; 2024Q4: 198,961 shares; 2025Q1: 202,127 shares; 2025Q2: 205,965 shares; 2025Q3: 200,088 shares; 2025Q4: 205,113 shares 205,113 $21M 0.08% +5,025 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 594,269 shares; 2024Q4: 566,128 shares; 2025Q1: 563,158 shares; 2025Q2: 548,275 shares; 2025Q3: 515,321 shares; 2025Q4: 500,059 shares 500,059 $20.4M 0.08% -15,262 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285,396 shares; 2024Q4: 241,355 shares; 2025Q1: 235,150 shares; 2025Q2: 225,350 shares; 2025Q3: 178,283 shares; 2025Q4: 172,172 shares 172,172 $20.1M 0.08% -6,111 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 503,553 shares; 2024Q4: 487,605 shares; 2025Q1: 389,419 shares; 2025Q2: 340,345 shares; 2025Q3: 311,757 shares; 2025Q4: 314,416 shares 314,416 $20M 0.08% +2,659 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 419,083 shares; 2024Q4: 419,083 shares; 2025Q1: 419,083 shares; 2025Q2: 336,612 shares; 2025Q3: 336,612 shares; 2025Q4: 336,612 shares 336,612 $18.9M 0.07% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,944 shares; 2024Q4: 29,443 shares; 2025Q1: 27,401 shares; 2025Q2: 27,302 shares; 2025Q3: 28,638 shares; 2025Q4: 30,226 shares 30,226 $18.6M 0.07% +1,588 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,530 shares; 2024Q4: 48,317 shares; 2025Q1: 49,251 shares; 2025Q2: 49,150 shares; 2025Q3: 45,303 shares; 2025Q4: 39,771 shares 39,771 $18.6M 0.07% -5,532 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,460 shares; 2024Q4: 96,640 shares; 2025Q1: 70,011 shares; 2025Q2: 62,414 shares; 2025Q3: 60,266 shares; 2025Q4: 58,873 shares 58,873 $17.4M 0.07% -1,393 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,981 shares; 2024Q4: 16,089 shares; 2025Q1: 29,144 shares; 2025Q2: 30,175 shares; 2025Q3: 56,951 shares; 2025Q4: 174,223 shares 174,223 $17.4M 0.07% +117,272 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; 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; 2025Q4: 3,644,420 shares 3,644,420 $17.4M 0.07% +225,000 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,287 shares; 2024Q4: 163,090 shares; 2025Q1: 168,449 shares; 2025Q2: 175,237 shares; 2025Q3: 173,335 shares; 2025Q4: 187,534 shares 187,534 $17M 0.07% +14,199 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253,220 shares; 2024Q4: 226,301 shares; 2025Q1: 214,656 shares; 2025Q2: 199,516 shares; 2025Q3: 175,577 shares; 2025Q4: 214,516 shares 214,516 $17M 0.07% +38,939 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,381 shares; 2024Q4: 104,618 shares; 2025Q1: 131,927 shares; 2025Q2: 144,613 shares; 2025Q3: 138,810 shares; 2025Q4: 36,961 shares 36,961 $16.5M 0.06% -101,849 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,410 shares; 2024Q4: 295,140 shares; 2025Q1: 294,906 shares; 2025Q2: 294,756 shares; 2025Q3: 294,561 shares; 2025Q4: 294,553 shares 294,553 $15.5M 0.06% -8 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,630 shares; 2024Q4: 295,699 shares; 2025Q1: 275,548 shares; 2025Q2: 185,075 shares; 2025Q3: 182,564 shares; 2025Q4: 264,325 shares 264,325 $15.4M 0.06% +81,761 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,365 shares; 2024Q4: 194,060 shares; 2025Q1: 206,025 shares; 2025Q2: 210,533 shares; 2025Q3: 197,130 shares; 2025Q4: 190,723 shares 190,723 $15.4M 0.06% -6,407 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,673 shares; 2024Q4: 287,477 shares; 2025Q1: 345,688 shares; 2025Q2: 358,390 shares; 2025Q3: 362,594 shares; 2025Q4: 350,004 shares 350,004 $15.4M 0.06% -12,590 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,755 shares; 2024Q4: 79,428 shares; 2025Q1: 73,856 shares; 2025Q2: 71,713 shares; 2025Q3: 71,635 shares; 2025Q4: 66,844 shares 66,844 $15.3M 0.06% -4,791 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,576 shares; 2024Q4: 47,797 shares; 2025Q1: 56,094 shares; 2025Q2: 56,094 shares; 2025Q3: 57,138 shares; 2025Q4: 58,499 shares 58,499 $15.2M 0.06% +1,361 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,606 shares; 2024Q4: 98,525 shares; 2025Q1: 141,531 shares; 2025Q2: 149,687 shares; 2025Q3: 157,866 shares; 2025Q4: 157,304 shares 157,304 $15M 0.06% -562 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 553,623 shares; 2024Q4: 559,517 shares; 2025Q1: 556,910 shares; 2025Q2: 537,149 shares; 2025Q3: 477,092 shares; 2025Q4: 471,884 shares 471,884 $14.8M 0.06% -5,208 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,107 shares; 2024Q4: 237,395 shares; 2025Q1: 220,134 shares; 2025Q2: 49,525 shares; 2025Q3: 44,330 shares; 2025Q4: 42,637 shares 42,637 $14.1M 0.06% -1,693 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,435 shares; 2024Q4: 107,707 shares; 2025Q1: 108,693 shares; 2025Q2: 88,618 shares; 2025Q3: 96,234 shares; 2025Q4: 99,639 shares 99,639 $14.1M 0.05% +3,405 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 305,000 shares; 2025Q1: 436,000 shares; 2025Q2: 436,000 shares; 2025Q3: 436,000 shares; 2025Q4: 436,000 shares 436,000 $12.4M 0.05% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,321 shares; 2024Q4: 86,796 shares; 2025Q1: 86,686 shares; 2025Q2: 88,166 shares; 2025Q3: 89,079 shares; 2025Q4: 113,801 shares 113,801 $11.4M 0.04% +24,722 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 605,091 shares; 2024Q4: 585,057 shares; 2025Q1: 560,515 shares; 2025Q2: 487,528 shares; 2025Q3: 474,535 shares; 2025Q4: 447,525 shares 447,525 $11.1M 0.04% -27,010 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,832 shares; 2024Q4: 37,005 shares; 2025Q1: 38,821 shares; 2025Q2: 36,422 shares; 2025Q3: 37,159 shares; 2025Q4: 37,503 shares 37,503 $11.1M 0.04% +344 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; 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; 2025Q4: 109,959 shares 109,959 $11M 0.04% -4,595 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,607 shares; 2024Q4: 110,062 shares; 2025Q1: 112,556 shares; 2025Q2: 112,357 shares; 2025Q3: 113,341 shares; 2025Q4: 113,850 shares 113,850 $10.6M 0.04% +509 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272,505 shares; 2024Q4: 304,766 shares; 2025Q1: 312,092 shares; 2025Q2: 284,567 shares; 2025Q3: 281,219 shares; 2025Q4: 282,130 shares 282,130 $10.5M 0.04% +911 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,801 shares; 2024Q4: 93,648 shares; 2025Q1: 95,168 shares; 2025Q2: 91,364 shares; 2025Q3: 102,863 shares; 2025Q4: 99,801 shares 99,801 $10.5M 0.04% -3,062 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,873 shares; 2024Q4: 57,575 shares; 2025Q1: 44,486 shares; 2025Q2: 44,000 shares; 2025Q3: 43,000 shares; 2025Q4: 41,757 shares 41,757 $10.3M 0.04% -1,243 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,031 shares; 2024Q4: 53,446 shares; 2025Q1: 53,735 shares; 2025Q2: 61,573 shares; 2025Q3: 67,827 shares; 2025Q4: 67,687 shares 67,687 $9.92M 0.04% -140 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,805 shares; 2024Q4: 59,762 shares; 2025Q1: 53,637 shares; 2025Q2: 53,028 shares; 2025Q3: 53,905 shares; 2025Q4: 57,910 shares 57,910 $9.83M 0.04% +4,005 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 15 shares; 2025Q1: 14 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 13 shares 13 $9.81M 0.04% -2 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,978 shares; 2024Q4: 133,328 shares; 2025Q1: 133,828 shares; 2025Q2: 132,578 shares; 2025Q3: 132,578 shares; 2025Q4: 131,118 shares 131,118 $9.68M 0.04% -1,460 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,617 shares; 2024Q4: 118,617 shares; 2025Q1: 127,316 shares; 2025Q2: 133,405 shares; 2025Q3: 157,747 shares; 2025Q4: 176,386 shares 176,386 $9.48M 0.04% +18,639 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,618 shares; 2024Q4: 59,741 shares; 2025Q1: 58,155 shares; 2025Q2: 41,912 shares; 2025Q3: 16,590 shares; 2025Q4: 16,348 shares 16,348 $9.38M 0.04% -242 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,385 shares; 2024Q4: 92,359 shares; 2025Q1: 91,830 shares; 2025Q2: 90,071 shares; 2025Q3: 89,821 shares; 2025Q4: 70,806 shares 70,806 $9.36M 0.04% -19,015 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,348 shares; 2024Q4: 105,748 shares; 2025Q1: 104,239 shares; 2025Q2: 104,126 shares; 2025Q3: 103,541 shares; 2025Q4: 100,191 shares 100,191 $9.09M 0.04% -3,350 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,315 shares; 2024Q4: 30,962 shares; 2025Q1: 30,962 shares; 2025Q2: 33,604 shares; 2025Q3: 34,399 shares; 2025Q4: 34,349 shares 34,349 $8.89M 0.03% -50 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,677 shares; 2024Q4: 22,587 shares; 2025Q1: 23,766 shares; 2025Q2: 23,257 shares; 2025Q3: 85,979 shares; 2025Q4: 44,502 shares 44,502 $8.67M 0.03% -41,477 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,402 shares; 2024Q4: 29,842 shares; 2025Q1: 27,185 shares; 2025Q2: 26,994 shares; 2025Q3: 26,964 shares; 2025Q4: 26,689 shares 26,689 $8.5M 0.03% -275 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,705 shares; 2025Q3: 1,745 shares; 2025Q4: 21,754 shares 21,754 $8.13M 0.03% +20,009 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,017 shares; 2025Q3: 67,120 shares; 2025Q4: 211,909 shares 211,909 $8.11M 0.03% +144,789 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,333 shares; 2024Q4: 1,364 shares; 2025Q1: 879 shares; 2025Q2: 6,021 shares; 2025Q3: 13,442 shares; 2025Q4: 13,934 shares 13,934 $8.09M 0.03% +492 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 119,891 shares 119,891 $7.96M 0.03% -18,632 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,109 shares; 2024Q4: 22,440 shares; 2025Q1: 31,018 shares; 2025Q2: 31,823 shares; 2025Q3: 30,475 shares; 2025Q4: 31,730 shares 31,730 $7.81M 0.03% +1,255 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,189 shares; 2024Q4: 174,110 shares; 2025Q1: 228,292 shares; 2025Q2: 345,007 shares; 2025Q3: 438,807 shares; 2025Q4: 379,324 shares 379,324 $7.67M 0.03% -59,483 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,845 shares; 2024Q4: 108,725 shares; 2025Q1: 383,116 shares; 2025Q2: 399,155 shares; 2025Q3: 383,447 shares; 2025Q4: 319,433 shares 319,433 $7.55M 0.03% -64,014 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,735 shares; 2024Q4: 124,554 shares; 2025Q1: 123,737 shares; 2025Q2: 122,957 shares; 2025Q3: 102,982 shares; 2025Q4: 83,976 shares 83,976 $7.43M 0.03% -19,006 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,445 shares; 2024Q4: 76,754 shares; 2025Q1: 66,485 shares; 2025Q2: 64,813 shares; 2025Q3: 60,000 shares; 2025Q4: 63,019 shares 63,019 $7.32M 0.03% +3,019 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,498 shares; 2024Q4: 110,105 shares; 2025Q1: 114,920 shares; 2025Q2: 121,575 shares; 2025Q3: 123,388 shares; 2025Q4: 131,101 shares 131,101 $7.17M 0.03% +7,713 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,377 shares; 2024Q4: 66,193 shares; 2025Q1: 73,732 shares; 2025Q2: 83,523 shares; 2025Q3: 107,582 shares; 2025Q4: 105,313 shares 105,313 $7.07M 0.03% -2,269 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,597 shares; 2024Q4: 109,334 shares; 2025Q1: 123,173 shares; 2025Q2: 61,887 shares; 2025Q3: 45,797 shares; 2025Q4: 35,756 shares 35,756 $6.94M 0.03% -10,041 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,024 shares; 2024Q4: 34,998 shares; 2025Q1: 64,710 shares; 2025Q2: 64,049 shares; 2025Q3: 61,586 shares; 2025Q4: 69,370 shares 69,370 $6.9M 0.03% +7,784 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,045 shares; 2024Q4: 40,343 shares; 2025Q1: 38,848 shares; 2025Q2: 36,905 shares; 2025Q3: 31,409 shares; 2025Q4: 29,844 shares 29,844 $6.9M 0.03% -1,565 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,144 shares; 2024Q4: 70,018 shares; 2025Q1: 71,722 shares; 2025Q2: 84,419 shares; 2025Q3: 82,478 shares; 2025Q4: 86,802 shares 86,802 $6.84M 0.03% +4,324 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,150 shares; 2024Q4: 36,474 shares; 2025Q1: 46,688 shares; 2025Q2: 51,345 shares; 2025Q3: 55,853 shares; 2025Q4: 60,818 shares 60,818 $6.81M 0.03% +4,965 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,649 shares; 2024Q4: 22,762 shares; 2025Q1: 23,551 shares; 2025Q2: 23,458 shares; 2025Q3: 23,274 shares; 2025Q4: 23,486 shares 23,486 $6.78M 0.03% +212 Timeline CERT CERTARA INC More: the full row for CERTARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 757,290 shares; 2024Q4: 756,990 shares; 2025Q1: 756,990 shares; 2025Q2: 756,990 shares; 2025Q3: 756,990 shares; 2025Q4: 756,990 shares 756,990 $6.67M 0.03% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,259 shares; 2024Q4: 68,445 shares; 2025Q1: 75,732 shares; 2025Q2: 72,005 shares; 2025Q3: 63,374 shares; 2025Q4: 58,786 shares 58,786 $6.46M 0.03% -4,588 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,744 shares; 2024Q4: 46,849 shares; 2025Q1: 63,413 shares; 2025Q2: 81,481 shares; 2025Q3: 94,642 shares; 2025Q4: 100,613 shares 100,613 $6.45M 0.03% +5,971 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,568 shares; 2024Q4: 57,087 shares; 2025Q1: 55,264 shares; 2025Q2: 53,683 shares; 2025Q3: 51,958 shares; 2025Q4: 49,770 shares 49,770 $6.42M 0.03% -2,188 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,506 shares; 2024Q4: 27,975 shares; 2025Q1: 29,800 shares; 2025Q2: 46,541 shares; 2025Q3: 89,280 shares; 2025Q4: 103,857 shares 103,857 $6.38M 0.02% +14,577 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,203 shares; 2024Q4: 50,876 shares; 2025Q1: 48,946 shares; 2025Q2: 48,599 shares; 2025Q3: 46,249 shares; 2025Q4: 46,006 shares 46,006 $6.34M 0.02% -243 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,648 shares; 2024Q4: 10,988 shares; 2025Q1: 8,782 shares; 2025Q2: 8,718 shares; 2025Q3: 10,011 shares; 2025Q4: 13,375 shares 13,375 $6.27M 0.02% +3,364 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 809,725 shares; 2024Q4: 803,947 shares; 2025Q1: 811,847 shares; 2025Q2: 839,834 shares; 2025Q3: 390,538 shares; 2025Q4: 73,546 shares 73,546 $6.25M 0.02% -316,992 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,368 shares; 2024Q4: 206,231 shares; 2025Q1: 231,682 shares; 2025Q2: 230,977 shares; 2025Q3: 193,236 shares; 2025Q4: 29,993 shares 29,993 $6.13M 0.02% -163,243 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,184 shares; 2024Q4: 68,393 shares; 2025Q1: 61,164 shares; 2025Q2: 50,436 shares; 2025Q3: 38,985 shares; 2025Q4: 35,691 shares 35,691 $6.1M 0.02% -3,294 Timeline INOD INNODATA INC More: the full row for INNODATA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,409 shares; 2024Q4: 123,014 shares; 2025Q1: 127,710 shares; 2025Q2: 136,401 shares; 2025Q3: 144,584 shares; 2025Q4: 119,410 shares 119,410 $6.08M 0.02% -25,174 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,692 shares; 2024Q4: 6,492 shares; 2025Q1: 87,331 shares; 2025Q2: 83,094 shares; 2025Q3: 22,682 shares; 2025Q4: 20,665 shares 20,665 $5.9M 0.02% -2,017 Timeline BALY BALLYS CORPORATION More: the full row for BALLYS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 350,190 shares; 2025Q1: 350,190 shares; 2025Q2: 350,190 shares; 2025Q3: 350,190 shares; 2025Q4: 350,190 shares 350,190 $5.79M 0.02% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,568 shares; 2024Q4: 40,766 shares; 2025Q1: 41,366 shares; 2025Q2: 45,999 shares; 2025Q3: 45,629 shares; 2025Q4: 40,946 shares 40,946 $5.78M 0.02% -4,683 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,985 shares; 2024Q4: 32,367 shares; 2025Q1: 29,613 shares; 2025Q2: 47,716 shares; 2025Q3: 55,440 shares; 2025Q4: 46,464 shares 46,464 $5.77M 0.02% -8,976 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,065 shares; 2024Q4: 100,235 shares; 2025Q1: 88,215 shares; 2025Q2: 97,455 shares; 2025Q3: 94,195 shares; 2025Q4: 86,190 shares 86,190 $5.69M 0.02% -8,005 Timeline EPP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,410 shares; 2024Q4: 105,652 shares; 2025Q1: 113,773 shares; 2025Q2: 109,977 shares; 2025Q3: 110,536 shares; 2025Q4: 112,098 shares 112,098 $5.66M 0.02% +1,562 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 67,109 shares; 2025Q2: 70,175 shares; 2025Q3: 246,151 shares; 2025Q4: 241,207 shares 241,207 $5.62M 0.02% -4,944 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,664 shares; 2024Q4: 40,289 shares; 2025Q1: 38,284 shares; 2025Q2: 35,884 shares; 2025Q3: 34,648 shares; 2025Q4: 34,897 shares 34,897 $5.6M 0.02% +249 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,304 shares; 2024Q4: 142,574 shares; 2025Q1: 142,574 shares; 2025Q2: 150,012 shares; 2025Q3: 171,511 shares; 2025Q4: 182,494 shares 182,494 $5.51M 0.02% +10,983 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,100 shares; 2024Q4: 25,944 shares; 2025Q1: 31,484 shares; 2025Q2: 53,337 shares; 2025Q3: 61,112 shares; 2025Q4: 64,583 shares 64,583 $5.4M 0.02% +3,471 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,103 shares; 2024Q4: 42,543 shares; 2025Q1: 42,354 shares; 2025Q2: 42,114 shares; 2025Q3: 41,404 shares; 2025Q4: 41,384 shares 41,384 $5.38M 0.02% -20 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,803 shares; 2024Q4: 5,811 shares; 2025Q1: 6,510 shares; 2025Q2: 6,855 shares; 2025Q3: 7,665 shares; 2025Q4: 7,785 shares 7,785 $5.33M 0.02% +120 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 318,344 shares; 2024Q4: 303,922 shares; 2025Q1: 97,657 shares; 2025Q2: 93,906 shares; 2025Q3: 92,541 shares; 2025Q4: 91,649 shares 91,649 $5.28M 0.02% -892 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,349 shares; 2024Q4: 17,492 shares; 2025Q1: 17,190 shares; 2025Q2: 17,262 shares; 2025Q3: 18,137 shares; 2025Q4: 34,384 shares 34,384 $5.26M 0.02% +16,247 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,504 shares; 2024Q4: 127,060 shares; 2025Q1: 49,475 shares; 2025Q2: 35,986 shares; 2025Q3: 34,309 shares; 2025Q4: 29,206 shares 29,206 $5.19M 0.02% -5,103 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,113 shares; 2024Q4: 5,663 shares; 2025Q1: 8,131 shares; 2025Q2: 58,554 shares; 2025Q3: 65,512 shares; 2025Q4: 52,746 shares 52,746 $5.07M 0.02% -12,766 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,924 shares; 2024Q4: 171,752 shares; 2025Q1: 164,407 shares; 2025Q2: 146,321 shares; 2025Q3: 149,823 shares; 2025Q4: 196,275 shares 196,275 $5.02M 0.02% +46,452 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,041 shares; 2024Q4: 26,921 shares; 2025Q1: 26,943 shares; 2025Q2: 26,993 shares; 2025Q3: 27,070 shares; 2025Q4: 25,160 shares 25,160 $5.02M 0.02% -1,910 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,164 shares; 2024Q4: 3,507 shares; 2025Q1: 4,995 shares; 2025Q2: 5,700 shares; 2025Q3: 5,675 shares; 2025Q4: 5,535 shares 5,535 $5.02M 0.02% -140 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,625 shares; 2024Q4: 104,395 shares; 2025Q1: 113,557 shares; 2025Q2: 119,560 shares; 2025Q3: 114,589 shares; 2025Q4: 92,318 shares 92,318 $5M 0.02% -22,271 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,990 shares; 2024Q4: 66,480 shares; 2025Q1: 66,565 shares; 2025Q2: 65,930 shares; 2025Q3: 61,819 shares; 2025Q4: 72,304 shares 72,304 $4.85M 0.02% +10,485 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,036 shares; 2024Q4: 42,206 shares; 2025Q1: 44,022 shares; 2025Q2: 47,195 shares; 2025Q3: 45,050 shares; 2025Q4: 34,868 shares 34,868 $4.76M 0.02% -10,182 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 131,960 shares; 2025Q3: 136,483 shares; 2025Q4: 107,173 shares 107,173 $4.67M 0.02% -29,310 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,935 shares; 2024Q4: 65,935 shares; 2025Q1: 58,349 shares; 2025Q2: 58,349 shares; 2025Q3: 58,349 shares; 2025Q4: 58,349 shares 58,349 $4.57M 0.02% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 160,251 shares; 2025Q2: 130,712 shares; 2025Q3: 121,078 shares; 2025Q4: 114,162 shares 114,162 $4.5M 0.02% -6,916 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,288 shares; 2024Q4: 21,558 shares; 2025Q1: 16,244 shares; 2025Q2: 17,755 shares; 2025Q3: 17,755 shares; 2025Q4: 17,755 shares 17,755 $4.49M 0.02% 0 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,542 shares; 2024Q4: 172,180 shares; 2025Q1: 171,680 shares; 2025Q2: 170,480 shares; 2025Q3: 170,480 shares; 2025Q4: 170,480 shares 170,480 $4.48M 0.02% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,991 shares; 2024Q4: 67,611 shares; 2025Q1: 58,979 shares; 2025Q2: 59,627 shares; 2025Q3: 59,270 shares; 2025Q4: 54,428 shares 54,428 $4.42M 0.02% -4,842 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,860 shares; 2024Q4: 5,183 shares; 2025Q1: 6,002 shares; 2025Q2: 7,112 shares; 2025Q3: 6,544 shares; 2025Q4: 88,399 shares 88,399 $4.39M 0.02% +81,855 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,866 shares; 2024Q4: 11,674 shares; 2025Q1: 12,959 shares; 2025Q2: 12,936 shares; 2025Q3: 13,129 shares; 2025Q4: 13,369 shares 13,369 $4.38M 0.02% +240 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,912 shares; 2024Q4: 18,020 shares; 2025Q1: 8,543 shares; 2025Q2: 7,890 shares; 2025Q3: 9,931 shares; 2025Q4: 20,321 shares 20,321 $4.35M 0.02% +10,390 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 288,667 shares; 2024Q4: 288,729 shares; 2025Q1: 288,372 shares; 2025Q2: 288,372 shares; 2025Q3: 288,372 shares; 2025Q4: 288,372 shares 288,372 $4.33M 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,435 shares; 2024Q4: 22,421 shares; 2025Q1: 22,421 shares; 2025Q2: 23,691 shares; 2025Q3: 23,133 shares; 2025Q4: 22,058 shares 22,058 $4.31M 0.02% -1,075 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,941 shares; 2024Q4: 92,680 shares; 2025Q1: 93,755 shares; 2025Q2: 64,046 shares; 2025Q3: 60,422 shares; 2025Q4: 58,160 shares 58,160 $4.29M 0.02% -2,262 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,134 shares; 2024Q4: 24,343 shares; 2025Q1: 23,097 shares; 2025Q2: 29,018 shares; 2025Q3: 27,942 shares; 2025Q4: 27,580 shares 27,580 $4.25M 0.02% -362 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,405 shares; 2024Q4: 39,815 shares; 2025Q1: 38,862 shares; 2025Q2: 34,315 shares; 2025Q3: 34,030 shares; 2025Q4: 32,015 shares 32,015 $4.25M 0.02% -2,015 Timeline IPAR INTERPARFUMS INC More: the full row for INTERPARFUMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,500 shares; 2024Q4: 48,500 shares; 2025Q1: 48,500 shares; 2025Q2: 48,500 shares; 2025Q3: 48,500 shares; 2025Q4: 48,500 shares 48,500 $4.11M 0.02% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,206 shares; 2024Q4: 116,426 shares; 2025Q1: 106,136 shares; 2025Q2: 114,530 shares; 2025Q3: 113,920 shares; 2025Q4: 111,455 shares 111,455 $4.11M 0.02% -2,465 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,557 shares; 2024Q4: 88,223 shares; 2025Q1: 88,380 shares; 2025Q2: 28,265 shares; 2025Q3: 22,642 shares; 2025Q4: 15,962 shares 15,962 $3.93M 0.02% -6,680 Timeline DEC DIVERSIFIED ENERGY CO More: the full row for DIVERSIFIED ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 270,410 shares 270,410 $3.91M 0.02% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,660 shares; 2024Q4: 205,212 shares; 2025Q1: 179,482 shares; 2025Q2: 172,051 shares; 2025Q3: 207,454 shares; 2025Q4: 107,697 shares 107,697 $3.9M 0.02% -99,757 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,400 shares; 2024Q4: 109,200 shares; 2025Q1: 109,200 shares; 2025Q2: 108,550 shares; 2025Q3: 108,550 shares; 2025Q4: 106,850 shares 106,850 $3.89M 0.02% -1,700 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,466 shares; 2024Q4: 5,667 shares; 2025Q1: 5,001 shares; 2025Q2: 5,130 shares; 2025Q3: 5,218 shares; 2025Q4: 5,146 shares 5,146 $3.88M 0.02% -72 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,232 shares; 2024Q4: 12,037 shares; 2025Q1: 13,766 shares; 2025Q2: 18,153 shares; 2025Q3: 22,604 shares; 2025Q4: 27,365 shares 27,365 $3.87M 0.02% +4,761 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,512 shares; 2024Q4: 67,223 shares; 2025Q1: 67,101 shares; 2025Q2: 62,833 shares; 2025Q3: 56,375 shares; 2025Q4: 52,232 shares 52,232 $3.87M 0.02% -4,143 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,073 shares; 2024Q4: 110,463 shares; 2025Q1: 110,328 shares; 2025Q2: 139,938 shares; 2025Q3: 121,453 shares; 2025Q4: 119,793 shares 119,793 $3.85M 0.02% -1,660 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,575 shares; 2024Q4: 12,013 shares; 2025Q1: 42,006 shares; 2025Q2: 42,048 shares; 2025Q3: 40,868 shares; 2025Q4: 73,138 shares 73,138 $3.72M 0.01% +32,270 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,058 shares; 2024Q4: 13,868 shares; 2025Q1: 14,289 shares; 2025Q2: 14,289 shares; 2025Q3: 14,197 shares; 2025Q4: 14,411 shares 14,411 $3.72M 0.01% +214 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,853 shares; 2024Q4: 193,853 shares; 2025Q1: 173,877 shares; 2025Q2: 148,226 shares; 2025Q3: 138,177 shares; 2025Q4: 14,262 shares 14,262 $3.65M 0.01% -123,915 Timeline 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,385 shares; 2024Q4: 38,583 shares; 2025Q1: 38,513 shares; 2025Q2: 44,824 shares; 2025Q3: 53,491 shares; 2025Q4: 50,370 shares 50,370 $3.6M 0.01% -3,121 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,667 shares; 2024Q4: 32,836 shares; 2025Q1: 33,126 shares; 2025Q2: 34,048 shares; 2025Q3: 34,726 shares; 2025Q4: 44,799 shares 44,799 $3.57M 0.01% +10,073 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,180 shares; 2024Q4: 8,505 shares; 2025Q1: 9,882 shares; 2025Q2: 7,600 shares; 2025Q3: 8,251 shares; 2025Q4: 90,009 shares 90,009 $3.52M 0.01% +81,758 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,055 shares; 2024Q4: 20,422 shares; 2025Q1: 25,332 shares; 2025Q2: 26,347 shares; 2025Q3: 26,022 shares; 2025Q4: 25,722 shares 25,722 $3.51M 0.01% -300 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,128 shares; 2024Q4: 10,753 shares; 2025Q1: 10,797 shares; 2025Q2: 9,531 shares; 2025Q3: 9,521 shares; 2025Q4: 9,420 shares 9,420 $3.48M 0.01% -101 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,068 shares; 2024Q4: 1,389 shares; 2025Q1: 1,769 shares; 2025Q2: 1,624 shares; 2025Q3: 1,613 shares; 2025Q4: 1,563 shares 1,563 $3.36M 0.01% -50 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,366 shares; 2024Q4: 4,559 shares; 2025Q1: 4,549 shares; 2025Q2: 5,029 shares; 2025Q3: 4,589 shares; 2025Q4: 9,953 shares 9,953 $3.34M 0.01% +5,364 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,392 shares; 2025Q1: 26,592 shares; 2025Q2: 25,192 shares; 2025Q3: 83,236 shares; 2025Q4: 95,723 shares 95,723 $3.33M 0.01% +12,487 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,670 shares; 2024Q4: 59,780 shares; 2025Q1: 59,800 shares; 2025Q2: 59,892 shares; 2025Q3: 60,478 shares; 2025Q4: 62,582 shares 62,582 $3.31M 0.01% +2,104 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 67,390 shares; 2025Q2: 147,590 shares; 2025Q3: 148,724 shares; 2025Q4: 194,281 shares 194,281 $3.25M 0.01% +45,557 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,841 shares; 2024Q4: 28,506 shares; 2025Q1: 28,411 shares; 2025Q2: 37,671 shares; 2025Q3: 67,106 shares; 2025Q4: 62,578 shares 62,578 $3.24M 0.01% -4,528 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,186 shares; 2024Q4: 71,144 shares; 2025Q1: 71,144 shares; 2025Q2: 72,144 shares; 2025Q3: 65,066 shares; 2025Q4: 61,707 shares 61,707 $3.24M 0.01% -3,359 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,219 shares; 2024Q4: 30,584 shares; 2025Q1: 30,665 shares; 2025Q2: 26,472 shares; 2025Q3: 25,428 shares; 2025Q4: 15,010 shares 15,010 $3.22M 0.01% -10,418 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,591 shares; 2024Q4: 27,351 shares; 2025Q1: 23,471 shares; 2025Q2: 24,225 shares; 2025Q3: 24,540 shares; 2025Q4: 24,415 shares 24,415 $3.09M 0.01% -125 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49,241 shares; 2025Q2: 109,138 shares; 2025Q3: 70,480 shares; 2025Q4: 173,349 shares 173,349 $3.09M 0.01% +102,869 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,506 shares; 2024Q4: 28,369 shares; 2025Q1: 25,808 shares; 2025Q2: 27,620 shares; 2025Q3: 32,480 shares; 2025Q4: 36,769 shares 36,769 $3.08M 0.01% +4,289 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,122 shares; 2024Q4: 9,154 shares; 2025Q1: 9,154 shares; 2025Q2: 9,154 shares; 2025Q3: 9,048 shares; 2025Q4: 9,048 shares 9,048 $3.04M 0.01% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,793 shares; 2024Q4: 29,070 shares; 2025Q1: 29,485 shares; 2025Q2: 37,558 shares; 2025Q3: 39,063 shares; 2025Q4: 44,653 shares 44,653 $3M 0.01% +5,590 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,090 shares; 2024Q4: 104,102 shares; 2025Q1: 102,395 shares; 2025Q2: 88,380 shares; 2025Q3: 82,650 shares; 2025Q4: 77,510 shares 77,510 $3M 0.01% -5,140 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,642 shares; 2024Q4: 59,264 shares; 2025Q1: 57,730 shares; 2025Q2: 62,683 shares; 2025Q3: 61,764 shares; 2025Q4: 58,675 shares 58,675 $2.99M 0.01% -3,089 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,880 shares; 2024Q4: 34,899 shares; 2025Q1: 34,654 shares; 2025Q2: 33,435 shares; 2025Q3: 31,535 shares; 2025Q4: 31,285 shares 31,285 $2.95M 0.01% -250 Timeline RDNT RADNET INC More: the full row for RADNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,012 shares; 2024Q4: 72,506 shares; 2025Q1: 69,506 shares; 2025Q2: 69,506 shares; 2025Q3: 57,006 shares; 2025Q4: 41,328 shares 41,328 $2.95M 0.01% -15,678 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,584 shares; 2024Q4: 28,847 shares; 2025Q1: 28,004 shares; 2025Q2: 27,877 shares; 2025Q3: 27,057 shares; 2025Q4: 27,453 shares 27,453 $2.93M 0.01% +396 Timeline BUR BURFORD CAPITAL LIMITED More: the full row for BURFORD CAPITAL LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 324,268 shares 324,268 $2.91M 0.01% new Timeline EMA EMERA INC More: the full row for EMERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 58,700 shares; 2025Q3: 58,700 shares; 2025Q4: 58,700 shares 58,700 $2.9M 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,261 shares; 2024Q4: 43,910 shares; 2025Q1: 49,267 shares; 2025Q2: 48,439 shares; 2025Q3: 49,877 shares; 2025Q4: 41,333 shares 41,333 $2.88M 0.01% -8,544 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,384 shares; 2024Q4: 25,740 shares; 2025Q1: 25,740 shares; 2025Q2: 25,740 shares; 2025Q3: 25,740 shares; 2025Q4: 28,090 shares 28,090 $2.83M 0.01% +2,350 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,041 shares; 2024Q4: 9,532 shares; 2025Q1: 12,466 shares; 2025Q2: 12,138 shares; 2025Q3: 12,327 shares; 2025Q4: 22,015 shares 22,015 $2.81M 0.01% +9,688 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,335 shares; 2024Q4: 126,415 shares; 2025Q1: 125,635 shares; 2025Q2: 102,330 shares; 2025Q3: 107,236 shares; 2025Q4: 110,508 shares 110,508 $2.64M 0.01% +3,272 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,939 shares; 2024Q4: 7,794 shares; 2025Q1: 7,800 shares; 2025Q2: 7,785 shares; 2025Q3: 7,576 shares; 2025Q4: 5,148 shares 5,148 $2.63M 0.01% -2,428 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,038 shares; 2024Q4: 7,769 shares; 2025Q1: 8,844 shares; 2025Q2: 6,490 shares; 2025Q3: 6,710 shares; 2025Q4: 6,063 shares 6,063 $2.56M 0.01% -647 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,757 shares; 2024Q4: 20,108 shares; 2025Q1: 18,837 shares; 2025Q2: 18,416 shares; 2025Q3: 18,330 shares; 2025Q4: 27,020 shares 27,020 $2.53M 0.01% +8,690 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,314 shares; 2024Q4: 29,364 shares; 2025Q1: 28,684 shares; 2025Q2: 26,636 shares; 2025Q3: 26,106 shares; 2025Q4: 24,021 shares 24,021 $2.52M 0.01% -2,085 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,200 shares; 2024Q4: 7,505 shares; 2025Q1: 11,915 shares; 2025Q2: 15,111 shares; 2025Q3: 16,230 shares; 2025Q4: 18,580 shares 18,580 $2.52M 0.01% +2,350 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,565 shares; 2024Q4: 15,076 shares; 2025Q1: 15,057 shares; 2025Q2: 15,452 shares; 2025Q3: 15,523 shares; 2025Q4: 16,434 shares 16,434 $2.5M 0.01% +911 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,500 shares; 2025Q3: 20,200 shares; 2025Q4: 20,200 shares 20,200 $2.49M 0.01% 0 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,201 shares; 2024Q4: 19,024 shares; 2025Q1: 22,424 shares; 2025Q2: 26,024 shares; 2025Q3: 23,609 shares; 2025Q4: 25,461 shares 25,461 $2.48M 0.01% +1,852 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,678 shares; 2024Q4: 23,360 shares; 2025Q1: 22,907 shares; 2025Q2: 21,090 shares; 2025Q3: 21,113 shares; 2025Q4: 18,047 shares 18,047 $2.47M 0.01% -3,066 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,986 shares; 2024Q4: 50,156 shares; 2025Q1: 42,859 shares; 2025Q2: 44,829 shares; 2025Q3: 42,501 shares; 2025Q4: 37,881 shares 37,881 $2.41M 0.01% -4,620 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,983 shares; 2024Q4: 133,283 shares; 2025Q1: 127,653 shares; 2025Q2: 117,303 shares; 2025Q3: 107,977 shares; 2025Q4: 99,321 shares 99,321 $2.39M 0.01% -8,656 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,478 shares; 2024Q4: 130,889 shares; 2025Q1: 34,669 shares; 2025Q2: 33,165 shares; 2025Q3: 32,895 shares; 2025Q4: 31,908 shares 31,908 $2.34M 0.01% -987 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,924 shares; 2024Q4: 38,924 shares; 2025Q1: 38,924 shares; 2025Q2: 38,924 shares; 2025Q3: 38,924 shares; 2025Q4: 34,724 shares 34,724 $2.32M 0.01% -4,200 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,476 shares; 2024Q4: 12,476 shares; 2025Q1: 11,951 shares; 2025Q2: 11,901 shares; 2025Q3: 11,851 shares; 2025Q4: 11,151 shares 11,151 $2.29M 0.01% -700 Timeline DAVA ENDAVA PLC More: the full row for ENDAVA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 420,551 shares; 2024Q4: 361,573 shares; 2025Q1: 360,823 shares; 2025Q2: 360,823 shares; 2025Q3: 360,823 shares; 2025Q4: 360,823 shares 360,823 $2.28M 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 7,000 shares 7,000 $2.24M 0.01% -1,000 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,972 shares; 2024Q4: 102,395 shares; 2025Q1: 98,140 shares; 2025Q2: 97,564 shares; 2025Q3: 97,344 shares; 2025Q4: 89,729 shares 89,729 $2.23M 0.01% -7,615 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,650 shares; 2024Q4: 66,650 shares; 2025Q1: 66,650 shares; 2025Q2: 66,650 shares; 2025Q3: 64,350 shares; 2025Q4: 64,350 shares 64,350 $2.19M 0.01% 0 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,917 shares; 2024Q4: 19,448 shares; 2025Q1: 21,069 shares; 2025Q2: 20,332 shares; 2025Q3: 21,230 shares; 2025Q4: 23,300 shares 23,300 $2.17M 0.01% +2,070 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205,855 shares; 2024Q4: 176,099 shares; 2025Q1: 205,929 shares; 2025Q2: 208,149 shares; 2025Q3: 237,064 shares; 2025Q4: 399,599 shares 399,599 $2.14M 0.01% +162,535 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,472 shares; 2024Q4: 37,302 shares; 2025Q1: 35,013 shares; 2025Q2: 35,013 shares; 2025Q3: 33,982 shares; 2025Q4: 45,957 shares 45,957 $2.11M 0.01% +11,975 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,260 shares; 2024Q4: 4,260 shares; 2025Q1: 4,260 shares; 2025Q2: 4,260 shares; 2025Q3: 4,260 shares; 2025Q4: 4,278 shares 4,278 $2.08M 0.01% +18 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,825 shares; 2025Q4: 9,177 shares 9,177 $1.98M 0.01% +2,352 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,313 shares; 2024Q4: 16,484 shares; 2025Q1: 27,309 shares; 2025Q2: 28,158 shares; 2025Q3: 27,870 shares; 2025Q4: 29,891 shares 29,891 $1.95M 0.01% +2,021 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,538 shares; 2024Q4: 15,028 shares; 2025Q1: 15,028 shares; 2025Q2: 14,968 shares; 2025Q3: 14,318 shares; 2025Q4: 13,453 shares 13,453 $1.94M 0.01% -865 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,704 shares; 2024Q4: 7,294 shares; 2025Q1: 8,302 shares; 2025Q2: 8,474 shares; 2025Q3: 8,461 shares; 2025Q4: 8,839 shares 8,839 $1.92M 0.01% +378 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,086 shares; 2024Q4: 77,086 shares; 2025Q1: 77,086 shares; 2025Q2: 77,086 shares; 2025Q3: 77,086 shares; 2025Q4: 77,086 shares 77,086 $1.86M 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,527 shares; 2024Q4: 56,852 shares; 2025Q1: 58,732 shares; 2025Q2: 84,182 shares; 2025Q3: 86,290 shares; 2025Q4: 111,460 shares 111,460 $1.86M 0.01% +25,170 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,360 shares; 2024Q4: 8,910 shares; 2025Q1: 7,490 shares; 2025Q2: 7,490 shares; 2025Q3: 7,490 shares; 2025Q4: 7,490 shares 7,490 $1.81M 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,500 shares; 2024Q4: 23,500 shares; 2025Q1: 23,500 shares; 2025Q2: 23,500 shares; 2025Q3: 23,500 shares; 2025Q4: 23,500 shares 23,500 $1.79M 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,463 shares; 2024Q4: 15,993 shares; 2025Q1: 15,997 shares; 2025Q2: 13,962 shares; 2025Q3: 13,615 shares; 2025Q4: 15,098 shares 15,098 $1.78M 0.01% +1,483 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,965 shares; 2025Q1: 3,917 shares; 2025Q2: 3,917 shares; 2025Q3: 4,014 shares; 2025Q4: 18,369 shares 18,369 $1.76M 0.01% +14,355 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,263 shares; 2024Q4: 31,660 shares; 2025Q1: 30,864 shares; 2025Q2: 30,234 shares; 2025Q3: 30,359 shares; 2025Q4: 32,154 shares 32,154 $1.73M 0.01% +1,795 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,865 shares; 2024Q4: 13,801 shares; 2025Q1: 13,604 shares; 2025Q2: 13,574 shares; 2025Q3: 14,358 shares; 2025Q4: 14,338 shares 14,338 $1.72M 0.01% -20 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,130 shares; 2024Q4: 25,130 shares; 2025Q1: 29,130 shares; 2025Q2: 29,130 shares; 2025Q3: 26,130 shares; 2025Q4: 26,415 shares 26,415 $1.7M 0.01% +285 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,310 shares; 2024Q4: 51,995 shares; 2025Q1: 51,064 shares; 2025Q2: 51,544 shares; 2025Q3: 56,341 shares; 2025Q4: 55,341 shares 55,341 $1.69M 0.01% -1,000 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,248 shares; 2024Q4: 16,723 shares; 2025Q1: 16,193 shares; 2025Q2: 16,193 shares; 2025Q3: 16,193 shares; 2025Q4: 31,966 shares 31,966 $1.69M 0.01% +15,773 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,733 shares; 2024Q4: 53,882 shares; 2025Q1: 53,722 shares; 2025Q2: 49,837 shares; 2025Q3: 34,907 shares; 2025Q4: 35,002 shares 35,002 $1.67M 0.01% +95 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,225 shares; 2024Q4: 12,225 shares; 2025Q1: 12,225 shares; 2025Q2: 12,225 shares; 2025Q3: 12,225 shares; 2025Q4: 12,225 shares 12,225 $1.66M 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,682 shares; 2024Q4: 4,991 shares; 2025Q1: 4,857 shares; 2025Q2: 4,879 shares; 2025Q3: 4,930 shares; 2025Q4: 6,230 shares 6,230 $1.63M 0.01% +1,300 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,058 shares; 2025Q3: 19,057 shares; 2025Q4: 19,003 shares 19,003 $1.63M 0.01% -54 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,326 shares; 2024Q4: 63,410 shares; 2025Q1: 62,007 shares; 2025Q2: 58,827 shares; 2025Q3: 58,827 shares; 2025Q4: 57,965 shares 57,965 $1.62M 0.01% -862 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,992 shares; 2025Q2: 2,303 shares; 2025Q3: 3,429 shares; 2025Q4: 7,289 shares 7,289 $1.6M 0.01% +3,860 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,265 shares; 2024Q4: 14,900 shares; 2025Q1: 15,080 shares; 2025Q2: 18,140 shares; 2025Q3: 44,529 shares; 2025Q4: 41,229 shares 41,229 $1.59M 0.01% -3,300 Timeline CAE CAE INC More: the full row for CAE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,100 shares; 2024Q4: 54,600 shares; 2025Q1: 52,000 shares; 2025Q2: 52,000 shares; 2025Q3: 52,000 shares; 2025Q4: 52,000 shares 52,000 $1.58M 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,487 shares; 2024Q4: 39,107 shares; 2025Q1: 34,741 shares; 2025Q2: 33,387 shares; 2025Q3: 32,769 shares; 2025Q4: 29,886 shares 29,886 $1.58M 0.01% -2,883 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares 15,000 $1.58M 0.01% 0 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,065 shares; 2024Q4: 48,823 shares; 2025Q1: 42,176 shares; 2025Q2: 39,831 shares; 2025Q3: 27,920 shares; 2025Q4: 25,521 shares 25,521 $1.58M 0.01% -2,399 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,900 shares; 2024Q4: 23,900 shares; 2025Q1: 24,275 shares; 2025Q2: 24,275 shares; 2025Q3: 24,275 shares; 2025Q4: 24,275 shares 24,275 $1.56M 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,213 shares; 2024Q4: 5,231 shares; 2025Q1: 20,538 shares; 2025Q2: 22,834 shares; 2025Q3: 37,879 shares; 2025Q4: 41,148 shares 41,148 $1.56M 0.01% +3,269 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,795 shares; 2024Q4: 8,881 shares; 2025Q1: 9,245 shares; 2025Q2: 9,437 shares; 2025Q3: 7,259 shares; 2025Q4: 7,268 shares 7,268 $1.54M 0.01% +9 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,782 shares; 2025Q1: 8,812 shares; 2025Q2: 15,629 shares; 2025Q3: 8,735 shares; 2025Q4: 14,959 shares 14,959 $1.53M 0.01% +6,224 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,801 shares; 2024Q4: 14,284 shares; 2025Q1: 14,184 shares; 2025Q2: 56,015 shares; 2025Q3: 42,796 shares; 2025Q4: 42,090 shares 42,090 $1.51M 0.01% -706 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,331 shares; 2024Q4: 41,090 shares; 2025Q1: 41,090 shares; 2025Q2: 41,090 shares; 2025Q3: 40,000 shares; 2025Q4: 40,000 shares 40,000 $1.49M 0.01% 0 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; 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; 2025Q4: 16,695 shares 16,695 $1.42M 0.01% -71,276 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,348 shares; 2024Q4: 25,673 shares; 2025Q1: 27,703 shares; 2025Q2: 31,904 shares; 2025Q3: 32,997 shares; 2025Q4: 36,869 shares 36,869 $1.38M 0.01% +3,872 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,298 shares; 2024Q4: 43,067 shares; 2025Q1: 50,437 shares; 2025Q2: 54,869 shares; 2025Q3: 52,899 shares; 2025Q4: 52,599 shares 52,599 $1.37M 0.01% -300 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,914 shares 34,914 $1.36M 0.01% new Timeline MANU MANCHESTER UTD PLC NEW More: the full row for MANCHESTER UTD PLC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 82,632 shares 82,632 $1.32M 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 4,545 shares 4,545 $1.31M 0.01% +3,045 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,642 shares; 2025Q2: 12,292 shares; 2025Q3: 18,968 shares; 2025Q4: 18,968 shares 18,968 $1.3M 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,014 shares; 2024Q4: 11,034 shares; 2025Q1: 12,192 shares; 2025Q2: 12,533 shares; 2025Q3: 5,157 shares; 2025Q4: 6,253 shares 6,253 $1.3M 0.01% +1,096 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,548 shares; 2024Q4: 37,922 shares; 2025Q1: 36,222 shares; 2025Q2: 35,852 shares; 2025Q3: 37,752 shares; 2025Q4: 27,502 shares 27,502 $1.28M <0.01% -10,250 Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,249 shares 7,249 $1.27M <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,217 shares; 2024Q4: 31,467 shares; 2025Q1: 34,355 shares; 2025Q2: 40,522 shares; 2025Q3: 42,433 shares; 2025Q4: 46,079 shares 46,079 $1.26M <0.01% +3,646 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,431 shares; 2024Q4: 9,431 shares; 2025Q1: 9,511 shares; 2025Q2: 9,583 shares; 2025Q3: 11,447 shares; 2025Q4: 11,322 shares 11,322 $1.25M <0.01% -125 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,157 shares; 2024Q4: 9,214 shares; 2025Q1: 9,214 shares; 2025Q2: 8,669 shares; 2025Q3: 8,349 shares; 2025Q4: 7,729 shares 7,729 $1.24M <0.01% -620 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,028 shares; 2024Q4: 4,003 shares; 2025Q1: 3,934 shares; 2025Q2: 3,843 shares; 2025Q3: 3,843 shares; 2025Q4: 4,248 shares 4,248 $1.22M <0.01% +405 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,802 shares; 2024Q4: 24,767 shares; 2025Q1: 23,660 shares; 2025Q2: 22,233 shares; 2025Q3: 22,233 shares; 2025Q4: 21,087 shares 21,087 $1.21M <0.01% -1,146 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,905 shares; 2024Q4: 8,905 shares; 2025Q1: 8,675 shares; 2025Q2: 8,675 shares; 2025Q3: 8,675 shares; 2025Q4: 8,675 shares 8,675 $1.21M <0.01% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,537 shares 24,537 $1.19M <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,087 shares; 2024Q4: 56,356 shares; 2025Q1: 56,798 shares; 2025Q2: 54,770 shares; 2025Q3: 48,450 shares; 2025Q4: 48,850 shares 48,850 $1.18M <0.01% +400 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,795 shares; 2024Q4: 5,250 shares; 2025Q1: 5,900 shares; 2025Q2: 6,550 shares; 2025Q3: 6,045 shares; 2025Q4: 6,163 shares 6,163 $1.18M <0.01% +118 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,790 shares; 2024Q4: 18,920 shares; 2025Q1: 18,602 shares; 2025Q2: 18,493 shares; 2025Q3: 16,413 shares; 2025Q4: 12,891 shares 12,891 $1.16M <0.01% -3,522 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,250 shares; 2024Q4: 18,785 shares; 2025Q1: 18,863 shares; 2025Q2: 18,845 shares; 2025Q3: 18,845 shares; 2025Q4: 14,345 shares 14,345 $1.15M <0.01% -4,500 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,714 shares; 2024Q4: 13,714 shares; 2025Q1: 13,714 shares; 2025Q2: 13,314 shares; 2025Q3: 11,114 shares; 2025Q4: 11,114 shares 11,114 $1.13M <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,170 shares; 2025Q1: 4,110 shares; 2025Q2: 4,110 shares; 2025Q3: 6,940 shares; 2025Q4: 6,568 shares 6,568 $1.12M <0.01% -372 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,004 shares; 2025Q3: 3,174 shares; 2025Q4: 3,174 shares 3,174 $1.12M <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,383 shares; 2024Q4: 6,596 shares; 2025Q1: 6,987 shares; 2025Q2: 5,557 shares; 2025Q3: 5,778 shares; 2025Q4: 4,936 shares 4,936 $1.12M <0.01% -842 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,304 shares; 2024Q4: 106,304 shares; 2025Q1: 108,129 shares; 2025Q2: 109,993 shares; 2025Q3: 72,526 shares; 2025Q4: 79,231 shares 79,231 $1.11M <0.01% +6,705 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,175 shares; 2024Q4: 17,052 shares; 2025Q1: 15,679 shares; 2025Q2: 15,154 shares; 2025Q3: 16,109 shares; 2025Q4: 14,956 shares 14,956 $1.11M <0.01% -1,153 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,932 shares 45,932 $1.08M <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,201 shares; 2024Q4: 59,041 shares; 2025Q1: 56,650 shares; 2025Q2: 80,667 shares; 2025Q3: 80,667 shares; 2025Q4: 90,888 shares 90,888 $1.06M <0.01% +10,221 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,666 shares; 2024Q4: 23,666 shares; 2025Q1: 23,666 shares; 2025Q2: 23,666 shares; 2025Q3: 23,666 shares; 2025Q4: 23,666 shares 23,666 $1.06M <0.01% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,256 shares; 2024Q4: 2,306 shares; 2025Q1: 2,356 shares; 2025Q2: 2,455 shares; 2025Q3: 3,985 shares; 2025Q4: 4,027 shares 4,027 $1.04M <0.01% +42 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,977 shares; 2024Q4: 5,951 shares; 2025Q1: 6,251 shares; 2025Q2: 6,292 shares; 2025Q3: 6,557 shares; 2025Q4: 7,907 shares 7,907 $1.03M <0.01% +1,350 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 473 shares; 2024Q4: 473 shares; 2025Q1: not reported; 2025Q2: 473 shares; 2025Q3: 1,683 shares; 2025Q4: 2,133 shares 2,133 $1.03M <0.01% +450 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,935 shares 16,935 $1.01M <0.01% new Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,086 shares; 2024Q4: 57,603 shares; 2025Q1: 43,318 shares; 2025Q2: 43,318 shares; 2025Q3: 43,318 shares; 2025Q4: 41,668 shares 41,668 $995K <0.01% -1,650 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,069 shares; 2024Q4: 14,627 shares; 2025Q1: 15,046 shares; 2025Q2: 17,929 shares; 2025Q3: 21,019 shares; 2025Q4: 23,719 shares 23,719 $995K <0.01% +2,700 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44,090 shares; 2025Q1: 7,226 shares; 2025Q2: 7,215 shares; 2025Q3: 7,297 shares; 2025Q4: 7,417 shares 7,417 $972K <0.01% +120 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,525 shares; 2024Q4: 18,425 shares; 2025Q1: 19,755 shares; 2025Q2: 20,755 shares; 2025Q3: 20,145 shares; 2025Q4: 20,575 shares 20,575 $961K <0.01% +430 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,600 shares; 2024Q4: 14,600 shares; 2025Q1: 14,600 shares; 2025Q2: 14,600 shares; 2025Q3: 14,600 shares; 2025Q4: 14,600 shares 14,600 $957K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,050 shares; 2025Q4: 34,550 shares 34,550 $956K <0.01% -500 Timeline BTG B2GOLD CORP More: the full row for B2GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,972 shares; 2024Q4: 78,537 shares; 2025Q1: 83,160 shares; 2025Q2: 109,937 shares; 2025Q3: 140,764 shares; 2025Q4: 208,304 shares 208,304 $939K <0.01% +67,540 Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,260 shares; 2024Q4: 120,251 shares; 2025Q1: 190,251 shares; 2025Q2: 181,301 shares; 2025Q3: 184,462 shares; 2025Q4: 183,978 shares 183,978 $938K <0.01% -484 Timeline LMNR LIMONEIRA CO More: the full row for LIMONEIRA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,360 shares; 2024Q4: 73,360 shares; 2025Q1: 73,360 shares; 2025Q2: 73,360 shares; 2025Q3: 73,360 shares; 2025Q4: 73,360 shares 73,360 $926K <0.01% 0 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,370 shares; 2024Q4: 38,605 shares; 2025Q1: 47,420 shares; 2025Q2: 72,995 shares; 2025Q3: 68,595 shares; 2025Q4: 63,645 shares 63,645 $925K <0.01% -4,950 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,460 shares; 2024Q4: 43,575 shares; 2025Q1: 43,575 shares; 2025Q2: 36,846 shares; 2025Q3: 35,606 shares; 2025Q4: 35,606 shares 35,606 $897K <0.01% 0 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,958 shares; 2024Q4: 20,958 shares; 2025Q1: 20,958 shares; 2025Q2: 20,958 shares; 2025Q3: 25,958 shares; 2025Q4: 26,308 shares 26,308 $892K <0.01% +350 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,458 shares; 2024Q4: 16,458 shares; 2025Q1: 16,315 shares; 2025Q2: 14,982 shares; 2025Q3: 14,191 shares; 2025Q4: 11,963 shares 11,963 $880K <0.01% -2,228 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,189 shares; 2024Q4: 12,085 shares; 2025Q1: 10,830 shares; 2025Q2: 10,830 shares; 2025Q3: 10,650 shares; 2025Q4: 11,812 shares 11,812 $858K <0.01% +1,162 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 2,750 shares; 2025Q3: 2,750 shares; 2025Q4: 2,750 shares 2,750 $855K <0.01% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,968 shares; 2024Q4: 6,750 shares; 2025Q1: 6,750 shares; 2025Q2: 5,785 shares; 2025Q3: 5,085 shares; 2025Q4: 6,605 shares 6,605 $852K <0.01% +1,520 Timeline FER FERROVIAL NV More: the full row for FERROVIAL NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,422 shares; 2024Q4: 11,500 shares; 2025Q1: 11,500 shares; 2025Q2: 12,950 shares; 2025Q3: 12,950 shares; 2025Q4: 12,950 shares 12,950 $842K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,606 shares; 2024Q4: 18,261 shares; 2025Q1: 18,521 shares; 2025Q2: 18,494 shares; 2025Q3: 12,708 shares; 2025Q4: 11,577 shares 11,577 $831K <0.01% -1,131 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,180 shares; 2024Q4: 32,180 shares; 2025Q1: 32,180 shares; 2025Q2: 32,180 shares; 2025Q3: 32,180 shares; 2025Q4: 32,180 shares 32,180 $831K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,666 shares; 2024Q4: 1,666 shares; 2025Q1: 1,666 shares; 2025Q2: 2,519 shares; 2025Q3: 2,519 shares; 2025Q4: 2,519 shares 2,519 $828K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,568 shares; 2024Q4: 2,568 shares; 2025Q1: 2,568 shares; 2025Q2: 2,568 shares; 2025Q3: 2,568 shares; 2025Q4: 2,568 shares 2,568 $826K <0.01% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,104 shares; 2024Q4: 4,044 shares; 2025Q1: 4,164 shares; 2025Q2: 4,164 shares; 2025Q3: 3,664 shares; 2025Q4: 3,831 shares 3,831 $822K <0.01% +167 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,878 shares; 2024Q4: 14,878 shares; 2025Q1: 14,878 shares; 2025Q2: 14,878 shares; 2025Q3: 14,878 shares; 2025Q4: 14,878 shares 14,878 $820K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,708 shares; 2024Q4: 12,708 shares; 2025Q1: 12,708 shares; 2025Q2: 28,578 shares; 2025Q3: 28,342 shares; 2025Q4: 27,360 shares 27,360 $818K <0.01% -982 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,979 shares; 2024Q4: 3,704 shares; 2025Q1: 3,864 shares; 2025Q2: 3,864 shares; 2025Q3: 3,954 shares; 2025Q4: 3,895 shares 3,895 $811K <0.01% -59 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,200 shares; 2025Q2: 9,600 shares; 2025Q3: 9,600 shares; 2025Q4: 9,600 shares 9,600 $808K <0.01% 0 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,310 shares; 2024Q4: 16,310 shares; 2025Q1: 15,048 shares; 2025Q2: 15,248 shares; 2025Q3: 14,810 shares; 2025Q4: 14,915 shares 14,915 $806K <0.01% +105 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,995 shares; 2024Q4: 92,937 shares; 2025Q1: 77,526 shares; 2025Q2: 60,643 shares; 2025Q3: 36,279 shares; 2025Q4: 10,941 shares 10,941 $805K <0.01% -25,338 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,443 shares; 2024Q4: 13,390 shares; 2025Q1: 12,641 shares; 2025Q2: 12,336 shares; 2025Q3: 12,715 shares; 2025Q4: 12,715 shares 12,715 $795K <0.01% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,732 shares; 2024Q4: 31,454 shares; 2025Q1: 36,493 shares; 2025Q2: 15,330 shares; 2025Q3: 12,150 shares; 2025Q4: 9,231 shares 9,231 $777K <0.01% -2,919 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,300 shares; 2024Q4: 2,300 shares; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares 2,300 $765K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,515 shares; 2024Q4: 2,454 shares; 2025Q1: 2,454 shares; 2025Q2: 2,959 shares; 2025Q3: 2,959 shares; 2025Q4: 2,604 shares 2,604 $764K <0.01% -355 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,537 shares; 2025Q4: 19,988 shares 19,988 $755K <0.01% +8,451 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 162,483 shares; 2025Q3: 162,483 shares; 2025Q4: 160,133 shares 160,133 $748K <0.01% -2,350 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,579 shares; 2024Q4: 17,767 shares; 2025Q1: 17,647 shares; 2025Q2: 13,927 shares; 2025Q3: 11,227 shares; 2025Q4: 8,704 shares 8,704 $747K <0.01% -2,523 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,695 shares; 2024Q4: 19,295 shares; 2025Q1: 17,975 shares; 2025Q2: 19,475 shares; 2025Q3: 18,025 shares; 2025Q4: 18,035 shares 18,035 $742K <0.01% +10 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,421 shares; 2025Q1: 4,112 shares; 2025Q2: 6,446 shares; 2025Q3: 6,520 shares; 2025Q4: 5,800 shares 5,800 $740K <0.01% -720 Timeline TAC TRANSALTA CORP More: the full row for TRANSALTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,012 shares; 2024Q4: 57,012 shares; 2025Q1: 57,012 shares; 2025Q2: 57,012 shares; 2025Q3: 57,012 shares; 2025Q4: 57,012 shares 57,012 $722K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,655 shares; 2025Q1: 6,655 shares; 2025Q2: 6,655 shares; 2025Q3: 6,655 shares; 2025Q4: 8,555 shares 8,555 $715K <0.01% +1,900 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,883 shares; 2024Q4: 51,883 shares; 2025Q1: 38,473 shares; 2025Q2: 38,473 shares; 2025Q3: 38,473 shares; 2025Q4: 27,000 shares 27,000 $711K <0.01% -11,473 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,260 shares; 2024Q4: 7,155 shares; 2025Q1: 7,155 shares; 2025Q2: 7,155 shares; 2025Q3: 7,155 shares; 2025Q4: 7,155 shares 7,155 $709K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234,450 shares; 2024Q4: 246,950 shares; 2025Q1: 193,950 shares; 2025Q2: 205,950 shares; 2025Q3: 205,950 shares; 2025Q4: 205,950 shares 205,950 $708K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,182 shares; 2024Q4: 8,923 shares; 2025Q1: 9,044 shares; 2025Q2: 8,923 shares; 2025Q3: 8,923 shares; 2025Q4: 8,923 shares 8,923 $707K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,703 shares; 2024Q4: 11,991 shares; 2025Q1: 11,991 shares; 2025Q2: 11,737 shares; 2025Q3: 11,737 shares; 2025Q4: 7,537 shares 7,537 $693K <0.01% -4,200 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,246 shares; 2024Q4: 5,431 shares; 2025Q1: 5,504 shares; 2025Q2: 5,384 shares; 2025Q3: 5,371 shares; 2025Q4: 5,499 shares 5,499 $693K <0.01% +128 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,922 shares; 2024Q4: 2,079 shares; 2025Q1: 2,166 shares; 2025Q2: 2,236 shares; 2025Q3: 2,179 shares; 2025Q4: 2,052 shares 2,052 $691K <0.01% -127 Timeline IAG IAMGOLD CORP More: the full row for IAMGOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,890 shares; 2024Q4: 41,890 shares; 2025Q1: 41,890 shares; 2025Q2: 41,890 shares; 2025Q3: 40,390 shares; 2025Q4: 41,890 shares 41,890 $691K <0.01% +1,500 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,494 shares; 2024Q4: 14,243 shares; 2025Q1: 12,326 shares; 2025Q2: 5,973 shares; 2025Q3: 5,450 shares; 2025Q4: 5,197 shares 5,197 $690K <0.01% -253 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,472 shares; 2024Q4: 14,422 shares; 2025Q1: 14,422 shares; 2025Q2: 14,402 shares; 2025Q3: 10,635 shares; 2025Q4: 14,402 shares 14,402 $690K <0.01% +3,767 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,140 shares; 2024Q4: 1,140 shares; 2025Q1: 1,140 shares; 2025Q2: 1,140 shares; 2025Q3: 1,140 shares; 2025Q4: 1,140 shares 1,140 $688K <0.01% 0 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,592 shares; 2024Q4: 23,812 shares; 2025Q1: 57,687 shares; 2025Q2: 57,577 shares; 2025Q3: 61,208 shares; 2025Q4: 41,726 shares 41,726 $686K <0.01% -19,482 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,279 shares; 2024Q4: 2,150 shares; 2025Q1: 2,080 shares; 2025Q2: 2,080 shares; 2025Q3: 2,080 shares; 2025Q4: 2,275 shares 2,275 $685K <0.01% +195 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,800 shares; 2024Q4: 3,800 shares; 2025Q1: 3,800 shares; 2025Q2: 3,780 shares; 2025Q3: 3,780 shares; 2025Q4: 3,750 shares 3,750 $683K <0.01% -30 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,391 shares; 2024Q4: 7,391 shares; 2025Q1: 6,360 shares; 2025Q2: 6,360 shares; 2025Q3: 6,360 shares; 2025Q4: 6,360 shares 6,360 $672K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,600 shares; 2025Q2: 3,385 shares; 2025Q3: 3,385 shares; 2025Q4: 3,385 shares 3,385 $667K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289,803 shares; 2024Q4: 289,803 shares; 2025Q1: 236,803 shares; 2025Q2: 233,018 shares; 2025Q3: 233,018 shares; 2025Q4: 233,018 shares 233,018 $664K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,940 shares; 2024Q4: 2,729 shares; 2025Q1: 4,793 shares; 2025Q2: 2,816 shares; 2025Q3: 2,816 shares; 2025Q4: 3,329 shares 3,329 $661K <0.01% +513 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,422 shares; 2024Q4: 6,422 shares; 2025Q1: 6,422 shares; 2025Q2: 6,422 shares; 2025Q3: 6,422 shares; 2025Q4: 6,422 shares 6,422 $658K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,705 shares; 2024Q4: 37,665 shares; 2025Q1: 8,845 shares; 2025Q2: 8,265 shares; 2025Q3: 7,055 shares; 2025Q4: 7,385 shares 7,385 $647K <0.01% +330 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,400 shares; 2024Q4: 131,400 shares; 2025Q1: 131,400 shares; 2025Q2: 131,400 shares; 2025Q3: 131,400 shares; 2025Q4: 131,400 shares 131,400 $639K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,790 shares; 2024Q4: 10,790 shares; 2025Q1: 10,790 shares; 2025Q2: 10,790 shares; 2025Q3: 10,701 shares; 2025Q4: 8,987 shares 8,987 $637K <0.01% -1,714 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,854 shares; 2024Q4: 42,854 shares; 2025Q1: 42,854 shares; 2025Q2: 46,104 shares; 2025Q3: 53,804 shares; 2025Q4: 33,004 shares 33,004 $633K <0.01% -20,800 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,759 shares; 2024Q4: 161,759 shares; 2025Q1: 161,759 shares; 2025Q2: 161,759 shares; 2025Q3: 166,759 shares; 2025Q4: 322,326 shares 322,326 $625K <0.01% +155,567 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,319 shares; 2025Q4: 10,319 shares 10,319 $620K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,325 shares; 2024Q4: 4,325 shares; 2025Q1: 68,078 shares; 2025Q2: 4,202 shares; 2025Q3: 4,202 shares; 2025Q4: 4,202 shares 4,202 $599K <0.01% 0 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,387 shares; 2025Q4: 2,871 shares 2,871 $596K <0.01% +1,484 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,636 shares; 2025Q2: 8,831 shares; 2025Q3: 9,229 shares; 2025Q4: 15,461 shares 15,461 $592K <0.01% +6,232 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,002 shares 9,002 $589K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,777 shares; 2024Q4: 1,496 shares; 2025Q1: 1,496 shares; 2025Q2: 1,175 shares; 2025Q3: 1,175 shares; 2025Q4: 1,200 shares 1,200 $588K <0.01% +25 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,047 shares; 2024Q4: 58,047 shares; 2025Q1: 43,500 shares; 2025Q2: 43,500 shares; 2025Q3: 43,500 shares; 2025Q4: 34,000 shares 34,000 $584K <0.01% -9,500 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,022 shares; 2024Q4: 14,690 shares; 2025Q1: 15,630 shares; 2025Q2: 8,330 shares; 2025Q3: 8,330 shares; 2025Q4: 8,330 shares 8,330 $569K <0.01% 0 Timeline EWUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,515 shares 13,515 $566K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,454 shares; 2024Q4: 1,454 shares; 2025Q1: 1,251 shares; 2025Q2: 1,251 shares; 2025Q3: 1,244 shares; 2025Q4: 1,244 shares 1,244 $564K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,410 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,675 shares; 2025Q3: 3,940 shares; 2025Q4: 4,964 shares 4,964 $561K <0.01% +1,024 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,548 shares; 2024Q4: 6,548 shares; 2025Q1: 6,483 shares; 2025Q2: 6,483 shares; 2025Q3: 6,483 shares; 2025Q4: 6,483 shares 6,483 $561K <0.01% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,382 shares; 2024Q4: 17,357 shares; 2025Q1: 13,995 shares; 2025Q2: 3,695 shares; 2025Q3: 3,695 shares; 2025Q4: 3,695 shares 3,695 $559K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,368 shares; 2024Q4: 13,263 shares; 2025Q1: 12,783 shares; 2025Q2: 12,919 shares; 2025Q3: 14,133 shares; 2025Q4: 16,647 shares 16,647 $558K <0.01% +2,514 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,900 shares; 2024Q4: 22,900 shares; 2025Q1: 22,600 shares; 2025Q2: 22,600 shares; 2025Q3: 22,600 shares; 2025Q4: 22,600 shares 22,600 $553K <0.01% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,100 shares; 2024Q4: 6,517 shares; 2025Q1: 6,517 shares; 2025Q2: 6,100 shares; 2025Q3: 6,100 shares; 2025Q4: 6,100 shares 6,100 $546K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,128 shares; 2025Q4: 44,628 shares 44,628 $533K <0.01% -7,500 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 320 shares; 2025Q2: 812 shares; 2025Q3: 802 shares; 2025Q4: 491 shares 491 $525K <0.01% -311 Timeline DRD DRDGOLD LIMITED More: the full row for DRDGOLD LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,325 shares; 2024Q4: 14,325 shares; 2025Q1: 16,575 shares; 2025Q2: 23,575 shares; 2025Q3: 26,575 shares; 2025Q4: 16,890 shares 16,890 $524K <0.01% -9,685 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,912 shares; 2025Q1: not reported; 2025Q2: 5,909 shares; 2025Q3: 11,714 shares; 2025Q4: 11,532 shares 11,532 $517K <0.01% -182 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,167 shares; 2025Q2: not reported; 2025Q3: 10,871 shares; 2025Q4: 19,546 shares 19,546 $512K <0.01% +8,675 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,848 shares; 2024Q4: 12,433 shares; 2025Q1: 12,423 shares; 2025Q2: 12,518 shares; 2025Q3: 12,158 shares; 2025Q4: 13,867 shares 13,867 $511K <0.01% +1,709 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,350 shares; 2024Q4: 18,100 shares; 2025Q1: 18,511 shares; 2025Q2: 18,100 shares; 2025Q3: 18,100 shares; 2025Q4: 18,100 shares 18,100 $507K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,693 shares; 2024Q4: 8,163 shares; 2025Q1: 8,263 shares; 2025Q2: 8,238 shares; 2025Q3: 8,438 shares; 2025Q4: 8,428 shares 8,428 $505K <0.01% -10 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,345 shares; 2024Q4: 104,345 shares; 2025Q1: 101,015 shares; 2025Q2: 101,015 shares; 2025Q3: 101,015 shares; 2025Q4: 101,015 shares 101,015 $505K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,626 shares; 2024Q4: 39,561 shares; 2025Q1: 24,548 shares; 2025Q2: 24,548 shares; 2025Q3: 24,548 shares; 2025Q4: 24,858 shares 24,858 $504K <0.01% +310 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,093 shares; 2024Q4: 24,320 shares; 2025Q1: 25,731 shares; 2025Q2: 21,486 shares; 2025Q3: 20,946 shares; 2025Q4: 19,618 shares 19,618 $489K <0.01% -1,328 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,450 shares; 2025Q4: 25,146 shares 25,146 $487K <0.01% +3,696 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,600 shares; 2024Q4: 24,327 shares; 2025Q1: 23,312 shares; 2025Q2: 23,312 shares; 2025Q3: 21,991 shares; 2025Q4: 21,734 shares 21,734 $484K <0.01% -257 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,662 shares; 2024Q4: 8,263 shares; 2025Q1: 8,188 shares; 2025Q2: 7,715 shares; 2025Q3: 7,340 shares; 2025Q4: 7,225 shares 7,225 $480K <0.01% -115 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,681 shares 7,681 $480K <0.01% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,718 shares; 2024Q4: 8,028 shares; 2025Q1: 5,913 shares; 2025Q2: 4,913 shares; 2025Q3: 4,278 shares; 2025Q4: 5,969 shares 5,969 $474K <0.01% +1,691 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,883 shares 3,883 $473K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,237 shares; 2025Q3: 10,230 shares; 2025Q4: 13,437 shares 13,437 $473K <0.01% +3,207 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,090 shares; 2024Q4: 19,090 shares; 2025Q1: 17,240 shares; 2025Q2: 19,340 shares; 2025Q3: 19,340 shares; 2025Q4: 19,380 shares 19,380 $470K <0.01% +40 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,370 shares; 2024Q4: 2,370 shares; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: 2,432 shares; 2025Q4: 2,232 shares 2,232 $467K <0.01% -200 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,160 shares; 2024Q4: 2,160 shares; 2025Q1: 2,160 shares; 2025Q2: 2,181 shares; 2025Q3: 2,091 shares; 2025Q4: 2,070 shares 2,070 $467K <0.01% -21 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,702 shares; 2024Q4: 21,130 shares; 2025Q1: 19,780 shares; 2025Q2: 19,780 shares; 2025Q3: 19,572 shares; 2025Q4: 19,622 shares 19,622 $465K <0.01% +50 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,450 shares; 2024Q4: 10,600 shares; 2025Q1: 10,450 shares; 2025Q2: 10,450 shares; 2025Q3: 10,450 shares; 2025Q4: 10,450 shares 10,450 $464K <0.01% 0 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,951 shares; 2025Q1: 2,005 shares; 2025Q2: 1,925 shares; 2025Q3: 1,855 shares; 2025Q4: 2,878 shares 2,878 $464K <0.01% +1,023 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212 shares; 2024Q4: 213 shares; 2025Q1: 207 shares; 2025Q2: 207 shares; 2025Q3: 207 shares; 2025Q4: 346 shares 346 $460K <0.01% +139 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,250 shares; 2024Q4: 20,217 shares; 2025Q1: 19,717 shares; 2025Q2: 19,323 shares; 2025Q3: 18,958 shares; 2025Q4: 18,958 shares 18,958 $455K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,154 shares; 2024Q4: 44,082 shares; 2025Q1: 45,940 shares; 2025Q2: 6,472 shares; 2025Q3: 7,322 shares; 2025Q4: 6,515 shares 6,515 $446K <0.01% -807 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,200 shares; 2024Q4: 3,950 shares; 2025Q1: 3,950 shares; 2025Q2: 3,950 shares; 2025Q3: 3,650 shares; 2025Q4: 3,650 shares 3,650 $444K <0.01% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,775 shares; 2025Q1: 2,875 shares; 2025Q2: 2,948 shares; 2025Q3: 5,522 shares; 2025Q4: 5,501 shares 5,501 $444K <0.01% -21 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,825 shares; 2024Q4: 1,805 shares; 2025Q1: not reported; 2025Q2: 1,200 shares; 2025Q3: 1,150 shares; 2025Q4: 1,975 shares 1,975 $439K <0.01% +825 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,795 shares; 2024Q4: 6,623 shares; 2025Q1: 6,623 shares; 2025Q2: 6,623 shares; 2025Q3: 6,323 shares; 2025Q4: 6,423 shares 6,423 $431K <0.01% +100 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $424K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,450 shares; 2024Q4: 23,285 shares; 2025Q1: 27,790 shares; 2025Q2: 26,240 shares; 2025Q3: 11,069 shares; 2025Q4: 12,581 shares 12,581 $422K <0.01% +1,512 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,700 shares; 2024Q4: 4,700 shares; 2025Q1: 4,700 shares; 2025Q2: 4,700 shares; 2025Q3: 4,700 shares; 2025Q4: 4,700 shares 4,700 $414K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,714 shares; 2024Q4: 7,825 shares; 2025Q1: 7,714 shares; 2025Q2: 7,629 shares; 2025Q3: 7,629 shares; 2025Q4: 9,019 shares 9,019 $411K <0.01% +1,390 Timeline SII SPROTT INC More: the full row for SPROTT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,535 shares; 2024Q4: 6,060 shares; 2025Q1: 6,060 shares; 2025Q2: 6,060 shares; 2025Q3: 5,075 shares; 2025Q4: 4,180 shares 4,180 $410K <0.01% -895 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,223 shares; 2024Q4: not reported; 2025Q1: 3,016 shares; 2025Q2: 2,965 shares; 2025Q3: 3,069 shares; 2025Q4: 3,119 shares 3,119 $408K <0.01% +50 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,562 shares; 2024Q4: 6,767 shares; 2025Q1: 4,467 shares; 2025Q2: 2,517 shares; 2025Q3: 2,517 shares; 2025Q4: 2,517 shares 2,517 $407K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,200 shares; 2024Q4: 20,200 shares; 2025Q1: 28,200 shares; 2025Q2: 28,200 shares; 2025Q3: 30,200 shares; 2025Q4: 30,200 shares 30,200 $404K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,070 shares; 2025Q3: 8,479 shares; 2025Q4: 8,479 shares 8,479 $403K <0.01% 0 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,974 shares; 2024Q4: 9,230 shares; 2025Q1: 9,595 shares; 2025Q2: 14,614 shares; 2025Q3: 16,203 shares; 2025Q4: 13,583 shares 13,583 $401K <0.01% -2,620 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,414 shares; 2024Q4: 14,414 shares; 2025Q1: 14,414 shares; 2025Q2: 14,414 shares; 2025Q3: 14,414 shares; 2025Q4: 14,414 shares 14,414 $396K <0.01% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,166 shares; 2024Q4: 1,166 shares; 2025Q1: 1,166 shares; 2025Q2: 1,166 shares; 2025Q3: 1,366 shares; 2025Q4: 1,366 shares 1,366 $396K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,175 shares; 2024Q4: 22,975 shares; 2025Q1: 20,490 shares; 2025Q2: 20,490 shares; 2025Q3: 20,490 shares; 2025Q4: 21,990 shares 21,990 $396K <0.01% +1,500 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,734 shares; 2025Q4: 4,990 shares 4,990 $387K <0.01% +1,256 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,270 shares; 2024Q4: 9,670 shares; 2025Q1: 9,595 shares; 2025Q2: 9,595 shares; 2025Q3: 9,095 shares; 2025Q4: 9,180 shares 9,180 $384K <0.01% +85 Timeline ERO ERO COPPER CORP More: the full row for ERO COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,333 shares; 2024Q4: 13,333 shares; 2025Q1: 13,333 shares; 2025Q2: 15,903 shares; 2025Q3: 13,333 shares; 2025Q4: 13,333 shares 13,333 $378K <0.01% 0 Timeline PLG PLATINUM GROUP METALS LTD More: the full row for PLATINUM GROUP METALS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,000 shares; 2024Q4: 120,000 shares; 2025Q1: 120,000 shares; 2025Q2: 120,000 shares; 2025Q3: 120,000 shares; 2025Q4: 160,000 shares 160,000 $378K <0.01% +40,000 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,694 shares; 2024Q4: 2,829 shares; 2025Q1: 2,707 shares; 2025Q2: 2,746 shares; 2025Q3: 2,746 shares; 2025Q4: 3,177 shares 3,177 $377K <0.01% +431 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,046 shares; 2024Q4: 20,546 shares; 2025Q1: 20,546 shares; 2025Q2: 25,635 shares; 2025Q3: 28,635 shares; 2025Q4: 18,635 shares 18,635 $371K <0.01% -10,000 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,383 shares; 2025Q2: 3,278 shares; 2025Q3: 2,551 shares; 2025Q4: 4,589 shares 4,589 $364K <0.01% +2,038 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,270 shares; 2024Q4: 3,395 shares; 2025Q1: 3,343 shares; 2025Q2: 2,870 shares; 2025Q3: 2,945 shares; 2025Q4: 2,965 shares 2,965 $364K <0.01% +20 Timeline KAZR SKYLINE BLDRS GROUP HLDG LTD More: the full row for SKYLINE BLDRS GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 123,393 shares 123,393 $363K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,679 shares; 2024Q4: 3,591 shares; 2025Q1: 2,828 shares; 2025Q2: 3,698 shares; 2025Q3: 3,633 shares; 2025Q4: 2,688 shares 2,688 $353K <0.01% -945 Timeline MXCT MAXCYTE INC More: the full row for MAXCYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253,107 shares; 2024Q4: 253,107 shares; 2025Q1: 244,641 shares; 2025Q2: 237,245 shares; 2025Q3: 233,662 shares; 2025Q4: 226,847 shares 226,847 $352K <0.01% -6,815 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,240 shares; 2024Q4: 1,328 shares; 2025Q1: 1,328 shares; 2025Q2: 1,295 shares; 2025Q3: 1,295 shares; 2025Q4: 1,295 shares 1,295 $351K <0.01% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,705 shares; 2024Q4: 1,705 shares; 2025Q1: 1,747 shares; 2025Q2: 1,799 shares; 2025Q3: 1,799 shares; 2025Q4: 1,662 shares 1,662 $350K <0.01% -137 Timeline