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: 8,721,586 shares; 2024Q4: 8,891,023 shares; 2025Q1: 8,924,206 shares; 2025Q2: 9,065,967 shares; 2025Q3: 9,085,281 shares; 2025Q4: 9,071,802 shares 9,071,802 $1.55B 6.23% -13,479 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: 14,277,241 shares; 2024Q4: 14,024,260 shares; 2025Q1: 14,141,532 shares; 2025Q2: 14,231,690 shares; 2025Q3: 14,095,456 shares; 2025Q4: 13,816,974 shares 13,816,974 $1.02B 4.1% -278,482 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: 11,590,765 shares; 2024Q4: 11,047,091 shares; 2025Q1: 10,801,856 shares; 2025Q2: 10,757,525 shares; 2025Q3: 10,746,880 shares; 2025Q4: 10,685,530 shares 10,685,530 $1.01B 4.05% -61,350 Timeline 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: 1,830,289 shares; 2024Q4: 1,917,204 shares; 2025Q1: 1,943,711 shares; 2025Q2: 1,959,879 shares; 2025Q3: 2,004,252 shares; 2025Q4: 2,031,965 shares 2,031,965 $983M 3.96% +27,713 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: 3,304,271 shares; 2024Q4: 3,378,733 shares; 2025Q1: 3,325,183 shares; 2025Q2: 3,268,070 shares; 2025Q3: 3,314,976 shares; 2025Q4: 3,280,097 shares 3,280,097 $892M 3.59% -34,879 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: 2,620,714 shares; 2024Q4: 2,798,898 shares; 2025Q1: 2,786,359 shares; 2025Q2: 2,908,045 shares; 2025Q3: 3,033,822 shares; 2025Q4: 3,061,463 shares 3,061,463 $707M 2.85% +27,641 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: 14,307,519 shares; 2024Q4: 14,500,982 shares; 2025Q1: 14,031,969 shares; 2025Q2: 14,069,558 shares; 2025Q3: 14,369,949 shares; 2025Q4: 14,716,110 shares 14,716,110 $703M 2.83% +346,161 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: 1,980,654 shares; 2024Q4: 2,067,075 shares; 2025Q1: 2,001,485 shares; 2025Q2: 2,170,231 shares; 2025Q3: 2,181,085 shares; 2025Q4: 2,046,183 shares 2,046,183 $640M 2.58% -134,902 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: 2,756,291 shares; 2024Q4: 3,027,847 shares; 2025Q1: 2,932,353 shares; 2025Q2: 3,190,197 shares; 2025Q3: 3,237,585 shares; 2025Q4: 3,264,967 shares 3,264,967 $609M 2.45% +27,382 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: 1,456,224 shares; 2024Q4: 1,531,579 shares; 2025Q1: 1,519,770 shares; 2025Q2: 1,518,178 shares; 2025Q3: 1,568,634 shares; 2025Q4: 1,586,702 shares 1,586,702 $556M 2.24% +18,068 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: 1,406,663 shares; 2024Q4: 1,528,994 shares; 2025Q1: 1,570,653 shares; 2025Q2: 1,611,715 shares; 2025Q3: 1,633,321 shares; 2025Q4: 1,701,574 shares 1,701,574 $548M 2.21% +68,253 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: 6,698,321 shares; 2024Q4: 6,857,180 shares; 2025Q1: 6,946,261 shares; 2025Q2: 7,226,323 shares; 2025Q3: 7,343,989 shares; 2025Q4: 11,213,519 shares 11,213,519 $514M 2.07% +3,869,530 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: 9,299,021 shares; 2024Q4: 8,667,538 shares; 2025Q1: 8,599,400 shares; 2025Q2: 8,824,310 shares; 2025Q3: 9,155,004 shares; 2025Q4: 9,308,517 shares 9,308,517 $510M 2.06% +153,513 Timeline FTS FORTIS INC More: the full row for FORTIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,818,270 shares; 2024Q4: 9,148,037 shares; 2025Q1: 8,893,643 shares; 2025Q2: 8,837,142 shares; 2025Q3: 9,163,354 shares; 2025Q4: 9,372,669 shares 9,372,669 $487M 1.96% +209,315 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: 3,443,093 shares; 2024Q4: 3,493,410 shares; 2025Q1: 3,463,496 shares; 2025Q2: 3,577,139 shares; 2025Q3: 3,571,761 shares; 2025Q4: 3,577,883 shares 3,577,883 $465M 1.87% +6,122 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: 1,427,468 shares; 2024Q4: 1,434,764 shares; 2025Q1: 1,435,601 shares; 2025Q2: 1,480,337 shares; 2025Q3: 1,479,147 shares; 2025Q4: 1,424,581 shares 1,424,581 $447M 1.8% -54,566 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: 11,323,897 shares; 2024Q4: 10,829,993 shares; 2025Q1: 10,683,604 shares; 2025Q2: 11,090,459 shares; 2025Q3: 11,437,252 shares; 2025Q4: 11,154,123 shares 11,154,123 $405M 1.63% -283,129 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: 2,691,680 shares; 2024Q4: 3,012,858 shares; 2025Q1: 3,186,189 shares; 2025Q2: 3,498,724 shares; 2025Q3: 3,703,622 shares; 2025Q4: 3,839,951 shares 3,839,951 $380M 1.53% +136,329 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: 4,341,225 shares; 2024Q4: 4,364,540 shares; 2025Q1: 4,354,471 shares; 2025Q2: 4,419,888 shares; 2025Q3: 4,206,661 shares; 2025Q4: 4,182,725 shares 4,182,725 $379M 1.53% -23,936 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: 538,926 shares; 2024Q4: 556,984 shares; 2025Q1: 580,760 shares; 2025Q2: 610,814 shares; 2025Q3: 656,480 shares; 2025Q4: 705,086 shares 705,086 $354M 1.43% +48,606 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: 371,483 shares; 2024Q4: 385,352 shares; 2025Q1: 374,659 shares; 2025Q2: 371,849 shares; 2025Q3: 385,425 shares; 2025Q4: 393,682 shares 393,682 $339M 1.37% +8,257 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: 363,425 shares; 2024Q4: 374,036 shares; 2025Q1: 362,868 shares; 2025Q2: 369,423 shares; 2025Q3: 400,535 shares; 2025Q4: 476,109 shares 476,109 $314M 1.27% +75,574 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: 5,640,327 shares; 2024Q4: 5,969,882 shares; 2025Q1: 6,211,533 shares; 2025Q2: 7,129,824 shares; 2025Q3: 8,372,021 shares; 2025Q4: 9,052,806 shares 9,052,806 $306M 1.23% +680,785 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: 3,095,628 shares; 2024Q4: 3,482,058 shares; 2025Q1: 3,533,994 shares; 2025Q2: 3,701,787 shares; 2025Q3: 3,983,469 shares; 2025Q4: 3,981,072 shares 3,981,072 $293M 1.18% -2,397 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: 1,214,197 shares; 2024Q4: 1,302,393 shares; 2025Q1: 1,307,306 shares; 2025Q2: 1,355,244 shares; 2025Q3: 1,333,650 shares; 2025Q4: 1,321,256 shares 1,321,256 $273M 1.1% -12,394 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: 6,260,633 shares; 2024Q4: 6,432,381 shares; 2025Q1: 6,709,573 shares; 2025Q2: 6,935,826 shares; 2025Q3: 7,367,383 shares; 2025Q4: 7,610,855 shares 7,610,855 $264M 1.06% +243,472 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,884,856 shares; 2024Q4: 4,969,977 shares; 2025Q1: 5,230,781 shares; 2025Q2: 5,707,714 shares; 2025Q3: 6,425,487 shares; 2025Q4: 6,878,969 shares 6,878,969 $262M 1.05% +453,482 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: 4,513,408 shares; 2025Q3: 4,551,186 shares; 2025Q4: 4,633,997 shares 4,633,997 $228M 0.92% +82,811 Timeline TU TELUS CORPORATION More: the full row for TELUS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,380,631 shares; 2024Q4: 17,722,270 shares; 2025Q1: 18,553,552 shares; 2025Q2: 18,842,084 shares; 2025Q3: 19,687,766 shares; 2025Q4: 16,744,613 shares 16,744,613 $220M 0.89% -2,943,153 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: 2,880,073 shares; 2024Q4: 2,974,065 shares; 2025Q1: 3,080,459 shares; 2025Q2: 3,107,058 shares; 2025Q3: 3,303,733 shares; 2025Q4: 3,274,447 shares 3,274,447 $204M 0.82% -29,286 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: 1,039,180 shares; 2024Q4: 1,034,847 shares; 2025Q1: 974,833 shares; 2025Q2: 1,611,150 shares; 2025Q3: 1,709,638 shares; 2025Q4: 1,789,011 shares 1,789,011 $199M 0.8% +79,373 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: 3,911,412 shares; 2024Q4: 4,439,732 shares; 2025Q1: 4,426,094 shares; 2025Q2: 4,415,281 shares; 2025Q3: 4,403,931 shares; 2025Q4: 4,413,804 shares 4,413,804 $196M 0.79% +9,873 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: 449,008 shares; 2024Q4: 480,251 shares; 2025Q1: 506,798 shares; 2025Q2: 559,897 shares; 2025Q3: 578,187 shares; 2025Q4: 567,856 shares 567,856 $195M 0.79% -10,331 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: 1,075,226 shares; 2024Q4: 1,117,479 shares; 2025Q1: 1,084,224 shares; 2025Q2: 1,115,494 shares; 2025Q3: 1,136,539 shares; 2025Q4: 1,161,177 shares 1,161,177 $187M 0.75% +24,638 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: 481,779 shares; 2024Q4: 495,701 shares; 2025Q1: 451,251 shares; 2025Q2: 491,796 shares; 2025Q3: 515,413 shares; 2025Q4: 523,946 shares 523,946 $181M 0.73% +8,533 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: 180,719 shares; 2024Q4: 209,837 shares; 2025Q1: 204,940 shares; 2025Q2: 248,208 shares; 2025Q3: 248,468 shares; 2025Q4: 255,730 shares 255,730 $174M 0.7% +7,262 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: 603,348 shares; 2024Q4: 644,530 shares; 2025Q1: 666,791 shares; 2025Q2: 657,647 shares; 2025Q3: 730,196 shares; 2025Q4: 767,043 shares 767,043 $169M 0.68% +36,847 Timeline RCI ROGERS COMMUNICATIONS INC More: the full row for ROGERS COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,125,375 shares; 2024Q4: 3,697,645 shares; 2025Q1: 4,068,135 shares; 2025Q2: 4,093,776 shares; 2025Q3: 4,035,223 shares; 2025Q4: 3,957,597 shares 3,957,597 $149M 0.6% -77,626 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: 433,070 shares; 2024Q4: 382,229 shares; 2025Q1: 468,918 shares; 2025Q2: 702,891 shares; 2025Q3: 741,808 shares; 2025Q4: 806,664 shares 806,664 $137M 0.55% +64,856 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: 94,439 shares; 2025Q1: 99,913 shares; 2025Q2: 104,385 shares; 2025Q3: 110,197 shares; 2025Q4: 115,478 shares 115,478 $124M 0.5% +5,281 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: 359,043 shares; 2024Q4: 345,318 shares; 2025Q1: 323,728 shares; 2025Q2: 329,096 shares; 2025Q3: 351,706 shares; 2025Q4: 404,523 shares 404,523 $123M 0.49% +52,817 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: 383,928 shares; 2024Q4: 421,745 shares; 2025Q1: 480,135 shares; 2025Q2: 644,905 shares; 2025Q3: 737,978 shares; 2025Q4: 802,214 shares 802,214 $106M 0.43% +64,236 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: 94,264 shares; 2024Q4: 81,356 shares; 2025Q1: 89,242 shares; 2025Q2: 97,106 shares; 2025Q3: 92,459 shares; 2025Q4: 96,950 shares 96,950 $104M 0.42% +4,491 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: 281,591 shares; 2024Q4: 309,970 shares; 2025Q1: 347,923 shares; 2025Q2: 378,304 shares; 2025Q3: 421,489 shares; 2025Q4: 386,691 shares 386,691 $104M 0.42% -34,798 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: 91,425 shares; 2024Q4: 96,759 shares; 2025Q1: 100,796 shares; 2025Q2: 104,739 shares; 2025Q3: 156,689 shares; 2025Q4: 162,506 shares 162,506 $102M 0.41% +5,817 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: 475,983 shares; 2024Q4: 501,208 shares; 2025Q1: 533,348 shares; 2025Q2: 337,496 shares; 2025Q3: 327,054 shares; 2025Q4: 330,949 shares 330,949 $101M 0.41% +3,895 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,520,394 shares; 2024Q4: 1,544,713 shares; 2025Q1: 1,481,072 shares; 2025Q2: 1,498,889 shares; 2025Q3: 1,500,597 shares; 2025Q4: 1,457,477 shares 1,457,477 $99.1M 0.4% -43,120 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: 404,202 shares; 2024Q4: 486,692 shares; 2025Q1: 622,175 shares; 2025Q2: 712,011 shares; 2025Q3: 739,166 shares; 2025Q4: 771,052 shares 771,052 $98.4M 0.4% +31,886 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: 164,890 shares; 2024Q4: 169,029 shares; 2025Q1: 158,968 shares; 2025Q2: 159,590 shares; 2025Q3: 162,064 shares; 2025Q4: 165,224 shares 165,224 $94.3M 0.38% +3,160 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: 409,038 shares; 2024Q4: 628,974 shares; 2025Q1: 694,402 shares; 2025Q2: 784,044 shares; 2025Q3: 868,711 shares; 2025Q4: 1,134,571 shares 1,134,571 $92.7M 0.37% +265,860 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: 8,321,718 shares; 2024Q4: 4,926,800 shares; 2025Q1: 4,681,095 shares; 2025Q2: 4,388,086 shares; 2025Q3: 4,239,737 shares; 2025Q4: 3,863,473 shares 3,863,473 $92M 0.37% -376,264 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: 326,493 shares; 2024Q4: 373,940 shares; 2025Q1: 420,311 shares; 2025Q2: 445,480 shares; 2025Q3: 398,680 shares; 2025Q4: 399,303 shares 399,303 $91.4M 0.37% +623 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: 59,927 shares; 2024Q4: 128,717 shares; 2025Q1: 133,774 shares; 2025Q2: 145,131 shares; 2025Q3: 196,818 shares; 2025Q4: 487,452 shares 487,452 $89.8M 0.36% +290,634 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: 957,151 shares; 2024Q4: 1,011,962 shares; 2025Q1: 1,158,878 shares; 2025Q2: 1,083,443 shares; 2025Q3: 944,388 shares; 2025Q4: 979,158 shares 979,158 $89.5M 0.36% +34,770 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: 135,714 shares; 2024Q4: 148,519 shares; 2025Q1: 457,647 shares; 2025Q2: 631,973 shares; 2025Q3: 680,487 shares; 2025Q4: 741,466 shares 741,466 $86.5M 0.35% +60,979 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: 428,704 shares; 2024Q4: 468,413 shares; 2025Q1: 527,757 shares; 2025Q2: 571,338 shares; 2025Q3: 585,636 shares; 2025Q4: 602,762 shares 602,762 $86.4M 0.35% +17,126 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: 60,068 shares; 2024Q4: 65,666 shares; 2025Q1: 72,459 shares; 2025Q2: 76,580 shares; 2025Q3: 82,533 shares; 2025Q4: 78,855 shares 78,855 $84.4M 0.34% -3,678 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: 1,053,963 shares; 2024Q4: 1,050,930 shares; 2025Q1: 975,261 shares; 2025Q2: 926,447 shares; 2025Q3: 942,341 shares; 2025Q4: 868,034 shares 868,034 $83.4M 0.34% -74,307 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: 815,814 shares; 2024Q4: 698,733 shares; 2025Q1: 776,167 shares; 2025Q2: 789,887 shares; 2025Q3: 787,244 shares; 2025Q4: 577,537 shares 577,537 $82.9M 0.33% -209,707 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: 303,852 shares; 2024Q4: 340,396 shares; 2025Q1: 371,532 shares; 2025Q2: 427,530 shares; 2025Q3: 432,490 shares; 2025Q4: 470,499 shares 470,499 $81.7M 0.33% +38,009 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: 40,417 shares; 2024Q4: 63,585 shares; 2025Q1: 87,540 shares; 2025Q2: 116,720 shares; 2025Q3: 128,534 shares; 2025Q4: 136,496 shares 136,496 $79.1M 0.32% +7,962 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,391,424 shares; 2024Q4: 2,715,043 shares; 2025Q1: 2,683,317 shares; 2025Q2: 2,684,100 shares; 2025Q3: 2,751,581 shares; 2025Q4: 2,829,649 shares 2,829,649 $76.3M 0.31% +78,068 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: 88,636 shares; 2024Q4: 127,775 shares; 2025Q1: 178,487 shares; 2025Q2: 169,343 shares; 2025Q3: 176,598 shares; 2025Q4: 188,628 shares 188,628 $74.8M 0.3% +12,030 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: not reported; 2024Q4: 85,090 shares; 2025Q1: 83,045 shares; 2025Q2: 117,923 shares; 2025Q3: 103,599 shares; 2025Q4: 117,886 shares 117,886 $72.4M 0.29% +14,287 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: 1,541,059 shares; 2024Q4: 1,500,685 shares; 2025Q1: 1,446,172 shares; 2025Q2: 1,255,043 shares; 2025Q3: 1,137,404 shares; 2025Q4: 1,133,430 shares 1,133,430 $69.8M 0.28% -3,974 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: 222,147 shares; 2024Q4: 260,001 shares; 2025Q1: 297,268 shares; 2025Q2: 292,787 shares; 2025Q3: 305,521 shares; 2025Q4: 356,475 shares 356,475 $69.5M 0.28% +50,954 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: 47,126 shares; 2024Q4: 61,185 shares; 2025Q1: 61,030 shares; 2025Q2: 66,280 shares; 2025Q3: 77,314 shares; 2025Q4: 77,904 shares 77,904 $68.5M 0.28% +590 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: 1,076,313 shares; 2024Q4: 1,068,954 shares; 2025Q1: 1,074,952 shares; 2025Q2: 1,164,066 shares; 2025Q3: 1,168,965 shares; 2025Q4: 1,262,879 shares 1,262,879 $66.1M 0.27% +93,914 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: 1,116,776 shares; 2024Q4: 1,160,663 shares; 2025Q1: 1,219,068 shares; 2025Q2: 1,201,829 shares; 2025Q3: 1,183,925 shares; 2025Q4: 1,194,774 shares 1,194,774 $65.7M 0.26% +10,849 Timeline GIB CGI INC More: the full row for CGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 529,638 shares; 2024Q4: 558,678 shares; 2025Q1: 600,989 shares; 2025Q2: 668,046 shares; 2025Q3: 735,916 shares; 2025Q4: 686,752 shares 686,752 $63.4M 0.26% -49,164 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,247,007 shares; 2025Q1: 1,304,699 shares; 2025Q2: 1,332,140 shares; 2025Q3: 1,366,054 shares; 2025Q4: 1,371,718 shares 1,371,718 $62.1M 0.25% +5,664 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: 412,936 shares; 2024Q4: 433,181 shares; 2025Q1: 452,895 shares; 2025Q2: 283,240 shares; 2025Q3: 293,363 shares; 2025Q4: 290,773 shares 290,773 $56.7M 0.23% -2,590 Timeline SOBO SOUTH BOW CORP More: the full row for SOUTH BOW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,715,185 shares; 2025Q1: 1,734,937 shares; 2025Q2: 1,764,327 shares; 2025Q3: 1,797,254 shares; 2025Q4: 2,053,500 shares 2,053,500 $56.4M 0.23% +256,246 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: 501,220 shares; 2024Q4: 476,120 shares; 2025Q1: 582,863 shares; 2025Q2: 682,891 shares; 2025Q3: 830,465 shares; 2025Q4: 662,433 shares 662,433 $55.5M 0.22% -168,032 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: 94,014 shares; 2024Q4: 103,069 shares; 2025Q1: 96,077 shares; 2025Q2: 98,012 shares; 2025Q3: 108,372 shares; 2025Q4: 122,303 shares 122,303 $55M 0.22% +13,931 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: 425,608 shares; 2024Q4: 470,936 shares; 2025Q1: 460,027 shares; 2025Q2: 168,420 shares; 2025Q3: 180,352 shares; 2025Q4: 163,314 shares 163,314 $53.9M 0.22% -17,038 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,386,954 shares; 2025Q1: 1,444,156 shares; 2025Q2: 1,372,631 shares; 2025Q3: 1,387,794 shares; 2025Q4: 1,323,055 shares 1,323,055 $50.6M 0.2% -64,739 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: 219,657 shares; 2024Q4: 244,499 shares; 2025Q1: 250,380 shares; 2025Q2: 251,948 shares; 2025Q3: 288,657 shares; 2025Q4: 367,317 shares 367,317 $48.4M 0.19% +78,660 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: 162,315 shares; 2024Q4: 198,106 shares; 2025Q1: 171,348 shares; 2025Q2: 168,517 shares; 2025Q3: 173,884 shares; 2025Q4: 137,597 shares 137,597 $48.2M 0.19% -36,287 Timeline AGG 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: 273,174 shares; 2024Q4: 208,687 shares; 2025Q1: 276,473 shares; 2025Q2: 436,900 shares; 2025Q3: 435,571 shares; 2025Q4: 469,464 shares 469,464 $46.9M 0.19% +33,893 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: 253,392 shares; 2024Q4: 295,313 shares; 2025Q1: 312,991 shares; 2025Q2: 317,163 shares; 2025Q3: 288,336 shares; 2025Q4: 301,503 shares 301,503 $46.3M 0.19% +13,167 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: 85,370 shares; 2024Q4: 94,459 shares; 2025Q1: 99,335 shares; 2025Q2: 105,346 shares; 2025Q3: 117,220 shares; 2025Q4: 128,537 shares 128,537 $45.2M 0.18% +11,317 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: 636,243 shares; 2024Q4: 550,137 shares; 2025Q1: 526,778 shares; 2025Q2: 468,439 shares; 2025Q3: 473,938 shares; 2025Q4: 579,931 shares 579,931 $44.7M 0.18% +105,993 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,547 shares; 2024Q4: 202,359 shares; 2025Q1: 253,835 shares; 2025Q2: 331,342 shares; 2025Q3: 356,350 shares; 2025Q4: 384,348 shares 384,348 $44.3M 0.18% +27,998 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: 137,486 shares; 2024Q4: 134,924 shares; 2025Q1: 131,535 shares; 2025Q2: 139,526 shares; 2025Q3: 162,150 shares; 2025Q4: 188,204 shares 188,204 $43M 0.17% +26,054 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: 7,728 shares; 2024Q4: 7,853 shares; 2025Q1: 7,990 shares; 2025Q2: 7,369 shares; 2025Q3: 8,258 shares; 2025Q4: 8,029 shares 8,029 $43M 0.17% -229 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: 717,822 shares; 2024Q4: 532,077 shares; 2025Q1: 443,360 shares; 2025Q2: 358,701 shares; 2025Q3: 346,654 shares; 2025Q4: 377,565 shares 377,565 $43M 0.17% +30,911 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: 148,270 shares; 2024Q4: 166,795 shares; 2025Q1: 175,169 shares; 2025Q2: 193,246 shares; 2025Q3: 166,974 shares; 2025Q4: 161,908 shares 161,908 $42.9M 0.17% -5,066 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: 413,542 shares; 2024Q4: 231,797 shares; 2025Q1: 303,485 shares; 2025Q2: 413,285 shares; 2025Q3: 449,037 shares; 2025Q4: 461,554 shares 461,554 $42.4M 0.17% +12,517 Timeline IDV 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: 1,202,141 shares; 2024Q4: 1,231,852 shares; 2025Q1: 1,165,068 shares; 2025Q2: 1,173,562 shares; 2025Q3: 1,082,548 shares; 2025Q4: 1,047,218 shares 1,047,218 $41.3M 0.17% -35,330 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: 30,925 shares; 2024Q4: 33,293 shares; 2025Q1: 29,222 shares; 2025Q2: 36,222 shares; 2025Q3: 43,655 shares; 2025Q4: 430,496 shares 430,496 $40.4M 0.16% +386,841 Timeline TFII TFI INTERNATIONAL INC More: the full row for TFI INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 342,339 shares; 2024Q4: 345,734 shares; 2025Q1: 298,709 shares; 2025Q2: 393,631 shares; 2025Q3: 404,225 shares; 2025Q4: 375,421 shares 375,421 $38.7M 0.16% -28,804 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: 495,382 shares; 2024Q4: 541,707 shares; 2025Q1: 524,148 shares; 2025Q2: 504,599 shares; 2025Q3: 521,759 shares; 2025Q4: 528,965 shares 528,965 $37M 0.15% +7,206 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: 215,689 shares; 2024Q4: 187,847 shares; 2025Q1: 154,370 shares; 2025Q2: 156,657 shares; 2025Q3: 181,907 shares; 2025Q4: 169,913 shares 169,913 $36.4M 0.15% -11,994 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: 75,618 shares; 2024Q4: 77,181 shares; 2025Q1: 72,469 shares; 2025Q2: 79,116 shares; 2025Q3: 59,528 shares; 2025Q4: 63,399 shares 63,399 $36.3M 0.15% +3,871 Timeline BIL 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: 42,557 shares; 2024Q4: 48,810 shares; 2025Q1: 203,705 shares; 2025Q2: 211,698 shares; 2025Q3: 479,182 shares; 2025Q4: 396,674 shares 396,674 $36.2M 0.15% -82,508 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: 95,213 shares; 2024Q4: 120,742 shares; 2025Q1: 126,618 shares; 2025Q2: 200,761 shares; 2025Q3: 192,320 shares; 2025Q4: 203,933 shares 203,933 $36.2M 0.15% +11,613 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: 102,357 shares; 2024Q4: 217,750 shares; 2025Q1: 157,501 shares; 2025Q2: 158,579 shares; 2025Q3: 271,812 shares; 2025Q4: 368,112 shares 368,112 $32.9M 0.13% +96,300 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: 388,369 shares; 2024Q4: 253,550 shares; 2025Q1: 245,635 shares; 2025Q2: 231,734 shares; 2025Q3: 285,644 shares; 2025Q4: 275,525 shares 275,525 $32.1M 0.13% -10,119 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: 135,546 shares; 2024Q4: 141,812 shares; 2025Q1: 144,821 shares; 2025Q2: 153,244 shares; 2025Q3: 162,069 shares; 2025Q4: 155,449 shares 155,449 $32.1M 0.13% -6,620 Timeline PHYS 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: 259,979 shares; 2024Q4: 319,840 shares; 2025Q1: 758,099 shares; 2025Q2: 868,624 shares; 2025Q3: 871,776 shares; 2025Q4: 936,052 shares 936,052 $31.5M 0.13% +64,276 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,998 shares; 2024Q4: 131,237 shares; 2025Q1: 128,383 shares; 2025Q2: 128,998 shares; 2025Q3: 138,861 shares; 2025Q4: 138,366 shares 138,366 $30.4M 0.12% -495 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: not reported; 2024Q4: 152,548 shares; 2025Q1: 145,588 shares; 2025Q2: 148,985 shares; 2025Q3: 161,512 shares; 2025Q4: 160,755 shares 160,755 $29.5M 0.12% -757 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: 50,504 shares; 2024Q4: 38,540 shares; 2025Q1: 34,890 shares; 2025Q2: 34,454 shares; 2025Q3: 35,677 shares; 2025Q4: 42,211 shares 42,211 $28.9M 0.12% +6,534 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: 243,169 shares; 2024Q4: 260,220 shares; 2025Q1: 267,115 shares; 2025Q2: 239,288 shares; 2025Q3: 255,875 shares; 2025Q4: 238,481 shares 238,481 $28.7M 0.12% -17,394 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: 88,691 shares; 2024Q4: 76,363 shares; 2025Q1: 76,317 shares; 2025Q2: 105,825 shares; 2025Q3: 130,464 shares; 2025Q4: 136,294 shares 136,294 $28.3M 0.11% +5,830 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: 216,011 shares; 2024Q4: 255,724 shares; 2025Q1: 265,562 shares; 2025Q2: 383,349 shares; 2025Q3: 376,983 shares; 2025Q4: 342,170 shares 342,170 $27.5M 0.11% -34,813 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: 1,122,449 shares; 2024Q4: 794,246 shares; 2025Q1: 769,582 shares; 2025Q2: 788,563 shares; 2025Q3: 957,484 shares; 2025Q4: 1,100,141 shares 1,100,141 $27.4M 0.11% +142,657 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: 128,357 shares; 2024Q4: 129,247 shares; 2025Q1: 131,368 shares; 2025Q2: 132,100 shares; 2025Q3: 137,540 shares; 2025Q4: 157,272 shares 157,272 $26.9M 0.11% +19,732 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: 52,259 shares; 2024Q4: 56,460 shares; 2025Q1: 52,318 shares; 2025Q2: 50,998 shares; 2025Q3: 51,875 shares; 2025Q4: 56,761 shares 56,761 $26.6M 0.11% +4,886 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: 39,393 shares; 2024Q4: 44,022 shares; 2025Q1: 62,921 shares; 2025Q2: 71,695 shares; 2025Q3: 79,242 shares; 2025Q4: 78,846 shares 78,846 $25.5M 0.1% -396 Timeline SHY 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: 109,161 shares; 2024Q4: 104,647 shares; 2025Q1: 203,771 shares; 2025Q2: 331,793 shares; 2025Q3: 254,880 shares; 2025Q4: 297,527 shares 297,527 $24.6M 0.1% +42,647 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: 23,718 shares; 2024Q4: 24,752 shares; 2025Q1: 24,571 shares; 2025Q2: 26,155 shares; 2025Q3: 31,125 shares; 2025Q4: 158,856 shares 158,856 $24.3M 0.1% +127,731 Timeline BINV 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 491,961 shares; 2025Q3: 613,762 shares; 2025Q4: 602,945 shares 602,945 $24.2M 0.1% -10,817 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: 104,899 shares; 2024Q4: 96,980 shares; 2025Q1: 83,244 shares; 2025Q2: 82,673 shares; 2025Q3: 76,769 shares; 2025Q4: 81,577 shares 81,577 $24.2M 0.1% +4,808 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: 60,164 shares; 2024Q4: 69,799 shares; 2025Q1: 109,897 shares; 2025Q2: 233,017 shares; 2025Q3: 322,000 shares; 2025Q4: 323,251 shares 323,251 $23.5M 0.09% +1,251 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: 259,739 shares; 2024Q4: 271,476 shares; 2025Q1: 272,386 shares; 2025Q2: 270,882 shares; 2025Q3: 245,847 shares; 2025Q4: 251,638 shares 251,638 $23.5M 0.09% +5,791 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: 21,061 shares; 2024Q4: 21,748 shares; 2025Q1: 22,066 shares; 2025Q2: 24,409 shares; 2025Q3: 31,107 shares; 2025Q4: 30,288 shares 30,288 $22.8M 0.09% -819 Timeline SHYG 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: 38,550 shares; 2024Q4: 33,615 shares; 2025Q1: 200,205 shares; 2025Q2: 406,648 shares; 2025Q3: 415,591 shares; 2025Q4: 522,377 shares 522,377 $22.4M 0.09% +106,786 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: 100,345 shares; 2024Q4: 84,780 shares; 2025Q1: 84,461 shares; 2025Q2: 72,154 shares; 2025Q3: 73,374 shares; 2025Q4: 75,441 shares 75,441 $21.5M 0.09% +2,067 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: 104,546 shares; 2024Q4: 67,318 shares; 2025Q1: 106,445 shares; 2025Q2: 91,183 shares; 2025Q3: 93,076 shares; 2025Q4: 120,079 shares 120,079 $21.3M 0.09% +27,003 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: 121,404 shares; 2024Q4: 130,680 shares; 2025Q1: 199,628 shares; 2025Q2: 226,575 shares; 2025Q3: 239,264 shares; 2025Q4: 254,826 shares 254,826 $21.3M 0.09% +15,562 Timeline SMH 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: 43,936 shares; 2024Q4: 49,713 shares; 2025Q1: 51,790 shares; 2025Q2: 55,194 shares; 2025Q3: 56,701 shares; 2025Q4: 59,038 shares 59,038 $21.3M 0.09% +2,337 Timeline IYF 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: 159,891 shares; 2024Q4: 161,422 shares; 2025Q1: 163,022 shares; 2025Q2: 164,016 shares; 2025Q3: 164,912 shares; 2025Q4: 164,869 shares 164,869 $21.3M 0.09% -43 Timeline SGOV 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: 197,337 shares; 2024Q4: 155,813 shares; 2025Q1: 218,137 shares; 2025Q2: 275,629 shares; 2025Q3: 361,094 shares; 2025Q4: 211,654 shares 211,654 $21.2M 0.09% -149,440 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: 242,025 shares; 2024Q4: 239,506 shares; 2025Q1: 235,349 shares; 2025Q2: 159,493 shares; 2025Q3: 157,597 shares; 2025Q4: 151,280 shares 151,280 $21M 0.08% -6,317 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: 42,641 shares; 2024Q4: 46,886 shares; 2025Q1: 43,720 shares; 2025Q2: 43,841 shares; 2025Q3: 44,150 shares; 2025Q4: 45,012 shares 45,012 $21M 0.08% +862 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: 189,119 shares; 2024Q4: 194,195 shares; 2025Q1: 200,546 shares; 2025Q2: 200,393 shares; 2025Q3: 200,894 shares; 2025Q4: 199,279 shares 199,279 $20.9M 0.08% -1,615 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: 229,691 shares; 2024Q4: 240,695 shares; 2025Q1: 225,796 shares; 2025Q2: 233,736 shares; 2025Q3: 235,989 shares; 2025Q4: 242,119 shares 242,119 $20.8M 0.08% +6,130 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: 194,957 shares; 2024Q4: 203,070 shares; 2025Q1: 204,121 shares; 2025Q2: 181,504 shares; 2025Q3: 186,379 shares; 2025Q4: 188,482 shares 188,482 $20.8M 0.08% +2,103 Timeline FXI 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: 541,512 shares; 2024Q4: 542,257 shares; 2025Q1: 570,519 shares; 2025Q2: 541,791 shares; 2025Q3: 561,307 shares; 2025Q4: 542,243 shares 542,243 $20.8M 0.08% -19,064 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: 316,783 shares; 2024Q4: 316,551 shares; 2025Q1: 284,066 shares; 2025Q2: 241,686 shares; 2025Q3: 217,794 shares; 2025Q4: 195,731 shares 195,731 $20.6M 0.08% -22,063 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: 154,837 shares; 2024Q4: 154,118 shares; 2025Q1: 157,388 shares; 2025Q2: 158,151 shares; 2025Q3: 160,176 shares; 2025Q4: 158,101 shares 158,101 $20M 0.08% -2,075 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 358,715 shares; 2024Q4: 354,132 shares; 2025Q1: 387,626 shares; 2025Q2: 438,444 shares; 2025Q3: 427,634 shares; 2025Q4: 417,430 shares 417,430 $20M 0.08% -10,204 Timeline IXUS 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: 16,727 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 232,700 shares; 2025Q4: 235,739 shares 235,739 $20M 0.08% +3,039 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226,788 shares; 2024Q4: 238,848 shares; 2025Q1: 255,923 shares; 2025Q2: 269,006 shares; 2025Q3: 263,416 shares; 2025Q4: 243,411 shares 243,411 $19.8M 0.08% -20,005 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 339,788 shares; 2024Q4: 92,432 shares; 2025Q1: not reported; 2025Q2: 202,151 shares; 2025Q3: 520,813 shares; 2025Q4: 389,023 shares 389,023 $19.4M 0.08% -131,790 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: 50,038 shares; 2024Q4: 63,885 shares; 2025Q1: 183,822 shares; 2025Q2: 212,793 shares; 2025Q3: 260,354 shares; 2025Q4: 389,048 shares 389,048 $19.3M 0.08% +128,694 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: 98,718 shares; 2025Q1: 55,839 shares; 2025Q2: 91,675 shares; 2025Q3: 150,653 shares; 2025Q4: 143,958 shares 143,958 $18.9M 0.08% -6,695 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 824,094 shares; 2024Q4: 570,713 shares; 2025Q1: 450,810 shares; 2025Q2: 483,100 shares; 2025Q3: 412,923 shares; 2025Q4: 353,344 shares 353,344 $18.8M 0.08% -59,579 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,736,060 shares; 2024Q4: 1,142,453 shares; 2025Q1: 922,101 shares; 2025Q2: 929,498 shares; 2025Q3: 937,561 shares; 2025Q4: 1,111,056 shares 1,111,056 $18.8M 0.08% +173,495 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: 35,471 shares; 2024Q4: 22,224 shares; 2025Q1: 21,400 shares; 2025Q2: 21,624 shares; 2025Q3: 21,041 shares; 2025Q4: 22,827 shares 22,827 $18.7M 0.08% +1,786 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,042 shares; 2024Q4: 217,414 shares; 2025Q1: 358,930 shares; 2025Q2: 387,672 shares; 2025Q3: 446,233 shares; 2025Q4: 340,671 shares 340,671 $18.7M 0.08% -105,562 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN 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: 3,304 shares; 2025Q4: 237,817 shares 237,817 $18.5M 0.07% +234,513 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: 271,346 shares; 2024Q4: 275,100 shares; 2025Q1: 281,752 shares; 2025Q2: 279,054 shares; 2025Q3: 275,878 shares; 2025Q4: 275,170 shares 275,170 $18.5M 0.07% -708 Timeline STN STANTEC INC More: the full row for STANTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,009 shares; 2024Q4: 154,860 shares; 2025Q1: 158,250 shares; 2025Q2: 207,519 shares; 2025Q3: 208,742 shares; 2025Q4: 193,897 shares 193,897 $18.3M 0.07% -14,845 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: 83,416 shares; 2024Q4: 96,728 shares; 2025Q1: 103,096 shares; 2025Q2: 110,119 shares; 2025Q3: 100,800 shares; 2025Q4: 97,728 shares 97,728 $18.1M 0.07% -3,072 Timeline ANGL 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: 615,885 shares; 2024Q4: 629,094 shares; 2025Q1: 884,839 shares; 2025Q2: 680,309 shares; 2025Q3: 770,333 shares; 2025Q4: 607,066 shares 607,066 $17.8M 0.07% -163,267 Timeline EFA 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: 48,608 shares; 2024Q4: 68,611 shares; 2025Q1: 55,197 shares; 2025Q2: 175,396 shares; 2025Q3: 177,769 shares; 2025Q4: 183,402 shares 183,402 $17.6M 0.07% +5,633 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,524 shares; 2024Q4: 11,414 shares; 2025Q1: 21,317 shares; 2025Q2: 28,172 shares; 2025Q3: 67,320 shares; 2025Q4: 77,305 shares 77,305 $17.6M 0.07% +9,985 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,999 shares; 2024Q4: 72,499 shares; 2025Q1: 68,968 shares; 2025Q2: 66,696 shares; 2025Q3: 93,052 shares; 2025Q4: 71,179 shares 71,179 $17.3M 0.07% -21,873 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: not reported; 2024Q4: 4,693 shares; 2025Q1: 177,357 shares; 2025Q2: 258,154 shares; 2025Q3: 253,569 shares; 2025Q4: 263,948 shares 263,948 $17M 0.07% +10,379 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: 19,431 shares; 2024Q4: 43,794 shares; 2025Q1: 49,795 shares; 2025Q2: 44,450 shares; 2025Q3: 55,550 shares; 2025Q4: 55,166 shares 55,166 $17M 0.07% -384 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: 467,969 shares; 2024Q4: 438,831 shares; 2025Q1: 428,584 shares; 2025Q2: 276,138 shares; 2025Q3: 274,917 shares; 2025Q4: 266,421 shares 266,421 $17M 0.07% -8,496 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: 206,460 shares; 2024Q4: 342,885 shares; 2025Q1: 366,127 shares; 2025Q2: 369,275 shares; 2025Q3: 320,683 shares; 2025Q4: 314,083 shares 314,083 $16.9M 0.07% -6,600 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: 288,870 shares; 2025Q3: 316,785 shares; 2025Q4: 389,029 shares 389,029 $16.9M 0.07% +72,244 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: 38,028 shares; 2024Q4: 51,482 shares; 2025Q1: 53,177 shares; 2025Q2: 56,856 shares; 2025Q3: 57,655 shares; 2025Q4: 61,819 shares 61,819 $16.9M 0.07% +4,164 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: 279,958 shares; 2024Q4: 285,791 shares; 2025Q1: 212,210 shares; 2025Q2: 191,347 shares; 2025Q3: 166,887 shares; 2025Q4: 320,162 shares 320,162 $16.3M 0.07% +153,275 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: 605,304 shares; 2024Q4: 529,990 shares; 2025Q1: 451,892 shares; 2025Q2: 405,048 shares; 2025Q3: 396,187 shares; 2025Q4: 397,821 shares 397,821 $16.2M 0.07% +1,634 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: 148,624 shares; 2024Q4: 162,749 shares; 2025Q1: 152,158 shares; 2025Q2: 135,068 shares; 2025Q3: 127,401 shares; 2025Q4: 131,685 shares 131,685 $16.2M 0.07% +4,284 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,130 shares; 2025Q2: 223,134 shares; 2025Q3: 263,993 shares; 2025Q4: 305,650 shares 305,650 $16.1M 0.06% +41,657 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: 376,626 shares; 2024Q4: 383,486 shares; 2025Q1: 274,409 shares; 2025Q2: 240,989 shares; 2025Q3: 317,658 shares; 2025Q4: 306,594 shares 306,594 $15.6M 0.06% -11,064 Timeline HAWX 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: 451,971 shares; 2024Q4: 478,987 shares; 2025Q1: 446,832 shares; 2025Q2: 415,231 shares; 2025Q3: 393,903 shares; 2025Q4: 393,078 shares 393,078 $15.5M 0.06% -825 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: 43,996 shares; 2024Q4: 45,660 shares; 2025Q1: 48,221 shares; 2025Q2: 48,512 shares; 2025Q3: 48,313 shares; 2025Q4: 47,918 shares 47,918 $15.3M 0.06% -395 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: 22,263 shares; 2024Q4: 21,275 shares; 2025Q1: 24,311 shares; 2025Q2: 27,290 shares; 2025Q3: 29,717 shares; 2025Q4: 29,263 shares 29,263 $14.9M 0.06% -454 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: 87,006 shares; 2024Q4: 208,316 shares; 2025Q1: 490,836 shares; 2025Q2: 490,041 shares; 2025Q3: 373,942 shares; 2025Q4: 225,084 shares 225,084 $14.9M 0.06% -148,858 Timeline SPDW 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: 249,073 shares; 2024Q4: 262,566 shares; 2025Q1: 265,878 shares; 2025Q2: 297,199 shares; 2025Q3: 310,948 shares; 2025Q4: 333,823 shares 333,823 $14.8M 0.06% +22,875 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,377 shares; 2024Q4: 103,209 shares; 2025Q1: 108,986 shares; 2025Q2: 66,028 shares; 2025Q3: 61,139 shares; 2025Q4: 58,868 shares 58,868 $14.8M 0.06% -2,271 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: 75,616 shares; 2024Q4: 72,745 shares; 2025Q1: 120,523 shares; 2025Q2: 129,065 shares; 2025Q3: 121,068 shares; 2025Q4: 94,767 shares 94,767 $14.6M 0.06% -26,301 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,000 shares; 2024Q4: 360,761 shares; 2025Q1: 512,359 shares; 2025Q2: 534,911 shares; 2025Q3: 540,389 shares; 2025Q4: 524,769 shares 524,769 $14.4M 0.06% -15,620 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,618 shares; 2024Q4: 167,910 shares; 2025Q1: 168,679 shares; 2025Q2: 179,718 shares; 2025Q3: 169,141 shares; 2025Q4: 166,572 shares 166,572 $14.3M 0.06% -2,569 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: 107,159 shares; 2024Q4: 106,430 shares; 2025Q1: 101,972 shares; 2025Q2: 85,133 shares; 2025Q3: 86,286 shares; 2025Q4: 81,094 shares 81,094 $14.2M 0.06% -5,192 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: 236,637 shares; 2024Q4: 133,697 shares; 2025Q1: 156,448 shares; 2025Q2: 179,910 shares; 2025Q3: 165,234 shares; 2025Q4: 174,734 shares 174,734 $13.9M 0.06% +9,500 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: 96,006 shares; 2024Q4: 92,919 shares; 2025Q1: 91,800 shares; 2025Q2: 94,090 shares; 2025Q3: 96,462 shares; 2025Q4: 101,113 shares 101,113 $13.7M 0.06% +4,651 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: 16,690 shares; 2024Q4: 16,368 shares; 2025Q1: not reported; 2025Q2: 75,704 shares; 2025Q3: 73,118 shares; 2025Q4: 577,865 shares 577,865 $13.7M 0.06% +504,747 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,617 shares; 2024Q4: 20,271 shares; 2025Q1: 24,371 shares; 2025Q2: 52,343 shares; 2025Q3: 39,856 shares; 2025Q4: 48,034 shares 48,034 $13.6M 0.05% +8,178 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: 205,997 shares 205,997 $13.5M 0.05% new Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 354,544 shares; 2024Q4: 300,622 shares; 2025Q1: 260,736 shares; 2025Q2: 228,174 shares; 2025Q3: 198,323 shares; 2025Q4: 152,185 shares 152,185 $13.1M 0.05% -46,138 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,392 shares; 2024Q4: 62,335 shares; 2025Q1: 57,805 shares; 2025Q2: 55,760 shares; 2025Q3: 78,788 shares; 2025Q4: 68,227 shares 68,227 $13.1M 0.05% -10,561 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,939 shares; 2024Q4: 164,450 shares; 2025Q1: 93,311 shares; 2025Q2: 95,061 shares; 2025Q3: 52,254 shares; 2025Q4: 84,226 shares 84,226 $13M 0.05% +31,972 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,690 shares; 2024Q4: 179,469 shares; 2025Q1: 287,811 shares; 2025Q2: 250,470 shares; 2025Q3: 286,090 shares; 2025Q4: 253,552 shares 253,552 $12.8M 0.05% -32,538 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: 295,699 shares; 2024Q4: 266,526 shares; 2025Q1: 274,683 shares; 2025Q2: 191,378 shares; 2025Q3: 176,209 shares; 2025Q4: 151,444 shares 151,444 $12.8M 0.05% -24,765 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: 22,412 shares; 2024Q4: 21,974 shares; 2025Q1: 25,124 shares; 2025Q2: 85,819 shares; 2025Q3: 143,530 shares; 2025Q4: 147,144 shares 147,144 $12.6M 0.05% +3,614 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: not reported; 2024Q4: 29,340 shares; 2025Q1: 25,244 shares; 2025Q2: 29,630 shares; 2025Q3: 29,685 shares; 2025Q4: 29,592 shares 29,592 $12.5M 0.05% -93 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,563 shares; 2024Q4: 17,916 shares; 2025Q1: 27,774 shares; 2025Q2: 21,900 shares; 2025Q3: 22,333 shares; 2025Q4: 35,283 shares 35,283 $12.5M 0.05% +12,950 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: 22,846 shares; 2024Q4: 25,983 shares; 2025Q1: 53,797 shares; 2025Q2: 50,826 shares; 2025Q3: 31,752 shares; 2025Q4: 33,011 shares 33,011 $12.2M 0.05% +1,259 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: 2,023 shares; 2024Q4: 14,077 shares; 2025Q1: 6,023 shares; 2025Q2: 94,655 shares; 2025Q3: 94,917 shares; 2025Q4: 95,143 shares 95,143 $12.1M 0.05% +226 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: 81,991 shares; 2024Q4: 81,358 shares; 2025Q1: 102,099 shares; 2025Q2: 100,369 shares; 2025Q3: 94,815 shares; 2025Q4: 94,208 shares 94,208 $11.8M 0.05% -607 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: 138,423 shares; 2024Q4: 141,274 shares; 2025Q1: 143,404 shares; 2025Q2: 150,794 shares; 2025Q3: 148,550 shares; 2025Q4: 149,164 shares 149,164 $11.8M 0.05% +614 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: 87,719 shares; 2024Q4: 399,937 shares; 2025Q1: 342,100 shares; 2025Q2: 296,650 shares; 2025Q3: 309,397 shares; 2025Q4: 455,672 shares 455,672 $11.7M 0.05% +146,275 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,530 shares; 2024Q4: 15,956 shares; 2025Q1: 17,505 shares; 2025Q2: 9,432 shares; 2025Q3: 9,413 shares; 2025Q4: 9,227 shares 9,227 $11.2M 0.05% -186 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 288,958 shares; 2024Q4: 378,163 shares; 2025Q1: 299,106 shares; 2025Q2: 512,108 shares; 2025Q3: 497,228 shares; 2025Q4: 375,208 shares 375,208 $11.2M 0.05% -122,020 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,016 shares; 2024Q4: 158,635 shares; 2025Q1: 162,499 shares; 2025Q2: 166,714 shares; 2025Q3: 170,176 shares; 2025Q4: 163,092 shares 163,092 $11.1M 0.04% -7,084 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 390,801 shares; 2024Q4: 370,718 shares; 2025Q1: 459,317 shares; 2025Q2: 377,199 shares; 2025Q3: 318,934 shares; 2025Q4: 118,165 shares 118,165 $11M 0.04% -200,769 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,181 shares; 2025Q1: 42,268 shares; 2025Q2: 41,511 shares; 2025Q3: 48,943 shares; 2025Q4: 48,297 shares 48,297 $11M 0.04% -646 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: 51,224 shares; 2024Q4: 44,016 shares; 2025Q1: 43,722 shares; 2025Q2: 43,100 shares; 2025Q3: 46,077 shares; 2025Q4: 33,463 shares 33,463 $11M 0.04% -12,614 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: 105,871 shares; 2024Q4: 111,097 shares; 2025Q1: 121,753 shares; 2025Q2: 119,064 shares; 2025Q3: 83,423 shares; 2025Q4: 135,246 shares 135,246 $10.9M 0.04% +51,823 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: 10,232 shares; 2024Q4: 11,512 shares; 2025Q1: 12,425 shares; 2025Q2: 12,299 shares; 2025Q3: 12,265 shares; 2025Q4: 12,375 shares 12,375 $10.9M 0.04% +110 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,949 shares; 2024Q4: 38,658 shares; 2025Q1: 35,883 shares; 2025Q2: 34,996 shares; 2025Q3: 35,868 shares; 2025Q4: 74,343 shares 74,343 $10.7M 0.04% +38,475 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: 55,219 shares; 2024Q4: 34,822 shares; 2025Q1: 29,816 shares; 2025Q2: 40,868 shares; 2025Q3: 64,392 shares; 2025Q4: 71,852 shares 71,852 $10.5M 0.04% +7,460 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: 20,975 shares; 2024Q4: 22,404 shares; 2025Q1: 21,868 shares; 2025Q2: 127,798 shares; 2025Q3: 283,125 shares; 2025Q4: 288,184 shares 288,184 $10.5M 0.04% +5,059 Timeline MCHI 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: 163,130 shares; 2024Q4: 137,853 shares; 2025Q1: 135,363 shares; 2025Q2: 118,463 shares; 2025Q3: 106,118 shares; 2025Q4: 174,648 shares 174,648 $10.5M 0.04% +68,530 Timeline FSV FIRSTSERVICE CORP NEW More: the full row for FIRSTSERVICE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,710 shares; 2025Q1: 29,703 shares; 2025Q2: 30,087 shares; 2025Q3: 30,700 shares; 2025Q4: 67,708 shares 67,708 $10.5M 0.04% +37,008 Timeline FLOT 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: 232,797 shares; 2024Q4: 216,602 shares; 2025Q1: 208,452 shares; 2025Q2: 192,857 shares; 2025Q3: 205,736 shares; 2025Q4: 205,341 shares 205,341 $10.4M 0.04% -395 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,632 shares; 2024Q4: 94,864 shares; 2025Q1: 134,627 shares; 2025Q2: 136,026 shares; 2025Q3: 198,136 shares; 2025Q4: 210,202 shares 210,202 $10.4M 0.04% +12,066 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: 39,937 shares; 2024Q4: 39,600 shares; 2025Q1: 39,438 shares; 2025Q2: 38,920 shares; 2025Q3: 39,029 shares; 2025Q4: 39,280 shares 39,280 $10.3M 0.04% +251 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,175 shares; 2024Q4: 3,645 shares; 2025Q1: 84,623 shares; 2025Q2: 95,422 shares; 2025Q3: 113,140 shares; 2025Q4: 136,305 shares 136,305 $10.3M 0.04% +23,165 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,908 shares; 2024Q4: 24,491 shares; 2025Q1: 21,610 shares; 2025Q2: 22,812 shares; 2025Q3: 28,306 shares; 2025Q4: 29,174 shares 29,174 $10.2M 0.04% +868 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,974 shares; 2024Q4: 57,154 shares; 2025Q1: 58,674 shares; 2025Q2: 59,649 shares; 2025Q3: 79,126 shares; 2025Q4: 83,165 shares 83,165 $10.2M 0.04% +4,039 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: 14,645 shares; 2024Q4: 13,535 shares; 2025Q1: 13,164 shares; 2025Q2: 15,939 shares; 2025Q3: 16,298 shares; 2025Q4: 15,598 shares 15,598 $10.2M 0.04% -700 Timeline GRTUF GRANITE REAL ESTATE INVESTME More: the full row for GRANITE REAL ESTATE INVESTME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 140,651 shares; 2025Q1: 138,306 shares; 2025Q2: 153,608 shares; 2025Q3: 160,023 shares; 2025Q4: 166,659 shares 166,659 $9.88M 0.04% +6,636 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: 25,640 shares; 2024Q4: 22,362 shares; 2025Q1: 24,919 shares; 2025Q2: 30,069 shares; 2025Q3: 38,479 shares; 2025Q4: 44,431 shares 44,431 $9.65M 0.04% +5,952 Timeline EPRX EUPRAXIA PHARMACEUTICALS INC More: the full row for EUPRAXIA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,396,281 shares; 2024Q4: 1,391,719 shares; 2025Q1: 1,552,679 shares; 2025Q2: 1,291,989 shares; 2025Q3: 1,277,885 shares; 2025Q4: 1,286,183 shares 1,286,183 $9.6M 0.04% +8,298 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,288 shares; 2024Q4: 162,511 shares; 2025Q1: 171,171 shares; 2025Q2: 176,798 shares; 2025Q3: 184,364 shares; 2025Q4: 190,760 shares 190,760 $9.59M 0.04% +6,396 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: 718,499 shares; 2024Q4: 729,046 shares; 2025Q1: 603,208 shares; 2025Q2: 528,116 shares; 2025Q3: 425,140 shares; 2025Q4: 384,207 shares 384,207 $9.54M 0.04% -40,933 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,654 shares; 2024Q4: 57,332 shares; 2025Q1: 58,497 shares; 2025Q2: 61,357 shares; 2025Q3: 48,665 shares; 2025Q4: 45,405 shares 45,405 $9.33M 0.04% -3,260 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229,917 shares; 2024Q4: 193,199 shares; 2025Q1: 193,883 shares; 2025Q2: 193,854 shares; 2025Q3: 195,532 shares; 2025Q4: 224,999 shares 224,999 $9.29M 0.04% +29,467 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,686 shares; 2024Q4: 49,638 shares; 2025Q1: 23,473 shares; 2025Q2: 34,125 shares; 2025Q3: 32,866 shares; 2025Q4: 31,266 shares 31,266 $9.23M 0.04% -1,600 Timeline OTEX OPEN TEXT CORP More: the full row for OPEN TEXT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 535,864 shares; 2024Q4: 385,821 shares; 2025Q1: 405,009 shares; 2025Q2: 310,232 shares; 2025Q3: 287,450 shares; 2025Q4: 282,002 shares 282,002 $9.17M 0.04% -5,448 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: 13 shares; 2024Q4: 12 shares; 2025Q1: 11 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 11 shares 11 $9.06M 0.04% -1 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,194 shares; 2025Q1: 3,256 shares; 2025Q2: 2,860 shares; 2025Q3: 4,197 shares; 2025Q4: 13,400 shares 13,400 $9.03M 0.04% +9,203 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,851 shares; 2024Q4: 5,401 shares; 2025Q1: 24,905 shares; 2025Q2: 9,128 shares; 2025Q3: 103,596 shares; 2025Q4: 206,098 shares 206,098 $8.8M 0.04% +102,502 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: 121,079 shares; 2025Q1: 120,789 shares; 2025Q2: 118,743 shares; 2025Q3: 103,872 shares; 2025Q4: 110,725 shares 110,725 $8.79M 0.04% +6,853 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: 200,987 shares; 2024Q4: 198,386 shares; 2025Q1: 163,085 shares; 2025Q2: 173,077 shares; 2025Q3: 138,296 shares; 2025Q4: 166,055 shares 166,055 $8.78M 0.04% +27,759 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,072 shares; 2024Q4: 47,172 shares; 2025Q1: 54,427 shares; 2025Q2: 40,386 shares; 2025Q3: 73,122 shares; 2025Q4: 68,838 shares 68,838 $8.67M 0.03% -4,284 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: 29,651 shares; 2025Q1: 20,646 shares; 2025Q2: 11,362 shares; 2025Q3: 11,615 shares; 2025Q4: 50,254 shares 50,254 $8.6M 0.03% +38,639 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: 3,976 shares; 2024Q4: 3,428 shares; 2025Q1: 6,981 shares; 2025Q2: 7,276 shares; 2025Q3: 17,738 shares; 2025Q4: 14,798 shares 14,798 $8.59M 0.03% -2,940 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: 54,416 shares; 2024Q4: 53,330 shares; 2025Q1: 55,352 shares; 2025Q2: 124,966 shares; 2025Q3: 137,284 shares; 2025Q4: 132,709 shares 132,709 $8.55M 0.03% -4,575 Timeline IEF 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: 70,437 shares; 2024Q4: 93,238 shares; 2025Q1: 113,427 shares; 2025Q2: 102,444 shares; 2025Q3: 100,510 shares; 2025Q4: 87,054 shares 87,054 $8.37M 0.03% -13,456 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: 5,326 shares; 2024Q4: 5,597 shares; 2025Q1: 7,482 shares; 2025Q2: 8,320 shares; 2025Q3: 10,750 shares; 2025Q4: 17,411 shares 17,411 $8.37M 0.03% +6,661 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: 132,042 shares; 2024Q4: 75,758 shares; 2025Q1: 76,477 shares; 2025Q2: 73,207 shares; 2025Q3: 82,986 shares; 2025Q4: 82,685 shares 82,685 $8.25M 0.03% -301 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,058 shares; 2024Q4: 4,439 shares; 2025Q1: 4,199 shares; 2025Q2: 3,779 shares; 2025Q3: 5,034 shares; 2025Q4: 84,962 shares 84,962 $8.25M 0.03% +79,928 Timeline EMB 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: 67,542 shares; 2024Q4: 67,760 shares; 2025Q1: 60,361 shares; 2025Q2: 59,897 shares; 2025Q3: 67,488 shares; 2025Q4: 85,400 shares 85,400 $8.22M 0.03% +17,912 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: 45,662 shares; 2024Q4: 49,425 shares; 2025Q1: 51,413 shares; 2025Q2: 88,710 shares; 2025Q3: 96,536 shares; 2025Q4: 95,059 shares 95,059 $8.08M 0.03% -1,477 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: 20,633 shares; 2024Q4: 16,750 shares; 2025Q1: 16,456 shares; 2025Q2: 12,814 shares; 2025Q3: 13,591 shares; 2025Q4: 16,614 shares 16,614 $8.03M 0.03% +3,023 Timeline IGM 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: 63,955 shares; 2024Q4: 66,913 shares; 2025Q1: 62,614 shares; 2025Q2: 60,878 shares; 2025Q3: 61,236 shares; 2025Q4: 62,182 shares 62,182 $8.03M 0.03% +946 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: 44,628 shares; 2024Q4: 45,764 shares; 2025Q1: 39,734 shares; 2025Q2: 40,986 shares; 2025Q3: 42,538 shares; 2025Q4: 40,059 shares 40,059 $8M 0.03% -2,479 Timeline IHAK 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: 4,152 shares; 2025Q1: 4,839 shares; 2025Q2: 135,726 shares; 2025Q3: 153,529 shares; 2025Q4: 165,997 shares 165,997 $7.99M 0.03% +12,468 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: 23,469 shares; 2024Q4: 24,320 shares; 2025Q1: 23,228 shares; 2025Q2: 22,835 shares; 2025Q3: 32,322 shares; 2025Q4: 37,122 shares 37,122 $7.97M 0.03% +4,800 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: 50,183 shares; 2024Q4: 37,830 shares; 2025Q1: 37,608 shares; 2025Q2: 34,427 shares; 2025Q3: 33,753 shares; 2025Q4: 34,285 shares 34,285 $7.93M 0.03% +532 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: 25,398 shares; 2024Q4: 29,815 shares; 2025Q1: 31,702 shares; 2025Q2: 34,873 shares; 2025Q3: 39,261 shares; 2025Q4: 35,249 shares 35,249 $7.88M 0.03% -4,012 Timeline VGSH 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: 81,888 shares; 2024Q4: 78,754 shares; 2025Q1: 76,078 shares; 2025Q2: 82,008 shares; 2025Q3: 68,326 shares; 2025Q4: 131,581 shares 131,581 $7.73M 0.03% +63,255 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: 260 shares; 2024Q4: 584 shares; 2025Q1: 593 shares; 2025Q2: 2,899 shares; 2025Q3: 3,321 shares; 2025Q4: 3,799 shares 3,799 $7.65M 0.03% +478 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,822 shares; 2024Q4: 53,729 shares; 2025Q1: 54,711 shares; 2025Q2: 35,285 shares; 2025Q3: 39,343 shares; 2025Q4: 27,619 shares 27,619 $7.61M 0.03% -11,724 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: 52,801 shares; 2024Q4: 106,190 shares; 2025Q1: 23,125 shares; 2025Q2: 16,446 shares; 2025Q3: 28,769 shares; 2025Q4: 30,771 shares 30,771 $7.57M 0.03% +2,002 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: 3,455 shares; 2024Q4: 3,384 shares; 2025Q1: 3,209 shares; 2025Q2: 3,222 shares; 2025Q3: 3,563 shares; 2025Q4: 51,971 shares 51,971 $7.41M 0.03% +48,408 Timeline DSGX DESCARTES SYS GROUP INC More: the full row for DESCARTES SYS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,898 shares; 2024Q4: 61,695 shares; 2025Q1: 79,510 shares; 2025Q2: 84,568 shares; 2025Q3: 88,947 shares; 2025Q4: 83,893 shares 83,893 $7.34M 0.03% -5,054 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: 61,705 shares; 2024Q4: 63,733 shares; 2025Q1: 63,982 shares; 2025Q2: 68,962 shares; 2025Q3: 72,142 shares; 2025Q4: 91,832 shares 91,832 $7.26M 0.03% +19,690 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: 36,634 shares; 2024Q4: 34,835 shares; 2025Q1: 34,325 shares; 2025Q2: 34,091 shares; 2025Q3: 34,270 shares; 2025Q4: 34,733 shares 34,733 $7.23M 0.03% +463 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: 89,211 shares; 2024Q4: 94,749 shares; 2025Q1: 85,472 shares; 2025Q2: 87,454 shares; 2025Q3: 89,797 shares; 2025Q4: 90,336 shares 90,336 $7.23M 0.03% +539 Timeline TLH 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: 64,442 shares; 2024Q4: 64,859 shares; 2025Q1: 67,911 shares; 2025Q2: 64,567 shares; 2025Q3: 70,104 shares; 2025Q4: 71,026 shares 71,026 $7.22M 0.03% +922 Timeline SHV 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: 32,980 shares; 2024Q4: 41,400 shares; 2025Q1: 46,219 shares; 2025Q2: 69,140 shares; 2025Q3: 69,718 shares; 2025Q4: 64,712 shares 64,712 $7.13M 0.03% -5,006 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,898 shares; 2024Q4: 50,349 shares; 2025Q1: 64,655 shares; 2025Q2: 64,692 shares; 2025Q3: 68,602 shares; 2025Q4: 69,908 shares 69,908 $7.01M 0.03% +1,306 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,793 shares; 2024Q4: 316,728 shares; 2025Q1: 321,782 shares; 2025Q2: 311,958 shares; 2025Q3: 186,973 shares; 2025Q4: 201,581 shares 201,581 $7M 0.03% +14,608 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,061 shares; 2024Q4: 147,364 shares; 2025Q1: 86,133 shares; 2025Q2: 81,650 shares; 2025Q3: 93,975 shares; 2025Q4: 156,542 shares 156,542 $7M 0.03% +62,567 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN 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: 44,418 shares 44,418 $6.96M 0.03% new 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: 68,946 shares; 2024Q4: 78,361 shares; 2025Q1: 80,094 shares; 2025Q2: 73,288 shares; 2025Q3: 67,912 shares; 2025Q4: 69,339 shares 69,339 $6.93M 0.03% +1,427 Timeline SLQD 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: 232,751 shares; 2024Q4: 232,124 shares; 2025Q1: 251,518 shares; 2025Q2: 130,585 shares; 2025Q3: 133,497 shares; 2025Q4: 136,027 shares 136,027 $6.9M 0.03% +2,530 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: 47,100 shares; 2024Q4: 47,610 shares; 2025Q1: 48,982 shares; 2025Q2: 48,737 shares; 2025Q3: 50,181 shares; 2025Q4: 49,713 shares 49,713 $6.77M 0.03% -468 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: 17,256 shares; 2024Q4: 19,314 shares; 2025Q1: 20,801 shares; 2025Q2: 20,880 shares; 2025Q3: 21,495 shares; 2025Q4: 23,191 shares 23,191 $6.68M 0.03% +1,696 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: 136,765 shares; 2024Q4: 143,613 shares; 2025Q1: 125,082 shares; 2025Q2: 125,171 shares; 2025Q3: 123,675 shares; 2025Q4: 113,763 shares 113,763 $6.64M 0.03% -9,912 Timeline IYG 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: 68,356 shares; 2024Q4: 67,289 shares; 2025Q1: 67,143 shares; 2025Q2: 72,676 shares; 2025Q3: 72,683 shares; 2025Q4: 71,802 shares 71,802 $6.62M 0.03% -881 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,178 shares; 2024Q4: 22,989 shares; 2025Q1: 23,009 shares; 2025Q2: 22,491 shares; 2025Q3: 22,746 shares; 2025Q4: 46,406 shares 46,406 $6.56M 0.03% +23,660 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: 46,529 shares; 2024Q4: 46,747 shares; 2025Q1: 43,410 shares; 2025Q2: 44,901 shares; 2025Q3: 47,053 shares; 2025Q4: 47,469 shares 47,469 $6.54M 0.03% +416 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: 138,317 shares; 2024Q4: 181,552 shares; 2025Q1: 187,397 shares; 2025Q2: 228,514 shares; 2025Q3: 210,167 shares; 2025Q4: 180,333 shares 180,333 $6.54M 0.03% -29,834 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: 49,319 shares; 2024Q4: 38,184 shares; 2025Q1: 66,166 shares; 2025Q2: 75,930 shares; 2025Q3: 75,157 shares; 2025Q4: 79,586 shares 79,586 $6.46M 0.03% +4,429 Timeline WFG WEST FRASER TIMBER CO LTD More: the full row for WEST FRASER TIMBER CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,452 shares; 2024Q4: 105,796 shares; 2025Q1: 47,575 shares; 2025Q2: 41,066 shares; 2025Q3: 48,743 shares; 2025Q4: 105,639 shares 105,639 $6.37M 0.03% +56,896 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: 37,001 shares; 2024Q4: 46,792 shares; 2025Q1: 49,668 shares; 2025Q2: 47,877 shares; 2025Q3: 44,090 shares; 2025Q4: 39,636 shares 39,636 $6.36M 0.03% -4,454 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,475 shares; 2024Q4: 19,445 shares; 2025Q1: 14,469 shares; 2025Q2: 19,609 shares; 2025Q3: 22,277 shares; 2025Q4: 21,774 shares 21,774 $6.32M 0.03% -503 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,629 shares; 2025Q2: 23,374 shares; 2025Q3: 25,308 shares; 2025Q4: 56,547 shares 56,547 $6.24M 0.03% +31,239 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,266 shares; 2024Q4: 29,655 shares; 2025Q1: 29,263 shares; 2025Q2: 21,062 shares; 2025Q3: 27,695 shares; 2025Q4: 29,787 shares 29,787 $6.22M 0.03% +2,092 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: 13,425 shares; 2024Q4: 15,825 shares; 2025Q1: 15,825 shares; 2025Q2: 66,662 shares; 2025Q3: 66,058 shares; 2025Q4: 74,301 shares 74,301 $6.21M 0.02% +8,243 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,357 shares; 2024Q4: 108,238 shares; 2025Q1: 108,809 shares; 2025Q2: 112,409 shares; 2025Q3: 78,516 shares; 2025Q4: 62,208 shares 62,208 $6.17M 0.02% -16,308 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,446 shares; 2024Q4: 2,495 shares; 2025Q1: 4,383 shares; 2025Q2: 1,359 shares; 2025Q3: 19,051 shares; 2025Q4: 27,211 shares 27,211 $6.16M 0.02% +8,160 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,254 shares; 2024Q4: 31,794 shares; 2025Q1: 34,732 shares; 2025Q2: 34,880 shares; 2025Q3: 36,520 shares; 2025Q4: 39,430 shares 39,430 $6.12M 0.02% +2,910 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: not reported; 2024Q4: not reported; 2025Q1: 16,509 shares; 2025Q2: 14,009 shares; 2025Q3: 24,557 shares; 2025Q4: 53,623 shares 53,623 $6.06M 0.02% +29,066 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: 10,240 shares; 2024Q4: 15,869 shares; 2025Q1: 19,217 shares; 2025Q2: 22,480 shares; 2025Q3: 23,547 shares; 2025Q4: 37,529 shares 37,529 $6.05M 0.02% +13,982 Timeline GOVT 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: 321,544 shares; 2024Q4: 365,628 shares; 2025Q1: 376,802 shares; 2025Q2: 372,640 shares; 2025Q3: 256,784 shares; 2025Q4: 261,936 shares 261,936 $6.03M 0.02% +5,152 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,946 shares; 2024Q4: 117,152 shares; 2025Q1: 127,087 shares; 2025Q2: 131,644 shares; 2025Q3: 143,427 shares; 2025Q4: 152,575 shares 152,575 $5.97M 0.02% +9,148 Timeline QXO QXO INC More: the full row for QXO 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: 297,049 shares; 2025Q4: 309,167 shares 309,167 $5.96M 0.02% +12,118 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: not reported; 2024Q4: 472 shares; 2025Q1: 1,328 shares; 2025Q2: 1,869 shares; 2025Q3: 2,219 shares; 2025Q4: 10,389 shares 10,389 $5.9M 0.02% +8,170 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,260 shares; 2024Q4: 63,776 shares; 2025Q1: 67,545 shares; 2025Q2: 55,354 shares; 2025Q3: 66,845 shares; 2025Q4: 57,349 shares 57,349 $5.9M 0.02% -9,496 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: 124,213 shares; 2024Q4: 117,407 shares; 2025Q1: 152,491 shares; 2025Q2: 123,169 shares; 2025Q3: 117,011 shares; 2025Q4: 91,688 shares 91,688 $5.88M 0.02% -25,323 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,211 shares; 2024Q4: 188,819 shares; 2025Q1: 175,232 shares; 2025Q2: 192,219 shares; 2025Q3: 135,787 shares; 2025Q4: 144,436 shares 144,436 $5.84M 0.02% +8,649 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,047 shares; 2024Q4: 179,573 shares; 2025Q1: 245,251 shares; 2025Q2: 251,668 shares; 2025Q3: 179,900 shares; 2025Q4: 206,901 shares 206,901 $5.82M 0.02% +27,001 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: 90,114 shares; 2024Q4: 55,561 shares; 2025Q1: 59,700 shares; 2025Q2: 39,424 shares; 2025Q3: 38,689 shares; 2025Q4: 38,053 shares 38,053 $5.8M 0.02% -636 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: 53,980 shares; 2024Q4: 60,904 shares; 2025Q1: 61,664 shares; 2025Q2: 76,773 shares; 2025Q3: 68,130 shares; 2025Q4: 72,249 shares 72,249 $5.76M 0.02% +4,119 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: 1,394 shares; 2024Q4: 1,551 shares; 2025Q1: 1,563 shares; 2025Q2: 1,657 shares; 2025Q3: 1,705 shares; 2025Q4: 1,698 shares 1,698 $5.76M 0.02% -7 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,786 shares; 2025Q1: 7,841 shares; 2025Q2: 10,980 shares; 2025Q3: 13,495 shares; 2025Q4: 17,037 shares 17,037 $5.75M 0.02% +3,542 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,994 shares; 2024Q4: 28,831 shares; 2025Q1: 28,456 shares; 2025Q2: 10,854 shares; 2025Q3: 11,583 shares; 2025Q4: 29,471 shares 29,471 $5.73M 0.02% +17,888 Timeline BTE BAYTEX ENERGY CORP More: the full row for BAYTEX ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,414,019 shares; 2024Q4: 2,031,665 shares; 2025Q1: 1,843,380 shares; 2025Q2: 1,826,767 shares; 2025Q3: 1,755,985 shares; 2025Q4: 1,758,432 shares 1,758,432 $5.68M 0.02% +2,447 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I 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: 50,695 shares; 2025Q3: 248,367 shares; 2025Q4: 223,841 shares 223,841 $5.54M 0.02% -24,526 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY 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: 23,632 shares; 2025Q2: 32,607 shares; 2025Q3: 35,044 shares; 2025Q4: 42,289 shares 42,289 $5.4M 0.02% +7,245 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,184 shares; 2024Q4: 25,222 shares; 2025Q1: 25,288 shares; 2025Q2: 25,185 shares; 2025Q3: 25,049 shares; 2025Q4: 24,605 shares 24,605 $5.35M 0.02% -444 Timeline ATS ATS CORPORATION More: the full row for ATS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,906 shares; 2024Q4: 191,803 shares; 2025Q1: 196,261 shares; 2025Q2: 203,774 shares; 2025Q3: 209,018 shares; 2025Q4: 195,019 shares 195,019 $5.35M 0.02% -13,999 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: 3,215 shares; 2024Q4: 11,151 shares; 2025Q1: 9,139 shares; 2025Q2: 17,830 shares; 2025Q3: 18,850 shares; 2025Q4: 37,452 shares 37,452 $5.28M 0.02% +18,602 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: 32,553 shares; 2024Q4: 32,998 shares; 2025Q1: 33,726 shares; 2025Q2: 35,023 shares; 2025Q3: 33,808 shares; 2025Q4: 34,920 shares 34,920 $5.28M 0.02% +1,112 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: 24,613 shares; 2024Q4: 29,832 shares; 2025Q1: 33,277 shares; 2025Q2: 34,070 shares; 2025Q3: 35,531 shares; 2025Q4: 36,773 shares 36,773 $5.19M 0.02% +1,242 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,027 shares; 2024Q4: 28,451 shares; 2025Q1: 31,237 shares; 2025Q2: 28,472 shares; 2025Q3: 28,652 shares; 2025Q4: 39,340 shares 39,340 $5.13M 0.02% +10,688 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: 96,370 shares; 2024Q4: 89,035 shares; 2025Q1: 77,317 shares; 2025Q2: 97,210 shares; 2025Q3: 84,194 shares; 2025Q4: 88,959 shares 88,959 $5.13M 0.02% +4,765 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,939 shares; 2025Q2: 14,342 shares; 2025Q3: 15,360 shares; 2025Q4: 15,379 shares 15,379 $5.11M 0.02% +19 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: 18,747 shares; 2024Q4: 31,430 shares; 2025Q1: 31,800 shares; 2025Q2: 31,589 shares; 2025Q3: 33,430 shares; 2025Q4: 29,274 shares 29,274 $5.08M 0.02% -4,156 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: 77,641 shares; 2024Q4: 70,327 shares; 2025Q1: 74,921 shares; 2025Q2: 67,604 shares; 2025Q3: 62,077 shares; 2025Q4: 57,729 shares 57,729 $5.05M 0.02% -4,348 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: 229,546 shares; 2024Q4: 262,331 shares; 2025Q1: 269,862 shares; 2025Q2: 303,008 shares; 2025Q3: 306,193 shares; 2025Q4: 178,818 shares 178,818 $5.02M 0.02% -127,375 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: 15,760 shares; 2024Q4: 15,794 shares; 2025Q1: 14,989 shares; 2025Q2: 15,093 shares; 2025Q3: 15,683 shares; 2025Q4: 52,474 shares 52,474 $5M 0.02% +36,791 Timeline MTUM 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: 21,533 shares; 2024Q4: 13,229 shares; 2025Q1: 20,424 shares; 2025Q2: 19,264 shares; 2025Q3: 19,210 shares; 2025Q4: 19,815 shares 19,815 $4.96M 0.02% +605 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,148 shares; 2024Q4: 81,978 shares; 2025Q1: 79,733 shares; 2025Q2: 66,206 shares; 2025Q3: 65,403 shares; 2025Q4: 78,948 shares 78,948 $4.92M 0.02% +13,545 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: 166,687 shares; 2024Q4: 157,880 shares; 2025Q1: 203,076 shares; 2025Q2: 197,376 shares; 2025Q3: 139,085 shares; 2025Q4: 160,749 shares 160,749 $4.88M 0.02% +21,664 Timeline OR OR ROYALTIES INC. More: the full row for OR ROYALTIES 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: 13,332 shares; 2025Q3: 129,177 shares; 2025Q4: 137,685 shares 137,685 $4.87M 0.02% +8,508 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: 7,717 shares; 2024Q4: 7,691 shares; 2025Q1: 7,294 shares; 2025Q2: 7,692 shares; 2025Q3: 9,289 shares; 2025Q4: 9,251 shares 9,251 $4.83M 0.02% -38 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,421 shares; 2024Q4: 26,349 shares; 2025Q1: 25,795 shares; 2025Q2: 28,839 shares; 2025Q3: 63,243 shares; 2025Q4: 58,844 shares 58,844 $4.83M 0.02% -4,399 Timeline SPEU 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: not reported; 2024Q4: not reported; 2025Q1: 94,768 shares; 2025Q2: 79,598 shares; 2025Q3: 81,993 shares; 2025Q4: 89,441 shares 89,441 $4.66M 0.02% +7,448 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: 20,501 shares; 2024Q4: 20,475 shares; 2025Q1: 16,682 shares; 2025Q2: 17,602 shares; 2025Q3: 15,356 shares; 2025Q4: 16,042 shares 16,042 $4.63M 0.02% +686 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,812 shares; 2025Q1: 35,559 shares; 2025Q2: 60,134 shares; 2025Q3: 58,298 shares; 2025Q4: 53,842 shares 53,842 $4.6M 0.02% -4,456 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: 55,178 shares; 2024Q4: 62,574 shares; 2025Q1: 37,519 shares; 2025Q2: 38,969 shares; 2025Q3: 37,412 shares; 2025Q4: 37,218 shares 37,218 $4.54M 0.02% -194 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: 15,609 shares; 2024Q4: 15,910 shares; 2025Q1: 29,457 shares; 2025Q2: 33,183 shares; 2025Q3: 34,359 shares; 2025Q4: 18,362 shares 18,362 $4.54M 0.02% -15,997 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,957 shares; 2024Q4: 55,132 shares; 2025Q1: 57,417 shares; 2025Q2: 55,572 shares; 2025Q3: 63,374 shares; 2025Q4: 56,964 shares 56,964 $4.5M 0.02% -6,410 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,599 shares; 2024Q4: 9,197 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,122 shares 28,122 $4.48M 0.02% new 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: 11,352 shares; 2024Q4: 9,827 shares; 2025Q1: 10,112 shares; 2025Q2: 9,545 shares; 2025Q3: 9,730 shares; 2025Q4: 10,497 shares 10,497 $4.48M 0.02% +767 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: 9,894 shares; 2024Q4: 10,670 shares; 2025Q1: 8,840 shares; 2025Q2: 9,231 shares; 2025Q3: 9,565 shares; 2025Q4: 12,633 shares 12,633 $4.46M 0.02% +3,068 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP 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: 36,470 shares 36,470 $4.45M 0.02% new Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,780 shares; 2024Q4: 6,316 shares; 2025Q1: 18,271 shares; 2025Q2: 6,573 shares; 2025Q3: 6,542 shares; 2025Q4: 27,835 shares 27,835 $4.43M 0.02% +21,293 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP 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: 54,484 shares 54,484 $4.4M 0.02% new 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: 148,683 shares; 2024Q4: 190,154 shares; 2025Q1: 169,870 shares; 2025Q2: 172,658 shares; 2025Q3: 179,571 shares; 2025Q4: 81,152 shares 81,152 $4.37M 0.02% -98,419 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,311 shares; 2024Q4: 33,925 shares; 2025Q1: 73,458 shares; 2025Q2: 71,940 shares; 2025Q3: 74,039 shares; 2025Q4: 72,241 shares 72,241 $4.36M 0.02% -1,798 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: 18,333 shares; 2024Q4: 18,837 shares; 2025Q1: 19,190 shares; 2025Q2: 18,859 shares; 2025Q3: 19,548 shares; 2025Q4: 20,176 shares 20,176 $4.27M 0.02% +628 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,717 shares; 2024Q4: 126,325 shares; 2025Q1: 139,844 shares; 2025Q2: 193,978 shares; 2025Q3: 181,451 shares; 2025Q4: 183,529 shares 183,529 $4.27M 0.02% +2,078 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II 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: 65,738 shares; 2025Q4: 82,360 shares 82,360 $4.26M 0.02% +16,622 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,522 shares; 2024Q4: 6,680 shares; 2025Q1: 6,714 shares; 2025Q2: 7,621 shares; 2025Q3: 8,847 shares; 2025Q4: 8,319 shares 8,319 $4.25M 0.02% -528 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,995 shares; 2024Q4: 6,590 shares; 2025Q1: 7,242 shares; 2025Q2: 9,595 shares; 2025Q3: 41,136 shares; 2025Q4: 37,094 shares 37,094 $4.22M 0.02% -4,042 Timeline AQN ALGONQUIN POWER & UTILITIES More: the full row for ALGONQUIN POWER & UTILITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,413,957 shares; 2024Q4: 1,927,107 shares; 2025Q1: 1,780,044 shares; 2025Q2: 878,597 shares; 2025Q3: 787,605 shares; 2025Q4: 684,990 shares 684,990 $4.21M 0.02% -102,615 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: 47,401 shares; 2024Q4: 44,303 shares; 2025Q1: 44,462 shares; 2025Q2: 43,559 shares; 2025Q3: 59,575 shares; 2025Q4: 59,925 shares 59,925 $4.18M 0.02% +350 Timeline XME 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: 43,320 shares; 2024Q4: 42,186 shares; 2025Q1: 38,552 shares; 2025Q2: 39,651 shares; 2025Q3: 37,334 shares; 2025Q4: 40,272 shares 40,272 $4.17M 0.02% +2,938 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: 18,444 shares; 2024Q4: 19,345 shares; 2025Q1: 19,060 shares; 2025Q2: 21,327 shares; 2025Q3: 21,033 shares; 2025Q4: 16,187 shares 16,187 $4.16M 0.02% -4,846 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: 11,385 shares; 2024Q4: 25,984 shares; 2025Q1: 12,493 shares; 2025Q2: 18,908 shares; 2025Q3: 27,348 shares; 2025Q4: 30,182 shares 30,182 $4.08M 0.02% +2,834 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: 14,621 shares; 2024Q4: 13,747 shares; 2025Q1: 10,037 shares; 2025Q2: 10,424 shares; 2025Q3: 13,791 shares; 2025Q4: 12,032 shares 12,032 $4.05M 0.02% -1,759 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: 95,441 shares; 2024Q4: 70,653 shares; 2025Q1: 43,674 shares; 2025Q2: 28,804 shares; 2025Q3: 25,329 shares; 2025Q4: 25,168 shares 25,168 $4.03M 0.02% -161 Timeline CWAN CLEARWATER ANALYTICS HLDGS I More: the full row for CLEARWATER ANALYTICS HLDGS I 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: 164,739 shares; 2025Q4: 166,564 shares 166,564 $4.02M 0.02% +1,825 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: 13,363 shares; 2024Q4: 14,527 shares; 2025Q1: 28,081 shares; 2025Q2: 30,228 shares; 2025Q3: 32,021 shares; 2025Q4: 34,445 shares 34,445 $4M 0.02% +2,424 Timeline SRE SEMPRA More: the full row for SEMPRA 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: 45,108 shares 45,108 $3.98M 0.02% new 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: 393,449 shares; 2024Q4: 278,305 shares; 2025Q1: 269,497 shares; 2025Q2: 288,557 shares; 2025Q3: 295,303 shares; 2025Q4: 132,761 shares 132,761 $3.97M 0.02% -162,542 Timeline HACK 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: 22,788 shares; 2024Q4: 23,397 shares; 2025Q1: 23,833 shares; 2025Q2: 35,605 shares; 2025Q3: 45,665 shares; 2025Q4: 49,341 shares 49,341 $3.97M 0.02% +3,676 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,669 shares; 2024Q4: 21,295 shares; 2025Q1: 23,151 shares; 2025Q2: 22,917 shares; 2025Q3: 25,992 shares; 2025Q4: 24,127 shares 24,127 $3.93M 0.02% -1,865 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: 29,000 shares; 2024Q4: 29,362 shares; 2025Q1: 26,131 shares; 2025Q2: 28,916 shares; 2025Q3: 30,682 shares; 2025Q4: 38,775 shares 38,775 $3.91M 0.02% +8,093 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: 4,707 shares; 2024Q4: 4,963 shares; 2025Q1: 4,950 shares; 2025Q2: 5,410 shares; 2025Q3: 4,992 shares; 2025Q4: 5,854 shares 5,854 $3.88M 0.02% +862 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: 155,500 shares; 2024Q4: 146,796 shares; 2025Q1: 131,833 shares; 2025Q2: 125,733 shares; 2025Q3: 96,923 shares; 2025Q4: 104,737 shares 104,737 $3.86M 0.02% +7,814 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,564 shares; 2024Q4: 23,106 shares; 2025Q1: 19,553 shares; 2025Q2: 13,112 shares; 2025Q3: 10,658 shares; 2025Q4: 9,778 shares 9,778 $3.8M 0.02% -880 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,380 shares; 2024Q4: 122,474 shares; 2025Q1: 112,354 shares; 2025Q2: 110,406 shares; 2025Q3: 89,412 shares; 2025Q4: 78,569 shares 78,569 $3.8M 0.02% -10,843 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,408 shares; 2024Q4: 24,078 shares; 2025Q1: 40,726 shares; 2025Q2: 40,066 shares; 2025Q3: 38,252 shares; 2025Q4: 37,466 shares 37,466 $3.74M 0.02% -786 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,671 shares; 2024Q4: 14,807 shares; 2025Q1: 29,031 shares; 2025Q2: 15,260 shares; 2025Q3: 16,627 shares; 2025Q4: 16,657 shares 16,657 $3.74M 0.02% +30 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: 33,981 shares; 2024Q4: 32,647 shares; 2025Q1: 31,254 shares; 2025Q2: 22,574 shares; 2025Q3: 23,271 shares; 2025Q4: 19,121 shares 19,121 $3.71M 0.01% -4,150 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,573 shares; 2024Q4: 202,825 shares; 2025Q1: 212,115 shares; 2025Q2: 190,734 shares; 2025Q3: 212,271 shares; 2025Q4: 213,213 shares 213,213 $3.68M 0.01% +942 Timeline SABA SABA CAPITAL INCOME & OPPORT More: the full row for SABA CAPITAL INCOME & OPPORT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,609 shares; 2024Q4: 230,479 shares; 2025Q1: 274,595 shares; 2025Q2: 364,172 shares; 2025Q3: 428,883 shares; 2025Q4: 437,492 shares 437,492 $3.61M 0.01% +8,609 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: 77,875 shares; 2024Q4: 85,797 shares; 2025Q1: 77,760 shares; 2025Q2: 68,780 shares; 2025Q3: 66,636 shares; 2025Q4: 64,960 shares 64,960 $3.55M 0.01% -1,676 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,737 shares; 2024Q4: 13,919 shares; 2025Q1: 14,723 shares; 2025Q2: 14,779 shares; 2025Q3: 14,931 shares; 2025Q4: 15,932 shares 15,932 $3.55M 0.01% +1,001 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,846 shares; 2024Q4: 38,653 shares; 2025Q1: 51,411 shares; 2025Q2: 48,468 shares; 2025Q3: 52,623 shares; 2025Q4: 62,564 shares 62,564 $3.54M 0.01% +9,941 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: 14,503 shares; 2024Q4: 41,403 shares; 2025Q1: 11,193 shares; 2025Q2: 16,829 shares; 2025Q3: 51,578 shares; 2025Q4: 43,497 shares 43,497 $3.51M 0.01% -8,081 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 63,806 shares; 2025Q4: 73,077 shares 73,077 $3.44M 0.01% +9,271 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,999 shares; 2024Q4: 48,977 shares; 2025Q1: 49,672 shares; 2025Q2: 49,083 shares; 2025Q3: 48,665 shares; 2025Q4: 48,691 shares 48,691 $3.43M 0.01% +26 Timeline HBM HUDBAY MINERALS INC More: the full row for HUDBAY MINERALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,129 shares; 2024Q4: 91,472 shares; 2025Q1: 197,867 shares; 2025Q2: 210,311 shares; 2025Q3: 183,818 shares; 2025Q4: 173,934 shares 173,934 $3.42M 0.01% -9,884 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,689 shares; 2024Q4: 5,574 shares; 2025Q1: 4,267 shares; 2025Q2: 3,274 shares; 2025Q3: 3,254 shares; 2025Q4: 4,188 shares 4,188 $3.39M 0.01% +934 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,849 shares; 2024Q4: 44,018 shares; 2025Q1: 34,788 shares; 2025Q2: 47,353 shares; 2025Q3: 54,843 shares; 2025Q4: 59,027 shares 59,027 $3.38M 0.01% +4,184 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,851 shares; 2024Q4: 58,286 shares; 2025Q1: 54,807 shares; 2025Q2: 48,974 shares; 2025Q3: 50,812 shares; 2025Q4: 43,860 shares 43,860 $3.37M 0.01% -6,952 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,203 shares; 2024Q4: 14,262 shares; 2025Q1: 14,411 shares; 2025Q2: 14,403 shares; 2025Q3: 14,362 shares; 2025Q4: 14,382 shares 14,382 $3.37M 0.01% +20 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: 26,470 shares; 2024Q4: 30,681 shares; 2025Q1: 32,084 shares; 2025Q2: 32,562 shares; 2025Q3: 52,770 shares; 2025Q4: 44,780 shares 44,780 $3.32M 0.01% -7,990 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,970 shares; 2024Q4: 27,702 shares; 2025Q1: 27,968 shares; 2025Q2: 28,356 shares; 2025Q3: 22,810 shares; 2025Q4: 23,046 shares 23,046 $3.31M 0.01% +236 Timeline ITB 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: 36,554 shares; 2024Q4: 35,982 shares; 2025Q1: 53,584 shares; 2025Q2: 34,940 shares; 2025Q3: 35,499 shares; 2025Q4: 34,155 shares 34,155 $3.29M 0.01% -1,344 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: 42,653 shares; 2024Q4: 42,016 shares; 2025Q1: 40,900 shares; 2025Q2: 41,784 shares; 2025Q3: 44,202 shares; 2025Q4: 63,494 shares 63,494 $3.29M 0.01% +19,292 Timeline PCAR PACCAR INC More: the full row for PACCAR 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: 27,693 shares; 2025Q4: 29,867 shares 29,867 $3.27M 0.01% +2,174 Timeline EWC 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: 42,814 shares; 2024Q4: 43,180 shares; 2025Q1: 127,560 shares; 2025Q2: 126,988 shares; 2025Q3: 66,813 shares; 2025Q4: 60,631 shares 60,631 $3.27M 0.01% -6,182 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: 4,962 shares; 2024Q4: 5,166 shares; 2025Q1: 5,251 shares; 2025Q2: 5,990 shares; 2025Q3: 5,685 shares; 2025Q4: 5,738 shares 5,738 $3.25M 0.01% +53 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,228 shares; 2025Q4: 43,284 shares 43,284 $3.24M 0.01% +3,056 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: 6,049 shares; 2024Q4: 8,340 shares; 2025Q1: 9,760 shares; 2025Q2: 10,021 shares; 2025Q3: 8,113 shares; 2025Q4: 8,237 shares 8,237 $3.2M 0.01% +124 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: 3,259 shares; 2024Q4: 4,290 shares; 2025Q1: 13,811 shares; 2025Q2: 13,706 shares; 2025Q3: 14,202 shares; 2025Q4: 15,030 shares 15,030 $3.19M 0.01% +828 Timeline SMTC SEMTECH CORP More: the full row for SEMTECH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 56,464 shares; 2025Q1: 40,544 shares; 2025Q2: 42,258 shares; 2025Q3: 42,365 shares; 2025Q4: 42,603 shares 42,603 $3.14M 0.01% +238 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: 3,862 shares; 2024Q4: 3,417 shares; 2025Q1: 3,055 shares; 2025Q2: 2,795 shares; 2025Q3: 2,739 shares; 2025Q4: 13,000 shares 13,000 $3.13M 0.01% +10,261 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,143 shares; 2025Q3: 11,777 shares; 2025Q4: 12,238 shares 12,238 $3.13M 0.01% +461 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: 848,536 shares; 2024Q4: 581,325 shares; 2025Q1: 328,041 shares; 2025Q2: 317,231 shares; 2025Q3: 219,933 shares; 2025Q4: 246,564 shares 246,564 $3.11M 0.01% +26,631 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: 49,253 shares; 2024Q4: 52,404 shares; 2025Q1: 53,940 shares; 2025Q2: 55,290 shares; 2025Q3: 56,059 shares; 2025Q4: 57,448 shares 57,448 $3.11M 0.01% +1,389 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: 6,894 shares; 2024Q4: 5,948 shares; 2025Q1: 5,638 shares; 2025Q2: 5,777 shares; 2025Q3: 6,413 shares; 2025Q4: 6,648 shares 6,648 $3.1M 0.01% +235 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,379 shares; 2024Q4: 23,093 shares; 2025Q1: 25,412 shares; 2025Q2: 29,271 shares; 2025Q3: 38,501 shares; 2025Q4: 30,070 shares 30,070 $3.09M 0.01% -8,431 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: 506 shares; 2024Q4: 542 shares; 2025Q1: 937 shares; 2025Q2: 27,359 shares; 2025Q3: 28,916 shares; 2025Q4: 33,826 shares 33,826 $3.09M 0.01% +4,910 Timeline RSPD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,687 shares; 2024Q4: 38,518 shares; 2025Q1: 42,478 shares; 2025Q2: 51,552 shares; 2025Q3: 49,764 shares; 2025Q4: 53,543 shares 53,543 $3.05M 0.01% +3,779 Timeline OEF 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: 8,772 shares; 2024Q4: 9,021 shares; 2025Q1: 9,054 shares; 2025Q2: 8,952 shares; 2025Q3: 8,878 shares; 2025Q4: 8,899 shares 8,899 $3.05M 0.01% +21 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: 61,404 shares; 2024Q4: 65,515 shares; 2025Q1: 73,539 shares; 2025Q2: 48,296 shares; 2025Q3: 46,291 shares; 2025Q4: 44,210 shares 44,210 $3.03M 0.01% -2,081 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: 16,111 shares; 2024Q4: 11,863 shares; 2025Q1: 9,588 shares; 2025Q2: 9,290 shares; 2025Q3: 9,698 shares; 2025Q4: 9,988 shares 9,988 $3.01M 0.01% +290 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,031 shares; 2024Q4: 17,094 shares; 2025Q1: 5,822 shares; 2025Q2: 19,651 shares; 2025Q3: 19,719 shares; 2025Q4: 19,778 shares 19,778 $2.97M 0.01% +59 Timeline TLT 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: 38,728 shares; 2024Q4: 34,148 shares; 2025Q1: 33,046 shares; 2025Q2: 42,127 shares; 2025Q3: 41,018 shares; 2025Q4: 34,078 shares 34,078 $2.97M 0.01% -6,940 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,896 shares; 2025Q2: 8,892 shares; 2025Q3: 8,873 shares; 2025Q4: 8,276 shares 8,276 $2.93M 0.01% -597 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: 21,879 shares; 2024Q4: 20,588 shares; 2025Q1: 19,374 shares; 2025Q2: 15,481 shares; 2025Q3: 18,294 shares; 2025Q4: 75,540 shares 75,540 $2.91M 0.01% +57,246 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: 64,888 shares; 2025Q4: 76,931 shares 76,931 $2.91M 0.01% +12,043 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: 9,282 shares; 2024Q4: 9,982 shares; 2025Q1: 10,335 shares; 2025Q2: 9,887 shares; 2025Q3: 11,222 shares; 2025Q4: 11,181 shares 11,181 $2.88M 0.01% -41 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,876 shares; 2024Q4: 16,749 shares; 2025Q1: 225,621 shares; 2025Q2: 249,893 shares; 2025Q3: 240,956 shares; 2025Q4: 244,117 shares 244,117 $2.86M 0.01% +3,161 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,751 shares; 2024Q4: 20,952 shares; 2025Q1: 23,958 shares; 2025Q2: 27,028 shares; 2025Q3: 27,248 shares; 2025Q4: 17,620 shares 17,620 $2.85M 0.01% -9,628 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: 58,969 shares; 2024Q4: 39,059 shares; 2025Q1: 38,508 shares; 2025Q2: 38,404 shares; 2025Q3: 38,457 shares; 2025Q4: 38,701 shares 38,701 $2.85M 0.01% +244 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,667 shares; 2024Q4: 3,705 shares; 2025Q1: 3,699 shares; 2025Q2: 12,690 shares; 2025Q3: 18,164 shares; 2025Q4: 15,185 shares 15,185 $2.83M 0.01% -2,979 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 479,962 shares; 2024Q4: 472,658 shares; 2025Q1: 458,084 shares; 2025Q2: 459,571 shares; 2025Q3: 462,353 shares; 2025Q4: 456,321 shares 456,321 $2.82M 0.01% -6,032 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS 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: 106,186 shares; 2025Q2: 103,470 shares; 2025Q3: 104,995 shares; 2025Q4: 108,688 shares 108,688 $2.77M 0.01% +3,693 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,787 shares; 2024Q4: 3,516 shares; 2025Q1: 4,586 shares; 2025Q2: 9,707 shares; 2025Q3: 16,396 shares; 2025Q4: 18,762 shares 18,762 $2.72M 0.01% +2,366 Timeline VOX 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: 10,657 shares; 2024Q4: 8,567 shares; 2025Q1: 9,489 shares; 2025Q2: 13,060 shares; 2025Q3: 12,035 shares; 2025Q4: 13,880 shares 13,880 $2.69M 0.01% +1,845 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: 34,091 shares; 2024Q4: 14,785 shares; 2025Q1: 30,193 shares; 2025Q2: 37,747 shares; 2025Q3: 35,969 shares; 2025Q4: 31,727 shares 31,727 $2.68M 0.01% -4,242 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS 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: 31,561 shares; 2025Q2: 31,870 shares; 2025Q3: 33,117 shares; 2025Q4: 33,913 shares 33,913 $2.67M 0.01% +796 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,982 shares; 2024Q4: 31,733 shares; 2025Q1: 31,555 shares; 2025Q2: 29,836 shares; 2025Q3: 36,687 shares; 2025Q4: 37,802 shares 37,802 $2.65M 0.01% +1,115 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: 1,188 shares; 2024Q4: 805 shares; 2025Q1: 1,076 shares; 2025Q2: 1,168 shares; 2025Q3: 1,190 shares; 2025Q4: 1,219 shares 1,219 $2.62M 0.01% +29 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,776 shares; 2024Q4: 226,106 shares; 2025Q1: 244,143 shares; 2025Q2: 365,040 shares; 2025Q3: 282,450 shares; 2025Q4: 358,462 shares 358,462 $2.62M 0.01% +76,012 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 163,698 shares; 2025Q1: 190,636 shares; 2025Q2: 156,621 shares; 2025Q3: 199,381 shares; 2025Q4: 199,954 shares 199,954 $2.61M 0.01% +573 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,398 shares; 2024Q4: 16,547 shares; 2025Q1: 15,932 shares; 2025Q2: 11,719 shares; 2025Q3: 16,927 shares; 2025Q4: 12,640 shares 12,640 $2.59M 0.01% -4,287 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,460 shares; 2024Q4: 35,056 shares; 2025Q1: 29,890 shares; 2025Q2: 62,921 shares; 2025Q3: 62,216 shares; 2025Q4: 64,298 shares 64,298 $2.58M 0.01% +2,082 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: not reported; 2024Q4: 28,398 shares; 2025Q1: 35,632 shares; 2025Q2: 35,983 shares; 2025Q3: 36,269 shares; 2025Q4: 35,959 shares 35,959 $2.57M 0.01% -310 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: 35,987 shares; 2024Q4: 34,740 shares; 2025Q1: 34,577 shares; 2025Q2: 36,666 shares; 2025Q3: 37,656 shares; 2025Q4: 35,896 shares 35,896 $2.56M 0.01% -1,760 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: 6,708 shares; 2024Q4: 11,653 shares; 2025Q1: 12,377 shares; 2025Q2: 11,945 shares; 2025Q3: 11,945 shares; 2025Q4: 12,049 shares 12,049 $2.56M 0.01% +104 Timeline HDV 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: 20,019 shares; 2024Q4: 20,113 shares; 2025Q1: 20,979 shares; 2025Q2: 21,918 shares; 2025Q3: 21,353 shares; 2025Q4: 21,013 shares 21,013 $2.56M 0.01% -340 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,019 shares; 2024Q4: 6,674 shares; 2025Q1: 6,001 shares; 2025Q2: 5,385 shares; 2025Q3: 6,705 shares; 2025Q4: 14,065 shares 14,065 $2.53M 0.01% +7,360 Timeline ACIW ACI WORLDWIDE INC More: the full row for ACI WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 48,971 shares; 2025Q1: 49,689 shares; 2025Q2: 50,366 shares; 2025Q3: 51,366 shares; 2025Q4: 52,778 shares 52,778 $2.52M 0.01% +1,412 Timeline IFLN 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: 25,783 shares; 2024Q4: 10,283 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 113,207 shares; 2025Q4: 135,494 shares 135,494 $2.52M 0.01% +22,287 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: 131,562 shares; 2024Q4: 130,791 shares; 2025Q1: 164,437 shares; 2025Q2: 187,475 shares; 2025Q3: 159,010 shares; 2025Q4: 141,103 shares 141,103 $2.51M 0.01% -17,907 Timeline HEFA 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: 56,829 shares; 2025Q3: 58,122 shares; 2025Q4: 58,964 shares 58,964 $2.44M 0.01% +842 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,268 shares; 2024Q4: 13,393 shares; 2025Q1: 13,597 shares; 2025Q2: 6,993 shares; 2025Q3: 8,313 shares; 2025Q4: 52,175 shares 52,175 $2.43M 0.01% +43,862 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,400 shares; 2024Q4: 72,152 shares; 2025Q1: 69,035 shares; 2025Q2: 58,089 shares; 2025Q3: 52,107 shares; 2025Q4: 49,359 shares 49,359 $2.42M 0.01% -2,748 Timeline SPLV 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: 49,714 shares; 2024Q4: 50,522 shares; 2025Q1: 45,253 shares; 2025Q2: 52,912 shares; 2025Q3: 48,536 shares; 2025Q4: 33,738 shares 33,738 $2.41M 0.01% -14,798 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,816 shares; 2024Q4: 19,969 shares; 2025Q1: 19,371 shares; 2025Q2: 22,449 shares; 2025Q3: 26,454 shares; 2025Q4: 30,570 shares 30,570 $2.37M 0.01% +4,116 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: 28,339 shares; 2024Q4: 30,191 shares; 2025Q1: 31,548 shares; 2025Q2: 32,587 shares; 2025Q3: 49,043 shares; 2025Q4: 51,736 shares 51,736 $2.36M 0.01% +2,693 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: 7,340 shares; 2024Q4: 6,767 shares; 2025Q1: 6,072 shares; 2025Q2: 6,484 shares; 2025Q3: 5,921 shares; 2025Q4: 5,165 shares 5,165 $2.34M 0.01% -756 Timeline CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,103 shares; 2024Q4: 71,441 shares; 2025Q1: 72,890 shares; 2025Q2: 86,156 shares; 2025Q3: 90,134 shares; 2025Q4: 101,580 shares 101,580 $2.34M 0.01% +11,446 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,512 shares; 2025Q1: 7,926 shares; 2025Q2: 9,936 shares; 2025Q3: 10,662 shares; 2025Q4: 9,574 shares 9,574 $2.32M 0.01% -1,088 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,966 shares; 2024Q4: 15,151 shares; 2025Q1: 15,972 shares; 2025Q2: 17,597 shares; 2025Q3: 17,802 shares; 2025Q4: 16,066 shares 16,066 $2.31M 0.01% -1,736 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,330 shares; 2024Q4: 40,564 shares; 2025Q1: 43,953 shares; 2025Q2: 148,509 shares; 2025Q3: 35,425 shares; 2025Q4: 35,409 shares 35,409 $2.28M 0.01% -16 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,923 shares; 2024Q4: 15,392 shares; 2025Q1: 15,042 shares; 2025Q2: 16,147 shares; 2025Q3: 32,759 shares; 2025Q4: 35,553 shares 35,553 $2.28M 0.01% +2,794 Timeline NXE NEXGEN ENERGY LTD More: the full row for NEXGEN ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,782 shares; 2024Q4: 73,536 shares; 2025Q1: 28,325 shares; 2025Q2: 132,377 shares; 2025Q3: 236,084 shares; 2025Q4: 246,607 shares 246,607 $2.26M 0.01% +10,523 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: 10,800 shares; 2024Q4: 11,041 shares; 2025Q1: 10,906 shares; 2025Q2: 11,266 shares; 2025Q3: 33,140 shares; 2025Q4: 31,388 shares 31,388 $2.25M 0.01% -1,752 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: 3,568 shares; 2024Q4: 3,353 shares; 2025Q1: 3,302 shares; 2025Q2: 3,631 shares; 2025Q3: 3,518 shares; 2025Q4: 3,735 shares 3,735 $2.25M 0.01% +217 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,873 shares; 2024Q4: 30,727 shares; 2025Q1: 31,243 shares; 2025Q2: 31,432 shares; 2025Q3: 32,121 shares; 2025Q4: 33,356 shares 33,356 $2.24M 0.01% +1,235 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: 9,570 shares; 2024Q4: 8,343 shares; 2025Q1: 8,826 shares; 2025Q2: 6,761 shares; 2025Q3: 10,076 shares; 2025Q4: 10,133 shares 10,133 $2.22M 0.01% +57 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: 89,830 shares; 2024Q4: 88,503 shares; 2025Q1: 121,608 shares; 2025Q2: 124,903 shares; 2025Q3: 112,687 shares; 2025Q4: 80,363 shares 80,363 $2.21M 0.01% -32,324 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: 99,261 shares; 2024Q4: 120,122 shares; 2025Q1: 108,103 shares; 2025Q2: 21,208 shares; 2025Q3: 22,290 shares; 2025Q4: 22,179 shares 22,179 $2.21M 0.01% -111 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,295 shares; 2024Q4: 37,280 shares; 2025Q1: 44,184 shares; 2025Q2: 58,239 shares; 2025Q3: 64,861 shares; 2025Q4: 75,608 shares 75,608 $2.18M 0.01% +10,747 Timeline DNN DENISON MINES CORP More: the full row for DENISON MINES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 269,842 shares; 2024Q4: 140,535 shares; 2025Q1: 234,289 shares; 2025Q2: 240,107 shares; 2025Q3: 806,214 shares; 2025Q4: 809,478 shares 809,478 $2.15M 0.01% +3,264 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,140 shares; 2024Q4: 15,364 shares; 2025Q1: 17,695 shares; 2025Q2: 17,490 shares; 2025Q3: 17,556 shares; 2025Q4: 18,130 shares 18,130 $2.13M 0.01% +574 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: 40,453 shares; 2024Q4: 34,312 shares; 2025Q1: 32,529 shares; 2025Q2: 27,756 shares; 2025Q3: 28,855 shares; 2025Q4: 28,976 shares 28,976 $2.13M 0.01% +121 Timeline DDOG DATADOG INC More: the full row for DATADOG 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: 8,173 shares; 2025Q2: 7,699 shares; 2025Q3: 9,547 shares; 2025Q4: 15,595 shares 15,595 $2.12M 0.01% +6,048 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL 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: 22,624 shares; 2025Q4: 23,247 shares 23,247 $2.09M 0.01% +623 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: not reported; 2024Q4: 1,270 shares; 2025Q1: 1,143 shares; 2025Q2: 1,449 shares; 2025Q3: 1,935 shares; 2025Q4: 7,194 shares 7,194 $2.09M 0.01% +5,259 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: 7,177 shares; 2024Q4: 7,434 shares; 2025Q1: 7,597 shares; 2025Q2: 7,977 shares; 2025Q3: 8,192 shares; 2025Q4: 8,446 shares 8,446 $2.08M 0.01% +254 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,787 shares; 2024Q4: 15,171 shares; 2025Q1: 15,174 shares; 2025Q2: 15,177 shares; 2025Q3: 15,480 shares; 2025Q4: 15,482 shares 15,482 $2.08M 0.01% +2 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,016 shares; 2024Q4: 43,983 shares; 2025Q1: 45,883 shares; 2025Q2: 46,857 shares; 2025Q3: 46,484 shares; 2025Q4: 46,013 shares 46,013 $2.07M 0.01% -471 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: not reported; 2024Q4: 40,239 shares; 2025Q1: 31,271 shares; 2025Q2: 4,884 shares; 2025Q3: 15,290 shares; 2025Q4: 17,029 shares 17,029 $2.05M 0.01% +1,739 Timeline DGRO 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: 31,606 shares; 2024Q4: 31,721 shares; 2025Q1: 31,181 shares; 2025Q2: 29,968 shares; 2025Q3: 29,715 shares; 2025Q4: 29,189 shares 29,189 $2.03M 0.01% -526 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,127 shares; 2025Q3: 35,987 shares; 2025Q4: 35,162 shares 35,162 $2.02M 0.01% -825 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,206 shares; 2024Q4: 9,853 shares; 2025Q1: 9,203 shares; 2025Q2: 9,224 shares; 2025Q3: 9,383 shares; 2025Q4: 9,433 shares 9,433 $2.02M 0.01% +50 Timeline SUNC SUNOCOCORP LLC More: the full row for SUNOCOCORP LLC 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: 40,695 shares 40,695 $2M 0.01% new 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: 24,178 shares; 2024Q4: 23,832 shares; 2025Q1: 24,780 shares; 2025Q2: 19,966 shares; 2025Q3: 19,915 shares; 2025Q4: 20,516 shares 20,516 $2M 0.01% +601 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,876 shares; 2024Q4: 15,650 shares; 2025Q1: 15,472 shares; 2025Q2: 15,308 shares; 2025Q3: 15,034 shares; 2025Q4: 7,181 shares 7,181 $1.98M 0.01% -7,853 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,010 shares 26,010 $1.97M 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,897 shares; 2025Q3: 43,648 shares; 2025Q4: 44,455 shares 44,455 $1.96M 0.01% +807 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: 15,953 shares; 2024Q4: 16,781 shares; 2025Q1: 19,211 shares; 2025Q2: 23,111 shares; 2025Q3: 24,040 shares; 2025Q4: 23,826 shares 23,826 $1.95M 0.01% -214 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: 61,792 shares; 2024Q4: 62,621 shares; 2025Q1: 67,941 shares; 2025Q2: 82,348 shares; 2025Q3: 13,619 shares; 2025Q4: 15,593 shares 15,593 $1.95M 0.01% +1,974 Timeline IHG INTERCONTINENTAL HOTELS GROU More: the full row for INTERCONTINENTAL HOTELS GROU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,494 shares; 2024Q4: 42,658 shares; 2025Q1: 36,291 shares; 2025Q2: 12,269 shares; 2025Q3: 12,850 shares; 2025Q4: 13,699 shares 13,699 $1.93M 0.01% +849 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,763 shares; 2024Q4: 24,631 shares; 2025Q1: 21,660 shares; 2025Q2: 17,382 shares; 2025Q3: 17,688 shares; 2025Q4: 18,651 shares 18,651 $1.92M 0.01% +963 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,852 shares; 2024Q4: 4,971 shares; 2025Q1: 4,719 shares; 2025Q2: 4,359 shares; 2025Q3: 3,472 shares; 2025Q4: 21,886 shares 21,886 $1.91M 0.01% +18,414 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: 34,051 shares; 2024Q4: 33,306 shares; 2025Q1: 33,849 shares; 2025Q2: 33,622 shares; 2025Q3: 32,498 shares; 2025Q4: 25,480 shares 25,480 $1.89M 0.01% -7,018 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,532 shares; 2024Q4: 132,597 shares; 2025Q1: 132,595 shares; 2025Q2: 131,352 shares; 2025Q3: 139,109 shares; 2025Q4: 141,773 shares 141,773 $1.88M 0.01% +2,664 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,690 shares; 2025Q4: 28,781 shares 28,781 $1.87M 0.01% +3,091 Timeline FOXA FOX CORP More: the full row for FOX 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: 22,918 shares; 2025Q2: 26,609 shares; 2025Q3: 26,336 shares; 2025Q4: 25,584 shares 25,584 $1.87M 0.01% -752 Timeline AS AMER SPORTS INC More: the full row for AMER SPORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,186 shares; 2024Q4: 50,353 shares; 2025Q1: 50,841 shares; 2025Q2: 50,440 shares; 2025Q3: 50,271 shares; 2025Q4: 49,315 shares 49,315 $1.84M 0.01% -956 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,802 shares; 2025Q4: 12,684 shares 12,684 $1.83M 0.01% -1,118 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,154 shares; 2024Q4: 34,811 shares; 2025Q1: 29,698 shares; 2025Q2: 14,755 shares; 2025Q3: 8,857 shares; 2025Q4: 8,967 shares 8,967 $1.82M 0.01% +110 Timeline DVYA 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: 47,231 shares; 2024Q4: 48,900 shares; 2025Q1: 54,419 shares; 2025Q2: 35,843 shares; 2025Q3: 32,993 shares; 2025Q4: 41,043 shares 41,043 $1.82M 0.01% +8,050 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,929 shares; 2025Q1: 5,207 shares; 2025Q2: 5,618 shares; 2025Q3: 17,232 shares; 2025Q4: 16,517 shares 16,517 $1.81M 0.01% -715 Timeline EWG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,130 shares; 2025Q3: 40,717 shares; 2025Q4: 42,596 shares 42,596 $1.81M 0.01% +1,879 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: 7,150 shares; 2024Q4: 7,131 shares; 2025Q1: 8,631 shares; 2025Q2: 8,399 shares; 2025Q3: 9,049 shares; 2025Q4: 9,419 shares 9,419 $1.8M 0.01% +370 Timeline IEUR 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: 25,342 shares 25,342 $1.8M 0.01% new Timeline USMV 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: 18,293 shares; 2024Q4: 18,943 shares; 2025Q1: 20,092 shares; 2025Q2: 21,504 shares; 2025Q3: 22,397 shares; 2025Q4: 19,035 shares 19,035 $1.79M 0.01% -3,362 Timeline IYJ 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: 12,377 shares; 2024Q4: 12,547 shares; 2025Q1: 11,918 shares; 2025Q2: 11,729 shares; 2025Q3: 11,586 shares; 2025Q4: 12,021 shares 12,021 $1.78M 0.01% +435 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,446 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,171 shares; 2025Q4: 21,286 shares 21,286 $1.78M 0.01% +115 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: 23,877 shares; 2024Q4: 23,978 shares; 2025Q1: 23,670 shares; 2025Q2: 22,467 shares; 2025Q3: 24,276 shares; 2025Q4: 32,857 shares 32,857 $1.75M 0.01% +8,581 Timeline IBB 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: 10,559 shares; 2024Q4: 9,363 shares; 2025Q1: 9,078 shares; 2025Q2: 7,402 shares; 2025Q3: 9,644 shares; 2025Q4: 10,375 shares 10,375 $1.75M 0.01% +731 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,203 shares; 2024Q4: 2,190 shares; 2025Q1: 2,108 shares; 2025Q2: not reported; 2025Q3: 10,356 shares; 2025Q4: 10,251 shares 10,251 $1.74M 0.01% -105 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: 27,236 shares; 2024Q4: 28,421 shares; 2025Q1: 28,292 shares; 2025Q2: 28,277 shares; 2025Q3: 27,132 shares; 2025Q4: 32,204 shares 32,204 $1.73M 0.01% +5,072 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: 4,345 shares; 2024Q4: 4,515 shares; 2025Q1: 4,027 shares; 2025Q2: 4,525 shares; 2025Q3: 5,231 shares; 2025Q4: 5,151 shares 5,151 $1.73M 0.01% -80 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,099 shares; 2024Q4: 26,495 shares; 2025Q1: 18,668 shares; 2025Q2: 25,946 shares; 2025Q3: 29,245 shares; 2025Q4: 29,654 shares 29,654 $1.72M 0.01% +409 Timeline LGN LEGENCE CORP More: the full row for LEGENCE 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: not reported; 2025Q4: 39,783 shares 39,783 $1.71M 0.01% new 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: 11,086 shares; 2024Q4: 10,823 shares; 2025Q1: 9,796 shares; 2025Q2: 5,365 shares; 2025Q3: 5,023 shares; 2025Q4: 5,351 shares 5,351 $1.67M 0.01% +328 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: 2,280 shares; 2024Q4: 6,755 shares; 2025Q1: 4,824 shares; 2025Q2: 4,700 shares; 2025Q3: 4,508 shares; 2025Q4: 5,339 shares 5,339 $1.67M 0.01% +831 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,553 shares; 2024Q4: 5,330 shares; 2025Q1: 2,232 shares; 2025Q2: 2,490 shares; 2025Q3: 2,623 shares; 2025Q4: 2,925 shares 2,925 $1.67M 0.01% +302 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,219 shares; 2024Q4: not reported; 2025Q1: 6,707 shares; 2025Q2: 9,096 shares; 2025Q3: 16,439 shares; 2025Q4: 11,417 shares 11,417 $1.64M 0.01% -5,022 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 3,498 shares; 2025Q4: 22,724 shares 22,724 $1.63M 0.01% +19,226 Timeline IIGD INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,597 shares; 2024Q4: 45,002 shares; 2025Q1: 38,368 shares; 2025Q2: 60,672 shares; 2025Q3: 60,655 shares; 2025Q4: 64,691 shares 64,691 $1.61M 0.01% +4,036 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,260 shares; 2025Q2: 18,498 shares; 2025Q3: 18,517 shares; 2025Q4: 19,016 shares 19,016 $1.6M 0.01% +499 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: 4,006 shares; 2024Q4: 4,283 shares; 2025Q1: 4,423 shares; 2025Q2: 4,661 shares; 2025Q3: 8,743 shares; 2025Q4: 4,312 shares 4,312 $1.59M 0.01% -4,431 Timeline BOTZ 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: 18,318 shares; 2024Q4: 18,969 shares; 2025Q1: 21,069 shares; 2025Q2: 35,269 shares; 2025Q3: 26,322 shares; 2025Q4: 43,967 shares 43,967 $1.59M 0.01% +17,645 Timeline BUG 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: not reported; 2025Q1: not reported; 2025Q2: 21,688 shares; 2025Q3: 44,097 shares; 2025Q4: 52,197 shares 52,197 $1.59M 0.01% +8,100 Timeline SPE SPECIAL OPPORTUNITIES FD INC More: the full row for SPECIAL OPPORTUNITIES FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,491 shares; 2024Q4: 89,632 shares; 2025Q1: 99,215 shares; 2025Q2: 105,746 shares; 2025Q3: 107,016 shares; 2025Q4: 108,205 shares 108,205 $1.59M 0.01% +1,189 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,071 shares; 2024Q4: 47,250 shares; 2025Q1: 59,364 shares; 2025Q2: 52,669 shares; 2025Q3: 17,197 shares; 2025Q4: 14,034 shares 14,034 $1.59M 0.01% -3,163 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,925 shares; 2024Q4: 18,236 shares; 2025Q1: 13,459 shares; 2025Q2: 13,936 shares; 2025Q3: 16,529 shares; 2025Q4: 20,486 shares 20,486 $1.59M 0.01% +3,957 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: 94,403 shares; 2024Q4: 93,704 shares; 2025Q1: 98,777 shares; 2025Q2: 95,438 shares; 2025Q3: 95,933 shares; 2025Q4: 40,976 shares 40,976 $1.57M 0.01% -54,957 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: 12,544 shares; 2024Q4: 16,315 shares; 2025Q1: 13,568 shares; 2025Q2: 13,142 shares; 2025Q3: 12,602 shares; 2025Q4: 11,986 shares 11,986 $1.57M 0.01% -616 Timeline NGD NEW GOLD INC More: the full row for NEW GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,860 shares; 2024Q4: 53,374 shares; 2025Q1: 35,500 shares; 2025Q2: 174,019 shares; 2025Q3: 173,071 shares; 2025Q4: 179,928 shares 179,928 $1.57M 0.01% +6,857 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: 12,050 shares; 2024Q4: 9,903 shares; 2025Q1: 9,733 shares; 2025Q2: 9,221 shares; 2025Q3: 12,219 shares; 2025Q4: 14,306 shares 14,306 $1.56M 0.01% +2,087 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,443 shares; 2024Q4: 46,185 shares; 2025Q1: 46,705 shares; 2025Q2: 51,442 shares; 2025Q3: 52,755 shares; 2025Q4: 55,759 shares 55,759 $1.55M 0.01% +3,004 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY 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: 8,448 shares; 2025Q2: 9,091 shares; 2025Q3: 9,285 shares; 2025Q4: 9,203 shares 9,203 $1.54M 0.01% -82 Timeline