IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 266,236 shares; 2025Q1: 229,584 shares; 2025Q2: 246,106 shares; 2025Q3: 252,005 shares 252,005 $41.5M 13.34% +5,899 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 361,234 shares; 2025Q1: 353,314 shares; 2025Q2: 374,243 shares; 2025Q3: 389,138 shares 389,138 $38.9M 12.51% +14,895 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 64,330 shares; 2025Q1: 65,719 shares; 2025Q2: 68,384 shares; 2025Q3: 70,810 shares 70,810 $20.8M 6.69% +2,426 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,173 shares; 2025Q1: 34,894 shares; 2025Q2: 34,057 shares; 2025Q3: 33,136 shares 33,136 $8.44M 2.71% -921 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,990 shares; 2025Q1: 12,672 shares; 2025Q2: 12,450 shares; 2025Q3: 11,766 shares 11,766 $7.84M 2.52% -684 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,689 shares; 2025Q1: 13,501 shares; 2025Q2: 13,663 shares; 2025Q3: 14,207 shares 14,207 $7.36M 2.37% +544 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,141 shares; 2025Q1: 31,264 shares; 2025Q2: 31,653 shares; 2025Q3: 32,602 shares 32,602 $6.08M 1.96% +949 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,430 shares; 2025Q1: 21,493 shares; 2025Q2: 21,854 shares; 2025Q3: 22,329 shares 22,329 $4.9M 1.58% +475 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,213 shares; 2025Q1: 18,108 shares; 2025Q2: 17,740 shares; 2025Q3: 19,575 shares 19,575 $4.76M 1.53% +1,835 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,614 shares; 2025Q1: 5,601 shares; 2025Q2: 5,597 shares; 2025Q3: 5,622 shares 5,622 $3.16M 1.02% +25 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,606 shares; 2025Q1: 23,000 shares; 2025Q2: 25,174 shares; 2025Q3: 23,875 shares 23,875 $2.84M 0.91% -1,299 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,440 shares; 2025Q1: 7,907 shares; 2025Q2: 7,964 shares; 2025Q3: 8,400 shares 8,400 $2.77M 0.89% +436 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,359 shares; 2025Q1: 4,359 shares; 2025Q2: 4,359 shares; 2025Q3: 4,359 shares 4,359 $2.6M 0.84% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,497 shares; 2025Q1: 8,173 shares; 2025Q2: 7,799 shares; 2025Q3: 9,030 shares 9,030 $2.52M 0.81% +1,231 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,413 shares; 2025Q1: 7,417 shares; 2025Q2: 7,455 shares; 2025Q3: 7,402 shares 7,402 $2.46M 0.79% -53 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,442 shares; 2025Q1: 24,030 shares; 2025Q2: 25,777 shares; 2025Q3: 27,301 shares 27,301 $2.38M 0.77% +1,524 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,355 shares; 2025Q1: 6,108 shares; 2025Q2: 5,896 shares; 2025Q3: 5,012 shares 5,012 $2.35M 0.76% -884 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,451 shares; 2025Q1: 3,412 shares; 2025Q2: 3,215 shares; 2025Q3: 3,205 shares 3,205 $2.3M 0.74% -10 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,495 shares; 2025Q1: 7,583 shares; 2025Q2: 7,170 shares; 2025Q3: 7,111 shares 7,111 $2.24M 0.72% -59 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,360 shares; 2025Q1: 3,276 shares; 2025Q2: 3,097 shares; 2025Q3: 3,024 shares 3,024 $2.22M 0.71% -73 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,514 shares; 2025Q1: 5,519 shares; 2025Q2: 5,336 shares; 2025Q3: 5,236 shares 5,236 $2.12M 0.68% -100 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,129 shares; 2025Q1: 14,255 shares; 2025Q2: 12,321 shares; 2025Q3: 13,993 shares 13,993 $2.04M 0.66% +1,672 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,823 shares; 2025Q1: 6,417 shares; 2025Q2: 8,994 shares; 2025Q3: 10,809 shares 10,809 $1.99M 0.64% +1,815 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,959 shares; 2025Q1: 26,567 shares; 2025Q2: 26,779 shares; 2025Q3: 26,733 shares 26,733 $1.95M 0.63% -46 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,700 shares; 2025Q1: 7,672 shares; 2025Q2: 7,432 shares; 2025Q3: 7,945 shares 7,945 $1.92M 0.62% +513 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,475 shares; 2025Q1: 20,087 shares; 2025Q2: 20,089 shares; 2025Q3: 19,758 shares 19,758 $1.84M 0.59% -331 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,062 shares; 2025Q1: 28,406 shares; 2025Q2: 27,843 shares; 2025Q3: 27,750 shares 27,750 $1.84M 0.59% -93 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,193 shares; 2025Q1: 8,045 shares; 2025Q2: 8,615 shares; 2025Q3: 7,449 shares 7,449 $1.81M 0.58% -1,166 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,597 shares; 2025Q1: 2,513 shares; 2025Q2: 2,440 shares; 2025Q3: 2,377 shares 2,377 $1.81M 0.58% -63 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,125 shares; 2025Q1: 56,535 shares; 2025Q2: 61,198 shares; 2025Q3: 64,953 shares 64,953 $1.75M 0.56% +3,755 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,898 shares; 2025Q1: 14,130 shares; 2025Q2: 14,166 shares; 2025Q3: 14,025 shares 14,025 $1.69M 0.54% -141 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,299 shares; 2025Q1: 2,113 shares; 2025Q2: 2,372 shares; 2025Q3: 2,721 shares 2,721 $1.67M 0.54% +349 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,979 shares; 2025Q1: 1,683 shares; 2025Q2: 1,839 shares; 2025Q3: 5,281 shares 5,281 $1.49M 0.48% +3,442 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,946 shares; 2025Q1: 13,977 shares; 2025Q2: 14,015 shares; 2025Q3: 14,031 shares 14,031 $1.45M 0.47% +16 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,343 shares; 2025Q1: 1,459 shares; 2025Q2: 2,589 shares; 2025Q3: 2,404 shares 2,404 $1.44M 0.46% -185 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,599 shares; 2025Q1: 2,497 shares; 2025Q2: 2,487 shares; 2025Q3: 2,464 shares 2,464 $1.4M 0.45% -23 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,348 shares; 2025Q1: 3,168 shares; 2025Q2: 2,898 shares; 2025Q3: 2,727 shares 2,727 $1.36M 0.44% -171 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,687 shares; 2025Q2: 5,626 shares; 2025Q3: 7,433 shares 7,433 $1.36M 0.44% +1,807 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 15,877 shares; 2025Q2: 15,151 shares; 2025Q3: 14,817 shares 14,817 $1.35M 0.44% -334 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,732 shares; 2025Q1: 15,069 shares; 2025Q2: 18,184 shares; 2025Q3: 20,182 shares 20,182 $1.33M 0.43% +1,998 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,231 shares; 2025Q1: 40,793 shares; 2025Q2: 41,386 shares; 2025Q3: 42,006 shares 42,006 $1.31M 0.42% +620 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,220 shares; 2025Q1: 7,990 shares; 2025Q2: 5,802 shares; 2025Q3: 6,580 shares 6,580 $1.29M 0.42% +778 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,638 shares; 2025Q1: 25,638 shares; 2025Q2: 25,638 shares; 2025Q3: 25,638 shares 25,638 $1.28M 0.41% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,654 shares; 2025Q1: 2,636 shares; 2025Q2: 2,462 shares; 2025Q3: 2,514 shares 2,514 $1.26M 0.41% +52 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 293 shares; 2025Q1: 294 shares; 2025Q2: 294 shares; 2025Q3: 294 shares 294 $1.26M 0.41% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,263 shares; 2025Q1: 5,694 shares; 2025Q2: 5,716 shares; 2025Q3: 5,655 shares 5,655 $1.25M 0.4% -61 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,886 shares; 2025Q1: 11,998 shares; 2025Q2: 9,555 shares; 2025Q3: 7,649 shares 7,649 $1.24M 0.4% -1,906 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,510 shares; 2025Q1: 2,543 shares; 2025Q2: 2,544 shares; 2025Q3: 2,552 shares 2,552 $1.21M 0.39% +8 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,886 shares; 2025Q1: not reported; 2025Q2: 24,020 shares; 2025Q3: 24,020 shares 24,020 $1.2M 0.39% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,835 shares; 2025Q1: 16,365 shares; 2025Q2: 16,929 shares; 2025Q3: 14,497 shares 14,497 $1.2M 0.39% -2,432 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,299 shares; 2025Q1: 19,447 shares; 2025Q2: 18,732 shares; 2025Q3: 18,305 shares 18,305 $1.16M 0.37% -427 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,682 shares; 2025Q1: 4,132 shares; 2025Q2: 3,466 shares; 2025Q3: 4,874 shares 4,874 $1.13M 0.36% +1,408 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,926 shares; 2025Q1: 1,857 shares; 2025Q2: 1,390 shares; 2025Q3: 1,553 shares 1,553 $1.11M 0.36% +163 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,030 shares; 2025Q1: 1,034 shares; 2025Q2: 983 shares; 2025Q3: 1,173 shares 1,173 $1.08M 0.35% +190 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,696 shares; 2025Q1: 6,212 shares; 2025Q2: 5,276 shares; 2025Q3: 5,052 shares 5,052 $1.06M 0.34% -224 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,863 shares; 2025Q1: 29,396 shares; 2025Q2: 32,407 shares; 2025Q3: 35,461 shares 35,461 $1.06M 0.34% +3,054 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,370 shares; 2025Q1: 2,984 shares; 2025Q2: 2,466 shares; 2025Q3: 2,372 shares 2,372 $1.05M 0.34% -94 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,320 shares; 2025Q1: 1,244 shares; 2025Q2: 1,194 shares; 2025Q3: 1,365 shares 1,365 $1.04M 0.33% +171 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,798 shares; 2025Q1: 4,339 shares; 2025Q2: 3,657 shares; 2025Q3: 3,665 shares 3,665 $1.03M 0.33% +8 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,073 shares; 2025Q1: 3,137 shares; 2025Q2: 3,058 shares; 2025Q3: 2,977 shares 2,977 $1.02M 0.33% -81 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,400 shares; 2025Q1: 1,409 shares; 2025Q2: 1,420 shares; 2025Q3: 1,427 shares 1,427 $996K 0.32% +7 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,536 shares; 2025Q1: 2,328 shares; 2025Q2: 2,094 shares; 2025Q3: 2,052 shares 2,052 $979K 0.31% -42 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,870 shares; 2025Q1: 16,729 shares; 2025Q2: 15,415 shares; 2025Q3: 16,683 shares 16,683 $967K 0.31% +1,268 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,181 shares; 2025Q1: 11,172 shares; 2025Q2: 11,282 shares; 2025Q3: 11,256 shares 11,256 $951K 0.31% -26 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,949 shares; 2025Q1: 5,327 shares; 2025Q2: 9,798 shares; 2025Q3: 8,925 shares 8,925 $950K 0.31% -873 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,528 shares; 2025Q1: 2,576 shares; 2025Q2: 1,803 shares; 2025Q3: 5,591 shares 5,591 $935K 0.3% +3,788 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,100 shares; 2025Q1: 4,793 shares; 2025Q2: 3,710 shares; 2025Q3: 3,703 shares 3,703 $909K 0.29% -7 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,076 shares; 2025Q1: 5,076 shares; 2025Q2: 4,293 shares; 2025Q3: 4,088 shares 4,088 $888K 0.29% -205 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,307 shares; 2025Q1: 4,650 shares; 2025Q2: 4,561 shares; 2025Q3: 4,335 shares 4,335 $883K 0.28% -226 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,476 shares; 2025Q1: 10,108 shares; 2025Q2: 18,288 shares; 2025Q3: 17,950 shares 17,950 $880K 0.28% -338 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,698 shares; 2025Q1: 4,916 shares; 2025Q2: 4,713 shares; 2025Q3: 5,527 shares 5,527 $834K 0.27% +814 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,733 shares; 2025Q1: 8,201 shares; 2025Q2: 7,597 shares; 2025Q3: 7,471 shares 7,471 $829K 0.27% -126 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,082 shares; 2025Q1: 7,326 shares; 2025Q2: 7,169 shares; 2025Q3: 7,318 shares 7,318 $818K 0.26% +149 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,158 shares; 2025Q1: 3,554 shares; 2025Q2: 3,760 shares; 2025Q3: 3,454 shares 3,454 $815K 0.26% -306 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,510 shares; 2025Q1: 2,338 shares; 2025Q2: 2,308 shares; 2025Q3: 2,388 shares 2,388 $814K 0.26% +80 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,571 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,565 shares 2,565 $808K 0.26% new Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45,686 shares; 2025Q1: 48,241 shares; 2025Q2: 48,252 shares; 2025Q3: 50,349 shares 50,349 $790K 0.25% +2,097 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,097 shares; 2025Q1: 3,542 shares; 2025Q2: 3,992 shares; 2025Q3: 3,801 shares 3,801 $785K 0.25% -191 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,531 shares; 2025Q1: 20,568 shares; 2025Q2: 20,456 shares; 2025Q3: 21,284 shares 21,284 $781K 0.25% +828 Timeline EFIV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,319 shares; 2025Q1: 15,328 shares; 2025Q2: 15,536 shares; 2025Q3: 12,190 shares 12,190 $775K 0.25% -3,346 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,611 shares; 2025Q1: 1,619 shares; 2025Q2: 1,194 shares; 2025Q3: 1,154 shares 1,154 $772K 0.25% -40 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,266 shares; 2025Q1: 1,306 shares; 2025Q2: 5,616 shares; 2025Q3: 3,936 shares 3,936 $748K 0.24% -1,680 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,043 shares; 2025Q1: 13,861 shares; 2025Q2: 14,216 shares; 2025Q3: 14,023 shares 14,023 $745K 0.24% -193 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,829 shares; 2025Q1: 4,626 shares; 2025Q2: 4,295 shares; 2025Q3: 4,792 shares 4,792 $744K 0.24% +497 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 563 shares; 2025Q1: 635 shares; 2025Q2: 626 shares; 2025Q3: 768 shares 768 $744K 0.24% +142 Timeline QUBT QUANTUM COMPUTING INC More: the full row for QUANTUM COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,720 shares; 2025Q1: 40,060 shares; 2025Q2: 37,156 shares; 2025Q3: 40,088 shares 40,088 $738K 0.24% +2,932 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,593 shares; 2025Q1: 7,157 shares; 2025Q2: 6,662 shares; 2025Q3: 6,545 shares 6,545 $738K 0.24% -117 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,192 shares; 2025Q1: 5,860 shares; 2025Q2: 6,388 shares; 2025Q3: 5,127 shares 5,127 $734K 0.24% -1,261 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,777 shares 6,777 $730K 0.23% new Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,763 shares; 2025Q1: 7,005 shares; 2025Q2: 7,060 shares; 2025Q3: 7,256 shares 7,256 $727K 0.23% +196 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,945 shares; 2025Q1: 26,724 shares; 2025Q2: 31,240 shares; 2025Q3: 29,573 shares 29,573 $726K 0.23% -1,667 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,679 shares; 2025Q1: not reported; 2025Q2: 1,582 shares; 2025Q3: 4,444 shares 4,444 $719K 0.23% +2,862 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,023 shares; 2025Q1: 4,795 shares; 2025Q2: 4,157 shares; 2025Q3: 5,476 shares 5,476 $718K 0.23% +1,319 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,505 shares; 2025Q1: 1,484 shares; 2025Q2: 1,437 shares; 2025Q3: 751 shares 751 $695K 0.22% -686 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,043 shares 5,043 $694K 0.22% new Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,193 shares; 2025Q1: 29,725 shares; 2025Q2: 25,313 shares; 2025Q3: 27,630 shares 27,630 $683K 0.22% +2,317 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,625 shares; 2025Q3: 2,353 shares 2,353 $678K 0.22% +728 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,374 shares; 2025Q1: 5,956 shares; 2025Q2: 7,248 shares; 2025Q3: 5,248 shares 5,248 $677K 0.22% -2,000 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 557 shares; 2025Q1: 542 shares; 2025Q2: 563 shares; 2025Q3: 558 shares 558 $669K 0.22% -5 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,157 shares; 2025Q1: 10,563 shares; 2025Q2: 9,510 shares; 2025Q3: 9,762 shares 9,762 $668K 0.21% +252 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,868 shares; 2025Q1: 6,784 shares; 2025Q2: 6,911 shares; 2025Q3: 7,911 shares 7,911 $663K 0.21% +1,000 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,477 shares; 2025Q1: 10,988 shares; 2025Q2: 10,979 shares; 2025Q3: 9,682 shares 9,682 $659K 0.21% -1,297 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,099 shares; 2025Q3: 4,747 shares 4,747 $650K 0.21% +1,648 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,825 shares 1,825 $641K 0.21% new Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,343 shares; 2025Q1: 3,836 shares; 2025Q2: 3,561 shares; 2025Q3: 3,414 shares 3,414 $633K 0.2% -147 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,701 shares 7,701 $632K 0.2% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,898 shares; 2025Q1: 35,456 shares; 2025Q2: 36,102 shares; 2025Q3: 36,791 shares 36,791 $631K 0.2% +689 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,535 shares; 2025Q1: 5,391 shares; 2025Q2: 6,538 shares; 2025Q3: 6,535 shares 6,535 $631K 0.2% -3 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,623 shares; 2025Q1: 6,623 shares; 2025Q2: 6,575 shares; 2025Q3: 6,571 shares 6,571 $630K 0.2% -4 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,558 shares; 2025Q1: 2,124 shares; 2025Q2: 2,163 shares; 2025Q3: 4,344 shares 4,344 $615K 0.2% +2,181 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,699 shares; 2025Q1: 10,826 shares; 2025Q2: 10,351 shares; 2025Q3: 10,396 shares 10,396 $612K 0.2% +45 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,235 shares; 2025Q1: 5,937 shares; 2025Q2: 4,677 shares; 2025Q3: 4,461 shares 4,461 $607K 0.2% -216 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,718 shares; 2025Q1: 7,680 shares; 2025Q2: 7,650 shares; 2025Q3: 7,578 shares 7,578 $606K 0.19% -72 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,154 shares; 2025Q2: 8,416 shares; 2025Q3: 6,418 shares 6,418 $606K 0.19% -1,998 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,859 shares; 2025Q1: 17,525 shares; 2025Q2: 15,904 shares; 2025Q3: 11,083 shares 11,083 $603K 0.19% -4,821 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,074 shares; 2025Q1: 3,932 shares; 2025Q2: 3,130 shares; 2025Q3: 3,104 shares 3,104 $598K 0.19% -26 Timeline ACLS AXCELIS TECHNOLOGIES INC More: the full row for AXCELIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,114 shares 6,114 $597K 0.19% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,612 shares; 2025Q1: 4,732 shares; 2025Q2: 4,474 shares; 2025Q3: 4,420 shares 4,420 $592K 0.19% -54 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,952 shares; 2025Q1: 3,178 shares; 2025Q2: 3,224 shares; 2025Q3: 3,337 shares 3,337 $562K 0.18% +113 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,504 shares; 2025Q1: 2,263 shares; 2025Q2: 2,232 shares; 2025Q3: 2,235 shares 2,235 $562K 0.18% +3 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,672 shares; 2025Q1: 3,280 shares; 2025Q2: 3,282 shares; 2025Q3: 3,279 shares 3,279 $560K 0.18% -3 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 436 shares; 2025Q2: not reported; 2025Q3: 1,153 shares 1,153 $559K 0.18% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,018 shares; 2025Q1: 3,170 shares; 2025Q2: 2,436 shares; 2025Q3: 2,356 shares 2,356 $557K 0.18% -80 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,150 shares; 2025Q1: 5,994 shares; 2025Q2: 5,397 shares; 2025Q3: 5,384 shares 5,384 $555K 0.18% -13 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,696 shares; 2025Q2: 8,031 shares; 2025Q3: 9,573 shares 9,573 $550K 0.18% +1,542 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,508 shares; 2025Q1: not reported; 2025Q2: 7,735 shares; 2025Q3: 8,765 shares 8,765 $539K 0.17% +1,030 Timeline RLY 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,137 shares; 2025Q1: 12,604 shares; 2025Q2: 14,813 shares; 2025Q3: 17,350 shares 17,350 $536K 0.17% +2,537 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,271 shares; 2025Q1: 2,146 shares; 2025Q2: 2,174 shares; 2025Q3: 2,110 shares 2,110 $520K 0.17% -64 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,085 shares; 2025Q1: 3,123 shares; 2025Q2: 3,086 shares; 2025Q3: 3,058 shares 3,058 $512K 0.16% -28 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 977 shares; 2025Q1: 1,286 shares; 2025Q2: 1,362 shares; 2025Q3: 1,586 shares 1,586 $511K 0.16% +224 Timeline ARQQ ARQIT QUANTUM INC More: the full row for ARQIT QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,804 shares; 2025Q1: 12,351 shares; 2025Q2: 11,729 shares; 2025Q3: 13,020 shares 13,020 $505K 0.16% +1,291 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 772 shares; 2025Q1: 687 shares; 2025Q2: 737 shares; 2025Q3: 726 shares 726 $496K 0.16% -11 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,461 shares; 2025Q1: 7,410 shares; 2025Q2: 7,142 shares; 2025Q3: 6,535 shares 6,535 $493K 0.16% -607 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,954 shares 6,954 $489K 0.16% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,032 shares; 2025Q1: 10,497 shares; 2025Q2: 10,240 shares; 2025Q3: 12,315 shares 12,315 $483K 0.16% +2,075 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,828 shares; 2025Q1: 3,646 shares; 2025Q2: 3,707 shares; 2025Q3: 3,766 shares 3,766 $483K 0.16% +59 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,046 shares; 2025Q1: 2,082 shares; 2025Q2: 2,112 shares; 2025Q3: 2,139 shares 2,139 $477K 0.15% +27 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,983 shares; 2025Q2: 4,244 shares; 2025Q3: 4,832 shares 4,832 $477K 0.15% +588 Timeline KOF COCA-COLA FEMSA SAB DE CV More: the full row for COCA-COLA FEMSA SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,739 shares; 2025Q1: 9,167 shares; 2025Q2: 8,435 shares; 2025Q3: 5,709 shares 5,709 $474K 0.15% -2,726 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,253 shares 3,253 $474K 0.15% new Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,132 shares 13,132 $472K 0.15% new Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,706 shares 8,706 $469K 0.15% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,481 shares; 2025Q1: 3,535 shares; 2025Q2: 3,557 shares; 2025Q3: 3,486 shares 3,486 $467K 0.15% -71 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,151 shares; 2025Q1: 5,110 shares; 2025Q2: 4,940 shares; 2025Q3: 4,925 shares 4,925 $467K 0.15% -15 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 753 shares; 2025Q2: 753 shares; 2025Q3: 753 shares 753 $461K 0.15% 0 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,828 shares 2,828 $460K 0.15% new Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 472 shares; 2025Q1: 466 shares; 2025Q2: 468 shares; 2025Q3: 475 shares 475 $453K 0.15% +7 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,980 shares; 2025Q1: 15,012 shares; 2025Q2: 13,430 shares; 2025Q3: 8,913 shares 8,913 $449K 0.14% -4,517 Timeline SHYM 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,800 shares; 2025Q1: 19,800 shares; 2025Q2: 19,801 shares; 2025Q3: 19,801 shares 19,801 $442K 0.14% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,540 shares; 2025Q1: 1,314 shares; 2025Q2: 1,430 shares; 2025Q3: 1,451 shares 1,451 $436K 0.14% +21 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,890 shares; 2025Q1: 1,857 shares; 2025Q2: 1,602 shares; 2025Q3: 1,549 shares 1,549 $433K 0.14% -53 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,898 shares; 2025Q1: 1,828 shares; 2025Q2: 1,548 shares; 2025Q3: 1,418 shares 1,418 $431K 0.14% -130 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,398 shares 1,398 $427K 0.14% new Timeline SXC SUNCOKE ENERGY INC More: the full row for SUNCOKE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42,331 shares; 2025Q1: 45,737 shares; 2025Q2: 48,396 shares; 2025Q3: 52,233 shares 52,233 $426K 0.14% +3,837 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,047 shares; 2025Q1: 2,147 shares; 2025Q2: not reported; 2025Q3: 3,071 shares 3,071 $426K 0.14% new Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,811 shares; 2025Q1: 3,214 shares; 2025Q2: 3,442 shares; 2025Q3: 3,462 shares 3,462 $420K 0.14% +20 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,124 shares 6,124 $411K 0.13% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,884 shares; 2025Q1: not reported; 2025Q2: 2,960 shares; 2025Q3: 2,888 shares 2,888 $409K 0.13% -72 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,831 shares; 2025Q1: 9,634 shares; 2025Q2: 7,948 shares; 2025Q3: 7,902 shares 7,902 $408K 0.13% -46 Timeline CYTK CYTOKINETICS INC More: the full row for CYTOKINETICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,414 shares; 2025Q1: 7,414 shares; 2025Q2: 7,414 shares; 2025Q3: 7,414 shares 7,414 $407K 0.13% 0 Timeline AVTR AVANTOR INC More: the full row for AVANTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 49,815 shares; 2025Q1: 81,309 shares; 2025Q2: 85,591 shares; 2025Q3: 32,580 shares 32,580 $407K 0.13% -53,011 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,896 shares; 2025Q1: 3,929 shares; 2025Q2: 3,047 shares; 2025Q3: 2,635 shares 2,635 $405K 0.13% -412 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,961 shares; 2025Q1: 19,380 shares; 2025Q2: 13,270 shares; 2025Q3: 13,552 shares 13,552 $401K 0.13% +282 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,258 shares; 2025Q1: 1,066 shares; 2025Q2: 1,085 shares; 2025Q3: 1,145 shares 1,145 $395K 0.13% +60 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 838 shares; 2025Q3: 1,173 shares 1,173 $390K 0.13% +335 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,765 shares; 2025Q1: 5,118 shares; 2025Q2: 5,911 shares; 2025Q3: 6,576 shares 6,576 $389K 0.13% +665 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,886 shares; 2025Q1: 25,070 shares; 2025Q2: 22,594 shares; 2025Q3: 15,412 shares 15,412 $389K 0.13% -7,182 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,858 shares; 2025Q2: 4,947 shares; 2025Q3: 5,050 shares 5,050 $386K 0.12% +103 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,881 shares; 2025Q1: 3,893 shares; 2025Q2: 4,088 shares; 2025Q3: 4,143 shares 4,143 $385K 0.12% +55 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,768 shares; 2025Q1: 2,171 shares; 2025Q2: 2,478 shares; 2025Q3: 1,979 shares 1,979 $385K 0.12% -499 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,702 shares; 2025Q1: 2,266 shares; 2025Q2: 2,391 shares; 2025Q3: 2,396 shares 2,396 $381K 0.12% +5 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,576 shares; 2025Q1: 42,482 shares; 2025Q2: 38,185 shares; 2025Q3: 16,591 shares 16,591 $378K 0.12% -21,594 Timeline KRP KIMBELL RTY PARTNERS LP More: the full row for KIMBELL RTY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,975 shares 27,975 $377K 0.12% new Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,556 shares; 2025Q3: 16,330 shares 16,330 $377K 0.12% +774 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 9,999 shares; 2025Q2: 10,185 shares; 2025Q3: 9,683 shares 9,683 $375K 0.12% -502 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,779 shares; 2025Q2: 4,643 shares; 2025Q3: 3,818 shares 3,818 $374K 0.12% -825 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,797 shares; 2025Q1: 2,579 shares; 2025Q2: 2,344 shares; 2025Q3: 2,209 shares 2,209 $367K 0.12% -135 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,859 shares; 2025Q1: 3,657 shares; 2025Q2: 3,604 shares; 2025Q3: 3,611 shares 3,611 $360K 0.12% +7 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8,952 shares; 2025Q2: 9,125 shares; 2025Q3: 9,682 shares 9,682 $360K 0.12% +557 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,569 shares; 2025Q1: 22,127 shares; 2025Q2: 15,012 shares; 2025Q3: 10,304 shares 10,304 $359K 0.12% -4,708 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,654 shares; 2025Q1: 10,859 shares; 2025Q2: 10,046 shares; 2025Q3: 10,130 shares 10,130 $355K 0.11% +84 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 316 shares; 2025Q2: 335 shares; 2025Q3: 323 shares 323 $348K 0.11% -12 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,125 shares; 2025Q1: 1,158 shares; 2025Q2: 1,030 shares; 2025Q3: 1,433 shares 1,433 $340K 0.11% +403 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,842 shares; 2025Q2: 1,852 shares; 2025Q3: 1,886 shares 1,886 $337K 0.11% +34 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,186 shares; 2025Q1: 2,194 shares; 2025Q2: 1,984 shares; 2025Q3: 1,966 shares 1,966 $331K 0.11% -18 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,271 shares; 2025Q3: 3,342 shares 3,342 $331K 0.11% +71 Timeline SINT SINTX TECHNOLOGIES INC More: the full row for SINTX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72,464 shares; 2025Q3: 79,928 shares 79,928 $327K 0.11% +7,464 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,145 shares; 2025Q1: 1,109 shares; 2025Q2: 998 shares; 2025Q3: 923 shares 923 $326K 0.1% -75 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 699 shares; 2025Q1: 687 shares; 2025Q2: 675 shares; 2025Q3: 664 shares 664 $318K 0.1% -11 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,594 shares; 2025Q1: 6,962 shares; 2025Q2: 5,704 shares; 2025Q3: 4,966 shares 4,966 $310K 0.1% -738 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 967 shares; 2025Q1: 1,367 shares; 2025Q2: 1,401 shares; 2025Q3: 809 shares 809 $307K 0.1% -592 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 674 shares; 2025Q1: 672 shares; 2025Q2: 647 shares; 2025Q3: 628 shares 628 $305K 0.1% -19 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,191 shares; 2025Q1: 2,194 shares; 2025Q2: 1,994 shares; 2025Q3: 2,022 shares 2,022 $300K 0.1% +28 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,600 shares; 2025Q3: 5,116 shares 5,116 $300K 0.1% +516 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,248 shares 2,248 $299K 0.1% new Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,670 shares; 2025Q1: 17,982 shares; 2025Q2: 10,992 shares; 2025Q3: 4,520 shares 4,520 $298K 0.1% -6,472 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,300 shares; 2025Q1: 12,295 shares; 2025Q2: 11,102 shares; 2025Q3: 11,097 shares 11,097 $293K 0.09% -5 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,506 shares; 2025Q1: 8,175 shares; 2025Q2: 8,422 shares; 2025Q3: 8,504 shares 8,504 $292K 0.09% +82 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,653 shares; 2025Q1: 22,078 shares; 2025Q2: 23,241 shares; 2025Q3: 23,491 shares 23,491 $289K 0.09% +250 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,132 shares; 2025Q1: 1,063 shares; 2025Q2: 1,049 shares; 2025Q3: 1,073 shares 1,073 $287K 0.09% +24 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,444 shares; 2025Q1: not reported; 2025Q2: 5,886 shares; 2025Q3: 4,220 shares 4,220 $286K 0.09% -1,666 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,196 shares; 2025Q1: 1,227 shares; 2025Q2: 1,096 shares; 2025Q3: 1,097 shares 1,097 $281K 0.09% +1 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,191 shares; 2025Q1: 3,298 shares; 2025Q2: 4,112 shares; 2025Q3: 1,728 shares 1,728 $270K 0.09% -2,384 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,875 shares; 2025Q1: 4,875 shares; 2025Q2: 5,107 shares; 2025Q3: 4,110 shares 4,110 $268K 0.09% -997 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,768 shares; 2025Q1: 4,039 shares; 2025Q2: 3,742 shares; 2025Q3: 3,464 shares 3,464 $266K 0.09% -278 Timeline FMS FRESENIUS MEDICAL CARE AG More: the full row for FRESENIUS MEDICAL CARE AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,192 shares; 2025Q1: 36,090 shares; 2025Q2: 14,684 shares; 2025Q3: 10,033 shares 10,033 $264K 0.08% -4,651 Timeline HMY HARMONY GOLD MNG LTD More: the full row for HARMONY GOLD MNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,140 shares; 2025Q1: 14,104 shares; 2025Q2: 16,203 shares; 2025Q3: 14,406 shares 14,406 $261K 0.08% -1,797 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,429 shares; 2025Q1: 7,606 shares; 2025Q2: 4,929 shares; 2025Q3: 1,804 shares 1,804 $261K 0.08% -3,125 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,636 shares; 2025Q3: 4,308 shares 4,308 $258K 0.08% -328 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,533 shares; 2025Q1: 1,548 shares; 2025Q2: 1,576 shares; 2025Q3: 1,264 shares 1,264 $255K 0.08% -312 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,107 shares 7,107 $254K 0.08% new Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,585 shares; 2025Q1: 1,750 shares; 2025Q2: 1,772 shares; 2025Q3: 1,263 shares 1,263 $253K 0.08% -509 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,191 shares; 2025Q3: 1,187 shares 1,187 $252K 0.08% -4 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 657 shares; 2025Q1: not reported; 2025Q2: 548 shares; 2025Q3: 548 shares 548 $239K 0.08% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 356 shares; 2025Q1: 348 shares; 2025Q2: 306 shares; 2025Q3: 307 shares 307 $237K 0.08% +1 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,326 shares; 2025Q1: 2,044 shares; 2025Q2: 1,747 shares; 2025Q3: 1,285 shares 1,285 $236K 0.08% -462 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,926 shares; 2025Q3: 1,926 shares 1,926 $232K 0.07% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,108 shares 1,108 $232K 0.07% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 956 shares; 2025Q1: not reported; 2025Q2: 638 shares; 2025Q3: 616 shares 616 $231K 0.07% -22 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,263 shares; 2025Q1: 1,235 shares; 2025Q2: 1,235 shares; 2025Q3: 1,235 shares 1,235 $230K 0.07% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,280 shares; 2025Q1: not reported; 2025Q2: 1,160 shares; 2025Q3: 1,116 shares 1,116 $229K 0.07% -44 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 805 shares; 2025Q3: 806 shares 806 $227K 0.07% +1 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,110 shares 9,110 $226K 0.07% new Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,204 shares; 2025Q1: 4,076 shares; 2025Q2: 4,076 shares; 2025Q3: 4,076 shares 4,076 $226K 0.07% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,884 shares; 2025Q2: 2,815 shares; 2025Q3: 2,813 shares 2,813 $225K 0.07% -2 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,559 shares 1,559 $223K 0.07% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,671 shares; 2025Q1: 2,637 shares; 2025Q2: 2,266 shares; 2025Q3: 1,579 shares 1,579 $222K 0.07% -687 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,253 shares; 2025Q1: 2,282 shares; 2025Q2: 2,109 shares; 2025Q3: 1,903 shares 1,903 $218K 0.07% -206 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,510 shares; 2025Q1: 4,694 shares; 2025Q2: 3,710 shares; 2025Q3: 3,760 shares 3,760 $215K 0.07% +50 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,087 shares; 2025Q1: 2,119 shares; 2025Q2: 2,345 shares; 2025Q3: 2,257 shares 2,257 $214K 0.07% -88 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,522 shares 2,522 $213K 0.07% new Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 91 shares; 2025Q3: 91 shares 91 $213K 0.07% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,664 shares; 2025Q1: 1,657 shares; 2025Q2: not reported; 2025Q3: 1,689 shares 1,689 $208K 0.07% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,351 shares; 2025Q3: 6,653 shares 6,653 $201K 0.06% +302 Timeline EQX EQUINOX GOLD CORP More: the full row for EQUINOX GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,025 shares; 2025Q1: 12,589 shares; 2025Q2: 13,774 shares; 2025Q3: 13,984 shares 13,984 $157K 0.05% +210 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,586 shares 10,586 $128K 0.04% new Timeline WAVE ECO WAVE POWER GLOBAL AB More: the full row for ECO WAVE POWER GLOBAL AB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,593 shares; 2025Q1: 34,343 shares; 2025Q2: 34,343 shares; 2025Q3: 14,896 shares 14,896 $127K 0.04% -19,447 Timeline Shopify Inc Shopify Inc More: the full row for Shopify Inc Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,000 shares 12,000 $12.6K <0.01% new SAFETY SHOT INC SAFETY SHOT INC More: the full row for SAFETY SHOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 12,500 shares 12,500 $3.35K <0.01% -12,500