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: 109,868 shares; 2024Q4: 109,345 shares; 2025Q1: 111,730 shares; 2025Q2: 105,863 shares; 2025Q3: 108,535 shares 108,535 $56.2M 6.85% +2,672 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: 180,396 shares; 2024Q4: 197,087 shares; 2025Q1: 197,822 shares; 2025Q2: 197,103 shares; 2025Q3: 193,709 shares 193,709 $36.1M 4.4% -3,394 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: 106,947 shares; 2024Q4: 106,853 shares; 2025Q1: 103,907 shares; 2025Q2: 105,291 shares; 2025Q3: 103,275 shares 103,275 $26.3M 3.2% -2,016 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: 90,903 shares; 2024Q4: 90,831 shares; 2025Q1: 93,512 shares; 2025Q2: 94,638 shares; 2025Q3: 94,829 shares 94,829 $20.8M 2.54% +191 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: 67,052 shares; 2024Q4: 65,256 shares; 2025Q1: 64,247 shares; 2025Q2: 61,974 shares; 2025Q3: 60,134 shares 60,134 $19.8M 2.42% -1,840 Timeline MNKD MANNKIND CORP More: the full row for MANNKIND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,084,537 shares; 2024Q4: 2,105,707 shares; 2025Q1: 2,194,704 shares; 2025Q2: 2,582,010 shares; 2025Q3: 2,872,286 shares 2,872,286 $15.4M 1.88% +290,276 Timeline SLVP 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: 473,490 shares; 2024Q4: 483,458 shares; 2025Q1: 496,831 shares; 2025Q2: 512,226 shares; 2025Q3: 531,968 shares 531,968 $14.6M 1.77% +19,742 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: 34,846 shares; 2024Q4: 33,848 shares; 2025Q1: 33,587 shares; 2025Q2: 33,595 shares; 2025Q3: 31,577 shares 31,577 $14M 1.71% -2,018 Timeline RING 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: 170,916 shares; 2024Q4: 176,329 shares; 2025Q1: 175,646 shares; 2025Q2: 173,495 shares; 2025Q3: 172,319 shares 172,319 $11.2M 1.36% -1,176 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284,857 shares; 2024Q4: 290,464 shares; 2025Q1: 292,859 shares; 2025Q2: 292,910 shares; 2025Q3: 297,735 shares 297,735 $11M 1.34% +4,825 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: 15,074 shares; 2024Q4: 14,832 shares; 2025Q1: 14,783 shares; 2025Q2: 14,666 shares; 2025Q3: 14,391 shares 14,391 $10.6M 1.29% -275 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,153 shares; 2024Q4: 168,316 shares; 2025Q1: 179,975 shares; 2025Q2: 189,123 shares; 2025Q3: 192,833 shares 192,833 $10.4M 1.27% +3,710 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,772 shares; 2024Q4: 46,414 shares; 2025Q1: 45,737 shares; 2025Q2: 44,987 shares; 2025Q3: 44,452 shares 44,452 $9.59M 1.17% -535 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: 37,069 shares; 2024Q4: 36,718 shares; 2025Q1: 37,466 shares; 2025Q2: 38,157 shares; 2025Q3: 37,827 shares 37,827 $9.21M 1.12% -330 Timeline BCX BLACKROCK RES & COMMODITIES More: the full row for BLACKROCK RES & COMMODITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 579,828 shares; 2024Q4: 637,370 shares; 2025Q1: 714,381 shares; 2025Q2: 810,666 shares; 2025Q3: 874,998 shares 874,998 $8.9M 1.08% +64,332 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,086 shares; 2024Q4: 64,021 shares; 2025Q1: 63,774 shares; 2025Q2: 63,355 shares; 2025Q3: 62,732 shares 62,732 $8.84M 1.08% -623 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: 37,073 shares; 2024Q4: 36,889 shares; 2025Q1: 36,292 shares; 2025Q2: 36,141 shares; 2025Q3: 35,352 shares 35,352 $8.59M 1.05% -789 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: 94,353 shares; 2024Q4: 98,243 shares; 2025Q1: 104,994 shares; 2025Q2: 107,204 shares; 2025Q3: 111,860 shares 111,860 $8.55M 1.04% +4,656 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: 28,411 shares; 2024Q4: 27,455 shares; 2025Q1: 27,029 shares; 2025Q2: 26,979 shares; 2025Q3: 26,334 shares 26,334 $7.35M 0.9% -645 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,262 shares; 2024Q4: 147,202 shares; 2025Q1: 151,563 shares; 2025Q2: 155,650 shares; 2025Q3: 163,317 shares 163,317 $7.26M 0.89% +7,667 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 466,861 shares; 2024Q4: 485,354 shares; 2025Q1: 550,196 shares; 2025Q2: 533,525 shares; 2025Q3: 537,172 shares 537,172 $7.19M 0.88% +3,647 Timeline GRAL GRAIL INC More: the full row for GRAIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,932 shares; 2024Q4: 94,178 shares; 2025Q1: 101,883 shares; 2025Q2: 113,548 shares; 2025Q3: 118,861 shares 118,861 $7.03M 0.86% +5,313 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,654 shares; 2024Q4: 3,666 shares; 2025Q1: 3,847 shares; 2025Q2: 4,277 shares; 2025Q3: 14,024 shares 14,024 $6.88M 0.84% +9,747 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: 8,206 shares; 2024Q4: 8,127 shares; 2025Q1: 7,778 shares; 2025Q2: 7,582 shares; 2025Q3: 7,325 shares 7,325 $6.78M 0.83% -257 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,309 shares; 2024Q4: 135,335 shares; 2025Q1: 141,672 shares; 2025Q2: 161,981 shares; 2025Q3: 176,695 shares 176,695 $6.42M 0.78% +14,714 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: 64,732 shares; 2024Q4: 69,564 shares; 2025Q1: 68,661 shares; 2025Q2: 67,258 shares; 2025Q3: 62,087 shares 62,087 $6.4M 0.78% -5,171 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,814 shares; 2024Q4: 66,204 shares; 2025Q1: 63,793 shares; 2025Q2: 61,526 shares; 2025Q3: 60,327 shares 60,327 $6.04M 0.74% -1,199 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,495 shares; 2024Q4: 27,690 shares; 2025Q1: 27,156 shares; 2025Q2: 26,475 shares; 2025Q3: 25,983 shares 25,983 $5.86M 0.71% -492 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: 19,332 shares; 2024Q4: 18,996 shares; 2025Q1: 19,019 shares; 2025Q2: 18,734 shares; 2025Q3: 18,209 shares 18,209 $5.74M 0.7% -525 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: 59,235 shares; 2024Q4: 58,286 shares; 2025Q1: 57,445 shares; 2025Q2: 56,816 shares; 2025Q3: 55,293 shares 55,293 $5.53M 0.67% -1,523 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: 8,933 shares; 2024Q4: 9,074 shares; 2025Q1: 10,627 shares; 2025Q2: 11,185 shares; 2025Q3: 10,555 shares 10,555 $5.31M 0.65% -630 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: 81,618 shares; 2024Q4: 80,518 shares; 2025Q1: 78,321 shares; 2025Q2: 78,991 shares; 2025Q3: 77,907 shares 77,907 $5.28M 0.64% -1,084 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,281 shares; 2024Q4: 45,686 shares; 2025Q1: 44,073 shares; 2025Q2: 43,120 shares; 2025Q3: 43,882 shares 43,882 $5.27M 0.64% +762 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,589 shares; 2024Q4: 23,414 shares; 2025Q1: 26,166 shares; 2025Q2: 23,420 shares; 2025Q3: 25,726 shares 25,726 $5.17M 0.63% +2,306 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: 65,673 shares; 2024Q4: 64,535 shares; 2025Q1: 63,352 shares; 2025Q2: 61,828 shares; 2025Q3: 60,435 shares 60,435 $5.07M 0.62% -1,393 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,892 shares; 2024Q4: 55,932 shares; 2025Q1: 55,564 shares; 2025Q2: 55,874 shares; 2025Q3: 55,774 shares 55,774 $5M 0.61% -100 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,321 shares; 2024Q4: 133,939 shares; 2025Q1: 142,194 shares; 2025Q2: 145,191 shares; 2025Q3: 151,062 shares 151,062 $4.75M 0.58% +5,871 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: 24,163 shares; 2024Q4: 25,752 shares; 2025Q1: 26,998 shares; 2025Q2: 27,493 shares; 2025Q3: 28,499 shares 28,499 $4.74M 0.58% +1,006 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: 11,271 shares; 2024Q4: 11,232 shares; 2025Q1: 11,288 shares; 2025Q2: 11,676 shares; 2025Q3: 11,735 shares 11,735 $4.39M 0.54% +59 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: 16,587 shares; 2024Q4: 16,002 shares; 2025Q1: 15,579 shares; 2025Q2: 14,778 shares; 2025Q3: 14,852 shares 14,852 $4.19M 0.51% +74 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,776 shares; 2024Q4: 42,090 shares; 2025Q1: 42,870 shares; 2025Q2: 43,728 shares; 2025Q3: 43,480 shares 43,480 $4.15M 0.51% -248 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,596 shares; 2025Q2: 3,549 shares; 2025Q3: 3,513 shares 3,513 $4.1M 0.5% -36 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,610 shares; 2024Q4: 42,739 shares; 2025Q1: 44,459 shares; 2025Q2: 44,905 shares; 2025Q3: 44,525 shares 44,525 $4.05M 0.49% -380 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,815 shares; 2024Q4: 81,050 shares; 2025Q1: 81,585 shares; 2025Q2: 85,354 shares; 2025Q3: 86,858 shares 86,858 $3.97M 0.48% +1,504 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,473 shares; 2024Q4: 56,867 shares; 2025Q1: 127,916 shares; 2025Q2: 118,095 shares; 2025Q3: 117,091 shares 117,091 $3.93M 0.48% -1,004 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: 11,437 shares; 2024Q4: 11,587 shares; 2025Q1: 11,581 shares; 2025Q2: 11,472 shares; 2025Q3: 11,473 shares 11,473 $3.92M 0.48% +1 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,234 shares; 2024Q4: 41,876 shares; 2025Q1: 43,269 shares; 2025Q2: 44,219 shares; 2025Q3: 45,140 shares 45,140 $3.82M 0.47% +921 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,319 shares; 2024Q4: 3,015 shares; 2025Q1: 5,129 shares; 2025Q2: 5,063 shares; 2025Q3: 4,784 shares 4,784 $3.81M 0.46% -279 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,941 shares; 2024Q4: 16,686 shares; 2025Q1: 15,376 shares; 2025Q2: 15,749 shares; 2025Q3: 16,522 shares 16,522 $3.76M 0.46% +773 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: 26,258 shares; 2024Q4: 26,646 shares; 2025Q1: 27,667 shares; 2025Q2: 28,191 shares; 2025Q3: 28,429 shares 28,429 $3.73M 0.45% +238 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: 44,584 shares; 2024Q4: 32,416 shares; 2025Q1: 32,766 shares; 2025Q2: 32,427 shares; 2025Q3: 32,253 shares 32,253 $3.64M 0.44% -174 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,185 shares; 2024Q4: 35,826 shares; 2025Q1: 37,034 shares; 2025Q2: 37,821 shares; 2025Q3: 38,080 shares 38,080 $3.63M 0.44% +259 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,181 shares; 2024Q4: 24,018 shares; 2025Q1: 31,606 shares; 2025Q2: 46,021 shares; 2025Q3: 52,458 shares 52,458 $3.59M 0.44% +6,437 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,602 shares; 2024Q4: 32,704 shares; 2025Q1: 34,652 shares; 2025Q2: 36,817 shares; 2025Q3: 37,354 shares 37,354 $3.48M 0.42% +537 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,346 shares; 2024Q4: 31,523 shares; 2025Q1: 34,629 shares; 2025Q2: 39,599 shares; 2025Q3: 40,986 shares 40,986 $3.44M 0.42% +1,387 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,883 shares; 2024Q4: 14,685 shares; 2025Q1: 15,724 shares; 2025Q2: 15,645 shares; 2025Q3: 15,685 shares 15,685 $3.39M 0.41% +40 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,091 shares; 2024Q4: 22,948 shares; 2025Q1: 25,365 shares; 2025Q2: 31,564 shares; 2025Q3: 37,851 shares 37,851 $3.38M 0.41% +6,287 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,706 shares; 2024Q4: 20,168 shares; 2025Q1: 32,447 shares; 2025Q2: 35,164 shares; 2025Q3: 35,206 shares 35,206 $3.34M 0.41% +42 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: 209,503 shares; 2024Q4: 207,888 shares; 2025Q1: 207,285 shares; 2025Q2: 189,299 shares; 2025Q3: 192,323 shares 192,323 $3.3M 0.4% +3,024 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,098 shares; 2024Q4: 43,405 shares; 2025Q1: 42,887 shares; 2025Q2: 40,712 shares; 2025Q3: 38,728 shares 38,728 $3.28M 0.4% -1,984 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,527 shares; 2025Q2: 24,293 shares; 2025Q3: 24,302 shares 24,302 $3.25M 0.4% +9 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,143 shares; 2024Q4: 10,010 shares; 2025Q1: 9,756 shares; 2025Q2: 9,687 shares; 2025Q3: 9,575 shares 9,575 $3.14M 0.38% -112 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: 36,558 shares; 2024Q4: 38,621 shares; 2025Q1: 53,620 shares; 2025Q2: 58,521 shares; 2025Q3: 57,810 shares 57,810 $3.12M 0.38% -711 Timeline MCHI 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: 22,351 shares; 2024Q4: 25,545 shares; 2025Q1: 35,835 shares; 2025Q2: 42,456 shares; 2025Q3: 46,240 shares 46,240 $3.04M 0.37% +3,784 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: 19,207 shares; 2024Q4: 18,642 shares; 2025Q1: 18,310 shares; 2025Q2: 18,133 shares; 2025Q3: 19,591 shares 19,591 $3.04M 0.37% +1,458 Timeline TDF TEMPLETON DRAGON FD INC More: the full row for TEMPLETON DRAGON FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,492 shares; 2024Q4: 174,524 shares; 2025Q1: 221,033 shares; 2025Q2: 246,092 shares; 2025Q3: 260,132 shares 260,132 $3.03M 0.37% +14,040 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: 17,400 shares; 2024Q4: 18,214 shares; 2025Q1: 19,483 shares; 2025Q2: 20,304 shares; 2025Q3: 20,969 shares 20,969 $2.94M 0.36% +665 Timeline QLD 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: 10,935 shares; 2024Q4: 19,894 shares; 2025Q1: not reported; 2025Q2: 23,135 shares; 2025Q3: 21,403 shares 21,403 $2.94M 0.36% -1,732 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,054 shares; 2024Q4: 8,966 shares; 2025Q1: 9,304 shares; 2025Q2: 9,534 shares; 2025Q3: 10,335 shares 10,335 $2.92M 0.36% +801 Timeline REMX 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: 29,458 shares; 2024Q4: 33,282 shares; 2025Q1: 36,316 shares; 2025Q2: 45,258 shares; 2025Q3: 44,095 shares 44,095 $2.9M 0.35% -1,163 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: 20,957 shares; 2024Q4: 22,426 shares; 2025Q1: 23,600 shares; 2025Q2: 24,413 shares; 2025Q3: 24,680 shares 24,680 $2.83M 0.34% +267 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: 33,050 shares; 2024Q4: 33,039 shares; 2025Q1: 32,758 shares; 2025Q2: 32,302 shares; 2025Q3: 32,337 shares 32,337 $2.82M 0.34% +35 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: 61,863 shares; 2024Q4: 57,396 shares; 2025Q1: 52,881 shares; 2025Q2: 43,853 shares; 2025Q3: 41,027 shares 41,027 $2.79M 0.34% -2,826 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: 4,828 shares; 2024Q4: 4,597 shares; 2025Q1: 4,580 shares; 2025Q2: 4,580 shares; 2025Q3: 4,540 shares 4,540 $2.78M 0.34% -40 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: 15,788 shares; 2024Q4: 13,718 shares; 2025Q1: 13,654 shares; 2025Q2: 13,386 shares; 2025Q3: 13,573 shares 13,573 $2.78M 0.34% +187 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: 55,387 shares; 2024Q4: 59,114 shares; 2025Q1: 75,384 shares; 2025Q2: 74,400 shares; 2025Q3: 70,185 shares 70,185 $2.75M 0.34% -4,215 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: 2,156 shares; 2024Q4: 2,081 shares; 2025Q1: 2,615 shares; 2025Q2: 2,134 shares; 2025Q3: 2,222 shares 2,222 $2.66M 0.32% +88 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: 10,112 shares; 2024Q4: 10,339 shares; 2025Q1: 11,512 shares; 2025Q2: 11,233 shares; 2025Q3: 11,169 shares 11,169 $2.65M 0.32% -64 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: not reported; 2024Q4: not reported; 2025Q1: 8,187 shares; 2025Q2: 18,149 shares; 2025Q3: 18,351 shares 18,351 $2.6M 0.32% +202 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,636 shares; 2024Q4: 65,230 shares; 2025Q1: 69,745 shares; 2025Q2: 75,545 shares; 2025Q3: 81,059 shares 81,059 $2.56M 0.31% +5,514 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,629 shares; 2025Q2: 6,143 shares; 2025Q3: 8,087 shares 8,087 $2.56M 0.31% +1,944 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: 13,339 shares; 2024Q4: 14,292 shares; 2025Q1: 14,274 shares; 2025Q2: 13,520 shares; 2025Q3: 13,536 shares 13,536 $2.51M 0.31% +16 Timeline VOE 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: 14,298 shares; 2024Q4: 14,264 shares; 2025Q1: 14,101 shares; 2025Q2: 14,217 shares; 2025Q3: 14,287 shares 14,287 $2.49M 0.3% +70 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,322 shares; 2024Q4: 32,879 shares; 2025Q1: 30,235 shares; 2025Q2: 28,648 shares; 2025Q3: 31,064 shares 31,064 $2.45M 0.3% +2,416 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,265 shares; 2024Q4: 11,669 shares; 2025Q1: 12,138 shares; 2025Q2: 12,374 shares; 2025Q3: 12,658 shares 12,658 $2.43M 0.3% +284 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,513 shares; 2024Q4: 8,294 shares; 2025Q1: 8,180 shares; 2025Q2: 7,861 shares; 2025Q3: 7,897 shares 7,897 $2.37M 0.29% +36 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: 8,351 shares; 2024Q4: 8,322 shares; 2025Q1: 8,164 shares; 2025Q2: 8,155 shares; 2025Q3: 8,298 shares 8,298 $2.33M 0.28% +143 Timeline HQL ABRDN LIFE SCIENCES INVESTOR More: the full row for ABRDN LIFE SCIENCES INVESTOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,166 shares; 2024Q4: 134,875 shares; 2025Q1: 136,122 shares; 2025Q2: 143,098 shares; 2025Q3: 149,258 shares 149,258 $2.31M 0.28% +6,160 Timeline IDV 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: 66,559 shares; 2024Q4: 66,864 shares; 2025Q1: 65,760 shares; 2025Q2: 65,790 shares; 2025Q3: 62,736 shares 62,736 $2.29M 0.28% -3,054 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: 15,833 shares; 2024Q4: 14,249 shares; 2025Q1: 13,099 shares; 2025Q2: 12,894 shares; 2025Q3: 13,450 shares 13,450 $2.25M 0.27% +556 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: 5,553 shares; 2024Q4: 5,545 shares; 2025Q1: 5,557 shares; 2025Q2: 5,555 shares; 2025Q3: 5,505 shares 5,505 $2.23M 0.27% -50 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,580 shares; 2025Q2: 7,860 shares; 2025Q3: 8,113 shares 8,113 $2.21M 0.27% +253 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,201 shares; 2024Q4: 26,816 shares; 2025Q1: 25,665 shares; 2025Q2: 23,689 shares; 2025Q3: 22,830 shares 22,830 $2.17M 0.26% -859 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,368 shares; 2024Q4: 65,805 shares; 2025Q1: 69,874 shares; 2025Q2: 73,156 shares; 2025Q3: 76,407 shares 76,407 $2.16M 0.26% +3,251 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,616 shares; 2024Q4: 15,551 shares; 2025Q1: 15,766 shares; 2025Q2: 15,674 shares; 2025Q3: 15,626 shares 15,626 $2.15M 0.26% -48 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: 2,693 shares; 2024Q4: 2,712 shares; 2025Q1: 2,634 shares; 2025Q2: 2,763 shares; 2025Q3: 2,810 shares 2,810 $2.14M 0.26% +47 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,088 shares; 2024Q4: 22,608 shares; 2025Q1: 22,672 shares; 2025Q2: 21,545 shares; 2025Q3: 21,674 shares 21,674 $2.12M 0.26% +129 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,960 shares; 2024Q4: 9,924 shares; 2025Q1: 9,818 shares; 2025Q2: 9,788 shares; 2025Q3: 9,850 shares 9,850 $2.06M 0.25% +62 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,020 shares; 2024Q4: 52,286 shares; 2025Q1: 48,732 shares; 2025Q2: 46,905 shares; 2025Q3: 46,906 shares 46,906 $2.02M 0.25% +1 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: 31,683 shares; 2024Q4: 34,188 shares; 2025Q1: 36,280 shares; 2025Q2: 37,785 shares; 2025Q3: 39,975 shares 39,975 $2.02M 0.25% +2,190 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: 5,046 shares; 2024Q4: 4,548 shares; 2025Q1: 4,229 shares; 2025Q2: 4,058 shares; 2025Q3: 4,007 shares 4,007 $2M 0.24% -51 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,419 shares; 2024Q4: 58,015 shares; 2025Q1: 58,150 shares; 2025Q2: 57,614 shares; 2025Q3: 58,400 shares 58,400 $1.97M 0.24% +786 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: 6,791 shares; 2024Q4: 6,830 shares; 2025Q1: 6,356 shares; 2025Q2: 6,354 shares; 2025Q3: 6,500 shares 6,500 $1.96M 0.24% +146 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,652 shares; 2024Q4: 154,732 shares; 2025Q1: 152,692 shares; 2025Q2: 145,918 shares; 2025Q3: 147,032 shares 147,032 $1.91M 0.23% +1,114 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,670 shares; 2025Q2: 13,162 shares; 2025Q3: 13,037 shares 13,037 $1.9M 0.23% -125 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,683 shares; 2024Q4: 3,671 shares; 2025Q1: 3,851 shares; 2025Q2: 3,620 shares; 2025Q3: 4,145 shares 4,145 $1.85M 0.23% +525 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: 55,994 shares; 2024Q4: 48,057 shares; 2025Q1: 29,341 shares; 2025Q2: 29,869 shares; 2025Q3: 27,289 shares 27,289 $1.83M 0.22% -2,580 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,275 shares; 2024Q4: 21,130 shares; 2025Q1: 25,738 shares; 2025Q2: 30,404 shares; 2025Q3: 29,889 shares 29,889 $1.81M 0.22% -515 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: 1,601 shares; 2024Q4: 1,610 shares; 2025Q1: 1,760 shares; 2025Q2: 3,023 shares; 2025Q3: 2,936 shares 2,936 $1.81M 0.22% -87 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,549 shares; 2024Q4: 8,920 shares; 2025Q1: 10,760 shares; 2025Q2: 9,902 shares; 2025Q3: 7,223 shares 7,223 $1.73M 0.21% -2,679 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,991 shares; 2024Q4: 112,168 shares; 2025Q1: 123,905 shares; 2025Q2: 128,988 shares; 2025Q3: 136,488 shares 136,488 $1.68M 0.2% +7,500 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,758 shares 34,758 $1.67M 0.2% new Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,576 shares; 2024Q4: 3,500 shares; 2025Q1: 3,490 shares; 2025Q2: 3,437 shares; 2025Q3: 3,394 shares 3,394 $1.64M 0.2% -43 VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,001 shares; 2024Q4: 40,498 shares; 2025Q1: 39,311 shares; 2025Q2: 34,416 shares; 2025Q3: 36,983 shares 36,983 $1.63M 0.2% +2,567 Timeline GGZ GABELLI GLOBAL SMALL & MID C More: the full row for GABELLI GLOBAL SMALL & MID C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,286 shares; 2024Q4: 91,693 shares; 2025Q1: 98,574 shares; 2025Q2: 104,941 shares; 2025Q3: 110,359 shares 110,359 $1.59M 0.19% +5,418 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,059 shares; 2024Q4: 3,377 shares; 2025Q1: 7,639 shares; 2025Q2: 7,538 shares; 2025Q3: 7,425 shares 7,425 $1.59M 0.19% -113 Timeline VAL VALARIS LTD More: the full row for VALARIS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,248 shares; 2025Q1: 16,376 shares; 2025Q2: 27,282 shares; 2025Q3: 30,804 shares 30,804 $1.5M 0.18% +3,522 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: 2,550 shares; 2024Q4: 2,516 shares; 2025Q1: 2,482 shares; 2025Q2: 2,497 shares; 2025Q3: 2,485 shares 2,485 $1.49M 0.18% -12 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,131 shares; 2024Q4: 8,371 shares; 2025Q1: 8,078 shares; 2025Q2: 8,000 shares; 2025Q3: 8,303 shares 8,303 $1.48M 0.18% +303 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,642 shares; 2024Q4: 23,647 shares; 2025Q1: 29,271 shares; 2025Q2: 34,357 shares; 2025Q3: 34,697 shares 34,697 $1.46M 0.18% +340 Timeline HDV 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: 12,358 shares; 2024Q4: 12,248 shares; 2025Q1: 12,083 shares; 2025Q2: 11,988 shares; 2025Q3: 11,713 shares 11,713 $1.43M 0.17% -275 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: 2,515 shares; 2024Q4: 2,505 shares; 2025Q1: 2,443 shares; 2025Q2: 2,804 shares; 2025Q3: 2,960 shares 2,960 $1.42M 0.17% +156 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: 9,529 shares; 2024Q4: 6,938 shares; 2025Q1: 7,214 shares; 2025Q2: 7,412 shares; 2025Q3: 7,711 shares 7,711 $1.41M 0.17% +299 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,190 shares; 2024Q4: 20,158 shares; 2025Q1: 20,093 shares; 2025Q2: 19,125 shares; 2025Q3: 17,925 shares 17,925 $1.39M 0.17% -1,200 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,862 shares; 2025Q3: 15,363 shares 15,363 $1.38M 0.17% +7,501 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,748 shares; 2024Q4: 20,093 shares; 2025Q1: 21,717 shares; 2025Q2: 24,260 shares; 2025Q3: 24,712 shares 24,712 $1.38M 0.17% +452 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,186 shares; 2024Q4: 13,336 shares; 2025Q1: 13,393 shares; 2025Q2: 12,538 shares; 2025Q3: 12,125 shares 12,125 $1.35M 0.16% -413 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: 8,223 shares; 2024Q4: 21,784 shares; 2025Q1: 31,485 shares; 2025Q2: 37,294 shares; 2025Q3: 42,927 shares 42,927 $1.34M 0.16% +5,633 Timeline DVYE 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: 32,259 shares; 2024Q4: 34,585 shares; 2025Q1: 36,652 shares; 2025Q2: 39,206 shares; 2025Q3: 44,798 shares 44,798 $1.33M 0.16% +5,592 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: 7,994 shares; 2024Q4: 5,779 shares; 2025Q1: 18,708 shares; 2025Q2: 15,873 shares; 2025Q3: 15,668 shares 15,668 $1.32M 0.16% -205 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: 3,421 shares; 2024Q4: 3,388 shares; 2025Q1: 3,603 shares; 2025Q2: 3,536 shares; 2025Q3: 3,974 shares 3,974 $1.32M 0.16% +438 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,355 shares; 2024Q4: 3,550 shares; 2025Q1: 4,728 shares; 2025Q2: 5,124 shares; 2025Q3: 5,189 shares 5,189 $1.32M 0.16% +65 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,421 shares 19,421 $1.31M 0.16% new Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,633 shares; 2024Q4: 15,318 shares; 2025Q1: 16,407 shares; 2025Q2: 19,789 shares; 2025Q3: 21,595 shares 21,595 $1.29M 0.16% +1,806 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: 11,041 shares; 2024Q4: 8,413 shares; 2025Q1: 8,260 shares; 2025Q2: 8,275 shares; 2025Q3: 8,248 shares 8,248 $1.27M 0.15% -27 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,038 shares; 2024Q4: 52,018 shares; 2025Q1: 71,198 shares; 2025Q2: 63,483 shares; 2025Q3: 44,719 shares 44,719 $1.26M 0.15% -18,764 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: 5,791 shares; 2024Q4: 5,556 shares; 2025Q1: 5,414 shares; 2025Q2: 5,516 shares; 2025Q3: 5,318 shares 5,318 $1.26M 0.15% -198 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,664 shares; 2024Q4: 31,576 shares; 2025Q1: 30,871 shares; 2025Q2: 31,269 shares; 2025Q3: 31,740 shares 31,740 $1.26M 0.15% +471 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: 898 shares; 2024Q4: 1,213 shares; 2025Q1: 1,198 shares; 2025Q2: 1,293 shares; 2025Q3: 1,288 shares 1,288 $1.25M 0.15% -5 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,738 shares; 2025Q1: 10,541 shares; 2025Q2: 9,995 shares; 2025Q3: 8,432 shares 8,432 $1.24M 0.15% -1,563 Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,596 shares; 2024Q4: 58,293 shares; 2025Q1: 63,795 shares; 2025Q2: 113,354 shares; 2025Q3: 115,571 shares 115,571 $1.23M 0.15% +2,217 Timeline BANK OF AMER CORP 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: 198 shares; 2024Q4: 197 shares; 2025Q1: 792 shares; 2025Q2: 938 shares; 2025Q3: 953 shares 953 $1.22M 0.15% +15 WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,761 shares; 2024Q4: 2,690 shares; 2025Q1: 5,878 shares; 2025Q2: 6,919 shares; 2025Q3: 6,843 shares 6,843 $1.22M 0.15% -76 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: 1,279 shares; 2024Q4: 1,238 shares; 2025Q1: 1,368 shares; 2025Q2: 1,293 shares; 2025Q3: 1,319 shares 1,319 $1.21M 0.15% +26 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,474 shares; 2024Q4: 11,617 shares; 2025Q1: 13,593 shares; 2025Q2: 12,946 shares; 2025Q3: 11,239 shares 11,239 $1.2M 0.15% -1,707 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,079 shares; 2024Q4: 26,315 shares; 2025Q1: 25,613 shares; 2025Q2: 22,249 shares; 2025Q3: 19,577 shares 19,577 $1.19M 0.15% -2,672 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,209 shares; 2024Q4: 36,014 shares; 2025Q1: 41,671 shares; 2025Q2: 46,197 shares; 2025Q3: 46,125 shares 46,125 $1.18M 0.14% -72 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: 51,264 shares; 2024Q4: 50,106 shares; 2025Q1: 50,586 shares; 2025Q2: 55,579 shares; 2025Q3: 47,824 shares 47,824 $1.17M 0.14% -7,755 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,074 shares; 2024Q4: 13,915 shares; 2025Q1: 15,487 shares; 2025Q2: 14,594 shares; 2025Q3: 12,922 shares 12,922 $1.17M 0.14% -1,672 Timeline OUST OUSTER INC More: the full row for OUSTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,321 shares; 2024Q4: 34,807 shares; 2025Q1: 39,886 shares; 2025Q2: 41,014 shares; 2025Q3: 43,166 shares 43,166 $1.17M 0.14% +2,152 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,584 shares; 2024Q4: 42,897 shares; 2025Q1: 43,047 shares; 2025Q2: 42,512 shares; 2025Q3: 42,917 shares 42,917 $1.16M 0.14% +405 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: 7,939 shares; 2024Q4: 7,944 shares; 2025Q1: 8,469 shares; 2025Q2: 9,834 shares; 2025Q3: 11,690 shares 11,690 $1.16M 0.14% +1,856 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: 15,024 shares; 2024Q4: 15,230 shares; 2025Q1: 15,492 shares; 2025Q2: 14,377 shares; 2025Q3: 13,532 shares 13,532 $1.11M 0.14% -845 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: 3,773 shares; 2024Q4: 3,808 shares; 2025Q1: 2,343 shares; 2025Q2: 2,307 shares; 2025Q3: 2,292 shares 2,292 $1.09M 0.13% -15 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: 6,070 shares; 2024Q4: 10,990 shares; 2025Q1: 10,960 shares; 2025Q2: 12,387 shares; 2025Q3: 9,833 shares 9,833 $1.09M 0.13% -2,554 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: 3,915 shares; 2024Q4: 3,886 shares; 2025Q1: 4,027 shares; 2025Q2: 3,799 shares; 2025Q3: 6,725 shares 6,725 $1.09M 0.13% +2,926 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: 4,312 shares; 2024Q4: 3,308 shares; 2025Q1: 3,226 shares; 2025Q2: 3,167 shares; 2025Q3: 3,156 shares 3,156 $1.08M 0.13% -11 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,211 shares; 2024Q4: 22,506 shares; 2025Q1: 22,739 shares; 2025Q2: 21,913 shares; 2025Q3: 21,889 shares 21,889 $1.07M 0.13% -24 Timeline PVH PVH CORPORATION More: the full row for PVH CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,339 shares; 2025Q1: 13,669 shares; 2025Q2: 13,968 shares; 2025Q3: 12,550 shares 12,550 $1.05M 0.13% -1,418 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: 8,650 shares; 2024Q4: 8,080 shares; 2025Q1: 16,329 shares; 2025Q2: 16,014 shares; 2025Q3: 16,585 shares 16,585 $1.05M 0.13% +571 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: 31,550 shares; 2024Q4: 31,723 shares; 2025Q1: 31,316 shares; 2025Q2: 31,255 shares; 2025Q3: 30,532 shares 30,532 $1.05M 0.13% -723 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,397 shares; 2024Q4: 72,065 shares; 2025Q1: 63,424 shares; 2025Q2: 86,508 shares; 2025Q3: 84,391 shares 84,391 $1.03M 0.13% -2,117 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,673 shares; 2024Q4: 4,676 shares; 2025Q1: 4,724 shares; 2025Q2: 4,163 shares; 2025Q3: 4,171 shares 4,171 $1.03M 0.13% +8 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: 7,691 shares; 2024Q4: 8,059 shares; 2025Q1: 8,018 shares; 2025Q2: 7,879 shares; 2025Q3: 8,409 shares 8,409 $999K 0.12% +530 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,112 shares; 2024Q4: 27,881 shares; 2025Q1: 28,409 shares; 2025Q2: 31,422 shares; 2025Q3: 32,816 shares 32,816 $972K 0.12% +1,394 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,021 shares; 2024Q4: 116,736 shares; 2025Q1: 163,531 shares; 2025Q2: 276,851 shares; 2025Q3: 311,501 shares 311,501 $972K 0.12% +34,650 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: 2,167 shares; 2024Q4: 1,623 shares; 2025Q1: 1,593 shares; 2025Q2: 1,182 shares; 2025Q3: 1,421 shares 1,421 $951K 0.12% +239 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,903 shares; 2024Q4: 60,750 shares; 2025Q1: 74,289 shares; 2025Q2: 78,285 shares; 2025Q3: 85,869 shares 85,869 $933K 0.11% +7,584 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,505 shares; 2024Q4: 6,529 shares; 2025Q1: 8,848 shares; 2025Q2: 9,589 shares; 2025Q3: 11,072 shares 11,072 $931K 0.11% +1,483 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: 9,934 shares; 2024Q4: 9,178 shares; 2025Q1: 9,954 shares; 2025Q2: 10,621 shares; 2025Q3: 13,523 shares 13,523 $925K 0.11% +2,902 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,829 shares; 2024Q4: 22,693 shares; 2025Q1: 20,985 shares; 2025Q2: 20,294 shares; 2025Q3: 20,744 shares 20,744 $911K 0.11% +450 Timeline VOC VOC ENERGY TR More: the full row for VOC ENERGY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,900 shares; 2024Q4: 204,339 shares; 2025Q1: 231,098 shares; 2025Q2: 276,729 shares; 2025Q3: 310,742 shares 310,742 $910K 0.11% +34,013 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: 16,690 shares; 2024Q4: 19,540 shares; 2025Q1: 24,298 shares; 2025Q2: 30,783 shares; 2025Q3: 39,228 shares 39,228 $906K 0.11% +8,445 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,787 shares; 2024Q4: 33,683 shares; 2025Q1: 32,166 shares; 2025Q2: 29,787 shares; 2025Q3: 28,049 shares 28,049 $903K 0.11% -1,738 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: 5,846 shares; 2024Q4: 5,806 shares; 2025Q1: 5,646 shares; 2025Q2: 5,592 shares; 2025Q3: 6,074 shares 6,074 $903K 0.11% +482 Timeline IGR CBRE GBL REAL ESTATE INC FD More: the full row for CBRE GBL REAL ESTATE INC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,284 shares; 2024Q4: 157,171 shares; 2025Q1: 166,071 shares; 2025Q2: 165,457 shares; 2025Q3: 175,170 shares 175,170 $900K 0.11% +9,713 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,159 shares; 2024Q4: 11,989 shares; 2025Q1: 18,362 shares; 2025Q2: 26,288 shares; 2025Q3: 38,289 shares 38,289 $878K 0.11% +12,001 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: 43,322 shares; 2024Q4: 43,434 shares; 2025Q1: 43,526 shares; 2025Q2: 43,196 shares; 2025Q3: 35,246 shares 35,246 $876K 0.11% -7,950 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,876 shares; 2024Q4: 1,876 shares; 2025Q1: 1,876 shares; 2025Q2: 1,876 shares; 2025Q3: 1,871 shares 1,871 $868K 0.11% -5 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,083 shares; 2024Q4: 5,026 shares; 2025Q1: 5,136 shares; 2025Q2: 5,235 shares; 2025Q3: 5,178 shares 5,178 $866K 0.11% -57 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: 18,188 shares; 2024Q4: 17,282 shares; 2025Q1: 17,549 shares; 2025Q2: 17,820 shares; 2025Q3: 16,703 shares 16,703 $862K 0.1% -1,117 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,411 shares; 2024Q4: 76,605 shares; 2025Q1: 73,663 shares; 2025Q2: 63,380 shares; 2025Q3: 43,808 shares 43,808 $856K 0.1% -19,572 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,303 shares; 2024Q4: 2,288 shares; 2025Q1: 2,278 shares; 2025Q2: 2,286 shares; 2025Q3: 2,394 shares 2,394 $851K 0.1% +108 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,308 shares; 2024Q4: 29,769 shares; 2025Q1: 31,776 shares; 2025Q2: 32,426 shares; 2025Q3: 33,108 shares 33,108 $846K 0.1% +682 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,568 shares; 2024Q4: 24,549 shares; 2025Q1: 24,264 shares; 2025Q2: 27,752 shares; 2025Q3: 34,050 shares 34,050 $844K 0.1% +6,298 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,865 shares; 2024Q4: 4,238 shares; 2025Q1: 6,191 shares; 2025Q2: 7,711 shares; 2025Q3: 8,374 shares 8,374 $839K 0.1% +663 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,162 shares; 2025Q3: 10,201 shares 10,201 $833K 0.1% +7,039 Timeline GT GOODYEAR TIRE & RUBR CO More: the full row for GOODYEAR TIRE & RUBR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,297 shares; 2024Q4: 24,120 shares; 2025Q1: 31,408 shares; 2025Q2: 43,895 shares; 2025Q3: 110,222 shares 110,222 $824K 0.1% +66,327 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,585 shares; 2024Q4: 1,600 shares; 2025Q1: 1,057 shares; 2025Q2: 1,047 shares; 2025Q3: 3,154 shares 3,154 $815K 0.1% +2,107 Timeline NVTS NAVITAS SEMICONDUCTOR CORP More: the full row for NAVITAS SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,655 shares; 2024Q4: 90,682 shares; 2025Q1: 97,602 shares; 2025Q2: 126,269 shares; 2025Q3: 112,454 shares 112,454 $812K 0.1% -13,815 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: 22,867 shares; 2024Q4: 22,781 shares; 2025Q1: 24,352 shares; 2025Q2: 22,583 shares; 2025Q3: 22,989 shares 22,989 $806K 0.1% +406 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,863 shares; 2024Q4: 15,863 shares; 2025Q1: 15,866 shares; 2025Q2: 15,479 shares; 2025Q3: 14,618 shares 14,618 $795K 0.1% -861 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,221 shares; 2024Q4: 12,072 shares; 2025Q1: 11,778 shares; 2025Q2: 13,112 shares; 2025Q3: 13,597 shares 13,597 $792K 0.1% +485 Timeline KALU KAISER ALUMINIUM CORPORATION More: the full row for KAISER ALUMINIUM CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,155 shares; 2024Q4: 7,567 shares; 2025Q1: 8,369 shares; 2025Q2: 10,778 shares; 2025Q3: 10,217 shares 10,217 $788K 0.1% -561 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: 1,641 shares; 2024Q4: 1,790 shares; 2025Q1: 1,933 shares; 2025Q2: 2,036 shares; 2025Q3: 2,234 shares 2,234 $788K 0.1% +198 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,966 shares; 2024Q4: 3,904 shares; 2025Q1: 3,853 shares; 2025Q2: 3,865 shares; 2025Q3: 3,846 shares 3,846 $788K 0.1% -19 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,184 shares; 2024Q4: 2,227 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,882 shares 1,882 $780K 0.1% new Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,934 shares 26,934 $778K 0.09% new Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,617 shares; 2024Q4: 10,711 shares; 2025Q1: 11,931 shares; 2025Q2: 16,527 shares; 2025Q3: 23,951 shares 23,951 $771K 0.09% +7,424 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,242 shares; 2024Q4: 11,237 shares; 2025Q1: 11,240 shares; 2025Q2: 10,364 shares; 2025Q3: 10,324 shares 10,324 $768K 0.09% -40 Timeline ANF ABERCROMBIE & FITCH CO More: the full row for ABERCROMBIE & FITCH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,847 shares; 2025Q3: 8,973 shares 8,973 $768K 0.09% +6,126 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,788 shares; 2024Q4: 9,594 shares; 2025Q1: 11,823 shares; 2025Q2: 11,604 shares; 2025Q3: 11,477 shares 11,477 $762K 0.09% -127 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: 9,656 shares; 2024Q4: 11,478 shares; 2025Q1: 10,718 shares; 2025Q2: 8,133 shares; 2025Q3: 7,715 shares 7,715 $756K 0.09% -418 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,966 shares; 2024Q4: 5,680 shares; 2025Q1: 3,596 shares; 2025Q2: 3,043 shares; 2025Q3: 4,210 shares 4,210 $749K 0.09% +1,167 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,092 shares; 2024Q4: 23,849 shares; 2025Q1: 23,864 shares; 2025Q2: 20,572 shares; 2025Q3: 21,748 shares 21,748 $743K 0.09% +1,176 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,554 shares; 2024Q4: 18,530 shares; 2025Q1: 18,354 shares; 2025Q2: 16,015 shares; 2025Q3: 16,437 shares 16,437 $741K 0.09% +422 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,195 shares; 2024Q4: 8,161 shares; 2025Q1: 7,390 shares; 2025Q2: 7,077 shares; 2025Q3: 7,723 shares 7,723 $735K 0.09% +646 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,355 shares; 2025Q1: 4,302 shares; 2025Q2: 4,341 shares; 2025Q3: 3,721 shares 3,721 $729K 0.09% -620 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: 11,690 shares; 2024Q4: 12,255 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,629 shares 13,629 $724K 0.09% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,805 shares; 2024Q4: 4,841 shares; 2025Q1: 5,014 shares; 2025Q2: 5,492 shares; 2025Q3: 12,949 shares 12,949 $719K 0.09% +7,457 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,474 shares; 2024Q4: 5,356 shares; 2025Q1: 5,092 shares; 2025Q2: 4,952 shares; 2025Q3: 4,926 shares 4,926 $712K 0.09% -26 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,979 shares; 2024Q4: 18,557 shares; 2025Q1: 23,286 shares; 2025Q2: 23,928 shares; 2025Q3: 27,252 shares 27,252 $704K 0.09% +3,324 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: 4,488 shares; 2024Q4: 1,074 shares; 2025Q1: 685 shares; 2025Q2: 655 shares; 2025Q3: 649 shares 649 $700K 0.09% -6 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,526 shares; 2024Q4: 1,477 shares; 2025Q1: 1,334 shares; 2025Q2: 1,236 shares; 2025Q3: 1,228 shares 1,228 $699K 0.09% -8 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,743 shares; 2024Q4: 11,681 shares; 2025Q1: 12,321 shares; 2025Q2: 11,381 shares; 2025Q3: 10,575 shares 10,575 $698K 0.09% -806 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,049 shares; 2025Q2: 3,980 shares; 2025Q3: 4,303 shares 4,303 $698K 0.09% +323 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,262 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,531 shares 3,531 $698K 0.09% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,146 shares; 2024Q4: 12,095 shares; 2025Q1: 12,074 shares; 2025Q2: 11,853 shares; 2025Q3: 10,534 shares 10,534 $696K 0.08% -1,319 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,746 shares; 2024Q4: 1,271 shares; 2025Q1: 1,172 shares; 2025Q2: 1,151 shares; 2025Q3: 1,141 shares 1,141 $695K 0.08% -10 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,020 shares; 2024Q4: 23,012 shares; 2025Q1: 22,343 shares; 2025Q2: 22,059 shares; 2025Q3: 12,192 shares 12,192 $692K 0.08% -9,867 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,476 shares; 2025Q1: 1,476 shares; 2025Q2: 1,466 shares; 2025Q3: 3,147 shares 3,147 $691K 0.08% +1,681 Timeline UWMC UWM HOLDINGS CORPORATION More: the full row for UWM HOLDINGS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,906 shares; 2024Q4: 61,784 shares; 2025Q1: 67,508 shares; 2025Q2: 107,822 shares; 2025Q3: 113,244 shares 113,244 $690K 0.08% +5,422 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: 3,523 shares; 2024Q4: 3,490 shares; 2025Q1: 3,257 shares; 2025Q2: 3,777 shares; 2025Q3: 3,689 shares 3,689 $688K 0.08% -88 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,842 shares; 2025Q2: 3,246 shares; 2025Q3: 3,951 shares 3,951 $675K 0.08% +705 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,016 shares; 2024Q4: 7,146 shares; 2025Q1: 9,704 shares; 2025Q2: 9,382 shares; 2025Q3: 8,709 shares 8,709 $670K 0.08% -673 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: 951 shares; 2024Q4: 951 shares; 2025Q1: 942 shares; 2025Q2: 993 shares; 2025Q3: 983 shares 983 $655K 0.08% -10 Timeline FSLY FASTLY INC More: the full row for FASTLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,948 shares; 2024Q4: 68,643 shares; 2025Q1: 77,264 shares; 2025Q2: 76,309 shares; 2025Q3: 76,361 shares 76,361 $653K 0.08% +52 Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,336 shares; 2024Q4: 95,651 shares; 2025Q1: 93,843 shares; 2025Q2: 89,627 shares; 2025Q3: 85,654 shares 85,654 $653K 0.08% -3,973 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,834 shares; 2024Q4: 9,770 shares; 2025Q1: 9,267 shares; 2025Q2: 9,400 shares; 2025Q3: 8,978 shares 8,978 $642K 0.08% -422 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: 3,096 shares; 2024Q4: 3,135 shares; 2025Q1: 3,132 shares; 2025Q2: 3,376 shares; 2025Q3: 2,250 shares 2,250 $634K 0.08% -1,126 Timeline NUGT DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,939 shares; 2024Q4: 6,529 shares; 2025Q1: 6,742 shares; 2025Q2: 4,361 shares; 2025Q3: 4,093 shares 4,093 $632K 0.08% -268 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,864 shares; 2024Q4: 17,820 shares; 2025Q1: 17,643 shares; 2025Q2: 16,698 shares; 2025Q3: 18,059 shares 18,059 $632K 0.08% +1,361 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,451 shares; 2025Q2: 9,557 shares; 2025Q3: 9,985 shares 9,985 $630K 0.08% +428 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,207 shares; 2024Q4: 26,732 shares; 2025Q1: 32,942 shares; 2025Q2: 37,820 shares; 2025Q3: 31,046 shares 31,046 $625K 0.08% -6,774 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: 2,479 shares; 2024Q4: 2,542 shares; 2025Q1: 2,526 shares; 2025Q2: 2,376 shares; 2025Q3: 2,686 shares 2,686 $622K 0.08% +310 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,267 shares; 2024Q4: 15,456 shares; 2025Q1: 15,753 shares; 2025Q2: 16,394 shares; 2025Q3: 14,564 shares 14,564 $609K 0.07% -1,830 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: 8,131 shares; 2024Q4: 9,192 shares; 2025Q1: 9,138 shares; 2025Q2: 8,771 shares; 2025Q3: 9,231 shares 9,231 $602K 0.07% +460 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,026 shares; 2025Q1: 4,087 shares; 2025Q2: 7,840 shares; 2025Q3: 8,201 shares 8,201 $593K 0.07% +361 Timeline WDS WOODSIDE ENERGY GROUP LTD More: the full row for WOODSIDE ENERGY GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,369 shares; 2024Q4: 25,259 shares; 2025Q1: 32,224 shares; 2025Q2: 33,969 shares; 2025Q3: 39,220 shares 39,220 $590K 0.07% +5,251 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,960 shares; 2025Q1: 2,114 shares; 2025Q2: 1,942 shares; 2025Q3: 2,062 shares 2,062 $582K 0.07% +120 Timeline PSEC PROSPECT CAP CORP More: the full row for PROSPECT CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,887 shares; 2025Q2: 83,839 shares; 2025Q3: 211,039 shares 211,039 $580K 0.07% +127,200 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: 2,295 shares; 2024Q4: 2,199 shares; 2025Q1: 2,159 shares; 2025Q2: 2,158 shares; 2025Q3: 2,263 shares 2,263 $569K 0.07% +105 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: 8,297 shares; 2024Q4: 8,357 shares; 2025Q1: 7,621 shares; 2025Q2: 7,446 shares; 2025Q3: 7,374 shares 7,374 $566K 0.07% -72 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,503 shares; 2024Q4: 8,407 shares; 2025Q1: 8,847 shares; 2025Q2: 8,431 shares; 2025Q3: 8,405 shares 8,405 $564K 0.07% -26 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,673 shares; 2024Q4: 6,725 shares; 2025Q1: 7,042 shares; 2025Q2: 7,680 shares; 2025Q3: 7,654 shares 7,654 $562K 0.07% -26 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,393 shares 12,393 $556K 0.07% 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: 3,922 shares; 2024Q4: 4,062 shares; 2025Q1: 4,243 shares; 2025Q2: 4,235 shares; 2025Q3: 4,516 shares 4,516 $548K 0.07% +281 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,994 shares; 2024Q4: 1,954 shares; 2025Q1: 1,991 shares; 2025Q2: 7,968 shares; 2025Q3: 7,965 shares 7,965 $548K 0.07% -3 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,105 shares; 2024Q4: 6,129 shares; 2025Q1: 6,247 shares; 2025Q2: 6,031 shares; 2025Q3: 5,564 shares 5,564 $543K 0.07% -467 Timeline XMYDX BLACKROCK MUNIYIELD FUND More: the full row for BLACKROCK MUNIYIELD FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,245 shares; 2024Q4: 49,545 shares; 2025Q1: 47,845 shares; 2025Q2: 47,795 shares; 2025Q3: 50,695 shares 50,695 $535K 0.07% +2,900 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,991 shares; 2024Q4: 15,005 shares; 2025Q1: 14,856 shares; 2025Q2: 14,010 shares; 2025Q3: 13,265 shares 13,265 $535K 0.07% -745 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 480 shares; 2025Q3: 976 shares 976 $533K 0.06% +496 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,257 shares; 2024Q4: 1,134 shares; 2025Q1: 976 shares; 2025Q2: 909 shares; 2025Q3: 1,094 shares 1,094 $531K 0.06% +185 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: 6,705 shares; 2024Q4: 6,332 shares; 2025Q1: 5,648 shares; 2025Q2: 5,432 shares; 2025Q3: 6,382 shares 6,382 $529K 0.06% +950 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,632 shares; 2024Q4: 17,127 shares; 2025Q1: 18,266 shares; 2025Q2: 17,004 shares; 2025Q3: 15,216 shares 15,216 $528K 0.06% -1,788 Timeline JOE ST JOE CO More: the full row for ST JOE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,431 shares; 2025Q2: 9,805 shares; 2025Q3: 10,636 shares 10,636 $526K 0.06% +831 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,224 shares; 2024Q4: 5,025 shares; 2025Q1: 4,819 shares; 2025Q2: 4,517 shares; 2025Q3: 4,557 shares 4,557 $522K 0.06% +40 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,721 shares 15,721 $515K 0.06% new 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: 2,018 shares; 2024Q4: 1,946 shares; 2025Q1: 1,873 shares; 2025Q2: 1,834 shares; 2025Q3: 1,673 shares 1,673 $508K 0.06% -161 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,844 shares; 2024Q4: 8,593 shares; 2025Q1: 8,164 shares; 2025Q2: 8,025 shares; 2025Q3: 6,312 shares 6,312 $505K 0.06% -1,713 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,036 shares; 2024Q4: 5,231 shares; 2025Q1: 5,551 shares; 2025Q2: 5,613 shares; 2025Q3: 5,916 shares 5,916 $502K 0.06% +303 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: 8,008 shares; 2024Q4: 7,908 shares; 2025Q1: 7,609 shares; 2025Q2: 7,391 shares; 2025Q3: 7,527 shares 7,527 $499K 0.06% +136 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,218 shares; 2024Q4: 21,218 shares; 2025Q1: 21,280 shares; 2025Q2: 18,310 shares; 2025Q3: 16,448 shares 16,448 $494K 0.06% -1,862 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,011 shares; 2024Q4: 5,836 shares; 2025Q1: 5,836 shares; 2025Q2: 5,730 shares; 2025Q3: 5,888 shares 5,888 $494K 0.06% +158 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,297 shares; 2024Q4: 2,414 shares; 2025Q1: 2,428 shares; 2025Q2: 2,428 shares; 2025Q3: 2,428 shares 2,428 $493K 0.06% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,171 shares; 2024Q4: 6,979 shares; 2025Q1: 7,827 shares; 2025Q2: 9,023 shares; 2025Q3: 9,722 shares 9,722 $490K 0.06% +699 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: 633 shares; 2024Q4: 627 shares; 2025Q1: 620 shares; 2025Q2: 700 shares; 2025Q3: 640 shares 640 $485K 0.06% -60 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,008 shares; 2024Q4: 4,048 shares; 2025Q1: 4,057 shares; 2025Q2: 4,042 shares; 2025Q3: 3,871 shares 3,871 $481K 0.06% -171 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,514 shares; 2024Q4: 4,789 shares; 2025Q1: 4,888 shares; 2025Q2: 5,063 shares; 2025Q3: 12,196 shares 12,196 $478K 0.06% +7,133 Timeline TDW TIDEWATER INC NEW More: the full row for TIDEWATER INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,966 shares; 2024Q4: 5,035 shares; 2025Q1: 6,322 shares; 2025Q2: 8,760 shares; 2025Q3: 8,955 shares 8,955 $478K 0.06% +195 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,722 shares; 2024Q4: 6,672 shares; 2025Q1: 6,562 shares; 2025Q2: 6,827 shares; 2025Q3: 7,080 shares 7,080 $476K 0.06% +253 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,677 shares; 2024Q4: 17,008 shares; 2025Q1: 17,479 shares; 2025Q2: 17,074 shares; 2025Q3: 16,615 shares 16,615 $470K 0.06% -459 Timeline VSS 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: 1,758 shares; 2024Q4: 1,859 shares; 2025Q1: 2,178 shares; 2025Q2: 2,474 shares; 2025Q3: 3,289 shares 3,289 $469K 0.06% +815 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,544 shares; 2024Q4: 3,503 shares; 2025Q1: 3,495 shares; 2025Q2: 3,497 shares; 2025Q3: 3,267 shares 3,267 $464K 0.06% -230 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,431 shares; 2024Q4: 8,444 shares; 2025Q1: 8,444 shares; 2025Q2: 8,644 shares; 2025Q3: 8,644 shares 8,644 $462K 0.06% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,071 shares; 2024Q4: 6,081 shares; 2025Q1: 3,082 shares; 2025Q2: 2,812 shares; 2025Q3: 2,723 shares 2,723 $461K 0.06% -89 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,260 shares; 2025Q3: 25,091 shares 25,091 $459K 0.06% +10,831 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 85 shares 85 $459K 0.06% new Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,360 shares; 2024Q4: 8,355 shares; 2025Q1: 8,349 shares; 2025Q2: 8,255 shares; 2025Q3: 8,205 shares 8,205 $457K 0.06% -50 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: 1,931 shares; 2024Q4: 1,518 shares; 2025Q1: 1,520 shares; 2025Q2: 1,518 shares; 2025Q3: 1,548 shares 1,548 $455K 0.06% +30 Timeline AGQ PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,195 shares; 2025Q2: 5,630 shares; 2025Q3: 5,908 shares 5,908 $450K 0.05% +278 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,364 shares; 2024Q4: 5,167 shares; 2025Q1: 6,349 shares; 2025Q2: 7,345 shares; 2025Q3: 6,945 shares 6,945 $450K 0.05% -400 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: not reported; 2024Q4: 370 shares; 2025Q1: 384 shares; 2025Q2: 519 shares; 2025Q3: 610 shares 610 $437K 0.05% +91 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,876 shares; 2024Q4: 4,822 shares; 2025Q1: 4,831 shares; 2025Q2: 4,415 shares; 2025Q3: 4,331 shares 4,331 $435K 0.05% -84 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: 1,167 shares; 2024Q4: 1,184 shares; 2025Q1: 1,153 shares; 2025Q2: 1,166 shares; 2025Q3: 885 shares 885 $429K 0.05% -281 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,042 shares; 2024Q4: 3,716 shares; 2025Q1: 3,717 shares; 2025Q2: 3,593 shares; 2025Q3: 2,920 shares 2,920 $427K 0.05% -673 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: 610 shares; 2024Q4: 622 shares; 2025Q1: 664 shares; 2025Q2: 626 shares; 2025Q3: 612 shares 612 $427K 0.05% -14 Timeline ETG EATON VANCE TX ADV GLBL DIV More: the full row for EATON VANCE TX ADV GLBL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,931 shares; 2024Q4: 20,770 shares; 2025Q1: 20,521 shares; 2025Q2: 19,879 shares; 2025Q3: 20,118 shares 20,118 $425K 0.05% +239 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,226 shares; 2024Q4: 17,417 shares; 2025Q1: 17,187 shares; 2025Q2: 16,414 shares; 2025Q3: 13,684 shares 13,684 $421K 0.05% -2,730 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,835 shares; 2024Q4: 12,606 shares; 2025Q1: 12,327 shares; 2025Q2: 11,952 shares; 2025Q3: 10,441 shares 10,441 $418K 0.05% -1,511 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: 2,129 shares; 2024Q4: 762 shares; 2025Q1: 707 shares; 2025Q2: 903 shares; 2025Q3: 1,207 shares 1,207 $417K 0.05% +304 Timeline NVDL GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,280 shares; 2024Q4: 3,033 shares; 2025Q1: not reported; 2025Q2: 6,328 shares; 2025Q3: 4,446 shares 4,446 $416K 0.05% -1,882 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: 2,457 shares; 2024Q4: 2,257 shares; 2025Q1: 2,373 shares; 2025Q2: 2,168 shares; 2025Q3: 2,158 shares 2,158 $416K 0.05% -10 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,973 shares; 2024Q4: 5,293 shares; 2025Q1: 5,256 shares; 2025Q2: 4,766 shares; 2025Q3: 4,553 shares 4,553 $415K 0.05% -213 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,823 shares; 2024Q4: 3,767 shares; 2025Q1: 3,712 shares; 2025Q2: 5,016 shares; 2025Q3: 4,967 shares 4,967 $409K 0.05% -49 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,263 shares; 2024Q4: 4,077 shares; 2025Q1: 3,932 shares; 2025Q2: 5,872 shares; 2025Q3: 5,727 shares 5,727 $407K 0.05% -145 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,516 shares; 2025Q3: 7,702 shares 7,702 $407K 0.05% +3,186 Timeline LEO BNY MELLON STRATEGIC MUNS IN More: the full row for BNY MELLON STRATEGIC MUNS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,237 shares; 2024Q4: 62,743 shares; 2025Q1: 58,458 shares; 2025Q2: 60,063 shares; 2025Q3: 64,967 shares 64,967 $406K 0.05% +4,904 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,070 shares; 2024Q4: 992 shares; 2025Q1: 945 shares; 2025Q2: 917 shares; 2025Q3: 881 shares 881 $403K 0.05% -36 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,528 shares; 2024Q4: 1,490 shares; 2025Q1: 1,378 shares; 2025Q2: 1,276 shares; 2025Q3: 1,264 shares 1,264 $402K 0.05% -12 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,446 shares; 2024Q4: 2,456 shares; 2025Q1: 1,003 shares; 2025Q2: 965 shares; 2025Q3: 940 shares 940 $401K 0.05% -25 Timeline TSLL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,337 shares; 2025Q3: 18,942 shares 18,942 $400K 0.05% -7,395 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: 976 shares; 2024Q4: 925 shares; 2025Q1: 775 shares; 2025Q2: 891 shares; 2025Q3: 838 shares 838 $398K 0.05% -53 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,246 shares; 2024Q4: 6,538 shares; 2025Q1: 6,585 shares; 2025Q2: 6,296 shares; 2025Q3: 2,562 shares 2,562 $398K 0.05% -3,734 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,694 shares; 2024Q4: 32,884 shares; 2025Q1: 32,677 shares; 2025Q2: 33,068 shares; 2025Q3: 32,783 shares 32,783 $392K 0.05% -285 Timeline MASI MASIMO CORP More: the full row for MASIMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,782 shares; 2024Q4: 2,753 shares; 2025Q1: 2,757 shares; 2025Q2: 2,714 shares; 2025Q3: 2,620 shares 2,620 $387K 0.05% -94 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,547 shares; 2024Q4: 3,363 shares; 2025Q1: 3,238 shares; 2025Q2: 2,147 shares; 2025Q3: 1,560 shares 1,560 $385K 0.05% -587 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,490 shares; 2024Q4: 1,499 shares; 2025Q1: 1,571 shares; 2025Q2: 1,695 shares; 2025Q3: 1,586 shares 1,586 $384K 0.05% -109 Timeline AVXL ANAVEX LIFE SCIENCES CORP More: the full row for ANAVEX LIFE SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,055 shares; 2025Q2: 44,050 shares; 2025Q3: 43,035 shares 43,035 $383K 0.05% -1,015 Timeline ESTC ELASTIC N V More: the full row for ELASTIC N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,595 shares; 2024Q4: 6,433 shares; 2025Q1: 6,149 shares; 2025Q2: 5,797 shares; 2025Q3: 4,519 shares 4,519 $382K 0.05% -1,278 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 558 shares; 2024Q4: 559 shares; 2025Q1: 549 shares; 2025Q2: 508 shares; 2025Q3: 509 shares 509 $380K 0.05% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,647 shares 2,647 $379K 0.05% new Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,319 shares; 2024Q4: 1,327 shares; 2025Q1: 1,463 shares; 2025Q2: 1,568 shares; 2025Q3: 1,571 shares 1,571 $378K 0.05% +3 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,557 shares; 2024Q4: 1,480 shares; 2025Q1: 1,647 shares; 2025Q2: 1,585 shares; 2025Q3: 1,602 shares 1,602 $377K 0.05% +17 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: 1,865 shares; 2024Q4: 1,875 shares; 2025Q1: 1,862 shares; 2025Q2: 1,861 shares; 2025Q3: 1,788 shares 1,788 $376K 0.05% -73 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,305 shares; 2024Q4: 1,266 shares; 2025Q1: 528 shares; 2025Q2: 507 shares; 2025Q3: 391 shares 391 $373K 0.05% -116 Timeline BMBL BUMBLE INC More: the full row for BUMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,882 shares; 2024Q4: 64,497 shares; 2025Q1: 70,019 shares; 2025Q2: 62,071 shares; 2025Q3: 60,966 shares 60,966 $371K 0.05% -1,105 Timeline AI C3 AI INC More: the full row for C3 AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,455 shares; 2024Q4: 10,240 shares; 2025Q1: 9,940 shares; 2025Q2: not reported; 2025Q3: 21,274 shares 21,274 $369K 0.04% new Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,188 shares; 2024Q4: 6,044 shares; 2025Q1: 5,881 shares; 2025Q2: 5,927 shares; 2025Q3: 6,174 shares 6,174 $369K 0.04% +247 FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,532 shares; 2024Q4: 1,470 shares; 2025Q1: 1,586 shares; 2025Q2: 1,586 shares; 2025Q3: 1,559 shares 1,559 $368K 0.04% -27 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,716 shares; 2024Q4: 5,718 shares; 2025Q1: 5,469 shares; 2025Q2: 4,684 shares; 2025Q3: 4,347 shares 4,347 $366K 0.04% -337 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,806 shares; 2025Q3: 9,468 shares 9,468 $365K 0.04% +2,662 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,752 shares; 2024Q4: 15,389 shares; 2025Q1: 15,105 shares; 2025Q2: 10,884 shares; 2025Q3: 10,267 shares 10,267 $365K 0.04% -617 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,418 shares; 2024Q4: 16,734 shares; 2025Q1: 14,461 shares; 2025Q2: 13,511 shares; 2025Q3: 12,645 shares 12,645 $364K 0.04% -866 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,386 shares; 2025Q3: 2,515 shares 2,515 $360K 0.04% +129 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,015 shares; 2024Q4: 6,127 shares; 2025Q1: 5,538 shares; 2025Q2: 5,277 shares; 2025Q3: 5,056 shares 5,056 $359K 0.04% -221 Timeline DGRE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,803 shares; 2024Q4: 12,813 shares; 2025Q1: 12,510 shares; 2025Q2: 12,580 shares; 2025Q3: 12,500 shares 12,500 $359K 0.04% -80 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,862 shares; 2024Q4: 3,673 shares; 2025Q1: 2,831 shares; 2025Q2: 2,845 shares; 2025Q3: 3,197 shares 3,197 $358K 0.04% +352 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,832 shares 8,832 $357K 0.04% new Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 884 shares; 2024Q4: 884 shares; 2025Q1: 884 shares; 2025Q2: 884 shares; 2025Q3: 884 shares 884 $356K 0.04% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,920 shares; 2024Q4: 5,845 shares; 2025Q1: 5,626 shares; 2025Q2: 5,476 shares; 2025Q3: 5,851 shares 5,851 $356K 0.04% +375 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,558 shares; 2024Q4: 25,771 shares; 2025Q1: 22,865 shares; 2025Q2: 22,434 shares; 2025Q3: 21,974 shares 21,974 $350K 0.04% -460 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: 3,788 shares; 2024Q4: 3,617 shares; 2025Q1: 3,545 shares; 2025Q2: 2,904 shares; 2025Q3: 2,901 shares 2,901 $350K 0.04% -3 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,235 shares; 2024Q4: 5,386 shares; 2025Q1: 4,662 shares; 2025Q2: 4,567 shares; 2025Q3: 4,347 shares 4,347 $349K 0.04% -220 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,760 shares; 2024Q4: 2,832 shares; 2025Q1: 2,678 shares; 2025Q2: 2,565 shares; 2025Q3: 2,390 shares 2,390 $348K 0.04% -175 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,039 shares 2,039 $344K 0.04% new Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,607 shares; 2025Q3: 1,597 shares 1,597 $343K 0.04% -10 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,769 shares 2,769 $343K 0.04% new 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: 3,702 shares; 2024Q4: 3,690 shares; 2025Q1: 3,849 shares; 2025Q2: 3,987 shares; 2025Q3: 3,613 shares 3,613 $342K 0.04% -374 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,117 shares; 2024Q4: 1,291 shares; 2025Q1: 1,393 shares; 2025Q2: 1,415 shares; 2025Q3: 1,312 shares 1,312 $341K 0.04% -103 Timeline TSBK TIMBERLAND BANCORP INC More: the full row for TIMBERLAND BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares 10,000 $333K 0.04% 0 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,925 shares; 2024Q4: 12,971 shares; 2025Q1: 13,846 shares; 2025Q2: 13,980 shares; 2025Q3: 14,020 shares 14,020 $332K 0.04% +40 Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,711 shares 13,711 $328K 0.04% new Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,310 shares; 2024Q4: 2,251 shares; 2025Q1: 2,285 shares; 2025Q2: 1,747 shares; 2025Q3: 1,705 shares 1,705 $325K 0.04% -42 Timeline XIFR XPLR INFRASTRUCTURE LP More: the full row for XPLR INFRASTRUCTURE LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,690 shares; 2025Q1: 32,154 shares; 2025Q2: 31,371 shares; 2025Q3: 31,847 shares 31,847 $324K 0.04% +476 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: 1,232 shares; 2024Q4: 382 shares; 2025Q1: 395 shares; 2025Q2: 392 shares; 2025Q3: 410 shares 410 $317K 0.04% +18 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,834 shares; 2024Q4: 6,977 shares; 2025Q1: 7,348 shares; 2025Q2: 7,509 shares; 2025Q3: 7,490 shares 7,490 $315K 0.04% -19 Timeline EDC DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,118 shares; 2025Q3: 6,163 shares 6,163 $314K 0.04% +45 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: 4,353 shares; 2024Q4: 4,209 shares; 2025Q1: 4,666 shares; 2025Q2: 4,903 shares; 2025Q3: 4,742 shares 4,742 $313K 0.04% -161 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,547 shares; 2024Q4: 9,067 shares; 2025Q1: 8,716 shares; 2025Q2: 7,486 shares; 2025Q3: 7,344 shares 7,344 $311K 0.04% -142 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: 1,926 shares; 2024Q4: 1,754 shares; 2025Q1: 1,733 shares; 2025Q2: 1,688 shares; 2025Q3: 1,680 shares 1,680 $309K 0.04% -8 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,159 shares; 2024Q4: 1,132 shares; 2025Q1: 1,122 shares; 2025Q2: 1,055 shares; 2025Q3: 1,050 shares 1,050 $308K 0.04% -5 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,444 shares; 2024Q4: not reported; 2025Q1: 1,447 shares; 2025Q2: 1,533 shares; 2025Q3: 2,211 shares 2,211 $308K 0.04% +678 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: 696 shares; 2024Q4: 688 shares; 2025Q1: 649 shares; 2025Q2: 645 shares; 2025Q3: 632 shares 632 $308K 0.04% -13 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,059 shares; 2024Q4: 26,967 shares; 2025Q1: 8,869 shares; 2025Q2: 8,861 shares; 2025Q3: 8,636 shares 8,636 $305K 0.04% -225 Timeline FBIO FORTRESS BIOTECH INC More: the full row for FORTRESS BIOTECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,300 shares; 2024Q4: 81,300 shares; 2025Q1: 87,450 shares; 2025Q2: 93,050 shares; 2025Q3: 82,500 shares 82,500 $305K 0.04% -10,550 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,092 shares; 2024Q4: 2,098 shares; 2025Q1: 1,879 shares; 2025Q2: 1,864 shares; 2025Q3: 1,593 shares 1,593 $304K 0.04% -271 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,673 shares; 2024Q4: 7,144 shares; 2025Q1: 7,125 shares; 2025Q2: 6,518 shares; 2025Q3: 5,165 shares 5,165 $303K 0.04% -1,353 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 795 shares; 2024Q4: 2,127 shares; 2025Q1: 2,072 shares; 2025Q2: 1,526 shares; 2025Q3: 1,487 shares 1,487 $303K 0.04% -39 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,187 shares; 2024Q4: 42,777 shares; 2025Q1: 43,313 shares; 2025Q2: 34,965 shares; 2025Q3: 26,029 shares 26,029 $302K 0.04% -8,936 Timeline XBKNX BLACKROCK INVEST QLTY MUNI More: the full row for BLACKROCK INVEST QLTY MUNI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,270 shares; 2024Q4: 27,770 shares; 2025Q1: 27,770 shares; 2025Q2: 27,770 shares; 2025Q3: 26,553 shares 26,553 $301K 0.04% -1,217 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,313 shares; 2024Q4: 1,268 shares; 2025Q1: 1,237 shares; 2025Q2: 1,223 shares; 2025Q3: 1,150 shares 1,150 $300K 0.04% -73 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,681 shares; 2024Q4: 9,531 shares; 2025Q1: 9,147 shares; 2025Q2: 8,438 shares; 2025Q3: 8,647 shares 8,647 $298K 0.04% +209 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 614 shares; 2024Q4: 579 shares; 2025Q1: 574 shares; 2025Q2: 495 shares; 2025Q3: 465 shares 465 $297K 0.04% -30 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,567 shares; 2024Q4: not reported; 2025Q1: 2,416 shares; 2025Q2: not reported; 2025Q3: 3,180 shares 3,180 $296K 0.04% new Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,825 shares; 2024Q4: 4,722 shares; 2025Q1: 4,152 shares; 2025Q2: 3,882 shares; 2025Q3: 4,041 shares 4,041 $294K 0.04% +159 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: 470 shares; 2024Q4: 459 shares; 2025Q1: 437 shares; 2025Q2: 423 shares; 2025Q3: 428 shares 428 $292K 0.04% +5 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,252 shares; 2024Q4: 7,077 shares; 2025Q1: 6,271 shares; 2025Q2: 6,201 shares; 2025Q3: 6,189 shares 6,189 $292K 0.04% -12 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 273 shares; 2024Q4: 258 shares; 2025Q1: 229 shares; 2025Q2: 3,443 shares; 2025Q3: 2,679 shares 2,679 $289K 0.04% -764 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,844 shares; 2025Q3: 2,242 shares 2,242 $288K 0.04% +398 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: 906 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 928 shares 928 $284K 0.03% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,303 shares; 2024Q4: 2,278 shares; 2025Q1: 2,314 shares; 2025Q2: 2,582 shares; 2025Q3: 3,386 shares 3,386 $283K 0.03% +804 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,935 shares 3,935 $282K 0.03% new Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,045 shares; 2024Q4: 87,663 shares; 2025Q1: 85,170 shares; 2025Q2: 66,840 shares; 2025Q3: 58,440 shares 58,440 $281K 0.03% -8,400 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,614 shares; 2024Q4: 8,198 shares; 2025Q1: 8,296 shares; 2025Q2: 8,090 shares; 2025Q3: 8,601 shares 8,601 $280K 0.03% +511 Timeline GOLD GOLD COM INC More: the full row for GOLD COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,091 shares; 2025Q3: 10,785 shares 10,785 $279K 0.03% +1,694 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: 948 shares; 2024Q4: 953 shares; 2025Q1: not reported; 2025Q2: 674 shares; 2025Q3: 1,038 shares 1,038 $277K 0.03% +364 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,857 shares; 2024Q4: 2,040 shares; 2025Q1: 2,181 shares; 2025Q2: 2,126 shares; 2025Q3: 1,791 shares 1,791 $276K 0.03% -335 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,447 shares; 2024Q4: 7,974 shares; 2025Q1: 8,391 shares; 2025Q2: 6,791 shares; 2025Q3: 5,907 shares 5,907 $276K 0.03% -884 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,706 shares; 2024Q4: 8,706 shares; 2025Q1: 8,706 shares; 2025Q2: 8,706 shares; 2025Q3: 8,706 shares 8,706 $275K 0.03% 0 Timeline RXRX RECURSION PHARMACEUTICALS IN More: the full row for RECURSION PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,775 shares; 2024Q4: 31,230 shares; 2025Q1: 28,765 shares; 2025Q2: 39,430 shares; 2025Q3: 56,230 shares 56,230 $274K 0.03% +16,800 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,815 shares; 2024Q4: 1,815 shares; 2025Q1: 2,403 shares; 2025Q2: 2,255 shares; 2025Q3: 2,220 shares 2,220 $272K 0.03% -35 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,670 shares; 2024Q4: 7,414 shares; 2025Q1: 6,691 shares; 2025Q2: 6,452 shares; 2025Q3: 5,759 shares 5,759 $267K 0.03% -693 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 535 shares; 2024Q4: 496 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 540 shares 540 $266K 0.03% new Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,431 shares; 2024Q4: 11,219 shares; 2025Q1: 14,691 shares; 2025Q2: 13,133 shares; 2025Q3: 2,192 shares 2,192 $265K 0.03% -10,941 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: 1,846 shares; 2024Q4: 1,832 shares; 2025Q1: 1,809 shares; 2025Q2: 2,038 shares; 2025Q3: 1,969 shares 1,969 $264K 0.03% -69 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,265 shares; 2025Q2: 1,238 shares; 2025Q3: 1,198 shares 1,198 $262K 0.03% -40 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,028 shares 4,028 $262K 0.03% new Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,720 shares; 2024Q4: 1,555 shares; 2025Q1: 1,429 shares; 2025Q2: 1,680 shares; 2025Q3: 1,679 shares 1,679 $261K 0.03% -1 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,602 shares; 2024Q4: 3,411 shares; 2025Q1: 3,405 shares; 2025Q2: 3,287 shares; 2025Q3: 3,142 shares 3,142 $260K 0.03% -145 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,592 shares 1,592 $259K 0.03% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,996 shares; 2024Q4: 5,730 shares; 2025Q1: not reported; 2025Q2: 5,527 shares; 2025Q3: 5,438 shares 5,438 $258K 0.03% -89 Timeline XLY 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: not reported; 2024Q4: 985 shares; 2025Q1: not reported; 2025Q2: 1,152 shares; 2025Q3: 1,053 shares 1,053 $252K 0.03% -99 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: 1,544 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,830 shares 1,830 $252K 0.03% new 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: 5,480 shares; 2024Q4: 5,320 shares; 2025Q1: 4,900 shares; 2025Q2: 5,050 shares; 2025Q3: 5,000 shares 5,000 $250K 0.03% -50 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: 1,069 shares; 2024Q4: 1,052 shares; 2025Q1: 1,238 shares; 2025Q2: 1,206 shares; 2025Q3: 1,209 shares 1,209 $250K 0.03% +3 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,771 shares; 2024Q4: 5,668 shares; 2025Q1: 4,523 shares; 2025Q2: 5,296 shares; 2025Q3: 5,224 shares 5,224 $250K 0.03% -72 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,667 shares; 2024Q4: 1,038 shares; 2025Q1: 946 shares; 2025Q2: 907 shares; 2025Q3: 1,008 shares 1,008 $249K 0.03% +101 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: 534 shares; 2024Q4: 530 shares; 2025Q1: not reported; 2025Q2: 527 shares; 2025Q3: 527 shares 527 $247K 0.03% 0 Timeline WFRD WEATHERFORD INTL PLC More: the full row for WEATHERFORD INTL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,533 shares 3,533 $242K 0.03% new Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,106 shares; 2024Q4: 3,096 shares; 2025Q1: 3,076 shares; 2025Q2: 2,978 shares; 2025Q3: 2,843 shares 2,843 $241K 0.03% -135 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,335 shares; 2024Q4: 1,342 shares; 2025Q1: 1,347 shares; 2025Q2: 1,175 shares; 2025Q3: 1,175 shares 1,175 $239K 0.03% 0 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,696 shares 9,696 $239K 0.03% new Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,368 shares; 2024Q4: 1,302 shares; 2025Q1: 1,443 shares; 2025Q2: 1,440 shares; 2025Q3: 1,377 shares 1,377 $238K 0.03% -63 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,425 shares; 2025Q3: 2,324 shares 2,324 $236K 0.03% -101 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,735 shares; 2025Q3: 1,721 shares 1,721 $233K 0.03% -14 Timeline XGLQX CLOUGH GLOBAL EQUITY FD More: the full row for CLOUGH GLOBAL EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,531 shares; 2024Q4: 31,031 shares; 2025Q1: 30,710 shares; 2025Q2: 30,443 shares; 2025Q3: 30,628 shares 30,628 $233K 0.03% +185 Timeline ETHT 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,570 shares 2,570 $231K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,688 shares; 2025Q3: 1,611 shares 1,611 $228K 0.03% -77 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,830 shares; 2025Q3: 7,860 shares 7,860 $227K 0.03% +30 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,081 shares; 2024Q4: 4,846 shares; 2025Q1: 4,822 shares; 2025Q2: 4,687 shares; 2025Q3: 4,552 shares 4,552 $227K 0.03% -135 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,032 shares 2,032 $223K 0.03% new Timeline GOAU ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,540 shares 5,540 $223K 0.03% new Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 282 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 242 shares 242 $223K 0.03% new Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 716 shares 716 $222K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,814 shares 1,814 $219K 0.03% new Timeline XPEV XPENG INC More: the full row for XPENG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,642 shares; 2024Q4: 10,686 shares; 2025Q1: 9,977 shares; 2025Q2: not reported; 2025Q3: 9,151 shares 9,151 $214K 0.03% new Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,652 shares 8,652 $214K 0.03% new Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,250 shares; 2024Q4: 2,998 shares; 2025Q1: 2,447 shares; 2025Q2: 2,393 shares; 2025Q3: 2,365 shares 2,365 $214K 0.03% -28 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,358 shares; 2024Q4: 1,009 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 981 shares 981 $214K 0.03% new Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,135 shares 12,135 $214K 0.03% new 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: 1,244 shares; 2024Q4: 1,237 shares; 2025Q1: 1,254 shares; 2025Q2: 1,102 shares; 2025Q3: 1,091 shares 1,091 $212K 0.03% -11 Timeline EWG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,099 shares 5,099 $212K 0.03% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,816 shares; 2024Q4: not reported; 2025Q1: 1,850 shares; 2025Q2: 1,808 shares; 2025Q3: 1,704 shares 1,704 $211K 0.03% -104 Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,992 shares; 2024Q4: 6,583 shares; 2025Q1: 6,047 shares; 2025Q2: not reported; 2025Q3: 6,172 shares 6,172 $211K 0.03% new Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,188 shares; 2025Q2: not reported; 2025Q3: 3,870 shares 3,870 $210K 0.03% new Timeline EVN EATON VANCE MUN INCOME TR More: the full row for EATON VANCE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,865 shares; 2024Q4: 18,865 shares; 2025Q1: 18,865 shares; 2025Q2: 18,865 shares; 2025Q3: 18,615 shares 18,615 $206K 0.03% -250 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,775 shares; 2024Q4: 16,836 shares; 2025Q1: 17,139 shares; 2025Q2: 18,959 shares; 2025Q3: 20,903 shares 20,903 $205K 0.02% +1,944 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 114 shares 114 $204K 0.02% new Timeline BTZ BLACKROCK CR ALLOCATION More: the full row for BLACKROCK CR ALLOCATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,287 shares; 2024Q4: 18,416 shares; 2025Q1: 18,416 shares; 2025Q2: 18,416 shares; 2025Q3: 18,416 shares 18,416 $203K 0.02% 0 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: 2,416 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,690 shares 2,690 $203K 0.02% new Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 677 shares 677 $201K 0.02% new Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 14,000 shares; 2025Q1: 14,000 shares; 2025Q2: 14,000 shares; 2025Q3: 11,000 shares 11,000 $201K 0.02% -3,000 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,656 shares 2,656 $200K 0.02% new Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,966 shares 11,966 $193K 0.02% new Timeline ASAN ASANA INC More: the full row for ASANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,047 shares; 2025Q2: 10,769 shares; 2025Q3: 11,691 shares 11,691 $156K 0.02% +922 Timeline IVR INVESCO MORTGAGE CAPITAL INC More: the full row for INVESCO MORTGAGE CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,484 shares; 2024Q4: 14,026 shares; 2025Q1: 15,066 shares; 2025Q2: 16,018 shares; 2025Q3: 19,089 shares 19,089 $144K 0.02% +3,071 Timeline NFE NEW FORTRESS ENERGY INC More: the full row for NEW FORTRESS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,536 shares; 2024Q4: 25,548 shares; 2025Q1: 25,109 shares; 2025Q2: 48,528 shares; 2025Q3: 62,908 shares 62,908 $139K 0.02% +14,380 Timeline TELFY TELEFONICA SA-SPON ADR More: the full row for TELEFONICA SA-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,666 shares; 2024Q4: 35,010 shares; 2025Q1: 29,323 shares; 2025Q2: 28,704 shares; 2025Q3: 27,258 shares 27,258 $138K 0.02% -1,446 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,511 shares; 2024Q4: 11,998 shares; 2025Q1: 11,998 shares; 2025Q2: 12,070 shares; 2025Q3: 12,304 shares 12,304 $136K 0.02% +234 Timeline CALC CALCIMEDICA INC More: the full row for CALCIMEDICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,400 shares; 2025Q2: 50,450 shares; 2025Q3: 42,700 shares 42,700 $131K 0.02% -7,750 Timeline TNDM TANDEM DIABETES CARE INC More: the full row for TANDEM DIABETES CARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,716 shares; 2024Q4: 6,776 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,396 shares 10,396 $126K 0.02% new Timeline VERU VERU INC More: the full row for VERU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,329 shares 30,329 $115K 0.01% new Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,993 shares; 2024Q4: 19,925 shares; 2025Q1: 19,925 shares; 2025Q2: 22,175 shares; 2025Q3: 21,550 shares 21,550 $108K 0.01% -625 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,206 shares; 2024Q4: 13,069 shares; 2025Q1: 13,069 shares; 2025Q2: 13,069 shares; 2025Q3: 12,819 shares 12,819 $105K 0.01% -250 Timeline BLACKROCK MUN INCOME TR BLACKROCK MUN INCOME TR More: the full row for BLACKROCK MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,621 shares; 2024Q4: 10,621 shares; 2025Q1: 10,621 shares; 2025Q2: 10,621 shares; 2025Q3: 10,433 shares 10,433 $105K 0.01% -188 ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,791 shares; 2025Q1: 10,843 shares; 2025Q2: 10,808 shares; 2025Q3: 10,933 shares 10,933 $105K 0.01% +125 Timeline SKIN SKINHEALTH SYSTEMS INC More: the full row for SKINHEALTH SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,701 shares; 2024Q4: 83,085 shares; 2025Q1: 81,822 shares; 2025Q2: 63,990 shares; 2025Q3: 48,644 shares 48,644 $96.8K 0.01% -15,346 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,596 shares; 2024Q4: 36,125 shares; 2025Q1: 36,125 shares; 2025Q2: 37,591 shares; 2025Q3: 41,897 shares 41,897 $93.4K 0.01% +4,306 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,382 shares 12,382 $83K 0.01% new Timeline BFLY BUTTERFLY NETWORK INC More: the full row for BUTTERFLY NETWORK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,301 shares; 2024Q4: 38,151 shares; 2025Q1: 37,851 shares; 2025Q2: 36,911 shares; 2025Q3: 36,591 shares 36,591 $70.6K 0.01% -320 Timeline GLO CLOUGH GLOBAL OPPORTUNITIES More: the full row for CLOUGH GLOBAL OPPORTUNITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,600 shares; 2024Q4: 27,000 shares; 2025Q1: 24,200 shares; 2025Q2: 13,300 shares; 2025Q3: 11,600 shares 11,600 $66.1K 0.01% -1,700 Timeline DSX DIANA SHIPPING INC More: the full row for DIANA SHIPPING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,000 shares; 2024Q4: 26,000 shares; 2025Q1: 26,000 shares; 2025Q2: 26,000 shares; 2025Q3: 26,000 shares 26,000 $43.7K 0.01% 0 Timeline