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: 94,066 shares; 2024Q4: 94,129 shares; 2025Q1: 93,802 shares; 2025Q2: 95,069 shares; 2025Q3: 95,711 shares 95,711 $20.7M 4.79% +642 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329,595 shares; 2024Q4: 318,786 shares; 2025Q1: 293,041 shares; 2025Q2: 285,002 shares; 2025Q3: 305,566 shares 305,566 $18.3M 4.25% +20,564 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,467 shares; 2024Q4: 256,067 shares; 2025Q1: 298,745 shares; 2025Q2: 323,910 shares; 2025Q3: 361,733 shares 361,733 $18.3M 4.25% +37,823 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: 35,100 shares; 2024Q4: 34,955 shares; 2025Q1: 34,834 shares; 2025Q2: 35,477 shares; 2025Q3: 35,299 shares 35,299 $16.9M 3.93% -178 Timeline VLUE 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: 112,177 shares; 2024Q4: 115,666 shares; 2025Q1: 118,882 shares; 2025Q2: 118,120 shares; 2025Q3: 115,367 shares 115,367 $14.4M 3.35% -2,753 Timeline DFUV 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: 288,403 shares; 2024Q4: 297,266 shares; 2025Q1: 306,042 shares; 2025Q2: 278,489 shares; 2025Q3: 270,523 shares 270,523 $12.1M 2.8% -7,966 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 890 shares; 2025Q3: 153,379 shares 153,379 $12M 2.79% +152,489 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,438 shares; 2024Q4: 185,785 shares; 2025Q1: 194,771 shares; 2025Q2: 200,326 shares; 2025Q3: 223,267 shares 223,267 $11M 2.56% +22,941 Timeline VOT 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: 35,863 shares; 2024Q4: 36,027 shares; 2025Q1: 36,835 shares; 2025Q2: 37,114 shares; 2025Q3: 36,640 shares 36,640 $10.8M 2.5% -474 Timeline IQLT 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: 177,814 shares; 2024Q4: 186,526 shares; 2025Q1: 192,704 shares; 2025Q2: 194,341 shares; 2025Q3: 197,580 shares 197,580 $8.73M 2.02% +3,239 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,774 shares; 2024Q4: 16,637 shares; 2025Q1: 15,577 shares; 2025Q2: 16,764 shares; 2025Q3: 16,574 shares 16,574 $8.58M 1.99% -190 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: 69,678 shares; 2024Q4: 71,213 shares; 2025Q1: 72,466 shares; 2025Q2: 73,530 shares; 2025Q3: 74,113 shares 74,113 $6.64M 1.54% +583 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,499 shares; 2024Q4: 99,617 shares; 2025Q1: 101,301 shares; 2025Q2: 100,332 shares; 2025Q3: 100,792 shares 100,792 $6.47M 1.5% +460 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: 26,604 shares; 2024Q4: 25,645 shares; 2025Q1: 24,686 shares; 2025Q2: 23,685 shares; 2025Q3: 24,539 shares 24,539 $6.25M 1.45% +854 Timeline DFIS 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: 167,647 shares; 2024Q4: 180,880 shares; 2025Q1: 187,820 shares; 2025Q2: 188,157 shares; 2025Q3: 196,429 shares 196,429 $6.21M 1.44% +8,272 Timeline SMLF 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: 83,136 shares; 2024Q4: 81,767 shares; 2025Q1: 77,787 shares; 2025Q2: 76,029 shares; 2025Q3: 75,537 shares 75,537 $5.62M 1.3% -492 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242,870 shares; 2024Q4: 265,857 shares; 2025Q1: 281,173 shares; 2025Q2: 297,073 shares; 2025Q3: 325,452 shares 325,452 $5.43M 1.26% +28,379 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,764 shares; 2024Q4: 213,726 shares; 2025Q1: 224,685 shares; 2025Q2: 234,422 shares; 2025Q3: 259,699 shares 259,699 $5.42M 1.26% +25,277 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,947 shares; 2024Q4: 251,233 shares; 2025Q1: 266,797 shares; 2025Q2: 285,094 shares; 2025Q3: 311,763 shares 311,763 $5.27M 1.22% +26,669 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,251 shares; 2024Q4: 222,108 shares; 2025Q1: 236,003 shares; 2025Q2: 251,683 shares; 2025Q3: 276,710 shares 276,710 $5.2M 1.21% +25,027 Timeline BSCX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,603 shares; 2024Q4: 201,184 shares; 2025Q1: 206,097 shares; 2025Q2: 206,604 shares; 2025Q3: 231,984 shares 231,984 $4.98M 1.15% +25,380 Timeline LRGF 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: 74,834 shares; 2024Q4: 71,791 shares; 2025Q1: 69,296 shares; 2025Q2: 68,370 shares; 2025Q3: 68,302 shares 68,302 $4.72M 1.09% -68 Timeline DFIV 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: 85,974 shares; 2024Q4: 90,093 shares; 2025Q1: 93,290 shares; 2025Q2: 92,500 shares; 2025Q3: 93,268 shares 93,268 $4.3M 1% +768 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,985 shares; 2024Q4: 51,526 shares; 2025Q1: 52,198 shares; 2025Q2: 52,762 shares; 2025Q3: 53,210 shares 53,210 $4.25M 0.98% +448 Timeline BSCY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 580 shares; 2024Q4: 78,905 shares; 2025Q1: 126,244 shares; 2025Q2: 163,470 shares; 2025Q3: 199,762 shares 199,762 $4.2M 0.97% +36,292 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: 9,339 shares; 2024Q4: 8,373 shares; 2025Q1: 8,372 shares; 2025Q2: 8,022 shares; 2025Q3: 8,087 shares 8,087 $4.07M 0.94% +65 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,080 shares; 2024Q4: 183,081 shares; 2025Q1: 183,774 shares; 2025Q2: 196,553 shares; 2025Q3: 192,618 shares 192,618 $3.99M 0.92% -3,935 DFSI 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: 70,726 shares; 2024Q4: 82,911 shares; 2025Q1: 86,646 shares; 2025Q2: 84,340 shares; 2025Q3: 95,054 shares 95,054 $3.89M 0.9% +10,714 Timeline DFSU 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: 74,068 shares; 2024Q4: 77,903 shares; 2025Q1: 78,598 shares; 2025Q2: 84,148 shares; 2025Q3: 91,066 shares 91,066 $3.87M 0.9% +6,918 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: 18,368 shares; 2024Q4: 19,515 shares; 2025Q1: 20,084 shares; 2025Q2: 19,999 shares; 2025Q3: 20,356 shares 20,356 $3.8M 0.88% +357 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares 5 $3.77M 0.87% 0 Timeline USFR 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: 38,440 shares; 2024Q4: 36,566 shares; 2025Q1: 73,463 shares; 2025Q2: 69,659 shares; 2025Q3: 66,283 shares 66,283 $3.33M 0.77% -3,376 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,951 shares; 2024Q4: 126,541 shares; 2025Q1: 139,156 shares; 2025Q2: 131,409 shares; 2025Q3: 132,134 shares 132,134 $3.32M 0.77% +725 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: 8,933 shares; 2024Q4: 8,755 shares; 2025Q1: 8,615 shares; 2025Q2: 10,308 shares; 2025Q3: 10,239 shares 10,239 $3.23M 0.75% -69 Timeline DGS 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: 49,455 shares; 2024Q4: 50,455 shares; 2025Q1: 51,030 shares; 2025Q2: 50,942 shares; 2025Q3: 52,013 shares 52,013 $2.97M 0.69% +1,071 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,911 shares; 2024Q4: 32,783 shares; 2025Q1: 33,273 shares; 2025Q2: 33,024 shares; 2025Q3: 32,443 shares 32,443 $2.85M 0.66% -581 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,547 shares; 2024Q4: 90,654 shares; 2025Q1: 89,204 shares; 2025Q2: 89,204 shares; 2025Q3: 89,204 shares 89,204 $2.78M 0.64% 0 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,238 shares; 2024Q4: 204,911 shares; 2025Q1: 217,215 shares; 2025Q2: 119,132 shares; 2025Q3: 127,263 shares 127,263 $2.62M 0.61% +8,131 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,043 shares; 2024Q4: 208,788 shares; 2025Q1: 220,936 shares; 2025Q2: 122,772 shares; 2025Q3: 132,022 shares 132,022 $2.6M 0.6% +9,250 Timeline IBIE 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: 91,427 shares; 2025Q3: 98,352 shares 98,352 $2.6M 0.6% +6,925 Timeline IBID 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: 91,636 shares; 2025Q3: 98,776 shares 98,776 $2.59M 0.6% +7,140 Timeline IBIC 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: 91,244 shares; 2025Q3: 97,649 shares 97,649 $2.53M 0.59% +6,405 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,085 shares; 2024Q4: 208,449 shares; 2025Q1: 220,077 shares; 2025Q2: 119,902 shares; 2025Q3: 128,835 shares 128,835 $2.52M 0.58% +8,933 Timeline ESGV 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: 17,869 shares; 2024Q4: 24,669 shares; 2025Q1: 17,684 shares; 2025Q2: 17,529 shares; 2025Q3: 20,409 shares 20,409 $2.42M 0.56% +2,880 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: 21,569 shares; 2024Q4: 20,697 shares; 2025Q1: 20,290 shares; 2025Q2: 21,828 shares; 2025Q3: 21,314 shares 21,314 $2.4M 0.56% -514 Timeline GMF 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: 16,923 shares; 2024Q4: 17,285 shares; 2025Q1: 17,745 shares; 2025Q2: 17,046 shares; 2025Q3: 16,646 shares 16,646 $2.31M 0.54% -400 Timeline IAGG 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: 32,129 shares; 2024Q4: 31,664 shares; 2025Q1: 36,508 shares; 2025Q2: 42,723 shares; 2025Q3: 42,458 shares 42,458 $2.18M 0.5% -265 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: 7,474 shares; 2024Q4: 7,527 shares; 2025Q1: 7,520 shares; 2025Q2: 7,640 shares; 2025Q3: 8,852 shares 8,852 $2.15M 0.5% +1,212 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: 5,496 shares; 2024Q4: 5,542 shares; 2025Q1: 5,587 shares; 2025Q2: 6,852 shares; 2025Q3: 7,382 shares 7,382 $2.08M 0.48% +530 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,844 shares; 2024Q4: 3,876 shares; 2025Q1: 3,442 shares; 2025Q2: 19,650 shares; 2025Q3: 26,463 shares 26,463 $2.07M 0.48% +6,813 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: 5,287 shares; 2024Q4: 5,310 shares; 2025Q1: 5,333 shares; 2025Q2: 5,496 shares; 2025Q3: 5,579 shares 5,579 $1.84M 0.43% +83 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: 4,243 shares; 2024Q4: 4,215 shares; 2025Q1: 4,206 shares; 2025Q2: 4,495 shares; 2025Q3: 4,513 shares 4,513 $1.83M 0.42% +18 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: 9,271 shares; 2024Q4: 8,699 shares; 2025Q1: 8,836 shares; 2025Q2: 9,791 shares; 2025Q3: 9,759 shares 9,759 $1.81M 0.42% -32 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,150 shares; 2024Q4: 42,645 shares; 2025Q1: 40,205 shares; 2025Q2: 40,640 shares; 2025Q3: 39,262 shares 39,262 $1.77M 0.41% -1,378 Timeline IBDS 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: 8,965 shares; 2024Q4: 8,905 shares; 2025Q1: 8,985 shares; 2025Q2: 42,786 shares; 2025Q3: 72,516 shares 72,516 $1.77M 0.41% +29,730 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: 4,828 shares; 2024Q4: 4,839 shares; 2025Q1: 5,051 shares; 2025Q2: 5,885 shares; 2025Q3: 5,833 shares 5,833 $1.75M 0.41% -52 Timeline SUSA 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: 12,707 shares; 2024Q4: 12,347 shares; 2025Q1: 12,227 shares; 2025Q2: 12,212 shares; 2025Q3: 12,212 shares 12,212 $1.66M 0.38% 0 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: 5,876 shares; 2024Q4: 5,830 shares; 2025Q1: 5,811 shares; 2025Q2: 5,526 shares; 2025Q3: 5,496 shares 5,496 $1.61M 0.37% -30 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: 6,219 shares; 2024Q4: 6,296 shares; 2025Q1: 6,196 shares; 2025Q2: 6,342 shares; 2025Q3: 7,120 shares 7,120 $1.56M 0.36% +778 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: 5,409 shares; 2024Q4: 5,597 shares; 2025Q1: 5,490 shares; 2025Q2: 5,916 shares; 2025Q3: 6,388 shares 6,388 $1.56M 0.36% +472 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: 38,568 shares; 2024Q4: 35,963 shares; 2025Q1: 33,707 shares; 2025Q2: 29,516 shares; 2025Q3: 26,674 shares 26,674 $1.55M 0.36% -2,842 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,968 shares; 2024Q4: 4,043 shares; 2025Q1: 3,853 shares; 2025Q2: 4,179 shares; 2025Q3: 4,179 shares 4,179 $1.54M 0.36% 0 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,885 shares; 2024Q4: 56,655 shares; 2025Q1: 56,635 shares; 2025Q2: 55,615 shares; 2025Q3: 55,605 shares 55,605 $1.46M 0.34% -10 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: 5,147 shares; 2024Q4: 4,951 shares; 2025Q1: 4,966 shares; 2025Q2: 5,210 shares; 2025Q3: 5,165 shares 5,165 $1.46M 0.34% -45 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,355 shares; 2024Q4: 31,305 shares; 2025Q1: 31,305 shares; 2025Q2: 31,305 shares; 2025Q3: 31,305 shares 31,305 $1.42M 0.33% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,038 shares; 2024Q4: 18,101 shares; 2025Q1: 18,053 shares; 2025Q2: 18,026 shares; 2025Q3: 17,985 shares 17,985 $1.4M 0.32% -41 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: 3,005 shares; 2024Q4: 2,876 shares; 2025Q1: 2,876 shares; 2025Q2: 2,876 shares; 2025Q3: 2,924 shares 2,924 $1.37M 0.32% +48 Timeline DLS 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: 18,049 shares; 2024Q4: 19,480 shares; 2025Q1: 19,311 shares; 2025Q2: 17,551 shares; 2025Q3: 17,186 shares 17,186 $1.37M 0.32% -365 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,876 shares; 2024Q4: 32,736 shares; 2025Q1: 32,104 shares; 2025Q2: 32,129 shares; 2025Q3: 29,722 shares 29,722 $1.3M 0.3% -2,407 Timeline VSGX 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: 26,841 shares; 2024Q4: 33,233 shares; 2025Q1: 26,551 shares; 2025Q2: 20,227 shares; 2025Q3: 18,604 shares 18,604 $1.29M 0.3% -1,623 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: 7,988 shares; 2024Q4: 8,854 shares; 2025Q1: 8,120 shares; 2025Q2: 8,562 shares; 2025Q3: 8,346 shares 8,346 $1.28M 0.3% -216 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: 2,188 shares; 2024Q4: 2,183 shares; 2025Q1: 2,199 shares; 2025Q2: 2,391 shares; 2025Q3: 2,473 shares 2,473 $1.18M 0.27% +82 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: 17,001 shares; 2024Q4: 17,401 shares; 2025Q1: 16,488 shares; 2025Q2: 17,048 shares; 2025Q3: 16,957 shares 16,957 $1.16M 0.27% -91 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: 4,486 shares; 2024Q4: 4,507 shares; 2025Q1: 4,375 shares; 2025Q2: 4,125 shares; 2025Q3: 4,149 shares 4,149 $1.16M 0.27% +24 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: 4,792 shares; 2024Q4: 4,679 shares; 2025Q1: 4,669 shares; 2025Q2: 4,729 shares; 2025Q3: 4,807 shares 4,807 $1.11M 0.26% +78 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,397 shares; 2024Q4: 8,159 shares; 2025Q1: 8,199 shares; 2025Q2: 8,189 shares; 2025Q3: 8,184 shares 8,184 $1.06M 0.24% -5 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: 966 shares; 2024Q4: 952 shares; 2025Q1: 1,167 shares; 2025Q2: 1,141 shares; 2025Q3: 1,333 shares 1,333 $1.02M 0.24% +192 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: 1,251 shares; 2024Q4: 2,108 shares; 2025Q1: 1,251 shares; 2025Q2: 1,239 shares; 2025Q3: 1,517 shares 1,517 $1.02M 0.24% +278 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: 15,452 shares; 2024Q4: 18,816 shares; 2025Q1: 16,863 shares; 2025Q2: 17,357 shares; 2025Q3: 19,672 shares 19,672 $1.01M 0.24% +2,315 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,480 shares; 2024Q4: 22,565 shares; 2025Q1: 22,565 shares; 2025Q2: 22,565 shares; 2025Q3: 22,565 shares 22,565 $995K 0.23% 0 Timeline DFSE 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: 19,145 shares; 2024Q4: 20,050 shares; 2025Q1: 20,730 shares; 2025Q2: 21,443 shares; 2025Q3: 23,974 shares 23,974 $985K 0.23% +2,531 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: 1,423 shares; 2024Q4: 1,437 shares; 2025Q1: 1,471 shares; 2025Q2: 1,432 shares; 2025Q3: 1,432 shares 1,432 $954K 0.22% 0 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: 52,238 shares; 2024Q4: 33,956 shares; 2025Q1: 35,053 shares; 2025Q2: 36,624 shares; 2025Q3: 37,047 shares 37,047 $944K 0.22% +423 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,568 shares; 2024Q4: 101,009 shares; 2025Q1: 106,957 shares; 2025Q2: 110,957 shares; 2025Q3: 9,399 shares 9,399 $942K 0.22% -101,558 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: 2,045 shares; 2024Q4: 2,239 shares; 2025Q1: 2,290 shares; 2025Q2: 3,539 shares; 2025Q3: 2,832 shares 2,832 $929K 0.22% -707 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: 1,628 shares; 2024Q4: 1,260 shares; 2025Q1: 1,260 shares; 2025Q2: 1,448 shares; 2025Q3: 1,446 shares 1,446 $886K 0.21% -2 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: 2,612 shares; 2024Q4: 2,559 shares; 2025Q1: 2,554 shares; 2025Q2: 2,621 shares; 2025Q3: 2,583 shares 2,583 $882K 0.2% -38 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: 1,202 shares; 2024Q4: 1,195 shares; 2025Q1: 1,246 shares; 2025Q2: 1,485 shares; 2025Q3: 1,411 shares 1,411 $868K 0.2% -74 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: 1,291 shares; 2024Q4: 1,396 shares; 2025Q1: 1,396 shares; 2025Q2: 1,396 shares; 2025Q3: 1,396 shares 1,396 $838K 0.19% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,040 shares; 2024Q4: 4,856 shares; 2025Q1: 4,995 shares; 2025Q2: 5,293 shares; 2025Q3: 5,295 shares 5,295 $822K 0.19% +2 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: 5,691 shares; 2024Q4: 4,100 shares; 2025Q1: 5,562 shares; 2025Q2: 5,962 shares; 2025Q3: 5,836 shares 5,836 $820K 0.19% -126 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,502 shares; 2024Q4: 17,727 shares; 2025Q1: 20,932 shares; 2025Q2: 30,797 shares; 2025Q3: 30,957 shares 30,957 $812K 0.19% +160 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,069 shares; 2024Q4: 5,038 shares; 2025Q1: 5,050 shares; 2025Q2: 5,094 shares; 2025Q3: 5,105 shares 5,105 $811K 0.19% +11 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: 5,428 shares; 2024Q4: 5,367 shares; 2025Q1: 5,336 shares; 2025Q2: 5,336 shares; 2025Q3: 5,178 shares 5,178 $799K 0.19% -158 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: 4,582 shares; 2024Q4: 4,515 shares; 2025Q1: 4,507 shares; 2025Q2: 4,768 shares; 2025Q3: 4,769 shares 4,769 $798K 0.19% +1 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: 4,817 shares; 2025Q1: 4,843 shares; 2025Q2: 5,442 shares; 2025Q3: 5,335 shares 5,335 $777K 0.18% -107 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: 8,144 shares; 2024Q4: 8,018 shares; 2025Q1: 7,542 shares; 2025Q2: 7,388 shares; 2025Q3: 7,254 shares 7,254 $748K 0.17% -134 Timeline IBCA 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: 1,235 shares; 2025Q3: 28,363 shares 28,363 $739K 0.17% +27,128 Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,967 shares; 2024Q4: 21,502 shares; 2025Q1: 19,812 shares; 2025Q2: 19,097 shares; 2025Q3: 19,010 shares 19,010 $735K 0.17% -87 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,482 shares; 2024Q4: 9,532 shares; 2025Q1: 9,532 shares; 2025Q2: 9,532 shares; 2025Q3: 8,964 shares 8,964 $712K 0.17% -568 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: 6,198 shares; 2024Q4: 6,221 shares; 2025Q1: 6,213 shares; 2025Q2: 6,482 shares; 2025Q3: 6,113 shares 6,113 $700K 0.16% -369 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: 908 shares; 2024Q4: 982 shares; 2025Q1: 897 shares; 2025Q2: 931 shares; 2025Q3: 951 shares 951 $698K 0.16% +20 Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,890 shares; 2024Q4: 10,890 shares; 2025Q1: 10,890 shares; 2025Q2: 18,590 shares; 2025Q3: 14,415 shares 14,415 $685K 0.16% -4,175 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: 8,635 shares; 2024Q4: 8,538 shares; 2025Q1: 8,429 shares; 2025Q2: 10,227 shares; 2025Q3: 10,185 shares 10,185 $675K 0.16% -42 Timeline BSMU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,105 shares; 2024Q4: 27,060 shares; 2025Q1: 27,895 shares; 2025Q2: 29,405 shares; 2025Q3: 29,225 shares 29,225 $641K 0.15% -180 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,631 shares; 2024Q4: 6,631 shares; 2025Q1: 6,631 shares; 2025Q2: 6,631 shares; 2025Q3: 6,806 shares 6,806 $633K 0.15% +175 Timeline IMCG 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: 6,375 shares; 2024Q4: 6,370 shares; 2025Q1: 6,370 shares; 2025Q2: 7,710 shares; 2025Q3: 7,550 shares 7,550 $625K 0.14% -160 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,775 shares; 2024Q4: 4,015 shares; 2025Q1: 3,880 shares; 2025Q2: 4,265 shares; 2025Q3: 4,465 shares 4,465 $615K 0.14% +200 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: 4,379 shares; 2024Q4: 4,470 shares; 2025Q1: 4,418 shares; 2025Q2: 4,546 shares; 2025Q3: 4,586 shares 4,586 $614K 0.14% +40 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,836 shares; 2024Q4: 13,776 shares; 2025Q1: 13,771 shares; 2025Q2: 13,771 shares; 2025Q3: 13,761 shares 13,761 $613K 0.14% -10 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: 2,166 shares; 2024Q4: 2,166 shares; 2025Q1: 2,166 shares; 2025Q2: 2,166 shares; 2025Q3: 2,166 shares 2,166 $611K 0.14% 0 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: 1,810 shares; 2024Q4: 1,801 shares; 2025Q1: 1,803 shares; 2025Q2: 2,026 shares; 2025Q3: 1,991 shares 1,991 $605K 0.14% -35 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,705 shares; 2024Q4: 23,550 shares; 2025Q1: 23,690 shares; 2025Q2: 23,860 shares; 2025Q3: 25,785 shares 25,785 $604K 0.14% +1,925 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,666 shares; 2024Q4: 4,666 shares; 2025Q1: 4,666 shares; 2025Q2: 4,666 shares; 2025Q3: 4,666 shares 4,666 $597K 0.14% 0 Timeline BSMW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,580 shares; 2024Q4: 19,530 shares; 2025Q1: 21,935 shares; 2025Q2: 25,180 shares; 2025Q3: 23,595 shares 23,595 $589K 0.14% -1,585 Timeline BSMT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,440 shares; 2024Q4: 20,215 shares; 2025Q1: 20,825 shares; 2025Q2: 22,830 shares; 2025Q3: 24,970 shares 24,970 $577K 0.13% +2,140 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 816 shares; 2024Q4: 811 shares; 2025Q1: 821 shares; 2025Q2: 1,351 shares; 2025Q3: 1,178 shares 1,178 $561K 0.13% -173 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: 2,148 shares; 2024Q4: 2,145 shares; 2025Q1: 2,883 shares; 2025Q2: 3,030 shares; 2025Q3: 3,600 shares 3,600 $559K 0.13% +570 Timeline BSSX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,200 shares; 2024Q4: 15,095 shares; 2025Q1: 18,050 shares; 2025Q2: 19,740 shares; 2025Q3: 20,945 shares 20,945 $535K 0.12% +1,205 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: 5,861 shares; 2024Q4: 5,675 shares; 2025Q1: 5,528 shares; 2025Q2: 6,016 shares; 2025Q3: 6,349 shares 6,349 $533K 0.12% +333 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: 2,128 shares; 2024Q4: 2,078 shares; 2025Q1: 2,093 shares; 2025Q2: 2,098 shares; 2025Q3: 2,109 shares 2,109 $530K 0.12% +11 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,506 shares; 2024Q4: 3,622 shares; 2025Q1: 4,707 shares; 2025Q2: 4,707 shares; 2025Q3: 4,707 shares 4,707 $530K 0.12% 0 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,610 shares; 2024Q4: 20,510 shares; 2025Q1: 21,370 shares; 2025Q2: 20,049 shares; 2025Q3: 22,093 shares 22,093 $523K 0.12% +2,044 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: 5,460 shares; 2024Q4: 5,460 shares; 2025Q1: 5,475 shares; 2025Q2: 5,455 shares; 2025Q3: 5,455 shares 5,455 $521K 0.12% 0 Timeline BSMY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,082 shares; 2025Q1: 13,692 shares; 2025Q2: 17,367 shares; 2025Q3: 20,997 shares 20,997 $511K 0.12% +3,630 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,130 shares; 2024Q4: 4,073 shares; 2025Q1: 4,073 shares; 2025Q2: 4,073 shares; 2025Q3: 3,953 shares 3,953 $498K 0.12% -120 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: 808 shares; 2024Q4: 829 shares; 2025Q1: 813 shares; 2025Q2: 790 shares; 2025Q3: 771 shares 771 $493K 0.11% -19 Timeline ESGE 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: 15,162 shares; 2024Q4: 15,097 shares; 2025Q1: 14,937 shares; 2025Q2: 14,532 shares; 2025Q3: 11,066 shares 11,066 $480K 0.11% -3,466 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: 2,052 shares; 2024Q4: 2,058 shares; 2025Q1: 2,066 shares; 2025Q2: 2,181 shares; 2025Q3: 1,987 shares 1,987 $471K 0.11% -194 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: 7,815 shares; 2024Q4: 6,426 shares; 2025Q1: 6,179 shares; 2025Q2: 6,267 shares; 2025Q3: 6,246 shares 6,246 $471K 0.11% -21 Timeline BSMV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,665 shares; 2024Q4: 21,600 shares; 2025Q1: 22,630 shares; 2025Q2: 23,445 shares; 2025Q3: 22,290 shares 22,290 $468K 0.11% -1,155 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: 3,231 shares; 2024Q4: 3,219 shares; 2025Q1: 3,241 shares; 2025Q2: 3,291 shares; 2025Q3: 3,299 shares 3,299 $468K 0.11% +8 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: 2,661 shares; 2024Q4: 2,660 shares; 2025Q1: 2,682 shares; 2025Q2: 2,879 shares; 2025Q3: 2,810 shares 2,810 $456K 0.11% -69 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: 3,289 shares; 2024Q4: 3,292 shares; 2025Q1: 2,976 shares; 2025Q2: 2,939 shares; 2025Q3: 1,801 shares 1,801 $444K 0.1% -1,138 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: 1,540 shares; 2024Q4: 1,586 shares; 2025Q1: 1,605 shares; 2025Q2: 1,607 shares; 2025Q3: 1,640 shares 1,640 $438K 0.1% +33 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,545 shares; 2024Q4: 10,315 shares; 2025Q1: 10,200 shares; 2025Q2: 10,200 shares; 2025Q3: 9,720 shares 9,720 $433K 0.1% -480 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: 2,079 shares; 2024Q4: 2,044 shares; 2025Q1: 1,936 shares; 2025Q2: 1,867 shares; 2025Q3: 1,833 shares 1,833 $433K 0.1% -34 Timeline IBDX 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: 8,768 shares; 2024Q4: 8,353 shares; 2025Q1: 9,663 shares; 2025Q2: 16,668 shares; 2025Q3: 16,668 shares 16,668 $427K 0.1% 0 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: 335 shares; 2024Q4: 343 shares; 2025Q1: 348 shares; 2025Q2: 352 shares; 2025Q3: 353 shares 353 $423K 0.1% +1 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: 970 shares; 2024Q4: 936 shares; 2025Q1: 907 shares; 2025Q2: 982 shares; 2025Q3: 951 shares 951 $423K 0.1% -31 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,541 shares; 2024Q4: 2,541 shares; 2025Q1: 2,621 shares; 2025Q2: 2,621 shares; 2025Q3: 2,621 shares 2,621 $411K 0.1% 0 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: 7,495 shares; 2024Q4: 8,270 shares; 2025Q1: 8,260 shares; 2025Q2: 7,555 shares; 2025Q3: 6,110 shares 6,110 $411K 0.1% -1,445 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,645 shares; 2024Q4: 15,240 shares; 2025Q1: 15,660 shares; 2025Q2: 15,000 shares; 2025Q3: 17,015 shares 17,015 $402K 0.09% +2,015 Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,175 shares; 2024Q4: 11,175 shares; 2025Q1: 11,175 shares; 2025Q2: 11,175 shares; 2025Q3: 11,175 shares 11,175 $399K 0.09% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,298 shares; 2024Q4: 1,328 shares; 2025Q1: 1,337 shares; 2025Q2: 1,946 shares; 2025Q3: 1,939 shares 1,939 $397K 0.09% -7 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: 2,572 shares; 2024Q4: 13,281 shares; 2025Q1: 13,345 shares; 2025Q2: 13,396 shares; 2025Q3: 13,686 shares 13,686 $394K 0.09% +290 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: 2,783 shares; 2024Q4: 2,788 shares; 2025Q1: 2,736 shares; 2025Q2: 2,972 shares; 2025Q3: 3,028 shares 3,028 $388K 0.09% +56 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,572 shares; 2024Q4: 9,430 shares; 2025Q1: 9,430 shares; 2025Q2: 9,035 shares; 2025Q3: 9,035 shares 9,035 $388K 0.09% 0 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: 1,199 shares; 2024Q4: 1,156 shares; 2025Q1: 1,204 shares; 2025Q2: 1,377 shares; 2025Q3: 1,374 shares 1,374 $388K 0.09% -3 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: 2,708 shares; 2025Q1: 2,928 shares; 2025Q2: 2,780 shares; 2025Q3: 2,857 shares 2,857 $383K 0.09% +77 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,970 shares; 2024Q4: 4,970 shares; 2025Q1: 4,255 shares; 2025Q2: 4,255 shares; 2025Q3: 4,255 shares 4,255 $380K 0.09% 0 Timeline STN STANTEC INC More: the full row for STANTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,499 shares; 2024Q4: 3,512 shares; 2025Q1: 3,513 shares; 2025Q2: 3,503 shares; 2025Q3: 3,510 shares 3,510 $378K 0.09% +7 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: 1,661 shares; 2024Q4: 1,811 shares; 2025Q1: 1,711 shares; 2025Q2: 1,863 shares; 2025Q3: 1,863 shares 1,863 $368K 0.09% 0 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: 4,970 shares; 2024Q4: 2,952 shares; 2025Q1: 5,146 shares; 2025Q2: 4,701 shares; 2025Q3: 4,581 shares 4,581 $366K 0.08% -120 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,046 shares; 2024Q4: 1,046 shares; 2025Q1: 1,046 shares; 2025Q2: 1,052 shares; 2025Q3: 1,052 shares 1,052 $364K 0.08% 0 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: 5,716 shares; 2024Q4: 5,490 shares; 2025Q1: 5,523 shares; 2025Q2: 5,523 shares; 2025Q3: 5,325 shares 5,325 $363K 0.08% -198 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 839 shares; 2024Q4: 839 shares; 2025Q1: 851 shares; 2025Q2: 846 shares; 2025Q3: 855 shares 855 $361K 0.08% +9 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,615 shares; 2024Q4: 15,842 shares; 2025Q1: 15,842 shares; 2025Q2: 15,842 shares; 2025Q3: 15,842 shares 15,842 $361K 0.08% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,145 shares; 2024Q4: 4,463 shares; 2025Q1: 5,926 shares; 2025Q2: 5,968 shares; 2025Q3: 5,707 shares 5,707 $357K 0.08% -261 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,669 shares; 2024Q4: 7,474 shares; 2025Q1: 7,377 shares; 2025Q2: 7,373 shares; 2025Q3: 6,609 shares 6,609 $356K 0.08% -764 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,931 shares; 2024Q4: 5,905 shares; 2025Q1: 5,954 shares; 2025Q2: 5,802 shares; 2025Q3: 5,818 shares 5,818 $345K 0.08% +16 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: 47,569 shares; 2024Q4: 48,254 shares; 2025Q1: 49,070 shares; 2025Q2: 50,279 shares; 2025Q3: 51,448 shares 51,448 $345K 0.08% +1,169 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: 4,706 shares; 2024Q4: 4,706 shares; 2025Q1: 3,806 shares; 2025Q2: 3,911 shares; 2025Q3: 4,136 shares 4,136 $339K 0.08% +225 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: 8,375 shares; 2024Q4: 8,525 shares; 2025Q1: 8,947 shares; 2025Q2: 10,477 shares; 2025Q3: 11,945 shares 11,945 $337K 0.08% +1,468 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: 4,406 shares; 2024Q4: 4,962 shares; 2025Q1: 4,464 shares; 2025Q2: 4,136 shares; 2025Q3: 5,521 shares 5,521 $337K 0.08% +1,385 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: 1,979 shares; 2024Q4: 1,951 shares; 2025Q1: 1,954 shares; 2025Q2: 2,023 shares; 2025Q3: 1,993 shares 1,993 $332K 0.08% -30 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: 466 shares; 2024Q4: 387 shares; 2025Q1: 411 shares; 2025Q2: 400 shares; 2025Q3: 412 shares 412 $328K 0.08% +12 Timeline IBDW 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: 8,615 shares; 2024Q4: 8,115 shares; 2025Q1: 9,520 shares; 2025Q2: 15,400 shares; 2025Q3: 15,400 shares 15,400 $327K 0.08% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 958 shares; 2024Q4: 948 shares; 2025Q1: 939 shares; 2025Q2: 945 shares; 2025Q3: 945 shares 945 $322K 0.07% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,466 shares; 2024Q4: 3,465 shares; 2025Q1: 3,470 shares; 2025Q2: 3,494 shares; 2025Q3: 3,477 shares 3,477 $318K 0.07% -17 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: 333 shares; 2024Q4: 335 shares; 2025Q1: 348 shares; 2025Q2: 349 shares; 2025Q3: 341 shares 341 $316K 0.07% -8 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: 601 shares; 2024Q4: 597 shares; 2025Q1: 584 shares; 2025Q2: 591 shares; 2025Q3: 686 shares 686 $314K 0.07% +95 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: 475 shares; 2024Q4: 493 shares; 2025Q1: 501 shares; 2025Q2: 537 shares; 2025Q3: 536 shares 536 $305K 0.07% -1 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,342 shares; 2024Q4: 4,342 shares; 2025Q1: 4,342 shares; 2025Q2: 4,353 shares; 2025Q3: 4,353 shares 4,353 $299K 0.07% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,467 shares; 2024Q4: 5,288 shares; 2025Q1: 5,158 shares; 2025Q2: 5,525 shares; 2025Q3: 6,662 shares 6,662 $293K 0.07% +1,137 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: 3,871 shares; 2024Q4: 3,766 shares; 2025Q1: 3,637 shares; 2025Q2: 3,149 shares; 2025Q3: 2,799 shares 2,799 $281K 0.07% -350 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: 2,926 shares; 2024Q4: 2,680 shares; 2025Q1: 2,935 shares; 2025Q2: 2,934 shares; 2025Q3: 2,968 shares 2,968 $281K 0.07% +34 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,785 shares; 2024Q4: 1,784 shares; 2025Q1: 1,799 shares; 2025Q2: 1,813 shares; 2025Q3: 1,810 shares 1,810 $275K 0.06% -3 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,101 shares; 2024Q4: 1,075 shares; 2025Q1: 1,088 shares; 2025Q2: 1,234 shares; 2025Q3: 1,237 shares 1,237 $273K 0.06% +3 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: 480 shares; 2024Q4: 455 shares; 2025Q1: 455 shares; 2025Q2: 467 shares; 2025Q3: 790 shares 790 $273K 0.06% +323 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: 1,250 shares; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,327 shares 1,327 $270K 0.06% +77 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 807 shares; 2024Q4: 957 shares; 2025Q1: 797 shares; 2025Q2: 913 shares; 2025Q3: 897 shares 897 $269K 0.06% -16 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: 1,992 shares; 2024Q4: 1,992 shares; 2025Q1: 2,198 shares; 2025Q2: 2,607 shares; 2025Q3: 2,644 shares 2,644 $268K 0.06% +37 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,175 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares 1,400 $267K 0.06% 0 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: 1,240 shares; 2024Q4: 1,234 shares; 2025Q1: 1,239 shares; 2025Q2: 1,234 shares; 2025Q3: 1,235 shares 1,235 $267K 0.06% +1 Timeline IBDU 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: 11,360 shares; 2024Q4: 10,910 shares; 2025Q1: 11,160 shares; 2025Q2: 11,145 shares; 2025Q3: 11,145 shares 11,145 $262K 0.06% 0 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: 5,199 shares; 2024Q4: 3,989 shares; 2025Q1: 3,989 shares; 2025Q2: 3,999 shares; 2025Q3: 3,999 shares 3,999 $261K 0.06% 0 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: 3,058 shares; 2024Q4: 3,127 shares; 2025Q1: 3,295 shares; 2025Q2: 4,502 shares; 2025Q3: 3,545 shares 3,545 $260K 0.06% -957 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares 1,600 $259K 0.06% 0 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,605 shares; 2024Q4: 11,605 shares; 2025Q1: 11,325 shares; 2025Q2: 11,160 shares; 2025Q3: 11,160 shares 11,160 $258K 0.06% 0 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: 2,725 shares; 2024Q4: 2,619 shares; 2025Q1: 2,802 shares; 2025Q2: 3,276 shares; 2025Q3: 3,495 shares 3,495 $250K 0.06% +219 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,577 shares; 2024Q4: 3,579 shares; 2025Q1: 3,626 shares; 2025Q2: 3,721 shares; 2025Q3: 3,708 shares 3,708 $250K 0.06% -13 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: 320 shares; 2024Q4: 317 shares; 2025Q1: 321 shares; 2025Q2: 323 shares; 2025Q3: 323 shares 323 $250K 0.06% 0 Timeline IBDV 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: 7,405 shares; 2024Q4: 6,925 shares; 2025Q1: 8,685 shares; 2025Q2: 11,220 shares; 2025Q3: 11,220 shares 11,220 $249K 0.06% 0 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: 1,491 shares; 2024Q4: 1,459 shares; 2025Q1: 1,505 shares; 2025Q2: 1,753 shares; 2025Q3: 1,674 shares 1,674 $247K 0.06% -79 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,740 shares; 2024Q4: 5,940 shares; 2025Q1: 5,940 shares; 2025Q2: 7,155 shares; 2025Q3: 6,640 shares 6,640 $244K 0.06% -515 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 860 shares; 2024Q4: 860 shares; 2025Q1: 213 shares; 2025Q2: 5,007 shares; 2025Q3: 3,409 shares 3,409 $243K 0.06% -1,598 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: 1,681 shares; 2024Q4: 1,685 shares; 2025Q1: 1,707 shares; 2025Q2: 1,801 shares; 2025Q3: 1,825 shares 1,825 $239K 0.06% +24 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,170 shares; 2024Q4: 11,075 shares; 2025Q1: 11,445 shares; 2025Q2: 9,720 shares; 2025Q3: 9,540 shares 9,540 $234K 0.05% -180 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: 2,722 shares; 2024Q4: 2,379 shares; 2025Q1: 2,575 shares; 2025Q2: 2,499 shares; 2025Q3: 2,442 shares 2,442 $233K 0.05% -57 Timeline EEMA 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: 2,570 shares; 2024Q4: 2,555 shares; 2025Q1: 2,550 shares; 2025Q2: 2,550 shares; 2025Q3: 2,530 shares 2,530 $232K 0.05% -20 Timeline AVSE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,160 shares; 2024Q4: 2,495 shares; 2025Q1: 3,180 shares; 2025Q2: 3,680 shares; 2025Q3: 3,630 shares 3,630 $231K 0.05% -50 Timeline IWO 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: 790 shares; 2024Q4: 790 shares; 2025Q1: 765 shares; 2025Q2: 741 shares; 2025Q3: 719 shares 719 $230K 0.05% -22 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 785 shares; 2024Q4: 785 shares; 2025Q1: 785 shares; 2025Q2: 796 shares; 2025Q3: 813 shares 813 $227K 0.05% +17 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: 1,999 shares; 2024Q4: 1,999 shares; 2025Q1: 1,968 shares; 2025Q2: 1,633 shares; 2025Q3: 1,633 shares 1,633 $225K 0.05% 0 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 927 shares; 2024Q4: 924 shares; 2025Q1: 931 shares; 2025Q2: 941 shares; 2025Q3: 885 shares 885 $223K 0.05% -56 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,949 shares; 2024Q4: 1,949 shares; 2025Q1: 1,949 shares; 2025Q2: 1,989 shares; 2025Q3: 1,941 shares 1,941 $222K 0.05% -48 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,979 shares; 2024Q4: 1,979 shares; 2025Q1: 1,979 shares; 2025Q2: 1,979 shares; 2025Q3: 1,979 shares 1,979 $221K 0.05% 0 Timeline IMCB 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: 3,985 shares; 2024Q4: 3,985 shares; 2025Q1: 3,985 shares; 2025Q2: 2,650 shares; 2025Q3: 2,650 shares 2,650 $220K 0.05% 0 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: 813 shares; 2024Q4: 813 shares; 2025Q1: 813 shares; 2025Q2: 838 shares; 2025Q3: 841 shares 841 $219K 0.05% +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: 5,270 shares; 2024Q4: 5,111 shares; 2025Q1: 3,918 shares; 2025Q2: 4,360 shares; 2025Q3: 4,564 shares 4,564 $218K 0.05% +204 Timeline AVSD AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,030 shares; 2024Q4: 3,030 shares; 2025Q1: 3,030 shares; 2025Q2: 3,030 shares; 2025Q3: 3,030 shares 3,030 $217K 0.05% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,032 shares; 2024Q4: 4,298 shares; 2025Q1: 4,709 shares; 2025Q2: 5,443 shares; 2025Q3: 5,002 shares 5,002 $216K 0.05% -441 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,813 shares; 2024Q4: 1,813 shares; 2025Q1: 1,813 shares; 2025Q2: 1,813 shares; 2025Q3: 1,813 shares 1,813 $215K 0.05% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 732 shares; 2024Q4: 749 shares; 2025Q1: 753 shares; 2025Q2: 753 shares; 2025Q3: 741 shares 741 $214K 0.05% -12 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,415 shares; 2025Q3: 3,415 shares 3,415 $212K 0.05% 0 Timeline ISHARES TR 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: 8,350 shares; 2024Q4: 9,064 shares; 2025Q1: 8,254 shares; 2025Q2: 8,494 shares; 2025Q3: 8,169 shares 8,169 $206K 0.05% -325 CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,473 shares; 2024Q4: 3,347 shares; 2025Q1: 3,017 shares; 2025Q2: 2,722 shares; 2025Q3: 2,571 shares 2,571 $206K 0.05% -151 Timeline PICB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,385 shares; 2025Q3: 8,500 shares 8,500 $203K 0.05% +115 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,357 shares; 2024Q4: 3,685 shares; 2025Q1: 3,076 shares; 2025Q2: 3,275 shares; 2025Q3: 3,123 shares 3,123 $202K 0.05% -152 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares 4,000 $202K 0.05% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,265 shares; 2024Q4: 3,265 shares; 2025Q1: 3,261 shares; 2025Q2: 3,265 shares; 2025Q3: 3,365 shares 3,365 $201K 0.05% +100 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: 3,788 shares; 2024Q4: 2,802 shares; 2025Q1: 3,874 shares; 2025Q2: 4,363 shares; 2025Q3: 5,827 shares 5,827 $200K 0.05% +1,464 Timeline IBDZ 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: 2,415 shares; 2025Q2: 7,390 shares; 2025Q3: 7,550 shares 7,550 $200K 0.05% +160 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: 972 shares; 2024Q4: 972 shares; 2025Q1: 962 shares; 2025Q2: 961 shares; 2025Q3: 946 shares 946 $199K 0.05% -15 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 643 shares; 2024Q4: 633 shares; 2025Q1: 623 shares; 2025Q2: 724 shares; 2025Q3: 726 shares 726 $199K 0.05% +2 Timeline IPAC 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: 2,710 shares; 2024Q4: 2,710 shares; 2025Q1: 2,690 shares; 2025Q2: 2,690 shares; 2025Q3: 2,585 shares 2,585 $190K 0.04% -105 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: 622 shares; 2024Q4: 570 shares; 2025Q1: 599 shares; 2025Q2: 560 shares; 2025Q3: 569 shares 569 $189K 0.04% +9 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,759 shares; 2024Q4: 2,729 shares; 2025Q1: 2,658 shares; 2025Q2: 2,734 shares; 2025Q3: 2,699 shares 2,699 $188K 0.04% -35 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,310 shares; 2024Q4: 2,310 shares; 2025Q1: 2,279 shares; 2025Q2: 2,279 shares; 2025Q3: 2,279 shares 2,279 $188K 0.04% 0 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: 1,940 shares; 2024Q4: 2,334 shares; 2025Q1: 2,394 shares; 2025Q2: 2,466 shares; 2025Q3: 2,629 shares 2,629 $187K 0.04% +163 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: 1,536 shares; 2024Q4: 1,536 shares; 2025Q1: 1,536 shares; 2025Q2: 1,536 shares; 2025Q3: 1,536 shares 1,536 $185K 0.04% 0 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,253 shares; 2024Q4: 2,253 shares; 2025Q1: 2,253 shares; 2025Q2: 1,785 shares; 2025Q3: 1,785 shares 1,785 $184K 0.04% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,368 shares; 2024Q4: 1,368 shares; 2025Q1: 1,354 shares; 2025Q2: 1,354 shares; 2025Q3: 1,354 shares 1,354 $184K 0.04% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145 shares; 2024Q4: 211 shares; 2025Q1: 219 shares; 2025Q2: 153 shares; 2025Q3: 187 shares 187 $181K 0.04% +34 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: 1,203 shares; 2024Q4: 1,271 shares; 2025Q1: 1,283 shares; 2025Q2: 1,275 shares; 2025Q3: 1,156 shares 1,156 $180K 0.04% -119 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: 4,610 shares; 2024Q4: 3,977 shares; 2025Q1: 4,005 shares; 2025Q2: 3,740 shares; 2025Q3: 3,972 shares 3,972 $179K 0.04% +232 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares 500 $178K 0.04% 0 Timeline MID AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,675 shares; 2024Q4: 2,675 shares; 2025Q1: 2,675 shares; 2025Q2: 2,675 shares; 2025Q3: 2,675 shares 2,675 $178K 0.04% 0 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: 1,299 shares; 2024Q4: 1,195 shares; 2025Q1: 1,208 shares; 2025Q2: 1,206 shares; 2025Q3: 1,210 shares 1,210 $177K 0.04% +4 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 606 shares; 2024Q4: 321 shares; 2025Q1: 666 shares; 2025Q2: 643 shares; 2025Q3: 544 shares 544 $176K 0.04% -99 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 945 shares; 2024Q4: 963 shares; 2025Q1: 1,021 shares; 2025Q2: 953 shares; 2025Q3: 1,164 shares 1,164 $171K 0.04% +211 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,034 shares; 2024Q4: 6,712 shares; 2025Q1: 7,042 shares; 2025Q2: 6,660 shares; 2025Q3: 6,266 shares 6,266 $171K 0.04% -394 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,542 shares; 2024Q4: 1,548 shares; 2025Q1: 1,561 shares; 2025Q2: 1,547 shares; 2025Q3: 1,559 shares 1,559 $169K 0.04% +12 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 443 shares; 2024Q4: 443 shares; 2025Q1: 443 shares; 2025Q2: 443 shares; 2025Q3: 443 shares 443 $168K 0.04% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 602 shares; 2024Q4: 616 shares; 2025Q1: 616 shares; 2025Q2: 670 shares; 2025Q3: 676 shares 676 $166K 0.04% +6 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: 184 shares; 2024Q4: 187 shares; 2025Q1: 183 shares; 2025Q2: 179 shares; 2025Q3: 180 shares 180 $166K 0.04% +1 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,535 shares; 2024Q4: 34,441 shares; 2025Q1: 35,208 shares; 2025Q2: 35,335 shares; 2025Q3: 35,505 shares 35,505 $161K 0.04% +170 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,561 shares; 2024Q4: 1,561 shares; 2025Q1: 1,312 shares; 2025Q2: 1,312 shares; 2025Q3: 1,300 shares 1,300 $160K 0.04% -12 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: 480 shares; 2024Q4: 480 shares; 2025Q1: 480 shares; 2025Q2: 500 shares; 2025Q3: 524 shares 524 $160K 0.04% +24 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: 1,973 shares; 2024Q4: 1,735 shares; 2025Q1: 1,735 shares; 2025Q2: 1,513 shares; 2025Q3: 2,813 shares 2,813 $160K 0.04% +1,300 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,133 shares; 2024Q4: 11,220 shares; 2025Q1: 12,027 shares; 2025Q2: 14,132 shares; 2025Q3: 15,087 shares 15,087 $158K 0.04% +955 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: 1,033 shares; 2024Q4: 1,098 shares; 2025Q1: 870 shares; 2025Q2: 1,481 shares; 2025Q3: 1,277 shares 1,277 $158K 0.04% -204 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: 732 shares; 2024Q4: 732 shares; 2025Q1: 732 shares; 2025Q2: 790 shares; 2025Q3: 756 shares 756 $158K 0.04% -34 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: 552 shares; 2024Q4: 536 shares; 2025Q1: 536 shares; 2025Q2: 536 shares; 2025Q3: 531 shares 531 $156K 0.04% -5 Timeline IWN 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: 826 shares; 2024Q4: 826 shares; 2025Q1: 826 shares; 2025Q2: 925 shares; 2025Q3: 880 shares 880 $156K 0.04% -45 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: 213 shares; 2024Q4: 214 shares; 2025Q1: 230 shares; 2025Q2: 318 shares; 2025Q3: 316 shares 316 $154K 0.04% -2 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,207 shares; 2024Q4: 1,199 shares; 2025Q1: 1,183 shares; 2025Q2: 1,196 shares; 2025Q3: 1,281 shares 1,281 $154K 0.04% +85 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: 318 shares; 2024Q4: 288 shares; 2025Q1: 305 shares; 2025Q2: 296 shares; 2025Q3: 308 shares 308 $149K 0.03% +12 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 957 shares; 2024Q4: 1,057 shares; 2025Q1: 1,075 shares; 2025Q2: 1,210 shares; 2025Q3: 1,175 shares 1,175 $149K 0.03% -35 Timeline ASR GRUPO AEROPORTUARIO DEL SURE More: the full row for GRUPO AEROPORTUARIO DEL SURE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 457 shares; 2024Q4: 449 shares; 2025Q1: 463 shares; 2025Q2: 461 shares; 2025Q3: 459 shares 459 $148K 0.03% -2 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: 11,294 shares; 2024Q4: 7,800 shares; 2025Q1: 11,165 shares; 2025Q2: 10,365 shares; 2025Q3: 12,353 shares 12,353 $148K 0.03% +1,988 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,612 shares; 2024Q4: 1,586 shares; 2025Q1: 1,574 shares; 2025Q2: 1,855 shares; 2025Q3: 1,967 shares 1,967 $148K 0.03% +112 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: 1,575 shares; 2024Q4: 1,580 shares; 2025Q1: 1,542 shares; 2025Q2: 1,779 shares; 2025Q3: 1,754 shares 1,754 $147K 0.03% -25 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 965 shares; 2025Q3: 1,676 shares 1,676 $146K 0.03% +711 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 793 shares; 2025Q1: 391 shares; 2025Q2: 661 shares; 2025Q3: 687 shares 687 $146K 0.03% +26 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,011 shares; 2024Q4: 1,011 shares; 2025Q1: 1,131 shares; 2025Q2: 1,289 shares; 2025Q3: 1,313 shares 1,313 $143K 0.03% +24 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: 32 shares; 2024Q4: 225 shares; 2025Q1: 237 shares; 2025Q2: 267 shares; 2025Q3: 775 shares 775 $141K 0.03% +508 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 638 shares; 2024Q4: 476 shares; 2025Q1: 610 shares; 2025Q2: 621 shares; 2025Q3: 620 shares 620 $141K 0.03% -1 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: 1,605 shares; 2024Q4: 1,667 shares; 2025Q1: 1,561 shares; 2025Q2: 1,711 shares; 2025Q3: 1,845 shares 1,845 $139K 0.03% +134 Timeline EFG 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: 1,398 shares; 2024Q4: 1,398 shares; 2025Q1: 1,468 shares; 2025Q2: 1,353 shares; 2025Q3: 1,223 shares 1,223 $139K 0.03% -130 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,075 shares; 2024Q4: 1,075 shares; 2025Q1: 1,075 shares; 2025Q2: 1,075 shares; 2025Q3: 1,075 shares 1,075 $139K 0.03% 0 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,310 shares; 2024Q4: 8,245 shares; 2025Q1: 8,245 shares; 2025Q2: 6,135 shares; 2025Q3: 2,515 shares 2,515 $138K 0.03% -3,620 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 670 shares; 2024Q4: 619 shares; 2025Q1: 615 shares; 2025Q2: 702 shares; 2025Q3: 689 shares 689 $137K 0.03% -13 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 802 shares; 2024Q4: 777 shares; 2025Q1: 608 shares; 2025Q2: 527 shares; 2025Q3: 488 shares 488 $136K 0.03% -39 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,906 shares; 2024Q4: 5,459 shares; 2025Q1: 2,399 shares; 2025Q2: 2,315 shares; 2025Q3: 2,315 shares 2,315 $136K 0.03% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 930 shares; 2024Q4: 930 shares; 2025Q1: 930 shares; 2025Q2: 895 shares; 2025Q3: 825 shares 825 $136K 0.03% -70 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,046 shares 5,046 $133K 0.03% new Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,699 shares; 2024Q4: 990 shares; 2025Q1: 2,660 shares; 2025Q2: 2,731 shares; 2025Q3: 2,781 shares 2,781 $131K 0.03% +50 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 332 shares; 2024Q4: 343 shares; 2025Q1: 359 shares; 2025Q2: 343 shares; 2025Q3: 332 shares 332 $130K 0.03% -11 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,194 shares; 2024Q4: 28,679 shares; 2025Q1: 1,706 shares; 2025Q2: 1,655 shares; 2025Q3: 1,655 shares 1,655 $129K 0.03% 0 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,743 shares; 2024Q4: 1,733 shares; 2025Q1: 1,775 shares; 2025Q2: 1,533 shares; 2025Q3: 1,671 shares 1,671 $128K 0.03% +138 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,569 shares; 2024Q4: 1,610 shares; 2025Q1: 1,591 shares; 2025Q2: 1,662 shares; 2025Q3: 1,640 shares 1,640 $128K 0.03% -22 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: 2,323 shares; 2024Q4: 1,055 shares; 2025Q1: 1,055 shares; 2025Q2: 1,055 shares; 2025Q3: 1,055 shares 1,055 $125K 0.03% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,212 shares; 2024Q4: 4,097 shares; 2025Q1: 3,953 shares; 2025Q2: 3,726 shares; 2025Q3: 3,714 shares 3,714 $125K 0.03% -12 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 691 shares; 2024Q4: 692 shares; 2025Q1: 697 shares; 2025Q2: 717 shares; 2025Q3: 717 shares 717 $124K 0.03% 0 Timeline INTERPUBLIC GROUP COS INTERPUBLIC GROUP COS More: the full row for INTERPUBLIC GROUP COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,671 shares; 2024Q4: 3,757 shares; 2025Q1: 4,489 shares; 2025Q2: 4,553 shares; 2025Q3: 4,428 shares 4,428 $124K 0.03% -125 QEFA 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: 1,505 shares; 2024Q4: 1,470 shares; 2025Q1: 1,435 shares; 2025Q2: 1,445 shares; 2025Q3: 1,395 shares 1,395 $123K 0.03% -50 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,187 shares; 2024Q4: 1,224 shares; 2025Q1: 1,247 shares; 2025Q2: 1,258 shares; 2025Q3: 1,258 shares 1,258 $121K 0.03% 0 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares 1,200 $120K 0.03% 0 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 296 shares; 2024Q4: 273 shares; 2025Q1: 1,514 shares; 2025Q2: 1,531 shares; 2025Q3: 1,573 shares 1,573 $120K 0.03% +42 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,780 shares; 2025Q3: 2,780 shares 2,780 $119K 0.03% 0 Timeline IBDT 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: 8,515 shares; 2024Q4: 8,515 shares; 2025Q1: 8,640 shares; 2025Q2: 4,670 shares; 2025Q3: 4,655 shares 4,655 $119K 0.03% -15 Timeline FLRN 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: 3,825 shares; 2024Q4: 3,825 shares; 2025Q1: 3,825 shares; 2025Q2: 4,085 shares; 2025Q3: 3,825 shares 3,825 $118K 0.03% -260 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242 shares; 2024Q4: 4,944 shares; 2025Q1: 242 shares; 2025Q2: 379 shares; 2025Q3: 1,259 shares 1,259 $118K 0.03% +880 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,981 shares; 2024Q4: 1,988 shares; 2025Q1: 2,001 shares; 2025Q2: 1,991 shares; 2025Q3: 2,028 shares 2,028 $117K 0.03% +37 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: 92 shares; 2024Q4: 153 shares; 2025Q1: 148 shares; 2025Q2: 249 shares; 2025Q3: 244 shares 244 $116K 0.03% -5 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: 470 shares; 2024Q4: 522 shares; 2025Q1: 511 shares; 2025Q2: 470 shares; 2025Q3: 470 shares 470 $116K 0.03% 0 Timeline XOEX DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,175 shares; 2024Q4: 3,205 shares; 2025Q1: 3,205 shares; 2025Q2: 3,295 shares; 2025Q3: 3,295 shares 3,295 $115K 0.03% 0 Timeline IXUS 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: 1,393 shares; 2024Q4: 1,393 shares; 2025Q1: 1,393 shares; 2025Q2: 1,393 shares; 2025Q3: 1,393 shares 1,393 $115K 0.03% 0 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: 283 shares; 2024Q4: 283 shares; 2025Q1: 283 shares; 2025Q2: 283 shares; 2025Q3: 283 shares 283 $114K 0.03% 0 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: 1,271 shares; 2024Q4: 1,271 shares; 2025Q1: 1,277 shares; 2025Q2: 1,271 shares; 2025Q3: 1,271 shares 1,271 $114K 0.03% 0 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 782 shares; 2025Q1: 792 shares; 2025Q2: 807 shares; 2025Q3: 772 shares 772 $111K 0.03% -35 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: 3,353 shares; 2024Q4: 3,353 shares; 2025Q1: 3,058 shares; 2025Q2: 3,768 shares; 2025Q3: 2,208 shares 2,208 $111K 0.03% -1,560 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,376 shares; 2024Q4: 1,853 shares; 2025Q1: 1,878 shares; 2025Q2: 1,888 shares; 2025Q3: 2,066 shares 2,066 $110K 0.03% +178 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: 2,386 shares; 2024Q4: 2,355 shares; 2025Q1: 2,177 shares; 2025Q2: 2,406 shares; 2025Q3: 1,591 shares 1,591 $105K 0.02% -815 Timeline DGRW 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: 1,215 shares; 2024Q4: 1,215 shares; 2025Q1: 1,175 shares; 2025Q2: 1,175 shares; 2025Q3: 1,175 shares 1,175 $105K 0.02% 0 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: 142 shares; 2024Q4: 120 shares; 2025Q1: 113 shares; 2025Q2: 146 shares; 2025Q3: 152 shares 152 $104K 0.02% +6 Timeline IWS 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: 775 shares; 2025Q3: 743 shares 743 $104K 0.02% -32 Timeline TFLO 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: 815 shares; 2025Q3: 2,035 shares 2,035 $103K 0.02% +1,220 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,350 shares; 2024Q4: 1,885 shares; 2025Q1: 1,885 shares; 2025Q2: 1,835 shares; 2025Q3: 1,515 shares 1,515 $102K 0.02% -320 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,936 shares; 2024Q4: 6,953 shares; 2025Q1: 7,074 shares; 2025Q2: 7,109 shares; 2025Q3: 7,204 shares 7,204 $102K 0.02% +95 Timeline IBDR 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: 9,105 shares; 2024Q4: 9,405 shares; 2025Q1: 9,135 shares; 2025Q2: 4,505 shares; 2025Q3: 4,140 shares 4,140 $101K 0.02% -365 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,448 shares; 2024Q4: 1,391 shares; 2025Q1: 1,173 shares; 2025Q2: 1,173 shares; 2025Q3: 986 shares 986 $100K 0.02% -187 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: 438 shares; 2024Q4: 438 shares; 2025Q1: 438 shares; 2025Q2: 285 shares; 2025Q3: 281 shares 281 $99.9K 0.02% -4 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: 3,323 shares; 2024Q4: 3,282 shares; 2025Q1: 3,559 shares; 2025Q2: 3,981 shares; 2025Q3: 4,057 shares 4,057 $99.6K 0.02% +76 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 980 shares; 2024Q4: 980 shares; 2025Q1: 980 shares; 2025Q2: 1,267 shares; 2025Q3: 1,267 shares 1,267 $98.7K 0.02% 0 Timeline PSO PEARSON PLC More: the full row for PEARSON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,509 shares; 2024Q4: 7,536 shares; 2025Q1: 7,570 shares; 2025Q2: 7,570 shares; 2025Q3: 6,919 shares 6,919 $98K 0.02% -651 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: 2,132 shares; 2024Q4: 2,132 shares; 2025Q1: 2,163 shares; 2025Q2: 2,383 shares; 2025Q3: 2,470 shares 2,470 $96.9K 0.02% +87 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 510 shares; 2024Q4: 510 shares; 2025Q1: 510 shares; 2025Q2: 510 shares; 2025Q3: 510 shares 510 $96.7K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 233 shares 233 $96.6K 0.02% new 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: 2,277 shares; 2024Q4: 2,277 shares; 2025Q1: 1,812 shares; 2025Q2: 1,563 shares; 2025Q3: 688 shares 688 $95.8K 0.02% -875 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 894 shares; 2024Q4: 2,682 shares; 2025Q1: 2,682 shares; 2025Q2: 2,682 shares; 2025Q3: 3,137 shares 3,137 $93K 0.02% +455 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: 217 shares; 2024Q4: 217 shares; 2025Q1: 217 shares; 2025Q2: 191 shares; 2025Q3: 191 shares 191 $92.7K 0.02% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102 shares; 2024Q4: 958 shares; 2025Q1: 878 shares; 2025Q2: 851 shares; 2025Q3: 878 shares 878 $91.1K 0.02% +27 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 850 shares 850 $91K 0.02% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 629 shares; 2025Q2: 629 shares; 2025Q3: 629 shares 629 $90.9K 0.02% 0 Timeline CAE CAE INC More: the full row for CAE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,098 shares; 2024Q4: 3,098 shares; 2025Q1: 3,098 shares; 2025Q2: 3,098 shares; 2025Q3: 3,060 shares 3,060 $90.7K 0.02% -38 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: 793 shares; 2024Q4: 778 shares; 2025Q1: 791 shares; 2025Q2: 429 shares; 2025Q3: 472 shares 472 $90.2K 0.02% +43 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: 451 shares; 2024Q4: 451 shares; 2025Q1: 451 shares; 2025Q2: 595 shares; 2025Q3: 481 shares 481 $89.7K 0.02% -114 Timeline ISHG 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: 1,130 shares; 2025Q3: 1,170 shares 1,170 $89.1K 0.02% +40 Timeline AQWA 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: 4,580 shares; 2024Q4: 6,260 shares; 2025Q1: 6,260 shares; 2025Q2: 4,580 shares; 2025Q3: 4,580 shares 4,580 $89.1K 0.02% 0 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 649 shares; 2024Q4: 59 shares; 2025Q1: 645 shares; 2025Q2: 639 shares; 2025Q3: 639 shares 639 $89.1K 0.02% 0 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: 4,866 shares; 2024Q4: 6,129 shares; 2025Q1: 6,387 shares; 2025Q2: 5,044 shares; 2025Q3: 5,588 shares 5,588 $89.1K 0.02% +544 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 625 shares; 2024Q4: 625 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 418 shares 418 $88.2K 0.02% +68 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: 379 shares; 2024Q4: 586 shares; 2025Q1: 586 shares; 2025Q2: 532 shares; 2025Q3: 588 shares 588 $87.4K 0.02% +56 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: 677 shares; 2024Q4: 765 shares; 2025Q1: 763 shares; 2025Q2: 744 shares; 2025Q3: 787 shares 787 $87.4K 0.02% +43 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: 2,707 shares; 2024Q4: 2,283 shares; 2025Q1: 2,666 shares; 2025Q2: 2,123 shares; 2025Q3: 1,568 shares 1,568 $87K 0.02% -555 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 433 shares; 2024Q4: 433 shares; 2025Q1: 413 shares; 2025Q2: 413 shares; 2025Q3: 413 shares 413 $86.5K 0.02% 0 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: 4,284 shares; 2024Q4: 5,018 shares; 2025Q1: 5,164 shares; 2025Q2: 2,460 shares; 2025Q3: 2,473 shares 2,473 $85.2K 0.02% +13 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: 440 shares; 2024Q4: 440 shares; 2025Q1: 440 shares; 2025Q2: 440 shares; 2025Q3: 440 shares 440 $84.8K 0.02% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 693 shares; 2024Q4: 480 shares; 2025Q1: 477 shares; 2025Q2: 480 shares; 2025Q3: 447 shares 447 $83.7K 0.02% -33 Timeline IBMT 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: 1,005 shares; 2025Q3: 3,205 shares 3,205 $83K 0.02% +2,200 Timeline IBMS 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: 605 shares; 2025Q1: 605 shares; 2025Q2: 1,075 shares; 2025Q3: 3,180 shares 3,180 $82.9K 0.02% +2,105 Timeline LDEM 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: 1,380 shares; 2024Q4: 1,380 shares; 2025Q1: 1,375 shares; 2025Q2: 1,375 shares; 2025Q3: 1,375 shares 1,375 $81K 0.02% 0 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,645 shares; 2024Q4: 2,645 shares; 2025Q1: 2,648 shares; 2025Q2: 2,647 shares; 2025Q3: 2,638 shares 2,638 $81K 0.02% -9 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,123 shares; 2024Q4: 736 shares; 2025Q1: 1,081 shares; 2025Q2: 1,094 shares; 2025Q3: 1,096 shares 1,096 $80.5K 0.02% +2 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,054 shares; 2024Q4: 1,054 shares; 2025Q1: 1,054 shares; 2025Q2: 1,407 shares; 2025Q3: 1,407 shares 1,407 $80.1K 0.02% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,276 shares; 2024Q4: 1,212 shares; 2025Q1: 1,219 shares; 2025Q2: 1,086 shares; 2025Q3: 881 shares 881 $79K 0.02% -205 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,098 shares; 2024Q4: 2,097 shares; 2025Q1: 2,106 shares; 2025Q2: 2,161 shares; 2025Q3: 2,090 shares 2,090 $77.9K 0.02% -71 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: 444 shares; 2024Q4: 255 shares; 2025Q1: 255 shares; 2025Q2: 255 shares; 2025Q3: 255 shares 255 $75.9K 0.02% 0 Timeline IEUR 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: 1,135 shares; 2024Q4: 1,135 shares; 2025Q1: 1,205 shares; 2025Q2: 1,110 shares; 2025Q3: 1,110 shares 1,110 $75.6K 0.02% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 589 shares; 2025Q3: 526 shares 526 $74.9K 0.02% -63 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,136 shares; 2024Q4: 1,136 shares; 2025Q1: 1,136 shares; 2025Q2: 1,136 shares; 2025Q3: 1,100 shares 1,100 $74.3K 0.02% -36 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,625 shares; 2024Q4: 1,625 shares; 2025Q1: 1,625 shares; 2025Q2: 1,625 shares; 2025Q3: 1,625 shares 1,625 $73.8K 0.02% 0 Timeline SCZ 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: 925 shares; 2024Q4: 925 shares; 2025Q1: 925 shares; 2025Q2: 1,021 shares; 2025Q3: 925 shares 925 $71K 0.02% -96 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,210 shares; 2024Q4: 1,179 shares; 2025Q1: 1,160 shares; 2025Q2: 1,160 shares; 2025Q3: 1,160 shares 1,160 $71K 0.02% 0 Timeline FLEU FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,210 shares; 2025Q3: 2,210 shares 2,210 $70.9K 0.02% 0 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 789 shares; 2024Q4: 213 shares; 2025Q1: 833 shares; 2025Q2: 931 shares; 2025Q3: 850 shares 850 $70.8K 0.02% -81 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,397 shares; 2024Q4: 1,366 shares; 2025Q1: 1,366 shares; 2025Q2: 815 shares; 2025Q3: 549 shares 549 $70.5K 0.02% -266 Timeline FXO 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: 1,180 shares; 2024Q4: 1,180 shares; 2025Q1: 1,180 shares; 2025Q2: 1,180 shares; 2025Q3: 1,180 shares 1,180 $70.1K 0.02% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 826 shares; 2024Q4: 781 shares; 2025Q1: 768 shares; 2025Q2: 820 shares; 2025Q3: 739 shares 739 $70K 0.02% -81 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352 shares; 2024Q4: 352 shares; 2025Q1: 418 shares; 2025Q2: 418 shares; 2025Q3: 418 shares 418 $70K 0.02% 0 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,740 shares; 2024Q4: 3,740 shares; 2025Q1: 3,740 shares; 2025Q2: 3,740 shares; 2025Q3: 3,740 shares 3,740 $69.9K 0.02% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 661 shares; 2024Q4: 661 shares; 2025Q1: 703 shares; 2025Q2: 955 shares; 2025Q3: 857 shares 857 $69.1K 0.02% -98 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: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 64 shares; 2025Q3: 64 shares 64 $69K 0.02% 0 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: 263 shares; 2024Q4: 263 shares; 2025Q1: 263 shares; 2025Q2: 252 shares; 2025Q3: 252 shares 252 $68.7K 0.02% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares 200 $67.5K 0.02% 0 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: 986 shares; 2024Q4: 558 shares; 2025Q1: 941 shares; 2025Q2: 921 shares; 2025Q3: 928 shares 928 $67.4K 0.02% +7 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: 424 shares; 2024Q4: 424 shares; 2025Q1: 463 shares; 2025Q2: 463 shares; 2025Q3: 463 shares 463 $67.4K 0.02% 0 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: 1,034 shares; 2024Q4: 1,034 shares; 2025Q1: 1,092 shares; 2025Q2: 1,400 shares; 2025Q3: 1,235 shares 1,235 $66.9K 0.02% -165 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 363 shares; 2024Q4: 365 shares; 2025Q1: 365 shares; 2025Q2: 388 shares; 2025Q3: 388 shares 388 $66.3K 0.02% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,226 shares; 2024Q4: 1,226 shares; 2025Q1: 1,101 shares; 2025Q2: 1,101 shares; 2025Q3: 986 shares 986 $66K 0.02% -115 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: 89 shares; 2024Q4: 126 shares; 2025Q1: 126 shares; 2025Q2: 145 shares; 2025Q3: 132 shares 132 $65.9K 0.02% -13 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares 200 $65.3K 0.02% 0 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 565 shares; 2024Q4: 565 shares; 2025Q1: 565 shares; 2025Q2: 565 shares; 2025Q3: 565 shares 565 $65K 0.02% 0 Timeline STLA STELLANTIS N.V More: the full row for STELLANTIS N.V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,560 shares; 2024Q4: 7,170 shares; 2025Q1: 5,560 shares; 2025Q2: 6,519 shares; 2025Q3: 6,948 shares 6,948 $64.9K 0.02% +429 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: 318 shares; 2024Q4: 303 shares; 2025Q1: 332 shares; 2025Q2: 355 shares; 2025Q3: 400 shares 400 $64.7K 0.02% +45 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225 shares; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 225 shares 225 $64.5K 0.01% 0 Timeline LRGE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 764 shares; 2024Q4: 764 shares; 2025Q1: 764 shares; 2025Q2: 764 shares; 2025Q3: 764 shares 764 $63.7K 0.01% 0 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: 614 shares; 2024Q4: 536 shares; 2025Q1: 346 shares; 2025Q2: 414 shares; 2025Q3: 346 shares 346 $63.6K 0.01% -68 Timeline USIG 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: 1,217 shares 1,217 $63.6K 0.01% new 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: 597 shares; 2024Q4: 597 shares; 2025Q1: 586 shares; 2025Q2: 541 shares; 2025Q3: 511 shares 511 $63.5K 0.01% -30 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: 1,100 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000 $63.4K 0.01% 0 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254 shares; 2024Q4: 254 shares; 2025Q1: 254 shares; 2025Q2: 254 shares; 2025Q3: 254 shares 254 $62.8K 0.01% 0 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,847 shares; 2024Q4: 4,814 shares; 2025Q1: 4,782 shares; 2025Q2: 3,635 shares; 2025Q3: 3,247 shares 3,247 $62.2K 0.01% -388 Timeline ESGU 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: 414 shares 414 $60.3K 0.01% new Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 697 shares; 2024Q4: 654 shares; 2025Q1: 594 shares; 2025Q2: 637 shares; 2025Q3: 433 shares 433 $60K 0.01% -204 Timeline FXH 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: 547 shares; 2024Q4: 547 shares; 2025Q1: 547 shares; 2025Q2: 547 shares; 2025Q3: 547 shares 547 $60K 0.01% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 620 shares; 2024Q4: 600 shares; 2025Q1: 623 shares; 2025Q2: 618 shares; 2025Q3: 618 shares 618 $59.6K 0.01% 0 Timeline DFLV 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: 655 shares; 2024Q4: 3,785 shares; 2025Q1: 3,785 shares; 2025Q2: 1,810 shares; 2025Q3: 1,810 shares 1,810 $59.5K 0.01% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,177 shares; 2024Q4: 1,177 shares; 2025Q1: 1,362 shares; 2025Q2: 1,268 shares; 2025Q3: 1,320 shares 1,320 $59.4K 0.01% +52 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333 shares; 2024Q4: 333 shares; 2025Q1: 333 shares; 2025Q2: not reported; 2025Q3: 1,400 shares 1,400 $59.1K 0.01% new Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 809 shares; 2024Q4: 833 shares; 2025Q1: 1,533 shares; 2025Q2: 1,679 shares; 2025Q3: 1,691 shares 1,691 $59.1K 0.01% +12 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: 457 shares; 2024Q4: 506 shares; 2025Q1: 457 shares; 2025Q2: 717 shares; 2025Q3: 831 shares 831 $59K 0.01% +114 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 705 shares; 2024Q4: 705 shares; 2025Q1: 705 shares; 2025Q2: 705 shares; 2025Q3: 705 shares 705 $58.2K 0.01% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 876 shares; 2024Q4: 876 shares; 2025Q1: 965 shares; 2025Q2: 1,079 shares; 2025Q3: 965 shares 965 $57.8K 0.01% -114 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: 424 shares; 2024Q4: 452 shares; 2025Q1: 464 shares; 2025Q2: 424 shares; 2025Q3: 424 shares 424 $57.4K 0.01% 0 Timeline FLOT 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: 3,780 shares; 2024Q4: 2,400 shares; 2025Q1: 1,950 shares; 2025Q2: 1,115 shares; 2025Q3: 1,115 shares 1,115 $57K 0.01% 0 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: 63 shares; 2024Q4: 59 shares; 2025Q1: 59 shares; 2025Q2: 78 shares; 2025Q3: 75 shares 75 $56.9K 0.01% -3 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,075 shares; 2024Q4: 1,075 shares; 2025Q1: 1,075 shares; 2025Q2: 1,075 shares; 2025Q3: 1,075 shares 1,075 $56.9K 0.01% 0 Timeline FNCL 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: 743 shares; 2024Q4: 743 shares; 2025Q1: 743 shares; 2025Q2: 743 shares; 2025Q3: 743 shares 743 $56.7K 0.01% 0 Timeline BIO BIO RAD LABS INC More: the full row for BIO RAD LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares 200 $56.1K 0.01% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91 shares; 2024Q4: 91 shares; 2025Q1: 81 shares; 2025Q2: 123 shares; 2025Q3: 73 shares 73 $54.5K 0.01% -50 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: 9 shares; 2024Q4: 10 shares; 2025Q1: 11 shares; 2025Q2: 10 shares; 2025Q3: 10 shares 10 $54K 0.01% 0 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: 553 shares; 2024Q4: 553 shares; 2025Q1: 548 shares; 2025Q2: 567 shares; 2025Q3: 591 shares 591 $53.8K 0.01% +24 Timeline FDIS 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: 522 shares; 2024Q4: 522 shares; 2025Q1: 522 shares; 2025Q2: 522 shares; 2025Q3: 522 shares 522 $53.7K 0.01% 0 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: 969 shares; 2024Q4: 577 shares; 2025Q1: 1,092 shares; 2025Q2: 758 shares; 2025Q3: 899 shares 899 $53.7K 0.01% +141 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: 420 shares; 2024Q4: 535 shares; 2025Q1: 535 shares; 2025Q2: 535 shares; 2025Q3: 535 shares 535 $53.6K 0.01% 0 Timeline SPEM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,145 shares; 2025Q3: 1,145 shares 1,145 $53.6K 0.01% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,201 shares; 2024Q4: 1,201 shares; 2025Q1: 1,277 shares; 2025Q2: 1,219 shares; 2025Q3: 967 shares 967 $53.5K 0.01% -252 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 521 shares; 2024Q4: 549 shares; 2025Q1: 804 shares; 2025Q2: 884 shares; 2025Q3: 890 shares 890 $53.1K 0.01% +6 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 399 shares; 2024Q4: 426 shares; 2025Q1: 399 shares; 2025Q2: 401 shares; 2025Q3: 403 shares 403 $52.6K 0.01% +2 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: 1,152 shares; 2024Q4: 1,125 shares; 2025Q1: 1,125 shares; 2025Q2: 1,125 shares; 2025Q3: 2,125 shares 2,125 $52.3K 0.01% +1,000 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,308 shares; 2024Q4: 2,349 shares; 2025Q1: 2,373 shares; 2025Q2: 2,436 shares; 2025Q3: 2,438 shares 2,438 $52.1K 0.01% +2 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: 1,311 shares; 2024Q4: 1,246 shares; 2025Q1: 1,290 shares; 2025Q2: 1,281 shares; 2025Q3: 1,091 shares 1,091 $51.5K 0.01% -190 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: 50 shares; 2025Q1: 48 shares; 2025Q2: 43 shares; 2025Q3: 44 shares 44 $51.3K 0.01% +1 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 797 shares; 2024Q4: 719 shares; 2025Q1: 603 shares; 2025Q2: 603 shares; 2025Q3: 587 shares 587 $51.2K 0.01% -16 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290 shares; 2024Q4: 409 shares; 2025Q1: 396 shares; 2025Q2: 381 shares; 2025Q3: 251 shares 251 $50.6K 0.01% -130 Timeline IBB 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: 340 shares; 2024Q4: 340 shares; 2025Q1: 375 shares; 2025Q2: 340 shares; 2025Q3: 340 shares 340 $49.1K 0.01% 0 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: 26 shares; 2024Q4: 200 shares; 2025Q1: 215 shares; 2025Q2: 385 shares; 2025Q3: 398 shares 398 $48.8K 0.01% +13 Timeline DPST 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: 752 shares; 2024Q4: 685 shares; 2025Q1: 485 shares; 2025Q2: 485 shares; 2025Q3: 485 shares 485 $48.5K 0.01% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 671 shares; 2024Q4: 671 shares; 2025Q1: 671 shares; 2025Q2: 671 shares; 2025Q3: 671 shares 671 $47.9K 0.01% 0 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 17 shares; 2025Q1: 56 shares; 2025Q2: 124 shares; 2025Q3: 140 shares 140 $47.2K 0.01% +16 Timeline IX ORIX CORP More: the full row for ORIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 299 shares; 2024Q4: 53 shares; 2025Q1: 265 shares; 2025Q2: 1,537 shares; 2025Q3: 1,787 shares 1,787 $46.7K 0.01% +250 Timeline PSCT INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 876 shares; 2024Q4: 876 shares; 2025Q1: 876 shares; 2025Q2: 876 shares; 2025Q3: 876 shares 876 $46.5K 0.01% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,905 shares; 2024Q4: 4,126 shares; 2025Q1: 4,094 shares; 2025Q2: 4,565 shares; 2025Q3: 4,644 shares 4,644 $46K 0.01% +79 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138 shares; 2024Q4: 231 shares; 2025Q1: 260 shares; 2025Q2: 352 shares; 2025Q3: 444 shares 444 $45.6K 0.01% +92 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 392 shares; 2025Q2: 404 shares; 2025Q3: 404 shares 404 $45.3K 0.01% 0 Timeline CTLP CANTALOUPE INC More: the full row for CANTALOUPE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,250 shares; 2024Q4: 4,250 shares; 2025Q1: 4,250 shares; 2025Q2: 4,250 shares; 2025Q3: 4,250 shares 4,250 $44.9K 0.01% 0 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 735 shares; 2024Q4: 735 shares; 2025Q1: 735 shares; 2025Q2: 735 shares; 2025Q3: 615 shares 615 $44.4K 0.01% -120 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: 1,172 shares; 2024Q4: 1,172 shares; 2025Q1: 1,172 shares; 2025Q2: 1,655 shares; 2025Q3: 1,503 shares 1,503 $42.6K 0.01% -152 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 650 shares; 2024Q4: 615 shares; 2025Q1: 473 shares; 2025Q2: 704 shares; 2025Q3: 704 shares 704 $42.3K 0.01% 0 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE 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: 2,215 shares 2,215 $41.9K 0.01% new Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235 shares; 2024Q4: 251 shares; 2025Q1: 210 shares; 2025Q2: 457 shares; 2025Q3: 485 shares 485 $41.2K 0.01% +28 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: 215 shares; 2024Q4: 215 shares; 2025Q1: 215 shares; 2025Q2: 215 shares; 2025Q3: 145 shares 145 $40.9K 0.01% -70 Timeline EVUS 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: 1,150 shares; 2024Q4: 1,150 shares; 2025Q1: 1,150 shares; 2025Q2: 1,285 shares; 2025Q3: 1,285 shares 1,285 $40.4K 0.01% 0 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,848 shares; 2024Q4: 4,954 shares; 2025Q1: 5,476 shares; 2025Q2: 5,931 shares; 2025Q3: 4,499 shares 4,499 $40.4K 0.01% -1,432 Timeline MOAT 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: 405 shares; 2024Q4: 405 shares; 2025Q1: 405 shares; 2025Q2: 405 shares; 2025Q3: 405 shares 405 $40.1K 0.01% 0 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325 shares; 2024Q4: 325 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares 200 $40K 0.01% 0 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 929 shares; 2024Q4: 929 shares; 2025Q1: 929 shares; 2025Q2: 929 shares; 2025Q3: 929 shares 929 $39.9K 0.01% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95 shares; 2024Q4: 95 shares; 2025Q1: 148 shares; 2025Q2: 304 shares; 2025Q3: 595 shares 595 $39.2K 0.01% +291 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 347 shares; 2025Q1: 347 shares; 2025Q2: 830 shares; 2025Q3: 794 shares 794 $38.9K 0.01% -36 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,340 shares 1,340 $38.7K 0.01% new Timeline NUDV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,170 shares; 2024Q4: 1,170 shares; 2025Q1: 1,170 shares; 2025Q2: 1,330 shares; 2025Q3: 1,330 shares 1,330 $38.7K 0.01% 0 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49 shares; 2024Q4: 49 shares; 2025Q1: 49 shares; 2025Q2: 118 shares; 2025Q3: 229 shares 229 $38.6K 0.01% +111 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: 186 shares; 2024Q4: 186 shares; 2025Q1: 186 shares; 2025Q2: 186 shares; 2025Q3: 186 shares 186 $38.4K 0.01% 0 Timeline PAVE 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: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares 800 $38.1K 0.01% 0 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159 shares; 2024Q4: 415 shares; 2025Q1: 46 shares; 2025Q2: 804 shares; 2025Q3: 847 shares 847 $37.2K 0.01% +43 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 650 shares 650 $37.1K 0.01% new 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: 668 shares; 2024Q4: 167 shares; 2025Q1: not reported; 2025Q2: 1,145 shares; 2025Q3: 1,307 shares 1,307 $37K 0.01% +162 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,608 shares; 2024Q4: 2,111 shares; 2025Q1: 2,073 shares; 2025Q2: 2,170 shares; 2025Q3: 2,521 shares 2,521 $36.9K 0.01% +351 Timeline IGPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 681 shares; 2024Q4: 681 shares; 2025Q1: 681 shares; 2025Q2: 681 shares; 2025Q3: 681 shares 681 $36.8K 0.01% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168 shares; 2024Q4: 111 shares; 2025Q1: 140 shares; 2025Q2: 321 shares; 2025Q3: 275 shares 275 $36.7K 0.01% -46 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: 160 shares; 2024Q4: 441 shares; 2025Q1: 393 shares; 2025Q2: 393 shares; 2025Q3: 393 shares 393 $36.6K 0.01% 0 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,263 shares; 2024Q4: 1,440 shares; 2025Q1: 912 shares; 2025Q2: 575 shares; 2025Q3: 818 shares 818 $36.4K 0.01% +243 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 691 shares; 2024Q4: 693 shares; 2025Q1: 605 shares; 2025Q2: 605 shares; 2025Q3: 603 shares 603 $36K 0.01% -2 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 425 shares; 2024Q4: 565 shares; 2025Q1: 635 shares; 2025Q2: 711 shares; 2025Q3: 878 shares 878 $36K 0.01% +167 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: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares 400 $35.9K 0.01% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137 shares; 2024Q4: 105 shares; 2025Q1: 107 shares; 2025Q2: 168 shares; 2025Q3: 174 shares 174 $35.7K 0.01% +6 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 340 shares; 2024Q4: 340 shares; 2025Q1: 255 shares; 2025Q2: 415 shares; 2025Q3: 250 shares 250 $35K 0.01% -165 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264 shares; 2024Q4: 264 shares; 2025Q1: 264 shares; 2025Q2: 264 shares; 2025Q3: 264 shares 264 $35K 0.01% 0 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 426 shares; 2024Q4: 247 shares; 2025Q1: 219 shares; 2025Q2: 896 shares; 2025Q3: 1,088 shares 1,088 $34.8K 0.01% +192 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 621 shares; 2024Q4: 1,863 shares; 2025Q1: 1,863 shares; 2025Q2: 1,273 shares; 2025Q3: 1,273 shares 1,273 $34.8K 0.01% 0 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: 322 shares; 2024Q4: 322 shares; 2025Q1: 322 shares; 2025Q2: 313 shares; 2025Q3: 313 shares 313 $34.4K 0.01% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,148 shares; 2024Q4: 1,148 shares; 2025Q1: 1,108 shares; 2025Q2: 1,108 shares; 2025Q3: 700 shares 700 $33.8K 0.01% -408 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: 133 shares; 2024Q4: 133 shares; 2025Q1: 133 shares; 2025Q2: 133 shares; 2025Q3: 133 shares 133 $33.8K 0.01% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 48 shares; 2025Q1: 142 shares; 2025Q2: 228 shares; 2025Q3: 295 shares 295 $33.8K 0.01% +67 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49 shares; 2024Q4: 49 shares; 2025Q1: 49 shares; 2025Q2: 52 shares; 2025Q3: 52 shares 52 $33.8K 0.01% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 772 shares; 2025Q3: 668 shares 668 $33.7K 0.01% -104 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 347 shares; 2024Q4: 345 shares; 2025Q1: 345 shares; 2025Q2: 358 shares; 2025Q3: 426 shares 426 $33.5K 0.01% +68 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: 147 shares; 2024Q4: 75 shares; 2025Q1: 110 shares; 2025Q2: 141 shares; 2025Q3: 146 shares 146 $33.2K 0.01% +5 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275 shares; 2024Q4: 275 shares; 2025Q1: 275 shares; 2025Q2: 275 shares; 2025Q3: 255 shares 255 $33.2K 0.01% -20 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188 shares; 2024Q4: 188 shares; 2025Q1: 288 shares; 2025Q2: 228 shares; 2025Q3: 277 shares 277 $33.2K 0.01% +49 Timeline IVLU 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: 925 shares; 2024Q4: 925 shares; 2025Q1: 925 shares; 2025Q2: 925 shares; 2025Q3: 925 shares 925 $32.8K 0.01% 0 Timeline SOXL 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: 620 shares; 2024Q4: 620 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 937 shares 937 $32.6K 0.01% new 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: 35 shares; 2024Q4: 59 shares; 2025Q1: 61 shares; 2025Q2: 160 shares; 2025Q3: 193 shares 193 $32.3K 0.01% +33 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: 472 shares; 2024Q4: 472 shares; 2025Q1: 472 shares; 2025Q2: 472 shares; 2025Q3: 472 shares 472 $32K 0.01% 0 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: 708 shares; 2024Q4: 543 shares; 2025Q1: 736 shares; 2025Q2: 423 shares; 2025Q3: 570 shares 570 $31.8K 0.01% +147 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares 100 $31.6K 0.01% 0 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166 shares; 2024Q4: 166 shares; 2025Q1: 166 shares; 2025Q2: 180 shares; 2025Q3: 180 shares 180 $31.5K 0.01% 0 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares 75 $31.4K 0.01% 0 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC 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: 1,876 shares 1,876 $31.4K 0.01% 0 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 449 shares; 2024Q4: 503 shares; 2025Q1: 451 shares; 2025Q2: 360 shares; 2025Q3: 390 shares 390 $31.2K 0.01% +30 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 813 shares; 2024Q4: 771 shares; 2025Q1: 771 shares; 2025Q2: 771 shares; 2025Q3: 771 shares 771 $30.8K 0.01% 0 Timeline XJH 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: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares 700 $30.7K 0.01% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 979 shares; 2024Q4: 1,428 shares; 2025Q1: 1,627 shares; 2025Q2: 979 shares; 2025Q3: 979 shares 979 $30.5K 0.01% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 13 shares 13 $30.4K 0.01% 0 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: 255 shares; 2024Q4: 197 shares; 2025Q1: 242 shares; 2025Q2: 210 shares; 2025Q3: 86 shares 86 $30.3K 0.01% -124 Timeline FAS 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: 300 shares; 2024Q4: 300 shares; 2025Q1: not reported; 2025Q2: 170 shares; 2025Q3: 170 shares 170 $30.2K 0.01% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: not reported; 2025Q1: 19 shares; 2025Q2: 307 shares; 2025Q3: 287 shares 287 $30.2K 0.01% -20 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240 shares; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 240 shares; 2025Q3: 240 shares 240 $29.4K 0.01% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 507 shares; 2024Q4: 432 shares; 2025Q1: 432 shares; 2025Q2: 426 shares; 2025Q3: 401 shares 401 $29.3K 0.01% -25 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88 shares; 2024Q4: 96 shares; 2025Q1: 87 shares; 2025Q2: 111 shares; 2025Q3: 111 shares 111 $29.1K 0.01% 0 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: 384 shares; 2024Q4: 387 shares; 2025Q1: 407 shares; 2025Q2: 406 shares; 2025Q3: 460 shares 460 $29K 0.01% +54 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: 160 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 160 shares 160 $28.6K 0.01% 0 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111 shares; 2024Q4: 111 shares; 2025Q1: 111 shares; 2025Q2: 111 shares; 2025Q3: 111 shares 111 $28.5K 0.01% 0 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: 538 shares; 2024Q4: 736 shares; 2025Q1: 648 shares; 2025Q2: 686 shares; 2025Q3: 858 shares 858 $28K 0.01% +172 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 320 shares 320 $27.6K 0.01% new Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,212 shares; 2024Q4: 4,212 shares; 2025Q1: 2,106 shares; 2025Q2: 1,053 shares; 2025Q3: 351 shares 351 $27.5K 0.01% -702 Timeline