SPMO 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: 462,757 shares; 2024Q4: not loaded; 2025Q1: 608,934 shares; 2025Q2: 802,816 shares; 2025Q3: 854,512 shares 854,512 $103M 14.56% +51,696 Timeline JCPB 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 loaded; 2025Q1: not reported; 2025Q2: 854,215 shares; 2025Q3: 1,574,742 shares 1,574,742 $74.9M 10.54% +720,527 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: 1,487,743 shares; 2024Q4: not loaded; 2025Q1: 1,077,045 shares; 2025Q2: 1,489,055 shares; 2025Q3: 1,378,741 shares 1,378,741 $69.3M 9.75% -110,314 Timeline GDE 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: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 666,906 shares; 2025Q3: 778,858 shares 778,858 $44.7M 6.29% +111,952 Timeline SPHQ 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: 812,197 shares; 2024Q4: not loaded; 2025Q1: 1,103,996 shares; 2025Q2: 803,063 shares; 2025Q3: 547,754 shares 547,754 $40.1M 5.65% -255,309 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: 71,893 shares; 2024Q4: not loaded; 2025Q1: 26,270 shares; 2025Q2: 23,807 shares; 2025Q3: 74,226 shares 74,226 $35.6M 5.01% +50,419 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: 42,498 shares; 2024Q4: not loaded; 2025Q1: 42,427 shares; 2025Q2: 42,881 shares; 2025Q3: 42,678 shares 42,678 $28.6M 4.02% -203 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: 789,644 shares; 2025Q2: 1,253,578 shares; 2025Q3: 518,045 shares 518,045 $25.9M 3.65% -735,533 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: 371,983 shares; 2024Q4: not loaded; 2025Q1: 338,182 shares; 2025Q2: 342,302 shares; 2025Q3: 333,677 shares 333,677 $21.8M 3.06% -8,625 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,917 shares; 2024Q4: not loaded; 2025Q1: 53,917 shares; 2025Q2: 53,525 shares; 2025Q3: 51,525 shares 51,525 $12.5M 1.75% -2,000 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: 81,697 shares; 2024Q4: not loaded; 2025Q1: 80,797 shares; 2025Q2: 80,422 shares; 2025Q3: 80,475 shares 80,475 $9.71M 1.37% +53 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,997 shares; 2024Q4: not loaded; 2025Q1: 65,665 shares; 2025Q2: 189,728 shares; 2025Q3: 173,461 shares 173,461 $8.67M 1.22% -16,267 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: 14,882 shares; 2024Q4: not loaded; 2025Q1: 14,456 shares; 2025Q2: 14,359 shares; 2025Q3: 14,321 shares 14,321 $7.42M 1.04% -38 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,591 shares; 2024Q4: not loaded; 2025Q1: 84,371 shares; 2025Q2: 82,176 shares; 2025Q3: 82,176 shares 82,176 $6.57M 0.92% 0 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: 73 shares; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 103,803 shares; 2025Q3: 109,195 shares 109,195 $6.24M 0.88% +5,392 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: 23,792 shares; 2024Q4: not loaded; 2025Q1: 23,626 shares; 2025Q2: 23,739 shares; 2025Q3: 23,595 shares 23,595 $6.01M 0.85% -144 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: 30,453 shares; 2024Q4: not loaded; 2025Q1: 31,173 shares; 2025Q2: 31,021 shares; 2025Q3: 30,839 shares 30,839 $5.75M 0.81% -182 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: 17,838 shares; 2024Q4: not loaded; 2025Q1: 17,776 shares; 2025Q2: 17,649 shares; 2025Q3: 17,679 shares 17,679 $5.58M 0.78% +30 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: 7 shares; 2024Q4: not loaded; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares 7 $5.28M 0.74% 0 Timeline IDMO 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: 890,521 shares; 2024Q4: not loaded; 2025Q1: 72,652 shares; 2025Q2: 97,132 shares; 2025Q3: 97,132 shares 97,132 $5.24M 0.74% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,335 shares; 2024Q4: not loaded; 2025Q1: 29,895 shares; 2025Q2: 29,895 shares; 2025Q3: 29,895 shares 29,895 $5.22M 0.73% 0 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: 24,944 shares; 2024Q4: not loaded; 2025Q1: 24,944 shares; 2025Q2: 24,944 shares; 2025Q3: 24,944 shares 24,944 $5.15M 0.72% 0 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: 20,691 shares; 2024Q4: not loaded; 2025Q1: 20,386 shares; 2025Q2: 20,260 shares; 2025Q3: 20,844 shares 20,844 $5.08M 0.71% +584 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: 18,359 shares; 2024Q4: not loaded; 2025Q1: 16,710 shares; 2025Q2: 16,750 shares; 2025Q3: 16,367 shares 16,367 $4.81M 0.68% -383 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: not reported; 2024Q4: not loaded; 2025Q1: 13,673 shares; 2025Q2: 14,477 shares; 2025Q3: 14,558 shares 14,558 $4.8M 0.68% +81 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 328,317 shares; 2024Q4: not loaded; 2025Q1: 54,836 shares; 2025Q2: 65,988 shares; 2025Q3: 48,873 shares 48,873 $4.65M 0.65% -17,115 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: not reported; 2024Q4: not loaded; 2025Q1: 18,513 shares; 2025Q2: 18,166 shares; 2025Q3: 18,180 shares 18,180 $4.21M 0.59% +14 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: 15,042 shares; 2024Q4: not loaded; 2025Q1: 14,461 shares; 2025Q2: 14,547 shares; 2025Q3: 14,898 shares 14,898 $4.19M 0.59% +351 Timeline XVV 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 loaded; 2025Q1: 77,966 shares; 2025Q2: 70,866 shares; 2025Q3: 81,311 shares 81,311 $4.19M 0.59% +10,445 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: 59,402 shares; 2024Q4: not loaded; 2025Q1: 57,371 shares; 2025Q2: 56,702 shares; 2025Q3: 55,705 shares 55,705 $3.98M 0.56% -997 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: 21,164 shares; 2024Q4: not loaded; 2025Q1: 20,666 shares; 2025Q2: 16,036 shares; 2025Q3: 15,546 shares 15,546 $3.95M 0.56% -490 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: 7,699 shares; 2024Q4: not loaded; 2025Q1: 7,848 shares; 2025Q2: 7,606 shares; 2025Q3: 7,542 shares 7,542 $3.79M 0.53% -64 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: 73,027 shares; 2024Q4: not loaded; 2025Q1: 59,219 shares; 2025Q2: 58,519 shares; 2025Q3: 58,519 shares 58,519 $3.51M 0.49% 0 Timeline OBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,500 shares; 2024Q4: not loaded; 2025Q1: 59,093 shares; 2025Q2: 48,416 shares; 2025Q3: 69,540 shares 69,540 $3.5M 0.49% +21,124 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: 11,614 shares; 2024Q4: not loaded; 2025Q1: 11,614 shares; 2025Q2: 11,614 shares; 2025Q3: 11,614 shares 11,614 $3.46M 0.49% 0 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: 4,345 shares; 2024Q4: not loaded; 2025Q1: 4,328 shares; 2025Q2: 4,287 shares; 2025Q3: 4,301 shares 4,301 $3.16M 0.44% +14 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: 13,004 shares; 2024Q4: not loaded; 2025Q1: 12,794 shares; 2025Q2: 12,366 shares; 2025Q3: 12,366 shares 12,366 $3.11M 0.44% 0 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: 3,442 shares; 2024Q4: not loaded; 2025Q1: 3,409 shares; 2025Q2: 3,409 shares; 2025Q3: 3,410 shares 3,410 $2.72M 0.38% +1 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 591,309 shares; 2024Q4: not loaded; 2025Q1: 110,039 shares; 2025Q2: 53,663 shares; 2025Q3: 52,175 shares 52,175 $2.65M 0.37% -1,488 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: 33,861 shares; 2024Q4: not loaded; 2025Q1: 32,792 shares; 2025Q2: 12,685 shares; 2025Q3: 12,685 shares 12,685 $2.65M 0.37% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,286 shares; 2024Q4: not loaded; 2025Q1: 31,700 shares; 2025Q2: 27,450 shares; 2025Q3: 27,450 shares 27,450 $2.63M 0.37% 0 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: 10,959 shares; 2024Q4: not loaded; 2025Q1: 11,385 shares; 2025Q2: 11,183 shares; 2025Q3: 11,284 shares 11,284 $2.48M 0.35% +101 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: 21,330 shares; 2024Q4: not loaded; 2025Q1: 23,385 shares; 2025Q2: 21,795 shares; 2025Q3: 21,930 shares 21,930 $2.47M 0.35% +135 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: 13,220 shares; 2024Q4: not loaded; 2025Q1: 13,220 shares; 2025Q2: 13,220 shares; 2025Q3: 13,220 shares 13,220 $2.47M 0.35% 0 Timeline IJS 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: 20,900 shares; 2024Q4: not loaded; 2025Q1: 20,900 shares; 2025Q2: 20,900 shares; 2025Q3: 20,900 shares 20,900 $2.31M 0.33% 0 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: 15,170 shares; 2024Q4: not loaded; 2025Q1: 15,170 shares; 2025Q2: 15,170 shares; 2025Q3: 14,995 shares 14,995 $2.09M 0.29% -175 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: 15,641 shares; 2024Q4: not loaded; 2025Q1: 15,448 shares; 2025Q2: 15,533 shares; 2025Q3: 15,533 shares 15,533 $2.08M 0.29% 0 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,382 shares; 2024Q4: not loaded; 2025Q1: 86,023 shares; 2025Q2: 18,905 shares; 2025Q3: 39,850 shares 39,850 $2M 0.28% +20,945 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: 9,104 shares; 2024Q4: not loaded; 2025Q1: 8,545 shares; 2025Q2: 7,847 shares; 2025Q3: 7,870 shares 7,870 $1.91M 0.27% +23 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: 18,873 shares; 2024Q4: not loaded; 2025Q1: 16,892 shares; 2025Q2: 15,772 shares; 2025Q3: 15,772 shares 15,772 $1.87M 0.26% 0 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: 5,445 shares; 2024Q4: not loaded; 2025Q1: 5,445 shares; 2025Q2: 5,445 shares; 2025Q3: 5,445 shares 5,445 $1.81M 0.25% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,802 shares; 2024Q4: not loaded; 2025Q1: 5,993 shares; 2025Q2: 5,993 shares; 2025Q3: 5,984 shares 5,984 $1.76M 0.25% -9 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,963 shares; 2024Q4: not loaded; 2025Q1: 13,785 shares; 2025Q2: 18,535 shares; 2025Q3: 18,535 shares 18,535 $1.69M 0.24% 0 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: 12,715 shares; 2024Q4: not loaded; 2025Q1: 12,506 shares; 2025Q2: 11,888 shares; 2025Q3: 11,805 shares 11,805 $1.66M 0.23% -83 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: 5,953 shares; 2024Q4: not loaded; 2025Q1: 5,730 shares; 2025Q2: 5,498 shares; 2025Q3: 5,455 shares 5,455 $1.66M 0.23% -43 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: 10,107 shares; 2024Q4: not loaded; 2025Q1: 9,993 shares; 2025Q2: 10,587 shares; 2025Q3: 10,603 shares 10,603 $1.65M 0.23% +16 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: 24,572 shares; 2024Q4: not loaded; 2025Q1: 18,594 shares; 2025Q2: 18,723 shares; 2025Q3: 17,503 shares 17,503 $1.63M 0.23% -1,220 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,457 shares; 2024Q4: not loaded; 2025Q1: 18,671 shares; 2025Q2: 18,571 shares; 2025Q3: 18,249 shares 18,249 $1.54M 0.22% -322 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: 5,092 shares; 2024Q4: not loaded; 2025Q1: 5,092 shares; 2025Q2: 5,092 shares; 2025Q3: 5,092 shares 5,092 $1.53M 0.22% 0 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: 34,000 shares; 2025Q2: 34,000 shares; 2025Q3: 34,000 shares 34,000 $1.51M 0.21% 0 Timeline EAGG 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 loaded; 2025Q1: 19,947 shares; 2025Q2: 21,526 shares; 2025Q3: 30,646 shares 30,646 $1.47M 0.21% +9,120 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: not reported; 2024Q4: not loaded; 2025Q1: 7,824 shares; 2025Q2: 32,827 shares; 2025Q3: 32,876 shares 32,876 $1.45M 0.2% +49 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: 8,230 shares; 2024Q4: not loaded; 2025Q1: 6,759 shares; 2025Q2: 6,952 shares; 2025Q3: 4,847 shares 4,847 $1.42M 0.2% -2,105 Timeline LQDH ISHARES U S ETF TR More: the full row for ISHARES U S 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 loaded; 2025Q1: 251,380 shares; 2025Q2: 18,055 shares; 2025Q3: 14,722 shares 14,722 $1.38M 0.19% -3,333 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: not reported; 2024Q4: not loaded; 2025Q1: 2,910 shares; 2025Q2: 2,867 shares; 2025Q3: 3,063 shares 3,063 $1.36M 0.19% +196 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: 7,858 shares; 2024Q4: not loaded; 2025Q1: 7,908 shares; 2025Q2: 7,277 shares; 2025Q3: 7,251 shares 7,251 $1.34M 0.19% -26 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: 3,478 shares; 2024Q4: not loaded; 2025Q1: 3,300 shares; 2025Q2: 3,258 shares; 2025Q3: 3,258 shares 3,258 $1.2M 0.17% 0 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: 4,098 shares; 2024Q4: not loaded; 2025Q1: 4,095 shares; 2025Q2: 4,137 shares; 2025Q3: 4,063 shares 4,063 $1.15M 0.16% -74 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: 2,440 shares; 2024Q4: not loaded; 2025Q1: 2,119 shares; 2025Q2: 2,645 shares; 2025Q3: 2,694 shares 2,694 $1.09M 0.15% +49 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: 16,033 shares; 2024Q4: not loaded; 2025Q1: 14,013 shares; 2025Q2: 12,974 shares; 2025Q3: 12,974 shares 12,974 $1.09M 0.15% 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: 7,640 shares; 2024Q4: not loaded; 2025Q1: 7,640 shares; 2025Q2: 7,640 shares; 2025Q3: 7,640 shares 7,640 $1.09M 0.15% 0 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 833,247 shares; 2024Q4: not loaded; 2025Q1: 28,675 shares; 2025Q2: 20,748 shares; 2025Q3: 21,414 shares 21,414 $1.08M 0.15% +666 Timeline IJJ 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: 9,272 shares; 2024Q4: not loaded; 2025Q1: 8,672 shares; 2025Q2: 8,672 shares; 2025Q3: 8,310 shares 8,310 $1.08M 0.15% -362 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,960 shares; 2024Q4: not loaded; 2025Q1: 1,775 shares; 2025Q2: 1,799 shares; 2025Q3: 1,817 shares 1,817 $1.03M 0.15% +18 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 14,000 shares; 2025Q3: 28,000 shares 28,000 $1.03M 0.15% +14,000 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: 5,954 shares; 2024Q4: not loaded; 2025Q1: 6,095 shares; 2025Q2: 5,655 shares; 2025Q3: 5,497 shares 5,497 $1.01M 0.14% -158 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: 3,605 shares; 2024Q4: not loaded; 2025Q1: 3,605 shares; 2025Q2: 3,505 shares; 2025Q3: 3,505 shares 3,505 $956K 0.13% 0 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: 802 shares; 2024Q4: not loaded; 2025Q1: 911 shares; 2025Q2: 952 shares; 2025Q3: 1,008 shares 1,008 $933K 0.13% +56 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: 10,425 shares; 2024Q4: not loaded; 2025Q1: 10,425 shares; 2025Q2: 10,425 shares; 2025Q3: 10,425 shares 10,425 $910K 0.13% 0 Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 2,804 shares; 2025Q3: 19,576 shares 19,576 $883K 0.12% +16,772 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 2,757 shares; 2025Q3: 19,657 shares 19,657 $876K 0.12% +16,900 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: 6,209 shares; 2024Q4: not loaded; 2025Q1: 7,002 shares; 2025Q2: 5,673 shares; 2025Q3: 5,676 shares 5,676 $872K 0.12% +3 Timeline TLTW 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 loaded; 2025Q1: not reported; 2025Q2: 5,031 shares; 2025Q3: 37,263 shares 37,263 $871K 0.12% +32,232 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: 3,855 shares; 2024Q4: not loaded; 2025Q1: 4,188 shares; 2025Q2: 4,118 shares; 2025Q3: 4,118 shares 4,118 $867K 0.12% 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: 32,064 shares; 2024Q4: not loaded; 2025Q1: 34,460 shares; 2025Q2: 34,460 shares; 2025Q3: 33,946 shares 33,946 $865K 0.12% -514 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: 1,924 shares; 2024Q4: not loaded; 2025Q1: 1,755 shares; 2025Q2: 1,836 shares; 2025Q3: 1,836 shares 1,836 $860K 0.12% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,712 shares; 2024Q4: not loaded; 2025Q1: 1,093 shares; 2025Q2: 1,139 shares; 2025Q3: 1,088 shares 1,088 $830K 0.12% -51 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: 2,692 shares; 2024Q4: not loaded; 2025Q1: 2,576 shares; 2025Q2: 3,354 shares; 2025Q3: 3,354 shares 3,354 $793K 0.11% 0 Timeline BUCK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 4,380 shares; 2025Q3: 32,420 shares 32,420 $773K 0.11% +28,040 Timeline PFLD ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 5,185 shares; 2025Q3: 39,146 shares 39,146 $771K 0.11% +33,961 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: 1,977 shares; 2024Q4: not loaded; 2025Q1: 2,976 shares; 2025Q2: 2,600 shares; 2025Q3: 2,542 shares 2,542 $765K 0.11% -58 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: 501 shares; 2024Q4: not loaded; 2025Q1: 478 shares; 2025Q2: 649 shares; 2025Q3: 618 shares 618 $741K 0.1% -31 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: 2,409 shares; 2024Q4: not loaded; 2025Q1: 1,871 shares; 2025Q2: 2,011 shares; 2025Q3: 2,029 shares 2,029 $693K 0.1% +18 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: 6,100 shares; 2024Q4: not loaded; 2025Q1: 6,100 shares; 2025Q2: 6,100 shares; 2025Q3: 6,100 shares 6,100 $681K 0.1% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,100 shares; 2024Q4: not loaded; 2025Q1: 4,100 shares; 2025Q2: 4,741 shares; 2025Q3: 4,741 shares 4,741 $668K 0.09% 0 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 1,815 shares; 2025Q3: 13,800 shares 13,800 $668K 0.09% +11,985 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: 10,431 shares; 2024Q4: not loaded; 2025Q1: 11,179 shares; 2025Q2: 10,679 shares; 2025Q3: 10,017 shares 10,017 $664K 0.09% -662 Timeline USG USCF ETF TR More: the full row for USCF 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 loaded; 2025Q1: not reported; 2025Q2: 2,315 shares; 2025Q3: 17,094 shares 17,094 $663K 0.09% +14,779 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: 636 shares; 2024Q4: not loaded; 2025Q1: 644 shares; 2025Q2: 1,314 shares; 2025Q3: 1,316 shares 1,316 $628K 0.09% +2 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: 1,418 shares; 2024Q4: not loaded; 2025Q1: 1,307 shares; 2025Q2: 940 shares; 2025Q3: 930 shares 930 $620K 0.09% -10 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: 143 shares; 2025Q2: 143 shares; 2025Q3: 143 shares 143 $614K 0.09% 0 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: 3,660 shares; 2024Q4: not loaded; 2025Q1: 3,660 shares; 2025Q2: 3,660 shares; 2025Q3: 3,660 shares 3,660 $612K 0.09% 0 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: 4,079 shares; 2024Q4: not loaded; 2025Q1: 3,359 shares; 2025Q2: 3,359 shares; 2025Q3: 3,637 shares 3,637 $590K 0.08% +278 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: not reported; 2024Q4: not loaded; 2025Q1: 1,994 shares; 2025Q2: 1,994 shares; 2025Q3: 1,994 shares 1,994 $575K 0.08% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,745 shares; 2024Q4: not loaded; 2025Q1: 2,773 shares; 2025Q2: 2,823 shares; 2025Q3: 2,823 shares 2,823 $575K 0.08% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,430 shares; 2024Q4: not loaded; 2025Q1: 11,031 shares; 2025Q2: 11,031 shares; 2025Q3: 11,058 shares 11,058 $558K 0.08% +27 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: 10,695 shares; 2024Q4: not loaded; 2025Q1: 10,695 shares; 2025Q2: 10,330 shares; 2025Q3: 10,354 shares 10,354 $534K 0.08% +24 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: 1,381 shares; 2024Q4: not loaded; 2025Q1: 1,292 shares; 2025Q2: 1,067 shares; 2025Q3: 1,063 shares 1,063 $531K 0.07% -4 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: 8,965 shares; 2024Q4: not loaded; 2025Q1: 9,313 shares; 2025Q2: 6,898 shares; 2025Q3: 7,244 shares 7,244 $505K 0.07% +346 Timeline ZDEK INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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 loaded; 2025Q1: not reported; 2025Q2: 18,750 shares; 2025Q3: 18,750 shares 18,750 $474K 0.07% 0 Timeline ZFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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 loaded; 2025Q1: not reported; 2025Q2: 18,750 shares; 2025Q3: 18,750 shares 18,750 $468K 0.07% 0 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: 11,792 shares; 2024Q4: not loaded; 2025Q1: 11,110 shares; 2025Q2: 10,638 shares; 2025Q3: 10,079 shares 10,079 $455K 0.06% -559 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: 3,755 shares; 2024Q4: not loaded; 2025Q1: 3,755 shares; 2025Q2: 3,340 shares; 2025Q3: 3,340 shares 3,340 $438K 0.06% 0 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: 1,623 shares; 2024Q4: not loaded; 2025Q1: 1,623 shares; 2025Q2: 1,310 shares; 2025Q3: 1,310 shares 1,310 $419K 0.06% 0 Timeline IWL 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: 2,500 shares; 2024Q4: not loaded; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares 2,500 $415K 0.06% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,227 shares; 2024Q4: not loaded; 2025Q1: 4,000 shares; 2025Q2: 2,750 shares; 2025Q3: 2,750 shares 2,750 $391K 0.05% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,479 shares; 2024Q4: not loaded; 2025Q1: 1,396 shares; 2025Q2: 1,396 shares; 2025Q3: 1,391 shares 1,391 $388K 0.05% -5 Timeline MGC 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: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 2,196 shares; 2025Q3: 1,541 shares 1,541 $376K 0.05% -655 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: 46,357 shares; 2024Q4: not loaded; 2025Q1: 11,200 shares; 2025Q2: 11,200 shares; 2025Q3: 11,200 shares 11,200 $376K 0.05% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,128 shares; 2024Q4: not loaded; 2025Q1: 2,128 shares; 2025Q2: 2,128 shares; 2025Q3: 2,128 shares 2,128 $355K 0.05% 0 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: 3,309 shares; 2024Q4: not loaded; 2025Q1: 3,031 shares; 2025Q2: 2,852 shares; 2025Q3: 2,852 shares 2,852 $353K 0.05% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,245 shares; 2024Q4: not loaded; 2025Q1: 3,245 shares; 2025Q2: 2,785 shares; 2025Q3: 2,785 shares 2,785 $343K 0.05% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: 266 shares; 2025Q2: 263 shares; 2025Q3: 281 shares 281 $328K 0.05% +18 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,649 shares; 2024Q4: not loaded; 2025Q1: 3,835 shares; 2025Q2: 3,285 shares; 2025Q3: 3,285 shares 3,285 $317K 0.04% 0 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,815 shares; 2024Q4: not loaded; 2025Q1: 1,815 shares; 2025Q2: 1,815 shares; 2025Q3: 1,708 shares 1,708 $305K 0.04% -107 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: 800 shares; 2024Q4: not loaded; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares 800 $303K 0.04% 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: 390 shares; 2024Q4: not loaded; 2025Q1: 390 shares; 2025Q2: 350 shares; 2025Q3: 397 shares 397 $301K 0.04% +47 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: not reported; 2024Q4: not loaded; 2025Q1: 485 shares; 2025Q2: 485 shares; 2025Q3: 485 shares 485 $298K 0.04% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 913 shares; 2024Q4: not loaded; 2025Q1: 741 shares; 2025Q2: 741 shares; 2025Q3: 796 shares 796 $298K 0.04% +55 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: 5,980 shares; 2024Q4: not loaded; 2025Q1: 5,356 shares; 2025Q2: 4,556 shares; 2025Q3: 4,496 shares 4,496 $297K 0.04% -60 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 715 shares; 2024Q4: not loaded; 2025Q1: 1,320 shares; 2025Q2: 1,320 shares; 2025Q3: 1,428 shares 1,428 $291K 0.04% +108 Timeline AGRH ISHARES U S ETF TR More: the full row for ISHARES U S 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 loaded; 2025Q1: 1,663,430 shares; 2025Q2: 24,045 shares; 2025Q3: 10,545 shares 10,545 $275K 0.04% -13,500 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285 shares; 2024Q4: not loaded; 2025Q1: 285 shares; 2025Q2: 285 shares; 2025Q3: 285 shares 285 $272K 0.04% 0 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: 750 shares; 2024Q4: not loaded; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 781 shares 781 $270K 0.04% +31 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: 1,115 shares; 2024Q4: not loaded; 2025Q1: 1,033 shares; 2025Q2: 933 shares; 2025Q3: 941 shares 941 $266K 0.04% +8 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: 725 shares; 2024Q4: not loaded; 2025Q1: 725 shares; 2025Q2: 725 shares; 2025Q3: 725 shares 725 $259K 0.04% 0 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: 12,217 shares; 2024Q4: not loaded; 2025Q1: 10,722 shares; 2025Q2: 10,045 shares; 2025Q3: 9,112 shares 9,112 $257K 0.04% -933 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: 1,907 shares; 2024Q4: not loaded; 2025Q1: 1,937 shares; 2025Q2: 2,160 shares; 2025Q3: 2,238 shares 2,238 $256K 0.04% +78 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,461 shares; 2024Q4: not loaded; 2025Q1: 3,461 shares; 2025Q2: 3,461 shares; 2025Q3: 3,461 shares 3,461 $252K 0.04% 0 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: 2,611 shares; 2024Q4: not loaded; 2025Q1: 2,611 shares; 2025Q2: 2,611 shares; 2025Q3: 2,611 shares 2,611 $247K 0.03% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,000 shares 3,000 $246K 0.03% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178 shares; 2024Q4: not loaded; 2025Q1: 586 shares; 2025Q2: 520 shares; 2025Q3: 515 shares 515 $245K 0.03% -5 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: 1,771 shares; 2024Q4: not loaded; 2025Q1: 2,354 shares; 2025Q2: 2,348 shares; 2025Q3: 2,276 shares 2,276 $235K 0.03% -72 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: 2,260 shares; 2024Q4: not loaded; 2025Q1: 2,460 shares; 2025Q2: 2,460 shares; 2025Q3: 2,460 shares 2,460 $233K 0.03% 0 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: 400 shares; 2024Q4: not loaded; 2025Q1: 1,870 shares; 2025Q2: 1,870 shares; 2025Q3: 1,870 shares 1,870 $233K 0.03% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: not loaded; 2025Q1: 353 shares; 2025Q2: 383 shares; 2025Q3: 378 shares 378 $230K 0.03% -5 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: 421 shares; 2024Q4: not loaded; 2025Q1: 705 shares; 2025Q2: 820 shares; 2025Q3: 820 shares 820 $229K 0.03% 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: 558 shares; 2024Q4: not loaded; 2025Q1: 558 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares 4,000 $223K 0.03% 0 Timeline XOVR ENTREPRENEURSHARES SERIES TR More: the full row for ENTREPRENEURSHARES SERIES 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 loaded; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares 10,000 $211K 0.03% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: not loaded; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares 500 $211K 0.03% 0 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: 420 shares; 2024Q4: not loaded; 2025Q1: 410 shares; 2025Q2: 455 shares; 2025Q3: 455 shares 455 $208K 0.03% 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: 744 shares; 2024Q4: not loaded; 2025Q1: 744 shares; 2025Q2: 3,187 shares; 2025Q3: 2,535 shares 2,535 $204K 0.03% -652 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: 1,211 shares; 2025Q2: 1,211 shares; 2025Q3: 1,211 shares 1,211 $204K 0.03% 0 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: 2,963 shares; 2024Q4: not loaded; 2025Q1: 2,963 shares; 2025Q2: 2,463 shares; 2025Q3: 2,463 shares 2,463 $203K 0.03% 0 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: 1,404 shares; 2024Q4: not loaded; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 1,252 shares 1,252 $203K 0.03% +352 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: 2,315 shares; 2024Q4: not loaded; 2025Q1: 1,636 shares; 2025Q2: 1,940 shares; 2025Q3: 1,389 shares 1,389 $201K 0.03% -551 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: not reported; 2024Q4: not loaded; 2025Q1: 844 shares; 2025Q2: 844 shares; 2025Q3: 730 shares 730 $200K 0.03% -114 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: 1,313 shares; 2025Q2: 1,264 shares; 2025Q3: 1,264 shares 1,264 $199K 0.03% 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: 1,115 shares; 2024Q4: not loaded; 2025Q1: 563 shares; 2025Q2: 563 shares; 2025Q3: 563 shares 563 $192K 0.03% 0 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: 2,560 shares; 2024Q4: not loaded; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares 1,600 $182K 0.03% 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: 5,275 shares; 2024Q4: not loaded; 2025Q1: 5,045 shares; 2025Q2: 4,645 shares; 2025Q3: 4,123 shares 4,123 $181K 0.03% -522 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: 2,212 shares; 2024Q4: not loaded; 2025Q1: 6,636 shares; 2025Q2: 6,636 shares; 2025Q3: 6,636 shares 6,636 $181K 0.03% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares 1,300 $181K 0.03% 0 Timeline IJT 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: 1,622 shares; 2024Q4: not loaded; 2025Q1: 1,622 shares; 2025Q2: 1,422 shares; 2025Q3: 1,250 shares 1,250 $177K 0.02% -172 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 858 shares; 2024Q4: not loaded; 2025Q1: 814 shares; 2025Q2: 814 shares; 2025Q3: 814 shares 814 $175K 0.02% 0 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: 1,000 shares; 2024Q4: not loaded; 2025Q1: 1,000 shares; 2025Q2: 1,294 shares; 2025Q3: 1,174 shares 1,174 $174K 0.02% -120 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: not reported; 2024Q4: not loaded; 2025Q1: 3,244 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares 2,400 $172K 0.02% 0 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: 1,260 shares; 2024Q4: not loaded; 2025Q1: 1,260 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares 1,050 $167K 0.02% 0 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: 5,118 shares; 2024Q4: not loaded; 2025Q1: 5,118 shares; 2025Q2: 3,996 shares; 2025Q3: 3,000 shares 3,000 $166K 0.02% -996 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: 1,200 shares; 2024Q4: not loaded; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares 1,200 $165K 0.02% 0 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: 725 shares; 2024Q4: not loaded; 2025Q1: 972 shares; 2025Q2: 972 shares; 2025Q3: 973 shares 973 $162K 0.02% +1 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: 2,238 shares; 2024Q4: not loaded; 2025Q1: 1,867 shares; 2025Q2: 1,867 shares; 2025Q3: 2,320 shares 2,320 $159K 0.02% +453 Timeline UTWO RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121 shares; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares 3,200 $155K 0.02% 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: 391 shares; 2024Q4: not loaded; 2025Q1: 590 shares; 2025Q2: 717 shares; 2025Q3: 717 shares 717 $155K 0.02% 0 Timeline ZSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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 loaded; 2025Q1: 4,500 shares; 2025Q2: 4,500 shares; 2025Q3: 5,700 shares 5,700 $151K 0.02% +1,200 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: 1,450 shares; 2024Q4: not loaded; 2025Q1: 1,450 shares; 2025Q2: 1,450 shares; 2025Q3: 1,450 shares 1,450 $149K 0.02% 0 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: 879 shares; 2024Q4: not loaded; 2025Q1: 986 shares; 2025Q2: 851 shares; 2025Q3: 624 shares 624 $148K 0.02% -227 Timeline COR CENCORA INC More: the full row for CENCORA 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 loaded; 2025Q1: 472 shares; 2025Q2: 453 shares; 2025Q3: 471 shares 471 $147K 0.02% +18 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: 1,496 shares; 2024Q4: not loaded; 2025Q1: 1,120 shares; 2025Q2: 920 shares; 2025Q3: 920 shares 920 $143K 0.02% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306 shares; 2024Q4: not loaded; 2025Q1: 377 shares; 2025Q2: 397 shares; 2025Q3: 397 shares 397 $139K 0.02% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177 shares; 2024Q4: not loaded; 2025Q1: 177 shares; 2025Q2: 177 shares; 2025Q3: 177 shares 177 $139K 0.02% 0 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: 103 shares; 2025Q2: 103 shares; 2025Q3: 171 shares 171 $123K 0.02% +68 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: 628 shares; 2024Q4: not loaded; 2025Q1: 1,878 shares; 2025Q2: 628 shares; 2025Q3: 718 shares 718 $123K 0.02% +90 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 557 shares; 2024Q4: not loaded; 2025Q1: 557 shares; 2025Q2: 557 shares; 2025Q3: 557 shares 557 $120K 0.02% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209 shares; 2024Q4: not loaded; 2025Q1: 245 shares; 2025Q2: 239 shares; 2025Q3: 240 shares 240 $118K 0.02% +1 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: not loaded; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares 1,500 $113K 0.02% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: 164 shares; 2025Q2: 340 shares; 2025Q3: 340 shares 340 $112K 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: not reported; 2024Q4: not loaded; 2025Q1: 161 shares; 2025Q2: 161 shares; 2025Q3: 162 shares 162 $111K 0.02% +1 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: 149 shares; 2024Q4: not loaded; 2025Q1: 149 shares; 2025Q2: 104 shares; 2025Q3: 120 shares 120 $110K 0.02% +16 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: 450 shares; 2024Q4: not loaded; 2025Q1: 1,098 shares; 2025Q2: 1,257 shares; 2025Q3: 1,392 shares 1,392 $108K 0.02% +135 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: 310 shares; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 325 shares; 2025Q3: 325 shares 325 $107K 0.02% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 479 shares; 2024Q4: not loaded; 2025Q1: 479 shares; 2025Q2: 626 shares; 2025Q3: 626 shares 626 $106K 0.01% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: not loaded; 2025Q1: 74 shares; 2025Q2: 1,002 shares; 2025Q3: 946 shares 946 $102K 0.01% -56 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: 10,052 shares; 2024Q4: not loaded; 2025Q1: 11,498 shares; 2025Q2: 1,326 shares; 2025Q3: 1,326 shares 1,326 $100K 0.01% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156 shares; 2024Q4: not loaded; 2025Q1: 156 shares; 2025Q2: 156 shares; 2025Q3: 202 shares 202 $99.2K 0.01% +46 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: 1,000 shares; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 345 shares; 2025Q3: 345 shares 345 $97.2K 0.01% 0 Timeline IGSB 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: 1,720 shares; 2024Q4: not loaded; 2025Q1: 1,720 shares; 2025Q2: 1,831 shares; 2025Q3: 1,831 shares 1,831 $97.1K 0.01% 0 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: 690 shares; 2024Q4: not loaded; 2025Q1: 454 shares; 2025Q2: 453 shares; 2025Q3: 392 shares 392 $96.7K 0.01% -61 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: 600 shares; 2024Q4: not loaded; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares 500 $96.4K 0.01% 0 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 484 shares; 2024Q4: not loaded; 2025Q1: 484 shares; 2025Q2: 484 shares; 2025Q3: 484 shares 484 $93.5K 0.01% 0 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 414 shares 414 $93K 0.01% new Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: 128 shares; 2025Q2: 128 shares; 2025Q3: 128 shares 128 $89.3K 0.01% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239 shares; 2024Q4: not loaded; 2025Q1: 292 shares; 2025Q2: 322 shares; 2025Q3: 394 shares 394 $88.9K 0.01% +72 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: 1,076 shares; 2024Q4: not loaded; 2025Q1: 1,452 shares; 2025Q2: 1,368 shares; 2025Q3: 1,446 shares 1,446 $88.5K 0.01% +78 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: 2,094 shares; 2024Q4: not loaded; 2025Q1: 1,262 shares; 2025Q2: 1,262 shares; 2025Q3: 1,262 shares 1,262 $87.5K 0.01% 0 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: not reported; 2024Q4: not loaded; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares 3,200 $87.1K 0.01% 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: 930 shares; 2024Q4: not loaded; 2025Q1: 970 shares; 2025Q2: 970 shares; 2025Q3: 970 shares 970 $87K 0.01% 0 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: 333 shares; 2025Q2: 335 shares; 2025Q3: 335 shares 335 $86.9K 0.01% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203 shares; 2024Q4: not loaded; 2025Q1: 169 shares; 2025Q2: 119 shares; 2025Q3: 111 shares 111 $85.8K 0.01% -8 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: 585 shares; 2024Q4: not loaded; 2025Q1: 585 shares; 2025Q2: 585 shares; 2025Q3: 585 shares 585 $84.5K 0.01% 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: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 209 shares; 2025Q3: 209 shares 209 $84.1K 0.01% 0 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: 2,082 shares; 2024Q4: not loaded; 2025Q1: 2,082 shares; 2025Q2: 2,082 shares; 2025Q3: 2,082 shares 2,082 $83.1K 0.01% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,427 shares; 2024Q4: not loaded; 2025Q1: 1,382 shares; 2025Q2: 883 shares; 2025Q3: 781 shares 781 $76.5K 0.01% -102 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,003 shares; 2024Q4: not loaded; 2025Q1: 895 shares; 2025Q2: 545 shares; 2025Q3: 545 shares 545 $76.3K 0.01% 0 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 440 shares; 2024Q4: not loaded; 2025Q1: 440 shares; 2025Q2: 340 shares; 2025Q3: 340 shares 340 $75.6K 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: 2,460 shares; 2024Q4: not loaded; 2025Q1: 2,460 shares; 2025Q2: 2,460 shares; 2025Q3: 1,492 shares 1,492 $75.3K 0.01% -968 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: 238 shares; 2024Q4: not loaded; 2025Q1: 210 shares; 2025Q2: 322 shares; 2025Q3: 192 shares 192 $75.2K 0.01% -130 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: 527 shares; 2024Q4: not loaded; 2025Q1: 527 shares; 2025Q2: 527 shares; 2025Q3: 527 shares 527 $74.7K 0.01% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: not loaded; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 489 shares 489 $74.3K 0.01% +189 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167 shares; 2024Q4: not loaded; 2025Q1: 131 shares; 2025Q2: 162 shares; 2025Q3: 162 shares 162 $72.5K 0.01% 0 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: 1,015 shares; 2024Q4: not loaded; 2025Q1: 614 shares; 2025Q2: 614 shares; 2025Q3: 639 shares 639 $70.9K 0.01% +25 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 559 shares; 2024Q4: not loaded; 2025Q1: 542 shares; 2025Q2: 325 shares; 2025Q3: 290 shares 290 $69.4K 0.01% -35 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: 470 shares; 2024Q4: not loaded; 2025Q1: 2,350 shares; 2025Q2: 2,350 shares; 2025Q3: 2,350 shares 2,350 $67.7K 0.01% 0 Timeline NULG 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: 18,144 shares; 2024Q4: not loaded; 2025Q1: 672 shares; 2025Q2: 672 shares; 2025Q3: 672 shares 672 $66.8K 0.01% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 423 shares; 2024Q4: not loaded; 2025Q1: 320 shares; 2025Q2: 275 shares; 2025Q3: 279 shares 279 $64K 0.01% +4 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: 232 shares; 2024Q4: not loaded; 2025Q1: 232 shares; 2025Q2: 232 shares; 2025Q3: 232 shares 232 $62K 0.01% 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: 585 shares; 2024Q4: not loaded; 2025Q1: 585 shares; 2025Q2: 585 shares; 2025Q3: 585 shares 585 $60.7K 0.01% 0 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: 93 shares; 2024Q4: not loaded; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 55 shares 55 $59.3K 0.01% +3 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445 shares; 2024Q4: not loaded; 2025Q1: 340 shares; 2025Q2: 340 shares; 2025Q3: 340 shares 340 $58.8K 0.01% 0 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: 470 shares; 2024Q4: not loaded; 2025Q1: 304 shares; 2025Q2: 304 shares; 2025Q3: 204 shares 204 $57.6K 0.01% -100 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: 77 shares; 2025Q2: 77 shares; 2025Q3: 77 shares 77 $55.3K 0.01% 0 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: 1,022 shares; 2025Q2: 1,022 shares; 2025Q3: 1,022 shares 1,022 $54.6K 0.01% 0 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,619 shares; 2024Q4: not loaded; 2025Q1: 986 shares; 2025Q2: 1,154 shares; 2025Q3: 700 shares 700 $53.7K 0.01% -454 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: not loaded; 2025Q1: 229 shares; 2025Q2: 229 shares; 2025Q3: 219 shares 219 $52.2K 0.01% -10 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: 163 shares; 2024Q4: not loaded; 2025Q1: 107 shares; 2025Q2: 85 shares; 2025Q3: 85 shares 85 $51K 0.01% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,025 shares; 2024Q4: not loaded; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares 1,300 $50.9K 0.01% 0 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 loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,892 shares 1,892 $49.8K 0.01% new 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: 19 shares; 2024Q4: not loaded; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 9 shares 9 $48.6K 0.01% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: 57 shares; 2025Q2: 96 shares; 2025Q3: 92 shares 92 $45.9K 0.01% -4 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: 90 shares; 2024Q4: not loaded; 2025Q1: 65 shares; 2025Q2: 89 shares; 2025Q3: 89 shares 89 $43.3K 0.01% 0 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329 shares; 2024Q4: not loaded; 2025Q1: 197 shares; 2025Q2: 197 shares; 2025Q3: 198 shares 198 $43.2K 0.01% +1 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: 665 shares; 2025Q2: 665 shares; 2025Q3: 495 shares 495 $41.7K 0.01% -170 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: 460 shares; 2024Q4: not loaded; 2025Q1: 460 shares; 2025Q2: 460 shares; 2025Q3: 460 shares 460 $41.1K 0.01% 0 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 395 shares; 2024Q4: not loaded; 2025Q1: 395 shares; 2025Q2: 285 shares; 2025Q3: 285 shares 285 $40.6K 0.01% 0 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: not reported; 2024Q4: not loaded; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares 1,600 $39.3K 0.01% 0 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 430 shares; 2024Q4: not loaded; 2025Q1: 581 shares; 2025Q2: 581 shares; 2025Q3: 581 shares 581 $39.1K 0.01% 0 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: 300 shares; 2024Q4: not loaded; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares 300 $38.5K 0.01% 0 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT 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 loaded; 2025Q1: not reported; 2025Q2: 82 shares; 2025Q3: 82 shares 82 $38.4K 0.01% 0 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: 800 shares; 2024Q4: not loaded; 2025Q1: 820 shares; 2025Q2: 820 shares; 2025Q3: 1,099 shares 1,099 $37.8K 0.01% +279 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: not loaded; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares 250 $37.4K 0.01% 0 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: 76 shares; 2024Q4: not loaded; 2025Q1: 76 shares; 2025Q2: 76 shares; 2025Q3: 76 shares 76 $36.9K 0.01% 0 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 354 shares; 2024Q4: not loaded; 2025Q1: 195 shares; 2025Q2: 195 shares; 2025Q3: 178 shares 178 $35.7K 0.01% -17 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL 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 loaded; 2025Q1: not reported; 2025Q2: 1,829 shares; 2025Q3: 1,829 shares 1,829 $34.6K <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: 292 shares; 2024Q4: not loaded; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 167 shares 167 $34.3K <0.01% +153 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: 197 shares; 2024Q4: not loaded; 2025Q1: 197 shares; 2025Q2: 197 shares; 2025Q3: 197 shares 197 $34K <0.01% 0 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: 148,733 shares; 2024Q4: not loaded; 2025Q1: 833 shares; 2025Q2: 833 shares; 2025Q3: 405 shares 405 $33.9K <0.01% -428 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: 700 shares; 2024Q4: not loaded; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares 700 $33.8K <0.01% 0 Timeline AL AIR LEASE CORP More: the full row for AIR LEASE 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 loaded; 2025Q1: 525 shares; 2025Q2: 525 shares; 2025Q3: 525 shares 525 $33.4K <0.01% 0 Timeline WWD WOODWARD INC More: the full row for WOODWARD 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 loaded; 2025Q1: 132 shares; 2025Q2: 132 shares; 2025Q3: 132 shares 132 $33.4K <0.01% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 340 shares 340 $33.2K <0.01% new Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,303 shares; 2024Q4: not loaded; 2025Q1: 780 shares; 2025Q2: 780 shares; 2025Q3: 780 shares 780 $33.1K <0.01% 0 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 424 shares 424 $33.1K <0.01% new Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 582 shares; 2024Q4: not loaded; 2025Q1: 582 shares; 2025Q2: 200 shares; 2025Q3: 234 shares 234 $33K <0.01% +34 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: 300 shares; 2024Q4: not loaded; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares 300 $32.7K <0.01% 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: not reported; 2024Q4: not loaded; 2025Q1: 467 shares; 2025Q2: 467 shares; 2025Q3: 429 shares 429 $32.6K <0.01% -38 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284 shares; 2024Q4: not loaded; 2025Q1: 284 shares; 2025Q2: 284 shares; 2025Q3: 284 shares 284 $32.2K <0.01% 0 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: 433 shares; 2024Q4: not loaded; 2025Q1: 291 shares; 2025Q2: 291 shares; 2025Q3: 319 shares 319 $32.1K <0.01% +28 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: not loaded; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares 200 $31.6K <0.01% 0 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 977 shares; 2024Q4: not loaded; 2025Q1: 678 shares; 2025Q2: 678 shares; 2025Q3: 678 shares 678 $31.4K <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: 1,065 shares; 2024Q4: not loaded; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 936 shares 936 $30.5K <0.01% +186 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 207 shares 207 $30.2K <0.01% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 243 shares 243 $30.1K <0.01% new 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: not reported; 2024Q4: not loaded; 2025Q1: 446 shares; 2025Q2: 446 shares; 2025Q3: 446 shares 446 $30.1K <0.01% 0 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: not loaded; 2025Q1: 232 shares; 2025Q2: 82 shares; 2025Q3: 90 shares 90 $29.9K <0.01% +8 Timeline TOST TOAST INC More: the full row for TOAST 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 loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 814 shares 814 $29.7K <0.01% new Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54 shares; 2024Q4: not loaded; 2025Q1: 45 shares; 2025Q2: 54 shares; 2025Q3: 54 shares 54 $29.5K <0.01% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: 347 shares; 2025Q2: 347 shares; 2025Q3: 353 shares 353 $29.5K <0.01% +6 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 418 shares; 2024Q4: not loaded; 2025Q1: 418 shares; 2025Q2: 418 shares; 2025Q3: 418 shares 418 $29.4K <0.01% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: not loaded; 2025Q1: 262 shares; 2025Q2: 262 shares; 2025Q3: 262 shares 262 $29.4K <0.01% 0 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242 shares; 2024Q4: not loaded; 2025Q1: 134 shares; 2025Q2: 134 shares; 2025Q3: 135 shares 135 $29.2K <0.01% +1 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: 107 shares; 2025Q2: 153 shares; 2025Q3: 153 shares 153 $29.1K <0.01% 0 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240 shares; 2024Q4: not loaded; 2025Q1: 179 shares; 2025Q2: 311 shares; 2025Q3: 311 shares 311 $28.8K <0.01% 0 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 344 shares 344 $28.6K <0.01% new Timeline HEQT SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: 1,852,658 shares; 2025Q2: 901 shares; 2025Q3: 901 shares 901 $28.1K <0.01% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: not loaded; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares 900 $28.1K <0.01% 0 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 986 shares 986 $28K <0.01% new Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191 shares; 2024Q4: not loaded; 2025Q1: 103 shares; 2025Q2: 103 shares; 2025Q3: 114 shares 114 $28K <0.01% +11 Timeline DON 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: 530 shares; 2024Q4: not loaded; 2025Q1: 530 shares; 2025Q2: 530 shares; 2025Q3: 530 shares 530 $27.7K <0.01% 0 Timeline TIGO MILLICOM INTL CELLULAR S A More: the full row for MILLICOM INTL CELLULAR S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 567 shares 567 $27.5K <0.01% new Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 551 shares; 2024Q4: not loaded; 2025Q1: 265 shares; 2025Q2: 265 shares; 2025Q3: 242 shares 242 $27.4K <0.01% -23 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: not reported; 2024Q4: not loaded; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 221 shares 221 $27.1K <0.01% +1 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141 shares; 2024Q4: not loaded; 2025Q1: 141 shares; 2025Q2: 141 shares; 2025Q3: 141 shares 141 $27.1K <0.01% 0 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS 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 loaded; 2025Q1: 241 shares; 2025Q2: 221 shares; 2025Q3: 213 shares 213 $27K <0.01% -8 Timeline EEMV 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 loaded; 2025Q1: not reported; 2025Q2: 423 shares; 2025Q3: 423 shares 423 $27K <0.01% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 331 shares; 2024Q4: not loaded; 2025Q1: 269 shares; 2025Q2: 92 shares; 2025Q3: 93 shares 93 $26.9K <0.01% +1 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: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 219 shares 219 $26.8K <0.01% new Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: 204 shares; 2025Q2: 204 shares; 2025Q3: 204 shares 204 $26.5K <0.01% 0 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,417 shares; 2024Q4: not loaded; 2025Q1: 1,260 shares; 2025Q2: 1,260 shares; 2025Q3: 1,367 shares 1,367 $26.5K <0.01% +107 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: 859 shares; 2024Q4: not loaded; 2025Q1: 626 shares; 2025Q2: 626 shares; 2025Q3: 626 shares 626 $26.4K <0.01% 0 Timeline DLB DOLBY LABORATORIES INC More: the full row for DOLBY LABORATORIES 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 loaded; 2025Q1: 307 shares; 2025Q2: 307 shares; 2025Q3: 365 shares 365 $26.4K <0.01% +58 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: not reported; 2024Q4: not loaded; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares 150 $26.2K <0.01% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: not loaded; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 53 shares 53 $26.1K <0.01% +25 Timeline INGR INGREDION INC More: the full row for INGREDION 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 loaded; 2025Q1: 191 shares; 2025Q2: 191 shares; 2025Q3: 214 shares 214 $26.1K <0.01% +23 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,671 shares; 2024Q4: not loaded; 2025Q1: 2,148 shares; 2025Q2: 2,148 shares; 2025Q3: 3,262 shares 3,262 $26.1K <0.01% +1,114 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R 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 loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 513 shares 513 $25.9K <0.01% new Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 380 shares; 2024Q4: not loaded; 2025Q1: 266 shares; 2025Q2: 266 shares; 2025Q3: 316 shares 316 $25.9K <0.01% +50 Timeline CNA CNA FINL CORP More: the full row for CNA FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 485 shares; 2024Q4: not loaded; 2025Q1: 327 shares; 2025Q2: 327 shares; 2025Q3: 556 shares 556 $25.8K <0.01% +229 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: 548 shares; 2025Q2: 548 shares; 2025Q3: 457 shares 457 $25.8K <0.01% -91 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74 shares; 2024Q4: not loaded; 2025Q1: 74 shares; 2025Q2: 74 shares; 2025Q3: 74 shares 74 $25.6K <0.01% 0 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: 164 shares; 2025Q2: 134 shares; 2025Q3: 134 shares 134 $25.5K <0.01% 0 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242 shares; 2024Q4: not loaded; 2025Q1: 139 shares; 2025Q2: 139 shares; 2025Q3: 139 shares 139 $25.2K <0.01% 0 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: 342 shares; 2024Q4: not loaded; 2025Q1: 223 shares; 2025Q2: 223 shares; 2025Q3: 197 shares 197 $25K <0.01% -26 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 72 shares 72 $24.9K <0.01% new 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: not reported; 2024Q4: not loaded; 2025Q1: 214 shares; 2025Q2: 214 shares; 2025Q3: 214 shares 214 $24.5K <0.01% 0 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: 598 shares; 2024Q4: not loaded; 2025Q1: 345 shares; 2025Q2: 71 shares; 2025Q3: 71 shares 71 $24.5K <0.01% 0 Timeline SCHA 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 loaded; 2025Q1: not reported; 2025Q2: 870 shares; 2025Q3: 870 shares 870 $24.3K <0.01% 0 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84 shares; 2024Q4: not loaded; 2025Q1: 84 shares; 2025Q2: 84 shares; 2025Q3: 84 shares 84 $24.1K <0.01% 0 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182 shares; 2024Q4: not loaded; 2025Q1: 117 shares; 2025Q2: 117 shares; 2025Q3: 117 shares 117 $24K <0.01% 0 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94 shares; 2024Q4: not loaded; 2025Q1: 94 shares; 2025Q2: 94 shares; 2025Q3: 94 shares 94 $23.9K <0.01% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149 shares; 2024Q4: not loaded; 2025Q1: 415 shares; 2025Q2: 415 shares; 2025Q3: 415 shares 415 $23.6K <0.01% 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: 325 shares; 2024Q4: not loaded; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares 125 $23.4K <0.01% 0 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 631 shares; 2024Q4: not loaded; 2025Q1: 501 shares; 2025Q2: 501 shares; 2025Q3: 501 shares 501 $23.4K <0.01% 0 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: 241 shares; 2025Q2: 369 shares; 2025Q3: 369 shares 369 $23.1K <0.01% 0 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191 shares; 2024Q4: not loaded; 2025Q1: 191 shares; 2025Q2: 297 shares; 2025Q3: 297 shares 297 $22.9K <0.01% 0 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 223 shares 223 $22.6K <0.01% new Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 385 shares 385 $22.3K <0.01% new Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127 shares; 2024Q4: not loaded; 2025Q1: 127 shares; 2025Q2: 127 shares; 2025Q3: 127 shares 127 $22.2K <0.01% 0 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95 shares; 2024Q4: not loaded; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 51 shares 51 $22K <0.01% -4 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL 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 loaded; 2025Q1: 162 shares; 2025Q2: 162 shares; 2025Q3: 162 shares 162 $21.5K <0.01% 0 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102 shares; 2024Q4: not loaded; 2025Q1: 138 shares; 2025Q2: 138 shares; 2025Q3: 138 shares 138 $21K <0.01% 0 Timeline VFH 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: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 159 shares; 2025Q3: 159 shares 159 $20.9K <0.01% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 581 shares; 2024Q4: not loaded; 2025Q1: 581 shares; 2025Q2: 581 shares; 2025Q3: 581 shares 581 $20.6K <0.01% 0 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68 shares; 2024Q4: not loaded; 2025Q1: 47 shares; 2025Q2: 47 shares; 2025Q3: 46 shares 46 $20.6K <0.01% -1 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: 879 shares; 2025Q2: 879 shares; 2025Q3: 728 shares 728 $20.6K <0.01% -151 Timeline TFSL TFS FINL CORP More: the full row for TFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,303 shares; 2024Q4: not loaded; 2025Q1: 1,941 shares; 2025Q2: 1,941 shares; 2025Q3: 1,546 shares 1,546 $20.4K <0.01% -395 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192 shares; 2024Q4: not loaded; 2025Q1: 166 shares; 2025Q2: 166 shares; 2025Q3: 166 shares 166 $20.3K <0.01% 0 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 191 shares; 2025Q3: 191 shares 191 $20.3K <0.01% 0 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245 shares; 2024Q4: not loaded; 2025Q1: 237 shares; 2025Q2: 356 shares; 2025Q3: 356 shares 356 $20.3K <0.01% 0 Timeline EWC 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: 900 shares; 2024Q4: not loaded; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 400 shares 400 $20.2K <0.01% -500 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21 shares 21 $20K <0.01% new 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: 156 shares; 2024Q4: not loaded; 2025Q1: 156 shares; 2025Q2: 156 shares; 2025Q3: 156 shares 156 $20K <0.01% 0 Timeline BPOP POPULAR INC More: the full row for POPULAR 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 loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 157 shares 157 $19.9K <0.01% new Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 265 shares; 2024Q4: not loaded; 2025Q1: 265 shares; 2025Q2: 265 shares; 2025Q3: 265 shares 265 $19.7K <0.01% 0 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: 183 shares; 2024Q4: not loaded; 2025Q1: 93 shares; 2025Q2: 22 shares; 2025Q3: 40 shares 40 $19.4K <0.01% +18 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223 shares; 2024Q4: not loaded; 2025Q1: 124 shares; 2025Q2: 114 shares; 2025Q3: 114 shares 114 $19.3K <0.01% 0 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: not loaded; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares 200 $19.1K <0.01% 0 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS 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 loaded; 2025Q1: 155 shares; 2025Q2: 155 shares; 2025Q3: 155 shares 155 $18.8K <0.01% 0 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: 1,617 shares; 2025Q2: 1,617 shares; 2025Q3: 780 shares 780 $18.4K <0.01% -837 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: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 132 shares; 2025Q3: 132 shares 132 $18.4K <0.01% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: 304 shares; 2025Q2: 272 shares; 2025Q3: 70 shares 70 $17.3K <0.01% -202 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224 shares; 2024Q4: not loaded; 2025Q1: 224 shares; 2025Q2: 224 shares; 2025Q3: 224 shares 224 $17K <0.01% 0 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: not reported; 2024Q4: not loaded; 2025Q1: 49 shares; 2025Q2: 49 shares; 2025Q3: 58 shares 58 $16.6K <0.01% +9 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: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 207 shares; 2025Q3: 207 shares 207 $16.5K <0.01% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 84 shares 84 $16.3K <0.01% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,740 shares; 2024Q4: not loaded; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares 300 $16K <0.01% 0 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 475 shares 475 $15.8K <0.01% new Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189 shares; 2024Q4: not loaded; 2025Q1: 189 shares; 2025Q2: 189 shares; 2025Q3: 189 shares 189 $15.7K <0.01% 0 Timeline SCHO 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 loaded; 2025Q1: not reported; 2025Q2: 636 shares; 2025Q3: 636 shares 636 $15.5K <0.01% 0 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: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 198 shares; 2025Q3: 198 shares 198 $15.5K <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: 2,657 shares; 2024Q4: not loaded; 2025Q1: 2,275 shares; 2025Q2: 496 shares; 2025Q3: 496 shares 496 $15.4K <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: 55 shares; 2024Q4: not loaded; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 55 shares 55 $15.4K <0.01% 0 Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 492 shares; 2024Q4: not loaded; 2025Q1: 492 shares; 2025Q2: 492 shares; 2025Q3: 492 shares 492 $15K <0.01% 0 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 loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 103 shares 103 $15K <0.01% new 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: 600 shares; 2024Q4: not loaded; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares 600 $14.8K <0.01% 0 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: not loaded; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares 350 $14.6K <0.01% 0 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174 shares; 2024Q4: not loaded; 2025Q1: 174 shares; 2025Q2: 174 shares; 2025Q3: 174 shares 174 $14.5K <0.01% 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: 982 shares; 2024Q4: not loaded; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 70 shares 70 $14.3K <0.01% 0 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS 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 loaded; 2025Q1: 74 shares; 2025Q2: 74 shares; 2025Q3: 74 shares 74 $14.3K <0.01% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 194 shares 194 $14.2K <0.01% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 740 shares; 2024Q4: not loaded; 2025Q1: 440 shares; 2025Q2: 440 shares; 2025Q3: 440 shares 440 $13.8K <0.01% 0 Timeline WAT WATERS CORP More: the full row for WATERS 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 loaded; 2025Q1: not reported; 2025Q2: 42 shares; 2025Q3: 42 shares 42 $12.6K <0.01% 0 Timeline SEE SEALED AIR CORP NEW More: the full row for SEALED AIR CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 355 shares; 2024Q4: not loaded; 2025Q1: 355 shares; 2025Q2: 355 shares; 2025Q3: 355 shares 355 $12.5K <0.01% 0 Timeline MTUS METALLUS INC More: the full row for METALLUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: not loaded; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares 750 $12.4K <0.01% 0 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147 shares; 2024Q4: not loaded; 2025Q1: 147 shares; 2025Q2: 147 shares; 2025Q3: 147 shares 147 $11.9K <0.01% 0 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256 shares; 2024Q4: not loaded; 2025Q1: 326 shares; 2025Q2: 326 shares; 2025Q3: 326 shares 326 $11.6K <0.01% 0 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182 shares; 2024Q4: not loaded; 2025Q1: 182 shares; 2025Q2: 182 shares; 2025Q3: 182 shares 182 $11.5K <0.01% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83 shares; 2024Q4: not loaded; 2025Q1: 83 shares; 2025Q2: 83 shares; 2025Q3: 83 shares 83 $11.3K <0.01% 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: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 123 shares; 2025Q3: 123 shares 123 $11K <0.01% 0 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: not loaded; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares 100 $10.9K <0.01% 0 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: 1,114 shares; 2024Q4: not loaded; 2025Q1: 649 shares; 2025Q2: 649 shares; 2025Q3: 167 shares 167 $10.6K <0.01% -482 Timeline SWX SOUTHWEST GAS HLDGS INC More: the full row for SOUTHWEST GAS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131 shares; 2024Q4: not loaded; 2025Q1: 131 shares; 2025Q2: 131 shares; 2025Q3: 131 shares 131 $10.3K <0.01% 0 Timeline COLD AMERICOLD REALTY TRUST INC More: the full row for AMERICOLD REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 590 shares; 2024Q4: not loaded; 2025Q1: 825 shares; 2025Q2: 825 shares; 2025Q3: 825 shares 825 $10.1K <0.01% 0 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: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 283 shares 283 $10K <0.01% new 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: 216 shares; 2024Q4: not loaded; 2025Q1: 116 shares; 2025Q2: 47 shares; 2025Q3: 47 shares 47 $9.32K <0.01% 0 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: 2,235 shares; 2024Q4: not loaded; 2025Q1: 320 shares; 2025Q2: 320 shares; 2025Q3: 320 shares 320 $9.06K <0.01% 0 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: 86 shares; 2024Q4: not loaded; 2025Q1: 86 shares; 2025Q2: 86 shares; 2025Q3: 86 shares 86 $8.73K <0.01% 0 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: not reported; 2024Q4: not loaded; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares 50 $8.11K <0.01% 0 Timeline IEV 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 loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 121 shares 121 $7.92K <0.01% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 33 shares; 2025Q3: 33 shares 33 $7.91K <0.01% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234 shares; 2024Q4: not loaded; 2025Q1: 77 shares; 2025Q2: 35 shares; 2025Q3: 35 shares 35 $7.73K <0.01% 0 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: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 38 shares; 2025Q3: 38 shares 38 $7.66K <0.01% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: 92 shares; 2025Q2: 117 shares; 2025Q3: 117 shares 117 $7.61K <0.01% 0 Timeline IYW 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 loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38 shares 38 $7.44K <0.01% new Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS 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 loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 142 shares 142 $7.31K <0.01% new Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31 shares 31 $7.28K <0.01% new Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249 shares; 2024Q4: not loaded; 2025Q1: 249 shares; 2025Q2: 249 shares; 2025Q3: 249 shares 249 $7.07K <0.01% 0 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: not loaded; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares 300 $6.94K <0.01% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: not loaded; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares 20 $6.66K <0.01% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19 shares 19 $6.64K <0.01% new Timeline HP HELMERICH & PAYNE INC More: the full row for HELMERICH & PAYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 299 shares; 2024Q4: not loaded; 2025Q1: 299 shares; 2025Q2: 299 shares; 2025Q3: 299 shares 299 $6.61K <0.01% 0 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: 48 shares; 2024Q4: not loaded; 2025Q1: 48 shares; 2025Q2: 48 shares; 2025Q3: 48 shares 48 $5.4K <0.01% 0 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 144 shares; 2025Q3: 144 shares 144 $5.23K <0.01% 0 Timeline XRAY DENTSPLY SIRONA INC More: the full row for DENTSPLY SIRONA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 401 shares; 2024Q4: not loaded; 2025Q1: 401 shares; 2025Q2: 401 shares; 2025Q3: 401 shares 401 $5.09K <0.01% 0 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: not loaded; 2025Q1: 85 shares; 2025Q2: 85 shares; 2025Q3: 85 shares 85 $4.89K <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: 107 shares; 2024Q4: not loaded; 2025Q1: 107 shares; 2025Q2: 107 shares; 2025Q3: 107 shares 107 $4.82K <0.01% 0 Timeline IWB 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 loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13 shares 13 $4.75K <0.01% new 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: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 51 shares; 2025Q3: 51 shares 51 $4.48K <0.01% 0 Timeline IEI 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 loaded; 2025Q1: not reported; 2025Q2: 36 shares; 2025Q3: 36 shares 36 $4.3K <0.01% 0 Timeline EGO ELDORADO GOLD CORP NEW More: the full row for ELDORADO GOLD CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: 148 shares; 2025Q2: 148 shares; 2025Q3: 148 shares 148 $4.28K <0.01% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 302 shares; 2024Q4: not loaded; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 15 shares 15 $4.05K <0.01% -105 Timeline SPIB 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 loaded; 2025Q1: not reported; 2025Q2: 87 shares; 2025Q3: 87 shares 87 $2.95K <0.01% 0 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 998 shares; 2024Q4: not loaded; 2025Q1: 82 shares; 2025Q2: 82 shares; 2025Q3: 82 shares 82 $2.89K <0.01% 0 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: 407 shares; 2024Q4: not loaded; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares 30 $2.8K <0.01% 0 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44 shares 44 $2.6K <0.01% new Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69 shares; 2024Q4: not loaded; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares 3 $2.48K <0.01% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249 shares; 2024Q4: not loaded; 2025Q1: 91 shares; 2025Q2: 5 shares; 2025Q3: 5 shares 5 $2.29K <0.01% 0 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 603 shares; 2024Q4: not loaded; 2025Q1: 424 shares; 2025Q2: 424 shares; 2025Q3: 35 shares 35 $2.25K <0.01% -389 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320 shares; 2024Q4: not loaded; 2025Q1: 720 shares; 2025Q2: 11 shares; 2025Q3: 11 shares 11 $2.12K <0.01% 0 Timeline SPTL 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 loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55 shares 55 $1.48K <0.01% new Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202 shares; 2024Q4: not loaded; 2025Q1: 276 shares; 2025Q2: 276 shares; 2025Q3: 22 shares 22 $1.44K <0.01% -254 Timeline