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: 492,603 shares; 2024Q4: 518,675 shares; 2025Q1: 534,450 shares; 2025Q2: 575,440 shares; 2025Q3: 578,678 shares 578,678 $233M 14.28% +3,238 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,170,198 shares; 2024Q4: 1,221,872 shares; 2025Q1: 1,286,338 shares; 2025Q2: 1,324,258 shares; 2025Q3: 1,353,628 shares 1,353,628 $187M 11.44% +29,370 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,730,993 shares; 2024Q4: 1,785,267 shares; 2025Q1: 1,917,743 shares; 2025Q2: 1,782,982 shares; 2025Q3: 1,886,026 shares 1,886,026 $104M 6.4% +103,044 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,071,121 shares; 2024Q4: 1,106,000 shares; 2025Q1: 1,177,329 shares; 2025Q2: 1,242,288 shares; 2025Q3: 1,286,740 shares 1,286,740 $94.5M 5.8% +44,452 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,706 shares; 2024Q4: 139,483 shares; 2025Q1: 143,042 shares; 2025Q2: 138,473 shares; 2025Q3: 139,526 shares 139,526 $85.4M 5.24% +1,053 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 584,123 shares; 2024Q4: 423,985 shares; 2025Q1: 216,609 shares; 2025Q2: 581,118 shares; 2025Q3: 666,498 shares 666,498 $71M 4.35% +85,380 Timeline SCHG 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: 447,160 shares; 2024Q4: 1,999,984 shares; 2025Q1: 2,665,995 shares; 2025Q2: 2,087,707 shares; 2025Q3: 2,179,648 shares 2,179,648 $69.6M 4.26% +91,941 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 392,004 shares; 2024Q4: 416,907 shares; 2025Q1: 444,409 shares; 2025Q2: 657,746 shares; 2025Q3: 698,721 shares 698,721 $55.8M 3.42% +40,975 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: 181,350 shares; 2024Q4: 185,197 shares; 2025Q1: 182,904 shares; 2025Q2: 268,039 shares; 2025Q3: 266,325 shares 266,325 $49.7M 3.05% -1,714 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: 76,578 shares; 2024Q4: 78,110 shares; 2025Q1: 77,509 shares; 2025Q2: 84,921 shares; 2025Q3: 89,128 shares 89,128 $46.2M 2.83% +4,207 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: 127,059 shares; 2024Q4: 129,862 shares; 2025Q1: 133,146 shares; 2025Q2: 139,836 shares; 2025Q3: 148,598 shares 148,598 $37.8M 2.32% +8,762 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,341 shares; 2024Q4: 173,343 shares; 2025Q1: 214,054 shares; 2025Q2: 214,055 shares; 2025Q3: 213,393 shares 213,393 $34.1M 2.09% -662 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: 43,722 shares; 2024Q4: 43,932 shares; 2025Q1: 43,922 shares; 2025Q2: 43,645 shares; 2025Q3: 46,529 shares 46,529 $31M 1.9% +2,884 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: 87,992 shares; 2024Q4: 93,199 shares; 2025Q1: 100,627 shares; 2025Q2: 114,507 shares; 2025Q3: 140,212 shares 140,212 $26.2M 1.6% +25,705 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,638 shares; 2024Q4: 265,186 shares; 2025Q1: 280,927 shares; 2025Q2: 294,091 shares; 2025Q3: 307,757 shares 307,757 $24.7M 1.51% +13,666 Timeline SJNK 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: 730,346 shares; 2024Q4: 753,380 shares; 2025Q1: 775,866 shares; 2025Q2: 781,264 shares; 2025Q3: 905,152 shares 905,152 $23.2M 1.42% +123,888 Timeline URTH 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: 119,362 shares; 2024Q4: 117,417 shares; 2025Q1: 112,892 shares; 2025Q2: 119,304 shares; 2025Q3: 119,030 shares 119,030 $21.6M 1.33% -274 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: 44,478 shares; 2024Q4: 44,589 shares; 2025Q1: 44,511 shares; 2025Q2: 54,635 shares; 2025Q3: 54,594 shares 54,594 $17.9M 1.1% -41 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: 46,882 shares; 2024Q4: 50,046 shares; 2025Q1: 50,113 shares; 2025Q2: 56,878 shares; 2025Q3: 68,796 shares 68,796 $15.1M 0.93% +11,918 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,108 shares; 2024Q4: 192,733 shares; 2025Q1: 191,876 shares; 2025Q2: 188,232 shares; 2025Q3: 182,862 shares 182,862 $15.1M 0.93% -5,370 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: 19,759 shares; 2024Q4: 19,674 shares; 2025Q1: 19,841 shares; 2025Q2: 26,507 shares; 2025Q3: 26,227 shares 26,227 $12.6M 0.77% -280 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: 10,672 shares; 2024Q4: 13,791 shares; 2025Q1: 13,429 shares; 2025Q2: 13,083 shares; 2025Q3: 22,080 shares 22,080 $11.1M 0.68% +8,997 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: 34,599 shares; 2024Q4: 39,800 shares; 2025Q1: 39,884 shares; 2025Q2: 40,892 shares; 2025Q3: 41,222 shares 41,222 $10M 0.62% +330 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,918 shares; 2024Q4: 9,687 shares; 2025Q1: 9,840 shares; 2025Q2: 10,431 shares; 2025Q3: 10,412 shares 10,412 $9.64M 0.59% -19 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: 28,795 shares; 2024Q4: 31,893 shares; 2025Q1: 31,996 shares; 2025Q2: 34,767 shares; 2025Q3: 39,196 shares 39,196 $9.53M 0.58% +4,429 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: 14,739 shares; 2024Q4: 17,940 shares; 2025Q1: 17,987 shares; 2025Q2: 17,854 shares; 2025Q3: 28,747 shares 28,747 $9.07M 0.56% +10,893 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: 8,834 shares; 2024Q4: 9,339 shares; 2025Q1: 9,501 shares; 2025Q2: 9,615 shares; 2025Q3: 12,266 shares 12,266 $9.01M 0.55% +2,651 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: 14,864 shares; 2024Q4: 15,928 shares; 2025Q1: 16,128 shares; 2025Q2: 18,239 shares; 2025Q3: 23,915 shares 23,915 $8.16M 0.5% +5,676 Timeline BKLN 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: 304,589 shares; 2024Q4: 311,759 shares; 2025Q1: 316,317 shares; 2025Q2: 310,467 shares; 2025Q3: 360,967 shares 360,967 $7.56M 0.46% +50,500 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,925 shares; 2024Q4: 200,124 shares; 2025Q1: 204,664 shares; 2025Q2: 206,216 shares; 2025Q3: 234,899 shares 234,899 $7.43M 0.46% +28,683 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 38,001 shares; 2025Q1: 37,499 shares; 2025Q2: 37,673 shares; 2025Q3: 37,737 shares 37,737 $6.74M 0.41% +64 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: 12,586 shares; 2024Q4: 15,264 shares; 2025Q1: 15,712 shares; 2025Q2: 19,329 shares; 2025Q3: 20,183 shares 20,183 $6.66M 0.41% +854 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,939 shares; 2024Q4: 57,160 shares; 2025Q1: 66,293 shares; 2025Q2: 66,354 shares; 2025Q3: 68,360 shares 68,360 $5.67M 0.35% +2,006 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: 12,116 shares; 2024Q4: 12,350 shares; 2025Q1: 12,255 shares; 2025Q2: 12,596 shares; 2025Q3: 12,672 shares 12,672 $5.13M 0.31% +76 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 74,244 shares; 2025Q3: 83,991 shares 83,991 $5.03M 0.31% +9,747 Timeline TLH 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: 35,415 shares; 2024Q4: 44,698 shares; 2025Q1: 48,263 shares; 2025Q2: 43,607 shares; 2025Q3: 48,793 shares 48,793 $5.03M 0.31% +5,186 Timeline SUB 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: 24,400 shares; 2024Q4: 25,051 shares; 2025Q1: 28,274 shares; 2025Q2: 51,101 shares; 2025Q3: 45,034 shares 45,034 $4.81M 0.29% -6,067 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: 8,794 shares; 2024Q4: 9,399 shares; 2025Q1: 9,145 shares; 2025Q2: 10,503 shares; 2025Q3: 10,737 shares 10,737 $4.77M 0.29% +234 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: 8,719 shares; 2024Q4: 8,924 shares; 2025Q1: 9,026 shares; 2025Q2: 9,666 shares; 2025Q3: 9,817 shares 9,817 $4.6M 0.28% +151 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: 12,131 shares; 2024Q4: 12,178 shares; 2025Q1: 12,186 shares; 2025Q2: 12,227 shares; 2025Q3: 12,255 shares 12,255 $4.24M 0.26% +28 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: 4,804 shares; 2024Q4: 4,757 shares; 2025Q1: 5,126 shares; 2025Q2: 5,714 shares; 2025Q3: 5,471 shares 5,471 $4.17M 0.26% -243 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: 6,150 shares; 2024Q4: 6,282 shares; 2025Q1: 6,304 shares; 2025Q2: 6,981 shares; 2025Q3: 6,905 shares 6,905 $3.93M 0.24% -76 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: 3,876 shares; 2024Q4: 4,259 shares; 2025Q1: 4,212 shares; 2025Q2: 5,541 shares; 2025Q3: 13,812 shares 13,812 $3.86M 0.24% +8,271 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: 14,865 shares; 2024Q4: 44,469 shares; 2025Q1: 44,639 shares; 2025Q2: 45,517 shares; 2025Q3: 45,627 shares 45,627 $3.82M 0.23% +110 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares 5 $3.77M 0.23% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,093 shares; 2024Q4: 3,280 shares; 2025Q1: 3,352 shares; 2025Q2: 3,672 shares; 2025Q3: 11,482 shares 11,482 $3.45M 0.21% +7,810 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: 13,067 shares; 2024Q4: 14,268 shares; 2025Q1: 14,917 shares; 2025Q2: 14,438 shares; 2025Q3: 14,886 shares 14,886 $3.45M 0.21% +448 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,501 shares; 2024Q4: 2,420 shares; 2025Q1: 2,463 shares; 2025Q2: 2,703 shares; 2025Q3: 2,594 shares 2,594 $3.11M 0.19% -109 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: 15,837 shares; 2024Q4: 16,166 shares; 2025Q1: 16,393 shares; 2025Q2: 15,076 shares; 2025Q3: 15,821 shares 15,821 $2.93M 0.18% +745 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: 3,853 shares; 2024Q4: 3,833 shares; 2025Q1: 3,834 shares; 2025Q2: 3,399 shares; 2025Q3: 4,355 shares 4,355 $2.91M 0.18% +956 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,569 shares; 2024Q4: 5,578 shares; 2025Q1: 5,581 shares; 2025Q2: 6,763 shares; 2025Q3: 6,762 shares 6,762 $2.8M 0.17% -1 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: 31,242 shares; 2024Q4: 34,865 shares; 2025Q1: 32,835 shares; 2025Q2: 30,932 shares; 2025Q3: 33,347 shares 33,347 $2.8M 0.17% +2,415 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: 391 shares; 2024Q4: 443 shares; 2025Q1: 606 shares; 2025Q2: 870 shares; 2025Q3: 4,069 shares 4,069 $2.78M 0.17% +3,199 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: 23,478 shares; 2024Q4: 29,842 shares; 2025Q1: 30,241 shares; 2025Q2: 26,196 shares; 2025Q3: 22,949 shares 22,949 $2.59M 0.16% -3,247 Timeline SCHB 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: 904 shares; 2024Q4: 2,712 shares; 2025Q1: 5,023 shares; 2025Q2: 100,227 shares; 2025Q3: 100,227 shares 100,227 $2.58M 0.16% 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: 3,921 shares; 2024Q4: 3,943 shares; 2025Q1: 3,862 shares; 2025Q2: 3,621 shares; 2025Q3: 4,808 shares 4,808 $2.33M 0.14% +1,187 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: 1,418 shares; 2024Q4: 2,246 shares; 2025Q1: 2,318 shares; 2025Q2: 2,389 shares; 2025Q3: 7,972 shares 7,972 $2.3M 0.14% +5,583 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: 26,645 shares; 2024Q4: 26,391 shares; 2025Q1: 26,355 shares; 2025Q2: 29,531 shares; 2025Q3: 28,388 shares 28,388 $2.27M 0.14% -1,143 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: 11,600 shares; 2024Q4: 11,743 shares; 2025Q1: 11,819 shares; 2025Q2: 12,679 shares; 2025Q3: 12,774 shares 12,774 $2.18M 0.13% +95 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: 25,489 shares; 2024Q4: 39,350 shares; 2025Q1: 39,087 shares; 2025Q2: 40,127 shares; 2025Q3: 40,530 shares 40,530 $2.09M 0.13% +403 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: 8,417 shares; 2024Q4: 5,063 shares; 2025Q1: 6,557 shares; 2025Q2: 8,828 shares; 2025Q3: 21,269 shares 21,269 $2.08M 0.13% +12,441 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: 14,134 shares; 2024Q4: 14,001 shares; 2025Q1: 14,741 shares; 2025Q2: 12,685 shares; 2025Q3: 14,364 shares 14,364 $2.02M 0.12% +1,679 Timeline CRI CARTERS INC More: the full row for CARTERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,762 shares; 2025Q1: 53,160 shares; 2025Q2: 70,977 shares; 2025Q3: 70,904 shares 70,904 $2M 0.12% -73 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,615 shares; 2024Q4: 55,074 shares; 2025Q1: 55,074 shares; 2025Q2: 62,076 shares; 2025Q3: 61,728 shares 61,728 $1.99M 0.12% -348 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: 4,604 shares; 2024Q4: 4,197 shares; 2025Q1: 4,253 shares; 2025Q2: 4,689 shares; 2025Q3: 4,396 shares 4,396 $1.97M 0.12% -293 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,891 shares; 2024Q4: 3,908 shares; 2025Q1: 3,875 shares; 2025Q2: 4,075 shares; 2025Q3: 4,007 shares 4,007 $1.91M 0.12% -68 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,781 shares; 2024Q4: 2,371 shares; 2025Q1: 2,371 shares; 2025Q2: 24,583 shares; 2025Q3: 35,125 shares 35,125 $1.9M 0.12% +10,542 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,590 shares; 2024Q4: 12,852 shares; 2025Q1: 12,865 shares; 2025Q2: 13,219 shares; 2025Q3: 13,212 shares 13,212 $1.89M 0.12% -7 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: 720 shares; 2025Q1: 710 shares; 2025Q2: 1,247 shares; 2025Q3: 3,071 shares 3,071 $1.89M 0.12% +1,824 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: 9,759 shares; 2024Q4: 10,795 shares; 2025Q1: 10,929 shares; 2025Q2: 10,251 shares; 2025Q3: 11,196 shares 11,196 $1.86M 0.11% +945 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: 8,836 shares; 2024Q4: 8,826 shares; 2025Q1: 8,827 shares; 2025Q2: 8,572 shares; 2025Q3: 8,563 shares 8,563 $1.85M 0.11% -9 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: 8,088 shares; 2024Q4: 8,108 shares; 2025Q1: 8,085 shares; 2025Q2: 9,147 shares; 2025Q3: 8,833 shares 8,833 $1.81M 0.11% -314 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,716 shares; 2024Q4: 71,148 shares; 2025Q1: 71,358 shares; 2025Q2: 67,485 shares; 2025Q3: 67,485 shares 67,485 $1.77M 0.11% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 75,820 shares; 2025Q3: 75,820 shares 75,820 $1.77M 0.11% 0 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: 4,986 shares; 2024Q4: 5,230 shares; 2025Q1: 5,485 shares; 2025Q2: 5,892 shares; 2025Q3: 6,239 shares 6,239 $1.75M 0.11% +347 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: 7,973 shares; 2024Q4: 9,821 shares; 2025Q1: 10,273 shares; 2025Q2: 9,597 shares; 2025Q3: 10,818 shares 10,818 $1.68M 0.1% +1,221 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,648 shares; 2025Q3: 18,648 shares 18,648 $1.67M 0.1% 0 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: 12,215 shares; 2024Q4: 13,949 shares; 2025Q1: 13,747 shares; 2025Q2: 15,763 shares; 2025Q3: 16,090 shares 16,090 $1.66M 0.1% +327 Timeline SGOV 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: 13,667 shares; 2025Q1: not reported; 2025Q2: 4,774 shares; 2025Q3: 16,217 shares 16,217 $1.63M 0.1% +11,443 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,816 shares; 2024Q4: 4,816 shares; 2025Q1: 4,816 shares; 2025Q2: 4,813 shares; 2025Q3: 4,813 shares 4,813 $1.62M 0.1% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,465 shares; 2024Q4: 1,341 shares; 2025Q1: 1,371 shares; 2025Q2: 1,745 shares; 2025Q3: 1,710 shares 1,710 $1.57M 0.1% -35 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: 8,191 shares; 2024Q4: 8,516 shares; 2025Q1: 9,147 shares; 2025Q2: 9,260 shares; 2025Q3: 9,320 shares 9,320 $1.56M 0.1% +60 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: 6,510 shares; 2024Q4: 6,539 shares; 2025Q1: 6,650 shares; 2025Q2: 6,509 shares; 2025Q3: 6,390 shares 6,390 $1.51M 0.09% -119 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,989 shares; 2024Q4: 62,989 shares; 2025Q1: 62,989 shares; 2025Q2: 62,989 shares; 2025Q3: 82,539 shares 82,539 $1.51M 0.09% +19,550 Timeline SPYG 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: 14,292 shares; 2024Q4: 14,292 shares; 2025Q1: 14,292 shares; 2025Q2: 14,292 shares; 2025Q3: 14,292 shares 14,292 $1.49M 0.09% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,405 shares; 2024Q4: 2,405 shares; 2025Q1: 2,405 shares; 2025Q2: 23,058 shares; 2025Q3: 22,382 shares 22,382 $1.46M 0.09% -676 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: 9,861 shares; 2024Q4: 9,452 shares; 2025Q1: 9,999 shares; 2025Q2: 10,800 shares; 2025Q3: 10,781 shares 10,781 $1.44M 0.09% -19 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: 13,569 shares; 2024Q4: 19,324 shares; 2025Q1: 19,692 shares; 2025Q2: 19,835 shares; 2025Q3: 19,586 shares 19,586 $1.34M 0.08% -249 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,984 shares; 2025Q3: 6,564 shares 6,564 $1.34M 0.08% +580 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,704 shares; 2024Q4: 80,728 shares; 2025Q1: 109,494 shares; 2025Q2: 110,295 shares; 2025Q3: 111,597 shares 111,597 $1.33M 0.08% +1,302 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,875 shares; 2025Q1: 45,679 shares; 2025Q2: 23,650 shares; 2025Q3: 22,450 shares 22,450 $1.31M 0.08% -1,200 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,303 shares; 2025Q1: 5,413 shares; 2025Q2: 6,788 shares; 2025Q3: 7,094 shares 7,094 $1.29M 0.08% +306 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: 227 shares; 2024Q4: 233 shares; 2025Q1: 214 shares; 2025Q2: 238 shares; 2025Q3: 239 shares 239 $1.29M 0.08% +1 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: 7,068 shares; 2024Q4: 7,107 shares; 2025Q1: 7,141 shares; 2025Q2: 8,565 shares; 2025Q3: 8,731 shares 8,731 $1.26M 0.08% +166 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: 2,445 shares; 2024Q4: 2,449 shares; 2025Q1: 2,645 shares; 2025Q2: 2,713 shares; 2025Q3: 2,648 shares 2,648 $1.26M 0.08% -65 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: 5,776 shares; 2024Q4: 6,526 shares; 2025Q1: 6,751 shares; 2025Q2: 7,600 shares; 2025Q3: 7,538 shares 7,538 $1.22M 0.07% -62 Timeline IDEV 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: 13,983 shares; 2024Q4: 13,983 shares; 2025Q1: 13,983 shares; 2025Q2: 13,983 shares; 2025Q3: 14,996 shares 14,996 $1.2M 0.07% +1,013 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: 8,604 shares; 2024Q4: 10,026 shares; 2025Q1: 9,833 shares; 2025Q2: 10,257 shares; 2025Q3: 10,485 shares 10,485 $1.2M 0.07% +228 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,097 shares; 2024Q4: 1,598 shares; 2025Q1: 1,584 shares; 2025Q2: 1,940 shares; 2025Q3: 1,942 shares 1,942 $1.17M 0.07% +2 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: 3,380 shares; 2024Q4: 3,544 shares; 2025Q1: 3,580 shares; 2025Q2: 3,857 shares; 2025Q3: 3,831 shares 3,831 $1.16M 0.07% -26 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,598 shares; 2024Q4: 51,523 shares; 2025Q1: 34,298 shares; 2025Q2: 29,648 shares; 2025Q3: 25,976 shares 25,976 $1.16M 0.07% -3,672 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: 3,729 shares; 2024Q4: 3,838 shares; 2025Q1: 4,128 shares; 2025Q2: 5,363 shares; 2025Q3: 4,880 shares 4,880 $1.16M 0.07% -483 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: 3,056 shares; 2024Q4: 3,863 shares; 2025Q1: 3,913 shares; 2025Q2: 5,292 shares; 2025Q3: 5,221 shares 5,221 $1.15M 0.07% -71 Timeline FOXF FOX FACTORY HLDG CORP More: the full row for FOX FACTORY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 56,479 shares; 2025Q1: 48,546 shares; 2025Q2: 47,688 shares; 2025Q3: 46,774 shares 46,774 $1.14M 0.07% -914 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: 4,844 shares; 2024Q4: 4,907 shares; 2025Q1: 4,872 shares; 2025Q2: 4,907 shares; 2025Q3: 4,862 shares 4,862 $1.12M 0.07% -45 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: 5,798 shares; 2024Q4: 5,712 shares; 2025Q1: 5,712 shares; 2025Q2: 7,959 shares; 2025Q3: 7,909 shares 7,909 $1.11M 0.07% -50 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,072 shares; 2025Q3: 24,727 shares 24,727 $1.1M 0.07% -5,345 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: 3,011 shares; 2024Q4: 3,556 shares; 2025Q1: 3,538 shares; 2025Q2: 3,791 shares; 2025Q3: 3,811 shares 3,811 $1.08M 0.07% +20 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: 8,850 shares; 2024Q4: 8,850 shares; 2025Q1: 8,850 shares; 2025Q2: 8,850 shares; 2025Q3: 8,850 shares 8,850 $1.07M 0.07% 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: 2,293 shares; 2024Q4: 2,303 shares; 2025Q1: 2,322 shares; 2025Q2: 2,377 shares; 2025Q3: 2,313 shares 2,313 $1.06M 0.06% -64 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: 4,025 shares; 2024Q4: 4,179 shares; 2025Q1: 4,079 shares; 2025Q2: 4,349 shares; 2025Q3: 4,237 shares 4,237 $1.05M 0.06% -112 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: 820 shares; 2025Q1: 833 shares; 2025Q2: 860 shares; 2025Q3: 871 shares 871 $1.02M 0.06% +11 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: 1,935 shares; 2024Q4: 2,040 shares; 2025Q1: 2,273 shares; 2025Q2: 2,907 shares; 2025Q3: 2,955 shares 2,955 $982K 0.06% +48 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: 23,950 shares; 2024Q4: 40,850 shares; 2025Q1: 35,861 shares; 2025Q2: 31,083 shares; 2025Q3: 31,083 shares 31,083 $972K 0.06% 0 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: 4,181 shares; 2024Q4: 4,181 shares; 2025Q1: 4,181 shares; 2025Q2: 4,059 shares; 2025Q3: 3,921 shares 3,921 $949K 0.06% -138 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: 13,000 shares; 2024Q4: 13,113 shares; 2025Q1: 13,000 shares; 2025Q2: 13,000 shares; 2025Q3: 13,000 shares 13,000 $946K 0.06% 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: 3,678 shares; 2024Q4: 4,441 shares; 2025Q1: 4,965 shares; 2025Q2: 5,782 shares; 2025Q3: 5,843 shares 5,843 $929K 0.06% +61 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: 13,719 shares; 2024Q4: 15,275 shares; 2025Q1: 15,257 shares; 2025Q2: 15,119 shares; 2025Q3: 13,960 shares 13,960 $926K 0.06% -1,159 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,711 shares; 2024Q4: 2,647 shares; 2025Q1: 2,522 shares; 2025Q2: 1,083 shares; 2025Q3: 2,670 shares 2,670 $922K 0.06% +1,587 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: 3,827 shares; 2024Q4: 4,409 shares; 2025Q1: 6,561 shares; 2025Q2: 7,491 shares; 2025Q3: 7,414 shares 7,414 $917K 0.06% -77 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: 13,389 shares; 2024Q4: 13,083 shares; 2025Q1: 12,865 shares; 2025Q2: 12,803 shares; 2025Q3: 13,021 shares 13,021 $908K 0.06% +218 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: 3,293 shares; 2024Q4: 3,528 shares; 2025Q1: 3,421 shares; 2025Q2: 3,707 shares; 2025Q3: 3,562 shares 3,562 $895K 0.05% -145 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: 1,037 shares; 2024Q4: 2,238 shares; 2025Q1: 2,082 shares; 2025Q2: 2,086 shares; 2025Q3: 2,096 shares 2,096 $885K 0.05% +10 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,384 shares; 2024Q4: 3,494 shares; 2025Q1: 3,291 shares; 2025Q2: 3,622 shares; 2025Q3: 3,547 shares 3,547 $871K 0.05% -75 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,160 shares; 2024Q4: 5,966 shares; 2025Q1: 5,279 shares; 2025Q2: 7,797 shares; 2025Q3: 17,047 shares 17,047 $863K 0.05% +9,250 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: 3,243 shares; 2024Q4: 3,287 shares; 2025Q1: 3,328 shares; 2025Q2: 3,482 shares; 2025Q3: 3,579 shares 3,579 $857K 0.05% +97 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: 2,895 shares; 2024Q4: 2,895 shares; 2025Q1: 2,895 shares; 2025Q2: 2,957 shares; 2025Q3: 9,149 shares 9,149 $854K 0.05% +6,192 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: 1,495 shares; 2024Q4: 1,495 shares; 2025Q1: 1,495 shares; 2025Q2: 6,684 shares; 2025Q3: 7,176 shares 7,176 $853K 0.05% +492 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: 4,025 shares; 2024Q4: 4,229 shares; 2025Q1: 4,117 shares; 2025Q2: 4,626 shares; 2025Q3: 4,282 shares 4,282 $849K 0.05% -344 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,194 shares; 2025Q1: 5,268 shares; 2025Q2: 8,809 shares; 2025Q3: 8,776 shares 8,776 $838K 0.05% -33 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: 4,051 shares; 2024Q4: 3,523 shares; 2025Q1: 4,291 shares; 2025Q2: 5,093 shares; 2025Q3: 5,155 shares 5,155 $834K 0.05% +62 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: 11,405 shares; 2024Q4: 13,005 shares; 2025Q1: 12,705 shares; 2025Q2: 9,334 shares; 2025Q3: 9,334 shares 9,334 $834K 0.05% 0 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 reported; 2025Q1: 8,590 shares; 2025Q2: 23,591 shares; 2025Q3: 22,796 shares 22,796 $832K 0.05% -795 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,671 shares; 2024Q4: 3,454 shares; 2025Q1: 3,409 shares; 2025Q2: 3,485 shares; 2025Q3: 3,494 shares 3,494 $825K 0.05% +9 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,228 shares; 2024Q4: 1,687 shares; 2025Q1: 1,743 shares; 2025Q2: 2,183 shares; 2025Q3: 2,320 shares 2,320 $818K 0.05% +137 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,500 shares; 2025Q1: 6,727 shares; 2025Q2: 6,332 shares; 2025Q3: 6,086 shares 6,086 $815K 0.05% -246 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: 7,954 shares; 2024Q4: 8,994 shares; 2025Q1: 9,089 shares; 2025Q2: 8,381 shares; 2025Q3: 8,571 shares 8,571 $811K 0.05% +190 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,755 shares; 2024Q4: 4,525 shares; 2025Q1: 4,542 shares; 2025Q2: 4,672 shares; 2025Q3: 4,773 shares 4,773 $799K 0.05% +101 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,235 shares; 2024Q4: 1,314 shares; 2025Q1: 1,512 shares; 2025Q2: 2,597 shares; 2025Q3: 2,576 shares 2,576 $795K 0.05% -21 Timeline SAFE SAFEHOLD INC More: the full row for SAFEHOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,817 shares; 2024Q4: 51,252 shares; 2025Q1: 51,252 shares; 2025Q2: 51,345 shares; 2025Q3: 51,252 shares 51,252 $794K 0.05% -93 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: 6,196 shares; 2024Q4: 6,956 shares; 2025Q1: 6,794 shares; 2025Q2: 6,802 shares; 2025Q3: 5,165 shares 5,165 $794K 0.05% -1,637 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: 1,187 shares; 2024Q4: 633 shares; 2025Q1: 838 shares; 2025Q2: 6,085 shares; 2025Q3: 9,089 shares 9,089 $794K 0.05% +3,004 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: 1,162 shares; 2024Q4: 2,382 shares; 2025Q1: 2,967 shares; 2025Q2: 3,818 shares; 2025Q3: 3,821 shares 3,821 $778K 0.05% +3 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,440 shares; 2024Q4: 1,440 shares; 2025Q1: 1,640 shares; 2025Q2: 2,140 shares; 2025Q3: 2,183 shares 2,183 $776K 0.05% +43 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: 2,905 shares; 2024Q4: 3,135 shares; 2025Q1: 3,326 shares; 2025Q2: 3,536 shares; 2025Q3: 3,101 shares 3,101 $765K 0.05% -435 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,078 shares; 2024Q4: 1,180 shares; 2025Q1: 1,181 shares; 2025Q2: 1,182 shares; 2025Q3: 1,192 shares 1,192 $762K 0.05% +10 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,805 shares; 2025Q2: 8,805 shares; 2025Q3: 8,010 shares 8,010 $732K 0.04% -795 Timeline CVLT COMMVAULT SYS INC More: the full row for COMMVAULT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,721 shares; 2024Q4: 4,671 shares; 2025Q1: 4,065 shares; 2025Q2: 4,049 shares; 2025Q3: 3,866 shares 3,866 $730K 0.04% -183 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,370 shares; 2025Q1: 8,370 shares; 2025Q2: 8,421 shares; 2025Q3: 8,421 shares 8,421 $722K 0.04% 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: 510 shares; 2024Q4: 665 shares; 2025Q1: 615 shares; 2025Q2: 868 shares; 2025Q3: 896 shares 896 $713K 0.04% +28 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 2,140 shares; 2025Q1: 2,140 shares; 2025Q2: 16,902 shares; 2025Q3: 10,815 shares 10,815 $713K 0.04% -6,087 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,892 shares; 2024Q4: 2,465 shares; 2025Q1: 2,465 shares; 2025Q2: 2,245 shares; 2025Q3: 2,245 shares 2,245 $707K 0.04% 0 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: 7,299 shares; 2024Q4: 7,299 shares; 2025Q1: 7,299 shares; 2025Q2: 7,299 shares; 2025Q3: 7,299 shares 7,299 $705K 0.04% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163 shares; 2024Q4: 163 shares; 2025Q1: 163 shares; 2025Q2: 2,450 shares; 2025Q3: 2,383 shares 2,383 $700K 0.04% -67 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: 2,501 shares; 2024Q4: 2,888 shares; 2025Q1: 2,764 shares; 2025Q2: 2,802 shares; 2025Q3: 3,101 shares 3,101 $669K 0.04% +299 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,823 shares; 2024Q4: 4,834 shares; 2025Q1: 4,865 shares; 2025Q2: 4,964 shares; 2025Q3: 4,981 shares 4,981 $664K 0.04% +17 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: 9,161 shares; 2024Q4: 9,109 shares; 2025Q1: 10,126 shares; 2025Q2: 9,942 shares; 2025Q3: 10,000 shares 10,000 $661K 0.04% +58 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,500 shares; 2024Q4: 8,500 shares; 2025Q1: 8,504 shares; 2025Q2: 8,500 shares; 2025Q3: 8,484 shares 8,484 $652K 0.04% -16 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,928 shares 27,928 $645K 0.04% new 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: 1,234 shares; 2024Q4: 1,676 shares; 2025Q1: 1,463 shares; 2025Q2: 1,567 shares; 2025Q3: 1,275 shares 1,275 $636K 0.04% -292 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,790 shares; 2024Q4: 11,588 shares; 2025Q1: 7,271 shares; 2025Q2: 7,271 shares; 2025Q3: 5,775 shares 5,775 $628K 0.04% -1,496 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,481 shares; 2024Q4: 1,894 shares; 2025Q1: 2,022 shares; 2025Q2: 2,344 shares; 2025Q3: 2,260 shares 2,260 $615K 0.04% -84 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: 12,358 shares; 2024Q4: 13,414 shares; 2025Q1: 13,577 shares; 2025Q2: 14,983 shares; 2025Q3: 13,287 shares 13,287 $599K 0.04% -1,696 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,481 shares; 2024Q4: 33,481 shares; 2025Q1: 33,481 shares; 2025Q2: 33,481 shares; 2025Q3: 33,481 shares 33,481 $596K 0.04% 0 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,143 shares; 2024Q4: 1,928 shares; 2025Q1: 1,483 shares; 2025Q2: 2,074 shares; 2025Q3: 1,214 shares 1,214 $587K 0.04% -860 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: 1,298 shares; 2024Q4: 1,298 shares; 2025Q1: 1,298 shares; 2025Q2: 2,361 shares; 2025Q3: 2,273 shares 2,273 $578K 0.04% -88 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,411 shares; 2024Q4: 1,665 shares; 2025Q1: 1,603 shares; 2025Q2: 2,176 shares; 2025Q3: 2,135 shares 2,135 $570K 0.03% -41 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: 11,844 shares; 2024Q4: 12,520 shares; 2025Q1: 17,387 shares; 2025Q2: 17,489 shares; 2025Q3: 16,961 shares 16,961 $569K 0.03% -528 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: 4,236 shares; 2024Q4: 4,235 shares; 2025Q1: 4,294 shares; 2025Q2: 4,011 shares; 2025Q3: 4,115 shares 4,115 $560K 0.03% +104 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: 1,305 shares; 2024Q4: 1,245 shares; 2025Q1: 1,302 shares; 2025Q2: 1,523 shares; 2025Q3: 1,507 shares 1,507 $557K 0.03% -16 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: 792 shares; 2024Q4: 792 shares; 2025Q1: 792 shares; 2025Q2: 2,601 shares; 2025Q3: 1,851 shares 1,851 $551K 0.03% -750 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,839 shares; 2024Q4: 1,558 shares; 2025Q1: 2,105 shares; 2025Q2: 3,173 shares; 2025Q3: 2,677 shares 2,677 $548K 0.03% -496 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: 1,881 shares; 2024Q4: 2,780 shares; 2025Q1: 3,543 shares; 2025Q2: 3,501 shares; 2025Q3: 3,508 shares 3,508 $544K 0.03% +7 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: 897 shares; 2024Q4: 759 shares; 2025Q1: 754 shares; 2025Q2: 889 shares; 2025Q3: 1,110 shares 1,110 $544K 0.03% +221 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: 1,391 shares; 2024Q4: 1,504 shares; 2025Q1: 1,436 shares; 2025Q2: 2,139 shares; 2025Q3: 1,985 shares 1,985 $544K 0.03% -154 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,632 shares; 2024Q4: 10,637 shares; 2025Q1: 10,723 shares; 2025Q2: 10,841 shares; 2025Q3: 10,770 shares 10,770 $543K 0.03% -71 Timeline CGNT COGNYTE SOFTWARE LTD More: the full row for COGNYTE SOFTWARE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,314 shares; 2024Q4: 64,314 shares; 2025Q1: 64,314 shares; 2025Q2: 64,314 shares; 2025Q3: 64,314 shares 64,314 $540K 0.03% 0 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,686 shares; 2024Q4: 2,684 shares; 2025Q1: 2,556 shares; 2025Q2: 2,432 shares; 2025Q3: 2,347 shares 2,347 $539K 0.03% -85 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,685 shares; 2025Q1: 5,104 shares; 2025Q2: 4,531 shares; 2025Q3: 5,285 shares 5,285 $536K 0.03% +754 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: 2,951 shares; 2024Q4: 3,366 shares; 2025Q1: 4,366 shares; 2025Q2: 4,983 shares; 2025Q3: 5,463 shares 5,463 $533K 0.03% +480 Timeline DJCO DAILY JOURNAL CORP More: the full row for DAILY JOURNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,145 shares; 2025Q1: 1,145 shares; 2025Q2: 1,145 shares; 2025Q3: 1,145 shares 1,145 $533K 0.03% 0 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: 2,172 shares; 2024Q4: 2,557 shares; 2025Q1: 2,343 shares; 2025Q2: 2,548 shares; 2025Q3: 2,460 shares 2,460 $518K 0.03% -88 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: 251 shares; 2024Q4: 246 shares; 2025Q1: 246 shares; 2025Q2: 1,778 shares; 2025Q3: 1,778 shares 1,778 $501K 0.03% 0 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,749 shares; 2024Q4: 5,755 shares; 2025Q1: 5,763 shares; 2025Q2: 5,838 shares; 2025Q3: 5,702 shares 5,702 $500K 0.03% -136 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,416 shares; 2024Q4: 1,562 shares; 2025Q1: 1,563 shares; 2025Q2: 1,777 shares; 2025Q3: 1,700 shares 1,700 $499K 0.03% -77 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: 4,550 shares; 2024Q4: 4,647 shares; 2025Q1: not reported; 2025Q2: 10,147 shares; 2025Q3: 10,298 shares 10,298 $498K 0.03% +151 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: 849 shares; 2024Q4: 927 shares; 2025Q1: 996 shares; 2025Q2: 1,009 shares; 2025Q3: 1,034 shares 1,034 $493K 0.03% +25 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: not reported; 2024Q4: 19,507 shares; 2025Q1: 17,799 shares; 2025Q2: 17,328 shares; 2025Q3: 17,417 shares 17,417 $493K 0.03% +89 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,440 shares; 2024Q4: 2,556 shares; 2025Q1: 2,463 shares; 2025Q2: 2,860 shares; 2025Q3: 2,851 shares 2,851 $485K 0.03% -9 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: 7,127 shares; 2024Q4: 7,127 shares; 2025Q1: 6,777 shares; 2025Q2: 6,777 shares; 2025Q3: 6,777 shares 6,777 $484K 0.03% 0 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,521 shares; 2024Q4: 1,521 shares; 2025Q1: 1,524 shares; 2025Q2: 1,614 shares; 2025Q3: 1,612 shares 1,612 $480K 0.03% -2 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: 30 shares; 2024Q4: 10,500 shares; 2025Q1: 10,500 shares; 2025Q2: 17,673 shares; 2025Q3: 17,463 shares 17,463 $477K 0.03% -210 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,213 shares; 2024Q4: 1,213 shares; 2025Q1: 1,213 shares; 2025Q2: 1,213 shares; 2025Q3: 1,214 shares 1,214 $474K 0.03% +1 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 913 shares; 2024Q4: 930 shares; 2025Q1: 931 shares; 2025Q2: 908 shares; 2025Q3: 919 shares 919 $473K 0.03% +11 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,400 shares; 2025Q3: 9,900 shares 9,900 $463K 0.03% -9,500 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: 1,055 shares; 2024Q4: 1,077 shares; 2025Q1: 1,118 shares; 2025Q2: 1,206 shares; 2025Q3: 1,231 shares 1,231 $461K 0.03% +25 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 805 shares; 2025Q3: 811 shares 811 $443K 0.03% +6 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,016 shares; 2024Q4: 2,015 shares; 2025Q1: 1,645 shares; 2025Q2: 3,713 shares; 2025Q3: 3,018 shares 3,018 $442K 0.03% -695 Timeline DUHP 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: 27,500 shares; 2024Q4: 21,476 shares; 2025Q1: 11,478 shares; 2025Q2: 11,478 shares; 2025Q3: 11,478 shares 11,478 $434K 0.03% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 755 shares; 2024Q4: 808 shares; 2025Q1: 857 shares; 2025Q2: 990 shares; 2025Q3: 1,014 shares 1,014 $432K 0.03% +24 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: 1,679 shares; 2024Q4: 1,699 shares; 2025Q1: 1,609 shares; 2025Q2: 2,112 shares; 2025Q3: 2,292 shares 2,292 $429K 0.03% +180 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: not reported; 2024Q4: 2,168 shares; 2025Q1: 2,337 shares; 2025Q2: 3,954 shares; 2025Q3: 3,839 shares 3,839 $426K 0.03% -115 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: 1,234 shares; 2024Q4: 1,649 shares; 2025Q1: 1,357 shares; 2025Q2: 1,593 shares; 2025Q3: 1,508 shares 1,508 $426K 0.03% -85 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: 6,493 shares; 2024Q4: 7,797 shares; 2025Q1: 7,486 shares; 2025Q2: 9,908 shares; 2025Q3: 9,644 shares 9,644 $424K 0.03% -264 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: not reported; 2024Q4: 11,692 shares; 2025Q1: 12,210 shares; 2025Q2: 14,942 shares; 2025Q3: 14,891 shares 14,891 $421K 0.03% -51 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,297 shares; 2025Q2: 2,326 shares; 2025Q3: 2,334 shares 2,334 $417K 0.03% +8 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: 78 shares; 2024Q4: 81 shares; 2025Q1: 87 shares; 2025Q2: 94 shares; 2025Q3: 97 shares 97 $416K 0.03% +3 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: not reported; 2024Q4: 2,630 shares; 2025Q1: 2,634 shares; 2025Q2: 3,700 shares; 2025Q3: 3,798 shares 3,798 $414K 0.03% +98 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: 444 shares; 2024Q4: 472 shares; 2025Q1: 522 shares; 2025Q2: 557 shares; 2025Q3: 529 shares 529 $409K 0.03% -28 Timeline RAMP LIVERAMP HLDGS INC More: the full row for LIVERAMP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,252 shares; 2024Q4: 7,322 shares; 2025Q1: 11,902 shares; 2025Q2: 13,113 shares; 2025Q3: 15,038 shares 15,038 $408K 0.03% +1,925 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: 488 shares; 2024Q4: 663 shares; 2025Q1: 681 shares; 2025Q2: 915 shares; 2025Q3: 884 shares 884 $404K 0.02% -31 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: 559 shares; 2024Q4: 563 shares; 2025Q1: 648 shares; 2025Q2: 570 shares; 2025Q3: 660 shares 660 $402K 0.02% +90 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,462 shares; 2024Q4: 2,876 shares; 2025Q1: 3,015 shares; 2025Q2: 2,574 shares; 2025Q3: 2,709 shares 2,709 $400K 0.02% +135 Timeline INV INNVENTURE INC More: the full row for INNVENTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 68,957 shares; 2025Q3: 68,957 shares 68,957 $399K 0.02% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,293 shares; 2024Q4: 5,481 shares; 2025Q1: 6,016 shares; 2025Q2: 5,717 shares; 2025Q3: 4,699 shares 4,699 $395K 0.02% -1,018 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: 630 shares; 2025Q1: not reported; 2025Q2: 668 shares; 2025Q3: 548 shares 548 $394K 0.02% -120 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: 1,114 shares; 2024Q4: 1,047 shares; 2025Q1: 1,255 shares; 2025Q2: 1,284 shares; 2025Q3: 1,004 shares 1,004 $393K 0.02% -280 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: 483 shares; 2024Q4: 349 shares; 2025Q1: 373 shares; 2025Q2: 445 shares; 2025Q3: 361 shares 361 $389K 0.02% -84 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 847 shares; 2024Q4: 1,014 shares; 2025Q1: 1,124 shares; 2025Q2: 1,252 shares; 2025Q3: 1,244 shares 1,244 $385K 0.02% -8 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,263 shares; 2024Q4: 3,085 shares; 2025Q1: 3,309 shares; 2025Q2: 3,970 shares; 2025Q3: 4,035 shares 4,035 $384K 0.02% +65 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,316 shares; 2025Q1: 3,343 shares; 2025Q2: 3,471 shares; 2025Q3: 3,456 shares 3,456 $380K 0.02% -15 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,412 shares; 2024Q4: 3,367 shares; 2025Q1: 3,370 shares; 2025Q2: 3,537 shares; 2025Q3: 3,378 shares 3,378 $379K 0.02% -159 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: 1,329 shares; 2024Q4: 7,160 shares; 2025Q1: 7,085 shares; 2025Q2: 6,876 shares; 2025Q3: 6,652 shares 6,652 $378K 0.02% -224 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 reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,795 shares 5,795 $377K 0.02% new Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,132 shares; 2025Q1: 1,132 shares; 2025Q2: 1,132 shares; 2025Q3: 1,147 shares 1,147 $374K 0.02% +15 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: not reported; 2024Q4: 189 shares; 2025Q1: 210 shares; 2025Q2: 3,406 shares; 2025Q3: 3,462 shares 3,462 $373K 0.02% +56 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,156 shares; 2024Q4: 1,529 shares; 2025Q1: 1,352 shares; 2025Q2: 1,577 shares; 2025Q3: 1,412 shares 1,412 $368K 0.02% -165 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,787 shares; 2024Q4: 6,789 shares; 2025Q1: 6,766 shares; 2025Q2: 6,163 shares; 2025Q3: 7,502 shares 7,502 $365K 0.02% +1,339 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,103 shares; 2024Q4: 10,103 shares; 2025Q1: 9,303 shares; 2025Q2: 9,303 shares; 2025Q3: 9,303 shares 9,303 $359K 0.02% 0 Timeline WGO WINNEBAGO INDS INC More: the full row for WINNEBAGO INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,803 shares; 2025Q3: 10,653 shares 10,653 $356K 0.02% -10,150 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,559 shares; 2024Q4: 3,394 shares; 2025Q1: 3,227 shares; 2025Q2: 3,341 shares; 2025Q3: 2,746 shares 2,746 $354K 0.02% -595 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,120 shares 9,120 $353K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,197 shares; 2025Q3: 1,220 shares 1,220 $350K 0.02% +23 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,781 shares; 2025Q3: 5,700 shares 5,700 $348K 0.02% -81 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 reported; 2025Q1: not reported; 2025Q2: 4,126 shares; 2025Q3: 4,242 shares 4,242 $348K 0.02% +116 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,738 shares; 2025Q3: 4,601 shares 4,601 $342K 0.02% -137 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: 1,341 shares; 2024Q4: 1,403 shares; 2025Q1: 1,385 shares; 2025Q2: 1,472 shares; 2025Q3: 1,590 shares 1,590 $341K 0.02% +118 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: 1,371 shares; 2024Q4: 1,422 shares; 2025Q1: 1,403 shares; 2025Q2: 1,431 shares; 2025Q3: 1,315 shares 1,315 $341K 0.02% -116 Timeline DFIC 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: 22,548 shares; 2024Q4: 19,405 shares; 2025Q1: 10,393 shares; 2025Q2: 10,393 shares; 2025Q3: 10,393 shares 10,393 $341K 0.02% 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: 3,139 shares; 2024Q4: 3,249 shares; 2025Q1: 2,118 shares; 2025Q2: 2,685 shares; 2025Q3: 2,655 shares 2,655 $340K 0.02% -30 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: 3,641 shares; 2024Q4: 4,416 shares; 2025Q1: 4,428 shares; 2025Q2: 4,728 shares; 2025Q3: 4,469 shares 4,469 $337K 0.02% -259 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: 482 shares; 2024Q4: 552 shares; 2025Q1: 565 shares; 2025Q2: 699 shares; 2025Q3: 692 shares 692 $337K 0.02% -7 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,123 shares; 2024Q4: 1,123 shares; 2025Q1: 1,182 shares; 2025Q2: 1,310 shares; 2025Q3: 1,213 shares 1,213 $332K 0.02% -97 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,332 shares; 2025Q2: 1,709 shares; 2025Q3: 1,842 shares 1,842 $328K 0.02% +133 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,157 shares; 2025Q3: 2,213 shares 2,213 $322K 0.02% +56 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,492 shares; 2025Q3: 1,516 shares 1,516 $322K 0.02% +24 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: 2,357 shares; 2024Q4: 2,437 shares; 2025Q1: 2,485 shares; 2025Q2: 2,725 shares; 2025Q3: 2,830 shares 2,830 $318K 0.02% +105 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,952 shares; 2024Q4: 4,037 shares; 2025Q1: 4,050 shares; 2025Q2: 5,514 shares; 2025Q3: 5,703 shares 5,703 $317K 0.02% +189 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE 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 reported; 2025Q1: 3,704 shares; 2025Q2: 4,671 shares; 2025Q3: 4,684 shares 4,684 $315K 0.02% +13 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,305 shares; 2024Q4: 1,543 shares; 2025Q1: 1,879 shares; 2025Q2: 1,714 shares; 2025Q3: 1,711 shares 1,711 $314K 0.02% -3 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: 1,682 shares; 2024Q4: 1,913 shares; 2025Q1: 1,505 shares; 2025Q2: 1,895 shares; 2025Q3: 1,631 shares 1,631 $314K 0.02% -264 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,384 shares 1,384 $312K 0.02% new Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,813 shares; 2025Q2: 6,118 shares; 2025Q3: 6,298 shares 6,298 $309K 0.02% +180 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: not reported; 2024Q4: 1,964 shares; 2025Q1: 2,126 shares; 2025Q2: 2,330 shares; 2025Q3: 2,461 shares 2,461 $305K 0.02% +131 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 reported; 2025Q1: not reported; 2025Q2: 291 shares; 2025Q3: 433 shares 433 $302K 0.02% +142 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT 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 reported; 2025Q1: not reported; 2025Q2: 3,521 shares; 2025Q3: 3,431 shares 3,431 $301K 0.02% -90 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: 429 shares; 2024Q4: 438 shares; 2025Q1: 441 shares; 2025Q2: 537 shares; 2025Q3: 312 shares 312 $297K 0.02% -225 Timeline ONEY 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: 2,616 shares; 2024Q4: 2,616 shares; 2025Q1: 2,616 shares; 2025Q2: 2,616 shares; 2025Q3: 2,616 shares 2,616 $296K 0.02% 0 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: 4,403 shares; 2024Q4: 4,407 shares; 2025Q1: 4,189 shares; 2025Q2: 3,240 shares; 2025Q3: 3,204 shares 3,204 $293K 0.02% -36 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: 860 shares; 2024Q4: 416 shares; 2025Q1: not reported; 2025Q2: 932 shares; 2025Q3: 593 shares 593 $293K 0.02% -339 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: 15,797 shares; 2024Q4: 18,679 shares; 2025Q1: 11,180 shares; 2025Q2: 11,933 shares; 2025Q3: 11,426 shares 11,426 $291K 0.02% -507 Timeline NCNO NCINO INC More: the full row for NCINO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,525 shares; 2025Q1: 7,402 shares; 2025Q2: 11,498 shares; 2025Q3: 10,725 shares 10,725 $291K 0.02% -773 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: 3,620 shares; 2024Q4: 5,367 shares; 2025Q1: 4,782 shares; 2025Q2: 4,073 shares; 2025Q3: 4,048 shares 4,048 $290K 0.02% -25 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,042 shares; 2024Q4: 2,934 shares; 2025Q1: 2,797 shares; 2025Q2: 2,092 shares; 2025Q3: 2,056 shares 2,056 $289K 0.02% -36 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,991 shares; 2025Q1: 3,650 shares; 2025Q2: 5,039 shares; 2025Q3: 5,033 shares 5,033 $288K 0.02% -6 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 938 shares; 2025Q2: 841 shares; 2025Q3: 893 shares 893 $288K 0.02% +52 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: 873 shares; 2024Q4: 885 shares; 2025Q1: 1,017 shares; 2025Q2: 1,314 shares; 2025Q3: 999 shares 999 $282K 0.02% -315 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,620 shares; 2025Q1: 3,576 shares; 2025Q2: 3,576 shares; 2025Q3: 3,576 shares 3,576 $281K 0.02% 0 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,638 shares; 2024Q4: 2,638 shares; 2025Q1: 2,642 shares; 2025Q2: 2,122 shares; 2025Q3: 2,122 shares 2,122 $281K 0.02% 0 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: not reported; 2024Q4: 1,823 shares; 2025Q1: 1,836 shares; 2025Q2: 2,131 shares; 2025Q3: 2,137 shares 2,137 $280K 0.02% +6 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,275 shares; 2025Q3: 6,288 shares 6,288 $280K 0.02% +13 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,183 shares; 2024Q4: 2,149 shares; 2025Q1: 2,452 shares; 2025Q2: 2,516 shares; 2025Q3: 2,516 shares 2,516 $280K 0.02% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,501 shares; 2024Q4: 3,454 shares; 2025Q1: 2,612 shares; 2025Q2: 2,921 shares; 2025Q3: 2,893 shares 2,893 $279K 0.02% -28 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: 6,928 shares; 2024Q4: 9,647 shares; 2025Q1: 9,084 shares; 2025Q2: 10,928 shares; 2025Q3: 11,320 shares 11,320 $278K 0.02% +392 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,098 shares; 2024Q4: 2,107 shares; 2025Q1: 2,163 shares; 2025Q2: 1,440 shares; 2025Q3: 1,438 shares 1,438 $277K 0.02% -2 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,314 shares; 2025Q1: 1,316 shares; 2025Q2: 1,382 shares; 2025Q3: 1,316 shares 1,316 $274K 0.02% -66 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,831 shares; 2025Q3: 2,027 shares 2,027 $270K 0.02% +196 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,015 shares 5,015 $270K 0.02% new 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: 8,989 shares; 2024Q4: 9,453 shares; 2025Q1: not reported; 2025Q2: 7,466 shares; 2025Q3: 7,481 shares 7,481 $266K 0.02% +15 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,677 shares 2,677 $264K 0.02% new 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: 6,631 shares; 2024Q4: 10,268 shares; 2025Q1: 10,190 shares; 2025Q2: 9,907 shares; 2025Q3: 9,682 shares 9,682 $264K 0.02% -225 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,708 shares; 2024Q4: 4,208 shares; 2025Q1: 3,858 shares; 2025Q2: 3,858 shares; 2025Q3: 3,858 shares 3,858 $262K 0.02% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,957 shares; 2024Q4: 4,375 shares; 2025Q1: 4,612 shares; 2025Q2: 4,563 shares; 2025Q3: 4,350 shares 4,350 $260K 0.02% -213 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 reported; 2025Q1: not reported; 2025Q2: 368 shares; 2025Q3: 358 shares 358 $257K 0.02% -10 Timeline SPSM 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: 5,359 shares; 2024Q4: 5,606 shares; 2025Q1: 5,803 shares; 2025Q2: 5,543 shares; 2025Q3: 5,543 shares 5,543 $257K 0.02% 0 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,526 shares; 2025Q1: not reported; 2025Q2: 1,682 shares; 2025Q3: 1,907 shares 1,907 $255K 0.02% +225 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,139 shares; 2025Q3: 2,185 shares 2,185 $253K 0.02% +46 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,120 shares; 2025Q1: 1,270 shares; 2025Q2: 1,195 shares; 2025Q3: 1,256 shares 1,256 $252K 0.02% +61 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 674 shares; 2025Q3: 714 shares 714 $251K 0.02% +40 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: 780 shares; 2024Q4: 780 shares; 2025Q1: 780 shares; 2025Q2: 780 shares; 2025Q3: 780 shares 780 $250K 0.02% 0 Timeline SPSC SPS COMM INC More: the full row for SPS COMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,399 shares; 2024Q4: 2,374 shares; 2025Q1: 2,374 shares; 2025Q2: 2,375 shares; 2025Q3: 2,374 shares 2,374 $247K 0.02% -1 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: 10,514 shares; 2024Q4: 10,483 shares; 2025Q1: 10,630 shares; 2025Q2: 10,550 shares; 2025Q3: 10,658 shares 10,658 $247K 0.02% +108 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 915 shares; 2025Q3: 931 shares 931 $244K 0.01% +16 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 345 shares; 2024Q4: 348 shares; 2025Q1: 333 shares; 2025Q2: 326 shares; 2025Q3: 251 shares 251 $243K 0.01% -75 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,105 shares; 2024Q4: 1,274 shares; 2025Q1: 1,296 shares; 2025Q2: 1,258 shares; 2025Q3: 1,027 shares 1,027 $242K 0.01% -231 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,736 shares; 2025Q1: 1,736 shares; 2025Q2: 1,509 shares; 2025Q3: 1,540 shares 1,540 $242K 0.01% +31 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,755 shares; 2025Q3: 2,640 shares 2,640 $240K 0.01% -115 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,055 shares; 2025Q3: 3,071 shares 3,071 $235K 0.01% +16 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219 shares; 2024Q4: 219 shares; 2025Q1: 219 shares; 2025Q2: 314 shares; 2025Q3: 314 shares 314 $234K 0.01% 0 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,601 shares; 2024Q4: 1,436 shares; 2025Q1: 1,199 shares; 2025Q2: 1,141 shares; 2025Q3: 1,142 shares 1,142 $234K 0.01% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,288 shares 2,288 $230K 0.01% new 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: 2,898 shares; 2024Q4: 3,236 shares; 2025Q1: 3,251 shares; 2025Q2: 2,977 shares; 2025Q3: 2,693 shares 2,693 $228K 0.01% -284 Timeline ENFR ALPS ETF TR More: the full row for ALPS 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: 9,500 shares; 2025Q1: 9,500 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares 7,000 $227K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,263 shares 4,263 $226K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,303 shares 1,303 $225K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,458 shares; 2025Q3: 3,537 shares 3,537 $224K 0.01% +79 Timeline IHDG 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: 7,622 shares; 2024Q4: 7,622 shares; 2025Q1: 7,622 shares; 2025Q2: 4,859 shares; 2025Q3: 4,859 shares 4,859 $224K 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: not reported; 2024Q4: not reported; 2025Q1: 439 shares; 2025Q2: 455 shares; 2025Q3: 514 shares 514 $222K 0.01% +59 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: not reported; 2024Q4: 3,145 shares; 2025Q1: 3,256 shares; 2025Q2: 3,897 shares; 2025Q3: 3,283 shares 3,283 $221K 0.01% -614 Timeline HEI HEICO CORP NEW More: the full row for HEICO 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 reported; 2025Q1: not reported; 2025Q2: 680 shares; 2025Q3: 683 shares 683 $220K 0.01% +3 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,167 shares; 2024Q4: 4,167 shares; 2025Q1: 4,167 shares; 2025Q2: 2,602 shares; 2025Q3: 2,602 shares 2,602 $220K 0.01% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 290 shares 290 $220K 0.01% new Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,092 shares; 2025Q1: 2,142 shares; 2025Q2: 2,501 shares; 2025Q3: 2,344 shares 2,344 $220K 0.01% -157 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: 13,694 shares; 2024Q4: 13,919 shares; 2025Q1: 13,744 shares; 2025Q2: 10,481 shares; 2025Q3: 3,954 shares 3,954 $219K 0.01% -6,527 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,465 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,574 shares 3,574 $218K 0.01% new Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 925 shares; 2024Q4: 925 shares; 2025Q1: 926 shares; 2025Q2: 926 shares; 2025Q3: 927 shares 927 $215K 0.01% +1 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,151 shares; 2024Q4: 2,151 shares; 2025Q1: 2,151 shares; 2025Q2: 2,151 shares; 2025Q3: 2,151 shares 2,151 $215K 0.01% 0 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: 1,600 shares; 2024Q4: 1,498 shares; 2025Q1: 1,372 shares; 2025Q2: not reported; 2025Q3: 1,131 shares 1,131 $215K 0.01% new Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,975 shares; 2025Q3: 5,305 shares 5,305 $215K 0.01% +330 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,246 shares 2,246 $213K 0.01% new Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,196 shares; 2025Q3: 4,196 shares 4,196 $212K 0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,574 shares 2,574 $212K 0.01% new Timeline SOC SABLE OFFSHORE CORP More: the full row for SABLE OFFSHORE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,525 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,181 shares; 2025Q3: 12,116 shares 12,116 $212K 0.01% -65 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,853 shares; 2025Q1: 3,910 shares; 2025Q2: 3,988 shares; 2025Q3: 3,092 shares 3,092 $208K 0.01% -896 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,049 shares; 2025Q3: 1,055 shares 1,055 $207K 0.01% +6 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 649 shares 649 $206K 0.01% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,645 shares; 2025Q3: 3,299 shares 3,299 $206K 0.01% -346 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,950 shares; 2025Q3: 14,047 shares 14,047 $206K 0.01% +1,097 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 603 shares 603 $206K 0.01% new Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 465 shares; 2025Q3: 487 shares 487 $206K 0.01% +22 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 795 shares; 2025Q3: 757 shares 757 $205K 0.01% -38 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,666 shares 2,666 $204K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,094 shares 7,094 $204K 0.01% new Timeline ULST SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares 5,000 $203K 0.01% 0 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,776 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares 4,000 $203K 0.01% 0 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,896 shares 2,896 $203K 0.01% new 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: 2,747 shares; 2024Q4: 2,790 shares; 2025Q1: 2,785 shares; 2025Q2: 2,836 shares; 2025Q3: 2,767 shares 2,767 $202K 0.01% -69 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,696 shares; 2024Q4: 1,696 shares; 2025Q1: 932 shares; 2025Q2: 2,249 shares; 2025Q3: 2,249 shares 2,249 $200K 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: 646 shares; 2024Q4: 646 shares; 2025Q1: 646 shares; 2025Q2: 1,006 shares; 2025Q3: 1,006 shares 1,006 $197K 0.01% 0 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,637 shares; 2025Q1: 12,613 shares; 2025Q2: 12,220 shares; 2025Q3: 12,820 shares 12,820 $193K 0.01% +600 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,198 shares; 2024Q4: 37,198 shares; 2025Q1: 37,198 shares; 2025Q2: 37,563 shares; 2025Q3: 37,632 shares 37,632 $181K 0.01% +69 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: 1,129 shares; 2024Q4: 1,129 shares; 2025Q1: 1,129 shares; 2025Q2: 1,130 shares; 2025Q3: 854 shares 854 $178K 0.01% -276 Timeline SOXX 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: 489 shares; 2024Q4: 807 shares; 2025Q1: 807 shares; 2025Q2: 657 shares; 2025Q3: 657 shares 657 $178K 0.01% 0 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,797 shares; 2024Q4: 5,797 shares; 2025Q1: 5,797 shares; 2025Q2: 5,797 shares; 2025Q3: 5,797 shares 5,797 $172K 0.01% 0 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,671 shares; 2025Q3: 2,671 shares 2,671 $160K 0.01% 0 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: 300 shares; 2025Q1: 300 shares; 2025Q2: 665 shares; 2025Q3: 665 shares 665 $159K 0.01% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 1,582 shares 1,582 $159K 0.01% +1,573 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: 1,066 shares; 2024Q4: 1,066 shares; 2025Q1: 1,066 shares; 2025Q2: 1,086 shares; 2025Q3: 1,066 shares 1,066 $151K 0.01% -20 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,420 shares; 2024Q4: 1,420 shares; 2025Q1: 1,420 shares; 2025Q2: 1,420 shares; 2025Q3: 1,420 shares 1,420 $147K 0.01% 0 Timeline IWC 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: 1,179 shares; 2024Q4: 1,179 shares; 2025Q1: 944 shares; 2025Q2: 944 shares; 2025Q3: 944 shares 944 $141K 0.01% 0 Timeline DIHP 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: 22,606 shares; 2024Q4: 18,220 shares; 2025Q1: 8,561 shares; 2025Q2: 4,565 shares; 2025Q3: 4,565 shares 4,565 $139K 0.01% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,159 shares; 2025Q3: 3,159 shares 3,159 $135K 0.01% 0 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: 5,992 shares; 2024Q4: 5,992 shares; 2025Q1: 5,992 shares; 2025Q2: 2,193 shares; 2025Q3: 2,142 shares 2,142 $114K 0.01% -51 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 378 shares; 2025Q3: 1,422 shares 1,422 $112K 0.01% +1,044 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: 972 shares; 2024Q4: 972 shares; 2025Q1: 972 shares; 2025Q2: 972 shares; 2025Q3: 972 shares 972 $111K 0.01% 0 Timeline STHO STAR HLDGS More: the full row for STAR HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,199 shares; 2024Q4: 13,199 shares; 2025Q1: 13,199 shares; 2025Q2: 13,199 shares; 2025Q3: 13,199 shares 13,199 $109K 0.01% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,313 shares; 2024Q4: 1,913 shares; 2025Q1: 1,913 shares; 2025Q2: 1,913 shares; 2025Q3: 1,963 shares 1,963 $106K 0.01% +50 Timeline BBRE 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: 2,469 shares; 2024Q4: 2,214 shares; 2025Q1: 1,090 shares; 2025Q2: 1,090 shares; 2025Q3: 1,090 shares 1,090 $104K 0.01% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 616 shares; 2024Q4: 616 shares; 2025Q1: 575 shares; 2025Q2: 575 shares; 2025Q3: 575 shares 575 $102K 0.01% 0 Timeline FNDE 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: 2,800 shares; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares 2,800 $101K 0.01% 0 Timeline VPU 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: 1,013 shares; 2025Q1: 638 shares; 2025Q2: 488 shares; 2025Q3: 488 shares 488 $92.4K 0.01% 0 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,156 shares; 2024Q4: 2,212 shares; 2025Q1: 2,212 shares; 2025Q2: 2,212 shares; 2025Q3: 2,212 shares 2,212 $92K 0.01% 0 Timeline CUE CUE BIOPHARMA INC More: the full row for CUE BIOPHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 120,000 shares; 2025Q3: 120,000 shares 120,000 $86.2K 0.01% 0 Timeline CMF 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: 583 shares; 2024Q4: 1,802 shares; 2025Q1: 1,644 shares; 2025Q2: 1,644 shares; 2025Q3: 1,500 shares 1,500 $85.6K 0.01% -144 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,079 shares; 2025Q3: 17,989 shares 17,989 $81.7K 0.01% -90 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,002 shares; 2024Q4: 21,798 shares; 2025Q1: 20,335 shares; 2025Q2: 29,028 shares; 2025Q3: 28,488 shares 28,488 $74.9K <0.01% -540 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 884 shares; 2025Q3: 784 shares 784 $72.9K <0.01% -100 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 407 shares; 2025Q3: 389 shares 389 $67.9K <0.01% -18 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: 225 shares; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 225 shares 225 $66.1K <0.01% 0 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,733 shares; 2024Q4: 2,733 shares; 2025Q1: 1,123 shares; 2025Q2: 1,123 shares; 2025Q3: 1,123 shares 1,123 $65.4K <0.01% 0 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 785 shares; 2024Q4: 4,000 shares; 2025Q1: 3,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares 1,500 $64.4K <0.01% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,204 shares; 2024Q4: 204 shares; 2025Q1: 204 shares; 2025Q2: 354 shares; 2025Q3: 354 shares 354 $54.6K <0.01% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,550 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares 600 $52.3K <0.01% 0 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: 355 shares; 2024Q4: 355 shares; 2025Q1: 355 shares; 2025Q2: 355 shares; 2025Q3: 355 shares 355 $48.9K <0.01% 0 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 389 shares; 2025Q3: 389 shares 389 $46.9K <0.01% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 463 shares; 2024Q4: 474 shares; 2025Q1: 474 shares; 2025Q2: 310 shares; 2025Q3: 299 shares 299 $43.5K <0.01% -11 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 352 shares; 2025Q3: 300 shares 300 $41.8K <0.01% -52 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: 1,400 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares 500 $39.2K <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: 85 shares; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 94 shares; 2025Q3: 94 shares 94 $34.4K <0.01% 0 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,135 shares; 2024Q4: 1,135 shares; 2025Q1: 1,135 shares; 2025Q2: 1,135 shares; 2025Q3: 1,135 shares 1,135 $31.5K <0.01% 0 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,066 shares; 2025Q3: 316 shares 316 $30.1K <0.01% -750 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 127 shares; 2025Q1: 127 shares; 2025Q2: 236 shares; 2025Q3: 142 shares 142 $29.7K <0.01% -94 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 200 shares 200 $28.3K <0.01% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141 shares; 2024Q4: 141 shares; 2025Q1: 141 shares; 2025Q2: 141 shares; 2025Q3: 141 shares 141 $23.2K <0.01% 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: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares 400 $22.8K <0.01% 0 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 194 shares; 2025Q1: 194 shares; 2025Q2: 194 shares; 2025Q3: 194 shares 194 $19.2K <0.01% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 164 shares; 2025Q3: 224 shares 224 $18.8K <0.01% +60 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 reported; 2025Q1: not reported; 2025Q2: 610 shares; 2025Q3: 610 shares 610 $17K <0.01% 0 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,799 shares; 2024Q4: 299 shares; 2025Q1: 397 shares; 2025Q2: 397 shares; 2025Q3: 397 shares 397 $16.7K <0.01% 0 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 559 shares; 2025Q3: 559 shares 559 $16.6K <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 reported; 2025Q1: 627 shares; 2025Q2: 627 shares; 2025Q3: 627 shares 627 $16.5K <0.01% 0 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 236 shares 236 $15.9K <0.01% new Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 156 shares; 2025Q3: 156 shares 156 $15.3K <0.01% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198 shares; 2024Q4: 2,628 shares; 2025Q1: 2,221 shares; 2025Q2: 198 shares; 2025Q3: 198 shares 198 $15.2K <0.01% 0 Timeline GII SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 209 shares 209 $14.5K <0.01% new 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: 43 shares; 2024Q4: 43 shares; 2025Q1: 43 shares; 2025Q2: 43 shares; 2025Q3: 43 shares 43 $14.3K <0.01% 0 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 305 shares; 2025Q3: 305 shares 305 $10.7K <0.01% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27 shares; 2025Q3: 27 shares 27 $8.31K <0.01% 0 Timeline MOO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares 100 $7.34K <0.01% 0 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,744 shares; 2024Q4: 4,744 shares; 2025Q1: 2,633 shares; 2025Q2: 301 shares; 2025Q3: 85 shares 85 $6.71K <0.01% -216 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96 shares; 2024Q4: 96 shares; 2025Q1: 96 shares; 2025Q2: 96 shares; 2025Q3: 96 shares 96 $6.55K <0.01% 0 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17 shares 17 $5K <0.01% new Timeline HEI-A HEICO CORP NEW More: the full row for HEICO 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 reported; 2025Q1: not reported; 2025Q2: 10 shares; 2025Q3: 17 shares 17 $4.32K <0.01% +7 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: 24 shares; 2024Q4: 524 shares; 2025Q1: 524 shares; 2025Q2: 24 shares; 2025Q3: 24 shares 24 $3.46K <0.01% 0 Timeline IAT 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 59 shares; 2025Q3: 59 shares 59 $3.1K <0.01% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4 shares 4 $1.04K <0.01% new Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 5 shares 5 $294 <0.01% 0 Timeline