SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,300 shares; 2024Q4: 182,300 shares; 2025Q1: 215,850 shares; 2025Q2: 215,850 shares; 2025Q3: 215,850 shares 215,850 $10.2M 4.59% 0 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: 178,958 shares; 2024Q4: 204,944 shares; 2025Q1: 203,316 shares; 2025Q2: 166,849 shares; 2025Q3: 163,838 shares 163,838 $7.4M 3.32% -3,011 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: 68,519 shares; 2024Q4: 66,808 shares; 2025Q1: 65,644 shares; 2025Q2: 63,935 shares; 2025Q3: 60,895 shares 60,895 $6.65M 2.98% -3,040 Timeline CALI BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,565 shares; 2024Q4: 11,070 shares; 2025Q1: 11,410 shares; 2025Q2: 132,761 shares; 2025Q3: 126,412 shares 126,412 $6.39M 2.86% -6,349 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: 31,446 shares; 2024Q4: 31,973 shares; 2025Q1: 33,745 shares; 2025Q2: 34,151 shares; 2025Q3: 33,971 shares 33,971 $6.35M 2.84% -180 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: 83,118 shares; 2024Q4: 90,859 shares; 2025Q1: 90,136 shares; 2025Q2: 82,960 shares; 2025Q3: 75,337 shares 75,337 $6.05M 2.71% -7,623 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: 125,969 shares; 2024Q4: 125,934 shares; 2025Q1: 125,935 shares; 2025Q2: 104,097 shares; 2025Q3: 104,099 shares 104,099 $5.95M 2.66% +2 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: 153,956 shares; 2024Q4: 155,519 shares; 2025Q1: 146,724 shares; 2025Q2: 149,745 shares; 2025Q3: 138,472 shares 138,472 $5.35M 2.4% -11,273 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: 164,013 shares; 2024Q4: 170,153 shares; 2025Q1: 169,828 shares; 2025Q2: 165,616 shares; 2025Q3: 155,531 shares 155,531 $5.2M 2.33% -10,085 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: 9,360 shares; 2024Q4: 9,360 shares; 2025Q1: 13,060 shares; 2025Q2: 13,060 shares; 2025Q3: 13,060 shares 13,060 $5M 2.24% 0 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,703 shares; 2024Q4: 93,696 shares; 2025Q1: 90,785 shares; 2025Q2: 68,444 shares; 2025Q3: 68,444 shares 68,444 $4.99M 2.24% 0 Timeline ICSH 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: 47,701 shares; 2024Q4: 248,889 shares; 2025Q1: 129,668 shares; 2025Q2: 122,394 shares; 2025Q3: 95,933 shares 95,933 $4.86M 2.18% -26,461 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: 8,059 shares; 2024Q4: 8,603 shares; 2025Q1: 8,684 shares; 2025Q2: 8,541 shares; 2025Q3: 8,788 shares 8,788 $4.42M 1.98% +247 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,461 shares; 2024Q4: 118,276 shares; 2025Q1: 118,234 shares; 2025Q2: 79,107 shares; 2025Q3: 78,226 shares 78,226 $3.75M 1.68% -881 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: 9,193 shares; 2024Q4: 9,860 shares; 2025Q1: 10,137 shares; 2025Q2: 10,340 shares; 2025Q3: 9,770 shares 9,770 $3.32M 1.49% -570 Timeline AVDS 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: 42,879 shares; 2024Q4: 50,970 shares; 2025Q1: 51,905 shares; 2025Q2: 52,473 shares; 2025Q3: 48,738 shares 48,738 $3.27M 1.47% -3,735 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,794 shares; 2024Q4: 99,836 shares; 2025Q1: 100,992 shares; 2025Q2: 102,848 shares; 2025Q3: 94,542 shares 94,542 $2.98M 1.34% -8,306 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: 9,357 shares; 2024Q4: 10,568 shares; 2025Q1: 10,137 shares; 2025Q2: 10,870 shares; 2025Q3: 10,914 shares 10,914 $2.98M 1.34% +44 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,939 shares; 2024Q4: 10,351 shares; 2025Q1: 10,002 shares; 2025Q2: 10,402 shares; 2025Q3: 10,492 shares 10,492 $2.92M 1.31% +90 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,565 shares; 2024Q4: 11,045 shares; 2025Q1: 10,754 shares; 2025Q2: 11,272 shares; 2025Q3: 10,937 shares 10,937 $2.6M 1.16% -335 Timeline AVEM 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: 21,961 shares; 2024Q4: 28,188 shares; 2025Q1: 28,525 shares; 2025Q2: 28,042 shares; 2025Q3: 32,632 shares 32,632 $2.53M 1.13% +4,590 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: 3,695 shares; 2024Q4: 4,136 shares; 2025Q1: 3,622 shares; 2025Q2: 3,804 shares; 2025Q3: 3,813 shares 3,813 $2.33M 1.04% +9 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: 73,251 shares; 2024Q4: 73,251 shares; 2025Q1: 73,201 shares; 2025Q2: 73,201 shares; 2025Q3: 73,201 shares 73,201 $2.31M 1.04% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,657 shares; 2024Q4: 7,458 shares; 2025Q1: 7,596 shares; 2025Q2: 7,972 shares; 2025Q3: 8,026 shares 8,026 $2.24M 1% +54 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,746 shares; 2025Q1: 39,746 shares; 2025Q2: 40,926 shares; 2025Q3: 40,926 shares 40,926 $2.08M 0.93% 0 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: 30,664 shares; 2024Q4: 37,909 shares; 2025Q1: 32,044 shares; 2025Q2: 30,958 shares; 2025Q3: 29,605 shares 29,605 $1.99M 0.89% -1,353 Timeline AVSC 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: 32,628 shares; 2024Q4: 37,803 shares; 2025Q1: 32,056 shares; 2025Q2: 34,545 shares; 2025Q3: 32,646 shares 32,646 $1.84M 0.82% -1,899 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: 18,306 shares; 2024Q4: 18,306 shares; 2025Q1: 18,256 shares; 2025Q2: 18,256 shares; 2025Q3: 18,256 shares 18,256 $1.75M 0.79% 0 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: 4,789 shares; 2024Q4: 5,166 shares; 2025Q1: 5,103 shares; 2025Q2: 4,962 shares; 2025Q3: 5,157 shares 5,157 $1.74M 0.78% +195 Timeline AVEE 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: 29,578 shares; 2024Q4: 34,621 shares; 2025Q1: 33,639 shares; 2025Q2: 29,884 shares; 2025Q3: 27,128 shares 27,128 $1.73M 0.78% -2,756 Timeline DFAR 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: 26,669 shares; 2024Q4: 72,059 shares; 2025Q1: 73,400 shares; 2025Q2: 70,141 shares; 2025Q3: 73,441 shares 73,441 $1.71M 0.77% +3,300 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: 66,903 shares; 2024Q4: 71,776 shares; 2025Q1: 71,776 shares; 2025Q2: 53,882 shares; 2025Q3: 53,882 shares 53,882 $1.66M 0.74% 0 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: 8,332 shares; 2024Q4: 8,511 shares; 2025Q1: 8,347 shares; 2025Q2: 8,397 shares; 2025Q3: 8,673 shares 8,673 $1.49M 0.67% +276 Timeline VNQI 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: 32,890 shares; 2024Q4: 31,612 shares; 2025Q1: 31,607 shares; 2025Q2: 30,507 shares; 2025Q3: 30,507 shares 30,507 $1.45M 0.65% 0 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: 3,334 shares; 2024Q4: 3,128 shares; 2025Q1: 3,399 shares; 2025Q2: 3,483 shares; 2025Q3: 3,736 shares 3,736 $1.37M 0.62% +253 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,369 shares; 2025Q1: 21,369 shares; 2025Q2: 29,200 shares; 2025Q3: 41,589 shares 41,589 $1.37M 0.62% +12,389 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: 19,519 shares; 2024Q4: 19,520 shares; 2025Q1: 19,595 shares; 2025Q2: 14,671 shares; 2025Q3: 14,844 shares 14,844 $1.34M 0.6% +173 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: 49,482 shares; 2024Q4: 49,482 shares; 2025Q1: 49,482 shares; 2025Q2: 49,482 shares; 2025Q3: 49,482 shares 49,482 $1.31M 0.59% 0 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: 5,909 shares; 2024Q4: 5,938 shares; 2025Q1: 6,038 shares; 2025Q2: 5,850 shares; 2025Q3: 5,597 shares 5,597 $1.3M 0.58% -253 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: 12,980 shares; 2024Q4: 12,980 shares; 2025Q1: 12,980 shares; 2025Q2: 12,980 shares; 2025Q3: 12,980 shares 12,980 $1.3M 0.58% 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: 6,168 shares; 2024Q4: 6,519 shares; 2025Q1: 5,818 shares; 2025Q2: 6,010 shares; 2025Q3: 5,945 shares 5,945 $1.29M 0.58% -65 Timeline XEMDX WESTERN ASSET EMERGING MKTS More: the full row for WESTERN ASSET EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,849 shares; 2024Q4: 121,345 shares; 2025Q1: 121,355 shares; 2025Q2: 121,366 shares; 2025Q3: 120,977 shares 120,977 $1.28M 0.58% -389 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: 1,157 shares; 2025Q1: 1,149 shares; 2025Q2: 1,140 shares; 2025Q3: 1,142 shares 1,142 $1.22M 0.55% +2 Timeline FLXR TCW ETF TRUST More: the full row for TCW 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: 37,389 shares; 2025Q1: 37,389 shares; 2025Q2: 30,165 shares; 2025Q3: 30,165 shares 30,165 $1.2M 0.54% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,121 shares; 2024Q4: 1,203 shares; 2025Q1: 1,223 shares; 2025Q2: 1,130 shares; 2025Q3: 1,156 shares 1,156 $1.18M 0.53% +26 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: 2,508 shares; 2024Q4: 2,482 shares; 2025Q1: 2,288 shares; 2025Q2: 1,983 shares; 2025Q3: 2,194 shares 2,194 $1.13M 0.5% +211 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,765 shares; 2024Q4: 25,100 shares; 2025Q1: 25,100 shares; 2025Q2: 25,100 shares; 2025Q3: 25,100 shares 25,100 $1.11M 0.5% 0 Timeline HYG 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: 13,000 shares; 2024Q4: 13,000 shares; 2025Q1: 13,000 shares; 2025Q2: 13,000 shares; 2025Q3: 13,000 shares 13,000 $1.04M 0.47% 0 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: 3,220 shares; 2024Q4: 4,014 shares; 2025Q1: 3,693 shares; 2025Q2: 4,198 shares; 2025Q3: 3,330 shares 3,330 $1.03M 0.46% -868 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: 26,796 shares; 2025Q2: not reported; 2025Q3: 16,614 shares 16,614 $1.02M 0.46% new 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: 1,610 shares; 2024Q4: 2,179 shares; 2025Q1: 2,189 shares; 2025Q2: 2,420 shares; 2025Q3: 2,528 shares 2,528 $1.02M 0.46% +108 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: 32,685 shares; 2024Q4: 36,604 shares; 2025Q1: 37,436 shares; 2025Q2: 37,109 shares; 2025Q3: 36,313 shares 36,313 $935K 0.42% -796 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: 2,431 shares; 2024Q4: 3,866 shares; 2025Q1: 3,086 shares; 2025Q2: 3,566 shares; 2025Q3: 3,595 shares 3,595 $924K 0.41% +29 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: 2,220 shares; 2024Q4: 2,465 shares; 2025Q1: 2,465 shares; 2025Q2: 1,198 shares; 2025Q3: 1,334 shares 1,334 $897K 0.4% +136 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,187 shares; 2024Q4: 1,450 shares; 2025Q1: 1,596 shares; 2025Q2: 1,517 shares; 2025Q3: 1,594 shares 1,594 $886K 0.4% +77 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,346 shares; 2024Q4: 9,700 shares; 2025Q1: 11,586 shares; 2025Q2: 7,686 shares; 2025Q3: 11,112 shares 11,112 $885K 0.4% +3,426 Timeline DFSV 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: 10,334 shares; 2024Q4: 10,334 shares; 2025Q1: 29,851 shares; 2025Q2: 27,742 shares; 2025Q3: 27,743 shares 27,743 $872K 0.39% +1 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,346 shares; 2024Q4: 28,972 shares; 2025Q1: 28,972 shares; 2025Q2: 18,036 shares; 2025Q3: 17,911 shares 17,911 $868K 0.39% -125 Timeline DFCF 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: 18,486 shares; 2024Q4: 32,356 shares; 2025Q1: 31,741 shares; 2025Q2: 18,478 shares; 2025Q3: 19,973 shares 19,973 $855K 0.38% +1,495 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,893 shares; 2025Q1: 6,908 shares; 2025Q2: 6,321 shares; 2025Q3: 6,383 shares 6,383 $832K 0.37% +62 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: 2,508 shares; 2024Q4: 3,069 shares; 2025Q1: 3,004 shares; 2025Q2: 2,834 shares; 2025Q3: 2,936 shares 2,936 $829K 0.37% +102 Timeline TOTL 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: not reported; 2024Q4: 7,071 shares; 2025Q1: 6,449 shares; 2025Q2: 19,287 shares; 2025Q3: 19,976 shares 19,976 $807K 0.36% +689 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: 7,779 shares; 2024Q4: 9,198 shares; 2025Q1: 9,369 shares; 2025Q2: 10,927 shares; 2025Q3: 10,989 shares 10,989 $790K 0.35% +62 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: 5,923 shares; 2024Q4: 6,660 shares; 2025Q1: 6,709 shares; 2025Q2: 6,445 shares; 2025Q3: 6,156 shares 6,156 $771K 0.35% -289 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: 4,297 shares; 2025Q1: 4,913 shares; 2025Q2: 4,340 shares; 2025Q3: 4,985 shares 4,985 $764K 0.34% +645 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,284 shares; 2024Q4: 18,277 shares; 2025Q1: 18,857 shares; 2025Q2: 15,913 shares; 2025Q3: 15,665 shares 15,665 $751K 0.34% -248 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: 5,367 shares; 2024Q4: 6,094 shares; 2025Q1: 5,512 shares; 2025Q2: 5,408 shares; 2025Q3: 5,690 shares 5,690 $751K 0.34% +282 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 778 shares; 2025Q2: 827 shares; 2025Q3: 832 shares 832 $747K 0.33% +5 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: 1,836 shares; 2024Q4: 3,536 shares; 2025Q1: 3,638 shares; 2025Q2: 3,667 shares; 2025Q3: 3,437 shares 3,437 $704K 0.32% -230 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,123 shares; 2024Q4: 2,123 shares; 2025Q1: 2,123 shares; 2025Q2: 2,123 shares; 2025Q3: 2,123 shares 2,123 $700K 0.31% 0 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: 9,845 shares; 2024Q4: 9,845 shares; 2025Q1: 9,845 shares; 2025Q2: 9,845 shares; 2025Q3: 9,845 shares 9,845 $694K 0.31% 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: 2,158 shares; 2024Q4: 2,158 shares; 2025Q1: 2,158 shares; 2025Q2: 2,158 shares; 2025Q3: 2,158 shares 2,158 $670K 0.3% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,898 shares; 2024Q4: 1,805 shares; 2025Q1: 1,674 shares; 2025Q2: 1,589 shares; 2025Q3: 1,425 shares 1,425 $670K 0.3% -164 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: 2,033 shares; 2024Q4: 3,266 shares; 2025Q1: 2,826 shares; 2025Q2: 3,388 shares; 2025Q3: 3,418 shares 3,418 $667K 0.3% +30 Timeline QEMM 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: 11,444 shares; 2024Q4: 12,471 shares; 2025Q1: 11,914 shares; 2025Q2: 9,999 shares; 2025Q3: 9,739 shares 9,739 $665K 0.3% -260 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: 6,754 shares; 2024Q4: 10,974 shares; 2025Q1: 11,024 shares; 2025Q2: 10,812 shares; 2025Q3: 11,398 shares 11,398 $659K 0.3% +586 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: 1,781 shares; 2024Q4: 2,024 shares; 2025Q1: 1,812 shares; 2025Q2: 1,938 shares; 2025Q3: 2,142 shares 2,142 $657K 0.29% +204 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,074 shares; 2024Q4: 5,080 shares; 2025Q1: 5,086 shares; 2025Q2: 4,917 shares; 2025Q3: 4,922 shares 4,922 $644K 0.29% +5 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: 1,364 shares; 2024Q4: 1,369 shares; 2025Q1: 1,439 shares; 2025Q2: 1,658 shares; 2025Q3: 2,403 shares 2,403 $642K 0.29% +745 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: 737 shares; 2024Q4: 773 shares; 2025Q1: 1,190 shares; 2025Q2: 1,095 shares; 2025Q3: 1,123 shares 1,123 $635K 0.28% +28 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,685 shares; 2025Q1: 5,564 shares; 2025Q2: 6,187 shares; 2025Q3: 6,213 shares 6,213 $629K 0.28% +26 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,923 shares; 2024Q4: 24,800 shares; 2025Q1: 24,800 shares; 2025Q2: 24,800 shares; 2025Q3: 24,800 shares 24,800 $623K 0.28% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,991 shares; 2025Q3: 17,116 shares 17,116 $615K 0.28% +1,125 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,230 shares; 2024Q4: 3,495 shares; 2025Q1: 3,640 shares; 2025Q2: 3,160 shares; 2025Q3: 3,015 shares 3,015 $607K 0.27% -145 Timeline EMHY 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: 14,910 shares; 2024Q4: 14,910 shares; 2025Q1: 14,910 shares; 2025Q2: 14,910 shares; 2025Q3: 14,910 shares 14,910 $599K 0.27% 0 Timeline AVUV 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: not reported; 2024Q4: not reported; 2025Q1: 6,064 shares; 2025Q2: 6,064 shares; 2025Q3: 6,037 shares 6,037 $590K 0.26% -27 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: not reported; 2024Q4: 2,872 shares; 2025Q1: 5,398 shares; 2025Q2: 5,464 shares; 2025Q3: 6,299 shares 6,299 $585K 0.26% +835 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: 782 shares; 2024Q4: 846 shares; 2025Q1: 855 shares; 2025Q2: 867 shares; 2025Q3: 897 shares 897 $583K 0.26% +30 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: 506 shares; 2024Q4: 551 shares; 2025Q1: 554 shares; 2025Q2: 526 shares; 2025Q3: 488 shares 488 $563K 0.25% -38 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: 101 shares; 2024Q4: 101 shares; 2025Q1: 102 shares; 2025Q2: 103 shares; 2025Q3: 107 shares 107 $543K 0.24% +4 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: 2,348 shares; 2024Q4: 2,549 shares; 2025Q1: 2,881 shares; 2025Q2: 3,000 shares; 2025Q3: 3,112 shares 3,112 $543K 0.24% +112 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: 422 shares; 2024Q4: 518 shares; 2025Q1: 552 shares; 2025Q2: 339 shares; 2025Q3: 467 shares 467 $543K 0.24% +128 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: 11,750 shares; 2024Q4: 11,815 shares; 2025Q1: 9,917 shares; 2025Q2: 10,509 shares; 2025Q3: 10,091 shares 10,091 $534K 0.24% -418 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: not reported; 2024Q4: 4,159 shares; 2025Q1: 4,159 shares; 2025Q2: 1,850 shares; 2025Q3: 1,850 shares 1,850 $531K 0.24% 0 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,528 shares; 2024Q4: 4,370 shares; 2025Q1: 5,020 shares; 2025Q2: 5,201 shares; 2025Q3: 5,535 shares 5,535 $522K 0.23% +334 Timeline PFXF 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: 28,750 shares; 2024Q4: 28,750 shares; 2025Q1: 28,750 shares; 2025Q2: 28,750 shares; 2025Q3: 28,750 shares 28,750 $504K 0.23% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,123 shares; 2025Q1: 7,956 shares; 2025Q2: 5,715 shares; 2025Q3: 12,236 shares 12,236 $503K 0.23% +6,521 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 378 shares; 2024Q4: 327 shares; 2025Q1: 315 shares; 2025Q2: 289 shares; 2025Q3: 283 shares 283 $492K 0.22% -6 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: 2,583 shares; 2024Q4: 2,583 shares; 2025Q1: 2,583 shares; 2025Q2: 2,583 shares; 2025Q3: 2,583 shares 2,583 $484K 0.22% 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: 1,657 shares; 2024Q4: 1,973 shares; 2025Q1: 1,488 shares; 2025Q2: 1,680 shares; 2025Q3: 1,590 shares 1,590 $484K 0.22% -90 Timeline DMXF 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: 3,019 shares; 2025Q1: 6,702 shares; 2025Q2: 6,356 shares; 2025Q3: 6,212 shares 6,212 $476K 0.21% -144 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,958 shares; 2025Q1: 5,037 shares; 2025Q2: 4,975 shares; 2025Q3: 3,915 shares 3,915 $476K 0.21% -1,060 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,054 shares; 2024Q4: 60,533 shares; 2025Q1: 60,665 shares; 2025Q2: 45,540 shares; 2025Q3: 45,775 shares 45,775 $476K 0.21% +235 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: 3,242 shares; 2024Q4: 3,621 shares; 2025Q1: 3,996 shares; 2025Q2: 4,686 shares; 2025Q3: 4,567 shares 4,567 $462K 0.21% -119 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,883 shares; 2025Q2: 3,572 shares; 2025Q3: 3,811 shares 3,811 $457K 0.2% +239 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,589 shares; 2025Q2: 2,447 shares; 2025Q3: 2,390 shares 2,390 $444K 0.2% -57 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: 2,145 shares; 2024Q4: 2,442 shares; 2025Q1: 2,442 shares; 2025Q2: 2,145 shares; 2025Q3: 2,145 shares 2,145 $442K 0.2% 0 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,210 shares; 2024Q4: 1,237 shares; 2025Q1: 1,380 shares; 2025Q2: 1,617 shares; 2025Q3: 1,657 shares 1,657 $417K 0.19% +40 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,355 shares; 2024Q4: 2,577 shares; 2025Q1: 2,938 shares; 2025Q2: 3,051 shares; 2025Q3: 3,083 shares 3,083 $413K 0.19% +32 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,157 shares; 2025Q3: 2,827 shares 2,827 $410K 0.18% +670 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,697 shares; 2024Q4: 2,838 shares; 2025Q1: 2,745 shares; 2025Q2: 2,456 shares; 2025Q3: 2,402 shares 2,402 $410K 0.18% -54 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,916 shares; 2024Q4: 17,803 shares; 2025Q1: 17,256 shares; 2025Q2: 18,655 shares; 2025Q3: 18,314 shares 18,314 $407K 0.18% -341 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: 1,252 shares; 2024Q4: 1,765 shares; 2025Q1: 1,742 shares; 2025Q2: 1,731 shares; 2025Q3: 1,436 shares 1,436 $407K 0.18% -295 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,010 shares; 2024Q4: 11,010 shares; 2025Q1: 11,010 shares; 2025Q2: 10,910 shares; 2025Q3: 10,910 shares 10,910 $404K 0.18% 0 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,358 shares; 2025Q1: not reported; 2025Q2: 3,722 shares; 2025Q3: 3,812 shares 3,812 $402K 0.18% +90 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,866 shares; 2024Q4: 14,270 shares; 2025Q1: 12,340 shares; 2025Q2: 9,795 shares; 2025Q3: 9,795 shares 9,795 $397K 0.18% 0 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: 1,822 shares; 2024Q4: 1,822 shares; 2025Q1: 1,822 shares; 2025Q2: 1,822 shares; 2025Q3: 1,822 shares 1,822 $397K 0.18% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,184 shares; 2024Q4: 2,271 shares; 2025Q1: 1,681 shares; 2025Q2: 1,320 shares; 2025Q3: 2,280 shares 2,280 $397K 0.18% +960 Timeline AVES 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: not reported; 2024Q4: 6,719 shares; 2025Q1: 6,719 shares; 2025Q2: 6,722 shares; 2025Q3: 6,722 shares 6,722 $394K 0.18% 0 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,277 shares; 2025Q3: 2,028 shares 2,028 $394K 0.18% -249 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,288 shares; 2024Q4: 1,308 shares; 2025Q1: 1,312 shares; 2025Q2: 1,183 shares; 2025Q3: 1,181 shares 1,181 $393K 0.18% -2 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: 7,095 shares; 2024Q4: 7,272 shares; 2025Q1: 5,014 shares; 2025Q2: 6,872 shares; 2025Q3: 8,072 shares 8,072 $393K 0.18% +1,200 Timeline WF WOORI FINL GROUP INC More: the full row for WOORI FINL 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: 6,890 shares; 2025Q1: 6,890 shares; 2025Q2: 6,896 shares; 2025Q3: 7,065 shares 7,065 $389K 0.17% +169 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: 2,581 shares; 2024Q4: 2,581 shares; 2025Q1: 2,209 shares; 2025Q2: 2,647 shares; 2025Q3: 2,348 shares 2,348 $389K 0.17% -299 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,511 shares; 2024Q4: 5,511 shares; 2025Q1: 5,511 shares; 2025Q2: 5,511 shares; 2025Q3: 5,453 shares 5,453 $388K 0.17% -58 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,631 shares 1,631 $386K 0.17% new Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,292 shares; 2025Q1: not reported; 2025Q2: 879 shares; 2025Q3: 1,249 shares 1,249 $385K 0.17% +370 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,062 shares; 2024Q4: 2,094 shares; 2025Q1: 2,308 shares; 2025Q2: 2,497 shares; 2025Q3: 2,340 shares 2,340 $383K 0.17% -157 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: 953 shares; 2024Q4: 876 shares; 2025Q1: 922 shares; 2025Q2: 1,032 shares; 2025Q3: 1,101 shares 1,101 $379K 0.17% +69 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: 1,983 shares; 2024Q4: 2,444 shares; 2025Q1: 2,399 shares; 2025Q2: 2,508 shares; 2025Q3: 2,308 shares 2,308 $374K 0.17% -200 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,316 shares; 2024Q4: 7,097 shares; 2025Q1: 7,097 shares; 2025Q2: 3,976 shares; 2025Q3: 3,976 shares 3,976 $374K 0.17% 0 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,757 shares; 2024Q4: 7,757 shares; 2025Q1: 6,892 shares; 2025Q2: 6,834 shares; 2025Q3: 6,790 shares 6,790 $369K 0.17% -44 Timeline APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,919 shares; 2024Q4: 7,050 shares; 2025Q1: 8,651 shares; 2025Q2: 8,522 shares; 2025Q3: 8,457 shares 8,457 $368K 0.16% -65 Timeline PGX 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: 32,271 shares; 2024Q4: 32,271 shares; 2025Q1: 32,271 shares; 2025Q2: 32,271 shares; 2025Q3: 32,271 shares 32,271 $366K 0.16% 0 Timeline AVRE 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: not reported; 2024Q4: 8,331 shares; 2025Q1: 8,331 shares; 2025Q2: 8,332 shares; 2025Q3: 8,332 shares 8,332 $366K 0.16% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202 shares; 2024Q4: 199 shares; 2025Q1: 207 shares; 2025Q2: 177 shares; 2025Q3: 180 shares 180 $366K 0.16% +3 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: 6,458 shares; 2024Q4: 6,884 shares; 2025Q1: 6,076 shares; 2025Q2: 4,272 shares; 2025Q3: 4,700 shares 4,700 $364K 0.16% +428 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,438 shares; 2025Q1: 5,517 shares; 2025Q2: 6,305 shares; 2025Q3: 6,530 shares 6,530 $356K 0.16% +225 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,442 shares; 2024Q4: 3,456 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,225 shares 4,225 $355K 0.16% new Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA 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: 1,145 shares; 2025Q3: 1,319 shares 1,319 $353K 0.16% +174 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,275 shares; 2025Q2: not reported; 2025Q3: 2,391 shares 2,391 $351K 0.16% new 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: 1,671 shares; 2025Q3: 1,613 shares 1,613 $350K 0.16% -58 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: 2,312 shares; 2024Q4: 2,113 shares; 2025Q1: 2,070 shares; 2025Q2: 1,879 shares; 2025Q3: 2,939 shares 2,939 $349K 0.16% +1,060 Timeline HFRO HIGHLAND OPPS & INCOME FD More: the full row for HIGHLAND OPPS & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,441 shares; 2024Q4: 52,453 shares; 2025Q1: 52,846 shares; 2025Q2: 52,862 shares; 2025Q3: 52,876 shares 52,876 $342K 0.15% +14 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: not reported; 2024Q4: 2,741 shares; 2025Q1: not reported; 2025Q2: 3,154 shares; 2025Q3: 3,308 shares 3,308 $339K 0.15% +154 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: 1,160 shares; 2024Q4: 1,031 shares; 2025Q1: 1,180 shares; 2025Q2: 1,481 shares; 2025Q3: 1,070 shares 1,070 $338K 0.15% -411 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: 1,686 shares; 2024Q4: 1,686 shares; 2025Q1: 1,686 shares; 2025Q2: 1,686 shares; 2025Q3: 1,686 shares 1,686 $334K 0.15% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 424 shares; 2024Q4: 429 shares; 2025Q1: 456 shares; 2025Q2: 427 shares; 2025Q3: 361 shares 361 $334K 0.15% -66 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,301 shares; 2024Q4: 10,956 shares; 2025Q1: 13,849 shares; 2025Q2: 12,744 shares; 2025Q3: 14,019 shares 14,019 $334K 0.15% +1,275 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,778 shares; 2024Q4: 4,167 shares; 2025Q1: 3,595 shares; 2025Q2: 3,728 shares; 2025Q3: 3,610 shares 3,610 $331K 0.15% -118 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: 565 shares; 2024Q4: 560 shares; 2025Q1: 705 shares; 2025Q2: 599 shares; 2025Q3: 658 shares 658 $331K 0.15% +59 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: 4,805 shares; 2024Q4: 4,805 shares; 2025Q1: 3,444 shares; 2025Q2: 4,795 shares; 2025Q3: 3,870 shares 3,870 $329K 0.15% -925 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,949 shares; 2024Q4: 2,759 shares; 2025Q1: 2,621 shares; 2025Q2: 2,519 shares; 2025Q3: 2,441 shares 2,441 $327K 0.15% -78 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,643 shares; 2024Q4: 4,596 shares; 2025Q1: 4,429 shares; 2025Q2: 4,286 shares; 2025Q3: 4,290 shares 4,290 $323K 0.14% +4 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: not reported; 2025Q1: 1,255 shares; 2025Q2: 1,755 shares; 2025Q3: 1,753 shares 1,753 $323K 0.14% -2 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 855 shares; 2024Q4: 1,042 shares; 2025Q1: not reported; 2025Q2: 506 shares; 2025Q3: 703 shares 703 $319K 0.14% +197 Timeline SCHH 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: 14,950 shares; 2024Q4: 20,050 shares; 2025Q1: 20,050 shares; 2025Q2: 14,950 shares; 2025Q3: 14,950 shares 14,950 $316K 0.14% 0 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,952 shares; 2024Q4: 5,033 shares; 2025Q1: 4,635 shares; 2025Q2: 4,719 shares; 2025Q3: 3,128 shares 3,128 $315K 0.14% -1,591 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,942 shares; 2024Q4: not reported; 2025Q1: 6,135 shares; 2025Q2: 5,802 shares; 2025Q3: 5,802 shares 5,802 $313K 0.14% 0 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,553 shares; 2025Q1: 3,973 shares; 2025Q2: 3,973 shares; 2025Q3: 3,973 shares 3,973 $311K 0.14% 0 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,490 shares; 2024Q4: 44,490 shares; 2025Q1: 44,490 shares; 2025Q2: 46,146 shares; 2025Q3: 45,680 shares 45,680 $310K 0.14% -466 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,246 shares 1,246 $309K 0.14% new Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION 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: 2,027 shares 2,027 $308K 0.14% new Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,132 shares; 2024Q4: 6,132 shares; 2025Q1: 6,132 shares; 2025Q2: 6,132 shares; 2025Q3: 6,132 shares 6,132 $307K 0.14% 0 Timeline KEP KOREA ELEC PWR CORP More: the full row for KOREA ELEC PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,242 shares; 2024Q4: 15,210 shares; 2025Q1: not reported; 2025Q2: 14,940 shares; 2025Q3: 18,379 shares 18,379 $306K 0.14% +3,439 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: 2,001 shares; 2024Q4: 2,172 shares; 2025Q1: 1,513 shares; 2025Q2: 1,551 shares; 2025Q3: 1,365 shares 1,365 $305K 0.14% -186 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: 974 shares; 2024Q4: 1,315 shares; 2025Q1: 896 shares; 2025Q2: 1,377 shares; 2025Q3: 910 shares 910 $304K 0.14% -467 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS 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: 2,297 shares; 2025Q3: 2,297 shares 2,297 $303K 0.14% 0 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,842 shares; 2025Q1: 5,901 shares; 2025Q2: not reported; 2025Q3: 8,354 shares 8,354 $301K 0.14% new Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,539 shares; 2025Q1: 1,530 shares; 2025Q2: 1,373 shares; 2025Q3: 1,490 shares 1,490 $299K 0.13% +117 Timeline IFGL 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: 13,040 shares; 2024Q4: 14,720 shares; 2025Q1: 14,720 shares; 2025Q2: 13,040 shares; 2025Q3: 13,040 shares 13,040 $298K 0.13% 0 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,077 shares; 2024Q4: 22,173 shares; 2025Q1: 33,834 shares; 2025Q2: 32,625 shares; 2025Q3: 41,898 shares 41,898 $298K 0.13% +9,273 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,347 shares; 2024Q4: 24,163 shares; 2025Q1: 24,100 shares; 2025Q2: 24,302 shares; 2025Q3: 23,585 shares 23,585 $293K 0.13% -717 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: 873 shares; 2024Q4: 894 shares; 2025Q1: 1,133 shares; 2025Q2: 726 shares; 2025Q3: 951 shares 951 $293K 0.13% +225 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,369 shares; 2025Q3: 6,396 shares 6,396 $290K 0.13% +27 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: not reported; 2024Q4: not reported; 2025Q1: 1,508 shares; 2025Q2: 1,628 shares; 2025Q3: 1,487 shares 1,487 $290K 0.13% -141 Timeline LDEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,241 shares; 2025Q1: 6,220 shares; 2025Q2: 4,840 shares; 2025Q3: 4,840 shares 4,840 $288K 0.13% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 990 shares; 2024Q4: 916 shares; 2025Q1: 960 shares; 2025Q2: 1,036 shares; 2025Q3: 848 shares 848 $285K 0.13% -188 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: 4,500 shares; 2024Q4: 4,460 shares; 2025Q1: 4,434 shares; 2025Q2: 4,264 shares; 2025Q3: 3,995 shares 3,995 $284K 0.13% -269 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: 5,331 shares; 2024Q4: 5,029 shares; 2025Q1: 5,029 shares; 2025Q2: 5,029 shares; 2025Q3: 5,029 shares 5,029 $283K 0.13% 0 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: 616 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 474 shares 474 $280K 0.13% new 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: 802 shares; 2025Q1: not reported; 2025Q2: 504 shares; 2025Q3: 501 shares 501 $280K 0.13% -3 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,525 shares; 2025Q2: not reported; 2025Q3: 4,728 shares 4,728 $279K 0.13% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,838 shares; 2024Q4: 4,851 shares; 2025Q1: 4,068 shares; 2025Q2: 4,192 shares; 2025Q3: 4,228 shares 4,228 $276K 0.12% +36 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,368 shares; 2024Q4: 11,525 shares; 2025Q1: 11,528 shares; 2025Q2: 7,267 shares; 2025Q3: 7,271 shares 7,271 $270K 0.12% +4 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,564 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,191 shares 2,191 $266K 0.12% new 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: 542 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 476 shares 476 $264K 0.12% new 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: not reported; 2024Q4: not reported; 2025Q1: 918 shares; 2025Q2: not reported; 2025Q3: 1,452 shares 1,452 $263K 0.12% new Timeline SPHY 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: 11,456 shares; 2024Q4: 12,363 shares; 2025Q1: 11,672 shares; 2025Q2: 10,872 shares; 2025Q3: 11,039 shares 11,039 $260K 0.12% +167 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: 5,378 shares; 2024Q4: 6,016 shares; 2025Q1: 6,219 shares; 2025Q2: 4,193 shares; 2025Q3: 3,212 shares 3,212 $260K 0.12% -981 Timeline AGX ARGAN INC More: the full row for ARGAN 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: 772 shares 772 $259K 0.12% new Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,301 shares 4,301 $257K 0.12% new Timeline ESTC ELASTIC N V More: the full row for ELASTIC N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,803 shares 2,803 $256K 0.11% new Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,302 shares; 2024Q4: 21,302 shares; 2025Q1: 21,302 shares; 2025Q2: 21,302 shares; 2025Q3: 21,302 shares 21,302 $255K 0.11% 0 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,886 shares; 2025Q2: 6,417 shares; 2025Q3: 8,508 shares 8,508 $253K 0.11% +2,091 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,059 shares; 2024Q4: 1,059 shares; 2025Q1: 1,059 shares; 2025Q2: 1,059 shares; 2025Q3: 1,059 shares 1,059 $251K 0.11% 0 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,242 shares; 2024Q4: 17,918 shares; 2025Q1: not reported; 2025Q2: 16,792 shares; 2025Q3: 16,792 shares 16,792 $246K 0.11% 0 Timeline KT KT CORP More: the full row for KT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,634 shares; 2024Q4: 19,500 shares; 2025Q1: 16,533 shares; 2025Q2: 13,890 shares; 2025Q3: 13,322 shares 13,322 $242K 0.11% -568 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 925 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 838 shares 838 $242K 0.11% new Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,578 shares; 2024Q4: 1,602 shares; 2025Q1: not reported; 2025Q2: 1,398 shares; 2025Q3: 1,271 shares 1,271 $242K 0.11% -127 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,781 shares 1,781 $241K 0.11% new Timeline DFSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,646 shares; 2025Q1: 4,647 shares; 2025Q2: 4,522 shares; 2025Q3: 4,524 shares 4,524 $240K 0.11% +2 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: 713 shares; 2024Q4: 797 shares; 2025Q1: 801 shares; 2025Q2: 888 shares; 2025Q3: 718 shares 718 $239K 0.11% -170 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,323 shares 14,323 $238K 0.11% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,388 shares; 2025Q2: 1,201 shares; 2025Q3: 1,344 shares 1,344 $238K 0.11% +143 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 383 shares; 2025Q3: 382 shares 382 $236K 0.11% -1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,517 shares 1,517 $236K 0.11% new Timeline HAUZ DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares 10,000 $234K 0.1% 0 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,192 shares; 2024Q4: 4,447 shares; 2025Q1: 4,447 shares; 2025Q2: 3,538 shares; 2025Q3: 3,487 shares 3,487 $233K 0.1% -51 Timeline ADT ADT INC DEL More: the full row for ADT 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: 11,404 shares; 2025Q1: not reported; 2025Q2: 20,045 shares; 2025Q3: 27,506 shares 27,506 $230K 0.1% +7,461 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 795 shares; 2025Q3: 795 shares 795 $230K 0.1% 0 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,235 shares; 2024Q4: 3,266 shares; 2025Q1: 3,106 shares; 2025Q2: 2,985 shares; 2025Q3: 2,970 shares 2,970 $229K 0.1% -15 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: not reported; 2024Q4: 456 shares; 2025Q1: 342 shares; 2025Q2: not reported; 2025Q3: 269 shares 269 $228K 0.1% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,426 shares 1,426 $224K 0.1% new Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,803 shares; 2024Q4: 2,858 shares; 2025Q1: 2,858 shares; 2025Q2: 1,635 shares; 2025Q3: 1,442 shares 1,442 $224K 0.1% -193 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,138 shares 1,138 $222K 0.1% new 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: 4,653 shares; 2025Q3: 4,653 shares 4,653 $221K 0.1% 0 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,729 shares; 2024Q4: 4,869 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,209 shares 3,209 $218K 0.1% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 918 shares 918 $218K 0.1% new 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: 3,022 shares; 2025Q3: 2,529 shares 2,529 $214K 0.1% -493 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,071 shares 1,071 $211K 0.09% new 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: not reported; 2024Q4: not reported; 2025Q1: 858 shares; 2025Q2: not reported; 2025Q3: 722 shares 722 $211K 0.09% new Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,850 shares 2,850 $210K 0.09% new Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,725 shares 4,725 $208K 0.09% new Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,755 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,731 shares 2,731 $208K 0.09% new 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: 1,123 shares; 2025Q2: 709 shares; 2025Q3: 697 shares 697 $207K 0.09% -12 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,464 shares 2,464 $207K 0.09% new Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE 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: 1,630 shares; 2025Q3: 1,529 shares 1,529 $204K 0.09% -101 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: 382 shares; 2025Q3: 379 shares 379 $202K 0.09% -3 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,302 shares; 2024Q4: 27,790 shares; 2025Q1: not reported; 2025Q2: 18,952 shares; 2025Q3: 18,328 shares 18,328 $200K 0.09% -624 Timeline YALA YALLA GROUP LTD More: the full row for YALLA GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,259 shares; 2025Q1: not reported; 2025Q2: 26,065 shares; 2025Q3: 26,432 shares 26,432 $184K 0.08% +367 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,485 shares; 2025Q3: 11,485 shares 11,485 $177K 0.08% 0 Timeline SSL SASOL LTD More: the full row for SASOL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,779 shares; 2024Q4: 12,841 shares; 2025Q1: not reported; 2025Q2: 11,772 shares; 2025Q3: 21,467 shares 21,467 $147K 0.07% +9,695 Timeline ENIC ENEL CHILE SA More: the full row for ENEL CHILE SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,183 shares; 2024Q4: 35,456 shares; 2025Q1: not reported; 2025Q2: 35,561 shares; 2025Q3: 35,561 shares 35,561 $139K 0.06% 0 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL 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: 11,137 shares; 2025Q3: 12,260 shares 12,260 $137K 0.06% +1,123 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: 21,282 shares; 2024Q4: 19,770 shares; 2025Q1: not reported; 2025Q2: 26,381 shares; 2025Q3: 26,381 shares 26,381 $129K 0.06% 0 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,297 shares; 2025Q3: 11,202 shares 11,202 $128K 0.06% +905 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: 11,682 shares; 2024Q4: 23,364 shares; 2025Q1: not reported; 2025Q2: 41,231 shares; 2025Q3: 28,305 shares 28,305 $75.3K 0.03% -12,926 Timeline LX LEXINFINTECH HLDGS LTD More: the full row for LEXINFINTECH HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,229 shares; 2024Q4: 13,847 shares; 2025Q1: not reported; 2025Q2: 13,618 shares; 2025Q3: 16,027 shares 16,027 $66.4K 0.03% +2,409 Timeline WOOF PETCO HEALTH & WELLNESS CO I More: the full row for PETCO HEALTH & WELLNESS CO I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,556 shares; 2024Q4: 21,440 shares; 2025Q1: not reported; 2025Q2: 21,254 shares; 2025Q3: 20,776 shares 20,776 $63.4K 0.03% -478 Timeline LU LUFAX HOLDING LTD More: the full row for LUFAX HOLDING LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,579 shares; 2024Q4: 14,947 shares; 2025Q1: not reported; 2025Q2: 20,009 shares; 2025Q3: 22,201 shares 22,201 $60.6K 0.03% +2,192 Timeline CIG CIA ENERGETICA DE MINAS GERA More: the full row for CIA ENERGETICA DE MINAS GERA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,518 shares; 2024Q4: 21,732 shares; 2025Q1: not reported; 2025Q2: 21,362 shares; 2025Q3: 21,362 shares 21,362 $47K 0.02% 0 Timeline IRWD IRONWOOD PHARMACEUTICALS INC More: the full row for IRONWOOD PHARMACEUTICALS 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: 12,889 shares; 2025Q3: 12,241 shares 12,241 $41.3K 0.02% -648 Timeline DH DEFINITIVE HEALTHCARE CORP More: the full row for DEFINITIVE HEALTHCARE 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: 13,351 shares 13,351 $36.3K 0.02% new Timeline TILRAY INC TILRAY INC More: the full row for TILRAY 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: 10,700 shares; 2025Q3: 10,700 shares 10,700 $12.1K 0.01% 0