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: 931,278 shares; 2024Q4: 950,803 shares; 2025Q1: 960,904 shares; 2025Q2: 942,276 shares; 2025Q3: 944,996 shares 944,996 $310M 16.81% +2,720 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: 695,547 shares; 2024Q4: 680,762 shares; 2025Q1: 666,279 shares; 2025Q2: 661,216 shares; 2025Q3: 654,417 shares 654,417 $239M 12.96% -6,799 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: 5,547,011 shares; 2024Q4: 5,551,570 shares; 2025Q1: 5,567,604 shares; 2025Q2: 5,357,309 shares; 2025Q3: 5,381,765 shares 5,381,765 $208M 11.25% +24,456 Timeline NFRA FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,034,668 shares; 2024Q4: 2,056,797 shares; 2025Q1: 2,109,611 shares; 2025Q2: 2,124,810 shares; 2025Q3: 2,153,565 shares 2,153,565 $136M 7.34% +28,755 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: 1,604,215 shares; 2024Q4: 1,659,432 shares; 2025Q1: 1,686,655 shares; 2025Q2: 1,693,913 shares; 2025Q3: 1,725,971 shares 1,725,971 $128M 6.96% +32,058 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: 1,184,135 shares; 2024Q4: 1,192,073 shares; 2025Q1: 1,196,493 shares; 2025Q2: 1,146,169 shares; 2025Q3: 1,146,203 shares 1,146,203 $84.2M 4.56% +34 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: 885,041 shares; 2024Q4: 901,122 shares; 2025Q1: 884,262 shares; 2025Q2: 920,678 shares; 2025Q3: 916,702 shares 916,702 $75.7M 4.1% -3,976 Timeline DFAX 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: 2,234,354 shares; 2024Q4: 2,217,826 shares; 2025Q1: 2,168,282 shares; 2025Q2: 2,086,502 shares; 2025Q3: 2,092,625 shares 2,092,625 $65.7M 3.56% +6,123 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: 213,779 shares; 2024Q4: 216,614 shares; 2025Q1: 215,790 shares; 2025Q2: 206,070 shares; 2025Q3: 201,654 shares 201,654 $61.3M 3.32% -4,416 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: 107,692 shares; 2024Q4: 115,237 shares; 2025Q1: 115,020 shares; 2025Q2: 115,114 shares; 2025Q3: 114,828 shares 114,828 $53.8M 2.92% -286 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000,164 shares; 2024Q4: 1,033,673 shares; 2025Q1: 1,052,090 shares; 2025Q2: 1,050,398 shares; 2025Q3: 1,068,881 shares 1,068,881 $52.9M 2.87% +18,483 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,784 shares; 2024Q4: 153,059 shares; 2025Q1: 151,444 shares; 2025Q2: 189,300 shares; 2025Q3: 184,195 shares 184,195 $44.6M 2.42% -5,105 Timeline TLTD FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 476,239 shares; 2024Q4: 467,009 shares; 2025Q1: 464,908 shares; 2025Q2: 461,646 shares; 2025Q3: 460,998 shares 460,998 $40.9M 2.22% -648 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: 159,051 shares; 2024Q4: 155,587 shares; 2025Q1: 149,258 shares; 2025Q2: 146,797 shares; 2025Q3: 150,363 shares 150,363 $38.3M 2.08% +3,566 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: 167,653 shares; 2024Q4: 163,320 shares; 2025Q1: 161,841 shares; 2025Q2: 215,327 shares; 2025Q3: 213,650 shares 213,650 $31.1M 1.69% -1,677 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 847,980 shares; 2024Q4: 837,555 shares; 2025Q1: 837,944 shares; 2025Q2: 841,329 shares; 2025Q3: 844,361 shares 844,361 $21.6M 1.17% +3,032 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: 54,228 shares; 2024Q4: 54,957 shares; 2025Q1: 54,976 shares; 2025Q2: 55,209 shares; 2025Q3: 55,627 shares 55,627 $17.5M 0.95% +418 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: 41,797 shares; 2024Q4: 57,578 shares; 2025Q1: 46,916 shares; 2025Q2: 51,649 shares; 2025Q3: 77,280 shares 77,280 $14.4M 0.78% +25,631 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: 264,568 shares; 2024Q4: 342,631 shares; 2025Q1: 280,245 shares; 2025Q2: 305,545 shares; 2025Q3: 304,321 shares 304,321 $13.5M 0.73% -1,224 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,112 shares; 2024Q4: 15,734 shares; 2025Q1: 15,663 shares; 2025Q2: 15,450 shares; 2025Q3: 15,340 shares 15,340 $9.14M 0.5% -110 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: 94,155 shares; 2024Q4: 95,282 shares; 2025Q1: 95,828 shares; 2025Q2: 90,929 shares; 2025Q3: 90,901 shares 90,901 $9.11M 0.49% -28 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: 38,365 shares; 2024Q4: 36,055 shares; 2025Q1: 33,896 shares; 2025Q2: 34,257 shares; 2025Q3: 40,024 shares 40,024 $8.79M 0.48% +5,767 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: 43,303 shares; 2024Q4: 43,041 shares; 2025Q1: 42,387 shares; 2025Q2: 40,941 shares; 2025Q3: 40,513 shares 40,513 $8.74M 0.47% -428 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: 27,550 shares; 2024Q4: 27,939 shares; 2025Q1: 27,641 shares; 2025Q2: 35,465 shares; 2025Q3: 35,523 shares 35,523 $8.6M 0.47% +58 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,099 shares; 2024Q4: 99,785 shares; 2025Q1: 90,066 shares; 2025Q2: 179,431 shares; 2025Q3: 164,973 shares 164,973 $8.26M 0.45% -14,458 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: 20,257 shares; 2024Q4: 13,823 shares; 2025Q1: 14,118 shares; 2025Q2: 13,649 shares; 2025Q3: 15,664 shares 15,664 $8.11M 0.44% +2,015 Timeline VONE 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: 20,629 shares; 2024Q4: 20,412 shares; 2025Q1: 20,292 shares; 2025Q2: 23,279 shares; 2025Q3: 23,036 shares 23,036 $6.96M 0.38% -243 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: 110,339 shares; 2024Q4: 123,988 shares; 2025Q1: 110,840 shares; 2025Q2: 111,454 shares; 2025Q3: 111,329 shares 111,329 $6.8M 0.37% -125 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,707 shares; 2024Q4: 139,862 shares; 2025Q1: 130,722 shares; 2025Q2: 120,841 shares; 2025Q3: 124,141 shares 124,141 $6.36M 0.34% +3,300 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: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares 8 $6.03M 0.33% 0 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: 5,855 shares; 2024Q4: 6,716 shares; 2025Q1: 8,073 shares; 2025Q2: 12,775 shares; 2025Q3: 16,698 shares 16,698 $5.38M 0.29% +3,923 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: 20,156 shares; 2024Q4: 20,158 shares; 2025Q1: 19,824 shares; 2025Q2: 18,100 shares; 2025Q3: 18,105 shares 18,105 $4.89M 0.27% +5 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: 64,865 shares; 2024Q4: 65,709 shares; 2025Q1: 66,019 shares; 2025Q2: 49,420 shares; 2025Q3: 49,378 shares 49,378 $4.83M 0.26% -42 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: 4,004 shares; 2024Q4: 4,013 shares; 2025Q1: 3,840 shares; 2025Q2: 3,841 shares; 2025Q3: 4,145 shares 4,145 $3.84M 0.21% +304 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: 38,655 shares; 2025Q1: 32,553 shares; 2025Q2: 32,161 shares; 2025Q3: 31,578 shares 31,578 $3.25M 0.18% -583 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: 4,816 shares; 2024Q4: 6,279 shares; 2025Q1: 4,417 shares; 2025Q2: 4,280 shares; 2025Q3: 12,974 shares 12,974 $3.15M 0.17% +8,694 Timeline RWO 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: 66,409 shares; 2024Q4: 66,435 shares; 2025Q1: 66,449 shares; 2025Q2: 66,449 shares; 2025Q3: 66,212 shares 66,212 $3.03M 0.16% -237 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: 4,110 shares; 2024Q4: 4,041 shares; 2025Q1: 4,014 shares; 2025Q2: 3,855 shares; 2025Q3: 4,341 shares 4,341 $2.89M 0.16% +486 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: 17,772 shares; 2024Q4: 17,098 shares; 2025Q1: 17,070 shares; 2025Q2: 17,073 shares; 2025Q3: 17,290 shares 17,290 $2.88M 0.16% +217 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,377 shares; 2024Q4: 6,382 shares; 2025Q1: 6,376 shares; 2025Q2: 6,380 shares; 2025Q3: 11,110 shares 11,110 $2.72M 0.15% +4,730 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,769 shares; 2024Q4: 32,774 shares; 2025Q1: 32,776 shares; 2025Q2: 58,929 shares; 2025Q3: 58,932 shares 58,932 $2.7M 0.15% +3 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,513 shares; 2024Q4: 75,513 shares; 2025Q1: 75,513 shares; 2025Q2: 75,513 shares; 2025Q3: 75,513 shares 75,513 $2.57M 0.14% 0 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,607 shares; 2024Q4: 22,354 shares; 2025Q1: 18,791 shares; 2025Q2: 72,394 shares; 2025Q3: 67,964 shares 67,964 $2.47M 0.13% -4,430 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: 2,374 shares; 2024Q4: 2,940 shares; 2025Q1: 2,742 shares; 2025Q2: 2,294 shares; 2025Q3: 2,903 shares 2,903 $2.13M 0.12% +609 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: 4,008 shares; 2024Q4: 4,039 shares; 2025Q1: 4,017 shares; 2025Q2: 3,916 shares; 2025Q3: 4,217 shares 4,217 $2.12M 0.11% +301 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: 5,404 shares; 2024Q4: 5,404 shares; 2025Q1: 5,404 shares; 2025Q2: 5,404 shares; 2025Q3: 5,416 shares 5,416 $2.03M 0.11% +12 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: 19,713 shares; 2024Q4: 19,411 shares; 2025Q1: 19,354 shares; 2025Q2: 18,728 shares; 2025Q3: 18,964 shares 18,964 $2.02M 0.11% +236 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,651 shares; 2024Q4: 1,654 shares; 2025Q1: 1,476 shares; 2025Q2: 2,122 shares; 2025Q3: 2,886 shares 2,886 $1.73M 0.09% +764 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,673 shares; 2024Q4: 25,882 shares; 2025Q1: 26,084 shares; 2025Q2: 26,377 shares; 2025Q3: 26,596 shares 26,596 $1.58M 0.09% +219 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: 12,834 shares; 2024Q4: 12,837 shares; 2025Q1: 13,640 shares; 2025Q2: 13,114 shares; 2025Q3: 13,351 shares 13,351 $1.51M 0.08% +237 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,032 shares; 2024Q4: 5,061 shares; 2025Q1: 5,034 shares; 2025Q2: 4,977 shares; 2025Q3: 5,195 shares 5,195 $1.47M 0.08% +218 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,659 shares; 2024Q4: 1,927 shares; 2025Q1: 2,305 shares; 2025Q2: 2,781 shares; 2025Q3: 2,358 shares 2,358 $1.44M 0.08% -423 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,037 shares; 2025Q1: 1,822 shares; 2025Q2: 4,369 shares; 2025Q3: 4,187 shares 4,187 $1.38M 0.07% -182 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,965 shares; 2024Q4: 2,856 shares; 2025Q1: 2,860 shares; 2025Q2: 2,764 shares; 2025Q3: 2,801 shares 2,801 $1.34M 0.07% +37 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: 4,509 shares; 2024Q4: 3,236 shares; 2025Q1: 2,863 shares; 2025Q2: 3,186 shares; 2025Q3: 2,898 shares 2,898 $1.29M 0.07% -288 Timeline DJT TRUMP MEDIA & TECHNOLOGY GRO More: the full row for TRUMP MEDIA & TECHNOLOGY GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,798 shares; 2024Q4: 47,600 shares; 2025Q1: 67,600 shares; 2025Q2: 77,500 shares; 2025Q3: 77,527 shares 77,527 $1.27M 0.07% +27 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,620 shares; 2024Q4: 6,620 shares; 2025Q1: 6,622 shares; 2025Q2: 6,624 shares; 2025Q3: 6,626 shares 6,626 $1.26M 0.07% +2 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: 4,181 shares; 2024Q4: 4,182 shares; 2025Q1: 4,182 shares; 2025Q2: 4,183 shares; 2025Q3: 4,186 shares 4,186 $1.21M 0.07% +3 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,686 shares; 2024Q4: 185,686 shares; 2025Q1: 185,686 shares; 2025Q2: 185,686 shares; 2025Q3: 185,686 shares 185,686 $1.14M 0.06% 0 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: 17,022 shares; 2024Q4: 17,216 shares; 2025Q1: 16,919 shares; 2025Q2: 16,606 shares; 2025Q3: 16,789 shares 16,789 $1.11M 0.06% +183 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,478 shares; 2024Q4: 21,478 shares; 2025Q1: 21,478 shares; 2025Q2: 21,478 shares; 2025Q3: 21,478 shares 21,478 $1.08M 0.06% 0 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,972 shares; 2024Q4: 13,224 shares; 2025Q1: 19,540 shares; 2025Q2: 19,540 shares; 2025Q3: 19,540 shares 19,540 $973K 0.05% 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: 17,019 shares; 2024Q4: 15,494 shares; 2025Q1: 7,474 shares; 2025Q2: 6,789 shares; 2025Q3: 5,324 shares 5,324 $971K 0.05% -1,465 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,823 shares; 2024Q4: 40,642 shares; 2025Q1: 41,116 shares; 2025Q2: 41,601 shares; 2025Q3: 42,062 shares 42,062 $938K 0.05% +461 Timeline CMCL CALEDONIA MNG CORP More: the full row for CALEDONIA MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,699 shares 25,699 $931K 0.05% new Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,334 shares; 2024Q4: 9,127 shares; 2025Q1: 8,874 shares; 2025Q2: 4,176 shares; 2025Q3: 4,865 shares 4,865 $902K 0.05% +689 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,321 shares; 2024Q4: 2,328 shares; 2025Q1: 2,335 shares; 2025Q2: 2,341 shares; 2025Q3: 2,346 shares 2,346 $889K 0.05% +5 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: 3,740 shares; 2024Q4: 3,775 shares; 2025Q1: 3,415 shares; 2025Q2: 2,972 shares; 2025Q3: 3,824 shares 3,824 $885K 0.05% +852 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: 6,183 shares; 2024Q4: 6,158 shares; 2025Q1: 3,537 shares; 2025Q2: 926 shares; 2025Q3: 928 shares 928 $884K 0.05% +2 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,314 shares; 2024Q4: 1,254 shares; 2025Q1: 1,276 shares; 2025Q2: 1,430 shares; 2025Q3: 1,315 shares 1,315 $880K 0.05% -115 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: 1,028 shares; 2024Q4: 1,187 shares; 2025Q1: 1,209 shares; 2025Q2: 1,213 shares; 2025Q3: 2,155 shares 2,155 $873K 0.05% +942 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: 21,922 shares; 2024Q4: 21,923 shares; 2025Q1: 21,924 shares; 2025Q2: 21,575 shares; 2025Q3: 19,517 shares 19,517 $869K 0.05% -2,058 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,196 shares; 2024Q4: 4,961 shares; 2025Q1: 4,975 shares; 2025Q2: 4,988 shares; 2025Q3: 5,022 shares 5,022 $846K 0.05% +34 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: 22,434 shares; 2024Q4: 17,849 shares; 2025Q1: 17,747 shares; 2025Q2: 18,324 shares; 2025Q3: 18,541 shares 18,541 $836K 0.05% +217 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: 10,044 shares; 2024Q4: 10,878 shares; 2025Q1: 10,429 shares; 2025Q2: 10,700 shares; 2025Q3: 14,533 shares 14,533 $830K 0.04% +3,833 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: 1,459 shares; 2024Q4: 1,633 shares; 2025Q1: 1,597 shares; 2025Q2: 1,522 shares; 2025Q3: 1,559 shares 1,559 $765K 0.04% +37 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: 10,045 shares; 2024Q4: 10,068 shares; 2025Q1: 9,410 shares; 2025Q2: 9,029 shares; 2025Q3: 9,013 shares 9,013 $756K 0.04% -16 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,388 shares; 2024Q4: 12,388 shares; 2025Q1: 12,388 shares; 2025Q2: 12,388 shares; 2025Q3: 12,419 shares 12,419 $721K 0.04% +31 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: 471 shares; 2024Q4: 586 shares; 2025Q1: 586 shares; 2025Q2: 592 shares; 2025Q3: 599 shares 599 $718K 0.04% +7 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: 5,482 shares; 2024Q4: 5,261 shares; 2025Q1: 5,640 shares; 2025Q2: 5,570 shares; 2025Q3: 2,864 shares 2,864 $706K 0.04% -2,706 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: 20,750 shares; 2024Q4: 20,750 shares; 2025Q1: 20,750 shares; 2025Q2: 20,750 shares; 2025Q3: 20,750 shares 20,750 $680K 0.04% 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: 1,937 shares; 2024Q4: 1,858 shares; 2025Q1: 2,004 shares; 2025Q2: 3,420 shares; 2025Q3: 2,157 shares 2,157 $649K 0.04% -1,263 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: 33,454 shares; 2024Q4: 32,600 shares; 2025Q1: 32,850 shares; 2025Q2: 29,759 shares; 2025Q3: 19,343 shares 19,343 $649K 0.04% -10,416 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 825 shares; 2025Q3: 1,939 shares 1,939 $644K 0.03% +1,114 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,186 shares; 2024Q4: 7,351 shares; 2025Q1: 5,755 shares; 2025Q2: 5,306 shares; 2025Q3: 5,344 shares 5,344 $633K 0.03% +38 Timeline EZBC FRANKLIN TEMPLETON DIGITAL H More: the full row for FRANKLIN TEMPLETON DIGITAL H Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,400 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 9,250 shares; 2025Q3: 9,250 shares 9,250 $612K 0.03% 0 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: 7,914 shares; 2024Q4: 24,029 shares; 2025Q1: 24,181 shares; 2025Q2: 23,491 shares; 2025Q3: 23,503 shares 23,503 $604K 0.03% +12 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: 3,145 shares; 2024Q4: 3,401 shares; 2025Q1: 3,173 shares; 2025Q2: 3,840 shares; 2025Q3: 3,875 shares 3,875 $602K 0.03% +35 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: 11,572 shares; 2024Q4: 6,650 shares; 2025Q1: 5,573 shares; 2025Q2: 13,019 shares; 2025Q3: 11,603 shares 11,603 $592K 0.03% -1,416 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: 2,006 shares; 2024Q4: 2,167 shares; 2025Q1: 2,322 shares; 2025Q2: 2,401 shares; 2025Q3: 2,396 shares 2,396 $583K 0.03% -5 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,660 shares; 2024Q4: 12,808 shares; 2025Q1: 12,955 shares; 2025Q2: 12,976 shares; 2025Q3: 12,976 shares 12,976 $574K 0.03% 0 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,812 shares 9,812 $564K 0.03% new Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,365 shares; 2024Q4: 15,442 shares; 2025Q1: 15,396 shares; 2025Q2: 14,936 shares; 2025Q3: 14,399 shares 14,399 $564K 0.03% -537 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: not reported; 2024Q4: not reported; 2025Q1: 746 shares; 2025Q2: 754 shares; 2025Q3: 1,583 shares 1,583 $563K 0.03% +829 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: 11,344 shares; 2024Q4: 11,419 shares; 2025Q1: 11,503 shares; 2025Q2: 10,967 shares; 2025Q3: 11,079 shares 11,079 $562K 0.03% +112 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: 3,882 shares; 2024Q4: 3,775 shares; 2025Q1: 4,135 shares; 2025Q2: 3,321 shares; 2025Q3: 3,485 shares 3,485 $535K 0.03% +164 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: 842 shares; 2024Q4: 872 shares; 2025Q1: 654 shares; 2025Q2: 651 shares; 2025Q3: 1,554 shares 1,554 $531K 0.03% +903 Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 65,253 shares 65,253 $520K 0.03% new 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: 8,023 shares; 2024Q4: 7,899 shares; 2025Q1: 8,331 shares; 2025Q2: 8,018 shares; 2025Q3: 7,832 shares 7,832 $469K 0.03% -186 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: 1,942 shares; 2024Q4: 414 shares; 2025Q1: 332 shares; 2025Q2: 384 shares; 2025Q3: 614 shares 614 $469K 0.03% +230 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: 3,797 shares; 2024Q4: 3,785 shares; 2025Q1: 3,767 shares; 2025Q2: 3,231 shares; 2025Q3: 3,306 shares 3,306 $464K 0.03% +75 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: 597 shares; 2024Q4: 599 shares; 2025Q1: 599 shares; 2025Q2: 605 shares; 2025Q3: 622 shares 622 $464K 0.03% +17 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: 809 shares; 2024Q4: 815 shares; 2025Q1: 816 shares; 2025Q2: 788 shares; 2025Q3: 808 shares 808 $460K 0.02% +20 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: 1,571 shares; 2024Q4: 1,571 shares; 2025Q1: 2,418 shares; 2025Q2: 2,297 shares; 2025Q3: 2,124 shares 2,124 $456K 0.02% -173 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,122 shares; 2025Q3: 1,593 shares 1,593 $448K 0.02% +471 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,014 shares; 2024Q4: 3,834 shares; 2025Q1: 3,753 shares; 2025Q2: 3,312 shares; 2025Q3: 3,333 shares 3,333 $446K 0.02% +21 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: 5,183 shares; 2024Q4: 15,878 shares; 2025Q1: 16,094 shares; 2025Q2: 17,567 shares; 2025Q3: 16,907 shares 16,907 $445K 0.02% -660 Timeline BY BYLINE BANCORP INC More: the full row for BYLINE BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,871 shares; 2024Q4: 15,871 shares; 2025Q1: 15,871 shares; 2025Q2: 15,871 shares; 2025Q3: 15,871 shares 15,871 $440K 0.02% 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: 2,321 shares; 2024Q4: 1,665 shares; 2025Q1: 1,668 shares; 2025Q2: 1,486 shares; 2025Q3: 1,496 shares 1,496 $422K 0.02% +10 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,992 shares; 2025Q3: 5,467 shares 5,467 $418K 0.02% +475 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,814 shares; 2024Q4: 2,838 shares; 2025Q1: 2,845 shares; 2025Q2: 4,437 shares; 2025Q3: 3,478 shares 3,478 $413K 0.02% -959 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: 8,098 shares; 2024Q4: 8,748 shares; 2025Q1: 9,100 shares; 2025Q2: 9,014 shares; 2025Q3: 9,098 shares 9,098 $400K 0.02% +84 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES 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: 22,440 shares 22,440 $388K 0.02% new 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: 5,083 shares; 2024Q4: 5,083 shares; 2025Q1: 5,083 shares; 2025Q2: 4,817 shares; 2025Q3: 4,846 shares 4,846 $387K 0.02% +29 Timeline PTLO PORTILLOS INC More: the full row for PORTILLOS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,464 shares; 2024Q4: 25,725 shares; 2025Q1: 23,725 shares; 2025Q2: 23,745 shares; 2025Q3: 58,745 shares 58,745 $379K 0.02% +35,000 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: not reported; 2024Q4: 2,069 shares; 2025Q1: 2,184 shares; 2025Q2: 2,117 shares; 2025Q3: 2,027 shares 2,027 $378K 0.02% -90 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: 5,311 shares; 2024Q4: 5,313 shares; 2025Q1: 5,315 shares; 2025Q2: 5,177 shares; 2025Q3: 5,177 shares 5,177 $370K 0.02% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,356 shares; 2024Q4: 13,216 shares; 2025Q1: 13,229 shares; 2025Q2: 12,876 shares; 2025Q3: 13,067 shares 13,067 $369K 0.02% +191 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: 1,904 shares; 2024Q4: 1,904 shares; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 1,904 shares 1,904 $367K 0.02% +4 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: 4,483 shares; 2024Q4: 4,310 shares; 2025Q1: 4,310 shares; 2025Q2: 4,310 shares; 2025Q3: 4,310 shares 4,310 $364K 0.02% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 551 shares; 2025Q3: 591 shares 591 $363K 0.02% +40 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: 6,592 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,485 shares 5,485 $357K 0.02% new 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: 3,869 shares; 2024Q4: 3,876 shares; 2025Q1: 3,882 shares; 2025Q2: 3,808 shares; 2025Q3: 5,171 shares 5,171 $354K 0.02% +1,363 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: 12,746 shares; 2024Q4: 12,115 shares; 2025Q1: 11,938 shares; 2025Q2: 17,403 shares; 2025Q3: 16,069 shares 16,069 $354K 0.02% -1,334 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: 577 shares; 2024Q4: 531 shares; 2025Q1: 539 shares; 2025Q2: 708 shares; 2025Q3: 701 shares 701 $350K 0.02% -7 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,280 shares; 2025Q3: 2,400 shares 2,400 $344K 0.02% +120 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,770 shares; 2024Q4: 5,577 shares; 2025Q1: 5,473 shares; 2025Q2: 5,479 shares; 2025Q3: 5,732 shares 5,732 $342K 0.02% +253 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,482 shares 6,482 $342K 0.02% new 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: 2,357 shares; 2024Q4: 2,244 shares; 2025Q1: 1,544 shares; 2025Q2: 1,517 shares; 2025Q3: 1,570 shares 1,570 $339K 0.02% +53 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: 27,378 shares; 2024Q4: 27,973 shares; 2025Q1: 27,388 shares; 2025Q2: 27,352 shares; 2025Q3: 27,629 shares 27,629 $330K 0.02% +277 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,712 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,039 shares 2,039 $330K 0.02% new 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: 3,785 shares; 2024Q4: 3,566 shares; 2025Q1: 3,080 shares; 2025Q2: 2,909 shares; 2025Q3: 2,802 shares 2,802 $321K 0.02% -107 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,123 shares; 2025Q3: 974 shares 974 $321K 0.02% -2,149 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: 3,477 shares; 2025Q1: 3,477 shares; 2025Q2: 2,183 shares; 2025Q3: 2,383 shares 2,383 $319K 0.02% +200 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 7,000 shares 7,000 $314K 0.02% +2,000 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,639 shares; 2025Q2: 2,299 shares; 2025Q3: 2,299 shares 2,299 $304K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,082 shares 1,082 $302K 0.02% new Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC 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 $301K 0.02% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,227 shares; 2025Q1: 3,227 shares; 2025Q2: 3,228 shares; 2025Q3: 3,313 shares 3,313 $278K 0.02% +85 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: 674 shares; 2024Q4: 677 shares; 2025Q1: 697 shares; 2025Q2: 704 shares; 2025Q3: 800 shares 800 $276K 0.01% +96 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares 2,000 $274K 0.01% 0 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,966 shares 2,966 $272K 0.01% 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: 7,614 shares; 2024Q4: 7,614 shares; 2025Q1: 7,614 shares; 2025Q2: 7,614 shares; 2025Q3: 7,614 shares 7,614 $270K 0.01% 0 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: 686 shares; 2024Q4: 1,382 shares; 2025Q1: 1,281 shares; 2025Q2: 1,311 shares; 2025Q3: 1,311 shares 1,311 $267K 0.01% 0 Timeline BNDW 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: 3,369 shares; 2024Q4: 3,434 shares; 2025Q1: 3,451 shares; 2025Q2: 4,403 shares; 2025Q3: 3,809 shares 3,809 $265K 0.01% -594 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: 188 shares; 2024Q4: 187 shares; 2025Q1: 187 shares; 2025Q2: 181 shares; 2025Q3: 174 shares 174 $260K 0.01% -7 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,233 shares 11,233 $259K 0.01% new 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: not reported; 2024Q4: 532 shares; 2025Q1: not reported; 2025Q2: 535 shares; 2025Q3: 535 shares 535 $257K 0.01% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,037 shares 3,037 $254K 0.01% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,876 shares; 2025Q3: 1,754 shares 1,754 $249K 0.01% -122 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: 9,947 shares; 2024Q4: 9,085 shares; 2025Q1: 9,945 shares; 2025Q2: not reported; 2025Q3: 9,449 shares 9,449 $241K 0.01% new 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: 23,191 shares; 2025Q3: 10,286 shares 10,286 $239K 0.01% -12,905 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: 955 shares; 2024Q4: 969 shares; 2025Q1: not reported; 2025Q2: 934 shares; 2025Q3: 949 shares 949 $239K 0.01% +15 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: 5,487 shares; 2024Q4: 5,487 shares; 2025Q1: not reported; 2025Q2: 4,547 shares; 2025Q3: 4,608 shares 4,608 $238K 0.01% +61 Timeline USRT 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: 4,043 shares 4,043 $237K 0.01% new Timeline COFS CHOICEONE FINANCIA More: the full row for CHOICEONE FINANCIA 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: 8,100 shares; 2025Q2: 8,100 shares; 2025Q3: 8,100 shares 8,100 $235K 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: 1,478 shares; 2024Q4: not reported; 2025Q1: 1,576 shares; 2025Q2: 1,671 shares; 2025Q3: 1,518 shares 1,518 $234K 0.01% -153 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: 3,473 shares; 2024Q4: 3,486 shares; 2025Q1: 3,495 shares; 2025Q2: 3,504 shares; 2025Q3: 3,514 shares 3,514 $229K 0.01% +10 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,207 shares; 2025Q3: 1,158 shares 1,158 $227K 0.01% -49 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: not reported; 2025Q3: 1,556 shares 1,556 $227K 0.01% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,014 shares; 2024Q4: 1,035 shares; 2025Q1: 1,039 shares; 2025Q2: 1,043 shares; 2025Q3: 1,070 shares 1,070 $225K 0.01% +27 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: 2,691 shares; 2024Q4: 2,598 shares; 2025Q1: 2,552 shares; 2025Q2: 2,560 shares; 2025Q3: 2,870 shares 2,870 $225K 0.01% +310 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 232 shares 232 $222K 0.01% new Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,600 shares; 2024Q4: 9,600 shares; 2025Q1: 9,600 shares; 2025Q2: 9,600 shares; 2025Q3: 9,600 shares 9,600 $221K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,958 shares; 2025Q3: 1,756 shares 1,756 $212K 0.01% -202 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,139 shares 2,139 $210K 0.01% new Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,477 shares 1,477 $206K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,510 shares 2,510 $204K 0.01% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,196 shares 1,196 $200K 0.01% new Timeline TV GRUPO TELEVISA S A B More: the full row for GRUPO TELEVISA S A B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,000 shares; 2024Q4: 60,000 shares; 2025Q1: 50,000 shares; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares 50,000 $134K 0.01% 0 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,000 shares; 2025Q1: 50,000 shares; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares 50,000 $112K 0.01% 0 Timeline VINP VINCI COMPASS INVESTMENTS LT More: the full row for VINCI COMPASS INVESTMENTS LT 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 $108K 0.01% 0 Timeline NEO NEOGENOMICS INC More: the full row for NEOGENOMICS 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: 10,000 shares; 2025Q3: 10,000 shares 10,000 $77.2K <0.01% 0 Timeline FIGS FIGS INC More: the full row for FIGS 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: 10,000 shares; 2025Q3: 10,000 shares 10,000 $66.9K <0.01% 0 Timeline STKS THE ONE GROUP HOSPITALITY IN More: the full row for THE ONE GROUP HOSPITALITY IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares 20,000 $59.2K <0.01% 0 Timeline LDI LOANDEPOT INC More: the full row for LOANDEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 40,000 shares; 2025Q2: 25,000 shares; 2025Q3: 15,000 shares 15,000 $46K <0.01% -10,000 Timeline BGS B & G FOODS INC More: the full row for B & G FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares 10,000 $44.3K <0.01% 0 Timeline DNUT KRISPY KREME INC More: the full row for KRISPY KREME 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: 10,000 shares; 2025Q3: 10,000 shares 10,000 $38.7K <0.01% 0 Timeline GGB GERDAU SA More: the full row for GERDAU SA 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 $31K <0.01% 0 Timeline NOODLES & CO NOODLES & CO More: the full row for NOODLES & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares 25,000 $15.9K <0.01% 0 LNKS LINKERS INDS LTD More: the full row for LINKERS INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares 30,000 $13.9K <0.01% 0 Timeline ORIENTAL RISE HLDGS LTD ORIENTAL RISE HLDGS LTD More: the full row for ORIENTAL RISE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 20,000 shares 20,000 $3.74K <0.01% +10,000