MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,574,349 shares; 2024Q4: 3,577,296 shares; 2025Q1: 3,525,434 shares; 2025Q2: 3,737,341 shares; 2025Q3: 3,719,216 shares 3,719,216 $1.5B 34.5% -18,125 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,134,150 shares; 2024Q4: 2,139,686 shares; 2025Q1: 2,115,641 shares; 2025Q2: 2,110,082 shares; 2025Q3: 2,118,203 shares 2,118,203 $302M 6.95% +8,121 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 877,228 shares; 2024Q4: 891,217 shares; 2025Q1: 888,250 shares; 2025Q2: 901,004 shares; 2025Q3: 911,147 shares 911,147 $292M 6.72% +10,143 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: 5,637,993 shares; 2024Q4: 5,744,426 shares; 2025Q1: 5,727,352 shares; 2025Q2: 3,406,349 shares; 2025Q3: 3,407,765 shares 3,407,765 $261M 6.01% +1,416 Timeline VGLT 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: 3,836,692 shares; 2024Q4: 3,067,715 shares; 2025Q1: 3,781,477 shares; 2025Q2: 4,356,556 shares; 2025Q3: 4,554,512 shares 4,554,512 $259M 5.97% +197,956 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,855,674 shares; 2024Q4: 5,755,912 shares; 2025Q1: 5,917,303 shares; 2025Q2: 5,922,555 shares; 2025Q3: 6,073,520 shares 6,073,520 $166M 3.82% +150,965 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 951,622 shares; 2024Q4: 966,560 shares; 2025Q1: 972,214 shares; 2025Q2: 976,963 shares; 2025Q3: 992,566 shares 992,566 $139M 3.2% +15,603 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,989,025 shares; 2024Q4: 3,051,329 shares; 2025Q1: 3,093,241 shares; 2025Q2: 3,089,284 shares; 2025Q3: 3,161,974 shares 3,161,974 $133M 3.07% +72,690 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 593,076 shares; 2024Q4: 603,320 shares; 2025Q1: 608,076 shares; 2025Q2: 616,743 shares; 2025Q3: 626,428 shares 626,428 $111M 2.55% +9,685 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,908,701 shares; 2024Q4: 1,936,480 shares; 2025Q1: 1,907,814 shares; 2025Q2: 1,954,325 shares; 2025Q3: 1,927,919 shares 1,927,919 $103M 2.37% -26,406 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 887,531 shares; 2024Q4: 1,020,557 shares; 2025Q1: 1,079,289 shares; 2025Q2: 1,262,636 shares; 2025Q3: 1,253,178 shares 1,253,178 $96.1M 2.22% -9,458 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 369,017 shares; 2024Q4: 403,598 shares; 2025Q1: 397,810 shares; 2025Q2: 431,516 shares; 2025Q3: 428,406 shares 428,406 $87.2M 2.01% -3,110 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 623,602 shares; 2024Q4: 629,653 shares; 2025Q1: 615,660 shares; 2025Q2: 661,070 shares; 2025Q3: 654,918 shares 654,918 $67.5M 1.56% -6,152 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: 166,890 shares; 2025Q1: 145,209 shares; 2025Q2: 1,141,575 shares; 2025Q3: 1,141,413 shares 1,141,413 $53.4M 1.23% -162 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: 190,035 shares; 2024Q4: 189,611 shares; 2025Q1: 192,103 shares; 2025Q2: 204,268 shares; 2025Q3: 206,839 shares 206,839 $52.7M 1.21% +2,571 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK 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: 1,301,137 shares; 2025Q3: 1,351,785 shares 1,351,785 $47.9M 1.1% +50,648 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: 64,236 shares; 2024Q4: 64,567 shares; 2025Q1: 65,506 shares; 2025Q2: 68,667 shares; 2025Q3: 69,650 shares 69,650 $36.1M 0.83% +983 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: 158,904 shares; 2024Q4: 160,639 shares; 2025Q1: 159,902 shares; 2025Q2: 163,926 shares; 2025Q3: 172,228 shares 172,228 $32.1M 0.74% +8,302 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,475 shares; 2024Q4: 109,286 shares; 2025Q1: 110,086 shares; 2025Q2: 106,479 shares; 2025Q3: 105,932 shares 105,932 $31.1M 0.72% -547 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: 36,579 shares; 2024Q4: 35,575 shares; 2025Q1: 61,890 shares; 2025Q2: 39,325 shares; 2025Q3: 38,693 shares 38,693 $23.2M 0.54% -632 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,855 shares; 2024Q4: 220,315 shares; 2025Q1: 207,842 shares; 2025Q2: 205,908 shares; 2025Q3: 200,483 shares 200,483 $22.8M 0.53% -5,425 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,027 shares; 2024Q4: 181,172 shares; 2025Q1: 195,533 shares; 2025Q2: 208,610 shares; 2025Q3: 207,067 shares 207,067 $19.9M 0.46% -1,543 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,096 shares; 2024Q4: 74,535 shares; 2025Q1: 74,531 shares; 2025Q2: 75,751 shares; 2025Q3: 74,359 shares 74,359 $19.4M 0.45% -1,392 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: 71,441 shares; 2024Q4: 73,037 shares; 2025Q1: 74,035 shares; 2025Q2: 76,424 shares; 2025Q3: 75,833 shares 75,833 $16.7M 0.38% -591 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,214 shares; 2024Q4: 63,219 shares; 2025Q1: 84,966 shares; 2025Q2: 104,671 shares; 2025Q3: 103,061 shares 103,061 $14.6M 0.34% -1,610 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,303 shares; 2024Q4: 86,685 shares; 2025Q1: 90,088 shares; 2025Q2: 99,571 shares; 2025Q3: 98,789 shares 98,789 $12.8M 0.3% -782 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: 36,125 shares; 2024Q4: 36,211 shares; 2025Q1: 36,382 shares; 2025Q2: 36,201 shares; 2025Q3: 35,878 shares 35,878 $12.2M 0.28% -323 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: 75,115 shares; 2024Q4: 75,469 shares; 2025Q1: 74,926 shares; 2025Q2: 75,121 shares; 2025Q3: 75,118 shares 75,118 $10.5M 0.24% -3 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: 3,039 shares; 2024Q4: 3,059 shares; 2025Q1: 3,049 shares; 2025Q2: 8,608 shares; 2025Q3: 8,650 shares 8,650 $10.4M 0.24% +42 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,334 shares; 2024Q4: 58,147 shares; 2025Q1: 63,205 shares; 2025Q2: 79,431 shares; 2025Q3: 79,363 shares 79,363 $8.78M 0.2% -68 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,267 shares; 2024Q4: 9,004 shares; 2025Q1: 9,210 shares; 2025Q2: 9,237 shares; 2025Q3: 9,345 shares 9,345 $8.65M 0.2% +108 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: 27,947 shares; 2024Q4: 28,070 shares; 2025Q1: 27,956 shares; 2025Q2: 27,960 shares; 2025Q3: 27,936 shares 27,936 $8.49M 0.2% -24 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: 25,654 shares; 2024Q4: 28,044 shares; 2025Q1: 32,455 shares; 2025Q2: 33,075 shares; 2025Q3: 33,697 shares 33,697 $8.21M 0.19% +622 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: 10,803 shares; 2024Q4: 11,426 shares; 2025Q1: 11,445 shares; 2025Q2: 12,527 shares; 2025Q3: 11,977 shares 11,977 $7.98M 0.18% -550 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: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares 10 $7.54M 0.17% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,747 shares; 2024Q4: 3,752 shares; 2025Q1: 3,956 shares; 2025Q2: 31,813 shares; 2025Q3: 34,067 shares 34,067 $7.04M 0.16% +2,254 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: 56,336 shares; 2024Q4: 68,469 shares; 2025Q1: 62,308 shares; 2025Q2: 63,279 shares; 2025Q3: 62,381 shares 62,381 $7.03M 0.16% -898 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: 20,296 shares; 2024Q4: 21,006 shares; 2025Q1: 21,762 shares; 2025Q2: 21,975 shares; 2025Q3: 22,246 shares 22,246 $7.02M 0.16% +271 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: 22,305 shares; 2024Q4: 23,573 shares; 2025Q1: 23,904 shares; 2025Q2: 24,055 shares; 2025Q3: 25,906 shares 25,906 $6.3M 0.15% +1,851 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: 33,780 shares; 2024Q4: 34,557 shares; 2025Q1: 33,746 shares; 2025Q2: 33,637 shares; 2025Q3: 33,549 shares 33,549 $6.22M 0.14% -88 Timeline NRG NRG ENERGY INC More: the full row for NRG 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: 48,159 shares; 2025Q3: 36,062 shares 36,062 $5.84M 0.13% -12,097 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: 12,632 shares; 2024Q4: 12,739 shares; 2025Q1: 12,403 shares; 2025Q2: 12,403 shares; 2025Q3: 12,404 shares 12,404 $5.81M 0.13% +1 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: 7,596 shares; 2024Q4: 8,310 shares; 2025Q1: 8,241 shares; 2025Q2: 8,226 shares; 2025Q3: 8,205 shares 8,205 $5.49M 0.13% -21 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: 13,752 shares; 2024Q4: 12,876 shares; 2025Q1: 11,832 shares; 2025Q2: 12,293 shares; 2025Q3: 11,524 shares 11,524 $5.12M 0.12% -769 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,826 shares; 2024Q4: 38,142 shares; 2025Q1: 34,290 shares; 2025Q2: 55,202 shares; 2025Q3: 54,789 shares 54,789 $5.01M 0.12% -413 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: 6,258 shares; 2024Q4: 6,384 shares; 2025Q1: 6,368 shares; 2025Q2: 6,703 shares; 2025Q3: 6,743 shares 6,743 $4.95M 0.11% +40 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: 20,767 shares; 2024Q4: 20,842 shares; 2025Q1: 20,590 shares; 2025Q2: 20,734 shares; 2025Q3: 20,946 shares 20,946 $4.85M 0.11% +212 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,925 shares; 2024Q4: 34,349 shares; 2025Q1: 34,349 shares; 2025Q2: 45,931 shares; 2025Q3: 45,931 shares 45,931 $4.75M 0.11% 0 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: 35,105 shares; 2024Q4: 35,799 shares; 2025Q1: 35,237 shares; 2025Q2: 34,867 shares; 2025Q3: 34,912 shares 34,912 $4.68M 0.11% +45 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,970 shares; 2024Q4: 116,407 shares; 2025Q1: 123,683 shares; 2025Q2: 128,673 shares; 2025Q3: 144,991 shares 144,991 $4.63M 0.11% +16,318 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: 5,570 shares; 2024Q4: 5,615 shares; 2025Q1: 5,549 shares; 2025Q2: 5,744 shares; 2025Q3: 5,902 shares 5,902 $4.5M 0.1% +158 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,564 shares; 2024Q4: 15,571 shares; 2025Q1: 15,711 shares; 2025Q2: 15,656 shares; 2025Q3: 15,765 shares 15,765 $4.43M 0.1% +109 Timeline MVV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,366 shares; 2024Q4: 62,366 shares; 2025Q1: 62,366 shares; 2025Q2: 62,498 shares; 2025Q3: 62,498 shares 62,498 $4.32M 0.1% 0 Timeline URTY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,155 shares; 2024Q4: 49,605 shares; 2025Q1: 59,955 shares; 2025Q2: 80,109 shares; 2025Q3: 80,109 shares 80,109 $4.25M 0.1% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,084 shares; 2024Q4: 14,296 shares; 2025Q1: 14,346 shares; 2025Q2: 14,350 shares; 2025Q3: 14,407 shares 14,407 $4.07M 0.09% +57 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: 7,424 shares; 2024Q4: 7,435 shares; 2025Q1: 7,558 shares; 2025Q2: 7,755 shares; 2025Q3: 7,909 shares 7,909 $3.79M 0.09% +154 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,620 shares; 2024Q4: 9,784 shares; 2025Q1: 19,249 shares; 2025Q2: 15,201 shares; 2025Q3: 15,201 shares 15,201 $3.76M 0.09% 0 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: 2,363 shares; 2024Q4: 3,183 shares; 2025Q1: 4,704 shares; 2025Q2: 2,860 shares; 2025Q3: 5,931 shares 5,931 $3.63M 0.08% +3,071 Timeline EDV 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: 9,766 shares; 2024Q4: 7,766 shares; 2025Q1: 15,866 shares; 2025Q2: 15,866 shares; 2025Q3: 52,741 shares 52,741 $3.61M 0.08% +36,875 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: 12,382 shares; 2024Q4: 12,287 shares; 2025Q1: 12,485 shares; 2025Q2: 14,575 shares; 2025Q3: 19,229 shares 19,229 $3.51M 0.08% +4,654 Timeline UYG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,801 shares; 2024Q4: 27,801 shares; 2025Q1: 27,801 shares; 2025Q2: 34,801 shares; 2025Q3: 34,801 shares 34,801 $3.45M 0.08% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,207 shares; 2024Q4: 12,065 shares; 2025Q1: 12,050 shares; 2025Q2: 12,325 shares; 2025Q3: 12,000 shares 12,000 $3.38M 0.08% -325 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,422 shares; 2024Q4: 15,561 shares; 2025Q1: 15,879 shares; 2025Q2: 16,250 shares; 2025Q3: 16,251 shares 16,251 $3.07M 0.07% +1 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,206 shares; 2024Q4: 38,206 shares; 2025Q1: 38,206 shares; 2025Q2: 38,206 shares; 2025Q3: 38,206 shares 38,206 $3.05M 0.07% 0 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: 5,346 shares; 2024Q4: 4,578 shares; 2025Q1: 4,517 shares; 2025Q2: 4,521 shares; 2025Q3: 6,096 shares 6,096 $3.04M 0.07% +1,575 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: 6,027 shares; 2024Q4: 6,596 shares; 2025Q1: 6,142 shares; 2025Q2: 8,769 shares; 2025Q3: 8,745 shares 8,745 $3.02M 0.07% -24 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,262 shares; 2024Q4: 18,333 shares; 2025Q1: 18,213 shares; 2025Q2: 19,226 shares; 2025Q3: 19,226 shares 19,226 $2.92M 0.07% 0 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: 18,025 shares; 2024Q4: 18,347 shares; 2025Q1: 18,452 shares; 2025Q2: 18,660 shares; 2025Q3: 18,497 shares 18,497 $2.84M 0.07% -163 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: 25,500 shares; 2024Q4: 25,623 shares; 2025Q1: 25,699 shares; 2025Q2: 26,931 shares; 2025Q3: 26,712 shares 26,712 $2.75M 0.06% -219 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: 14,341 shares; 2024Q4: 14,236 shares; 2025Q1: 14,248 shares; 2025Q2: 14,007 shares; 2025Q3: 17,622 shares 17,622 $2.74M 0.06% +3,615 Timeline TLT 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: 784,083 shares; 2025Q1: 404,630 shares; 2025Q2: 91,079 shares; 2025Q3: 30,149 shares 30,149 $2.69M 0.06% -60,930 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: 8,119 shares; 2024Q4: 7,785 shares; 2025Q1: 11,071 shares; 2025Q2: 7,863 shares; 2025Q3: 8,051 shares 8,051 $2.64M 0.06% +188 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: 7,077 shares; 2024Q4: 6,979 shares; 2025Q1: 6,962 shares; 2025Q2: 7,560 shares; 2025Q3: 7,564 shares 7,564 $2.58M 0.06% +4 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,760 shares; 2024Q4: 19,760 shares; 2025Q1: 19,760 shares; 2025Q2: 19,760 shares; 2025Q3: 19,784 shares 19,784 $2.58M 0.06% +24 Timeline EET PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,520 shares; 2024Q4: 33,520 shares; 2025Q1: 33,520 shares; 2025Q2: 33,520 shares; 2025Q3: 33,520 shares 33,520 $2.57M 0.06% 0 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,166 shares; 2025Q2: 28,257 shares; 2025Q3: 29,249 shares 29,249 $2.52M 0.06% +992 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: 6,510 shares; 2024Q4: 6,500 shares; 2025Q1: 6,339 shares; 2025Q2: 6,287 shares; 2025Q3: 6,182 shares 6,182 $2.5M 0.06% -105 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: 26,173 shares; 2024Q4: 25,555 shares; 2025Q1: 25,549 shares; 2025Q2: 25,549 shares; 2025Q3: 25,549 shares 25,549 $2.5M 0.06% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,597 shares; 2024Q4: 43,730 shares; 2025Q1: 43,450 shares; 2025Q2: 43,399 shares; 2025Q3: 45,210 shares 45,210 $2.45M 0.06% +1,811 Timeline ICF 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: 37,592 shares; 2024Q4: 37,468 shares; 2025Q1: 37,468 shares; 2025Q2: 38,268 shares; 2025Q3: 38,268 shares 38,268 $2.36M 0.05% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,896 shares; 2024Q4: 9,359 shares; 2025Q1: 9,044 shares; 2025Q2: 9,044 shares; 2025Q3: 9,048 shares 9,048 $2.35M 0.05% +4 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: 5,868 shares; 2024Q4: 5,868 shares; 2025Q1: 5,883 shares; 2025Q2: 6,184 shares; 2025Q3: 6,171 shares 6,171 $2.31M 0.05% -13 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares 25,000 $2.28M 0.05% 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: 9,054 shares; 2024Q4: 9,365 shares; 2025Q1: 9,940 shares; 2025Q2: 9,170 shares; 2025Q3: 10,418 shares 10,418 $2.25M 0.05% +1,248 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: 10,390 shares; 2024Q4: 8,358 shares; 2025Q1: 6,680 shares; 2025Q2: 7,458 shares; 2025Q3: 10,538 shares 10,538 $2.24M 0.05% +3,080 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,270 shares; 2024Q4: 2,270 shares; 2025Q1: 2,270 shares; 2025Q2: 3,441 shares; 2025Q3: 3,488 shares 3,488 $2.13M 0.05% +47 Timeline VSS 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: 12,891 shares; 2024Q4: 21,118 shares; 2025Q1: 19,674 shares; 2025Q2: 14,129 shares; 2025Q3: 14,814 shares 14,814 $2.11M 0.05% +685 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,082 shares; 2025Q2: 9,182 shares; 2025Q3: 31,909 shares 31,909 $2.07M 0.05% +22,727 Timeline UPV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,060 shares; 2024Q4: 24,060 shares; 2025Q1: 24,060 shares; 2025Q2: 24,060 shares; 2025Q3: 24,060 shares 24,060 $1.99M 0.05% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,733 shares; 2024Q4: 24,537 shares; 2025Q1: 24,537 shares; 2025Q2: 24,609 shares; 2025Q3: 24,846 shares 24,846 $1.98M 0.05% +237 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: 50,831 shares; 2024Q4: 50,831 shares; 2025Q1: 51,047 shares; 2025Q2: 50,831 shares; 2025Q3: 50,831 shares 50,831 $1.96M 0.05% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,774 shares; 2024Q4: 7,801 shares; 2025Q1: 8,157 shares; 2025Q2: 7,759 shares; 2025Q3: 7,937 shares 7,937 $1.88M 0.04% +178 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,620 shares; 2024Q4: 5,757 shares; 2025Q1: 5,780 shares; 2025Q2: 5,905 shares; 2025Q3: 5,508 shares 5,508 $1.82M 0.04% -397 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,174 shares; 2024Q4: 5,168 shares; 2025Q1: 5,158 shares; 2025Q2: 5,173 shares; 2025Q3: 5,173 shares 5,173 $1.79M 0.04% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,266 shares; 2024Q4: 2,286 shares; 2025Q1: 3,763 shares; 2025Q2: 3,686 shares; 2025Q3: 3,681 shares 3,681 $1.79M 0.04% -5 Timeline GAIN GLADSTONE INVT CORP More: the full row for GLADSTONE INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 108,000 shares; 2025Q1: 112,500 shares; 2025Q2: 112,500 shares; 2025Q3: 128,000 shares 128,000 $1.77M 0.04% +15,500 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: 10,230 shares; 2024Q4: 7,262 shares; 2025Q1: 7,093 shares; 2025Q2: 10,593 shares; 2025Q3: 10,541 shares 10,541 $1.76M 0.04% -52 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: 4,872 shares; 2024Q4: 4,962 shares; 2025Q1: 4,893 shares; 2025Q2: 4,942 shares; 2025Q3: 4,937 shares 4,937 $1.75M 0.04% -5 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,250 shares; 2024Q4: 26,608 shares; 2025Q1: 26,489 shares; 2025Q2: 27,039 shares; 2025Q3: 28,528 shares 28,528 $1.75M 0.04% +1,489 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: 25,699 shares; 2024Q4: 25,891 shares; 2025Q1: 24,499 shares; 2025Q2: 24,943 shares; 2025Q3: 25,353 shares 25,353 $1.73M 0.04% +410 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: 1,660 shares; 2024Q4: 2,141 shares; 2025Q1: 2,025 shares; 2025Q2: 2,025 shares; 2025Q3: 2,203 shares 2,203 $1.64M 0.04% +178 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: 22,980 shares; 2024Q4: 34,234 shares; 2025Q1: 34,642 shares; 2025Q2: 34,382 shares; 2025Q3: 36,812 shares 36,812 $1.62M 0.04% +2,430 Timeline DDM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,449 shares; 2024Q4: 12,449 shares; 2025Q1: 12,449 shares; 2025Q2: 15,018 shares; 2025Q3: 15,018 shares 15,018 $1.61M 0.04% 0 Timeline ACWX 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: 21,258 shares; 2024Q4: 24,094 shares; 2025Q1: 24,094 shares; 2025Q2: 24,094 shares; 2025Q3: 24,094 shares 24,094 $1.57M 0.04% 0 Timeline UGL PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,284 shares; 2024Q4: 11,284 shares; 2025Q1: 11,284 shares; 2025Q2: 35,936 shares; 2025Q3: 33,636 shares 33,636 $1.55M 0.04% -2,300 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,730 shares; 2024Q4: 4,606 shares; 2025Q1: 4,619 shares; 2025Q2: 5,022 shares; 2025Q3: 5,122 shares 5,122 $1.54M 0.04% +100 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,560 shares; 2024Q4: 19,477 shares; 2025Q1: 19,472 shares; 2025Q2: 20,142 shares; 2025Q3: 20,139 shares 20,139 $1.47M 0.03% -3 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: 26,992 shares; 2024Q4: 27,644 shares; 2025Q1: 27,790 shares; 2025Q2: 28,291 shares; 2025Q3: 28,430 shares 28,430 $1.47M 0.03% +139 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: 7,660 shares; 2025Q1: 7,823 shares; 2025Q2: 7,796 shares; 2025Q3: 10,594 shares 10,594 $1.42M 0.03% +2,798 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,369 shares; 2024Q4: 11,369 shares; 2025Q1: 11,469 shares; 2025Q2: 10,311 shares; 2025Q3: 10,311 shares 10,311 $1.41M 0.03% 0 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,558 shares; 2024Q4: 33,558 shares; 2025Q1: 33,558 shares; 2025Q2: 33,558 shares; 2025Q3: 33,558 shares 33,558 $1.41M 0.03% 0 Timeline SCHV 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: 12,477 shares; 2024Q4: 47,593 shares; 2025Q1: 47,607 shares; 2025Q2: 40,834 shares; 2025Q3: 46,414 shares 46,414 $1.35M 0.03% +5,580 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: 8,571 shares; 2024Q4: 8,754 shares; 2025Q1: 8,523 shares; 2025Q2: 8,260 shares; 2025Q3: 8,260 shares 8,260 $1.34M 0.03% 0 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,226 shares; 2024Q4: 5,226 shares; 2025Q1: 5,226 shares; 2025Q2: 5,226 shares; 2025Q3: 5,297 shares 5,297 $1.29M 0.03% +71 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: 4,700 shares; 2024Q4: 5,306 shares; 2025Q1: 5,200 shares; 2025Q2: 5,317 shares; 2025Q3: 7,520 shares 7,520 $1.25M 0.03% +2,203 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: 10,143 shares; 2024Q4: 10,143 shares; 2025Q1: 10,143 shares; 2025Q2: 10,143 shares; 2025Q3: 10,143 shares 10,143 $1.22M 0.03% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,418 shares; 2024Q4: 4,495 shares; 2025Q1: 4,459 shares; 2025Q2: 6,564 shares; 2025Q3: 6,643 shares 6,643 $1.22M 0.03% +79 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: 1,754 shares; 2024Q4: 5,720 shares; 2025Q1: 5,600 shares; 2025Q2: 5,793 shares; 2025Q3: 5,845 shares 5,845 $1.19M 0.03% +52 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,534 shares; 2024Q4: 11,949 shares; 2025Q1: 11,949 shares; 2025Q2: 12,418 shares; 2025Q3: 12,534 shares 12,534 $1.19M 0.03% +116 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,495 shares; 2024Q4: 1,500 shares; 2025Q1: 1,484 shares; 2025Q2: 1,475 shares; 2025Q3: 1,488 shares 1,488 $1.18M 0.03% +13 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: 5,500 shares; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,700 shares; 2025Q3: 5,992 shares 5,992 $1.17M 0.03% +292 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: 13,899 shares; 2024Q4: 14,940 shares; 2025Q1: 16,008 shares; 2025Q2: 15,711 shares; 2025Q3: 15,121 shares 15,121 $1.14M 0.03% -590 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: 1,906 shares; 2024Q4: 1,906 shares; 2025Q1: 1,956 shares; 2025Q2: 1,894 shares; 2025Q3: 1,894 shares 1,894 $1.13M 0.03% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,314 shares; 2024Q4: 15,206 shares; 2025Q1: 19,380 shares; 2025Q2: 17,129 shares; 2025Q3: 17,290 shares 17,290 $1.13M 0.03% +161 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: 5,011 shares; 2024Q4: 4,916 shares; 2025Q1: 4,918 shares; 2025Q2: 5,192 shares; 2025Q3: 5,354 shares 5,354 $1.13M 0.03% +162 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,329 shares; 2024Q4: 11,329 shares; 2025Q1: 11,329 shares; 2025Q2: 11,329 shares; 2025Q3: 11,329 shares 11,329 $1.09M 0.03% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,387 shares; 2024Q4: 57,077 shares; 2025Q1: 40,332 shares; 2025Q2: 40,809 shares; 2025Q3: 40,974 shares 40,974 $1.08M 0.02% +165 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,132 shares; 2024Q4: 8,050 shares; 2025Q1: 7,984 shares; 2025Q2: 8,542 shares; 2025Q3: 8,603 shares 8,603 $1.06M 0.02% +61 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 2,500 shares 2,500 $1.06M 0.02% -1,000 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,239 shares; 2024Q4: 4,239 shares; 2025Q1: 4,239 shares; 2025Q2: 4,285 shares; 2025Q3: 4,085 shares 4,085 $1.06M 0.02% -200 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: 3,205 shares; 2024Q4: 3,473 shares; 2025Q1: 3,413 shares; 2025Q2: 3,949 shares; 2025Q3: 3,909 shares 3,909 $1.06M 0.02% -40 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,834 shares; 2024Q4: 12,210 shares; 2025Q1: 10,256 shares; 2025Q2: 10,467 shares; 2025Q3: 10,626 shares 10,626 $1.06M 0.02% +159 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: 8,167 shares; 2024Q4: 8,943 shares; 2025Q1: 9,969 shares; 2025Q2: 8,530 shares; 2025Q3: 8,612 shares 8,612 $1.02M 0.02% +82 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: 1,641 shares; 2024Q4: 2,113 shares; 2025Q1: 2,098 shares; 2025Q2: 2,103 shares; 2025Q3: 2,125 shares 2,125 $1.01M 0.02% +22 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,728 shares; 2025Q1: 2,728 shares; 2025Q2: 2,728 shares; 2025Q3: 2,741 shares 2,741 $1.01M 0.02% +13 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: 3,832 shares; 2024Q4: 3,936 shares; 2025Q1: 3,720 shares; 2025Q2: 3,469 shares; 2025Q3: 3,589 shares 3,589 $1.01M 0.02% +120 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: 29,659 shares; 2024Q4: 35,911 shares; 2025Q1: 34,222 shares; 2025Q2: 33,835 shares; 2025Q3: 35,615 shares 35,615 $1.01M 0.02% +1,780 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,810 shares; 2024Q4: 3,718 shares; 2025Q1: 4,654 shares; 2025Q2: 5,741 shares; 2025Q3: 5,745 shares 5,745 $982K 0.02% +4 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,546 shares; 2025Q1: 18,744 shares; 2025Q2: 22,046 shares; 2025Q3: 42,046 shares 42,046 $979K 0.02% +20,000 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: 3,085 shares; 2024Q4: 3,292 shares; 2025Q1: 3,337 shares; 2025Q2: 3,376 shares; 2025Q3: 3,237 shares 3,237 $951K 0.02% -139 Timeline GWX 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: 23,168 shares; 2024Q4: 23,168 shares; 2025Q1: 23,168 shares; 2025Q2: 23,168 shares; 2025Q3: 23,168 shares 23,168 $931K 0.02% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,554 shares; 2024Q4: 4,661 shares; 2025Q1: 4,717 shares; 2025Q2: 4,732 shares; 2025Q3: 4,685 shares 4,685 $929K 0.02% -47 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,835 shares; 2024Q4: 3,889 shares; 2025Q1: 3,845 shares; 2025Q2: 3,951 shares; 2025Q3: 3,836 shares 3,836 $919K 0.02% -115 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,481 shares; 2024Q4: 1,481 shares; 2025Q1: 1,481 shares; 2025Q2: 1,481 shares; 2025Q3: 2,111 shares 2,111 $919K 0.02% +630 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,667 shares; 2024Q4: 6,667 shares; 2025Q1: 6,667 shares; 2025Q2: 6,667 shares; 2025Q3: 6,667 shares 6,667 $918K 0.02% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,491 shares; 2024Q4: 17,080 shares; 2025Q1: 17,052 shares; 2025Q2: 17,529 shares; 2025Q3: 16,915 shares 16,915 $911K 0.02% -614 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,692 shares; 2024Q4: 2,928 shares; 2025Q1: 2,828 shares; 2025Q2: 2,860 shares; 2025Q3: 2,802 shares 2,802 $907K 0.02% -58 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 973 shares; 2025Q3: 978 shares 978 $900K 0.02% +5 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: 3,955 shares; 2024Q4: 3,657 shares; 2025Q1: 3,632 shares; 2025Q2: 3,833 shares; 2025Q3: 3,632 shares 3,632 $879K 0.02% -201 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: 2,773 shares; 2024Q4: 2,809 shares; 2025Q1: 2,773 shares; 2025Q2: 2,773 shares; 2025Q3: 2,777 shares 2,777 $855K 0.02% +4 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: 13,160 shares; 2024Q4: 13,028 shares; 2025Q1: 13,028 shares; 2025Q2: 12,680 shares; 2025Q3: 12,680 shares 12,680 $853K 0.02% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,311 shares; 2024Q4: 2,320 shares; 2025Q1: 2,361 shares; 2025Q2: 2,342 shares; 2025Q3: 2,396 shares 2,396 $845K 0.02% +54 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: 2,285 shares; 2024Q4: 2,285 shares; 2025Q1: 2,285 shares; 2025Q2: 2,492 shares; 2025Q3: 2,492 shares 2,492 $820K 0.02% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,345 shares; 2024Q4: 3,345 shares; 2025Q1: 2,843 shares; 2025Q2: 3,056 shares; 2025Q3: 3,308 shares 3,308 $816K 0.02% +252 Timeline OXM OXFORD INDS INC More: the full row for OXFORD INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,573 shares; 2024Q4: 12,573 shares; 2025Q1: 20,095 shares; 2025Q2: 20,095 shares; 2025Q3: 20,095 shares 20,095 $815K 0.02% 0 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: 15,829 shares; 2024Q4: 15,583 shares; 2025Q1: 15,860 shares; 2025Q2: 14,624 shares; 2025Q3: 14,624 shares 14,624 $809K 0.02% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,477 shares; 2024Q4: 2,552 shares; 2025Q1: 4,131 shares; 2025Q2: 2,477 shares; 2025Q3: 2,708 shares 2,708 $806K 0.02% +231 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,057 shares; 2024Q4: 4,057 shares; 2025Q1: 7,157 shares; 2025Q2: 7,157 shares; 2025Q3: 7,157 shares 7,157 $803K 0.02% 0 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: 11,869 shares; 2024Q4: 12,489 shares; 2025Q1: 11,548 shares; 2025Q2: 11,391 shares; 2025Q3: 12,119 shares 12,119 $801K 0.02% +728 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: 5,694 shares; 2024Q4: 5,581 shares; 2025Q1: 6,278 shares; 2025Q2: 6,228 shares; 2025Q3: 5,721 shares 5,721 $796K 0.02% -507 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,156 shares; 2024Q4: 11,156 shares; 2025Q1: 5,506 shares; 2025Q2: 5,506 shares; 2025Q3: 5,506 shares 5,506 $795K 0.02% 0 Timeline QQMG 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: 16,299 shares; 2024Q4: 17,776 shares; 2025Q1: 17,776 shares; 2025Q2: 19,267 shares; 2025Q3: 19,116 shares 19,116 $790K 0.02% -151 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,537 shares; 2024Q4: 4,518 shares; 2025Q1: 4,436 shares; 2025Q2: 4,834 shares; 2025Q3: 4,869 shares 4,869 $788K 0.02% +35 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: 4,134 shares; 2024Q4: 4,214 shares; 2025Q1: 4,577 shares; 2025Q2: 4,214 shares; 2025Q3: 4,219 shares 4,219 $787K 0.02% +5 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,660 shares; 2024Q4: 1,660 shares; 2025Q1: 1,660 shares; 2025Q2: 1,678 shares; 2025Q3: 1,703 shares 1,703 $779K 0.02% +25 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,448 shares; 2024Q4: 5,448 shares; 2025Q1: 5,448 shares; 2025Q2: 5,448 shares; 2025Q3: 5,448 shares 5,448 $774K 0.02% 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: 11,647 shares; 2024Q4: 12,279 shares; 2025Q1: 11,132 shares; 2025Q2: 11,247 shares; 2025Q3: 11,565 shares 11,565 $767K 0.02% +318 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,321 shares; 2024Q4: 1,306 shares; 2025Q1: 1,306 shares; 2025Q2: 1,648 shares; 2025Q3: 1,642 shares 1,642 $761K 0.02% -6 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: 7,789 shares; 2024Q4: 6,689 shares; 2025Q1: 5,988 shares; 2025Q2: 6,562 shares; 2025Q3: 6,633 shares 6,633 $759K 0.02% +71 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: 7,866 shares; 2024Q4: 7,866 shares; 2025Q1: 7,866 shares; 2025Q2: 7,866 shares; 2025Q3: 7,866 shares 7,866 $748K 0.02% 0 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: 4,807 shares; 2024Q4: 4,992 shares; 2025Q1: 4,816 shares; 2025Q2: 4,813 shares; 2025Q3: 4,819 shares 4,819 $748K 0.02% +6 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: 33,510 shares; 2024Q4: 28,043 shares; 2025Q1: 27,882 shares; 2025Q2: 28,891 shares; 2025Q3: 29,181 shares 29,181 $744K 0.02% +290 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,856 shares; 2024Q4: 3,883 shares; 2025Q1: 3,912 shares; 2025Q2: 3,940 shares; 2025Q3: 3,968 shares 3,968 $742K 0.02% +28 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: 3,606 shares; 2024Q4: 3,613 shares; 2025Q1: 3,582 shares; 2025Q2: 3,671 shares; 2025Q3: 3,679 shares 3,679 $739K 0.02% +8 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: 5,016 shares; 2025Q1: 5,016 shares; 2025Q2: 5,056 shares; 2025Q3: 5,047 shares 5,047 $735K 0.02% -9 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,106 shares; 2024Q4: 17,106 shares; 2025Q1: 17,106 shares; 2025Q2: 17,106 shares; 2025Q3: 17,106 shares 17,106 $734K 0.02% 0 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: 14,348 shares; 2024Q4: 13,774 shares; 2025Q1: 11,917 shares; 2025Q2: 12,069 shares; 2025Q3: 12,022 shares 12,022 $733K 0.02% -47 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,092 shares; 2024Q4: 1,061 shares; 2025Q1: 1,064 shares; 2025Q2: 1,166 shares; 2025Q3: 1,191 shares 1,191 $732K 0.02% +25 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,031 shares; 2024Q4: 3,309 shares; 2025Q1: 2,351 shares; 2025Q2: 2,699 shares; 2025Q3: 2,878 shares 2,878 $723K 0.02% +179 Timeline BINC 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: not reported; 2024Q4: 13,475 shares; 2025Q1: 13,475 shares; 2025Q2: 13,475 shares; 2025Q3: 13,475 shares 13,475 $717K 0.02% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,628 shares; 2024Q4: 4,805 shares; 2025Q1: 4,975 shares; 2025Q2: 4,861 shares; 2025Q3: 4,856 shares 4,856 $702K 0.02% -5 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: 2,743 shares; 2024Q4: 3,286 shares; 2025Q1: 3,407 shares; 2025Q2: 3,150 shares; 2025Q3: 3,161 shares 3,161 $682K 0.02% +11 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: 7,395 shares; 2024Q4: 7,577 shares; 2025Q1: 7,345 shares; 2025Q2: 8,118 shares; 2025Q3: 7,989 shares 7,989 $671K 0.02% -129 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: 1,100 shares; 2024Q4: 1,086 shares; 2025Q1: 1,075 shares; 2025Q2: 1,176 shares; 2025Q3: 1,170 shares 1,170 $666K 0.02% -6 Timeline VSEC VSE CORP More: the full row for VSE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares 4,000 $665K 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: 6,557 shares; 2024Q4: 6,653 shares; 2025Q1: 7,132 shares; 2025Q2: 7,571 shares; 2025Q3: 7,878 shares 7,878 $660K 0.02% +307 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,597 shares; 2024Q4: 5,597 shares; 2025Q1: 4,637 shares; 2025Q2: 4,637 shares; 2025Q3: 4,637 shares 4,637 $649K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,368 shares; 2025Q3: 1,333 shares 1,333 $649K 0.01% -35 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,500 shares; 2024Q4: 4,500 shares; 2025Q1: 6,300 shares; 2025Q2: 6,512 shares; 2025Q3: 6,587 shares 6,587 $629K 0.01% +75 Timeline MASS 908 DEVICES INC More: the full row for 908 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: 71,629 shares 71,629 $627K 0.01% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,833 shares; 2024Q4: 1,919 shares; 2025Q1: 1,822 shares; 2025Q2: 1,829 shares; 2025Q3: 1,869 shares 1,869 $621K 0.01% +40 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,673 shares; 2024Q4: not reported; 2025Q1: 5,288 shares; 2025Q2: 5,965 shares; 2025Q3: 5,499 shares 5,499 $619K 0.01% -466 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,508 shares; 2024Q4: 3,508 shares; 2025Q1: 3,600 shares; 2025Q2: 3,508 shares; 2025Q3: 3,514 shares 3,514 $613K 0.01% +6 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: 3,322 shares; 2024Q4: 7,300 shares; 2025Q1: 7,265 shares; 2025Q2: 7,265 shares; 2025Q3: 7,265 shares 7,265 $611K 0.01% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,431 shares; 2024Q4: 2,424 shares; 2025Q1: 2,424 shares; 2025Q2: 2,454 shares; 2025Q3: 2,535 shares 2,535 $607K 0.01% +81 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: 5,555 shares; 2024Q4: 5,361 shares; 2025Q1: 5,436 shares; 2025Q2: 5,829 shares; 2025Q3: 5,835 shares 5,835 $592K 0.01% +6 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: 1,978 shares; 2024Q4: 1,913 shares; 2025Q1: 1,992 shares; 2025Q2: 1,937 shares; 2025Q3: 1,937 shares 1,937 $592K 0.01% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,425 shares; 2024Q4: 3,425 shares; 2025Q1: 3,525 shares; 2025Q2: 3,477 shares; 2025Q3: 3,951 shares 3,951 $587K 0.01% +474 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: 15,141 shares; 2024Q4: 15,304 shares; 2025Q1: 15,357 shares; 2025Q2: 15,149 shares; 2025Q3: 14,754 shares 14,754 $578K 0.01% -395 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: 1,094 shares; 2024Q4: 979 shares; 2025Q1: 1,009 shares; 2025Q2: 1,009 shares; 2025Q3: 1,166 shares 1,166 $572K 0.01% +157 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,715 shares; 2024Q4: 1,718 shares; 2025Q1: not reported; 2025Q2: 4,289 shares; 2025Q3: 4,291 shares 4,291 $558K 0.01% +2 Timeline VAC MARRIOTT VACATIONS WORLDWIDE More: the full row for MARRIOTT VACATIONS WORLDWIDE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,220 shares; 2024Q4: 8,188 shares; 2025Q1: 8,188 shares; 2025Q2: 8,188 shares; 2025Q3: 8,188 shares 8,188 $545K 0.01% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,914 shares; 2024Q4: 2,117 shares; 2025Q1: 2,726 shares; 2025Q2: 2,171 shares; 2025Q3: 2,121 shares 2,121 $539K 0.01% -50 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,914 shares; 2024Q4: 5,899 shares; 2025Q1: 5,847 shares; 2025Q2: 6,529 shares; 2025Q3: 6,316 shares 6,316 $534K 0.01% -213 Timeline IXJ 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: 6,000 shares 6,000 $532K 0.01% new Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,233 shares; 2024Q4: 4,567 shares; 2025Q1: 3,904 shares; 2025Q2: 3,568 shares; 2025Q3: 3,710 shares 3,710 $523K 0.01% +142 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: 830 shares; 2024Q4: 806 shares; 2025Q1: 806 shares; 2025Q2: 900 shares; 2025Q3: 800 shares 800 $520K 0.01% -100 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,305 shares; 2024Q4: 2,282 shares; 2025Q1: 2,294 shares; 2025Q2: 2,353 shares; 2025Q3: 2,353 shares 2,353 $520K 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: 3,484 shares; 2024Q4: 3,345 shares; 2025Q1: 3,310 shares; 2025Q2: 3,496 shares; 2025Q3: 3,305 shares 3,305 $510K 0.01% -191 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,826 shares; 2024Q4: 5,786 shares; 2025Q1: 5,689 shares; 2025Q2: 7,195 shares; 2025Q3: 5,671 shares 5,671 $507K 0.01% -1,524 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: 14,942 shares; 2024Q4: 8,422 shares; 2025Q1: 8,130 shares; 2025Q2: 7,566 shares; 2025Q3: 7,466 shares 7,466 $506K 0.01% -100 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,235 shares; 2024Q4: 4,235 shares; 2025Q1: 4,200 shares; 2025Q2: 4,200 shares; 2025Q3: 4,521 shares 4,521 $505K 0.01% +321 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: 4,143 shares; 2024Q4: 4,086 shares; 2025Q1: 3,924 shares; 2025Q2: 3,924 shares; 2025Q3: 6,695 shares 6,695 $498K 0.01% +2,771 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,240 shares 2,240 $498K 0.01% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,328 shares; 2024Q4: 4,621 shares; 2025Q1: 5,093 shares; 2025Q2: 5,361 shares; 2025Q3: 5,236 shares 5,236 $495K 0.01% -125 Timeline GIB CGI INC More: the full row for CGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,165 shares; 2024Q4: 7,165 shares; 2025Q1: 5,478 shares; 2025Q2: 5,478 shares; 2025Q3: 5,478 shares 5,478 $488K 0.01% 0 Timeline UDOW PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,401 shares; 2024Q4: 4,401 shares; 2025Q1: 7,501 shares; 2025Q2: 4,501 shares; 2025Q3: 4,501 shares 4,501 $482K 0.01% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,666 shares; 2024Q4: 13,771 shares; 2025Q1: 14,239 shares; 2025Q2: 14,974 shares; 2025Q3: 15,173 shares 15,173 $477K 0.01% +199 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,142 shares; 2024Q4: 15,160 shares; 2025Q1: 15,180 shares; 2025Q2: 15,200 shares; 2025Q3: 15,220 shares 15,220 $474K 0.01% +20 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,052 shares; 2024Q4: 6,607 shares; 2025Q1: 6,929 shares; 2025Q2: 7,507 shares; 2025Q3: 7,508 shares 7,508 $469K 0.01% +1 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,530 shares; 2024Q4: 10,903 shares; 2025Q1: 9,995 shares; 2025Q2: 10,113 shares; 2025Q3: 10,113 shares 10,113 $462K 0.01% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,697 shares; 2024Q4: 5,939 shares; 2025Q1: 5,874 shares; 2025Q2: 5,468 shares; 2025Q3: 6,601 shares 6,601 $460K 0.01% +1,133 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,561 shares; 2024Q4: 1,528 shares; 2025Q1: 1,529 shares; 2025Q2: 1,560 shares; 2025Q3: 1,566 shares 1,566 $460K 0.01% +6 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,150 shares; 2025Q1: 20,996 shares; 2025Q2: 15,560 shares; 2025Q3: 9,446 shares 9,446 $457K 0.01% -6,114 Timeline EVUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,910 shares; 2025Q1: 12,910 shares; 2025Q2: 14,425 shares; 2025Q3: 14,425 shares 14,425 $454K 0.01% 0 Timeline 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: 9,138 shares; 2024Q4: 9,138 shares; 2025Q1: 9,138 shares; 2025Q2: 9,138 shares; 2025Q3: 10,638 shares 10,638 $451K 0.01% +1,500 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,880 shares; 2024Q4: 5,886 shares; 2025Q1: 5,833 shares; 2025Q2: 5,839 shares; 2025Q3: 5,840 shares 5,840 $447K 0.01% +1 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: 2,216 shares; 2024Q4: 2,001 shares; 2025Q1: 2,045 shares; 2025Q2: 3,046 shares; 2025Q3: 3,055 shares 3,055 $445K 0.01% +9 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,098 shares; 2024Q4: 2,098 shares; 2025Q1: 2,098 shares; 2025Q2: 2,143 shares; 2025Q3: 2,153 shares 2,153 $434K 0.01% +10 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: 14,740 shares; 2024Q4: 15,409 shares; 2025Q1: 13,737 shares; 2025Q2: 14,257 shares; 2025Q3: 12,886 shares 12,886 $432K 0.01% -1,371 Timeline UWM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,181 shares; 2024Q4: 9,181 shares; 2025Q1: 8,941 shares; 2025Q2: 9,288 shares; 2025Q3: 9,288 shares 9,288 $431K 0.01% 0 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,216 shares; 2024Q4: 6,216 shares; 2025Q1: 6,216 shares; 2025Q2: 6,216 shares; 2025Q3: 6,216 shares 6,216 $427K 0.01% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 872 shares; 2024Q4: 885 shares; 2025Q1: 862 shares; 2025Q2: 888 shares; 2025Q3: 895 shares 895 $425K 0.01% +7 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,023 shares; 2025Q2: 5,003 shares; 2025Q3: 5,036 shares 5,036 $425K 0.01% +33 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: 10,939 shares; 2024Q4: 9,493 shares; 2025Q1: 9,169 shares; 2025Q2: 9,123 shares; 2025Q3: 9,225 shares 9,225 $416K 0.01% +102 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: 5,673 shares; 2024Q4: 5,673 shares; 2025Q1: 5,673 shares; 2025Q2: 5,673 shares; 2025Q3: 5,673 shares 5,673 $411K 0.01% 0 Timeline SCHE 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: 15,373 shares; 2025Q1: 15,643 shares; 2025Q2: 12,164 shares; 2025Q3: 12,211 shares 12,211 $407K 0.01% +47 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93 shares; 2024Q4: 93 shares; 2025Q1: 91 shares; 2025Q2: 93 shares; 2025Q3: 93 shares 93 $399K 0.01% 0 Timeline PSCT INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: not reported; 2025Q1: 7,500 shares; 2025Q2: not reported; 2025Q3: 7,500 shares 7,500 $398K 0.01% new Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,415 shares; 2024Q4: 17,415 shares; 2025Q1: 17,415 shares; 2025Q2: 17,415 shares; 2025Q3: 17,415 shares 17,415 $394K 0.01% 0 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,613 shares; 2024Q4: 16,645 shares; 2025Q1: 14,613 shares; 2025Q2: 14,613 shares; 2025Q3: 15,079 shares 15,079 $393K 0.01% +466 Timeline SLYG 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: 4,076 shares; 2024Q4: 4,076 shares; 2025Q1: 4,076 shares; 2025Q2: 4,076 shares; 2025Q3: 4,076 shares 4,076 $384K 0.01% 0 Timeline IYY 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: 2,331 shares; 2024Q4: 2,331 shares; 2025Q1: 2,331 shares; 2025Q2: 2,331 shares; 2025Q3: 2,331 shares 2,331 $379K 0.01% 0 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,500 shares; 2025Q1: 3,000 shares; 2025Q2: 3,003 shares; 2025Q3: 3,003 shares 3,003 $378K 0.01% 0 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,480 shares; 2024Q4: 8,480 shares; 2025Q1: 8,480 shares; 2025Q2: 8,480 shares; 2025Q3: 8,480 shares 8,480 $378K 0.01% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,716 shares; 2024Q4: 5,195 shares; 2025Q1: 5,195 shares; 2025Q2: 5,195 shares; 2025Q3: 5,178 shares 5,178 $377K 0.01% -17 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: 1,283 shares; 2024Q4: 2,207 shares; 2025Q1: 2,228 shares; 2025Q2: 2,207 shares; 2025Q3: 2,207 shares 2,207 $372K 0.01% 0 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,960 shares; 2024Q4: 1,979 shares; 2025Q1: 1,860 shares; 2025Q2: 1,783 shares; 2025Q3: 1,806 shares 1,806 $371K 0.01% +23 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,183 shares; 2025Q1: 5,133 shares; 2025Q2: 5,133 shares; 2025Q3: 5,133 shares 5,133 $370K 0.01% 0 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,348 shares; 2024Q4: 5,348 shares; 2025Q1: 5,394 shares; 2025Q2: 5,348 shares; 2025Q3: 5,348 shares 5,348 $364K 0.01% 0 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,124 shares; 2024Q4: 7,124 shares; 2025Q1: 7,124 shares; 2025Q2: 7,124 shares; 2025Q3: 7,124 shares 7,124 $363K 0.01% 0 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,734 shares; 2024Q4: 7,734 shares; 2025Q1: 7,734 shares; 2025Q2: 7,833 shares; 2025Q3: 8,360 shares 8,360 $359K 0.01% +527 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,241 shares; 2025Q3: 3,241 shares 3,241 $353K 0.01% 0 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,570 shares; 2024Q4: 3,821 shares; 2025Q1: 3,860 shares; 2025Q2: 3,904 shares; 2025Q3: 3,855 shares 3,855 $350K 0.01% -49 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,022 shares; 2025Q3: 6,022 shares 6,022 $346K 0.01% +1,000 Timeline MZTI MARZETTI COMPANY More: the full row for MARZETTI COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,002 shares; 2024Q4: 2,002 shares; 2025Q1: 2,002 shares; 2025Q2: 2,002 shares; 2025Q3: 2,002 shares 2,002 $346K 0.01% 0 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,422 shares; 2024Q4: 7,422 shares; 2025Q1: 7,422 shares; 2025Q2: 7,422 shares; 2025Q3: 7,422 shares 7,422 $343K 0.01% 0 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: 2,400 shares; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares 2,400 $343K 0.01% 0 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,976 shares; 2025Q1: 1,631 shares; 2025Q2: 1,631 shares; 2025Q3: 1,631 shares 1,631 $337K 0.01% 0 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE 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: 5,363 shares; 2025Q3: 5,363 shares 5,363 $336K 0.01% 0 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,595 shares; 2024Q4: 19,597 shares; 2025Q1: 19,601 shares; 2025Q2: 19,596 shares; 2025Q3: 19,599 shares 19,599 $334K 0.01% +3 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,418 shares; 2024Q4: 2,494 shares; 2025Q1: 2,418 shares; 2025Q2: 2,418 shares; 2025Q3: 2,418 shares 2,418 $333K 0.01% 0 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 407 shares; 2025Q1: 427 shares; 2025Q2: 465 shares; 2025Q3: 459 shares 459 $329K 0.01% -6 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,568 shares; 2024Q4: 1,568 shares; 2025Q1: 1,568 shares; 2025Q2: 1,568 shares; 2025Q3: 1,571 shares 1,571 $329K 0.01% +3 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 922 shares; 2024Q4: 922 shares; 2025Q1: 922 shares; 2025Q2: 950 shares; 2025Q3: 950 shares 950 $328K 0.01% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,255 shares; 2024Q4: 7,667 shares; 2025Q1: 7,667 shares; 2025Q2: 7,667 shares; 2025Q3: 7,667 shares 7,667 $328K 0.01% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 778 shares; 2024Q4: 1,204 shares; 2025Q1: 1,186 shares; 2025Q2: 1,351 shares; 2025Q3: 1,379 shares 1,379 $327K 0.01% +28 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: 4,238 shares; 2025Q1: not reported; 2025Q2: 2,112 shares; 2025Q3: 1,953 shares 1,953 $327K 0.01% -159 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: 3,960 shares; 2024Q4: 3,960 shares; 2025Q1: 3,960 shares; 2025Q2: 3,960 shares; 2025Q3: 4,057 shares 4,057 $324K 0.01% +97 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,253 shares; 2024Q4: not reported; 2025Q1: 2,253 shares; 2025Q2: 2,253 shares; 2025Q3: 2,253 shares 2,253 $322K 0.01% 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: 1,055 shares; 2025Q1: not reported; 2025Q2: 1,033 shares; 2025Q3: 1,147 shares 1,147 $320K 0.01% +114 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193 shares; 2024Q4: 195 shares; 2025Q1: 193 shares; 2025Q2: 2,975 shares; 2025Q3: 2,945 shares 2,945 $318K 0.01% -30 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,586 shares; 2024Q4: 1,586 shares; 2025Q1: 1,586 shares; 2025Q2: 1,586 shares; 2025Q3: 1,586 shares 1,586 $316K 0.01% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,786 shares; 2024Q4: 5,286 shares; 2025Q1: 3,786 shares; 2025Q2: 3,786 shares; 2025Q3: 3,786 shares 3,786 $316K 0.01% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,958 shares; 2024Q4: 2,030 shares; 2025Q1: 2,256 shares; 2025Q2: 2,371 shares; 2025Q3: 2,298 shares 2,298 $313K 0.01% -73 Timeline FVCB FVCBANKCORP INC More: the full row for FVCBANKCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,088 shares; 2024Q4: 24,088 shares; 2025Q1: 24,088 shares; 2025Q2: 24,088 shares; 2025Q3: 24,088 shares 24,088 $312K 0.01% 0 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,628 shares; 2024Q4: 1,790 shares; 2025Q1: 1,790 shares; 2025Q2: 1,740 shares; 2025Q3: 1,698 shares 1,698 $308K 0.01% -42 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,225 shares; 2025Q2: 10,225 shares; 2025Q3: 11,430 shares 11,430 $308K 0.01% +1,205 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 538 shares; 2024Q4: 540 shares; 2025Q1: not reported; 2025Q2: 615 shares; 2025Q3: 615 shares 615 $307K 0.01% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,942 shares; 2024Q4: 5,945 shares; 2025Q1: 5,945 shares; 2025Q2: 6,919 shares; 2025Q3: 6,667 shares 6,667 $300K 0.01% -252 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 704 shares; 2025Q3: 704 shares 704 $300K 0.01% 0 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,954 shares; 2024Q4: 7,255 shares; 2025Q1: 7,205 shares; 2025Q2: 7,205 shares; 2025Q3: 7,188 shares 7,188 $295K 0.01% -17 Timeline SPMD 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: 5,425 shares; 2024Q4: 5,953 shares; 2025Q1: 5,055 shares; 2025Q2: 5,059 shares; 2025Q3: 5,078 shares 5,078 $290K 0.01% +19 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,793 shares; 2024Q4: 3,567 shares; 2025Q1: 4,117 shares; 2025Q2: 2,760 shares; 2025Q3: 3,324 shares 3,324 $290K 0.01% +564 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: not reported; 2024Q4: not reported; 2025Q1: 629 shares; 2025Q2: 717 shares; 2025Q3: 642 shares 642 $287K 0.01% -75 Timeline SHV 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: 2,396 shares; 2024Q4: 2,286 shares; 2025Q1: 2,150 shares; 2025Q2: 2,630 shares; 2025Q3: 2,566 shares 2,566 $284K 0.01% -64 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 962 shares; 2024Q4: 1,065 shares; 2025Q1: 987 shares; 2025Q2: 943 shares; 2025Q3: 943 shares 943 $283K 0.01% 0 Timeline IYE 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: 5,888 shares; 2024Q4: 5,888 shares; 2025Q1: 6,298 shares; 2025Q2: 5,888 shares; 2025Q3: 5,888 shares 5,888 $280K 0.01% 0 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: not reported; 2024Q4: 47 shares; 2025Q1: 47 shares; 2025Q2: 57 shares; 2025Q3: 51 shares 51 $276K 0.01% -6 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,068 shares; 2025Q3: 2,068 shares 2,068 $276K 0.01% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,079 shares; 2024Q4: not reported; 2025Q1: 1,128 shares; 2025Q2: not reported; 2025Q3: 1,319 shares 1,319 $275K 0.01% new Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 202 shares; 2025Q1: 200 shares; 2025Q2: 208 shares; 2025Q3: 208 shares 208 $274K 0.01% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,291 shares 7,291 $271K 0.01% new Timeline ESBA EMPIRE ST RLTY OP L P More: the full row for EMPIRE ST RLTY OP L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,605 shares; 2024Q4: 35,727 shares; 2025Q1: 35,890 shares; 2025Q2: 36,042 shares; 2025Q3: 36,199 shares 36,199 $269K 0.01% +157 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,025 shares; 2024Q4: 4,025 shares; 2025Q1: 4,025 shares; 2025Q2: 4,025 shares; 2025Q3: 4,025 shares 4,025 $269K 0.01% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,560 shares; 2025Q1: 3,781 shares; 2025Q2: 3,646 shares; 2025Q3: 3,760 shares 3,760 $269K 0.01% +114 Timeline COAL EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU 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: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares 12,000 $268K 0.01% 0 Timeline BHRB BURKE HERBERT FINL SVCS CORP More: the full row for BURKE HERBERT FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,320 shares; 2024Q4: 4,320 shares; 2025Q1: 4,320 shares; 2025Q2: 4,320 shares; 2025Q3: 4,320 shares 4,320 $267K 0.01% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,582 shares 4,582 $262K 0.01% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,153 shares; 2024Q4: 4,341 shares; 2025Q1: 4,228 shares; 2025Q2: 4,228 shares; 2025Q3: 4,339 shares 4,339 $259K 0.01% +111 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,078 shares; 2025Q2: 2,002 shares; 2025Q3: 2,002 shares 2,002 $259K 0.01% 0 Timeline OKLO OKLO INC More: the full row for OKLO 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: 2,267 shares 2,267 $253K 0.01% new Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 529 shares; 2024Q4: 529 shares; 2025Q1: 530 shares; 2025Q2: 557 shares; 2025Q3: 551 shares 551 $252K 0.01% -6 Timeline IFN ABERDEEN INDIA FD INC More: the full row for ABERDEEN INDIA FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,409 shares; 2024Q4: not reported; 2025Q1: 16,288 shares; 2025Q2: 16,706 shares; 2025Q3: 17,180 shares 17,180 $252K 0.01% +474 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214 shares; 2024Q4: 214 shares; 2025Q1: 214 shares; 2025Q2: 2,140 shares; 2025Q3: 2,140 shares 2,140 $251K 0.01% 0 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 19,900 shares; 2025Q1: 14,400 shares; 2025Q2: not reported; 2025Q3: 9,400 shares 9,400 $248K 0.01% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 251 shares 251 $243K 0.01% new Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,090 shares; 2025Q1: not reported; 2025Q2: 5,090 shares; 2025Q3: 5,090 shares 5,090 $243K 0.01% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,770 shares; 2025Q3: 1,770 shares 1,770 $240K 0.01% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,576 shares; 2024Q4: 9,576 shares; 2025Q1: 9,683 shares; 2025Q2: 9,636 shares; 2025Q3: 9,627 shares 9,627 $239K 0.01% -9 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 560 shares 560 $237K 0.01% new Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,358 shares; 2024Q4: 2,382 shares; 2025Q1: 2,358 shares; 2025Q2: 2,358 shares; 2025Q3: 2,359 shares 2,359 $236K 0.01% +1 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV 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: 1,037 shares 1,037 $231K 0.01% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,779 shares; 2024Q4: 2,779 shares; 2025Q1: 2,779 shares; 2025Q2: 3,066 shares; 2025Q3: 2,779 shares 2,779 $229K 0.01% -287 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,796 shares; 2025Q3: 5,146 shares 5,146 $227K 0.01% +350 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,019 shares; 2025Q3: 987 shares 987 $227K 0.01% -32 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,648 shares; 2024Q4: 3,648 shares; 2025Q1: 3,648 shares; 2025Q2: 3,648 shares; 2025Q3: 3,648 shares 3,648 $226K 0.01% 0 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,513 shares 1,513 $226K 0.01% new Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,946 shares; 2024Q4: 5,946 shares; 2025Q1: 5,946 shares; 2025Q2: 5,946 shares; 2025Q3: 5,946 shares 5,946 $221K 0.01% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,385 shares 1,385 $220K 0.01% new Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,764 shares; 2024Q4: 1,764 shares; 2025Q1: 1,668 shares; 2025Q2: 1,668 shares; 2025Q3: 1,668 shares 1,668 $215K <0.01% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 766 shares; 2025Q3: 766 shares 766 $214K <0.01% 0 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,703 shares; 2024Q4: 1,662 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,664 shares 1,664 $214K <0.01% new Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 577 shares 577 $211K <0.01% new Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,812 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,065 shares 2,065 $211K <0.01% new Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 421 shares; 2024Q4: 421 shares; 2025Q1: 421 shares; 2025Q2: 421 shares; 2025Q3: 421 shares 421 $210K <0.01% 0 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares 2,000 $210K <0.01% new 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: 955 shares; 2024Q4: 965 shares; 2025Q1: 955 shares; 2025Q2: 1,014 shares; 2025Q3: 889 shares 889 $210K <0.01% -125 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,972 shares 3,972 $207K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 12,817 shares; 2025Q2: not reported; 2025Q3: 2,805 shares 2,805 $206K <0.01% new Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,626 shares; 2024Q4: 10,626 shares; 2025Q1: 10,626 shares; 2025Q2: 11,071 shares; 2025Q3: 10,951 shares 10,951 $205K <0.01% -120 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,266 shares; 2024Q4: 1,266 shares; 2025Q1: 1,266 shares; 2025Q2: 1,266 shares; 2025Q3: 1,266 shares 1,266 $205K <0.01% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,923 shares; 2024Q4: 2,712 shares; 2025Q1: 1,824 shares; 2025Q2: 1,550 shares; 2025Q3: 1,550 shares 1,550 $203K <0.01% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,588 shares; 2025Q3: 2,588 shares 2,588 $201K <0.01% 0 Timeline IDN INTELLICHECK MOBILISA INC More: the full row for INTELLICHECK MOBILISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,530 shares; 2024Q4: 34,530 shares; 2025Q1: 34,530 shares; 2025Q2: 34,530 shares; 2025Q3: 34,530 shares 34,530 $180K <0.01% 0 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,050 shares; 2024Q4: 11,050 shares; 2025Q1: 11,050 shares; 2025Q2: 11,778 shares; 2025Q3: 11,778 shares 11,778 $178K <0.01% 0 Timeline TLS TELOS CORP MD More: the full row for TELOS CORP MD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,449 shares; 2024Q4: 137,449 shares; 2025Q1: 137,449 shares; 2025Q2: 137,449 shares; 2025Q3: 21,127 shares 21,127 $145K <0.01% -116,322 Timeline FBYD FALCONS BEYOND GLOBAL INC More: the full row for FALCONS BEYOND GLOBAL 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: 10,313 shares; 2025Q2: 10,313 shares; 2025Q3: 10,313 shares 10,313 $114K <0.01% 0 Timeline ESRT EMPIRE ST RLTY TR INC More: the full row for EMPIRE ST RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares 12,000 $91.9K <0.01% 0 Timeline WYY WIDEPOINT CORP More: the full row for WIDEPOINT 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: 17,500 shares; 2025Q3: 17,500 shares 17,500 $86.5K <0.01% 0 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,004 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares 25,000 $58.2K <0.01% 0 Timeline VERU VERU INC More: the full row for VERU 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: 12,389 shares 12,389 $47.1K <0.01% new Timeline ESPR ESPERION THERAPEUTICS INC NE More: the full row for ESPERION THERAPEUTICS INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,282 shares; 2024Q4: 11,615 shares; 2025Q1: 11,615 shares; 2025Q2: 11,615 shares; 2025Q3: 11,615 shares 11,615 $30.8K <0.01% 0 Timeline SENSEONICS HLDGS INC SENSEONICS HLDGS INC More: the full row for SENSEONICS 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: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 40,000 shares; 2025Q3: 40,000 shares 40,000 $17.4K <0.01% 0