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: 6,638,011 shares; 2024Q4: 6,569,692 shares; 2025Q1: 6,569,821 shares; 2025Q2: 6,544,894 shares; 2025Q3: 6,637,298 shares 6,637,298 $1.69B 32.89% +92,404 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,288,378 shares; 2024Q4: 1,288,557 shares; 2025Q1: 1,288,458 shares; 2025Q2: 1,287,223 shares; 2025Q3: 1,287,223 shares 1,287,223 $603M 11.73% 0 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: 654,607 shares; 2024Q4: 682,193 shares; 2025Q1: 734,631 shares; 2025Q2: 734,726 shares; 2025Q3: 757,543 shares 757,543 $507M 9.87% +22,817 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: 778,477 shares; 2024Q4: 750,918 shares; 2025Q1: 728,487 shares; 2025Q2: 717,427 shares; 2025Q3: 724,679 shares 724,679 $483M 9.4% +7,252 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: 4,289,155 shares; 2024Q4: 4,289,155 shares; 2025Q1: 4,251,767 shares; 2025Q2: 4,237,099 shares; 2025Q3: 4,242,363 shares 4,242,363 $277M 5.39% +5,264 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,115,922 shares; 2024Q4: 2,115,948 shares; 2025Q1: 2,101,139 shares; 2025Q2: 2,101,139 shares; 2025Q3: 2,103,593 shares 2,103,593 $250M 4.86% +2,454 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: 607,358 shares; 2024Q4: 607,633 shares; 2025Q1: 607,633 shares; 2025Q2: 607,633 shares; 2025Q3: 607,633 shares 607,633 $124M 2.41% 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: 110,433 shares; 2024Q4: 146,027 shares; 2025Q1: 146,947 shares; 2025Q2: 138,350 shares; 2025Q3: 144,043 shares 144,043 $88.2M 1.72% +5,693 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: 280,845 shares; 2024Q4: 282,436 shares; 2025Q1: 273,832 shares; 2025Q2: 260,936 shares; 2025Q3: 259,546 shares 259,546 $85.2M 1.66% -1,390 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,010,660 shares; 2024Q4: 3,027,213 shares; 2025Q1: 2,758,008 shares; 2025Q2: 2,721,147 shares; 2025Q3: 2,610,481 shares 2,610,481 $67.1M 1.31% -110,666 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: 85,866 shares; 2024Q4: 85,817 shares; 2025Q1: 85,817 shares; 2025Q2: 85,864 shares; 2025Q3: 85,895 shares 85,895 $65.5M 1.28% +31 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: 287,562 shares; 2024Q4: 288,366 shares; 2025Q1: 286,548 shares; 2025Q2: 283,048 shares; 2025Q3: 283,121 shares 283,121 $62.2M 1.21% +73 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: 792,348 shares; 2024Q4: 792,245 shares; 2025Q1: 810,658 shares; 2025Q2: 815,118 shares; 2025Q3: 819,093 shares 819,093 $59.6M 1.16% +3,975 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: 109,956 shares; 2024Q4: 108,907 shares; 2025Q1: 101,566 shares; 2025Q2: 106,211 shares; 2025Q3: 107,830 shares 107,830 $55.9M 1.09% +1,619 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: 553,041 shares; 2024Q4: 553,022 shares; 2025Q1: 553,046 shares; 2025Q2: 555,572 shares; 2025Q3: 556,063 shares 556,063 $38.8M 0.75% +491 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: 50,316 shares; 2024Q4: 52,204 shares; 2025Q1: 55,098 shares; 2025Q2: 46,060 shares; 2025Q3: 54,614 shares 54,614 $32.8M 0.64% +8,554 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: 837 shares; 2024Q4: 837 shares; 2025Q1: 837 shares; 2025Q2: 43,129 shares; 2025Q3: 43,110 shares 43,110 $32.2M 0.63% -19 Timeline IYG 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: 294,600 shares; 2024Q4: 294,600 shares; 2025Q1: 294,600 shares; 2025Q2: 294,600 shares; 2025Q3: 294,600 shares 294,600 $26.4M 0.51% 0 Timeline ACWI 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: 187,610 shares; 2024Q4: 187,610 shares; 2025Q1: 187,610 shares; 2025Q2: 187,610 shares; 2025Q3: 187,610 shares 187,610 $25.9M 0.5% 0 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: 314,096 shares; 2024Q4: 294,061 shares; 2025Q1: 294,061 shares; 2025Q2: 293,715 shares; 2025Q3: 297,757 shares 297,757 $25.2M 0.49% +4,042 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: 75,165 shares; 2024Q4: 74,575 shares; 2025Q1: 73,445 shares; 2025Q2: 72,993 shares; 2025Q3: 73,754 shares 73,754 $23.3M 0.45% +761 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: 32 shares; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 29 shares; 2025Q3: 29 shares 29 $21.9M 0.43% 0 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: 93,420 shares; 2024Q4: 83,996 shares; 2025Q1: 78,009 shares; 2025Q2: 94,351 shares; 2025Q3: 107,787 shares 107,787 $20.1M 0.39% +13,436 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: 63,324 shares; 2024Q4: 82,543 shares; 2025Q1: 82,614 shares; 2025Q2: 78,103 shares; 2025Q3: 80,072 shares 80,072 $19.5M 0.38% +1,969 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: 58,094 shares; 2024Q4: 59,517 shares; 2025Q1: 60,533 shares; 2025Q2: 66,073 shares; 2025Q3: 68,534 shares 68,534 $19.3M 0.38% +2,461 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: 77,972 shares; 2024Q4: 74,288 shares; 2025Q1: 74,177 shares; 2025Q2: 68,944 shares; 2025Q3: 76,483 shares 76,483 $18.6M 0.36% +7,539 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: 23,288 shares; 2024Q4: 23,418 shares; 2025Q1: 22,927 shares; 2025Q2: 23,326 shares; 2025Q3: 23,327 shares 23,327 $18.6M 0.36% +1 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: 67,683 shares; 2024Q4: 67,300 shares; 2025Q1: 67,300 shares; 2025Q2: 67,300 shares; 2025Q3: 73,810 shares 73,810 $15.9M 0.31% +6,510 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: 186,063 shares; 2024Q4: 185,345 shares; 2025Q1: 181,150 shares; 2025Q2: 181,295 shares; 2025Q3: 162,231 shares 162,231 $13.6M 0.26% -19,064 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: 66,778 shares; 2024Q4: 66,796 shares; 2025Q1: 66,798 shares; 2025Q2: 66,810 shares; 2025Q3: 68,306 shares 68,306 $11.4M 0.22% +1,496 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: 27,421 shares; 2024Q4: 27,421 shares; 2025Q1: 26,221 shares; 2025Q2: 26,221 shares; 2025Q3: 29,887 shares 29,887 $10.9M 0.21% +3,666 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: 26,393 shares; 2024Q4: 26,378 shares; 2025Q1: 28,224 shares; 2025Q2: 30,298 shares; 2025Q3: 30,429 shares 30,429 $10.8M 0.21% +131 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: 17,516 shares; 2024Q4: 17,562 shares; 2025Q1: 16,282 shares; 2025Q2: 14,075 shares; 2025Q3: 13,742 shares 13,742 $10.1M 0.2% -333 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: 97,026 shares; 2024Q4: 80,761 shares; 2025Q1: 48,932 shares; 2025Q2: 47,680 shares; 2025Q3: 55,166 shares 55,166 $10.1M 0.2% +7,486 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: 40,671 shares; 2024Q4: 40,671 shares; 2025Q1: 40,116 shares; 2025Q2: 38,886 shares; 2025Q3: 38,886 shares 38,886 $9.89M 0.19% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,300 shares; 2024Q4: 17,146 shares; 2025Q1: 17,206 shares; 2025Q2: 16,774 shares; 2025Q3: 17,130 shares 17,130 $8.61M 0.17% +356 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: 27,224 shares; 2024Q4: 24,914 shares; 2025Q1: 14,753 shares; 2025Q2: 19,126 shares; 2025Q3: 19,313 shares 19,313 $8.59M 0.17% +187 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,119 shares; 2024Q4: 22,119 shares; 2025Q1: 22,119 shares; 2025Q2: 22,119 shares; 2025Q3: 22,161 shares 22,161 $8.4M 0.16% +42 Timeline FEZ 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: 48,739 shares; 2024Q4: 36,208 shares; 2025Q1: 29,010 shares; 2025Q2: not reported; 2025Q3: 134,456 shares 134,456 $8.35M 0.16% new 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: 104,574 shares; 2024Q4: 309,570 shares; 2025Q1: 310,300 shares; 2025Q2: 310,300 shares; 2025Q3: 310,300 shares 310,300 $8.17M 0.16% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,171 shares; 2024Q4: 13,909 shares; 2025Q1: 15,378 shares; 2025Q2: 15,706 shares; 2025Q3: 15,901 shares 15,901 $7.8M 0.15% +195 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: 34,775 shares; 2024Q4: 32,717 shares; 2025Q1: 25,656 shares; 2025Q2: 25,122 shares; 2025Q3: 26,305 shares 26,305 $7.4M 0.14% +1,183 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: 7,098 shares; 2024Q4: 6,814 shares; 2025Q1: 6,699 shares; 2025Q2: 6,036 shares; 2025Q3: 5,766 shares 5,766 $6.91M 0.13% -270 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,400 shares; 2024Q4: 89,578 shares; 2025Q1: 83,473 shares; 2025Q2: 83,634 shares; 2025Q3: 87,172 shares 87,172 $6.83M 0.13% +3,538 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,083 shares; 2024Q4: 75,517 shares; 2025Q1: 40,690 shares; 2025Q2: 50,006 shares; 2025Q3: 40,449 shares 40,449 $5.79M 0.11% -9,557 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: 14,823 shares; 2024Q4: 19,410 shares; 2025Q1: 15,779 shares; 2025Q2: 15,729 shares; 2025Q3: 17,433 shares 17,433 $5.75M 0.11% +1,704 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: 20,187 shares; 2024Q4: 18,938 shares; 2025Q1: 16,423 shares; 2025Q2: 16,118 shares; 2025Q3: 17,288 shares 17,288 $4.83M 0.09% +1,170 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: 22,296 shares; 2024Q4: 29,460 shares; 2025Q1: 21,978 shares; 2025Q2: 17,643 shares; 2025Q3: 17,643 shares 17,643 $4.58M 0.09% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,796 shares; 2024Q4: 17,530 shares; 2025Q1: 24,446 shares; 2025Q2: 19,168 shares; 2025Q3: 19,847 shares 19,847 $4.48M 0.09% +679 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: 40,538 shares; 2025Q1: 35,594 shares; 2025Q2: 31,255 shares; 2025Q3: 30,179 shares 30,179 $4.4M 0.09% -1,076 Timeline IEF 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: 48,879 shares; 2024Q4: 42,285 shares; 2025Q1: 41,174 shares; 2025Q2: 41,174 shares; 2025Q3: 44,886 shares 44,886 $4.33M 0.08% +3,712 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,237 shares; 2024Q4: 51,237 shares; 2025Q1: 51,237 shares; 2025Q2: 51,237 shares; 2025Q3: 49,376 shares 49,376 $4.3M 0.08% -1,861 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,061 shares; 2024Q4: 9,995 shares; 2025Q1: 16,338 shares; 2025Q2: 16,507 shares; 2025Q3: 16,507 shares 16,507 $4.26M 0.08% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,000 shares; 2024Q4: 44,000 shares; 2025Q1: 44,000 shares; 2025Q2: 44,000 shares; 2025Q3: 44,000 shares 44,000 $4.22M 0.08% 0 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: 7,382 shares; 2024Q4: 7,168 shares; 2025Q1: 7,147 shares; 2025Q2: 7,146 shares; 2025Q3: 7,298 shares 7,298 $4.15M 0.08% +152 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: 9,477 shares; 2024Q4: 9,477 shares; 2025Q1: 15,868 shares; 2025Q2: 15,236 shares; 2025Q3: 16,205 shares 16,205 $4M 0.08% +969 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: 64,976 shares; 2024Q4: 64,976 shares; 2025Q1: 64,976 shares; 2025Q2: 64,974 shares; 2025Q3: 65,743 shares 65,743 $3.92M 0.08% +769 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: 24,897 shares; 2024Q4: 25,305 shares; 2025Q1: 32,644 shares; 2025Q2: 61,738 shares; 2025Q3: 48,151 shares 48,151 $3.84M 0.07% -13,587 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,240 shares; 2024Q4: 99,910 shares; 2025Q1: 84,208 shares; 2025Q2: 72,506 shares; 2025Q3: 54,547 shares 54,547 $3.6M 0.07% -17,959 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: 33,163 shares; 2024Q4: 32,121 shares; 2025Q1: 28,700 shares; 2025Q2: 25,355 shares; 2025Q3: 23,785 shares 23,785 $3.53M 0.07% -1,570 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: 2,697 shares; 2024Q4: 2,697 shares; 2025Q1: 3,262 shares; 2025Q2: 3,512 shares; 2025Q3: 3,805 shares 3,805 $3.5M 0.07% +293 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,064 shares; 2024Q4: 41,141 shares; 2025Q1: 13,687 shares; 2025Q2: 21,834 shares; 2025Q3: 22,743 shares 22,743 $3.31M 0.06% +909 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,490 shares; 2024Q4: 67,881 shares; 2025Q1: 69,539 shares; 2025Q2: 66,489 shares; 2025Q3: 74,339 shares 74,339 $3.29M 0.06% +7,850 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,510 shares; 2024Q4: 32,510 shares; 2025Q1: 32,510 shares; 2025Q2: 32,510 shares; 2025Q3: 32,851 shares 32,851 $3M 0.06% +341 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: 32,071 shares; 2024Q4: 34,510 shares; 2025Q1: 7,579 shares; 2025Q2: 6,749 shares; 2025Q3: 12,380 shares 12,380 $3M 0.06% +5,631 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: 26,296 shares; 2024Q4: 26,472 shares; 2025Q1: 25,517 shares; 2025Q2: 25,974 shares; 2025Q3: 19,386 shares 19,386 $2.98M 0.06% -6,588 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,996 shares; 2024Q4: 29,318 shares; 2025Q1: 30,260 shares; 2025Q2: 30,739 shares; 2025Q3: 30,363 shares 30,363 $2.97M 0.06% -376 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: 21,914 shares; 2024Q4: 19,395 shares; 2025Q1: 16,216 shares; 2025Q2: 18,081 shares; 2025Q3: 19,953 shares 19,953 $2.78M 0.05% +1,872 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,616 shares; 2024Q4: 9,014 shares; 2025Q1: 13,676 shares; 2025Q2: 14,068 shares; 2025Q3: 15,282 shares 15,282 $2.73M 0.05% +1,214 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: 17,787 shares; 2025Q1: 20,296 shares; 2025Q2: 20,723 shares; 2025Q3: 19,479 shares 19,479 $2.61M 0.05% -1,244 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,858 shares; 2024Q4: 8,960 shares; 2025Q1: 22,030 shares; 2025Q2: 7,290 shares; 2025Q3: 14,043 shares 14,043 $2.51M 0.05% +6,753 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,319 shares; 2024Q4: 2,586 shares; 2025Q1: 3,451 shares; 2025Q2: 3,842 shares; 2025Q3: 3,501 shares 3,501 $2.39M 0.05% -341 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: 25,168 shares; 2024Q4: 31,237 shares; 2025Q1: 36,965 shares; 2025Q2: 37,224 shares; 2025Q3: 43,213 shares 43,213 $2.33M 0.05% +5,989 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,421 shares; 2024Q4: 22,421 shares; 2025Q1: 27,659 shares; 2025Q2: 39,019 shares; 2025Q3: 39,019 shares 39,019 $2.3M 0.04% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,628 shares; 2024Q4: 11,118 shares; 2025Q1: 11,203 shares; 2025Q2: 11,129 shares; 2025Q3: 11,129 shares 11,129 $2.27M 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: 3,198 shares; 2024Q4: 3,191 shares; 2025Q1: 3,206 shares; 2025Q2: 3,800 shares; 2025Q3: 4,534 shares 4,534 $2.2M 0.04% +734 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,853 shares; 2024Q4: 7,511 shares; 2025Q1: 7,518 shares; 2025Q2: 7,405 shares; 2025Q3: 8,647 shares 8,647 $2.08M 0.04% +1,242 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: 5,105 shares; 2024Q4: 5,118 shares; 2025Q1: 4,182 shares; 2025Q2: 5,418 shares; 2025Q3: 5,964 shares 5,964 $2.06M 0.04% +546 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: 2,392 shares; 2024Q4: 2,394 shares; 2025Q1: 2,403 shares; 2025Q2: 2,162 shares; 2025Q3: 2,200 shares 2,200 $2.04M 0.04% +38 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,613 shares; 2024Q4: 6,786 shares; 2025Q1: 7,435 shares; 2025Q2: 6,445 shares; 2025Q3: 6,819 shares 6,819 $2.03M 0.04% +374 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,460 shares 39,460 $2.01M 0.04% new Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,864 shares; 2025Q1: 2,864 shares; 2025Q2: 3,353 shares; 2025Q3: 2,885 shares 2,885 $2.01M 0.04% -468 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: 10,374 shares; 2024Q4: 10,056 shares; 2025Q1: 9,804 shares; 2025Q2: 9,975 shares; 2025Q3: 10,619 shares 10,619 $1.97M 0.04% +644 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: 16,219 shares; 2024Q4: 15,680 shares; 2025Q1: 15,681 shares; 2025Q2: 13,859 shares; 2025Q3: 13,859 shares 13,859 $1.95M 0.04% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 722 shares; 2024Q4: 722 shares; 2025Q1: 802 shares; 2025Q2: 779 shares; 2025Q3: 835 shares 835 $1.95M 0.04% +56 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,631 shares; 2024Q4: 7,631 shares; 2025Q1: 7,136 shares; 2025Q2: 7,118 shares; 2025Q3: 7,443 shares 7,443 $1.94M 0.04% +325 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: 10,147 shares; 2024Q4: 9,996 shares; 2025Q1: 10,101 shares; 2025Q2: 10,101 shares; 2025Q3: 10,101 shares 10,101 $1.88M 0.04% 0 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: 1,042 shares; 2024Q4: 587 shares; 2025Q1: 480 shares; 2025Q2: 1,151 shares; 2025Q3: 1,869 shares 1,869 $1.81M 0.04% +718 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,276 shares; 2025Q1: 11,276 shares; 2025Q2: 10,970 shares; 2025Q3: 12,300 shares 12,300 $1.79M 0.03% +1,330 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: 13,622 shares; 2024Q4: 4,421 shares; 2025Q1: 4,239 shares; 2025Q2: 4,633 shares; 2025Q3: 11,058 shares 11,058 $1.79M 0.03% +6,425 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: 3,641 shares; 2024Q4: 3,641 shares; 2025Q1: 3,641 shares; 2025Q2: 3,641 shares; 2025Q3: 3,635 shares 3,635 $1.73M 0.03% -6 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,266 shares; 2024Q4: 4,592 shares; 2025Q1: 801 shares; 2025Q2: 1,245 shares; 2025Q3: 2,379 shares 2,379 $1.71M 0.03% +1,134 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: 5,910 shares; 2024Q4: 5,910 shares; 2025Q1: 4,750 shares; 2025Q2: 5,037 shares; 2025Q3: 4,837 shares 4,837 $1.65M 0.03% -200 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: 4,912 shares; 2024Q4: 4,743 shares; 2025Q1: 4,767 shares; 2025Q2: 4,649 shares; 2025Q3: 6,797 shares 6,797 $1.61M 0.03% +2,148 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,169 shares; 2025Q1: 3,678 shares; 2025Q2: not reported; 2025Q3: 6,961 shares 6,961 $1.6M 0.03% new Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,420 shares; 2024Q4: 1,420 shares; 2025Q1: 1,420 shares; 2025Q2: 3,062 shares; 2025Q3: 4,568 shares 4,568 $1.54M 0.03% +1,506 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: 367 shares; 2024Q4: 343 shares; 2025Q1: 343 shares; 2025Q2: 306 shares; 2025Q3: 283 shares 283 $1.53M 0.03% -23 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,539 shares; 2024Q4: 3,249 shares; 2025Q1: 2,469 shares; 2025Q2: 4,190 shares; 2025Q3: 4,282 shares 4,282 $1.53M 0.03% +92 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,880 shares; 2024Q4: 33,377 shares; 2025Q1: 29,259 shares; 2025Q2: 26,050 shares; 2025Q3: 18,839 shares 18,839 $1.51M 0.03% -7,211 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: 5,135 shares; 2025Q1: 5,224 shares; 2025Q2: 22,860 shares; 2025Q3: 23,032 shares 23,032 $1.5M 0.03% +172 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,503 shares; 2025Q1: 10,111 shares; 2025Q2: 18,221 shares; 2025Q3: 18,221 shares 18,221 $1.47M 0.03% 0 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,762 shares; 2025Q1: 20,391 shares; 2025Q2: 14,986 shares; 2025Q3: 16,115 shares 16,115 $1.33M 0.03% +1,129 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,003 shares; 2024Q4: 12,695 shares; 2025Q1: 12,695 shares; 2025Q2: 15,596 shares; 2025Q3: 17,813 shares 17,813 $1.33M 0.03% +2,217 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: 2,721 shares; 2024Q4: 2,721 shares; 2025Q1: 2,758 shares; 2025Q2: 2,758 shares; 2025Q3: 2,758 shares 2,758 $1.32M 0.03% 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: 42,894 shares; 2024Q4: 36,773 shares; 2025Q1: 41,422 shares; 2025Q2: 42,206 shares; 2025Q3: 41,193 shares 41,193 $1.29M 0.03% -1,013 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,700 shares; 2024Q4: 2,952 shares; 2025Q1: 2,952 shares; 2025Q2: 3,158 shares; 2025Q3: 2,676 shares 2,676 $1.25M 0.02% -482 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,430 shares; 2024Q4: 6,430 shares; 2025Q1: 6,430 shares; 2025Q2: 6,395 shares; 2025Q3: 8,393 shares 8,393 $1.24M 0.02% +1,998 Timeline JTEK 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: 7,060 shares; 2024Q4: 7,060 shares; 2025Q1: 7,060 shares; 2025Q2: 7,060 shares; 2025Q3: 13,336 shares 13,336 $1.23M 0.02% +6,276 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: 11,027 shares; 2024Q4: 7,543 shares; 2025Q1: 7,591 shares; 2025Q2: 7,214 shares; 2025Q3: 7,214 shares 7,214 $1.21M 0.02% 0 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,436 shares; 2025Q1: 12,360 shares; 2025Q2: 15,486 shares; 2025Q3: 12,019 shares 12,019 $1.2M 0.02% -3,467 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: 4,025 shares; 2024Q4: 5,489 shares; 2025Q1: 5,489 shares; 2025Q2: 5,289 shares; 2025Q3: 7,692 shares 7,692 $1.19M 0.02% +2,403 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 679 shares; 2025Q1: 1,712 shares; 2025Q2: 3,277 shares; 2025Q3: 3,277 shares 3,277 $1.15M 0.02% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,352 shares; 2024Q4: 11,708 shares; 2025Q1: 11,700 shares; 2025Q2: 12,130 shares; 2025Q3: 12,127 shares 12,127 $1.15M 0.02% -3 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: 7,102 shares; 2024Q4: 7,176 shares; 2025Q1: 6,996 shares; 2025Q2: 6,849 shares; 2025Q3: 6,849 shares 6,849 $1.14M 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,370 shares 3,370 $1.09M 0.02% new 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: 2,681 shares; 2024Q4: 2,199 shares; 2025Q1: 2,199 shares; 2025Q2: 2,198 shares; 2025Q3: 2,405 shares 2,405 $1.08M 0.02% +207 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,264 shares; 2024Q4: 14,412 shares; 2025Q1: 14,412 shares; 2025Q2: 18,033 shares; 2025Q3: 18,927 shares 18,927 $1.07M 0.02% +894 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,623 shares; 2024Q4: 2,667 shares; 2025Q1: 2,667 shares; 2025Q2: 2,606 shares; 2025Q3: 2,632 shares 2,632 $1.07M 0.02% +26 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,068 shares; 2024Q4: 109,742 shares; 2025Q1: 141,088 shares; 2025Q2: 72,858 shares; 2025Q3: 63,927 shares 63,927 $1.02M 0.02% -8,931 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: 19,381 shares; 2024Q4: 19,016 shares; 2025Q1: 19,294 shares; 2025Q2: 19,379 shares; 2025Q3: 19,382 shares 19,382 $1000K 0.02% +3 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: 7,293 shares; 2024Q4: 7,391 shares; 2025Q1: 7,391 shares; 2025Q2: 9,719 shares; 2025Q3: 10,179 shares 10,179 $972K 0.02% +460 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,431 shares; 2024Q4: 1,448 shares; 2025Q1: 1,448 shares; 2025Q2: 1,411 shares; 2025Q3: 2,033 shares 2,033 $969K 0.02% +622 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,407 shares; 2025Q2: 7,657 shares; 2025Q3: 18,926 shares 18,926 $961K 0.02% +11,269 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: 717 shares; 2024Q4: 719 shares; 2025Q1: 719 shares; 2025Q2: 687 shares; 2025Q3: 716 shares 716 $944K 0.02% +29 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,995 shares; 2024Q4: 3,291 shares; 2025Q1: 5,785 shares; 2025Q2: 7,695 shares; 2025Q3: 4,794 shares 4,794 $927K 0.02% -2,901 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,348 shares; 2024Q4: 3,360 shares; 2025Q1: 3,352 shares; 2025Q2: 3,323 shares; 2025Q3: 4,902 shares 4,902 $918K 0.02% +1,579 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,658 shares; 2025Q2: 5,940 shares; 2025Q3: 10,472 shares 10,472 $913K 0.02% +4,532 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: 15,568 shares; 2024Q4: 15,708 shares; 2025Q1: 16,225 shares; 2025Q2: 16,312 shares; 2025Q3: 23,046 shares 23,046 $903K 0.02% +6,734 Timeline FLCA FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,343 shares; 2024Q4: 22,343 shares; 2025Q1: 19,669 shares; 2025Q2: 19,669 shares; 2025Q3: 19,669 shares 19,669 $893K 0.02% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,240 shares 9,240 $892K 0.02% 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: 3,814 shares; 2024Q4: 3,826 shares; 2025Q1: 3,836 shares; 2025Q2: 3,628 shares; 2025Q3: 3,780 shares 3,780 $891K 0.02% +152 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: 916 shares; 2024Q4: 923 shares; 2025Q1: 923 shares; 2025Q2: 1,332 shares; 2025Q3: 1,943 shares 1,943 $888K 0.02% +611 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: 4,827 shares; 2024Q4: 4,782 shares; 2025Q1: 8,887 shares; 2025Q2: 13,879 shares; 2025Q3: 4,824 shares 4,824 $886K 0.02% -9,055 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,032 shares; 2025Q3: 8,717 shares 8,717 $879K 0.02% +4,685 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,964 shares; 2024Q4: 2,978 shares; 2025Q1: 2,978 shares; 2025Q2: 2,811 shares; 2025Q3: 3,206 shares 3,206 $874K 0.02% +395 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,645 shares 6,645 $857K 0.02% new 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: 7,259 shares; 2024Q4: 5,351 shares; 2025Q1: 5,319 shares; 2025Q2: 3,409 shares; 2025Q3: 3,522 shares 3,522 $843K 0.02% +113 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: 2,956 shares; 2024Q4: 2,963 shares; 2025Q1: 2,750 shares; 2025Q2: 2,925 shares; 2025Q3: 2,750 shares 2,750 $836K 0.02% -175 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: 5,330 shares; 2024Q4: 5,372 shares; 2025Q1: 5,372 shares; 2025Q2: 5,147 shares; 2025Q3: 5,355 shares 5,355 $814K 0.02% +208 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,860 shares; 2024Q4: 5,034 shares; 2025Q1: 5,034 shares; 2025Q2: 5,155 shares; 2025Q3: 5,008 shares 5,008 $812K 0.02% -147 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: 2,868 shares; 2024Q4: 2,831 shares; 2025Q1: 2,778 shares; 2025Q2: 3,797 shares; 2025Q3: 3,797 shares 3,797 $807K 0.02% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,607 shares; 2025Q1: 1,607 shares; 2025Q2: 2,898 shares; 2025Q3: 3,361 shares 3,361 $805K 0.02% +463 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,692 shares; 2025Q3: 3,885 shares 3,885 $770K 0.01% +2,193 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: 7,174 shares; 2024Q4: 6,752 shares; 2025Q1: 7,491 shares; 2025Q2: 8,575 shares; 2025Q3: 11,070 shares 11,070 $757K 0.01% +2,495 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: 1,243 shares; 2024Q4: 1,260 shares; 2025Q1: 1,270 shares; 2025Q2: 1,222 shares; 2025Q3: 1,550 shares 1,550 $754K 0.01% +328 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,173 shares; 2024Q4: 5,178 shares; 2025Q1: 5,178 shares; 2025Q2: 4,720 shares; 2025Q3: 4,944 shares 4,944 $753K 0.01% +224 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,215 shares; 2024Q4: 6,215 shares; 2025Q1: 7,138 shares; 2025Q2: 6,834 shares; 2025Q3: 6,200 shares 6,200 $750K 0.01% -634 Timeline VICR VICOR CORP More: the full row for VICOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,886 shares; 2024Q4: 13,650 shares; 2025Q1: 15,699 shares; 2025Q2: 15,287 shares; 2025Q3: 14,173 shares 14,173 $705K 0.01% -1,114 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,825 shares; 2024Q4: 5,119 shares; 2025Q1: 5,119 shares; 2025Q2: 4,866 shares; 2025Q3: 5,420 shares 5,420 $695K 0.01% +554 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,834 shares; 2024Q4: 26,274 shares; 2025Q1: 24,405 shares; 2025Q2: 17,985 shares; 2025Q3: 11,967 shares 11,967 $688K 0.01% -6,018 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 890 shares; 2024Q4: 890 shares; 2025Q1: 890 shares; 2025Q2: 890 shares; 2025Q3: 1,221 shares 1,221 $687K 0.01% +331 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,196 shares 3,196 $686K 0.01% new Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,230 shares; 2024Q4: 7,906 shares; 2025Q1: 7,906 shares; 2025Q2: 5,466 shares; 2025Q3: 4,708 shares 4,708 $670K 0.01% -758 Timeline LMND LEMONADE INC More: the full row for LEMONADE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,962 shares; 2025Q1: 8,882 shares; 2025Q2: 8,669 shares; 2025Q3: 12,433 shares 12,433 $666K 0.01% +3,764 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: not reported; 2025Q1: 4,023 shares; 2025Q2: 4,805 shares; 2025Q3: 5,085 shares 5,085 $641K 0.01% +280 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: 5,033 shares; 2024Q4: 4,077 shares; 2025Q1: 3,857 shares; 2025Q2: 5,072 shares; 2025Q3: 5,502 shares 5,502 $630K 0.01% +430 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,463 shares; 2024Q4: 9,569 shares; 2025Q1: 9,582 shares; 2025Q2: 10,270 shares; 2025Q3: 10,270 shares 10,270 $610K 0.01% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,183 shares; 2025Q3: 5,138 shares 5,138 $608K 0.01% +955 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: 5,748 shares; 2024Q4: 5,777 shares; 2025Q1: 5,853 shares; 2025Q2: 5,888 shares; 2025Q3: 5,888 shares 5,888 $607K 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: 6,020 shares; 2025Q3: 5,361 shares 5,361 $598K 0.01% -659 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,738 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,081 shares; 2025Q3: 6,384 shares 6,384 $590K 0.01% +303 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,315 shares; 2024Q4: 2,315 shares; 2025Q1: 2,526 shares; 2025Q2: 2,526 shares; 2025Q3: 2,335 shares 2,335 $590K 0.01% -191 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 840 shares; 2024Q4: 840 shares; 2025Q1: 947 shares; 2025Q2: 927 shares; 2025Q3: 927 shares 927 $584K 0.01% 0 Timeline BBAX 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: 9,871 shares; 2025Q2: 9,871 shares; 2025Q3: 9,871 shares 9,871 $556K 0.01% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,700 shares; 2024Q4: 6,726 shares; 2025Q1: 6,720 shares; 2025Q2: 5,185 shares; 2025Q3: 2,732 shares 2,732 $548K 0.01% -2,453 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,731 shares; 2024Q4: not reported; 2025Q1: 1,607 shares; 2025Q2: 2,078 shares; 2025Q3: 2,056 shares 2,056 $535K 0.01% -22 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,539 shares; 2024Q4: 2,654 shares; 2025Q1: 1,924 shares; 2025Q2: 1,801 shares; 2025Q3: 1,974 shares 1,974 $527K 0.01% +173 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,691 shares; 2024Q4: 15,081 shares; 2025Q1: 15,081 shares; 2025Q2: 15,351 shares; 2025Q3: 15,351 shares 15,351 $526K 0.01% 0 Timeline ALGM ALLEGRO MICROSYSTEMS INC More: the full row for ALLEGRO MICROSYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,561 shares; 2024Q4: 18,208 shares; 2025Q1: 18,208 shares; 2025Q2: 17,717 shares; 2025Q3: 17,717 shares 17,717 $517K 0.01% 0 Timeline WRBY WARBY PARKER INC More: the full row for WARBY PARKER 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: 13,426 shares; 2025Q3: 17,576 shares 17,576 $485K 0.01% +4,150 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,497 shares 3,497 $484K 0.01% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,726 shares; 2024Q4: 10,726 shares; 2025Q1: 10,726 shares; 2025Q2: 10,765 shares; 2025Q3: 12,221 shares 12,221 $479K 0.01% +1,456 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,990 shares; 2024Q4: 3,002 shares; 2025Q1: 3,002 shares; 2025Q2: 3,002 shares; 2025Q3: 3,002 shares 3,002 $477K 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: 9,695 shares; 2024Q4: 9,316 shares; 2025Q1: 9,953 shares; 2025Q2: 9,155 shares; 2025Q3: 6,502 shares 6,502 $465K 0.01% -2,653 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: 6,344 shares; 2024Q4: 6,359 shares; 2025Q1: 8,668 shares; 2025Q2: 4,190 shares; 2025Q3: 5,008 shares 5,008 $447K 0.01% +818 Timeline IHI 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: 7,406 shares; 2024Q4: 7,406 shares; 2025Q1: 7,406 shares; 2025Q2: 7,406 shares; 2025Q3: 7,406 shares 7,406 $445K 0.01% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,326 shares; 2024Q4: 1,306 shares; 2025Q1: 1,308 shares; 2025Q2: 1,458 shares; 2025Q3: 1,570 shares 1,570 $443K 0.01% +112 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,164 shares 1,164 $430K 0.01% new 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: 4,346 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,219 shares 1,219 $430K 0.01% new Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,072 shares; 2025Q2: 5,136 shares; 2025Q3: 4,761 shares 4,761 $420K 0.01% -375 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: 6,137 shares; 2024Q4: 6,257 shares; 2025Q1: 6,482 shares; 2025Q2: 6,668 shares; 2025Q3: 6,222 shares 6,222 $413K 0.01% -446 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,032 shares; 2024Q4: 2,035 shares; 2025Q1: 2,035 shares; 2025Q2: 1,980 shares; 2025Q3: 1,615 shares 1,615 $398K 0.01% -365 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: 2,093 shares; 2024Q4: 2,093 shares; 2025Q1: 2,093 shares; 2025Q2: 1,633 shares; 2025Q3: 2,033 shares 2,033 $398K 0.01% +400 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,027 shares; 2024Q4: 1,034 shares; 2025Q1: 1,047 shares; 2025Q2: 1,034 shares; 2025Q3: 1,034 shares 1,034 $387K 0.01% 0 Timeline FIG FIGMA INC More: the full row for FIGMA 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: 7,247 shares 7,247 $376K 0.01% new 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: 1,696 shares; 2024Q4: 1,548 shares; 2025Q1: 1,557 shares; 2025Q2: 1,799 shares; 2025Q3: 1,800 shares 1,800 $362K 0.01% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 885 shares; 2025Q3: 1,635 shares 1,635 $344K 0.01% +750 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: 9,953 shares; 2024Q4: 8,849 shares; 2025Q1: 8,161 shares; 2025Q2: 6,299 shares; 2025Q3: 4,068 shares 4,068 $341K 0.01% -2,231 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,213 shares; 2025Q3: 1,232 shares 1,232 $335K 0.01% +19 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,420 shares; 2024Q4: 1,420 shares; 2025Q1: 1,073 shares; 2025Q2: 1,043 shares; 2025Q3: 1,275 shares 1,275 $331K 0.01% +232 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,493 shares 3,493 $326K 0.01% new 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: 2,463 shares; 2024Q4: 2,315 shares; 2025Q1: 2,316 shares; 2025Q2: 2,372 shares; 2025Q3: 2,316 shares 2,316 $310K 0.01% -56 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,552 shares; 2024Q4: 1,552 shares; 2025Q1: 1,552 shares; 2025Q2: 1,552 shares; 2025Q3: 1,552 shares 1,552 $299K 0.01% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 885 shares; 2024Q4: not reported; 2025Q1: 871 shares; 2025Q2: 870 shares; 2025Q3: 922 shares 922 $298K 0.01% +52 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,056 shares 2,056 $291K 0.01% new Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING 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: 3,350 shares 3,350 $290K 0.01% new Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,134 shares; 2024Q4: 8,746 shares; 2025Q1: 8,746 shares; 2025Q2: 8,746 shares; 2025Q3: 8,746 shares 8,746 $288K 0.01% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,967 shares; 2024Q4: 1,975 shares; 2025Q1: 1,975 shares; 2025Q2: 1,719 shares; 2025Q3: 1,984 shares 1,984 $279K 0.01% +265 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 574 shares; 2024Q4: 574 shares; 2025Q1: 574 shares; 2025Q2: 574 shares; 2025Q3: 574 shares 574 $279K 0.01% 0 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING 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: 6,964 shares 6,964 $273K 0.01% new Timeline PTC PTC INC More: the full row for PTC 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: 1,312 shares; 2025Q3: 1,312 shares 1,312 $266K 0.01% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 971 shares 971 $266K 0.01% new 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: 4,112 shares; 2024Q4: 4,112 shares; 2025Q1: 4,112 shares; 2025Q2: 2,570 shares; 2025Q3: 2,570 shares 2,570 $265K 0.01% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,091 shares; 2025Q3: 2,091 shares 2,091 $259K 0.01% 0 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,478 shares 1,478 $255K <0.01% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,039 shares; 2024Q4: 6,317 shares; 2025Q1: 6,317 shares; 2025Q2: 6,760 shares; 2025Q3: 3,750 shares 3,750 $251K <0.01% -3,010 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,594 shares; 2025Q1: 1,622 shares; 2025Q2: 1,594 shares; 2025Q3: 1,594 shares 1,594 $251K <0.01% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 260 shares 260 $248K <0.01% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,379 shares; 2025Q3: 2,379 shares 2,379 $241K <0.01% 0 Timeline GLNG GOLAR LNG LTD More: the full row for GOLAR LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,960 shares 5,960 $241K <0.01% new Timeline NAN NUVEEN NY DIVI ADV More: the full row for NUVEEN NY DIVI ADV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,808 shares; 2024Q4: 20,808 shares; 2025Q1: 20,808 shares; 2025Q2: 20,808 shares; 2025Q3: 20,808 shares 20,808 $238K <0.01% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,823 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,823 shares; 2025Q3: 3,823 shares 3,823 $229K <0.01% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 191 shares; 2025Q3: 191 shares 191 $223K <0.01% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,261 shares; 2024Q4: 7,291 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,711 shares 2,711 $222K <0.01% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,975 shares 1,975 $217K <0.01% new 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: 966 shares; 2024Q4: not reported; 2025Q1: 966 shares; 2025Q2: 1,178 shares; 2025Q3: 978 shares 978 $216K <0.01% -200 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,673 shares; 2025Q3: 1,386 shares 1,386 $215K <0.01% -287 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,861 shares 1,861 $208K <0.01% new Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,084 shares 1,084 $203K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 657 shares 657 $201K <0.01% new 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: not reported; 2024Q4: 1,164 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,172 shares 1,172 $200K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,776 shares 1,776 $200K <0.01% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,654 shares 2,654 $200K <0.01% new Timeline CGTX COGNITION THERAPEUTICS INC More: the full row for COGNITION THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,842 shares; 2024Q4: 48,842 shares; 2025Q1: 48,842 shares; 2025Q2: 48,842 shares; 2025Q3: 48,842 shares 48,842 $65.9K <0.01% 0 Timeline DRTSW ALPHA TAU MEDICAL LTD More: the full row for ALPHA TAU MEDICAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,000 shares; 2024Q4: 80,000 shares; 2025Q1: 80,000 shares; 2025Q2: 80,000 shares; 2025Q3: 80,000 shares 80,000 $27.6K <0.01% 0 Timeline