SPYM 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: 691,526 shares; 2024Q4: 719,929 shares; 2025Q1: 750,285 shares; 2025Q2: 855,769 shares; 2025Q3: 891,343 shares 891,343 $69.8M 9.34% +35,574 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 258,019 shares; 2024Q4: 259,531 shares; 2025Q1: 276,976 shares; 2025Q2: 274,452 shares; 2025Q3: 280,106 shares 280,106 $29.3M 3.92% +5,654 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,752 shares; 2024Q4: 514,785 shares; 2025Q1: 541,118 shares; 2025Q2: 584,927 shares; 2025Q3: 1,025,322 shares 1,025,322 $27M 3.61% +440,395 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 583,145 shares; 2024Q4: 621,379 shares; 2025Q1: 685,569 shares; 2025Q2: 729,543 shares; 2025Q3: 575,459 shares 575,459 $26.5M 3.55% -154,084 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: 23,729 shares; 2024Q4: 26,936 shares; 2025Q1: 33,043 shares; 2025Q2: 38,302 shares; 2025Q3: 38,525 shares 38,525 $18.5M 2.47% +223 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 327,572 shares; 2024Q4: 346,977 shares; 2025Q1: 353,368 shares; 2025Q2: 366,150 shares; 2025Q3: 383,456 shares 383,456 $18.3M 2.44% +17,306 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: 27,658 shares; 2024Q4: 27,837 shares; 2025Q1: 54,251 shares; 2025Q2: 55,972 shares; 2025Q3: 56,541 shares 56,541 $16.6M 2.22% +569 Timeline DGRO 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: 256,734 shares; 2024Q4: 268,427 shares; 2025Q1: 230,672 shares; 2025Q2: 235,459 shares; 2025Q3: 242,323 shares 242,323 $16.5M 2.21% +6,864 Timeline SPHQ 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: 187,090 shares; 2024Q4: 210,469 shares; 2025Q1: 194,876 shares; 2025Q2: 199,249 shares; 2025Q3: 208,037 shares 208,037 $15.2M 2.04% +8,788 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: 79,442 shares; 2024Q4: 75,377 shares; 2025Q1: 76,018 shares; 2025Q2: 77,722 shares; 2025Q3: 77,125 shares 77,125 $14.4M 1.93% -597 Timeline STPZ PIMCO ETF TR More: the full row for PIMCO 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: 15,381 shares; 2025Q1: 18,793 shares; 2025Q2: 19,907 shares; 2025Q3: 250,175 shares 250,175 $13.6M 1.81% +230,268 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: 8,694 shares; 2024Q4: 8,832 shares; 2025Q1: 20,740 shares; 2025Q2: 20,979 shares; 2025Q3: 21,574 shares 21,574 $13.2M 1.77% +595 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: 13,201 shares; 2024Q4: 13,576 shares; 2025Q1: 14,224 shares; 2025Q2: 15,019 shares; 2025Q3: 19,102 shares 19,102 $12.8M 1.71% +4,083 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,574 shares; 2024Q4: 8,418 shares; 2025Q1: 5,889 shares; 2025Q2: 9,913 shares; 2025Q3: 201,409 shares 201,409 $12.1M 1.61% +191,496 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: 36,300 shares; 2024Q4: 38,148 shares; 2025Q1: 40,211 shares; 2025Q2: 47,515 shares; 2025Q3: 56,854 shares 56,854 $11.9M 1.59% +9,339 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: 62,518 shares; 2024Q4: 63,350 shares; 2025Q1: 64,300 shares; 2025Q2: 67,639 shares; 2025Q3: 67,336 shares 67,336 $11.8M 1.57% -303 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,902 shares; 2024Q4: 119,082 shares; 2025Q1: 124,753 shares; 2025Q2: 136,006 shares; 2025Q3: 138,581 shares 138,581 $11.5M 1.53% +2,575 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: 15,778 shares; 2024Q4: 15,836 shares; 2025Q1: 16,682 shares; 2025Q2: 17,491 shares; 2025Q3: 17,198 shares 17,198 $11.5M 1.53% -293 Timeline QUS 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: 65,619 shares; 2024Q4: 62,170 shares; 2025Q1: 61,736 shares; 2025Q2: 62,669 shares; 2025Q3: 62,163 shares 62,163 $10.6M 1.42% -506 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,066 shares; 2024Q4: 98,634 shares; 2025Q1: 101,610 shares; 2025Q2: 104,053 shares; 2025Q3: 101,637 shares 101,637 $10.2M 1.36% -2,416 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: 20,455 shares; 2024Q4: 20,688 shares; 2025Q1: 21,106 shares; 2025Q2: 20,612 shares; 2025Q3: 27,674 shares 27,674 $9.84M 1.32% +7,062 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: 36,546 shares; 2024Q4: 36,886 shares; 2025Q1: 37,107 shares; 2025Q2: 37,188 shares; 2025Q3: 38,105 shares 38,105 $9.7M 1.3% +917 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,686 shares; 2024Q4: 70,780 shares; 2025Q1: 93,567 shares; 2025Q2: 96,696 shares; 2025Q3: 104,804 shares 104,804 $8.87M 1.19% +8,108 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: 2,235 shares; 2024Q4: 2,360 shares; 2025Q1: 2,147 shares; 2025Q2: 3,497 shares; 2025Q3: 73,598 shares 73,598 $8.38M 1.12% +70,101 Timeline SCHO 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: 34,574 shares; 2025Q1: 41,246 shares; 2025Q2: 54,185 shares; 2025Q3: 316,166 shares 316,166 $7.71M 1.03% +261,981 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 351,082 shares; 2024Q4: 376,748 shares; 2025Q1: 418,642 shares; 2025Q2: 213,298 shares; 2025Q3: 152,094 shares 152,094 $7.25M 0.97% -61,204 Timeline QEFA 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: 85,722 shares; 2024Q4: 88,817 shares; 2025Q1: 79,948 shares; 2025Q2: 80,438 shares; 2025Q3: 82,385 shares 82,385 $7.24M 0.97% +1,947 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,200 shares; 2024Q4: 207,689 shares; 2025Q1: 123,440 shares; 2025Q2: 126,752 shares; 2025Q3: 71,627 shares 71,627 $7.1M 0.95% -55,125 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: 58,694 shares; 2024Q4: 59,032 shares; 2025Q1: 61,798 shares; 2025Q2: 64,929 shares; 2025Q3: 48,408 shares 48,408 $6.82M 0.91% -16,521 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: 139,739 shares; 2024Q4: 147,761 shares; 2025Q1: 149,794 shares; 2025Q2: 152,450 shares; 2025Q3: 153,420 shares 153,420 $6.78M 0.91% +970 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: 30,010 shares; 2024Q4: 30,609 shares; 2025Q1: 34,742 shares; 2025Q2: 36,529 shares; 2025Q3: 35,775 shares 35,775 $6.67M 0.89% -754 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,816 shares; 2024Q4: 118,859 shares; 2025Q1: 129,856 shares; 2025Q2: 136,888 shares; 2025Q3: 161,450 shares 161,450 $6.64M 0.89% +24,562 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,407 shares; 2025Q3: 217,768 shares 217,768 $6.6M 0.88% +206,361 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: 12,097 shares; 2024Q4: 12,390 shares; 2025Q1: 11,625 shares; 2025Q2: 12,122 shares; 2025Q3: 12,722 shares 12,722 $6.59M 0.88% +600 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,239 shares; 2025Q3: 128,248 shares 128,248 $6.51M 0.87% +123,009 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: 64,701 shares; 2024Q4: 65,790 shares; 2025Q1: 67,834 shares; 2025Q2: 69,240 shares; 2025Q3: 68,857 shares 68,857 $6.01M 0.8% -383 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: 25,077 shares; 2024Q4: 25,293 shares; 2025Q1: 22,258 shares; 2025Q2: 28,033 shares; 2025Q3: 27,012 shares 27,012 $5.93M 0.79% -1,021 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: 12,512 shares; 2024Q4: 12,479 shares; 2025Q1: 12,642 shares; 2025Q2: 12,591 shares; 2025Q3: 12,398 shares 12,398 $5.81M 0.78% -193 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,334 shares; 2024Q4: 103,732 shares; 2025Q1: 102,179 shares; 2025Q2: 106,291 shares; 2025Q3: 112,857 shares 112,857 $5.3M 0.71% +6,566 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: 143,941 shares; 2024Q4: 487,150 shares; 2025Q1: 513,149 shares; 2025Q2: 534,217 shares; 2025Q3: 187,625 shares 187,625 $5.12M 0.69% -346,592 Timeline IYF 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: 23,139 shares; 2024Q4: 23,616 shares; 2025Q1: 24,067 shares; 2025Q2: 39,758 shares; 2025Q3: 40,200 shares 40,200 $5.09M 0.68% +442 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,880 shares; 2024Q4: 35,517 shares; 2025Q1: 57,234 shares; 2025Q2: 58,776 shares; 2025Q3: 71,463 shares 71,463 $4.79M 0.64% +12,687 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: 15,421 shares; 2024Q4: 16,140 shares; 2025Q1: 10,073 shares; 2025Q2: 10,197 shares; 2025Q3: 16,316 shares 16,316 $4.56M 0.61% +6,119 Timeline SPGP 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: 68,051 shares; 2024Q4: 68,036 shares; 2025Q1: 58,234 shares; 2025Q2: 37,384 shares; 2025Q3: 37,877 shares 37,877 $4.3M 0.58% +493 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: 8,447 shares; 2024Q4: 9,098 shares; 2025Q1: 9,673 shares; 2025Q2: 9,997 shares; 2025Q3: 16,068 shares 16,068 $3.91M 0.52% +6,071 Timeline GRID 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: 24,022 shares; 2024Q4: 24,315 shares; 2025Q1: 19,500 shares; 2025Q2: 19,888 shares; 2025Q3: 24,925 shares 24,925 $3.77M 0.5% +5,037 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: 148,582 shares; 2024Q4: 150,208 shares; 2025Q1: 150,091 shares; 2025Q2: 10,721 shares; 2025Q3: 88,818 shares 88,818 $3.76M 0.5% +78,097 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: 2,086 shares; 2024Q4: 2,089 shares; 2025Q1: 9,479 shares; 2025Q2: 9,760 shares; 2025Q3: 15,328 shares 15,328 $3.63M 0.49% +5,568 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: 61,166 shares; 2024Q4: 64,486 shares; 2025Q1: 53,439 shares; 2025Q2: 53,112 shares; 2025Q3: 49,868 shares 49,868 $3.63M 0.49% -3,244 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: 27,055 shares; 2024Q4: 26,980 shares; 2025Q1: 26,514 shares; 2025Q2: 25,440 shares; 2025Q3: 25,043 shares 25,043 $3.57M 0.48% -397 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: 2,670 shares; 2024Q4: 12,470 shares; 2025Q1: 2,684 shares; 2025Q2: 2,613 shares; 2025Q3: 12,067 shares 12,067 $3.54M 0.47% +9,454 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,708 shares; 2024Q4: 18,758 shares; 2025Q1: 19,537 shares; 2025Q2: 21,069 shares; 2025Q3: 20,230 shares 20,230 $3.33M 0.45% -839 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: 6,780 shares; 2024Q4: 6,708 shares; 2025Q1: 5,794 shares; 2025Q2: 6,847 shares; 2025Q3: 7,195 shares 7,195 $3.2M 0.43% +348 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: 8,216 shares; 2024Q4: 10,309 shares; 2025Q1: 13,924 shares; 2025Q2: 14,160 shares; 2025Q3: 9,598 shares 9,598 $3.16M 0.42% -4,562 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,105 shares; 2025Q3: 5,013 shares 5,013 $3.08M 0.41% -1,092 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,070 shares; 2024Q4: 1,072 shares; 2025Q1: 1,076 shares; 2025Q2: 1,082 shares; 2025Q3: 3,942 shares 3,942 $3.01M 0.4% +2,860 Timeline CSB 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: 68,399 shares; 2024Q4: 64,193 shares; 2025Q1: 58,385 shares; 2025Q2: 52,352 shares; 2025Q3: 50,743 shares 50,743 $3M 0.4% -1,609 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: 1,924 shares; 2024Q4: 17,619 shares; 2025Q1: 17,760 shares; 2025Q2: 17,838 shares; 2025Q3: 17,836 shares 17,836 $2.98M 0.4% -2 Timeline TDIV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,719 shares; 2025Q3: 30,198 shares 30,198 $2.98M 0.4% +479 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: 31,423 shares; 2024Q4: 34,619 shares; 2025Q1: 35,042 shares; 2025Q2: 36,300 shares; 2025Q3: 36,197 shares 36,197 $2.78M 0.37% -103 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: 8,424 shares; 2024Q4: 8,494 shares; 2025Q1: 8,754 shares; 2025Q2: 9,689 shares; 2025Q3: 11,121 shares 11,121 $2.75M 0.37% +1,432 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,774 shares; 2024Q4: 25,677 shares; 2025Q1: 26,498 shares; 2025Q2: 26,924 shares; 2025Q3: 27,147 shares 27,147 $2.71M 0.36% +223 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: 11,641 shares; 2024Q4: 13,291 shares; 2025Q1: 14,131 shares; 2025Q2: 14,938 shares; 2025Q3: 13,467 shares 13,467 $2.64M 0.35% -1,471 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: 4,367 shares; 2024Q4: 4,445 shares; 2025Q1: 5,168 shares; 2025Q2: 5,145 shares; 2025Q3: 12,187 shares 12,187 $2.63M 0.35% +7,042 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: 52,917 shares; 2024Q4: 65,614 shares; 2025Q1: 87,925 shares; 2025Q2: 91,018 shares; 2025Q3: 66,830 shares 66,830 $2.62M 0.35% -24,188 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING 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: 85,467 shares; 2025Q3: 86,426 shares 86,426 $2.57M 0.34% +959 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: 3,624 shares; 2024Q4: 3,944 shares; 2025Q1: 4,268 shares; 2025Q2: 4,394 shares; 2025Q3: 4,263 shares 4,263 $2.56M 0.34% -131 Timeline 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: 4,727 shares; 2024Q4: 4,913 shares; 2025Q1: 6,171 shares; 2025Q2: 6,630 shares; 2025Q3: 6,196 shares 6,196 $2.49M 0.33% -434 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: not reported; 2024Q4: not reported; 2025Q1: 3,505 shares; 2025Q2: 6,581 shares; 2025Q3: 6,650 shares 6,650 $2.49M 0.33% +69 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: not reported; 2024Q4: not reported; 2025Q1: 26,387 shares; 2025Q2: 41,407 shares; 2025Q3: 39,680 shares 39,680 $2.46M 0.33% -1,727 Timeline FXI 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: 37,685 shares; 2025Q2: 61,735 shares; 2025Q3: 58,853 shares 58,853 $2.42M 0.32% -2,882 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: not reported; 2024Q4: 5,948 shares; 2025Q1: 7,849 shares; 2025Q2: 8,590 shares; 2025Q3: 9,902 shares 9,902 $2.42M 0.32% +1,312 Timeline GHC GRAHAM HLDGS CO More: the full row for GRAHAM HLDGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,221 shares; 2025Q1: 1,786 shares; 2025Q2: 1,790 shares; 2025Q3: 2,041 shares 2,041 $2.4M 0.32% +251 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,794 shares; 2024Q4: 18,006 shares; 2025Q1: 18,252 shares; 2025Q2: 18,489 shares; 2025Q3: 18,576 shares 18,576 $2.32M 0.31% +87 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: 7,649 shares; 2024Q4: 7,635 shares; 2025Q1: 7,646 shares; 2025Q2: 7,555 shares; 2025Q3: 11,296 shares 11,296 $2.3M 0.31% +3,741 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,604 shares; 2024Q4: 2,614 shares; 2025Q1: 2,769 shares; 2025Q2: 2,715 shares; 2025Q3: 3,108 shares 3,108 $2.28M 0.31% +393 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: 16,377 shares; 2024Q4: 17,246 shares; 2025Q1: 15,828 shares; 2025Q2: 16,309 shares; 2025Q3: 14,286 shares 14,286 $2.03M 0.27% -2,023 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: 15,849 shares; 2024Q4: 16,319 shares; 2025Q1: 15,711 shares; 2025Q2: 15,287 shares; 2025Q3: 14,288 shares 14,288 $2M 0.27% -999 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: 848 shares; 2024Q4: 867 shares; 2025Q1: 925 shares; 2025Q2: 3,015 shares; 2025Q3: 2,171 shares 2,171 $2M 0.27% -844 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: 6,742 shares; 2024Q4: 6,746 shares; 2025Q1: 4,442 shares; 2025Q2: 4,483 shares; 2025Q3: 3,925 shares 3,925 $1.92M 0.26% -558 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: 5,570 shares; 2024Q4: 5,850 shares; 2025Q1: 6,593 shares; 2025Q2: 6,808 shares; 2025Q3: 7,350 shares 7,350 $1.91M 0.26% +542 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: 14,969 shares; 2024Q4: 14,960 shares; 2025Q1: 15,386 shares; 2025Q2: 15,547 shares; 2025Q3: 15,548 shares 15,548 $1.88M 0.25% +1 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,425 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,676 shares; 2025Q3: 11,560 shares 11,560 $1.87M 0.25% +9,884 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: not reported; 2024Q4: 5,362 shares; 2025Q1: 5,263 shares; 2025Q2: 20,752 shares; 2025Q3: 20,883 shares 20,883 $1.87M 0.25% +131 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,317 shares; 2025Q1: 13,597 shares; 2025Q2: 13,378 shares; 2025Q3: 15,487 shares 15,487 $1.85M 0.25% +2,109 Timeline DEM 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: 260,256 shares; 2024Q4: 270,029 shares; 2025Q1: 152,010 shares; 2025Q2: 65,151 shares; 2025Q3: 39,311 shares 39,311 $1.81M 0.24% -25,840 Timeline SHM 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: 47,900 shares; 2024Q4: 44,604 shares; 2025Q1: 41,393 shares; 2025Q2: 39,299 shares; 2025Q3: 37,361 shares 37,361 $1.8M 0.24% -1,938 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,434 shares; 2025Q2: 46,764 shares; 2025Q3: 26,019 shares 26,019 $1.79M 0.24% -20,745 Timeline FIW 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: 10,368 shares; 2024Q4: 29,894 shares; 2025Q1: 19,117 shares; 2025Q2: 15,775 shares; 2025Q3: 15,899 shares 15,899 $1.79M 0.24% +124 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: 11,265 shares; 2024Q4: 11,619 shares; 2025Q1: 12,800 shares; 2025Q2: 12,239 shares; 2025Q3: 12,329 shares 12,329 $1.78M 0.24% +90 Timeline USFR 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: 240,429 shares; 2024Q4: 260,014 shares; 2025Q1: 261,720 shares; 2025Q2: 267,364 shares; 2025Q3: 35,390 shares 35,390 $1.78M 0.24% -231,974 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: 12,398 shares; 2024Q4: 12,298 shares; 2025Q1: 12,628 shares; 2025Q2: 12,926 shares; 2025Q3: 12,630 shares 12,630 $1.76M 0.24% -296 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: 5,251 shares; 2024Q4: 5,269 shares; 2025Q1: 5,635 shares; 2025Q2: 5,389 shares; 2025Q3: 5,394 shares 5,394 $1.73M 0.23% +5 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: 5,655 shares; 2024Q4: 5,257 shares; 2025Q1: 5,460 shares; 2025Q2: 5,425 shares; 2025Q3: 5,449 shares 5,449 $1.72M 0.23% +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: 9,003 shares; 2024Q4: 10,774 shares; 2025Q1: 10,871 shares; 2025Q2: 11,043 shares; 2025Q3: 6,862 shares 6,862 $1.67M 0.22% -4,181 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: 12,624 shares 12,624 $1.63M 0.22% new Timeline ROBO 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: not reported; 2025Q2: not reported; 2025Q3: 24,616 shares 24,616 $1.61M 0.22% new 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: 1,498 shares; 2024Q4: 2,385 shares; 2025Q1: 2,900 shares; 2025Q2: 2,995 shares; 2025Q3: 3,162 shares 3,162 $1.59M 0.21% +167 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: 10,407 shares; 2024Q4: 10,720 shares; 2025Q1: 12,918 shares; 2025Q2: 13,110 shares; 2025Q3: 12,972 shares 12,972 $1.54M 0.21% -138 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: 5,026 shares; 2024Q4: 5,146 shares; 2025Q1: 5,486 shares; 2025Q2: 5,608 shares; 2025Q3: 4,982 shares 4,982 $1.53M 0.21% -626 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN 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: 18,311 shares 18,311 $1.53M 0.2% new 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: 31,461 shares; 2024Q4: 33,281 shares; 2025Q1: 33,833 shares; 2025Q2: 35,646 shares; 2025Q3: 35,633 shares 35,633 $1.52M 0.2% -13 Timeline VIGI 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: 16,661 shares; 2024Q4: 16,735 shares; 2025Q1: 16,701 shares; 2025Q2: 16,958 shares; 2025Q3: 16,570 shares 16,570 $1.48M 0.2% -388 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,451 shares; 2024Q4: 42,374 shares; 2025Q1: 54,872 shares; 2025Q2: 70,360 shares; 2025Q3: 73,568 shares 73,568 $1.43M 0.19% +3,208 Timeline TFI 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: 24,650 shares; 2024Q4: 24,466 shares; 2025Q1: 29,688 shares; 2025Q2: 28,884 shares; 2025Q3: 30,914 shares 30,914 $1.41M 0.19% +2,030 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,127 shares; 2025Q1: 18,311 shares; 2025Q2: 18,986 shares; 2025Q3: 17,975 shares 17,975 $1.4M 0.19% -1,011 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: 26,943 shares; 2024Q4: 12,284 shares; 2025Q1: 12,327 shares; 2025Q2: 12,422 shares; 2025Q3: 12,419 shares 12,419 $1.4M 0.19% -3 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,044 shares; 2025Q3: 13,112 shares 13,112 $1.4M 0.19% +68 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: 3,844 shares; 2024Q4: 3,846 shares; 2025Q1: 3,857 shares; 2025Q2: 3,844 shares; 2025Q3: 3,804 shares 3,804 $1.39M 0.19% -40 Timeline IUS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX 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: 23,412 shares 23,412 $1.29M 0.17% new Timeline SCHR 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: 38,327 shares; 2025Q1: 42,142 shares; 2025Q2: 44,648 shares; 2025Q3: 51,057 shares 51,057 $1.28M 0.17% +6,409 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: 2,505 shares; 2024Q4: 2,568 shares; 2025Q1: 2,743 shares; 2025Q2: 2,479 shares; 2025Q3: 3,559 shares 3,559 $1.21M 0.16% +1,080 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: 3,352 shares; 2024Q4: 3,364 shares; 2025Q1: 3,486 shares; 2025Q2: 3,641 shares; 2025Q3: 3,652 shares 3,652 $1.2M 0.16% +11 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,179 shares; 2024Q4: 30,455 shares; 2025Q1: 28,260 shares; 2025Q2: 29,650 shares; 2025Q3: 33,413 shares 33,413 $1.18M 0.16% +3,763 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: 36,675 shares; 2024Q4: 37,141 shares; 2025Q1: 34,530 shares; 2025Q2: 26,476 shares; 2025Q3: 27,427 shares 27,427 $1.18M 0.16% +951 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: 3,002 shares; 2024Q4: 2,247 shares; 2025Q1: 2,219 shares; 2025Q2: 2,558 shares; 2025Q3: 3,412 shares 3,412 $1.13M 0.15% +854 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,826 shares; 2024Q4: 21,563 shares; 2025Q1: 23,120 shares; 2025Q2: 16,350 shares; 2025Q3: 16,124 shares 16,124 $1.1M 0.15% -226 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM 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: 44,475 shares 44,475 $1.1M 0.15% new Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,684 shares; 2025Q1: 12,923 shares; 2025Q2: 3,360 shares; 2025Q3: 4,459 shares 4,459 $1.01M 0.13% +1,099 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: 2,294 shares; 2024Q4: 4,748 shares; 2025Q1: 5,005 shares; 2025Q2: 4,962 shares; 2025Q3: 4,917 shares 4,917 $1M 0.13% -45 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,874 shares; 2025Q2: 9,912 shares; 2025Q3: 35,052 shares 35,052 $990K 0.13% +25,140 Timeline MBLY MOBILEYE GLOBAL INC More: the full row for MOBILEYE 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: not reported; 2025Q3: 65,098 shares 65,098 $919K 0.12% new 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: 9,398 shares; 2024Q4: 9,451 shares; 2025Q1: 9,405 shares; 2025Q2: 9,408 shares; 2025Q3: 9,412 shares 9,412 $892K 0.12% +4 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: 1,220 shares; 2024Q4: 1,219 shares; 2025Q1: 1,175 shares; 2025Q2: 1,177 shares; 2025Q3: 1,177 shares 1,177 $879K 0.12% 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: 3,156 shares; 2024Q4: 3,476 shares; 2025Q1: 3,589 shares; 2025Q2: 3,674 shares; 2025Q3: 4,159 shares 4,159 $859K 0.11% +485 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,065 shares; 2024Q4: 3,169 shares; 2025Q1: 3,424 shares; 2025Q2: 3,808 shares; 2025Q3: 3,434 shares 3,434 $844K 0.11% -374 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: not reported; 2025Q2: not reported; 2025Q3: 9,722 shares 9,722 $820K 0.11% new Timeline PID 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: 70,635 shares; 2024Q4: 52,927 shares; 2025Q1: 50,788 shares; 2025Q2: 44,024 shares; 2025Q3: 38,501 shares 38,501 $819K 0.11% -5,523 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,165 shares; 2024Q4: 13,395 shares; 2025Q1: 11,443 shares; 2025Q2: 11,521 shares; 2025Q3: 12,201 shares 12,201 $809K 0.11% +680 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: 14,884 shares; 2024Q4: 16,042 shares; 2025Q1: 12,548 shares; 2025Q2: 12,863 shares; 2025Q3: 12,030 shares 12,030 $793K 0.11% -833 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,816 shares; 2024Q4: 20,095 shares; 2025Q1: 21,993 shares; 2025Q2: 21,955 shares; 2025Q3: 22,232 shares 22,232 $782K 0.1% +277 Timeline MTUM 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: 3,024 shares; 2024Q4: 3,030 shares; 2025Q1: 3,033 shares; 2025Q2: 3,014 shares; 2025Q3: 3,002 shares 3,002 $770K 0.1% -12 Timeline CPER UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX 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: 25,638 shares 25,638 $769K 0.1% new Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,332 shares; 2024Q4: 5,098 shares; 2025Q1: 5,074 shares; 2025Q2: 5,091 shares; 2025Q3: 4,978 shares 4,978 $765K 0.1% -113 Timeline DIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,792 shares; 2024Q4: 23,089 shares; 2025Q1: 36,782 shares; 2025Q2: 39,354 shares; 2025Q3: 41,887 shares 41,887 $741K 0.1% +2,533 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: 28,866 shares; 2024Q4: 28,647 shares; 2025Q1: 11,774 shares; 2025Q2: 10,202 shares; 2025Q3: 11,756 shares 11,756 $692K 0.09% +1,554 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,823 shares; 2024Q4: 2,878 shares; 2025Q1: 3,105 shares; 2025Q2: 2,935 shares; 2025Q3: 3,880 shares 3,880 $690K 0.09% +945 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: 5,270 shares; 2024Q4: 5,768 shares; 2025Q1: 5,789 shares; 2025Q2: 5,571 shares; 2025Q3: 4,797 shares 4,797 $684K 0.09% -774 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,222 shares 2,222 $666K 0.09% new 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: 2,882 shares; 2024Q4: 3,006 shares; 2025Q1: 3,377 shares; 2025Q2: 3,749 shares; 2025Q3: 3,739 shares 3,739 $661K 0.09% -10 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: 4,764 shares; 2024Q4: 4,883 shares; 2025Q1: 5,421 shares; 2025Q2: 5,515 shares; 2025Q3: 5,868 shares 5,868 $660K 0.09% +353 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,905 shares; 2024Q4: 6,231 shares; 2025Q1: 7,583 shares; 2025Q2: 7,577 shares; 2025Q3: 8,259 shares 8,259 $652K 0.09% +682 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: 10,722 shares; 2024Q4: 2,637 shares; 2025Q1: 2,560 shares; 2025Q2: 2,475 shares; 2025Q3: 2,553 shares 2,553 $649K 0.09% +78 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: 1,423 shares; 2024Q4: 1,505 shares; 2025Q1: 1,508 shares; 2025Q2: 1,510 shares; 2025Q3: 1,416 shares 1,416 $647K 0.09% -94 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: 2,266 shares; 2024Q4: 2,262 shares; 2025Q1: 2,258 shares; 2025Q2: 2,337 shares; 2025Q3: 2,274 shares 2,274 $642K 0.09% -63 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,400 shares; 2024Q4: 10,314 shares; 2025Q1: 11,399 shares; 2025Q2: 6,889 shares; 2025Q3: 6,931 shares 6,931 $636K 0.09% +42 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: 6,789 shares 6,789 $634K 0.08% new Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,727 shares; 2024Q4: 3,923 shares; 2025Q1: 3,942 shares; 2025Q2: 3,775 shares; 2025Q3: 3,363 shares 3,363 $624K 0.08% -412 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: 29,143 shares; 2024Q4: 27,954 shares; 2025Q1: 31,575 shares; 2025Q2: 31,801 shares; 2025Q3: 13,958 shares 13,958 $613K 0.08% -17,843 Timeline XSLV 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: 9,911 shares; 2024Q4: 10,255 shares; 2025Q1: 12,188 shares; 2025Q2: 13,128 shares; 2025Q3: 13,229 shares 13,229 $613K 0.08% +101 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: 7,987 shares; 2024Q4: 8,027 shares; 2025Q1: 8,106 shares; 2025Q2: 7,938 shares; 2025Q3: 7,811 shares 7,811 $612K 0.08% -127 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: 1,443 shares; 2024Q4: 1,465 shares; 2025Q1: 1,672 shares; 2025Q2: 1,529 shares; 2025Q3: 1,729 shares 1,729 $610K 0.08% +200 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,586 shares; 2024Q4: 19,418 shares; 2025Q1: 20,042 shares; 2025Q2: 18,065 shares; 2025Q3: 16,297 shares 16,297 $596K 0.08% -1,768 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: 5,450 shares; 2024Q4: 5,746 shares; 2025Q1: 8,085 shares; 2025Q2: 8,237 shares; 2025Q3: 8,754 shares 8,754 $571K 0.08% +517 Timeline HEDJ 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: not reported; 2024Q4: 7,190 shares; 2025Q1: 8,925 shares; 2025Q2: 9,418 shares; 2025Q3: 11,245 shares 11,245 $567K 0.08% +1,827 Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,293 shares; 2024Q4: 6,783 shares; 2025Q1: 6,783 shares; 2025Q2: 6,783 shares; 2025Q3: 6,427 shares 6,427 $558K 0.07% -356 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: 839 shares; 2024Q4: 895 shares; 2025Q1: 960 shares; 2025Q2: 931 shares; 2025Q3: 932 shares 932 $555K 0.07% +1 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: 1,063 shares; 2024Q4: 995 shares; 2025Q1: 1,906 shares; 2025Q2: 2,034 shares; 2025Q3: 1,859 shares 1,859 $553K 0.07% -175 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: 6,678 shares; 2024Q4: 26,373 shares; 2025Q1: 27,205 shares; 2025Q2: 28,030 shares; 2025Q3: 7,294 shares 7,294 $551K 0.07% -20,736 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: 5,245 shares; 2024Q4: 5,280 shares; 2025Q1: 5,502 shares; 2025Q2: 5,802 shares; 2025Q3: 5,821 shares 5,821 $549K 0.07% +19 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,500 shares; 2024Q4: 33,311 shares; 2025Q1: 37,471 shares; 2025Q2: 16,310 shares; 2025Q3: 17,767 shares 17,767 $527K 0.07% +1,457 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,306 shares; 2024Q4: 9,221 shares; 2025Q1: 9,070 shares; 2025Q2: 8,011 shares; 2025Q3: 7,795 shares 7,795 $525K 0.07% -216 Timeline HDV 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: 4,091 shares; 2024Q4: 4,354 shares; 2025Q1: 4,354 shares; 2025Q2: 4,157 shares; 2025Q3: 4,152 shares 4,152 $508K 0.07% -5 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: 1,896 shares; 2024Q4: 2,156 shares; 2025Q1: 2,384 shares; 2025Q2: 2,493 shares; 2025Q3: 2,405 shares 2,405 $503K 0.07% -88 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: 5,177 shares; 2024Q4: 5,244 shares; 2025Q1: 5,524 shares; 2025Q2: 5,448 shares; 2025Q3: 5,441 shares 5,441 $497K 0.07% -7 Timeline DXJ 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: not reported; 2024Q4: 2,429 shares; 2025Q1: 3,152 shares; 2025Q2: 3,362 shares; 2025Q3: 3,877 shares 3,877 $496K 0.07% +515 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: 5,390 shares; 2024Q4: 5,022 shares; 2025Q1: 5,413 shares; 2025Q2: 5,098 shares; 2025Q3: 4,807 shares 4,807 $495K 0.07% -291 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: 27,619 shares; 2024Q4: 27,216 shares; 2025Q1: 27,483 shares; 2025Q2: 33,153 shares; 2025Q3: 29,100 shares 29,100 $495K 0.07% -4,053 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: not reported; 2024Q4: 5,497 shares; 2025Q1: 7,263 shares; 2025Q2: 7,735 shares; 2025Q3: 9,107 shares 9,107 $483K 0.06% +1,372 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,501 shares; 2025Q1: 4,612 shares; 2025Q2: 4,974 shares; 2025Q3: 6,189 shares 6,189 $481K 0.06% +1,215 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: 3,404 shares; 2024Q4: 3,411 shares; 2025Q1: 3,498 shares; 2025Q2: 3,477 shares; 2025Q3: 3,703 shares 3,703 $480K 0.06% +226 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: 375 shares; 2024Q4: 375 shares; 2025Q1: 363 shares; 2025Q2: 375 shares; 2025Q3: 383 shares 383 $459K 0.06% +8 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,393 shares; 2024Q4: 12,544 shares; 2025Q1: 12,544 shares; 2025Q2: 12,787 shares; 2025Q3: 12,787 shares 12,787 $454K 0.06% 0 Timeline XSVM 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: 4,859 shares; 2025Q1: 6,381 shares; 2025Q2: 6,777 shares; 2025Q3: 7,991 shares 7,991 $451K 0.06% +1,214 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: 905 shares; 2024Q4: 1,258 shares; 2025Q1: 1,132 shares; 2025Q2: 1,073 shares; 2025Q3: 946 shares 946 $439K 0.06% -127 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: 1,833 shares; 2024Q4: 1,836 shares; 2025Q1: 1,848 shares; 2025Q2: 2,087 shares; 2025Q3: 2,713 shares 2,713 $421K 0.06% +626 Timeline JXI 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: 5,242 shares 5,242 $407K 0.05% new Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,649 shares; 2024Q4: 12,022 shares; 2025Q1: 11,649 shares; 2025Q2: 19,245 shares; 2025Q3: 19,380 shares 19,380 $406K 0.05% +135 Timeline SPHD 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: 7,190 shares; 2024Q4: 7,192 shares; 2025Q1: 7,285 shares; 2025Q2: 8,635 shares; 2025Q3: 8,191 shares 8,191 $405K 0.05% -444 Timeline FDN 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: 1,714 shares; 2024Q4: 1,712 shares; 2025Q1: 1,451 shares; 2025Q2: 1,451 shares; 2025Q3: 1,442 shares 1,442 $404K 0.05% -9 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,179 shares 2,179 $397K 0.05% new Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,848 shares 8,848 $394K 0.05% new 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: 6,212 shares; 2024Q4: 6,303 shares; 2025Q1: 6,241 shares; 2025Q2: 6,245 shares; 2025Q3: 6,043 shares 6,043 $393K 0.05% -202 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: 8,505 shares; 2024Q4: 8,457 shares; 2025Q1: 7,727 shares; 2025Q2: 9,036 shares; 2025Q3: 8,482 shares 8,482 $388K 0.05% -554 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: 1,840 shares; 2024Q4: 1,767 shares; 2025Q1: 1,763 shares; 2025Q2: 1,734 shares; 2025Q3: 1,653 shares 1,653 $383K 0.05% -81 Timeline SKYY 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: 4,459 shares; 2024Q4: 4,450 shares; 2025Q1: 2,850 shares; 2025Q2: 2,851 shares; 2025Q3: 2,842 shares 2,842 $382K 0.05% -9 Timeline IBDR 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: 13,647 shares; 2024Q4: 13,773 shares; 2025Q1: 13,837 shares; 2025Q2: 13,933 shares; 2025Q3: 15,326 shares 15,326 $372K 0.05% +1,393 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: not reported; 2024Q4: not reported; 2025Q1: 4,488 shares; 2025Q2: 4,791 shares; 2025Q3: 6,452 shares 6,452 $367K 0.05% +1,661 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 975 shares; 2025Q1: 1,173 shares; 2025Q2: 1,191 shares; 2025Q3: 1,271 shares 1,271 $366K 0.05% +80 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,411 shares 2,411 $358K 0.05% new 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: 372 shares; 2024Q4: 372 shares; 2025Q1: 373 shares; 2025Q2: 373 shares; 2025Q3: 373 shares 373 $357K 0.05% 0 Timeline IBDS 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: 8,689 shares; 2025Q1: 12,982 shares; 2025Q2: 13,079 shares; 2025Q3: 14,424 shares 14,424 $351K 0.05% +1,345 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: 2,723 shares; 2024Q4: 2,503 shares; 2025Q1: 2,172 shares; 2025Q2: 2,184 shares; 2025Q3: 2,196 shares 2,196 $349K 0.05% +12 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,091 shares; 2025Q1: 3,095 shares; 2025Q2: 3,115 shares; 2025Q3: 3,134 shares 3,134 $348K 0.05% +19 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,693 shares; 2025Q3: 6,574 shares 6,574 $347K 0.05% -119 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,360 shares; 2024Q4: 12,212 shares; 2025Q1: 13,279 shares; 2025Q2: 13,440 shares; 2025Q3: 13,391 shares 13,391 $341K 0.05% -49 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,105 shares; 2024Q4: 1,281 shares; 2025Q1: 1,153 shares; 2025Q2: 1,279 shares; 2025Q3: 1,297 shares 1,297 $338K 0.05% +18 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: 2,896 shares; 2024Q4: 2,907 shares; 2025Q1: not reported; 2025Q2: 3,955 shares; 2025Q3: 3,869 shares 3,869 $337K 0.05% -86 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: 533 shares; 2024Q4: 534 shares; 2025Q1: 504 shares; 2025Q2: 577 shares; 2025Q3: 588 shares 588 $335K 0.04% +11 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,475 shares; 2024Q4: 1,959 shares; 2025Q1: 2,143 shares; 2025Q2: 2,082 shares; 2025Q3: 1,632 shares 1,632 $334K 0.04% -450 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: 2,570 shares; 2024Q4: 2,570 shares; 2025Q1: 2,570 shares; 2025Q2: 2,603 shares; 2025Q3: 2,603 shares 2,603 $334K 0.04% 0 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: 1,186 shares; 2024Q4: 1,189 shares; 2025Q1: 1,195 shares; 2025Q2: 1,338 shares; 2025Q3: 1,322 shares 1,322 $332K 0.04% -16 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: 2,674 shares; 2024Q4: 2,570 shares; 2025Q1: 2,547 shares; 2025Q2: 2,585 shares; 2025Q3: 2,270 shares 2,270 $321K 0.04% -315 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,862 shares; 2024Q4: 24,404 shares; 2025Q1: 5,997 shares; 2025Q2: 6,050 shares; 2025Q3: 5,622 shares 5,622 $320K 0.04% -428 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: not reported; 2024Q4: 1,964 shares; 2025Q1: not reported; 2025Q2: 1,984 shares; 2025Q3: 2,768 shares 2,768 $317K 0.04% +784 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,752 shares; 2024Q4: 6,695 shares; 2025Q1: 6,678 shares; 2025Q2: 6,374 shares; 2025Q3: 6,497 shares 6,497 $315K 0.04% +123 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: 1,897 shares; 2024Q4: 1,726 shares; 2025Q1: 1,793 shares; 2025Q2: 2,166 shares; 2025Q3: 2,153 shares 2,153 $311K 0.04% -13 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,166 shares; 2024Q4: 6,162 shares; 2025Q1: 5,164 shares; 2025Q2: 4,094 shares; 2025Q3: 3,662 shares 3,662 $304K 0.04% -432 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,475 shares; 2025Q3: 2,106 shares 2,106 $302K 0.04% -369 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,664 shares 1,664 $297K 0.04% new Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,408 shares; 2024Q4: 1,408 shares; 2025Q1: 1,408 shares; 2025Q2: 1,408 shares; 2025Q3: 1,408 shares 1,408 $292K 0.04% 0 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194 shares; 2024Q4: 194 shares; 2025Q1: 194 shares; 2025Q2: 194 shares; 2025Q3: 194 shares 194 $290K 0.04% 0 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,391 shares; 2025Q3: 10,227 shares 10,227 $289K 0.04% +1,836 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: 2,151 shares; 2024Q4: 2,162 shares; 2025Q1: 2,138 shares; 2025Q2: 2,147 shares; 2025Q3: 2,055 shares 2,055 $284K 0.04% -92 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,881 shares; 2024Q4: 11,983 shares; 2025Q1: 12,007 shares; 2025Q2: 12,046 shares; 2025Q3: 11,008 shares 11,008 $282K 0.04% -1,038 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: 3,547 shares; 2024Q4: 3,759 shares; 2025Q1: 3,969 shares; 2025Q2: 3,779 shares; 2025Q3: 4,472 shares 4,472 $274K 0.04% +693 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: not reported; 2025Q2: not reported; 2025Q3: 610 shares 610 $273K 0.04% new Timeline ISHARES TR 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: 10,506 shares; 2024Q4: 10,691 shares; 2025Q1: 10,721 shares; 2025Q2: 10,768 shares; 2025Q3: 10,816 shares 10,816 $272K 0.04% +48 RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,259 shares; 2024Q4: 6,269 shares; 2025Q1: 5,135 shares; 2025Q2: 4,291 shares; 2025Q3: 4,051 shares 4,051 $267K 0.04% -240 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,254 shares; 2025Q2: 4,233 shares; 2025Q3: 4,484 shares 4,484 $266K 0.04% +251 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: 455 shares; 2024Q4: 459 shares; 2025Q1: 459 shares; 2025Q2: 422 shares; 2025Q3: 382 shares 382 $261K 0.03% -40 Timeline CPTL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,441 shares; 2024Q4: 5,250 shares; 2025Q1: 6,075 shares; 2025Q2: 6,132 shares; 2025Q3: 5,948 shares 5,948 $257K 0.03% -184 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: 699 shares; 2024Q4: 648 shares; 2025Q1: 627 shares; 2025Q2: 603 shares; 2025Q3: 623 shares 623 $253K 0.03% +20 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: 691 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 725 shares; 2025Q3: 737 shares 737 $251K 0.03% +12 Timeline SUSA 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: 1,913 shares; 2024Q4: 1,836 shares; 2025Q1: 1,921 shares; 2025Q2: 1,817 shares; 2025Q3: 1,777 shares 1,777 $241K 0.03% -40 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,798 shares; 2024Q4: 22,146 shares; 2025Q1: not reported; 2025Q2: 22,419 shares; 2025Q3: 22,419 shares 22,419 $235K 0.03% 0 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,149 shares; 2024Q4: 2,208 shares; 2025Q1: 2,067 shares; 2025Q2: 1,985 shares; 2025Q3: 2,173 shares 2,173 $232K 0.03% +188 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,504 shares; 2025Q2: 1,903 shares; 2025Q3: 1,848 shares 1,848 $229K 0.03% -55 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: 2,584 shares; 2024Q4: 2,707 shares; 2025Q1: 2,578 shares; 2025Q2: 2,687 shares; 2025Q3: 2,703 shares 2,703 $223K 0.03% +16 Timeline IGM 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: 1,747 shares 1,747 $220K 0.03% new Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,766 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,766 shares 4,766 $218K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 813 shares; 2025Q3: 772 shares 772 $218K 0.03% -41 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: 1,368 shares; 2024Q4: 1,427 shares; 2025Q1: 1,412 shares; 2025Q2: 1,431 shares; 2025Q3: 1,307 shares 1,307 $217K 0.03% -124 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,602 shares 4,602 $213K 0.03% new Timeline TER TERADYNE INC More: the full row for TERADYNE 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: 1,546 shares 1,546 $213K 0.03% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,152 shares; 2024Q4: 983 shares; 2025Q1: 986 shares; 2025Q2: 994 shares; 2025Q3: 997 shares 997 $210K 0.03% +3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 89 shares 89 $208K 0.03% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,113 shares; 2024Q4: 1,113 shares; 2025Q1: 1,118 shares; 2025Q2: 1,117 shares; 2025Q3: 1,117 shares 1,117 $205K 0.03% 0 Timeline CGBD CARLYLE SECURED LENDING INC More: the full row for CARLYLE SECURED LENDING 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: 14,863 shares; 2025Q3: 14,863 shares 14,863 $186K 0.02% 0 Timeline