GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 297,689 shares; 2024Q4: 343,392 shares; 2025Q1: 371,367 shares; 2025Q2: 396,942 shares; 2025Q3: 358,715 shares 358,715 $27.4M 7.68% -38,227 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: 27,637 shares; 2024Q4: 27,150 shares; 2025Q1: 27,612 shares; 2025Q2: 27,020 shares; 2025Q3: 26,981 shares 26,981 $18.1M 5.06% -39 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: 248,309 shares; 2024Q4: 256,194 shares; 2025Q1: 257,227 shares; 2025Q2: 257,361 shares; 2025Q3: 267,640 shares 267,640 $17.5M 4.89% +10,279 Timeline RSP 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: 67,213 shares; 2024Q4: 67,667 shares; 2025Q1: 76,798 shares; 2025Q2: 80,039 shares; 2025Q3: 82,882 shares 82,882 $15.7M 4.41% +2,843 Timeline FFSM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260,415 shares; 2024Q4: 354,974 shares; 2025Q1: 394,676 shares; 2025Q2: 406,512 shares; 2025Q3: 405,619 shares 405,619 $11.8M 3.32% -893 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 187,137 shares; 2025Q1: 257,717 shares; 2025Q2: 325,298 shares; 2025Q3: 347,852 shares 347,852 $11.7M 3.29% +22,554 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: 179,743 shares; 2024Q4: 111,057 shares; 2025Q1: 110,215 shares; 2025Q2: 114,286 shares; 2025Q3: 113,929 shares 113,929 $9.95M 2.79% -357 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: 29,143 shares; 2024Q4: 28,560 shares; 2025Q1: 10,442 shares; 2025Q2: 10,011 shares; 2025Q3: 16,219 shares 16,219 $9.93M 2.78% +6,208 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: 151,345 shares; 2024Q4: 149,802 shares; 2025Q1: 36,907 shares; 2025Q2: 37,302 shares; 2025Q3: 38,085 shares 38,085 $9.7M 2.72% +783 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 142,428 shares; 2025Q1: 198,100 shares; 2025Q2: 248,060 shares; 2025Q3: 269,266 shares 269,266 $9.5M 2.66% +21,206 Timeline TACK CAPITOL SER TR More: the full row for CAPITOL SER 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: 293,357 shares 293,357 $8.8M 2.47% new 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: 92,575 shares; 2024Q4: 93,409 shares; 2025Q1: 92,803 shares; 2025Q2: 61,139 shares; 2025Q3: 60,873 shares 60,873 $7.79M 2.18% -266 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: 96,485 shares; 2024Q4: 100,291 shares; 2025Q1: 96,527 shares; 2025Q2: 66,308 shares; 2025Q3: 65,557 shares 65,557 $7.79M 2.18% -751 Timeline SPSM 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: 129,380 shares; 2025Q3: 162,330 shares 162,330 $7.52M 2.11% +32,950 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,619 shares; 2024Q4: 99,329 shares; 2025Q1: 128,794 shares; 2025Q2: 216,995 shares; 2025Q3: 244,557 shares 244,557 $7.36M 2.06% +27,562 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: 53,770 shares; 2024Q4: 53,706 shares; 2025Q1: 12,074 shares; 2025Q2: 12,846 shares; 2025Q3: 12,831 shares 12,831 $6.65M 1.86% -15 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: 95,161 shares; 2024Q4: 96,747 shares; 2025Q1: 98,810 shares; 2025Q2: 104,069 shares; 2025Q3: 124,626 shares 124,626 $6.26M 1.76% +20,557 Timeline DOL 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: 89,987 shares; 2024Q4: 89,120 shares; 2025Q1: 86,570 shares; 2025Q2: 93,271 shares; 2025Q3: 93,268 shares 93,268 $5.81M 1.63% -3 Timeline DGRW 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: 51,734 shares; 2024Q4: 53,661 shares; 2025Q1: 56,971 shares; 2025Q2: 62,604 shares; 2025Q3: 63,127 shares 63,127 $5.62M 1.57% +523 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: 8,348 shares; 2024Q4: 7,763 shares; 2025Q1: 7,732 shares; 2025Q2: 7,674 shares; 2025Q3: 7,611 shares 7,611 $5.07M 1.42% -63 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: 12,036 shares; 2024Q4: 15,747 shares; 2025Q1: 15,216 shares; 2025Q2: 16,786 shares; 2025Q3: 16,830 shares 16,830 $4.09M 1.15% +44 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,933 shares; 2024Q4: 147,094 shares; 2025Q1: 118,614 shares; 2025Q2: 115,651 shares; 2025Q3: 115,651 shares 115,651 $3.63M 1.02% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,626 shares; 2024Q4: 4,419 shares; 2025Q1: 4,779 shares; 2025Q2: 4,878 shares; 2025Q3: 4,680 shares 4,680 $3.57M 1% -198 Timeline RSPN 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: 52,184 shares; 2024Q4: 54,422 shares; 2025Q1: 57,830 shares; 2025Q2: 57,350 shares; 2025Q3: 56,783 shares 56,783 $3.19M 0.89% -567 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: 49,020 shares; 2024Q4: 49,862 shares; 2025Q1: 17,373 shares; 2025Q2: 18,594 shares; 2025Q3: 30,502 shares 30,502 $3.14M 0.88% +11,908 Timeline KINS KINGSTONE COS INC More: the full row for KINGSTONE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,400 shares; 2024Q4: 110,025 shares; 2025Q1: 99,600 shares; 2025Q2: 156,500 shares; 2025Q3: 211,690 shares 211,690 $3.11M 0.87% +55,190 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: 37,262 shares; 2024Q4: 67,500 shares; 2025Q1: 65,887 shares; 2025Q2: 16,744 shares; 2025Q3: 16,646 shares 16,646 $3.11M 0.87% -98 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,531 shares; 2024Q4: 8,531 shares; 2025Q1: 6,837 shares; 2025Q2: 8,604 shares; 2025Q3: 7,903 shares 7,903 $2.61M 0.73% -701 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: 2,158 shares; 2024Q4: 2,105 shares; 2025Q1: 2,811 shares; 2025Q2: 3,169 shares; 2025Q3: 3,179 shares 3,179 $2.53M 0.71% +10 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: 9,898 shares; 2024Q4: 10,004 shares; 2025Q1: 9,870 shares; 2025Q2: 10,227 shares; 2025Q3: 10,377 shares 10,377 $2.53M 0.71% +150 Timeline JBND 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: 41,939 shares; 2025Q3: 46,460 shares 46,460 $2.52M 0.71% +4,521 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: 74,958 shares; 2024Q4: 74,986 shares; 2025Q1: 4,313 shares; 2025Q2: 4,909 shares; 2025Q3: 4,909 shares 4,909 $2.47M 0.69% 0 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: 6,775 shares; 2024Q4: 6,464 shares; 2025Q1: 6,465 shares; 2025Q2: 9,711 shares; 2025Q3: 9,712 shares 9,712 $2.35M 0.66% +1 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: 15,947 shares; 2024Q4: 15,912 shares; 2025Q1: 15,912 shares; 2025Q2: 23,507 shares; 2025Q3: 23,507 shares 23,507 $2.27M 0.64% 0 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: 7,071 shares; 2024Q4: 7,005 shares; 2025Q1: 6,577 shares; 2025Q2: 6,847 shares; 2025Q3: 6,836 shares 6,836 $2.08M 0.58% -11 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: 3,589 shares; 2024Q4: 3,569 shares; 2025Q1: 3,562 shares; 2025Q2: 3,590 shares; 2025Q3: 3,602 shares 3,602 $2.05M 0.57% +12 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: 3,729 shares; 2024Q4: 4,034 shares; 2025Q1: 3,921 shares; 2025Q2: 4,221 shares; 2025Q3: 4,270 shares 4,270 $2.04M 0.57% +49 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: 5,462 shares; 2024Q4: 5,405 shares; 2025Q1: 5,654 shares; 2025Q2: 6,283 shares; 2025Q3: 6,321 shares 6,321 $1.99M 0.56% +38 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: 22,371 shares; 2024Q4: 22,899 shares; 2025Q1: 22,116 shares; 2025Q2: 22,428 shares; 2025Q3: 24,797 shares 24,797 $1.99M 0.56% +2,369 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: 1,543 shares; 2024Q4: 1,590 shares; 2025Q1: 2,279 shares; 2025Q2: 2,694 shares; 2025Q3: 2,674 shares 2,674 $1.96M 0.55% -20 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: 11,593 shares; 2024Q4: 11,996 shares; 2025Q1: 11,812 shares; 2025Q2: 12,126 shares; 2025Q3: 12,085 shares 12,085 $1.75M 0.49% -41 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: 2,856 shares; 2024Q4: 2,954 shares; 2025Q1: 2,859 shares; 2025Q2: 2,867 shares; 2025Q3: 2,870 shares 2,870 $1.72M 0.48% +3 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: 7,581 shares; 2024Q4: 7,861 shares; 2025Q1: 9,024 shares; 2025Q2: 9,068 shares; 2025Q3: 8,983 shares 8,983 $1.67M 0.47% -85 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: 14,137 shares; 2024Q4: 15,631 shares; 2025Q1: 15,872 shares; 2025Q2: 17,785 shares; 2025Q3: 17,892 shares 17,892 $1.56M 0.44% +107 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: 4,603 shares; 2024Q4: 7,333 shares; 2025Q1: 7,154 shares; 2025Q2: 6,897 shares; 2025Q3: 6,929 shares 6,929 $1.52M 0.43% +32 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: 4,337 shares; 2024Q4: 4,325 shares; 2025Q1: 3,417 shares; 2025Q2: 3,646 shares; 2025Q3: 3,665 shares 3,665 $1.49M 0.42% +19 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: 3,132 shares; 2024Q4: 3,271 shares; 2025Q1: 3,938 shares; 2025Q2: 3,874 shares; 2025Q3: 3,920 shares 3,920 $1.45M 0.41% +46 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: 6,387 shares; 2024Q4: 6,564 shares; 2025Q1: 6,887 shares; 2025Q2: 8,164 shares; 2025Q3: 8,316 shares 8,316 $1.39M 0.39% +152 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: 1,352 shares; 2024Q4: 5,355 shares; 2025Q1: 5,584 shares; 2025Q2: 5,973 shares; 2025Q3: 5,971 shares 5,971 $1.38M 0.39% -2 Timeline SMMD 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: 8,598 shares; 2025Q3: 18,118 shares 18,118 $1.34M 0.37% +9,520 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: 9,478 shares; 2024Q4: 10,189 shares; 2025Q1: 10,530 shares; 2025Q2: 11,780 shares; 2025Q3: 12,248 shares 12,248 $1.31M 0.37% +468 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: 6,307 shares; 2024Q4: 5,859 shares; 2025Q1: 5,852 shares; 2025Q2: 7,059 shares; 2025Q3: 7,075 shares 7,075 $1.3M 0.36% +16 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,267 shares; 2024Q4: 2,267 shares; 2025Q1: 2,267 shares; 2025Q2: 2,267 shares; 2025Q3: 8,872 shares 8,872 $1.29M 0.36% +6,605 Timeline CURI CURIOSITYSTREAM INC More: the full row for CURIOSITYSTREAM 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: 110,872 shares; 2025Q3: 240,028 shares 240,028 $1.27M 0.36% +129,156 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: 5,296 shares; 2024Q4: 5,200 shares; 2025Q1: 6,796 shares; 2025Q2: 7,653 shares; 2025Q3: 7,619 shares 7,619 $1.27M 0.36% -34 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,727 shares; 2024Q4: 2,371 shares; 2025Q1: 2,408 shares; 2025Q2: 2,519 shares; 2025Q3: 2,482 shares 2,482 $1.24M 0.35% -37 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: 5,643 shares; 2024Q4: 5,675 shares; 2025Q1: 5,694 shares; 2025Q2: 5,694 shares; 2025Q3: 5,710 shares 5,710 $1.23M 0.35% +16 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: 3,452 shares; 2024Q4: 3,612 shares; 2025Q1: 3,182 shares; 2025Q2: 3,579 shares; 2025Q3: 3,567 shares 3,567 $1.22M 0.34% -12 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,560 shares; 2024Q4: 4,533 shares; 2025Q1: 4,507 shares; 2025Q2: 4,624 shares; 2025Q3: 4,641 shares 4,641 $1.21M 0.34% +17 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: 1,217 shares; 2024Q4: 1,147 shares; 2025Q1: 1,155 shares; 2025Q2: 1,257 shares; 2025Q3: 1,257 shares 1,257 $1.16M 0.33% 0 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: 12,326 shares; 2024Q4: 12,596 shares; 2025Q1: 15,439 shares; 2025Q2: 16,762 shares; 2025Q3: 16,961 shares 16,961 $1.16M 0.33% +199 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: 3,431 shares; 2024Q4: 3,559 shares; 2025Q1: 3,505 shares; 2025Q2: 3,474 shares; 2025Q3: 3,240 shares 3,240 $1.12M 0.31% -234 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: 7,674 shares; 2024Q4: 6,945 shares; 2025Q1: 6,329 shares; 2025Q2: 6,325 shares; 2025Q3: 5,927 shares 5,927 $1.11M 0.31% -398 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: 7,247 shares; 2024Q4: 3,760 shares; 2025Q1: 3,643 shares; 2025Q2: 3,658 shares; 2025Q3: 3,747 shares 3,747 $1.1M 0.31% +89 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: 6,399 shares; 2024Q4: 6,492 shares; 2025Q1: 7,296 shares; 2025Q2: 7,295 shares; 2025Q3: 7,085 shares 7,085 $1.09M 0.31% -210 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: 15,168 shares; 2024Q4: 14,397 shares; 2025Q1: 12,374 shares; 2025Q2: 12,359 shares; 2025Q3: 12,055 shares 12,055 $1.08M 0.3% -304 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: 6,023 shares; 2024Q4: 6,445 shares; 2025Q1: 6,445 shares; 2025Q2: 12,661 shares; 2025Q3: 17,198 shares 17,198 $1.03M 0.29% +4,537 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,846 shares; 2025Q3: 17,996 shares 17,996 $1.03M 0.29% +150 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: 17,296 shares; 2024Q4: 18,279 shares; 2025Q1: 20,132 shares; 2025Q2: 19,938 shares; 2025Q3: 19,889 shares 19,889 $1.03M 0.29% -49 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,123 shares; 2024Q4: 18,758 shares; 2025Q1: 18,528 shares; 2025Q2: 19,695 shares; 2025Q3: 20,123 shares 20,123 $1.01M 0.28% +428 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: 4,249 shares; 2024Q4: 4,410 shares; 2025Q1: 4,200 shares; 2025Q2: 4,227 shares; 2025Q3: 4,079 shares 4,079 $1.01M 0.28% -148 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: 14,449 shares; 2024Q4: 11,633 shares; 2025Q1: 12,360 shares; 2025Q2: 14,469 shares; 2025Q3: 15,066 shares 15,066 $999K 0.28% +597 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,110 shares; 2024Q4: 15,113 shares; 2025Q1: 15,113 shares; 2025Q2: 15,113 shares; 2025Q3: 15,112 shares 15,112 $998K 0.28% -1 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,853 shares; 2024Q4: 4,746 shares; 2025Q1: 4,962 shares; 2025Q2: 4,765 shares; 2025Q3: 4,886 shares 4,886 $969K 0.27% +121 Timeline MEAR 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: 14,527 shares; 2024Q4: 15,304 shares; 2025Q1: 16,756 shares; 2025Q2: 19,189 shares; 2025Q3: 18,898 shares 18,898 $955K 0.27% -291 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,663 shares; 2024Q4: 2,725 shares; 2025Q1: 3,000 shares; 2025Q2: 3,319 shares; 2025Q3: 3,368 shares 3,368 $950K 0.27% +49 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: 11,729 shares; 2024Q4: 11,825 shares; 2025Q1: 11,082 shares; 2025Q2: 11,680 shares; 2025Q3: 11,131 shares 11,131 $934K 0.26% -549 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,491 shares; 2024Q4: 2,514 shares; 2025Q1: 2,897 shares; 2025Q2: 3,065 shares; 2025Q3: 3,150 shares 3,150 $924K 0.26% +85 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: 4,967 shares; 2024Q4: 4,851 shares; 2025Q1: 4,777 shares; 2025Q2: 5,650 shares; 2025Q3: 5,597 shares 5,597 $890K 0.25% -53 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: 12,050 shares; 2024Q4: 12,050 shares; 2025Q1: 12,050 shares; 2025Q2: 12,050 shares; 2025Q3: 12,050 shares 12,050 $883K 0.25% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,008 shares; 2024Q4: 3,008 shares; 2025Q1: 3,008 shares; 2025Q2: 3,044 shares; 2025Q3: 3,443 shares 3,443 $875K 0.25% +399 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,626 shares; 2024Q4: 3,161 shares; 2025Q1: 3,119 shares; 2025Q2: 3,155 shares; 2025Q3: 3,113 shares 3,113 $869K 0.24% -42 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO 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: 5,125 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares 5,000 $851K 0.24% 0 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,078 shares; 2024Q4: 36,725 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,817 shares 16,817 $848K 0.24% new Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,414 shares; 2024Q4: 3,264 shares; 2025Q1: 3,503 shares; 2025Q2: 3,598 shares; 2025Q3: 3,664 shares 3,664 $841K 0.24% +66 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,377 shares; 2024Q4: 3,342 shares; 2025Q1: 3,265 shares; 2025Q2: 3,342 shares; 2025Q3: 3,345 shares 3,345 $841K 0.24% +3 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: 3,691 shares; 2024Q4: 3,554 shares; 2025Q1: 3,809 shares; 2025Q2: 3,821 shares; 2025Q3: 3,823 shares 3,823 $805K 0.23% +2 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: 12,992 shares; 2024Q4: 11,797 shares; 2025Q1: 11,797 shares; 2025Q2: 11,797 shares; 2025Q3: 11,797 shares 11,797 $803K 0.23% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,946 shares; 2024Q4: 4,843 shares; 2025Q1: 4,968 shares; 2025Q2: 6,035 shares; 2025Q3: 5,961 shares 5,961 $798K 0.22% -74 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: 3,421 shares; 2024Q4: 3,345 shares; 2025Q1: 3,062 shares; 2025Q2: 3,208 shares; 2025Q3: 3,208 shares 3,208 $788K 0.22% 0 Timeline 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: 8,835 shares; 2024Q4: 8,184 shares; 2025Q1: 7,834 shares; 2025Q2: 8,044 shares; 2025Q3: 10,001 shares 10,001 $783K 0.22% +1,957 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,299 shares; 2024Q4: 3,678 shares; 2025Q1: 4,827 shares; 2025Q2: 4,716 shares; 2025Q3: 4,973 shares 4,973 $772K 0.22% +257 Timeline GNSS GENASYS INC More: the full row for GENASYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,000 shares; 2025Q1: 313,267 shares; 2025Q2: 313,267 shares; 2025Q3: 313,267 shares 313,267 $768K 0.22% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,526 shares; 2024Q4: 1,768 shares; 2025Q1: 2,037 shares; 2025Q2: 2,504 shares; 2025Q3: 2,579 shares 2,579 $728K 0.2% +75 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: 13,764 shares; 2024Q4: 10,333 shares; 2025Q1: 6,504 shares; 2025Q2: 6,894 shares; 2025Q3: 6,450 shares 6,450 $727K 0.2% -444 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 859 shares; 2025Q1: 859 shares; 2025Q2: 923 shares; 2025Q3: 923 shares 923 $713K 0.2% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,770 shares; 2024Q4: 25,671 shares; 2025Q1: 25,716 shares; 2025Q2: 25,760 shares; 2025Q3: 25,801 shares 25,801 $680K 0.19% +41 Timeline RPID RAPID MICRO BIOSYSTEMS INC More: the full row for RAPID MICRO BIOSYSTEMS 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: 131,265 shares; 2025Q2: 44,000 shares; 2025Q3: 200,234 shares 200,234 $669K 0.19% +156,234 Timeline RDVT RED VIOLET INC More: the full row for RED VIOLET 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: 7,000 shares; 2025Q3: 12,775 shares 12,775 $667K 0.19% +5,775 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 11,275 shares 11,275 $667K 0.19% new Timeline SNWV SANUWAVE HEALTH INC More: the full row for SANUWAVE HEALTH 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: 25,050 shares; 2025Q3: 17,600 shares 17,600 $660K 0.18% -7,450 Timeline DUOT DUOS TECHNOLOGIES GROUP INC More: the full row for DUOS TECHNOLOGIES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 89,300 shares 89,300 $657K 0.18% new 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: 1,705 shares; 2024Q4: 1,712 shares; 2025Q1: 1,998 shares; 2025Q2: 2,177 shares; 2025Q3: 1,835 shares 1,835 $654K 0.18% -342 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: 517 shares; 2025Q1: 473 shares; 2025Q2: 536 shares; 2025Q3: 538 shares 538 $627K 0.18% +2 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares 20,000 $625K 0.18% 0 Timeline SCHA 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: 11,044 shares; 2024Q4: 16,082 shares; 2025Q1: 16,107 shares; 2025Q2: 16,673 shares; 2025Q3: 22,173 shares 22,173 $619K 0.17% +5,500 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,832 shares; 2024Q4: 17,568 shares; 2025Q1: 17,620 shares; 2025Q2: 20,681 shares; 2025Q3: 20,756 shares 20,756 $615K 0.17% +75 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,717 shares; 2024Q4: 5,973 shares; 2025Q1: 6,311 shares; 2025Q2: 6,752 shares; 2025Q3: 6,833 shares 6,833 $612K 0.17% +81 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: 1,265 shares; 2024Q4: 1,508 shares; 2025Q1: 1,563 shares; 2025Q2: 1,792 shares; 2025Q3: 1,802 shares 1,802 $593K 0.17% +10 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,233 shares; 2025Q1: 7,966 shares; 2025Q2: 8,006 shares; 2025Q3: 8,006 shares 8,006 $573K 0.16% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,679 shares; 2024Q4: 3,764 shares; 2025Q1: 3,683 shares; 2025Q2: 3,682 shares; 2025Q3: 3,680 shares 3,680 $568K 0.16% -2 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,923 shares; 2024Q4: 5,923 shares; 2025Q1: 5,460 shares; 2025Q2: 10,315 shares; 2025Q3: 10,315 shares 10,315 $551K 0.15% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,071 shares; 2024Q4: 871 shares; 2025Q1: 871 shares; 2025Q2: 871 shares; 2025Q3: 871 shares 871 $519K 0.15% 0 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: not reported; 2024Q4: 696 shares; 2025Q1: not reported; 2025Q2: 696 shares; 2025Q3: 1,575 shares 1,575 $517K 0.14% +879 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: 4,101 shares; 2024Q4: 4,582 shares; 2025Q1: 3,784 shares; 2025Q2: 4,391 shares; 2025Q3: 4,404 shares 4,404 $504K 0.14% +13 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 694 shares; 2024Q4: 734 shares; 2025Q1: 701 shares; 2025Q2: 789 shares; 2025Q3: 789 shares 789 $481K 0.13% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,231 shares; 2024Q4: 2,174 shares; 2025Q1: 2,174 shares; 2025Q2: 2,510 shares; 2025Q3: 2,365 shares 2,365 $477K 0.13% -145 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: 2,484 shares; 2024Q4: 2,088 shares; 2025Q1: 1,968 shares; 2025Q2: 1,831 shares; 2025Q3: 1,811 shares 1,811 $472K 0.13% -20 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: 3,944 shares; 2024Q4: 5,341 shares; 2025Q1: 6,304 shares; 2025Q2: 5,647 shares; 2025Q3: 5,415 shares 5,415 $454K 0.13% -232 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 370 shares; 2024Q4: 397 shares; 2025Q1: 425 shares; 2025Q2: 561 shares; 2025Q3: 584 shares 584 $443K 0.12% +23 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,535 shares; 2024Q4: 6,655 shares; 2025Q1: 6,661 shares; 2025Q2: 6,672 shares; 2025Q3: 8,164 shares 8,164 $442K 0.12% +1,492 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,161 shares; 2025Q2: 1,725 shares; 2025Q3: 1,547 shares 1,547 $437K 0.12% -178 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,180 shares 2,180 $435K 0.12% 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: 1,793 shares; 2024Q4: 1,722 shares; 2025Q1: 1,075 shares; 2025Q2: 1,075 shares; 2025Q3: 1,535 shares 1,535 $433K 0.12% +460 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,060 shares; 2024Q4: 5,060 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,000 shares 3,000 $422K 0.12% new Timeline IREN IREN LIMITED More: the full row for IREN LIMITED 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: 8,795 shares 8,795 $413K 0.12% 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: 858 shares; 2024Q4: 869 shares; 2025Q1: 931 shares; 2025Q2: 1,134 shares; 2025Q3: 1,152 shares 1,152 $406K 0.11% +18 Timeline PPIH PERMA-PIPE INTL HLDGS INC More: the full row for PERMA-PIPE INTL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,617 shares 16,617 $389K 0.11% new 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: 4,894 shares; 2024Q4: 4,732 shares; 2025Q1: 4,816 shares; 2025Q2: 4,684 shares; 2025Q3: 4,559 shares 4,559 $386K 0.11% -125 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,117 shares; 2025Q1: not reported; 2025Q2: 1,349 shares; 2025Q3: 1,349 shares 1,349 $377K 0.11% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,004 shares; 2024Q4: 6,622 shares; 2025Q1: 6,332 shares; 2025Q2: 5,419 shares; 2025Q3: 5,372 shares 5,372 $375K 0.1% -47 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,930 shares; 2024Q4: 8,855 shares; 2025Q1: 8,670 shares; 2025Q2: 8,659 shares; 2025Q3: 8,503 shares 8,503 $374K 0.1% -156 Timeline PRPO PRECIPIO INC More: the full row for PRECIPIO 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: 21,000 shares 21,000 $374K 0.1% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 594 shares; 2025Q2: 777 shares; 2025Q3: 785 shares 785 $373K 0.1% +8 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: 7,245 shares; 2024Q4: 7,435 shares; 2025Q1: 8,102 shares; 2025Q2: 8,621 shares; 2025Q3: 8,429 shares 8,429 $370K 0.1% -192 Timeline BOF BRANCHOUT FOOD INC More: the full row for BRANCHOUT FOOD 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: 157,000 shares; 2025Q2: 26,000 shares; 2025Q3: 176,700 shares 176,700 $362K 0.1% +150,700 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: 2,603 shares; 2024Q4: 2,603 shares; 2025Q1: 2,291 shares; 2025Q2: 2,291 shares; 2025Q3: 2,291 shares 2,291 $361K 0.1% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,356 shares; 2025Q3: 1,527 shares 1,527 $359K 0.1% +171 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: not reported; 2025Q2: 948 shares; 2025Q3: 948 shares 948 $355K 0.1% 0 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: 3,756 shares; 2024Q4: 3,756 shares; 2025Q1: 3,756 shares; 2025Q2: 3,756 shares; 2025Q3: 3,756 shares 3,756 $351K 0.1% 0 Timeline CRH CRH PLC More: the full row for CRH 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: 2,843 shares; 2025Q2: 2,688 shares; 2025Q3: 2,857 shares 2,857 $343K 0.1% +169 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,019 shares; 2024Q4: 2,038 shares; 2025Q1: not reported; 2025Q2: 1,598 shares; 2025Q3: 1,598 shares 1,598 $325K 0.09% 0 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: 1,158 shares; 2024Q4: 1,159 shares; 2025Q1: 670 shares; 2025Q2: 670 shares; 2025Q3: 670 shares 670 $321K 0.09% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 276 shares; 2025Q3: 268 shares 268 $321K 0.09% -8 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: 1,135 shares; 2024Q4: 1,134 shares; 2025Q1: 1,106 shares; 2025Q2: 1,348 shares; 2025Q3: 1,351 shares 1,351 $320K 0.09% +3 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,141 shares; 2025Q3: 1,137 shares 1,137 $320K 0.09% -4 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,998 shares; 2024Q4: 5,741 shares; 2025Q1: 3,645 shares; 2025Q2: 3,408 shares; 2025Q3: 3,408 shares 3,408 $318K 0.09% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,591 shares; 2024Q4: 1,353 shares; 2025Q1: 1,569 shares; 2025Q2: 1,609 shares; 2025Q3: 1,597 shares 1,597 $307K 0.09% -12 Timeline TGEN TECOGEN INC NEW More: the full row for TECOGEN INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,150 shares 34,150 $301K 0.08% new Timeline UVIX VS TRUST More: the full row for VS 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: 30,000 shares 30,000 $298K 0.08% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,170 shares; 2024Q4: 2,065 shares; 2025Q1: 1,846 shares; 2025Q2: 1,838 shares; 2025Q3: 1,763 shares 1,763 $297K 0.08% -75 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 932 shares; 2024Q4: 1,069 shares; 2025Q1: 932 shares; 2025Q2: 1,202 shares; 2025Q3: 1,202 shares 1,202 $297K 0.08% 0 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: 1,261 shares; 2025Q1: not reported; 2025Q2: 1,725 shares; 2025Q3: 1,725 shares 1,725 $295K 0.08% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 979 shares 979 $288K 0.08% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,760 shares; 2024Q4: 2,692 shares; 2025Q1: 2,969 shares; 2025Q2: 3,696 shares; 2025Q3: 3,545 shares 3,545 $283K 0.08% -151 Timeline TFLO 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: 5,338 shares 5,338 $270K 0.08% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,948 shares 1,948 $269K 0.08% new Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,180 shares; 2025Q2: 6,336 shares; 2025Q3: 6,364 shares 6,364 $268K 0.08% +28 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: 4,940 shares; 2024Q4: 4,407 shares; 2025Q1: 3,177 shares; 2025Q2: 2,290 shares; 2025Q3: 1,905 shares 1,905 $268K 0.07% -385 Timeline MAMA MAMAS CREATIONS INC More: the full row for MAMAS CREATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,000 shares; 2024Q4: 190,907 shares; 2025Q1: 155,192 shares; 2025Q2: 67,242 shares; 2025Q3: 25,242 shares 25,242 $265K 0.07% -42,000 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,349 shares 2,349 $262K 0.07% new Timeline UHG UNITED HOMES GROUP INC More: the full row for UNITED HOMES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 63,000 shares 63,000 $260K 0.07% new Timeline SPLV 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: 3,424 shares; 2024Q4: 3,439 shares; 2025Q1: 3,453 shares; 2025Q2: 3,470 shares; 2025Q3: 3,489 shares 3,489 $256K 0.07% +19 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,524 shares; 2024Q4: 18,181 shares; 2025Q1: 18,204 shares; 2025Q2: not reported; 2025Q3: 2,595 shares 2,595 $254K 0.07% new 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: 687 shares; 2024Q4: 897 shares; 2025Q1: not reported; 2025Q2: 728 shares; 2025Q3: 728 shares 728 $248K 0.07% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 544 shares 544 $242K 0.07% new 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: 501 shares; 2024Q4: 521 shares; 2025Q1: 492 shares; 2025Q2: 576 shares; 2025Q3: 494 shares 494 $240K 0.07% -82 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,191 shares; 2024Q4: 2,885 shares; 2025Q1: 2,925 shares; 2025Q2: 2,145 shares; 2025Q3: 2,136 shares 2,136 $236K 0.07% -9 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 174 shares; 2025Q3: 175 shares 175 $231K 0.06% +1 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: not reported; 2025Q2: 8,116 shares; 2025Q3: 8,134 shares 8,134 $230K 0.06% +18 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 550 shares; 2025Q3: 550 shares 550 $228K 0.06% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,428 shares; 2025Q2: 3,348 shares; 2025Q3: 3,103 shares 3,103 $226K 0.06% -245 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: 545 shares; 2024Q4: 545 shares; 2025Q1: not reported; 2025Q2: 545 shares; 2025Q3: 477 shares 477 $223K 0.06% -68 Timeline BOSC BOS BETTER ONLINE SOLUTIONS More: the full row for BOS BETTER ONLINE SOLUTIONS 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: 166,500 shares; 2025Q2: 152,000 shares; 2025Q3: 46,000 shares 46,000 $219K 0.06% -106,000 Timeline EMXC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,240 shares; 2025Q3: 3,240 shares 3,240 $219K 0.06% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,241 shares; 2025Q3: 2,242 shares 2,242 $212K 0.06% +1 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,900 shares 1,900 $210K 0.06% new Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,411 shares 2,411 $200K 0.06% new Timeline EWCZ EUROPEAN WAX CTR INC More: the full row for EUROPEAN WAX CTR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,963 shares; 2024Q4: 46,963 shares; 2025Q1: 46,963 shares; 2025Q2: 46,963 shares; 2025Q3: 46,963 shares 46,963 $187K 0.05% 0 Timeline FLD FOLD HLDGS INC More: the full row for FOLD HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,700 shares 42,700 $165K 0.05% new Timeline ACNT ASCENT INDUSTRIES CO More: the full row for ASCENT INDUSTRIES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,500 shares; 2025Q3: 12,000 shares 12,000 $155K 0.04% -28,500 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,045 shares 10,045 $120K 0.03% new Timeline WWR WESTWATER RES INC More: the full row for WESTWATER RES 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: 100,000 shares 100,000 $94.9K 0.03% new Timeline ABX ABACUS GLOBAL MGMT INC More: the full row for ABACUS GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,300 shares; 2024Q4: 110,250 shares; 2025Q1: 11,000 shares; 2025Q2: 51,300 shares; 2025Q3: 16,000 shares 16,000 $91.7K 0.03% -35,300 Timeline UAMY UNITED STATES ANTIMONY CORP More: the full row for UNITED STATES ANTIMONY 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: 10,707 shares 10,707 $66.4K 0.02% new Timeline GOSS GOSSAMER BIO INC More: the full row for GOSSAMER BIO 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: 20,000 shares 20,000 $52.6K 0.01% new Timeline SRTS SENSUS HEALTHCARE INC More: the full row for SENSUS HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53,800 shares; 2025Q3: 13,000 shares 13,000 $40.8K 0.01% -40,800 Timeline SGRP SPAR GROUP INC More: the full row for SPAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,000 shares 13,000 $13.4K <0.01% new Timeline