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: 236,374 shares; 2024Q4: 247,411 shares; 2025Q1: 252,563 shares; 2025Q2: 354,949 shares; 2025Q3: 360,660 shares 360,660 $221M 22.18% +5,711 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: 256,382 shares; 2024Q4: 265,422 shares; 2025Q1: 273,361 shares; 2025Q2: 411,678 shares; 2025Q3: 419,701 shares 419,701 $138M 13.83% +8,023 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: 374,608 shares; 2024Q4: 400,993 shares; 2025Q1: 411,004 shares; 2025Q2: 591,032 shares; 2025Q3: 605,884 shares 605,884 $127M 12.74% +14,852 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 650,314 shares; 2024Q4: 708,019 shares; 2025Q1: 734,574 shares; 2025Q2: 1,118,929 shares; 2025Q3: 1,216,619 shares 1,216,619 $89.4M 8.98% +97,690 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: 105,608 shares; 2024Q4: 106,388 shares; 2025Q1: 98,569 shares; 2025Q2: 141,219 shares; 2025Q3: 136,106 shares 136,106 $65.3M 6.56% -5,113 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: 245,344 shares; 2024Q4: 255,009 shares; 2025Q1: 238,589 shares; 2025Q2: 342,437 shares; 2025Q3: 346,909 shares 346,909 $64.7M 6.5% +4,472 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: 460,270 shares; 2024Q4: 1,409,140 shares; 2025Q1: 1,305,567 shares; 2025Q2: 1,279,519 shares; 2025Q3: 1,258,059 shares 1,258,059 $33.1M 3.33% -21,460 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: not reported; 2024Q4: not reported; 2025Q1: 84,561 shares; 2025Q2: 620,673 shares; 2025Q3: 625,914 shares 625,914 $31.3M 3.15% +5,241 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,144 shares; 2025Q1: 47,468 shares; 2025Q2: 305,954 shares; 2025Q3: 304,369 shares 304,369 $31M 3.12% -1,585 Timeline VGIT 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: not reported; 2025Q2: 405,898 shares; 2025Q3: 409,885 shares 409,885 $24.6M 2.47% +3,987 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: 152,596 shares; 2024Q4: 152,080 shares; 2025Q1: 147,484 shares; 2025Q2: 146,884 shares; 2025Q3: 139,328 shares 139,328 $20.3M 2.04% -7,556 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: not reported; 2025Q2: 339,624 shares; 2025Q3: 348,016 shares 348,016 $19.8M 1.99% +8,392 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: 130,292 shares; 2024Q4: 142,884 shares; 2025Q1: 143,776 shares; 2025Q2: 258,850 shares; 2025Q3: 263,867 shares 263,867 $14.3M 1.44% +5,017 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225,796 shares; 2024Q4: 472,833 shares; 2025Q1: 456,176 shares; 2025Q2: 442,695 shares; 2025Q3: 454,006 shares 454,006 $10.6M 1.06% +11,311 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: 1,403 shares; 2024Q4: 1,416 shares; 2025Q1: 1,422 shares; 2025Q2: 40,834 shares; 2025Q3: 41,007 shares 41,007 $8.85M 0.89% +173 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: 872 shares; 2024Q4: 879 shares; 2025Q1: 884 shares; 2025Q2: 61,794 shares; 2025Q3: 62,165 shares 62,165 $8.76M 0.88% +371 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,074 shares; 2024Q4: 240,253 shares; 2025Q1: 240,239 shares; 2025Q2: 240,473 shares; 2025Q3: 224,645 shares 224,645 $7.17M 0.72% -15,828 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,193 shares; 2024Q4: 82,611 shares; 2025Q1: 78,655 shares; 2025Q2: 80,430 shares; 2025Q3: 80,253 shares 80,253 $6.63M 0.67% -177 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: 18,423 shares; 2024Q4: 18,498 shares; 2025Q1: 18,547 shares; 2025Q2: 18,454 shares; 2025Q3: 18,495 shares 18,495 $5.43M 0.55% +41 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: 58,291 shares; 2024Q4: 183,845 shares; 2025Q1: 178,374 shares; 2025Q2: 180,601 shares; 2025Q3: 175,533 shares 175,533 $5.2M 0.52% -5,068 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: 19,055 shares; 2024Q4: 19,183 shares; 2025Q1: 19,229 shares; 2025Q2: 19,120 shares; 2025Q3: 19,130 shares 19,130 $4.86M 0.49% +10 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: 14,195 shares; 2024Q4: 13,432 shares; 2025Q1: 13,299 shares; 2025Q2: 12,156 shares; 2025Q3: 12,151 shares 12,151 $3.83M 0.38% -5 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,591 shares; 2024Q4: 111,039 shares; 2025Q1: 110,949 shares; 2025Q2: 111,154 shares; 2025Q3: 111,924 shares 111,924 $3.73M 0.38% +770 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: 58,589 shares; 2024Q4: 120,247 shares; 2025Q1: 110,997 shares; 2025Q2: 124,698 shares; 2025Q3: 116,860 shares 116,860 $3.26M 0.33% -7,838 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,713 shares; 2024Q4: 101,902 shares; 2025Q1: 103,066 shares; 2025Q2: 104,041 shares; 2025Q3: 106,959 shares 106,959 $2.75M 0.28% +2,918 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: 19,498 shares; 2024Q4: 17,787 shares; 2025Q1: 17,779 shares; 2025Q2: 17,644 shares; 2025Q3: 17,764 shares 17,764 $2.73M 0.27% +120 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,086 shares; 2024Q4: 12,516 shares; 2025Q1: 12,550 shares; 2025Q2: 12,603 shares; 2025Q3: 12,645 shares 12,645 $2.47M 0.25% +42 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: 98,434 shares; 2024Q4: 98,957 shares; 2025Q1: 98,764 shares; 2025Q2: 91,053 shares; 2025Q3: 42,490 shares 42,490 $2.19M 0.22% -48,563 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,917 shares; 2024Q4: 9,935 shares; 2025Q1: 9,956 shares; 2025Q2: 9,973 shares; 2025Q3: 9,995 shares 9,995 $2.05M 0.21% +22 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: 16,246 shares; 2024Q4: 16,387 shares; 2025Q1: 16,535 shares; 2025Q2: 16,691 shares; 2025Q3: 16,839 shares 16,839 $1.9M 0.19% +148 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: 12,293 shares; 2024Q4: 10,960 shares; 2025Q1: 11,076 shares; 2025Q2: 10,597 shares; 2025Q3: 10,725 shares 10,725 $1.67M 0.17% +128 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: 16,705 shares; 2024Q4: 16,844 shares; 2025Q1: 16,981 shares; 2025Q2: 17,123 shares; 2025Q3: 17,261 shares 17,261 $1.64M 0.16% +138 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: 22,683 shares; 2024Q4: 22,844 shares; 2025Q1: 22,994 shares; 2025Q2: 23,165 shares; 2025Q3: 23,217 shares 23,217 $1.59M 0.16% +52 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: 8,225 shares; 2024Q4: 8,269 shares; 2025Q1: 8,313 shares; 2025Q2: 8,361 shares; 2025Q3: 8,404 shares 8,404 $1.4M 0.14% +43 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: 3,736 shares; 2024Q4: 3,293 shares; 2025Q1: 3,067 shares; 2025Q2: 3,076 shares; 2025Q3: 3,002 shares 3,002 $1.37M 0.14% -74 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: 3,122 shares; 2024Q4: 3,053 shares; 2025Q1: 2,649 shares; 2025Q2: 2,660 shares; 2025Q3: 2,562 shares 2,562 $1.22M 0.12% -98 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: 1,393 shares; 2024Q4: 1,370 shares; 2025Q1: 1,316 shares; 2025Q2: 1,318 shares; 2025Q3: 1,320 shares 1,320 $1.22M 0.12% +2 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: 2,490 shares; 2024Q4: 3,034 shares; 2025Q1: 3,234 shares; 2025Q2: 2,690 shares; 2025Q3: 2,690 shares 2,690 $1.2M 0.12% 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: 2,249 shares; 2024Q4: 1,538 shares; 2025Q1: 1,540 shares; 2025Q2: 1,543 shares; 2025Q3: 1,546 shares 1,546 $1.18M 0.12% +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: 6,901 shares; 2024Q4: 6,830 shares; 2025Q1: 6,489 shares; 2025Q2: 6,294 shares; 2025Q3: 6,340 shares 6,340 $1.18M 0.12% +46 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: 8,892 shares; 2024Q4: 8,964 shares; 2025Q1: 9,028 shares; 2025Q2: 9,095 shares; 2025Q3: 9,159 shares 9,159 $1.02M 0.1% +64 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: 3,830 shares; 2024Q4: 3,054 shares; 2025Q1: 3,057 shares; 2025Q2: 4,287 shares; 2025Q3: 3,938 shares 3,938 $1M 0.1% -349 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: 15,051 shares; 2024Q4: 15,268 shares; 2025Q1: 15,268 shares; 2025Q2: 15,080 shares; 2025Q3: 15,008 shares 15,008 $995K 0.1% -72 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: 12,384 shares; 2024Q4: 12,384 shares; 2025Q1: 12,412 shares; 2025Q2: 10,190 shares; 2025Q3: 9,263 shares 9,263 $955K 0.1% -927 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,518 shares; 2024Q4: 10,604 shares; 2025Q1: 10,678 shares; 2025Q2: 10,759 shares; 2025Q3: 9,379 shares 9,379 $952K 0.1% -1,380 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: 1,988 shares; 2024Q4: 1,988 shares; 2025Q1: 1,911 shares; 2025Q2: 1,911 shares; 2025Q3: 1,819 shares 1,819 $914K 0.09% -92 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,822 shares; 2024Q4: 14,155 shares; 2025Q1: 14,435 shares; 2025Q2: 14,435 shares; 2025Q3: 14,747 shares 14,747 $822K 0.08% +312 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,469 shares; 2024Q4: 2,483 shares; 2025Q1: 2,498 shares; 2025Q2: 2,513 shares; 2025Q3: 2,315 shares 2,315 $704K 0.07% -198 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 997 shares; 2025Q1: 1,000 shares; 2025Q2: 1,003 shares; 2025Q3: 1,006 shares 1,006 $673K 0.07% +3 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,962 shares; 2024Q4: 1,531 shares; 2025Q1: 1,540 shares; 2025Q2: 1,550 shares; 2025Q3: 1,559 shares 1,559 $632K 0.06% +9 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: 519 shares; 2025Q1: 522 shares; 2025Q2: 524 shares; 2025Q3: 527 shares 527 $614K 0.06% +3 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,783 shares; 2024Q4: 7,910 shares; 2025Q1: 7,934 shares; 2025Q2: 7,992 shares; 2025Q3: 8,031 shares 8,031 $573K 0.06% +39 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: 1,945 shares; 2024Q4: 1,947 shares; 2025Q1: 1,949 shares; 2025Q2: 1,951 shares; 2025Q3: 1,822 shares 1,822 $443K 0.04% -129 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: 1,751 shares; 2024Q4: 1,759 shares; 2025Q1: 1,765 shares; 2025Q2: 1,773 shares; 2025Q3: 1,552 shares 1,552 $383K 0.04% -221 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: 491 shares; 2024Q4: 492 shares; 2025Q1: 494 shares; 2025Q2: 495 shares; 2025Q3: 496 shares 496 $376K 0.04% +1 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,050 shares; 2024Q4: 2,063 shares; 2025Q1: 2,075 shares; 2025Q2: 2,087 shares; 2025Q3: 2,098 shares 2,098 $358K 0.04% +11 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88 shares; 2024Q4: 89 shares; 2025Q1: 89 shares; 2025Q2: 930 shares; 2025Q3: 930 shares 930 $322K 0.03% 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: 1,319 shares; 2024Q4: 1,325 shares; 2025Q1: 1,331 shares; 2025Q2: 1,338 shares; 2025Q3: 1,277 shares 1,277 $321K 0.03% -61 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: 1,650 shares; 2024Q4: 1,572 shares; 2025Q1: 1,572 shares; 2025Q2: 1,572 shares; 2025Q3: 1,572 shares 1,572 $320K 0.03% 0 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: 2,374 shares; 2024Q4: 2,396 shares; 2025Q1: 2,239 shares; 2025Q2: 2,259 shares; 2025Q3: 2,278 shares 2,278 $282K 0.03% +19 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: 349 shares; 2024Q4: 350 shares; 2025Q1: 351 shares; 2025Q2: 353 shares; 2025Q3: 415 shares 415 $277K 0.03% +62 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: 1,158 shares; 2024Q4: 1,159 shares; 2025Q1: 1,160 shares; 2025Q2: 1,162 shares; 2025Q3: 1,065 shares 1,065 $259K 0.03% -97 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,979 shares 9,979 $256K 0.03% 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: 255 shares; 2024Q4: 256 shares; 2025Q1: 257 shares; 2025Q2: 257 shares; 2025Q3: 258 shares 258 $246K 0.02% +1 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: 6,138 shares; 2024Q4: 4,992 shares; 2025Q1: 5,078 shares; 2025Q2: 5,156 shares; 2025Q3: 5,237 shares 5,237 $230K 0.02% +81 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,750 shares; 2024Q4: 3,750 shares; 2025Q1: 3,750 shares; 2025Q2: 3,754 shares; 2025Q3: 3,754 shares 3,754 $227K 0.02% 0 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: 4,166 shares; 2024Q4: 4,189 shares; 2025Q1: 2,592 shares; 2025Q2: 2,608 shares; 2025Q3: 2,623 shares 2,623 $210K 0.02% +15 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,839 shares; 2024Q4: 1,856 shares; 2025Q1: 1,874 shares; 2025Q2: 1,892 shares; 2025Q3: 1,911 shares 1,911 $208K 0.02% +19 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,666 shares; 2024Q4: 889 shares; 2025Q1: 892 shares; 2025Q2: 895 shares; 2025Q3: 898 shares 898 $198K 0.02% +3 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 845 shares; 2024Q4: 850 shares; 2025Q1: 855 shares; 2025Q2: 860 shares; 2025Q3: 816 shares 816 $193K 0.02% -44 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: 249 shares; 2024Q4: 249 shares; 2025Q1: 249 shares; 2025Q2: 249 shares; 2025Q3: 250 shares 250 $183K 0.02% +1 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: 2,119 shares; 2024Q4: 2,133 shares; 2025Q1: 2,144 shares; 2025Q2: 2,153 shares; 2025Q3: 2,159 shares 2,159 $182K 0.02% +6 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: 514 shares; 2024Q4: 516 shares; 2025Q1: 518 shares; 2025Q2: 477 shares; 2025Q3: 479 shares 479 $179K 0.02% +2 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,188 shares; 2024Q4: 1,194 shares; 2025Q1: 1,201 shares; 2025Q2: 1,208 shares; 2025Q3: 1,215 shares 1,215 $169K 0.02% +7 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: 1,473 shares; 2024Q4: 919 shares; 2025Q1: 925 shares; 2025Q2: 932 shares; 2025Q3: 938 shares 938 $149K 0.01% +6 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: 1,594 shares; 2024Q4: 1,330 shares; 2025Q1: 620 shares; 2025Q2: 620 shares; 2025Q3: 663 shares 663 $146K 0.01% +43 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: 17,186 shares; 2024Q4: 17,381 shares; 2025Q1: 17,851 shares; 2025Q2: 18,071 shares; 2025Q3: 11,999 shares 11,999 $144K 0.01% -6,072 Timeline ACTU ACTUATE THERAPEUTICS INC More: the full row for ACTUATE THERAPEUTICS 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: 19,028 shares; 2025Q3: 19,028 shares 19,028 $127K 0.01% 0 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: 350 shares; 2024Q4: 351 shares; 2025Q1: 351 shares; 2025Q2: 352 shares; 2025Q3: 352 shares 352 $120K 0.01% 0 Timeline VTWV 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: 747 shares; 2024Q4: 752 shares; 2025Q1: 755 shares; 2025Q2: 758 shares; 2025Q3: 762 shares 762 $119K 0.01% +4 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: 1,052 shares; 2024Q4: 1,052 shares; 2025Q1: 1,057 shares; 2025Q2: 1,057 shares; 2025Q3: 1,028 shares 1,028 $118K 0.01% -29 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 409 shares; 2024Q4: 340 shares; 2025Q1: 341 shares; 2025Q2: 342 shares; 2025Q3: 343 shares 343 $114K 0.01% +1 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 746 shares; 2024Q4: 753 shares; 2025Q1: 760 shares; 2025Q2: 768 shares; 2025Q3: 775 shares 775 $105K 0.01% +7 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: 1,446 shares; 2024Q4: 1,455 shares; 2025Q1: 1,462 shares; 2025Q2: 1,470 shares; 2025Q3: 1,517 shares 1,517 $103K 0.01% +47 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: 352 shares; 2024Q4: 355 shares; 2025Q1: 358 shares; 2025Q2: 360 shares; 2025Q3: 362 shares 362 $102K 0.01% +2 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: 190 shares; 2024Q4: 190 shares; 2025Q1: 191 shares; 2025Q2: 189 shares; 2025Q3: 195 shares 195 $101K 0.01% +6 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,202 shares; 2024Q4: 2,238 shares; 2025Q1: 2,280 shares; 2025Q2: 2,322 shares; 2025Q3: 2,360 shares 2,360 $99.7K 0.01% +38 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,066 shares; 2024Q4: 1,074 shares; 2025Q1: 1,082 shares; 2025Q2: 1,092 shares; 2025Q3: 1,102 shares 1,102 $99.1K 0.01% +10 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: 931 shares; 2024Q4: 937 shares; 2025Q1: 945 shares; 2025Q2: 953 shares; 2025Q3: 961 shares 961 $90.9K 0.01% +8 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: 625 shares; 2024Q4: 626 shares; 2025Q1: 627 shares; 2025Q2: 627 shares; 2025Q3: 628 shares 628 $89.4K 0.01% +1 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: 190 shares; 2024Q4: 190 shares; 2025Q1: 190 shares; 2025Q2: 190 shares; 2025Q3: 190 shares 190 $85K 0.01% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 630 shares; 2024Q4: 630 shares; 2025Q1: 642 shares; 2025Q2: 649 shares; 2025Q3: 600 shares 600 $84.2K 0.01% -49 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,186 shares; 2024Q4: 2,194 shares; 2025Q1: 2,204 shares; 2025Q2: 2,213 shares; 2025Q3: 2,221 shares 2,221 $78.9K 0.01% +8 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: 1,007 shares; 2024Q4: 1,013 shares; 2025Q1: 1,018 shares; 2025Q2: 1,026 shares; 2025Q3: 889 shares 889 $75.2K 0.01% -137 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 721 shares; 2024Q4: 728 shares; 2025Q1: 733 shares; 2025Q2: 739 shares; 2025Q3: 746 shares 746 $75K 0.01% +7 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,412 shares; 2024Q4: 1,430 shares; 2025Q1: 1,449 shares; 2025Q2: 1,467 shares; 2025Q3: 1,485 shares 1,485 $74.9K 0.01% +18 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 558 shares; 2024Q4: 560 shares; 2025Q1: 562 shares; 2025Q2: 565 shares; 2025Q3: 567 shares 567 $74.4K 0.01% +2 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: 77 shares; 2024Q4: 89 shares; 2025Q1: 75 shares; 2025Q2: 72 shares; 2025Q3: 116 shares 116 $69.5K 0.01% +44 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 541 shares; 2024Q4: 545 shares; 2025Q1: 550 shares; 2025Q2: 555 shares; 2025Q3: 561 shares 561 $69.1K 0.01% +6 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: 2,025 shares; 2024Q4: 2,060 shares; 2025Q1: 2,092 shares; 2025Q2: 2,127 shares; 2025Q3: 2,163 shares 2,163 $67.7K 0.01% +36 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 790 shares; 2024Q4: 793 shares; 2025Q1: 796 shares; 2025Q2: 799 shares; 2025Q3: 802 shares 802 $65.7K 0.01% +3 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: 807 shares; 2024Q4: 814 shares; 2025Q1: 799 shares; 2025Q2: 772 shares; 2025Q3: 735 shares 735 $65.6K 0.01% -37 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: 216 shares; 2024Q4: 217 shares; 2025Q1: 219 shares; 2025Q2: 220 shares; 2025Q3: 222 shares 222 $62.5K 0.01% +2 Timeline HRI HERC HLDGS INC More: the full row for HERC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 513 shares; 2024Q4: 515 shares; 2025Q1: 518 shares; 2025Q2: 521 shares; 2025Q3: 524 shares 524 $61.1K 0.01% +3 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 316 shares; 2024Q4: 319 shares; 2025Q1: 321 shares; 2025Q2: 324 shares; 2025Q3: 326 shares 326 $61K 0.01% +2 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,603 shares; 2024Q4: 3,641 shares; 2025Q1: 3,676 shares; 2025Q2: 3,714 shares; 2025Q3: 3,507 shares 3,507 $60.6K 0.01% -207 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 818 shares; 2024Q4: 820 shares; 2025Q1: 822 shares; 2025Q2: 824 shares; 2025Q3: 826 shares 826 $59.9K 0.01% +2 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: 926 shares; 2024Q4: 937 shares; 2025Q1: 949 shares; 2025Q2: 960 shares; 2025Q3: 971 shares 971 $59.4K 0.01% +11 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 621 shares; 2024Q4: 625 shares; 2025Q1: 630 shares; 2025Q2: 636 shares; 2025Q3: 659 shares 659 $55.3K 0.01% +23 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: 280 shares; 2024Q4: 428 shares; 2025Q1: 416 shares; 2025Q2: 281 shares; 2025Q3: 290 shares 290 $54.2K 0.01% +9 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: 144 shares; 2024Q4: 145 shares; 2025Q1: 146 shares; 2025Q2: 146 shares; 2025Q3: 147 shares 147 $50.1K 0.01% +1 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: 155 shares; 2024Q4: 155 shares; 2025Q1: 155 shares; 2025Q2: 156 shares; 2025Q3: 156 shares 156 $49.8K 0.01% 0 Timeline ATOM ATOMERA INC More: the full row for ATOMERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,500 shares; 2025Q3: 10,500 shares 10,500 $46.4K <0.01% 0 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 446 shares; 2024Q4: 446 shares; 2025Q1: 448 shares; 2025Q2: 448 shares; 2025Q3: 444 shares 444 $43K <0.01% -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: 58 shares; 2024Q4: 58 shares; 2025Q1: 57 shares; 2025Q2: 57 shares; 2025Q3: 57 shares 57 $42.5K <0.01% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,433 shares; 2024Q4: 1,450 shares; 2025Q1: 1,467 shares; 2025Q2: 1,482 shares; 2025Q3: 1,497 shares 1,497 $42.3K <0.01% +15 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183 shares; 2024Q4: 184 shares; 2025Q1: 185 shares; 2025Q2: 186 shares; 2025Q3: 187 shares 187 $40.1K <0.01% +1 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: 151 shares; 2024Q4: 151 shares; 2025Q1: 154 shares; 2025Q2: 154 shares; 2025Q3: 154 shares 154 $38.1K <0.01% 0 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: 181 shares; 2024Q4: 182 shares; 2025Q1: 182 shares; 2025Q2: 183 shares; 2025Q3: 183 shares 183 $37.5K <0.01% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,377 shares; 2024Q4: 713 shares; 2025Q1: 297 shares; 2025Q2: 297 shares; 2025Q3: 297 shares 297 $35.9K <0.01% 0 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000 $35.7K <0.01% 0 Timeline DFUV 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: 1,212 shares; 2024Q4: 1,217 shares; 2025Q1: 1,076 shares; 2025Q2: 934 shares; 2025Q3: 780 shares 780 $34.9K <0.01% -154 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246 shares; 2024Q4: 247 shares; 2025Q1: 248 shares; 2025Q2: 249 shares; 2025Q3: 250 shares 250 $34.8K <0.01% +1 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261 shares; 2024Q4: 263 shares; 2025Q1: 266 shares; 2025Q2: 268 shares; 2025Q3: 270 shares 270 $33.6K <0.01% +2 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 376 shares; 2024Q4: 376 shares; 2025Q1: 376 shares; 2025Q2: 376 shares; 2025Q3: 377 shares 377 $31.8K <0.01% +1 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: 159 shares; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 91 shares; 2025Q3: 91 shares 91 $31.5K <0.01% 0 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 316 shares; 2024Q4: 306 shares; 2025Q1: 306 shares; 2025Q2: 306 shares; 2025Q3: 307 shares 307 $31.2K <0.01% +1 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183 shares; 2024Q4: 183 shares; 2025Q1: 184 shares; 2025Q2: 184 shares; 2025Q3: 185 shares 185 $30.9K <0.01% +1 Timeline VDE 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: 208 shares; 2024Q4: 212 shares; 2025Q1: 213 shares; 2025Q2: 215 shares; 2025Q3: 216 shares 216 $27.2K <0.01% +1 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 569 shares; 2024Q4: 569 shares; 2025Q1: 570 shares; 2025Q2: 570 shares; 2025Q3: 571 shares 571 $27.2K <0.01% +1 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,126 shares; 2024Q4: 2,068 shares; 2025Q1: 2,068 shares; 2025Q2: 784 shares; 2025Q3: 784 shares 784 $26.3K <0.01% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109 shares; 2024Q4: 109 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 111 shares 111 $26.2K <0.01% +1 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: 401 shares; 2024Q4: 372 shares; 2025Q1: 373 shares; 2025Q2: 374 shares; 2025Q3: 375 shares 375 $25.7K <0.01% +1 Timeline RNTX REIN THERAPEUTICS INC More: the full row for REIN THERAPEUTICS 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: 22,389 shares; 2025Q3: 22,389 shares 22,389 $25.6K <0.01% 0 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 460 shares; 2024Q4: 462 shares; 2025Q1: 464 shares; 2025Q2: 466 shares; 2025Q3: 468 shares 468 $25K <0.01% +2 Timeline ORN ORION GROUP HLDGS INC More: the full row for ORION GROUP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,952 shares; 2024Q4: 2,952 shares; 2025Q1: 2,952 shares; 2025Q2: 2,952 shares; 2025Q3: 2,952 shares 2,952 $24.6K <0.01% 0 Timeline RPV 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: 239 shares; 2024Q4: 241 shares; 2025Q1: 242 shares; 2025Q2: 244 shares; 2025Q3: 246 shares 246 $24.4K <0.01% +2 Timeline WSC WILLSCOT HLDGS CORP More: the full row for WILLSCOT HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,143 shares; 2024Q4: 1,143 shares; 2025Q1: 1,146 shares; 2025Q2: 1,149 shares; 2025Q3: 1,152 shares 1,152 $24.3K <0.01% +3 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: 233 shares; 2024Q4: 236 shares; 2025Q1: 216 shares; 2025Q2: 220 shares; 2025Q3: 255 shares 255 $23.8K <0.01% +35 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 938 shares; 2024Q4: 954 shares; 2025Q1: 972 shares; 2025Q2: 995 shares; 2025Q3: 1,009 shares 1,009 $23.1K <0.01% +14 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,518 shares; 2024Q4: 2,529 shares; 2025Q1: 2,544 shares; 2025Q2: 2,561 shares; 2025Q3: 816 shares 816 $22.1K <0.01% -1,745 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: 127 shares; 2024Q4: 128 shares; 2025Q1: 129 shares; 2025Q2: 129 shares; 2025Q3: 130 shares 130 $21.7K <0.01% +1 Timeline IMCV 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: 261 shares; 2024Q4: 263 shares; 2025Q1: 264 shares; 2025Q2: 266 shares; 2025Q3: 267 shares 267 $21.5K <0.01% +1 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: 89 shares; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 91 shares; 2025Q3: 92 shares 92 $21.3K <0.01% +1 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 280 shares; 2024Q4: 284 shares; 2025Q1: 287 shares; 2025Q2: 291 shares; 2025Q3: 294 shares 294 $20.9K <0.01% +3 Timeline MDXG MIMEDX GROUP INC More: the full row for MIMEDX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,712 shares; 2024Q4: 2,712 shares; 2025Q1: 2,712 shares; 2025Q2: 2,712 shares; 2025Q3: 2,712 shares 2,712 $18.9K <0.01% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,200 shares; 2024Q4: 594 shares; 2025Q1: 597 shares; 2025Q2: 435 shares; 2025Q3: 269 shares 269 $18.8K <0.01% -166 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134 shares; 2024Q4: 135 shares; 2025Q1: 136 shares; 2025Q2: 137 shares; 2025Q3: 137 shares 137 $18.5K <0.01% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116 shares; 2024Q4: 116 shares; 2025Q1: 117 shares; 2025Q2: 117 shares; 2025Q3: 117 shares 117 $17K <0.01% 0 Timeline BF-A BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 529 shares; 2024Q4: 531 shares; 2025Q1: 535 shares; 2025Q2: 538 shares; 2025Q3: 578 shares 578 $15.5K <0.01% +40 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153 shares; 2024Q4: 154 shares; 2025Q1: 154 shares; 2025Q2: 154 shares; 2025Q3: 154 shares 154 $14.8K <0.01% 0 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69 shares; 2024Q4: 69 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 70 shares 70 $14.1K <0.01% 0 Timeline CLEARSIGN TECHNOLOGIES CORP CLEARSIGN TECHNOLOGIES CORP More: the full row for CLEARSIGN TECHNOLOGIES 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: 18,018 shares; 2025Q3: 18,018 shares 18,018 $13.9K <0.01% 0 PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 83 shares 83 $13.5K <0.01% new Timeline NSRGY NESTLE SA-SPONS ADR More: the full row for NESTLE SA-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142 shares; 2024Q4: 142 shares; 2025Q1: 142 shares; 2025Q2: 145 shares; 2025Q3: 145 shares 145 $13.3K <0.01% 0 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: not reported; 2024Q4: 183 shares; 2025Q1: 184 shares; 2025Q2: 186 shares; 2025Q3: 161 shares 161 $13.2K <0.01% -25 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: 89 shares; 2024Q4: 89 shares; 2025Q1: 89 shares; 2025Q2: 90 shares; 2025Q3: 90 shares 90 $12.1K <0.01% 0 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: 52 shares; 2024Q4: 52 shares; 2025Q1: 53 shares; 2025Q2: 53 shares; 2025Q3: 53 shares 53 $11.2K <0.01% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 52 shares 52 $10.9K <0.01% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151 shares; 2024Q4: 151 shares; 2025Q1: 152 shares; 2025Q2: 152 shares; 2025Q3: 153 shares 153 $9.96K <0.01% +1 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: 426 shares; 2024Q4: 399 shares; 2025Q1: 140 shares; 2025Q2: 141 shares; 2025Q3: 142 shares 142 $8.52K <0.01% +1 Timeline HRTX HERON THERAPEUTICS INC More: the full row for HERON THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,670 shares; 2024Q4: 6,670 shares; 2025Q1: 6,670 shares; 2025Q2: 6,670 shares; 2025Q3: 6,670 shares 6,670 $8.4K <0.01% 0 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233 shares; 2024Q4: 236 shares; 2025Q1: 240 shares; 2025Q2: 243 shares; 2025Q3: 246 shares 246 $8.03K <0.01% +3 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: 62 shares; 2024Q4: 63 shares; 2025Q1: 63 shares; 2025Q2: 63 shares; 2025Q3: 63 shares 63 $6.95K <0.01% 0 Timeline ISCG 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: 127 shares; 2024Q4: 127 shares; 2025Q1: 127 shares; 2025Q2: 127 shares; 2025Q3: 128 shares 128 $6.93K <0.01% +1 Timeline FELV 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: 196 shares; 2024Q4: 197 shares; 2025Q1: 198 shares; 2025Q2: 199 shares; 2025Q3: 200 shares 200 $6.69K <0.01% +1 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED 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: 190 shares 190 $6.51K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 64 shares 64 $6.42K <0.01% new Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 128 shares 128 $6.38K <0.01% new Timeline KBS Real Estate Investment … KBS Real Estate Investment Trust … More: the full row for KBS Real Estate Investment Trust III Inc Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,635 shares; 2024Q4: 1,635 shares; 2025Q1: 1,635 shares; 2025Q2: 1,635 shares; 2025Q3: 1,635 shares 1,635 $6.36K <0.01% 0 NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54 shares; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 55 shares; 2025Q3: 20 shares 20 $5.95K <0.01% -35 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 61 shares; 2025Q1: 61 shares; 2025Q2: 62 shares; 2025Q3: 62 shares 62 $5.89K <0.01% 0 Timeline LVMUY LVMH MOET HENNESSY-UNSP ADR More: the full row for LVMH MOET HENNESSY-UNSP ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,685 shares; 2024Q4: 1,696 shares; 2025Q1: 1,696 shares; 2025Q2: 48 shares; 2025Q3: 48 shares 48 $5.82K <0.01% 0 Timeline MODD MODULAR MED INC COM NEW More: the full row for MODULAR MED INC COM 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: 8,000 shares; 2025Q3: 8,000 shares 8,000 $5.6K <0.01% 0 Timeline APTOF APTOSE BIOSCIENCES INC COM NO More: the full row for APTOSE BIOSCIENCES INC COM NO 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: 40 shares; 2025Q2: 4,206 shares; 2025Q3: 4,206 shares 4,206 $4.96K <0.01% 0 Timeline APOG APOGEE ENTERPRISES INC More: the full row for APOGEE ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107 shares; 2024Q4: 107 shares; 2025Q1: 108 shares; 2025Q2: 108 shares; 2025Q3: 108 shares 108 $4.7K <0.01% 0 Timeline CUE CUE BIOPHARMA INC More: the full row for CUE BIOPHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares 6,000 $4.31K <0.01% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203 shares; 2024Q4: 205 shares; 2025Q1: 206 shares; 2025Q2: 208 shares; 2025Q3: 134 shares 134 $4.21K <0.01% -74 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares 40 $3.77K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28 shares 28 $3.33K <0.01% new Timeline DR ING HC F PORSCHE AG DR ING HC F PORSCHE AG More: the full row for DR ING HC F PORSCHE AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares 50 $2.42K <0.01% 0 UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,576 shares; 2024Q4: 6,660 shares; 2025Q1: 6,751 shares; 2025Q2: 6,864 shares; 2025Q3: 22 shares 22 $1.84K <0.01% -6,842 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: 31 shares; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 32 shares; 2025Q3: 32 shares 32 $1.7K <0.01% 0 Timeline PKE PARK AEROSPACE CORP More: the full row for PARK AEROSPACE 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: 30 shares 30 $610 <0.01% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME 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 shares 10 $608 <0.01% new Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15 shares 15 $588 <0.01% new Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4 shares 4 $542 <0.01% new Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 35 shares; 2025Q3: 35 shares 35 $349 <0.01% 0 Timeline PRIMARYHYDROGENCORP PRIMARYHYDROGENCORP More: the full row for PRIMARYHYDROGENCORP 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: 1,920 shares; 2025Q3: 1,920 shares 1,920 $345 <0.01% 0 BBW BUILD-A-BEAR WORKSHOP INC More: the full row for BUILD-A-BEAR WORKSHOP 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: 5 shares 5 $326 <0.01% new Timeline RBCAA REPUBLIC BANCORP INC KY More: the full row for REPUBLIC BANCORP INC KY 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 shares; 2025Q2: 1 shares; 2025Q3: 1 shares 1 $73 <0.01% 0 Timeline INTK INDUSTRIAL NANOTECH INC More: the full row for INDUSTRIAL NANOTECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,636 shares; 2024Q4: 30,636 shares; 2025Q1: 30,636 shares; 2025Q2: 30,636 shares; 2025Q3: 30,636 shares 30,636 $0 0% 0 Value filed as zero, left out of ratios. Timeline ENDRA LIFE SCIENCES INC WT … ENDRA LIFE SCIENCES INC WT EXP 05… More: the full row for ENDRA LIFE SCIENCES INC WT EXP 05/02/28 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: 6,300 shares; 2025Q3: 6,300 shares 6,300 $0 0% 0 Value filed as zero, left out of ratios. GAIN THERAPEUTICS INC WT EX… GAIN THERAPEUTICS INC WT EXP 11/2… More: the full row for GAIN THERAPEUTICS INC WT EXP 11/24/28 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: 7,481 shares; 2025Q3: 7,481 shares 7,481 $0 0% 0 Value filed as zero, left out of ratios. MODULAR MED INC WT EXP 05/1… MODULAR MED INC WT EXP 05/15/28 More: the full row for MODULAR MED INC WT EXP 05/15/28 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,000 shares; 2025Q3: 23,000 shares 23,000 $0 0% 0 Value filed as zero, left out of ratios. MOVANO INC WT EXP 01/31/28 MOVANO INC WT EXP 01/31/28 More: the full row for MOVANO INC WT EXP 01/31/28 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: 8,900 shares; 2025Q3: 8,900 shares 8,900 $0 0% 0 Value filed as zero, left out of ratios. RENOVORX INC WTS SER A EXP … RENOVORX INC WTS SER A EXP EXP 04… More: the full row for RENOVORX INC WTS SER A EXP EXP 04/11/2029 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: 53,284 shares; 2025Q3: 53,284 shares 53,284 $0 0% 0 Value filed as zero, left out of ratios. APTOSE BIOSCIENCES, INC. WT… APTOSE BIOSCIENCES, INC. WT, $0.2… More: the full row for APTOSE BIOSCIENCES, INC. WT, $0.25, DUE EXP 11/25/2029 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: 62,500 shares; 2025Q3: 62,500 shares 62,500 $0 0% 0 Value filed as zero, left out of ratios. APTOSE BIOSCIENCES, INC. WT… APTOSE BIOSCIENCES, INC. WT, $1.7… More: the full row for APTOSE BIOSCIENCES, INC. WT, $1.71, DUE EXP 01/30/2029 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,390 shares; 2025Q3: 23,390 shares 23,390 $0 0% 0 Value filed as zero, left out of ratios. AQUA METALS INC WT EXP 05/0… AQUA METALS INC WT EXP 05/07/29 More: the full row for AQUA METALS INC WT EXP 05/07/29 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: 50,000 shares; 2025Q3: 50,000 shares 50,000 $0 0% 0 Value filed as zero, left out of ratios. RENOVORX INC WTS SER B EXP … RENOVORX INC WTS SER B EXP 04/11/… More: the full row for RENOVORX INC WTS SER B EXP 04/11/26 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: 26,642 shares; 2025Q3: 26,642 shares 26,642 $0 0% 0 Value filed as zero, left out of ratios. NCNCF NOCO NOCO INC USD ORD SHS (CYM More: the full row for NOCO NOCO INC USD ORD SHS (CYM 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 shares 1 $0 0% new Value filed as zero, left out of ratios. Timeline MELT PHARMACEUTICALS INC PF… MELT PHARMACEUTICALS INC PFD SER B More: the full row for MELT PHARMACEUTICALS INC PFD SER B 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: 11,760 shares; 2025Q3: 11,760 shares 11,760 $0 0% 0 Value filed as zero, left out of ratios.