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: 20,705 shares; 2024Q4: 20,490 shares; 2025Q1: 19,327 shares; 2025Q2: 19,495 shares; 2025Q3: 22,202 shares 22,202 $14.8M 5.27% +2,707 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: 71,622 shares; 2024Q4: 71,734 shares; 2025Q1: 65,911 shares; 2025Q2: 65,783 shares; 2025Q3: 51,000 shares 51,000 $13M 4.63% -14,783 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: 13,304 shares; 2024Q4: 13,883 shares; 2025Q1: 15,037 shares; 2025Q2: 14,926 shares; 2025Q3: 15,743 shares 15,743 $9.64M 3.43% +817 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: 15,903 shares; 2024Q4: 15,785 shares; 2025Q1: 15,563 shares; 2025Q2: 15,561 shares; 2025Q3: 15,983 shares 15,983 $8.28M 2.95% +422 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,115 shares; 2024Q4: 290,319 shares; 2025Q1: 289,759 shares; 2025Q2: 290,349 shares; 2025Q3: 199,498 shares 199,498 $5.45M 1.94% -90,851 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: 22,655 shares; 2024Q4: 22,777 shares; 2025Q1: 22,839 shares; 2025Q2: 23,092 shares; 2025Q3: 22,621 shares 22,621 $4.88M 1.74% -471 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: 19,565 shares; 2024Q4: 19,947 shares; 2025Q1: 21,485 shares; 2025Q2: 24,142 shares; 2025Q3: 25,358 shares 25,358 $4.73M 1.69% +1,216 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: 10,364 shares; 2024Q4: 9,508 shares; 2025Q1: 9,379 shares; 2025Q2: 9,380 shares; 2025Q3: 9,574 shares 9,574 $4.59M 1.64% +194 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: 7,427 shares; 2024Q4: 9,384 shares; 2025Q1: 11,077 shares; 2025Q2: 13,182 shares; 2025Q3: 13,079 shares 13,079 $4.13M 1.47% -103 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: 21,215 shares; 2024Q4: 21,375 shares; 2025Q1: 21,444 shares; 2025Q2: 24,272 shares; 2025Q3: 24,297 shares 24,297 $3.77M 1.34% +25 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,469 shares; 2024Q4: 49,593 shares; 2025Q1: 51,077 shares; 2025Q2: 55,312 shares; 2025Q3: 62,051 shares 62,051 $3.7M 1.32% +6,739 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: 16,522 shares; 2024Q4: 16,578 shares; 2025Q1: 16,722 shares; 2025Q2: 18,066 shares; 2025Q3: 17,462 shares 17,462 $3.31M 1.18% -604 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: 5,445 shares; 2024Q4: 5,324 shares; 2025Q1: 5,032 shares; 2025Q2: 5,228 shares; 2025Q3: 4,916 shares 4,916 $3.29M 1.17% -312 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: 3,699 shares; 2024Q4: 4,059 shares; 2025Q1: 4,195 shares; 2025Q2: 4,279 shares; 2025Q3: 4,469 shares 4,469 $3.28M 1.17% +190 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: 36,599 shares; 2024Q4: 37,275 shares; 2025Q1: 33,804 shares; 2025Q2: 33,967 shares; 2025Q3: 32,798 shares 32,798 $3.21M 1.14% -1,169 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,061 shares; 2024Q4: 55,022 shares; 2025Q1: 53,626 shares; 2025Q2: 53,677 shares; 2025Q3: 53,641 shares 53,641 $2.97M 1.06% -36 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: 27,868 shares; 2024Q4: 35,336 shares; 2025Q1: 39,895 shares; 2025Q2: 43,906 shares; 2025Q3: 43,211 shares 43,211 $2.96M 1.05% -695 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: 8,530 shares; 2024Q4: 10,616 shares; 2025Q1: 10,507 shares; 2025Q2: 10,548 shares; 2025Q3: 10,419 shares 10,419 $2.94M 1.05% -129 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: 7,873 shares; 2024Q4: 6,978 shares; 2025Q1: 9,182 shares; 2025Q2: 11,250 shares; 2025Q3: 13,213 shares 13,213 $2.9M 1.03% +1,963 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: 20,507 shares; 2024Q4: 20,743 shares; 2025Q1: 30,493 shares; 2025Q2: 34,002 shares; 2025Q3: 34,150 shares 34,150 $2.87M 1.02% +148 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,923 shares; 2024Q4: 25,628 shares; 2025Q1: 23,939 shares; 2025Q2: 26,704 shares; 2025Q3: 26,279 shares 26,279 $2.86M 1.02% -425 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,458 shares; 2024Q4: 4,458 shares; 2025Q1: 4,490 shares; 2025Q2: 4,524 shares; 2025Q3: 4,506 shares 4,506 $2.77M 0.99% -18 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: 8,254 shares; 2024Q4: 9,960 shares; 2025Q1: 9,858 shares; 2025Q2: 9,960 shares; 2025Q3: 9,827 shares 9,827 $2.74M 0.98% -133 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,103 shares; 2024Q4: 52,956 shares; 2025Q1: 75,123 shares; 2025Q2: 53,674 shares; 2025Q3: 60,423 shares 60,423 $2.59M 0.92% +6,749 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,213 shares; 2024Q4: 27,153 shares; 2025Q1: 27,212 shares; 2025Q2: 27,688 shares; 2025Q3: 27,730 shares 27,730 $2.53M 0.9% +42 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: 55,016 shares; 2024Q4: 107,541 shares; 2025Q1: 105,931 shares; 2025Q2: 105,453 shares; 2025Q3: 105,453 shares 105,453 $2.45M 0.87% 0 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,251 shares; 2024Q4: 52,070 shares; 2025Q1: 53,712 shares; 2025Q2: 48,329 shares; 2025Q3: 51,200 shares 51,200 $2.4M 0.85% +2,871 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: 8,150 shares; 2024Q4: 19,525 shares; 2025Q1: 19,524 shares; 2025Q2: 22,629 shares; 2025Q3: 22,327 shares 22,327 $2.3M 0.82% -302 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: 20,240 shares; 2024Q4: 20,419 shares; 2025Q1: 20,602 shares; 2025Q2: 20,662 shares; 2025Q3: 20,324 shares 20,324 $2.29M 0.82% -338 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: 7,426 shares; 2024Q4: 7,450 shares; 2025Q1: 7,514 shares; 2025Q2: 7,725 shares; 2025Q3: 7,798 shares 7,798 $2.19M 0.78% +73 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: 13,351 shares; 2024Q4: 13,573 shares; 2025Q1: 13,814 shares; 2025Q2: 14,021 shares; 2025Q3: 14,045 shares 14,045 $2.16M 0.77% +24 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,391 shares; 2024Q4: 10,451 shares; 2025Q1: 9,276 shares; 2025Q2: 9,327 shares; 2025Q3: 10,219 shares 10,219 $2.14M 0.76% +892 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,205 shares; 2024Q4: 11,117 shares; 2025Q1: 11,124 shares; 2025Q2: 11,095 shares; 2025Q3: 10,464 shares 10,464 $2.05M 0.73% -631 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: 41,014 shares; 2024Q4: 40,614 shares; 2025Q1: 40,792 shares; 2025Q2: 40,827 shares; 2025Q3: 39,639 shares 39,639 $2.04M 0.73% -1,188 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,863 shares; 2024Q4: 16,385 shares; 2025Q1: 16,125 shares; 2025Q2: 17,735 shares; 2025Q3: 17,450 shares 17,450 $2.02M 0.72% -285 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,029 shares; 2024Q4: 3,031 shares; 2025Q1: 3,009 shares; 2025Q2: 2,933 shares; 2025Q3: 3,307 shares 3,307 $1.99M 0.71% +374 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: 33,492 shares; 2024Q4: 30,887 shares; 2025Q1: 31,431 shares; 2025Q2: 31,346 shares; 2025Q3: 32,696 shares 32,696 $1.96M 0.7% +1,350 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: 6,791 shares; 2024Q4: 6,834 shares; 2025Q1: 7,342 shares; 2025Q2: 7,668 shares; 2025Q3: 8,039 shares 8,039 $1.95M 0.7% +371 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,341 shares; 2024Q4: 20,977 shares; 2025Q1: 20,470 shares; 2025Q2: 21,204 shares; 2025Q3: 20,905 shares 20,905 $1.95M 0.69% -299 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,621 shares; 2024Q4: 10,460 shares; 2025Q1: 10,636 shares; 2025Q2: 10,696 shares; 2025Q3: 9,976 shares 9,976 $1.94M 0.69% -720 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: 4,749 shares; 2024Q4: 4,763 shares; 2025Q1: 4,800 shares; 2025Q2: 4,810 shares; 2025Q3: 4,764 shares 4,764 $1.93M 0.69% -46 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,221 shares; 2024Q4: 7,197 shares; 2025Q1: 5,421 shares; 2025Q2: 5,583 shares; 2025Q3: 7,794 shares 7,794 $1.93M 0.69% +2,211 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,072 shares; 2024Q4: 33,501 shares; 2025Q1: 34,045 shares; 2025Q2: 34,606 shares; 2025Q3: 33,890 shares 33,890 $1.92M 0.68% -716 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: 31,231 shares; 2024Q4: 33,373 shares; 2025Q1: 34,537 shares; 2025Q2: 33,506 shares; 2025Q3: 34,760 shares 34,760 $1.88M 0.67% +1,254 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: 6,318 shares; 2024Q4: 6,343 shares; 2025Q1: 6,333 shares; 2025Q2: 6,377 shares; 2025Q3: 5,959 shares 5,959 $1.81M 0.65% -418 Timeline VCIT 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: 18,915 shares; 2024Q4: 22,288 shares; 2025Q1: 22,037 shares; 2025Q2: 22,796 shares; 2025Q3: 21,337 shares 21,337 $1.79M 0.64% -1,459 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,157 shares; 2024Q4: 32,697 shares; 2025Q1: 32,871 shares; 2025Q2: 32,795 shares; 2025Q3: 33,177 shares 33,177 $1.64M 0.58% +382 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,854 shares; 2024Q4: 11,279 shares; 2025Q1: 11,471 shares; 2025Q2: 12,868 shares; 2025Q3: 13,509 shares 13,509 $1.6M 0.57% +641 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,145 shares; 2024Q4: 21,944 shares; 2025Q1: 22,119 shares; 2025Q2: 29,731 shares; 2025Q3: 29,680 shares 29,680 $1.6M 0.57% -51 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: 6,403 shares; 2024Q4: 6,436 shares; 2025Q1: 6,526 shares; 2025Q2: 8,865 shares; 2025Q3: 9,110 shares 9,110 $1.52M 0.54% +245 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: 17,644 shares; 2024Q4: 18,879 shares; 2025Q1: 11,937 shares; 2025Q2: 16,423 shares; 2025Q3: 32,889 shares 32,889 $1.52M 0.54% +16,466 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,257 shares; 2024Q4: 5,392 shares; 2025Q1: 3,801 shares; 2025Q2: 3,789 shares; 2025Q3: 3,765 shares 3,765 $1.49M 0.53% -24 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,426 shares; 2024Q4: 5,729 shares; 2025Q1: 5,909 shares; 2025Q2: 5,927 shares; 2025Q3: 6,098 shares 6,098 $1.49M 0.53% +171 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,277 shares; 2025Q1: 9,421 shares; 2025Q2: 10,881 shares; 2025Q3: 10,985 shares 10,985 $1.47M 0.52% +104 Timeline VPL 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: 13,678 shares; 2024Q4: 14,360 shares; 2025Q1: 16,619 shares; 2025Q2: 16,587 shares; 2025Q3: 16,625 shares 16,625 $1.46M 0.52% +38 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,951 shares; 2024Q4: 6,985 shares; 2025Q1: 7,085 shares; 2025Q2: 7,137 shares; 2025Q3: 7,218 shares 7,218 $1.36M 0.49% +81 Timeline DFAI 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: not reported; 2024Q4: not reported; 2025Q1: 33,620 shares; 2025Q2: 35,487 shares; 2025Q3: 37,322 shares 37,322 $1.36M 0.48% +1,835 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: 539 shares; 2024Q4: 4,144 shares; 2025Q1: 4,144 shares; 2025Q2: 4,144 shares; 2025Q3: 4,129 shares 4,129 $1.36M 0.48% -15 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: 3,985 shares; 2024Q4: 4,681 shares; 2025Q1: 4,576 shares; 2025Q2: 4,660 shares; 2025Q3: 4,615 shares 4,615 $1.35M 0.48% -45 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,486 shares; 2024Q4: 11,420 shares; 2025Q1: 17,245 shares; 2025Q2: 17,315 shares; 2025Q3: 18,286 shares 18,286 $1.34M 0.48% +971 Timeline HCI HCI GROUP INC More: the full row for HCI GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,957 shares; 2024Q4: 6,957 shares; 2025Q1: 6,957 shares; 2025Q2: 6,956 shares; 2025Q3: 6,956 shares 6,956 $1.34M 0.48% 0 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,290 shares; 2024Q4: 24,447 shares; 2025Q1: 23,509 shares; 2025Q2: 25,357 shares; 2025Q3: 22,811 shares 22,811 $1.31M 0.47% -2,546 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,949 shares; 2024Q4: 3,949 shares; 2025Q1: 3,920 shares; 2025Q2: 3,915 shares; 2025Q3: 3,947 shares 3,947 $1.29M 0.46% +32 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,671 shares; 2024Q4: 16,911 shares; 2025Q1: 16,988 shares; 2025Q2: 19,285 shares; 2025Q3: 19,021 shares 19,021 $1.28M 0.46% -264 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,682 shares; 2024Q4: 7,740 shares; 2025Q1: 7,766 shares; 2025Q2: 7,862 shares; 2025Q3: 7,505 shares 7,505 $1.25M 0.44% -357 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,201 shares; 2025Q3: 28,056 shares 28,056 $1.23M 0.44% +11,855 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: 6,562 shares; 2024Q4: 6,199 shares; 2025Q1: 6,244 shares; 2025Q2: 6,235 shares; 2025Q3: 6,613 shares 6,613 $1.23M 0.44% +378 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,411 shares; 2024Q4: 10,557 shares; 2025Q1: 10,548 shares; 2025Q2: 10,635 shares; 2025Q3: 10,705 shares 10,705 $1.23M 0.44% +70 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,911 shares; 2024Q4: 5,255 shares; 2025Q1: 5,380 shares; 2025Q2: 5,361 shares; 2025Q3: 5,515 shares 5,515 $1.23M 0.44% +154 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: 716 shares; 2024Q4: 726 shares; 2025Q1: 740 shares; 2025Q2: 753 shares; 2025Q3: 2,562 shares 2,562 $1.22M 0.44% +1,809 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,776 shares; 2024Q4: 1,564 shares; 2025Q1: 1,579 shares; 2025Q2: 1,564 shares; 2025Q3: 1,587 shares 1,587 $1.21M 0.43% +23 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: 7,086 shares; 2024Q4: 7,360 shares; 2025Q1: 8,565 shares; 2025Q2: 8,717 shares; 2025Q3: 8,652 shares 8,652 $1.2M 0.43% -65 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,438 shares; 2024Q4: 14,908 shares; 2025Q1: 14,985 shares; 2025Q2: 14,943 shares; 2025Q3: 15,162 shares 15,162 $1.2M 0.43% +219 Timeline KCE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,683 shares; 2024Q4: 8,370 shares; 2025Q1: 8,130 shares; 2025Q2: 8,126 shares; 2025Q3: 7,809 shares 7,809 $1.19M 0.43% -317 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: 35,679 shares; 2024Q4: 35,443 shares; 2025Q1: 34,362 shares; 2025Q2: 36,571 shares; 2025Q3: 35,671 shares 35,671 $1.19M 0.42% -900 Timeline SBCF SEACOAST BKG CORP FLA More: the full row for SEACOAST BKG CORP FLA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,556 shares; 2024Q4: 43,217 shares; 2025Q1: 43,223 shares; 2025Q2: 43,225 shares; 2025Q3: 38,231 shares 38,231 $1.16M 0.41% -4,994 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,176 shares; 2024Q4: 4,350 shares; 2025Q1: 4,409 shares; 2025Q2: 5,587 shares; 2025Q3: 5,646 shares 5,646 $1.15M 0.41% +59 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,772 shares; 2024Q4: 11,804 shares; 2025Q1: 11,411 shares; 2025Q2: 11,566 shares; 2025Q3: 10,984 shares 10,984 $1.1M 0.39% -582 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,406 shares; 2024Q4: 12,115 shares; 2025Q1: 11,890 shares; 2025Q2: 12,109 shares; 2025Q3: 12,294 shares 12,294 $1.09M 0.39% +185 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: 5,251 shares; 2024Q4: 5,251 shares; 2025Q1: 4,242 shares; 2025Q2: 4,655 shares; 2025Q3: 4,444 shares 4,444 $1.08M 0.38% -211 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5 shares; 2025Q1: 3,010 shares; 2025Q2: 7,294 shares; 2025Q3: 7,326 shares 7,326 $1.07M 0.38% +32 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,345 shares; 2024Q4: 14,332 shares; 2025Q1: 11,823 shares; 2025Q2: 11,961 shares; 2025Q3: 12,540 shares 12,540 $1.05M 0.38% +579 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: 783 shares; 2024Q4: 787 shares; 2025Q1: 800 shares; 2025Q2: 2,183 shares; 2025Q3: 2,111 shares 2,111 $1.05M 0.38% -72 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: 2,723 shares; 2024Q4: 2,751 shares; 2025Q1: 2,818 shares; 2025Q2: 4,278 shares; 2025Q3: 4,416 shares 4,416 $1.02M 0.36% +138 Timeline XSD 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: 4,856 shares; 2024Q4: 3,121 shares; 2025Q1: 3,053 shares; 2025Q2: 3,039 shares; 2025Q3: 3,150 shares 3,150 $1.01M 0.36% +111 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,368 shares; 2024Q4: 18,457 shares; 2025Q1: 20,101 shares; 2025Q2: 20,101 shares; 2025Q3: 20,737 shares 20,737 $987K 0.35% +636 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,989 shares; 2024Q4: 20,056 shares; 2025Q1: 15,308 shares; 2025Q2: 15,720 shares; 2025Q3: 8,694 shares 8,694 $971K 0.35% -7,026 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,274 shares; 2024Q4: 8,065 shares; 2025Q1: 8,066 shares; 2025Q2: 8,142 shares; 2025Q3: 8,597 shares 8,597 $953K 0.34% +455 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,628 shares; 2024Q4: 2,447 shares; 2025Q1: 2,421 shares; 2025Q2: 2,555 shares; 2025Q3: 2,621 shares 2,621 $932K 0.33% +66 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,239 shares; 2024Q4: 1,247 shares; 2025Q1: 1,270 shares; 2025Q2: 3,952 shares; 2025Q3: 5,678 shares 5,678 $921K 0.33% +1,726 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: 459 shares; 2024Q4: 6,068 shares; 2025Q1: 7,521 shares; 2025Q2: 7,826 shares; 2025Q3: 8,156 shares 8,156 $905K 0.32% +330 Timeline IAI 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: 3,626 shares; 2025Q2: 4,728 shares; 2025Q3: 5,052 shares 5,052 $894K 0.32% +324 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,432 shares; 2024Q4: 6,432 shares; 2025Q1: 6,432 shares; 2025Q2: 6,432 shares; 2025Q3: 6,432 shares 6,432 $882K 0.31% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13 shares; 2025Q1: 46 shares; 2025Q2: 17,623 shares; 2025Q3: 19,559 shares 19,559 $880K 0.31% +1,936 Timeline CERY 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: 9,086 shares; 2025Q1: 23,876 shares; 2025Q2: 15,521 shares; 2025Q3: 30,116 shares 30,116 $863K 0.31% +14,595 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,681 shares; 2024Q4: 10,637 shares; 2025Q1: 10,845 shares; 2025Q2: 10,926 shares; 2025Q3: 11,325 shares 11,325 $861K 0.31% +399 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: 9,014 shares; 2024Q4: 10,777 shares; 2025Q1: 11,668 shares; 2025Q2: 11,271 shares; 2025Q3: 11,827 shares 11,827 $861K 0.31% +556 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,949 shares; 2024Q4: 3,797 shares; 2025Q1: 3,844 shares; 2025Q2: 3,985 shares; 2025Q3: 3,981 shares 3,981 $859K 0.31% -4 Timeline MYCJ SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,625 shares; 2025Q1: 22,324 shares; 2025Q2: 35,960 shares; 2025Q3: 33,869 shares 33,869 $849K 0.3% -2,091 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,665 shares; 2024Q4: 1,664 shares; 2025Q1: 1,673 shares; 2025Q2: 1,566 shares; 2025Q3: 1,821 shares 1,821 $844K 0.3% +255 Timeline VMBS 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: 17,209 shares; 2024Q4: 17,658 shares; 2025Q1: 17,790 shares; 2025Q2: 17,745 shares; 2025Q3: 17,929 shares 17,929 $842K 0.3% +184 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,511 shares; 2024Q4: 2,520 shares; 2025Q1: 2,542 shares; 2025Q2: 2,549 shares; 2025Q3: 2,549 shares 2,549 $825K 0.29% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,563 shares; 2024Q4: 1,435 shares; 2025Q1: 1,481 shares; 2025Q2: 1,580 shares; 2025Q3: 1,612 shares 1,612 $811K 0.29% +32 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,430 shares; 2024Q4: 6,474 shares; 2025Q1: 6,605 shares; 2025Q2: 6,813 shares; 2025Q3: 7,182 shares 7,182 $805K 0.29% +369 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: 10,333 shares; 2024Q4: 10,522 shares; 2025Q1: 10,765 shares; 2025Q2: 12,196 shares; 2025Q3: 14,036 shares 14,036 $803K 0.29% +1,840 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,090 shares; 2024Q4: 2,094 shares; 2025Q1: 2,286 shares; 2025Q2: 2,535 shares; 2025Q3: 2,660 shares 2,660 $800K 0.29% +125 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,560 shares; 2024Q4: 7,510 shares; 2025Q1: 4,077 shares; 2025Q2: 4,225 shares; 2025Q3: 4,257 shares 4,257 $777K 0.28% +32 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 22 shares; 2025Q1: 50 shares; 2025Q2: 3,069 shares; 2025Q3: 4,758 shares 4,758 $771K 0.27% +1,689 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,282 shares; 2024Q4: 4,288 shares; 2025Q1: 4,298 shares; 2025Q2: 4,309 shares; 2025Q3: 4,321 shares 4,321 $746K 0.27% +12 Timeline MYCI SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,482 shares; 2025Q1: 22,183 shares; 2025Q2: 31,494 shares; 2025Q3: 29,668 shares 29,668 $744K 0.27% -1,826 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64 shares; 2024Q4: 50 shares; 2025Q1: 54 shares; 2025Q2: 1,418 shares; 2025Q3: 1,426 shares 1,426 $733K 0.26% +8 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: 63 shares; 2024Q4: 56 shares; 2025Q1: 66 shares; 2025Q2: 1,693 shares; 2025Q3: 2,071 shares 2,071 $706K 0.25% +378 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: 17,384 shares; 2024Q4: 18,603 shares; 2025Q1: 18,442 shares; 2025Q2: 6,343 shares; 2025Q3: 6,101 shares 6,101 $699K 0.25% -242 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: 8,558 shares; 2024Q4: 8,569 shares; 2025Q1: 8,594 shares; 2025Q2: 8,600 shares; 2025Q3: 8,604 shares 8,604 $688K 0.25% +4 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8 shares; 2025Q1: 14,678 shares; 2025Q2: 20,738 shares; 2025Q3: 20,592 shares 20,592 $685K 0.24% -146 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,102 shares; 2025Q3: 20,907 shares 20,907 $682K 0.24% -195 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: 813 shares; 2024Q4: 817 shares; 2025Q1: 826 shares; 2025Q2: 824 shares; 2025Q3: 849 shares 849 $676K 0.24% +25 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,993 shares; 2024Q4: 14,075 shares; 2025Q1: 14,545 shares; 2025Q2: 15,206 shares; 2025Q3: 16,814 shares 16,814 $676K 0.24% +1,608 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,857 shares; 2024Q4: 4,848 shares; 2025Q1: 4,888 shares; 2025Q2: 5,685 shares; 2025Q3: 6,210 shares 6,210 $649K 0.23% +525 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,176 shares; 2024Q4: 8,143 shares; 2025Q1: 8,174 shares; 2025Q2: 8,157 shares; 2025Q3: 8,255 shares 8,255 $645K 0.23% +98 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: 6,391 shares; 2024Q4: 637 shares; 2025Q1: 238 shares; 2025Q2: not reported; 2025Q3: 4,683 shares 4,683 $634K 0.23% new Timeline MYCK SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,956 shares; 2025Q1: 17,714 shares; 2025Q2: 26,562 shares; 2025Q3: 24,958 shares 24,958 $628K 0.22% -1,604 Timeline FUTY 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: 3,109 shares; 2024Q4: 7,666 shares; 2025Q1: 7,492 shares; 2025Q2: 10,326 shares; 2025Q3: 10,849 shares 10,849 $613K 0.22% +523 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: 1,308 shares; 2024Q4: 1,380 shares; 2025Q1: 1,568 shares; 2025Q2: 10,574 shares; 2025Q3: 13,815 shares 13,815 $607K 0.22% +3,241 Timeline VIS 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: 2,477 shares; 2024Q4: 2,668 shares; 2025Q1: 1,906 shares; 2025Q2: 1,905 shares; 2025Q3: 2,019 shares 2,019 $598K 0.21% +114 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: 6,029 shares; 2024Q4: 6,580 shares; 2025Q1: 6,503 shares; 2025Q2: 6,622 shares; 2025Q3: 6,626 shares 6,626 $594K 0.21% +4 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: 2,204 shares; 2024Q4: 2,194 shares; 2025Q1: 2,093 shares; 2025Q2: 2,092 shares; 2025Q3: 2,092 shares 2,092 $590K 0.21% 0 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,002 shares; 2024Q4: 31,102 shares; 2025Q1: 30,599 shares; 2025Q2: 31,717 shares; 2025Q3: 29,757 shares 29,757 $582K 0.21% -1,960 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,497 shares; 2024Q4: 29,417 shares; 2025Q1: 28,939 shares; 2025Q2: 29,995 shares; 2025Q3: 28,124 shares 28,124 $582K 0.21% -1,871 BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,146 shares; 2024Q4: 7,977 shares; 2025Q1: 8,027 shares; 2025Q2: 7,998 shares; 2025Q3: 8,107 shares 8,107 $574K 0.2% +109 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,200 shares; 2024Q4: 2,645 shares; 2025Q1: 2,645 shares; 2025Q2: 2,975 shares; 2025Q3: 3,003 shares 3,003 $564K 0.2% +28 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,694 shares; 2024Q4: 2,731 shares; 2025Q1: 2,884 shares; 2025Q2: 3,796 shares; 2025Q3: 4,639 shares 4,639 $562K 0.2% +843 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: 1,537 shares; 2024Q4: 1,163 shares; 2025Q1: 1,316 shares; 2025Q2: 1,232 shares; 2025Q3: 1,246 shares 1,246 $554K 0.2% +14 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,748 shares; 2024Q4: 1,021 shares; 2025Q1: 1,044 shares; 2025Q2: 1,040 shares; 2025Q3: 1,928 shares 1,928 $544K 0.19% +888 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,721 shares; 2024Q4: 15,118 shares; 2025Q1: 15,061 shares; 2025Q2: 15,651 shares; 2025Q3: 14,573 shares 14,573 $541K 0.19% -1,078 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: 1,150 shares; 2024Q4: 1,146 shares; 2025Q1: 1,188 shares; 2025Q2: 1,405 shares; 2025Q3: 1,608 shares 1,608 $530K 0.19% +203 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: 7,657 shares; 2024Q4: 7,567 shares; 2025Q1: 7,663 shares; 2025Q2: 7,653 shares; 2025Q3: 7,860 shares 7,860 $521K 0.19% +207 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,701 shares; 2024Q4: 11,260 shares; 2025Q1: 1,798 shares; 2025Q2: 5,686 shares; 2025Q3: 9,140 shares 9,140 $519K 0.18% +3,454 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: 1,174 shares; 2024Q4: 1,197 shares; 2025Q1: 1,456 shares; 2025Q2: 1,570 shares; 2025Q3: 1,514 shares 1,514 $517K 0.18% -56 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,116 shares; 2024Q4: 4,126 shares; 2025Q1: 4,151 shares; 2025Q2: 4,139 shares; 2025Q3: 2,781 shares 2,781 $511K 0.18% -1,358 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,071 shares; 2024Q4: 1,064 shares; 2025Q1: 909 shares; 2025Q2: 985 shares; 2025Q3: 1,040 shares 1,040 $510K 0.18% +55 Timeline ISTB 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: 9,752 shares; 2024Q4: 10,424 shares; 2025Q1: 10,424 shares; 2025Q2: 10,424 shares; 2025Q3: 10,424 shares 10,424 $509K 0.18% 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: 6,035 shares; 2024Q4: 6,035 shares; 2025Q1: 6,035 shares; 2025Q2: 9,830 shares; 2025Q3: 7,749 shares 7,749 $506K 0.18% -2,081 Timeline JNK 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: 4,583 shares; 2024Q4: 8,190 shares; 2025Q1: 1,754 shares; 2025Q2: not reported; 2025Q3: 5,143 shares 5,143 $504K 0.18% new 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: 5,320 shares; 2024Q4: 5,320 shares; 2025Q1: 5,320 shares; 2025Q2: 5,320 shares; 2025Q3: 5,320 shares 5,320 $497K 0.18% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,368 shares; 2024Q4: 3,273 shares; 2025Q1: 3,273 shares; 2025Q2: 3,273 shares; 2025Q3: 3,273 shares 3,273 $486K 0.17% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 747 shares; 2024Q4: 760 shares; 2025Q1: 786 shares; 2025Q2: 797 shares; 2025Q3: 850 shares 850 $483K 0.17% +53 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,854 shares; 2024Q4: 3,854 shares; 2025Q1: 3,854 shares; 2025Q2: 3,854 shares; 2025Q3: 3,394 shares 3,394 $475K 0.17% -460 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,155 shares; 2024Q4: 8,170 shares; 2025Q1: 8,180 shares; 2025Q2: 8,221 shares; 2025Q3: 8,231 shares 8,231 $473K 0.17% +10 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,931 shares; 2024Q4: 13,896 shares; 2025Q1: 13,806 shares; 2025Q2: 17,313 shares; 2025Q3: 17,516 shares 17,516 $463K 0.16% +203 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: 3,013 shares; 2024Q4: 3,122 shares; 2025Q1: 3,166 shares; 2025Q2: 3,178 shares; 2025Q3: 3,198 shares 3,198 $462K 0.16% +20 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 940 shares; 2024Q4: 940 shares; 2025Q1: 4,091 shares; 2025Q2: 5,996 shares; 2025Q3: 5,881 shares 5,881 $461K 0.16% -115 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,710 shares; 2024Q4: 1,717 shares; 2025Q1: 1,741 shares; 2025Q2: 1,729 shares; 2025Q3: 1,805 shares 1,805 $459K 0.16% +76 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,714 shares; 2024Q4: 2,730 shares; 2025Q1: 2,769 shares; 2025Q2: not reported; 2025Q3: 6,011 shares 6,011 $453K 0.16% new 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: 4,093 shares; 2024Q4: 4,093 shares; 2025Q1: 3,051 shares; 2025Q2: 3,012 shares; 2025Q3: 2,937 shares 2,937 $453K 0.16% -75 Timeline JMUB 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: 12,166 shares; 2024Q4: 10,030 shares; 2025Q1: 9,156 shares; 2025Q2: 8,506 shares; 2025Q3: 8,856 shares 8,856 $447K 0.16% +350 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,607 shares; 2024Q4: 15,607 shares; 2025Q1: 15,607 shares; 2025Q2: 15,607 shares; 2025Q3: 15,607 shares 15,607 $433K 0.15% 0 Timeline MYCL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,311 shares; 2025Q1: 13,130 shares; 2025Q2: 18,190 shares; 2025Q3: 17,094 shares 17,094 $429K 0.15% -1,096 Timeline MYCM SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,335 shares; 2025Q1: 13,153 shares; 2025Q2: 18,198 shares; 2025Q3: 17,116 shares 17,116 $429K 0.15% -1,082 Timeline PFLD ETF SER SOLUTIONS More: the full row for ETF SER 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: not reported; 2025Q2: 22,212 shares; 2025Q3: 21,639 shares 21,639 $426K 0.15% -573 Timeline MYCH SSGA ACTIVE TR More: the full row for SSGA ACTIVE 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: 17,784 shares; 2025Q3: 16,780 shares 16,780 $422K 0.15% -1,004 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,138 shares; 2024Q4: 1,150 shares; 2025Q1: 1,177 shares; 2025Q2: 1,183 shares; 2025Q3: 1,247 shares 1,247 $414K 0.15% +64 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 954 shares; 2024Q4: 819 shares; 2025Q1: 819 shares; 2025Q2: not reported; 2025Q3: 6,692 shares 6,692 $400K 0.14% new Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107 shares; 2024Q4: 114 shares; 2025Q1: 120 shares; 2025Q2: 2,738 shares; 2025Q3: 2,964 shares 2,964 $395K 0.14% +226 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 8,153 shares; 2025Q3: 8,219 shares 8,219 $394K 0.14% +66 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: 5,373 shares; 2024Q4: 4,844 shares; 2025Q1: 5,140 shares; 2025Q2: 5,255 shares; 2025Q3: 6,511 shares 6,511 $385K 0.14% +1,256 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,299 shares; 2024Q4: 7,890 shares; 2025Q1: 4,497 shares; 2025Q2: 2,598 shares; 2025Q3: 4,155 shares 4,155 $381K 0.14% +1,557 Timeline PNQI 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: 6,690 shares; 2024Q4: 6,690 shares; 2025Q1: 6,690 shares; 2025Q2: 6,690 shares; 2025Q3: 6,665 shares 6,665 $372K 0.13% -25 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,684 shares; 2024Q4: 2,335 shares; 2025Q1: 2,882 shares; 2025Q2: 3,606 shares; 2025Q3: 3,780 shares 3,780 $370K 0.13% +174 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: 1,518 shares; 2024Q4: 1,528 shares; 2025Q1: 1,556 shares; 2025Q2: 1,547 shares; 2025Q3: 1,566 shares 1,566 $370K 0.13% +19 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: 1,705 shares; 2024Q4: 1,749 shares; 2025Q1: 1,854 shares; 2025Q2: 1,859 shares; 2025Q3: 1,964 shares 1,964 $364K 0.13% +105 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,232 shares; 2024Q4: 1,168 shares; 2025Q1: 1,942 shares; 2025Q2: 5,056 shares; 2025Q3: 5,514 shares 5,514 $363K 0.13% +458 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,500 shares; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares 7,500 $357K 0.13% 0 Timeline IAGG 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: 5,316 shares; 2024Q4: 5,316 shares; 2025Q1: 5,316 shares; 2025Q2: 6,956 shares; 2025Q3: 6,967 shares 6,967 $357K 0.13% +11 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,828 shares; 2024Q4: 9,217 shares; 2025Q1: 9,505 shares; 2025Q2: 9,251 shares; 2025Q3: 7,594 shares 7,594 $355K 0.13% -1,657 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: 2,669 shares; 2024Q4: 2,669 shares; 2025Q1: 2,669 shares; 2025Q2: 2,669 shares; 2025Q3: 2,511 shares 2,511 $354K 0.13% -158 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: 3,195 shares; 2024Q4: 2,852 shares; 2025Q1: 3,140 shares; 2025Q2: 3,556 shares; 2025Q3: 2,898 shares 2,898 $350K 0.12% -658 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 981 shares; 2024Q4: 1,332 shares; 2025Q1: 1,619 shares; 2025Q2: 1,695 shares; 2025Q3: 1,782 shares 1,782 $349K 0.12% +87 Timeline FISR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,993 shares; 2024Q4: 25,234 shares; 2025Q1: 28,311 shares; 2025Q2: 40,268 shares; 2025Q3: 13,072 shares 13,072 $341K 0.12% -27,196 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,858 shares; 2024Q4: 3,838 shares; 2025Q1: 3,908 shares; 2025Q2: 4,883 shares; 2025Q3: 5,237 shares 5,237 $340K 0.12% +354 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: 3,977 shares; 2024Q4: 3,988 shares; 2025Q1: 3,848 shares; 2025Q2: 3,872 shares; 2025Q3: 3,768 shares 3,768 $337K 0.12% -104 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,941 shares; 2024Q4: 2,967 shares; 2025Q1: 3,052 shares; 2025Q2: not reported; 2025Q3: 5,480 shares 5,480 $334K 0.12% new Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,401 shares; 2024Q4: 10,720 shares; 2025Q1: 10,491 shares; 2025Q2: 2,592 shares; 2025Q3: 2,632 shares 2,632 $332K 0.12% +40 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,297 shares; 2024Q4: 2,320 shares; 2025Q1: 2,375 shares; 2025Q2: 2,390 shares; 2025Q3: 2,469 shares 2,469 $331K 0.12% +79 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,170 shares; 2024Q4: 1,149 shares; 2025Q1: 1,182 shares; 2025Q2: 1,318 shares; 2025Q3: 1,480 shares 1,480 $326K 0.12% +162 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: 12,199 shares; 2024Q4: 12,315 shares; 2025Q1: 12,596 shares; 2025Q2: 12,735 shares; 2025Q3: 11,483 shares 11,483 $324K 0.12% -1,252 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: 1,354 shares; 2024Q4: 1,361 shares; 2025Q1: 1,329 shares; 2025Q2: 1,422 shares; 2025Q3: 1,450 shares 1,450 $320K 0.11% +28 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,204 shares; 2024Q4: 4,294 shares; 2025Q1: 3,472 shares; 2025Q2: 5,365 shares; 2025Q3: 4,505 shares 4,505 $306K 0.11% -860 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: 11,518 shares; 2024Q4: 11,695 shares; 2025Q1: 12,081 shares; 2025Q2: 2,075 shares; 2025Q3: 2,168 shares 2,168 $305K 0.11% +93 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,276 shares; 2024Q4: 17,276 shares; 2025Q1: 17,276 shares; 2025Q2: 16,876 shares; 2025Q3: 16,876 shares 16,876 $304K 0.11% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,128 shares; 2025Q3: 5,317 shares 5,317 $304K 0.11% +189 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 655 shares; 2024Q4: 665 shares; 2025Q1: 688 shares; 2025Q2: 1,432 shares; 2025Q3: 1,419 shares 1,419 $302K 0.11% -13 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,036 shares; 2024Q4: 3,051 shares; 2025Q1: 3,138 shares; 2025Q2: 4,619 shares; 2025Q3: 3,669 shares 3,669 $301K 0.11% -950 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: 7,868 shares; 2024Q4: 5,968 shares; 2025Q1: 5,968 shares; 2025Q2: 5,968 shares; 2025Q3: 5,968 shares 5,968 $299K 0.11% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 14 shares; 2025Q1: 16 shares; 2025Q2: not reported; 2025Q3: 602 shares 602 $297K 0.11% new 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: 284 shares; 2024Q4: 290 shares; 2025Q1: 307 shares; 2025Q2: 307 shares; 2025Q3: 320 shares 320 $296K 0.11% +13 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 843 shares; 2024Q4: 794 shares; 2025Q1: 1,180 shares; 2025Q2: 1,378 shares; 2025Q3: 1,411 shares 1,411 $291K 0.1% +33 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: 306 shares; 2025Q2: not reported; 2025Q3: 854 shares 854 $284K 0.1% new 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: 953 shares; 2024Q4: 964 shares; 2025Q1: 977 shares; 2025Q2: 952 shares; 2025Q3: 806 shares 806 $278K 0.1% -146 Timeline MBB 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: 3,123 shares; 2024Q4: 3,169 shares; 2025Q1: 2,856 shares; 2025Q2: 2,856 shares; 2025Q3: 2,856 shares 2,856 $272K 0.1% 0 Timeline SPIB 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: 4,425 shares; 2024Q4: 8,630 shares; 2025Q1: 9,804 shares; 2025Q2: not reported; 2025Q3: 7,652 shares 7,652 $259K 0.09% new Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 36 shares; 2025Q1: 48 shares; 2025Q2: not reported; 2025Q3: 5,674 shares 5,674 $253K 0.09% new Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,156 shares; 2025Q1: 4,684 shares; 2025Q2: 5,719 shares; 2025Q3: 6,191 shares 6,191 $250K 0.09% +472 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: 834 shares; 2024Q4: 843 shares; 2025Q1: 866 shares; 2025Q2: 879 shares; 2025Q3: 884 shares 884 $247K 0.09% +5 Timeline SPLB 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: 9,800 shares; 2024Q4: 10,577 shares; 2025Q1: 24,698 shares; 2025Q2: 29,802 shares; 2025Q3: 10,577 shares 10,577 $245K 0.09% -19,225 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: 929 shares; 2024Q4: 930 shares; 2025Q1: 927 shares; 2025Q2: 933 shares; 2025Q3: 937 shares 937 $244K 0.09% +4 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,479 shares; 2024Q4: 2,479 shares; 2025Q1: 2,479 shares; 2025Q2: 3,200 shares; 2025Q3: 2,796 shares 2,796 $243K 0.09% -404 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: 426 shares; 2024Q4: 432 shares; 2025Q1: 449 shares; 2025Q2: 481 shares; 2025Q3: 524 shares 524 $240K 0.09% +43 Timeline KOMP 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: 1,366 shares; 2024Q4: 1,358 shares; 2025Q1: 1,371 shares; 2025Q2: not reported; 2025Q3: 3,805 shares 3,805 $237K 0.08% new 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: 250 shares; 2024Q4: 255 shares; 2025Q1: 269 shares; 2025Q2: not reported; 2025Q3: 1,917 shares 1,917 $236K 0.08% new Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,025 shares; 2024Q4: 4,999 shares; 2025Q1: 4,988 shares; 2025Q2: 4,968 shares; 2025Q3: 4,968 shares 4,968 $236K 0.08% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,280 shares; 2024Q4: 1,295 shares; 2025Q1: 1,334 shares; 2025Q2: not reported; 2025Q3: 1,477 shares 1,477 $235K 0.08% new 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: 976 shares; 2024Q4: 954 shares; 2025Q1: 1,134 shares; 2025Q2: 1,134 shares; 2025Q3: 1,170 shares 1,170 $232K 0.08% +36 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,394 shares; 2025Q1: 1,113 shares; 2025Q2: 1,123 shares; 2025Q3: 1,139 shares 1,139 $229K 0.08% +16 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: 1,322 shares; 2024Q4: 1,325 shares; 2025Q1: 1,333 shares; 2025Q2: not reported; 2025Q3: 1,336 shares 1,336 $228K 0.08% new Timeline MYMJ SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,569 shares; 2025Q1: 5,943 shares; 2025Q2: 8,691 shares; 2025Q3: 9,131 shares 9,131 $226K 0.08% +440 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: 1,494 shares; 2024Q4: 1,494 shares; 2025Q1: 1,494 shares; 2025Q2: 1,494 shares; 2025Q3: 1,549 shares 1,549 $226K 0.08% +55 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 869 shares; 2024Q4: 879 shares; 2025Q1: 906 shares; 2025Q2: 897 shares; 2025Q3: 924 shares 924 $221K 0.08% +27 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,663 shares; 2024Q4: 2,770 shares; 2025Q1: 4,185 shares; 2025Q2: not reported; 2025Q3: 5,262 shares 5,262 $219K 0.08% new Timeline EMHC 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: 3,889 shares; 2024Q4: 4,073 shares; 2025Q1: 7,983 shares; 2025Q2: not reported; 2025Q3: 8,587 shares 8,587 $216K 0.08% new 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: 9,769 shares; 2024Q4: 6,162 shares; 2025Q1: 6,254 shares; 2025Q2: not reported; 2025Q3: 6,413 shares 6,413 $215K 0.08% new Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,215 shares; 2024Q4: 8,215 shares; 2025Q1: 8,215 shares; 2025Q2: 8,215 shares; 2025Q3: 8,215 shares 8,215 $213K 0.08% 0 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 112 shares; 2025Q2: 248 shares; 2025Q3: 296 shares 296 $212K 0.08% +48 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,493 shares; 2024Q4: 2,502 shares; 2025Q1: 2,523 shares; 2025Q2: 2,520 shares; 2025Q3: 2,532 shares 2,532 $211K 0.08% +12 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: 362 shares; 2024Q4: 369 shares; 2025Q1: 385 shares; 2025Q2: not reported; 2025Q3: 442 shares 442 $210K 0.07% new Timeline MYCG SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,376 shares; 2025Q1: 8,259 shares; 2025Q2: 8,903 shares; 2025Q3: 8,298 shares 8,298 $208K 0.07% -605 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,585 shares; 2025Q3: 1,585 shares 1,585 $208K 0.07% 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: 10,062 shares; 2024Q4: 10,505 shares; 2025Q1: 9,735 shares; 2025Q2: not reported; 2025Q3: 1,738 shares 1,738 $207K 0.07% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170 shares; 2024Q4: 172 shares; 2025Q1: 275 shares; 2025Q2: 278 shares; 2025Q3: 296 shares 296 $202K 0.07% +18 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: 143 shares; 2024Q4: 125 shares; 2025Q1: 130 shares; 2025Q2: 167 shares; 2025Q3: 168 shares 168 $201K 0.07% +1 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: 11,111 shares; 2024Q4: 11,237 shares; 2025Q1: 11,514 shares; 2025Q2: 11,625 shares; 2025Q3: 11,826 shares 11,826 $141K 0.05% +201 Timeline