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: 45,885 shares; 2024Q4: 45,497 shares; 2025Q1: 46,251 shares; 2025Q2: 45,900 shares; 2025Q3: 46,173 shares 46,173 $23.9M 9.2% +273 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: 86,612 shares; 2024Q4: 85,044 shares; 2025Q1: 85,795 shares; 2025Q2: 85,697 shares; 2025Q3: 85,345 shares 85,345 $20.7M 7.98% -352 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: 114,751 shares; 2024Q4: 461,909 shares; 2025Q1: 462,510 shares; 2025Q2: 465,025 shares; 2025Q3: 461,297 shares 461,297 $14.7M 5.66% -3,728 Timeline BSCS 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: 374,429 shares; 2024Q4: 600,170 shares; 2025Q1: 619,109 shares; 2025Q2: 653,878 shares; 2025Q3: 666,918 shares 666,918 $13.7M 5.28% +13,040 Timeline BSCT 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: 394,493 shares; 2024Q4: 487,342 shares; 2025Q1: 515,398 shares; 2025Q2: 542,430 shares; 2025Q3: 700,361 shares 700,361 $13.2M 5.07% +157,931 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: 51,464 shares; 2024Q4: 51,025 shares; 2025Q1: 51,034 shares; 2025Q2: 50,493 shares; 2025Q3: 50,997 shares 50,997 $13M 5% +504 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: 54,436 shares; 2024Q4: 54,090 shares; 2025Q1: 54,561 shares; 2025Q2: 54,581 shares; 2025Q3: 45,339 shares 45,339 $12.8M 4.91% -9,242 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: 52,792 shares; 2024Q4: 52,494 shares; 2025Q1: 53,532 shares; 2025Q2: 54,336 shares; 2025Q3: 54,758 shares 54,758 $12M 4.63% +422 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: 31,115 shares; 2024Q4: 31,024 shares; 2025Q1: 31,164 shares; 2025Q2: 31,403 shares; 2025Q3: 31,753 shares 31,753 $10.8M 4.17% +350 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: 12,153 shares; 2024Q4: 11,807 shares; 2025Q1: 11,706 shares; 2025Q2: 11,425 shares; 2025Q3: 11,327 shares 11,327 $10.5M 4.03% -98 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,889 shares; 2024Q4: 22,705 shares; 2025Q1: 22,808 shares; 2025Q2: 22,695 shares; 2025Q3: 23,056 shares 23,056 $8.52M 3.28% +361 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,759 shares; 2024Q4: 34,232 shares; 2025Q1: 34,105 shares; 2025Q2: 34,080 shares; 2025Q3: 33,943 shares 33,943 $8.34M 3.21% -137 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: 58,865 shares; 2024Q4: 182,730 shares; 2025Q1: 280,633 shares; 2025Q2: 285,706 shares; 2025Q3: 286,268 shares 286,268 $7.54M 2.9% +562 Timeline BSCR 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: 408,651 shares; 2024Q4: 407,400 shares; 2025Q1: 420,315 shares; 2025Q2: 437,196 shares; 2025Q3: 372,736 shares 372,736 $7.35M 2.83% -64,460 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,384 shares; 2024Q4: 28,989 shares; 2025Q1: 28,905 shares; 2025Q2: 27,833 shares; 2025Q3: 27,659 shares 27,659 $7.03M 2.7% -174 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: 20,454 shares; 2024Q4: 20,167 shares; 2025Q1: 20,140 shares; 2025Q2: 20,258 shares; 2025Q3: 20,545 shares 20,545 $6.24M 2.4% +287 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: 4,202 shares; 2024Q4: 7,275 shares; 2025Q1: 7,726 shares; 2025Q2: 7,819 shares; 2025Q3: 7,908 shares 7,908 $5.81M 2.23% +89 Timeline BSJS 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: 132,164 shares; 2024Q4: 180,931 shares; 2025Q1: 188,292 shares; 2025Q2: 210,775 shares; 2025Q3: 215,698 shares 215,698 $4.76M 1.83% +4,923 Timeline BSJT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 205,888 shares; 2025Q1: 213,788 shares; 2025Q2: 220,224 shares; 2025Q3: 218,448 shares 218,448 $4.71M 1.81% -1,776 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,751 shares; 2024Q4: 75,096 shares; 2025Q1: 74,591 shares; 2025Q2: 73,131 shares; 2025Q3: 72,746 shares 72,746 $4.67M 1.8% -385 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,806 shares; 2024Q4: 26,475 shares; 2025Q1: 26,717 shares; 2025Q2: 26,353 shares; 2025Q3: 26,222 shares 26,222 $4.36M 1.68% -131 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: 4,523 shares; 2024Q4: 11,045 shares; 2025Q1: 11,052 shares; 2025Q2: 16,640 shares; 2025Q3: 17,975 shares 17,975 $3.97M 1.53% +1,335 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: 25,031 shares; 2024Q4: 108,211 shares; 2025Q1: 110,295 shares; 2025Q2: 109,324 shares; 2025Q3: 110,910 shares 110,910 $3.94M 1.52% +1,586 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,545 shares; 2024Q4: 6,518 shares; 2025Q1: 6,476 shares; 2025Q2: 6,275 shares; 2025Q3: 6,353 shares 6,353 $3.72M 1.43% +78 Timeline ABNB AIRBNB INC More: the full row for AIRBNB 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: 23,181 shares; 2025Q2: 23,851 shares; 2025Q3: 28,047 shares 28,047 $3.41M 1.31% +4,196 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,843 shares; 2024Q4: 33,962 shares; 2025Q1: 33,880 shares; 2025Q2: 33,069 shares; 2025Q3: 33,678 shares 33,678 $3.22M 1.24% +609 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: 4,096 shares; 2024Q4: 4,071 shares; 2025Q1: 4,043 shares; 2025Q2: 4,052 shares; 2025Q3: 3,875 shares 3,875 $2.89M 1.11% -177 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,662 shares; 2024Q4: 10,444 shares; 2025Q1: 10,544 shares; 2025Q2: 12,016 shares; 2025Q3: 12,134 shares 12,134 $2.88M 1.11% +118 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 47,914 shares; 2025Q2: 47,852 shares; 2025Q3: 47,826 shares 47,826 $2.75M 1.06% -26 Timeline BSJR 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: 188,954 shares; 2024Q4: 110,068 shares; 2025Q1: 113,461 shares; 2025Q2: 122,451 shares; 2025Q3: 120,224 shares 120,224 $2.73M 1.05% -2,227 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,002 shares; 2024Q4: 107,559 shares; 2025Q1: 108,375 shares; 2025Q2: 111,680 shares; 2025Q3: 45,192 shares 45,192 $2.7M 1.04% -66,488 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,859 shares; 2024Q4: 41,300 shares; 2025Q1: 37,125 shares; 2025Q2: 35,875 shares; 2025Q3: 35,687 shares 35,687 $2.66M 1.02% -188 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,611 shares; 2024Q4: 6,486 shares; 2025Q1: 6,476 shares; 2025Q2: 6,207 shares; 2025Q3: 6,214 shares 6,214 $2.19M 0.84% +7 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,767 shares; 2024Q4: 2,840 shares; 2025Q1: 2,872 shares; 2025Q2: 2,863 shares; 2025Q3: 2,795 shares 2,795 $1.95M 0.75% -68 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,635 shares; 2025Q2: 11,693 shares; 2025Q3: 11,647 shares 11,647 $1.58M 0.61% -46 Timeline WD WALKER & DUNLOP INC More: the full row for WALKER & DUNLOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,793 shares; 2024Q4: 45,969 shares; 2025Q1: 16,615 shares; 2025Q2: 16,070 shares; 2025Q3: 17,158 shares 17,158 $1.43M 0.55% +1,088 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: 22,022 shares; 2024Q4: 18,534 shares; 2025Q1: 17,413 shares; 2025Q2: 17,147 shares; 2025Q3: 16,872 shares 16,872 $1.18M 0.45% -275 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: 2,336 shares; 2024Q4: 2,347 shares; 2025Q1: 2,486 shares; 2025Q2: 2,505 shares; 2025Q3: 2,598 shares 2,598 $633K 0.24% +93 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: 560 shares; 2024Q4: 569 shares; 2025Q1: 591 shares; 2025Q2: 679 shares; 2025Q3: 753 shares 753 $428K 0.16% +74 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: 33,320 shares; 2024Q4: 100,761 shares; 2025Q1: 15,388 shares; 2025Q2: 13,990 shares; 2025Q3: 13,991 shares 13,991 $382K 0.15% +1 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: 2,246 shares; 2024Q4: 2,342 shares; 2025Q1: 2,509 shares; 2025Q2: 2,477 shares; 2025Q3: 2,974 shares 2,974 $341K 0.13% +497 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: 286 shares; 2024Q4: 286 shares; 2025Q1: 280 shares; 2025Q2: 279 shares; 2025Q3: 224 shares 224 $269K 0.1% -55 Timeline