SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 164,426 shares; 2025Q1: 166,727 shares; 2025Q2: 119,837 shares; 2025Q3: 118,643 shares 118,643 $13.5M 13.03% -1,194 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 50,787 shares; 2025Q1: 51,358 shares; 2025Q2: 51,432 shares; 2025Q3: 48,570 shares 48,570 $8.3M 8.02% -2,862 Timeline VGK 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: not loaded; 2024Q4: not reported; 2025Q1: 4,399 shares; 2025Q2: 85,340 shares; 2025Q3: 86,288 shares 86,288 $6.89M 6.66% +948 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,630 shares; 2025Q2: 93,327 shares; 2025Q3: 95,508 shares 95,508 $6.82M 6.59% +2,181 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: not loaded; 2024Q4: 35,639 shares; 2025Q1: 36,297 shares; 2025Q2: 27,947 shares; 2025Q3: 26,749 shares 26,749 $5.07M 4.9% -1,198 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 254,678 shares; 2025Q1: 253,810 shares; 2025Q2: 247,264 shares; 2025Q3: 241,997 shares 241,997 $4.69M 4.53% -5,267 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: not loaded; 2024Q4: 25,131 shares; 2025Q1: 27,764 shares; 2025Q2: 25,551 shares; 2025Q3: 22,081 shares 22,081 $4.12M 3.98% -3,470 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: not loaded; 2024Q4: 7,694 shares; 2025Q1: 7,817 shares; 2025Q2: 7,820 shares; 2025Q3: 7,726 shares 7,726 $4M 3.87% -94 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 78,863 shares; 2025Q1: 217,861 shares; 2025Q2: 255,510 shares; 2025Q3: 316,596 shares 316,596 $3.42M 3.3% +61,086 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,863 shares 15,863 $3.4M 3.29% new Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 104,295 shares; 2025Q1: 107,347 shares; 2025Q2: 106,247 shares; 2025Q3: 103,616 shares 103,616 $3.08M 2.97% -2,631 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,125 shares; 2025Q1: 4,985 shares; 2025Q2: 4,407 shares; 2025Q3: 4,354 shares 4,354 $2.9M 2.8% -53 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: not loaded; 2024Q4: 22,483 shares; 2025Q1: 21,739 shares; 2025Q2: 12,202 shares; 2025Q3: 11,693 shares 11,693 $2.84M 2.75% -509 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: not loaded; 2024Q4: 7,464 shares; 2025Q1: 5,524 shares; 2025Q2: 4,141 shares; 2025Q3: 11,890 shares 11,890 $2.42M 2.34% +7,749 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,827 shares; 2025Q3: 19,088 shares 19,088 $2.31M 2.24% +7,261 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: not loaded; 2024Q4: 8,669 shares; 2025Q1: 8,652 shares; 2025Q2: 8,615 shares; 2025Q3: 8,036 shares 8,036 $2.05M 1.98% -579 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 77,074 shares; 2025Q1: 15,090 shares; 2025Q2: 14,787 shares; 2025Q3: 11,072 shares 11,072 $2.02M 1.95% -3,715 Timeline WCBR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 67,596 shares; 2025Q1: 64,091 shares; 2025Q2: 61,377 shares; 2025Q3: 58,521 shares 58,521 $1.84M 1.77% -2,856 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,470 shares; 2025Q1: 11,208 shares; 2025Q2: 13,740 shares; 2025Q3: 13,703 shares 13,703 $1.78M 1.72% -37 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: not loaded; 2024Q4: 3,856 shares; 2025Q1: 3,290 shares; 2025Q2: 3,125 shares; 2025Q3: 2,906 shares 2,906 $1.74M 1.69% -219 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: not loaded; 2024Q4: 4,139 shares; 2025Q1: 3,760 shares; 2025Q2: 3,543 shares; 2025Q3: 3,538 shares 3,538 $1.7M 1.64% -5 Timeline AIQ 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: not loaded; 2024Q4: 36,072 shares; 2025Q1: 33,518 shares; 2025Q2: 32,664 shares; 2025Q3: 33,912 shares 33,912 $1.67M 1.62% +1,248 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,561 shares; 2025Q1: 6,643 shares; 2025Q2: 5,638 shares; 2025Q3: 5,575 shares 5,575 $1.64M 1.58% -63 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: not loaded; 2024Q4: 3,801 shares; 2025Q1: 3,715 shares; 2025Q2: 2,861 shares; 2025Q3: 2,589 shares 2,589 $1.59M 1.53% -272 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: not loaded; 2024Q4: 32,725 shares; 2025Q1: 28,500 shares; 2025Q2: 21,410 shares; 2025Q3: 21,090 shares 21,090 $1.47M 1.42% -320 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: not loaded; 2024Q4: 14,103 shares; 2025Q1: 13,562 shares; 2025Q2: 5,951 shares; 2025Q3: 5,738 shares 5,738 $1.46M 1.41% -213 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,554 shares 3,554 $1.39M 1.35% new 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: not loaded; 2024Q4: 12,497 shares; 2025Q1: 12,155 shares; 2025Q2: 7,831 shares; 2025Q3: 7,727 shares 7,727 $1.13M 1.09% -104 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,463 shares; 2025Q1: 7,712 shares; 2025Q2: 5,361 shares; 2025Q3: 5,353 shares 5,353 $1.12M 1.08% -8 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: not loaded; 2024Q4: 4,743 shares; 2025Q1: 4,945 shares; 2025Q2: 4,945 shares; 2025Q3: 4,522 shares 4,522 $993K 0.96% -423 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,555 shares; 2025Q1: 1,784 shares; 2025Q2: 1,844 shares; 2025Q3: 1,844 shares 1,844 $820K 0.79% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,142 shares; 2025Q1: 2,109 shares; 2025Q2: 1,941 shares; 2025Q3: 1,906 shares 1,906 $625K 0.6% -35 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,408 shares; 2025Q1: 14,243 shares; 2025Q2: 11,084 shares; 2025Q3: 11,125 shares 11,125 $538K 0.52% +41 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,514 shares; 2025Q1: 3,514 shares; 2025Q2: 3,514 shares; 2025Q3: 3,299 shares 3,299 $534K 0.52% -215 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: not loaded; 2024Q4: 962 shares; 2025Q1: 929 shares; 2025Q2: 777 shares; 2025Q3: 777 shares 777 $520K 0.5% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,149 shares; 2025Q1: 1,049 shares; 2025Q2: 1,049 shares; 2025Q3: 1,049 shares 1,049 $491K 0.47% 0 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: not loaded; 2024Q4: 1,048 shares; 2025Q1: 1,049 shares; 2025Q2: 1,050 shares; 2025Q3: 1,051 shares 1,051 $426K 0.41% +1 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: not loaded; 2024Q4: 514 shares; 2025Q1: 438 shares; 2025Q2: 438 shares; 2025Q3: 438 shares 438 $405K 0.39% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,263 shares; 2025Q2: 4,028 shares; 2025Q3: 2,466 shares 2,466 $372K 0.36% -1,562 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,413 shares; 2025Q1: 4,413 shares; 2025Q2: 4,413 shares; 2025Q3: 4,413 shares 4,413 $316K 0.31% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares 900 $307K 0.3% 0 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: not loaded; 2024Q4: 3,738 shares; 2025Q1: 1,898 shares; 2025Q2: 1,240 shares; 2025Q3: 1,240 shares 1,240 $302K 0.29% 0 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: not loaded; 2024Q4: 1,404 shares; 2025Q1: 1,274 shares; 2025Q2: 727 shares; 2025Q3: 727 shares 727 $251K 0.24% 0 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 814 shares; 2025Q1: not reported; 2025Q2: 814 shares; 2025Q3: 814 shares 814 $209K 0.2% 0 Timeline SLS SELLAS LIFE SCIENCES GROUP I More: the full row for SELLAS LIFE SCIENCES GROUP I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 13,501 shares; 2025Q2: 13,501 shares; 2025Q3: 13,501 shares 13,501 $21.7K 0.02% 0 Timeline