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: 530,528 shares; 2024Q4: 529,758 shares; 2025Q1: 527,656 shares; 2025Q2: 529,406 shares; 2025Q3: 536,830 shares 536,830 $138M 14.29% +7,424 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: 192,985 shares; 2024Q4: 200,896 shares; 2025Q1: 207,621 shares; 2025Q2: 213,320 shares; 2025Q3: 216,963 shares 216,963 $105M 10.86% +3,643 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: 558,839 shares; 2024Q4: 584,571 shares; 2025Q1: 604,437 shares; 2025Q2: 625,930 shares; 2025Q3: 637,963 shares 637,963 $89.9M 9.31% +12,033 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: 264,764 shares; 2024Q4: 268,897 shares; 2025Q1: 290,676 shares; 2025Q2: 299,374 shares; 2025Q3: 300,121 shares 300,121 $56.7M 5.87% +747 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: 367,678 shares; 2024Q4: 384,034 shares; 2025Q1: 409,410 shares; 2025Q2: 418,776 shares; 2025Q3: 435,627 shares 435,627 $52.1M 5.39% +16,851 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: 34,934 shares; 2024Q4: 37,452 shares; 2025Q1: 38,241 shares; 2025Q2: 39,920 shares; 2025Q3: 41,337 shares 41,337 $27.8M 2.88% +1,417 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: 47,024 shares; 2024Q4: 46,487 shares; 2025Q1: 46,834 shares; 2025Q2: 46,908 shares; 2025Q3: 46,831 shares 46,831 $24.2M 2.5% -77 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: 95,954 shares; 2024Q4: 96,040 shares; 2025Q1: 94,748 shares; 2025Q2: 94,893 shares; 2025Q3: 97,377 shares 97,377 $23.9M 2.48% +2,484 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 882,202 shares; 2024Q4: 851,180 shares; 2025Q1: 927,396 shares; 2025Q2: 952,756 shares; 2025Q3: 997,625 shares 997,625 $18.3M 1.89% +44,869 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: 196,423 shares; 2024Q4: 206,801 shares; 2025Q1: 222,708 shares; 2025Q2: 234,774 shares; 2025Q3: 249,466 shares 249,466 $16.7M 1.72% +14,692 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,372 shares; 2024Q4: 94,672 shares; 2025Q1: 94,672 shares; 2025Q2: 94,032 shares; 2025Q3: 86,622 shares 86,622 $16.1M 1.67% -7,410 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: 34,052 shares; 2024Q4: 68,078 shares; 2025Q1: 68,078 shares; 2025Q2: 68,078 shares; 2025Q3: 69,978 shares 69,978 $14.6M 1.52% +1,900 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: 17,905 shares; 2024Q4: 18,202 shares; 2025Q1: 18,348 shares; 2025Q2: 19,206 shares; 2025Q3: 19,527 shares 19,527 $14.2M 1.47% +321 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: 51,334 shares; 2024Q4: 50,106 shares; 2025Q1: 51,337 shares; 2025Q2: 52,338 shares; 2025Q3: 52,584 shares 52,584 $11.7M 1.21% +246 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: 32,305 shares; 2024Q4: 32,435 shares; 2025Q1: 32,123 shares; 2025Q2: 31,923 shares; 2025Q3: 33,566 shares 33,566 $11.6M 1.2% +1,643 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: 30,068 shares; 2024Q4: 30,111 shares; 2025Q1: 30,006 shares; 2025Q2: 29,791 shares; 2025Q3: 30,662 shares 30,662 $9.43M 0.98% +871 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: 12,269 shares; 2024Q4: 12,322 shares; 2025Q1: 12,518 shares; 2025Q2: 12,847 shares; 2025Q3: 27,111 shares 27,111 $9.17M 0.95% +14,264 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,014 shares; 2024Q4: 98,797 shares; 2025Q1: 108,707 shares; 2025Q2: 134,535 shares; 2025Q3: 163,166 shares 163,166 $8.67M 0.9% +28,631 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,067 shares; 2024Q4: 43,762 shares; 2025Q1: 112,055 shares; 2025Q2: 132,914 shares; 2025Q3: 155,179 shares 155,179 $7.85M 0.81% +22,265 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: 8,033 shares; 2024Q4: 7,967 shares; 2025Q1: 7,879 shares; 2025Q2: 7,991 shares; 2025Q3: 8,362 shares 8,362 $7.67M 0.79% +371 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: 24,750 shares; 2024Q4: 25,080 shares; 2025Q1: 26,465 shares; 2025Q2: 27,711 shares; 2025Q3: 25,923 shares 25,923 $7.49M 0.78% -1,788 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: 11,036 shares; 2024Q4: 10,736 shares; 2025Q1: 10,742 shares; 2025Q2: 10,661 shares; 2025Q3: 11,256 shares 11,256 $6.82M 0.71% +595 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,606 shares; 2024Q4: 1,649 shares; 2025Q1: 1,463 shares; 2025Q2: 1,505 shares; 2025Q3: 1,530 shares 1,530 $6.51M 0.67% +25 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: 16,395 shares; 2024Q4: 16,850 shares; 2025Q1: 17,776 shares; 2025Q2: 18,218 shares; 2025Q3: 18,276 shares 18,276 $6.48M 0.67% +58 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: 9,140 shares; 2024Q4: 9,086 shares; 2025Q1: 9,690 shares; 2025Q2: 9,776 shares; 2025Q3: 9,454 shares 9,454 $6.33M 0.66% -322 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: 14,352 shares; 2024Q4: 14,259 shares; 2025Q1: 15,057 shares; 2025Q2: 14,762 shares; 2025Q3: 14,453 shares 14,453 $6.3M 0.65% -309 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: 22,215 shares; 2024Q4: 22,664 shares; 2025Q1: 23,110 shares; 2025Q2: 23,796 shares; 2025Q3: 24,930 shares 24,930 $6.14M 0.64% +1,134 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: 113,457 shares; 2024Q4: 108,898 shares; 2025Q1: 108,605 shares; 2025Q2: 108,791 shares; 2025Q3: 107,249 shares 107,249 $5.86M 0.61% -1,542 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,657 shares; 2024Q4: 24,842 shares; 2025Q1: 24,618 shares; 2025Q2: 24,712 shares; 2025Q3: 25,343 shares 25,343 $5.67M 0.59% +631 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: 10,932 shares; 2024Q4: 10,890 shares; 2025Q1: 10,883 shares; 2025Q2: 11,054 shares; 2025Q3: 11,054 shares 11,054 $5.48M 0.57% 0 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: 41,027 shares; 2024Q4: 164,831 shares; 2025Q1: 165,820 shares; 2025Q2: 164,631 shares; 2025Q3: 165,517 shares 165,517 $5.33M 0.55% +886 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 reported; 2024Q4: 2,417 shares; 2025Q1: 24,601 shares; 2025Q2: 30,958 shares; 2025Q3: 32,551 shares 32,551 $5.26M 0.54% +1,593 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: 2,514 shares; 2024Q4: 7,259 shares; 2025Q1: 7,669 shares; 2025Q2: 7,563 shares; 2025Q3: 7,859 shares 7,859 $4.84M 0.5% +296 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: 25,806 shares; 2024Q4: 28,784 shares; 2025Q1: 29,636 shares; 2025Q2: 29,680 shares; 2025Q3: 30,250 shares 30,250 $4.7M 0.49% +570 Timeline SHY 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: 59,863 shares; 2024Q4: 58,239 shares; 2025Q1: 53,727 shares; 2025Q2: 53,699 shares; 2025Q3: 54,312 shares 54,312 $4.5M 0.47% +613 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,149 shares; 2024Q4: 50,496 shares; 2025Q1: 50,948 shares; 2025Q2: 52,102 shares; 2025Q3: 51,013 shares 51,013 $4.48M 0.46% -1,089 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,445 shares; 2024Q4: 7,499 shares; 2025Q1: 7,401 shares; 2025Q2: 7,235 shares; 2025Q3: 7,970 shares 7,970 $4.18M 0.43% +735 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: 19,489 shares; 2024Q4: 19,267 shares; 2025Q1: 19,316 shares; 2025Q2: 19,231 shares; 2025Q3: 19,207 shares 19,207 $4.18M 0.43% -24 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,391 shares; 2024Q4: 12,332 shares; 2025Q1: 12,122 shares; 2025Q2: 12,281 shares; 2025Q3: 13,317 shares 13,317 $3.94M 0.41% +1,036 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: 3,101 shares; 2024Q4: 3,095 shares; 2025Q1: 3,414 shares; 2025Q2: 3,464 shares; 2025Q3: 3,310 shares 3,310 $3.85M 0.4% -154 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,829 shares; 2024Q4: 23,527 shares; 2025Q1: 23,278 shares; 2025Q2: 22,219 shares; 2025Q3: 23,813 shares 23,813 $3.83M 0.4% +1,594 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: 3,568 shares; 2024Q4: 4,928 shares; 2025Q1: 23,985 shares; 2025Q2: 22,520 shares; 2025Q3: 22,536 shares 22,536 $3.77M 0.39% +16 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,882 shares; 2024Q4: 35,768 shares; 2025Q1: 35,562 shares; 2025Q2: 36,506 shares; 2025Q3: 37,931 shares 37,931 $3.54M 0.37% +1,425 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: 34,957 shares; 2024Q4: 34,797 shares; 2025Q1: 34,667 shares; 2025Q2: 34,655 shares; 2025Q3: 34,735 shares 34,735 $3.53M 0.37% +80 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,017 shares; 2024Q4: 26,932 shares; 2025Q1: 25,328 shares; 2025Q2: 25,245 shares; 2025Q3: 25,983 shares 25,983 $3.52M 0.36% +738 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,096 shares; 2024Q4: 3,164 shares; 2025Q1: 3,264 shares; 2025Q2: 3,256 shares; 2025Q3: 3,770 shares 3,770 $3.43M 0.36% +514 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,683 shares; 2024Q4: 6,108 shares; 2025Q1: 6,791 shares; 2025Q2: 7,551 shares; 2025Q3: 8,117 shares 8,117 $3.42M 0.35% +566 Timeline BKLN 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: 148,060 shares; 2024Q4: 150,357 shares; 2025Q1: 148,551 shares; 2025Q2: 151,413 shares; 2025Q3: 161,273 shares 161,273 $3.37M 0.35% +9,860 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: 14,201 shares; 2024Q4: 14,235 shares; 2025Q1: 14,291 shares; 2025Q2: 14,311 shares; 2025Q3: 14,068 shares 14,068 $3.33M 0.34% -243 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: 9,026 shares; 2024Q4: 9,119 shares; 2025Q1: 8,909 shares; 2025Q2: 8,653 shares; 2025Q3: 8,396 shares 8,396 $3.32M 0.34% -257 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: 7,412 shares; 2024Q4: 7,626 shares; 2025Q1: 8,077 shares; 2025Q2: 8,513 shares; 2025Q3: 8,706 shares 8,706 $3.19M 0.33% +193 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: 21,464 shares; 2024Q4: 20,100 shares; 2025Q1: 20,119 shares; 2025Q2: 20,113 shares; 2025Q3: 20,151 shares 20,151 $3.09M 0.32% +38 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,743 shares; 2024Q4: 40,416 shares; 2025Q1: 40,354 shares; 2025Q2: 40,011 shares; 2025Q3: 39,486 shares 39,486 $3.09M 0.32% -525 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,259 shares; 2024Q4: 10,263 shares; 2025Q1: 10,152 shares; 2025Q2: 10,572 shares; 2025Q3: 11,152 shares 11,152 $2.96M 0.31% +580 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,922 shares; 2024Q4: 15,347 shares; 2025Q1: 17,523 shares; 2025Q2: 17,254 shares; 2025Q3: 19,744 shares 19,744 $2.91M 0.3% +2,490 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: 56,185 shares; 2024Q4: 53,002 shares; 2025Q1: 53,016 shares; 2025Q2: 52,943 shares; 2025Q3: 52,962 shares 52,962 $2.67M 0.28% +19 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,485 shares; 2024Q4: 31,333 shares; 2025Q1: 30,476 shares; 2025Q2: 29,387 shares; 2025Q3: 30,109 shares 30,109 $2.61M 0.27% +722 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,914 shares; 2025Q1: 1,869 shares; 2025Q2: 1,878 shares; 2025Q3: 2,033 shares 2,033 $2.61M 0.27% +155 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,579 shares; 2024Q4: 11,369 shares; 2025Q1: 11,100 shares; 2025Q2: 11,612 shares; 2025Q3: 11,963 shares 11,963 $2.52M 0.26% +351 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: 6,190 shares; 2024Q4: 6,394 shares; 2025Q1: 6,722 shares; 2025Q2: 6,928 shares; 2025Q3: 7,643 shares 7,643 $2.52M 0.26% +715 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: 29,975 shares; 2024Q4: 31,492 shares; 2025Q1: 32,267 shares; 2025Q2: 35,508 shares; 2025Q3: 35,845 shares 35,845 $2.47M 0.26% +337 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,793 shares; 2024Q4: 3,793 shares; 2025Q1: 3,777 shares; 2025Q2: 3,978 shares; 2025Q3: 4,978 shares 4,978 $2.44M 0.25% +1,000 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: 21,041 shares; 2024Q4: 20,801 shares; 2025Q1: 20,755 shares; 2025Q2: 20,729 shares; 2025Q3: 21,433 shares 21,433 $2.39M 0.25% +704 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,424 shares; 2024Q4: 20,709 shares; 2025Q1: 23,070 shares; 2025Q2: 22,350 shares; 2025Q3: 23,010 shares 23,010 $2.31M 0.24% +660 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,461 shares; 2024Q4: 1,723 shares; 2025Q1: 3,748 shares; 2025Q2: 5,229 shares; 2025Q3: 6,096 shares 6,096 $2.3M 0.24% +867 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: 18,326 shares; 2024Q4: 19,694 shares; 2025Q1: 19,729 shares; 2025Q2: 19,794 shares; 2025Q3: 19,936 shares 19,936 $2.24M 0.23% +142 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,821 shares; 2024Q4: 3,889 shares; 2025Q1: 3,844 shares; 2025Q2: 3,770 shares; 2025Q3: 3,754 shares 3,754 $2.17M 0.22% -16 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: 11,858 shares; 2024Q4: 11,680 shares; 2025Q1: 10,727 shares; 2025Q2: 10,292 shares; 2025Q3: 11,633 shares 11,633 $2.16M 0.22% +1,341 Timeline SHYG 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: 50,008 shares; 2024Q4: 51,008 shares; 2025Q1: 51,008 shares; 2025Q2: 48,820 shares; 2025Q3: 48,892 shares 48,892 $2.11M 0.22% +72 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: 9,919 shares; 2024Q4: 9,919 shares; 2025Q1: 9,917 shares; 2025Q2: 9,917 shares; 2025Q3: 9,915 shares 9,915 $2.08M 0.22% -2 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,470 shares; 2024Q4: 13,936 shares; 2025Q1: 12,550 shares; 2025Q2: 11,892 shares; 2025Q3: 13,574 shares 13,574 $1.99M 0.21% +1,682 Timeline CSM 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: 25,714 shares; 2024Q4: 25,714 shares; 2025Q1: 25,714 shares; 2025Q2: 25,714 shares; 2025Q3: 25,714 shares 25,714 $1.98M 0.2% 0 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: 26,092 shares; 2024Q4: 28,484 shares; 2025Q1: 29,169 shares; 2025Q2: 30,061 shares; 2025Q3: 31,147 shares 31,147 $1.88M 0.2% +1,086 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 114,611 shares 114,611 $1.84M 0.19% new 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: 9,651 shares; 2024Q4: 9,354 shares; 2025Q1: 9,229 shares; 2025Q2: 9,229 shares; 2025Q3: 9,229 shares 9,229 $1.83M 0.19% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,225 shares; 2024Q4: 16,229 shares; 2025Q1: 16,211 shares; 2025Q2: 16,211 shares; 2025Q3: 16,207 shares 16,207 $1.76M 0.18% -4 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,850 shares; 2024Q4: 17,850 shares; 2025Q1: 17,850 shares; 2025Q2: 17,312 shares; 2025Q3: 17,312 shares 17,312 $1.64M 0.17% 0 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,202 shares; 2024Q4: 33,601 shares; 2025Q1: 35,364 shares; 2025Q2: 35,326 shares; 2025Q3: 36,058 shares 36,058 $1.61M 0.17% +732 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,331 shares; 2024Q4: 15,628 shares; 2025Q1: 16,291 shares; 2025Q2: 18,190 shares; 2025Q3: 18,015 shares 18,015 $1.59M 0.16% -175 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: 5,366 shares; 2024Q4: 5,387 shares; 2025Q1: 5,387 shares; 2025Q2: 5,277 shares; 2025Q3: 5,258 shares 5,258 $1.58M 0.16% -19 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,870 shares; 2024Q4: 31,631 shares; 2025Q1: 32,640 shares; 2025Q2: 32,396 shares; 2025Q3: 32,788 shares 32,788 $1.53M 0.16% +392 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: 1,452 shares; 2024Q4: 1,539 shares; 2025Q1: 1,837 shares; 2025Q2: 2,011 shares; 2025Q3: 1,961 shares 1,961 $1.53M 0.16% -50 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,370 shares; 2024Q4: 12,039 shares; 2025Q1: 10,114 shares; 2025Q2: 10,314 shares; 2025Q3: 12,414 shares 12,414 $1.48M 0.15% +2,100 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: 10,034 shares; 2024Q4: 10,005 shares; 2025Q1: 9,993 shares; 2025Q2: 9,650 shares; 2025Q3: 9,547 shares 9,547 $1.45M 0.15% -103 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: 4,742 shares; 2024Q4: 4,742 shares; 2025Q1: 4,748 shares; 2025Q2: 4,802 shares; 2025Q3: 4,802 shares 4,802 $1.43M 0.15% 0 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: 1,745 shares; 2024Q4: 1,818 shares; 2025Q1: 1,818 shares; 2025Q2: 1,818 shares; 2025Q3: 1,862 shares 1,862 $1.41M 0.15% +44 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,214 shares; 2024Q4: 30,736 shares; 2025Q1: 30,322 shares; 2025Q2: 30,678 shares; 2025Q3: 35,434 shares 35,434 $1.38M 0.14% +4,756 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: 4,829 shares; 2024Q4: 4,829 shares; 2025Q1: 4,829 shares; 2025Q2: 4,812 shares; 2025Q3: 4,797 shares 4,797 $1.37M 0.14% -15 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI 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: 12,053 shares; 2025Q2: 29,818 shares; 2025Q3: 54,218 shares 54,218 $1.37M 0.14% +24,400 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,191 shares; 2024Q4: 21,228 shares; 2025Q1: 21,254 shares; 2025Q2: 21,277 shares; 2025Q3: 20,239 shares 20,239 $1.33M 0.14% -1,038 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,141 shares; 2024Q4: 5,981 shares; 2025Q1: 5,625 shares; 2025Q2: 5,583 shares; 2025Q3: 5,468 shares 5,468 $1.33M 0.14% -115 Timeline IEF 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: 21,520 shares; 2024Q4: 18,520 shares; 2025Q1: 13,820 shares; 2025Q2: 13,800 shares; 2025Q3: 13,670 shares 13,670 $1.32M 0.14% -130 Timeline CMF 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: 23,352 shares; 2024Q4: 23,705 shares; 2025Q1: 23,746 shares; 2025Q2: 23,987 shares; 2025Q3: 22,903 shares 22,903 $1.3M 0.14% -1,084 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: 5,193 shares; 2024Q4: 4,996 shares; 2025Q1: 4,823 shares; 2025Q2: 4,859 shares; 2025Q3: 7,687 shares 7,687 $1.28M 0.13% +2,828 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,207 shares; 2024Q4: 76,304 shares; 2025Q1: 66,369 shares; 2025Q2: 66,249 shares; 2025Q3: 68,813 shares 68,813 $1.26M 0.13% +2,564 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: 12,974 shares; 2024Q4: 12,843 shares; 2025Q1: 12,257 shares; 2025Q2: 13,045 shares; 2025Q3: 13,540 shares 13,540 $1.26M 0.13% +495 Timeline PFF 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: 41,910 shares; 2024Q4: 42,710 shares; 2025Q1: 42,815 shares; 2025Q2: 40,666 shares; 2025Q3: 38,573 shares 38,573 $1.22M 0.13% -2,093 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: 3,436 shares; 2024Q4: 3,393 shares; 2025Q1: 3,342 shares; 2025Q2: 3,429 shares; 2025Q3: 3,296 shares 3,296 $1.16M 0.12% -133 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: 4,799 shares; 2024Q4: 4,889 shares; 2025Q1: 4,889 shares; 2025Q2: 4,755 shares; 2025Q3: 4,711 shares 4,711 $1.15M 0.12% -44 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: 2,961 shares; 2024Q4: 2,986 shares; 2025Q1: 4,429 shares; 2025Q2: 5,931 shares; 2025Q3: 6,707 shares 6,707 $1.12M 0.12% +776 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,751 shares; 2024Q4: 8,044 shares; 2025Q1: 6,673 shares; 2025Q2: 6,316 shares; 2025Q3: 7,939 shares 7,939 $1.12M 0.12% +1,623 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,954 shares; 2024Q4: 11,720 shares; 2025Q1: 14,483 shares; 2025Q2: 17,913 shares; 2025Q3: 18,153 shares 18,153 $1.07M 0.11% +240 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: 9,240 shares; 2024Q4: 9,283 shares; 2025Q1: 9,328 shares; 2025Q2: 9,377 shares; 2025Q3: 9,421 shares 9,421 $1.04M 0.11% +44 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: 1,425 shares; 2024Q4: 1,260 shares; 2025Q1: 1,260 shares; 2025Q2: 1,252 shares; 2025Q3: 1,253 shares 1,253 $1.03M 0.11% +1 Timeline BND 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: 8,723 shares; 2024Q4: 9,014 shares; 2025Q1: 9,446 shares; 2025Q2: 12,226 shares; 2025Q3: 13,450 shares 13,450 $1M 0.1% +1,224 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,520 shares; 2024Q4: 10,520 shares; 2025Q1: 10,520 shares; 2025Q2: 10,717 shares; 2025Q3: 10,717 shares 10,717 $1M 0.1% 0 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: 6,325 shares; 2024Q4: 6,341 shares; 2025Q1: 6,345 shares; 2025Q2: 6,335 shares; 2025Q3: 6,320 shares 6,320 $998K 0.1% -15 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: 6,747 shares; 2024Q4: 6,747 shares; 2025Q1: 6,747 shares; 2025Q2: 6,747 shares; 2025Q3: 6,747 shares 6,747 $988K 0.1% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,648 shares; 2024Q4: 11,754 shares; 2025Q1: 11,750 shares; 2025Q2: 11,187 shares; 2025Q3: 11,121 shares 11,121 $983K 0.1% -66 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,535 shares; 2024Q4: 39,610 shares; 2025Q1: 34,435 shares; 2025Q2: 21,585 shares; 2025Q3: 19,285 shares 19,285 $973K 0.1% -2,300 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,585 shares; 2024Q4: 10,994 shares; 2025Q1: 10,886 shares; 2025Q2: 11,481 shares; 2025Q3: 13,738 shares 13,738 $967K 0.1% +2,257 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: 3,216 shares; 2024Q4: 3,222 shares; 2025Q1: 3,207 shares; 2025Q2: 3,208 shares; 2025Q3: 3,208 shares 3,208 $961K 0.1% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292 shares; 2024Q4: 576 shares; 2025Q1: 575 shares; 2025Q2: 679 shares; 2025Q3: 970 shares 970 $949K 0.1% +291 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,396 shares; 2024Q4: 11,405 shares; 2025Q1: 11,405 shares; 2025Q2: 11,320 shares; 2025Q3: 11,320 shares 11,320 $911K 0.09% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,377 shares; 2024Q4: 9,377 shares; 2025Q1: 10,377 shares; 2025Q2: 10,452 shares; 2025Q3: 10,437 shares 10,437 $900K 0.09% -15 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: 11,637 shares; 2024Q4: 10,011 shares; 2025Q1: 9,682 shares; 2025Q2: 9,689 shares; 2025Q3: 9,715 shares 9,715 $859K 0.09% +26 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: 7,037 shares; 2024Q4: 7,037 shares; 2025Q1: 7,040 shares; 2025Q2: 7,026 shares; 2025Q3: 7,040 shares 7,040 $855K 0.09% +14 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: 1,306 shares; 2024Q4: 1,308 shares; 2025Q1: 1,205 shares; 2025Q2: 1,205 shares; 2025Q3: 1,205 shares 1,205 $822K 0.09% 0 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 reported; 2024Q4: not reported; 2025Q1: 2,528 shares; 2025Q2: 3,128 shares; 2025Q3: 4,124 shares 4,124 $771K 0.08% +996 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: 1,578 shares; 2024Q4: 2,838 shares; 2025Q1: 4,055 shares; 2025Q2: 3,888 shares; 2025Q3: 3,919 shares 3,919 $770K 0.08% +31 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: 1,461 shares; 2024Q4: 1,090 shares; 2025Q1: 990 shares; 2025Q2: 990 shares; 2025Q3: 1,490 shares 1,490 $744K 0.08% +500 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: 2,265 shares; 2024Q4: 2,186 shares; 2025Q1: 2,123 shares; 2025Q2: 2,077 shares; 2025Q3: 2,087 shares 2,087 $738K 0.08% +10 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: 1,737 shares; 2024Q4: 1,739 shares; 2025Q1: 1,599 shares; 2025Q2: 1,600 shares; 2025Q3: 1,578 shares 1,578 $734K 0.08% -22 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,380 shares; 2025Q3: 3,378 shares 3,378 $722K 0.07% -2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,521 shares; 2025Q3: 27,204 shares 27,204 $721K 0.07% +13,683 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,069 shares; 2024Q4: 1,071 shares; 2025Q1: 1,190 shares; 2025Q2: 1,257 shares; 2025Q3: 1,558 shares 1,558 $690K 0.07% +301 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: 8,129 shares; 2024Q4: 8,009 shares; 2025Q1: 7,959 shares; 2025Q2: 8,299 shares; 2025Q3: 9,101 shares 9,101 $679K 0.07% +802 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: 7,940 shares; 2024Q4: 7,940 shares; 2025Q1: 7,940 shares; 2025Q2: 7,940 shares; 2025Q3: 8,526 shares 8,526 $672K 0.07% +586 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: 5,025 shares; 2024Q4: 4,425 shares; 2025Q1: 4,195 shares; 2025Q2: 7,395 shares; 2025Q3: 7,495 shares 7,495 $659K 0.07% +100 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: 9,882 shares; 2024Q4: 9,786 shares; 2025Q1: 9,514 shares; 2025Q2: 9,496 shares; 2025Q3: 9,496 shares 9,496 $628K 0.07% 0 Timeline VHT 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: 2,434 shares; 2024Q4: 2,621 shares; 2025Q1: 2,249 shares; 2025Q2: 1,883 shares; 2025Q3: 2,274 shares 2,274 $606K 0.06% +391 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: not reported; 2024Q4: 796 shares; 2025Q1: 993 shares; 2025Q2: 871 shares; 2025Q3: 996 shares 996 $604K 0.06% +125 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,834 shares; 2024Q4: 1,835 shares; 2025Q1: 1,832 shares; 2025Q2: 1,737 shares; 2025Q3: 1,715 shares 1,715 $590K 0.06% -22 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,079 shares; 2024Q4: 1,079 shares; 2025Q1: 1,075 shares; 2025Q2: 1,075 shares; 2025Q3: 926 shares 926 $554K 0.06% -149 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,338 shares; 2024Q4: 6,371 shares; 2025Q1: 6,398 shares; 2025Q2: 6,435 shares; 2025Q3: 6,148 shares 6,148 $549K 0.06% -287 Timeline FV 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: 8,840 shares; 2024Q4: 8,840 shares; 2025Q1: 8,840 shares; 2025Q2: 8,840 shares; 2025Q3: 8,840 shares 8,840 $548K 0.06% 0 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: 3,297 shares; 2024Q4: 3,569 shares; 2025Q1: 3,349 shares; 2025Q2: 3,299 shares; 2025Q3: 3,180 shares 3,180 $540K 0.06% -119 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: 5,062 shares; 2024Q4: 5,062 shares; 2025Q1: 5,056 shares; 2025Q2: 5,579 shares; 2025Q3: 5,591 shares 5,591 $527K 0.05% +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: 1,119 shares; 2024Q4: 1,122 shares; 2025Q1: 1,117 shares; 2025Q2: 1,113 shares; 2025Q3: 1,113 shares 1,113 $523K 0.05% 0 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: 6,802 shares; 2024Q4: 6,870 shares; 2025Q1: 6,722 shares; 2025Q2: 4,752 shares; 2025Q3: 4,251 shares 4,251 $520K 0.05% -501 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: 2,075 shares; 2024Q4: 2,078 shares; 2025Q1: 2,074 shares; 2025Q2: 1,570 shares; 2025Q3: 1,567 shares 1,567 $518K 0.05% -3 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 619 shares; 2024Q4: 627 shares; 2025Q1: 832 shares; 2025Q2: 679 shares; 2025Q3: 676 shares 676 $513K 0.05% -3 Timeline IYR 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: 5,692 shares; 2024Q4: 5,692 shares; 2025Q1: 5,693 shares; 2025Q2: 5,694 shares; 2025Q3: 5,265 shares 5,265 $509K 0.05% -429 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,754 shares; 2024Q4: 1,753 shares; 2025Q1: 2,053 shares; 2025Q2: 1,753 shares; 2025Q3: 1,753 shares 1,753 $503K 0.05% 0 Timeline HDV 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: 4,585 shares; 2024Q4: 4,585 shares; 2025Q1: 4,255 shares; 2025Q2: 4,080 shares; 2025Q3: 4,080 shares 4,080 $497K 0.05% 0 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 3,750 shares; 2025Q2: 3,750 shares; 2025Q3: 2,500 shares 2,500 $497K 0.05% -1,250 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: 10,026 shares; 2024Q4: 10,328 shares; 2025Q1: 10,933 shares; 2025Q2: 11,827 shares; 2025Q3: 11,326 shares 11,326 $492K 0.05% -501 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,604 shares; 2024Q4: 2,604 shares; 2025Q1: 2,708 shares; 2025Q2: 2,608 shares; 2025Q3: 3,479 shares 3,479 $469K 0.05% +871 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: 9,300 shares; 2024Q4: 9,300 shares; 2025Q1: 9,334 shares; 2025Q2: 9,334 shares; 2025Q3: 9,334 shares 9,334 $467K 0.05% 0 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,353 shares; 2024Q4: 75,353 shares; 2025Q1: 75,353 shares; 2025Q2: 75,353 shares; 2025Q3: 75,353 shares 75,353 $463K 0.05% 0 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: 5,647 shares; 2024Q4: 8,727 shares; 2025Q1: 8,487 shares; 2025Q2: 8,218 shares; 2025Q3: 8,545 shares 8,545 $456K 0.05% +327 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,928 shares; 2024Q4: 5,548 shares; 2025Q1: 5,431 shares; 2025Q2: 7,041 shares; 2025Q3: 8,403 shares 8,403 $454K 0.05% +1,362 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: 2,287 shares; 2024Q4: 2,689 shares; 2025Q1: 2,784 shares; 2025Q2: 1,574 shares; 2025Q3: 1,574 shares 1,574 $453K 0.05% 0 Timeline LQD 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: 5,186 shares; 2024Q4: 5,038 shares; 2025Q1: 4,924 shares; 2025Q2: 4,354 shares; 2025Q3: 4,039 shares 4,039 $451K 0.05% -315 Timeline EMB 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: 5,337 shares; 2024Q4: 5,337 shares; 2025Q1: 5,337 shares; 2025Q2: 4,722 shares; 2025Q3: 4,722 shares 4,722 $449K 0.05% 0 Timeline IYF 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: 4,124 shares; 2024Q4: 3,851 shares; 2025Q1: 3,636 shares; 2025Q2: 3,631 shares; 2025Q3: 3,572 shares 3,572 $445K 0.05% -59 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: 2,221 shares; 2024Q4: 2,221 shares; 2025Q1: 2,201 shares; 2025Q2: 2,280 shares; 2025Q3: 2,144 shares 2,144 $444K 0.05% -136 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: 687 shares; 2024Q4: 987 shares; 2025Q1: 976 shares; 2025Q2: 918 shares; 2025Q3: 918 shares 918 $433K 0.04% 0 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: 2,314 shares; 2024Q4: 2,289 shares; 2025Q1: 2,218 shares; 2025Q2: 2,218 shares; 2025Q3: 2,069 shares 2,069 $433K 0.04% -149 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares 4,000 $427K 0.04% 0 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 924 shares; 2024Q4: 924 shares; 2025Q1: 924 shares; 2025Q2: 924 shares; 2025Q3: 924 shares 924 $426K 0.04% 0 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,344 shares; 2024Q4: 8,344 shares; 2025Q1: 8,344 shares; 2025Q2: 8,344 shares; 2025Q3: 8,344 shares 8,344 $423K 0.04% 0 Timeline TLT 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: 47,170 shares; 2024Q4: 40,969 shares; 2025Q1: 4,754 shares; 2025Q2: 4,804 shares; 2025Q3: 4,604 shares 4,604 $412K 0.04% -200 Timeline GDX 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: 9,613 shares; 2024Q4: 8,959 shares; 2025Q1: 8,600 shares; 2025Q2: 5,890 shares; 2025Q3: 5,300 shares 5,300 $409K 0.04% -590 Timeline DVY 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: 3,523 shares; 2024Q4: 3,523 shares; 2025Q1: 3,373 shares; 2025Q2: 3,373 shares; 2025Q3: 2,873 shares 2,873 $408K 0.04% -500 Timeline IBB 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: 10,706 shares; 2024Q4: 3,061 shares; 2025Q1: 3,061 shares; 2025Q2: 2,999 shares; 2025Q3: 2,709 shares 2,709 $405K 0.04% -290 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: 21,089 shares; 2024Q4: 19,696 shares; 2025Q1: 6,057 shares; 2025Q2: 4,007 shares; 2025Q3: 4,491 shares 4,491 $402K 0.04% +484 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,232 shares; 2024Q4: 11,233 shares; 2025Q1: 11,316 shares; 2025Q2: 11,316 shares; 2025Q3: 11,315 shares 11,315 $393K 0.04% -1 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: 8,310 shares; 2024Q4: 6,955 shares; 2025Q1: 4,805 shares; 2025Q2: 4,305 shares; 2025Q3: 4,255 shares 4,255 $389K 0.04% -50 Timeline SHM 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: 5,500 shares; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares 8,000 $385K 0.04% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,991 shares; 2024Q4: 3,991 shares; 2025Q1: 3,991 shares; 2025Q2: 3,913 shares; 2025Q3: 3,913 shares 3,913 $377K 0.04% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,188 shares; 2024Q4: 3,195 shares; 2025Q1: 2,652 shares; 2025Q2: 2,645 shares; 2025Q3: 2,638 shares 2,638 $376K 0.04% -7 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,308 shares; 2024Q4: 5,308 shares; 2025Q1: 5,333 shares; 2025Q2: 5,133 shares; 2025Q3: 5,133 shares 5,133 $373K 0.04% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,358 shares; 2024Q4: 1,343 shares; 2025Q1: 1,691 shares; 2025Q2: 1,681 shares; 2025Q3: 1,546 shares 1,546 $369K 0.04% -135 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,837 shares; 2025Q3: 6,837 shares 6,837 $366K 0.04% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,507 shares; 2024Q4: 1,510 shares; 2025Q1: 1,518 shares; 2025Q2: 1,496 shares; 2025Q3: 1,493 shares 1,493 $364K 0.04% -3 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 371 shares; 2024Q4: 342 shares; 2025Q1: 344 shares; 2025Q2: 344 shares; 2025Q3: 345 shares 345 $355K 0.04% +1 Timeline CDZI CADIZ INC More: the full row for CADIZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 455,921 shares; 2024Q4: 528,000 shares; 2025Q1: 611,750 shares; 2025Q2: 49,000 shares; 2025Q3: 74,874 shares 74,874 $355K 0.04% +25,874 Timeline TIP 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: 4,345 shares; 2024Q4: 4,345 shares; 2025Q1: 4,345 shares; 2025Q2: 4,345 shares; 2025Q3: 3,170 shares 3,170 $352K 0.04% -1,175 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: 7,514 shares; 2024Q4: 14,948 shares; 2025Q1: 14,948 shares; 2025Q2: 14,948 shares; 2025Q3: 14,948 shares 14,948 $352K 0.04% 0 Timeline BLOK 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: 7,015 shares; 2024Q4: 5,015 shares; 2025Q1: not reported; 2025Q2: 5,015 shares; 2025Q3: 5,015 shares 5,015 $350K 0.04% 0 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,628 shares; 2024Q4: 2,578 shares; 2025Q1: 2,578 shares; 2025Q2: 2,528 shares; 2025Q3: 2,550 shares 2,550 $348K 0.04% +22 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,189 shares; 2024Q4: 12,384 shares; 2025Q1: 12,386 shares; 2025Q2: 12,389 shares; 2025Q3: 12,391 shares 12,391 $348K 0.04% +2 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,058 shares; 2024Q4: 3,038 shares; 2025Q1: 3,038 shares; 2025Q2: 3,038 shares; 2025Q3: 3,038 shares 3,038 $341K 0.04% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 602 shares; 2025Q1: 702 shares; 2025Q2: 702 shares; 2025Q3: 702 shares 702 $338K 0.04% 0 Timeline PPA 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: not reported; 2025Q2: 1,475 shares; 2025Q3: 2,125 shares 2,125 $332K 0.03% +650 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,304 shares; 2024Q4: 3,171 shares; 2025Q1: 3,071 shares; 2025Q2: 3,071 shares; 2025Q3: 3,069 shares 3,069 $316K 0.03% -2 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: 2,618 shares; 2024Q4: 2,618 shares; 2025Q1: 2,203 shares; 2025Q2: 2,193 shares; 2025Q3: 2,200 shares 2,200 $313K 0.03% +7 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: 4,763 shares; 2024Q4: 5,583 shares; 2025Q1: 4,474 shares; 2025Q2: 4,681 shares; 2025Q3: 5,156 shares 5,156 $297K 0.03% +475 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 701 shares; 2024Q4: 703 shares; 2025Q1: 697 shares; 2025Q2: 697 shares; 2025Q3: 695 shares 695 $294K 0.03% -2 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: 1,023 shares; 2024Q4: 1,023 shares; 2025Q1: 1,023 shares; 2025Q2: 1,023 shares; 2025Q3: 1,023 shares 1,023 $286K 0.03% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 514 shares; 2024Q4: 515 shares; 2025Q1: 514 shares; 2025Q2: 474 shares; 2025Q3: 473 shares 473 $286K 0.03% -1 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,211 shares 3,211 $283K 0.03% new Timeline AIEQ 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: 6,092 shares; 2024Q4: 6,140 shares; 2025Q1: 6,140 shares; 2025Q2: 6,140 shares; 2025Q3: 6,140 shares 6,140 $276K 0.03% 0 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: 6,478 shares; 2024Q4: 4,478 shares; 2025Q1: 4,479 shares; 2025Q2: 4,480 shares; 2025Q3: 4,673 shares 4,673 $275K 0.03% +193 Timeline PRF 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: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares 6,000 $272K 0.03% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,319 shares; 2024Q4: not reported; 2025Q1: 3,823 shares; 2025Q2: 3,323 shares; 2025Q3: 3,319 shares 3,319 $271K 0.03% -4 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,467 shares; 2024Q4: 1,338 shares; 2025Q1: 1,338 shares; 2025Q2: 1,338 shares; 2025Q3: 1,334 shares 1,334 $266K 0.03% -4 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: 7,446 shares; 2024Q4: 7,457 shares; 2025Q1: 7,427 shares; 2025Q2: 7,427 shares; 2025Q3: 7,427 shares 7,427 $264K 0.03% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,027 shares; 2025Q3: 1,025 shares 1,025 $263K 0.03% -2 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: 3,651 shares; 2024Q4: 3,651 shares; 2025Q1: 3,651 shares; 2025Q2: 3,651 shares; 2025Q3: 3,651 shares 3,651 $262K 0.03% 0 Timeline MGNI MAGNITE INC More: the full row for MAGNITE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,000 shares; 2024Q4: 13,000 shares; 2025Q1: 13,000 shares; 2025Q2: 13,000 shares; 2025Q3: 13,000 shares 13,000 $262K 0.03% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,594 shares; 2025Q2: 3,594 shares; 2025Q3: 3,594 shares 3,594 $261K 0.03% 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: 534 shares; 2024Q4: 534 shares; 2025Q1: 534 shares; 2025Q2: 534 shares; 2025Q3: 543 shares 543 $256K 0.03% +9 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,746 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,896 shares 6,896 $255K 0.03% new Timeline HYMB 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: 10,050 shares; 2024Q4: 10,050 shares; 2025Q1: 10,050 shares; 2025Q2: 10,050 shares; 2025Q3: 10,050 shares 10,050 $250K 0.03% 0 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,341 shares; 2025Q3: 7,467 shares 7,467 $250K 0.03% +1,126 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,029 shares 1,029 $248K 0.03% new 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: 2,206 shares; 2024Q4: 2,206 shares; 2025Q1: 2,285 shares; 2025Q2: 1,849 shares; 2025Q3: 1,722 shares 1,722 $247K 0.03% -127 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,805 shares; 2025Q3: 1,605 shares 1,605 $243K 0.03% -200 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,790 shares; 2024Q4: 3,919 shares; 2025Q1: 3,922 shares; 2025Q2: 3,911 shares; 2025Q3: 3,913 shares 3,913 $242K 0.03% +2 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 812 shares; 2024Q4: 812 shares; 2025Q1: 807 shares; 2025Q2: 807 shares; 2025Q3: 807 shares 807 $240K 0.02% 0 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: 2,366 shares; 2024Q4: not reported; 2025Q1: 7,188 shares; 2025Q2: 7,937 shares; 2025Q3: 8,752 shares 8,752 $239K 0.02% +815 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,536 shares; 2024Q4: 2,536 shares; 2025Q1: not reported; 2025Q2: 2,536 shares; 2025Q3: 2,536 shares 2,536 $235K 0.02% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,453 shares; 2024Q4: 5,592 shares; 2025Q1: 5,481 shares; 2025Q2: 3,439 shares; 2025Q3: 3,438 shares 3,438 $234K 0.02% -1 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,407 shares; 2025Q3: 4,407 shares 4,407 $231K 0.02% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 362 shares 362 $229K 0.02% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,196 shares 1,196 $228K 0.02% new Timeline IJJ 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: 1,737 shares; 2024Q4: 1,737 shares; 2025Q1: 1,737 shares; 2025Q2: 1,740 shares; 2025Q3: 1,740 shares 1,740 $227K 0.02% 0 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,964 shares 2,964 $226K 0.02% new 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: 1,400 shares; 2024Q4: 1,357 shares; 2025Q1: 1,332 shares; 2025Q2: 1,299 shares; 2025Q3: 1,326 shares 1,326 $224K 0.02% +27 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 323 shares 323 $221K 0.02% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,730 shares; 2024Q4: 2,736 shares; 2025Q1: 2,611 shares; 2025Q2: 2,611 shares; 2025Q3: 2,805 shares 2,805 $220K 0.02% +194 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,888 shares 17,888 $219K 0.02% new 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: 2,414 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,560 shares 2,560 $215K 0.02% new Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,186 shares; 2024Q4: not reported; 2025Q1: 2,195 shares; 2025Q2: 2,195 shares; 2025Q3: 2,186 shares 2,186 $213K 0.02% -9 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,627 shares; 2024Q4: 2,629 shares; 2025Q1: 2,627 shares; 2025Q2: 2,622 shares; 2025Q3: 2,466 shares 2,466 $211K 0.02% -156 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,645 shares 3,645 $211K 0.02% new Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 676 shares; 2024Q4: 677 shares; 2025Q1: 677 shares; 2025Q2: 582 shares; 2025Q3: 581 shares 581 $210K 0.02% -1 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 862 shares 862 $206K 0.02% new Timeline SCHP 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: 4,241 shares; 2024Q4: 8,402 shares; 2025Q1: 8,419 shares; 2025Q2: 8,419 shares; 2025Q3: 7,649 shares 7,649 $206K 0.02% -770 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,363 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,118 shares 1,118 $205K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 472 shares; 2025Q3: 410 shares 410 $204K 0.02% -62 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 723 shares 723 $204K 0.02% new Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,030 shares; 2025Q1: 10,030 shares; 2025Q2: 15,000 shares; 2025Q3: 14,970 shares 14,970 $203K 0.02% -30 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 679 shares 679 $200K 0.02% new Timeline CVBF CVB FINL CORP More: the full row for CVB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares 10,000 $188K 0.02% 0 Timeline NTHI NEONC TECHNOLOGIES HLDGS INC More: the full row for NEONC TECHNOLOGIES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares 15,000 $171K 0.02% 0 Timeline KW KENNEDY-WILSON HOLDINGS INC More: the full row for KENNEDY-WILSON HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,041 shares; 2024Q4: 19,041 shares; 2025Q1: 19,041 shares; 2025Q2: 19,041 shares; 2025Q3: 19,041 shares 19,041 $161K 0.02% 0 Timeline VCV INVESCO CALIF VALUE MUN INCO More: the full row for INVESCO CALIF VALUE MUN INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares 10,000 $105K 0.01% new Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,405 shares; 2024Q4: 15,405 shares; 2025Q1: 15,405 shares; 2025Q2: 15,405 shares; 2025Q3: 15,405 shares 15,405 $75.2K 0.01% 0 Timeline EDIT EDITAS MEDICINE INC More: the full row for EDITAS MEDICINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,000 shares; 2024Q4: 17,000 shares; 2025Q1: 17,000 shares; 2025Q2: 17,000 shares; 2025Q3: 17,000 shares 17,000 $66.1K 0.01% 0 Timeline MOBX MOBIX LABS INC More: the full row for MOBIX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 30,000 shares 30,000 $26.9K <0.01% +20,000 Timeline T-Rex 2X Inverse NVIDIA Dai… T-Rex 2X Inverse NVIDIA Daily Tar… More: the full row for T-Rex 2X Inverse NVIDIA Daily Target ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,185 shares; 2025Q3: 10,185 shares 10,185 $9.2K <0.01% 0