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: 1,282,891 shares; 2024Q4: 1,283,762 shares; 2025Q1: 1,750,975 shares; 2025Q2: 1,909,848 shares; 2025Q3: 1,903,188 shares 1,903,188 $355M 13.06% -6,660 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: 299,311 shares; 2024Q4: 304,538 shares; 2025Q1: 305,293 shares; 2025Q2: 310,090 shares; 2025Q3: 323,983 shares 323,983 $106M 3.91% +13,893 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: 105,321 shares; 2024Q4: 107,616 shares; 2025Q1: 138,900 shares; 2025Q2: 142,086 shares; 2025Q3: 177,820 shares 177,820 $92.1M 3.39% +35,734 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 913,860 shares; 2024Q4: 1,016,093 shares; 2025Q1: 1,096,478 shares; 2025Q2: 1,149,360 shares; 2025Q3: 1,191,019 shares 1,191,019 $55.1M 2.03% +41,659 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: 132,722 shares; 2024Q4: 141,533 shares; 2025Q1: 154,903 shares; 2025Q2: 154,234 shares; 2025Q3: 154,038 shares 154,038 $48.6M 1.79% -196 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: 28,870 shares; 2024Q4: 31,057 shares; 2025Q1: 53,340 shares; 2025Q2: 53,169 shares; 2025Q3: 62,474 shares 62,474 $45.9M 1.69% +9,305 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 671,933 shares; 2024Q4: 710,359 shares; 2025Q1: 699,625 shares; 2025Q2: 750,208 shares; 2025Q3: 1,115,378 shares 1,115,378 $44.1M 1.62% +365,170 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 524,085 shares; 2024Q4: 571,438 shares; 2025Q1: 672,822 shares; 2025Q2: 688,315 shares; 2025Q3: 736,317 shares 736,317 $42M 1.55% +48,002 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: 96,259 shares; 2024Q4: 90,487 shares; 2025Q1: 86,902 shares; 2025Q2: 86,117 shares; 2025Q3: 92,326 shares 92,326 $41.1M 1.51% +6,209 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: 120,921 shares; 2024Q4: 130,790 shares; 2025Q1: 147,091 shares; 2025Q2: 151,970 shares; 2025Q3: 166,400 shares 166,400 $40.5M 1.49% +14,430 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,039 shares; 2024Q4: 187,782 shares; 2025Q1: 189,256 shares; 2025Q2: 205,754 shares; 2025Q3: 215,576 shares 215,576 $40.2M 1.48% +9,822 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: 91,977 shares; 2024Q4: 90,849 shares; 2025Q1: 102,918 shares; 2025Q2: 98,936 shares; 2025Q3: 119,837 shares 119,837 $39.5M 1.45% +20,901 Timeline PYLD 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: 986,029 shares; 2024Q4: 1,095,102 shares; 2025Q1: 1,217,800 shares; 2025Q2: 1,340,058 shares; 2025Q3: 1,404,986 shares 1,404,986 $37.7M 1.39% +64,928 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: 312,097 shares; 2024Q4: 302,703 shares; 2025Q1: 321,887 shares; 2025Q2: 322,928 shares; 2025Q3: 324,303 shares 324,303 $33.4M 1.23% +1,375 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256,447 shares; 2024Q4: 308,264 shares; 2025Q1: 361,738 shares; 2025Q2: 390,657 shares; 2025Q3: 411,160 shares 411,160 $32.2M 1.19% +20,503 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266,734 shares; 2024Q4: 285,315 shares; 2025Q1: 280,873 shares; 2025Q2: 309,405 shares; 2025Q3: 318,905 shares 318,905 $29.9M 1.1% +9,500 Timeline SPYM 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: 239,699 shares; 2024Q4: 287,952 shares; 2025Q1: 309,563 shares; 2025Q2: 336,170 shares; 2025Q3: 344,899 shares 344,899 $27M 0.99% +8,729 Timeline IVLU 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: 457,122 shares; 2024Q4: 418,645 shares; 2025Q1: 420,748 shares; 2025Q2: 692,273 shares; 2025Q3: 730,552 shares 730,552 $25.9M 0.95% +38,279 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: 173,214 shares; 2024Q4: 176,525 shares; 2025Q1: 175,651 shares; 2025Q2: 182,319 shares; 2025Q3: 162,571 shares 162,571 $25.8M 0.95% -19,748 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: 66,485 shares; 2024Q4: 69,050 shares; 2025Q1: 96,278 shares; 2025Q2: 102,432 shares; 2025Q3: 106,670 shares 106,670 $24.7M 0.91% +4,238 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,482 shares; 2024Q4: 220,938 shares; 2025Q1: 262,922 shares; 2025Q2: 282,136 shares; 2025Q3: 294,974 shares 294,974 $24.4M 0.9% +12,838 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: 65,402 shares; 2024Q4: 64,487 shares; 2025Q1: 61,062 shares; 2025Q2: 60,262 shares; 2025Q3: 52,043 shares 52,043 $23.3M 0.86% -8,219 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: 42,722 shares; 2024Q4: 40,035 shares; 2025Q1: 39,699 shares; 2025Q2: 39,474 shares; 2025Q3: 34,835 shares 34,835 $22.3M 0.82% -4,639 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: 189,519 shares; 2024Q4: 182,657 shares; 2025Q1: 182,971 shares; 2025Q2: 184,393 shares; 2025Q3: 193,103 shares 193,103 $21.8M 0.8% +8,710 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: 43,285 shares; 2024Q4: 43,792 shares; 2025Q1: 66,761 shares; 2025Q2: 66,396 shares; 2025Q3: 86,347 shares 86,347 $21M 0.77% +19,951 Timeline QYLD 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: 873,291 shares; 2024Q4: 1,102,385 shares; 2025Q1: 1,300,735 shares; 2025Q2: 1,279,039 shares; 2025Q3: 1,205,865 shares 1,205,865 $20.5M 0.75% -73,174 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: 27,477 shares; 2024Q4: 27,225 shares; 2025Q1: 29,199 shares; 2025Q2: 37,719 shares; 2025Q3: 31,779 shares 31,779 $18.1M 0.66% -5,940 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: 200,533 shares; 2024Q4: 200,816 shares; 2025Q1: 198,879 shares; 2025Q2: 207,710 shares; 2025Q3: 211,814 shares 211,814 $17.8M 0.65% +4,104 Timeline XYLD 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: 352,374 shares; 2024Q4: 457,194 shares; 2025Q1: 539,030 shares; 2025Q2: 529,454 shares; 2025Q3: 447,518 shares 447,518 $17.6M 0.65% -81,936 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,599 shares; 2024Q4: 175,290 shares; 2025Q1: 218,619 shares; 2025Q2: 246,772 shares; 2025Q3: 294,663 shares 294,663 $16.9M 0.62% +47,891 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 345,523 shares; 2024Q4: 318,801 shares; 2025Q1: 324,298 shares; 2025Q2: 339,497 shares; 2025Q3: 355,898 shares 355,898 $16.9M 0.62% +16,401 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: 39,142 shares; 2024Q4: 42,486 shares; 2025Q1: 45,636 shares; 2025Q2: 46,428 shares; 2025Q3: 49,397 shares 49,397 $16.9M 0.62% +2,969 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: 19,800 shares; 2024Q4: 20,962 shares; 2025Q1: 25,326 shares; 2025Q2: 25,318 shares; 2025Q3: 27,329 shares 27,329 $16.4M 0.6% +2,011 Timeline SGOV 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: 43,102 shares; 2025Q2: 68,463 shares; 2025Q3: 161,579 shares 161,579 $16.3M 0.6% +93,116 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,902 shares; 2024Q4: 110,529 shares; 2025Q1: 110,621 shares; 2025Q2: 110,630 shares; 2025Q3: 110,399 shares 110,399 $15.7M 0.58% -231 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: 81,447 shares; 2024Q4: 74,195 shares; 2025Q1: 74,490 shares; 2025Q2: 77,190 shares; 2025Q3: 80,251 shares 80,251 $15.6M 0.57% +3,061 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,136 shares; 2024Q4: 133,043 shares; 2025Q1: 132,546 shares; 2025Q2: 131,412 shares; 2025Q3: 114,875 shares 114,875 $15.3M 0.56% -16,537 Timeline RYLD 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: 638,429 shares; 2024Q4: 942,986 shares; 2025Q1: 1,184,631 shares; 2025Q2: 1,163,591 shares; 2025Q3: 1,009,634 shares 1,009,634 $15.2M 0.56% -153,957 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: 33,630 shares; 2024Q4: 30,896 shares; 2025Q1: 24,485 shares; 2025Q2: 25,679 shares; 2025Q3: 22,616 shares 22,616 $15.1M 0.55% -3,063 Timeline VOE 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: 5,171 shares; 2024Q4: 4,978 shares; 2025Q1: 82,993 shares; 2025Q2: 82,935 shares; 2025Q3: 83,058 shares 83,058 $14.5M 0.53% +123 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: 1,333 shares; 2024Q4: 1,203 shares; 2025Q1: 16,969 shares; 2025Q2: 18,888 shares; 2025Q3: 47,684 shares 47,684 $14M 0.52% +28,796 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: 127,104 shares; 2024Q4: 137,065 shares; 2025Q1: 137,340 shares; 2025Q2: 139,227 shares; 2025Q3: 145,625 shares 145,625 $13.9M 0.51% +6,398 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,471 shares; 2024Q4: 3,699 shares; 2025Q1: 4,503 shares; 2025Q2: 4,066 shares; 2025Q3: 5,915 shares 5,915 $13.8M 0.51% +1,849 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,299 shares; 2024Q4: 26,204 shares; 2025Q1: 25,819 shares; 2025Q2: 25,907 shares; 2025Q3: 24,183 shares 24,183 $13.7M 0.5% -1,724 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: 809,649 shares; 2024Q4: 771,993 shares; 2025Q1: 832,813 shares; 2025Q2: 833,167 shares; 2025Q3: 806,641 shares 806,641 $13.7M 0.5% -26,526 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,368 shares; 2024Q4: 63,598 shares; 2025Q1: 77,005 shares; 2025Q2: 77,583 shares; 2025Q3: 79,020 shares 79,020 $13.4M 0.49% +1,437 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: 58,924 shares; 2024Q4: 71,747 shares; 2025Q1: 74,253 shares; 2025Q2: 76,706 shares; 2025Q3: 93,859 shares 93,859 $13.3M 0.49% +17,153 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232,436 shares; 2024Q4: 254,693 shares; 2025Q1: 273,829 shares; 2025Q2: 280,175 shares; 2025Q3: 278,968 shares 278,968 $13.3M 0.49% -1,207 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: 71,550 shares; 2024Q4: 65,807 shares; 2025Q1: 65,605 shares; 2025Q2: 66,206 shares; 2025Q3: 54,853 shares 54,853 $13M 0.48% -11,353 Timeline ESGV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,559 shares; 2025Q3: 107,223 shares 107,223 $12.7M 0.47% +63,664 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,789 shares; 2024Q4: 172,581 shares; 2025Q1: 203,677 shares; 2025Q2: 205,676 shares; 2025Q3: 173,880 shares 173,880 $12.7M 0.47% -31,796 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: 110,690 shares; 2024Q4: 103,407 shares; 2025Q1: 103,178 shares; 2025Q2: 103,570 shares; 2025Q3: 92,159 shares 92,159 $12.5M 0.46% -11,411 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: 2,552 shares; 2024Q4: 24,156 shares; 2025Q1: 30,648 shares; 2025Q2: 28,574 shares; 2025Q3: 30,083 shares 30,083 $12.5M 0.46% +1,509 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: 49,926 shares; 2024Q4: 52,205 shares; 2025Q1: 47,211 shares; 2025Q2: 50,798 shares; 2025Q3: 67,116 shares 67,116 $12.4M 0.46% +16,318 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: 78,279 shares; 2024Q4: 61,483 shares; 2025Q1: 16,007 shares; 2025Q2: 17,079 shares; 2025Q3: 20,246 shares 20,246 $12.4M 0.46% +3,167 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 417,421 shares; 2024Q4: 351,357 shares; 2025Q1: 597,832 shares; 2025Q2: 622,372 shares; 2025Q3: 625,975 shares 625,975 $12.3M 0.45% +3,603 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: 117,047 shares; 2024Q4: 126,244 shares; 2025Q1: 141,263 shares; 2025Q2: 150,799 shares; 2025Q3: 161,708 shares 161,708 $12.2M 0.45% +10,909 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 398,781 shares; 2024Q4: 338,937 shares; 2025Q1: 588,881 shares; 2025Q2: 597,536 shares; 2025Q3: 618,860 shares 618,860 $12.1M 0.45% +21,324 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: 18,549 shares; 2024Q4: 19,314 shares; 2025Q1: 24,459 shares; 2025Q2: 25,765 shares; 2025Q3: 39,648 shares 39,648 $11.1M 0.41% +13,883 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: 8,079 shares; 2024Q4: 8,311 shares; 2025Q1: 8,955 shares; 2025Q2: 9,065 shares; 2025Q3: 11,640 shares 11,640 $10.8M 0.4% +2,575 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,097 shares; 2024Q4: 56,467 shares; 2025Q1: 55,436 shares; 2025Q2: 55,496 shares; 2025Q3: 51,528 shares 51,528 $10.7M 0.39% -3,968 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: 19,944 shares; 2024Q4: 41,547 shares; 2025Q1: 41,735 shares; 2025Q2: 42,183 shares; 2025Q3: 51,171 shares 51,171 $10.4M 0.38% +8,988 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,173 shares; 2024Q4: 167,992 shares; 2025Q1: 194,020 shares; 2025Q2: 193,608 shares; 2025Q3: 205,672 shares 205,672 $10.4M 0.38% +12,064 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,764 shares; 2025Q2: 3,880 shares; 2025Q3: 170,298 shares 170,298 $10.1M 0.37% +166,418 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: 47,306 shares; 2024Q4: 49,047 shares; 2025Q1: 52,425 shares; 2025Q2: 54,465 shares; 2025Q3: 32,682 shares 32,682 $9.93M 0.37% -21,783 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239,405 shares; 2024Q4: 243,668 shares; 2025Q1: 273,323 shares; 2025Q2: 299,313 shares; 2025Q3: 442,157 shares 442,157 $9.76M 0.36% +142,844 Timeline USFR 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: 179,767 shares; 2024Q4: 157,920 shares; 2025Q1: 216,765 shares; 2025Q2: 218,166 shares; 2025Q3: 193,099 shares 193,099 $9.71M 0.36% -25,067 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,748 shares; 2024Q4: 45,175 shares; 2025Q1: 42,402 shares; 2025Q2: 42,481 shares; 2025Q3: 38,993 shares 38,993 $9.33M 0.34% -3,488 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,282 shares; 2024Q4: 9,275 shares; 2025Q1: 15,257 shares; 2025Q2: 14,030 shares; 2025Q3: 8,589 shares 8,589 $9.26M 0.34% -5,441 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: 34,081 shares; 2024Q4: 33,821 shares; 2025Q1: 34,941 shares; 2025Q2: 34,471 shares; 2025Q3: 26,236 shares 26,236 $9.25M 0.34% -8,235 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,408 shares; 2024Q4: 287,496 shares; 2025Q1: 297,229 shares; 2025Q2: 285,720 shares; 2025Q3: 293,376 shares 293,376 $9.17M 0.34% +7,656 Timeline NVDL GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 96,495 shares 96,495 $9.03M 0.33% new 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: 20,599 shares; 2024Q4: 14,261 shares; 2025Q1: 11,563 shares; 2025Q2: 11,926 shares; 2025Q3: 11,740 shares 11,740 $8.96M 0.33% -186 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: 4,819 shares; 2024Q4: 5,443 shares; 2025Q1: 8,454 shares; 2025Q2: 10,001 shares; 2025Q3: 18,096 shares 18,096 $8.87M 0.33% +8,095 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,302 shares; 2024Q4: 45,982 shares; 2025Q1: 54,486 shares; 2025Q2: 71,410 shares; 2025Q3: 126,393 shares 126,393 $8.65M 0.32% +54,983 Timeline FTHI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 363,278 shares 363,278 $8.61M 0.32% new Timeline VYMI 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: 178,435 shares; 2024Q4: 178,322 shares; 2025Q1: 107,694 shares; 2025Q2: 104,851 shares; 2025Q3: 101,165 shares 101,165 $8.57M 0.32% -3,686 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,871 shares; 2024Q4: 215,793 shares; 2025Q1: 206,842 shares; 2025Q2: 206,606 shares; 2025Q3: 171,134 shares 171,134 $8.56M 0.31% -35,472 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 145,756 shares 145,756 $8.38M 0.31% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,123 shares; 2024Q4: 55,358 shares; 2025Q1: 61,922 shares; 2025Q2: 67,198 shares; 2025Q3: 70,832 shares 70,832 $8.11M 0.3% +3,634 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: 16,063 shares; 2024Q4: 16,562 shares; 2025Q1: 19,356 shares; 2025Q2: 19,490 shares; 2025Q3: 19,912 shares 19,912 $8.07M 0.3% +422 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: 1,656 shares; 2024Q4: 1,711 shares; 2025Q1: 1,872 shares; 2025Q2: 2,772 shares; 2025Q3: 13,106 shares 13,106 $8.06M 0.3% +10,334 Timeline JGLO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 118,310 shares 118,310 $8.02M 0.29% new 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: 3,341 shares; 2024Q4: 2,857 shares; 2025Q1: 4,189 shares; 2025Q2: 4,582 shares; 2025Q3: 6,635 shares 6,635 $7.95M 0.29% +2,053 Timeline ACEL ACCEL ENTERTAINMENT INC More: the full row for ACCEL ENTERTAINMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 757,699 shares; 2024Q4: 713,699 shares; 2025Q1: 713,699 shares; 2025Q2: 713,699 shares; 2025Q3: 713,699 shares 713,699 $7.9M 0.29% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 343 shares; 2025Q1: 315 shares; 2025Q2: 374 shares; 2025Q3: 6,752 shares 6,752 $7.87M 0.29% +6,378 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,211 shares; 2024Q4: 118,786 shares; 2025Q1: 121,543 shares; 2025Q2: 214,115 shares; 2025Q3: 123,394 shares 123,394 $7.82M 0.29% -90,721 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,010 shares; 2025Q3: 56,876 shares 56,876 $7.8M 0.29% -134 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: 1,455 shares; 2025Q1: 1,696 shares; 2025Q2: 49,800 shares; 2025Q3: 51,914 shares 51,914 $7.71M 0.28% +2,114 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,526 shares; 2024Q4: 122,606 shares; 2025Q1: 313,635 shares; 2025Q2: 319,356 shares; 2025Q3: 117,294 shares 117,294 $7.62M 0.28% -202,062 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS 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: 26,052 shares; 2025Q3: 31,085 shares 31,085 $7.62M 0.28% +5,033 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT 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: 202,365 shares; 2025Q2: 229,675 shares; 2025Q3: 256,160 shares 256,160 $7.59M 0.28% +26,485 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 383,027 shares; 2024Q4: 326,688 shares; 2025Q1: 347,725 shares; 2025Q2: 349,147 shares; 2025Q3: 360,559 shares 360,559 $7.42M 0.27% +11,412 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 408,591 shares; 2024Q4: 351,044 shares; 2025Q1: 375,855 shares; 2025Q2: 378,395 shares; 2025Q3: 389,826 shares 389,826 $7.33M 0.27% +11,431 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,397 shares; 2024Q4: 81,387 shares; 2025Q1: 408,361 shares; 2025Q2: 410,340 shares; 2025Q3: 423,561 shares 423,561 $7.16M 0.26% +13,221 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: 10,162 shares; 2024Q4: 18,456 shares; 2025Q1: 19,051 shares; 2025Q2: 20,264 shares; 2025Q3: 25,023 shares 25,023 $7.04M 0.26% +4,759 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: 15,210 shares; 2024Q4: 9,621 shares; 2025Q1: 19,790 shares; 2025Q2: 25,208 shares; 2025Q3: 42,132 shares 42,132 $7.01M 0.26% +16,924 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 117,667 shares; 2025Q3: 117,819 shares 117,819 $6.77M 0.25% +152 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,318 shares; 2024Q4: 2,636 shares; 2025Q1: 3,241 shares; 2025Q2: 49,536 shares; 2025Q3: 58,449 shares 58,449 $6.49M 0.24% +8,913 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: 2,069 shares; 2024Q4: 1,530 shares; 2025Q1: 1,564 shares; 2025Q2: 48,086 shares; 2025Q3: 58,952 shares 58,952 $6.48M 0.24% +10,866 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,592 shares; 2024Q4: 41,555 shares; 2025Q1: 40,765 shares; 2025Q2: 41,613 shares; 2025Q3: 38,649 shares 38,649 $6.47M 0.24% -2,964 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: 37,378 shares; 2024Q4: 36,404 shares; 2025Q1: 42,132 shares; 2025Q2: 20,871 shares; 2025Q3: 18,529 shares 18,529 $6.4M 0.24% -2,342 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,547 shares; 2024Q4: 214,246 shares; 2025Q1: 212,553 shares; 2025Q2: 208,278 shares; 2025Q3: 161,097 shares 161,097 $6.16M 0.23% -47,181 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: 1,102 shares; 2024Q4: 1,128 shares; 2025Q1: 1,279 shares; 2025Q2: 17,200 shares; 2025Q3: 22,754 shares 22,754 $6.15M 0.23% +5,554 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,406 shares; 2024Q4: 40,096 shares; 2025Q1: 41,051 shares; 2025Q2: 41,246 shares; 2025Q3: 34,883 shares 34,883 $5.8M 0.21% -6,363 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,572 shares; 2024Q4: 154,246 shares; 2025Q1: 147,250 shares; 2025Q2: 148,790 shares; 2025Q3: 125,128 shares 125,128 $5.79M 0.21% -23,662 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: 8,123 shares; 2024Q4: 11,467 shares; 2025Q1: 13,173 shares; 2025Q2: 21,119 shares; 2025Q3: 30,654 shares 30,654 $5.59M 0.21% +9,535 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: 6,634 shares; 2024Q4: 6,558 shares; 2025Q1: 7,947 shares; 2025Q2: 9,545 shares; 2025Q3: 6,978 shares 6,978 $5.56M 0.2% -2,567 Timeline NVDX ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,000 shares; 2025Q3: 283,333 shares 283,333 $5.41M 0.2% +263,333 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,266 shares; 2024Q4: 71,694 shares; 2025Q1: 72,191 shares; 2025Q2: 70,955 shares; 2025Q3: 71,129 shares 71,129 $5.41M 0.2% +174 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: 23,295 shares; 2024Q4: 23,019 shares; 2025Q1: 24,130 shares; 2025Q2: 27,382 shares; 2025Q3: 34,382 shares 34,382 $5.28M 0.19% +7,000 Timeline MUB 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: 43,533 shares; 2024Q4: 41,719 shares; 2025Q1: 41,692 shares; 2025Q2: 45,376 shares; 2025Q3: 48,719 shares 48,719 $5.19M 0.19% +3,343 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 67,000 shares; 2025Q1: 65,423 shares; 2025Q2: 61,145 shares; 2025Q3: 66,295 shares 66,295 $5.18M 0.19% +5,150 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS 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: 99,152 shares 99,152 $5.15M 0.19% new Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,416 shares; 2024Q4: 40,210 shares; 2025Q1: 107,587 shares; 2025Q2: 92,847 shares; 2025Q3: 98,736 shares 98,736 $5.01M 0.18% +5,889 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,695 shares; 2024Q4: 22,828 shares; 2025Q1: 23,105 shares; 2025Q2: 23,195 shares; 2025Q3: 23,021 shares 23,021 $4.97M 0.18% -174 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: 11,709 shares; 2024Q4: 11,601 shares; 2025Q1: 15,220 shares; 2025Q2: 20,607 shares; 2025Q3: 28,965 shares 28,965 $4.95M 0.18% +8,358 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,961 shares; 2024Q4: 7,770 shares; 2025Q1: 20,682 shares; 2025Q2: 32,118 shares; 2025Q3: 49,612 shares 49,612 $4.86M 0.18% +17,494 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE 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: 2,804 shares; 2025Q2: 17,177 shares; 2025Q3: 22,634 shares 22,634 $4.86M 0.18% +5,457 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: 7,620 shares; 2024Q4: 7,127 shares; 2025Q1: 6,881 shares; 2025Q2: 7,481 shares; 2025Q3: 7,167 shares 7,167 $4.8M 0.18% -314 Timeline JBBB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 98,406 shares 98,406 $4.74M 0.17% new 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: 21,170 shares; 2024Q4: 21,908 shares; 2025Q1: 21,146 shares; 2025Q2: 20,522 shares; 2025Q3: 32,758 shares 32,758 $4.6M 0.17% +12,236 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: 20,454 shares; 2024Q4: 22,311 shares; 2025Q1: 22,368 shares; 2025Q2: 20,307 shares; 2025Q3: 18,978 shares 18,978 $4.59M 0.17% -1,329 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: not reported; 2025Q1: 12,693 shares; 2025Q2: 20,538 shares; 2025Q3: 30,221 shares 30,221 $4.56M 0.17% +9,683 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: 18,442 shares; 2024Q4: 18,510 shares; 2025Q1: 20,937 shares; 2025Q2: 21,687 shares; 2025Q3: 26,727 shares 26,727 $4.47M 0.16% +5,040 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: 6,471 shares; 2024Q4: 9,622 shares; 2025Q1: 15,125 shares; 2025Q2: 12,608 shares; 2025Q3: 19,668 shares 19,668 $4.44M 0.16% +7,060 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: 181,364 shares; 2024Q4: 173,074 shares; 2025Q1: 82,462 shares; 2025Q2: 70,098 shares; 2025Q3: 66,796 shares 66,796 $4.4M 0.16% -3,302 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: 6,741 shares; 2024Q4: 7,798 shares; 2025Q1: 8,143 shares; 2025Q2: 7,558 shares; 2025Q3: 5,786 shares 5,786 $4.39M 0.16% -1,772 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 347,728 shares; 2024Q4: 391,329 shares; 2025Q1: 367,073 shares; 2025Q2: 353,031 shares; 2025Q3: 443,364 shares 443,364 $4.34M 0.16% +90,333 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,132 shares; 2024Q4: 36,319 shares; 2025Q1: 37,039 shares; 2025Q2: 35,755 shares; 2025Q3: 29,094 shares 29,094 $4.16M 0.15% -6,661 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: 15,093 shares; 2024Q4: 17,389 shares; 2025Q1: 19,993 shares; 2025Q2: 19,555 shares; 2025Q3: 8,326 shares 8,326 $4.16M 0.15% -11,229 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: 124,118 shares; 2024Q4: 127,991 shares; 2025Q1: 134,255 shares; 2025Q2: 73,804 shares; 2025Q3: 48,530 shares 48,530 $4.07M 0.15% -25,274 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: 4,059 shares; 2024Q4: 4,098 shares; 2025Q1: 3,539 shares; 2025Q2: 2,961 shares; 2025Q3: 4,388 shares 4,388 $4.04M 0.15% +1,427 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242,713 shares; 2024Q4: 179,449 shares; 2025Q1: 183,809 shares; 2025Q2: 170,492 shares; 2025Q3: 171,016 shares 171,016 $4M 0.15% +524 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,103 shares; 2024Q4: 18,728 shares; 2025Q1: 18,965 shares; 2025Q2: 18,125 shares; 2025Q3: 15,363 shares 15,363 $4M 0.15% -2,762 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,217 shares; 2024Q4: 241,872 shares; 2025Q1: 257,892 shares; 2025Q2: 98,486 shares; 2025Q3: 105,132 shares 105,132 $3.93M 0.14% +6,646 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: 292,909 shares; 2024Q4: 276,082 shares; 2025Q1: 273,300 shares; 2025Q2: 239,778 shares; 2025Q3: 197,035 shares 197,035 $3.82M 0.14% -42,743 Timeline CALF 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 86,922 shares 86,922 $3.81M 0.14% new 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: 17,058 shares; 2024Q4: 20,510 shares; 2025Q1: 28,944 shares; 2025Q2: 45,028 shares; 2025Q3: 56,757 shares 56,757 $3.75M 0.14% +11,729 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: 1,798 shares; 2025Q2: 532 shares; 2025Q3: 5,180 shares 5,180 $3.72M 0.14% +4,648 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,467 shares; 2024Q4: 45,390 shares; 2025Q1: 46,615 shares; 2025Q2: 55,730 shares; 2025Q3: 126,957 shares 126,957 $3.59M 0.13% +71,227 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,563 shares; 2024Q4: 16,925 shares; 2025Q1: 18,298 shares; 2025Q2: 17,477 shares; 2025Q3: 19,801 shares 19,801 $3.54M 0.13% +2,324 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: 1,912 shares; 2024Q4: 2,836 shares; 2025Q1: 3,813 shares; 2025Q2: 9,133 shares; 2025Q3: 9,848 shares 9,848 $3.5M 0.13% +715 Timeline FBL GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 80,000 shares 80,000 $3.48M 0.13% new 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: 26,618 shares; 2024Q4: 32,774 shares; 2025Q1: 32,706 shares; 2025Q2: 34,245 shares; 2025Q3: 36,160 shares 36,160 $3.42M 0.13% +1,915 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,723 shares; 2024Q4: 70,676 shares; 2025Q1: 70,431 shares; 2025Q2: 102,327 shares; 2025Q3: 127,170 shares 127,170 $3.24M 0.12% +24,843 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,939 shares; 2024Q4: 22,513 shares; 2025Q1: 19,917 shares; 2025Q2: 19,951 shares; 2025Q3: 16,388 shares 16,388 $3.15M 0.12% -3,563 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 reported; 2024Q4: not reported; 2025Q1: 2,035 shares; 2025Q2: 17,781 shares; 2025Q3: 24,122 shares 24,122 $3.13M 0.12% +6,341 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,837 shares; 2024Q4: 197,806 shares; 2025Q1: 136,666 shares; 2025Q2: 165,649 shares; 2025Q3: 43,390 shares 43,390 $2.97M 0.11% -122,259 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: 41,208 shares; 2024Q4: 58,412 shares; 2025Q1: 58,650 shares; 2025Q2: 58,604 shares; 2025Q3: 58,758 shares 58,758 $2.94M 0.11% +154 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: 7,104 shares; 2024Q4: 7,857 shares; 2025Q1: 8,669 shares; 2025Q2: 9,035 shares; 2025Q3: 9,700 shares 9,700 $2.92M 0.11% +665 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,731 shares; 2024Q4: 13,930 shares; 2025Q1: 13,822 shares; 2025Q2: 14,161 shares; 2025Q3: 15,352 shares 15,352 $2.88M 0.11% +1,191 Timeline IWR 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: 29,181 shares; 2024Q4: 29,181 shares; 2025Q1: 29,808 shares; 2025Q2: 29,501 shares; 2025Q3: 29,709 shares 29,709 $2.87M 0.11% +208 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,107 shares; 2024Q4: 13,055 shares; 2025Q1: 14,177 shares; 2025Q2: 14,673 shares; 2025Q3: 15,372 shares 15,372 $2.82M 0.1% +699 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,899 shares; 2024Q4: 48,670 shares; 2025Q1: 48,686 shares; 2025Q2: 38,716 shares; 2025Q3: 71,003 shares 71,003 $2.74M 0.1% +32,287 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: 5,727 shares; 2024Q4: 6,309 shares; 2025Q1: 6,552 shares; 2025Q2: 9,242 shares; 2025Q3: 9,629 shares 9,629 $2.72M 0.1% +387 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: 25,527 shares; 2024Q4: 25,089 shares; 2025Q1: 22,431 shares; 2025Q2: 22,479 shares; 2025Q3: 22,608 shares 22,608 $2.69M 0.1% +129 Timeline IWB 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: 7,057 shares; 2024Q4: 6,757 shares; 2025Q1: 6,822 shares; 2025Q2: 6,684 shares; 2025Q3: 7,346 shares 7,346 $2.68M 0.1% +662 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: 5,198 shares; 2024Q4: 5,297 shares; 2025Q1: 5,297 shares; 2025Q2: 5,297 shares; 2025Q3: 5,634 shares 5,634 $2.64M 0.1% +337 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,922 shares; 2024Q4: 55,481 shares; 2025Q1: 33,339 shares; 2025Q2: 30,234 shares; 2025Q3: 25,430 shares 25,430 $2.64M 0.1% -4,804 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 51,841 shares 51,841 $2.63M 0.1% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,466 shares; 2024Q4: 142,043 shares; 2025Q1: 158,908 shares; 2025Q2: 112,491 shares; 2025Q3: 149,992 shares 149,992 $2.57M 0.09% +37,501 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,351 shares; 2025Q1: 2,431 shares; 2025Q2: 1,984 shares; 2025Q3: 7,504 shares 7,504 $2.53M 0.09% +5,520 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,778 shares; 2024Q4: 64,710 shares; 2025Q1: 65,988 shares; 2025Q2: 61,669 shares; 2025Q3: 59,226 shares 59,226 $2.51M 0.09% -2,443 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,471 shares; 2024Q4: 3,077 shares; 2025Q1: 3,183 shares; 2025Q2: 6,596 shares; 2025Q3: 7,660 shares 7,660 $2.48M 0.09% +1,064 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: 15,015 shares; 2024Q4: 14,997 shares; 2025Q1: 17,636 shares; 2025Q2: 16,914 shares; 2025Q3: 17,436 shares 17,436 $2.46M 0.09% +522 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: 1,113 shares; 2024Q4: 1,346 shares; 2025Q1: 1,982 shares; 2025Q2: 2,205 shares; 2025Q3: 2,539 shares 2,539 $2.42M 0.09% +334 Timeline MGK 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: 6,125 shares; 2024Q4: 5,966 shares; 2025Q1: 6,147 shares; 2025Q2: 6,006 shares; 2025Q3: 6,019 shares 6,019 $2.42M 0.09% +13 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: 2,127 shares; 2024Q4: 7,568 shares; 2025Q1: 7,559 shares; 2025Q2: 9,235 shares; 2025Q3: 14,154 shares 14,154 $2.37M 0.09% +4,919 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: 31,809 shares; 2024Q4: 34,636 shares; 2025Q1: 38,470 shares; 2025Q2: 12,587 shares; 2025Q3: 11,029 shares 11,029 $2.32M 0.09% -1,558 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,364 shares; 2024Q4: 167,871 shares; 2025Q1: 298,548 shares; 2025Q2: 262,112 shares; 2025Q3: 242,862 shares 242,862 $2.31M 0.08% -19,250 Timeline TRFK 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,935 shares 32,935 $2.2M 0.08% new Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,453 shares; 2024Q4: 41,249 shares; 2025Q1: 42,062 shares; 2025Q2: 42,945 shares; 2025Q3: 38,486 shares 38,486 $2.19M 0.08% -4,459 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,086 shares; 2024Q4: 17,160 shares; 2025Q1: 15,850 shares; 2025Q2: 19,226 shares; 2025Q3: 22,448 shares 22,448 $2.14M 0.08% +3,222 Timeline VRP 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: 118,812 shares; 2024Q4: 97,818 shares; 2025Q1: 101,192 shares; 2025Q2: 88,519 shares; 2025Q3: 85,866 shares 85,866 $2.12M 0.08% -2,653 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,091 shares; 2024Q4: 12,974 shares; 2025Q1: 13,458 shares; 2025Q2: 16,395 shares; 2025Q3: 16,981 shares 16,981 $2.1M 0.08% +586 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,219 shares; 2024Q4: 77,646 shares; 2025Q1: 116,222 shares; 2025Q2: 121,536 shares; 2025Q3: 125,208 shares 125,208 $2.09M 0.08% +3,672 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: 26,296 shares; 2024Q4: 21,600 shares; 2025Q1: 21,550 shares; 2025Q2: 56,646 shares; 2025Q3: 65,135 shares 65,135 $2.06M 0.08% +8,489 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,521 shares; 2024Q4: 74,420 shares; 2025Q1: 77,889 shares; 2025Q2: 79,752 shares; 2025Q3: 79,698 shares 79,698 $2.05M 0.08% -54 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: 36,160 shares; 2024Q4: 31,870 shares; 2025Q1: 28,199 shares; 2025Q2: 28,638 shares; 2025Q3: 14,938 shares 14,938 $2.01M 0.07% -13,700 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,302 shares; 2024Q4: 57,748 shares; 2025Q1: 87,925 shares; 2025Q2: 92,781 shares; 2025Q3: 95,962 shares 95,962 $2M 0.07% +3,181 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: 31,383 shares; 2024Q4: 32,181 shares; 2025Q1: 35,087 shares; 2025Q2: 41,121 shares; 2025Q3: 45,467 shares 45,467 $2M 0.07% +4,346 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,505 shares; 2024Q4: 48,040 shares; 2025Q1: 83,290 shares; 2025Q2: 85,148 shares; 2025Q3: 86,406 shares 86,406 $1.96M 0.07% +1,258 Timeline FTCS 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,789 shares 20,789 $1.95M 0.07% new Timeline BSCX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,710 shares; 2024Q4: 55,085 shares; 2025Q1: 81,682 shares; 2025Q2: 87,194 shares; 2025Q3: 90,280 shares 90,280 $1.94M 0.07% +3,086 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 103,917 shares 103,917 $1.9M 0.07% new Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,040 shares; 2024Q4: 49,070 shares; 2025Q1: 60,686 shares; 2025Q2: 66,205 shares; 2025Q3: 92,702 shares 92,702 $1.89M 0.07% +26,497 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,100 shares; 2025Q1: 7,542 shares; 2025Q2: 18,354 shares; 2025Q3: 39,411 shares 39,411 $1.89M 0.07% +21,057 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,900 shares; 2024Q4: 10,700 shares; 2025Q1: 16,700 shares; 2025Q2: 16,533 shares; 2025Q3: 71,332 shares 71,332 $1.86M 0.07% +54,799 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,487 shares; 2024Q4: 33,800 shares; 2025Q1: 43,972 shares; 2025Q2: 44,920 shares; 2025Q3: 46,862 shares 46,862 $1.84M 0.07% +1,942 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,436 shares; 2024Q4: 84,889 shares; 2025Q1: 77,302 shares; 2025Q2: 74,052 shares; 2025Q3: 55,087 shares 55,087 $1.81M 0.07% -18,965 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: 3,896 shares; 2024Q4: 3,854 shares; 2025Q1: 3,809 shares; 2025Q2: 3,718 shares; 2025Q3: 3,821 shares 3,821 $1.77M 0.07% +103 Timeline NIO NIO INC More: the full row for NIO 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: 230,690 shares 230,690 $1.76M 0.06% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,134 shares; 2024Q4: 8,488 shares; 2025Q1: 8,378 shares; 2025Q2: 8,856 shares; 2025Q3: 9,028 shares 9,028 $1.74M 0.06% +172 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: 22,455 shares; 2024Q4: 27,017 shares; 2025Q1: 31,333 shares; 2025Q2: 32,155 shares; 2025Q3: 28,692 shares 28,692 $1.72M 0.06% -3,463 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,109 shares; 2024Q4: 29,775 shares; 2025Q1: 30,913 shares; 2025Q2: 80,585 shares; 2025Q3: 64,330 shares 64,330 $1.7M 0.06% -16,255 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,406 shares; 2024Q4: 38,954 shares; 2025Q1: 41,490 shares; 2025Q2: 52,624 shares; 2025Q3: 59,794 shares 59,794 $1.69M 0.06% +7,170 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,787 shares; 2024Q4: 23,927 shares; 2025Q1: 19,347 shares; 2025Q2: 47,032 shares; 2025Q3: 49,621 shares 49,621 $1.66M 0.06% +2,589 Timeline DASH DOORDASH INC More: the full row for DOORDASH 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: 6,118 shares 6,118 $1.66M 0.06% new Timeline SOC SABLE OFFSHORE CORP More: the full row for SABLE OFFSHORE 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: 95,000 shares 95,000 $1.66M 0.06% new 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: 51,774 shares; 2024Q4: 38,511 shares; 2025Q1: 32,498 shares; 2025Q2: 36,996 shares; 2025Q3: 42,077 shares 42,077 $1.65M 0.06% +5,081 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,162 shares; 2025Q3: 12,322 shares 12,322 $1.65M 0.06% +8,160 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: 12,494 shares; 2024Q4: 36,392 shares; 2025Q1: 43,455 shares; 2025Q2: 63,626 shares; 2025Q3: 59,724 shares 59,724 $1.63M 0.06% -3,902 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,762 shares; 2024Q4: 68,582 shares; 2025Q1: 86,274 shares; 2025Q2: 91,113 shares; 2025Q3: 95,208 shares 95,208 $1.62M 0.06% +4,095 Timeline LPTH LIGHTPATH TECHNOLOGIES INC More: the full row for LIGHTPATH 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: 83,000 shares; 2025Q2: 83,000 shares; 2025Q3: 200,000 shares 200,000 $1.59M 0.06% +117,000 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,099 shares; 2024Q4: 14,186 shares; 2025Q1: 11,936 shares; 2025Q2: 10,035 shares; 2025Q3: 9,174 shares 9,174 $1.58M 0.06% -861 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: 4,446 shares; 2024Q4: 40,747 shares; 2025Q1: 46,345 shares; 2025Q2: 47,515 shares; 2025Q3: 59,356 shares 59,356 $1.56M 0.06% +11,841 Timeline BSCY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,229 shares; 2025Q2: 70,769 shares; 2025Q3: 73,824 shares 73,824 $1.55M 0.06% +3,055 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: 17,920 shares; 2024Q4: 20,435 shares; 2025Q1: 17,450 shares; 2025Q2: 22,677 shares; 2025Q3: 24,204 shares 24,204 $1.51M 0.06% +1,527 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,105 shares; 2024Q4: 3,905 shares; 2025Q1: 4,024 shares; 2025Q2: 4,099 shares; 2025Q3: 11,150 shares 11,150 $1.51M 0.06% +7,051 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: 1,823 shares; 2024Q4: 1,993 shares; 2025Q1: 2,734 shares; 2025Q2: 2,219 shares; 2025Q3: 3,116 shares 3,116 $1.49M 0.05% +897 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: not reported; 2024Q4: 4,260 shares; 2025Q1: 16,586 shares; 2025Q2: 16,186 shares; 2025Q3: 16,186 shares 16,186 $1.45M 0.05% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,320 shares; 2024Q4: 6,464 shares; 2025Q1: 5,537 shares; 2025Q2: 6,091 shares; 2025Q3: 6,131 shares 6,131 $1.45M 0.05% +40 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: 10,278 shares; 2024Q4: 9,501 shares; 2025Q1: 10,645 shares; 2025Q2: 11,679 shares; 2025Q3: 16,219 shares 16,219 $1.42M 0.05% +4,540 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,972 shares; 2024Q4: 8,616 shares; 2025Q1: 14,023 shares; 2025Q2: 11,388 shares; 2025Q3: 13,356 shares 13,356 $1.4M 0.05% +1,968 Timeline ORCX TIDAL TR II DEFIANCE DAILY TAR More: the full row for TIDAL TR II DEFIANCE DAILY TAR 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: 35,000 shares 35,000 $1.39M 0.05% new Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,959 shares; 2024Q4: 3,120 shares; 2025Q1: 3,649 shares; 2025Q2: 6,438 shares; 2025Q3: 9,826 shares 9,826 $1.39M 0.05% +3,388 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: 38,565 shares; 2024Q4: 39,233 shares; 2025Q1: 32,624 shares; 2025Q2: 32,004 shares; 2025Q3: 25,238 shares 25,238 $1.37M 0.05% -6,766 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,200 shares; 2025Q1: not reported; 2025Q2: 23,237 shares; 2025Q3: 90,259 shares 90,259 $1.35M 0.05% +67,022 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,382 shares; 2024Q4: 7,657 shares; 2025Q1: 8,884 shares; 2025Q2: 14,026 shares; 2025Q3: 20,083 shares 20,083 $1.35M 0.05% +6,057 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,743 shares; 2024Q4: 50,549 shares; 2025Q1: 42,344 shares; 2025Q2: 36,452 shares; 2025Q3: 28,085 shares 28,085 $1.33M 0.05% -8,367 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49,838 shares; 2025Q2: 49,838 shares; 2025Q3: 48,808 shares 48,808 $1.32M 0.05% -1,030 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: 11,861 shares; 2024Q4: 11,967 shares; 2025Q1: 12,440 shares; 2025Q2: 14,107 shares; 2025Q3: 17,676 shares 17,676 $1.31M 0.05% +3,569 Timeline VONV 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: 14,703 shares; 2024Q4: 14,703 shares; 2025Q1: 14,703 shares; 2025Q2: 14,703 shares; 2025Q3: 14,703 shares 14,703 $1.31M 0.05% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER 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: 30,711 shares 30,711 $1.3M 0.05% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,348 shares; 2024Q4: 18,027 shares; 2025Q1: 19,767 shares; 2025Q2: 20,119 shares; 2025Q3: 21,195 shares 21,195 $1.3M 0.05% +1,076 Timeline TQQQ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,538 shares; 2025Q3: 12,522 shares 12,522 $1.29M 0.05% -16 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,119 shares; 2024Q4: 8,112 shares; 2025Q1: 8,828 shares; 2025Q2: 10,639 shares; 2025Q3: 10,411 shares 10,411 $1.29M 0.05% -228 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,969 shares; 2024Q4: 16,796 shares; 2025Q1: 23,142 shares; 2025Q2: 20,962 shares; 2025Q3: 20,213 shares 20,213 $1.29M 0.05% -749 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS 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: 5,941 shares; 2025Q3: 8,962 shares 8,962 $1.28M 0.05% +3,021 Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC 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: 146,016 shares 146,016 $1.28M 0.05% new Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,075 shares; 2024Q4: 7,075 shares; 2025Q1: 7,075 shares; 2025Q2: 7,075 shares; 2025Q3: 14,251 shares 14,251 $1.27M 0.05% +7,176 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: 17,513 shares; 2024Q4: 16,445 shares; 2025Q1: 16,820 shares; 2025Q2: 17,061 shares; 2025Q3: 14,890 shares 14,890 $1.26M 0.05% -2,171 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,807 shares; 2025Q1: 1,831 shares; 2025Q2: 2,540 shares; 2025Q3: 2,720 shares 2,720 $1.24M 0.05% +180 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,424 shares; 2024Q4: 3,247 shares; 2025Q1: 3,628 shares; 2025Q2: 3,915 shares; 2025Q3: 5,259 shares 5,259 $1.24M 0.05% +1,344 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,608 shares; 2024Q4: 10,610 shares; 2025Q1: 10,670 shares; 2025Q2: 11,570 shares; 2025Q3: 11,765 shares 11,765 $1.2M 0.04% +195 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: 1,829 shares; 2024Q4: 1,566 shares; 2025Q1: 1,544 shares; 2025Q2: 1,680 shares; 2025Q3: 1,936 shares 1,936 $1.18M 0.04% +256 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,905 shares; 2024Q4: 3,893 shares; 2025Q1: 4,375 shares; 2025Q2: 5,057 shares; 2025Q3: 5,270 shares 5,270 $1.16M 0.04% +213 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,417 shares; 2024Q4: 41,480 shares; 2025Q1: 30,369 shares; 2025Q2: 29,395 shares; 2025Q3: 24,842 shares 24,842 $1.15M 0.04% -4,553 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: 1,087 shares; 2024Q4: 1,080 shares; 2025Q1: 1,217 shares; 2025Q2: 1,631 shares; 2025Q3: 1,526 shares 1,526 $1.14M 0.04% -105 Timeline QDTE ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,990 shares; 2024Q4: 8,463 shares; 2025Q1: 10,838 shares; 2025Q2: 9,906 shares; 2025Q3: 31,941 shares 31,941 $1.14M 0.04% +22,035 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: 4,889 shares; 2024Q4: 5,054 shares; 2025Q1: 5,854 shares; 2025Q2: 6,450 shares; 2025Q3: 7,007 shares 7,007 $1.14M 0.04% +557 Timeline TSLL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: not reported; 2025Q1: 105,075 shares; 2025Q2: 101,055 shares; 2025Q3: 53,308 shares 53,308 $1.13M 0.04% -47,747 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,070 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,993 shares 5,993 $1.12M 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: 5,974 shares; 2025Q2: 10,968 shares; 2025Q3: 10,968 shares 10,968 $1.1M 0.04% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,938 shares; 2024Q4: 2,698 shares; 2025Q1: 3,413 shares; 2025Q2: 3,496 shares; 2025Q3: 4,329 shares 4,329 $1.09M 0.04% +833 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: 1,202 shares; 2024Q4: 3,457 shares; 2025Q1: 3,308 shares; 2025Q2: 5,830 shares; 2025Q3: 5,684 shares 5,684 $1.08M 0.04% -146 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: 14,083 shares; 2024Q4: 15,108 shares; 2025Q1: 15,863 shares; 2025Q2: 15,470 shares; 2025Q3: 16,586 shares 16,586 $1.08M 0.04% +1,116 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: 522 shares; 2024Q4: 424 shares; 2025Q1: 611 shares; 2025Q2: 1,027 shares; 2025Q3: 1,111 shares 1,111 $1.08M 0.04% +84 Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,976 shares; 2024Q4: 56,693 shares; 2025Q1: 32,076 shares; 2025Q2: 23,278 shares; 2025Q3: 22,245 shares 22,245 $1.06M 0.04% -1,033 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,007 shares; 2024Q4: 55,255 shares; 2025Q1: 53,430 shares; 2025Q2: 47,047 shares; 2025Q3: 30,134 shares 30,134 $1.06M 0.04% -16,913 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,861 shares; 2024Q4: 2,007 shares; 2025Q1: 1,796 shares; 2025Q2: 2,600 shares; 2025Q3: 3,098 shares 3,098 $1.06M 0.04% +498 Timeline IWD 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: 5,801 shares; 2024Q4: 5,612 shares; 2025Q1: 5,612 shares; 2025Q2: 5,160 shares; 2025Q3: 5,179 shares 5,179 $1.05M 0.04% +19 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: 2,753 shares; 2024Q4: 3,483 shares; 2025Q1: 3,460 shares; 2025Q2: 4,130 shares; 2025Q3: 4,067 shares 4,067 $1.03M 0.04% -63 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: 11,521 shares; 2024Q4: 12,326 shares; 2025Q1: 11,860 shares; 2025Q2: 13,126 shares; 2025Q3: 14,137 shares 14,137 $1.01M 0.04% +1,011 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,163 shares; 2024Q4: 48,782 shares; 2025Q1: 43,585 shares; 2025Q2: 45,882 shares; 2025Q3: 50,907 shares 50,907 $1.01M 0.04% +5,025 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: 3,777 shares; 2024Q4: 11,380 shares; 2025Q1: 11,251 shares; 2025Q2: 11,240 shares; 2025Q3: 13,928 shares 13,928 $994K 0.04% +2,688 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: 21,570 shares; 2024Q4: 19,368 shares; 2025Q1: 19,213 shares; 2025Q2: 18,492 shares; 2025Q3: 18,492 shares 18,492 $987K 0.04% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,664 shares; 2024Q4: not reported; 2025Q1: 2,078 shares; 2025Q2: 3,992 shares; 2025Q3: 6,308 shares 6,308 $979K 0.04% +2,316 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,781 shares; 2024Q4: 10,973 shares; 2025Q1: 9,930 shares; 2025Q2: 11,518 shares; 2025Q3: 10,196 shares 10,196 $966K 0.04% -1,322 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: 5,372 shares; 2024Q4: 4,298 shares; 2025Q1: 4,304 shares; 2025Q2: 5,018 shares; 2025Q3: 10,298 shares 10,298 $962K 0.04% +5,280 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: 6,367 shares; 2024Q4: 2,573 shares; 2025Q1: 2,782 shares; 2025Q2: 2,583 shares; 2025Q3: 3,376 shares 3,376 $951K 0.03% +793 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: 3,375 shares; 2024Q4: 3,721 shares; 2025Q1: 3,759 shares; 2025Q2: 3,853 shares; 2025Q3: 4,560 shares 4,560 $942K 0.03% +707 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,026 shares; 2025Q3: 11,029 shares 11,029 $930K 0.03% +2,003 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,024 shares; 2024Q4: 362 shares; 2025Q1: 871 shares; 2025Q2: 3,345 shares; 2025Q3: 2,861 shares 2,861 $922K 0.03% -484 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,651 shares; 2024Q4: 5,764 shares; 2025Q1: 6,300 shares; 2025Q2: 6,919 shares; 2025Q3: 6,899 shares 6,899 $920K 0.03% -20 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: not reported; 2024Q4: 10,396 shares; 2025Q1: 10,008 shares; 2025Q2: 9,344 shares; 2025Q3: 9,448 shares 9,448 $911K 0.03% +104 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,097 shares; 2024Q4: 8,144 shares; 2025Q1: 8,248 shares; 2025Q2: 10,597 shares; 2025Q3: 11,597 shares 11,597 $903K 0.03% +1,000 Timeline SKYT SKYWATER TECHNOLOGY INC More: the full row for SKYWATER TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,500 shares; 2024Q4: 46,000 shares; 2025Q1: 147,600 shares; 2025Q2: 145,652 shares; 2025Q3: 48,397 shares 48,397 $903K 0.03% -97,255 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,881 shares; 2025Q3: 13,083 shares 13,083 $902K 0.03% +5,202 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE 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: 3,066 shares; 2025Q3: 4,595 shares 4,595 $902K 0.03% +1,529 Timeline GCOW 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,419 shares 22,419 $888K 0.03% new 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: 2,247 shares; 2024Q4: 2,292 shares; 2025Q1: 2,123 shares; 2025Q2: 3,705 shares; 2025Q3: 4,135 shares 4,135 $879K 0.03% +430 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,057 shares; 2024Q4: 6,272 shares; 2025Q1: 5,935 shares; 2025Q2: 4,294 shares; 2025Q3: 8,716 shares 8,716 $874K 0.03% +4,422 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: 5,465 shares; 2024Q4: 7,384 shares; 2025Q1: 8,231 shares; 2025Q2: 7,624 shares; 2025Q3: 7,189 shares 7,189 $868K 0.03% -435 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,660 shares; 2024Q4: 4,177 shares; 2025Q1: 4,200 shares; 2025Q2: 4,145 shares; 2025Q3: 4,145 shares 4,145 $868K 0.03% 0 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,139 shares; 2024Q4: 45,342 shares; 2025Q1: 42,557 shares; 2025Q2: 33,064 shares; 2025Q3: 24,678 shares 24,678 $863K 0.03% -8,386 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: 3,144 shares; 2024Q4: 2,824 shares; 2025Q1: 4,142 shares; 2025Q2: 3,978 shares; 2025Q3: 4,040 shares 4,040 $843K 0.03% +62 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,295 shares; 2024Q4: 9,316 shares; 2025Q1: 9,284 shares; 2025Q2: 9,620 shares; 2025Q3: 10,228 shares 10,228 $842K 0.03% +608 Timeline SBET SHARPLINK INC More: the full row for SHARPLINK 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: 30,000 shares; 2025Q3: 49,025 shares 49,025 $834K 0.03% +19,025 Timeline VCRM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,779 shares; 2025Q2: 10,334 shares; 2025Q3: 11,053 shares 11,053 $832K 0.03% +719 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: 13,075 shares; 2025Q2: 14,686 shares; 2025Q3: 15,757 shares 15,757 $825K 0.03% +1,071 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: 4,095 shares; 2024Q4: 16,936 shares; 2025Q1: 23,982 shares; 2025Q2: 16,705 shares; 2025Q3: 25,836 shares 25,836 $824K 0.03% +9,131 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: 24,901 shares; 2024Q4: 27,905 shares; 2025Q1: 28,691 shares; 2025Q2: 66,624 shares; 2025Q3: 68,911 shares 68,911 $824K 0.03% +2,287 Timeline BSJT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,615 shares; 2024Q4: 31,927 shares; 2025Q1: 37,043 shares; 2025Q2: 37,963 shares; 2025Q3: 37,443 shares 37,443 $808K 0.03% -520 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,096 shares; 2024Q4: 19,495 shares; 2025Q1: 20,593 shares; 2025Q2: 18,371 shares; 2025Q3: 17,266 shares 17,266 $807K 0.03% -1,105 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,792 shares; 2024Q4: 25,601 shares; 2025Q1: 23,931 shares; 2025Q2: 20,270 shares; 2025Q3: 15,712 shares 15,712 $785K 0.03% -4,558 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 62 shares; 2025Q1: 77 shares; 2025Q2: 103 shares; 2025Q3: 144 shares 144 $779K 0.03% +41 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,475 shares; 2024Q4: 7,727 shares; 2025Q1: 7,708 shares; 2025Q2: 7,290 shares; 2025Q3: 12,740 shares 12,740 $774K 0.03% +5,450 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: 4,475 shares; 2024Q4: 5,740 shares; 2025Q1: 6,158 shares; 2025Q2: 6,621 shares; 2025Q3: 10,471 shares 10,471 $762K 0.03% +3,850 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA 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: 33,855 shares; 2025Q3: 39,512 shares 39,512 $761K 0.03% +5,657 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: 2,060 shares; 2024Q4: 1,875 shares; 2025Q1: 2,508 shares; 2025Q2: 2,721 shares; 2025Q3: 2,688 shares 2,688 $750K 0.03% -33 Timeline FNDX 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: 6,233 shares; 2024Q4: 25,674 shares; 2025Q1: 28,900 shares; 2025Q2: 29,833 shares; 2025Q3: 28,236 shares 28,236 $743K 0.03% -1,597 Timeline INVESCO EXCH TRD SLF IDX FD INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,361 shares; 2024Q4: 55,286 shares; 2025Q1: 35,480 shares; 2025Q2: 34,789 shares; 2025Q3: 31,945 shares 31,945 $737K 0.03% -2,844 CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,505 shares; 2024Q4: 3,582 shares; 2025Q1: 3,505 shares; 2025Q2: 3,505 shares; 2025Q3: 3,558 shares 3,558 $736K 0.03% +53 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,370 shares; 2024Q4: 60,465 shares; 2025Q1: 53,889 shares; 2025Q2: 32,538 shares; 2025Q3: 37,612 shares 37,612 $731K 0.03% +5,074 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: 61,821 shares; 2024Q4: 63,668 shares; 2025Q1: 80,448 shares; 2025Q2: 18,572 shares; 2025Q3: 13,074 shares 13,074 $725K 0.03% -5,498 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,300 shares; 2025Q1: 21,766 shares; 2025Q2: 27,066 shares; 2025Q3: 24,340 shares 24,340 $725K 0.03% -2,726 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE 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: 695 shares; 2025Q2: 1,186 shares; 2025Q3: 1,685 shares 1,685 $718K 0.03% +499 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,802 shares; 2024Q4: 2,036 shares; 2025Q1: 2,713 shares; 2025Q2: 5,585 shares; 2025Q3: 7,035 shares 7,035 $713K 0.03% +1,450 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,937 shares; 2025Q3: 3,758 shares 3,758 $710K 0.03% +821 Timeline IWS 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: 110,605 shares; 2024Q4: 104,548 shares; 2025Q1: 5,823 shares; 2025Q2: 5,367 shares; 2025Q3: 5,073 shares 5,073 $709K 0.03% -294 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,686 shares; 2024Q4: 60,449 shares; 2025Q1: 73,528 shares; 2025Q2: 35,093 shares; 2025Q3: 20,238 shares 20,238 $703K 0.03% -14,855 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,155 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,581 shares; 2025Q3: 16,439 shares 16,439 $694K 0.03% +7,858 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES 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: 23,709 shares; 2025Q2: 12,509 shares; 2025Q3: 12,624 shares 12,624 $691K 0.03% +115 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,577 shares; 2024Q4: 1,582 shares; 2025Q1: 1,582 shares; 2025Q2: 2,567 shares; 2025Q3: 4,122 shares 4,122 $691K 0.03% +1,555 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,437 shares; 2024Q4: 2,307 shares; 2025Q1: not reported; 2025Q2: 4,028 shares; 2025Q3: 5,132 shares 5,132 $678K 0.02% +1,104 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,106 shares; 2025Q2: 5,299 shares; 2025Q3: 8,051 shares 8,051 $677K 0.02% +2,752 Timeline VMO INVESCO MUN OPPORTUNIT TR More: the full row for INVESCO MUN OPPORTUNIT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,231 shares; 2024Q4: 90,170 shares; 2025Q1: 88,367 shares; 2025Q2: 76,186 shares; 2025Q3: 69,948 shares 69,948 $676K 0.02% -6,238 Timeline BHK BLACKROCK CORE BD TR More: the full row for BLACKROCK CORE BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,419 shares; 2024Q4: 22,815 shares; 2025Q1: 22,815 shares; 2025Q2: 37,215 shares; 2025Q3: 67,775 shares 67,775 $674K 0.02% +30,560 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 850 shares; 2025Q3: 4,919 shares 4,919 $673K 0.02% +4,069 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,322 shares; 2025Q1: 2,866 shares; 2025Q2: 3,181 shares; 2025Q3: 2,706 shares 2,706 $667K 0.02% -475 Timeline VIGI 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: 6,657 shares; 2024Q4: 7,586 shares; 2025Q1: 7,695 shares; 2025Q2: 8,942 shares; 2025Q3: 7,435 shares 7,435 $666K 0.02% -1,507 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,708 shares; 2024Q4: 4,136 shares; 2025Q1: 5,135 shares; 2025Q2: 5,135 shares; 2025Q3: 5,076 shares 5,076 $661K 0.02% -59 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,243 shares; 2024Q4: 2,414 shares; 2025Q1: 2,840 shares; 2025Q2: 2,322 shares; 2025Q3: 2,532 shares 2,532 $660K 0.02% +210 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,062 shares; 2025Q1: 1,060 shares; 2025Q2: 1,373 shares; 2025Q3: 2,196 shares 2,196 $660K 0.02% +823 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,300 shares; 2025Q3: 6,281 shares 6,281 $654K 0.02% -19 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,500 shares; 2025Q1: 13,184 shares; 2025Q2: 13,190 shares; 2025Q3: 26,411 shares 26,411 $653K 0.02% +13,221 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: 359 shares; 2024Q4: 345 shares; 2025Q1: 1,074 shares; 2025Q2: 784 shares; 2025Q3: 953 shares 953 $651K 0.02% +169 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA 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: not reported; 2025Q1: not reported; 2025Q2: 1,841 shares; 2025Q3: 3,018 shares 3,018 $645K 0.02% +1,177 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,117 shares; 2024Q4: 2,861 shares; 2025Q1: 2,641 shares; 2025Q2: 3,304 shares; 2025Q3: 3,781 shares 3,781 $644K 0.02% +477 Timeline EQWL 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: 4,461 shares; 2025Q2: 5,602 shares; 2025Q3: 5,588 shares 5,588 $641K 0.02% -14 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,262 shares 3,262 $639K 0.02% new Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,260 shares; 2024Q4: 10,009 shares; 2025Q1: 9,382 shares; 2025Q2: 9,169 shares; 2025Q3: 9,376 shares 9,376 $638K 0.02% +207 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: 4,748 shares; 2024Q4: 5,083 shares; 2025Q1: 4,785 shares; 2025Q2: 4,446 shares; 2025Q3: 4,351 shares 4,351 $618K 0.02% -95 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: 1,428 shares; 2024Q4: 2,012 shares; 2025Q1: 2,110 shares; 2025Q2: 1,376 shares; 2025Q3: 1,642 shares 1,642 $614K 0.02% +266 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,104 shares; 2024Q4: 1,266 shares; 2025Q1: 1,015 shares; 2025Q2: 1,162 shares; 2025Q3: 1,257 shares 1,257 $612K 0.02% +95 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: 7,030 shares; 2024Q4: 7,911 shares; 2025Q1: 6,749 shares; 2025Q2: 6,595 shares; 2025Q3: 6,792 shares 6,792 $607K 0.02% +197 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,315 shares; 2024Q4: 1,365 shares; 2025Q1: 1,441 shares; 2025Q2: 1,694 shares; 2025Q3: 2,094 shares 2,094 $605K 0.02% +400 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV 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: 2,713 shares 2,713 $605K 0.02% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,798 shares; 2024Q4: 6,090 shares; 2025Q1: 6,053 shares; 2025Q2: 4,928 shares; 2025Q3: 4,767 shares 4,767 $604K 0.02% -161 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,766 shares; 2025Q3: 16,628 shares 16,628 $593K 0.02% +12,862 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,059 shares; 2025Q3: 17,881 shares 17,881 $586K 0.02% -178 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 771 shares; 2024Q4: 2,386 shares; 2025Q1: 927 shares; 2025Q2: 1,445 shares; 2025Q3: 2,367 shares 2,367 $584K 0.02% +922 Timeline FOXA FOX CORP More: the full row for FOX 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: 3,679 shares; 2025Q2: 6,198 shares; 2025Q3: 9,235 shares 9,235 $582K 0.02% +3,037 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,959 shares; 2024Q4: 5,037 shares; 2025Q1: 4,837 shares; 2025Q2: 5,405 shares; 2025Q3: 6,391 shares 6,391 $581K 0.02% +986 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,987 shares; 2025Q1: 10,502 shares; 2025Q2: 7,381 shares; 2025Q3: 10,145 shares 10,145 $581K 0.02% +2,764 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,058 shares; 2024Q4: 10,610 shares; 2025Q1: 10,810 shares; 2025Q2: 10,913 shares; 2025Q3: 10,366 shares 10,366 $574K 0.02% -547 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: not reported; 2024Q4: 1,995 shares; 2025Q1: not reported; 2025Q2: 5,263 shares; 2025Q3: 6,818 shares 6,818 $573K 0.02% +1,555 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 853 shares; 2024Q4: 867 shares; 2025Q1: 809 shares; 2025Q2: 788 shares; 2025Q3: 736 shares 736 $568K 0.02% -52 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS 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: 3,623 shares; 2025Q3: 7,374 shares 7,374 $568K 0.02% +3,751 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: 875 shares; 2024Q4: 2,245 shares; 2025Q1: 2,116 shares; 2025Q2: 2,282 shares; 2025Q3: 2,297 shares 2,297 $567K 0.02% +15 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,519 shares; 2024Q4: 6,059 shares; 2025Q1: 4,904 shares; 2025Q2: 4,315 shares; 2025Q3: 4,113 shares 4,113 $567K 0.02% -202 Timeline COWG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,587 shares 15,587 $566K 0.02% new Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL 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: 10,965 shares; 2025Q3: 19,766 shares 19,766 $561K 0.02% +8,801 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 reported; 2024Q4: 4,890 shares; 2025Q1: not reported; 2025Q2: 8,526 shares; 2025Q3: 11,609 shares 11,609 $561K 0.02% +3,083 Timeline MNKD MANNKIND CORP More: the full row for MANNKIND 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: 117,200 shares; 2025Q3: 103,972 shares 103,972 $558K 0.02% -13,228 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,108 shares; 2024Q4: 12,108 shares; 2025Q1: 12,108 shares; 2025Q2: 12,204 shares; 2025Q3: 12,413 shares 12,413 $558K 0.02% +209 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,607 shares 1,607 $556K 0.02% new Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,435 shares; 2025Q1: 4,046 shares; 2025Q2: 5,549 shares; 2025Q3: 7,813 shares 7,813 $555K 0.02% +2,264 Timeline FFIV F5 INC More: the full row for F5 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: 1,717 shares 1,717 $555K 0.02% new Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP 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: 35,200 shares 35,200 $553K 0.02% new Timeline PFN PIMCO INCOME STRATEGY FD II More: the full row for PIMCO INCOME STRATEGY FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,264 shares; 2024Q4: 90,512 shares; 2025Q1: 101,122 shares; 2025Q2: 78,155 shares; 2025Q3: 72,451 shares 72,451 $550K 0.02% -5,704 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,556 shares; 2024Q4: 1,573 shares; 2025Q1: 1,569 shares; 2025Q2: 2,002 shares; 2025Q3: 2,275 shares 2,275 $548K 0.02% +273 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,143 shares; 2024Q4: 6,884 shares; 2025Q1: 6,376 shares; 2025Q2: 6,568 shares; 2025Q3: 8,114 shares 8,114 $547K 0.02% +1,546 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,863 shares; 2024Q4: 1,914 shares; 2025Q1: 1,914 shares; 2025Q2: 1,914 shares; 2025Q3: 1,847 shares 1,847 $543K 0.02% -67 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL 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: 3,188 shares; 2025Q2: 2,405 shares; 2025Q3: 2,291 shares 2,291 $541K 0.02% -114 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 380,030 shares; 2024Q4: 318,736 shares; 2025Q1: 61,489 shares; 2025Q2: 28,524 shares; 2025Q3: 26,053 shares 26,053 $539K 0.02% -2,471 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: 37,306 shares; 2024Q4: 27,826 shares; 2025Q1: 19,429 shares; 2025Q2: 15,975 shares; 2025Q3: 6,407 shares 6,407 $539K 0.02% -9,568 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,565 shares; 2024Q4: 1,988 shares; 2025Q1: 2,343 shares; 2025Q2: 2,467 shares; 2025Q3: 5,999 shares 5,999 $538K 0.02% +3,532 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,341 shares; 2024Q4: 10,851 shares; 2025Q1: not reported; 2025Q2: 9,671 shares; 2025Q3: 13,363 shares 13,363 $535K 0.02% +3,692 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 581 shares; 2025Q3: 764 shares 764 $533K 0.02% +183 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,694 shares; 2024Q4: 5,842 shares; 2025Q1: 5,900 shares; 2025Q2: 6,448 shares; 2025Q3: 7,837 shares 7,837 $530K 0.02% +1,389 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: 1,234 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,037 shares; 2025Q3: 1,730 shares 1,730 $528K 0.02% +693 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST 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: 7,391 shares; 2025Q1: 7,478 shares; 2025Q2: 11,146 shares; 2025Q3: 11,522 shares 11,522 $527K 0.02% +376 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,350 shares; 2024Q4: 1,181 shares; 2025Q1: 1,190 shares; 2025Q2: 1,377 shares; 2025Q3: 1,749 shares 1,749 $524K 0.02% +372 Timeline DDOG DATADOG INC More: the full row for DATADOG 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: 821 shares; 2025Q2: 1,857 shares; 2025Q3: 3,618 shares 3,618 $515K 0.02% +1,761 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: 8,712 shares; 2024Q4: 24,628 shares; 2025Q1: 19,439 shares; 2025Q2: 18,148 shares; 2025Q3: 18,452 shares 18,452 $515K 0.02% +304 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,366 shares; 2024Q4: 5,111 shares; 2025Q1: 4,902 shares; 2025Q2: 4,845 shares; 2025Q3: 6,362 shares 6,362 $513K 0.02% +1,517 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 640 shares; 2025Q3: 1,386 shares 1,386 $513K 0.02% +746 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 181 shares; 2025Q1: 229 shares; 2025Q2: 563 shares; 2025Q3: 937 shares 937 $512K 0.02% +374 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: not reported; 2024Q4: 536 shares; 2025Q1: 533 shares; 2025Q2: 837 shares; 2025Q3: 1,060 shares 1,060 $504K 0.02% +223 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,267 shares; 2025Q1: 16,364 shares; 2025Q2: 44,894 shares; 2025Q3: 46,590 shares 46,590 $488K 0.02% +1,696 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS 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: 1,941 shares 1,941 $488K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,629 shares; 2025Q3: 8,986 shares 8,986 $484K 0.02% +357 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED 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: 10,300 shares 10,300 $483K 0.02% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,138 shares; 2024Q4: 3,013 shares; 2025Q1: 3,254 shares; 2025Q2: 3,455 shares; 2025Q3: 3,766 shares 3,766 $483K 0.02% +311 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER 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: 2,703 shares 2,703 $482K 0.02% new 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: 579 shares; 2024Q4: 3,079 shares; 2025Q1: 1,079 shares; 2025Q2: 1,105 shares; 2025Q3: 806 shares 806 $480K 0.02% -299 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,059 shares; 2024Q4: 8,109 shares; 2025Q1: 7,738 shares; 2025Q2: 16,974 shares; 2025Q3: 15,264 shares 15,264 $480K 0.02% -1,710 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,843 shares; 2024Q4: 5,719 shares; 2025Q1: 6,917 shares; 2025Q2: 6,157 shares; 2025Q3: 7,306 shares 7,306 $477K 0.02% +1,149 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,436 shares 2,436 $476K 0.02% new Timeline PFLD ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,868 shares; 2025Q2: 24,012 shares; 2025Q3: 24,012 shares 24,012 $473K 0.02% 0 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,686 shares; 2024Q4: 18,773 shares; 2025Q1: 20,640 shares; 2025Q2: 23,002 shares; 2025Q3: 24,491 shares 24,491 $469K 0.02% +1,489 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG 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: 10,505 shares; 2025Q2: 12,234 shares; 2025Q3: 13,244 shares 13,244 $469K 0.02% +1,010 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,673 shares; 2025Q3: 6,933 shares 6,933 $467K 0.02% +3,260 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,804 shares; 2024Q4: 5,065 shares; 2025Q1: 5,363 shares; 2025Q2: 6,309 shares; 2025Q3: 6,307 shares 6,307 $463K 0.02% -2 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS 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: 3,556 shares; 2025Q3: 4,788 shares 4,788 $462K 0.02% +1,232 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,286 shares; 2025Q3: 6,044 shares 6,044 $462K 0.02% +1,758 Timeline QUBT QUANTUM COMPUTING INC More: the full row for QUANTUM COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,300 shares; 2025Q1: 13,961 shares; 2025Q2: 13,961 shares; 2025Q3: 25,009 shares 25,009 $460K 0.02% +11,048 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: 10,540 shares; 2024Q4: 36,578 shares; 2025Q1: 19,433 shares; 2025Q2: 21,298 shares; 2025Q3: 19,736 shares 19,736 $459K 0.02% -1,562 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,589 shares 9,589 $459K 0.02% new Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,008 shares; 2024Q4: 14,398 shares; 2025Q1: 11,200 shares; 2025Q2: 11,018 shares; 2025Q3: 12,158 shares 12,158 $452K 0.02% +1,140 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,454 shares; 2024Q4: not reported; 2025Q1: 1,458 shares; 2025Q2: 2,319 shares; 2025Q3: 2,962 shares 2,962 $450K 0.02% +643 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY 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: 810 shares; 2025Q3: 1,363 shares 1,363 $449K 0.02% +553 Timeline BSJU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,615 shares; 2024Q4: 15,018 shares; 2025Q1: 17,223 shares; 2025Q2: 17,122 shares; 2025Q3: 17,132 shares 17,132 $448K 0.02% +10 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,777 shares; 2025Q1: 23,414 shares; 2025Q2: 11,728 shares; 2025Q3: 11,608 shares 11,608 $447K 0.02% -120 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,226 shares; 2024Q4: 1,140 shares; 2025Q1: 1,165 shares; 2025Q2: 2,153 shares; 2025Q3: 1,264 shares 1,264 $442K 0.02% -889 Timeline FNDF 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: 7,281 shares; 2024Q4: 8,964 shares; 2025Q1: 10,356 shares; 2025Q2: 10,893 shares; 2025Q3: 10,276 shares 10,276 $441K 0.02% -617 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: 3,332 shares; 2024Q4: 5,657 shares; 2025Q1: 1,989 shares; 2025Q2: 2,032 shares; 2025Q3: 3,042 shares 3,042 $440K 0.02% +1,010 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,259 shares; 2024Q4: 17,826 shares; 2025Q1: 17,424 shares; 2025Q2: 18,946 shares; 2025Q3: 21,258 shares 21,258 $439K 0.02% +2,312 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,208 shares; 2024Q4: 3,116 shares; 2025Q1: 3,131 shares; 2025Q2: 3,131 shares; 2025Q3: 3,123 shares 3,123 $437K 0.02% -8 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,922 shares; 2025Q1: 2,131 shares; 2025Q2: 2,253 shares; 2025Q3: 3,312 shares 3,312 $435K 0.02% +1,059 Timeline JBL JABIL INC More: the full row for JABIL 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: 1,280 shares; 2025Q3: 1,997 shares 1,997 $434K 0.02% +717 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,209 shares 3,209 $432K 0.02% new Timeline EWS 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares 15,000 $425K 0.02% 0 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,012 shares; 2024Q4: 12,015 shares; 2025Q1: 12,204 shares; 2025Q2: 12,359 shares; 2025Q3: 12,355 shares 12,355 $422K 0.02% -4 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,797 shares; 2024Q4: 5,857 shares; 2025Q1: 5,817 shares; 2025Q2: 5,597 shares; 2025Q3: 7,112 shares 7,112 $422K 0.02% +1,515 NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,482 shares; 2024Q4: 1,444 shares; 2025Q1: 1,444 shares; 2025Q2: 1,657 shares; 2025Q3: 1,854 shares 1,854 $421K 0.02% +197 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: 5,650 shares; 2024Q4: 5,115 shares; 2025Q1: 4,420 shares; 2025Q2: 3,893 shares; 2025Q3: 2,886 shares 2,886 $420K 0.02% -1,007 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,238 shares; 2024Q4: 5,131 shares; 2025Q1: 4,907 shares; 2025Q2: 5,343 shares; 2025Q3: 5,177 shares 5,177 $418K 0.02% -166 Timeline ETSY ETSY INC More: the full row for ETSY 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: 6,241 shares 6,241 $414K 0.02% new Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE 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: 13,560 shares; 2025Q2: 11,576 shares; 2025Q3: 13,257 shares 13,257 $413K 0.02% +1,681 Timeline VCSH 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: 9,022 shares; 2024Q4: 7,657 shares; 2025Q1: 5,975 shares; 2025Q2: 5,963 shares; 2025Q3: 5,121 shares 5,121 $409K 0.02% -842 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,045 shares 1,045 $409K 0.02% new 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: 1,311 shares; 2024Q4: 1,373 shares; 2025Q1: 1,362 shares; 2025Q2: 2,241 shares; 2025Q3: 2,786 shares 2,786 $408K 0.01% +545 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,982 shares; 2024Q4: 15,273 shares; 2025Q1: 15,420 shares; 2025Q2: 16,971 shares; 2025Q3: 8,617 shares 8,617 $407K 0.01% -8,354 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: 694 shares; 2024Q4: 926 shares; 2025Q1: 846 shares; 2025Q2: 856 shares; 2025Q3: 837 shares 837 $406K 0.01% -19 Timeline GDXJ 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: not reported; 2024Q4: not reported; 2025Q1: 3,838 shares; 2025Q2: 5,456 shares; 2025Q3: 4,093 shares 4,093 $405K 0.01% -1,363 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 589 shares; 2025Q1: 1,127 shares; 2025Q2: 1,322 shares; 2025Q3: 922 shares 922 $398K 0.01% -400 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH 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: 1,971 shares; 2025Q3: 3,118 shares 3,118 $396K 0.01% +1,147 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,078 shares; 2024Q4: 15,594 shares; 2025Q1: 8,454 shares; 2025Q2: 7,341 shares; 2025Q3: 6,365 shares 6,365 $393K 0.01% -976 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,592 shares; 2025Q1: 2,667 shares; 2025Q2: 4,522 shares; 2025Q3: 4,736 shares 4,736 $390K 0.01% +214 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: 5,395 shares; 2024Q4: 5,160 shares; 2025Q1: 5,100 shares; 2025Q2: 6,122 shares; 2025Q3: 6,518 shares 6,518 $389K 0.01% +396 Timeline KRC KILROY REALTY CORP More: the full row for KILROY REALTY 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: 9,178 shares 9,178 $388K 0.01% new Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,257 shares; 2024Q4: 4,289 shares; 2025Q1: 4,289 shares; 2025Q2: 4,313 shares; 2025Q3: 4,335 shares 4,335 $384K 0.01% +22 Timeline USAC USA COMPRESSION PARTNERS LP More: the full row for USA COMPRESSION PARTNERS LP 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: 16,000 shares 16,000 $384K 0.01% new Timeline EFG 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: 2,218 shares; 2024Q4: 3,743 shares; 2025Q1: 3,911 shares; 2025Q2: 3,338 shares; 2025Q3: 3,358 shares 3,358 $382K 0.01% +20 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL 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: 6,963 shares; 2025Q3: 8,934 shares 8,934 $379K 0.01% +1,971 Timeline GTLS CHART INDS INC More: the full row for CHART INDS 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: 1,895 shares 1,895 $379K 0.01% new Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF 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: 11,159 shares 11,159 $379K 0.01% new Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,036 shares; 2024Q4: 30,026 shares; 2025Q1: 34,044 shares; 2025Q2: 25,469 shares; 2025Q3: 4,480 shares 4,480 $379K 0.01% -20,989 Timeline PALC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,265 shares 7,265 $376K 0.01% new Timeline VSGX 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: not reported; 2024Q4: not reported; 2025Q1: 5,662 shares; 2025Q2: 4,589 shares; 2025Q3: 5,399 shares 5,399 $375K 0.01% +810 Timeline MAS MASCO CORP More: the full row for MASCO 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: 3,308 shares; 2025Q3: 5,313 shares 5,313 $374K 0.01% +2,005 Timeline XYL XYLEM INC More: the full row for XYLEM 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: 2,007 shares; 2025Q3: 2,508 shares 2,508 $370K 0.01% +501 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA 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: 2,261 shares; 2025Q3: 1,885 shares 1,885 $369K 0.01% -376 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS 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: 951 shares 951 $369K 0.01% new Timeline MGV 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: 2,704 shares; 2024Q4: 2,704 shares; 2025Q1: 2,692 shares; 2025Q2: 2,906 shares; 2025Q3: 2,676 shares 2,676 $369K 0.01% -230 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES 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: 2,950 shares; 2025Q3: 4,711 shares 4,711 $366K 0.01% +1,761 Timeline IONQ IONQ INC More: the full row for IONQ 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: 4,657 shares; 2025Q3: 5,919 shares 5,919 $364K 0.01% +1,262 Timeline VLUE 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: 4,162 shares; 2024Q4: 3,081 shares; 2025Q1: 2,748 shares; 2025Q2: 2,752 shares; 2025Q3: 2,872 shares 2,872 $359K 0.01% +120 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT 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: 3,893 shares 3,893 $359K 0.01% new Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN 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: 1,138 shares 1,138 $357K 0.01% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL 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: 2,968 shares 2,968 $356K 0.01% new Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE 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: 1,856 shares 1,856 $355K 0.01% new Timeline FNDE 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: 11,761 shares; 2024Q4: 9,856 shares; 2025Q1: 9,696 shares; 2025Q2: 10,824 shares; 2025Q3: 9,811 shares 9,811 $355K 0.01% -1,013 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW 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: 2,289 shares 2,289 $354K 0.01% new Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD 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: 1,436 shares 1,436 $354K 0.01% new Timeline DLN 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,047 shares 4,047 $352K 0.01% new Timeline OKTA OKTA INC More: the full row for OKTA 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: 27 shares; 2025Q2: not reported; 2025Q3: 3,834 shares 3,834 $352K 0.01% new Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,813 shares; 2024Q4: 12,613 shares; 2025Q1: 12,613 shares; 2025Q2: 15,533 shares; 2025Q3: 28,383 shares 28,383 $350K 0.01% +12,850 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS 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: 3,114 shares 3,114 $348K 0.01% new Timeline VONG 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: 2,853 shares; 2024Q4: 2,853 shares; 2025Q1: 2,853 shares; 2025Q2: 2,853 shares; 2025Q3: 2,853 shares 2,853 $344K 0.01% 0 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,671 shares; 2025Q1: not reported; 2025Q2: 9,420 shares; 2025Q3: 11,882 shares 11,882 $342K 0.01% +2,462 Timeline HROW HARROW INC More: the full row for HARROW 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: 7,100 shares 7,100 $342K 0.01% new Timeline ECL ECOLAB INC More: the full row for ECOLAB 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: 1,247 shares 1,247 $341K 0.01% new Timeline TTC TORO CO More: the full row for TORO 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: 4,476 shares 4,476 $341K 0.01% new Timeline NNN NNN REIT INC More: the full row for NNN REIT 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: 4,938 shares; 2025Q3: 7,991 shares 7,991 $340K 0.01% +3,053 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 517 shares; 2024Q4: 521 shares; 2025Q1: 534 shares; 2025Q2: 575 shares; 2025Q3: 646 shares 646 $338K 0.01% +71 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI 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: 199 shares; 2025Q2: 228 shares; 2025Q3: 362 shares 362 $338K 0.01% +134 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: not reported; 2024Q4: 3,649 shares; 2025Q1: 3,559 shares; 2025Q2: 3,560 shares; 2025Q3: 3,832 shares 3,832 $334K 0.01% +272 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY 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: not reported; 2025Q3: 1,503 shares 1,503 $330K 0.01% new Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,961 shares; 2025Q3: 9,841 shares 9,841 $328K 0.01% +3,880 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: 5,300 shares; 2024Q4: 5,329 shares; 2025Q1: 5,504 shares; 2025Q2: 5,803 shares; 2025Q3: 3,932 shares 3,932 $328K 0.01% -1,871 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS 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: 2,439 shares 2,439 $327K 0.01% new Timeline MLPX 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 reported; 2024Q4: not reported; 2025Q1: 6,055 shares; 2025Q2: 6,475 shares; 2025Q3: 5,215 shares 5,215 $327K 0.01% -1,260 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN 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: 1,361 shares 1,361 $324K 0.01% new Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 995 shares 995 $321K 0.01% new Timeline HUM HUMANA INC More: the full row for HUMANA 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: 868 shares; 2025Q3: 1,234 shares 1,234 $321K 0.01% +366 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 911 shares; 2024Q4: 753 shares; 2025Q1: 972 shares; 2025Q2: 1,200 shares; 2025Q3: 1,137 shares 1,137 $321K 0.01% -63 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC 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: 1,054 shares; 2025Q3: 1,358 shares 1,358 $320K 0.01% +304 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,453 shares 1,453 $318K 0.01% new Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART 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: not reported; 2025Q3: 6,252 shares 6,252 $318K 0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,266 shares 9,266 $318K 0.01% new Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,000 shares; 2024Q4: 9,000 shares; 2025Q1: 9,000 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares 9,000 $317K 0.01% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,909 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,339 shares; 2025Q3: 12,902 shares 12,902 $317K 0.01% +2,563 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS 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: 1,536 shares 1,536 $314K 0.01% new Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,745 shares; 2024Q4: 11,175 shares; 2025Q1: 9,647 shares; 2025Q2: 10,061 shares; 2025Q3: 8,900 shares 8,900 $314K 0.01% -1,161 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,572 shares; 2025Q1: 5,561 shares; 2025Q2: 4,493 shares; 2025Q3: 4,622 shares 4,622 $314K 0.01% +129 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,841 shares; 2024Q4: 9,882 shares; 2025Q1: 12,002 shares; 2025Q2: 12,002 shares; 2025Q3: 9,988 shares 9,988 $313K 0.01% -2,014 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY 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: not reported; 2025Q1: 165 shares; 2025Q2: 2,710 shares; 2025Q3: 2,904 shares 2,904 $313K 0.01% +194 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,262 shares 1,262 $312K 0.01% new Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,338 shares 5,338 $309K 0.01% new Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE 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: 5,189 shares 5,189 $309K 0.01% new Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,850 shares; 2024Q4: 19,657 shares; 2025Q1: 18,691 shares; 2025Q2: 20,226 shares; 2025Q3: 21,788 shares 21,788 $308K 0.01% +1,562 Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL 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: 10,051 shares 10,051 $307K 0.01% new Timeline SBR SABINE RTY TR More: the full row for SABINE RTY 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: 3,853 shares 3,853 $306K 0.01% new Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L 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: 12,595 shares; 2025Q2: 13,094 shares; 2025Q3: 12,049 shares 12,049 $305K 0.01% -1,045 Timeline AOR 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: 6,383 shares; 2025Q1: 6,714 shares; 2025Q2: 6,885 shares; 2025Q3: 4,725 shares 4,725 $304K 0.01% -2,160 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,652 shares; 2025Q2: 2,640 shares; 2025Q3: 2,640 shares 2,640 $304K 0.01% 0 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,550 shares; 2024Q4: 5,482 shares; 2025Q1: 6,651 shares; 2025Q2: 6,986 shares; 2025Q3: 6,460 shares 6,460 $303K 0.01% -526 Timeline IWN 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: 1,517 shares; 2024Q4: 2,111 shares; 2025Q1: 2,106 shares; 2025Q2: 1,850 shares; 2025Q3: 1,700 shares 1,700 $300K 0.01% -150 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP 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: 3,348 shares 3,348 $300K 0.01% new Timeline NGL NGL ENERGY PARTNERS LP More: the full row for NGL ENERGY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 50,000 shares; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares 50,000 $300K 0.01% 0 Timeline PXH 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: 9,583 shares; 2024Q4: not reported; 2025Q1: 9,584 shares; 2025Q2: 9,586 shares; 2025Q3: 11,720 shares 11,720 $298K 0.01% +2,134 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,014 shares; 2024Q4: 8,661 shares; 2025Q1: 7,536 shares; 2025Q2: 11,013 shares; 2025Q3: 8,210 shares 8,210 $297K 0.01% -2,803 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR 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: 1,012 shares; 2025Q3: 1,107 shares 1,107 $296K 0.01% +95 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA 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: 3,112 shares 3,112 $296K 0.01% new Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE 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: 5,293 shares 5,293 $294K 0.01% new Timeline