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: 67,414 shares; 2024Q4: 71,333 shares; 2025Q1: 72,988 shares; 2025Q2: 69,261 shares; 2025Q3: 68,756 shares 68,756 $30.6M 5.92% -505 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,173 shares; 2024Q4: 101,905 shares; 2025Q1: 103,450 shares; 2025Q2: 102,220 shares; 2025Q3: 99,053 shares 99,053 $21.7M 4.21% -3,167 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: 70,812 shares; 2024Q4: 75,741 shares; 2025Q1: 72,336 shares; 2025Q2: 73,777 shares; 2025Q3: 72,623 shares 72,623 $17.7M 3.43% -1,154 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: 18,088 shares; 2024Q4: 44,127 shares; 2025Q1: 18,158 shares; 2025Q2: 18,169 shares; 2025Q3: 19,129 shares 19,129 $14M 2.72% +960 Timeline KAT ADVISORS SER TR More: the full row for ADVISORS SER 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: 241,255 shares 241,255 $13.6M 2.63% new Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,699 shares; 2024Q4: 65,449 shares; 2025Q1: 66,995 shares; 2025Q2: 68,745 shares; 2025Q3: 70,011 shares 70,011 $13.1M 2.53% +1,266 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: 58,854 shares; 2024Q4: 62,833 shares; 2025Q1: 70,071 shares; 2025Q2: 70,584 shares; 2025Q3: 64,431 shares 64,431 $10.8M 2.09% -6,153 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: 80,894 shares; 2024Q4: 74,644 shares; 2025Q1: 67,899 shares; 2025Q2: 62,406 shares; 2025Q3: 57,981 shares 57,981 $10.6M 2.05% -4,425 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: 17,991 shares; 2024Q4: 20,117 shares; 2025Q1: 19,561 shares; 2025Q2: 19,645 shares; 2025Q3: 19,615 shares 19,615 $10.2M 1.97% -30 Timeline FDD 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: 533,283 shares; 2024Q4: 580,544 shares; 2025Q1: 615,633 shares; 2025Q2: 632,650 shares; 2025Q3: 621,691 shares 621,691 $10M 1.95% -10,959 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,960 shares; 2024Q4: 91,838 shares; 2025Q1: 96,298 shares; 2025Q2: 94,583 shares; 2025Q3: 87,073 shares 87,073 $7.3M 1.41% -7,510 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: 79,934 shares; 2024Q4: 78,684 shares; 2025Q1: 76,934 shares; 2025Q2: 76,371 shares; 2025Q3: 76,541 shares 76,541 $6.87M 1.33% +170 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: 9,231 shares; 2024Q4: 8,934 shares; 2025Q1: 8,888 shares; 2025Q2: 8,698 shares; 2025Q3: 8,517 shares 8,517 $6.78M 1.31% -181 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: 19,767 shares; 2024Q4: 19,795 shares; 2025Q1: 19,534 shares; 2025Q2: 19,563 shares; 2025Q3: 19,587 shares 19,587 $6.18M 1.2% +24 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: 23,049 shares; 2024Q4: 25,255 shares; 2025Q1: 25,691 shares; 2025Q2: 25,248 shares; 2025Q3: 25,163 shares 25,163 $6.12M 1.19% -85 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: 28,308 shares; 2024Q4: 28,512 shares; 2025Q1: 30,436 shares; 2025Q2: 30,511 shares; 2025Q3: 30,516 shares 30,516 $5.72M 1.11% +5 Timeline VRNS VARONIS SYS INC More: the full row for VARONIS SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,576 shares; 2024Q4: 106,576 shares; 2025Q1: 106,576 shares; 2025Q2: 100,576 shares; 2025Q3: 97,576 shares 97,576 $5.61M 1.09% -3,000 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 446,837 shares; 2024Q4: 459,449 shares; 2025Q1: 447,956 shares; 2025Q2: 442,278 shares; 2025Q3: 433,368 shares 433,368 $5.32M 1.03% -8,910 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 919,020 shares; 2024Q4: 726,996 shares; 2025Q1: 705,271 shares; 2025Q2: 612,072 shares; 2025Q3: 530,997 shares 530,997 $5.09M 0.99% -81,075 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: 27,704 shares; 2024Q4: 29,004 shares; 2025Q1: 29,814 shares; 2025Q2: 25,243 shares; 2025Q3: 27,028 shares 27,028 $4.83M 0.94% +1,785 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: 442 shares; 2024Q4: 4,442 shares; 2025Q1: 4,442 shares; 2025Q2: 4,442 shares; 2025Q3: 4,442 shares 4,442 $4.79M 0.93% 0 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,855 shares; 2025Q1: 15,580 shares; 2025Q2: 14,570 shares; 2025Q3: 15,165 shares 15,165 $4.78M 0.93% +595 Timeline DBL DOUBLELINE OPPORTUNISTIC CR More: the full row for DOUBLELINE OPPORTUNISTIC CR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235,971 shares; 2024Q4: 251,698 shares; 2025Q1: 256,974 shares; 2025Q2: 281,283 shares; 2025Q3: 284,605 shares 284,605 $4.43M 0.86% +3,322 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,166 shares; 2024Q4: 24,873 shares; 2025Q1: 19,797 shares; 2025Q2: 18,057 shares; 2025Q3: 17,231 shares 17,231 $4.39M 0.85% -826 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: 18,735 shares; 2024Q4: 18,310 shares; 2025Q1: 18,410 shares; 2025Q2: 18,410 shares; 2025Q3: 18,390 shares 18,390 $4.15M 0.8% -20 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 61,036 shares; 2025Q3: 68,411 shares 68,411 $3.88M 0.75% +7,375 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: 25,837 shares; 2024Q4: 25,837 shares; 2025Q1: 25,237 shares; 2025Q2: 25,482 shares; 2025Q3: 25,394 shares 25,394 $3.77M 0.73% -88 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: 10,632 shares; 2024Q4: 12,743 shares; 2025Q1: 13,621 shares; 2025Q2: 14,201 shares; 2025Q3: 13,122 shares 13,122 $3.69M 0.71% -1,079 Timeline BCX BLACKROCK RES & COMMODITIES More: the full row for BLACKROCK RES & COMMODITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,839 shares; 2024Q4: 215,989 shares; 2025Q1: 282,562 shares; 2025Q2: 348,021 shares; 2025Q3: 356,475 shares 356,475 $3.63M 0.7% +8,454 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,859 shares; 2024Q4: 49,859 shares; 2025Q1: 42,051 shares; 2025Q2: 42,251 shares; 2025Q3: 42,051 shares 42,051 $3.49M 0.68% -200 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: 9,727 shares; 2024Q4: 8,738 shares; 2025Q1: 7,613 shares; 2025Q2: 7,444 shares; 2025Q3: 6,836 shares 6,836 $3.41M 0.66% -608 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,788 shares; 2024Q4: 6,788 shares; 2025Q1: 6,724 shares; 2025Q2: 6,685 shares; 2025Q3: 6,595 shares 6,595 $3.32M 0.64% -90 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: 10,797 shares; 2024Q4: 10,798 shares; 2025Q1: 10,639 shares; 2025Q2: 10,570 shares; 2025Q3: 9,588 shares 9,588 $3.27M 0.63% -982 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: 86,125 shares; 2025Q3: 67,775 shares 67,775 $3.25M 0.63% -18,350 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: 18,470 shares; 2024Q4: 18,885 shares; 2025Q1: 19,146 shares; 2025Q2: 18,928 shares; 2025Q3: 18,795 shares 18,795 $3.13M 0.61% -133 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: 17,414 shares; 2024Q4: 18,619 shares; 2025Q1: 18,309 shares; 2025Q2: 18,315 shares; 2025Q3: 17,760 shares 17,760 $3.03M 0.59% -555 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: 21,350 shares; 2024Q4: 21,350 shares; 2025Q1: 21,350 shares; 2025Q2: 21,350 shares; 2025Q3: 21,350 shares 21,350 $3.01M 0.58% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,887 shares; 2024Q4: 56,254 shares; 2025Q1: 55,301 shares; 2025Q2: 54,059 shares; 2025Q3: 52,018 shares 52,018 $2.95M 0.57% -2,041 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: 33,927 shares; 2024Q4: 44,787 shares; 2025Q1: 43,718 shares; 2025Q2: 42,907 shares; 2025Q3: 42,837 shares 42,837 $2.93M 0.57% -70 Timeline BBN BLACKROCK TAX MUNICPAL BD TR More: the full row for BLACKROCK TAX MUNICPAL BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,919 shares; 2024Q4: 210,674 shares; 2025Q1: 199,668 shares; 2025Q2: 176,243 shares; 2025Q3: 174,277 shares 174,277 $2.89M 0.56% -1,966 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: 11,545 shares; 2024Q4: 12,127 shares; 2025Q1: 13,586 shares; 2025Q2: 14,955 shares; 2025Q3: 15,207 shares 15,207 $2.88M 0.56% +252 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: 45,840 shares; 2024Q4: 45,840 shares; 2025Q1: 45,565 shares; 2025Q2: 81,792 shares; 2025Q3: 81,432 shares 81,432 $2.88M 0.56% -360 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: 71,758 shares; 2024Q4: 71,264 shares; 2025Q1: 72,352 shares; 2025Q2: 74,511 shares; 2025Q3: 72,618 shares 72,618 $2.85M 0.55% -1,893 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: 3,215 shares; 2024Q4: 3,195 shares; 2025Q1: 2,656 shares; 2025Q2: 2,696 shares; 2025Q3: 2,374 shares 2,374 $2.85M 0.55% -322 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: 19,060 shares; 2024Q4: 17,280 shares; 2025Q1: 9,425 shares; 2025Q2: 8,908 shares; 2025Q3: 7,978 shares 7,978 $2.84M 0.55% -930 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: 32,425 shares; 2024Q4: 28,425 shares; 2025Q1: 32,918 shares; 2025Q2: 27,968 shares; 2025Q3: 28,509 shares 28,509 $2.79M 0.54% +541 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,414 shares; 2024Q4: 22,774 shares; 2025Q1: 22,782 shares; 2025Q2: 23,859 shares; 2025Q3: 23,868 shares 23,868 $2.73M 0.53% +9 Timeline ABCL ABCELLERA BIOLOGICS INC More: the full row for ABCELLERA BIOLOGICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 545,533 shares; 2024Q4: 547,533 shares; 2025Q1: 548,133 shares; 2025Q2: 548,133 shares; 2025Q3: 543,133 shares 543,133 $2.73M 0.53% -5,000 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: 4,355 shares; 2024Q4: 4,285 shares; 2025Q1: 4,390 shares; 2025Q2: 4,545 shares; 2025Q3: 6,055 shares 6,055 $2.71M 0.52% +1,510 Timeline MBLY MOBILEYE GLOBAL INC More: the full row for MOBILEYE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,735 shares; 2024Q4: 187,233 shares; 2025Q1: 187,773 shares; 2025Q2: 183,598 shares; 2025Q3: 190,548 shares 190,548 $2.69M 0.52% +6,950 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: 25,540 shares; 2024Q4: 27,296 shares; 2025Q1: 28,580 shares; 2025Q2: 28,146 shares; 2025Q3: 30,036 shares 30,036 $2.68M 0.52% +1,890 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,538 shares; 2024Q4: 5,026 shares; 2025Q1: 5,226 shares; 2025Q2: 7,105 shares; 2025Q3: 12,965 shares 12,965 $2.64M 0.51% +5,860 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,720 shares; 2024Q4: 5,810 shares; 2025Q1: 5,712 shares; 2025Q2: 5,493 shares; 2025Q3: 5,496 shares 5,496 $2.62M 0.51% +3 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: 8,858 shares; 2024Q4: 8,963 shares; 2025Q1: 8,719 shares; 2025Q2: 8,719 shares; 2025Q3: 8,724 shares 8,724 $2.57M 0.5% +5 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: 55,097 shares; 2024Q4: 44,618 shares; 2025Q1: 39,834 shares; 2025Q2: 36,446 shares; 2025Q3: 30,145 shares 30,145 $2.54M 0.49% -6,301 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: 81,386 shares; 2024Q4: 87,953 shares; 2025Q1: 95,349 shares; 2025Q2: 116,997 shares; 2025Q3: 123,158 shares 123,158 $2.51M 0.49% +6,161 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: 7,860 shares; 2024Q4: 7,860 shares; 2025Q1: 7,860 shares; 2025Q2: 7,240 shares; 2025Q3: 7,380 shares 7,380 $2.43M 0.47% +140 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,401 shares; 2024Q4: 51,027 shares; 2025Q1: 50,776 shares; 2025Q2: 50,866 shares; 2025Q3: 46,505 shares 46,505 $2.4M 0.46% -4,361 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,560 shares; 2024Q4: 7,310 shares; 2025Q1: 7,185 shares; 2025Q2: 7,186 shares; 2025Q3: 7,185 shares 7,185 $2.39M 0.46% -1 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: 4,575 shares; 2024Q4: 5,025 shares; 2025Q1: 4,695 shares; 2025Q2: 5,844 shares; 2025Q3: 6,537 shares 6,537 $2.31M 0.45% +693 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: 21,146 shares; 2024Q4: 23,596 shares; 2025Q1: 23,088 shares; 2025Q2: 22,526 shares; 2025Q3: 22,003 shares 22,003 $2.27M 0.44% -523 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,761 shares; 2024Q4: 171,291 shares; 2025Q1: 178,121 shares; 2025Q2: 173,303 shares; 2025Q3: 170,957 shares 170,957 $2.25M 0.44% -2,346 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,186 shares; 2024Q4: 6,207 shares; 2025Q1: 6,230 shares; 2025Q2: 7,986 shares; 2025Q3: 8,099 shares 8,099 $2.2M 0.43% +113 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: 64,156 shares; 2024Q4: 63,385 shares; 2025Q1: 59,435 shares; 2025Q2: 55,985 shares; 2025Q3: 50,735 shares 50,735 $2.15M 0.42% -5,250 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: 15,677 shares; 2025Q3: 15,633 shares 15,633 $2.1M 0.41% -44 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: 4,580 shares; 2024Q4: 4,755 shares; 2025Q1: 5,905 shares; 2025Q2: 5,957 shares; 2025Q3: 6,150 shares 6,150 $2.08M 0.4% +193 Timeline TREE LENDINGTREE INC More: the full row for LENDINGTREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,375 shares; 2024Q4: 25,950 shares; 2025Q1: 30,750 shares; 2025Q2: 33,750 shares; 2025Q3: 31,750 shares 31,750 $2.06M 0.4% -2,000 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: 72,025 shares; 2024Q4: 72,500 shares; 2025Q1: 67,250 shares; 2025Q2: 59,825 shares; 2025Q3: 59,825 shares 59,825 $2.05M 0.4% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,930 shares; 2024Q4: 18,810 shares; 2025Q1: 19,849 shares; 2025Q2: 18,840 shares; 2025Q3: 16,785 shares 16,785 $2.04M 0.39% -2,055 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: 107,322 shares; 2024Q4: 112,409 shares; 2025Q1: 118,984 shares; 2025Q2: 118,090 shares; 2025Q3: 112,702 shares 112,702 $1.93M 0.37% -5,388 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN 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: 152,180 shares; 2025Q3: 168,509 shares 168,509 $1.93M 0.37% +16,329 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,725 shares; 2024Q4: 5,565 shares; 2025Q1: 5,390 shares; 2025Q2: 5,241 shares; 2025Q3: 4,062 shares 4,062 $1.9M 0.37% -1,179 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,705 shares; 2024Q4: 13,761 shares; 2025Q1: 13,164 shares; 2025Q2: 13,094 shares; 2025Q3: 13,145 shares 13,145 $1.9M 0.37% +51 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: 9,315 shares; 2024Q4: 9,770 shares; 2025Q1: 9,863 shares; 2025Q2: 9,938 shares; 2025Q3: 10,061 shares 10,061 $1.87M 0.36% +123 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,538 shares; 2024Q4: 16,773 shares; 2025Q1: 18,434 shares; 2025Q2: 17,684 shares; 2025Q3: 13,911 shares 13,911 $1.83M 0.36% -3,773 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: 9,722 shares; 2024Q4: 9,970 shares; 2025Q1: 11,204 shares; 2025Q2: 13,127 shares; 2025Q3: 13,015 shares 13,015 $1.83M 0.35% -112 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: 9,776 shares; 2024Q4: 10,230 shares; 2025Q1: 10,402 shares; 2025Q2: 5,847 shares; 2025Q3: 8,658 shares 8,658 $1.82M 0.35% +2,811 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: 27,627 shares; 2024Q4: 28,651 shares; 2025Q1: 31,413 shares; 2025Q2: 32,116 shares; 2025Q3: 31,920 shares 31,920 $1.72M 0.33% -196 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,340 shares; 2024Q4: 7,840 shares; 2025Q1: 10,440 shares; 2025Q2: 10,599 shares; 2025Q3: 10,329 shares 10,329 $1.67M 0.32% -270 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,823 shares; 2024Q4: 17,403 shares; 2025Q1: 17,437 shares; 2025Q2: 17,471 shares; 2025Q3: 17,509 shares 17,509 $1.67M 0.32% +38 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,234 shares; 2024Q4: 43,254 shares; 2025Q1: 45,020 shares; 2025Q2: 46,180 shares; 2025Q3: 46,205 shares 46,205 $1.64M 0.32% +25 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: 5,675 shares; 2024Q4: 5,375 shares; 2025Q1: 5,375 shares; 2025Q2: 5,375 shares; 2025Q3: 5,350 shares 5,350 $1.63M 0.32% -25 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: 11,430 shares; 2024Q4: 11,438 shares; 2025Q1: 15,618 shares; 2025Q2: 18,448 shares; 2025Q3: 19,066 shares 19,066 $1.61M 0.31% +618 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: 5,626 shares; 2024Q4: 5,867 shares; 2025Q1: 6,040 shares; 2025Q2: 5,622 shares; 2025Q3: 6,798 shares 6,798 $1.61M 0.31% +1,176 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,370 shares; 2024Q4: 25,742 shares; 2025Q1: 25,992 shares; 2025Q2: 25,992 shares; 2025Q3: 25,992 shares 25,992 $1.58M 0.31% 0 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: 2,274 shares; 2024Q4: 2,278 shares; 2025Q1: 2,313 shares; 2025Q2: 2,348 shares; 2025Q3: 2,348 shares 2,348 $1.57M 0.3% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,732 shares; 2024Q4: 3,728 shares; 2025Q1: 3,829 shares; 2025Q2: 3,829 shares; 2025Q3: 3,851 shares 3,851 $1.56M 0.3% +22 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: 4,953 shares; 2024Q4: 3,048 shares; 2025Q1: 3,032 shares; 2025Q2: 3,032 shares; 2025Q3: 5,506 shares 5,506 $1.55M 0.3% +2,474 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: 4,989 shares; 2024Q4: 4,934 shares; 2025Q1: 7,961 shares; 2025Q2: 7,290 shares; 2025Q3: 7,382 shares 7,382 $1.55M 0.3% +92 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,055 shares; 2024Q4: 1,055 shares; 2025Q1: 2,033 shares; 2025Q2: 2,650 shares; 2025Q3: 2,743 shares 2,743 $1.54M 0.3% +93 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,769 shares; 2024Q4: 2,769 shares; 2025Q1: 2,670 shares; 2025Q2: 2,670 shares; 2025Q3: 2,670 shares 2,670 $1.52M 0.29% 0 Timeline NTLA INTELLIA THERAPEUTICS INC More: the full row for INTELLIA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,825 shares; 2024Q4: 74,525 shares; 2025Q1: 82,825 shares; 2025Q2: 85,975 shares; 2025Q3: 86,975 shares 86,975 $1.5M 0.29% +1,000 Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,750 shares; 2024Q4: 16,825 shares; 2025Q1: 15,925 shares; 2025Q2: 18,625 shares; 2025Q3: 18,739 shares 18,739 $1.45M 0.28% +114 Timeline GBIL 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: 19,463 shares; 2024Q4: 19,463 shares; 2025Q1: 39,151 shares; 2025Q2: 17,647 shares; 2025Q3: 14,333 shares 14,333 $1.44M 0.28% -3,314 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: 6,131 shares; 2024Q4: 6,126 shares; 2025Q1: 6,135 shares; 2025Q2: 6,137 shares; 2025Q3: 6,139 shares 6,139 $1.42M 0.28% +2 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,345 shares; 2024Q4: 4,070 shares; 2025Q1: 4,070 shares; 2025Q2: 7,323 shares; 2025Q3: 7,915 shares 7,915 $1.41M 0.27% +592 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,650 shares; 2024Q4: 5,115 shares; 2025Q1: 6,707 shares; 2025Q2: 6,763 shares; 2025Q3: 6,878 shares 6,878 $1.41M 0.27% +115 Timeline XMYDX BLACKROCK MUNIYIELD FUND More: the full row for BLACKROCK MUNIYIELD FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,000 shares; 2024Q4: 119,500 shares; 2025Q1: 126,500 shares; 2025Q2: 129,500 shares; 2025Q3: 132,500 shares 132,500 $1.41M 0.27% +3,000 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: 11,047 shares; 2024Q4: 11,001 shares; 2025Q1: 9,232 shares; 2025Q2: 9,039 shares; 2025Q3: 8,985 shares 8,985 $1.39M 0.27% -54 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,200 shares; 2024Q4: 55,450 shares; 2025Q1: 102,322 shares; 2025Q2: 103,522 shares; 2025Q3: 138,586 shares 138,586 $1.38M 0.27% +35,064 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: 39,105 shares; 2024Q4: 37,415 shares; 2025Q1: 32,764 shares; 2025Q2: 31,314 shares; 2025Q3: 20,484 shares 20,484 $1.37M 0.27% -10,830 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS 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: 6,085 shares; 2025Q3: 6,085 shares 6,085 $1.35M 0.26% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,308 shares; 2025Q1: 8,226 shares; 2025Q2: 9,343 shares; 2025Q3: 9,093 shares 9,093 $1.32M 0.26% -250 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: 6,596 shares; 2024Q4: 6,496 shares; 2025Q1: 6,339 shares; 2025Q2: 6,339 shares; 2025Q3: 5,465 shares 5,465 $1.32M 0.25% -874 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: 87,434 shares; 2024Q4: 93,953 shares; 2025Q1: 97,653 shares; 2025Q2: 79,594 shares; 2025Q3: 83,861 shares 83,861 $1.31M 0.25% +4,267 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: 4,566 shares; 2024Q4: 5,728 shares; 2025Q1: 6,849 shares; 2025Q2: 6,849 shares; 2025Q3: 8,931 shares 8,931 $1.31M 0.25% +2,082 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: 88,751 shares; 2024Q4: 99,644 shares; 2025Q1: 88,628 shares; 2025Q2: 56,612 shares; 2025Q3: 51,042 shares 51,042 $1.3M 0.25% -5,570 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: 7,700 shares; 2024Q4: 7,050 shares; 2025Q1: 6,850 shares; 2025Q2: 7,462 shares; 2025Q3: 25,450 shares 25,450 $1.29M 0.25% +17,988 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: 8,000 shares; 2024Q4: 8,500 shares; 2025Q1: 8,920 shares; 2025Q2: 8,375 shares; 2025Q3: 8,375 shares 8,375 $1.26M 0.24% 0 Timeline NUVB NUVATION BIO INC More: the full row for NUVATION BIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261,405 shares; 2024Q4: 280,905 shares; 2025Q1: 320,905 shares; 2025Q2: 329,805 shares; 2025Q3: 331,805 shares 331,805 $1.23M 0.24% +2,000 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: 2,623 shares; 2024Q4: 2,608 shares; 2025Q1: 2,531 shares; 2025Q2: 2,531 shares; 2025Q3: 4,944 shares 4,944 $1.22M 0.24% +2,413 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: 21,429 shares; 2024Q4: 15,404 shares; 2025Q1: 11,204 shares; 2025Q2: 10,904 shares; 2025Q3: 10,904 shares 10,904 $1.21M 0.23% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,174 shares; 2024Q4: 9,175 shares; 2025Q1: 8,938 shares; 2025Q2: 8,939 shares; 2025Q3: 8,894 shares 8,894 $1.19M 0.23% -45 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: 8,560 shares; 2024Q4: 7,711 shares; 2025Q1: 7,162 shares; 2025Q2: 6,913 shares; 2025Q3: 6,914 shares 6,914 $1.16M 0.22% +1 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: 425 shares; 2024Q4: 1,077 shares; 2025Q1: 1,419 shares; 2025Q2: 1,419 shares; 2025Q3: 1,506 shares 1,506 $1.15M 0.22% +87 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,698 shares; 2024Q4: 12,465 shares; 2025Q1: 13,070 shares; 2025Q2: 16,256 shares; 2025Q3: 16,359 shares 16,359 $1.15M 0.22% +103 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,615 shares; 2024Q4: 18,509 shares; 2025Q1: 18,987 shares; 2025Q2: 20,678 shares; 2025Q3: 22,267 shares 22,267 $1.12M 0.22% +1,589 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,290 shares; 2024Q4: 18,309 shares; 2025Q1: 19,309 shares; 2025Q2: 18,320 shares; 2025Q3: 16,820 shares 16,820 $1.11M 0.21% -1,500 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: 5,875 shares; 2024Q4: 6,269 shares; 2025Q1: 6,535 shares; 2025Q2: 2,463 shares; 2025Q3: 5,862 shares 5,862 $1.1M 0.21% +3,399 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: 9,930 shares; 2024Q4: 9,930 shares; 2025Q1: 9,429 shares; 2025Q2: 9,404 shares; 2025Q3: 9,404 shares 9,404 $1.08M 0.21% 0 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: 2,240 shares; 2024Q4: 2,240 shares; 2025Q1: 2,245 shares; 2025Q2: 2,245 shares; 2025Q3: 2,245 shares 2,245 $1.08M 0.21% 0 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,730 shares; 2024Q4: 3,800 shares; 2025Q1: 3,982 shares; 2025Q2: 4,190 shares; 2025Q3: 3,465 shares 3,465 $1.08M 0.21% -725 Timeline CMI CUMMINS INC More: the full row for CUMMINS 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: 1,862 shares; 2025Q2: 2,532 shares; 2025Q3: 2,535 shares 2,535 $1.07M 0.21% +3 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 992 shares; 2024Q4: 982 shares; 2025Q1: 2,852 shares; 2025Q2: 2,843 shares; 2025Q3: 2,956 shares 2,956 $1.05M 0.2% +113 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,723 shares; 2024Q4: 10,880 shares; 2025Q1: 10,564 shares; 2025Q2: 10,673 shares; 2025Q3: 10,682 shares 10,682 $1.05M 0.2% +9 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: 1,684 shares; 2024Q4: 1,385 shares; 2025Q1: 874 shares; 2025Q2: 1,172 shares; 2025Q3: 1,131 shares 1,131 $1.04M 0.2% -41 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: 1,549 shares; 2024Q4: 1,595 shares; 2025Q1: 1,857 shares; 2025Q2: 1,740 shares; 2025Q3: 1,725 shares 1,725 $1.04M 0.2% -15 Timeline XBI 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: 10,739 shares; 2024Q4: 11,164 shares; 2025Q1: 10,939 shares; 2025Q2: 12,114 shares; 2025Q3: 10,314 shares 10,314 $1.03M 0.2% -1,800 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,300 shares; 2024Q4: 37,000 shares; 2025Q1: 32,000 shares; 2025Q2: 49,083 shares; 2025Q3: 49,324 shares 49,324 $1.03M 0.2% +241 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: 15,440 shares; 2024Q4: 15,455 shares; 2025Q1: 14,105 shares; 2025Q2: 13,505 shares; 2025Q3: 10,855 shares 10,855 $1.03M 0.2% -2,650 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,077 shares 2,077 $1.02M 0.2% new 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: 1,587 shares; 2024Q4: 1,478 shares; 2025Q1: 1,478 shares; 2025Q2: 2,384 shares; 2025Q3: 1,320 shares 1,320 $1.02M 0.2% -1,064 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: 3,333 shares; 2024Q4: 3,335 shares; 2025Q1: 3,336 shares; 2025Q2: 3,237 shares; 2025Q3: 3,239 shares 3,239 $984K 0.19% +2 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: 7,079 shares; 2024Q4: 5,984 shares; 2025Q1: 5,996 shares; 2025Q2: 5,695 shares; 2025Q3: 4,053 shares 4,053 $981K 0.19% -1,642 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: 7,144 shares; 2024Q4: 7,308 shares; 2025Q1: 7,598 shares; 2025Q2: 7,666 shares; 2025Q3: 7,743 shares 7,743 $973K 0.19% +77 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: 8,694 shares; 2024Q4: 8,032 shares; 2025Q1: 8,528 shares; 2025Q2: 10,044 shares; 2025Q3: 11,118 shares 11,118 $929K 0.18% +1,074 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE 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: 5,230 shares; 2025Q2: 12,305 shares; 2025Q3: 12,505 shares 12,505 $912K 0.18% +200 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 997 shares; 2025Q1: 988 shares; 2025Q2: 988 shares; 2025Q3: 3,224 shares 3,224 $910K 0.18% +2,236 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,720 shares; 2024Q4: 4,771 shares; 2025Q1: 4,421 shares; 2025Q2: 5,916 shares; 2025Q3: 6,491 shares 6,491 $903K 0.18% +575 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: 6,732 shares; 2024Q4: 6,732 shares; 2025Q1: 6,632 shares; 2025Q2: 6,482 shares; 2025Q3: 6,232 shares 6,232 $901K 0.17% -250 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: 5,595 shares; 2024Q4: 5,880 shares; 2025Q1: 6,956 shares; 2025Q2: 9,642 shares; 2025Q3: 9,952 shares 9,952 $893K 0.17% +310 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,462 shares; 2024Q4: 34,345 shares; 2025Q1: 33,345 shares; 2025Q2: 33,345 shares; 2025Q3: 33,345 shares 33,345 $892K 0.17% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,325 shares; 2024Q4: 12,014 shares; 2025Q1: 10,325 shares; 2025Q2: 10,325 shares; 2025Q3: 9,725 shares 9,725 $889K 0.17% -600 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,020 shares; 2024Q4: 4,010 shares; 2025Q1: 3,860 shares; 2025Q2: 3,661 shares; 2025Q3: 2,751 shares 2,751 $889K 0.17% -910 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,983 shares; 2024Q4: 11,605 shares; 2025Q1: 10,778 shares; 2025Q2: 10,541 shares; 2025Q3: 9,275 shares 9,275 $883K 0.17% -1,266 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: 1,590 shares; 2024Q4: 1,591 shares; 2025Q1: 1,545 shares; 2025Q2: 1,545 shares; 2025Q3: 1,546 shares 1,546 $877K 0.17% +1 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,927 shares; 2024Q4: 15,170 shares; 2025Q1: 16,350 shares; 2025Q2: 18,392 shares; 2025Q3: 24,742 shares 24,742 $876K 0.17% +6,350 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: not reported; 2024Q4: not reported; 2025Q1: 2,368 shares; 2025Q2: 3,333 shares; 2025Q3: 3,336 shares 3,336 $875K 0.17% +3 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,992 shares; 2024Q4: 28,498 shares; 2025Q1: 26,954 shares; 2025Q2: 26,272 shares; 2025Q3: 19,180 shares 19,180 $865K 0.17% -7,092 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,780 shares; 2024Q4: 9,780 shares; 2025Q1: 9,280 shares; 2025Q2: 8,361 shares; 2025Q3: 8,361 shares 8,361 $849K 0.16% 0 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: not reported; 2024Q4: not reported; 2025Q1: 696 shares; 2025Q2: 706 shares; 2025Q3: 871 shares 871 $843K 0.16% +165 Timeline FGD 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: 27,364 shares; 2024Q4: 22,407 shares; 2025Q1: 28,427 shares; 2025Q2: 29,210 shares; 2025Q3: 29,285 shares 29,285 $842K 0.16% +75 Timeline SRTA STRATA CRITICAL MEDICAL INC More: the full row for STRATA CRITICAL MEDICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,700 shares; 2024Q4: 206,050 shares; 2025Q1: 205,050 shares; 2025Q2: 176,550 shares; 2025Q3: 165,550 shares 165,550 $838K 0.16% -11,000 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: 13,765 shares; 2024Q4: 19,910 shares; 2025Q1: 21,051 shares; 2025Q2: 18,927 shares; 2025Q3: 17,451 shares 17,451 $829K 0.16% -1,476 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,672 shares; 2025Q3: 9,115 shares 9,115 $829K 0.16% +443 Timeline CFLT CONFLUENT INC-CLASS A More: the full row for CONFLUENT INC-CLASS A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,300 shares; 2024Q4: 62,477 shares; 2025Q1: 62,077 shares; 2025Q2: 58,477 shares; 2025Q3: 41,200 shares 41,200 $816K 0.16% -17,277 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,316 shares; 2025Q1: 16,024 shares; 2025Q2: 15,954 shares; 2025Q3: 15,954 shares 15,954 $808K 0.16% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,171 shares; 2025Q3: 1,261 shares 1,261 $806K 0.16% +90 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: 6,426 shares; 2024Q4: 10,069 shares; 2025Q1: 11,866 shares; 2025Q2: 8,729 shares; 2025Q3: 9,485 shares 9,485 $804K 0.16% +756 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: 15,902 shares; 2024Q4: 15,926 shares; 2025Q1: not reported; 2025Q2: 9,568 shares; 2025Q3: 9,579 shares 9,579 $789K 0.15% +11 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: 10,750 shares; 2024Q4: 11,786 shares; 2025Q1: 12,086 shares; 2025Q2: 11,089 shares; 2025Q3: 10,089 shares 10,089 $786K 0.15% -1,000 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,051 shares; 2024Q4: 3,051 shares; 2025Q1: 3,251 shares; 2025Q2: 3,550 shares; 2025Q3: 3,550 shares 3,550 $783K 0.15% 0 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: 12,840 shares; 2024Q4: 12,509 shares; 2025Q1: 11,463 shares; 2025Q2: 11,510 shares; 2025Q3: 11,559 shares 11,559 $776K 0.15% +49 Timeline TBLA TABOOLA.COM LTD More: the full row for TABOOLA.COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 367,668 shares; 2024Q4: 365,668 shares; 2025Q1: 345,668 shares; 2025Q2: 295,668 shares; 2025Q3: 224,668 shares 224,668 $766K 0.15% -71,000 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: 1,225 shares; 2024Q4: 1,375 shares; 2025Q1: 2,825 shares; 2025Q2: 1,350 shares; 2025Q3: 1,250 shares 1,250 $762K 0.15% -100 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,050 shares; 2025Q1: 27,000 shares; 2025Q2: 19,200 shares; 2025Q3: 6,600 shares 6,600 $741K 0.14% -12,600 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: 1,561 shares; 2024Q4: 2,265 shares; 2025Q1: 2,566 shares; 2025Q2: not reported; 2025Q3: 2,143 shares 2,143 $740K 0.14% new Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS 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: 139,550 shares; 2025Q2: 123,550 shares; 2025Q3: 121,050 shares 121,050 $729K 0.14% -2,500 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,500 shares; 2024Q4: 5,530 shares; 2025Q1: 6,050 shares; 2025Q2: 7,100 shares; 2025Q3: 7,200 shares 7,200 $719K 0.14% +100 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: 1,191 shares; 2024Q4: 1,127 shares; 2025Q1: 1,063 shares; 2025Q2: 1,016 shares; 2025Q3: 1,013 shares 1,013 $707K 0.14% -3 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,122 shares; 2025Q3: 6,279 shares 6,279 $704K 0.14% +157 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: 8,884 shares; 2024Q4: 12,637 shares; 2025Q1: 8,732 shares; 2025Q2: 10,881 shares; 2025Q3: 12,592 shares 12,592 $699K 0.14% +1,711 Timeline PAGS PAGSEGURO DIGITAL LTD More: the full row for PAGSEGURO DIGITAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,193 shares; 2024Q4: 72,793 shares; 2025Q1: 76,293 shares; 2025Q2: 72,326 shares; 2025Q3: 69,854 shares 69,854 $699K 0.14% -2,472 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,923 shares; 2024Q4: 14,923 shares; 2025Q1: 13,719 shares; 2025Q2: 10,096 shares; 2025Q3: 10,096 shares 10,096 $691K 0.13% 0 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,264 shares; 2024Q4: 19,054 shares; 2025Q1: 18,867 shares; 2025Q2: 13,007 shares; 2025Q3: 9,340 shares 9,340 $675K 0.13% -3,667 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,050 shares; 2024Q4: 9,250 shares; 2025Q1: 9,800 shares; 2025Q2: 10,800 shares; 2025Q3: 10,700 shares 10,700 $666K 0.13% -100 Timeline HYS 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: 6,692 shares; 2024Q4: 6,557 shares; 2025Q1: 6,818 shares; 2025Q2: 6,921 shares; 2025Q3: 6,936 shares 6,936 $664K 0.13% +15 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: not reported; 2024Q4: not reported; 2025Q1: 14,615 shares; 2025Q2: 19,191 shares; 2025Q3: 19,491 shares 19,491 $654K 0.13% +300 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,200 shares; 2024Q4: 30,200 shares; 2025Q1: 23,950 shares; 2025Q2: 19,200 shares; 2025Q3: 19,200 shares 19,200 $644K 0.12% 0 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 22,500 shares; 2025Q1: 23,552 shares; 2025Q2: 20,000 shares; 2025Q3: 17,500 shares 17,500 $643K 0.12% -2,500 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: not reported; 2024Q4: 4,230 shares; 2025Q1: 4,746 shares; 2025Q2: not reported; 2025Q3: 4,131 shares 4,131 $635K 0.12% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,282 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,728 shares 7,728 $618K 0.12% new 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: 2,352 shares; 2024Q4: 2,353 shares; 2025Q1: 2,404 shares; 2025Q2: 2,437 shares; 2025Q3: 2,439 shares 2,439 $613K 0.12% +2 Timeline GVIP 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: 3,828 shares; 2024Q4: 3,819 shares; 2025Q1: 3,819 shares; 2025Q2: 3,919 shares; 2025Q3: 3,919 shares 3,919 $601K 0.12% 0 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,563 shares; 2025Q1: 4,421 shares; 2025Q2: 7,860 shares; 2025Q3: 7,860 shares 7,860 $597K 0.12% 0 Timeline GRID 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: 2,372 shares; 2025Q2: 3,941 shares; 2025Q3: 3,947 shares 3,947 $596K 0.12% +6 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: 4,261 shares; 2024Q4: 4,161 shares; 2025Q1: 4,538 shares; 2025Q2: 4,538 shares; 2025Q3: 4,538 shares 4,538 $582K 0.11% 0 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 360 shares; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: 353 shares; 2025Q3: 295 shares 295 $564K 0.11% -58 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,188 shares; 2025Q3: 1,138 shares 1,138 $558K 0.11% -50 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: 8,477 shares; 2024Q4: 9,940 shares; 2025Q1: 10,826 shares; 2025Q2: 11,649 shares; 2025Q3: 3,232 shares 3,232 $550K 0.11% -8,417 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,997 shares; 2025Q1: 5,074 shares; 2025Q2: 5,076 shares; 2025Q3: 5,079 shares 5,079 $540K 0.1% +3 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR 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: 5,987 shares; 2025Q1: 5,839 shares; 2025Q2: 5,921 shares; 2025Q3: 6,384 shares 6,384 $539K 0.1% +463 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,425 shares; 2024Q4: 4,425 shares; 2025Q1: 3,838 shares; 2025Q2: 4,156 shares; 2025Q3: 4,156 shares 4,156 $536K 0.1% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,740 shares; 2024Q4: 7,640 shares; 2025Q1: 6,640 shares; 2025Q2: 6,640 shares; 2025Q3: 6,640 shares 6,640 $530K 0.1% 0 Timeline LAB STANDARD BIOTOOLS INC More: the full row for STANDARD BIOTOOLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 419,702 shares; 2024Q4: 404,702 shares; 2025Q1: 404,702 shares; 2025Q2: 404,702 shares; 2025Q3: 404,702 shares 404,702 $526K 0.1% 0 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: 7,274 shares; 2024Q4: 9,292 shares; 2025Q1: 9,817 shares; 2025Q2: 9,827 shares; 2025Q3: 9,827 shares 9,827 $525K 0.1% 0 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: 1,758 shares; 2024Q4: 2,096 shares; 2025Q1: 2,096 shares; 2025Q2: 2,096 shares; 2025Q3: 1,724 shares 1,724 $519K 0.1% -372 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC 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: 5,020 shares 5,020 $490K 0.09% new Timeline FPF FIRST TR INTER DURATN PFD & More: the full row for FIRST TR INTER DURATN PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,130 shares; 2024Q4: 17,276 shares; 2025Q1: 25,342 shares; 2025Q2: 25,690 shares; 2025Q3: 25,521 shares 25,521 $489K 0.09% -169 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,875 shares; 2025Q3: 2,425 shares 2,425 $482K 0.09% +550 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: 1,796 shares; 2024Q4: 1,798 shares; 2025Q1: 1,814 shares; 2025Q2: 1,766 shares; 2025Q3: 1,769 shares 1,769 $478K 0.09% +3 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: 2,350 shares; 2024Q4: 2,350 shares; 2025Q1: 2,254 shares; 2025Q2: 2,254 shares; 2025Q3: 2,255 shares 2,255 $469K 0.09% +1 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: 1,537 shares; 2025Q3: 2,098 shares 2,098 $468K 0.09% +561 Timeline VSAT VIASAT INC More: the full row for VIASAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,900 shares; 2024Q4: 18,400 shares; 2025Q1: 40,650 shares; 2025Q2: 39,900 shares; 2025Q3: 15,900 shares 15,900 $466K 0.09% -24,000 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: 244 shares; 2024Q4: 102 shares; 2025Q1: 86 shares; 2025Q2: 86 shares; 2025Q3: 86 shares 86 $464K 0.09% 0 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,950 shares; 2024Q4: 12,350 shares; 2025Q1: 13,450 shares; 2025Q2: 10,900 shares; 2025Q3: 13,000 shares 13,000 $451K 0.09% +2,100 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 660 shares 660 $451K 0.09% new Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,900 shares; 2024Q4: 36,750 shares; 2025Q1: 36,750 shares; 2025Q2: 34,500 shares; 2025Q3: 27,850 shares 27,850 $449K 0.09% -6,650 Timeline MUC BLACKROCK MUNIHLDNGS CALI More: the full row for BLACKROCK MUNIHLDNGS CALI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,226 shares; 2024Q4: 88,204 shares; 2025Q1: 82,586 shares; 2025Q2: 41,641 shares; 2025Q3: 40,614 shares 40,614 $443K 0.09% -1,027 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,854 shares; 2025Q2: 2,754 shares; 2025Q3: 2,754 shares 2,754 $425K 0.08% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,470 shares; 2024Q4: 4,073 shares; 2025Q1: 3,435 shares; 2025Q2: 1,791 shares; 2025Q3: 1,807 shares 1,807 $413K 0.08% +16 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,333 shares; 2024Q4: not reported; 2025Q1: 18,531 shares; 2025Q2: 12,707 shares; 2025Q3: 4,500 shares 4,500 $413K 0.08% -8,207 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS 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: 56,190 shares; 2025Q2: 17,040 shares; 2025Q3: 25,540 shares 25,540 $409K 0.08% +8,500 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,054 shares; 2024Q4: 14,980 shares; 2025Q1: 14,209 shares; 2025Q2: 13,826 shares; 2025Q3: 9,751 shares 9,751 $393K 0.08% -4,075 Timeline SQQQ ProShares UltraPro Short QQQ More: the full row for ProShares UltraPro Short QQQ 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: 25,000 shares 25,000 $381K 0.07% new 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: 13,884 shares; 2024Q4: 14,634 shares; 2025Q1: 14,278 shares; 2025Q2: 13,567 shares; 2025Q3: 13,306 shares 13,306 $376K 0.07% -261 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,950 shares; 2024Q4: 23,550 shares; 2025Q1: 22,800 shares; 2025Q2: 16,550 shares; 2025Q3: 15,300 shares 15,300 $371K 0.07% -1,250 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,495 shares; 2024Q4: 1,495 shares; 2025Q1: 1,810 shares; 2025Q2: 1,810 shares; 2025Q3: 1,810 shares 1,810 $368K 0.07% 0 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,881 shares; 2024Q4: 7,131 shares; 2025Q1: not reported; 2025Q2: 5,845 shares; 2025Q3: 5,645 shares 5,645 $366K 0.07% -200 Timeline SNN SMITH & NEPHEW PLC More: the full row for SMITH & NEPHEW PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,592 shares; 2024Q4: 11,592 shares; 2025Q1: 9,903 shares; 2025Q2: 9,903 shares; 2025Q3: 9,903 shares 9,903 $359K 0.07% 0 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,807 shares; 2024Q4: 9,615 shares; 2025Q1: 10,095 shares; 2025Q2: 8,602 shares; 2025Q3: 6,609 shares 6,609 $359K 0.07% -1,993 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: 7,024 shares; 2024Q4: 7,224 shares; 2025Q1: 10,012 shares; 2025Q2: 9,912 shares; 2025Q3: 9,912 shares 9,912 $354K 0.07% 0 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,977 shares; 2024Q4: 6,577 shares; 2025Q1: 5,827 shares; 2025Q2: 4,827 shares; 2025Q3: 4,827 shares 4,827 $348K 0.07% 0 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: 364 shares; 2024Q4: 364 shares; 2025Q1: 364 shares; 2025Q2: 374 shares; 2025Q3: 375 shares 375 $347K 0.07% +1 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: 16,320 shares; 2024Q4: 12,144 shares; 2025Q1: 12,144 shares; 2025Q2: 10,800 shares; 2025Q3: 10,800 shares 10,800 $339K 0.07% 0 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,910 shares; 2024Q4: 8,260 shares; 2025Q1: 8,060 shares; 2025Q2: 7,560 shares; 2025Q3: 4,010 shares 4,010 $331K 0.06% -3,550 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,450 shares; 2024Q4: 23,450 shares; 2025Q1: 23,450 shares; 2025Q2: 20,450 shares; 2025Q3: 14,450 shares 14,450 $326K 0.06% -6,000 Timeline IOT SAMSARA INC More: the full row for SAMSARA 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: 8,529 shares 8,529 $318K 0.06% new Timeline XPCQX PIMCO CALIF MUN INCOME FD More: the full row for PIMCO CALIF MUN INCOME 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: 36,072 shares 36,072 $316K 0.06% new Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM 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: 4,250 shares 4,250 $311K 0.06% new Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 463 shares; 2025Q2: 463 shares; 2025Q3: 463 shares 463 $310K 0.06% 0 Timeline INDA 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: 4,672 shares; 2024Q4: 4,872 shares; 2025Q1: 4,872 shares; 2025Q2: 5,872 shares; 2025Q3: 5,872 shares 5,872 $306K 0.06% 0 Timeline UHAL U HAUL HOLDING COMPANY More: the full row for U HAUL HOLDING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,340 shares; 2024Q4: 5,340 shares; 2025Q1: 5,340 shares; 2025Q2: 5,340 shares; 2025Q3: 5,340 shares 5,340 $305K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: 1,011 shares; 2025Q2: 1,011 shares; 2025Q3: 1,011 shares 1,011 $303K 0.06% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 513 shares; 2025Q3: 482 shares 482 $296K 0.06% -31 Timeline RNG RINGCENTRAL INC More: the full row for RINGCENTRAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,900 shares; 2024Q4: 19,250 shares; 2025Q1: 18,550 shares; 2025Q2: 16,550 shares; 2025Q3: 10,400 shares 10,400 $295K 0.06% -6,150 Timeline RLAY RELAY THERAPEUTICS INC More: the full row for RELAY THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,675 shares; 2024Q4: 61,425 shares; 2025Q1: 61,425 shares; 2025Q2: 61,425 shares; 2025Q3: 56,425 shares 56,425 $295K 0.06% -5,000 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,043 shares 1,043 $294K 0.06% new Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN 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: 2,900 shares 2,900 $292K 0.06% new Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE 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: 3,182 shares 3,182 $291K 0.06% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,281 shares; 2024Q4: 1,281 shares; 2025Q1: 1,281 shares; 2025Q2: 1,281 shares; 2025Q3: 1,220 shares 1,220 $290K 0.06% -61 Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,500 shares; 2025Q1: 13,500 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares 25,000 $289K 0.06% 0 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: 5,550 shares 5,550 $288K 0.06% new Timeline CMPS COMPASS PATHWAYS PLC More: the full row for COMPASS PATHWAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,100 shares; 2024Q4: 10,100 shares; 2025Q1: 10,100 shares; 2025Q2: 10,100 shares; 2025Q3: 50,000 shares 50,000 $286K 0.06% +39,900 Timeline IOVA IOVANCE BIOTHERAPEUTICS INC More: the full row for IOVANCE BIOTHERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,329 shares; 2024Q4: 114,912 shares; 2025Q1: 116,212 shares; 2025Q2: 131,062 shares; 2025Q3: 131,062 shares 131,062 $284K 0.06% 0 Timeline VDE 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: 1,783 shares; 2024Q4: 1,803 shares; 2025Q1: 1,811 shares; 2025Q2: 2,221 shares; 2025Q3: 2,230 shares 2,230 $281K 0.05% +9 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT 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: not reported; 2025Q2: not reported; 2025Q3: 2,172 shares 2,172 $279K 0.05% new Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,458 shares; 2025Q1: 3,486 shares; 2025Q2: 4,038 shares; 2025Q3: 3,044 shares 3,044 $272K 0.05% -994 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,526 shares; 2024Q4: 3,530 shares; 2025Q1: 3,534 shares; 2025Q2: 3,539 shares; 2025Q3: 3,544 shares 3,544 $260K 0.05% +5 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: 1,982 shares; 2024Q4: 1,982 shares; 2025Q1: 1,982 shares; 2025Q2: 1,982 shares; 2025Q3: 1,982 shares 1,982 $260K 0.05% 0 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,499 shares; 2025Q1: 4,429 shares; 2025Q2: 3,126 shares; 2025Q3: 3,130 shares 3,130 $256K 0.05% +4 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: 2,602 shares; 2024Q4: 2,651 shares; 2025Q1: 2,710 shares; 2025Q2: 2,717 shares; 2025Q3: 2,724 shares 2,724 $254K 0.05% +7 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares 2,000 $242K 0.05% 0 Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW 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: 3,023 shares; 2025Q1: 3,023 shares; 2025Q2: 3,023 shares; 2025Q3: 3,023 shares 3,023 $233K 0.05% 0 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,690 shares; 2024Q4: 4,738 shares; 2025Q1: 4,784 shares; 2025Q2: 4,854 shares; 2025Q3: 4,906 shares 4,906 $230K 0.04% +52 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,053 shares; 2024Q4: 1,883 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,451 shares 2,451 $229K 0.04% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,160 shares; 2024Q4: 1,160 shares; 2025Q1: 1,160 shares; 2025Q2: 960 shares; 2025Q3: 960 shares 960 $228K 0.04% 0 Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,495 shares; 2024Q4: 2,495 shares; 2025Q1: 2,395 shares; 2025Q2: 2,395 shares; 2025Q3: 2,395 shares 2,395 $227K 0.04% 0 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,705 shares; 2025Q1: not reported; 2025Q2: 2,275 shares; 2025Q3: 1,785 shares 1,785 $227K 0.04% -490 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: 2,032 shares; 2024Q4: 2,032 shares; 2025Q1: 1,944 shares; 2025Q2: 1,944 shares; 2025Q3: 457 shares 457 $222K 0.04% -1,487 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,150 shares; 2025Q1: 6,163 shares; 2025Q2: 5,690 shares; 2025Q3: 5,718 shares 5,718 $222K 0.04% +28 Timeline DSGX DESCARTES SYS GROUP INC More: the full row for DESCARTES SYS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,705 shares; 2024Q4: 2,705 shares; 2025Q1: 2,315 shares; 2025Q2: 2,315 shares; 2025Q3: 2,315 shares 2,315 $218K 0.04% 0 Timeline GRAL GRAIL INC More: the full row for GRAIL 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: 3,515 shares 3,515 $208K 0.04% new Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS 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: 530 shares; 2025Q3: 530 shares 530 $207K 0.04% 0 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: not reported; 2024Q4: 6,112 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,796 shares 3,796 $206K 0.04% new Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS 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: 1,580 shares; 2025Q3: 1,449 shares 1,449 $205K 0.04% -131 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO 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: not reported; 2025Q2: not reported; 2025Q3: 970 shares 970 $205K 0.04% new Timeline KBWY 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: 12,700 shares; 2025Q3: 12,700 shares 12,700 $203K 0.04% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,797 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 927 shares 927 $200K 0.04% new Timeline STNE STONECO LTD More: the full row for STONECO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,975 shares; 2024Q4: 17,175 shares; 2025Q1: 16,825 shares; 2025Q2: 16,825 shares; 2025Q3: 10,500 shares 10,500 $199K 0.04% -6,325 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,750 shares; 2024Q4: 13,250 shares; 2025Q1: 13,250 shares; 2025Q2: 13,250 shares; 2025Q3: 13,250 shares 13,250 $164K 0.03% 0 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,500 shares; 2024Q4: 41,000 shares; 2025Q1: 27,000 shares; 2025Q2: 25,500 shares; 2025Q3: 12,500 shares 12,500 $162K 0.03% -13,000 Timeline CCC CCC INTELLIGENT SOLUTIONS HL More: the full row for CCC INTELLIGENT SOLUTIONS HL 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: 12,400 shares; 2025Q3: 12,400 shares 12,400 $113K 0.02% 0 Timeline SNAP SNAP INC More: the full row for SNAP 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: 11,880 shares; 2025Q2: 10,380 shares; 2025Q3: 10,400 shares 10,400 $80.2K 0.02% +20 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,400 shares; 2024Q4: 12,400 shares; 2025Q1: 12,400 shares; 2025Q2: 13,900 shares; 2025Q3: 13,900 shares 13,900 $32.4K 0.01% 0 Timeline NUVATION BIO INC NUVATION BIO INC More: the full row for NUVATION BIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,396 shares; 2024Q4: 22,396 shares; 2025Q1: 22,396 shares; 2025Q2: 22,396 shares; 2025Q3: 26,396 shares 26,396 $5.33K <0.01% +4,000 TBLAW TABOOLA.COM LTD More: the full row for TABOOLA.COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,500 shares; 2024Q4: 38,500 shares; 2025Q1: 38,500 shares; 2025Q2: 38,500 shares; 2025Q3: 38,500 shares 38,500 $3.27K <0.01% 0 Timeline MNTSW MOMENTUS INC More: the full row for MOMENTUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,199 shares; 2024Q4: 34,954 shares; 2025Q1: 34,954 shares; 2025Q2: 34,954 shares; 2025Q3: 34,954 shares 34,954 $860 <0.01% 0 Timeline BLACKSKY TECHNOLOGY INC BLACKSKY TECHNOLOGY INC More: the full row for BLACKSKY TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,994 shares; 2024Q4: not reported; 2025Q1: 35,994 shares; 2025Q2: 35,994 shares; 2025Q3: 35,994 shares 35,994 $0 0% 0 Value filed as zero, left out of ratios.