VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 28,783 shares; 2024Q1: 30,375 shares; 2024Q2: 31,852 shares; 2024Q3: 36,269 shares; 2024Q4: 38,842 shares; 2025Q1: 43,831 shares; 2025Q2: 45,264 shares 45,264 $25.7M 10.03% +1,433 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; 2023Q3: restricted; 2023Q4: 55,079 shares; 2024Q1: 55,232 shares; 2024Q2: 54,009 shares; 2024Q3: 53,427 shares; 2024Q4: 51,996 shares; 2025Q1: 51,472 shares; 2025Q2: 50,262 shares 50,262 $24.4M 9.52% -1,210 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 123,984 shares; 2024Q1: 132,939 shares; 2024Q2: 142,035 shares; 2024Q3: 144,279 shares; 2024Q4: 156,180 shares; 2025Q1: 159,960 shares; 2025Q2: 163,530 shares 163,530 $15.3M 5.99% +3,570 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 161,461 shares; 2024Q1: 143,038 shares; 2024Q2: 140,266 shares; 2024Q3: 137,107 shares; 2024Q4: 125,395 shares; 2025Q1: 141,154 shares; 2025Q2: 147,790 shares 147,790 $14.9M 5.81% +6,636 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; 2023Q3: restricted; 2023Q4: 22,165 shares; 2024Q1: 24,089 shares; 2024Q2: 23,763 shares; 2024Q3: 24,227 shares; 2024Q4: 24,211 shares; 2025Q1: 24,846 shares; 2025Q2: 23,302 shares 23,302 $10.2M 3.99% -1,544 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; 2023Q3: restricted; 2023Q4: 25,541 shares; 2024Q1: 26,254 shares; 2024Q2: 27,445 shares; 2024Q3: 29,823 shares; 2024Q4: 31,750 shares; 2025Q1: 31,799 shares; 2025Q2: 30,694 shares 30,694 $8.59M 3.35% -1,105 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 60,056 shares; 2024Q1: 60,271 shares; 2024Q2: 73,190 shares; 2024Q3: 73,376 shares; 2024Q4: 73,930 shares; 2025Q1: 76,440 shares; 2025Q2: 78,944 shares 78,944 $7.11M 2.78% +2,504 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 143,887 shares; 2024Q1: 140,116 shares; 2024Q2: 140,921 shares; 2024Q3: 139,842 shares; 2024Q4: 137,283 shares; 2025Q1: 137,037 shares; 2025Q2: 134,700 shares 134,700 $6.86M 2.68% -2,337 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 8,751 shares; 2024Q1: 9,690 shares; 2024Q2: 14,665 shares; 2024Q3: 15,992 shares; 2024Q4: 18,632 shares; 2025Q1: 19,452 shares; 2025Q2: 21,369 shares 21,369 $6.49M 2.53% +1,917 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; 2023Q3: restricted; 2023Q4: 20,227 shares; 2024Q1: 20,427 shares; 2024Q2: 20,427 shares; 2024Q3: 20,427 shares; 2024Q4: 20,427 shares; 2025Q1: 20,427 shares; 2025Q2: 20,427 shares 20,427 $6.39M 2.49% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 66,983 shares; 2024Q1: 65,250 shares; 2024Q2: 61,754 shares; 2024Q3: 60,485 shares; 2024Q4: 62,289 shares; 2025Q1: 62,392 shares; 2025Q2: 63,897 shares 63,897 $6M 2.34% +1,505 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 107,470 shares; 2024Q1: 112,722 shares; 2024Q2: 116,586 shares; 2024Q3: 129,481 shares; 2024Q4: 263,124 shares; 2025Q1: 262,559 shares; 2025Q2: 264,940 shares 264,940 $5.86M 2.29% +2,381 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 141,627 shares; 2024Q1: 139,229 shares; 2024Q2: 138,117 shares; 2024Q3: 144,924 shares; 2024Q4: 134,875 shares; 2025Q1: 133,244 shares; 2025Q2: 126,108 shares 126,108 $5.37M 2.1% -7,136 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 84,473 shares; 2024Q1: 85,794 shares; 2024Q2: 83,653 shares; 2024Q3: 83,754 shares; 2024Q4: 82,154 shares; 2025Q1: 81,934 shares; 2025Q2: 81,834 shares 81,834 $5.2M 2.03% -100 Timeline QVAL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 101,499 shares; 2024Q1: 107,498 shares; 2024Q2: 113,160 shares; 2024Q3: 113,439 shares; 2024Q4: 114,444 shares; 2025Q1: 108,714 shares; 2025Q2: 106,331 shares 106,331 $4.68M 1.83% -2,383 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 83,061 shares; 2024Q1: 86,254 shares; 2024Q2: 93,197 shares; 2024Q3: 93,506 shares; 2024Q4: 97,061 shares; 2025Q1: 99,348 shares; 2025Q2: 102,419 shares 102,419 $3.47M 1.35% +3,071 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 12,401 shares; 2024Q1: 12,111 shares; 2024Q2: 12,438 shares; 2024Q3: 13,934 shares; 2024Q4: 14,523 shares; 2025Q1: 14,630 shares; 2025Q2: 14,590 shares 14,590 $3.46M 1.35% -40 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; 2023Q3: restricted; 2023Q4: 24,463 shares; 2024Q1: 23,097 shares; 2024Q2: 22,341 shares; 2024Q3: 22,436 shares; 2024Q4: 22,482 shares; 2025Q1: 21,518 shares; 2025Q2: 17,661 shares 17,661 $3.44M 1.34% -3,857 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 10,275 shares; 2024Q1: 24,552 shares; 2024Q2: 43,157 shares; 2024Q3: 44,065 shares; 2024Q4: 48,545 shares; 2025Q1: 50,061 shares; 2025Q2: 49,514 shares 49,514 $3.32M 1.3% -547 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; 2023Q3: restricted; 2023Q4: 13,345 shares; 2024Q1: 13,605 shares; 2024Q2: 13,605 shares; 2024Q3: 13,675 shares; 2024Q4: 13,705 shares; 2025Q1: 13,905 shares; 2025Q2: 13,905 shares 13,905 $3.1M 1.21% 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; 2023Q3: restricted; 2023Q4: 1,422 shares; 2024Q1: 1,454 shares; 2024Q2: 1,454 shares; 2024Q3: 1,454 shares; 2024Q4: 1,464 shares; 2025Q1: 1,464 shares; 2025Q2: 1,464 shares 1,464 $2.93M 1.14% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 4,714 shares; 2024Q1: 4,744 shares; 2024Q2: 4,627 shares; 2024Q3: 4,569 shares; 2024Q4: 4,666 shares; 2025Q1: 4,555 shares; 2025Q2: 4,558 shares 4,558 $2.83M 1.1% +3 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 7,717 shares; 2024Q1: 7,995 shares; 2024Q2: 7,995 shares; 2024Q3: 7,817 shares; 2024Q4: 7,817 shares; 2025Q1: 7,727 shares; 2025Q2: 7,727 shares 7,727 $2.74M 1.07% 0 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 38,536 shares; 2024Q1: 37,973 shares; 2024Q2: 38,833 shares; 2024Q3: 48,385 shares; 2024Q4: 103,939 shares; 2025Q1: 103,050 shares; 2025Q2: 99,758 shares 99,758 $2.5M 0.97% -3,292 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 7,571 shares; 2024Q1: 7,575 shares; 2024Q2: 7,579 shares; 2024Q3: 7,583 shares; 2024Q4: 7,583 shares; 2025Q1: 7,583 shares; 2025Q2: 7,583 shares 7,583 $2.33M 0.91% 0 Timeline SPEM 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; 2023Q3: restricted; 2023Q4: 50,006 shares; 2024Q1: 50,650 shares; 2024Q2: 49,320 shares; 2024Q3: 52,474 shares; 2024Q4: 53,221 shares; 2025Q1: 52,888 shares; 2025Q2: 51,652 shares 51,652 $2.21M 0.86% -1,236 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 46,007 shares; 2024Q1: 44,505 shares; 2024Q2: 36,248 shares; 2024Q3: 36,034 shares; 2024Q4: 31,669 shares; 2025Q1: 29,207 shares; 2025Q2: 29,189 shares 29,189 $2.19M 0.86% -18 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 36,061 shares; 2024Q1: 36,743 shares; 2024Q2: 44,444 shares; 2024Q3: 44,447 shares; 2024Q4: 42,802 shares; 2025Q1: 41,422 shares; 2025Q2: 41,413 shares 41,413 $2.11M 0.82% -9 Timeline VSS 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; 2023Q3: restricted; 2023Q4: 19,377 shares; 2024Q1: 18,487 shares; 2024Q2: 17,012 shares; 2024Q3: 16,885 shares; 2024Q4: 16,843 shares; 2025Q1: 16,125 shares; 2025Q2: 15,584 shares 15,584 $2.09M 0.82% -541 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 27,872 shares; 2024Q1: 27,293 shares; 2024Q2: 26,506 shares; 2024Q3: 26,360 shares; 2024Q4: 26,389 shares; 2025Q1: 29,277 shares; 2025Q2: 27,153 shares 27,153 $2M 0.78% -2,124 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 40,130 shares; 2024Q1: 48,389 shares; 2024Q2: 54,412 shares; 2024Q3: 54,419 shares; 2024Q4: 57,697 shares; 2025Q1: 60,945 shares; 2025Q2: 64,386 shares 64,386 $1.91M 0.75% +3,441 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 10,113 shares; 2024Q1: 10,328 shares; 2024Q2: 10,328 shares; 2024Q3: 10,328 shares; 2024Q4: 10,329 shares; 2025Q1: 10,249 shares; 2025Q2: 10,449 shares 10,449 $1.84M 0.72% +200 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 16,534 shares; 2024Q1: 16,534 shares; 2024Q2: 16,522 shares; 2024Q3: 16,702 shares; 2024Q4: 18,163 shares; 2025Q1: 17,999 shares; 2025Q2: 17,938 shares 17,938 $1.82M 0.71% -61 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 30,470 shares; 2024Q1: 28,339 shares; 2024Q2: 27,783 shares; 2024Q3: 27,783 shares; 2024Q4: 27,783 shares; 2025Q1: 27,783 shares; 2025Q2: 27,783 shares 27,783 $1.63M 0.64% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 16,142 shares; 2024Q1: 16,326 shares; 2024Q2: 16,727 shares; 2024Q3: 17,779 shares; 2024Q4: 18,321 shares; 2025Q1: 19,594 shares; 2025Q2: 23,575 shares 23,575 $1.63M 0.64% +3,981 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 19,973 shares; 2024Q1: 19,941 shares; 2024Q2: 15,866 shares; 2024Q3: 15,991 shares; 2024Q4: 16,198 shares; 2025Q1: 15,998 shares; 2025Q2: 18,436 shares 18,436 $1.55M 0.6% +2,438 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,000 shares; 2024Q3: 3,000 shares; 2024Q4: 6,400 shares; 2025Q1: 9,800 shares; 2025Q2: 14,900 shares 14,900 $1.5M 0.59% +5,100 Timeline EWX 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; 2023Q3: restricted; 2023Q4: 26,933 shares; 2024Q1: 26,509 shares; 2024Q2: 26,989 shares; 2024Q3: 27,758 shares; 2024Q4: 26,938 shares; 2025Q1: 26,200 shares; 2025Q2: 24,116 shares 24,116 $1.5M 0.58% -2,084 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; 2023Q3: restricted; 2023Q4: 4,700 shares; 2024Q1: 4,805 shares; 2024Q2: 4,957 shares; 2024Q3: 5,862 shares; 2024Q4: 6,684 shares; 2025Q1: 7,530 shares; 2025Q2: 10,581 shares 10,581 $1.41M 0.55% +3,051 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 13,292 shares; 2024Q1: 31,815 shares; 2024Q2: 41,822 shares; 2024Q3: 50,720 shares; 2024Q4: 52,995 shares; 2025Q1: 40,540 shares; 2025Q2: 44,619 shares 44,619 $1.31M 0.51% +4,079 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 36,932 shares; 2024Q1: 37,694 shares; 2024Q2: 36,989 shares; 2024Q3: 47,574 shares; 2024Q4: 50,512 shares; 2025Q1: 46,267 shares; 2025Q2: 44,786 shares 44,786 $1.31M 0.51% -1,481 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 9,300 shares; 2024Q1: 9,200 shares; 2024Q2: 9,200 shares; 2024Q3: 9,217 shares; 2024Q4: 9,217 shares; 2025Q1: 7,273 shares; 2025Q2: 7,500 shares 7,500 $1.22M 0.48% +227 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 10,707 shares; 2024Q1: 12,186 shares; 2024Q2: 11,383 shares; 2024Q3: 12,491 shares; 2024Q4: 13,576 shares; 2025Q1: 12,328 shares; 2025Q2: 14,728 shares 14,728 $1.22M 0.48% +2,400 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 10,375 shares; 2024Q1: 11,085 shares; 2024Q2: 11,520 shares; 2024Q3: 11,504 shares; 2024Q4: 10,249 shares; 2025Q1: 9,349 shares; 2025Q2: 9,072 shares 9,072 $1.17M 0.46% -277 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 5,940 shares; 2024Q1: 5,940 shares; 2024Q2: 5,940 shares; 2024Q3: 5,940 shares; 2024Q4: 5,940 shares; 2025Q1: 5,940 shares; 2025Q2: 5,940 shares 5,940 $1.14M 0.44% 0 Timeline MOTI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 45,222 shares; 2024Q1: 43,419 shares; 2024Q2: 40,712 shares; 2024Q3: 34,782 shares; 2024Q4: 34,771 shares; 2025Q1: 31,770 shares; 2025Q2: 31,770 shares 31,770 $1.1M 0.43% 0 Timeline DUSA DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 22,548 shares; 2024Q1: 22,548 shares; 2024Q2: 22,548 shares; 2024Q3: 23,469 shares; 2024Q4: 23,225 shares; 2025Q1: 23,225 shares; 2025Q2: 23,225 shares 23,225 $1.07M 0.42% 0 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 3,546 shares; 2024Q2: 6,367 shares; 2024Q3: 8,016 shares; 2024Q4: 12,545 shares; 2025Q1: 12,591 shares; 2025Q2: 15,554 shares 15,554 $1.04M 0.41% +2,963 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 26,964 shares; 2024Q1: 27,099 shares; 2024Q2: 27,099 shares; 2024Q3: 27,477 shares; 2024Q4: 26,850 shares; 2025Q1: 26,850 shares; 2025Q2: 26,850 shares 26,850 $1.02M 0.4% 0 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; 2023Q3: restricted; 2023Q4: 4,180 shares; 2024Q1: 4,180 shares; 2024Q2: 4,390 shares; 2024Q3: 4,730 shares; 2024Q4: 5,710 shares; 2025Q1: 5,710 shares; 2025Q2: 5,732 shares 5,732 $1.01M 0.4% +22 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 2,928 shares; 2024Q1: 14,506 shares; 2024Q2: 14,498 shares; 2024Q3: 14,548 shares; 2024Q4: 14,595 shares; 2025Q1: 16,263 shares; 2025Q2: 16,103 shares 16,103 $999K 0.39% -160 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 232 shares; 2024Q1: 645 shares; 2024Q2: 555 shares; 2024Q3: 691 shares; 2024Q4: 691 shares; 2025Q1: 1,903 shares; 2025Q2: 1,903 shares 1,903 $947K 0.37% 0 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 21,676 shares; 2024Q1: 21,318 shares; 2024Q2: 19,671 shares; 2024Q3: 23,155 shares; 2024Q4: 23,283 shares; 2025Q1: 20,892 shares; 2025Q2: 20,325 shares 20,325 $942K 0.37% -567 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 9,905 shares; 2024Q1: 5,179 shares; 2024Q2: 4,283 shares; 2024Q3: 4,230 shares; 2024Q4: 4,230 shares; 2025Q1: 4,118 shares; 2025Q2: 3,861 shares 3,861 $928K 0.36% -257 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 7,185 shares; 2024Q1: 7,200 shares; 2024Q2: 7,223 shares; 2024Q3: 7,239 shares; 2024Q4: 7,262 shares; 2025Q1: 6,845 shares; 2025Q2: 10,954 shares 10,954 $878K 0.34% +4,109 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 27,297 shares; 2024Q1: 26,295 shares; 2024Q2: 22,031 shares; 2024Q3: 21,852 shares; 2024Q4: 21,451 shares; 2025Q1: 15,869 shares; 2025Q2: 12,924 shares 12,924 $812K 0.32% -2,945 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 6,668 shares; 2024Q1: 6,668 shares; 2024Q2: 6,668 shares; 2024Q3: 8,868 shares; 2024Q4: 16,898 shares; 2025Q1: 16,898 shares; 2025Q2: 16,898 shares 16,898 $811K 0.32% 0 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 14,098 shares; 2024Q1: 26,096 shares; 2024Q2: 28,572 shares; 2024Q3: 31,114 shares; 2024Q4: 32,314 shares; 2025Q1: 29,904 shares; 2025Q2: 26,740 shares 26,740 $787K 0.31% -3,164 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; 2023Q3: restricted; 2023Q4: 15,032 shares; 2024Q1: 15,037 shares; 2024Q2: 14,801 shares; 2024Q3: 14,805 shares; 2024Q4: 14,810 shares; 2025Q1: 14,814 shares; 2025Q2: 14,818 shares 14,818 $776K 0.3% +4 Timeline ANSYS INC COM ANSYS INC COM More: the full row for ANSYS INC COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 2,282 shares; 2024Q1: 2,252 shares; 2024Q2: 2,252 shares; 2024Q3: 2,252 shares; 2024Q4: 2,300 shares; 2025Q1: 2,300 shares; 2025Q2: 2,200 shares 2,200 $773K 0.3% -100 COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 11,000 shares; 2024Q1: 11,000 shares; 2024Q2: 11,000 shares; 2024Q3: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares 11,000 $760K 0.3% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 4,669 shares; 2024Q1: 4,166 shares; 2024Q2: 4,166 shares; 2024Q3: 4,166 shares; 2024Q4: 3,846 shares; 2025Q1: 3,846 shares; 2025Q2: 3,846 shares 3,846 $754K 0.29% 0 Timeline SPDW 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; 2023Q3: restricted; 2023Q4: 28,038 shares; 2024Q1: 25,733 shares; 2024Q2: 26,536 shares; 2024Q3: 26,989 shares; 2024Q4: 28,901 shares; 2025Q1: 27,917 shares; 2025Q2: 18,523 shares 18,523 $750K 0.29% -9,394 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 3,382 shares; 2024Q1: 2,453 shares; 2024Q2: 3,530 shares; 2024Q3: 3,534 shares; 2024Q4: 3,580 shares; 2025Q1: 3,583 shares; 2025Q2: 3,583 shares 3,583 $733K 0.29% 0 Timeline 1/100 Berkshire Hath A 1/100 Berkshire Hath A More: the full row for 1/100 Berkshire Hath A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 1 shares; 2025Q2: 1 shares 1 $726K 0.28% 0 DINT DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 50,515 shares; 2024Q1: 36,291 shares; 2024Q2: 36,309 shares; 2024Q3: 36,309 shares; 2024Q4: 38,903 shares; 2025Q1: 36,603 shares; 2025Q2: 27,803 shares 27,803 $719K 0.28% -8,800 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 380 shares; 2024Q1: 380 shares; 2024Q2: 380 shares; 2024Q3: 380 shares; 2024Q4: 380 shares; 2025Q1: 380 shares; 2025Q2: 380 shares 380 $676K 0.26% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 3,275 shares; 2024Q1: 3,285 shares; 2024Q2: 3,135 shares; 2024Q3: 3,135 shares; 2024Q4: 2,860 shares; 2025Q1: 2,860 shares; 2025Q2: 2,860 shares 2,860 $645K 0.25% 0 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 19,970 shares; 2024Q1: 18,391 shares; 2024Q2: 14,767 shares; 2024Q3: 14,509 shares; 2024Q4: 14,024 shares; 2025Q1: 12,274 shares; 2025Q2: 11,403 shares 11,403 $630K 0.25% -871 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; 2023Q3: restricted; 2023Q4: 92 shares; 2024Q1: 105 shares; 2024Q2: 105 shares; 2024Q3: 102 shares; 2024Q4: 102 shares; 2025Q1: 102 shares; 2025Q2: 102 shares 102 $582K 0.23% 0 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 2,000 shares; 2024Q1: 2,000 shares; 2024Q2: 2,000 shares; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares 2,000 $567K 0.22% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 4,758 shares; 2024Q1: 4,739 shares; 2024Q2: 4,763 shares; 2024Q3: 5,270 shares; 2024Q4: 5,279 shares; 2025Q1: 5,329 shares; 2025Q2: 5,182 shares 5,182 $566K 0.22% -147 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 4,800 shares; 2024Q1: 4,800 shares; 2024Q2: 8,070 shares; 2024Q3: 9,080 shares; 2024Q4: 13,199 shares; 2025Q1: 13,199 shares; 2025Q2: 13,199 shares 13,199 $558K 0.22% 0 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 9,081 shares; 2024Q1: 9,307 shares; 2024Q2: 9,513 shares; 2024Q3: 9,540 shares; 2024Q4: 9,905 shares; 2025Q1: 9,591 shares; 2025Q2: 9,811 shares 9,811 $497K 0.19% +220 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 7,075 shares; 2024Q1: 7,094 shares; 2024Q2: 7,075 shares; 2024Q3: 7,075 shares; 2024Q4: 7,075 shares; 2025Q1: 7,075 shares; 2025Q2: 6,075 shares 6,075 $493K 0.19% -1,000 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; 2023Q3: restricted; 2023Q4: 5,230 shares; 2024Q1: 5,200 shares; 2024Q2: 5,230 shares; 2024Q3: 5,230 shares; 2024Q4: 5,330 shares; 2025Q1: 5,430 shares; 2025Q2: 5,200 shares 5,200 $478K 0.19% -230 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 4,754 shares; 2024Q1: 4,394 shares; 2024Q2: 3,960 shares; 2024Q3: 4,030 shares; 2024Q4: 4,030 shares; 2025Q1: 4,030 shares; 2025Q2: 4,000 shares 4,000 $476K 0.19% -30 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 3,600 shares; 2024Q1: 3,600 shares; 2024Q2: 3,600 shares; 2024Q3: 3,600 shares; 2024Q4: 3,400 shares; 2025Q1: 3,400 shares; 2025Q2: 3,400 shares 3,400 $464K 0.18% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 900 shares; 2024Q1: 900 shares; 2024Q2: 900 shares; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares 900 $457K 0.18% 0 Timeline NSRGY NESTLE SA-SPONS ADR More: the full row for NESTLE SA-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 4,500 shares; 2024Q1: 4,500 shares; 2024Q2: 4,640 shares; 2024Q3: 4,640 shares; 2024Q4: 4,670 shares; 2025Q1: 4,690 shares; 2025Q2: 4,790 shares 4,790 $447K 0.17% +100 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 5,865 shares; 2024Q2: 5,715 shares; 2024Q3: 5,715 shares; 2024Q4: 5,825 shares; 2025Q1: 5,725 shares; 2025Q2: 6,649 shares 6,649 $415K 0.16% +924 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 356 shares; 2024Q2: 356 shares; 2024Q3: 1,179 shares; 2024Q4: 9,394 shares; 2025Q1: 9,320 shares; 2025Q2: 9,320 shares 9,320 $403K 0.16% 0 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 421 shares; 2024Q1: 1,841 shares; 2024Q2: 1,841 shares; 2024Q3: 1,800 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 1,871 shares 1,871 $384K 0.15% -129 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,840 shares; 2024Q4: 2,840 shares; 2025Q1: 2,840 shares; 2025Q2: 2,840 shares 2,840 $384K 0.15% 0 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; 2023Q3: restricted; 2023Q4: 3,175 shares; 2024Q1: 3,175 shares; 2024Q2: 3,175 shares; 2024Q3: 3,175 shares; 2024Q4: 3,175 shares; 2025Q1: 3,075 shares; 2025Q2: 3,075 shares 3,075 $381K 0.15% 0 Timeline DIAGEO PLC DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 3,560 shares; 2024Q1: 3,460 shares; 2024Q2: 3,460 shares; 2024Q3: 3,460 shares; 2024Q4: 3,460 shares; 2025Q1: 3,460 shares; 2025Q2: 3,460 shares 3,460 $365K 0.14% 0 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; 2023Q3: restricted; 2023Q4: 5,798 shares; 2024Q1: 5,796 shares; 2024Q2: 8,857 shares; 2024Q3: 8,306 shares; 2024Q4: 8,360 shares; 2025Q1: 7,944 shares; 2025Q2: 7,368 shares 7,368 $364K 0.14% -576 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 3,452 shares; 2024Q2: 3,452 shares; 2024Q3: 3,452 shares; 2024Q4: 6,335 shares; 2025Q1: 6,335 shares; 2025Q2: 9,945 shares 9,945 $356K 0.14% +3,610 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 154 shares; 2024Q1: 106 shares; 2024Q2: 99 shares; 2024Q3: 98 shares; 2024Q4: 92 shares; 2025Q1: 3,293 shares; 2025Q2: 3,293 shares 3,293 $350K 0.14% 0 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 3,279 shares; 2024Q1: 3,284 shares; 2024Q2: 3,284 shares; 2024Q3: 3,292 shares; 2024Q4: 3,309 shares; 2025Q1: 3,317 shares; 2025Q2: 3,325 shares 3,325 $349K 0.14% +8 Timeline ROUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 6,146 shares; 2024Q1: 6,336 shares; 2024Q2: 6,336 shares; 2024Q3: 6,331 shares; 2024Q4: 6,299 shares; 2025Q1: 6,200 shares; 2025Q2: 6,200 shares 6,200 $333K 0.13% 0 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 753 shares; 2024Q1: 4,028 shares; 2024Q2: 4,028 shares; 2024Q3: 4,028 shares; 2024Q4: 4,028 shares; 2025Q1: 3,903 shares; 2025Q2: 3,903 shares 3,903 $323K 0.13% 0 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 7,348 shares; 2024Q3: 7,348 shares; 2024Q4: 7,348 shares; 2025Q1: 7,348 shares; 2025Q2: 7,348 shares 7,348 $311K 0.12% 0 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 7,354 shares; 2024Q1: 6,898 shares; 2024Q2: 6,133 shares; 2024Q3: 6,133 shares; 2024Q4: 6,100 shares; 2025Q1: 6,100 shares; 2025Q2: 6,100 shares 6,100 $292K 0.11% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 10,000 shares; 2024Q1: 12,000 shares; 2024Q2: 12,000 shares; 2024Q3: 12,000 shares; 2024Q4: 11,225 shares; 2025Q1: 11,225 shares; 2025Q2: 11,225 shares 11,225 $285K 0.11% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 846 shares; 2024Q1: 676 shares; 2024Q2: 676 shares; 2024Q3: 601 shares; 2024Q4: 601 shares; 2025Q1: 500 shares; 2025Q2: 500 shares 500 $282K 0.11% 0 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; 2023Q3: restricted; 2023Q4: 4,246 shares; 2024Q1: 3,377 shares; 2024Q2: 4,082 shares; 2024Q3: 5,210 shares; 2024Q4: 3,328 shares; 2025Q1: 4,375 shares; 2025Q2: 4,052 shares 4,052 $280K 0.11% -323 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 4,162 shares; 2024Q1: 2,850 shares; 2024Q2: 2,796 shares; 2024Q3: 2,900 shares; 2024Q4: 2,900 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares 3,000 $275K 0.11% 0 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 8,292 shares; 2024Q1: 8,292 shares; 2024Q2: 8,292 shares; 2024Q3: 8,292 shares; 2024Q4: 8,292 shares; 2025Q1: 8,092 shares; 2025Q2: 7,992 shares 7,992 $273K 0.11% -100 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 687 shares; 2024Q1: 714 shares; 2024Q2: 777 shares; 2024Q3: 811 shares; 2024Q4: 855 shares; 2025Q1: 921 shares; 2025Q2: 921 shares 921 $263K 0.1% 0 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; 2023Q3: restricted; 2023Q4: 2,670 shares; 2024Q1: 1,610 shares; 2024Q2: 1,442 shares; 2024Q3: 1,442 shares; 2024Q4: 1,442 shares; 2025Q1: 1,442 shares; 2025Q2: 1,442 shares 1,442 $262K 0.1% 0 Timeline MFEM PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 37,026 shares; 2024Q1: 27,389 shares; 2024Q2: 21,673 shares; 2024Q3: 20,093 shares; 2024Q4: 14,769 shares; 2025Q1: 11,983 shares; 2025Q2: 12,020 shares 12,020 $254K 0.1% +37 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; 2023Q3: restricted; 2023Q4: 1,250 shares; 2024Q1: 1,250 shares; 2024Q2: 1,250 shares; 2024Q3: 1,250 shares; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares 1,250 $247K 0.1% 0 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 9,097 shares; 2024Q1: 9,687 shares; 2024Q2: 9,822 shares; 2024Q3: 9,822 shares; 2024Q4: 5,392 shares; 2025Q1: 5,392 shares; 2025Q2: 5,321 shares 5,321 $230K 0.09% -71 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 1,400 shares; 2024Q1: 1,400 shares; 2024Q2: 1,515 shares; 2024Q3: 1,740 shares; 2024Q4: 1,514 shares; 2025Q1: 1,514 shares; 2025Q2: 1,514 shares 1,514 $226K 0.09% 0 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; 2023Q3: restricted; 2023Q4: 2,673 shares; 2024Q1: 2,673 shares; 2024Q2: 2,311 shares; 2024Q3: 2,311 shares; 2024Q4: 2,311 shares; 2025Q1: 2,311 shares; 2025Q2: 2,311 shares 2,311 $216K 0.08% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 3,709 shares; 2024Q1: 3,900 shares; 2024Q2: 4,156 shares; 2024Q3: 4,384 shares; 2024Q4: 9,346 shares; 2025Q1: 9,065 shares; 2025Q2: 8,273 shares 8,273 $209K 0.08% -792 Timeline ROSC LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 4,838 shares; 2024Q1: 4,850 shares; 2024Q2: 4,850 shares; 2024Q3: 4,875 shares; 2024Q4: 4,800 shares; 2025Q1: 4,813 shares; 2025Q2: 4,827 shares 4,827 $202K 0.08% +14 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 2,580 shares; 2024Q1: 2,580 shares; 2024Q2: 2,580 shares; 2024Q3: 2,580 shares; 2024Q4: 2,580 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares 2,000 $198K 0.08% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 2,012 shares; 2024Q1: 2,013 shares; 2024Q2: 2,027 shares; 2024Q3: 2,105 shares; 2024Q4: 2,102 shares; 2025Q1: 2,211 shares; 2025Q2: 1,766 shares 1,766 $185K 0.07% -445 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,180 shares; 2025Q2: 1,852 shares 1,852 $184K 0.07% +672 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,260 shares; 2024Q3: 2,260 shares; 2024Q4: 2,260 shares; 2025Q1: 2,260 shares; 2025Q2: 2,260 shares 2,260 $179K 0.07% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 363 shares; 2024Q1: 615 shares; 2024Q2: 617 shares; 2024Q3: 619 shares; 2024Q4: 621 shares; 2025Q1: 623 shares; 2025Q2: 625 shares 625 $160K 0.06% +2 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 103 shares; 2024Q1: 103 shares; 2024Q2: 103 shares; 2024Q3: 103 shares; 2024Q4: 103 shares; 2025Q1: 103 shares; 2025Q2: 103 shares 103 $137K 0.05% 0 Timeline DFNL DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 3,125 shares; 2024Q1: 3,125 shares; 2024Q2: 3,125 shares; 2024Q3: 3,125 shares; 2024Q4: 3,125 shares; 2025Q1: 3,125 shares; 2025Q2: 3,125 shares 3,125 $134K 0.05% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,601 shares; 2025Q2: 1,601 shares 1,601 $134K 0.05% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 420 shares; 2024Q1: 420 shares; 2024Q2: 420 shares; 2024Q3: 420 shares; 2024Q4: 420 shares; 2025Q1: 420 shares; 2025Q2: 420 shares 420 $122K 0.05% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,694 shares; 2024Q3: 1,694 shares; 2024Q4: 1,694 shares; 2025Q1: 1,653 shares; 2025Q2: 1,653 shares 1,653 $120K 0.05% 0 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 2,180 shares; 2024Q1: 2,180 shares; 2024Q2: 2,180 shares; 2024Q3: 2,180 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares 2,000 $120K 0.05% 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; 2023Q3: restricted; 2023Q4: 645 shares; 2024Q1: 645 shares; 2024Q2: 645 shares; 2024Q3: 645 shares; 2024Q4: 700 shares; 2025Q1: 800 shares; 2025Q2: 1,000 shares 1,000 $119K 0.05% +200 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 4,450 shares; 2024Q1: 4,450 shares; 2024Q2: 4,470 shares; 2024Q3: 4,470 shares; 2024Q4: 4,470 shares; 2025Q1: 4,470 shares; 2025Q2: 3,600 shares 3,600 $118K 0.05% -870 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 1,471 shares; 2024Q1: 1,423 shares; 2024Q2: 1,337 shares; 2024Q3: 1,506 shares; 2024Q4: 4,518 shares; 2025Q1: 4,518 shares; 2025Q2: 4,576 shares 4,576 $112K 0.04% +58 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 258 shares; 2024Q4: 516 shares; 2025Q1: 516 shares; 2025Q2: 516 shares 516 $106K 0.04% 0 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; 2023Q3: restricted; 2023Q4: 131 shares; 2024Q1: 977 shares; 2024Q2: 978 shares; 2024Q3: 980 shares; 2024Q4: 552 shares; 2025Q1: 553 shares; 2025Q2: 554 shares 554 $104K 0.04% +1 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 760 shares; 2024Q1: 960 shares; 2024Q2: 960 shares; 2024Q3: 960 shares; 2024Q4: 960 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares 1,000 $98.7K 0.04% 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; 2023Q3: restricted; 2023Q4: 1,546 shares; 2024Q1: 1,546 shares; 2024Q2: 1,546 shares; 2024Q3: 1,546 shares; 2024Q4: 1,810 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares 2,000 $97.7K 0.04% 0 Timeline GHC GRAHAM HLDGS CO More: the full row for GRAHAM HLDGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares 100 $94.6K 0.04% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 303 shares; 2024Q4: 303 shares; 2025Q1: 303 shares; 2025Q2: 303 shares 303 $90.9K 0.04% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 15 shares; 2024Q2: 150 shares; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 404 shares; 2025Q2: 563 shares 563 $88.9K 0.03% +159 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 836 shares; 2024Q4: 836 shares; 2025Q1: 836 shares; 2025Q2: 836 shares 836 $88.4K 0.03% 0 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 3,715 shares; 2024Q1: 4,045 shares; 2024Q2: 3,545 shares; 2024Q3: 3,945 shares; 2024Q4: 3,815 shares; 2025Q1: 940 shares; 2025Q2: 840 shares 840 $84.7K 0.03% -100 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 190 shares; 2024Q1: 190 shares; 2024Q2: 258 shares; 2024Q3: 258 shares; 2024Q4: 218 shares; 2025Q1: 238 shares; 2025Q2: 262 shares 262 $83.2K 0.03% +24 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 832 shares; 2024Q1: 832 shares; 2024Q2: 832 shares; 2024Q3: 832 shares; 2024Q4: 832 shares; 2025Q1: 832 shares; 2025Q2: 832 shares 832 $75.7K 0.03% 0 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 2,035 shares 2,035 $69.7K 0.03% +1,810 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 250 shares; 2024Q1: 280 shares; 2024Q2: 280 shares; 2024Q3: 280 shares; 2024Q4: 280 shares; 2025Q1: 280 shares; 2025Q2: 280 shares 280 $67.2K 0.03% 0 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,566 shares; 2024Q3: 1,566 shares; 2024Q4: 1,566 shares; 2025Q1: 1,530 shares; 2025Q2: 1,530 shares 1,530 $65.2K 0.03% 0 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 90 shares; 2024Q2: 90 shares; 2024Q3: 79 shares; 2024Q4: 79 shares; 2025Q1: 86 shares; 2025Q2: 86 shares 86 $63.5K 0.02% 0 Timeline PRNDY PERNOD RICARD S A More: the full row for PERNOD RICARD S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 2,000 shares; 2024Q1: 2,000 shares; 2024Q2: 2,000 shares; 2024Q3: 2,100 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,650 shares 2,650 $61K 0.02% +150 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,179 shares; 2024Q4: 1,179 shares; 2025Q1: 1,179 shares; 2025Q2: 1,179 shares 1,179 $58.9K 0.02% 0 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares 200 $58K 0.02% 0 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 786 shares; 2024Q4: 786 shares; 2025Q1: 786 shares; 2025Q2: 786 shares 786 $57.7K 0.02% 0 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 743 shares; 2024Q3: 743 shares; 2024Q4: 743 shares; 2025Q1: 723 shares; 2025Q2: 723 shares 723 $57.6K 0.02% 0 Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 10,708 shares; 2024Q1: 10,708 shares; 2024Q2: 10,708 shares; 2024Q3: 10,708 shares; 2024Q4: 10,708 shares; 2025Q1: 10,708 shares; 2025Q2: 10,708 shares 10,708 $56.1K 0.02% 0 Timeline IVAL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 13,633 shares; 2024Q1: 14,419 shares; 2024Q2: 14,637 shares; 2024Q3: 10,415 shares; 2024Q4: 10,497 shares; 2025Q1: 10,419 shares; 2025Q2: 2,000 shares 2,000 $55.8K 0.02% -8,419 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 779 shares; 2024Q2: 950 shares; 2024Q3: 950 shares; 2024Q4: 1,075 shares; 2025Q1: 1,075 shares; 2025Q2: 2,335 shares 2,335 $54.8K 0.02% +1,260 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 480 shares; 2024Q4: 480 shares; 2025Q1: 480 shares; 2025Q2: 480 shares 480 $54.2K 0.02% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 72 shares; 2024Q1: 72 shares; 2024Q2: 80 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares 100 $53.1K 0.02% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 250 shares; 2024Q2: 250 shares; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares 250 $51.9K 0.02% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares 300 $51.7K 0.02% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 550 shares; 2024Q2: 550 shares; 2024Q3: 550 shares; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 550 shares 550 $50.1K 0.02% 0 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 88 shares; 2024Q1: 440 shares; 2024Q2: 440 shares; 2024Q3: 440 shares; 2024Q4: 440 shares; 2025Q1: 440 shares; 2025Q2: 440 shares 440 $48.2K 0.02% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 100 shares; 2024Q3: 90 shares; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 90 shares 90 $47.2K 0.02% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 162 shares; 2024Q4: 163 shares; 2025Q1: 163 shares; 2025Q2: 164 shares 164 $44.7K 0.02% +1 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 281 shares; 2024Q4: 281 shares; 2025Q1: 281 shares; 2025Q2: 281 shares 281 $44.3K 0.02% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 232 shares; 2024Q4: 232 shares; 2025Q1: 232 shares; 2025Q2: 232 shares 232 $43.1K 0.02% 0 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 144 shares; 2024Q4: 144 shares; 2025Q1: 144 shares; 2025Q2: 144 shares 144 $42.4K 0.02% 0 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares 1,000 $42.1K 0.02% new Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 257 shares; 2024Q4: 257 shares; 2025Q1: 257 shares; 2025Q2: 257 shares 257 $41.5K 0.02% 0 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 304 shares; 2024Q4: 304 shares; 2025Q1: 304 shares; 2025Q2: 304 shares 304 $41.3K 0.02% 0 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 617 shares; 2024Q4: 617 shares; 2025Q1: 617 shares; 2025Q2: 617 shares 617 $39.5K 0.02% 0 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 172 shares; 2024Q4: 172 shares; 2025Q1: 172 shares; 2025Q2: 172 shares 172 $38.1K 0.01% 0 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 350 shares; 2024Q1: 350 shares; 2024Q2: 350 shares; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares 350 $36.7K 0.01% 0 Timeline FBRT FRANKLIN BSP RLTY TR INC More: the full row for FRANKLIN BSP RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 3,425 shares; 2024Q2: 3,425 shares; 2024Q3: 3,425 shares; 2024Q4: 3,425 shares; 2025Q1: 3,425 shares; 2025Q2: 3,425 shares 3,425 $36.6K 0.01% 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; 2023Q3: restricted; 2023Q4: 400 shares; 2024Q1: 400 shares; 2024Q2: 1,031 shares; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares 400 $35.6K 0.01% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 105 shares; 2024Q4: 105 shares; 2025Q1: 105 shares; 2025Q2: 105 shares 105 $34.4K 0.01% 0 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,955 shares; 2024Q4: 2,054 shares; 2025Q1: 1,993 shares; 2025Q2: 2,349 shares 2,349 $34.3K 0.01% +356 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 935 shares; 2024Q4: 935 shares; 2025Q1: 935 shares; 2025Q2: 935 shares 935 $33.6K 0.01% 0 Timeline CARG CARGURUS INC More: the full row for CARGURUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 989 shares; 2024Q4: 989 shares; 2025Q1: 989 shares; 2025Q2: 989 shares 989 $33.1K 0.01% 0 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; 2023Q3: restricted; 2023Q4: 60 shares; 2024Q1: 60 shares; 2024Q2: 60 shares; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares 60 $32.6K 0.01% 0 Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 426 shares; 2024Q4: 426 shares; 2025Q1: 426 shares; 2025Q2: 426 shares 426 $32.4K 0.01% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 142 shares; 2024Q1: 142 shares; 2024Q2: 142 shares; 2024Q3: 142 shares; 2024Q4: 142 shares; 2025Q1: 142 shares; 2025Q2: 142 shares 142 $32.2K 0.01% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 788 shares; 2024Q1: 788 shares; 2024Q2: 788 shares; 2024Q3: 605 shares; 2024Q4: 605 shares; 2025Q1: 645 shares; 2025Q2: 563 shares 563 $32.1K 0.01% -82 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 117 shares; 2024Q1: 117 shares; 2024Q2: 117 shares; 2024Q3: 117 shares; 2024Q4: 117 shares; 2025Q1: 117 shares; 2025Q2: 117 shares 117 $31.9K 0.01% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 210 shares; 2024Q2: 210 shares; 2024Q3: 210 shares; 2024Q4: 210 shares; 2025Q1: 210 shares; 2025Q2: 210 shares 210 $30.7K 0.01% 0 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares 100 $29.6K 0.01% 0 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 130 shares; 2025Q1: 615 shares; 2025Q2: 615 shares 615 $29.4K 0.01% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 327 shares 327 $29.2K 0.01% new 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; 2023Q3: restricted; 2023Q4: 204 shares; 2024Q1: 204 shares; 2024Q2: 204 shares; 2024Q3: 204 shares; 2024Q4: 204 shares; 2025Q1: 204 shares; 2025Q2: 204 shares 204 $28.9K 0.01% 0 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,580 shares; 2024Q4: 1,580 shares; 2025Q1: 1,580 shares; 2025Q2: 1,580 shares 1,580 $28.9K 0.01% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 130 shares; 2024Q1: 130 shares; 2024Q2: 131 shares; 2024Q3: 131 shares; 2024Q4: 131 shares; 2025Q1: 131 shares; 2025Q2: 131 shares 131 $28.2K 0.01% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares 100 $27.9K 0.01% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 192 shares; 2024Q1: 192 shares; 2024Q2: 192 shares; 2024Q3: 192 shares; 2024Q4: 192 shares; 2025Q1: 192 shares; 2025Q2: 192 shares 192 $27K 0.01% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares 200 $26.4K 0.01% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 9 shares; 2024Q1: 9 shares; 2024Q2: 9 shares; 2024Q3: 90 shares; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 90 shares 90 $24.8K 0.01% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 206 shares; 2025Q1: 206 shares; 2025Q2: 206 shares 206 $24.3K 0.01% 0 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 2,817 shares; 2024Q1: 2,700 shares; 2024Q2: 2,700 shares; 2024Q3: 2,700 shares; 2024Q4: 2,700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares 700 $24.1K 0.01% 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; 2023Q3: restricted; 2023Q4: 30 shares; 2024Q1: 30 shares; 2024Q2: 30 shares; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares 30 $24K 0.01% 0 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 175 shares; 2024Q2: 75 shares; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares 75 $22.9K 0.01% 0 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 4,500 shares; 2024Q1: 4,500 shares; 2024Q2: 6,500 shares; 2024Q3: 6,500 shares; 2024Q4: 6,500 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares 2,000 $22.6K 0.01% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 102 shares; 2024Q1: 102 shares; 2024Q2: 102 shares; 2024Q3: 102 shares; 2024Q4: 102 shares; 2025Q1: 102 shares; 2025Q2: 102 shares 102 $21.7K 0.01% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 54 shares; 2024Q1: 54 shares; 2024Q2: 54 shares; 2024Q3: 54 shares; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 54 shares 54 $21K 0.01% 0 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; 2023Q3: restricted; 2023Q4: 302 shares; 2024Q1: 302 shares; 2024Q2: 302 shares; 2024Q3: 302 shares; 2024Q4: 302 shares; 2025Q1: 302 shares; 2025Q2: 302 shares 302 $20.8K 0.01% 0 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 274 shares; 2024Q4: 822 shares; 2025Q1: 822 shares; 2025Q2: 822 shares 822 $20.2K 0.01% 0 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 469 shares; 2024Q1: 448 shares; 2024Q2: 423 shares; 2024Q3: 402 shares; 2024Q4: 377 shares; 2025Q1: 355 shares; 2025Q2: 334 shares 334 $19.5K 0.01% -21 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; 2023Q3: restricted; 2023Q4: 431 shares; 2024Q1: 631 shares; 2024Q2: 631 shares; 2024Q3: 631 shares; 2024Q4: 431 shares; 2025Q1: 431 shares; 2025Q2: 431 shares 431 $18.7K 0.01% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 350 shares; 2024Q2: 350 shares; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares 350 $18.5K 0.01% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 230 shares; 2025Q2: 230 shares 230 $17.8K 0.01% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,000 shares; 2024Q3: 5,247 shares; 2024Q4: 14,647 shares; 2025Q1: 7,647 shares; 2025Q2: 347 shares 347 $17K 0.01% -7,300 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares 175 $16.1K 0.01% 0 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 280 shares; 2024Q4: 560 shares; 2025Q1: 560 shares; 2025Q2: 560 shares 560 $16K 0.01% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 225 shares; 2024Q1: 219 shares; 2024Q2: 206 shares; 2024Q3: 206 shares; 2024Q4: 206 shares; 2025Q1: 206 shares; 2025Q2: 206 shares 206 $15.6K 0.01% 0 Timeline SUPN SUPERNUS PHARMACEUTICALS More: the full row for SUPERNUS PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 475 shares; 2024Q4: 475 shares; 2025Q1: 475 shares; 2025Q2: 475 shares 475 $15K 0.01% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 65 shares; 2024Q1: 65 shares; 2024Q2: 65 shares; 2024Q3: 65 shares; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 65 shares 65 $15K 0.01% 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; 2023Q3: restricted; 2023Q4: 15 shares; 2024Q1: 15 shares; 2024Q2: 15 shares; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares 15 $14.8K 0.01% 0 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 665 shares; 2024Q2: 665 shares; 2024Q3: 665 shares; 2024Q4: 665 shares; 2025Q1: 665 shares; 2025Q2: 665 shares 665 $14.4K 0.01% 0 Timeline NDIV AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares 500 $13.9K 0.01% 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 64 shares 64 $13.4K 0.01% new Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 99 shares 99 $13.4K 0.01% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 189 shares; 2024Q1: 189 shares; 2024Q2: 189 shares; 2024Q3: 189 shares; 2024Q4: 189 shares; 2025Q1: 189 shares; 2025Q2: 189 shares 189 $13.3K 0.01% 0 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 555 shares; 2024Q2: 527 shares; 2024Q3: 527 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares 450 $13K 0.01% 0 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 323 shares; 2024Q4: 323 shares; 2025Q1: 323 shares; 2025Q2: 323 shares 323 $12.9K 0.01% 0 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 323 shares 323 $12.7K <0.01% new Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 96 shares 96 $12.2K <0.01% new Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 505 shares; 2024Q4: 505 shares; 2025Q1: 505 shares; 2025Q2: 505 shares 505 $11.8K <0.01% 0 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 205 shares; 2024Q4: 205 shares; 2025Q1: 205 shares; 2025Q2: 205 shares 205 $11.1K <0.01% 0 Timeline HURN HURON CONSULTING GROUP INC More: the full row for HURON CONSULTING GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares 80 $11K <0.01% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 63 shares; 2025Q1: 63 shares; 2025Q2: 63 shares 63 $10.5K <0.01% 0 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 443 shares; 2024Q1: 443 shares; 2024Q2: 443 shares; 2024Q3: 443 shares; 2024Q4: 443 shares; 2025Q1: 443 shares; 2025Q2: 443 shares 443 $10.2K <0.01% 0 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; 2023Q3: restricted; 2023Q4: 1,557 shares; 2024Q1: 2,702 shares; 2024Q2: 2,652 shares; 2024Q3: 4,209 shares; 2024Q4: 2,227 shares; 2025Q1: 110 shares; 2025Q2: 110 shares 110 $9.33K <0.01% 0 Timeline PDSB PDS BIOTECHNOLOGY CORP More: the full row for PDS BIOTECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 7,000 shares; 2024Q2: 7,000 shares; 2024Q3: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares 7,000 $9.31K <0.01% 0 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 560 shares; 2024Q4: 566 shares; 2025Q1: 573 shares; 2025Q2: 581 shares 581 $8.93K <0.01% +8 Timeline TOTALENERGIES SE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 135 shares; 2024Q1: 135 shares; 2024Q2: 135 shares; 2024Q3: 135 shares; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 135 shares 135 $8.29K <0.01% 0 XLP 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 102 shares; 2024Q3: 102 shares; 2024Q4: 102 shares; 2025Q1: 102 shares; 2025Q2: 102 shares 102 $8.26K <0.01% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 78 shares; 2025Q1: 78 shares; 2025Q2: 78 shares 78 $8.09K <0.01% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 124 shares; 2024Q4: 124 shares; 2025Q1: 124 shares; 2025Q2: 124 shares 124 $7.44K <0.01% 0 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 158 shares; 2024Q4: 158 shares; 2025Q1: 158 shares; 2025Q2: 158 shares 158 $6.64K <0.01% 0 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 186 shares; 2024Q2: 186 shares; 2024Q3: 186 shares; 2024Q4: 186 shares; 2025Q1: 186 shares; 2025Q2: 186 shares 186 $6.64K <0.01% 0 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 145 shares; 2024Q4: 145 shares; 2025Q1: 145 shares; 2025Q2: 145 shares 145 $6.13K <0.01% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 400 shares; 2024Q3: 400 shares; 2024Q4: 470 shares; 2025Q1: not reported; 2025Q2: 100 shares 100 $6.12K <0.01% new Timeline SFY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49 shares; 2025Q2: 49 shares 49 $5.79K <0.01% 0 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 77 shares; 2024Q4: 77 shares; 2025Q1: 77 shares; 2025Q2: 77 shares 77 $5.14K <0.01% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 53 shares; 2024Q1: 53 shares; 2024Q2: 53 shares; 2024Q3: 53 shares; 2024Q4: 53 shares; 2025Q1: 53 shares; 2025Q2: 53 shares 53 $4.76K <0.01% 0 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares 100 $3.03K <0.01% 0 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 539 shares; 2024Q1: 550 shares; 2024Q2: 555 shares; 2024Q3: 555 shares; 2024Q4: 1,665 shares; 2025Q1: 1,665 shares; 2025Q2: 99 shares 99 $2.78K <0.01% -1,566 Timeline BNT BROOKFIELD WEALTH SOL LTD More: the full row for BROOKFIELD WEALTH SOL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 52 shares; 2024Q4: 39 shares; 2025Q1: 39 shares; 2025Q2: 39 shares 39 $2.41K <0.01% 0 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; 2023Q3: restricted; 2023Q4: 26 shares; 2024Q1: 26 shares; 2024Q2: 26 shares; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 26 shares 26 $2.38K <0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 117 shares; 2024Q1: 117 shares; 2024Q2: 117 shares; 2024Q3: 1,234 shares; 2024Q4: 117 shares; 2025Q1: 117 shares; 2025Q2: 117 shares 117 $1.27K <0.01% 0 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 35 shares; 2024Q1: 35 shares; 2024Q2: 35 shares; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares 7 $792 <0.01% 0 Timeline NWL NEWELL BRANDS INC More: the full row for NEWELL BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 19 shares; 2024Q1: 19 shares; 2024Q2: 19 shares; 2024Q3: 19 shares; 2024Q4: 19 shares; 2025Q1: 100 shares; 2025Q2: 100 shares 100 $615 <0.01% 0 Timeline WALT DISNEY CO WALT DISNEY CO More: the full row for WALT DISNEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 5 shares; 2024Q1: 5 shares; 2024Q2: 5 shares; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares 5 $610 <0.01% 0 HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 6 shares; 2024Q1: 6 shares; 2024Q2: 6 shares; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 7 shares; 2025Q2: 7 shares 7 $525 <0.01% 0 Timeline MAT MATTEL INC More: the full row for MATTEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 18 shares; 2024Q1: 18 shares; 2024Q2: 18 shares; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: 23 shares; 2025Q2: 23 shares 23 $388 <0.01% 0 Timeline EEMS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 58 shares; 2024Q1: 57 shares; 2024Q2: 57 shares; 2024Q3: 57 shares; 2024Q4: 57 shares; 2025Q1: 57 shares; 2025Q2: 3 shares 3 $195 <0.01% -54 Timeline PARAMOUNT GLOBAL PARAMOUNT GLOBAL More: the full row for PARAMOUNT GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 6 shares; 2024Q1: 6 shares; 2024Q2: 6 shares; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 8 shares; 2025Q2: 8 shares 8 $185 <0.01% 0 NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 10 shares; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares 10 $34 <0.01% 0 Timeline