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: 494,698 shares; 2024Q4: 510,079 shares; 2025Q1: 515,890 shares; 2025Q2: 526,414 shares; 2025Q3: 529,223 shares 529,223 $54.5M 11.86% +2,809 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,654 shares; 2024Q4: 119,333 shares; 2025Q1: 119,333 shares; 2025Q2: 119,333 shares; 2025Q3: 119,383 shares 119,383 $16M 3.48% +50 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,870 shares; 2024Q4: 3,169 shares; 2025Q1: 2,699 shares; 2025Q2: 32,469 shares; 2025Q3: 28,875 shares 28,875 $12.8M 2.79% -3,594 Timeline RDVY 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: 242,768 shares; 2024Q4: 192,074 shares; 2025Q1: 167,108 shares; 2025Q2: 158,580 shares; 2025Q3: 156,653 shares 156,653 $10M 2.18% -1,927 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: 14,636 shares; 2024Q4: 13,931 shares; 2025Q1: 14,989 shares; 2025Q2: 14,015 shares; 2025Q3: 13,163 shares 13,163 $8.81M 1.92% -852 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 123,036 shares; 2025Q3: 151,428 shares 151,428 $8.47M 1.84% +28,392 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: 31,338 shares; 2024Q4: 4,077 shares; 2025Q1: 14,687 shares; 2025Q2: 71,633 shares; 2025Q3: 92,092 shares 92,092 $8.45M 1.84% +20,459 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 864,403 shares; 2024Q4: 226,025 shares; 2025Q1: 683,271 shares; 2025Q2: 582,356 shares; 2025Q3: 382,356 shares 382,356 $8.18M 1.78% -200,000 Timeline PKW 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: 100,315 shares; 2024Q4: 80,538 shares; 2025Q1: 69,638 shares; 2025Q2: 65,461 shares; 2025Q3: 64,552 shares 64,552 $7.79M 1.69% -909 Timeline RWL 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: 114,415 shares; 2024Q4: 93,525 shares; 2025Q1: 80,370 shares; 2025Q2: 75,944 shares; 2025Q3: 75,347 shares 75,347 $7.71M 1.68% -597 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,069 shares; 2024Q4: 14,611 shares; 2025Q1: 13,485 shares; 2025Q2: 12,886 shares; 2025Q3: 11,950 shares 11,950 $7.32M 1.59% -936 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,129 shares; 2024Q4: 78,678 shares; 2025Q1: 75,690 shares; 2025Q2: 63,014 shares; 2025Q3: 61,969 shares 61,969 $7.19M 1.56% -1,045 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: 132,110 shares; 2024Q4: 59,798 shares; 2025Q1: 42,046 shares; 2025Q2: 40,387 shares; 2025Q3: 38,149 shares 38,149 $7.12M 1.55% -2,238 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,952 shares; 2024Q4: 146,930 shares; 2025Q1: 125,862 shares; 2025Q2: 123,141 shares; 2025Q3: 120,037 shares 120,037 $6.23M 1.36% -3,104 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: 26,346 shares; 2024Q4: 23,856 shares; 2025Q1: 24,485 shares; 2025Q2: 25,204 shares; 2025Q3: 24,210 shares 24,210 $6.16M 1.34% -994 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: 61,031 shares; 2024Q4: 60,281 shares; 2025Q1: 60,434 shares; 2025Q2: 59,316 shares; 2025Q3: 53,105 shares 53,105 $5.95M 1.3% -6,211 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: 8,655 shares; 2024Q4: 9,009 shares; 2025Q1: 9,016 shares; 2025Q2: 9,019 shares; 2025Q3: 9,554 shares 9,554 $4.95M 1.08% +535 Timeline YMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264,939 shares; 2024Q4: 197,365 shares; 2025Q1: 171,579 shares; 2025Q2: 165,480 shares; 2025Q3: 164,757 shares 164,757 $4.26M 0.93% -723 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,115 shares; 2024Q4: 46,714 shares; 2025Q1: 45,743 shares; 2025Q2: 41,439 shares; 2025Q3: 40,963 shares 40,963 $4.12M 0.9% -476 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: 18,201 shares; 2024Q4: 17,892 shares; 2025Q1: 17,986 shares; 2025Q2: 18,836 shares; 2025Q3: 17,900 shares 17,900 $3.93M 0.85% -936 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,190 shares; 2025Q3: 71,934 shares 71,934 $3.76M 0.82% +42,744 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,909 shares; 2024Q4: 61,633 shares; 2025Q1: 69,626 shares; 2025Q2: 69,981 shares; 2025Q3: 73,404 shares 73,404 $3.73M 0.81% +3,423 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 81,408 shares; 2025Q3: 86,899 shares 86,899 $3.35M 0.73% +5,491 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 62,827 shares; 2025Q3: 73,233 shares 73,233 $3.35M 0.73% +10,406 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,836 shares; 2024Q4: 61,793 shares; 2025Q1: 61,727 shares; 2025Q2: 61,775 shares; 2025Q3: 61,838 shares 61,838 $3.15M 0.69% +63 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: 6,410 shares; 2024Q4: 3,832 shares; 2025Q1: 3,802 shares; 2025Q2: 3,887 shares; 2025Q3: 4,011 shares 4,011 $2.95M 0.64% +124 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,114 shares; 2024Q4: 49,114 shares; 2025Q1: 49,114 shares; 2025Q2: 53,174 shares; 2025Q3: 53,174 shares 53,174 $2.87M 0.62% 0 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,766 shares; 2024Q4: 32,568 shares; 2025Q1: 32,769 shares; 2025Q2: 32,922 shares; 2025Q3: 36,425 shares 36,425 $2.78M 0.61% +3,503 Timeline BILZ 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: 26,771 shares; 2024Q4: 26,804 shares; 2025Q1: 26,834 shares; 2025Q2: 26,865 shares; 2025Q3: 26,897 shares 26,897 $2.72M 0.59% +32 Timeline FLOT 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: 51,999 shares; 2024Q4: 52,254 shares; 2025Q1: 53,171 shares; 2025Q2: 53,696 shares; 2025Q3: 52,889 shares 52,889 $2.7M 0.59% -807 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 64,083 shares; 2025Q3: 78,963 shares 78,963 $2.48M 0.54% +14,880 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: 8,304 shares; 2024Q4: 8,697 shares; 2025Q1: 8,832 shares; 2025Q2: 8,971 shares; 2025Q3: 10,120 shares 10,120 $2.46M 0.54% +1,149 Timeline GMOV GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,066 shares; 2025Q1: 75,616 shares; 2025Q2: 85,715 shares; 2025Q3: 90,348 shares 90,348 $2.39M 0.52% +4,633 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,942 shares; 2024Q4: 11,608 shares; 2025Q1: 62,735 shares; 2025Q2: 53,243 shares; 2025Q3: 53,417 shares 53,417 $2.32M 0.5% +174 Timeline AOK 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: 54,067 shares; 2024Q4: 54,067 shares; 2025Q1: 58,079 shares; 2025Q2: 55,324 shares; 2025Q3: 55,324 shares 55,324 $2.22M 0.48% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,304 shares; 2024Q4: 37,154 shares; 2025Q1: 34,677 shares; 2025Q2: 36,085 shares; 2025Q3: 37,578 shares 37,578 $2.15M 0.47% +1,493 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: 11,870 shares; 2024Q4: 6,487 shares; 2025Q1: 6,309 shares; 2025Q2: 6,221 shares; 2025Q3: 6,253 shares 6,253 $2.13M 0.46% +32 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,350 shares; 2024Q4: 65,898 shares; 2025Q1: 61,218 shares; 2025Q2: 63,474 shares; 2025Q3: 66,063 shares 66,063 $2.09M 0.45% +2,589 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: 11,023 shares; 2024Q4: 5,497 shares; 2025Q1: 5,461 shares; 2025Q2: 5,884 shares; 2025Q3: 6,013 shares 6,013 $1.98M 0.43% +129 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49,660 shares; 2025Q2: 48,587 shares; 2025Q3: 50,569 shares 50,569 $1.91M 0.41% +1,982 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: 14,620 shares; 2024Q4: 7,365 shares; 2025Q1: 7,006 shares; 2025Q2: 6,260 shares; 2025Q3: 5,968 shares 5,968 $1.88M 0.41% -292 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,501 shares; 2024Q4: 32,007 shares; 2025Q1: 29,460 shares; 2025Q2: 29,246 shares; 2025Q3: 29,929 shares 29,929 $1.88M 0.41% +683 Timeline AVUV 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,334 shares; 2025Q1: 17,031 shares; 2025Q2: 18,154 shares; 2025Q3: 18,445 shares 18,445 $1.84M 0.4% +291 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,166 shares; 2024Q4: 10,929 shares; 2025Q1: 10,126 shares; 2025Q2: 10,516 shares; 2025Q3: 10,804 shares 10,804 $1.75M 0.38% +288 Timeline LDUR 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: 9,527 shares; 2024Q4: 9,539 shares; 2025Q1: 14,003 shares; 2025Q2: 18,077 shares; 2025Q3: 17,875 shares 17,875 $1.72M 0.37% -202 Timeline DMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,980 shares; 2025Q3: 41,923 shares 41,923 $1.71M 0.37% -57 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,162 shares; 2024Q4: 11,882 shares; 2025Q1: 12,133 shares; 2025Q2: 10,213 shares; 2025Q3: 10,865 shares 10,865 $1.69M 0.37% +652 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: 16,197 shares; 2024Q4: 17,061 shares; 2025Q1: 23,151 shares; 2025Q2: 17,979 shares; 2025Q3: 18,051 shares 18,051 $1.69M 0.37% +72 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,067 shares; 2024Q4: 32,018 shares; 2025Q1: 27,433 shares; 2025Q2: 26,250 shares; 2025Q3: 25,648 shares 25,648 $1.63M 0.35% -602 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,115 shares; 2024Q4: 204,959 shares; 2025Q1: 207,671 shares; 2025Q2: 14,259 shares; 2025Q3: 14,124 shares 14,124 $1.59M 0.35% -135 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: 2,700 shares; 2024Q4: 7,357 shares; 2025Q1: 8,111 shares; 2025Q2: 8,421 shares; 2025Q3: 8,422 shares 8,422 $1.57M 0.34% +1 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,211 shares; 2024Q4: 88,934 shares; 2025Q1: 84,602 shares; 2025Q2: 82,035 shares; 2025Q3: 81,662 shares 81,662 $1.54M 0.34% -373 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: 3,242 shares; 2024Q4: 3,466 shares; 2025Q1: 3,427 shares; 2025Q2: 3,539 shares; 2025Q3: 3,761 shares 3,761 $1.52M 0.33% +222 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,836 shares; 2025Q1: 20,670 shares; 2025Q2: 20,658 shares; 2025Q3: 20,155 shares 20,155 $1.5M 0.33% -503 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,185 shares; 2024Q4: 29,330 shares; 2025Q1: 38,213 shares; 2025Q2: 34,404 shares; 2025Q3: 33,418 shares 33,418 $1.47M 0.32% -986 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,230 shares; 2024Q4: 119,800 shares; 2025Q1: 110,979 shares; 2025Q2: 107,781 shares; 2025Q3: 106,258 shares 106,258 $1.45M 0.32% -1,523 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,224 shares; 2025Q3: 52,725 shares 52,725 $1.44M 0.31% +4,501 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,062 shares; 2025Q1: 14,894 shares; 2025Q2: 14,264 shares; 2025Q3: 15,089 shares 15,089 $1.41M 0.31% +825 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,698 shares; 2024Q4: 67,031 shares; 2025Q1: 63,971 shares; 2025Q2: 61,987 shares; 2025Q3: 61,259 shares 61,259 $1.4M 0.3% -728 Timeline GAIN GLADSTONE INVT CORP More: the full row for GLADSTONE INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,589 shares; 2024Q4: 94,856 shares; 2025Q1: 106,088 shares; 2025Q2: 102,257 shares; 2025Q3: 101,206 shares 101,206 $1.4M 0.3% -1,051 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: 2,041 shares; 2024Q4: 1,267 shares; 2025Q1: 1,202 shares; 2025Q2: 1,072 shares; 2025Q3: 1,139 shares 1,139 $1.37M 0.3% +67 Timeline TRIN TRINITY CAP INC More: the full row for TRINITY CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,970 shares; 2024Q4: 94,385 shares; 2025Q1: 92,094 shares; 2025Q2: 89,257 shares; 2025Q3: 87,998 shares 87,998 $1.36M 0.3% -1,259 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,577 shares; 2024Q4: 25,924 shares; 2025Q1: 24,138 shares; 2025Q2: 27,650 shares; 2025Q3: 27,991 shares 27,991 $1.35M 0.29% +341 Timeline HYLS 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: 46,775 shares; 2024Q4: 46,184 shares; 2025Q1: 31,512 shares; 2025Q2: 30,019 shares; 2025Q3: 32,750 shares 32,750 $1.34M 0.29% +2,731 Timeline FDUS FIDUS INVT CORP More: the full row for FIDUS INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,719 shares; 2024Q4: 70,897 shares; 2025Q1: 67,859 shares; 2025Q2: 66,037 shares; 2025Q3: 65,449 shares 65,449 $1.33M 0.29% -588 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,946 shares; 2024Q4: 13,658 shares; 2025Q1: not reported; 2025Q2: 12,092 shares; 2025Q3: 21,937 shares 21,937 $1.33M 0.29% +9,845 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: 77,681 shares; 2024Q4: 70,034 shares; 2025Q1: 66,796 shares; 2025Q2: 64,767 shares; 2025Q3: 64,344 shares 64,344 $1.31M 0.29% -423 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,293 shares; 2025Q1: not reported; 2025Q2: 2,681 shares; 2025Q3: 3,543 shares 3,543 $1.3M 0.28% +862 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,715 shares; 2025Q3: 35,275 shares 35,275 $1.28M 0.28% +4,560 Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,164 shares; 2024Q4: 62,302 shares; 2025Q1: 60,238 shares; 2025Q2: 59,024 shares; 2025Q3: 58,639 shares 58,639 $1.28M 0.28% -385 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,870 shares; 2024Q4: 68,517 shares; 2025Q1: 51,038 shares; 2025Q2: 48,029 shares; 2025Q3: 50,229 shares 50,229 $1.27M 0.28% +2,200 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,915 shares; 2025Q1: 6,708 shares; 2025Q2: 8,477 shares; 2025Q3: 6,904 shares 6,904 $1.26M 0.27% -1,573 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: 4,439 shares; 2024Q4: 2,211 shares; 2025Q1: 2,197 shares; 2025Q2: 2,156 shares; 2025Q3: 2,201 shares 2,201 $1.25M 0.27% +45 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,624 shares; 2024Q4: 51,073 shares; 2025Q1: 48,937 shares; 2025Q2: 47,467 shares; 2025Q3: 47,139 shares 47,139 $1.23M 0.27% -328 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,064 shares; 2024Q4: 13,753 shares; 2025Q1: 23,414 shares; 2025Q2: 25,661 shares; 2025Q3: 24,985 shares 24,985 $1.22M 0.27% -676 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: 6,682 shares; 2024Q4: 3,374 shares; 2025Q1: 3,326 shares; 2025Q2: 3,308 shares; 2025Q3: 3,308 shares 3,308 $1.18M 0.26% 0 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: 209,617 shares; 2024Q4: 97,395 shares; 2025Q1: 93,508 shares; 2025Q2: 91,136 shares; 2025Q3: 90,388 shares 90,388 $1.15M 0.25% -748 Timeline GLAD GLADSTONE CAP CORP More: the full row for GLADSTONE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,534 shares; 2024Q4: 66,565 shares; 2025Q1: 54,755 shares; 2025Q2: 52,709 shares; 2025Q3: 52,407 shares 52,407 $1.15M 0.25% -302 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,180 shares; 2024Q4: 638 shares; 2025Q1: 648 shares; 2025Q2: 9,968 shares; 2025Q3: 10,606 shares 10,606 $1.14M 0.25% +638 Timeline MSDL MORGAN STANLEY DIRECT LENDIN More: the full row for MORGAN STANLEY DIRECT LENDIN 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: 74,826 shares; 2025Q2: 71,091 shares; 2025Q3: 70,827 shares 70,827 $1.14M 0.25% -264 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,277 shares; 2024Q4: 14,213 shares; 2025Q1: 14,820 shares; 2025Q2: 14,105 shares; 2025Q3: 16,256 shares 16,256 $1.14M 0.25% +2,151 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: 5,647 shares; 2024Q4: 5,588 shares; 2025Q1: 5,168 shares; 2025Q2: 5,177 shares; 2025Q3: 7,816 shares 7,816 $1.13M 0.25% +2,639 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,667 shares; 2025Q1: not reported; 2025Q2: 3,279 shares; 2025Q3: 5,532 shares 5,532 $1.13M 0.24% +2,253 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,729 shares; 2024Q4: 5,166 shares; 2025Q1: 5,159 shares; 2025Q2: 4,755 shares; 2025Q3: 4,744 shares 4,744 $1.12M 0.24% -11 Timeline FTSL 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: 34,845 shares; 2024Q4: 34,720 shares; 2025Q1: 24,975 shares; 2025Q2: 22,922 shares; 2025Q3: 24,351 shares 24,351 $1.12M 0.24% +1,429 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: 1,917 shares; 2024Q4: 2,001 shares; 2025Q1: 2,022 shares; 2025Q2: 2,121 shares; 2025Q3: 2,218 shares 2,218 $1.12M 0.24% +97 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,653 shares; 2024Q4: 23,190 shares; 2025Q1: 21,815 shares; 2025Q2: 18,425 shares; 2025Q3: 14,160 shares 14,160 $1.11M 0.24% -4,265 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: 3,352 shares; 2024Q4: 3,619 shares; 2025Q1: 4,030 shares; 2025Q2: 3,908 shares; 2025Q3: 4,466 shares 4,466 $1.09M 0.24% +558 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,494 shares; 2024Q4: 15,737 shares; 2025Q1: 17,023 shares; 2025Q2: 17,159 shares; 2025Q3: 18,223 shares 18,223 $1.08M 0.23% +1,064 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: 7,295 shares; 2024Q4: 6,368 shares; 2025Q1: 5,920 shares; 2025Q2: 5,671 shares; 2025Q3: 5,798 shares 5,798 $1.08M 0.23% +127 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,386 shares; 2024Q4: 19,686 shares; 2025Q1: 19,557 shares; 2025Q2: 11,536 shares; 2025Q3: 13,107 shares 13,107 $1.06M 0.23% +1,571 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,468 shares; 2024Q4: 4,673 shares; 2025Q1: 4,220 shares; 2025Q2: 3,928 shares; 2025Q3: 5,244 shares 5,244 $1.06M 0.23% +1,316 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: 4,469 shares; 2024Q4: 4,150 shares; 2025Q1: 4,302 shares; 2025Q2: 4,597 shares; 2025Q3: 4,530 shares 4,530 $1.05M 0.23% -67 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,160 shares; 2025Q1: 8,847 shares; 2025Q2: 8,882 shares; 2025Q3: 9,043 shares 9,043 $1.03M 0.22% +161 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,083 shares; 2025Q1: 7,141 shares; 2025Q2: 7,169 shares; 2025Q3: 7,009 shares 7,009 $998K 0.22% -160 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,160 shares; 2024Q4: 1,029 shares; 2025Q1: 972 shares; 2025Q2: 988 shares; 2025Q3: 1,039 shares 1,039 $990K 0.22% +51 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,978 shares; 2024Q4: 11,762 shares; 2025Q1: 10,805 shares; 2025Q2: 10,436 shares; 2025Q3: 10,155 shares 10,155 $967K 0.21% -281 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,222 shares; 2025Q3: 16,598 shares 16,598 $966K 0.21% +2,376 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,953 shares; 2024Q4: 3,929 shares; 2025Q1: 4,058 shares; 2025Q2: 3,160 shares; 2025Q3: 3,420 shares 3,420 $955K 0.21% +260 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: 6,504 shares; 2024Q4: 5,512 shares; 2025Q1: 4,304 shares; 2025Q2: 3,848 shares; 2025Q3: 3,785 shares 3,785 $951K 0.21% -63 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: 6,167 shares; 2025Q1: 6,513 shares; 2025Q2: 6,644 shares; 2025Q3: 7,033 shares 7,033 $942K 0.2% +389 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,769 shares; 2024Q4: 16,088 shares; 2025Q1: 21,866 shares; 2025Q2: 21,614 shares; 2025Q3: 21,674 shares 21,674 $935K 0.2% +60 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,947 shares; 2024Q4: 6,297 shares; 2025Q1: 6,827 shares; 2025Q2: 6,800 shares; 2025Q3: 6,732 shares 6,732 $933K 0.2% -68 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: 601 shares; 2024Q4: 794 shares; 2025Q1: 1,250 shares; 2025Q2: 1,307 shares; 2025Q3: 1,876 shares 1,876 $926K 0.2% +569 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: 914 shares; 2024Q4: 1,148 shares; 2025Q1: 1,252 shares; 2025Q2: 1,234 shares; 2025Q3: 1,350 shares 1,350 $922K 0.2% +116 Timeline SMTH 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: not reported; 2024Q4: 33,435 shares; 2025Q1: 33,435 shares; 2025Q2: 34,873 shares; 2025Q3: 34,873 shares 34,873 $912K 0.2% 0 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,194 shares; 2024Q4: 1,563 shares; 2025Q1: 1,531 shares; 2025Q2: 3,827 shares; 2025Q3: 5,194 shares 5,194 $909K 0.2% +1,367 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,635 shares; 2024Q4: 11,620 shares; 2025Q1: 13,851 shares; 2025Q2: 12,800 shares; 2025Q3: 14,932 shares 14,932 $895K 0.19% +2,132 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,904 shares; 2024Q4: 16,614 shares; 2025Q1: 15,063 shares; 2025Q2: 13,577 shares; 2025Q3: 14,014 shares 14,014 $888K 0.19% +437 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: 6,357 shares; 2025Q1: 6,809 shares; 2025Q2: 6,293 shares; 2025Q3: 5,838 shares 5,838 $851K 0.19% -455 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: 7,422 shares; 2024Q4: 3,701 shares; 2025Q1: 3,407 shares; 2025Q2: 3,561 shares; 2025Q3: 2,462 shares 2,462 $850K 0.18% -1,099 Timeline PSP 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: 21,861 shares; 2024Q4: 22,050 shares; 2025Q1: 15,525 shares; 2025Q2: 12,978 shares; 2025Q3: 12,279 shares 12,279 $848K 0.18% -699 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,047 shares; 2024Q4: 2,047 shares; 2025Q1: 2,083 shares; 2025Q2: 2,083 shares; 2025Q3: 2,882 shares 2,882 $847K 0.18% +799 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,050 shares; 2024Q4: 1,662 shares; 2025Q1: 1,536 shares; 2025Q2: 1,312 shares; 2025Q3: 1,169 shares 1,169 $840K 0.18% -143 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,103 shares; 2025Q1: 906 shares; 2025Q2: 1,796 shares; 2025Q3: 1,778 shares 1,778 $833K 0.18% -18 Timeline AVMV 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,658 shares; 2025Q2: 10,543 shares; 2025Q3: 12,048 shares 12,048 $830K 0.18% +1,505 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: 5,060 shares; 2024Q4: 5,706 shares; 2025Q1: 5,716 shares; 2025Q2: 5,416 shares; 2025Q3: 5,335 shares 5,335 $820K 0.18% -81 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,809 shares; 2024Q4: 3,689 shares; 2025Q1: 3,628 shares; 2025Q2: 3,447 shares; 2025Q3: 2,920 shares 2,920 $815K 0.18% -527 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,942 shares; 2024Q4: 4,202 shares; 2025Q1: 3,826 shares; 2025Q2: 3,974 shares; 2025Q3: 4,411 shares 4,411 $810K 0.18% +437 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: 1,155 shares; 2024Q4: 695 shares; 2025Q1: 752 shares; 2025Q2: 815 shares; 2025Q3: 873 shares 873 $808K 0.18% +58 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,984 shares; 2024Q4: 20,003 shares; 2025Q1: 18,494 shares; 2025Q2: 17,886 shares; 2025Q3: 17,682 shares 17,682 $808K 0.18% -204 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: 14,243 shares; 2025Q3: 16,665 shares 16,665 $798K 0.17% +2,422 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,766 shares; 2025Q3: 33,396 shares 33,396 $796K 0.17% +5,630 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,285 shares; 2024Q4: 5,161 shares; 2025Q1: 5,341 shares; 2025Q2: 5,545 shares; 2025Q3: 5,947 shares 5,947 $793K 0.17% +402 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,772 shares; 2024Q4: 1,511 shares; 2025Q1: 1,369 shares; 2025Q2: 1,377 shares; 2025Q3: 1,560 shares 1,560 $779K 0.17% +183 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,989 shares; 2024Q4: 3,887 shares; 2025Q1: 3,756 shares; 2025Q2: 3,858 shares; 2025Q3: 3,865 shares 3,865 $777K 0.17% +7 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: 3,261 shares; 2024Q4: 1,676 shares; 2025Q1: 1,201 shares; 2025Q2: 1,200 shares; 2025Q3: 1,282 shares 1,282 $770K 0.17% +82 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,282 shares; 2024Q4: 1,348 shares; 2025Q1: 1,404 shares; 2025Q2: 2,608 shares; 2025Q3: 2,508 shares 2,508 $766K 0.17% -100 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,070 shares; 2024Q4: 22,812 shares; 2025Q1: 27,859 shares; 2025Q2: 19,268 shares; 2025Q3: 20,381 shares 20,381 $764K 0.17% +1,113 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: 8,851 shares; 2024Q4: 7,991 shares; 2025Q1: 6,881 shares; 2025Q2: 6,766 shares; 2025Q3: 6,674 shares 6,674 $764K 0.17% -92 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: 37,356 shares; 2024Q4: 36,624 shares; 2025Q1: 26,087 shares; 2025Q2: 27,868 shares; 2025Q3: 26,933 shares 26,933 $761K 0.17% -935 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 29,931 shares 29,931 $758K 0.16% new Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,109 shares; 2024Q4: 11,264 shares; 2025Q1: 11,327 shares; 2025Q2: 11,107 shares; 2025Q3: 11,094 shares 11,094 $750K 0.16% -13 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: 7,023 shares; 2024Q4: 3,104 shares; 2025Q1: 2,599 shares; 2025Q2: 2,369 shares; 2025Q3: 2,649 shares 2,649 $745K 0.16% +280 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,580 shares; 2024Q4: 12,595 shares; 2025Q1: 8,518 shares; 2025Q2: 8,439 shares; 2025Q3: 8,832 shares 8,832 $740K 0.16% +393 Timeline KNGZ 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: 24,965 shares; 2025Q2: 20,509 shares; 2025Q3: 20,535 shares 20,535 $735K 0.16% +26 Timeline ZAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,233 shares; 2025Q3: 28,840 shares 28,840 $734K 0.16% -2,393 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,074 shares; 2024Q4: 25,471 shares; 2025Q1: 36,909 shares; 2025Q2: 27,889 shares; 2025Q3: 27,167 shares 27,167 $729K 0.16% -722 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,881 shares; 2024Q4: 12,511 shares; 2025Q1: 11,018 shares; 2025Q2: 10,969 shares; 2025Q3: 10,978 shares 10,978 $728K 0.16% +9 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,194 shares; 2025Q3: 3,872 shares 3,872 $724K 0.16% +1,678 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,273 shares; 2024Q4: 8,220 shares; 2025Q1: 7,249 shares; 2025Q2: 6,811 shares; 2025Q3: 7,981 shares 7,981 $722K 0.16% +1,170 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,122 shares; 2024Q4: 2,077 shares; 2025Q1: 2,052 shares; 2025Q2: 3,336 shares; 2025Q3: 3,390 shares 3,390 $721K 0.16% +54 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 459 shares; 2025Q2: 464 shares; 2025Q3: 935 shares 935 $709K 0.15% +471 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: 6,005 shares; 2024Q4: 2,853 shares; 2025Q1: 2,666 shares; 2025Q2: 2,609 shares; 2025Q3: 2,505 shares 2,505 $707K 0.15% -104 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: 1,285 shares; 2024Q4: 718 shares; 2025Q1: 790 shares; 2025Q2: 836 shares; 2025Q3: 913 shares 913 $705K 0.15% +77 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,506 shares; 2025Q1: 8,021 shares; 2025Q2: 7,255 shares; 2025Q3: 7,384 shares 7,384 $703K 0.15% +129 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,107 shares; 2024Q4: 3,250 shares; 2025Q1: 3,119 shares; 2025Q2: 3,025 shares; 2025Q3: 2,948 shares 2,948 $702K 0.15% -77 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,025 shares; 2024Q4: 918 shares; 2025Q1: 803 shares; 2025Q2: 757 shares; 2025Q3: 740 shares 740 $691K 0.15% -17 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,221 shares; 2024Q4: 1,538 shares; 2025Q1: 1,496 shares; 2025Q2: 1,446 shares; 2025Q3: 1,454 shares 1,454 $691K 0.15% +8 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,033 shares; 2024Q4: 3,239 shares; 2025Q1: 2,560 shares; 2025Q2: 2,251 shares; 2025Q3: 2,181 shares 2,181 $682K 0.15% -70 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,240 shares; 2024Q4: 9,526 shares; 2025Q1: 9,415 shares; 2025Q2: 8,444 shares; 2025Q3: 8,787 shares 8,787 $674K 0.15% +343 Timeline AVLV 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,262 shares; 2025Q1: 11,939 shares; 2025Q2: 8,271 shares; 2025Q3: 9,309 shares 9,309 $673K 0.15% +1,038 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: 331 shares; 2024Q4: 511 shares; 2025Q1: 528 shares; 2025Q2: 559 shares; 2025Q3: 621 shares 621 $669K 0.15% +62 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: 1,712 shares; 2024Q4: 1,642 shares; 2025Q1: 1,209 shares; 2025Q2: 947 shares; 2025Q3: 1,378 shares 1,378 $668K 0.15% +431 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: 23,185 shares; 2024Q4: 11,624 shares; 2025Q1: 11,264 shares; 2025Q2: 11,106 shares; 2025Q3: 9,874 shares 9,874 $662K 0.14% -1,232 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,282 shares; 2025Q3: 9,607 shares 9,607 $658K 0.14% +1,325 Timeline HOMB HOME BANCSHARES INC More: the full row for HOME BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,348 shares; 2024Q4: 22,561 shares; 2025Q1: 22,686 shares; 2025Q2: 22,818 shares; 2025Q3: 22,945 shares 22,945 $649K 0.14% +127 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,411 shares; 2025Q3: 8,959 shares 8,959 $649K 0.14% +1,548 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,589 shares; 2024Q4: 4,935 shares; 2025Q1: 3,750 shares; 2025Q2: 4,304 shares; 2025Q3: 4,248 shares 4,248 $647K 0.14% -56 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,989 shares; 2024Q4: 12,707 shares; 2025Q1: 12,400 shares; 2025Q2: 12,933 shares; 2025Q3: 12,794 shares 12,794 $646K 0.14% -139 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,575 shares; 2024Q4: 1,700 shares; 2025Q1: 1,483 shares; 2025Q2: 1,343 shares; 2025Q3: 1,322 shares 1,322 $643K 0.14% -21 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,836 shares; 2024Q4: 1,391 shares; 2025Q1: 1,392 shares; 2025Q2: 1,312 shares; 2025Q3: 1,428 shares 1,428 $639K 0.14% +116 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,485 shares; 2024Q4: 1,992 shares; 2025Q1: 2,194 shares; 2025Q2: 2,285 shares; 2025Q3: 2,517 shares 2,517 $621K 0.14% +232 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: 4,805 shares; 2024Q4: 4,229 shares; 2025Q1: 4,106 shares; 2025Q2: 4,131 shares; 2025Q3: 2,518 shares 2,518 $621K 0.14% -1,613 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,033 shares; 2025Q3: 23,879 shares 23,879 $618K 0.13% +9,846 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,868 shares; 2024Q4: 1,911 shares; 2025Q1: 2,015 shares; 2025Q2: 1,963 shares; 2025Q3: 1,964 shares 1,964 $608K 0.13% +1 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,530 shares; 2024Q4: 3,530 shares; 2025Q1: 3,530 shares; 2025Q2: 3,483 shares; 2025Q3: 3,483 shares 3,483 $608K 0.13% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,315 shares; 2024Q4: 4,612 shares; 2025Q1: 4,470 shares; 2025Q2: 3,849 shares; 2025Q3: 3,629 shares 3,629 $607K 0.13% -220 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,959 shares; 2024Q4: 1,819 shares; 2025Q1: 1,782 shares; 2025Q2: 1,760 shares; 2025Q3: 1,778 shares 1,778 $606K 0.13% +18 Timeline TNGY TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS 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: 65,149 shares; 2025Q3: 65,972 shares 65,972 $598K 0.13% +823 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,273 shares; 2025Q3: 18,642 shares 18,642 $598K 0.13% +1,369 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: 626 shares; 2024Q4: 655 shares; 2025Q1: 614 shares; 2025Q2: 581 shares; 2025Q3: 616 shares 616 $596K 0.13% +35 Timeline FVD 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: 14,932 shares; 2025Q2: 12,929 shares; 2025Q3: 12,868 shares 12,868 $595K 0.13% -61 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,087 shares; 2024Q4: 888 shares; 2025Q1: 950 shares; 2025Q2: 1,000 shares; 2025Q3: 1,503 shares 1,503 $589K 0.13% +503 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 153 shares; 2025Q1: 114 shares; 2025Q2: 125 shares; 2025Q3: 137 shares 137 $588K 0.13% +12 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,149 shares; 2024Q4: 6,907 shares; 2025Q1: 7,216 shares; 2025Q2: 7,277 shares; 2025Q3: 6,460 shares 6,460 $581K 0.13% -817 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,170 shares; 2025Q1: 6,220 shares; 2025Q2: 6,220 shares; 2025Q3: 6,883 shares 6,883 $579K 0.13% +663 Timeline ROE EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,988 shares; 2024Q4: 16,373 shares; 2025Q1: 22,664 shares; 2025Q2: 16,763 shares; 2025Q3: 16,299 shares 16,299 $564K 0.12% -464 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,274 shares; 2024Q4: 12,157 shares; 2025Q1: 13,563 shares; 2025Q2: 12,609 shares; 2025Q3: 11,934 shares 11,934 $563K 0.12% -675 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 514 shares; 2025Q1: 487 shares; 2025Q2: 499 shares; 2025Q3: 483 shares 483 $563K 0.12% -16 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: 11,799 shares; 2024Q4: not reported; 2025Q1: 13,497 shares; 2025Q2: 11,199 shares; 2025Q3: 16,684 shares 16,684 $560K 0.12% +5,485 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,780 shares; 2025Q1: 1,813 shares; 2025Q2: 1,844 shares; 2025Q3: 1,867 shares 1,867 $556K 0.12% +23 Timeline USDU WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,764 shares; 2025Q3: 21,040 shares 21,040 $555K 0.12% -4,724 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,468 shares; 2024Q4: 1,524 shares; 2025Q1: 1,625 shares; 2025Q2: 1,588 shares; 2025Q3: 1,593 shares 1,593 $552K 0.12% +5 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,202 shares; 2024Q4: 1,157 shares; 2025Q1: 1,231 shares; 2025Q2: 1,199 shares; 2025Q3: 1,155 shares 1,155 $550K 0.12% -44 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,171 shares; 2024Q4: 6,430 shares; 2025Q1: 6,187 shares; 2025Q2: 11,542 shares; 2025Q3: 11,207 shares 11,207 $550K 0.12% -335 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: 2,189 shares; 2024Q4: 2,507 shares; 2025Q1: 2,988 shares; 2025Q2: 2,527 shares; 2025Q3: 2,678 shares 2,678 $548K 0.12% +151 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: 683 shares; 2024Q4: 501 shares; 2025Q1: 560 shares; 2025Q2: 538 shares; 2025Q3: 581 shares 581 $535K 0.12% +43 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,172 shares; 2024Q4: 10,415 shares; 2025Q1: 10,339 shares; 2025Q2: 10,398 shares; 2025Q3: 9,391 shares 9,391 $534K 0.12% -1,007 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,143 shares; 2025Q2: 897 shares; 2025Q3: 891 shares 891 $531K 0.12% -6 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,722 shares; 2024Q4: 1,707 shares; 2025Q1: 1,617 shares; 2025Q2: 1,624 shares; 2025Q3: 1,597 shares 1,597 $525K 0.11% -27 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: 545 shares; 2024Q4: 842 shares; 2025Q1: 1,101 shares; 2025Q2: 898 shares; 2025Q3: 688 shares 688 $525K 0.11% -210 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: 8,449 shares; 2024Q4: 6,202 shares; 2025Q1: 9,083 shares; 2025Q2: 8,807 shares; 2025Q3: 8,755 shares 8,755 $523K 0.11% -52 JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,469 shares; 2024Q4: 10,482 shares; 2025Q1: 10,672 shares; 2025Q2: 10,300 shares; 2025Q3: 10,300 shares 10,300 $523K 0.11% 0 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,311 shares; 2024Q4: 3,172 shares; 2025Q1: 3,028 shares; 2025Q2: 2,906 shares; 2025Q3: 2,915 shares 2,915 $521K 0.11% +9 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290 shares; 2024Q4: 425 shares; 2025Q1: 459 shares; 2025Q2: 493 shares; 2025Q3: 545 shares 545 $521K 0.11% +52 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,362 shares; 2024Q4: 8,290 shares; 2025Q1: 6,664 shares; 2025Q2: 5,398 shares; 2025Q3: 6,272 shares 6,272 $516K 0.11% +874 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,466 shares; 2024Q4: 23,329 shares; 2025Q1: 21,749 shares; 2025Q2: 21,508 shares; 2025Q3: 21,801 shares 21,801 $516K 0.11% +293 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,817 shares; 2025Q3: 7,910 shares 7,910 $514K 0.11% +4,093 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,151 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,311 shares 16,311 $514K 0.11% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,512 shares; 2024Q4: 1,053 shares; 2025Q1: 1,089 shares; 2025Q2: 1,154 shares; 2025Q3: 1,221 shares 1,221 $506K 0.11% +67 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,290 shares; 2024Q4: 8,060 shares; 2025Q1: 8,005 shares; 2025Q2: 5,228 shares; 2025Q3: 5,298 shares 5,298 $506K 0.11% +70 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,318 shares; 2025Q1: 5,294 shares; 2025Q2: 5,137 shares; 2025Q3: 5,087 shares 5,087 $501K 0.11% -50 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 896 shares; 2024Q4: 1,181 shares; 2025Q1: 1,214 shares; 2025Q2: 1,278 shares; 2025Q3: 1,403 shares 1,403 $493K 0.11% +125 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: 3,293 shares; 2024Q4: 4,555 shares; 2025Q1: 4,721 shares; 2025Q2: 5,021 shares; 2025Q3: 5,372 shares 5,372 $491K 0.11% +351 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: 6,747 shares; 2024Q4: 6,361 shares; 2025Q1: 5,990 shares; 2025Q2: 6,112 shares; 2025Q3: 3,665 shares 3,665 $491K 0.11% -2,447 Timeline JANM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,015 shares; 2025Q2: 15,015 shares; 2025Q3: 15,015 shares 15,015 $487K 0.11% 0 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: 6,368 shares; 2024Q4: 4,547 shares; 2025Q1: 7,776 shares; 2025Q2: 6,788 shares; 2025Q3: 5,825 shares 5,825 $487K 0.11% -963 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,724 shares; 2024Q4: 2,908 shares; 2025Q1: 4,343 shares; 2025Q2: 4,248 shares; 2025Q3: 4,243 shares 4,243 $486K 0.11% -5 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,374 shares; 2025Q3: 14,802 shares 14,802 $485K 0.11% -5,572 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: 8,536 shares; 2024Q4: 8,914 shares; 2025Q1: 8,754 shares; 2025Q2: 9,174 shares; 2025Q3: 9,325 shares 9,325 $481K 0.1% +151 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,328 shares; 2024Q4: 5,963 shares; 2025Q1: 5,339 shares; 2025Q2: 5,183 shares; 2025Q3: 5,077 shares 5,077 $476K 0.1% -106 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: 26,467 shares; 2024Q4: 12,939 shares; 2025Q1: 7,617 shares; 2025Q2: 6,896 shares; 2025Q3: 6,940 shares 6,940 $475K 0.1% +44 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,451 shares; 2024Q4: 3,627 shares; 2025Q1: 3,633 shares; 2025Q2: 3,699 shares; 2025Q3: 3,718 shares 3,718 $471K 0.1% +19 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL 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: 3,748 shares 3,748 $464K 0.1% new 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: 9,047 shares; 2024Q4: 5,880 shares; 2025Q1: 5,897 shares; 2025Q2: 6,002 shares; 2025Q3: 5,165 shares 5,165 $461K 0.1% -837 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,918 shares; 2024Q4: 1,008 shares; 2025Q1: 1,125 shares; 2025Q2: 1,046 shares; 2025Q3: 1,227 shares 1,227 $459K 0.1% +181 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,628 shares; 2024Q4: 4,300 shares; 2025Q1: 4,626 shares; 2025Q2: 5,125 shares; 2025Q3: 5,263 shares 5,263 $459K 0.1% +138 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,346 shares; 2024Q4: 2,386 shares; 2025Q1: 2,050 shares; 2025Q2: 2,071 shares; 2025Q3: 1,910 shares 1,910 $457K 0.1% -161 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: 3,575 shares; 2024Q4: 3,042 shares; 2025Q1: 2,796 shares; 2025Q2: 1,636 shares; 2025Q3: 1,617 shares 1,617 $456K 0.1% -19 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,841 shares; 2024Q4: 98,883 shares; 2025Q1: 12,763 shares; 2025Q2: 10,826 shares; 2025Q3: 12,162 shares 12,162 $452K 0.1% +1,336 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,300 shares; 2024Q4: 2,141 shares; 2025Q1: 2,134 shares; 2025Q2: 2,131 shares; 2025Q3: 1,512 shares 1,512 $451K 0.1% -619 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,063 shares 1,063 $449K 0.1% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,022 shares; 2024Q4: 1,005 shares; 2025Q1: 1,015 shares; 2025Q2: 1,032 shares; 2025Q3: 910 shares 910 $447K 0.1% -122 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,289 shares; 2024Q4: 2,087 shares; 2025Q1: 1,603 shares; 2025Q2: 1,496 shares; 2025Q3: 1,628 shares 1,628 $444K 0.1% +132 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,575 shares; 2024Q4: 8,138 shares; 2025Q1: 8,060 shares; 2025Q2: 7,873 shares; 2025Q3: 5,878 shares 5,878 $444K 0.1% -1,995 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,690 shares; 2024Q4: not reported; 2025Q1: 2,447 shares; 2025Q2: 2,356 shares; 2025Q3: 2,317 shares 2,317 $442K 0.1% -39 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: 220 shares; 2024Q4: 225 shares; 2025Q1: 226 shares; 2025Q2: 230 shares; 2025Q3: 230 shares 230 $440K 0.1% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,574 shares; 2024Q4: 1,560 shares; 2025Q1: 1,781 shares; 2025Q2: 2,032 shares; 2025Q3: 2,036 shares 2,036 $439K 0.1% +4 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,159 shares; 2024Q4: 14,350 shares; 2025Q1: 16,353 shares; 2025Q2: 11,738 shares; 2025Q3: 11,637 shares 11,637 $439K 0.1% -101 Timeline ISTB 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: 9,117 shares; 2024Q4: 8,867 shares; 2025Q1: 8,867 shares; 2025Q2: 8,867 shares; 2025Q3: 8,867 shares 8,867 $433K 0.09% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,949 shares; 2024Q4: 1,916 shares; 2025Q1: 1,913 shares; 2025Q2: 1,967 shares; 2025Q3: 1,960 shares 1,960 $433K 0.09% -7 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,715 shares; 2025Q1: 6,116 shares; 2025Q2: 5,734 shares; 2025Q3: 5,643 shares 5,643 $432K 0.09% -91 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,533 shares 22,533 $432K 0.09% new Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,541 shares; 2025Q3: 13,588 shares 13,588 $430K 0.09% +1,047 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,614 shares; 2025Q1: 12,614 shares; 2025Q2: 12,614 shares; 2025Q3: 12,614 shares 12,614 $427K 0.09% 0 Timeline DECM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,210 shares; 2025Q2: 13,210 shares; 2025Q3: 13,210 shares 13,210 $426K 0.09% 0 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,431 shares; 2024Q4: 8,445 shares; 2025Q1: 7,536 shares; 2025Q2: 7,137 shares; 2025Q3: 7,033 shares 7,033 $425K 0.09% -104 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,642 shares; 2024Q4: 2,300 shares; 2025Q1: 3,420 shares; 2025Q2: 2,939 shares; 2025Q3: 4,430 shares 4,430 $423K 0.09% +1,491 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,830 shares; 2024Q4: 1,798 shares; 2025Q1: 1,642 shares; 2025Q2: 1,646 shares; 2025Q3: 1,624 shares 1,624 $413K 0.09% -22 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,676 shares; 2024Q4: 5,981 shares; 2025Q1: 5,939 shares; 2025Q2: 5,693 shares; 2025Q3: 5,759 shares 5,759 $412K 0.09% +66 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,326 shares; 2025Q3: 8,569 shares 8,569 $411K 0.09% +243 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 763 shares; 2024Q4: 750 shares; 2025Q1: 784 shares; 2025Q2: 844 shares; 2025Q3: 822 shares 822 $410K 0.09% -22 Timeline JHMB JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,029 shares; 2025Q1: 17,875 shares; 2025Q2: 18,481 shares; 2025Q3: 18,481 shares 18,481 $409K 0.09% 0 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: 3,107 shares; 2025Q1: 3,374 shares; 2025Q2: 3,725 shares; 2025Q3: 4,183 shares 4,183 $408K 0.09% +458 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,268 shares; 2024Q4: 6,029 shares; 2025Q1: 5,025 shares; 2025Q2: 4,829 shares; 2025Q3: 4,872 shares 4,872 $404K 0.09% +43 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,282 shares; 2024Q4: 8,110 shares; 2025Q1: 8,209 shares; 2025Q2: 8,183 shares; 2025Q3: 8,110 shares 8,110 $404K 0.09% -73 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,339 shares; 2024Q4: 46,126 shares; 2025Q1: 32,231 shares; 2025Q2: 32,125 shares; 2025Q3: 24,871 shares 24,871 $404K 0.09% -7,254 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,261 shares; 2024Q4: 2,268 shares; 2025Q1: 2,355 shares; 2025Q2: 2,937 shares; 2025Q3: 2,148 shares 2,148 $402K 0.09% -789 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,466 shares; 2024Q4: not reported; 2025Q1: 5,183 shares; 2025Q2: 4,138 shares; 2025Q3: 3,870 shares 3,870 $400K 0.09% -268 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: 846 shares; 2024Q4: 1,772 shares; 2025Q1: 1,644 shares; 2025Q2: 1,627 shares; 2025Q3: 1,961 shares 1,961 $399K 0.09% +334 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,373 shares; 2024Q4: 3,006 shares; 2025Q1: 2,762 shares; 2025Q2: 2,851 shares; 2025Q3: 2,753 shares 2,753 $394K 0.09% -98 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,843 shares; 2024Q4: 3,131 shares; 2025Q1: 3,320 shares; 2025Q2: 3,320 shares; 2025Q3: 3,320 shares 3,320 $393K 0.09% 0 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: 2,741 shares; 2024Q4: 2,986 shares; 2025Q1: 3,058 shares; 2025Q2: 4,124 shares; 2025Q3: 4,636 shares 4,636 $392K 0.09% +512 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: 5,744 shares; 2024Q4: 6,651 shares; 2025Q1: 6,892 shares; 2025Q2: 6,466 shares; 2025Q3: 7,062 shares 7,062 $389K 0.08% +596 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,481 shares; 2024Q4: 5,020 shares; 2025Q1: 4,608 shares; 2025Q2: 4,397 shares; 2025Q3: 4,243 shares 4,243 $384K 0.08% -154 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,410 shares; 2024Q4: 3,648 shares; 2025Q1: 3,759 shares; 2025Q2: 3,917 shares; 2025Q3: 4,278 shares 4,278 $383K 0.08% +361 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN 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: 14,009 shares; 2025Q3: 13,981 shares 13,981 $379K 0.08% -28 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,249 shares; 2024Q4: 4,158 shares; 2025Q1: 4,194 shares; 2025Q2: 4,110 shares; 2025Q3: 2,647 shares 2,647 $378K 0.08% -1,463 Timeline CMDT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,749 shares 13,749 $377K 0.08% new Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,514 shares; 2024Q4: 2,434 shares; 2025Q1: 3,709 shares; 2025Q2: 3,730 shares; 2025Q3: 3,751 shares 3,751 $376K 0.08% +21 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,979 shares; 2024Q4: 928 shares; 2025Q1: 853 shares; 2025Q2: 872 shares; 2025Q3: 839 shares 839 $376K 0.08% -33 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,559 shares; 2024Q4: 2,325 shares; 2025Q1: 2,478 shares; 2025Q2: 2,663 shares; 2025Q3: 2,977 shares 2,977 $375K 0.08% +314 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,543 shares; 2025Q1: 4,690 shares; 2025Q2: not reported; 2025Q3: 778 shares 778 $373K 0.08% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,029 shares; 2025Q3: 7,714 shares 7,714 $372K 0.08% +685 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,746 shares; 2024Q4: 3,936 shares; 2025Q1: 3,860 shares; 2025Q2: 3,911 shares; 2025Q3: 3,261 shares 3,261 $370K 0.08% -650 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: 1,280 shares; 2024Q4: 1,450 shares; 2025Q1: 2,525 shares; 2025Q2: 1,519 shares; 2025Q3: 1,522 shares 1,522 $368K 0.08% +3 Timeline FEBM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,273 shares; 2025Q3: 12,273 shares 12,273 $367K 0.08% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,789 shares; 2024Q4: 15,395 shares; 2025Q1: 13,880 shares; 2025Q2: 11,528 shares; 2025Q3: 16,097 shares 16,097 $367K 0.08% +4,569 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,095 shares; 2025Q2: 7,095 shares; 2025Q3: 7,095 shares 7,095 $365K 0.08% 0 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,185 shares; 2024Q4: 6,219 shares; 2025Q1: 4,596 shares; 2025Q2: 4,431 shares; 2025Q3: 4,379 shares 4,379 $364K 0.08% -52 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,232 shares; 2024Q4: 7,448 shares; 2025Q1: 6,295 shares; 2025Q2: 5,926 shares; 2025Q3: 5,786 shares 5,786 $361K 0.08% -140 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,328 shares; 2024Q4: 2,504 shares; 2025Q1: 1,345 shares; 2025Q2: 1,199 shares; 2025Q3: 1,352 shares 1,352 $361K 0.08% +153 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,993 shares; 2024Q4: 2,436 shares; 2025Q1: 2,731 shares; 2025Q2: 2,586 shares; 2025Q3: 3,151 shares 3,151 $361K 0.08% +565 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,534 shares; 2024Q4: 1,464 shares; 2025Q1: 1,420 shares; 2025Q2: 1,712 shares; 2025Q3: 1,869 shares 1,869 $361K 0.08% +157 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,678 shares; 2024Q4: 3,820 shares; 2025Q1: 3,202 shares; 2025Q2: 2,952 shares; 2025Q3: 2,682 shares 2,682 $357K 0.08% -270 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 848 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,135 shares; 2025Q3: 1,438 shares 1,438 $356K 0.08% +303 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,357 shares; 2024Q4: 26,136 shares; 2025Q1: 28,219 shares; 2025Q2: 33,213 shares; 2025Q3: 36,213 shares 36,213 $355K 0.08% +3,000 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,038 shares; 2024Q4: 3,046 shares; 2025Q1: 3,202 shares; 2025Q2: 3,434 shares; 2025Q3: 2,600 shares 2,600 $354K 0.08% -834 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: 16,463 shares; 2024Q4: 6,108 shares; 2025Q1: 7,518 shares; 2025Q2: 3,964 shares; 2025Q3: 4,213 shares 4,213 $354K 0.08% +249 Timeline DNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,578 shares; 2025Q1: 6,578 shares; 2025Q2: 7,539 shares; 2025Q3: 7,539 shares 7,539 $353K 0.08% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,173 shares; 2025Q2: 4,710 shares; 2025Q3: 4,677 shares 4,677 $353K 0.08% -33 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,516 shares; 2025Q2: 15,516 shares; 2025Q3: 14,515 shares 14,515 $351K 0.08% -1,001 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,225 shares; 2024Q4: 4,362 shares; 2025Q1: 4,218 shares; 2025Q2: 4,355 shares; 2025Q3: 4,249 shares 4,249 $350K 0.08% -106 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,060 shares; 2024Q4: 9,460 shares; 2025Q1: 11,300 shares; 2025Q2: 11,125 shares; 2025Q3: 11,275 shares 11,275 $347K 0.08% +150 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: 2,536 shares; 2024Q4: 1,396 shares; 2025Q1: 1,456 shares; 2025Q2: 1,604 shares; 2025Q3: 1,460 shares 1,460 $346K 0.08% -144 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: 160 shares; 2024Q4: 72 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 64 shares 64 $346K 0.08% -1 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 999 shares; 2024Q4: 1,028 shares; 2025Q1: 1,112 shares; 2025Q2: 1,077 shares; 2025Q3: 998 shares 998 $345K 0.08% -79 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,575 shares; 2025Q3: 1,570 shares 1,570 $345K 0.07% -5 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,231 shares 4,231 $343K 0.07% new Timeline DSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,700 shares 7,700 $340K 0.07% new Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,643 shares; 2024Q4: 1,536 shares; 2025Q1: 1,517 shares; 2025Q2: 1,175 shares; 2025Q3: 1,097 shares 1,097 $337K 0.07% -78 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: 13,792 shares; 2024Q4: 14,092 shares; 2025Q1: 13,931 shares; 2025Q2: 14,423 shares; 2025Q3: 10,617 shares 10,617 $334K 0.07% -3,806 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: 3,947 shares; 2024Q4: not reported; 2025Q1: 7,976 shares; 2025Q2: 3,952 shares; 2025Q3: 3,952 shares 3,952 $333K 0.07% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,022 shares; 2024Q4: 4,448 shares; 2025Q1: 4,126 shares; 2025Q2: 3,428 shares; 2025Q3: 3,155 shares 3,155 $332K 0.07% -273 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,674 shares; 2024Q4: 1,493 shares; 2025Q1: 1,592 shares; 2025Q2: 1,730 shares; 2025Q3: 1,723 shares 1,723 $331K 0.07% -7 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: 449 shares; 2024Q4: 624 shares; 2025Q1: 796 shares; 2025Q2: 707 shares; 2025Q3: 538 shares 538 $328K 0.07% -169 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,746 shares; 2024Q4: 1,620 shares; 2025Q1: 3,053 shares; 2025Q2: 1,655 shares; 2025Q3: 1,679 shares 1,679 $327K 0.07% +24 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,178 shares; 2024Q4: 32,062 shares; 2025Q1: 30,614 shares; 2025Q2: 31,252 shares; 2025Q3: 36,184 shares 36,184 $325K 0.07% +4,932 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,068 shares; 2025Q3: 10,068 shares 10,068 $321K 0.07% 0 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,251 shares; 2024Q4: 14,413 shares; 2025Q1: 14,937 shares; 2025Q2: 14,584 shares; 2025Q3: 14,689 shares 14,689 $317K 0.07% +105 Timeline TAFM AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 12,425 shares 12,425 $316K 0.07% new Timeline DFIP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,102 shares; 2025Q3: 7,445 shares 7,445 $314K 0.07% +343 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: not reported; 2024Q4: not reported; 2025Q1: 2,361 shares; 2025Q2: 1,864 shares; 2025Q3: 1,866 shares 1,866 $312K 0.07% +2 Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,190 shares; 2025Q3: 14,805 shares 14,805 $310K 0.07% -385 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,951 shares; 2024Q4: 6,173 shares; 2025Q1: 8,746 shares; 2025Q2: 6,724 shares; 2025Q3: 6,724 shares 6,724 $307K 0.07% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,936 shares; 2024Q4: 9,491 shares; 2025Q1: 5,455 shares; 2025Q2: 5,014 shares; 2025Q3: 4,752 shares 4,752 $305K 0.07% -262 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,030 shares; 2024Q4: 2,626 shares; 2025Q1: 2,624 shares; 2025Q2: 2,487 shares; 2025Q3: 2,498 shares 2,498 $305K 0.07% +11 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,114 shares; 2024Q4: 2,163 shares; 2025Q1: 2,391 shares; 2025Q2: 22,147 shares; 2025Q3: 2,837 shares 2,837 $302K 0.07% -19,310 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,116 shares 1,116 $302K 0.07% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,056 shares; 2024Q4: 1,995 shares; 2025Q1: 2,114 shares; 2025Q2: 2,187 shares; 2025Q3: 2,424 shares 2,424 $300K 0.07% +237 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,697 shares; 2025Q3: 1,881 shares 1,881 $299K 0.07% +184 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,497 shares; 2024Q4: 1,692 shares; 2025Q1: 1,595 shares; 2025Q2: 1,581 shares; 2025Q3: 1,543 shares 1,543 $298K 0.06% -38 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES 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: 547 shares; 2025Q2: 560 shares; 2025Q3: 525 shares 525 $297K 0.06% -35 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,950 shares; 2024Q4: 5,950 shares; 2025Q1: 5,950 shares; 2025Q2: 5,950 shares; 2025Q3: 5,950 shares 5,950 $293K 0.06% 0 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: 13,682 shares; 2024Q4: 5,994 shares; 2025Q1: 5,031 shares; 2025Q2: 4,295 shares; 2025Q3: 4,226 shares 4,226 $290K 0.06% -69 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,947 shares; 2024Q4: 14,156 shares; 2025Q1: 14,230 shares; 2025Q2: 14,426 shares; 2025Q3: 5,768 shares 5,768 $289K 0.06% -8,658 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,192 shares; 2024Q4: 3,453 shares; 2025Q1: 2,701 shares; 2025Q2: 2,552 shares; 2025Q3: 2,485 shares 2,485 $288K 0.06% -67 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: 4,833 shares; 2024Q4: 5,337 shares; 2025Q1: 6,578 shares; 2025Q2: 6,174 shares; 2025Q3: 5,151 shares 5,151 $286K 0.06% -1,023 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,437 shares; 2024Q4: not reported; 2025Q1: 3,801 shares; 2025Q2: 3,972 shares; 2025Q3: 3,887 shares 3,887 $285K 0.06% -85 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: 8,053 shares; 2024Q4: not reported; 2025Q1: 3,063 shares; 2025Q2: 3,051 shares; 2025Q3: 2,891 shares 2,891 $283K 0.06% -160 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,023 shares; 2024Q4: 2,096 shares; 2025Q1: 2,059 shares; 2025Q2: 2,107 shares; 2025Q3: 2,112 shares 2,112 $279K 0.06% +5 Timeline BUFY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,834 shares 12,834 $279K 0.06% new Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,498 shares 2,498 $278K 0.06% new Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,290 shares; 2024Q4: 4,290 shares; 2025Q1: 4,290 shares; 2025Q2: 4,290 shares; 2025Q3: 4,290 shares 4,290 $278K 0.06% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 615 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 878 shares; 2025Q3: 943 shares 943 $272K 0.06% +65 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,740 shares; 2024Q4: 2,834 shares; 2025Q1: 2,511 shares; 2025Q2: 2,349 shares; 2025Q3: 2,111 shares 2,111 $271K 0.06% -238 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 697 shares; 2024Q4: 683 shares; 2025Q1: 780 shares; 2025Q2: 735 shares; 2025Q3: 717 shares 717 $265K 0.06% -18 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,600 shares; 2024Q4: 6,407 shares; 2025Q1: 6,349 shares; 2025Q2: 6,223 shares; 2025Q3: 6,223 shares 6,223 $265K 0.06% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,310 shares; 2025Q3: 6,046 shares 6,046 $259K 0.06% +736 Timeline NPO ENPRO INC More: the full row for ENPRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,595 shares; 2024Q4: 1,253 shares; 2025Q1: not reported; 2025Q2: 1,308 shares; 2025Q3: 1,135 shares 1,135 $256K 0.06% -173 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,091 shares; 2025Q1: 4,091 shares; 2025Q2: 3,884 shares; 2025Q3: 3,884 shares 3,884 $253K 0.06% 0 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,009 shares; 2024Q4: 1,051 shares; 2025Q1: 1,061 shares; 2025Q2: 1,089 shares; 2025Q3: 977 shares 977 $249K 0.05% -112 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 612 shares; 2024Q4: 306 shares; 2025Q1: 332 shares; 2025Q2: 326 shares; 2025Q3: 316 shares 316 $247K 0.05% -10 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 757 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 942 shares; 2025Q3: 947 shares 947 $245K 0.05% +5 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,367 shares; 2025Q2: 1,556 shares; 2025Q3: 1,528 shares 1,528 $243K 0.05% -28 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,217 shares; 2024Q4: 4,193 shares; 2025Q1: 1,698 shares; 2025Q2: 1,632 shares; 2025Q3: 1,632 shares 1,632 $243K 0.05% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,075 shares; 2024Q4: 3,075 shares; 2025Q1: 3,943 shares; 2025Q2: 2,435 shares; 2025Q3: 2,435 shares 2,435 $241K 0.05% 0 Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,137 shares; 2024Q4: 5,137 shares; 2025Q1: 5,137 shares; 2025Q2: 5,137 shares; 2025Q3: 5,137 shares 5,137 $240K 0.05% 0 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER 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: 9,142 shares; 2025Q2: 9,142 shares; 2025Q3: 9,328 shares 9,328 $238K 0.05% +186 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,781 shares; 2024Q4: 3,313 shares; 2025Q1: not reported; 2025Q2: 3,320 shares; 2025Q3: 3,330 shares 3,330 $237K 0.05% +10 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,540 shares; 2025Q3: 4,946 shares 4,946 $237K 0.05% +406 Timeline BUFS FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,437 shares 10,437 $235K 0.05% new Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,371 shares; 2024Q4: 5,553 shares; 2025Q1: 5,184 shares; 2025Q2: 5,263 shares; 2025Q3: 5,277 shares 5,277 $232K 0.05% +14 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,763 shares; 2025Q2: 3,763 shares; 2025Q3: 3,169 shares 3,169 $231K 0.05% -594 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,860 shares; 2025Q1: 8,881 shares; 2025Q2: not reported; 2025Q3: 6,525 shares 6,525 $229K 0.05% new Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,669 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,130 shares 1,130 $229K 0.05% new Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,490 shares; 2024Q4: 624 shares; 2025Q1: 618 shares; 2025Q2: 490 shares; 2025Q3: 472 shares 472 $229K 0.05% -18 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,085 shares; 2024Q4: 2,206 shares; 2025Q1: 4,217 shares; 2025Q2: 2,285 shares; 2025Q3: 2,371 shares 2,371 $224K 0.05% +86 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,403 shares; 2024Q4: 2,398 shares; 2025Q1: 2,399 shares; 2025Q2: 2,400 shares; 2025Q3: 2,401 shares 2,401 $224K 0.05% +1 Timeline CACI CACI INTL INC More: the full row for CACI INTL 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: 445 shares; 2025Q3: 448 shares 448 $223K 0.05% +3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,831 shares 1,831 $222K 0.05% new Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES 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: 6,225 shares 6,225 $220K 0.05% new Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,017 shares; 2025Q3: 5,017 shares 5,017 $220K 0.05% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,682 shares; 2024Q4: 1,475 shares; 2025Q1: not reported; 2025Q2: 15,079 shares; 2025Q3: 1,138 shares 1,138 $216K 0.05% -13,941 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,992 shares 2,992 $215K 0.05% new Timeline MUNI 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: 26,264 shares; 2024Q4: 26,264 shares; 2025Q1: 26,264 shares; 2025Q2: 17,829 shares; 2025Q3: 4,094 shares 4,094 $214K 0.05% -13,735 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,724 shares; 2025Q1: 1,645 shares; 2025Q2: 1,677 shares; 2025Q3: 1,686 shares 1,686 $214K 0.05% +9 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,223 shares; 2024Q4: 3,698 shares; 2025Q1: 3,129 shares; 2025Q2: not reported; 2025Q3: 2,546 shares 2,546 $212K 0.05% new Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,581 shares; 2024Q4: 2,581 shares; 2025Q1: 2,581 shares; 2025Q2: 2,643 shares; 2025Q3: 2,643 shares 2,643 $211K 0.05% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,629 shares; 2024Q4: 3,933 shares; 2025Q1: 3,926 shares; 2025Q2: 3,886 shares; 2025Q3: 3,118 shares 3,118 $210K 0.05% -768 Timeline SLI STANDARD LITHIUM CORP More: the full row for STANDARD LITHIUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,272 shares; 2024Q4: 58,972 shares; 2025Q1: 58,972 shares; 2025Q2: 58,972 shares; 2025Q3: 62,172 shares 62,172 $210K 0.05% +3,200 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,639 shares; 2025Q3: 5,599 shares 5,599 $204K 0.04% -40 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,421 shares 1,421 $203K 0.04% new Timeline ICFI ICF INTL INC More: the full row for ICF INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,455 shares; 2024Q4: 1,757 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,190 shares 2,190 $203K 0.04% new 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: 3,212 shares; 2024Q4: 1,670 shares; 2025Q1: 5,608 shares; 2025Q2: 3,897 shares; 2025Q3: 2,263 shares 2,263 $203K 0.04% -1,634 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,626 shares; 2024Q4: not reported; 2025Q1: 1,495 shares; 2025Q2: not reported; 2025Q3: 1,433 shares 1,433 $203K 0.04% new Timeline SIGI SELECTIVE INS GROUP INC More: the full row for SELECTIVE INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,203 shares; 2024Q4: 2,496 shares; 2025Q1: 2,435 shares; 2025Q2: 2,482 shares; 2025Q3: 2,480 shares 2,480 $201K 0.04% -2 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,228 shares; 2024Q4: 18,643 shares; 2025Q1: 9,926 shares; 2025Q2: not reported; 2025Q3: 7,180 shares 7,180 $201K 0.04% new Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,399 shares; 2024Q4: 28,800 shares; 2025Q1: 28,800 shares; 2025Q2: 28,800 shares; 2025Q3: 28,800 shares 28,800 $199K 0.04% 0 Timeline WEST WESTROCK COFFEE CO More: the full row for WESTROCK COFFEE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,454 shares; 2024Q4: 26,165 shares; 2025Q1: 36,105 shares; 2025Q2: 36,128 shares; 2025Q3: 38,926 shares 38,926 $189K 0.04% +2,798 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,184 shares; 2024Q4: 11,908 shares; 2025Q1: 12,440 shares; 2025Q2: 12,391 shares; 2025Q3: 12,485 shares 12,485 $160K 0.03% +94 Timeline WOOF PETCO HEALTH & WELLNESS CO I More: the full row for PETCO HEALTH & WELLNESS CO I 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: 34,783 shares; 2025Q3: 34,783 shares 34,783 $135K 0.03% 0 Timeline LAC LITHIUM AMERS CORP NEW More: the full row for LITHIUM AMERS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,572 shares 17,572 $100K 0.02% new Timeline CAPR CAPRICOR THERAPEUTICS INC More: the full row for CAPRICOR THERAPEUTICS 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: 12,000 shares 12,000 $86.5K 0.02% new Timeline EVGO EVGO INC More: the full row for EVGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,500 shares; 2024Q4: 14,500 shares; 2025Q1: 14,500 shares; 2025Q2: 14,500 shares; 2025Q3: 14,500 shares 14,500 $68.6K 0.01% 0 Timeline LAR LITHIUM ARGENTINA AG More: the full row for LITHIUM ARGENTINA AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,279 shares 11,279 $37.7K 0.01% new Timeline BTBT BIT DIGITAL INC More: the full row for BIT DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares 10,000 $30K 0.01% new Timeline