SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 536,458 shares; 2024Q4: 710,638 shares; 2025Q1: 817,424 shares; 2025Q2: 901,955 shares; 2025Q3: 1,035,283 shares 1,035,283 $44.3M 5.94% +133,328 Timeline GOVT 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: 737,514 shares; 2024Q4: 821,816 shares; 2025Q1: 940,531 shares; 2025Q2: 996,931 shares; 2025Q3: 1,049,542 shares 1,049,542 $24.3M 3.25% +52,611 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: 127,956 shares; 2024Q4: 137,908 shares; 2025Q1: 167,921 shares; 2025Q2: 168,431 shares; 2025Q3: 174,743 shares 174,743 $19.5M 2.61% +6,312 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: 128,073 shares; 2024Q4: 145,793 shares; 2025Q1: 162,540 shares; 2025Q2: 171,720 shares; 2025Q3: 180,364 shares 180,364 $17.2M 2.3% +8,644 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238,554 shares; 2024Q4: 258,311 shares; 2025Q1: 287,320 shares; 2025Q2: 312,881 shares; 2025Q3: 326,005 shares 326,005 $16.1M 2.16% +13,124 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: 145,452 shares; 2024Q4: 171,742 shares; 2025Q1: 202,965 shares; 2025Q2: 194,483 shares; 2025Q3: 220,641 shares 220,641 $16.1M 2.15% +26,158 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,915 shares; 2024Q4: 17,954 shares; 2025Q1: 48,446 shares; 2025Q2: 67,624 shares; 2025Q3: 71,718 shares 71,718 $15.9M 2.14% +4,094 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,688 shares; 2024Q4: 233,105 shares; 2025Q1: 281,118 shares; 2025Q2: 295,644 shares; 2025Q3: 302,308 shares 302,308 $15.3M 2.05% +6,664 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,193 shares; 2024Q4: 18,820 shares; 2025Q1: 21,706 shares; 2025Q2: 21,294 shares; 2025Q3: 21,091 shares 21,091 $10.9M 1.46% -203 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: 111,383 shares; 2024Q4: 137,678 shares; 2025Q1: 141,806 shares; 2025Q2: 146,808 shares; 2025Q3: 161,272 shares 161,272 $10.5M 1.41% +14,464 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: 33,698 shares; 2024Q4: 42,035 shares; 2025Q1: 44,849 shares; 2025Q2: 46,424 shares; 2025Q3: 44,098 shares 44,098 $10.2M 1.37% -2,326 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,891 shares; 2024Q4: 7,599 shares; 2025Q1: 18,249 shares; 2025Q2: 22,348 shares; 2025Q3: 27,772 shares 27,772 $9.87M 1.32% +5,424 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,621 shares; 2024Q4: 7,207 shares; 2025Q1: 24,961 shares; 2025Q2: 30,498 shares; 2025Q3: 39,531 shares 39,531 $9.33M 1.25% +9,033 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: 26,014 shares; 2024Q4: 27,433 shares; 2025Q1: 28,942 shares; 2025Q2: 30,896 shares; 2025Q3: 35,477 shares 35,477 $9.03M 1.21% +4,581 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,897 shares; 2024Q4: 53,792 shares; 2025Q1: 61,917 shares; 2025Q2: 60,496 shares; 2025Q3: 48,090 shares 48,090 $8.92M 1.2% -12,406 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: 37,869 shares; 2024Q4: 28,674 shares; 2025Q1: 31,460 shares; 2025Q2: 29,534 shares; 2025Q3: 31,562 shares 31,562 $8.88M 1.19% +2,028 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,119 shares; 2024Q4: 82,434 shares; 2025Q1: 80,466 shares; 2025Q2: 80,519 shares; 2025Q3: 79,471 shares 79,471 $8.82M 1.18% -1,048 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,244 shares; 2024Q4: 33,326 shares; 2025Q1: 35,887 shares; 2025Q2: 31,974 shares; 2025Q3: 30,976 shares 30,976 $8.74M 1.17% -998 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,897 shares; 2024Q4: 214,778 shares; 2025Q1: 169,862 shares; 2025Q2: 143,971 shares; 2025Q3: 123,154 shares 123,154 $8.24M 1.1% -20,817 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,440 shares; 2024Q4: 246,624 shares; 2025Q1: 257,377 shares; 2025Q2: 323,888 shares; 2025Q3: 322,708 shares 322,708 $8.22M 1.1% -1,180 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,502 shares; 2024Q4: 8,783 shares; 2025Q1: 9,478 shares; 2025Q2: 9,254 shares; 2025Q3: 116,510 shares 116,510 $7.7M 1.03% +107,256 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: 54,693 shares; 2024Q4: 73,468 shares; 2025Q1: 83,338 shares; 2025Q2: 105,275 shares; 2025Q3: 91,466 shares 91,466 $7.68M 1.03% -13,809 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 273,021 shares; 2024Q4: 259,956 shares; 2025Q1: 259,477 shares; 2025Q2: 204,533 shares; 2025Q3: 200,415 shares 200,415 $7.45M 1% -4,118 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,486 shares; 2024Q4: 18,366 shares; 2025Q1: 5,345 shares; 2025Q2: 5,085 shares; 2025Q3: 30,728 shares 30,728 $7.43M 1% +25,643 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,850 shares; 2025Q1: 29,459 shares; 2025Q2: 45,054 shares; 2025Q3: 51,795 shares 51,795 $7.34M 0.98% +6,741 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,469 shares; 2024Q4: 31,010 shares; 2025Q1: 35,139 shares; 2025Q2: 33,592 shares; 2025Q3: 31,708 shares 31,708 $7.28M 0.98% -1,884 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: 8,087 shares; 2024Q4: 8,001 shares; 2025Q1: 11,972 shares; 2025Q2: 10,842 shares; 2025Q3: 10,674 shares 10,674 $7.14M 0.96% -168 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,172 shares; 2024Q4: 15,583 shares; 2025Q1: 17,107 shares; 2025Q2: 20,440 shares; 2025Q3: 42,077 shares 42,077 $7M 0.94% +21,637 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: 9,664 shares; 2024Q4: 12,063 shares; 2025Q1: 13,945 shares; 2025Q2: 18,189 shares; 2025Q3: 33,479 shares 33,479 $6.85M 0.92% +15,290 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,529 shares; 2024Q4: 172,211 shares; 2025Q1: 211,596 shares; 2025Q2: 225,652 shares; 2025Q3: 216,925 shares 216,925 $6.85M 0.92% -8,727 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: 92,946 shares; 2024Q4: 94,246 shares; 2025Q1: 98,764 shares; 2025Q2: 99,677 shares; 2025Q3: 98,278 shares 98,278 $6.72M 0.9% -1,399 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,298 shares; 2024Q4: 73,359 shares; 2025Q1: 71,086 shares; 2025Q2: 73,930 shares; 2025Q3: 80,904 shares 80,904 $6.64M 0.89% +6,974 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,657 shares; 2024Q4: 45,581 shares; 2025Q1: 50,063 shares; 2025Q2: 60,189 shares; 2025Q3: 66,341 shares 66,341 $6.52M 0.87% +6,152 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 266,052 shares; 2025Q1: 355,686 shares; 2025Q2: 495,267 shares; 2025Q3: 594,935 shares 594,935 $5.89M 0.79% +99,668 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,111 shares; 2024Q4: 20,169 shares; 2025Q1: 23,288 shares; 2025Q2: 24,451 shares; 2025Q3: 23,887 shares 23,887 $5.88M 0.79% -564 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,260 shares; 2024Q4: 9,380 shares; 2025Q1: 10,625 shares; 2025Q2: 11,548 shares; 2025Q3: 12,249 shares 12,249 $5.84M 0.78% +701 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 213,344 shares; 2025Q3: 202,023 shares 202,023 $5.74M 0.77% -11,321 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,472 shares; 2025Q2: 43,991 shares; 2025Q3: 46,066 shares 46,066 $5.68M 0.76% +2,075 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,669 shares; 2025Q3: 57,489 shares 57,489 $5.48M 0.73% +54,820 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,143 shares; 2024Q4: 9,623 shares; 2025Q1: 10,778 shares; 2025Q2: 11,455 shares; 2025Q3: 11,924 shares 11,924 $5.45M 0.73% +469 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,654 shares; 2024Q4: 10,658 shares; 2025Q1: 12,350 shares; 2025Q2: 12,607 shares; 2025Q3: 12,836 shares 12,836 $5.42M 0.73% +229 Timeline SPAB 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: 249,579 shares; 2024Q4: 229,888 shares; 2025Q1: 209,337 shares; 2025Q2: 206,578 shares; 2025Q3: 205,632 shares 205,632 $5.32M 0.71% -946 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,782 shares; 2024Q4: 49,408 shares; 2025Q1: 97,582 shares; 2025Q2: 49,329 shares; 2025Q3: 55,056 shares 55,056 $5.31M 0.71% +5,727 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,764 shares; 2024Q4: 139,550 shares; 2025Q1: 145,686 shares; 2025Q2: 167,889 shares; 2025Q3: 215,744 shares 215,744 $5.3M 0.71% +47,855 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,097 shares; 2025Q2: 15,839 shares; 2025Q3: 16,226 shares 16,226 $5.24M 0.7% +387 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,138 shares; 2024Q4: 22,183 shares; 2025Q1: 25,754 shares; 2025Q2: 33,700 shares; 2025Q3: 37,837 shares 37,837 $5.18M 0.69% +4,137 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,629 shares; 2024Q4: 4,556 shares; 2025Q1: 5,399 shares; 2025Q2: 12,023 shares; 2025Q3: 68,084 shares 68,084 $5.18M 0.69% +56,061 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,620 shares; 2024Q4: 47,548 shares; 2025Q1: 51,824 shares; 2025Q2: 46,413 shares; 2025Q3: 63,129 shares 63,129 $5.17M 0.69% +16,716 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,946 shares; 2024Q4: 43,965 shares; 2025Q1: 50,745 shares; 2025Q2: 51,302 shares; 2025Q3: 55,598 shares 55,598 $5.06M 0.68% +4,296 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,597 shares; 2024Q4: 17,835 shares; 2025Q1: 16,876 shares; 2025Q2: 18,273 shares; 2025Q3: 23,106 shares 23,106 $5.02M 0.67% +4,833 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: 83,745 shares; 2024Q4: 79,950 shares; 2025Q1: 64,888 shares; 2025Q2: 64,395 shares; 2025Q3: 63,805 shares 63,805 $5M 0.67% -590 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,494 shares; 2024Q4: 15,275 shares; 2025Q1: 18,083 shares; 2025Q2: 17,837 shares; 2025Q3: 19,080 shares 19,080 $4.98M 0.67% +1,243 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: 2,417 shares; 2024Q4: 2,910 shares; 2025Q1: 3,143 shares; 2025Q2: 3,240 shares; 2025Q3: 36,965 shares 36,965 $4.93M 0.66% +33,725 Timeline BOXX 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: 29,465 shares; 2024Q4: 27,953 shares; 2025Q1: 29,651 shares; 2025Q2: 92,758 shares; 2025Q3: 43,227 shares 43,227 $4.92M 0.66% -49,531 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: 35,533 shares; 2024Q4: 34,524 shares; 2025Q1: 38,645 shares; 2025Q2: 47,061 shares; 2025Q3: 46,103 shares 46,103 $4.91M 0.66% -958 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,557 shares; 2024Q4: 64,326 shares; 2025Q1: 85,279 shares; 2025Q2: 86,873 shares; 2025Q3: 50,777 shares 50,777 $4.81M 0.65% -36,096 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,620 shares; 2024Q4: 6,830 shares; 2025Q1: 7,672 shares; 2025Q2: 6,231 shares; 2025Q3: 10,151 shares 10,151 $4.64M 0.62% +3,920 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 364,999 shares; 2024Q4: 490,753 shares; 2025Q1: 598,482 shares; 2025Q2: 575,268 shares; 2025Q3: 562,222 shares 562,222 $4.6M 0.62% -13,046 OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,005 shares; 2024Q4: 53,010 shares; 2025Q1: 56,115 shares; 2025Q2: 48,449 shares; 2025Q3: 47,033 shares 47,033 $4.3M 0.58% -1,416 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: 5,585 shares; 2024Q4: 6,487 shares; 2025Q1: 6,463 shares; 2025Q2: 5,972 shares; 2025Q3: 19,542 shares 19,542 $4.29M 0.58% +13,570 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,454 shares; 2024Q4: 24,976 shares; 2025Q1: 28,475 shares; 2025Q2: 31,369 shares; 2025Q3: 35,482 shares 35,482 $4.2M 0.56% +4,113 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,295 shares; 2024Q4: 35,640 shares; 2025Q1: 37,640 shares; 2025Q2: 72,232 shares; 2025Q3: 81,180 shares 81,180 $4.05M 0.54% +8,948 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,950 shares; 2024Q4: 13,014 shares; 2025Q1: 15,933 shares; 2025Q2: 18,229 shares; 2025Q3: 20,090 shares 20,090 $4.03M 0.54% +1,861 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,787 shares; 2024Q4: 106,373 shares; 2025Q1: 117,475 shares; 2025Q2: 141,913 shares; 2025Q3: 144,451 shares 144,451 $3.93M 0.53% +2,538 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,050 shares; 2024Q4: 10,586 shares; 2025Q1: 12,289 shares; 2025Q2: 13,462 shares; 2025Q3: 16,536 shares 16,536 $3.77M 0.51% +3,074 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: 6,713 shares; 2024Q4: 10,587 shares; 2025Q1: 5,911 shares; 2025Q2: 4,003 shares; 2025Q3: 6,131 shares 6,131 $3.68M 0.49% +2,128 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: 15,550 shares; 2024Q4: 15,307 shares; 2025Q1: 16,752 shares; 2025Q2: 18,736 shares; 2025Q3: 19,259 shares 19,259 $3.54M 0.47% +523 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: 25,211 shares; 2024Q4: 24,849 shares; 2025Q1: 25,343 shares; 2025Q2: 18,176 shares; 2025Q3: 18,631 shares 18,631 $3.48M 0.47% +455 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: 20,638 shares; 2024Q4: 27,096 shares; 2025Q1: 31,364 shares; 2025Q2: 47,955 shares; 2025Q3: 50,716 shares 50,716 $3.26M 0.44% +2,761 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,756 shares; 2024Q4: 190,469 shares; 2025Q1: 113,094 shares; 2025Q2: 101,302 shares; 2025Q3: 87,275 shares 87,275 $3.21M 0.43% -14,027 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,846 shares; 2024Q4: 11,735 shares; 2025Q1: 39,536 shares; 2025Q2: 44,479 shares; 2025Q3: 52,589 shares 52,589 $3.14M 0.42% +8,110 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,884 shares; 2024Q4: 32,985 shares; 2025Q1: 56,623 shares; 2025Q2: 57,184 shares; 2025Q3: 62,021 shares 62,021 $3.04M 0.41% +4,837 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: 9,185 shares; 2024Q4: 4,345 shares; 2025Q1: 27,043 shares; 2025Q2: 50,652 shares; 2025Q3: 52,578 shares 52,578 $3M 0.4% +1,926 Timeline SCHO 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: 52,120 shares; 2024Q4: 106,570 shares; 2025Q1: 115,083 shares; 2025Q2: 116,832 shares; 2025Q3: 116,567 shares 116,567 $2.84M 0.38% -265 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,884 shares; 2024Q4: 159,109 shares; 2025Q1: 152,445 shares; 2025Q2: 155,482 shares; 2025Q3: 210,509 shares 210,509 $2.83M 0.38% +55,027 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,701 shares; 2024Q4: 59,062 shares; 2025Q1: 71,186 shares; 2025Q2: 103,526 shares; 2025Q3: 120,140 shares 120,140 $2.75M 0.37% +16,614 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,226 shares; 2024Q4: 5,752 shares; 2025Q1: 6,279 shares; 2025Q2: 6,654 shares; 2025Q3: 8,360 shares 8,360 $2.57M 0.35% +1,706 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM 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: 23,519 shares; 2025Q2: 29,375 shares; 2025Q3: 38,973 shares 38,973 $2.46M 0.33% +9,598 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,377 shares; 2024Q4: 24,656 shares; 2025Q1: 25,951 shares; 2025Q2: 24,831 shares; 2025Q3: 23,663 shares 23,663 $2.43M 0.33% -1,168 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,985 shares; 2024Q4: 8,228 shares; 2025Q1: 8,208 shares; 2025Q2: 37,317 shares; 2025Q3: 42,096 shares 42,096 $2.42M 0.32% +4,779 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,014 shares; 2024Q4: not reported; 2025Q1: 7,266 shares; 2025Q2: 16,914 shares; 2025Q3: 41,293 shares 41,293 $2.21M 0.3% +24,379 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,871 shares; 2024Q4: 19,812 shares; 2025Q1: 19,877 shares; 2025Q2: 18,550 shares; 2025Q3: 20,250 shares 20,250 $2.09M 0.28% +1,700 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,336 shares; 2024Q4: 4,347 shares; 2025Q1: 4,625 shares; 2025Q2: 6,535 shares; 2025Q3: 6,435 shares 6,435 $2.07M 0.28% -100 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: 2,535 shares; 2024Q4: 3,310 shares; 2025Q1: 3,470 shares; 2025Q2: 3,598 shares; 2025Q3: 1,898 shares 1,898 $2.05M 0.27% -1,700 Timeline FMAT FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,291 shares; 2024Q4: 26,988 shares; 2025Q1: 29,170 shares; 2025Q2: 32,288 shares; 2025Q3: 38,848 shares 38,848 $2.04M 0.27% +6,560 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: 10,163 shares; 2024Q4: 9,289 shares; 2025Q1: 8,257 shares; 2025Q2: 10,852 shares; 2025Q3: 10,909 shares 10,909 $2.03M 0.27% +57 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,913 shares; 2024Q4: 215,226 shares; 2025Q1: 116,881 shares; 2025Q2: 93,745 shares; 2025Q3: 76,342 shares 76,342 $2.01M 0.27% -17,403 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,395 shares; 2024Q4: 30,469 shares; 2025Q1: 33,554 shares; 2025Q2: 33,187 shares; 2025Q3: 34,008 shares 34,008 $1.92M 0.26% +821 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,818 shares; 2024Q4: 23,528 shares; 2025Q1: 18,149 shares; 2025Q2: 17,854 shares; 2025Q3: 17,854 shares 17,854 $1.87M 0.25% 0 Timeline SPHY 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: 33,351 shares; 2024Q4: 26,787 shares; 2025Q1: 81,076 shares; 2025Q2: 78,672 shares; 2025Q3: 77,065 shares 77,065 $1.84M 0.25% -1,607 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: 7,179 shares; 2024Q4: 8,154 shares; 2025Q1: 9,512 shares; 2025Q2: 9,221 shares; 2025Q3: 2,406 shares 2,406 $1.84M 0.25% -6,815 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: 4,768 shares; 2024Q4: 3,310 shares; 2025Q1: 2,608 shares; 2025Q2: 2,883 shares; 2025Q3: 4,106 shares 4,106 $1.83M 0.24% +1,223 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: 779 shares; 2024Q4: 788 shares; 2025Q1: 894 shares; 2025Q2: 3,014 shares; 2025Q3: 2,935 shares 2,935 $1.8M 0.24% -79 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: 1,572 shares; 2024Q4: 1,860 shares; 2025Q1: 1,870 shares; 2025Q2: 2,011 shares; 2025Q3: 2,446 shares 2,446 $1.8M 0.24% +435 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,600 shares; 2024Q4: 2,625 shares; 2025Q1: 3,678 shares; 2025Q2: 3,583 shares; 2025Q3: 3,690 shares 3,690 $1.77M 0.24% +107 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,626 shares; 2025Q2: 36,123 shares; 2025Q3: 34,554 shares 34,554 $1.75M 0.24% -1,569 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,115 shares; 2024Q4: 32,639 shares; 2025Q1: 32,196 shares; 2025Q2: 31,700 shares; 2025Q3: 31,643 shares 31,643 $1.75M 0.23% -57 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,143 shares; 2024Q4: 4,393 shares; 2025Q1: 29,595 shares; 2025Q2: 64,374 shares; 2025Q3: 21,757 shares 21,757 $1.74M 0.23% -42,617 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,143 shares; 2024Q4: 21,720 shares; 2025Q1: 3,806 shares; 2025Q2: 3,913 shares; 2025Q3: 22,582 shares 22,582 $1.72M 0.23% +18,669 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46,680 shares; 2025Q2: 47,351 shares; 2025Q3: 47,195 shares 47,195 $1.71M 0.23% -156 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,265 shares; 2024Q4: 48,893 shares; 2025Q1: 34,873 shares; 2025Q2: 21,852 shares; 2025Q3: 17,257 shares 17,257 $1.68M 0.22% -4,595 Timeline AAVM 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: 123,162 shares; 2024Q4: 109,800 shares; 2025Q1: 72,953 shares; 2025Q2: 66,266 shares; 2025Q3: 57,059 shares 57,059 $1.64M 0.22% -9,207 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: 4,806 shares; 2024Q4: 5,257 shares; 2025Q1: 6,810 shares; 2025Q2: 9,000 shares; 2025Q3: 8,425 shares 8,425 $1.64M 0.22% -575 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,534 shares; 2024Q4: 3,674 shares; 2025Q1: not reported; 2025Q2: 8,039 shares; 2025Q3: 20,391 shares 20,391 $1.64M 0.22% +12,352 Timeline SPSB 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: 56,464 shares; 2024Q4: 57,218 shares; 2025Q1: 50,585 shares; 2025Q2: 52,873 shares; 2025Q3: 52,200 shares 52,200 $1.58M 0.21% -673 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: 2,958 shares; 2024Q4: 3,110 shares; 2025Q1: 3,181 shares; 2025Q2: 7,444 shares; 2025Q3: 8,970 shares 8,970 $1.5M 0.2% +1,526 Timeline ROMO STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,034 shares; 2024Q4: 83,719 shares; 2025Q1: 60,800 shares; 2025Q2: 51,660 shares; 2025Q3: 43,558 shares 43,558 $1.46M 0.2% -8,102 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,963 shares; 2024Q4: not reported; 2025Q1: 39,267 shares; 2025Q2: 37,004 shares; 2025Q3: 35,939 shares 35,939 $1.46M 0.2% -1,065 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: 20,828 shares; 2024Q4: 21,327 shares; 2025Q1: 19,098 shares; 2025Q2: 5,119 shares; 2025Q3: 4,402 shares 4,402 $1.45M 0.19% -717 Timeline IDU 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: 8,880 shares; 2025Q3: 13,053 shares 13,053 $1.45M 0.19% +4,173 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: 40,957 shares; 2024Q4: 37,088 shares; 2025Q1: 37,216 shares; 2025Q2: 37,276 shares; 2025Q3: 37,364 shares 37,364 $1.44M 0.19% +88 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,155 shares; 2024Q4: 39,421 shares; 2025Q1: 32,450 shares; 2025Q2: 30,790 shares; 2025Q3: 30,290 shares 30,290 $1.42M 0.19% -500 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: 4,049 shares; 2024Q4: 3,622 shares; 2025Q1: 3,535 shares; 2025Q2: 3,495 shares; 2025Q3: 3,494 shares 3,494 $1.42M 0.19% -1 Timeline RDVI 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: 58,302 shares; 2025Q2: 55,852 shares; 2025Q3: 54,681 shares 54,681 $1.41M 0.19% -1,171 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL 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: 76,422 shares; 2025Q2: 73,375 shares; 2025Q3: 71,789 shares 71,789 $1.37M 0.18% -1,586 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,455 shares; 2024Q4: 18,996 shares; 2025Q1: 19,309 shares; 2025Q2: 19,876 shares; 2025Q3: 22,845 shares 22,845 $1.35M 0.18% +2,969 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,311 shares; 2024Q4: 17,054 shares; 2025Q1: 14,828 shares; 2025Q2: 22,414 shares; 2025Q3: 19,918 shares 19,918 $1.35M 0.18% -2,496 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: 7,471 shares; 2024Q4: 7,851 shares; 2025Q1: 6,611 shares; 2025Q2: 5,691 shares; 2025Q3: 5,375 shares 5,375 $1.31M 0.18% -316 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,608 shares; 2024Q4: 10,936 shares; 2025Q1: 11,351 shares; 2025Q2: 10,461 shares; 2025Q3: 10,467 shares 10,467 $1.26M 0.17% +6 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: 2,138 shares; 2024Q4: 2,306 shares; 2025Q1: 3,875 shares; 2025Q2: 3,612 shares; 2025Q3: 3,610 shares 3,610 $1.23M 0.17% -2 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: 8,749 shares; 2024Q4: 9,417 shares; 2025Q1: 9,757 shares; 2025Q2: 10,287 shares; 2025Q3: 10,844 shares 10,844 $1.22M 0.16% +557 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: 18,527 shares; 2024Q4: 16,673 shares; 2025Q1: 15,390 shares; 2025Q2: 15,441 shares; 2025Q3: 15,091 shares 15,091 $1.22M 0.16% -350 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH 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: 27,405 shares; 2025Q2: 27,806 shares; 2025Q3: 27,700 shares 27,700 $1.22M 0.16% -106 Timeline SFLR 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: 31,593 shares; 2025Q2: 32,070 shares; 2025Q3: 31,947 shares 31,947 $1.15M 0.15% -123 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: 11,853 shares; 2024Q4: 3,684 shares; 2025Q1: 3,155 shares; 2025Q2: 2,654 shares; 2025Q3: 2,914 shares 2,914 $1.14M 0.15% +260 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: not reported; 2024Q4: 426 shares; 2025Q1: 2,037 shares; 2025Q2: 2,080 shares; 2025Q3: 2,529 shares 2,529 $1.13M 0.15% +449 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: not reported; 2024Q4: not reported; 2025Q1: 25,920 shares; 2025Q2: 26,311 shares; 2025Q3: 25,636 shares 25,636 $1.11M 0.15% -675 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: not reported; 2024Q4: 251 shares; 2025Q1: 442 shares; 2025Q2: 335 shares; 2025Q3: 897 shares 897 $1.08M 0.14% +562 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: 3,893 shares; 2024Q4: 4,055 shares; 2025Q1: 4,218 shares; 2025Q2: 3,459 shares; 2025Q3: 3,402 shares 3,402 $1.07M 0.14% -57 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: 16,735 shares; 2024Q4: 14,140 shares; 2025Q1: 10,952 shares; 2025Q2: 10,952 shares; 2025Q3: 10,648 shares 10,648 $1.07M 0.14% -304 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,309 shares; 2024Q4: 5,039 shares; 2025Q1: 6,426 shares; 2025Q2: 6,637 shares; 2025Q3: 6,547 shares 6,547 $1.06M 0.14% -90 Timeline SPMD 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: 20,351 shares; 2024Q4: 19,658 shares; 2025Q1: 18,947 shares; 2025Q2: 18,520 shares; 2025Q3: 18,404 shares 18,404 $1.05M 0.14% -116 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 840 shares; 2024Q4: 961 shares; 2025Q1: 1,057 shares; 2025Q2: 1,170 shares; 2025Q3: 2,123 shares 2,123 $1.04M 0.14% +953 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,126 shares; 2024Q4: 6,743 shares; 2025Q1: 8,909 shares; 2025Q2: 1,897 shares; 2025Q3: 1,838 shares 1,838 $1.03M 0.14% -59 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,206 shares; 2024Q4: not reported; 2025Q1: 2,938 shares; 2025Q2: 3,725 shares; 2025Q3: 5,970 shares 5,970 $999K 0.13% +2,245 Timeline SPHD 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: 15,162 shares; 2024Q4: 15,162 shares; 2025Q1: 15,162 shares; 2025Q2: 19,096 shares; 2025Q3: 19,534 shares 19,534 $966K 0.13% +438 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,145 shares; 2024Q4: 23,233 shares; 2025Q1: 23,416 shares; 2025Q2: 23,383 shares; 2025Q3: 19,985 shares 19,985 $933K 0.13% -3,398 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,134 shares; 2024Q4: 3,227 shares; 2025Q1: 2,866 shares; 2025Q2: 2,742 shares; 2025Q3: 2,742 shares 2,742 $911K 0.12% 0 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: 1,765 shares; 2024Q4: 1,699 shares; 2025Q1: 1,789 shares; 2025Q2: 1,846 shares; 2025Q3: 1,807 shares 1,807 $908K 0.12% -39 Timeline VGSH 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: 20,076 shares; 2024Q4: 22,777 shares; 2025Q1: 14,449 shares; 2025Q2: 16,234 shares; 2025Q3: 15,074 shares 15,074 $887K 0.12% -1,160 Timeline OEF 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: 716 shares; 2025Q1: 1,446 shares; 2025Q2: 1,711 shares; 2025Q3: 2,608 shares 2,608 $868K 0.12% +897 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,330 shares; 2024Q4: 2,390 shares; 2025Q1: 3,470 shares; 2025Q2: 4,057 shares; 2025Q3: 4,167 shares 4,167 $861K 0.12% +110 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: 13,629 shares; 2024Q4: 13,939 shares; 2025Q1: 13,412 shares; 2025Q2: 12,810 shares; 2025Q3: 12,941 shares 12,941 $858K 0.12% +131 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: 3,605 shares; 2024Q4: 4,401 shares; 2025Q1: 4,861 shares; 2025Q2: 4,635 shares; 2025Q3: 4,483 shares 4,483 $854K 0.11% -152 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: 8,665 shares; 2024Q4: 7,665 shares; 2025Q1: 9,063 shares; 2025Q2: 9,063 shares; 2025Q3: 9,127 shares 9,127 $852K 0.11% +64 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,476 shares; 2024Q4: 26,399 shares; 2025Q1: 30,087 shares; 2025Q2: 5,710 shares; 2025Q3: 7,657 shares 7,657 $848K 0.11% +1,947 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE 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: 558 shares; 2025Q2: 588 shares; 2025Q3: 1,180 shares 1,180 $847K 0.11% +592 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,368 shares; 2024Q4: 1,853 shares; 2025Q1: 2,534 shares; 2025Q2: 2,525 shares; 2025Q3: 2,811 shares 2,811 $846K 0.11% +286 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: 9,016 shares; 2024Q4: 9,917 shares; 2025Q1: 10,989 shares; 2025Q2: 12,421 shares; 2025Q3: 2,255 shares 2,255 $844K 0.11% -10,166 Timeline SPTI 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: 30,349 shares; 2024Q4: 30,070 shares; 2025Q1: 30,070 shares; 2025Q2: 29,408 shares; 2025Q3: 29,198 shares 29,198 $844K 0.11% -210 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: 21,176 shares; 2024Q4: 20,452 shares; 2025Q1: 21,029 shares; 2025Q2: 20,202 shares; 2025Q3: 19,192 shares 19,192 $843K 0.11% -1,010 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,935 shares; 2025Q3: 12,733 shares 12,733 $839K 0.11% +3,798 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,173 shares; 2024Q4: 891 shares; 2025Q1: 1,149 shares; 2025Q2: 2,846 shares; 2025Q3: 2,895 shares 2,895 $816K 0.11% +49 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,436 shares; 2024Q4: 6,086 shares; 2025Q1: 6,093 shares; 2025Q2: 6,046 shares; 2025Q3: 5,767 shares 5,767 $810K 0.11% -279 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: 2,868 shares; 2024Q4: not reported; 2025Q1: 4,128 shares; 2025Q2: 6,024 shares; 2025Q3: 8,167 shares 8,167 $800K 0.11% +2,143 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,265 shares; 2024Q4: 16,959 shares; 2025Q1: 4,121 shares; 2025Q2: 2,377 shares; 2025Q3: 2,261 shares 2,261 $792K 0.11% -116 Timeline SPTS 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: 32,357 shares; 2024Q4: 32,671 shares; 2025Q1: 26,647 shares; 2025Q2: 26,474 shares; 2025Q3: 26,439 shares 26,439 $775K 0.1% -35 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,784 shares; 2024Q4: 101,044 shares; 2025Q1: 52,321 shares; 2025Q2: 41,399 shares; 2025Q3: 33,256 shares 33,256 $774K 0.1% -8,143 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 884 shares; 2025Q3: 2,835 shares 2,835 $771K 0.1% +1,951 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: 4,653 shares; 2024Q4: 6,027 shares; 2025Q1: 7,536 shares; 2025Q2: 6,957 shares; 2025Q3: 7,852 shares 7,852 $767K 0.1% +895 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: 5,898 shares; 2024Q4: 5,644 shares; 2025Q1: 6,166 shares; 2025Q2: 6,552 shares; 2025Q3: 6,681 shares 6,681 $765K 0.1% +129 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: 18,731 shares; 2024Q4: 22,705 shares; 2025Q1: 6,532 shares; 2025Q2: 2,970 shares; 2025Q3: 2,710 shares 2,710 $765K 0.1% -260 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: 884 shares; 2024Q4: 895 shares; 2025Q1: 915 shares; 2025Q2: 824 shares; 2025Q3: 821 shares 821 $760K 0.1% -3 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,590 shares; 2024Q4: 2,812 shares; 2025Q1: 3,863 shares; 2025Q2: 3,963 shares; 2025Q3: 4,006 shares 4,006 $749K 0.1% +43 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,771 shares; 2025Q2: 5,830 shares; 2025Q3: 6,094 shares 6,094 $738K 0.1% +264 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,993 shares; 2024Q4: 7,256 shares; 2025Q1: 8,755 shares; 2025Q2: 8,162 shares; 2025Q3: 7,697 shares 7,697 $726K 0.1% -465 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131 shares; 2024Q4: 159 shares; 2025Q1: 196 shares; 2025Q2: 222 shares; 2025Q3: 475 shares 475 $711K 0.1% +253 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,620 shares; 2024Q4: 1,646 shares; 2025Q1: 2,116 shares; 2025Q2: 2,021 shares; 2025Q3: 2,363 shares 2,363 $694K 0.09% +342 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,622 shares; 2024Q4: 16,647 shares; 2025Q1: 15,778 shares; 2025Q2: 15,185 shares; 2025Q3: 14,949 shares 14,949 $692K 0.09% -236 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,544 shares; 2025Q2: 23,583 shares; 2025Q3: 23,046 shares 23,046 $685K 0.09% -537 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,779 shares; 2024Q4: 16,762 shares; 2025Q1: 18,212 shares; 2025Q2: 20,088 shares; 2025Q3: 21,572 shares 21,572 $678K 0.09% +1,484 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,507 shares; 2024Q4: 1,542 shares; 2025Q1: 1,278 shares; 2025Q2: 1,242 shares; 2025Q3: 2,052 shares 2,052 $673K 0.09% +810 Timeline DFAE 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: 13,539 shares; 2024Q4: 13,922 shares; 2025Q1: 18,083 shares; 2025Q2: 20,864 shares; 2025Q3: 21,149 shares 21,149 $667K 0.09% +285 Timeline INCY INCYTE CORP More: the full row for INCYTE 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: 7,839 shares 7,839 $665K 0.09% new Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,762 shares; 2025Q2: 4,463 shares; 2025Q3: 6,384 shares 6,384 $657K 0.09% +1,921 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: 1,049 shares; 2024Q4: 476 shares; 2025Q1: 1,118 shares; 2025Q2: 1,138 shares; 2025Q3: 1,315 shares 1,315 $657K 0.09% +177 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: 4,894 shares; 2024Q4: 4,935 shares; 2025Q1: 4,547 shares; 2025Q2: 4,294 shares; 2025Q3: 4,269 shares 4,269 $656K 0.09% -25 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,775 shares; 2024Q4: 3,796 shares; 2025Q1: 4,453 shares; 2025Q2: 4,697 shares; 2025Q3: 4,681 shares 4,681 $656K 0.09% -16 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,955 shares; 2025Q1: 3,069 shares; 2025Q2: 2,636 shares; 2025Q3: 3,334 shares 3,334 $654K 0.09% +698 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,300 shares; 2025Q3: 2,376 shares 2,376 $644K 0.09% +76 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,803 shares; 2024Q4: 30,764 shares; 2025Q1: 31,460 shares; 2025Q2: 31,567 shares; 2025Q3: 8,793 shares 8,793 $624K 0.08% -22,774 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,234 shares; 2025Q1: 12,112 shares; 2025Q2: 12,119 shares; 2025Q3: 12,198 shares 12,198 $615K 0.08% +79 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: 10,995 shares; 2024Q4: 11,538 shares; 2025Q1: 9,051 shares; 2025Q2: 9,155 shares; 2025Q3: 8,170 shares 8,170 $608K 0.08% -985 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,014 shares; 2024Q4: 8,525 shares; 2025Q1: 9,507 shares; 2025Q2: 8,825 shares; 2025Q3: 8,928 shares 8,928 $602K 0.08% +103 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,254 shares; 2024Q4: 8,626 shares; 2025Q1: not reported; 2025Q2: 5,436 shares; 2025Q3: 7,295 shares 7,295 $598K 0.08% +1,859 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,372 shares; 2025Q3: 6,259 shares 6,259 $596K 0.08% -113 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,383 shares; 2024Q4: 7,566 shares; 2025Q1: 8,350 shares; 2025Q2: 7,459 shares; 2025Q3: 7,433 shares 7,433 $594K 0.08% -26 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,737 shares; 2024Q4: 3,171 shares; 2025Q1: 3,322 shares; 2025Q2: 3,408 shares; 2025Q3: 3,428 shares 3,428 $584K 0.08% +20 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,283 shares; 2024Q4: 2,106 shares; 2025Q1: 2,104 shares; 2025Q2: 2,089 shares; 2025Q3: 2,060 shares 2,060 $575K 0.08% -29 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,952 shares 3,952 $571K 0.08% new Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,697 shares; 2024Q4: 7,876 shares; 2025Q1: 7,524 shares; 2025Q2: 10,642 shares; 2025Q3: 11,087 shares 11,087 $568K 0.08% +445 Timeline FOX FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,115 shares; 2024Q4: 14,124 shares; 2025Q1: 13,472 shares; 2025Q2: 10,526 shares; 2025Q3: 9,705 shares 9,705 $556K 0.07% -821 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,446 shares; 2024Q4: 1,485 shares; 2025Q1: 1,476 shares; 2025Q2: 1,543 shares; 2025Q3: 1,595 shares 1,595 $551K 0.07% +52 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,117 shares 16,117 $551K 0.07% new Timeline YieldMax MSTR Option Income… YieldMax MSTR Option Income Strat… More: the full row for YieldMax MSTR Option Income Strategy 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: 16,776 shares; 2025Q2: 38,025 shares; 2025Q3: 39,409 shares 39,409 $550K 0.07% +1,384 MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,795 shares; 2025Q1: 2,036 shares; 2025Q2: 1,821 shares; 2025Q3: 1,796 shares 1,796 $546K 0.07% -25 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,600 shares; 2024Q4: 19,112 shares; 2025Q1: 13,711 shares; 2025Q2: 10,228 shares; 2025Q3: 6,068 shares 6,068 $542K 0.07% -4,160 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,775 shares; 2025Q1: 5,386 shares; 2025Q2: 5,898 shares; 2025Q3: 5,978 shares 5,978 $536K 0.07% +80 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,788 shares; 2024Q4: 3,788 shares; 2025Q1: 3,790 shares; 2025Q2: 5,213 shares; 2025Q3: 5,184 shares 5,184 $534K 0.07% -29 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 507 shares; 2024Q4: 625 shares; 2025Q1: 586 shares; 2025Q2: 584 shares; 2025Q3: 578 shares 578 $532K 0.07% -6 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: not reported; 2024Q4: 753 shares; 2025Q1: 1,000 shares; 2025Q2: 1,233 shares; 2025Q3: 1,477 shares 1,477 $519K 0.07% +244 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,605 shares; 2024Q4: 10,895 shares; 2025Q1: 11,059 shares; 2025Q2: 10,532 shares; 2025Q3: 10,339 shares 10,339 $518K 0.07% -193 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,381 shares; 2024Q4: 5,781 shares; 2025Q1: 5,220 shares; 2025Q2: 5,201 shares; 2025Q3: 5,695 shares 5,695 $511K 0.07% +494 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS 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: 2,185 shares; 2025Q2: 2,307 shares; 2025Q3: 2,659 shares 2,659 $506K 0.07% +352 Timeline ADSK AUTODESK INC More: the full row for AUTODESK 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: 1,589 shares 1,589 $505K 0.07% 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: 10,906 shares; 2024Q4: 10,734 shares; 2025Q1: 6,440 shares; 2025Q2: 5,701 shares; 2025Q3: 5,626 shares 5,626 $503K 0.07% -75 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,690 shares; 2025Q3: 11,182 shares 11,182 $492K 0.07% +492 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,566 shares; 2025Q3: 1,566 shares 1,566 $486K 0.07% 0 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,399 shares; 2024Q4: 1,366 shares; 2025Q1: 1,342 shares; 2025Q2: 1,326 shares; 2025Q3: 2,211 shares 2,211 $482K 0.06% +885 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,096 shares; 2024Q4: 2,145 shares; 2025Q1: 2,364 shares; 2025Q2: 2,204 shares; 2025Q3: 2,225 shares 2,225 $480K 0.06% +21 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,376 shares; 2024Q4: 3,832 shares; 2025Q1: 4,183 shares; 2025Q2: 3,794 shares; 2025Q3: 3,833 shares 3,833 $477K 0.06% +39 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,037 shares; 2024Q4: 1,197 shares; 2025Q1: 1,244 shares; 2025Q2: 1,295 shares; 2025Q3: 1,470 shares 1,470 $475K 0.06% +175 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: 14,543 shares; 2024Q4: 15,587 shares; 2025Q1: 14,163 shares; 2025Q2: 14,163 shares; 2025Q3: 14,163 shares 14,163 $473K 0.06% 0 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,221 shares; 2025Q3: 12,448 shares 12,448 $471K 0.06% +1,227 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,091 shares; 2024Q4: 4,932 shares; 2025Q1: 5,215 shares; 2025Q2: 5,079 shares; 2025Q3: 4,671 shares 4,671 $470K 0.06% -408 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,507 shares; 2024Q4: 8,131 shares; 2025Q1: 6,572 shares; 2025Q2: 5,328 shares; 2025Q3: 6,881 shares 6,881 $465K 0.06% +1,553 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: 6,451 shares; 2024Q4: 6,457 shares; 2025Q1: 5,577 shares; 2025Q2: 5,517 shares; 2025Q3: 5,517 shares 5,517 $458K 0.06% 0 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,384 shares; 2024Q4: 9,384 shares; 2025Q1: 9,384 shares; 2025Q2: 9,384 shares; 2025Q3: 9,384 shares 9,384 $452K 0.06% 0 Timeline GMOM CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,982 shares; 2024Q4: 18,547 shares; 2025Q1: 16,354 shares; 2025Q2: 14,805 shares; 2025Q3: 13,961 shares 13,961 $451K 0.06% -844 Timeline EBND 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: 25,596 shares; 2024Q4: 23,708 shares; 2025Q1: 21,290 shares; 2025Q2: 21,104 shares; 2025Q3: 21,053 shares 21,053 $450K 0.06% -51 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,754 shares; 2024Q4: 1,888 shares; 2025Q1: 1,603 shares; 2025Q2: 1,680 shares; 2025Q3: 1,730 shares 1,730 $435K 0.06% +50 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: 8,781 shares; 2024Q4: 9,668 shares; 2025Q1: 6,326 shares; 2025Q2: 6,749 shares; 2025Q3: 3,761 shares 3,761 $428K 0.06% -2,988 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: 2,407 shares; 2024Q4: 1,343 shares; 2025Q1: 1,706 shares; 2025Q2: 1,575 shares; 2025Q3: 1,559 shares 1,559 $421K 0.06% -16 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: 1,580 shares; 2024Q4: 2,500 shares; 2025Q1: 2,805 shares; 2025Q2: 2,712 shares; 2025Q3: 2,676 shares 2,676 $416K 0.06% -36 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,736 shares; 2024Q4: 1,868 shares; 2025Q1: 1,488 shares; 2025Q2: 1,509 shares; 2025Q3: 1,621 shares 1,621 $412K 0.06% +112 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 321 shares; 2025Q1: 501 shares; 2025Q2: not reported; 2025Q3: 602 shares 602 $411K 0.06% new Timeline TAXF 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: 8,059 shares; 2024Q4: 8,059 shares; 2025Q1: 8,059 shares; 2025Q2: 8,059 shares; 2025Q3: 8,059 shares 8,059 $405K 0.05% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,182 shares; 2025Q1: 3,723 shares; 2025Q2: not reported; 2025Q3: 3,538 shares 3,538 $398K 0.05% new Timeline QMOM 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: 30,352 shares; 2024Q4: 28,033 shares; 2025Q1: 15,794 shares; 2025Q2: 10,660 shares; 2025Q3: 6,169 shares 6,169 $398K 0.05% -4,491 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,809 shares 4,809 $393K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 423 shares 423 $389K 0.05% new Timeline TIPX 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: 25,020 shares; 2024Q4: 22,645 shares; 2025Q1: 20,189 shares; 2025Q2: 20,120 shares; 2025Q3: 19,986 shares 19,986 $386K 0.05% -134 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,256 shares; 2025Q1: 1,779 shares; 2025Q2: 1,914 shares; 2025Q3: 1,945 shares 1,945 $375K 0.05% +31 Timeline QVAL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,552 shares; 2024Q4: 34,851 shares; 2025Q1: 16,541 shares; 2025Q2: 11,997 shares; 2025Q3: 8,016 shares 8,016 $374K 0.05% -3,981 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: 18,640 shares; 2024Q4: 13,510 shares; 2025Q1: 16,585 shares; 2025Q2: 12,096 shares; 2025Q3: 11,610 shares 11,610 $367K 0.05% -486 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,138 shares; 2024Q4: 23,924 shares; 2025Q1: 23,924 shares; 2025Q2: 15,998 shares; 2025Q3: 21,148 shares 21,148 $360K 0.05% +5,150 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,595 shares; 2024Q4: 10,766 shares; 2025Q1: 8,233 shares; 2025Q2: 8,244 shares; 2025Q3: 7,331 shares 7,331 $344K 0.05% -913 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,169 shares 1,169 $343K 0.05% new Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,096 shares; 2024Q4: 10,197 shares; 2025Q1: 9,153 shares; 2025Q2: 8,637 shares; 2025Q3: 8,529 shares 8,529 $343K 0.05% -108 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS 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: 18,658 shares 18,658 $342K 0.05% new Timeline IMOM 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: 46,428 shares; 2024Q4: 43,216 shares; 2025Q1: 23,836 shares; 2025Q2: 16,144 shares; 2025Q3: 9,312 shares 9,312 $341K 0.05% -6,832 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: 11,027 shares; 2024Q4: 10,695 shares; 2025Q1: 10,695 shares; 2025Q2: 10,629 shares; 2025Q3: 10,629 shares 10,629 $341K 0.05% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,509 shares; 2024Q4: 2,397 shares; 2025Q1: 2,432 shares; 2025Q2: 2,647 shares; 2025Q3: 2,444 shares 2,444 $340K 0.05% -203 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,856 shares 6,856 $337K 0.05% new Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,193 shares; 2024Q4: 2,878 shares; 2025Q1: 2,870 shares; 2025Q2: 2,882 shares; 2025Q3: 2,742 shares 2,742 $336K 0.05% -140 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,160 shares 4,160 $336K 0.04% new 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: not reported; 2024Q4: 3,726 shares; 2025Q1: 3,285 shares; 2025Q2: 3,430 shares; 2025Q3: 3,947 shares 3,947 $331K 0.04% +517 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: 2,995 shares; 2024Q4: 2,995 shares; 2025Q1: 3,669 shares; 2025Q2: 3,417 shares; 2025Q3: 3,592 shares 3,592 $330K 0.04% +175 Timeline SJNK 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: 9,809 shares; 2024Q4: 9,856 shares; 2025Q1: 9,856 shares; 2025Q2: 12,806 shares; 2025Q3: 12,806 shares 12,806 $328K 0.04% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,391 shares; 2024Q4: 1,451 shares; 2025Q1: 1,475 shares; 2025Q2: 1,356 shares; 2025Q3: 1,356 shares 1,356 $321K 0.04% 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: 2,401 shares; 2024Q4: 2,546 shares; 2025Q1: 2,563 shares; 2025Q2: 3,440 shares; 2025Q3: 3,810 shares 3,810 $318K 0.04% +370 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: 2,912 shares; 2024Q4: 3,040 shares; 2025Q1: 2,910 shares; 2025Q2: 3,806 shares; 2025Q3: 3,845 shares 3,845 $317K 0.04% +39 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,488 shares 1,488 $311K 0.04% new Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,619 shares; 2024Q4: 29,619 shares; 2025Q1: 29,619 shares; 2025Q2: 15,956 shares; 2025Q3: 15,956 shares 15,956 $308K 0.04% 0 Timeline IGSB 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: 6,181 shares; 2024Q4: 6,079 shares; 2025Q1: 6,295 shares; 2025Q2: 6,295 shares; 2025Q3: 5,799 shares 5,799 $308K 0.04% -496 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: 14,605 shares; 2024Q4: 6,594 shares; 2025Q1: 7,532 shares; 2025Q2: 4,881 shares; 2025Q3: 4,622 shares 4,622 $302K 0.04% -259 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 928 shares; 2025Q1: 928 shares; 2025Q2: 928 shares; 2025Q3: 928 shares 928 $300K 0.04% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,610 shares 1,610 $294K 0.04% new Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,573 shares; 2024Q4: 4,249 shares; 2025Q1: 4,309 shares; 2025Q2: 4,499 shares; 2025Q3: 4,371 shares 4,371 $293K 0.04% -128 Timeline GDEC 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: 7,199 shares; 2024Q4: 9,010 shares; 2025Q1: 8,729 shares; 2025Q2: 7,900 shares; 2025Q3: 7,834 shares 7,834 $287K 0.04% -66 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43 shares; 2025Q3: 53 shares 53 $286K 0.04% +10 Timeline RUNN STRATEGIC TRUST More: the full row for STRATEGIC 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: 8,326 shares 8,326 $285K 0.04% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,350 shares 1,350 $284K 0.04% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,836 shares; 2024Q4: 4,090 shares; 2025Q1: not reported; 2025Q2: 4,862 shares; 2025Q3: 4,989 shares 4,989 $283K 0.04% +127 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: 5,629 shares; 2024Q4: 5,606 shares; 2025Q1: 5,775 shares; 2025Q2: 5,406 shares; 2025Q3: 5,597 shares 5,597 $282K 0.04% +191 Timeline MTUM 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: 1,032 shares; 2025Q2: 1,041 shares; 2025Q3: 1,099 shares 1,099 $282K 0.04% +58 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,140 shares 3,140 $282K 0.04% new Timeline IVAL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,306 shares; 2024Q4: 34,278 shares; 2025Q1: 19,647 shares; 2025Q2: 14,173 shares; 2025Q3: 9,175 shares 9,175 $277K 0.04% -4,998 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,610 shares; 2024Q4: 9,610 shares; 2025Q1: 9,610 shares; 2025Q2: 7,048 shares; 2025Q3: 7,048 shares 7,048 $277K 0.04% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,717 shares; 2024Q4: 1,682 shares; 2025Q1: 1,889 shares; 2025Q2: 1,821 shares; 2025Q3: 1,782 shares 1,782 $275K 0.04% -39 Timeline FELV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,982 shares; 2024Q4: 7,982 shares; 2025Q1: 7,982 shares; 2025Q2: 7,982 shares; 2025Q3: 7,982 shares 7,982 $268K 0.04% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,845 shares; 2025Q1: not reported; 2025Q2: 2,383 shares; 2025Q3: 2,597 shares 2,597 $267K 0.04% +214 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: 3,082 shares; 2025Q1: 4,246 shares; 2025Q2: 2,357 shares; 2025Q3: 1,820 shares 1,820 $265K 0.04% -537 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,940 shares; 2024Q4: 1,940 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,919 shares 1,919 $264K 0.04% new 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: 16,032 shares; 2024Q4: 4,036 shares; 2025Q1: 3,060 shares; 2025Q2: 1,404 shares; 2025Q3: 1,202 shares 1,202 $264K 0.04% -202 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,111 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,180 shares; 2025Q3: 3,486 shares 3,486 $264K 0.04% +306 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: 1,420 shares; 2024Q4: 1,445 shares; 2025Q1: 1,578 shares; 2025Q2: 1,673 shares; 2025Q3: 1,078 shares 1,078 $263K 0.04% -595 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 664 shares; 2024Q4: 759 shares; 2025Q1: 786 shares; 2025Q2: 686 shares; 2025Q3: 733 shares 733 $259K 0.03% +47 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,949 shares; 2024Q4: 1,219 shares; 2025Q1: 1,076 shares; 2025Q2: 1,062 shares; 2025Q3: 1,052 shares 1,052 $258K 0.03% -10 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE 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: 1,121 shares 1,121 $258K 0.03% new Timeline PEY 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: 22,878 shares; 2024Q4: 22,878 shares; 2025Q1: 20,047 shares; 2025Q2: 12,180 shares; 2025Q3: 12,180 shares 12,180 $257K 0.03% 0 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,106 shares; 2024Q4: 6,450 shares; 2025Q1: 5,644 shares; 2025Q2: 5,604 shares; 2025Q3: 5,588 shares 5,588 $256K 0.03% -16 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,410 shares; 2025Q3: 2,678 shares 2,678 $256K 0.03% +268 Timeline CVNA CARVANA CO More: the full row for CARVANA 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: 689 shares; 2025Q3: 672 shares 672 $254K 0.03% -17 Timeline QDEC 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: 10,102 shares; 2024Q4: 10,102 shares; 2025Q1: 9,677 shares; 2025Q2: 9,337 shares; 2025Q3: 8,146 shares 8,146 $253K 0.03% -1,191 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,468 shares; 2024Q4: 3,134 shares; 2025Q1: 3,103 shares; 2025Q2: 3,241 shares; 2025Q3: 3,197 shares 3,197 $251K 0.03% -44 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,644 shares; 2025Q1: 2,636 shares; 2025Q2: 2,789 shares; 2025Q3: 2,866 shares 2,866 $250K 0.03% +77 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,083 shares; 2024Q4: 23,369 shares; 2025Q1: 13,523 shares; 2025Q2: 6,393 shares; 2025Q3: 5,532 shares 5,532 $249K 0.03% -861 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,150 shares; 2024Q4: 6,568 shares; 2025Q1: 5,988 shares; 2025Q2: 5,948 shares; 2025Q3: 5,934 shares 5,934 $247K 0.03% -14 Timeline COM DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,150 shares; 2024Q4: 11,848 shares; 2025Q1: 9,404 shares; 2025Q2: 8,657 shares; 2025Q3: 8,542 shares 8,542 $245K 0.03% -115 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,567 shares; 2024Q4: 12,601 shares; 2025Q1: 13,338 shares; 2025Q2: 15,856 shares; 2025Q3: 9,910 shares 9,910 $245K 0.03% -5,946 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: 4,453 shares; 2024Q4: 4,032 shares; 2025Q1: not reported; 2025Q2: 5,335 shares; 2025Q3: 4,795 shares 4,795 $245K 0.03% -540 Timeline SPHQ 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: 4,272 shares; 2024Q4: 4,763 shares; 2025Q1: 3,577 shares; 2025Q2: 3,323 shares; 2025Q3: 3,323 shares 3,323 $244K 0.03% 0 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,518 shares; 2024Q4: 4,030 shares; 2025Q1: not reported; 2025Q2: 5,490 shares; 2025Q3: 4,804 shares 4,804 $243K 0.03% -686 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,698 shares; 2024Q4: 1,866 shares; 2025Q1: 1,818 shares; 2025Q2: 1,810 shares; 2025Q3: 1,810 shares 1,810 $240K 0.03% 0 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,613 shares; 2025Q2: 1,719 shares; 2025Q3: 1,701 shares 1,701 $237K 0.03% -18 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,222 shares; 2024Q4: 26,221 shares; 2025Q1: 13,008 shares; 2025Q2: 9,434 shares; 2025Q3: 6,360 shares 6,360 $237K 0.03% -3,074 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,592 shares 2,592 $232K 0.03% new 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: 2,589 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,660 shares 2,660 $232K 0.03% new Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,036 shares; 2024Q4: 5,843 shares; 2025Q1: 5,839 shares; 2025Q2: 4,036 shares; 2025Q3: 4,036 shares 4,036 $232K 0.03% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,554 shares 6,554 $230K 0.03% new Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,221 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,416 shares 1,416 $229K 0.03% new Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,808 shares; 2024Q4: 10,165 shares; 2025Q1: 2,794 shares; 2025Q2: 2,771 shares; 2025Q3: 2,723 shares 2,723 $229K 0.03% -48 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: not reported; 2024Q4: not reported; 2025Q1: 437 shares; 2025Q2: not reported; 2025Q3: 397 shares 397 $226K 0.03% new Timeline FAPR 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: 7,176 shares; 2024Q4: 7,176 shares; 2025Q1: 5,308 shares; 2025Q2: 5,308 shares; 2025Q3: 5,180 shares 5,180 $225K 0.03% -128 Timeline IUS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,284 shares; 2024Q4: 4,948 shares; 2025Q1: 4,665 shares; 2025Q2: 4,023 shares; 2025Q3: 4,051 shares 4,051 $224K 0.03% +28 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: 23,153 shares; 2024Q4: 24,220 shares; 2025Q1: 6,636 shares; 2025Q2: 2,282 shares; 2025Q3: 2,256 shares 2,256 $224K 0.03% -26 Timeline EMHC SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,483 shares; 2024Q4: 9,827 shares; 2025Q1: 8,755 shares; 2025Q2: 8,703 shares; 2025Q3: 8,681 shares 8,681 $219K 0.03% -22 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: 10,799 shares; 2025Q2: 77,892 shares; 2025Q3: 4,558 shares 4,558 $219K 0.03% -73,334 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,856 shares 2,856 $218K 0.03% new Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,355 shares; 2025Q1: 8,815 shares; 2025Q2: 8,682 shares; 2025Q3: 8,676 shares 8,676 $218K 0.03% -6 Timeline TAIL CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,987 shares; 2024Q4: 19,478 shares; 2025Q1: 18,212 shares; 2025Q2: 18,172 shares; 2025Q3: 18,172 shares 18,172 $215K 0.03% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,076 shares; 2024Q4: 1,076 shares; 2025Q1: not reported; 2025Q2: 1,029 shares; 2025Q3: 1,029 shares 1,029 $215K 0.03% 0 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: 2,117 shares; 2024Q4: 3,141 shares; 2025Q1: 3,395 shares; 2025Q2: 3,354 shares; 2025Q3: 1,535 shares 1,535 $213K 0.03% -1,819 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,673 shares; 2024Q4: 15,004 shares; 2025Q1: 8,026 shares; 2025Q2: 7,875 shares; 2025Q3: 7,869 shares 7,869 $212K 0.03% -6 Timeline IGIB 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: 4,622 shares; 2025Q3: 3,723 shares 3,723 $201K 0.03% -899 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,069 shares 1,069 $200K 0.03% new Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,680 shares; 2024Q4: 14,408 shares; 2025Q1: 11,710 shares; 2025Q2: 11,583 shares; 2025Q3: 11,955 shares 11,955 $159K 0.02% +372 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,019 shares; 2024Q4: 15,019 shares; 2025Q1: 16,534 shares; 2025Q2: 15,019 shares; 2025Q3: 15,019 shares 15,019 $150K 0.02% 0 Timeline ROUNDHILL ROUNDHILL More: the full row for ROUNDHILL Quarterly shares; 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: 24,571 shares 24,571 $134K 0.02% new LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,885 shares; 2024Q4: 25,242 shares; 2025Q1: 20,964 shares; 2025Q2: 21,654 shares; 2025Q3: 23,282 shares 23,282 $106K 0.01% +1,628 Timeline TIDAL TR II TIDAL TR II More: the full row for TIDAL TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares 10,000 $94.3K 0.01% 0 TIDAL TRUST II TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,360 shares 12,360 $85K 0.01% new ASM AVINO SILVER & GOLD MINES LT More: the full row for AVINO SILVER & GOLD MINES LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 16,000 shares 16,000 $84K 0.01% -4,000 Timeline BITF BITFARMS LTD More: the full row for BITFARMS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,325 shares; 2024Q4: 24,664 shares; 2025Q1: 23,424 shares; 2025Q2: 20,544 shares; 2025Q3: 10,615 shares 10,615 $29.9K <0.01% -9,929 Timeline