ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 913,099 shares; 2024Q4: 984,394 shares; 2025Q1: 1,037,692 shares; 2025Q2: 1,185,987 shares; 2025Q3: 1,142,723 shares 1,142,723 $166M 29.1% -43,264 Timeline SLQD 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: 890,854 shares; 2024Q4: 1,074,587 shares; 2025Q1: 1,104,378 shares; 2025Q2: 1,120,845 shares; 2025Q3: 1,153,274 shares 1,153,274 $58.6M 10.25% +32,429 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 376,823 shares; 2024Q4: 318,797 shares; 2025Q1: 331,559 shares; 2025Q2: 352,362 shares; 2025Q3: 336,292 shares 336,292 $30M 5.24% -16,070 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: 50,676 shares; 2024Q4: 116,579 shares; 2025Q1: 115,585 shares; 2025Q2: 90,253 shares; 2025Q3: 83,743 shares 83,743 $27.5M 4.81% -6,510 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: 101,893 shares; 2024Q4: 96,064 shares; 2025Q1: 103,822 shares; 2025Q2: 111,716 shares; 2025Q3: 109,862 shares 109,862 $26.6M 4.65% -1,854 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: 340,632 shares; 2024Q4: 336,631 shares; 2025Q1: 350,600 shares; 2025Q2: 363,351 shares; 2025Q3: 506,209 shares 506,209 $25.9M 4.52% +142,858 Timeline YYY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,100,442 shares; 2024Q4: 1,237,404 shares; 2025Q1: 1,282,507 shares; 2025Q2: 1,489,846 shares; 2025Q3: 1,498,738 shares 1,498,738 $17.7M 3.09% +8,892 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,492 shares; 2024Q4: 147,690 shares; 2025Q1: 160,971 shares; 2025Q2: 164,069 shares; 2025Q3: 160,079 shares 160,079 $15.5M 2.7% -3,990 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: 29,420 shares; 2024Q4: 27,106 shares; 2025Q1: 27,868 shares; 2025Q2: 26,049 shares; 2025Q3: 25,509 shares 25,509 $15.3M 2.68% -540 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: 67,252 shares; 2024Q4: 66,488 shares; 2025Q1: 65,257 shares; 2025Q2: 63,074 shares; 2025Q3: 59,816 shares 59,816 $15.2M 2.66% -3,258 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,597 shares; 2024Q4: 97,346 shares; 2025Q1: 101,949 shares; 2025Q2: 113,975 shares; 2025Q3: 112,236 shares 112,236 $13.4M 2.34% -1,739 Timeline VTWG 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: 61,719 shares; 2024Q4: 57,612 shares; 2025Q1: 59,944 shares; 2025Q2: 71,948 shares; 2025Q3: 37,211 shares 37,211 $8.7M 1.52% -34,737 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: 28,325 shares; 2024Q4: 27,628 shares; 2025Q1: 27,689 shares; 2025Q2: 27,375 shares; 2025Q3: 25,074 shares 25,074 $7.91M 1.38% -2,301 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: 41,784 shares; 2024Q4: 39,758 shares; 2025Q1: 39,638 shares; 2025Q2: 39,541 shares; 2025Q3: 38,274 shares 38,274 $6.98M 1.22% -1,267 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: 32,593 shares; 2024Q4: 32,496 shares; 2025Q1: 32,798 shares; 2025Q2: 33,169 shares; 2025Q3: 33,139 shares 33,139 $6.18M 1.08% -30 Timeline VTWO 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: 56,180 shares; 2024Q4: 49,927 shares; 2025Q1: 53,422 shares; 2025Q2: 64,452 shares; 2025Q3: 58,716 shares 58,716 $5.74M 1% -5,736 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,972 shares; 2024Q4: 8,891 shares; 2025Q1: 8,134 shares; 2025Q2: 9,010 shares; 2025Q3: 8,467 shares 8,467 $5.64M 0.99% -543 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: 7,004 shares; 2024Q4: 7,131 shares; 2025Q1: 7,074 shares; 2025Q2: 7,822 shares; 2025Q3: 7,361 shares 7,361 $5.62M 0.98% -461 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: 9,156 shares; 2024Q4: 9,274 shares; 2025Q1: 9,277 shares; 2025Q2: 9,141 shares; 2025Q3: 8,494 shares 8,494 $4.4M 0.77% -647 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: 4,613 shares; 2024Q4: 4,736 shares; 2025Q1: 4,690 shares; 2025Q2: 4,694 shares; 2025Q3: 4,409 shares 4,409 $3.24M 0.57% -285 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,451 shares; 2024Q4: 26,709 shares; 2025Q1: 29,522 shares; 2025Q2: 29,561 shares; 2025Q3: 29,211 shares 29,211 $3.12M 0.55% -350 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: 13,993 shares; 2024Q4: 12,938 shares; 2025Q1: 13,405 shares; 2025Q2: 13,639 shares; 2025Q3: 13,543 shares 13,543 $2.97M 0.52% -96 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,774 shares; 2024Q4: 44,780 shares; 2025Q1: 40,741 shares; 2025Q2: 41,361 shares; 2025Q3: 43,292 shares 43,292 $2.6M 0.45% +1,931 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,235 shares; 2024Q4: 52,800 shares; 2025Q1: 52,057 shares; 2025Q2: 50,613 shares; 2025Q3: 49,525 shares 49,525 $2.55M 0.45% -1,088 Timeline PDP 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: 92,610 shares; 2024Q4: 67,188 shares; 2025Q1: 70,720 shares; 2025Q2: 73,556 shares; 2025Q3: 21,170 shares 21,170 $2.5M 0.44% -52,386 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: 9,845 shares; 2024Q4: 8,971 shares; 2025Q1: 11,082 shares; 2025Q2: 11,017 shares; 2025Q3: 10,965 shares 10,965 $2.37M 0.41% -52 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: 6,767 shares; 2024Q4: 3,532 shares; 2025Q1: 3,462 shares; 2025Q2: 4,362 shares; 2025Q3: 23,836 shares 23,836 $2.14M 0.37% +19,474 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: 29,805 shares; 2024Q4: 29,805 shares; 2025Q1: 28,660 shares; 2025Q2: 28,662 shares; 2025Q3: 33,761 shares 33,761 $1.99M 0.35% +5,099 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: 51,453 shares; 2024Q4: 51,456 shares; 2025Q1: 51,458 shares; 2025Q2: 49,766 shares; 2025Q3: 41,166 shares 41,166 $1.99M 0.35% -8,600 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: 2,574 shares; 2024Q4: 3,076 shares; 2025Q1: 3,152 shares; 2025Q2: 3,404 shares; 2025Q3: 2,890 shares 2,890 $1.77M 0.31% -514 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: 20,699 shares; 2024Q4: 22,913 shares; 2025Q1: 26,437 shares; 2025Q2: 20,188 shares; 2025Q3: 21,903 shares 21,903 $1.77M 0.31% +1,715 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: 7,622 shares; 2024Q4: 7,084 shares; 2025Q1: 7,116 shares; 2025Q2: 7,201 shares; 2025Q3: 7,233 shares 7,233 $1.76M 0.31% +32 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: 22,487 shares; 2024Q4: 21,303 shares; 2025Q1: 21,099 shares; 2025Q2: 21,115 shares; 2025Q3: 20,964 shares 20,964 $1.76M 0.31% -151 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,530 shares; 2024Q4: 33,255 shares; 2025Q1: 33,415 shares; 2025Q2: 33,515 shares; 2025Q3: 32,111 shares 32,111 $1.73M 0.3% -1,404 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: 4,046 shares; 2024Q4: 4,102 shares; 2025Q1: 11,547 shares; 2025Q2: 21,522 shares; 2025Q3: 16,160 shares 16,160 $1.58M 0.28% -5,362 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,855 shares; 2024Q4: 13,614 shares; 2025Q1: 14,809 shares; 2025Q2: 15,680 shares; 2025Q3: 15,380 shares 15,380 $1.54M 0.27% -300 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,200 shares; 2024Q4: 7,100 shares; 2025Q1: 7,100 shares; 2025Q2: 7,100 shares; 2025Q3: 7,100 shares 7,100 $1.52M 0.27% 0 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: 15,169 shares; 2024Q4: 14,481 shares; 2025Q1: 13,554 shares; 2025Q2: 13,208 shares; 2025Q3: 13,217 shares 13,217 $1.49M 0.26% +9 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: 24,366 shares; 2024Q4: 25,580 shares; 2025Q1: 25,319 shares; 2025Q2: 31,753 shares; 2025Q3: 28,882 shares 28,882 $1.45M 0.25% -2,871 Timeline HROW HARROW INC More: the full row for HARROW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,000 shares 30,000 $1.45M 0.25% new 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: 3,712 shares; 2024Q4: 2,605 shares; 2025Q1: 3,009 shares; 2025Q2: 5,342 shares; 2025Q3: 4,650 shares 4,650 $1.37M 0.24% -692 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: 5,374 shares; 2024Q4: 5,472 shares; 2025Q1: 5,488 shares; 2025Q2: 5,507 shares; 2025Q3: 5,438 shares 5,438 $1.32M 0.23% -69 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,598 shares; 2024Q4: 23,807 shares; 2025Q1: 43,636 shares; 2025Q2: 57,815 shares; 2025Q3: 18,089 shares 18,089 $1.31M 0.23% -39,726 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: 28,870 shares; 2024Q4: 15,507 shares; 2025Q1: 18,987 shares; 2025Q2: 24,243 shares; 2025Q3: 22,243 shares 22,243 $1.27M 0.22% -2,000 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,087 shares; 2024Q4: 10,036 shares; 2025Q1: 10,036 shares; 2025Q2: 10,199 shares; 2025Q3: 8,826 shares 8,826 $1.24M 0.22% -1,373 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: 3,971 shares; 2024Q4: 3,926 shares; 2025Q1: 3,827 shares; 2025Q2: 3,760 shares; 2025Q3: 3,650 shares 3,650 $1.2M 0.21% -110 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,387 shares; 2024Q4: 46,109 shares; 2025Q1: 43,673 shares; 2025Q2: 22,343 shares; 2025Q3: 22,204 shares 22,204 $1.08M 0.19% -139 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: 2,015 shares; 2024Q4: 1,877 shares; 2025Q1: 1,941 shares; 2025Q2: 2,297 shares; 2025Q3: 2,058 shares 2,058 $1.03M 0.18% -239 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: 6,373 shares; 2024Q4: 6,174 shares; 2025Q1: 6,093 shares; 2025Q2: 6,006 shares; 2025Q3: 5,445 shares 5,445 $1.01M 0.18% -561 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: 4,983 shares; 2024Q4: 5,049 shares; 2025Q1: 5,216 shares; 2025Q2: 5,263 shares; 2025Q3: 3,587 shares 3,587 $1.01M 0.18% -1,676 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,003 shares; 2024Q4: 56,245 shares; 2025Q1: 56,368 shares; 2025Q2: 61,743 shares; 2025Q3: 16,968 shares 16,968 $988K 0.17% -44,775 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,994 shares; 2024Q4: 1,994 shares; 2025Q1: 2,007 shares; 2025Q2: 2,007 shares; 2025Q3: 2,007 shares 2,007 $963K 0.17% 0 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: 810 shares; 2024Q4: 823 shares; 2025Q1: 818 shares; 2025Q2: 813 shares; 2025Q3: 797 shares 797 $956K 0.17% -16 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: not reported; 2024Q4: 458 shares; 2025Q1: 735 shares; 2025Q2: 2,075 shares; 2025Q3: 2,766 shares 2,766 $955K 0.17% +691 Timeline KRE 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: 16,717 shares; 2024Q4: 14,298 shares; 2025Q1: 14,298 shares; 2025Q2: 14,448 shares; 2025Q3: 14,148 shares 14,148 $896K 0.16% -300 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: 963 shares; 2024Q4: 968 shares; 2025Q1: 968 shares; 2025Q2: 961 shares; 2025Q3: 961 shares 961 $890K 0.16% 0 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: 1,870 shares; 2024Q4: 1,954 shares; 2025Q1: 1,953 shares; 2025Q2: 2,086 shares; 2025Q3: 1,999 shares 1,999 $889K 0.16% -87 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,645 shares; 2025Q1: 6,646 shares; 2025Q2: 6,349 shares; 2025Q3: 6,234 shares 6,234 $835K 0.15% -115 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,220 shares 8,220 $803K 0.14% new Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,230 shares; 2024Q4: 5,230 shares; 2025Q1: 5,230 shares; 2025Q2: 5,230 shares; 2025Q3: 5,230 shares 5,230 $737K 0.13% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,569 shares; 2024Q4: 35,788 shares; 2025Q1: 35,326 shares; 2025Q2: 33,437 shares; 2025Q3: 11,174 shares 11,174 $737K 0.13% -22,263 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: 89,643 shares; 2024Q4: 89,228 shares; 2025Q1: 87,555 shares; 2025Q2: 84,490 shares; 2025Q3: 18,427 shares 18,427 $711K 0.12% -66,063 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,057 shares; 2024Q4: 11,285 shares; 2025Q1: 12,020 shares; 2025Q2: 13,096 shares; 2025Q3: 8,396 shares 8,396 $693K 0.12% -4,700 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,390 shares; 2024Q4: 28,440 shares; 2025Q1: 27,440 shares; 2025Q2: 27,040 shares; 2025Q3: 25,940 shares 25,940 $684K 0.12% -1,100 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,367 shares; 2024Q4: 2,234 shares; 2025Q1: 2,034 shares; 2025Q2: 2,034 shares; 2025Q3: 2,029 shares 2,029 $662K 0.12% -5 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: 1,667 shares; 2024Q4: 1,688 shares; 2025Q1: 1,674 shares; 2025Q2: 1,632 shares; 2025Q3: 1,603 shares 1,603 $650K 0.11% -29 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: 3,352 shares; 2024Q4: 2,799 shares; 2025Q1: 2,852 shares; 2025Q2: 2,915 shares; 2025Q3: 2,915 shares 2,915 $648K 0.11% 0 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: 7,095 shares; 2024Q4: 6,732 shares; 2025Q1: 6,714 shares; 2025Q2: 6,774 shares; 2025Q3: 6,274 shares 6,274 $647K 0.11% -500 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: 4,295 shares; 2024Q4: 4,450 shares; 2025Q1: 4,350 shares; 2025Q2: 4,081 shares; 2025Q3: 4,081 shares 4,081 $634K 0.11% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,342 shares; 2024Q4: 1,357 shares; 2025Q1: 1,164 shares; 2025Q2: 1,168 shares; 2025Q3: 938 shares 938 $628K 0.11% -230 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,223 shares 7,223 $603K 0.11% new Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,000 shares 15,000 $601K 0.11% new 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: 1,464 shares; 2024Q4: 1,084 shares; 2025Q1: 1,144 shares; 2025Q2: 2,866 shares; 2025Q3: 2,871 shares 2,871 $599K 0.1% +5 Timeline PGF 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: 43,408 shares; 2024Q4: 43,337 shares; 2025Q1: 42,720 shares; 2025Q2: 40,371 shares; 2025Q3: 40,936 shares 40,936 $598K 0.1% +565 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,950 shares; 2024Q4: 4,950 shares; 2025Q1: 4,950 shares; 2025Q2: 4,950 shares; 2025Q3: 4,550 shares 4,550 $584K 0.1% -400 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: 9,926 shares; 2024Q4: 5,109 shares; 2025Q1: 5,219 shares; 2025Q2: 5,208 shares; 2025Q3: 5,065 shares 5,065 $580K 0.1% -143 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares 1,250 $580K 0.1% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,710 shares; 2024Q4: 4,577 shares; 2025Q1: 3,866 shares; 2025Q2: 3,576 shares; 2025Q3: 3,572 shares 3,572 $578K 0.1% -4 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: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 1,900 shares; 2025Q2: 1,750 shares; 2025Q3: 1,750 shares 1,750 $565K 0.1% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,215 shares; 2024Q4: 2,504 shares; 2025Q1: 2,439 shares; 2025Q2: 2,320 shares; 2025Q3: 2,143 shares 2,143 $556K 0.1% -177 Timeline HUMA HUMACYTE INC More: the full row for HUMACYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 185,000 shares; 2025Q1: 226,000 shares; 2025Q2: 288,000 shares; 2025Q3: 316,000 shares 316,000 $550K 0.1% +28,000 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,014 shares; 2024Q4: 6,853 shares; 2025Q1: 6,853 shares; 2025Q2: 6,642 shares; 2025Q3: 6,153 shares 6,153 $537K 0.09% -489 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,248 shares; 2024Q4: 23,424 shares; 2025Q1: 23,377 shares; 2025Q2: 23,617 shares; 2025Q3: 17,040 shares 17,040 $535K 0.09% -6,577 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: 10,787 shares; 2024Q4: 10,320 shares; 2025Q1: 10,067 shares; 2025Q2: 10,012 shares; 2025Q3: 10,012 shares 10,012 $535K 0.09% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,849 shares; 2024Q4: 6,161 shares; 2025Q1: 5,724 shares; 2025Q2: 5,678 shares; 2025Q3: 5,678 shares 5,678 $530K 0.09% 0 Timeline FBCG 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: 14,270 shares; 2024Q4: 9,596 shares; 2025Q1: 9,596 shares; 2025Q2: 9,596 shares; 2025Q3: 9,596 shares 9,596 $515K 0.09% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,145 shares; 2024Q4: 1,145 shares; 2025Q1: 1,140 shares; 2025Q2: 1,125 shares; 2025Q3: 1,049 shares 1,049 $501K 0.09% -76 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 488 shares; 2024Q4: 490 shares; 2025Q1: 488 shares; 2025Q2: 492 shares; 2025Q3: 492 shares 492 $476K 0.08% 0 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,644 shares; 2024Q4: 24,562 shares; 2025Q1: 25,742 shares; 2025Q2: 21,904 shares; 2025Q3: 4,772 shares 4,772 $475K 0.08% -17,132 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,140 shares; 2024Q4: 1,161 shares; 2025Q1: 1,175 shares; 2025Q2: 1,122 shares; 2025Q3: 1,054 shares 1,054 $471K 0.08% -68 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE 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: 12,500 shares; 2025Q2: 14,500 shares; 2025Q3: 35,500 shares 35,500 $467K 0.08% +21,000 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: 2,204 shares; 2024Q4: 2,136 shares; 2025Q1: 2,136 shares; 2025Q2: 1,968 shares; 2025Q3: 1,968 shares 1,968 $465K 0.08% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,601 shares; 2024Q4: 2,154 shares; 2025Q1: 2,191 shares; 2025Q2: 3,246 shares; 2025Q3: 3,246 shares 3,246 $462K 0.08% 0 Timeline ILCG 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: 4,240 shares; 2024Q4: 4,240 shares; 2025Q1: 4,354 shares; 2025Q2: 4,360 shares; 2025Q3: 4,360 shares 4,360 $455K 0.08% 0 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: 1,412 shares; 2024Q4: 1,412 shares; 2025Q1: 1,412 shares; 2025Q2: 1,312 shares; 2025Q3: 1,312 shares 1,312 $448K 0.08% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,564 shares; 2024Q4: 1,607 shares; 2025Q1: 1,607 shares; 2025Q2: 1,621 shares; 2025Q3: 1,586 shares 1,586 $443K 0.08% -35 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: 13,694 shares; 2024Q4: 17,351 shares; 2025Q1: 17,387 shares; 2025Q2: 9,848 shares; 2025Q3: 4,159 shares 4,159 $443K 0.08% -5,689 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,700 shares; 2024Q4: 3,765 shares; 2025Q1: 3,365 shares; 2025Q2: 3,272 shares; 2025Q3: 3,089 shares 3,089 $431K 0.08% -183 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,595 shares; 2024Q4: 1,621 shares; 2025Q1: 1,728 shares; 2025Q2: 1,731 shares; 2025Q3: 1,783 shares 1,783 $423K 0.07% +52 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,128 shares; 2024Q4: 4,710 shares; 2025Q1: 4,710 shares; 2025Q2: 4,710 shares; 2025Q3: 4,710 shares 4,710 $422K 0.07% 0 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: 5,727 shares; 2024Q4: 4,722 shares; 2025Q1: 4,850 shares; 2025Q2: 4,825 shares; 2025Q3: 4,825 shares 4,825 $421K 0.07% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,093 shares; 2024Q4: 4,093 shares; 2025Q1: 4,122 shares; 2025Q2: 3,509 shares; 2025Q3: 2,214 shares 2,214 $420K 0.07% -1,295 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: 2,219 shares; 2024Q4: 2,053 shares; 2025Q1: 2,053 shares; 2025Q2: 2,034 shares; 2025Q3: 1,800 shares 1,800 $417K 0.07% -234 Timeline IJS 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: 6,588 shares; 2024Q4: 4,202 shares; 2025Q1: 4,156 shares; 2025Q2: 4,567 shares; 2025Q3: 3,734 shares 3,734 $413K 0.07% -833 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 553 shares; 2025Q3: 553 shares 553 $413K 0.07% 0 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: 20,617 shares; 2024Q4: 9,015 shares; 2025Q1: 8,685 shares; 2025Q2: 13,105 shares; 2025Q3: 12,970 shares 12,970 $410K 0.07% -135 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: 8,913 shares; 2024Q4: 8,026 shares; 2025Q1: 9,284 shares; 2025Q2: 9,291 shares; 2025Q3: 9,298 shares 9,298 $409K 0.07% +7 Timeline FDRR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,543 shares; 2024Q4: 7,804 shares; 2025Q1: 7,804 shares; 2025Q2: 7,304 shares; 2025Q3: 6,875 shares 6,875 $403K 0.07% -429 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,000 shares 4,000 $403K 0.07% new 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: 954 shares; 2024Q4: 914 shares; 2025Q1: 914 shares; 2025Q2: 920 shares; 2025Q3: 820 shares 820 $402K 0.07% -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: 499 shares; 2024Q4: 499 shares; 2025Q1: 499 shares; 2025Q2: 499 shares; 2025Q3: 366 shares 366 $395K 0.07% -133 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,087 shares; 2024Q4: 2,087 shares; 2025Q1: 2,087 shares; 2025Q2: 2,087 shares; 2025Q3: 2,087 shares 2,087 $392K 0.07% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,509 shares; 2024Q4: 3,514 shares; 2025Q1: 3,518 shares; 2025Q2: 3,453 shares; 2025Q3: 2,770 shares 2,770 $388K 0.07% -683 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,736 shares; 2024Q4: 1,695 shares; 2025Q1: 1,695 shares; 2025Q2: 1,695 shares; 2025Q3: 1,743 shares 1,743 $376K 0.07% +48 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: 3,542 shares; 2024Q4: 3,540 shares; 2025Q1: 3,585 shares; 2025Q2: 4,291 shares; 2025Q3: 4,191 shares 4,191 $374K 0.07% -100 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: 1,469 shares; 2024Q4: 1,469 shares; 2025Q1: 1,469 shares; 2025Q2: 1,469 shares; 2025Q3: 1,469 shares 1,469 $374K 0.07% 0 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: 2,586 shares; 2024Q4: 2,363 shares; 2025Q1: 2,313 shares; 2025Q2: 2,363 shares; 2025Q3: 1,809 shares 1,809 $374K 0.07% -554 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,591 shares; 2024Q4: 1,156 shares; 2025Q1: 1,643 shares; 2025Q2: 1,505 shares; 2025Q3: 1,510 shares 1,510 $373K 0.07% +5 Timeline XERS XERIS BIOPHARMA HOLDINGS INC More: the full row for XERIS BIOPHARMA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,050 shares; 2024Q4: 42,350 shares; 2025Q1: 42,350 shares; 2025Q2: 42,350 shares; 2025Q3: 42,350 shares 42,350 $345K 0.06% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,564 shares; 2024Q4: 10,570 shares; 2025Q1: 10,681 shares; 2025Q2: 9,955 shares; 2025Q3: 9,955 shares 9,955 $342K 0.06% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,798 shares; 2024Q4: 3,798 shares; 2025Q1: 3,808 shares; 2025Q2: 3,798 shares; 2025Q3: 3,798 shares 3,798 $342K 0.06% 0 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,787 shares; 2024Q4: 17,891 shares; 2025Q1: 23,054 shares; 2025Q2: 23,413 shares; 2025Q3: 4,195 shares 4,195 $336K 0.06% -19,218 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: 1,135 shares; 2024Q4: 1,135 shares; 2025Q1: 1,157 shares; 2025Q2: 1,157 shares; 2025Q3: 1,157 shares 1,157 $326K 0.06% 0 Timeline PI IMPINJ INC More: the full row for IMPINJ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,800 shares 1,800 $325K 0.06% new 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: 4,594 shares; 2024Q4: 2,589 shares; 2025Q1: 2,589 shares; 2025Q2: 2,589 shares; 2025Q3: 2,691 shares 2,691 $325K 0.06% +102 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: 2,147 shares; 2024Q4: 2,220 shares; 2025Q1: 2,221 shares; 2025Q2: 2,221 shares; 2025Q3: 2,001 shares 2,001 $325K 0.06% -220 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: 702 shares; 2024Q4: 703 shares; 2025Q1: 802 shares; 2025Q2: 702 shares; 2025Q3: 902 shares 902 $318K 0.06% +200 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,900 shares; 2024Q4: 47,900 shares; 2025Q1: 46,400 shares; 2025Q2: 39,650 shares; 2025Q3: 31,650 shares 31,650 $316K 0.06% -8,000 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: 1,090 shares; 2024Q4: 1,304 shares; 2025Q1: 1,102 shares; 2025Q2: 1,102 shares; 2025Q3: 1,102 shares 1,102 $311K 0.05% 0 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,005 shares; 2024Q4: 9,005 shares; 2025Q1: 9,005 shares; 2025Q2: 9,005 shares; 2025Q3: 9,005 shares 9,005 $309K 0.05% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,911 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,155 shares; 2025Q3: 5,695 shares 5,695 $309K 0.05% -2,460 Timeline DFIV 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: 34,921 shares; 2024Q4: 34,631 shares; 2025Q1: 37,727 shares; 2025Q2: 41,013 shares; 2025Q3: 6,681 shares 6,681 $308K 0.05% -34,332 Timeline BKLN 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: 19,424 shares; 2024Q4: 16,584 shares; 2025Q1: 16,204 shares; 2025Q2: 14,604 shares; 2025Q3: 14,404 shares 14,404 $301K 0.05% -200 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: 15,165 shares; 2024Q4: 14,500 shares; 2025Q1: 14,499 shares; 2025Q2: 13,770 shares; 2025Q3: 12,170 shares 12,170 $301K 0.05% -1,600 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,151 shares; 2024Q4: 1,849 shares; 2025Q1: 1,849 shares; 2025Q2: 1,849 shares; 2025Q3: 1,599 shares 1,599 $300K 0.05% -250 Timeline SFY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,295 shares; 2025Q3: 2,295 shares 2,295 $296K 0.05% 0 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: 5,860 shares; 2024Q4: 11,704 shares; 2025Q1: 12,660 shares; 2025Q2: 12,660 shares; 2025Q3: 12,660 shares 12,660 $295K 0.05% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,949 shares 4,949 $291K 0.05% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,470 shares; 2024Q4: 11,170 shares; 2025Q1: 11,270 shares; 2025Q2: 11,510 shares; 2025Q3: 8,547 shares 8,547 $287K 0.05% -2,963 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: 4,182 shares; 2024Q4: 5,064 shares; 2025Q1: 4,302 shares; 2025Q2: 4,551 shares; 2025Q3: 4,388 shares 4,388 $286K 0.05% -163 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,435 shares; 2025Q3: 1,518 shares 1,518 $285K 0.05% +83 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: 5,336 shares; 2024Q4: 5,011 shares; 2025Q1: 4,761 shares; 2025Q2: 4,561 shares; 2025Q3: 4,308 shares 4,308 $285K 0.05% -253 Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,346 shares; 2024Q4: 4,636 shares; 2025Q1: 4,636 shares; 2025Q2: 4,636 shares; 2025Q3: 4,728 shares 4,728 $284K 0.05% +92 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,267 shares; 2025Q2: 3,817 shares; 2025Q3: 3,710 shares 3,710 $282K 0.05% -107 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,500 shares 2,500 $281K 0.05% new Timeline IBCP INDEPENDENT BK CORP MICH More: the full row for INDEPENDENT BK CORP MICH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,000 shares; 2024Q4: 9,000 shares; 2025Q1: 9,000 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares 9,000 $279K 0.05% 0 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: 6,113 shares; 2024Q4: 7,715 shares; 2025Q1: 10,620 shares; 2025Q2: 12,206 shares; 2025Q3: 3,691 shares 3,691 $274K 0.05% -8,515 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,453 shares; 2024Q4: 2,240 shares; 2025Q1: 2,343 shares; 2025Q2: 2,031 shares; 2025Q3: 2,033 shares 2,033 $272K 0.05% +2 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 341 shares; 2025Q3: 341 shares 341 $272K 0.05% 0 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: 2,802 shares; 2025Q1: 2,802 shares; 2025Q2: 2,802 shares; 2025Q3: 2,802 shares 2,802 $268K 0.05% 0 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: 2,431 shares; 2024Q4: 2,322 shares; 2025Q1: 2,259 shares; 2025Q2: 2,247 shares; 2025Q3: 1,715 shares 1,715 $264K 0.05% -532 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,233 shares; 2025Q1: 1,233 shares; 2025Q2: 1,233 shares; 2025Q3: 1,233 shares 1,233 $262K 0.05% 0 Timeline DFLV 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: 16,873 shares; 2024Q4: 18,349 shares; 2025Q1: 33,232 shares; 2025Q2: 32,130 shares; 2025Q3: 7,859 shares 7,859 $259K 0.05% -24,271 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,871 shares; 2025Q1: 1,871 shares; 2025Q2: 1,871 shares; 2025Q3: 1,612 shares 1,612 $256K 0.04% -259 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,438 shares 1,438 $241K 0.04% new Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,401 shares; 2025Q2: 5,279 shares; 2025Q3: 3,267 shares 3,267 $240K 0.04% -2,012 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: 476 shares; 2024Q4: 480 shares; 2025Q1: 495 shares; 2025Q2: 435 shares; 2025Q3: 414 shares 414 $235K 0.04% -21 Timeline IWV 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: 729 shares; 2024Q4: 607 shares; 2025Q1: not reported; 2025Q2: 647 shares; 2025Q3: 615 shares 615 $233K 0.04% -32 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,700 shares 2,700 $222K 0.04% new Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,900 shares; 2024Q4: 1,900 shares; 2025Q1: not reported; 2025Q2: 2,002 shares; 2025Q3: 2,002 shares 2,002 $221K 0.04% 0 Timeline BSVO 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: 29,005 shares; 2024Q4: 28,958 shares; 2025Q1: 28,604 shares; 2025Q2: 27,461 shares; 2025Q3: 9,738 shares 9,738 $221K 0.04% -17,723 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,030 shares; 2024Q4: 1,005 shares; 2025Q1: 930 shares; 2025Q2: 930 shares; 2025Q3: 930 shares 930 $219K 0.04% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,230 shares; 2024Q4: 3,930 shares; 2025Q1: 4,630 shares; 2025Q2: 5,130 shares; 2025Q3: 3,930 shares 3,930 $218K 0.04% -1,200 Timeline OIH 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: 810 shares; 2024Q4: 810 shares; 2025Q1: 810 shares; 2025Q2: not reported; 2025Q3: 828 shares 828 $215K 0.04% new 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: 1,047 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,043 shares 1,043 $214K 0.04% new 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: not reported; 2024Q4: 936 shares; 2025Q1: 945 shares; 2025Q2: 870 shares; 2025Q3: 661 shares 661 $213K 0.04% -209 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,627 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,481 shares 1,481 $210K 0.04% new Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,779 shares; 2024Q4: 29,195 shares; 2025Q1: 29,206 shares; 2025Q2: 38,012 shares; 2025Q3: 4,693 shares 4,693 $210K 0.04% -33,319 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 936 shares; 2024Q4: 906 shares; 2025Q1: 839 shares; 2025Q2: 785 shares; 2025Q3: 757 shares 757 $207K 0.04% -28 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,050 shares 1,050 $206K 0.04% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,678 shares; 2024Q4: 3,274 shares; 2025Q1: 3,174 shares; 2025Q2: 3,174 shares; 2025Q3: 2,424 shares 2,424 $205K 0.04% -750 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: not reported; 2024Q4: 3,392 shares; 2025Q1: 3,364 shares; 2025Q2: 3,157 shares; 2025Q3: 2,957 shares 2,957 $202K 0.04% -200 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,009 shares 2,009 $201K 0.04% new Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,914 shares; 2024Q4: 42,801 shares; 2025Q1: 14,644 shares; 2025Q2: 16,644 shares; 2025Q3: 11,163 shares 11,163 $193K 0.03% -5,481 Timeline MSOS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,920 shares; 2024Q4: not reported; 2025Q1: 10,220 shares; 2025Q2: 11,770 shares; 2025Q3: 27,870 shares 27,870 $133K 0.02% +16,100 Timeline UWMC UWM HOLDINGS CORPORATION More: the full row for UWM HOLDINGS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,160 shares; 2024Q4: 12,000 shares; 2025Q1: 11,900 shares; 2025Q2: 11,900 shares; 2025Q3: 11,900 shares 11,900 $72.5K 0.01% 0 Timeline SUPV GRUPO SUPERVIELLE S.A. More: the full row for GRUPO SUPERVIELLE S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,500 shares 11,500 $56.9K 0.01% new Timeline ARAI ARRIVE AI INC More: the full row for ARRIVE AI 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: 14,929 shares; 2025Q3: 15,340 shares 15,340 $55.8K 0.01% +411 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 400 shares 400 $16.9K <0.01% new Timeline SGMOQ SANGAMO THERAPEUTICS INC More: the full row for SANGAMO THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,060 shares; 2024Q4: 24,260 shares; 2025Q1: 23,760 shares; 2025Q2: 19,760 shares; 2025Q3: 19,460 shares 19,460 $13.1K <0.01% -300 Timeline