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: 627,836 shares; 2024Q4: 610,955 shares; 2025Q1: 589,371 shares; 2025Q2: 594,220 shares; 2025Q3: 590,528 shares 590,528 $110M 8.18% -3,692 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: 184,977 shares; 2024Q4: 185,415 shares; 2025Q1: 186,202 shares; 2025Q2: 183,514 shares; 2025Q3: 181,525 shares 181,525 $46.2M 3.43% -1,989 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: 78,720 shares; 2024Q4: 79,191 shares; 2025Q1: 86,668 shares; 2025Q2: 90,100 shares; 2025Q3: 87,113 shares 87,113 $45.1M 3.35% -2,987 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: 49,130 shares; 2024Q4: 49,469 shares; 2025Q1: 50,261 shares; 2025Q2: 51,726 shares; 2025Q3: 51,860 shares 51,860 $38.1M 2.83% +134 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: 160,226 shares; 2024Q4: 161,680 shares; 2025Q1: 165,905 shares; 2025Q2: 169,355 shares; 2025Q3: 169,794 shares 169,794 $37.3M 2.77% +439 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: 140,285 shares; 2024Q4: 138,753 shares; 2025Q1: 144,617 shares; 2025Q2: 152,482 shares; 2025Q3: 152,979 shares 152,979 $37.2M 2.76% +497 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,881 shares; 2024Q4: 158,186 shares; 2025Q1: 160,670 shares; 2025Q2: 164,836 shares; 2025Q3: 168,972 shares 168,972 $34.4M 2.56% +4,136 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: 89,875 shares; 2024Q4: 90,055 shares; 2025Q1: 95,780 shares; 2025Q2: 100,270 shares; 2025Q3: 96,673 shares 96,673 $30.5M 2.26% -3,597 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: 27,032 shares; 2024Q4: 27,179 shares; 2025Q1: 27,482 shares; 2025Q2: 28,341 shares; 2025Q3: 28,933 shares 28,933 $26.8M 1.99% +592 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: 60,221 shares; 2024Q4: 62,588 shares; 2025Q1: 68,495 shares; 2025Q2: 72,746 shares; 2025Q3: 77,269 shares 77,269 $25.2M 1.87% +4,523 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,184 shares; 2024Q4: 157,488 shares; 2025Q1: 160,258 shares; 2025Q2: 164,816 shares; 2025Q3: 164,768 shares 164,768 $24.5M 1.82% -48 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: 26,168 shares; 2024Q4: 26,041 shares; 2025Q1: 25,748 shares; 2025Q2: 26,495 shares; 2025Q3: 26,454 shares 26,454 $24.3M 1.81% -41 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,092 shares; 2024Q4: 168,057 shares; 2025Q1: 190,069 shares; 2025Q2: 195,573 shares; 2025Q3: 195,275 shares 195,275 $24.2M 1.79% -298 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: 30,733 shares; 2024Q4: 31,234 shares; 2025Q1: 31,435 shares; 2025Q2: 31,675 shares; 2025Q3: 33,084 shares 33,084 $22.6M 1.68% +1,409 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: 102,734 shares; 2024Q4: 84,331 shares; 2025Q1: 90,955 shares; 2025Q2: 93,102 shares; 2025Q3: 92,321 shares 92,321 $22.5M 1.67% -781 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,769 shares; 2024Q4: 108,834 shares; 2025Q1: 110,992 shares; 2025Q2: 114,625 shares; 2025Q3: 118,837 shares 118,837 $20.1M 1.5% +4,212 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: 14,569 shares; 2024Q4: 14,563 shares; 2025Q1: 15,753 shares; 2025Q2: 16,196 shares; 2025Q3: 16,739 shares 16,739 $20.1M 1.49% +543 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: 18,042 shares; 2024Q4: 19,024 shares; 2025Q1: 19,483 shares; 2025Q2: 19,457 shares; 2025Q3: 20,500 shares 20,500 $19.8M 1.47% +1,043 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,928 shares; 2024Q4: 91,466 shares; 2025Q1: 93,247 shares; 2025Q2: 94,187 shares; 2025Q3: 81,561 shares 81,561 $19.6M 1.46% -12,626 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: 60,547 shares; 2024Q4: 61,953 shares; 2025Q1: 64,755 shares; 2025Q2: 68,360 shares; 2025Q3: 68,802 shares 68,802 $19.2M 1.43% +442 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: 136,116 shares; 2024Q4: 163,102 shares; 2025Q1: 176,365 shares; 2025Q2: 185,905 shares; 2025Q3: 188,415 shares 188,415 $18.5M 1.37% +2,510 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: 43,378 shares; 2024Q4: 43,747 shares; 2025Q1: 44,396 shares; 2025Q2: 45,026 shares; 2025Q3: 45,487 shares 45,487 $18.4M 1.37% +461 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: 48,074 shares; 2024Q4: 48,337 shares; 2025Q1: 48,688 shares; 2025Q2: 52,274 shares; 2025Q3: 53,047 shares 53,047 $18.1M 1.35% +773 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: 35,350 shares; 2024Q4: 35,402 shares; 2025Q1: 35,918 shares; 2025Q2: 37,363 shares; 2025Q3: 37,855 shares 37,855 $18.1M 1.34% +492 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: 44,502 shares; 2024Q4: 44,784 shares; 2025Q1: 47,982 shares; 2025Q2: 50,339 shares; 2025Q3: 50,784 shares 50,784 $17.8M 1.32% +445 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: 95,141 shares; 2024Q4: 96,300 shares; 2025Q1: 103,371 shares; 2025Q2: 108,280 shares; 2025Q3: 108,798 shares 108,798 $17.3M 1.28% +518 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: 33,945 shares; 2024Q4: 33,709 shares; 2025Q1: 34,487 shares; 2025Q2: 35,658 shares; 2025Q3: 36,386 shares 36,386 $16.3M 1.21% +728 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,659 shares; 2024Q4: 53,526 shares; 2025Q1: 53,645 shares; 2025Q2: 54,208 shares; 2025Q3: 54,136 shares 54,136 $16.1M 1.2% -72 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,270 shares; 2024Q4: 35,649 shares; 2025Q1: 74,202 shares; 2025Q2: 105,062 shares; 2025Q3: 106,056 shares 106,056 $16M 1.19% +994 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,360 shares; 2024Q4: 29,768 shares; 2025Q1: 30,781 shares; 2025Q2: 32,114 shares; 2025Q3: 32,770 shares 32,770 $15.9M 1.18% +656 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,518 shares; 2025Q1: 30,081 shares; 2025Q2: 35,571 shares; 2025Q3: 37,002 shares 37,002 $15.3M 1.14% +1,431 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,051 shares; 2024Q4: 21,123 shares; 2025Q1: 22,465 shares; 2025Q2: 23,142 shares; 2025Q3: 23,177 shares 23,177 $14.8M 1.1% +35 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: 36,098 shares; 2024Q4: 39,441 shares; 2025Q1: 42,368 shares; 2025Q2: 39,810 shares; 2025Q3: 40,614 shares 40,614 $14.4M 1.07% +804 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,849 shares; 2024Q4: 33,881 shares; 2025Q1: 37,141 shares; 2025Q2: 38,010 shares; 2025Q3: 38,533 shares 38,533 $14.2M 1.06% +523 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: 64,177 shares; 2024Q4: 64,202 shares; 2025Q1: 66,098 shares; 2025Q2: 64,808 shares; 2025Q3: 58,915 shares 58,915 $14M 1.04% -5,893 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,383 shares; 2024Q4: 57,730 shares; 2025Q1: 60,685 shares; 2025Q2: 59,176 shares; 2025Q3: 58,354 shares 58,354 $13.2M 0.98% -822 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: 87,240 shares; 2024Q4: 88,365 shares; 2025Q1: 90,737 shares; 2025Q2: 86,746 shares; 2025Q3: 79,184 shares 79,184 $12.8M 0.95% -7,562 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,050 shares; 2024Q4: 47,349 shares; 2025Q1: 68,902 shares; 2025Q2: 77,178 shares; 2025Q3: 91,497 shares 91,497 $12.6M 0.94% +14,319 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: 82,730 shares; 2024Q4: 94,146 shares; 2025Q1: 104,013 shares; 2025Q2: 118,633 shares; 2025Q3: 120,410 shares 120,410 $12.4M 0.92% +1,777 Timeline EXTR EXTREME NETWORKS INC More: the full row for EXTREME NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 556,016 shares; 2024Q4: 568,991 shares; 2025Q1: 568,991 shares; 2025Q2: 568,991 shares; 2025Q3: 568,991 shares 568,991 $11.7M 0.87% 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: 49,939 shares; 2024Q4: 51,169 shares; 2025Q1: 51,755 shares; 2025Q2: 52,726 shares; 2025Q3: 53,606 shares 53,606 $11.3M 0.84% +880 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: 40,267 shares; 2024Q4: 47,558 shares; 2025Q1: 50,748 shares; 2025Q2: 51,823 shares; 2025Q3: 52,116 shares 52,116 $11.2M 0.83% +293 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,623 shares; 2024Q4: 83,161 shares; 2025Q1: 83,285 shares; 2025Q2: 84,184 shares; 2025Q3: 87,262 shares 87,262 $11M 0.82% +3,078 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: 15,063 shares; 2024Q4: 15,578 shares; 2025Q1: 16,940 shares; 2025Q2: 18,866 shares; 2025Q3: 19,308 shares 19,308 $11M 0.82% +442 Timeline IBDS 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: 346,431 shares; 2024Q4: 363,921 shares; 2025Q1: 389,449 shares; 2025Q2: 409,350 shares; 2025Q3: 444,280 shares 444,280 $10.8M 0.8% +34,930 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: 20,561 shares; 2024Q4: 20,512 shares; 2025Q1: 19,217 shares; 2025Q2: 16,241 shares; 2025Q3: 16,228 shares 16,228 $10.8M 0.8% -13 Timeline IBDR 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: 325,825 shares; 2024Q4: 341,272 shares; 2025Q1: 364,517 shares; 2025Q2: 391,583 shares; 2025Q3: 434,861 shares 434,861 $10.6M 0.78% +43,278 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,995 shares; 2024Q4: 55,452 shares; 2025Q1: 57,962 shares; 2025Q2: 59,419 shares; 2025Q3: 59,593 shares 59,593 $10.3M 0.77% +174 Timeline IBDT 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: 308,104 shares; 2024Q4: 331,018 shares; 2025Q1: 354,738 shares; 2025Q2: 373,853 shares; 2025Q3: 403,365 shares 403,365 $10.3M 0.76% +29,512 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,494 shares; 2024Q4: 6,673 shares; 2025Q1: 7,375 shares; 2025Q2: 16,827 shares; 2025Q3: 20,349 shares 20,349 $10.2M 0.76% +3,522 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,643 shares; 2024Q4: 29,977 shares; 2025Q1: 36,001 shares; 2025Q2: 38,127 shares; 2025Q3: 39,583 shares 39,583 $9.43M 0.7% +1,456 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,932 shares; 2024Q4: 27,607 shares; 2025Q1: 30,443 shares; 2025Q2: 37,579 shares; 2025Q3: 39,382 shares 39,382 $9.43M 0.7% +1,803 Timeline IBDU 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: 305,924 shares; 2024Q4: 327,578 shares; 2025Q1: 346,703 shares; 2025Q2: 365,736 shares; 2025Q3: 399,233 shares 399,233 $9.37M 0.7% +33,497 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,596 shares; 2024Q4: 5,569 shares; 2025Q1: 7,271 shares; 2025Q2: 7,729 shares; 2025Q3: 7,828 shares 7,828 $9.13M 0.68% +99 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: 53,795 shares; 2024Q4: 53,753 shares; 2025Q1: 56,751 shares; 2025Q2: 58,086 shares; 2025Q3: 58,201 shares 58,201 $8.98M 0.67% +115 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: 57,710 shares; 2024Q4: 57,438 shares; 2025Q1: 60,128 shares; 2025Q2: 64,861 shares; 2025Q3: 66,656 shares 66,656 $8.93M 0.66% +1,795 Timeline IBDV 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: 268,570 shares; 2024Q4: 302,673 shares; 2025Q1: 322,208 shares; 2025Q2: 333,362 shares; 2025Q3: 372,226 shares 372,226 $8.24M 0.61% +38,864 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL 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: 453,017 shares; 2025Q3: 486,886 shares 486,886 $8.24M 0.61% +33,869 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: 34,477 shares; 2024Q4: 34,099 shares; 2025Q1: 33,509 shares; 2025Q2: 34,553 shares; 2025Q3: 33,952 shares 33,952 $8.03M 0.6% -601 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: 14,408 shares; 2024Q4: 14,212 shares; 2025Q1: 14,381 shares; 2025Q2: 15,749 shares; 2025Q3: 16,482 shares 16,482 $7.54M 0.56% +733 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: 3,082 shares; 2024Q4: 2,554 shares; 2025Q1: 4,037 shares; 2025Q2: 9,713 shares; 2025Q3: 10,830 shares 10,830 $6.63M 0.49% +1,117 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,052 shares; 2024Q4: 66,971 shares; 2025Q1: 67,376 shares; 2025Q2: 65,082 shares; 2025Q3: 45,237 shares 45,237 $6.62M 0.49% -19,845 Timeline ISHARES TR 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: 331,891 shares; 2024Q4: 371,036 shares; 2025Q1: 353,095 shares; 2025Q2: 310,222 shares; 2025Q3: 256,578 shares 256,578 $6.46M 0.48% -53,644 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: 45,190 shares; 2024Q4: 35,190 shares; 2025Q1: 35,190 shares; 2025Q2: 35,190 shares; 2025Q3: 27,212 shares 27,212 $6.25M 0.46% -7,978 Timeline IBDW 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: 165,800 shares; 2024Q4: 236,975 shares; 2025Q1: 243,975 shares; 2025Q2: 253,000 shares; 2025Q3: 286,096 shares 286,096 $6.07M 0.45% +33,096 Timeline IBDX 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: 197,475 shares; 2024Q4: 213,975 shares; 2025Q1: 214,875 shares; 2025Q2: 218,025 shares; 2025Q3: 230,925 shares 230,925 $5.92M 0.44% +12,900 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,040 shares; 2024Q4: 141,301 shares; 2025Q1: 141,238 shares; 2025Q2: 139,365 shares; 2025Q3: 140,318 shares 140,318 $5.5M 0.41% +953 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: 16,610 shares; 2024Q4: 16,614 shares; 2025Q1: 16,594 shares; 2025Q2: 16,490 shares; 2025Q3: 16,413 shares 16,413 $5.41M 0.4% -77 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: 13,838 shares; 2024Q4: 15,408 shares; 2025Q1: 17,358 shares; 2025Q2: 18,313 shares; 2025Q3: 17,955 shares 17,955 $5.06M 0.38% -358 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: 31,970 shares; 2024Q4: 29,518 shares; 2025Q1: 36,662 shares; 2025Q2: 35,621 shares; 2025Q3: 34,145 shares 34,145 $4.75M 0.35% -1,476 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: 90,618 shares; 2024Q4: 90,461 shares; 2025Q1: 90,317 shares; 2025Q2: 89,494 shares; 2025Q3: 89,038 shares 89,038 $4.59M 0.34% -456 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: 42,115 shares; 2024Q4: 37,890 shares; 2025Q1: 38,717 shares; 2025Q2: 40,336 shares; 2025Q3: 39,200 shares 39,200 $4.49M 0.33% -1,136 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: 6,352 shares; 2024Q4: 6,352 shares; 2025Q1: 6,151 shares; 2025Q2: 6,093 shares; 2025Q3: 6,106 shares 6,106 $4.09M 0.3% +13 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: 52,109 shares; 2024Q4: 47,753 shares; 2025Q1: 46,458 shares; 2025Q2: 28,181 shares; 2025Q3: 25,006 shares 25,006 $3.88M 0.29% -3,175 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,135 shares; 2024Q4: 98,339 shares; 2025Q1: 98,339 shares; 2025Q2: 92,072 shares; 2025Q3: 77,522 shares 77,522 $3.8M 0.28% -14,550 Timeline IBDY 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: 56,120 shares; 2025Q2: 90,245 shares; 2025Q3: 118,270 shares 118,270 $3.1M 0.23% +28,025 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: 4,417 shares; 2024Q4: 4,238 shares; 2025Q1: 4,489 shares; 2025Q2: 4,956 shares; 2025Q3: 5,016 shares 5,016 $3.01M 0.22% +60 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: 49,665 shares; 2024Q4: 49,665 shares; 2025Q1: 59,795 shares; 2025Q2: 59,795 shares; 2025Q3: 76,495 shares 76,495 $2.84M 0.21% +16,700 Timeline TIP 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: 26,368 shares; 2024Q4: 25,054 shares; 2025Q1: 24,213 shares; 2025Q2: 24,308 shares; 2025Q3: 24,768 shares 24,768 $2.75M 0.2% +460 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,040 shares; 2024Q4: 60,613 shares; 2025Q1: 54,992 shares; 2025Q2: 46,836 shares; 2025Q3: 39,147 shares 39,147 $2.63M 0.2% -7,689 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: 19,476 shares; 2024Q4: 18,769 shares; 2025Q1: 18,096 shares; 2025Q2: 13,615 shares; 2025Q3: 13,784 shares 13,784 $2.61M 0.19% +169 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: 48,775 shares; 2024Q4: 48,785 shares; 2025Q1: 42,785 shares; 2025Q2: 40,085 shares; 2025Q3: 37,660 shares 37,660 $2.46M 0.18% -2,425 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: 16,665 shares; 2024Q4: 18,657 shares; 2025Q1: 18,382 shares; 2025Q2: 21,596 shares; 2025Q3: 21,021 shares 21,021 $2.37M 0.18% -575 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: 102,934 shares; 2024Q4: 97,606 shares; 2025Q1: 70,643 shares; 2025Q2: 31,539 shares; 2025Q3: 25,180 shares 25,180 $2.25M 0.17% -6,359 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: 213,242 shares; 2024Q4: 152,641 shares; 2025Q1: 123,818 shares; 2025Q2: 76,366 shares; 2025Q3: 65,414 shares 65,414 $2.25M 0.17% -10,952 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: 18,105 shares; 2024Q4: 13,822 shares; 2025Q1: 10,712 shares; 2025Q2: 9,192 shares; 2025Q3: 9,274 shares 9,274 $2.24M 0.17% +82 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,765 shares; 2024Q4: 32,183 shares; 2025Q1: 31,487 shares; 2025Q2: 23,707 shares; 2025Q3: 22,627 shares 22,627 $2.14M 0.16% -1,080 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,665 shares; 2024Q4: 55,624 shares; 2025Q1: 55,684 shares; 2025Q2: 49,507 shares; 2025Q3: 42,149 shares 42,149 $2.13M 0.16% -7,358 Timeline CRVL CORVEL CORP More: the full row for CORVEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,960 shares; 2024Q4: 25,398 shares; 2025Q1: 25,398 shares; 2025Q2: 25,398 shares; 2025Q3: 25,398 shares 25,398 $1.97M 0.15% 0 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,835 shares; 2024Q4: 10,737 shares; 2025Q1: 8,237 shares; 2025Q2: 8,237 shares; 2025Q3: 8,037 shares 8,037 $1.85M 0.14% -200 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: 2,481 shares; 2024Q4: 2,532 shares; 2025Q1: 2,445 shares; 2025Q2: 2,391 shares; 2025Q3: 2,409 shares 2,409 $1.84M 0.14% +18 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: 5,712 shares; 2024Q4: 4,644 shares; 2025Q1: 4,121 shares; 2025Q2: 4,040 shares; 2025Q3: 4,004 shares 4,004 $1.78M 0.13% -36 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,210 shares; 2024Q4: 19,891 shares; 2025Q1: 23,635 shares; 2025Q2: 11,805 shares; 2025Q3: 13,795 shares 13,795 $1.64M 0.12% +1,990 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: 12,947 shares; 2024Q4: 12,947 shares; 2025Q1: 12,342 shares; 2025Q2: 9,917 shares; 2025Q3: 9,417 shares 9,417 $1.58M 0.12% -500 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,965 shares; 2024Q4: 3,415 shares; 2025Q1: 3,415 shares; 2025Q2: 3,320 shares; 2025Q3: 3,320 shares 3,320 $1.56M 0.12% 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: 28,951 shares; 2024Q4: 21,810 shares; 2025Q1: 18,788 shares; 2025Q2: 17,000 shares; 2025Q3: 16,542 shares 16,542 $1.54M 0.11% -458 Timeline FDN 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: 5,636 shares; 2024Q4: 5,602 shares; 2025Q1: 5,709 shares; 2025Q2: 5,747 shares; 2025Q3: 5,506 shares 5,506 $1.54M 0.11% -241 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: 4,320 shares; 2024Q4: 4,326 shares; 2025Q1: 5,243 shares; 2025Q2: 7,183 shares; 2025Q3: 6,114 shares 6,114 $1.54M 0.11% -1,069 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: 11,267 shares; 2024Q4: 11,267 shares; 2025Q1: 9,267 shares; 2025Q2: 5,800 shares; 2025Q3: 5,500 shares 5,500 $1.5M 0.11% -300 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: 4,205 shares; 2024Q4: 4,305 shares; 2025Q1: 4,205 shares; 2025Q2: 4,205 shares; 2025Q3: 4,205 shares 4,205 $1.4M 0.1% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,570 shares; 2025Q3: 19,570 shares 19,570 $1.4M 0.1% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,312 shares; 2025Q3: 6,312 shares 6,312 $1.39M 0.1% 0 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: 7,335 shares; 2024Q4: 7,439 shares; 2025Q1: 6,405 shares; 2025Q2: 7,662 shares; 2025Q3: 7,366 shares 7,366 $1.37M 0.1% -296 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: 14,367 shares; 2024Q4: 13,767 shares; 2025Q1: 13,667 shares; 2025Q2: 13,615 shares; 2025Q3: 13,591 shares 13,591 $1.31M 0.1% -24 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: 12,205 shares; 2024Q4: 24,410 shares; 2025Q1: 44,526 shares; 2025Q2: 56,076 shares; 2025Q3: 56,036 shares 56,036 $1.3M 0.1% -40 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: 33,831 shares; 2024Q4: 29,186 shares; 2025Q1: 24,780 shares; 2025Q2: 24,131 shares; 2025Q3: 24,131 shares 24,131 $1.29M 0.1% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,643 shares; 2024Q4: 6,460 shares; 2025Q1: 6,228 shares; 2025Q2: 7,408 shares; 2025Q3: 7,408 shares 7,408 $1.24M 0.09% 0 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: 21,408 shares; 2024Q4: 24,727 shares; 2025Q1: 37,122 shares; 2025Q2: 31,989 shares; 2025Q3: 22,784 shares 22,784 $1.23M 0.09% -9,205 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,571 shares; 2024Q4: 7,567 shares; 2025Q1: 3,997 shares; 2025Q2: 2,150 shares; 2025Q3: 1,984 shares 1,984 $1.21M 0.09% -166 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,831 shares; 2024Q4: 4,364 shares; 2025Q1: 5,252 shares; 2025Q2: 10,377 shares; 2025Q3: 10,341 shares 10,341 $1.19M 0.09% -36 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,994 shares; 2024Q4: 49,140 shares; 2025Q1: 43,451 shares; 2025Q2: 24,073 shares; 2025Q3: 16,915 shares 16,915 $1.18M 0.09% -7,158 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: 30,654 shares; 2024Q4: 13,822 shares; 2025Q1: 12,221 shares; 2025Q2: 9,048 shares; 2025Q3: 8,310 shares 8,310 $1.17M 0.09% -738 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,128 shares; 2024Q4: 2,217 shares; 2025Q1: 2,111 shares; 2025Q2: 1,930 shares; 2025Q3: 1,924 shares 1,924 $1.15M 0.09% -6 Timeline PRCT PROCEPT BIOROBOTICS CORP More: the full row for PROCEPT BIOROBOTICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,680 shares; 2024Q4: 41,930 shares; 2025Q1: 31,440 shares; 2025Q2: 31,440 shares; 2025Q3: 31,440 shares 31,440 $1.12M 0.08% 0 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: 3,927 shares; 2024Q4: 3,927 shares; 2025Q1: 3,927 shares; 2025Q2: 3,906 shares; 2025Q3: 3,906 shares 3,906 $1.1M 0.08% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,363 shares; 2025Q1: 3,363 shares; 2025Q2: 9,962 shares; 2025Q3: 9,962 shares 9,962 $1.1M 0.08% 0 Timeline SCHE 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: 26,414 shares; 2024Q4: 26,250 shares; 2025Q1: 28,580 shares; 2025Q2: 31,315 shares; 2025Q3: 31,785 shares 31,785 $1.06M 0.08% +470 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: 16,277 shares; 2024Q4: 16,277 shares; 2025Q1: 15,977 shares; 2025Q2: 15,467 shares; 2025Q3: 15,467 shares 15,467 $1.06M 0.08% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,341 shares; 2024Q4: 27,707 shares; 2025Q1: 20,691 shares; 2025Q2: 18,298 shares; 2025Q3: 10,830 shares 10,830 $1.05M 0.08% -7,468 Timeline ITB 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: 3,098 shares; 2024Q4: 4,380 shares; 2025Q1: 4,750 shares; 2025Q2: 6,983 shares; 2025Q3: 9,237 shares 9,237 $991K 0.07% +2,254 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: 10,240 shares; 2025Q3: 10,240 shares 10,240 $975K 0.07% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,508 shares; 2024Q4: 27,508 shares; 2025Q1: 27,508 shares; 2025Q2: 27,345 shares; 2025Q3: 27,345 shares 27,345 $971K 0.07% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,274 shares; 2024Q4: 22,872 shares; 2025Q1: 16,282 shares; 2025Q2: 5,774 shares; 2025Q3: 6,450 shares 6,450 $931K 0.07% +676 Timeline XHB 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: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,125 shares; 2025Q2: 7,130 shares; 2025Q3: 8,230 shares 8,230 $912K 0.07% +1,100 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: 4,386 shares; 2024Q4: 4,436 shares; 2025Q1: 3,861 shares; 2025Q2: 5,811 shares; 2025Q3: 5,811 shares 5,811 $893K 0.07% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,885 shares; 2024Q4: 17,365 shares; 2025Q1: 18,594 shares; 2025Q2: 12,600 shares; 2025Q3: 10,047 shares 10,047 $850K 0.06% -2,553 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: 19,315 shares; 2024Q4: 18,791 shares; 2025Q1: 15,779 shares; 2025Q2: 9,466 shares; 2025Q3: 2,307 shares 2,307 $814K 0.06% -7,159 Timeline MRP MILLROSE PPTYS INC More: the full row for MILLROSE PPTYS 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: 40,059 shares; 2025Q2: 25,877 shares; 2025Q3: 23,727 shares 23,727 $797K 0.06% -2,150 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: 7,230 shares; 2024Q4: 7,230 shares; 2025Q1: 7,230 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares 7,000 $777K 0.06% 0 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,651 shares; 2024Q4: 9,967 shares; 2025Q1: 6,727 shares; 2025Q2: 6,359 shares; 2025Q3: 4,737 shares 4,737 $756K 0.06% -1,622 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: 7,713 shares; 2024Q4: 7,713 shares; 2025Q1: 7,713 shares; 2025Q2: 7,713 shares; 2025Q3: 7,713 shares 7,713 $736K 0.05% 0 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: 1,005 shares; 2024Q4: 1,005 shares; 2025Q1: 1,005 shares; 2025Q2: 1,005 shares; 2025Q3: 1,009 shares 1,009 $724K 0.05% +4 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: 560 shares; 2024Q4: 5,600 shares; 2025Q1: 5,170 shares; 2025Q2: 5,170 shares; 2025Q3: 5,170 shares 5,170 $692K 0.05% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,404 shares; 2024Q4: 1,404 shares; 2025Q1: 1,404 shares; 2025Q2: 1,404 shares; 2025Q3: 1,404 shares 1,404 $690K 0.05% 0 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: 1,906 shares; 2024Q4: 1,906 shares; 2025Q1: 1,906 shares; 2025Q2: 2,434 shares; 2025Q3: 2,434 shares 2,434 $687K 0.05% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,535 shares; 2024Q4: 8,535 shares; 2025Q1: 8,335 shares; 2025Q2: 8,335 shares; 2025Q3: 7,735 shares 7,735 $675K 0.05% -600 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,319 shares; 2024Q4: 1,319 shares; 2025Q1: 1,230 shares; 2025Q2: 1,230 shares; 2025Q3: 860 shares 860 $674K 0.05% -370 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,081 shares; 2025Q3: 10,035 shares 10,035 $652K 0.05% +1,954 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,510 shares; 2024Q4: 26,027 shares; 2025Q1: 24,379 shares; 2025Q2: 23,179 shares; 2025Q3: 23,329 shares 23,329 $637K 0.05% +150 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,926 shares; 2024Q4: 3,856 shares; 2025Q1: 3,856 shares; 2025Q2: 3,856 shares; 2025Q3: 3,736 shares 3,736 $626K 0.05% -120 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,579 shares; 2024Q4: 7,782 shares; 2025Q1: 2,761 shares; 2025Q2: 1,538 shares; 2025Q3: 1,243 shares 1,243 $621K 0.05% -295 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,067 shares; 2024Q4: 1,900 shares; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares 1,900 $615K 0.05% 0 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: 3,642 shares; 2024Q4: 3,315 shares; 2025Q1: 2,727 shares; 2025Q2: 2,408 shares; 2025Q3: 2,408 shares 2,408 $612K 0.05% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 251 shares; 2025Q3: 248 shares 248 $580K 0.04% -3 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,057 shares; 2024Q4: 2,057 shares; 2025Q1: 2,057 shares; 2025Q2: 1,908 shares; 2025Q3: 1,908 shares 1,908 $560K 0.04% 0 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: 1,969 shares; 2024Q4: 1,963 shares; 2025Q1: 1,963 shares; 2025Q2: 1,663 shares; 2025Q3: 1,663 shares 1,663 $546K 0.04% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,846 shares; 2024Q4: 2,846 shares; 2025Q1: 2,846 shares; 2025Q2: 2,768 shares; 2025Q3: 2,794 shares 2,794 $513K 0.04% +26 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: 88 shares; 2025Q3: 88 shares 88 $475K 0.04% 0 Timeline IBDZ 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: 17,725 shares 17,725 $469K 0.03% new 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: 541 shares; 2024Q4: 541 shares; 2025Q1: 687 shares; 2025Q2: 587 shares; 2025Q3: 587 shares 587 $467K 0.03% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,851 shares; 2025Q3: 5,851 shares 5,851 $467K 0.03% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,296 shares; 2025Q3: 2,296 shares 2,296 $455K 0.03% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,830 shares; 2025Q3: 4,780 shares 4,780 $437K 0.03% -50 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: 1,150 shares; 2024Q4: 1,150 shares; 2025Q1: 1,150 shares; 2025Q2: 1,150 shares; 2025Q3: 1,150 shares 1,150 $436K 0.03% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,565 shares; 2024Q4: 2,565 shares; 2025Q1: 2,565 shares; 2025Q2: 2,565 shares; 2025Q3: 2,565 shares 2,565 $432K 0.03% 0 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: 550 shares; 2025Q3: 565 shares 565 $422K 0.03% +15 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: 1,508 shares; 2024Q4: 1,503 shares; 2025Q1: 1,489 shares; 2025Q2: 1,483 shares; 2025Q3: 1,483 shares 1,483 $419K 0.03% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,562 shares; 2024Q4: 6,714 shares; 2025Q1: 5,539 shares; 2025Q2: 5,224 shares; 2025Q3: 4,985 shares 4,985 $418K 0.03% -239 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,743 shares; 2024Q4: 1,810 shares; 2025Q1: 1,810 shares; 2025Q2: 1,810 shares; 2025Q3: 1,810 shares 1,810 $391K 0.03% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,321 shares; 2024Q4: 1,321 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares 1,300 $391K 0.03% 0 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: 2,054 shares; 2024Q4: 2,054 shares; 2025Q1: 2,054 shares; 2025Q2: 2,054 shares; 2025Q3: 2,054 shares 2,054 $386K 0.03% 0 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: 5,275 shares; 2024Q4: 5,275 shares; 2025Q1: 5,725 shares; 2025Q2: 5,725 shares; 2025Q3: 5,725 shares 5,725 $380K 0.03% 0 Timeline TCOM TRIP COM GROUP LTD More: the full row for TRIP COM GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,973 shares; 2025Q3: 4,973 shares 4,973 $374K 0.03% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,107 shares; 2024Q4: 1,107 shares; 2025Q1: 945 shares; 2025Q2: 975 shares; 2025Q3: 997 shares 997 $373K 0.03% +22 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: 7,101 shares; 2024Q4: 3,314 shares; 2025Q1: 2,469 shares; 2025Q2: 1,286 shares; 2025Q3: 1,369 shares 1,369 $356K 0.03% +83 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 858 shares; 2024Q4: 858 shares; 2025Q1: 843 shares; 2025Q2: 843 shares; 2025Q3: 843 shares 843 $356K 0.03% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,200 shares; 2024Q4: 9,200 shares; 2025Q1: 9,200 shares; 2025Q2: 12,519 shares; 2025Q3: 12,519 shares 12,519 $354K 0.03% 0 Timeline USIG 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: 9,815 shares; 2024Q4: 9,815 shares; 2025Q1: 9,815 shares; 2025Q2: 8,150 shares; 2025Q3: 6,710 shares 6,710 $350K 0.03% -1,440 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: 1,169 shares; 2024Q4: 526 shares; 2025Q1: not reported; 2025Q2: 730 shares; 2025Q3: 730 shares 730 $350K 0.03% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,671 shares; 2024Q4: 1,615 shares; 2025Q1: 1,615 shares; 2025Q2: 1,520 shares; 2025Q3: 1,512 shares 1,512 $350K 0.03% -8 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: 1,485 shares; 2024Q4: 1,485 shares; 2025Q1: 1,335 shares; 2025Q2: 1,424 shares; 2025Q3: 1,160 shares 1,160 $349K 0.03% -264 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,149 shares; 2024Q4: 9,149 shares; 2025Q1: 9,149 shares; 2025Q2: 9,149 shares; 2025Q3: 9,149 shares 9,149 $342K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,128 shares; 2025Q3: 4,128 shares 4,128 $331K 0.02% 0 Timeline EWT 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: 5,125 shares; 2024Q4: 5,125 shares; 2025Q1: 5,125 shares; 2025Q2: 5,125 shares; 2025Q3: 5,125 shares 5,125 $326K 0.02% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 526 shares; 2025Q3: 526 shares 526 $323K 0.02% 0 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: not reported; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares 3,000 $323K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,155 shares; 2025Q3: 1,155 shares 1,155 $322K 0.02% 0 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,847 shares; 2024Q4: 5,334 shares; 2025Q1: 3,918 shares; 2025Q2: 3,468 shares; 2025Q3: 3,203 shares 3,203 $321K 0.02% -265 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: 2,450 shares; 2025Q2: 2,451 shares; 2025Q3: 1,751 shares 1,751 $319K 0.02% -700 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: 21,067 shares; 2024Q4: 20,094 shares; 2025Q1: 14,528 shares; 2025Q2: 3,288 shares; 2025Q3: 3,151 shares 3,151 $316K 0.02% -137 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: 940 shares; 2024Q4: 940 shares; 2025Q1: 940 shares; 2025Q2: 940 shares; 2025Q3: 940 shares 940 $313K 0.02% 0 Timeline PHO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,318 shares; 2025Q3: 4,318 shares 4,318 $311K 0.02% 0 Timeline PRFZ 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: 6,774 shares; 2024Q4: 6,774 shares; 2025Q1: 6,774 shares; 2025Q2: 6,774 shares; 2025Q3: 6,774 shares 6,774 $308K 0.02% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,036 shares; 2025Q1: not reported; 2025Q2: 2,036 shares; 2025Q3: 2,067 shares 2,067 $301K 0.02% +31 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: 4,649 shares; 2024Q4: 4,486 shares; 2025Q1: 3,812 shares; 2025Q2: 3,637 shares; 2025Q3: 3,612 shares 3,612 $300K 0.02% -25 Timeline INCO COLUMBIA ETF TR II More: the full row for COLUMBIA ETF 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: 4,512 shares; 2025Q3: 4,512 shares 4,512 $292K 0.02% 0 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: 5,580 shares; 2024Q4: 5,580 shares; 2025Q1: 5,580 shares; 2025Q2: 5,580 shares; 2025Q3: 5,580 shares 5,580 $282K 0.02% 0 Timeline IJK 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: 2,875 shares; 2024Q4: 2,875 shares; 2025Q1: 2,875 shares; 2025Q2: 2,875 shares; 2025Q3: 2,875 shares 2,875 $276K 0.02% 0 Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,000 shares; 2024Q4: 40,000 shares; 2025Q1: 40,000 shares; 2025Q2: 40,000 shares; 2025Q3: 45,500 shares 45,500 $274K 0.02% +5,500 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: 4,947 shares; 2024Q4: 3,787 shares; 2025Q1: 3,696 shares; 2025Q2: 3,847 shares; 2025Q3: 3,482 shares 3,482 $273K 0.02% -365 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,340 shares; 2024Q4: 3,018 shares; 2025Q1: 1,114 shares; 2025Q2: 1,006 shares; 2025Q3: 928 shares 928 $267K 0.02% -78 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: 3,015 shares; 2024Q4: 2,835 shares; 2025Q1: 2,835 shares; 2025Q2: 2,835 shares; 2025Q3: 2,635 shares 2,635 $264K 0.02% -200 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares 60 $257K 0.02% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,517 shares; 2025Q3: 3,517 shares 3,517 $256K 0.02% 0 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: 5,645 shares; 2024Q4: 5,645 shares; 2025Q1: 5,645 shares; 2025Q2: 5,645 shares; 2025Q3: 5,645 shares 5,645 $255K 0.02% 0 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: 1,488 shares; 2024Q4: 1,488 shares; 2025Q1: 1,488 shares; 2025Q2: 1,488 shares; 2025Q3: 1,488 shares 1,488 $248K 0.02% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,589 shares; 2024Q4: 7,589 shares; 2025Q1: 7,589 shares; 2025Q2: 7,589 shares; 2025Q3: 7,589 shares 7,589 $237K 0.02% 0 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,900 shares; 2024Q4: 13,900 shares; 2025Q1: 13,900 shares; 2025Q2: 13,900 shares; 2025Q3: 13,900 shares 13,900 $237K 0.02% 0 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: 34,918 shares; 2024Q4: 10,886 shares; 2025Q1: 7,935 shares; 2025Q2: 2,753 shares; 2025Q3: 2,625 shares 2,625 $235K 0.02% -128 Timeline EWN 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: 4,240 shares; 2025Q3: 3,990 shares 3,990 $231K 0.02% -250 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,070 shares; 2025Q3: 3,070 shares 3,070 $231K 0.02% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 295 shares; 2025Q3: 295 shares 295 $224K 0.02% 0 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,500 shares; 2024Q4: 4,500 shares; 2025Q1: 4,500 shares; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares 4,500 $211K 0.02% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE 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: 895 shares; 2025Q3: 895 shares 895 $210K 0.02% 0 Timeline SCHB 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: 3,459 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,056 shares 8,056 $207K 0.02% new Timeline TEX TEREX CORP NEW More: the full row for TEREX CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,000 shares 4,000 $205K 0.02% 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: 1,288 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 989 shares 989 $202K 0.02% new Timeline DAX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,495 shares; 2025Q3: 4,495 shares 4,495 $201K 0.01% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,350 shares; 2024Q4: 10,350 shares; 2025Q1: 10,350 shares; 2025Q2: 10,350 shares; 2025Q3: 10,350 shares 10,350 $178K 0.01% 0 Timeline AESI ATLAS ENERGY SOLUTIONS INC More: the full row for ATLAS ENERGY SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,766 shares; 2024Q4: 14,766 shares; 2025Q1: 14,766 shares; 2025Q2: 14,766 shares; 2025Q3: 14,766 shares 14,766 $168K 0.01% 0 Timeline SANA SANA BIOTECHNOLOGY INC More: the full row for SANA BIOTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,500 shares 10,500 $37.3K <0.01% new Timeline