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: 9,307 shares; 2024Q4: 38,360 shares; 2025Q1: 49,235 shares; 2025Q2: 50,080 shares; 2025Q3: 52,104 shares 52,104 $17.1M 4.47% +2,024 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: 8,788 shares; 2024Q4: 46,615 shares; 2025Q1: 45,821 shares; 2025Q2: 46,461 shares; 2025Q3: 50,589 shares 50,589 $12.9M 3.36% +4,128 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: 23,365 shares; 2024Q4: 28,389 shares; 2025Q1: 8,704 shares; 2025Q2: 29,166 shares; 2025Q3: 22,504 shares 22,504 $10.8M 2.82% -6,662 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: 7,908 shares; 2024Q4: 17,897 shares; 2025Q1: 18,126 shares; 2025Q2: 18,299 shares; 2025Q3: 17,041 shares 17,041 $8.83M 2.3% -1,258 Timeline JMOM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 121,776 shares; 2025Q1: 142,161 shares; 2025Q2: 120,209 shares; 2025Q3: 125,538 shares 125,538 $8.52M 2.23% +5,329 Timeline 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: 70,955 shares; 2024Q4: 79,714 shares; 2025Q1: 19,150 shares; 2025Q2: 77,806 shares; 2025Q3: 54,649 shares 54,649 $7.96M 2.08% -23,157 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,666 shares; 2024Q4: 142,071 shares; 2025Q1: 206,710 shares; 2025Q2: 148,473 shares; 2025Q3: 150,074 shares 150,074 $7.59M 1.98% +1,601 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,376 shares; 2024Q4: 123,567 shares; 2025Q1: 138,177 shares; 2025Q2: 140,317 shares; 2025Q3: 145,359 shares 145,359 $6.72M 1.76% +5,042 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,144 shares; 2024Q4: 47,005 shares; 2025Q1: 6,845 shares; 2025Q2: 50,164 shares; 2025Q3: 34,328 shares 34,328 $6.68M 1.74% -15,836 Timeline FCUS TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 155,641 shares; 2025Q1: 158,324 shares; 2025Q2: 178,403 shares; 2025Q3: 185,864 shares 185,864 $5.91M 1.54% +7,461 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,624 shares; 2024Q4: 51,505 shares; 2025Q1: 50,633 shares; 2025Q2: 47,959 shares; 2025Q3: 30,883 shares 30,883 $5.76M 1.5% -17,076 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: 31,800 shares; 2024Q4: 34,719 shares; 2025Q1: 2,874 shares; 2025Q2: 2,465 shares; 2025Q3: 22,552 shares 22,552 $5.73M 1.5% +20,087 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,881 shares; 2024Q4: 71,266 shares; 2025Q1: 82,264 shares; 2025Q2: 113,174 shares; 2025Q3: 123,838 shares 123,838 $5.67M 1.48% +10,664 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: 6,083 shares; 2024Q4: 26,146 shares; 2025Q1: 26,176 shares; 2025Q2: 25,937 shares; 2025Q3: 25,038 shares 25,038 $5.5M 1.44% -899 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 143,656 shares 143,656 $5.39M 1.41% new 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: not reported; 2024Q4: 22,981 shares; 2025Q1: 22,980 shares; 2025Q2: 26,629 shares; 2025Q3: 28,143 shares 28,143 $5.25M 1.37% +1,514 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: 12,070 shares; 2024Q4: 18,882 shares; 2025Q1: 17,805 shares; 2025Q2: 17,221 shares; 2025Q3: 16,625 shares 16,625 $5.24M 1.37% -596 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,897 shares; 2024Q4: 86,160 shares; 2025Q1: 92,662 shares; 2025Q2: 84,440 shares; 2025Q3: 52,603 shares 52,603 $5.21M 1.36% -31,837 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,104 shares; 2025Q1: 17,768 shares; 2025Q2: 15,758 shares; 2025Q3: 16,188 shares 16,188 $4.98M 1.3% +430 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: 4,799 shares; 2024Q4: 18,353 shares; 2025Q1: 18,988 shares; 2025Q2: 18,844 shares; 2025Q3: 19,036 shares 19,036 $4.63M 1.21% +192 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: 16,020 shares; 2024Q4: 24,261 shares; 2025Q1: 27,039 shares; 2025Q2: 34,992 shares; 2025Q3: 38,141 shares 38,141 $4.53M 1.18% +3,149 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: 62,817 shares; 2024Q4: 72,949 shares; 2025Q1: 56,793 shares; 2025Q2: 56,835 shares; 2025Q3: 59,200 shares 59,200 $4.4M 1.15% +2,365 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,140 shares; 2024Q4: 176,988 shares; 2025Q1: 181,492 shares; 2025Q2: 176,931 shares; 2025Q3: 168,639 shares 168,639 $4.4M 1.15% -8,292 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: not reported; 2024Q4: 7,949 shares; 2025Q1: 8,243 shares; 2025Q2: 8,636 shares; 2025Q3: 8,625 shares 8,625 $4.34M 1.13% -11 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,100 shares; 2025Q1: 14,964 shares; 2025Q2: 69,253 shares; 2025Q3: 72,364 shares 72,364 $4.34M 1.13% +3,111 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: 382 shares; 2024Q4: 4,999 shares; 2025Q1: 6,908 shares; 2025Q2: 7,083 shares; 2025Q3: 7,052 shares 7,052 $4.32M 1.13% -31 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,737 shares; 2024Q4: 117,189 shares; 2025Q1: 92,910 shares; 2025Q2: 105,980 shares; 2025Q3: 69,245 shares 69,245 $4.31M 1.13% -36,735 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 90,413 shares; 2025Q1: 70,947 shares; 2025Q2: 70,758 shares; 2025Q3: 75,139 shares 75,139 $4.11M 1.07% +4,381 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: 7,951 shares; 2024Q4: 10,739 shares; 2025Q1: 10,273 shares; 2025Q2: 10,009 shares; 2025Q3: 9,752 shares 9,752 $3.95M 1.03% -257 Timeline AVDE 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: 6,248 shares; 2024Q4: 7,370 shares; 2025Q1: 5,699 shares; 2025Q2: 74,830 shares; 2025Q3: 48,722 shares 48,722 $3.84M 1% -26,108 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,975 shares; 2024Q4: 5,288 shares; 2025Q1: 4,871 shares; 2025Q2: 5,145 shares; 2025Q3: 5,178 shares 5,178 $3.8M 0.99% +33 Timeline PTBD PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 178,888 shares; 2025Q1: 185,387 shares; 2025Q2: 184,509 shares; 2025Q3: 188,669 shares 188,669 $3.74M 0.98% +4,160 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: 242,407 shares; 2024Q4: 274,653 shares; 2025Q1: 270,503 shares; 2025Q2: 110,217 shares; 2025Q3: 114,987 shares 114,987 $3.61M 0.94% +4,770 Timeline SCHY 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: 208,651 shares; 2024Q4: 227,689 shares; 2025Q1: 136,249 shares; 2025Q2: 192,015 shares; 2025Q3: 116,847 shares 116,847 $3.26M 0.85% -75,168 Timeline VLUE 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: 7,959 shares; 2024Q4: 13,315 shares; 2025Q1: 15,818 shares; 2025Q2: 23,187 shares; 2025Q3: 25,268 shares 25,268 $3.16M 0.83% +2,081 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: 64,862 shares; 2024Q4: 66,616 shares; 2025Q1: 64,005 shares; 2025Q2: 35,517 shares; 2025Q3: 35,100 shares 35,100 $3.14M 0.82% -417 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: 12,220 shares; 2024Q4: 15,265 shares; 2025Q1: 14,663 shares; 2025Q2: 14,442 shares; 2025Q3: 9,445 shares 9,445 $3.12M 0.81% -4,997 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: 23,103 shares; 2024Q4: 35,251 shares; 2025Q1: 32,122 shares; 2025Q2: 30,755 shares; 2025Q3: 29,224 shares 29,224 $3.01M 0.79% -1,531 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP 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: 18,195 shares; 2025Q1: 19,622 shares; 2025Q2: 19,343 shares; 2025Q3: 17,188 shares 17,188 $2.91M 0.76% -2,155 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: 3,979 shares; 2024Q4: 4,267 shares; 2025Q1: 4,238 shares; 2025Q2: 4,188 shares; 2025Q3: 4,082 shares 4,082 $2.73M 0.71% -106 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 65,726 shares; 2025Q2: 82,658 shares; 2025Q3: 96,972 shares 96,972 $2.51M 0.65% +14,314 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: 8,287 shares; 2024Q4: 13,341 shares; 2025Q1: 13,969 shares; 2025Q2: 14,335 shares; 2025Q3: 13,100 shares 13,100 $2.43M 0.63% -1,235 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: not reported; 2024Q4: 4,034 shares; 2025Q1: 2,768 shares; 2025Q2: 9,999 shares; 2025Q3: 10,161 shares 10,161 $2.35M 0.61% +162 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,254 shares; 2024Q4: 121,773 shares; 2025Q1: 125,964 shares; 2025Q2: 115,595 shares; 2025Q3: 113,925 shares 113,925 $2.33M 0.61% -1,670 Timeline IUSV 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: 10,510 shares; 2024Q4: 18,030 shares; 2025Q1: 19,721 shares; 2025Q2: 19,468 shares; 2025Q3: 21,769 shares 21,769 $2.18M 0.57% +2,301 Timeline LRGF 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: 12,730 shares; 2024Q4: 18,462 shares; 2025Q1: 21,341 shares; 2025Q2: 27,856 shares; 2025Q3: 31,090 shares 31,090 $2.15M 0.56% +3,234 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: not reported; 2024Q4: 8,867 shares; 2025Q1: 8,684 shares; 2025Q2: 8,631 shares; 2025Q3: 8,707 shares 8,707 $2.12M 0.55% +76 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: 4,153 shares; 2024Q4: 5,797 shares; 2025Q1: 6,005 shares; 2025Q2: 5,913 shares; 2025Q3: 5,654 shares 5,654 $2.12M 0.55% -259 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,354 shares; 2024Q4: 4,712 shares; 2025Q1: 4,776 shares; 2025Q2: 4,670 shares; 2025Q3: 4,624 shares 4,624 $2.11M 0.55% -46 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: not reported; 2024Q4: 4,262 shares; 2025Q1: 4,458 shares; 2025Q2: 4,785 shares; 2025Q3: 4,702 shares 4,702 $2.09M 0.55% -83 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: 459 shares; 2024Q4: 3,197 shares; 2025Q1: 2,724 shares; 2025Q2: 2,712 shares; 2025Q3: 2,727 shares 2,727 $2.08M 0.54% +15 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: 13,816 shares; 2024Q4: 20,735 shares; 2025Q1: 22,984 shares; 2025Q2: 30,192 shares; 2025Q3: 31,320 shares 31,320 $2.06M 0.54% +1,128 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,811 shares; 2024Q4: 4,465 shares; 2025Q1: 4,814 shares; 2025Q2: 5,374 shares; 2025Q3: 5,894 shares 5,894 $2.04M 0.53% +520 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: 17,093 shares; 2024Q4: 17,723 shares; 2025Q1: 18,622 shares; 2025Q2: 18,171 shares; 2025Q3: 18,448 shares 18,448 $2.03M 0.53% +277 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,186 shares; 2024Q4: 21,630 shares; 2025Q1: 111,121 shares; 2025Q2: 68,723 shares; 2025Q3: 21,047 shares 21,047 $2M 0.52% -47,676 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,929 shares; 2025Q1: 13,562 shares; 2025Q2: 17,951 shares; 2025Q3: 18,754 shares 18,754 $1.96M 0.51% +803 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,082 shares; 2024Q4: 10,444 shares; 2025Q1: 10,828 shares; 2025Q2: 10,628 shares; 2025Q3: 10,092 shares 10,092 $1.95M 0.51% -536 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,725 shares; 2024Q4: 7,924 shares; 2025Q1: 7,951 shares; 2025Q2: 7,414 shares; 2025Q3: 7,107 shares 7,107 $1.92M 0.5% -307 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,871 shares; 2025Q3: 126,202 shares 126,202 $1.89M 0.49% +81,331 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: 32,807 shares; 2024Q4: 40,010 shares; 2025Q1: 42,460 shares; 2025Q2: 43,074 shares; 2025Q3: 42,415 shares 42,415 $1.86M 0.49% -659 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,630 shares; 2024Q4: 55,602 shares; 2025Q1: 56,327 shares; 2025Q2: 56,100 shares; 2025Q3: 54,965 shares 54,965 $1.84M 0.48% -1,135 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,387 shares; 2024Q4: 24,160 shares; 2025Q1: 26,121 shares; 2025Q2: 24,503 shares; 2025Q3: 24,283 shares 24,283 $1.83M 0.48% -220 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: 5,208 shares; 2024Q4: 7,822 shares; 2025Q1: 8,038 shares; 2025Q2: 8,003 shares; 2025Q3: 7,743 shares 7,743 $1.83M 0.48% -260 Timeline INTF 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: 18,186 shares; 2024Q4: 31,164 shares; 2025Q1: 36,082 shares; 2025Q2: 45,591 shares; 2025Q3: 48,929 shares 48,929 $1.76M 0.46% +3,338 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,171 shares; 2024Q4: 109,426 shares; 2025Q1: 124,969 shares; 2025Q2: 133,827 shares; 2025Q3: 136,672 shares 136,672 $1.75M 0.46% +2,845 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: 11,699 shares; 2024Q4: 18,920 shares; 2025Q1: 19,695 shares; 2025Q2: 19,370 shares; 2025Q3: 19,418 shares 19,418 $1.7M 0.44% +48 Timeline TRMK TRUSTMARK CORP More: the full row for TRUSTMARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,626 shares; 2025Q1: 36,626 shares; 2025Q2: 42,626 shares; 2025Q3: 42,540 shares 42,540 $1.68M 0.44% -86 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,155 shares; 2024Q4: 5,802 shares; 2025Q1: 6,178 shares; 2025Q2: 6,341 shares; 2025Q3: 6,840 shares 6,840 $1.68M 0.44% +499 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,606 shares; 2025Q2: 3,896 shares; 2025Q3: 3,880 shares 3,880 $1.64M 0.43% -16 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: 13,533 shares; 2024Q4: 17,014 shares; 2025Q1: 17,676 shares; 2025Q2: 17,325 shares; 2025Q3: 17,011 shares 17,011 $1.62M 0.42% -314 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,037 shares; 2024Q4: 16,150 shares; 2025Q1: 17,501 shares; 2025Q2: 19,055 shares; 2025Q3: 19,171 shares 19,171 $1.6M 0.42% +116 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: 3,789 shares; 2024Q4: 4,858 shares; 2025Q1: 4,822 shares; 2025Q2: 4,800 shares; 2025Q3: 4,687 shares 4,687 $1.6M 0.42% -113 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: 2,079 shares; 2024Q4: 14,015 shares; 2025Q1: 13,406 shares; 2025Q2: 13,320 shares; 2025Q3: 13,701 shares 13,701 $1.54M 0.4% +381 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: 5,405 shares; 2024Q4: 17,396 shares; 2025Q1: 18,171 shares; 2025Q2: 47,373 shares; 2025Q3: 20,950 shares 20,950 $1.54M 0.4% -26,423 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,168 shares; 2024Q4: 5,613 shares; 2025Q1: 5,818 shares; 2025Q2: 5,664 shares; 2025Q3: 5,424 shares 5,424 $1.53M 0.4% -240 Timeline LFEQ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 74,349 shares; 2025Q1: 30,392 shares; 2025Q2: 27,132 shares; 2025Q3: 28,700 shares 28,700 $1.53M 0.4% +1,568 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: not reported; 2024Q4: 15,911 shares; 2025Q1: 14,968 shares; 2025Q2: 14,968 shares; 2025Q3: 14,918 shares 14,918 $1.5M 0.39% -50 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,273 shares; 2025Q1: 24,438 shares; 2025Q2: 24,590 shares; 2025Q3: 24,285 shares 24,285 $1.48M 0.39% -305 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,502 shares; 2024Q4: 5,480 shares; 2025Q1: 5,672 shares; 2025Q2: 5,604 shares; 2025Q3: 5,350 shares 5,350 $1.46M 0.38% -254 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,794 shares; 2024Q4: 10,413 shares; 2025Q1: 10,749 shares; 2025Q2: 10,125 shares; 2025Q3: 10,074 shares 10,074 $1.46M 0.38% -51 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,311 shares; 2024Q4: 8,714 shares; 2025Q1: 8,522 shares; 2025Q2: 7,820 shares; 2025Q3: 7,631 shares 7,631 $1.45M 0.38% -189 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,041 shares; 2024Q4: 6,464 shares; 2025Q1: 6,785 shares; 2025Q2: 6,469 shares; 2025Q3: 6,433 shares 6,433 $1.38M 0.36% -36 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: not reported; 2024Q4: 4,593 shares; 2025Q1: 4,540 shares; 2025Q2: 4,584 shares; 2025Q3: 4,818 shares 4,818 $1.36M 0.35% +234 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,756 shares; 2024Q4: 41,539 shares; 2025Q1: 44,089 shares; 2025Q2: 42,705 shares; 2025Q3: 42,499 shares 42,499 $1.34M 0.35% -206 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: 4,147 shares; 2024Q4: 6,582 shares; 2025Q1: 7,792 shares; 2025Q2: 7,896 shares; 2025Q3: 7,831 shares 7,831 $1.27M 0.33% -65 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,076 shares; 2024Q4: 17,175 shares; 2025Q1: 19,249 shares; 2025Q2: 19,460 shares; 2025Q3: 18,712 shares 18,712 $1.23M 0.32% -748 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,458 shares; 2024Q4: 15,106 shares; 2025Q1: 16,306 shares; 2025Q2: 15,877 shares; 2025Q3: 15,854 shares 15,854 $1.2M 0.31% -23 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,662 shares; 2024Q4: 19,005 shares; 2025Q1: 23,761 shares; 2025Q2: 24,665 shares; 2025Q3: 25,523 shares 25,523 $1.19M 0.31% +858 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,123 shares; 2024Q4: 5,239 shares; 2025Q1: 4,968 shares; 2025Q2: 4,751 shares; 2025Q3: 4,611 shares 4,611 $1.18M 0.31% -140 Timeline IUSG 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: 7,670 shares; 2024Q4: 8,038 shares; 2025Q1: 7,526 shares; 2025Q2: 7,387 shares; 2025Q3: 7,112 shares 7,112 $1.17M 0.31% -275 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,750 shares; 2025Q1: 4,750 shares; 2025Q2: 5,250 shares; 2025Q3: 10,224 shares 10,224 $1.16M 0.3% +4,974 Timeline EFAV 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: 6,470 shares; 2024Q4: 10,492 shares; 2025Q1: 11,868 shares; 2025Q2: 13,031 shares; 2025Q3: 13,595 shares 13,595 $1.15M 0.3% +564 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: not reported; 2024Q4: 10,383 shares; 2025Q1: 8,632 shares; 2025Q2: 6,859 shares; 2025Q3: 5,919 shares 5,919 $1.12M 0.29% -940 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: 2,049 shares; 2024Q4: 2,797 shares; 2025Q1: 2,980 shares; 2025Q2: 2,564 shares; 2025Q3: 2,660 shares 2,660 $1.12M 0.29% +96 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,508 shares; 2025Q1: 11,316 shares; 2025Q2: 11,527 shares; 2025Q3: 11,525 shares 11,525 $1.09M 0.29% -2 Timeline SCHP 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: 18,086 shares; 2024Q4: 37,609 shares; 2025Q1: 39,117 shares; 2025Q2: 40,015 shares; 2025Q3: 39,829 shares 39,829 $1.07M 0.28% -186 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: 101,174 shares; 2024Q4: 322,747 shares; 2025Q1: 323,327 shares; 2025Q2: 34,937 shares; 2025Q3: 38,781 shares 38,781 $1.06M 0.28% +3,844 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: 29,107 shares; 2024Q4: 27,302 shares; 2025Q1: 27,370 shares; 2025Q2: 27,452 shares; 2025Q3: 27,177 shares 27,177 $1.05M 0.27% -275 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: 1,727 shares; 2025Q3: 1,679 shares 1,679 $1.03M 0.27% -48 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: 15,200 shares; 2024Q4: 15,991 shares; 2025Q1: 15,732 shares; 2025Q2: 15,275 shares; 2025Q3: 15,433 shares 15,433 $1.01M 0.26% +158 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: not reported; 2024Q4: 13,952 shares; 2025Q1: 13,907 shares; 2025Q2: 14,908 shares; 2025Q3: 15,210 shares 15,210 $1M 0.26% +302 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: not reported; 2024Q4: 21,305 shares; 2025Q1: 21,360 shares; 2025Q2: 30,467 shares; 2025Q3: 38,073 shares 38,073 $1M 0.26% +7,606 Timeline VOOV 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: not reported; 2024Q4: 3,975 shares; 2025Q1: 4,501 shares; 2025Q2: 4,505 shares; 2025Q3: 4,968 shares 4,968 $991K 0.26% +463 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,867 shares; 2025Q1: 21,718 shares; 2025Q2: 23,718 shares; 2025Q3: 23,502 shares 23,502 $988K 0.26% -216 Timeline RNST RENASANT CORP More: the full row for RENASANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,146 shares; 2025Q1: 18,435 shares; 2025Q2: 18,465 shares; 2025Q3: 26,669 shares 26,669 $984K 0.26% +8,204 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: not reported; 2024Q4: 7,250 shares; 2025Q1: 7,121 shares; 2025Q2: 7,106 shares; 2025Q3: 6,904 shares 6,904 $970K 0.25% -202 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,492 shares; 2024Q4: 1,938 shares; 2025Q1: 2,045 shares; 2025Q2: 2,006 shares; 2025Q3: 1,990 shares 1,990 $968K 0.25% -16 Timeline SYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,234 shares; 2025Q3: 26,558 shares 26,558 $960K 0.25% +19,324 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,406 shares; 2024Q4: 3,955 shares; 2025Q1: 4,085 shares; 2025Q2: 3,939 shares; 2025Q3: 3,990 shares 3,990 $946K 0.25% +51 Timeline ETHW BITWISE ETHEREUM ETF More: the full row for BITWISE ETHEREUM ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,989 shares; 2024Q4: not reported; 2025Q1: 52,618 shares; 2025Q2: 41,660 shares; 2025Q3: 31,216 shares 31,216 $931K 0.24% -10,444 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,553 shares; 2024Q4: 8,337 shares; 2025Q1: 8,280 shares; 2025Q2: 8,003 shares; 2025Q3: 5,985 shares 5,985 $929K 0.24% -2,018 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,183 shares; 2024Q4: 5,943 shares; 2025Q1: 6,676 shares; 2025Q2: 6,423 shares; 2025Q3: 6,482 shares 6,482 $928K 0.24% +59 Timeline BBLU 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: not reported; 2024Q4: 40,213 shares; 2025Q1: 54,713 shares; 2025Q2: 56,036 shares; 2025Q3: 60,251 shares 60,251 $906K 0.24% +4,215 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,930 shares; 2025Q2: 7,721 shares; 2025Q3: 7,192 shares 7,192 $890K 0.23% -529 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,645 shares; 2024Q4: 10,421 shares; 2025Q1: 11,821 shares; 2025Q2: 11,215 shares; 2025Q3: 11,439 shares 11,439 $890K 0.23% +224 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,895 shares; 2024Q4: 3,892 shares; 2025Q1: 4,202 shares; 2025Q2: 4,025 shares; 2025Q3: 3,903 shares 3,903 $889K 0.23% -122 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,486 shares; 2024Q4: 3,203 shares; 2025Q1: 3,581 shares; 2025Q2: 3,547 shares; 2025Q3: 3,588 shares 3,588 $888K 0.23% +41 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,847 shares; 2025Q1: 1,890 shares; 2025Q2: 1,874 shares; 2025Q3: 1,892 shares 1,892 $886K 0.23% +18 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,551 shares; 2024Q4: 3,331 shares; 2025Q1: 3,891 shares; 2025Q2: 4,216 shares; 2025Q3: 4,343 shares 4,343 $825K 0.22% +127 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: 7,988 shares; 2024Q4: 11,347 shares; 2025Q1: 12,733 shares; 2025Q2: 12,054 shares; 2025Q3: 12,142 shares 12,142 $817K 0.21% +88 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: not reported; 2024Q4: 1,187 shares; 2025Q1: 1,198 shares; 2025Q2: 1,199 shares; 2025Q3: 1,210 shares 1,210 $806K 0.21% +11 Timeline PRFD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,473 shares; 2024Q4: 24,387 shares; 2025Q1: 25,430 shares; 2025Q2: 20,675 shares; 2025Q3: 15,264 shares 15,264 $791K 0.21% -5,411 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 694 shares; 2025Q1: 674 shares; 2025Q2: 649 shares; 2025Q3: 649 shares 649 $778K 0.2% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,476 shares; 2025Q1: 3,393 shares; 2025Q2: 3,693 shares; 2025Q3: 3,692 shares 3,692 $771K 0.2% -1 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: 4,172 shares; 2025Q1: 3,894 shares; 2025Q2: 3,894 shares; 2025Q3: 3,868 shares 3,868 $767K 0.2% -26 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,655 shares; 2025Q1: 3,732 shares; 2025Q2: 3,732 shares; 2025Q3: 3,702 shares 3,702 $754K 0.2% -30 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,186 shares; 2024Q4: 15,796 shares; 2025Q1: 17,339 shares; 2025Q2: 16,670 shares; 2025Q3: 19,171 shares 19,171 $751K 0.2% +2,501 Timeline DBEF 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: 6,184 shares; 2024Q4: 12,592 shares; 2025Q1: 14,941 shares; 2025Q2: 15,190 shares; 2025Q3: 16,184 shares 16,184 $751K 0.2% +994 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: not reported; 2024Q4: 14,416 shares; 2025Q1: 14,383 shares; 2025Q2: 14,414 shares; 2025Q3: 14,421 shares 14,421 $744K 0.19% +7 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,225 shares; 2024Q4: 8,209 shares; 2025Q1: 8,409 shares; 2025Q2: 8,284 shares; 2025Q3: 8,284 shares 8,284 $744K 0.19% 0 Timeline OAKM HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,967 shares; 2025Q2: 25,565 shares; 2025Q3: 27,488 shares 27,488 $736K 0.19% +1,923 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,173 shares; 2025Q1: 23,619 shares; 2025Q2: 25,729 shares; 2025Q3: 25,157 shares 25,157 $710K 0.19% -572 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: not reported; 2024Q4: 2,491 shares; 2025Q1: 2,401 shares; 2025Q2: 2,546 shares; 2025Q3: 2,475 shares 2,475 $691K 0.18% -71 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 253,616 shares; 2025Q2: 46,651 shares; 2025Q3: 6,605 shares 6,605 $665K 0.17% -40,046 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: 4,664 shares; 2025Q3: 9,919 shares 9,919 $645K 0.17% +5,255 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,580 shares; 2024Q4: 5,594 shares; 2025Q1: 4,577 shares; 2025Q2: 4,439 shares; 2025Q3: 4,950 shares 4,950 $638K 0.17% +511 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,032 shares; 2025Q1: 7,832 shares; 2025Q2: 7,824 shares; 2025Q3: 7,824 shares 7,824 $598K 0.16% 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: not reported; 2024Q4: 31,288 shares; 2025Q1: 31,969 shares; 2025Q2: 33,487 shares; 2025Q3: 34,350 shares 34,350 $589K 0.15% +863 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: 9,944 shares; 2024Q4: 9,886 shares; 2025Q1: 9,916 shares; 2025Q2: 9,961 shares; 2025Q3: 10,008 shares 10,008 $583K 0.15% +47 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,379 shares; 2025Q1: 1,505 shares; 2025Q2: 1,615 shares; 2025Q3: 1,644 shares 1,644 $577K 0.15% +29 Timeline DFIC 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: 16,447 shares; 2024Q4: 16,582 shares; 2025Q1: 16,632 shares; 2025Q2: 16,859 shares; 2025Q3: 16,929 shares 16,929 $555K 0.14% +70 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: not reported; 2024Q4: 5,298 shares; 2025Q1: 5,022 shares; 2025Q2: 5,032 shares; 2025Q3: 4,729 shares 4,729 $541K 0.14% -303 Timeline COPX 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: 8,009 shares; 2024Q4: 8,134 shares; 2025Q1: 8,616 shares; 2025Q2: 8,477 shares; 2025Q3: 8,916 shares 8,916 $533K 0.14% +439 Timeline MRCC MONROE CAP CORP More: the full row for MONROE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,639 shares; 2024Q4: 124,237 shares; 2025Q1: 122,882 shares; 2025Q2: 131,135 shares; 2025Q3: 75,858 shares 75,858 $533K 0.14% -55,277 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: not reported; 2024Q4: 10,273 shares; 2025Q1: 9,728 shares; 2025Q2: 9,780 shares; 2025Q3: 7,996 shares 7,996 $530K 0.14% -1,784 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,022 shares; 2025Q1: 12,875 shares; 2025Q2: 9,397 shares; 2025Q3: 8,948 shares 8,948 $514K 0.13% -449 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: 830 shares; 2024Q4: 939 shares; 2025Q1: 889 shares; 2025Q2: 949 shares; 2025Q3: 1,067 shares 1,067 $509K 0.13% +118 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: not reported; 2024Q4: 571 shares; 2025Q1: 541 shares; 2025Q2: 536 shares; 2025Q3: 546 shares 546 $505K 0.13% +10 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 836 shares; 2025Q1: 902 shares; 2025Q2: 1,017 shares; 2025Q3: 1,024 shares 1,024 $505K 0.13% +7 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: not reported; 2024Q4: 5,739 shares; 2025Q1: 5,870 shares; 2025Q2: 5,573 shares; 2025Q3: 5,320 shares 5,320 $503K 0.13% -253 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,237 shares; 2025Q1: 3,230 shares; 2025Q2: 3,230 shares; 2025Q3: 3,229 shares 3,229 $491K 0.13% -1 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: 5,121 shares; 2024Q4: 6,439 shares; 2025Q1: 5,972 shares; 2025Q2: 6,119 shares; 2025Q3: 5,436 shares 5,436 $486K 0.13% -683 Timeline EEMV 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: 5,273 shares; 2025Q1: 6,137 shares; 2025Q2: 6,963 shares; 2025Q3: 7,601 shares 7,601 $485K 0.13% +638 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: not reported; 2024Q4: 2,210 shares; 2025Q1: 2,285 shares; 2025Q2: 2,210 shares; 2025Q3: 2,210 shares 2,210 $477K 0.12% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,745 shares; 2025Q1: 2,545 shares; 2025Q2: 2,511 shares; 2025Q3: 3,298 shares 3,298 $454K 0.12% +787 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,267 shares; 2025Q1: 1,992 shares; 2025Q2: 1,890 shares; 2025Q3: 1,816 shares 1,816 $448K 0.12% -74 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: 2,218 shares; 2024Q4: 2,781 shares; 2025Q1: 2,702 shares; 2025Q2: 2,670 shares; 2025Q3: 1,588 shares 1,588 $448K 0.12% -1,082 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: 681 shares; 2024Q4: 453 shares; 2025Q1: 478 shares; 2025Q2: 503 shares; 2025Q3: 559 shares 559 $445K 0.12% +56 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,074 shares; 2025Q1: 18,728 shares; 2025Q2: 18,728 shares; 2025Q3: 18,728 shares 18,728 $433K 0.11% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,361 shares; 2025Q1: 3,402 shares; 2025Q2: 2,841 shares; 2025Q3: 5,128 shares 5,128 $431K 0.11% +2,287 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: 12,215 shares; 2024Q4: 18,353 shares; 2025Q1: 19,315 shares; 2025Q2: 5,592 shares; 2025Q3: 5,009 shares 5,009 $420K 0.11% -583 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: not reported; 2024Q4: 2,923 shares; 2025Q1: 3,030 shares; 2025Q2: 3,111 shares; 2025Q3: 3,128 shares 3,128 $419K 0.11% +17 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: not reported; 2024Q4: 13,453 shares; 2025Q1: 14,322 shares; 2025Q2: 13,549 shares; 2025Q3: 13,053 shares 13,053 $413K 0.11% -496 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: not reported; 2024Q4: 959 shares; 2025Q1: 940 shares; 2025Q2: 929 shares; 2025Q3: 894 shares 894 $409K 0.11% -35 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: not reported; 2024Q4: not reported; 2025Q1: 1,067 shares; 2025Q2: 1,234 shares; 2025Q3: 1,356 shares 1,356 $408K 0.11% +122 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,236 shares 1,236 $403K 0.11% new Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,056 shares; 2025Q1: 2,000 shares; 2025Q2: 1,875 shares; 2025Q3: 1,633 shares 1,633 $402K 0.1% -242 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: 3,548 shares; 2024Q4: 15,306 shares; 2025Q1: 15,143 shares; 2025Q2: 16,381 shares; 2025Q3: 15,596 shares 15,596 $401K 0.1% -785 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: 5,786 shares; 2024Q4: 7,210 shares; 2025Q1: 8,085 shares; 2025Q2: 7,122 shares; 2025Q3: 8,045 shares 8,045 $393K 0.1% +923 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: not reported; 2024Q4: 1,693 shares; 2025Q1: 1,629 shares; 2025Q2: 1,579 shares; 2025Q3: 1,554 shares 1,554 $391K 0.1% -25 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: not reported; 2024Q4: 2,232 shares; 2025Q1: 2,230 shares; 2025Q2: 1,880 shares; 2025Q3: 1,805 shares 1,805 $390K 0.1% -75 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: 640 shares; 2025Q1: 504 shares; 2025Q2: 505 shares; 2025Q3: 505 shares 505 $383K 0.1% 0 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,738 shares; 2025Q2: 10,738 shares; 2025Q3: 10,927 shares 10,927 $379K 0.1% +189 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: not reported; 2024Q4: 4,109 shares; 2025Q1: 4,372 shares; 2025Q2: 4,239 shares; 2025Q3: 4,658 shares 4,658 $373K 0.1% +419 Timeline URA 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: 8,255 shares; 2025Q3: 7,830 shares 7,830 $373K 0.1% -425 Timeline CRGY CRESCENT ENERGY COMPANY More: the full row for CRESCENT ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,629 shares; 2025Q1: 42,629 shares; 2025Q2: 43,435 shares; 2025Q3: 41,814 shares 41,814 $373K 0.1% -1,621 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: 10,598 shares; 2024Q4: 11,885 shares; 2025Q1: 10,084 shares; 2025Q2: 10,761 shares; 2025Q3: 2,022 shares 2,022 $369K 0.1% -8,739 Timeline ACWV 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: 1,922 shares; 2025Q1: not reported; 2025Q2: 1,903 shares; 2025Q3: 3,019 shares 3,019 $362K 0.09% +1,116 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,552 shares; 2025Q1: 2,517 shares; 2025Q2: 3,071 shares; 2025Q3: 2,889 shares 2,889 $357K 0.09% -182 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,836 shares; 2025Q3: 2,938 shares 2,938 $356K 0.09% +1,102 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: 472 shares; 2025Q1: 472 shares; 2025Q2: 472 shares; 2025Q3: 472 shares 472 $352K 0.09% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,882 shares; 2024Q4: 2,828 shares; 2025Q1: 2,828 shares; 2025Q2: 2,647 shares; 2025Q3: 2,517 shares 2,517 $350K 0.09% -130 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: not reported; 2024Q4: 3,257 shares; 2025Q1: 3,034 shares; 2025Q2: 3,067 shares; 2025Q3: 3,096 shares 3,096 $344K 0.09% +29 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,764 shares; 2025Q1: 3,568 shares; 2025Q2: 4,089 shares; 2025Q3: 4,036 shares 4,036 $338K 0.09% -53 Timeline SIL 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: 4,701 shares; 2025Q3: 4,706 shares 4,706 $337K 0.09% +5 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,082 shares 7,082 $337K 0.09% new Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,135 shares 4,135 $324K 0.08% new Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,820 shares; 2024Q4: 37,312 shares; 2025Q1: 41,203 shares; 2025Q2: 48,891 shares; 2025Q3: 23,614 shares 23,614 $323K 0.08% -25,277 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: not reported; 2024Q4: 2,735 shares; 2025Q1: 2,656 shares; 2025Q2: 1,845 shares; 2025Q3: 1,906 shares 1,906 $319K 0.08% +61 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,055 shares; 2025Q1: 11,865 shares; 2025Q2: 11,868 shares; 2025Q3: 11,867 shares 11,867 $312K 0.08% -1 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,409 shares 11,409 $306K 0.08% new 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: 5,009 shares; 2024Q4: 1,869 shares; 2025Q1: 1,953 shares; 2025Q2: 1,861 shares; 2025Q3: 1,801 shares 1,801 $303K 0.08% -60 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,285 shares; 2025Q1: 2,412 shares; 2025Q2: 2,412 shares; 2025Q3: 2,477 shares 2,477 $298K 0.08% +65 Timeline QTOP 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: 9,566 shares; 2025Q3: 9,566 shares 9,566 $297K 0.08% 0 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: 6,610 shares; 2025Q1: 6,025 shares; 2025Q2: 4,753 shares; 2025Q3: 4,344 shares 4,344 $297K 0.08% -409 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: 1,860 shares; 2025Q3: 1,771 shares 1,771 $296K 0.08% -89 Timeline HDV 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: 3,487 shares; 2024Q4: 5,406 shares; 2025Q1: 2,882 shares; 2025Q2: 2,258 shares; 2025Q3: 2,420 shares 2,420 $296K 0.08% +162 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: 1,368 shares; 2024Q4: 1,441 shares; 2025Q1: 1,413 shares; 2025Q2: 1,423 shares; 2025Q3: 1,407 shares 1,407 $296K 0.08% -16 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: 69 shares; 2025Q1: 69 shares; 2025Q2: 69 shares; 2025Q3: 69 shares 69 $296K 0.08% 0 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,986 shares; 2024Q4: 31,341 shares; 2025Q1: 32,242 shares; 2025Q2: 35,324 shares; 2025Q3: 19,552 shares 19,552 $292K 0.08% -15,772 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,525 shares; 2025Q1: not reported; 2025Q2: 1,525 shares; 2025Q3: 1,525 shares 1,525 $273K 0.07% 0 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,966 shares; 2025Q1: 12,966 shares; 2025Q2: 12,966 shares; 2025Q3: 12,966 shares 12,966 $272K 0.07% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,472 shares; 2025Q1: 2,473 shares; 2025Q2: 2,483 shares; 2025Q3: 2,432 shares 2,432 $272K 0.07% -51 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,779 shares 2,779 $268K 0.07% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,446 shares; 2024Q4: 20,421 shares; 2025Q1: 10,769 shares; 2025Q2: 11,017 shares; 2025Q3: 10,283 shares 10,283 $262K 0.07% -734 Timeline FESM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,683 shares 6,683 $244K 0.06% new Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,221 shares; 2025Q1: 2,221 shares; 2025Q2: 2,221 shares; 2025Q3: 2,558 shares 2,558 $243K 0.06% +337 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: not reported; 2024Q4: 8,488 shares; 2025Q1: 8,432 shares; 2025Q2: 8,494 shares; 2025Q3: 8,508 shares 8,508 $241K 0.06% +14 Timeline C CITIGROUP INC More: the full row for CITIGROUP 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: 2,359 shares 2,359 $239K 0.06% new 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: 9,921 shares; 2024Q4: 13,552 shares; 2025Q1: 13,168 shares; 2025Q2: 11,968 shares; 2025Q3: 3,171 shares 3,171 $231K 0.06% -8,797 Timeline XYL XYLEM INC More: the full row for XYLEM 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: 1,558 shares; 2025Q3: 1,558 shares 1,558 $230K 0.06% 0 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: 1,172 shares 1,172 $230K 0.06% new Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,578 shares 2,578 $227K 0.06% new 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: 751 shares; 2024Q4: 752 shares; 2025Q1: not reported; 2025Q2: 668 shares; 2025Q3: 682 shares 682 $227K 0.06% +14 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,455 shares; 2025Q3: 4,398 shares 4,398 $222K 0.06% -57 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,804 shares; 2025Q1: not reported; 2025Q2: 823 shares; 2025Q3: 657 shares 657 $222K 0.06% -166 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,674 shares; 2025Q2: 1,655 shares; 2025Q3: 1,655 shares 1,655 $221K 0.06% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,861 shares; 2025Q1: 8,893 shares; 2025Q2: 9,191 shares; 2025Q3: 8,789 shares 8,789 $218K 0.06% -402 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: 2,059 shares; 2024Q4: 2,158 shares; 2025Q1: 1,608 shares; 2025Q2: 1,611 shares; 2025Q3: 1,355 shares 1,355 $208K 0.05% -256 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246 shares; 2024Q4: 216 shares; 2025Q1: 216 shares; 2025Q2: 221 shares; 2025Q3: 221 shares 221 $206K 0.05% 0 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,437 shares 1,437 $206K 0.05% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 825 shares; 2025Q1: 709 shares; 2025Q2: 733 shares; 2025Q3: 676 shares 676 $205K 0.05% -57 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: 4,820 shares 4,820 $204K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 571 shares 571 $203K 0.05% new Timeline RNGR RANGER ENERGY SVCS INC More: the full row for RANGER ENERGY SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,273 shares; 2024Q4: 13,273 shares; 2025Q1: 13,273 shares; 2025Q2: 13,273 shares; 2025Q3: 13,273 shares 13,273 $186K 0.05% 0 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE 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: 12,254 shares 12,254 $151K 0.04% new Timeline PROP PRAIRIE OPER CO More: the full row for PRAIRIE OPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,500 shares; 2025Q1: 37,180 shares; 2025Q2: 50,130 shares; 2025Q3: 71,455 shares 71,455 $142K 0.04% +21,325 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,100 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares 10,000 $131K 0.03% 0 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,446 shares; 2025Q1: 10,446 shares; 2025Q2: 10,446 shares; 2025Q3: 10,446 shares 10,446 $128K 0.03% 0 Timeline PGEN PRECIGEN INC More: the full row for PRECIGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,069 shares; 2025Q1: 35,325 shares; 2025Q2: 35,325 shares; 2025Q3: 36,395 shares 36,395 $120K 0.03% +1,070 Timeline GT GOODYEAR TIRE & RUBR CO More: the full row for GOODYEAR TIRE & RUBR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,200 shares; 2025Q1: 10,200 shares; 2025Q2: 10,200 shares; 2025Q3: 10,200 shares 10,200 $76.3K 0.02% 0 Timeline DMAC DIAMEDICA THERAPEUTICS INC More: the full row for DIAMEDICA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,160 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares 10,000 $68.7K 0.02% 0 Timeline NAT NORDIC AMERICAN TANKERS LIMI More: the full row for NORDIC AMERICAN TANKERS LIMI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,296 shares; 2025Q1: 13,317 shares; 2025Q2: 13,333 shares; 2025Q3: 11,380 shares 11,380 $35.7K 0.01% -1,953 Timeline