SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,734 shares; 2024Q4: 525,276 shares; 2025Q1: 537,697 shares; 2025Q2: 608,670 shares; 2025Q3: 666,085 shares 666,085 $67.1M 5.6% +57,415 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 347,579 shares; 2024Q4: 454,685 shares; 2025Q1: 541,721 shares; 2025Q2: 611,808 shares; 2025Q3: 661,469 shares 661,469 $36.6M 3.06% +49,661 Timeline IWY 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: 75,004 shares; 2024Q4: 97,283 shares; 2025Q1: 114,869 shares; 2025Q2: 122,248 shares; 2025Q3: 127,249 shares 127,249 $34.8M 2.91% +5,001 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: 152,821 shares; 2024Q4: 208,367 shares; 2025Q1: 286,569 shares; 2025Q2: 331,880 shares; 2025Q3: 430,160 shares 430,160 $33.7M 2.81% +98,280 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: 102,145 shares; 2024Q4: 111,599 shares; 2025Q1: 114,121 shares; 2025Q2: 117,286 shares; 2025Q3: 118,714 shares 118,714 $30.2M 2.52% +1,428 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: 39,694 shares; 2024Q4: 42,472 shares; 2025Q1: 48,533 shares; 2025Q2: 48,627 shares; 2025Q3: 51,132 shares 51,132 $26.5M 2.21% +2,505 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 459,213 shares; 2024Q4: 686,681 shares; 2025Q1: 969,919 shares; 2025Q2: 1,116,372 shares; 2025Q3: 1,276,992 shares 1,276,992 $25M 2.09% +160,620 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 412,181 shares; 2024Q4: 666,521 shares; 2025Q1: 938,764 shares; 2025Q2: 1,085,086 shares; 2025Q3: 1,241,866 shares 1,241,866 $24.5M 2.04% +156,780 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 438,013 shares; 2024Q4: 656,259 shares; 2025Q1: 917,475 shares; 2025Q2: 1,037,356 shares; 2025Q3: 1,160,062 shares 1,160,062 $24M 2% +122,706 BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 387,957 shares; 2024Q4: 599,401 shares; 2025Q1: 848,590 shares; 2025Q2: 995,005 shares; 2025Q3: 1,135,738 shares 1,135,738 $23.4M 1.95% +140,733 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 459,318 shares; 2024Q4: 677,785 shares; 2025Q1: 949,875 shares; 2025Q2: 1,092,507 shares; 2025Q3: 1,226,776 shares 1,226,776 $23.1M 1.93% +134,269 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: 57,542 shares; 2024Q4: 56,401 shares; 2025Q1: 51,452 shares; 2025Q2: 48,030 shares; 2025Q3: 45,834 shares 45,834 $22M 1.84% -2,196 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 448,054 shares; 2024Q4: 669,352 shares; 2025Q1: 968,947 shares; 2025Q2: 1,123,513 shares; 2025Q3: 1,285,809 shares 1,285,809 $21.7M 1.81% +162,296 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: 96,837 shares; 2024Q4: 107,152 shares; 2025Q1: 109,224 shares; 2025Q2: 111,979 shares; 2025Q3: 113,906 shares 113,906 $21.3M 1.77% +1,927 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,862 shares; 2024Q4: 450,836 shares; 2025Q1: 861,146 shares; 2025Q2: 1,037,074 shares; 2025Q3: 1,257,278 shares 1,257,278 $21M 1.75% +220,204 Timeline JPEF 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: 94,974 shares; 2024Q4: 145,558 shares; 2025Q1: 207,484 shares; 2025Q2: 227,618 shares; 2025Q3: 223,779 shares 223,779 $16.6M 1.38% -3,839 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: 22,289 shares; 2024Q4: 27,508 shares; 2025Q1: 27,022 shares; 2025Q2: 22,771 shares; 2025Q3: 22,632 shares 22,632 $15.1M 1.26% -139 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: 212,311 shares; 2024Q4: 322,342 shares; 2025Q1: 334,935 shares; 2025Q2: 288,909 shares; 2025Q3: 222,217 shares 222,217 $12.8M 1.07% -66,692 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,598 shares; 2024Q4: 95,676 shares; 2025Q1: 126,198 shares; 2025Q2: 203,228 shares; 2025Q3: 292,287 shares 292,287 $12.5M 1.04% +89,059 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: 26,242 shares; 2024Q4: 45,375 shares; 2025Q1: 47,495 shares; 2025Q2: 35,594 shares; 2025Q3: 45,745 shares 45,745 $11.1M 0.93% +10,151 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: 60,516 shares; 2024Q4: 60,098 shares; 2025Q1: 60,808 shares; 2025Q2: 61,498 shares; 2025Q3: 59,880 shares 59,880 $11.1M 0.93% -1,618 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: 105,859 shares; 2024Q4: 106,524 shares; 2025Q1: 107,198 shares; 2025Q2: 111,733 shares; 2025Q3: 108,061 shares 108,061 $10.3M 0.86% -3,672 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: 138,534 shares; 2024Q4: 418,321 shares; 2025Q1: 411,454 shares; 2025Q2: 388,491 shares; 2025Q3: 366,798 shares 366,798 $10M 0.84% -21,693 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: 57,412 shares; 2024Q4: 59,502 shares; 2025Q1: 58,392 shares; 2025Q2: 43,011 shares; 2025Q3: 44,827 shares 44,827 $9.84M 0.82% +1,816 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: 23,562 shares; 2024Q4: 24,430 shares; 2025Q1: 18,049 shares; 2025Q2: 18,912 shares; 2025Q3: 18,787 shares 18,787 $9.44M 0.79% -125 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: 21,952 shares; 2024Q4: 24,923 shares; 2025Q1: 24,929 shares; 2025Q2: 25,718 shares; 2025Q3: 25,919 shares 25,919 $9.21M 0.77% +201 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: 168,227 shares; 2024Q4: 185,261 shares; 2025Q1: 193,116 shares; 2025Q2: 186,963 shares; 2025Q3: 167,501 shares 167,501 $9.17M 0.77% -19,462 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,989 shares; 2024Q4: 76,374 shares; 2025Q1: 76,856 shares; 2025Q2: 76,587 shares; 2025Q3: 79,442 shares 79,442 $8.79M 0.73% +2,855 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: 33,784 shares; 2024Q4: 68,903 shares; 2025Q1: 73,708 shares; 2025Q2: 70,551 shares; 2025Q3: 82,268 shares 82,268 $8.6M 0.72% +11,717 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,604 shares; 2025Q1: 63,298 shares; 2025Q2: 82,111 shares; 2025Q3: 85,517 shares 85,517 $8.51M 0.71% +3,406 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,535 shares; 2024Q4: 61,769 shares; 2025Q1: 60,852 shares; 2025Q2: 61,117 shares; 2025Q3: 60,010 shares 60,010 $8.4M 0.7% -1,107 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: 7,990 shares; 2024Q4: 11,050 shares; 2025Q1: 13,551 shares; 2025Q2: 24,797 shares; 2025Q3: 24,549 shares 24,549 $8.06M 0.67% -248 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: 70,398 shares; 2024Q4: 64,785 shares; 2025Q1: 46,163 shares; 2025Q2: 35,866 shares; 2025Q3: 23,839 shares 23,839 $7.93M 0.66% -12,027 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: 61,493 shares; 2024Q4: 61,125 shares; 2025Q1: 56,120 shares; 2025Q2: 54,727 shares; 2025Q3: 53,667 shares 53,667 $7.82M 0.65% -1,060 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: 5,803 shares; 2024Q4: 6,900 shares; 2025Q1: 6,779 shares; 2025Q2: 9,563 shares; 2025Q3: 9,642 shares 9,642 $7.08M 0.59% +79 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,976 shares; 2024Q4: 15,723 shares; 2025Q1: 29,224 shares; 2025Q2: 102,675 shares; 2025Q3: 107,769 shares 107,769 $7M 0.58% +5,094 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,918 shares; 2024Q4: 18,016 shares; 2025Q1: 17,893 shares; 2025Q2: 19,594 shares; 2025Q3: 20,003 shares 20,003 $6.31M 0.53% +409 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: 76,947 shares; 2024Q4: 78,108 shares; 2025Q1: 71,719 shares; 2025Q2: 69,519 shares; 2025Q3: 69,420 shares 69,420 $6.23M 0.52% -99 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,130 shares; 2024Q4: 143,125 shares; 2025Q1: 125,813 shares; 2025Q2: 102,480 shares; 2025Q3: 85,293 shares 85,293 $5.86M 0.49% -17,187 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: 8,086 shares; 2024Q4: 8,520 shares; 2025Q1: 8,464 shares; 2025Q2: 7,923 shares; 2025Q3: 9,559 shares 9,559 $5.74M 0.48% +1,636 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,922 shares; 2024Q4: 33,850 shares; 2025Q1: 59,102 shares; 2025Q2: 91,557 shares; 2025Q3: 124,818 shares 124,818 $5.7M 0.48% +33,261 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,481 shares; 2024Q4: 152,393 shares; 2025Q1: 155,439 shares; 2025Q2: 152,477 shares; 2025Q3: 152,886 shares 152,886 $5.63M 0.47% +409 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: 15,076 shares; 2024Q4: 15,411 shares; 2025Q1: 15,551 shares; 2025Q2: 16,121 shares; 2025Q3: 17,036 shares 17,036 $5.62M 0.47% +915 Timeline SLYG 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: 42,270 shares; 2024Q4: 38,005 shares; 2025Q1: 42,801 shares; 2025Q2: 47,397 shares; 2025Q3: 57,307 shares 57,307 $5.4M 0.45% +9,910 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: 12,779 shares; 2024Q4: 11,945 shares; 2025Q1: 12,006 shares; 2025Q2: 11,356 shares; 2025Q3: 11,855 shares 11,855 $5.27M 0.44% +499 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: not reported; 2024Q4: 14,035 shares; 2025Q1: 26,289 shares; 2025Q2: 65,539 shares; 2025Q3: 108,407 shares 108,407 $5.07M 0.42% +42,868 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: 166,940 shares; 2024Q4: 180,874 shares; 2025Q1: 195,446 shares; 2025Q2: 201,229 shares; 2025Q3: 197,873 shares 197,873 $4.98M 0.42% -3,356 MDYV 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: 13,472 shares; 2024Q4: 21,520 shares; 2025Q1: 36,095 shares; 2025Q2: 43,449 shares; 2025Q3: 58,913 shares 58,913 $4.91M 0.41% +15,464 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,368 shares; 2024Q4: 56,551 shares; 2025Q1: 50,821 shares; 2025Q2: 53,691 shares; 2025Q3: 53,008 shares 53,008 $4.86M 0.41% -683 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: 37,823 shares; 2024Q4: 41,758 shares; 2025Q1: 43,140 shares; 2025Q2: 43,286 shares; 2025Q3: 43,115 shares 43,115 $4.86M 0.41% -171 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: 37,493 shares; 2024Q4: 38,944 shares; 2025Q1: 38,830 shares; 2025Q2: 38,049 shares; 2025Q3: 38,597 shares 38,597 $4.78M 0.4% +548 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,979 shares; 2024Q4: 16,872 shares; 2025Q1: 16,755 shares; 2025Q2: 16,188 shares; 2025Q3: 15,760 shares 15,760 $4.63M 0.39% -428 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: 169,630 shares; 2024Q4: 179,035 shares; 2025Q1: 183,117 shares; 2025Q2: 183,533 shares; 2025Q3: 179,777 shares 179,777 $4.59M 0.38% -3,756 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,274 shares; 2024Q4: 13,116 shares; 2025Q1: 23,157 shares; 2025Q2: 33,929 shares; 2025Q3: 49,372 shares 49,372 $4.52M 0.38% +15,443 Timeline PTNQ 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: 62,327 shares; 2024Q4: 65,411 shares; 2025Q1: 67,375 shares; 2025Q2: 64,772 shares; 2025Q3: 57,916 shares 57,916 $4.49M 0.37% -6,856 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: 18,792 shares; 2024Q4: 22,300 shares; 2025Q1: 22,832 shares; 2025Q2: 22,941 shares; 2025Q3: 28,632 shares 28,632 $4.45M 0.37% +5,691 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: 94,886 shares; 2024Q4: 109,734 shares; 2025Q1: 155,231 shares; 2025Q2: 166,410 shares; 2025Q3: 179,253 shares 179,253 $4.36M 0.36% +12,843 Timeline SLYV 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: 7,669 shares; 2024Q4: 12,375 shares; 2025Q1: 28,492 shares; 2025Q2: 37,078 shares; 2025Q3: 47,940 shares 47,940 $4.25M 0.35% +10,862 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,455 shares; 2024Q4: 43,494 shares; 2025Q1: 48,475 shares; 2025Q2: 50,388 shares; 2025Q3: 54,637 shares 54,637 $4.18M 0.35% +4,249 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: 11,796 shares; 2024Q4: 13,336 shares; 2025Q1: 14,049 shares; 2025Q2: 21,969 shares; 2025Q3: 24,004 shares 24,004 $4.02M 0.34% +2,035 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: 14,494 shares; 2024Q4: 17,080 shares; 2025Q1: 16,814 shares; 2025Q2: 17,086 shares; 2025Q3: 17,272 shares 17,272 $4M 0.33% +186 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: 11,977 shares; 2024Q4: 13,074 shares; 2025Q1: 12,676 shares; 2025Q2: 13,474 shares; 2025Q3: 13,819 shares 13,819 $3.9M 0.33% +345 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: 14,173 shares; 2024Q4: 17,795 shares; 2025Q1: 18,021 shares; 2025Q2: 18,167 shares; 2025Q3: 16,001 shares 16,001 $3.9M 0.33% -2,166 Timeline JPLD 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: 90,455 shares; 2024Q4: 77,870 shares; 2025Q1: 67,870 shares; 2025Q2: 69,728 shares; 2025Q3: 73,474 shares 73,474 $3.86M 0.32% +3,746 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: 1,693 shares; 2024Q4: 2,537 shares; 2025Q1: 2,843 shares; 2025Q2: 6,637 shares; 2025Q3: 6,646 shares 6,646 $3.78M 0.32% +9 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,049 shares; 2025Q2: 42,562 shares; 2025Q3: 44,501 shares 44,501 $3.71M 0.31% +1,939 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: 120,918 shares; 2024Q4: 123,727 shares; 2025Q1: 123,855 shares; 2025Q2: 118,991 shares; 2025Q3: 117,554 shares 117,554 $3.68M 0.31% -1,437 Timeline FLRN 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: 115,245 shares; 2024Q4: 116,132 shares; 2025Q1: 120,206 shares; 2025Q2: 117,754 shares; 2025Q3: 118,650 shares 118,650 $3.66M 0.31% +896 Timeline BXMX NUVEEN S&P 500 BUY-WRITE INCOM More: the full row for NUVEEN S&P 500 BUY-WRITE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 265,799 shares; 2024Q4: 265,524 shares; 2025Q1: 263,712 shares; 2025Q2: 257,967 shares; 2025Q3: 251,254 shares 251,254 $3.63M 0.3% -6,713 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: 17,863 shares; 2024Q4: 18,640 shares; 2025Q1: 18,781 shares; 2025Q2: 18,907 shares; 2025Q3: 19,428 shares 19,428 $3.62M 0.3% +521 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: 3,243 shares; 2024Q4: 3,443 shares; 2025Q1: 3,513 shares; 2025Q2: 3,833 shares; 2025Q3: 14,413 shares 14,413 $3.62M 0.3% +10,580 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: 53,104 shares; 2024Q4: 53,884 shares; 2025Q1: 54,558 shares; 2025Q2: 53,857 shares; 2025Q3: 54,077 shares 54,077 $3.57M 0.3% +220 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,599 shares; 2024Q4: 7,037 shares; 2025Q1: 7,059 shares; 2025Q2: 8,592 shares; 2025Q3: 8,716 shares 8,716 $3.53M 0.29% +124 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: 98,015 shares; 2024Q4: 114,996 shares; 2025Q1: 131,404 shares; 2025Q2: 139,881 shares; 2025Q3: 143,652 shares 143,652 $3.5M 0.29% +3,771 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: 6,920 shares; 2024Q4: 9,444 shares; 2025Q1: 9,662 shares; 2025Q2: 9,395 shares; 2025Q3: 10,218 shares 10,218 $3.33M 0.28% +823 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD 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: 19,521 shares; 2025Q2: 19,080 shares; 2025Q3: 18,641 shares 18,641 $3.33M 0.28% -439 Timeline RWJ 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: 75,396 shares; 2024Q4: 80,712 shares; 2025Q1: 79,603 shares; 2025Q2: 76,246 shares; 2025Q3: 68,435 shares 68,435 $3.31M 0.28% -7,811 Timeline XSVM 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: 136,169 shares; 2024Q4: 99,875 shares; 2025Q1: 73,989 shares; 2025Q2: 61,918 shares; 2025Q3: 58,426 shares 58,426 $3.3M 0.28% -3,492 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: 3,237 shares; 2024Q4: 4,132 shares; 2025Q1: 4,123 shares; 2025Q2: 4,142 shares; 2025Q3: 4,185 shares 4,185 $3.19M 0.27% +43 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,230 shares; 2024Q4: 25,226 shares; 2025Q1: 25,244 shares; 2025Q2: 24,492 shares; 2025Q3: 24,542 shares 24,542 $3.19M 0.27% +50 Timeline BSMU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,169 shares; 2024Q4: 58,467 shares; 2025Q1: 90,109 shares; 2025Q2: 131,932 shares; 2025Q3: 144,286 shares 144,286 $3.16M 0.26% +12,354 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: 41,105 shares; 2025Q2: 39,633 shares; 2025Q3: 39,276 shares 39,276 $3.15M 0.26% -357 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,506 shares; 2024Q4: 60,302 shares; 2025Q1: 89,550 shares; 2025Q2: 129,978 shares; 2025Q3: 132,972 shares 132,972 $3.14M 0.26% +2,994 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,596 shares; 2024Q4: 61,575 shares; 2025Q1: 92,581 shares; 2025Q2: 125,103 shares; 2025Q3: 131,453 shares 131,453 $3.08M 0.26% +6,350 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,269 shares; 2024Q4: 50,038 shares; 2025Q1: 53,553 shares; 2025Q2: 64,297 shares; 2025Q3: 66,315 shares 66,315 $3.07M 0.26% +2,018 Timeline FXF INVESCO CURRENCYSHARES SWISS More: the full row for INVESCO CURRENCYSHARES SWISS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,396 shares; 2025Q3: 27,526 shares 27,526 $3.06M 0.26% +130 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,570 shares; 2024Q4: 54,553 shares; 2025Q1: 78,862 shares; 2025Q2: 120,405 shares; 2025Q3: 127,682 shares 127,682 $3.02M 0.25% +7,277 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: 31,803 shares; 2024Q4: 44,081 shares; 2025Q1: 41,208 shares; 2025Q2: 35,344 shares; 2025Q3: 34,429 shares 34,429 $3.01M 0.25% -915 Timeline BSMT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,118 shares; 2024Q4: 55,888 shares; 2025Q1: 86,765 shares; 2025Q2: 119,651 shares; 2025Q3: 128,810 shares 128,810 $2.98M 0.25% +9,159 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: 4,559 shares; 2024Q4: 6,068 shares; 2025Q1: 6,069 shares; 2025Q2: 6,109 shares; 2025Q3: 6,193 shares 6,193 $2.95M 0.25% +84 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: 9,490 shares; 2024Q4: 8,882 shares; 2025Q1: 8,368 shares; 2025Q2: 8,364 shares; 2025Q3: 8,592 shares 8,592 $2.93M 0.24% +228 Timeline NLR 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: 11,325 shares; 2025Q1: 16,828 shares; 2025Q2: 17,753 shares; 2025Q3: 21,421 shares 21,421 $2.91M 0.24% +3,668 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: 9,341 shares; 2024Q4: 9,342 shares; 2025Q1: 9,265 shares; 2025Q2: 10,223 shares; 2025Q3: 10,131 shares 10,131 $2.85M 0.24% -92 Timeline PCY 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: 136,467 shares; 2024Q4: 137,798 shares; 2025Q1: 137,259 shares; 2025Q2: 131,530 shares; 2025Q3: 131,573 shares 131,573 $2.84M 0.24% +43 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,124 shares; 2024Q4: 21,562 shares; 2025Q1: 21,202 shares; 2025Q2: 21,132 shares; 2025Q3: 20,690 shares 20,690 $2.7M 0.23% -442 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: 1,975 shares; 2024Q4: 2,102 shares; 2025Q1: 2,061 shares; 2025Q2: 2,165 shares; 2025Q3: 2,233 shares 2,233 $2.68M 0.22% +68 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: 6,975 shares; 2024Q4: 7,126 shares; 2025Q1: 6,868 shares; 2025Q2: 6,622 shares; 2025Q3: 5,711 shares 5,711 $2.67M 0.22% -911 Timeline BSJT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,524 shares; 2024Q4: 67,472 shares; 2025Q1: 70,459 shares; 2025Q2: 94,004 shares; 2025Q3: 123,965 shares 123,965 $2.67M 0.22% +29,961 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: 13,425 shares; 2024Q4: 14,031 shares; 2025Q1: 25,783 shares; 2025Q2: 37,852 shares; 2025Q3: 36,652 shares 36,652 $2.67M 0.22% -1,200 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: 25,804 shares; 2024Q4: 27,149 shares; 2025Q1: 18,379 shares; 2025Q2: 18,305 shares; 2025Q3: 17,121 shares 17,121 $2.63M 0.22% -1,184 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,630 shares; 2025Q1: 36,870 shares; 2025Q2: 36,353 shares; 2025Q3: 35,697 shares 35,697 $2.62M 0.22% -656 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,611 shares; 2024Q4: 65,418 shares; 2025Q1: 94,614 shares; 2025Q2: 114,183 shares; 2025Q3: 105,932 shares 105,932 $2.6M 0.22% -8,251 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: 24,285 shares; 2024Q4: 20,501 shares; 2025Q1: 18,678 shares; 2025Q2: 15,347 shares; 2025Q3: 13,618 shares 13,618 $2.58M 0.22% -1,729 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: 3,975 shares; 2024Q4: 4,709 shares; 2025Q1: 3,575 shares; 2025Q2: 3,713 shares; 2025Q3: 3,715 shares 3,715 $2.49M 0.21% +2 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: 17,719 shares; 2024Q4: 17,288 shares; 2025Q1: 14,882 shares; 2025Q2: 10,856 shares; 2025Q3: 9,550 shares 9,550 $2.43M 0.2% -1,306 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,507 shares; 2024Q4: 11,902 shares; 2025Q1: 11,896 shares; 2025Q2: 12,003 shares; 2025Q3: 11,930 shares 11,930 $2.4M 0.2% -73 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: 92,855 shares; 2024Q4: 97,367 shares; 2025Q1: 99,039 shares; 2025Q2: 99,370 shares; 2025Q3: 101,928 shares 101,928 $2.39M 0.2% +2,558 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: 8,637 shares; 2024Q4: 15,711 shares; 2025Q1: 18,554 shares; 2025Q2: 7,492 shares; 2025Q3: 8,477 shares 8,477 $2.39M 0.2% +985 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: 2,808 shares; 2024Q4: 2,874 shares; 2025Q1: 2,604 shares; 2025Q2: 2,533 shares; 2025Q3: 2,574 shares 2,574 $2.38M 0.2% +41 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,802 shares; 2024Q4: 147,357 shares; 2025Q1: 71,407 shares; 2025Q2: 69,271 shares; 2025Q3: 69,268 shares 69,268 $2.37M 0.2% -3 Timeline EWS 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: 83,847 shares; 2025Q3: 83,650 shares 83,650 $2.37M 0.2% -197 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: 19,552 shares; 2024Q4: 18,564 shares; 2025Q1: 21,840 shares; 2025Q2: 23,101 shares; 2025Q3: 26,397 shares 26,397 $2.36M 0.2% +3,296 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES 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: 54,964 shares 54,964 $2.31M 0.19% new Timeline BSMV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,075 shares; 2024Q4: 36,556 shares; 2025Q1: 68,418 shares; 2025Q2: 101,547 shares; 2025Q3: 108,991 shares 108,991 $2.29M 0.19% +7,444 Timeline ECH 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: 69,897 shares; 2025Q3: 68,811 shares 68,811 $2.27M 0.19% -1,086 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: 28,946 shares; 2024Q4: 34,908 shares; 2025Q1: 24,148 shares; 2025Q2: 18,471 shares; 2025Q3: 11,648 shares 11,648 $2.27M 0.19% -6,823 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT 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: 28,158 shares 28,158 $2.25M 0.19% new Timeline PPA 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: 7,561 shares; 2024Q4: 9,744 shares; 2025Q1: 11,847 shares; 2025Q2: 12,597 shares; 2025Q3: 14,419 shares 14,419 $2.24M 0.19% +1,822 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: 26,472 shares; 2024Q4: 24,608 shares; 2025Q1: 16,591 shares; 2025Q2: 12,223 shares; 2025Q3: 7,525 shares 7,525 $2.21M 0.18% -4,698 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: 6,338 shares; 2024Q4: 4,178 shares; 2025Q1: 5,733 shares; 2025Q2: 16,759 shares; 2025Q3: 21,864 shares 21,864 $2.2M 0.18% +5,105 Timeline BSJW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,592 shares; 2025Q2: 37,622 shares; 2025Q3: 84,823 shares 84,823 $2.19M 0.18% +47,201 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,430 shares; 2024Q4: 96,430 shares; 2025Q1: 95,438 shares; 2025Q2: 95,648 shares; 2025Q3: 94,343 shares 94,343 $2.17M 0.18% -1,305 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,618 shares; 2024Q4: 22,376 shares; 2025Q1: 24,382 shares; 2025Q2: 32,383 shares; 2025Q3: 37,789 shares 37,789 $2.16M 0.18% +5,406 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: 22,033 shares; 2024Q4: 37,476 shares; 2025Q1: 38,363 shares; 2025Q2: 38,381 shares; 2025Q3: 41,347 shares 41,347 $2.13M 0.18% +2,966 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: 10,194 shares; 2024Q4: 10,482 shares; 2025Q1: 10,475 shares; 2025Q2: 9,990 shares; 2025Q3: 10,148 shares 10,148 $2.12M 0.18% +158 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: 44,122 shares; 2024Q4: 67,892 shares; 2025Q1: 69,233 shares; 2025Q2: 71,637 shares; 2025Q3: 74,633 shares 74,633 $2.11M 0.18% +2,996 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,278 shares; 2024Q4: 7,517 shares; 2025Q1: 7,282 shares; 2025Q2: 6,914 shares; 2025Q3: 7,039 shares 7,039 $2.1M 0.17% +125 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: 12,986 shares; 2024Q4: 16,734 shares; 2025Q1: 16,150 shares; 2025Q2: 16,507 shares; 2025Q3: 14,835 shares 14,835 $2.06M 0.17% -1,672 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,017 shares; 2024Q4: 8,145 shares; 2025Q1: 7,344 shares; 2025Q2: 7,208 shares; 2025Q3: 8,331 shares 8,331 $2.06M 0.17% +1,123 Timeline BSCY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,965 shares; 2024Q4: 34,028 shares; 2025Q1: 38,047 shares; 2025Q2: 75,537 shares; 2025Q3: 97,873 shares 97,873 $2.06M 0.17% +22,336 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: 58,567 shares; 2024Q4: 51,126 shares; 2025Q1: 46,228 shares; 2025Q2: 46,033 shares; 2025Q3: 46,782 shares 46,782 $2.06M 0.17% +749 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: 9,978 shares; 2024Q4: 9,709 shares; 2025Q1: 10,705 shares; 2025Q2: 10,964 shares; 2025Q3: 11,245 shares 11,245 $2.05M 0.17% +281 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,083 shares; 2025Q1: 309 shares; 2025Q2: 298 shares; 2025Q3: 1,751 shares 1,751 $2.04M 0.17% +1,453 Timeline PAVE 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: 14,197 shares; 2024Q4: 27,535 shares; 2025Q1: 31,810 shares; 2025Q2: 31,511 shares; 2025Q3: 42,507 shares 42,507 $2.02M 0.17% +10,996 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41,050 shares; 2025Q1: 43,548 shares; 2025Q2: 45,881 shares; 2025Q3: 46,154 shares 46,154 $2.02M 0.17% +273 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR 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: 68,388 shares; 2025Q1: 73,650 shares; 2025Q2: 72,646 shares; 2025Q3: 78,138 shares 78,138 $2.02M 0.17% +5,492 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,694 shares; 2024Q4: 9,222 shares; 2025Q1: 8,979 shares; 2025Q2: 8,665 shares; 2025Q3: 8,214 shares 8,214 $1.99M 0.17% -451 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,761 shares; 2024Q4: 35,081 shares; 2025Q1: 28,564 shares; 2025Q2: 29,545 shares; 2025Q3: 29,625 shares 29,625 $1.93M 0.16% +80 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: 26,875 shares; 2024Q4: 28,097 shares; 2025Q1: 28,708 shares; 2025Q2: 25,098 shares; 2025Q3: 25,147 shares 25,147 $1.92M 0.16% +49 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: 27,748 shares; 2024Q4: 32,657 shares; 2025Q1: 30,579 shares; 2025Q2: 30,913 shares; 2025Q3: 32,062 shares 32,062 $1.92M 0.16% +1,149 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: 20,627 shares; 2024Q4: 20,354 shares; 2025Q1: 17,341 shares; 2025Q2: 18,385 shares; 2025Q3: 20,864 shares 20,864 $1.91M 0.16% +2,479 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: 14,409 shares; 2024Q4: 14,357 shares; 2025Q1: 13,818 shares; 2025Q2: 13,493 shares; 2025Q3: 13,024 shares 13,024 $1.83M 0.15% -469 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,296 shares; 2025Q1: 26,398 shares; 2025Q2: 26,422 shares; 2025Q3: 28,049 shares 28,049 $1.81M 0.15% +1,627 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,368 shares; 2025Q3: 1,364 shares 1,364 $1.8M 0.15% -4 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,237 shares; 2024Q4: 39,908 shares; 2025Q1: 35,490 shares; 2025Q2: 35,207 shares; 2025Q3: 35,038 shares 35,038 $1.78M 0.15% -169 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,136 shares; 2024Q4: 68,495 shares; 2025Q1: 67,877 shares; 2025Q2: 66,816 shares; 2025Q3: 64,221 shares 64,221 $1.76M 0.15% -2,595 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: 1,639 shares; 2024Q4: 1,929 shares; 2025Q1: 2,149 shares; 2025Q2: 2,070 shares; 2025Q3: 2,865 shares 2,865 $1.75M 0.15% +795 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: 7,910 shares; 2024Q4: 9,074 shares; 2025Q1: 7,667 shares; 2025Q2: 10,604 shares; 2025Q3: 10,840 shares 10,840 $1.75M 0.15% +236 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: 3,653 shares; 2024Q4: 4,878 shares; 2025Q1: 5,297 shares; 2025Q2: 6,034 shares; 2025Q3: 6,126 shares 6,126 $1.71M 0.14% +92 Timeline EWL 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: 31,180 shares; 2025Q2: 30,069 shares; 2025Q3: 30,050 shares 30,050 $1.66M 0.14% -19 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: 4,533 shares; 2024Q4: 4,904 shares; 2025Q1: 4,924 shares; 2025Q2: 5,321 shares; 2025Q3: 5,293 shares 5,293 $1.61M 0.13% -28 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,918 shares 13,918 $1.6M 0.13% new 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: 13,130 shares; 2024Q4: 14,351 shares; 2025Q1: 15,026 shares; 2025Q2: 15,482 shares; 2025Q3: 15,340 shares 15,340 $1.58M 0.13% -142 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: 27,163 shares; 2024Q4: 27,342 shares; 2025Q1: 27,416 shares; 2025Q2: 26,909 shares; 2025Q3: 22,573 shares 22,573 $1.56M 0.13% -4,336 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: 8,606 shares; 2024Q4: 8,629 shares; 2025Q1: 8,683 shares; 2025Q2: 8,099 shares; 2025Q3: 7,192 shares 7,192 $1.55M 0.13% -907 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: 928 shares; 2024Q4: 1,358 shares; 2025Q1: 1,346 shares; 2025Q2: 1,702 shares; 2025Q3: 1,942 shares 1,942 $1.55M 0.13% +240 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: 18,318 shares; 2024Q4: 18,338 shares; 2025Q1: 19,443 shares; 2025Q2: 17,743 shares; 2025Q3: 16,022 shares 16,022 $1.54M 0.13% -1,721 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,045 shares; 2024Q4: 19,568 shares; 2025Q1: 16,596 shares; 2025Q2: 16,115 shares; 2025Q3: 14,769 shares 14,769 $1.52M 0.13% -1,346 Timeline REMX 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: 23,000 shares 23,000 $1.51M 0.13% new 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: 102,655 shares; 2024Q4: 12,933 shares; 2025Q1: 21,016 shares; 2025Q2: 30,096 shares; 2025Q3: 35,440 shares 35,440 $1.5M 0.13% +5,344 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,269 shares; 2024Q4: 8,667 shares; 2025Q1: 8,640 shares; 2025Q2: 8,411 shares; 2025Q3: 8,570 shares 8,570 $1.5M 0.12% +159 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: 8,376 shares; 2024Q4: 4,455 shares; 2025Q1: 4,303 shares; 2025Q2: 4,020 shares; 2025Q3: 4,130 shares 4,130 $1.43M 0.12% +110 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: 3,232 shares; 2024Q4: 4,212 shares; 2025Q1: 4,319 shares; 2025Q2: 4,727 shares; 2025Q3: 4,735 shares 4,735 $1.42M 0.12% +8 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,169 shares; 2024Q4: 53,180 shares; 2025Q1: 52,867 shares; 2025Q2: 53,569 shares; 2025Q3: 52,381 shares 52,381 $1.38M 0.12% -1,188 Timeline MLPA 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: 7,255 shares; 2024Q4: 7,546 shares; 2025Q1: 29,200 shares; 2025Q2: 28,721 shares; 2025Q3: 28,489 shares 28,489 $1.38M 0.12% -232 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: 1,045 shares; 2025Q1: not reported; 2025Q2: 4,045 shares; 2025Q3: 4,043 shares 4,043 $1.36M 0.11% -2 Timeline IYK 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: 24,207 shares; 2025Q3: 19,856 shares 19,856 $1.36M 0.11% -4,351 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,998 shares; 2024Q4: 8,683 shares; 2025Q1: 8,695 shares; 2025Q2: 7,569 shares; 2025Q3: 11,813 shares 11,813 $1.35M 0.11% +4,244 Timeline EPP 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: not reported; 2025Q3: 26,148 shares 26,148 $1.35M 0.11% new Timeline ILF 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: 46,575 shares 46,575 $1.35M 0.11% new Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,026 shares; 2024Q4: 26,796 shares; 2025Q1: 24,373 shares; 2025Q2: 23,411 shares; 2025Q3: 23,271 shares 23,271 $1.34M 0.11% -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: 2,857 shares; 2024Q4: 8,986 shares; 2025Q1: 7,571 shares; 2025Q2: 7,655 shares; 2025Q3: 8,072 shares 8,072 $1.33M 0.11% +417 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: 17,636 shares; 2024Q4: 17,692 shares; 2025Q1: 18,452 shares; 2025Q2: 18,776 shares; 2025Q3: 19,702 shares 19,702 $1.31M 0.11% +926 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,579 shares; 2025Q1: 4,373 shares; 2025Q2: not reported; 2025Q3: 1,828 shares 1,828 $1.28M 0.11% new 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: 2,218 shares; 2024Q4: 2,235 shares; 2025Q1: 2,618 shares; 2025Q2: 3,253 shares; 2025Q3: 12,800 shares 12,800 $1.27M 0.11% +9,547 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,327 shares; 2024Q4: 15,799 shares; 2025Q1: 14,496 shares; 2025Q2: 14,062 shares; 2025Q3: 13,850 shares 13,850 $1.26M 0.1% -212 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: 23,756 shares; 2024Q4: 23,837 shares; 2025Q1: 27,035 shares; 2025Q2: 35,004 shares; 2025Q3: 48,519 shares 48,519 $1.24M 0.1% +13,515 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: 5,027 shares; 2024Q4: 5,461 shares; 2025Q1: 5,643 shares; 2025Q2: 5,776 shares; 2025Q3: 5,749 shares 5,749 $1.21M 0.1% -27 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,114 shares; 2024Q4: 8,367 shares; 2025Q1: 8,908 shares; 2025Q2: 8,562 shares; 2025Q3: 8,477 shares 8,477 $1.21M 0.1% -85 Timeline MGV 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: 25,341 shares; 2024Q4: 23,956 shares; 2025Q1: 17,122 shares; 2025Q2: 13,058 shares; 2025Q3: 8,676 shares 8,676 $1.2M 0.1% -4,382 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: 29,511 shares; 2024Q4: 32,453 shares; 2025Q1: 31,322 shares; 2025Q2: 30,264 shares; 2025Q3: 29,868 shares 29,868 $1.17M 0.1% -396 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,320 shares; 2025Q1: 17,320 shares; 2025Q2: 16,899 shares; 2025Q3: 16,249 shares 16,249 $1.17M 0.1% -650 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: 17,739 shares; 2024Q4: 15,380 shares; 2025Q1: 14,494 shares; 2025Q2: 10,061 shares; 2025Q3: 10,201 shares 10,201 $1.17M 0.1% +140 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: 14,963 shares; 2025Q1: 14,004 shares; 2025Q2: 13,404 shares; 2025Q3: 12,054 shares 12,054 $1.16M 0.1% -1,350 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: 5,714 shares; 2024Q4: 5,360 shares; 2025Q1: 5,052 shares; 2025Q2: 4,729 shares; 2025Q3: 4,521 shares 4,521 $1.16M 0.1% -208 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: 5,295 shares; 2024Q4: 10,005 shares; 2025Q1: 9,989 shares; 2025Q2: 9,988 shares; 2025Q3: 9,723 shares 9,723 $1.16M 0.1% -265 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,693 shares; 2024Q4: 4,521 shares; 2025Q1: 4,481 shares; 2025Q2: 4,444 shares; 2025Q3: 4,869 shares 4,869 $1.15M 0.1% +425 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,280 shares; 2024Q4: 8,265 shares; 2025Q1: 8,237 shares; 2025Q2: 8,437 shares; 2025Q3: 8,389 shares 8,389 $1.14M 0.1% -48 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: 2,566 shares; 2024Q4: 3,438 shares; 2025Q1: 4,201 shares; 2025Q2: 3,437 shares; 2025Q3: 3,977 shares 3,977 $1.12M 0.09% +540 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: 9,311 shares; 2024Q4: 9,779 shares; 2025Q1: 10,522 shares; 2025Q2: 12,683 shares; 2025Q3: 20,615 shares 20,615 $1.11M 0.09% +7,932 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,706 shares; 2024Q4: 6,188 shares; 2025Q1: 6,555 shares; 2025Q2: 6,581 shares; 2025Q3: 6,468 shares 6,468 $1.1M 0.09% -113 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: 5,670 shares; 2024Q4: 5,639 shares; 2025Q1: 5,669 shares; 2025Q2: 5,824 shares; 2025Q3: 5,404 shares 5,404 $1.1M 0.09% -420 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: 4,314 shares; 2024Q4: 5,844 shares; 2025Q1: 5,022 shares; 2025Q2: 5,044 shares; 2025Q3: 5,063 shares 5,063 $1.09M 0.09% +19 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,227 shares; 2024Q4: 26,998 shares; 2025Q1: 27,280 shares; 2025Q2: 27,495 shares; 2025Q3: 30,598 shares 30,598 $1.08M 0.09% +3,103 Timeline BSMY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,679 shares; 2025Q1: 35,689 shares; 2025Q2: 28,747 shares; 2025Q3: 44,394 shares 44,394 $1.08M 0.09% +15,647 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: 4,618 shares; 2024Q4: 4,563 shares; 2025Q1: 5,067 shares; 2025Q2: 4,524 shares; 2025Q3: 4,489 shares 4,489 $1.06M 0.09% -35 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,180 shares; 2024Q4: 10,303 shares; 2025Q1: 9,657 shares; 2025Q2: 8,832 shares; 2025Q3: 8,717 shares 8,717 $1.05M 0.09% -115 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: 8,600 shares; 2024Q4: 8,909 shares; 2025Q1: 9,448 shares; 2025Q2: 9,409 shares; 2025Q3: 11,103 shares 11,103 $1.05M 0.09% +1,694 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,929 shares; 2024Q4: 42,741 shares; 2025Q1: 33,274 shares; 2025Q2: 23,057 shares; 2025Q3: 15,790 shares 15,790 $1.04M 0.09% -7,267 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: 10,851 shares; 2024Q4: 13,447 shares; 2025Q1: 12,115 shares; 2025Q2: 12,204 shares; 2025Q3: 12,303 shares 12,303 $1.03M 0.09% +99 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,607 shares; 2025Q1: 17,045 shares; 2025Q2: 17,048 shares; 2025Q3: 17,051 shares 17,051 $1.03M 0.09% +3 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: 11,538 shares; 2024Q4: 12,717 shares; 2025Q1: 13,345 shares; 2025Q2: 13,538 shares; 2025Q3: 13,466 shares 13,466 $1.02M 0.08% -72 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: 6,948 shares; 2024Q4: 6,685 shares; 2025Q1: 6,626 shares; 2025Q2: 6,685 shares; 2025Q3: 6,831 shares 6,831 $1.02M 0.08% +146 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,327 shares; 2024Q4: 9,937 shares; 2025Q1: 9,285 shares; 2025Q2: 14,413 shares; 2025Q3: 13,641 shares 13,641 $1.01M 0.08% -772 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 434 shares 434 $1.01M 0.08% new 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: 13,911 shares; 2024Q4: 58,518 shares; 2025Q1: 58,154 shares; 2025Q2: 58,113 shares; 2025Q3: 14,612 shares 14,612 $1000K 0.08% -43,501 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,126 shares; 2024Q4: 14,187 shares; 2025Q1: 15,212 shares; 2025Q2: 14,947 shares; 2025Q3: 14,678 shares 14,678 $984K 0.08% -269 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: 2,115 shares; 2024Q4: 2,184 shares; 2025Q1: 2,069 shares; 2025Q2: 2,009 shares; 2025Q3: 1,962 shares 1,962 $979K 0.08% -47 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: 7,408 shares; 2024Q4: 7,810 shares; 2025Q1: 10,523 shares; 2025Q2: 12,256 shares; 2025Q3: 11,533 shares 11,533 $978K 0.08% -723 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,901 shares; 2024Q4: 13,934 shares; 2025Q1: 10,777 shares; 2025Q2: 10,799 shares; 2025Q3: 10,818 shares 10,818 $962K 0.08% +19 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: 4,341 shares; 2024Q4: 4,974 shares; 2025Q1: 4,950 shares; 2025Q2: 5,304 shares; 2025Q3: 4,646 shares 4,646 $951K 0.08% -658 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,758 shares; 2024Q4: 4,812 shares; 2025Q1: 4,624 shares; 2025Q2: 4,354 shares; 2025Q3: 4,269 shares 4,269 $943K 0.08% -85 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: 15,056 shares; 2024Q4: 15,922 shares; 2025Q1: 16,964 shares; 2025Q2: 17,518 shares; 2025Q3: 18,451 shares 18,451 $931K 0.08% +933 Timeline BSCX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,677 shares; 2024Q4: 79,438 shares; 2025Q1: 71,289 shares; 2025Q2: 59,865 shares; 2025Q3: 43,200 shares 43,200 $927K 0.08% -16,665 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,731 shares; 2024Q4: 8,644 shares; 2025Q1: 9,062 shares; 2025Q2: 10,093 shares; 2025Q3: 11,460 shares 11,460 $924K 0.08% +1,367 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,465 shares; 2024Q4: 7,513 shares; 2025Q1: 7,505 shares; 2025Q2: 7,505 shares; 2025Q3: 7,505 shares 7,505 $911K 0.08% 0 Timeline SPLV 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: 12,516 shares; 2024Q4: 12,641 shares; 2025Q1: 12,804 shares; 2025Q2: 12,590 shares; 2025Q3: 12,322 shares 12,322 $905K 0.08% -268 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: not reported; 2024Q4: 7,060 shares; 2025Q1: 7,074 shares; 2025Q2: 7,026 shares; 2025Q3: 9,025 shares 9,025 $902K 0.08% +1,999 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: 4,815 shares; 2024Q4: 6,419 shares; 2025Q1: 6,166 shares; 2025Q2: 6,101 shares; 2025Q3: 6,155 shares 6,155 $890K 0.07% +54 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: 3,883 shares; 2024Q4: 4,235 shares; 2025Q1: 4,964 shares; 2025Q2: 5,127 shares; 2025Q3: 5,317 shares 5,317 $885K 0.07% +190 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: 39,947 shares; 2024Q4: 47,217 shares; 2025Q1: 51,342 shares; 2025Q2: 51,325 shares; 2025Q3: 51,367 shares 51,367 $881K 0.07% +42 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,714 shares 39,714 $862K 0.07% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,219 shares; 2024Q4: 11,452 shares; 2025Q1: 10,488 shares; 2025Q2: 10,702 shares; 2025Q3: 10,156 shares 10,156 $856K 0.07% -546 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: 12,110 shares; 2024Q4: 14,090 shares; 2025Q1: 14,687 shares; 2025Q2: 16,932 shares; 2025Q3: 16,914 shares 16,914 $856K 0.07% -18 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: not reported; 2025Q3: 7,006 shares 7,006 $848K 0.07% new Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,187 shares; 2025Q1: 9,601 shares; 2025Q2: 9,710 shares; 2025Q3: 9,722 shares 9,722 $846K 0.07% +12 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,517 shares; 2024Q4: 2,603 shares; 2025Q1: 2,417 shares; 2025Q2: 2,396 shares; 2025Q3: 2,407 shares 2,407 $841K 0.07% +11 Timeline FXI 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: 21,319 shares; 2025Q2: 20,400 shares; 2025Q3: 20,317 shares 20,317 $836K 0.07% -83 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: 31,148 shares; 2024Q4: 30,430 shares; 2025Q1: 30,395 shares; 2025Q2: 5,859 shares; 2025Q3: 6,163 shares 6,163 $825K 0.07% +304 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: 5,696 shares; 2024Q4: 6,666 shares; 2025Q1: 6,813 shares; 2025Q2: 8,204 shares; 2025Q3: 8,128 shares 8,128 $825K 0.07% -76 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,624 shares; 2024Q4: 25,964 shares; 2025Q1: 30,286 shares; 2025Q2: 34,846 shares; 2025Q3: 38,472 shares 38,472 $803K 0.07% +3,626 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,383 shares; 2024Q4: 17,698 shares; 2025Q1: 17,413 shares; 2025Q2: 16,781 shares; 2025Q3: 16,138 shares 16,138 $796K 0.07% -643 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: 2,330 shares; 2024Q4: 2,531 shares; 2025Q1: 2,448 shares; 2025Q2: 2,252 shares; 2025Q3: 2,123 shares 2,123 $794K 0.07% -129 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: 1,777 shares; 2024Q4: 1,816 shares; 2025Q1: 1,821 shares; 2025Q2: 1,865 shares; 2025Q3: 1,859 shares 1,859 $785K 0.07% -6 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: 5,252 shares; 2024Q4: 7,293 shares; 2025Q1: 7,412 shares; 2025Q2: 7,591 shares; 2025Q3: 8,300 shares 8,300 $785K 0.07% +709 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,149 shares; 2024Q4: 2,137 shares; 2025Q1: 2,142 shares; 2025Q2: 2,114 shares; 2025Q3: 2,118 shares 2,118 $774K 0.06% +4 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: 1,939 shares; 2024Q4: 2,046 shares; 2025Q1: 2,167 shares; 2025Q2: 2,095 shares; 2025Q3: 2,094 shares 2,094 $774K 0.06% -1 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: 4,909 shares; 2024Q4: 4,670 shares; 2025Q1: 4,380 shares; 2025Q2: 4,684 shares; 2025Q3: 4,581 shares 4,581 $767K 0.06% -103 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 867 shares; 2025Q1: 850 shares; 2025Q2: 1,047 shares; 2025Q3: 1,059 shares 1,059 $761K 0.06% +12 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: 1,592 shares; 2024Q4: 2,076 shares; 2025Q1: 2,118 shares; 2025Q2: 2,133 shares; 2025Q3: 2,237 shares 2,237 $743K 0.06% +104 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: 8,512 shares; 2024Q4: 16,823 shares; 2025Q1: 17,254 shares; 2025Q2: 16,784 shares; 2025Q3: 16,136 shares 16,136 $728K 0.06% -648 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: 32,503 shares; 2024Q4: 33,305 shares; 2025Q1: 35,179 shares; 2025Q2: 34,992 shares; 2025Q3: 32,778 shares 32,778 $726K 0.06% -2,214 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: 19,528 shares; 2024Q4: 19,067 shares; 2025Q1: 9,968 shares; 2025Q2: 9,748 shares; 2025Q3: 9,411 shares 9,411 $709K 0.06% -337 Timeline TDTT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,340 shares; 2024Q4: 31,130 shares; 2025Q1: 31,135 shares; 2025Q2: 32,357 shares; 2025Q3: 28,893 shares 28,893 $703K 0.06% -3,464 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,844 shares; 2024Q4: 5,357 shares; 2025Q1: 6,552 shares; 2025Q2: 6,820 shares; 2025Q3: 7,149 shares 7,149 $700K 0.06% +329 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM 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: 17,605 shares; 2025Q1: 20,397 shares; 2025Q2: 21,384 shares; 2025Q3: 22,444 shares 22,444 $696K 0.06% +1,060 Timeline PTIN 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: 27,674 shares; 2024Q4: 25,188 shares; 2025Q1: 25,334 shares; 2025Q2: 23,707 shares; 2025Q3: 22,840 shares 22,840 $696K 0.06% -867 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,079 shares 11,079 $695K 0.06% new 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: 4,694 shares; 2024Q4: 4,399 shares; 2025Q1: 4,599 shares; 2025Q2: 4,591 shares; 2025Q3: 4,582 shares 4,582 $691K 0.06% -9 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: 1,929 shares; 2024Q4: 2,570 shares; 2025Q1: 2,603 shares; 2025Q2: 3,152 shares; 2025Q3: 3,146 shares 3,146 $691K 0.06% -6 Timeline IJJ 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: 6,007 shares; 2024Q4: 5,996 shares; 2025Q1: 6,612 shares; 2025Q2: 6,081 shares; 2025Q3: 5,227 shares 5,227 $678K 0.06% -854 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,599 shares; 2024Q4: 1,620 shares; 2025Q1: 1,743 shares; 2025Q2: 1,791 shares; 2025Q3: 1,977 shares 1,977 $674K 0.06% +186 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,395 shares; 2024Q4: 37,304 shares; 2025Q1: 37,234 shares; 2025Q2: 10,627 shares; 2025Q3: 10,998 shares 10,998 $673K 0.06% +371 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,531 shares; 2024Q4: 2,574 shares; 2025Q1: 2,579 shares; 2025Q2: 2,567 shares; 2025Q3: 2,575 shares 2,575 $672K 0.06% +8 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: 1,116 shares; 2024Q4: 1,231 shares; 2025Q1: 1,059 shares; 2025Q2: 1,077 shares; 2025Q3: 975 shares 975 $666K 0.06% -102 Timeline XMHQ 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: 5,665 shares; 2024Q4: 6,592 shares; 2025Q1: 6,418 shares; 2025Q2: 6,171 shares; 2025Q3: 6,272 shares 6,272 $658K 0.05% +101 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,611 shares; 2024Q4: 5,605 shares; 2025Q1: 4,470 shares; 2025Q2: 4,598 shares; 2025Q3: 4,661 shares 4,661 $657K 0.05% +63 Timeline IWL 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: 3,929 shares; 2024Q4: 3,929 shares; 2025Q1: 3,929 shares; 2025Q2: 3,929 shares; 2025Q3: 3,929 shares 3,929 $653K 0.05% 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: 1,952 shares; 2024Q4: 1,981 shares; 2025Q1: 2,325 shares; 2025Q2: 2,327 shares; 2025Q3: 2,335 shares 2,335 $652K 0.05% +8 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: 6,293 shares; 2024Q4: 6,408 shares; 2025Q1: 6,271 shares; 2025Q2: 6,027 shares; 2025Q3: 6,835 shares 6,835 $651K 0.05% +808 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,811 shares; 2024Q4: 3,166 shares; 2025Q1: 3,044 shares; 2025Q2: 3,044 shares; 2025Q3: 3,151 shares 3,151 $647K 0.05% +107 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 393 shares; 2024Q4: 436 shares; 2025Q1: 387 shares; 2025Q2: 5,540 shares; 2025Q3: 5,943 shares 5,943 $641K 0.05% +403 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,054 shares; 2024Q4: 41,445 shares; 2025Q1: 45,794 shares; 2025Q2: 47,632 shares; 2025Q3: 53,189 shares 53,189 $636K 0.05% +5,557 Timeline JAVA 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: 5,878 shares; 2024Q4: 7,600 shares; 2025Q1: 8,915 shares; 2025Q2: 8,967 shares; 2025Q3: 9,157 shares 9,157 $631K 0.05% +190 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,229 shares; 2024Q4: 19,361 shares; 2025Q1: 6,176 shares; 2025Q2: 7,059 shares; 2025Q3: 7,168 shares 7,168 $625K 0.05% +109 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: 791 shares; 2024Q4: 3,127 shares; 2025Q1: 2,934 shares; 2025Q2: 2,797 shares; 2025Q3: 3,039 shares 3,039 $619K 0.05% +242 Timeline PIO 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: 53,641 shares; 2025Q3: 13,696 shares 13,696 $615K 0.05% -39,945 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: 640 shares; 2024Q4: 738 shares; 2025Q1: 822 shares; 2025Q2: 822 shares; 2025Q3: 821 shares 821 $613K 0.05% -1 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,404 shares; 2024Q4: 2,291 shares; 2025Q1: 2,128 shares; 2025Q2: 2,077 shares; 2025Q3: 2,085 shares 2,085 $612K 0.05% +8 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,997 shares; 2024Q4: 9,513 shares; 2025Q1: 10,670 shares; 2025Q2: 10,560 shares; 2025Q3: 10,360 shares 10,360 $608K 0.05% -200 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: 6,884 shares; 2024Q4: 7,018 shares; 2025Q1: 7,085 shares; 2025Q2: 7,100 shares; 2025Q3: 7,184 shares 7,184 $602K 0.05% +84 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: 22,867 shares; 2024Q4: 22,867 shares; 2025Q1: 27,692 shares; 2025Q2: 27,692 shares; 2025Q3: 27,692 shares 27,692 $588K 0.05% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,463 shares; 2024Q4: 34,427 shares; 2025Q1: 19,456 shares; 2025Q2: 18,881 shares; 2025Q3: 18,361 shares 18,361 $586K 0.05% -520 Timeline BSMW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,862 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,642 shares; 2025Q3: 23,290 shares 23,290 $582K 0.05% +7,648 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,720 shares; 2024Q4: 3,583 shares; 2025Q1: 3,945 shares; 2025Q2: 4,153 shares; 2025Q3: 3,742 shares 3,742 $581K 0.05% -411 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: 30,247 shares; 2025Q1: 25,446 shares; 2025Q2: 24,202 shares; 2025Q3: 24,951 shares 24,951 $577K 0.05% +749 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,559 shares; 2024Q4: 18,773 shares; 2025Q1: 18,817 shares; 2025Q2: 18,886 shares; 2025Q3: 18,166 shares 18,166 $574K 0.05% -720 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: 7,519 shares; 2024Q4: 7,304 shares; 2025Q1: 6,654 shares; 2025Q2: 5,934 shares; 2025Q3: 6,860 shares 6,860 $569K 0.05% +926 Timeline BSV 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: 11,560 shares; 2024Q4: 11,159 shares; 2025Q1: 10,025 shares; 2025Q2: 7,489 shares; 2025Q3: 7,190 shares 7,190 $567K 0.05% -299 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,157 shares; 2024Q4: 3,984 shares; 2025Q1: 4,376 shares; 2025Q2: 4,286 shares; 2025Q3: 4,297 shares 4,297 $564K 0.05% +11 Timeline QDEF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,999 shares; 2024Q4: 6,999 shares; 2025Q1: 6,999 shares; 2025Q2: 6,999 shares; 2025Q3: 6,999 shares 6,999 $560K 0.05% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,819 shares; 2024Q4: 2,120 shares; 2025Q1: 1,902 shares; 2025Q2: 1,846 shares; 2025Q3: 2,263 shares 2,263 $556K 0.05% +417 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: 6,650 shares; 2024Q4: 10,058 shares; 2025Q1: 10,808 shares; 2025Q2: 12,089 shares; 2025Q3: 13,185 shares 13,185 $554K 0.05% +1,096 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,320 shares; 2024Q4: 7,449 shares; 2025Q1: 7,583 shares; 2025Q2: 7,674 shares; 2025Q3: 7,707 shares 7,707 $551K 0.05% +33 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,578 shares; 2024Q4: 7,651 shares; 2025Q1: 7,647 shares; 2025Q2: 7,685 shares; 2025Q3: 7,735 shares 7,735 $550K 0.05% +50 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 916 shares; 2024Q4: 1,090 shares; 2025Q1: 1,075 shares; 2025Q2: 1,104 shares; 2025Q3: 1,145 shares 1,145 $544K 0.05% +41 Timeline QXO QXO INC More: the full row for QXO 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: 26,291 shares; 2025Q2: 26,291 shares; 2025Q3: 28,362 shares 28,362 $541K 0.05% +2,071 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,360 shares; 2024Q4: 2,432 shares; 2025Q1: 2,241 shares; 2025Q2: 2,292 shares; 2025Q3: 2,254 shares 2,254 $540K 0.05% -38 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,149 shares; 2024Q4: 3,943 shares; 2025Q1: 3,861 shares; 2025Q2: 3,826 shares; 2025Q3: 3,307 shares 3,307 $536K 0.04% -519 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: 1,371 shares; 2024Q4: 1,757 shares; 2025Q1: 1,813 shares; 2025Q2: 1,877 shares; 2025Q3: 1,887 shares 1,887 $532K 0.04% +10 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: 859 shares; 2025Q1: 846 shares; 2025Q2: 859 shares; 2025Q3: 862 shares 862 $530K 0.04% +3 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,322 shares; 2024Q4: 7,898 shares; 2025Q1: 10,521 shares; 2025Q2: 10,639 shares; 2025Q3: 10,425 shares 10,425 $528K 0.04% -214 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,818 shares; 2024Q4: 15,977 shares; 2025Q1: 14,797 shares; 2025Q2: 14,757 shares; 2025Q3: 15,291 shares 15,291 $527K 0.04% +534 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,953 shares; 2024Q4: 4,608 shares; 2025Q1: 5,719 shares; 2025Q2: 7,113 shares; 2025Q3: 6,239 shares 6,239 $525K 0.04% -874 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,153 shares; 2024Q4: 84,841 shares; 2025Q1: 48,987 shares; 2025Q2: 30,096 shares; 2025Q3: 7,714 shares 7,714 $523K 0.04% -22,382 Timeline EELV 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: 22,745 shares; 2024Q4: 27,831 shares; 2025Q1: 28,831 shares; 2025Q2: 23,474 shares; 2025Q3: 19,612 shares 19,612 $522K 0.04% -3,862 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,289 shares; 2024Q4: 2,745 shares; 2025Q1: 2,467 shares; 2025Q2: 2,467 shares; 2025Q3: 2,659 shares 2,659 $522K 0.04% +192 Timeline JPEM 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: 7,877 shares; 2025Q1: 8,312 shares; 2025Q2: 8,377 shares; 2025Q3: 8,842 shares 8,842 $522K 0.04% +465 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,367 shares; 2024Q4: 2,480 shares; 2025Q1: 1,851 shares; 2025Q2: 1,585 shares; 2025Q3: 1,544 shares 1,544 $514K 0.04% -41 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,830 shares; 2025Q1: not reported; 2025Q2: 7,505 shares; 2025Q3: 8,308 shares 8,308 $511K 0.04% +803 Timeline BCX BLACKROCK RES & COMMODITIES More: the full row for BLACKROCK RES & COMMODITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,747 shares; 2024Q4: 53,537 shares; 2025Q1: 53,759 shares; 2025Q2: 52,760 shares; 2025Q3: 50,007 shares 50,007 $509K 0.04% -2,753 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,254 shares; 2024Q4: 10,661 shares; 2025Q1: 9,510 shares; 2025Q2: 9,321 shares; 2025Q3: 9,348 shares 9,348 $506K 0.04% +27 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,976 shares; 2024Q4: 5,526 shares; 2025Q1: 6,699 shares; 2025Q2: 4,584 shares; 2025Q3: 4,437 shares 4,437 $505K 0.04% -147 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: 5,159 shares; 2024Q4: 964 shares; 2025Q1: 964 shares; 2025Q2: 1,010 shares; 2025Q3: 1,031 shares 1,031 $500K 0.04% +21 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,387 shares; 2025Q2: 1,400 shares; 2025Q3: 1,498 shares 1,498 $493K 0.04% +98 Timeline SCHA 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: 7,693 shares; 2024Q4: 17,579 shares; 2025Q1: 18,140 shares; 2025Q2: 18,295 shares; 2025Q3: 17,659 shares 17,659 $493K 0.04% -636 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,668 shares; 2024Q4: 7,009 shares; 2025Q1: 7,415 shares; 2025Q2: 7,333 shares; 2025Q3: 6,691 shares 6,691 $488K 0.04% -642 Timeline GDXJ 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: 7,089 shares; 2024Q4: 7,089 shares; 2025Q1: 7,089 shares; 2025Q2: 4,924 shares; 2025Q3: 4,924 shares 4,924 $488K 0.04% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,658 shares; 2025Q1: 3,488 shares; 2025Q2: 3,576 shares; 2025Q3: 3,614 shares 3,614 $484K 0.04% +38 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: 4,307 shares; 2025Q1: 4,833 shares; 2025Q2: 5,147 shares; 2025Q3: 5,078 shares 5,078 $483K 0.04% -69 Timeline SPSK TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,580 shares; 2024Q4: 25,917 shares; 2025Q1: 26,035 shares; 2025Q2: 26,152 shares; 2025Q3: 26,133 shares 26,133 $483K 0.04% -19 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,811 shares; 2024Q4: 3,497 shares; 2025Q1: 3,449 shares; 2025Q2: 3,359 shares; 2025Q3: 6,215 shares 6,215 $477K 0.04% +2,856 Timeline BSJV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,733 shares; 2024Q4: 23,398 shares; 2025Q1: 18,196 shares; 2025Q2: 18,061 shares; 2025Q3: 17,730 shares 17,730 $475K 0.04% -331 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: 892 shares; 2024Q4: 1,035 shares; 2025Q1: 1,042 shares; 2025Q2: 1,025 shares; 2025Q3: 1,039 shares 1,039 $475K 0.04% +14 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,861 shares; 2024Q4: 4,365 shares; 2025Q1: 4,042 shares; 2025Q2: 3,770 shares; 2025Q3: 4,849 shares 4,849 $473K 0.04% +1,079 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,954 shares; 2024Q4: 50,602 shares; 2025Q1: 27,657 shares; 2025Q2: 15,185 shares; 2025Q3: 5,295 shares 5,295 $473K 0.04% -9,890 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,254 shares 5,254 $471K 0.04% new 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: 3,592 shares; 2024Q4: 3,897 shares; 2025Q1: 3,926 shares; 2025Q2: 4,039 shares; 2025Q3: 3,615 shares 3,615 $466K 0.04% -424 Timeline BSJU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,586 shares; 2024Q4: 22,086 shares; 2025Q1: 21,126 shares; 2025Q2: 19,210 shares; 2025Q3: 17,780 shares 17,780 $465K 0.04% -1,430 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,429 shares; 2024Q4: 5,428 shares; 2025Q1: 4,474 shares; 2025Q2: 3,854 shares; 2025Q3: 3,688 shares 3,688 $462K 0.04% -166 Timeline XSMO 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: 6,246 shares; 2025Q2: not reported; 2025Q3: 6,200 shares 6,200 $456K 0.04% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,217 shares; 2024Q4: 5,918 shares; 2025Q1: 6,051 shares; 2025Q2: 5,729 shares; 2025Q3: 5,603 shares 5,603 $448K 0.04% -126 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,318 shares; 2024Q4: 10,622 shares; 2025Q1: 10,050 shares; 2025Q2: 10,325 shares; 2025Q3: 10,313 shares 10,313 $445K 0.04% -12 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,360 shares; 2024Q4: 17,825 shares; 2025Q1: 17,292 shares; 2025Q2: 17,482 shares; 2025Q3: 17,013 shares 17,013 $443K 0.04% -469 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: 6,615 shares; 2024Q4: 6,249 shares; 2025Q1: 6,524 shares; 2025Q2: 6,180 shares; 2025Q3: 6,207 shares 6,207 $443K 0.04% +27 Timeline CALF 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: 179,062 shares; 2024Q4: 127,924 shares; 2025Q1: 92,816 shares; 2025Q2: 16,182 shares; 2025Q3: 9,996 shares 9,996 $438K 0.04% -6,186 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,468 shares; 2024Q4: 1,372 shares; 2025Q1: 1,377 shares; 2025Q2: 2,076 shares; 2025Q3: 2,058 shares 2,058 $438K 0.04% -18 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,903 shares 3,903 $436K 0.04% new 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: 820 shares; 2024Q4: 975 shares; 2025Q1: 989 shares; 2025Q2: 1,018 shares; 2025Q3: 1,024 shares 1,024 $432K 0.04% +6 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,353 shares; 2024Q4: 19,800 shares; 2025Q1: 19,330 shares; 2025Q2: 18,089 shares; 2025Q3: 18,195 shares 18,195 $430K 0.04% +106 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,681 shares; 2025Q1: 3,904 shares; 2025Q2: 4,022 shares; 2025Q3: 4,292 shares 4,292 $428K 0.04% +270 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: 6,353 shares; 2024Q4: 6,002 shares; 2025Q1: 5,345 shares; 2025Q2: 4,853 shares; 2025Q3: 3,767 shares 3,767 $418K 0.03% -1,086 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,511 shares; 2024Q4: 34,853 shares; 2025Q1: 34,469 shares; 2025Q2: 25,499 shares; 2025Q3: 18,934 shares 18,934 $418K 0.03% -6,565 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: 453 shares; 2024Q4: 601 shares; 2025Q1: 527 shares; 2025Q2: 504 shares; 2025Q3: 550 shares 550 $417K 0.03% +46 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,900 shares; 2024Q4: 6,174 shares; 2025Q1: 7,134 shares; 2025Q2: 7,051 shares; 2025Q3: 6,986 shares 6,986 $417K 0.03% -65 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: 1,566 shares; 2024Q4: 1,795 shares; 2025Q1: 1,789 shares; 2025Q2: 1,745 shares; 2025Q3: 1,745 shares 1,745 $416K 0.03% 0 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: 987 shares; 2024Q4: 1,802 shares; 2025Q1: 1,477 shares; 2025Q2: 1,476 shares; 2025Q3: 1,530 shares 1,530 $414K 0.03% +54 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,514 shares; 2024Q4: 2,076 shares; 2025Q1: 2,075 shares; 2025Q2: 2,067 shares; 2025Q3: 2,090 shares 2,090 $413K 0.03% +23 Timeline CWI 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: not reported; 2024Q4: 13,862 shares; 2025Q1: 13,834 shares; 2025Q2: 13,567 shares; 2025Q3: 11,695 shares 11,695 $408K 0.03% -1,872 Timeline FDVV 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: 6,170 shares; 2024Q4: 8,536 shares; 2025Q1: 8,154 shares; 2025Q2: 7,221 shares; 2025Q3: 7,221 shares 7,221 $402K 0.03% 0 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: 1,083 shares; 2024Q4: 1,080 shares; 2025Q1: 1,056 shares; 2025Q2: 1,057 shares; 2025Q3: 1,058 shares 1,058 $401K 0.03% +1 Timeline POWA INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,982 shares; 2024Q4: 6,995 shares; 2025Q1: 6,031 shares; 2025Q2: 6,031 shares; 2025Q3: 4,381 shares 4,381 $397K 0.03% -1,650 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,200 shares; 2024Q4: 14,791 shares; 2025Q1: 12,377 shares; 2025Q2: 11,123 shares; 2025Q3: 11,779 shares 11,779 $395K 0.03% +656 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,760 shares; 2024Q4: 1,792 shares; 2025Q1: 1,773 shares; 2025Q2: 1,948 shares; 2025Q3: 1,912 shares 1,912 $395K 0.03% -36 Timeline SCHV 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: 4,853 shares; 2024Q4: 14,602 shares; 2025Q1: 13,949 shares; 2025Q2: 13,538 shares; 2025Q3: 13,372 shares 13,372 $389K 0.03% -166 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE 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: 26,609 shares; 2025Q2: 26,658 shares; 2025Q3: 26,458 shares 26,458 $388K 0.03% -200 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA 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: 9,910 shares; 2025Q3: 11,799 shares 11,799 $388K 0.03% +1,889 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI 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: 2,665 shares 2,665 $388K 0.03% new Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,713 shares; 2024Q4: 7,613 shares; 2025Q1: 6,862 shares; 2025Q2: 7,979 shares; 2025Q3: 7,818 shares 7,818 $387K 0.03% -161 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,743 shares; 2024Q4: 14,237 shares; 2025Q1: 12,896 shares; 2025Q2: 11,814 shares; 2025Q3: 11,020 shares 11,020 $386K 0.03% -794 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,218 shares; 2024Q4: 5,728 shares; 2025Q1: 4,730 shares; 2025Q2: 4,660 shares; 2025Q3: 4,570 shares 4,570 $384K 0.03% -90 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,215 shares; 2024Q4: 1,491 shares; 2025Q1: 1,736 shares; 2025Q2: 2,013 shares; 2025Q3: 2,036 shares 2,036 $381K 0.03% +23 Timeline FFLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,245 shares; 2024Q4: 7,245 shares; 2025Q1: 7,245 shares; 2025Q2: 7,265 shares; 2025Q3: 7,280 shares 7,280 $379K 0.03% +15 Timeline PTMC 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: 14,338 shares; 2024Q4: 14,798 shares; 2025Q1: 14,938 shares; 2025Q2: 12,487 shares; 2025Q3: 10,576 shares 10,576 $379K 0.03% -1,911 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,923 shares; 2024Q4: 4,435 shares; 2025Q1: 3,837 shares; 2025Q2: 4,813 shares; 2025Q3: 6,052 shares 6,052 $378K 0.03% +1,239 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: 2,127 shares; 2024Q4: 3,800 shares; 2025Q1: 3,068 shares; 2025Q2: 3,159 shares; 2025Q3: 3,131 shares 3,131 $376K 0.03% -28 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,732 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,215 shares 3,215 $373K 0.03% new 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: 13,763 shares; 2024Q4: 13,389 shares; 2025Q1: 22,631 shares; 2025Q2: 21,680 shares; 2025Q3: 18,249 shares 18,249 $372K 0.03% -3,431 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,350 shares; 2024Q4: 1,733 shares; 2025Q1: 1,768 shares; 2025Q2: 1,683 shares; 2025Q3: 1,502 shares 1,502 $370K 0.03% -181 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: 2,961 shares; 2024Q4: 3,081 shares; 2025Q1: 3,063 shares; 2025Q2: 3,331 shares; 2025Q3: 3,366 shares 3,366 $370K 0.03% +35 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: not reported; 2024Q4: not reported; 2025Q1: 15,773 shares; 2025Q2: 15,773 shares; 2025Q3: 15,773 shares 15,773 $366K 0.03% 0 RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,479 shares; 2024Q4: 1,496 shares; 2025Q1: 1,484 shares; 2025Q2: 1,533 shares; 2025Q3: 1,578 shares 1,578 $362K 0.03% +45 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 325 shares; 2025Q2: 274 shares; 2025Q3: 332 shares 332 $359K 0.03% +58 Timeline MFSI MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE 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: 12,089 shares 12,089 $357K 0.03% new 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: 910 shares; 2024Q4: 931 shares; 2025Q1: 1,569 shares; 2025Q2: 1,572 shares; 2025Q3: 1,185 shares 1,185 $356K 0.03% -387 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,777 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,785 shares 5,785 $353K 0.03% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 280 shares; 2025Q1: 259 shares; 2025Q2: 340 shares; 2025Q3: 382 shares 382 $352K 0.03% +42 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,045 shares; 2024Q4: 6,071 shares; 2025Q1: 6,210 shares; 2025Q2: 6,663 shares; 2025Q3: 6,689 shares 6,689 $350K 0.03% +26 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,522 shares; 2025Q1: 7,522 shares; 2025Q2: 7,555 shares; 2025Q3: 7,555 shares 7,555 $350K 0.03% 0 Timeline BIDD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 144,763 shares; 2025Q1: 82,002 shares; 2025Q2: 50,871 shares; 2025Q3: 12,433 shares 12,433 $348K 0.03% -38,438 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,166 shares 3,166 $345K 0.03% new 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: 878 shares; 2024Q4: 912 shares; 2025Q1: 741 shares; 2025Q2: 675 shares; 2025Q3: 750 shares 750 $343K 0.03% +75 Timeline IGF 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: 5,944 shares; 2025Q2: 5,873 shares; 2025Q3: 5,607 shares 5,607 $343K 0.03% -266 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: 15,701 shares; 2024Q4: 23,793 shares; 2025Q1: 23,080 shares; 2025Q2: 23,332 shares; 2025Q3: 22,707 shares 22,707 $339K 0.03% -625 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,120 shares 4,120 $338K 0.03% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,044 shares; 2024Q4: 1,129 shares; 2025Q1: 1,070 shares; 2025Q2: 791 shares; 2025Q3: 756 shares 756 $338K 0.03% -35 Timeline ISCV 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: 6,149 shares; 2024Q4: 6,599 shares; 2025Q1: 6,109 shares; 2025Q2: 5,160 shares; 2025Q3: 5,045 shares 5,045 $336K 0.03% -115 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: not reported; 2024Q4: 361 shares; 2025Q1: not reported; 2025Q2: 342 shares; 2025Q3: 347 shares 347 $336K 0.03% +5 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,847 shares; 2024Q4: not reported; 2025Q1: 2,603 shares; 2025Q2: 2,635 shares; 2025Q3: 2,614 shares 2,614 $335K 0.03% -21 Timeline IBHF 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: 14,099 shares; 2025Q2: 14,099 shares; 2025Q3: 14,099 shares 14,099 $330K 0.03% 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: 4,266 shares; 2024Q4: 12,798 shares; 2025Q1: 12,798 shares; 2025Q2: 12,798 shares; 2025Q3: 12,798 shares 12,798 $329K 0.03% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,192 shares; 2024Q4: 14,638 shares; 2025Q1: 14,583 shares; 2025Q2: 14,020 shares; 2025Q3: 13,919 shares 13,919 $324K 0.03% -101 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,670 shares; 2024Q4: 4,792 shares; 2025Q1: 4,762 shares; 2025Q2: 4,845 shares; 2025Q3: 4,804 shares 4,804 $324K 0.03% -41 Timeline BOW BOWHEAD SPECIALTY HLDGS INC More: the full row for BOWHEAD SPECIALTY HLDGS 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: 19,545 shares; 2025Q2: 11,945 shares; 2025Q3: 11,945 shares 11,945 $323K 0.03% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,905 shares; 2024Q4: 2,600 shares; 2025Q1: 2,228 shares; 2025Q2: 2,228 shares; 2025Q3: 2,415 shares 2,415 $322K 0.03% +187 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,515 shares 3,515 $321K 0.03% new Timeline BSSX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,930 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,842 shares; 2025Q3: 12,534 shares 12,534 $320K 0.03% -4,308 Timeline IXG 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: 2,713 shares 2,713 $317K 0.03% new 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: 3,093 shares; 2024Q4: 3,372 shares; 2025Q1: 3,401 shares; 2025Q2: 3,229 shares; 2025Q3: 3,282 shares 3,282 $313K 0.03% +53 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,159 shares; 2024Q4: 23,260 shares; 2025Q1: 23,459 shares; 2025Q2: 19,691 shares; 2025Q3: 13,292 shares 13,292 $311K 0.03% -6,399 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,375 shares; 2024Q4: 3,310 shares; 2025Q1: 3,334 shares; 2025Q2: 4,209 shares; 2025Q3: 4,183 shares 4,183 $311K 0.03% -26 Timeline SCHI 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: 6,601 shares; 2024Q4: 13,295 shares; 2025Q1: 13,334 shares; 2025Q2: 13,401 shares; 2025Q3: 13,469 shares 13,469 $311K 0.03% +68 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 471 shares; 2025Q1: not reported; 2025Q2: 616 shares; 2025Q3: 670 shares 670 $311K 0.03% +54 Timeline VPU 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: 1,962 shares; 2024Q4: 1,779 shares; 2025Q1: 1,657 shares; 2025Q2: 1,619 shares; 2025Q3: 1,625 shares 1,625 $308K 0.03% +6 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: 615 shares; 2024Q4: 739 shares; 2025Q1: 687 shares; 2025Q2: 637 shares; 2025Q3: 623 shares 623 $306K 0.03% -14 Timeline ESGU 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: 2,321 shares; 2024Q4: 3,202 shares; 2025Q1: 3,239 shares; 2025Q2: 2,403 shares; 2025Q3: 2,097 shares 2,097 $305K 0.03% -306 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,838 shares; 2024Q4: 1,826 shares; 2025Q1: 2,216 shares; 2025Q2: 2,346 shares; 2025Q3: 2,119 shares 2,119 $300K 0.03% -227 Timeline IBTH 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: 12,942 shares; 2025Q2: 12,942 shares; 2025Q3: 12,942 shares 12,942 $291K 0.02% 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: not reported; 2024Q4: 1,769 shares; 2025Q1: 1,687 shares; 2025Q2: 1,722 shares; 2025Q3: 1,728 shares 1,728 $291K 0.02% +6 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: 303 shares; 2024Q4: 303 shares; 2025Q1: 326 shares; 2025Q2: 305 shares; 2025Q3: 311 shares 311 $291K 0.02% +6 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,417 shares 2,417 $290K 0.02% new 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: 1,920 shares; 2024Q4: 1,960 shares; 2025Q1: 1,940 shares; 2025Q2: 1,943 shares; 2025Q3: 1,959 shares 1,959 $289K 0.02% +16 Timeline IBTG 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: 12,588 shares; 2025Q2: 12,588 shares; 2025Q3: 12,588 shares 12,588 $289K 0.02% 0 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,906 shares; 2025Q1: not reported; 2025Q2: 5,277 shares; 2025Q3: 4,981 shares 4,981 $289K 0.02% -296 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: not reported; 2024Q4: not reported; 2025Q1: 12,304 shares; 2025Q2: 12,304 shares; 2025Q3: 12,304 shares 12,304 $287K 0.02% 0 IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,006 shares; 2025Q3: 5,607 shares 5,607 $287K 0.02% +601 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 905 shares; 2024Q4: 918 shares; 2025Q1: 920 shares; 2025Q2: 885 shares; 2025Q3: 885 shares 885 $286K 0.02% 0 Timeline IWO 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: 926 shares; 2024Q4: 1,159 shares; 2025Q1: 890 shares; 2025Q2: 890 shares; 2025Q3: 884 shares 884 $283K 0.02% -6 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 915 shares; 2025Q3: 926 shares 926 $283K 0.02% +11 Timeline BGT BLACKROCK FLOATING RATE INC More: the full row for BLACKROCK FLOATING RATE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,377 shares; 2024Q4: 23,125 shares; 2025Q1: 23,125 shares; 2025Q2: 23,208 shares; 2025Q3: 23,208 shares 23,208 $282K 0.02% 0 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,148 shares; 2025Q1: 1,148 shares; 2025Q2: 1,109 shares; 2025Q3: 1,109 shares 1,109 $282K 0.02% 0 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS 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: 5,456 shares; 2025Q2: 6,256 shares; 2025Q3: 6,659 shares 6,659 $281K 0.02% +403 Timeline ISHARES ISHARES More: the full row for ISHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,468 shares; 2024Q4: 10,468 shares; 2025Q1: 10,468 shares; 2025Q2: 10,468 shares; 2025Q3: 10,468 shares 10,468 $280K 0.02% 0 IBMQ 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: 10,933 shares; 2024Q4: 10,933 shares; 2025Q1: 10,933 shares; 2025Q2: 10,933 shares; 2025Q3: 10,933 shares 10,933 $280K 0.02% 0 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,663 shares; 2024Q4: 4,626 shares; 2025Q1: 3,385 shares; 2025Q2: 2,760 shares; 2025Q3: 2,570 shares 2,570 $280K 0.02% -190 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,338 shares; 2024Q4: 7,499 shares; 2025Q1: 6,899 shares; 2025Q2: 6,826 shares; 2025Q3: 6,568 shares 6,568 $280K 0.02% -258 Timeline IBMO 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: 10,893 shares; 2024Q4: 10,893 shares; 2025Q1: 10,893 shares; 2025Q2: 10,893 shares; 2025Q3: 10,893 shares 10,893 $280K 0.02% 0 Timeline IBMP 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: 10,943 shares; 2024Q4: 10,943 shares; 2025Q1: 10,943 shares; 2025Q2: 10,943 shares; 2025Q3: 10,943 shares 10,943 $279K 0.02% 0 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: 476 shares; 2024Q4: 515 shares; 2025Q1: 514 shares; 2025Q2: 674 shares; 2025Q3: 563 shares 563 $274K 0.02% -111 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: 3,009 shares; 2024Q4: 3,103 shares; 2025Q1: 3,144 shares; 2025Q2: 3,269 shares; 2025Q3: 3,246 shares 3,246 $271K 0.02% -23 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,937 shares; 2024Q4: 1,937 shares; 2025Q1: 1,937 shares; 2025Q2: 1,937 shares; 2025Q3: 1,937 shares 1,937 $271K 0.02% 0 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: 730 shares; 2024Q4: 832 shares; 2025Q1: 649 shares; 2025Q2: 695 shares; 2025Q3: 760 shares 760 $268K 0.02% +65 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 459 shares; 2024Q4: 535 shares; 2025Q1: 495 shares; 2025Q2: 495 shares; 2025Q3: 555 shares 555 $264K 0.02% +60 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: 1,323 shares; 2024Q4: 1,551 shares; 2025Q1: 1,702 shares; 2025Q2: 1,389 shares; 2025Q3: 1,334 shares 1,334 $264K 0.02% -55 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: not reported; 2025Q3: 4,026 shares 4,026 $262K 0.02% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 576 shares; 2025Q2: 522 shares; 2025Q3: 529 shares 529 $259K 0.02% +7 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,838 shares; 2024Q4: 1,975 shares; 2025Q1: 1,980 shares; 2025Q2: 1,837 shares; 2025Q3: 1,932 shares 1,932 $257K 0.02% +95 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,753 shares; 2024Q4: 10,435 shares; 2025Q1: not reported; 2025Q2: 4,273 shares; 2025Q3: 4,214 shares 4,214 $255K 0.02% -59 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS 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: 4,918 shares; 2025Q3: 6,146 shares 6,146 $254K 0.02% +1,228 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: 6,464 shares; 2024Q4: 7,877 shares; 2025Q1: 7,619 shares; 2025Q2: 8,727 shares; 2025Q3: 8,075 shares 8,075 $254K 0.02% -652 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 876 shares; 2024Q4: 960 shares; 2025Q1: 761 shares; 2025Q2: 761 shares; 2025Q3: 731 shares 731 $253K 0.02% -30 Timeline ISCF 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: 12,860 shares; 2024Q4: 8,919 shares; 2025Q1: 6,810 shares; 2025Q2: 6,245 shares; 2025Q3: 6,089 shares 6,089 $250K 0.02% -156 Timeline HDEF 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: 8,510 shares; 2024Q4: 8,511 shares; 2025Q1: 8,511 shares; 2025Q2: 8,511 shares; 2025Q3: 8,511 shares 8,511 $250K 0.02% 0 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,417 shares; 2024Q4: 5,954 shares; 2025Q1: 6,014 shares; 2025Q2: 6,084 shares; 2025Q3: 6,150 shares 6,150 $249K 0.02% +66 Timeline BOTZ 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: not reported; 2025Q3: 7,004 shares 7,004 $248K 0.02% new Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO 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: 3,652 shares; 2025Q2: 3,795 shares; 2025Q3: 3,719 shares 3,719 $246K 0.02% -76 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: 2,284 shares; 2024Q4: 3,320 shares; 2025Q1: 2,294 shares; 2025Q2: 2,324 shares; 2025Q3: 2,443 shares 2,443 $245K 0.02% +119 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,750 shares; 2024Q4: 1,633 shares; 2025Q1: 1,579 shares; 2025Q2: 1,879 shares; 2025Q3: 1,964 shares 1,964 $244K 0.02% +85 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,071 shares; 2024Q4: 1,226 shares; 2025Q1: 1,145 shares; 2025Q2: 1,024 shares; 2025Q3: 986 shares 986 $243K 0.02% -38 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: 2,028 shares; 2024Q4: 2,080 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,265 shares 2,265 $243K 0.02% new Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,900 shares; 2025Q1: not reported; 2025Q2: 3,960 shares; 2025Q3: 4,095 shares 4,095 $243K 0.02% +135 ARKK ARK ETF TR More: the full row for ARK 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: 2,810 shares 2,810 $242K 0.02% new Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: 30 shares; 2025Q1: 29 shares; 2025Q2: 29 shares; 2025Q3: 30 shares 30 $241K 0.02% +1 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 918 shares; 2024Q4: 979 shares; 2025Q1: 909 shares; 2025Q2: 909 shares; 2025Q3: 913 shares 913 $237K 0.02% +4 Timeline VYMI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,783 shares 2,783 $236K 0.02% new 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: 4,894 shares; 2024Q4: not reported; 2025Q1: 5,530 shares; 2025Q2: 3,825 shares; 2025Q3: 3,855 shares 3,855 $234K 0.02% +30 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: 1,868 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,606 shares 1,606 $234K 0.02% new Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB 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: 4,371 shares; 2025Q3: 4,395 shares 4,395 $233K 0.02% +24 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,935 shares; 2025Q1: 1,814 shares; 2025Q2: 1,637 shares; 2025Q3: 1,638 shares 1,638 $233K 0.02% +1 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,206 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,182 shares 1,182 $231K 0.02% new Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,742 shares; 2025Q1: 6,315 shares; 2025Q2: 5,921 shares; 2025Q3: 5,659 shares 5,659 $228K 0.02% -262 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,219 shares; 2024Q4: 1,291 shares; 2025Q1: 1,640 shares; 2025Q2: 1,650 shares; 2025Q3: 1,685 shares 1,685 $227K 0.02% +35 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: 457 shares; 2024Q4: 484 shares; 2025Q1: 425 shares; 2025Q2: 423 shares; 2025Q3: 371 shares 371 $226K 0.02% -52 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: 2,439 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,439 shares; 2025Q3: 2,417 shares 2,417 $226K 0.02% -22 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,038 shares; 2024Q4: 1,076 shares; 2025Q1: 977 shares; 2025Q2: 978 shares; 2025Q3: 916 shares 916 $225K 0.02% -62 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,786 shares; 2024Q4: 10,102 shares; 2025Q1: not reported; 2025Q2: 8,974 shares; 2025Q3: 9,332 shares 9,332 $223K 0.02% +358 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: 7,607 shares; 2025Q3: 8,320 shares 8,320 $223K 0.02% +713 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,337 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,347 shares; 2025Q3: 4,717 shares 4,717 $222K 0.02% +370 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,418 shares; 2025Q1: 3,764 shares; 2025Q2: not reported; 2025Q3: 2,543 shares 2,543 $221K 0.02% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 865 shares; 2024Q4: 877 shares; 2025Q1: 874 shares; 2025Q2: not reported; 2025Q3: 932 shares 932 $220K 0.02% new 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: 1,110 shares; 2024Q4: 1,503 shares; 2025Q1: 1,302 shares; 2025Q2: 940 shares; 2025Q3: 958 shares 958 $218K 0.02% +18 Timeline NXTG 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: 3,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares 2,100 $218K 0.02% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,409 shares 2,409 $217K 0.02% new 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: 4,306 shares; 2024Q4: 9,041 shares; 2025Q1: 7,906 shares; 2025Q2: 7,920 shares; 2025Q3: 8,017 shares 8,017 $216K 0.02% +97 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,020 shares 2,020 $215K 0.02% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,110 shares 1,110 $214K 0.02% new 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: 456 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 432 shares 432 $213K 0.02% new 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: 1,250 shares; 2024Q4: 1,245 shares; 2025Q1: 1,240 shares; 2025Q2: 1,189 shares; 2025Q3: 1,158 shares 1,158 $213K 0.02% -31 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,188 shares; 2024Q4: 6,267 shares; 2025Q1: 6,267 shares; 2025Q2: not reported; 2025Q3: 5,316 shares 5,316 $212K 0.02% new Timeline STIP 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: 2,049 shares 2,049 $212K 0.02% new Timeline AQST AQUESTIVE THERAPEUTICS INC More: the full row for AQUESTIVE 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: 43,900 shares; 2025Q1: 16,400 shares; 2025Q2: 18,365 shares; 2025Q3: 37,865 shares 37,865 $212K 0.02% +19,500 Timeline EQT EQT CORP More: the full row for EQT 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: 3,809 shares; 2025Q2: 3,831 shares; 2025Q3: 3,881 shares 3,881 $211K 0.02% +50 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS 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: 1,863 shares 1,863 $208K 0.02% new Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,120 shares; 2025Q1: 3,106 shares; 2025Q2: not reported; 2025Q3: 2,767 shares 2,767 $208K 0.02% new Timeline JHMD JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,169 shares 5,169 $207K 0.02% new 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: 56 shares; 2025Q2: not reported; 2025Q3: 48 shares 48 $206K 0.02% new Timeline SEIM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,793 shares; 2024Q4: 5,217 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,527 shares 4,527 $206K 0.02% new Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,402 shares 7,402 $205K 0.02% new Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D 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: 114 shares 114 $204K 0.02% new Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,374 shares 5,374 $204K 0.02% new Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 213 shares 213 $204K 0.02% new Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY 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: 8,444 shares; 2025Q3: 8,503 shares 8,503 $203K 0.02% +59 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,997 shares 5,997 $203K 0.02% new Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,294 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,174 shares; 2025Q3: 3,161 shares 3,161 $203K 0.02% -13 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,079 shares 1,079 $202K 0.02% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 619 shares; 2025Q2: 619 shares; 2025Q3: 514 shares 514 $201K 0.02% -105 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,675 shares; 2024Q4: 1,884 shares; 2025Q1: 1,830 shares; 2025Q2: 1,829 shares; 2025Q3: 1,787 shares 1,787 $200K 0.02% -42 Timeline TSSI TSS INC DEL More: the full row for TSS 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: not reported; 2025Q1: 10,355 shares; 2025Q2: 10,860 shares; 2025Q3: 10,860 shares 10,860 $197K 0.02% 0 Timeline DNLI DENALI THERAPEUTICS INC More: the full row for DENALI THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,100 shares; 2024Q4: 10,600 shares; 2025Q1: 10,600 shares; 2025Q2: 10,478 shares; 2025Q3: 12,478 shares 12,478 $181K 0.02% +2,000 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,745 shares; 2024Q4: 11,745 shares; 2025Q1: 13,821 shares; 2025Q2: 14,995 shares; 2025Q3: 17,191 shares 17,191 $171K 0.01% +2,196 Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES 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: 13,325 shares; 2025Q3: 13,325 shares 13,325 $152K 0.01% 0 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,244 shares; 2025Q2: 11,481 shares; 2025Q3: 10,710 shares 10,710 $107K 0.01% -771 Timeline MSD MORGAN STANLEY EMKT DBT FD I More: the full row for MORGAN STANLEY EMKT DBT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,544 shares; 2024Q4: 14,544 shares; 2025Q1: 14,544 shares; 2025Q2: 14,544 shares; 2025Q3: 14,544 shares 14,544 $107K 0.01% 0 Timeline CRDL CARDIOL THERAPEUTICS INC More: the full row for CARDIOL THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares 15,000 $16.1K <0.01% 0 Timeline