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: 323,054 shares; 2024Q2: 260,457 shares; 2024Q3: 265,123 shares; 2024Q4: 714,720 shares; 2025Q1: 671,491 shares; 2025Q2: 410,182 shares; 2025Q3: 311,639 shares 311,639 $8.21M 8.63% -98,543 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: 64,540 shares; 2024Q2: 60,588 shares; 2024Q3: 51,430 shares; 2024Q4: 43,117 shares; 2025Q1: 42,978 shares; 2025Q2: 40,753 shares; 2025Q3: 27,297 shares 27,297 $6.95M 7.31% -13,456 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: 41,050 shares; 2024Q2: 35,817 shares; 2024Q3: 35,390 shares; 2024Q4: 35,668 shares; 2025Q1: 34,394 shares; 2025Q2: 29,822 shares; 2025Q3: 13,192 shares 13,192 $6.83M 7.19% -16,630 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: 31,039 shares; 2024Q2: 30,212 shares; 2024Q3: 30,161 shares; 2024Q4: 37,669 shares; 2025Q1: 30,162 shares; 2025Q2: 30,130 shares; 2025Q3: 29,087 shares 29,087 $4.47M 4.7% -1,043 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: 225,112 shares; 2024Q2: 179,204 shares; 2024Q3: 227,276 shares; 2024Q4: 209,424 shares; 2025Q1: 135,493 shares; 2025Q2: 92,383 shares; 2025Q3: 64,239 shares 64,239 $4.36M 4.58% -28,144 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: 48,999 shares; 2024Q2: 48,810 shares; 2024Q3: 48,645 shares; 2024Q4: 145,360 shares; 2025Q1: 317,087 shares; 2025Q2: 236,825 shares; 2025Q3: 113,542 shares 113,542 $3.1M 3.26% -123,283 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: 13,284 shares; 2024Q2: 46,216 shares; 2024Q3: 43,586 shares; 2024Q4: 39,896 shares; 2025Q1: 32,905 shares; 2025Q2: 20,011 shares; 2025Q3: 13,737 shares 13,737 $2.67M 2.81% -6,274 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 938 shares; 2024Q2: 107,532 shares; 2024Q3: 107,349 shares; 2024Q4: 102,199 shares; 2025Q1: 77,629 shares; 2025Q2: 53,533 shares; 2025Q3: 38,028 shares 38,028 $2.25M 2.37% -15,505 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: 131,882 shares; 2024Q2: 86,580 shares; 2024Q3: 84,588 shares; 2024Q4: 77,087 shares; 2025Q1: 45,325 shares; 2025Q2: 23,645 shares; 2025Q3: 14,735 shares 14,735 $2.15M 2.26% -8,910 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: 41,668 shares; 2024Q2: 57,202 shares; 2024Q3: 56,969 shares; 2024Q4: 55,154 shares; 2025Q1: 61,633 shares; 2025Q2: 40,643 shares; 2025Q3: 20,183 shares 20,183 $1.92M 2.02% -20,460 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: 6,609 shares; 2024Q2: 5,362 shares; 2024Q3: 5,354 shares; 2024Q4: 5,011 shares; 2025Q1: 4,739 shares; 2025Q2: 4,070 shares; 2025Q3: 2,775 shares 2,775 $1.86M 1.95% -1,295 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 23,395 shares; 2024Q3: 24,294 shares; 2024Q4: 24,331 shares; 2025Q1: 34,171 shares; 2025Q2: 36,271 shares; 2025Q3: 30,407 shares 30,407 $1.62M 1.7% -5,864 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 4,371 shares; 2024Q2: 63,790 shares; 2024Q3: 81,262 shares; 2024Q4: 115,035 shares; 2025Q1: 95,320 shares; 2025Q2: 51,145 shares; 2025Q3: 42,175 shares 42,175 $1.53M 1.61% -8,970 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 35,514 shares; 2024Q2: 35,080 shares; 2024Q3: 35,080 shares; 2024Q4: 34,012 shares; 2025Q1: 34,074 shares; 2025Q2: 33,360 shares; 2025Q3: 33,084 shares 33,084 $1.53M 1.61% -276 Timeline VWOB 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: 21,320 shares; 2024Q2: 18,475 shares; 2024Q3: 28,145 shares; 2024Q4: 26,618 shares; 2025Q1: 30,063 shares; 2025Q2: 22,883 shares; 2025Q3: 22,305 shares 22,305 $1.49M 1.57% -578 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 709,894 shares; 2024Q2: 582,733 shares; 2024Q3: 1,092,194 shares; 2024Q4: 1,029,172 shares; 2025Q1: 854,716 shares; 2025Q2: 157,342 shares; 2025Q3: 58,170 shares 58,170 $1.46M 1.54% -99,172 Timeline SCHM 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: 76,990 shares; 2024Q2: 69,605 shares; 2024Q3: 68,977 shares; 2024Q4: 196,309 shares; 2025Q1: 186,922 shares; 2025Q2: 83,791 shares; 2025Q3: 49,277 shares 49,277 $1.46M 1.54% -34,514 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: 174,276 shares; 2024Q2: 125,408 shares; 2024Q3: 122,077 shares; 2024Q4: 234,347 shares; 2025Q1: 760,591 shares; 2025Q2: 612,912 shares; 2025Q3: 54,854 shares 54,854 $1.28M 1.34% -558,058 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: 1,804 shares; 2024Q2: 12,115 shares; 2024Q3: 12,116 shares; 2024Q4: 10,550 shares; 2025Q1: 10,550 shares; 2025Q2: 7,054 shares; 2025Q3: 6,818 shares 6,818 $1.27M 1.34% -236 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,579 shares; 2025Q2: 31,637 shares; 2025Q3: 27,156 shares 27,156 $1.27M 1.33% -4,481 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: 66,470 shares; 2024Q2: 46,360 shares; 2024Q3: 45,334 shares; 2024Q4: 41,899 shares; 2025Q1: 31,765 shares; 2025Q2: 23,657 shares; 2025Q3: 17,095 shares 17,095 $1.26M 1.32% -6,562 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: 5,241 shares; 2024Q2: 5,359 shares; 2024Q3: 5,359 shares; 2024Q4: 6,263 shares; 2025Q1: 6,357 shares; 2025Q2: 5,199 shares; 2025Q3: 4,768 shares 4,768 $1.18M 1.24% -431 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: 153,802 shares; 2024Q2: 151,069 shares; 2024Q3: 23,465 shares; 2024Q4: 23,185 shares; 2025Q1: 23,185 shares; 2025Q2: 11,811 shares; 2025Q3: 4,971 shares 4,971 $1.09M 1.15% -6,840 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: 21,355 shares; 2024Q2: 14,305 shares; 2024Q3: 14,321 shares; 2024Q4: 14,317 shares; 2025Q1: 12,129 shares; 2025Q2: 7,359 shares; 2025Q3: 7,283 shares 7,283 $1.06M 1.12% -76 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: 6,787 shares; 2024Q2: 4,415 shares; 2024Q3: 4,413 shares; 2024Q4: 4,411 shares; 2025Q1: 4,411 shares; 2025Q2: 3,213 shares; 2025Q3: 1,419 shares 1,419 $945K 0.99% -1,794 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: 581 shares; 2024Q2: 31 shares; 2024Q3: 31 shares; 2024Q4: 19,109 shares; 2025Q1: 27,445 shares; 2025Q2: 20,449 shares; 2025Q3: 13,820 shares 13,820 $911K 0.96% -6,629 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: 24,764 shares; 2024Q2: 20,246 shares; 2024Q3: 20,246 shares; 2024Q4: 46,130 shares; 2025Q1: 44,780 shares; 2025Q2: 33,408 shares; 2025Q3: 33,408 shares 33,408 $859K 0.9% 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: 6,639 shares; 2024Q2: 6,631 shares; 2024Q3: 6,638 shares; 2024Q4: 26,563 shares; 2025Q1: 176,118 shares; 2025Q2: 124,680 shares; 2025Q3: 26,600 shares 26,600 $849K 0.89% -98,080 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: 28,723 shares; 2024Q2: 18,258 shares; 2024Q3: 19,045 shares; 2024Q4: 17,532 shares; 2025Q1: 17,532 shares; 2025Q2: 15,226 shares; 2025Q3: 16,406 shares 16,406 $832K 0.88% +1,180 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: 6,709 shares; 2024Q2: 3,752 shares; 2024Q3: 3,640 shares; 2024Q4: 18,823 shares; 2025Q1: 18,824 shares; 2025Q2: 12,718 shares; 2025Q3: 11,083 shares 11,083 $824K 0.87% -1,635 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: 2,293 shares; 2024Q2: 1,789 shares; 2024Q3: 1,791 shares; 2024Q4: 1,415 shares; 2025Q1: 1,417 shares; 2025Q2: 1,361 shares; 2025Q3: 1,338 shares 1,338 $819K 0.86% -23 Timeline TBT 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 24,998 shares; 2025Q1: 24,998 shares; 2025Q2: 23,396 shares; 2025Q3: 23,396 shares 23,396 $790K 0.83% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 350 shares; 2024Q2: 350 shares; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 337 shares 337 $788K 0.83% -13 Timeline MGC 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: 513 shares; 2024Q2: 513 shares; 2024Q3: 513 shares; 2024Q4: 513 shares; 2025Q1: 5,268 shares; 2025Q2: 3,545 shares; 2025Q3: 3,105 shares 3,105 $758K 0.8% -440 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: 2,417 shares; 2024Q2: 2,567 shares; 2024Q3: 2,567 shares; 2024Q4: 2,567 shares; 2025Q1: 2,567 shares; 2025Q2: 7,426 shares; 2025Q3: 7,269 shares 7,269 $751K 0.79% -157 Timeline VXF 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: 3,540 shares; 2024Q2: 3,508 shares; 2024Q3: 3,508 shares; 2024Q4: 3,394 shares; 2025Q1: 3,394 shares; 2025Q2: 3,394 shares; 2025Q3: 3,394 shares 3,394 $711K 0.75% 0 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: 1,400 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,819 shares; 2025Q3: 14,228 shares 14,228 $704K 0.74% -22,591 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: 2,504 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 13,252 shares; 2025Q1: 16,623 shares; 2025Q2: 20,174 shares; 2025Q3: 9,153 shares 9,153 $666K 0.7% -11,021 Timeline IFRA 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: 68,232 shares; 2024Q2: 64,452 shares; 2024Q3: 64,076 shares; 2024Q4: 60,387 shares; 2025Q1: 37,629 shares; 2025Q2: 20,264 shares; 2025Q3: 12,377 shares 12,377 $654K 0.69% -7,887 Timeline JIRE 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: 3,752 shares; 2024Q2: 3,331 shares; 2024Q3: 3,371 shares; 2024Q4: 3,414 shares; 2025Q1: 8,092 shares; 2025Q2: 7,751 shares; 2025Q3: 8,327 shares 8,327 $612K 0.64% +576 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: 58,704 shares; 2024Q2: 46,061 shares; 2024Q3: 46,061 shares; 2024Q4: 37,793 shares; 2025Q1: 35,153 shares; 2025Q2: 30,363 shares; 2025Q3: 6,019 shares 6,019 $603K 0.63% -24,344 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: 20,704 shares; 2024Q2: 20,704 shares; 2024Q3: 19,075 shares; 2024Q4: 19,075 shares; 2025Q1: 22,211 shares; 2025Q2: 22,211 shares; 2025Q3: 22,211 shares 22,211 $596K 0.63% 0 Timeline SCHQ 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: 499,232 shares; 2024Q2: 434,866 shares; 2024Q3: 98,104 shares; 2024Q4: 48,912 shares; 2025Q1: 29,626 shares; 2025Q2: 16,816 shares; 2025Q3: 17,979 shares 17,979 $581K 0.61% +1,163 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: 7,481 shares; 2024Q2: 7,445 shares; 2024Q3: 7,445 shares; 2024Q4: 7,445 shares; 2025Q1: 11,743 shares; 2025Q2: 11,203 shares; 2025Q3: 8,808 shares 8,808 $575K 0.6% -2,395 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: 14,177 shares; 2024Q2: 14,118 shares; 2024Q3: 14,118 shares; 2024Q4: 14,118 shares; 2025Q1: 14,133 shares; 2025Q2: 8,331 shares; 2025Q3: 8,331 shares 8,331 $575K 0.6% 0 Timeline UCON 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: 82,830 shares; 2024Q2: 56,914 shares; 2024Q3: 55,977 shares; 2024Q4: 49,231 shares; 2025Q1: 47,229 shares; 2025Q2: 28,574 shares; 2025Q3: 21,207 shares 21,207 $534K 0.56% -7,367 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 10,011 shares; 2024Q2: 10,643 shares; 2024Q3: 10,643 shares; 2024Q4: 10,643 shares; 2025Q1: 10,643 shares; 2025Q2: 11,066 shares; 2025Q3: 10,655 shares 10,655 $520K 0.55% -411 Timeline SCHC 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: 57,984 shares; 2024Q2: 48,150 shares; 2024Q3: 48,150 shares; 2024Q4: 45,176 shares; 2025Q1: 29,041 shares; 2025Q2: 13,090 shares; 2025Q3: 10,920 shares 10,920 $497K 0.52% -2,170 Timeline SPMB 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: 64,523 shares; 2024Q2: 38,884 shares; 2024Q3: 30,165 shares; 2024Q4: 29,159 shares; 2025Q1: 28,205 shares; 2025Q2: 25,732 shares; 2025Q3: 21,941 shares 21,941 $492K 0.52% -3,791 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,542 shares; 2025Q3: 13,190 shares 13,190 $451K 0.47% -2,352 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 163 shares; 2024Q2: 70 shares; 2024Q3: 70 shares; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 20,029 shares; 2025Q3: 5,472 shares 5,472 $437K 0.46% -14,557 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 15,080 shares; 2025Q1: 14,853 shares; 2025Q2: 6,495 shares; 2025Q3: 3,486 shares 3,486 $422K 0.44% -3,009 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: 1,405 shares; 2024Q2: 1,405 shares; 2024Q3: 1,405 shares; 2024Q4: 1,406 shares; 2025Q1: 1,356 shares; 2025Q2: 576 shares; 2025Q3: 550 shares 550 $404K 0.43% -26 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: 4,022 shares; 2024Q2: 4,022 shares; 2024Q3: 4,022 shares; 2024Q4: 4,022 shares; 2025Q1: 4,022 shares; 2025Q2: 4,022 shares; 2025Q3: 4,022 shares 4,022 $394K 0.41% 0 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 131,668 shares; 2024Q2: 54,554 shares; 2024Q3: 52,562 shares; 2024Q4: 45,972 shares; 2025Q1: 39,718 shares; 2025Q2: 30,387 shares; 2025Q3: 8,280 shares 8,280 $387K 0.41% -22,107 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: 1,391 shares; 2024Q2: 1,274 shares; 2024Q3: 1,261 shares; 2024Q4: 1,060 shares; 2025Q1: 936 shares; 2025Q2: 575 shares; 2025Q3: 415 shares 415 $384K 0.4% -160 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,043 shares; 2025Q3: 10,143 shares 10,143 $384K 0.4% -3,900 Timeline EMXC 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: 342 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,382 shares; 2025Q1: 3,382 shares; 2025Q2: 5,661 shares; 2025Q3: 5,661 shares 5,661 $382K 0.4% 0 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 190,654 shares; 2024Q2: 90,801 shares; 2024Q3: 91,664 shares; 2024Q4: 68,236 shares; 2025Q1: 69,274 shares; 2025Q2: 48,881 shares; 2025Q3: 13,781 shares 13,781 $356K 0.37% -35,100 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 11,133 shares; 2024Q2: 9,018 shares; 2024Q3: 9,018 shares; 2024Q4: 18,036 shares; 2025Q1: 18,036 shares; 2025Q2: 14,986 shares; 2025Q3: 14,575 shares 14,575 $356K 0.37% -411 Timeline IYW 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: 6,238 shares; 2024Q2: 16,175 shares; 2024Q3: 15,892 shares; 2024Q4: 14,234 shares; 2025Q1: 11,442 shares; 2025Q2: 5,223 shares; 2025Q3: 1,783 shares 1,783 $349K 0.37% -3,440 Timeline SCHZ 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: 320 shares; 2024Q2: 35,282 shares; 2024Q3: 99,096 shares; 2024Q4: 106,479 shares; 2025Q1: 143,026 shares; 2025Q2: 50,235 shares; 2025Q3: 14,870 shares 14,870 $349K 0.37% -35,365 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: 491 shares; 2024Q2: 491 shares; 2024Q3: 491 shares; 2024Q4: 491 shares; 2025Q1: 491 shares; 2025Q2: 491 shares; 2025Q3: 491 shares 491 $343K 0.36% 0 Timeline VUSB 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: 104,022 shares; 2024Q2: 103,931 shares; 2024Q3: 103,931 shares; 2024Q4: 103,931 shares; 2025Q1: 100,431 shares; 2025Q2: 67,900 shares; 2025Q3: 6,200 shares 6,200 $310K 0.33% -61,700 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: 3,002 shares; 2024Q2: 3,002 shares; 2024Q3: 3,002 shares; 2024Q4: 2,936 shares; 2025Q1: 2,936 shares; 2025Q2: 2,084 shares; 2025Q3: 1,084 shares 1,084 $306K 0.32% -1,000 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: 16,289 shares; 2024Q2: 15,497 shares; 2024Q3: 14,705 shares; 2024Q4: 15,375 shares; 2025Q1: 14,413 shares; 2025Q2: 14,088 shares; 2025Q3: 3,558 shares 3,558 $299K 0.31% -10,530 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: 11,954 shares; 2024Q2: 11,910 shares; 2024Q3: 11,912 shares; 2024Q4: 34,508 shares; 2025Q1: 34,512 shares; 2025Q2: 26,347 shares; 2025Q3: 10,250 shares 10,250 $298K 0.31% -16,097 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: 3,456 shares; 2024Q2: 2,611 shares; 2024Q3: 2,611 shares; 2024Q4: 2,021 shares; 2025Q1: 2,021 shares; 2025Q2: 1,955 shares; 2025Q3: 535 shares 535 $269K 0.28% -1,420 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: 15,246 shares; 2024Q2: 31,920 shares; 2024Q3: 32,933 shares; 2024Q4: 55,740 shares; 2025Q1: 49,258 shares; 2025Q2: 23,589 shares; 2025Q3: 9,221 shares 9,221 $257K 0.27% -14,368 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,436 shares; 2024Q2: 3,067 shares; 2024Q3: 3,067 shares; 2024Q4: 3,120 shares; 2025Q1: 3,120 shares; 2025Q2: 3,103 shares; 2025Q3: 3,031 shares 3,031 $250K 0.26% -72 Timeline AVEM 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: 2,002 shares; 2024Q2: 1,764 shares; 2024Q3: 1,764 shares; 2024Q4: 1,808 shares; 2025Q1: 5,160 shares; 2025Q2: 3,528 shares; 2025Q3: 3,294 shares 3,294 $247K 0.26% -234 Timeline FNDF 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: 5,455 shares; 2024Q2: 5,455 shares; 2024Q3: 5,455 shares; 2024Q4: 5,455 shares; 2025Q1: 5,455 shares; 2025Q2: 5,455 shares; 2025Q3: 5,455 shares 5,455 $234K 0.25% 0 Timeline BILS 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: 6,956 shares; 2024Q2: 4,735 shares; 2024Q3: 4,412 shares; 2024Q4: 3,430 shares; 2025Q1: 3,430 shares; 2025Q2: 2,325 shares; 2025Q3: 2,325 shares 2,325 $231K 0.24% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 4,306 shares; 2024Q2: 1,157 shares; 2024Q3: 1,157 shares; 2024Q4: 917 shares; 2025Q1: 1,125 shares; 2025Q2: 891 shares; 2025Q3: 891 shares 891 $227K 0.24% 0 Timeline SHLD 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,146 shares 3,146 $221K 0.23% new Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 90,291 shares; 2024Q2: 66,387 shares; 2024Q3: 66,109 shares; 2024Q4: 62,821 shares; 2025Q1: 96,505 shares; 2025Q2: 63,099 shares; 2025Q3: 6,371 shares 6,371 $213K 0.22% -56,728 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 84,730 shares; 2024Q2: 39,487 shares; 2024Q3: 42,181 shares; 2024Q4: 31,382 shares; 2025Q1: 17,964 shares; 2025Q2: 9,865 shares; 2025Q3: 3,309 shares 3,309 $211K 0.22% -6,556 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: 543 shares; 2024Q2: 545 shares; 2024Q3: 547 shares; 2024Q4: 548 shares; 2025Q1: 550 shares; 2025Q2: 551 shares; 2025Q3: 553 shares 553 $202K 0.21% +2 Timeline ACWX 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: 3,486 shares; 2024Q2: 3,486 shares; 2024Q3: 3,486 shares; 2024Q4: 3,030 shares; 2025Q1: 3,030 shares; 2025Q2: 3,030 shares; 2025Q3: 3,030 shares 3,030 $197K 0.21% 0 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: 867 shares; 2024Q2: 867 shares; 2024Q3: 684 shares; 2024Q4: 684 shares; 2025Q1: 684 shares; 2025Q2: 684 shares; 2025Q3: 684 shares 684 $193K 0.2% 0 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,671 shares; 2025Q2: 10,931 shares; 2025Q3: 3,964 shares 3,964 $169K 0.18% -6,967 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: 22,580 shares; 2024Q2: 17,671 shares; 2024Q3: 17,671 shares; 2024Q4: 13,106 shares; 2025Q1: 8,655 shares; 2025Q2: 7,849 shares; 2025Q3: 1,948 shares 1,948 $153K 0.16% -5,901 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 230 shares; 2024Q4: 262 shares; 2025Q1: 353 shares; 2025Q2: 1,963 shares; 2025Q3: 3,672 shares 3,672 $149K 0.16% +1,709 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: 31,695 shares; 2024Q2: 1,908 shares; 2024Q3: 1,908 shares; 2024Q4: 1,908 shares; 2025Q1: 1,908 shares; 2025Q2: 1,753 shares; 2025Q3: 1,753 shares 1,753 $147K 0.15% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,176 shares; 2024Q2: 476 shares; 2024Q3: 476 shares; 2024Q4: 476 shares; 2025Q1: 476 shares; 2025Q2: 476 shares; 2025Q3: 476 shares 476 $134K 0.14% 0 Timeline SPIP 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: 44,352 shares; 2024Q2: 63,925 shares; 2024Q3: 31,069 shares; 2024Q4: 21,773 shares; 2025Q1: 15,833 shares; 2025Q2: 11,115 shares; 2025Q3: 4,992 shares 4,992 $131K 0.14% -6,123 Timeline ICVT 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: 10,962 shares; 2024Q2: 5,370 shares; 2024Q3: 6,496 shares; 2024Q4: 5,312 shares; 2025Q1: 4,910 shares; 2025Q2: 2,619 shares; 2025Q3: 1,311 shares 1,311 $131K 0.14% -1,308 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,134 shares; 2024Q2: 3,134 shares; 2024Q3: 3,134 shares; 2024Q4: 3,134 shares; 2025Q1: 3,134 shares; 2025Q2: 3,134 shares; 2025Q3: 3,134 shares 3,134 $124K 0.13% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,376 shares; 2024Q2: 1,255 shares; 2024Q3: 1,260 shares; 2024Q4: 1,242 shares; 2025Q1: 1,247 shares; 2025Q2: 1,251 shares; 2025Q3: 1,253 shares 1,253 $120K 0.13% +2 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,535 shares; 2024Q4: 3,535 shares; 2025Q1: 3,535 shares; 2025Q2: 3,535 shares; 2025Q3: 3,535 shares 3,535 $114K 0.12% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 949 shares; 2024Q2: 584 shares; 2024Q3: 584 shares; 2024Q4: 584 shares; 2025Q1: 584 shares; 2025Q2: 384 shares; 2025Q3: 384 shares 384 $108K 0.11% 0 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,274 shares; 2024Q2: 2,124 shares; 2024Q3: 2,124 shares; 2024Q4: 2,124 shares; 2025Q1: 2,124 shares; 2025Q2: 2,124 shares; 2025Q3: 2,124 shares 2,124 $107K 0.11% 0 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: 17,162 shares; 2024Q2: 11,329 shares; 2024Q3: 11,329 shares; 2024Q4: 9,956 shares; 2025Q1: 27,701 shares; 2025Q2: 16,700 shares; 2025Q3: 1,193 shares 1,193 $107K 0.11% -15,507 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: 2,672 shares; 2024Q2: 1,885 shares; 2024Q3: 1,885 shares; 2024Q4: 1,728 shares; 2025Q1: 1,728 shares; 2025Q2: 1,390 shares; 2025Q3: 1,123 shares 1,123 $105K 0.11% -267 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: 888 shares; 2024Q2: 313 shares; 2024Q3: 313 shares; 2024Q4: 313 shares; 2025Q1: 313 shares; 2025Q2: 313 shares; 2025Q3: 313 shares 313 $104K 0.11% 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: 292 shares; 2024Q2: 292 shares; 2024Q3: 292 shares; 2024Q4: 292 shares; 2025Q1: 292 shares; 2025Q2: 292 shares; 2025Q3: 292 shares 292 $103K 0.11% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 577 shares; 2024Q2: 467 shares; 2024Q3: 467 shares; 2024Q4: 317 shares; 2025Q1: 317 shares; 2025Q2: 301 shares; 2025Q3: 301 shares 301 $103K 0.11% 0 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: 1,304 shares; 2024Q2: 579 shares; 2024Q3: 579 shares; 2024Q4: 459 shares; 2025Q1: 459 shares; 2025Q2: 422 shares; 2025Q3: 320 shares 320 $101K 0.11% -102 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: 7,073 shares; 2024Q2: 5,895 shares; 2024Q3: 5,833 shares; 2024Q4: 5,834 shares; 2025Q1: 5,833 shares; 2025Q2: 1,543 shares; 2025Q3: 403 shares 403 $98K 0.1% -1,140 Timeline SLVP 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,718 shares; 2025Q3: 3,500 shares 3,500 $95.8K 0.1% +782 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: 1,382 shares; 2024Q2: 716 shares; 2024Q3: 716 shares; 2024Q4: 716 shares; 2025Q1: 717 shares; 2025Q2: 351 shares; 2025Q3: 306 shares 306 $93K 0.1% -45 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 6,679 shares; 2024Q2: 4,582 shares; 2024Q3: 4,582 shares; 2024Q4: 5,138 shares; 2025Q1: 6,439 shares; 2025Q2: 6,338 shares; 2025Q3: 1,689 shares 1,689 $90.2K 0.09% -4,649 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: 1,980 shares; 2024Q2: 1,560 shares; 2024Q3: 1,560 shares; 2024Q4: 1,380 shares; 2025Q1: 1,380 shares; 2025Q2: 667 shares; 2025Q3: 367 shares 367 $89.2K 0.09% -300 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: 420 shares; 2024Q2: 263 shares; 2024Q3: 263 shares; 2024Q4: 263 shares; 2025Q1: 263 shares; 2025Q2: 263 shares; 2025Q3: 263 shares 263 $87.5K 0.09% 0 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,365 shares; 2024Q2: 3,424 shares; 2024Q3: 3,424 shares; 2024Q4: 3,477 shares; 2025Q1: 3,477 shares; 2025Q2: 1,074 shares; 2025Q3: 1,074 shares 1,074 $86.1K 0.09% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 800 shares; 2024Q2: 1,800 shares; 2024Q3: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,000 shares 1,000 $82.3K 0.09% -800 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: 590 shares; 2024Q2: 590 shares; 2024Q3: 590 shares; 2024Q4: 590 shares; 2025Q1: 590 shares; 2025Q2: 590 shares; 2025Q3: 590 shares 590 $82.1K 0.09% 0 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: 850 shares; 2024Q2: 850 shares; 2024Q3: 850 shares; 2024Q4: 850 shares; 2025Q1: 1,022 shares; 2025Q2: 1,022 shares; 2025Q3: 1,022 shares 1,022 $78.1K 0.08% 0 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: 283 shares; 2024Q2: 283 shares; 2024Q3: 283 shares; 2024Q4: 283 shares; 2025Q1: 283 shares; 2025Q2: 283 shares; 2025Q3: 283 shares 283 $67.1K 0.07% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,494 shares; 2024Q2: 2,401 shares; 2024Q3: 2,401 shares; 2024Q4: 2,401 shares; 2025Q1: 2,216 shares; 2025Q2: 1,563 shares; 2025Q3: 564 shares 564 $63.6K 0.07% -999 Timeline IXN 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: 750 shares; 2024Q2: 750 shares; 2024Q3: 750 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares 600 $61.9K 0.07% 0 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: 10,260 shares; 2024Q2: 9,036 shares; 2024Q3: 9,181 shares; 2024Q4: 7,776 shares; 2025Q1: 7,939 shares; 2025Q2: 2,652 shares; 2025Q3: 1,403 shares 1,403 $60K 0.06% -1,249 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,068 shares; 2025Q3: 988 shares 988 $53K 0.06% -80 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: 921 shares; 2024Q2: 919 shares; 2024Q3: 919 shares; 2024Q4: 919 shares; 2025Q1: 919 shares; 2025Q2: 919 shares; 2025Q3: 219 shares 219 $53K 0.06% -700 Timeline BOND 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: 3,240 shares; 2024Q2: 2,705 shares; 2024Q3: 2,795 shares; 2024Q4: 1,710 shares; 2025Q1: 1,742 shares; 2025Q2: 1,059 shares; 2025Q3: 565 shares 565 $52.7K 0.06% -494 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,072 shares; 2024Q2: 1,072 shares; 2024Q3: 972 shares; 2024Q4: 862 shares; 2025Q1: 837 shares; 2025Q2: 812 shares; 2025Q3: 72 shares 72 $51.7K 0.05% -740 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,438 shares; 2024Q2: 3,124 shares; 2024Q3: 3,124 shares; 2024Q4: 3,124 shares; 2025Q1: 3,124 shares; 2025Q2: 1,037 shares; 2025Q3: 1,037 shares 1,037 $50.1K 0.05% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 5,945 shares; 2024Q2: 5,042 shares; 2024Q3: 4,706 shares; 2024Q4: 5,493 shares; 2025Q1: 7,664 shares; 2025Q2: 7,367 shares; 2025Q3: 572 shares 572 $49.9K 0.05% -6,795 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: 101 shares; 2024Q2: 101 shares; 2024Q3: 101 shares; 2024Q4: 101 shares; 2025Q1: 101 shares; 2025Q2: 101 shares; 2025Q3: 101 shares 101 $48.4K 0.05% 0 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: 7,584 shares; 2024Q2: 1,539 shares; 2024Q3: 1,539 shares; 2024Q4: 1,356 shares; 2025Q1: 1,356 shares; 2025Q2: 556 shares; 2025Q3: 556 shares 556 $46.1K 0.05% 0 Timeline BKCI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,575 shares; 2024Q2: 2,575 shares; 2024Q3: 2,575 shares; 2024Q4: 2,575 shares; 2025Q1: 2,575 shares; 2025Q2: 892 shares; 2025Q3: 892 shares 892 $46K 0.05% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 8,131 shares; 2024Q2: 7,532 shares; 2024Q3: 7,533 shares; 2024Q4: 7,534 shares; 2025Q1: 4,530 shares; 2025Q2: 4,391 shares; 2025Q3: 663 shares 663 $45.3K 0.05% -3,728 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,886 shares; 2024Q2: 1,644 shares; 2024Q3: 1,610 shares; 2024Q4: 1,193 shares; 2025Q1: 1,193 shares; 2025Q2: 915 shares; 2025Q3: 463 shares 463 $44.7K 0.05% -452 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 663 shares; 2024Q2: 663 shares; 2024Q3: 663 shares; 2024Q4: 663 shares; 2025Q1: 663 shares; 2025Q2: 663 shares; 2025Q3: 663 shares 663 $44.6K 0.05% 0 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: 2,234 shares; 2024Q2: 1,940 shares; 2024Q3: 1,940 shares; 2024Q4: 1,940 shares; 2025Q1: 1,940 shares; 2025Q2: 1,940 shares; 2025Q3: 90 shares 90 $42.2K 0.04% -1,850 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: 36,612 shares; 2024Q2: 34,991 shares; 2024Q3: 33,661 shares; 2024Q4: 31,597 shares; 2025Q1: 22,441 shares; 2025Q2: 14,868 shares; 2025Q3: 1,249 shares 1,249 $41.9K 0.04% -13,619 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: 4,819 shares; 2024Q2: 4,629 shares; 2024Q3: 4,629 shares; 2024Q4: 4,567 shares; 2025Q1: 4,247 shares; 2025Q2: 2,693 shares; 2025Q3: 629 shares 629 $41.7K 0.04% -2,064 Timeline SLVR 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 935 shares 935 $41.4K 0.04% new 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: 3,082 shares; 2024Q2: 1,640 shares; 2024Q3: 1,640 shares; 2024Q4: 1,640 shares; 2025Q1: 1,330 shares; 2025Q2: 1,297 shares; 2025Q3: 546 shares 546 $39K 0.04% -751 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,905 shares; 2024Q2: 3,833 shares; 2024Q3: 3,833 shares; 2024Q4: 3,833 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares 500 $39K 0.04% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,407 shares; 2024Q2: 1,268 shares; 2024Q3: 1,268 shares; 2024Q4: 1,268 shares; 2025Q1: 1,568 shares; 2025Q2: 1,218 shares; 2025Q3: 458 shares 458 $38.8K 0.04% -760 Timeline HYD 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 750 shares 750 $38.2K 0.04% new 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: 1,891 shares; 2024Q2: 2,115 shares; 2024Q3: 2,265 shares; 2024Q4: 3,994 shares; 2025Q1: 5,982 shares; 2025Q2: 1,201 shares; 2025Q3: 812 shares 812 $37.6K 0.04% -389 Timeline HEFA 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: not reported; 2024Q2: 30,209 shares; 2024Q3: 3,490 shares; 2024Q4: 2,429 shares; 2025Q1: 1,885 shares; 2025Q2: 1,885 shares; 2025Q3: 925 shares 925 $36.6K 0.04% -960 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,861 shares; 2025Q2: 477 shares; 2025Q3: 477 shares 477 $36.4K 0.04% 0 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: 8,068 shares; 2024Q2: 526 shares; 2024Q3: 526 shares; 2024Q4: 526 shares; 2025Q1: 526 shares; 2025Q2: 190 shares; 2025Q3: 190 shares 190 $35.4K 0.04% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 4,218 shares; 2024Q2: 3,950 shares; 2024Q3: 3,950 shares; 2024Q4: 3,951 shares; 2025Q1: 618 shares; 2025Q2: 618 shares; 2025Q3: 500 shares 500 $33.8K 0.04% -118 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 319 shares; 2024Q2: 319 shares; 2024Q3: 319 shares; 2024Q4: 206 shares; 2025Q1: 206 shares; 2025Q2: 206 shares; 2025Q3: 206 shares 206 $32.9K 0.03% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 610 shares; 2024Q2: 610 shares; 2024Q3: 610 shares; 2024Q4: 610 shares; 2025Q1: 610 shares; 2025Q2: 610 shares; 2025Q3: 610 shares 610 $32.9K 0.03% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 115 shares; 2024Q2: 115 shares; 2024Q3: 115 shares; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 115 shares 115 $32.1K 0.03% 0 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 901 shares; 2024Q2: 901 shares; 2024Q3: 901 shares; 2024Q4: 901 shares; 2025Q1: 901 shares; 2025Q2: 901 shares; 2025Q3: 901 shares 901 $31.2K 0.03% 0 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: 2,553 shares; 2024Q2: 2,553 shares; 2024Q3: 2,553 shares; 2024Q4: 2,553 shares; 2025Q1: 2,553 shares; 2025Q2: 2,553 shares; 2025Q3: 2,553 shares 2,553 $30.5K 0.03% 0 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: 291 shares; 2024Q2: 262 shares; 2024Q3: 262 shares; 2024Q4: 262 shares; 2025Q1: 262 shares; 2025Q2: 62 shares; 2025Q3: 62 shares 62 $30.4K 0.03% 0 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: 475 shares; 2024Q2: 475 shares; 2024Q3: 475 shares; 2024Q4: 475 shares; 2025Q1: 475 shares; 2025Q2: 475 shares; 2025Q3: 475 shares 475 $29.8K 0.03% 0 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,450 shares; 2024Q2: 2,083 shares; 2024Q3: 2,163 shares; 2024Q4: 1,331 shares; 2025Q1: 1,398 shares; 2025Q2: 913 shares; 2025Q3: 613 shares 613 $29.1K 0.03% -300 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 154 shares; 2024Q2: 154 shares; 2024Q3: 154 shares; 2024Q4: 154 shares; 2025Q1: 154 shares; 2025Q2: 154 shares; 2025Q3: 154 shares 154 $28.9K 0.03% 0 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: 183 shares; 2024Q2: 63 shares; 2024Q3: 63 shares; 2024Q4: 63 shares; 2025Q1: 63 shares; 2025Q2: 63 shares; 2025Q3: 63 shares 63 $28.2K 0.03% 0 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares 2,200 $27.2K 0.03% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,233 shares; 2024Q2: 656 shares; 2024Q3: 656 shares; 2024Q4: 656 shares; 2025Q1: 656 shares; 2025Q2: 168 shares; 2025Q3: 168 shares 168 $27.2K 0.03% 0 Timeline LIT 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: 462 shares; 2024Q2: 462 shares; 2024Q3: 462 shares; 2024Q4: 462 shares; 2025Q1: 462 shares; 2025Q2: 462 shares; 2025Q3: 462 shares 462 $26.3K 0.03% 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: 161 shares; 2024Q2: 161 shares; 2024Q3: 161 shares; 2024Q4: 161 shares; 2025Q1: 161 shares; 2025Q2: 106 shares; 2025Q3: 106 shares 106 $26K 0.03% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 81 shares; 2024Q2: 81 shares; 2024Q3: 81 shares; 2024Q4: 81 shares; 2025Q1: 81 shares; 2025Q2: 34 shares; 2025Q3: 34 shares 34 $25.4K 0.03% 0 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: 5,381 shares; 2024Q2: 5,381 shares; 2024Q3: 5,380 shares; 2024Q4: 5,160 shares; 2025Q1: 2,160 shares; 2025Q2: 963 shares; 2025Q3: 805 shares 805 $25.3K 0.03% -158 Timeline CRVS CORVUS PHARMACEUTICALS INC More: the full row for CORVUS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,397 shares; 2024Q2: 3,397 shares; 2024Q3: 3,397 shares; 2024Q4: 3,397 shares; 2025Q1: 3,397 shares; 2025Q2: 3,397 shares; 2025Q3: 3,397 shares 3,397 $25K 0.03% 0 Timeline IXC 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: 52,341 shares; 2024Q2: 565 shares; 2024Q3: 565 shares; 2024Q4: 565 shares; 2025Q1: 565 shares; 2025Q2: 565 shares; 2025Q3: 565 shares 565 $23.6K 0.02% 0 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 240 shares; 2024Q2: 240 shares; 2024Q3: 240 shares; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 240 shares; 2025Q3: 240 shares 240 $23.2K 0.02% 0 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: 224 shares; 2024Q2: 224 shares; 2024Q3: 224 shares; 2024Q4: 224 shares; 2025Q1: 224 shares; 2025Q2: 224 shares; 2025Q3: 224 shares 224 $23.1K 0.02% 0 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: 355 shares; 2024Q2: 355 shares; 2024Q3: 355 shares; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 110 shares 110 $22.4K 0.02% 0 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: 6,104 shares; 2024Q2: 4,054 shares; 2024Q3: 3,984 shares; 2024Q4: 3,984 shares; 2025Q1: 3,313 shares; 2025Q2: 443 shares; 2025Q3: 433 shares 433 $21.9K 0.02% -10 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: 185 shares; 2024Q2: 185 shares; 2024Q3: 185 shares; 2024Q4: 185 shares; 2025Q1: 185 shares; 2025Q2: 151 shares; 2025Q3: 151 shares 151 $21.8K 0.02% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 274 shares; 2024Q2: 274 shares; 2024Q3: 274 shares; 2024Q4: 274 shares; 2025Q1: 274 shares; 2025Q2: 274 shares; 2025Q3: 274 shares 274 $21.5K 0.02% 0 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: 1,874 shares; 2024Q2: 676 shares; 2024Q3: 676 shares; 2024Q4: 676 shares; 2025Q1: 676 shares; 2025Q2: 575 shares; 2025Q3: 488 shares 488 $21.4K 0.02% -87 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: 36 shares; 2024Q2: 36 shares; 2024Q3: 36 shares; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 31 shares; 2025Q3: 31 shares 31 $21.2K 0.02% 0 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: 3,947 shares; 2024Q2: 352 shares; 2024Q3: 352 shares; 2024Q4: 352 shares; 2025Q1: 352 shares; 2025Q2: 352 shares; 2025Q3: 352 shares 352 $21.1K 0.02% 0 Timeline PICK 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: 459 shares; 2024Q2: 459 shares; 2024Q3: 459 shares; 2024Q4: 459 shares; 2025Q1: 459 shares; 2025Q2: 459 shares; 2025Q3: 459 shares 459 $20.4K 0.02% 0 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: 150 shares; 2024Q2: 62 shares; 2024Q3: 62 shares; 2024Q4: 62 shares; 2025Q1: 62 shares; 2025Q2: 57 shares; 2025Q3: 57 shares 57 $19.7K 0.02% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,134 shares; 2024Q2: 649 shares; 2024Q3: 649 shares; 2024Q4: 473 shares; 2025Q1: 473 shares; 2025Q2: 473 shares; 2025Q3: 357 shares 357 $19.3K 0.02% -116 Timeline JEMA 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: 400 shares; 2024Q2: 400 shares; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares 400 $19K 0.02% 0 Timeline VDE 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: 152 shares; 2024Q2: 152 shares; 2024Q3: 152 shares; 2024Q4: 152 shares; 2025Q1: 152 shares; 2025Q2: 152 shares; 2025Q3: 151 shares 151 $19K 0.02% -1 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: 65 shares; 2024Q2: 63 shares; 2024Q3: 63 shares; 2024Q4: 63 shares; 2025Q1: 63 shares; 2025Q2: 63 shares; 2025Q3: 63 shares 63 $19K 0.02% 0 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: 96 shares; 2024Q2: 41 shares; 2024Q3: 41 shares; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: 41 shares; 2025Q3: 41 shares 41 $18.7K 0.02% 0 Timeline 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: 3,257 shares; 2024Q2: 3,108 shares; 2024Q3: 3,108 shares; 2024Q4: 3,108 shares; 2025Q1: 318 shares; 2025Q2: 200 shares; 2025Q3: 200 shares 200 $17.3K 0.02% 0 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: 59 shares; 2024Q2: 59 shares; 2024Q3: 59 shares; 2024Q4: 59 shares; 2025Q1: 59 shares; 2025Q2: 59 shares; 2025Q3: 59 shares 59 $16.7K 0.02% 0 Timeline SG SWEETGREEN INC More: the full row for SWEETGREEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares 2,000 $16K 0.02% new Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 58 shares; 2024Q2: 58 shares; 2024Q3: 58 shares; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 58 shares; 2025Q3: 58 shares 58 $16K 0.02% 0 Timeline VIS 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: 53 shares; 2024Q2: 53 shares; 2024Q3: 53 shares; 2024Q4: 53 shares; 2025Q1: 53 shares; 2025Q2: 53 shares; 2025Q3: 53 shares 53 $15.7K 0.02% 0 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 109 shares; 2024Q2: 109 shares; 2024Q3: 109 shares; 2024Q4: 109 shares; 2025Q1: 109 shares; 2025Q2: 109 shares; 2025Q3: 109 shares 109 $15.5K 0.02% 0 Timeline CORP 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: 650 shares; 2024Q2: 535 shares; 2024Q3: 570 shares; 2024Q4: 589 shares; 2025Q1: 608 shares; 2025Q2: 258 shares; 2025Q3: 156 shares 156 $15.4K 0.02% -102 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: 548 shares; 2024Q2: 548 shares; 2024Q3: 548 shares; 2024Q4: 363 shares; 2025Q1: 363 shares; 2025Q2: 363 shares; 2025Q3: 63 shares 63 $14.8K 0.02% -300 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: 978 shares; 2024Q2: 978 shares; 2024Q3: 978 shares; 2024Q4: 978 shares; 2025Q1: 978 shares; 2025Q2: 978 shares; 2025Q3: 978 shares 978 $14.1K 0.01% 0 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: 1,800 shares; 2024Q2: 1,680 shares; 2024Q3: 1,680 shares; 2024Q4: 1,680 shares; 2025Q1: 1,680 shares; 2025Q2: 1,021 shares; 2025Q3: 271 shares 271 $14K 0.01% -750 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: 631 shares; 2024Q2: 443 shares; 2024Q3: 443 shares; 2024Q4: 443 shares; 2025Q1: 443 shares; 2025Q2: 443 shares; 2025Q3: 136 shares 136 $13.6K 0.01% -307 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: 1,161 shares; 2024Q2: 1,161 shares; 2024Q3: 1,161 shares; 2024Q4: 1,161 shares; 2025Q1: 1,161 shares; 2025Q2: 141 shares; 2025Q3: 141 shares 141 $13.5K 0.01% 0 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: 154 shares; 2024Q2: 154 shares; 2024Q3: 154 shares; 2024Q4: 154 shares; 2025Q1: 154 shares; 2025Q2: 104 shares; 2025Q3: 104 shares 104 $13.5K 0.01% 0 Timeline VAW 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: 62 shares; 2024Q2: 62 shares; 2024Q3: 62 shares; 2024Q4: 62 shares; 2025Q1: 62 shares; 2025Q2: 62 shares; 2025Q3: 62 shares 62 $12.7K 0.01% 0 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 256 shares; 2024Q2: 256 shares; 2024Q3: 256 shares; 2024Q4: 256 shares; 2025Q1: 256 shares; 2025Q2: 256 shares; 2025Q3: 256 shares 256 $11.6K 0.01% 0 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: 56 shares; 2024Q2: 56 shares; 2024Q3: 56 shares; 2024Q4: 56 shares; 2025Q1: 56 shares; 2025Q2: 56 shares; 2025Q3: 56 shares 56 $11.5K 0.01% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,971 shares; 2024Q2: 3,899 shares; 2024Q3: 3,899 shares; 2024Q4: 3,833 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares 500 $11.5K 0.01% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 75 shares; 2024Q2: 75 shares; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares 75 $11.4K 0.01% 0 Timeline XLY 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: 46 shares; 2024Q2: 46 shares; 2024Q3: 46 shares; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 46 shares; 2025Q3: 46 shares 46 $11.1K 0.01% 0 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: 93 shares; 2024Q2: 93 shares; 2024Q3: 93 shares; 2024Q4: 93 shares; 2025Q1: 93 shares; 2025Q2: 93 shares; 2025Q3: 93 shares 93 $10.7K 0.01% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 8,059 shares; 2024Q2: 4,816 shares; 2024Q3: 4,165 shares; 2024Q4: 2,987 shares; 2025Q1: 2,704 shares; 2025Q2: 1,185 shares; 2025Q3: 146 shares 146 $10.2K 0.01% -1,039 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: 88 shares; 2024Q2: 56 shares; 2024Q3: 56 shares; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: 51 shares; 2025Q3: 51 shares 51 $10.1K 0.01% 0 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares 100 $9.76K 0.01% new 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: 1,665 shares; 2024Q2: 734 shares; 2024Q3: 735 shares; 2024Q4: 735 shares; 2025Q1: 735 shares; 2025Q2: 500 shares; 2025Q3: 51 shares 51 $9.49K 0.01% -449 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 61 shares; 2024Q2: 61 shares; 2024Q3: 61 shares; 2024Q4: 61 shares; 2025Q1: 61 shares; 2025Q2: 61 shares; 2025Q3: 61 shares 61 $9.41K 0.01% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 15 shares; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares 15 $9.22K 0.01% 0 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: 681 shares; 2024Q2: 126 shares; 2024Q3: 126 shares; 2024Q4: 126 shares; 2025Q1: 126 shares; 2025Q2: 64 shares; 2025Q3: 64 shares 64 $8.99K 0.01% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 26 shares; 2024Q2: 26 shares; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 26 shares 26 $8.4K 0.01% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 124 shares; 2024Q2: 124 shares; 2024Q3: 124 shares; 2024Q4: 124 shares; 2025Q1: 124 shares; 2025Q2: 124 shares; 2025Q3: 124 shares 124 $8.31K 0.01% 0 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: 51 shares; 2024Q2: 51 shares; 2024Q3: 51 shares; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: 33 shares; 2025Q3: 33 shares 33 $8.29K 0.01% 0 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: 42 shares; 2024Q2: 42 shares; 2024Q3: 42 shares; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: 33 shares; 2025Q3: 33 shares 33 $8.14K 0.01% 0 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: 1,294 shares; 2024Q2: 592 shares; 2024Q3: 592 shares; 2024Q4: 352 shares; 2025Q1: 352 shares; 2025Q2: 259 shares; 2025Q3: 107 shares 107 $8.08K 0.01% -152 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: 5,654 shares; 2024Q2: 3,799 shares; 2024Q3: 3,799 shares; 2024Q4: 2,653 shares; 2025Q1: 2,688 shares; 2025Q2: 756 shares; 2025Q3: 170 shares 170 $7.96K 0.01% -586 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 13 shares; 2024Q2: 13 shares; 2024Q3: 13 shares; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 13 shares 13 $7.75K 0.01% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 547 shares; 2024Q2: 547 shares; 2024Q3: 547 shares; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 54 shares; 2025Q3: 54 shares 54 $7.44K 0.01% 0 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: 2,039 shares; 2024Q2: 1,627 shares; 2024Q3: 1,627 shares; 2024Q4: 1,627 shares; 2025Q1: 1,627 shares; 2025Q2: 1,562 shares; 2025Q3: 40 shares 40 $6.21K 0.01% -1,522 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: 827 shares; 2024Q2: 491 shares; 2024Q3: 491 shares; 2024Q4: 491 shares; 2025Q1: 78 shares; 2025Q2: 28 shares; 2025Q3: 28 shares 28 $6.04K 0.01% 0 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: 1,278 shares; 2024Q2: 252 shares; 2024Q3: 252 shares; 2024Q4: 252 shares; 2025Q1: 252 shares; 2025Q2: 252 shares; 2025Q3: 252 shares 252 $5.83K 0.01% 0 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 118 shares; 2024Q2: 118 shares; 2024Q3: 118 shares; 2024Q4: 118 shares; 2025Q1: 118 shares; 2025Q2: 118 shares; 2025Q3: 118 shares 118 $5.78K 0.01% 0 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares 100 $5.74K 0.01% new Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 697 shares; 2024Q2: 675 shares; 2024Q3: 675 shares; 2024Q4: 675 shares; 2025Q1: 675 shares; 2025Q2: 100 shares; 2025Q3: 100 shares 100 $5.23K 0.01% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 66 shares; 2024Q2: 66 shares; 2024Q3: 66 shares; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: 35 shares; 2025Q3: 35 shares 35 $4.87K 0.01% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 92 shares; 2024Q2: 92 shares; 2024Q3: 92 shares; 2024Q4: 92 shares; 2025Q1: 92 shares; 2025Q2: 43 shares; 2025Q3: 43 shares 43 $4.8K 0.01% 0 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 77 shares; 2024Q2: 38 shares; 2024Q3: 38 shares; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 38 shares 38 $4.75K <0.01% 0 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,138 shares; 2024Q2: 1,138 shares; 2024Q3: 1,138 shares; 2024Q4: 1,138 shares; 2025Q1: 1,138 shares; 2025Q2: 100 shares; 2025Q3: 100 shares 100 $4.4K <0.01% 0 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: 168 shares; 2024Q2: 137 shares; 2024Q3: 137 shares; 2024Q4: 137 shares; 2025Q1: 137 shares; 2025Q2: 24 shares; 2025Q3: 17 shares 17 $4.36K <0.01% -7 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 16 shares; 2024Q2: 16 shares; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares 16 $4.15K <0.01% 0 Timeline VCSH 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: 48 shares; 2024Q2: 48 shares; 2024Q3: 48 shares; 2024Q4: 48 shares; 2025Q1: 48 shares; 2025Q2: 48 shares; 2025Q3: 48 shares 48 $3.84K <0.01% 0 Timeline PKST PEAKSTONE REALTY TRUST More: the full row for PEAKSTONE REALTY TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 280 shares; 2024Q2: 280 shares; 2024Q3: 280 shares; 2024Q4: 280 shares; 2025Q1: 280 shares; 2025Q2: 280 shares; 2025Q3: 280 shares 280 $3.67K <0.01% 0 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: 170 shares; 2024Q2: 170 shares; 2024Q3: 170 shares; 2024Q4: 170 shares; 2025Q1: 170 shares; 2025Q2: 170 shares; 2025Q3: 170 shares 170 $3.67K <0.01% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 326 shares; 2024Q2: 316 shares; 2024Q3: 316 shares; 2024Q4: 316 shares; 2025Q1: 316 shares; 2025Q2: 259 shares; 2025Q3: 3 shares 3 $3.6K <0.01% -256 Timeline NANC 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 76 shares; 2025Q1: 76 shares; 2025Q2: 76 shares; 2025Q3: 76 shares 76 $3.4K <0.01% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,524 shares; 2024Q2: 117 shares; 2024Q3: 117 shares; 2024Q4: 117 shares; 2025Q1: 118 shares; 2025Q2: 37 shares; 2025Q3: 37 shares 37 $3.4K <0.01% 0 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: not reported; 2024Q2: 52 shares; 2024Q3: 52 shares; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 52 shares 52 $3.38K <0.01% 0 Timeline GOP 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 92 shares; 2025Q1: 92 shares; 2025Q2: 92 shares; 2025Q3: 92 shares 92 $3.35K <0.01% 0 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 71 shares; 2024Q2: 71 shares; 2024Q3: 71 shares; 2024Q4: 71 shares; 2025Q1: 71 shares; 2025Q2: 71 shares; 2025Q3: 71 shares 71 $3.25K <0.01% 0 Timeline HYG 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: 36 shares; 2024Q2: 36 shares; 2024Q3: 36 shares; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 36 shares 36 $2.96K <0.01% 0 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: 1,781 shares; 2024Q2: 1,423 shares; 2024Q3: 1,422 shares; 2024Q4: 1,422 shares; 2025Q1: 1,423 shares; 2025Q2: 100 shares; 2025Q3: 100 shares 100 $2.55K <0.01% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 328 shares; 2024Q2: 328 shares; 2024Q3: 328 shares; 2024Q4: 329 shares; 2025Q1: 329 shares; 2025Q2: 30 shares; 2025Q3: 30 shares 30 $2.53K <0.01% 0 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: 191 shares; 2024Q2: 65 shares; 2024Q3: 65 shares; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 65 shares 65 $2.47K <0.01% 0 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: 2,141 shares; 2024Q2: 351 shares; 2024Q3: 351 shares; 2024Q4: 309 shares; 2025Q1: 309 shares; 2025Q2: 17 shares; 2025Q3: 17 shares 17 $2.02K <0.01% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 28 shares; 2024Q2: 18 shares; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 17 shares; 2025Q3: 17 shares 17 $1.81K <0.01% 0 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 15 shares; 2024Q2: 15 shares; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares 15 $1.77K <0.01% 0 Timeline RAL RALLIANT CORP More: the full row for RALLIANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39 shares 39 $1.71K <0.01% new Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 513 shares; 2024Q2: 89 shares; 2024Q3: 89 shares; 2024Q4: 89 shares; 2025Q1: 89 shares; 2025Q2: 43 shares; 2025Q3: 30 shares 30 $1.59K <0.01% -13 Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,484 shares; 2024Q2: 1,426 shares; 2024Q3: 1,428 shares; 2024Q4: 1,502 shares; 2025Q1: 433 shares; 2025Q2: 434 shares; 2025Q3: 146 shares 146 $1.56K <0.01% -288 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: 4,187 shares; 2024Q2: 3,020 shares; 2024Q3: 3,020 shares; 2024Q4: 1,938 shares; 2025Q1: 1,472 shares; 2025Q2: 573 shares; 2025Q3: 3 shares 3 $1.2K <0.01% -570 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 187 shares; 2024Q2: 9 shares; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 9 shares 9 $470 <0.01% 0 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: 1 shares; 2024Q2: 1 shares; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares 2 $418 <0.01% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 7 shares; 2024Q2: 7 shares; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 2 shares; 2025Q3: 2 shares 2 $401 <0.01% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 440 shares; 2024Q2: 441 shares; 2024Q3: 441 shares; 2024Q4: 441 shares; 2025Q1: 441 shares; 2025Q2: 403 shares; 2025Q3: 4 shares 4 $383 <0.01% -399 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 151 shares; 2025Q1: 151 shares; 2025Q2: 2 shares; 2025Q3: 2 shares 2 $365 <0.01% 0 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: 2 shares; 2024Q2: 2 shares; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares 2 $336 <0.01% 0 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 11 shares; 2024Q2: 11 shares; 2024Q3: 11 shares; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 11 shares 11 $330 <0.01% 0 Timeline BLDP BALLARD PWR SYS INC NEW More: the full row for BALLARD PWR SYS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares 100 $272 <0.01% 0 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: 204 shares; 2024Q2: 202 shares; 2024Q3: 202 shares; 2024Q4: 202 shares; 2025Q1: 44 shares; 2025Q2: 44 shares; 2025Q3: 2 shares 2 $259 <0.01% -42 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 4 shares; 2024Q2: 4 shares; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares 4 $251 <0.01% 0 Timeline COMT ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 11,516 shares; 2024Q2: 3,528 shares; 2024Q3: 3,519 shares; 2024Q4: 99 shares; 2025Q1: 99 shares; 2025Q2: 7 shares; 2025Q3: 7 shares 7 $184 <0.01% 0 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1 shares; 2024Q2: 1 shares; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares 1 $178 <0.01% 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 181 shares; 2025Q1: 181 shares; 2025Q2: 181 shares; 2025Q3: 1 shares 1 $135 <0.01% -180 Timeline FOX FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1 shares; 2024Q2: 1 shares; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares 1 $78 <0.01% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 0 shares; 2024Q2: 0 shares; 2024Q3: 0 shares; 2024Q4: 0 shares; 2025Q1: 0 shares; 2025Q2: 0 shares; 2025Q3: 0 shares 0 $41 <0.01% 0 Amount filed as zero, left out of ratios. 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