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: 4,160,187 shares; 2024Q4: 4,148,600 shares; 2025Q1: 4,104,830 shares; 2025Q2: 4,066,186 shares; 2025Q3: 4,041,533 shares 4,041,533 $1.03B 28.71% -24,653 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,279,020 shares; 2024Q4: 1,287,018 shares; 2025Q1: 1,292,614 shares; 2025Q2: 1,290,691 shares; 2025Q3: 1,290,666 shares 1,290,666 $619M 17.27% -25 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: 1,306,313 shares; 2024Q4: 1,313,873 shares; 2025Q1: 1,350,341 shares; 2025Q2: 1,381,748 shares; 2025Q3: 1,414,916 shares 1,414,916 $264M 7.37% +33,168 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: 466,344 shares; 2024Q4: 467,264 shares; 2025Q1: 467,495 shares; 2025Q2: 466,803 shares; 2025Q3: 469,180 shares 469,180 $243M 6.78% +2,377 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: 1,040,779 shares; 2024Q4: 1,036,910 shares; 2025Q1: 1,034,887 shares; 2025Q2: 1,031,940 shares; 2025Q3: 1,032,259 shares 1,032,259 $227M 6.32% +319 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: 845,932 shares; 2024Q4: 843,597 shares; 2025Q1: 843,178 shares; 2025Q2: 825,653 shares; 2025Q3: 825,896 shares 825,896 $201M 5.61% +243 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: 119,500 shares; 2024Q4: 122,039 shares; 2025Q1: 130,816 shares; 2025Q2: 133,940 shares; 2025Q3: 136,734 shares 136,734 $109M 3.04% +2,794 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: 179,116 shares; 2024Q4: 180,890 shares; 2025Q1: 185,897 shares; 2025Q2: 185,525 shares; 2025Q3: 181,902 shares 181,902 $91.4M 2.55% -3,623 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: 185,981 shares; 2024Q4: 188,049 shares; 2025Q1: 220,209 shares; 2025Q2: 220,727 shares; 2025Q3: 276,862 shares 276,862 $77.9M 2.17% +56,135 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: 310,074 shares; 2024Q4: 310,643 shares; 2025Q1: 321,231 shares; 2025Q2: 324,150 shares; 2025Q3: 315,834 shares 315,834 $68.2M 1.9% -8,316 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: 165,601 shares; 2024Q4: 181,580 shares; 2025Q1: 199,577 shares; 2025Q2: 203,613 shares; 2025Q3: 209,011 shares 209,011 $65.9M 1.84% +5,398 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: 66,980 shares; 2024Q4: 68,813 shares; 2025Q1: 70,344 shares; 2025Q2: 70,921 shares; 2025Q3: 70,258 shares 70,258 $65M 1.81% -663 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: 58,118 shares; 2024Q4: 59,425 shares; 2025Q1: 69,318 shares; 2025Q2: 69,927 shares; 2025Q3: 79,529 shares 79,529 $58.4M 1.63% +9,602 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: 42,352 shares; 2024Q4: 53,881 shares; 2025Q1: 75,681 shares; 2025Q2: 75,464 shares; 2025Q3: 92,863 shares 92,863 $57.1M 1.59% +17,399 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: 141,578 shares; 2024Q4: 136,929 shares; 2025Q1: 158,936 shares; 2025Q2: 153,961 shares; 2025Q3: 162,189 shares 162,189 $53.5M 1.49% +8,228 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: 215,419 shares; 2025Q3: 313,072 shares 313,072 $37.9M 1.06% +97,653 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: 233,182 shares; 2024Q4: 256,301 shares; 2025Q1: 301,961 shares; 2025Q2: 203,977 shares; 2025Q3: 192,351 shares 192,351 $25M 0.7% -11,626 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: 56,083 shares; 2024Q4: 55,451 shares; 2025Q1: 55,738 shares; 2025Q2: 56,499 shares; 2025Q3: 56,735 shares 56,735 $19.4M 0.54% +236 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: 122,815 shares; 2024Q4: 126,090 shares; 2025Q1: 132,967 shares; 2025Q2: 138,316 shares; 2025Q3: 136,808 shares 136,808 $19.3M 0.54% -1,508 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,639 shares; 2025Q3: 65,327 shares 65,327 $17.9M 0.5% +13,688 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: 16,650 shares; 2024Q4: 16,598 shares; 2025Q1: 15,220 shares; 2025Q2: 16,041 shares; 2025Q3: 17,487 shares 17,487 $11.6M 0.33% +1,446 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: 398,794 shares; 2024Q4: 406,878 shares; 2025Q1: 210,309 shares; 2025Q2: 212,779 shares; 2025Q3: 109,866 shares 109,866 $11.3M 0.32% -102,913 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: 44,314 shares; 2024Q4: 42,333 shares; 2025Q1: 39,178 shares; 2025Q2: 37,913 shares; 2025Q3: 37,161 shares 37,161 $11.1M 0.31% -752 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: 40,457 shares; 2024Q4: 40,378 shares; 2025Q1: 41,185 shares; 2025Q2: 41,824 shares; 2025Q3: 43,344 shares 43,344 $10.5M 0.29% +1,520 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: 26,021 shares; 2024Q4: 34,030 shares; 2025Q1: 43,915 shares; 2025Q2: 51,326 shares; 2025Q3: 50,994 shares 50,994 $9.51M 0.27% -332 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 107,637 shares; 2025Q3: 131,737 shares 131,737 $7.34M 0.2% +24,100 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: 33,948 shares; 2024Q4: 33,535 shares; 2025Q1: 28,736 shares; 2025Q2: 28,730 shares; 2025Q3: 28,269 shares 28,269 $6.55M 0.18% -461 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: 53,379 shares; 2024Q4: 54,081 shares; 2025Q1: 54,019 shares; 2025Q2: 53,639 shares; 2025Q3: 53,383 shares 53,383 $5.52M 0.15% -256 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: 20,899 shares; 2024Q4: 29,334 shares; 2025Q1: 28,792 shares; 2025Q2: 28,012 shares; 2025Q3: 30,054 shares 30,054 $5.48M 0.15% +2,042 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: 10,994 shares; 2024Q4: 11,334 shares; 2025Q1: 11,576 shares; 2025Q2: 11,337 shares; 2025Q3: 11,438 shares 11,438 $5.09M 0.14% +101 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: 7,717 shares; 2024Q4: 7,727 shares; 2025Q1: 6,677 shares; 2025Q2: 6,297 shares; 2025Q3: 6,316 shares 6,316 $4.79M 0.13% +19 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: 83,749 shares; 2024Q4: 153,703 shares; 2025Q1: 152,007 shares; 2025Q2: 147,367 shares; 2025Q3: 142,001 shares 142,001 $3.83M 0.11% -5,366 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,668 shares; 2024Q4: 7,399 shares; 2025Q1: 7,044 shares; 2025Q2: 8,008 shares; 2025Q3: 9,055 shares 9,055 $3.67M 0.1% +1,047 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: 42,043 shares; 2024Q4: 41,212 shares; 2025Q1: 41,314 shares; 2025Q2: 41,421 shares; 2025Q3: 39,506 shares 39,506 $3.28M 0.09% -1,915 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: 5,307 shares; 2024Q4: 5,032 shares; 2025Q1: 5,321 shares; 2025Q2: 4,942 shares; 2025Q3: 5,112 shares 5,112 $3.13M 0.09% +170 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,477 shares; 2025Q3: 32,776 shares 32,776 $3.12M 0.09% +2,299 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: 11,272 shares; 2024Q4: 11,272 shares; 2025Q1: 11,329 shares; 2025Q2: 11,229 shares; 2025Q3: 11,229 shares 11,229 $3.03M 0.08% 0 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: 40,015 shares; 2024Q4: 39,090 shares; 2025Q1: 38,952 shares; 2025Q2: 38,310 shares; 2025Q3: 38,329 shares 38,329 $3.02M 0.08% +19 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: 9,501 shares; 2024Q4: 9,525 shares; 2025Q1: 9,798 shares; 2025Q2: 9,546 shares; 2025Q3: 10,457 shares 10,457 $2.95M 0.08% +911 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: 70,198 shares; 2024Q4: 70,054 shares; 2025Q1: 33,967 shares; 2025Q2: 29,705 shares; 2025Q3: 3,764 shares 3,764 $2.87M 0.08% -25,941 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: 2,990 shares; 2024Q4: 2,965 shares; 2025Q1: 2,684 shares; 2025Q2: 4,662 shares; 2025Q3: 4,661 shares 4,661 $2.8M 0.08% -1 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: 16,663 shares; 2024Q4: 16,543 shares; 2025Q1: 17,250 shares; 2025Q2: 17,258 shares; 2025Q3: 17,218 shares 17,218 $2.79M 0.08% -40 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: 9,442 shares; 2024Q4: 10,038 shares; 2025Q1: 10,796 shares; 2025Q2: 11,254 shares; 2025Q3: 10,683 shares 10,683 $2.72M 0.08% -571 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: 36,450 shares; 2024Q4: 34,281 shares; 2025Q1: 28,823 shares; 2025Q2: 28,576 shares; 2025Q3: 27,484 shares 27,484 $2.64M 0.07% -1,092 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,726 shares; 2024Q4: 1,712 shares; 2025Q1: 1,301 shares; 2025Q2: 3,597 shares; 2025Q3: 8,145 shares 8,145 $2.45M 0.07% +4,548 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,526 shares; 2024Q4: 3,626 shares; 2025Q1: 2,921 shares; 2025Q2: 3,746 shares; 2025Q3: 3,591 shares 3,591 $2.29M 0.06% -155 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: 4,912 shares; 2024Q4: 4,912 shares; 2025Q1: 4,911 shares; 2025Q2: 4,901 shares; 2025Q3: 4,896 shares 4,896 $2.29M 0.06% -5 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: 19,225 shares; 2024Q4: 17,159 shares; 2025Q1: 17,724 shares; 2025Q2: 29,744 shares; 2025Q3: 40,616 shares 40,616 $2.1M 0.06% +10,872 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: 47,068 shares; 2024Q4: 47,422 shares; 2025Q1: 46,911 shares; 2025Q2: 46,851 shares; 2025Q3: 41,318 shares 41,318 $2.09M 0.06% -5,533 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,227 shares; 2024Q4: 9,227 shares; 2025Q1: 9,227 shares; 2025Q2: 9,227 shares; 2025Q3: 9,077 shares 9,077 $2M 0.06% -150 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,464 shares; 2024Q4: 1,245 shares; 2025Q1: 1,049 shares; 2025Q2: 2,834 shares; 2025Q3: 2,712 shares 2,712 $1.82M 0.05% -122 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,576 shares; 2024Q4: 34,996 shares; 2025Q1: 34,996 shares; 2025Q2: 28,626 shares; 2025Q3: 26,917 shares 26,917 $1.81M 0.05% -1,709 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: 22,826 shares; 2024Q4: 22,433 shares; 2025Q1: 21,578 shares; 2025Q2: 21,203 shares; 2025Q3: 20,729 shares 20,729 $1.81M 0.05% -474 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,350 shares; 2024Q4: 3,225 shares; 2025Q1: 3,025 shares; 2025Q2: 3,275 shares; 2025Q3: 3,275 shares 3,275 $1.79M 0.05% 0 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,558 shares; 2024Q4: 11,353 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,344 shares 10,344 $1.74M 0.05% new 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: 3,547 shares; 2024Q4: 3,526 shares; 2025Q1: 3,391 shares; 2025Q2: 3,581 shares; 2025Q3: 3,595 shares 3,595 $1.72M 0.05% +14 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: 16,713 shares; 2024Q4: 16,305 shares; 2025Q1: 13,722 shares; 2025Q2: 12,328 shares; 2025Q3: 12,228 shares 12,228 $1.71M 0.05% -100 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: 16,750 shares; 2024Q4: 16,750 shares; 2025Q1: 16,797 shares; 2025Q2: 19,058 shares; 2025Q3: 19,116 shares 19,116 $1.57M 0.04% +58 Timeline IDMO 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: 23,055 shares; 2025Q3: 28,527 shares 28,527 $1.54M 0.04% +5,472 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,137 shares; 2024Q4: 31,953 shares; 2025Q1: 32,411 shares; 2025Q2: 28,299 shares; 2025Q3: 27,307 shares 27,307 $1.52M 0.04% -992 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: 1,513 shares; 2024Q4: 7,075 shares; 2025Q1: 6,200 shares; 2025Q2: 6,200 shares; 2025Q3: 6,099 shares 6,099 $1.5M 0.04% -101 Timeline TFPM TRIPLE FLAG PRECIOUS METAL More: the full row for TRIPLE FLAG PRECIOUS METAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,278 shares; 2024Q4: 68,304 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,531 shares 50,531 $1.48M 0.04% new 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: 7,345 shares; 2024Q4: 7,353 shares; 2025Q1: 7,298 shares; 2025Q2: 7,469 shares; 2025Q3: 5,498 shares 5,498 $1.3M 0.04% -1,971 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: 5,692 shares; 2024Q4: 5,074 shares; 2025Q1: 5,074 shares; 2025Q2: 4,592 shares; 2025Q3: 5,199 shares 5,199 $1.28M 0.04% +607 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,071 shares; 2024Q4: 6,071 shares; 2025Q1: 5,566 shares; 2025Q2: 2,766 shares; 2025Q3: 2,616 shares 2,616 $1.26M 0.04% -150 IWN 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: 6,714 shares; 2024Q4: 6,513 shares; 2025Q1: 6,635 shares; 2025Q2: 7,057 shares; 2025Q3: 6,890 shares 6,890 $1.22M 0.03% -167 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: 10,450 shares; 2024Q4: 9,870 shares; 2025Q1: 9,282 shares; 2025Q2: 8,551 shares; 2025Q3: 8,465 shares 8,465 $1.2M 0.03% -86 Timeline FNDE 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,268 shares; 2025Q3: 32,705 shares 32,705 $1.18M 0.03% +11,437 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: 4,230 shares; 2024Q4: 4,163 shares; 2025Q1: 4,167 shares; 2025Q2: 3,915 shares; 2025Q3: 3,555 shares 3,555 $1.17M 0.03% -360 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,260 shares; 2024Q4: 5,260 shares; 2025Q1: 5,260 shares; 2025Q2: 5,260 shares; 2025Q3: 14,446 shares 14,446 $1.15M 0.03% +9,186 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,623 shares; 2024Q4: 2,100 shares; 2025Q1: 2,992 shares; 2025Q2: 5,783 shares; 2025Q3: 8,513 shares 8,513 $1.14M 0.03% +2,730 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,866 shares; 2024Q4: 1,563 shares; 2025Q1: 1,490 shares; 2025Q2: 1,448 shares; 2025Q3: 1,448 shares 1,448 $1.12M 0.03% 0 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: 3,601 shares; 2024Q4: 11,148 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,660 shares 9,660 $1.08M 0.03% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,535 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,208 shares; 2025Q3: 5,240 shares 5,240 $1.07M 0.03% +32 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: 3,836 shares; 2024Q4: 3,735 shares; 2025Q1: 3,436 shares; 2025Q2: 5,239 shares; 2025Q3: 6,700 shares 6,700 $1.03M 0.03% +1,461 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,739 shares; 2024Q4: 10,037 shares; 2025Q1: 9,850 shares; 2025Q2: 9,740 shares; 2025Q3: 9,241 shares 9,241 $1.03M 0.03% -499 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: 5,859 shares; 2024Q4: 5,531 shares; 2025Q1: 5,524 shares; 2025Q2: 5,769 shares; 2025Q3: 5,583 shares 5,583 $1.03M 0.03% -186 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: 973 shares; 2024Q4: 956 shares; 2025Q1: 1,031 shares; 2025Q2: 1,130 shares; 2025Q3: 1,100 shares 1,100 $1.01M 0.03% -30 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: 6,222 shares; 2024Q4: 6,216 shares; 2025Q1: 6,923 shares; 2025Q2: 7,531 shares; 2025Q3: 7,538 shares 7,538 $1M 0.03% +7 Timeline GRBK GREEN BRICK PARTNERS INC More: the full row for GREEN BRICK PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,000 shares; 2024Q4: 13,000 shares; 2025Q1: 13,000 shares; 2025Q2: 13,000 shares; 2025Q3: 13,000 shares 13,000 $960K 0.03% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,639 shares; 2025Q1: 5,424 shares; 2025Q2: 12,113 shares; 2025Q3: 14,445 shares 14,445 $958K 0.03% +2,332 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: 1,062 shares; 2024Q4: 1,070 shares; 2025Q1: 1,197 shares; 2025Q2: 1,330 shares; 2025Q3: 1,244 shares 1,244 $929K 0.03% -86 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: 898 shares; 2024Q4: 853 shares; 2025Q1: 843 shares; 2025Q2: 1,043 shares; 2025Q3: 1,547 shares 1,547 $880K 0.02% +504 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: 468 shares; 2024Q4: 250 shares; 2025Q1: 275 shares; 2025Q2: 315 shares; 2025Q3: 733 shares 733 $878K 0.02% +418 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,023 shares; 2025Q2: 1,646 shares; 2025Q3: 2,842 shares 2,842 $864K 0.02% +1,196 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: 6,436 shares; 2024Q4: 4,821 shares; 2025Q1: 3,186 shares; 2025Q2: 3,147 shares; 2025Q3: 3,032 shares 3,032 $856K 0.02% -115 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,054 shares; 2024Q4: 3,097 shares; 2025Q1: 3,100 shares; 2025Q2: 3,035 shares; 2025Q3: 2,964 shares 2,964 $812K 0.02% -71 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: 6,657 shares; 2024Q4: 6,632 shares; 2025Q1: 7,722 shares; 2025Q2: 8,462 shares; 2025Q3: 7,971 shares 7,971 $781K 0.02% -491 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: 1,832 shares; 2024Q4: 1,578 shares; 2025Q1: 1,560 shares; 2025Q2: 2,264 shares; 2025Q3: 2,276 shares 2,276 $776K 0.02% +12 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares 1 $754K 0.02% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,395 shares 23,395 $732K 0.02% new 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: 1,760 shares; 2024Q4: 3,520 shares; 2025Q1: 3,464 shares; 2025Q2: 3,551 shares; 2025Q3: 3,573 shares 3,573 $728K 0.02% +22 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,878 shares; 2024Q4: 4,678 shares; 2025Q1: 4,686 shares; 2025Q2: 4,694 shares; 2025Q3: 4,701 shares 4,701 $716K 0.02% +7 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: restricted; 2024Q2: restricted; 2024Q3: 8,225 shares; 2024Q4: 7,391 shares; 2025Q1: 7,392 shares; 2025Q2: 7,392 shares; 2025Q3: 7,259 shares 7,259 $716K 0.02% -133 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: 1,145 shares; 2024Q4: 1,136 shares; 2025Q1: 1,131 shares; 2025Q2: 1,127 shares; 2025Q3: 2,885 shares 2,885 $712K 0.02% +1,758 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: 2,790 shares; 2024Q4: 2,749 shares; 2025Q1: 2,631 shares; 2025Q2: 2,441 shares; 2025Q3: 2,461 shares 2,461 $694K 0.02% +20 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: 2,612 shares; 2024Q4: 2,841 shares; 2025Q1: 2,829 shares; 2025Q2: 2,629 shares; 2025Q3: 2,629 shares 2,629 $686K 0.02% 0 Timeline IJT 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: 4,622 shares; 2024Q4: 4,622 shares; 2025Q1: 4,622 shares; 2025Q2: 4,622 shares; 2025Q3: 4,622 shares 4,622 $654K 0.02% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,308 shares; 2024Q4: 1,308 shares; 2025Q1: not reported; 2025Q2: 1,206 shares; 2025Q3: 2,304 shares 2,304 $643K 0.02% +1,098 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: 2,938 shares; 2024Q4: 2,938 shares; 2025Q1: 2,491 shares; 2025Q2: 3,141 shares; 2025Q3: 3,141 shares 3,141 $639K 0.02% 0 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: 1,616 shares; 2024Q4: 1,603 shares; 2025Q1: 1,603 shares; 2025Q2: 1,600 shares; 2025Q3: 1,605 shares 1,605 $629K 0.02% +5 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: 4,860 shares; 2024Q4: 5,015 shares; 2025Q1: 4,935 shares; 2025Q2: 3,700 shares; 2025Q3: 3,700 shares 3,700 $616K 0.02% 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: restricted; 2024Q2: restricted; 2024Q3: 4,625 shares; 2024Q4: 4,625 shares; 2025Q1: 4,625 shares; 2025Q2: 4,625 shares; 2025Q3: 4,625 shares 4,625 $600K 0.02% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,951 shares; 2025Q3: 7,043 shares 7,043 $580K 0.02% -908 Timeline PEB PEBBLEBROOK HOTEL TR More: the full row for PEBBLEBROOK HOTEL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,082 shares; 2024Q4: 43,082 shares; 2025Q1: 50,756 shares; 2025Q2: 50,756 shares; 2025Q3: 50,756 shares 50,756 $578K 0.02% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,209 shares; 2024Q4: 4,129 shares; 2025Q1: 6,986 shares; 2025Q2: 8,126 shares; 2025Q3: 7,771 shares 7,771 $578K 0.02% -355 Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,625 shares; 2024Q4: 4,625 shares; 2025Q1: 4,625 shares; 2025Q2: 1,475 shares; 2025Q3: 1,775 shares 1,775 $567K 0.02% +300 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: 3,412 shares; 2024Q4: 3,466 shares; 2025Q1: 3,367 shares; 2025Q2: 3,355 shares; 2025Q3: 3,365 shares 3,365 $563K 0.02% +10 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: 330 shares; 2024Q4: 331 shares; 2025Q1: 332 shares; 2025Q2: 332 shares; 2025Q3: 566 shares 566 $540K 0.02% +234 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: 2,829 shares; 2024Q4: 2,250 shares; 2025Q1: 2,200 shares; 2025Q2: 2,550 shares; 2025Q3: 2,550 shares 2,550 $537K 0.01% 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: restricted; 2024Q2: restricted; 2024Q3: 7,426 shares; 2024Q4: 6,576 shares; 2025Q1: 6,611 shares; 2025Q2: 6,715 shares; 2025Q3: 8,903 shares 8,903 $533K 0.01% +2,188 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: 2,698 shares; 2024Q4: 2,696 shares; 2025Q1: 1,671 shares; 2025Q2: 1,658 shares; 2025Q3: 1,658 shares 1,658 $531K 0.01% 0 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: 1,817 shares; 2024Q4: 1,793 shares; 2025Q1: 1,764 shares; 2025Q2: 1,760 shares; 2025Q3: 1,760 shares 1,760 $517K 0.01% 0 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: 12,080 shares; 2024Q4: 12,080 shares; 2025Q1: 12,080 shares; 2025Q2: 12,080 shares; 2025Q3: 12,080 shares 12,080 $512K 0.01% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,007 shares; 2024Q4: 5,007 shares; 2025Q1: 5,007 shares; 2025Q2: 5,007 shares; 2025Q3: 4,939 shares 4,939 $503K 0.01% -68 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: 4,071 shares; 2024Q4: 3,862 shares; 2025Q1: 3,613 shares; 2025Q2: 3,656 shares; 2025Q3: 3,593 shares 3,593 $503K 0.01% -63 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,840 shares; 2024Q4: 2,755 shares; 2025Q1: 2,758 shares; 2025Q2: 3,705 shares; 2025Q3: 3,705 shares 3,705 $499K 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: restricted; 2024Q2: restricted; 2024Q3: 10,245 shares; 2024Q4: 8,737 shares; 2025Q1: 8,618 shares; 2025Q2: 7,502 shares; 2025Q3: 7,302 shares 7,302 $490K 0.01% -200 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: 8,818 shares; 2024Q4: 29,875 shares; 2025Q1: 55,096 shares; 2025Q2: not reported; 2025Q3: 2,862 shares 2,862 $489K 0.01% new 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: 2,700 shares; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 2,201 shares; 2025Q3: 2,201 shares 2,201 $475K 0.01% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,936 shares; 2024Q4: 3,895 shares; 2025Q1: 4,395 shares; 2025Q2: 6,579 shares; 2025Q3: 5,645 shares 5,645 $475K 0.01% -934 Timeline CBRE CBRE GROUP INC More: the full row for CBRE 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: not reported; 2025Q3: 3,003 shares 3,003 $473K 0.01% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,926 shares; 2024Q4: 3,004 shares; 2025Q1: 3,201 shares; 2025Q2: 3,188 shares; 2025Q3: 2,974 shares 2,974 $473K 0.01% -214 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 116,964 shares; 2025Q1: 145,206 shares; 2025Q2: 27,225 shares; 2025Q3: 27,549 shares 27,549 $466K 0.01% +324 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: 15,497 shares; 2024Q4: 15,697 shares; 2025Q1: 14,707 shares; 2025Q2: 14,703 shares; 2025Q3: 14,703 shares 14,703 $465K 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: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,062 shares; 2025Q3: 2,177 shares 2,177 $463K 0.01% +115 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,369 shares; 2024Q4: 7,369 shares; 2025Q1: 7,369 shares; 2025Q2: 7,369 shares; 2025Q3: 6,847 shares 6,847 $462K 0.01% -522 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 665 shares; 2024Q4: 665 shares; 2025Q1: 665 shares; 2025Q2: 665 shares; 2025Q3: 628 shares 628 $451K 0.01% -37 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: not reported; 2024Q4: 2,193 shares; 2025Q1: 2,115 shares; 2025Q2: 3,797 shares; 2025Q3: 3,963 shares 3,963 $447K 0.01% +166 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,014 shares 2,014 $445K 0.01% new 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: 1,056 shares; 2024Q4: 1,056 shares; 2025Q1: 1,050 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares 1,050 $443K 0.01% 0 Timeline LQD 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: 4,567 shares; 2024Q4: 4,149 shares; 2025Q1: 3,951 shares; 2025Q2: 3,928 shares; 2025Q3: 3,924 shares 3,924 $437K 0.01% -4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 890 shares 890 $437K 0.01% new 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: 924 shares; 2024Q4: 987 shares; 2025Q1: 884 shares; 2025Q2: 874 shares; 2025Q3: 874 shares 874 $436K 0.01% 0 Timeline AIVL 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: 4,055 shares; 2024Q4: 3,929 shares; 2025Q1: 3,902 shares; 2025Q2: 3,842 shares; 2025Q3: 3,790 shares 3,790 $433K 0.01% -52 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: 2,373 shares; 2024Q4: 2,415 shares; 2025Q1: 3,005 shares; 2025Q2: 3,005 shares; 2025Q3: 3,005 shares 3,005 $428K 0.01% 0 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: 2,075 shares; 2024Q4: not reported; 2025Q1: 2,251 shares; 2025Q2: 2,251 shares; 2025Q3: 2,391 shares 2,391 $427K 0.01% +140 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: 5,203 shares; 2024Q4: 4,477 shares; 2025Q1: 5,625 shares; 2025Q2: 5,625 shares; 2025Q3: 5,290 shares 5,290 $424K 0.01% -335 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: 2,940 shares; 2024Q4: 2,825 shares; 2025Q1: 2,825 shares; 2025Q2: 4,750 shares; 2025Q3: 4,750 shares 4,750 $413K 0.01% 0 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: 7,330 shares; 2024Q4: 7,330 shares; 2025Q1: 6,864 shares; 2025Q2: 6,279 shares; 2025Q3: 6,260 shares 6,260 $409K 0.01% -19 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: 891 shares; 2024Q4: 891 shares; 2025Q1: 892 shares; 2025Q2: 891 shares; 2025Q3: 891 shares 891 $407K 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: restricted; 2024Q2: restricted; 2024Q3: 2,721 shares; 2024Q4: 2,623 shares; 2025Q1: 2,623 shares; 2025Q2: 2,933 shares; 2025Q3: 2,883 shares 2,883 $405K 0.01% -50 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: 1,935 shares; 2024Q4: 2,079 shares; 2025Q1: 2,028 shares; 2025Q2: 1,936 shares; 2025Q3: 1,943 shares 1,943 $401K 0.01% +7 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: 4,385 shares; 2024Q4: 4,299 shares; 2025Q1: 4,445 shares; 2025Q2: 5,809 shares; 2025Q3: 5,851 shares 5,851 $400K 0.01% +42 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,008 shares; 2024Q4: 3,008 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares 3,000 $399K 0.01% 0 Timeline HYMB 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: 25,845 shares; 2024Q4: 16,742 shares; 2025Q1: 16,742 shares; 2025Q2: 16,742 shares; 2025Q3: 15,942 shares 15,942 $397K 0.01% -800 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,760 shares; 2024Q4: 2,760 shares; 2025Q1: 2,760 shares; 2025Q2: 2,760 shares; 2025Q3: 2,760 shares 2,760 $396K 0.01% 0 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,615 shares; 2024Q4: 1,615 shares; 2025Q1: 1,980 shares; 2025Q2: 1,980 shares; 2025Q3: 1,730 shares 1,730 $389K 0.01% -250 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,487 shares 2,487 $370K 0.01% new 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: 5,686 shares 5,686 $370K 0.01% new 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: restricted; 2024Q2: restricted; 2024Q3: 1,842 shares; 2024Q4: 1,842 shares; 2025Q1: 1,487 shares; 2025Q2: 1,487 shares; 2025Q3: 1,541 shares 1,541 $369K 0.01% +54 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,670 shares 11,670 $368K 0.01% new 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: 1,503 shares; 2024Q4: 1,506 shares; 2025Q1: 1,743 shares; 2025Q2: 1,512 shares; 2025Q3: 1,517 shares 1,517 $363K 0.01% +5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,101 shares; 2025Q3: 1,090 shares 1,090 $362K 0.01% -11 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,400 shares; 2024Q4: 4,351 shares; 2025Q1: 4,507 shares; 2025Q2: 4,183 shares; 2025Q3: 4,213 shares 4,213 $356K 0.01% +30 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES 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: 20,240 shares; 2025Q2: 30,115 shares; 2025Q3: 30,115 shares 30,115 $338K 0.01% 0 Timeline VCLT 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: 7,646 shares; 2024Q4: 6,096 shares; 2025Q1: 5,696 shares; 2025Q2: 4,291 shares; 2025Q3: 4,291 shares 4,291 $333K 0.01% 0 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM 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: not reported; 2025Q2: 735 shares; 2025Q3: 725 shares 725 $331K 0.01% -10 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: 2,737 shares 2,737 $328K 0.01% new Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares 2,500 $326K 0.01% 0 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 662 shares 662 $321K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,219 shares 2,219 $321K 0.01% new Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 741 shares; 2024Q4: 741 shares; 2025Q1: 741 shares; 2025Q2: 742 shares; 2025Q3: 743 shares 743 $316K 0.01% +1 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: not reported; 2025Q2: not reported; 2025Q3: 928 shares 928 $305K 0.01% new Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,536 shares; 2024Q4: 3,286 shares; 2025Q1: 3,049 shares; 2025Q2: 3,132 shares; 2025Q3: 3,014 shares 3,014 $302K 0.01% -118 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,026 shares; 2025Q3: 1,026 shares 1,026 $301K 0.01% 0 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: 722 shares; 2024Q4: 666 shares; 2025Q1: 636 shares; 2025Q2: 496 shares; 2025Q3: 441 shares 441 $301K 0.01% -55 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 686 shares; 2025Q3: 686 shares 686 $299K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 839 shares 839 $279K 0.01% new 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: restricted; 2024Q2: restricted; 2024Q3: 3,850 shares; 2024Q4: 3,450 shares; 2025Q1: 3,450 shares; 2025Q2: 3,425 shares; 2025Q3: 3,425 shares 3,425 $278K 0.01% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 145 shares; 2025Q3: 118 shares 118 $276K 0.01% -27 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,817 shares; 2024Q4: 2,571 shares; 2025Q1: 2,187 shares; 2025Q2: 2,148 shares; 2025Q3: 2,244 shares 2,244 $275K 0.01% +96 Timeline 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: 1,355 shares; 2024Q4: 1,165 shares; 2025Q1: 1,165 shares; 2025Q2: 1,165 shares; 2025Q3: 1,165 shares 1,165 $267K 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: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,429 shares; 2025Q3: 1,707 shares 1,707 $265K 0.01% +278 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares 2,000 $265K 0.01% new 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: 880 shares; 2024Q4: 873 shares; 2025Q1: 835 shares; 2025Q2: 675 shares; 2025Q3: 687 shares 687 $257K 0.01% +12 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,124 shares; 2025Q3: 2,124 shares 2,124 $256K 0.01% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,512 shares; 2024Q4: 3,710 shares; 2025Q1: 3,525 shares; 2025Q2: 3,375 shares; 2025Q3: 3,260 shares 3,260 $254K 0.01% -115 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,904 shares; 2025Q2: 3,831 shares; 2025Q3: 3,832 shares 3,832 $253K 0.01% +1 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,800 shares; 2024Q4: 11,800 shares; 2025Q1: 11,800 shares; 2025Q2: 11,800 shares; 2025Q3: 11,800 shares 11,800 $248K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 726 shares; 2025Q3: 724 shares 724 $241K 0.01% -2 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000 $241K 0.01% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,570 shares; 2024Q4: 2,570 shares; 2025Q1: 2,576 shares; 2025Q2: 2,570 shares; 2025Q3: 2,320 shares 2,320 $233K 0.01% -250 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,741 shares; 2025Q3: 2,741 shares 2,741 $230K 0.01% 0 Timeline SSRM SSR MINING IN More: the full row for SSR MINING IN 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: 9,410 shares 9,410 $230K 0.01% new Timeline COR CENCORA INC More: the full row for CENCORA 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: 730 shares; 2025Q2: 730 shares; 2025Q3: 730 shares 730 $228K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,355 shares; 2025Q3: 1,355 shares 1,355 $223K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,472 shares; 2025Q3: 2,472 shares 2,472 $222K 0.01% 0 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares 10,000 $220K 0.01% 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: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,603 shares; 2025Q3: 5,127 shares 5,127 $219K 0.01% -2,476 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,460 shares; 2024Q4: 1,478 shares; 2025Q1: not reported; 2025Q2: 1,071 shares; 2025Q3: 1,051 shares 1,051 $219K 0.01% -20 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,628 shares 7,628 $215K 0.01% new 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: 15,538 shares; 2024Q4: 15,654 shares; 2025Q1: 18,233 shares; 2025Q2: 24,332 shares; 2025Q3: 1,547 shares 1,547 $215K 0.01% -22,785 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL 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: not reported; 2025Q3: 32,078 shares 32,078 $215K 0.01% new Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA 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: 20,294 shares 20,294 $213K 0.01% new Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,549 shares; 2024Q4: 4,549 shares; 2025Q1: 4,549 shares; 2025Q2: 4,549 shares; 2025Q3: 4,549 shares 4,549 $210K 0.01% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,425 shares 1,425 $210K 0.01% new 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: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 833 shares; 2025Q3: 699 shares 699 $207K 0.01% -134 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,573 shares; 2025Q3: 1,573 shares 1,573 $206K 0.01% 0 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR 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: 2,859 shares; 2025Q1: 2,859 shares; 2025Q2: 2,859 shares; 2025Q3: 2,405 shares 2,405 $203K 0.01% -454 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 936 shares 936 $201K 0.01% new Timeline EMPD EMPERY DIGITAL INC More: the full row for EMPERY DIGITAL 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: 20,000 shares 20,000 $150K <0.01% new Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION 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: 21,000 shares; 2025Q3: 15,500 shares 15,500 $148K <0.01% -5,500 Timeline