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: not loaded; 2024Q4: 25,111 shares; 2025Q1: 25,144 shares; 2025Q2: 25,750 shares; 2025Q3: 25,277 shares 25,277 $13.1M 5.65% -473 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 48,190 shares; 2025Q1: 47,174 shares; 2025Q2: 46,874 shares; 2025Q3: 46,155 shares 46,155 $11.8M 5.07% -719 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,196 shares; 2025Q1: 10,231 shares; 2025Q2: 10,477 shares; 2025Q3: 11,175 shares 11,175 $10.3M 4.47% +698 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: not loaded; 2024Q4: 13,028 shares; 2025Q1: 13,741 shares; 2025Q2: 15,569 shares; 2025Q3: 15,320 shares 15,320 $9.2M 3.97% -249 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: not loaded; 2024Q4: 36,259 shares; 2025Q1: 35,687 shares; 2025Q2: 38,774 shares; 2025Q3: 39,346 shares 39,346 $8.64M 3.73% +572 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26,207 shares; 2025Q1: 32,913 shares; 2025Q2: 39,737 shares; 2025Q3: 39,584 shares 39,584 $7.39M 3.19% -153 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,372 shares; 2025Q1: 9,391 shares; 2025Q2: 9,593 shares; 2025Q3: 9,324 shares 9,324 $6.21M 2.68% -269 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: not loaded; 2024Q4: 16,583 shares; 2025Q1: 17,548 shares; 2025Q2: 19,703 shares; 2025Q3: 20,794 shares 20,794 $5.06M 2.18% +1,091 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,401 shares; 2025Q1: 12,590 shares; 2025Q2: 12,945 shares; 2025Q3: 13,158 shares 13,158 $4.86M 2.1% +213 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: not loaded; 2024Q4: 14,517 shares; 2025Q1: 14,371 shares; 2025Q2: 14,496 shares; 2025Q3: 14,529 shares 14,529 $4.58M 1.98% +33 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 loaded; 2024Q4: 23,541 shares; 2025Q1: 24,007 shares; 2025Q2: 27,073 shares; 2025Q3: 27,892 shares 27,892 $4.33M 1.87% +819 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: not loaded; 2024Q4: 5,125 shares; 2025Q1: 5,262 shares; 2025Q2: 5,770 shares; 2025Q3: 5,714 shares 5,714 $4.2M 1.81% -56 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: not loaded; 2024Q4: 8,819 shares; 2025Q1: 8,669 shares; 2025Q2: 8,779 shares; 2025Q3: 8,800 shares 8,800 $3.57M 1.54% +21 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: not loaded; 2024Q4: 3,560 shares; 2025Q1: 3,776 shares; 2025Q2: 5,705 shares; 2025Q3: 5,656 shares 5,656 $3.46M 1.5% -49 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,166 shares; 2025Q1: 17,633 shares; 2025Q2: 17,774 shares; 2025Q3: 18,488 shares 18,488 $3.09M 1.34% +714 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: not loaded; 2024Q4: 8,312 shares; 2025Q1: 7,720 shares; 2025Q2: 7,728 shares; 2025Q3: 7,760 shares 7,760 $2.65M 1.14% +32 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,851 shares; 2025Q1: 3,991 shares; 2025Q2: 5,085 shares; 2025Q3: 5,263 shares 5,263 $2.65M 1.14% +178 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 73,609 shares; 2025Q1: 74,455 shares; 2025Q2: 83,553 shares; 2025Q3: 94,646 shares 94,646 $2.58M 1.12% +11,093 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,136 shares; 2025Q1: 8,940 shares; 2025Q2: 9,301 shares; 2025Q3: 9,335 shares 9,335 $2.35M 1.01% +34 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 71,308 shares; 2025Q1: 75,286 shares; 2025Q2: 84,763 shares; 2025Q3: 90,196 shares 90,196 $2.34M 1.01% +5,433 Timeline PTRB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,785 shares; 2025Q1: 37,575 shares; 2025Q2: 50,993 shares; 2025Q3: 54,846 shares 54,846 $2.31M 1% +3,853 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,519 shares; 2025Q1: 9,107 shares; 2025Q2: 9,364 shares; 2025Q3: 9,444 shares 9,444 $2.3M 0.99% +80 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,364 shares; 2025Q1: 8,644 shares; 2025Q2: 12,129 shares; 2025Q3: 12,276 shares 12,276 $2.24M 0.97% +147 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,657 shares; 2025Q1: 2,827 shares; 2025Q2: 3,318 shares; 2025Q3: 4,756 shares 4,756 $2.13M 0.92% +1,438 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: not loaded; 2024Q4: 7,800 shares; 2025Q1: 7,416 shares; 2025Q2: 7,224 shares; 2025Q3: 7,457 shares 7,457 $2.1M 0.91% +233 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,124 shares; 2025Q1: 6,154 shares; 2025Q2: 7,278 shares; 2025Q3: 7,327 shares 7,327 $2.06M 0.89% +49 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 34,641 shares; 2025Q1: 38,549 shares; 2025Q2: 41,810 shares; 2025Q3: 46,893 shares 46,893 $2.06M 0.89% +5,083 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: not loaded; 2024Q4: 8,461 shares; 2025Q1: 8,947 shares; 2025Q2: 9,724 shares; 2025Q3: 9,811 shares 9,811 $2.01M 0.87% +87 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: not loaded; 2024Q4: 3,626 shares; 2025Q1: 3,712 shares; 2025Q2: 3,771 shares; 2025Q3: 4,158 shares 4,158 $1.98M 0.86% +387 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 44,775 shares; 2025Q1: 50,075 shares; 2025Q2: 66,720 shares; 2025Q3: 73,921 shares 73,921 $1.96M 0.85% +7,201 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 28,410 shares; 2025Q1: 27,936 shares; 2025Q2: 27,790 shares; 2025Q3: 28,063 shares 28,063 $1.92M 0.83% +273 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 loaded; 2024Q4: 13,014 shares; 2025Q1: 13,506 shares; 2025Q2: 14,049 shares; 2025Q3: 14,611 shares 14,611 $1.65M 0.71% +562 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,962 shares; 2025Q1: 16,746 shares; 2025Q2: 17,828 shares; 2025Q3: 17,292 shares 17,292 $1.65M 0.71% -536 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: not loaded; 2024Q4: 22,886 shares; 2025Q1: 23,986 shares; 2025Q2: 26,186 shares; 2025Q3: 24,893 shares 24,893 $1.62M 0.7% -1,293 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: not loaded; 2024Q4: 8,929 shares; 2025Q1: 9,036 shares; 2025Q2: 9,368 shares; 2025Q3: 10,238 shares 10,238 $1.57M 0.68% +870 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: not loaded; 2024Q4: 8,066 shares; 2025Q1: 8,004 shares; 2025Q2: 7,833 shares; 2025Q3: 7,236 shares 7,236 $1.52M 0.66% -597 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 loaded; 2024Q4: 4,892 shares; 2025Q1: 4,770 shares; 2025Q2: 4,925 shares; 2025Q3: 5,011 shares 5,011 $1.52M 0.66% +86 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: not loaded; 2024Q4: 14,093 shares; 2025Q1: 14,551 shares; 2025Q2: 14,433 shares; 2025Q3: 13,998 shares 13,998 $1.44M 0.62% -435 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: not loaded; 2024Q4: 6,200 shares; 2025Q1: 7,124 shares; 2025Q2: 8,412 shares; 2025Q3: 8,937 shares 8,937 $1.42M 0.61% +525 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 28,281 shares; 2025Q1: 30,134 shares; 2025Q2: 32,807 shares; 2025Q3: 31,853 shares 31,853 $1.4M 0.6% -954 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,853 shares; 2025Q1: 10,433 shares; 2025Q2: 11,734 shares; 2025Q3: 11,728 shares 11,728 $1.39M 0.6% -6 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 loaded; 2024Q4: 6,145 shares; 2025Q1: 6,170 shares; 2025Q2: 6,349 shares; 2025Q3: 6,292 shares 6,292 $1.39M 0.6% -57 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 loaded; 2024Q4: 16,874 shares; 2025Q1: 17,623 shares; 2025Q2: 18,984 shares; 2025Q3: 20,355 shares 20,355 $1.35M 0.58% +1,371 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,283 shares; 2025Q1: 16,265 shares; 2025Q2: 16,289 shares; 2025Q3: 16,063 shares 16,063 $1.35M 0.58% -226 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: not loaded; 2024Q4: 4,302 shares; 2025Q1: 5,035 shares; 2025Q2: 5,614 shares; 2025Q3: 5,627 shares 5,627 $1.35M 0.58% +13 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: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26,565 shares; 2025Q1: 26,614 shares; 2025Q2: 27,275 shares; 2025Q3: 27,233 shares 27,233 $1.32M 0.57% -42 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 41,576 shares; 2025Q1: 40,800 shares; 2025Q2: 37,071 shares; 2025Q3: 34,589 shares 34,589 $1.31M 0.56% -2,482 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,135 shares; 2025Q1: 32,544 shares; 2025Q2: 46,804 shares; 2025Q3: 45,720 shares 45,720 $1.27M 0.55% -1,084 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 36,466 shares; 2025Q1: 41,016 shares; 2025Q2: 54,651 shares; 2025Q3: 54,651 shares 54,651 $1.24M 0.54% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,974 shares; 2025Q1: 4,996 shares; 2025Q2: 5,057 shares; 2025Q3: 5,239 shares 5,239 $1.21M 0.52% +182 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,276 shares; 2025Q1: 5,293 shares; 2025Q2: 4,592 shares; 2025Q3: 4,424 shares 4,424 $1.21M 0.52% -168 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: not loaded; 2024Q4: 2,081 shares; 2025Q1: 1,998 shares; 2025Q2: 3,109 shares; 2025Q3: 3,521 shares 3,521 $1.16M 0.5% +412 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: not loaded; 2024Q4: 6,012 shares; 2025Q1: 6,078 shares; 2025Q2: 6,172 shares; 2025Q3: 6,620 shares 6,620 $1.13M 0.49% +448 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 loaded; 2024Q4: 7,810 shares; 2025Q1: 7,931 shares; 2025Q2: 7,587 shares; 2025Q3: 8,231 shares 8,231 $1.08M 0.47% +644 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 loaded; 2024Q4: not reported; 2025Q1: 605 shares; 2025Q2: 2,199 shares; 2025Q3: 3,196 shares 3,196 $1.05M 0.45% +997 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: not loaded; 2024Q4: 5,107 shares; 2025Q1: 5,635 shares; 2025Q2: 5,914 shares; 2025Q3: 6,271 shares 6,271 $1.04M 0.45% +357 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,426 shares; 2025Q1: 6,908 shares; 2025Q2: 7,712 shares; 2025Q3: 7,676 shares 7,676 $1.03M 0.44% -36 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,355 shares; 2025Q1: 4,196 shares; 2025Q2: 4,949 shares; 2025Q3: 5,394 shares 5,394 $1.02M 0.44% +445 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,945 shares; 2025Q1: 1,979 shares; 2025Q2: 3,011 shares; 2025Q3: 2,937 shares 2,937 $1.01M 0.44% -74 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 801 shares; 2025Q1: 764 shares; 2025Q2: 841 shares; 2025Q3: 870 shares 870 $1.01M 0.44% +29 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,853 shares; 2025Q1: 4,784 shares; 2025Q2: 4,466 shares; 2025Q3: 4,282 shares 4,282 $1.01M 0.44% -184 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: not loaded; 2024Q4: 5,953 shares; 2025Q1: 5,784 shares; 2025Q2: 5,490 shares; 2025Q3: 5,483 shares 5,483 $1.01M 0.43% -7 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: not loaded; 2024Q4: 4,378 shares; 2025Q1: 4,355 shares; 2025Q2: 4,167 shares; 2025Q3: 4,193 shares 4,193 $994K 0.43% +26 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: not loaded; 2024Q4: 3,560 shares; 2025Q1: 3,606 shares; 2025Q2: 3,737 shares; 2025Q3: 3,740 shares 3,740 $975K 0.42% +3 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: not loaded; 2024Q4: 6,118 shares; 2025Q1: 6,018 shares; 2025Q2: 6,552 shares; 2025Q3: 6,852 shares 6,852 $966K 0.42% +300 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,303 shares; 2025Q1: 5,244 shares; 2025Q2: 4,384 shares; 2025Q3: 4,069 shares 4,069 $960K 0.41% -315 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,060 shares; 2025Q1: 16,305 shares; 2025Q2: 16,740 shares; 2025Q3: 16,710 shares 16,710 $950K 0.41% -30 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: not loaded; 2024Q4: 2,878 shares; 2025Q1: 3,203 shares; 2025Q2: 4,166 shares; 2025Q3: 4,661 shares 4,661 $949K 0.41% +495 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,962 shares; 2025Q1: 9,466 shares; 2025Q2: 9,729 shares; 2025Q3: 9,958 shares 9,958 $944K 0.41% +229 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,557 shares; 2025Q1: 5,072 shares; 2025Q2: 4,274 shares; 2025Q3: 4,103 shares 4,103 $925K 0.4% -171 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 loaded; 2024Q4: 3,184 shares; 2025Q1: 5,579 shares; 2025Q2: 8,104 shares; 2025Q3: 10,129 shares 10,129 $909K 0.39% +2,025 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,516 shares; 2025Q1: 4,518 shares; 2025Q2: 4,846 shares; 2025Q3: 4,838 shares 4,838 $897K 0.39% -8 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: not loaded; 2024Q4: 11,468 shares; 2025Q1: 11,381 shares; 2025Q2: 11,311 shares; 2025Q3: 10,590 shares 10,590 $896K 0.39% -721 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,275 shares; 2025Q1: 4,035 shares; 2025Q2: 4,210 shares; 2025Q3: 5,303 shares 5,303 $887K 0.38% +1,093 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: not loaded; 2024Q4: 9,130 shares; 2025Q1: 9,230 shares; 2025Q2: 7,542 shares; 2025Q3: 6,245 shares 6,245 $884K 0.38% -1,297 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,200 shares; 2025Q3: 31,775 shares 31,775 $881K 0.38% +9,575 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,259 shares; 2025Q1: 9,776 shares; 2025Q2: 9,995 shares; 2025Q3: 9,995 shares 9,995 $873K 0.38% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,636 shares; 2025Q1: 7,990 shares; 2025Q2: 7,646 shares; 2025Q3: 9,186 shares 9,186 $869K 0.38% +1,540 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 loaded; 2024Q4: 2,057 shares; 2025Q1: 2,145 shares; 2025Q2: 2,500 shares; 2025Q3: 2,589 shares 2,589 $860K 0.37% +89 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,418 shares; 2025Q1: 11,279 shares; 2025Q2: 13,389 shares; 2025Q3: 14,130 shares 14,130 $847K 0.37% +741 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: not loaded; 2024Q4: 2,825 shares; 2025Q1: 2,832 shares; 2025Q2: 2,935 shares; 2025Q3: 3,370 shares 3,370 $831K 0.36% +435 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: not loaded; 2024Q4: not reported; 2025Q1: 3,562 shares; 2025Q2: 6,130 shares; 2025Q3: 8,475 shares 8,475 $830K 0.36% +2,345 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,902 shares; 2025Q1: 1,616 shares; 2025Q2: 1,628 shares; 2025Q3: 1,866 shares 1,866 $830K 0.36% +238 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,072 shares; 2025Q1: 4,723 shares; 2025Q2: 4,739 shares; 2025Q3: 4,759 shares 4,759 $806K 0.35% +20 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,270 shares; 2025Q1: 8,000 shares; 2025Q2: 13,330 shares; 2025Q3: 18,870 shares 18,870 $793K 0.34% +5,540 Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 51,000 shares; 2025Q1: 72,375 shares; 2025Q2: 76,375 shares; 2025Q3: 68,275 shares 68,275 $778K 0.34% -8,100 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: not loaded; 2024Q4: 568 shares; 2025Q1: 611 shares; 2025Q2: 767 shares; 2025Q3: 1,016 shares 1,016 $775K 0.33% +249 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 380 shares; 2025Q1: 380 shares; 2025Q2: 5,745 shares; 2025Q3: 6,949 shares 6,949 $749K 0.32% +1,204 Timeline WDIV 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 loaded; 2024Q4: 7,231 shares; 2025Q1: 6,936 shares; 2025Q2: 8,156 shares; 2025Q3: 9,742 shares 9,742 $708K 0.31% +1,586 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,313 shares; 2025Q1: 2,333 shares; 2025Q2: 2,383 shares; 2025Q3: 2,532 shares 2,532 $707K 0.31% +149 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,736 shares; 2025Q1: 2,893 shares; 2025Q2: 3,210 shares; 2025Q3: 3,558 shares 3,558 $705K 0.3% +348 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: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,291 shares; 2025Q1: 8,989 shares; 2025Q2: 8,486 shares; 2025Q3: 8,533 shares 8,533 $703K 0.3% +47 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,715 shares; 2025Q1: 9,555 shares; 2025Q2: 10,147 shares; 2025Q3: 9,966 shares 9,966 $695K 0.3% -181 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: not loaded; 2024Q4: 1,150 shares; 2025Q1: 1,185 shares; 2025Q2: 1,338 shares; 2025Q3: 1,356 shares 1,356 $677K 0.29% +18 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,456 shares; 2025Q1: 1,801 shares; 2025Q2: 1,801 shares; 2025Q3: 2,796 shares 2,796 $677K 0.29% +995 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,611 shares; 2025Q1: 1,511 shares; 2025Q2: 1,520 shares; 2025Q3: 1,520 shares 1,520 $642K 0.28% 0 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 56,208 shares; 2025Q1: 63,085 shares; 2025Q2: 67,598 shares; 2025Q3: 62,876 shares 62,876 $627K 0.27% -4,722 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: not reported; 2025Q3: 2,047 shares 2,047 $625K 0.27% new 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: not loaded; 2024Q4: 6,471 shares; 2025Q1: 6,471 shares; 2025Q2: 6,471 shares; 2025Q3: 6,471 shares 6,471 $621K 0.27% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,720 shares; 2025Q1: 4,895 shares; 2025Q2: 5,069 shares; 2025Q3: 5,388 shares 5,388 $617K 0.27% +319 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,247 shares; 2025Q3: 4,390 shares 4,390 $595K 0.26% +1,143 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,238 shares; 2025Q1: 11,938 shares; 2025Q2: 13,138 shares; 2025Q3: 12,543 shares 12,543 $593K 0.26% -595 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,734 shares; 2025Q1: 5,563 shares; 2025Q2: 4,962 shares; 2025Q3: 5,166 shares 5,166 $577K 0.25% +204 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: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,766 shares; 2025Q1: 6,384 shares; 2025Q2: 6,178 shares; 2025Q3: 5,980 shares 5,980 $558K 0.24% -198 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 loaded; 2024Q4: 872 shares; 2025Q1: 2,148 shares; 2025Q2: 3,641 shares; 2025Q3: 3,827 shares 3,827 $553K 0.24% +186 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: not loaded; 2024Q4: 927 shares; 2025Q1: 952 shares; 2025Q2: 964 shares; 2025Q3: 952 shares 952 $542K 0.23% -12 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,002 shares; 2025Q1: 1,012 shares; 2025Q2: 1,072 shares; 2025Q3: 1,092 shares 1,092 $535K 0.23% +20 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,220 shares; 2025Q1: 4,146 shares; 2025Q2: 4,123 shares; 2025Q3: 4,175 shares 4,175 $529K 0.23% +52 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,008 shares; 2025Q1: 3,008 shares; 2025Q2: 3,008 shares; 2025Q3: 3,008 shares 3,008 $525K 0.23% 0 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,000 shares; 2025Q1: 18,900 shares; 2025Q2: 18,900 shares; 2025Q3: 19,900 shares 19,900 $525K 0.23% +1,000 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 loaded; 2024Q4: 4,193 shares; 2025Q1: 4,193 shares; 2025Q2: 4,193 shares; 2025Q3: 4,193 shares 4,193 $506K 0.22% 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: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,072 shares; 2025Q1: 10,432 shares; 2025Q2: 9,832 shares; 2025Q3: 9,604 shares 9,604 $495K 0.21% -228 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,073 shares; 2025Q1: 7,449 shares; 2025Q2: 7,321 shares; 2025Q3: 7,406 shares 7,406 $488K 0.21% +85 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,151 shares; 2025Q1: 1,038 shares; 2025Q2: 1,162 shares; 2025Q3: 1,333 shares 1,333 $466K 0.2% +171 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,104 shares; 2025Q1: 17,009 shares; 2025Q2: 16,453 shares; 2025Q3: 16,416 shares 16,416 $465K 0.2% -37 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 loaded; 2024Q4: 1,295 shares; 2025Q1: 1,335 shares; 2025Q2: 1,566 shares; 2025Q3: 1,527 shares 1,527 $449K 0.19% -39 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 450 shares; 2025Q1: 925 shares; 2025Q2: not reported; 2025Q3: 11,207 shares 11,207 $439K 0.19% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 792 shares; 2025Q1: 816 shares; 2025Q2: 879 shares; 2025Q3: 884 shares 884 $420K 0.18% +5 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 208 shares; 2025Q1: 208 shares; 2025Q2: 315 shares; 2025Q3: 345 shares 345 $414K 0.18% +30 Timeline ETD ETHAN ALLEN INTERIORS INC More: the full row for ETHAN ALLEN INTERIORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,330 shares; 2025Q1: 13,635 shares; 2025Q2: 13,910 shares; 2025Q3: 13,910 shares 13,910 $410K 0.18% 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: not loaded; 2024Q4: 3,064 shares; 2025Q1: 3,064 shares; 2025Q2: 3,064 shares; 2025Q3: 3,064 shares 3,064 $397K 0.17% 0 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,034 shares; 2025Q1: 2,080 shares; 2025Q2: 4,422 shares; 2025Q3: 4,609 shares 4,609 $392K 0.17% +187 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 213 shares; 2025Q1: 323 shares; 2025Q2: 393 shares; 2025Q3: 410 shares 410 $391K 0.17% +17 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: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,719 shares; 2025Q1: 6,719 shares; 2025Q2: 7,097 shares; 2025Q3: 7,345 shares 7,345 $384K 0.17% +248 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,521 shares; 2025Q1: 5,811 shares; 2025Q2: 5,412 shares; 2025Q3: 4,677 shares 4,677 $381K 0.16% -735 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,557 shares; 2025Q1: 3,575 shares; 2025Q2: 3,577 shares; 2025Q3: 3,654 shares 3,654 $359K 0.16% +77 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,796 shares; 2025Q1: 2,848 shares; 2025Q2: 3,080 shares; 2025Q3: 3,339 shares 3,339 $346K 0.15% +259 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,350 shares; 2025Q1: 2,350 shares; 2025Q2: 2,350 shares; 2025Q3: 2,350 shares 2,350 $342K 0.15% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 160 shares; 2025Q1: 288 shares; 2025Q2: 298 shares; 2025Q3: 350 shares 350 $339K 0.15% +52 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: not loaded; 2024Q4: 1,244 shares; 2025Q1: 1,154 shares; 2025Q2: 1,176 shares; 2025Q3: 1,171 shares 1,171 $331K 0.14% -5 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: not loaded; 2024Q4: 483 shares; 2025Q1: 505 shares; 2025Q2: 538 shares; 2025Q3: 488 shares 488 $327K 0.14% -50 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,193 shares; 2025Q1: 2,333 shares; 2025Q2: 2,359 shares; 2025Q3: 2,369 shares 2,369 $322K 0.14% +10 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,650 shares; 2025Q1: 4,650 shares; 2025Q2: 4,650 shares; 2025Q3: 4,650 shares 4,650 $313K 0.14% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,456 shares; 2025Q1: 7,344 shares; 2025Q2: 7,348 shares; 2025Q3: 6,803 shares 6,803 $307K 0.13% -545 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 800 shares; 2025Q1: 3,900 shares; 2025Q2: 3,900 shares; 2025Q3: 3,900 shares 3,900 $298K 0.13% 0 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: not loaded; 2024Q4: 1,240 shares; 2025Q1: 1,241 shares; 2025Q2: 1,241 shares; 2025Q3: 1,291 shares 1,291 $296K 0.13% +50 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 675 shares; 2025Q1: 635 shares; 2025Q2: 635 shares; 2025Q3: 635 shares 635 $294K 0.13% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,287 shares; 2025Q1: 2,237 shares; 2025Q2: 3,421 shares; 2025Q3: 3,168 shares 3,168 $284K 0.12% -253 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,707 shares; 2025Q1: 2,707 shares; 2025Q2: 2,707 shares; 2025Q3: 2,707 shares 2,707 $279K 0.12% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,868 shares; 2025Q1: 3,868 shares; 2025Q2: 4,008 shares; 2025Q3: 4,508 shares 4,508 $274K 0.12% +500 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,919 shares; 2025Q1: 3,098 shares; 2025Q2: 2,771 shares; 2025Q3: 2,203 shares 2,203 $270K 0.12% -568 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,947 shares; 2025Q2: 620 shares; 2025Q3: 8,062 shares 8,062 $257K 0.11% +7,442 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 loaded; 2024Q4: 1,957 shares; 2025Q1: 3,467 shares; 2025Q2: 3,606 shares; 2025Q3: 3,028 shares 3,028 $255K 0.11% -578 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,980 shares; 2025Q1: 4,980 shares; 2025Q2: 4,980 shares; 2025Q3: 4,980 shares 4,980 $253K 0.11% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 720 shares; 2025Q2: not reported; 2025Q3: 768 shares 768 $251K 0.11% new Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 620 shares; 2025Q1: 942 shares; 2025Q2: not reported; 2025Q3: 4,937 shares 4,937 $250K 0.11% new Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,545 shares; 2025Q1: 7,760 shares; 2025Q2: 8,225 shares; 2025Q3: 6,341 shares 6,341 $249K 0.11% -1,884 Timeline SDCI USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,800 shares 10,800 $248K 0.11% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,638 shares; 2025Q1: 2,638 shares; 2025Q2: 2,616 shares; 2025Q3: 2,601 shares 2,601 $243K 0.1% -15 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,279 shares; 2025Q2: 7,338 shares; 2025Q3: 6,896 shares 6,896 $242K 0.1% -442 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,801 shares; 2025Q1: 1,850 shares; 2025Q2: 1,749 shares; 2025Q3: 1,720 shares 1,720 $241K 0.1% -29 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,238 shares; 2025Q1: 2,189 shares; 2025Q2: 2,190 shares; 2025Q3: 2,042 shares 2,042 $234K 0.1% -148 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: not loaded; 2024Q4: 323 shares; 2025Q1: 344 shares; 2025Q2: 719 shares; 2025Q3: 704 shares 704 $231K 0.1% -15 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: not loaded; 2024Q4: 1,113 shares; 2025Q1: 1,113 shares; 2025Q2: 1,113 shares; 2025Q3: 1,113 shares 1,113 $230K 0.1% 0 Timeline BLACKROCK MUNI INC TR II BLACKROCK MUNI INC TR II More: the full row for BLACKROCK MUNI INC TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 28,900 shares; 2025Q1: 24,900 shares; 2025Q2: 21,650 shares; 2025Q3: 21,650 shares 21,650 $226K 0.1% 0 FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,825 shares; 2025Q1: 4,825 shares; 2025Q2: 4,825 shares; 2025Q3: 4,825 shares 4,825 $223K 0.1% 0 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,686 shares; 2025Q1: 7,093 shares; 2025Q2: 7,101 shares; 2025Q3: 6,298 shares 6,298 $222K 0.1% -803 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 486 shares; 2025Q1: 501 shares; 2025Q2: not reported; 2025Q3: 998 shares 998 $222K 0.1% new Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,075 shares; 2025Q1: 6,075 shares; 2025Q2: 7,925 shares; 2025Q3: 7,925 shares 7,925 $216K 0.09% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50 shares 50 $215K 0.09% new Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,750 shares 4,750 $210K 0.09% new Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,192 shares 7,192 $209K 0.09% new Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,945 shares; 2025Q1: 1,850 shares; 2025Q2: 1,686 shares; 2025Q3: 1,646 shares 1,646 $205K 0.09% -40 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,555 shares; 2025Q1: 3,555 shares; 2025Q2: not reported; 2025Q3: 3,628 shares 3,628 $197K 0.08% 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: not loaded; 2024Q4: 1,529 shares; 2025Q1: 1,767 shares; 2025Q2: 1,842 shares; 2025Q3: 1,842 shares 1,842 $185K 0.08% 0 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,632 shares; 2025Q1: 2,637 shares; 2025Q2: 2,875 shares; 2025Q3: 2,910 shares 2,910 $175K 0.08% +35 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,604 shares; 2025Q1: 1,604 shares; 2025Q2: 1,604 shares; 2025Q3: 1,604 shares 1,604 $168K 0.07% 0 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 150 shares; 2025Q1: 1,700 shares; 2025Q2: not reported; 2025Q3: 3,114 shares 3,114 $163K 0.07% new Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 547 shares; 2025Q1: 547 shares; 2025Q2: 547 shares; 2025Q3: 547 shares 547 $161K 0.07% 0 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,089 shares; 2025Q1: 1,089 shares; 2025Q2: 1,089 shares; 2025Q3: 1,089 shares 1,089 $147K 0.06% 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: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,622 shares; 2025Q1: 1,628 shares; 2025Q2: 1,622 shares; 2025Q3: 1,622 shares 1,622 $135K 0.06% 0 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,875 shares 2,875 $133K 0.06% new Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,480 shares; 2025Q1: 4,530 shares; 2025Q2: 4,530 shares; 2025Q3: 4,530 shares 4,530 $126K 0.05% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 397 shares 397 $122K 0.05% new 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: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,640 shares; 2025Q1: 2,640 shares; 2025Q2: 2,640 shares; 2025Q3: 3,815 shares 3,815 $113K 0.05% +1,175 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: not loaded; 2024Q4: 371 shares; 2025Q1: 371 shares; 2025Q2: 371 shares; 2025Q3: 371 shares 371 $110K 0.05% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,419 shares; 2025Q1: 4,419 shares; 2025Q2: 3,919 shares; 2025Q3: 3,919 shares 3,919 $103K 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: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 433 shares; 2025Q1: 455 shares; 2025Q2: 455 shares; 2025Q3: 524 shares 524 $97.7K 0.04% +69 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 454 shares; 2025Q1: 1,094 shares; 2025Q2: 1,094 shares; 2025Q3: 1,094 shares 1,094 $92.6K 0.04% 0 Timeline FEZ 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 loaded; 2024Q4: 1,380 shares; 2025Q1: 1,380 shares; 2025Q2: 1,380 shares; 2025Q3: 1,380 shares 1,380 $85.7K 0.04% 0 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,165 shares; 2025Q1: 1,165 shares; 2025Q2: 1,165 shares; 2025Q3: 1,165 shares 1,165 $85.4K 0.04% 0 Timeline XSVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares 1,500 $84.7K 0.04% 0 Timeline GCAL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,500 shares 1,500 $76.1K 0.03% new 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: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,065 shares; 2025Q1: 1,065 shares; 2025Q2: 1,067 shares; 2025Q3: 1,067 shares 1,067 $72K 0.03% 0 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: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,622 shares; 2025Q1: 2,622 shares; 2025Q2: 2,622 shares; 2025Q3: 2,622 shares 2,622 $64K 0.03% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares 1,100 $62.8K 0.03% 0 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: not loaded; 2024Q4: 116 shares; 2025Q1: 121 shares; 2025Q2: 121 shares; 2025Q3: 121 shares 121 $58K 0.03% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 499 shares; 2025Q3: 499 shares 499 $48.1K 0.02% 0 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: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares 450 $46.4K 0.02% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 225 shares; 2025Q1: 228 shares; 2025Q2: 229 shares; 2025Q3: 230 shares 230 $43.5K 0.02% +1 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,885 shares; 2025Q1: 1,885 shares; 2025Q2: 1,885 shares; 2025Q3: 1,885 shares 1,885 $42.9K 0.02% 0 Timeline INVESCO EXCH TRD SLF IDX FD INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,833 shares; 2025Q1: 1,833 shares; 2025Q2: 1,833 shares; 2025Q3: 1,833 shares 1,833 $42.3K 0.02% 0 BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,783 shares; 2025Q1: 1,783 shares; 2025Q2: 1,783 shares; 2025Q3: 1,783 shares 1,783 $41.7K 0.02% 0 Timeline FNDX 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 loaded; 2024Q4: 1,281 shares; 2025Q1: 1,281 shares; 2025Q2: 1,281 shares; 2025Q3: 1,281 shares 1,281 $33.7K 0.01% 0 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 650 shares 650 $32.4K 0.01% 0 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,463 shares; 2025Q1: 1,463 shares; 2025Q2: 1,463 shares; 2025Q3: 1,463 shares 1,463 $30.8K 0.01% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 396 shares; 2025Q1: 396 shares; 2025Q2: 200 shares; 2025Q3: 200 shares 200 $28.4K 0.01% 0 Timeline PGF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,942 shares; 2025Q1: 1,942 shares; 2025Q2: 1,942 shares; 2025Q3: 1,942 shares 1,942 $28.4K 0.01% 0 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 306 shares; 2025Q1: 309 shares; 2025Q2: 311 shares; 2025Q3: 312 shares 312 $28K 0.01% +1 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 95 shares; 2025Q1: 135 shares; 2025Q2: 135 shares; 2025Q3: 135 shares 135 $27.5K 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 132 shares; 2025Q3: 132 shares 132 $21.7K 0.01% 0 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: not reported; 2025Q3: 200 shares 200 $19.8K 0.01% new 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: not loaded; 2024Q4: 62 shares; 2025Q1: 62 shares; 2025Q2: 62 shares; 2025Q3: 62 shares 62 $15.8K 0.01% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 216 shares 216 $15.4K 0.01% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 29 shares; 2025Q2: 29 shares; 2025Q3: 29 shares 29 $13.6K 0.01% 0 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 24 shares; 2025Q2: 132 shares; 2025Q3: 132 shares 132 $13.2K 0.01% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares 75 $10.8K <0.01% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 77 shares; 2025Q3: 77 shares 77 $10.8K <0.01% 0 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares 80 $10.4K <0.01% 0 Timeline OXY/WS OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 391 shares; 2025Q1: 391 shares; 2025Q2: 391 shares; 2025Q3: 307 shares 307 $7.83K <0.01% -84 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 32 shares; 2025Q3: 32 shares 32 $6.68K <0.01% 0 Timeline RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 116 shares 116 $6.51K <0.01% new Timeline IYH 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 loaded; 2024Q4: 77 shares; 2025Q1: 77 shares; 2025Q2: 77 shares; 2025Q3: 77 shares 77 $4.52K <0.01% 0 Timeline JPIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52 shares; 2025Q3: 52 shares 52 $3.46K <0.01% 0 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: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4 shares 4 $837 <0.01% new Timeline