BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 68,869 shares; 2024Q2: 54,546 shares; 2024Q3: 66,436 shares; 2024Q4: 642,974 shares; 2025Q1: 636,984 shares; 2025Q2: 631,697 shares; 2025Q3: 631,219 shares 631,219 $21.1M 5.84% -478 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: 107,164 shares; 2024Q2: 116,592 shares; 2024Q3: 268,936 shares; 2024Q4: 58,620 shares; 2025Q1: 224,883 shares; 2025Q2: 379,915 shares; 2025Q3: 305,581 shares 305,581 $20.1M 5.58% -74,334 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: 128,837 shares; 2024Q2: 136,810 shares; 2024Q3: 133,942 shares; 2024Q4: 730,735 shares; 2025Q1: 509,920 shares; 2025Q2: 654,286 shares; 2025Q3: 614,977 shares 614,977 $19.6M 5.43% -39,309 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: 158,506 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 120,562 shares; 2025Q2: 120,562 shares; 2025Q3: 120,562 shares 120,562 $16M 4.44% 0 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: 50,846 shares; 2024Q2: 48,070 shares; 2024Q3: 34,696 shares; 2024Q4: 60,108 shares; 2025Q1: 27,131 shares; 2025Q2: 55,177 shares; 2025Q3: 47,182 shares 47,182 $11.7M 3.23% -7,995 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: 87,756 shares; 2024Q2: 71,354 shares; 2024Q3: 79,465 shares; 2024Q4: 73,937 shares; 2025Q1: 70,700 shares; 2025Q2: 38,333 shares; 2025Q3: 53,237 shares 53,237 $11.5M 3.18% +14,904 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: 37,343 shares; 2024Q2: 36,856 shares; 2024Q3: 38,108 shares; 2024Q4: 37,084 shares; 2025Q1: 36,269 shares; 2025Q2: 36,546 shares; 2025Q3: 35,210 shares 35,210 $9.92M 2.75% -1,336 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: 23,188 shares; 2024Q2: 23,878 shares; 2024Q3: 26,933 shares; 2024Q4: 29,260 shares; 2025Q1: 33,723 shares; 2025Q2: 34,429 shares; 2025Q3: 33,691 shares 33,691 $8.58M 2.38% -738 Timeline JNK 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: 71,953 shares; 2024Q2: 56,152 shares; 2024Q3: 40,308 shares; 2024Q4: 88,846 shares; 2025Q1: 2,989 shares; 2025Q2: 76,692 shares; 2025Q3: 82,754 shares 82,754 $8.11M 2.25% +6,062 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: 87,798 shares; 2024Q2: 125,581 shares; 2024Q3: 111,385 shares; 2024Q4: 2,954 shares; 2025Q1: 115,815 shares; 2025Q2: 119,978 shares; 2025Q3: 88,644 shares 88,644 $7.74M 2.14% -31,334 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: 13,409 shares; 2024Q2: 13,019 shares; 2024Q3: 12,790 shares; 2024Q4: 12,446 shares; 2025Q1: 12,316 shares; 2025Q2: 12,184 shares; 2025Q3: 12,136 shares 12,136 $7.29M 2.02% -48 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: 136,752 shares; 2024Q2: 146,611 shares; 2024Q3: 169,615 shares; 2024Q4: 218,931 shares; 2025Q1: 276,002 shares; 2025Q2: 283,528 shares; 2025Q3: 310,111 shares 310,111 $7.05M 1.95% +26,583 Timeline EMB 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: 57,385 shares; 2024Q2: 58,838 shares; 2024Q3: 51,922 shares; 2024Q4: 23,881 shares; 2025Q1: 66,346 shares; 2025Q2: 35,122 shares; 2025Q3: 68,308 shares 68,308 $6.5M 1.8% +33,186 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: 11,050 shares; 2024Q2: 21,098 shares; 2024Q3: 12,975 shares; 2024Q4: 54,608 shares; 2025Q1: 4,280 shares; 2025Q2: 4,364 shares; 2025Q3: 42,552 shares 42,552 $6.02M 1.67% +38,188 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: 36,818 shares; 2024Q2: 54,400 shares; 2024Q3: 56,481 shares; 2024Q4: 207,340 shares; 2025Q1: 216,412 shares; 2025Q2: 226,591 shares; 2025Q3: 218,699 shares 218,699 $5.97M 1.65% -7,892 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 157,432 shares; 2024Q2: 164,921 shares; 2024Q3: 178,383 shares; 2024Q4: 189,998 shares; 2025Q1: 210,225 shares; 2025Q2: 220,261 shares; 2025Q3: 247,282 shares 247,282 $5.79M 1.6% +27,021 Timeline IJS 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: 25,534 shares; 2024Q2: 38,159 shares; 2024Q3: 26,628 shares; 2024Q4: 74,876 shares; 2025Q1: 16,068 shares; 2025Q2: 15,921 shares; 2025Q3: 47,873 shares 47,873 $5.29M 1.47% +31,952 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: 23,856 shares; 2024Q2: 33,882 shares; 2024Q3: 38,912 shares; 2024Q4: 33,940 shares; 2025Q1: 54,163 shares; 2025Q2: 56,321 shares; 2025Q3: 54,369 shares 54,369 $5.08M 1.41% -1,952 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 25,357 shares; 2024Q2: 39,892 shares; 2024Q3: 48,628 shares; 2024Q4: 194,875 shares; 2025Q1: 201,371 shares; 2025Q2: 199,085 shares; 2025Q3: 218,503 shares 218,503 $4.83M 1.34% +19,418 Timeline PSTP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 123,836 shares; 2025Q2: 138,506 shares; 2025Q3: 137,488 shares 137,488 $4.78M 1.32% -1,018 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: 33,530 shares; 2024Q2: 42,314 shares; 2024Q3: 19,000 shares; 2024Q4: 21,533 shares; 2025Q1: 77,002 shares; 2025Q2: 31,226 shares; 2025Q3: 41,994 shares 41,994 $4.68M 1.3% +10,768 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: 3,482 shares; 2024Q2: 3,920 shares; 2024Q3: 5,620 shares; 2024Q4: 6,628 shares; 2025Q1: 7,560 shares; 2025Q2: 7,603 shares; 2025Q3: 8,353 shares 8,353 $4.33M 1.2% +750 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: 23,569 shares; 2024Q2: 23,522 shares; 2024Q3: 23,876 shares; 2024Q4: 24,834 shares; 2025Q1: 24,850 shares; 2025Q2: 24,502 shares; 2025Q3: 23,818 shares 23,818 $4.16M 1.15% -684 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: 342 shares; 2024Q2: 5,257 shares; 2024Q3: 10,952 shares; 2024Q4: 14,500 shares; 2025Q1: 19,591 shares; 2025Q2: 19,188 shares; 2025Q3: 20,158 shares 20,158 $3.76M 1.04% +970 Timeline BSTP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 109,134 shares; 2025Q2: 104,092 shares; 2025Q3: 102,403 shares 102,403 $3.72M 1.03% -1,689 Timeline IMCG 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: 30,556 shares; 2024Q2: 32,103 shares; 2024Q3: 36,182 shares; 2024Q4: 41,749 shares; 2025Q1: 42,336 shares; 2025Q2: 42,409 shares; 2025Q3: 43,940 shares 43,940 $3.63M 1.01% +1,531 Timeline PFRL 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 62,856 shares; 2025Q2: 67,814 shares; 2025Q3: 70,021 shares 70,021 $3.51M 0.97% +2,207 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 214,975 shares; 2024Q3: 223,746 shares; 2024Q4: 80,024 shares; 2025Q1: 198,930 shares; 2025Q2: 177,601 shares; 2025Q3: 179,247 shares 179,247 $3.51M 0.97% +1,646 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: 5,250 shares; 2024Q2: 5,128 shares; 2024Q3: 5,057 shares; 2024Q4: 5,020 shares; 2025Q1: 5,011 shares; 2025Q2: 5,037 shares; 2025Q3: 5,027 shares 5,027 $3.35M 0.93% -10 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: 31,047 shares; 2024Q2: 30,243 shares; 2024Q3: 30,618 shares; 2024Q4: 92,265 shares; 2025Q1: 93,413 shares; 2025Q2: 92,386 shares; 2025Q3: 126,237 shares 126,237 $3.33M 0.92% +33,851 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: 71,397 shares; 2024Q2: 45,793 shares; 2024Q3: 74,661 shares; 2024Q4: 57,352 shares; 2025Q1: 51,715 shares; 2025Q2: not reported; 2025Q3: 29,568 shares 29,568 $2.96M 0.82% new Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 24,342 shares; 2024Q2: 24,038 shares; 2024Q3: 16,738 shares; 2024Q4: 99,182 shares; 2025Q1: 24,040 shares; 2025Q2: 25,472 shares; 2025Q3: 31,485 shares 31,485 $2.89M 0.8% +6,013 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 74,948 shares; 2024Q2: 72,091 shares; 2024Q3: 70,514 shares; 2024Q4: 71,565 shares; 2025Q1: 82,289 shares; 2025Q2: 86,736 shares; 2025Q3: 87,831 shares 87,831 $2.88M 0.8% +1,095 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: 8,721 shares; 2024Q2: 9,545 shares; 2024Q3: 8,657 shares; 2024Q4: 9,910 shares; 2025Q1: 10,843 shares; 2025Q2: 11,616 shares; 2025Q3: 11,579 shares 11,579 $2.81M 0.78% -37 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: 43,923 shares; 2024Q2: 42,999 shares; 2024Q3: 41,652 shares; 2024Q4: 43,327 shares; 2025Q1: 45,982 shares; 2025Q2: 47,563 shares; 2025Q3: 47,999 shares 47,999 $2.74M 0.76% +436 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 47,867 shares; 2024Q2: 48,274 shares; 2024Q3: 50,847 shares; 2024Q4: 49,002 shares; 2025Q1: 47,096 shares; 2025Q2: 50,835 shares; 2025Q3: 49,682 shares 49,682 $2.68M 0.74% -1,153 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 160,715 shares; 2024Q2: 152,495 shares; 2024Q3: 152,031 shares; 2024Q4: 149,509 shares; 2025Q1: 137,275 shares; 2025Q2: 131,570 shares; 2025Q3: 127,493 shares 127,493 $2.62M 0.73% -4,077 Timeline XLC 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: 18,727 shares; 2024Q2: 18,449 shares; 2024Q3: 23,454 shares; 2024Q4: 23,155 shares; 2025Q1: 21,325 shares; 2025Q2: 21,443 shares; 2025Q3: 20,535 shares 20,535 $2.43M 0.67% -908 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: 5,419 shares; 2024Q2: 6,100 shares; 2024Q3: 8,115 shares; 2024Q4: 8,770 shares; 2025Q1: 9,091 shares; 2025Q2: 10,197 shares; 2025Q3: 10,936 shares 10,936 $2.4M 0.66% +739 Timeline BUFG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 31,162 shares; 2024Q2: 42,738 shares; 2024Q3: 70,768 shares; 2024Q4: 84,388 shares; 2025Q1: 89,913 shares; 2025Q2: 82,367 shares; 2025Q3: 88,375 shares 88,375 $2.38M 0.66% +6,008 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 160,726 shares; 2024Q2: 159,971 shares; 2024Q3: 158,073 shares; 2024Q4: 154,078 shares; 2025Q1: 138,015 shares; 2025Q2: 132,407 shares; 2025Q3: 126,376 shares 126,376 $2.38M 0.66% -6,031 Timeline SLNZ TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46,289 shares; 2025Q2: 48,083 shares; 2025Q3: 49,598 shares 49,598 $2.33M 0.65% +1,515 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 133,254 shares; 2024Q3: 140,624 shares; 2024Q4: 140,705 shares; 2025Q1: 120,426 shares; 2025Q2: 111,226 shares; 2025Q3: 103,770 shares 103,770 $2.15M 0.59% -7,456 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: 378 shares; 2024Q2: 373 shares; 2024Q3: 4,829 shares; 2024Q4: 5,164 shares; 2025Q1: 5,695 shares; 2025Q2: 5,615 shares; 2025Q3: 6,443 shares 6,443 $2.13M 0.59% +828 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: 10,559 shares; 2024Q2: 10,563 shares; 2024Q3: 7,587 shares; 2024Q4: 7,696 shares; 2025Q1: 7,931 shares; 2025Q2: 8,336 shares; 2025Q3: 8,496 shares 8,496 $2.04M 0.56% +160 Timeline ANGL 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: 61,739 shares; 2024Q2: 64,781 shares; 2024Q3: 67,131 shares; 2024Q4: 67,916 shares; 2025Q1: 64,773 shares; 2025Q2: 65,226 shares; 2025Q3: 65,104 shares 65,104 $1.94M 0.54% -122 Timeline VGSH 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,514 shares 32,514 $1.91M 0.53% new Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 29,717 shares; 2024Q2: 29,601 shares; 2024Q3: 28,996 shares; 2024Q4: 26,421 shares; 2025Q1: 26,308 shares; 2025Q2: 26,203 shares; 2025Q3: 25,557 shares 25,557 $1.66M 0.46% -646 Timeline DGRO 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: 15,401 shares; 2024Q2: 15,839 shares; 2024Q3: 18,951 shares; 2024Q4: 19,197 shares; 2025Q1: 21,336 shares; 2025Q2: 21,163 shares; 2025Q3: 23,194 shares 23,194 $1.58M 0.44% +2,031 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 10,367 shares; 2024Q2: 10,276 shares; 2024Q3: 10,472 shares; 2024Q4: 10,204 shares; 2025Q1: 10,278 shares; 2025Q2: 10,467 shares; 2025Q3: 10,232 shares 10,232 $1.58M 0.44% -235 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: 3,633 shares; 2024Q2: 3,719 shares; 2024Q3: 6,534 shares; 2024Q4: 9,055 shares; 2025Q1: 9,786 shares; 2025Q2: 9,804 shares; 2025Q3: 10,982 shares 10,982 $1.56M 0.43% +1,178 Timeline SHYL DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 23,135 shares; 2024Q2: 22,776 shares; 2024Q3: 23,597 shares; 2024Q4: 25,172 shares; 2025Q1: 31,672 shares; 2025Q2: 33,492 shares; 2025Q3: 33,401 shares 33,401 $1.52M 0.42% -91 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: 1,339 shares; 2024Q2: 1,134 shares; 2024Q3: 1,442 shares; 2024Q4: 1,790 shares; 2025Q1: 3,140 shares; 2025Q2: 3,276 shares; 2025Q3: 3,405 shares 3,405 $1.51M 0.42% +129 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,055 shares; 2025Q2: 36,372 shares; 2025Q3: 37,069 shares 37,069 $1.48M 0.41% +697 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49,766 shares; 2025Q2: 52,720 shares; 2025Q3: 52,749 shares 52,749 $1.46M 0.41% +29 Timeline HYDB 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: 22,149 shares; 2024Q2: 21,978 shares; 2024Q3: 22,356 shares; 2024Q4: 23,297 shares; 2025Q1: 27,132 shares; 2025Q2: 29,291 shares; 2025Q3: 29,463 shares 29,463 $1.41M 0.39% +172 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 7,031 shares; 2024Q2: 7,141 shares; 2024Q3: 12,570 shares; 2024Q4: 19,484 shares; 2025Q1: 21,550 shares; 2025Q2: 21,478 shares; 2025Q3: 24,513 shares 24,513 $1.41M 0.39% +3,035 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,432 shares; 2024Q2: 2,412 shares; 2024Q3: 2,434 shares; 2024Q4: 2,297 shares; 2025Q1: 2,303 shares; 2025Q2: 2,267 shares; 2025Q3: 2,274 shares 2,274 $1.39M 0.39% +7 Timeline CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 53,135 shares; 2024Q2: 51,786 shares; 2024Q3: 51,376 shares; 2024Q4: 54,715 shares; 2025Q1: 58,942 shares; 2025Q2: 59,912 shares; 2025Q3: 60,426 shares 60,426 $1.38M 0.38% +514 Timeline TECL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 9,937 shares; 2024Q2: 9,564 shares; 2024Q3: 11,797 shares; 2024Q4: 12,103 shares; 2025Q1: 14,790 shares; 2025Q2: 15,710 shares; 2025Q3: 11,019 shares 11,019 $1.37M 0.38% -4,691 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 11,645 shares; 2024Q2: 14,338 shares; 2024Q3: 25,270 shares; 2024Q4: 38,134 shares; 2025Q1: 39,841 shares; 2025Q2: 35,804 shares; 2025Q3: 40,057 shares 40,057 $1.34M 0.37% +4,253 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 4,386 shares; 2024Q2: 4,349 shares; 2024Q3: 4,295 shares; 2024Q4: 3,976 shares; 2025Q1: 3,829 shares; 2025Q2: 3,508 shares; 2025Q3: 3,638 shares 3,638 $1.33M 0.37% +130 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: not reported; 2024Q2: not reported; 2024Q3: 408 shares; 2024Q4: 526 shares; 2025Q1: 546 shares; 2025Q2: 1,659 shares; 2025Q3: 3,591 shares 3,591 $1.24M 0.34% +1,932 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: 1,869 shares; 2024Q2: 2,996 shares; 2024Q3: not reported; 2024Q4: 8,681 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,291 shares 10,291 $1.22M 0.34% new Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 6,152 shares; 2024Q2: 6,588 shares; 2024Q3: 13,211 shares; 2024Q4: 21,101 shares; 2025Q1: 22,289 shares; 2025Q2: 22,281 shares; 2025Q3: 26,128 shares 26,128 $1.22M 0.34% +3,847 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: 453 shares; 2024Q2: 674 shares; 2024Q3: 1,052 shares; 2024Q4: 1,318 shares; 2025Q1: 1,417 shares; 2025Q2: 1,420 shares; 2025Q3: 1,593 shares 1,593 $1.17M 0.32% +173 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: 3,070 shares; 2024Q2: 3,070 shares; 2024Q3: 3,090 shares; 2024Q4: 3,108 shares; 2025Q1: 3,090 shares; 2025Q2: 3,277 shares; 2025Q3: 3,553 shares 3,553 $1.12M 0.31% +276 Timeline PHYL 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: 22,947 shares; 2024Q2: 22,788 shares; 2024Q3: 23,280 shares; 2024Q4: 24,600 shares; 2025Q1: 28,054 shares; 2025Q2: 29,875 shares; 2025Q3: 31,180 shares 31,180 $1.11M 0.31% +1,305 Timeline FAS DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 5,778 shares; 2024Q2: 6,026 shares; 2024Q3: 5,544 shares; 2024Q4: 5,458 shares; 2025Q1: 5,358 shares; 2025Q2: 6,033 shares; 2025Q3: 5,910 shares 5,910 $1.06M 0.29% -123 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,107 shares; 2024Q2: 3,037 shares; 2024Q3: 2,992 shares; 2024Q4: 2,973 shares; 2025Q1: 2,907 shares; 2025Q2: 2,855 shares; 2025Q3: 2,835 shares 2,835 $982K 0.27% -20 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: 14,902 shares; 2024Q2: 14,740 shares; 2024Q3: 14,097 shares; 2024Q4: 12,201 shares; 2025Q1: 11,304 shares; 2025Q2: 10,800 shares; 2025Q3: 10,414 shares 10,414 $972K 0.27% -386 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,787 shares; 2025Q2: 16,913 shares; 2025Q3: 17,285 shares 17,285 $918K 0.25% +372 Timeline BSJT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 12,454 shares; 2024Q2: 17,958 shares; 2024Q3: 30,892 shares; 2024Q4: 31,069 shares; 2025Q1: 31,394 shares; 2025Q2: 31,423 shares; 2025Q3: 39,263 shares 39,263 $847K 0.23% +7,840 Timeline BUFT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 34,924 shares; 2024Q2: 34,924 shares; 2024Q3: 34,924 shares; 2024Q4: 34,811 shares; 2025Q1: 34,811 shares; 2025Q2: 34,468 shares; 2025Q3: 34,347 shares 34,347 $830K 0.23% -121 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: not reported; 2024Q2: 1,248 shares; 2024Q3: 2,357 shares; 2024Q4: 2,908 shares; 2025Q1: 3,652 shares; 2025Q2: 3,330 shares; 2025Q3: 3,396 shares 3,396 $827K 0.23% +66 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,249 shares; 2025Q1: not reported; 2025Q2: 12,457 shares; 2025Q3: 12,526 shares 12,526 $817K 0.23% +69 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,038 shares; 2024Q2: 1,038 shares; 2024Q3: 2,028 shares; 2024Q4: 3,143 shares; 2025Q1: 3,528 shares; 2025Q2: 3,521 shares; 2025Q3: 3,573 shares 3,573 $814K 0.23% +52 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 5,916 shares; 2024Q2: 6,316 shares; 2024Q3: 2,841 shares; 2024Q4: 4,226 shares; 2025Q1: 5,632 shares; 2025Q2: 5,497 shares; 2025Q3: 5,720 shares 5,720 $787K 0.22% +223 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: 11,530 shares; 2024Q2: 11,767 shares; 2024Q3: 8,380 shares; 2024Q4: 5,494 shares; 2025Q1: 4,689 shares; 2025Q2: 4,689 shares; 2025Q3: 4,690 shares 4,690 $785K 0.22% +1 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 7,158 shares; 2024Q2: not reported; 2024Q3: 2,057 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,716 shares 7,716 $777K 0.22% new Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 17,902 shares; 2024Q2: 17,079 shares; 2024Q3: 16,623 shares; 2024Q4: 16,230 shares; 2025Q1: 17,669 shares; 2025Q2: 17,988 shares; 2025Q3: 17,742 shares 17,742 $771K 0.21% -246 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 5,361 shares; 2024Q2: 5,553 shares; 2024Q3: 5,247 shares; 2024Q4: 4,119 shares; 2025Q1: 4,215 shares; 2025Q2: 4,141 shares; 2025Q3: 4,207 shares 4,207 $746K 0.21% +66 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 648 shares; 2025Q2: 656 shares; 2025Q3: 807 shares 807 $743K 0.21% +151 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,309 shares; 2025Q3: 3,553 shares 3,553 $727K 0.2% +1,244 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: 2,110 shares; 2024Q2: 3,979 shares; 2024Q3: 2,751 shares; 2024Q4: 2,854 shares; 2025Q1: 3,121 shares; 2025Q2: 4,085 shares; 2025Q3: 5,172 shares 5,172 $726K 0.2% +1,087 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: 8,965 shares; 2024Q2: 9,205 shares; 2024Q3: 7,726 shares; 2024Q4: 8,080 shares; 2025Q1: 8,095 shares; 2025Q2: 8,074 shares; 2025Q3: 5,138 shares 5,138 $715K 0.2% -2,936 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 963 shares; 2024Q2: 1,137 shares; 2024Q3: 2,336 shares; 2024Q4: 2,139 shares; 2025Q1: 2,408 shares; 2025Q2: 2,143 shares; 2025Q3: 2,471 shares 2,471 $712K 0.2% +328 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: 16,368 shares; 2024Q2: 17,224 shares; 2024Q3: 19,343 shares; 2024Q4: 15,382 shares; 2025Q1: 16,139 shares; 2025Q2: 14,963 shares; 2025Q3: 14,624 shares 14,624 $707K 0.2% -339 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 11,793 shares; 2025Q1: 11,225 shares; 2025Q2: 11,406 shares; 2025Q3: 14,046 shares 14,046 $706K 0.2% +2,640 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: 7,072 shares; 2024Q2: 4,159 shares; 2024Q3: 7,296 shares; 2024Q4: 5,960 shares; 2025Q1: 5,744 shares; 2025Q2: 5,805 shares; 2025Q3: 5,907 shares 5,907 $676K 0.19% +102 Timeline IQLT 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: 14,296 shares; 2024Q2: 14,687 shares; 2024Q3: 15,296 shares; 2024Q4: 15,612 shares; 2025Q1: 14,885 shares; 2025Q2: 14,942 shares; 2025Q3: 14,755 shares 14,755 $652K 0.18% -187 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,900 shares; 2024Q2: 4,681 shares; 2024Q3: 6,996 shares; 2024Q4: 5,725 shares; 2025Q1: 6,623 shares; 2025Q2: 6,643 shares; 2025Q3: 7,384 shares 7,384 $651K 0.18% +741 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 19,670 shares; 2024Q2: 23,322 shares; 2024Q3: 27,461 shares; 2024Q4: 24,204 shares; 2025Q1: 28,507 shares; 2025Q2: 26,662 shares; 2025Q3: 25,378 shares 25,378 $647K 0.18% -1,284 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9,444 shares; 2025Q1: 8,988 shares; 2025Q2: 9,100 shares; 2025Q3: 12,754 shares 12,754 $647K 0.18% +3,654 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7,560 shares; 2024Q4: 11,469 shares; 2025Q1: 12,539 shares; 2025Q2: 12,795 shares; 2025Q3: 13,194 shares 13,194 $637K 0.18% +399 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 12,351 shares; 2024Q2: 13,514 shares; 2024Q3: 15,104 shares; 2024Q4: 16,541 shares; 2025Q1: 16,195 shares; 2025Q2: 15,956 shares; 2025Q3: 16,061 shares 16,061 $636K 0.18% +105 Timeline XLRE 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: 7,736 shares; 2024Q2: 7,688 shares; 2024Q3: 7,818 shares; 2024Q4: 10,926 shares; 2025Q1: 8,831 shares; 2025Q2: 9,049 shares; 2025Q3: 14,984 shares 14,984 $631K 0.17% +5,935 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: 2,539 shares; 2024Q2: 1,606 shares; 2024Q3: 2,941 shares; 2024Q4: 1,630 shares; 2025Q1: 1,222 shares; 2025Q2: 2,206 shares; 2025Q3: 2,616 shares 2,616 $620K 0.17% +410 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: 6,532 shares; 2024Q2: 6,993 shares; 2024Q3: 9,251 shares; 2024Q4: 7,994 shares; 2025Q1: 8,591 shares; 2025Q2: 8,435 shares; 2025Q3: 8,802 shares 8,802 $614K 0.17% +367 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: not reported; 2024Q2: not reported; 2024Q3: 3,799 shares; 2024Q4: 3,247 shares; 2025Q1: 3,316 shares; 2025Q2: 3,050 shares; 2025Q3: 2,801 shares 2,801 $604K 0.17% -249 Timeline GSST 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9,466 shares; 2025Q1: 9,009 shares; 2025Q2: 9,120 shares; 2025Q3: 11,846 shares 11,846 $601K 0.17% +2,726 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,692 shares; 2024Q4: 5,434 shares; 2025Q1: 5,985 shares; 2025Q2: 6,122 shares; 2025Q3: 6,363 shares 6,363 $600K 0.17% +241 Timeline ACWI 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: 4,422 shares; 2024Q2: 4,422 shares; 2024Q3: 4,422 shares; 2024Q4: 4,322 shares; 2025Q1: 4,322 shares; 2025Q2: 4,322 shares; 2025Q3: 4,322 shares 4,322 $597K 0.17% 0 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,243 shares; 2025Q2: 2,740 shares; 2025Q3: 3,001 shares 3,001 $595K 0.16% +261 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 727 shares; 2024Q3: 1,643 shares; 2024Q4: 1,169 shares; 2025Q1: 1,325 shares; 2025Q2: 1,667 shares; 2025Q3: 1,649 shares 1,649 $582K 0.16% -18 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 4,578 shares; 2024Q2: 4,968 shares; 2024Q3: 5,049 shares; 2024Q4: 4,021 shares; 2025Q1: 4,161 shares; 2025Q2: 4,500 shares; 2025Q3: 4,514 shares 4,514 $579K 0.16% +14 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,754 shares; 2025Q2: 1,967 shares; 2025Q3: 2,142 shares 2,142 $562K 0.16% +175 Timeline HSCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 10,707 shares; 2024Q2: 11,632 shares; 2024Q3: 12,846 shares; 2024Q4: 13,810 shares; 2025Q1: 14,486 shares; 2025Q2: 14,448 shares; 2025Q3: 14,645 shares 14,645 $551K 0.15% +197 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 860 shares; 2025Q1: 1,257 shares; 2025Q2: 1,304 shares; 2025Q3: 1,609 shares 1,609 $549K 0.15% +305 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,274 shares; 2025Q2: 6,799 shares; 2025Q3: 7,165 shares 7,165 $538K 0.15% +366 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 4,752 shares; 2024Q2: 5,397 shares; 2024Q3: 6,426 shares; 2024Q4: 4,969 shares; 2025Q1: 4,826 shares; 2025Q2: 5,405 shares; 2025Q3: 5,466 shares 5,466 $538K 0.15% +61 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 8,205 shares; 2024Q2: 9,341 shares; 2024Q3: 8,064 shares; 2024Q4: 6,037 shares; 2025Q1: 6,232 shares; 2025Q2: 6,267 shares; 2025Q3: 6,414 shares 6,414 $537K 0.15% +147 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: 1,942 shares; 2024Q2: 1,733 shares; 2024Q3: 1,769 shares; 2024Q4: 2,927 shares; 2025Q1: 3,387 shares; 2025Q2: 4,119 shares; 2025Q3: 6,373 shares 6,373 $535K 0.15% +2,254 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: not reported; 2024Q2: not reported; 2024Q3: 304 shares; 2024Q4: 359 shares; 2025Q1: 488 shares; 2025Q2: 508 shares; 2025Q3: 562 shares 562 $520K 0.14% +54 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 873 shares; 2024Q2: 873 shares; 2024Q3: 873 shares; 2024Q4: 873 shares; 2025Q1: 873 shares; 2025Q2: 873 shares; 2025Q3: 873 shares 873 $520K 0.14% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,562 shares; 2024Q4: 4,757 shares; 2025Q1: 5,984 shares; 2025Q2: 6,540 shares; 2025Q3: 6,176 shares 6,176 $516K 0.14% -364 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,052 shares; 2024Q4: 930 shares; 2025Q1: 943 shares; 2025Q2: 675 shares; 2025Q3: 836 shares 836 $509K 0.14% +161 Timeline NMAX NEWSMAX INC More: the full row for NEWSMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,975 shares; 2025Q3: 39,975 shares 39,975 $496K 0.14% 0 Timeline SMOT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,709 shares; 2025Q2: 13,709 shares; 2025Q3: 13,709 shares 13,709 $495K 0.14% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 10,093 shares; 2024Q2: 10,185 shares; 2024Q3: 6,609 shares; 2024Q4: 5,290 shares; 2025Q1: 5,358 shares; 2025Q2: 5,445 shares; 2025Q3: 5,154 shares 5,154 $492K 0.14% -291 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: 5,324 shares; 2024Q2: 12,870 shares; 2024Q3: 17,126 shares; 2024Q4: 14,316 shares; 2025Q1: 10,944 shares; 2025Q2: 9,526 shares; 2025Q3: 10,622 shares 10,622 $479K 0.13% +1,096 Timeline LTL 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: 3,258 shares; 2024Q2: 3,461 shares; 2024Q3: 4,666 shares; 2024Q4: 4,422 shares; 2025Q1: 4,196 shares; 2025Q2: 4,180 shares; 2025Q3: 3,987 shares 3,987 $466K 0.13% -193 Timeline BSJU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,793 shares; 2025Q2: 16,810 shares; 2025Q3: 17,295 shares 17,295 $452K 0.13% +485 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,612 shares; 2025Q3: 15,612 shares 15,612 $451K 0.12% 0 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 4,272 shares; 2024Q2: 4,395 shares; 2024Q3: 4,637 shares; 2024Q4: 4,801 shares; 2025Q1: 4,981 shares; 2025Q2: 5,028 shares; 2025Q3: 5,024 shares 5,024 $450K 0.12% -4 Timeline XDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 493,686 shares; 2024Q2: 501,253 shares; 2024Q3: 479,085 shares; 2024Q4: 15,405 shares; 2025Q1: 14,239 shares; 2025Q2: 12,288 shares; 2025Q3: 11,137 shares 11,137 $447K 0.12% -1,151 Timeline WANT DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 7,845 shares; 2024Q2: 9,510 shares; 2024Q3: 5,964 shares; 2024Q4: 5,342 shares; 2025Q1: 7,649 shares; 2025Q2: 7,866 shares; 2025Q3: 8,379 shares 8,379 $447K 0.12% +513 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: 8,180 shares; 2024Q2: 17,048 shares; 2024Q3: 18,595 shares; 2024Q4: 15,726 shares; 2025Q1: 12,449 shares; 2025Q2: 7,811 shares; 2025Q3: 6,730 shares 6,730 $445K 0.12% -1,081 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: not reported; 2024Q2: not reported; 2024Q3: 653 shares; 2024Q4: 1,235 shares; 2025Q1: 1,923 shares; 2025Q2: 1,524 shares; 2025Q3: 1,577 shares 1,577 $445K 0.12% +53 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 559 shares; 2024Q2: 629 shares; 2024Q3: 668 shares; 2024Q4: 603 shares; 2025Q1: 719 shares; 2025Q2: 820 shares; 2025Q3: 903 shares 903 $438K 0.12% +83 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,335 shares; 2025Q3: 1,548 shares 1,548 $435K 0.12% +213 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: 1,455 shares; 2024Q2: 1,472 shares; 2024Q3: 1,560 shares; 2024Q4: 1,667 shares; 2025Q1: 1,675 shares; 2025Q2: 1,669 shares; 2025Q3: 1,751 shares 1,751 $432K 0.12% +82 Timeline MMD NYLIM MACKAY DEFINEDTERM MUN More: the full row for NYLIM MACKAY DEFINEDTERM MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 26,657 shares; 2024Q2: 26,736 shares; 2024Q3: 27,023 shares; 2024Q4: 28,114 shares; 2025Q1: 28,444 shares; 2025Q2: 28,455 shares; 2025Q3: 28,460 shares 28,460 $431K 0.12% +5 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,103 shares; 2025Q2: 2,640 shares; 2025Q3: 3,194 shares 3,194 $430K 0.12% +554 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 241 shares; 2025Q2: 272 shares; 2025Q3: 352 shares 352 $422K 0.12% +80 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: 258 shares; 2024Q2: 252 shares; 2024Q3: 405 shares; 2024Q4: 394 shares; 2025Q1: 355 shares; 2025Q2: 397 shares; 2025Q3: 541 shares 541 $413K 0.11% +144 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,283 shares; 2024Q2: 2,748 shares; 2024Q3: 3,012 shares; 2024Q4: 2,301 shares; 2025Q1: 2,458 shares; 2025Q2: 2,438 shares; 2025Q3: 2,344 shares 2,344 $409K 0.11% -94 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,509 shares; 2024Q2: 1,847 shares; 2024Q3: 2,162 shares; 2024Q4: 2,516 shares; 2025Q1: 2,715 shares; 2025Q2: 2,584 shares; 2025Q3: 2,627 shares 2,627 $408K 0.11% +43 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,026 shares; 2025Q2: 1,078 shares; 2025Q3: 1,160 shares 1,160 $407K 0.11% +82 Timeline BSJV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,674 shares; 2025Q2: 14,679 shares; 2025Q3: 14,979 shares 14,979 $401K 0.11% +300 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,018 shares; 2024Q3: 2,840 shares; 2024Q4: 1,352 shares; 2025Q1: 1,256 shares; 2025Q2: 1,256 shares; 2025Q3: 1,259 shares 1,259 $400K 0.11% +3 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 6,024 shares; 2024Q2: 6,285 shares; 2024Q3: 6,480 shares; 2024Q4: 6,708 shares; 2025Q1: 6,574 shares; 2025Q2: 5,240 shares; 2025Q3: 4,445 shares 4,445 $397K 0.11% -795 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,968 shares; 2024Q2: 2,105 shares; 2024Q3: 2,292 shares; 2024Q4: 2,444 shares; 2025Q1: 2,441 shares; 2025Q2: 2,347 shares; 2025Q3: 2,332 shares 2,332 $397K 0.11% -15 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,844 shares; 2024Q2: 3,669 shares; 2024Q3: 3,285 shares; 2024Q4: 2,548 shares; 2025Q1: 2,456 shares; 2025Q2: 1,536 shares; 2025Q3: 1,329 shares 1,329 $396K 0.11% -207 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 7,890 shares; 2024Q2: 8,149 shares; 2024Q3: 7,030 shares; 2024Q4: 6,065 shares; 2025Q1: 6,365 shares; 2025Q2: 6,949 shares; 2025Q3: 6,307 shares 6,307 $388K 0.11% -642 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,320 shares; 2024Q4: 1,258 shares; 2025Q1: not reported; 2025Q2: 2,499 shares; 2025Q3: 2,362 shares 2,362 $384K 0.11% -137 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: 1,595 shares; 2024Q2: 1,595 shares; 2024Q3: 1,596 shares; 2024Q4: 1,702 shares; 2025Q1: 1,589 shares; 2025Q2: 1,511 shares; 2025Q3: 1,536 shares 1,536 $372K 0.1% +25 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: 1,308 shares; 2024Q2: 1,350 shares; 2024Q3: 578 shares; 2024Q4: 636 shares; 2025Q1: 623 shares; 2025Q2: 764 shares; 2025Q3: 735 shares 735 $370K 0.1% -29 Timeline UCC 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: 6,602 shares; 2024Q2: 6,602 shares; 2024Q3: 6,605 shares; 2024Q4: 6,612 shares; 2025Q1: 6,604 shares; 2025Q2: 6,625 shares; 2025Q3: 6,643 shares 6,643 $363K 0.1% +18 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: 496 shares; 2024Q2: 1,216 shares; 2024Q3: 676 shares; 2024Q4: 788 shares; 2025Q1: 791 shares; 2025Q2: 778 shares; 2025Q3: 725 shares 725 $362K 0.1% -53 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: 4,818 shares; 2024Q2: 4,541 shares; 2024Q3: 4,525 shares; 2024Q4: 6,491 shares; 2025Q1: 6,478 shares; 2025Q2: 6,479 shares; 2025Q3: 6,046 shares 6,046 $362K 0.1% -433 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 618 shares; 2025Q3: 756 shares 756 $360K 0.1% +138 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: 1,143 shares; 2024Q2: 1,143 shares; 2024Q3: 1,143 shares; 2024Q4: 1,143 shares; 2025Q1: 1,143 shares; 2025Q2: 1,143 shares; 2025Q3: 1,143 shares 1,143 $357K 0.1% 0 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 428 shares; 2025Q1: 476 shares; 2025Q2: 484 shares; 2025Q3: 623 shares 623 $354K 0.1% +139 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: not reported; 2024Q2: not reported; 2024Q3: 2,941 shares; 2024Q4: 2,942 shares; 2025Q1: 3,152 shares; 2025Q2: 3,151 shares; 2025Q3: 3,422 shares 3,422 $353K 0.1% +271 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,535 shares; 2024Q2: 3,874 shares; 2024Q3: 4,857 shares; 2024Q4: 7,160 shares; 2025Q1: 9,104 shares; 2025Q2: 5,438 shares; 2025Q3: 5,501 shares 5,501 $353K 0.1% +63 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 11,633 shares; 2024Q2: 12,654 shares; 2024Q3: 12,822 shares; 2024Q4: 9,842 shares; 2025Q1: 9,212 shares; 2025Q2: 6,180 shares; 2025Q3: 5,192 shares 5,192 $351K 0.1% -988 Timeline RSPT 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: 13,023 shares; 2024Q2: 11,494 shares; 2024Q3: 10,841 shares; 2024Q4: 11,637 shares; 2025Q1: 10,213 shares; 2025Q2: 9,122 shares; 2025Q3: 7,872 shares 7,872 $351K 0.1% -1,250 Timeline DUSL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,932 shares; 2024Q2: 4,370 shares; 2024Q3: 4,347 shares; 2024Q4: 4,424 shares; 2025Q1: 4,684 shares; 2025Q2: 4,768 shares; 2025Q3: 4,650 shares 4,650 $351K 0.1% -118 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,857 shares 1,857 $347K 0.1% new Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,360 shares; 2025Q3: 1,660 shares 1,660 $337K 0.09% +300 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 9,554 shares; 2024Q2: 5,088 shares; 2024Q3: 4,823 shares; 2024Q4: 3,696 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,780 shares 4,780 $336K 0.09% new Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 559 shares; 2025Q2: 643 shares; 2025Q3: 677 shares 677 $334K 0.09% +34 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,347 shares; 2025Q2: 1,461 shares; 2025Q3: 1,592 shares 1,592 $326K 0.09% +131 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: 1,585 shares; 2024Q2: 1,585 shares; 2024Q3: 1,584 shares; 2024Q4: 1,584 shares; 2025Q1: 1,584 shares; 2025Q2: 1,555 shares; 2025Q3: 1,555 shares 1,555 $325K 0.09% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,807 shares; 2025Q2: 5,284 shares; 2025Q3: 4,700 shares 4,700 $322K 0.09% -584 Timeline EFO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 4,823 shares; 2024Q3: 4,884 shares; 2024Q4: 5,995 shares; 2025Q1: 5,488 shares; 2025Q2: 5,244 shares; 2025Q3: 5,402 shares 5,402 $322K 0.09% +158 Timeline EJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 8,796 shares; 2024Q2: 9,066 shares; 2024Q3: 9,858 shares; 2024Q4: 10,557 shares; 2025Q1: 9,597 shares; 2025Q2: 9,675 shares; 2025Q3: 9,616 shares 9,616 $319K 0.09% -59 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,505 shares; 2025Q2: 5,418 shares; 2025Q3: 7,157 shares 7,157 $315K 0.09% +1,739 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: not reported; 2024Q2: not reported; 2024Q3: 3,296 shares; 2024Q4: 4,115 shares; 2025Q1: 5,193 shares; 2025Q2: 5,114 shares; 2025Q3: 4,723 shares 4,723 $313K 0.09% -391 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,355 shares; 2025Q3: 1,670 shares 1,670 $310K 0.09% +315 Timeline QQMG INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,272 shares 7,272 $301K 0.08% new 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 289 shares; 2025Q3: 249 shares 249 $291K 0.08% -40 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: 1,064 shares; 2024Q2: not reported; 2024Q3: 1,072 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 976 shares; 2025Q3: 997 shares 997 $281K 0.08% +21 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 612 shares; 2025Q1: 666 shares; 2025Q2: 666 shares; 2025Q3: 688 shares 688 $279K 0.08% +22 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 15,010 shares; 2024Q2: 9,292 shares; 2024Q3: not reported; 2024Q4: 3,248 shares; 2025Q1: 3,248 shares; 2025Q2: 3,254 shares; 2025Q3: 3,254 shares 3,254 $273K 0.08% 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,133 shares; 2025Q2: not reported; 2025Q3: 1,133 shares 1,133 $262K 0.07% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,668 shares; 2025Q3: 4,617 shares 4,617 $262K 0.07% -51 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: not reported; 2024Q2: not reported; 2024Q3: 1,013 shares; 2024Q4: 1,313 shares; 2025Q1: 1,681 shares; 2025Q2: 1,696 shares; 2025Q3: 1,398 shares 1,398 $257K 0.07% -298 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,898 shares; 2025Q1: 1,898 shares; 2025Q2: 1,898 shares; 2025Q3: 1,748 shares 1,748 $255K 0.07% -150 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: not reported; 2024Q2: 2,883 shares; 2024Q3: 2,883 shares; 2024Q4: 2,269 shares; 2025Q1: 2,269 shares; 2025Q2: 2,287 shares; 2025Q3: 1,787 shares 1,787 $242K 0.07% -500 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 844 shares; 2025Q1: 844 shares; 2025Q2: 844 shares; 2025Q3: 844 shares 844 $236K 0.07% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares 10,000 $229K 0.06% new 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: not reported; 2024Q2: 31,902 shares; 2024Q3: 23,681 shares; 2024Q4: 102,263 shares; 2025Q1: 131,259 shares; 2025Q2: 14,300 shares; 2025Q3: 2,745 shares 2,745 $228K 0.06% -11,555 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,231 shares 1,231 $225K 0.06% new 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,972 shares 1,972 $222K 0.06% new 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 725 shares 725 $218K 0.06% new Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 7,929 shares; 2024Q2: not reported; 2024Q3: 20,103 shares; 2024Q4: not reported; 2025Q1: 60,933 shares; 2025Q2: 21,691 shares; 2025Q3: 2,342 shares 2,342 $209K 0.06% -19,349 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 444 shares 444 $208K 0.06% new 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: not reported; 2024Q2: 72,660 shares; 2024Q3: 71,751 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,860 shares 8,860 $204K 0.06% new KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,491 shares; 2025Q2: 14,051 shares; 2025Q3: 11,860 shares 11,860 $192K 0.05% -2,191 Timeline CMPX COMPASS THERAPEUTICS INC More: the full row for COMPASS THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 13,495 shares; 2024Q4: 13,495 shares; 2025Q1: 13,495 shares; 2025Q2: 13,495 shares; 2025Q3: 13,495 shares 13,495 $47K 0.01% 0 Timeline ONCY ONCOLYTICS BIOTECH INC More: the full row for ONCOLYTICS BIOTECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 20,620 shares; 2024Q4: 20,620 shares; 2025Q1: 20,620 shares; 2025Q2: 20,620 shares; 2025Q3: 20,620 shares 20,620 $29K 0.01% 0 Timeline GERN GERON CORP More: the full row for GERON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 13,610 shares; 2024Q4: 17,270 shares; 2025Q1: 17,270 shares; 2025Q2: 17,270 shares; 2025Q3: 17,270 shares 17,270 $24K 0.01% 0 Timeline