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: 489,771 shares; 2024Q4: 490,133 shares; 2025Q1: 521,620 shares; 2025Q2: 497,839 shares; 2025Q3: 508,568 shares 508,568 $25.8M 4.87% +10,729 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 391,646 shares; 2024Q4: 401,574 shares; 2025Q1: 420,791 shares; 2025Q2: 448,072 shares; 2025Q3: 453,593 shares 453,593 $25.1M 4.74% +5,521 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: 179,990 shares; 2024Q4: 699,095 shares; 2025Q1: 691,175 shares; 2025Q2: 754,621 shares; 2025Q3: 720,297 shares 720,297 $23M 4.34% -34,324 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: 91,338 shares; 2024Q4: 92,577 shares; 2025Q1: 90,167 shares; 2025Q2: 90,824 shares; 2025Q3: 87,733 shares 87,733 $22.3M 4.22% -3,091 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: 197,353 shares; 2024Q4: 199,338 shares; 2025Q1: 202,311 shares; 2025Q2: 206,758 shares; 2025Q3: 203,536 shares 203,536 $20.3M 3.84% -3,222 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: 149,605 shares; 2024Q4: 158,785 shares; 2025Q1: 169,723 shares; 2025Q2: 179,455 shares; 2025Q3: 176,481 shares 176,481 $15.4M 2.91% -2,974 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,020 shares; 2024Q4: 200,616 shares; 2025Q1: 199,044 shares; 2025Q2: 199,519 shares; 2025Q3: 194,631 shares 194,631 $15.2M 2.88% -4,888 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: 19,464 shares; 2024Q4: 18,965 shares; 2025Q1: 18,384 shares; 2025Q2: 18,310 shares; 2025Q3: 17,882 shares 17,882 $13.6M 2.58% -428 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: 84,368 shares; 2024Q4: 91,273 shares; 2025Q1: 104,690 shares; 2025Q2: 109,592 shares; 2025Q3: 125,543 shares 125,543 $12.1M 2.29% +15,951 Timeline JSCP 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: 130,874 shares; 2024Q4: 194,566 shares; 2025Q1: 215,090 shares; 2025Q2: 226,657 shares; 2025Q3: 243,153 shares 243,153 $11.6M 2.19% +16,496 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,028 shares; 2024Q4: 36,425 shares; 2025Q1: 35,823 shares; 2025Q2: 38,162 shares; 2025Q3: 36,324 shares 36,324 $10.2M 1.93% -1,838 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,284 shares; 2024Q4: 169,857 shares; 2025Q1: 163,823 shares; 2025Q2: 163,782 shares; 2025Q3: 151,895 shares 151,895 $8.99M 1.7% -11,887 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: 14,865 shares; 2024Q4: 14,480 shares; 2025Q1: 13,237 shares; 2025Q2: 12,824 shares; 2025Q3: 12,024 shares 12,024 $8.83M 1.67% -800 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: 26,699 shares; 2024Q4: 27,982 shares; 2025Q1: 27,987 shares; 2025Q2: 27,623 shares; 2025Q3: 26,592 shares 26,592 $8.39M 1.58% -1,031 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,052 shares; 2024Q4: 98,338 shares; 2025Q1: 98,829 shares; 2025Q2: 98,689 shares; 2025Q3: 95,588 shares 95,588 $8.25M 1.56% -3,101 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: 36,592 shares; 2024Q4: 33,517 shares; 2025Q1: 31,760 shares; 2025Q2: 45,599 shares; 2025Q3: 42,586 shares 42,586 $7.95M 1.5% -3,013 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: 81,956 shares; 2024Q4: 75,209 shares; 2025Q1: 66,433 shares; 2025Q2: 66,027 shares; 2025Q3: 65,004 shares 65,004 $7.72M 1.46% -1,023 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: 32,085 shares; 2024Q4: 33,377 shares; 2025Q1: 34,409 shares; 2025Q2: 34,990 shares; 2025Q3: 34,402 shares 34,402 $7.55M 1.43% -588 Timeline JPIE 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: 95,368 shares; 2024Q4: 119,317 shares; 2025Q1: 151,858 shares; 2025Q2: 148,741 shares; 2025Q3: 155,710 shares 155,710 $7.23M 1.36% +6,969 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,835 shares; 2024Q4: 32,861 shares; 2025Q1: 33,843 shares; 2025Q2: 33,843 shares; 2025Q3: 33,377 shares 33,377 $7.2M 1.36% -466 Timeline SSUS STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,064 shares; 2024Q4: 164,471 shares; 2025Q1: 160,073 shares; 2025Q2: 160,001 shares; 2025Q3: 148,778 shares 148,778 $7.19M 1.36% -11,223 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: 23,032 shares; 2024Q4: 22,966 shares; 2025Q1: 23,337 shares; 2025Q2: 23,337 shares; 2025Q3: 22,700 shares 22,700 $6.76M 1.28% -637 Timeline FV 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: 117,437 shares; 2024Q4: 114,926 shares; 2025Q1: 112,252 shares; 2025Q2: 112,235 shares; 2025Q3: 108,560 shares 108,560 $6.72M 1.27% -3,675 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: 44,579 shares; 2024Q4: 43,750 shares; 2025Q1: 42,621 shares; 2025Q2: 42,627 shares; 2025Q3: 42,181 shares 42,181 $6.71M 1.27% -446 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,166 shares; 2025Q3: 30,898 shares 30,898 $6.45M 1.22% -268 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: 13,737 shares; 2024Q4: 14,976 shares; 2025Q1: 15,166 shares; 2025Q2: 14,166 shares; 2025Q3: 22,566 shares 22,566 $6.37M 1.2% +8,400 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: 27,140 shares; 2024Q4: 27,017 shares; 2025Q1: 26,206 shares; 2025Q2: 26,858 shares; 2025Q3: 26,069 shares 26,069 $6.35M 1.2% -789 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: 94,537 shares; 2024Q4: 102,812 shares; 2025Q1: 111,863 shares; 2025Q2: 115,407 shares; 2025Q3: 111,881 shares 111,881 $6.06M 1.14% -3,526 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 reported; 2024Q4: 9,774 shares; 2025Q1: 9,615 shares; 2025Q2: 10,212 shares; 2025Q3: 9,385 shares 9,385 $5.63M 1.06% -827 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,147 shares; 2024Q4: 15,399 shares; 2025Q1: 15,976 shares; 2025Q2: 10,768 shares; 2025Q3: 10,760 shares 10,760 $5.57M 1.05% -8 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,830 shares; 2024Q4: 182,553 shares; 2025Q1: 202,172 shares; 2025Q2: 207,155 shares; 2025Q3: 281,728 shares 281,728 $5.46M 1.03% +74,573 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,774 shares; 2024Q4: 74,725 shares; 2025Q1: 100,444 shares; 2025Q2: 42,274 shares; 2025Q3: 54,281 shares 54,281 $5.4M 1.02% +12,007 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: 21,317 shares; 2024Q4: 22,885 shares; 2025Q1: 22,437 shares; 2025Q2: 22,915 shares; 2025Q3: 21,582 shares 21,582 $5.25M 0.99% -1,333 Timeline JMST 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: 54,379 shares; 2024Q4: 68,907 shares; 2025Q1: 59,022 shares; 2025Q2: 87,990 shares; 2025Q3: 87,598 shares 87,598 $4.47M 0.84% -392 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: 34,393 shares; 2024Q4: 34,338 shares; 2025Q1: 33,548 shares; 2025Q2: 33,647 shares; 2025Q3: 33,259 shares 33,259 $4.33M 0.82% -388 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,637 shares; 2024Q4: 36,252 shares; 2025Q1: 42,085 shares; 2025Q2: 41,501 shares; 2025Q3: 41,965 shares 41,965 $4.23M 0.8% +464 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: 26,349 shares; 2024Q4: 25,712 shares; 2025Q1: 26,907 shares; 2025Q2: 26,906 shares; 2025Q3: 26,487 shares 26,487 $4.07M 0.77% -419 Timeline LDUR 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: 42,926 shares; 2024Q4: 37,315 shares; 2025Q1: 42,510 shares; 2025Q2: 42,926 shares; 2025Q3: 41,231 shares 41,231 $3.96M 0.75% -1,695 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: 41,105 shares; 2024Q4: 49,776 shares; 2025Q1: 55,970 shares; 2025Q2: 57,947 shares; 2025Q3: 65,743 shares 65,743 $3.75M 0.71% +7,796 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,394 shares; 2024Q4: 22,623 shares; 2025Q1: 14,930 shares; 2025Q2: 24,543 shares; 2025Q3: 36,762 shares 36,762 $3.37M 0.64% +12,219 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: 25,458 shares; 2024Q4: 25,176 shares; 2025Q1: 25,063 shares; 2025Q2: 25,063 shares; 2025Q3: 24,601 shares 24,601 $3.23M 0.61% -462 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,112 shares; 2024Q4: 6,597 shares; 2025Q1: 7,315 shares; 2025Q2: 7,273 shares; 2025Q3: 7,229 shares 7,229 $3.21M 0.61% -44 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,621 shares; 2024Q4: 85,727 shares; 2025Q1: 82,668 shares; 2025Q2: 79,708 shares; 2025Q3: 73,793 shares 73,793 $3.16M 0.6% -5,915 Timeline FLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,533 shares; 2024Q4: 41,289 shares; 2025Q1: 42,018 shares; 2025Q2: 42,018 shares; 2025Q3: 41,951 shares 41,951 $3.09M 0.58% -67 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,689 shares; 2024Q4: 33,444 shares; 2025Q1: 30,633 shares; 2025Q2: 32,583 shares; 2025Q3: 29,010 shares 29,010 $3.03M 0.57% -3,573 Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,844 shares; 2024Q4: 44,844 shares; 2025Q1: 44,844 shares; 2025Q2: 45,222 shares; 2025Q3: 58,249 shares 58,249 $2.99M 0.56% +13,027 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,291 shares; 2024Q4: 40,485 shares; 2025Q1: 39,953 shares; 2025Q2: 39,953 shares; 2025Q3: 39,525 shares 39,525 $2.98M 0.56% -428 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: 8,296 shares; 2024Q4: 8,507 shares; 2025Q1: 8,649 shares; 2025Q2: 8,790 shares; 2025Q3: 8,862 shares 8,862 $2.91M 0.55% +72 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: 2,075 shares; 2024Q4: 2,534 shares; 2025Q1: 2,632 shares; 2025Q2: 4,340 shares; 2025Q3: 4,353 shares 4,353 $2.9M 0.55% +13 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: 8,527 shares; 2024Q4: 8,527 shares; 2025Q1: 8,427 shares; 2025Q2: 8,427 shares; 2025Q3: 8,355 shares 8,355 $2.85M 0.54% -72 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: 4,556 shares; 2024Q4: 4,610 shares; 2025Q1: 4,598 shares; 2025Q2: 4,621 shares; 2025Q3: 4,628 shares 4,628 $2.83M 0.54% +7 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: 11,218 shares; 2024Q4: 11,355 shares; 2025Q1: 11,119 shares; 2025Q2: 11,154 shares; 2025Q3: 11,094 shares 11,094 $2.82M 0.53% -60 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,111 shares; 2024Q4: 38,447 shares; 2025Q1: 37,725 shares; 2025Q2: 37,600 shares; 2025Q3: 37,226 shares 37,226 $2.73M 0.52% -374 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: 5,260 shares; 2024Q4: 5,467 shares; 2025Q1: 5,520 shares; 2025Q2: 5,409 shares; 2025Q3: 5,423 shares 5,423 $2.73M 0.51% +14 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,080 shares; 2024Q4: 59,900 shares; 2025Q1: 58,273 shares; 2025Q2: 60,639 shares; 2025Q3: 57,921 shares 57,921 $2.68M 0.51% -2,718 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,712 shares; 2024Q4: 2,709 shares; 2025Q1: 2,709 shares; 2025Q2: 2,709 shares; 2025Q3: 2,709 shares 2,709 $2.49M 0.47% 0 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,362 shares; 2024Q4: 41,641 shares; 2025Q1: 41,114 shares; 2025Q2: 41,088 shares; 2025Q3: 40,763 shares 40,763 $2.42M 0.46% -325 IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,608 shares; 2024Q4: 12,483 shares; 2025Q1: 11,871 shares; 2025Q2: 11,757 shares; 2025Q3: 12,080 shares 12,080 $2.14M 0.4% +323 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: 6,680 shares; 2024Q4: 6,672 shares; 2025Q1: 6,728 shares; 2025Q2: 6,763 shares; 2025Q3: 6,726 shares 6,726 $2.04M 0.39% -37 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: 725 shares; 2024Q4: 725 shares; 2025Q1: 725 shares; 2025Q2: 725 shares; 2025Q3: 2,130 shares 2,130 $1.97M 0.37% +1,405 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: 5,219 shares; 2024Q4: 5,478 shares; 2025Q1: 5,571 shares; 2025Q2: 6,402 shares; 2025Q3: 12,637 shares 12,637 $1.96M 0.37% +6,235 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: 74,320 shares; 2024Q4: 60,237 shares; 2025Q1: 44,107 shares; 2025Q2: 43,476 shares; 2025Q3: 42,981 shares 42,981 $1.89M 0.36% -495 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,406 shares; 2024Q4: 21,331 shares; 2025Q1: 21,031 shares; 2025Q2: 21,031 shares; 2025Q3: 20,831 shares 20,831 $1.89M 0.36% -200 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: 40,135 shares; 2024Q4: 36,610 shares; 2025Q1: 36,320 shares; 2025Q2: 36,320 shares; 2025Q3: 36,320 shares 36,320 $1.87M 0.35% 0 Timeline GVIP 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: 12,505 shares; 2024Q4: 12,505 shares; 2025Q1: 12,208 shares; 2025Q2: 12,208 shares; 2025Q3: 12,208 shares 12,208 $1.87M 0.35% 0 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: 8,591 shares; 2024Q4: 8,591 shares; 2025Q1: 7,841 shares; 2025Q2: 7,841 shares; 2025Q3: 7,795 shares 7,795 $1.87M 0.35% -46 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: 4,251 shares; 2024Q4: 4,092 shares; 2025Q1: 4,069 shares; 2025Q2: 3,946 shares; 2025Q3: 3,764 shares 3,764 $1.81M 0.34% -182 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares 2 $1.58M 0.3% 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: 6,417 shares; 2024Q4: 6,503 shares; 2025Q1: 6,475 shares; 2025Q2: 6,475 shares; 2025Q3: 6,725 shares 6,725 $1.56M 0.29% +250 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: 2,365 shares; 2024Q4: 2,462 shares; 2025Q1: 2,324 shares; 2025Q2: 2,324 shares; 2025Q3: 2,324 shares 2,324 $1.56M 0.29% 0 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: 10,870 shares; 2024Q4: 10,870 shares; 2025Q1: 5,270 shares; 2025Q2: 4,592 shares; 2025Q3: 4,609 shares 4,609 $1.52M 0.29% +17 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: 13,251 shares; 2024Q4: 18,106 shares; 2025Q1: 18,384 shares; 2025Q2: 18,569 shares; 2025Q3: 18,707 shares 18,707 $1.34M 0.25% +138 Timeline SSO 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: 10,408 shares; 2024Q4: 10,303 shares; 2025Q1: 10,303 shares; 2025Q2: 12,314 shares; 2025Q3: 11,709 shares 11,709 $1.31M 0.25% -605 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,681 shares; 2024Q4: 41,088 shares; 2025Q1: 42,603 shares; 2025Q2: 43,486 shares; 2025Q3: 43,486 shares 43,486 $1.23M 0.23% 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: restricted; 2024Q2: restricted; 2024Q3: 15,157 shares; 2024Q4: 18,857 shares; 2025Q1: 18,857 shares; 2025Q2: 17,170 shares; 2025Q3: 17,170 shares 17,170 $1.17M 0.22% 0 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: 6,668 shares; 2024Q4: 6,918 shares; 2025Q1: 7,015 shares; 2025Q2: 7,015 shares; 2025Q3: 7,015 shares 7,015 $1.17M 0.22% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,914 shares; 2024Q4: 3,916 shares; 2025Q1: 5,218 shares; 2025Q2: 6,422 shares; 2025Q3: 6,925 shares 6,925 $1.16M 0.22% +503 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: restricted; 2024Q2: restricted; 2024Q3: 4,075 shares; 2024Q4: 3,820 shares; 2025Q1: 3,820 shares; 2025Q2: 3,820 shares; 2025Q3: 3,820 shares 3,820 $1.14M 0.21% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,736 shares; 2024Q4: 1,736 shares; 2025Q1: 1,736 shares; 2025Q2: 1,736 shares; 2025Q3: 1,736 shares 1,736 $1.11M 0.21% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,635 shares; 2024Q4: 4,635 shares; 2025Q1: 4,585 shares; 2025Q2: 3,112 shares; 2025Q3: 3,065 shares 3,065 $1.09M 0.21% -47 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,587 shares; 2024Q4: 9,087 shares; 2025Q1: 7,400 shares; 2025Q2: 7,400 shares; 2025Q3: 7,400 shares 7,400 $1.08M 0.2% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,126 shares; 2024Q4: 2,858 shares; 2025Q1: 2,813 shares; 2025Q2: 2,800 shares; 2025Q3: 2,760 shares 2,760 $1.05M 0.2% -40 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares 1,700 $967K 0.18% 0 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,865 shares; 2024Q4: 15,751 shares; 2025Q1: 16,192 shares; 2025Q2: 16,192 shares; 2025Q3: 15,737 shares 15,737 $945K 0.18% -455 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,967 shares; 2024Q4: 11,065 shares; 2025Q1: 11,146 shares; 2025Q2: 13,234 shares; 2025Q3: 13,344 shares 13,344 $914K 0.17% +110 Timeline BTCL WORLD FDS TR More: the full row for WORLD FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,136 shares; 2025Q1: 16,136 shares; 2025Q2: 16,136 shares; 2025Q3: 16,136 shares 16,136 $907K 0.17% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,088 shares; 2025Q3: 2,883 shares 2,883 $867K 0.16% -205 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,450 shares 6,450 $864K 0.16% new 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: 12,986 shares; 2024Q4: 12,888 shares; 2025Q1: 12,851 shares; 2025Q2: 12,976 shares; 2025Q3: 12,976 shares 12,976 $861K 0.16% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,578 shares; 2024Q4: 10,593 shares; 2025Q1: 10,413 shares; 2025Q2: 10,404 shares; 2025Q3: 10,186 shares 10,186 $814K 0.15% -218 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,224 shares; 2024Q4: 16,707 shares; 2025Q1: 15,086 shares; 2025Q2: 15,086 shares; 2025Q3: 14,943 shares 14,943 $792K 0.15% -143 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: 480 shares; 2024Q4: 479 shares; 2025Q1: 1,422 shares; 2025Q2: 2,422 shares; 2025Q3: 1,535 shares 1,535 $766K 0.14% -887 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares 1,800 $760K 0.14% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,715 shares; 2024Q4: 2,721 shares; 2025Q1: 2,721 shares; 2025Q2: 2,721 shares; 2025Q3: 2,721 shares 2,721 $760K 0.14% 0 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: 6,595 shares; 2024Q4: 6,443 shares; 2025Q1: 6,437 shares; 2025Q2: 6,274 shares; 2025Q3: 6,274 shares 6,274 $757K 0.14% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,892 shares; 2024Q4: 7,500 shares; 2025Q1: 7,049 shares; 2025Q2: 7,324 shares; 2025Q3: 7,267 shares 7,267 $749K 0.14% -57 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: 748 shares; 2024Q4: 1,460 shares; 2025Q1: 2,660 shares; 2025Q2: 2,860 shares; 2025Q3: 3,650 shares 3,650 $743K 0.14% +790 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: 9,930 shares; 2024Q4: 9,515 shares; 2025Q1: 8,746 shares; 2025Q2: 7,743 shares; 2025Q3: 7,127 shares 7,127 $739K 0.14% -616 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,644 shares; 2024Q4: 2,513 shares; 2025Q1: 2,355 shares; 2025Q2: 2,314 shares; 2025Q3: 2,269 shares 2,269 $726K 0.14% -45 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,821 shares; 2024Q4: 4,195 shares; 2025Q1: 4,195 shares; 2025Q2: 4,195 shares; 2025Q3: 4,195 shares 4,195 $702K 0.13% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,591 shares; 2024Q4: 8,485 shares; 2025Q1: 8,485 shares; 2025Q2: 8,485 shares; 2025Q3: 8,485 shares 8,485 $678K 0.13% 0 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: 2,374 shares; 2024Q4: 2,732 shares; 2025Q1: 2,732 shares; 2025Q2: 2,732 shares; 2025Q3: 2,736 shares 2,736 $662K 0.13% +4 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,520 shares; 2024Q4: 2,520 shares; 2025Q1: 2,523 shares; 2025Q2: 2,523 shares; 2025Q3: 2,523 shares 2,523 $657K 0.12% 0 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: 3,064 shares; 2024Q4: 3,064 shares; 2025Q1: 3,531 shares; 2025Q2: 3,427 shares; 2025Q3: 3,427 shares 3,427 $635K 0.12% 0 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,616 shares; 2024Q4: 2,601 shares; 2025Q1: 2,572 shares; 2025Q2: 2,572 shares; 2025Q3: 2,572 shares 2,572 $633K 0.12% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,661 shares; 2024Q4: 5,661 shares; 2025Q1: 5,661 shares; 2025Q2: 5,661 shares; 2025Q3: 5,661 shares 5,661 $632K 0.12% 0 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,315 shares; 2025Q1: 2,315 shares; 2025Q2: 3,890 shares; 2025Q3: 3,890 shares 3,890 $632K 0.12% 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: 7,818 shares; 2024Q4: 7,530 shares; 2025Q1: 7,530 shares; 2025Q2: 7,530 shares; 2025Q3: 7,530 shares 7,530 $625K 0.12% 0 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: 8,442 shares; 2024Q4: 9,332 shares; 2025Q1: 9,332 shares; 2025Q2: 7,348 shares; 2025Q3: 6,679 shares 6,679 $624K 0.12% -669 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 479 shares; 2025Q3: 1,267 shares 1,267 $621K 0.12% +788 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: 4,507 shares; 2024Q4: 4,507 shares; 2025Q1: 4,369 shares; 2025Q2: 4,369 shares; 2025Q3: 4,369 shares 4,369 $621K 0.12% 0 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: 1,534 shares; 2024Q4: 1,536 shares; 2025Q1: 1,339 shares; 2025Q2: 1,415 shares; 2025Q3: 1,316 shares 1,316 $610K 0.12% -99 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,795 shares; 2024Q4: 11,795 shares; 2025Q1: 11,795 shares; 2025Q2: 11,795 shares; 2025Q3: 11,795 shares 11,795 $597K 0.11% 0 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,946 shares; 2024Q4: 4,946 shares; 2025Q1: 4,589 shares; 2025Q2: 4,589 shares; 2025Q3: 4,589 shares 4,589 $592K 0.11% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,893 shares; 2024Q4: 1,835 shares; 2025Q1: 1,830 shares; 2025Q2: 1,828 shares; 2025Q3: 1,775 shares 1,775 $591K 0.11% -53 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: 3,085 shares; 2024Q4: 3,085 shares; 2025Q1: 3,085 shares; 2025Q2: 3,085 shares; 2025Q3: 3,085 shares 3,085 $567K 0.11% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,556 shares; 2024Q4: 4,056 shares; 2025Q1: 4,865 shares; 2025Q2: 4,955 shares; 2025Q3: 4,955 shares 4,955 $559K 0.11% 0 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: 7,889 shares; 2024Q4: 23,505 shares; 2025Q1: 21,798 shares; 2025Q2: 21,798 shares; 2025Q3: 19,104 shares 19,104 $556K 0.11% -2,694 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,666 shares; 2024Q4: 1,000 shares; 2025Q1: 1,002 shares; 2025Q2: 1,002 shares; 2025Q3: 1,002 shares 1,002 $548K 0.1% 0 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,522 shares; 2025Q1: 5,523 shares; 2025Q2: 5,523 shares; 2025Q3: 5,523 shares 5,523 $540K 0.1% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,942 shares; 2024Q4: 4,932 shares; 2025Q1: 6,122 shares; 2025Q2: 4,237 shares; 2025Q3: 3,288 shares 3,288 $532K 0.1% -949 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: 1,012 shares; 2024Q4: 1,012 shares; 2025Q1: 1,101 shares; 2025Q2: 1,101 shares; 2025Q3: 1,101 shares 1,101 $525K 0.1% 0 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,679 shares; 2025Q2: 3,895 shares; 2025Q3: 3,942 shares 3,942 $521K 0.1% +47 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: 2,457 shares; 2024Q4: 2,457 shares; 2025Q1: 2,460 shares; 2025Q2: 2,460 shares; 2025Q3: 2,460 shares 2,460 $508K 0.1% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,146 shares; 2024Q4: 41,929 shares; 2025Q1: 41,747 shares; 2025Q2: 41,529 shares; 2025Q3: 41,482 shares 41,482 $496K 0.09% -47 Timeline FCVT 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: 11,574 shares; 2024Q4: 11,574 shares; 2025Q1: 11,574 shares; 2025Q2: 11,536 shares; 2025Q3: 11,536 shares 11,536 $493K 0.09% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,482 shares; 2024Q4: 10,035 shares; 2025Q1: 9,634 shares; 2025Q2: 8,052 shares; 2025Q3: 8,048 shares 8,048 $482K 0.09% -4 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,300 shares 2,300 $476K 0.09% new 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: 1,998 shares; 2024Q4: 1,998 shares; 2025Q1: 1,998 shares; 2025Q2: 1,998 shares; 2025Q3: 1,998 shares 1,998 $472K 0.09% 0 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: restricted; 2024Q2: restricted; 2024Q3: 4,525 shares; 2024Q4: 4,911 shares; 2025Q1: 4,911 shares; 2025Q2: 4,911 shares; 2025Q3: 4,111 shares 4,111 $455K 0.09% -800 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,115 shares; 2024Q4: 9,363 shares; 2025Q1: 9,087 shares; 2025Q2: 9,641 shares; 2025Q3: 9,578 shares 9,578 $448K 0.08% -63 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,753 shares; 2024Q4: 3,753 shares; 2025Q1: 4,453 shares; 2025Q2: 4,453 shares; 2025Q3: 4,453 shares 4,453 $448K 0.08% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,262 shares; 2024Q4: 3,245 shares; 2025Q1: 3,134 shares; 2025Q2: 3,134 shares; 2025Q3: 3,134 shares 3,134 $446K 0.08% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,785 shares; 2024Q4: 2,641 shares; 2025Q1: 2,641 shares; 2025Q2: 3,138 shares; 2025Q3: 3,138 shares 3,138 $439K 0.08% 0 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: 6,176 shares; 2024Q4: 5,287 shares; 2025Q1: 4,914 shares; 2025Q2: 3,784 shares; 2025Q3: 2,374 shares 2,374 $433K 0.08% -1,410 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,430 shares; 2024Q4: 3,131 shares; 2025Q1: 3,117 shares; 2025Q2: 3,117 shares; 2025Q3: 3,107 shares 3,107 $432K 0.08% -10 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: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,612 shares 7,612 $432K 0.08% new 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: 399 shares; 2024Q4: 377 shares; 2025Q1: 357 shares; 2025Q2: 357 shares; 2025Q3: 357 shares 357 $428K 0.08% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,643 shares; 2024Q4: 7,643 shares; 2025Q1: 7,344 shares; 2025Q2: 7,345 shares; 2025Q3: 6,945 shares 6,945 $423K 0.08% -400 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,274 shares; 2024Q4: 1,151 shares; 2025Q1: 1,153 shares; 2025Q2: 1,153 shares; 2025Q3: 1,152 shares 1,152 $421K 0.08% -1 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,406 shares 2,406 $418K 0.08% new Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,277 shares; 2024Q4: 1,180 shares; 2025Q1: 861 shares; 2025Q2: 861 shares; 2025Q3: 507 shares 507 $418K 0.08% -354 Timeline ACLS AXCELIS TECHNOLOGIES INC More: the full row for AXCELIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,006 shares; 2024Q4: 4,037 shares; 2025Q1: 7,094 shares; 2025Q2: 4,594 shares; 2025Q3: 4,177 shares 4,177 $408K 0.08% -417 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,716 shares; 2024Q4: 1,699 shares; 2025Q1: 1,699 shares; 2025Q2: 1,699 shares; 2025Q3: 1,699 shares 1,699 $407K 0.08% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,256 shares; 2024Q4: 14,960 shares; 2025Q1: 14,960 shares; 2025Q2: 13,060 shares; 2025Q3: 12,850 shares 12,850 $406K 0.08% -210 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: 1,918 shares; 2024Q4: 1,918 shares; 2025Q1: 1,918 shares; 2025Q2: 1,836 shares; 2025Q3: 1,836 shares 1,836 $405K 0.08% 0 Timeline NSSC NAPCO SEC TECHNOLOGIES INC More: the full row for NAPCO SEC TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,687 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,387 shares 9,387 $403K 0.08% new Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,163 shares; 2024Q4: 3,163 shares; 2025Q1: 3,097 shares; 2025Q2: 3,097 shares; 2025Q3: 3,097 shares 3,097 $399K 0.08% 0 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: 983 shares; 2024Q4: 948 shares; 2025Q1: not reported; 2025Q2: 896 shares; 2025Q3: 1,896 shares 1,896 $399K 0.08% +1,000 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 847 shares 847 $386K 0.07% new 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: restricted; 2024Q2: restricted; 2024Q3: 3,272 shares; 2024Q4: 3,272 shares; 2025Q1: 3,248 shares; 2025Q2: 3,248 shares; 2025Q3: 3,223 shares 3,223 $382K 0.07% -25 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,489 shares; 2025Q1: 3,489 shares; 2025Q2: 3,513 shares; 2025Q3: 3,173 shares 3,173 $381K 0.07% -340 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,433 shares; 2024Q4: 10,952 shares; 2025Q1: 9,454 shares; 2025Q2: 9,038 shares; 2025Q3: 9,038 shares 9,038 $380K 0.07% 0 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,580 shares; 2024Q4: 1,174 shares; 2025Q1: 1,174 shares; 2025Q2: 1,174 shares; 2025Q3: 1,174 shares 1,174 $379K 0.07% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,100 shares; 2024Q4: 13,100 shares; 2025Q1: 9,800 shares; 2025Q2: 10,647 shares; 2025Q3: 10,650 shares 10,650 $378K 0.07% +3 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,244 shares; 2025Q2: 3,244 shares; 2025Q3: 3,244 shares 3,244 $372K 0.07% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,401 shares; 2025Q1: 10,381 shares; 2025Q2: 6,881 shares; 2025Q3: 6,881 shares 6,881 $371K 0.07% 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: 864 shares; 2024Q4: 1,189 shares; 2025Q1: 1,317 shares; 2025Q2: 1,317 shares; 2025Q3: 1,203 shares 1,203 $370K 0.07% -114 Timeline USLM UNITED STS LIME & MINERALS I More: the full row for UNITED STS LIME & MINERALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,430 shares; 2025Q3: 2,809 shares 2,809 $370K 0.07% +379 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,695 shares; 2025Q2: 2,740 shares; 2025Q3: 2,524 shares 2,524 $368K 0.07% -216 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,091 shares; 2024Q4: 4,091 shares; 2025Q1: 4,009 shares; 2025Q2: 4,009 shares; 2025Q3: 4,009 shares 4,009 $367K 0.07% 0 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,954 shares; 2025Q1: 1,782 shares; 2025Q2: not reported; 2025Q3: 1,069 shares 1,069 $363K 0.07% new Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,658 shares; 2025Q1: not reported; 2025Q2: 1,074 shares; 2025Q3: 1,130 shares 1,130 $361K 0.07% +56 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,089 shares; 2024Q4: 2,174 shares; 2025Q1: 2,524 shares; 2025Q2: 2,525 shares; 2025Q3: 2,526 shares 2,526 $357K 0.07% +1 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,387 shares; 2024Q4: 4,881 shares; 2025Q1: 3,575 shares; 2025Q2: 3,649 shares; 2025Q3: 3,528 shares 3,528 $357K 0.07% -121 Timeline TBBK BANCORP INC DEL More: the full row for BANCORP INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,465 shares; 2025Q1: not reported; 2025Q2: 4,368 shares; 2025Q3: 4,758 shares 4,758 $356K 0.07% +390 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,685 shares; 2024Q4: 2,654 shares; 2025Q1: 2,654 shares; 2025Q2: 2,654 shares; 2025Q3: 2,654 shares 2,654 $355K 0.07% 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: restricted; 2024Q2: restricted; 2024Q3: 17,099 shares; 2024Q4: 19,089 shares; 2025Q1: 19,984 shares; 2025Q2: 23,401 shares; 2025Q3: 4,246 shares 4,246 $355K 0.07% -19,155 Timeline MHO M/I HOMES INC More: the full row for M/I HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,830 shares; 2025Q1: 2,136 shares; 2025Q2: 2,355 shares; 2025Q3: 2,445 shares 2,445 $353K 0.07% +90 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,836 shares; 2025Q1: 2,885 shares; 2025Q2: 2,924 shares; 2025Q3: 2,922 shares 2,922 $352K 0.07% -2 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: 5,325 shares; 2024Q4: 5,950 shares; 2025Q1: 5,325 shares; 2025Q2: 5,325 shares; 2025Q3: 5,325 shares 5,325 $348K 0.07% 0 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,778 shares; 2024Q4: 28,778 shares; 2025Q1: 28,778 shares; 2025Q2: 29,778 shares; 2025Q3: 29,778 shares 29,778 $345K 0.07% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,801 shares; 2024Q4: 1,704 shares; 2025Q1: 1,935 shares; 2025Q2: 1,961 shares; 2025Q3: 2,020 shares 2,020 $342K 0.06% +59 Timeline GRBK GREEN BRICK PARTNERS INC More: the full row for GREEN BRICK PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,302 shares; 2025Q3: 4,523 shares 4,523 $334K 0.06% +221 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 reported; 2024Q4: 11,756 shares; 2025Q1: 11,854 shares; 2025Q2: 11,877 shares; 2025Q3: 11,967 shares 11,967 $327K 0.06% +90 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: 3,227 shares; 2024Q4: 2,827 shares; 2025Q1: 2,834 shares; 2025Q2: 2,834 shares; 2025Q3: 2,840 shares 2,840 $325K 0.06% +6 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,880 shares; 2024Q4: 2,084 shares; 2025Q1: 2,087 shares; 2025Q2: 2,091 shares; 2025Q3: 2,094 shares 2,094 $325K 0.06% +3 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: 2,378 shares; 2024Q4: 2,378 shares; 2025Q1: 2,378 shares; 2025Q2: 2,378 shares; 2025Q3: 2,378 shares 2,378 $323K 0.06% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,090 shares; 2024Q4: 17,090 shares; 2025Q1: 20,090 shares; 2025Q2: 20,090 shares; 2025Q3: 18,590 shares 18,590 $319K 0.06% -1,500 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,472 shares; 2025Q1: 10,472 shares; 2025Q2: 10,472 shares; 2025Q3: 10,472 shares 10,472 $312K 0.06% 0 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: 1,782 shares; 2024Q4: 1,782 shares; 2025Q1: 1,786 shares; 2025Q2: 1,786 shares; 2025Q3: 1,786 shares 1,786 $312K 0.06% 0 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 821 shares; 2024Q4: 766 shares; 2025Q1: 660 shares; 2025Q2: 660 shares; 2025Q3: 480 shares 480 $312K 0.06% -180 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 551 shares 551 $311K 0.06% new 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 reported; 2024Q4: not reported; 2025Q1: 3,265 shares; 2025Q2: 3,265 shares; 2025Q3: 3,265 shares 3,265 $309K 0.06% 0 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: 1,189 shares; 2024Q4: 1,189 shares; 2025Q1: 1,143 shares; 2025Q2: 1,143 shares; 2025Q3: 1,053 shares 1,053 $309K 0.06% -90 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,719 shares; 2025Q3: 3,140 shares 3,140 $308K 0.06% -12,579 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: 2,088 shares; 2024Q4: 3,088 shares; 2025Q1: 3,097 shares; 2025Q2: 2,079 shares; 2025Q3: 2,079 shares 2,079 $303K 0.06% 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 reported; 2024Q4: 1,588 shares; 2025Q1: 1,591 shares; 2025Q2: 1,591 shares; 2025Q3: 1,591 shares 1,591 $302K 0.06% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 378 shares; 2025Q1: 378 shares; 2025Q2: 378 shares; 2025Q3: 378 shares 378 $301K 0.06% 0 Timeline FBP FIRST BANCORP CORPORATION More: the full row for FIRST BANCORP CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,613 shares; 2025Q3: 13,584 shares 13,584 $300K 0.06% +971 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,073 shares; 2024Q4: 2,863 shares; 2025Q1: 1,345 shares; 2025Q2: 1,387 shares; 2025Q3: 1,520 shares 1,520 $297K 0.06% +133 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,753 shares; 2024Q4: 1,692 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,456 shares 4,456 $291K 0.05% new Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,694 shares; 2025Q1: 4,078 shares; 2025Q2: 4,078 shares; 2025Q3: 3,433 shares 3,433 $291K 0.05% -645 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,502 shares; 2024Q4: 9,502 shares; 2025Q1: 9,502 shares; 2025Q2: 9,502 shares; 2025Q3: 9,502 shares 9,502 $288K 0.05% 0 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,084 shares; 2025Q2: 1,084 shares; 2025Q3: 1,044 shares 1,044 $286K 0.05% -40 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: 2,068 shares; 2024Q4: 2,063 shares; 2025Q1: 2,058 shares; 2025Q2: 2,058 shares; 2025Q3: 2,007 shares 2,007 $280K 0.05% -51 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,448 shares; 2024Q4: 1,448 shares; 2025Q1: 1,448 shares; 2025Q2: 1,448 shares; 2025Q3: 1,448 shares 1,448 $279K 0.05% 0 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,602 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,748 shares 2,748 $279K 0.05% new Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 728 shares; 2024Q4: 701 shares; 2025Q1: 623 shares; 2025Q2: 623 shares; 2025Q3: 654 shares 654 $278K 0.05% +31 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares 1,500 $276K 0.05% 0 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,015 shares 2,015 $276K 0.05% new Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,016 shares 6,016 $271K 0.05% new Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,700 shares 3,700 $270K 0.05% new Timeline TOPT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,610 shares; 2025Q2: 8,610 shares; 2025Q3: 8,835 shares 8,835 $269K 0.05% +225 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,037 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares 3,000 $268K 0.05% 0 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 971 shares; 2024Q4: 776 shares; 2025Q1: 444 shares; 2025Q2: 624 shares; 2025Q3: 373 shares 373 $268K 0.05% -251 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,069 shares; 2025Q1: 3,022 shares; 2025Q2: 3,022 shares; 2025Q3: 3,022 shares 3,022 $264K 0.05% 0 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: 776 shares; 2024Q4: 1,276 shares; 2025Q1: 933 shares; 2025Q2: 933 shares; 2025Q3: 933 shares 933 $263K 0.05% 0 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 774 shares; 2024Q4: 1,525 shares; 2025Q1: 924 shares; 2025Q2: 1,118 shares; 2025Q3: 1,465 shares 1,465 $261K 0.05% +347 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,885 shares; 2024Q4: 8,885 shares; 2025Q1: 8,885 shares; 2025Q2: 8,885 shares; 2025Q3: 8,885 shares 8,885 $254K 0.05% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,458 shares; 2025Q2: 2,458 shares; 2025Q3: 2,458 shares 2,458 $253K 0.05% 0 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,733 shares; 2024Q4: 3,858 shares; 2025Q1: 3,775 shares; 2025Q2: 3,737 shares; 2025Q3: 3,737 shares 3,737 $251K 0.05% 0 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: 755 shares; 2024Q4: 755 shares; 2025Q1: 755 shares; 2025Q2: 755 shares; 2025Q3: 755 shares 755 $251K 0.05% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,615 shares; 2025Q1: 1,261 shares; 2025Q2: 761 shares; 2025Q3: 761 shares 761 $250K 0.05% 0 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29 shares; 2025Q3: 31 shares 31 $249K 0.05% +2 Timeline TGLS TECNOGLASS INC More: the full row for TECNOGLASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,170 shares; 2024Q4: not reported; 2025Q1: 3,410 shares; 2025Q2: 3,410 shares; 2025Q3: 3,709 shares 3,709 $248K 0.05% +299 Timeline KBH KB HOME More: the full row for KB HOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,883 shares; 2024Q4: 3,883 shares; 2025Q1: 3,883 shares; 2025Q2: 3,883 shares; 2025Q3: 3,883 shares 3,883 $247K 0.05% 0 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,768 shares; 2024Q4: 1,714 shares; 2025Q1: 1,262 shares; 2025Q2: 1,291 shares; 2025Q3: 1,547 shares 1,547 $246K 0.05% +256 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,740 shares; 2025Q1: 3,740 shares; 2025Q2: 2,990 shares; 2025Q3: 2,990 shares 2,990 $243K 0.05% 0 Timeline ABM ABM INDS INC More: the full row for ABM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,216 shares; 2024Q4: 5,629 shares; 2025Q1: 5,629 shares; 2025Q2: 5,250 shares; 2025Q3: 5,250 shares 5,250 $242K 0.05% 0 Timeline QFIN QFIN HOLDINGS INC More: the full row for QFIN HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,899 shares; 2025Q2: 6,899 shares; 2025Q3: 8,354 shares 8,354 $240K 0.05% +1,455 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: 854 shares; 2024Q4: 849 shares; 2025Q1: not reported; 2025Q2: 817 shares; 2025Q3: 817 shares 817 $240K 0.05% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 800 shares; 2025Q1: not reported; 2025Q2: 700 shares; 2025Q3: 700 shares 700 $239K 0.05% 0 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: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 400 shares; 2025Q3: 400 shares 400 $238K 0.05% 0 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,933 shares; 2025Q1: 2,333 shares; 2025Q2: 2,333 shares; 2025Q3: 2,333 shares 2,333 $234K 0.04% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,951 shares; 2024Q4: 3,090 shares; 2025Q1: 3,401 shares; 2025Q2: 3,307 shares; 2025Q3: 642 shares 642 $222K 0.04% -2,665 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,700 shares 1,700 $221K 0.04% new Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: not reported; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares 3,000 $220K 0.04% 0 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,500 shares 7,500 $216K 0.04% new Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,750 shares; 2025Q1: not reported; 2025Q2: 3,750 shares; 2025Q3: 3,750 shares 3,750 $216K 0.04% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 836 shares; 2024Q4: 836 shares; 2025Q1: 836 shares; 2025Q2: 886 shares; 2025Q3: 892 shares 892 $211K 0.04% +6 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,625 shares; 2025Q1: not reported; 2025Q2: 1,625 shares; 2025Q3: 1,625 shares 1,625 $210K 0.04% 0 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 reported; 2024Q4: not reported; 2025Q1: 1,714 shares; 2025Q2: 1,714 shares; 2025Q3: 1,664 shares 1,664 $207K 0.04% -50 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,455 shares 1,455 $205K 0.04% new Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,599 shares 3,599 $205K 0.04% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,652 shares; 2025Q2: not reported; 2025Q3: 1,652 shares 1,652 $204K 0.04% new Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,135 shares 1,135 $203K 0.04% new 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 reported; 2024Q4: not reported; 2025Q1: 546 shares; 2025Q2: 546 shares; 2025Q3: 546 shares 546 $202K 0.04% 0 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,117 shares; 2024Q4: 1,593 shares; 2025Q1: not reported; 2025Q2: 1,515 shares; 2025Q3: 1,515 shares 1,515 $200K 0.04% 0 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,000 shares; 2024Q4: 10,000 shares; 2025Q1: 16,000 shares; 2025Q2: 13,000 shares; 2025Q3: 20,500 shares 20,500 $196K 0.04% +7,500 Timeline NMRA NEUMORA THERAPEUTICS INC. More: the full row for NEUMORA THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 20,000 shares; 2025Q1: not reported; 2025Q2: 100,000 shares; 2025Q3: 100,000 shares 100,000 $182K 0.03% 0 Timeline DBL DOUBLELINE OPPORTUNISTIC CR More: the full row for DOUBLELINE OPPORTUNISTIC CR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,403 shares; 2024Q4: 10,566 shares; 2025Q1: 10,729 shares; 2025Q2: 10,897 shares; 2025Q3: 11,071 shares 11,071 $172K 0.03% +174 Timeline EVLV EVOLV TECHNOLOGIES HLDNGS IN More: the full row for EVOLV TECHNOLOGIES HLDNGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,335 shares; 2024Q4: 16,335 shares; 2025Q1: 16,335 shares; 2025Q2: 16,335 shares; 2025Q3: 16,335 shares 16,335 $123K 0.02% 0 Timeline UWMC UWM HOLDINGS CORPORATION More: the full row for UWM HOLDINGS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,127 shares 10,127 $61.7K 0.01% new Timeline CHMI CHERRY HILL MTG INVT CORP More: the full row for CHERRY HILL MTG INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares 11,000 $26.3K <0.01% 0 Timeline LCTX LINEAGE CELL THERAPEUTICS IN More: the full row for LINEAGE CELL THERAPEUTICS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares 15,000 $25.4K <0.01% 0 Timeline PRHI PRESURANCE HOLDINGS INC More: the full row for PRESURANCE HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,469 shares; 2024Q4: 16,469 shares; 2025Q1: 16,469 shares; 2025Q2: 16,469 shares; 2025Q3: 16,469 shares 16,469 $20.3K <0.01% 0 Timeline RMTI ROCKWELL MED INC More: the full row for ROCKWELL MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,070 shares; 2024Q4: 12,300 shares; 2025Q1: 12,300 shares; 2025Q2: 12,300 shares; 2025Q3: 12,300 shares 12,300 $14.8K <0.01% 0 Timeline PAYSAFE LIMITED PAYSAFE LIMITED More: the full row for PAYSAFE LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,688 shares; 2024Q4: 41,828 shares; 2025Q1: 41,828 shares; 2025Q2: 41,828 shares; 2025Q3: 41,828 shares 41,828 $774 <0.01% 0