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: 127,821 shares; 2024Q2: 146,436 shares; 2024Q3: 148,810 shares; 2024Q4: 149,748 shares; 2025Q1: 152,385 shares; 2025Q2: 152,551 shares; 2025Q3: 104,899 shares 104,899 $64.2M 22.15% -47,652 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 428,149 shares; 2024Q2: 476,228 shares; 2024Q3: 516,605 shares; 2024Q4: 557,197 shares; 2025Q1: 566,414 shares; 2025Q2: 550,751 shares; 2025Q3: 400,204 shares 400,204 $29.8M 10.26% -150,547 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,155 shares; 2025Q2: 139,631 shares; 2025Q3: 740,220 shares 740,220 $26.1M 9% +600,589 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: 143,815 shares; 2024Q2: 133,652 shares; 2024Q3: 135,362 shares; 2024Q4: 136,429 shares; 2025Q1: 139,604 shares; 2025Q2: 140,617 shares; 2025Q3: 87,745 shares 87,745 $25.8M 8.89% -52,872 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 187,436 shares; 2024Q2: 195,168 shares; 2024Q3: 198,966 shares; 2024Q4: 198,872 shares; 2025Q1: 203,890 shares; 2025Q2: 205,405 shares; 2025Q3: 115,509 shares 115,509 $21.5M 7.43% -89,896 Timeline JMUB 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: 264,492 shares; 2024Q2: 298,895 shares; 2024Q3: 302,158 shares; 2024Q4: 312,530 shares; 2025Q1: 315,077 shares; 2025Q2: 351,646 shares; 2025Q3: 370,348 shares 370,348 $18.7M 6.45% +18,702 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: 180,474 shares; 2024Q2: 193,480 shares; 2024Q3: 199,356 shares; 2024Q4: 208,041 shares; 2025Q1: 217,710 shares; 2025Q2: 202,856 shares; 2025Q3: 146,522 shares 146,522 $14.6M 5.03% -56,334 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: 16,208 shares; 2024Q2: 18,367 shares; 2024Q3: 18,216 shares; 2024Q4: 18,198 shares; 2025Q1: 18,542 shares; 2025Q2: 18,287 shares; 2025Q3: 18,067 shares 18,067 $9.08M 3.13% -220 Timeline IBTG 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: 16,319 shares; 2024Q2: 100,320 shares; 2024Q3: 109,000 shares; 2024Q4: 398,502 shares; 2025Q1: 402,161 shares; 2025Q2: 406,623 shares; 2025Q3: 391,408 shares 391,408 $8.98M 3.1% -15,215 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 40,630 shares; 2024Q2: 40,640 shares; 2024Q3: 40,650 shares; 2024Q4: 40,634 shares; 2025Q1: 47,482 shares; 2025Q2: 23,630 shares; 2025Q3: 50,012 shares 50,012 $8.63M 2.98% +26,382 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: 265,207 shares; 2024Q2: 271,517 shares; 2024Q3: 271,460 shares; 2024Q4: 283,357 shares; 2025Q1: 288,562 shares; 2025Q2: 235,193 shares; 2025Q3: 72,048 shares 72,048 $6.29M 2.17% -163,145 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: 3,751 shares; 2024Q2: 40,710 shares; 2024Q3: 40,571 shares; 2024Q4: 25,888 shares; 2025Q1: 25,178 shares; 2025Q2: 25,821 shares; 2025Q3: 24,793 shares 24,793 $4.63M 1.6% -1,028 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: 3,676 shares; 2024Q2: 3,529 shares; 2024Q3: 3,474 shares; 2024Q4: 3,419 shares; 2025Q1: 3,368 shares; 2025Q2: 21,753 shares; 2025Q3: 21,243 shares 21,243 $4.58M 1.58% -510 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: 13,089 shares; 2024Q2: 12,067 shares; 2024Q3: 12,106 shares; 2024Q4: 11,724 shares; 2025Q1: 12,211 shares; 2025Q2: 10,365 shares; 2025Q3: 12,227 shares 12,227 $3.11M 1.07% +1,862 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: 5,040 shares; 2024Q2: 5,017 shares; 2024Q3: 5,010 shares; 2024Q4: 4,949 shares; 2025Q1: 6,041 shares; 2025Q2: 6,020 shares; 2025Q3: 5,794 shares 5,794 $2.78M 0.96% -226 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: 7,264 shares; 2024Q2: 7,250 shares; 2024Q3: 7,237 shares; 2024Q4: 7,180 shares; 2025Q1: 7,180 shares; 2025Q2: 7,170 shares; 2025Q3: 5,781 shares 5,781 $2.71M 0.93% -1,389 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: 15,532 shares; 2024Q2: 14,992 shares; 2024Q3: 14,893 shares; 2024Q4: 14,857 shares; 2025Q1: 14,858 shares; 2025Q2: 14,879 shares; 2025Q3: 10,616 shares 10,616 $2.7M 0.93% -4,263 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: 7,880 shares; 2024Q2: 7,796 shares; 2024Q3: 7,769 shares; 2024Q4: 7,764 shares; 2025Q1: 7,795 shares; 2025Q2: 8,701 shares; 2025Q3: 7,883 shares 7,883 $2.49M 0.86% -818 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: 144 shares; 2024Q2: 142 shares; 2024Q3: 142 shares; 2024Q4: 21,460 shares; 2025Q1: 21,460 shares; 2025Q2: 21,463 shares; 2025Q3: 21,463 shares 21,463 $2M 0.69% 0 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: 3,842 shares; 2024Q2: 3,842 shares; 2024Q3: 3,842 shares; 2024Q4: 3,842 shares; 2025Q1: 9,036 shares; 2025Q2: 8,894 shares; 2025Q3: 8,686 shares 8,686 $1.23M 0.42% -208 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: 6,413 shares; 2024Q2: 6,413 shares; 2024Q3: 6,420 shares; 2024Q4: 6,413 shares; 2025Q1: 6,413 shares; 2025Q2: 6,413 shares; 2025Q3: 6,413 shares 6,413 $1.22M 0.42% 0 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: 4,654 shares; 2024Q2: 4,106 shares; 2024Q3: 4,056 shares; 2024Q4: 4,234 shares; 2025Q1: 2,742 shares; 2025Q2: 2,664 shares; 2025Q3: 1,996 shares 1,996 $1.03M 0.36% -668 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS 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: 25 shares; 2025Q3: 7,000 shares 7,000 $1M 0.35% +6,975 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 4,722 shares; 2024Q2: 4,687 shares; 2024Q3: 4,676 shares; 2024Q4: 4,523 shares; 2025Q1: 4,523 shares; 2025Q2: 4,523 shares; 2025Q3: 4,423 shares 4,423 $926K 0.32% -100 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: 31,545 shares; 2024Q2: 31,408 shares; 2024Q3: 31,040 shares; 2024Q4: 31,476 shares; 2025Q1: 27,879 shares; 2025Q2: 27,909 shares; 2025Q3: 15,079 shares 15,079 $904K 0.31% -12,830 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: 1,574 shares; 2024Q2: 2,623 shares; 2024Q3: 2,585 shares; 2024Q4: 2,566 shares; 2025Q1: 3,515 shares; 2025Q2: 3,813 shares; 2025Q3: 4,071 shares 4,071 $894K 0.31% +258 Timeline MUB 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: 81,681 shares; 2024Q2: 75,943 shares; 2024Q3: 75,969 shares; 2024Q4: 75,708 shares; 2025Q1: 73,790 shares; 2025Q2: 26,199 shares; 2025Q3: 7,398 shares 7,398 $788K 0.27% -18,801 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,413 shares; 2024Q2: 1,413 shares; 2024Q3: 1,413 shares; 2024Q4: 1,413 shares; 2025Q1: 1,420 shares; 2025Q2: 1,436 shares; 2025Q3: 1,413 shares 1,413 $671K 0.23% -23 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: 3,757 shares; 2024Q2: 3,937 shares; 2024Q3: 3,794 shares; 2024Q4: 4,143 shares; 2025Q1: 4,714 shares; 2025Q2: 4,172 shares; 2025Q3: 3,401 shares 3,401 $631K 0.22% -771 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: 323 shares; 2024Q2: 668 shares; 2024Q3: 703 shares; 2024Q4: 1,594 shares; 2025Q1: 1,326 shares; 2025Q2: 2,410 shares; 2025Q3: 1,314 shares 1,314 $584K 0.2% -1,096 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: 6,395 shares; 2024Q2: 6,111 shares; 2024Q3: 5,823 shares; 2024Q4: 5,643 shares; 2025Q1: 5,658 shares; 2025Q2: 5,734 shares; 2025Q3: 5,643 shares 5,643 $582K 0.2% -91 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: 549 shares; 2024Q2: 549 shares; 2024Q3: 549 shares; 2024Q4: 549 shares; 2025Q1: 549 shares; 2025Q2: 1,913 shares; 2025Q3: 1,865 shares 1,865 $574K 0.2% -48 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: 8,366 shares; 2024Q2: 8,502 shares; 2024Q3: 8,340 shares; 2024Q4: 8,359 shares; 2025Q1: 8,378 shares; 2025Q2: 8,432 shares; 2025Q3: 8,412 shares 8,412 $556K 0.19% -20 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: 2,829 shares; 2024Q2: 2,823 shares; 2024Q3: 2,823 shares; 2024Q4: 2,020 shares; 2025Q1: 1,808 shares; 2025Q2: 1,808 shares; 2025Q3: 1,539 shares 1,539 $547K 0.19% -269 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,084 shares; 2024Q2: 1,084 shares; 2024Q3: 1,084 shares; 2024Q4: 1,084 shares; 2025Q1: 1,084 shares; 2025Q2: 1,088 shares; 2025Q3: 1,084 shares 1,084 $462K 0.16% -4 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,754 shares; 2024Q2: 2,754 shares; 2024Q3: 2,754 shares; 2024Q4: 2,754 shares; 2025Q1: 2,754 shares; 2025Q2: 2,754 shares; 2025Q3: 2,754 shares 2,754 $453K 0.16% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 27 shares; 2024Q2: 27 shares; 2024Q3: 27 shares; 2024Q4: 2,027 shares; 2025Q1: 2,012 shares; 2025Q2: 2,015 shares; 2025Q3: 2,000 shares 2,000 $451K 0.16% -15 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: 106 shares; 2024Q2: 461 shares; 2024Q3: 393 shares; 2024Q4: 3,399 shares; 2025Q1: 3,106 shares; 2025Q2: 24 shares; 2025Q3: 2,000 shares 2,000 $432K 0.15% +1,976 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: 3,290 shares; 2024Q2: 3,337 shares; 2024Q3: 3,186 shares; 2024Q4: 3,186 shares; 2025Q1: 3,022 shares; 2025Q2: 3,101 shares; 2025Q3: 3,022 shares 3,022 $424K 0.15% -79 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: 2,941 shares; 2024Q2: 2,878 shares; 2024Q3: 2,878 shares; 2024Q4: 2,840 shares; 2025Q1: 2,749 shares; 2025Q2: 2,786 shares; 2025Q3: 2,678 shares 2,678 $411K 0.14% -108 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: 6,118 shares; 2024Q2: 3,117 shares; 2024Q3: 3,126 shares; 2024Q4: 3,058 shares; 2025Q1: 3,043 shares; 2025Q2: 3,000 shares; 2025Q3: 2,869 shares 2,869 $404K 0.14% -131 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: 1,150 shares; 2024Q2: 1,041 shares; 2024Q3: 1,041 shares; 2024Q4: 1,041 shares; 2025Q1: 1,041 shares; 2025Q2: 1,053 shares; 2025Q3: 1,041 shares 1,041 $385K 0.13% -12 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: 1,390 shares; 2024Q2: 1,390 shares; 2024Q3: 1,390 shares; 2024Q4: 1,390 shares; 2025Q1: 1,397 shares; 2025Q2: 1,409 shares; 2025Q3: 1,360 shares 1,360 $384K 0.13% -49 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: 1,726 shares; 2024Q2: 1,750 shares; 2024Q3: 1,738 shares; 2024Q4: 2,461 shares; 2025Q1: 1,823 shares; 2025Q2: 1,778 shares; 2025Q3: 1,460 shares 1,460 $338K 0.12% -318 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: 849 shares; 2024Q2: 826 shares; 2024Q3: 826 shares; 2024Q4: 826 shares; 2025Q1: 938 shares; 2025Q2: 975 shares; 2025Q3: 816 shares 816 $331K 0.11% -159 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: 6,427 shares; 2024Q2: 4,368 shares; 2024Q3: 4,340 shares; 2024Q4: 4,999 shares; 2025Q1: 4,235 shares; 2025Q2: 4,652 shares; 2025Q3: 4,050 shares 4,050 $324K 0.11% -602 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 80 shares; 2024Q2: 80 shares; 2024Q3: 80 shares; 2024Q4: 340 shares; 2025Q1: 1,431 shares; 2025Q2: 3,058 shares; 2025Q3: 2,881 shares 2,881 $320K 0.11% -177 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,763 shares; 2024Q2: 2,763 shares; 2024Q3: 2,784 shares; 2024Q4: 2,891 shares; 2025Q1: 2,828 shares; 2025Q2: 2,925 shares; 2025Q3: 2,763 shares 2,763 $312K 0.11% -162 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: 3,753 shares; 2024Q2: 3,759 shares; 2024Q3: 4,102 shares; 2024Q4: 4,327 shares; 2025Q1: 4,226 shares; 2025Q2: 4,219 shares; 2025Q3: 4,125 shares 4,125 $302K 0.1% -94 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 5,034 shares; 2024Q2: 5,034 shares; 2024Q3: 34 shares; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 5,242 shares; 2025Q3: 5,242 shares 5,242 $299K 0.1% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 30 shares; 2024Q2: 30 shares; 2024Q3: 30 shares; 2024Q4: 2,030 shares; 2025Q1: 2,030 shares; 2025Q2: 2,045 shares; 2025Q3: 2,030 shares 2,030 $288K 0.1% -15 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: 235 shares; 2024Q2: 235 shares; 2024Q3: 235 shares; 2024Q4: 235 shares; 2025Q1: 295 shares; 2025Q2: 302 shares; 2025Q3: 296 shares 296 $274K 0.09% -6 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,522 shares; 2025Q3: 2,000 shares 2,000 $274K 0.09% +478 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares 2,000 $265K 0.09% new Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 15,712 shares; 2024Q2: 14,940 shares; 2024Q3: 13,744 shares; 2024Q4: 13,154 shares; 2025Q1: 13,187 shares; 2025Q2: 13,266 shares; 2025Q3: 13,256 shares 13,256 $229K 0.08% -10 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: 2,367 shares; 2024Q2: 2,221 shares; 2024Q3: 1,956 shares; 2024Q4: 1,943 shares; 2025Q1: 1,941 shares; 2025Q2: 2,743 shares; 2025Q3: 1,091 shares 1,091 $228K 0.08% -1,652 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: 551 shares; 2024Q2: 551 shares; 2024Q3: 551 shares; 2024Q4: 450 shares; 2025Q1: 625 shares; 2025Q2: 491 shares; 2025Q3: 475 shares 475 $227K 0.08% -16 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,059 shares; 2024Q2: 2,059 shares; 2024Q3: 2,059 shares; 2024Q4: 2,059 shares; 2025Q1: 2,059 shares; 2025Q2: 2,063 shares; 2025Q3: 1,960 shares 1,960 $222K 0.08% -103 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: 1,787 shares; 2024Q2: 1,867 shares; 2024Q3: 1,839 shares; 2024Q4: 1,839 shares; 2025Q1: 1,787 shares; 2025Q2: 1,815 shares; 2025Q3: 1,787 shares 1,787 $221K 0.08% -28 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: 2,118 shares; 2024Q2: 1,997 shares; 2024Q3: 1,992 shares; 2024Q4: 1,718 shares; 2025Q1: 1,702 shares; 2025Q2: 1,605 shares; 2025Q3: 310 shares 310 $207K 0.07% -1,295 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: 2,379 shares; 2024Q2: 2,481 shares; 2024Q3: 2,412 shares; 2024Q4: 2,925 shares; 2025Q1: 3,377 shares; 2025Q2: 2,698 shares; 2025Q3: 2,147 shares 2,147 $203K 0.07% -551 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 4,284 shares; 2024Q2: 3,607 shares; 2024Q3: 3,607 shares; 2024Q4: 3,607 shares; 2025Q1: 3,607 shares; 2025Q2: 3,607 shares; 2025Q3: 3,294 shares 3,294 $186K 0.06% -313 Timeline PRK PARK NATL CORP More: the full row for PARK NATL 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: 5 shares; 2025Q2: 1,143 shares; 2025Q3: 1,143 shares 1,143 $186K 0.06% 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: 258 shares; 2024Q2: 295 shares; 2024Q3: 281 shares; 2024Q4: 274 shares; 2025Q1: 501 shares; 2025Q2: 518 shares; 2025Q3: 558 shares 558 $185K 0.06% +40 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: 1,820 shares; 2024Q2: 2,140 shares; 2024Q3: 2,086 shares; 2024Q4: 2,086 shares; 2025Q1: 1,721 shares; 2025Q2: 1,763 shares; 2025Q3: 1,597 shares 1,597 $183K 0.06% -166 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: 300 shares; 2024Q2: 324 shares; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 333 shares; 2025Q3: 300 shares 300 $183K 0.06% -33 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,506 shares; 2024Q2: 1,506 shares; 2024Q3: 1,506 shares; 2024Q4: 1,506 shares; 2025Q1: 1,506 shares; 2025Q2: 1,511 shares; 2025Q3: 1,506 shares 1,506 $178K 0.06% -5 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: 2,617 shares; 2024Q2: 2,677 shares; 2024Q3: 2,613 shares; 2024Q4: 3,011 shares; 2025Q1: 3,135 shares; 2025Q2: 3,261 shares; 2025Q3: 2,586 shares 2,586 $177K 0.06% -675 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,166 shares; 2024Q2: 1,266 shares; 2024Q3: 1,170 shares; 2024Q4: 1,071 shares; 2025Q1: 1,073 shares; 2025Q2: 1,114 shares; 2025Q3: 1,075 shares 1,075 $174K 0.06% -39 Timeline ESTC ELASTIC N V More: the full row for ELASTIC N V 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: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares 2,000 $169K 0.06% 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: 15,639 shares; 2024Q2: 15,214 shares; 2024Q3: 15,214 shares; 2024Q4: 15,214 shares; 2025Q1: 15,214 shares; 2025Q2: 15,461 shares; 2025Q3: 14,068 shares 14,068 $168K 0.06% -1,393 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 5,080 shares; 2024Q2: 3,013 shares; 2024Q3: 2,933 shares; 2024Q4: 3,259 shares; 2025Q1: 1,636 shares; 2025Q2: 1,559 shares; 2025Q3: 1,697 shares 1,697 $158K 0.05% +138 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,045 shares; 2024Q2: 1,045 shares; 2024Q3: 1,045 shares; 2024Q4: 1,045 shares; 2025Q1: 1,045 shares; 2025Q2: 1,047 shares; 2025Q3: 944 shares 944 $153K 0.05% -103 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,139 shares; 2024Q2: 2,109 shares; 2024Q3: 2,110 shares; 2024Q4: 2,097 shares; 2025Q1: 2,085 shares; 2025Q2: 2,079 shares; 2025Q3: 1,790 shares 1,790 $152K 0.05% -289 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares 2,500 $151K 0.05% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,337 shares; 2024Q2: 1,337 shares; 2024Q3: 1,337 shares; 2024Q4: 1,337 shares; 2025Q1: 1,337 shares; 2025Q2: 1,353 shares; 2025Q3: 1,337 shares 1,337 $147K 0.05% -16 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: 292 shares; 2024Q2: 270 shares; 2024Q3: 269 shares; 2024Q4: 269 shares; 2025Q1: 269 shares; 2025Q2: 274 shares; 2025Q3: 200 shares 200 $133K 0.05% -74 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 365 shares; 2024Q2: 381 shares; 2024Q3: 378 shares; 2024Q4: 278 shares; 2025Q1: 290 shares; 2025Q2: 297 shares; 2025Q3: 290 shares 290 $133K 0.05% -7 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS 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: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000 $132K 0.05% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,241 shares; 2024Q2: 2,241 shares; 2024Q3: 1,930 shares; 2024Q4: 1,931 shares; 2025Q1: 1,581 shares; 2025Q2: 1,582 shares; 2025Q3: 467 shares 467 $132K 0.05% -1,115 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 532 shares; 2024Q2: 572 shares; 2024Q3: 558 shares; 2024Q4: 558 shares; 2025Q1: 544 shares; 2025Q2: 554 shares; 2025Q3: 532 shares 532 $131K 0.05% -22 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,646 shares; 2024Q2: 1,647 shares; 2024Q3: 1,649 shares; 2024Q4: 1,650 shares; 2025Q1: 1,651 shares; 2025Q2: 1,348 shares; 2025Q3: 1,348 shares 1,348 $128K 0.04% 0 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 694 shares; 2024Q2: 1,561 shares; 2024Q3: 1,561 shares; 2024Q4: 3,072 shares; 2025Q1: 3,072 shares; 2025Q2: 3,107 shares; 2025Q3: 5,452 shares 5,452 $128K 0.04% +2,345 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: not reported; 2024Q2: 32 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15 shares; 2025Q2: 1 shares; 2025Q3: 2,000 shares 2,000 $127K 0.04% +1,999 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: 4,117 shares; 2024Q2: 3,999 shares; 2024Q3: 4,002 shares; 2024Q4: 3,825 shares; 2025Q1: 3,879 shares; 2025Q2: 3,676 shares; 2025Q3: 451 shares 451 $127K 0.04% -3,225 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,810 shares; 2024Q2: 2,436 shares; 2024Q3: 2,267 shares; 2024Q4: 2,803 shares; 2025Q1: 3,174 shares; 2025Q2: 3,099 shares; 2025Q3: 2,820 shares 2,820 $124K 0.04% -279 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000 $122K 0.04% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,113 shares; 2024Q2: 1,587 shares; 2024Q3: 1,587 shares; 2024Q4: 4,661 shares; 2025Q1: 4,661 shares; 2025Q2: 4,866 shares; 2025Q3: 4,587 shares 4,587 $121K 0.04% -279 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 10,156 shares; 2024Q2: 11,257 shares; 2024Q3: 11,260 shares; 2024Q4: 11,827 shares; 2025Q1: 12,020 shares; 2025Q2: 10,509 shares; 2025Q3: 1,177 shares 1,177 $118K 0.04% -9,332 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,086 shares; 2024Q2: 2,278 shares; 2024Q3: 2,244 shares; 2024Q4: 2,294 shares; 2025Q1: 2,136 shares; 2025Q2: 2,194 shares; 2025Q3: 2,050 shares 2,050 $114K 0.04% -144 Timeline OKLO OKLO INC More: the full row for OKLO 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: 6,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 1,000 shares 1,000 $112K 0.04% -4,000 Timeline XHB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares 1,000 $111K 0.04% new 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: 11,051 shares; 2024Q2: 5,414 shares; 2024Q3: 5,397 shares; 2024Q4: 5,416 shares; 2025Q1: 5,241 shares; 2025Q2: 5,173 shares; 2025Q3: 182 shares 182 $109K 0.04% -4,991 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: 1,082 shares; 2024Q2: 1,082 shares; 2024Q3: 1,082 shares; 2024Q4: 1,082 shares; 2025Q1: 1,082 shares; 2025Q2: 1,082 shares; 2025Q3: 1,082 shares 1,082 $108K 0.04% 0 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: 441 shares; 2024Q2: 441 shares; 2024Q3: 441 shares; 2024Q4: 516 shares; 2025Q1: 457 shares; 2025Q2: 499 shares; 2025Q3: 351 shares 351 $107K 0.04% -148 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,000 shares; 2025Q2: 3,006 shares; 2025Q3: 3,000 shares 3,000 $105K 0.04% -6 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 925 shares; 2024Q2: 925 shares; 2024Q3: 891 shares; 2024Q4: 891 shares; 2025Q1: 891 shares; 2025Q2: 905 shares; 2025Q3: 891 shares 891 $100K 0.03% -14 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: 439 shares; 2024Q2: 402 shares; 2024Q3: 358 shares; 2024Q4: 587 shares; 2025Q1: 592 shares; 2025Q2: 580 shares; 2025Q3: 305 shares 305 $100K 0.03% -275 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: 737 shares; 2024Q2: 565 shares; 2024Q3: 575 shares; 2024Q4: 559 shares; 2025Q1: 559 shares; 2025Q2: 1,092 shares; 2025Q3: 832 shares 832 $98.9K 0.03% -260 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 101 shares; 2024Q2: 101 shares; 2024Q3: 116 shares; 2024Q4: 116 shares; 2025Q1: 116 shares; 2025Q2: 473 shares; 2025Q3: 457 shares 457 $97.1K 0.03% -16 Timeline ESML 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: 54,457 shares; 2024Q2: 56,998 shares; 2024Q3: 56,034 shares; 2024Q4: 58,059 shares; 2025Q1: 60,852 shares; 2025Q2: 45,459 shares; 2025Q3: 2,044 shares 2,044 $92.1K 0.03% -43,415 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: 160 shares; 2024Q2: 330 shares; 2024Q3: 301 shares; 2024Q4: 317 shares; 2025Q1: 173 shares; 2025Q2: 241 shares; 2025Q3: 118 shares 118 $86.7K 0.03% -123 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares 500 $84.3K 0.03% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,036 shares; 2025Q3: 1,000 shares 1,000 $84.1K 0.03% -36 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: 574 shares; 2024Q2: 574 shares; 2024Q3: 575 shares; 2024Q4: 576 shares; 2025Q1: 576 shares; 2025Q2: 577 shares; 2025Q3: 577 shares 577 $82.2K 0.03% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 112 shares; 2024Q2: 106 shares; 2024Q3: 106 shares; 2024Q4: 106 shares; 2025Q1: 107 shares; 2025Q2: 109 shares; 2025Q3: 107 shares 107 $80.9K 0.03% -2 Timeline PEBO PEOPLES BANCORP INC More: the full row for PEOPLES BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,363 shares; 2024Q2: 2,394 shares; 2024Q3: 2,426 shares; 2024Q4: 2,453 shares; 2025Q1: 2,498 shares; 2025Q2: 2,516 shares; 2025Q3: 2,563 shares 2,563 $76.9K 0.03% +47 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 500 shares; 2024Q2: 587 shares; 2024Q3: 572 shares; 2024Q4: 572 shares; 2025Q1: 500 shares; 2025Q2: 510 shares; 2025Q3: 500 shares 500 $76K 0.03% -10 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: 334 shares; 2024Q2: 448 shares; 2024Q3: 426 shares; 2024Q4: 426 shares; 2025Q1: 538 shares; 2025Q2: 583 shares; 2025Q3: 454 shares 454 $76K 0.03% -129 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 200 shares; 2024Q2: 261 shares; 2024Q3: 254 shares; 2024Q4: 211 shares; 2025Q1: 200 shares; 2025Q2: 207 shares; 2025Q3: 200 shares 200 $74.8K 0.03% -7 Timeline FTCS 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: 886 shares; 2024Q2: 886 shares; 2024Q3: 886 shares; 2024Q4: 1,069 shares; 2025Q1: 886 shares; 2025Q2: 886 shares; 2025Q3: 778 shares 778 $72.8K 0.03% -108 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 5,635 shares; 2024Q2: 2,818 shares; 2024Q3: 2,818 shares; 2024Q4: 2,818 shares; 2025Q1: 2,818 shares; 2025Q2: not reported; 2025Q3: 2,818 shares 2,818 $72.5K 0.03% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 301 shares; 2024Q4: 490 shares; 2025Q1: 189 shares; 2025Q2: 1,099 shares; 2025Q3: 1,100 shares 1,100 $71.5K 0.02% +1 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,555 shares; 2024Q2: 1,555 shares; 2024Q3: 1,555 shares; 2024Q4: 1,555 shares; 2025Q1: 1,555 shares; 2025Q2: 1,584 shares; 2025Q3: 1,555 shares 1,555 $71.1K 0.02% -29 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: 455 shares; 2024Q2: 562 shares; 2024Q3: 495 shares; 2024Q4: 463 shares; 2025Q1: 463 shares; 2025Q2: 506 shares; 2025Q3: 455 shares 455 $70.7K 0.02% -51 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: 2,629 shares; 2024Q2: 2,329 shares; 2024Q3: 2,329 shares; 2024Q4: 2,329 shares; 2025Q1: 2,610 shares; 2025Q2: 2,726 shares; 2025Q3: 2,495 shares 2,495 $70.5K 0.02% -231 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 174 shares; 2024Q2: 174 shares; 2024Q3: 174 shares; 2024Q4: 166 shares; 2025Q1: 166 shares; 2025Q2: 153 shares; 2025Q3: 153 shares 153 $66.1K 0.02% 0 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,045 shares; 2024Q2: 3,093 shares; 2024Q3: 3,142 shares; 2024Q4: 3,191 shares; 2025Q1: 3,235 shares; 2025Q2: 3,277 shares; 2025Q3: 3,317 shares 3,317 $64.5K 0.02% +40 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,832 shares; 2024Q2: 4,049 shares; 2024Q3: 2,974 shares; 2024Q4: 3,456 shares; 2025Q1: 3,583 shares; 2025Q2: 3,125 shares; 2025Q3: 228 shares 228 $64.1K 0.02% -2,897 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 339 shares; 2024Q2: 381 shares; 2024Q3: 339 shares; 2024Q4: 339 shares; 2025Q1: 339 shares; 2025Q2: 346 shares; 2025Q3: 210 shares 210 $63.1K 0.02% -136 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: 296 shares; 2024Q2: 318 shares; 2024Q3: 311 shares; 2024Q4: 297 shares; 2025Q1: 668 shares; 2025Q2: 318 shares; 2025Q3: 299 shares 299 $62.9K 0.02% -19 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 725 shares; 2024Q2: 725 shares; 2024Q3: 725 shares; 2024Q4: 725 shares; 2025Q1: 725 shares; 2025Q2: 726 shares; 2025Q3: 725 shares 725 $60.1K 0.02% -1 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,161 shares; 2024Q2: 1,161 shares; 2024Q3: 1,161 shares; 2024Q4: 1,161 shares; 2025Q1: 1,161 shares; 2025Q2: 1,161 shares; 2025Q3: 1,161 shares 1,161 $58.6K 0.02% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 793 shares; 2024Q2: 789 shares; 2024Q3: 789 shares; 2024Q4: 789 shares; 2025Q1: 789 shares; 2025Q2: 755 shares; 2025Q3: 747 shares 747 $58.2K 0.02% -8 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 708 shares; 2024Q2: 474 shares; 2024Q3: 474 shares; 2024Q4: 474 shares; 2025Q1: 474 shares; 2025Q2: 474 shares; 2025Q3: 474 shares 474 $58K 0.02% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,550 shares; 2024Q2: 2,550 shares; 2024Q3: 2,550 shares; 2024Q4: 2,858 shares; 2025Q1: 2,567 shares; 2025Q2: 2,722 shares; 2025Q3: 850 shares 850 $56.4K 0.02% -1,872 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,781 shares; 2024Q2: 2,655 shares; 2024Q3: 2,655 shares; 2024Q4: 2,655 shares; 2025Q1: 2,655 shares; 2025Q2: 2,655 shares; 2025Q3: 760 shares 760 $55.3K 0.02% -1,895 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 454 shares; 2024Q2: 455 shares; 2024Q3: 457 shares; 2024Q4: 458 shares; 2025Q1: 460 shares; 2025Q2: 461 shares; 2025Q3: 462 shares 462 $54K 0.02% +1 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 481 shares; 2024Q2: 481 shares; 2024Q3: 481 shares; 2024Q4: 481 shares; 2025Q1: 481 shares; 2025Q2: 481 shares; 2025Q3: 481 shares 481 $53.8K 0.02% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 852 shares; 2024Q2: 852 shares; 2024Q3: 852 shares; 2024Q4: 911 shares; 2025Q1: 852 shares; 2025Q2: 886 shares; 2025Q3: 852 shares 852 $53.2K 0.02% -34 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 164 shares; 2024Q2: 164 shares; 2024Q3: 164 shares; 2024Q4: 164 shares; 2025Q1: 164 shares; 2025Q2: 168 shares; 2025Q3: 164 shares 164 $53K 0.02% -4 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 910 shares; 2024Q2: 910 shares; 2024Q3: 910 shares; 2024Q4: 910 shares; 2025Q1: 910 shares; 2025Q2: 910 shares; 2025Q3: 910 shares 910 $52.9K 0.02% 0 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: 1,478 shares; 2024Q2: 1,595 shares; 2024Q3: 595 shares; 2024Q4: 1,495 shares; 2025Q1: 495 shares; 2025Q2: 511 shares; 2025Q3: 340 shares 340 $52.8K 0.02% -171 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: 3,654 shares; 2024Q2: 3,913 shares; 2024Q3: 3,508 shares; 2024Q4: 5,826 shares; 2025Q1: 2,454 shares; 2025Q2: 2,210 shares; 2025Q3: 2,047 shares 2,047 $52.2K 0.02% -163 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 302 shares; 2025Q3: 300 shares 300 $50.8K 0.02% -2 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 755 shares; 2024Q2: 655 shares; 2024Q3: 656 shares; 2024Q4: 656 shares; 2025Q1: 1,058 shares; 2025Q2: 1,122 shares; 2025Q3: 659 shares 659 $50.5K 0.02% -463 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: 751 shares; 2024Q2: 747 shares; 2024Q3: 747 shares; 2024Q4: 747 shares; 2025Q1: 747 shares; 2025Q2: 774 shares; 2025Q3: 747 shares 747 $50.5K 0.02% -27 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 740 shares; 2024Q2: 606 shares; 2024Q3: 606 shares; 2024Q4: 1,818 shares; 2025Q1: 1,818 shares; 2025Q2: 1,898 shares; 2025Q3: 1,678 shares 1,678 $49.7K 0.02% -220 Timeline BNTX BIONTECH SE More: the full row for BIONTECH SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares 500 $49.3K 0.02% 0 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,011 shares; 2025Q3: 1,000 shares 1,000 $49.3K 0.02% -11 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,246 shares; 2024Q2: 1,246 shares; 2024Q3: 1,246 shares; 2024Q4: 1,246 shares; 2025Q1: 1,246 shares; 2025Q2: 1,262 shares; 2025Q3: 1,050 shares 1,050 $48.1K 0.02% -212 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: 146 shares; 2024Q2: 146 shares; 2024Q3: 146 shares; 2024Q4: 146 shares; 2025Q1: 146 shares; 2025Q2: 152 shares; 2025Q3: 146 shares 146 $48K 0.02% -6 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,152 shares; 2024Q2: 3,148 shares; 2024Q3: 3,148 shares; 2024Q4: 2,748 shares; 2025Q1: 3,048 shares; 2025Q2: 3,031 shares; 2025Q3: 2,047 shares 2,047 $46.9K 0.02% -984 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: 143 shares; 2024Q2: 143 shares; 2024Q3: 143 shares; 2024Q4: 180 shares; 2025Q1: 217 shares; 2025Q2: 256 shares; 2025Q3: 143 shares 143 $43K 0.01% -113 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,371 shares; 2024Q2: 1,484 shares; 2024Q3: 1,371 shares; 2024Q4: 1,371 shares; 2025Q1: 1,695 shares; 2025Q2: 1,325 shares; 2025Q3: 955 shares 955 $42K 0.01% -370 Timeline CIBR 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: 540 shares; 2024Q2: 540 shares; 2024Q3: 540 shares; 2024Q4: 540 shares; 2025Q1: 540 shares; 2025Q2: 540 shares; 2025Q3: 540 shares 540 $41K 0.01% 0 Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,082 shares; 2024Q2: 2,082 shares; 2024Q3: 2,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares 5,000 $38.1K 0.01% 0 Timeline IBDS 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: 1,431 shares; 2024Q2: 1,447 shares; 2024Q3: 1,463 shares; 2024Q4: 1,484 shares; 2025Q1: 1,495 shares; 2025Q2: 1,512 shares; 2025Q3: 1,528 shares 1,528 $37.2K 0.01% +16 Timeline IBDR 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: 1,631 shares; 2024Q2: 1,646 shares; 2024Q3: 1,661 shares; 2024Q4: 1,682 shares; 2025Q1: 1,692 shares; 2025Q2: 1,507 shares; 2025Q3: 1,523 shares 1,523 $37K 0.01% +16 Timeline ISHARES TR 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: 1,570 shares; 2024Q2: 1,583 shares; 2024Q3: 1,596 shares; 2024Q4: 1,615 shares; 2025Q1: 1,624 shares; 2025Q2: 1,448 shares; 2025Q3: 1,463 shares 1,463 $36.9K 0.01% +15 BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 994 shares; 2024Q2: 3,953 shares; 2024Q3: 7,247 shares; 2024Q4: 8,831 shares; 2025Q1: 12,862 shares; 2025Q2: 17,025 shares; 2025Q3: 460 shares 460 $36.3K 0.01% -16,565 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 393 shares; 2024Q2: 432 shares; 2024Q3: 418 shares; 2024Q4: 412 shares; 2025Q1: 393 shares; 2025Q2: 414 shares; 2025Q3: 393 shares 393 $35.3K 0.01% -21 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: 1,590 shares; 2024Q2: 1,429 shares; 2024Q3: 1,351 shares; 2024Q4: 1,454 shares; 2025Q1: 1,372 shares; 2025Q2: 1,364 shares; 2025Q3: 417 shares 417 $35K 0.01% -947 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 323 shares; 2025Q1: 323 shares; 2025Q2: 350 shares; 2025Q3: 350 shares 350 $34.9K 0.01% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 250 shares; 2024Q2: 250 shares; 2024Q3: 250 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 757 shares; 2025Q3: 101 shares 101 $34.1K 0.01% -656 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: 377 shares; 2024Q2: 377 shares; 2024Q3: 377 shares; 2024Q4: 377 shares; 2025Q1: 377 shares; 2025Q2: 377 shares; 2025Q3: 377 shares 377 $33.7K 0.01% 0 Timeline IBDT 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: 1,309 shares; 2024Q2: 1,309 shares; 2024Q3: 1,309 shares; 2024Q4: 1,309 shares; 2025Q1: 1,309 shares; 2025Q2: 1,309 shares; 2025Q3: 1,309 shares 1,309 $33.4K 0.01% 0 Timeline FXR 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: 420 shares; 2024Q2: 422 shares; 2024Q3: 422 shares; 2024Q4: 423 shares; 2025Q1: 424 shares; 2025Q2: 425 shares; 2025Q3: 425 shares 425 $33.2K 0.01% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 110 shares; 2024Q2: 111 shares; 2024Q3: 111 shares; 2024Q4: 112 shares; 2025Q1: 122 shares; 2025Q2: 135 shares; 2025Q3: 113 shares 113 $33.2K 0.01% -22 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,056 shares 1,056 $33K 0.01% +56 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: 83 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 224 shares; 2025Q1: 226 shares; 2025Q2: 228 shares; 2025Q3: 561 shares 561 $33K 0.01% +333 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: 332 shares; 2024Q2: 539 shares; 2024Q3: 503 shares; 2024Q4: 529 shares; 2025Q1: 328 shares; 2025Q2: 410 shares; 2025Q3: 132 shares 132 $32.1K 0.01% -278 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: 855 shares; 2024Q2: 855 shares; 2024Q3: 855 shares; 2024Q4: 767 shares; 2025Q1: 467 shares; 2025Q2: 480 shares; 2025Q3: 490 shares 490 $31.4K 0.01% +10 Timeline ESPO 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: 256 shares; 2024Q2: 256 shares; 2024Q3: 256 shares; 2024Q4: 865 shares; 2025Q1: 865 shares; 2025Q2: 865 shares; 2025Q3: 256 shares 256 $31K 0.01% -609 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: 137 shares; 2024Q2: 178 shares; 2024Q3: 186 shares; 2024Q4: 101 shares; 2025Q1: 81 shares; 2025Q2: 63 shares; 2025Q3: 40 shares 40 $30.5K 0.01% -23 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,785 shares; 2024Q2: 1,787 shares; 2024Q3: 1,787 shares; 2024Q4: 2,084 shares; 2025Q1: 2,066 shares; 2025Q2: 997 shares; 2025Q3: 585 shares 585 $30.2K 0.01% -412 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: 242 shares; 2024Q2: 454 shares; 2024Q3: 417 shares; 2024Q4: 414 shares; 2025Q1: 137 shares; 2025Q2: 189 shares; 2025Q3: 86 shares 86 $29.4K 0.01% -103 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 309 shares; 2025Q3: 300 shares 300 $28.3K 0.01% -9 Timeline DRLL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 957 shares; 2024Q2: 957 shares; 2024Q3: 957 shares; 2024Q4: 957 shares; 2025Q1: 957 shares; 2025Q2: 957 shares; 2025Q3: 957 shares 957 $27.5K 0.01% 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: 293 shares; 2024Q2: 294 shares; 2024Q3: 293 shares; 2024Q4: 295 shares; 2025Q1: 296 shares; 2025Q2: 297 shares; 2025Q3: 248 shares 248 $27.5K 0.01% -49 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: 372 shares; 2024Q2: 372 shares; 2024Q3: 372 shares; 2024Q4: 372 shares; 2025Q1: 372 shares; 2025Q2: 372 shares; 2025Q3: 372 shares 372 $26.6K 0.01% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 526 shares; 2024Q2: 526 shares; 2024Q3: 526 shares; 2024Q4: 526 shares; 2025Q1: 526 shares; 2025Q2: 539 shares; 2025Q3: 526 shares 526 $26.5K 0.01% -13 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 301 shares; 2024Q2: 301 shares; 2024Q3: 301 shares; 2024Q4: 301 shares; 2025Q1: 301 shares; 2025Q2: 301 shares; 2025Q3: 301 shares 301 $26.1K 0.01% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 150 shares; 2024Q2: 150 shares; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 159 shares; 2025Q3: 150 shares 150 $25.9K 0.01% -9 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,178 shares; 2024Q2: 3,178 shares; 2024Q3: 3,178 shares; 2024Q4: 3,178 shares; 2025Q1: 3,178 shares; 2025Q2: 3,178 shares; 2025Q3: 2,000 shares 2,000 $24.4K 0.01% -1,178 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: 221 shares; 2024Q2: 221 shares; 2024Q3: 223 shares; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 226 shares; 2025Q3: 228 shares 228 $23.5K 0.01% +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: 13,190 shares; 2024Q2: 12,482 shares; 2024Q3: 12,454 shares; 2024Q4: 12,257 shares; 2025Q1: 11,067 shares; 2025Q2: 11,066 shares; 2025Q3: 360 shares 360 $23.5K 0.01% -10,706 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 174 shares 174 $22.7K 0.01% new 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: 640 shares; 2024Q2: 640 shares; 2024Q3: 768 shares; 2024Q4: 758 shares; 2025Q1: 420 shares; 2025Q2: 459 shares; 2025Q3: 310 shares 310 $21.6K 0.01% -149 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 35 shares; 2024Q3: 35 shares; 2024Q4: 44 shares; 2025Q1: 53 shares; 2025Q2: 51 shares; 2025Q3: 35 shares 35 $21.5K 0.01% -16 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: 207 shares; 2024Q2: 125 shares; 2024Q3: 121 shares; 2024Q4: 121 shares; 2025Q1: 99 shares; 2025Q2: 111 shares; 2025Q3: 91 shares 91 $21.5K 0.01% -20 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 500 shares; 2024Q2: 604 shares; 2024Q3: 586 shares; 2024Q4: 586 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares 500 $21.5K 0.01% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 360 shares; 2025Q3: 300 shares 300 $21.5K 0.01% -60 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,269 shares; 2024Q2: 3,374 shares; 2024Q3: 3,374 shares; 2024Q4: 1,374 shares; 2025Q1: 1,374 shares; 2025Q2: 1,374 shares; 2025Q3: 500 shares 500 $21.2K 0.01% -874 Timeline CBOA CALAMOS ETF TR More: the full row for CALAMOS 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: not reported; 2025Q2: 779 shares; 2025Q3: 779 shares 779 $20.8K 0.01% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 248 shares; 2024Q2: 248 shares; 2024Q3: 248 shares; 2024Q4: 348 shares; 2025Q1: 449 shares; 2025Q2: 371 shares; 2025Q3: 248 shares 248 $20.4K 0.01% -123 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: 125 shares; 2024Q2: 200 shares; 2024Q3: 174 shares; 2024Q4: 174 shares; 2025Q1: 125 shares; 2025Q2: 181 shares; 2025Q3: 125 shares 125 $19.9K 0.01% -56 Timeline BGH BARINGS GLOBAL SHORT DURATIO More: the full row for BARINGS GLOBAL SHORT DURATIO 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: 1,281 shares 1,281 $19.8K 0.01% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 439 shares; 2024Q2: 439 shares; 2024Q3: 439 shares; 2024Q4: 782 shares; 2025Q1: 762 shares; 2025Q2: 733 shares; 2025Q3: 439 shares 439 $19.8K 0.01% -294 Timeline QXO QXO INC More: the full row for QXO 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: 1,000 shares 1,000 $19.1K 0.01% new Timeline QQQJ 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: 528 shares; 2024Q2: 528 shares; 2024Q3: 528 shares; 2024Q4: 528 shares; 2025Q1: 528 shares; 2025Q2: 528 shares; 2025Q3: 528 shares 528 $18.9K 0.01% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 223 shares; 2024Q2: 269 shares; 2024Q3: 223 shares; 2024Q4: 223 shares; 2025Q1: 223 shares; 2025Q2: 252 shares; 2025Q3: 223 shares 223 $18.6K 0.01% -29 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 972 shares; 2024Q2: 1,110 shares; 2024Q3: 1,011 shares; 2024Q4: 1,155 shares; 2025Q1: 1,434 shares; 2025Q2: 1,381 shares; 2025Q3: 580 shares 580 $18.2K 0.01% -801 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: 133 shares; 2024Q2: 133 shares; 2024Q3: 133 shares; 2024Q4: 244 shares; 2025Q1: 237 shares; 2025Q2: 230 shares; 2025Q3: 133 shares 133 $18.1K 0.01% -97 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: 327 shares; 2024Q2: 154 shares; 2024Q3: 154 shares; 2024Q4: 154 shares; 2025Q1: 154 shares; 2025Q2: 154 shares; 2025Q3: 38 shares 38 $17.6K 0.01% -116 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: 51 shares; 2024Q2: 51 shares; 2024Q3: 51 shares; 2024Q4: 51 shares; 2025Q1: 41 shares; 2025Q2: 49 shares; 2025Q3: 30 shares 30 $17.1K 0.01% -19 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 262 shares; 2025Q3: 250 shares 250 $16.8K 0.01% -12 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: 386 shares; 2024Q2: 386 shares; 2024Q3: 386 shares; 2024Q4: 265 shares; 2025Q1: 265 shares; 2025Q2: 591 shares; 2025Q3: 565 shares 565 $16.3K 0.01% -26 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 467 shares; 2024Q2: 467 shares; 2024Q3: 467 shares; 2024Q4: 467 shares; 2025Q1: 467 shares; 2025Q2: 467 shares; 2025Q3: 467 shares 467 $16.2K 0.01% 0 Timeline AL AIR LEASE CORP More: the full row for AIR LEASE 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: 246 shares 246 $15.7K 0.01% new Timeline XOP 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: 30 shares; 2024Q2: 30 shares; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 118 shares; 2025Q3: 118 shares 118 $15.6K 0.01% 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: 90 shares; 2024Q2: 242 shares; 2024Q3: 220 shares; 2024Q4: 193 shares; 2025Q1: 90 shares; 2025Q2: 130 shares; 2025Q3: 90 shares 90 $15K 0.01% -40 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 32 shares; 2024Q2: 32 shares; 2024Q3: 32 shares; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 36 shares; 2025Q3: 32 shares 32 $14.6K 0.01% -4 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 87 shares; 2024Q2: 87 shares; 2024Q3: 87 shares; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 92 shares; 2025Q3: 87 shares 87 $14.5K 0.01% -5 Timeline NVTS NAVITAS SEMICONDUCTOR CORP More: the full row for NAVITAS SEMICONDUCTOR 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: 2,000 shares; 2025Q3: 2,000 shares 2,000 $14.4K <0.01% 0 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 27,995 shares; 2024Q2: 27,995 shares; 2024Q3: 27,995 shares; 2024Q4: 27,995 shares; 2025Q1: 27,995 shares; 2025Q2: 27,995 shares; 2025Q3: 530 shares 530 $14.3K <0.01% -27,465 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares 200 $14.2K <0.01% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 50 shares; 2024Q2: 50 shares; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares 50 $14K <0.01% 0 Timeline ACH ACCENDRA HEALTH INC More: the full row for ACCENDRA HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,883 shares; 2024Q2: 2,883 shares; 2024Q3: 2,883 shares; 2024Q4: 2,883 shares; 2025Q1: 2,928 shares; 2025Q2: 2,883 shares; 2025Q3: 2,883 shares 2,883 $13.8K <0.01% 0 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: 316 shares; 2024Q2: 364 shares; 2024Q3: 369 shares; 2024Q4: 954 shares; 2025Q1: 340 shares; 2025Q2: 310 shares; 2025Q3: 100 shares 100 $13.4K <0.01% -210 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 580 shares; 2024Q2: 580 shares; 2024Q3: 580 shares; 2024Q4: 580 shares; 2025Q1: 580 shares; 2025Q2: 580 shares; 2025Q3: 580 shares 580 $13.3K <0.01% 0 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31 shares; 2025Q2: 33 shares; 2025Q3: 31 shares 31 $13.1K <0.01% -2 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 546 shares; 2024Q2: 546 shares; 2024Q3: 546 shares; 2024Q4: 546 shares; 2025Q1: 546 shares; 2025Q2: 500 shares; 2025Q3: 500 shares 500 $12.9K <0.01% 0 Timeline MDYV 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: 149 shares; 2024Q2: 149 shares; 2024Q3: 150 shares; 2024Q4: 151 shares; 2025Q1: 151 shares; 2025Q2: 152 shares; 2025Q3: 144 shares 144 $12K <0.01% -8 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: 10 shares; 2024Q2: 98 shares; 2024Q3: 83 shares; 2024Q4: 83 shares; 2025Q1: 10 shares; 2025Q2: 25 shares; 2025Q3: 10 shares 10 $12K <0.01% -15 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: 160 shares; 2024Q2: 178 shares; 2024Q3: 178 shares; 2024Q4: 534 shares; 2025Q1: 534 shares; 2025Q2: 534 shares; 2025Q3: 391 shares 391 $11.4K <0.01% -143 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 210 shares; 2024Q2: 210 shares; 2024Q3: 210 shares; 2024Q4: 210 shares; 2025Q1: 210 shares; 2025Q2: 210 shares; 2025Q3: 249 shares 249 $11.2K <0.01% +39 Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares 100 $10.7K <0.01% 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: 1,115 shares; 2024Q2: 783 shares; 2024Q3: 788 shares; 2024Q4: 794 shares; 2025Q1: 895 shares; 2025Q2: not reported; 2025Q3: 74 shares 74 $10.4K <0.01% new 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: 2,219 shares; 2024Q2: 2,219 shares; 2024Q3: 2,219 shares; 2024Q4: 2,219 shares; 2025Q1: 2,274 shares; 2025Q2: 2,274 shares; 2025Q3: 157 shares 157 $10.3K <0.01% -2,117 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 240 shares; 2024Q2: 240 shares; 2024Q3: 240 shares; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 240 shares; 2025Q3: 240 shares 240 $10.2K <0.01% 0 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: 423 shares; 2024Q2: 367 shares; 2024Q3: 367 shares; 2024Q4: 367 shares; 2025Q1: 367 shares; 2025Q2: 379 shares; 2025Q3: 97 shares 97 $10.1K <0.01% -282 Timeline HELO 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: 968 shares; 2024Q3: 76,614 shares; 2024Q4: 85,271 shares; 2025Q1: 4,386 shares; 2025Q2: 1,057 shares; 2025Q3: 150 shares 150 $9.78K <0.01% -907 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 140 shares; 2024Q2: 140 shares; 2024Q3: 140 shares; 2024Q4: 344 shares; 2025Q1: 331 shares; 2025Q2: 322 shares; 2025Q3: 100 shares 100 $9.52K <0.01% -222 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 150 shares; 2024Q2: 254 shares; 2024Q3: 217 shares; 2024Q4: 217 shares; 2025Q1: 150 shares; 2025Q2: 147 shares; 2025Q3: 100 shares 100 $9.46K <0.01% -47 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 204 shares; 2025Q3: 200 shares 200 $9.45K <0.01% -4 Timeline ACHV ACHIEVE LIFE SCIENCE INC More: the full row for ACHIEVE LIFE SCIENCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,000 shares; 2024Q2: 3,000 shares; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares 3,000 $9.45K <0.01% 0 Timeline AMRC AMERESCO INC More: the full row for AMERESCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 42 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 280 shares 280 $9.4K <0.01% new 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: 524 shares; 2024Q2: 524 shares; 2024Q3: 545 shares; 2024Q4: 545 shares; 2025Q1: 552 shares; 2025Q2: 238 shares; 2025Q3: 124 shares 124 $9.36K <0.01% -114 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 103 shares; 2025Q3: 100 shares 100 $8.97K <0.01% -3 Timeline WGS GENEDX HOLDINGS CORP More: the full row for GENEDX HOLDINGS 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: 5 shares; 2025Q2: not reported; 2025Q3: 81 shares 81 $8.73K <0.01% new 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: 181 shares; 2024Q2: 181 shares; 2024Q3: 181 shares; 2024Q4: 181 shares; 2025Q1: 181 shares; 2025Q2: 188 shares; 2025Q3: 45 shares 45 $8.67K <0.01% -143 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 229 shares; 2024Q2: 80 shares; 2024Q3: 80 shares; 2024Q4: 81 shares; 2025Q1: 81 shares; 2025Q2: 87 shares; 2025Q3: 82 shares 82 $8.51K <0.01% -5 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: 250 shares; 2024Q2: 226 shares; 2024Q3: 226 shares; 2024Q4: 226 shares; 2025Q1: 154 shares; 2025Q2: 171 shares; 2025Q3: 76 shares 76 $8.49K <0.01% -95 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 568 shares; 2024Q2: 568 shares; 2024Q3: 568 shares; 2024Q4: 568 shares; 2025Q1: 568 shares; 2025Q2: 568 shares; 2025Q3: 568 shares 568 $8.48K <0.01% 0 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 190 shares; 2024Q2: 174 shares; 2024Q3: 174 shares; 2024Q4: 174 shares; 2025Q1: 174 shares; 2025Q2: 174 shares; 2025Q3: 140 shares 140 $8.43K <0.01% -34 Timeline WOMN TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 100 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares 200 $8.13K <0.01% 0 Timeline IBMR 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: 316 shares; 2025Q1: 316 shares; 2025Q2: 316 shares; 2025Q3: 316 shares 316 $8.07K <0.01% 0 Timeline ISHARES ISHARES More: the full row for ISHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares 300 $8.04K <0.01% 0 IBMO 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: 313 shares; 2024Q2: 313 shares; 2024Q3: 313 shares; 2024Q4: 313 shares; 2025Q1: 313 shares; 2025Q2: 313 shares; 2025Q3: 313 shares 313 $8.03K <0.01% 0 Timeline IBMQ 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: 313 shares; 2024Q2: 313 shares; 2024Q3: 313 shares; 2024Q4: 313 shares; 2025Q1: 313 shares; 2025Q2: 313 shares; 2025Q3: 313 shares 313 $8.03K <0.01% 0 Timeline IBMP 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: 314 shares; 2024Q2: 314 shares; 2024Q3: 314 shares; 2024Q4: 314 shares; 2025Q1: 314 shares; 2025Q2: 314 shares; 2025Q3: 314 shares 314 $8K <0.01% 0 Timeline AOR 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: 110 shares; 2024Q2: 110 shares; 2024Q3: 110 shares; 2024Q4: 123 shares; 2025Q1: 123 shares; 2025Q2: 123 shares; 2025Q3: 123 shares 123 $7.92K <0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 561 shares; 2024Q2: 561 shares; 2024Q3: 561 shares; 2024Q4: 561 shares; 2025Q1: 584 shares; 2025Q2: 483 shares; 2025Q3: 401 shares 401 $7.83K <0.01% -82 Timeline NMRK NEWMARK GROUP INC More: the full row for NEWMARK GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 417 shares; 2024Q2: 417 shares; 2024Q3: 417 shares; 2024Q4: 417 shares; 2025Q1: 477 shares; 2025Q2: 417 shares; 2025Q3: 417 shares 417 $7.78K <0.01% 0 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS 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: 9 shares; 2025Q3: 100 shares 100 $7.7K <0.01% +91 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 5,923 shares; 2024Q2: 5,923 shares; 2024Q3: 5,923 shares; 2024Q4: 1,923 shares; 2025Q1: 1,923 shares; 2025Q2: 1,955 shares; 2025Q3: 270 shares 270 $7.64K <0.01% -1,685 Timeline IBTH 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: 334 shares; 2024Q2: 334 shares; 2024Q3: 334 shares; 2024Q4: 334 shares; 2025Q1: 334 shares; 2025Q2: 334 shares; 2025Q3: 334 shares 334 $7.52K <0.01% 0 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 636 shares; 2024Q2: 620 shares; 2024Q3: 620 shares; 2024Q4: 121 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 86 shares 86 $7.42K <0.01% +46 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 171 shares; 2024Q2: 171 shares; 2024Q3: 171 shares; 2024Q4: 446 shares; 2025Q1: 609 shares; 2025Q2: 543 shares; 2025Q3: 171 shares 171 $7.38K <0.01% -372 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 124 shares; 2024Q2: 125 shares; 2024Q3: 126 shares; 2024Q4: 224 shares; 2025Q1: 129 shares; 2025Q2: 131 shares; 2025Q3: 133 shares 133 $7.36K <0.01% +2 Timeline TSEM TOWER SEMICONDUCTOR LTD More: the full row for TOWER SEMICONDUCTOR LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares 100 $7.23K <0.01% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 45 shares; 2024Q2: 67 shares; 2024Q3: 67 shares; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: 70 shares; 2025Q3: 14 shares 14 $6.99K <0.01% -56 Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME 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: not reported; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares 600 $6.73K <0.01% 0 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES 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: 5 shares; 2025Q3: 123 shares 123 $6.73K <0.01% +118 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares 100 $6.71K <0.01% new Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: not reported; 2025Q3: 100 shares 100 $6.64K <0.01% new Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 254 shares; 2024Q2: 258 shares; 2024Q3: 254 shares; 2024Q4: 254 shares; 2025Q1: 254 shares; 2025Q2: 259 shares; 2025Q3: 254 shares 254 $6.62K <0.01% -5 Timeline ISHARES TR 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: 260 shares; 2024Q2: 262 shares; 2024Q3: 265 shares; 2024Q4: 269 shares; 2025Q1: 271 shares; 2025Q2: 274 shares; 2025Q3: 277 shares 277 $6.47K <0.01% +3 DEFT DEFI TECHNOLOGIES INC More: the full row for DEFI 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: 3,000 shares 3,000 $6.33K <0.01% new Timeline LRGF 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: 89 shares 89 $6.15K <0.01% new 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: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000 $6.09K <0.01% 0 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: 27 shares; 2024Q2: 27 shares; 2024Q3: 27 shares; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: 34 shares; 2025Q3: 27 shares 27 $5.96K <0.01% -7 Timeline JRI NUVEEN REAL ASSET INCOME & G More: the full row for NUVEEN REAL ASSET INCOME & G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 409 shares; 2024Q2: 409 shares; 2024Q3: 409 shares; 2024Q4: 409 shares; 2025Q1: 409 shares; 2025Q2: 409 shares; 2025Q3: 409 shares 409 $5.83K <0.01% 0 Timeline RIET 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares 600 $5.78K <0.01% 0 Timeline GSIE 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 140 shares 140 $5.76K <0.01% new Timeline EQIX EQUINIX INC More: the full row for EQUINIX 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 shares; 2025Q3: 7 shares 7 $5.48K <0.01% +5 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 1 shares; 2025Q3: 32 shares 32 $5.36K <0.01% +31 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 20 shares; 2024Q2: 43 shares; 2024Q3: 35 shares; 2024Q4: 35 shares; 2025Q1: 30 shares; 2025Q2: 36 shares; 2025Q3: 20 shares 20 $5.22K <0.01% -16 Timeline IGIB 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: 96 shares; 2024Q2: 96 shares; 2024Q3: 96 shares; 2024Q4: 96 shares; 2025Q1: 96 shares; 2025Q2: 96 shares; 2025Q3: 96 shares 96 $5.19K <0.01% 0 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 411 shares; 2024Q2: 411 shares; 2024Q3: 411 shares; 2024Q4: 411 shares; 2025Q1: 411 shares; 2025Q2: 411 shares; 2025Q3: 411 shares 411 $5.06K <0.01% 0 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN 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: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares 100 $5K <0.01% 0 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: 4,380 shares; 2024Q2: 4,617 shares; 2024Q3: 4,588 shares; 2024Q4: 4,585 shares; 2025Q1: 4,231 shares; 2025Q2: 4,445 shares; 2025Q3: 20 shares 20 $4.86K <0.01% -4,425 Timeline CDNA CAREDX INC More: the full row for CAREDX 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: 20 shares; 2025Q2: not reported; 2025Q3: 332 shares 332 $4.83K <0.01% new Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares 100 $4.77K <0.01% 0 Timeline BRBR BELLRING BRANDS INC More: the full row for BELLRING BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 127 shares; 2024Q2: 127 shares; 2024Q3: 127 shares; 2024Q4: 127 shares; 2025Q1: 127 shares; 2025Q2: 127 shares; 2025Q3: 127 shares 127 $4.61K <0.01% 0 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 277 shares; 2024Q2: 277 shares; 2024Q3: 277 shares; 2024Q4: 277 shares; 2025Q1: 397 shares; 2025Q2: 277 shares; 2025Q3: 277 shares 277 $4.46K <0.01% 0 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS 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: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares 100 $4.31K <0.01% 0 Timeline BL BLACKLINE INC More: the full row for BLACKLINE 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: 10 shares; 2025Q2: not reported; 2025Q3: 81 shares 81 $4.3K <0.01% new Timeline CX CEMEX SAB DE CV More: the full row for CEMEX SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 478 shares; 2024Q2: 478 shares; 2024Q3: 478 shares; 2024Q4: 478 shares; 2025Q1: 478 shares; 2025Q2: 478 shares; 2025Q3: 478 shares 478 $4.3K <0.01% 0 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: 65 shares; 2024Q2: 65 shares; 2024Q3: 65 shares; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 103 shares; 2025Q3: 43 shares 43 $4.21K <0.01% -60 Timeline P EVERPURE INC More: the full row for EVERPURE 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: 17 shares; 2025Q3: 50 shares 50 $4.19K <0.01% +33 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 547 shares; 2024Q2: 357 shares; 2024Q3: 431 shares; 2024Q4: 986 shares; 2025Q1: 714 shares; 2025Q2: 714 shares; 2025Q3: 178 shares 178 $4.14K <0.01% -536 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 54 shares; 2024Q2: 54 shares; 2024Q3: 54 shares; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 54 shares; 2025Q3: 54 shares 54 $4.09K <0.01% 0 Timeline FRSH FRESHWORKS INC More: the full row for FRESHWORKS 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: 50 shares; 2025Q2: not reported; 2025Q3: 339 shares 339 $3.99K <0.01% new Timeline COLUMBUS CIRCLE CAP CORP. I COLUMBUS CIRCLE CAP CORP. I More: the full row for COLUMBUS CIRCLE CAP CORP. 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: not reported; 2025Q2: not reported; 2025Q3: 394 shares 394 $3.99K <0.01% new BYND BEYOND MEAT INC More: the full row for BEYOND MEAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,000 shares; 2024Q2: 2,000 shares; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares 2,000 $3.78K <0.01% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 867 shares; 2024Q2: 614 shares; 2024Q3: 319 shares; 2024Q4: 155 shares; 2025Q1: 155 shares; 2025Q2: 89 shares; 2025Q3: 50 shares 50 $3.77K <0.01% -39 Timeline CARG CARGURUS INC More: the full row for CARGURUS 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: 20 shares; 2025Q2: not reported; 2025Q3: 101 shares 101 $3.76K <0.01% new 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: 146 shares; 2024Q2: 146 shares; 2024Q3: 146 shares; 2024Q4: 270 shares; 2025Q1: 394 shares; 2025Q2: 297 shares; 2025Q3: 22 shares 22 $3.73K <0.01% -275 Timeline TCI TRANSCONTINENTAL RLTY INVS More: the full row for TRANSCONTINENTAL RLTY INVS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 63 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: 78 shares 78 $3.6K <0.01% 0 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 101 shares; 2025Q3: 101 shares 101 $3.5K <0.01% 0 Timeline CC CHEMOURS CO More: the full row for CHEMOURS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 215 shares; 2024Q2: 215 shares; 2024Q3: 215 shares; 2024Q4: 215 shares; 2025Q1: 215 shares; 2025Q2: 215 shares; 2025Q3: 215 shares 215 $3.41K <0.01% 0 Timeline ASPN ASPEN AEROGELS INC More: the full row for ASPEN AEROGELS 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: 486 shares 486 $3.38K <0.01% new Timeline WIX WIX COM LTD More: the full row for WIX COM LTD 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: 19 shares; 2025Q3: 19 shares 19 $3.38K <0.01% 0 Timeline ANIX ANIXA BIOSCIENCES INC More: the full row for ANIXA BIOSCIENCES 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: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000 $3.3K <0.01% 0 Timeline VERX VERTEX INC More: the full row for VERTEX 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: 20 shares; 2025Q2: not reported; 2025Q3: 133 shares 133 $3.3K <0.01% new Timeline BETZ LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 563 shares; 2024Q2: 187 shares; 2024Q3: 187 shares; 2024Q4: 187 shares; 2025Q1: 137 shares; 2025Q2: 137 shares; 2025Q3: 137 shares 137 $3.27K <0.01% 0 Timeline MDIV 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: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares 200 $3.21K <0.01% 0 Timeline TMCI TREACE MED CONCEPTS INC More: the full row for TREACE MED CONCEPTS 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: 45 shares; 2025Q2: not reported; 2025Q3: 473 shares 473 $3.17K <0.01% new Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 58 shares; 2024Q2: 58 shares; 2024Q3: 58 shares; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 58 shares; 2025Q3: 58 shares 58 $3.02K <0.01% 0 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 20 shares; 2024Q2: 20 shares; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 70 shares 70 $2.96K <0.01% +50 Timeline CAKE CHEESECAKE FACTORY INC More: the full row for CHEESECAKE FACTORY 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: 20 shares; 2025Q2: 1 shares; 2025Q3: 53 shares 53 $2.9K <0.01% +52 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS 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: 50 shares 50 $2.88K <0.01% new Timeline NRDS NERDWALLET INC More: the full row for NERDWALLET 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: 265 shares; 2025Q3: 265 shares 265 $2.85K <0.01% 0 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14 shares; 2025Q3: 100 shares 100 $2.83K <0.01% +86 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 147 shares; 2025Q3: 100 shares 100 $2.72K <0.01% -47 Timeline GNTX GENTEX CORP More: the full row for GENTEX 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: 96 shares 96 $2.72K <0.01% 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: 4,059 shares; 2024Q2: 4,150 shares; 2024Q3: 4,131 shares; 2024Q4: 1,131 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 15 shares 15 $2.68K <0.01% -13 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 81 shares; 2024Q2: 81 shares; 2024Q3: 81 shares; 2024Q4: 81 shares; 2025Q1: 81 shares; 2025Q2: 110 shares; 2025Q3: 81 shares 81 $2.58K <0.01% -29 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 369 shares; 2024Q3: 119 shares; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 36 shares; 2025Q3: 35 shares 35 $2.56K <0.01% -1 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 302 shares; 2024Q2: 302 shares; 2024Q3: 302 shares; 2024Q4: 253 shares; 2025Q1: 253 shares; 2025Q2: 258 shares; 2025Q3: 253 shares 253 $2.5K <0.01% -5 Timeline CERS CERUS CORP More: the full row for CERUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,575 shares; 2024Q2: 1,575 shares; 2024Q3: 1,575 shares; 2024Q4: 1,575 shares; 2025Q1: 1,575 shares; 2025Q2: 1,575 shares; 2025Q3: 1,575 shares 1,575 $2.5K <0.01% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 202 shares; 2025Q3: 100 shares 100 $2.46K <0.01% -102 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 5 shares; 2024Q2: 5 shares; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 6 shares; 2025Q3: 5 shares 5 $2.34K <0.01% -1 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: 31 shares; 2024Q2: 31 shares; 2024Q3: 31 shares; 2024Q4: 43 shares; 2025Q1: 55 shares; 2025Q2: 59 shares; 2025Q3: 31 shares 31 $2.33K <0.01% -28 Timeline BLFS BIOLIFE SOLUTIONS INC More: the full row for BIOLIFE SOLUTIONS 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: 15 shares; 2025Q2: not reported; 2025Q3: 89 shares 89 $2.27K <0.01% new Timeline ICUI ICU MED INC More: the full row for ICU MED 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 shares; 2025Q2: not reported; 2025Q3: 18 shares 18 $2.16K <0.01% new Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 68 shares; 2024Q2: 68 shares; 2024Q3: 68 shares; 2024Q4: 68 shares; 2025Q1: 68 shares; 2025Q2: 68 shares; 2025Q3: 68 shares 68 $2.12K <0.01% 0 Timeline VNM 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: 118 shares; 2024Q2: 118 shares; 2024Q3: 118 shares; 2024Q4: 118 shares; 2025Q1: 118 shares; 2025Q2: 118 shares; 2025Q3: 118 shares 118 $2.11K <0.01% 0 Timeline PROCAP ACQUISITION CORP PROCAP ACQUISITION CORP More: the full row for PROCAP ACQUISITION 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: 200 shares 200 $2.1K <0.01% new EZA 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: 31 shares; 2024Q2: 31 shares; 2024Q3: 31 shares; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 31 shares; 2025Q3: 31 shares 31 $1.99K <0.01% 0 Timeline FIVN FIVE9 INC More: the full row for FIVE9 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: 81 shares 81 $1.96K <0.01% new Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 215 shares; 2024Q2: 215 shares; 2024Q3: 215 shares; 2024Q4: 215 shares; 2025Q1: 215 shares; 2025Q2: 215 shares; 2025Q3: 215 shares 215 $1.93K <0.01% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 33 shares; 2024Q2: 33 shares; 2024Q3: 33 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 42 shares; 2025Q3: 8 shares 8 $1.91K <0.01% -34 Timeline SAM BOSTON BEER INC More: the full row for BOSTON BEER 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: 1 shares; 2025Q3: 9 shares 9 $1.9K <0.01% +8 Timeline CMDY ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 36 shares; 2024Q2: 36 shares; 2024Q3: 36 shares; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 36 shares 36 $1.89K <0.01% 0 Timeline KLTR KALTURA INC More: the full row for KALTURA 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: 1,240 shares 1,240 $1.79K <0.01% new Timeline EOLS EVOLUS INC More: the full row for EVOLUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 290 shares; 2024Q2: 290 shares; 2024Q3: 290 shares; 2024Q4: 290 shares; 2025Q1: 320 shares; 2025Q2: 290 shares; 2025Q3: 290 shares 290 $1.78K <0.01% 0 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY 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: 9 shares; 2025Q3: 15 shares 15 $1.7K <0.01% +6 Timeline SRI STONERIDGE INC More: the full row for STONERIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 220 shares; 2024Q2: 220 shares; 2024Q3: 220 shares; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 220 shares 220 $1.68K <0.01% 0 Timeline AMPL AMPLITUDE INC More: the full row for AMPLITUDE 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: 35 shares; 2025Q2: not reported; 2025Q3: 155 shares 155 $1.66K <0.01% new Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 8 shares; 2024Q2: 8 shares; 2024Q3: 8 shares; 2024Q4: 9 shares; 2025Q1: 10 shares; 2025Q2: 13 shares; 2025Q3: 8 shares 8 $1.6K <0.01% -5 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD 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: 19 shares; 2025Q3: 100 shares 100 $1.6K <0.01% +81 Timeline EWM 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: 61 shares; 2024Q2: 61 shares; 2024Q3: 61 shares; 2024Q4: 61 shares; 2025Q1: 61 shares; 2025Q2: 61 shares; 2025Q3: 61 shares 61 $1.58K <0.01% 0 Timeline EWZ 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: 51 shares; 2024Q2: 51 shares; 2024Q3: 51 shares; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: 51 shares; 2025Q3: 51 shares 51 $1.58K <0.01% 0 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 30 shares; 2024Q2: 30 shares; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares 30 $1.57K <0.01% 0 Timeline QDEL QUIDELORTHO CORP More: the full row for QUIDELORTHO 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: 53 shares 53 $1.56K <0.01% new Timeline CHW CALAMOS GBL DYN INCOME FUND More: the full row for CALAMOS GBL DYN INCOME FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares 200 $1.51K <0.01% 0 Timeline PRLB PROTO LABS INC More: the full row for PROTO LABS 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: 10 shares; 2025Q2: not reported; 2025Q3: 30 shares 30 $1.5K <0.01% new Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1 shares; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares 2 $1.49K <0.01% 0 Timeline AOSL ALPHA & OMEGA SEMICONDUCTOR More: the full row for ALPHA & OMEGA SEMICONDUCTOR 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: 15 shares; 2025Q2: not reported; 2025Q3: 52 shares 52 $1.45K <0.01% new Timeline BHF BRIGHTHOUSE FINL INC More: the full row for BRIGHTHOUSE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 91 shares; 2024Q2: 91 shares; 2024Q3: 91 shares; 2024Q4: 91 shares; 2025Q1: 27 shares; 2025Q2: 28 shares; 2025Q3: 27 shares 27 $1.43K <0.01% -1 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares 25 $1.35K <0.01% 0 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS 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: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares 50 $1.31K <0.01% 0 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 13 shares; 2025Q3: 6 shares 6 $1.29K <0.01% -7 Timeline HDSN HUDSON TECHNOLOGIES INC More: the full row for HUDSON TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 126 shares; 2024Q2: 126 shares; 2024Q3: 126 shares; 2024Q4: 126 shares; 2025Q1: 126 shares; 2025Q2: 126 shares; 2025Q3: 126 shares 126 $1.25K <0.01% 0 Timeline WYY WIDEPOINT CORP More: the full row for WIDEPOINT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 250 shares; 2024Q2: 250 shares; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares 250 $1.24K <0.01% 0 Timeline XAIX 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29 shares; 2025Q2: 29 shares; 2025Q3: 29 shares 29 $1.2K <0.01% 0 Timeline NCNO NCINO INC More: the full row for NCINO 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: 44 shares 44 $1.19K <0.01% new Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 60 shares; 2024Q2: 60 shares; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 348 shares; 2025Q3: 60 shares 60 $1.16K <0.01% -288 Timeline IGPT 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 21 shares 21 $1.14K <0.01% 0 Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR 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: 315 shares; 2025Q2: not reported; 2025Q3: 133 shares 133 $1.06K <0.01% new 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: 589 shares; 2024Q2: 595 shares; 2024Q3: 504 shares; 2024Q4: 500 shares; 2025Q1: 501 shares; 2025Q2: 511 shares; 2025Q3: 11 shares 11 $1.01K <0.01% -500 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 18 shares; 2024Q2: 18 shares; 2024Q3: 18 shares; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 36 shares 36 $1K <0.01% 0 Timeline ICLN 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: 177 shares; 2024Q2: 63 shares; 2024Q3: 63 shares; 2024Q4: 63 shares; 2025Q1: 63 shares; 2025Q2: 63 shares; 2025Q3: 63 shares 63 $976 <0.01% 0 Timeline APA APA CORPORATION More: the full row for APA CORPORATION 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: 46 shares; 2025Q3: 40 shares 40 $972 <0.01% -6 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares 2 $967 <0.01% 0 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: 4 shares; 2024Q2: 129 shares; 2024Q3: 115 shares; 2024Q4: 115 shares; 2025Q1: 10 shares; 2025Q2: 16 shares; 2025Q3: 4 shares 4 $948 <0.01% -12 Timeline IRBTQ IROBOT CORP More: the full row for IROBOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 250 shares; 2024Q2: 250 shares; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares 250 $898 <0.01% 0 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 355 shares; 2024Q2: 355 shares; 2024Q3: 355 shares; 2024Q4: 355 shares; 2025Q1: 605 shares; 2025Q2: 355 shares; 2025Q3: 355 shares 355 $828 <0.01% 0 Timeline DJT TRUMP MEDIA & TECHNOLOGY GRO More: the full row for TRUMP MEDIA & TECHNOLOGY GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 50 shares; 2024Q2: 50 shares; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares 50 $821 <0.01% 0 Timeline ARTY 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: 18 shares; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 17 shares; 2025Q3: 17 shares 17 $779 <0.01% 0 Timeline NVGS NAVIGATOR HLDGS LTD More: the full row for NAVIGATOR HLDGS LTD 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: 48 shares 48 $744 <0.01% new Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares 10 $649 <0.01% 0 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV 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 shares; 2025Q2: 25 shares; 2025Q3: 13 shares 13 $638 <0.01% -12 Timeline OXY/WS OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 25 shares; 2024Q2: 25 shares; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares 25 $638 <0.01% 0 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares 4 $566 <0.01% 0 Timeline Trinseo PLC Trinseo PLC More: the full row for Trinseo PLC 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: 231 shares; 2025Q2: 231 shares; 2025Q3: 231 shares 231 $543 <0.01% 0 NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 25 shares; 2024Q2: 25 shares; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 64 shares; 2025Q3: 25 shares 25 $506 <0.01% -39 Timeline REZI RESIDEO TECHNOLOGIES INC More: the full row for RESIDEO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 11 shares; 2024Q2: 11 shares; 2024Q3: 11 shares; 2024Q4: 11 shares; 2025Q1: 51 shares; 2025Q2: 12 shares; 2025Q3: 11 shares 11 $469 <0.01% -1 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW 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: 18 shares; 2025Q3: 12 shares 12 $449 <0.01% -6 Timeline NFE NEW FORTRESS ENERGY INC More: the full row for NEW FORTRESS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 175 shares; 2024Q2: 175 shares; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 175 shares 175 $387 <0.01% 0 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP 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: 15 shares; 2025Q2: 15 shares; 2025Q3: 2 shares 2 $346 <0.01% -13 Timeline RXRX RECURSION PHARMACEUTICALS IN More: the full row for RECURSION PHARMACEUTICALS IN 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: 67 shares; 2025Q1: 187 shares; 2025Q2: 67 shares; 2025Q3: 67 shares 67 $327 <0.01% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 290 shares; 2024Q3: 237 shares; 2024Q4: 237 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2 shares 2 $298 <0.01% new Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 160 shares; 2024Q3: 132 shares; 2024Q4: 132 shares; 2025Q1: not reported; 2025Q2: 26 shares; 2025Q3: 4 shares 4 $290 <0.01% -22 Timeline MVIS MICROVISION INC DEL More: the full row for MICROVISION INC 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: not reported; 2025Q2: 210 shares; 2025Q3: 210 shares 210 $261 <0.01% 0 Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 21 shares 21 $246 <0.01% 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: 1 shares; 2024Q2: 1 shares; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 16 shares; 2025Q3: 1 shares 1 $240 <0.01% -15 Timeline BRCC BRC INC More: the full row for BRC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares 100 $156 <0.01% 0 Timeline LAZRQ LUMINAR TECHNOLOGIES INC. COM More: the full row for LUMINAR TECHNOLOGIES INC. COM 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: 61 shares 61 $117 <0.01% new Timeline GTX GARRETT MOTION INC More: the full row for GARRETT MOTION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 7 shares; 2024Q2: 7 shares; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares 7 $89 <0.01% 0 Timeline ASIX ADVANSIX INC More: the full row for ADVANSIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3 shares; 2024Q2: 3 shares; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 18 shares; 2025Q2: 3 shares; 2025Q3: 3 shares 3 $49 <0.01% 0 Timeline SCLX SCILEX HOLDING CO More: the full row for SCILEX HOLDING 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: 2 shares 2 $40 <0.01% new Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 46 shares; 2024Q2: 0 shares; 2024Q3: 0 shares; 2024Q4: 0 shares; 2025Q1: 0 shares; 2025Q2: 3 shares; 2025Q3: 0 shares 0 $1 <0.01% -3 Amount filed as zero, left out of ratios. 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