AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 459,091 shares; 2024Q4: 412,195 shares; 2025Q1: 353,028 shares; 2025Q2: 380,231 shares; 2025Q3: 375,727 shares 375,727 $95.7M 7.11% -4,504 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,903 shares; 2024Q4: 140,920 shares; 2025Q1: 107,336 shares; 2025Q2: 108,774 shares; 2025Q3: 108,065 shares 108,065 $56M 4.16% -709 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,529 shares; 2024Q4: 230,790 shares; 2025Q1: 163,493 shares; 2025Q2: 170,634 shares; 2025Q3: 171,600 shares 171,600 $41.7M 3.1% +966 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,717 shares; 2024Q4: 74,271 shares; 2025Q1: 87,229 shares; 2025Q2: 84,718 shares; 2025Q3: 83,493 shares 83,493 $37.1M 2.76% -1,225 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,197 shares; 2024Q4: 88,032 shares; 2025Q1: 86,871 shares; 2025Q2: 100,954 shares; 2025Q3: 106,580 shares 106,580 $35.2M 2.61% +5,626 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 587,767 shares 587,767 $35.1M 2.61% new Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 437,550 shares; 2024Q4: 436,739 shares; 2025Q1: 511,193 shares; 2025Q2: 520,937 shares; 2025Q3: 493,911 shares 493,911 $33.8M 2.51% -27,026 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,435 shares; 2024Q4: 175,755 shares; 2025Q1: 113,886 shares; 2025Q2: 113,062 shares; 2025Q3: 112,650 shares 112,650 $31.8M 2.36% -412 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,147 shares; 2024Q4: 98,039 shares; 2025Q1: 79,117 shares; 2025Q2: 83,122 shares; 2025Q3: 88,445 shares 88,445 $27.4M 2.04% +5,323 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: restricted; 2024Q2: restricted; 2024Q3: 266,750 shares; 2024Q4: 259,367 shares; 2025Q1: 261,497 shares; 2025Q2: 259,260 shares; 2025Q3: 258,644 shares 258,644 $25.8M 1.92% -616 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,246 shares; 2024Q4: 103,389 shares; 2025Q1: 77,463 shares; 2025Q2: 82,469 shares; 2025Q3: 84,189 shares 84,189 $25.6M 1.9% +1,720 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,593 shares; 2024Q4: 153,400 shares; 2025Q1: 118,842 shares; 2025Q2: 126,997 shares; 2025Q3: 127,892 shares 127,892 $23.7M 1.76% +895 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,473 shares; 2024Q4: 129,686 shares; 2025Q1: 127,378 shares; 2025Q2: 111,624 shares; 2025Q3: 114,598 shares 114,598 $22.3M 1.66% +2,974 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,907 shares; 2024Q4: 165,436 shares; 2025Q1: 108,306 shares; 2025Q2: 116,724 shares; 2025Q3: 116,102 shares 116,102 $21.7M 1.61% -622 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,780 shares; 2024Q4: 31,535 shares; 2025Q1: 30,856 shares; 2025Q2: 30,756 shares; 2025Q3: 31,997 shares 31,997 $21.4M 1.59% +1,241 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 57,190 shares; 2025Q1: 56,390 shares; 2025Q2: 158,943 shares; 2025Q3: 159,434 shares 159,434 $21.3M 1.59% +491 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,109 shares; 2024Q4: 77,895 shares; 2025Q1: 65,498 shares; 2025Q2: 70,333 shares; 2025Q3: 71,741 shares 71,741 $21.1M 1.56% +1,408 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,191 shares; 2024Q4: 23,633 shares; 2025Q1: 27,353 shares; 2025Q2: 30,034 shares; 2025Q3: 27,718 shares 27,718 $20.4M 1.51% -2,316 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,584 shares; 2024Q4: 76,493 shares; 2025Q1: 63,270 shares; 2025Q2: 99,654 shares; 2025Q3: 102,473 shares 102,473 $20.3M 1.51% +2,819 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,253 shares; 2024Q4: 13,252 shares; 2025Q1: 24,247 shares; 2025Q2: 24,497 shares; 2025Q3: 40,111 shares 40,111 $20.2M 1.5% +15,614 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,910 shares; 2024Q4: 70,929 shares; 2025Q1: 51,910 shares; 2025Q2: 53,521 shares; 2025Q3: 53,232 shares 53,232 $19.9M 1.48% -289 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,498 shares; 2024Q4: 89,378 shares; 2025Q1: 66,640 shares; 2025Q2: 83,734 shares; 2025Q3: 87,860 shares 87,860 $19.3M 1.43% +4,126 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,587 shares; 2024Q4: 47,752 shares; 2025Q1: 47,059 shares; 2025Q2: 46,685 shares; 2025Q3: 55,048 shares 55,048 $17.4M 1.29% +8,363 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,131 shares; 2025Q1: 180,291 shares; 2025Q2: 251,067 shares; 2025Q3: 273,946 shares 273,946 $16.2M 1.21% +22,879 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,809 shares; 2024Q4: 156,854 shares; 2025Q1: 128,407 shares; 2025Q2: 136,267 shares; 2025Q3: 138,430 shares 138,430 $15.6M 1.16% +2,163 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,863 shares; 2024Q4: 120,258 shares; 2025Q1: 91,399 shares; 2025Q2: 97,851 shares; 2025Q3: 99,145 shares 99,145 $15.2M 1.13% +1,294 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: restricted; 2024Q2: restricted; 2024Q3: 238,828 shares; 2024Q4: 243,168 shares; 2025Q1: 247,315 shares; 2025Q2: 198,945 shares; 2025Q3: 204,746 shares 204,746 $14.9M 1.11% +5,801 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 243,522 shares; 2024Q4: 245,650 shares; 2025Q1: 197,650 shares; 2025Q2: 208,302 shares; 2025Q3: 209,145 shares 209,145 $13.9M 1.03% +843 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: restricted; 2024Q2: restricted; 2024Q3: 185,777 shares; 2024Q4: 189,310 shares; 2025Q1: 181,830 shares; 2025Q2: 182,830 shares; 2025Q3: 183,090 shares 183,090 $13.1M 0.97% +260 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,591 shares; 2024Q4: 89,357 shares; 2025Q1: 87,000 shares; 2025Q2: 87,413 shares; 2025Q3: 87,848 shares 87,848 $12.8M 0.95% +435 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,107 shares; 2024Q4: 11,968 shares; 2025Q1: 12,412 shares; 2025Q2: 14,466 shares; 2025Q3: 13,685 shares 13,685 $12.7M 0.94% -781 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: restricted; 2024Q2: restricted; 2024Q3: 347,439 shares; 2024Q4: 353,571 shares; 2025Q1: 250,215 shares; 2025Q2: 274,636 shares; 2025Q3: 274,622 shares 274,622 $12.4M 0.92% -14 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,671 shares; 2024Q4: 18,884 shares; 2025Q1: 18,465 shares; 2025Q2: 18,277 shares; 2025Q3: 17,935 shares 17,935 $11.9M 0.89% -342 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,873 shares; 2024Q4: 152,954 shares; 2025Q1: 199,473 shares; 2025Q2: 214,295 shares; 2025Q3: 224,336 shares 224,336 $11.9M 0.89% +10,041 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,614 shares; 2024Q4: 114,205 shares; 2025Q1: 111,723 shares; 2025Q2: 113,525 shares; 2025Q3: 113,167 shares 113,167 $11.3M 0.84% -358 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,035 shares; 2024Q4: 125,676 shares; 2025Q1: 93,510 shares; 2025Q2: 93,560 shares; 2025Q3: 94,903 shares 94,903 $10.9M 0.81% +1,343 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,240 shares; 2024Q4: 61,415 shares; 2025Q1: 61,404 shares; 2025Q2: 62,044 shares; 2025Q3: 62,473 shares 62,473 $10.4M 0.77% +429 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: restricted; 2024Q2: restricted; 2024Q3: 172,403 shares; 2024Q4: 176,805 shares; 2025Q1: 157,709 shares; 2025Q2: 161,618 shares; 2025Q3: 166,230 shares 166,230 $10.4M 0.77% +4,612 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,400 shares; 2024Q4: 169,374 shares; 2025Q1: 42,778 shares; 2025Q2: 43,994 shares; 2025Q3: 44,552 shares 44,552 $10.3M 0.77% +558 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,668 shares; 2024Q4: 149,386 shares; 2025Q1: 145,156 shares; 2025Q2: 146,794 shares; 2025Q3: 151,776 shares 151,776 $10.3M 0.77% +4,982 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,320 shares; 2024Q4: 35,940 shares; 2025Q1: 32,252 shares; 2025Q2: 35,748 shares; 2025Q3: 35,951 shares 35,951 $10.1M 0.75% +203 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,392 shares; 2024Q4: 146,067 shares; 2025Q1: 163,333 shares; 2025Q2: 170,551 shares; 2025Q3: 180,965 shares 180,965 $9.16M 0.68% +10,414 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,668 shares; 2024Q4: 90,011 shares; 2025Q1: 89,716 shares; 2025Q2: 91,573 shares; 2025Q3: 95,305 shares 95,305 $9.07M 0.67% +3,732 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,070 shares; 2024Q4: 31,428 shares; 2025Q1: 30,327 shares; 2025Q2: 26,590 shares; 2025Q3: 25,382 shares 25,382 $9.02M 0.67% -1,208 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 827 shares; 2024Q4: 861 shares; 2025Q1: 27,464 shares; 2025Q2: 31,760 shares; 2025Q3: 33,359 shares 33,359 $8.7M 0.65% +1,599 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,977 shares; 2024Q4: 70,992 shares; 2025Q1: 70,349 shares; 2025Q2: 71,510 shares; 2025Q3: 73,823 shares 73,823 $8.41M 0.62% +2,313 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,620 shares; 2024Q4: 8,904 shares; 2025Q1: 9,015 shares; 2025Q2: 12,474 shares; 2025Q3: 154,138 shares 154,138 $7.95M 0.59% +141,664 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,612 shares; 2024Q4: 21,675 shares; 2025Q1: 21,013 shares; 2025Q2: 22,347 shares; 2025Q3: 23,612 shares 23,612 $7.86M 0.58% +1,265 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,005 shares; 2024Q4: 77,207 shares; 2025Q1: 32,206 shares; 2025Q2: 48,655 shares; 2025Q3: 54,151 shares 54,151 $7.83M 0.58% +5,496 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,438 shares; 2024Q4: 85,278 shares; 2025Q1: 84,201 shares; 2025Q2: 79,622 shares; 2025Q3: 78,572 shares 78,572 $7.05M 0.52% -1,050 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 9 shares 9 $6.79M 0.5% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 650,991 shares; 2024Q4: 35,995 shares; 2025Q1: 22,250 shares; 2025Q2: 225,322 shares; 2025Q3: 228,020 shares 228,020 $6.46M 0.48% +2,698 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,606 shares; 2024Q4: 20,857 shares; 2025Q1: 10,712 shares; 2025Q2: 12,301 shares; 2025Q3: 12,499 shares 12,499 $6.23M 0.46% +198 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,992 shares; 2024Q4: 13,842 shares; 2025Q1: 13,842 shares; 2025Q2: 61,899 shares; 2025Q3: 60,754 shares 60,754 $6.16M 0.46% -1,145 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,113 shares; 2024Q4: 53,150 shares; 2025Q1: 21,886 shares; 2025Q2: 22,217 shares; 2025Q3: 17,194 shares 17,194 $5.87M 0.44% -5,023 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 956 shares; 2024Q4: 956 shares; 2025Q1: 1,242 shares; 2025Q2: 15,642 shares; 2025Q3: 15,412 shares 15,412 $5.7M 0.42% -230 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,106 shares; 2024Q4: 96,537 shares; 2025Q1: 96,645 shares; 2025Q2: 69,667 shares; 2025Q3: 65,945 shares 65,945 $5.47M 0.41% -3,722 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,897 shares; 2024Q4: 77,342 shares; 2025Q1: 74,818 shares; 2025Q2: 77,221 shares; 2025Q3: 80,675 shares 80,675 $5.45M 0.4% +3,454 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 47,265 shares; 2025Q2: 48,138 shares; 2025Q3: 49,727 shares 49,727 $5.12M 0.38% +1,589 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,007 shares; 2024Q4: 30,005 shares; 2025Q1: 30,118 shares; 2025Q2: 30,061 shares; 2025Q3: 30,016 shares 30,016 $5.02M 0.37% -45 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,435 shares; 2024Q4: 14,264 shares; 2025Q1: 14,435 shares; 2025Q2: 13,828 shares; 2025Q3: 13,778 shares 13,778 $4.86M 0.36% -50 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,533 shares; 2024Q4: 34,661 shares; 2025Q1: 37,369 shares; 2025Q2: 41,978 shares; 2025Q3: 50,616 shares 50,616 $4.82M 0.36% +8,638 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,802 shares; 2025Q1: 33,830 shares; 2025Q2: 33,872 shares; 2025Q3: 32,344 shares 32,344 $4.71M 0.35% -1,528 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,438 shares; 2024Q4: 32,988 shares; 2025Q1: 33,000 shares; 2025Q2: 33,905 shares; 2025Q3: 33,862 shares 33,862 $4.56M 0.34% -43 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: restricted; 2024Q2: restricted; 2024Q3: 83,882 shares; 2024Q4: 89,725 shares; 2025Q1: 88,646 shares; 2025Q2: 91,252 shares; 2025Q3: 81,681 shares 81,681 $4.42M 0.33% -9,571 Timeline NEAR 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: restricted; 2024Q2: restricted; 2024Q3: 62,104 shares; 2024Q4: 74,605 shares; 2025Q1: 79,777 shares; 2025Q2: 81,436 shares; 2025Q3: 84,675 shares 84,675 $4.34M 0.32% +3,239 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,997 shares; 2024Q4: 47,378 shares; 2025Q1: 19,874 shares; 2025Q2: 20,504 shares; 2025Q3: 20,005 shares 20,005 $4.21M 0.31% -499 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,402 shares; 2024Q4: 12,357 shares; 2025Q1: 12,336 shares; 2025Q2: 12,336 shares; 2025Q3: 12,336 shares 12,336 $4.21M 0.31% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,897 shares; 2024Q4: 22,281 shares; 2025Q1: 5,750 shares; 2025Q2: 5,571 shares; 2025Q3: 12,119 shares 12,119 $4.18M 0.31% +6,548 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,901 shares; 2024Q4: 72,257 shares; 2025Q1: 72,190 shares; 2025Q2: 72,270 shares; 2025Q3: 71,970 shares 71,970 $3.99M 0.3% -300 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,287 shares; 2024Q4: 26,191 shares; 2025Q1: 24,385 shares; 2025Q2: 23,785 shares; 2025Q3: 23,644 shares 23,644 $3.67M 0.27% -141 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,040 shares; 2024Q4: 6,927 shares; 2025Q1: 5,944 shares; 2025Q2: 7,540 shares; 2025Q3: 25,283 shares 25,283 $3.55M 0.26% +17,743 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,569 shares; 2024Q4: 22,206 shares; 2025Q1: 25,046 shares; 2025Q2: 27,592 shares; 2025Q3: 33,211 shares 33,211 $3.42M 0.25% +5,619 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 71,412 shares; 2025Q2: 73,228 shares; 2025Q3: 77,279 shares 77,279 $3.4M 0.25% +4,051 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,363 shares; 2024Q4: 123,764 shares; 2025Q1: 98,770 shares; 2025Q2: 14,021 shares; 2025Q3: 12,026 shares 12,026 $3.38M 0.25% -1,995 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,640 shares; 2024Q4: 4,475 shares; 2025Q1: 4,465 shares; 2025Q2: 4,293 shares; 2025Q3: 4,307 shares 4,307 $3.33M 0.25% +14 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,000 shares; 2024Q4: 93,000 shares; 2025Q1: 93,000 shares; 2025Q2: 93,000 shares; 2025Q3: 93,000 shares 93,000 $3.3M 0.25% 0 Timeline DAPP VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 147,952 shares 147,952 $3.22M 0.24% new Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,396 shares; 2024Q4: 29,611 shares; 2025Q1: 27,916 shares; 2025Q2: 24,657 shares; 2025Q3: 23,731 shares 23,731 $3.14M 0.23% -926 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,817 shares; 2024Q4: 15,987 shares; 2025Q1: 16,502 shares; 2025Q2: 17,639 shares; 2025Q3: 16,475 shares 16,475 $3.13M 0.23% -1,164 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,422 shares; 2024Q4: 23,568 shares; 2025Q1: 21,472 shares; 2025Q2: 21,239 shares; 2025Q3: 21,428 shares 21,428 $2.99M 0.22% +189 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,042 shares; 2024Q4: 4,055 shares; 2025Q1: 4,263 shares; 2025Q2: 4,068 shares; 2025Q3: 4,910 shares 4,910 $2.95M 0.22% +842 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,856 shares; 2024Q4: 15,792 shares; 2025Q1: 11,689 shares; 2025Q2: 11,834 shares; 2025Q3: 12,159 shares 12,159 $2.86M 0.21% +325 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,387 shares; 2024Q4: 54,331 shares; 2025Q1: 11,273 shares; 2025Q2: 11,204 shares; 2025Q3: 10,828 shares 10,828 $2.78M 0.21% -376 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,000 shares; 2024Q4: 34,132 shares; 2025Q1: 34,000 shares; 2025Q2: 34,039 shares; 2025Q3: 34,024 shares 34,024 $2.65M 0.2% -15 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,670 shares; 2024Q4: 11,120 shares; 2025Q1: 6,186 shares; 2025Q2: 6,209 shares; 2025Q3: 6,351 shares 6,351 $2.57M 0.19% +142 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,772 shares; 2024Q4: 15,096 shares; 2025Q1: 12,304 shares; 2025Q2: 12,256 shares; 2025Q3: 11,852 shares 11,852 $2.56M 0.19% -404 Timeline HLNE HAMILTON LANE INC More: the full row for HAMILTON LANE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,486 shares; 2024Q4: 8,280 shares; 2025Q1: 7,868 shares; 2025Q2: 19,243 shares; 2025Q3: 18,663 shares 18,663 $2.52M 0.19% -580 Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,007 shares; 2024Q4: 20,978 shares; 2025Q1: 19,640 shares; 2025Q2: 16,875 shares; 2025Q3: 16,504 shares 16,504 $2.46M 0.18% -371 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,799 shares; 2024Q4: 14,303 shares; 2025Q1: 16,478 shares; 2025Q2: 16,536 shares; 2025Q3: 17,634 shares 17,634 $2.45M 0.18% +1,098 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,666 shares; 2025Q3: 23,332 shares 23,332 $2.41M 0.18% +1,666 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,229 shares; 2024Q4: 35,218 shares; 2025Q1: 33,935 shares; 2025Q2: 22,200 shares; 2025Q3: 32,057 shares 32,057 $2.35M 0.17% +9,857 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,390 shares; 2024Q4: 36,625 shares; 2025Q1: 17,416 shares; 2025Q2: 17,571 shares; 2025Q3: 17,377 shares 17,377 $2.33M 0.17% -194 Timeline SPSC SPS COMM INC More: the full row for SPS COMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,691 shares; 2024Q4: 11,773 shares; 2025Q1: 11,357 shares; 2025Q2: 10,858 shares; 2025Q3: 22,181 shares 22,181 $2.31M 0.17% +11,323 Timeline MMSI MERIT MED SYS INC More: the full row for MERIT MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,800 shares; 2025Q1: 14,354 shares; 2025Q2: 12,787 shares; 2025Q3: 27,538 shares 27,538 $2.29M 0.17% +14,751 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,339 shares; 2024Q4: 35,352 shares; 2025Q1: 36,172 shares; 2025Q2: 38,526 shares; 2025Q3: 39,745 shares 39,745 $2.27M 0.17% +1,219 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,393 shares; 2024Q4: 30,003 shares; 2025Q1: 23,605 shares; 2025Q2: 24,152 shares; 2025Q3: 23,831 shares 23,831 $2.27M 0.17% -321 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,286 shares; 2024Q4: 10,609 shares; 2025Q1: 10,006 shares; 2025Q2: 8,958 shares; 2025Q3: 8,619 shares 8,619 $2.25M 0.17% -339 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,572 shares; 2024Q4: 13,517 shares; 2025Q1: 13,267 shares; 2025Q2: 13,184 shares; 2025Q3: 13,124 shares 13,124 $2.21M 0.16% -60 Timeline ADUS ADDUS HOMECARE CORP More: the full row for ADDUS HOMECARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,432 shares; 2024Q4: 22,174 shares; 2025Q1: 21,428 shares; 2025Q2: 19,176 shares; 2025Q3: 18,554 shares 18,554 $2.19M 0.16% -622 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,373 shares; 2024Q4: 81,823 shares; 2025Q1: 80,923 shares; 2025Q2: 71,057 shares; 2025Q3: 63,677 shares 63,677 $2.18M 0.16% -7,380 Timeline QYLD 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: restricted; 2024Q2: restricted; 2024Q3: 28,047 shares; 2024Q4: 45,872 shares; 2025Q1: 55,818 shares; 2025Q2: 116,783 shares; 2025Q3: 126,694 shares 126,694 $2.16M 0.16% +9,911 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,331 shares; 2025Q1: 38,553 shares; 2025Q2: 36,407 shares; 2025Q3: 40,597 shares 40,597 $2.06M 0.15% +4,190 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,476 shares; 2024Q4: 13,696 shares; 2025Q1: 10,518 shares; 2025Q2: 10,456 shares; 2025Q3: 8,415 shares 8,415 $2.05M 0.15% -2,041 Timeline PRGS PROGRESS SOFTWARE CORP More: the full row for PROGRESS SOFTWARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,521 shares; 2024Q4: 53,355 shares; 2025Q1: 50,768 shares; 2025Q2: 44,987 shares; 2025Q3: 44,496 shares 44,496 $1.95M 0.15% -491 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,899 shares 50,899 $1.95M 0.14% new Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,601 shares; 2025Q1: 10,972 shares; 2025Q2: 9,668 shares; 2025Q3: 5,698 shares 5,698 $1.94M 0.14% -3,970 Timeline ROCK GIBRALTAR INDS INC More: the full row for GIBRALTAR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,450 shares; 2024Q4: 34,659 shares; 2025Q1: 34,454 shares; 2025Q2: 31,440 shares; 2025Q3: 30,464 shares 30,464 $1.91M 0.14% -976 Timeline CRBN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,354 shares; 2024Q4: 8,656 shares; 2025Q1: 9,857 shares; 2025Q2: 8,916 shares; 2025Q3: 8,414 shares 8,414 $1.91M 0.14% -502 Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,345 shares; 2024Q4: 28,656 shares; 2025Q1: 27,014 shares; 2025Q2: 23,325 shares; 2025Q3: 22,404 shares 22,404 $1.9M 0.14% -921 Timeline IPAR INTERPARFUMS INC More: the full row for INTERPARFUMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,829 shares; 2024Q4: 18,928 shares; 2025Q1: 18,528 shares; 2025Q2: 16,333 shares; 2025Q3: 18,611 shares 18,611 $1.83M 0.14% +2,278 Timeline SMPL SIMPLY GOOD FOODS CO More: the full row for SIMPLY GOOD FOODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,556 shares; 2024Q4: 36,364 shares; 2025Q1: 36,886 shares; 2025Q2: 31,911 shares; 2025Q3: 72,962 shares 72,962 $1.81M 0.13% +41,051 Timeline JJSF J & J SNACK FOODS CORP More: the full row for J & J SNACK FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,608 shares; 2024Q4: 8,221 shares; 2025Q1: 7,974 shares; 2025Q2: 19,273 shares; 2025Q3: 18,651 shares 18,651 $1.79M 0.13% -622 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,324 shares; 2024Q4: 16,324 shares; 2025Q1: 16,354 shares; 2025Q2: 16,366 shares; 2025Q3: 16,366 shares 16,366 $1.78M 0.13% 0 Timeline LMAT LEMAITRE VASCULAR INC More: the full row for LEMAITRE VASCULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,758 shares; 2024Q4: 24,334 shares; 2025Q1: 23,364 shares; 2025Q2: 20,890 shares; 2025Q3: 20,150 shares 20,150 $1.76M 0.13% -740 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,869 shares; 2024Q4: 30,869 shares; 2025Q1: 30,869 shares; 2025Q2: 30,769 shares; 2025Q3: 30,769 shares 30,769 $1.76M 0.13% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,201 shares; 2024Q4: 12,201 shares; 2025Q1: 12,201 shares; 2025Q2: 12,209 shares; 2025Q3: 11,808 shares 11,808 $1.74M 0.13% -401 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,989 shares; 2024Q4: 4,883 shares; 2025Q1: 5,611 shares; 2025Q2: 5,361 shares; 2025Q3: 5,410 shares 5,410 $1.67M 0.12% +49 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,956 shares; 2024Q4: 19,744 shares; 2025Q1: 16,263 shares; 2025Q2: 16,273 shares; 2025Q3: 14,655 shares 14,655 $1.63M 0.12% -1,618 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,753 shares; 2024Q4: 29,053 shares; 2025Q1: 27,275 shares; 2025Q2: 27,174 shares; 2025Q3: 27,232 shares 27,232 $1.63M 0.12% +58 Timeline DGII DIGI INTL INC More: the full row for DIGI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,734 shares; 2024Q4: 52,827 shares; 2025Q1: 50,846 shares; 2025Q2: 45,042 shares; 2025Q3: 43,574 shares 43,574 $1.59M 0.12% -1,468 Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50,698 shares; 2025Q1: 48,667 shares; 2025Q2: 43,145 shares; 2025Q3: 46,654 shares 46,654 $1.56M 0.12% +3,509 Timeline CASH PATHWARD FINANCIAL INC More: the full row for PATHWARD FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,500 shares; 2025Q2: 21,629 shares; 2025Q3: 20,965 shares 20,965 $1.55M 0.12% -664 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10 shares; 2025Q1: 9,539 shares; 2025Q2: 8,429 shares; 2025Q3: 8,081 shares 8,081 $1.49M 0.11% -348 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,498 shares; 2025Q1: 2,321 shares; 2025Q2: 4,479 shares; 2025Q3: 4,315 shares 4,315 $1.49M 0.11% -164 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,217 shares; 2024Q4: 2,344 shares; 2025Q1: 2,353 shares; 2025Q2: 2,288 shares; 2025Q3: 1,900 shares 1,900 $1.45M 0.11% -388 Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 64,471 shares; 2025Q1: 64,990 shares; 2025Q2: 57,764 shares; 2025Q3: 56,066 shares 56,066 $1.43M 0.11% -1,698 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,691 shares; 2024Q4: 6,098 shares; 2025Q1: 8,884 shares; 2025Q2: 6,005 shares; 2025Q3: 5,858 shares 5,858 $1.42M 0.11% -147 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 751 shares; 2024Q4: 646 shares; 2025Q1: 574 shares; 2025Q2: 883 shares; 2025Q3: 1,182 shares 1,182 $1.42M 0.11% +299 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,867 shares; 2024Q4: 23,626 shares; 2025Q1: 22,650 shares; 2025Q2: 12,249 shares; 2025Q3: 11,855 shares 11,855 $1.41M 0.1% -394 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,747 shares; 2024Q4: 2,747 shares; 2025Q1: 2,781 shares; 2025Q2: 2,621 shares; 2025Q3: 3,319 shares 3,319 $1.4M 0.1% +698 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,104 shares; 2024Q4: 6,959 shares; 2025Q1: 8,330 shares; 2025Q2: 8,428 shares; 2025Q3: 8,501 shares 8,501 $1.4M 0.1% +73 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,986 shares; 2025Q3: 16,590 shares 16,590 $1.38M 0.1% -396 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,860 shares; 2024Q4: 67,322 shares; 2025Q1: 14,986 shares; 2025Q2: 15,640 shares; 2025Q3: 15,332 shares 15,332 $1.37M 0.1% -308 Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,379 shares; 2024Q4: 18,197 shares; 2025Q1: 17,584 shares; 2025Q2: 15,692 shares; 2025Q3: 7,447 shares 7,447 $1.36M 0.1% -8,245 Timeline GOLF ACUSHNET HLDGS CORP More: the full row for ACUSHNET HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,618 shares; 2024Q4: 21,253 shares; 2025Q1: 20,283 shares; 2025Q2: 17,838 shares; 2025Q3: 17,259 shares 17,259 $1.35M 0.1% -579 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,149 shares; 2024Q4: 41,955 shares; 2025Q1: 15,554 shares; 2025Q2: 15,651 shares; 2025Q3: 15,914 shares 15,914 $1.35M 0.1% +263 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,643 shares; 2024Q4: 21,643 shares; 2025Q1: 21,643 shares; 2025Q2: 21,643 shares; 2025Q3: 21,643 shares 21,643 $1.31M 0.1% 0 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,422 shares; 2024Q4: 24,919 shares; 2025Q1: 25,958 shares; 2025Q2: 26,872 shares; 2025Q3: 30,612 shares 30,612 $1.31M 0.1% +3,740 Timeline SXI STANDEX INTL CORP More: the full row for STANDEX INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,436 shares; 2025Q1: 7,252 shares; 2025Q2: 6,087 shares; 2025Q3: 5,868 shares 5,868 $1.24M 0.09% -219 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,988 shares; 2024Q4: 37,788 shares; 2025Q1: 33,325 shares; 2025Q2: 26,612 shares; 2025Q3: 29,193 shares 29,193 $1.24M 0.09% +2,581 Timeline PBH PRESTIGE CONSMR HEALTHCARE I More: the full row for PRESTIGE CONSMR HEALTHCARE I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,855 shares; 2025Q3: 19,567 shares 19,567 $1.22M 0.09% +5,712 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,968 shares; 2024Q4: 11,770 shares; 2025Q1: 11,483 shares; 2025Q2: 11,625 shares; 2025Q3: 4,231 shares 4,231 $1.19M 0.09% -7,394 Timeline BRC BRADY CORP More: the full row for BRADY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,291 shares; 2025Q1: 17,704 shares; 2025Q2: 15,699 shares; 2025Q3: 15,206 shares 15,206 $1.19M 0.09% -493 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,480 shares; 2024Q4: 1,622 shares; 2025Q1: 1,632 shares; 2025Q2: 1,822 shares; 2025Q3: 1,933 shares 1,933 $1.18M 0.09% +111 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,878 shares; 2024Q4: 2,453 shares; 2025Q1: 2,532 shares; 2025Q2: 2,449 shares; 2025Q3: 2,334 shares 2,334 $1.17M 0.09% -115 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,997 shares; 2024Q4: 11,997 shares; 2025Q1: 10,897 shares; 2025Q2: 10,385 shares; 2025Q3: 9,458 shares 9,458 $1.15M 0.09% -927 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,288 shares; 2025Q1: 3,291 shares; 2025Q2: 3,305 shares; 2025Q3: 3,296 shares 3,296 $1.14M 0.08% -9 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: restricted; 2024Q2: restricted; 2024Q3: 7,500 shares; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares; 2025Q2: 7,508 shares; 2025Q3: 7,508 shares 7,508 $1.14M 0.08% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,958 shares; 2024Q4: 15,422 shares; 2025Q1: 15,327 shares; 2025Q2: 18,460 shares; 2025Q3: 18,740 shares 18,740 $1.14M 0.08% +280 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,608 shares; 2024Q4: 48,678 shares; 2025Q1: 16,111 shares; 2025Q2: 15,702 shares; 2025Q3: 13,463 shares 13,463 $1.13M 0.08% -2,239 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: restricted; 2024Q2: restricted; 2024Q3: 6,395 shares; 2024Q4: 6,795 shares; 2025Q1: 5,325 shares; 2025Q2: 5,405 shares; 2025Q3: 5,255 shares 5,255 $1.13M 0.08% -150 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,154 shares; 2024Q4: 6,317 shares; 2025Q1: 6,204 shares; 2025Q2: 6,174 shares; 2025Q3: 6,787 shares 6,787 $1.1M 0.08% +613 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,762 shares; 2024Q4: 24,762 shares; 2025Q1: 24,762 shares; 2025Q2: 24,762 shares; 2025Q3: 24,762 shares 24,762 $1.09M 0.08% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,706 shares; 2024Q4: 7,713 shares; 2025Q1: 7,720 shares; 2025Q2: 7,746 shares; 2025Q3: 7,814 shares 7,814 $1.06M 0.08% +68 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,900 shares; 2024Q4: 5,900 shares; 2025Q1: 5,900 shares; 2025Q2: 5,900 shares; 2025Q3: 5,900 shares 5,900 $1.05M 0.08% 0 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,703 shares; 2024Q4: 21,933 shares; 2025Q1: 21,947 shares; 2025Q2: 21,839 shares; 2025Q3: 21,861 shares 21,861 $1.05M 0.08% +22 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,266 shares; 2024Q4: 1,222 shares; 2025Q1: 1,524 shares; 2025Q2: 1,524 shares; 2025Q3: 2,167 shares 2,167 $1.04M 0.08% +643 Timeline BWIN THE BALDWIN INSURANCE GRP IN More: the full row for THE BALDWIN INSURANCE GRP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,753 shares; 2024Q4: 53,881 shares; 2025Q1: 52,854 shares; 2025Q2: 37,579 shares; 2025Q3: 36,719 shares 36,719 $1.04M 0.08% -860 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,110 shares; 2024Q4: 23,610 shares; 2025Q1: 20,410 shares; 2025Q2: 22,510 shares; 2025Q3: 22,510 shares 22,510 $1M 0.07% 0 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: restricted; 2024Q2: restricted; 2024Q3: 19,046 shares; 2024Q4: 19,508 shares; 2025Q1: 946 shares; 2025Q2: 2,266 shares; 2025Q3: 2,192 shares 2,192 $1M 0.07% -74 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,505 shares; 2024Q4: 9,150 shares; 2025Q1: 17,519 shares; 2025Q2: 15,541 shares; 2025Q3: 15,160 shares 15,160 $989K 0.07% -381 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,711 shares; 2024Q4: 17,200 shares; 2025Q1: 18,018 shares; 2025Q2: 18,489 shares; 2025Q3: 18,864 shares 18,864 $985K 0.07% +375 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,453 shares; 2025Q1: 22,159 shares; 2025Q2: 24,024 shares; 2025Q3: 24,995 shares 24,995 $979K 0.07% +971 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,619 shares; 2024Q4: 21,873 shares; 2025Q1: 22,716 shares; 2025Q2: 22,367 shares; 2025Q3: 22,076 shares 22,076 $959K 0.07% -291 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,222 shares; 2025Q1: 4,616 shares; 2025Q2: 6,016 shares; 2025Q3: 7,016 shares 7,016 $927K 0.07% +1,000 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: restricted; 2024Q2: restricted; 2024Q3: 12,132 shares; 2024Q4: 11,931 shares; 2025Q1: 8,561 shares; 2025Q2: 8,319 shares; 2025Q3: 8,323 shares 8,323 $924K 0.07% +4 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,509 shares; 2024Q4: 5,859 shares; 2025Q1: 9,875 shares; 2025Q2: 10,045 shares; 2025Q3: 10,006 shares 10,006 $900K 0.07% -39 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 900 shares; 2025Q1: 1,387 shares; 2025Q2: 2,628 shares; 2025Q3: 2,778 shares 2,778 $895K 0.07% +150 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,666 shares; 2024Q4: 2,563 shares; 2025Q1: 2,571 shares; 2025Q2: 2,606 shares; 2025Q3: 2,719 shares 2,719 $892K 0.07% +113 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,835 shares; 2024Q4: 7,834 shares; 2025Q1: 7,834 shares; 2025Q2: 7,802 shares; 2025Q3: 7,084 shares 7,084 $867K 0.06% -718 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,977 shares; 2024Q4: 22,615 shares; 2025Q1: 12,086 shares; 2025Q2: 10,648 shares; 2025Q3: 9,426 shares 9,426 $865K 0.06% -1,222 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,576 shares; 2024Q4: 1,634 shares; 2025Q1: 1,449 shares; 2025Q2: 1,864 shares; 2025Q3: 1,811 shares 1,811 $864K 0.06% -53 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,595 shares; 2024Q4: 3,595 shares; 2025Q1: 3,096 shares; 2025Q2: 3,075 shares; 2025Q3: 3,076 shares 3,076 $859K 0.06% +1 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,267 shares; 2025Q1: 9,662 shares; 2025Q2: 8,716 shares; 2025Q3: 8,455 shares 8,455 $855K 0.06% -261 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,897 shares; 2024Q4: 3,897 shares; 2025Q1: 3,703 shares; 2025Q2: 3,772 shares; 2025Q3: 3,859 shares 3,859 $852K 0.06% +87 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 737 shares; 2024Q4: 720 shares; 2025Q1: 681 shares; 2025Q2: 681 shares; 2025Q3: 678 shares 678 $837K 0.06% -3 IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,507 shares; 2024Q4: 7,292 shares; 2025Q1: 6,913 shares; 2025Q2: 7,334 shares; 2025Q3: 6,915 shares 6,915 $835K 0.06% -419 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,500 shares; 2024Q4: 5,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,700 shares; 2025Q3: 6,000 shares 6,000 $829K 0.06% -2,700 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,694 shares; 2024Q4: 47,316 shares; 2025Q1: 40,458 shares; 2025Q2: 35,802 shares; 2025Q3: 35,745 shares 35,745 $826K 0.06% -57 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,258 shares; 2025Q1: 3,023 shares; 2025Q2: 3,819 shares; 2025Q3: 6,519 shares 6,519 $822K 0.06% +2,700 Timeline ROUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,578 shares; 2025Q2: 12,822 shares; 2025Q3: 14,243 shares 14,243 $819K 0.06% +1,421 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,986 shares; 2024Q4: 1,764 shares; 2025Q1: 1,455 shares; 2025Q2: 1,526 shares; 2025Q3: 1,323 shares 1,323 $814K 0.06% -203 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,308 shares; 2024Q4: 34,308 shares; 2025Q1: 34,308 shares; 2025Q2: 34,308 shares; 2025Q3: 34,308 shares 34,308 $808K 0.06% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,205 shares; 2024Q4: 8,223 shares; 2025Q1: 8,357 shares; 2025Q2: 8,448 shares; 2025Q3: 8,156 shares 8,156 $772K 0.06% -292 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,311 shares; 2024Q4: 4,171 shares; 2025Q1: 3,747 shares; 2025Q2: 3,721 shares; 2025Q3: 3,729 shares 3,729 $749K 0.06% +8 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,309 shares; 2024Q4: 14,309 shares; 2025Q1: 14,309 shares; 2025Q2: 13,309 shares; 2025Q3: 12,859 shares 12,859 $737K 0.05% -450 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,432 shares; 2024Q4: 7,698 shares; 2025Q1: 5,873 shares; 2025Q2: 6,043 shares; 2025Q3: 7,517 shares 7,517 $736K 0.05% +1,474 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,163 shares; 2024Q4: 1,167 shares; 2025Q1: 1,172 shares; 2025Q2: 1,165 shares; 2025Q3: 1,047 shares 1,047 $715K 0.05% -118 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,100 shares; 2024Q4: 32,300 shares; 2025Q1: 27,450 shares; 2025Q2: 30,950 shares; 2025Q3: 31,010 shares 31,010 $701K 0.05% +60 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,844 shares; 2024Q4: 3,844 shares; 2025Q1: 3,852 shares; 2025Q2: 3,861 shares; 2025Q3: 3,861 shares 3,861 $688K 0.05% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,498 shares; 2024Q4: 1,688 shares; 2025Q1: 1,393 shares; 2025Q2: 1,280 shares; 2025Q3: 1,393 shares 1,393 $683K 0.05% +113 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,748 shares; 2024Q4: 17,248 shares; 2025Q1: 14,935 shares; 2025Q2: 14,285 shares; 2025Q3: 13,985 shares 13,985 $676K 0.05% -300 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,170 shares; 2024Q4: 5,020 shares; 2025Q1: 4,939 shares; 2025Q2: 4,938 shares; 2025Q3: 4,779 shares 4,779 $674K 0.05% -159 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,315 shares; 2024Q4: 14,432 shares; 2025Q1: 13,367 shares; 2025Q2: 14,067 shares; 2025Q3: 19,940 shares 19,940 $669K 0.05% +5,873 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,939 shares; 2024Q4: 26,926 shares; 2025Q1: 2,601 shares; 2025Q2: 2,046 shares; 2025Q3: 2,102 shares 2,102 $657K 0.05% +56 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,718 shares; 2024Q4: 16,718 shares; 2025Q1: 12,418 shares; 2025Q2: 12,418 shares; 2025Q3: 12,168 shares 12,168 $655K 0.05% -250 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,436 shares; 2024Q4: 3,450 shares; 2025Q1: 3,341 shares; 2025Q2: 3,997 shares; 2025Q3: 4,088 shares 4,088 $650K 0.05% +91 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,502 shares; 2025Q1: 9,501 shares; 2025Q2: 8,001 shares; 2025Q3: 2,001 shares 2,001 $647K 0.05% -6,000 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,770 shares; 2024Q4: 6,770 shares; 2025Q1: 6,771 shares; 2025Q2: 6,849 shares; 2025Q3: 6,811 shares 6,811 $645K 0.05% -38 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,785 shares; 2025Q1: 6,648 shares; 2025Q2: 5,667 shares; 2025Q3: 3,497 shares 3,497 $638K 0.05% -2,170 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: restricted; 2024Q2: restricted; 2024Q3: 3,584 shares; 2024Q4: 3,584 shares; 2025Q1: 3,556 shares; 2025Q2: 3,793 shares; 2025Q3: 3,920 shares 3,920 $636K 0.05% +127 Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,226 shares; 2024Q4: 50,950 shares; 2025Q1: 50,950 shares; 2025Q2: 51,950 shares; 2025Q3: 55,250 shares 55,250 $635K 0.05% +3,300 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,734 shares; 2024Q4: 15,024 shares; 2025Q1: 14,134 shares; 2025Q2: 15,044 shares; 2025Q3: 14,024 shares 14,024 $632K 0.05% -1,020 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,151 shares; 2024Q4: 2,910 shares; 2025Q1: 2,810 shares; 2025Q2: 2,965 shares; 2025Q3: 2,906 shares 2,906 $627K 0.05% -59 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: restricted; 2024Q2: restricted; 2024Q3: 32,947 shares; 2024Q4: 23,712 shares; 2025Q1: 24,542 shares; 2025Q2: 24,602 shares; 2025Q3: 24,609 shares 24,609 $627K 0.05% +7 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,484 shares; 2024Q4: 8,374 shares; 2025Q1: 5,061 shares; 2025Q2: 6,387 shares; 2025Q3: 6,569 shares 6,569 $626K 0.05% +182 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,420 shares; 2024Q4: 4,395 shares; 2025Q1: 3,795 shares; 2025Q2: 4,555 shares; 2025Q3: 4,795 shares 4,795 $619K 0.05% +240 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,325 shares; 2025Q3: 2,685 shares 2,685 $618K 0.05% -640 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,300 shares; 2024Q4: 5,700 shares; 2025Q1: 4,500 shares; 2025Q2: 3,000 shares; 2025Q3: 2,645 shares 2,645 $597K 0.04% -355 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,715 shares; 2024Q4: 2,737 shares; 2025Q1: 2,794 shares; 2025Q2: 2,978 shares; 2025Q3: 3,037 shares 3,037 $575K 0.04% +59 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,636 shares; 2024Q4: 11,132 shares; 2025Q1: 13,186 shares; 2025Q2: 13,732 shares; 2025Q3: 13,069 shares 13,069 $574K 0.04% -663 Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,000 shares; 2024Q4: 45,000 shares; 2025Q1: 50,000 shares; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares 50,000 $570K 0.04% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,754 shares; 2024Q4: 15,016 shares; 2025Q1: 15,419 shares; 2025Q2: 15,976 shares; 2025Q3: 17,839 shares 17,839 $569K 0.04% +1,863 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,977 shares; 2024Q4: 1,862 shares; 2025Q1: 1,874 shares; 2025Q2: 2,009 shares; 2025Q3: 1,855 shares 1,855 $558K 0.04% -154 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,529 shares; 2024Q4: 12,829 shares; 2025Q1: 12,365 shares; 2025Q2: 14,486 shares; 2025Q3: 14,778 shares 14,778 $540K 0.04% +292 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: restricted; 2024Q2: restricted; 2024Q3: 2,748 shares; 2024Q4: 2,775 shares; 2025Q1: 2,451 shares; 2025Q2: 2,351 shares; 2025Q3: 2,188 shares 2,188 $538K 0.04% -163 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,197 shares; 2024Q4: 32,429 shares; 2025Q1: 2,646 shares; 2025Q2: 3,543 shares; 2025Q3: 2,809 shares 2,809 $526K 0.04% -734 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,006 shares; 2024Q4: 5,006 shares; 2025Q1: 3,003 shares; 2025Q2: 3,003 shares; 2025Q3: 3,003 shares 3,003 $509K 0.04% 0 Timeline DIVO 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: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,351 shares; 2025Q3: 11,351 shares 11,351 $506K 0.04% 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: restricted; 2024Q2: restricted; 2024Q3: 3,184 shares; 2024Q4: 3,087 shares; 2025Q1: 3,465 shares; 2025Q2: 3,365 shares; 2025Q3: 3,345 shares 3,345 $497K 0.04% -20 Timeline HNGE HINGE HEALTH INC More: the full row for HINGE HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,070 shares 10,070 $494K 0.04% 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: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,174 shares; 2025Q1: 88,504 shares; 2025Q2: 6,980 shares; 2025Q3: 7,026 shares 7,026 $490K 0.04% +46 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,366 shares; 2025Q1: 3,176 shares; 2025Q2: 2,815 shares; 2025Q3: 2,729 shares 2,729 $487K 0.04% -86 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,019 shares; 2024Q4: 7,019 shares; 2025Q1: 7,019 shares; 2025Q2: 7,019 shares; 2025Q3: 6,669 shares 6,669 $484K 0.04% -350 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,287 shares; 2024Q4: 12,696 shares; 2025Q1: 15,742 shares; 2025Q2: 15,540 shares; 2025Q3: 15,153 shares 15,153 $479K 0.04% -387 Timeline CUZ COUSINS PPTYS INC More: the full row for COUSINS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,050 shares; 2024Q4: 15,940 shares; 2025Q1: 16,790 shares; 2025Q2: 16,550 shares; 2025Q3: 16,000 shares 16,000 $463K 0.03% -550 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,720 shares; 2024Q4: 17,166 shares; 2025Q1: 17,174 shares; 2025Q2: 16,804 shares; 2025Q3: 16,812 shares 16,812 $459K 0.03% +8 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,051 shares; 2024Q4: 4,042 shares; 2025Q1: 4,042 shares; 2025Q2: 3,815 shares; 2025Q3: 3,790 shares 3,790 $454K 0.03% -25 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,655 shares; 2025Q1: 3,877 shares; 2025Q2: 3,915 shares; 2025Q3: 4,581 shares 4,581 $452K 0.03% +666 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,894 shares; 2025Q1: 5,684 shares; 2025Q2: 7,795 shares; 2025Q3: 9,732 shares 9,732 $452K 0.03% +1,937 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,582 shares; 2024Q4: 3,423 shares; 2025Q1: 3,428 shares; 2025Q2: 4,628 shares; 2025Q3: 5,923 shares 5,923 $440K 0.03% +1,295 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,173 shares; 2024Q4: 8,273 shares; 2025Q1: 8,278 shares; 2025Q2: 7,749 shares; 2025Q3: 6,753 shares 6,753 $439K 0.03% -996 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,700 shares; 2024Q4: 3,700 shares; 2025Q1: 3,700 shares; 2025Q2: 3,700 shares; 2025Q3: 3,700 shares 3,700 $438K 0.03% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,703 shares; 2025Q1: 1,799 shares; 2025Q2: 3,055 shares; 2025Q3: 3,795 shares 3,795 $435K 0.03% +740 Timeline KBH KB HOME More: the full row for KB HOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,001 shares; 2024Q4: 2,001 shares; 2025Q1: 6,001 shares; 2025Q2: 7,201 shares; 2025Q3: 6,801 shares 6,801 $433K 0.03% -400 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,590 shares; 2024Q4: 1,590 shares; 2025Q1: 1,592 shares; 2025Q2: 1,593 shares; 2025Q3: 1,593 shares 1,593 $426K 0.03% 0 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,990 shares; 2024Q4: 4,029 shares; 2025Q1: 5,438 shares; 2025Q2: 5,720 shares; 2025Q3: 6,144 shares 6,144 $422K 0.03% +424 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,465 shares; 2024Q4: 73,094 shares; 2025Q1: 34,576 shares; 2025Q2: 3,707 shares; 2025Q3: 3,707 shares 3,707 $415K 0.03% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,697 shares; 2024Q4: 3,698 shares; 2025Q1: 1,998 shares; 2025Q2: 1,930 shares; 2025Q3: 1,930 shares 1,930 $414K 0.03% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 761 shares; 2024Q4: 1,512 shares; 2025Q1: not reported; 2025Q2: 1,258 shares; 2025Q3: 2,032 shares 2,032 $414K 0.03% +774 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,730 shares; 2025Q1: 4,730 shares; 2025Q2: not reported; 2025Q3: 8,130 shares 8,130 $413K 0.03% new Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,028 shares; 2024Q4: 2,948 shares; 2025Q1: 3,335 shares; 2025Q2: 3,337 shares; 2025Q3: 3,299 shares 3,299 $410K 0.03% -38 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,200 shares; 2024Q4: 9,600 shares; 2025Q1: 7,550 shares; 2025Q2: 5,300 shares; 2025Q3: 5,300 shares 5,300 $405K 0.03% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,345 shares; 2025Q1: not reported; 2025Q2: 4,245 shares; 2025Q3: 4,245 shares 4,245 $396K 0.03% 0 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 900 shares; 2025Q1: not reported; 2025Q2: 18,900 shares; 2025Q3: 19,202 shares 19,202 $392K 0.03% +302 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: restricted; 2024Q2: restricted; 2024Q3: 16,155 shares; 2024Q4: 16,068 shares; 2025Q1: 15,070 shares; 2025Q2: 26,158 shares; 2025Q3: 25,517 shares 25,517 $381K 0.03% -641 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,376 shares; 2025Q1: 5,122 shares; 2025Q2: 6,336 shares; 2025Q3: 6,616 shares 6,616 $381K 0.03% +280 Timeline TTI TETRA TECHNOLOGIES INC DEL More: the full row for TETRA TECHNOLOGIES INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,100 shares; 2024Q4: 38,000 shares; 2025Q1: 63,000 shares; 2025Q2: 70,000 shares; 2025Q3: 65,000 shares 65,000 $374K 0.03% -5,000 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,370 shares; 2024Q4: 11,170 shares; 2025Q1: 7,180 shares; 2025Q2: 7,010 shares; 2025Q3: 6,960 shares 6,960 $364K 0.03% -50 Timeline XNCMX NUVEEN CALIF AMT FREE MUNI I More: the full row for NUVEEN CALIF AMT FREE MUNI I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,994 shares; 2024Q4: 28,521 shares; 2025Q1: 28,539 shares; 2025Q2: 27,467 shares; 2025Q3: 28,514 shares 28,514 $361K 0.03% +1,047 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,897 shares; 2024Q4: 7,897 shares; 2025Q1: 7,897 shares; 2025Q2: 7,897 shares; 2025Q3: 7,897 shares 7,897 $351K 0.03% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,160 shares; 2024Q4: 2,796 shares; 2025Q1: 3,446 shares; 2025Q2: 4,421 shares; 2025Q3: 4,831 shares 4,831 $345K 0.03% +410 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,055 shares; 2024Q4: 4,055 shares; 2025Q1: 4,454 shares; 2025Q2: 4,887 shares; 2025Q3: 5,187 shares 5,187 $343K 0.03% +300 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,174 shares; 2025Q1: 12,873 shares; 2025Q2: 12,710 shares; 2025Q3: 13,258 shares 13,258 $341K 0.03% +548 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,220 shares; 2024Q4: 51,170 shares; 2025Q1: 49,930 shares; 2025Q2: 25,630 shares; 2025Q3: 23,200 shares 23,200 $335K 0.02% -2,430 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 428 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 710 shares 710 $333K 0.02% new Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,137 shares; 2025Q3: 4,100 shares 4,100 $327K 0.02% -37 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,234 shares; 2025Q1: 2,214 shares; 2025Q2: 2,238 shares; 2025Q3: 2,820 shares 2,820 $312K 0.02% +582 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: restricted; 2024Q2: restricted; 2024Q3: 5,736 shares; 2024Q4: 4,642 shares; 2025Q1: 4,499 shares; 2025Q2: 4,304 shares; 2025Q3: 4,109 shares 4,109 $310K 0.02% -195 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,030 shares; 2024Q4: 11,840 shares; 2025Q1: 10,986 shares; 2025Q2: 10,969 shares; 2025Q3: 10,891 shares 10,891 $308K 0.02% -78 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,690 shares; 2024Q4: 26,990 shares; 2025Q1: 26,990 shares; 2025Q2: 17,500 shares; 2025Q3: 16,900 shares 16,900 $305K 0.02% -600 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: restricted; 2024Q2: restricted; 2024Q3: 24,581 shares; 2024Q4: 23,288 shares; 2025Q1: 22,495 shares; 2025Q2: 17,502 shares; 2025Q3: 17,509 shares 17,509 $302K 0.02% +7 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276 shares; 2024Q4: 277 shares; 2025Q1: not reported; 2025Q2: 277 shares; 2025Q3: 277 shares 277 $299K 0.02% 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: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 999 shares; 2025Q1: 1,019 shares; 2025Q2: 1,142 shares; 2025Q3: 1,049 shares 1,049 $296K 0.02% -93 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,885 shares; 2024Q4: 1,856 shares; 2025Q1: 1,603 shares; 2025Q2: 1,973 shares; 2025Q3: 2,109 shares 2,109 $295K 0.02% +136 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,120 shares; 2024Q4: 17,420 shares; 2025Q1: 17,120 shares; 2025Q2: 17,220 shares; 2025Q3: 17,120 shares 17,120 $294K 0.02% -100 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,651 shares; 2024Q4: 12,672 shares; 2025Q1: 10,962 shares; 2025Q2: 11,489 shares; 2025Q3: 10,478 shares 10,478 $292K 0.02% -1,011 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,187 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,082 shares 5,082 $290K 0.02% new Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,600 shares; 2025Q3: 11,112 shares 11,112 $290K 0.02% +512 Timeline INCE FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,773 shares; 2025Q1: 4,200 shares; 2025Q2: 4,228 shares; 2025Q3: 4,829 shares 4,829 $286K 0.02% +601 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,990 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,600 shares 10,600 $286K 0.02% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,138 shares; 2024Q4: 5,238 shares; 2025Q1: not reported; 2025Q2: 5,531 shares; 2025Q3: 5,331 shares 5,331 $285K 0.02% -200 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,303 shares; 2024Q4: 5,013 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,124 shares 7,124 $279K 0.02% new Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,966 shares; 2024Q4: 2,960 shares; 2025Q1: 2,714 shares; 2025Q2: 2,724 shares; 2025Q3: 2,789 shares 2,789 $279K 0.02% +65 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,450 shares; 2024Q4: 1,683 shares; 2025Q1: not reported; 2025Q2: 2,475 shares; 2025Q3: 3,295 shares 3,295 $277K 0.02% +820 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: restricted; 2024Q2: restricted; 2024Q3: 4,808 shares; 2024Q4: 4,292 shares; 2025Q1: 4,667 shares; 2025Q2: 4,682 shares; 2025Q3: 4,296 shares 4,296 $277K 0.02% -386 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 792 shares; 2024Q4: 792 shares; 2025Q1: 792 shares; 2025Q2: 741 shares; 2025Q3: 725 shares 725 $275K 0.02% -16 Timeline NWBI NORTHWEST BANCSHARES INC More: the full row for NORTHWEST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,850 shares; 2024Q4: 20,250 shares; 2025Q1: 20,750 shares; 2025Q2: 22,750 shares; 2025Q3: 22,150 shares 22,150 $274K 0.02% -600 Timeline NSA NATIONAL STORAGE AFFILIATES More: the full row for NATIONAL STORAGE AFFILIATES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,150 shares; 2024Q4: 5,650 shares; 2025Q1: 8,370 shares; 2025Q2: 10,200 shares; 2025Q3: 8,950 shares 8,950 $270K 0.02% -1,250 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,329 shares; 2024Q4: 1,358 shares; 2025Q1: not reported; 2025Q2: 1,299 shares; 2025Q3: 1,299 shares 1,299 $266K 0.02% 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: restricted; 2024Q2: restricted; 2024Q3: 2,019 shares; 2024Q4: 1,939 shares; 2025Q1: not reported; 2025Q2: 2,009 shares; 2025Q3: 1,859 shares 1,859 $264K 0.02% -150 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,985 shares; 2024Q4: 1,952 shares; 2025Q1: 2,228 shares; 2025Q2: 2,867 shares; 2025Q3: 3,216 shares 3,216 $257K 0.02% +349 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,675 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,650 shares 5,650 $255K 0.02% new Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,003 shares; 2024Q4: 1,003 shares; 2025Q1: 1,003 shares; 2025Q2: 1,003 shares; 2025Q3: 1,004 shares 1,004 $255K 0.02% +1 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,651 shares; 2024Q4: 2,025 shares; 2025Q1: 2,025 shares; 2025Q2: 2,025 shares; 2025Q3: 2,025 shares 2,025 $255K 0.02% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,817 shares; 2024Q4: 4,932 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,959 shares 5,959 $255K 0.02% new Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,854 shares; 2025Q1: not reported; 2025Q2: 6,854 shares; 2025Q3: 6,854 shares 6,854 $251K 0.02% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 657 shares; 2024Q4: 657 shares; 2025Q1: 662 shares; 2025Q2: 532 shares; 2025Q3: 525 shares 525 $249K 0.02% -7 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,982 shares; 2024Q4: 1,983 shares; 2025Q1: 1,981 shares; 2025Q2: 2,026 shares; 2025Q3: 1,998 shares 1,998 $247K 0.02% -28 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,392 shares; 2024Q4: 2,400 shares; 2025Q1: not reported; 2025Q2: 3,333 shares; 2025Q3: 3,229 shares 3,229 $244K 0.02% -104 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: restricted; 2024Q2: restricted; 2024Q3: 8,089 shares; 2024Q4: 8,089 shares; 2025Q1: not reported; 2025Q2: 4,039 shares; 2025Q3: 4,639 shares 4,639 $242K 0.02% +600 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 367 shares; 2025Q1: 393 shares; 2025Q2: 427 shares; 2025Q3: 423 shares 423 $241K 0.02% -4 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: restricted; 2024Q2: restricted; 2024Q3: 9,600 shares; 2024Q4: 9,637 shares; 2025Q1: 8,839 shares; 2025Q2: 8,839 shares; 2025Q3: 8,839 shares 8,839 $241K 0.02% 0 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 64 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,614 shares 2,614 $240K 0.02% new 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: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,301 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,201 shares 8,201 $237K 0.02% new Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 371 shares; 2025Q1: not reported; 2025Q2: 936 shares; 2025Q3: 953 shares 953 $236K 0.02% +17 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,667 shares; 2025Q1: 2,270 shares; 2025Q2: 1,786 shares; 2025Q3: 1,787 shares 1,787 $234K 0.02% +1 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,420 shares; 2024Q4: 2,715 shares; 2025Q1: 2,715 shares; 2025Q2: 3,111 shares; 2025Q3: 2,560 shares 2,560 $234K 0.02% -551 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,535 shares; 2024Q4: 5,512 shares; 2025Q1: 5,363 shares; 2025Q2: 4,763 shares; 2025Q3: 4,543 shares 4,543 $232K 0.02% -220 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,327 shares; 2024Q4: 1,705 shares; 2025Q1: not reported; 2025Q2: 1,705 shares; 2025Q3: 1,705 shares 1,705 $231K 0.02% 0 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: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,609 shares; 2025Q1: 4,660 shares; 2025Q2: 4,660 shares; 2025Q3: 4,560 shares 4,560 $230K 0.02% -100 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 67 shares; 2025Q1: 53 shares; 2025Q2: not reported; 2025Q3: 53 shares 53 $227K 0.02% new 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: restricted; 2024Q2: restricted; 2024Q3: 2,656 shares; 2024Q4: 2,668 shares; 2025Q1: 2,717 shares; 2025Q2: 2,577 shares; 2025Q3: 2,543 shares 2,543 $227K 0.02% -34 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,010 shares; 2025Q1: not reported; 2025Q2: 2,031 shares; 2025Q3: 2,031 shares 2,031 $227K 0.02% 0 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,745 shares; 2025Q1: not reported; 2025Q2: 3,845 shares; 2025Q3: 3,845 shares 3,845 $226K 0.02% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,917 shares; 2024Q4: 1,567 shares; 2025Q1: 1,567 shares; 2025Q2: 1,567 shares; 2025Q3: 1,567 shares 1,567 $223K 0.02% 0 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 59 shares; 2025Q1: not reported; 2025Q2: 7,711 shares; 2025Q3: 7,711 shares 7,711 $219K 0.02% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,756 shares; 2024Q4: 10,366 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,188 shares 1,188 $218K 0.02% new Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 701 shares 701 $216K 0.02% new Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,114 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,171 shares 9,171 $215K 0.02% new Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 60 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 975 shares 975 $215K 0.02% new 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: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,932 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,267 shares 8,267 $211K 0.02% new Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: 897 shares; 2025Q3: 897 shares 897 $208K 0.02% 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: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,971 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,446 shares 8,446 $206K 0.02% new Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,450 shares; 2025Q1: 2,418 shares; 2025Q2: not reported; 2025Q3: 2,038 shares 2,038 $205K 0.02% new Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 153 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 827 shares 827 $204K 0.02% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,076 shares; 2025Q1: not reported; 2025Q2: 2,352 shares; 2025Q3: 1,989 shares 1,989 $202K 0.02% -363 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,557 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,352 shares 11,352 $202K 0.01% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,285 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,391 shares 2,391 $200K 0.01% new Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,617 shares; 2024Q4: 10,390 shares; 2025Q1: not reported; 2025Q2: 28,710 shares; 2025Q3: 28,710 shares 28,710 $198K 0.01% 0 Timeline NBB NUVEEN TAXABLE MUNICPAL INM More: the full row for NUVEEN TAXABLE MUNICPAL INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,596 shares; 2024Q4: 11,696 shares; 2025Q1: 11,696 shares; 2025Q2: 11,696 shares; 2025Q3: 11,696 shares 11,696 $190K 0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,077 shares; 2024Q4: 28,720 shares; 2025Q1: 16,477 shares; 2025Q2: 15,677 shares; 2025Q3: 15,427 shares 15,427 $185K 0.01% -250 Timeline XERS XERIS BIOPHARMA HOLDINGS INC More: the full row for XERIS BIOPHARMA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,026 shares; 2024Q4: 18,026 shares; 2025Q1: 16,276 shares; 2025Q2: 17,124 shares; 2025Q3: 22,182 shares 22,182 $181K 0.01% +5,058 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,657 shares; 2024Q4: 15,657 shares; 2025Q1: 15,657 shares; 2025Q2: 15,657 shares; 2025Q3: 15,657 shares 15,657 $166K 0.01% 0 Timeline MUC BLACKROCK MUNIHLDNGS CALI More: the full row for BLACKROCK MUNIHLDNGS CALI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,174 shares; 2025Q1: 10,693 shares; 2025Q2: 13,222 shares; 2025Q3: 15,252 shares 15,252 $165K 0.01% +2,030 Timeline UDMY UDEMY INC More: the full row for UDEMY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares 20,000 $140K 0.01% 0 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,000 shares; 2025Q2: not reported; 2025Q3: 10,000 shares 10,000 $131K 0.01% new Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,350 shares; 2024Q4: 14,350 shares; 2025Q1: 14,350 shares; 2025Q2: 14,350 shares; 2025Q3: 14,350 shares 14,350 $131K 0.01% 0 Timeline LXP LXP INDUSTRIAL TRUST More: the full row for LXP INDUSTRIAL TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,022 shares; 2024Q4: 10,022 shares; 2025Q1: 10,022 shares; 2025Q2: 10,022 shares; 2025Q3: 10,022 shares 10,022 $89.8K 0.01% 0 Timeline SPWR SUNPOWER INC More: the full row for SUNPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 52,000 shares; 2025Q1: 31,000 shares; 2025Q2: 45,000 shares; 2025Q3: 46,000 shares 46,000 $81K 0.01% +1,000 Timeline CHGG CHEGG INC More: the full row for CHEGG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,000 shares; 2024Q4: 41,000 shares; 2025Q1: 41,000 shares; 2025Q2: 41,000 shares; 2025Q3: 41,000 shares 41,000 $61.9K <0.01% 0 Timeline FLD FOLD HLDGS INC More: the full row for FOLD HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,025 shares; 2025Q2: 10,100 shares; 2025Q3: 10,100 shares 10,100 $39K <0.01% 0 Timeline