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: 65,515 shares; 2024Q4: 66,309 shares; 2025Q1: 65,929 shares; 2025Q2: 64,552 shares; 2025Q3: 62,697 shares 62,697 $16M 5.67% -1,855 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: 17,709 shares; 2024Q4: 17,882 shares; 2025Q1: 18,826 shares; 2025Q2: 18,872 shares; 2025Q3: 18,804 shares 18,804 $12.6M 4.47% -68 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: 125,638 shares; 2024Q4: 128,716 shares; 2025Q1: 136,892 shares; 2025Q2: 138,561 shares; 2025Q3: 128,964 shares 128,964 $11.5M 4.09% -9,597 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: 20,792 shares; 2024Q4: 20,800 shares; 2025Q1: 21,061 shares; 2025Q2: 20,938 shares; 2025Q3: 20,835 shares 20,835 $10.8M 3.83% -103 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: 56,260 shares; 2024Q4: 54,765 shares; 2025Q1: 54,828 shares; 2025Q2: 55,203 shares; 2025Q3: 50,385 shares 50,385 $9.4M 3.34% -4,818 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: 26,520 shares; 2024Q4: 26,314 shares; 2025Q1: 27,126 shares; 2025Q2: 28,245 shares; 2025Q3: 28,274 shares 28,274 $9.28M 3.29% +29 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: 51,074 shares; 2024Q4: 48,567 shares; 2025Q1: 49,249 shares; 2025Q2: 49,548 shares; 2025Q3: 47,717 shares 47,717 $8.7M 3.09% -1,831 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: 55,379 shares; 2024Q4: 55,327 shares; 2025Q1: 55,881 shares; 2025Q2: 57,651 shares; 2025Q3: 58,647 shares 58,647 $8.33M 2.96% +996 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: 43,381 shares; 2024Q4: 43,678 shares; 2025Q1: 43,048 shares; 2025Q2: 43,050 shares; 2025Q3: 43,116 shares 43,116 $6.08M 2.16% +66 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,033 shares; 2024Q4: 35,560 shares; 2025Q1: 36,290 shares; 2025Q2: 37,225 shares; 2025Q3: 38,511 shares 38,511 $5.61M 1.99% +1,286 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,915 shares; 2024Q4: 62,065 shares; 2025Q1: 60,987 shares; 2025Q2: 57,111 shares; 2025Q3: 56,299 shares 56,299 $5.55M 1.97% -812 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: 137,961 shares; 2024Q4: 140,317 shares; 2025Q1: 141,481 shares; 2025Q2: 148,556 shares; 2025Q3: 147,263 shares 147,263 $5.38M 1.91% -1,293 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: 10,689 shares; 2024Q4: 14,270 shares; 2025Q1: 14,908 shares; 2025Q2: 14,492 shares; 2025Q3: 14,851 shares 14,851 $5.28M 1.87% +359 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: 163,366 shares; 2024Q4: 163,076 shares; 2025Q1: 157,033 shares; 2025Q2: 157,437 shares; 2025Q3: 152,793 shares 152,793 $4.33M 1.54% -4,644 Timeline AIQ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 65,306 shares; 2025Q3: 75,055 shares 75,055 $3.71M 1.32% +9,749 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: 11,348 shares; 2024Q4: 10,890 shares; 2025Q1: 10,317 shares; 2025Q2: 10,367 shares; 2025Q3: 10,903 shares 10,903 $3.6M 1.28% +536 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,945 shares; 2024Q4: 4,900 shares; 2025Q1: 5,022 shares; 2025Q2: 5,012 shares; 2025Q3: 5,007 shares 5,007 $3.59M 1.28% -5 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: 27,568 shares; 2024Q4: 28,546 shares; 2025Q1: 31,703 shares; 2025Q2: 32,944 shares; 2025Q3: 34,785 shares 34,785 $3.49M 1.24% +1,841 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,177 shares; 2024Q4: 62,792 shares; 2025Q1: 73,306 shares; 2025Q2: 75,850 shares; 2025Q3: 80,760 shares 80,760 $3.36M 1.19% +4,910 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: 15,614 shares; 2024Q4: 15,623 shares; 2025Q1: 15,670 shares; 2025Q2: 15,718 shares; 2025Q3: 13,672 shares 13,672 $3.32M 1.18% -2,046 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: 221,953 shares; 2024Q4: 224,305 shares; 2025Q1: 226,046 shares; 2025Q2: 102,260 shares; 2025Q3: 102,890 shares 102,890 $2.91M 1.03% +630 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: 25,760 shares; 2024Q4: 25,770 shares; 2025Q1: 26,461 shares; 2025Q2: 26,188 shares; 2025Q3: 25,679 shares 25,679 $2.9M 1.03% -509 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: 12,804 shares; 2024Q4: 12,739 shares; 2025Q1: 12,639 shares; 2025Q2: 12,684 shares; 2025Q3: 12,833 shares 12,833 $2.82M 1% +149 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: 3,710 shares; 2024Q4: 3,689 shares; 2025Q1: 3,692 shares; 2025Q2: 3,716 shares; 2025Q3: 3,688 shares 3,688 $2.81M 1% -28 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: 19,809 shares; 2024Q4: 20,241 shares; 2025Q1: 20,658 shares; 2025Q2: 21,707 shares; 2025Q3: 22,825 shares 22,825 $2.79M 0.99% +1,118 Timeline BIV 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: 29,523 shares; 2024Q4: 30,223 shares; 2025Q1: 32,659 shares; 2025Q2: 33,691 shares; 2025Q3: 35,569 shares 35,569 $2.78M 0.99% +1,878 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: 8,228 shares; 2024Q4: 8,185 shares; 2025Q1: 8,165 shares; 2025Q2: 8,737 shares; 2025Q3: 8,697 shares 8,697 $2.74M 0.97% -40 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: 10,165 shares; 2024Q4: 10,116 shares; 2025Q1: 10,365 shares; 2025Q2: 10,326 shares; 2025Q3: 10,339 shares 10,339 $2.52M 0.89% +13 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,286 shares; 2024Q4: 3,240 shares; 2025Q1: 3,236 shares; 2025Q2: 3,231 shares; 2025Q3: 3,226 shares 3,226 $2.41M 0.85% -5 Timeline PHYS 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: 78,288 shares; 2024Q4: 78,153 shares; 2025Q1: 78,163 shares; 2025Q2: 80,591 shares; 2025Q3: 80,050 shares 80,050 $2.37M 0.84% -541 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: 17,305 shares; 2024Q4: 26,262 shares; 2025Q1: 32,207 shares; 2025Q2: 32,207 shares; 2025Q3: 36,467 shares 36,467 $2.37M 0.84% +4,260 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: 4,337 shares; 2024Q4: 4,372 shares; 2025Q1: 4,470 shares; 2025Q2: 4,767 shares; 2025Q3: 4,747 shares 4,747 $2.33M 0.83% -20 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 76,210 shares; 2025Q1: 95,660 shares; 2025Q2: 94,560 shares; 2025Q3: 94,660 shares 94,660 $2.17M 0.77% +100 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,492 shares; 2024Q4: 26,577 shares; 2025Q1: 26,276 shares; 2025Q2: 25,685 shares; 2025Q3: 25,696 shares 25,696 $2.14M 0.76% +11 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: 3,561 shares; 2024Q4: 3,522 shares; 2025Q1: 3,511 shares; 2025Q2: 3,451 shares; 2025Q3: 3,537 shares 3,537 $2.12M 0.75% +86 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,057 shares; 2024Q4: 22,408 shares; 2025Q1: 22,189 shares; 2025Q2: 21,815 shares; 2025Q3: 23,056 shares 23,056 $2.05M 0.73% +1,241 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: 46,518 shares; 2024Q4: 46,234 shares; 2025Q1: 42,268 shares; 2025Q2: 42,728 shares; 2025Q3: 43,419 shares 43,419 $1.91M 0.68% +691 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: 10,191 shares; 2024Q4: 10,168 shares; 2025Q1: 9,969 shares; 2025Q2: 9,975 shares; 2025Q3: 10,215 shares 10,215 $1.89M 0.67% +240 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,774 shares; 2024Q4: 107,724 shares; 2025Q1: 115,169 shares; 2025Q2: 111,620 shares; 2025Q3: 109,845 shares 109,845 $1.77M 0.63% -1,775 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: 35,697 shares; 2024Q4: 34,711 shares; 2025Q1: 34,700 shares; 2025Q2: 34,570 shares; 2025Q3: 34,178 shares 34,178 $1.76M 0.63% -392 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,940 shares; 2024Q4: 48,190 shares; 2025Q1: 47,960 shares; 2025Q2: 48,260 shares; 2025Q3: 83,992 shares 83,992 $1.63M 0.58% +35,732 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: 4,785 shares; 2024Q4: 4,747 shares; 2025Q1: 4,857 shares; 2025Q2: 5,791 shares; 2025Q3: 5,261 shares 5,261 $1.58M 0.56% -530 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: 5,198 shares; 2024Q4: 5,062 shares; 2025Q1: 5,088 shares; 2025Q2: 5,099 shares; 2025Q3: 5,549 shares 5,549 $1.57M 0.56% +450 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,922 shares; 2024Q4: 7,013 shares; 2025Q1: 7,019 shares; 2025Q2: 6,491 shares; 2025Q3: 6,496 shares 6,496 $1.5M 0.53% +5 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: 9,236 shares; 2024Q4: 9,236 shares; 2025Q1: 9,489 shares; 2025Q2: 9,182 shares; 2025Q3: 8,982 shares 8,982 $1.38M 0.49% -200 Timeline SPMO 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: not reported; 2025Q1: not reported; 2025Q2: 11,477 shares; 2025Q3: 11,383 shares 11,383 $1.38M 0.49% -94 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: 48,480 shares; 2024Q4: 49,667 shares; 2025Q1: 54,720 shares; 2025Q2: 55,833 shares; 2025Q3: 52,907 shares 52,907 $1.35M 0.48% -2,926 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: 18,368 shares; 2024Q4: 18,368 shares; 2025Q1: 18,368 shares; 2025Q2: 17,858 shares; 2025Q3: 17,868 shares 17,868 $1.3M 0.46% +10 Timeline VFH 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: 9,574 shares; 2024Q4: 9,519 shares; 2025Q1: 9,724 shares; 2025Q2: 9,744 shares; 2025Q3: 9,716 shares 9,716 $1.28M 0.45% -28 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: 15,605 shares; 2024Q4: 14,587 shares; 2025Q1: 14,331 shares; 2025Q2: 13,879 shares; 2025Q3: 12,154 shares 12,154 $1.25M 0.44% -1,725 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: 12,453 shares; 2024Q4: 12,464 shares; 2025Q1: 12,383 shares; 2025Q2: 13,002 shares; 2025Q3: 13,147 shares 13,147 $1.25M 0.44% +145 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: 7,886 shares; 2024Q4: 7,856 shares; 2025Q1: 7,332 shares; 2025Q2: 7,333 shares; 2025Q3: 7,880 shares 7,880 $1.22M 0.43% +547 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: 2,049 shares; 2024Q4: 2,049 shares; 2025Q1: 2,049 shares; 2025Q2: 2,049 shares; 2025Q3: 2,050 shares 2,050 $1.17M 0.41% +1 Timeline IGEB 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: 20,645 shares; 2024Q4: 22,505 shares; 2025Q1: 24,133 shares; 2025Q2: 24,631 shares; 2025Q3: 25,216 shares 25,216 $1.16M 0.41% +585 Timeline MLRG 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: 12,811 shares; 2024Q4: 12,808 shares; 2025Q1: 12,699 shares; 2025Q2: 12,630 shares; 2025Q3: 12,548 shares 12,548 $1.16M 0.41% -82 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: 3,155 shares; 2024Q4: 2,933 shares; 2025Q1: 3,042 shares; 2025Q2: 3,266 shares; 2025Q3: 3,262 shares 3,262 $1.11M 0.4% -4 Timeline FLBL 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: not reported; 2025Q1: 47,925 shares; 2025Q2: 42,695 shares; 2025Q3: 42,695 shares 42,695 $1.03M 0.36% 0 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: 12,275 shares; 2024Q4: 11,404 shares; 2025Q1: 11,359 shares; 2025Q2: 11,264 shares; 2025Q3: 11,886 shares 11,886 $998K 0.35% +622 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,521 shares; 2024Q4: 14,707 shares; 2025Q1: 15,228 shares; 2025Q2: 15,037 shares; 2025Q3: 16,439 shares 16,439 $985K 0.35% +1,402 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,059 shares 20,059 $918K 0.33% new Timeline IYF 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: 6,089 shares; 2024Q4: 6,287 shares; 2025Q1: 6,755 shares; 2025Q2: 6,951 shares; 2025Q3: 7,244 shares 7,244 $917K 0.33% +293 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: 2,403 shares; 2024Q4: 2,388 shares; 2025Q1: 2,367 shares; 2025Q2: 2,367 shares; 2025Q3: 2,246 shares 2,246 $910K 0.32% -121 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: 3,633 shares; 2024Q4: 3,705 shares; 2025Q1: 3,639 shares; 2025Q2: 3,630 shares; 2025Q3: 2,950 shares 2,950 $896K 0.32% -680 Timeline IDU 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: 6,001 shares; 2024Q4: 6,237 shares; 2025Q1: 6,851 shares; 2025Q2: 7,269 shares; 2025Q3: 7,747 shares 7,747 $859K 0.3% +478 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: 1,188 shares; 2024Q4: 1,227 shares; 2025Q1: 1,354 shares; 2025Q2: 1,132 shares; 2025Q3: 1,377 shares 1,377 $843K 0.3% +245 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,346 shares; 2024Q4: 26,630 shares; 2025Q1: 26,748 shares; 2025Q2: 26,748 shares; 2025Q3: 26,461 shares 26,461 $831K 0.3% -287 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,684 shares; 2024Q4: 11,429 shares; 2025Q1: 11,532 shares; 2025Q2: 11,536 shares; 2025Q3: 11,710 shares 11,710 $797K 0.28% +174 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: 1,143 shares; 2024Q4: 1,006 shares; 2025Q1: 1,017 shares; 2025Q2: 1,250 shares; 2025Q3: 1,295 shares 1,295 $797K 0.28% +45 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,816 shares; 2024Q4: 25,146 shares; 2025Q1: 22,933 shares; 2025Q2: 17,065 shares; 2025Q3: 17,616 shares 17,616 $785K 0.28% +551 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: not reported; 2024Q4: 10,125 shares; 2025Q1: 10,125 shares; 2025Q2: 10,125 shares; 2025Q3: 17,886 shares 17,886 $758K 0.27% +7,761 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: 6,712 shares; 2024Q4: 6,712 shares; 2025Q1: 6,712 shares; 2025Q2: 6,512 shares; 2025Q3: 6,013 shares 6,013 $744K 0.26% -499 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: 11,558 shares; 2024Q4: 11,558 shares; 2025Q1: 11,561 shares; 2025Q2: 11,388 shares; 2025Q3: 10,715 shares 10,715 $733K 0.26% -673 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: 4,998 shares; 2024Q4: 4,998 shares; 2025Q1: 4,998 shares; 2025Q2: 5,063 shares; 2025Q3: 5,063 shares 5,063 $732K 0.26% 0 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: 799 shares; 2024Q4: 799 shares; 2025Q1: 794 shares; 2025Q2: 794 shares; 2025Q3: 782 shares 782 $724K 0.26% -12 Timeline LNKB LINKBANCORP INC More: the full row for LINKBANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,044 shares; 2024Q4: 99,044 shares; 2025Q1: 99,044 shares; 2025Q2: 99,044 shares; 2025Q3: 99,044 shares 99,044 $706K 0.25% 0 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: 7,416 shares; 2024Q4: 7,417 shares; 2025Q1: 6,952 shares; 2025Q2: 6,904 shares; 2025Q3: 6,949 shares 6,949 $705K 0.25% +45 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,420 shares; 2024Q4: 9,230 shares; 2025Q1: 9,810 shares; 2025Q2: 9,755 shares; 2025Q3: 9,730 shares 9,730 $701K 0.25% -25 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: 817 shares; 2024Q4: 841 shares; 2025Q1: 998 shares; 2025Q2: 1,060 shares; 2025Q3: 1,045 shares 1,045 $696K 0.25% -15 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,518 shares; 2024Q4: 7,525 shares; 2025Q1: 7,582 shares; 2025Q2: 7,725 shares; 2025Q3: 7,800 shares 7,800 $694K 0.25% +75 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: 1,538 shares; 2024Q4: 1,539 shares; 2025Q1: 1,784 shares; 2025Q2: 1,785 shares; 2025Q3: 1,786 shares 1,786 $668K 0.24% +1 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: 5,101 shares; 2024Q4: 4,890 shares; 2025Q1: 4,895 shares; 2025Q2: 5,304 shares; 2025Q3: 5,725 shares 5,725 $656K 0.23% +421 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,348 shares; 2024Q4: 4,120 shares; 2025Q1: 4,120 shares; 2025Q2: 3,825 shares; 2025Q3: 3,825 shares 3,825 $651K 0.23% 0 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: 1,437 shares; 2024Q4: 1,438 shares; 2025Q1: 1,287 shares; 2025Q2: 1,340 shares; 2025Q3: 1,324 shares 1,324 $632K 0.22% -16 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: 1,741 shares; 2024Q4: 1,741 shares; 2025Q1: 1,666 shares; 2025Q2: 1,761 shares; 2025Q3: 1,761 shares 1,761 $621K 0.22% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,844 shares; 2024Q4: 1,844 shares; 2025Q1: 2,020 shares; 2025Q2: 2,120 shares; 2025Q3: 1,877 shares 1,877 $618K 0.22% -243 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,503 shares; 2024Q4: 3,503 shares; 2025Q1: 3,503 shares; 2025Q2: 3,346 shares; 2025Q3: 3,346 shares 3,346 $615K 0.22% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,848 shares 2,848 $615K 0.22% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,200 shares; 2025Q2: 4,180 shares; 2025Q3: 4,180 shares 4,180 $609K 0.22% 0 Timeline IXC 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: 13,925 shares; 2024Q4: 13,925 shares; 2025Q1: 14,460 shares; 2025Q2: 14,560 shares; 2025Q3: 14,560 shares 14,560 $608K 0.22% 0 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: 1,945 shares; 2024Q4: 1,896 shares; 2025Q1: 1,896 shares; 2025Q2: 1,890 shares; 2025Q3: 1,890 shares 1,890 $591K 0.21% 0 Timeline VHT 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: 2,147 shares; 2024Q4: 2,142 shares; 2025Q1: 2,255 shares; 2025Q2: 2,211 shares; 2025Q3: 2,219 shares 2,219 $576K 0.2% +8 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: 6,236 shares; 2024Q4: 6,273 shares; 2025Q1: 6,048 shares; 2025Q2: 8,714 shares; 2025Q3: 5,914 shares 5,914 $559K 0.2% -2,800 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM 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: not reported; 2025Q3: 17,702 shares 17,702 $558K 0.2% new Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,008 shares; 2024Q4: 9,020 shares; 2025Q1: 9,230 shares; 2025Q2: 9,257 shares; 2025Q3: 10,763 shares 10,763 $541K 0.19% +1,506 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,840 shares; 2024Q4: 2,840 shares; 2025Q1: 2,840 shares; 2025Q2: 2,840 shares; 2025Q3: 2,840 shares 2,840 $536K 0.19% 0 Timeline FDVV 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: 8,705 shares; 2024Q4: 8,707 shares; 2025Q1: 8,937 shares; 2025Q2: 8,906 shares; 2025Q3: 9,590 shares 9,590 $534K 0.19% +684 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,884 shares; 2024Q4: 10,884 shares; 2025Q1: 8,621 shares; 2025Q2: 8,291 shares; 2025Q3: 8,338 shares 8,338 $528K 0.19% +47 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,388 shares; 2024Q4: 1,388 shares; 2025Q1: 897 shares; 2025Q2: 897 shares; 2025Q3: 1,064 shares 1,064 $525K 0.19% +167 Timeline TDOC TELADOC HEALTH INC More: the full row for TELADOC 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: 58,450 shares; 2025Q3: 67,525 shares 67,525 $522K 0.19% +9,075 Timeline NVTS NAVITAS SEMICONDUCTOR CORP More: the full row for NAVITAS SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,150 shares; 2024Q4: 17,950 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 72,070 shares 72,070 $520K 0.18% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,023 shares; 2024Q4: 5,523 shares; 2025Q1: 4,793 shares; 2025Q2: 4,923 shares; 2025Q3: 5,423 shares 5,423 $514K 0.18% +500 Timeline ABUS ARBUTUS BIOPHARMA CORP More: the full row for ARBUTUS BIOPHARMA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,520 shares; 2024Q4: 61,020 shares; 2025Q1: 96,420 shares; 2025Q2: 104,920 shares; 2025Q3: 112,820 shares 112,820 $512K 0.18% +7,900 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,527 shares; 2024Q4: 7,528 shares; 2025Q1: 7,529 shares; 2025Q2: 7,530 shares; 2025Q3: 7,531 shares 7,531 $508K 0.18% +1 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: 1,672 shares; 2024Q4: 1,835 shares; 2025Q1: 1,811 shares; 2025Q2: 1,811 shares; 2025Q3: 1,727 shares 1,727 $507K 0.18% -84 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: 1,049 shares; 2024Q4: 912 shares; 2025Q1: 1,297 shares; 2025Q2: 1,405 shares; 2025Q3: 1,139 shares 1,139 $507K 0.18% -266 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: 3,426 shares; 2024Q4: 3,427 shares; 2025Q1: 3,427 shares; 2025Q2: 3,757 shares; 2025Q3: 3,758 shares 3,758 $503K 0.18% +1 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,379 shares; 2024Q4: 2,113 shares; 2025Q1: 2,113 shares; 2025Q2: 2,113 shares; 2025Q3: 2,113 shares 2,113 $499K 0.18% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,746 shares; 2024Q4: 7,711 shares; 2025Q1: 7,661 shares; 2025Q2: 7,661 shares; 2025Q3: 7,636 shares 7,636 $498K 0.18% -25 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,718 shares; 2024Q4: 2,582 shares; 2025Q1: not reported; 2025Q2: 2,392 shares; 2025Q3: 3,198 shares 3,198 $482K 0.17% +806 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 542 shares; 2024Q4: 471 shares; 2025Q1: 445 shares; 2025Q2: 520 shares; 2025Q3: 517 shares 517 $476K 0.17% -3 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: 5,548 shares; 2024Q4: 5,424 shares; 2025Q1: 3,262 shares; 2025Q2: 2,823 shares; 2025Q3: 2,820 shares 2,820 $469K 0.17% -3 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,948 shares; 2025Q1: 1,938 shares; 2025Q2: 1,938 shares; 2025Q3: 2,321 shares 2,321 $469K 0.17% +383 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: 543 shares; 2024Q4: 574 shares; 2025Q1: 546 shares; 2025Q2: 590 shares; 2025Q3: 636 shares 636 $467K 0.17% +46 Timeline BBIO BRIDGEBIO PHARMA INC More: the full row for BRIDGEBIO PHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,680 shares; 2024Q4: 7,545 shares; 2025Q1: 8,980 shares; 2025Q2: 8,500 shares; 2025Q3: 8,900 shares 8,900 $462K 0.16% +400 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: 1,274 shares; 2024Q4: 2,272 shares; 2025Q1: 2,270 shares; 2025Q2: 2,270 shares; 2025Q3: 2,270 shares 2,270 $462K 0.16% 0 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,350 shares; 2024Q4: 4,350 shares; 2025Q1: 4,350 shares; 2025Q2: 4,350 shares; 2025Q3: 6,100 shares 6,100 $461K 0.16% +1,750 Timeline IXUS 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: 5,548 shares; 2024Q4: 5,452 shares; 2025Q1: 5,452 shares; 2025Q2: 5,460 shares; 2025Q3: 5,460 shares 5,460 $451K 0.16% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,467 shares; 2024Q4: 5,467 shares; 2025Q1: 5,467 shares; 2025Q2: 5,467 shares; 2025Q3: 5,467 shares 5,467 $450K 0.16% 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: 1,256 shares; 2024Q4: 1,395 shares; 2025Q1: 1,302 shares; 2025Q2: 731 shares; 2025Q3: 1,304 shares 1,304 $450K 0.16% +573 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,805 shares; 2024Q4: 1,795 shares; 2025Q1: 1,808 shares; 2025Q2: 1,808 shares; 2025Q3: 1,808 shares 1,808 $446K 0.16% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 231 shares; 2024Q4: 231 shares; 2025Q1: 231 shares; 2025Q2: 4,110 shares; 2025Q3: 4,110 shares 4,110 $443K 0.16% 0 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: 5,352 shares; 2024Q4: 5,352 shares; 2025Q1: 5,352 shares; 2025Q2: 5,857 shares; 2025Q3: 5,857 shares 5,857 $442K 0.16% 0 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,190 shares; 2025Q2: 6,190 shares; 2025Q3: 6,190 shares 6,190 $440K 0.16% 0 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,261 shares; 2024Q4: 2,601 shares; 2025Q1: 2,601 shares; 2025Q2: 2,601 shares; 2025Q3: 2,601 shares 2,601 $436K 0.15% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,075 shares; 2024Q4: 4,075 shares; 2025Q1: 4,075 shares; 2025Q2: 4,000 shares; 2025Q3: 2,720 shares 2,720 $427K 0.15% -1,280 Timeline SPLV 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: 5,620 shares; 2024Q4: 5,624 shares; 2025Q1: 5,465 shares; 2025Q2: 5,775 shares; 2025Q3: 5,766 shares 5,766 $424K 0.15% -9 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: 2,483 shares; 2024Q4: 3,129 shares; 2025Q1: 2,956 shares; 2025Q2: 2,213 shares; 2025Q3: 2,233 shares 2,233 $424K 0.15% +20 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: 4,807 shares; 2024Q4: 5,472 shares; 2025Q1: 5,532 shares; 2025Q2: 5,532 shares; 2025Q3: 5,014 shares 5,014 $420K 0.15% -518 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,888 shares; 2024Q4: 5,920 shares; 2025Q1: 5,437 shares; 2025Q2: 5,461 shares; 2025Q3: 5,228 shares 5,228 $418K 0.15% -233 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: 1,966 shares; 2024Q4: 1,993 shares; 2025Q1: 2,145 shares; 2025Q2: 2,145 shares; 2025Q3: 2,138 shares 2,138 $416K 0.15% -7 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: 4,083 shares; 2024Q4: not reported; 2025Q1: 3,831 shares; 2025Q2: 5,540 shares; 2025Q3: 6,230 shares 6,230 $412K 0.15% +690 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 137 shares; 2025Q1: 176 shares; 2025Q2: 176 shares; 2025Q3: 176 shares 176 $411K 0.15% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,519 shares; 2024Q4: 1,519 shares; 2025Q1: 1,725 shares; 2025Q2: 1,726 shares; 2025Q3: 1,726 shares 1,726 $407K 0.14% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,665 shares; 2024Q4: 2,665 shares; 2025Q1: 3,330 shares; 2025Q2: 3,280 shares; 2025Q3: 4,525 shares 4,525 $406K 0.14% +1,245 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: 798 shares; 2024Q4: 799 shares; 2025Q1: 798 shares; 2025Q2: 798 shares; 2025Q3: 796 shares 796 $400K 0.14% -2 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL 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: 5,980 shares; 2025Q2: 5,920 shares; 2025Q3: 5,932 shares 5,932 $398K 0.14% +12 Timeline ARGX ARGENX SE More: the full row for ARGENX SE 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: 453 shares; 2025Q2: 539 shares; 2025Q3: 539 shares 539 $398K 0.14% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,913 shares; 2024Q4: 1,863 shares; 2025Q1: 2,001 shares; 2025Q2: 2,433 shares; 2025Q3: 3,044 shares 3,044 $396K 0.14% +611 Timeline FHLC 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: 6,073 shares; 2024Q4: 5,952 shares; 2025Q1: 5,939 shares; 2025Q2: 5,942 shares; 2025Q3: 5,869 shares 5,869 $392K 0.14% -73 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: 567 shares; 2024Q4: 567 shares; 2025Q1: 562 shares; 2025Q2: 571 shares; 2025Q3: 571 shares 571 $390K 0.14% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84 shares; 2024Q4: 67 shares; 2025Q1: 65 shares; 2025Q2: 71 shares; 2025Q3: 71 shares 71 $383K 0.14% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,978 shares; 2024Q4: 5,944 shares; 2025Q1: 5,944 shares; 2025Q2: 5,371 shares; 2025Q3: 5,751 shares 5,751 $381K 0.14% +380 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 986 shares; 2024Q4: 849 shares; 2025Q1: 848 shares; 2025Q2: 848 shares; 2025Q3: 850 shares 850 $380K 0.13% +2 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: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000 $379K 0.13% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 954 shares; 2024Q4: 954 shares; 2025Q1: 952 shares; 2025Q2: 952 shares; 2025Q3: 896 shares 896 $378K 0.13% -56 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,785 shares; 2024Q4: 4,785 shares; 2025Q1: 5,060 shares; 2025Q2: 5,085 shares; 2025Q3: 5,110 shares 5,110 $373K 0.13% +25 Timeline VUSB 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: 6,000 shares; 2024Q4: 7,450 shares; 2025Q1: 7,450 shares; 2025Q2: 7,450 shares; 2025Q3: 7,450 shares 7,450 $372K 0.13% 0 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,856 shares; 2024Q4: 6,607 shares; 2025Q1: 6,588 shares; 2025Q2: 7,069 shares; 2025Q3: 7,075 shares 7,075 $370K 0.13% +6 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,952 shares; 2025Q3: 4,858 shares 4,858 $369K 0.13% +906 Timeline XNXJX NUVEEN NEW JERSEY More: the full row for NUVEEN NEW JERSEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,095 shares; 2024Q4: 31,095 shares; 2025Q1: 28,273 shares; 2025Q2: 28,273 shares; 2025Q3: 28,273 shares 28,273 $351K 0.12% 0 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: 1,594 shares; 2024Q4: 1,476 shares; 2025Q1: 1,478 shares; 2025Q2: 1,480 shares; 2025Q3: 1,482 shares 1,482 $348K 0.12% +2 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,211 shares; 2024Q4: 9,215 shares; 2025Q1: 9,219 shares; 2025Q2: 9,223 shares; 2025Q3: 9,227 shares 9,227 $343K 0.12% +4 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,243 shares; 2024Q4: 6,268 shares; 2025Q1: 6,304 shares; 2025Q2: 6,341 shares; 2025Q3: 6,371 shares 6,371 $343K 0.12% +30 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: 1,567 shares; 2024Q4: 1,568 shares; 2025Q1: 1,568 shares; 2025Q2: 1,568 shares; 2025Q3: 1,568 shares 1,568 $338K 0.12% 0 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: 1,187 shares; 2024Q4: 1,187 shares; 2025Q1: 1,187 shares; 2025Q2: 1,187 shares; 2025Q3: 1,377 shares 1,377 $338K 0.12% +190 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: 2,052 shares; 2024Q4: 1,534 shares; 2025Q1: 1,534 shares; 2025Q2: 1,618 shares; 2025Q3: 1,641 shares 1,641 $336K 0.12% +23 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,650 shares; 2024Q4: 6,659 shares; 2025Q1: 6,668 shares; 2025Q2: 6,677 shares; 2025Q3: 6,686 shares 6,686 $333K 0.12% +9 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,817 shares; 2024Q4: 1,817 shares; 2025Q1: 1,817 shares; 2025Q2: 1,817 shares; 2025Q3: 1,817 shares 1,817 $330K 0.12% 0 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: 1,252 shares; 2024Q4: 1,096 shares; 2025Q1: 630 shares; 2025Q2: 663 shares; 2025Q3: 653 shares 653 $326K 0.12% -10 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,875 shares 2,875 $323K 0.11% new Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,407 shares; 2024Q4: 6,975 shares; 2025Q1: 6,430 shares; 2025Q2: 5,532 shares; 2025Q3: 5,535 shares 5,535 $318K 0.11% +3 Timeline IMCB 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: 4,022 shares; 2024Q4: 4,022 shares; 2025Q1: 3,822 shares; 2025Q2: 3,822 shares; 2025Q3: 3,822 shares 3,822 $317K 0.11% 0 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: 430 shares; 2024Q4: 410 shares; 2025Q1: 410 shares; 2025Q2: 410 shares; 2025Q3: 410 shares 410 $317K 0.11% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,098 shares 1,098 $307K 0.11% new Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,253 shares; 2024Q4: 3,253 shares; 2025Q1: 3,253 shares; 2025Q2: 3,253 shares; 2025Q3: 3,273 shares 3,273 $306K 0.11% +20 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: 1,726 shares; 2024Q4: not reported; 2025Q1: 1,726 shares; 2025Q2: 1,726 shares; 2025Q3: 1,830 shares 1,830 $306K 0.11% +104 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,894 shares; 2025Q1: 1,894 shares; 2025Q2: 1,895 shares; 2025Q3: 1,917 shares 1,917 $305K 0.11% +22 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,076 shares; 2024Q4: 987 shares; 2025Q1: 987 shares; 2025Q2: 988 shares; 2025Q3: 988 shares 988 $302K 0.11% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,237 shares; 2024Q4: 1,291 shares; 2025Q1: 1,363 shares; 2025Q2: 1,363 shares; 2025Q3: 1,363 shares 1,363 $301K 0.11% 0 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III 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: 15,533 shares 15,533 $300K 0.11% new 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: 825 shares; 2024Q4: 825 shares; 2025Q1: 982 shares; 2025Q2: 982 shares; 2025Q3: 1,055 shares 1,055 $298K 0.11% +73 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: 3,676 shares; 2024Q4: 4,630 shares; 2025Q1: 4,690 shares; 2025Q2: 4,890 shares; 2025Q3: 4,890 shares 4,890 $297K 0.11% 0 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,497 shares; 2024Q4: 1,485 shares; 2025Q1: 1,485 shares; 2025Q2: 1,485 shares; 2025Q3: 1,485 shares 1,485 $296K 0.11% 0 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,026 shares; 2024Q4: 25,026 shares; 2025Q1: 25,026 shares; 2025Q2: 25,026 shares; 2025Q3: 25,026 shares 25,026 $293K 0.1% 0 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,680 shares; 2025Q1: not reported; 2025Q2: 4,690 shares; 2025Q3: 4,690 shares 4,690 $292K 0.1% 0 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,270 shares; 2025Q2: 3,380 shares; 2025Q3: 3,440 shares 3,440 $291K 0.1% +60 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,355 shares; 2024Q4: 11,355 shares; 2025Q1: 11,355 shares; 2025Q2: 9,185 shares; 2025Q3: 9,185 shares 9,185 $287K 0.1% 0 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: not reported; 2024Q4: not reported; 2025Q1: 2,498 shares; 2025Q2: 2,498 shares; 2025Q3: 2,628 shares 2,628 $286K 0.1% +130 Timeline VCLT 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: 6,445 shares; 2024Q4: 4,650 shares; 2025Q1: 4,650 shares; 2025Q2: 3,650 shares; 2025Q3: 3,650 shares 3,650 $283K 0.1% 0 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: 7,272 shares; 2024Q4: 7,222 shares; 2025Q1: 6,773 shares; 2025Q2: 6,323 shares; 2025Q3: 6,283 shares 6,283 $283K 0.1% -40 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: 1,390 shares; 2024Q4: 1,390 shares; 2025Q1: 1,390 shares; 2025Q2: 1,390 shares; 2025Q3: 1,390 shares 1,390 $279K 0.1% 0 Timeline NLR 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: 2,040 shares 2,040 $277K 0.1% new Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,406 shares; 2024Q4: 11,314 shares; 2025Q1: 12,057 shares; 2025Q2: 11,336 shares; 2025Q3: 5,621 shares 5,621 $275K 0.1% -5,715 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 229 shares 229 $275K 0.1% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 368 shares; 2024Q4: 368 shares; 2025Q1: 368 shares; 2025Q2: 360 shares; 2025Q3: 360 shares 360 $273K 0.1% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,754 shares; 2024Q4: 13,516 shares; 2025Q1: 13,329 shares; 2025Q2: 12,755 shares; 2025Q3: 13,892 shares 13,892 $271K 0.1% +1,137 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM 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: 10,911 shares 10,911 $270K 0.1% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 792 shares 792 $263K 0.09% new Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,800 shares; 2025Q1: 6,800 shares; 2025Q2: 7,200 shares; 2025Q3: 7,200 shares 7,200 $261K 0.09% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,379 shares; 2024Q4: 1,331 shares; 2025Q1: 1,333 shares; 2025Q2: 1,335 shares; 2025Q3: 1,354 shares 1,354 $260K 0.09% +19 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,705 shares 4,705 $256K 0.09% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,722 shares 1,722 $256K 0.09% 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: not reported; 2024Q4: not reported; 2025Q1: 2,486 shares; 2025Q2: 2,856 shares; 2025Q3: 2,864 shares 2,864 $256K 0.09% +8 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares 2,300 $255K 0.09% 0 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: not reported; 2024Q4: not reported; 2025Q1: 1,530 shares; 2025Q2: 1,531 shares; 2025Q3: 1,550 shares 1,550 $251K 0.09% +19 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,755 shares; 2025Q2: 6,755 shares; 2025Q3: 6,755 shares 6,755 $251K 0.09% 0 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,039 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,076 shares; 2025Q3: 2,064 shares 2,064 $250K 0.09% -12 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,950 shares; 2024Q4: 1,950 shares; 2025Q1: 1,950 shares; 2025Q2: 1,948 shares; 2025Q3: 1,938 shares 1,938 $250K 0.09% -10 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: 1,865 shares; 2024Q4: 1,790 shares; 2025Q1: 1,793 shares; 2025Q2: 1,765 shares; 2025Q3: 1,767 shares 1,767 $248K 0.09% +2 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,535 shares; 2024Q4: 1,453 shares; 2025Q1: not reported; 2025Q2: 1,468 shares; 2025Q3: 1,468 shares 1,468 $247K 0.09% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,283 shares; 2024Q4: 6,583 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,643 shares 7,643 $242K 0.09% new Timeline IFRA 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: 4,505 shares; 2024Q4: 4,575 shares; 2025Q1: 4,575 shares; 2025Q2: 4,575 shares; 2025Q3: 4,575 shares 4,575 $242K 0.09% 0 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,150 shares; 2024Q4: 3,227 shares; 2025Q1: 3,125 shares; 2025Q2: 3,227 shares; 2025Q3: 3,220 shares 3,220 $236K 0.08% -7 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 951 shares 951 $235K 0.08% new 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: 4,760 shares; 2024Q4: 3,157 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,435 shares 1,435 $232K 0.08% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 378 shares 378 $230K 0.08% new 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: not reported; 2025Q1: not reported; 2025Q2: 811 shares; 2025Q3: 809 shares 809 $228K 0.08% -2 Timeline SGMOQ SANGAMO THERAPEUTICS INC More: the full row for SANGAMO 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: 72,800 shares; 2025Q1: 228,400 shares; 2025Q2: 307,800 shares; 2025Q3: 335,800 shares 335,800 $226K 0.08% +28,000 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,963 shares; 2025Q1: 4,920 shares; 2025Q2: 4,927 shares; 2025Q3: 4,991 shares 4,991 $225K 0.08% +64 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,671 shares 1,671 $224K 0.08% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 191 shares; 2025Q3: 191 shares 191 $223K 0.08% 0 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,185 shares; 2024Q4: 10,925 shares; 2025Q1: 10,930 shares; 2025Q2: 10,165 shares; 2025Q3: 10,165 shares 10,165 $221K 0.08% 0 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: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares 2,000 $221K 0.08% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,099 shares; 2024Q4: 1,244 shares; 2025Q1: 1,244 shares; 2025Q2: 1,082 shares; 2025Q3: 1,082 shares 1,082 $218K 0.08% 0 Timeline ITB 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: not reported; 2025Q3: 2,000 shares 2,000 $214K 0.08% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS 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: 514 shares 514 $213K 0.08% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,188 shares; 2024Q4: 2,190 shares; 2025Q1: 2,193 shares; 2025Q2: not reported; 2025Q3: 1,790 shares 1,790 $213K 0.08% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 604 shares 604 $206K 0.07% new Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,510 shares 1,510 $203K 0.07% new Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 750 shares; 2025Q3: 750 shares 750 $203K 0.07% 0 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 979 shares; 2025Q2: 653 shares; 2025Q3: 653 shares 653 $202K 0.07% 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: 16,796 shares; 2024Q4: 15,796 shares; 2025Q1: 14,834 shares; 2025Q2: 13,547 shares; 2025Q3: 14,231 shares 14,231 $170K 0.06% +684 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,354 shares; 2024Q4: 14,354 shares; 2025Q1: 14,065 shares; 2025Q2: 13,776 shares; 2025Q3: 13,776 shares 13,776 $169K 0.06% 0 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,892 shares; 2024Q4: 21,892 shares; 2025Q1: 18,472 shares; 2025Q2: 17,973 shares; 2025Q3: 17,973 shares 17,973 $164K 0.06% 0 Timeline NUW NUVEEN AMT-FREE MUN VALUE FD More: the full row for NUVEEN AMT-FREE MUN VALUE 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: 10,827 shares; 2025Q2: 10,847 shares; 2025Q3: 10,867 shares 10,867 $154K 0.05% +20 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,950 shares; 2024Q4: 11,950 shares; 2025Q1: 13,576 shares; 2025Q2: 12,416 shares; 2025Q3: 12,462 shares 12,462 $142K 0.05% +46 Timeline WRN WESTERN COPPER & GOLD CORP More: the full row for WESTERN COPPER & GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,600 shares; 2024Q4: 36,600 shares; 2025Q1: 44,400 shares; 2025Q2: 63,400 shares; 2025Q3: 67,900 shares 67,900 $134K 0.05% +4,500 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,736 shares; 2024Q4: 14,736 shares; 2025Q1: 14,736 shares; 2025Q2: 14,403 shares; 2025Q3: 14,403 shares 14,403 $129K 0.05% 0 Timeline TILRAY INC TILRAY INC More: the full row for TILRAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,254 shares; 2024Q4: 30,835 shares; 2025Q1: 28,835 shares; 2025Q2: 28,835 shares; 2025Q3: 28,835 shares 28,835 $49.9K 0.02% 0 QSI QUANTUM SI INC More: the full row for QUANTUM SI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,050 shares; 2024Q4: 35,050 shares; 2025Q1: 26,950 shares; 2025Q2: 26,950 shares; 2025Q3: 30,950 shares 30,950 $43.6K 0.02% +4,000 Timeline