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: 157,624 shares; 2024Q4: 153,953 shares; 2025Q1: 155,738 shares; 2025Q2: 150,041 shares; 2025Q3: 141,469 shares 141,469 $94.2M 9.06% -8,572 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: 144,507 shares; 2024Q4: 146,203 shares; 2025Q1: 145,459 shares; 2025Q2: 146,496 shares; 2025Q3: 140,237 shares 140,237 $85.9M 8.26% -6,259 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,579 shares; 2024Q4: 220,541 shares; 2025Q1: 217,843 shares; 2025Q2: 207,527 shares; 2025Q3: 202,828 shares 202,828 $51.6M 4.97% -4,699 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: 270,094 shares; 2024Q4: 251,261 shares; 2025Q1: 249,718 shares; 2025Q2: 246,638 shares; 2025Q3: 229,357 shares 229,357 $42.8M 4.12% -17,281 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: 67,610 shares; 2024Q4: 71,941 shares; 2025Q1: 74,142 shares; 2025Q2: 71,674 shares; 2025Q3: 70,185 shares 70,185 $36.4M 3.5% -1,489 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: 136,414 shares; 2024Q4: 135,707 shares; 2025Q1: 137,364 shares; 2025Q2: 137,391 shares; 2025Q3: 136,123 shares 136,123 $33.1M 3.18% -1,268 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: 101,114 shares; 2024Q4: 99,444 shares; 2025Q1: 96,631 shares; 2025Q2: 92,587 shares; 2025Q3: 90,518 shares 90,518 $28.6M 2.75% -2,069 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: 121,895 shares; 2024Q4: 120,564 shares; 2025Q1: 120,769 shares; 2025Q2: 120,347 shares; 2025Q3: 119,541 shares 119,541 $26.2M 2.52% -806 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,279 shares; 2024Q4: 76,301 shares; 2025Q1: 81,832 shares; 2025Q2: 305,470 shares; 2025Q3: 457,708 shares 457,708 $23.2M 2.23% +152,238 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: 605,532 shares; 2024Q4: 619,097 shares; 2025Q1: 515,834 shares; 2025Q2: 426,950 shares; 2025Q3: 420,716 shares 420,716 $21.1M 2.03% -6,234 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: 177,531 shares; 2024Q4: 173,851 shares; 2025Q1: 173,268 shares; 2025Q2: 173,071 shares; 2025Q3: 172,324 shares 172,324 $17.8M 1.71% -747 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: 25,618 shares; 2024Q4: 25,827 shares; 2025Q1: 24,126 shares; 2025Q2: 26,050 shares; 2025Q3: 25,919 shares 25,919 $17.3M 1.67% -131 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,079 shares; 2024Q4: 102,044 shares; 2025Q1: 181,513 shares; 2025Q2: 186,253 shares; 2025Q3: 192,482 shares 192,482 $16.8M 1.62% +6,229 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: 139,457 shares; 2024Q4: 159,114 shares; 2025Q1: 154,317 shares; 2025Q2: 157,463 shares; 2025Q3: 164,783 shares 164,783 $16.5M 1.59% +7,320 Timeline GVI 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: 68,126 shares; 2024Q4: 86,550 shares; 2025Q1: 94,754 shares; 2025Q2: 105,119 shares; 2025Q3: 144,139 shares 144,139 $15.5M 1.49% +39,020 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 134,516 shares; 2025Q1: 181,070 shares; 2025Q2: 179,352 shares; 2025Q3: 298,723 shares 298,723 $15.2M 1.46% +119,371 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: 63,001 shares; 2024Q4: 61,442 shares; 2025Q1: 60,866 shares; 2025Q2: 60,504 shares; 2025Q3: 60,470 shares 60,470 $14M 1.35% -34 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: 45,301 shares; 2024Q4: 44,376 shares; 2025Q1: 44,278 shares; 2025Q2: 39,391 shares; 2025Q3: 40,563 shares 40,563 $13.3M 1.28% +1,172 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: 57,407 shares; 2024Q4: 55,966 shares; 2025Q1: 54,237 shares; 2025Q2: 48,954 shares; 2025Q3: 47,218 shares 47,218 $13.3M 1.28% -1,736 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: 12,122 shares; 2025Q2: 11,239 shares; 2025Q3: 11,180 shares 11,180 $13M 1.25% -59 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: 40,036 shares; 2024Q4: 38,836 shares; 2025Q1: 38,972 shares; 2025Q2: 38,212 shares; 2025Q3: 38,006 shares 38,006 $13M 1.25% -206 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: 16,322 shares; 2024Q4: 16,165 shares; 2025Q1: 16,193 shares; 2025Q2: 16,874 shares; 2025Q3: 16,868 shares 16,868 $12.4M 1.19% -6 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: 13,054 shares; 2024Q4: 12,735 shares; 2025Q1: 12,658 shares; 2025Q2: 12,517 shares; 2025Q3: 12,331 shares 12,331 $11.4M 1.1% -186 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,790 shares; 2024Q4: 117,721 shares; 2025Q1: 118,230 shares; 2025Q2: 136,237 shares; 2025Q3: 146,651 shares 146,651 $9.67M 0.93% +10,414 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,069 shares; 2024Q4: 104,548 shares; 2025Q1: 103,903 shares; 2025Q2: 204,278 shares; 2025Q3: 194,162 shares 194,162 $9.52M 0.92% -10,116 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: 12,933 shares; 2024Q4: 12,734 shares; 2025Q1: 16,422 shares; 2025Q2: 15,183 shares; 2025Q3: 15,113 shares 15,113 $9.07M 0.87% -70 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,947 shares; 2024Q4: 18,400 shares; 2025Q1: 18,489 shares; 2025Q2: 18,331 shares; 2025Q3: 17,995 shares 17,995 $8.73M 0.84% -336 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: 46,616 shares; 2024Q4: 45,772 shares; 2025Q1: 45,821 shares; 2025Q2: 44,421 shares; 2025Q3: 43,922 shares 43,922 $8.71M 0.84% -499 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: 33,550 shares; 2024Q4: 33,873 shares; 2025Q1: 33,922 shares; 2025Q2: 34,110 shares; 2025Q3: 30,212 shares 30,212 $8.52M 0.82% -3,898 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: 173,394 shares; 2024Q4: 166,513 shares; 2025Q1: 166,085 shares; 2025Q2: 167,846 shares; 2025Q3: 164,758 shares 164,758 $8.5M 0.82% -3,088 Timeline IWD 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: 35,366 shares; 2024Q4: 36,210 shares; 2025Q1: 38,921 shares; 2025Q2: 39,117 shares; 2025Q3: 41,250 shares 41,250 $8.4M 0.81% +2,133 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: 11,759 shares; 2024Q4: 17,925 shares; 2025Q1: 17,525 shares; 2025Q2: 21,745 shares; 2025Q3: 21,970 shares 21,970 $8.22M 0.79% +225 Timeline DFAS 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: not reported; 2024Q4: 56,574 shares; 2025Q1: 90,187 shares; 2025Q2: 112,987 shares; 2025Q3: 119,110 shares 119,110 $8.15M 0.78% +6,123 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: 63,679 shares; 2024Q4: 62,511 shares; 2025Q1: 61,424 shares; 2025Q2: 61,024 shares; 2025Q3: 59,657 shares 59,657 $7.69M 0.74% -1,367 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: 48,732 shares; 2024Q4: 46,718 shares; 2025Q1: 44,566 shares; 2025Q2: 42,083 shares; 2025Q3: 41,441 shares 41,441 $7.68M 0.74% -642 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: 19,460 shares; 2024Q4: 19,663 shares; 2025Q1: 19,838 shares; 2025Q2: 17,982 shares; 2025Q3: 17,781 shares 17,781 $7.2M 0.69% -201 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: 39,088 shares; 2024Q4: 29,739 shares; 2025Q1: 28,590 shares; 2025Q2: 28,555 shares; 2025Q3: 28,108 shares 28,108 $7.15M 0.69% -447 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: 53,201 shares; 2024Q4: 52,884 shares; 2025Q1: 52,276 shares; 2025Q2: 46,096 shares; 2025Q3: 45,380 shares 45,380 $6.97M 0.67% -716 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: 25,475 shares; 2024Q4: 25,138 shares; 2025Q1: 26,734 shares; 2025Q2: 25,480 shares; 2025Q3: 25,129 shares 25,129 $6.12M 0.59% -351 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: 13,619 shares; 2024Q4: 13,063 shares; 2025Q1: 13,298 shares; 2025Q2: 12,957 shares; 2025Q3: 12,718 shares 12,718 $6.07M 0.58% -239 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: 64,039 shares; 2024Q4: 63,523 shares; 2025Q1: 60,028 shares; 2025Q2: 60,524 shares; 2025Q3: 59,373 shares 59,373 $5.54M 0.53% -1,151 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: 11,138 shares; 2024Q4: 11,072 shares; 2025Q1: 11,067 shares; 2025Q2: 11,298 shares; 2025Q3: 10,923 shares 10,923 $5.49M 0.53% -375 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,077 shares; 2024Q4: 23,484 shares; 2025Q1: 23,676 shares; 2025Q2: 25,184 shares; 2025Q3: 24,533 shares 24,533 $5.22M 0.5% -651 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: 96,838 shares; 2024Q4: 91,319 shares; 2025Q1: 86,461 shares; 2025Q2: 77,737 shares; 2025Q3: 74,241 shares 74,241 $5.08M 0.49% -3,496 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,835 shares; 2024Q4: 23,139 shares; 2025Q1: 23,212 shares; 2025Q2: 22,213 shares; 2025Q3: 21,294 shares 21,294 $5.05M 0.49% -919 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: 15,365 shares; 2024Q4: 15,006 shares; 2025Q1: 14,791 shares; 2025Q2: 14,657 shares; 2025Q3: 14,743 shares 14,743 $5.03M 0.48% +86 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: 41,083 shares; 2024Q4: 43,869 shares; 2025Q1: 43,669 shares; 2025Q2: 44,544 shares; 2025Q3: 46,554 shares 46,554 $4.56M 0.44% +2,010 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,182 shares; 2024Q4: 17,367 shares; 2025Q1: 17,149 shares; 2025Q2: 16,443 shares; 2025Q3: 16,382 shares 16,382 $4.49M 0.43% -61 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: 53,184 shares; 2024Q4: 49,970 shares; 2025Q1: 43,448 shares; 2025Q2: 42,710 shares; 2025Q3: 38,151 shares 38,151 $4.3M 0.41% -4,559 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,820 shares; 2024Q4: 136,483 shares; 2025Q1: 123,412 shares; 2025Q2: 63,571 shares; 2025Q3: 84,524 shares 84,524 $4.29M 0.41% +20,953 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 323,022 shares; 2024Q4: 322,404 shares; 2025Q1: 261,372 shares; 2025Q2: 225,886 shares; 2025Q3: 206,463 shares 206,463 $4.27M 0.41% -19,423 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: 17,326 shares; 2024Q4: 17,558 shares; 2025Q1: 18,212 shares; 2025Q2: 18,508 shares; 2025Q3: 19,037 shares 19,037 $4.2M 0.4% +529 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: 18,653 shares; 2024Q4: 18,796 shares; 2025Q1: 19,506 shares; 2025Q2: 17,986 shares; 2025Q3: 16,004 shares 16,004 $4.15M 0.4% -1,982 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: 3,890 shares; 2024Q4: 4,716 shares; 2025Q1: 4,580 shares; 2025Q2: 4,600 shares; 2025Q3: 4,428 shares 4,428 $4.08M 0.39% -172 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: 16,524 shares; 2024Q4: 16,381 shares; 2025Q1: 16,304 shares; 2025Q2: 16,534 shares; 2025Q3: 18,419 shares 18,419 $3.88M 0.37% +1,885 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,583 shares; 2024Q4: 16,806 shares; 2025Q1: 16,117 shares; 2025Q2: 15,808 shares; 2025Q3: 15,846 shares 15,846 $3.83M 0.37% +38 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: 17,422 shares; 2024Q4: 21,157 shares; 2025Q1: 21,085 shares; 2025Q2: 21,016 shares; 2025Q3: 21,181 shares 21,181 $3.57M 0.34% +165 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: 24,686 shares; 2025Q2: 25,667 shares; 2025Q3: 25,943 shares 25,943 $3.47M 0.33% +276 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY 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: 70,481 shares 70,481 $3.43M 0.33% 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: 12,781 shares; 2024Q4: 11,956 shares; 2025Q1: 11,999 shares; 2025Q2: 10,153 shares; 2025Q3: 10,288 shares 10,288 $3.42M 0.33% +135 Timeline SHYG 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: 77,514 shares; 2024Q4: 79,439 shares; 2025Q1: 79,851 shares; 2025Q2: 65,678 shares; 2025Q3: 78,803 shares 78,803 $3.41M 0.33% +13,125 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: 11,866 shares; 2024Q4: 11,586 shares; 2025Q1: 11,540 shares; 2025Q2: 11,728 shares; 2025Q3: 11,543 shares 11,543 $3.39M 0.33% -185 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: 14,351 shares; 2024Q4: 14,366 shares; 2025Q1: 14,121 shares; 2025Q2: 12,027 shares; 2025Q3: 12,005 shares 12,005 $3.39M 0.33% -22 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: 22,251 shares; 2024Q4: 21,925 shares; 2025Q1: 21,433 shares; 2025Q2: 21,581 shares; 2025Q3: 21,780 shares 21,780 $3.38M 0.33% +199 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,693 shares; 2024Q4: 10,949 shares; 2025Q1: 10,759 shares; 2025Q2: 10,275 shares; 2025Q3: 10,035 shares 10,035 $3.31M 0.32% -240 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,663 shares; 2024Q4: 29,754 shares; 2025Q1: 29,614 shares; 2025Q2: 26,501 shares; 2025Q3: 25,900 shares 25,900 $3.28M 0.32% -601 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,066 shares; 2024Q4: 35,591 shares; 2025Q1: 35,868 shares; 2025Q2: 35,462 shares; 2025Q3: 34,369 shares 34,369 $3.28M 0.32% -1,093 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: 15,941 shares; 2024Q4: 10,097 shares; 2025Q1: 10,195 shares; 2025Q2: 9,458 shares; 2025Q3: 35,079 shares 35,079 $3.21M 0.31% +25,621 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: 2,440 shares; 2024Q4: 2,471 shares; 2025Q1: 2,501 shares; 2025Q2: 2,540 shares; 2025Q3: 2,648 shares 2,648 $3.17M 0.31% +108 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,791 shares; 2024Q4: 115,014 shares; 2025Q1: 149,012 shares; 2025Q2: 155,316 shares; 2025Q3: 157,973 shares 157,973 $3.09M 0.3% +2,657 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: 9,138 shares; 2024Q4: 9,361 shares; 2025Q1: 9,745 shares; 2025Q2: 8,981 shares; 2025Q3: 6,588 shares 6,588 $2.93M 0.28% -2,393 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: 34,045 shares; 2024Q4: 34,873 shares; 2025Q1: 35,284 shares; 2025Q2: 37,629 shares; 2025Q3: 39,353 shares 39,353 $2.81M 0.27% +1,724 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: 8,733 shares; 2024Q4: 8,583 shares; 2025Q1: 19,734 shares; 2025Q2: 19,254 shares; 2025Q3: 19,019 shares 19,019 $2.7M 0.26% -235 Timeline MCO MOODYS CORP More: the full row for MOODYS 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: 5,399 shares; 2025Q2: 5,547 shares; 2025Q3: 5,625 shares 5,625 $2.68M 0.26% +78 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 50 shares; 2025Q1: 23 shares; 2025Q2: 23 shares; 2025Q3: 3,405 shares 3,405 $2.67M 0.26% +3,382 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,028 shares; 2024Q4: 17,619 shares; 2025Q1: 17,634 shares; 2025Q2: 16,800 shares; 2025Q3: 16,966 shares 16,966 $2.62M 0.25% +166 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,843 shares; 2024Q4: 16,649 shares; 2025Q1: 16,766 shares; 2025Q2: 16,409 shares; 2025Q3: 10,587 shares 10,587 $2.61M 0.25% -5,822 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,141 shares; 2024Q4: 14,322 shares; 2025Q1: 14,196 shares; 2025Q2: 13,791 shares; 2025Q3: 13,200 shares 13,200 $2.46M 0.24% -591 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: 25,280 shares; 2024Q4: 24,333 shares; 2025Q1: 20,625 shares; 2025Q2: 19,043 shares; 2025Q3: 17,527 shares 17,527 $2.46M 0.24% -1,516 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,697 shares; 2024Q4: 6,697 shares; 2025Q1: 6,697 shares; 2025Q2: 6,697 shares; 2025Q3: 6,697 shares 6,697 $2.45M 0.24% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,694 shares; 2024Q4: 9,320 shares; 2025Q1: 8,919 shares; 2025Q2: 8,544 shares; 2025Q3: 8,349 shares 8,349 $2.33M 0.22% -195 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: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares 3 $2.26M 0.22% 0 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: 14,135 shares; 2024Q4: 14,143 shares; 2025Q1: 13,733 shares; 2025Q2: 13,225 shares; 2025Q3: 13,385 shares 13,385 $2.24M 0.22% +160 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: 36,729 shares; 2024Q4: 36,729 shares; 2025Q1: 36,729 shares; 2025Q2: 18,904 shares; 2025Q3: 18,904 shares 18,904 $2.24M 0.22% 0 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: 11,892 shares; 2024Q4: 11,055 shares; 2025Q1: 11,206 shares; 2025Q2: 10,920 shares; 2025Q3: 10,975 shares 10,975 $2.21M 0.21% +55 Timeline IGM 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: 18,078 shares; 2024Q4: 18,078 shares; 2025Q1: 17,873 shares; 2025Q2: 17,373 shares; 2025Q3: 17,273 shares 17,273 $2.18M 0.21% -100 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: 16,231 shares; 2024Q4: 17,000 shares; 2025Q1: 15,530 shares; 2025Q2: 15,457 shares; 2025Q3: 14,884 shares 14,884 $2.1M 0.2% -573 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: 7,555 shares; 2024Q4: 7,355 shares; 2025Q1: 7,346 shares; 2025Q2: 7,315 shares; 2025Q3: 7,588 shares 7,588 $1.98M 0.19% +273 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,538 shares; 2024Q4: 41,086 shares; 2025Q1: 46,186 shares; 2025Q2: 46,186 shares; 2025Q3: 99,687 shares 99,687 $1.96M 0.19% +53,501 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,520 shares; 2024Q4: 15,552 shares; 2025Q1: 14,926 shares; 2025Q2: 15,487 shares; 2025Q3: 15,487 shares 15,487 $1.87M 0.18% 0 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: 48,402 shares; 2024Q4: 43,790 shares; 2025Q1: 41,545 shares; 2025Q2: 41,219 shares; 2025Q3: 42,401 shares 42,401 $1.86M 0.18% +1,182 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,847 shares; 2024Q4: 6,633 shares; 2025Q1: 6,436 shares; 2025Q2: 6,436 shares; 2025Q3: 6,110 shares 6,110 $1.86M 0.18% -326 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: 4,784 shares; 2024Q4: 5,494 shares; 2025Q1: 5,474 shares; 2025Q2: 5,524 shares; 2025Q3: 5,524 shares 5,524 $1.84M 0.18% 0 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: 15,409 shares; 2024Q4: 41,007 shares; 2025Q1: 43,007 shares; 2025Q2: 34,096 shares; 2025Q3: 34,966 shares 34,966 $1.79M 0.17% +870 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: 23,133 shares; 2024Q4: 17,087 shares; 2025Q1: 16,564 shares; 2025Q2: 16,259 shares; 2025Q3: 14,986 shares 14,986 $1.72M 0.17% -1,273 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: 2,131 shares; 2024Q4: 1,785 shares; 2025Q1: 1,785 shares; 2025Q2: 1,785 shares; 2025Q3: 39,273 shares 39,273 $1.63M 0.16% +37,488 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: 11,751 shares; 2024Q4: 11,921 shares; 2025Q1: 11,643 shares; 2025Q2: 11,784 shares; 2025Q3: 11,825 shares 11,825 $1.58M 0.15% +41 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: 7,586 shares; 2024Q4: 2,381 shares; 2025Q1: 21,470 shares; 2025Q2: 21,010 shares; 2025Q3: 20,647 shares 20,647 $1.54M 0.15% -363 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: 3,352 shares; 2024Q4: 3,329 shares; 2025Q1: 3,329 shares; 2025Q2: 3,329 shares; 2025Q3: 3,329 shares 3,329 $1.52M 0.15% 0 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: 1,955 shares; 2024Q4: 2,097 shares; 2025Q1: 2,057 shares; 2025Q2: 2,084 shares; 2025Q3: 1,989 shares 1,989 $1.52M 0.15% -95 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: 21,942 shares; 2024Q4: 21,904 shares; 2025Q1: 20,971 shares; 2025Q2: 17,975 shares; 2025Q3: 17,538 shares 17,538 $1.47M 0.14% -437 Timeline IWR 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: 17,449 shares; 2024Q4: 16,923 shares; 2025Q1: 14,747 shares; 2025Q2: 15,227 shares; 2025Q3: 15,227 shares 15,227 $1.47M 0.14% 0 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: 22,384 shares; 2024Q4: 21,712 shares; 2025Q1: 21,606 shares; 2025Q2: 16,381 shares; 2025Q3: 14,757 shares 14,757 $1.41M 0.14% -1,624 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: 4,957 shares; 2024Q4: 5,020 shares; 2025Q1: 4,906 shares; 2025Q2: 5,049 shares; 2025Q3: 4,832 shares 4,832 $1.36M 0.13% -217 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,154 shares; 2024Q4: 25,554 shares; 2025Q1: 24,954 shares; 2025Q2: 14,854 shares; 2025Q3: 14,854 shares 14,854 $1.22M 0.12% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,198 shares; 2024Q4: 4,176 shares; 2025Q1: 4,176 shares; 2025Q2: 4,237 shares; 2025Q3: 4,160 shares 4,160 $1.2M 0.12% -77 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: 5,776 shares; 2024Q4: 5,538 shares; 2025Q1: 5,538 shares; 2025Q2: 5,458 shares; 2025Q3: 5,439 shares 5,439 $1.17M 0.11% -19 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,970 shares; 2024Q4: 17,970 shares; 2025Q1: 17,970 shares; 2025Q2: 17,970 shares; 2025Q3: 17,970 shares 17,970 $1.17M 0.11% 0 Timeline TOTL 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: 42,687 shares; 2024Q4: 40,339 shares; 2025Q1: 32,121 shares; 2025Q2: 28,726 shares; 2025Q3: 28,756 shares 28,756 $1.17M 0.11% +30 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: 3,814 shares; 2024Q4: 3,811 shares; 2025Q1: 3,776 shares; 2025Q2: 3,751 shares; 2025Q3: 3,907 shares 3,907 $1.1M 0.11% +156 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: 21,507 shares; 2024Q4: 21,325 shares; 2025Q1: 20,960 shares; 2025Q2: 20,960 shares; 2025Q3: 20,504 shares 20,504 $1.09M 0.11% -456 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 9,952 shares; 2025Q2: 9,952 shares; 2025Q3: 9,952 shares 9,952 $1.06M 0.1% 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: 14,489 shares; 2024Q4: 14,498 shares; 2025Q1: 13,898 shares; 2025Q2: 13,676 shares; 2025Q3: 13,767 shares 13,767 $1.04M 0.1% +91 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,774 shares; 2024Q4: 49,904 shares; 2025Q1: 48,679 shares; 2025Q2: 41,999 shares; 2025Q3: 41,999 shares 41,999 $1.03M 0.1% 0 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: 1,136 shares; 2024Q4: 1,171 shares; 2025Q1: 1,171 shares; 2025Q2: 1,995 shares; 2025Q3: 2,139 shares 2,139 $1.03M 0.1% +144 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: 1,906 shares; 2024Q4: 1,906 shares; 2025Q1: 1,906 shares; 2025Q2: 1,967 shares; 2025Q3: 1,967 shares 1,967 $981K 0.09% 0 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: 35,338 shares; 2024Q4: 35,707 shares; 2025Q1: 35,573 shares; 2025Q2: 34,624 shares; 2025Q3: 34,624 shares 34,624 $978K 0.09% 0 Timeline BANK OF AMER CORP 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: 758 shares; 2024Q4: 748 shares; 2025Q1: 748 shares; 2025Q2: 748 shares; 2025Q3: 748 shares 748 $957K 0.09% 0 JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,816 shares; 2024Q4: 11,816 shares; 2025Q1: 11,816 shares; 2025Q2: 18,294 shares; 2025Q3: 18,294 shares 18,294 $934K 0.09% 0 Timeline IBB 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: 7,064 shares; 2024Q4: 6,414 shares; 2025Q1: 6,414 shares; 2025Q2: 6,414 shares; 2025Q3: 6,414 shares 6,414 $926K 0.09% 0 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: 2,850 shares; 2024Q4: 2,850 shares; 2025Q1: 2,850 shares; 2025Q2: 2,850 shares; 2025Q3: 2,850 shares 2,850 $883K 0.08% 0 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,548 shares; 2024Q4: 10,904 shares; 2025Q1: 10,368 shares; 2025Q2: 10,225 shares; 2025Q3: 8,954 shares 8,954 $876K 0.08% -1,271 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: 12,627 shares; 2024Q4: 12,627 shares; 2025Q1: 12,627 shares; 2025Q2: 12,627 shares; 2025Q3: 10,244 shares 10,244 $867K 0.08% -2,383 Timeline EUSA 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: not reported; 2024Q4: 5,674 shares; 2025Q1: 6,045 shares; 2025Q2: 8,034 shares; 2025Q3: 8,384 shares 8,384 $863K 0.08% +350 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: 9,888 shares; 2024Q4: 10,319 shares; 2025Q1: 10,319 shares; 2025Q2: 10,499 shares; 2025Q3: 10,092 shares 10,092 $846K 0.08% -407 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,885 shares; 2024Q4: 14,785 shares; 2025Q1: 15,035 shares; 2025Q2: 14,984 shares; 2025Q3: 14,810 shares 14,810 $798K 0.08% -174 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: 21,937 shares; 2024Q4: 21,754 shares; 2025Q1: 19,574 shares; 2025Q2: 19,119 shares; 2025Q3: 17,614 shares 17,614 $794K 0.08% -1,505 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 374 shares; 2024Q4: 336 shares; 2025Q1: 370 shares; 2025Q2: 550 shares; 2025Q3: 784 shares 784 $759K 0.07% +234 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: 11,590 shares; 2024Q4: 34,770 shares; 2025Q1: 34,770 shares; 2025Q2: 34,770 shares; 2025Q3: 27,441 shares 27,441 $749K 0.07% -7,329 Timeline AGGY 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: not reported; 2024Q4: 16,911 shares; 2025Q1: 16,911 shares; 2025Q2: 16,911 shares; 2025Q3: 16,911 shares 16,911 $749K 0.07% 0 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: 57,310 shares; 2024Q4: 54,133 shares; 2025Q1: 38,214 shares; 2025Q2: 32,806 shares; 2025Q3: 29,336 shares 29,336 $747K 0.07% -3,470 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,664 shares; 2024Q4: 11,664 shares; 2025Q1: 11,562 shares; 2025Q2: 11,038 shares; 2025Q3: 10,923 shares 10,923 $733K 0.07% -115 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,583 shares; 2024Q4: 6,547 shares; 2025Q1: 6,127 shares; 2025Q2: 2,909 shares; 2025Q3: 2,909 shares 2,909 $731K 0.07% 0 Timeline MEAR 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: 58,640 shares; 2024Q4: 58,640 shares; 2025Q1: 24,016 shares; 2025Q2: 24,016 shares; 2025Q3: 14,016 shares 14,016 $708K 0.07% -10,000 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: 2,374 shares; 2024Q4: 2,374 shares; 2025Q1: 2,149 shares; 2025Q2: 2,244 shares; 2025Q3: 2,231 shares 2,231 $686K 0.07% -13 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: 10,366 shares; 2024Q4: 10,148 shares; 2025Q1: 10,148 shares; 2025Q2: 10,148 shares; 2025Q3: 10,248 shares 10,248 $680K 0.07% +100 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,155 shares; 2024Q4: 5,155 shares; 2025Q1: 5,155 shares; 2025Q2: 5,155 shares; 2025Q3: 5,155 shares 5,155 $666K 0.06% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,718 shares; 2024Q4: 1,618 shares; 2025Q1: 1,425 shares; 2025Q2: 1,324 shares; 2025Q3: 1,164 shares 1,164 $662K 0.06% -160 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: 4,235 shares; 2024Q4: 4,687 shares; 2025Q1: 4,687 shares; 2025Q2: 4,501 shares; 2025Q3: 4,574 shares 4,574 $661K 0.06% +73 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: 1,638 shares; 2024Q4: 1,430 shares; 2025Q1: 1,430 shares; 2025Q2: 1,358 shares; 2025Q3: 1,358 shares 1,358 $636K 0.06% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 469 shares; 2024Q4: 619 shares; 2025Q1: 687 shares; 2025Q2: 761 shares; 2025Q3: 796 shares 796 $634K 0.06% +35 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,566 shares; 2024Q4: 10,045 shares; 2025Q1: 10,045 shares; 2025Q2: 8,045 shares; 2025Q3: 6,991 shares 6,991 $633K 0.06% -1,054 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,466 shares; 2024Q4: 2,567 shares; 2025Q1: 2,475 shares; 2025Q2: 2,141 shares; 2025Q3: 2,107 shares 2,107 $619K 0.06% -34 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 460 shares; 2024Q4: 460 shares; 2025Q1: 460 shares; 2025Q2: 460 shares; 2025Q3: 460 shares 460 $606K 0.06% 0 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,568 shares; 2024Q4: 1,568 shares; 2025Q1: 1,493 shares; 2025Q2: 1,493 shares; 2025Q3: 1,493 shares 1,493 $604K 0.06% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,915 shares; 2024Q4: 3,915 shares; 2025Q1: 3,915 shares; 2025Q2: 3,915 shares; 2025Q3: 3,883 shares 3,883 $603K 0.06% -32 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: 2,049 shares; 2024Q4: 1,975 shares; 2025Q1: 1,929 shares; 2025Q2: 1,970 shares; 2025Q3: 1,970 shares 1,970 $593K 0.06% 0 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: 3,347 shares; 2024Q4: 4,323 shares; 2025Q1: 4,323 shares; 2025Q2: 3,932 shares; 2025Q3: 3,707 shares 3,707 $589K 0.06% -225 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,566 shares; 2024Q4: 16,207 shares; 2025Q1: 16,207 shares; 2025Q2: 16,636 shares; 2025Q3: 10,859 shares 10,859 $588K 0.06% -5,777 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,277 shares; 2024Q4: 7,831 shares; 2025Q1: 7,506 shares; 2025Q2: 7,184 shares; 2025Q3: 7,184 shares 7,184 $583K 0.06% 0 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: 5,291 shares; 2024Q4: 5,317 shares; 2025Q1: 5,317 shares; 2025Q2: 5,887 shares; 2025Q3: 6,067 shares 6,067 $577K 0.06% +180 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,136 shares; 2024Q4: 11,619 shares; 2025Q1: 11,419 shares; 2025Q2: 12,352 shares; 2025Q3: 9,146 shares 9,146 $548K 0.05% -3,206 Timeline XSOE 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: 16,345 shares; 2024Q4: 16,345 shares; 2025Q1: 13,740 shares; 2025Q2: 13,740 shares; 2025Q3: 14,345 shares 14,345 $544K 0.05% +605 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,805 shares; 2024Q4: 2,343 shares; 2025Q1: 2,040 shares; 2025Q2: 1,965 shares; 2025Q3: 1,875 shares 1,875 $538K 0.05% -90 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: 1,210 shares; 2024Q4: 1,210 shares; 2025Q1: 1,485 shares; 2025Q2: 1,285 shares; 2025Q3: 1,495 shares 1,495 $531K 0.05% +210 Timeline VSGX 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: 7,625 shares; 2024Q4: 7,625 shares; 2025Q1: 7,625 shares; 2025Q2: 7,625 shares; 2025Q3: 7,625 shares 7,625 $529K 0.05% 0 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,532 shares; 2024Q4: 8,807 shares; 2025Q1: 8,807 shares; 2025Q2: 8,807 shares; 2025Q3: 8,807 shares 8,807 $523K 0.05% 0 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: 3,845 shares; 2024Q4: 3,615 shares; 2025Q1: 3,550 shares; 2025Q2: 2,343 shares; 2025Q3: 2,151 shares 2,151 $508K 0.05% -192 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,311 shares; 2024Q4: 7,280 shares; 2025Q1: 6,433 shares; 2025Q2: 5,488 shares; 2025Q3: 4,766 shares 4,766 $508K 0.05% -722 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: 1,037 shares; 2024Q4: 1,071 shares; 2025Q1: 1,037 shares; 2025Q2: 1,052 shares; 2025Q3: 1,032 shares 1,032 $490K 0.05% -20 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,017 shares; 2024Q4: 6,017 shares; 2025Q1: 6,017 shares; 2025Q2: 6,023 shares; 2025Q3: 6,150 shares 6,150 $485K 0.05% +127 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: 205 shares; 2024Q4: 545 shares; 2025Q1: 545 shares; 2025Q2: 827 shares; 2025Q3: 946 shares 946 $464K 0.04% +119 Timeline SHAG 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: 9,759 shares; 2024Q4: 10,533 shares; 2025Q1: 10,720 shares; 2025Q2: 11,345 shares; 2025Q3: 9,611 shares 9,611 $461K 0.04% -1,734 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: 79 shares; 2024Q4: 82 shares; 2025Q1: 77 shares; 2025Q2: 85 shares; 2025Q3: 85 shares 85 $459K 0.04% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,922 shares; 2024Q4: 13,190 shares; 2025Q1: 8,382 shares; 2025Q2: 6,871 shares; 2025Q3: 6,080 shares 6,080 $458K 0.04% -791 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,855 shares; 2024Q4: 7,071 shares; 2025Q1: 7,163 shares; 2025Q2: 2,423 shares; 2025Q3: 2,405 shares 2,405 $450K 0.04% -18 Timeline AAXJ 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: 4,938 shares; 2024Q4: 4,836 shares; 2025Q1: 4,795 shares; 2025Q2: 4,795 shares; 2025Q3: 4,795 shares 4,795 $437K 0.04% 0 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: 9,614 shares; 2024Q4: 9,614 shares; 2025Q1: 9,404 shares; 2025Q2: 7,661 shares; 2025Q3: 7,081 shares 7,081 $423K 0.04% -580 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: 1,316 shares; 2024Q4: 1,166 shares; 2025Q1: 1,166 shares; 2025Q2: 1,166 shares; 2025Q3: 2,226 shares 2,226 $422K 0.04% +1,060 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: 2,712 shares; 2024Q4: 2,712 shares; 2025Q1: 2,712 shares; 2025Q2: 2,638 shares; 2025Q3: 2,528 shares 2,528 $410K 0.04% -110 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: 1,707 shares; 2024Q4: 1,707 shares; 2025Q1: 1,707 shares; 2025Q2: 1,657 shares; 2025Q3: 1,657 shares 1,657 $391K 0.04% 0 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,920 shares; 2024Q4: 6,920 shares; 2025Q1: 6,920 shares; 2025Q2: 6,125 shares; 2025Q3: 5,685 shares 5,685 $384K 0.04% -440 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: 7,659 shares; 2024Q4: 7,659 shares; 2025Q1: 7,659 shares; 2025Q2: 7,659 shares; 2025Q3: 8,289 shares 8,289 $369K 0.04% +630 Timeline EEMV 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: 5,672 shares; 2024Q4: 5,672 shares; 2025Q1: 5,672 shares; 2025Q2: 5,672 shares; 2025Q3: 5,672 shares 5,672 $362K 0.03% 0 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,625 shares; 2024Q4: 6,625 shares; 2025Q1: 6,625 shares; 2025Q2: 6,625 shares; 2025Q3: 6,625 shares 6,625 $350K 0.03% 0 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: 10,900 shares; 2024Q4: 12,064 shares; 2025Q1: 11,886 shares; 2025Q2: 11,086 shares; 2025Q3: 10,411 shares 10,411 $349K 0.03% -675 Timeline AIVL 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: 3,950 shares; 2024Q4: 3,950 shares; 2025Q1: 3,500 shares; 2025Q2: 3,030 shares; 2025Q3: 3,030 shares 3,030 $346K 0.03% 0 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: 2,640 shares; 2024Q4: 2,640 shares; 2025Q1: 2,640 shares; 2025Q2: 2,598 shares; 2025Q3: 2,598 shares 2,598 $341K 0.03% 0 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,442 shares; 2024Q4: 13,477 shares; 2025Q1: 13,477 shares; 2025Q2: 11,772 shares; 2025Q3: 14,411 shares 14,411 $340K 0.03% +2,639 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: 1,911 shares; 2024Q4: 1,982 shares; 2025Q1: 1,756 shares; 2025Q2: 1,358 shares; 2025Q3: 984 shares 984 $340K 0.03% -374 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: 3,081 shares; 2024Q4: 2,841 shares; 2025Q1: 2,841 shares; 2025Q2: 2,841 shares; 2025Q3: 2,841 shares 2,841 $338K 0.03% 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: 405 shares; 2024Q4: 405 shares; 2025Q1: 405 shares; 2025Q2: 405 shares; 2025Q3: 405 shares 405 $313K 0.03% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,690 shares; 2025Q3: 11,505 shares 11,505 $303K 0.03% -1,185 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: 4,901 shares; 2024Q4: 4,901 shares; 2025Q1: 39,637 shares; 2025Q2: 29,706 shares; 2025Q3: 5,460 shares 5,460 $303K 0.03% -24,246 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: 530 shares; 2024Q4: 404 shares; 2025Q1: 404 shares; 2025Q2: 404 shares; 2025Q3: 404 shares 404 $302K 0.03% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,203 shares; 2024Q4: 1,203 shares; 2025Q1: 1,203 shares; 2025Q2: 1,203 shares; 2025Q3: 2,712 shares 2,712 $300K 0.03% +1,509 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,333 shares; 2024Q4: 2,333 shares; 2025Q1: 2,289 shares; 2025Q2: 2,289 shares; 2025Q3: 2,289 shares 2,289 $299K 0.03% 0 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: 321 shares; 2024Q4: 393 shares; 2025Q1: 393 shares; 2025Q2: 663 shares; 2025Q3: 663 shares 663 $297K 0.03% 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: 1,836 shares; 2024Q4: 1,931 shares; 2025Q1: 1,836 shares; 2025Q2: 1,671 shares; 2025Q3: 1,581 shares 1,581 $290K 0.03% -90 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: 2,611 shares; 2024Q4: 2,611 shares; 2025Q1: 2,611 shares; 2025Q2: 2,611 shares; 2025Q3: 2,611 shares 2,611 $284K 0.03% 0 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: 4,725 shares; 2024Q4: 4,725 shares; 2025Q1: 4,725 shares; 2025Q2: 4,301 shares; 2025Q3: 4,301 shares 4,301 $284K 0.03% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,504 shares; 2024Q4: 4,746 shares; 2025Q1: 5,104 shares; 2025Q2: 5,329 shares; 2025Q3: 5,329 shares 5,329 $283K 0.03% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,824 shares; 2024Q4: 2,824 shares; 2025Q1: 2,824 shares; 2025Q2: 2,382 shares; 2025Q3: 2,382 shares 2,382 $276K 0.03% 0 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: 11,302 shares; 2024Q4: 11,302 shares; 2025Q1: 10,504 shares; 2025Q2: 10,809 shares; 2025Q3: 8,782 shares 8,782 $276K 0.03% -2,027 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,618 shares; 2024Q4: 1,618 shares; 2025Q1: 1,618 shares; 2025Q2: 1,618 shares; 2025Q3: 1,618 shares 1,618 $274K 0.03% 0 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: 62,884 shares; 2024Q4: 57,294 shares; 2025Q1: 6,041 shares; 2025Q2: 6,487 shares; 2025Q3: 2,982 shares 2,982 $274K 0.03% -3,505 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,894 shares; 2024Q4: 1,954 shares; 2025Q1: 2,210 shares; 2025Q2: 2,100 shares; 2025Q3: 1,959 shares 1,959 $273K 0.03% -141 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: 11,059 shares; 2024Q4: 7,459 shares; 2025Q1: 7,459 shares; 2025Q2: 7,459 shares; 2025Q3: 7,459 shares 7,459 $273K 0.03% 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: 1,741 shares; 2024Q4: 1,282 shares; 2025Q1: 1,282 shares; 2025Q2: 1,252 shares; 2025Q3: 1,252 shares 1,252 $270K 0.03% 0 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,115 shares; 2024Q4: 3,145 shares; 2025Q1: 3,145 shares; 2025Q2: 2,975 shares; 2025Q3: 2,975 shares 2,975 $264K 0.03% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,950 shares; 2024Q4: 1,880 shares; 2025Q1: 1,880 shares; 2025Q2: 1,880 shares; 2025Q3: 1,880 shares 1,880 $263K 0.03% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,106 shares; 2024Q4: 11,548 shares; 2025Q1: 2,779 shares; 2025Q2: 2,416 shares; 2025Q3: 2,451 shares 2,451 $254K 0.02% +35 Timeline DHS 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: 2,510 shares; 2024Q4: 2,510 shares; 2025Q1: 2,510 shares; 2025Q2: 2,510 shares; 2025Q3: 2,510 shares 2,510 $253K 0.02% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,997 shares; 2024Q4: 2,104 shares; 2025Q1: 1,347 shares; 2025Q2: 1,556 shares; 2025Q3: 1,556 shares 1,556 $252K 0.02% 0 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: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares 3,000 $250K 0.02% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 898 shares; 2024Q4: 1,198 shares; 2025Q1: 1,198 shares; 2025Q2: 1,198 shares; 2025Q3: 1,198 shares 1,198 $247K 0.02% 0 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: 442 shares; 2024Q4: 403 shares; 2025Q1: 392 shares; 2025Q2: 402 shares; 2025Q3: 402 shares 402 $247K 0.02% 0 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: 1,365 shares; 2024Q4: 1,365 shares; 2025Q1: 1,365 shares; 2025Q2: 1,277 shares; 2025Q3: 1,137 shares 1,137 $233K 0.02% -140 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,325 shares; 2024Q4: 4,404 shares; 2025Q1: 3,429 shares; 2025Q2: 2,618 shares; 2025Q3: 2,618 shares 2,618 $231K 0.02% 0 Timeline SMH 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: 693 shares; 2024Q4: 693 shares; 2025Q1: 792 shares; 2025Q2: 792 shares; 2025Q3: 693 shares 693 $226K 0.02% -99 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,333 shares; 2024Q4: 1,333 shares; 2025Q1: 1,333 shares; 2025Q2: 1,333 shares; 2025Q3: 1,333 shares 1,333 $222K 0.02% 0 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,160 shares; 2024Q4: 5,520 shares; 2025Q1: 5,520 shares; 2025Q2: 4,875 shares; 2025Q3: 9,125 shares 9,125 $216K 0.02% +4,250 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: 2,126 shares; 2024Q4: 2,126 shares; 2025Q1: 2,516 shares; 2025Q2: 2,536 shares; 2025Q3: 2,556 shares 2,556 $212K 0.02% +20 Timeline TIP 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: 2,032 shares; 2024Q4: 2,032 shares; 2025Q1: 2,032 shares; 2025Q2: 1,916 shares; 2025Q3: 1,906 shares 1,906 $212K 0.02% -10 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: 508 shares; 2024Q4: 1,167 shares; 2025Q1: 960 shares; 2025Q2: 1,069 shares; 2025Q3: 1,011 shares 1,011 $206K 0.02% -58 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: 4,405 shares; 2024Q4: 4,526 shares; 2025Q1: 4,526 shares; 2025Q2: 4,526 shares; 2025Q3: 4,526 shares 4,526 $205K 0.02% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222 shares; 2024Q4: 254 shares; 2025Q1: 254 shares; 2025Q2: 268 shares; 2025Q3: 268 shares 268 $203K 0.02% 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: 6,505 shares; 2024Q4: 6,389 shares; 2025Q1: 6,025 shares; 2025Q2: 2,185 shares; 2025Q3: 2,185 shares 2,185 $196K 0.02% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 359 shares; 2024Q4: 359 shares; 2025Q1: 307 shares; 2025Q2: 394 shares; 2025Q3: 394 shares 394 $194K 0.02% 0 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: 1,133 shares; 2024Q4: 1,133 shares; 2025Q1: 1,133 shares; 2025Q2: 1,133 shares; 2025Q3: 1,133 shares 1,133 $193K 0.02% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,508 shares; 2024Q4: 4,519 shares; 2025Q1: 4,028 shares; 2025Q2: 3,383 shares; 2025Q3: 3,069 shares 3,069 $192K 0.02% -314 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: 3,584 shares; 2024Q4: 3,584 shares; 2025Q1: 3,584 shares; 2025Q2: 3,526 shares; 2025Q3: 3,526 shares 3,526 $191K 0.02% 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: 2,612 shares; 2024Q4: 2,912 shares; 2025Q1: 2,298 shares; 2025Q2: 2,298 shares; 2025Q3: 2,298 shares 2,298 $189K 0.02% 0 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: 1,371 shares; 2024Q4: 1,321 shares; 2025Q1: 1,230 shares; 2025Q2: 1,230 shares; 2025Q3: 1,230 shares 1,230 $187K 0.02% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares 2,000 $186K 0.02% 0 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,530 shares; 2024Q4: 18,530 shares; 2025Q1: 18,530 shares; 2025Q2: 18,530 shares; 2025Q3: 18,530 shares 18,530 $185K 0.02% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 242 shares; 2025Q1: 588 shares; 2025Q2: 966 shares; 2025Q3: 1,016 shares 1,016 $185K 0.02% +50 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,023 shares; 2024Q4: 1,023 shares; 2025Q1: 1,023 shares; 2025Q2: 1,023 shares; 2025Q3: 1,023 shares 1,023 $183K 0.02% 0 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares 1,400 $182K 0.02% 0 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares 500 $175K 0.02% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,808 shares; 2024Q4: 1,822 shares; 2025Q1: 1,822 shares; 2025Q2: 1,815 shares; 2025Q3: 1,746 shares 1,746 $170K 0.02% -69 Timeline AVT AVNET INC More: the full row for AVNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,140 shares; 2024Q4: 3,140 shares; 2025Q1: 3,140 shares; 2025Q2: 3,140 shares; 2025Q3: 3,140 shares 3,140 $164K 0.02% 0 Timeline INDY 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: 2,175 shares; 2024Q4: 2,560 shares; 2025Q1: 2,560 shares; 2025Q2: 2,560 shares; 2025Q3: 3,085 shares 3,085 $157K 0.02% +525 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: 371 shares; 2024Q4: 371 shares; 2025Q1: 371 shares; 2025Q2: 371 shares; 2025Q3: 371 shares 371 $157K 0.02% 0 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: 12,588 shares; 2024Q4: 12,588 shares; 2025Q1: 12,588 shares; 2025Q2: 12,588 shares; 2025Q3: 12,588 shares 12,588 $155K 0.01% 0 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,241 shares; 2024Q4: 1,823 shares; 2025Q1: 1,823 shares; 2025Q2: 1,823 shares; 2025Q3: 1,823 shares 1,823 $149K 0.01% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares 1,200 $148K 0.01% 0 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: 400 shares; 2024Q4: 520 shares; 2025Q1: 520 shares; 2025Q2: 520 shares; 2025Q3: 460 shares 460 $148K 0.01% -60 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: 1,295 shares; 2024Q4: 1,295 shares; 2025Q1: 1,295 shares; 2025Q2: 1,295 shares; 2025Q3: 1,295 shares 1,295 $147K 0.01% 0 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: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares 2,000 $146K 0.01% 0 Timeline EEMA 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: 235 shares; 2024Q4: 706 shares; 2025Q1: 1,131 shares; 2025Q2: 1,229 shares; 2025Q3: 1,582 shares 1,582 $145K 0.01% +353 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: 1,591 shares; 2024Q4: 1,448 shares; 2025Q1: 1,448 shares; 2025Q2: 1,142 shares; 2025Q3: 1,113 shares 1,113 $145K 0.01% -29 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares 1,200 $144K 0.01% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 274 shares; 2024Q4: 274 shares; 2025Q1: 274 shares; 2025Q2: 274 shares; 2025Q3: 286 shares 286 $139K 0.01% +12 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: 1,059 shares; 2024Q4: 1,059 shares; 2025Q1: 1,059 shares; 2025Q2: 1,059 shares; 2025Q3: 1,121 shares 1,121 $139K 0.01% +62 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 490 shares; 2024Q4: 490 shares; 2025Q1: 1,041 shares; 2025Q2: 1,115 shares; 2025Q3: 1,165 shares 1,165 $138K 0.01% +50 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: 670 shares; 2024Q4: 670 shares; 2025Q1: 1,070 shares; 2025Q2: 1,620 shares; 2025Q3: 1,720 shares 1,720 $137K 0.01% +100 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: 2,335 shares; 2024Q4: 2,335 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares 2,100 $137K 0.01% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 459 shares; 2024Q4: 459 shares; 2025Q1: 459 shares; 2025Q2: 427 shares; 2025Q3: 427 shares 427 $137K 0.01% 0 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: 368 shares; 2024Q4: 323 shares; 2025Q1: 323 shares; 2025Q2: 441 shares; 2025Q3: 441 shares 441 $135K 0.01% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 920 shares; 2024Q4: 920 shares; 2025Q1: 920 shares; 2025Q2: 870 shares; 2025Q3: 650 shares 650 $133K 0.01% -220 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: 967 shares; 2024Q4: 967 shares; 2025Q1: 967 shares; 2025Q2: 1,187 shares; 2025Q3: 1,187 shares 1,187 $132K 0.01% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,235 shares; 2024Q4: 5,011 shares; 2025Q1: 3,651 shares; 2025Q2: 2,946 shares; 2025Q3: 980 shares 980 $132K 0.01% -1,966 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: 1,594 shares; 2024Q4: 1,594 shares; 2025Q1: 1,594 shares; 2025Q2: 1,575 shares; 2025Q3: 1,642 shares 1,642 $131K 0.01% +67 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: 7,960 shares; 2024Q4: 2,055 shares; 2025Q1: 2,208 shares; 2025Q2: 1,439 shares; 2025Q3: 1,464 shares 1,464 $131K 0.01% +25 Timeline IJK 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: 1,352 shares; 2025Q3: 1,352 shares 1,352 $130K 0.01% 0 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: not reported; 2025Q2: 880 shares; 2025Q3: 880 shares 880 $128K 0.01% 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: 276 shares; 2024Q4: 276 shares; 2025Q1: 246 shares; 2025Q2: 246 shares; 2025Q3: 255 shares 255 $127K 0.01% +9 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 995 shares; 2024Q4: 995 shares; 2025Q1: 995 shares; 2025Q2: 995 shares; 2025Q3: 900 shares 900 $127K 0.01% -95 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: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares 700 $125K 0.01% 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: 941 shares; 2024Q4: 941 shares; 2025Q1: 836 shares; 2025Q2: 836 shares; 2025Q3: 636 shares 636 $122K 0.01% -200 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: 6,367 shares; 2024Q4: 7,302 shares; 2025Q1: 6,302 shares; 2025Q2: 5,852 shares; 2025Q3: 3,852 shares 3,852 $122K 0.01% -2,000 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: 1,388 shares; 2024Q4: 1,773 shares; 2025Q1: 1,411 shares; 2025Q2: 1,334 shares; 2025Q3: 1,284 shares 1,284 $121K 0.01% -50 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 313 shares; 2024Q4: 313 shares; 2025Q1: 486 shares; 2025Q2: 486 shares; 2025Q3: 504 shares 504 $121K 0.01% +18 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 826 shares; 2024Q4: 826 shares; 2025Q1: 826 shares; 2025Q2: 720 shares; 2025Q3: 720 shares 720 $120K 0.01% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,654 shares; 2024Q4: 1,654 shares; 2025Q1: 1,593 shares; 2025Q2: 1,318 shares; 2025Q3: 1,308 shares 1,308 $120K 0.01% -10 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: 2,596 shares; 2024Q4: 2,364 shares; 2025Q1: 2,052 shares; 2025Q2: 2,052 shares; 2025Q3: 1,762 shares 1,762 $118K 0.01% -290 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 450 shares; 2025Q3: 450 shares 450 $117K 0.01% 0 Timeline PBE 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: 1,670 shares; 2024Q4: 1,670 shares; 2025Q1: 1,670 shares; 2025Q2: 1,670 shares; 2025Q3: 1,670 shares 1,670 $117K 0.01% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196 shares; 2024Q4: 255 shares; 2025Q1: 255 shares; 2025Q2: 272 shares; 2025Q3: 255 shares 255 $117K 0.01% -17 Timeline APTV APTIV PLC More: the full row for APTIV PLC 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: 1,798 shares; 2025Q2: 1,748 shares; 2025Q3: 1,328 shares 1,328 $114K 0.01% -420 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares 2,000 $114K 0.01% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,413 shares; 2024Q4: 1,613 shares; 2025Q1: 1,413 shares; 2025Q2: 1,394 shares; 2025Q3: 894 shares 894 $111K 0.01% -500 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,528 shares; 2024Q4: 2,696 shares; 2025Q1: 2,523 shares; 2025Q2: 2,238 shares; 2025Q3: 2,238 shares 2,238 $110K 0.01% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,850 shares; 2024Q4: 6,850 shares; 2025Q1: 3,545 shares; 2025Q2: 3,080 shares; 2025Q3: 3,080 shares 3,080 $109K 0.01% 0 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,266 shares; 2024Q4: 3,214 shares; 2025Q1: 3,214 shares; 2025Q2: 3,214 shares; 2025Q3: 1,830 shares 1,830 $108K 0.01% -1,384 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: 1,277 shares; 2024Q4: 1,157 shares; 2025Q1: 1,157 shares; 2025Q2: 1,157 shares; 2025Q3: 641 shares 641 $107K 0.01% -516 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: 532 shares; 2024Q4: 431 shares; 2025Q1: 431 shares; 2025Q2: 431 shares; 2025Q3: 431 shares 431 $106K 0.01% 0 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: 1,477 shares; 2024Q4: 1,412 shares; 2025Q1: 1,318 shares; 2025Q2: 1,568 shares; 2025Q3: 1,514 shares 1,514 $106K 0.01% -54 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares 5,000 $103K 0.01% 0 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275 shares; 2024Q4: 275 shares; 2025Q1: 275 shares; 2025Q2: 285 shares; 2025Q3: 293 shares 293 $102K 0.01% +8 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: not reported; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 420 shares; 2025Q3: 450 shares 450 $101K 0.01% +30 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,898 shares; 2024Q4: 15,898 shares; 2025Q1: 15,898 shares; 2025Q2: 15,898 shares; 2025Q3: 15,898 shares 15,898 $101K 0.01% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 895 shares; 2024Q4: 895 shares; 2025Q1: 895 shares; 2025Q2: 895 shares; 2025Q3: 895 shares 895 $100K 0.01% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,137 shares; 2024Q4: 1,137 shares; 2025Q1: 897 shares; 2025Q2: 364 shares; 2025Q3: 364 shares 364 $99.3K 0.01% 0 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 518 shares; 2025Q3: 518 shares 518 $98.7K 0.01% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,105 shares; 2024Q4: 1,105 shares; 2025Q1: 1,013 shares; 2025Q2: 1,013 shares; 2025Q3: 1,013 shares 1,013 $97.7K 0.01% 0 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,703 shares; 2025Q1: 1,703 shares; 2025Q2: 1,703 shares; 2025Q3: 1,703 shares 1,703 $96.8K 0.01% 0 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,191 shares; 2024Q4: 1,141 shares; 2025Q1: 990 shares; 2025Q2: 1,065 shares; 2025Q3: 990 shares 990 $94.5K 0.01% -75 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,908 shares; 2024Q4: 1,908 shares; 2025Q1: 1,908 shares; 2025Q2: 1,908 shares; 2025Q3: 1,908 shares 1,908 $94.4K 0.01% 0 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: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,411 shares; 2025Q3: 3,411 shares 3,411 $92.9K 0.01% 0 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: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 995 shares; 2025Q3: 1,095 shares 1,095 $92.6K 0.01% +100 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,153 shares; 2025Q3: 2,153 shares 2,153 $92.1K 0.01% 0 Timeline NFE NEW FORTRESS ENERGY INC More: the full row for NEW FORTRESS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,658 shares; 2024Q4: 40,658 shares; 2025Q1: 40,658 shares; 2025Q2: 40,658 shares; 2025Q3: 40,658 shares 40,658 $89.9K 0.01% 0 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 691 shares; 2024Q4: 691 shares; 2025Q1: 691 shares; 2025Q2: 691 shares; 2025Q3: 691 shares 691 $88.7K 0.01% 0 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: 1,051 shares; 2024Q4: 1,051 shares; 2025Q1: 786 shares; 2025Q2: 786 shares; 2025Q3: 786 shares 786 $87.2K 0.01% 0 Timeline EMLC 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: 3,896 shares; 2024Q4: 3,896 shares; 2025Q1: 3,393 shares; 2025Q2: 3,393 shares; 2025Q3: 3,393 shares 3,393 $86.6K 0.01% 0 Timeline RXO RXO INC More: the full row for RXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,560 shares; 2024Q4: 5,560 shares; 2025Q1: 5,560 shares; 2025Q2: 5,560 shares; 2025Q3: 5,560 shares 5,560 $85.5K 0.01% 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: 601 shares; 2024Q4: 601 shares; 2025Q1: 601 shares; 2025Q2: 601 shares; 2025Q3: 601 shares 601 $85.2K 0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,885 shares; 2024Q4: 1,468 shares; 2025Q1: 1,468 shares; 2025Q2: 1,088 shares; 2025Q3: 1,088 shares 1,088 $84.8K 0.01% 0 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,204 shares; 2024Q4: 1,974 shares; 2025Q1: 1,201 shares; 2025Q2: 1,201 shares; 2025Q3: 1,126 shares 1,126 $83.7K 0.01% -75 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: 225 shares; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 225 shares 225 $83.2K 0.01% 0 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 725 shares; 2024Q4: 725 shares; 2025Q1: 725 shares; 2025Q2: 725 shares; 2025Q3: 725 shares 725 $82K 0.01% 0 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares 500 $81.7K 0.01% 0 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,225 shares; 2024Q4: 1,225 shares; 2025Q1: 1,225 shares; 2025Q2: 1,062 shares; 2025Q3: 1,062 shares 1,062 $81.5K 0.01% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,035 shares; 2024Q4: 1,035 shares; 2025Q1: 1,035 shares; 2025Q2: 1,035 shares; 2025Q3: 1,035 shares 1,035 $81.3K 0.01% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 442 shares; 2024Q4: 501 shares; 2025Q1: 442 shares; 2025Q2: 554 shares; 2025Q3: 554 shares 554 $81.1K 0.01% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,649 shares; 2024Q4: 1,587 shares; 2025Q1: 1,587 shares; 2025Q2: 1,587 shares; 2025Q3: 1,587 shares 1,587 $80K 0.01% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257 shares; 2024Q4: 257 shares; 2025Q1: 257 shares; 2025Q2: 257 shares; 2025Q3: 257 shares 257 $79.1K 0.01% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares 3,200 $78.6K 0.01% 0 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: 6,893 shares; 2024Q4: 6,893 shares; 2025Q1: 6,893 shares; 2025Q2: 6,893 shares; 2025Q3: 6,893 shares 6,893 $78.5K 0.01% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 484 shares; 2024Q4: 484 shares; 2025Q1: 420 shares; 2025Q2: 260 shares; 2025Q3: 260 shares 260 $78.1K 0.01% 0 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,825 shares; 2024Q4: 4,825 shares; 2025Q1: 4,825 shares; 2025Q2: 4,825 shares; 2025Q3: 4,825 shares 4,825 $76.7K 0.01% 0 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: not reported; 2024Q4: 450 shares; 2025Q1: 507 shares; 2025Q2: 507 shares; 2025Q3: 507 shares 507 $76.5K 0.01% 0 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: 18 shares; 2024Q4: 771 shares; 2025Q1: 862 shares; 2025Q2: 841 shares; 2025Q3: 841 shares 841 $75.7K 0.01% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: 79 shares; 2025Q1: 79 shares; 2025Q2: 79 shares; 2025Q3: 79 shares 79 $75.4K 0.01% 0 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,472 shares; 2024Q4: 3,472 shares; 2025Q1: 3,472 shares; 2025Q2: 3,472 shares; 2025Q3: 3,472 shares 3,472 $75.4K 0.01% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188 shares; 2024Q4: 282 shares; 2025Q1: 282 shares; 2025Q2: 439 shares; 2025Q3: 439 shares 439 $75K 0.01% 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: 1,480 shares; 2024Q4: 1,480 shares; 2025Q1: 1,480 shares; 2025Q2: 1,480 shares; 2025Q3: 1,480 shares 1,480 $74.7K 0.01% 0 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: 1,285 shares; 2024Q4: 1,462 shares; 2025Q1: 776 shares; 2025Q2: 776 shares; 2025Q3: 776 shares 776 $73.5K 0.01% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 307 shares; 2025Q3: 307 shares 307 $73.5K 0.01% 0 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,188 shares; 2024Q4: 2,275 shares; 2025Q1: 1,049 shares; 2025Q2: 1,049 shares; 2025Q3: 1,214 shares 1,214 $72.9K 0.01% +165 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,240 shares; 2024Q4: 2,240 shares; 2025Q1: 2,240 shares; 2025Q2: 2,240 shares; 2025Q3: 2,240 shares 2,240 $71.6K 0.01% 0 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: 1,049 shares; 2024Q4: 919 shares; 2025Q1: 919 shares; 2025Q2: 752 shares; 2025Q3: 752 shares 752 $71.6K 0.01% 0 Timeline DES 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: 2,604 shares; 2024Q4: 2,604 shares; 2025Q1: 2,604 shares; 2025Q2: 2,604 shares; 2025Q3: 2,070 shares 2,070 $69.7K 0.01% -534 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: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 200 shares; 2025Q3: 200 shares 200 $69.3K 0.01% 0 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 500 shares 500 $68.4K 0.01% 0 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: 1,000 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 2,166 shares; 2025Q3: 2,166 shares 2,166 $67.7K 0.01% 0 Timeline KBWB 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: 861 shares; 2025Q2: 861 shares; 2025Q3: 861 shares 861 $67.3K 0.01% 0 Timeline JRS NUVEEN REAL ESTATE INCOME FD More: the full row for NUVEEN REAL ESTATE INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,973 shares; 2024Q4: 7,973 shares; 2025Q1: 7,973 shares; 2025Q2: 7,973 shares; 2025Q3: 7,973 shares 7,973 $65.2K 0.01% 0 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 428 shares; 2024Q4: 428 shares; 2025Q1: 428 shares; 2025Q2: 273 shares; 2025Q3: 273 shares 273 $65K 0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 819 shares; 2024Q4: 819 shares; 2025Q1: 819 shares; 2025Q2: 930 shares; 2025Q3: 930 shares 930 $62.9K 0.01% 0 Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 771 shares; 2024Q4: 771 shares; 2025Q1: 771 shares; 2025Q2: 771 shares; 2025Q3: 771 shares 771 $62.4K 0.01% 0 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,650 shares; 2024Q4: 1,650 shares; 2025Q1: 1,650 shares; 2025Q2: 1,450 shares; 2025Q3: 1,450 shares 1,450 $62.2K 0.01% 0 Timeline DGT 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: 380 shares; 2024Q4: 380 shares; 2025Q1: 380 shares; 2025Q2: 380 shares; 2025Q3: 380 shares 380 $61.5K 0.01% 0 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: 1,180 shares; 2024Q4: 1,180 shares; 2025Q1: 1,180 shares; 2025Q2: 1,180 shares; 2025Q3: 1,180 shares 1,180 $61.4K 0.01% 0 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: 210 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,016 shares 1,016 $60.7K 0.01% new Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares 1,300 $60.2K 0.01% 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: 328 shares; 2024Q4: 328 shares; 2025Q1: 328 shares; 2025Q2: 328 shares; 2025Q3: 297 shares 297 $59.9K 0.01% -31 Timeline GXC 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: 565 shares; 2024Q4: 565 shares; 2025Q1: 565 shares; 2025Q2: 565 shares; 2025Q3: 565 shares 565 $59.3K 0.01% 0 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares 150 $58.2K 0.01% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 844 shares; 2024Q4: 808 shares; 2025Q1: 790 shares; 2025Q2: 790 shares; 2025Q3: 790 shares 790 $57.7K 0.01% 0 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 764 shares; 2025Q2: 764 shares; 2025Q3: 764 shares 764 $57.4K 0.01% 0 Timeline VAW 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: 275 shares; 2024Q4: 275 shares; 2025Q1: 275 shares; 2025Q2: 275 shares; 2025Q3: 275 shares 275 $56.3K 0.01% 0 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 413 shares; 2024Q4: 413 shares; 2025Q1: 413 shares; 2025Q2: 968 shares; 2025Q3: 968 shares 968 $56.1K 0.01% 0 Timeline EWT 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: 880 shares; 2024Q4: 880 shares; 2025Q1: 880 shares; 2025Q2: 880 shares; 2025Q3: 880 shares 880 $56K 0.01% 0 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,470 shares; 2024Q4: 2,470 shares; 2025Q1: 2,470 shares; 2025Q2: 2,470 shares; 2025Q3: 2,470 shares 2,470 $55.6K 0.01% 0 Timeline EFAV 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: 650 shares; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 650 shares 650 $55.1K 0.01% 0 Timeline URTH 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: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares 300 $54.5K 0.01% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,458 shares; 2024Q4: 2,223 shares; 2025Q1: 2,223 shares; 2025Q2: 2,334 shares; 2025Q3: 2,334 shares 2,334 $53.5K 0.01% 0 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 388 shares; 2024Q4: 388 shares; 2025Q1: 388 shares; 2025Q2: 305 shares; 2025Q3: 305 shares 305 $53.4K 0.01% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 426 shares; 2025Q1: 426 shares; 2025Q2: 361 shares; 2025Q3: 241 shares 241 $52.9K 0.01% -120 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: 739 shares; 2024Q4: 739 shares; 2025Q1: 739 shares; 2025Q2: 739 shares; 2025Q3: 739 shares 739 $52.9K 0.01% 0 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,130 shares; 2025Q3: 1,780 shares 1,780 $52.8K 0.01% -350 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203 shares; 2024Q4: 203 shares; 2025Q1: 203 shares; 2025Q2: 203 shares; 2025Q3: 203 shares 203 $52.4K 0.01% 0 Timeline IGV 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: 450 shares; 2024Q4: 450 shares; 2025Q1: 684 shares; 2025Q2: 684 shares; 2025Q3: 450 shares 450 $51.8K <0.01% -234 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,015 shares; 2024Q4: 979 shares; 2025Q1: 979 shares; 2025Q2: 846 shares; 2025Q3: 846 shares 846 $51.8K <0.01% 0 Timeline BIZD 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: 3,456 shares; 2024Q4: 3,456 shares; 2025Q1: 3,456 shares; 2025Q2: 3,456 shares; 2025Q3: 3,456 shares 3,456 $51.6K <0.01% 0 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS 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: 275 shares; 2025Q2: 905 shares; 2025Q3: 905 shares 905 $51.3K <0.01% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,200 shares 1,200 $50.8K <0.01% 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: 200 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares 500 $50.8K <0.01% 0 Timeline TMC TMC THE METALS COMPANY INC More: the full row for TMC THE METALS COMPANY 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: 2,429 shares; 2025Q3: 7,929 shares 7,929 $50.5K <0.01% +5,500 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000 $50.4K <0.01% 0 Timeline FLRN 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: 53,799 shares; 2024Q4: 53,799 shares; 2025Q1: 53,799 shares; 2025Q2: 53,799 shares; 2025Q3: 1,624 shares 1,624 $50.1K <0.01% -52,175 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 781 shares; 2024Q4: 762 shares; 2025Q1: 762 shares; 2025Q2: 867 shares; 2025Q3: 598 shares 598 $50K <0.01% -269 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 579 shares; 2024Q4: 479 shares; 2025Q1: 295 shares; 2025Q2: 295 shares; 2025Q3: 495 shares 495 $49.8K <0.01% +200 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares 400 $49K <0.01% 0 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 1,490 shares 1,490 $48.8K <0.01% new Timeline RACE FERRARI N V More: the full row for FERRARI 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: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares 100 $48.5K <0.01% 0 Timeline HPF HANCOCK JOHN PFD INCOME FD I More: the full row for HANCOCK JOHN PFD INCOME FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,879 shares; 2024Q4: 2,879 shares; 2025Q1: 2,879 shares; 2025Q2: 2,879 shares; 2025Q3: 2,879 shares 2,879 $48.5K <0.01% 0 Timeline EWY 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: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares 600 $48.1K <0.01% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA 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 $47.2K <0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 938 shares; 2024Q4: 1,138 shares; 2025Q1: 938 shares; 2025Q2: 550 shares; 2025Q3: 550 shares 550 $45.3K <0.01% 0 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 400 shares; 2025Q3: 400 shares 400 $44.9K <0.01% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,346 shares; 2024Q4: 1,066 shares; 2025Q1: 694 shares; 2025Q2: 694 shares; 2025Q3: 694 shares 694 $44.6K <0.01% 0 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: 29 shares; 2024Q4: 29 shares; 2025Q1: 29 shares; 2025Q2: 89 shares; 2025Q3: 159 shares 159 $43K <0.01% +70 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87 shares; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 87 shares; 2025Q3: 67 shares 67 $42.8K <0.01% -20 Timeline FBT 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: 238 shares; 2024Q4: 238 shares; 2025Q1: 238 shares; 2025Q2: 238 shares; 2025Q3: 238 shares 238 $42.7K <0.01% 0 Timeline IEI 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: 60 shares; 2024Q4: 60 shares; 2025Q1: 335 shares; 2025Q2: 345 shares; 2025Q3: 357 shares 357 $42.7K <0.01% +12 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 425 shares; 2024Q4: 425 shares; 2025Q1: 425 shares; 2025Q2: 425 shares; 2025Q3: 425 shares 425 $41.9K <0.01% 0 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162 shares; 2024Q4: 162 shares; 2025Q1: 162 shares; 2025Q2: 162 shares; 2025Q3: 162 shares 162 $40.7K <0.01% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 604 shares; 2025Q3: 604 shares 604 $40.7K <0.01% 0 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 494 shares; 2024Q4: 494 shares; 2025Q1: 494 shares; 2025Q2: 514 shares; 2025Q3: 494 shares 494 $40.4K <0.01% -20 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 995 shares; 2024Q4: 995 shares; 2025Q1: 995 shares; 2025Q2: 995 shares; 2025Q3: 995 shares 995 $39.4K <0.01% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 2,175 shares; 2025Q1: 2,175 shares; 2025Q2: 500 shares; 2025Q3: 500 shares 500 $39.2K <0.01% 0 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: 2 shares; 2024Q4: 83 shares; 2025Q1: 83 shares; 2025Q2: 131 shares; 2025Q3: 94 shares 94 $39K <0.01% -37 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: 204 shares; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 111 shares; 2025Q3: 110 shares 110 $38.8K <0.01% -1 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 623 shares; 2024Q4: 622 shares; 2025Q1: 622 shares; 2025Q2: 524 shares; 2025Q3: 262 shares 262 $37.3K <0.01% -262 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: 14,802 shares; 2024Q4: 14,802 shares; 2025Q1: 14,802 shares; 2025Q2: 24,757 shares; 2025Q3: 1,822 shares 1,822 $37.2K <0.01% -22,935 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: 81 shares; 2024Q4: 72 shares; 2025Q1: 45 shares; 2025Q2: 54 shares; 2025Q3: 54 shares 54 $36.9K <0.01% 0 Timeline EIC EAGLE POINT INCOME CO More: the full row for EAGLE POINT INCOME CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,739 shares; 2024Q4: 2,739 shares; 2025Q1: 2,739 shares; 2025Q2: 2,739 shares; 2025Q3: 2,739 shares 2,739 $36.9K <0.01% 0 Timeline PAVE 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: 768 shares; 2025Q2: 768 shares; 2025Q3: 768 shares 768 $36.6K <0.01% 0 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,553 shares; 2024Q4: 1,853 shares; 2025Q1: 2,242 shares; 2025Q2: 983 shares; 2025Q3: 983 shares 983 $36.5K <0.01% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156 shares; 2024Q4: 156 shares; 2025Q1: 156 shares; 2025Q2: 156 shares; 2025Q3: 156 shares 156 $35.8K <0.01% 0 Timeline ARDC ARES DYNAMIC CR ALLOCATION F More: the full row for ARES DYNAMIC CR ALLOCATION F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,531 shares; 2024Q4: 2,531 shares; 2025Q1: 2,531 shares; 2025Q2: 2,531 shares; 2025Q3: 2,531 shares 2,531 $35.6K <0.01% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,008 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares 500 $35.6K <0.01% 0 Timeline VT 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: 212 shares; 2024Q4: 212 shares; 2025Q1: 212 shares; 2025Q2: 256 shares; 2025Q3: 256 shares 256 $35.3K <0.01% 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: 182 shares; 2024Q4: 270 shares; 2025Q1: 170 shares; 2025Q2: 270 shares; 2025Q3: 258 shares 258 $35.1K <0.01% -12 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: 124 shares; 2024Q4: 244 shares; 2025Q1: 313 shares; 2025Q2: 328 shares; 2025Q3: 338 shares 338 $33.8K <0.01% +10 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC 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: 825 shares; 2025Q2: 825 shares; 2025Q3: 825 shares 825 $32.9K <0.01% 0 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: 296 shares; 2024Q4: 296 shares; 2025Q1: 296 shares; 2025Q2: 325 shares; 2025Q3: 325 shares 325 $32.9K <0.01% 0 Timeline CNOB CONNECTONE BANCORP INC More: the full row for CONNECTONE BANCORP 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: 1,319 shares; 2025Q3: 1,319 shares 1,319 $32.7K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 4,000 shares 4,000 $32.6K <0.01% +1,000 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,200 shares; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares 2,200 $31.8K <0.01% 0 Timeline RAL RALLIANT CORP More: the full row for RALLIANT 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: 718 shares 718 $31.4K <0.01% new Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 88 shares; 2025Q3: 80 shares 80 $31.1K <0.01% -8 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 300 shares 300 $30.2K <0.01% new Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 380 shares; 2024Q4: 520 shares; 2025Q1: 290 shares; 2025Q2: 290 shares; 2025Q3: 245 shares 245 $30.2K <0.01% -45 Timeline BIT BLACKROCK MULTI SECTOR INC T More: the full row for BLACKROCK MULTI SECTOR INC T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,255 shares; 2024Q4: 2,255 shares; 2025Q1: 2,255 shares; 2025Q2: 2,255 shares; 2025Q3: 2,255 shares 2,255 $30.2K <0.01% 0 Timeline BTG B2GOLD CORP More: the full row for B2GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,880 shares; 2025Q1: 5,880 shares; 2025Q2: 5,880 shares; 2025Q3: 5,880 shares 5,880 $29.1K <0.01% 0 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: 1,112 shares; 2024Q4: 1,112 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares 600 $29K <0.01% 0 Timeline PFM 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: 570 shares; 2024Q4: 570 shares; 2025Q1: 570 shares; 2025Q2: 570 shares; 2025Q3: 570 shares 570 $28.9K <0.01% 0 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,459 shares; 2024Q4: 1,459 shares; 2025Q1: 1,459 shares; 2025Q2: 1,459 shares; 2025Q3: 1,459 shares 1,459 $28.9K <0.01% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 375 shares; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: 375 shares; 2025Q3: 225 shares 225 $28.9K <0.01% -150 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170 shares; 2024Q4: 170 shares; 2025Q1: 677 shares; 2025Q2: 677 shares; 2025Q3: 677 shares 677 $28.5K <0.01% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 545 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares 250 $28.1K <0.01% 0 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 595 shares; 2024Q4: 595 shares; 2025Q1: 595 shares; 2025Q2: 595 shares; 2025Q3: 595 shares 595 $27.6K <0.01% 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: 187 shares; 2024Q4: 187 shares; 2025Q1: 187 shares; 2025Q2: 187 shares; 2025Q3: 187 shares 187 $27.6K <0.01% 0 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS 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: 100 shares 100 $27.5K <0.01% new 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: not reported; 2024Q4: 109 shares; 2025Q1: 109 shares; 2025Q2: 158 shares; 2025Q3: 109 shares 109 $26.9K <0.01% -49 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 621 shares; 2024Q4: 621 shares; 2025Q1: 621 shares; 2025Q2: 621 shares; 2025Q3: 621 shares 621 $26.8K <0.01% 0 Timeline HANESBRANDS INC HANESBRANDS INC More: the full row for HANESBRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares 4,000 $26.4K <0.01% 0 XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325 shares; 2024Q4: 325 shares; 2025Q1: 325 shares; 2025Q2: 325 shares; 2025Q3: 325 shares 325 $26.2K <0.01% 0 Timeline SCHH 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: not reported; 2025Q1: not reported; 2025Q2: 1,212 shares; 2025Q3: 1,212 shares 1,212 $26.1K <0.01% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 263 shares; 2024Q4: 124 shares; 2025Q1: 124 shares; 2025Q2: 62 shares; 2025Q3: 85 shares 85 $25.3K <0.01% +23 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO 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 $24.8K <0.01% 0 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 648 shares; 2024Q4: 648 shares; 2025Q1: 648 shares; 2025Q2: 648 shares; 2025Q3: 648 shares 648 $24.1K <0.01% 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: 534 shares; 2024Q4: 534 shares; 2025Q1: 139 shares; 2025Q2: 23 shares; 2025Q3: 73 shares 73 $24K <0.01% +50 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 617 shares; 2024Q4: 617 shares; 2025Q1: 617 shares; 2025Q2: 400 shares; 2025Q3: 400 shares 400 $23.7K <0.01% 0 MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123 shares; 2024Q4: 123 shares; 2025Q1: 123 shares; 2025Q2: 123 shares; 2025Q3: 123 shares 123 $23.7K <0.01% 0 Timeline BBUS 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: 192 shares; 2024Q4: 192 shares; 2025Q1: 192 shares; 2025Q2: 192 shares; 2025Q3: 192 shares 192 $23.2K <0.01% 0 Timeline STEX STREAMEX CORP More: the full row for STREAMEX 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: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares 4,000 $23K <0.01% 0 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: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares 300 $22.8K <0.01% 0 Timeline BDTX BLACK DIAMOND THERAPEUTICS I More: the full row for BLACK DIAMOND THERAPEUTICS 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: not reported; 2025Q3: 6,000 shares 6,000 $22.7K <0.01% new Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223 shares; 2024Q4: 223 shares; 2025Q1: 223 shares; 2025Q2: 223 shares; 2025Q3: 223 shares 223 $21.9K <0.01% 0 Timeline FLGV 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: 1,055 shares; 2025Q2: 1,055 shares; 2025Q3: 1,055 shares 1,055 $21.8K <0.01% 0 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,276 shares; 2024Q4: 1,276 shares; 2025Q1: 1,081 shares; 2025Q2: 497 shares; 2025Q3: 497 shares 497 $21K <0.01% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 35 shares 35 $20.9K <0.01% 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: 1,689 shares; 2024Q4: 1,689 shares; 2025Q1: 1,689 shares; 2025Q2: 1,689 shares; 2025Q3: 1,689 shares 1,689 $19.7K <0.01% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,423 shares; 2024Q4: 2,239 shares; 2025Q1: 2,239 shares; 2025Q2: 2,159 shares; 2025Q3: 569 shares 569 $19.6K <0.01% -1,590 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 347 shares; 2024Q4: 215 shares; 2025Q1: 97 shares; 2025Q2: 97 shares; 2025Q3: 97 shares 97 $19.2K <0.01% 0 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257 shares; 2024Q4: 257 shares; 2025Q1: 257 shares; 2025Q2: 278 shares; 2025Q3: 257 shares 257 $19.1K <0.01% -21 Timeline XYLD 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: 486 shares; 2024Q4: 486 shares; 2025Q1: 486 shares; 2025Q2: 486 shares; 2025Q3: 486 shares 486 $19.1K <0.01% 0 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 441 shares; 2024Q4: 441 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares 300 $19.1K <0.01% 0 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: 1,121 shares; 2024Q4: 1,121 shares; 2025Q1: 1,121 shares; 2025Q2: 1,121 shares; 2025Q3: 1,121 shares 1,121 $19.1K <0.01% 0 Timeline EUFN 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: 1,071 shares; 2025Q2: 1,071 shares; 2025Q3: 555 shares 555 $19.1K <0.01% -516 Timeline ECC EAGLE POINT CR CO More: the full row for EAGLE POINT CR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,855 shares; 2024Q4: 2,855 shares; 2025Q1: 2,855 shares; 2025Q2: 2,855 shares; 2025Q3: 2,855 shares 2,855 $18.9K <0.01% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 605 shares; 2025Q3: 605 shares 605 $18.8K <0.01% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 100 shares 100 $18.8K <0.01% -100 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: 1,854 shares; 2024Q4: 1,785 shares; 2025Q1: 599 shares; 2025Q2: 416 shares; 2025Q3: 416 shares 416 $18.7K <0.01% 0 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,150 shares; 2024Q4: 600 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares 400 $18.5K <0.01% 0 Timeline EZU 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: not reported; 2024Q4: not reported; 2025Q1: 290 shares; 2025Q2: 290 shares; 2025Q3: 290 shares 290 $18K <0.01% 0 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 330 shares; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 409 shares; 2025Q3: 409 shares 409 $17.7K <0.01% 0 Timeline AGOX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,317 shares; 2024Q4: 6,317 shares; 2025Q1: 574 shares; 2025Q2: 574 shares; 2025Q3: 574 shares 574 $17.6K <0.01% 0 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares 450 $17.5K <0.01% 0 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: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 585 shares; 2025Q3: 585 shares 585 $17.3K <0.01% 0 Timeline EWJ 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: not reported; 2024Q4: not reported; 2025Q1: 216 shares; 2025Q2: 216 shares; 2025Q3: 216 shares 216 $17.3K <0.01% 0 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: 420 shares; 2024Q4: 420 shares; 2025Q1: 420 shares; 2025Q2: 639 shares; 2025Q3: 219 shares 219 $17K <0.01% -420 Timeline SPTI 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: not reported; 2025Q1: 573 shares; 2025Q2: 573 shares; 2025Q3: 573 shares 573 $16.6K <0.01% 0 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: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares 1,500 $15.9K <0.01% 0 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: not reported; 2025Q1: 177 shares; 2025Q2: 177 shares; 2025Q3: 177 shares 177 $15.9K <0.01% 0 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 40 shares; 2025Q3: 40 shares 40 $15.6K <0.01% 0 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR 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: 297 shares; 2025Q2: 297 shares; 2025Q3: 297 shares 297 $15.5K <0.01% 0 Timeline CX CEMEX SAB DE CV More: the full row for CEMEX SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares 1,700 $15.3K <0.01% 0 Timeline BTZ BLACKROCK CR ALLOCATION More: the full row for BLACKROCK CR ALLOCATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,378 shares; 2024Q4: 1,378 shares; 2025Q1: 1,378 shares; 2025Q2: 1,378 shares; 2025Q3: 1,378 shares 1,378 $15.2K <0.01% 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: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 135 shares; 2025Q3: 136 shares 136 $14.7K <0.01% +1 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176 shares; 2024Q4: 176 shares; 2025Q1: 176 shares; 2025Q2: 176 shares; 2025Q3: 176 shares 176 $14.5K <0.01% 0 Timeline PFLD ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 392 shares; 2024Q4: 652 shares; 2025Q1: 735 shares; 2025Q2: 735 shares; 2025Q3: 735 shares 735 $14.5K <0.01% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321 shares; 2024Q4: 61 shares; 2025Q1: 61 shares; 2025Q2: 128 shares; 2025Q3: 128 shares 128 $14.4K <0.01% 0 Timeline PICK 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: 318 shares; 2024Q4: 318 shares; 2025Q1: 318 shares; 2025Q2: 318 shares; 2025Q3: 318 shares 318 $14.2K <0.01% 0 Timeline AUPH AURINIA PHARMACEUTICALS INC More: the full row for AURINIA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,250 shares 1,250 $13.8K <0.01% 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: 150 shares; 2024Q4: not reported; 2025Q1: 425 shares; 2025Q2: 487 shares; 2025Q3: 275 shares 275 $13.5K <0.01% -212 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 9 shares 9 $13.5K <0.01% 0 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 39 shares; 2025Q1: 39 shares; 2025Q2: 53 shares; 2025Q3: 53 shares 53 $13.1K <0.01% 0 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 399 shares; 2024Q4: 399 shares; 2025Q1: 399 shares; 2025Q2: 399 shares; 2025Q3: 399 shares 399 $12.8K <0.01% 0 Timeline CCJ CAMECO CORP More: the full row for CAMECO 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: 150 shares 150 $12.6K <0.01% new Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,050 shares; 2024Q4: 1,050 shares; 2025Q1: 1,050 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares 1,050 $12.2K <0.01% 0 Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED 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: 2,000 shares; 2025Q3: 2,000 shares 2,000 $12K <0.01% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278 shares; 2024Q4: 278 shares; 2025Q1: 278 shares; 2025Q2: 278 shares; 2025Q3: 278 shares 278 $12K <0.01% 0 Timeline CRH CRH PLC More: the full row for CRH PLC 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: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares 100 $12K <0.01% 0 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151 shares; 2024Q4: 151 shares; 2025Q1: 151 shares; 2025Q2: 151 shares; 2025Q3: 151 shares 151 $11.3K <0.01% 0 Timeline BKT BLACKROCK INCOME TR INC More: the full row for BLACKROCK INCOME TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 997 shares; 2024Q4: 997 shares; 2025Q1: 997 shares; 2025Q2: 997 shares; 2025Q3: 997 shares 997 $11.2K <0.01% 0 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares 12 $11K <0.01% 0 Timeline ARDX ARDELYX INC More: the full row for ARDELYX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares 2,000 $11K <0.01% 0 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 64 shares 64 $10.8K <0.01% new Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS 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: 200 shares 200 $10.4K <0.01% new Timeline IGLB 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: 200 shares; 2025Q3: 200 shares 200 $10.3K <0.01% 0 Timeline PFFD 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: 251 shares; 2024Q4: 422 shares; 2025Q1: 526 shares; 2025Q2: 526 shares; 2025Q3: 526 shares 526 $10.2K <0.01% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30 shares 30 $10.1K <0.01% new 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: 36 shares; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 36 shares 36 $10.1K <0.01% 0 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: not reported; 2025Q1: not reported; 2025Q2: 54 shares; 2025Q3: 54 shares 54 $9.96K <0.01% 0 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS 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: 100 shares; 2025Q3: 50 shares 50 $9.79K <0.01% -50 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290 shares; 2024Q4: 290 shares; 2025Q1: 290 shares; 2025Q2: 290 shares; 2025Q3: 290 shares 290 $9.68K <0.01% 0 Timeline REZI RESIDEO TECHNOLOGIES INC More: the full row for RESIDEO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 220 shares 220 $9.5K <0.01% new Timeline XLP 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: 121 shares; 2025Q2: 121 shares; 2025Q3: 121 shares 121 $9.48K <0.01% 0 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22 shares; 2025Q3: 40 shares 40 $9.43K <0.01% +18 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 508 shares; 2024Q4: 508 shares; 2025Q1: 508 shares; 2025Q2: 508 shares; 2025Q3: 508 shares 508 $9.35K <0.01% 0 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 486 shares; 2024Q4: 482 shares; 2025Q1: 482 shares; 2025Q2: 308 shares; 2025Q3: 308 shares 308 $9.25K <0.01% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 342 shares; 2024Q4: 342 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares 200 $9.14K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 75 shares; 2025Q2: 82 shares; 2025Q3: 75 shares 75 $9.11K <0.01% -7 Timeline