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: 56,683 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 57,116 shares; 2025Q3: 56,420 shares 56,420 $14.4M 9.81% -696 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: 28,695 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 36,208 shares; 2025Q3: 34,668 shares 34,668 $11.4M 7.77% -1,540 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: 40,000 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 40,107 shares; 2025Q3: 40,107 shares 40,107 $9.46M 6.46% 0 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: 34,704 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 60,026 shares; 2025Q3: 59,575 shares 59,575 $4.43M 3.03% -451 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: 29,579 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 32,457 shares; 2025Q3: 33,293 shares 33,293 $4.01M 2.74% +836 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: 8,192 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 8,036 shares; 2025Q3: 7,846 shares 7,846 $3.94M 2.69% -190 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: 79,262 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 69,723 shares; 2025Q3: 69,473 shares 69,473 $3.14M 2.14% -250 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: 10,815 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 14,341 shares; 2025Q3: 14,296 shares 14,296 $3.14M 2.14% -45 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,552 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 40,878 shares; 2025Q3: 40,555 shares 40,555 $2.98M 2.03% -323 Timeline VONV 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: 26,513 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 30,501 shares; 2025Q3: 31,780 shares 31,780 $2.84M 1.94% +1,279 Timeline VMBS 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: 47,309 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 57,706 shares; 2025Q3: 59,022 shares 59,022 $2.77M 1.89% +1,316 Timeline SCHI 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: 41,442 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 96,730 shares; 2025Q3: 116,940 shares 116,940 $2.7M 1.84% +20,210 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,501 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 34,426 shares; 2025Q3: 34,833 shares 34,833 $2.66M 1.82% +407 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: 8,600 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 12,050 shares; 2025Q3: 11,960 shares 11,960 $2.58M 1.76% -90 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: 8,212 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 13,290 shares; 2025Q3: 13,470 shares 13,470 $2.51M 1.72% +180 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: 12,874 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 14,855 shares; 2025Q3: 14,527 shares 14,527 $2.42M 1.65% -328 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: 23,793 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 32,857 shares; 2025Q3: 33,086 shares 33,086 $2.16M 1.47% +229 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: 3,723 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4,166 shares; 2025Q3: 4,164 shares 4,164 $2.16M 1.47% -2 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: 9,710 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 8,761 shares; 2025Q3: 8,541 shares 8,541 $2.08M 1.42% -220 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: 425 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,151 shares; 2025Q3: 2,138 shares 2,138 $1.98M 1.35% -13 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,260 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 76,943 shares; 2025Q3: 76,350 shares 76,350 $1.96M 1.34% -593 Timeline PHDG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,334 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 49,780 shares; 2025Q3: 50,126 shares 50,126 $1.87M 1.27% +346 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: 34,221 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 34,085 shares; 2025Q3: 34,037 shares 34,037 $1.73M 1.18% -48 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: 1,478 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 24,018 shares; 2025Q3: 28,325 shares 28,325 $1.61M 1.1% +4,307 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: 2,184 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 16,890 shares; 2025Q3: 16,890 shares 16,890 $1.52M 1.04% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,485 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 20,656 shares; 2025Q3: 20,082 shares 20,082 $1.43M 0.98% -574 Timeline FHYS FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,106 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 58,857 shares; 2025Q3: 58,532 shares 58,532 $1.36M 0.93% -325 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: 14,107 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 24,745 shares; 2025Q3: 24,943 shares 24,943 $1.35M 0.92% +198 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: 10,807 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 11,873 shares; 2025Q3: 11,803 shares 11,803 $1.33M 0.91% -70 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,185 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 29,027 shares; 2025Q3: 30,348 shares 30,348 $1.28M 0.87% +1,321 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: 2,318 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,361 shares; 2025Q3: 2,361 shares 2,361 $1.13M 0.77% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,570 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 15,706 shares; 2025Q3: 18,463 shares 18,463 $1.11M 0.76% +2,757 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: 1,633 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,453 shares; 2025Q3: 1,453 shares 1,453 $1.07M 0.73% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,570 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 13,145 shares; 2025Q3: 12,440 shares 12,440 $1.05M 0.71% -705 Timeline HYBB 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: 4,719 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 19,922 shares; 2025Q3: 22,017 shares 22,017 $1.04M 0.71% +2,095 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: 13,597 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 35,378 shares; 2025Q3: 34,547 shares 34,547 $1.02M 0.7% -831 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: 28,979 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 22,552 shares; 2025Q3: 22,424 shares 22,424 $960K 0.66% -128 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: 9,633 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 8,734 shares; 2025Q3: 8,734 shares 8,734 $952K 0.65% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,700 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,047 shares; 2025Q3: 2,006 shares 2,006 $892K 0.61% -41 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: 7,311 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 7,411 shares; 2025Q3: 7,404 shares 7,404 $880K 0.6% -7 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: 450 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 7,860 shares; 2025Q3: 7,860 shares 7,860 $745K 0.51% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,363 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 9,419 shares; 2025Q3: 8,960 shares 8,960 $716K 0.49% -459 Timeline PXF 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: 11,929 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 11,761 shares; 2025Q3: 11,636 shares 11,636 $712K 0.49% -125 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 990 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,477 shares; 2025Q3: 1,477 shares 1,477 $708K 0.48% 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: 4,677 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 6,684 shares; 2025Q3: 7,363 shares 7,363 $701K 0.48% +679 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: 2,333 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,441 shares; 2025Q3: 2,441 shares 2,441 $689K 0.47% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,242 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,436 shares; 2025Q3: 2,436 shares 2,436 $687K 0.47% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,372 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,527 shares; 2025Q3: 3,527 shares 3,527 $669K 0.46% 0 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: 10,037 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 23,828 shares; 2025Q3: 23,750 shares 23,750 $648K 0.44% -78 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: 747 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 865 shares; 2025Q3: 834 shares 834 $636K 0.43% -31 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,070 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 11,608 shares; 2025Q3: 12,459 shares 12,459 $624K 0.43% +851 Timeline CWI 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: 21,910 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 17,680 shares; 2025Q3: 17,697 shares 17,697 $618K 0.42% +17 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: 10,315 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 10,305 shares; 2025Q3: 10,305 shares 10,305 $572K 0.39% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,032 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 904 shares; 2025Q3: 819 shares 819 $502K 0.34% -85 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,389 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 8,097 shares; 2025Q3: 8,047 shares 8,047 $489K 0.33% -50 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: 2,227 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,940 shares; 2025Q3: 1,940 shares 1,940 $472K 0.32% 0 Timeline KMLM KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,900 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 15,720 shares; 2025Q3: 16,784 shares 16,784 $452K 0.31% +1,064 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,980 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,161 shares; 2025Q3: 3,161 shares 3,161 $449K 0.31% 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: 4,864 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4,761 shares; 2025Q3: 4,677 shares 4,677 $445K 0.3% -84 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: 831 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 728 shares; 2025Q3: 715 shares 715 $429K 0.29% -13 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: 3,093 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,252 shares; 2025Q3: 3,027 shares 3,027 $424K 0.29% -225 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: 2,814 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,249 shares; 2025Q3: 2,245 shares 2,245 $416K 0.28% -4 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: 2,296 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,796 shares; 2025Q3: 1,796 shares 1,796 $416K 0.28% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,904 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 8,170 shares; 2025Q3: 7,253 shares 7,253 $414K 0.28% -917 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: 3,819 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,659 shares; 2025Q3: 3,659 shares 3,659 $407K 0.28% 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: 2,291 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,968 shares; 2025Q3: 1,968 shares 1,968 $403K 0.28% 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: 662 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 662 shares; 2025Q3: 662 shares 662 $377K 0.26% 0 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: 2,179 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,432 shares; 2025Q3: 2,367 shares 2,367 $368K 0.25% -65 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: 1,339 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,694 shares; 2025Q3: 1,694 shares 1,694 $366K 0.25% 0 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 367 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 340 shares; 2025Q3: 289 shares 289 $357K 0.24% -51 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: 6,170 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 5,333 shares; 2025Q3: 5,734 shares 5,734 $344K 0.24% +401 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,149 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,124 shares; 2025Q3: 974 shares 974 $344K 0.23% -150 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,629 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 12,540 shares; 2025Q3: 12,690 shares 12,690 $342K 0.23% +150 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,236 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,108 shares; 2025Q3: 1,105 shares 1,105 $332K 0.23% -3 Timeline PCY 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: 2,030 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 15,728 shares; 2025Q3: 14,683 shares 14,683 $317K 0.22% -1,045 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: 7,340 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 5,217 shares; 2025Q3: 7,090 shares 7,090 $316K 0.22% +1,873 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: 917 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,050 shares; 2025Q3: 1,000 shares 1,000 $315K 0.22% -50 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: not reported; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares 3,500 $292K 0.2% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,109 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,183 shares; 2025Q3: 3,245 shares 3,245 $283K 0.19% +62 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,815 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,875 shares; 2025Q3: 1,875 shares 1,875 $273K 0.19% 0 Timeline BSJR 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 loaded; 2025Q1: not loaded; 2025Q2: 4,378 shares; 2025Q3: 11,832 shares 11,832 $269K 0.18% +7,454 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: 5,790 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 9,414 shares; 2025Q3: 9,414 shares 9,414 $266K 0.18% 0 Timeline SPTM 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: 7,427 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,234 shares; 2025Q3: 3,234 shares 3,234 $261K 0.18% 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: 1,605 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,605 shares; 2025Q3: 1,555 shares 1,555 $260K 0.18% -50 Timeline BIO BIO RAD LABS INC More: the full row for BIO RAD LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,020 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 920 shares; 2025Q3: 920 shares 920 $258K 0.18% 0 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: 200 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 200 shares; 2025Q3: 341 shares 341 $255K 0.17% +141 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: not reported; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,324 shares; 2025Q3: 1,324 shares 1,324 $252K 0.17% 0 Timeline LST MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 6,317 shares; 2025Q3: 6,277 shares 6,277 $250K 0.17% -40 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,575 shares; 2025Q3: 3,384 shares 3,384 $246K 0.17% -191 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,104 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,272 shares; 2025Q3: 3,272 shares 3,272 $240K 0.16% 0 Timeline SPMD 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: 5,538 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4,176 shares; 2025Q3: 4,176 shares 4,176 $239K 0.16% 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: 178 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 478 shares; 2025Q3: 478 shares 478 $239K 0.16% 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: 3,282 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 5,169 shares; 2025Q3: 5,169 shares 5,169 $227K 0.16% 0 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: 2,008 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,457 shares; 2025Q3: 1,457 shares 1,457 $224K 0.15% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 515 shares; 2025Q3: 600 shares 600 $213K 0.15% +85 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: 1,501 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares 2,100 $211K 0.14% 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: 294 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 339 shares; 2025Q3: 339 shares 339 $208K 0.14% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,388 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,460 shares; 2025Q3: 2,460 shares 2,460 $206K 0.14% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 476 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 726 shares; 2025Q3: 726 shares 726 $203K 0.14% 0 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,778 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,778 shares; 2025Q3: 1,778 shares 1,778 $191K 0.13% 0 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: 7,493 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,486 shares; 2025Q3: 3,486 shares 3,486 $180K 0.12% 0 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,619 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 5,391 shares; 2025Q3: 5,387 shares 5,387 $180K 0.12% -4 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 500 shares; 2025Q3: 500 shares 500 $176K 0.12% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares 1,500 $168K 0.11% 0 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: 1,602 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,736 shares; 2025Q3: 1,736 shares 1,736 $166K 0.11% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,640 shares; 2025Q3: 1,630 shares 1,630 $165K 0.11% -10 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 872 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 872 shares; 2025Q3: 872 shares 872 $165K 0.11% 0 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: 846 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 641 shares; 2025Q3: 641 shares 641 $161K 0.11% 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: 5,590 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 6,920 shares; 2025Q3: 4,791 shares 4,791 $161K 0.11% -2,129 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: 2,900 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,575 shares; 2025Q3: 2,375 shares 2,375 $158K 0.11% -200 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: 925 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,750 shares; 2025Q3: 1,750 shares 1,750 $156K 0.11% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 461 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 486 shares; 2025Q3: 452 shares 452 $156K 0.11% -34 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: 880 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 395 shares; 2025Q3: 383 shares 383 $155K 0.11% -12 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: 12,504 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 8,992 shares; 2025Q3: 3,036 shares 3,036 $154K 0.11% -5,956 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 loaded; 2025Q1: not loaded; 2025Q2: 900 shares; 2025Q3: 900 shares 900 $152K 0.1% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,792 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,833 shares; 2025Q3: 1,820 shares 1,820 $150K 0.1% -13 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: 2,712 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,377 shares; 2025Q3: 2,377 shares 2,377 $148K 0.1% 0 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,156 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,131 shares; 2025Q3: 2,544 shares 2,544 $146K 0.1% -587 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,189 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 6,202 shares; 2025Q3: 6,202 shares 6,202 $144K 0.1% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 666 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 666 shares; 2025Q3: 666 shares 666 $143K 0.1% 0 Timeline SUSB 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: 5,126 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 5,501 shares; 2025Q3: 5,501 shares 5,501 $139K 0.1% 0 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: 1,099 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,087 shares; 2025Q3: 1,087 shares 1,087 $134K 0.09% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 439 shares; 2025Q3: 442 shares 442 $134K 0.09% +3 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: 1,215 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,215 shares; 2025Q3: 1,215 shares 1,215 $129K 0.09% 0 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: 1,460 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,460 shares; 2025Q3: 1,460 shares 1,460 $122K 0.08% 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: 504 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 704 shares; 2025Q3: 704 shares 704 $120K 0.08% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 410 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 405 shares; 2025Q3: 405 shares 405 $119K 0.08% 0 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,753 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4,730 shares; 2025Q3: 4,730 shares 4,730 $119K 0.08% 0 Timeline SOXX 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: 66 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 366 shares; 2025Q3: 426 shares 426 $115K 0.08% +60 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: 681 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 681 shares; 2025Q3: 681 shares 681 $115K 0.08% 0 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 574 shares; 2025Q3: 574 shares 574 $113K 0.08% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 366 shares; 2025Q3: 339 shares 339 $112K 0.08% -27 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: 850 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 850 shares; 2025Q3: 850 shares 850 $112K 0.08% 0 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: 325 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 325 shares; 2025Q3: 325 shares 325 $111K 0.08% 0 Timeline SPHY 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: 5,393 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4,624 shares; 2025Q3: 4,624 shares 4,624 $111K 0.08% 0 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: 775 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 775 shares; 2025Q3: 775 shares 775 $109K 0.07% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 100 shares; 2025Q3: 100 shares 100 $108K 0.07% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 410 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 410 shares; 2025Q3: 410 shares 410 $106K 0.07% 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: 1,197 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,154 shares; 2025Q3: 1,222 shares 1,222 $104K 0.07% +68 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: 1,380 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,380 shares; 2025Q3: 1,350 shares 1,350 $102K 0.07% -30 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: 921 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 873 shares; 2025Q3: 857 shares 857 $102K 0.07% -16 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,415 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,015 shares; 2025Q3: 1,015 shares 1,015 $97.1K 0.07% 0 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4,750 shares; 2025Q3: 4,750 shares 4,750 $96K 0.07% 0 Timeline SUB 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: 894 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 894 shares; 2025Q3: 894 shares 894 $95.5K 0.07% 0 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,674 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,587 shares; 2025Q3: 2,582 shares 2,582 $95K 0.06% -5 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: 755 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 955 shares; 2025Q3: 955 shares 955 $90.3K 0.06% 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: 2,557 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,252 shares; 2025Q3: 1,177 shares 1,177 $88.7K 0.06% -75 Timeline ITA 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: 466 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 466 shares; 2025Q3: 423 shares 423 $88.5K 0.06% -43 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: 300 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,810 shares; 2025Q3: 2,810 shares 2,810 $88.3K 0.06% 0 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares 2,000 $87.8K 0.06% 0 Timeline PSK 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: 3,119 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,649 shares; 2025Q3: 2,649 shares 2,649 $87.6K 0.06% 0 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000 $86.7K 0.06% 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: 421 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 300 shares; 2025Q3: 300 shares 300 $86.5K 0.06% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,477 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,706 shares; 2025Q3: 2,706 shares 2,706 $85.6K 0.06% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 603 shares; 2025Q3: 603 shares 603 $85.3K 0.06% 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: 1,760 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,760 shares; 2025Q3: 1,760 shares 1,760 $85.1K 0.06% 0 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: 568 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 740 shares; 2025Q3: 740 shares 740 $84.7K 0.06% 0 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,351 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,578 shares; 2025Q3: 3,576 shares 3,576 $83.9K 0.06% -2 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,470 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,160 shares; 2025Q3: 1,160 shares 1,160 $81.2K 0.06% 0 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: 901 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 572 shares; 2025Q3: 566 shares 566 $79.4K 0.05% -6 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,254 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,254 shares; 2025Q3: 1,254 shares 1,254 $76.5K 0.05% 0 Timeline JPIB 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: 1,590 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,529 shares; 2025Q3: 1,529 shares 1,529 $75K 0.05% 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: 400 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 400 shares; 2025Q3: 400 shares 400 $73.5K 0.05% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 159 shares; 2025Q3: 159 shares 159 $72.7K 0.05% 0 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: 1,047 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,047 shares; 2025Q3: 1,047 shares 1,047 $72.6K 0.05% 0 Timeline IYT 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 loaded; 2025Q1: not loaded; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000 $71.7K 0.05% 0 Timeline TFI 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: 33 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,545 shares; 2025Q3: 1,550 shares 1,550 $70.6K 0.05% +5 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares 4,000 $68.6K 0.05% 0 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: 1,200 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000 $67.1K 0.05% 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: 514 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 514 shares; 2025Q3: 514 shares 514 $66K 0.05% 0 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE 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 loaded; 2025Q1: not loaded; 2025Q2: 590 shares; 2025Q3: 660 shares 660 $65.8K 0.04% +70 Timeline VCEB 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: 948 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,006 shares; 2025Q3: 1,006 shares 1,006 $64.6K 0.04% 0 Timeline BGRN 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: 1,341 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,341 shares; 2025Q3: 1,341 shares 1,341 $64.5K 0.04% 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: 32 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 140 shares; 2025Q3: 140 shares 140 $64K 0.04% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 288 shares; 2025Q3: 192 shares 192 $63.8K 0.04% -96 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,578 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,363 shares; 2025Q3: 1,347 shares 1,347 $63.1K 0.04% -16 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 760 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 601 shares; 2025Q3: 601 shares 601 $62.7K 0.04% 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: 3,273 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,376 shares; 2025Q3: 3,148 shares 3,148 $62.3K 0.04% -228 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: 462 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 400 shares; 2025Q3: 400 shares 400 $62.1K 0.04% 0 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 50 shares; 2025Q3: 140 shares 140 $61K 0.04% +90 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,650 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 6,650 shares; 2025Q3: 6,650 shares 6,650 $60.5K 0.04% 0 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,327 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,327 shares; 2025Q3: 1,327 shares 1,327 $60K 0.04% 0 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: 1,231 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 732 shares; 2025Q3: 732 shares 732 $60K 0.04% 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: 319 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 438 shares; 2025Q3: 438 shares 438 $59.6K 0.04% 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: not reported; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 500 shares; 2025Q3: 440 shares 440 $59.3K 0.04% -60 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: 250 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 250 shares; 2025Q3: 250 shares 250 $59.1K 0.04% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 916 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 866 shares; 2025Q3: 853 shares 853 $58.4K 0.04% -13 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL 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 loaded; 2025Q1: not loaded; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares 3,000 $56.7K 0.04% 0 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 762 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 762 shares; 2025Q3: 762 shares 762 $55.3K 0.04% 0 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 81 shares; 2025Q3: 81 shares 81 $54K 0.04% 0 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,849 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,069 shares; 2025Q3: 2,069 shares 2,069 $53.5K 0.04% 0 Timeline SAEF 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: 1,913 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,913 shares; 2025Q3: 1,913 shares 1,913 $53.5K 0.04% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 613 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,545 shares; 2025Q3: 1,545 shares 1,545 $53.2K 0.04% 0 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,150 shares; 2025Q3: 1,150 shares 1,150 $52.7K 0.04% 0 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 1,225 shares 1,225 $52.3K 0.04% new Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 300 shares; 2025Q3: 300 shares 300 $51.2K 0.03% 0 Timeline DXJ 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: 572 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 400 shares; 2025Q3: 400 shares 400 $51.2K 0.03% 0 Timeline BSJS 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 loaded; 2025Q1: not loaded; 2025Q2: 2,294 shares; 2025Q3: 2,294 shares 2,294 $50.7K 0.03% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 685 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 535 shares; 2025Q3: 535 shares 535 $50K 0.03% 0 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000 $50K 0.03% 0 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 498 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 498 shares; 2025Q3: 498 shares 498 $49.5K 0.03% 0 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: 330 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 200 shares; 2025Q3: 200 shares 200 $49.3K 0.03% 0 Timeline LCR MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,588 shares; 2025Q3: 1,298 shares 1,298 $49.3K 0.03% -290 Timeline IHF 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: 911 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,009 shares; 2025Q3: 985 shares 985 $48.6K 0.03% -24 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: 1,063 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,063 shares; 2025Q3: 1,063 shares 1,063 $47.9K 0.03% 0 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 loaded; 2025Q1: not loaded; 2025Q2: 41 shares; 2025Q3: 41 shares 41 $47.8K 0.03% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 700 shares; 2025Q3: 700 shares 700 $47.2K 0.03% 0 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: 580 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,091 shares; 2025Q3: 1,081 shares 1,081 $46.8K 0.03% -10 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 519 shares; 2025Q3: 519 shares 519 $46.4K 0.03% 0 Timeline INVESCO EXCH TRD SLF IDX FD 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: 61,985 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4,285 shares; 2025Q3: 1,975 shares 1,975 $45.5K 0.03% -2,310 IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 550 shares; 2025Q3: 700 shares 700 $45.5K 0.03% +150 Timeline BSJQ 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: 85 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,810 shares; 2025Q3: 1,938 shares 1,938 $45.4K 0.03% +128 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: 729 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 729 shares; 2025Q3: 729 shares 729 $45.2K 0.03% 0 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 800 shares; 2025Q3: 780 shares 780 $44.9K 0.03% -20 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 400 shares; 2025Q3: 400 shares 400 $44.7K 0.03% 0 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 520 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 500 shares; 2025Q3: 430 shares 430 $44.4K 0.03% -70 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: 668 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 665 shares; 2025Q3: 665 shares 665 $43.9K 0.03% 0 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 300 shares; 2025Q3: 300 shares 300 $42.4K 0.03% 0 Timeline HEZU 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: 1,005 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,005 shares; 2025Q3: 1,005 shares 1,005 $42.4K 0.03% 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: 2,261 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,631 shares; 2025Q3: 1,631 shares 1,631 $41.6K 0.03% 0 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,156 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 952 shares; 2025Q3: 939 shares 939 $41.1K 0.03% -13 Timeline PCEF 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: 2,550 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,300 shares; 2025Q3: 2,050 shares 2,050 $40.9K 0.03% -250 Timeline CTA 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: 98 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,329 shares; 2025Q3: 1,459 shares 1,459 $40.8K 0.03% +130 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: 403 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 338 shares; 2025Q3: 275 shares 275 $39.2K 0.03% -63 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares 4,000 $39.2K 0.03% 0 Timeline SPIB 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 loaded; 2025Q1: not loaded; 2025Q2: 1,206 shares; 2025Q3: 1,150 shares 1,150 $39K 0.03% -56 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 200 shares; 2025Q3: 200 shares 200 $38.5K 0.03% 0 Timeline EVF EATON VANCE SR INCOME TR More: the full row for EATON VANCE SR INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,175 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 5,860 shares; 2025Q3: 6,855 shares 6,855 $37.6K 0.03% +995 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: 150 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 100 shares; 2025Q3: 100 shares 100 $37.4K 0.03% 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 loaded; 2025Q1: not loaded; 2025Q2: 200 shares; 2025Q3: 200 shares 200 $36.9K 0.03% 0 Timeline TBLU TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 686 shares; 2025Q3: 686 shares 686 $36.6K 0.02% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 395 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 225 shares; 2025Q3: 225 shares 225 $36.5K 0.02% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 331 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 253 shares; 2025Q3: 253 shares 253 $35.4K 0.02% 0 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 791 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 791 shares; 2025Q3: 791 shares 791 $34.7K 0.02% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,700 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 5,800 shares; 2025Q3: 2,900 shares 2,900 $34.7K 0.02% -2,900 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 405 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 300 shares; 2025Q3: 750 shares 750 $34.3K 0.02% +450 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: not reported; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 301 shares; 2025Q3: 301 shares 301 $34K 0.02% 0 Timeline GLAD GLADSTONE CAP CORP More: the full row for GLADSTONE CAP 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 loaded; 2025Q1: not loaded; 2025Q2: 1,550 shares; 2025Q3: 1,550 shares 1,550 $33.9K 0.02% 0 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,650 shares; 2025Q3: 1,650 shares 1,650 $33.7K 0.02% 0 Timeline SH PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 910 shares; 2025Q3: 910 shares 910 $33.6K 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: 250 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 250 shares; 2025Q3: 250 shares 250 $32.6K 0.02% 0 Timeline KBWD 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: 4,625 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares 2,400 $32.5K 0.02% 0 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: 138 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 152 shares; 2025Q3: 152 shares 152 $32.3K 0.02% 0 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: 750 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 750 shares; 2025Q3: 300 shares 300 $32K 0.02% -450 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: 200 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 200 shares; 2025Q3: 200 shares 200 $31.8K 0.02% 0 Timeline KBWP 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: 214 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 259 shares; 2025Q3: 254 shares 254 $31.4K 0.02% -5 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 500 shares; 2025Q3: 500 shares 500 $31.4K 0.02% 0 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 300 shares; 2025Q3: 300 shares 300 $31K 0.02% 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: 846 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 846 shares; 2025Q3: 846 shares 846 $30K 0.02% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 192 shares; 2025Q3: 116 shares 116 $29.7K 0.02% -76 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 600 shares; 2025Q3: 600 shares 600 $29.6K 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: 68 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 68 shares; 2025Q3: 60 shares 60 $29.5K 0.02% -8 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 loaded; 2025Q1: not loaded; 2025Q2: 200 shares; 2025Q3: 200 shares 200 $29.1K 0.02% 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: 470 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 416 shares; 2025Q3: 300 shares 300 $28.9K 0.02% -116 Timeline IYZ 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 loaded; 2025Q1: not loaded; 2025Q2: 850 shares; 2025Q3: 850 shares 850 $27.4K 0.02% 0 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 100 shares; 2025Q3: 100 shares 100 $27.4K 0.02% 0 Timeline MUC BLACKROCK MUNIHLDNGS CALI More: the full row for BLACKROCK MUNIHLDNGS CALI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,513 shares; 2025Q3: 2,513 shares 2,513 $27.3K 0.02% 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: 29 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 15 shares; 2025Q3: 294 shares 294 $27K 0.02% +279 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: 134 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 134 shares; 2025Q3: 134 shares 134 $26.6K 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: 69 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 276 shares; 2025Q3: 276 shares 276 $25.7K 0.02% 0 Timeline PDM PIEDMONT REALTY TRUST INC More: the full row for PIEDMONT REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,828 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,828 shares; 2025Q3: 2,828 shares 2,828 $25.5K 0.02% 0 Timeline MGK 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: 85 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 61 shares; 2025Q3: 63 shares 63 $25.4K 0.02% +2 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 576 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 577 shares; 2025Q3: 577 shares 577 $25.1K 0.02% 0 Timeline ABR ARBOR REALTY TRUST INC More: the full row for ARBOR REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares 2,000 $24.4K 0.02% 0 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 140 shares; 2025Q3: 140 shares 140 $23.8K 0.02% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 39 shares; 2025Q3: 39 shares 39 $23.8K 0.02% 0 Timeline YYY 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: 2,000 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares 2,000 $23.6K 0.02% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 425 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,178 shares; 2025Q3: 1,178 shares 1,178 $23K 0.02% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 222 shares; 2025Q3: 222 shares 222 $22.9K 0.02% 0 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 435 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 435 shares; 2025Q3: 435 shares 435 $22.6K 0.02% 0 Timeline LDDR STONE RIDGE TR More: the full row for STONE RIDGE 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 loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 262 shares 262 $22.5K 0.02% new 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: 250 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 250 shares; 2025Q3: 250 shares 250 $22.4K 0.02% 0 Timeline BSMU 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 loaded; 2025Q1: not loaded; 2025Q2: 1,015 shares; 2025Q3: 1,015 shares 1,015 $22.2K 0.02% 0 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: 65 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 77 shares; 2025Q3: 77 shares 77 $22.1K 0.02% 0 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares 1,500 $22K 0.02% 0 Timeline JPRE 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: 443 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 443 shares; 2025Q3: 443 shares 443 $21.2K 0.01% 0 Timeline BTAL AGF INVTS TR More: the full row for AGF INVTS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,234 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,332 shares; 2025Q3: 1,232 shares 1,232 $19.6K 0.01% -100 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: not reported; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 400 shares; 2025Q3: 400 shares 400 $19.6K 0.01% 0 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 765 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000 $19.1K 0.01% 0 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 200 shares; 2025Q3: 200 shares 200 $19K 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: 118 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 118 shares; 2025Q3: 100 shares 100 $18.8K 0.01% -18 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: 330 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 218 shares; 2025Q3: 218 shares 218 $18.4K 0.01% 0 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 183 shares; 2025Q3: 183 shares 183 $18K 0.01% 0 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: 157 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 157 shares; 2025Q3: 157 shares 157 $17.9K 0.01% 0 Timeline NATL NCR ATLEOS CORPORATION More: the full row for NCR ATLEOS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 375 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 451 shares; 2025Q3: 451 shares 451 $17.7K 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 loaded; 2025Q1: not loaded; 2025Q2: 530 shares; 2025Q3: 530 shares 530 $17.4K 0.01% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 363 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 363 shares; 2025Q3: 363 shares 363 $17.2K 0.01% 0 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: 165 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 165 shares; 2025Q3: 165 shares 165 $17K 0.01% 0 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 65 shares; 2025Q3: 65 shares 65 $16.9K 0.01% 0 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: not reported; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 300 shares; 2025Q3: 300 shares 300 $16.2K 0.01% 0 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000 $16.1K 0.01% 0 Timeline YMAX TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 575 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,240 shares; 2025Q3: 1,240 shares 1,240 $15.9K 0.01% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL 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 loaded; 2025Q1: not loaded; 2025Q2: 600 shares; 2025Q3: 600 shares 600 $15.8K 0.01% 0 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 300 shares; 2025Q3: 300 shares 300 $15.7K 0.01% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 85 shares; 2025Q3: 85 shares 85 $15K 0.01% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 270 shares; 2025Q3: 270 shares 270 $14.9K 0.01% 0 Timeline LTPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 280 shares 280 $14.9K 0.01% new Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 465 shares; 2025Q3: 254 shares 254 $14.5K 0.01% -211 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE 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 loaded; 2025Q1: not loaded; 2025Q2: 425 shares; 2025Q3: 515 shares 515 $14.4K 0.01% +90 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: not reported; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 516 shares; 2025Q3: 516 shares 516 $14.1K 0.01% 0 Timeline KWR QUAKER HOUGHTON More: the full row for QUAKER HOUGHTON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 104 shares; 2025Q3: 104 shares 104 $13.7K 0.01% 0 Timeline SPIP 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: 520 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 520 shares; 2025Q3: 520 shares 520 $13.7K 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: 120 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 120 shares; 2025Q3: 120 shares 120 $13.5K 0.01% 0 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: 60 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 52 shares; 2025Q3: 53 shares 53 $13.5K 0.01% +1 Timeline NCA NUVEEN CALIFORNIA MUNI VLU F More: the full row for NUVEEN CALIFORNIA MUNI VLU F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares 1,500 $13.3K 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: 150 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 150 shares; 2025Q3: 120 shares 120 $13.3K 0.01% -30 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 500 shares; 2025Q3: 500 shares 500 $13.3K 0.01% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 155 shares; 2025Q3: 155 shares 155 $12.9K 0.01% 0 Timeline KBE 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: 215 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 215 shares; 2025Q3: 215 shares 215 $12.8K 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: not reported; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 516 shares; 2025Q3: 516 shares 516 $12.7K 0.01% 0 Timeline PWZ 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 loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 514 shares 514 $12.3K 0.01% new Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC 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 loaded; 2025Q1: not loaded; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares 1,400 $12.3K 0.01% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 50 shares; 2025Q3: 50 shares 50 $12.1K 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: not reported; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 35 shares; 2025Q3: 35 shares 35 $11.5K 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: 51 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 500 shares; 2025Q3: 500 shares 500 $11.5K 0.01% 0 Timeline IUSB 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: 245 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 245 shares; 2025Q3: 245 shares 245 $11.4K 0.01% 0 Timeline DTF DTF TAX-FREE INCOME 2028 TER More: the full row for DTF TAX-FREE INCOME 2028 TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000 $11.4K 0.01% 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: 120 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 120 shares; 2025Q3: 120 shares 120 $11.4K 0.01% 0 Timeline VYX NCR VOYIX CORPORATION More: the full row for NCR VOYIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 902 shares; 2025Q3: 902 shares 902 $11.3K 0.01% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 38 shares; 2025Q3: 38 shares 38 $11K 0.01% 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: 74 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 74 shares; 2025Q3: 52 shares 52 $10.4K 0.01% -22 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 39 shares; 2025Q3: 39 shares 39 $10.2K 0.01% 0 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 99 shares; 2025Q3: 99 shares 99 $9.97K 0.01% 0 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: 100 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 100 shares; 2025Q3: 100 shares 100 $9.85K 0.01% 0 Timeline TDC TERADATA CORP DEL More: the full row for TERADATA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 452 shares; 2025Q3: 452 shares 452 $9.72K 0.01% 0 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 500 shares; 2025Q3: 500 shares 500 $9.69K 0.01% 0 Timeline PSQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 155 shares; 2025Q3: 310 shares 310 $9.62K 0.01% +155 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 326 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 137 shares; 2025Q3: 137 shares 137 $9.29K 0.01% 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: 50 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 50 shares; 2025Q3: 50 shares 50 $9.12K 0.01% 0 Timeline RFI COHEN & STEERS TOTAL RETURN More: the full row for COHEN & STEERS TOTAL RETURN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 750 shares; 2025Q3: 750 shares 750 $9.07K 0.01% 0 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 90 shares; 2025Q3: 90 shares 90 $8.96K 0.01% 0 Timeline DX DYNEX CAP INC More: the full row for DYNEX CAP 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 loaded; 2025Q1: not loaded; 2025Q2: 700 shares; 2025Q3: 700 shares 700 $8.6K 0.01% 0 Timeline VSS 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: 60 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 60 shares; 2025Q3: 60 shares 60 $8.55K 0.01% 0 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: 84 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 84 shares; 2025Q3: 84 shares 84 $8.46K 0.01% 0 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 71 shares; 2025Q3: 71 shares 71 $8.04K 0.01% 0 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 100 shares; 2025Q3: 100 shares 100 $7.86K 0.01% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 56 shares; 2025Q3: 56 shares 56 $7.79K 0.01% 0 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 300 shares; 2025Q3: 345 shares 345 $7.71K 0.01% +45 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 35 shares; 2025Q3: 35 shares 35 $7.63K 0.01% 0 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 195 shares; 2025Q3: 195 shares 195 $6.91K <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: 200 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 200 shares; 2025Q3: 200 shares 200 $6.87K <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: 300 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 300 shares; 2025Q3: 300 shares 300 $6.76K <0.01% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 30 shares; 2025Q3: 30 shares 30 $6.62K <0.01% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 34 shares; 2025Q3: 34 shares 34 $6.61K <0.01% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 735 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 35 shares; 2025Q3: 35 shares 35 $6.55K <0.01% 0 Timeline PHO 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: 100 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 100 shares; 2025Q3: 90 shares 90 $6.49K <0.01% -10 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 200 shares; 2025Q3: 200 shares 200 $6.43K <0.01% 0 Timeline JBBB 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 loaded; 2025Q1: not loaded; 2025Q2: 131 shares; 2025Q3: 131 shares 131 $6.31K <0.01% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 46 shares; 2025Q3: 46 shares 46 $6.16K <0.01% 0 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 180 shares; 2025Q3: 130 shares 130 $6.1K <0.01% -50 Timeline CRVO CERVOMED INC More: the full row for CERVOMED 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 loaded; 2025Q1: not loaded; 2025Q2: 725 shares; 2025Q3: 725 shares 725 $5.87K <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 loaded; 2025Q1: not loaded; 2025Q2: 133 shares; 2025Q3: 133 shares 133 $5.82K <0.01% 0 Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 450 shares; 2025Q3: 500 shares 500 $5.75K <0.01% +50 Timeline VIXY PROSHARES TR II More: the full row for PROSHARES 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 loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 175 shares 175 $5.65K <0.01% new Timeline INTERPUBLIC GROUP COS INTERPUBLIC GROUP COS More: the full row for INTERPUBLIC GROUP COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 174 shares; 2025Q3: 174 shares 174 $4.86K <0.01% 0 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: 4 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4 shares; 2025Q3: 4 shares 4 $4.8K <0.01% 0 Timeline HQL ABRDN LIFE SCIENCES INVESTOR More: the full row for ABRDN LIFE SCIENCES INVESTOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 300 shares; 2025Q3: 300 shares 300 $4.65K <0.01% 0 Timeline FNDX 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: 57 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 171 shares; 2025Q3: 171 shares 171 $4.5K <0.01% 0 Timeline FNDE 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: 123 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 123 shares; 2025Q3: 123 shares 123 $4.45K <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: 211 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 88 shares; 2025Q3: 88 shares 88 $4.44K <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: 28 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 14 shares; 2025Q3: 14 shares 14 $4.28K <0.01% 0 Timeline PKW 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: 32 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 32 shares; 2025Q3: 32 shares 32 $4.24K <0.01% 0 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,300 shares; 2025Q3: 800 shares 800 $4.12K <0.01% -1,500 Timeline OMFL 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: 68 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 68 shares; 2025Q3: 68 shares 68 $4.1K <0.01% 0 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 689 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 136 shares; 2025Q3: 136 shares 136 $3.71K <0.01% 0 Timeline MEGI NYLIM CBRE GLOBAL More: the full row for NYLIM CBRE GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 250 shares; 2025Q3: 250 shares 250 $3.67K <0.01% 0 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 200 shares; 2025Q3: 200 shares 200 $3.61K <0.01% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 33 shares; 2025Q3: 33 shares 33 $3.4K <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: 2 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 30 shares; 2025Q3: 30 shares 30 $3.23K <0.01% 0 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 100 shares; 2025Q3: 100 shares 100 $2.89K <0.01% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 12 shares; 2025Q3: 12 shares 12 $2.84K <0.01% 0 Timeline HYD 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: 78 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 150 shares; 2025Q3: 55 shares 55 $2.8K <0.01% -95 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 17 shares; 2025Q3: 17 shares 17 $2.75K <0.01% 0 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 150 shares; 2025Q3: 150 shares 150 $2.74K <0.01% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 11 shares; 2025Q3: 11 shares 11 $2.59K <0.01% 0 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 72 shares; 2025Q3: 21 shares 21 $2.57K <0.01% -51 Timeline PWS PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 113 shares; 2025Q3: 79 shares 79 $2.54K <0.01% -34 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 200 shares; 2025Q3: 200 shares 200 $2.49K <0.01% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 85 shares; 2025Q3: 85 shares 85 $2.41K <0.01% 0 Timeline OMFS 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: 50 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 50 shares; 2025Q3: 50 shares 50 $2.2K <0.01% 0 Timeline PTBD PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 110 shares; 2025Q3: 110 shares 110 $2.18K <0.01% 0 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: 20 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 20 shares; 2025Q3: 20 shares 20 $2.1K <0.01% 0 Timeline IMFL 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: 73 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 73 shares; 2025Q3: 73 shares 73 $2.02K <0.01% 0 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 20 shares; 2025Q3: 20 shares 20 $1.99K <0.01% 0 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 15 shares; 2025Q3: 15 shares 15 $1.93K <0.01% 0 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,324 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 76 shares; 2025Q3: 62 shares 62 $1.88K <0.01% -14 Timeline PCN PIMCO CORPORATE & INCM STRG More: the full row for PIMCO CORPORATE & INCM STRG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 135 shares; 2025Q3: 135 shares 135 $1.81K <0.01% 0 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: 25 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 15 shares; 2025Q3: 10 shares 10 $1.79K <0.01% -5 Timeline TAN 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: 40 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 40 shares; 2025Q3: 40 shares 40 $1.75K <0.01% 0 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE 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 loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 87 shares 87 $1.65K <0.01% new 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: 4 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 8 shares; 2025Q3: 8 shares 8 $1.63K <0.01% 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: 18 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 17 shares; 2025Q3: 11 shares 11 $1.59K <0.01% -6 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: 11 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 11 shares; 2025Q3: 11 shares 11 $1.56K <0.01% 0 Timeline FOXA FOX CORP More: the full row for FOX 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 loaded; 2025Q1: not loaded; 2025Q2: 24 shares; 2025Q3: 24 shares 24 $1.51K <0.01% 0 Timeline FAN 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: 75 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 75 shares; 2025Q3: 75 shares 75 $1.44K <0.01% 0 Timeline BCSF BAIN CAP SPECIALTY FIN INC More: the full row for BAIN CAP SPECIALTY FIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 100 shares; 2025Q3: 100 shares 100 $1.43K <0.01% 0 Timeline NWL NEWELL BRANDS INC More: the full row for NEWELL BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 250 shares; 2025Q3: 250 shares 250 $1.31K <0.01% 0 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 20 shares; 2025Q3: 20 shares 20 $1.29K <0.01% 0 Timeline GNSS GENASYS INC More: the full row for GENASYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 500 shares; 2025Q3: 500 shares 500 $1.23K <0.01% 0 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 100 shares; 2025Q3: 100 shares 100 $1.22K <0.01% 0 Timeline NWSA NEWS CORP NEW More: the full row for NEWS 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 loaded; 2025Q1: not loaded; 2025Q2: 36 shares; 2025Q3: 36 shares 36 $1.11K <0.01% 0 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 7 shares; 2025Q3: 7 shares 7 $1K <0.01% 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: 178 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 41 shares; 2025Q3: 6 shares 6 $971 <0.01% -35 Timeline OXY/WS OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 38 shares; 2025Q3: 38 shares 38 $969 <0.01% 0 Timeline YIELDMAX SHORT TSLA OPTION … YIELDMAX SHORT TSLA OPTION INCOME… More: the full row for YIELDMAX SHORT TSLA OPTION INCOME STRATEGY ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 300 shares 300 $933 <0.01% new OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 82 shares; 2025Q3: 82 shares 82 $876 <0.01% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2 shares; 2025Q3: 2 shares 2 $783 <0.01% 0 Timeline HEFA 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 loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 19 shares 19 $753 <0.01% new Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 130 shares; 2025Q3: 130 shares 130 $659 <0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 6 shares; 2025Q3: 6 shares 6 $451 <0.01% 0 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 7 shares; 2025Q3: 7 shares 7 $301 <0.01% 0 Timeline VAC MARRIOTT VACATIONS WORLDWIDE More: the full row for MARRIOTT VACATIONS WORLDWIDE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3 shares; 2025Q3: 3 shares 3 $200 <0.01% 0 Timeline LGLV 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: 156 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 6 shares; 2025Q3: 1 shares 1 $178 <0.01% -5 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 2 shares 2 $147 <0.01% new Timeline FTRE FORTREA HLDGS INC More: the full row for FORTREA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 12 shares; 2025Q3: 12 shares 12 $101 <0.01% 0 Timeline GERN GERON CORP More: the full row for GERON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 40 shares; 2025Q3: 40 shares 40 $55 <0.01% 0 Timeline