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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,523 shares; 2024Q4: 16,527 shares; 2025Q1: 18,841 shares; 2025Q2: 18,406 shares; 2025Q3: 22,457 shares; 2025Q4: 33,762 shares 33,762 $21.2M 7.42% +11,305 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,480 shares; 2024Q4: 13,404 shares; 2025Q1: 11,014 shares; 2025Q2: 12,790 shares; 2025Q3: 12,999 shares; 2025Q4: 13,033 shares 13,033 $8.89M 3.11% +34 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,760 shares; 2024Q4: 16,789 shares; 2025Q1: 18,090 shares; 2025Q2: 17,912 shares; 2025Q3: 17,924 shares; 2025Q4: 18,265 shares 18,265 $8.83M 3.1% +341 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,893 shares; 2024Q4: 106,894 shares; 2025Q1: 106,973 shares; 2025Q2: 102,409 shares; 2025Q3: 109,098 shares; 2025Q4: 109,137 shares 109,137 $7.58M 2.66% +39 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,220 shares; 2024Q4: 4,806 shares; 2025Q1: 9,919 shares; 2025Q2: 10,642 shares; 2025Q3: 16,120 shares; 2025Q4: 22,308 shares 22,308 $7.48M 2.62% +6,188 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,651 shares; 2024Q4: 16,971 shares; 2025Q1: 16,763 shares; 2025Q2: 15,430 shares; 2025Q3: 17,434 shares; 2025Q4: 39,091 shares 39,091 $7.47M 2.62% +21,657 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,444 shares; 2024Q4: 21,431 shares; 2025Q1: 20,137 shares; 2025Q2: 21,019 shares; 2025Q3: 22,084 shares; 2025Q4: 21,806 shares 21,806 $6.83M 2.39% -278 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 500 shares; 2025Q1: not reported; 2025Q2: 553 shares; 2025Q3: 883 shares; 2025Q4: 13,377 shares 13,377 $6.53M 2.29% +12,494 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,027 shares; 2024Q4: 80,516 shares; 2025Q1: 79,216 shares; 2025Q2: 81,055 shares; 2025Q3: 83,132 shares; 2025Q4: 82,389 shares 82,389 $6.06M 2.12% -743 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,567 shares; 2024Q4: 12,619 shares; 2025Q1: 12,724 shares; 2025Q2: 10,602 shares; 2025Q3: 11,506 shares; 2025Q4: 11,631 shares 11,631 $5.85M 2.05% +125 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,921 shares; 2024Q4: 22,154 shares; 2025Q1: 22,287 shares; 2025Q2: 23,835 shares; 2025Q3: 23,771 shares; 2025Q4: 23,882 shares 23,882 $4.94M 1.73% +111 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,030 shares; 2025Q3: 17,030 shares; 2025Q4: 78,967 shares 78,967 $4.93M 1.73% +61,937 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58,335 shares 58,335 $3.82M 1.34% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,909 shares; 2024Q4: 31,357 shares; 2025Q1: 33,302 shares; 2025Q2: 32,732 shares; 2025Q3: 38,395 shares; 2025Q4: 38,868 shares 38,868 $3.73M 1.31% +473 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,757 shares; 2024Q4: 7,757 shares; 2025Q1: 7,757 shares; 2025Q2: 7,606 shares; 2025Q3: 7,593 shares; 2025Q4: 7,588 shares 7,588 $3.65M 1.28% -5 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,697 shares; 2024Q4: 88,584 shares; 2025Q1: 64,520 shares; 2025Q2: 60,320 shares; 2025Q3: 57,320 shares; 2025Q4: 57,835 shares 57,835 $3.48M 1.22% +515 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,933 shares; 2024Q4: 13,375 shares; 2025Q1: 11,352 shares; 2025Q2: 11,233 shares; 2025Q3: 11,818 shares; 2025Q4: 12,181 shares 12,181 $3.31M 1.16% +363 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,456 shares; 2024Q4: 9,441 shares; 2025Q1: 9,441 shares; 2025Q2: 9,613 shares; 2025Q3: 9,774 shares; 2025Q4: 9,876 shares 9,876 $3.18M 1.12% +102 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,567 shares; 2024Q4: 33,567 shares; 2025Q1: 34,209 shares; 2025Q2: 31,669 shares; 2025Q3: 25,924 shares; 2025Q4: 26,799 shares 26,799 $3.05M 1.07% +875 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,804 shares; 2024Q4: 17,404 shares; 2025Q1: 17,404 shares; 2025Q2: 12,012 shares; 2025Q3: 54,470 shares; 2025Q4: 57,476 shares 57,476 $3.03M 1.06% +3,006 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,553 shares; 2024Q4: 14,553 shares; 2025Q1: 14,259 shares; 2025Q2: 14,228 shares; 2025Q3: 14,259 shares; 2025Q4: 14,259 shares 14,259 $3M 1.05% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,295 shares; 2024Q4: 20,993 shares; 2025Q1: 20,094 shares; 2025Q2: 16,651 shares; 2025Q3: 13,219 shares; 2025Q4: 14,499 shares 14,499 $2.83M 0.99% +1,280 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,671 shares; 2024Q4: 16,208 shares; 2025Q1: 36,130 shares; 2025Q2: 39,854 shares; 2025Q3: 48,082 shares; 2025Q4: 53,634 shares 53,634 $2.73M 0.96% +5,552 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,707 shares; 2024Q4: 5,707 shares; 2025Q1: 5,707 shares; 2025Q2: 5,668 shares; 2025Q3: 5,707 shares; 2025Q4: 5,707 shares 5,707 $2.7M 0.95% 0 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,313 shares; 2024Q4: 63,871 shares; 2025Q1: 63,871 shares; 2025Q2: 63,871 shares; 2025Q3: 63,871 shares; 2025Q4: 62,101 shares 62,101 $2.65M 0.93% -1,770 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,947 shares; 2024Q4: 49,517 shares; 2025Q1: 62,277 shares; 2025Q2: 62,277 shares; 2025Q3: 62,277 shares; 2025Q4: 63,745 shares 63,745 $2.6M 0.91% +1,468 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,820 shares; 2024Q4: 7,100 shares; 2025Q1: 11,702 shares; 2025Q2: 11,599 shares; 2025Q3: 11,599 shares; 2025Q4: 13,428 shares 13,428 $2.5M 0.88% +1,829 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,098 shares; 2024Q4: 12,088 shares; 2025Q1: 11,088 shares; 2025Q2: 16,059 shares; 2025Q3: 15,991 shares; 2025Q4: 16,321 shares 16,321 $2.49M 0.87% +330 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,675 shares; 2024Q4: 8,375 shares; 2025Q1: 8,375 shares; 2025Q2: 8,375 shares; 2025Q3: 8,375 shares; 2025Q4: 8,547 shares 8,547 $2.46M 0.86% +172 Timeline JCPB 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,791 shares; 2024Q4: 9,791 shares; 2025Q1: 9,757 shares; 2025Q2: 9,557 shares; 2025Q3: 51,283 shares; 2025Q4: 51,755 shares 51,755 $2.45M 0.86% +472 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 406 shares; 2024Q4: 1,147 shares; 2025Q1: 2,243 shares; 2025Q2: 2,197 shares; 2025Q3: 2,197 shares; 2025Q4: 2,243 shares 2,243 $2.4M 0.84% +46 Timeline GHC GRAHAM HLDGS CO More: the full row for GRAHAM HLDGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,342 shares; 2024Q4: 2,171 shares; 2025Q1: 2,171 shares; 2025Q2: 2,171 shares; 2025Q3: 2,171 shares; 2025Q4: 2,171 shares 2,171 $2.39M 0.84% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,606 shares; 2024Q4: 6,460 shares; 2025Q1: 6,375 shares; 2025Q2: 6,309 shares; 2025Q3: 6,467 shares; 2025Q4: 6,930 shares 6,930 $2.38M 0.84% +463 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,209 shares; 2024Q4: 25,954 shares; 2025Q1: 17,089 shares; 2025Q2: 13,194 shares; 2025Q3: 11,671 shares; 2025Q4: 12,926 shares 12,926 $2.37M 0.83% +1,255 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,488 shares; 2024Q4: 9,166 shares; 2025Q1: 9,166 shares; 2025Q2: 9,142 shares; 2025Q3: 9,593 shares; 2025Q4: 10,249 shares 10,249 $2.34M 0.82% +656 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,160 shares; 2024Q4: 1,080 shares; 2025Q1: 1,080 shares; 2025Q2: 1,080 shares; 2025Q3: 1,080 shares; 2025Q4: 1,080 shares 1,080 $2.24M 0.79% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,808 shares; 2024Q4: 18,401 shares; 2025Q1: 18,401 shares; 2025Q2: 13,795 shares; 2025Q3: 13,852 shares; 2025Q4: 18,407 shares 18,407 $2.22M 0.78% +4,555 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 74,418 shares; 2025Q4: 78,141 shares 78,141 $2.08M 0.73% +3,723 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,975 shares; 2024Q4: 4,975 shares; 2025Q1: 4,975 shares; 2025Q2: 4,923 shares; 2025Q3: 5,007 shares; 2025Q4: 5,007 shares 5,007 $1.98M 0.7% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 83,542 shares; 2025Q4: 83,542 shares 83,542 $1.98M 0.69% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,880 shares; 2024Q4: 1,440 shares; 2025Q1: 4,064 shares; 2025Q2: 4,466 shares; 2025Q3: 5,875 shares; 2025Q4: 9,711 shares 9,711 $1.89M 0.66% +3,836 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,553 shares; 2024Q4: 2,520 shares; 2025Q1: 2,520 shares; 2025Q2: 2,542 shares; 2025Q3: 2,568 shares; 2025Q4: 2,462 shares 2,462 $1.86M 0.65% -106 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,114 shares; 2024Q4: 5,815 shares; 2025Q1: 5,874 shares; 2025Q2: 5,167 shares; 2025Q3: 5,167 shares; 2025Q4: 5,241 shares 5,241 $1.84M 0.64% +74 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,394 shares; 2024Q4: 5,394 shares; 2025Q1: 5,437 shares; 2025Q2: 5,321 shares; 2025Q3: 5,337 shares; 2025Q4: 5,426 shares 5,426 $1.83M 0.64% +89 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,142 shares; 2024Q4: 7,501 shares; 2025Q1: 7,501 shares; 2025Q2: 7,481 shares; 2025Q3: 7,501 shares; 2025Q4: 7,883 shares 7,883 $1.82M 0.64% +382 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 835 shares; 2024Q4: 822 shares; 2025Q1: 1,798 shares; 2025Q2: 1,144 shares; 2025Q3: 1,798 shares; 2025Q4: 2,904 shares 2,904 $1.78M 0.63% +1,106 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,268 shares; 2024Q4: 11,268 shares; 2025Q1: 11,582 shares; 2025Q2: 11,399 shares; 2025Q3: 20,466 shares; 2025Q4: 20,956 shares 20,956 $1.76M 0.62% +490 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,687 shares; 2024Q4: 25,687 shares; 2025Q1: 18,223 shares; 2025Q2: 15,598 shares; 2025Q3: 15,812 shares; 2025Q4: 15,812 shares 15,812 $1.65M 0.58% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,645 shares; 2024Q4: 28,151 shares; 2025Q1: 28,152 shares; 2025Q2: 26,152 shares; 2025Q3: 26,153 shares; 2025Q4: 18,673 shares 18,673 $1.64M 0.57% -7,480 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,121 shares; 2024Q4: 46,121 shares; 2025Q1: 46,121 shares; 2025Q2: 46,121 shares; 2025Q3: 46,121 shares; 2025Q4: 46,121 shares 46,121 $1.6M 0.56% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,272 shares; 2024Q4: 20,496 shares; 2025Q1: 21,736 shares; 2025Q2: 19,286 shares; 2025Q3: 21,736 shares; 2025Q4: 26,083 shares 26,083 $1.49M 0.52% +4,347 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,540 shares; 2024Q4: 1,540 shares; 2025Q1: 1,540 shares; 2025Q2: 1,540 shares; 2025Q3: 1,540 shares; 2025Q4: 2,179 shares 2,179 $1.49M 0.52% +639 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,172 shares; 2024Q4: 6,698 shares; 2025Q1: 21,380 shares; 2025Q2: 22,380 shares; 2025Q3: 21,380 shares; 2025Q4: 26,871 shares 26,871 $1.47M 0.52% +5,491 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 691 shares; 2025Q1: 703 shares; 2025Q2: 1,044 shares; 2025Q3: 1,678 shares; 2025Q4: 1,367 shares 1,367 $1.47M 0.51% -311 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,932 shares; 2024Q4: 9,932 shares; 2025Q1: 10,132 shares; 2025Q2: 9,854 shares; 2025Q3: 8,985 shares; 2025Q4: 9,096 shares 9,096 $1.46M 0.51% +111 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,241 shares; 2024Q4: 7,386 shares; 2025Q1: 7,318 shares; 2025Q2: 9,852 shares; 2025Q3: 9,946 shares; 2025Q4: 10,057 shares 10,057 $1.44M 0.51% +111 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,331 shares; 2024Q4: 110,838 shares; 2025Q1: 88,838 shares; 2025Q2: 87,225 shares; 2025Q3: 87,306 shares; 2025Q4: 87,390 shares 87,390 $1.44M 0.51% +84 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,542 shares; 2024Q4: 4,895 shares; 2025Q1: 4,405 shares; 2025Q2: 4,736 shares; 2025Q3: 4,226 shares; 2025Q4: 4,086 shares 4,086 $1.41M 0.5% -140 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,570 shares; 2024Q4: 1,785 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,655 shares; 2025Q4: 5,386 shares 5,386 $1.39M 0.49% +3,731 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,927 shares; 2024Q4: 3,180 shares; 2025Q1: 3,180 shares; 2025Q2: 3,465 shares; 2025Q3: 3,465 shares; 2025Q4: 4,292 shares 4,292 $1.35M 0.47% +827 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,168 shares; 2024Q4: 6,605 shares; 2025Q1: 6,605 shares; 2025Q2: not reported; 2025Q3: 25,447 shares; 2025Q4: 25,447 shares 25,447 $1.35M 0.47% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,817 shares; 2024Q4: 5,893 shares; 2025Q1: 5,689 shares; 2025Q2: 5,611 shares; 2025Q3: 4,923 shares; 2025Q4: 4,972 shares 4,972 $1.33M 0.47% +49 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,571 shares 24,571 $1.32M 0.46% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,250 shares; 2024Q4: 39,159 shares; 2025Q1: 37,875 shares; 2025Q2: 37,875 shares; 2025Q3: 37,875 shares; 2025Q4: 52,885 shares 52,885 $1.32M 0.46% +15,010 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,312 shares; 2024Q4: 18,692 shares; 2025Q1: 13,868 shares; 2025Q2: 11,211 shares; 2025Q3: 11,211 shares; 2025Q4: 11,619 shares 11,619 $1.29M 0.45% +408 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,428 shares; 2024Q4: 21,368 shares; 2025Q1: 41,368 shares; 2025Q2: 41,378 shares; 2025Q3: 41,388 shares; 2025Q4: 34,875 shares 34,875 $1.28M 0.45% -6,513 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,240 shares; 2024Q4: 20,707 shares; 2025Q1: 16,441 shares; 2025Q2: 17,837 shares; 2025Q3: 17,906 shares; 2025Q4: 18,119 shares 18,119 $1.27M 0.44% +213 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,007 shares; 2025Q4: 24,224 shares 24,224 $1.23M 0.43% +3,217 Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,300 shares; 2024Q4: 52,300 shares; 2025Q1: 52,300 shares; 2025Q2: 52,000 shares; 2025Q3: 52,000 shares; 2025Q4: 52,000 shares 52,000 $1.21M 0.42% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,300 shares 4,300 $1.2M 0.42% new Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,420 shares; 2024Q4: 3,390 shares; 2025Q1: 3,390 shares; 2025Q2: 3,390 shares; 2025Q3: 3,390 shares; 2025Q4: 3,390 shares 3,390 $1.17M 0.41% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,944 shares; 2024Q4: 8,212 shares; 2025Q1: 6,378 shares; 2025Q2: 6,316 shares; 2025Q3: 6,370 shares; 2025Q4: 7,817 shares 7,817 $1.12M 0.39% +1,447 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,827 shares; 2024Q4: 3,772 shares; 2025Q1: 3,772 shares; 2025Q2: 3,705 shares; 2025Q3: 3,965 shares; 2025Q4: 7,760 shares 7,760 $1.12M 0.39% +3,795 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,563 shares; 2024Q4: 13,350 shares; 2025Q1: 13,350 shares; 2025Q2: 13,350 shares; 2025Q3: 13,350 shares; 2025Q4: 14,029 shares 14,029 $1.08M 0.38% +679 Timeline LAZ LAZARD INC More: the full row for LAZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,071 shares; 2024Q4: 21,071 shares; 2025Q1: 21,071 shares; 2025Q2: 21,071 shares; 2025Q3: 21,071 shares; 2025Q4: 22,086 shares 22,086 $1.07M 0.38% +1,015 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,359 shares; 2024Q4: 5,579 shares; 2025Q1: 5,579 shares; 2025Q2: 5,579 shares; 2025Q3: 5,579 shares; 2025Q4: 5,579 shares 5,579 $1.07M 0.37% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,912 shares; 2024Q4: 8,377 shares; 2025Q1: 4,535 shares; 2025Q2: 4,535 shares; 2025Q3: 4,535 shares; 2025Q4: 5,781 shares 5,781 $1.03M 0.36% +1,246 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,105 shares; 2025Q4: 20,105 shares 20,105 $1.02M 0.36% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,327 shares 3,327 $966K 0.34% new Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,250 shares; 2025Q2: 11,250 shares; 2025Q3: 11,250 shares; 2025Q4: 11,252 shares 11,252 $965K 0.34% +2 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,895 shares; 2024Q4: 8,141 shares; 2025Q1: 8,141 shares; 2025Q2: 7,736 shares; 2025Q3: 7,762 shares; 2025Q4: 9,100 shares 9,100 $958K 0.34% +1,338 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,980 shares; 2024Q4: 3,145 shares; 2025Q1: 2,365 shares; 2025Q2: 3,675 shares; 2025Q3: 3,935 shares; 2025Q4: 3,675 shares 3,675 $944K 0.33% -260 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,939 shares; 2024Q4: 3,545 shares; 2025Q1: 3,545 shares; 2025Q2: 3,545 shares; 2025Q3: 3,545 shares; 2025Q4: 3,545 shares 3,545 $873K 0.31% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,293 shares; 2024Q4: 3,653 shares; 2025Q1: 2,998 shares; 2025Q2: 2,998 shares; 2025Q3: 2,998 shares; 2025Q4: 2,908 shares 2,908 $861K 0.3% -90 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,286 shares; 2024Q4: 5,124 shares; 2025Q1: 4,634 shares; 2025Q2: 4,900 shares; 2025Q3: 4,901 shares; 2025Q4: 4,934 shares 4,934 $856K 0.3% +33 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,740 shares; 2024Q4: 9,740 shares; 2025Q1: 9,929 shares; 2025Q2: 9,740 shares; 2025Q3: 9,765 shares; 2025Q4: 9,908 shares 9,908 $855K 0.3% +143 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,960 shares; 2025Q1: 21,000 shares; 2025Q2: 21,000 shares; 2025Q3: 21,000 shares; 2025Q4: 21,000 shares 21,000 $830K 0.29% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,103 shares; 2024Q4: 5,103 shares; 2025Q1: 5,104 shares; 2025Q2: 5,104 shares; 2025Q3: 5,105 shares; 2025Q4: 5,105 shares 5,105 $817K 0.29% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,274 shares 18,274 $817K 0.29% new Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,000 shares; 2025Q2: 26,000 shares; 2025Q3: 56,000 shares; 2025Q4: 54,000 shares 54,000 $800K 0.28% -2,000 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,558 shares; 2025Q2: 18,200 shares; 2025Q3: 18,826 shares; 2025Q4: 18,826 shares 18,826 $800K 0.28% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 29,800 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,397 shares 30,397 $755K 0.26% +397 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K 0.26% 0 Timeline ZIM ZIM INTEGRATED SHIPPING SERV More: the full row for ZIM INTEGRATED SHIPPING SERV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,500 shares; 2025Q1: 33,500 shares; 2025Q2: 35,500 shares; 2025Q3: 35,500 shares; 2025Q4: 35,500 shares 35,500 $754K 0.26% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,044 shares; 2024Q4: 13,640 shares; 2025Q1: 13,640 shares; 2025Q2: 9,392 shares; 2025Q3: 12,612 shares; 2025Q4: 12,414 shares 12,414 $747K 0.26% -198 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,620 shares; 2024Q4: 27,380 shares; 2025Q1: 27,380 shares; 2025Q2: 15,053 shares; 2025Q3: 15,381 shares; 2025Q4: 15,381 shares 15,381 $735K 0.26% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,008 shares; 2024Q4: 8,185 shares; 2025Q1: 8,185 shares; 2025Q2: 8,185 shares; 2025Q3: 8,185 shares; 2025Q4: 8,185 shares 8,185 $714K 0.25% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,000 shares; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 4,000 shares 4,000 $711K 0.25% +2,000 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,001 shares 4,001 $710K 0.25% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,319 shares; 2024Q4: 5,319 shares; 2025Q1: 8,905 shares; 2025Q2: 8,729 shares; 2025Q3: 8,762 shares; 2025Q4: 8,967 shares 8,967 $709K 0.25% +205 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,869 shares; 2024Q4: 24,787 shares; 2025Q1: 26,787 shares; 2025Q2: 26,818 shares; 2025Q3: 27,452 shares; 2025Q4: 27,516 shares 27,516 $700K 0.25% +64 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,082 shares; 2025Q2: 16,897 shares; 2025Q3: 17,584 shares; 2025Q4: 17,584 shares 17,584 $696K 0.24% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,722 shares; 2024Q4: 17,154 shares; 2025Q1: 17,154 shares; 2025Q2: 17,154 shares; 2025Q3: 12,949 shares; 2025Q4: 12,558 shares 12,558 $691K 0.24% -391 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,071 shares; 2024Q4: 2,071 shares; 2025Q1: 2,071 shares; 2025Q2: 2,045 shares; 2025Q3: 2,071 shares; 2025Q4: 2,241 shares 2,241 $685K 0.24% +170 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,911 shares; 2024Q4: 8,121 shares; 2025Q1: 8,121 shares; 2025Q2: 2,601 shares; 2025Q3: 6,651 shares; 2025Q4: 6,540 shares 6,540 $677K 0.24% -111 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,895 shares; 2024Q4: 1,895 shares; 2025Q1: 1,933 shares; 2025Q2: 1,890 shares; 2025Q3: 1,890 shares; 2025Q4: 1,920 shares 1,920 $672K 0.24% +30 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,390 shares; 2024Q4: 24,810 shares; 2025Q1: 26,810 shares; 2025Q2: 26,550 shares; 2025Q3: 27,504 shares; 2025Q4: 27,567 shares 27,567 $669K 0.23% +63 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,392 shares; 2024Q4: 24,811 shares; 2025Q1: 26,811 shares; 2025Q2: 26,550 shares; 2025Q3: 27,504 shares; 2025Q4: 27,565 shares 27,565 $668K 0.23% +61 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,255 shares; 2025Q3: 14,255 shares; 2025Q4: 14,255 shares 14,255 $667K 0.23% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,420 shares; 2024Q4: 2,710 shares; 2025Q1: 3,585 shares; 2025Q2: 3,585 shares; 2025Q3: 3,585 shares; 2025Q4: 3,585 shares 3,585 $664K 0.23% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,810 shares; 2024Q4: 1,115 shares; 2025Q1: 745 shares; 2025Q2: 1,245 shares; 2025Q3: 510 shares; 2025Q4: 1,010 shares 1,010 $660K 0.23% +500 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,500 shares; 2024Q4: 20,500 shares; 2025Q1: 29,000 shares; 2025Q2: 29,000 shares; 2025Q3: 29,000 shares; 2025Q4: 35,000 shares 35,000 $659K 0.23% +6,000 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,774 shares; 2024Q4: 2,794 shares; 2025Q1: 3,370 shares; 2025Q2: 2,729 shares; 2025Q3: 2,856 shares; 2025Q4: 2,964 shares 2,964 $651K 0.23% +108 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,423 shares; 2024Q4: 23,423 shares; 2025Q1: 23,423 shares; 2025Q2: 23,423 shares; 2025Q3: 23,423 shares; 2025Q4: 23,423 shares 23,423 $644K 0.23% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,740 shares; 2024Q4: 4,690 shares; 2025Q1: 4,491 shares; 2025Q2: 4,690 shares; 2025Q3: 4,690 shares; 2025Q4: 4,943 shares 4,943 $638K 0.22% +253 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,513 shares; 2024Q4: 8,513 shares; 2025Q1: 13,623 shares; 2025Q2: 13,623 shares; 2025Q3: 13,623 shares; 2025Q4: 13,623 shares 13,623 $606K 0.21% 0 Timeline SEB SEABOARD CORP DEL More: the full row for SEABOARD CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 130 shares; 2025Q3: 130 shares; 2025Q4: 130 shares 130 $578K 0.2% 0 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,234 shares; 2024Q4: 17,363 shares; 2025Q1: 23,929 shares; 2025Q2: 23,929 shares; 2025Q3: 24,566 shares; 2025Q4: 24,566 shares 24,566 $575K 0.2% 0 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,943 shares; 2024Q4: 96,943 shares; 2025Q1: 96,943 shares; 2025Q2: 96,943 shares; 2025Q3: 96,943 shares; 2025Q4: 61,943 shares 61,943 $575K 0.2% -35,000 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $562K 0.2% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,592 shares; 2024Q4: 8,335 shares; 2025Q1: 8,335 shares; 2025Q2: 8,335 shares; 2025Q3: 9,670 shares; 2025Q4: 9,670 shares 9,670 $562K 0.2% 0 Timeline PPLI PEOPLE INC More: the full row for PEOPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,975 shares; 2025Q4: 13,325 shares 13,325 $521K 0.18% +3,350 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,816 shares; 2024Q4: 4,908 shares; 2025Q1: 4,908 shares; 2025Q2: 4,908 shares; 2025Q3: 4,908 shares; 2025Q4: 4,908 shares 4,908 $517K 0.18% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,046 shares; 2025Q2: 5,046 shares; 2025Q3: 5,046 shares; 2025Q4: 5,046 shares 5,046 $515K 0.18% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,700 shares; 2024Q4: 2,350 shares; 2025Q1: 2,350 shares; 2025Q2: 2,350 shares; 2025Q3: 3,500 shares; 2025Q4: 4,500 shares 4,500 $508K 0.18% +1,000 Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,969 shares; 2024Q4: 97,000 shares; 2025Q1: 46,622 shares; 2025Q2: 46,622 shares; 2025Q3: 46,622 shares; 2025Q4: 46,622 shares 46,622 $507K 0.18% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,268 shares; 2024Q4: 1,268 shares; 2025Q1: 1,588 shares; 2025Q2: 1,588 shares; 2025Q3: 1,944 shares; 2025Q4: 2,746 shares 2,746 $506K 0.18% +802 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,470 shares; 2025Q3: 1,470 shares; 2025Q4: 2,290 shares 2,290 $497K 0.17% +820 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $496K 0.17% 0 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,704 shares; 2024Q4: 2,671 shares; 2025Q1: 2,672 shares; 2025Q2: 2,674 shares; 2025Q3: 2,675 shares; 2025Q4: 2,676 shares 2,676 $495K 0.17% +1 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,428 shares; 2024Q4: 2,428 shares; 2025Q1: 2,428 shares; 2025Q2: 2,428 shares; 2025Q3: 2,428 shares; 2025Q4: 2,428 shares 2,428 $493K 0.17% 0 Timeline DMLP DORCHESTER MINERALS L P More: the full row for DORCHESTER MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,500 shares; 2024Q4: 46,500 shares; 2025Q1: not reported; 2025Q2: 16,000 shares; 2025Q3: 16,000 shares; 2025Q4: 22,000 shares 22,000 $492K 0.17% +6,000 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,038 shares; 2024Q4: 980 shares; 2025Q1: 980 shares; 2025Q2: 980 shares; 2025Q3: 980 shares; 2025Q4: 1,380 shares 1,380 $485K 0.17% +400 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,615 shares; 2025Q1: 7,965 shares; 2025Q2: 7,965 shares; 2025Q3: 7,965 shares; 2025Q4: 9,685 shares 9,685 $463K 0.16% +1,720 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,174 shares; 2024Q4: 22,174 shares; 2025Q1: 22,625 shares; 2025Q2: 13,027 shares; 2025Q3: 7,002 shares; 2025Q4: 7,211 shares 7,211 $459K 0.16% +209 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,834 shares; 2024Q4: 890 shares; 2025Q1: 799 shares; 2025Q2: 799 shares; 2025Q3: 799 shares; 2025Q4: 799 shares 799 $453K 0.16% 0 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $446K 0.16% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,748 shares; 2024Q4: 1,320 shares; 2025Q1: 1,065 shares; 2025Q2: 1,065 shares; 2025Q3: 1,365 shares; 2025Q4: 1,865 shares 1,865 $427K 0.15% +500 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,158 shares 2,158 $419K 0.15% new Timeline FMS FRESENIUS MEDICAL CARE AG More: the full row for FRESENIUS MEDICAL CARE AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,198 shares; 2025Q1: 9,198 shares; 2025Q2: 11,198 shares; 2025Q3: 9,198 shares; 2025Q4: 2,000 shares 2,000 $415K 0.15% -7,198 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,850 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,200 shares; 2025Q4: 4,200 shares 4,200 $413K 0.14% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,773 shares; 2024Q4: 1,773 shares; 2025Q1: 1,773 shares; 2025Q2: 1,724 shares; 2025Q3: 1,725 shares; 2025Q4: 3,353 shares 3,353 $400K 0.14% +1,628 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,342 shares; 2024Q4: 2,687 shares; 2025Q1: 2,706 shares; 2025Q2: 2,732 shares; 2025Q3: 2,759 shares; 2025Q4: 2,782 shares 2,782 $399K 0.14% +23 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 702 shares; 2025Q4: 1,022 shares 1,022 $398K 0.14% +320 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,855 shares; 2025Q4: 4,855 shares 4,855 $389K 0.14% 0 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $386K 0.14% 0 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,046 shares 13,046 $383K 0.13% new Timeline FVD 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,776 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,219 shares 8,219 $379K 0.13% new Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,300 shares; 2025Q3: 3,000 shares; 2025Q4: 1,700 shares 1,700 $378K 0.13% -1,300 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,310 shares; 2024Q4: 1,655 shares; 2025Q1: 1,655 shares; 2025Q2: 1,655 shares; 2025Q3: 1,655 shares; 2025Q4: 1,655 shares 1,655 $351K 0.12% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,565 shares; 2025Q3: 2,565 shares; 2025Q4: 2,565 shares 2,565 $347K 0.12% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,156 shares; 2024Q4: 2,156 shares; 2025Q1: 2,156 shares; 2025Q2: 2,156 shares; 2025Q3: 2,156 shares; 2025Q4: 2,604 shares 2,604 $346K 0.12% +448 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,900 shares; 2025Q2: 4,900 shares; 2025Q3: 6,085 shares; 2025Q4: 6,085 shares 6,085 $343K 0.12% 0 Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,000 shares 30,000 $339K 0.12% new Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,288 shares; 2024Q4: 2,144 shares; 2025Q1: 2,144 shares; 2025Q2: 2,144 shares; 2025Q3: 2,144 shares; 2025Q4: 3,399 shares 3,399 $339K 0.12% +1,255 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,717 shares; 2024Q4: 4,890 shares; 2025Q1: 4,890 shares; 2025Q2: 4,890 shares; 2025Q3: 4,890 shares; 2025Q4: 7,335 shares 7,335 $337K 0.12% +2,445 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,592 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,475 shares; 2025Q3: 6,475 shares; 2025Q4: 6,475 shares 6,475 $329K 0.12% 0 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,080 shares; 2024Q4: 6,385 shares; 2025Q1: not reported; 2025Q2: 4,780 shares; 2025Q3: 4,090 shares; 2025Q4: 3,590 shares 3,590 $328K 0.12% -500 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,572 shares 11,572 $317K 0.11% new Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,597 shares; 2024Q4: 5,855 shares; 2025Q1: 5,855 shares; 2025Q2: 5,855 shares; 2025Q3: 5,855 shares; 2025Q4: 5,855 shares 5,855 $314K 0.11% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 291 shares; 2025Q3: 291 shares; 2025Q4: 352 shares 352 $309K 0.11% +61 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,753 shares; 2024Q4: 12,888 shares; 2025Q1: 12,888 shares; 2025Q2: 12,918 shares; 2025Q3: 13,632 shares; 2025Q4: 13,689 shares 13,689 $306K 0.11% +57 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,918 shares; 2024Q4: 1,515 shares; 2025Q1: 1,220 shares; 2025Q2: 1,220 shares; 2025Q3: 1,050 shares; 2025Q4: 860 shares 860 $304K 0.11% -190 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,964 shares; 2024Q4: 12,648 shares; 2025Q1: 12,648 shares; 2025Q2: 12,369 shares; 2025Q3: 13,389 shares; 2025Q4: 13,447 shares 13,447 $302K 0.11% +58 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,691 shares; 2024Q4: 12,381 shares; 2025Q1: 12,381 shares; 2025Q2: 12,109 shares; 2025Q3: 13,111 shares; 2025Q4: 13,170 shares 13,170 $301K 0.11% +59 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,354 shares 1,354 $297K 0.1% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,429 shares; 2024Q4: 2,630 shares; 2025Q1: 2,630 shares; 2025Q2: 2,630 shares; 2025Q3: 2,630 shares; 2025Q4: 2,630 shares 2,630 $295K 0.1% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,854 shares; 2024Q4: 1,854 shares; 2025Q1: 1,888 shares; 2025Q2: 1,809 shares; 2025Q3: 1,897 shares; 2025Q4: 1,902 shares 1,902 $294K 0.1% +5 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 288 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 85 shares; 2025Q3: 120 shares; 2025Q4: 146 shares 146 $294K 0.1% +26 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,697 shares; 2025Q1: 1,697 shares; 2025Q2: 1,697 shares; 2025Q3: 1,297 shares; 2025Q4: 1,297 shares 1,297 $294K 0.1% 0 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 45,600 shares; 2025Q2: 14,900 shares; 2025Q3: 14,900 shares; 2025Q4: 14,900 shares 14,900 $282K 0.1% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,530 shares; 2025Q3: 2,530 shares; 2025Q4: 2,530 shares 2,530 $277K 0.1% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 609 shares 609 $274K 0.1% new Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 925 shares; 2025Q4: 925 shares 925 $267K 0.09% 0 Timeline PGX 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,627 shares; 2024Q4: 23,627 shares; 2025Q1: 23,627 shares; 2025Q2: 23,627 shares; 2025Q3: 23,627 shares; 2025Q4: 23,627 shares 23,627 $266K 0.09% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,017 shares; 2024Q4: 3,497 shares; 2025Q1: 3,497 shares; 2025Q2: 3,278 shares; 2025Q3: 3,197 shares; 2025Q4: 3,197 shares 3,197 $265K 0.09% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares 2,000 $262K 0.09% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,518 shares; 2024Q4: 1,518 shares; 2025Q1: 1,518 shares; 2025Q2: 1,518 shares; 2025Q3: 1,518 shares; 2025Q4: 1,518 shares 1,518 $260K 0.09% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,099 shares 2,099 $258K 0.09% new Timeline GLIBK LIBERTY CAP CORP More: the full row for LIBERTY CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,912 shares 6,912 $257K 0.09% new Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,454 shares 3,454 $256K 0.09% new Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares 1,500 $256K 0.09% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,070 shares; 2024Q4: 12,535 shares; 2025Q1: 12,535 shares; 2025Q2: 12,535 shares; 2025Q3: 12,535 shares; 2025Q4: 12,535 shares 12,535 $254K 0.09% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,401 shares; 2025Q4: 1,597 shares 1,597 $245K 0.09% +196 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,777 shares; 2024Q4: 1,020 shares; 2025Q1: 475 shares; 2025Q2: 475 shares; 2025Q3: 475 shares; 2025Q4: 475 shares 475 $230K 0.08% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $228K 0.08% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 397 shares 397 $227K 0.08% new Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,951 shares; 2024Q4: not reported; 2025Q1: 1,775 shares; 2025Q2: 1,775 shares; 2025Q3: 1,775 shares; 2025Q4: 1,775 shares 1,775 $226K 0.08% 0 Timeline CNX CNX RES CORP More: the full row for CNX RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,010 shares; 2025Q1: not reported; 2025Q2: 6,010 shares; 2025Q3: not reported; 2025Q4: 6,010 shares 6,010 $221K 0.08% new Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 591 shares; 2025Q3: 591 shares; 2025Q4: 591 shares 591 $221K 0.08% 0 Timeline MYRG MYR GROUP INC More: the full row for MYR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares 1,000 $218K 0.08% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,361 shares; 2024Q4: not reported; 2025Q1: 980 shares; 2025Q2: 980 shares; 2025Q3: 980 shares; 2025Q4: 980 shares 980 $215K 0.08% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,377 shares; 2025Q3: 1,381 shares; 2025Q4: 1,385 shares 1,385 $215K 0.08% +4 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,253 shares; 2024Q4: 3,047 shares; 2025Q1: not reported; 2025Q2: 3,047 shares; 2025Q3: 3,047 shares; 2025Q4: 3,047 shares 3,047 $215K 0.08% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,661 shares; 2024Q4: 7,751 shares; 2025Q1: 3,825 shares; 2025Q2: 4,595 shares; 2025Q3: 4,595 shares; 2025Q4: 4,595 shares 4,595 $214K 0.07% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 798 shares; 2024Q4: not reported; 2025Q1: 646 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 646 shares 646 $211K 0.07% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,940 shares; 2024Q4: 1,970 shares; 2025Q1: 1,970 shares; 2025Q2: 1,970 shares; 2025Q3: 1,355 shares; 2025Q4: 1,355 shares 1,355 $209K 0.07% 0 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,000 shares 3,000 $208K 0.07% new Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,530 shares 1,530 $208K 0.07% new Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,363 shares 8,363 $204K 0.07% new Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 218 shares 218 $203K 0.07% new Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,233 shares; 2025Q4: 9,233 shares 9,233 $203K 0.07% 0 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 223 shares; 2025Q4: 223 shares 223 $202K 0.07% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 304 shares; 2025Q3: 304 shares; 2025Q4: 304 shares 304 $201K 0.07% 0 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,600 shares; 2024Q4: 31,600 shares; 2025Q1: 31,600 shares; 2025Q2: 31,600 shares; 2025Q3: 29,600 shares; 2025Q4: 13,000 shares 13,000 $173K 0.06% -16,600 Timeline HTLD HEARTLAND EXPRESS INC More: the full row for HEARTLAND EXPRESS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,670 shares; 2025Q4: 17,660 shares 17,660 $159K 0.06% +6,990 Timeline LBTYA LIBERTY GLOBAL LTD More: the full row for LIBERTY GLOBAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,100 shares; 2024Q4: 12,550 shares; 2025Q1: 12,550 shares; 2025Q2: 12,550 shares; 2025Q3: 12,550 shares; 2025Q4: 12,550 shares 12,550 $140K 0.05% 0 Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $38.4K 0.01% 0 Timeline