EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 462,001 shares; 2024Q4: 465,833 shares; 2025Q1: 471,838 shares; 2025Q2: 679,009 shares; 2025Q3: 696,832 shares; 2025Q4: 722,977 shares; 2026Q1: 737,659 shares 737,659 $54.8M 13.03% +14,682 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 709,608 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 379,283 shares; 2025Q3: 383,923 shares; 2025Q4: 382,740 shares; 2026Q1: 399,490 shares 399,490 $39.7M 9.42% +16,750 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; 2024Q2: restricted; 2024Q3: 130,965 shares; 2024Q4: 127,875 shares; 2025Q1: 134,421 shares; 2025Q2: 132,368 shares; 2025Q3: 133,076 shares; 2025Q4: 266,690 shares; 2026Q1: 267,555 shares 267,555 $35.6M 8.45% +865 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,351 shares; 2024Q4: 91,205 shares; 2025Q1: 91,132 shares; 2025Q2: 81,089 shares; 2025Q3: 86,643 shares; 2025Q4: 86,690 shares; 2026Q1: 87,041 shares 87,041 $22.1M 5.25% +351 Timeline ZD ZIFF DAVIS INC More: the full row for ZIFF DAVIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 349,868 shares; 2024Q4: 363,527 shares; 2025Q1: 406,495 shares; 2025Q2: 406,495 shares; 2025Q3: 406,495 shares; 2025Q4: 420,155 shares; 2026Q1: 470,282 shares 470,282 $19.7M 4.69% +50,127 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; 2024Q2: restricted; 2024Q3: 35,075 shares; 2024Q4: 34,465 shares; 2025Q1: 48,276 shares; 2025Q2: 27,049 shares; 2025Q3: 27,528 shares; 2025Q4: 28,623 shares; 2026Q1: 30,124 shares 30,124 $19.6M 4.66% +1,501 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; 2024Q2: restricted; 2024Q3: 33,548 shares; 2024Q4: 33,176 shares; 2025Q1: 33,132 shares; 2025Q2: 33,080 shares; 2025Q3: 32,121 shares; 2025Q4: 31,740 shares; 2026Q1: 31,773 shares 31,773 $19M 4.51% +33 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,713 shares; 2024Q4: 65,445 shares; 2025Q1: 65,314 shares; 2025Q2: 65,052 shares; 2025Q3: 65,129 shares; 2025Q4: 64,941 shares; 2026Q1: 62,322 shares 62,322 $17.9M 4.25% -2,619 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; 2024Q2: restricted; 2024Q3: 526,536 shares; 2024Q4: 155,843 shares; 2025Q1: 154,706 shares; 2025Q2: 162,598 shares; 2025Q3: 186,105 shares; 2025Q4: 181,106 shares; 2026Q1: 172,049 shares 172,049 $15.2M 3.6% -9,057 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,123 shares; 2024Q4: 38,565 shares; 2025Q1: 38,647 shares; 2025Q2: 37,978 shares; 2025Q3: 39,271 shares; 2025Q4: 39,230 shares; 2026Q1: 39,973 shares 39,973 $14.8M 3.52% +743 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; 2024Q2: restricted; 2024Q3: 49,359 shares; 2024Q4: 48,655 shares; 2025Q1: 48,663 shares; 2025Q2: 47,682 shares; 2025Q3: 47,807 shares; 2025Q4: 47,804 shares; 2026Q1: 48,165 shares 48,165 $14.2M 3.37% +361 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; 2024Q2: restricted; 2024Q3: 125,852 shares; 2024Q4: 125,769 shares; 2025Q1: 85,191 shares; 2025Q2: 84,944 shares; 2025Q3: 85,156 shares; 2025Q4: 86,137 shares; 2026Q1: 87,515 shares 87,515 $12.8M 3.05% +1,378 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; 2024Q2: restricted; 2024Q3: 47,749 shares; 2024Q4: 46,246 shares; 2025Q1: 46,717 shares; 2025Q2: 45,394 shares; 2025Q3: 44,938 shares; 2025Q4: 44,413 shares; 2026Q1: 44,484 shares 44,484 $9.26M 2.2% +71 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; 2024Q2: restricted; 2024Q3: 22,132 shares; 2024Q4: 34,213 shares; 2025Q1: 138,980 shares; 2025Q2: 99,808 shares; 2025Q3: 100,452 shares; 2025Q4: 100,487 shares; 2026Q1: 105,611 shares 105,611 $7.93M 1.88% +5,124 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; 2024Q2: restricted; 2024Q3: 34,280 shares; 2024Q4: 33,790 shares; 2025Q1: 33,860 shares; 2025Q2: 33,623 shares; 2025Q3: 33,969 shares; 2025Q4: 69,472 shares; 2026Q1: 70,235 shares 70,235 $7.65M 1.82% +763 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,371 shares; 2024Q4: 70,207 shares; 2025Q1: 71,256 shares; 2025Q2: 70,929 shares; 2025Q3: 73,666 shares; 2025Q4: 75,596 shares; 2026Q1: 76,333 shares 76,333 $6.26M 1.49% +737 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; 2024Q2: restricted; 2024Q3: 16,009 shares; 2024Q4: 16,009 shares; 2025Q1: 16,009 shares; 2025Q2: 16,009 shares; 2025Q3: 16,009 shares; 2025Q4: 16,064 shares; 2026Q1: 16,064 shares 16,064 $4.86M 1.15% 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; 2024Q2: restricted; 2024Q3: 34,500 shares; 2024Q4: 34,500 shares; 2025Q1: 34,250 shares; 2025Q2: 34,250 shares; 2025Q3: 34,632 shares; 2025Q4: 34,250 shares; 2026Q1: 34,250 shares 34,250 $4.66M 1.11% 0 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; 2024Q2: restricted; 2024Q3: 6,621 shares; 2024Q4: 6,729 shares; 2025Q1: 6,703 shares; 2025Q2: 6,703 shares; 2025Q3: 8,053 shares; 2025Q4: 8,098 shares; 2026Q1: 8,320 shares 8,320 $3.99M 0.95% +222 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,874 shares; 2024Q4: 12,674 shares; 2025Q1: 12,674 shares; 2025Q2: 12,514 shares; 2025Q3: 12,514 shares; 2025Q4: 12,222 shares; 2026Q1: 12,567 shares 12,567 $3.61M 0.86% +345 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; 2024Q2: restricted; 2024Q3: 67,243 shares; 2024Q4: 66,567 shares; 2025Q1: 33,872 shares; 2025Q2: 33,728 shares; 2025Q3: 34,929 shares; 2025Q4: 71,818 shares; 2026Q1: 72,784 shares 72,784 $3.34M 0.79% +966 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,378 shares; 2024Q4: 13,378 shares; 2025Q1: 13,261 shares; 2025Q2: 13,250 shares; 2025Q3: 13,250 shares; 2025Q4: 13,242 shares; 2026Q1: 13,242 shares 13,242 $2.8M 0.66% 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; 2024Q2: restricted; 2024Q3: 3,835 shares; 2024Q4: 3,798 shares; 2025Q1: 3,798 shares; 2025Q2: 3,598 shares; 2025Q3: 3,598 shares; 2025Q4: 3,598 shares; 2026Q1: 3,712 shares 3,712 $2.53M 0.6% +114 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,090 shares; 2024Q4: 9,512 shares; 2025Q1: 9,512 shares; 2025Q2: 9,512 shares; 2025Q3: 9,497 shares; 2025Q4: 9,477 shares; 2026Q1: 9,367 shares 9,367 $2.29M 0.54% -110 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,559 shares; 2024Q4: 14,270 shares; 2025Q1: 16,307 shares; 2025Q2: 14,684 shares; 2025Q3: 14,779 shares; 2025Q4: 11,946 shares; 2026Q1: 12,731 shares 12,731 $2.22M 0.53% +785 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; 2024Q2: restricted; 2024Q3: 924 shares; 2024Q4: 924 shares; 2025Q1: 924 shares; 2025Q2: 924 shares; 2025Q3: 924 shares; 2025Q4: 924 shares; 2026Q1: 924 shares 924 $2.03M 0.48% 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; 2024Q2: restricted; 2024Q3: 7,479 shares; 2024Q4: 7,479 shares; 2025Q1: 7,479 shares; 2025Q2: 7,479 shares; 2025Q3: 7,479 shares; 2025Q4: 7,229 shares; 2026Q1: 7,229 shares 7,229 $1.75M 0.42% 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; 2024Q2: restricted; 2024Q3: 14,582 shares; 2024Q4: 13,755 shares; 2025Q1: 13,365 shares; 2025Q2: 13,365 shares; 2025Q3: 14,034 shares; 2025Q4: 13,734 shares; 2026Q1: 14,164 shares 14,164 $1.7M 0.4% +430 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; 2024Q2: restricted; 2024Q3: 22,413 shares; 2024Q4: 21,823 shares; 2025Q1: 20,700 shares; 2025Q2: 27,553 shares; 2025Q3: 26,701 shares; 2025Q4: 26,566 shares; 2026Q1: 33,239 shares 33,239 $1.67M 0.4% +6,673 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,865 shares; 2024Q4: 7,865 shares; 2025Q1: 7,865 shares; 2025Q2: 7,865 shares; 2025Q3: 7,865 shares; 2025Q4: 7,865 shares; 2026Q1: 7,865 shares 7,865 $1.63M 0.39% 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; 2024Q2: restricted; 2024Q3: 3,648 shares; 2024Q4: 2,947 shares; 2025Q1: 2,947 shares; 2025Q2: 3,062 shares; 2025Q3: 2,382 shares; 2025Q4: 1,882 shares; 2026Q1: 1,904 shares 1,904 $1.61M 0.38% +22 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; 2024Q2: restricted; 2024Q3: 24,363 shares; 2024Q4: 24,288 shares; 2025Q1: 23,810 shares; 2025Q2: 23,810 shares; 2025Q3: 23,810 shares; 2025Q4: 21,249 shares; 2026Q1: 21,077 shares 21,077 $1.6M 0.38% -172 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; 2024Q2: restricted; 2024Q3: 1,878 shares; 2024Q4: 1,848 shares; 2025Q1: 2,069 shares; 2025Q2: 1,881 shares; 2025Q3: 1,881 shares; 2025Q4: 1,737 shares; 2026Q1: 1,737 shares 1,737 $1.6M 0.38% 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; 2024Q2: restricted; 2024Q3: 18,509 shares; 2024Q4: 18,509 shares; 2025Q1: 17,842 shares; 2025Q2: 17,842 shares; 2025Q3: 19,142 shares; 2025Q4: 19,143 shares; 2026Q1: 18,962 shares 18,962 $1.47M 0.35% -181 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,419 shares; 2024Q4: 12,419 shares; 2025Q1: 12,419 shares; 2025Q2: 12,419 shares; 2025Q3: 12,419 shares; 2025Q4: 12,419 shares; 2026Q1: 12,419 shares 12,419 $1.43M 0.34% 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; 2024Q2: restricted; 2024Q3: 10,375 shares; 2024Q4: 10,375 shares; 2025Q1: 10,375 shares; 2025Q2: 10,375 shares; 2025Q3: 26,999 shares; 2025Q4: 26,999 shares; 2026Q1: 26,999 shares 26,999 $1.32M 0.31% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,733 shares; 2024Q4: 8,733 shares; 2025Q1: 8,733 shares; 2025Q2: 8,733 shares; 2025Q3: 8,733 shares; 2025Q4: 8,387 shares; 2026Q1: 8,387 shares 8,387 $1.3M 0.31% 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; 2024Q2: restricted; 2024Q3: 2,955 shares; 2024Q4: 2,955 shares; 2025Q1: 2,925 shares; 2025Q2: 2,925 shares; 2025Q3: 3,525 shares; 2025Q4: 3,341 shares; 2026Q1: 3,466 shares 3,466 $1.22M 0.29% +125 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; 2024Q2: restricted; 2024Q3: 7,242 shares; 2024Q4: 6,809 shares; 2025Q1: 6,809 shares; 2025Q2: 6,809 shares; 2025Q3: 6,809 shares; 2025Q4: 6,809 shares; 2026Q1: 7,159 shares 7,159 $1.21M 0.29% +350 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; 2024Q2: restricted; 2024Q3: 6,327 shares; 2024Q4: 6,376 shares; 2025Q1: 6,476 shares; 2025Q2: 5,913 shares; 2025Q3: 5,913 shares; 2025Q4: 5,994 shares; 2026Q1: 5,719 shares 5,719 $1.12M 0.27% -275 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; 2024Q2: restricted; 2024Q3: 7,857 shares; 2024Q4: 7,649 shares; 2025Q1: 7,449 shares; 2025Q2: 7,449 shares; 2025Q3: 7,449 shares; 2025Q4: 7,357 shares; 2026Q1: 7,257 shares 7,257 $1.05M 0.25% -100 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; 2024Q2: restricted; 2024Q3: 24,593 shares; 2024Q4: 20,693 shares; 2025Q1: 20,293 shares; 2025Q2: 38,744 shares; 2025Q3: 33,922 shares; 2025Q4: 33,922 shares; 2026Q1: 33,922 shares 33,922 $983K 0.23% 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; 2024Q2: restricted; 2024Q3: 3,939 shares; 2024Q4: 3,939 shares; 2025Q1: 3,939 shares; 2025Q2: 4,155 shares; 2025Q3: 4,235 shares; 2025Q4: 4,366 shares; 2026Q1: 4,706 shares 4,706 $974K 0.23% +340 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,155 shares; 2024Q4: 6,870 shares; 2025Q1: 6,870 shares; 2025Q2: 6,870 shares; 2025Q3: 6,870 shares; 2025Q4: 6,495 shares; 2026Q1: 6,495 shares 6,495 $943K 0.22% 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; 2024Q2: restricted; 2024Q3: 20,928 shares; 2024Q4: 20,928 shares; 2025Q1: 20,928 shares; 2025Q2: 20,766 shares; 2025Q3: 22,641 shares; 2025Q4: 22,641 shares; 2026Q1: 22,641 shares 22,641 $929K 0.22% 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; 2024Q2: restricted; 2024Q3: 4,395 shares; 2024Q4: 4,095 shares; 2025Q1: 4,095 shares; 2025Q2: 4,095 shares; 2025Q3: 4,095 shares; 2025Q4: 3,878 shares; 2026Q1: 4,078 shares 4,078 $922K 0.22% +200 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,024 shares; 2024Q4: 9,024 shares; 2025Q1: 9,024 shares; 2025Q2: 9,024 shares; 2025Q3: 9,024 shares; 2025Q4: 8,024 shares; 2026Q1: 8,024 shares 8,024 $910K 0.22% 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; 2024Q2: restricted; 2024Q3: 45,414 shares; 2024Q4: 45,414 shares; 2025Q1: 44,024 shares; 2025Q2: 44,024 shares; 2025Q3: 50,311 shares; 2025Q4: 47,168 shares; 2026Q1: 29,399 shares 29,399 $891K 0.21% -17,769 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; 2024Q2: restricted; 2024Q3: 3,705 shares; 2024Q4: 3,705 shares; 2025Q1: 3,705 shares; 2025Q2: 3,705 shares; 2025Q3: 3,555 shares; 2025Q4: 3,555 shares; 2026Q1: 3,555 shares 3,555 $878K 0.21% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 329 shares; 2024Q4: 358 shares; 2025Q1: 522 shares; 2025Q2: 523 shares; 2025Q3: 523 shares; 2025Q4: 5,330 shares; 2026Q1: 9,118 shares 9,118 $877K 0.21% +3,788 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,778 shares; 2024Q4: 7,778 shares; 2025Q1: 7,778 shares; 2025Q2: 7,778 shares; 2025Q3: 7,778 shares; 2025Q4: 7,778 shares; 2026Q1: 7,778 shares 7,778 $867K 0.21% 0 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,559 shares; 2024Q4: 7,559 shares; 2025Q1: 5,409 shares; 2025Q2: 13,534 shares; 2025Q3: 13,034 shares; 2025Q4: 18,034 shares; 2026Q1: 18,034 shares 18,034 $858K 0.2% 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; 2024Q2: restricted; 2024Q3: 2,001 shares; 2024Q4: 2,001 shares; 2025Q1: 2,074 shares; 2025Q2: 2,365 shares; 2025Q3: 2,365 shares; 2025Q4: 2,444 shares; 2026Q1: 2,582 shares 2,582 $849K 0.2% +138 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,742 shares; 2024Q4: 1,722 shares; 2025Q1: 1,743 shares; 2025Q2: 1,743 shares; 2025Q3: 1,743 shares; 2025Q4: 1,723 shares; 2026Q1: 1,699 shares 1,699 $849K 0.2% -24 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 439 shares; 2024Q4: 439 shares; 2025Q1: 439 shares; 2025Q2: 439 shares; 2025Q3: 439 shares; 2025Q4: 439 shares; 2026Q1: 439 shares 439 $840K 0.2% 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; 2024Q2: restricted; 2024Q3: 3,045 shares; 2024Q4: 3,045 shares; 2025Q1: 3,045 shares; 2025Q2: 3,045 shares; 2025Q3: 3,445 shares; 2025Q4: 3,445 shares; 2026Q1: 3,445 shares 3,445 $814K 0.19% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,780 shares; 2024Q4: 2,780 shares; 2025Q1: 2,780 shares; 2025Q2: 2,780 shares; 2025Q3: 2,780 shares; 2025Q4: 2,710 shares; 2026Q1: 2,710 shares 2,710 $790K 0.19% 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; 2024Q2: restricted; 2024Q3: 29,900 shares; 2024Q4: 25,000 shares; 2025Q1: 23,500 shares; 2025Q2: 23,500 shares; 2025Q3: 23,500 shares; 2025Q4: 23,500 shares; 2026Q1: 23,500 shares 23,500 $788K 0.19% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,287 shares; 2024Q4: 5,309 shares; 2025Q1: 5,309 shares; 2025Q2: 5,633 shares; 2025Q3: 5,633 shares; 2025Q4: 5,846 shares; 2026Q1: 5,846 shares 5,846 $772K 0.18% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 5,600 shares; 2025Q2: 9,900 shares; 2025Q3: 8,000 shares; 2025Q4: 6,900 shares; 2026Q1: 6,900 shares 6,900 $747K 0.18% 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; 2024Q2: restricted; 2024Q3: 3,862 shares; 2024Q4: 3,862 shares; 2025Q1: 3,862 shares; 2025Q2: 3,826 shares; 2025Q3: 3,826 shares; 2025Q4: 3,843 shares; 2026Q1: 3,823 shares 3,823 $742K 0.18% -20 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,950 shares; 2024Q4: 9,950 shares; 2025Q1: 9,850 shares; 2025Q2: 9,850 shares; 2025Q3: 9,850 shares; 2025Q4: 9,850 shares; 2026Q1: 9,850 shares 9,850 $697K 0.17% 0 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,760 shares; 2024Q4: 1,760 shares; 2025Q1: 1,760 shares; 2025Q2: 1,760 shares; 2025Q3: 1,760 shares; 2025Q4: 1,760 shares; 2026Q1: 1,760 shares 1,760 $694K 0.16% 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; 2024Q2: restricted; 2024Q3: 1,223 shares; 2024Q4: 1,223 shares; 2025Q1: 1,223 shares; 2025Q2: 1,223 shares; 2025Q3: 1,223 shares; 2025Q4: 1,229 shares; 2026Q1: 1,229 shares 1,229 $692K 0.16% 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; 2024Q2: restricted; 2024Q3: 5,331 shares; 2024Q4: 4,966 shares; 2025Q1: 4,966 shares; 2025Q2: 4,966 shares; 2025Q3: 5,966 shares; 2025Q4: 5,386 shares; 2026Q1: 5,246 shares 5,246 $687K 0.16% -140 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,200 shares; 2024Q4: 8,100 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 7,800 shares; 2026Q1: 7,773 shares 7,773 $681K 0.16% -27 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,259 shares; 2024Q4: 5,259 shares; 2025Q1: 5,265 shares; 2025Q2: 5,265 shares; 2025Q3: 5,706 shares; 2025Q4: 4,183 shares; 2026Q1: 4,542 shares 4,542 $668K 0.16% +359 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 287 shares; 2024Q4: 537 shares; 2025Q1: 537 shares; 2025Q2: 267 shares; 2025Q3: 467 shares; 2025Q4: 1,401 shares; 2026Q1: 1,401 shares 1,401 $665K 0.16% 0 Timeline RDNT RADNET INC More: the full row for RADNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,791 shares; 2024Q4: 11,791 shares; 2025Q1: 11,791 shares; 2025Q2: 11,791 shares; 2025Q3: 11,791 shares; 2025Q4: 11,791 shares; 2026Q1: 11,791 shares 11,791 $659K 0.16% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,463 shares; 2024Q4: 1,463 shares; 2025Q1: 1,463 shares; 2025Q2: 1,463 shares; 2025Q3: 1,463 shares; 2025Q4: 1,463 shares; 2026Q1: 1,463 shares 1,463 $638K 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; 2024Q2: restricted; 2024Q3: 1,722 shares; 2024Q4: 1,722 shares; 2025Q1: 1,722 shares; 2025Q2: 1,472 shares; 2025Q3: 1,472 shares; 2025Q4: 1,472 shares; 2026Q1: 1,472 shares 1,472 $633K 0.15% 0 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,583 shares; 2024Q4: 1,583 shares; 2025Q1: 1,583 shares; 2025Q2: 1,583 shares; 2025Q3: 1,583 shares; 2025Q4: 1,583 shares; 2026Q1: 1,583 shares 1,583 $601K 0.14% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,687 shares; 2024Q4: 4,587 shares; 2025Q1: 4,487 shares; 2025Q2: 4,487 shares; 2025Q3: 4,487 shares; 2025Q4: 4,487 shares; 2026Q1: 4,425 shares 4,425 $598K 0.14% -62 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,247 shares 2,247 $589K 0.14% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,862 shares; 2024Q4: 5,594 shares; 2025Q1: 5,594 shares; 2025Q2: 5,694 shares; 2025Q3: 5,855 shares; 2025Q4: 5,405 shares; 2026Q1: 5,221 shares 5,221 $536K 0.13% -184 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,740 shares; 2024Q4: 2,472 shares; 2025Q1: 2,472 shares; 2025Q2: 2,697 shares; 2025Q3: 2,697 shares; 2025Q4: 2,447 shares; 2026Q1: 2,447 shares 2,447 $532K 0.13% 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; 2024Q2: restricted; 2024Q3: 2,972 shares; 2024Q4: 2,583 shares; 2025Q1: 2,473 shares; 2025Q2: 2,473 shares; 2025Q3: 2,473 shares; 2025Q4: 2,473 shares; 2026Q1: 2,527 shares 2,527 $513K 0.12% +54 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; 2024Q2: restricted; 2024Q3: 10,374 shares; 2024Q4: 11,378 shares; 2025Q1: 115,416 shares; 2025Q2: 10,374 shares; 2025Q3: 10,374 shares; 2025Q4: 10,374 shares; 2026Q1: 10,374 shares 10,374 $512K 0.12% 0 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,173 shares; 2025Q1: 3,173 shares; 2025Q2: 2,824 shares; 2025Q3: 2,824 shares; 2025Q4: 4,274 shares; 2026Q1: 9,561 shares 9,561 $504K 0.12% +5,287 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 553 shares; 2024Q4: 553 shares; 2025Q1: 553 shares; 2025Q2: 553 shares; 2025Q3: 553 shares; 2025Q4: 555 shares; 2026Q1: 555 shares 555 $497K 0.12% 0 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,600 shares; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares; 2026Q1: 3,600 shares 3,600 $494K 0.12% 0 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,012 shares; 2024Q4: 11,012 shares; 2025Q1: 10,400 shares; 2025Q2: 10,400 shares; 2025Q3: 10,400 shares; 2025Q4: 10,400 shares; 2026Q1: 10,400 shares 10,400 $485K 0.12% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,121 shares; 2024Q4: 1,843 shares; 2025Q1: 1,843 shares; 2025Q2: 1,843 shares; 2025Q3: 1,843 shares; 2025Q4: 1,843 shares; 2026Q1: 1,843 shares 1,843 $480K 0.11% 0 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,305 shares; 2024Q4: 4,305 shares; 2025Q1: 4,305 shares; 2025Q2: 4,305 shares; 2025Q3: 4,305 shares; 2025Q4: 3,583 shares; 2026Q1: 3,583 shares 3,583 $469K 0.11% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,621 shares; 2024Q4: 1,621 shares; 2025Q1: 1,621 shares; 2025Q2: 1,621 shares; 2025Q3: 1,621 shares; 2025Q4: 1,621 shares; 2026Q1: 1,621 shares 1,621 $460K 0.11% 0 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; 2024Q2: restricted; 2024Q3: 794 shares; 2024Q4: 868 shares; 2025Q1: 795 shares; 2025Q2: 772 shares; 2025Q3: 772 shares; 2025Q4: 1,072 shares; 2026Q1: 792 shares 792 $453K 0.11% -280 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; 2024Q2: restricted; 2024Q3: 32,178 shares; 2024Q4: 32,178 shares; 2025Q1: 27,178 shares; 2025Q2: 23,178 shares; 2025Q3: 23,178 shares; 2025Q4: 23,178 shares; 2026Q1: 23,178 shares 23,178 $447K 0.11% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,800 shares; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares; 2025Q2: 4,800 shares; 2025Q3: 4,800 shares; 2025Q4: 4,800 shares; 2026Q1: 4,800 shares 4,800 $446K 0.11% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,099 shares; 2024Q4: 2,099 shares; 2025Q1: 2,099 shares; 2025Q2: 1,862 shares; 2025Q3: 1,862 shares; 2025Q4: 1,842 shares; 2026Q1: 1,834 shares 1,834 $446K 0.11% -8 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,343 shares; 2025Q1: 7,529 shares; 2025Q2: 7,519 shares; 2025Q3: 7,519 shares; 2025Q4: 7,382 shares; 2026Q1: 7,564 shares 7,564 $443K 0.11% +182 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,049 shares; 2025Q4: 1,049 shares; 2026Q1: 1,282 shares 1,282 $438K 0.1% +233 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 688 shares; 2025Q1: 814 shares; 2025Q2: 814 shares; 2025Q3: 814 shares; 2025Q4: 1,014 shares; 2026Q1: 1,102 shares 1,102 $430K 0.1% +88 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $424K 0.1% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,366 shares; 2024Q4: 1,366 shares; 2025Q1: 1,366 shares; 2025Q2: 1,366 shares; 2025Q3: 1,366 shares; 2025Q4: 1,366 shares; 2026Q1: 1,392 shares 1,392 $415K 0.1% +26 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,059 shares; 2024Q4: 2,059 shares; 2025Q1: 2,059 shares; 2025Q2: 2,059 shares; 2025Q3: 3,859 shares; 2025Q4: 3,859 shares; 2026Q1: 3,759 shares 3,759 $412K 0.1% -100 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; 2024Q2: restricted; 2024Q3: 10,600 shares; 2024Q4: 10,200 shares; 2025Q1: 13,200 shares; 2025Q2: 13,200 shares; 2025Q3: 13,200 shares; 2025Q4: 9,100 shares; 2026Q1: 8,100 shares 8,100 $408K 0.1% -1,000 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $407K 0.1% 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; 2024Q2: restricted; 2024Q3: 5,316 shares; 2024Q4: 5,534 shares; 2025Q1: 5,534 shares; 2025Q2: 5,534 shares; 2025Q3: 5,534 shares; 2025Q4: 5,524 shares; 2026Q1: 5,524 shares 5,524 $407K 0.1% 0 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,355 shares; 2024Q4: 2,355 shares; 2025Q1: 2,355 shares; 2025Q2: 2,355 shares; 2025Q3: 2,355 shares; 2025Q4: 2,355 shares; 2026Q1: 2,355 shares 2,355 $403K 0.1% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,523 shares; 2025Q4: 7,816 shares; 2026Q1: 5,627 shares 5,627 $383K 0.09% -2,189 Timeline CACC CREDIT ACCEP CORP MICH More: the full row for CREDIT ACCEP CORP MICH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 891 shares; 2024Q4: 891 shares; 2025Q1: 891 shares; 2025Q2: 891 shares; 2025Q3: 891 shares; 2025Q4: 891 shares; 2026Q1: 891 shares 891 $377K 0.09% 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; 2024Q2: restricted; 2024Q3: 3,434 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,183 shares; 2025Q3: 2,183 shares; 2025Q4: 2,183 shares; 2026Q1: 3,013 shares 3,013 $374K 0.09% +830 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; 2024Q2: restricted; 2024Q3: 2,523 shares; 2024Q4: 2,472 shares; 2025Q1: 3,635 shares; 2025Q2: 2,519 shares; 2025Q3: 2,519 shares; 2025Q4: 5,038 shares; 2026Q1: 6,072 shares 6,072 $372K 0.09% +1,034 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,088 shares 19,088 $358K 0.09% new Timeline EFIV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,299 shares; 2024Q4: 5,299 shares; 2025Q1: 5,418 shares; 2025Q2: 5,418 shares; 2025Q3: 5,418 shares; 2025Q4: 5,418 shares; 2026Q1: 5,615 shares 5,615 $354K 0.08% +197 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,779 shares; 2026Q1: 1,740 shares 1,740 $354K 0.08% -39 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 404 shares; 2025Q3: 404 shares; 2025Q4: 404 shares; 2026Q1: 404 shares 404 $353K 0.08% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,250 shares 4,250 $350K 0.08% new 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; 2024Q2: restricted; 2024Q3: 4,324 shares; 2024Q4: 6,524 shares; 2025Q1: 6,524 shares; 2025Q2: 7,266 shares; 2025Q3: 7,266 shares; 2025Q4: 7,708 shares; 2026Q1: 5,208 shares 5,208 $339K 0.08% -2,500 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; 2024Q2: restricted; 2024Q3: 995 shares; 2024Q4: 995 shares; 2025Q1: 995 shares; 2025Q2: 995 shares; 2025Q3: 995 shares; 2025Q4: 995 shares; 2026Q1: 1,245 shares 1,245 $332K 0.08% +250 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,100 shares; 2024Q4: 3,100 shares; 2025Q1: 3,100 shares; 2025Q2: 3,100 shares; 2025Q3: 3,100 shares; 2025Q4: 3,100 shares; 2026Q1: 3,100 shares 3,100 $331K 0.08% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,988 shares; 2025Q1: 2,988 shares; 2025Q2: 2,988 shares; 2025Q3: 3,505 shares; 2025Q4: 3,505 shares; 2026Q1: 3,505 shares 3,505 $329K 0.08% 0 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,900 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $327K 0.08% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,213 shares; 2024Q4: 1,213 shares; 2025Q1: 1,213 shares; 2025Q2: 1,213 shares; 2025Q3: 1,213 shares; 2025Q4: 1,213 shares; 2026Q1: 1,333 shares 1,333 $323K 0.08% +120 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 752 shares; 2024Q4: 752 shares; 2025Q1: 752 shares; 2025Q2: 752 shares; 2025Q3: 752 shares; 2025Q4: 752 shares; 2026Q1: 742 shares 742 $316K 0.08% -10 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; 2024Q2: restricted; 2024Q3: 6,400 shares; 2024Q4: 6,400 shares; 2025Q1: 5,650 shares; 2025Q2: 4,400 shares; 2025Q3: not reported; 2025Q4: 4,400 shares; 2026Q1: 5,140 shares 5,140 $312K 0.07% +740 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,836 shares; 2024Q4: 8,836 shares; 2025Q1: 8,336 shares; 2025Q2: 8,336 shares; 2025Q3: 8,736 shares; 2025Q4: 8,736 shares; 2026Q1: 8,736 shares 8,736 $310K 0.07% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 403 shares; 2024Q4: 403 shares; 2025Q1: 403 shares; 2025Q2: 403 shares; 2025Q3: 403 shares; 2025Q4: 403 shares; 2026Q1: 403 shares 403 $294K 0.07% 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; 2024Q2: restricted; 2024Q3: 1,043 shares; 2024Q4: 1,043 shares; 2025Q1: 1,043 shares; 2025Q2: 1,093 shares; 2025Q3: 1,093 shares; 2025Q4: 1,093 shares; 2026Q1: 1,093 shares 1,093 $292K 0.07% 0 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,568 shares; 2025Q4: 3,440 shares; 2026Q1: 3,440 shares 3,440 $288K 0.07% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,940 shares 2,940 $287K 0.07% new Timeline ROM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,176 shares; 2024Q4: 4,176 shares; 2025Q1: 4,176 shares; 2025Q2: 4,176 shares; 2025Q3: 4,176 shares; 2025Q4: 4,176 shares; 2026Q1: 3,620 shares 3,620 $284K 0.07% -556 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,185 shares; 2024Q4: 24,418 shares; 2025Q1: 11,442 shares; 2025Q2: 13,488 shares; 2025Q3: 14,691 shares; 2025Q4: 12,645 shares; 2026Q1: 10,085 shares 10,085 $283K 0.07% -2,560 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,873 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,628 shares; 2025Q4: 3,628 shares; 2026Q1: 3,960 shares 3,960 $282K 0.07% +332 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,458 shares; 2024Q4: 4,458 shares; 2025Q1: 4,458 shares; 2025Q2: 4,458 shares; 2025Q3: 4,458 shares; 2025Q4: not reported; 2026Q1: 4,458 shares 4,458 $282K 0.07% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,700 shares; 2025Q1: not reported; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares; 2026Q1: 1,700 shares 1,700 $280K 0.07% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 773 shares; 2024Q4: 773 shares; 2025Q1: 773 shares; 2025Q2: 773 shares; 2025Q3: 773 shares; 2025Q4: 773 shares; 2026Q1: 773 shares 773 $274K 0.07% 0 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; 2024Q2: restricted; 2024Q3: 618 shares; 2024Q4: 618 shares; 2025Q1: 618 shares; 2025Q2: 618 shares; 2025Q3: 618 shares; 2025Q4: 618 shares; 2026Q1: 618 shares 618 $270K 0.06% 0 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,800 shares 2,800 $261K 0.06% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,709 shares 4,709 $255K 0.06% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,791 shares; 2024Q4: 3,187 shares; 2025Q1: 3,187 shares; 2025Q2: 3,187 shares; 2025Q3: 3,187 shares; 2025Q4: 3,187 shares; 2026Q1: 3,187 shares 3,187 $254K 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; 2024Q2: restricted; 2024Q3: 3,380 shares; 2024Q4: 3,591 shares; 2025Q1: 3,380 shares; 2025Q2: 3,380 shares; 2025Q3: 3,130 shares; 2025Q4: 2,780 shares; 2026Q1: 2,590 shares 2,590 $250K 0.06% -190 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,179 shares; 2024Q4: 1,179 shares; 2025Q1: 1,179 shares; 2025Q2: 1,179 shares; 2025Q3: not reported; 2025Q4: 1,179 shares; 2026Q1: 1,179 shares 1,179 $246K 0.06% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 509 shares; 2024Q4: 509 shares; 2025Q1: 494 shares; 2025Q2: 494 shares; 2025Q3: 494 shares; 2025Q4: 494 shares; 2026Q1: 494 shares 494 $245K 0.06% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,261 shares 1,261 $242K 0.06% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,224 shares; 2025Q4: 4,224 shares; 2026Q1: 4,224 shares 4,224 $228K 0.05% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 780 shares 780 $224K 0.05% new Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,600 shares; 2025Q1: not reported; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 5,400 shares; 2026Q1: 5,400 shares 5,400 $218K 0.05% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares 2,400 $215K 0.05% 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; 2024Q2: restricted; 2024Q3: 1,502 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,372 shares 1,372 $213K 0.05% new Timeline FLNG FLEX LNG LTD More: the full row for FLEX LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,700 shares; 2024Q4: 15,300 shares; 2025Q1: 12,250 shares; 2025Q2: 12,250 shares; 2025Q3: 12,250 shares; 2025Q4: 12,250 shares; 2026Q1: 6,750 shares 6,750 $201K 0.05% -5,500 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,000 shares; 2024Q4: 22,000 shares; 2025Q1: 22,000 shares; 2025Q2: 22,000 shares; 2025Q3: 22,000 shares; 2025Q4: 22,000 shares; 2026Q1: 18,000 shares 18,000 $153K 0.04% -4,000 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,000 shares; 2024Q4: 23,000 shares; 2025Q1: 23,000 shares; 2025Q2: 23,000 shares; 2025Q3: 23,000 shares; 2025Q4: 23,000 shares; 2026Q1: 23,000 shares 23,000 $152K 0.04% 0 Timeline BTG B2GOLD CORP More: the full row for B2GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares; 2026Q1: 30,000 shares 30,000 $136K 0.03% 0 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,500 shares; 2024Q4: 23,500 shares; 2025Q1: 19,950 shares; 2025Q2: 140,400 shares; 2025Q3: 97,050 shares; 2025Q4: 40,400 shares; 2026Q1: 30,400 shares 30,400 $68.7K 0.02% -10,000 Timeline DHF BNY MELLON HIGH YIELD STRATE More: the full row for BNY MELLON HIGH YIELD STRATE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,100 shares; 2024Q4: 25,100 shares; 2025Q1: 25,100 shares; 2025Q2: 25,100 shares; 2025Q3: 25,100 shares; 2025Q4: 25,100 shares; 2026Q1: 25,100 shares 25,100 $61.2K 0.01% 0 Timeline DLTH DULUTH HLDGS INC More: the full row for DULUTH HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,000 shares; 2024Q4: 28,000 shares; 2025Q1: 24,500 shares; 2025Q2: 24,500 shares; 2025Q3: 24,500 shares; 2025Q4: 24,500 shares; 2026Q1: 14,000 shares 14,000 $44.2K 0.01% -10,500 Timeline KSCP KNIGHTSCOPE INC More: the full row for KNIGHTSCOPE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,000 shares; 2026Q1: 10,000 shares 10,000 $41.7K 0.01% -12,000 Timeline XRX XEROX HOLDINGS CORP More: the full row for XEROX HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,159 shares; 2024Q4: 10,235 shares; 2025Q1: 18,235 shares; 2025Q2: not reported; 2025Q3: 19,500 shares; 2025Q4: 54,000 shares; 2026Q1: 29,000 shares 29,000 $37.4K 0.01% -25,000 Timeline URG UR-ENERGY INC More: the full row for UR-ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,000 shares; 2025Q1: 36,000 shares; 2025Q2: 36,000 shares; 2025Q3: 36,000 shares; 2025Q4: 36,000 shares; 2026Q1: 18,000 shares 18,000 $26.8K 0.01% -18,000 Timeline SRFM SURF AIR MOBILITY INC More: the full row for SURF AIR MOBILITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 25,000 shares; 2025Q4: 40,000 shares; 2026Q1: 22,500 shares 22,500 $25.9K 0.01% -17,500 Timeline MIN ABERDEEN INTER INCOME FD More: the full row for ABERDEEN INTER INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $25.1K 0.01% 0 Timeline PROP PRAIRIE OPER CO More: the full row for PRAIRIE OPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 10,000 shares 10,000 $20.3K <0.01% -10,000 Timeline MDCX MEDICUS PHARMA LTD More: the full row for MEDICUS PHARMA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 10,000 shares 10,000 $4.56K <0.01% -10,000 Timeline XRXDW XEROX HOLDINGS CORP More: the full row for XEROX HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,500 shares 19,500 $1.76K <0.01% new Timeline LUCYW INNOVATIVE EYEWEAR INC More: the full row for INNOVATIVE EYEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,388 shares; 2024Q4: 31,388 shares; 2025Q1: 31,388 shares; 2025Q2: 31,388 shares; 2025Q3: 31,388 shares; 2025Q4: 31,388 shares; 2026Q1: 31,388 shares 31,388 $1.72K <0.01% 0 Timeline