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: 963,232 shares; 2024Q4: 959,695 shares; 2025Q1: 953,764 shares; 2025Q2: 1,058,246 shares; 2025Q3: 1,052,301 shares; 2025Q4: 1,086,443 shares 1,086,443 $203M 6.98% +34,142 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: 329,865 shares; 2024Q4: 329,871 shares; 2025Q1: 324,330 shares; 2025Q2: 313,689 shares; 2025Q3: 383,369 shares; 2025Q4: 361,766 shares 361,766 $175M 6.03% -21,603 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: 403,705 shares; 2024Q4: 389,962 shares; 2025Q1: 395,970 shares; 2025Q2: 467,839 shares; 2025Q3: 444,116 shares; 2025Q4: 417,486 shares 417,486 $131M 4.51% -26,630 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: 439,066 shares; 2024Q4: 424,566 shares; 2025Q1: 439,857 shares; 2025Q2: 509,362 shares; 2025Q3: 527,092 shares; 2025Q4: 553,357 shares 553,357 $128M 4.4% +26,265 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: 465,537 shares; 2024Q4: 451,585 shares; 2025Q1: 447,896 shares; 2025Q2: 464,742 shares; 2025Q3: 536,116 shares; 2025Q4: 460,370 shares 460,370 $125M 4.31% -75,746 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,324 shares; 2024Q4: 122,366 shares; 2025Q1: 124,388 shares; 2025Q2: 139,038 shares; 2025Q3: 145,304 shares; 2025Q4: 159,584 shares 159,584 $105M 3.63% +14,280 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: 11,622 shares; 2024Q4: 11,101 shares; 2025Q1: 172,104 shares; 2025Q2: 175,473 shares; 2025Q3: 239,123 shares; 2025Q4: 258,331 shares 258,331 $89.4M 3.08% +19,208 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: 49,054 shares; 2024Q4: 70,574 shares; 2025Q1: 69,431 shares; 2025Q2: 89,682 shares; 2025Q3: 66,048 shares; 2025Q4: 67,130 shares 67,130 $72.1M 2.49% +1,082 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,574 shares; 2024Q4: 140,256 shares; 2025Q1: 137,900 shares; 2025Q2: 101,976 shares; 2025Q3: 166,536 shares; 2025Q4: 164,666 shares 164,666 $69.5M 2.4% -1,870 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,709 shares; 2024Q4: 60,805 shares; 2025Q1: 63,705 shares; 2025Q2: 107,024 shares; 2025Q3: 121,094 shares; 2025Q4: 111,149 shares 111,149 $64.4M 2.22% -9,945 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: 143,558 shares; 2024Q4: 139,166 shares; 2025Q1: 127,793 shares; 2025Q2: 162,303 shares; 2025Q3: 176,181 shares; 2025Q4: 181,502 shares 181,502 $63.7M 2.19% +5,321 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 417,581 shares; 2024Q4: 386,044 shares; 2025Q1: 360,688 shares; 2025Q2: 352,755 shares; 2025Q3: 811,310 shares; 2025Q4: 794,136 shares 794,136 $61.6M 2.12% -17,174 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: 23,719 shares; 2024Q4: 24,962 shares; 2025Q1: 403,049 shares; 2025Q2: 559,272 shares; 2025Q3: 632,490 shares; 2025Q4: 549,196 shares 549,196 $61.2M 2.11% -83,294 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: 185 shares; 2024Q4: 187 shares; 2025Q1: 235,318 shares; 2025Q2: 372,849 shares; 2025Q3: 441,459 shares; 2025Q4: 484,522 shares 484,522 $59.5M 2.05% +43,063 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: 212,896 shares; 2024Q4: 211,614 shares; 2025Q1: 208,362 shares; 2025Q2: 224,912 shares; 2025Q3: 177,290 shares; 2025Q4: 178,462 shares 178,462 $57.5M 1.98% +1,172 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: 2,320 shares; 2024Q4: 2,320 shares; 2025Q1: 2,225 shares; 2025Q2: 2,213 shares; 2025Q3: 2,340 shares; 2025Q4: 83,542 shares 83,542 $54.6M 1.88% +81,202 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 135,178 shares; 2025Q1: 214,659 shares; 2025Q2: 163,575 shares; 2025Q3: 309,447 shares; 2025Q4: 317,190 shares 317,190 $51.3M 1.77% +7,743 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 295,398 shares; 2025Q3: 300,404 shares; 2025Q4: 510,964 shares 510,964 $51M 1.76% +210,560 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: 313,087 shares; 2024Q4: 313,767 shares; 2025Q1: 347,651 shares; 2025Q2: 463,808 shares; 2025Q3: 292,178 shares; 2025Q4: 280,790 shares 280,790 $49.8M 1.72% -11,388 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: 271,849 shares; 2024Q4: 330,648 shares; 2025Q1: 343,411 shares; 2025Q2: 291,790 shares; 2025Q3: 433,027 shares; 2025Q4: 283,359 shares 283,359 $43.5M 1.5% -149,668 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: 99,680 shares; 2024Q4: 97,606 shares; 2025Q1: 94,890 shares; 2025Q2: 96,000 shares; 2025Q3: 96,574 shares; 2025Q4: 89,753 shares 89,753 $40.4M 1.39% -6,821 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: 137,629 shares; 2024Q4: 144,712 shares; 2025Q1: 144,768 shares; 2025Q2: 149,672 shares; 2025Q3: 152,495 shares; 2025Q4: 171,802 shares 171,802 $37.7M 1.3% +19,307 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,020 shares; 2024Q4: 42,067 shares; 2025Q1: 41,663 shares; 2025Q2: 42,087 shares; 2025Q3: 42,836 shares; 2025Q4: 42,811 shares 42,811 $36.9M 1.27% -25 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,319 shares; 2024Q4: 29,665 shares; 2025Q1: 30,433 shares; 2025Q2: 38,474 shares; 2025Q3: 27,239 shares; 2025Q4: 27,479 shares 27,479 $36.5M 1.26% +240 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 349,556 shares; 2024Q4: 362,445 shares; 2025Q1: 370,832 shares; 2025Q2: 397,613 shares; 2025Q3: 403,925 shares; 2025Q4: 397,131 shares 397,131 $36.5M 1.26% -6,794 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307,260 shares; 2024Q4: 338,283 shares; 2025Q1: 342,058 shares; 2025Q2: 378,037 shares; 2025Q3: 389,995 shares; 2025Q4: 384,766 shares 384,766 $36M 1.24% -5,229 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: 244,029 shares; 2024Q4: 246,441 shares; 2025Q1: 255,940 shares; 2025Q2: 255,036 shares; 2025Q3: 261,096 shares; 2025Q4: 261,556 shares 261,556 $34.7M 1.2% +460 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,237 shares; 2024Q4: 61,845 shares; 2025Q1: 62,113 shares; 2025Q2: 63,610 shares; 2025Q3: 66,469 shares; 2025Q4: 77,561 shares 77,561 $33.1M 1.14% +11,092 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: 133,048 shares; 2024Q4: 119,290 shares; 2025Q1: 121,095 shares; 2025Q2: 124,887 shares; 2025Q3: 112,462 shares; 2025Q4: 103,517 shares 103,517 $32.4M 1.12% -8,945 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,935 shares; 2024Q4: 147,992 shares; 2025Q1: 158,916 shares; 2025Q2: 224,373 shares; 2025Q3: 212,517 shares; 2025Q4: 134,135 shares 134,135 $32.3M 1.11% -78,382 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,558 shares; 2024Q4: 120,645 shares; 2025Q1: 121,864 shares; 2025Q2: 121,608 shares; 2025Q3: 123,544 shares; 2025Q4: 86,158 shares 86,158 $31.9M 1.1% -37,386 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,447 shares; 2024Q4: 128,210 shares; 2025Q1: 133,234 shares; 2025Q2: 242,427 shares; 2025Q3: 158,492 shares; 2025Q4: 157,171 shares 157,171 $30.7M 1.06% -1,321 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,818 shares; 2024Q4: 197,619 shares; 2025Q1: 189,924 shares; 2025Q2: 191,613 shares; 2025Q3: 203,072 shares; 2025Q4: 230,051 shares 230,051 $29.4M 1.01% +26,979 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,319 shares; 2024Q4: 37,924 shares; 2025Q1: 35,786 shares; 2025Q2: 35,103 shares; 2025Q3: 36,908 shares; 2025Q4: 38,055 shares 38,055 $29.2M 1% +1,147 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: 72,455 shares; 2024Q4: 76,507 shares; 2025Q1: 78,105 shares; 2025Q2: 80,242 shares; 2025Q3: 81,152 shares; 2025Q4: 82,253 shares 82,253 $28.9M 1% +1,101 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,616 shares; 2024Q4: 102,806 shares; 2025Q1: 107,456 shares; 2025Q2: 107,898 shares; 2025Q3: 104,153 shares; 2025Q4: 104,303 shares 104,303 $27.6M 0.95% +150 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: 39,686 shares; 2024Q4: 38,297 shares; 2025Q1: 37,130 shares; 2025Q2: 36,964 shares; 2025Q3: 37,351 shares; 2025Q4: 35,549 shares 35,549 $24.2M 0.84% -1,802 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: 145,825 shares; 2024Q4: 146,533 shares; 2025Q1: 161,537 shares; 2025Q2: 163,061 shares; 2025Q3: 171,377 shares; 2025Q4: 177,484 shares 177,484 $20.2M 0.7% +6,107 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: 327,754 shares; 2024Q4: 326,114 shares; 2025Q1: 314,665 shares; 2025Q2: 309,124 shares; 2025Q3: 308,855 shares; 2025Q4: 307,815 shares 307,815 $19.2M 0.66% -1,040 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,064 shares; 2024Q4: 102,162 shares; 2025Q1: 88,624 shares; 2025Q2: 83,777 shares; 2025Q3: 79,468 shares; 2025Q4: 216,398 shares 216,398 $19.1M 0.66% +136,930 Timeline VNQI 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: 349,276 shares; 2024Q4: 360,716 shares; 2025Q1: 363,710 shares; 2025Q2: 395,150 shares; 2025Q3: 383,400 shares; 2025Q4: 383,330 shares 383,330 $17.6M 0.61% -70 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261,387 shares; 2024Q4: 260,212 shares; 2025Q1: 253,422 shares; 2025Q2: 250,764 shares; 2025Q3: 245,899 shares; 2025Q4: 244,633 shares 244,633 $16.4M 0.57% -1,266 Timeline AVDE 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: 207,656 shares; 2024Q4: 205,952 shares; 2025Q1: 202,182 shares; 2025Q2: 199,201 shares; 2025Q3: 199,033 shares; 2025Q4: 198,342 shares 198,342 $16.3M 0.56% -691 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,690 shares; 2024Q4: 96,923 shares; 2025Q1: 94,158 shares; 2025Q2: 98,723 shares; 2025Q3: 99,570 shares; 2025Q4: 99,029 shares 99,029 $15.4M 0.53% -541 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: 552,158 shares; 2024Q4: 545,696 shares; 2025Q1: 518,051 shares; 2025Q2: 514,567 shares; 2025Q3: 515,963 shares; 2025Q4: 124,137 shares 124,137 $14.9M 0.51% -391,826 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,195 shares; 2024Q4: 91,932 shares; 2025Q1: 92,008 shares; 2025Q2: 90,593 shares; 2025Q3: 92,731 shares; 2025Q4: 84,278 shares 84,278 $14.9M 0.51% -8,453 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,404 shares; 2024Q4: 144,627 shares; 2025Q1: 111,418 shares; 2025Q2: 88,696 shares; 2025Q3: 83,687 shares; 2025Q4: 76,432 shares 76,432 $14.2M 0.49% -7,255 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: 302,703 shares; 2024Q4: 298,126 shares; 2025Q1: 293,688 shares; 2025Q2: 257,047 shares; 2025Q3: 254,187 shares; 2025Q4: 254,311 shares 254,311 $14M 0.48% +124 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700,392 shares; 2024Q4: 760,743 shares; 2025Q1: 698,673 shares; 2025Q2: 804,483 shares; 2025Q3: 808,276 shares; 2025Q4: 789,975 shares 789,975 $13.4M 0.46% -18,301 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,965 shares; 2024Q4: 109,937 shares; 2025Q1: 107,343 shares; 2025Q2: 105,744 shares; 2025Q3: 104,883 shares; 2025Q4: 99,536 shares 99,536 $12.4M 0.43% -5,347 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,259 shares; 2024Q4: 82,119 shares; 2025Q1: 81,849 shares; 2025Q2: 82,448 shares; 2025Q3: 83,430 shares; 2025Q4: 67,528 shares 67,528 $12.4M 0.43% -15,902 Timeline REXR REXFORD INDL RLTY INC More: the full row for REXFORD INDL RLTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,238 shares; 2024Q4: 325,161 shares; 2025Q1: 348,913 shares; 2025Q2: 366,025 shares; 2025Q3: 342,220 shares; 2025Q4: 309,620 shares 309,620 $12.1M 0.42% -32,600 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291,979 shares; 2024Q4: 266,031 shares; 2025Q1: 248,664 shares; 2025Q2: 251,913 shares; 2025Q3: 286,754 shares; 2025Q4: 425,720 shares 425,720 $12.1M 0.42% +138,966 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,263 shares; 2024Q4: 164,406 shares; 2025Q1: 158,071 shares; 2025Q2: 156,632 shares; 2025Q3: 156,706 shares; 2025Q4: 103,842 shares 103,842 $11.5M 0.4% -52,864 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 339,897 shares; 2024Q4: 327,102 shares; 2025Q1: 319,125 shares; 2025Q2: 314,379 shares; 2025Q3: 314,344 shares; 2025Q4: 313,614 shares 313,614 $11.3M 0.39% -730 Timeline BRX BRIXMOR PPTY GROUP INC More: the full row for BRIXMOR PPTY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 356,277 shares; 2024Q4: 479,240 shares; 2025Q1: 482,267 shares; 2025Q2: 471,075 shares; 2025Q3: 465,644 shares; 2025Q4: 430,555 shares 430,555 $11.3M 0.39% -35,089 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,751 shares; 2024Q4: 64,932 shares; 2025Q1: 64,726 shares; 2025Q2: 62,775 shares; 2025Q3: 63,215 shares; 2025Q4: 56,411 shares 56,411 $10.9M 0.38% -6,804 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 479,758 shares; 2024Q4: 296,782 shares; 2025Q1: 264,301 shares; 2025Q2: 357,968 shares; 2025Q3: 351,670 shares; 2025Q4: 228,216 shares 228,216 $10.8M 0.37% -123,454 Timeline AMH AMERICAN HOMES 4 RENT More: the full row for AMERICAN HOMES 4 RENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 363,110 shares; 2024Q4: 372,802 shares; 2025Q1: 369,097 shares; 2025Q2: 373,406 shares; 2025Q3: 382,316 shares; 2025Q4: 333,966 shares 333,966 $10.7M 0.37% -48,350 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: 46,222 shares; 2024Q4: 44,608 shares; 2025Q1: 42,005 shares; 2025Q2: 40,121 shares; 2025Q3: 38,724 shares; 2025Q4: 36,573 shares 36,573 $9.43M 0.33% -2,151 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,350 shares; 2024Q4: 59,665 shares; 2025Q1: 56,260 shares; 2025Q2: 44,573 shares; 2025Q3: 44,262 shares; 2025Q4: 35,413 shares 35,413 $9.19M 0.32% -8,849 Timeline WSR WHITESTONE REIT More: the full row for WHITESTONE REIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,538 shares; 2025Q1: 11,080 shares; 2025Q2: 294,043 shares; 2025Q3: 427,958 shares; 2025Q4: 619,846 shares 619,846 $8.61M 0.3% +191,888 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 337,066 shares; 2024Q4: 410,348 shares; 2025Q1: 394,410 shares; 2025Q2: 386,152 shares; 2025Q3: 387,026 shares; 2025Q4: 298,337 shares 298,337 $8.39M 0.29% -88,689 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,526 shares; 2024Q4: 136,909 shares; 2025Q1: 131,744 shares; 2025Q2: 125,118 shares; 2025Q3: 121,850 shares; 2025Q4: 121,834 shares 121,834 $7.98M 0.27% -16 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 465 shares; 2024Q4: 397 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,762 shares 36,762 $7.87M 0.27% new 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: 4,644 shares; 2024Q4: 3,966 shares; 2025Q1: 3,143 shares; 2025Q2: 3,115 shares; 2025Q3: 13,889 shares; 2025Q4: 13,602 shares 13,602 $7.79M 0.27% -287 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,090 shares; 2024Q4: not reported; 2025Q1: 91,263 shares; 2025Q2: 101,679 shares; 2025Q3: 106,097 shares; 2025Q4: 113,383 shares 113,383 $7.72M 0.27% +7,286 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 354,832 shares; 2024Q4: 412,246 shares; 2025Q1: 392,377 shares; 2025Q2: 380,119 shares; 2025Q3: 378,569 shares; 2025Q4: 322,726 shares 322,726 $7.52M 0.26% -55,843 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,589 shares; 2024Q4: 310,759 shares; 2025Q1: 309,398 shares; 2025Q2: 309,248 shares; 2025Q3: 309,248 shares; 2025Q4: 309,248 shares 309,248 $7.43M 0.26% 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: 4,804 shares; 2024Q4: 4,492 shares; 2025Q1: 3,951 shares; 2025Q2: 3,878 shares; 2025Q3: 101,850 shares; 2025Q4: 35,164 shares 35,164 $6.85M 0.24% -66,686 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246,887 shares; 2024Q4: 233,841 shares; 2025Q1: 222,670 shares; 2025Q2: 218,142 shares; 2025Q3: 211,111 shares; 2025Q4: 208,328 shares 208,328 $6.68M 0.23% -2,783 Timeline HIW HIGHWOODS PPTYS INC More: the full row for HIGHWOODS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325,490 shares; 2024Q4: 154,237 shares; 2025Q1: 248,901 shares; 2025Q2: 253,320 shares; 2025Q3: 245,086 shares; 2025Q4: 257,653 shares 257,653 $6.65M 0.23% +12,567 Timeline SMA SMARTSTOP SELF STORAG REIT I More: the full row for SMARTSTOP SELF STORAG REIT I 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: 214,368 shares; 2025Q3: 207,975 shares; 2025Q4: 212,039 shares 212,039 $6.59M 0.23% +4,064 Timeline CSR CENTERSPACE More: the full row for CENTERSPACE 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: 95,621 shares 95,621 $6.45M 0.22% new Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278,496 shares; 2024Q4: 249,157 shares; 2025Q1: 161,381 shares; 2025Q2: 163,969 shares; 2025Q3: 161,680 shares; 2025Q4: 161,003 shares 161,003 $6.38M 0.22% -677 Timeline COLD AMERICOLD REALTY TRUST INC More: the full row for AMERICOLD REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 470,223 shares; 2024Q4: 494,031 shares; 2025Q1: 553,751 shares; 2025Q2: 11,317 shares; 2025Q3: 454,287 shares; 2025Q4: 454,934 shares 454,934 $5.95M 0.21% +647 Timeline FVR FRONTVIEW REIT INC More: the full row for FRONTVIEW REIT 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: 393,761 shares 393,761 $5.89M 0.2% new Timeline SCHA 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: 106,568 shares; 2024Q4: 211,697 shares; 2025Q1: 207,429 shares; 2025Q2: 207,429 shares; 2025Q3: 205,849 shares; 2025Q4: 205,850 shares 205,850 $5.86M 0.2% +1 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: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 7 shares; 2025Q4: 7 shares 7 $5.28M 0.18% 0 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: 111,121 shares; 2024Q4: 109,600 shares; 2025Q1: 97,060 shares; 2025Q2: 96,324 shares; 2025Q3: 99,448 shares; 2025Q4: 96,182 shares 96,182 $5.17M 0.18% -3,266 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: 6,566 shares; 2024Q4: 5,157 shares; 2025Q1: 4,978 shares; 2025Q2: 6,751 shares; 2025Q3: 6,684 shares; 2025Q4: 6,836 shares 6,836 $4.68M 0.16% +152 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: 16,675 shares; 2024Q4: 15,360 shares; 2025Q1: 15,331 shares; 2025Q2: 15,716 shares; 2025Q3: 22,624 shares; 2025Q4: 22,131 shares 22,131 $4.58M 0.16% -493 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: 209 shares; 2024Q4: 209 shares; 2025Q1: 209 shares; 2025Q2: 209 shares; 2025Q3: 209 shares; 2025Q4: 337,472 shares 337,472 $4.49M 0.15% +337,263 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: 70,892 shares; 2024Q4: 70,298 shares; 2025Q1: 62,587 shares; 2025Q2: 64,148 shares; 2025Q3: 64,082 shares; 2025Q4: 61,052 shares 61,052 $4.27M 0.15% -3,030 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 373 shares; 2024Q4: 578 shares; 2025Q1: 495 shares; 2025Q2: 95,359 shares; 2025Q3: 66,371 shares; 2025Q4: 8,608 shares 8,608 $4.01M 0.14% -57,763 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: 13,462 shares; 2024Q4: 13,519 shares; 2025Q1: 13,216 shares; 2025Q2: 12,875 shares; 2025Q3: 12,465 shares; 2025Q4: 12,021 shares 12,021 $3.56M 0.12% -444 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: 6,696 shares; 2024Q4: 6,817 shares; 2025Q1: 6,714 shares; 2025Q2: 6,958 shares; 2025Q3: 6,771 shares; 2025Q4: 6,744 shares 6,744 $3.39M 0.12% -27 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: 175,239 shares; 2024Q4: 177,976 shares; 2025Q1: 190,538 shares; 2025Q2: 198,708 shares; 2025Q3: 57,579 shares; 2025Q4: 23,584 shares 23,584 $3.38M 0.12% -33,995 Timeline VXF 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: 16,986 shares; 2024Q4: 16,915 shares; 2025Q1: 16,908 shares; 2025Q2: 16,293 shares; 2025Q3: 16,097 shares; 2025Q4: 16,085 shares 16,085 $3.36M 0.12% -12 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: 13,481 shares; 2024Q4: 13,407 shares; 2025Q1: 13,163 shares; 2025Q2: 13,202 shares; 2025Q3: 13,484 shares; 2025Q4: 13,445 shares 13,445 $3.07M 0.11% -39 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: 290,089 shares; 2024Q4: 79,467 shares; 2025Q1: 31,541 shares; 2025Q2: 30,115 shares; 2025Q3: 30,710 shares; 2025Q4: 29,149 shares 29,149 $3.07M 0.11% -1,561 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: 11,363 shares; 2024Q4: 10,309 shares; 2025Q1: 7,267 shares; 2025Q2: 6,985 shares; 2025Q3: 15,151 shares; 2025Q4: 15,091 shares 15,091 $2.94M 0.1% -60 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,747 shares; 2024Q4: 4,604 shares; 2025Q1: 4,583 shares; 2025Q2: 4,810 shares; 2025Q3: 4,762 shares; 2025Q4: 4,684 shares 4,684 $2.67M 0.09% -78 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: 10,466 shares; 2024Q4: 9,275 shares; 2025Q1: 9,076 shares; 2025Q2: 8,639 shares; 2025Q3: 8,557 shares; 2025Q4: 16,966 shares 16,966 $2.44M 0.08% +8,409 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,946 shares; 2024Q4: 39,404 shares; 2025Q1: 37,060 shares; 2025Q2: 34,882 shares; 2025Q3: 34,126 shares; 2025Q4: 33,052 shares 33,052 $2.44M 0.08% -1,074 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: 2,152 shares; 2024Q4: 3,073 shares; 2025Q1: 2,595 shares; 2025Q2: 2,808 shares; 2025Q3: 6,521 shares; 2025Q4: 6,437 shares 6,437 $2.21M 0.08% -84 Timeline SBR SABINE RTY TR More: the full row for SABINE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,249 shares; 2024Q4: 46,093 shares; 2025Q1: 41,027 shares; 2025Q2: 35,523 shares; 2025Q3: 35,178 shares; 2025Q4: 32,013 shares 32,013 $2.2M 0.08% -3,165 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,215 shares; 2024Q4: 4,392 shares; 2025Q1: 4,118 shares; 2025Q2: 3,862 shares; 2025Q3: 3,049 shares; 2025Q4: 3,481 shares 3,481 $2.18M 0.08% +432 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: 40,091 shares; 2024Q4: 39,601 shares; 2025Q1: 37,822 shares; 2025Q2: 37,181 shares; 2025Q3: 30,733 shares; 2025Q4: 29,485 shares 29,485 $2.17M 0.07% -1,248 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: 296 shares; 2024Q4: 6,254 shares; 2025Q1: 6,089 shares; 2025Q2: 6,335 shares; 2025Q3: 6,099 shares; 2025Q4: 6,057 shares 6,057 $2.12M 0.07% -42 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: 71,301 shares; 2024Q4: 72,626 shares; 2025Q1: 72,570 shares; 2025Q2: 8,395 shares; 2025Q3: 6,981 shares; 2025Q4: 6,332 shares 6,332 $2.07M 0.07% -649 Timeline EFA 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: 21,654 shares; 2024Q4: 21,579 shares; 2025Q1: 20,866 shares; 2025Q2: 20,433 shares; 2025Q3: 21,066 shares; 2025Q4: 19,972 shares 19,972 $1.92M 0.07% -1,094 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 303,227 shares; 2024Q4: 329,392 shares; 2025Q1: 32,668 shares; 2025Q2: 26,891 shares; 2025Q3: 23,787 shares; 2025Q4: 21,259 shares 21,259 $1.88M 0.06% -2,528 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: 1,493 shares; 2024Q4: 1,538 shares; 2025Q1: 1,097 shares; 2025Q2: 729 shares; 2025Q3: 4,927 shares; 2025Q4: 3,803 shares 3,803 $1.86M 0.06% -1,124 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: 512 shares; 2024Q4: 506 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 3,638 shares; 2025Q4: 3,638 shares 3,638 $1.76M 0.06% 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: 13,196 shares; 2025Q1: 13,196 shares; 2025Q2: 13,196 shares; 2025Q3: 13,196 shares; 2025Q4: 13,238 shares 13,238 $1.73M 0.06% +42 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: 53,418 shares; 2024Q4: 50,638 shares; 2025Q1: 49,297 shares; 2025Q2: 46,587 shares; 2025Q3: 44,157 shares; 2025Q4: 43,007 shares 43,007 $1.7M 0.06% -1,150 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: 3,392 shares; 2024Q4: 3,457 shares; 2025Q1: 2,988 shares; 2025Q2: 2,751 shares; 2025Q3: 3,103 shares; 2025Q4: 2,734 shares 2,734 $1.68M 0.06% -369 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: 7,140 shares; 2024Q4: 7,140 shares; 2025Q1: 7,140 shares; 2025Q2: 7,140 shares; 2025Q3: 7,140 shares; 2025Q4: 7,140 shares 7,140 $1.59M 0.05% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,700 shares; 2024Q4: 14,016 shares; 2025Q1: 13,026 shares; 2025Q2: 13,839 shares; 2025Q3: 12,477 shares; 2025Q4: 10,101 shares 10,101 $1.54M 0.05% -2,376 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,089 shares; 2024Q4: 16,089 shares; 2025Q1: 15,811 shares; 2025Q2: 15,429 shares; 2025Q3: 15,074 shares; 2025Q4: 17,869 shares 17,869 $1.42M 0.05% +2,795 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: 91,087 shares; 2024Q4: 95,379 shares; 2025Q1: 96,250 shares; 2025Q2: 3,311 shares; 2025Q3: 4,189 shares; 2025Q4: 4,139 shares 4,139 $1.39M 0.05% -50 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: 29,865 shares; 2024Q4: 29,599 shares; 2025Q1: 29,480 shares; 2025Q2: 40,938 shares; 2025Q3: 43,713 shares; 2025Q4: 34,071 shares 34,071 $1.39M 0.05% -9,642 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: 780 shares; 2024Q4: 598 shares; 2025Q1: 482 shares; 2025Q2: 3,075 shares; 2025Q3: 2,930 shares; 2025Q4: 2,930 shares 2,930 $1.39M 0.05% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,316 shares; 2024Q4: 10,763 shares; 2025Q1: 10,437 shares; 2025Q2: 11,189 shares; 2025Q3: 10,936 shares; 2025Q4: 10,759 shares 10,759 $1.35M 0.05% -177 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,292 shares; 2024Q4: 9,311 shares; 2025Q1: 9,069 shares; 2025Q2: 8,923 shares; 2025Q3: 9,008 shares; 2025Q4: 4,331 shares 4,331 $1.33M 0.05% -4,677 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,672 shares; 2024Q4: 81,316 shares; 2025Q1: 71,755 shares; 2025Q2: 5,011 shares; 2025Q3: 3,992 shares; 2025Q4: 3,910 shares 3,910 $1.29M 0.04% -82 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,484 shares; 2024Q4: 23,784 shares; 2025Q1: 23,682 shares; 2025Q2: 21,998 shares; 2025Q3: 19,794 shares; 2025Q4: 17,513 shares 17,513 $1.29M 0.04% -2,281 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,550 shares; 2024Q4: 30,352 shares; 2025Q1: 31,190 shares; 2025Q2: 31,190 shares; 2025Q3: 33,733 shares; 2025Q4: 31,476 shares 31,476 $1.21M 0.04% -2,257 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,239 shares; 2024Q4: 8,295 shares; 2025Q1: 8,155 shares; 2025Q2: 8,155 shares; 2025Q3: 7,600 shares; 2025Q4: 7,421 shares 7,421 $1.19M 0.04% -179 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: 17,019 shares; 2024Q4: 16,466 shares; 2025Q1: 16,742 shares; 2025Q2: 16,342 shares; 2025Q3: 16,271 shares; 2025Q4: 15,308 shares 15,308 $1.18M 0.04% -963 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: 1,825 shares; 2024Q4: 1,825 shares; 2025Q1: 1,635 shares; 2025Q2: 1,510 shares; 2025Q3: 1,687 shares; 2025Q4: 3,488 shares 3,488 $1.17M 0.04% +1,801 Timeline SFNC SIMMONS FIRST NATL CORP More: the full row for SIMMONS FIRST NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,677 shares; 2024Q4: 59,677 shares; 2025Q1: 59,677 shares; 2025Q2: 59,677 shares; 2025Q3: 59,677 shares; 2025Q4: 59,677 shares 59,677 $1.12M 0.04% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,700 shares; 2024Q4: 10,287 shares; 2025Q1: 9,902 shares; 2025Q2: 9,830 shares; 2025Q3: 8,620 shares; 2025Q4: 7,889 shares 7,889 $1.09M 0.04% -731 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: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,547 shares; 2025Q2: 21,830 shares; 2025Q3: 21,262 shares; 2025Q4: 21,087 shares 21,087 $1.07M 0.04% -175 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,248 shares; 2024Q4: 52,268 shares; 2025Q1: 43,304 shares; 2025Q2: 43,821 shares; 2025Q3: 42,217 shares; 2025Q4: 40,512 shares 40,512 $1.06M 0.04% -1,705 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: 10,994 shares; 2024Q4: 11,594 shares; 2025Q1: 11,568 shares; 2025Q2: 11,668 shares; 2025Q3: 11,668 shares; 2025Q4: 10,980 shares 10,980 $1.05M 0.04% -688 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,557 shares; 2024Q4: 16,428 shares; 2025Q1: 14,987 shares; 2025Q2: 14,987 shares; 2025Q3: 14,987 shares; 2025Q4: 16,717 shares 16,717 $1.01M 0.03% +1,730 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: 176,157 shares; 2024Q4: 153,676 shares; 2025Q1: 7,049 shares; 2025Q2: 6,092 shares; 2025Q3: 6,182 shares; 2025Q4: 5,832 shares 5,832 $998K 0.03% -350 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 614,702 shares; 2024Q4: 711,370 shares; 2025Q1: 717,473 shares; 2025Q2: 783,765 shares; 2025Q3: 37,851 shares; 2025Q4: 35,227 shares 35,227 $987K 0.03% -2,624 Timeline HEGD 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: 49,516 shares; 2024Q4: 34,002 shares; 2025Q1: 34,002 shares; 2025Q2: 34,002 shares; 2025Q3: 36,543 shares; 2025Q4: 38,929 shares 38,929 $981K 0.03% +2,386 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,952 shares; 2024Q4: 13,372 shares; 2025Q1: 11,142 shares; 2025Q2: 12,158 shares; 2025Q3: 10,051 shares; 2025Q4: 9,041 shares 9,041 $949K 0.03% -1,010 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,197 shares; 2024Q4: 4,135 shares; 2025Q1: 3,542 shares; 2025Q2: 3,733 shares; 2025Q3: 3,708 shares; 2025Q4: 3,618 shares 3,618 $931K 0.03% -90 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,153 shares; 2024Q4: 5,045 shares; 2025Q1: 5,045 shares; 2025Q2: 5,045 shares; 2025Q3: 5,045 shares; 2025Q4: 5,045 shares 5,045 $918K 0.03% 0 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 355,907 shares; 2024Q4: 353,488 shares; 2025Q1: 380,623 shares; 2025Q2: 383,543 shares; 2025Q3: 16,868 shares; 2025Q4: 11,386 shares 11,386 $892K 0.03% -5,482 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,159 shares; 2024Q4: 8,706 shares; 2025Q1: 8,706 shares; 2025Q2: 8,706 shares; 2025Q3: 7,547 shares; 2025Q4: 7,561 shares 7,561 $878K 0.03% +14 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,836 shares; 2024Q4: 16,923 shares; 2025Q1: 12,240 shares; 2025Q2: 11,314 shares; 2025Q3: 11,485 shares; 2025Q4: 10,986 shares 10,986 $877K 0.03% -499 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,670 shares; 2025Q1: 5,670 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,005 shares 5,005 $857K 0.03% +5 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,880 shares; 2024Q4: 9,210 shares; 2025Q1: 9,210 shares; 2025Q2: 7,170 shares; 2025Q3: 7,170 shares; 2025Q4: 7,197 shares 7,197 $840K 0.03% +27 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: 10,361 shares; 2024Q4: 5,001 shares; 2025Q1: 4,721 shares; 2025Q2: 4,719 shares; 2025Q3: 5,072 shares; 2025Q4: 4,427 shares 4,427 $819K 0.03% -645 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,167 shares; 2024Q4: 20,028 shares; 2025Q1: 20,028 shares; 2025Q2: 18,803 shares; 2025Q3: 23,835 shares; 2025Q4: 21,085 shares 21,085 $809K 0.03% -2,750 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,433 shares; 2024Q4: 14,622 shares; 2025Q1: 14,622 shares; 2025Q2: 14,622 shares; 2025Q3: 16,152 shares; 2025Q4: 16,152 shares 16,152 $802K 0.03% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,088 shares; 2024Q4: 3,804 shares; 2025Q1: 4,015 shares; 2025Q2: 3,887 shares; 2025Q3: 3,287 shares; 2025Q4: 3,204 shares 3,204 $791K 0.03% -83 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: 2,621 shares; 2024Q4: 2,298 shares; 2025Q1: 860 shares; 2025Q2: 77 shares; 2025Q3: 4,309 shares; 2025Q4: 4,252 shares 4,252 $780K 0.03% -57 Timeline RDVI 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: 3,255 shares; 2024Q4: 10,785 shares; 2025Q1: 27,381 shares; 2025Q2: 27,862 shares; 2025Q3: 27,862 shares; 2025Q4: 28,865 shares 28,865 $757K 0.03% +1,003 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: 12,055 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,020 shares; 2025Q3: 21,484 shares; 2025Q4: 9,484 shares 9,484 $749K 0.03% -12,000 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,300 shares; 2024Q4: 6,300 shares; 2025Q1: 6,300 shares; 2025Q2: 6,300 shares; 2025Q3: 6,300 shares; 2025Q4: 6,300 shares 6,300 $740K 0.03% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,417 shares; 2024Q4: 2,137 shares; 2025Q1: 1,835 shares; 2025Q2: 1,835 shares; 2025Q3: 1,926 shares; 2025Q4: 1,867 shares 1,867 $740K 0.03% -59 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144 shares; 2024Q4: 2,747 shares; 2025Q1: 2,666 shares; 2025Q2: 2,666 shares; 2025Q3: 2,666 shares; 2025Q4: 2,677 shares 2,677 $726K 0.03% +11 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: 2,837 shares; 2024Q4: 2,775 shares; 2025Q1: 2,725 shares; 2025Q2: 2,725 shares; 2025Q3: 2,725 shares; 2025Q4: 2,745 shares 2,745 $705K 0.02% +20 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 662 shares; 2024Q4: 647 shares; 2025Q1: 642 shares; 2025Q2: 642 shares; 2025Q3: 621 shares; 2025Q4: 576 shares 576 $698K 0.02% -45 FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,431 shares; 2024Q4: 7,418 shares; 2025Q1: 6,081 shares; 2025Q2: 5,721 shares; 2025Q3: 5,275 shares; 2025Q4: 4,633 shares 4,633 $696K 0.02% -642 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: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,900 shares; 2025Q3: 4,283 shares; 2025Q4: 4,292 shares 4,292 $687K 0.02% +9 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,532 shares; 2024Q4: 7,346 shares; 2025Q1: 7,305 shares; 2025Q2: 8,122 shares; 2025Q3: 8,122 shares; 2025Q4: 6,762 shares 6,762 $682K 0.02% -1,360 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: 17,513 shares; 2024Q4: 13,581 shares; 2025Q1: 13,581 shares; 2025Q2: 12,494 shares; 2025Q3: 12,330 shares; 2025Q4: 12,282 shares 12,282 $673K 0.02% -48 Timeline KNG 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: 1,471 shares; 2024Q4: 5,048 shares; 2025Q1: 13,302 shares; 2025Q2: 18,037 shares; 2025Q3: 13,630 shares; 2025Q4: 13,530 shares 13,530 $665K 0.02% -100 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,036 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,066 shares; 2025Q4: 4,070 shares 4,070 $662K 0.02% +4 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: 27,323 shares; 2024Q4: 27,605 shares; 2025Q1: 26,937 shares; 2025Q2: 27,039 shares; 2025Q3: 26,900 shares; 2025Q4: 26,402 shares 26,402 $656K 0.02% -498 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,997 shares; 2024Q4: 32,240 shares; 2025Q1: 24,245 shares; 2025Q2: 22,518 shares; 2025Q3: 23,335 shares; 2025Q4: 23,326 shares 23,326 $635K 0.02% -9 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 502,937 shares; 2024Q4: 522,924 shares; 2025Q1: 37,052 shares; 2025Q2: 24,811 shares; 2025Q3: 24,003 shares; 2025Q4: 21,018 shares 21,018 $628K 0.02% -2,985 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,162 shares; 2024Q4: 170,355 shares; 2025Q1: 7,703 shares; 2025Q2: 7,443 shares; 2025Q3: 7,294 shares; 2025Q4: 6,475 shares 6,475 $575K 0.02% -819 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares 12,000 $550K 0.02% 0 Timeline DVY 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: 120 shares; 2024Q4: 120 shares; 2025Q1: 60 shares; 2025Q2: 1,871 shares; 2025Q3: 3,893 shares; 2025Q4: 3,893 shares 3,893 $549K 0.02% 0 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,191 shares; 2024Q4: 3,191 shares; 2025Q1: 3,191 shares; 2025Q2: 3,191 shares; 2025Q3: 3,191 shares; 2025Q4: 3,191 shares 3,191 $541K 0.02% 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: 2,978 shares; 2024Q4: 2,343 shares; 2025Q1: 2,343 shares; 2025Q2: 2,306 shares; 2025Q3: 2,276 shares; 2025Q4: 4,516 shares 4,516 $539K 0.02% +2,240 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,192 shares; 2024Q4: 822 shares; 2025Q1: 2,796 shares; 2025Q2: 2,796 shares; 2025Q3: 2,796 shares; 2025Q4: 2,796 shares 2,796 $516K 0.02% 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: 5,079 shares; 2024Q4: 5,116 shares; 2025Q1: 4,122 shares; 2025Q2: 4,477 shares; 2025Q3: 4,395 shares; 2025Q4: 3,568 shares 3,568 $512K 0.02% -827 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: 4,945 shares; 2024Q4: 3,775 shares; 2025Q1: 3,775 shares; 2025Q2: 3,975 shares; 2025Q3: 3,687 shares; 2025Q4: 3,268 shares 3,268 $506K 0.02% -419 Timeline MLPA 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: 11,483 shares; 2024Q4: 11,204 shares; 2025Q1: 11,204 shares; 2025Q2: 11,205 shares; 2025Q3: 10,155 shares; 2025Q4: 10,088 shares 10,088 $488K 0.02% -67 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,570 shares; 2024Q4: 5,570 shares; 2025Q1: 4,734 shares; 2025Q2: 4,734 shares; 2025Q3: 2,568 shares; 2025Q4: 6,552 shares 6,552 $485K 0.02% +3,984 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,822 shares; 2024Q4: 4,391 shares; 2025Q1: 4,200 shares; 2025Q2: 3,883 shares; 2025Q3: 3,826 shares; 2025Q4: 3,846 shares 3,846 $453K 0.02% +20 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445 shares; 2024Q4: 392 shares; 2025Q1: 372,646 shares; 2025Q2: 376,970 shares; 2025Q3: 445,350 shares; 2025Q4: 6,475 shares 6,475 $434K 0.01% -438,875 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,394 shares; 2024Q4: 22,394 shares; 2025Q1: 19,785 shares; 2025Q2: 19,785 shares; 2025Q3: 18,551 shares; 2025Q4: 16,091 shares 16,091 $424K 0.01% -2,460 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: 3,496 shares; 2024Q4: 2,821 shares; 2025Q1: 3,099 shares; 2025Q2: 2,821 shares; 2025Q3: 2,785 shares; 2025Q4: 2,730 shares 2,730 $423K 0.01% -55 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,080 shares; 2024Q4: 2,080 shares; 2025Q1: 2,060 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $413K 0.01% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,726 shares; 2024Q4: 66,592 shares; 2025Q1: 65,395 shares; 2025Q2: 64,257 shares; 2025Q3: 79,995 shares; 2025Q4: 16,458 shares 16,458 $410K 0.01% -63,537 Timeline IWV 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: 2,390 shares; 2024Q4: 2,240 shares; 2025Q1: 1,610 shares; 2025Q2: 1,040 shares; 2025Q3: 1,040 shares; 2025Q4: 1,040 shares 1,040 $402K 0.01% 0 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,972 shares; 2024Q4: 13,424 shares; 2025Q1: 11,814 shares; 2025Q2: 11,814 shares; 2025Q3: 8,622 shares; 2025Q4: 8,637 shares 8,637 $393K 0.01% +15 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,449 shares; 2024Q4: 38,329 shares; 2025Q1: 24,322 shares; 2025Q2: 16,318 shares; 2025Q3: 15,498 shares; 2025Q4: 13,329 shares 13,329 $377K 0.01% -2,169 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: 5,985 shares; 2024Q4: 11,970 shares; 2025Q1: 11,970 shares; 2025Q2: 11,549 shares; 2025Q3: 11,549 shares; 2025Q4: 15,074 shares 15,074 $367K 0.01% +3,525 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: 582 shares; 2025Q2: 582 shares; 2025Q3: 748 shares; 2025Q4: 2,052 shares 2,052 $365K 0.01% +1,304 Timeline RVTY REVVITY INC More: the full row for REVVITY 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: 3,750 shares; 2025Q4: 3,750 shares 3,750 $363K 0.01% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198 shares; 2024Q4: 168 shares; 2025Q1: 168 shares; 2025Q2: 151 shares; 2025Q3: 1,151 shares; 2025Q4: 1,154 shares 1,154 $360K 0.01% +3 Timeline LB LANDBRIDGE COMPANY LLC More: the full row for LANDBRIDGE COMPANY LLC 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: 7,333 shares; 2025Q4: 7,333 shares 7,333 $359K 0.01% 0 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,906 shares; 2024Q4: 8,906 shares; 2025Q1: 8,906 shares; 2025Q2: 8,906 shares; 2025Q3: 8,906 shares; 2025Q4: 8,906 shares 8,906 $339K 0.01% 0 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,868 shares; 2024Q4: 22,868 shares; 2025Q1: 22,868 shares; 2025Q2: 22,868 shares; 2025Q3: 23,668 shares; 2025Q4: 23,668 shares 23,668 $332K 0.01% 0 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: 1,580 shares; 2024Q4: 1,580 shares; 2025Q1: 1,580 shares; 2025Q2: 1,580 shares; 2025Q3: 1,580 shares; 2025Q4: 1,580 shares 1,580 $328K 0.01% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,082 shares; 2024Q4: 1,048 shares; 2025Q1: 1,003 shares; 2025Q2: 1,258 shares; 2025Q3: 1,148 shares; 2025Q4: 1,070 shares 1,070 $327K 0.01% -78 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: 5,004 shares; 2024Q4: 3,342 shares; 2025Q1: 758 shares; 2025Q2: 845 shares; 2025Q3: 515 shares; 2025Q4: 488 shares 488 $323K 0.01% -27 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,010 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $322K 0.01% 0 Timeline IMCV 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: 4,230 shares; 2025Q4: 3,880 shares 3,880 $319K 0.01% -350 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,824 shares; 2024Q4: 1,824 shares; 2025Q1: 2,022 shares; 2025Q2: 1,824 shares; 2025Q3: 1,824 shares; 2025Q4: 1,824 shares 1,824 $306K 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,639 shares; 2024Q4: 2,976 shares; 2025Q1: 2,926 shares; 2025Q2: 2,954 shares; 2025Q3: 2,995 shares; 2025Q4: 3,038 shares 3,038 $304K 0.01% +43 Timeline FLOT 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: 5,774 shares; 2024Q4: 5,774 shares; 2025Q1: 5,774 shares; 2025Q2: 5,564 shares; 2025Q3: 5,564 shares; 2025Q4: 5,849 shares 5,849 $297K 0.01% +285 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: 6,538 shares; 2024Q4: 6,538 shares; 2025Q1: 6,538 shares; 2025Q2: 6,538 shares; 2025Q3: 5,375 shares; 2025Q4: 5,375 shares 5,375 $288K 0.01% 0 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,850 shares; 2024Q4: 1,850 shares; 2025Q1: 1,850 shares; 2025Q2: 1,850 shares; 2025Q3: 5,474 shares; 2025Q4: 5,474 shares 5,474 $284K 0.01% 0 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: 7,866 shares; 2024Q4: 7,866 shares; 2025Q1: 7,866 shares; 2025Q2: 7,685 shares; 2025Q3: 7,685 shares; 2025Q4: 7,685 shares 7,685 $282K 0.01% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,100 shares; 2024Q4: 4,230 shares; 2025Q1: 4,054 shares; 2025Q2: 4,144 shares; 2025Q3: 4,000 shares; 2025Q4: 4,112 shares 4,112 $271K 0.01% +112 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,118 shares; 2024Q4: 5,054 shares; 2025Q1: 5,054 shares; 2025Q2: 5,025 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $269K 0.01% 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: 328 shares; 2024Q4: 4,828 shares; 2025Q1: 3,843 shares; 2025Q2: 3,843 shares; 2025Q3: 3,843 shares; 2025Q4: 3,843 shares 3,843 $267K 0.01% 0 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,667 shares; 2024Q4: 3,667 shares; 2025Q1: 3,667 shares; 2025Q2: 3,667 shares; 2025Q3: 3,667 shares; 2025Q4: 3,667 shares 3,667 $257K 0.01% 0 Timeline AGG 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: 2,587 shares; 2024Q4: 2,570 shares; 2025Q1: 2,570 shares; 2025Q2: 2,570 shares; 2025Q3: 2,570 shares; 2025Q4: 2,570 shares 2,570 $257K 0.01% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,673 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 848 shares; 2025Q3: 598 shares; 2025Q4: 501 shares 501 $256K 0.01% -97 Timeline STIP 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: 2,474 shares; 2024Q4: 2,474 shares; 2025Q1: 2,474 shares; 2025Q2: 2,474 shares; 2025Q3: 2,474 shares; 2025Q4: 2,474 shares 2,474 $253K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,059 shares; 2025Q2: 14,059 shares; 2025Q3: 14,059 shares; 2025Q4: 14,129 shares 14,129 $252K 0.01% +70 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,453 shares; 2024Q4: 12,453 shares; 2025Q1: 12,453 shares; 2025Q2: 12,453 shares; 2025Q3: 12,453 shares; 2025Q4: 12,453 shares 12,453 $250K 0.01% 0 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,360 shares; 2024Q4: 47,152 shares; 2025Q1: 43,536 shares; 2025Q2: 43,050 shares; 2025Q3: 43,010 shares; 2025Q4: 1,914 shares 1,914 $249K 0.01% -41,096 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: 2,448 shares; 2024Q4: 2,943 shares; 2025Q1: 1,916 shares; 2025Q2: 1,916 shares; 2025Q3: 1,916 shares; 2025Q4: 1,838 shares 1,838 $248K 0.01% -78 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 517 shares; 2024Q4: 300 shares; 2025Q1: 365 shares; 2025Q2: 3,800 shares; 2025Q3: 3,800 shares; 2025Q4: 3,037 shares 3,037 $247K 0.01% -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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,581 shares; 2024Q4: 2,828 shares; 2025Q1: 3,193 shares; 2025Q2: 3,528 shares; 2025Q3: 3,151 shares; 2025Q4: 3,133 shares 3,133 $243K 0.01% -18 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: 17,978 shares; 2024Q4: 18,718 shares; 2025Q1: 12,818 shares; 2025Q2: 12,818 shares; 2025Q3: 12,818 shares; 2025Q4: 12,818 shares 12,818 $243K 0.01% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,326 shares; 2024Q4: 2,600 shares; 2025Q1: 2,600 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 2,608 shares 2,608 $241K 0.01% +8 Timeline APA APA CORPORATION More: the full row for APA CORPORATION 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: 7,757 shares; 2025Q3: 9,757 shares; 2025Q4: 9,757 shares 9,757 $239K 0.01% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,122 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $237K 0.01% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,088 shares; 2024Q4: 3,063 shares; 2025Q1: 3,315 shares; 2025Q2: 2,760 shares; 2025Q3: 2,760 shares; 2025Q4: 2,884 shares 2,884 $232K 0.01% +124 Timeline VRP 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: 10,085 shares; 2024Q4: 10,085 shares; 2025Q1: 10,085 shares; 2025Q2: 9,874 shares; 2025Q3: 9,174 shares; 2025Q4: 9,369 shares 9,369 $228K 0.01% +195 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,365 shares; 2025Q4: 5,365 shares 5,365 $228K 0.01% 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: 6,448 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 5,000 shares; 2025Q3: 2,500 shares; 2025Q4: 2,518 shares 2,518 $220K 0.01% +18 Timeline TDVI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,879 shares 7,879 $219K 0.01% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,599 shares; 2024Q4: 5,103 shares; 2025Q1: 5,103 shares; 2025Q2: 4,581 shares; 2025Q3: 4,553 shares; 2025Q4: 3,782 shares 3,782 $218K 0.01% -771 Timeline NEM NEWMONT CORP More: the full row for NEWMONT 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: 2,750 shares; 2025Q2: 2,750 shares; 2025Q3: 2,150 shares; 2025Q4: 2,174 shares 2,174 $217K 0.01% +24 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,041 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000 $212K 0.01% 0 Timeline KRG KITE REALTY GROUP TRUST More: the full row for KITE REALTY GROUP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,225 shares; 2024Q4: 14,205 shares; 2025Q1: 7,740 shares; 2025Q2: 7,807 shares; 2025Q3: 7,807 shares; 2025Q4: 8,666 shares 8,666 $208K 0.01% +859 Timeline IJS 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: 469 shares; 2025Q4: 1,826 shares 1,826 $208K 0.01% +1,357 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,744 shares; 2024Q4: 6,588 shares; 2025Q1: 6,188 shares; 2025Q2: 1,964 shares; 2025Q3: 2,517 shares; 2025Q4: 2,220 shares 2,220 $207K 0.01% -297 Timeline CRC CALIFORNIA RES CORP More: the full row for CALIFORNIA RES 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: 4,580 shares; 2025Q4: 4,580 shares 4,580 $205K 0.01% 0 Timeline WHD CACTUS INC More: the full row for CACTUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,460 shares; 2024Q4: 4,460 shares; 2025Q1: 4,460 shares; 2025Q2: 4,460 shares; 2025Q3: 4,460 shares; 2025Q4: 4,460 shares 4,460 $204K 0.01% 0 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,893 shares; 2024Q4: 1,893 shares; 2025Q1: 1,893 shares; 2025Q2: 1,893 shares; 2025Q3: 1,893 shares; 2025Q4: 1,893 shares 1,893 $197K 0.01% 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: 212 shares; 2024Q4: 198 shares; 2025Q1: 73 shares; 2025Q2: 41 shares; 2025Q3: 216 shares; 2025Q4: 223 shares 223 $196K 0.01% +7 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,665 shares; 2024Q4: 5,665 shares; 2025Q1: 5,665 shares; 2025Q2: 5,665 shares; 2025Q3: 5,665 shares; 2025Q4: 5,665 shares 5,665 $195K 0.01% 0 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,598 shares; 2024Q4: 1,466 shares; 2025Q1: 855 shares; 2025Q2: 855 shares; 2025Q3: 2,063 shares; 2025Q4: 2,063 shares 2,063 $191K 0.01% 0 Timeline SCHV 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: 2,133 shares; 2024Q4: 6,399 shares; 2025Q1: 6,399 shares; 2025Q2: 6,399 shares; 2025Q3: 6,399 shares; 2025Q4: 6,399 shares 6,399 $189K 0.01% 0 Timeline WBI WATERBRIDGE INFRASTRUCTURE L More: the full row for WATERBRIDGE INFRASTRUCTURE L 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: 9,375 shares; 2025Q4: 9,375 shares 9,375 $188K 0.01% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: 1 shares; 2025Q2: 165 shares; 2025Q3: 240 shares; 2025Q4: 174 shares 174 $186K 0.01% -66 Timeline VPL 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: 2,046 shares 2,046 $185K 0.01% new Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 497 shares 497 $184K 0.01% +197 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: 2,620 shares; 2024Q4: 1,477 shares; 2025Q1: 1,414 shares; 2025Q2: 1,414 shares; 2025Q3: 1,414 shares; 2025Q4: 1,417 shares 1,417 $183K 0.01% +3 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,131 shares; 2024Q4: 67,424 shares; 2025Q1: 73,909 shares; 2025Q2: 80,307 shares; 2025Q3: 82,178 shares; 2025Q4: 3,677 shares 3,677 $180K 0.01% -78,501 Timeline NOV NOV INC More: the full row for NOV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,300 shares; 2024Q4: 11,300 shares; 2025Q1: 11,300 shares; 2025Q2: 11,300 shares; 2025Q3: 11,300 shares; 2025Q4: 11,300 shares 11,300 $177K 0.01% 0 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,654 shares; 2024Q4: 215,711 shares; 2025Q1: 200,630 shares; 2025Q2: 197,279 shares; 2025Q3: 192,174 shares; 2025Q4: 6,192 shares 6,192 $177K 0.01% -185,982 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,000 shares; 2024Q4: 8,500 shares; 2025Q1: 8,500 shares; 2025Q2: 11,000 shares; 2025Q3: 3,000 shares; 2025Q4: 2,000 shares 2,000 $174K 0.01% -1,000 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290 shares; 2024Q4: 585 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,556 shares 6,556 $174K 0.01% new Timeline USHY 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: not reported; 2025Q4: 4,638 shares 4,638 $173K 0.01% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,559 shares; 2024Q4: 3,082 shares; 2025Q1: 2,662 shares; 2025Q2: 2,374 shares; 2025Q3: 896 shares; 2025Q4: 939 shares 939 $173K 0.01% +43 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: 843 shares; 2024Q4: 1,519 shares; 2025Q1: 397 shares; 2025Q2: 1,008 shares; 2025Q3: 1,211 shares; 2025Q4: 990 shares 990 $172K 0.01% -221 Timeline GTY GETTY RLTY CORP NEW More: the full row for GETTY RLTY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,037 shares; 2024Q4: 9,572 shares; 2025Q1: 6,182 shares; 2025Q2: 6,182 shares; 2025Q3: 4,482 shares; 2025Q4: 6,072 shares 6,072 $169K 0.01% +1,590 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,958 shares 1,958 $164K 0.01% new Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,398 shares; 2024Q4: 2,360 shares; 2025Q1: 2,684 shares; 2025Q2: 2,360 shares; 2025Q3: 2,360 shares; 2025Q4: 2,360 shares 2,360 $161K 0.01% 0 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,214 shares; 2024Q4: 8,214 shares; 2025Q1: 8,214 shares; 2025Q2: 7,950 shares; 2025Q3: 7,200 shares; 2025Q4: 8,460 shares 8,460 $160K 0.01% +1,260 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,895 shares; 2024Q4: 5,895 shares; 2025Q1: 5,895 shares; 2025Q2: 5,895 shares; 2025Q3: 5,895 shares; 2025Q4: 5,895 shares 5,895 $159K 0.01% 0 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,546 shares; 2025Q2: 3,097 shares; 2025Q3: 3,142 shares; 2025Q4: 3,490 shares 3,490 $155K 0.01% +348 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,618 shares; 2024Q4: 1,618 shares; 2025Q1: 1,133 shares; 2025Q2: 1,133 shares; 2025Q3: 883 shares; 2025Q4: 883 shares 883 $155K 0.01% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,141 shares; 2025Q4: 1,147 shares 1,147 $153K 0.01% +6 Timeline DFAE 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: 4,677 shares 4,677 $152K 0.01% new 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: 52,613 shares; 2024Q4: 51,694 shares; 2025Q1: 27,298 shares; 2025Q2: 22,432 shares; 2025Q3: 23,057 shares; 2025Q4: 5,375 shares 5,375 $148K 0.01% -17,682 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $148K 0.01% 0 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,142 shares; 2024Q4: 6,142 shares; 2025Q1: 6,142 shares; 2025Q2: 6,142 shares; 2025Q3: 6,142 shares; 2025Q4: 6,142 shares 6,142 $146K 0.01% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS 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: 2,950 shares 2,950 $143K <0.01% new Timeline SII SPROTT INC More: the full row for SPROTT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,450 shares; 2024Q4: 1,450 shares; 2025Q1: 1,450 shares; 2025Q2: 1,450 shares; 2025Q3: 1,450 shares; 2025Q4: 1,450 shares 1,450 $142K <0.01% 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: 1,344 shares; 2024Q4: 1,108 shares; 2025Q1: 545 shares; 2025Q2: 823 shares; 2025Q3: 691 shares; 2025Q4: 603 shares 603 $137K <0.01% -88 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,567 shares; 2024Q4: 2,567 shares; 2025Q1: 2,567 shares; 2025Q2: 2,567 shares; 2025Q3: 2,567 shares; 2025Q4: 2,567 shares 2,567 $136K <0.01% 0 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,081 shares; 2024Q4: 1,081 shares; 2025Q1: 1,081 shares; 2025Q2: not reported; 2025Q3: 3,557 shares; 2025Q4: 3,557 shares 3,557 $136K <0.01% 0 Timeline AVDV 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,446 shares 1,446 $136K <0.01% new Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,110 shares; 2024Q4: 3,110 shares; 2025Q1: 3,110 shares; 2025Q2: 3,110 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $133K <0.01% 0 Timeline KVUE KENVUE INC More: the full row for KENVUE 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: 7,454 shares; 2025Q4: 7,454 shares 7,454 $129K <0.01% 0 Timeline PTEN PATTERSON-UTI ENERGY INC More: the full row for PATTERSON-UTI ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,968 shares; 2024Q4: 20,968 shares; 2025Q1: 20,968 shares; 2025Q2: 20,968 shares; 2025Q3: 20,968 shares; 2025Q4: 20,968 shares 20,968 $128K <0.01% 0 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: 1,957 shares 1,957 $128K <0.01% new Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,746 shares; 2024Q4: 2,014 shares; 2025Q1: 1,744 shares; 2025Q2: 1,477 shares; 2025Q3: 1,474 shares; 2025Q4: 2,844 shares 2,844 $127K <0.01% +1,370 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,688 shares; 2024Q4: 5,688 shares; 2025Q1: 5,688 shares; 2025Q2: 5,688 shares; 2025Q3: 5,688 shares; 2025Q4: 5,688 shares 5,688 $127K <0.01% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES 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: 1,800 shares; 2025Q4: 1,809 shares 1,809 $126K <0.01% +9 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 805 shares; 2025Q4: 810 shares 810 $125K <0.01% +5 Timeline IWR 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: 88 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,284 shares; 2025Q4: 1,284 shares 1,284 $124K <0.01% 0 Timeline AAT AMERICAN ASSETS TR INC More: the full row for AMERICAN ASSETS TR 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: 6,300 shares 6,300 $119K <0.01% new Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221 shares; 2024Q4: 212 shares; 2025Q1: 208 shares; 2025Q2: 2,925 shares; 2025Q3: 1,425 shares; 2025Q4: 1,305 shares 1,305 $119K <0.01% -120 Timeline GIB CGI INC More: the full row for CGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares 1,250 $115K <0.01% 0 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,500 shares; 2024Q4: 4,500 shares; 2025Q1: 4,500 shares; 2025Q2: 4,500 shares; 2025Q3: 3,250 shares; 2025Q4: 3,250 shares 3,250 $115K <0.01% 0 Timeline IJT 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: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 1,015 shares; 2025Q4: 800 shares 800 $113K <0.01% -215 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: 3,998 shares; 2024Q4: 3,998 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares 5,500 $111K <0.01% 0 Timeline BOKF BOK FINL CORP More: the full row for BOK FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,236 shares; 2024Q4: 2,854 shares; 2025Q1: 2,866 shares; 2025Q2: 1,461 shares; 2025Q3: 930 shares; 2025Q4: 935 shares 935 $111K <0.01% +5 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 935 shares; 2025Q2: 2,332 shares; 2025Q3: 2,382 shares; 2025Q4: 2,686 shares 2,686 $108K <0.01% +304 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,065 shares; 2024Q4: 1,433 shares; 2025Q1: 1,365 shares; 2025Q2: 2,165 shares; 2025Q3: 1,754 shares; 2025Q4: 2,522 shares 2,522 $108K <0.01% +768 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 456 shares; 2024Q4: 456 shares; 2025Q1: 371 shares; 2025Q2: 608 shares; 2025Q3: 529 shares; 2025Q4: 482 shares 482 $108K <0.01% -47 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 481 shares; 2025Q1: 402 shares; 2025Q2: 489 shares; 2025Q3: 534 shares; 2025Q4: 351 shares 351 $107K <0.01% -183 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS 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: 2,413 shares 2,413 $105K <0.01% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194 shares; 2024Q4: 186 shares; 2025Q1: 93 shares; 2025Q2: 98 shares; 2025Q3: 101 shares; 2025Q4: 1,110 shares 1,110 $104K <0.01% +1,009 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: 115 shares; 2025Q2: not reported; 2025Q3: 1,297 shares; 2025Q4: 1,297 shares 1,297 $104K <0.01% 0 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: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 8,905 shares; 2025Q4: 5,500 shares 5,500 $104K <0.01% -3,405 Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,424 shares; 2024Q4: 3,424 shares; 2025Q1: 3,424 shares; 2025Q2: 3,424 shares; 2025Q3: 3,424 shares; 2025Q4: 3,424 shares 3,424 $102K <0.01% 0 Timeline SA SEABRIDGE GOLD INC More: the full row for SEABRIDGE GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,400 shares; 2024Q4: 3,400 shares; 2025Q1: 3,400 shares; 2025Q2: 3,400 shares; 2025Q3: 3,400 shares; 2025Q4: 3,400 shares 3,400 $101K <0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,227 shares; 2024Q4: 1,227 shares; 2025Q1: 1,227 shares; 2025Q2: 1,227 shares; 2025Q3: 1,250 shares; 2025Q4: 1,211 shares 1,211 $99.3K <0.01% -39 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: 1,413 shares; 2024Q4: 300 shares; 2025Q1: 225 shares; 2025Q2: 292 shares; 2025Q3: 292 shares; 2025Q4: 448 shares 448 $97.3K <0.01% +156 Timeline SCM STELLUS CAP INVT CORP More: the full row for STELLUS CAP INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,600 shares; 2024Q4: 7,600 shares; 2025Q1: 8,409 shares; 2025Q2: 7,600 shares; 2025Q3: 7,600 shares; 2025Q4: 7,600 shares 7,600 $96.4K <0.01% 0 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,359 shares; 2024Q4: 5,359 shares; 2025Q1: 5,359 shares; 2025Q2: 4,359 shares; 2025Q3: 6,999 shares; 2025Q4: 5,309 shares 5,309 $95.6K <0.01% -1,690 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: 2,284 shares; 2024Q4: 2,170 shares; 2025Q1: 2,170 shares; 2025Q2: 2,170 shares; 2025Q3: 1,992 shares; 2025Q4: 1,992 shares 1,992 $95.3K <0.01% 0 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 653 shares; 2025Q1: 653 shares; 2025Q2: 653 shares; 2025Q3: 791 shares; 2025Q4: 791 shares 791 $87.3K <0.01% 0 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares 7,000 $86.7K <0.01% 0 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,073 shares; 2024Q4: 1,073 shares; 2025Q1: 1,073 shares; 2025Q2: 1,073 shares; 2025Q3: 1,073 shares; 2025Q4: 1,073 shares 1,073 $86.2K <0.01% 0 Timeline CTO CTO RLTY GROWTH INC NEW More: the full row for CTO RLTY GROWTH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,681 shares; 2024Q4: 17,491 shares; 2025Q1: 10,385 shares; 2025Q2: 4,681 shares; 2025Q3: 4,681 shares; 2025Q4: 4,681 shares 4,681 $86.2K <0.01% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,105 shares; 2024Q4: 1,097 shares; 2025Q1: 813 shares; 2025Q2: 759 shares; 2025Q3: 670 shares; 2025Q4: 670 shares 670 $84.3K <0.01% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 481 shares; 2024Q4: 481 shares; 2025Q1: 481 shares; 2025Q2: 481 shares; 2025Q3: 839 shares; 2025Q4: 839 shares 839 $83.3K <0.01% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 575 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 504 shares 504 $82K <0.01% +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: 1,165 shares; 2024Q4: 1,165 shares; 2025Q1: 1,165 shares; 2025Q2: 1,165 shares; 2025Q3: 1,165 shares; 2025Q4: 1,165 shares 1,165 $82K <0.01% 0 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,188 shares; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares; 2025Q2: 2,049 shares; 2025Q3: 2,019 shares; 2025Q4: 2,029 shares 2,029 $81.9K <0.01% +10 Timeline PUMP PROPETRO HLDG CORP More: the full row for PROPETRO HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,595 shares; 2024Q4: 8,595 shares; 2025Q1: 8,595 shares; 2025Q2: 8,595 shares; 2025Q3: 8,595 shares; 2025Q4: 8,595 shares 8,595 $81.7K <0.01% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290 shares; 2024Q4: 290 shares; 2025Q1: 290 shares; 2025Q2: 290 shares; 2025Q3: 290 shares; 2025Q4: 296 shares 296 $81.5K <0.01% +6 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100 $80.9K <0.01% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121 shares; 2024Q4: 409 shares; 2025Q1: 150 shares; 2025Q2: 308 shares; 2025Q3: 150 shares; 2025Q4: 154 shares 154 $80.5K <0.01% +4 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,850 shares; 2024Q4: 903 shares; 2025Q1: 1,034 shares; 2025Q2: 1,153 shares; 2025Q3: 1,140 shares; 2025Q4: 1,754 shares 1,754 $79.5K <0.01% +614 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD 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: 5,475 shares 5,475 $77.4K <0.01% new Timeline VNOM VIPER ENERGY INC More: the full row for VIPER 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: 2,000 shares; 2025Q4: 2,000 shares 2,000 $77.3K <0.01% 0 Timeline NEWP NEW PAC METALS CORP More: the full row for NEW PAC METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,775 shares; 2024Q4: 21,775 shares; 2025Q1: 21,775 shares; 2025Q2: 21,775 shares; 2025Q3: 21,775 shares; 2025Q4: 21,775 shares 21,775 $76.4K <0.01% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114 shares; 2024Q4: 7 shares; 2025Q1: 50 shares; 2025Q2: 327 shares; 2025Q3: 221 shares; 2025Q4: 133 shares 133 $75.3K <0.01% -88 Timeline DRSK ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS 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: 2,637 shares 2,637 $75.1K <0.01% new Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,420 shares; 2024Q4: 1,320 shares; 2025Q1: 1,320 shares; 2025Q2: 1,320 shares; 2025Q3: 1,854 shares; 2025Q4: 1,170 shares 1,170 $74.9K <0.01% -684 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,531 shares; 2024Q4: 2,450 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,513 shares 1,513 $74.5K <0.01% +13 Timeline IVW 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: 604 shares; 2024Q4: 576 shares; 2025Q1: 576 shares; 2025Q2: 576 shares; 2025Q3: 751 shares; 2025Q4: 576 shares 576 $71K <0.01% -175 Timeline CGGG CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY 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: not reported; 2025Q4: 2,300 shares 2,300 $65.7K <0.01% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74 shares; 2024Q4: 331 shares; 2025Q1: 284 shares; 2025Q2: 288 shares; 2025Q3: 1,191 shares; 2025Q4: 560 shares 560 $65.6K <0.01% -631 Timeline NRP NATURAL RESOURCE PARTNERS LP More: the full row for NATURAL RESOURCE PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,591 shares; 2024Q4: 628 shares; 2025Q1: 628 shares; 2025Q2: 628 shares; 2025Q3: 628 shares; 2025Q4: 628 shares 628 $65.6K <0.01% 0 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203 shares; 2024Q4: 203 shares; 2025Q1: 203 shares; 2025Q2: 203 shares; 2025Q3: 203 shares; 2025Q4: 203 shares 203 $61K <0.01% 0 Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST 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: 3,500 shares; 2025Q4: 2,700 shares 2,700 $59.8K <0.01% -800 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189 shares; 2024Q4: 189 shares; 2025Q1: 189 shares; 2025Q2: 189 shares; 2025Q3: 189 shares; 2025Q4: 189 shares 189 $59.5K <0.01% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 707 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 687 shares; 2025Q4: 687 shares 687 $57.5K <0.01% 0 Timeline HP HELMERICH & PAYNE INC More: the full row for HELMERICH & PAYNE INC 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: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $57.4K <0.01% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61 shares; 2024Q4: 61 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 283 shares; 2025Q4: 95 shares 95 $57.3K <0.01% -188 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,700 shares; 2024Q4: 3,700 shares; 2025Q1: 3,700 shares; 2025Q2: 3,700 shares; 2025Q3: 3,700 shares; 2025Q4: 3,700 shares 3,700 $56.8K <0.01% 0 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,473 shares; 2025Q1: 1,473 shares; 2025Q2: 1,473 shares; 2025Q3: 1,473 shares; 2025Q4: 1,473 shares 1,473 $56.5K <0.01% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 89,347 shares; 2025Q3: 88,664 shares; 2025Q4: 217 shares 217 $56.2K <0.01% -88,447 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: 145 shares; 2024Q4: 145 shares; 2025Q1: 145 shares; 2025Q2: 145 shares; 2025Q3: 145 shares; 2025Q4: 145 shares 145 $54.1K <0.01% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,105 shares; 2024Q4: 1,128 shares; 2025Q1: 1,105 shares; 2025Q2: 1,105 shares; 2025Q3: 1,105 shares; 2025Q4: 1,105 shares 1,105 $53.4K <0.01% 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: 640 shares; 2024Q4: 640 shares; 2025Q1: 640 shares; 2025Q2: 640 shares; 2025Q3: 640 shares; 2025Q4: 640 shares 640 $53K <0.01% 0 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: 4 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 127 shares; 2025Q3: 85 shares; 2025Q4: 49 shares 49 $52.4K <0.01% -36 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,939 shares; 2024Q4: 1,939 shares; 2025Q1: 1,939 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $50.2K <0.01% 0 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,397 shares; 2024Q4: 1,397 shares; 2025Q1: 1,397 shares; 2025Q2: 1,397 shares; 2025Q3: 1,397 shares; 2025Q4: 1,397 shares 1,397 $50.2K <0.01% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,639 shares; 2024Q4: 1,549 shares; 2025Q1: 1,392 shares; 2025Q2: 270 shares; 2025Q3: 225 shares; 2025Q4: 228 shares 228 $49.5K <0.01% +3 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,595 shares; 2024Q4: 2,595 shares; 2025Q1: 1,050 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares 1,050 $49.3K <0.01% 0 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE 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: 242 shares; 2025Q3: 242 shares; 2025Q4: 242 shares 242 $48.6K <0.01% 0 Timeline OII OCEANEERING INTL INC More: the full row for OCEANEERING INTL INC 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: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $48.1K <0.01% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares 600 $47.6K <0.01% 0 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,850 shares; 2024Q4: 2,850 shares; 2025Q1: 2,850 shares; 2025Q2: 2,850 shares; 2025Q3: 2,850 shares; 2025Q4: 2,850 shares 2,850 $47.5K <0.01% 0 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,151 shares; 2025Q2: 675 shares; 2025Q3: 675 shares; 2025Q4: 675 shares 675 $47K <0.01% 0 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260 shares; 2024Q4: 260 shares; 2025Q1: 260 shares; 2025Q2: 260 shares; 2025Q3: 260 shares; 2025Q4: 260 shares 260 $46.9K <0.01% 0 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI 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: 3,295 shares; 2025Q3: 1,795 shares; 2025Q4: 1,795 shares 1,795 $45.2K <0.01% 0 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 585 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 330 shares; 2025Q4: 330 shares 330 $45K <0.01% 0 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE 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: 100 shares; 2025Q3: 133 shares; 2025Q4: 133 shares 133 $44.8K <0.01% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 2 shares; 2025Q1: 25 shares; 2025Q2: 57 shares; 2025Q3: 42 shares; 2025Q4: 280 shares 280 $42.9K <0.01% +238 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,155 shares; 2024Q4: 1,155 shares; 2025Q1: 1,155 shares; 2025Q2: 1,155 shares; 2025Q3: 690 shares; 2025Q4: 690 shares 690 $41.7K <0.01% 0 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: 5,473 shares; 2024Q4: 2,360 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 692 shares 692 $41.6K <0.01% -208 Timeline IJR 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: 86 shares; 2025Q1: not reported; 2025Q2: 11 shares; 2025Q3: 935 shares; 2025Q4: 342 shares 342 $41.1K <0.01% -593 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270 shares; 2024Q4: 304 shares; 2025Q1: 197 shares; 2025Q2: 167 shares; 2025Q3: 139 shares; 2025Q4: 87 shares 87 $40.8K <0.01% -52 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 8 shares; 2025Q1: not reported; 2025Q2: 381 shares; 2025Q3: 254 shares; 2025Q4: 149 shares 149 $40.7K <0.01% -105 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: 1,388 shares; 2024Q4: 1,301 shares; 2025Q1: 592 shares; 2025Q2: 979 shares; 2025Q3: 787 shares; 2025Q4: 621 shares 621 $39.6K <0.01% -166 Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND 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: 1,475 shares; 2025Q4: 2,953 shares 2,953 $38.8K <0.01% +1,478 Timeline KRBN KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,207 shares; 2024Q4: 1,207 shares; 2025Q1: 1,207 shares; 2025Q2: 1,088 shares; 2025Q3: 1,088 shares; 2025Q4: 1,088 shares 1,088 $38.5K <0.01% 0 Timeline IAG IAMGOLD CORP More: the full row for IAMGOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,300 shares; 2024Q4: 2,300 shares; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares 2,300 $37.9K <0.01% 0 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: 79 shares; 2024Q4: 79 shares; 2025Q1: 79 shares; 2025Q2: 79 shares; 2025Q3: 220 shares; 2025Q4: 79 shares 79 $37.8K <0.01% -141 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41 shares; 2024Q4: 23 shares; 2025Q1: 15 shares; 2025Q2: 215 shares; 2025Q3: 157 shares; 2025Q4: 116 shares 116 $37.6K <0.01% -41 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: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 13,500 shares; 2025Q2: 13,500 shares; 2025Q3: 10,500 shares; 2025Q4: 4,000 shares 4,000 $37.1K <0.01% -6,500 Timeline KRP KIMBELL RTY PARTNERS LP More: the full row for KIMBELL RTY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,140 shares; 2025Q2: 3,140 shares; 2025Q3: 3,140 shares; 2025Q4: 3,140 shares 3,140 $36.9K <0.01% 0 Timeline EE EXCELERATE ENERGY INC More: the full row for EXCELERATE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares 1,300 $36.5K <0.01% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,064 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,027 shares 1,027 $36K <0.01% +27 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: 1,025 shares; 2024Q4: 1,025 shares; 2025Q1: 1,074 shares; 2025Q2: 1,025 shares; 2025Q3: 1,025 shares; 2025Q4: 1,025 shares 1,025 $35.6K <0.01% 0 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 246 shares 246 $35.3K <0.01% new Timeline OSCV ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS 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: 953 shares 953 $35.3K <0.01% new Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 845 shares; 2025Q3: 650 shares; 2025Q4: 650 shares 650 $34.7K <0.01% 0 Timeline ACM AECOM More: the full row for AECOM 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: 362 shares; 2025Q4: 363 shares 363 $34.6K <0.01% +1 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,225 shares; 2024Q4: 1,225 shares; 2025Q1: 1,225 shares; 2025Q2: 1,225 shares; 2025Q3: 1,225 shares; 2025Q4: 1,225 shares 1,225 $34.5K <0.01% 0 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 426 shares; 2024Q4: 426 shares; 2025Q1: 426 shares; 2025Q2: 426 shares; 2025Q3: 426 shares; 2025Q4: 426 shares 426 $34.4K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares 16 $34.4K <0.01% 0 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN 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: 550 shares; 2025Q4: 550 shares 550 $34.1K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 527 shares; 2024Q4: 237 shares; 2025Q1: not reported; 2025Q2: 369 shares; 2025Q3: 257 shares; 2025Q4: 144 shares 144 $33.3K <0.01% -113 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,633 shares; 2024Q4: 2,633 shares; 2025Q1: 2,633 shares; 2025Q2: 2,633 shares; 2025Q3: 2,633 shares; 2025Q4: 2,633 shares 2,633 $33.1K <0.01% 0 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: 7,949 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $33K <0.01% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 164 shares; 2025Q3: 361 shares; 2025Q4: 376 shares 376 $32.8K <0.01% +15 Timeline AVADEL PHARMACEUTICALS AVADEL PHARMACEUTICALS More: the full row for AVADEL PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares 1,500 $32.3K <0.01% 0 MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201 shares; 2024Q4: 380 shares; 2025Q1: 380 shares; 2025Q2: 380 shares; 2025Q3: 380 shares; 2025Q4: 380 shares 380 $32.3K <0.01% 0 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 51 shares; 2025Q4: 54 shares 54 $31.4K <0.01% +3 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 199 shares; 2025Q3: 242 shares; 2025Q4: 260 shares 260 $31.1K <0.01% +18 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 267 shares; 2025Q3: 267 shares; 2025Q4: 267 shares 267 $29.9K <0.01% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 299 shares; 2024Q4: 555 shares; 2025Q1: not reported; 2025Q2: 470 shares; 2025Q3: 314 shares; 2025Q4: 184 shares 184 $29.8K <0.01% -130 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233 shares; 2024Q4: 232 shares; 2025Q1: 232 shares; 2025Q2: 232 shares; 2025Q3: 232 shares; 2025Q4: 232 shares 232 $29.4K <0.01% 0 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 683 shares; 2024Q4: 683 shares; 2025Q1: 739 shares; 2025Q2: 683 shares; 2025Q3: 683 shares; 2025Q4: 683 shares 683 $28.6K <0.01% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 246 shares; 2025Q3: 246 shares; 2025Q4: 253 shares 253 $27.9K <0.01% +7 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN 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: 40 shares; 2025Q4: 41 shares 41 $27.6K <0.01% +1 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: 694 shares; 2024Q4: 562 shares; 2025Q1: 316 shares; 2025Q2: 316 shares; 2025Q3: 334 shares; 2025Q4: 328 shares 328 $27.6K <0.01% -6 Timeline CVM CEL-SCI CORP More: the full row for CEL-SCI 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: 3,531 shares; 2025Q3: 3,531 shares; 2025Q4: 5,211 shares 5,211 $27.4K <0.01% +1,680 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 8 shares; 2025Q1: not reported; 2025Q2: 218 shares; 2025Q3: 145 shares; 2025Q4: 87 shares 87 $27K <0.01% -58 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: 570 shares; 2024Q4: 758 shares; 2025Q1: 758 shares; 2025Q2: 758 shares; 2025Q3: 311 shares; 2025Q4: 311 shares 311 $26.8K <0.01% 0 Timeline TR TOOTSIE ROLL INDS INC More: the full row for TOOTSIE ROLL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 702 shares; 2024Q4: 702 shares; 2025Q1: 723 shares; 2025Q2: 722 shares; 2025Q3: 722 shares; 2025Q4: 722 shares 722 $26.4K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210 shares; 2024Q4: 74 shares; 2025Q1: not reported; 2025Q2: 24 shares; 2025Q3: 106 shares; 2025Q4: 136 shares 136 $26.1K <0.01% +30 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 241 shares; 2025Q3: 362 shares; 2025Q4: 362 shares 362 $25.9K <0.01% 0 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 76 shares; 2025Q3: 76 shares; 2025Q4: 76 shares 76 $25.6K <0.01% 0 Timeline XFFCX FLAHERTY & CRUMRIN PFD & INM More: the full row for FLAHERTY & CRUMRIN PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,550 shares; 2024Q4: 1,550 shares; 2025Q1: 1,550 shares; 2025Q2: 1,550 shares; 2025Q3: 1,550 shares; 2025Q4: 1,550 shares 1,550 $25.6K <0.01% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251 shares; 2024Q4: 177 shares; 2025Q1: 177 shares; 2025Q2: 177 shares; 2025Q3: 305 shares; 2025Q4: 177 shares 177 $25.4K <0.01% -128 Timeline LINE LINEAGE INC More: the full row for LINEAGE 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: 225,175 shares; 2025Q3: not reported; 2025Q4: 722 shares 722 $25.3K <0.01% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 464 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 266 shares; 2025Q3: 427 shares; 2025Q4: 427 shares 427 $25K <0.01% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: 180 shares; 2025Q1: 230 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 180 shares 180 $24.8K <0.01% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 489 shares; 2024Q4: 470 shares; 2025Q1: 576 shares; 2025Q2: 235 shares; 2025Q3: 235 shares; 2025Q4: 235 shares 235 $24.1K <0.01% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 100 shares; 2025Q1: not reported; 2025Q2: 298 shares; 2025Q3: 298 shares; 2025Q4: 298 shares 298 $23.6K <0.01% 0 Timeline POOL POOL CORP More: the full row for POOL 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: 103 shares; 2025Q3: 103 shares; 2025Q4: 103 shares 103 $23.6K <0.01% 0 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275 shares; 2024Q4: 518 shares; 2025Q1: 275 shares; 2025Q2: 275 shares; 2025Q3: 275 shares; 2025Q4: 275 shares 275 $23.2K <0.01% 0 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 409 shares; 2024Q4: 409 shares; 2025Q1: 409 shares; 2025Q2: 409 shares; 2025Q3: 409 shares; 2025Q4: 409 shares 409 $23.2K <0.01% 0 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 190 shares; 2025Q3: 190 shares; 2025Q4: 190 shares 190 $23K <0.01% 0 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares 2,500 $22.6K <0.01% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 190 shares; 2025Q3: 105 shares; 2025Q4: 107 shares 107 $22.3K <0.01% +2 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 772 shares; 2024Q4: 265 shares; 2025Q1: 190 shares; 2025Q2: 190 shares; 2025Q3: 160 shares; 2025Q4: 163 shares 163 $21.6K <0.01% +3 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: 2,054 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 450 shares 450 $21.5K <0.01% new Timeline XOP 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: 36 shares; 2024Q4: 36 shares; 2025Q1: 135 shares; 2025Q2: 168 shares; 2025Q3: 168 shares; 2025Q4: 168 shares 168 $21.2K <0.01% 0 Timeline JHMD JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 960 shares; 2024Q4: 960 shares; 2025Q1: 960 shares; 2025Q2: 960 shares; 2025Q3: 510 shares; 2025Q4: 510 shares 510 $21.2K <0.01% 0 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares 25 $21K <0.01% 0 Timeline XBKNX BLACKROCK INVEST QLTY MUNI More: the full row for BLACKROCK INVEST QLTY MUNI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,835 shares; 2024Q4: 1,835 shares; 2025Q1: 1,835 shares; 2025Q2: 1,835 shares; 2025Q3: 1,835 shares; 2025Q4: 1,835 shares 1,835 $20.6K <0.01% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE 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: 100 shares; 2025Q4: 100 shares 100 $20.5K <0.01% 0 Timeline IEFA 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: 287 shares; 2024Q4: 62 shares; 2025Q1: 62 shares; 2025Q2: 62 shares; 2025Q3: 600 shares; 2025Q4: 227 shares 227 $20.3K <0.01% -373 Timeline LQD 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: 184 shares; 2025Q4: 184 shares 184 $20.3K <0.01% 0 Timeline SUSA 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: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 145 shares; 2025Q3: 145 shares; 2025Q4: 145 shares 145 $20.2K <0.01% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,730 shares; 2024Q4: 3,405 shares; 2025Q1: 3,405 shares; 2025Q2: 3,405 shares; 2025Q3: 905 shares; 2025Q4: 905 shares 905 $20.2K <0.01% 0 Timeline ITEQ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325 shares; 2024Q4: 325 shares; 2025Q1: 325 shares; 2025Q2: 325 shares; 2025Q3: 325 shares; 2025Q4: 325 shares 325 $18.9K <0.01% 0 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 150 shares; 2025Q4: 150 shares 150 $18.2K <0.01% 0 Timeline OKTA OKTA INC More: the full row for OKTA 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: 210 shares 210 $18.2K <0.01% new Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 344 shares 344 $17.5K <0.01% new Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET 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: 218 shares; 2025Q3: 218 shares; 2025Q4: 218 shares 218 $17.3K <0.01% 0 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN 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: 290 shares; 2025Q3: 193 shares; 2025Q4: 110 shares 110 $17.2K <0.01% -83 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY 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: 616 shares; 2025Q3: 410 shares; 2025Q4: 234 shares 234 $17.2K <0.01% -176 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220 shares; 2024Q4: 220 shares; 2025Q1: 420 shares; 2025Q2: 264 shares; 2025Q3: 205 shares; 2025Q4: 205 shares 205 $17.2K <0.01% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205 shares; 2024Q4: 205 shares; 2025Q1: 205 shares; 2025Q2: 205 shares; 2025Q3: 205 shares; 2025Q4: 205 shares 205 $17K <0.01% 0 Timeline KCCA KRANESHARES TRUST More: the full row for KRANESHARES 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: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $16.8K <0.01% 0 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR 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: 643 shares; 2025Q3: 429 shares; 2025Q4: 245 shares 245 $16.5K <0.01% -184 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 640 shares; 2024Q4: 640 shares; 2025Q1: 640 shares; 2025Q2: 640 shares; 2025Q3: 340 shares; 2025Q4: 250 shares 250 $16.4K <0.01% -90 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET 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: 216 shares; 2025Q3: 415 shares; 2025Q4: 415 shares 415 $16.1K <0.01% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 313 shares; 2025Q3: 238 shares; 2025Q4: 179 shares 179 $15.6K <0.01% -59 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 164 shares; 2025Q3: 121 shares; 2025Q4: 69 shares 69 $15.4K <0.01% -52 Timeline PLYM PLYMOUTH INDUSTRIAL REIT INC More: the full row for PLYMOUTH INDUSTRIAL REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,800 shares; 2024Q4: 3,400 shares; 2025Q1: 1,638 shares; 2025Q2: 688 shares; 2025Q3: 688 shares; 2025Q4: 688 shares 688 $15.1K <0.01% 0 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI 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: not reported; 2025Q2: not reported; 2025Q3: 566 shares; 2025Q4: 566 shares 566 $14.8K <0.01% 0 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: 188 shares; 2024Q4: 188 shares; 2025Q1: 216 shares; 2025Q2: 113 shares; 2025Q3: 70 shares; 2025Q4: 70 shares 70 $14.7K <0.01% 0 Timeline STEL STELLAR BANCORP INC More: the full row for STELLAR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,275 shares; 2024Q4: 3,275 shares; 2025Q1: 3,275 shares; 2025Q2: 1,175 shares; 2025Q3: 1,175 shares; 2025Q4: 475 shares 475 $14.7K <0.01% -700 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR 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: 168 shares; 2025Q4: 168 shares 168 $14.4K <0.01% 0 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 66 shares; 2025Q4: 70 shares 70 $14.3K <0.01% +4 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315 shares; 2024Q4: 315 shares; 2025Q1: 315 shares; 2025Q2: 315 shares; 2025Q3: 315 shares; 2025Q4: 315 shares 315 $14K <0.01% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 598 shares; 2024Q4: 407 shares; 2025Q1: 248 shares; 2025Q2: 248 shares; 2025Q3: 248 shares; 2025Q4: 255 shares 255 $13.6K <0.01% +7 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares 4 $13.6K <0.01% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 54 shares 54 $13.3K <0.01% +4 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,249 shares; 2024Q4: 672 shares; 2025Q1: 485 shares; 2025Q2: 485 shares; 2025Q3: 135 shares; 2025Q4: 166 shares 166 $13.2K <0.01% +31 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 627 shares; 2025Q4: 57 shares 57 $12.5K <0.01% -570 Timeline SPXU 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 250 shares 250 $12.4K <0.01% new Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: 41 shares; 2025Q3: 41 shares; 2025Q4: 41 shares 41 $12.3K <0.01% 0 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT 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: 66 shares; 2025Q4: 66 shares 66 $12.2K <0.01% 0 Timeline SJB 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: 850 shares; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 800 shares 800 $12.2K <0.01% -50 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER 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: 168 shares; 2025Q4: 168 shares 168 $11.8K <0.01% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,146 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 133 shares; 2025Q4: 133 shares 133 $11.6K <0.01% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137 shares; 2024Q4: 154 shares; 2025Q1: 95 shares; 2025Q2: 95 shares; 2025Q3: 28 shares; 2025Q4: 30 shares 30 $11.5K <0.01% +2 Timeline APPN APPIAN CORP More: the full row for APPIAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 322 shares; 2024Q4: 322 shares; 2025Q1: 322 shares; 2025Q2: 322 shares; 2025Q3: 322 shares; 2025Q4: 322 shares 322 $11.4K <0.01% 0 Timeline IT GARTNER INC More: the full row for GARTNER 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: 117 shares; 2025Q3: 89 shares; 2025Q4: 45 shares 45 $11.4K <0.01% -44 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174 shares; 2024Q4: 174 shares; 2025Q1: 89 shares; 2025Q2: 89 shares; 2025Q3: 89 shares; 2025Q4: 89 shares 89 $11.3K <0.01% 0 Timeline FLOC FLOWCO HLDGS INC More: the full row for FLOWCO HLDGS 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: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares 600 $11.2K <0.01% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 969 shares; 2024Q4: 804 shares; 2025Q1: 804 shares; 2025Q2: 471 shares; 2025Q3: 471 shares; 2025Q4: 471 shares 471 $11K <0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,408 shares; 2024Q4: 2,508 shares; 2025Q1: 2,394 shares; 2025Q2: 3,144 shares; 2025Q3: 261 shares; 2025Q4: 269 shares 269 $10.8K <0.01% +8 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 67 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 34 shares 34 $10.6K <0.01% +9 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 129 shares 129 $10.5K <0.01% new Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 53 shares; 2025Q4: 53 shares 53 $10.5K <0.01% 0 Timeline TMC TMC THE METALS COMPANY INC More: the full row for TMC THE METALS COMPANY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,684 shares 1,684 $10.4K <0.01% new Timeline MUB 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: 95 shares; 2025Q4: 95 shares 95 $10.2K <0.01% 0 Timeline GWX 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: 243 shares; 2024Q4: 243 shares; 2025Q1: 243 shares; 2025Q2: 243 shares; 2025Q3: 243 shares; 2025Q4: 243 shares 243 $9.93K <0.01% 0 Timeline SCHG 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: 1,950 shares; 2025Q3: 3,125 shares; 2025Q4: 300 shares 300 $9.79K <0.01% -2,825 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 768 shares; 2025Q2: 768 shares; 2025Q3: 768 shares; 2025Q4: 768 shares 768 $9.72K <0.01% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,426 shares; 2024Q4: 148 shares; 2025Q1: 148 shares; 2025Q2: 148 shares; 2025Q3: 148 shares; 2025Q4: 163 shares 163 $9.52K <0.01% +15 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122 shares; 2024Q4: 122 shares; 2025Q1: 122 shares; 2025Q2: 122 shares; 2025Q3: 122 shares; 2025Q4: 122 shares 122 $9.51K <0.01% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 372 shares; 2024Q4: 372 shares; 2025Q1: 159 shares; 2025Q2: 159 shares; 2025Q3: 644 shares; 2025Q4: 117 shares 117 $9.39K <0.01% -527 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56 shares; 2024Q4: 35 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 20 shares 20 $9.34K <0.01% +2 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS 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: 26 shares; 2025Q4: 26 shares 26 $9.29K <0.01% 0 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE 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: 66 shares; 2025Q4: 66 shares 66 $9.23K <0.01% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46 shares; 2025Q4: 46 shares 46 $8.94K <0.01% 0 Timeline WDS WOODSIDE ENERGY GROUP LTD More: the full row for WOODSIDE ENERGY GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 572 shares; 2024Q4: 572 shares; 2025Q1: 572 shares; 2025Q2: 572 shares; 2025Q3: 572 shares; 2025Q4: 572 shares 572 $8.92K <0.01% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 247 shares; 2025Q4: 180 shares 180 $8.83K <0.01% -67 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153 shares; 2024Q4: 153 shares; 2025Q1: 153 shares; 2025Q2: 153 shares; 2025Q3: 153 shares; 2025Q4: 163 shares 163 $8.83K <0.01% +10 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: 954 shares; 2024Q4: 1,018 shares; 2025Q1: 102 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 22 shares 22 $8.56K <0.01% +2 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 240 shares; 2025Q3: 240 shares; 2025Q4: 240 shares 240 $8.47K <0.01% 0 Timeline GENK GEN RESTAURENT GROUP More: the full row for GEN RESTAURENT 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: 4,000 shares; 2025Q4: 4,000 shares 4,000 $8.44K <0.01% 0 Timeline FFIV F5 INC More: the full row for F5 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: 33 shares; 2025Q4: 33 shares 33 $8.42K <0.01% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,541 shares; 2024Q4: 97 shares; 2025Q1: not reported; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 102 shares 102 $8.34K <0.01% +80 Timeline IEF 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: 86 shares; 2025Q4: 86 shares 86 $8.27K <0.01% 0 Timeline KREF KKR REAL ESTATE FIN TR INC More: the full row for KKR REAL ESTATE FIN TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $8.22K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 170 shares; 2025Q1: 170 shares; 2025Q2: 150 shares; 2025Q3: 50 shares; 2025Q4: 54 shares 54 $8.17K <0.01% +4 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16 shares; 2025Q4: 16 shares 16 $7.85K <0.01% 0 Timeline JBL JABIL INC More: the full row for JABIL 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: 33 shares; 2025Q4: 33 shares 33 $7.53K <0.01% 0 Timeline DVA DAVITA INC More: the full row for DAVITA 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: 66 shares; 2025Q4: 66 shares 66 $7.5K <0.01% 0 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP 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: 66 shares; 2025Q4: 66 shares 66 $7.42K <0.01% 0 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24 shares; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 48 shares; 2025Q4: 48 shares 48 $7.29K <0.01% 0 Timeline IYR 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: 615 shares; 2024Q4: 615 shares; 2025Q1: 615 shares; 2025Q2: 615 shares; 2025Q3: 1,139 shares; 2025Q4: 75 shares 75 $7.04K <0.01% -1,064 Timeline MICC MAGNUM ICE CREAM CO NV More: the full row for MAGNUM ICE CREAM CO NV 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: 440 shares 440 $6.97K <0.01% 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: 79 shares; 2024Q4: 69 shares; 2025Q1: 57 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares 20 $6.89K <0.01% 0 Timeline EME EMCOR GROUP INC More: the full row for EMCOR 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: 11 shares 11 $6.73K <0.01% new Timeline DDS DILLARDS INC More: the full row for DILLARDS 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: 11 shares 11 $6.67K <0.01% new Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 200 shares 200 $6.6K <0.01% -400 Timeline NSP INSPERITY INC More: the full row for INSPERITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170 shares; 2024Q4: 170 shares; 2025Q1: 170 shares; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 170 shares 170 $6.58K <0.01% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69 shares; 2024Q4: 69 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33 shares; 2025Q4: 40 shares 40 $6.53K <0.01% +7 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99 shares; 2024Q4: 99 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 49 shares 49 $6.43K <0.01% +4 Timeline KAI KADANT INC More: the full row for KADANT 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: 20 shares; 2025Q4: 20 shares 20 $5.7K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201 shares; 2024Q4: 201 shares; 2025Q1: 134 shares; 2025Q2: 67 shares; 2025Q3: 67 shares; 2025Q4: 67 shares 67 $5.44K <0.01% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,915 shares; 2024Q4: 29 shares; 2025Q1: 29 shares; 2025Q2: 38 shares; 2025Q3: 29 shares; 2025Q4: 129 shares 129 $5.3K <0.01% +100 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38 shares 38 $5.24K <0.01% new Timeline