DDS DILLARDS INC More: the full row for DILLARDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 113,201 shares; 2025Q1: 113,201 shares; 2025Q2: 108,282 shares; 2025Q3: 108,101 shares; 2025Q4: 108,101 shares; 2026Q1: 108,101 shares 108,101 $61.8M 52.2% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 28,264 shares; 2025Q1: 28,264 shares; 2025Q2: 28,264 shares; 2025Q3: 28,264 shares; 2025Q4: 28,264 shares; 2026Q1: 28,264 shares 28,264 $12.1M 10.17% 0 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,861 shares; 2025Q1: 7,950 shares; 2025Q2: 7,950 shares; 2025Q3: 7,950 shares; 2025Q4: 7,950 shares; 2026Q1: 7,950 shares 7,950 $5.17M 4.36% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,870 shares; 2025Q1: 6,870 shares; 2025Q2: 6,920 shares; 2025Q3: 6,920 shares; 2025Q4: 6,920 shares; 2026Q1: 6,920 shares 6,920 $4.14M 3.49% 0 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,272 shares; 2025Q1: 14,272 shares; 2025Q2: 14,402 shares; 2025Q3: 14,402 shares; 2025Q4: 14,402 shares; 2026Q1: 15,002 shares 15,002 $3.81M 3.21% +600 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,480 shares; 2025Q1: 14,479 shares; 2025Q2: 14,479 shares; 2025Q3: 14,479 shares; 2025Q4: 14,479 shares; 2026Q1: 14,479 shares 14,479 $3.09M 2.61% 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,340 shares; 2025Q1: 11,573 shares; 2025Q2: 11,153 shares; 2025Q3: 11,603 shares; 2025Q4: 11,603 shares; 2026Q1: 11,603 shares 11,603 $2.88M 2.43% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 36,712 shares; 2025Q1: 38,712 shares; 2025Q2: 38,912 shares; 2025Q3: 38,912 shares; 2025Q4: 38,474 shares; 2026Q1: 38,974 shares 38,974 $2.5M 2.11% +500 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,741 shares; 2025Q1: 3,741 shares; 2025Q2: 3,741 shares; 2025Q3: 3,741 shares; 2025Q4: 3,741 shares; 2026Q1: 3,741 shares 3,741 $2.31M 1.95% 0 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,005 shares; 2025Q1: 10,005 shares; 2025Q2: 10,005 shares; 2025Q3: 10,005 shares; 2025Q4: 10,005 shares; 2026Q1: 10,005 shares 10,005 $2.04M 1.72% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,391 shares; 2025Q1: 2,391 shares; 2025Q2: 2,391 shares; 2025Q3: 2,391 shares; 2025Q4: 2,391 shares; 2026Q1: 2,391 shares 2,391 $1.56M 1.32% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,096 shares; 2025Q1: 5,096 shares; 2025Q2: 5,096 shares; 2025Q3: 5,096 shares; 2025Q4: 5,096 shares; 2026Q1: 5,096 shares 5,096 $978K 0.83% 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,556 shares; 2025Q1: 11,556 shares; 2025Q2: 11,556 shares; 2025Q3: 11,689 shares; 2025Q4: 11,689 shares; 2026Q1: 11,689 shares 11,689 $965K 0.81% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,066 shares; 2025Q1: 4,066 shares; 2025Q2: 4,066 shares; 2025Q3: 4,066 shares; 2025Q4: 4,066 shares; 2026Q1: 4,066 shares 4,066 $859K 0.72% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,900 shares; 2025Q1: 4,580 shares; 2025Q2: 4,580 shares; 2025Q3: 4,580 shares; 2025Q4: 4,580 shares; 2026Q1: 4,580 shares 4,580 $670K 0.57% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares 7,000 $642K 0.54% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,050 shares; 2025Q1: 1,550 shares; 2025Q2: 1,650 shares; 2025Q3: 1,650 shares; 2025Q4: 1,650 shares; 2026Q1: 1,710 shares 1,710 $636K 0.54% +60 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,252 shares; 2025Q1: 6,252 shares; 2025Q2: 6,252 shares; 2025Q3: 6,252 shares; 2025Q4: 6,252 shares; 2026Q1: 6,252 shares 6,252 $631K 0.53% 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,180 shares; 2025Q1: 11,180 shares; 2025Q2: 11,180 shares; 2025Q3: 11,180 shares; 2025Q4: 11,180 shares; 2026Q1: 11,430 shares 11,430 $618K 0.52% +250 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 827 shares; 2025Q1: 827 shares; 2025Q2: 827 shares; 2025Q3: 827 shares; 2025Q4: 869 shares; 2026Q1: 869 shares 869 $616K 0.52% 0 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,225 shares; 2025Q1: 6,726 shares; 2025Q2: 9,826 shares; 2025Q3: 17,020 shares; 2025Q4: 15,890 shares; 2026Q1: 15,890 shares 15,890 $610K 0.52% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 24,594 shares; 2025Q1: 24,494 shares; 2025Q2: 24,494 shares; 2025Q3: 21,344 shares; 2025Q4: 19,944 shares; 2026Q1: 19,944 shares 19,944 $605K 0.51% 0 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,670 shares; 2025Q1: 20,420 shares; 2025Q2: 14,825 shares; 2025Q3: 15,050 shares; 2025Q4: 22,800 shares; 2026Q1: 22,800 shares 22,800 $602K 0.51% 0 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,808 shares; 2025Q1: 4,808 shares; 2025Q2: 4,888 shares; 2025Q3: 8,333 shares; 2025Q4: 9,793 shares; 2026Q1: 9,793 shares 9,793 $578K 0.49% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,250 shares; 2025Q1: 5,250 shares; 2025Q2: 5,250 shares; 2025Q3: 5,200 shares; 2025Q4: 4,930 shares; 2026Q1: 4,930 shares 4,930 $479K 0.4% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,924 shares; 2025Q1: 5,424 shares; 2025Q2: 4,924 shares; 2025Q3: 4,924 shares; 2025Q4: 9,848 shares; 2026Q1: 9,848 shares 9,848 $452K 0.38% 0 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,504 shares; 2025Q1: 1,504 shares; 2025Q2: 1,504 shares; 2025Q3: 1,504 shares; 2025Q4: 1,504 shares; 2026Q1: 1,504 shares 1,504 $442K 0.37% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,324 shares; 2025Q1: 4,324 shares; 2025Q2: 4,324 shares; 2025Q3: 4,324 shares; 2025Q4: 4,324 shares; 2026Q1: 4,324 shares 4,324 $435K 0.37% 0 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,620 shares; 2025Q1: 17,620 shares; 2025Q2: 17,620 shares; 2025Q3: 11,485 shares; 2025Q4: 8,485 shares; 2026Q1: 8,485 shares 8,485 $397K 0.34% 0 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,775 shares; 2025Q1: 12,775 shares; 2025Q2: 12,775 shares; 2025Q3: 12,520 shares; 2025Q4: 12,520 shares; 2026Q1: 12,520 shares 12,520 $362K 0.31% 0 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $354K 0.3% 0 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares 1,100 $353K 0.3% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,437 shares; 2025Q1: 6,437 shares; 2025Q2: 6,437 shares; 2025Q3: 6,437 shares; 2025Q4: 4,437 shares; 2026Q1: 4,437 shares 4,437 $348K 0.29% 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,285 shares; 2025Q1: 2,285 shares; 2025Q2: 2,285 shares; 2025Q3: 2,285 shares; 2025Q4: 2,285 shares; 2026Q1: 2,285 shares 2,285 $346K 0.29% 0 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,591 shares; 2025Q1: 1,591 shares; 2025Q2: 1,591 shares; 2025Q3: 1,591 shares; 2025Q4: 1,591 shares; 2026Q1: 1,591 shares 1,591 $327K 0.28% 0 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,480 shares; 2025Q1: 1,480 shares; 2025Q2: 1,480 shares; 2025Q3: 1,480 shares; 2025Q4: 1,480 shares; 2026Q1: 1,480 shares 1,480 $308K 0.26% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,750 shares; 2025Q1: not reported; 2025Q2: 1,750 shares; 2025Q3: 1,750 shares; 2025Q4: 1,750 shares; 2026Q1: 1,750 shares 1,750 $305K 0.26% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,258 shares; 2025Q1: 2,258 shares; 2025Q2: 2,258 shares; 2025Q3: 2,258 shares; 2025Q4: 2,258 shares; 2026Q1: 2,258 shares 2,258 $299K 0.25% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,593 shares; 2025Q1: 1,593 shares; 2025Q2: 1,593 shares; 2025Q3: 1,593 shares; 2025Q4: 1,593 shares; 2026Q1: 1,593 shares 1,593 $297K 0.25% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,280 shares; 2025Q1: 2,365 shares; 2025Q2: 2,365 shares; 2025Q3: 2,280 shares; 2025Q4: 2,280 shares; 2026Q1: 2,280 shares 2,280 $283K 0.24% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,472 shares; 2025Q1: 2,472 shares; 2025Q2: 2,472 shares; 2025Q3: 2,472 shares; 2025Q4: 2,472 shares; 2026Q1: 2,472 shares 2,472 $280K 0.24% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,435 shares 4,435 $272K 0.23% new Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,431 shares; 2025Q1: 2,430 shares; 2025Q2: 1,930 shares; 2025Q3: 1,430 shares; 2025Q4: 1,430 shares; 2026Q1: 1,430 shares 1,430 $271K 0.23% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,700 shares; 2025Q1: 8,700 shares; 2025Q2: 8,700 shares; 2025Q3: 8,700 shares; 2025Q4: 8,700 shares; 2026Q1: 8,700 shares 8,700 $267K 0.23% 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,900 shares; 2026Q1: 1,900 shares 1,900 $237K 0.2% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 356 shares; 2025Q1: 356 shares; 2025Q2: 356 shares; 2025Q3: 356 shares; 2025Q4: 356 shares; 2026Q1: 356 shares 356 $204K 0.17% 0 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $203K 0.17% 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,576 shares; 2025Q1: 4,576 shares; 2025Q2: 4,576 shares; 2025Q3: 4,576 shares; 2025Q4: 4,201 shares; 2026Q1: 4,201 shares 4,201 $202K 0.17% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,181 shares 1,181 $200K 0.17% new Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,568 shares; 2025Q4: 10,378 shares; 2026Q1: 10,378 shares 10,378 $164K 0.14% 0 Timeline