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: 158,022 shares; 2024Q4: 158,745 shares; 2025Q1: 151,681 shares; 2025Q2: 149,746 shares; 2025Q3: 149,760 shares; 2025Q4: 149,437 shares 149,437 $72.3M 9.18% -323 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: 293,721 shares; 2024Q4: 291,931 shares; 2025Q1: 277,797 shares; 2025Q2: 263,040 shares; 2025Q3: 260,109 shares; 2025Q4: 263,167 shares 263,167 $71.5M 9.09% +3,058 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: 103,011 shares; 2024Q4: 105,045 shares; 2025Q1: 106,063 shares; 2025Q2: 104,439 shares; 2025Q3: 112,468 shares; 2025Q4: 113,221 shares 113,221 $35.5M 4.51% +753 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: 1,017,663 shares; 2024Q4: 979,256 shares; 2025Q1: 982,590 shares; 2025Q2: 985,253 shares; 2025Q3: 981,586 shares; 2025Q4: 979,659 shares 979,659 $31.4M 3.99% -1,927 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: 95,884 shares; 2024Q4: 96,781 shares; 2025Q1: 93,844 shares; 2025Q2: 93,188 shares; 2025Q3: 92,516 shares; 2025Q4: 92,425 shares 92,425 $29.8M 3.78% -91 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: 108,170 shares; 2024Q4: 108,170 shares; 2025Q1: 108,170 shares; 2025Q2: 108,170 shares; 2025Q3: 108,170 shares; 2025Q4: 108,170 shares 108,170 $29.5M 3.75% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,807 shares; 2024Q4: 147,006 shares; 2025Q1: 147,796 shares; 2025Q2: 154,115 shares; 2025Q3: 151,930 shares; 2025Q4: 151,250 shares 151,250 $28.2M 3.58% -680 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: 95,425 shares; 2024Q4: 99,574 shares; 2025Q1: 101,531 shares; 2025Q2: 101,085 shares; 2025Q3: 101,045 shares; 2025Q4: 102,120 shares 102,120 $23.6M 3% +1,075 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: 248,386 shares; 2024Q4: 251,998 shares; 2025Q1: 253,365 shares; 2025Q2: 264,585 shares; 2025Q3: 269,191 shares; 2025Q4: 269,621 shares 269,621 $19.8M 2.52% +430 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: 19,213 shares; 2024Q4: 20,830 shares; 2025Q1: 21,164 shares; 2025Q2: 25,320 shares; 2025Q3: 28,322 shares; 2025Q4: 28,543 shares 28,543 $17.9M 2.27% +221 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: 112,328 shares; 2024Q4: 116,663 shares; 2025Q1: 115,446 shares; 2025Q2: 112,830 shares; 2025Q3: 112,227 shares; 2025Q4: 112,352 shares 112,352 $17.3M 2.2% +125 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: 65,183 shares; 2024Q4: 66,490 shares; 2025Q1: 66,479 shares; 2025Q2: 65,615 shares; 2025Q3: 64,880 shares; 2025Q4: 65,091 shares 65,091 $14.9M 1.89% +211 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: 14,259 shares; 2024Q4: 15,012 shares; 2025Q1: 15,182 shares; 2025Q2: 15,276 shares; 2025Q3: 15,410 shares; 2025Q4: 15,757 shares 15,757 $10.4M 1.32% +347 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: 52,382 shares; 2024Q4: 51,536 shares; 2025Q1: 51,531 shares; 2025Q2: 50,323 shares; 2025Q3: 49,854 shares; 2025Q4: 49,854 shares 49,854 $10.3M 1.31% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,434 shares; 2024Q4: 98,259 shares; 2025Q1: 95,535 shares; 2025Q2: 93,630 shares; 2025Q3: 93,433 shares; 2025Q4: 96,838 shares 96,838 $10.2M 1.3% +3,405 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: 61,218 shares; 2025Q1: 61,046 shares; 2025Q2: 59,945 shares; 2025Q3: 58,847 shares; 2025Q4: 58,854 shares 58,854 $10.1M 1.28% +7 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: 55,580 shares; 2024Q4: 55,580 shares; 2025Q1: 55,580 shares; 2025Q2: 55,580 shares; 2025Q3: 55,598 shares; 2025Q4: 55,598 shares 55,598 $9M 1.14% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,172 shares; 2024Q4: 17,398 shares; 2025Q1: 17,412 shares; 2025Q2: 16,590 shares; 2025Q3: 16,687 shares; 2025Q4: 16,453 shares 16,453 $8.27M 1.05% -234 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: 26,243 shares; 2024Q4: 26,385 shares; 2025Q1: 24,752 shares; 2025Q2: 23,543 shares; 2025Q3: 22,804 shares; 2025Q4: 22,962 shares 22,962 $8.05M 1.02% +158 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: 21,157 shares; 2024Q4: 20,857 shares; 2025Q1: 20,446 shares; 2025Q2: 20,446 shares; 2025Q3: 20,484 shares; 2025Q4: 21,284 shares 21,284 $7.87M 1% +800 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: 14,841 shares; 2024Q4: 14,555 shares; 2025Q1: 13,639 shares; 2025Q2: 13,514 shares; 2025Q3: 13,643 shares; 2025Q4: 13,742 shares 13,742 $7.84M 1% +99 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: 17,744 shares; 2024Q4: 21,509 shares; 2025Q1: 22,864 shares; 2025Q2: 22,762 shares; 2025Q3: 24,062 shares; 2025Q4: 24,362 shares 24,362 $7.63M 0.97% +300 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: 53,650 shares; 2024Q4: 53,560 shares; 2025Q1: 53,535 shares; 2025Q2: 52,627 shares; 2025Q3: 52,189 shares; 2025Q4: 52,299 shares 52,299 $7.5M 0.95% +110 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: 30,588 shares; 2024Q4: 30,597 shares; 2025Q1: 30,542 shares; 2025Q2: 30,127 shares; 2025Q3: 28,396 shares; 2025Q4: 28,503 shares 28,503 $7.32M 0.93% +107 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: 47,101 shares; 2024Q4: 35,774 shares; 2025Q1: 35,094 shares; 2025Q2: 35,170 shares; 2025Q3: 33,165 shares; 2025Q4: 33,621 shares 33,621 $7.3M 0.93% +456 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: 47,490 shares; 2024Q4: 48,698 shares; 2025Q1: 46,340 shares; 2025Q2: 44,663 shares; 2025Q3: 44,611 shares; 2025Q4: 44,711 shares 44,711 $6.81M 0.87% +100 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: 96,283 shares; 2024Q4: 97,448 shares; 2025Q1: 98,577 shares; 2025Q2: 104,851 shares; 2025Q3: 106,211 shares; 2025Q4: 106,989 shares 106,989 $6.68M 0.85% +778 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: 365,561 shares; 2024Q4: 372,243 shares; 2025Q1: 386,664 shares; 2025Q2: 393,870 shares; 2025Q3: 394,770 shares; 2025Q4: 395,499 shares 395,499 $6.52M 0.83% +729 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: 4,842 shares; 2024Q4: 4,890 shares; 2025Q1: 4,872 shares; 2025Q2: 4,869 shares; 2025Q3: 5,045 shares; 2025Q4: 5,078 shares 5,078 $5.46M 0.69% +33 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: 23,580 shares; 2024Q4: 23,800 shares; 2025Q1: 24,491 shares; 2025Q2: 23,938 shares; 2025Q3: 24,399 shares; 2025Q4: 24,315 shares 24,315 $5.34M 0.68% -84 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: 10,460 shares; 2024Q4: 20,960 shares; 2025Q1: 21,105 shares; 2025Q2: 22,010 shares; 2025Q3: 26,516 shares; 2025Q4: 27,240 shares 27,240 $5.02M 0.64% +724 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: 10,012 shares; 2024Q4: 10,362 shares; 2025Q1: 10,457 shares; 2025Q2: 10,457 shares; 2025Q3: 10,591 shares; 2025Q4: 10,628 shares 10,628 $4.98M 0.63% +37 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,824 shares; 2024Q4: 18,824 shares; 2025Q1: 18,824 shares; 2025Q2: 18,824 shares; 2025Q3: 18,838 shares; 2025Q4: 18,838 shares 18,838 $4.73M 0.6% 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: 22,428 shares; 2024Q4: 22,428 shares; 2025Q1: 22,428 shares; 2025Q2: 22,428 shares; 2025Q3: 22,428 shares; 2025Q4: 22,428 shares 22,428 $4.67M 0.59% 0 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: 5,466 shares; 2024Q4: 5,923 shares; 2025Q1: 6,110 shares; 2025Q2: 6,693 shares; 2025Q3: 8,466 shares; 2025Q4: 7,220 shares 7,220 $4.44M 0.56% -1,246 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: 10,106 shares; 2024Q4: 10,081 shares; 2025Q1: 9,661 shares; 2025Q2: 9,661 shares; 2025Q3: 9,153 shares; 2025Q4: 9,153 shares 9,153 $4.26M 0.54% 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: 22,867 shares; 2024Q4: 23,017 shares; 2025Q1: 22,642 shares; 2025Q2: 22,242 shares; 2025Q3: 23,276 shares; 2025Q4: 21,631 shares 21,631 $4.22M 0.54% -1,645 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,977 shares; 2024Q4: 331,243 shares; 2025Q1: 339,414 shares; 2025Q2: 355,364 shares; 2025Q3: 366,164 shares; 2025Q4: 367,164 shares 367,164 $4M 0.51% +1,000 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: 60,633 shares; 2024Q4: 60,316 shares; 2025Q1: 58,891 shares; 2025Q2: 55,665 shares; 2025Q3: 52,990 shares; 2025Q4: 52,129 shares 52,129 $3.83M 0.49% -861 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: 167,446 shares; 2024Q4: 165,375 shares; 2025Q1: 166,241 shares; 2025Q2: 165,496 shares; 2025Q3: 153,832 shares; 2025Q4: 151,920 shares 151,920 $3.77M 0.48% -1,912 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: 98,917 shares; 2024Q4: 96,028 shares; 2025Q1: 96,303 shares; 2025Q2: 95,061 shares; 2025Q3: 93,618 shares; 2025Q4: 92,018 shares 92,018 $3.75M 0.48% -1,600 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: 22,523 shares; 2024Q4: 22,623 shares; 2025Q1: 22,444 shares; 2025Q2: 22,055 shares; 2025Q3: 21,800 shares; 2025Q4: 21,800 shares 21,800 $3.73M 0.47% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,397 shares; 2024Q4: 20,890 shares; 2025Q1: 20,675 shares; 2025Q2: 19,063 shares; 2025Q3: 19,350 shares; 2025Q4: 19,388 shares 19,388 $3.56M 0.45% +38 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: 42,442 shares; 2024Q4: 41,344 shares; 2025Q1: 41,066 shares; 2025Q2: 41,065 shares; 2025Q3: 43,093 shares; 2025Q4: 43,563 shares 43,563 $3.36M 0.43% +470 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: 55,082 shares; 2024Q4: 55,750 shares; 2025Q1: 55,457 shares; 2025Q2: 59,970 shares; 2025Q3: 59,266 shares; 2025Q4: 60,087 shares 60,087 $3.23M 0.41% +821 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: 72,348 shares; 2024Q4: 72,718 shares; 2025Q1: 90,966 shares; 2025Q2: 116,914 shares; 2025Q3: 121,238 shares; 2025Q4: 126,764 shares 126,764 $3.16M 0.4% +5,526 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: 5,504 shares; 2024Q4: 5,851 shares; 2025Q1: 5,755 shares; 2025Q2: 5,720 shares; 2025Q3: 5,720 shares; 2025Q4: 6,377 shares 6,377 $3.08M 0.39% +657 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: 6,730 shares; 2024Q4: 7,558 shares; 2025Q1: 8,242 shares; 2025Q2: 8,430 shares; 2025Q3: 8,126 shares; 2025Q4: 8,312 shares 8,312 $2.88M 0.37% +186 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: 3,703 shares; 2024Q4: 3,710 shares; 2025Q1: 3,881 shares; 2025Q2: 4,930 shares; 2025Q3: 5,636 shares; 2025Q4: 5,733 shares 5,733 $2.8M 0.36% +97 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: 56,919 shares; 2024Q4: 56,970 shares; 2025Q1: 56,011 shares; 2025Q2: 56,188 shares; 2025Q3: 56,457 shares; 2025Q4: 55,955 shares 55,955 $2.68M 0.34% -502 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: 28,958 shares; 2024Q4: 29,824 shares; 2025Q1: 27,477 shares; 2025Q2: 25,797 shares; 2025Q3: 21,953 shares; 2025Q4: 22,196 shares 22,196 $2.67M 0.34% +243 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: 3,402 shares; 2024Q4: 4,420 shares; 2025Q1: 4,129 shares; 2025Q2: 3,915 shares; 2025Q3: 4,193 shares; 2025Q4: 4,220 shares 4,220 $2.56M 0.33% +27 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: 9,290 shares; 2024Q4: 8,497 shares; 2025Q1: 8,448 shares; 2025Q2: 8,348 shares; 2025Q3: 8,370 shares; 2025Q4: 8,340 shares 8,340 $2.47M 0.31% -30 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,583 shares; 2024Q4: 86,714 shares; 2025Q1: 86,192 shares; 2025Q2: 85,951 shares; 2025Q3: 77,649 shares; 2025Q4: 77,649 shares 77,649 $2.44M 0.31% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,353 shares; 2024Q4: 92,337 shares; 2025Q1: 85,681 shares; 2025Q2: 74,616 shares; 2025Q3: 67,677 shares; 2025Q4: 63,951 shares 63,951 $2.36M 0.3% -3,726 Timeline QUAL 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: 10,910 shares; 2024Q4: 11,322 shares; 2025Q1: 12,155 shares; 2025Q2: 11,245 shares; 2025Q3: 11,809 shares; 2025Q4: 11,816 shares 11,816 $2.35M 0.3% +7 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: 5,862 shares; 2024Q4: 6,778 shares; 2025Q1: 6,947 shares; 2025Q2: 6,762 shares; 2025Q3: 6,895 shares; 2025Q4: 7,164 shares 7,164 $2.34M 0.3% +269 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: 40,623 shares; 2024Q4: 43,375 shares; 2025Q1: 43,377 shares; 2025Q2: 43,421 shares; 2025Q3: 42,525 shares; 2025Q4: 42,526 shares 42,526 $2.34M 0.3% +1 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: 11,933 shares; 2024Q4: 11,524 shares; 2025Q1: 11,680 shares; 2025Q2: 11,660 shares; 2025Q3: 11,661 shares; 2025Q4: 11,969 shares 11,969 $2.33M 0.3% +308 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: 6,537 shares; 2024Q4: 6,037 shares; 2025Q1: 6,083 shares; 2025Q2: 5,804 shares; 2025Q3: 6,380 shares; 2025Q4: 6,924 shares 6,924 $2.32M 0.3% +544 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: 2,651 shares; 2024Q4: 2,681 shares; 2025Q1: 2,647 shares; 2025Q2: 2,637 shares; 2025Q3: 2,663 shares; 2025Q4: 2,663 shares 2,663 $2.3M 0.29% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,755 shares; 2024Q4: 23,980 shares; 2025Q1: 23,565 shares; 2025Q2: 23,470 shares; 2025Q3: 24,270 shares; 2025Q4: 24,420 shares 24,420 $2.28M 0.29% +150 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: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares 3 $2.26M 0.29% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,576 shares; 2024Q4: 82,624 shares; 2025Q1: 78,758 shares; 2025Q2: 80,830 shares; 2025Q3: 80,826 shares; 2025Q4: 81,682 shares 81,682 $2.25M 0.29% +856 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,683 shares; 2024Q4: 9,308 shares; 2025Q1: 10,590 shares; 2025Q2: 14,751 shares; 2025Q3: 17,467 shares; 2025Q4: 18,302 shares 18,302 $2.23M 0.28% +835 Timeline MGC 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: 4,600 shares; 2024Q4: 4,970 shares; 2025Q1: 5,168 shares; 2025Q2: 6,884 shares; 2025Q3: 8,184 shares; 2025Q4: 8,527 shares 8,527 $2.14M 0.27% +343 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,557 shares; 2024Q4: 125,567 shares; 2025Q1: 123,688 shares; 2025Q2: 123,688 shares; 2025Q3: 119,358 shares; 2025Q4: 118,858 shares 118,858 $2.13M 0.27% -500 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: 1,922 shares; 2024Q4: 1,927 shares; 2025Q1: 1,942 shares; 2025Q2: 2,037 shares; 2025Q3: 2,006 shares; 2025Q4: 1,960 shares 1,960 $2.1M 0.27% -46 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,274 shares; 2024Q4: 11,395 shares; 2025Q1: 11,478 shares; 2025Q2: 11,359 shares; 2025Q3: 11,359 shares; 2025Q4: 11,352 shares 11,352 $2.1M 0.27% -7 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: 6,969 shares; 2024Q4: 7,173 shares; 2025Q1: 7,236 shares; 2025Q2: 5,822 shares; 2025Q3: 5,909 shares; 2025Q4: 6,085 shares 6,085 $2.09M 0.27% +176 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: 4,086 shares; 2024Q4: 3,886 shares; 2025Q1: 3,721 shares; 2025Q2: 3,721 shares; 2025Q3: 3,596 shares; 2025Q4: 3,596 shares 3,596 $2.06M 0.26% 0 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,707 shares; 2024Q4: 14,659 shares; 2025Q1: 12,159 shares; 2025Q2: 12,589 shares; 2025Q3: 12,589 shares; 2025Q4: 12,717 shares 12,717 $2.05M 0.26% +128 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: 3,974 shares; 2024Q4: 4,068 shares; 2025Q1: 4,532 shares; 2025Q2: 4,654 shares; 2025Q3: 4,772 shares; 2025Q4: 4,773 shares 4,773 $2.01M 0.26% +1 Timeline IGM 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: 22,179 shares; 2024Q4: 22,184 shares; 2025Q1: 21,023 shares; 2025Q2: 21,000 shares; 2025Q3: 15,301 shares; 2025Q4: 15,303 shares 15,303 $1.98M 0.25% +2 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: 2,572 shares; 2024Q4: 2,565 shares; 2025Q1: 2,835 shares; 2025Q2: 2,835 shares; 2025Q3: 2,957 shares; 2025Q4: 3,002 shares 3,002 $1.96M 0.25% +45 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,758 shares; 2024Q4: 63,758 shares; 2025Q1: 61,508 shares; 2025Q2: 61,508 shares; 2025Q3: 60,437 shares; 2025Q4: 56,209 shares 56,209 $1.95M 0.25% -4,228 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: 127,114 shares; 2024Q4: 123,397 shares; 2025Q1: 122,179 shares; 2025Q2: 117,598 shares; 2025Q3: 113,468 shares; 2025Q4: 112,568 shares 112,568 $1.94M 0.25% -900 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: 14,039 shares; 2024Q4: 15,539 shares; 2025Q1: 16,456 shares; 2025Q2: 16,523 shares; 2025Q3: 16,109 shares; 2025Q4: 15,445 shares 15,445 $1.94M 0.25% -664 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: 74,858 shares; 2024Q4: 75,274 shares; 2025Q1: 74,876 shares; 2025Q2: 69,138 shares; 2025Q3: 68,410 shares; 2025Q4: 68,419 shares 68,419 $1.85M 0.23% +9 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: 3,725 shares; 2024Q4: 3,821 shares; 2025Q1: 3,798 shares; 2025Q2: 3,166 shares; 2025Q3: 3,180 shares; 2025Q4: 3,172 shares 3,172 $1.84M 0.23% -8 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,822 shares; 2024Q4: 6,637 shares; 2025Q1: 6,637 shares; 2025Q2: 6,737 shares; 2025Q3: 6,759 shares; 2025Q4: 6,816 shares 6,816 $1.78M 0.23% +57 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: 1,689 shares; 2024Q4: 2,218 shares; 2025Q1: 1,806 shares; 2025Q2: 1,810 shares; 2025Q3: 2,439 shares; 2025Q4: 2,439 shares 2,439 $1.66M 0.21% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,639 shares; 2024Q4: 17,879 shares; 2025Q1: 17,424 shares; 2025Q2: 17,417 shares; 2025Q3: 17,435 shares; 2025Q4: 17,412 shares 17,412 $1.66M 0.21% -23 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: 8,392 shares; 2024Q4: 36,937 shares; 2025Q1: 34,898 shares; 2025Q2: 48,184 shares; 2025Q3: 53,452 shares; 2025Q4: 47,085 shares 47,085 $1.54M 0.2% -6,367 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: 26,078 shares; 2024Q4: 25,328 shares; 2025Q1: 24,358 shares; 2025Q2: 19,158 shares; 2025Q3: 19,158 shares; 2025Q4: 18,309 shares 18,309 $1.49M 0.19% -849 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: 13,235 shares; 2024Q4: 12,358 shares; 2025Q1: 12,597 shares; 2025Q2: 12,597 shares; 2025Q3: 12,597 shares; 2025Q4: 13,197 shares 13,197 $1.47M 0.19% +600 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: 4,722 shares; 2024Q4: 4,754 shares; 2025Q1: 4,816 shares; 2025Q2: 4,816 shares; 2025Q3: 4,704 shares; 2025Q4: 4,731 shares 4,731 $1.46M 0.19% +27 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,370 shares; 2024Q4: 1,425 shares; 2025Q1: 1,490 shares; 2025Q2: 2,626 shares; 2025Q3: 3,400 shares; 2025Q4: 3,511 shares 3,511 $1.45M 0.18% +111 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,323 shares; 2024Q4: 17,378 shares; 2025Q1: 17,378 shares; 2025Q2: 17,378 shares; 2025Q3: 17,378 shares; 2025Q4: 16,881 shares 16,881 $1.45M 0.18% -497 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: 13,178 shares; 2024Q4: 13,008 shares; 2025Q1: 12,997 shares; 2025Q2: 13,210 shares; 2025Q3: 11,737 shares; 2025Q4: 11,914 shares 11,914 $1.39M 0.18% +177 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,678 shares; 2024Q4: 5,155 shares; 2025Q1: 7,088 shares; 2025Q2: 7,026 shares; 2025Q3: 9,361 shares; 2025Q4: 9,503 shares 9,503 $1.38M 0.17% +142 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,154 shares; 2024Q4: 1,154 shares; 2025Q1: 1,128 shares; 2025Q2: 1,128 shares; 2025Q3: 1,127 shares; 2025Q4: 1,127 shares 1,127 $1.37M 0.17% 0 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: not reported; 2024Q4: 14,970 shares; 2025Q1: 18,971 shares; 2025Q2: 20,026 shares; 2025Q3: 25,135 shares; 2025Q4: 25,511 shares 25,511 $1.37M 0.17% +376 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: 8,023 shares; 2024Q4: 8,023 shares; 2025Q1: 8,027 shares; 2025Q2: 8,027 shares; 2025Q3: 8,446 shares; 2025Q4: 9,905 shares 9,905 $1.37M 0.17% +1,459 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: 4,986 shares; 2024Q4: 6,932 shares; 2025Q1: 3,534 shares; 2025Q2: 5,214 shares; 2025Q3: 6,618 shares; 2025Q4: 6,370 shares 6,370 $1.36M 0.17% -248 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,980 shares; 2024Q4: 1,966 shares; 2025Q1: 1,942 shares; 2025Q2: 1,942 shares; 2025Q3: 1,942 shares; 2025Q4: 1,942 shares 1,942 $1.33M 0.17% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY 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: 3,678 shares; 2025Q2: 4,636 shares; 2025Q3: 4,636 shares; 2025Q4: 4,637 shares 4,637 $1.32M 0.17% +1 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: 3,363 shares; 2024Q4: 3,363 shares; 2025Q1: 3,363 shares; 2025Q2: 3,363 shares; 2025Q3: 3,363 shares; 2025Q4: 3,363 shares 3,363 $1.3M 0.17% 0 Timeline IQLT 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: 27,053 shares; 2024Q4: 26,571 shares; 2025Q1: 26,605 shares; 2025Q2: 26,634 shares; 2025Q3: 27,302 shares; 2025Q4: 27,236 shares 27,236 $1.24M 0.16% -66 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: 3,569 shares; 2024Q4: 3,992 shares; 2025Q1: 2,398 shares; 2025Q2: 2,086 shares; 2025Q3: 2,131 shares; 2025Q4: 2,736 shares 2,736 $1.23M 0.16% +605 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,170 shares; 2024Q4: 47,170 shares; 2025Q1: 49,670 shares; 2025Q2: 51,018 shares; 2025Q3: 51,018 shares; 2025Q4: 51,018 shares 51,018 $1.22M 0.15% 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: 6,609 shares; 2024Q4: 7,576 shares; 2025Q1: 7,576 shares; 2025Q2: 7,076 shares; 2025Q3: 6,874 shares; 2025Q4: 8,494 shares 8,494 $1.22M 0.15% +1,620 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,515 shares; 2024Q4: 1,515 shares; 2025Q1: 1,515 shares; 2025Q2: 1,401 shares; 2025Q3: 1,401 shares; 2025Q4: 4,203 shares 4,203 $1.21M 0.15% +2,802 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,652 shares; 2024Q4: 19,532 shares; 2025Q1: 19,532 shares; 2025Q2: 19,532 shares; 2025Q3: 19,646 shares; 2025Q4: 19,646 shares 19,646 $1.15M 0.15% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,703 shares; 2024Q4: 5,731 shares; 2025Q1: 6,104 shares; 2025Q2: 5,953 shares; 2025Q3: 5,906 shares; 2025Q4: 5,997 shares 5,997 $1.15M 0.15% +91 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: 20,805 shares; 2024Q4: 26,060 shares; 2025Q1: 22,354 shares; 2025Q2: 23,074 shares; 2025Q3: 22,272 shares; 2025Q4: 22,278 shares 22,278 $1.1M 0.14% +6 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: 14,764 shares; 2024Q4: 13,809 shares; 2025Q1: 11,532 shares; 2025Q2: 11,117 shares; 2025Q3: 9,657 shares; 2025Q4: 9,466 shares 9,466 $1.08M 0.14% -191 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,048 shares; 2024Q4: 23,048 shares; 2025Q1: 22,573 shares; 2025Q2: 22,573 shares; 2025Q3: 20,823 shares; 2025Q4: 20,823 shares 20,823 $1.08M 0.14% 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: 8,488 shares; 2024Q4: 8,614 shares; 2025Q1: 9,112 shares; 2025Q2: 7,902 shares; 2025Q3: 7,575 shares; 2025Q4: 7,437 shares 7,437 $1.07M 0.14% -138 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,500 shares; 2024Q4: 61,500 shares; 2025Q1: 61,500 shares; 2025Q2: 61,500 shares; 2025Q3: 61,500 shares; 2025Q4: 61,500 shares 61,500 $1.07M 0.14% 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: 3,482 shares; 2024Q4: 3,420 shares; 2025Q1: 3,412 shares; 2025Q2: 3,058 shares; 2025Q3: 4,082 shares; 2025Q4: 4,177 shares 4,177 $1.03M 0.13% +95 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: not reported; 2024Q4: 25,986 shares; 2025Q1: 30,119 shares; 2025Q2: 29,226 shares; 2025Q3: 29,924 shares; 2025Q4: 29,721 shares 29,721 $1.02M 0.13% -203 Timeline ITRI ITRON INC More: the full row for ITRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,528 shares; 2024Q4: 10,798 shares; 2025Q1: 10,988 shares; 2025Q2: 10,725 shares; 2025Q3: 10,726 shares; 2025Q4: 10,721 shares 10,721 $996K 0.13% -5 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: 3,741 shares; 2024Q4: 5,142 shares; 2025Q1: 5,256 shares; 2025Q2: 5,257 shares; 2025Q3: 5,360 shares; 2025Q4: 5,361 shares 5,361 $952K 0.12% +1 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,038 shares; 2024Q4: 2,424 shares; 2025Q1: 2,428 shares; 2025Q2: 2,076 shares; 2025Q3: 2,002 shares; 2025Q4: 2,002 shares 2,002 $908K 0.12% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,749 shares; 2024Q4: 7,700 shares; 2025Q1: 7,635 shares; 2025Q2: 7,615 shares; 2025Q3: 7,310 shares; 2025Q4: 7,310 shares 7,310 $897K 0.11% 0 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,883 shares; 2024Q4: 27,884 shares; 2025Q1: 27,886 shares; 2025Q2: 26,615 shares; 2025Q3: 26,637 shares; 2025Q4: 26,639 shares 26,639 $886K 0.11% +2 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: 576 shares; 2024Q4: 576 shares; 2025Q1: 951 shares; 2025Q2: 951 shares; 2025Q3: 1,007 shares; 2025Q4: 1,007 shares 1,007 $885K 0.11% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,545 shares; 2024Q4: 1,545 shares; 2025Q1: 1,545 shares; 2025Q2: 1,545 shares; 2025Q3: 1,545 shares; 2025Q4: 1,545 shares 1,545 $881K 0.11% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,206 shares; 2024Q4: 4,206 shares; 2025Q1: 4,206 shares; 2025Q2: 4,199 shares; 2025Q3: 4,199 shares; 2025Q4: 4,199 shares 4,199 $876K 0.11% 0 Timeline YPF YPF SOCIEDAD ANONIMA More: the full row for YPF SOCIEDAD ANONIMA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,975 shares; 2024Q4: 23,975 shares; 2025Q1: 23,975 shares; 2025Q2: 23,975 shares; 2025Q3: 23,975 shares; 2025Q4: 23,975 shares 23,975 $867K 0.11% 0 Timeline 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: 5,927 shares; 2024Q4: 7,180 shares; 2025Q1: 9,072 shares; 2025Q2: 10,484 shares; 2025Q3: 10,184 shares; 2025Q4: 10,034 shares 10,034 $853K 0.11% -150 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: 642 shares; 2024Q4: 742 shares; 2025Q1: 802 shares; 2025Q2: 862 shares; 2025Q3: 865 shares; 2025Q4: 9,035 shares 9,035 $847K 0.11% +8,170 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: 602 shares; 2025Q1: 681 shares; 2025Q2: 681 shares; 2025Q3: 731 shares; 2025Q4: 731 shares 731 $782K 0.1% 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: 1,058 shares; 2024Q4: 1,604 shares; 2025Q1: 1,493 shares; 2025Q2: 1,429 shares; 2025Q3: 1,420 shares; 2025Q4: 1,956 shares 1,956 $775K 0.1% +536 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,038 shares; 2025Q3: 11,664 shares; 2025Q4: 15,157 shares 15,157 $764K 0.1% +3,493 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,000 shares; 2024Q4: 37,000 shares; 2025Q1: 37,000 shares; 2025Q2: 37,000 shares; 2025Q3: 37,000 shares; 2025Q4: 37,000 shares 37,000 $764K 0.1% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,398 shares; 2024Q4: 2,351 shares; 2025Q1: 2,271 shares; 2025Q2: 2,272 shares; 2025Q3: 2,379 shares; 2025Q4: 2,482 shares 2,482 $754K 0.1% +103 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,128 shares; 2025Q4: 14,131 shares 14,131 $754K 0.1% +3 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,767 shares; 2024Q4: 76,367 shares; 2025Q1: 61,867 shares; 2025Q2: 60,940 shares; 2025Q3: 60,940 shares; 2025Q4: 57,310 shares 57,310 $752K 0.1% -3,630 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,151 shares; 2024Q4: 11,374 shares; 2025Q1: 11,443 shares; 2025Q2: 10,226 shares; 2025Q3: 10,682 shares; 2025Q4: 10,755 shares 10,755 $747K 0.09% +73 Timeline BKLN 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: 30,054 shares; 2024Q4: 31,491 shares; 2025Q1: 31,741 shares; 2025Q2: 31,791 shares; 2025Q3: 32,606 shares; 2025Q4: 33,990 shares 33,990 $714K 0.09% +1,384 Timeline IBB 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: 4,114 shares; 2024Q4: 3,835 shares; 2025Q1: 3,835 shares; 2025Q2: 4,133 shares; 2025Q3: 4,133 shares; 2025Q4: 4,133 shares 4,133 $698K 0.09% 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: 3,892 shares; 2024Q4: 4,291 shares; 2025Q1: 4,376 shares; 2025Q2: 3,129 shares; 2025Q3: 3,227 shares; 2025Q4: 3,258 shares 3,258 $685K 0.09% +31 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,991 shares; 2025Q1: not reported; 2025Q2: 2,991 shares; 2025Q3: 2,991 shares; 2025Q4: 2,928 shares 2,928 $685K 0.09% -63 Timeline IDV 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: 21,078 shares; 2024Q4: 17,278 shares; 2025Q1: 17,278 shares; 2025Q2: 17,278 shares; 2025Q3: 17,278 shares; 2025Q4: 17,278 shares 17,278 $682K 0.09% 0 Timeline IVOO 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,534 shares; 2024Q4: 10,982 shares; 2025Q1: 11,343 shares; 2025Q2: 10,845 shares; 2025Q3: 8,337 shares; 2025Q4: 6,055 shares 6,055 $677K 0.09% -2,282 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,733 shares; 2024Q4: 1,701 shares; 2025Q1: 1,701 shares; 2025Q2: 1,701 shares; 2025Q3: 1,701 shares; 2025Q4: 1,701 shares 1,701 $676K 0.09% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,939 shares; 2024Q4: 2,939 shares; 2025Q1: 2,912 shares; 2025Q2: 2,303 shares; 2025Q3: 2,303 shares; 2025Q4: 2,303 shares 2,303 $676K 0.09% 0 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: 9,892 shares; 2024Q4: 9,892 shares; 2025Q1: 8,704 shares; 2025Q2: 8,704 shares; 2025Q3: 8,704 shares; 2025Q4: 8,704 shares 8,704 $674K 0.09% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,249 shares; 2024Q4: 1,361 shares; 2025Q1: 2,070 shares; 2025Q2: 1,750 shares; 2025Q3: 2,073 shares; 2025Q4: 2,113 shares 2,113 $673K 0.09% +40 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,868 shares; 2024Q4: 6,876 shares; 2025Q1: 11,102 shares; 2025Q2: 9,634 shares; 2025Q3: 8,396 shares; 2025Q4: 12,164 shares 12,164 $656K 0.08% +3,768 Timeline EZU 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: 10,170 shares; 2024Q4: 10,170 shares; 2025Q1: 10,234 shares; 2025Q2: 10,170 shares; 2025Q3: 10,170 shares; 2025Q4: 10,170 shares 10,170 $652K 0.08% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,344 shares; 2024Q4: 1,244 shares; 2025Q1: 1,199 shares; 2025Q2: 1,153 shares; 2025Q3: 1,280 shares; 2025Q4: 1,834 shares 1,834 $642K 0.08% +554 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 996 shares; 2025Q3: 1,394 shares; 2025Q4: 1,444 shares 1,444 $642K 0.08% +50 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,924 shares; 2025Q4: 5,224 shares 5,224 $637K 0.08% +300 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,229 shares; 2024Q4: 150,963 shares; 2025Q1: 137,409 shares; 2025Q2: 97,442 shares; 2025Q3: 89,381 shares; 2025Q4: 54,551 shares 54,551 $615K 0.08% -34,830 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,800 shares; 2024Q4: 10,800 shares; 2025Q1: 10,800 shares; 2025Q2: 10,800 shares; 2025Q3: 10,800 shares; 2025Q4: 10,300 shares 10,300 $609K 0.08% -500 Timeline KBWB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,217 shares; 2025Q4: 7,217 shares 7,217 $608K 0.08% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,769 shares; 2024Q4: 15,687 shares; 2025Q1: 16,748 shares; 2025Q2: 25,557 shares; 2025Q3: 28,506 shares; 2025Q4: 22,094 shares 22,094 $606K 0.08% -6,412 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,996 shares; 2024Q4: 24,278 shares; 2025Q1: 21,148 shares; 2025Q2: 21,148 shares; 2025Q3: 20,729 shares; 2025Q4: 20,540 shares 20,540 $592K 0.08% -189 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,789 shares; 2024Q4: 8,789 shares; 2025Q1: 8,792 shares; 2025Q2: 8,792 shares; 2025Q3: 8,792 shares; 2025Q4: 8,792 shares 8,792 $589K 0.07% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,512 shares; 2024Q4: 2,426 shares; 2025Q1: 2,426 shares; 2025Q2: 2,363 shares; 2025Q3: 2,329 shares; 2025Q4: 2,082 shares 2,082 $573K 0.07% -247 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: 6,978 shares; 2024Q4: 6,978 shares; 2025Q1: 6,678 shares; 2025Q2: 6,679 shares; 2025Q3: 6,679 shares; 2025Q4: 13,336 shares 13,336 $569K 0.07% +6,657 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: 2,350 shares; 2024Q4: 2,935 shares; 2025Q1: 2,655 shares; 2025Q2: 2,620 shares; 2025Q3: 6,568 shares; 2025Q4: 6,718 shares 6,718 $566K 0.07% +150 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,525 shares; 2024Q4: 3,840 shares; 2025Q1: 3,531 shares; 2025Q2: 4,031 shares; 2025Q3: 3,585 shares; 2025Q4: 3,410 shares 3,410 $552K 0.07% -175 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: 8,159 shares; 2024Q4: 8,159 shares; 2025Q1: 8,354 shares; 2025Q2: 8,354 shares; 2025Q3: 8,354 shares; 2025Q4: 8,354 shares 8,354 $551K 0.07% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,948 shares; 2024Q4: 3,819 shares; 2025Q1: 3,062 shares; 2025Q2: 3,400 shares; 2025Q3: 3,170 shares; 2025Q4: 3,095 shares 3,095 $550K 0.07% -75 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,935 shares; 2024Q4: 18,392 shares; 2025Q1: 15,013 shares; 2025Q2: 15,070 shares; 2025Q3: 15,024 shares; 2025Q4: 12,561 shares 12,561 $544K 0.07% -2,463 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,467 shares; 2024Q4: 4,028 shares; 2025Q1: 4,028 shares; 2025Q2: 3,929 shares; 2025Q3: 4,295 shares; 2025Q4: 4,236 shares 4,236 $540K 0.07% -59 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: 5,714 shares; 2025Q2: 5,714 shares; 2025Q3: 6,327 shares; 2025Q4: 6,319 shares 6,319 $528K 0.07% -8 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: 3,292 shares; 2024Q4: 3,210 shares; 2025Q1: 3,210 shares; 2025Q2: 3,210 shares; 2025Q3: 3,235 shares; 2025Q4: 3,265 shares 3,265 $526K 0.07% +30 Timeline MGTX MEIRAGTX HLDGS PLC More: the full row for MEIRAGTX HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,398 shares; 2024Q4: 69,955 shares; 2025Q1: 69,716 shares; 2025Q2: 68,423 shares; 2025Q3: 65,633 shares; 2025Q4: 65,569 shares 65,569 $521K 0.07% -64 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,446 shares; 2024Q4: 1,421 shares; 2025Q1: 1,721 shares; 2025Q2: 1,621 shares; 2025Q3: 1,794 shares; 2025Q4: 1,794 shares 1,794 $518K 0.07% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,649 shares; 2024Q4: 8,449 shares; 2025Q1: 3,319 shares; 2025Q2: 2,919 shares; 2025Q3: 6,507 shares; 2025Q4: 6,507 shares 6,507 $516K 0.07% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 707 shares; 2024Q4: 707 shares; 2025Q1: 707 shares; 2025Q2: 722 shares; 2025Q3: 762 shares; 2025Q4: 762 shares 762 $505K 0.06% 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: 13,781 shares; 2025Q1: 13,658 shares; 2025Q2: 13,658 shares; 2025Q3: 13,050 shares; 2025Q4: 13,051 shares 13,051 $500K 0.06% +1 Timeline HDV 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: 4,004 shares; 2024Q4: 4,026 shares; 2025Q1: 4,042 shares; 2025Q2: 4,060 shares; 2025Q3: 4,078 shares; 2025Q4: 4,102 shares 4,102 $499K 0.06% +24 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: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,014 shares; 2025Q4: 1,014 shares 1,014 $497K 0.06% 0 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD 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: 850 shares 850 $491K 0.06% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,171 shares; 2024Q4: 13,171 shares; 2025Q1: 9,809 shares; 2025Q2: 9,809 shares; 2025Q3: 9,659 shares; 2025Q4: 9,659 shares 9,659 $491K 0.06% 0 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: 6,023 shares; 2024Q4: 5,969 shares; 2025Q1: 4,680 shares; 2025Q2: 3,163 shares; 2025Q3: 3,148 shares; 2025Q4: 3,145 shares 3,145 $487K 0.06% -3 Timeline EWJ 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: 6,263 shares; 2024Q4: 6,052 shares; 2025Q1: 6,052 shares; 2025Q2: 6,020 shares; 2025Q3: 6,027 shares; 2025Q4: 6,020 shares 6,020 $486K 0.06% -7 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: 1,156 shares; 2024Q4: 1,229 shares; 2025Q1: 1,080 shares; 2025Q2: 867 shares; 2025Q3: 998 shares; 2025Q4: 1,025 shares 1,025 $485K 0.06% +27 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: 6,546 shares; 2024Q4: 6,550 shares; 2025Q1: 6,555 shares; 2025Q2: 5,558 shares; 2025Q3: 5,590 shares; 2025Q4: 5,174 shares 5,174 $484K 0.06% -416 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: 57,471 shares; 2024Q4: 57,471 shares; 2025Q1: 55,671 shares; 2025Q2: 36,540 shares; 2025Q3: 35,867 shares; 2025Q4: 35,867 shares 35,867 $477K 0.06% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,739 shares; 2024Q4: 4,025 shares; 2025Q1: 4,025 shares; 2025Q2: 3,428 shares; 2025Q3: 2,245 shares; 2025Q4: 1,633 shares 1,633 $474K 0.06% -612 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,791 shares; 2024Q4: 14,957 shares; 2025Q1: 12,224 shares; 2025Q2: 11,439 shares; 2025Q3: 11,439 shares; 2025Q4: 11,297 shares 11,297 $474K 0.06% -142 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,215 shares; 2024Q4: 2,596 shares; 2025Q1: 2,038 shares; 2025Q2: 2,699 shares; 2025Q3: 2,515 shares; 2025Q4: 4,691 shares 4,691 $469K 0.06% +2,176 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,345 shares; 2024Q4: 2,325 shares; 2025Q1: 2,105 shares; 2025Q2: 2,106 shares; 2025Q3: 2,174 shares; 2025Q4: 2,175 shares 2,175 $466K 0.06% +1 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: 5,299 shares; 2024Q4: 5,299 shares; 2025Q1: 4,944 shares; 2025Q2: 1,970 shares; 2025Q3: 1,985 shares; 2025Q4: 1,985 shares 1,985 $459K 0.06% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,016 shares; 2024Q4: 5,016 shares; 2025Q1: 5,016 shares; 2025Q2: 5,016 shares; 2025Q3: 5,016 shares; 2025Q4: 10,233 shares 10,233 $458K 0.06% +5,217 Timeline VIGI 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: 5,065 shares; 2024Q4: 5,065 shares; 2025Q1: 4,987 shares; 2025Q2: 4,987 shares; 2025Q3: 4,987 shares; 2025Q4: 4,987 shares 4,987 $456K 0.06% 0 Timeline MGV 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: 1,775 shares; 2025Q1: 1,915 shares; 2025Q2: 2,610 shares; 2025Q3: 3,123 shares; 2025Q4: 3,230 shares 3,230 $456K 0.06% +107 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: 23,700 shares; 2024Q4: 20,700 shares; 2025Q1: 20,700 shares; 2025Q2: 18,700 shares; 2025Q3: 18,700 shares; 2025Q4: 18,700 shares 18,700 $455K 0.06% 0 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: 24,837 shares; 2024Q4: 24,837 shares; 2025Q1: 24,837 shares; 2025Q2: 15,537 shares; 2025Q3: 15,304 shares; 2025Q4: 14,838 shares 14,838 $444K 0.06% -466 Timeline TLT 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: 5,200 shares; 2025Q1: 5,317 shares; 2025Q2: 5,200 shares; 2025Q3: 5,200 shares; 2025Q4: 5,045 shares 5,045 $440K 0.06% -155 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58 shares; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 58 shares; 2025Q3: 69 shares; 2025Q4: 79 shares 79 $423K 0.05% +10 Timeline PICK 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: 9,201 shares; 2024Q4: 9,578 shares; 2025Q1: 9,642 shares; 2025Q2: 9,408 shares; 2025Q3: 7,946 shares; 2025Q4: 7,950 shares 7,950 $408K 0.05% +4 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,621 shares; 2025Q1: 8,021 shares; 2025Q2: 8,021 shares; 2025Q3: 8,021 shares; 2025Q4: 8,551 shares 8,551 $402K 0.05% +530 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,387 shares; 2025Q1: 1,762 shares; 2025Q2: 1,787 shares; 2025Q3: 1,787 shares; 2025Q4: 1,787 shares 1,787 $392K 0.05% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,559 shares; 2025Q3: 1,559 shares; 2025Q4: 1,584 shares 1,584 $384K 0.05% +25 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 5,179 shares; 2025Q4: 5,324 shares 5,324 $371K 0.05% +145 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,222 shares; 2024Q4: 5,222 shares; 2025Q1: 5,222 shares; 2025Q2: 5,222 shares; 2025Q3: 5,222 shares; 2025Q4: 5,218 shares 5,218 $362K 0.05% -4 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: 4,832 shares; 2024Q4: 4,993 shares; 2025Q1: 5,493 shares; 2025Q2: 5,496 shares; 2025Q3: 5,185 shares; 2025Q4: 5,164 shares 5,164 $361K 0.05% -21 Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,375 shares; 2025Q2: 13,379 shares; 2025Q3: 14,383 shares; 2025Q4: 15,427 shares 15,427 $358K 0.05% +1,044 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: 2,693 shares; 2024Q4: 2,593 shares; 2025Q1: 2,593 shares; 2025Q2: 2,018 shares; 2025Q3: 2,044 shares; 2025Q4: 2,044 shares 2,044 $355K 0.05% 0 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: 4,284 shares 4,284 $350K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: 2,214 shares; 2025Q2: not reported; 2025Q3: 1,749 shares; 2025Q4: 2,060 shares 2,060 $349K 0.04% +311 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 715 shares; 2025Q1: 573 shares; 2025Q2: 573 shares; 2025Q3: 573 shares; 2025Q4: 573 shares 573 $347K 0.04% 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: 6,429 shares; 2024Q4: 6,585 shares; 2025Q1: 8,036 shares; 2025Q2: 8,587 shares; 2025Q3: 8,599 shares; 2025Q4: 8,375 shares 8,375 $337K 0.04% -224 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: 1,739 shares; 2024Q4: 1,739 shares; 2025Q1: 1,589 shares; 2025Q2: 1,789 shares; 2025Q3: 1,789 shares; 2025Q4: 1,789 shares 1,789 $331K 0.04% 0 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,272 shares; 2024Q4: 1,272 shares; 2025Q1: 1,121 shares; 2025Q2: 1,063 shares; 2025Q3: 1,093 shares; 2025Q4: 1,093 shares 1,093 $329K 0.04% 0 Timeline VTWO 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: 5,313 shares; 2024Q4: 5,113 shares; 2025Q1: 4,613 shares; 2025Q2: 3,303 shares; 2025Q3: 3,303 shares; 2025Q4: 3,303 shares 3,303 $329K 0.04% 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: not reported; 2024Q4: 2,921 shares; 2025Q1: 2,684 shares; 2025Q2: 2,684 shares; 2025Q3: 2,684 shares; 2025Q4: 2,684 shares 2,684 $325K 0.04% 0 Timeline VIOO 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,549 shares; 2024Q4: 8,612 shares; 2025Q1: 8,098 shares; 2025Q2: 6,827 shares; 2025Q3: 4,159 shares; 2025Q4: 2,876 shares 2,876 $319K 0.04% -1,283 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,206 shares; 2024Q4: 1,921 shares; 2025Q1: 1,739 shares; 2025Q2: 1,641 shares; 2025Q3: 1,121 shares; 2025Q4: 1,104 shares 1,104 $318K 0.04% -17 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: 2,788 shares; 2024Q4: 2,788 shares; 2025Q1: 2,788 shares; 2025Q2: 2,788 shares; 2025Q3: 2,788 shares; 2025Q4: 2,788 shares 2,788 $317K 0.04% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,876 shares; 2024Q4: 2,983 shares; 2025Q1: 2,956 shares; 2025Q2: 2,457 shares; 2025Q3: 2,425 shares; 2025Q4: 2,425 shares 2,425 $313K 0.04% 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: 5,186 shares; 2024Q4: 5,186 shares; 2025Q1: 5,186 shares; 2025Q2: 5,186 shares; 2025Q3: 5,186 shares; 2025Q4: 5,186 shares 5,186 $312K 0.04% 0 Timeline CNOB CONNECTONE BANCORP INC More: the full row for CONNECTONE BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,828 shares; 2024Q4: 11,828 shares; 2025Q1: 11,828 shares; 2025Q2: 11,828 shares; 2025Q3: 11,828 shares; 2025Q4: 11,828 shares 11,828 $310K 0.04% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,529 shares; 2024Q4: 1,629 shares; 2025Q1: 2,230 shares; 2025Q2: 2,230 shares; 2025Q3: 1,374 shares; 2025Q4: 1,152 shares 1,152 $305K 0.04% -222 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,674 shares; 2025Q2: 2,674 shares; 2025Q3: 2,642 shares; 2025Q4: 2,643 shares 2,643 $298K 0.04% +1 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: 2,291 shares; 2024Q4: 2,291 shares; 2025Q1: 2,291 shares; 2025Q2: 1,302 shares; 2025Q3: 1,302 shares; 2025Q4: 1,302 shares 1,302 $289K 0.04% 0 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares 1,800 $287K 0.04% 0 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL 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: 792 shares; 2025Q4: 896 shares 896 $285K 0.04% +104 Timeline FENI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,908 shares; 2025Q4: 7,790 shares 7,790 $285K 0.04% +1,882 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 837 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 837 shares; 2025Q3: 837 shares; 2025Q4: 837 shares 837 $285K 0.04% 0 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,755 shares; 2024Q4: 9,755 shares; 2025Q1: 9,755 shares; 2025Q2: 9,755 shares; 2025Q3: 9,755 shares; 2025Q4: 11,707 shares 11,707 $282K 0.04% +1,952 Timeline FBCG 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: not reported; 2024Q4: 5,130 shares; 2025Q1: 6,430 shares; 2025Q2: 7,160 shares; 2025Q3: 4,875 shares; 2025Q4: 5,144 shares 5,144 $282K 0.04% +269 Timeline PFF 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: 13,382 shares; 2024Q4: 13,382 shares; 2025Q1: 12,632 shares; 2025Q2: 12,907 shares; 2025Q3: 9,064 shares; 2025Q4: 9,064 shares 9,064 $281K 0.04% 0 Timeline GSAT GLOBALSTAR INC More: the full row for GLOBALSTAR 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: 6,866 shares; 2025Q4: 4,586 shares 4,586 $280K 0.04% -2,280 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: 2,472 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,352 shares; 2025Q3: 2,785 shares; 2025Q4: 2,785 shares 2,785 $267K 0.03% 0 Timeline DMLP DORCHESTER MINERALS L P More: the full row for DORCHESTER MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,116 shares; 2024Q4: 16,116 shares; 2025Q1: 16,116 shares; 2025Q2: 13,794 shares; 2025Q3: 13,622 shares; 2025Q4: 11,912 shares 11,912 $266K 0.03% -1,710 Timeline INDA 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: 5,670 shares; 2024Q4: 5,670 shares; 2025Q1: 4,970 shares; 2025Q2: 4,970 shares; 2025Q3: 4,900 shares; 2025Q4: 4,900 shares 4,900 $265K 0.03% 0 Timeline IYH 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: 4,810 shares; 2024Q4: 4,685 shares; 2025Q1: 4,310 shares; 2025Q2: 4,310 shares; 2025Q3: 4,060 shares; 2025Q4: 4,060 shares 4,060 $264K 0.03% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,400 shares; 2024Q4: 7,400 shares; 2025Q1: 7,400 shares; 2025Q2: 7,400 shares; 2025Q3: 7,400 shares; 2025Q4: 7,200 shares 7,200 $261K 0.03% -200 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,003 shares; 2025Q2: 1,003 shares; 2025Q3: 1,003 shares; 2025Q4: 1,003 shares 1,003 $257K 0.03% 0 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,854 shares; 2025Q3: 1,854 shares; 2025Q4: 1,854 shares 1,854 $253K 0.03% 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: 3,870 shares 3,870 $253K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: 7,266 shares; 2025Q2: 7,266 shares; 2025Q3: 7,266 shares; 2025Q4: 7,266 shares 7,266 $252K 0.03% 0 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: 736 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 713 shares; 2025Q3: 738 shares; 2025Q4: 738 shares 738 $248K 0.03% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117 shares; 2024Q4: 118 shares; 2025Q1: 121 shares; 2025Q2: 118 shares; 2025Q3: 122 shares; 2025Q4: 122 shares 122 $246K 0.03% 0 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares 1,700 $245K 0.03% 0 Timeline VTS VITESSE ENERGY INC More: the full row for VITESSE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,319 shares; 2024Q4: 22,708 shares; 2025Q1: 23,836 shares; 2025Q2: 23,283 shares; 2025Q3: 25,255 shares; 2025Q4: 12,710 shares 12,710 $245K 0.03% -12,545 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: 696 shares; 2024Q4: 698 shares; 2025Q1: 744 shares; 2025Q2: 745 shares; 2025Q3: 804 shares; 2025Q4: 799 shares 799 $244K 0.03% -5 Timeline DBL DOUBLELINE OPPORTUNISTIC CR More: the full row for DOUBLELINE OPPORTUNISTIC CR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,647 shares; 2024Q4: 24,969 shares; 2025Q1: 24,469 shares; 2025Q2: 18,272 shares; 2025Q3: 15,781 shares; 2025Q4: 15,781 shares 15,781 $241K 0.03% 0 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,665 shares; 2025Q3: 1,716 shares; 2025Q4: 1,716 shares 1,716 $240K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 762 shares; 2025Q4: 762 shares 762 $240K 0.03% 0 Timeline EWG 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: not reported; 2024Q4: not reported; 2025Q1: 5,399 shares; 2025Q2: 5,399 shares; 2025Q3: 5,612 shares; 2025Q4: 5,612 shares 5,612 $239K 0.03% 0 Timeline GNR 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: 6,482 shares; 2024Q4: 5,975 shares; 2025Q1: 5,389 shares; 2025Q2: 4,001 shares; 2025Q3: 3,891 shares; 2025Q4: 3,765 shares 3,765 $234K 0.03% -126 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: not reported; 2025Q1: 1,794 shares; 2025Q2: 1,890 shares; 2025Q3: 1,693 shares; 2025Q4: 1,696 shares 1,696 $234K 0.03% +3 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: 800 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares 900 $233K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,631 shares; 2025Q4: 2,631 shares 2,631 $230K 0.03% 0 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK 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: 4,700 shares; 2025Q3: 4,700 shares; 2025Q4: 6,028 shares 6,028 $229K 0.03% +1,328 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: 6,239 shares; 2024Q4: 4,411 shares; 2025Q1: 4,411 shares; 2025Q2: 4,162 shares; 2025Q3: 2,827 shares; 2025Q4: 2,578 shares 2,578 $228K 0.03% -249 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: 2,388 shares; 2024Q4: 2,388 shares; 2025Q1: 1,788 shares; 2025Q2: 1,588 shares; 2025Q3: 1,383 shares; 2025Q4: 1,408 shares 1,408 $225K 0.03% +25 Timeline AYI ACUITY INC More: the full row for ACUITY 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: 625 shares; 2025Q4: 625 shares 625 $225K 0.03% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,370 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,118 shares; 2025Q4: 1,118 shares 1,118 $223K 0.03% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 827 shares; 2024Q4: 1,186 shares; 2025Q1: 1,252 shares; 2025Q2: 1,227 shares; 2025Q3: 1,017 shares; 2025Q4: 967 shares 967 $221K 0.03% -50 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: 5,475 shares; 2024Q4: 5,556 shares; 2025Q1: 5,423 shares; 2025Q2: 5,398 shares; 2025Q3: 2,711 shares; 2025Q4: 2,694 shares 2,694 $221K 0.03% -17 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 585 shares; 2025Q3: 585 shares; 2025Q4: 585 shares 585 $218K 0.03% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,401 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,405 shares 1,405 $218K 0.03% new Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 295 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 280 shares 280 $216K 0.03% new Timeline WDAY WORKDAY INC More: the full row for WORKDAY 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: 1,005 shares 1,005 $216K 0.03% new Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,466 shares; 2024Q4: 18,466 shares; 2025Q1: 18,466 shares; 2025Q2: 18,466 shares; 2025Q3: 18,466 shares; 2025Q4: 18,466 shares 18,466 $216K 0.03% 0 Timeline VONE 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: 828 shares; 2024Q4: 804 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 696 shares; 2025Q4: 696 shares 696 $215K 0.03% 0 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,200 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares 1,200 $214K 0.03% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL 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: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: not reported; 2025Q4: 2,500 shares 2,500 $214K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,281 shares 2,281 $210K 0.03% new Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,660 shares; 2024Q4: 3,600 shares; 2025Q1: 3,100 shares; 2025Q2: 3,100 shares; 2025Q3: 3,100 shares; 2025Q4: 3,100 shares 3,100 $207K 0.03% 0 Timeline MCHI 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: 3,229 shares; 2025Q4: 3,397 shares 3,397 $204K 0.03% +168 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,606 shares; 2025Q4: 1,533 shares 1,533 $201K 0.03% -73 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,198 shares; 2024Q4: not reported; 2025Q1: 14,394 shares; 2025Q2: 14,394 shares; 2025Q3: 14,394 shares; 2025Q4: 14,394 shares 14,394 $190K 0.02% 0 Timeline PGF 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: 22,000 shares; 2024Q4: 18,000 shares; 2025Q1: 14,300 shares; 2025Q2: 11,800 shares; 2025Q3: 11,800 shares; 2025Q4: 11,800 shares 11,800 $167K 0.02% 0 Timeline LCTX LINEAGE CELL THERAPEUTICS IN More: the full row for LINEAGE CELL THERAPEUTICS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,177 shares; 2024Q4: 55,177 shares; 2025Q1: 55,177 shares; 2025Q2: 55,177 shares; 2025Q3: 55,177 shares; 2025Q4: 55,177 shares 55,177 $92.1K 0.01% 0 Timeline MHF WESTERN ASSET MUN HIGH INCOM More: the full row for WESTERN ASSET MUN HIGH INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,600 shares; 2024Q4: 12,600 shares; 2025Q1: 12,600 shares; 2025Q2: 12,600 shares; 2025Q3: 12,600 shares; 2025Q4: 12,600 shares 12,600 $86.7K 0.01% 0 Timeline GERN GERON CORP More: the full row for GERON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $13.2K <0.01% new Timeline