RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 359,846 shares; 2024Q4: 358,259 shares; 2025Q1: 358,586 shares; 2025Q2: 273,981 shares; 2025Q3: 276,709 shares 276,709 $52.5M 8.43% +2,728 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,802 shares; 2024Q4: 165,168 shares; 2025Q1: 172,943 shares; 2025Q2: 168,078 shares; 2025Q3: 172,055 shares 172,055 $48.5M 7.79% +3,977 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,345 shares; 2024Q4: 59,167 shares; 2025Q1: 60,808 shares; 2025Q2: 59,912 shares; 2025Q3: 61,669 shares 61,669 $37M 5.94% +1,757 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,053,385 shares; 2024Q4: 1,038,460 shares; 2025Q1: 1,010,460 shares; 2025Q2: 716,046 shares; 2025Q3: 706,436 shares 706,436 $31.9M 5.13% -9,610 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,164,155 shares; 2024Q4: 1,161,036 shares; 2025Q1: 1,133,291 shares; 2025Q2: 1,041,019 shares; 2025Q3: 1,041,914 shares 1,041,914 $31.6M 5.07% +895 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,732 shares; 2024Q4: 141,581 shares; 2025Q1: 149,775 shares; 2025Q2: 153,118 shares; 2025Q3: 160,412 shares 160,412 $31.2M 5.01% +7,294 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,381 shares; 2024Q4: 91,194 shares; 2025Q1: 90,891 shares; 2025Q2: 90,808 shares; 2025Q3: 90,936 shares 90,936 $23.2M 3.72% +128 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,846 shares; 2024Q4: 44,805 shares; 2025Q1: 45,467 shares; 2025Q2: 29,579 shares; 2025Q3: 29,979 shares 29,979 $17.9M 2.87% +400 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,616 shares; 2024Q4: 132,325 shares; 2025Q1: 133,986 shares; 2025Q2: 127,905 shares; 2025Q3: 126,994 shares 126,994 $17.7M 2.84% -911 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,767 shares; 2024Q4: 190,294 shares; 2025Q1: 190,019 shares; 2025Q2: 122,839 shares; 2025Q3: 121,954 shares 121,954 $17.2M 2.76% -885 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,020 shares; 2024Q4: 55,190 shares; 2025Q1: 57,016 shares; 2025Q2: 57,184 shares; 2025Q3: 58,548 shares 58,548 $14M 2.25% +1,364 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,631 shares; 2024Q4: 199,756 shares; 2025Q1: 202,030 shares; 2025Q2: 183,805 shares; 2025Q3: 183,050 shares 183,050 $12.5M 2% -755 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,721 shares; 2024Q4: 116,666 shares; 2025Q1: 126,342 shares; 2025Q2: 130,064 shares; 2025Q3: 138,724 shares 138,724 $12.4M 2% +8,660 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 384,122 shares; 2024Q4: 383,914 shares; 2025Q1: 383,640 shares; 2025Q2: 235,585 shares; 2025Q3: 235,785 shares 235,785 $12.2M 1.95% +200 Timeline XLG 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,585 shares; 2024Q4: 88,179 shares; 2025Q1: 135,266 shares; 2025Q2: 151,238 shares; 2025Q3: 188,268 shares 188,268 $10.8M 1.74% +37,030 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,385 shares; 2024Q4: 150,402 shares; 2025Q1: 133,114 shares; 2025Q2: 85,364 shares; 2025Q3: 76,504 shares 76,504 $9.37M 1.5% -8,860 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,338 shares; 2024Q4: 351,734 shares; 2025Q1: 343,446 shares; 2025Q2: 334,226 shares; 2025Q3: 323,939 shares 323,939 $8.84M 1.42% -10,287 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,128 shares; 2024Q4: 101,428 shares; 2025Q1: 99,601 shares; 2025Q2: 61,066 shares; 2025Q3: 59,611 shares 59,611 $8.35M 1.34% -1,455 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,892 shares; 2024Q4: 48,499 shares; 2025Q1: 50,998 shares; 2025Q2: 50,581 shares; 2025Q3: 53,034 shares 53,034 $8.18M 1.31% +2,453 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290,936 shares; 2024Q4: 302,333 shares; 2025Q1: 323,014 shares; 2025Q2: 312,199 shares; 2025Q3: 308,977 shares 308,977 $7.91M 1.27% -3,222 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,114 shares; 2024Q4: 118,783 shares; 2025Q1: 121,475 shares; 2025Q2: 63,646 shares; 2025Q3: 64,662 shares 64,662 $7.68M 1.23% +1,016 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,489 shares; 2024Q4: 13,778 shares; 2025Q1: 13,753 shares; 2025Q2: 8,218 shares; 2025Q3: 8,193 shares 8,193 $7.65M 1.23% -25 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,797 shares; 2024Q4: 30,474 shares; 2025Q1: 30,748 shares; 2025Q2: 30,723 shares; 2025Q3: 30,983 shares 30,983 $7.53M 1.21% +260 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,586 shares; 2024Q4: 14,299 shares; 2025Q1: 14,294 shares; 2025Q2: 14,287 shares; 2025Q3: 14,317 shares 14,317 $7.2M 1.16% +30 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,377 shares; 2024Q4: 28,897 shares; 2025Q1: 28,892 shares; 2025Q2: 28,884 shares; 2025Q3: 28,873 shares 28,873 $7.03M 1.13% -11 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,289 shares; 2024Q4: 42,618 shares; 2025Q1: 44,644 shares; 2025Q2: 41,319 shares; 2025Q3: 41,714 shares 41,714 $5.94M 0.95% +395 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,385 shares; 2024Q4: 129,415 shares; 2025Q1: 125,510 shares; 2025Q2: 116,510 shares; 2025Q3: 111,840 shares 111,840 $5.93M 0.95% -4,670 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,883 shares; 2024Q4: 91,131 shares; 2025Q1: 92,140 shares; 2025Q2: 93,038 shares; 2025Q3: 98,708 shares 98,708 $5.34M 0.86% +5,670 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,023 shares; 2024Q4: 40,338 shares; 2025Q1: 38,593 shares; 2025Q2: 38,008 shares; 2025Q3: 37,473 shares 37,473 $5.16M 0.83% -535 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,049 shares; 2024Q4: 96,734 shares; 2025Q1: 98,499 shares; 2025Q2: 88,384 shares; 2025Q3: 88,384 shares 88,384 $4.76M 0.76% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,713 shares; 2024Q4: 17,358 shares; 2025Q1: 26,904 shares; 2025Q2: 30,823 shares; 2025Q3: 39,963 shares 39,963 $4.73M 0.76% +9,140 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,270 shares; 2024Q4: 23,329 shares; 2025Q1: 24,279 shares; 2025Q2: 25,104 shares; 2025Q3: 25,254 shares 25,254 $4.71M 0.76% +150 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,050 shares; 2024Q4: 48,707 shares; 2025Q1: 48,707 shares; 2025Q2: 42,476 shares; 2025Q3: 38,396 shares 38,396 $4.33M 0.7% -4,080 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,417 shares; 2024Q4: 7,452 shares; 2025Q1: 7,818 shares; 2025Q2: 7,818 shares; 2025Q3: 7,883 shares 7,883 $4.08M 0.66% +65 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,920 shares; 2024Q4: 5,790 shares; 2025Q1: 5,910 shares; 2025Q2: 6,004 shares; 2025Q3: 5,950 shares 5,950 $3.96M 0.64% -54 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,295 shares; 2024Q4: 15,515 shares; 2025Q1: 16,031 shares; 2025Q2: 16,181 shares; 2025Q3: 16,331 shares 16,331 $3.59M 0.58% +150 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,327 shares; 2024Q4: 19,113 shares; 2025Q1: 18,982 shares; 2025Q2: 18,943 shares; 2025Q3: 19,003 shares 19,003 $3.52M 0.57% +60 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,260 shares; 2024Q4: 8,012 shares; 2025Q1: 8,005 shares; 2025Q2: 7,988 shares; 2025Q3: 7,978 shares 7,978 $2.95M 0.47% -10 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,898 shares; 2024Q4: 18,483 shares; 2025Q1: 18,469 shares; 2025Q2: 18,363 shares; 2025Q3: 18,123 shares 18,123 $2.94M 0.47% -240 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,187 shares; 2024Q4: 92,812 shares; 2025Q1: 97,185 shares; 2025Q2: 50,485 shares; 2025Q3: 48,198 shares 48,198 $2.89M 0.46% -2,287 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,787 shares; 2024Q4: 37,739 shares; 2025Q1: 37,714 shares; 2025Q2: 37,674 shares; 2025Q3: 34,409 shares 34,409 $2.88M 0.46% -3,265 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,910 shares; 2024Q4: 21,865 shares; 2025Q1: 21,845 shares; 2025Q2: 21,808 shares; 2025Q3: 21,798 shares 21,798 $2.86M 0.46% -10 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,481 shares; 2024Q4: 30,783 shares; 2025Q1: 27,337 shares; 2025Q2: 27,317 shares; 2025Q3: 27,442 shares 27,442 $2.83M 0.45% +125 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,846 shares; 2024Q4: 13,680 shares; 2025Q1: 13,870 shares; 2025Q2: 13,870 shares; 2025Q3: 13,870 shares 13,870 $2.82M 0.45% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,243 shares; 2024Q4: 25,216 shares; 2025Q1: 25,200 shares; 2025Q2: 25,161 shares; 2025Q3: 25,286 shares 25,286 $2.78M 0.45% +125 Timeline AZZ AZZ INC More: the full row for AZZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,854 shares; 2024Q4: 24,854 shares; 2025Q1: 24,854 shares; 2025Q2: 24,854 shares; 2025Q3: 24,854 shares 24,854 $2.71M 0.44% 0 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,369 shares; 2024Q4: 20,127 shares; 2025Q1: 20,110 shares; 2025Q2: 20,015 shares; 2025Q3: 20,015 shares 20,015 $2.59M 0.42% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,190 shares; 2025Q1: 2,189 shares; 2025Q2: 2,187 shares; 2025Q3: 2,195 shares 2,195 $2.56M 0.41% +8 Timeline VCTR VICTORY CAP HLDGS INC DEL More: the full row for VICTORY CAP HLDGS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,129 shares; 2024Q4: 51,154 shares; 2025Q1: 50,372 shares; 2025Q2: 34,059 shares; 2025Q3: 39,513 shares 39,513 $2.56M 0.41% +5,454 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,256 shares; 2024Q4: 23,431 shares; 2025Q1: 26,626 shares; 2025Q2: 23,946 shares; 2025Q3: 25,381 shares 25,381 $2.54M 0.41% +1,435 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,200 shares; 2024Q4: 20,200 shares; 2025Q1: 20,200 shares; 2025Q2: 20,200 shares; 2025Q3: 20,200 shares 20,200 $2.44M 0.39% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,516 shares; 2024Q4: 18,506 shares; 2025Q1: 18,496 shares; 2025Q2: 18,478 shares; 2025Q3: 18,553 shares 18,553 $2.35M 0.38% +75 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,653 shares; 2024Q4: 16,578 shares; 2025Q1: 16,562 shares; 2025Q2: 16,496 shares; 2025Q3: 16,561 shares 16,561 $2.22M 0.36% +65 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,255 shares; 2024Q4: 28,295 shares; 2025Q1: 28,032 shares; 2025Q2: 27,882 shares; 2025Q3: 25,257 shares 25,257 $1.98M 0.32% -2,625 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,375 shares; 2025Q1: 15,679 shares; 2025Q2: 15,676 shares; 2025Q3: 15,676 shares 15,676 $1.94M 0.31% 0 Timeline NWS NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,038 shares; 2024Q4: 51,946 shares; 2025Q1: 51,911 shares; 2025Q2: 51,879 shares; 2025Q3: 52,179 shares 52,179 $1.8M 0.29% +300 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,056 shares; 2024Q4: 3,050 shares; 2025Q1: 3,120 shares; 2025Q2: 3,120 shares; 2025Q3: 3,150 shares 3,150 $1.79M 0.29% +30 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,174 shares; 2024Q4: 9,163 shares; 2025Q1: 9,163 shares; 2025Q2: 9,158 shares; 2025Q3: 9,208 shares 9,208 $1.61M 0.26% +50 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,605 shares; 2024Q4: 18,605 shares; 2025Q1: 18,460 shares; 2025Q2: 7,510 shares; 2025Q3: 7,510 shares 7,510 $1.57M 0.25% 0 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,715 shares; 2024Q4: 55,715 shares; 2025Q1: 55,715 shares; 2025Q2: 42,065 shares; 2025Q3: 41,165 shares 41,165 $1.55M 0.25% -900 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,675 shares; 2024Q4: 5,669 shares; 2025Q1: 5,364 shares; 2025Q2: 5,364 shares; 2025Q3: 5,364 shares 5,364 $1.51M 0.24% 0 Timeline HHH HOWARD HUGHES HOLDINGS INC More: the full row for HOWARD HUGHES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,978 shares; 2024Q4: 21,944 shares; 2025Q1: 21,108 shares; 2025Q2: 18,550 shares; 2025Q3: 18,240 shares 18,240 $1.5M 0.24% -310 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,345 shares; 2024Q4: 9,875 shares; 2025Q1: 12,040 shares; 2025Q2: 10,320 shares; 2025Q3: 10,435 shares 10,435 $1.49M 0.24% +115 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,569 shares; 2024Q4: 3,563 shares; 2025Q1: 3,628 shares; 2025Q2: 3,628 shares; 2025Q3: 3,653 shares 3,653 $1.48M 0.24% +25 Timeline SPHQ 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,810 shares; 2024Q4: 18,810 shares; 2025Q1: 22,100 shares; 2025Q2: 18,780 shares; 2025Q3: 20,180 shares 20,180 $1.48M 0.24% +1,400 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,888 shares; 2024Q4: 2,930 shares; 2025Q1: 2,940 shares; 2025Q2: 2,940 shares; 2025Q3: 2,960 shares 2,960 $1.44M 0.23% +20 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,838 shares; 2024Q4: 45,438 shares; 2025Q1: 41,112 shares; 2025Q2: 26,642 shares; 2025Q3: 26,442 shares 26,442 $1.43M 0.23% -200 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,971 shares; 2024Q4: 3,971 shares; 2025Q1: 4,156 shares; 2025Q2: 4,156 shares; 2025Q3: 4,191 shares 4,191 $1.43M 0.23% +35 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,529 shares; 2024Q4: 30,529 shares; 2025Q1: 30,529 shares; 2025Q2: 20,279 shares; 2025Q3: 20,419 shares 20,419 $1.4M 0.22% +140 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,077 shares; 2024Q4: 27,077 shares; 2025Q1: 27,477 shares; 2025Q2: 21,517 shares; 2025Q3: 21,667 shares 21,667 $1.37M 0.22% +150 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,726 shares; 2024Q4: 14,914 shares; 2025Q1: 15,042 shares; 2025Q2: 15,024 shares; 2025Q3: 14,829 shares 14,829 $1.33M 0.21% -195 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,045 shares; 2024Q4: 1,665 shares; 2025Q1: 1,690 shares; 2025Q2: 1,690 shares; 2025Q3: 1,710 shares 1,710 $1.3M 0.21% +20 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,325 shares; 2024Q4: 6,467 shares; 2025Q1: 6,732 shares; 2025Q2: 6,731 shares; 2025Q3: 6,756 shares 6,756 $1.28M 0.21% +25 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,261 shares; 2024Q4: 4,255 shares; 2025Q1: 3,990 shares; 2025Q2: 4,190 shares; 2025Q3: 4,190 shares 4,190 $1.28M 0.21% 0 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,835 shares; 2024Q4: 21,249 shares; 2025Q1: 20,199 shares; 2025Q2: 19,899 shares; 2025Q3: 19,899 shares 19,899 $1.2M 0.19% 0 Timeline RPV 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,132 shares; 2024Q4: 15,775 shares; 2025Q1: 15,302 shares; 2025Q2: 13,507 shares; 2025Q3: 11,922 shares 11,922 $1.18M 0.19% -1,585 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,231 shares; 2024Q4: 9,891 shares; 2025Q1: 10,133 shares; 2025Q2: 10,131 shares; 2025Q3: 10,236 shares 10,236 $1.17M 0.19% +105 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,103 shares; 2024Q4: 23,943 shares; 2025Q1: 21,568 shares; 2025Q2: 21,385 shares; 2025Q3: 21,385 shares 21,385 $1.13M 0.18% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,974 shares; 2024Q4: 3,866 shares; 2025Q1: 3,864 shares; 2025Q2: 3,864 shares; 2025Q3: 3,864 shares 3,864 $1.09M 0.18% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,631 shares; 2024Q4: 4,623 shares; 2025Q1: 4,621 shares; 2025Q2: 4,375 shares; 2025Q3: 4,416 shares 4,416 $1.09M 0.17% +41 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,361 shares; 2024Q4: 6,396 shares; 2025Q1: 6,388 shares; 2025Q2: 6,387 shares; 2025Q3: 6,417 shares 6,417 $1.07M 0.17% +30 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,595 shares; 2024Q4: 14,595 shares; 2025Q1: 15,245 shares; 2025Q2: 15,230 shares; 2025Q3: 15,355 shares 15,355 $1.05M 0.17% +125 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,668 shares; 2024Q4: 39,763 shares; 2025Q1: 39,436 shares; 2025Q2: 39,954 shares; 2025Q3: 39,054 shares 39,054 $995K 0.16% -900 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,665 shares; 2024Q4: 32,665 shares; 2025Q1: 32,665 shares; 2025Q2: 22,015 shares; 2025Q3: 22,015 shares 22,015 $895K 0.14% 0 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,612 shares; 2024Q4: 2,612 shares; 2025Q1: 2,712 shares; 2025Q2: 2,712 shares; 2025Q3: 2,742 shares 2,742 $865K 0.14% +30 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,363 shares; 2024Q4: 9,963 shares; 2025Q1: 9,963 shares; 2025Q2: 9,963 shares; 2025Q3: 9,813 shares 9,813 $856K 0.14% -150 Timeline AIVL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,730 shares; 2024Q4: 21,830 shares; 2025Q1: 18,030 shares; 2025Q2: 7,300 shares; 2025Q3: 7,300 shares 7,300 $834K 0.13% 0 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,103 shares; 2024Q4: 44,103 shares; 2025Q1: 44,103 shares; 2025Q2: 16,903 shares; 2025Q3: 15,903 shares 15,903 $832K 0.13% -1,000 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,200 shares; 2024Q4: 10,200 shares; 2025Q1: 10,200 shares; 2025Q2: 10,200 shares; 2025Q3: 10,200 shares 10,200 $815K 0.13% 0 Timeline JOE ST JOE CO More: the full row for ST JOE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,930 shares; 2024Q4: 23,930 shares; 2025Q1: 23,930 shares; 2025Q2: 15,965 shares; 2025Q3: 15,965 shares 15,965 $790K 0.13% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,400 shares; 2025Q1: 5,400 shares; 2025Q2: 5,400 shares; 2025Q3: 5,400 shares 5,400 $787K 0.13% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,002 shares; 2024Q4: 8,002 shares; 2025Q1: 8,002 shares; 2025Q2: 16,004 shares; 2025Q3: 16,004 shares 16,004 $785K 0.13% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,635 shares; 2024Q4: 40,635 shares; 2025Q1: 40,760 shares; 2025Q2: 29,510 shares; 2025Q3: 29,960 shares 29,960 $776K 0.12% +450 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,556 shares; 2024Q4: 2,551 shares; 2025Q1: 2,551 shares; 2025Q2: 2,551 shares; 2025Q3: 2,591 shares 2,591 $770K 0.12% +40 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,590 shares; 2025Q1: 1,588 shares; 2025Q2: 1,588 shares; 2025Q3: 1,588 shares 1,588 $726K 0.12% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,453 shares; 2024Q4: 4,696 shares; 2025Q1: 4,826 shares; 2025Q2: 4,826 shares; 2025Q3: 4,876 shares 4,876 $713K 0.11% +50 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,315 shares; 2024Q4: 2,088 shares; 2025Q1: 2,088 shares; 2025Q2: 2,088 shares; 2025Q3: 2,088 shares 2,088 $685K 0.11% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,369 shares; 2024Q4: 9,369 shares; 2025Q1: 9,369 shares; 2025Q2: 5,914 shares; 2025Q3: 5,914 shares 5,914 $677K 0.11% 0 Timeline ALEX ALEXANDER & BALDWIN INC More: the full row for ALEXANDER & BALDWIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,085 shares; 2024Q4: 49,985 shares; 2025Q1: 52,885 shares; 2025Q2: 37,650 shares; 2025Q3: 36,775 shares 36,775 $669K 0.11% -875 Timeline PCH POTLATCHDELTIC CORP More: the full row for POTLATCHDELTIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,979 shares; 2024Q4: 21,979 shares; 2025Q1: 21,979 shares; 2025Q2: 16,071 shares; 2025Q3: 16,071 shares 16,071 $655K 0.11% 0 Timeline FEZ 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,784 shares; 2024Q4: 15,959 shares; 2025Q1: 16,499 shares; 2025Q2: 10,499 shares; 2025Q3: 10,499 shares 10,499 $652K 0.1% 0 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,420 shares; 2024Q4: 21,420 shares; 2025Q1: 21,420 shares; 2025Q2: 15,510 shares; 2025Q3: 15,510 shares 15,510 $626K 0.1% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,664 shares; 2024Q4: 8,650 shares; 2025Q1: 8,650 shares; 2025Q2: 5,545 shares; 2025Q3: 5,545 shares 5,545 $622K 0.1% 0 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,380 shares; 2024Q4: 14,135 shares; 2025Q1: 8,700 shares; 2025Q2: 8,700 shares; 2025Q3: 6,100 shares 6,100 $598K 0.1% -2,600 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 637 shares; 2024Q4: 637 shares; 2025Q1: 637 shares; 2025Q2: 637 shares; 2025Q3: 637 shares 637 $590K 0.09% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,535 shares; 2024Q4: 1,535 shares; 2025Q1: 1,535 shares; 2025Q2: 1,535 shares; 2025Q3: 1,535 shares 1,535 $561K 0.09% 0 Timeline CRGY CRESCENT ENERGY COMPANY More: the full row for CRESCENT ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,735 shares; 2024Q4: 71,735 shares; 2025Q1: 71,715 shares; 2025Q2: 47,915 shares; 2025Q3: 58,915 shares 58,915 $526K 0.08% +11,000 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,070 shares; 2024Q4: 31,070 shares; 2025Q1: 31,020 shares; 2025Q2: 21,105 shares; 2025Q3: 21,105 shares 21,105 $523K 0.08% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,370 shares; 2024Q4: 5,550 shares; 2025Q1: 5,865 shares; 2025Q2: 5,865 shares; 2025Q3: 5,969 shares 5,969 $505K 0.08% +104 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 428 shares; 2024Q4: 455 shares; 2025Q1: 425 shares; 2025Q2: 820 shares; 2025Q3: 820 shares 820 $500K 0.08% 0 Timeline SPHD 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,000 shares; 2024Q4: 13,000 shares; 2025Q1: 13,000 shares; 2025Q2: 10,300 shares; 2025Q3: 9,800 shares 9,800 $485K 0.08% -500 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,065 shares; 2024Q4: 5,330 shares; 2025Q1: 5,400 shares; 2025Q2: 3,782 shares; 2025Q3: 3,664 shares 3,664 $484K 0.08% -118 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,800 shares; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares; 2025Q2: 4,800 shares; 2025Q3: 4,800 shares 4,800 $473K 0.08% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,369 shares; 2024Q4: 1,515 shares; 2025Q1: 1,365 shares; 2025Q2: 1,365 shares; 2025Q3: 1,365 shares 1,365 $471K 0.08% 0 Timeline SFNC SIMMONS FIRST NATL CORP More: the full row for SIMMONS FIRST NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,541 shares; 2024Q4: 26,977 shares; 2025Q1: 25,977 shares; 2025Q2: 25,977 shares; 2025Q3: 24,327 shares 24,327 $466K 0.07% -1,650 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,070 shares; 2024Q4: 6,070 shares; 2025Q1: 6,070 shares; 2025Q2: 6,070 shares; 2025Q3: 6,180 shares 6,180 $460K 0.07% +110 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 635 shares; 2024Q4: 635 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares 700 $441K 0.07% 0 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,450 shares; 2024Q4: 1,450 shares; 2025Q1: 2,713 shares; 2025Q2: 2,712 shares; 2025Q3: 2,712 shares 2,712 $440K 0.07% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,275 shares; 2024Q4: 1,198 shares; 2025Q1: 1,198 shares; 2025Q2: 1,198 shares; 2025Q3: 1,198 shares 1,198 $423K 0.07% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,322 shares; 2024Q4: 9,922 shares; 2025Q1: 9,295 shares; 2025Q2: 2,965 shares; 2025Q3: 2,915 shares 2,915 $421K 0.07% -50 Timeline SLG SL GREEN RLTY CORP More: the full row for SL GREEN RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,540 shares; 2024Q4: 11,540 shares; 2025Q1: 11,540 shares; 2025Q2: 7,751 shares; 2025Q3: 6,976 shares 6,976 $417K 0.07% -775 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,125 shares; 2024Q4: 1,125 shares; 2025Q1: 1,125 shares; 2025Q2: 1,125 shares; 2025Q3: 1,125 shares 1,125 $390K 0.06% 0 Timeline ALCO ALICO INC More: the full row for ALICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,360 shares; 2024Q4: 8,360 shares; 2025Q1: 16,695 shares; 2025Q2: 10,850 shares; 2025Q3: 10,850 shares 10,850 $376K 0.06% 0 Timeline SPHR SPHERE ENTERTAINMENT CO More: the full row for SPHERE ENTERTAINMENT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,025 shares; 2024Q4: 9,025 shares; 2025Q1: 9,025 shares; 2025Q2: 6,015 shares; 2025Q3: 6,015 shares 6,015 $374K 0.06% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 770 shares; 2024Q4: 770 shares; 2025Q1: 770 shares; 2025Q2: 770 shares; 2025Q3: 770 shares 770 $367K 0.06% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,740 shares; 2024Q4: 3,740 shares; 2025Q1: 3,740 shares; 2025Q2: 3,740 shares; 2025Q3: 3,740 shares 3,740 $359K 0.06% 0 Timeline PPLI PEOPLE INC More: the full row for PEOPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,160 shares; 2024Q4: 9,730 shares; 2025Q1: 9,730 shares; 2025Q2: 9,980 shares; 2025Q3: 10,215 shares 10,215 $348K 0.06% +235 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares 80 $343K 0.06% 0 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,480 shares; 2024Q4: 7,480 shares; 2025Q1: 7,480 shares; 2025Q2: 7,480 shares; 2025Q3: 7,480 shares 7,480 $334K 0.05% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares 1,100 $334K 0.05% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,510 shares; 2024Q4: 4,110 shares; 2025Q1: 4,140 shares; 2025Q2: 4,215 shares; 2025Q3: 4,215 shares 4,215 $333K 0.05% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,312 shares; 2024Q4: 1,312 shares; 2025Q1: 1,312 shares; 2025Q2: 1,312 shares; 2025Q3: 1,352 shares 1,352 $320K 0.05% +40 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,744 shares; 2024Q4: 1,735 shares; 2025Q1: 1,735 shares; 2025Q2: 1,735 shares; 2025Q3: 1,735 shares 1,735 $319K 0.05% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,325 shares; 2024Q4: 3,325 shares; 2025Q1: 3,325 shares; 2025Q2: 3,325 shares; 2025Q3: 3,325 shares 3,325 $310K 0.05% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,582 shares; 2024Q4: 4,582 shares; 2025Q1: 4,582 shares; 2025Q2: 4,582 shares; 2025Q3: 4,582 shares 4,582 $304K 0.05% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,084 shares; 2024Q4: 3,084 shares; 2025Q1: 3,084 shares; 2025Q2: 3,084 shares; 2025Q3: 3,084 shares 3,084 $298K 0.05% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,320 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares 1,200 $278K 0.04% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 835 shares 835 $275K 0.04% new Timeline MSGE MADISON SQUARE GARDEN ENTMT More: the full row for MADISON SQUARE GARDEN ENTMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,040 shares; 2024Q4: 9,040 shares; 2025Q1: 9,040 shares; 2025Q2: 6,040 shares; 2025Q3: 6,040 shares 6,040 $273K 0.04% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,520 shares; 2024Q4: 2,520 shares; 2025Q1: 2,520 shares; 2025Q2: 1,870 shares; 2025Q3: 1,870 shares 1,870 $265K 0.04% 0 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,050 shares; 2024Q4: 1,050 shares; 2025Q1: 1,050 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares 1,050 $264K 0.04% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,706 shares; 2024Q4: 7,706 shares; 2025Q1: 7,706 shares; 2025Q2: 1,516 shares; 2025Q3: 1,516 shares 1,516 $235K 0.04% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,305 shares; 2024Q4: 5,305 shares; 2025Q1: 5,305 shares; 2025Q2: 5,305 shares; 2025Q3: 5,305 shares 5,305 $233K 0.04% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 141 shares; 2025Q2: not reported; 2025Q3: 2,115 shares 2,115 $228K 0.04% new Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,275 shares; 2024Q4: 16,275 shares; 2025Q1: 6,531 shares; 2025Q2: 5,331 shares; 2025Q3: 3,828 shares 3,828 $210K 0.03% -1,503 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,168 shares; 2024Q4: 5,150 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 2,500 shares 2,500 $210K 0.03% -700 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,425 shares; 2024Q4: 1,425 shares; 2025Q1: 1,425 shares; 2025Q2: not reported; 2025Q3: 1,425 shares 1,425 $200K 0.03% new Timeline