RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 359,846 shares; 2024Q4: 358,259 shares; 2025Q1: 358,586 shares; 2025Q2: 273,981 shares; 2025Q3: 276,709 shares; 2025Q4: 352,732 shares; 2026Q1: 351,463 shares 351,463 $67.5M 9.09% -1,269 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165,802 shares; 2024Q4: 165,168 shares; 2025Q1: 172,943 shares; 2025Q2: 168,078 shares; 2025Q3: 172,055 shares; 2025Q4: 366,802 shares; 2026Q1: 366,160 shares 366,160 $48.7M 6.56% -642 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; 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; 2025Q4: 939,828 shares; 2026Q1: 932,117 shares 932,117 $44.3M 5.97% -7,711 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; 2024Q2: restricted; 2024Q3: 59,345 shares; 2024Q4: 59,167 shares; 2025Q1: 60,808 shares; 2025Q2: 59,912 shares; 2025Q3: 61,669 shares; 2025Q4: 64,298 shares; 2026Q1: 63,883 shares 63,883 $36.9M 4.97% -415 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; 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; 2025Q4: 1,126,296 shares; 2026Q1: 1,171,796 shares 1,171,796 $35.2M 4.75% +45,500 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,732 shares; 2024Q4: 141,581 shares; 2025Q1: 149,775 shares; 2025Q2: 153,118 shares; 2025Q3: 160,412 shares; 2025Q4: 169,104 shares; 2026Q1: 168,251 shares 168,251 $32.3M 4.35% -853 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,846 shares; 2024Q4: 44,805 shares; 2025Q1: 45,467 shares; 2025Q2: 29,579 shares; 2025Q3: 29,979 shares; 2025Q4: 44,400 shares; 2026Q1: 44,301 shares 44,301 $27.3M 3.68% -99 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; 2024Q2: restricted; 2024Q3: 192,767 shares; 2024Q4: 190,294 shares; 2025Q1: 190,019 shares; 2025Q2: 122,839 shares; 2025Q3: 121,954 shares; 2025Q4: 183,920 shares; 2026Q1: 182,505 shares 182,505 $27M 3.64% -1,415 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,381 shares; 2024Q4: 91,194 shares; 2025Q1: 90,891 shares; 2025Q2: 90,808 shares; 2025Q3: 90,936 shares; 2025Q4: 90,312 shares; 2026Q1: 87,732 shares 87,732 $22.3M 3% -2,580 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,616 shares; 2024Q4: 132,325 shares; 2025Q1: 133,986 shares; 2025Q2: 127,905 shares; 2025Q3: 126,994 shares; 2025Q4: 134,247 shares; 2026Q1: 132,987 shares 132,987 $19.5M 2.63% -1,260 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,489 shares; 2024Q4: 13,778 shares; 2025Q1: 13,753 shares; 2025Q2: 8,218 shares; 2025Q3: 8,193 shares; 2025Q4: 39,534 shares; 2026Q1: 39,309 shares 39,309 $18.7M 2.51% -225 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 384,122 shares; 2024Q4: 383,914 shares; 2025Q1: 383,640 shares; 2025Q2: 235,585 shares; 2025Q3: 235,785 shares; 2025Q4: 324,107 shares; 2026Q1: 323,165 shares 323,165 $15.8M 2.12% -942 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,114 shares; 2024Q4: 118,783 shares; 2025Q1: 121,475 shares; 2025Q2: 63,646 shares; 2025Q3: 64,662 shares; 2025Q4: 114,446 shares; 2026Q1: 113,198 shares 113,198 $14.1M 1.9% -1,248 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; 2024Q2: restricted; 2024Q3: 46,585 shares; 2024Q4: 88,179 shares; 2025Q1: 135,266 shares; 2025Q2: 151,238 shares; 2025Q3: 188,268 shares; 2025Q4: 252,643 shares; 2026Q1: 253,123 shares 253,123 $13.8M 1.86% +480 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 196,631 shares; 2024Q4: 199,756 shares; 2025Q1: 202,030 shares; 2025Q2: 183,805 shares; 2025Q3: 183,050 shares; 2025Q4: 196,977 shares; 2026Q1: 193,697 shares 193,697 $13.6M 1.83% -3,280 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,020 shares; 2024Q4: 55,190 shares; 2025Q1: 57,016 shares; 2025Q2: 57,184 shares; 2025Q3: 58,548 shares; 2025Q4: 121,006 shares; 2026Q1: 121,581 shares 121,581 $13.2M 1.79% +575 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,721 shares; 2024Q4: 116,666 shares; 2025Q1: 126,342 shares; 2025Q2: 130,064 shares; 2025Q3: 138,724 shares; 2025Q4: 148,034 shares; 2026Q1: 147,679 shares 147,679 $12.2M 1.65% -355 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153,385 shares; 2024Q4: 150,402 shares; 2025Q1: 133,114 shares; 2025Q2: 85,364 shares; 2025Q3: 76,504 shares; 2025Q4: 99,239 shares; 2026Q1: 89,919 shares 89,919 $12.2M 1.64% -9,320 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; 2024Q2: restricted; 2024Q3: 103,128 shares; 2024Q4: 101,428 shares; 2025Q1: 99,601 shares; 2025Q2: 61,066 shares; 2025Q3: 59,611 shares; 2025Q4: 86,864 shares; 2026Q1: 82,189 shares 82,189 $12M 1.62% -4,675 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; 2024Q2: restricted; 2024Q3: 47,892 shares; 2024Q4: 48,499 shares; 2025Q1: 50,998 shares; 2025Q2: 50,581 shares; 2025Q3: 53,034 shares; 2025Q4: 56,494 shares; 2026Q1: 56,576 shares 56,576 $9.15M 1.23% +82 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,797 shares; 2024Q4: 30,474 shares; 2025Q1: 30,748 shares; 2025Q2: 30,723 shares; 2025Q3: 30,983 shares; 2025Q4: 31,058 shares; 2026Q1: 30,692 shares 30,692 $8.83M 1.19% -366 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,338 shares; 2024Q4: 351,734 shares; 2025Q1: 343,446 shares; 2025Q2: 334,226 shares; 2025Q3: 323,939 shares; 2025Q4: 285,269 shares; 2026Q1: 275,129 shares 275,129 $8.44M 1.14% -10,140 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,270 shares; 2024Q4: 23,329 shares; 2025Q1: 24,279 shares; 2025Q2: 25,104 shares; 2025Q3: 25,254 shares; 2025Q4: 27,514 shares; 2026Q1: 47,009 shares 47,009 $8.2M 1.1% +19,495 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; 2024Q2: restricted; 2024Q3: 290,936 shares; 2024Q4: 302,333 shares; 2025Q1: 323,014 shares; 2025Q2: 312,199 shares; 2025Q3: 308,977 shares; 2025Q4: 328,027 shares; 2026Q1: 325,377 shares 325,377 $8.13M 1.1% -2,650 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,377 shares; 2024Q4: 28,897 shares; 2025Q1: 28,892 shares; 2025Q2: 28,884 shares; 2025Q3: 28,873 shares; 2025Q4: 28,003 shares; 2026Q1: 27,303 shares 27,303 $7.83M 1.06% -700 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,050 shares; 2024Q4: 48,707 shares; 2025Q1: 48,707 shares; 2025Q2: 42,476 shares; 2025Q3: 38,396 shares; 2025Q4: 44,262 shares; 2026Q1: 44,785 shares 44,785 $7.6M 1.02% +523 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,385 shares; 2024Q4: 129,415 shares; 2025Q1: 125,510 shares; 2025Q2: 116,510 shares; 2025Q3: 111,840 shares; 2025Q4: 119,790 shares; 2026Q1: 124,990 shares 124,990 $6.57M 0.89% +5,200 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,586 shares; 2024Q4: 14,299 shares; 2025Q1: 14,294 shares; 2025Q2: 14,287 shares; 2025Q3: 14,317 shares; 2025Q4: 13,602 shares; 2026Q1: 13,572 shares 13,572 $6.5M 0.88% -30 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,289 shares; 2024Q4: 42,618 shares; 2025Q1: 44,644 shares; 2025Q2: 41,319 shares; 2025Q3: 41,714 shares; 2025Q4: 45,557 shares; 2026Q1: 44,241 shares 44,241 $5.67M 0.76% -1,316 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,883 shares; 2024Q4: 91,131 shares; 2025Q1: 92,140 shares; 2025Q2: 93,038 shares; 2025Q3: 98,708 shares; 2025Q4: 107,406 shares; 2026Q1: 106,006 shares 106,006 $5.64M 0.76% -1,400 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,187 shares; 2024Q4: 92,812 shares; 2025Q1: 97,185 shares; 2025Q2: 50,485 shares; 2025Q3: 48,198 shares; 2025Q4: 90,975 shares; 2026Q1: 88,025 shares 88,025 $5.64M 0.76% -2,950 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; 2024Q2: restricted; 2024Q3: 42,023 shares; 2024Q4: 40,338 shares; 2025Q1: 38,593 shares; 2025Q2: 38,008 shares; 2025Q3: 37,473 shares; 2025Q4: 36,726 shares; 2026Q1: 36,281 shares 36,281 $5.26M 0.71% -445 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; 2024Q2: restricted; 2024Q3: 9,713 shares; 2024Q4: 17,358 shares; 2025Q1: 26,904 shares; 2025Q2: 30,823 shares; 2025Q3: 39,963 shares; 2025Q4: 45,444 shares; 2026Q1: 45,194 shares 45,194 $5.01M 0.67% -250 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,049 shares; 2024Q4: 96,734 shares; 2025Q1: 98,499 shares; 2025Q2: 88,384 shares; 2025Q3: 88,384 shares; 2025Q4: 94,789 shares; 2026Q1: 94,989 shares 94,989 $4.69M 0.63% +200 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,327 shares; 2024Q4: 19,113 shares; 2025Q1: 18,982 shares; 2025Q2: 18,943 shares; 2025Q3: 19,003 shares; 2025Q4: 18,986 shares; 2026Q1: 18,734 shares 18,734 $4.58M 0.62% -252 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,920 shares; 2024Q4: 5,790 shares; 2025Q1: 5,910 shares; 2025Q2: 6,004 shares; 2025Q3: 5,950 shares; 2025Q4: 6,817 shares; 2026Q1: 6,745 shares 6,745 $4.39M 0.59% -72 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; 2024Q2: restricted; 2024Q3: 20,256 shares; 2024Q4: 23,431 shares; 2025Q1: 26,626 shares; 2025Q2: 23,946 shares; 2025Q3: 25,381 shares; 2025Q4: 28,683 shares; 2026Q1: 30,046 shares 30,046 $3.84M 0.52% +1,363 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; 2024Q2: restricted; 2024Q3: 42,129 shares; 2024Q4: 51,154 shares; 2025Q1: 50,372 shares; 2025Q2: 34,059 shares; 2025Q3: 39,513 shares; 2025Q4: 58,182 shares; 2026Q1: 57,813 shares 57,813 $3.79M 0.51% -369 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,605 shares; 2024Q4: 18,605 shares; 2025Q1: 18,460 shares; 2025Q2: 7,510 shares; 2025Q3: 7,510 shares; 2025Q4: 18,210 shares; 2026Q1: 18,210 shares 18,210 $3.75M 0.5% 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; 2024Q2: restricted; 2024Q3: 20,369 shares; 2024Q4: 20,127 shares; 2025Q1: 20,110 shares; 2025Q2: 20,015 shares; 2025Q3: 20,015 shares; 2025Q4: 19,765 shares; 2026Q1: 18,863 shares 18,863 $3.67M 0.49% -902 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,295 shares; 2024Q4: 15,515 shares; 2025Q1: 16,031 shares; 2025Q2: 16,181 shares; 2025Q3: 16,331 shares; 2025Q4: 17,353 shares; 2026Q1: 17,341 shares 17,341 $3.61M 0.49% -12 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,481 shares; 2024Q4: 30,783 shares; 2025Q1: 27,337 shares; 2025Q2: 27,317 shares; 2025Q3: 27,442 shares; 2025Q4: 27,642 shares; 2026Q1: 26,897 shares 26,897 $3.34M 0.45% -745 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; 2024Q2: restricted; 2024Q3: 25,243 shares; 2024Q4: 25,216 shares; 2025Q1: 25,200 shares; 2025Q2: 25,161 shares; 2025Q3: 25,286 shares; 2025Q4: 25,486 shares; 2026Q1: 25,295 shares 25,295 $3.31M 0.45% -191 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,417 shares; 2024Q4: 7,452 shares; 2025Q1: 7,818 shares; 2025Q2: 7,818 shares; 2025Q3: 7,883 shares; 2025Q4: 8,089 shares; 2026Q1: 8,749 shares 8,749 $3.24M 0.44% +660 Timeline AZZ AZZ INC More: the full row for AZZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,854 shares; 2024Q4: 24,854 shares; 2025Q1: 24,854 shares; 2025Q2: 24,854 shares; 2025Q3: 24,854 shares; 2025Q4: 24,854 shares; 2026Q1: 24,854 shares 24,854 $3.11M 0.42% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,910 shares; 2024Q4: 21,865 shares; 2025Q1: 21,845 shares; 2025Q2: 21,808 shares; 2025Q3: 21,798 shares; 2025Q4: 21,623 shares; 2026Q1: 21,747 shares 21,747 $2.85M 0.38% +124 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; 2024Q2: restricted; 2024Q3: 18,898 shares; 2024Q4: 18,483 shares; 2025Q1: 18,469 shares; 2025Q2: 18,363 shares; 2025Q3: 18,123 shares; 2025Q4: 17,143 shares; 2026Q1: 17,151 shares 17,151 $2.84M 0.38% +8 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,787 shares; 2024Q4: 37,739 shares; 2025Q1: 37,714 shares; 2025Q2: 37,674 shares; 2025Q3: 34,409 shares; 2025Q4: 34,454 shares; 2026Q1: 34,377 shares 34,377 $2.74M 0.37% -77 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; 2024Q2: restricted; 2024Q3: 3,345 shares; 2024Q4: 9,875 shares; 2025Q1: 12,040 shares; 2025Q2: 10,320 shares; 2025Q3: 10,435 shares; 2025Q4: 13,235 shares; 2026Q1: 13,535 shares 13,535 $2.68M 0.36% +300 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; 2024Q2: restricted; 2024Q3: 9,174 shares; 2024Q4: 9,163 shares; 2025Q1: 9,163 shares; 2025Q2: 9,158 shares; 2025Q3: 9,208 shares; 2025Q4: 9,238 shares; 2026Q1: 9,063 shares 9,063 $2.56M 0.34% -175 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,260 shares; 2024Q4: 8,012 shares; 2025Q1: 8,005 shares; 2025Q2: 7,988 shares; 2025Q3: 7,978 shares; 2025Q4: 7,893 shares; 2026Q1: 7,643 shares 7,643 $2.51M 0.34% -250 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; 2024Q2: restricted; 2024Q3: 55,715 shares; 2024Q4: 55,715 shares; 2025Q1: 55,715 shares; 2025Q2: 42,065 shares; 2025Q3: 41,165 shares; 2025Q4: 54,990 shares; 2026Q1: 54,990 shares 54,990 $2.48M 0.33% 0 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; 2024Q2: restricted; 2024Q3: 6,846 shares; 2024Q4: 13,680 shares; 2025Q1: 13,870 shares; 2025Q2: 13,870 shares; 2025Q3: 13,870 shares; 2025Q4: 13,870 shares; 2026Q1: 14,315 shares 14,315 $2.29M 0.31% +445 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,200 shares; 2024Q4: 20,200 shares; 2025Q1: 20,200 shares; 2025Q2: 20,200 shares; 2025Q3: 20,200 shares; 2025Q4: 20,200 shares; 2026Q1: 20,265 shares 20,265 $2.29M 0.31% +65 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,000 shares; 2024Q4: 60,000 shares; 2025Q1: 60,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,000 shares; 2026Q1: 28,000 shares 28,000 $2.23M 0.3% -7,000 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,190 shares; 2025Q1: 2,189 shares; 2025Q2: 2,187 shares; 2025Q3: 2,195 shares; 2025Q4: 2,235 shares; 2026Q1: 2,200 shares 2,200 $2.12M 0.29% -35 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,838 shares; 2024Q4: 45,438 shares; 2025Q1: 41,112 shares; 2025Q2: 26,642 shares; 2025Q3: 26,442 shares; 2025Q4: 39,975 shares; 2026Q1: 38,475 shares 38,475 $2.08M 0.28% -1,500 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; 2024Q2: restricted; 2024Q3: 27,077 shares; 2024Q4: 27,077 shares; 2025Q1: 27,477 shares; 2025Q2: 21,517 shares; 2025Q3: 21,667 shares; 2025Q4: 28,067 shares; 2026Q1: 28,230 shares 28,230 $2.05M 0.28% +163 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,375 shares; 2025Q1: 15,679 shares; 2025Q2: 15,676 shares; 2025Q3: 15,676 shares; 2025Q4: 14,961 shares; 2026Q1: 15,807 shares 15,807 $2M 0.27% +846 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,255 shares; 2024Q4: 28,295 shares; 2025Q1: 28,032 shares; 2025Q2: 27,882 shares; 2025Q3: 25,257 shares; 2025Q4: 24,007 shares; 2026Q1: 23,532 shares 23,532 $1.93M 0.26% -475 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,529 shares; 2024Q4: 30,529 shares; 2025Q1: 30,529 shares; 2025Q2: 20,279 shares; 2025Q3: 20,419 shares; 2025Q4: 45,999 shares; 2026Q1: 45,999 shares 45,999 $1.86M 0.25% 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; 2024Q2: restricted; 2024Q3: 44,103 shares; 2024Q4: 44,103 shares; 2025Q1: 44,103 shares; 2025Q2: 16,903 shares; 2025Q3: 15,903 shares; 2025Q4: 40,503 shares; 2026Q1: 34,503 shares 34,503 $1.81M 0.24% -6,000 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; 2024Q2: restricted; 2024Q3: 18,810 shares; 2024Q4: 18,810 shares; 2025Q1: 22,100 shares; 2025Q2: 18,780 shares; 2025Q3: 20,180 shares; 2025Q4: 23,980 shares; 2026Q1: 23,980 shares 23,980 $1.8M 0.24% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,726 shares; 2024Q4: 14,914 shares; 2025Q1: 15,042 shares; 2025Q2: 15,024 shares; 2025Q3: 14,829 shares; 2025Q4: 15,210 shares; 2026Q1: 14,822 shares 14,822 $1.8M 0.24% -388 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,045 shares; 2024Q4: 1,665 shares; 2025Q1: 1,690 shares; 2025Q2: 1,690 shares; 2025Q3: 1,710 shares; 2025Q4: 1,730 shares; 2026Q1: 1,952 shares 1,952 $1.8M 0.24% +222 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,675 shares; 2024Q4: 5,669 shares; 2025Q1: 5,364 shares; 2025Q2: 5,364 shares; 2025Q3: 5,364 shares; 2025Q4: 5,444 shares; 2026Q1: 5,409 shares 5,409 $1.76M 0.24% -35 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,653 shares; 2024Q4: 16,578 shares; 2025Q1: 16,562 shares; 2025Q2: 16,496 shares; 2025Q3: 16,561 shares; 2025Q4: 16,666 shares; 2026Q1: 16,351 shares 16,351 $1.68M 0.23% -315 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,516 shares; 2024Q4: 18,506 shares; 2025Q1: 18,496 shares; 2025Q2: 18,478 shares; 2025Q3: 18,553 shares; 2025Q4: 18,528 shares; 2026Q1: 18,093 shares 18,093 $1.67M 0.22% -435 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,056 shares; 2024Q4: 3,050 shares; 2025Q1: 3,120 shares; 2025Q2: 3,120 shares; 2025Q3: 3,150 shares; 2025Q4: 3,200 shares; 2026Q1: 3,255 shares 3,255 $1.63M 0.22% +55 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,706 shares; 2024Q4: 7,706 shares; 2025Q1: 7,706 shares; 2025Q2: 1,516 shares; 2025Q3: 1,516 shares; 2025Q4: 7,918 shares; 2026Q1: 7,706 shares 7,706 $1.59M 0.21% -212 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,420 shares; 2024Q4: 21,420 shares; 2025Q1: 21,420 shares; 2025Q2: 15,510 shares; 2025Q3: 15,510 shares; 2025Q4: 26,625 shares; 2026Q1: 26,625 shares 26,625 $1.58M 0.21% 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; 2024Q2: restricted; 2024Q3: 23,930 shares; 2024Q4: 23,930 shares; 2025Q1: 23,930 shares; 2025Q2: 15,965 shares; 2025Q3: 15,965 shares; 2025Q4: 24,065 shares; 2026Q1: 24,065 shares 24,065 $1.51M 0.2% 0 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; 2024Q2: restricted; 2024Q3: 2,888 shares; 2024Q4: 2,930 shares; 2025Q1: 2,940 shares; 2025Q2: 2,940 shares; 2025Q3: 2,960 shares; 2025Q4: 2,995 shares; 2026Q1: 3,015 shares 3,015 $1.48M 0.2% +20 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; 2024Q2: restricted; 2024Q3: 52,038 shares; 2024Q4: 51,946 shares; 2025Q1: 51,911 shares; 2025Q2: 51,879 shares; 2025Q3: 52,179 shares; 2025Q4: 52,929 shares; 2026Q1: 51,857 shares 51,857 $1.48M 0.2% -1,072 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; 2024Q2: restricted; 2024Q3: 21,978 shares; 2024Q4: 21,944 shares; 2025Q1: 21,108 shares; 2025Q2: 18,550 shares; 2025Q3: 18,240 shares; 2025Q4: 22,642 shares; 2026Q1: 22,904 shares 22,904 $1.45M 0.2% +262 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; 2024Q2: restricted; 2024Q3: 4,261 shares; 2024Q4: 4,255 shares; 2025Q1: 3,990 shares; 2025Q2: 4,190 shares; 2025Q3: 4,190 shares; 2025Q4: 4,190 shares; 2026Q1: 4,190 shares 4,190 $1.45M 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; 2024Q2: restricted; 2024Q3: 17,132 shares; 2024Q4: 15,775 shares; 2025Q1: 15,302 shares; 2025Q2: 13,507 shares; 2025Q3: 11,922 shares; 2025Q4: 13,382 shares; 2026Q1: 13,257 shares 13,257 $1.42M 0.19% -125 Timeline AIVL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,730 shares; 2024Q4: 21,830 shares; 2025Q1: 18,030 shares; 2025Q2: 7,300 shares; 2025Q3: 7,300 shares; 2025Q4: 13,400 shares; 2026Q1: 11,900 shares 11,900 $1.38M 0.19% -1,500 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,974 shares; 2024Q4: 3,866 shares; 2025Q1: 3,864 shares; 2025Q2: 3,864 shares; 2025Q3: 3,864 shares; 2025Q4: 3,864 shares; 2026Q1: 3,761 shares 3,761 $1.32M 0.18% -103 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,971 shares; 2024Q4: 3,971 shares; 2025Q1: 4,156 shares; 2025Q2: 4,156 shares; 2025Q3: 4,191 shares; 2025Q4: 4,246 shares; 2026Q1: 4,346 shares 4,346 $1.31M 0.18% +100 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,569 shares; 2024Q4: 3,563 shares; 2025Q1: 3,628 shares; 2025Q2: 3,628 shares; 2025Q3: 3,653 shares; 2025Q4: 3,583 shares; 2026Q1: 3,663 shares 3,663 $1.2M 0.16% +80 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,665 shares; 2024Q4: 32,665 shares; 2025Q1: 32,665 shares; 2025Q2: 22,015 shares; 2025Q3: 22,015 shares; 2025Q4: 32,865 shares; 2026Q1: 32,865 shares 32,865 $1.2M 0.16% 0 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; 2024Q2: restricted; 2024Q3: 6,325 shares; 2024Q4: 6,467 shares; 2025Q1: 6,732 shares; 2025Q2: 6,731 shares; 2025Q3: 6,756 shares; 2025Q4: 6,881 shares; 2026Q1: 7,045 shares 7,045 $1.2M 0.16% +164 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,369 shares; 2024Q4: 9,369 shares; 2025Q1: 9,369 shares; 2025Q2: 5,914 shares; 2025Q3: 5,914 shares; 2025Q4: 9,039 shares; 2026Q1: 9,039 shares 9,039 $1.19M 0.16% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,595 shares; 2024Q4: 14,595 shares; 2025Q1: 15,245 shares; 2025Q2: 15,230 shares; 2025Q3: 15,355 shares; 2025Q4: 15,555 shares; 2026Q1: 15,268 shares 15,268 $1.18M 0.16% -287 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; 2024Q2: restricted; 2024Q3: 9,025 shares; 2024Q4: 9,025 shares; 2025Q1: 9,025 shares; 2025Q2: 6,015 shares; 2025Q3: 6,015 shares; 2025Q4: 9,105 shares; 2026Q1: 9,105 shares 9,105 $1.07M 0.14% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,668 shares; 2024Q4: 39,763 shares; 2025Q1: 39,436 shares; 2025Q2: 39,954 shares; 2025Q3: 39,054 shares; 2025Q4: 42,104 shares; 2026Q1: 37,954 shares 37,954 $1.07M 0.14% -4,150 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; 2024Q2: restricted; 2024Q3: 40,635 shares; 2024Q4: 40,635 shares; 2025Q1: 40,760 shares; 2025Q2: 29,510 shares; 2025Q3: 29,960 shares; 2025Q4: 39,260 shares; 2026Q1: 39,260 shares 39,260 $1.06M 0.14% 0 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; 2024Q2: restricted; 2024Q3: 26,103 shares; 2024Q4: 23,943 shares; 2025Q1: 21,568 shares; 2025Q2: 21,385 shares; 2025Q3: 21,385 shares; 2025Q4: 20,255 shares; 2026Q1: 18,922 shares 18,922 $981K 0.13% -1,333 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; 2024Q2: restricted; 2024Q3: 71,735 shares; 2024Q4: 71,735 shares; 2025Q1: 71,715 shares; 2025Q2: 47,915 shares; 2025Q3: 58,915 shares; 2025Q4: 72,080 shares; 2026Q1: 72,080 shares 72,080 $973K 0.13% 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; 2024Q2: restricted; 2024Q3: 10,322 shares; 2024Q4: 9,922 shares; 2025Q1: 9,295 shares; 2025Q2: 2,965 shares; 2025Q3: 2,915 shares; 2025Q4: 5,540 shares; 2026Q1: 5,540 shares 5,540 $935K 0.13% 0 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; 2024Q2: restricted; 2024Q3: 10,200 shares; 2024Q4: 10,200 shares; 2025Q1: 10,200 shares; 2025Q2: 10,200 shares; 2025Q3: 10,200 shares; 2025Q4: 11,625 shares; 2026Q1: 11,625 shares 11,625 $922K 0.12% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,231 shares; 2024Q4: 9,891 shares; 2025Q1: 10,133 shares; 2025Q2: 10,131 shares; 2025Q3: 10,236 shares; 2025Q4: 9,825 shares; 2026Q1: 9,430 shares 9,430 $909K 0.12% -395 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,070 shares; 2024Q4: 31,070 shares; 2025Q1: 31,020 shares; 2025Q2: 21,105 shares; 2025Q3: 21,105 shares; 2025Q4: 36,865 shares; 2026Q1: 36,865 shares 36,865 $901K 0.12% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,361 shares; 2024Q4: 6,396 shares; 2025Q1: 6,388 shares; 2025Q2: 6,387 shares; 2025Q3: 6,417 shares; 2025Q4: 6,491 shares; 2026Q1: 6,935 shares 6,935 $893K 0.12% +444 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,506 shares 42,506 $876K 0.12% new 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; 2024Q2: restricted; 2024Q3: 24,835 shares; 2024Q4: 21,249 shares; 2025Q1: 20,199 shares; 2025Q2: 19,899 shares; 2025Q3: 19,899 shares; 2025Q4: 19,729 shares; 2026Q1: 18,567 shares 18,567 $861K 0.12% -1,162 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; 2024Q2: restricted; 2024Q3: 15,784 shares; 2024Q4: 15,959 shares; 2025Q1: 16,499 shares; 2025Q2: 10,499 shares; 2025Q3: 10,499 shares; 2025Q4: 14,680 shares; 2026Q1: 13,800 shares 13,800 $857K 0.12% -880 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,363 shares; 2024Q4: 9,963 shares; 2025Q1: 9,963 shares; 2025Q2: 9,963 shares; 2025Q3: 9,813 shares; 2025Q4: 18,601 shares; 2026Q1: 18,601 shares 18,601 $854K 0.11% 0 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,612 shares; 2024Q4: 2,612 shares; 2025Q1: 2,712 shares; 2025Q2: 2,712 shares; 2025Q3: 2,742 shares; 2025Q4: 2,842 shares; 2026Q1: 2,877 shares 2,877 $846K 0.11% +35 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 835 shares; 2025Q4: 1,050 shares; 2026Q1: 2,700 shares 2,700 $836K 0.11% +1,650 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; 2024Q2: restricted; 2024Q3: 4,631 shares; 2024Q4: 4,623 shares; 2025Q1: 4,621 shares; 2025Q2: 4,375 shares; 2025Q3: 4,416 shares; 2025Q4: 4,654 shares; 2026Q1: 4,191 shares 4,191 $831K 0.11% -463 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,590 shares; 2025Q1: 1,588 shares; 2025Q2: 1,588 shares; 2025Q3: 1,588 shares; 2025Q4: 1,523 shares; 2026Q1: 1,448 shares 1,448 $816K 0.11% -75 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,002 shares; 2024Q4: 8,002 shares; 2025Q1: 8,002 shares; 2025Q2: 16,004 shares; 2025Q3: 16,004 shares; 2025Q4: 16,004 shares; 2026Q1: 16,004 shares 16,004 $743K 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; 2024Q2: restricted; 2024Q3: 8,664 shares; 2024Q4: 8,650 shares; 2025Q1: 8,650 shares; 2025Q2: 5,545 shares; 2025Q3: 5,545 shares; 2025Q4: 5,545 shares; 2026Q1: 5,095 shares 5,095 $737K 0.1% -450 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; 2024Q2: restricted; 2024Q3: 6,065 shares; 2024Q4: 5,330 shares; 2025Q1: 5,400 shares; 2025Q2: 3,782 shares; 2025Q3: 3,664 shares; 2025Q4: 4,413 shares; 2026Q1: 3,826 shares 3,826 $696K 0.09% -587 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,458 shares 8,458 $677K 0.09% new Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,315 shares; 2024Q4: 2,088 shares; 2025Q1: 2,088 shares; 2025Q2: 2,088 shares; 2025Q3: 2,088 shares; 2025Q4: 2,088 shares; 2026Q1: 2,088 shares 2,088 $670K 0.09% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,400 shares; 2025Q1: 5,400 shares; 2025Q2: 5,400 shares; 2025Q3: 5,400 shares; 2025Q4: 5,400 shares; 2026Q1: 5,400 shares 5,400 $663K 0.09% 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; 2024Q2: restricted; 2024Q3: 8,360 shares; 2024Q4: 8,360 shares; 2025Q1: 16,695 shares; 2025Q2: 10,850 shares; 2025Q3: 10,850 shares; 2025Q4: 16,050 shares; 2026Q1: 16,050 shares 16,050 $662K 0.09% 0 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; 2024Q2: restricted; 2024Q3: 637 shares; 2024Q4: 637 shares; 2025Q1: 637 shares; 2025Q2: 637 shares; 2025Q3: 637 shares; 2025Q4: 637 shares; 2026Q1: 637 shares 637 $635K 0.09% 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; 2024Q2: restricted; 2024Q3: 4,453 shares; 2024Q4: 4,696 shares; 2025Q1: 4,826 shares; 2025Q2: 4,826 shares; 2025Q3: 4,876 shares; 2025Q4: 4,960 shares; 2026Q1: 5,120 shares 5,120 $605K 0.08% +160 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,906 shares; 2026Q1: 3,741 shares 3,741 $570K 0.08% -165 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; 2024Q2: restricted; 2024Q3: 2,556 shares; 2024Q4: 2,551 shares; 2025Q1: 2,551 shares; 2025Q2: 2,551 shares; 2025Q3: 2,591 shares; 2025Q4: 2,666 shares; 2026Q1: 2,701 shares 2,701 $565K 0.08% +35 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,370 shares; 2024Q4: 5,550 shares; 2025Q1: 5,865 shares; 2025Q2: 5,865 shares; 2025Q3: 5,969 shares; 2025Q4: 6,121 shares; 2026Q1: 6,281 shares 6,281 $563K 0.08% +160 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,016 shares; 2024Q4: 29,016 shares; 2025Q1: 29,016 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,016 shares; 2026Q1: 29,016 shares 29,016 $560K 0.08% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 428 shares; 2024Q4: 455 shares; 2025Q1: 425 shares; 2025Q2: 820 shares; 2025Q3: 820 shares; 2025Q4: 820 shares; 2026Q1: 820 shares 820 $559K 0.08% 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; 2024Q2: restricted; 2024Q3: 1,535 shares; 2024Q4: 1,535 shares; 2025Q1: 1,535 shares; 2025Q2: 1,535 shares; 2025Q3: 1,535 shares; 2025Q4: 1,535 shares; 2026Q1: 1,535 shares 1,535 $547K 0.07% 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; 2024Q2: restricted; 2024Q3: 38,541 shares; 2024Q4: 26,977 shares; 2025Q1: 25,977 shares; 2025Q2: 25,977 shares; 2025Q3: 24,327 shares; 2025Q4: 19,163 shares; 2026Q1: 27,425 shares 27,425 $533K 0.07% +8,262 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 770 shares; 2024Q4: 770 shares; 2025Q1: 770 shares; 2025Q2: 770 shares; 2025Q3: 770 shares; 2025Q4: 745 shares; 2026Q1: 745 shares 745 $528K 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,500 shares 3,500 $512K 0.07% new 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; 2024Q2: restricted; 2024Q3: 15,380 shares; 2024Q4: 14,135 shares; 2025Q1: 8,700 shares; 2025Q2: 8,700 shares; 2025Q3: 6,100 shares; 2025Q4: 6,100 shares; 2026Q1: 5,100 shares 5,100 $488K 0.07% -1,000 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; 2024Q2: restricted; 2024Q3: 9,040 shares; 2024Q4: 9,040 shares; 2025Q1: 9,040 shares; 2025Q2: 6,040 shares; 2025Q3: 6,040 shares; 2025Q4: 8,205 shares; 2026Q1: 8,205 shares 8,205 $483K 0.07% 0 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,070 shares; 2024Q4: 6,070 shares; 2025Q1: 6,070 shares; 2025Q2: 6,070 shares; 2025Q3: 6,180 shares; 2025Q4: 6,355 shares; 2026Q1: 6,355 shares 6,355 $479K 0.06% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,103 shares 1,103 $477K 0.06% new 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; 2024Q2: restricted; 2024Q3: 1,450 shares; 2024Q4: 1,450 shares; 2025Q1: 2,713 shares; 2025Q2: 2,712 shares; 2025Q3: 2,712 shares; 2025Q4: 2,712 shares; 2026Q1: 2,696 shares 2,696 $466K 0.06% -16 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,706 shares 1,706 $414K 0.06% new 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; 2024Q2: restricted; 2024Q3: 635 shares; 2024Q4: 635 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares 700 $412K 0.06% 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; 2024Q2: restricted; 2024Q3: 13,000 shares; 2024Q4: 13,000 shares; 2025Q1: 13,000 shares; 2025Q2: 10,300 shares; 2025Q3: 9,800 shares; 2025Q4: 9,300 shares; 2026Q1: 8,300 shares 8,300 $412K 0.06% -1,000 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; 2024Q2: restricted; 2024Q3: 4,800 shares; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares; 2025Q2: 4,800 shares; 2025Q3: 4,800 shares; 2025Q4: 4,800 shares; 2026Q1: 4,438 shares 4,438 $401K 0.05% -362 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; 2024Q2: restricted; 2024Q3: 11,540 shares; 2024Q4: 11,540 shares; 2025Q1: 11,540 shares; 2025Q2: 7,751 shares; 2025Q3: 6,976 shares; 2025Q4: 10,726 shares; 2026Q1: 10,726 shares 10,726 $396K 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; 2024Q2: restricted; 2024Q3: 1,312 shares; 2024Q4: 1,312 shares; 2025Q1: 1,312 shares; 2025Q2: 1,312 shares; 2025Q3: 1,352 shares; 2025Q4: 1,417 shares; 2026Q1: 1,597 shares 1,597 $387K 0.05% +180 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; 2024Q2: restricted; 2024Q3: 7,480 shares; 2024Q4: 7,480 shares; 2025Q1: 7,480 shares; 2025Q2: 7,480 shares; 2025Q3: 7,480 shares; 2025Q4: 7,480 shares; 2026Q1: 7,480 shares 7,480 $362K 0.05% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,740 shares; 2024Q4: 3,740 shares; 2025Q1: 3,740 shares; 2025Q2: 3,740 shares; 2025Q3: 3,740 shares; 2025Q4: 3,600 shares; 2026Q1: 3,600 shares 3,600 $362K 0.05% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,168 shares; 2024Q4: 5,150 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 3,000 shares 3,000 $361K 0.05% +500 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; 2024Q2: restricted; 2024Q3: 1,125 shares; 2024Q4: 1,125 shares; 2025Q1: 1,125 shares; 2025Q2: 1,125 shares; 2025Q3: 1,125 shares; 2025Q4: 1,125 shares; 2026Q1: 1,125 shares 1,125 $361K 0.05% 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; 2024Q2: restricted; 2024Q3: 1,369 shares; 2024Q4: 1,515 shares; 2025Q1: 1,365 shares; 2025Q2: 1,365 shares; 2025Q3: 1,365 shares; 2025Q4: 1,365 shares; 2026Q1: 1,325 shares 1,325 $359K 0.05% -40 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,520 shares; 2024Q4: 2,520 shares; 2025Q1: 2,520 shares; 2025Q2: 1,870 shares; 2025Q3: 1,870 shares; 2025Q4: 2,465 shares; 2026Q1: 2,395 shares 2,395 $347K 0.05% -70 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,582 shares; 2024Q4: 4,582 shares; 2025Q1: 4,582 shares; 2025Q2: 4,582 shares; 2025Q3: 4,582 shares; 2025Q4: 4,522 shares; 2026Q1: 4,522 shares 4,522 $344K 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; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,101 shares; 2026Q1: 1,101 shares 1,101 $342K 0.05% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,744 shares; 2024Q4: 1,735 shares; 2025Q1: 1,735 shares; 2025Q2: 1,735 shares; 2025Q3: 1,735 shares; 2025Q4: 1,735 shares; 2026Q1: 1,735 shares 1,735 $337K 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; 2024Q2: restricted; 2024Q3: 4,510 shares; 2024Q4: 4,110 shares; 2025Q1: 4,140 shares; 2025Q2: 4,215 shares; 2025Q3: 4,215 shares; 2025Q4: 4,240 shares; 2026Q1: 4,240 shares 4,240 $332K 0.04% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,325 shares; 2024Q4: 3,325 shares; 2025Q1: 3,325 shares; 2025Q2: 3,325 shares; 2025Q3: 3,325 shares; 2025Q4: 3,325 shares; 2026Q1: 3,325 shares 3,325 $323K 0.04% 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; 2024Q2: restricted; 2024Q3: 3,084 shares; 2024Q4: 3,084 shares; 2025Q1: 3,084 shares; 2025Q2: 3,084 shares; 2025Q3: 3,084 shares; 2025Q4: 3,084 shares; 2026Q1: 3,084 shares 3,084 $300K 0.04% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,275 shares; 2024Q4: 1,198 shares; 2025Q1: 1,198 shares; 2025Q2: 1,198 shares; 2025Q3: 1,198 shares; 2025Q4: 1,198 shares; 2026Q1: 1,198 shares 1,198 $291K 0.04% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 80 shares 80 $270K 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; 2024Q2: restricted; 2024Q3: 5,305 shares; 2024Q4: 5,305 shares; 2025Q1: 5,305 shares; 2025Q2: 5,305 shares; 2025Q3: 5,305 shares; 2025Q4: 5,305 shares; 2026Q1: 5,305 shares 5,305 $266K 0.04% 0 Timeline CNR CORE NATURAL RESOURCES INC More: the full row for CORE NATURAL RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,505 shares 2,505 $262K 0.04% new Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,320 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200 $261K 0.04% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,425 shares; 2024Q4: 1,425 shares; 2025Q1: 1,425 shares; 2025Q2: not reported; 2025Q3: 1,425 shares; 2025Q4: 1,425 shares; 2026Q1: 1,670 shares 1,670 $259K 0.03% +245 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 758 shares; 2024Q4: 758 shares; 2025Q1: 758 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 758 shares; 2026Q1: 758 shares 758 $226K 0.03% 0 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; 2024Q2: restricted; 2024Q3: 16,275 shares; 2024Q4: 16,275 shares; 2025Q1: 6,531 shares; 2025Q2: 5,331 shares; 2025Q3: 3,828 shares; 2025Q4: 3,828 shares; 2026Q1: 3,828 shares 3,828 $203K 0.03% 0 Timeline STLN STARLING ONCOLOGY INC More: the full row for STARLING ONCOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,534 shares; 2026Q1: 29,534 shares 29,534 $90.7K 0.01% 0 Timeline