QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 437,769 shares; 2024Q4: 454,955 shares; 2025Q1: 484,702 shares; 2025Q2: 496,946 shares; 2025Q3: 505,170 shares; 2025Q4: 507,751 shares 507,751 $101M 11.79% +2,581 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 657,248 shares; 2024Q4: 2,021,759 shares; 2025Q1: 2,073,100 shares; 2025Q2: 2,032,073 shares; 2025Q3: 1,990,249 shares; 2025Q4: 1,955,537 shares 1,955,537 $53.6M 6.27% -34,712 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,669 shares; 2024Q4: 182,924 shares; 2025Q1: 185,818 shares; 2025Q2: 184,727 shares; 2025Q3: 188,677 shares; 2025Q4: 195,818 shares 195,818 $43M 5.03% +7,141 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275,817 shares; 2024Q4: 311,312 shares; 2025Q1: 354,389 shares; 2025Q2: 346,178 shares; 2025Q3: 344,943 shares; 2025Q4: 335,500 shares 335,500 $38.2M 4.47% -9,443 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,095 shares; 2024Q4: 203,459 shares; 2025Q1: 199,531 shares; 2025Q2: 198,745 shares; 2025Q3: 196,402 shares; 2025Q4: 191,639 shares 191,639 $36.7M 4.29% -4,763 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,404 shares; 2024Q4: 134,741 shares; 2025Q1: 134,972 shares; 2025Q2: 132,520 shares; 2025Q3: 132,253 shares; 2025Q4: 130,295 shares 130,295 $35.4M 4.14% -1,958 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 653,391 shares; 2024Q4: 700,670 shares; 2025Q1: 714,829 shares; 2025Q2: 711,727 shares; 2025Q3: 724,927 shares; 2025Q4: 741,142 shares 741,142 $35.1M 4.11% +16,215 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 832,015 shares; 2024Q4: 883,880 shares; 2025Q1: 868,425 shares; 2025Q2: 885,861 shares; 2025Q3: 899,040 shares; 2025Q4: 926,744 shares 926,744 $31.6M 3.7% +27,704 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,877 shares; 2024Q4: 220,374 shares; 2025Q1: 299,775 shares; 2025Q2: 334,379 shares; 2025Q3: 341,850 shares; 2025Q4: 349,177 shares 349,177 $31.2M 3.65% +7,327 Timeline PTRB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 629,355 shares; 2024Q4: 711,401 shares; 2025Q1: 669,232 shares; 2025Q2: 664,849 shares; 2025Q3: 677,420 shares; 2025Q4: 732,998 shares 732,998 $30.8M 3.6% +55,578 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 573,931 shares; 2024Q4: 706,526 shares; 2025Q1: 804,101 shares; 2025Q2: 842,349 shares; 2025Q3: 868,000 shares; 2025Q4: 839,936 shares 839,936 $21.3M 2.49% -28,064 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 389,243 shares; 2024Q4: 456,461 shares; 2025Q1: 514,756 shares; 2025Q2: 526,422 shares; 2025Q3: 519,430 shares; 2025Q4: 526,120 shares 526,120 $21.2M 2.48% +6,690 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 289,897 shares; 2025Q3: 524,856 shares; 2025Q4: 648,561 shares 648,561 $21.2M 2.47% +123,705 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 487,223 shares; 2024Q4: 477,933 shares; 2025Q1: 441,111 shares; 2025Q2: 441,385 shares; 2025Q3: 440,223 shares; 2025Q4: 447,563 shares 447,563 $20.3M 2.38% +7,340 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310,752 shares; 2024Q4: 415,227 shares; 2025Q1: 519,549 shares; 2025Q2: 552,880 shares; 2025Q3: 587,331 shares; 2025Q4: 615,543 shares 615,543 $18.1M 2.11% +28,212 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 424,456 shares; 2024Q4: 414,991 shares; 2025Q1: 381,000 shares; 2025Q2: 376,251 shares; 2025Q3: 378,674 shares; 2025Q4: 391,467 shares 391,467 $17.7M 2.07% +12,793 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,210 shares; 2024Q4: 199,981 shares; 2025Q1: 204,854 shares; 2025Q2: 212,224 shares; 2025Q3: 228,966 shares; 2025Q4: 243,410 shares 243,410 $16.9M 1.98% +14,444 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,894 shares; 2024Q4: 22,277 shares; 2025Q1: 23,133 shares; 2025Q2: 23,850 shares; 2025Q3: 23,873 shares; 2025Q4: 24,546 shares 24,546 $16.7M 1.96% +673 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,888 shares; 2024Q4: 179,230 shares; 2025Q1: 168,986 shares; 2025Q2: 170,741 shares; 2025Q3: 169,310 shares; 2025Q4: 174,488 shares 174,488 $16M 1.87% +5,178 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,825 shares; 2024Q4: 77,365 shares; 2025Q1: 81,027 shares; 2025Q2: 77,993 shares; 2025Q3: 78,515 shares; 2025Q4: 78,296 shares 78,296 $14.6M 1.71% -219 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 381,533 shares; 2024Q4: 350,160 shares; 2025Q1: 318,466 shares; 2025Q2: 304,366 shares; 2025Q3: 301,603 shares; 2025Q4: 306,566 shares 306,566 $12M 1.4% +4,963 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,952 shares; 2024Q4: 23,798 shares; 2025Q1: 24,443 shares; 2025Q2: 21,050 shares; 2025Q3: 21,560 shares; 2025Q4: 22,905 shares 22,905 $11.1M 1.3% +1,345 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,356 shares; 2024Q4: 18,329 shares; 2025Q1: 17,358 shares; 2025Q2: 17,395 shares; 2025Q3: 17,387 shares; 2025Q4: 17,413 shares 17,413 $10.7M 1.25% +26 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 415,843 shares; 2024Q4: 444,301 shares; 2025Q1: 384,417 shares; 2025Q2: 289,065 shares; 2025Q3: 238,585 shares; 2025Q4: 210,377 shares 210,377 $9.33M 1.09% -28,208 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,189 shares; 2024Q4: 85,721 shares; 2025Q1: 78,102 shares; 2025Q2: 62,870 shares; 2025Q3: 62,873 shares; 2025Q4: 174,653 shares 174,653 $8.84M 1.03% +111,780 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,731 shares; 2024Q4: 87,380 shares; 2025Q1: 90,288 shares; 2025Q2: 86,295 shares; 2025Q3: 84,825 shares; 2025Q4: 84,591 shares 84,591 $8.76M 1.02% -234 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,566 shares; 2024Q4: 13,401 shares; 2025Q1: 13,851 shares; 2025Q2: 14,004 shares; 2025Q3: 14,308 shares; 2025Q4: 14,677 shares 14,677 $7.38M 0.86% +369 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,780 shares; 2024Q4: 29,221 shares; 2025Q1: 29,145 shares; 2025Q2: 27,116 shares; 2025Q3: 27,464 shares; 2025Q4: 29,460 shares 29,460 $6.8M 0.8% +1,996 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 443,217 shares; 2024Q4: 525,576 shares; 2025Q1: 461,801 shares; 2025Q2: 397,326 shares; 2025Q3: 367,399 shares; 2025Q4: 360,571 shares 360,571 $6.57M 0.77% -6,828 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,163 shares; 2024Q4: 13,456 shares; 2025Q1: 14,192 shares; 2025Q2: 14,204 shares; 2025Q3: 15,162 shares; 2025Q4: 15,274 shares 15,274 $5.29M 0.62% +112 Timeline SBR SABINE RTY TR More: the full row for SABINE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,496 shares; 2024Q4: 77,336 shares; 2025Q1: 77,433 shares; 2025Q2: 67,814 shares; 2025Q3: 67,940 shares; 2025Q4: 68,012 shares 68,012 $4.66M 0.55% +72 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,778 shares; 2024Q4: 7,224 shares; 2025Q1: 7,243 shares; 2025Q2: 6,520 shares; 2025Q3: 6,539 shares; 2025Q4: 6,585 shares 6,585 $4.51M 0.53% +46 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,791 shares; 2024Q4: 10,852 shares; 2025Q1: 10,887 shares; 2025Q2: 10,887 shares; 2025Q3: 10,909 shares; 2025Q4: 11,949 shares 11,949 $4.01M 0.47% +1,040 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,308 shares; 2024Q4: 19,321 shares; 2025Q1: 14,911 shares; 2025Q2: 18,326 shares; 2025Q3: 18,283 shares; 2025Q4: 42,092 shares 42,092 $3.85M 0.45% +23,809 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,724 shares; 2024Q4: 92,208 shares; 2025Q1: 93,631 shares; 2025Q2: 115,985 shares; 2025Q3: 117,443 shares; 2025Q4: 119,376 shares 119,376 $3.83M 0.45% +1,933 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,105 shares; 2024Q4: 91,043 shares; 2025Q1: 93,922 shares; 2025Q2: 93,616 shares; 2025Q3: 92,806 shares; 2025Q4: 93,710 shares 93,710 $3.46M 0.41% +904 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,000 shares; 2024Q4: 94,095 shares; 2025Q1: 94,030 shares; 2025Q2: 93,500 shares; 2025Q3: 93,310 shares; 2025Q4: 93,320 shares 93,320 $3.45M 0.4% +10 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,957 shares; 2024Q4: 11,972 shares; 2025Q1: 12,303 shares; 2025Q2: 8,383 shares; 2025Q3: 8,926 shares; 2025Q4: 10,843 shares 10,843 $3.39M 0.4% +1,917 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,172 shares; 2024Q4: 181,632 shares; 2025Q1: 182,047 shares; 2025Q2: 188,309 shares; 2025Q3: 187,552 shares; 2025Q4: 188,175 shares 188,175 $3.1M 0.36% +623 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,727 shares; 2025Q4: 37,210 shares 37,210 $2.91M 0.34% +30,483 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,749 shares; 2024Q4: 38,026 shares; 2025Q1: 46,308 shares; 2025Q2: 39,498 shares; 2025Q3: 37,982 shares; 2025Q4: 35,779 shares 35,779 $2.82M 0.33% -2,203 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,199 shares; 2024Q4: 5,587 shares; 2025Q1: 5,811 shares; 2025Q2: 5,757 shares; 2025Q3: 5,732 shares; 2025Q4: 6,202 shares 6,202 $2.79M 0.33% +470 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306,362 shares; 2024Q4: 223,255 shares; 2025Q1: 194,977 shares; 2025Q2: 129,043 shares; 2025Q3: 104,636 shares; 2025Q4: 62,065 shares 62,065 $2.75M 0.32% -42,571 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,384 shares; 2024Q4: 90,558 shares; 2025Q1: 83,577 shares; 2025Q2: 82,254 shares; 2025Q3: 80,923 shares; 2025Q4: 81,886 shares 81,886 $2.68M 0.31% +963 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,443 shares; 2024Q4: 125,843 shares; 2025Q1: 104,081 shares; 2025Q2: 100,163 shares; 2025Q3: 100,953 shares; 2025Q4: 101,712 shares 101,712 $2.45M 0.29% +759 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,341 shares; 2024Q4: 23,420 shares; 2025Q1: 19,756 shares; 2025Q2: 19,796 shares; 2025Q3: 19,592 shares; 2025Q4: 20,303 shares 20,303 $2.44M 0.29% +711 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,081 shares; 2024Q4: 14,567 shares; 2025Q1: 13,587 shares; 2025Q2: 13,487 shares; 2025Q3: 13,456 shares; 2025Q4: 13,665 shares 13,665 $2.43M 0.28% +209 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,278 shares; 2024Q4: 31,912 shares; 2025Q1: 32,476 shares; 2025Q2: 33,676 shares; 2025Q3: 33,844 shares; 2025Q4: 44,734 shares 44,734 $2.39M 0.28% +10,890 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,070 shares; 2024Q4: 17,247 shares; 2025Q1: 17,742 shares; 2025Q2: 16,103 shares; 2025Q3: 15,838 shares; 2025Q4: 15,648 shares 15,648 $2.25M 0.26% -190 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,457 shares; 2024Q4: 8,830 shares; 2025Q1: 8,253 shares; 2025Q2: 6,064 shares; 2025Q3: 6,138 shares; 2025Q4: 6,241 shares 6,241 $2.01M 0.24% +103 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,814 shares; 2024Q4: not reported; 2025Q1: 3,916 shares; 2025Q2: 10,098 shares; 2025Q3: 14,173 shares; 2025Q4: 36,524 shares 36,524 $1.93M 0.23% +22,351 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,781 shares; 2024Q4: 15,864 shares; 2025Q1: 15,983 shares; 2025Q2: 16,000 shares; 2025Q3: 16,045 shares; 2025Q4: 17,434 shares 17,434 $1.74M 0.2% +1,389 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,957 shares; 2024Q4: 20,816 shares; 2025Q1: 19,480 shares; 2025Q2: 19,528 shares; 2025Q3: 19,522 shares; 2025Q4: 19,379 shares 19,379 $1.73M 0.2% -143 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,336 shares; 2024Q4: 4,257 shares; 2025Q1: 4,822 shares; 2025Q2: 4,424 shares; 2025Q3: 4,441 shares; 2025Q4: 5,334 shares 5,334 $1.67M 0.2% +893 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,078 shares; 2024Q4: 5,963 shares; 2025Q1: 5,485 shares; 2025Q2: 5,023 shares; 2025Q3: 5,088 shares; 2025Q4: 5,193 shares 5,193 $1.58M 0.18% +105 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,149 shares; 2025Q4: 16,149 shares 16,149 $1.52M 0.18% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,341 shares; 2024Q4: 2,391 shares; 2025Q1: 2,526 shares; 2025Q2: 2,506 shares; 2025Q3: 2,537 shares; 2025Q4: 2,639 shares 2,639 $1.51M 0.18% +102 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,584 shares; 2024Q4: 4,648 shares; 2025Q1: 4,453 shares; 2025Q2: 5,049 shares; 2025Q3: 4,417 shares; 2025Q4: 4,590 shares 4,590 $1.36M 0.16% +173 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,550 shares; 2025Q1: 1,427 shares; 2025Q2: 1,326 shares; 2025Q3: 1,407 shares; 2025Q4: 4,323 shares 4,323 $1.33M 0.16% +2,916 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,607 shares; 2024Q4: 10,895 shares; 2025Q1: 11,263 shares; 2025Q2: 9,751 shares; 2025Q3: 10,044 shares; 2025Q4: 11,125 shares 11,125 $1.24M 0.14% +1,081 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,545 shares; 2024Q4: 91,465 shares; 2025Q1: 91,662 shares; 2025Q2: 91,882 shares; 2025Q3: 92,079 shares; 2025Q4: 92,064 shares 92,064 $1.22M 0.14% -15 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,380 shares; 2025Q4: 31,666 shares 31,666 $1.22M 0.14% +7,286 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,350 shares; 2024Q4: 1,350 shares; 2025Q1: 1,351 shares; 2025Q2: 1,350 shares; 2025Q3: 1,350 shares; 2025Q4: 4,053 shares 4,053 $1.16M 0.14% +2,703 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,247 shares; 2024Q4: 36,665 shares; 2025Q1: 36,701 shares; 2025Q2: 36,751 shares; 2025Q3: 36,819 shares; 2025Q4: 36,912 shares 36,912 $1.16M 0.14% +93 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,024 shares; 2024Q4: 1,775 shares; 2025Q1: 1,970 shares; 2025Q2: 1,783 shares; 2025Q3: 1,455 shares; 2025Q4: 1,747 shares 1,747 $1.15M 0.13% +292 Timeline DMLP DORCHESTER MINERALS L P More: the full row for DORCHESTER MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,169 shares; 2024Q4: 34,177 shares; 2025Q1: 34,184 shares; 2025Q2: 34,191 shares; 2025Q3: 38,198 shares; 2025Q4: 50,961 shares 50,961 $1.14M 0.13% +12,763 Timeline CADE CADENCE BANK More: the full row for CADENCE BANK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,090 shares; 2024Q4: 25,090 shares; 2025Q1: 25,270 shares; 2025Q2: 25,502 shares; 2025Q3: 25,720 shares; 2025Q4: 25,638 shares 25,638 $1.1M 0.13% -82 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,200 shares; 2025Q2: 10,125 shares; 2025Q3: 10,125 shares; 2025Q4: 20,250 shares 20,250 $1.07M 0.12% +10,125 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 821 shares; 2025Q1: 765 shares; 2025Q2: 752 shares; 2025Q3: 802 shares; 2025Q4: 1,570 shares 1,570 $1.03M 0.12% +768 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,298 shares; 2024Q4: 32,329 shares; 2025Q1: 30,798 shares; 2025Q2: 22,431 shares; 2025Q3: 22,431 shares; 2025Q4: 22,431 shares 22,431 $996K 0.12% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 872 shares; 2024Q4: 1,012 shares; 2025Q1: 1,067 shares; 2025Q2: 1,018 shares; 2025Q3: 1,029 shares; 2025Q4: 10,580 shares 10,580 $992K 0.12% +9,551 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 430 shares; 2024Q4: 632 shares; 2025Q1: 701 shares; 2025Q2: 592 shares; 2025Q3: 655 shares; 2025Q4: 915 shares 915 $983K 0.11% +260 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,550 shares 18,550 $979K 0.11% new Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,412 shares; 2024Q4: 22,457 shares; 2025Q1: 22,642 shares; 2025Q2: 22,537 shares; 2025Q3: 22,601 shares; 2025Q4: 22,726 shares 22,726 $939K 0.11% +125 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,823 shares; 2025Q1: 30,156 shares; 2025Q2: 40,489 shares; 2025Q3: 41,266 shares; 2025Q4: 41,957 shares 41,957 $938K 0.11% +691 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,685 shares; 2024Q4: 4,950 shares; 2025Q1: 4,653 shares; 2025Q2: 3,874 shares; 2025Q3: 4,071 shares; 2025Q4: 4,515 shares 4,515 $934K 0.11% +444 Timeline GHC GRAHAM HLDGS CO More: the full row for GRAHAM HLDGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 833 shares; 2024Q4: 834 shares; 2025Q1: 836 shares; 2025Q2: 838 shares; 2025Q3: 839 shares; 2025Q4: 841 shares 841 $924K 0.11% +2 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,747 shares; 2024Q4: 13,324 shares; 2025Q1: 12,995 shares; 2025Q2: 12,742 shares; 2025Q3: 13,530 shares; 2025Q4: 12,555 shares 12,555 $923K 0.11% -975 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,674 shares; 2024Q4: 2,674 shares; 2025Q1: 2,634 shares; 2025Q2: 2,366 shares; 2025Q3: 2,306 shares; 2025Q4: 2,287 shares 2,287 $906K 0.11% -19 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,667 shares; 2024Q4: 2,065 shares; 2025Q1: 1,811 shares; 2025Q2: 1,862 shares; 2025Q3: 1,845 shares; 2025Q4: 1,884 shares 1,884 $883K 0.1% +39 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,276 shares; 2024Q4: 7,260 shares; 2025Q1: 6,552 shares; 2025Q2: 7,112 shares; 2025Q3: 7,107 shares; 2025Q4: 7,807 shares 7,807 $822K 0.1% +700 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,844 shares; 2024Q4: 10,162 shares; 2025Q1: 10,115 shares; 2025Q2: 8,968 shares; 2025Q3: 9,042 shares; 2025Q4: 10,661 shares 10,661 $821K 0.1% +1,619 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 90,060 shares 90,060 $816K 0.1% new Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 866 shares; 2024Q4: 897 shares; 2025Q1: 902 shares; 2025Q2: 943 shares; 2025Q3: 946 shares; 2025Q4: 930 shares 930 $802K 0.09% -16 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,994 shares; 2024Q4: 3,813 shares; 2025Q1: 4,566 shares; 2025Q2: 4,691 shares; 2025Q3: 4,781 shares; 2025Q4: 4,998 shares 4,998 $802K 0.09% +217 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,718 shares; 2024Q4: 11,720 shares; 2025Q1: 11,720 shares; 2025Q2: 11,721 shares; 2025Q3: 11,720 shares; 2025Q4: 11,705 shares 11,705 $787K 0.09% -15 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,236 shares; 2024Q4: 53,834 shares; 2025Q1: 55,766 shares; 2025Q2: 69,038 shares; 2025Q3: 70,896 shares; 2025Q4: 72,721 shares 72,721 $780K 0.09% +1,825 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K 0.09% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130 shares; 2024Q4: 131 shares; 2025Q1: 134 shares; 2025Q2: 139 shares; 2025Q3: 138 shares; 2025Q4: 140 shares 140 $750K 0.09% +2 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,647 shares; 2024Q4: 3,760 shares; 2025Q1: 2,845 shares; 2025Q2: 2,965 shares; 2025Q3: 3,038 shares; 2025Q4: 3,245 shares 3,245 $742K 0.09% +207 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,189 shares; 2024Q4: 14,228 shares; 2025Q1: 12,264 shares; 2025Q2: 12,315 shares; 2025Q3: 12,353 shares; 2025Q4: 12,393 shares 12,393 $720K 0.08% +40 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,710 shares; 2024Q4: 4,718 shares; 2025Q1: 4,730 shares; 2025Q2: 4,745 shares; 2025Q3: 4,756 shares; 2025Q4: 4,765 shares 4,765 $710K 0.08% +9 Timeline JBI JANUS INTERNATIONAL GROUP IN More: the full row for JANUS INTERNATIONAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,926 shares; 2024Q4: 105,144 shares; 2025Q1: 105,144 shares; 2025Q2: 104,926 shares; 2025Q3: 104,926 shares; 2025Q4: 104,926 shares 104,926 $686K 0.08% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,390 shares; 2024Q4: 4,412 shares; 2025Q1: 4,924 shares; 2025Q2: 4,334 shares; 2025Q3: 4,760 shares; 2025Q4: 4,380 shares 4,380 $668K 0.08% -380 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,786 shares; 2024Q4: 1,797 shares; 2025Q1: 1,801 shares; 2025Q2: 1,110 shares; 2025Q3: 1,127 shares; 2025Q4: 1,143 shares 1,143 $651K 0.08% +16 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 921 shares; 2024Q4: 1,971 shares; 2025Q1: 1,848 shares; 2025Q2: 1,469 shares; 2025Q3: 1,515 shares; 2025Q4: 1,851 shares 1,851 $649K 0.08% +336 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,600 shares; 2024Q4: 3,204 shares; 2025Q1: 3,125 shares; 2025Q2: 2,853 shares; 2025Q3: 3,521 shares; 2025Q4: 3,579 shares 3,579 $635K 0.07% +58 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,098 shares; 2024Q4: 2,780 shares; 2025Q1: 2,621 shares; 2025Q2: 1,861 shares; 2025Q3: 1,824 shares; 2025Q4: 1,936 shares 1,936 $634K 0.07% +112 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,604 shares; 2024Q4: 1,815 shares; 2025Q1: 1,648 shares; 2025Q2: 1,693 shares; 2025Q3: 1,773 shares; 2025Q4: 1,831 shares 1,831 $630K 0.07% +58 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,102 shares; 2024Q4: 1,784 shares; 2025Q1: 1,111 shares; 2025Q2: 947 shares; 2025Q3: 999 shares; 2025Q4: 984 shares 984 $617K 0.07% -15 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,879 shares; 2025Q3: 1,881 shares; 2025Q4: 2,119 shares 2,119 $605K 0.07% +238 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,873 shares; 2024Q4: 47,528 shares; 2025Q1: 47,548 shares; 2025Q2: 8,933 shares; 2025Q3: 8,952 shares; 2025Q4: 8,974 shares 8,974 $592K 0.07% +22 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,009 shares; 2024Q4: 4,013 shares; 2025Q1: 4,720 shares; 2025Q2: 4,724 shares; 2025Q3: 4,729 shares; 2025Q4: 4,733 shares 4,733 $583K 0.07% +4 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,688 shares; 2024Q4: 7,591 shares; 2025Q1: 7,408 shares; 2025Q2: 7,571 shares; 2025Q3: 7,525 shares; 2025Q4: 8,329 shares 8,329 $582K 0.07% +804 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 805 shares; 2024Q4: 837 shares; 2025Q1: 870 shares; 2025Q2: 883 shares; 2025Q3: 818 shares; 2025Q4: 973 shares 973 $551K 0.06% +155 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,091 shares; 2024Q4: 1,507 shares; 2025Q1: 1,191 shares; 2025Q2: 1,352 shares; 2025Q3: 1,365 shares; 2025Q4: 1,456 shares 1,456 $539K 0.06% +91 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 7,517 shares 7,517 $538K 0.06% +4,517 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,532 shares; 2024Q4: 1,541 shares; 2025Q1: 2,667 shares; 2025Q2: 2,058 shares; 2025Q3: 2,060 shares; 2025Q4: 2,122 shares 2,122 $537K 0.06% +62 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,719 shares; 2024Q4: 1,791 shares; 2025Q1: 1,817 shares; 2025Q2: 1,799 shares; 2025Q3: 1,799 shares; 2025Q4: 1,825 shares 1,825 $527K 0.06% +26 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,892 shares; 2024Q4: 5,267 shares; 2025Q1: 5,842 shares; 2025Q2: 6,042 shares; 2025Q3: 6,072 shares; 2025Q4: 6,363 shares 6,363 $520K 0.06% +291 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,788 shares; 2024Q4: 7,582 shares; 2025Q1: 7,686 shares; 2025Q2: 8,303 shares; 2025Q3: 8,508 shares; 2025Q4: 9,385 shares 9,385 $516K 0.06% +877 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,774 shares; 2024Q4: 8,024 shares; 2025Q1: 8,024 shares; 2025Q2: 6,358 shares; 2025Q3: 6,358 shares; 2025Q4: 6,352 shares 6,352 $516K 0.06% -6 Timeline KRP KIMBELL RTY PARTNERS LP More: the full row for KIMBELL RTY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,760 shares; 2024Q4: 12,760 shares; 2025Q1: 12,760 shares; 2025Q2: 12,760 shares; 2025Q3: 12,760 shares; 2025Q4: 43,815 shares 43,815 $515K 0.06% +31,055 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,282 shares; 2025Q1: 6,314 shares; 2025Q2: 6,006 shares; 2025Q3: 6,009 shares; 2025Q4: 6,012 shares 6,012 $511K 0.06% +3 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,499 shares; 2024Q4: 1,569 shares; 2025Q1: 1,410 shares; 2025Q2: 1,410 shares; 2025Q3: 1,411 shares; 2025Q4: 3,507 shares 3,507 $505K 0.06% +2,096 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,232 shares; 2024Q4: 6,588 shares; 2025Q1: 7,558 shares; 2025Q2: 7,678 shares; 2025Q3: 7,829 shares; 2025Q4: 8,700 shares 8,700 $502K 0.06% +871 Timeline LEAD SIREN ETF TR More: the full row for SIREN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,129 shares; 2024Q4: 7,237 shares; 2025Q1: 6,725 shares; 2025Q2: 6,716 shares; 2025Q3: 6,495 shares; 2025Q4: 6,397 shares 6,397 $488K 0.06% -98 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,710 shares; 2024Q4: 10,848 shares; 2025Q1: 10,951 shares; 2025Q2: 11,070 shares; 2025Q3: 11,194 shares; 2025Q4: 11,194 shares 11,194 $484K 0.06% 0 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,400 shares; 2024Q4: 5,409 shares; 2025Q1: 5,415 shares; 2025Q2: 5,421 shares; 2025Q3: 5,391 shares; 2025Q4: 5,112 shares 5,112 $465K 0.05% -279 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,994 shares; 2024Q4: 15,444 shares; 2025Q1: 17,109 shares; 2025Q2: 17,725 shares; 2025Q3: 17,055 shares; 2025Q4: 12,377 shares 12,377 $457K 0.05% -4,678 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,057 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,418 shares 4,418 $441K 0.05% new Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 10,215 shares; 2025Q2: 10,951 shares; 2025Q3: 10,698 shares; 2025Q4: 10,947 shares 10,947 $432K 0.05% +249 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,148 shares; 2024Q4: 1,416 shares; 2025Q1: 1,541 shares; 2025Q2: 1,499 shares; 2025Q3: 1,527 shares; 2025Q4: 1,621 shares 1,621 $429K 0.05% +94 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,365 shares; 2024Q4: 4,901 shares; 2025Q1: 4,980 shares; 2025Q2: 2,581 shares; 2025Q3: 2,020 shares; 2025Q4: 2,439 shares 2,439 $423K 0.05% +419 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,700 shares; 2024Q4: 2,715 shares; 2025Q1: 2,730 shares; 2025Q2: 2,715 shares; 2025Q3: 2,735 shares; 2025Q4: 2,762 shares 2,762 $418K 0.05% +27 Timeline TDAY USA TODAY CO INC More: the full row for USA TODAY CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,000 shares; 2024Q4: 80,000 shares; 2025Q1: 80,000 shares; 2025Q2: 80,000 shares; 2025Q3: 80,000 shares; 2025Q4: 80,000 shares 80,000 $412K 0.05% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,032 shares; 2024Q4: 2,188 shares; 2025Q1: 2,225 shares; 2025Q2: 2,174 shares; 2025Q3: 2,241 shares; 2025Q4: 2,211 shares 2,211 $407K 0.05% -30 Timeline MIDU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares 8,000 $406K 0.05% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,999 shares; 2024Q4: 6,958 shares; 2025Q1: 6,831 shares; 2025Q2: 6,647 shares; 2025Q3: 5,939 shares; 2025Q4: 4,873 shares 4,873 $404K 0.05% -1,066 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,700 shares; 2024Q4: 1,678 shares; 2025Q1: 1,683 shares; 2025Q2: 1,768 shares; 2025Q3: 1,768 shares; 2025Q4: 1,833 shares 1,833 $398K 0.05% +65 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,296 shares; 2025Q4: 16,003 shares 16,003 $398K 0.05% +3,707 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,387 shares; 2024Q4: 9,469 shares; 2025Q1: 9,153 shares; 2025Q2: 1,931 shares; 2025Q3: 3,175 shares; 2025Q4: 2,569 shares 2,569 $396K 0.05% -606 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,240 shares; 2024Q4: 4,850 shares; 2025Q1: 4,850 shares; 2025Q2: 4,240 shares; 2025Q3: 4,240 shares; 2025Q4: 4,240 shares 4,240 $390K 0.05% 0 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,495 shares; 2025Q4: 8,306 shares 8,306 $389K 0.05% +3,811 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,216 shares; 2024Q4: 2,225 shares; 2025Q1: 2,230 shares; 2025Q2: 1,961 shares; 2025Q3: 1,893 shares; 2025Q4: 1,858 shares 1,858 $388K 0.05% -35 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,197 shares; 2024Q4: 3,178 shares; 2025Q1: 3,005 shares; 2025Q2: 3,553 shares; 2025Q3: 3,765 shares; 2025Q4: 3,771 shares 3,771 $386K 0.05% +6 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,021 shares; 2024Q4: 2,369 shares; 2025Q1: 2,092 shares; 2025Q2: 2,040 shares; 2025Q3: 3,550 shares; 2025Q4: 3,859 shares 3,859 $383K 0.04% +309 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,426 shares; 2024Q4: 4,506 shares; 2025Q1: 4,552 shares; 2025Q2: 4,597 shares; 2025Q3: 4,641 shares; 2025Q4: 4,271 shares 4,271 $378K 0.04% -370 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,150 shares; 2024Q4: 5,220 shares; 2025Q1: 5,975 shares; 2025Q2: 3,869 shares; 2025Q3: 3,884 shares; 2025Q4: 4,579 shares 4,579 $368K 0.04% +695 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,006 shares; 2024Q4: 3,006 shares; 2025Q1: 3,066 shares; 2025Q2: 3,006 shares; 2025Q3: 2,476 shares; 2025Q4: 2,446 shares 2,446 $359K 0.04% -30 Timeline JOUT JOHNSON OUTDOORS INC More: the full row for JOHNSON OUTDOORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,000 shares; 2024Q4: 8,079 shares; 2025Q1: 8,161 shares; 2025Q2: 8,276 shares; 2025Q3: 8,359 shares; 2025Q4: 8,424 shares 8,424 $358K 0.04% +65 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,085 shares; 2024Q4: 6,194 shares; 2025Q1: 6,194 shares; 2025Q2: 6,085 shares; 2025Q3: 6,085 shares; 2025Q4: 6,085 shares 6,085 $357K 0.04% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,522 shares; 2024Q4: 8,522 shares; 2025Q1: 8,624 shares; 2025Q2: not reported; 2025Q3: 5,599 shares; 2025Q4: 5,531 shares 5,531 $356K 0.04% -68 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 573 shares; 2024Q4: 575 shares; 2025Q1: 576 shares; 2025Q2: 416 shares; 2025Q3: 416 shares; 2025Q4: 469 shares 469 $353K 0.04% +53 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,950 shares; 2024Q4: 4,969 shares; 2025Q1: 4,969 shares; 2025Q2: 4,969 shares; 2025Q3: 4,969 shares; 2025Q4: 4,773 shares 4,773 $343K 0.04% -196 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,461 shares; 2025Q3: 1,731 shares; 2025Q4: 1,705 shares 1,705 $332K 0.04% -26 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,783 shares; 2025Q4: 9,415 shares 9,415 $332K 0.04% -368 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,720 shares; 2024Q4: 6,148 shares; 2025Q1: not reported; 2025Q2: 5,274 shares; 2025Q3: 5,308 shares; 2025Q4: 8,131 shares 8,131 $331K 0.04% +2,823 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,852 shares; 2025Q2: 2,662 shares; 2025Q3: 2,843 shares; 2025Q4: 3,488 shares 3,488 $325K 0.04% +645 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 358 shares; 2025Q1: 368 shares; 2025Q2: 368 shares; 2025Q3: 368 shares; 2025Q4: 368 shares 368 $323K 0.04% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,224 shares; 2025Q1: not reported; 2025Q2: 885 shares; 2025Q3: 891 shares; 2025Q4: 894 shares 894 $322K 0.04% +3 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 498 shares; 2025Q4: 558 shares 558 $320K 0.04% +60 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,085 shares; 2024Q4: 6,153 shares; 2025Q1: 6,153 shares; 2025Q2: 3,896 shares; 2025Q3: 3,896 shares; 2025Q4: 3,723 shares 3,723 $319K 0.04% -173 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 334 shares; 2024Q4: 766 shares; 2025Q1: 671 shares; 2025Q2: not reported; 2025Q3: 498 shares; 2025Q4: 550 shares 550 $319K 0.04% +52 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,981 shares; 2024Q4: 8,040 shares; 2025Q1: 8,104 shares; 2025Q2: 8,170 shares; 2025Q3: 8,237 shares; 2025Q4: 8,300 shares 8,300 $314K 0.04% +63 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,454 shares 1,454 $311K 0.04% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,313 shares; 2024Q4: 4,163 shares; 2025Q1: 3,795 shares; 2025Q2: 3,219 shares; 2025Q3: 3,188 shares; 2025Q4: 3,317 shares 3,317 $310K 0.04% +129 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,876 shares; 2025Q4: 2,443 shares 2,443 $307K 0.04% +567 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,332 shares; 2024Q4: 3,256 shares; 2025Q1: 3,243 shares; 2025Q2: 3,383 shares; 2025Q3: 3,382 shares; 2025Q4: 6,803 shares 6,803 $304K 0.04% +3,421 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,648 shares 2,648 $299K 0.03% new Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,707 shares; 2024Q4: 1,849 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,787 shares 2,787 $293K 0.03% new Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,175 shares; 2025Q3: 4,333 shares; 2025Q4: 4,042 shares 4,042 $290K 0.03% -291 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,850 shares; 2024Q4: 11,850 shares; 2025Q1: 11,850 shares; 2025Q2: 11,850 shares; 2025Q3: 11,850 shares; 2025Q4: 11,850 shares 11,850 $289K 0.03% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 643 shares; 2024Q4: 644 shares; 2025Q1: 645 shares; 2025Q2: 649 shares; 2025Q3: 646 shares; 2025Q4: 603 shares 603 $285K 0.03% -43 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,173 shares 1,173 $284K 0.03% new Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,310 shares 4,310 $269K 0.03% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,221 shares; 2024Q4: 11,922 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,788 shares 10,788 $269K 0.03% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,954 shares; 2025Q2: 2,159 shares; 2025Q3: 2,160 shares; 2025Q4: 2,141 shares 2,141 $268K 0.03% -19 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,830 shares; 2025Q1: 4,905 shares; 2025Q2: 4,965 shares; 2025Q3: 4,910 shares; 2025Q4: 5,000 shares 5,000 $268K 0.03% +90 Timeline RSPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,836 shares; 2025Q2: 3,336 shares; 2025Q3: 3,346 shares; 2025Q4: 3,351 shares 3,351 $267K 0.03% +5 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,490 shares; 2025Q1: not reported; 2025Q2: 1,663 shares; 2025Q3: 1,689 shares; 2025Q4: 1,686 shares 1,686 $264K 0.03% -3 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,265 shares; 2025Q4: 1,438 shares 1,438 $264K 0.03% +173 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,004 shares; 2025Q3: 1,014 shares; 2025Q4: 1,179 shares 1,179 $256K 0.03% +165 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 892 shares; 2025Q2: 909 shares; 2025Q3: 906 shares; 2025Q4: 1,106 shares 1,106 $256K 0.03% +200 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 375 shares; 2024Q4: 408 shares; 2025Q1: 498 shares; 2025Q2: not reported; 2025Q3: 615 shares; 2025Q4: 772 shares 772 $255K 0.03% +157 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,579 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,430 shares; 2025Q3: 3,430 shares; 2025Q4: 3,481 shares 3,481 $253K 0.03% +51 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,393 shares; 2025Q4: 2,528 shares 2,528 $252K 0.03% +135 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,697 shares; 2025Q1: 1,735 shares; 2025Q2: 800 shares; 2025Q3: 812 shares; 2025Q4: 916 shares 916 $236K 0.03% +104 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 758 shares 758 $232K 0.03% new Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,378 shares; 2024Q4: 2,247 shares; 2025Q1: 2,431 shares; 2025Q2: 1,771 shares; 2025Q3: 1,935 shares; 2025Q4: 1,608 shares 1,608 $230K 0.03% -327 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,445 shares; 2025Q4: 1,355 shares 1,355 $230K 0.03% -90 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,883 shares 2,883 $229K 0.03% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,980 shares 1,980 $225K 0.03% new Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,291 shares; 2025Q4: 4,099 shares 4,099 $225K 0.03% -192 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 821 shares 821 $224K 0.03% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 731 shares; 2024Q4: 742 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 432 shares; 2025Q4: 459 shares 459 $222K 0.03% +27 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,712 shares; 2025Q1: 6,712 shares; 2025Q2: 6,712 shares; 2025Q3: 6,712 shares; 2025Q4: 6,712 shares 6,712 $222K 0.03% 0 Timeline GRAL GRAIL INC More: the full row for GRAIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,570 shares 2,570 $220K 0.03% new Timeline STHO STAR HLDGS More: the full row for STAR HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,000 shares; 2024Q4: 10,000 shares; 2025Q1: 29,500 shares; 2025Q2: 24,129 shares; 2025Q3: 26,629 shares; 2025Q4: 26,629 shares 26,629 $219K 0.03% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 748 shares 748 $217K 0.03% new Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 617 shares 617 $216K 0.03% new Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,509 shares; 2024Q4: 3,513 shares; 2025Q1: 3,556 shares; 2025Q2: 3,478 shares; 2025Q3: 3,479 shares; 2025Q4: 3,479 shares 3,479 $216K 0.03% 0 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,038 shares; 2025Q3: 2,028 shares; 2025Q4: 2,028 shares 2,028 $214K 0.03% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 489 shares; 2025Q1: 575 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 611 shares 611 $214K 0.03% new Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,596 shares; 2024Q4: not reported; 2025Q1: 2,474 shares; 2025Q2: not reported; 2025Q3: 2,204 shares; 2025Q4: 2,226 shares 2,226 $212K 0.02% +22 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,090 shares; 2024Q4: 10,090 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,369 shares 6,369 $210K 0.02% new Timeline CRBN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,043 shares; 2025Q3: 1,038 shares; 2025Q4: 907 shares 907 $209K 0.02% -131 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,056 shares 2,056 $207K 0.02% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,532 shares 3,532 $207K 0.02% new Timeline MSOX ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,000 shares 30,000 $134K 0.02% new Timeline SOXS DIREXION DAILY SEMI BEAR 3X More: the full row for DIREXION DAILY SEMI BEAR 3X Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,000 shares; 2025Q3: 70,000 shares; 2025Q4: 33,000 shares 33,000 $103K 0.01% -37,000 Timeline PRT PERMROCK ROYALTY TRUST More: the full row for PERMROCK ROYALTY TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,741 shares; 2025Q3: 28,741 shares; 2025Q4: 28,741 shares 28,741 $80.5K 0.01% 0 Timeline ELDN ELEDON PHARMACEUTICALS INC More: the full row for ELEDON PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares 30,000 $45.3K 0.01% 0 Timeline ZJK ZJK INDL CO. LTD. More: the full row for ZJK INDL CO. LTD. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,500 shares; 2025Q3: 12,500 shares; 2025Q4: 12,500 shares 12,500 $25K <0.01% 0 Timeline CNDT CONDUENT INC More: the full row for CONDUENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 160,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $19.2K <0.01% 0 Timeline