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: 437,769 shares; 2024Q4: 454,955 shares; 2025Q1: 484,702 shares; 2025Q2: 496,946 shares; 2025Q3: 505,170 shares; 2025Q4: 507,751 shares; 2026Q1: 502,864 shares 502,864 $96.5M 10.86% -4,887 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: 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; 2026Q1: 1,945,292 shares 1,945,292 $59.7M 6.72% -10,245 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; 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; 2026Q1: 200,635 shares 200,635 $43.1M 4.86% +4,817 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 204,095 shares; 2024Q4: 203,459 shares; 2025Q1: 199,531 shares; 2025Q2: 198,745 shares; 2025Q3: 196,402 shares; 2025Q4: 191,639 shares; 2026Q1: 192,311 shares 192,311 $36.9M 4.16% +672 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; 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; 2026Q1: 340,836 shares 340,836 $36.7M 4.13% +5,336 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; 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; 2026Q1: 768,519 shares 768,519 $36M 4.05% +27,377 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: 133,404 shares; 2024Q4: 134,741 shares; 2025Q1: 134,972 shares; 2025Q2: 132,520 shares; 2025Q3: 132,253 shares; 2025Q4: 130,295 shares; 2026Q1: 137,531 shares 137,531 $34.9M 3.93% +7,236 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; 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; 2026Q1: 988,036 shares 988,036 $33.3M 3.75% +61,292 Timeline DGRW 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: 148,877 shares; 2024Q4: 220,374 shares; 2025Q1: 299,775 shares; 2025Q2: 334,379 shares; 2025Q3: 341,850 shares; 2025Q4: 349,177 shares; 2026Q1: 375,339 shares 375,339 $33M 3.71% +26,162 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; 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; 2026Q1: 779,785 shares 779,785 $32.4M 3.65% +46,787 Timeline IQLT 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: 487,223 shares; 2024Q4: 477,933 shares; 2025Q1: 441,111 shares; 2025Q2: 441,385 shares; 2025Q3: 440,223 shares; 2025Q4: 447,563 shares; 2026Q1: 476,503 shares 476,503 $22M 2.48% +28,940 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; 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; 2026Q1: 536,169 shares 536,169 $21.3M 2.4% +10,049 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 289,897 shares; 2025Q3: 524,856 shares; 2025Q4: 648,561 shares; 2026Q1: 712,988 shares 712,988 $20.8M 2.34% +64,427 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; 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; 2026Q1: 414,982 shares 414,982 $20.3M 2.29% +23,515 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; 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; 2026Q1: 288,104 shares 288,104 $19.7M 2.22% +44,694 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; 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; 2026Q1: 669,176 shares 669,176 $19.2M 2.16% +53,633 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: 573,931 shares; 2024Q4: 706,526 shares; 2025Q1: 804,101 shares; 2025Q2: 842,349 shares; 2025Q3: 868,000 shares; 2025Q4: 839,936 shares; 2026Q1: 744,257 shares 744,257 $18.6M 2.09% -95,679 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; 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; 2026Q1: 186,482 shares 186,482 $16.5M 1.86% +11,994 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: 21,894 shares; 2024Q4: 22,277 shares; 2025Q1: 23,133 shares; 2025Q2: 23,850 shares; 2025Q3: 23,873 shares; 2025Q4: 24,546 shares; 2026Q1: 23,719 shares 23,719 $15.4M 1.74% -827 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: 68,825 shares; 2024Q4: 77,365 shares; 2025Q1: 81,027 shares; 2025Q2: 77,993 shares; 2025Q3: 78,515 shares; 2025Q4: 78,296 shares; 2026Q1: 83,351 shares 83,351 $14.5M 1.64% +5,055 Timeline XSOE 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: 381,533 shares; 2024Q4: 350,160 shares; 2025Q1: 318,466 shares; 2025Q2: 304,366 shares; 2025Q3: 301,603 shares; 2025Q4: 306,566 shares; 2026Q1: 336,833 shares 336,833 $13.5M 1.52% +30,267 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; 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; 2026Q1: 220,612 shares 220,612 $11.2M 1.26% +45,959 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; 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; 2026Q1: 107,093 shares 107,093 $10.4M 1.17% +22,502 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: 17,356 shares; 2024Q4: 18,329 shares; 2025Q1: 17,358 shares; 2025Q2: 17,395 shares; 2025Q3: 17,387 shares; 2025Q4: 17,413 shares; 2026Q1: 17,471 shares 17,471 $10.1M 1.14% +58 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: 18,952 shares; 2024Q4: 23,798 shares; 2025Q1: 24,443 shares; 2025Q2: 21,050 shares; 2025Q3: 21,560 shares; 2025Q4: 22,905 shares; 2026Q1: 25,725 shares 25,725 $9.52M 1.07% +2,820 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; 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; 2026Q1: 180,235 shares 180,235 $8.09M 0.91% -30,142 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: 12,566 shares; 2024Q4: 13,401 shares; 2025Q1: 13,851 shares; 2025Q2: 14,004 shares; 2025Q3: 14,308 shares; 2025Q4: 14,677 shares; 2026Q1: 15,267 shares 15,267 $7.32M 0.82% +590 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: 24,780 shares; 2024Q4: 29,221 shares; 2025Q1: 29,145 shares; 2025Q2: 27,116 shares; 2025Q3: 27,464 shares; 2025Q4: 29,460 shares; 2026Q1: 32,796 shares 32,796 $6.83M 0.77% +3,336 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,727 shares; 2025Q4: 37,210 shares; 2026Q1: 86,428 shares 86,428 $6.71M 0.76% +49,218 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; 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; 2026Q1: 353,732 shares 353,732 $6.28M 0.71% -6,839 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; 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; 2026Q1: 68,082 shares 68,082 $5.11M 0.58% +70 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; 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; 2026Q1: 133,768 shares 133,768 $5.06M 0.57% +14,392 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: 11,163 shares; 2024Q4: 13,456 shares; 2025Q1: 14,192 shares; 2025Q2: 14,204 shares; 2025Q3: 15,162 shares; 2025Q4: 15,274 shares; 2026Q1: 16,161 shares 16,161 $5M 0.56% +887 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,778 shares; 2024Q4: 7,224 shares; 2025Q1: 7,243 shares; 2025Q2: 6,520 shares; 2025Q3: 6,539 shares; 2025Q4: 6,585 shares; 2026Q1: 6,867 shares 6,867 $4.49M 0.51% +282 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: 5,957 shares; 2024Q4: 11,972 shares; 2025Q1: 12,303 shares; 2025Q2: 8,383 shares; 2025Q3: 8,926 shares; 2025Q4: 10,843 shares; 2026Q1: 14,800 shares 14,800 $4.26M 0.48% +3,957 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: 181,172 shares; 2024Q4: 181,632 shares; 2025Q1: 182,047 shares; 2025Q2: 188,309 shares; 2025Q3: 187,552 shares; 2025Q4: 188,175 shares; 2026Q1: 197,157 shares 197,157 $3.81M 0.43% +8,982 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: 10,791 shares; 2024Q4: 10,852 shares; 2025Q1: 10,887 shares; 2025Q2: 10,887 shares; 2025Q3: 10,909 shares; 2025Q4: 11,949 shares; 2026Q1: 11,051 shares 11,051 $3.55M 0.4% -898 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; 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; 2026Q1: 88,204 shares 88,204 $3.48M 0.39% -5,506 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: 22,341 shares; 2024Q4: 23,420 shares; 2025Q1: 19,756 shares; 2025Q2: 19,796 shares; 2025Q3: 19,592 shares; 2025Q4: 20,303 shares; 2026Q1: 20,135 shares 20,135 $3.42M 0.38% -168 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; 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; 2026Q1: 93,915 shares 93,915 $3.01M 0.34% +595 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; 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; 2026Q1: 81,752 shares 81,752 $2.69M 0.3% -134 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 45,575 shares 45,575 $2.6M 0.29% +841 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; 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; 2026Q1: 59,413 shares 59,413 $2.59M 0.29% -2,652 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; 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; 2026Q1: 101,050 shares 101,050 $2.5M 0.28% -662 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: 16,070 shares; 2024Q4: 17,247 shares; 2025Q1: 17,742 shares; 2025Q2: 16,103 shares; 2025Q3: 15,838 shares; 2025Q4: 15,648 shares; 2026Q1: 15,576 shares 15,576 $2.42M 0.27% -72 Timeline UAMY UNITED STATES ANTIMONY CORP More: the full row for UNITED STATES ANTIMONY CORP 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: 248,031 shares 248,031 $2.17M 0.24% new 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: 3,814 shares; 2024Q4: not reported; 2025Q1: 3,916 shares; 2025Q2: 10,098 shares; 2025Q3: 14,173 shares; 2025Q4: 36,524 shares; 2026Q1: 40,419 shares 40,419 $2.12M 0.24% +3,895 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: 5,457 shares; 2024Q4: 8,830 shares; 2025Q1: 8,253 shares; 2025Q2: 6,064 shares; 2025Q3: 6,138 shares; 2025Q4: 6,241 shares; 2026Q1: 7,159 shares 7,159 $2.11M 0.24% +918 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; 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; 2026Q1: 6,221 shares 6,221 $2.1M 0.24% +1,028 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: 14,081 shares; 2024Q4: 14,567 shares; 2025Q1: 13,587 shares; 2025Q2: 13,487 shares; 2025Q3: 13,456 shares; 2025Q4: 13,665 shares; 2026Q1: 13,805 shares 13,805 $2.02M 0.23% +140 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: 1,350 shares; 2024Q4: 1,350 shares; 2025Q1: 1,351 shares; 2025Q2: 1,350 shares; 2025Q3: 1,350 shares; 2025Q4: 4,053 shares; 2026Q1: 4,078 shares 4,078 $1.94M 0.22% +25 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,199 shares; 2024Q4: 5,587 shares; 2025Q1: 5,811 shares; 2025Q2: 5,757 shares; 2025Q3: 5,732 shares; 2025Q4: 6,202 shares; 2026Q1: 4,924 shares 4,924 $1.83M 0.21% -1,278 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: 4,336 shares; 2024Q4: 4,257 shares; 2025Q1: 4,822 shares; 2025Q2: 4,424 shares; 2025Q3: 4,441 shares; 2025Q4: 5,334 shares; 2026Q1: 6,142 shares 6,142 $1.76M 0.2% +808 Timeline IEFA 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: 21,957 shares; 2024Q4: 20,816 shares; 2025Q1: 19,480 shares; 2025Q2: 19,528 shares; 2025Q3: 19,522 shares; 2025Q4: 19,379 shares; 2026Q1: 18,983 shares 18,983 $1.72M 0.19% -396 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: 8,607 shares; 2024Q4: 10,895 shares; 2025Q1: 11,263 shares; 2025Q2: 9,751 shares; 2025Q3: 10,044 shares; 2025Q4: 11,125 shares; 2026Q1: 13,816 shares 13,816 $1.72M 0.19% +2,691 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: 43,749 shares; 2024Q4: 38,026 shares; 2025Q1: 46,308 shares; 2025Q2: 39,498 shares; 2025Q3: 37,982 shares; 2025Q4: 35,779 shares; 2026Q1: 21,046 shares 21,046 $1.65M 0.19% -14,733 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; 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; 2026Q1: 17,487 shares 17,487 $1.64M 0.19% +53 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: 3,685 shares; 2024Q4: 4,950 shares; 2025Q1: 4,653 shares; 2025Q2: 3,874 shares; 2025Q3: 4,071 shares; 2025Q4: 4,515 shares; 2026Q1: 6,185 shares 6,185 $1.51M 0.17% +1,670 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,149 shares; 2025Q4: 16,149 shares; 2026Q1: 16,149 shares 16,149 $1.49M 0.17% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,380 shares; 2025Q4: 31,666 shares; 2026Q1: 31,738 shares 31,738 $1.49M 0.17% +72 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,024 shares; 2024Q4: 1,775 shares; 2025Q1: 1,970 shares; 2025Q2: 1,783 shares; 2025Q3: 1,455 shares; 2025Q4: 1,747 shares; 2026Q1: 2,597 shares 2,597 $1.49M 0.17% +850 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: 34,169 shares; 2024Q4: 34,177 shares; 2025Q1: 34,184 shares; 2025Q2: 34,191 shares; 2025Q3: 38,198 shares; 2025Q4: 50,961 shares; 2026Q1: 51,643 shares 51,643 $1.4M 0.16% +682 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; 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; 2026Q1: 92,233 shares 92,233 $1.39M 0.16% +169 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; 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; 2026Q1: 39,672 shares 39,672 $1.29M 0.14% +2,760 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: 2,341 shares; 2024Q4: 2,391 shares; 2025Q1: 2,526 shares; 2025Q2: 2,506 shares; 2025Q3: 2,537 shares; 2025Q4: 2,639 shares; 2026Q1: 2,567 shares 2,567 $1.28M 0.14% -72 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; 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; 2026Q1: 14,104 shares 14,104 $1.27M 0.14% +1,549 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 821 shares; 2025Q1: 765 shares; 2025Q2: 752 shares; 2025Q3: 802 shares; 2025Q4: 1,570 shares; 2026Q1: 1,372 shares 1,372 $1.2M 0.13% -198 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: 4,584 shares; 2024Q4: 4,648 shares; 2025Q1: 4,453 shares; 2025Q2: 5,049 shares; 2025Q3: 4,417 shares; 2025Q4: 4,590 shares; 2026Q1: 4,794 shares 4,794 $1.16M 0.13% +204 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 73,039 shares 73,039 $1.14M 0.13% 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; 2024Q2: restricted; 2024Q3: 866 shares; 2024Q4: 897 shares; 2025Q1: 902 shares; 2025Q2: 943 shares; 2025Q3: 946 shares; 2025Q4: 930 shares; 2026Q1: 1,126 shares 1,126 $1.12M 0.13% +196 Timeline NBHC NATIONAL BK HLDGS CORP More: the full row for NATIONAL BK HLDGS CORP 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: 28,191 shares 28,191 $1.1M 0.12% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 11,480 shares 11,480 $1.1M 0.12% +900 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,550 shares; 2026Q1: 21,817 shares 21,817 $1.09M 0.12% +3,267 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: 430 shares; 2024Q4: 632 shares; 2025Q1: 701 shares; 2025Q2: 592 shares; 2025Q3: 655 shares; 2025Q4: 915 shares; 2026Q1: 1,184 shares 1,184 $1.09M 0.12% +269 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: 3,390 shares; 2024Q4: 4,412 shares; 2025Q1: 4,924 shares; 2025Q2: 4,334 shares; 2025Q3: 4,760 shares; 2025Q4: 4,380 shares; 2026Q1: 5,165 shares 5,165 $1.07M 0.12% +785 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; 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; 2026Q1: 22,437 shares 22,437 $1.02M 0.12% +6 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: 7,276 shares; 2024Q4: 7,260 shares; 2025Q1: 6,552 shares; 2025Q2: 7,112 shares; 2025Q3: 7,107 shares; 2025Q4: 7,807 shares; 2026Q1: 8,473 shares 8,473 $1.02M 0.11% +666 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; 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; 2026Q1: 10,863 shares 10,863 $995K 0.11% -31,229 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,473 shares 3,473 $986K 0.11% -850 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; 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; 2026Q1: 2,287 shares 2,287 $984K 0.11% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 12,054 shares 12,054 $917K 0.1% +3,725 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: 3,647 shares; 2024Q4: 3,760 shares; 2025Q1: 2,845 shares; 2025Q2: 2,965 shares; 2025Q3: 3,038 shares; 2025Q4: 3,245 shares; 2026Q1: 4,177 shares 4,177 $909K 0.1% +932 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; 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; 2026Q1: 42,899 shares 42,899 $907K 0.1% +942 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: 3,994 shares; 2024Q4: 3,813 shares; 2025Q1: 4,566 shares; 2025Q2: 4,691 shares; 2025Q3: 4,781 shares; 2025Q4: 4,998 shares; 2026Q1: 5,456 shares 5,456 $902K 0.1% +458 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; 2024Q2: restricted; 2024Q3: 833 shares; 2024Q4: 834 shares; 2025Q1: 836 shares; 2025Q2: 838 shares; 2025Q3: 839 shares; 2025Q4: 841 shares; 2026Q1: 842 shares 842 $890K 0.1% +1 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: 8,844 shares; 2024Q4: 10,162 shares; 2025Q1: 10,115 shares; 2025Q2: 8,968 shares; 2025Q3: 9,042 shares; 2025Q4: 10,661 shares; 2026Q1: 11,411 shares 11,411 $885K 0.1% +750 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; 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; 2026Q1: 22,907 shares 22,907 $861K 0.1% +181 Timeline IJH 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: 8,873 shares; 2024Q4: 47,528 shares; 2025Q1: 47,548 shares; 2025Q2: 8,933 shares; 2025Q3: 8,952 shares; 2025Q4: 8,974 shares; 2026Q1: 12,697 shares 12,697 $857K 0.1% +3,723 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; 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; 2026Q1: 2,176 shares 2,176 $850K 0.1% +292 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,200 shares; 2025Q2: 10,125 shares; 2025Q3: 10,125 shares; 2025Q4: 20,250 shares; 2026Q1: 20,250 shares 20,250 $844K 0.1% 0 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: 921 shares; 2024Q4: 1,971 shares; 2025Q1: 1,848 shares; 2025Q2: 1,469 shares; 2025Q3: 1,515 shares; 2025Q4: 1,851 shares; 2026Q1: 2,767 shares 2,767 $836K 0.09% +916 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,861 shares 2,861 $822K 0.09% new Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 11,705 shares 11,705 $816K 0.09% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 90,060 shares; 2026Q1: 90,060 shares 90,060 $810K 0.09% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,223 shares; 2025Q1: 1,225 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,067 shares 3,067 $803K 0.09% new 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: 1,786 shares; 2024Q4: 1,797 shares; 2025Q1: 1,801 shares; 2025Q2: 1,110 shares; 2025Q3: 1,127 shares; 2025Q4: 1,143 shares; 2026Q1: 1,170 shares 1,170 $798K 0.09% +27 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,452 shares 10,452 $785K 0.09% new 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: 6,788 shares; 2024Q4: 7,582 shares; 2025Q1: 7,686 shares; 2025Q2: 8,303 shares; 2025Q3: 8,508 shares; 2025Q4: 9,385 shares; 2026Q1: 16,050 shares 16,050 $782K 0.09% +6,665 Timeline VCIT 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,447 shares 9,447 $782K 0.09% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,879 shares; 2025Q3: 1,881 shares; 2025Q4: 2,119 shares; 2026Q1: 2,253 shares 2,253 $761K 0.09% +134 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; 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; 2026Q1: 74,468 shares 74,468 $747K 0.08% +1,747 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: 2,098 shares; 2024Q4: 2,780 shares; 2025Q1: 2,621 shares; 2025Q2: 1,861 shares; 2025Q3: 1,824 shares; 2025Q4: 1,936 shares; 2026Q1: 2,057 shares 2,057 $724K 0.08% +121 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.08% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 4,344 shares 4,344 $715K 0.08% +765 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,224 shares; 2025Q1: not reported; 2025Q2: 885 shares; 2025Q3: 891 shares; 2025Q4: 894 shares; 2026Q1: 1,857 shares 1,857 $712K 0.08% +963 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 5,270 shares 5,270 $696K 0.08% +1,953 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; 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; 2026Q1: 12,478 shares 12,478 $693K 0.08% +85 Timeline ESGU 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: 4,710 shares; 2024Q4: 4,718 shares; 2025Q1: 4,730 shares; 2025Q2: 4,745 shares; 2025Q3: 4,756 shares; 2025Q4: 4,765 shares; 2026Q1: 4,777 shares 4,777 $676K 0.08% +12 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; 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; 2026Q1: 7,010 shares 7,010 $651K 0.07% +2,431 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: 1,604 shares; 2024Q4: 1,815 shares; 2025Q1: 1,648 shares; 2025Q2: 1,693 shares; 2025Q3: 1,773 shares; 2025Q4: 1,831 shares; 2026Q1: 1,954 shares 1,954 $643K 0.07% +123 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; 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; 2026Q1: 43,815 shares 43,815 $634K 0.07% 0 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; 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; 2026Q1: 9,445 shares 9,445 $623K 0.07% +745 Timeline EEM 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: 10,830 shares 10,830 $615K 0.07% new Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,675 shares; 2025Q1: 22,680 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,517 shares 9,517 $610K 0.07% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION 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: 1,265 shares; 2025Q4: 1,438 shares; 2026Q1: 3,130 shares 3,130 $604K 0.07% +1,692 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; 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; 2026Q1: 6,061 shares 6,061 $600K 0.07% +49 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; 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; 2026Q1: 8,277 shares 8,277 $595K 0.07% +1,914 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; 2024Q2: restricted; 2024Q3: 130 shares; 2024Q4: 131 shares; 2025Q1: 134 shares; 2025Q2: 139 shares; 2025Q3: 138 shares; 2025Q4: 140 shares; 2026Q1: 140 shares 140 $589K 0.07% 0 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 7,517 shares; 2026Q1: 7,500 shares 7,500 $581K 0.07% -17 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; 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; 2026Q1: 80,000 shares 80,000 $564K 0.06% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,102 shares; 2024Q4: 1,784 shares; 2025Q1: 1,111 shares; 2025Q2: 947 shares; 2025Q3: 999 shares; 2025Q4: 984 shares; 2026Q1: 944 shares 944 $564K 0.06% -40 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; 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; 2026Q1: 104,926 shares 104,926 $540K 0.06% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,009 shares; 2024Q4: 4,013 shares; 2025Q1: 4,720 shares; 2025Q2: 4,724 shares; 2025Q3: 4,729 shares; 2025Q4: 4,733 shares; 2026Q1: 4,736 shares 4,736 $536K 0.06% +3 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; 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; 2026Q1: 1,841 shares 1,841 $528K 0.06% +16 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; 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; 2026Q1: 3,360 shares 3,360 $522K 0.06% +598 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; 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; 2026Q1: 6,752 shares 6,752 $518K 0.06% +355 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; 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; 2026Q1: 2,178 shares 2,178 $517K 0.06% +56 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; 2024Q2: restricted; 2024Q3: 805 shares; 2024Q4: 837 shares; 2025Q1: 870 shares; 2025Q2: 883 shares; 2025Q3: 818 shares; 2025Q4: 973 shares; 2026Q1: 1,122 shares 1,122 $517K 0.06% +149 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: not reported; 2024Q4: not reported; 2025Q1: 2,852 shares; 2025Q2: 2,662 shares; 2025Q3: 2,843 shares; 2025Q4: 3,488 shares; 2026Q1: 6,466 shares 6,466 $515K 0.06% +2,978 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,490 shares; 2025Q1: not reported; 2025Q2: 1,663 shares; 2025Q3: 1,689 shares; 2025Q4: 1,686 shares; 2026Q1: 3,102 shares 3,102 $514K 0.06% +1,416 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; 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; 2026Q1: 11,194 shares 11,194 $510K 0.06% 0 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; 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; 2026Q1: 6,085 shares 6,085 $492K 0.06% 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: 2,365 shares; 2024Q4: 4,901 shares; 2025Q1: 4,980 shares; 2025Q2: 2,581 shares; 2025Q3: 2,020 shares; 2025Q4: 2,439 shares; 2026Q1: 2,434 shares 2,434 $472K 0.05% -5 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,999 shares; 2024Q4: 6,958 shares; 2025Q1: 6,831 shares; 2025Q2: 6,647 shares; 2025Q3: 5,939 shares; 2025Q4: 4,873 shares; 2026Q1: 5,653 shares 5,653 $467K 0.05% +780 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: 1,499 shares; 2024Q4: 1,569 shares; 2025Q1: 1,410 shares; 2025Q2: 1,410 shares; 2025Q3: 1,411 shares; 2025Q4: 3,507 shares; 2026Q1: 3,507 shares 3,507 $466K 0.05% 0 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; 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; 2026Q1: 11,179 shares 11,179 $460K 0.05% +232 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; 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; 2026Q1: 1,495 shares 1,495 $452K 0.05% +39 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 498 shares; 2025Q4: 558 shares; 2026Q1: 632 shares 632 $447K 0.05% +74 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,296 shares; 2025Q4: 16,003 shares; 2026Q1: 15,171 shares 15,171 $440K 0.05% -832 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 9,617 shares 9,617 $424K 0.05% -2,760 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; 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; 2026Q1: 4,486 shares 4,486 $424K 0.05% -626 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; 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; 2026Q1: 9,690 shares 9,690 $423K 0.05% +1,390 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,332 shares; 2024Q4: 3,256 shares; 2025Q1: 3,243 shares; 2025Q2: 3,383 shares; 2025Q3: 3,382 shares; 2025Q4: 6,803 shares; 2026Q1: 6,829 shares 6,829 $418K 0.05% +26 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; 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; 2026Q1: 8,000 shares 8,000 $416K 0.05% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC 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: 832 shares 832 $412K 0.05% new 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; 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; 2026Q1: 4,590 shares 4,590 $405K 0.05% -1,762 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,783 shares; 2025Q4: 9,415 shares; 2026Q1: 9,498 shares 9,498 $402K 0.05% +83 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,495 shares; 2025Q4: 8,306 shares; 2026Q1: 8,322 shares 8,322 $402K 0.05% +16 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: 5,720 shares; 2024Q4: 6,148 shares; 2025Q1: not reported; 2025Q2: 5,274 shares; 2025Q3: 5,308 shares; 2025Q4: 8,131 shares; 2026Q1: 7,931 shares 7,931 $398K 0.04% -200 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; 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; 2026Q1: 8,482 shares 8,482 $395K 0.04% +58 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; 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; 2026Q1: 4,001 shares 4,001 $394K 0.04% +142 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: 1,032 shares; 2024Q4: 2,188 shares; 2025Q1: 2,225 shares; 2025Q2: 2,174 shares; 2025Q3: 2,241 shares; 2025Q4: 2,211 shares; 2026Q1: 2,398 shares 2,398 $384K 0.04% +187 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,876 shares; 2025Q4: 2,443 shares; 2026Q1: 2,315 shares 2,315 $380K 0.04% -128 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,999 shares 1,999 $373K 0.04% +378 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; 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; 2026Q1: 3,767 shares 3,767 $371K 0.04% -4 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,836 shares; 2025Q2: 3,336 shares; 2025Q3: 3,346 shares; 2025Q4: 3,351 shares; 2026Q1: 3,388 shares 3,388 $371K 0.04% +37 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; 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; 2026Q1: 1,862 shares 1,862 $367K 0.04% +29 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: 334 shares; 2024Q4: 766 shares; 2025Q1: 671 shares; 2025Q2: not reported; 2025Q3: 498 shares; 2025Q4: 550 shares; 2026Q1: 725 shares 725 $356K 0.04% +175 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,085 shares; 2024Q4: 6,153 shares; 2025Q1: 6,153 shares; 2025Q2: 3,896 shares; 2025Q3: 3,896 shares; 2025Q4: 3,723 shares; 2026Q1: 3,845 shares 3,845 $353K 0.04% +122 Timeline OSTX OS THERAPIES INCORPORATED More: the full row for OS THERAPIES INCORPORATED 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: 245,436 shares 245,436 $346K 0.04% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 358 shares; 2025Q1: 368 shares; 2025Q2: 368 shares; 2025Q3: 368 shares; 2025Q4: 368 shares; 2026Q1: 389 shares 389 $329K 0.04% +21 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 5,120 shares 5,120 $326K 0.04% +120 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,454 shares; 2026Q1: 1,568 shares 1,568 $319K 0.04% +114 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,445 shares; 2025Q4: 1,355 shares; 2026Q1: 1,545 shares 1,545 $314K 0.04% +190 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; 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; 2026Q1: 4,747 shares 4,747 $313K 0.04% -26 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW 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: 1,960 shares 1,960 $313K 0.04% 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; 2024Q2: restricted; 2024Q3: 13,221 shares; 2024Q4: 11,922 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,788 shares; 2026Q1: 11,089 shares 11,089 $311K 0.04% +301 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: not reported; 2024Q4: not reported; 2025Q1: 892 shares; 2025Q2: 909 shares; 2025Q3: 906 shares; 2025Q4: 1,106 shares; 2026Q1: 1,267 shares 1,267 $307K 0.03% +161 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; 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; 2026Q1: 2,446 shares 2,446 $307K 0.03% 0 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; 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; 2026Q1: 2,084 shares 2,084 $301K 0.03% +476 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; 2024Q2: restricted; 2024Q3: 573 shares; 2024Q4: 575 shares; 2025Q1: 576 shares; 2025Q2: 416 shares; 2025Q3: 416 shares; 2025Q4: 469 shares; 2026Q1: 430 shares 430 $300K 0.03% -39 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; 2024Q2: restricted; 2024Q3: 731 shares; 2024Q4: 742 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 432 shares; 2025Q4: 459 shares; 2026Q1: 492 shares 492 $297K 0.03% +33 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,883 shares 1,883 $296K 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; 2024Q2: restricted; 2024Q3: 1,707 shares; 2024Q4: 1,849 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,787 shares; 2026Q1: 2,045 shares 2,045 $296K 0.03% -742 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP 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: 2,393 shares; 2025Q4: 2,528 shares; 2026Q1: 2,678 shares 2,678 $290K 0.03% +150 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; 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; 2026Q1: 4,213 shares 4,213 $287K 0.03% -1,318 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 826 shares 826 $282K 0.03% new 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: not reported; 2024Q4: 2,211 shares; 2025Q1: 2,347 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,152 shares 2,152 $282K 0.03% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,308 shares 1,308 $279K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 758 shares; 2026Q1: 898 shares 898 $279K 0.03% +140 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,173 shares; 2026Q1: 1,509 shares 1,509 $275K 0.03% +336 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,883 shares; 2026Q1: 2,883 shares 2,883 $275K 0.03% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,461 shares; 2025Q3: 1,731 shares; 2025Q4: 1,705 shares; 2026Q1: 1,865 shares 1,865 $274K 0.03% +160 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,579 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,430 shares; 2025Q3: 3,430 shares; 2025Q4: 3,481 shares; 2026Q1: 3,481 shares 3,481 $274K 0.03% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,216 shares; 2024Q4: 2,225 shares; 2025Q1: 2,230 shares; 2025Q2: 1,961 shares; 2025Q3: 1,893 shares; 2025Q4: 1,858 shares; 2026Q1: 1,327 shares 1,327 $273K 0.03% -531 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,992 shares 1,992 $263K 0.03% new Timeline AGG 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: 7,057 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,418 shares; 2026Q1: 2,645 shares 2,645 $263K 0.03% -1,773 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,756 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,515 shares 1,515 $261K 0.03% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,056 shares; 2026Q1: 2,690 shares 2,690 $259K 0.03% +634 Timeline MSOX ADVISORSHARES TR More: the full row for ADVISORSHARES 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: 30,000 shares; 2026Q1: 120,000 shares 120,000 $258K 0.03% +90,000 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 643 shares; 2024Q4: 644 shares; 2025Q1: 645 shares; 2025Q2: 649 shares; 2025Q3: 646 shares; 2025Q4: 603 shares; 2026Q1: 603 shares 603 $257K 0.03% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,200 shares 1,200 $256K 0.03% new Timeline C CITIGROUP INC More: the full row for CITIGROUP 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: 2,258 shares 2,258 $256K 0.03% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 748 shares; 2026Q1: 862 shares 862 $251K 0.03% +114 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 821 shares; 2026Q1: 849 shares 849 $251K 0.03% +28 Timeline BA BOEING CO More: the full row for BOEING CO 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: 1,004 shares; 2025Q3: 1,014 shares; 2025Q4: 1,179 shares; 2026Q1: 1,259 shares 1,259 $251K 0.03% +80 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,532 shares; 2026Q1: 4,006 shares 4,006 $248K 0.03% +474 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 256 shares 256 $246K 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,954 shares; 2025Q2: 2,159 shares; 2025Q3: 2,160 shares; 2025Q4: 2,141 shares; 2026Q1: 2,340 shares 2,340 $240K 0.03% +199 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,310 shares; 2026Q1: 4,310 shares 4,310 $240K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 729 shares 729 $238K 0.03% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,866 shares 1,866 $236K 0.03% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,648 shares; 2026Q1: 2,361 shares 2,361 $231K 0.03% -287 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,989 shares 1,989 $229K 0.03% -580 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,770 shares 3,770 $229K 0.03% new Timeline NOG NORTHERN OIL & GAS INC More: the full row for NORTHERN OIL & GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,214 shares; 2024Q4: 8,295 shares; 2025Q1: 8,295 shares; 2025Q2: 8,214 shares; 2025Q3: 8,214 shares; 2025Q4: not reported; 2026Q1: 7,770 shares 7,770 $227K 0.03% new Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,090 shares; 2024Q4: 10,090 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,369 shares; 2026Q1: 6,369 shares 6,369 $226K 0.03% 0 Timeline OKLO OKLO INC More: the full row for OKLO 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: 4,175 shares; 2025Q3: 4,333 shares; 2025Q4: 4,042 shares; 2026Q1: 4,524 shares 4,524 $224K 0.03% +482 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: 375 shares; 2024Q4: 408 shares; 2025Q1: 498 shares; 2025Q2: not reported; 2025Q3: 615 shares; 2025Q4: 772 shares; 2026Q1: 813 shares 813 $220K 0.02% +41 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,559 shares 1,559 $217K 0.02% new 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: 2,038 shares; 2025Q3: 2,028 shares; 2025Q4: 2,028 shares; 2026Q1: 2,662 shares 2,662 $213K 0.02% +634 Timeline ESGD 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: 2,596 shares; 2024Q4: not reported; 2025Q1: 2,474 shares; 2025Q2: not reported; 2025Q3: 2,204 shares; 2025Q4: 2,226 shares; 2026Q1: 2,226 shares 2,226 $213K 0.02% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW 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: 8,120 shares 8,120 $212K 0.02% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,318 shares; 2024Q4: 1,360 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 907 shares 907 $205K 0.02% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL 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: 3,516 shares 3,516 $203K 0.02% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,291 shares; 2025Q4: 4,099 shares; 2026Q1: 4,099 shares 4,099 $202K 0.02% 0 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; 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; 2026Q1: 11,850 shares 11,850 $202K 0.02% 0 Timeline STHO STAR HLDGS More: the full row for STAR HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 26,629 shares 26,629 $202K 0.02% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,741 shares; 2025Q3: 28,741 shares; 2025Q4: 28,741 shares; 2026Q1: 28,741 shares 28,741 $95.1K 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares; 2026Q1: 30,000 shares 30,000 $92.4K 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,500 shares; 2025Q3: 12,500 shares; 2025Q4: 12,500 shares; 2026Q1: 12,500 shares 12,500 $23.4K <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; 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; 2026Q1: 10,000 shares 10,000 $12.8K <0.01% 0 Timeline