ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,945,199 shares; 2024Q3: 1,964,131 shares; 2024Q4: 1,956,548 shares; 2025Q1: 2,098,619 shares; 2025Q2: 2,099,789 shares; 2025Q3: 2,117,392 shares; 2025Q4: 2,104,897 shares 2,104,897 $48.9M 8.37% -12,495 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: 92,635 shares; 2024Q3: 89,249 shares; 2024Q4: 91,481 shares; 2025Q1: 92,646 shares; 2025Q2: 93,944 shares; 2025Q3: 92,414 shares; 2025Q4: 92,056 shares 92,056 $28.9M 4.95% -358 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: 78,181 shares; 2024Q3: 78,113 shares; 2024Q4: 74,629 shares; 2025Q1: 73,546 shares; 2025Q2: 80,526 shares; 2025Q3: 82,155 shares; 2025Q4: 81,327 shares 81,327 $22.1M 3.79% -828 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: 38,149 shares; 2024Q3: 39,587 shares; 2024Q4: 40,852 shares; 2025Q1: 40,237 shares; 2025Q2: 41,306 shares; 2025Q3: 40,944 shares; 2025Q4: 40,690 shares 40,690 $19.7M 3.37% -254 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: 24,228 shares; 2024Q3: 22,599 shares; 2024Q4: 22,205 shares; 2025Q1: 22,727 shares; 2025Q2: 22,617 shares; 2025Q3: 22,486 shares; 2025Q4: 22,858 shares 22,858 $15.7M 2.68% +372 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 198,998 shares; 2024Q3: 195,263 shares; 2024Q4: 187,025 shares; 2025Q1: 189,676 shares; 2025Q2: 184,708 shares; 2025Q3: 185,258 shares; 2025Q4: 185,690 shares 185,690 $11.2M 1.91% +432 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: 25,529 shares; 2024Q3: 40,346 shares; 2024Q4: 40,915 shares; 2025Q1: 43,566 shares; 2025Q2: 46,313 shares; 2025Q3: 46,205 shares; 2025Q4: 45,970 shares 45,970 $10.6M 1.82% -235 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 65,932 shares; 2024Q3: 70,276 shares; 2024Q4: 69,746 shares; 2025Q1: 68,128 shares; 2025Q2: 71,291 shares; 2025Q3: 69,699 shares; 2025Q4: 69,754 shares 69,754 $10.1M 1.73% +55 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: 105,033 shares; 2024Q3: 100,795 shares; 2024Q4: 100,919 shares; 2025Q1: 104,983 shares; 2025Q2: 107,563 shares; 2025Q3: 105,119 shares; 2025Q4: 105,297 shares 105,297 $9.42M 1.61% +178 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: 14,226 shares; 2024Q3: 14,947 shares; 2024Q4: 14,901 shares; 2025Q1: 14,722 shares; 2025Q2: 14,646 shares; 2025Q3: 14,173 shares; 2025Q4: 14,167 shares 14,167 $9.35M 1.6% -6 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: 66,992 shares; 2024Q3: 66,807 shares; 2024Q4: 66,882 shares; 2025Q1: 65,772 shares; 2025Q2: 81,923 shares; 2025Q3: 87,600 shares; 2025Q4: 126,287 shares 126,287 $9.28M 1.59% +38,687 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: 12,585 shares; 2024Q3: 12,700 shares; 2024Q4: 12,639 shares; 2025Q1: 13,126 shares; 2025Q2: 14,115 shares; 2025Q3: 14,316 shares; 2025Q4: 14,218 shares 14,218 $8.73M 1.5% -98 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: 7,964 shares; 2024Q3: 7,965 shares; 2024Q4: 7,965 shares; 2025Q1: 8,462 shares; 2025Q2: 9,272 shares; 2025Q3: 13,416 shares; 2025Q4: 12,780 shares 12,780 $8.72M 1.49% -636 Timeline REPX RILEY EXPLORATION PERMIAN IN More: the full row for RILEY EXPLORATION PERMIAN IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 417,008 shares; 2024Q3: 390,008 shares; 2024Q4: 394,796 shares; 2025Q1: 369,060 shares; 2025Q2: 346,039 shares; 2025Q3: 337,039 shares; 2025Q4: 323,078 shares 323,078 $8.53M 1.46% -13,961 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: 34,150 shares; 2024Q3: 34,150 shares; 2024Q4: 35,947 shares; 2025Q1: 35,511 shares; 2025Q2: 35,764 shares; 2025Q3: 35,341 shares; 2025Q4: 35,305 shares 35,305 $8.07M 1.38% -36 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: 211,839 shares; 2024Q3: 214,780 shares; 2024Q4: 215,563 shares; 2025Q1: 207,573 shares; 2025Q2: 238,489 shares; 2025Q3: 246,887 shares; 2025Q4: 246,142 shares 246,142 $7.89M 1.35% -745 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: 86,972 shares; 2024Q3: 85,866 shares; 2024Q4: 86,375 shares; 2025Q1: 64,213 shares; 2025Q2: 64,584 shares; 2025Q3: 65,060 shares; 2025Q4: 68,474 shares 68,474 $7.63M 1.31% +3,414 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: 41,472 shares; 2024Q3: 42,711 shares; 2024Q4: 42,544 shares; 2025Q1: 41,592 shares; 2025Q2: 42,367 shares; 2025Q3: 41,643 shares; 2025Q4: 41,545 shares 41,545 $7.62M 1.3% -98 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 59,641 shares; 2024Q3: 62,830 shares; 2024Q4: 63,705 shares; 2025Q1: 60,452 shares; 2025Q2: 64,194 shares; 2025Q3: 64,169 shares; 2025Q4: 63,551 shares 63,551 $7.42M 1.27% -618 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: 77,111 shares; 2024Q3: 75,058 shares; 2024Q4: 73,095 shares; 2025Q1: 73,197 shares; 2025Q2: 73,751 shares; 2025Q3: 73,678 shares; 2025Q4: 70,548 shares 70,548 $7.05M 1.21% -3,130 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: 25,186 shares; 2024Q3: 25,098 shares; 2024Q4: 25,079 shares; 2025Q1: 24,110 shares; 2025Q2: 24,311 shares; 2025Q3: 23,803 shares; 2025Q4: 23,640 shares 23,640 $7M 1.2% -163 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: 21,313 shares; 2024Q3: 22,533 shares; 2024Q4: 22,939 shares; 2025Q1: 22,562 shares; 2025Q2: 23,393 shares; 2025Q3: 22,456 shares; 2025Q4: 21,829 shares 21,829 $6.63M 1.14% -627 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: 52,591 shares; 2024Q3: 50,711 shares; 2024Q4: 50,762 shares; 2025Q1: 52,873 shares; 2025Q2: 55,973 shares; 2025Q3: 62,729 shares; 2025Q4: 62,846 shares 62,846 $6.62M 1.13% +117 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: 56,103 shares; 2024Q3: 54,648 shares; 2024Q4: 50,817 shares; 2025Q1: 51,069 shares; 2025Q2: 48,513 shares; 2025Q3: 49,131 shares; 2025Q4: 49,942 shares 49,942 $6.16M 1.05% +811 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 215,314 shares; 2024Q3: 218,258 shares; 2024Q4: 216,396 shares; 2025Q1: 219,265 shares; 2025Q2: 222,396 shares; 2025Q3: 225,268 shares; 2025Q4: 223,486 shares 223,486 $6.14M 1.05% -1,782 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 115,931 shares; 2024Q3: 110,352 shares; 2024Q4: 109,950 shares; 2025Q1: 114,366 shares; 2025Q2: 117,023 shares; 2025Q3: 111,574 shares; 2025Q4: 111,951 shares 111,951 $6.02M 1.03% +377 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 70,191 shares; 2024Q3: 73,054 shares; 2024Q4: 72,397 shares; 2025Q1: 71,086 shares; 2025Q2: 71,554 shares; 2025Q3: 70,671 shares; 2025Q4: 68,357 shares 68,357 $5.96M 1.02% -2,314 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: 36,536 shares; 2024Q3: 36,381 shares; 2024Q4: 36,725 shares; 2025Q1: 37,334 shares; 2025Q2: 39,646 shares; 2025Q3: 40,856 shares; 2025Q4: 40,681 shares 40,681 $5.84M 1% -175 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: 82,123 shares; 2024Q3: 79,751 shares; 2024Q4: 78,641 shares; 2025Q1: 78,946 shares; 2025Q2: 79,836 shares; 2025Q3: 77,810 shares; 2025Q4: 78,117 shares 78,117 $5.46M 0.94% +307 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 42,435 shares; 2024Q3: 44,524 shares; 2024Q4: 45,353 shares; 2025Q1: 44,517 shares; 2025Q2: 46,052 shares; 2025Q3: 45,573 shares; 2025Q4: 43,566 shares 43,566 $5.11M 0.87% -2,007 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: 50,986 shares; 2024Q3: 50,944 shares; 2024Q4: 51,291 shares; 2025Q1: 51,878 shares; 2025Q2: 55,989 shares; 2025Q3: 53,913 shares; 2025Q4: 54,167 shares 54,167 $5.05M 0.86% +254 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: 10,021 shares; 2024Q3: 10,324 shares; 2024Q4: 10,048 shares; 2025Q1: 10,419 shares; 2025Q2: 10,753 shares; 2025Q3: 10,530 shares; 2025Q4: 10,417 shares 10,417 $5.04M 0.86% -113 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: 14,407 shares; 2024Q3: 14,633 shares; 2024Q4: 14,533 shares; 2025Q1: 14,567 shares; 2025Q2: 14,581 shares; 2025Q3: 14,479 shares; 2025Q4: 14,350 shares 14,350 $4.62M 0.79% -129 Timeline IVE 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: 20,747 shares; 2024Q3: 20,598 shares; 2024Q4: 20,579 shares; 2025Q1: 20,782 shares; 2025Q2: 20,345 shares; 2025Q3: 20,651 shares; 2025Q4: 21,129 shares 21,129 $4.48M 0.77% +478 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50,906 shares; 2025Q2: 52,173 shares; 2025Q3: 52,431 shares; 2025Q4: 51,944 shares 51,944 $4.24M 0.73% -487 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: 55,729 shares; 2024Q3: 55,729 shares; 2024Q4: 67,729 shares; 2025Q1: 64,829 shares; 2025Q2: 64,829 shares; 2025Q3: 64,829 shares; 2025Q4: 64,669 shares 64,669 $4.17M 0.71% -160 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 30,294 shares; 2024Q3: 32,373 shares; 2024Q4: 34,574 shares; 2025Q1: 34,093 shares; 2025Q2: 34,696 shares; 2025Q3: 33,238 shares; 2025Q4: 33,235 shares 33,235 $4.08M 0.7% -3 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: 11,898 shares; 2024Q3: 12,860 shares; 2024Q4: 13,807 shares; 2025Q1: 14,000 shares; 2025Q2: 15,247 shares; 2025Q3: 16,396 shares; 2025Q4: 15,282 shares 15,282 $4.05M 0.69% -1,114 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 83,505 shares; 2024Q3: 90,630 shares; 2024Q4: 78,870 shares; 2025Q1: 84,651 shares; 2025Q2: 89,319 shares; 2025Q3: 88,421 shares; 2025Q4: 90,036 shares 90,036 $4.03M 0.69% +1,615 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: 8,443 shares; 2024Q3: 8,443 shares; 2024Q4: 8,443 shares; 2025Q1: 8,429 shares; 2025Q2: 8,429 shares; 2025Q3: 8,429 shares; 2025Q4: 8,429 shares 8,429 $3.99M 0.68% 0 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 57,517 shares; 2024Q3: 55,594 shares; 2024Q4: 58,591 shares; 2025Q1: 61,328 shares; 2025Q2: 65,188 shares; 2025Q3: 66,364 shares; 2025Q4: 63,922 shares 63,922 $3.95M 0.68% -2,442 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 83,582 shares; 2024Q3: 81,509 shares; 2024Q4: 85,788 shares; 2025Q1: 92,893 shares; 2025Q2: 110,811 shares; 2025Q3: 109,679 shares; 2025Q4: 109,557 shares 109,557 $3.8M 0.65% -122 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 30,270 shares; 2024Q3: 29,949 shares; 2024Q4: 32,378 shares; 2025Q1: 31,311 shares; 2025Q2: 32,603 shares; 2025Q3: 33,558 shares; 2025Q4: 32,672 shares 32,672 $3.61M 0.62% -886 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: 52,049 shares; 2024Q3: 57,105 shares; 2024Q4: 53,610 shares; 2025Q1: 56,424 shares; 2025Q2: 61,748 shares; 2025Q3: 62,390 shares; 2025Q4: 61,323 shares 61,323 $3.59M 0.62% -1,067 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 44,384 shares; 2024Q3: 44,022 shares; 2024Q4: 43,478 shares; 2025Q1: 50,458 shares; 2025Q2: 53,056 shares; 2025Q3: 51,272 shares; 2025Q4: 77,150 shares 77,150 $3.54M 0.61% +25,878 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: 189,552 shares; 2024Q3: 201,537 shares; 2024Q4: 203,924 shares; 2025Q1: 194,196 shares; 2025Q2: 208,838 shares; 2025Q3: 223,592 shares; 2025Q4: 213,248 shares 213,248 $3.52M 0.6% -10,344 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: 61,068 shares; 2024Q3: 65,044 shares; 2024Q4: 64,068 shares; 2025Q1: 59,110 shares; 2025Q2: 60,067 shares; 2025Q3: 63,994 shares; 2025Q4: 65,407 shares 65,407 $3.49M 0.6% +1,413 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: 11,161 shares; 2024Q3: 12,682 shares; 2024Q4: 12,804 shares; 2025Q1: 11,216 shares; 2025Q2: 11,397 shares; 2025Q3: 11,208 shares; 2025Q4: 11,113 shares 11,113 $3.48M 0.6% -95 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: 148,485 shares; 2024Q3: 146,680 shares; 2024Q4: 146,267 shares; 2025Q1: 141,176 shares; 2025Q2: 141,483 shares; 2025Q3: 139,626 shares; 2025Q4: 138,378 shares 138,378 $3.44M 0.59% -1,248 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: 8,974 shares; 2024Q3: 9,220 shares; 2024Q4: 9,437 shares; 2025Q1: 9,588 shares; 2025Q2: 10,116 shares; 2025Q3: 9,691 shares; 2025Q4: 9,689 shares 9,689 $3.4M 0.58% -2 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: 11,003 shares; 2024Q3: 10,983 shares; 2024Q4: 11,358 shares; 2025Q1: 11,328 shares; 2025Q2: 10,998 shares; 2025Q3: 11,032 shares; 2025Q4: 11,115 shares 11,115 $3.4M 0.58% +83 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: 77,493 shares; 2024Q3: 78,409 shares; 2024Q4: 74,181 shares; 2025Q1: 74,830 shares; 2025Q2: 79,875 shares; 2025Q3: 83,695 shares; 2025Q4: 79,823 shares 79,823 $3.25M 0.56% -3,872 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: 8,920 shares; 2024Q3: 14,640 shares; 2024Q4: 18,492 shares; 2025Q1: 15,865 shares; 2025Q2: 18,024 shares; 2025Q3: 17,410 shares; 2025Q4: 17,041 shares 17,041 $3.18M 0.54% -369 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: 97,308 shares; 2024Q3: 103,775 shares; 2024Q4: 96,004 shares; 2025Q1: 103,835 shares; 2025Q2: 132,796 shares; 2025Q3: 142,891 shares; 2025Q4: 141,287 shares 141,287 $3.16M 0.54% -1,604 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 9,978 shares; 2024Q3: 9,805 shares; 2024Q4: 9,890 shares; 2025Q1: 10,443 shares; 2025Q2: 10,745 shares; 2025Q3: 10,664 shares; 2025Q4: 10,657 shares 10,657 $3.13M 0.54% -7 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,756 shares; 2025Q2: 19,530 shares; 2025Q3: 18,675 shares; 2025Q4: 18,720 shares 18,720 $3.03M 0.52% +45 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,035 shares; 2025Q3: 31,048 shares; 2025Q4: 30,867 shares 30,867 $3.02M 0.52% -181 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 26,880 shares; 2024Q3: 25,569 shares; 2024Q4: 92,969 shares; 2025Q1: 71,069 shares; 2025Q2: 71,069 shares; 2025Q3: 71,069 shares; 2025Q4: 70,950 shares 70,950 $3.01M 0.52% -119 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 37,432 shares; 2024Q3: 37,526 shares; 2024Q4: 39,259 shares; 2025Q1: 48,275 shares; 2025Q2: 63,807 shares; 2025Q3: 64,620 shares; 2025Q4: 64,163 shares 64,163 $2.96M 0.51% -457 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 25,808 shares; 2024Q3: 25,974 shares; 2024Q4: 26,507 shares; 2025Q1: 32,790 shares; 2025Q2: 42,447 shares; 2025Q3: 42,392 shares; 2025Q4: 42,472 shares 42,472 $2.95M 0.5% +80 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 53,502 shares; 2024Q3: 58,752 shares; 2024Q4: 61,100 shares; 2025Q1: 55,475 shares; 2025Q2: 56,538 shares; 2025Q3: 59,451 shares; 2025Q4: 61,573 shares 61,573 $2.95M 0.5% +2,122 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 608 shares; 2024Q3: 4,029 shares; 2024Q4: 3,892 shares; 2025Q1: 4,706 shares; 2025Q2: 4,868 shares; 2025Q3: 4,693 shares; 2025Q4: 4,691 shares 4,691 $2.92M 0.5% -2 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: 13,211 shares; 2024Q3: 13,063 shares; 2024Q4: 13,065 shares; 2025Q1: 13,067 shares; 2025Q2: 18,207 shares; 2025Q3: 18,801 shares; 2025Q4: 18,803 shares 18,803 $2.87M 0.49% +2 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 5,982 shares; 2024Q3: 5,865 shares; 2024Q4: 5,865 shares; 2025Q1: 5,865 shares; 2025Q2: 5,865 shares; 2025Q3: 5,865 shares; 2025Q4: 5,865 shares 5,865 $2.86M 0.49% 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: not reported; 2024Q3: 33,000 shares; 2024Q4: 33,000 shares; 2025Q1: 33,000 shares; 2025Q2: 33,000 shares; 2025Q3: 33,000 shares; 2025Q4: 33,000 shares 33,000 $2.82M 0.48% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 101,749 shares; 2024Q3: 104,016 shares; 2024Q4: 99,009 shares; 2025Q1: 110,837 shares; 2025Q2: 125,819 shares; 2025Q3: 122,864 shares; 2025Q4: 113,067 shares 113,067 $2.82M 0.48% -9,797 Timeline SCHB 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: 35,680 shares; 2024Q3: 35,685 shares; 2024Q4: 103,609 shares; 2025Q1: 103,417 shares; 2025Q2: 103,424 shares; 2025Q3: 103,431 shares; 2025Q4: 99,449 shares 99,449 $2.61M 0.45% -3,982 Timeline LAZ LAZARD INC More: the full row for LAZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 24,629 shares; 2024Q3: 33,072 shares; 2024Q4: 34,494 shares; 2025Q1: 36,229 shares; 2025Q2: 52,343 shares; 2025Q3: 54,571 shares; 2025Q4: 52,779 shares 52,779 $2.56M 0.44% -1,792 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: 18,419 shares; 2024Q3: 17,561 shares; 2024Q4: 17,768 shares; 2025Q1: 17,899 shares; 2025Q2: 18,344 shares; 2025Q3: 18,679 shares; 2025Q4: 17,246 shares 17,246 $2.53M 0.43% -1,433 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: 4,718 shares; 2024Q3: 5,223 shares; 2024Q4: 5,009 shares; 2025Q1: 9,320 shares; 2025Q2: 10,204 shares; 2025Q3: 10,783 shares; 2025Q4: 7,189 shares 7,189 $2.52M 0.43% -3,594 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 18,638 shares; 2024Q3: 18,494 shares; 2024Q4: 18,621 shares; 2025Q1: 20,029 shares; 2025Q2: 20,658 shares; 2025Q3: 20,575 shares; 2025Q4: 20,523 shares 20,523 $2.46M 0.42% -52 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: 15,521 shares; 2024Q3: 15,422 shares; 2024Q4: 15,643 shares; 2025Q1: 15,941 shares; 2025Q2: 16,539 shares; 2025Q3: 17,183 shares; 2025Q4: 17,128 shares 17,128 $2.45M 0.42% -55 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 58,500 shares; 2024Q3: 58,483 shares; 2024Q4: 52,308 shares; 2025Q1: 52,418 shares; 2025Q2: 51,912 shares; 2025Q3: 51,275 shares; 2025Q4: 51,459 shares 51,459 $2.42M 0.41% +184 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: 20,404 shares; 2024Q3: 18,888 shares; 2024Q4: 18,684 shares; 2025Q1: 18,485 shares; 2025Q2: 21,719 shares; 2025Q3: 21,231 shares; 2025Q4: 21,182 shares 21,182 $2.41M 0.41% -49 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 122,730 shares; 2024Q3: 130,304 shares; 2024Q4: 121,944 shares; 2025Q1: 129,754 shares; 2025Q2: 160,905 shares; 2025Q3: 176,230 shares; 2025Q4: 148,051 shares 148,051 $2.38M 0.41% -28,179 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: 11,274 shares; 2024Q3: 11,007 shares; 2024Q4: 11,019 shares; 2025Q1: 11,230 shares; 2025Q2: 19,133 shares; 2025Q3: 19,476 shares; 2025Q4: 19,487 shares 19,487 $2.35M 0.4% +11 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: 8,520 shares; 2024Q3: 8,376 shares; 2024Q4: 8,344 shares; 2025Q1: 8,570 shares; 2025Q2: 10,478 shares; 2025Q3: 9,686 shares; 2025Q4: 6,803 shares 6,803 $2.25M 0.38% -2,883 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 14,643 shares; 2024Q3: 13,947 shares; 2024Q4: 13,950 shares; 2025Q1: 13,823 shares; 2025Q2: 14,144 shares; 2025Q3: 14,165 shares; 2025Q4: 14,170 shares 14,170 $2.19M 0.38% +5 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 43,552 shares; 2025Q1: 43,552 shares; 2025Q2: 43,552 shares; 2025Q3: 43,802 shares; 2025Q4: 44,079 shares 44,079 $2.19M 0.37% +277 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 12,390 shares; 2024Q3: 17,907 shares; 2024Q4: 12,696 shares; 2025Q1: 16,944 shares; 2025Q2: 18,553 shares; 2025Q3: 18,285 shares; 2025Q4: 18,357 shares 18,357 $2.12M 0.36% +72 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,955 shares; 2024Q3: 3,955 shares; 2024Q4: 3,955 shares; 2025Q1: 3,955 shares; 2025Q2: 3,955 shares; 2025Q3: 4,147 shares; 2025Q4: 4,134 shares 4,134 $1.99M 0.34% -13 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 10,263 shares; 2024Q3: 10,263 shares; 2024Q4: 10,263 shares; 2025Q1: 10,263 shares; 2025Q2: 10,263 shares; 2025Q3: 10,263 shares; 2025Q4: 10,263 shares 10,263 $1.96M 0.34% 0 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; 2024Q1: restricted; 2024Q2: 104,064 shares; 2024Q3: 50,736 shares; 2024Q4: 50,736 shares; 2025Q1: 48,736 shares; 2025Q2: 36,236 shares; 2025Q3: 48,337 shares; 2025Q4: 48,337 shares 48,337 $1.84M 0.31% 0 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: 6,119 shares; 2024Q3: 6,162 shares; 2024Q4: 6,029 shares; 2025Q1: 6,003 shares; 2025Q2: 6,002 shares; 2025Q3: 5,703 shares; 2025Q4: 5,134 shares 5,134 $1.8M 0.31% -569 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,278 shares; 2025Q4: 14,840 shares 14,840 $1.66M 0.28% -2,438 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 21,312 shares; 2024Q3: 20,885 shares; 2024Q4: 18,717 shares; 2025Q1: 19,625 shares; 2025Q2: 20,250 shares; 2025Q3: 19,856 shares; 2025Q4: 13,170 shares 13,170 $1.66M 0.28% -6,686 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 86,485 shares; 2024Q3: 76,749 shares; 2024Q4: 76,232 shares; 2025Q1: 71,928 shares; 2025Q2: 71,743 shares; 2025Q3: 70,331 shares; 2025Q4: 65,910 shares 65,910 $1.6M 0.27% -4,421 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 10,325 shares; 2024Q3: 10,190 shares; 2024Q4: 10,060 shares; 2025Q1: 10,060 shares; 2025Q2: 10,060 shares; 2025Q3: 10,060 shares; 2025Q4: 10,061 shares 10,061 $1.6M 0.27% +1 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 6,765 shares; 2024Q3: 6,771 shares; 2024Q4: 23,109 shares; 2025Q1: 23,117 shares; 2025Q2: 42,936 shares; 2025Q3: 40,036 shares; 2025Q4: 43,571 shares 43,571 $1.6M 0.27% +3,535 Timeline LPG DORIAN LPG LTD More: the full row for DORIAN LPG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 12,000 shares; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 57,750 shares; 2025Q2: 62,750 shares; 2025Q3: 62,750 shares; 2025Q4: 62,750 shares 62,750 $1.53M 0.26% 0 Timeline ESTC ELASTIC N V More: the full row for ELASTIC N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 18,676 shares; 2024Q3: 19,496 shares; 2024Q4: 19,575 shares; 2025Q1: 21,845 shares; 2025Q2: 27,534 shares; 2025Q3: 28,625 shares; 2025Q4: 19,670 shares 19,670 $1.48M 0.25% -8,955 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: 17,211 shares; 2024Q3: 16,260 shares; 2024Q4: 16,268 shares; 2025Q1: 16,372 shares; 2025Q2: 16,476 shares; 2025Q3: 16,460 shares; 2025Q4: 32,934 shares 32,934 $1.47M 0.25% +16,474 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: 5,559 shares; 2024Q3: 5,681 shares; 2024Q4: 5,238 shares; 2025Q1: 5,191 shares; 2025Q2: 6,980 shares; 2025Q3: 6,675 shares; 2025Q4: 6,527 shares 6,527 $1.42M 0.24% -148 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 7,529 shares; 2024Q3: 8,229 shares; 2024Q4: 13,100 shares; 2025Q1: 18,804 shares; 2025Q2: 22,046 shares; 2025Q3: 22,046 shares; 2025Q4: 22,046 shares 22,046 $1.33M 0.23% 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: 3,612 shares; 2024Q3: 3,612 shares; 2024Q4: 3,612 shares; 2025Q1: 3,612 shares; 2025Q2: 3,612 shares; 2025Q3: 3,612 shares; 2025Q4: 3,613 shares 3,613 $1.3M 0.22% +1 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 26,937 shares; 2024Q3: 27,017 shares; 2024Q4: 25,592 shares; 2025Q1: 34,508 shares; 2025Q2: 58,074 shares; 2025Q3: 74,678 shares; 2025Q4: 54,464 shares 54,464 $1.27M 0.22% -20,214 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: 13,258 shares; 2024Q3: 13,931 shares; 2024Q4: 14,933 shares; 2025Q1: 14,295 shares; 2025Q2: 14,295 shares; 2025Q3: 14,291 shares; 2025Q4: 13,507 shares 13,507 $1.26M 0.22% -784 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 6,436 shares; 2024Q3: 6,436 shares; 2024Q4: 6,436 shares; 2025Q1: 6,436 shares; 2025Q2: 6,436 shares; 2025Q3: 6,436 shares; 2025Q4: 6,436 shares 6,436 $1.19M 0.2% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,795 shares; 2025Q2: 5,395 shares; 2025Q3: 5,395 shares; 2025Q4: 6,666 shares 6,666 $1.18M 0.2% +1,271 Timeline HEWJ 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: 24,304 shares; 2024Q3: 24,304 shares; 2024Q4: 24,141 shares; 2025Q1: 23,375 shares; 2025Q2: 23,375 shares; 2025Q3: 22,222 shares; 2025Q4: 22,072 shares 22,072 $1.16M 0.2% -150 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,630 shares; 2025Q1: 10,170 shares; 2025Q2: 14,170 shares; 2025Q3: 14,170 shares; 2025Q4: 14,170 shares 14,170 $1.13M 0.19% 0 Timeline JEPI 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: not reported; 2024Q3: not reported; 2024Q4: 3,640 shares; 2025Q1: 3,640 shares; 2025Q2: 3,990 shares; 2025Q3: 6,813 shares; 2025Q4: 19,434 shares 19,434 $1.11M 0.19% +12,621 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 14,575 shares; 2024Q3: 14,575 shares; 2024Q4: 14,242 shares; 2025Q1: 14,235 shares; 2025Q2: 14,235 shares; 2025Q3: 14,235 shares; 2025Q4: 14,236 shares 14,236 $1.11M 0.19% +1 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 7,445 shares; 2024Q3: 7,445 shares; 2024Q4: 7,445 shares; 2025Q1: 7,445 shares; 2025Q2: 7,445 shares; 2025Q3: 7,445 shares; 2025Q4: 7,445 shares 7,445 $1.07M 0.18% 0 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 27,236 shares; 2024Q3: 27,389 shares; 2024Q4: 27,592 shares; 2025Q1: 22,261 shares; 2025Q2: 17,481 shares; 2025Q3: 17,632 shares; 2025Q4: 17,827 shares 17,827 $1.05M 0.18% +195 Timeline VTIP 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: 23,848 shares; 2024Q3: 20,333 shares; 2024Q4: 20,552 shares; 2025Q1: 20,552 shares; 2025Q2: 20,577 shares; 2025Q3: 20,713 shares; 2025Q4: 21,155 shares 21,155 $1.05M 0.18% +442 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 13,870 shares; 2024Q3: 13,165 shares; 2024Q4: 13,085 shares; 2025Q1: 12,983 shares; 2025Q2: 12,983 shares; 2025Q3: 12,983 shares; 2025Q4: 12,983 shares 12,983 $1.04M 0.18% 0 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 58,821 shares; 2024Q3: 56,721 shares; 2024Q4: 56,468 shares; 2025Q1: 54,063 shares; 2025Q2: 55,296 shares; 2025Q3: 55,276 shares; 2025Q4: 54,996 shares 54,996 $988K 0.17% -280 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: 1,511 shares; 2024Q3: 1,511 shares; 2024Q4: 1,511 shares; 2025Q1: 1,888 shares; 2025Q2: 1,888 shares; 2025Q3: 1,959 shares; 2025Q4: 1,959 shares 1,959 $985K 0.17% 0 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: 1,306 shares; 2024Q3: 1,271 shares; 2024Q4: 1,271 shares; 2025Q1: 1,056 shares; 2025Q2: 1,011 shares; 2025Q3: 1,011 shares; 2025Q4: 911 shares 911 $979K 0.17% -100 Timeline EHAB ENHABIT INC More: the full row for ENHABIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 103,765 shares; 2024Q3: 103,765 shares; 2024Q4: 103,765 shares; 2025Q1: 103,765 shares; 2025Q2: 103,765 shares; 2025Q3: 103,765 shares; 2025Q4: 103,765 shares 103,765 $957K 0.16% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 9,927 shares; 2024Q3: 10,342 shares; 2024Q4: 9,927 shares; 2025Q1: 9,927 shares; 2025Q2: 9,927 shares; 2025Q3: 9,927 shares; 2025Q4: 9,927 shares 9,927 $956K 0.16% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,790 shares; 2024Q3: 3,790 shares; 2024Q4: 3,790 shares; 2025Q1: 3,790 shares; 2025Q2: 5,746 shares; 2025Q3: 5,708 shares; 2025Q4: 5,708 shares 5,708 $929K 0.16% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 6,965 shares; 2024Q3: 5,265 shares; 2024Q4: 5,265 shares; 2025Q1: 5,265 shares; 2025Q2: 5,265 shares; 2025Q3: 5,265 shares; 2025Q4: 5,266 shares 5,266 $901K 0.15% +1 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: 2,199 shares; 2024Q3: 2,199 shares; 2024Q4: 2,192 shares; 2025Q1: 2,192 shares; 2025Q2: 2,192 shares; 2025Q3: 2,287 shares; 2025Q4: 2,260 shares 2,260 $896K 0.15% -27 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 7,800 shares; 2024Q3: 7,800 shares; 2024Q4: 7,800 shares; 2025Q1: 7,800 shares; 2025Q2: 7,800 shares; 2025Q3: 7,800 shares; 2025Q4: 7,800 shares 7,800 $895K 0.15% 0 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: 5,887 shares; 2024Q3: 5,887 shares; 2024Q4: 5,887 shares; 2025Q1: 5,887 shares; 2025Q2: 5,887 shares; 2025Q3: 5,887 shares; 2025Q4: 5,887 shares 5,887 $891K 0.15% 0 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 29,926 shares; 2024Q3: 28,733 shares; 2024Q4: 27,279 shares; 2025Q1: 27,128 shares; 2025Q2: 27,564 shares; 2025Q3: 25,865 shares; 2025Q4: 20,809 shares 20,809 $856K 0.15% -5,056 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,950 shares; 2025Q1: 4,950 shares; 2025Q2: 4,950 shares; 2025Q3: 4,950 shares; 2025Q4: 4,950 shares 4,950 $847K 0.15% 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; 2024Q1: restricted; 2024Q2: 9,558 shares; 2024Q3: 9,583 shares; 2024Q4: 10,139 shares; 2025Q1: 10,139 shares; 2025Q2: 10,476 shares; 2025Q3: 12,675 shares; 2025Q4: 14,506 shares 14,506 $836K 0.14% +1,831 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 10,376 shares; 2024Q3: 10,630 shares; 2024Q4: 10,769 shares; 2025Q1: 11,051 shares; 2025Q2: 11,008 shares; 2025Q3: 12,133 shares; 2025Q4: 12,336 shares 12,336 $827K 0.14% +203 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: 10,146 shares; 2024Q3: 10,205 shares; 2024Q4: 10,214 shares; 2025Q1: 10,200 shares; 2025Q2: 10,336 shares; 2025Q3: 11,083 shares; 2025Q4: 11,895 shares 11,895 $785K 0.13% +812 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 11,818 shares; 2024Q3: 12,237 shares; 2024Q4: 12,428 shares; 2025Q1: 12,623 shares; 2025Q2: 13,271 shares; 2025Q3: 14,097 shares; 2025Q4: 11,341 shares 11,341 $762K 0.13% -2,756 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 14,084 shares; 2024Q3: 14,084 shares; 2024Q4: 14,053 shares; 2025Q1: 14,053 shares; 2025Q2: 14,053 shares; 2025Q3: 14,053 shares; 2025Q4: 14,053 shares 14,053 $760K 0.13% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,770 shares; 2024Q4: 2,398 shares; 2025Q1: 2,122 shares; 2025Q2: 2,140 shares; 2025Q3: 2,170 shares; 2025Q4: 2,189 shares 2,189 $758K 0.13% +19 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,918 shares; 2024Q3: 3,918 shares; 2024Q4: 3,918 shares; 2025Q1: 3,918 shares; 2025Q2: 3,918 shares; 2025Q3: 3,077 shares; 2025Q4: 3,077 shares 3,077 $757K 0.13% 0 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: 8,790 shares; 2024Q3: 8,790 shares; 2024Q4: 8,742 shares; 2025Q1: 8,742 shares; 2025Q2: 8,743 shares; 2025Q3: 8,713 shares; 2025Q4: 8,213 shares 8,213 $751K 0.13% -500 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: 2,591 shares; 2024Q3: 2,521 shares; 2024Q4: 2,521 shares; 2025Q1: 2,566 shares; 2025Q2: 2,566 shares; 2025Q3: 2,584 shares; 2025Q4: 5,168 shares 5,168 $744K 0.13% +2,584 Timeline XLRE 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: 20,581 shares; 2024Q3: 19,879 shares; 2024Q4: 19,668 shares; 2025Q1: 20,033 shares; 2025Q2: 20,519 shares; 2025Q3: 20,249 shares; 2025Q4: 18,377 shares 18,377 $741K 0.13% -1,872 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,700 shares; 2025Q4: 16,700 shares 16,700 $741K 0.13% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 7,863 shares; 2024Q3: 8,614 shares; 2024Q4: 8,507 shares; 2025Q1: 8,576 shares; 2025Q2: 8,950 shares; 2025Q3: 8,941 shares; 2025Q4: 17,267 shares 17,267 $737K 0.13% +8,326 Timeline DVY 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: 5,044 shares; 2024Q3: 5,044 shares; 2024Q4: 5,044 shares; 2025Q1: 5,044 shares; 2025Q2: 5,044 shares; 2025Q3: 5,128 shares; 2025Q4: 5,128 shares 5,128 $724K 0.12% 0 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: 17,706 shares; 2024Q3: 17,706 shares; 2024Q4: 17,706 shares; 2025Q1: 17,706 shares; 2025Q2: 17,706 shares; 2025Q3: 17,706 shares; 2025Q4: 17,706 shares 17,706 $713K 0.12% 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: 1,174 shares; 2024Q3: 1,197 shares; 2024Q4: 1,197 shares; 2025Q1: 1,179 shares; 2025Q2: 1,179 shares; 2025Q3: 1,191 shares; 2025Q4: 1,191 shares 1,191 $680K 0.12% 0 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: 2,940 shares; 2024Q3: 2,941 shares; 2024Q4: 2,943 shares; 2025Q1: 2,943 shares; 2025Q2: 2,943 shares; 2025Q3: 2,944 shares; 2025Q4: 2,946 shares 2,946 $647K 0.11% +2 Timeline IJR 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: 4,389 shares; 2024Q3: 4,845 shares; 2024Q4: 4,642 shares; 2025Q1: 4,493 shares; 2025Q2: 4,610 shares; 2025Q3: 5,034 shares; 2025Q4: 5,342 shares 5,342 $642K 0.11% +308 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: 1,117 shares; 2024Q3: 805 shares; 2024Q4: 867 shares; 2025Q1: 972 shares; 2025Q2: 1,061 shares; 2025Q3: 1,286 shares; 2025Q4: 1,413 shares 1,413 $635K 0.11% +127 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 4,874 shares; 2024Q3: 4,874 shares; 2024Q4: 4,877 shares; 2025Q1: 4,878 shares; 2025Q2: 4,880 shares; 2025Q3: 4,981 shares; 2025Q4: 4,922 shares 4,922 $635K 0.11% -59 Timeline IWP 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: 4,608 shares; 2024Q3: 4,608 shares; 2024Q4: 4,608 shares; 2025Q1: 4,608 shares; 2025Q2: 4,608 shares; 2025Q3: 4,608 shares; 2025Q4: 4,608 shares 4,608 $631K 0.11% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,766 shares; 2024Q3: 3,766 shares; 2024Q4: 3,767 shares; 2025Q1: 3,763 shares; 2025Q2: 3,919 shares; 2025Q3: 4,000 shares; 2025Q4: 4,001 shares 4,001 $621K 0.11% +1 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 8,884 shares; 2024Q3: 8,884 shares; 2024Q4: 8,884 shares; 2025Q1: 8,884 shares; 2025Q2: 8,884 shares; 2025Q3: 8,884 shares; 2025Q4: 8,884 shares 8,884 $617K 0.11% 0 Timeline GSY 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: 12,219 shares; 2024Q3: 12,219 shares; 2024Q4: 12,219 shares; 2025Q1: 12,219 shares; 2025Q2: 12,219 shares; 2025Q3: 12,219 shares; 2025Q4: 12,219 shares 12,219 $614K 0.11% 0 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: 11,681 shares; 2024Q3: 11,038 shares; 2024Q4: 11,039 shares; 2025Q1: 11,107 shares; 2025Q2: 11,107 shares; 2025Q3: 11,207 shares; 2025Q4: 11,208 shares 11,208 $614K 0.11% +1 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: 1,384 shares; 2024Q3: 1,373 shares; 2024Q4: 1,351 shares; 2025Q1: 1,381 shares; 2025Q2: 1,390 shares; 2025Q3: 1,744 shares; 2025Q4: 1,745 shares 1,745 $600K 0.1% +1 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 5,778 shares; 2024Q3: 5,778 shares; 2024Q4: 5,778 shares; 2025Q1: 5,778 shares; 2025Q2: 5,778 shares; 2025Q3: 5,778 shares; 2025Q4: 5,778 shares 5,778 $528K 0.09% 0 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,385 shares; 2025Q4: 15,385 shares 15,385 $513K 0.09% 0 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 9,535 shares; 2024Q3: 9,900 shares; 2024Q4: 9,776 shares; 2025Q1: 9,800 shares; 2025Q2: 10,310 shares; 2025Q3: 9,866 shares; 2025Q4: 9,690 shares 9,690 $508K 0.09% -176 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: 2,593 shares; 2024Q3: 2,593 shares; 2024Q4: 2,593 shares; 2025Q1: 2,593 shares; 2025Q2: 2,593 shares; 2025Q3: 2,543 shares; 2025Q4: 2,547 shares 2,547 $496K 0.08% +4 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 5,554 shares; 2024Q3: 11,935 shares; 2024Q4: 8,435 shares; 2025Q1: 5,168 shares; 2025Q2: 5,168 shares; 2025Q3: 5,168 shares; 2025Q4: 5,168 shares 5,168 $496K 0.08% 0 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: 3,073 shares; 2024Q3: 3,012 shares; 2024Q4: 2,270 shares; 2025Q1: 2,270 shares; 2025Q2: 2,270 shares; 2025Q3: 2,270 shares; 2025Q4: 2,296 shares 2,296 $492K 0.08% +26 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: 9,997 shares; 2024Q3: 8,832 shares; 2024Q4: 8,834 shares; 2025Q1: 8,836 shares; 2025Q2: 8,837 shares; 2025Q3: 8,911 shares; 2025Q4: 8,912 shares 8,912 $490K 0.08% +1 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: 847 shares; 2024Q3: 856 shares; 2024Q4: 840 shares; 2025Q1: 831 shares; 2025Q2: 831 shares; 2025Q3: 821 shares; 2025Q4: 821 shares 821 $476K 0.08% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 429 shares; 2025Q1: 449 shares; 2025Q2: 451 shares; 2025Q3: 441 shares; 2025Q4: 440 shares 440 $471K 0.08% -1 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 8,670 shares; 2024Q3: 8,670 shares; 2024Q4: 8,670 shares; 2025Q1: 8,560 shares; 2025Q2: 8,560 shares; 2025Q3: 8,560 shares; 2025Q4: 8,560 shares 8,560 $471K 0.08% 0 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 5,755 shares; 2024Q3: 5,755 shares; 2024Q4: 5,755 shares; 2025Q1: 5,868 shares; 2025Q2: 5,868 shares; 2025Q3: 5,868 shares; 2025Q4: 5,868 shares 5,868 $454K 0.08% 0 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,777 shares 7,777 $452K 0.08% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,812 shares; 2024Q3: 1,812 shares; 2024Q4: 1,812 shares; 2025Q1: 1,820 shares; 2025Q2: 1,867 shares; 2025Q3: 1,862 shares; 2025Q4: 3,723 shares 3,723 $445K 0.08% +1,861 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 6,686 shares; 2024Q3: 6,197 shares; 2024Q4: 6,373 shares; 2025Q1: 7,189 shares; 2025Q2: 8,018 shares; 2025Q3: 9,818 shares; 2025Q4: 10,753 shares 10,753 $432K 0.07% +935 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,748 shares; 2024Q3: 2,748 shares; 2024Q4: 2,748 shares; 2025Q1: 2,748 shares; 2025Q2: 2,748 shares; 2025Q3: 2,748 shares; 2025Q4: 2,648 shares 2,648 $431K 0.07% -100 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 5,740 shares; 2024Q3: 5,740 shares; 2024Q4: 5,605 shares; 2025Q1: 5,605 shares; 2025Q2: 5,605 shares; 2025Q3: 5,505 shares; 2025Q4: 5,255 shares 5,255 $427K 0.07% -250 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,225 shares; 2025Q4: 12,813 shares 12,813 $426K 0.07% +1,588 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 190 shares; 2024Q3: 190 shares; 2024Q4: 190 shares; 2025Q1: 190 shares; 2025Q2: 190 shares; 2025Q3: 190 shares; 2025Q4: 190 shares 190 $408K 0.07% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 6,514 shares; 2025Q1: 6,514 shares; 2025Q2: 8,214 shares; 2025Q3: 9,304 shares; 2025Q4: 9,474 shares 9,474 $390K 0.07% +170 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 22,360 shares; 2024Q3: 22,360 shares; 2024Q4: 22,360 shares; 2025Q1: 22,360 shares; 2025Q2: 22,360 shares; 2025Q3: 22,200 shares; 2025Q4: 22,200 shares 22,200 $383K 0.07% 0 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: 5,675 shares; 2024Q3: 5,675 shares; 2024Q4: 5,675 shares; 2025Q1: 5,675 shares; 2025Q2: 5,675 shares; 2025Q3: 5,675 shares; 2025Q4: 5,675 shares 5,675 $381K 0.07% 0 Timeline BLW BLACKROCK LTD DURATION INCOM More: the full row for BLACKROCK LTD DURATION INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,624 shares; 2025Q3: 25,267 shares; 2025Q4: 27,688 shares 27,688 $380K 0.07% +2,421 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,494 shares; 2024Q3: 1,464 shares; 2024Q4: 1,464 shares; 2025Q1: 1,464 shares; 2025Q2: 1,464 shares; 2025Q3: 1,464 shares; 2025Q4: 1,424 shares 1,424 $366K 0.06% -40 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,432 shares; 2025Q1: 13,032 shares; 2025Q2: 22,632 shares; 2025Q3: 26,131 shares; 2025Q4: 20,616 shares 20,616 $365K 0.06% -5,515 Timeline TS TENARIS S A More: the full row for TENARIS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 9,239 shares; 2024Q3: 9,239 shares; 2024Q4: 9,239 shares; 2025Q1: 9,239 shares; 2025Q2: 9,239 shares; 2025Q3: 9,239 shares; 2025Q4: 9,239 shares 9,239 $355K 0.06% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 4,190 shares; 2024Q3: 4,190 shares; 2024Q4: 4,173 shares; 2025Q1: 4,173 shares; 2025Q2: 4,173 shares; 2025Q3: 4,174 shares; 2025Q4: 4,174 shares 4,174 $351K 0.06% 0 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,100 shares; 2025Q4: 12,100 shares 12,100 $347K 0.06% 0 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: 1,316 shares; 2024Q3: 1,313 shares; 2024Q4: 1,313 shares; 2025Q1: 1,313 shares; 2025Q2: 1,322 shares; 2025Q3: 1,252 shares; 2025Q4: 1,252 shares 1,252 $342K 0.06% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,618 shares; 2024Q3: 1,618 shares; 2024Q4: 1,618 shares; 2025Q1: 1,618 shares; 2025Q2: 1,618 shares; 2025Q3: 1,564 shares; 2025Q4: 1,464 shares 1,464 $335K 0.06% -100 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: 2,231 shares; 2024Q3: 2,231 shares; 2024Q4: 2,231 shares; 2025Q1: 2,237 shares; 2025Q2: 2,266 shares; 2025Q3: 1,905 shares; 2025Q4: 1,609 shares 1,609 $333K 0.06% -296 Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,000 shares 15,000 $330K 0.06% new Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,540 shares; 2025Q2: 3,540 shares; 2025Q3: 3,540 shares; 2025Q4: 3,540 shares 3,540 $327K 0.06% 0 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 8,012 shares; 2024Q3: 8,034 shares; 2024Q4: 8,057 shares; 2025Q1: 8,077 shares; 2025Q2: 8,101 shares; 2025Q3: 8,124 shares; 2025Q4: 8,143 shares 8,143 $322K 0.06% +19 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,799 shares; 2025Q4: 13,128 shares 13,128 $318K 0.05% +3,329 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 523 shares; 2024Q3: 523 shares; 2024Q4: 523 shares; 2025Q1: 523 shares; 2025Q2: 523 shares; 2025Q3: 523 shares; 2025Q4: 523 shares 523 $316K 0.05% 0 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,259 shares; 2025Q4: 17,960 shares 17,960 $311K 0.05% +701 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,638 shares; 2025Q4: 20,849 shares 20,849 $299K 0.05% +2,211 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: 373 shares; 2024Q3: 373 shares; 2024Q4: 373 shares; 2025Q1: 373 shares; 2025Q2: 373 shares; 2025Q3: 345 shares; 2025Q4: 346 shares 346 $298K 0.05% +1 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,126 shares; 2024Q3: 2,126 shares; 2024Q4: 2,127 shares; 2025Q1: 2,127 shares; 2025Q2: 2,128 shares; 2025Q3: 2,128 shares; 2025Q4: 2,129 shares 2,129 $296K 0.05% +1 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: 2,701 shares; 2024Q3: 2,701 shares; 2024Q4: 2,702 shares; 2025Q1: 2,702 shares; 2025Q2: 2,803 shares; 2025Q3: 2,780 shares; 2025Q4: 2,781 shares 2,781 $292K 0.05% +1 Timeline SGOV 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,852 shares 2,852 $286K 0.05% new 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: 3,454 shares; 2024Q3: 3,454 shares; 2024Q4: 10,362 shares; 2025Q1: 10,362 shares; 2025Q2: 10,362 shares; 2025Q3: 10,362 shares; 2025Q4: 10,362 shares 10,362 $284K 0.05% 0 Timeline SCHP 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: 5,091 shares; 2024Q3: 5,091 shares; 2024Q4: 10,182 shares; 2025Q1: 10,182 shares; 2025Q2: 10,429 shares; 2025Q3: 10,429 shares; 2025Q4: 10,429 shares 10,429 $276K 0.05% 0 Timeline KBE 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: 4,550 shares; 2024Q3: 4,550 shares; 2024Q4: 4,550 shares; 2025Q1: 4,550 shares; 2025Q2: 4,550 shares; 2025Q3: 4,550 shares; 2025Q4: 4,550 shares 4,550 $276K 0.05% 0 Timeline CIVI CIVITAS RESOURCES INC More: the full row for CIVITAS RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,952 shares 9,952 $270K 0.05% new 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 790 shares; 2025Q3: 790 shares; 2025Q4: 871 shares 871 $268K 0.05% +81 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 4,284 shares; 2024Q3: 5,784 shares; 2024Q4: 6,884 shares; 2025Q1: 6,884 shares; 2025Q2: 8,609 shares; 2025Q3: 8,609 shares; 2025Q4: 8,609 shares 8,609 $267K 0.05% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,116 shares; 2024Q3: 1,116 shares; 2024Q4: 1,116 shares; 2025Q1: 1,116 shares; 2025Q2: 1,116 shares; 2025Q3: 1,098 shares; 2025Q4: 1,098 shares 1,098 $265K 0.05% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 6,279 shares; 2024Q3: 5,479 shares; 2024Q4: 5,479 shares; 2025Q1: 5,479 shares; 2025Q2: 5,479 shares; 2025Q3: 5,479 shares; 2025Q4: 5,341 shares 5,341 $258K 0.04% -138 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,344 shares; 2025Q2: 3,344 shares; 2025Q3: 3,344 shares; 2025Q4: 3,344 shares 3,344 $258K 0.04% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,028 shares; 2024Q3: 2,028 shares; 2024Q4: 2,028 shares; 2025Q1: 2,028 shares; 2025Q2: 2,028 shares; 2025Q3: 2,028 shares; 2025Q4: 2,028 shares 2,028 $247K 0.04% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 767 shares; 2024Q3: 757 shares; 2024Q4: not reported; 2025Q1: 747 shares; 2025Q2: 747 shares; 2025Q3: 747 shares; 2025Q4: 742 shares 742 $243K 0.04% -5 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 274 shares; 2025Q4: 274 shares 274 $241K 0.04% 0 Timeline EEM 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: 4,392 shares; 2024Q3: 4,392 shares; 2024Q4: 4,392 shares; 2025Q1: 4,392 shares; 2025Q2: 4,392 shares; 2025Q3: 4,392 shares; 2025Q4: 4,392 shares 4,392 $240K 0.04% 0 Timeline LOOP LOOP INDS INC More: the full row for LOOP INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 238,501 shares; 2024Q3: 238,501 shares; 2024Q4: 238,501 shares; 2025Q1: 238,501 shares; 2025Q2: 238,501 shares; 2025Q3: 238,501 shares; 2025Q4: 238,501 shares 238,501 $239K 0.04% 0 Timeline TIP 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: 2,854 shares; 2024Q3: 2,164 shares; 2024Q4: 2,165 shares; 2025Q1: 2,165 shares; 2025Q2: 2,167 shares; 2025Q3: 2,168 shares; 2025Q4: 2,169 shares 2,169 $238K 0.04% +1 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; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,547 shares; 2025Q4: 1,547 shares 1,547 $238K 0.04% 0 Timeline OCSL OAKTREE SPECIALTY LENDING More: the full row for OAKTREE SPECIALTY LENDING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 16,821 shares; 2024Q3: 16,821 shares; 2024Q4: 18,651 shares; 2025Q1: 18,651 shares; 2025Q2: 18,651 shares; 2025Q3: 18,651 shares; 2025Q4: 18,651 shares 18,651 $238K 0.04% 0 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,370 shares; 2025Q2: 3,370 shares; 2025Q3: 3,370 shares; 2025Q4: 3,370 shares 3,370 $236K 0.04% 0 Timeline SPNT SIRIUSPOINT LTD More: the full row for SIRIUSPOINT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 11,000 shares; 2024Q3: 10,475 shares; 2024Q4: 10,475 shares; 2025Q1: 10,475 shares; 2025Q2: 10,475 shares; 2025Q3: 10,475 shares; 2025Q4: 10,475 shares 10,475 $229K 0.04% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,235 shares; 2025Q4: 1,235 shares 1,235 $229K 0.04% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 895 shares; 2024Q3: 895 shares; 2024Q4: 895 shares; 2025Q1: 895 shares; 2025Q2: 895 shares; 2025Q3: 882 shares; 2025Q4: 854 shares 854 $229K 0.04% -28 Timeline DSU BLACKROCK DEBT STRATEGIES FD More: the full row for BLACKROCK DEBT STRATEGIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 13,380 shares; 2024Q3: 14,580 shares; 2024Q4: 31,105 shares; 2025Q1: 21,905 shares; 2025Q2: 22,305 shares; 2025Q3: 22,305 shares; 2025Q4: 22,305 shares 22,305 $227K 0.04% 0 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 16,250 shares; 2024Q3: 16,250 shares; 2024Q4: 16,250 shares; 2025Q1: 16,250 shares; 2025Q2: not reported; 2025Q3: 9,250 shares; 2025Q4: 9,250 shares 9,250 $226K 0.04% 0 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: 250 shares; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300 $226K 0.04% 0 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 250 shares 250 $220K 0.04% new Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 920 shares; 2024Q4: 875 shares; 2025Q1: 875 shares; 2025Q2: 875 shares; 2025Q3: 875 shares; 2025Q4: 875 shares 875 $220K 0.04% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,525 shares 1,525 $210K 0.04% new 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: not reported; 2024Q3: 2,537 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,609 shares 2,609 $209K 0.04% new Timeline VFH 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: 1,530 shares; 2024Q3: 1,530 shares; 2024Q4: 1,530 shares; 2025Q1: 1,530 shares; 2025Q2: 1,530 shares; 2025Q3: 1,530 shares; 2025Q4: 1,530 shares 1,530 $204K 0.03% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 726 shares; 2024Q3: 691 shares; 2024Q4: 676 shares; 2025Q1: not reported; 2025Q2: 645 shares; 2025Q3: 645 shares; 2025Q4: 635 shares 635 $202K 0.03% -10 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 912 shares; 2025Q4: 912 shares 912 $200K 0.03% 0 Timeline NGL NGL ENERGY PARTNERS LP More: the full row for NGL ENERGY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 38,365 shares; 2024Q3: 38,365 shares; 2024Q4: 35,365 shares; 2025Q1: 35,365 shares; 2025Q2: 31,365 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares 20,000 $200K 0.03% 0 Timeline QQQH NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,500 shares 3,500 $190K 0.03% new 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: 230 shares; 2024Q3: 230 shares; 2024Q4: 230 shares; 2025Q1: 230 shares; 2025Q2: 230 shares; 2025Q3: 230 shares; 2025Q4: 265 shares 265 $166K 0.03% +35 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,762 shares; 2024Q3: 2,762 shares; 2024Q4: 2,762 shares; 2025Q1: 2,762 shares; 2025Q2: 2,762 shares; 2025Q3: 2,502 shares; 2025Q4: 2,502 shares 2,502 $155K 0.03% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 10,609 shares; 2024Q3: 10,719 shares; 2024Q4: 13,115 shares; 2025Q1: 13,244 shares; 2025Q2: 11,609 shares; 2025Q3: 11,725 shares; 2025Q4: 11,614 shares 11,614 $152K 0.03% -111 Timeline PCYO PURE CYCLE CORP More: the full row for PURE CYCLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 13,703 shares; 2024Q3: 13,703 shares; 2024Q4: 13,703 shares; 2025Q1: 13,703 shares; 2025Q2: 13,703 shares; 2025Q3: 13,703 shares; 2025Q4: 13,703 shares 13,703 $151K 0.03% 0 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: 3,460 shares; 2024Q3: 3,460 shares; 2024Q4: 3,460 shares; 2025Q1: 3,460 shares; 2025Q2: 3,460 shares; 2025Q3: 3,460 shares; 2025Q4: 3,460 shares 3,460 $150K 0.03% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 900 shares; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 930 shares; 2025Q2: 1,315 shares; 2025Q3: 1,266 shares; 2025Q4: 1,267 shares 1,267 $149K 0.03% +1 Timeline LQD 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: 1,280 shares; 2024Q3: 1,280 shares; 2024Q4: 1,280 shares; 2025Q1: 1,280 shares; 2025Q2: 1,280 shares; 2025Q3: 1,280 shares; 2025Q4: 1,280 shares 1,280 $141K 0.02% 0 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: 4,000 shares; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000 $131K 0.02% 0 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,714 shares; 2024Q3: 2,726 shares; 2024Q4: 2,737 shares; 2025Q1: 2,748 shares; 2025Q2: 2,761 shares; 2025Q3: 2,774 shares; 2025Q4: 2,783 shares 2,783 $130K 0.02% +9 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: 2,618 shares; 2024Q3: 2,618 shares; 2024Q4: 5,236 shares; 2025Q1: 5,236 shares; 2025Q2: 5,236 shares; 2025Q3: 5,236 shares; 2025Q4: 5,236 shares 5,236 $126K 0.02% 0 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: 1,889 shares; 2024Q3: 1,889 shares; 2024Q4: 3,778 shares; 2025Q1: 3,778 shares; 2025Q2: 3,778 shares; 2025Q3: 3,778 shares; 2025Q4: 3,778 shares 3,778 $119K 0.02% 0 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,999 shares; 2024Q3: 1,999 shares; 2024Q4: 1,898 shares; 2025Q1: 1,898 shares; 2025Q2: 1,898 shares; 2025Q3: 1,898 shares; 2025Q4: 1,848 shares 1,848 $119K 0.02% -50 Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 12,055 shares; 2025Q1: 12,055 shares; 2025Q2: 12,055 shares; 2025Q3: 12,880 shares; 2025Q4: 12,880 shares 12,880 $118K 0.02% 0 Timeline HYG 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: 1,433 shares; 2024Q3: 1,433 shares; 2024Q4: 1,433 shares; 2025Q1: 1,433 shares; 2025Q2: 1,433 shares; 2025Q3: 1,433 shares; 2025Q4: 1,433 shares 1,433 $116K 0.02% 0 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,840 shares; 2024Q3: 1,840 shares; 2024Q4: 1,840 shares; 2025Q1: 1,840 shares; 2025Q2: 940 shares; 2025Q3: 940 shares; 2025Q4: 940 shares 940 $115K 0.02% 0 Timeline XHE 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: 1,292 shares; 2024Q3: 1,292 shares; 2024Q4: 1,292 shares; 2025Q1: 1,292 shares; 2025Q2: 1,292 shares; 2025Q3: 1,292 shares; 2025Q4: 1,292 shares 1,292 $114K 0.02% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 247 shares; 2024Q3: 247 shares; 2024Q4: 247 shares; 2025Q1: 497 shares; 2025Q2: 497 shares; 2025Q3: 497 shares; 2025Q4: 497 shares 497 $105K 0.02% 0 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,184 shares; 2025Q3: 10,184 shares; 2025Q4: 10,184 shares 10,184 $101K 0.02% 0 Timeline FLRN 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: 3,258 shares; 2024Q3: 3,258 shares; 2024Q4: 3,258 shares; 2025Q1: 3,258 shares; 2025Q2: 3,258 shares; 2025Q3: 3,258 shares; 2025Q4: 3,258 shares 3,258 $100K 0.02% 0 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: 720 shares; 2024Q3: 720 shares; 2024Q4: 2,880 shares; 2025Q1: 2,880 shares; 2025Q2: 2,880 shares; 2025Q3: 2,880 shares; 2025Q4: 2,880 shares 2,880 $93.9K 0.02% 0 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,045 shares; 2025Q1: 10,045 shares; 2025Q2: 10,345 shares; 2025Q3: 10,345 shares; 2025Q4: 10,345 shares 10,345 $92.1K 0.02% 0 Timeline SCHC 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: 2,010 shares; 2024Q3: 2,010 shares; 2024Q4: 2,010 shares; 2025Q1: 2,010 shares; 2025Q2: 2,010 shares; 2025Q3: 2,010 shares; 2025Q4: 2,010 shares 2,010 $91.5K 0.02% 0 Timeline XSLV 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: 1,922 shares; 2024Q3: 1,922 shares; 2024Q4: 1,922 shares; 2025Q1: 1,922 shares; 2025Q2: 1,922 shares; 2025Q3: 1,922 shares; 2025Q4: 1,922 shares 1,922 $89.1K 0.02% 0 Timeline XLB 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: 999 shares; 2024Q3: 818 shares; 2024Q4: 818 shares; 2025Q1: 824 shares; 2025Q2: 970 shares; 2025Q3: 952 shares; 2025Q4: 1,904 shares 1,904 $86.4K 0.01% +952 Timeline ITA 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 400 shares; 2025Q4: 400 shares 400 $85.9K 0.01% 0 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 770 shares; 2025Q4: 770 shares 770 $79.6K 0.01% 0 Timeline USMV 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: 834 shares; 2024Q3: 834 shares; 2024Q4: 834 shares; 2025Q1: 834 shares; 2025Q2: 834 shares; 2025Q3: 834 shares; 2025Q4: 834 shares 834 $78.5K 0.01% 0 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 401 shares; 2025Q4: 401 shares 401 $76.8K 0.01% 0 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: 877 shares; 2024Q3: 880 shares; 2024Q4: 885 shares; 2025Q1: 882 shares; 2025Q2: 733 shares; 2025Q3: 736 shares; 2025Q4: 738 shares 738 $65.3K 0.01% +2 Timeline VPU 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: 88 shares; 2024Q3: 88 shares; 2024Q4: 88 shares; 2025Q1: 88 shares; 2025Q2: 88 shares; 2025Q3: 338 shares; 2025Q4: 338 shares 338 $62.5K 0.01% 0 Timeline IWO 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: 192 shares; 2024Q3: 192 shares; 2024Q4: 192 shares; 2025Q1: 192 shares; 2025Q2: 192 shares; 2025Q3: 192 shares; 2025Q4: 192 shares 192 $62K 0.01% 0 Timeline HAP 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: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $60.1K 0.01% 0 Timeline RZV 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 458 shares; 2025Q4: 458 shares 458 $54.5K 0.01% 0 Timeline HIO WESTERN ASSET HIGH INCOME OP More: the full row for WESTERN ASSET HIGH INCOME OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 13,700 shares; 2025Q1: 13,700 shares; 2025Q2: 14,200 shares; 2025Q3: 14,200 shares; 2025Q4: 14,200 shares 14,200 $52.7K 0.01% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 162 shares; 2024Q3: 163 shares; 2024Q4: 164 shares; 2025Q1: 164 shares; 2025Q2: 164 shares; 2025Q3: 165 shares; 2025Q4: 166 shares 166 $52.1K 0.01% +1 Timeline SCHM 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: 550 shares; 2024Q3: 550 shares; 2024Q4: 1,650 shares; 2025Q1: 1,650 shares; 2025Q2: 1,650 shares; 2025Q3: 1,650 shares; 2025Q4: 1,650 shares 1,650 $49.6K 0.01% 0 Timeline VBK 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: 161 shares; 2024Q3: 161 shares; 2024Q4: 161 shares; 2025Q1: 161 shares; 2025Q2: 161 shares; 2025Q3: 161 shares; 2025Q4: 161 shares 161 $48.6K 0.01% 0 Timeline VOT 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: 164 shares; 2024Q3: 164 shares; 2024Q4: 164 shares; 2025Q1: 164 shares; 2025Q2: 164 shares; 2025Q3: 164 shares; 2025Q4: 164 shares 164 $45.8K 0.01% 0 Timeline VBR 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: 215 shares; 2024Q3: 215 shares; 2024Q4: 215 shares; 2025Q1: 215 shares; 2025Q2: 215 shares; 2025Q3: 215 shares; 2025Q4: 215 shares 215 $45.5K 0.01% 0 Timeline IUSG 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: 244 shares; 2024Q3: 244 shares; 2024Q4: 244 shares; 2025Q1: 244 shares; 2025Q2: 244 shares; 2025Q3: 244 shares; 2025Q4: 244 shares 244 $41K 0.01% 0 Timeline VOE 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: 224 shares; 2024Q3: 224 shares; 2024Q4: 224 shares; 2025Q1: 224 shares; 2025Q2: 224 shares; 2025Q3: 224 shares; 2025Q4: 224 shares 224 $39.7K 0.01% 0 Timeline VYMI 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: 521 shares; 2024Q3: 521 shares; 2024Q4: 521 shares; 2025Q1: 521 shares; 2025Q2: 426 shares; 2025Q3: 426 shares; 2025Q4: 426 shares 426 $38.3K 0.01% 0 Timeline SCHV 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: 390 shares; 2024Q3: 390 shares; 2024Q4: 1,170 shares; 2025Q1: 1,170 shares; 2025Q2: 1,170 shares; 2025Q3: 1,170 shares; 2025Q4: 1,170 shares 1,170 $34.6K 0.01% 0 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 552 shares; 2024Q3: 552 shares; 2024Q4: 552 shares; 2025Q1: 552 shares; 2025Q2: 552 shares; 2025Q3: 552 shares; 2025Q4: 552 shares 552 $31.8K 0.01% 0 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 638 shares 638 $31.7K 0.01% new Timeline SPHY 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,181 shares; 2025Q2: 1,213 shares; 2025Q3: 1,213 shares; 2025Q4: 1,213 shares 1,213 $28.7K <0.01% 0 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 556 shares 556 $28.1K <0.01% new Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 280 shares; 2024Q3: 281 shares; 2024Q4: 286 shares; 2025Q1: 288 shares; 2025Q2: 289 shares; 2025Q3: 291 shares; 2025Q4: 298 shares 298 $27K <0.01% +7 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 103 shares; 2025Q4: 103 shares 103 $26.1K <0.01% 0 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 232 shares; 2025Q4: 232 shares 232 $23.1K <0.01% 0 Timeline VCR 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50 shares; 2025Q4: 50 shares 50 $19.7K <0.01% 0 Timeline GOVT 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: 824 shares; 2024Q3: 824 shares; 2024Q4: 824 shares; 2025Q1: 824 shares; 2025Q2: 824 shares; 2025Q3: 824 shares; 2025Q4: 824 shares 824 $19K <0.01% 0 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 615 shares; 2024Q3: 615 shares; 2024Q4: 615 shares; 2025Q1: 615 shares; 2025Q2: 615 shares; 2025Q3: 615 shares; 2025Q4: 615 shares 615 $18.6K <0.01% 0 Timeline ITOT 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 114 shares; 2025Q4: 114 shares 114 $17K <0.01% 0 Timeline SCHH 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: 733 shares; 2024Q3: 733 shares; 2024Q4: 733 shares; 2025Q1: 733 shares; 2025Q2: 733 shares; 2025Q3: 733 shares; 2025Q4: 733 shares 733 $15.3K <0.01% 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: 172 shares; 2024Q3: 172 shares; 2024Q4: 172 shares; 2025Q1: 172 shares; 2025Q2: 172 shares; 2025Q3: 172 shares; 2025Q4: 172 shares 172 $14.2K <0.01% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100 $14.1K <0.01% 0 Timeline USBC USBC INC. More: the full row for USBC INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,000 shares 20,000 $12.7K <0.01% new Timeline IEI 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: 102 shares; 2024Q3: 102 shares; 2024Q4: 102 shares; 2025Q1: 102 shares; 2025Q2: 102 shares; 2025Q3: 102 shares; 2025Q4: 102 shares 102 $12.2K <0.01% 0 Timeline EBND 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: 535 shares; 2024Q3: 535 shares; 2024Q4: 535 shares; 2025Q1: 534 shares; 2025Q2: 534 shares; 2025Q3: 534 shares; 2025Q4: 534 shares 534 $11.4K <0.01% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100 $11.4K <0.01% 0 Timeline RWR 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: 115 shares; 2024Q3: 115 shares; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 115 shares; 2025Q4: 115 shares 115 $11.3K <0.01% 0 Timeline AGZ 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: 98 shares; 2024Q3: 98 shares; 2024Q4: 98 shares; 2025Q1: 98 shares; 2025Q2: 98 shares; 2025Q3: 98 shares; 2025Q4: 98 shares 98 $10.8K <0.01% 0 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 142 shares; 2025Q4: 142 shares 142 $10.7K <0.01% 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; 2024Q1: restricted; 2024Q2: 39 shares; 2024Q3: 39 shares; 2024Q4: 39 shares; 2025Q1: 39 shares; 2025Q2: 39 shares; 2025Q3: 39 shares; 2025Q4: 39 shares 39 $10.1K <0.01% 0 Timeline SPTS 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: 315 shares; 2024Q3: 315 shares; 2024Q4: 315 shares; 2025Q1: 315 shares; 2025Q2: 315 shares; 2025Q3: 315 shares; 2025Q4: 315 shares 315 $9.22K <0.01% 0 Timeline EWS 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: 330 shares; 2024Q3: 330 shares; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 330 shares; 2025Q3: 330 shares; 2025Q4: 330 shares 330 $9.08K <0.01% 0 Timeline SPTI 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: 312 shares; 2024Q3: 312 shares; 2024Q4: 312 shares; 2025Q1: 312 shares; 2025Q2: 312 shares; 2025Q3: 312 shares; 2025Q4: 312 shares 312 $9K <0.01% 0 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 103 shares; 2025Q3: 103 shares; 2025Q4: 103 shares 103 $8.83K <0.01% 0 Timeline REI RING ENERGY INC More: the full row for RING ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $8.7K <0.01% 0 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: 23 shares; 2024Q3: 23 shares; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 23 shares; 2025Q3: 23 shares; 2025Q4: 23 shares 23 $7.73K <0.01% 0 Timeline HEFA 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 180 shares; 2025Q4: 180 shares 180 $7.45K <0.01% 0 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 118 shares; 2025Q4: 118 shares 118 $7K <0.01% 0 Timeline IDU 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: 62 shares; 2024Q3: 62 shares; 2024Q4: 62 shares; 2025Q1: 62 shares; 2025Q2: 62 shares; 2025Q3: 62 shares; 2025Q4: 62 shares 62 $6.72K <0.01% 0 Timeline CMBS 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: 136 shares; 2024Q3: 136 shares; 2024Q4: 136 shares; 2025Q1: 136 shares; 2025Q2: 136 shares; 2025Q3: 136 shares; 2025Q4: 136 shares 136 $6.67K <0.01% 0 Timeline RWX 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: 189 shares; 2024Q3: 191 shares; 2024Q4: 193 shares; 2025Q1: 195 shares; 2025Q2: 196 shares; 2025Q3: 199 shares; 2025Q4: 200 shares 200 $5.61K <0.01% +1 Timeline MTUM 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: 21 shares; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 21 shares 21 $5.26K <0.01% 0 Timeline EFV 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: 72 shares; 2024Q3: 72 shares; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 72 shares; 2025Q3: 72 shares; 2025Q4: 72 shares 72 $5.14K <0.01% 0 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 216 shares; 2024Q3: 216 shares; 2024Q4: 216 shares; 2025Q1: 216 shares; 2025Q2: 216 shares; 2025Q3: 216 shares; 2025Q4: 216 shares 216 $4.54K <0.01% 0 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 28 shares; 2024Q3: 28 shares; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 28 shares 28 $4.01K <0.01% 0 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 47 shares; 2024Q3: 47 shares; 2024Q4: 47 shares; 2025Q1: 47 shares; 2025Q2: 47 shares; 2025Q3: 47 shares; 2025Q4: 47 shares 47 $3.79K <0.01% 0 Timeline WELLS FARGO & CO 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: 3 shares; 2024Q3: 3 shares; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares 3 $3.64K <0.01% 0 TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 41 shares; 2024Q3: 41 shares; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: 41 shares; 2025Q3: 41 shares; 2025Q4: 41 shares 41 $3.57K <0.01% 0 Timeline SPYG 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 28 shares 28 $2.99K <0.01% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 15 shares; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares 15 $2.98K <0.01% 0 Timeline XPH 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35 shares; 2025Q4: 35 shares 35 $1.96K <0.01% 0 Timeline OXY/WS OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 87 shares; 2025Q2: 87 shares; 2025Q3: 87 shares; 2025Q4: 87 shares 87 $1.68K <0.01% 0 Timeline EFAV 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: 12 shares; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares 12 $1.03K <0.01% 0 Timeline SCHX 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: 8 shares; 2024Q3: 8 shares; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 24 shares 24 $657 <0.01% 0 Timeline IEF 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: 5 shares; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares 5 $481 <0.01% 0 Timeline MUB 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: 3 shares; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares 3 $321 <0.01% 0 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3 shares; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares 3 $138 <0.01% 0 Timeline