IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264,985 shares; 2024Q4: 267,429 shares; 2025Q1: 269,323 shares; 2025Q2: 275,190 shares; 2025Q3: 283,860 shares; 2025Q4: 273,052 shares 273,052 $187M 25.23% -10,808 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,283,262 shares; 2024Q4: 1,286,049 shares; 2025Q1: 1,274,772 shares; 2025Q2: 1,298,138 shares; 2025Q3: 1,364,354 shares; 2025Q4: 1,395,429 shares 1,395,429 $92.1M 12.43% +31,075 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 832,515 shares; 2024Q4: 2,493,356 shares; 2025Q1: 2,491,933 shares; 2025Q2: 2,409,524 shares; 2025Q3: 2,378,488 shares; 2025Q4: 2,324,130 shares 2,324,130 $63.2M 8.53% -54,358 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 340,198 shares; 2024Q4: 346,205 shares; 2025Q1: 357,201 shares; 2025Q2: 364,405 shares; 2025Q3: 362,653 shares; 2025Q4: 361,351 shares 361,351 $44.5M 6.01% -1,302 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,091 shares; 2024Q4: 86,984 shares; 2025Q1: 85,510 shares; 2025Q2: 84,321 shares; 2025Q3: 82,423 shares; 2025Q4: 75,477 shares 75,477 $37.9M 5.12% -6,946 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,395 shares; 2024Q4: 79,279 shares; 2025Q1: 77,985 shares; 2025Q2: 77,869 shares; 2025Q3: 77,641 shares; 2025Q4: 76,343 shares 76,343 $30.3M 4.08% -1,298 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 756,501 shares; 2024Q4: 768,289 shares; 2025Q1: 763,885 shares; 2025Q2: 735,742 shares; 2025Q3: 729,889 shares; 2025Q4: 707,822 shares 707,822 $26.8M 3.62% -22,067 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,596 shares; 2024Q4: 31,530 shares; 2025Q1: 31,123 shares; 2025Q2: 30,901 shares; 2025Q3: 31,683 shares; 2025Q4: 31,008 shares 31,008 $19M 2.57% -675 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,066 shares; 2024Q4: 116,838 shares; 2025Q1: 70,058 shares; 2025Q2: 69,285 shares; 2025Q3: 114,999 shares; 2025Q4: 66,755 shares 66,755 $18.1M 2.45% -48,244 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,309 shares; 2024Q4: 221,437 shares; 2025Q1: 179,394 shares; 2025Q2: 171,837 shares; 2025Q3: 200,307 shares; 2025Q4: 147,824 shares 147,824 $16.3M 2.2% -52,483 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: restricted; 2024Q3: 110,899 shares; 2024Q4: 329,647 shares; 2025Q1: 323,669 shares; 2025Q2: 330,387 shares; 2025Q3: 328,212 shares; 2025Q4: 323,124 shares 323,124 $9.72M 1.31% -5,088 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: restricted; 2024Q3: 118,222 shares; 2024Q4: 349,250 shares; 2025Q1: 344,273 shares; 2025Q2: 346,728 shares; 2025Q3: 355,342 shares; 2025Q4: 355,199 shares 355,199 $9.56M 1.29% -143 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,490 shares; 2024Q4: 207,874 shares; 2025Q1: 207,167 shares; 2025Q2: 210,182 shares; 2025Q3: 204,511 shares; 2025Q4: 200,285 shares 200,285 $9.05M 1.22% -4,226 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: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55,677 shares 55,677 $7.86M 1.06% new Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,088 shares; 2024Q4: 17,059 shares; 2025Q1: 14,796 shares; 2025Q2: 15,961 shares; 2025Q3: 18,342 shares; 2025Q4: 15,357 shares 15,357 $7.43M 1% -2,985 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: restricted; 2024Q3: 64,069 shares; 2024Q4: 61,753 shares; 2025Q1: 57,681 shares; 2025Q2: 56,586 shares; 2025Q3: 55,168 shares; 2025Q4: 51,579 shares 51,579 $7.28M 0.98% -3,589 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,646 shares; 2024Q4: 40,484 shares; 2025Q1: 41,068 shares; 2025Q2: 41,810 shares; 2025Q3: 42,570 shares; 2025Q4: 41,345 shares 41,345 $5.85M 0.79% -1,225 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: restricted; 2024Q3: 41,765 shares; 2024Q4: 42,678 shares; 2025Q1: 45,071 shares; 2025Q2: 46,494 shares; 2025Q3: 47,588 shares; 2025Q4: 46,930 shares 46,930 $5.64M 0.76% -658 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: restricted; 2024Q3: 45,460 shares; 2024Q4: 44,875 shares; 2025Q1: 44,155 shares; 2025Q2: 43,037 shares; 2025Q3: 42,364 shares; 2025Q4: 40,719 shares 40,719 $5.58M 0.75% -1,645 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,115 shares; 2024Q4: 24,820 shares; 2025Q1: 21,983 shares; 2025Q2: 23,449 shares; 2025Q3: 17,734 shares; 2025Q4: 14,786 shares 14,786 $5.12M 0.69% -2,948 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,523 shares; 2024Q4: 208,775 shares; 2025Q1: 209,983 shares; 2025Q2: 140,151 shares; 2025Q3: 76,097 shares; 2025Q4: 108,620 shares 108,620 $4.86M 0.66% +32,523 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,052 shares; 2024Q4: 27,444 shares; 2025Q1: 19,169 shares; 2025Q2: 18,635 shares; 2025Q3: 34,916 shares; 2025Q4: 18,794 shares 18,794 $3.51M 0.47% -16,122 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,093 shares; 2024Q4: 11,326 shares; 2025Q1: 10,132 shares; 2025Q2: 10,898 shares; 2025Q3: 11,682 shares; 2025Q4: 10,467 shares 10,467 $3.37M 0.46% -1,215 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,990 shares; 2024Q4: 10,174 shares; 2025Q1: 10,100 shares; 2025Q2: 10,150 shares; 2025Q3: 10,282 shares; 2025Q4: 10,037 shares 10,037 $3.37M 0.45% -245 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,916 shares; 2024Q4: 95,793 shares; 2025Q1: 95,978 shares; 2025Q2: 97,708 shares; 2025Q3: 97,723 shares; 2025Q4: 97,708 shares 97,708 $3.2M 0.43% -15 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,337 shares; 2024Q4: 31,744 shares; 2025Q1: 31,160 shares; 2025Q2: 31,160 shares; 2025Q3: 31,915 shares; 2025Q4: 31,967 shares 31,967 $3.19M 0.43% +52 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,877 shares; 2024Q4: 93,152 shares; 2025Q1: 100,042 shares; 2025Q2: 103,678 shares; 2025Q3: 108,725 shares; 2025Q4: 109,709 shares 109,709 $3.12M 0.42% +984 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,624 shares; 2024Q4: 13,414 shares; 2025Q1: 11,860 shares; 2025Q2: 12,324 shares; 2025Q3: 12,552 shares; 2025Q4: 10,931 shares 10,931 $2.5M 0.34% -1,621 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,083 shares; 2024Q4: 16,808 shares; 2025Q1: 14,949 shares; 2025Q2: 16,365 shares; 2025Q3: 16,658 shares; 2025Q4: 14,550 shares 14,550 $2.34M 0.32% -2,108 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,688 shares; 2024Q4: 23,510 shares; 2025Q1: 22,521 shares; 2025Q2: 21,230 shares; 2025Q3: 20,151 shares; 2025Q4: 18,842 shares 18,842 $2.27M 0.31% -1,309 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,123 shares; 2024Q4: 12,278 shares; 2025Q1: 9,467 shares; 2025Q2: 9,480 shares; 2025Q3: 13,523 shares; 2025Q4: 9,623 shares 9,623 $2.22M 0.3% -3,900 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,816 shares; 2024Q4: 26,816 shares; 2025Q1: 26,841 shares; 2025Q2: 26,816 shares; 2025Q3: 26,066 shares; 2025Q4: 24,658 shares 24,658 $2.21M 0.3% -1,408 Timeline TNGY TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 390,836 shares; 2025Q3: 252,963 shares; 2025Q4: 240,930 shares 240,930 $2.19M 0.3% -12,033 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,811 shares; 2025Q2: 35,597 shares; 2025Q3: 35,243 shares; 2025Q4: 35,759 shares 35,759 $2.09M 0.28% +516 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,390 shares; 2024Q4: 6,363 shares; 2025Q1: 5,843 shares; 2025Q2: 6,444 shares; 2025Q3: 6,690 shares; 2025Q4: 5,988 shares 5,988 $2.06M 0.28% -702 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,307 shares; 2024Q4: 2,417 shares; 2025Q1: 1,767 shares; 2025Q2: 1,742 shares; 2025Q3: 2,394 shares; 2025Q4: 1,746 shares 1,746 $1.88M 0.25% -648 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: restricted; 2024Q3: 11,558 shares; 2024Q4: 23,396 shares; 2025Q1: 20,932 shares; 2025Q2: 23,075 shares; 2025Q3: 22,672 shares; 2025Q4: 20,240 shares 20,240 $1.87M 0.25% -2,432 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,244 shares; 2025Q2: 11,320 shares; 2025Q3: 12,367 shares; 2025Q4: 10,048 shares 10,048 $1.84M 0.25% -2,319 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,260 shares; 2024Q4: 16,217 shares; 2025Q1: 14,854 shares; 2025Q2: 15,972 shares; 2025Q3: 16,498 shares; 2025Q4: 14,434 shares 14,434 $1.81M 0.24% -2,064 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,976 shares; 2024Q4: 11,791 shares; 2025Q1: 10,310 shares; 2025Q2: 11,517 shares; 2025Q3: 11,792 shares; 2025Q4: 10,172 shares 10,172 $1.81M 0.24% -1,620 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,461 shares; 2024Q4: 28,804 shares; 2025Q1: 26,758 shares; 2025Q2: 28,356 shares; 2025Q3: 29,840 shares; 2025Q4: 25,758 shares 25,758 $1.8M 0.24% -4,082 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,145 shares; 2024Q4: 82,389 shares; 2025Q1: 79,290 shares; 2025Q2: 79,106 shares; 2025Q3: 77,051 shares; 2025Q4: 73,578 shares 73,578 $1.77M 0.24% -3,473 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,693 shares; 2024Q4: 26,508 shares; 2025Q1: 23,465 shares; 2025Q2: 25,441 shares; 2025Q3: 26,207 shares; 2025Q4: 22,836 shares 22,836 $1.76M 0.24% -3,371 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: restricted; 2024Q3: 37,174 shares; 2024Q4: 36,604 shares; 2025Q1: 31,722 shares; 2025Q2: 41,241 shares; 2025Q3: 48,170 shares; 2025Q4: 36,496 shares 36,496 $1.75M 0.24% -11,674 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,590 shares; 2024Q4: 5,534 shares; 2025Q1: 5,021 shares; 2025Q2: 5,371 shares; 2025Q3: 5,797 shares; 2025Q4: 5,355 shares 5,355 $1.68M 0.23% -442 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,560 shares; 2024Q4: 8,435 shares; 2025Q1: 7,616 shares; 2025Q2: 8,406 shares; 2025Q3: 8,342 shares; 2025Q4: 7,446 shares 7,446 $1.66M 0.22% -896 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,693 shares; 2024Q4: 64,569 shares; 2025Q1: 51,051 shares; 2025Q2: 51,551 shares; 2025Q3: 63,043 shares; 2025Q4: 51,591 shares 51,591 $1.65M 0.22% -11,452 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: restricted; 2024Q3: 9,715 shares; 2024Q4: 9,500 shares; 2025Q1: 9,112 shares; 2025Q2: 8,244 shares; 2025Q3: 7,939 shares; 2025Q4: 7,695 shares 7,695 $1.63M 0.22% -244 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,088 shares; 2024Q4: 14,098 shares; 2025Q1: 13,941 shares; 2025Q2: 14,779 shares; 2025Q3: 15,917 shares; 2025Q4: 14,597 shares 14,597 $1.63M 0.22% -1,320 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: restricted; 2024Q3: 7,414 shares; 2024Q4: 7,344 shares; 2025Q1: 6,429 shares; 2025Q2: 6,290 shares; 2025Q3: 6,292 shares; 2025Q4: 6,290 shares 6,290 $1.62M 0.22% -2 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,678 shares; 2024Q4: 17,678 shares; 2025Q1: 25,033 shares; 2025Q2: 22,235 shares; 2025Q3: 27,145 shares; 2025Q4: 21,685 shares 21,685 $1.59M 0.22% -5,460 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,009 shares; 2024Q4: 1,099 shares; 2025Q1: 1,382 shares; 2025Q2: 1,701 shares; 2025Q3: 1,801 shares; 2025Q4: 2,532 shares 2,532 $1.59M 0.21% +731 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,199 shares; 2024Q4: 36,609 shares; 2025Q1: 34,604 shares; 2025Q2: 38,173 shares; 2025Q3: 37,697 shares; 2025Q4: 33,543 shares 33,543 $1.53M 0.21% -4,154 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,664 shares; 2024Q4: 20,766 shares; 2025Q1: 20,720 shares; 2025Q2: 20,780 shares; 2025Q3: 20,520 shares; 2025Q4: 19,610 shares 19,610 $1.52M 0.21% -910 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,029 shares; 2024Q4: 50,280 shares; 2025Q1: 45,118 shares; 2025Q2: 49,944 shares; 2025Q3: 49,449 shares; 2025Q4: 43,940 shares 43,940 $1.49M 0.2% -5,509 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,322 shares; 2024Q4: 6,759 shares; 2025Q1: 5,978 shares; 2025Q2: 6,576 shares; 2025Q3: 6,515 shares; 2025Q4: 5,789 shares 5,789 $1.47M 0.2% -726 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: restricted; 2024Q3: not reported; 2024Q4: 1,684 shares; 2025Q1: 1,364 shares; 2025Q2: 1,504 shares; 2025Q3: 1,551 shares; 2025Q4: 1,336 shares 1,336 $1.43M 0.19% -215 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,475 shares; 2024Q4: 6,371 shares; 2025Q1: 6,556 shares; 2025Q2: 7,261 shares; 2025Q3: 7,180 shares; 2025Q4: 6,388 shares 6,388 $1.42M 0.19% -792 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,067 shares; 2024Q4: 19,702 shares; 2025Q1: 20,319 shares; 2025Q2: 22,421 shares; 2025Q3: 22,109 shares; 2025Q4: 19,720 shares 19,720 $1.35M 0.18% -2,389 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,673 shares; 2025Q4: 33,419 shares 33,419 $1.29M 0.17% -6,254 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,895 shares; 2024Q4: 13,705 shares; 2025Q1: 12,576 shares; 2025Q2: 12,787 shares; 2025Q3: 12,637 shares; 2025Q4: 11,346 shares 11,346 $1.27M 0.17% -1,291 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,268 shares; 2024Q4: 6,040 shares; 2025Q1: 3,872 shares; 2025Q2: 3,808 shares; 2025Q3: 6,492 shares; 2025Q4: 4,025 shares 4,025 $1.26M 0.17% -2,467 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,764 shares; 2024Q4: 25,369 shares; 2025Q1: 21,931 shares; 2025Q2: 24,227 shares; 2025Q3: 31,579 shares; 2025Q4: 27,493 shares 27,493 $1.25M 0.17% -4,086 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,291 shares; 2024Q4: 4,223 shares; 2025Q1: 3,760 shares; 2025Q2: 4,169 shares; 2025Q3: 4,128 shares; 2025Q4: 3,665 shares 3,665 $1.23M 0.17% -463 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,383 shares; 2024Q4: 15,143 shares; 2025Q1: 13,428 shares; 2025Q2: 34,499 shares; 2025Q3: 34,288 shares; 2025Q4: 30,321 shares 30,321 $1.22M 0.16% -3,967 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,081 shares; 2024Q4: 6,447 shares; 2025Q1: 6,138 shares; 2025Q2: 6,130 shares; 2025Q3: 6,672 shares; 2025Q4: 6,180 shares 6,180 $1.2M 0.16% -492 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,227 shares; 2024Q4: 2,227 shares; 2025Q1: 2,065 shares; 2025Q2: 2,053 shares; 2025Q3: 2,258 shares; 2025Q4: 2,069 shares 2,069 $1.18M 0.16% -189 Timeline ALKT ALKAMI TECHNOLOGY INC More: the full row for ALKAMI TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 62,508 shares; 2025Q1: 54,900 shares; 2025Q2: 54,900 shares; 2025Q3: 49,900 shares; 2025Q4: 49,900 shares 49,900 $1.15M 0.16% 0 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,071 shares; 2024Q4: 16,831 shares; 2025Q1: 15,017 shares; 2025Q2: 16,620 shares; 2025Q3: 16,401 shares; 2025Q4: 14,629 shares 14,629 $1.14M 0.15% -1,772 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,436 shares; 2024Q4: 12,313 shares; 2025Q1: 11,730 shares; 2025Q2: 12,619 shares; 2025Q3: 13,222 shares; 2025Q4: 10,636 shares 10,636 $1.12M 0.15% -2,586 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,055 shares; 2024Q4: 2,999 shares; 2025Q1: 2,597 shares; 2025Q2: 2,883 shares; 2025Q3: 2,976 shares; 2025Q4: 2,538 shares 2,538 $1.08M 0.15% -438 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: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,486 shares 13,486 $1.08M 0.15% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,483 shares; 2024Q4: 4,110 shares; 2025Q1: 3,568 shares; 2025Q2: 3,651 shares; 2025Q3: 3,818 shares; 2025Q4: 3,214 shares 3,214 $1.05M 0.14% -604 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,219 shares; 2024Q4: 2,219 shares; 2025Q1: 2,219 shares; 2025Q2: 2,219 shares; 2025Q3: 2,219 shares; 2025Q4: 2,219 shares 2,219 $1.05M 0.14% 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: restricted; 2024Q3: 16,284 shares; 2024Q4: 16,286 shares; 2025Q1: 16,086 shares; 2025Q2: 16,267 shares; 2025Q3: 16,298 shares; 2025Q4: 15,624 shares 15,624 $1.05M 0.14% -674 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,591 shares; 2024Q4: 27,156 shares; 2025Q1: 24,156 shares; 2025Q2: 26,666 shares; 2025Q3: 30,504 shares; 2025Q4: 27,221 shares 27,221 $1.04M 0.14% -3,283 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,695 shares; 2025Q3: 56,480 shares; 2025Q4: 67,181 shares 67,181 $1M 0.14% +10,701 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,367 shares; 2024Q4: 3,395 shares; 2025Q1: 2,919 shares; 2025Q2: 2,783 shares; 2025Q3: 3,290 shares; 2025Q4: 2,848 shares 2,848 $999K 0.13% -442 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,254 shares; 2024Q4: 19,179 shares; 2025Q1: 16,908 shares; 2025Q2: 16,122 shares; 2025Q3: 14,316 shares; 2025Q4: 11,894 shares 11,894 $985K 0.13% -2,422 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,940 shares; 2024Q4: 1,995 shares; 2025Q1: 1,471 shares; 2025Q2: 1,450 shares; 2025Q3: 2,094 shares; 2025Q4: 1,483 shares 1,483 $979K 0.13% -611 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,255 shares; 2024Q4: 1,252 shares; 2025Q1: 1,143 shares; 2025Q2: 1,233 shares; 2025Q3: 1,314 shares; 2025Q4: 1,107 shares 1,107 $955K 0.13% -207 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,164 shares; 2024Q4: 3,083 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,390 shares; 2025Q4: 2,876 shares 2,876 $949K 0.13% -514 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,544 shares; 2024Q4: 6,438 shares; 2025Q1: 5,721 shares; 2025Q2: 5,913 shares; 2025Q3: 5,897 shares; 2025Q4: 5,176 shares 5,176 $910K 0.12% -721 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,450 shares; 2024Q4: 22,421 shares; 2025Q1: 24,446 shares; 2025Q2: 24,681 shares; 2025Q3: 25,420 shares; 2025Q4: 25,068 shares 25,068 $904K 0.12% -352 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,915 shares; 2025Q4: 14,600 shares 14,600 $896K 0.12% +2,685 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,715 shares; 2024Q4: 17,449 shares; 2025Q1: 18,960 shares; 2025Q2: 25,155 shares; 2025Q3: 24,866 shares; 2025Q4: 21,874 shares 21,874 $862K 0.12% -2,992 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 789 shares; 2024Q4: 803 shares; 2025Q1: 765 shares; 2025Q2: 939 shares; 2025Q3: 1,491 shares; 2025Q4: 1,254 shares 1,254 $855K 0.12% -237 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: restricted; 2024Q3: 4,242 shares; 2024Q4: 4,042 shares; 2025Q1: 3,852 shares; 2025Q2: 3,552 shares; 2025Q3: 3,552 shares; 2025Q4: 3,037 shares 3,037 $760K 0.1% -515 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 2 shares; 2025Q4: 1 shares 1 $755K 0.1% -1 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: restricted; 2024Q3: 2,941 shares; 2024Q4: 3,280 shares; 2025Q1: 2,727 shares; 2025Q2: 3,235 shares; 2025Q3: 6,640 shares; 2025Q4: 7,536 shares 7,536 $740K 0.1% +896 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,671 shares; 2024Q4: 5,821 shares; 2025Q1: 11,668 shares; 2025Q2: 12,835 shares; 2025Q3: 7,246 shares; 2025Q4: 7,411 shares 7,411 $740K 0.1% +165 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,304 shares; 2024Q4: 192,961 shares; 2025Q1: 42,160 shares; 2025Q2: 42,160 shares; 2025Q3: 193,817 shares; 2025Q4: 43,614 shares 43,614 $719K 0.1% -150,203 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,254 shares; 2024Q4: 3,288 shares; 2025Q1: 3,120 shares; 2025Q2: 3,110 shares; 2025Q3: 3,110 shares; 2025Q4: 3,086 shares 3,086 $591K 0.08% -24 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,440 shares; 2024Q4: not reported; 2025Q1: 7,440 shares; 2025Q2: 7,440 shares; 2025Q3: 9,041 shares; 2025Q4: 9,129 shares 9,129 $588K 0.08% +88 Timeline DMLP DORCHESTER MINERALS L P More: the full row for DORCHESTER MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,605 shares; 2024Q4: 35,605 shares; 2025Q1: 24,605 shares; 2025Q2: 24,605 shares; 2025Q3: 35,605 shares; 2025Q4: 25,605 shares 25,605 $573K 0.08% -10,000 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,942 shares; 2024Q4: 19,598 shares; 2025Q1: 17,864 shares; 2025Q2: 19,777 shares; 2025Q3: 19,612 shares; 2025Q4: 10,187 shares 10,187 $556K 0.08% -9,425 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,299 shares; 2024Q4: 3,337 shares; 2025Q1: 2,735 shares; 2025Q2: 2,660 shares; 2025Q3: 3,120 shares; 2025Q4: 2,636 shares 2,636 $546K 0.07% -484 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 695 shares; 2025Q1: 695 shares; 2025Q2: 695 shares; 2025Q3: 695 shares; 2025Q4: 695 shares 695 $524K 0.07% 0 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: restricted; 2024Q3: 10,719 shares; 2024Q4: 10,719 shares; 2025Q1: 7,668 shares; 2025Q2: 8,676 shares; 2025Q3: 17,586 shares; 2025Q4: 8,609 shares 8,609 $517K 0.07% -8,977 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,500 shares; 2024Q4: 10,500 shares; 2025Q1: 10,500 shares; 2025Q2: 10,500 shares; 2025Q3: 10,500 shares; 2025Q4: 10,500 shares 10,500 $495K 0.07% 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: restricted; 2024Q3: 12,941 shares; 2024Q4: 13,005 shares; 2025Q1: 8,559 shares; 2025Q2: 9,459 shares; 2025Q3: 14,602 shares; 2025Q4: 9,602 shares 9,602 $487K 0.07% -5,000 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,241 shares; 2024Q4: 1,421 shares; 2025Q1: 1,495 shares; 2025Q2: 1,406 shares; 2025Q3: 4,999 shares; 2025Q4: 1,024 shares 1,024 $461K 0.06% -3,975 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: restricted; 2024Q3: 24,886 shares; 2024Q4: 24,379 shares; 2025Q1: 24,085 shares; 2025Q2: 22,946 shares; 2025Q3: 21,641 shares; 2025Q4: 21,545 shares 21,545 $450K 0.06% -96 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: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,240 shares; 2025Q3: 5,495 shares; 2025Q4: 6,320 shares 6,320 $439K 0.06% +825 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares 20,000 $423K 0.06% 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: restricted; 2024Q3: 40,705 shares; 2024Q4: 43,875 shares; 2025Q1: 21,177 shares; 2025Q2: 21,976 shares; 2025Q3: 27,585 shares; 2025Q4: 21,976 shares 21,976 $395K 0.05% -5,609 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,142 shares; 2024Q4: 17,142 shares; 2025Q1: 7,372 shares; 2025Q2: 7,372 shares; 2025Q3: 16,679 shares; 2025Q4: 7,372 shares 7,372 $393K 0.05% -9,307 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,758 shares; 2024Q4: 9,313 shares; 2025Q1: 9,040 shares; 2025Q2: 9,097 shares; 2025Q3: 9,097 shares; 2025Q4: 9,077 shares 9,077 $377K 0.05% -20 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 821 shares; 2024Q4: 821 shares; 2025Q1: 792 shares; 2025Q2: 784 shares; 2025Q3: 816 shares; 2025Q4: 782 shares 782 $365K 0.05% -34 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,188 shares; 2024Q4: 6,188 shares; 2025Q1: 6,188 shares; 2025Q2: 6,188 shares; 2025Q3: 4,988 shares; 2025Q4: 4,220 shares 4,220 $360K 0.05% -768 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 756 shares; 2024Q4: 768 shares; 2025Q1: 736 shares; 2025Q2: 734 shares; 2025Q3: 796 shares; 2025Q4: 733 shares 733 $344K 0.05% -63 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: restricted; 2024Q3: 2,341 shares; 2024Q4: 2,350 shares; 2025Q1: 2,329 shares; 2025Q2: 2,098 shares; 2025Q3: 2,446 shares; 2025Q4: 2,217 shares 2,217 $341K 0.05% -229 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: restricted; 2024Q3: 13,771 shares; 2024Q4: 13,833 shares; 2025Q1: 11,694 shares; 2025Q2: 11,694 shares; 2025Q3: 16,793 shares; 2025Q4: 12,315 shares 12,315 $339K 0.05% -4,478 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,585 shares; 2024Q4: 3,832 shares; 2025Q1: 3,343 shares; 2025Q2: 2,546 shares; 2025Q3: 2,843 shares; 2025Q4: 2,197 shares 2,197 $335K 0.05% -646 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,732 shares; 2025Q1: not reported; 2025Q2: 2,438 shares; 2025Q3: 2,735 shares; 2025Q4: 1,701 shares 1,701 $302K 0.04% -1,034 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: restricted; 2024Q3: 5,290 shares; 2024Q4: 5,584 shares; 2025Q1: 5,732 shares; 2025Q2: 5,207 shares; 2025Q3: 2,734 shares; 2025Q4: 2,737 shares 2,737 $293K 0.04% +3 Timeline STLN STARLING ONCOLOGY INC More: the full row for STARLING ONCOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,362 shares; 2024Q4: 81,362 shares; 2025Q1: 81,362 shares; 2025Q2: 81,362 shares; 2025Q3: 81,362 shares; 2025Q4: 81,362 shares 81,362 $290K 0.04% 0 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: restricted; 2024Q3: 370 shares; 2024Q4: 370 shares; 2025Q1: not reported; 2025Q2: 328 shares; 2025Q3: 388 shares; 2025Q4: 328 shares 328 $288K 0.04% -60 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,898 shares; 2024Q4: 1,901 shares; 2025Q1: 1,647 shares; 2025Q2: 1,110 shares; 2025Q3: 1,239 shares; 2025Q4: 947 shares 947 $281K 0.04% -292 Timeline BUSE FIRST BUSEY CORP More: the full row for FIRST BUSEY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,503 shares; 2025Q2: 11,503 shares; 2025Q3: 11,503 shares; 2025Q4: 11,503 shares 11,503 $274K 0.04% 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: restricted; 2024Q3: 11,671 shares; 2024Q4: 11,575 shares; 2025Q1: 10,940 shares; 2025Q2: 10,953 shares; 2025Q3: 12,479 shares; 2025Q4: 10,877 shares 10,877 $271K 0.04% -1,602 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,170 shares; 2024Q4: 4,236 shares; 2025Q1: 4,177 shares; 2025Q2: 4,067 shares; 2025Q3: 2,643 shares; 2025Q4: 2,639 shares 2,639 $270K 0.04% -4 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,018 shares; 2024Q4: 5,245 shares; 2025Q1: 4,950 shares; 2025Q2: 4,950 shares; 2025Q3: 4,950 shares; 2025Q4: 4,950 shares 4,950 $267K 0.04% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,064 shares; 2024Q4: 4,365 shares; 2025Q1: 3,344 shares; 2025Q2: 3,302 shares; 2025Q3: 4,548 shares; 2025Q4: 3,288 shares 3,288 $264K 0.04% -1,260 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 939 shares; 2024Q4: 941 shares; 2025Q1: 867 shares; 2025Q2: 845 shares; 2025Q3: 993 shares; 2025Q4: 850 shares 850 $260K 0.04% -143 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,989 shares; 2024Q4: 1,994 shares; 2025Q1: 1,759 shares; 2025Q2: 1,740 shares; 2025Q3: 1,774 shares; 2025Q4: 1,593 shares 1,593 $246K 0.03% -181 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,361 shares; 2024Q4: 13,361 shares; 2025Q1: 6,180 shares; 2025Q2: 6,680 shares; 2025Q3: 8,385 shares; 2025Q4: 7,108 shares 7,108 $245K 0.03% -1,277 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,570 shares 4,570 $244K 0.03% new 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: restricted; 2024Q3: 1,373 shares; 2024Q4: 1,326 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,400 shares; 2025Q4: 900 shares 900 $231K 0.03% -500 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,416 shares; 2024Q4: 2,416 shares; 2025Q1: 2,416 shares; 2025Q2: 2,416 shares; 2025Q3: 1,934 shares; 2025Q4: 1,934 shares 1,934 $230K 0.03% 0 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,103 shares; 2024Q4: 25,103 shares; 2025Q1: not reported; 2025Q2: 3,819 shares; 2025Q3: 25,705 shares; 2025Q4: 4,324 shares 4,324 $227K 0.03% -21,381 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 911 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 918 shares; 2025Q4: 817 shares 817 $222K 0.03% -101 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,624 shares; 2024Q4: 1,624 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares 1,600 $221K 0.03% 0 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: restricted; 2024Q3: 4,607 shares; 2024Q4: 4,607 shares; 2025Q1: 2,000 shares; 2025Q2: not reported; 2025Q3: 2,812 shares; 2025Q4: 1,194 shares 1,194 $220K 0.03% -1,618 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,254 shares; 2025Q1: not reported; 2025Q2: 1,226 shares; 2025Q3: 1,425 shares; 2025Q4: 1,001 shares 1,001 $217K 0.03% -424 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 824 shares; 2025Q4: 736 shares 736 $212K 0.03% -88 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,100 shares; 2024Q4: 6,100 shares; 2025Q1: 5,750 shares; 2025Q2: 5,712 shares; 2025Q3: 5,926 shares; 2025Q4: 5,700 shares 5,700 $211K 0.03% -226 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: restricted; 2024Q3: 692 shares; 2024Q4: 751 shares; 2025Q1: not reported; 2025Q2: 722 shares; 2025Q3: 878 shares; 2025Q4: 654 shares 654 $208K 0.03% -224 Timeline TSHA TAYSHA GENE THERAPIES INC More: the full row for TAYSHA GENE THERAPIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares 20,000 $110K 0.01% 0 Timeline AIV APARTMENT INVT & MGMT CO More: the full row for APARTMENT INVT & MGMT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $59.4K 0.01% 0 Timeline