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: 71,611 shares; 2024Q4: 85,667 shares; 2025Q1: 90,677 shares; 2025Q2: 96,022 shares; 2025Q3: 97,036 shares; 2025Q4: 97,196 shares 97,196 $48.9M 12.63% +160 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 412,487 shares; 2024Q4: 460,415 shares; 2025Q1: 487,659 shares; 2025Q2: 496,766 shares; 2025Q3: 501,813 shares; 2025Q4: 496,213 shares 496,213 $22.1M 5.7% -5,600 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,062 shares; 2024Q4: 25,194 shares; 2025Q1: 25,806 shares; 2025Q2: 25,997 shares; 2025Q3: 25,787 shares; 2025Q4: 76,205 shares 76,205 $21.9M 5.66% +50,418 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 299,215 shares; 2024Q4: 294,713 shares; 2025Q1: 292,881 shares; 2025Q2: 291,784 shares; 2025Q3: 289,410 shares; 2025Q4: 278,603 shares 278,603 $19M 4.92% -10,807 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: restricted; 2024Q3: 67,050 shares; 2024Q4: 76,422 shares; 2025Q1: 85,026 shares; 2025Q2: 87,509 shares; 2025Q3: 91,218 shares; 2025Q4: 94,480 shares 94,480 $18M 4.66% +3,262 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: restricted; 2024Q3: 20,559 shares; 2024Q4: 25,223 shares; 2025Q1: 28,879 shares; 2025Q2: 30,205 shares; 2025Q3: 32,169 shares; 2025Q4: 33,694 shares 33,694 $16.4M 4.25% +1,525 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,946 shares; 2024Q4: 182,124 shares; 2025Q1: 267,051 shares; 2025Q2: 273,978 shares; 2025Q3: 280,117 shares; 2025Q4: 283,575 shares 283,575 $14.3M 3.71% +3,458 Timeline LB LANDBRIDGE COMPANY LLC More: the full row for LANDBRIDGE COMPANY LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 78,253 shares; 2025Q1: 124,438 shares; 2025Q2: 178,176 shares; 2025Q3: 244,982 shares; 2025Q4: 236,707 shares 236,707 $11.6M 3% -8,275 Timeline SAMT ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III 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: 143,350 shares; 2025Q4: 278,083 shares 278,083 $10.7M 2.77% +134,733 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,466 shares; 2024Q4: 32,633 shares; 2025Q1: 34,589 shares; 2025Q2: 34,025 shares; 2025Q3: 33,734 shares; 2025Q4: 66,129 shares 66,129 $9.52M 2.46% +32,395 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 243,416 shares; 2025Q3: 275,067 shares; 2025Q4: 274,945 shares 274,945 $8.97M 2.32% -122 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: 27,478 shares; 2024Q4: 26,624 shares; 2025Q1: 30,348 shares; 2025Q2: 30,888 shares; 2025Q3: 30,698 shares; 2025Q4: 30,006 shares 30,006 $8.16M 2.11% -692 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR 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: 68,257 shares; 2025Q2: 84,845 shares; 2025Q3: 113,161 shares; 2025Q4: 139,513 shares 139,513 $7.26M 1.88% +26,352 Timeline ACVA ACV AUCTIONS INC More: the full row for ACV AUCTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,098,993 shares; 2024Q4: 1,001,669 shares; 2025Q1: 1,000,964 shares; 2025Q2: 995,796 shares; 2025Q3: 945,809 shares; 2025Q4: 784,552 shares 784,552 $6.29M 1.63% -161,257 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: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 228,227 shares; 2025Q3: 230,943 shares; 2025Q4: 225,062 shares 225,062 $5.9M 1.53% -5,881 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: 4,040 shares; 2024Q4: 4,426 shares; 2025Q1: 4,375 shares; 2025Q2: 5,479 shares; 2025Q3: 6,675 shares; 2025Q4: 7,362 shares 7,362 $5.55M 1.43% +687 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,790 shares; 2024Q4: 122,800 shares; 2025Q1: 75,398 shares; 2025Q2: 73,592 shares; 2025Q3: 72,575 shares; 2025Q4: 71,211 shares 71,211 $5.48M 1.42% -1,364 Timeline TXUE THORNBURG ETF TR More: the full row for THORNBURG ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,789 shares; 2025Q3: 90,274 shares; 2025Q4: 161,314 shares 161,314 $5.06M 1.31% +71,040 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 105,189 shares; 2025Q1: 113,315 shares; 2025Q2: 117,745 shares; 2025Q3: 118,474 shares; 2025Q4: 122,551 shares 122,551 $4.75M 1.23% +4,077 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,821 shares; 2024Q4: 6,505 shares; 2025Q1: 7,332 shares; 2025Q2: 7,256 shares; 2025Q3: 7,252 shares; 2025Q4: 20,412 shares 20,412 $4.49M 1.16% +13,160 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: 18,171 shares; 2024Q4: 18,892 shares; 2025Q1: 22,870 shares; 2025Q2: 23,231 shares; 2025Q3: 23,759 shares; 2025Q4: 21,843 shares 21,843 $4.07M 1.05% -1,916 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: 12,179 shares; 2024Q4: 12,254 shares; 2025Q1: 12,332 shares; 2025Q2: 13,697 shares; 2025Q3: 13,463 shares; 2025Q4: 12,438 shares 12,438 $4.01M 1.04% -1,025 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 493 shares; 2024Q4: 436 shares; 2025Q1: 436 shares; 2025Q2: 436 shares; 2025Q3: 436 shares; 2025Q4: 5,411 shares 5,411 $3.71M 0.96% +4,975 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: restricted; 2024Q3: 24,582 shares; 2024Q4: 24,102 shares; 2025Q1: 24,204 shares; 2025Q2: 20,821 shares; 2025Q3: 21,038 shares; 2025Q4: 20,928 shares 20,928 $3.24M 0.84% -110 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: 69,127 shares; 2024Q4: 66,637 shares; 2025Q1: 66,646 shares; 2025Q2: 199,670 shares; 2025Q3: 197,955 shares; 2025Q4: 194,994 shares 194,994 $3.22M 0.83% -2,961 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: 5,737 shares; 2024Q4: 6,306 shares; 2025Q1: 6,430 shares; 2025Q2: 6,688 shares; 2025Q3: 6,482 shares; 2025Q4: 6,497 shares 6,497 $3.14M 0.81% +15 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,829 shares; 2024Q4: 50,610 shares; 2025Q1: 51,439 shares; 2025Q2: 53,075 shares; 2025Q3: 55,742 shares; 2025Q4: 56,168 shares 56,168 $3.08M 0.8% +426 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: restricted; 2024Q3: not reported; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 17,900 shares; 2025Q3: 17,957 shares; 2025Q4: 17,852 shares 17,852 $3.06M 0.79% -105 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: 50,500 shares; 2024Q4: 48,855 shares; 2025Q1: 49,056 shares; 2025Q2: 47,920 shares; 2025Q3: 47,710 shares; 2025Q4: 45,617 shares 45,617 $2.94M 0.76% -2,093 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: 11,037 shares; 2024Q4: 12,085 shares; 2025Q1: 11,692 shares; 2025Q2: 11,452 shares; 2025Q3: 13,381 shares; 2025Q4: 12,031 shares 12,031 $2.78M 0.72% -1,350 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,118 shares; 2024Q4: 29,791 shares; 2025Q1: 30,701 shares; 2025Q2: 91,764 shares; 2025Q3: 90,155 shares; 2025Q4: 89,961 shares 89,961 $2.61M 0.68% -194 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: restricted; 2024Q3: 22,802 shares; 2024Q4: 22,764 shares; 2025Q1: 23,438 shares; 2025Q2: 22,522 shares; 2025Q3: 22,633 shares; 2025Q4: 22,122 shares 22,122 $2.6M 0.67% -511 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: 6,620 shares; 2024Q4: 6,735 shares; 2025Q1: 6,711 shares; 2025Q2: 7,990 shares; 2025Q3: 8,120 shares; 2025Q4: 8,149 shares 8,149 $2.55M 0.66% +29 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,232 shares; 2024Q4: 50,442 shares; 2025Q1: 57,453 shares; 2025Q2: 57,533 shares; 2025Q3: 56,092 shares; 2025Q4: 43,848 shares 43,848 $2.41M 0.62% -12,244 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: 14,368 shares; 2024Q4: 12,843 shares; 2025Q1: 12,847 shares; 2025Q2: 13,283 shares; 2025Q3: 12,833 shares; 2025Q4: 12,932 shares 12,932 $2.37M 0.61% +99 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: 68,227 shares; 2024Q4: 69,202 shares; 2025Q1: 72,992 shares; 2025Q2: 70,682 shares; 2025Q3: 70,175 shares; 2025Q4: 70,175 shares 70,175 $2.25M 0.58% 0 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: 22,832 shares; 2024Q4: 24,404 shares; 2025Q1: 24,687 shares; 2025Q2: 25,310 shares; 2025Q3: 25,856 shares; 2025Q4: 25,976 shares 25,976 $2.22M 0.57% +120 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: restricted; 2024Q3: 8,519 shares; 2024Q4: 10,141 shares; 2025Q1: 10,181 shares; 2025Q2: 10,138 shares; 2025Q3: 10,002 shares; 2025Q4: 10,004 shares 10,004 $2.12M 0.55% +2 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: 2,002 shares; 2024Q4: 2,051 shares; 2025Q1: 2,043 shares; 2025Q2: 2,070 shares; 2025Q3: 2,017 shares; 2025Q4: 3,072 shares 3,072 $2.1M 0.54% +1,055 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: restricted; 2024Q3: 5,571 shares; 2024Q4: 7,025 shares; 2025Q1: 7,054 shares; 2025Q2: 6,931 shares; 2025Q3: 6,828 shares; 2025Q4: 6,828 shares 6,828 $2.06M 0.53% 0 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: 2,564 shares; 2024Q4: 2,577 shares; 2025Q1: 2,901 shares; 2025Q2: 2,945 shares; 2025Q3: 2,961 shares; 2025Q4: 3,000 shares 3,000 $1.98M 0.51% +39 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: 9,599 shares; 2024Q4: 9,869 shares; 2025Q1: 10,214 shares; 2025Q2: 10,088 shares; 2025Q3: 10,070 shares; 2025Q4: 5,656 shares 5,656 $1.9M 0.49% -4,414 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: restricted; 2024Q3: 7,796 shares; 2024Q4: 7,448 shares; 2025Q1: 6,990 shares; 2025Q2: 6,939 shares; 2025Q3: 7,653 shares; 2025Q4: 14,562 shares 14,562 $1.74M 0.45% +6,909 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: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,731 shares 6,731 $1.66M 0.43% new Timeline VOX 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: 7,477 shares; 2024Q4: 7,476 shares; 2025Q1: 7,213 shares; 2025Q2: 7,908 shares; 2025Q3: 8,501 shares; 2025Q4: 8,499 shares 8,499 $1.65M 0.43% -2 Timeline VIS 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: 5,490 shares; 2024Q4: 5,677 shares; 2025Q1: 5,845 shares; 2025Q2: 4,937 shares; 2025Q3: 5,049 shares; 2025Q4: 5,326 shares 5,326 $1.59M 0.41% +277 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: restricted; 2024Q3: 12,278 shares; 2024Q4: 12,234 shares; 2025Q1: 12,345 shares; 2025Q2: 12,832 shares; 2025Q3: 12,852 shares; 2025Q4: 11,818 shares 11,818 $1.58M 0.41% -1,034 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 75,000 shares; 2025Q3: 56,849 shares; 2025Q4: 56,849 shares 56,849 $1.56M 0.4% 0 Timeline VHT 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: 3,704 shares; 2024Q4: 3,828 shares; 2025Q1: 3,621 shares; 2025Q2: 5,520 shares; 2025Q3: 5,628 shares; 2025Q4: 5,368 shares 5,368 $1.55M 0.4% -260 Timeline RSPT 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: 35,662 shares; 2024Q4: 35,662 shares; 2025Q1: 33,657 shares; 2025Q2: 33,657 shares; 2025Q3: 33,657 shares; 2025Q4: 33,657 shares 33,657 $1.53M 0.4% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,923 shares; 2024Q4: 5,163 shares; 2025Q1: 5,400 shares; 2025Q2: 4,780 shares; 2025Q3: 4,876 shares; 2025Q4: 4,815 shares 4,815 $1.51M 0.39% -61 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: 36,209 shares; 2024Q4: 27,935 shares; 2025Q1: 27,935 shares; 2025Q2: 27,385 shares; 2025Q3: 27,385 shares; 2025Q4: 27,385 shares 27,385 $1.46M 0.38% 0 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: 12,189 shares; 2024Q4: 12,194 shares; 2025Q1: 12,184 shares; 2025Q2: 12,587 shares; 2025Q3: 12,120 shares; 2025Q4: 12,127 shares 12,127 $1.46M 0.38% +7 Timeline VDC 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: 6,410 shares; 2024Q4: 6,569 shares; 2025Q1: 6,399 shares; 2025Q2: 6,403 shares; 2025Q3: 6,934 shares; 2025Q4: 6,601 shares 6,601 $1.39M 0.36% -333 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: restricted; 2024Q3: 2,697 shares; 2024Q4: 2,685 shares; 2025Q1: 2,997 shares; 2025Q2: 3,222 shares; 2025Q3: 3,232 shares; 2025Q4: 3,260 shares 3,260 $1.28M 0.33% +28 Timeline JAPN LISTED FDS TR More: the full row for LISTED FDS 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: 13,086 shares; 2025Q3: 33,220 shares; 2025Q4: 49,175 shares 49,175 $1.26M 0.33% +15,955 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,641 shares; 2024Q4: 11,760 shares; 2025Q1: 12,308 shares; 2025Q2: 15,348 shares; 2025Q3: 15,366 shares; 2025Q4: 15,174 shares 15,174 $1.26M 0.33% -192 Timeline IYF 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: 9,552 shares; 2024Q4: 9,792 shares; 2025Q1: 9,612 shares; 2025Q2: 9,515 shares; 2025Q3: 9,363 shares; 2025Q4: 9,161 shares 9,161 $1.18M 0.31% -202 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,025 shares; 2024Q4: 2,025 shares; 2025Q1: 2,025 shares; 2025Q2: 2,925 shares; 2025Q3: 2,925 shares; 2025Q4: 2,925 shares 2,925 $1.16M 0.3% 0 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: 9,351 shares; 2024Q4: 9,179 shares; 2025Q1: 9,181 shares; 2025Q2: 10,599 shares; 2025Q3: 10,502 shares; 2025Q4: 10,334 shares 10,334 $1.15M 0.3% -168 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: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,580 shares 11,580 $1.11M 0.29% new 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: restricted; 2024Q3: 5,240 shares; 2024Q4: 4,978 shares; 2025Q1: 4,933 shares; 2025Q2: 7,339 shares; 2025Q3: 8,017 shares; 2025Q4: 7,154 shares 7,154 $1.11M 0.29% -863 Timeline CFLT CONFLUENT INC-CLASS A More: the full row for CONFLUENT INC-CLASS A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,497 shares; 2024Q4: 36,397 shares; 2025Q1: 36,397 shares; 2025Q2: 36,397 shares; 2025Q3: 36,459 shares; 2025Q4: 36,151 shares 36,151 $1.09M 0.28% -308 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: 4,879 shares; 2024Q4: 4,782 shares; 2025Q1: 4,791 shares; 2025Q2: 5,341 shares; 2025Q3: 4,868 shares; 2025Q4: 4,760 shares 4,760 $1.09M 0.28% -108 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: not reported; 2024Q4: 1,067 shares; 2025Q1: 1,525 shares; 2025Q2: 1,575 shares; 2025Q3: 1,825 shares; 2025Q4: 1,611 shares 1,611 $1.01M 0.26% -214 Timeline RXI 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: 5,123 shares; 2024Q4: 5,111 shares; 2025Q1: 5,092 shares; 2025Q2: 5,090 shares; 2025Q3: 4,863 shares; 2025Q4: 4,863 shares 4,863 $998K 0.26% 0 Timeline IUSV 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: 10,027 shares; 2024Q4: 9,897 shares; 2025Q1: 9,897 shares; 2025Q2: 9,897 shares; 2025Q3: 9,733 shares; 2025Q4: 9,599 shares 9,599 $984K 0.25% -134 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: restricted; 2024Q3: 5,970 shares; 2024Q4: 5,885 shares; 2025Q1: 5,885 shares; 2025Q2: 5,885 shares; 2025Q3: 5,885 shares; 2025Q4: 5,795 shares 5,795 $973K 0.25% -90 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: 2,440 shares; 2024Q4: 2,714 shares; 2025Q1: 3,221 shares; 2025Q2: 2,917 shares; 2025Q3: 2,845 shares; 2025Q4: 2,760 shares 2,760 $955K 0.25% -85 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: 1,017 shares; 2024Q4: 964 shares; 2025Q1: 967 shares; 2025Q2: 968 shares; 2025Q3: 957 shares; 2025Q4: 928 shares 928 $800K 0.21% -29 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: 2,839 shares; 2024Q4: 2,839 shares; 2025Q1: 2,839 shares; 2025Q2: 3,015 shares; 2025Q3: 2,854 shares; 2025Q4: 2,696 shares 2,696 $799K 0.21% -158 Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX ETF 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: 13,005 shares 13,005 $764K 0.2% new 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: 3,664 shares; 2024Q4: 3,692 shares; 2025Q1: 3,804 shares; 2025Q2: 4,180 shares; 2025Q3: 4,166 shares; 2025Q4: 3,797 shares 3,797 $740K 0.19% -369 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,861 shares; 2024Q4: 1,884 shares; 2025Q1: 2,025 shares; 2025Q2: 2,217 shares; 2025Q3: 2,164 shares; 2025Q4: 2,115 shares 2,115 $728K 0.19% -49 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: 6,728 shares; 2024Q4: 5,749 shares; 2025Q1: 5,467 shares; 2025Q2: 7,538 shares; 2025Q3: 7,865 shares; 2025Q4: 15,688 shares 15,688 $701K 0.18% +7,823 Timeline MSB MESABI TR More: the full row for MESABI TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,202 shares; 2024Q4: 18,105 shares; 2025Q1: 18,263 shares; 2025Q2: 18,263 shares; 2025Q3: 18,268 shares; 2025Q4: 17,263 shares 17,263 $665K 0.17% -1,005 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: restricted; 2024Q3: 8,166 shares; 2024Q4: 8,176 shares; 2025Q1: 7,646 shares; 2025Q2: 7,348 shares; 2025Q3: 6,502 shares; 2025Q4: 6,160 shares 6,160 $657K 0.17% -342 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: 3,202 shares; 2024Q4: 3,106 shares; 2025Q1: 3,145 shares; 2025Q2: 3,410 shares; 2025Q3: 3,256 shares; 2025Q4: 3,147 shares 3,147 $651K 0.17% -109 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: restricted; 2024Q3: 8,643 shares; 2024Q4: 7,992 shares; 2025Q1: 8,168 shares; 2025Q2: 8,131 shares; 2025Q3: 7,571 shares; 2025Q4: 7,865 shares 7,865 $611K 0.16% +294 Timeline IYJ 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: 4,346 shares; 2024Q4: 4,331 shares; 2025Q1: 4,324 shares; 2025Q2: 4,294 shares; 2025Q3: 4,080 shares; 2025Q4: 4,037 shares 4,037 $598K 0.15% -43 Timeline DFIV 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: restricted; 2024Q3: 11,721 shares; 2024Q4: 11,721 shares; 2025Q1: 11,721 shares; 2025Q2: 11,721 shares; 2025Q3: 11,721 shares; 2025Q4: 11,721 shares 11,721 $585K 0.15% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,888 shares; 2024Q4: 1,879 shares; 2025Q1: 2,062 shares; 2025Q2: 1,857 shares; 2025Q3: 1,866 shares; 2025Q4: 1,864 shares 1,864 $570K 0.15% -2 Timeline FXH 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: 5,799 shares; 2024Q4: 5,514 shares; 2025Q1: 5,514 shares; 2025Q2: 5,472 shares; 2025Q3: 5,459 shares; 2025Q4: 4,930 shares 4,930 $561K 0.15% -529 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: 1,078 shares; 2024Q4: 1,078 shares; 2025Q1: 1,192 shares; 2025Q2: 1,014 shares; 2025Q3: 976 shares; 2025Q4: 901 shares 901 $554K 0.14% -75 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,032 shares; 2024Q4: 4,032 shares; 2025Q1: 4,031 shares; 2025Q2: 4,133 shares; 2025Q3: 3,881 shares; 2025Q4: 3,796 shares 3,796 $544K 0.14% -85 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,001 shares; 2024Q4: 2,010 shares; 2025Q1: 2,081 shares; 2025Q2: 2,204 shares; 2025Q3: 2,046 shares; 2025Q4: 2,038 shares 2,038 $524K 0.14% -8 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: restricted; 2024Q3: 2,697 shares; 2024Q4: 2,703 shares; 2025Q1: 2,823 shares; 2025Q2: 3,043 shares; 2025Q3: 3,036 shares; 2025Q4: 3,046 shares 3,046 $521K 0.13% +10 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,678 shares; 2024Q4: 1,678 shares; 2025Q1: 1,671 shares; 2025Q2: 1,676 shares; 2025Q3: 1,710 shares; 2025Q4: 1,607 shares 1,607 $495K 0.13% -103 Timeline IYC 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: 4,875 shares; 2024Q4: 5,362 shares; 2025Q1: 4,868 shares; 2025Q2: 4,836 shares; 2025Q3: 4,791 shares; 2025Q4: 4,744 shares 4,744 $489K 0.13% -47 Timeline VAW 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: 2,320 shares; 2024Q4: 2,029 shares; 2025Q1: 1,996 shares; 2025Q2: 2,346 shares; 2025Q3: 2,329 shares; 2025Q4: 2,324 shares 2,324 $482K 0.12% -5 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: restricted; 2024Q3: 377 shares; 2024Q4: 377 shares; 2025Q1: 377 shares; 2025Q2: 377 shares; 2025Q3: 377 shares; 2025Q4: 788 shares 788 $476K 0.12% +411 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 479 shares; 2024Q4: 499 shares; 2025Q1: 542 shares; 2025Q2: 1,139 shares; 2025Q3: 814 shares; 2025Q4: 818 shares 818 $474K 0.12% +4 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,264 shares; 2024Q4: 13,714 shares; 2025Q1: 13,714 shares; 2025Q2: 13,528 shares; 2025Q3: 13,349 shares; 2025Q4: 13,047 shares 13,047 $473K 0.12% -302 Timeline FXU 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: 11,487 shares; 2024Q4: 10,991 shares; 2025Q1: 10,784 shares; 2025Q2: 10,705 shares; 2025Q3: 10,670 shares; 2025Q4: 10,420 shares 10,420 $469K 0.12% -250 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: 881 shares; 2024Q4: 954 shares; 2025Q1: 1,207 shares; 2025Q2: 1,343 shares; 2025Q3: 1,342 shares; 2025Q4: 1,333 shares 1,333 $468K 0.12% -9 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 834 shares; 2024Q4: 834 shares; 2025Q1: 798 shares; 2025Q2: 798 shares; 2025Q3: 807 shares; 2025Q4: 812 shares 812 $465K 0.12% +5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,390 shares; 2025Q4: 18,390 shares 18,390 $442K 0.11% 0 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: 3,774 shares; 2024Q4: 3,767 shares; 2025Q1: 3,710 shares; 2025Q2: 3,569 shares; 2025Q3: 3,569 shares; 2025Q4: 3,477 shares 3,477 $436K 0.11% -92 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: 5,179 shares; 2024Q4: 4,963 shares; 2025Q1: 5,173 shares; 2025Q2: 6,422 shares; 2025Q3: 5,766 shares; 2025Q4: 5,654 shares 5,654 $436K 0.11% -112 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: 964 shares; 2024Q4: 964 shares; 2025Q1: 957 shares; 2025Q2: 957 shares; 2025Q3: 901 shares; 2025Q4: 915 shares 915 $433K 0.11% +14 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,729 shares; 2024Q4: 4,729 shares; 2025Q1: 5,269 shares; 2025Q2: 5,269 shares; 2025Q3: 5,269 shares; 2025Q4: 5,269 shares 5,269 $428K 0.11% 0 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,850 shares; 2024Q4: 5,830 shares; 2025Q1: 5,830 shares; 2025Q2: 5,830 shares; 2025Q3: 5,680 shares; 2025Q4: 5,670 shares 5,670 $422K 0.11% -10 Timeline IYW 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: 3,778 shares; 2024Q4: 2,095 shares; 2025Q1: not reported; 2025Q2: 2,153 shares; 2025Q3: 2,100 shares; 2025Q4: 2,100 shares 2,100 $419K 0.11% 0 Timeline IXP 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: 3,823 shares; 2024Q4: 3,801 shares; 2025Q1: 3,784 shares; 2025Q2: 3,988 shares; 2025Q3: 3,734 shares; 2025Q4: 3,326 shares 3,326 $403K 0.1% -408 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,358 shares; 2024Q4: 1,358 shares; 2025Q1: 1,397 shares; 2025Q2: 1,398 shares; 2025Q3: 1,386 shares; 2025Q4: 1,375 shares 1,375 $397K 0.1% -11 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: 5,721 shares; 2024Q4: 5,721 shares; 2025Q1: 5,815 shares; 2025Q2: 5,721 shares; 2025Q3: 5,721 shares; 2025Q4: 5,721 shares 5,721 $385K 0.1% 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: restricted; 2024Q3: 5,930 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,107 shares; 2025Q3: 2,173 shares; 2025Q4: 2,152 shares 2,152 $383K 0.1% -21 Timeline VDE 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: 2,696 shares; 2024Q4: 3,719 shares; 2025Q1: 4,091 shares; 2025Q2: 2,832 shares; 2025Q3: 2,983 shares; 2025Q4: 3,004 shares 3,004 $378K 0.1% +21 Timeline RSPF 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: 4,347 shares; 2024Q4: 4,347 shares; 2025Q1: 4,347 shares; 2025Q2: 4,290 shares; 2025Q3: 4,762 shares; 2025Q4: 4,762 shares 4,762 $374K 0.1% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 607 shares; 2024Q4: 607 shares; 2025Q1: 607 shares; 2025Q2: 650 shares; 2025Q3: 653 shares; 2025Q4: 652 shares 652 $372K 0.1% -1 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: 3,409 shares; 2024Q4: 3,402 shares; 2025Q1: 3,480 shares; 2025Q2: 3,353 shares; 2025Q3: 3,464 shares; 2025Q4: 3,478 shares 3,478 $366K 0.09% +14 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,267 shares; 2024Q4: 1,267 shares; 2025Q1: 1,994 shares; 2025Q2: 1,847 shares; 2025Q3: 1,853 shares; 2025Q4: 1,854 shares 1,854 $362K 0.09% +1 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR 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: 7,897 shares; 2025Q3: 7,894 shares; 2025Q4: 7,894 shares 7,894 $361K 0.09% 0 Timeline RSPN 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: 6,925 shares; 2024Q4: 6,925 shares; 2025Q1: 6,217 shares; 2025Q2: 6,217 shares; 2025Q3: 6,217 shares; 2025Q4: 6,217 shares 6,217 $352K 0.09% 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: restricted; 2024Q3: 420 shares; 2024Q4: 447 shares; 2025Q1: 408 shares; 2025Q2: 376 shares; 2025Q3: 392 shares; 2025Q4: 325 shares 325 $350K 0.09% -67 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 704 shares; 2025Q3: 827 shares; 2025Q4: 767 shares 767 $348K 0.09% -60 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: 2,504 shares; 2024Q4: 2,210 shares; 2025Q1: 2,093 shares; 2025Q2: 2,061 shares; 2025Q3: 2,035 shares; 2025Q4: 1,977 shares 1,977 $347K 0.09% -58 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: restricted; 2024Q3: 2,422 shares; 2024Q4: 3,206 shares; 2025Q1: 3,329 shares; 2025Q2: 3,665 shares; 2025Q3: 3,916 shares; 2025Q4: 7,468 shares 7,468 $339K 0.09% +3,552 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: not reported; 2024Q4: 513 shares; 2025Q1: not reported; 2025Q2: 675 shares; 2025Q3: 735 shares; 2025Q4: 730 shares 730 $328K 0.08% -5 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: restricted; 2024Q3: 4,122 shares; 2024Q4: 3,716 shares; 2025Q1: 3,493 shares; 2025Q2: 3,494 shares; 2025Q3: 3,832 shares; 2025Q4: 7,626 shares 7,626 $326K 0.08% +3,794 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,479 shares; 2024Q4: 1,495 shares; 2025Q1: 1,495 shares; 2025Q2: 1,440 shares; 2025Q3: 1,452 shares; 2025Q4: 1,403 shares 1,403 $325K 0.08% -49 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,951 shares; 2024Q4: 1,863 shares; 2025Q1: 2,020 shares; 2025Q2: 2,125 shares; 2025Q3: 2,190 shares; 2025Q4: 2,203 shares 2,203 $316K 0.08% +13 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,951 shares; 2025Q3: 4,951 shares; 2025Q4: 4,951 shares 4,951 $312K 0.08% 0 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: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 646 shares 646 $310K 0.08% new 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: 1,518 shares; 2024Q4: 1,540 shares; 2025Q1: 1,540 shares; 2025Q2: 1,774 shares; 2025Q3: 2,055 shares; 2025Q4: 2,020 shares 2,020 $308K 0.08% -35 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,775 shares; 2024Q4: 7,511 shares; 2025Q1: 7,175 shares; 2025Q2: 7,033 shares; 2025Q3: 6,600 shares; 2025Q4: 5,685 shares 5,685 $307K 0.08% -915 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: 2,277 shares; 2024Q4: 2,277 shares; 2025Q1: 2,277 shares; 2025Q2: 1,423 shares; 2025Q3: 1,423 shares; 2025Q4: 1,423 shares 1,423 $302K 0.08% 0 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: 2,700 shares; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,672 shares 2,672 $300K 0.08% -28 Timeline BCDF LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,777 shares; 2024Q4: 9,777 shares; 2025Q1: 9,777 shares; 2025Q2: 9,825 shares; 2025Q3: 9,825 shares; 2025Q4: 9,825 shares 9,825 $297K 0.08% 0 Timeline KLAC KLA CORP More: the full row for KLA 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: 242 shares; 2025Q3: 242 shares; 2025Q4: 242 shares 242 $294K 0.08% 0 Timeline IYK 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: 4,704 shares; 2024Q4: 4,704 shares; 2025Q1: 4,785 shares; 2025Q2: 4,650 shares; 2025Q3: 4,392 shares; 2025Q4: 4,369 shares 4,369 $292K 0.08% -23 Timeline RSPH 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: 8,980 shares; 2024Q4: 8,980 shares; 2025Q1: 8,980 shares; 2025Q2: 8,980 shares; 2025Q3: 8,980 shares; 2025Q4: 8,980 shares 8,980 $286K 0.07% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 292 shares; 2025Q1: 330 shares; 2025Q2: 317 shares; 2025Q3: 309 shares; 2025Q4: 3,036 shares 3,036 $285K 0.07% +2,727 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: not reported; 2024Q4: 2,550 shares; 2025Q1: 2,759 shares; 2025Q2: 2,550 shares; 2025Q3: 2,550 shares; 2025Q4: 2,585 shares 2,585 $277K 0.07% +35 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,209 shares; 2024Q4: 4,209 shares; 2025Q1: 4,209 shares; 2025Q2: 4,209 shares; 2025Q3: 4,209 shares; 2025Q4: 4,209 shares 4,209 $263K 0.07% 0 Timeline FXL 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: 1,557 shares; 2024Q4: 1,557 shares; 2025Q1: 1,557 shares; 2025Q2: 1,557 shares; 2025Q3: 1,557 shares; 2025Q4: 1,557 shares 1,557 $262K 0.07% 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: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 286 shares; 2025Q4: 296 shares 296 $260K 0.07% +10 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,831 shares; 2024Q4: 9,831 shares; 2025Q1: 9,831 shares; 2025Q2: 9,831 shares; 2025Q3: 9,831 shares; 2025Q4: 9,831 shares 9,831 $259K 0.07% 0 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167 shares; 2024Q4: 167 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares 150 $254K 0.07% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 424 shares; 2024Q4: 425 shares; 2025Q1: not reported; 2025Q2: 503 shares; 2025Q3: 513 shares; 2025Q4: 521 shares 521 $252K 0.07% +8 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 395 shares; 2025Q3: 405 shares; 2025Q4: 377 shares 377 $247K 0.06% -28 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: restricted; 2024Q3: 1,443 shares; 2024Q4: 1,496 shares; 2025Q1: 1,601 shares; 2025Q2: 1,451 shares; 2025Q3: 1,399 shares; 2025Q4: 1,331 shares 1,331 $246K 0.06% -68 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: 10,983 shares; 2024Q4: 10,983 shares; 2025Q1: 10,983 shares; 2025Q2: 10,983 shares; 2025Q3: 10,983 shares; 2025Q4: 10,983 shares 10,983 $246K 0.06% 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: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,621 shares 11,621 $243K 0.06% new 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: restricted; 2024Q3: 1,056 shares; 2024Q4: 1,056 shares; 2025Q1: 1,181 shares; 2025Q2: 1,349 shares; 2025Q3: 1,359 shares; 2025Q4: 1,007 shares 1,007 $243K 0.06% -352 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: 1,719 shares; 2024Q4: 1,805 shares; 2025Q1: 1,805 shares; 2025Q2: not reported; 2025Q3: 1,516 shares; 2025Q4: 1,551 shares 1,551 $238K 0.06% +35 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,125 shares; 2024Q4: 6,181 shares; 2025Q1: 6,181 shares; 2025Q2: 7,125 shares; 2025Q3: 6,125 shares; 2025Q4: 6,125 shares 6,125 $233K 0.06% 0 Timeline IGM 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: 1,747 shares 1,747 $226K 0.06% new Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41 shares; 2025Q3: 42 shares; 2025Q4: 42 shares 42 $225K 0.06% 0 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,968 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,862 shares; 2025Q4: 9,202 shares 9,202 $224K 0.06% +340 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,037 shares; 2025Q4: 10,000 shares 10,000 $224K 0.06% -37 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: 592 shares; 2024Q4: 618 shares; 2025Q1: 684 shares; 2025Q2: 658 shares; 2025Q3: 672 shares; 2025Q4: 675 shares 675 $223K 0.06% +3 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,722 shares; 2025Q4: 7,911 shares 7,911 $222K 0.06% +1,189 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,365 shares; 2024Q4: 1,365 shares; 2025Q1: 1,365 shares; 2025Q2: 1,403 shares; 2025Q3: 1,276 shares; 2025Q4: 1,269 shares 1,269 $220K 0.06% -7 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,014 shares; 2024Q4: 14,014 shares; 2025Q1: 14,014 shares; 2025Q2: 17,478 shares; 2025Q3: 17,478 shares; 2025Q4: 17,478 shares 17,478 $217K 0.06% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,814 shares 5,814 $215K 0.06% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 770 shares; 2024Q4: 596 shares; 2025Q1: 637 shares; 2025Q2: 600 shares; 2025Q3: 625 shares; 2025Q4: 608 shares 608 $213K 0.06% -17 Timeline CIBR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,781 shares; 2025Q3: 2,781 shares; 2025Q4: 2,978 shares 2,978 $213K 0.06% +197 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 192 shares; 2025Q4: 195 shares 195 $209K 0.05% +3 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: restricted; 2024Q3: 3,082 shares; 2024Q4: 9,246 shares; 2025Q1: 9,246 shares; 2025Q2: 9,246 shares; 2025Q3: 7,854 shares; 2025Q4: 7,020 shares 7,020 $208K 0.05% -834 Timeline CSX CSX CORP More: the full row for CSX 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: 6,311 shares; 2025Q3: 5,702 shares; 2025Q4: 5,702 shares 5,702 $207K 0.05% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,185 shares 2,185 $204K 0.05% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 550 shares 550 $203K 0.05% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,449 shares; 2025Q3: 3,471 shares; 2025Q4: 3,522 shares 3,522 $203K 0.05% +51 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,741 shares; 2025Q3: 15,889 shares; 2025Q4: 16,002 shares 16,002 $172K 0.04% +113 Timeline FTMA PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,873 shares 15,873 $143K 0.04% new Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,100 shares; 2024Q4: 11,100 shares; 2025Q1: 11,100 shares; 2025Q2: 11,100 shares; 2025Q3: 11,100 shares; 2025Q4: 11,100 shares 11,100 $111K 0.03% 0 Timeline HFRO HIGHLAND OPPS & INCOME FD More: the full row for HIGHLAND OPPS & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,248 shares; 2024Q4: 17,248 shares; 2025Q1: 17,248 shares; 2025Q2: 17,248 shares; 2025Q3: 17,248 shares; 2025Q4: 17,248 shares 17,248 $103K 0.03% 0 Timeline SACH SACHEM CAP CORP More: the full row for SACHEM CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,621 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares 15,000 $15.6K <0.01% 0 Timeline INTENSITY THERAPEUTICS INC INTENSITY THERAPEUTICS INC More: the full row for INTENSITY THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,800 shares; 2024Q4: 31,800 shares; 2025Q1: 31,800 shares; 2025Q2: 31,800 shares; 2025Q3: 31,800 shares; 2025Q4: 31,800 shares 31,800 $13K <0.01% 0