VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: not reported; 2025Q3: 2,079,988 shares; 2025Q4: 1,737,812 shares 1,737,812 $131M 11.53% -342,176 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: 969,509 shares; 2024Q4: 964,715 shares; 2025Q1: 967,484 shares; 2025Q2: 946,228 shares; 2025Q3: 912,179 shares; 2025Q4: 802,424 shares 802,424 $65.1M 5.73% -109,755 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: 1,361,271 shares; 2024Q4: 1,349,296 shares; 2025Q1: 1,358,274 shares; 2025Q2: 1,342,274 shares; 2025Q3: 1,290,033 shares; 2025Q4: 1,329,085 shares 1,329,085 $42.6M 3.75% +39,052 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: 135,581 shares; 2024Q4: 145,205 shares; 2025Q1: 141,838 shares; 2025Q2: 141,941 shares; 2025Q3: 135,594 shares; 2025Q4: 129,577 shares 129,577 $40.7M 3.58% -6,017 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: 76,848 shares; 2024Q4: 78,674 shares; 2025Q1: 83,768 shares; 2025Q2: 82,659 shares; 2025Q3: 78,442 shares; 2025Q4: 78,151 shares 78,151 $37.8M 3.32% -291 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: 111,953 shares; 2024Q4: 114,194 shares; 2025Q1: 114,608 shares; 2025Q2: 131,800 shares; 2025Q3: 129,494 shares; 2025Q4: 127,851 shares 127,851 $34.8M 3.06% -1,643 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: 399,694 shares; 2024Q4: 398,702 shares; 2025Q1: 402,606 shares; 2025Q2: 402,509 shares; 2025Q3: 393,420 shares; 2025Q4: 405,174 shares 405,174 $21.6M 1.9% +11,754 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: 327,295 shares; 2024Q4: 329,429 shares; 2025Q1: 378,623 shares; 2025Q2: 201,092 shares; 2025Q3: 283,872 shares; 2025Q4: 294,396 shares 294,396 $19M 1.67% +10,524 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,166 shares; 2024Q4: 19,853 shares; 2025Q1: 31,809 shares; 2025Q2: 32,311 shares; 2025Q3: 32,955 shares; 2025Q4: 34,053 shares 34,053 $17.4M 1.53% +1,098 Timeline BAPRA 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: 222,238 shares; 2025Q1: 225,643 shares; 2025Q2: 225,586 shares; 2025Q3: 222,031 shares; 2025Q4: 226,779 shares 226,779 $15.7M 1.38% +4,748 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,532 shares; 2024Q4: 177,556 shares; 2025Q1: 177,160 shares; 2025Q2: 171,790 shares; 2025Q3: 163,043 shares; 2025Q4: 86,391 shares 86,391 $14.6M 1.29% -76,652 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: 27,548 shares; 2024Q4: 31,269 shares; 2025Q1: 23,523 shares; 2025Q2: 23,905 shares; 2025Q3: 24,410 shares; 2025Q4: 24,580 shares 24,580 $14M 1.23% +170 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: 41,173 shares; 2024Q4: 41,289 shares; 2025Q1: 31,768 shares; 2025Q2: 37,690 shares; 2025Q3: 38,535 shares; 2025Q4: 38,778 shares 38,778 $13.6M 1.2% +243 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: 10,728 shares; 2024Q4: 10,689 shares; 2025Q1: 11,451 shares; 2025Q2: 83,976 shares; 2025Q3: 84,419 shares; 2025Q4: 87,234 shares 87,234 $13.3M 1.17% +2,815 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,203 shares; 2024Q4: 114,848 shares; 2025Q1: 116,887 shares; 2025Q2: 86,097 shares; 2025Q3: 85,073 shares; 2025Q4: 58,154 shares 58,154 $12.9M 1.14% -26,919 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 520 shares; 2024Q4: 455 shares; 2025Q1: 455 shares; 2025Q2: not reported; 2025Q3: 8,658 shares; 2025Q4: 19,116 shares 19,116 $12.7M 1.11% +10,458 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,505 shares; 2024Q4: 219,843 shares; 2025Q1: 224,047 shares; 2025Q2: 225,132 shares; 2025Q3: 221,289 shares; 2025Q4: 307,934 shares 307,934 $11.5M 1.01% +86,645 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 430,639 shares; 2025Q3: 428,856 shares; 2025Q4: 455,752 shares 455,752 $11.1M 0.98% +26,896 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: 979 shares; 2024Q4: 967 shares; 2025Q1: 1,042 shares; 2025Q2: 1,063 shares; 2025Q3: 1,068 shares; 2025Q4: 2,006 shares 2,006 $10.7M 0.95% +938 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,567 shares; 2024Q4: 36,941 shares; 2025Q1: 37,572 shares; 2025Q2: 38,300 shares; 2025Q3: 38,686 shares; 2025Q4: 37,784 shares 37,784 $10.7M 0.94% -902 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,391 shares; 2024Q4: 157,139 shares; 2025Q1: 163,081 shares; 2025Q2: 181,556 shares; 2025Q3: 202,356 shares; 2025Q4: 226,260 shares 226,260 $10.6M 0.94% +23,904 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP 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: 190,472 shares; 2025Q3: 189,391 shares; 2025Q4: 231,208 shares 231,208 $10.3M 0.91% +41,817 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,366 shares; 2024Q4: 24,422 shares; 2025Q1: 24,839 shares; 2025Q2: 24,917 shares; 2025Q3: 25,164 shares; 2025Q4: 50,096 shares 50,096 $9.74M 0.86% +24,932 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 143,784 shares; 2025Q4: 179,524 shares 179,524 $9.68M 0.85% +35,740 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: 90,517 shares; 2024Q4: 89,075 shares; 2025Q1: 90,613 shares; 2025Q2: 91,358 shares; 2025Q3: 76,991 shares; 2025Q4: 77,863 shares 77,863 $9.37M 0.82% +872 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,287 shares; 2024Q4: 216,868 shares; 2025Q1: 220,615 shares; 2025Q2: 220,693 shares; 2025Q3: 218,614 shares; 2025Q4: 158,927 shares 158,927 $9.36M 0.82% -59,687 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: 41,323 shares; 2024Q4: 41,536 shares; 2025Q1: 43,405 shares; 2025Q2: 44,663 shares; 2025Q3: 45,299 shares; 2025Q4: 44,948 shares 44,948 $9.3M 0.82% -351 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,450 shares; 2024Q4: 120,084 shares; 2025Q1: 124,033 shares; 2025Q2: 104,954 shares; 2025Q3: 105,735 shares; 2025Q4: 142,981 shares 142,981 $8.82M 0.78% +37,246 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: 469,920 shares; 2024Q4: 471,336 shares; 2025Q1: 474,867 shares; 2025Q2: 491,544 shares; 2025Q3: 482,596 shares; 2025Q4: 517,821 shares 517,821 $8.54M 0.75% +35,225 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,655 shares; 2024Q4: 22,203 shares; 2025Q1: 22,203 shares; 2025Q2: 19,313 shares; 2025Q3: 429,549 shares; 2025Q4: 443,630 shares 443,630 $8.51M 0.75% +14,081 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,015 shares; 2025Q1: 43,086 shares; 2025Q2: 44,582 shares; 2025Q3: 45,888 shares; 2025Q4: 84,290 shares 84,290 $8.09M 0.71% +38,402 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: 23,869 shares; 2024Q4: 24,413 shares; 2025Q1: 24,882 shares; 2025Q2: 25,313 shares; 2025Q3: 25,951 shares; 2025Q4: 25,903 shares 25,903 $7.92M 0.7% -48 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: 6,105 shares; 2024Q4: 6,173 shares; 2025Q1: 6,112 shares; 2025Q2: 6,112 shares; 2025Q3: 6,105 shares; 2025Q4: 30,630 shares 30,630 $7.88M 0.69% +24,525 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC 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: 116,901 shares 116,901 $7.65M 0.67% new 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: 27,334 shares; 2024Q4: 29,133 shares; 2025Q1: 29,117 shares; 2025Q2: 17,410 shares; 2025Q3: 17,330 shares; 2025Q4: 19,114 shares 19,114 $7.58M 0.67% +1,784 Timeline TFLO 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: 2,676,362 shares; 2024Q4: 295,826 shares; 2025Q1: 297,910 shares; 2025Q2: 301,759 shares; 2025Q3: 98,619 shares; 2025Q4: 147,889 shares 147,889 $7.46M 0.66% +49,270 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,862 shares; 2024Q4: 16,274 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,072 shares; 2025Q4: 35,332 shares 35,332 $7.32M 0.64% +15,260 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,115 shares; 2025Q2: 5,124 shares; 2025Q3: 5,205 shares; 2025Q4: 5,208 shares 5,208 $7.26M 0.64% +3 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 119,974 shares 119,974 $7.24M 0.64% new Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,958 shares; 2024Q4: 37,343 shares; 2025Q1: 38,108 shares; 2025Q2: 39,551 shares; 2025Q3: 77,594 shares; 2025Q4: 78,288 shares 78,288 $7.2M 0.63% +694 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 489,803 shares; 2025Q2: 498,365 shares; 2025Q3: 496,977 shares; 2025Q4: 546,782 shares 546,782 $7.12M 0.63% +49,805 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,735 shares; 2024Q4: 137,172 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 142,798 shares 142,798 $7M 0.62% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,741 shares; 2024Q4: 82,839 shares; 2025Q1: 35,038 shares; 2025Q2: 164,364 shares; 2025Q3: 166,690 shares; 2025Q4: 74,754 shares 74,754 $7M 0.62% -91,936 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 667,892 shares; 2024Q4: 320,858 shares; 2025Q1: 326,589 shares; 2025Q2: 329,794 shares; 2025Q3: 330,924 shares; 2025Q4: 358,030 shares 358,030 $6.85M 0.6% +27,106 Timeline ABNB AIRBNB INC More: the full row for AIRBNB 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: 22,621 shares; 2025Q4: 50,414 shares 50,414 $6.84M 0.6% +27,793 Timeline UAN CVR PARTNERS LP/CVR NITROGEN More: the full row for CVR PARTNERS LP/CVR NITROGEN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,100 shares; 2024Q4: 3,100 shares; 2025Q1: 3,100 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 66,030 shares 66,030 $6.77M 0.6% +63,430 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 130,683 shares; 2025Q1: 135,424 shares; 2025Q2: 134,847 shares; 2025Q3: 135,248 shares; 2025Q4: 237,231 shares 237,231 $6.67M 0.59% +101,983 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,726 shares; 2024Q4: 56,167 shares; 2025Q1: 57,192 shares; 2025Q2: 57,201 shares; 2025Q3: 56,722 shares; 2025Q4: 56,510 shares 56,510 $6.64M 0.58% -212 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,306 shares; 2024Q4: 12,340 shares; 2025Q1: 12,585 shares; 2025Q2: 27,286 shares; 2025Q3: 27,521 shares; 2025Q4: 27,571 shares 27,571 $6.64M 0.58% +50 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,084 shares; 2024Q4: 14,322 shares; 2025Q1: 14,551 shares; 2025Q2: 14,747 shares; 2025Q3: 14,853 shares; 2025Q4: 27,014 shares 27,014 $6.56M 0.58% +12,161 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57,985 shares 57,985 $6.55M 0.58% new Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES 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: 143,084 shares; 2025Q3: 143,199 shares; 2025Q4: 152,590 shares 152,590 $6.48M 0.57% +9,391 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 94,051 shares 94,051 $6.29M 0.55% new Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,821 shares; 2024Q4: 9,955 shares; 2025Q1: 7,487 shares; 2025Q2: 66,315 shares; 2025Q3: 67,746 shares; 2025Q4: 68,299 shares 68,299 $6.23M 0.55% +553 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 72,956 shares 72,956 $5.96M 0.52% new Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 182,470 shares; 2025Q3: 173,784 shares; 2025Q4: 166,782 shares 166,782 $5.89M 0.52% -7,002 Timeline WDAY WORKDAY INC More: the full row for WORKDAY 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: 26,438 shares; 2025Q4: 26,798 shares 26,798 $5.76M 0.51% +360 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: 22,241 shares; 2024Q4: 21,843 shares; 2025Q1: 22,404 shares; 2025Q2: 23,071 shares; 2025Q3: 23,994 shares; 2025Q4: 16,148 shares 16,148 $5.65M 0.5% -7,846 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 88,097 shares; 2025Q4: 89,707 shares 89,707 $5.6M 0.49% +1,610 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,333 shares; 2024Q4: 19,188 shares; 2025Q1: 19,642 shares; 2025Q2: 20,153 shares; 2025Q3: 20,586 shares; 2025Q4: 20,281 shares 20,281 $5.58M 0.49% -305 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 60,418 shares; 2025Q1: 62,602 shares; 2025Q2: 63,988 shares; 2025Q3: 64,431 shares; 2025Q4: 68,026 shares 68,026 $5.44M 0.48% +3,595 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: 7,032 shares; 2024Q4: 7,120 shares; 2025Q1: 7,020 shares; 2025Q2: 22,987 shares; 2025Q3: 23,322 shares; 2025Q4: 23,122 shares 23,122 $5.28M 0.46% -200 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,437 shares; 2024Q4: 10,904 shares; 2025Q1: 8,373 shares; 2025Q2: 8,611 shares; 2025Q3: 6,893 shares; 2025Q4: 34,291 shares 34,291 $5.25M 0.46% +27,398 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS 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: 8,865 shares; 2025Q2: 9,188 shares; 2025Q3: 9,277 shares; 2025Q4: 9,198 shares 9,198 $5.17M 0.45% -79 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: 458,876 shares; 2024Q4: 189,912 shares; 2025Q1: 189,245 shares; 2025Q2: 187,591 shares; 2025Q3: 187,018 shares; 2025Q4: 185,833 shares 185,833 $5.11M 0.45% -1,185 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 116,041 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 146,351 shares 146,351 $5.04M 0.44% new Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,922 shares; 2024Q4: 44,238 shares; 2025Q1: 45,159 shares; 2025Q2: 46,284 shares; 2025Q3: 47,435 shares; 2025Q4: 47,902 shares 47,902 $5.03M 0.44% +467 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A 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: 418,136 shares 418,136 $4.95M 0.44% new Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,428 shares; 2024Q4: 78,505 shares; 2025Q1: 84,540 shares; 2025Q2: 84,540 shares; 2025Q3: 86,353 shares; 2025Q4: 57,358 shares 57,358 $4.92M 0.43% -28,995 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,399 shares; 2024Q4: 98,652 shares; 2025Q1: 101,672 shares; 2025Q2: 104,700 shares; 2025Q3: 107,589 shares; 2025Q4: 108,612 shares 108,612 $4.82M 0.42% +1,023 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 72,672 shares; 2025Q1: 75,073 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 106,596 shares 106,596 $4.62M 0.41% new Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,297 shares; 2024Q4: 203,590 shares; 2025Q1: 210,261 shares; 2025Q2: 175,449 shares; 2025Q3: 176,356 shares; 2025Q4: 190,470 shares 190,470 $4.59M 0.4% +14,114 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107 shares; 2024Q4: not reported; 2025Q1: 108 shares; 2025Q2: 108 shares; 2025Q3: 107 shares; 2025Q4: 2,242 shares 2,242 $4.52M 0.4% +2,135 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,282 shares; 2024Q4: 5,291 shares; 2025Q1: 5,358 shares; 2025Q2: 5,427 shares; 2025Q3: 5,490 shares; 2025Q4: 5,454 shares 5,454 $4.47M 0.39% -36 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: 31,398 shares; 2024Q4: 30,666 shares; 2025Q1: 26,636 shares; 2025Q2: 24,346 shares; 2025Q3: 23,599 shares; 2025Q4: 23,189 shares 23,189 $4.44M 0.39% -410 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,653 shares; 2025Q2: not reported; 2025Q3: 5,247 shares; 2025Q4: 5,327 shares 5,327 $4.11M 0.36% +80 Timeline NESR NATIONAL ENERGY SERVICES REU More: the full row for NATIONAL ENERGY SERVICES REU 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: 261,910 shares 261,910 $4.1M 0.36% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,402 shares; 2024Q4: 26,882 shares; 2025Q1: 27,656 shares; 2025Q2: 28,619 shares; 2025Q3: 28,840 shares; 2025Q4: 28,508 shares 28,508 $3.93M 0.35% -332 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: 128,313 shares; 2024Q4: 31,667 shares; 2025Q1: 35,718 shares; 2025Q2: 41,317 shares; 2025Q3: 58,985 shares; 2025Q4: 77,063 shares 77,063 $3.9M 0.34% +18,078 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW 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: 50,289 shares; 2025Q4: 50,286 shares 50,286 $3.86M 0.34% -3 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,622 shares; 2025Q1: 31,967 shares; 2025Q2: 33,116 shares; 2025Q3: 33,443 shares; 2025Q4: 33,395 shares 33,395 $3.85M 0.34% -48 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: 1,108 shares; 2024Q4: 1,129 shares; 2025Q1: 10,932 shares; 2025Q2: 11,164 shares; 2025Q3: 11,338 shares; 2025Q4: 11,618 shares 11,618 $3.8M 0.33% +280 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: 8,069 shares; 2024Q4: 7,844 shares; 2025Q1: 7,768 shares; 2025Q2: 7,768 shares; 2025Q3: 6,644 shares; 2025Q4: 6,620 shares 6,620 $3.79M 0.33% -24 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,424 shares; 2024Q4: 14,424 shares; 2025Q1: 14,424 shares; 2025Q2: 14,424 shares; 2025Q3: 14,424 shares; 2025Q4: 14,320 shares 14,320 $3.71M 0.33% -104 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: 24,538 shares; 2024Q4: 24,736 shares; 2025Q1: 24,342 shares; 2025Q2: 24,392 shares; 2025Q3: 24,267 shares; 2025Q4: 24,017 shares 24,017 $3.7M 0.33% -250 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: 7,846 shares; 2024Q4: 7,696 shares; 2025Q1: 4,689 shares; 2025Q2: 9,337 shares; 2025Q3: 6,850 shares; 2025Q4: 43,739 shares 43,739 $3.62M 0.32% +36,889 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: 960 shares; 2024Q4: 948 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,380 shares; 2025Q4: 15,635 shares 15,635 $3.62M 0.32% +255 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,954 shares; 2024Q4: 1,954 shares; 2025Q1: 2,054 shares; 2025Q2: 22,444 shares; 2025Q3: 22,885 shares; 2025Q4: 22,998 shares 22,998 $3.48M 0.31% +113 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,149 shares; 2024Q4: 44,349 shares; 2025Q1: 45,353 shares; 2025Q2: 47,066 shares; 2025Q3: 47,721 shares; 2025Q4: 47,891 shares 47,891 $3.47M 0.31% +170 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: 32,978 shares; 2024Q4: 33,262 shares; 2025Q1: 24,761 shares; 2025Q2: 25,751 shares; 2025Q3: 26,266 shares; 2025Q4: 14,220 shares 14,220 $3.43M 0.3% -12,046 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47,011 shares; 2025Q1: 47,921 shares; 2025Q2: 49,710 shares; 2025Q3: 50,228 shares; 2025Q4: 50,517 shares 50,517 $3.39M 0.3% +289 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC 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: 84,741 shares; 2025Q4: 86,318 shares 86,318 $3.34M 0.29% +1,577 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,343 shares 38,343 $3.31M 0.29% new Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,065 shares; 2024Q4: 37,538 shares; 2025Q1: 42,325 shares; 2025Q2: 95,360 shares; 2025Q3: 96,629 shares; 2025Q4: 51,549 shares 51,549 $3.27M 0.29% -45,080 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: 28,453 shares; 2024Q4: 29,897 shares; 2025Q1: 29,114 shares; 2025Q2: 28,660 shares; 2025Q3: 28,780 shares; 2025Q4: 28,671 shares 28,671 $3.19M 0.28% -109 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,270 shares 12,270 $3.17M 0.28% new Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,515 shares 38,515 $3.16M 0.28% new Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY 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: 24,383 shares 24,383 $3.14M 0.28% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,637 shares; 2025Q1: 30,328 shares; 2025Q2: 31,719 shares; 2025Q3: 73,986 shares; 2025Q4: 39,659 shares 39,659 $3.13M 0.28% -34,327 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND 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: 54,321 shares 54,321 $3.12M 0.27% new Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS 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: 29,518 shares; 2025Q4: 30,120 shares 30,120 $3.1M 0.27% +602 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,394 shares 7,394 $3.08M 0.27% new Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT 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: 16,220 shares 16,220 $3.01M 0.26% new Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,960 shares 9,960 $2.95M 0.26% new Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,068 shares 13,068 $2.94M 0.26% new 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: 277,312 shares; 2024Q4: 175,540 shares; 2025Q1: 52,953 shares; 2025Q2: 46,896 shares; 2025Q3: 53,068 shares; 2025Q4: 48,388 shares 48,388 $2.91M 0.26% -4,680 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: 10,718 shares; 2024Q4: 10,790 shares; 2025Q1: 10,720 shares; 2025Q2: 10,125 shares; 2025Q3: 10,063 shares; 2025Q4: 8,343 shares 8,343 $2.89M 0.25% -1,720 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE 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: 30,532 shares; 2025Q3: 31,466 shares; 2025Q4: 31,706 shares 31,706 $2.77M 0.24% +240 Timeline EMO CLEARBRIDGE ENERGY MIDSTREAM More: the full row for CLEARBRIDGE ENERGY MIDSTREAM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,805 shares; 2024Q4: 51,805 shares; 2025Q1: 51,805 shares; 2025Q2: 51,805 shares; 2025Q3: 51,805 shares; 2025Q4: 58,484 shares 58,484 $2.61M 0.23% +6,679 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: 4,956 shares; 2024Q4: 4,956 shares; 2025Q1: 4,746 shares; 2025Q2: 4,212 shares; 2025Q3: 4,227 shares; 2025Q4: 4,227 shares 4,227 $2.6M 0.23% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,860 shares; 2024Q4: 7,882 shares; 2025Q1: 7,528 shares; 2025Q2: 7,630 shares; 2025Q3: 7,630 shares; 2025Q4: 7,630 shares 7,630 $2.56M 0.23% 0 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,481 shares 28,481 $2.55M 0.22% new Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,907 shares; 2024Q4: 4,548 shares; 2025Q1: 3,647 shares; 2025Q2: 3,647 shares; 2025Q3: 3,647 shares; 2025Q4: 3,933 shares 3,933 $2.47M 0.22% +286 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: 14,184 shares; 2024Q4: 13,471 shares; 2025Q1: 12,895 shares; 2025Q2: 13,688 shares; 2025Q3: 13,580 shares; 2025Q4: 13,195 shares 13,195 $2.46M 0.22% -385 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: 9,428 shares; 2024Q4: 8,223 shares; 2025Q1: 8,479 shares; 2025Q2: 8,425 shares; 2025Q3: 8,424 shares; 2025Q4: 7,639 shares 7,639 $2.39M 0.21% -785 Timeline NGD NEW GOLD INC More: the full row for NEW GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272,376 shares; 2024Q4: 277,000 shares; 2025Q1: 282,400 shares; 2025Q2: 1,422,056 shares; 2025Q3: 1,455,136 shares; 2025Q4: 272,360 shares 272,360 $2.37M 0.21% -1,182,776 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,146 shares; 2024Q4: 58,474 shares; 2025Q1: 58,474 shares; 2025Q2: 58,474 shares; 2025Q3: 58,474 shares; 2025Q4: 58,474 shares 58,474 $2.26M 0.2% 0 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: 3,737 shares; 2024Q4: 4,132 shares; 2025Q1: 4,120 shares; 2025Q2: 3,718 shares; 2025Q3: 3,474 shares; 2025Q4: 3,119 shares 3,119 $2.13M 0.19% -355 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: 17,860 shares; 2024Q4: 17,427 shares; 2025Q1: 15,900 shares; 2025Q2: 15,392 shares; 2025Q3: 14,824 shares; 2025Q4: 14,754 shares 14,754 $2.08M 0.18% -70 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: 115,932 shares; 2024Q4: 113,932 shares; 2025Q1: 117,932 shares; 2025Q2: 113,932 shares; 2025Q3: 113,932 shares; 2025Q4: 113,932 shares 113,932 $2.05M 0.18% 0 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: 2,889 shares; 2024Q4: 2,817 shares; 2025Q1: 2,350 shares; 2025Q2: 2,319 shares; 2025Q3: 2,188 shares; 2025Q4: 2,188 shares 2,188 $1.89M 0.17% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,275 shares; 2024Q4: 8,283 shares; 2025Q1: 8,183 shares; 2025Q2: 8,183 shares; 2025Q3: 8,175 shares; 2025Q4: 8,175 shares 8,175 $1.8M 0.16% 0 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: 9,266 shares; 2024Q4: 8,832 shares; 2025Q1: 8,527 shares; 2025Q2: 8,560 shares; 2025Q3: 8,591 shares; 2025Q4: 7,681 shares 7,681 $1.77M 0.16% -910 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,652 shares; 2024Q4: 19,460 shares; 2025Q1: 19,390 shares; 2025Q2: 18,068 shares; 2025Q3: 18,054 shares; 2025Q4: 15,875 shares 15,875 $1.69M 0.15% -2,179 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,289 shares; 2024Q4: 38,675 shares; 2025Q1: 38,675 shares; 2025Q2: 38,675 shares; 2025Q3: 38,675 shares; 2025Q4: 38,675 shares 38,675 $1.69M 0.15% 0 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,896 shares; 2024Q4: 21,833 shares; 2025Q1: 21,842 shares; 2025Q2: 21,850 shares; 2025Q3: 21,309 shares; 2025Q4: 21,318 shares 21,318 $1.65M 0.15% +9 Timeline MGK 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: 5,200 shares; 2024Q4: 5,302 shares; 2025Q1: 3,920 shares; 2025Q2: 3,920 shares; 2025Q3: 3,920 shares; 2025Q4: 3,920 shares 3,920 $1.62M 0.14% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,917 shares; 2024Q4: 10,368 shares; 2025Q1: 10,196 shares; 2025Q2: 10,241 shares; 2025Q3: 10,197 shares; 2025Q4: 10,537 shares 10,537 $1.51M 0.13% +340 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: 8,972 shares; 2024Q4: 8,170 shares; 2025Q1: 9,775 shares; 2025Q2: 9,944 shares; 2025Q3: 9,875 shares; 2025Q4: 10,225 shares 10,225 $1.47M 0.13% +350 Timeline BUL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,468 shares 24,468 $1.35M 0.12% new Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,008 shares; 2024Q4: 23,232 shares; 2025Q1: 39,710 shares; 2025Q2: 39,510 shares; 2025Q3: 39,124 shares; 2025Q4: 40,275 shares 40,275 $1.33M 0.12% +1,151 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,991 shares; 2024Q4: 5,053 shares; 2025Q1: 5,053 shares; 2025Q2: 4,458 shares; 2025Q3: 4,555 shares; 2025Q4: 4,363 shares 4,363 $1.29M 0.11% -192 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: 4,650 shares; 2024Q4: 4,484 shares; 2025Q1: 4,484 shares; 2025Q2: 4,606 shares; 2025Q3: 4,484 shares; 2025Q4: 4,484 shares 4,484 $1.16M 0.1% 0 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: 3,126 shares; 2024Q4: 3,071 shares; 2025Q1: 3,038 shares; 2025Q2: 2,933 shares; 2025Q3: 2,933 shares; 2025Q4: 2,241 shares 2,241 $1.13M 0.1% -692 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,108 shares; 2024Q4: 17,610 shares; 2025Q1: 17,612 shares; 2025Q2: 17,614 shares; 2025Q3: 17,561 shares; 2025Q4: 17,507 shares 17,507 $1.09M 0.1% -54 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 37,356 shares; 2025Q3: 37,355 shares; 2025Q4: 24,705 shares 24,705 $1.08M 0.09% -12,650 Timeline DSMC ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,983 shares; 2024Q4: 22,494 shares; 2025Q1: 24,177 shares; 2025Q2: 26,494 shares; 2025Q3: 25,910 shares; 2025Q4: 29,317 shares 29,317 $1.04M 0.09% +3,407 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,544,895 shares; 2024Q4: 2,235,547 shares; 2025Q1: 2,578,149 shares; 2025Q2: 2,060,435 shares; 2025Q3: 29,629 shares; 2025Q4: 20,371 shares 20,371 $1.02M 0.09% -9,258 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: 8,647 shares; 2024Q4: 8,684 shares; 2025Q1: 8,644 shares; 2025Q2: 8,125 shares; 2025Q3: 8,075 shares; 2025Q4: 8,075 shares 8,075 $1.01M 0.09% 0 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,735 shares; 2024Q4: 13,235 shares; 2025Q1: 22,737 shares; 2025Q2: 20,917 shares; 2025Q3: 18,008 shares; 2025Q4: 11,458 shares 11,458 $977K 0.09% -6,550 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,805 shares; 2024Q4: 2,805 shares; 2025Q1: 2,805 shares; 2025Q2: 2,805 shares; 2025Q3: 2,805 shares; 2025Q4: 2,545 shares 2,545 $976K 0.09% -260 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,400 shares; 2024Q4: 3,400 shares; 2025Q1: 3,205 shares; 2025Q2: 3,205 shares; 2025Q3: 3,205 shares; 2025Q4: 3,205 shares 3,205 $930K 0.08% 0 Timeline STEL STELLAR BANCORP INC More: the full row for STELLAR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,464 shares; 2024Q4: 30,464 shares; 2025Q1: 30,464 shares; 2025Q2: 30,464 shares; 2025Q3: 30,464 shares; 2025Q4: 28,368 shares 28,368 $878K 0.08% -2,096 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: 2,543 shares; 2024Q4: 2,608 shares; 2025Q1: 2,554 shares; 2025Q2: 2,375 shares; 2025Q3: 2,396 shares; 2025Q4: 2,537 shares 2,537 $873K 0.08% +141 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,869 shares; 2024Q4: 34,204 shares; 2025Q1: 34,204 shares; 2025Q2: 33,204 shares; 2025Q3: 35,204 shares; 2025Q4: 36,613 shares 36,613 $866K 0.08% +1,409 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,485 shares; 2024Q4: 12,245 shares; 2025Q1: 10,650 shares; 2025Q2: 10,723 shares; 2025Q3: 11,523 shares; 2025Q4: 11,523 shares 11,523 $847K 0.07% 0 Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,400 shares; 2024Q4: 8,750 shares; 2025Q1: 8,750 shares; 2025Q2: 8,750 shares; 2025Q3: 8,750 shares; 2025Q4: 8,750 shares 8,750 $835K 0.07% 0 Timeline SSRM SSR MINING IN More: the full row for SSR MINING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,230 shares; 2024Q4: 35,230 shares; 2025Q1: 35,230 shares; 2025Q2: 35,230 shares; 2025Q3: 35,230 shares; 2025Q4: 35,230 shares 35,230 $772K 0.07% 0 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: 1 shares; 2025Q4: 1 shares 1 $755K 0.07% 0 Timeline GDXJ 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: 26,231 shares; 2024Q4: 25,408 shares; 2025Q1: 25,408 shares; 2025Q2: 25,408 shares; 2025Q3: 30,043 shares; 2025Q4: 6,478 shares 6,478 $737K 0.06% -23,565 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 25,000 shares 25,000 $730K 0.06% 0 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: 587 shares; 2024Q4: not reported; 2025Q1: 403 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,198 shares 2,198 $726K 0.06% new Timeline IWV 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: 2,105 shares; 2024Q4: 2,105 shares; 2025Q1: 2,105 shares; 2025Q2: 1,929 shares; 2025Q3: 1,929 shares; 2025Q4: 1,835 shares 1,835 $710K 0.06% -94 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,600 shares; 2024Q4: 9,600 shares; 2025Q1: 9,600 shares; 2025Q2: 9,600 shares; 2025Q3: 9,600 shares; 2025Q4: 9,600 shares 9,600 $707K 0.06% 0 Timeline VTS VITESSE ENERGY INC More: the full row for VITESSE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,949 shares; 2024Q4: 26,949 shares; 2025Q1: 24,084 shares; 2025Q2: 24,084 shares; 2025Q3: 24,084 shares; 2025Q4: 36,371 shares 36,371 $701K 0.06% +12,287 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: 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 $684K 0.06% 0 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,676 shares; 2024Q4: 34,404 shares; 2025Q1: 34,275 shares; 2025Q2: 34,275 shares; 2025Q3: 42,720 shares; 2025Q4: 40,472 shares 40,472 $674K 0.06% -2,248 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,430 shares; 2024Q4: 10,603 shares; 2025Q1: 11,653 shares; 2025Q2: 12,881 shares; 2025Q3: 12,181 shares; 2025Q4: 12,181 shares 12,181 $670K 0.06% 0 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,106 shares; 2024Q4: 14,106 shares; 2025Q1: 14,106 shares; 2025Q2: 13,306 shares; 2025Q3: 14,306 shares; 2025Q4: 14,306 shares 14,306 $655K 0.06% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,692 shares; 2024Q4: 1,653 shares; 2025Q1: 1,653 shares; 2025Q2: 1,704 shares; 2025Q3: 1,672 shares; 2025Q4: 1,672 shares 1,672 $619K 0.05% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,664 shares; 2024Q4: 8,898 shares; 2025Q1: 7,086 shares; 2025Q2: 7,654 shares; 2025Q3: 7,666 shares; 2025Q4: 7,819 shares 7,819 $602K 0.05% +153 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: 9,143 shares; 2025Q1: 12,338 shares; 2025Q2: 15,005 shares; 2025Q3: 28,241 shares; 2025Q4: 21,455 shares 21,455 $588K 0.05% -6,786 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: 17,092 shares; 2024Q4: 14,942 shares; 2025Q1: 13,656 shares; 2025Q2: 10,947 shares; 2025Q3: 10,369 shares; 2025Q4: 10,371 shares 10,371 $570K 0.05% +2 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: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 10,595 shares; 2025Q3: 10,595 shares; 2025Q4: 10,595 shares 10,595 $555K 0.05% 0 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 162,166 shares; 2025Q1: 335,110 shares; 2025Q2: 449,985 shares; 2025Q3: 444,825 shares; 2025Q4: 10,662 shares 10,662 $552K 0.05% -434,163 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,535 shares; 2024Q4: 43,535 shares; 2025Q1: 43,535 shares; 2025Q2: 43,535 shares; 2025Q3: 43,535 shares; 2025Q4: 43,535 shares 43,535 $551K 0.05% 0 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,577 shares; 2024Q4: 19,315 shares; 2025Q1: 19,315 shares; 2025Q2: 19,315 shares; 2025Q3: 19,315 shares; 2025Q4: 19,315 shares 19,315 $544K 0.05% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,537 shares; 2024Q4: 3,396 shares; 2025Q1: 3,457 shares; 2025Q2: 2,381 shares; 2025Q3: 2,381 shares; 2025Q4: 2,527 shares 2,527 $536K 0.05% +146 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: 2,711 shares; 2024Q4: 2,709 shares; 2025Q1: 2,709 shares; 2025Q2: 2,598 shares; 2025Q3: 2,598 shares; 2025Q4: 2,697 shares 2,697 $526K 0.05% +99 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,706 shares 12,706 $525K 0.05% new 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: 1,141 shares; 2024Q4: 1,066 shares; 2025Q1: 1,025 shares; 2025Q2: 1,042 shares; 2025Q3: 1,055 shares; 2025Q4: 1,070 shares 1,070 $522K 0.05% +15 Timeline SIL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,954 shares; 2025Q4: 5,954 shares 5,954 $497K 0.04% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,225 shares; 2025Q4: 4,511 shares 4,511 $497K 0.04% +1,286 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,793 shares; 2024Q4: 47,491 shares; 2025Q1: 49,872 shares; 2025Q2: 51,544 shares; 2025Q3: 30,159 shares; 2025Q4: 4,815 shares 4,815 $486K 0.04% -25,344 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,619 shares; 2024Q4: 5,619 shares; 2025Q1: 5,357 shares; 2025Q2: 5,357 shares; 2025Q3: 5,357 shares; 2025Q4: 4,667 shares 4,667 $474K 0.04% -690 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,750 shares; 2024Q4: 91,750 shares; 2025Q1: 91,750 shares; 2025Q2: 91,750 shares; 2025Q3: 91,750 shares; 2025Q4: 91,750 shares 91,750 $473K 0.04% 0 Timeline VZLA VIZSLA SILVER CORP More: the full row for VIZSLA SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,120 shares; 2024Q4: 86,120 shares; 2025Q1: 86,120 shares; 2025Q2: 86,120 shares; 2025Q3: 86,120 shares; 2025Q4: 86,120 shares 86,120 $471K 0.04% 0 Timeline FAX ABRDN ASIA PACIFIC INCOME FU More: the full row for ABRDN ASIA PACIFIC INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,509 shares; 2024Q4: 30,509 shares; 2025Q1: 30,509 shares; 2025Q2: 30,509 shares; 2025Q3: 30,509 shares; 2025Q4: 30,509 shares 30,509 $468K 0.04% 0 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: 2,149 shares; 2024Q4: 2,005 shares; 2025Q1: 1,978 shares; 2025Q2: 1,685 shares; 2025Q3: 1,431 shares; 2025Q4: 1,417 shares 1,417 $457K 0.04% -14 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,467 shares; 2024Q4: 2,850 shares; 2025Q1: 2,828 shares; 2025Q2: 2,828 shares; 2025Q3: 2,828 shares; 2025Q4: 2,828 shares 2,828 $453K 0.04% 0 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,917 shares; 2025Q1: 3,917 shares; 2025Q2: 3,917 shares; 2025Q3: 3,917 shares; 2025Q4: 4,008 shares 4,008 $442K 0.04% +91 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,107 shares; 2024Q4: 6,860 shares; 2025Q1: 7,180 shares; 2025Q2: 366 shares; 2025Q3: 366 shares; 2025Q4: 364 shares 364 $441K 0.04% -2 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: 11,289 shares; 2025Q4: 11,296 shares 11,296 $436K 0.04% +7 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,907 shares; 2025Q2: 10,907 shares; 2025Q3: 10,907 shares; 2025Q4: 10,907 shares 10,907 $432K 0.04% 0 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,075 shares; 2025Q2: 4,075 shares; 2025Q3: 4,075 shares; 2025Q4: 4,075 shares 4,075 $422K 0.04% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,232 shares 4,232 $414K 0.04% new 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: 3,281 shares; 2024Q4: 3,281 shares; 2025Q1: 3,282 shares; 2025Q2: 3,080 shares; 2025Q3: 3,080 shares; 2025Q4: 3,007 shares 3,007 $412K 0.04% -73 Timeline BANK OF AMER CORP 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: 8,594 shares; 2024Q4: 338 shares; 2025Q1: 367 shares; 2025Q2: 339 shares; 2025Q3: 340 shares; 2025Q4: 329 shares 329 $412K 0.04% -11 MICC MAGNUM ICE CREAM CO NV More: the full row for MAGNUM ICE CREAM CO NV 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: 25,964 shares 25,964 $412K 0.04% new 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: 477 shares; 2024Q4: 477 shares; 2025Q1: 477 shares; 2025Q2: 477 shares; 2025Q3: 477 shares; 2025Q4: 1,431 shares 1,431 $411K 0.04% +954 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,249 shares; 2024Q4: 1,249 shares; 2025Q1: 1,249 shares; 2025Q2: 1,249 shares; 2025Q3: 1,249 shares; 2025Q4: 1,249 shares 1,249 $393K 0.03% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,130 shares; 2024Q4: 2,130 shares; 2025Q1: 1,792 shares; 2025Q2: 1,792 shares; 2025Q3: 2,122 shares; 2025Q4: 2,331 shares 2,331 $379K 0.03% +209 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,568 shares; 2024Q4: 2,539 shares; 2025Q1: 2,539 shares; 2025Q2: 2,507 shares; 2025Q3: 2,269 shares; 2025Q4: 2,096 shares 2,096 $372K 0.03% -173 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238 shares; 2024Q4: 238 shares; 2025Q1: 238 shares; 2025Q2: 2,380 shares; 2025Q3: 2,380 shares; 2025Q4: 2,380 shares 2,380 $365K 0.03% 0 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: 2,598 shares; 2024Q4: 2,580 shares; 2025Q1: 2,458 shares; 2025Q2: 2,458 shares; 2025Q3: 2,424 shares; 2025Q4: 2,362 shares 2,362 $363K 0.03% -62 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,170 shares; 2024Q4: 2,166 shares; 2025Q1: 2,169 shares; 2025Q2: 2,172 shares; 2025Q3: 2,175 shares; 2025Q4: 2,178 shares 2,178 $354K 0.03% +3 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,260 shares; 2024Q4: 8,260 shares; 2025Q1: 55,892 shares; 2025Q2: 58,239 shares; 2025Q3: 7,604 shares; 2025Q4: 7,604 shares 7,604 $354K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: 352 shares; 2025Q2: 605 shares; 2025Q3: 625 shares; 2025Q4: 530 shares 530 $350K 0.03% -95 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: 49,278 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,883 shares; 2025Q4: 3,283 shares 3,283 $346K 0.03% +400 Timeline BTG B2GOLD CORP More: the full row for B2GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,445 shares; 2024Q4: 76,485 shares; 2025Q1: 76,485 shares; 2025Q2: 76,485 shares; 2025Q3: 76,485 shares; 2025Q4: 76,485 shares 76,485 $345K 0.03% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,565 shares 1,565 $340K 0.03% new Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,191 shares; 2024Q4: 6,258 shares; 2025Q1: 6,258 shares; 2025Q2: 6,258 shares; 2025Q3: 6,258 shares; 2025Q4: 6,258 shares 6,258 $335K 0.03% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 914 shares; 2025Q3: 914 shares; 2025Q4: 1,064 shares 1,064 $328K 0.03% +150 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,647 shares; 2024Q4: 6,678 shares; 2025Q1: 6,377 shares; 2025Q2: 6,377 shares; 2025Q3: 6,377 shares; 2025Q4: 6,377 shares 6,377 $324K 0.03% 0 Timeline VONE 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: 1,485 shares; 2024Q4: 1,420 shares; 2025Q1: 1,306 shares; 2025Q2: 1,306 shares; 2025Q3: 1,129 shares; 2025Q4: 1,040 shares 1,040 $321K 0.03% -89 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,759 shares; 2024Q4: 3,759 shares; 2025Q1: 3,759 shares; 2025Q2: 3,911 shares; 2025Q3: 3,759 shares; 2025Q4: 3,184 shares 3,184 $321K 0.03% -575 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: 663 shares; 2024Q4: 679 shares; 2025Q1: 671 shares; 2025Q2: 669 shares; 2025Q3: 656 shares; 2025Q4: 3,420 shares 3,420 $321K 0.03% +2,764 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY 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: 4,916 shares; 2025Q2: 4,916 shares; 2025Q3: 4,916 shares; 2025Q4: 4,916 shares 4,916 $320K 0.03% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,649 shares; 2025Q2: 2,649 shares; 2025Q3: 2,649 shares; 2025Q4: 2,649 shares 2,649 $310K 0.03% 0 Timeline FCG 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: not reported; 2025Q3: not reported; 2025Q4: 12,553 shares 12,553 $294K 0.03% new Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 809 shares; 2024Q4: 580 shares; 2025Q1: 580 shares; 2025Q2: 490 shares; 2025Q3: 490 shares; 2025Q4: 290 shares 290 $293K 0.03% -200 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,265 shares; 2024Q4: 5,265 shares; 2025Q1: 5,265 shares; 2025Q2: 7,045 shares; 2025Q3: 7,045 shares; 2025Q4: 7,045 shares 7,045 $290K 0.03% 0 Timeline GNT GAMCO NAT RES GOLD & INCOME More: the full row for GAMCO NAT RES GOLD & INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,450 shares; 2024Q4: 38,450 shares; 2025Q1: 38,450 shares; 2025Q2: 38,450 shares; 2025Q3: 38,450 shares; 2025Q4: 38,450 shares 38,450 $286K 0.03% 0 Timeline EQX EQUINOX GOLD CORP More: the full row for EQUINOX GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,595 shares; 2024Q4: 19,455 shares; 2025Q1: 19,455 shares; 2025Q2: 19,455 shares; 2025Q3: 19,455 shares; 2025Q4: 19,455 shares 19,455 $273K 0.02% 0 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: 1,801 shares; 2024Q4: 1,916 shares; 2025Q1: 1,605 shares; 2025Q2: 1,599 shares; 2025Q3: 1,421 shares; 2025Q4: 1,399 shares 1,399 $273K 0.02% -22 Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,695 shares 11,695 $272K 0.02% new Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY 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: 2,553 shares; 2025Q2: 2,553 shares; 2025Q3: 2,553 shares; 2025Q4: 2,553 shares 2,553 $269K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: 2,311 shares; 2025Q2: 1,657 shares; 2025Q3: 1,697 shares; 2025Q4: 1,655 shares 1,655 $265K 0.02% -42 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: 608 shares; 2024Q4: 569 shares; 2025Q1: 569 shares; 2025Q2: 549 shares; 2025Q3: 549 shares; 2025Q4: 549 shares 549 $260K 0.02% 0 Timeline SBR SABINE RTY TR More: the full row for SABINE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,141 shares; 2024Q4: 4,091 shares; 2025Q1: 4,091 shares; 2025Q2: 4,091 shares; 2025Q3: 4,078 shares; 2025Q4: 3,768 shares 3,768 $258K 0.02% -310 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,892 shares; 2025Q3: 2,045 shares; 2025Q4: 2,146 shares 2,146 $256K 0.02% +101 Timeline SH PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,047 shares; 2025Q1: 7,047 shares; 2025Q2: 7,047 shares; 2025Q3: 7,047 shares; 2025Q4: 7,047 shares 7,047 $254K 0.02% 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: 2,707 shares 2,707 $252K 0.02% new Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,399 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,860 shares; 2025Q3: 2,860 shares; 2025Q4: 2,860 shares 2,860 $249K 0.02% 0 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,695 shares; 2025Q4: 8,695 shares 8,695 $241K 0.02% 0 Timeline COPX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,350 shares 3,350 $240K 0.02% new Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,350 shares; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: 1,350 shares; 2025Q4: 1,350 shares 1,350 $240K 0.02% 0 Timeline RING 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,227 shares 3,227 $238K 0.02% new Timeline BANX ARROWMARK FINANCIAL CORP More: the full row for ARROWMARK FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,990 shares; 2024Q4: 10,990 shares; 2025Q1: 10,990 shares; 2025Q2: 10,990 shares; 2025Q3: 10,890 shares; 2025Q4: 10,890 shares 10,890 $238K 0.02% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,349 shares; 2024Q4: 2,349 shares; 2025Q1: 2,349 shares; 2025Q2: 2,349 shares; 2025Q3: 2,349 shares; 2025Q4: 2,283 shares 2,283 $238K 0.02% -66 Timeline SA SEABRIDGE GOLD INC More: the full row for SEABRIDGE GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,518 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,935 shares 7,935 $235K 0.02% new Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,197 shares; 2024Q4: 1,195 shares; 2025Q1: 988 shares; 2025Q2: 943 shares; 2025Q3: 883 shares; 2025Q4: 883 shares 883 $229K 0.02% 0 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: 147,380 shares; 2024Q4: 139,491 shares; 2025Q1: 140,323 shares; 2025Q2: 5,310 shares; 2025Q3: 3,629 shares; 2025Q4: 2,284 shares 2,284 $228K 0.02% -1,345 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: 452 shares; 2024Q4: 452 shares; 2025Q1: 430 shares; 2025Q2: 426 shares; 2025Q3: 421 shares; 2025Q4: 321 shares 321 $220K 0.02% -100 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: not reported; 2024Q4: 1,162 shares; 2025Q1: 1,162 shares; 2025Q2: 1,162 shares; 2025Q3: not reported; 2025Q4: 1,162 shares 1,162 $214K 0.02% new Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 665 shares; 2024Q4: 668 shares; 2025Q1: 668 shares; 2025Q2: 660 shares; 2025Q3: 660 shares; 2025Q4: 660 shares 660 $214K 0.02% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,505 shares; 2024Q4: 7,505 shares; 2025Q1: 6,855 shares; 2025Q2: 6,855 shares; 2025Q3: 6,855 shares; 2025Q4: 6,855 shares 6,855 $212K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,061 shares; 2025Q4: 2,061 shares 2,061 $211K 0.02% 0 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,544 shares; 2024Q4: 15,153 shares; 2025Q1: 25,688 shares; 2025Q2: 25,131 shares; 2025Q3: 18,757 shares; 2025Q4: 18,302 shares 18,302 $206K 0.02% -455 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: 1,001 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 800 shares 800 $206K 0.02% new Timeline SPH SUBURBAN PROPANE PARTNERS L More: the full row for SUBURBAN PROPANE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,263 shares; 2024Q4: 11,263 shares; 2025Q1: 11,263 shares; 2025Q2: 11,263 shares; 2025Q3: 11,080 shares; 2025Q4: 11,080 shares 11,080 $205K 0.02% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 924 shares; 2024Q4: 922 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 885 shares 885 $203K 0.02% new Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,397 shares 1,397 $200K 0.02% new Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,500 shares; 2024Q4: 17,500 shares; 2025Q1: 17,500 shares; 2025Q2: 17,500 shares; 2025Q3: 17,500 shares; 2025Q4: 17,500 shares 17,500 $198K 0.02% 0 Timeline AVK ADVENT CONV & INCOME FD More: the full row for ADVENT CONV & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,409 shares; 2024Q4: 24,111 shares; 2025Q1: 13,626 shares; 2025Q2: 14,035 shares; 2025Q3: 14,302 shares; 2025Q4: 14,696 shares 14,696 $184K 0.02% +394 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,075 shares 10,075 $178K 0.02% new Timeline ACP ABRDN INCOME CREDIT STRATEGI More: the full row for ABRDN INCOME CREDIT STRATEGI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,604 shares; 2024Q4: 27,604 shares; 2025Q1: 27,604 shares; 2025Q2: 27,604 shares; 2025Q3: 27,604 shares; 2025Q4: 27,604 shares 27,604 $149K 0.01% 0 Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,930 shares; 2024Q4: 15,930 shares; 2025Q1: 15,930 shares; 2025Q2: 15,930 shares; 2025Q3: 15,115 shares; 2025Q4: 15,115 shares 15,115 $147K 0.01% 0 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,839 shares; 2024Q4: 14,839 shares; 2025Q1: 14,839 shares; 2025Q2: 14,839 shares; 2025Q3: 14,839 shares; 2025Q4: 14,839 shares 14,839 $134K 0.01% 0 Timeline XEFRX EATON VANCE SR FLTNG RTE TR More: the full row for EATON VANCE SR FLTNG RTE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,100 shares; 2024Q4: 15,100 shares; 2025Q1: 15,100 shares; 2025Q2: 11,600 shares; 2025Q3: 11,500 shares; 2025Q4: 11,500 shares 11,500 $128K 0.01% 0 Timeline