JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,395,308 shares; 2024Q4: 6,399,455 shares; 2025Q1: 6,399,805 shares; 2025Q2: 6,388,444 shares; 2025Q3: 6,381,323 shares; 2025Q4: 6,378,273 shares 6,378,273 $1.45B 44.09% -3,050 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 345,212 shares; 2024Q4: 343,027 shares; 2025Q1: 343,077 shares; 2025Q2: 343,077 shares; 2025Q3: 346,022 shares; 2025Q4: 343,222 shares 343,222 $64.5M 1.96% -2,800 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: 1,724,012 shares; 2024Q4: 1,729,406 shares; 2025Q1: 1,790,968 shares; 2025Q2: 1,791,843 shares; 2025Q3: 1,817,464 shares; 2025Q4: 1,905,939 shares 1,905,939 $61.1M 1.85% +88,475 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: 190,183 shares; 2024Q4: 189,666 shares; 2025Q1: 184,161 shares; 2025Q2: 184,215 shares; 2025Q3: 184,876 shares; 2025Q4: 184,875 shares 184,875 $50.3M 1.52% -1 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: 82,041 shares; 2024Q4: 81,564 shares; 2025Q1: 81,776 shares; 2025Q2: 81,211 shares; 2025Q3: 79,582 shares; 2025Q4: 79,717 shares 79,717 $40.1M 1.21% +135 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: 57,652 shares; 2024Q4: 58,067 shares; 2025Q1: 59,011 shares; 2025Q2: 59,667 shares; 2025Q3: 59,737 shares; 2025Q4: 59,460 shares 59,460 $36.5M 1.11% -277 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: 105,316 shares; 2024Q4: 104,799 shares; 2025Q1: 103,537 shares; 2025Q2: 103,242 shares; 2025Q3: 103,272 shares; 2025Q4: 105,520 shares 105,520 $36.3M 1.1% +2,248 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: 109,488 shares; 2024Q4: 109,558 shares; 2025Q1: 110,123 shares; 2025Q2: 111,045 shares; 2025Q3: 110,608 shares; 2025Q4: 112,112 shares 112,112 $36.1M 1.1% +1,504 Timeline DBP INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238,800 shares; 2024Q4: 238,800 shares; 2025Q1: 238,800 shares; 2025Q2: 238,800 shares; 2025Q3: 238,800 shares; 2025Q4: 238,800 shares 238,800 $24.6M 0.74% 0 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 381,441 shares; 2024Q4: 385,091 shares; 2025Q1: 437,971 shares; 2025Q2: 539,371 shares; 2025Q3: 575,809 shares; 2025Q4: 619,271 shares 619,271 $24.5M 0.74% +43,462 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: 126,480 shares; 2024Q4: 126,520 shares; 2025Q1: 126,515 shares; 2025Q2: 129,326 shares; 2025Q3: 130,971 shares; 2025Q4: 130,722 shares 130,722 $24.4M 0.74% -249 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: 46,777 shares; 2024Q4: 46,532 shares; 2025Q1: 47,801 shares; 2025Q2: 47,298 shares; 2025Q3: 47,473 shares; 2025Q4: 47,407 shares 47,407 $22.9M 0.7% -66 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: 25,311 shares; 2024Q4: 25,461 shares; 2025Q1: 25,461 shares; 2025Q2: 25,336 shares; 2025Q3: 25,323 shares; 2025Q4: 25,329 shares 25,329 $22.3M 0.67% +6 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: 138,494 shares; 2024Q4: 138,734 shares; 2025Q1: 143,624 shares; 2025Q2: 142,874 shares; 2025Q3: 145,014 shares; 2025Q4: 141,939 shares 141,939 $21.9M 0.66% -3,075 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: 1,187,696 shares; 2024Q4: 1,193,871 shares; 2025Q1: 1,297,796 shares; 2025Q2: 1,177,140 shares; 2025Q3: 1,236,265 shares; 2025Q4: 1,311,965 shares 1,311,965 $21.6M 0.66% +75,700 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,017 shares; 2024Q4: 219,118 shares; 2025Q1: 227,297 shares; 2025Q2: 228,051 shares; 2025Q3: 231,596 shares; 2025Q4: 236,274 shares 236,274 $21.1M 0.64% +4,678 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,576 shares; 2024Q4: 37,576 shares; 2025Q1: 37,599 shares; 2025Q2: 37,599 shares; 2025Q3: 37,606 shares; 2025Q4: 36,895 shares 36,895 $21M 0.64% -711 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: 68,526 shares; 2024Q4: 68,635 shares; 2025Q1: 68,868 shares; 2025Q2: 68,524 shares; 2025Q3: 68,874 shares; 2025Q4: 66,294 shares 66,294 $20.8M 0.63% -2,580 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: 27,222 shares; 2024Q4: 26,758 shares; 2025Q1: 26,539 shares; 2025Q2: 27,109 shares; 2025Q3: 27,405 shares; 2025Q4: 40,315 shares 40,315 $19.7M 0.6% +12,910 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: 61,102 shares; 2024Q4: 61,108 shares; 2025Q1: 62,368 shares; 2025Q2: 61,318 shares; 2025Q3: 61,288 shares; 2025Q4: 61,288 shares 61,288 $19.2M 0.58% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,733 shares; 2024Q4: 118,733 shares; 2025Q1: 116,983 shares; 2025Q2: 117,792 shares; 2025Q3: 117,792 shares; 2025Q4: 117,592 shares 117,592 $18.9M 0.57% -200 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: 23,193 shares; 2024Q4: 25,088 shares; 2025Q1: 24,642 shares; 2025Q2: 26,832 shares; 2025Q3: 26,834 shares; 2025Q4: 26,977 shares 26,977 $18.4M 0.56% +143 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,340 shares; 2024Q4: 62,400 shares; 2025Q1: 59,497 shares; 2025Q2: 59,467 shares; 2025Q3: 59,487 shares; 2025Q4: 59,632 shares 59,632 $18.1M 0.55% +145 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: 19,040 shares; 2024Q4: 317,581 shares; 2025Q1: 317,431 shares; 2025Q2: 317,431 shares; 2025Q3: 317,431 shares; 2025Q4: 318,931 shares 318,931 $17.5M 0.53% +1,500 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,962 shares; 2024Q4: 29,950 shares; 2025Q1: 30,113 shares; 2025Q2: 30,107 shares; 2025Q3: 29,520 shares; 2025Q4: 30,225 shares 30,225 $17.3M 0.53% +705 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235,113 shares; 2024Q4: 237,763 shares; 2025Q1: 237,743 shares; 2025Q2: 238,783 shares; 2025Q3: 238,783 shares; 2025Q4: 263,053 shares 263,053 $16.8M 0.51% +24,270 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: 237,578 shares; 2024Q4: 240,238 shares; 2025Q1: 283,353 shares; 2025Q2: 275,440 shares; 2025Q3: 299,845 shares; 2025Q4: 311,445 shares 311,445 $16.6M 0.5% +11,600 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: 22 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 22 shares 22 $16.6M 0.5% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,078 shares; 2024Q4: 135,778 shares; 2025Q1: 135,968 shares; 2025Q2: 142,478 shares; 2025Q3: 146,868 shares; 2025Q4: 149,448 shares 149,448 $16.4M 0.5% +2,580 Timeline IJK 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: 160,703 shares; 2024Q4: 159,703 shares; 2025Q1: 159,703 shares; 2025Q2: 159,597 shares; 2025Q3: 159,497 shares; 2025Q4: 159,497 shares 159,497 $15.5M 0.47% 0 Timeline IJJ 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: 114,395 shares; 2024Q4: 115,990 shares; 2025Q1: 114,035 shares; 2025Q2: 112,117 shares; 2025Q3: 112,118 shares; 2025Q4: 112,119 shares 112,119 $14.8M 0.45% +1 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: 67,085 shares; 2024Q4: 69,225 shares; 2025Q1: 64,443 shares; 2025Q2: 67,836 shares; 2025Q3: 67,849 shares; 2025Q4: 67,650 shares 67,650 $14.3M 0.43% -199 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: 70,333 shares; 2024Q4: 70,333 shares; 2025Q1: 70,487 shares; 2025Q2: 70,392 shares; 2025Q3: 70,187 shares; 2025Q4: 70,987 shares 70,987 $13.8M 0.42% +800 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,810 shares; 2024Q4: 95,910 shares; 2025Q1: 95,610 shares; 2025Q2: 95,246 shares; 2025Q3: 95,246 shares; 2025Q4: 95,246 shares 95,246 $13.4M 0.41% 0 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: 34,114 shares; 2024Q4: 34,366 shares; 2025Q1: 37,048 shares; 2025Q2: 38,728 shares; 2025Q3: 40,490 shares; 2025Q4: 43,264 shares 43,264 $12.6M 0.38% +2,774 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: 101,245 shares; 2024Q4: 102,920 shares; 2025Q1: 104,113 shares; 2025Q2: 108,563 shares; 2025Q3: 109,137 shares; 2025Q4: 109,177 shares 109,177 $12.2M 0.37% +40 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,239 shares; 2024Q4: 86,363 shares; 2025Q1: 93,762 shares; 2025Q2: 94,913 shares; 2025Q3: 95,111 shares; 2025Q4: 94,666 shares 94,666 $12.1M 0.37% -445 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: 497,663 shares; 2024Q4: 502,613 shares; 2025Q1: 581,263 shares; 2025Q2: 577,343 shares; 2025Q3: 637,343 shares; 2025Q4: 663,763 shares 663,763 $11.9M 0.36% +26,420 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: 34,712 shares; 2024Q4: 34,679 shares; 2025Q1: 34,697 shares; 2025Q2: 33,662 shares; 2025Q3: 33,742 shares; 2025Q4: 33,927 shares 33,927 $11.9M 0.36% +185 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,914 shares; 2024Q4: 84,601 shares; 2025Q1: 83,576 shares; 2025Q2: 83,576 shares; 2025Q3: 83,086 shares; 2025Q4: 83,236 shares 83,236 $11.2M 0.34% +150 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,551 shares; 2024Q4: 61,760 shares; 2025Q1: 67,073 shares; 2025Q2: 67,852 shares; 2025Q3: 71,138 shares; 2025Q4: 75,451 shares 75,451 $10.8M 0.33% +4,313 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: 38,398 shares; 2024Q4: 37,945 shares; 2025Q1: 38,008 shares; 2025Q2: 41,898 shares; 2025Q3: 42,739 shares; 2025Q4: 46,947 shares 46,947 $10.7M 0.33% +4,208 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: 11,566 shares; 2024Q4: 11,676 shares; 2025Q1: 11,671 shares; 2025Q2: 11,571 shares; 2025Q3: 11,845 shares; 2025Q4: 12,253 shares 12,253 $10.6M 0.32% +408 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,721 shares; 2024Q4: 128,901 shares; 2025Q1: 128,769 shares; 2025Q2: 127,028 shares; 2025Q3: 130,483 shares; 2025Q4: 130,683 shares 130,683 $10.5M 0.32% +200 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,686 shares; 2024Q4: 222,244 shares; 2025Q1: 262,609 shares; 2025Q2: 276,695 shares; 2025Q3: 286,988 shares; 2025Q4: 359,164 shares 359,164 $10.2M 0.31% +72,176 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: 15,738 shares; 2024Q4: 15,601 shares; 2025Q1: 16,673 shares; 2025Q2: 17,158 shares; 2025Q3: 17,603 shares; 2025Q4: 17,585 shares 17,585 $10M 0.3% -18 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: 29,050 shares; 2024Q4: 29,050 shares; 2025Q1: 29,050 shares; 2025Q2: 29,050 shares; 2025Q3: 28,610 shares; 2025Q4: 28,700 shares 28,700 $9.93M 0.3% +90 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: 77,890 shares; 2024Q4: 77,890 shares; 2025Q1: 60,980 shares; 2025Q2: 82,720 shares; 2025Q3: 82,182 shares; 2025Q4: 81,632 shares 81,632 $9.82M 0.3% -550 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,536 shares; 2024Q4: 83,067 shares; 2025Q1: 82,758 shares; 2025Q2: 81,647 shares; 2025Q3: 81,428 shares; 2025Q4: 81,428 shares 81,428 $9.79M 0.3% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,156 shares; 2024Q4: 50,189 shares; 2025Q1: 54,946 shares; 2025Q2: 54,858 shares; 2025Q3: 54,861 shares; 2025Q4: 54,914 shares 54,914 $9.74M 0.3% +53 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: 37,578 shares; 2024Q4: 36,823 shares; 2025Q1: 38,430 shares; 2025Q2: 39,572 shares; 2025Q3: 40,221 shares; 2025Q4: 40,701 shares 40,701 $9.39M 0.28% +480 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: 124,184 shares; 2024Q4: 119,812 shares; 2025Q1: 120,052 shares; 2025Q2: 100,073 shares; 2025Q3: 115,523 shares; 2025Q4: 124,548 shares 124,548 $9.15M 0.28% +9,025 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: 58,708 shares; 2024Q4: 59,478 shares; 2025Q1: 59,265 shares; 2025Q2: 59,738 shares; 2025Q3: 60,521 shares; 2025Q4: 61,080 shares 61,080 $8.75M 0.27% +559 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,761 shares; 2024Q4: 121,015 shares; 2025Q1: 123,967 shares; 2025Q2: 123,967 shares; 2025Q3: 124,267 shares; 2025Q4: 186,997 shares 186,997 $8.58M 0.26% +62,730 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,208 shares; 2024Q4: 15,208 shares; 2025Q1: 15,210 shares; 2025Q2: 15,210 shares; 2025Q3: 15,210 shares; 2025Q4: 15,210 shares 15,210 $8.38M 0.25% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,736 shares; 2024Q4: 25,744 shares; 2025Q1: 25,748 shares; 2025Q2: 25,748 shares; 2025Q3: 25,752 shares; 2025Q4: 25,756 shares 25,756 $8.11M 0.25% +4 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: 112,570 shares; 2024Q4: 112,710 shares; 2025Q1: 114,215 shares; 2025Q2: 111,680 shares; 2025Q3: 115,290 shares; 2025Q4: 117,445 shares 117,445 $7.89M 0.24% +2,155 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: 46,578 shares; 2024Q4: 55,078 shares; 2025Q1: 54,770 shares; 2025Q2: 49,370 shares; 2025Q3: 48,395 shares; 2025Q4: 48,395 shares 48,395 $7.88M 0.24% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,267 shares; 2024Q4: 24,909 shares; 2025Q1: 24,262 shares; 2025Q2: 23,442 shares; 2025Q3: 25,024 shares; 2025Q4: 29,612 shares 29,612 $7.64M 0.23% +4,588 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,347 shares; 2024Q4: 21,257 shares; 2025Q1: 21,989 shares; 2025Q2: 22,441 shares; 2025Q3: 22,442 shares; 2025Q4: 26,898 shares 26,898 $7.51M 0.23% +4,456 Timeline GVIP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,303 shares; 2024Q4: 44,173 shares; 2025Q1: 45,438 shares; 2025Q2: 45,853 shares; 2025Q3: 46,188 shares; 2025Q4: 47,736 shares 47,736 $7.39M 0.22% +1,548 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,103 shares; 2024Q4: 36,103 shares; 2025Q1: 36,103 shares; 2025Q2: 36,103 shares; 2025Q3: 36,103 shares; 2025Q4: 36,103 shares 36,103 $7.34M 0.22% 0 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: 40,589 shares; 2024Q4: 38,719 shares; 2025Q1: 38,878 shares; 2025Q2: 42,444 shares; 2025Q3: 43,646 shares; 2025Q4: 46,438 shares 46,438 $7.08M 0.21% +2,792 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: 6,182 shares; 2024Q4: 6,322 shares; 2025Q1: 6,341 shares; 2025Q2: 6,616 shares; 2025Q3: 6,665 shares; 2025Q4: 74,225 shares 74,225 $6.96M 0.21% +67,560 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: 29,912 shares; 2024Q4: 29,112 shares; 2025Q1: 28,682 shares; 2025Q2: 29,387 shares; 2025Q3: 35,057 shares; 2025Q4: 33,507 shares 33,507 $6.93M 0.21% -1,550 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: 20,863 shares; 2024Q4: 20,874 shares; 2025Q1: 19,619 shares; 2025Q2: 22,424 shares; 2025Q3: 22,380 shares; 2025Q4: 22,821 shares 22,821 $6.89M 0.21% +441 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,838 shares; 2024Q4: 46,069 shares; 2025Q1: 49,289 shares; 2025Q2: 50,109 shares; 2025Q3: 52,491 shares; 2025Q4: 53,747 shares 53,747 $6.86M 0.21% +1,256 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: 67,976 shares; 2024Q4: 70,076 shares; 2025Q1: 81,476 shares; 2025Q2: 90,666 shares; 2025Q3: 121,716 shares; 2025Q4: 130,696 shares 130,696 $6.85M 0.21% +8,980 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,453 shares; 2024Q4: 8,453 shares; 2025Q1: 8,578 shares; 2025Q2: 8,672 shares; 2025Q3: 8,706 shares; 2025Q4: 8,371 shares 8,371 $6.77M 0.21% -335 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: 18,790 shares; 2024Q4: 18,840 shares; 2025Q1: 18,990 shares; 2025Q2: 19,361 shares; 2025Q3: 19,036 shares; 2025Q4: 17,086 shares 17,086 $6.77M 0.21% -1,950 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: 15,851 shares; 2024Q4: 15,851 shares; 2025Q1: 15,106 shares; 2025Q2: 15,096 shares; 2025Q3: 14,861 shares; 2025Q4: 14,961 shares 14,961 $6.73M 0.2% +100 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,525 shares; 2024Q4: 14,525 shares; 2025Q1: 14,525 shares; 2025Q2: 14,535 shares; 2025Q3: 14,535 shares; 2025Q4: 14,535 shares 14,535 $6.6M 0.2% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,793 shares; 2024Q4: 100,797 shares; 2025Q1: 105,893 shares; 2025Q2: 107,616 shares; 2025Q3: 113,888 shares; 2025Q4: 121,245 shares 121,245 $6.52M 0.2% +7,357 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: 32,106 shares; 2024Q4: 31,442 shares; 2025Q1: 31,669 shares; 2025Q2: 33,544 shares; 2025Q3: 33,777 shares; 2025Q4: 33,944 shares 33,944 $6.48M 0.2% +167 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: 6,720 shares; 2024Q4: 6,892 shares; 2025Q1: 5,462 shares; 2025Q2: 5,640 shares; 2025Q3: 5,960 shares; 2025Q4: 6,020 shares 6,020 $6.47M 0.2% +60 Timeline PFFD 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: 253,219 shares; 2024Q4: 253,150 shares; 2025Q1: 275,259 shares; 2025Q2: 263,229 shares; 2025Q3: 306,549 shares; 2025Q4: 340,590 shares 340,590 $6.44M 0.2% +34,041 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,672 shares; 2024Q4: 20,672 shares; 2025Q1: 20,672 shares; 2025Q2: 20,672 shares; 2025Q3: 20,722 shares; 2025Q4: 20,722 shares 20,722 $6.43M 0.19% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 243,966 shares; 2024Q4: 245,416 shares; 2025Q1: 248,766 shares; 2025Q2: 247,816 shares; 2025Q3: 254,116 shares; 2025Q4: 255,066 shares 255,066 $6.34M 0.19% +950 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: 4,329 shares; 2025Q3: 4,359 shares; 2025Q4: 5,764 shares 5,764 $6.17M 0.19% +1,405 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: 39,938 shares; 2024Q4: 40,688 shares; 2025Q1: 37,048 shares; 2025Q2: 37,883 shares; 2025Q3: 57,483 shares; 2025Q4: 57,808 shares 57,808 $6.08M 0.18% +325 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,229 shares; 2024Q4: 85,889 shares; 2025Q1: 95,794 shares; 2025Q2: 96,699 shares; 2025Q3: 108,009 shares; 2025Q4: 101,709 shares 101,709 $6.01M 0.18% -6,300 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: 57,021 shares; 2024Q4: 175,064 shares; 2025Q1: 161,372 shares; 2025Q2: 163,687 shares; 2025Q3: 205,774 shares; 2025Q4: 218,937 shares 218,937 $6.01M 0.18% +13,163 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: 167,144 shares; 2024Q4: 160,519 shares; 2025Q1: 160,239 shares; 2025Q2: 160,212 shares; 2025Q3: 160,212 shares; 2025Q4: 160,212 shares 160,212 $5.91M 0.18% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,574 shares; 2024Q4: 34,784 shares; 2025Q1: 35,384 shares; 2025Q2: 35,099 shares; 2025Q3: 34,974 shares; 2025Q4: 35,124 shares 35,124 $5.89M 0.18% +150 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: 89,576 shares; 2024Q4: 177,629 shares; 2025Q1: 181,860 shares; 2025Q2: 207,353 shares; 2025Q3: 236,990 shares; 2025Q4: 242,404 shares 242,404 $5.83M 0.18% +5,414 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: 29,794 shares; 2024Q4: 29,794 shares; 2025Q1: 26,304 shares; 2025Q2: 26,301 shares; 2025Q3: 26,301 shares; 2025Q4: 26,274 shares 26,274 $5.7M 0.17% -27 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,031 shares; 2024Q4: 52,031 shares; 2025Q1: 52,621 shares; 2025Q2: 52,891 shares; 2025Q3: 52,891 shares; 2025Q4: 52,891 shares 52,891 $5.57M 0.17% 0 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,815 shares; 2024Q4: 198,317 shares; 2025Q1: 225,472 shares; 2025Q2: 177,594 shares; 2025Q3: 184,139 shares; 2025Q4: 183,854 shares 183,854 $5.53M 0.17% -285 Timeline PSCT 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: 78,394 shares; 2024Q4: 76,720 shares; 2025Q1: 94,676 shares; 2025Q2: 92,086 shares; 2025Q3: 93,011 shares; 2025Q4: 97,185 shares 97,185 $5.5M 0.17% +4,174 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: 17,613 shares; 2024Q4: 17,713 shares; 2025Q1: 16,818 shares; 2025Q2: 17,438 shares; 2025Q3: 17,375 shares; 2025Q4: 17,750 shares 17,750 $5.42M 0.16% +375 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,885 shares; 2024Q4: 151,958 shares; 2025Q1: 151,958 shares; 2025Q2: 113,956 shares; 2025Q3: 113,286 shares; 2025Q4: 113,286 shares 113,286 $5.42M 0.16% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,941 shares; 2024Q4: 42,941 shares; 2025Q1: 42,941 shares; 2025Q2: 42,941 shares; 2025Q3: 42,941 shares; 2025Q4: 42,941 shares 42,941 $5.41M 0.16% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,393 shares; 2024Q4: 29,393 shares; 2025Q1: 29,422 shares; 2025Q2: 29,522 shares; 2025Q3: 30,420 shares; 2025Q4: 32,602 shares 32,602 $5.28M 0.16% +2,182 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: 96,387 shares; 2024Q4: 99,637 shares; 2025Q1: 131,948 shares; 2025Q2: 138,971 shares; 2025Q3: 175,343 shares; 2025Q4: 251,366 shares 251,366 $5.25M 0.16% +76,023 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,813 shares; 2024Q4: 51,023 shares; 2025Q1: 40,698 shares; 2025Q2: 39,948 shares; 2025Q3: 40,323 shares; 2025Q4: 40,323 shares 40,323 $5.2M 0.16% 0 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,953 shares; 2024Q4: 74,754 shares; 2025Q1: 92,260 shares; 2025Q2: 93,910 shares; 2025Q3: 98,072 shares; 2025Q4: 98,860 shares 98,860 $5.18M 0.16% +788 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: 128,183 shares; 2024Q4: 128,243 shares; 2025Q1: 125,738 shares; 2025Q2: 126,158 shares; 2025Q3: 131,733 shares; 2025Q4: 132,743 shares 132,743 $5.04M 0.15% +1,010 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: 64,591 shares; 2024Q4: 64,591 shares; 2025Q1: 64,591 shares; 2025Q2: 64,761 shares; 2025Q3: 64,761 shares; 2025Q4: 64,761 shares 64,761 $4.99M 0.15% 0 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,176 shares; 2024Q4: 116,981 shares; 2025Q1: 127,215 shares; 2025Q2: 126,424 shares; 2025Q3: 137,904 shares; 2025Q4: 152,040 shares 152,040 $4.98M 0.15% +14,136 Timeline QTEC 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: 18,898 shares; 2024Q4: 18,848 shares; 2025Q1: 20,927 shares; 2025Q2: 21,418 shares; 2025Q3: 21,418 shares; 2025Q4: 21,418 shares 21,418 $4.93M 0.15% 0 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,106 shares; 2024Q4: 80,696 shares; 2025Q1: 85,097 shares; 2025Q2: 81,587 shares; 2025Q3: 80,918 shares; 2025Q4: 80,403 shares 80,403 $4.86M 0.15% -515 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: 81,959 shares; 2024Q4: 82,159 shares; 2025Q1: 132,929 shares; 2025Q2: 74,835 shares; 2025Q3: 85,435 shares; 2025Q4: 86,410 shares 86,410 $4.63M 0.14% +975 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,581 shares; 2024Q4: 32,086 shares; 2025Q1: 34,721 shares; 2025Q2: 35,724 shares; 2025Q3: 34,799 shares; 2025Q4: 34,799 shares 34,799 $4.61M 0.14% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,863 shares; 2024Q4: 25,153 shares; 2025Q1: 26,688 shares; 2025Q2: 26,898 shares; 2025Q3: 27,933 shares; 2025Q4: 29,748 shares 29,748 $4.6M 0.14% +1,815 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,708 shares; 2024Q4: 30,708 shares; 2025Q1: 30,283 shares; 2025Q2: 31,198 shares; 2025Q3: 31,198 shares; 2025Q4: 40,223 shares 40,223 $4.58M 0.14% +9,025 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,327 shares; 2024Q4: 12,422 shares; 2025Q1: 10,930 shares; 2025Q2: 10,955 shares; 2025Q3: 14,430 shares; 2025Q4: 14,530 shares 14,530 $4.54M 0.14% +100 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: 75,200 shares; 2024Q4: 77,300 shares; 2025Q1: 121,950 shares; 2025Q2: 173,150 shares; 2025Q3: 174,000 shares; 2025Q4: 201,500 shares 201,500 $4.51M 0.14% +27,500 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,628 shares; 2024Q4: 130,401 shares; 2025Q1: 129,360 shares; 2025Q2: 129,360 shares; 2025Q3: 129,360 shares; 2025Q4: 129,360 shares 129,360 $4.46M 0.14% 0 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,959 shares; 2024Q4: 172,959 shares; 2025Q1: 172,959 shares; 2025Q2: 172,959 shares; 2025Q3: 172,959 shares; 2025Q4: 172,959 shares 172,959 $4.43M 0.13% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,426 shares; 2024Q4: 109,076 shares; 2025Q1: 109,076 shares; 2025Q2: 71,317 shares; 2025Q3: 71,902 shares; 2025Q4: 73,217 shares 73,217 $4.4M 0.13% +1,315 Timeline EEMS 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: 51,505 shares; 2024Q4: 50,814 shares; 2025Q1: 58,636 shares; 2025Q2: 59,966 shares; 2025Q3: 63,161 shares; 2025Q4: 64,931 shares 64,931 $4.38M 0.13% +1,770 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,883 shares; 2024Q4: 7,908 shares; 2025Q1: 7,883 shares; 2025Q2: 7,903 shares; 2025Q3: 7,943 shares; 2025Q4: 8,003 shares 8,003 $4.26M 0.13% +60 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,735 shares; 2024Q4: 32,885 shares; 2025Q1: 33,255 shares; 2025Q2: 33,255 shares; 2025Q3: 33,375 shares; 2025Q4: 33,505 shares 33,505 $4.24M 0.13% +130 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,000 shares; 2024Q4: 26,000 shares; 2025Q1: 26,000 shares; 2025Q2: 26,000 shares; 2025Q3: 26,000 shares; 2025Q4: 26,000 shares 26,000 $4.18M 0.13% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,163 shares; 2024Q4: 5,315 shares; 2025Q1: 7,231 shares; 2025Q2: 6,161 shares; 2025Q3: 6,169 shares; 2025Q4: 6,546 shares 6,546 $4.1M 0.12% +377 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,573 shares; 2024Q4: 9,573 shares; 2025Q1: 9,573 shares; 2025Q2: 9,573 shares; 2025Q3: 9,544 shares; 2025Q4: 9,530 shares 9,530 $4.08M 0.12% -14 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,326 shares; 2024Q4: 1,326 shares; 2025Q1: 1,412 shares; 2025Q2: 1,432 shares; 2025Q3: 1,868 shares; 2025Q4: 1,888 shares 1,888 $4.06M 0.12% +20 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,000 shares; 2024Q4: 35,300 shares; 2025Q1: 35,300 shares; 2025Q2: 35,234 shares; 2025Q3: 35,234 shares; 2025Q4: 35,234 shares 35,234 $4.01M 0.12% 0 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: 9,744 shares; 2024Q4: 9,919 shares; 2025Q1: 9,919 shares; 2025Q2: 10,159 shares; 2025Q3: 9,744 shares; 2025Q4: 39,594 shares 39,594 $3.99M 0.12% +29,850 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: 20,059 shares; 2024Q4: 20,059 shares; 2025Q1: 37,624 shares; 2025Q2: 40,884 shares; 2025Q3: 52,614 shares; 2025Q4: 141,979 shares 141,979 $3.9M 0.12% +89,365 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: 31,135 shares; 2024Q4: 125,064 shares; 2025Q1: 131,164 shares; 2025Q2: 112,534 shares; 2025Q3: 118,534 shares; 2025Q4: 118,534 shares 118,534 $3.87M 0.12% 0 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,100 shares; 2024Q4: 122,200 shares; 2025Q1: 122,200 shares; 2025Q2: 122,200 shares; 2025Q3: 122,200 shares; 2025Q4: 122,200 shares 122,200 $3.85M 0.12% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,244 shares; 2024Q4: 51,909 shares; 2025Q1: 53,509 shares; 2025Q2: 53,509 shares; 2025Q3: 53,534 shares; 2025Q4: 54,509 shares 54,509 $3.81M 0.12% +975 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: 28,208 shares; 2024Q4: 28,453 shares; 2025Q1: 28,359 shares; 2025Q2: 28,229 shares; 2025Q3: 31,376 shares; 2025Q4: 32,436 shares 32,436 $3.8M 0.12% +1,060 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,855 shares; 2024Q4: 10,855 shares; 2025Q1: 10,855 shares; 2025Q2: 10,855 shares; 2025Q3: 10,855 shares; 2025Q4: 10,855 shares 10,855 $3.74M 0.11% 0 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: 11,842 shares; 2024Q4: 11,742 shares; 2025Q1: 12,364 shares; 2025Q2: 12,945 shares; 2025Q3: 12,945 shares; 2025Q4: 12,945 shares 12,945 $3.74M 0.11% 0 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,045 shares; 2024Q4: 76,948 shares; 2025Q1: 67,758 shares; 2025Q2: 73,658 shares; 2025Q3: 74,707 shares; 2025Q4: 81,400 shares 81,400 $3.71M 0.11% +6,693 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,661 shares; 2024Q4: 60,368 shares; 2025Q1: 60,646 shares; 2025Q2: 59,812 shares; 2025Q3: 59,820 shares; 2025Q4: 58,081 shares 58,081 $3.66M 0.11% -1,739 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,676 shares; 2024Q4: 2,686 shares; 2025Q1: 2,686 shares; 2025Q2: 2,686 shares; 2025Q3: 2,686 shares; 2025Q4: 2,716 shares 2,716 $3.61M 0.11% +30 Timeline IWN 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: 19,999 shares; 2024Q4: 19,999 shares; 2025Q1: 20,046 shares; 2025Q2: 19,896 shares; 2025Q3: 19,896 shares; 2025Q4: 19,896 shares 19,896 $3.61M 0.11% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,973 shares; 2024Q4: 61,973 shares; 2025Q1: 61,973 shares; 2025Q2: 61,973 shares; 2025Q3: 61,548 shares; 2025Q4: 61,548 shares 61,548 $3.55M 0.11% 0 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: 17,252 shares; 2024Q4: 17,252 shares; 2025Q1: 28,698 shares; 2025Q2: 28,868 shares; 2025Q3: 30,176 shares; 2025Q4: 17,981 shares 17,981 $3.5M 0.11% -12,195 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: 21,528 shares; 2024Q4: 21,528 shares; 2025Q1: 20,928 shares; 2025Q2: 20,928 shares; 2025Q3: 20,458 shares; 2025Q4: 21,423 shares 21,423 $3.44M 0.1% +965 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,480 shares; 2024Q4: 38,480 shares; 2025Q1: 38,480 shares; 2025Q2: 38,480 shares; 2025Q3: 38,480 shares; 2025Q4: 38,480 shares 38,480 $3.44M 0.1% 0 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: 10,866 shares; 2024Q4: 10,816 shares; 2025Q1: 10,816 shares; 2025Q2: 10,816 shares; 2025Q3: 10,606 shares; 2025Q4: 10,466 shares 10,466 $3.39M 0.1% -140 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,000 shares; 2024Q4: 37,000 shares; 2025Q1: 37,000 shares; 2025Q2: 37,000 shares; 2025Q3: 37,000 shares; 2025Q4: 37,000 shares 37,000 $3.38M 0.1% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,724 shares; 2024Q4: 9,724 shares; 2025Q1: 9,694 shares; 2025Q2: 10,329 shares; 2025Q3: 10,409 shares; 2025Q4: 10,779 shares 10,779 $3.37M 0.1% +370 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: 10,172 shares; 2024Q4: 10,172 shares; 2025Q1: 10,197 shares; 2025Q2: 10,197 shares; 2025Q3: 10,247 shares; 2025Q4: 10,247 shares 10,247 $3.35M 0.1% 0 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,696 shares; 2024Q4: 13,596 shares; 2025Q1: 17,325 shares; 2025Q2: 17,735 shares; 2025Q3: 20,553 shares; 2025Q4: 20,093 shares 20,093 $3.34M 0.1% -460 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: 1,629 shares; 2024Q4: 1,634 shares; 2025Q1: 1,634 shares; 2025Q2: 1,634 shares; 2025Q3: 1,649 shares; 2025Q4: 1,644 shares 1,644 $3.31M 0.1% -5 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: 4,391 shares; 2024Q4: 4,391 shares; 2025Q1: 4,391 shares; 2025Q2: 4,796 shares; 2025Q3: 4,796 shares; 2025Q4: 4,796 shares 4,796 $3.28M 0.1% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,948 shares; 2024Q4: 5,948 shares; 2025Q1: 5,989 shares; 2025Q2: 6,083 shares; 2025Q3: 6,163 shares; 2025Q4: 6,283 shares 6,283 $3.28M 0.1% +120 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,880 shares; 2024Q4: 24,920 shares; 2025Q1: 18,230 shares; 2025Q2: 18,380 shares; 2025Q3: 18,350 shares; 2025Q4: 18,415 shares 18,415 $3.27M 0.1% +65 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,512 shares; 2024Q4: 14,512 shares; 2025Q1: 14,512 shares; 2025Q2: 14,512 shares; 2025Q3: 14,512 shares; 2025Q4: 14,512 shares 14,512 $3.24M 0.1% 0 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,632 shares; 2024Q4: 21,682 shares; 2025Q1: 23,977 shares; 2025Q2: 25,797 shares; 2025Q3: 27,471 shares; 2025Q4: 24,871 shares 24,871 $3.24M 0.1% -2,600 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,393 shares; 2024Q4: 76,963 shares; 2025Q1: 79,233 shares; 2025Q2: 79,233 shares; 2025Q3: 82,888 shares; 2025Q4: 84,138 shares 84,138 $3.23M 0.1% +1,250 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,013 shares; 2024Q4: 9,013 shares; 2025Q1: 9,013 shares; 2025Q2: 9,013 shares; 2025Q3: 9,083 shares; 2025Q4: 9,163 shares 9,163 $3.22M 0.1% +80 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,426 shares; 2024Q4: 33,796 shares; 2025Q1: 33,261 shares; 2025Q2: 33,803 shares; 2025Q3: 34,568 shares; 2025Q4: 36,263 shares 36,263 $3.21M 0.1% +1,695 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,640 shares; 2024Q4: 50,848 shares; 2025Q1: 49,343 shares; 2025Q2: 39,503 shares; 2025Q3: 32,178 shares; 2025Q4: 32,178 shares 32,178 $3.19M 0.1% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,350 shares; 2024Q4: 9,295 shares; 2025Q1: 9,440 shares; 2025Q2: 9,440 shares; 2025Q3: 9,440 shares; 2025Q4: 9,315 shares 9,315 $3.14M 0.1% -125 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,492 shares; 2024Q4: 26,492 shares; 2025Q1: 27,688 shares; 2025Q2: 28,588 shares; 2025Q3: 30,378 shares; 2025Q4: 32,089 shares 32,089 $3.12M 0.09% +1,711 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: 45,238 shares; 2024Q4: 57,968 shares; 2025Q1: 60,683 shares; 2025Q2: 42,569 shares; 2025Q3: 48,377 shares; 2025Q4: 49,827 shares 49,827 $3.11M 0.09% +1,450 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,073 shares; 2024Q4: 36,643 shares; 2025Q1: 36,073 shares; 2025Q2: 36,803 shares; 2025Q3: 36,553 shares; 2025Q4: 36,553 shares 36,553 $3.11M 0.09% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,930 shares; 2024Q4: 4,930 shares; 2025Q1: 4,951 shares; 2025Q2: 5,206 shares; 2025Q3: 5,231 shares; 2025Q4: 5,346 shares 5,346 $3.03M 0.09% +115 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,758 shares; 2024Q4: 9,758 shares; 2025Q1: 10,253 shares; 2025Q2: 10,865 shares; 2025Q3: 15,702 shares; 2025Q4: 16,603 shares 16,603 $3.01M 0.09% +901 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,271 shares; 2024Q4: 30,970 shares; 2025Q1: 31,470 shares; 2025Q2: 31,013 shares; 2025Q3: 33,743 shares; 2025Q4: 33,903 shares 33,903 $2.96M 0.09% +160 Timeline USAR USA RARE EARTH INC More: the full row for USA RARE EARTH 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: 241,800 shares 241,800 $2.88M 0.09% new 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: 20,231 shares; 2024Q4: 19,486 shares; 2025Q1: 18,990 shares; 2025Q2: 18,990 shares; 2025Q3: 19,325 shares; 2025Q4: 19,950 shares 19,950 $2.86M 0.09% +625 Timeline IWC 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: 13,265 shares; 2024Q4: 13,105 shares; 2025Q1: 17,647 shares; 2025Q2: 14,629 shares; 2025Q3: 15,229 shares; 2025Q4: 18,049 shares 18,049 $2.85M 0.09% +2,820 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,535 shares; 2024Q4: 3,535 shares; 2025Q1: 4,452 shares; 2025Q2: 4,814 shares; 2025Q3: 5,931 shares; 2025Q4: 7,046 shares 7,046 $2.84M 0.09% +1,115 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,159 shares; 2024Q4: 34,384 shares; 2025Q1: 35,037 shares; 2025Q2: 35,229 shares; 2025Q3: 38,202 shares; 2025Q4: 43,256 shares 43,256 $2.84M 0.09% +5,054 Timeline ONLN 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: 46,310 shares; 2024Q4: 46,310 shares; 2025Q1: 46,310 shares; 2025Q2: 46,310 shares; 2025Q3: 46,310 shares; 2025Q4: 46,310 shares 46,310 $2.74M 0.08% 0 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,842 shares; 2024Q4: 14,882 shares; 2025Q1: 11,922 shares; 2025Q2: 12,952 shares; 2025Q3: 13,002 shares; 2025Q4: 12,952 shares 12,952 $2.67M 0.08% -50 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,695 shares; 2024Q4: 6,745 shares; 2025Q1: 6,835 shares; 2025Q2: 6,835 shares; 2025Q3: 6,950 shares; 2025Q4: 6,835 shares 6,835 $2.66M 0.08% -115 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,727 shares; 2024Q4: 11,727 shares; 2025Q1: 11,727 shares; 2025Q2: 16,627 shares; 2025Q3: 28,902 shares; 2025Q4: 26,752 shares 26,752 $2.66M 0.08% -2,150 Timeline METC RAMACO RES INC More: the full row for RAMACO RES 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: 17,488 shares; 2025Q2: not reported; 2025Q3: 32,988 shares; 2025Q4: 142,488 shares 142,488 $2.56M 0.08% +109,500 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: 10,522 shares; 2024Q4: 10,522 shares; 2025Q1: 10,522 shares; 2025Q2: 10,522 shares; 2025Q3: 10,522 shares; 2025Q4: 10,522 shares 10,522 $2.56M 0.08% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,800 shares; 2024Q4: 24,890 shares; 2025Q1: 25,499 shares; 2025Q2: 24,715 shares; 2025Q3: 25,115 shares; 2025Q4: 25,115 shares 25,115 $2.51M 0.08% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,472 shares; 2024Q4: 4,551 shares; 2025Q1: 4,581 shares; 2025Q2: 4,324 shares; 2025Q3: 9,319 shares; 2025Q4: 9,339 shares 9,339 $2.47M 0.07% +20 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: 15,269 shares; 2024Q4: 15,455 shares; 2025Q1: 15,330 shares; 2025Q2: 15,213 shares; 2025Q3: 15,213 shares; 2025Q4: 15,213 shares 15,213 $2.44M 0.07% 0 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: 30,014 shares; 2024Q4: 29,734 shares; 2025Q1: 29,234 shares; 2025Q2: 29,974 shares; 2025Q3: 29,104 shares; 2025Q4: 30,514 shares 30,514 $2.41M 0.07% +1,410 Timeline GLNG GOLAR LNG LTD More: the full row for GOLAR LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,300 shares; 2024Q4: 8,300 shares; 2025Q1: 75,450 shares; 2025Q2: 75,925 shares; 2025Q3: 86,700 shares; 2025Q4: 64,141 shares 64,141 $2.39M 0.07% -22,559 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: 2,871 shares; 2024Q4: 2,891 shares; 2025Q1: 2,891 shares; 2025Q2: 2,891 shares; 2025Q3: 2,941 shares; 2025Q4: 2,888 shares 2,888 $2.37M 0.07% -53 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: 7,446 shares; 2024Q4: 7,446 shares; 2025Q1: 7,446 shares; 2025Q2: 7,446 shares; 2025Q3: 7,641 shares; 2025Q4: 7,991 shares 7,991 $2.37M 0.07% +350 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,448 shares; 2024Q4: 11,478 shares; 2025Q1: 11,478 shares; 2025Q2: 11,615 shares; 2025Q3: 11,365 shares; 2025Q4: 11,817 shares 11,817 $2.33M 0.07% +452 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: 29,410 shares; 2024Q4: 88,228 shares; 2025Q1: 88,351 shares; 2025Q2: 88,351 shares; 2025Q3: 88,351 shares; 2025Q4: 88,351 shares 88,351 $2.32M 0.07% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,762 shares; 2024Q4: 14,772 shares; 2025Q1: 13,422 shares; 2025Q2: 13,422 shares; 2025Q3: 13,422 shares; 2025Q4: 13,502 shares 13,502 $2.31M 0.07% +80 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: 12,294 shares; 2024Q4: 12,549 shares; 2025Q1: 14,322 shares; 2025Q2: 14,984 shares; 2025Q3: 16,593 shares; 2025Q4: 13,029 shares 13,029 $2.29M 0.07% -3,564 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: 178,364 shares; 2024Q4: 176,914 shares; 2025Q1: 179,966 shares; 2025Q2: 35,966 shares; 2025Q3: 42,816 shares; 2025Q4: 44,201 shares 44,201 $2.24M 0.07% +1,385 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: 3,519 shares; 2024Q4: 3,664 shares; 2025Q1: 4,112 shares; 2025Q2: 3,719 shares; 2025Q3: 3,846 shares; 2025Q4: 3,896 shares 3,896 $2.23M 0.07% +50 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,966 shares; 2024Q4: 24,966 shares; 2025Q1: 25,166 shares; 2025Q2: 25,166 shares; 2025Q3: 25,166 shares; 2025Q4: 25,166 shares 25,166 $2.22M 0.07% 0 Timeline BCSF BAIN CAP SPECIALTY FIN INC More: the full row for BAIN CAP SPECIALTY FIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,127 shares; 2024Q4: 147,437 shares; 2025Q1: 160,747 shares; 2025Q2: 146,832 shares; 2025Q3: 151,725 shares; 2025Q4: 159,472 shares 159,472 $2.22M 0.07% +7,747 Timeline REMX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,000 shares 30,000 $2.22M 0.07% new Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,612 shares; 2024Q4: 10,612 shares; 2025Q1: 10,612 shares; 2025Q2: 10,612 shares; 2025Q3: 10,612 shares; 2025Q4: 10,612 shares 10,612 $2.22M 0.07% 0 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: 13,928 shares; 2024Q4: 2,871 shares; 2025Q1: 22,914 shares; 2025Q2: 2,494 shares; 2025Q3: 15,031 shares; 2025Q4: 23,550 shares 23,550 $2.2M 0.07% +8,519 Timeline DGS 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: 50,058 shares; 2024Q4: 50,058 shares; 2025Q1: 38,283 shares; 2025Q2: 38,283 shares; 2025Q3: 38,283 shares; 2025Q4: 38,284 shares 38,284 $2.19M 0.07% +1 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: 8,298 shares; 2024Q4: 8,298 shares; 2025Q1: 8,298 shares; 2025Q2: 8,333 shares; 2025Q3: 8,428 shares; 2025Q4: 8,453 shares 8,453 $2.17M 0.07% +25 Timeline IBB 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: 16,447 shares; 2024Q4: 16,032 shares; 2025Q1: 16,032 shares; 2025Q2: 12,840 shares; 2025Q3: 12,840 shares; 2025Q4: 12,840 shares 12,840 $2.17M 0.07% 0 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,300 shares; 2024Q4: 8,300 shares; 2025Q1: 8,300 shares; 2025Q2: 8,300 shares; 2025Q3: 8,330 shares; 2025Q4: 8,420 shares 8,420 $2.16M 0.07% +90 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: 11,009 shares; 2024Q4: 11,214 shares; 2025Q1: 11,194 shares; 2025Q2: 11,194 shares; 2025Q3: 11,394 shares; 2025Q4: 11,749 shares 11,749 $2.15M 0.07% +355 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,600 shares; 2024Q4: 61,600 shares; 2025Q1: 74,000 shares; 2025Q2: 72,550 shares; 2025Q3: 66,950 shares; 2025Q4: 62,400 shares 62,400 $2.15M 0.07% -4,550 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 843 shares; 2024Q4: 843 shares; 2025Q1: not reported; 2025Q2: 2,468 shares; 2025Q3: 7,833 shares; 2025Q4: 8,683 shares 8,683 $2.14M 0.06% +850 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: 19,014 shares; 2024Q4: 19,014 shares; 2025Q1: 19,014 shares; 2025Q2: 19,014 shares; 2025Q3: 19,008 shares; 2025Q4: 19,008 shares 19,008 $2.13M 0.06% 0 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,625 shares; 2024Q4: 13,625 shares; 2025Q1: 13,625 shares; 2025Q2: 13,625 shares; 2025Q3: 13,225 shares; 2025Q4: 13,225 shares 13,225 $2.13M 0.06% 0 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,991 shares; 2024Q4: 16,991 shares; 2025Q1: 16,991 shares; 2025Q2: 16,991 shares; 2025Q3: 16,991 shares; 2025Q4: 16,991 shares 16,991 $2.12M 0.06% 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: 5,535 shares; 2024Q4: 5,567 shares; 2025Q1: 5,676 shares; 2025Q2: 6,280 shares; 2025Q3: 6,284 shares; 2025Q4: 6,287 shares 6,287 $2.11M 0.06% +3 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,076 shares; 2024Q4: 76,207 shares; 2025Q1: 43,512 shares; 2025Q2: 47,193 shares; 2025Q3: 47,949 shares; 2025Q4: 48,506 shares 48,506 $2.1M 0.06% +557 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: 28,135 shares; 2024Q4: 28,135 shares; 2025Q1: 28,135 shares; 2025Q2: 28,135 shares; 2025Q3: 28,135 shares; 2025Q4: 28,135 shares 28,135 $2.07M 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: 2,190 shares; 2024Q4: 2,140 shares; 2025Q1: 2,517 shares; 2025Q2: 6,587 shares; 2025Q3: 3,472 shares; 2025Q4: 6,200 shares 6,200 $2.05M 0.06% +2,728 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,520 shares; 2024Q4: 8,520 shares; 2025Q1: 7,965 shares; 2025Q2: 7,965 shares; 2025Q3: 10,275 shares; 2025Q4: 10,475 shares 10,475 $2.05M 0.06% +200 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: 3,943 shares; 2024Q4: 3,943 shares; 2025Q1: 3,944 shares; 2025Q2: 3,944 shares; 2025Q3: 3,944 shares; 2025Q4: 3,944 shares 3,944 $2.01M 0.06% 0 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,743 shares; 2024Q4: 2,743 shares; 2025Q1: 3,118 shares; 2025Q2: 3,118 shares; 2025Q3: 3,418 shares; 2025Q4: 3,609 shares 3,609 $1.99M 0.06% +191 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,510 shares; 2024Q4: 71,890 shares; 2025Q1: 73,340 shares; 2025Q2: 74,540 shares; 2025Q3: 97,470 shares; 2025Q4: 98,550 shares 98,550 $1.99M 0.06% +1,080 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,075 shares; 2024Q4: 156,206 shares; 2025Q1: 173,139 shares; 2025Q2: 160,089 shares; 2025Q3: 156,076 shares; 2025Q4: 146,619 shares 146,619 $1.99M 0.06% -9,457 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,078 shares; 2024Q4: 6,078 shares; 2025Q1: 6,078 shares; 2025Q2: 6,078 shares; 2025Q3: 6,078 shares; 2025Q4: 6,078 shares 6,078 $1.96M 0.06% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,689 shares; 2024Q4: 14,789 shares; 2025Q1: 14,789 shares; 2025Q2: 14,789 shares; 2025Q3: 14,789 shares; 2025Q4: 14,789 shares 14,789 $1.96M 0.06% 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: 539 shares; 2024Q4: 579 shares; 2025Q1: 1,052 shares; 2025Q2: 912 shares; 2025Q3: 1,491 shares; 2025Q4: 2,959 shares 2,959 $1.95M 0.06% +1,468 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,370 shares; 2024Q4: 4,234 shares; 2025Q1: 4,470 shares; 2025Q2: 11,533 shares; 2025Q3: not reported; 2025Q4: 9,363 shares 9,363 $1.95M 0.06% new 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: 4,208 shares; 2024Q4: 4,093 shares; 2025Q1: 4,093 shares; 2025Q2: 3,968 shares; 2025Q3: 4,088 shares; 2025Q4: 4,269 shares 4,269 $1.94M 0.06% +181 Timeline FBT 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: 9,300 shares; 2024Q4: 9,300 shares; 2025Q1: 9,300 shares; 2025Q2: 9,300 shares; 2025Q3: 9,300 shares; 2025Q4: 9,300 shares 9,300 $1.92M 0.06% 0 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: 4,155 shares; 2024Q4: 4,385 shares; 2025Q1: 11,805 shares; 2025Q2: 11,775 shares; 2025Q3: 11,775 shares; 2025Q4: 11,775 shares 11,775 $1.91M 0.06% 0 Timeline AIA 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: 19,250 shares; 2024Q4: 19,250 shares; 2025Q1: 19,110 shares; 2025Q2: 18,630 shares; 2025Q3: 18,630 shares; 2025Q4: 18,630 shares 18,630 $1.82M 0.06% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,756 shares; 2024Q4: 12,764 shares; 2025Q1: 12,813 shares; 2025Q2: 12,868 shares; 2025Q3: 12,805 shares; 2025Q4: 12,823 shares 12,823 $1.81M 0.05% +18 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: 2,449 shares; 2024Q4: 2,409 shares; 2025Q1: 2,168 shares; 2025Q2: 2,118 shares; 2025Q3: 2,123 shares; 2025Q4: 6,294 shares 6,294 $1.81M 0.05% +4,171 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,390 shares; 2024Q4: 3,505 shares; 2025Q1: 3,505 shares; 2025Q2: 3,505 shares; 2025Q3: 3,505 shares; 2025Q4: 3,505 shares 3,505 $1.79M 0.05% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,922 shares; 2024Q4: 5,959 shares; 2025Q1: 6,014 shares; 2025Q2: 6,094 shares; 2025Q3: 6,095 shares; 2025Q4: 6,665 shares 6,665 $1.79M 0.05% +570 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS 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: 35,000 shares 35,000 $1.77M 0.05% new Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,820 shares; 2024Q4: 13,431 shares; 2025Q1: 14,781 shares; 2025Q2: 14,525 shares; 2025Q3: 14,545 shares; 2025Q4: 19,895 shares 19,895 $1.77M 0.05% +5,350 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,000 shares; 2024Q4: 48,000 shares; 2025Q1: 48,000 shares; 2025Q2: 48,000 shares; 2025Q3: 48,000 shares; 2025Q4: 48,000 shares 48,000 $1.76M 0.05% 0 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: 28,950 shares; 2024Q4: 27,250 shares; 2025Q1: 26,750 shares; 2025Q2: 26,750 shares; 2025Q3: 26,750 shares; 2025Q4: 26,750 shares 26,750 $1.72M 0.05% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO 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: 4,605 shares; 2025Q2: 4,605 shares; 2025Q3: 4,960 shares; 2025Q4: 9,460 shares 9,460 $1.72M 0.05% +4,500 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,829 shares; 2024Q4: 32,829 shares; 2025Q1: 32,829 shares; 2025Q2: 32,829 shares; 2025Q3: 32,829 shares; 2025Q4: 32,829 shares 32,829 $1.71M 0.05% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,136 shares; 2024Q4: 6,136 shares; 2025Q1: 6,136 shares; 2025Q2: 6,136 shares; 2025Q3: 6,136 shares; 2025Q4: 6,136 shares 6,136 $1.68M 0.05% 0 Timeline QQQJ 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: not reported; 2024Q4: 15,190 shares; 2025Q1: 37,440 shares; 2025Q2: 39,090 shares; 2025Q3: 45,015 shares; 2025Q4: 45,340 shares 45,340 $1.67M 0.05% +325 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: 6,922 shares; 2024Q4: 7,847 shares; 2025Q1: 8,457 shares; 2025Q2: 7,395 shares; 2025Q3: 8,806 shares; 2025Q4: 6,370 shares 6,370 $1.65M 0.05% -2,436 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: 10,973 shares; 2024Q4: 11,068 shares; 2025Q1: 11,793 shares; 2025Q2: 10,810 shares; 2025Q3: 13,435 shares; 2025Q4: 14,060 shares 14,060 $1.62M 0.05% +625 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,838 shares; 2024Q4: 11,418 shares; 2025Q1: 12,488 shares; 2025Q2: 12,488 shares; 2025Q3: 12,413 shares; 2025Q4: 12,413 shares 12,413 $1.61M 0.05% 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: 12,635 shares; 2024Q4: 12,635 shares; 2025Q1: 12,635 shares; 2025Q2: 12,715 shares; 2025Q3: 12,775 shares; 2025Q4: 12,855 shares 12,855 $1.61M 0.05% +80 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: 2,321 shares; 2024Q4: 2,341 shares; 2025Q1: 2,341 shares; 2025Q2: 2,261 shares; 2025Q3: 2,177 shares; 2025Q4: 10,310 shares 10,310 $1.58M 0.05% +8,133 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,229 shares; 2024Q4: 30,379 shares; 2025Q1: 30,479 shares; 2025Q2: 29,304 shares; 2025Q3: 29,304 shares; 2025Q4: 28,004 shares 28,004 $1.58M 0.05% -1,300 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: 19,630 shares; 2024Q4: 19,530 shares; 2025Q1: 20,821 shares; 2025Q2: 22,185 shares; 2025Q3: 24,085 shares; 2025Q4: 20,290 shares 20,290 $1.57M 0.05% -3,795 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,135 shares; 2024Q4: 49,835 shares; 2025Q1: 51,710 shares; 2025Q2: 32,345 shares; 2025Q3: 29,625 shares; 2025Q4: 29,275 shares 29,275 $1.57M 0.05% -350 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,305 shares; 2024Q4: 15,305 shares; 2025Q1: 15,455 shares; 2025Q2: 14,855 shares; 2025Q3: 14,855 shares; 2025Q4: 14,855 shares 14,855 $1.56M 0.05% 0 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,000 shares; 2024Q4: 50,000 shares; 2025Q1: 50,000 shares; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares; 2025Q4: 50,000 shares 50,000 $1.53M 0.05% 0 Timeline EMXC 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: 20,150 shares; 2025Q2: 20,150 shares; 2025Q3: 20,900 shares; 2025Q4: 20,900 shares 20,900 $1.52M 0.05% 0 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: 1,934 shares; 2024Q4: 1,934 shares; 2025Q1: 1,934 shares; 2025Q2: 1,924 shares; 2025Q3: 1,924 shares; 2025Q4: 1,924 shares 1,924 $1.49M 0.05% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,697 shares; 2024Q4: 56,090 shares; 2025Q1: 53,900 shares; 2025Q2: 53,900 shares; 2025Q3: 54,655 shares; 2025Q4: 54,719 shares 54,719 $1.47M 0.04% +64 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: 15,515 shares; 2024Q4: 15,517 shares; 2025Q1: 15,517 shares; 2025Q2: 15,079 shares; 2025Q3: 15,079 shares; 2025Q4: 15,075 shares 15,075 $1.45M 0.04% -4 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,600 shares; 2024Q4: 11,600 shares; 2025Q1: 11,600 shares; 2025Q2: 11,600 shares; 2025Q3: 11,600 shares; 2025Q4: 11,600 shares 11,600 $1.43M 0.04% 0 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD 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: 680 shares; 2025Q4: 687 shares 687 $1.43M 0.04% +7 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,160 shares; 2024Q4: 50,960 shares; 2025Q1: 54,600 shares; 2025Q2: 14,600 shares; 2025Q3: 26,190 shares; 2025Q4: 28,200 shares 28,200 $1.41M 0.04% +2,010 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,320 shares; 2024Q4: 7,320 shares; 2025Q1: 7,320 shares; 2025Q2: 7,270 shares; 2025Q3: 7,190 shares; 2025Q4: 7,190 shares 7,190 $1.4M 0.04% 0 Timeline HI HILLENBRAND INC More: the full row for HILLENBRAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,092 shares; 2024Q4: 43,092 shares; 2025Q1: 43,092 shares; 2025Q2: 43,092 shares; 2025Q3: 43,092 shares; 2025Q4: 43,092 shares 43,092 $1.37M 0.04% 0 Timeline PNQI 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: 25,150 shares; 2024Q4: 25,150 shares; 2025Q1: 25,150 shares; 2025Q2: 25,150 shares; 2025Q3: 25,150 shares; 2025Q4: 25,150 shares 25,150 $1.36M 0.04% 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: 3,123 shares; 2024Q4: 3,348 shares; 2025Q1: 3,348 shares; 2025Q2: 3,348 shares; 2025Q3: 3,523 shares; 2025Q4: 3,648 shares 3,648 $1.35M 0.04% +125 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL 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: 23,975 shares; 2025Q4: 23,000 shares 23,000 $1.34M 0.04% -975 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,050 shares; 2024Q4: 33,850 shares; 2025Q1: 49,350 shares; 2025Q2: 49,350 shares; 2025Q3: 49,350 shares; 2025Q4: 49,350 shares 49,350 $1.33M 0.04% 0 Timeline PDD PDD HOLDINGS INC More: the full row for PDD 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: not reported; 2025Q3: 15,363 shares; 2025Q4: 11,728 shares 11,728 $1.33M 0.04% -3,635 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,424 shares; 2024Q4: 5,449 shares; 2025Q1: 5,449 shares; 2025Q2: 5,449 shares; 2025Q3: 5,109 shares; 2025Q4: 5,109 shares 5,109 $1.28M 0.04% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,795 shares; 2024Q4: 4,895 shares; 2025Q1: 4,957 shares; 2025Q2: 4,596 shares; 2025Q3: 4,696 shares; 2025Q4: 5,301 shares 5,301 $1.28M 0.04% +605 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: 12,685 shares; 2024Q4: 12,735 shares; 2025Q1: 14,244 shares; 2025Q2: 16,194 shares; 2025Q3: 14,695 shares; 2025Q4: 12,650 shares 12,650 $1.28M 0.04% -2,045 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON 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: not reported; 2025Q4: 30,175 shares 30,175 $1.26M 0.04% new Timeline DFUS 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: 16,708 shares; 2024Q4: 16,708 shares; 2025Q1: 16,675 shares; 2025Q2: 16,675 shares; 2025Q3: 16,575 shares; 2025Q4: 16,575 shares 16,575 $1.23M 0.04% 0 Timeline RHP RYMAN HOSPITALITY PPTYS INC More: the full row for RYMAN HOSPITALITY PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,825 shares; 2024Q4: 6,825 shares; 2025Q1: 6,800 shares; 2025Q2: 6,950 shares; 2025Q3: 12,790 shares; 2025Q4: 12,790 shares 12,790 $1.21M 0.04% 0 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,903 shares; 2024Q4: 34,903 shares; 2025Q1: 34,897 shares; 2025Q2: 34,897 shares; 2025Q3: 34,897 shares; 2025Q4: 34,635 shares 34,635 $1.2M 0.04% -262 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: 1,943 shares; 2024Q4: 1,943 shares; 2025Q1: 2,468 shares; 2025Q2: 2,388 shares; 2025Q3: 2,377 shares; 2025Q4: 2,419 shares 2,419 $1.17M 0.04% +42 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,545 shares; 2024Q4: 5,714 shares; 2025Q1: 5,731 shares; 2025Q2: 5,789 shares; 2025Q3: 6,002 shares; 2025Q4: 6,265 shares 6,265 $1.16M 0.04% +263 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN 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: 4,225 shares; 2025Q3: 5,725 shares; 2025Q4: 8,025 shares 8,025 $1.14M 0.03% +2,300 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,582 shares; 2024Q4: 22,697 shares; 2025Q1: 15,597 shares; 2025Q2: 15,067 shares; 2025Q3: 15,367 shares; 2025Q4: 15,367 shares 15,367 $1.14M 0.03% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,040 shares; 2024Q4: 9,125 shares; 2025Q1: 9,125 shares; 2025Q2: 8,950 shares; 2025Q3: 8,950 shares; 2025Q4: 8,700 shares 8,700 $1.14M 0.03% -250 Timeline FTSM 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: 59,540 shares; 2024Q4: 56,840 shares; 2025Q1: 56,315 shares; 2025Q2: 23,225 shares; 2025Q3: 20,225 shares; 2025Q4: 18,885 shares 18,885 $1.13M 0.03% -1,340 Timeline OBK ORIGIN BANCORP INC More: the full row for ORIGIN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares 30,000 $1.13M 0.03% 0 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: 1,808 shares; 2024Q4: 1,808 shares; 2025Q1: 1,808 shares; 2025Q2: 2,208 shares; 2025Q3: 2,238 shares; 2025Q4: 2,378 shares 2,378 $1.13M 0.03% +140 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,525 shares; 2024Q4: 8,525 shares; 2025Q1: 20,455 shares; 2025Q2: 13,130 shares; 2025Q3: 12,395 shares; 2025Q4: 12,345 shares 12,345 $1.12M 0.03% -50 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: 4,925 shares; 2024Q4: 4,925 shares; 2025Q1: 5,155 shares; 2025Q2: 5,155 shares; 2025Q3: 5,155 shares; 2025Q4: 13,505 shares 13,505 $1.12M 0.03% +8,350 Timeline GTLS CHART INDS INC More: the full row for CHART INDS 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: 8,600 shares; 2025Q2: 5,400 shares; 2025Q3: 5,400 shares; 2025Q4: 5,400 shares 5,400 $1.11M 0.03% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,158 shares; 2024Q4: 16,558 shares; 2025Q1: 16,558 shares; 2025Q2: 16,558 shares; 2025Q3: 15,123 shares; 2025Q4: 15,123 shares 15,123 $1.11M 0.03% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,826 shares; 2024Q4: 33,221 shares; 2025Q1: 23,041 shares; 2025Q2: 23,691 shares; 2025Q3: 22,496 shares; 2025Q4: 21,649 shares 21,649 $1.1M 0.03% -847 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,483 shares; 2024Q4: 13,877 shares; 2025Q1: 15,436 shares; 2025Q2: 15,567 shares; 2025Q3: 15,988 shares; 2025Q4: 16,625 shares 16,625 $1.1M 0.03% +637 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,550 shares; 2025Q4: 4,190 shares 4,190 $1.06M 0.03% +2,640 Timeline EWG 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: 28,185 shares; 2024Q4: 24,685 shares; 2025Q1: 24,685 shares; 2025Q2: 24,685 shares; 2025Q3: 24,685 shares; 2025Q4: 24,685 shares 24,685 $1.05M 0.03% 0 Timeline FLIN FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,255 shares; 2025Q1: 25,970 shares; 2025Q2: 26,070 shares; 2025Q3: 26,225 shares; 2025Q4: 27,076 shares 27,076 $1.04M 0.03% +851 Timeline IHE 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: 13,430 shares; 2024Q4: 13,430 shares; 2025Q1: 12,930 shares; 2025Q2: 12,675 shares; 2025Q3: 12,225 shares; 2025Q4: 12,225 shares 12,225 $1.04M 0.03% 0 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: 15,504 shares; 2024Q4: 15,504 shares; 2025Q1: 15,504 shares; 2025Q2: 15,504 shares; 2025Q3: 15,504 shares; 2025Q4: 15,404 shares 15,404 $1.03M 0.03% -100 Timeline CNX CNX RES CORP More: the full row for CNX RES 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: 28,000 shares; 2025Q2: 28,000 shares; 2025Q3: 28,000 shares; 2025Q4: 28,000 shares 28,000 $1.03M 0.03% 0 Timeline FDM 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: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,740 shares; 2025Q4: 12,740 shares 12,740 $1.01M 0.03% +2,000 Timeline EPU 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: 13,990 shares; 2024Q4: 13,990 shares; 2025Q1: 13,990 shares; 2025Q2: 13,990 shares; 2025Q3: 13,990 shares; 2025Q4: 13,990 shares 13,990 $1.01M 0.03% 0 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: 4,400 shares; 2024Q4: 4,775 shares; 2025Q1: 4,775 shares; 2025Q2: 4,625 shares; 2025Q3: 4,570 shares; 2025Q4: 4,345 shares 4,345 $1.01M 0.03% -225 Timeline AFK 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,450 shares 37,450 $1M 0.03% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,259 shares; 2024Q4: 16,259 shares; 2025Q1: 18,259 shares; 2025Q2: 18,259 shares; 2025Q3: 18,259 shares; 2025Q4: 18,259 shares 18,259 $999K 0.03% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,189 shares; 2024Q4: 5,189 shares; 2025Q1: 3,409 shares; 2025Q2: 3,409 shares; 2025Q3: 3,090 shares; 2025Q4: 3,115 shares 3,115 $992K 0.03% +25 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,750 shares; 2024Q4: 11,180 shares; 2025Q1: 11,180 shares; 2025Q2: 10,675 shares; 2025Q3: 12,225 shares; 2025Q4: 11,675 shares 11,675 $979K 0.03% -550 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,360 shares; 2024Q4: 4,360 shares; 2025Q1: 4,360 shares; 2025Q2: 4,360 shares; 2025Q3: 3,450 shares; 2025Q4: 3,450 shares 3,450 $950K 0.03% 0 Timeline EIRL 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: 12,900 shares; 2024Q4: 12,900 shares; 2025Q1: 12,900 shares; 2025Q2: 12,900 shares; 2025Q3: 12,900 shares; 2025Q4: 12,900 shares 12,900 $948K 0.03% 0 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,585 shares; 2025Q2: 3,440 shares; 2025Q3: 3,863 shares; 2025Q4: 6,533 shares 6,533 $946K 0.03% +2,670 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,753 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,007 shares; 2025Q4: 9,561 shares 9,561 $945K 0.03% +1,554 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: not reported; 2025Q1: 42,060 shares; 2025Q2: 27,635 shares; 2025Q3: 27,360 shares; 2025Q4: 27,360 shares 27,360 $943K 0.03% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,609 shares; 2024Q4: 8,139 shares; 2025Q1: 8,139 shares; 2025Q2: 8,789 shares; 2025Q3: 8,789 shares; 2025Q4: 8,789 shares 8,789 $938K 0.03% 0 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,469 shares; 2024Q4: 1,469 shares; 2025Q1: 1,439 shares; 2025Q2: 1,439 shares; 2025Q3: 1,489 shares; 2025Q4: 1,489 shares 1,489 $927K 0.03% 0 Timeline ICSH 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: 51,525 shares; 2024Q4: 51,525 shares; 2025Q1: 51,400 shares; 2025Q2: 11,400 shares; 2025Q3: 17,850 shares; 2025Q4: 17,850 shares 17,850 $903K 0.03% 0 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: 13,478 shares; 2024Q4: 14,090 shares; 2025Q1: 9,990 shares; 2025Q2: 9,990 shares; 2025Q3: 9,330 shares; 2025Q4: 9,800 shares 9,800 $901K 0.03% +470 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,620 shares; 2024Q4: 11,920 shares; 2025Q1: 12,435 shares; 2025Q2: 17,295 shares; 2025Q3: 18,045 shares; 2025Q4: 18,645 shares 18,645 $895K 0.03% +600 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,606 shares; 2024Q4: 14,611 shares; 2025Q1: 14,016 shares; 2025Q2: 14,021 shares; 2025Q3: 14,026 shares; 2025Q4: 13,806 shares 13,806 $889K 0.03% -220 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,240 shares; 2024Q4: 7,225 shares; 2025Q1: 7,225 shares; 2025Q2: 7,225 shares; 2025Q3: 7,225 shares; 2025Q4: 7,225 shares 7,225 $881K 0.03% 0 Timeline AIQ 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: 17,230 shares; 2024Q4: 17,230 shares; 2025Q1: 18,230 shares; 2025Q2: 18,030 shares; 2025Q3: 17,300 shares; 2025Q4: 17,300 shares 17,300 $880K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,925 shares; 2025Q3: 27,630 shares; 2025Q4: 33,221 shares 33,221 $875K 0.03% +5,591 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,000 shares; 2024Q4: 9,000 shares; 2025Q1: 9,000 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares; 2025Q4: 9,000 shares 9,000 $871K 0.03% 0 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,750 shares; 2024Q4: 9,630 shares; 2025Q1: 9,470 shares; 2025Q2: 9,535 shares; 2025Q3: 9,620 shares; 2025Q4: 12,855 shares 12,855 $870K 0.03% +3,235 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,540 shares; 2024Q4: 30,039 shares; 2025Q1: 30,039 shares; 2025Q2: 30,039 shares; 2025Q3: 30,039 shares; 2025Q4: 30,039 shares 30,039 $866K 0.03% 0 Timeline SPTM 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: 10,446 shares; 2024Q4: 10,446 shares; 2025Q1: 10,446 shares; 2025Q2: 10,446 shares; 2025Q3: 10,446 shares; 2025Q4: 10,446 shares 10,446 $862K 0.03% 0 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: 11,537 shares; 2024Q4: 11,537 shares; 2025Q1: 10,600 shares; 2025Q2: 10,600 shares; 2025Q3: 10,600 shares; 2025Q4: 10,600 shares 10,600 $860K 0.03% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,075 shares; 2024Q4: 10,075 shares; 2025Q1: 10,075 shares; 2025Q2: 10,075 shares; 2025Q3: 10,075 shares; 2025Q4: 20,150 shares 20,150 $860K 0.03% +10,075 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,171 shares; 2024Q4: 72,171 shares; 2025Q1: 72,171 shares; 2025Q2: 72,171 shares; 2025Q3: 72,171 shares; 2025Q4: 72,171 shares 72,171 $843K 0.03% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,071 shares; 2024Q4: 3,071 shares; 2025Q1: 3,071 shares; 2025Q2: 3,071 shares; 2025Q3: 3,071 shares; 2025Q4: 3,071 shares 3,071 $833K 0.03% 0 Timeline SMIN 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: 7,645 shares; 2025Q2: 7,645 shares; 2025Q3: 7,645 shares; 2025Q4: 11,902 shares 11,902 $832K 0.03% +4,257 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,751 shares; 2024Q4: 7,751 shares; 2025Q1: 7,751 shares; 2025Q2: 7,751 shares; 2025Q3: 7,751 shares; 2025Q4: 7,751 shares 7,751 $830K 0.03% 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: 6,529 shares; 2024Q4: 6,529 shares; 2025Q1: 6,529 shares; 2025Q2: 7,454 shares; 2025Q3: 7,454 shares; 2025Q4: 7,954 shares 7,954 $824K 0.02% +500 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,175 shares; 2024Q4: 8,175 shares; 2025Q1: 8,175 shares; 2025Q2: 8,175 shares; 2025Q3: 8,175 shares; 2025Q4: 8,175 shares 8,175 $820K 0.02% 0 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: 5,795 shares; 2024Q4: 5,795 shares; 2025Q1: 5,795 shares; 2025Q2: 5,795 shares; 2025Q3: 5,795 shares; 2025Q4: 5,795 shares 5,795 $818K 0.02% 0 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,884 shares; 2024Q4: 12,884 shares; 2025Q1: 15,811 shares; 2025Q2: 15,818 shares; 2025Q3: 16,500 shares; 2025Q4: 20,000 shares 20,000 $807K 0.02% +3,500 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,750 shares; 2024Q4: 35,000 shares; 2025Q1: 35,000 shares; 2025Q2: 35,500 shares; 2025Q3: 35,500 shares; 2025Q4: 36,876 shares 36,876 $801K 0.02% +1,376 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD 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: 19,100 shares 19,100 $792K 0.02% new 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: 2,701 shares; 2024Q4: 2,701 shares; 2025Q1: 2,701 shares; 2025Q2: 2,701 shares; 2025Q3: 2,701 shares; 2025Q4: 5,400 shares 5,400 $777K 0.02% +2,699 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,825 shares; 2024Q4: 2,825 shares; 2025Q1: 6,575 shares; 2025Q2: 9,100 shares; 2025Q3: 9,100 shares; 2025Q4: 9,100 shares 9,100 $770K 0.02% 0 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: 15,830 shares; 2024Q4: 14,390 shares; 2025Q1: 14,275 shares; 2025Q2: 15,150 shares; 2025Q3: 15,150 shares; 2025Q4: 15,150 shares 15,150 $769K 0.02% 0 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: not reported; 2024Q4: 10,600 shares; 2025Q1: 12,780 shares; 2025Q2: 22,280 shares; 2025Q3: 52,030 shares; 2025Q4: 61,435 shares 61,435 $764K 0.02% +9,405 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,950 shares; 2024Q4: 149,950 shares; 2025Q1: 149,950 shares; 2025Q2: 149,950 shares; 2025Q3: 149,950 shares; 2025Q4: 149,950 shares 149,950 $750K 0.02% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,240 shares; 2024Q4: 3,370 shares; 2025Q1: 3,370 shares; 2025Q2: 3,370 shares; 2025Q3: 3,460 shares; 2025Q4: 3,540 shares 3,540 $745K 0.02% +80 Timeline SPAB 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: 11,000 shares; 2024Q4: 19,000 shares; 2025Q1: 19,000 shares; 2025Q2: 19,000 shares; 2025Q3: 28,900 shares; 2025Q4: 28,900 shares 28,900 $744K 0.02% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,636 shares; 2024Q4: 9,636 shares; 2025Q1: 9,636 shares; 2025Q2: 8,636 shares; 2025Q3: 9,136 shares; 2025Q4: 9,210 shares 9,210 $727K 0.02% +74 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,700 shares; 2024Q4: 8,700 shares; 2025Q1: 8,200 shares; 2025Q2: 8,200 shares; 2025Q3: 8,200 shares; 2025Q4: 8,200 shares 8,200 $718K 0.02% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,791 shares; 2024Q4: 4,871 shares; 2025Q1: 2,900 shares; 2025Q2: 2,941 shares; 2025Q3: 3,246 shares; 2025Q4: 3,246 shares 3,246 $713K 0.02% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,248 shares; 2024Q4: 12,248 shares; 2025Q1: 12,498 shares; 2025Q2: 14,530 shares; 2025Q3: 14,400 shares; 2025Q4: 14,400 shares 14,400 $709K 0.02% 0 Timeline PFFV 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: 16,268 shares; 2024Q4: 16,268 shares; 2025Q1: 20,043 shares; 2025Q2: 10,843 shares; 2025Q3: 17,363 shares; 2025Q4: 31,834 shares 31,834 $707K 0.02% +14,471 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,365 shares; 2024Q4: 3,365 shares; 2025Q1: 3,365 shares; 2025Q2: 3,365 shares; 2025Q3: 3,365 shares; 2025Q4: 3,365 shares 3,365 $704K 0.02% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,987 shares; 2024Q4: 3,987 shares; 2025Q1: 3,987 shares; 2025Q2: 3,987 shares; 2025Q3: 3,987 shares; 2025Q4: 3,987 shares 3,987 $702K 0.02% 0 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,750 shares; 2024Q4: 13,750 shares; 2025Q1: 13,850 shares; 2025Q2: 13,850 shares; 2025Q3: 13,850 shares; 2025Q4: 14,050 shares 14,050 $701K 0.02% +200 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,938 shares; 2024Q4: 15,163 shares; 2025Q1: 13,063 shares; 2025Q2: 14,938 shares; 2025Q3: 14,897 shares; 2025Q4: 12,942 shares 12,942 $697K 0.02% -1,955 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: 13,791 shares; 2024Q4: 41,418 shares; 2025Q1: 41,461 shares; 2025Q2: 17,503 shares; 2025Q3: 23,460 shares; 2025Q4: 23,504 shares 23,504 $696K 0.02% +44 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,210 shares; 2024Q4: 20,590 shares; 2025Q1: 12,794 shares; 2025Q2: 12,577 shares; 2025Q3: 13,830 shares; 2025Q4: 17,010 shares 17,010 $693K 0.02% +3,180 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,314 shares; 2024Q4: 15,684 shares; 2025Q1: 15,684 shares; 2025Q2: 15,869 shares; 2025Q3: 16,009 shares; 2025Q4: 16,009 shares 16,009 $681K 0.02% 0 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,617 shares; 2024Q4: 3,617 shares; 2025Q1: 3,617 shares; 2025Q2: 3,617 shares; 2025Q3: 3,617 shares; 2025Q4: 3,617 shares 3,617 $668K 0.02% 0 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,195 shares; 2024Q4: 9,195 shares; 2025Q1: 9,195 shares; 2025Q2: 9,195 shares; 2025Q3: 9,195 shares; 2025Q4: 9,195 shares 9,195 $662K 0.02% 0 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,057 shares; 2024Q4: 14,557 shares; 2025Q1: 8,413 shares; 2025Q2: 8,281 shares; 2025Q3: 8,331 shares; 2025Q4: 8,975 shares 8,975 $661K 0.02% +644 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,685 shares; 2025Q1: 14,685 shares; 2025Q2: 14,500 shares; 2025Q3: 14,500 shares; 2025Q4: 14,500 shares 14,500 $644K 0.02% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,666 shares; 2024Q4: 18,941 shares; 2025Q1: 18,741 shares; 2025Q2: 18,441 shares; 2025Q3: 18,441 shares; 2025Q4: 18,441 shares 18,441 $640K 0.02% 0 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,570 shares; 2024Q4: 6,570 shares; 2025Q1: 6,570 shares; 2025Q2: 6,920 shares; 2025Q3: 6,920 shares; 2025Q4: 6,920 shares 6,920 $627K 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: 25,781 shares; 2024Q4: 25,396 shares; 2025Q1: 24,046 shares; 2025Q2: 27,091 shares; 2025Q3: 20,131 shares; 2025Q4: 20,131 shares 20,131 $623K 0.02% 0 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,459 shares; 2024Q4: 7,516 shares; 2025Q1: 7,516 shares; 2025Q2: 7,516 shares; 2025Q3: 7,516 shares; 2025Q4: 7,516 shares 7,516 $616K 0.02% 0 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: 7,524 shares 7,524 $615K 0.02% new Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 18,000 shares 18,000 $609K 0.02% -7,000 Timeline EWT 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: 9,342 shares; 2024Q4: 9,342 shares; 2025Q1: 9,342 shares; 2025Q2: 9,342 shares; 2025Q3: 9,342 shares; 2025Q4: 9,342 shares 9,342 $593K 0.02% 0 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,925 shares; 2024Q4: 35,925 shares; 2025Q1: 35,925 shares; 2025Q2: 5,875 shares; 2025Q3: 5,875 shares; 2025Q4: 5,875 shares 5,875 $590K 0.02% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 730 shares; 2024Q4: 730 shares; 2025Q1: 730 shares; 2025Q2: 665 shares; 2025Q3: 665 shares; 2025Q4: 665 shares 665 $585K 0.02% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,428 shares; 2024Q4: 6,628 shares; 2025Q1: 6,628 shares; 2025Q2: 6,878 shares; 2025Q3: 6,878 shares; 2025Q4: 6,878 shares 6,878 $579K 0.02% 0 Timeline SCHZ 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: 6,184 shares; 2024Q4: 10,768 shares; 2025Q1: 10,768 shares; 2025Q2: 9,268 shares; 2025Q3: 24,518 shares; 2025Q4: 24,518 shares 24,518 $573K 0.02% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,662 shares; 2024Q4: 3,952 shares; 2025Q1: 3,952 shares; 2025Q2: 3,952 shares; 2025Q3: 3,512 shares; 2025Q4: 4,092 shares 4,092 $564K 0.02% +580 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD 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: 17,560 shares; 2025Q4: 18,910 shares 18,910 $564K 0.02% +1,350 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 396 shares; 2024Q4: 511 shares; 2025Q1: 511 shares; 2025Q2: 511 shares; 2025Q3: 437 shares; 2025Q4: 522 shares 522 $558K 0.02% +85 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,398 shares; 2024Q4: 3,398 shares; 2025Q1: 3,445 shares; 2025Q2: 3,445 shares; 2025Q3: 3,445 shares; 2025Q4: 3,445 shares 3,445 $553K 0.02% 0 Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,293 shares; 2024Q4: 9,193 shares; 2025Q1: 9,193 shares; 2025Q2: 6,753 shares; 2025Q3: 5,753 shares; 2025Q4: 5,753 shares 5,753 $550K 0.02% 0 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: 1,729 shares; 2024Q4: 1,650 shares; 2025Q1: 1,622 shares; 2025Q2: 1,672 shares; 2025Q3: 1,572 shares; 2025Q4: 1,552 shares 1,552 $543K 0.02% -20 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: 18,008 shares; 2024Q4: 18,008 shares; 2025Q1: 16,258 shares; 2025Q2: 16,042 shares; 2025Q3: 15,692 shares; 2025Q4: 11,557 shares 11,557 $537K 0.02% -4,135 Timeline FLUT FLUTTER ENTMT PLC More: the full row for FLUTTER ENTMT PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,478 shares; 2024Q4: 2,478 shares; 2025Q1: 2,478 shares; 2025Q2: 2,478 shares; 2025Q3: 2,478 shares; 2025Q4: 2,478 shares 2,478 $533K 0.02% 0 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,698 shares; 2024Q4: 6,698 shares; 2025Q1: 6,698 shares; 2025Q2: 6,698 shares; 2025Q3: 6,698 shares; 2025Q4: 6,698 shares 6,698 $531K 0.02% 0 Timeline PBH PRESTIGE CONSMR HEALTHCARE I More: the full row for PRESTIGE CONSMR HEALTHCARE I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,900 shares; 2024Q4: 5,900 shares; 2025Q1: 7,239 shares; 2025Q2: 7,280 shares; 2025Q3: 8,430 shares; 2025Q4: 8,430 shares 8,430 $520K 0.02% 0 Timeline CCOI COGENT COMM HOLDINGS INC More: the full row for COGENT COMM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,000 shares; 2024Q4: 23,000 shares; 2025Q1: 23,000 shares; 2025Q2: 23,000 shares; 2025Q3: 23,000 shares; 2025Q4: 23,000 shares 23,000 $496K 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: 2,047 shares; 2024Q4: 2,247 shares; 2025Q1: 2,297 shares; 2025Q2: 2,297 shares; 2025Q3: 2,612 shares; 2025Q4: 2,527 shares 2,527 $493K 0.01% -85 Timeline EIS 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: 4,550 shares; 2024Q4: 4,550 shares; 2025Q1: 4,550 shares; 2025Q2: 4,470 shares; 2025Q3: 4,470 shares; 2025Q4: 4,470 shares 4,470 $492K 0.01% 0 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: 3,588 shares; 2024Q4: 3,588 shares; 2025Q1: 3,588 shares; 2025Q2: 3,588 shares; 2025Q3: 3,588 shares; 2025Q4: 3,588 shares 3,588 $491K 0.01% 0 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,105 shares; 2024Q4: 6,122 shares; 2025Q1: 6,079 shares; 2025Q2: 5,999 shares; 2025Q3: 5,999 shares; 2025Q4: 5,999 shares 5,999 $484K 0.01% 0 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN 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: 1,690 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,070 shares 6,070 $484K 0.01% new 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: 2,636 shares; 2024Q4: 2,636 shares; 2025Q1: 2,736 shares; 2025Q2: 2,736 shares; 2025Q3: 2,896 shares; 2025Q4: 3,136 shares 3,136 $482K 0.01% +240 Timeline FXI 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: 12,475 shares; 2024Q4: 12,475 shares; 2025Q1: 12,475 shares; 2025Q2: 12,475 shares; 2025Q3: 12,475 shares; 2025Q4: 12,475 shares 12,475 $478K 0.01% 0 Timeline BFOR 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: 6,335 shares; 2024Q4: 6,335 shares; 2025Q1: 6,335 shares; 2025Q2: 5,770 shares; 2025Q3: 5,770 shares; 2025Q4: 5,770 shares 5,770 $475K 0.01% 0 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD 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: 26,500 shares 26,500 $472K 0.01% new 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: 6,088 shares; 2024Q4: 5,710 shares; 2025Q1: 8,615 shares; 2025Q2: 5,710 shares; 2025Q3: 4,785 shares; 2025Q4: 4,785 shares 4,785 $468K 0.01% 0 Timeline EWY 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: 13,780 shares; 2024Q4: 12,380 shares; 2025Q1: 5,145 shares; 2025Q2: 4,810 shares; 2025Q3: 4,810 shares; 2025Q4: 4,810 shares 4,810 $468K 0.01% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,350 shares; 2024Q4: 4,550 shares; 2025Q1: 5,750 shares; 2025Q2: 6,150 shares; 2025Q3: 7,650 shares; 2025Q4: 8,150 shares 8,150 $467K 0.01% +500 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,023 shares; 2024Q4: 6,393 shares; 2025Q1: 6,496 shares; 2025Q2: 6,496 shares; 2025Q3: 4,656 shares; 2025Q4: 4,656 shares 4,656 $465K 0.01% 0 Timeline SPMD 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: not reported; 2025Q2: 7,150 shares; 2025Q3: 6,950 shares; 2025Q4: 7,850 shares 7,850 $455K 0.01% +900 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 34,300 shares; 2025Q1: 34,300 shares; 2025Q2: 34,300 shares; 2025Q3: 34,300 shares; 2025Q4: 34,300 shares 34,300 $453K 0.01% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,350 shares; 2024Q4: 1,400 shares; 2025Q1: 1,405 shares; 2025Q2: 1,468 shares; 2025Q3: 1,556 shares; 2025Q4: 1,556 shares 1,556 $449K 0.01% 0 Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,205 shares; 2024Q4: 17,205 shares; 2025Q1: 17,205 shares; 2025Q2: 17,205 shares; 2025Q3: 17,205 shares; 2025Q4: 17,205 shares 17,205 $449K 0.01% 0 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,821 shares; 2024Q4: 2,821 shares; 2025Q1: 2,821 shares; 2025Q2: 2,821 shares; 2025Q3: 2,821 shares; 2025Q4: 2,821 shares 2,821 $449K 0.01% 0 Timeline SLYG 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: 4,956 shares; 2024Q4: 4,956 shares; 2025Q1: 4,956 shares; 2025Q2: 4,956 shares; 2025Q3: 4,681 shares; 2025Q4: 4,681 shares 4,681 $441K 0.01% 0 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: 12,937 shares; 2024Q4: 12,937 shares; 2025Q1: 18,977 shares; 2025Q2: 18,977 shares; 2025Q3: 18,977 shares; 2025Q4: 18,977 shares 18,977 $441K 0.01% 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: 1,550 shares; 2024Q4: 1,580 shares; 2025Q1: not reported; 2025Q2: 600 shares; 2025Q3: 630 shares; 2025Q4: 770 shares 770 $439K 0.01% +140 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER 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: 900 shares; 2025Q3: 940 shares; 2025Q4: 1,585 shares 1,585 $437K 0.01% +645 Timeline EWW 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: 9,460 shares; 2024Q4: 8,635 shares; 2025Q1: 6,710 shares; 2025Q2: 6,275 shares; 2025Q3: 6,275 shares; 2025Q4: 6,275 shares 6,275 $435K 0.01% 0 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: 9,050 shares; 2024Q4: 9,050 shares; 2025Q1: 9,050 shares; 2025Q2: 8,050 shares; 2025Q3: 8,050 shares; 2025Q4: 8,050 shares 8,050 $434K 0.01% 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: not reported; 2024Q4: 1,040 shares; 2025Q1: 1,040 shares; 2025Q2: 1,040 shares; 2025Q3: 1,340 shares; 2025Q4: 1,965 shares 1,965 $432K 0.01% +625 Timeline INOD INNODATA INC More: the full row for INNODATA 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: 8,000 shares; 2025Q4: 8,440 shares 8,440 $430K 0.01% +440 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,539 shares; 2024Q4: 9,924 shares; 2025Q1: 10,174 shares; 2025Q2: 8,124 shares; 2025Q3: 8,124 shares; 2025Q4: 18,030 shares 18,030 $427K 0.01% +9,906 Timeline RDDT REDDIT INC More: the full row for REDDIT 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: 1,850 shares; 2025Q3: 1,850 shares; 2025Q4: 1,850 shares 1,850 $425K 0.01% 0 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,048 shares; 2024Q4: 7,118 shares; 2025Q1: 5,418 shares; 2025Q2: 4,668 shares; 2025Q3: 4,668 shares; 2025Q4: 4,671 shares 4,671 $422K 0.01% +3 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,968 shares; 2024Q4: 13,968 shares; 2025Q1: 13,968 shares; 2025Q2: 13,968 shares; 2025Q3: 13,608 shares; 2025Q4: 14,008 shares 14,008 $402K 0.01% +400 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,663 shares; 2024Q4: 1,663 shares; 2025Q1: 1,663 shares; 2025Q2: 1,663 shares; 2025Q3: 1,753 shares; 2025Q4: 1,933 shares 1,933 $395K 0.01% +180 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,738 shares; 2024Q4: 1,667 shares; 2025Q1: not reported; 2025Q2: 1,840 shares; 2025Q3: 1,842 shares; 2025Q4: 1,842 shares 1,842 $394K 0.01% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,142 shares; 2024Q4: 1,142 shares; 2025Q1: 1,142 shares; 2025Q2: 1,142 shares; 2025Q3: 1,155 shares; 2025Q4: 1,155 shares 1,155 $390K 0.01% 0 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,197 shares; 2024Q4: 10,197 shares; 2025Q1: 10,197 shares; 2025Q2: 10,247 shares; 2025Q3: 10,247 shares; 2025Q4: 10,247 shares 10,247 $390K 0.01% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,631 shares; 2024Q4: 1,701 shares; 2025Q1: 1,501 shares; 2025Q2: 1,501 shares; 2025Q3: 1,361 shares; 2025Q4: 1,601 shares 1,601 $389K 0.01% +240 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: 4,443 shares; 2024Q4: 4,603 shares; 2025Q1: 4,913 shares; 2025Q2: 2,638 shares; 2025Q3: 2,668 shares; 2025Q4: 2,668 shares 2,668 $383K 0.01% 0 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,461 shares; 2024Q4: 8,461 shares; 2025Q1: 8,461 shares; 2025Q2: 8,461 shares; 2025Q3: 8,461 shares; 2025Q4: 8,461 shares 8,461 $383K 0.01% 0 Timeline IXN 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: 3,908 shares; 2024Q4: 3,908 shares; 2025Q1: 3,908 shares; 2025Q2: 3,908 shares; 2025Q3: 3,908 shares; 2025Q4: 3,600 shares 3,600 $378K 0.01% -308 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 438 shares; 2024Q4: 463 shares; 2025Q1: 433 shares; 2025Q2: 453 shares; 2025Q3: 478 shares; 2025Q4: 493 shares 493 $378K 0.01% +15 Timeline CHT CHUNGHWA TELECOM CO LTD More: the full row for CHUNGHWA TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,000 shares; 2024Q4: 9,000 shares; 2025Q1: 9,000 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares; 2025Q4: 9,000 shares 9,000 $375K 0.01% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,635 shares; 2024Q4: 2,935 shares; 2025Q1: 2,935 shares; 2025Q2: 2,935 shares; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares 2,300 $375K 0.01% 0 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,000 shares; 2024Q4: 21,000 shares; 2025Q1: 21,000 shares; 2025Q2: 21,000 shares; 2025Q3: 21,000 shares; 2025Q4: 21,000 shares 21,000 $374K 0.01% 0 Timeline BIZD 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: 27,850 shares; 2024Q4: 27,850 shares; 2025Q1: 27,850 shares; 2025Q2: 26,850 shares; 2025Q3: 27,160 shares; 2025Q4: 26,160 shares 26,160 $371K 0.01% -1,000 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,047 shares; 2024Q4: 4,908 shares; 2025Q1: 4,914 shares; 2025Q2: 4,927 shares; 2025Q3: 4,907 shares; 2025Q4: 4,939 shares 4,939 $363K 0.01% +32 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,400 shares; 2024Q4: 13,200 shares; 2025Q1: 13,200 shares; 2025Q2: 13,200 shares; 2025Q3: 13,200 shares; 2025Q4: 13,200 shares 13,200 $359K 0.01% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,540 shares; 2024Q4: 3,080 shares; 2025Q1: 3,080 shares; 2025Q2: 3,080 shares; 2025Q3: 3,080 shares; 2025Q4: 3,800 shares 3,800 $351K 0.01% +720 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,800 shares; 2025Q3: 5,275 shares; 2025Q4: 6,025 shares 6,025 $350K 0.01% +750 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: 1,724 shares; 2024Q4: 1,914 shares; 2025Q1: 1,914 shares; 2025Q2: 1,914 shares; 2025Q3: 2,039 shares; 2025Q4: 2,314 shares 2,314 $350K 0.01% +275 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: 18,125 shares; 2024Q4: 18,125 shares; 2025Q1: 18,125 shares; 2025Q2: 18,125 shares; 2025Q3: 18,125 shares; 2025Q4: 18,125 shares 18,125 $347K 0.01% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 976 shares 976 $345K 0.01% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,735 shares; 2024Q4: 1,775 shares; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,150 shares; 2025Q4: 1,150 shares 1,150 $338K 0.01% 0 Timeline ICF 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: 5,600 shares; 2024Q4: 5,600 shares; 2025Q1: 5,600 shares; 2025Q2: 5,600 shares; 2025Q3: 5,600 shares; 2025Q4: 5,600 shares 5,600 $334K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 152 shares; 2025Q3: 152 shares; 2025Q4: 197 shares 197 $333K 0.01% +45 Timeline PFXF 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: 16,657 shares; 2024Q4: 18,791 shares; 2025Q1: 17,694 shares; 2025Q2: not reported; 2025Q3: 18,065 shares; 2025Q4: 18,476 shares 18,476 $326K 0.01% +411 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,350 shares; 2025Q4: 4,375 shares 4,375 $324K 0.01% +25 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,136 shares; 2024Q4: 2,137 shares; 2025Q1: 2,155 shares; 2025Q2: 2,155 shares; 2025Q3: 2,155 shares; 2025Q4: 2,156 shares 2,156 $321K 0.01% +1 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: 1,796 shares; 2024Q4: 1,795 shares; 2025Q1: 2,080 shares; 2025Q2: 1,905 shares; 2025Q3: 1,935 shares; 2025Q4: 2,035 shares 2,035 $315K 0.01% +100 Timeline IGV 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: 2,925 shares; 2024Q4: 2,925 shares; 2025Q1: 2,925 shares; 2025Q2: 2,925 shares; 2025Q3: 2,925 shares; 2025Q4: 2,925 shares 2,925 $309K 0.01% 0 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,140 shares; 2024Q4: 30,334 shares; 2025Q1: 53,314 shares; 2025Q2: 45,135 shares; 2025Q3: 56,635 shares; 2025Q4: 33,235 shares 33,235 $308K 0.01% -23,400 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,516 shares; 2025Q1: 9,520 shares; 2025Q2: 12,623 shares; 2025Q3: 12,627 shares; 2025Q4: 12,634 shares 12,634 $307K 0.01% +7 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,350 shares; 2025Q1: 4,350 shares; 2025Q2: 4,350 shares; 2025Q3: 3,200 shares; 2025Q4: 3,900 shares 3,900 $307K 0.01% +700 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS 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: 2,260 shares; 2025Q2: 2,299 shares; 2025Q3: 2,170 shares; 2025Q4: 2,187 shares 2,187 $304K 0.01% +17 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,548 shares; 2024Q4: 3,323 shares; 2025Q1: not reported; 2025Q2: 2,823 shares; 2025Q3: 3,353 shares; 2025Q4: 3,595 shares 3,595 $301K 0.01% +242 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK 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: 11,500 shares; 2025Q4: 11,500 shares 11,500 $299K 0.01% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,000 shares; 2025Q4: 6,100 shares 6,100 $295K 0.01% +100 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE 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: 754 shares; 2025Q2: 1,169 shares; 2025Q3: 1,639 shares; 2025Q4: 1,284 shares 1,284 $292K 0.01% -355 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: not reported; 2024Q4: not reported; 2025Q1: 390 shares; 2025Q2: 390 shares; 2025Q3: 300 shares; 2025Q4: 430 shares 430 $285K 0.01% +130 Timeline CRMD CORMEDIX INC More: the full row for CORMEDIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 22,000 shares; 2025Q3: 24,000 shares; 2025Q4: 24,000 shares 24,000 $279K 0.01% 0 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: 1,161 shares; 2024Q4: 1,161 shares; 2025Q1: 1,161 shares; 2025Q2: 1,161 shares; 2025Q3: 1,161 shares; 2025Q4: 2,322 shares 2,322 $277K 0.01% +1,161 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,975 shares; 2025Q4: 5,975 shares 5,975 $274K 0.01% 0 Timeline OZ BELPOINTE PREP LLC More: the full row for BELPOINTE PREP LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,200 shares; 2024Q4: 4,200 shares; 2025Q1: 4,200 shares; 2025Q2: 4,200 shares; 2025Q3: 4,200 shares; 2025Q4: 4,200 shares 4,200 $273K 0.01% 0 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: 3,743 shares; 2024Q4: 3,743 shares; 2025Q1: 3,743 shares; 2025Q2: 3,743 shares; 2025Q3: 3,743 shares; 2025Q4: 3,743 shares 3,743 $271K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,085 shares; 2025Q3: 2,585 shares; 2025Q4: 2,710 shares 2,710 $271K 0.01% +125 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,693 shares; 2024Q4: 1,693 shares; 2025Q1: 1,693 shares; 2025Q2: 1,693 shares; 2025Q3: 1,693 shares; 2025Q4: 1,693 shares 1,693 $270K 0.01% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,854 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,854 shares; 2025Q4: 3,854 shares 3,854 $267K 0.01% 0 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: 492 shares; 2024Q4: 530 shares; 2025Q1: 610 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 460 shares 460 $267K 0.01% new Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,200 shares; 2025Q4: 5,000 shares 5,000 $264K 0.01% +800 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,978 shares; 2024Q4: 3,813 shares; 2025Q1: 3,849 shares; 2025Q2: 3,854 shares; 2025Q3: 3,149 shares; 2025Q4: 3,156 shares 3,156 $264K 0.01% +7 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,225 shares 3,225 $262K 0.01% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,935 shares; 2025Q2: 1,935 shares; 2025Q3: 1,935 shares; 2025Q4: 2,135 shares 2,135 $262K 0.01% +200 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares 1,400 $258K 0.01% 0 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,504 shares; 2024Q4: 15,504 shares; 2025Q1: not reported; 2025Q2: 16,000 shares; 2025Q3: 16,000 shares; 2025Q4: 16,000 shares 16,000 $257K 0.01% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,648 shares; 2024Q4: 4,318 shares; 2025Q1: 4,218 shares; 2025Q2: 4,738 shares; 2025Q3: 4,458 shares; 2025Q4: 4,843 shares 4,843 $256K 0.01% +385 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN 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: 1,897 shares; 2025Q3: not reported; 2025Q4: 1,897 shares 1,897 $252K 0.01% new Timeline TPG TPG INC More: the full row for TPG 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: 3,900 shares 3,900 $249K 0.01% new Timeline PAVE 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: 5,200 shares; 2024Q4: 5,200 shares; 2025Q1: not reported; 2025Q2: 5,200 shares; 2025Q3: 5,200 shares; 2025Q4: 5,200 shares 5,200 $249K 0.01% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 856 shares 856 $248K 0.01% new Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS 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: 1,325 shares 1,325 $246K 0.01% new Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID 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: 3,175 shares 3,175 $246K 0.01% new Timeline SPTL 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: not reported; 2025Q2: 9,161 shares; 2025Q3: 9,493 shares; 2025Q4: 9,265 shares 9,265 $245K 0.01% -228 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: 2,585 shares; 2025Q3: 2,585 shares; 2025Q4: 2,585 shares 2,585 $241K 0.01% 0 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD 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: 2,000 shares; 2025Q4: 2,000 shares 2,000 $241K 0.01% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,732 shares; 2024Q4: 3,597 shares; 2025Q1: not reported; 2025Q2: 3,774 shares; 2025Q3: 3,774 shares; 2025Q4: 3,774 shares 3,774 $240K 0.01% 0 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT 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: not reported; 2025Q3: not reported; 2025Q4: 1,478 shares 1,478 $239K 0.01% 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: 44 shares; 2025Q1: 44 shares; 2025Q2: 44 shares; 2025Q3: 44 shares; 2025Q4: 44 shares 44 $236K 0.01% 0 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,250 shares; 2024Q4: 2,250 shares; 2025Q1: not reported; 2025Q2: 2,250 shares; 2025Q3: 2,250 shares; 2025Q4: 2,250 shares 2,250 $233K 0.01% 0 Timeline DE DEERE & CO More: the full row for DEERE & 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: 445 shares; 2025Q4: 500 shares 500 $233K 0.01% +55 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: not reported; 2024Q4: 1,314 shares; 2025Q1: not reported; 2025Q2: 1,314 shares; 2025Q3: 1,314 shares; 2025Q4: 1,200 shares 1,200 $232K 0.01% -114 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING 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: 1,807 shares; 2025Q4: 1,807 shares 1,807 $229K 0.01% 0 Timeline BCH BANCO DE CHILE More: the full row for BANCO DE CHILE 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: 6,000 shares 6,000 $228K 0.01% new Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,001 shares; 2024Q4: 1,510 shares; 2025Q1: 1,410 shares; 2025Q2: 1,455 shares; 2025Q3: 6,480 shares; 2025Q4: 1,710 shares 1,710 $227K 0.01% -4,770 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,060 shares; 2024Q4: 3,060 shares; 2025Q1: 3,060 shares; 2025Q2: not reported; 2025Q3: 2,780 shares; 2025Q4: 2,780 shares 2,780 $224K 0.01% 0 Timeline LEGH LEGACY HOUSING CORP More: the full row for LEGACY HOUSING 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: 11,500 shares 11,500 $224K 0.01% new Timeline USAC USA COMPRESSION PARTNERS LP More: the full row for USA COMPRESSION PARTNERS LP 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: 9,750 shares 9,750 $224K 0.01% new Timeline VAC MARRIOTT VACATIONS WORLDWIDE More: the full row for MARRIOTT VACATIONS WORLDWIDE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,881 shares; 2024Q4: 3,881 shares; 2025Q1: 3,881 shares; 2025Q2: 3,881 shares; 2025Q3: 3,881 shares; 2025Q4: 3,881 shares 3,881 $224K 0.01% 0 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,200 shares; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares 2,200 $222K 0.01% 0 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: 750 shares; 2024Q4: 750 shares; 2025Q1: not reported; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares 750 $222K 0.01% 0 Timeline MIAX MIAMI INTL HLDGS INC More: the full row for MIAMI INTL 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: 5,000 shares; 2025Q4: 5,000 shares 5,000 $222K 0.01% 0 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,000 shares; 2024Q4: 27,750 shares; 2025Q1: 29,450 shares; 2025Q2: 29,450 shares; 2025Q3: 29,450 shares; 2025Q4: 29,450 shares 29,450 $221K 0.01% 0 Timeline FLMX FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON 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: 6,500 shares; 2025Q4: 6,500 shares 6,500 $220K 0.01% 0 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 650 shares; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 750 shares; 2025Q3: 643 shares; 2025Q4: 643 shares 643 $218K 0.01% 0 Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,843 shares; 2024Q4: 4,843 shares; 2025Q1: 7,496 shares; 2025Q2: 7,496 shares; 2025Q3: 9,421 shares; 2025Q4: 6,161 shares 6,161 $216K 0.01% -3,260 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: 1,239 shares; 2024Q4: 1,239 shares; 2025Q1: 1,239 shares; 2025Q2: 1,239 shares; 2025Q3: 1,239 shares; 2025Q4: 1,239 shares 1,239 $215K 0.01% 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: 2,205 shares; 2024Q4: 2,205 shares; 2025Q1: 2,205 shares; 2025Q2: 2,504 shares; 2025Q3: 2,504 shares; 2025Q4: 1,949 shares 1,949 $215K 0.01% -555 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT 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: 5,600 shares; 2025Q2: 5,600 shares; 2025Q3: 5,600 shares; 2025Q4: 5,600 shares 5,600 $215K 0.01% 0 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,360 shares; 2024Q4: 3,560 shares; 2025Q1: 3,560 shares; 2025Q2: 3,560 shares; 2025Q3: not reported; 2025Q4: 1,860 shares 1,860 $214K 0.01% new Timeline IEUR 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: 3,000 shares; 2025Q4: 3,000 shares 3,000 $213K 0.01% 0 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR 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: 8,500 shares; 2025Q3: 8,500 shares; 2025Q4: 8,800 shares 8,800 $212K 0.01% +300 Timeline SAM BOSTON BEER INC More: the full row for BOSTON BEER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,082 shares; 2024Q4: 1,082 shares; 2025Q1: 1,082 shares; 2025Q2: 1,082 shares; 2025Q3: 1,082 shares; 2025Q4: 1,082 shares 1,082 $211K 0.01% 0 Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,169 shares; 2024Q4: 11,169 shares; 2025Q1: 11,169 shares; 2025Q2: 11,169 shares; 2025Q3: 11,169 shares; 2025Q4: 11,169 shares 11,169 $209K 0.01% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,900 shares; 2024Q4: 1,900 shares; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares 1,900 $209K 0.01% 0 Timeline EWC 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: 8,325 shares; 2024Q4: 8,325 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,850 shares 3,850 $208K 0.01% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,046 shares; 2025Q3: not reported; 2025Q4: 1,096 shares 1,096 $202K 0.01% new Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,950 shares 4,950 $199K 0.01% new 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: not reported; 2024Q4: 13,100 shares; 2025Q1: 15,800 shares; 2025Q2: 16,250 shares; 2025Q3: 16,250 shares; 2025Q4: 16,250 shares 16,250 $183K 0.01% 0 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,750 shares; 2025Q3: 72,325 shares; 2025Q4: 10,000 shares 10,000 $172K 0.01% -62,325 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: not reported; 2025Q2: not reported; 2025Q3: 10,400 shares; 2025Q4: 12,900 shares 12,900 $168K 0.01% +2,500 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: not reported; 2024Q4: not reported; 2025Q1: 13,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 29,000 shares 29,000 $150K <0.01% +4,000 Timeline EDIT EDITAS MEDICINE INC More: the full row for EDITAS MEDICINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,000 shares; 2024Q4: 70,000 shares; 2025Q1: 70,000 shares; 2025Q2: 70,000 shares; 2025Q3: 70,000 shares; 2025Q4: 70,000 shares 70,000 $144K <0.01% 0 Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,725 shares; 2024Q4: 10,725 shares; 2025Q1: 10,725 shares; 2025Q2: 10,725 shares; 2025Q3: 10,725 shares; 2025Q4: 10,725 shares 10,725 $123K <0.01% 0 Timeline ARCT ARCTURUS THERAPEUTICS HLDGS More: the full row for ARCTURUS THERAPEUTICS HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,000 shares; 2024Q4: 16,000 shares; 2025Q1: 16,000 shares; 2025Q2: 16,000 shares; 2025Q3: 16,000 shares; 2025Q4: 16,000 shares 16,000 $98.1K <0.01% 0 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,700 shares; 2024Q4: 10,700 shares; 2025Q1: 10,700 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares 11,000 $67.9K <0.01% 0 Timeline GOSS GOSSAMER BIO INC More: the full row for GOSSAMER BIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $31K <0.01% 0 Timeline SPRO SPERO THERAPEUTICS INC More: the full row for SPERO THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $23.3K <0.01% 0 Timeline ALEC ALECTOR INC More: the full row for ALECTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $15.6K <0.01% 0 Timeline AUROW AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,000 shares; 2024Q4: 40,000 shares; 2025Q1: 40,000 shares; 2025Q2: 40,000 shares; 2025Q3: 40,000 shares; 2025Q4: 40,000 shares 40,000 $9K <0.01% 0 Timeline