DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 6,528,296 shares; 2023Q3: 6,589,260 shares 6,589,260 $169M 16.32% +60,964 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,620,708 shares; 2023Q3: 5,694,660 shares 5,694,660 $132M 12.73% +73,952 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,055,165 shares; 2023Q3: 1,167,298 shares 1,167,298 $85.5M 8.24% +112,133 Timeline CCC CCC INTELLIGENT SOLUTIONS HL More: the full row for CCC INTELLIGENT SOLUTIONS HL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,725,000 shares; 2023Q3: 4,985,000 shares 4,985,000 $66.5M 6.42% +260,000 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,908,509 shares; 2023Q3: 1,857,168 shares 1,857,168 $48.7M 4.69% -51,341 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 776,015 shares; 2023Q3: 836,038 shares 836,038 $46.5M 4.49% +60,023 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,728,351 shares; 2023Q3: 5,102,434 shares 5,102,434 $37M 3.57% +1,374,083 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 652,583 shares; 2023Q3: 700,455 shares 700,455 $37M 3.56% +47,872 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 202,403 shares; 2023Q3: 219,216 shares 219,216 $33.5M 3.23% +16,813 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 583,189 shares; 2023Q3: 611,052 shares 611,052 $32.1M 3.09% +27,863 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 242,205 shares; 2023Q3: 271,580 shares 271,580 $24.7M 2.38% +29,375 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 269,485 shares; 2023Q3: 289,906 shares 289,906 $23M 2.22% +20,421 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 89,316 shares; 2023Q3: 96,892 shares 96,892 $16.6M 1.6% +7,576 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 227,244 shares; 2023Q3: 236,347 shares 236,347 $15.4M 1.49% +9,103 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 319,473 shares; 2023Q3: 312,469 shares 312,469 $14.3M 1.38% -7,004 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 281,414 shares; 2023Q3: 281,414 shares 281,414 $13.1M 1.26% 0 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 338,170 shares; 2023Q3: 366,050 shares 366,050 $10.5M 1.01% +27,880 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 367,675 shares; 2023Q3: 378,638 shares 378,638 $10.5M 1.01% +10,963 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 32,135 shares; 2023Q3: 26,117 shares 26,117 $10.3M 0.99% -6,018 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 22,720 shares; 2023Q3: 23,088 shares 23,088 $10M 0.97% +368 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 165,383 shares; 2023Q3: 189,589 shares 189,589 $8.86M 0.85% +24,206 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 33,794 shares; 2023Q3: 174,024 shares 174,024 $8M 0.77% +140,230 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 303,098 shares; 2023Q3: 284,301 shares 284,301 $7.42M 0.72% -18,797 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 197,901 shares; 2023Q3: 202,104 shares 202,104 $6.79M 0.65% +4,203 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 49,989 shares; 2023Q3: 50,555 shares 50,555 $6.67M 0.64% +566 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 16,815 shares; 2023Q3: 19,238 shares 19,238 $6.07M 0.59% +2,423 Timeline DAY DAYFORCE INC More: the full row for DAYFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 83,447 shares; 2023Q3: 83,453 shares 83,453 $5.66M 0.55% +6 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 18,835 shares; 2023Q3: 18,761 shares 18,761 $5.63M 0.54% -74 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 10,752 shares; 2023Q3: 10,608 shares 10,608 $4.53M 0.44% -144 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 20,649 shares; 2023Q3: 20,649 shares 20,649 $4.04M 0.39% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 28,820 shares; 2023Q3: 28,835 shares 28,835 $3.96M 0.38% +15 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 15,617 shares; 2023Q3: 15,655 shares 15,655 $3.92M 0.38% +38 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 27,266 shares; 2023Q3: 28,514 shares 28,514 $3.73M 0.36% +1,248 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 201,063 shares; 2023Q3: 186,268 shares 186,268 $3.64M 0.35% -14,795 Timeline RLX RLX TECHNOLOGY INC More: the full row for RLX TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,400,084 shares; 2023Q3: 2,401,634 shares 2,401,634 $3.63M 0.35% +1,550 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 26,580 shares; 2023Q3: 26,423 shares 26,423 $3.48M 0.34% -157 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 52,857 shares; 2023Q3: 48,043 shares 48,043 $3.43M 0.33% -4,814 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 106,242 shares; 2023Q3: 116,070 shares 116,070 $3.41M 0.33% +9,828 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 56,115 shares; 2023Q3: 56,163 shares 56,163 $3.01M 0.29% +48 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 20,658 shares; 2023Q3: 22,128 shares 22,128 $2.81M 0.27% +1,470 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 15,530 shares; 2023Q3: 15,477 shares 15,477 $2.74M 0.26% -53 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 42,946 shares; 2023Q3: 44,074 shares 44,074 $2.58M 0.25% +1,128 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 7,290 shares; 2023Q3: 7,292 shares 7,292 $2.52M 0.24% +2 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 32,956 shares; 2023Q3: 32,802 shares 32,802 $2.48M 0.24% -154 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 74,047 shares; 2023Q3: 73,992 shares 73,992 $2.41M 0.23% -55 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 16,367 shares; 2023Q3: 16,315 shares 16,315 $2.37M 0.23% -52 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 71,381 shares; 2023Q3: 68,760 shares 68,760 $2.34M 0.23% -2,621 Timeline SPLV 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 45,972 shares; 2023Q3: 38,777 shares 38,777 $2.28M 0.22% -7,195 Timeline BIV 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 30,800 shares; 2023Q3: 31,292 shares 31,292 $2.26M 0.22% +492 Timeline LSPD LIGHTSPEED COMMERCE INC More: the full row for LIGHTSPEED COMMERCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 158,131 shares; 2023Q3: 158,131 shares 158,131 $2.22M 0.21% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 6,077 shares; 2023Q3: 6,229 shares 6,229 $2.18M 0.21% +152 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 91,313 shares; 2023Q3: 91,265 shares 91,265 $2.06M 0.2% -48 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,357 shares; 2023Q3: 3,426 shares 3,426 $1.91M 0.18% +69 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 15,400 shares; 2023Q3: 20,441 shares 20,441 $1.9M 0.18% +5,041 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 21,310 shares; 2023Q3: 21,719 shares 21,719 $1.88M 0.18% +409 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 9,228 shares; 2023Q3: 8,569 shares 8,569 $1.78M 0.17% -659 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 60,644 shares; 2023Q3: 60,846 shares 60,846 $1.76M 0.17% +202 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 10,313 shares 10,313 $1.73M 0.17% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,112 shares; 2023Q3: 3,176 shares 3,176 $1.62M 0.16% +64 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 56,769 shares; 2023Q3: 153,669 shares 153,669 $1.62M 0.16% +96,900 Timeline BSV 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 21,547 shares; 2023Q3: 21,178 shares 21,178 $1.59M 0.15% -369 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 49,244 shares; 2023Q3: 37,150 shares 37,150 $1.52M 0.15% -12,094 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,728 shares; 2023Q3: 6,815 shares 6,815 $1.45M 0.14% +2,087 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 9,328 shares; 2023Q3: 9,266 shares 9,266 $1.41M 0.14% -62 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 12,630 shares; 2023Q3: 12,630 shares 12,630 $1.36M 0.13% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 8,147 shares; 2023Q3: 8,345 shares 8,345 $1.3M 0.13% +198 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,116 shares; 2023Q3: 5,031 shares 5,031 $1.18M 0.11% -85 Timeline FTCHQ FARFETCH LTD ORD SH CL A (CYM) More: the full row for FARFETCH LTD ORD SH CL A (CYM) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 471,748 shares; 2023Q3: 556,079 shares 556,079 $1.16M 0.11% +84,331 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 21,260 shares; 2023Q3: 22,080 shares 22,080 $1.12M 0.11% +820 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,540 shares; 2023Q3: 5,540 shares 5,540 $1.05M 0.1% 0 Timeline VMWARE, INC. VMWARE, INC. More: the full row for VMWARE, INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 6,115 shares; 2023Q3: 6,099 shares 6,099 $1.02M 0.1% -16 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 22,160 shares; 2023Q3: 22,132 shares 22,132 $968K 0.09% -28 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 9,060 shares; 2023Q3: 9,217 shares 9,217 $948K 0.09% +157 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 16,290 shares; 2023Q3: 16,290 shares 16,290 $920K 0.09% 0 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,534 shares; 2023Q3: 2,506 shares 2,506 $898K 0.09% -28 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,121 shares; 2023Q3: 2,063 shares 2,063 $886K 0.09% -58 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,528 shares; 2023Q3: 2,035 shares 2,035 $806K 0.08% +507 Timeline SCHWAB CHARLES FAMILY FD SCHWAB CHARLES FAMILY FD More: the full row for SCHWAB CHARLES FAMILY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,633,655 shares; 2023Q3: 803,655 shares 803,655 $804K 0.08% -830,000 WEAV WEAVE COMMUNICATIONS INC More: the full row for WEAVE COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 98,050 shares; 2023Q3: 98,050 shares 98,050 $799K 0.08% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,132 shares; 2023Q3: 3,472 shares 3,472 $799K 0.08% +1,340 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 6,878 shares; 2023Q3: 6,875 shares 6,875 $791K 0.08% -3 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 7,404 shares; 2023Q3: 8,196 shares 8,196 $784K 0.08% +792 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,900 shares; 2023Q3: 2,900 shares 2,900 $771K 0.07% 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,475 shares; 2023Q3: 4,483 shares 4,483 $756K 0.07% +8 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 11,911 shares; 2023Q3: 11,674 shares 11,674 $751K 0.07% -237 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,634 shares; 2023Q3: 1,634 shares 1,634 $746K 0.07% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,940 shares; 2023Q3: 4,818 shares 4,818 $703K 0.07% +878 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,690 shares; 2023Q3: 2,302 shares 2,302 $695K 0.07% +612 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,001 shares; 2023Q3: 4,646 shares 4,646 $666K 0.06% -355 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 6,442 shares; 2023Q3: 6,442 shares 6,442 $661K 0.06% 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,393 shares; 2023Q3: 3,208 shares 3,208 $650K 0.06% +815 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,137 shares; 2023Q3: 4,329 shares 4,329 $646K 0.06% +192 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 14,201 shares; 2023Q3: 15,686 shares 15,686 $615K 0.06% +1,485 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,249 shares; 2023Q3: 5,888 shares 5,888 $606K 0.06% +2,639 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 25,727 shares; 2023Q3: 26,024 shares 26,024 $583K 0.06% +297 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 7,967 shares; 2023Q3: 7,549 shares 7,549 $549K 0.05% -418 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,445 shares; 2023Q3: 3,441 shares 3,441 $547K 0.05% -4 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 18,773 shares; 2023Q3: 20,344 shares 20,344 $513K 0.05% +1,571 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 7,354 shares; 2023Q3: 7,324 shares 7,324 $512K 0.05% -30 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 991 shares; 2023Q3: 1,014 shares 1,014 $511K 0.05% +23 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,884 shares; 2023Q3: 3,418 shares 3,418 $509K 0.05% +534 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 18,105 shares; 2023Q3: 29,533 shares 29,533 $495K 0.05% +11,428 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 44,226 shares; 2023Q3: 28,822 shares 28,822 $493K 0.05% -15,404 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 53,625 shares; 2023Q3: 53,835 shares 53,835 $480K 0.05% +210 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 6,236 shares; 2023Q3: 6,249 shares 6,249 $480K 0.05% +13 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,009 shares; 2023Q3: 3,398 shares 3,398 $470K 0.05% +389 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 8,572 shares 8,572 $470K 0.05% new Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,062 shares; 2023Q3: 2,062 shares 2,062 $468K 0.05% 0 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,010 shares; 2023Q3: 3,011 shares 3,011 $466K 0.04% +1 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 9,003 shares; 2023Q3: 13,041 shares 13,041 $464K 0.04% +4,038 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,860 shares; 2023Q3: 4,860 shares 4,860 $458K 0.04% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 8,454 shares; 2023Q3: 8,475 shares 8,475 $456K 0.04% +21 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 999 shares; 2023Q3: 1,814 shares 1,814 $450K 0.04% +815 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 12,000 shares; 2023Q3: 12,000 shares 12,000 $440K 0.04% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 665 shares; 2023Q3: 810 shares 810 $435K 0.04% +145 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 975 shares; 2023Q3: 975 shares 975 $424K 0.04% 0 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 1,204 shares 1,204 $419K 0.04% new Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,901 shares; 2023Q3: 5,901 shares 5,901 $409K 0.04% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,874 shares; 2023Q3: 5,627 shares 5,627 $405K 0.04% -247 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,054 shares; 2023Q3: 1,303 shares 1,303 $400K 0.04% +249 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,855 shares; 2023Q3: 1,856 shares 1,856 $399K 0.04% +1 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 957 shares 957 $397K 0.04% new Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,379 shares; 2023Q3: 1,380 shares 1,380 $394K 0.04% +1 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,041 shares; 2023Q3: 2,052 shares 2,052 $393K 0.04% +11 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 6,327 shares; 2023Q3: 6,982 shares 6,982 $391K 0.04% +655 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 902 shares; 2023Q3: 1,388 shares 1,388 $378K 0.04% +486 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 407 shares 407 $370K 0.04% new Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,000 shares; 2023Q3: 4,000 shares 4,000 $365K 0.04% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 324 shares; 2023Q3: 421 shares 421 $350K 0.03% +97 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 544 shares; 2023Q3: 681 shares 681 $347K 0.03% +137 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,834 shares; 2023Q3: 2,949 shares 2,949 $347K 0.03% +115 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,651 shares; 2023Q3: 3,651 shares 3,651 $344K 0.03% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,501 shares; 2023Q3: 2,023 shares 2,023 $343K 0.03% +522 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,935 shares; 2023Q3: 4,935 shares 4,935 $341K 0.03% 0 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 12,332 shares; 2023Q3: 12,599 shares 12,599 $341K 0.03% +267 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,333 shares; 2023Q3: 3,739 shares 3,739 $340K 0.03% +2,406 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 8,767 shares; 2023Q3: 8,767 shares 8,767 $333K 0.03% 0 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,025 shares; 2023Q3: 2,025 shares 2,025 $319K 0.03% 0 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,596 shares; 2023Q3: 2,521 shares 2,521 $314K 0.03% -75 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,039 shares; 2023Q3: 2,017 shares 2,017 $313K 0.03% -22 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,727 shares; 2023Q3: 1,729 shares 1,729 $310K 0.03% +2 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 8,916 shares; 2023Q3: 8,890 shares 8,890 $310K 0.03% -26 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,807 shares; 2023Q3: 3,297 shares 3,297 $293K 0.03% +490 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 6,017 shares 6,017 $292K 0.03% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,080 shares; 2023Q3: 1,007 shares 1,007 $288K 0.03% -73 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 668 shares; 2023Q3: 738 shares 738 $279K 0.03% +70 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 2,448 shares 2,448 $277K 0.03% new Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,568 shares; 2023Q3: 1,668 shares 1,668 $267K 0.03% +100 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 7,569 shares; 2023Q3: 7,184 shares 7,184 $265K 0.03% -385 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 2,786 shares 2,786 $262K 0.03% new Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 255 shares; 2023Q3: 378 shares 378 $262K 0.03% +123 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 2,675 shares 2,675 $259K 0.02% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 2,177 shares 2,177 $251K 0.02% new 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,406 shares; 2023Q3: 2,785 shares 2,785 $242K 0.02% +379 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,269 shares; 2023Q3: 1,267 shares 1,267 $241K 0.02% -2 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,698 shares; 2023Q3: 2,115 shares 2,115 $237K 0.02% +417 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 6,983 shares 6,983 $237K 0.02% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 14,362 shares; 2023Q3: 14,538 shares 14,538 $233K 0.02% +176 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 723 shares; 2023Q3: 874 shares 874 $230K 0.02% +151 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,630 shares; 2023Q3: 1,632 shares 1,632 $229K 0.02% +2 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,393 shares; 2023Q3: 2,393 shares 2,393 $227K 0.02% 0 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 2,782 shares 2,782 $227K 0.02% new Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,426 shares; 2023Q3: 3,958 shares 3,958 $225K 0.02% +532 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 887 shares; 2023Q3: 887 shares 887 $221K 0.02% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 507 shares 507 $221K 0.02% new Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,440 shares; 2023Q3: 1,440 shares 1,440 $204K 0.02% 0 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 4,917 shares 4,917 $204K 0.02% new Timeline GME GAMESTOP CORP More: the full row for GAMESTOP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 11,000 shares 11,000 $181K 0.02% new Timeline NRDS NERDWALLET INC More: the full row for NERDWALLET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 15,536 shares; 2023Q3: 15,536 shares 15,536 $138K 0.01% 0 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 34,450 shares; 2023Q3: 35,355 shares 35,355 $133K 0.01% +905 Timeline HCAT HEALTH CATALYST INC More: the full row for HEALTH CATALYST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 12,477 shares; 2023Q3: 12,477 shares 12,477 $126K 0.01% 0 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 11,579 shares 11,579 $110K 0.01% new Timeline SKLZ FIRY INC More: the full row for FIRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 18,714 shares; 2023Q3: 18,714 shares 18,714 $95.4K 0.01% 0 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 16,933 shares 16,933 $82K 0.01% new Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 21,523 shares 21,523 $80.5K 0.01% new Timeline AEGON N V AEGON N V More: the full row for AEGON N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 14,964 shares; 2023Q3: 15,049 shares 15,049 $72.2K 0.01% +85 PGRE PARAMOUNT GROUP INC More: the full row for PARAMOUNT GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 13,065 shares 13,065 $60.4K 0.01% new Timeline FINV FINVOLUTION GROUP More: the full row for FINVOLUTION GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 10,727 shares; 2023Q3: 11,050 shares 11,050 $55K 0.01% +323 Timeline ENIC ENEL CHILE SA More: the full row for ENEL CHILE SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 11,645 shares 11,645 $34.5K <0.01% new Timeline LYELL IMMUNOPHARMA INC LYELL IMMUNOPHARMA INC More: the full row for LYELL IMMUNOPHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 13,043 shares; 2023Q3: 20,869 shares 20,869 $30.7K <0.01% +7,826 NEKTAR THERAPEUTICS NEKTAR THERAPEUTICS More: the full row for NEKTAR THERAPEUTICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 51,500 shares; 2023Q3: 51,500 shares 51,500 $30.7K <0.01% 0 LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 13,578 shares 13,578 $28.9K <0.01% new Timeline