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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 6,528,296 shares; 2023Q3: 6,589,260 shares; 2023Q4: 6,704,428 shares; 2024Q1: 6,691,202 shares 6,691,202 $212M 16.01% -13,226 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,620,708 shares; 2023Q3: 5,694,660 shares; 2023Q4: 5,808,882 shares; 2024Q1: 5,844,392 shares 5,844,392 $157M 11.92% +35,510 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,055,165 shares; 2023Q3: 1,167,298 shares; 2023Q4: 1,244,601 shares; 2024Q1: 1,333,417 shares 1,333,417 $119M 9.03% +88,816 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 776,015 shares; 2023Q3: 836,038 shares; 2023Q4: 913,037 shares; 2024Q1: 989,422 shares 989,422 $63.1M 4.77% +76,385 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,908,509 shares; 2023Q3: 1,857,168 shares; 2023Q4: 1,849,770 shares; 2024Q1: 1,738,694 shares 1,738,694 $55.6M 4.21% -111,076 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,728,351 shares; 2023Q3: 5,102,434 shares; 2023Q4: 5,148,213 shares; 2024Q1: 4,615,277 shares 4,615,277 $55.1M 4.17% -532,936 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 652,583 shares; 2023Q3: 700,455 shares; 2023Q4: 753,882 shares; 2024Q1: 825,490 shares 825,490 $47.8M 3.62% +71,608 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 201,063 shares; 2023Q3: 186,268 shares; 2023Q4: 169,368 shares; 2024Q1: 1,992,838 shares 1,992,838 $44.6M 3.37% +1,823,470 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 583,189 shares; 2023Q3: 611,052 shares; 2023Q4: 657,564 shares; 2024Q1: 690,303 shares 690,303 $43M 3.26% +32,739 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 269,485 shares; 2023Q3: 289,906 shares; 2023Q4: 293,261 shares; 2024Q1: 268,582 shares 268,582 $37M 2.8% -24,679 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 202,403 shares; 2023Q3: 219,216 shares; 2023Q4: 232,198 shares; 2024Q1: 217,986 shares 217,986 $35.2M 2.67% -14,212 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,725,000 shares; 2023Q3: 4,985,000 shares; 2023Q4: 3,022,458 shares; 2024Q1: 2,645,275 shares 2,645,275 $31.6M 2.39% -377,183 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 242,205 shares; 2023Q3: 271,580 shares; 2023Q4: 271,579 shares; 2024Q1: 250,585 shares 250,585 $31M 2.34% -20,994 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 22,720 shares; 2023Q3: 23,088 shares; 2023Q4: 23,187 shares; 2024Q1: 23,143 shares 23,143 $20.9M 1.58% -44 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 227,244 shares; 2023Q3: 236,347 shares; 2023Q4: 236,350 shares; 2024Q1: 231,696 shares 231,696 $19M 1.44% -4,654 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 319,473 shares; 2023Q3: 312,469 shares; 2023Q4: 308,000 shares; 2024Q1: 300,300 shares 300,300 $16.3M 1.24% -7,700 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 281,414 shares; 2023Q3: 281,414 shares; 2023Q4: 281,414 shares; 2024Q1: 281,189 shares 281,189 $16M 1.21% -225 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 89,316 shares; 2023Q3: 96,892 shares; 2023Q4: 99,653 shares; 2024Q1: 91,483 shares 91,483 $15.7M 1.19% -8,170 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 367,675 shares; 2023Q3: 378,638 shares; 2023Q4: 392,325 shares; 2024Q1: 448,318 shares 448,318 $15.4M 1.17% +55,993 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 338,170 shares; 2023Q3: 366,050 shares; 2023Q4: 378,936 shares; 2024Q1: 443,883 shares 443,883 $14.9M 1.13% +64,947 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 33,794 shares; 2023Q3: 174,024 shares; 2023Q4: 192,110 shares; 2024Q1: 185,495 shares 185,495 $14.3M 1.08% -6,615 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 32,135 shares; 2023Q3: 26,117 shares; 2023Q4: 26,088 shares; 2024Q1: 26,180 shares 26,180 $12.6M 0.95% +92 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,335,449 shares; 2024Q1: 1,183,779 shares 1,183,779 $11.6M 0.88% -151,670 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 49,989 shares; 2023Q3: 50,555 shares; 2023Q4: 48,812 shares; 2024Q1: 72,203 shares 72,203 $11M 0.83% +23,391 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 18,835 shares; 2023Q3: 18,761 shares; 2023Q4: 19,005 shares; 2024Q1: 17,280 shares 17,280 $8.39M 0.64% -1,725 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 16,815 shares; 2023Q3: 19,238 shares; 2023Q4: 20,533 shares; 2024Q1: 19,123 shares 19,123 $8.05M 0.61% -1,410 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 197,901 shares; 2023Q3: 202,104 shares; 2023Q4: 199,818 shares; 2024Q1: 198,351 shares 198,351 $7.87M 0.6% -1,467 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 165,383 shares; 2023Q3: 189,589 shares; 2023Q4: 189,594 shares; 2024Q1: 166,690 shares 166,690 $7.74M 0.59% -22,904 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 303,098 shares; 2023Q3: 284,301 shares; 2023Q4: 266,857 shares; 2024Q1: 243,464 shares 243,464 $7.36M 0.56% -23,393 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 10,752 shares; 2023Q3: 10,608 shares; 2023Q4: 13,277 shares; 2024Q1: 13,112 shares 13,112 $6.86M 0.52% -165 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 27,266 shares; 2023Q3: 28,514 shares; 2023Q4: 27,207 shares; 2024Q1: 37,666 shares 37,666 $5.68M 0.43% +10,459 Timeline DAY DAYFORCE INC More: the full row for DAYFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 83,447 shares; 2023Q3: 83,453 shares; 2023Q4: 83,460 shares; 2024Q1: 81,412 shares 81,412 $5.39M 0.41% -2,048 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 20,649 shares; 2023Q3: 20,649 shares; 2023Q4: 22,179 shares; 2024Q1: 22,179 shares 22,179 $5.32M 0.4% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 106,242 shares; 2023Q3: 116,070 shares; 2023Q4: 133,493 shares; 2024Q1: 160,045 shares 160,045 $5.15M 0.39% +26,552 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 28,820 shares; 2023Q3: 28,835 shares; 2023Q4: 28,893 shares; 2024Q1: 27,846 shares 27,846 $4.59M 0.35% -1,047 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 26,580 shares; 2023Q3: 26,423 shares; 2023Q4: 25,668 shares; 2024Q1: 25,384 shares 25,384 $4.17M 0.32% -284 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,400,084 shares; 2023Q3: 2,401,634 shares; 2023Q4: 2,172,713 shares; 2024Q1: 2,171,163 shares 2,171,163 $4.17M 0.32% -1,550 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 20,658 shares; 2023Q3: 22,128 shares; 2023Q4: 23,273 shares; 2024Q1: 21,042 shares 21,042 $3.8M 0.29% -2,231 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 52,857 shares; 2023Q3: 48,043 shares; 2023Q4: 41,765 shares; 2024Q1: 40,866 shares 40,866 $3.48M 0.26% -899 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 56,115 shares; 2023Q3: 56,163 shares; 2023Q4: 56,163 shares; 2024Q1: 56,163 shares 56,163 $3.39M 0.26% 0 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 16,367 shares; 2023Q3: 16,315 shares; 2023Q4: 16,717 shares; 2024Q1: 16,826 shares 16,826 $3.37M 0.26% +109 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 15,530 shares; 2023Q3: 15,477 shares; 2023Q4: 15,446 shares; 2024Q1: 15,276 shares 15,276 $3.21M 0.24% -170 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 21,310 shares; 2023Q3: 21,719 shares; 2023Q4: 42,272 shares; 2024Q1: 42,466 shares 42,466 $3.07M 0.23% +194 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 56,769 shares; 2023Q3: 153,669 shares; 2023Q4: 153,669 shares; 2024Q1: 153,669 shares 153,669 $2.97M 0.23% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 6,077 shares; 2023Q3: 6,229 shares; 2023Q4: 6,786 shares; 2024Q1: 6,998 shares 6,998 $2.94M 0.22% +212 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 15,617 shares; 2023Q3: 15,655 shares; 2023Q4: 15,823 shares; 2024Q1: 16,596 shares 16,596 $2.92M 0.22% +773 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 10,313 shares; 2023Q4: 10,328 shares; 2024Q1: 8,716 shares 8,716 $2.79M 0.21% -1,612 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 74,047 shares; 2023Q3: 73,992 shares; 2023Q4: 73,582 shares; 2024Q1: 73,286 shares 73,286 $2.69M 0.2% -296 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,357 shares; 2023Q3: 3,426 shares; 2023Q4: 3,457 shares; 2024Q1: 3,444 shares 3,444 $2.63M 0.2% -13 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 7,290 shares; 2023Q3: 7,292 shares; 2023Q4: 7,311 shares; 2024Q1: 7,311 shares 7,311 $2.62M 0.2% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 15,400 shares; 2023Q3: 20,441 shares; 2023Q4: 23,574 shares; 2024Q1: 23,579 shares 23,579 $2.61M 0.2% +5 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 42,946 shares; 2023Q3: 44,074 shares; 2023Q4: 43,593 shares; 2024Q1: 40,450 shares 40,450 $2.47M 0.19% -3,143 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 32,956 shares; 2023Q3: 32,802 shares; 2023Q4: 32,923 shares; 2024Q1: 28,504 shares 28,504 $2.47M 0.19% -4,419 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 30,800 shares; 2023Q3: 31,292 shares; 2023Q4: 29,745 shares; 2024Q1: 31,460 shares 31,460 $2.37M 0.18% +1,715 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 45,972 shares; 2023Q3: 38,777 shares; 2023Q4: 38,602 shares; 2024Q1: 35,755 shares 35,755 $2.36M 0.18% -2,847 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 60,644 shares; 2023Q3: 60,846 shares; 2023Q4: 60,514 shares; 2024Q1: 60,031 shares 60,031 $2.29M 0.17% -483 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 91,313 shares; 2023Q3: 91,265 shares; 2023Q4: 91,265 shares; 2024Q1: 89,952 shares 89,952 $2.22M 0.17% -1,313 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 158,131 shares; 2023Q3: 158,131 shares; 2023Q4: 158,131 shares; 2024Q1: 158,131 shares 158,131 $2.22M 0.17% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,728 shares; 2023Q3: 6,815 shares; 2023Q4: 7,269 shares; 2024Q1: 8,452 shares 8,452 $2.2M 0.17% +1,183 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 49,244 shares; 2023Q3: 37,150 shares; 2023Q4: 22,853 shares; 2024Q1: 36,616 shares 36,616 $2.12M 0.16% +13,763 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 71,381 shares; 2023Q3: 68,760 shares; 2023Q4: 68,767 shares; 2024Q1: 51,797 shares 51,797 $2.12M 0.16% -16,970 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 9,228 shares; 2023Q3: 8,569 shares; 2023Q4: 8,328 shares; 2024Q1: 8,328 shares 8,328 $2.08M 0.16% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,112 shares; 2023Q3: 3,176 shares; 2023Q4: 3,143 shares; 2024Q1: 3,129 shares 3,129 $2.03M 0.15% -14 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 9,328 shares; 2023Q3: 9,266 shares; 2023Q4: 9,394 shares; 2024Q1: 9,266 shares 9,266 $1.66M 0.13% -128 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 21,547 shares; 2023Q3: 21,178 shares; 2023Q4: 20,078 shares; 2024Q1: 20,677 shares 20,677 $1.59M 0.12% +599 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 12,630 shares; 2023Q3: 12,630 shares; 2023Q4: 12,630 shares; 2024Q1: 12,630 shares 12,630 $1.56M 0.12% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,534 shares; 2023Q3: 2,506 shares; 2023Q4: 3,596 shares; 2024Q1: 3,477 shares 3,477 $1.54M 0.12% -119 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 9,060 shares; 2023Q3: 9,217 shares; 2023Q4: 8,495 shares; 2024Q1: 8,516 shares 8,516 $1.54M 0.12% +21 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,116 shares; 2023Q3: 5,031 shares; 2023Q4: 4,991 shares; 2024Q1: 4,991 shares 4,991 $1.44M 0.11% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 8,147 shares; 2023Q3: 8,345 shares; 2023Q4: 8,450 shares; 2024Q1: 8,842 shares 8,842 $1.4M 0.11% +392 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 21,260 shares; 2023Q3: 22,080 shares; 2023Q4: 22,647 shares; 2024Q1: 22,245 shares 22,245 $1.38M 0.1% -402 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,540 shares; 2023Q3: 5,540 shares; 2023Q4: 5,715 shares; 2024Q1: 5,715 shares 5,715 $1.31M 0.1% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,393 shares; 2023Q3: 3,208 shares; 2023Q4: 4,467 shares; 2024Q1: 4,334 shares 4,334 $1.31M 0.1% -133 Timeline 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 98,050 shares; 2023Q3: 98,050 shares; 2023Q4: 98,050 shares; 2024Q1: 98,050 shares 98,050 $1.13M 0.09% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,121 shares; 2023Q3: 2,063 shares; 2023Q4: 2,057 shares; 2024Q1: 2,057 shares 2,057 $1.08M 0.08% 0 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 17,223 shares 17,223 $1.07M 0.08% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 22,160 shares; 2023Q3: 22,132 shares; 2023Q4: 22,082 shares; 2024Q1: 21,017 shares 21,017 $1.05M 0.08% -1,065 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,528 shares; 2023Q3: 2,035 shares; 2023Q4: 1,811 shares; 2024Q1: 2,116 shares 2,116 $1.02M 0.08% +305 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 9,420 shares 9,420 $1M 0.08% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,900 shares; 2023Q3: 2,900 shares; 2023Q4: 3,120 shares; 2024Q1: 2,900 shares 2,900 $977K 0.07% -220 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,634 shares; 2023Q3: 1,634 shares; 2023Q4: 1,734 shares; 2024Q1: 1,734 shares 1,734 $965K 0.07% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,137 shares; 2023Q3: 4,329 shares; 2023Q4: 4,219 shares; 2024Q1: 4,225 shares 4,225 $962K 0.07% +6 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,132 shares; 2023Q3: 3,472 shares; 2023Q4: 3,473 shares; 2024Q1: 3,348 shares 3,348 $934K 0.07% -125 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 6,878 shares; 2023Q3: 6,875 shares; 2023Q4: 6,875 shares; 2024Q1: 6,875 shares 6,875 $902K 0.07% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 11,911 shares; 2023Q3: 11,674 shares; 2023Q4: 11,525 shares; 2024Q1: 11,101 shares 11,101 $824K 0.06% -424 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,690 shares; 2023Q3: 2,302 shares; 2023Q4: 2,304 shares; 2024Q1: 2,145 shares 2,145 $823K 0.06% -159 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,001 shares; 2023Q3: 4,646 shares; 2023Q4: 4,646 shares; 2024Q1: 4,646 shares 4,646 $814K 0.06% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 16,290 shares; 2023Q3: 16,290 shares; 2023Q4: 15,622 shares; 2024Q1: 12,726 shares 12,726 $806K 0.06% -2,896 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 665 shares; 2023Q3: 810 shares; 2023Q4: 834 shares; 2024Q1: 999 shares 999 $777K 0.06% +165 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,940 shares; 2023Q3: 4,818 shares; 2023Q4: 4,918 shares; 2024Q1: 4,760 shares 4,760 $772K 0.06% -158 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,009 shares; 2023Q3: 3,398 shares; 2023Q4: 3,173 shares; 2024Q1: 3,581 shares 3,581 $739K 0.06% +408 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,475 shares; 2023Q3: 4,483 shares; 2023Q4: 4,516 shares; 2024Q1: 4,552 shares 4,552 $718K 0.05% +36 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 7,404 shares; 2023Q3: 8,196 shares; 2023Q4: 7,603 shares; 2024Q1: 7,406 shares 7,406 $696K 0.05% -197 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,249 shares; 2023Q3: 5,888 shares; 2023Q4: 5,940 shares; 2024Q1: 5,229 shares 5,229 $690K 0.05% -711 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,010 shares; 2023Q3: 3,011 shares; 2023Q4: 3,015 shares; 2024Q1: 2,605 shares 2,605 $687K 0.05% -410 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 7,967 shares; 2023Q3: 7,549 shares; 2023Q4: 7,134 shares; 2024Q1: 7,140 shares 7,140 $662K 0.05% +6 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,445 shares; 2023Q3: 3,441 shares; 2023Q4: 3,360 shares; 2024Q1: 3,787 shares 3,787 $660K 0.05% +427 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 14,201 shares; 2023Q3: 15,686 shares; 2023Q4: 16,043 shares; 2024Q1: 15,526 shares 15,526 $649K 0.05% -517 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,333 shares; 2023Q3: 3,739 shares; 2023Q4: 3,691 shares; 2024Q1: 4,956 shares 4,956 $636K 0.05% +1,265 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 53,625 shares; 2023Q3: 53,835 shares; 2023Q4: 53,825 shares; 2024Q1: 53,825 shares 53,825 $618K 0.05% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,406 shares; 2023Q3: 2,785 shares; 2023Q4: 3,333 shares; 2024Q1: 4,440 shares 4,440 $604K 0.05% +1,107 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 15,900 shares 15,900 $593K 0.04% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,062 shares; 2023Q3: 2,062 shares; 2023Q4: 2,062 shares; 2024Q1: 2,062 shares 2,062 $591K 0.04% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,884 shares; 2023Q3: 3,418 shares; 2023Q4: 2,934 shares; 2024Q1: 3,188 shares 3,188 $580K 0.04% +254 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 9,003 shares; 2023Q3: 13,041 shares; 2023Q4: 12,278 shares; 2024Q1: 12,831 shares 12,831 $567K 0.04% +553 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,874 shares; 2023Q3: 5,627 shares; 2023Q4: 5,877 shares; 2024Q1: 5,808 shares 5,808 $566K 0.04% -69 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,860 shares; 2023Q3: 4,860 shares; 2023Q4: 4,860 shares; 2024Q1: 4,860 shares 4,860 $560K 0.04% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 668 shares; 2023Q3: 738 shares; 2023Q4: 1,281 shares; 2024Q1: 902 shares 902 $548K 0.04% -379 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 1,204 shares; 2023Q4: 1,272 shares; 2024Q1: 1,276 shares 1,276 $533K 0.04% +4 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 12,000 shares; 2023Q3: 12,000 shares; 2023Q4: 12,000 shares; 2024Q1: 12,000 shares 12,000 $529K 0.04% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 991 shares; 2023Q3: 1,014 shares; 2023Q4: 1,270 shares; 2024Q1: 1,048 shares 1,048 $519K 0.04% -222 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,596 shares; 2023Q3: 2,521 shares; 2023Q4: 2,459 shares; 2024Q1: 2,464 shares 2,464 $514K 0.04% +5 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,855 shares; 2023Q3: 1,856 shares; 2023Q4: 1,867 shares; 2024Q1: 1,870 shares 1,870 $510K 0.04% +3 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 957 shares; 2023Q4: 957 shares; 2024Q1: 957 shares 957 $502K 0.04% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,901 shares; 2023Q3: 5,901 shares; 2023Q4: 5,901 shares; 2024Q1: 5,853 shares 5,853 $492K 0.04% -48 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,501 shares; 2023Q3: 2,023 shares; 2023Q4: 2,919 shares; 2024Q1: 2,748 shares 2,748 $481K 0.04% -171 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,269 shares; 2023Q3: 1,267 shares; 2023Q4: 1,292 shares; 2024Q1: 2,327 shares 2,327 $479K 0.04% +1,035 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 6,442 shares; 2023Q3: 6,442 shares; 2023Q4: 4,380 shares; 2024Q1: 4,441 shares 4,441 $478K 0.04% +61 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 7,354 shares; 2023Q3: 7,324 shares; 2023Q4: 7,200 shares; 2024Q1: 7,242 shares 7,242 $473K 0.04% +42 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 6,236 shares; 2023Q3: 6,249 shares; 2023Q4: 5,463 shares; 2024Q1: 5,466 shares 5,466 $469K 0.04% +3 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 8,572 shares; 2023Q4: 8,572 shares; 2024Q1: 8,156 shares 8,156 $469K 0.04% -416 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 407 shares; 2023Q4: 484 shares; 2024Q1: 409 shares 409 $462K 0.03% -75 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 25,727 shares; 2023Q3: 26,024 shares; 2023Q4: 26,154 shares; 2024Q1: 17,963 shares 17,963 $459K 0.03% -8,191 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,000 shares; 2023Q3: 4,000 shares; 2023Q4: 4,000 shares; 2024Q1: 4,000 shares 4,000 $457K 0.03% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,651 shares; 2023Q3: 3,651 shares; 2023Q4: 4,337 shares; 2024Q1: 4,101 shares 4,101 $453K 0.03% -236 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 975 shares; 2023Q3: 975 shares; 2023Q4: 982 shares; 2024Q1: 807 shares 807 $433K 0.03% -175 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,039 shares; 2023Q3: 2,017 shares; 2023Q4: 2,017 shares; 2024Q1: 2,351 shares 2,351 $429K 0.03% +334 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,041 shares; 2023Q3: 2,052 shares; 2023Q4: 2,584 shares; 2024Q1: 2,173 shares 2,173 $419K 0.03% -411 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 8,454 shares; 2023Q3: 8,475 shares; 2023Q4: 8,454 shares; 2024Q1: 8,240 shares 8,240 $411K 0.03% -214 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 12,332 shares; 2023Q3: 12,599 shares; 2023Q4: 11,796 shares; 2024Q1: 11,800 shares 11,800 $409K 0.03% +4 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 324 shares; 2023Q3: 421 shares; 2023Q4: 282 shares; 2024Q1: 299 shares 299 $396K 0.03% +17 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,935 shares; 2023Q3: 4,935 shares; 2023Q4: 4,935 shares; 2024Q1: 4,935 shares 4,935 $394K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,025 shares; 2023Q3: 2,025 shares; 2023Q4: 2,025 shares; 2024Q1: 2,025 shares 2,025 $392K 0.03% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 6,327 shares; 2023Q3: 6,982 shares; 2023Q4: 6,623 shares; 2024Q1: 6,369 shares 6,369 $390K 0.03% -254 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 8,767 shares; 2023Q3: 8,767 shares; 2023Q4: 8,767 shares; 2024Q1: 9,449 shares 9,449 $388K 0.03% +682 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 2,448 shares; 2023Q4: 2,464 shares; 2024Q1: 2,420 shares 2,420 $387K 0.03% -44 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,054 shares; 2023Q3: 1,303 shares; 2023Q4: 1,247 shares; 2024Q1: 1,096 shares 1,096 $380K 0.03% -151 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 902 shares; 2023Q3: 1,388 shares; 2023Q4: 1,098 shares; 2024Q1: 1,098 shares 1,098 $378K 0.03% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 999 shares; 2023Q3: 1,814 shares; 2023Q4: 1,508 shares; 2024Q1: 1,503 shares 1,503 $375K 0.03% -5 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,834 shares; 2023Q3: 2,949 shares; 2023Q4: 3,090 shares; 2024Q1: 3,195 shares 3,195 $371K 0.03% +105 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 8,916 shares; 2023Q3: 8,890 shares; 2023Q4: 8,890 shares; 2024Q1: 8,890 shares 8,890 $370K 0.03% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 2,675 shares; 2023Q4: 2,872 shares; 2024Q1: 3,239 shares 3,239 $368K 0.03% +367 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 255 shares; 2023Q3: 378 shares; 2023Q4: 352 shares; 2024Q1: 361 shares 361 $367K 0.03% +9 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,727 shares; 2023Q3: 1,729 shares; 2023Q4: 1,736 shares; 2024Q1: 1,736 shares 1,736 $356K 0.03% 0 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 18,773 shares; 2023Q3: 20,344 shares; 2023Q4: 15,310 shares; 2024Q1: 9,166 shares 9,166 $346K 0.03% -6,144 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 6,017 shares; 2023Q4: 5,981 shares; 2024Q1: 5,981 shares 5,981 $341K 0.03% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 14,362 shares; 2023Q3: 14,538 shares; 2023Q4: 14,683 shares; 2024Q1: 14,683 shares 14,683 $338K 0.03% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,850 shares 2,850 $336K 0.03% new Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 10,719 shares; 2024Q1: 10,719 shares 10,719 $330K 0.03% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 544 shares; 2023Q3: 681 shares; 2023Q4: 652 shares; 2024Q1: 653 shares 653 $329K 0.02% +1 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,807 shares; 2023Q3: 3,297 shares; 2023Q4: 3,142 shares; 2024Q1: 3,236 shares 3,236 $328K 0.02% +94 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 329 shares; 2024Q1: 333 shares 333 $323K 0.02% +4 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 507 shares; 2023Q4: 594 shares; 2024Q1: 622 shares 622 $323K 0.02% +28 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 7,569 shares; 2023Q3: 7,184 shares; 2023Q4: 7,184 shares; 2024Q1: 7,184 shares 7,184 $309K 0.02% 0 Timeline STLA STELLANTIS N.V More: the full row for STELLANTIS N.V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 10,373 shares; 2024Q1: 10,778 shares 10,778 $305K 0.02% +405 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,568 shares; 2023Q3: 1,668 shares; 2023Q4: 1,647 shares; 2024Q1: 4,942 shares 4,942 $297K 0.02% +3,295 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,080 shares; 2023Q3: 1,007 shares; 2023Q4: 845 shares; 2024Q1: 780 shares 780 $283K 0.02% -65 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 34,450 shares; 2023Q3: 35,355 shares; 2023Q4: 55,002 shares; 2024Q1: 58,494 shares 58,494 $283K 0.02% +3,492 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,393 shares; 2023Q3: 2,393 shares; 2023Q4: 2,393 shares; 2024Q1: 2,393 shares 2,393 $280K 0.02% 0 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 44,226 shares; 2023Q3: 28,822 shares; 2023Q4: 14,875 shares; 2024Q1: 12,160 shares 12,160 $276K 0.02% -2,715 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 6,983 shares; 2023Q4: 6,976 shares; 2024Q1: 7,020 shares 7,020 $274K 0.02% +44 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 2,177 shares; 2023Q4: 2,205 shares; 2024Q1: 2,211 shares 2,211 $272K 0.02% +6 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 887 shares; 2023Q3: 887 shares; 2023Q4: 874 shares; 2024Q1: 4,370 shares 4,370 $265K 0.02% +3,496 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,010 shares 2,010 $264K 0.02% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,616 shares 1,616 $264K 0.02% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 767 shares; 2024Q1: 737 shares 737 $264K 0.02% -30 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,698 shares; 2023Q3: 2,115 shares; 2023Q4: 1,998 shares; 2024Q1: 2,010 shares 2,010 $262K 0.02% +12 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 816 shares 816 $259K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,440 shares; 2023Q3: 1,440 shares; 2023Q4: 1,440 shares; 2024Q1: 1,440 shares 1,440 $244K 0.02% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,630 shares; 2023Q3: 1,632 shares; 2023Q4: 1,637 shares; 2024Q1: 1,637 shares 1,637 $243K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 4,917 shares; 2023Q4: 4,890 shares; 2024Q1: 4,890 shares 4,890 $241K 0.02% 0 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,609 shares 4,609 $240K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,426 shares; 2023Q3: 3,958 shares; 2023Q4: 3,438 shares; 2024Q1: 3,548 shares 3,548 $237K 0.02% +110 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 620 shares; 2024Q1: 552 shares 552 $235K 0.02% -68 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 807 shares; 2024Q1: 817 shares 817 $232K 0.02% +10 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,891 shares; 2024Q1: 1,303 shares 1,303 $231K 0.02% -588 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,514 shares 2,514 $226K 0.02% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,090 shares 4,090 $222K 0.02% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 723 shares; 2023Q3: 874 shares; 2023Q4: 851 shares; 2024Q1: 784 shares 784 $221K 0.02% -67 Timeline PRF 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,700 shares; 2024Q1: 5,700 shares 5,700 $219K 0.02% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 770 shares; 2024Q1: 766 shares 766 $218K 0.02% -4 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 2,786 shares; 2023Q4: 2,200 shares; 2024Q1: 2,200 shares 2,200 $215K 0.02% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,765 shares 1,765 $215K 0.02% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 457 shares; 2024Q1: 286 shares 286 $209K 0.02% -171 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 18,105 shares; 2023Q3: 29,533 shares; 2023Q4: 23,633 shares; 2024Q1: 11,428 shares 11,428 $205K 0.02% -12,205 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,132 shares; 2023Q3: not reported; 2023Q4: 1,188 shares; 2024Q1: 1,190 shares 1,190 $204K 0.02% +2 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,191 shares 1,191 $202K 0.02% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,582 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,483 shares 2,483 $200K 0.02% new Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 10,290 shares 10,290 $184K 0.01% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 15,536 shares; 2023Q3: 15,536 shares; 2023Q4: 15,036 shares; 2024Q1: 11,681 shares 11,681 $172K 0.01% -3,355 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 11,579 shares; 2023Q4: 11,727 shares; 2024Q1: 15,967 shares 15,967 $142K 0.01% +4,240 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 21,523 shares; 2023Q4: not reported; 2024Q1: 36,012 shares 36,012 $127K 0.01% new Timeline FIRY FIRY INC More: the full row for FIRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 18,714 shares; 2023Q3: 18,714 shares; 2023Q4: 18,714 shares; 2024Q1: 18,714 shares 18,714 $121K 0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 12,477 shares; 2023Q3: 12,477 shares; 2023Q4: 12,477 shares; 2024Q1: 12,477 shares 12,477 $94K 0.01% 0 Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 15,142 shares; 2024Q1: 14,875 shares 14,875 $90K 0.01% -267 Timeline PDM PIEDMONT REALTY TRUST INC More: the full row for PIEDMONT REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 10,076 shares; 2024Q1: 10,883 shares 10,883 $76.5K 0.01% +807 Timeline FINV FINVOLUTION GROUP More: the full row for FINVOLUTION GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 10,727 shares; 2023Q3: 11,050 shares; 2023Q4: not reported; 2024Q1: 14,811 shares 14,811 $74.6K 0.01% new Timeline ICL ICL GROUP LTD More: the full row for ICL GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 13,663 shares 13,663 $73.5K 0.01% new Timeline BLND BLEND LABS INC More: the full row for BLEND LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 22,222 shares 22,222 $72.2K 0.01% new Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 16,933 shares; 2023Q4: not reported; 2024Q1: 12,027 shares 12,027 $69.2K 0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 11,645 shares; 2023Q4: 17,289 shares; 2024Q1: 15,950 shares 15,950 $48.6K <0.01% -1,339 Timeline NEKTAR THERAPEUTICS NEKTAR THERAPEUTICS More: the full row for NEKTAR THERAPEUTICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 51,500 shares; 2023Q3: 51,500 shares; 2023Q4: 51,500 shares; 2024Q1: 51,500 shares 51,500 $48.1K <0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 13,043 shares; 2023Q3: 20,869 shares; 2023Q4: 20,869 shares; 2024Q1: 20,869 shares 20,869 $46.5K <0.01% 0 MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 11,274 shares 11,274 $44.9K <0.01% new Timeline