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; 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; 2024Q2: 6,751,837 shares 6,751,837 $216M 15.75% +60,635 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; 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; 2024Q2: 5,921,256 shares 5,921,256 $156M 11.37% +76,864 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; 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; 2024Q2: 1,390,802 shares 1,390,802 $125M 9.15% +57,385 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 201,063 shares; 2023Q3: 186,268 shares; 2023Q4: 169,368 shares; 2024Q1: 1,992,838 shares; 2024Q2: 2,949,526 shares 2,949,526 $65.2M 4.75% +956,688 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 776,015 shares; 2023Q3: 836,038 shares; 2023Q4: 913,037 shares; 2024Q1: 989,422 shares; 2024Q2: 1,029,188 shares 1,029,188 $64.1M 4.67% +39,766 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; 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; 2024Q2: 4,560,031 shares 4,560,031 $58.8M 4.29% -55,246 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; 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; 2024Q2: 1,704,724 shares 1,704,724 $55M 4.01% -33,970 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 652,583 shares; 2023Q3: 700,455 shares; 2023Q4: 753,882 shares; 2024Q1: 825,490 shares; 2024Q2: 862,635 shares 862,635 $52.7M 3.84% +37,145 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 583,189 shares; 2023Q3: 611,052 shares; 2023Q4: 657,564 shares; 2024Q1: 690,303 shares; 2024Q2: 713,921 shares 713,921 $42.9M 3.13% +23,618 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 242,205 shares; 2023Q3: 271,580 shares; 2023Q4: 271,579 shares; 2024Q1: 250,585 shares; 2024Q2: 250,572 shares 250,572 $32.5M 2.37% -13 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 202,403 shares; 2023Q3: 219,216 shares; 2023Q4: 232,198 shares; 2024Q1: 217,986 shares; 2024Q2: 238,365 shares 238,365 $32.2M 2.35% +20,379 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 22,720 shares; 2023Q3: 23,088 shares; 2023Q4: 23,187 shares; 2024Q1: 23,143 shares; 2024Q2: 239,952 shares 239,952 $29.6M 2.16% +216,809 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; 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; 2024Q2: 2,645,275 shares 2,645,275 $29.4M 2.14% 0 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 269,485 shares; 2023Q3: 289,906 shares; 2023Q4: 293,261 shares; 2024Q1: 268,582 shares; 2024Q2: 268,567 shares 268,567 $29.2M 2.13% -15 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 89,316 shares; 2023Q3: 96,892 shares; 2023Q4: 99,653 shares; 2024Q1: 91,483 shares; 2024Q2: 125,085 shares 125,085 $26.3M 1.92% +33,602 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 367,675 shares; 2023Q3: 378,638 shares; 2023Q4: 392,325 shares; 2024Q1: 448,318 shares; 2024Q2: 500,611 shares 500,611 $17.5M 1.27% +52,293 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 281,414 shares; 2023Q3: 281,414 shares; 2023Q4: 281,414 shares; 2024Q1: 281,189 shares; 2024Q2: 280,530 shares 280,530 $16.5M 1.2% -659 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 338,170 shares; 2023Q3: 366,050 shares; 2023Q4: 378,936 shares; 2024Q1: 443,883 shares; 2024Q2: 497,314 shares 497,314 $16.4M 1.19% +53,431 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 319,473 shares; 2023Q3: 312,469 shares; 2023Q4: 308,000 shares; 2024Q1: 300,300 shares; 2024Q2: 296,989 shares 296,989 $15.4M 1.12% -3,311 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 227,244 shares; 2023Q3: 236,347 shares; 2023Q4: 236,350 shares; 2024Q1: 231,696 shares; 2024Q2: 224,062 shares 224,062 $14.9M 1.08% -7,634 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 33,794 shares; 2023Q3: 174,024 shares; 2023Q4: 192,110 shares; 2024Q1: 185,495 shares; 2024Q2: 185,623 shares 185,623 $13.5M 0.98% +128 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 32,135 shares; 2023Q3: 26,117 shares; 2023Q4: 26,088 shares; 2024Q1: 26,180 shares; 2024Q2: 26,730 shares 26,730 $13.4M 0.98% +550 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 49,989 shares; 2023Q3: 50,555 shares; 2023Q4: 48,812 shares; 2024Q1: 72,203 shares; 2024Q2: 71,579 shares 71,579 $13.1M 0.96% -624 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,335,449 shares; 2024Q1: 1,183,779 shares; 2024Q2: 1,106,051 shares 1,106,051 $10.7M 0.78% -77,728 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 16,815 shares; 2023Q3: 19,238 shares; 2023Q4: 20,533 shares; 2024Q1: 19,123 shares; 2024Q2: 19,383 shares 19,383 $8.66M 0.63% +260 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 18,835 shares; 2023Q3: 18,761 shares; 2023Q4: 19,005 shares; 2024Q1: 17,280 shares; 2024Q2: 17,014 shares 17,014 $8.58M 0.63% -266 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 197,901 shares; 2023Q3: 202,104 shares; 2023Q4: 199,818 shares; 2024Q1: 198,351 shares; 2024Q2: 194,675 shares 194,675 $7.6M 0.55% -3,676 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 165,383 shares; 2023Q3: 189,589 shares; 2023Q4: 189,594 shares; 2024Q1: 166,690 shares; 2024Q2: 166,707 shares 166,707 $7.46M 0.54% +17 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 10,752 shares; 2023Q3: 10,608 shares; 2023Q4: 13,277 shares; 2024Q1: 13,112 shares; 2024Q2: 13,038 shares 13,038 $7.1M 0.52% -74 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 27,266 shares; 2023Q3: 28,514 shares; 2023Q4: 27,207 shares; 2024Q1: 37,666 shares; 2024Q2: 38,827 shares 38,827 $7.07M 0.52% +1,161 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 303,098 shares; 2023Q3: 284,301 shares; 2023Q4: 266,857 shares; 2024Q1: 243,464 shares; 2024Q2: 232,627 shares 232,627 $6.9M 0.5% -10,837 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 106,242 shares; 2023Q3: 116,070 shares; 2023Q4: 133,493 shares; 2024Q1: 160,045 shares; 2024Q2: 174,830 shares 174,830 $5.85M 0.43% +14,785 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 20,649 shares; 2023Q3: 20,649 shares; 2023Q4: 22,179 shares; 2024Q1: 22,179 shares; 2024Q2: 22,179 shares 22,179 $5.54M 0.4% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 26,580 shares; 2023Q3: 26,423 shares; 2023Q4: 25,668 shares; 2024Q1: 25,384 shares; 2024Q2: 24,974 shares 24,974 $4.26M 0.31% -410 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 28,820 shares; 2023Q3: 28,835 shares; 2023Q4: 28,893 shares; 2024Q1: 27,846 shares; 2024Q2: 27,835 shares 27,835 $4.22M 0.31% -11 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 20,658 shares; 2023Q3: 22,128 shares; 2023Q4: 23,273 shares; 2024Q1: 21,042 shares; 2024Q2: 21,107 shares 21,107 $4.08M 0.3% +65 Timeline DAY DAYFORCE INC More: the full row for DAYFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 83,447 shares; 2023Q3: 83,453 shares; 2023Q4: 83,460 shares; 2024Q1: 81,412 shares; 2024Q2: 81,419 shares 81,419 $4.04M 0.29% +7 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; 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; 2024Q2: 2,171,163 shares 2,171,163 $3.99M 0.29% 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 16,367 shares; 2023Q3: 16,315 shares; 2023Q4: 16,717 shares; 2024Q1: 16,826 shares; 2024Q2: 18,404 shares 18,404 $3.72M 0.27% +1,578 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,728 shares; 2023Q3: 6,815 shares; 2023Q4: 7,269 shares; 2024Q1: 8,452 shares; 2024Q2: 12,212 shares 12,212 $3.27M 0.24% +3,760 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 10,313 shares; 2023Q4: 10,328 shares; 2024Q1: 8,716 shares; 2024Q2: 8,513 shares 8,513 $3.26M 0.24% -203 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 52,857 shares; 2023Q3: 48,043 shares; 2023Q4: 41,765 shares; 2024Q1: 40,866 shares; 2024Q2: 38,910 shares 38,910 $3.19M 0.23% -1,956 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 56,115 shares; 2023Q3: 56,163 shares; 2023Q4: 56,163 shares; 2024Q1: 56,163 shares; 2024Q2: 52,886 shares 52,886 $3.19M 0.23% -3,277 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 15,530 shares; 2023Q3: 15,477 shares; 2023Q4: 15,446 shares; 2024Q1: 15,276 shares; 2024Q2: 15,234 shares 15,234 $3.09M 0.23% -42 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 15,617 shares; 2023Q3: 15,655 shares; 2023Q4: 15,823 shares; 2024Q1: 16,596 shares; 2024Q2: 15,470 shares 15,470 $3.06M 0.22% -1,126 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 21,310 shares; 2023Q3: 21,719 shares; 2023Q4: 42,272 shares; 2024Q1: 42,466 shares; 2024Q2: 42,417 shares 42,417 $3.05M 0.22% -49 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 6,077 shares; 2023Q3: 6,229 shares; 2023Q4: 6,786 shares; 2024Q1: 6,998 shares; 2024Q2: 7,356 shares 7,356 $2.99M 0.22% +358 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,357 shares; 2023Q3: 3,426 shares; 2023Q4: 3,457 shares; 2024Q1: 3,444 shares; 2024Q2: 3,436 shares 3,436 $2.7M 0.2% -8 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 15,400 shares; 2023Q3: 20,441 shares; 2023Q4: 23,574 shares; 2024Q1: 23,579 shares; 2024Q2: 23,585 shares 23,585 $2.66M 0.19% +6 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 74,047 shares; 2023Q3: 73,992 shares; 2023Q4: 73,582 shares; 2024Q1: 73,286 shares; 2024Q2: 72,998 shares 72,998 $2.62M 0.19% -288 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 30,800 shares; 2023Q3: 31,292 shares; 2023Q4: 29,745 shares; 2024Q1: 31,460 shares; 2024Q2: 31,224 shares 31,224 $2.34M 0.17% -236 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 60,644 shares; 2023Q3: 60,846 shares; 2023Q4: 60,514 shares; 2024Q1: 60,031 shares; 2024Q2: 60,034 shares 60,034 $2.23M 0.16% +3 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 45,972 shares; 2023Q3: 38,777 shares; 2023Q4: 38,602 shares; 2024Q1: 35,755 shares; 2024Q2: 34,315 shares 34,315 $2.23M 0.16% -1,440 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 49,244 shares; 2023Q3: 37,150 shares; 2023Q4: 22,853 shares; 2024Q1: 36,616 shares; 2024Q2: 36,764 shares 36,764 $2.18M 0.16% +148 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 56,769 shares; 2023Q3: 153,669 shares; 2023Q4: 153,669 shares; 2024Q1: 153,669 shares; 2024Q2: 153,669 shares 153,669 $2.17M 0.16% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 158,131 shares; 2023Q3: 158,131 shares; 2023Q4: 158,131 shares; 2024Q1: 158,131 shares; 2024Q2: 158,131 shares 158,131 $2.16M 0.16% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 91,313 shares; 2023Q3: 91,265 shares; 2023Q4: 91,265 shares; 2024Q1: 89,952 shares; 2024Q2: 82,657 shares 82,657 $2.14M 0.16% -7,295 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,534 shares; 2023Q3: 2,506 shares; 2023Q4: 3,596 shares; 2024Q1: 3,477 shares; 2024Q2: 4,369 shares 4,369 $2.09M 0.15% +892 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 32,956 shares; 2023Q3: 32,802 shares; 2023Q4: 32,923 shares; 2024Q1: 28,504 shares; 2024Q2: 24,781 shares 24,781 $2.08M 0.15% -3,723 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 71,381 shares; 2023Q3: 68,760 shares; 2023Q4: 68,767 shares; 2024Q1: 51,797 shares; 2024Q2: 49,801 shares 49,801 $1.96M 0.14% -1,996 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 9,228 shares; 2023Q3: 8,569 shares; 2023Q4: 8,328 shares; 2024Q1: 8,328 shares; 2024Q2: 7,968 shares 7,968 $1.93M 0.14% -360 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 7,290 shares; 2023Q3: 7,292 shares; 2023Q4: 7,311 shares; 2024Q1: 7,311 shares; 2024Q2: 7,292 shares 7,292 $1.82M 0.13% -19 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 21,547 shares; 2023Q3: 21,178 shares; 2023Q4: 20,078 shares; 2024Q1: 20,677 shares; 2024Q2: 23,255 shares 23,255 $1.78M 0.13% +2,578 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,112 shares; 2023Q3: 3,176 shares; 2023Q4: 3,143 shares; 2024Q1: 3,129 shares; 2024Q2: 2,587 shares 2,587 $1.7M 0.12% -542 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 9,328 shares; 2023Q3: 9,266 shares; 2023Q4: 9,394 shares; 2024Q1: 9,266 shares; 2024Q2: 9,450 shares 9,450 $1.65M 0.12% +184 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 12,630 shares; 2023Q3: 12,630 shares; 2023Q4: 12,630 shares; 2024Q1: 12,630 shares; 2024Q2: 12,630 shares 12,630 $1.53M 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 8,147 shares; 2023Q3: 8,345 shares; 2023Q4: 8,450 shares; 2024Q1: 8,842 shares; 2024Q2: 10,318 shares 10,318 $1.51M 0.11% +1,476 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,116 shares; 2023Q3: 5,031 shares; 2023Q4: 4,991 shares; 2024Q1: 4,991 shares; 2024Q2: 4,991 shares 4,991 $1.48M 0.11% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 9,060 shares; 2023Q3: 9,217 shares; 2023Q4: 8,495 shares; 2024Q1: 8,516 shares; 2024Q2: 8,799 shares 8,799 $1.43M 0.1% +283 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 21,260 shares; 2023Q3: 22,080 shares; 2023Q4: 22,647 shares; 2024Q1: 22,245 shares; 2024Q2: 21,964 shares 21,964 $1.41M 0.1% -281 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,540 shares; 2023Q3: 5,540 shares; 2023Q4: 5,715 shares; 2024Q1: 5,715 shares; 2024Q2: 5,648 shares 5,648 $1.23M 0.09% -67 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,393 shares; 2023Q3: 3,208 shares; 2023Q4: 4,467 shares; 2024Q1: 4,334 shares; 2024Q2: 4,392 shares 4,392 $1.13M 0.08% +58 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,137 shares; 2023Q3: 4,329 shares; 2023Q4: 4,219 shares; 2024Q1: 4,225 shares; 2024Q2: 4,870 shares 4,870 $1.13M 0.08% +645 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,900 shares; 2023Q3: 2,900 shares; 2023Q4: 3,120 shares; 2024Q1: 2,900 shares; 2024Q2: 2,934 shares 2,934 $1.07M 0.08% +34 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 22,160 shares; 2023Q3: 22,132 shares; 2023Q4: 22,082 shares; 2024Q1: 21,017 shares; 2024Q2: 21,016 shares 21,016 $1.04M 0.08% -1 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 9,420 shares; 2024Q2: 9,420 shares 9,420 $1.02M 0.07% 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,406 shares; 2023Q3: 2,785 shares; 2023Q4: 3,333 shares; 2024Q1: 4,440 shares; 2024Q2: 5,569 shares 5,569 $968K 0.07% +1,129 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 665 shares; 2023Q3: 810 shares; 2023Q4: 834 shares; 2024Q1: 999 shares; 2024Q2: 1,037 shares 1,037 $939K 0.07% +38 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,121 shares; 2023Q3: 2,063 shares; 2023Q4: 2,057 shares; 2024Q1: 2,057 shares; 2024Q2: 1,704 shares 1,704 $932K 0.07% -353 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,634 shares; 2023Q3: 1,634 shares; 2023Q4: 1,734 shares; 2024Q1: 1,734 shares; 2024Q2: 1,734 shares 1,734 $928K 0.07% 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,132 shares; 2023Q3: 3,472 shares; 2023Q4: 3,473 shares; 2024Q1: 3,348 shares; 2024Q2: 3,489 shares 3,489 $916K 0.07% +141 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 17,223 shares; 2024Q2: 17,223 shares 17,223 $904K 0.07% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 6,878 shares; 2023Q3: 6,875 shares; 2023Q4: 6,875 shares; 2024Q1: 6,875 shares; 2024Q2: 7,100 shares 7,100 $903K 0.07% +225 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 457 shares; 2024Q1: 286 shares; 2024Q2: 1,056 shares 1,056 $897K 0.07% +770 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 53,625 shares; 2023Q3: 53,835 shares; 2023Q4: 53,825 shares; 2024Q1: 53,825 shares; 2024Q2: 53,980 shares 53,980 $897K 0.07% +155 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 98,050 shares; 2023Q3: 98,050 shares; 2023Q4: 98,050 shares; 2024Q1: 98,050 shares; 2024Q2: 98,050 shares 98,050 $884K 0.06% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,528 shares; 2023Q3: 2,035 shares; 2023Q4: 1,811 shares; 2024Q1: 2,116 shares; 2024Q2: 1,947 shares 1,947 $859K 0.06% -169 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,940 shares; 2023Q3: 4,818 shares; 2023Q4: 4,918 shares; 2024Q1: 4,760 shares; 2024Q2: 5,033 shares 5,033 $830K 0.06% +273 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,874 shares; 2023Q3: 5,627 shares; 2023Q4: 5,877 shares; 2024Q1: 5,808 shares; 2024Q2: 8,223 shares 8,223 $826K 0.06% +2,415 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,249 shares; 2023Q3: 5,888 shares; 2023Q4: 5,940 shares; 2024Q1: 5,229 shares; 2024Q2: 6,653 shares 6,653 $824K 0.06% +1,424 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,010 shares; 2023Q3: 3,011 shares; 2023Q4: 3,015 shares; 2024Q1: 2,605 shares; 2024Q2: 2,608 shares 2,608 $818K 0.06% +3 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 11,911 shares; 2023Q3: 11,674 shares; 2023Q4: 11,525 shares; 2024Q1: 11,101 shares; 2024Q2: 10,793 shares 10,793 $784K 0.06% -308 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,001 shares; 2023Q3: 4,646 shares; 2023Q4: 4,646 shares; 2024Q1: 4,646 shares; 2024Q2: 4,486 shares 4,486 $757K 0.06% -160 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,475 shares; 2023Q3: 4,483 shares; 2023Q4: 4,516 shares; 2024Q1: 4,552 shares; 2024Q2: 4,790 shares 4,790 $749K 0.05% +238 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,690 shares; 2023Q3: 2,302 shares; 2023Q4: 2,304 shares; 2024Q1: 2,145 shares; 2024Q2: 2,167 shares 2,167 $746K 0.05% +22 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,333 shares; 2023Q3: 3,739 shares; 2023Q4: 3,691 shares; 2024Q1: 4,956 shares; 2024Q2: 5,156 shares 5,156 $736K 0.05% +200 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,445 shares; 2023Q3: 3,441 shares; 2023Q4: 3,360 shares; 2024Q1: 3,787 shares; 2024Q2: 3,732 shares 3,732 $726K 0.05% -55 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 7,967 shares; 2023Q3: 7,549 shares; 2023Q4: 7,134 shares; 2024Q1: 7,140 shares; 2024Q2: 7,092 shares 7,092 $715K 0.05% -48 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 8,572 shares; 2023Q4: 8,572 shares; 2024Q1: 8,156 shares; 2024Q2: 12,279 shares 12,279 $698K 0.05% +4,123 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,009 shares; 2023Q3: 3,398 shares; 2023Q4: 3,173 shares; 2024Q1: 3,581 shares; 2024Q2: 2,937 shares 2,937 $693K 0.05% -644 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,884 shares; 2023Q3: 3,418 shares; 2023Q4: 2,934 shares; 2024Q1: 3,188 shares; 2024Q2: 4,024 shares 4,024 $690K 0.05% +836 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,062 shares; 2023Q3: 2,062 shares; 2023Q4: 2,062 shares; 2024Q1: 2,062 shares; 2024Q2: 2,062 shares 2,062 $648K 0.05% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 14,201 shares; 2023Q3: 15,686 shares; 2023Q4: 16,043 shares; 2024Q1: 15,526 shares; 2024Q2: 14,212 shares 14,212 $622K 0.05% -1,314 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 1,204 shares; 2023Q4: 1,272 shares; 2024Q1: 1,276 shares; 2024Q2: 1,313 shares 1,313 $615K 0.04% +37 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 7,404 shares; 2023Q3: 8,196 shares; 2023Q4: 7,603 shares; 2024Q1: 7,406 shares; 2024Q2: 8,148 shares 8,148 $614K 0.04% +742 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 991 shares; 2023Q3: 1,014 shares; 2023Q4: 1,270 shares; 2024Q1: 1,048 shares; 2024Q2: 1,194 shares 1,194 $608K 0.04% +146 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,501 shares; 2023Q3: 2,023 shares; 2023Q4: 2,919 shares; 2024Q1: 2,748 shares; 2024Q2: 3,538 shares 3,538 $584K 0.04% +790 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,218 shares 1,218 $569K 0.04% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 668 shares; 2023Q3: 738 shares; 2023Q4: 1,281 shares; 2024Q1: 902 shares; 2024Q2: 839 shares 839 $566K 0.04% -63 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,269 shares; 2023Q3: 1,267 shares; 2023Q4: 1,292 shares; 2024Q1: 2,327 shares; 2024Q2: 2,661 shares 2,661 $561K 0.04% +334 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 12,000 shares; 2023Q3: 12,000 shares; 2023Q4: 12,000 shares; 2024Q1: 12,000 shares; 2024Q2: 12,000 shares 12,000 $553K 0.04% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 957 shares; 2023Q4: 957 shares; 2024Q1: 957 shares; 2024Q2: 957 shares 957 $552K 0.04% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,860 shares; 2023Q3: 4,860 shares; 2023Q4: 4,860 shares; 2024Q1: 4,860 shares; 2024Q2: 4,633 shares 4,633 $550K 0.04% -227 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 42,946 shares; 2023Q3: 44,074 shares; 2023Q4: 43,593 shares; 2024Q1: 40,450 shares; 2024Q2: 9,470 shares 9,470 $538K 0.04% -30,980 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 12,332 shares; 2023Q3: 12,599 shares; 2023Q4: 11,796 shares; 2024Q1: 11,800 shares; 2024Q2: 11,822 shares 11,822 $521K 0.04% +22 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 6,236 shares; 2023Q3: 6,249 shares; 2023Q4: 5,463 shares; 2024Q1: 5,466 shares; 2024Q2: 5,720 shares 5,720 $511K 0.04% +254 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 507 shares; 2023Q4: 594 shares; 2024Q1: 622 shares; 2024Q2: 932 shares 932 $505K 0.04% +310 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 6,442 shares; 2023Q3: 6,442 shares; 2023Q4: 4,380 shares; 2024Q1: 4,441 shares; 2024Q2: 4,694 shares 4,694 $500K 0.04% +253 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,568 shares; 2023Q3: 1,668 shares; 2023Q4: 1,647 shares; 2024Q1: 4,942 shares; 2024Q2: 7,203 shares 7,203 $488K 0.04% +2,261 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,901 shares; 2023Q3: 5,901 shares; 2023Q4: 5,901 shares; 2024Q1: 5,853 shares; 2024Q2: 5,853 shares 5,853 $475K 0.03% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 975 shares; 2023Q3: 975 shares; 2023Q4: 982 shares; 2024Q1: 807 shares; 2024Q2: 809 shares 809 $472K 0.03% +2 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 9,700 shares 9,700 $459K 0.03% new Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 16,290 shares; 2023Q3: 16,290 shares; 2023Q4: 15,622 shares; 2024Q1: 12,726 shares; 2024Q2: 7,346 shares 7,346 $453K 0.03% -5,380 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 6,327 shares; 2023Q3: 6,982 shares; 2023Q4: 6,623 shares; 2024Q1: 6,369 shares; 2024Q2: 7,004 shares 7,004 $446K 0.03% +635 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,000 shares; 2023Q3: 4,000 shares; 2023Q4: 4,000 shares; 2024Q1: 4,000 shares; 2024Q2: 4,000 shares 4,000 $441K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,651 shares; 2023Q3: 3,651 shares; 2023Q4: 4,337 shares; 2024Q1: 4,101 shares; 2024Q2: 4,101 shares 4,101 $437K 0.03% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 7,354 shares; 2023Q3: 7,324 shares; 2023Q4: 7,200 shares; 2024Q1: 7,242 shares; 2024Q2: 7,382 shares 7,382 $437K 0.03% +140 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 999 shares; 2023Q3: 1,814 shares; 2023Q4: 1,508 shares; 2024Q1: 1,503 shares; 2024Q2: 1,746 shares 1,746 $436K 0.03% +243 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 324 shares; 2023Q3: 421 shares; 2023Q4: 282 shares; 2024Q1: 299 shares; 2024Q2: 268 shares 268 $430K 0.03% -31 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,041 shares; 2023Q3: 2,052 shares; 2023Q4: 2,584 shares; 2024Q1: 2,173 shares; 2024Q2: 2,334 shares 2,334 $425K 0.03% +161 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 407 shares; 2023Q4: 484 shares; 2024Q1: 409 shares; 2024Q2: 402 shares 402 $425K 0.03% -7 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,855 shares; 2023Q3: 1,856 shares; 2023Q4: 1,867 shares; 2024Q1: 1,870 shares; 2024Q2: 1,863 shares 1,863 $417K 0.03% -7 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 544 shares; 2023Q3: 681 shares; 2023Q4: 652 shares; 2024Q1: 653 shares; 2024Q2: 744 shares 744 $413K 0.03% +91 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 8,454 shares; 2023Q3: 8,475 shares; 2023Q4: 8,454 shares; 2024Q1: 8,240 shares; 2024Q2: 8,689 shares 8,689 $413K 0.03% +449 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 2,675 shares; 2023Q4: 2,872 shares; 2024Q1: 3,239 shares; 2024Q2: 3,893 shares 3,893 $405K 0.03% +654 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 8,767 shares; 2023Q3: 8,767 shares; 2023Q4: 8,767 shares; 2024Q1: 9,449 shares; 2024Q2: 9,449 shares 9,449 $402K 0.03% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,834 shares; 2023Q3: 2,949 shares; 2023Q4: 3,090 shares; 2024Q1: 3,195 shares; 2024Q2: 3,464 shares 3,464 $399K 0.03% +269 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,935 shares; 2023Q3: 4,935 shares; 2023Q4: 4,935 shares; 2024Q1: 4,935 shares; 2024Q2: 4,935 shares 4,935 $389K 0.03% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 9,003 shares; 2023Q3: 13,041 shares; 2023Q4: 12,278 shares; 2024Q1: 12,831 shares; 2024Q2: 12,504 shares 12,504 $387K 0.03% -327 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,025 shares; 2023Q3: 2,025 shares; 2023Q4: 2,025 shares; 2024Q1: 2,025 shares; 2024Q2: 2,029 shares 2,029 $381K 0.03% +4 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,850 shares; 2024Q2: 2,884 shares 2,884 $379K 0.03% +34 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 14,362 shares; 2023Q3: 14,538 shares; 2023Q4: 14,683 shares; 2024Q1: 14,683 shares; 2024Q2: 14,597 shares 14,597 $370K 0.03% -86 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 329 shares; 2024Q1: 333 shares; 2024Q2: 361 shares 361 $369K 0.03% +28 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 6,983 shares; 2023Q4: 6,976 shares; 2024Q1: 7,020 shares; 2024Q2: 9,438 shares 9,438 $363K 0.03% +2,418 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 770 shares; 2024Q1: 766 shares; 2024Q2: 1,119 shares 1,119 $350K 0.03% +353 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 8,916 shares; 2023Q3: 8,890 shares; 2023Q4: 8,890 shares; 2024Q1: 8,890 shares; 2024Q2: 8,824 shares 8,824 $347K 0.03% -66 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,727 shares; 2023Q3: 1,729 shares; 2023Q4: 1,736 shares; 2024Q1: 1,736 shares; 2024Q2: 1,748 shares 1,748 $344K 0.03% +12 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,450 shares 4,450 $344K 0.03% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,191 shares; 2024Q2: 1,725 shares 1,725 $344K 0.03% +534 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,106 shares 5,106 $342K 0.02% new Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 2,448 shares; 2023Q4: 2,464 shares; 2024Q1: 2,420 shares; 2024Q2: 2,294 shares 2,294 $342K 0.02% -126 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,807 shares; 2023Q3: 3,297 shares; 2023Q4: 3,142 shares; 2024Q1: 3,236 shares; 2024Q2: 3,042 shares 3,042 $335K 0.02% -194 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 6,017 shares; 2023Q4: 5,981 shares; 2024Q1: 5,981 shares; 2024Q2: 6,069 shares 6,069 $333K 0.02% +88 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 10,719 shares; 2024Q1: 10,719 shares; 2024Q2: 10,719 shares 10,719 $331K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 4,917 shares; 2023Q4: 4,890 shares; 2024Q1: 4,890 shares; 2024Q2: 6,870 shares 6,870 $326K 0.02% +1,980 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 902 shares; 2023Q3: 1,388 shares; 2023Q4: 1,098 shares; 2024Q1: 1,098 shares; 2024Q2: 858 shares 858 $321K 0.02% -240 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 18,773 shares; 2023Q3: 20,344 shares; 2023Q4: 15,310 shares; 2024Q1: 9,166 shares; 2024Q2: 9,170 shares 9,170 $309K 0.02% +4 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,393 shares; 2023Q3: 2,393 shares; 2023Q4: 2,393 shares; 2024Q1: 2,393 shares; 2024Q2: 2,393 shares 2,393 $305K 0.02% 0 Timeline RDY DR REDDYS LABS LTD More: the full row for DR REDDYS LABS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,985 shares 3,985 $304K 0.02% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 7,569 shares; 2023Q3: 7,184 shares; 2023Q4: 7,184 shares; 2024Q1: 7,184 shares; 2024Q2: 7,184 shares 7,184 $298K 0.02% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 255 shares; 2023Q3: 378 shares; 2023Q4: 352 shares; 2024Q1: 361 shares; 2024Q2: 329 shares 329 $297K 0.02% -32 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,054 shares; 2023Q3: 1,303 shares; 2023Q4: 1,247 shares; 2024Q1: 1,096 shares; 2024Q2: 974 shares 974 $295K 0.02% -122 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6,500 shares 6,500 $295K 0.02% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 807 shares; 2024Q1: 817 shares; 2024Q2: 868 shares 868 $294K 0.02% +51 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 34,450 shares; 2023Q3: 35,355 shares; 2023Q4: 55,002 shares; 2024Q1: 58,494 shares; 2024Q2: 61,494 shares 61,494 $285K 0.02% +3,000 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,698 shares; 2023Q3: 2,115 shares; 2023Q4: 1,998 shares; 2024Q1: 2,010 shares; 2024Q2: 2,478 shares 2,478 $278K 0.02% +468 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,514 shares; 2024Q2: 2,866 shares 2,866 $278K 0.02% +352 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,609 shares; 2024Q2: 4,802 shares 4,802 $272K 0.02% +193 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,490 shares 3,490 $269K 0.02% new Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 636 shares 636 $268K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 2,177 shares; 2023Q4: 2,205 shares; 2024Q1: 2,211 shares; 2024Q2: 2,234 shares 2,234 $265K 0.02% +23 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 7,494 shares 7,494 $262K 0.02% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,630 shares; 2023Q3: 1,632 shares; 2023Q4: 1,637 shares; 2024Q1: 1,637 shares; 2024Q2: 1,647 shares 1,647 $256K 0.02% +10 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 887 shares; 2023Q3: 887 shares; 2023Q4: 874 shares; 2024Q1: 4,370 shares; 2024Q2: 4,370 shares 4,370 $256K 0.02% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 767 shares; 2024Q1: 737 shares; 2024Q2: 745 shares 745 $253K 0.02% +8 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,616 shares; 2024Q2: 1,769 shares 1,769 $250K 0.02% +153 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,080 shares; 2023Q3: 1,007 shares; 2023Q4: 845 shares; 2024Q1: 780 shares; 2024Q2: 754 shares 754 $249K 0.02% -26 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,158 shares 1,158 $247K 0.02% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,039 shares; 2023Q3: 2,017 shares; 2023Q4: 2,017 shares; 2024Q1: 2,351 shares; 2024Q2: 1,342 shares 1,342 $245K 0.02% -1,009 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6,031 shares 6,031 $240K 0.02% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 816 shares; 2024Q2: 842 shares 842 $238K 0.02% +26 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,440 shares; 2023Q3: 1,440 shares; 2023Q4: 1,440 shares; 2024Q1: 1,440 shares; 2024Q2: 1,440 shares 1,440 $237K 0.02% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,891 shares; 2024Q1: 1,303 shares; 2024Q2: 1,585 shares 1,585 $235K 0.02% +282 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 696 shares 696 $232K 0.02% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 620 shares; 2024Q1: 552 shares; 2024Q2: 519 shares 519 $232K 0.02% -33 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,589 shares 1,589 $231K 0.02% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,700 shares; 2024Q1: 5,700 shares; 2024Q2: 6,070 shares 6,070 $230K 0.02% +370 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,090 shares; 2024Q2: 4,090 shares 4,090 $227K 0.02% 0 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,400 shares 2,400 $226K 0.02% new Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,654 shares 1,654 $214K 0.02% new Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 2,786 shares; 2023Q4: 2,200 shares; 2024Q1: 2,200 shares; 2024Q2: 2,200 shares 2,200 $214K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 10,373 shares; 2024Q1: 10,778 shares; 2024Q2: 10,604 shares 10,604 $210K 0.02% -174 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,310 shares 3,310 $210K 0.02% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 490 shares 490 $209K 0.02% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,476 shares 1,476 $208K 0.02% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,933 shares 1,933 $206K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 723 shares; 2023Q3: 874 shares; 2023Q4: 851 shares; 2024Q1: 784 shares; 2024Q2: 805 shares 805 $205K 0.01% +21 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,000 shares 4,000 $205K 0.01% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,765 shares; 2024Q2: 1,767 shares 1,767 $204K 0.01% +2 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 18,105 shares; 2023Q3: 29,533 shares; 2023Q4: 23,633 shares; 2024Q1: 11,428 shares; 2024Q2: 11,428 shares 11,428 $202K 0.01% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,700 shares 1,700 $202K 0.01% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 11,579 shares; 2023Q4: 11,727 shares; 2024Q1: 15,967 shares; 2024Q2: 20,825 shares 20,825 $185K 0.01% +4,858 Timeline NRDS NERDWALLET INC More: the full row for NERDWALLET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 15,536 shares; 2023Q3: 15,536 shares; 2023Q4: 15,036 shares; 2024Q1: 11,681 shares; 2024Q2: 11,681 shares 11,681 $171K 0.01% 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 44,226 shares; 2023Q3: 28,822 shares; 2023Q4: 14,875 shares; 2024Q1: 12,160 shares; 2024Q2: 12,170 shares 12,170 $154K 0.01% +10 Timeline SKLZ FIRY INC More: the full row for FIRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 18,714 shares; 2023Q3: 18,714 shares; 2023Q4: 18,714 shares; 2024Q1: 18,714 shares; 2024Q2: 18,714 shares 18,714 $134K 0.01% 0 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 21,523 shares; 2023Q4: not reported; 2024Q1: 36,012 shares; 2024Q2: 32,940 shares 32,940 $125K 0.01% -3,072 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 11,472 shares 11,472 $122K 0.01% new Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 10,724 shares 10,724 $116K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 11,645 shares; 2023Q4: 17,289 shares; 2024Q1: 15,950 shares; 2024Q2: 34,924 shares 34,924 $97.8K 0.01% +18,974 Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 15,142 shares; 2024Q1: 14,875 shares; 2024Q2: 14,921 shares 14,921 $91.5K 0.01% +46 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 12,477 shares; 2023Q3: 12,477 shares; 2023Q4: 12,477 shares; 2024Q1: 12,477 shares; 2024Q2: 12,477 shares 12,477 $79.7K 0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 10,076 shares; 2024Q1: 10,883 shares; 2024Q2: 10,134 shares 10,134 $73.5K 0.01% -749 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 51,500 shares; 2023Q3: 51,500 shares; 2023Q4: 51,500 shares; 2024Q1: 51,500 shares; 2024Q2: 51,500 shares 51,500 $63.9K <0.01% 0 FINV FINVOLUTION GROUP More: the full row for FINVOLUTION GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 10,727 shares; 2023Q3: 11,050 shares; 2023Q4: not reported; 2024Q1: 14,811 shares; 2024Q2: 12,155 shares 12,155 $58K <0.01% -2,656 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 22,222 shares; 2024Q2: 22,222 shares 22,222 $52.4K <0.01% 0 Timeline 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 11,274 shares; 2024Q2: 12,051 shares 12,051 $51K <0.01% +777 Timeline CHGG CHEGG INC More: the full row for CHEGG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 10,628 shares 10,628 $33.6K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 13,043 shares; 2023Q3: 20,869 shares; 2023Q4: 20,869 shares; 2024Q1: 20,869 shares; 2024Q2: 20,869 shares 20,869 $30.3K <0.01% 0