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; 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; 2024Q3: 6,737,103 shares; 2024Q4: 6,907,324 shares 6,907,324 $233M 15.05% +170,221 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; 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; 2024Q3: 6,048,287 shares; 2024Q4: 6,336,492 shares 6,336,492 $160M 10.31% +288,205 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; 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; 2024Q3: 1,442,769 shares; 2024Q4: 1,567,202 shares 1,567,202 $152M 9.79% +124,433 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; 2023Q1: restricted; 2023Q2: 776,015 shares; 2023Q3: 836,038 shares; 2023Q4: 913,037 shares; 2024Q1: 989,422 shares; 2024Q2: 1,029,188 shares; 2024Q3: 1,070,814 shares; 2024Q4: 1,179,332 shares 1,179,332 $72.4M 4.67% +108,518 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; 2023Q1: restricted; 2023Q2: 201,063 shares; 2023Q3: 186,268 shares; 2023Q4: 169,368 shares; 2024Q1: 1,992,838 shares; 2024Q2: 2,949,526 shares; 2024Q3: 2,949,846 shares; 2024Q4: 3,021,489 shares 3,021,489 $70.3M 4.53% +71,643 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; 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; 2024Q3: 5,780,925 shares; 2024Q4: 5,530,573 shares 5,530,573 $64.9M 4.18% -250,352 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; 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; 2024Q3: 1,688,997 shares; 2024Q4: 1,670,455 shares 1,670,455 $57.8M 3.72% -18,542 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; 2023Q1: restricted; 2023Q2: 652,583 shares; 2023Q3: 700,455 shares; 2023Q4: 753,882 shares; 2024Q1: 825,490 shares; 2024Q2: 862,635 shares; 2024Q3: 889,348 shares; 2024Q4: 960,483 shares 960,483 $56.5M 3.64% +71,135 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; 2023Q1: restricted; 2023Q2: 583,189 shares; 2023Q3: 611,052 shares; 2023Q4: 657,564 shares; 2024Q1: 690,303 shares; 2024Q2: 713,921 shares; 2024Q3: 722,632 shares; 2024Q4: 750,961 shares 750,961 $48.9M 3.15% +28,329 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; 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; 2024Q3: 4,819,355 shares; 2024Q4: 4,683,097 shares 4,683,097 $48.5M 3.13% -136,258 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 269,485 shares; 2023Q3: 289,906 shares; 2023Q4: 293,261 shares; 2024Q1: 268,582 shares; 2024Q2: 268,567 shares; 2024Q3: 267,032 shares; 2024Q4: 286,794 shares 286,794 $48.1M 3.1% +19,762 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 22,720 shares; 2023Q3: 23,088 shares; 2023Q4: 23,187 shares; 2024Q1: 23,143 shares; 2024Q2: 239,952 shares; 2024Q3: 249,843 shares; 2024Q4: 255,584 shares 255,584 $34.3M 2.21% +5,741 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 242,205 shares; 2023Q3: 271,580 shares; 2023Q4: 271,579 shares; 2024Q1: 250,585 shares; 2024Q2: 250,572 shares; 2024Q3: 237,532 shares; 2024Q4: 235,554 shares 235,554 $33.7M 2.17% -1,978 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 89,316 shares; 2023Q3: 96,892 shares; 2023Q4: 99,653 shares; 2024Q1: 91,483 shares; 2024Q2: 125,085 shares; 2024Q3: 123,989 shares; 2024Q4: 133,913 shares 133,913 $33.5M 2.16% +9,924 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 202,403 shares; 2023Q3: 219,216 shares; 2023Q4: 232,198 shares; 2024Q1: 217,986 shares; 2024Q2: 238,365 shares; 2024Q3: 233,272 shares; 2024Q4: 210,808 shares 210,808 $32.6M 2.1% -22,464 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; 2023Q1: restricted; 2023Q2: 367,675 shares; 2023Q3: 378,638 shares; 2023Q4: 392,325 shares; 2024Q1: 448,318 shares; 2024Q2: 500,611 shares; 2024Q3: 522,743 shares; 2024Q4: 575,789 shares 575,789 $21.8M 1.41% +53,046 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; 2023Q1: restricted; 2023Q2: 338,170 shares; 2023Q3: 366,050 shares; 2023Q4: 378,936 shares; 2024Q1: 443,883 shares; 2024Q2: 497,314 shares; 2024Q3: 523,842 shares; 2024Q4: 584,847 shares 584,847 $19.2M 1.24% +61,005 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; 2023Q1: restricted; 2023Q2: 281,414 shares; 2023Q3: 281,414 shares; 2023Q4: 281,414 shares; 2024Q1: 281,189 shares; 2024Q2: 280,530 shares; 2024Q3: 280,530 shares; 2024Q4: 280,530 shares 280,530 $17.9M 1.15% 0 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; 2023Q1: restricted; 2023Q2: 227,244 shares; 2023Q3: 236,347 shares; 2023Q4: 236,350 shares; 2024Q1: 231,696 shares; 2024Q2: 224,062 shares; 2024Q3: 224,054 shares; 2024Q4: 223,425 shares 223,425 $16.7M 1.08% -629 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; 2023Q1: restricted; 2023Q2: 319,473 shares; 2023Q3: 312,469 shares; 2023Q4: 308,000 shares; 2024Q1: 300,300 shares; 2024Q2: 296,989 shares; 2024Q3: 293,508 shares; 2024Q4: 287,988 shares 287,988 $16M 1.03% -5,520 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; 2023Q1: restricted; 2023Q2: 32,135 shares; 2023Q3: 26,117 shares; 2023Q4: 26,088 shares; 2024Q1: 26,180 shares; 2024Q2: 26,730 shares; 2024Q3: 26,747 shares; 2024Q4: 26,747 shares 26,747 $14.4M 0.93% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 49,989 shares; 2023Q3: 50,555 shares; 2023Q4: 48,812 shares; 2024Q1: 72,203 shares; 2024Q2: 71,579 shares; 2024Q3: 70,839 shares; 2024Q4: 70,340 shares 70,340 $13.4M 0.86% -499 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; 2023Q1: restricted; 2023Q2: 18,835 shares; 2023Q3: 18,761 shares; 2023Q4: 19,005 shares; 2024Q1: 17,280 shares; 2024Q2: 17,014 shares; 2024Q3: 17,517 shares; 2024Q4: 20,407 shares 20,407 $11.9M 0.77% +2,890 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; 2023Q1: restricted; 2023Q2: 33,794 shares; 2023Q3: 174,024 shares; 2023Q4: 192,110 shares; 2024Q1: 185,495 shares; 2024Q2: 185,623 shares; 2024Q3: 185,687 shares; 2024Q4: 185,701 shares 185,701 $11.2M 0.72% +14 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,335,449 shares; 2024Q1: 1,183,779 shares; 2024Q2: 1,106,051 shares; 2024Q3: 1,065,644 shares; 2024Q4: 1,060,883 shares 1,060,883 $10.7M 0.69% -4,761 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 165,383 shares; 2023Q3: 189,589 shares; 2023Q4: 189,594 shares; 2024Q1: 166,690 shares; 2024Q2: 166,707 shares; 2024Q3: 166,819 shares; 2024Q4: 166,895 shares 166,895 $9.07M 0.58% +76 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 16,815 shares; 2023Q3: 19,238 shares; 2023Q4: 20,533 shares; 2024Q1: 19,123 shares; 2024Q2: 19,383 shares; 2024Q3: 20,017 shares; 2024Q4: 21,125 shares 21,125 $8.9M 0.57% +1,108 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; 2023Q1: restricted; 2023Q2: 10,752 shares; 2023Q3: 10,608 shares; 2023Q4: 13,277 shares; 2024Q1: 13,112 shares; 2024Q2: 13,038 shares; 2024Q3: 12,836 shares; 2024Q4: 14,690 shares 14,690 $8.61M 0.55% +1,854 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 27,266 shares; 2023Q3: 28,514 shares; 2023Q4: 27,207 shares; 2024Q1: 37,666 shares; 2024Q2: 38,827 shares; 2024Q3: 37,260 shares; 2024Q4: 39,593 shares 39,593 $7.49M 0.48% +2,333 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 197,901 shares; 2023Q3: 202,104 shares; 2023Q4: 199,818 shares; 2024Q1: 198,351 shares; 2024Q2: 194,675 shares; 2024Q3: 189,708 shares; 2024Q4: 189,015 shares 189,015 $7.02M 0.45% -693 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; 2023Q1: restricted; 2023Q2: 106,242 shares; 2023Q3: 116,070 shares; 2023Q4: 133,493 shares; 2024Q1: 160,045 shares; 2024Q2: 174,830 shares; 2024Q3: 187,166 shares; 2024Q4: 206,360 shares 206,360 $6.84M 0.44% +19,194 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; 2023Q1: restricted; 2023Q2: 303,098 shares; 2023Q3: 284,301 shares; 2023Q4: 266,857 shares; 2024Q1: 243,464 shares; 2024Q2: 232,627 shares; 2024Q3: 215,993 shares; 2024Q4: 213,776 shares 213,776 $6.24M 0.4% -2,217 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 15,617 shares; 2023Q3: 15,655 shares; 2023Q4: 15,823 shares; 2024Q1: 16,596 shares; 2024Q2: 15,470 shares; 2024Q3: 15,869 shares; 2024Q4: 15,341 shares 15,341 $6.2M 0.4% -528 Timeline DAY DAYFORCE INC More: the full row for DAYFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 83,447 shares; 2023Q3: 83,453 shares; 2023Q4: 83,460 shares; 2024Q1: 81,412 shares; 2024Q2: 81,419 shares; 2024Q3: 81,421 shares; 2024Q4: 81,482 shares 81,482 $5.92M 0.38% +61 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; 2023Q1: restricted; 2023Q2: 20,649 shares; 2023Q3: 20,649 shares; 2023Q4: 22,179 shares; 2024Q1: 22,179 shares; 2024Q2: 22,179 shares; 2024Q3: 22,179 shares; 2024Q4: 21,909 shares 21,909 $5.91M 0.38% -270 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; 2023Q1: restricted; 2023Q2: 20,658 shares; 2023Q3: 22,128 shares; 2023Q4: 23,273 shares; 2024Q1: 21,042 shares; 2024Q2: 21,107 shares; 2024Q3: 22,380 shares; 2024Q4: 26,829 shares 26,829 $5.89M 0.38% +4,449 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; 2023Q1: restricted; 2023Q2: 16,367 shares; 2023Q3: 16,315 shares; 2023Q4: 16,717 shares; 2024Q1: 16,826 shares; 2024Q2: 18,404 shares; 2024Q3: 18,806 shares; 2024Q4: 19,278 shares 19,278 $4.62M 0.3% +472 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; 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; 2024Q3: 2,099,386 shares; 2024Q4: 2,061,263 shares 2,061,263 $4.45M 0.29% -38,123 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; 2023Q1: restricted; 2023Q2: 4,728 shares; 2023Q3: 6,815 shares; 2023Q4: 7,269 shares; 2024Q1: 8,452 shares; 2024Q2: 12,212 shares; 2024Q3: 13,578 shares; 2024Q4: 13,697 shares 13,697 $3.97M 0.26% +119 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 26,580 shares; 2023Q3: 26,423 shares; 2023Q4: 25,668 shares; 2024Q1: 25,384 shares; 2024Q2: 24,974 shares; 2024Q3: 24,058 shares; 2024Q4: 22,087 shares 22,087 $3.93M 0.25% -1,971 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; 2023Q1: restricted; 2023Q2: 21,310 shares; 2023Q3: 21,719 shares; 2023Q4: 42,272 shares; 2024Q1: 42,466 shares; 2024Q2: 42,417 shares; 2024Q3: 42,908 shares; 2024Q4: 43,144 shares 43,144 $3.66M 0.24% +236 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,357 shares; 2023Q3: 3,426 shares; 2023Q4: 3,457 shares; 2024Q1: 3,444 shares; 2024Q2: 3,436 shares; 2024Q3: 3,443 shares; 2024Q4: 3,445 shares 3,445 $3.65M 0.24% +2 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 28,820 shares; 2023Q3: 28,835 shares; 2023Q4: 28,893 shares; 2024Q1: 27,846 shares; 2024Q2: 27,835 shares; 2024Q3: 27,702 shares; 2024Q4: 26,964 shares 26,964 $3.54M 0.23% -738 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 60,644 shares; 2023Q3: 60,846 shares; 2023Q4: 60,514 shares; 2024Q1: 60,031 shares; 2024Q2: 60,034 shares; 2024Q3: 59,775 shares; 2024Q4: 59,777 shares 59,777 $3.46M 0.22% +2 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; 2023Q1: restricted; 2023Q2: 6,077 shares; 2023Q3: 6,229 shares; 2023Q4: 6,786 shares; 2024Q1: 6,998 shares; 2024Q2: 7,356 shares; 2024Q3: 7,208 shares; 2024Q4: 7,355 shares 7,355 $3.33M 0.21% +147 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 15,530 shares; 2023Q3: 15,477 shares; 2023Q4: 15,446 shares; 2024Q1: 15,276 shares; 2024Q2: 15,234 shares; 2024Q3: 15,081 shares; 2024Q4: 15,073 shares 15,073 $3.33M 0.21% -8 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; 2023Q1: restricted; 2023Q2: 52,857 shares; 2023Q3: 48,043 shares; 2023Q4: 41,765 shares; 2024Q1: 40,866 shares; 2024Q2: 38,910 shares; 2024Q3: 38,125 shares; 2024Q4: 37,209 shares 37,209 $3.32M 0.21% -916 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; 2023Q1: restricted; 2023Q2: 56,115 shares; 2023Q3: 56,163 shares; 2023Q4: 56,163 shares; 2024Q1: 56,163 shares; 2024Q2: 52,886 shares; 2024Q3: 53,667 shares; 2024Q4: 53,612 shares 53,612 $3.16M 0.2% -55 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; 2023Q1: restricted; 2023Q2: 49,244 shares; 2023Q3: 37,150 shares; 2023Q4: 22,853 shares; 2024Q1: 36,616 shares; 2024Q2: 36,764 shares; 2024Q3: 37,008 shares; 2024Q4: 42,982 shares 42,982 $3.02M 0.19% +5,974 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7,590 shares 7,590 $2.78M 0.18% new 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 10,313 shares; 2023Q4: 10,328 shares; 2024Q1: 8,716 shares; 2024Q2: 8,513 shares; 2024Q3: 8,399 shares; 2024Q4: 7,586 shares 7,586 $2.6M 0.17% -813 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; 2023Q1: restricted; 2023Q2: 4,137 shares; 2023Q3: 4,329 shares; 2023Q4: 4,219 shares; 2024Q1: 4,225 shares; 2024Q2: 4,870 shares; 2024Q3: 4,944 shares; 2024Q4: 8,717 shares 8,717 $2.59M 0.17% +3,773 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; 2023Q1: restricted; 2023Q2: 74,047 shares; 2023Q3: 73,992 shares; 2023Q4: 73,582 shares; 2024Q1: 73,286 shares; 2024Q2: 72,998 shares; 2024Q3: 72,303 shares; 2024Q4: 72,082 shares 72,082 $2.56M 0.16% -221 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; 2023Q1: restricted; 2023Q2: 2,534 shares; 2023Q3: 2,506 shares; 2023Q4: 3,596 shares; 2024Q1: 3,477 shares; 2024Q2: 4,369 shares; 2024Q3: 4,360 shares; 2024Q4: 4,860 shares 4,860 $2.48M 0.16% +500 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; 2023Q1: restricted; 2023Q2: 15,400 shares; 2023Q3: 20,441 shares; 2023Q4: 23,574 shares; 2024Q1: 23,579 shares; 2024Q2: 23,585 shares; 2024Q3: 23,590 shares; 2024Q4: 21,073 shares 21,073 $2.48M 0.16% -2,517 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; 2023Q1: restricted; 2023Q2: 30,800 shares; 2023Q3: 31,292 shares; 2023Q4: 29,745 shares; 2024Q1: 31,460 shares; 2024Q2: 31,224 shares; 2024Q3: 32,094 shares; 2024Q4: 32,504 shares 32,504 $2.43M 0.16% +410 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; 2023Q1: restricted; 2023Q2: 158,131 shares; 2023Q3: 158,131 shares; 2023Q4: 158,131 shares; 2024Q1: 158,131 shares; 2024Q2: 158,131 shares; 2024Q3: 158,131 shares; 2024Q4: 158,131 shares 158,131 $2.41M 0.16% 0 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; 2023Q1: restricted; 2023Q2: 45,972 shares; 2023Q3: 38,777 shares; 2023Q4: 38,602 shares; 2024Q1: 35,755 shares; 2024Q2: 34,315 shares; 2024Q3: 33,096 shares; 2024Q4: 33,021 shares 33,021 $2.31M 0.15% -75 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; 2023Q1: restricted; 2023Q2: 91,313 shares; 2023Q3: 91,265 shares; 2023Q4: 91,265 shares; 2024Q1: 89,952 shares; 2024Q2: 82,657 shares; 2024Q3: 78,661 shares; 2024Q4: 78,661 shares 78,661 $2M 0.13% 0 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 56,769 shares; 2023Q3: 153,669 shares; 2023Q4: 153,669 shares; 2024Q1: 153,669 shares; 2024Q2: 153,669 shares; 2024Q3: 153,669 shares; 2024Q4: 153,669 shares 153,669 $1.98M 0.13% 0 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; 2023Q1: restricted; 2023Q2: 32,956 shares; 2023Q3: 32,802 shares; 2023Q4: 32,923 shares; 2024Q1: 28,504 shares; 2024Q2: 24,781 shares; 2024Q3: 23,203 shares; 2024Q4: 22,241 shares 22,241 $1.98M 0.13% -962 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 8,147 shares; 2023Q3: 8,345 shares; 2023Q4: 8,450 shares; 2024Q1: 8,842 shares; 2024Q2: 10,318 shares; 2024Q3: 11,117 shares; 2024Q4: 13,233 shares 13,233 $1.91M 0.12% +2,116 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; 2023Q1: restricted; 2023Q2: 71,381 shares; 2023Q3: 68,760 shares; 2023Q4: 68,767 shares; 2024Q1: 51,797 shares; 2024Q2: 49,801 shares; 2024Q3: 45,905 shares; 2024Q4: 43,515 shares 43,515 $1.78M 0.11% -2,390 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 9,328 shares; 2023Q3: 9,266 shares; 2023Q4: 9,394 shares; 2024Q1: 9,266 shares; 2024Q2: 9,450 shares; 2024Q3: 9,450 shares; 2024Q4: 9,447 shares 9,447 $1.75M 0.11% -3 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; 2023Q1: restricted; 2023Q2: 21,547 shares; 2023Q3: 21,178 shares; 2023Q4: 20,078 shares; 2024Q1: 20,677 shares; 2024Q2: 23,255 shares; 2024Q3: 22,186 shares; 2024Q4: 22,541 shares 22,541 $1.74M 0.11% +355 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; 2023Q1: restricted; 2023Q2: 9,228 shares; 2023Q3: 8,569 shares; 2023Q4: 8,328 shares; 2024Q1: 8,328 shares; 2024Q2: 7,968 shares; 2024Q3: 7,133 shares; 2024Q4: 6,438 shares 6,438 $1.7M 0.11% -695 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 7,290 shares; 2023Q3: 7,292 shares; 2023Q4: 7,311 shares; 2024Q1: 7,311 shares; 2024Q2: 7,292 shares; 2024Q3: 7,292 shares; 2024Q4: 7,295 shares 7,295 $1.7M 0.11% +3 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 12,630 shares; 2023Q3: 12,630 shares; 2023Q4: 12,630 shares; 2024Q1: 12,630 shares; 2024Q2: 12,630 shares; 2024Q3: 12,630 shares; 2024Q4: 12,630 shares 12,630 $1.66M 0.11% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 5,116 shares; 2023Q3: 5,031 shares; 2023Q4: 4,991 shares; 2024Q1: 4,991 shares; 2024Q2: 4,991 shares; 2024Q3: 4,991 shares; 2024Q4: 4,991 shares 4,991 $1.61M 0.1% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 21,260 shares; 2023Q3: 22,080 shares; 2023Q4: 22,647 shares; 2024Q1: 22,245 shares; 2024Q2: 21,964 shares; 2024Q3: 21,970 shares; 2024Q4: 66,352 shares 66,352 $1.54M 0.1% +44,382 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; 2023Q1: restricted; 2023Q2: 2,406 shares; 2023Q3: 2,785 shares; 2023Q4: 3,333 shares; 2024Q1: 4,440 shares; 2024Q2: 5,569 shares; 2024Q3: 6,514 shares; 2024Q4: 7,364 shares 7,364 $1.45M 0.09% +850 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 17,223 shares; 2024Q2: 17,223 shares; 2024Q3: 17,208 shares; 2024Q4: 17,208 shares 17,208 $1.4M 0.09% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,112 shares; 2023Q3: 3,176 shares; 2023Q4: 3,143 shares; 2024Q1: 3,129 shares; 2024Q2: 2,587 shares; 2024Q3: 2,207 shares; 2024Q4: 2,233 shares 2,233 $1.4M 0.09% +26 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; 2023Q1: restricted; 2023Q2: 5,540 shares; 2023Q3: 5,540 shares; 2023Q4: 5,715 shares; 2024Q1: 5,715 shares; 2024Q2: 5,648 shares; 2024Q3: 5,648 shares; 2024Q4: 5,544 shares 5,544 $1.33M 0.09% -104 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,528 shares; 2023Q3: 2,035 shares; 2023Q4: 1,811 shares; 2024Q1: 2,116 shares; 2024Q2: 1,947 shares; 2024Q3: 2,131 shares; 2024Q4: 2,429 shares 2,429 $1.28M 0.08% +298 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,132 shares; 2023Q3: 3,472 shares; 2023Q4: 3,473 shares; 2024Q1: 3,348 shares; 2024Q2: 3,489 shares; 2024Q3: 3,725 shares; 2024Q4: 4,029 shares 4,029 $1.27M 0.08% +304 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; 2023Q1: restricted; 2023Q2: 3,940 shares; 2023Q3: 4,818 shares; 2023Q4: 4,918 shares; 2024Q1: 4,760 shares; 2024Q2: 5,033 shares; 2024Q3: 5,322 shares; 2024Q4: 7,211 shares 7,211 $1.21M 0.08% +1,889 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,900 shares; 2023Q3: 2,900 shares; 2023Q4: 3,120 shares; 2024Q1: 2,900 shares; 2024Q2: 2,934 shares; 2024Q3: 2,934 shares; 2024Q4: 2,934 shares 2,934 $1.18M 0.08% 0 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,010 shares; 2023Q3: 3,011 shares; 2023Q4: 3,015 shares; 2024Q1: 2,605 shares; 2024Q2: 2,608 shares; 2024Q3: 2,618 shares; 2024Q4: 2,616 shares 2,616 $1.17M 0.08% -2 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; 2023Q1: restricted; 2023Q2: 14,362 shares; 2023Q3: 14,538 shares; 2023Q4: 14,683 shares; 2024Q1: 14,683 shares; 2024Q2: 14,597 shares; 2024Q3: 15,064 shares; 2024Q4: 15,054 shares 15,054 $1.14M 0.07% -10 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 668 shares; 2023Q3: 738 shares; 2023Q4: 1,281 shares; 2024Q1: 902 shares; 2024Q2: 839 shares; 2024Q3: 860 shares; 2024Q4: 1,268 shares 1,268 $1.13M 0.07% +408 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; 2023Q1: restricted; 2023Q2: 9,060 shares; 2023Q3: 9,217 shares; 2023Q4: 8,495 shares; 2024Q1: 8,516 shares; 2024Q2: 8,799 shares; 2024Q3: 8,952 shares; 2024Q4: 8,964 shares 8,964 $1.08M 0.07% +12 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 9,420 shares; 2024Q2: 9,420 shares; 2024Q3: 9,420 shares; 2024Q4: 9,420 shares 9,420 $1.04M 0.07% 0 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; 2023Q1: restricted; 2023Q2: 22,160 shares; 2023Q3: 22,132 shares; 2023Q4: 22,082 shares; 2024Q1: 21,017 shares; 2024Q2: 21,016 shares; 2024Q3: 21,720 shares; 2024Q4: 21,681 shares 21,681 $1.04M 0.07% -39 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; 2023Q1: restricted; 2023Q2: 5,001 shares; 2023Q3: 4,646 shares; 2023Q4: 4,646 shares; 2024Q1: 4,646 shares; 2024Q2: 4,486 shares; 2024Q3: 5,311 shares; 2024Q4: 5,310 shares 5,310 $1.01M 0.07% -1 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,393 shares; 2023Q3: 3,208 shares; 2023Q4: 4,467 shares; 2024Q1: 4,334 shares; 2024Q2: 4,392 shares; 2024Q3: 2,891 shares; 2024Q4: 2,974 shares 2,974 $994K 0.06% +83 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; 2023Q1: restricted; 2023Q2: 1,690 shares; 2023Q3: 2,302 shares; 2023Q4: 2,304 shares; 2024Q1: 2,145 shares; 2024Q2: 2,167 shares; 2024Q3: 2,320 shares; 2024Q4: 2,525 shares 2,525 $982K 0.06% +205 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 5,874 shares; 2023Q3: 5,627 shares; 2023Q4: 5,877 shares; 2024Q1: 5,808 shares; 2024Q2: 8,223 shares; 2024Q3: 8,101 shares; 2024Q4: 8,401 shares 8,401 $972K 0.06% +300 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; 2023Q1: restricted; 2023Q2: 6,878 shares; 2023Q3: 6,875 shares; 2023Q4: 6,875 shares; 2024Q1: 6,875 shares; 2024Q2: 7,100 shares; 2024Q3: 7,100 shares; 2024Q4: 7,096 shares 7,096 $937K 0.06% -4 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; 2023Q1: restricted; 2023Q2: 1,634 shares; 2023Q3: 1,634 shares; 2023Q4: 1,734 shares; 2024Q1: 1,734 shares; 2024Q2: 1,734 shares; 2024Q3: 1,642 shares; 2024Q4: 1,642 shares 1,642 $935K 0.06% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 457 shares; 2024Q1: 286 shares; 2024Q2: 1,056 shares; 2024Q3: 1,015 shares; 2024Q4: 970 shares 970 $889K 0.06% -45 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; 2023Q1: restricted; 2023Q2: 665 shares; 2023Q3: 810 shares; 2023Q4: 834 shares; 2024Q1: 999 shares; 2024Q2: 1,037 shares; 2024Q3: 1,080 shares; 2024Q4: 1,139 shares 1,139 $879K 0.06% +59 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; 2023Q1: restricted; 2023Q2: 6,327 shares; 2023Q3: 6,982 shares; 2023Q4: 6,623 shares; 2024Q1: 6,369 shares; 2024Q2: 7,004 shares; 2024Q3: 7,468 shares; 2024Q4: 14,082 shares 14,082 $877K 0.06% +6,614 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,121 shares; 2023Q3: 2,063 shares; 2023Q4: 2,057 shares; 2024Q1: 2,057 shares; 2024Q2: 1,704 shares; 2024Q3: 1,562 shares; 2024Q4: 1,475 shares 1,475 $868K 0.06% -87 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 42,946 shares; 2023Q3: 44,074 shares; 2023Q4: 43,593 shares; 2024Q1: 40,450 shares; 2024Q2: 9,470 shares; 2024Q3: 7,806 shares; 2024Q4: 7,712 shares 7,712 $833K 0.05% -94 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; 2023Q1: restricted; 2023Q2: 3,249 shares; 2023Q3: 5,888 shares; 2023Q4: 5,940 shares; 2024Q1: 5,229 shares; 2024Q2: 6,653 shares; 2024Q3: 6,449 shares; 2024Q4: 7,938 shares 7,938 $790K 0.05% +1,489 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; 2023Q1: restricted; 2023Q2: 7,967 shares; 2023Q3: 7,549 shares; 2023Q4: 7,134 shares; 2024Q1: 7,140 shares; 2024Q2: 7,092 shares; 2024Q3: 7,092 shares; 2024Q4: 27,806 shares 27,806 $775K 0.05% +20,714 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,568 shares; 2023Q3: 1,668 shares; 2023Q4: 1,647 shares; 2024Q1: 4,942 shares; 2024Q2: 7,203 shares; 2024Q3: 7,834 shares; 2024Q4: 8,518 shares 8,518 $770K 0.05% +684 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 4,475 shares; 2023Q3: 4,483 shares; 2023Q4: 4,516 shares; 2024Q1: 4,552 shares; 2024Q2: 4,790 shares; 2024Q3: 4,774 shares; 2024Q4: 5,200 shares 5,200 $753K 0.05% +426 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; 2023Q1: restricted; 2023Q2: 3,445 shares; 2023Q3: 3,441 shares; 2023Q4: 3,360 shares; 2024Q1: 3,787 shares; 2024Q2: 3,732 shares; 2024Q3: 3,852 shares; 2024Q4: 3,979 shares 3,979 $746K 0.05% +127 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 324 shares; 2023Q3: 421 shares; 2023Q4: 282 shares; 2024Q1: 299 shares; 2024Q2: 268 shares; 2024Q3: 2,923 shares; 2024Q4: 3,064 shares 3,064 $710K 0.05% +141 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; 2023Q1: restricted; 2023Q2: 2,062 shares; 2023Q3: 2,062 shares; 2023Q4: 2,062 shares; 2024Q1: 2,062 shares; 2024Q2: 2,062 shares; 2024Q3: 2,062 shares; 2024Q4: 2,062 shares 2,062 $708K 0.05% 0 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 10,561 shares; 2024Q4: 7,695 shares 7,695 $704K 0.05% -2,866 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 8,572 shares; 2023Q4: 8,572 shares; 2024Q1: 8,156 shares; 2024Q2: 12,279 shares; 2024Q3: 12,279 shares; 2024Q4: 12,279 shares 12,279 $703K 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; 2023Q1: restricted; 2023Q2: 14,201 shares; 2023Q3: 15,686 shares; 2023Q4: 16,043 shares; 2024Q1: 15,526 shares; 2024Q2: 14,212 shares; 2024Q3: 16,338 shares; 2024Q4: 15,291 shares 15,291 $673K 0.04% -1,047 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 11,911 shares; 2023Q3: 11,674 shares; 2023Q4: 11,525 shares; 2024Q1: 11,101 shares; 2024Q2: 10,793 shares; 2024Q3: 9,698 shares; 2024Q4: 9,540 shares 9,540 $670K 0.04% -158 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; 2023Q1: restricted; 2023Q2: 2,834 shares; 2023Q3: 2,949 shares; 2023Q4: 3,090 shares; 2024Q1: 3,195 shares; 2024Q2: 3,464 shares; 2024Q3: 3,974 shares; 2024Q4: 5,947 shares 5,947 $640K 0.04% +1,973 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,218 shares; 2024Q3: 1,257 shares; 2024Q4: 1,289 shares 1,289 $626K 0.04% +32 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; 2023Q1: restricted; 2023Q2: 12,000 shares; 2023Q3: 12,000 shares; 2023Q4: 12,000 shares; 2024Q1: 12,000 shares; 2024Q2: 12,000 shares; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares 12,000 $624K 0.04% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 6,236 shares; 2023Q3: 6,249 shares; 2023Q4: 5,463 shares; 2024Q1: 5,466 shares; 2024Q2: 5,720 shares; 2024Q3: 5,887 shares; 2024Q4: 6,030 shares 6,030 $624K 0.04% +143 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 7,404 shares; 2023Q3: 8,196 shares; 2023Q4: 7,603 shares; 2024Q1: 7,406 shares; 2024Q2: 8,148 shares; 2024Q3: 8,339 shares; 2024Q4: 8,152 shares 8,152 $617K 0.04% -187 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; 2023Q1: restricted; 2023Q2: 991 shares; 2023Q3: 1,014 shares; 2023Q4: 1,270 shares; 2024Q1: 1,048 shares; 2024Q2: 1,194 shares; 2024Q3: 1,229 shares; 2024Q4: 1,212 shares 1,212 $613K 0.04% -17 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; 2023Q1: restricted; 2023Q2: 1,269 shares; 2023Q3: 1,267 shares; 2023Q4: 1,292 shares; 2024Q1: 2,327 shares; 2024Q2: 2,661 shares; 2024Q3: 2,721 shares; 2024Q4: 2,808 shares 2,808 $596K 0.04% +87 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 53,625 shares; 2023Q3: 53,835 shares; 2023Q4: 53,825 shares; 2024Q1: 53,825 shares; 2024Q2: 53,980 shares; 2024Q3: 53,828 shares; 2024Q4: 54,139 shares 54,139 $583K 0.04% +311 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 4,860 shares; 2023Q3: 4,860 shares; 2023Q4: 4,860 shares; 2024Q1: 4,860 shares; 2024Q2: 4,633 shares; 2024Q3: 4,436 shares; 2024Q4: 4,360 shares 4,360 $561K 0.04% -76 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 1,204 shares; 2023Q4: 1,272 shares; 2024Q1: 1,276 shares; 2024Q2: 1,313 shares; 2024Q3: 1,342 shares; 2024Q4: 1,347 shares 1,347 $542K 0.03% +5 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 5,901 shares; 2023Q3: 5,901 shares; 2023Q4: 5,901 shares; 2024Q1: 5,853 shares; 2024Q2: 5,853 shares; 2024Q3: 6,045 shares; 2024Q4: 5,881 shares 5,881 $520K 0.03% -164 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 4,000 shares; 2023Q3: 4,000 shares; 2023Q4: 4,000 shares; 2024Q1: 4,000 shares; 2024Q2: 4,000 shares; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares 4,000 $507K 0.03% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 2,448 shares; 2023Q4: 2,464 shares; 2024Q1: 2,420 shares; 2024Q2: 2,294 shares; 2024Q3: 2,370 shares; 2024Q4: 2,435 shares 2,435 $500K 0.03% +65 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 15,900 shares; 2024Q2: not reported; 2024Q3: 11,191 shares; 2024Q4: 12,019 shares 12,019 $498K 0.03% +828 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,855 shares; 2023Q3: 1,856 shares; 2023Q4: 1,867 shares; 2024Q1: 1,870 shares; 2024Q2: 1,863 shares; 2024Q3: 1,892 shares; 2024Q4: 1,925 shares 1,925 $497K 0.03% +33 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; 2023Q1: restricted; 2023Q2: 902 shares; 2023Q3: 1,388 shares; 2023Q4: 1,098 shares; 2024Q1: 1,098 shares; 2024Q2: 858 shares; 2024Q3: 1,209 shares; 2024Q4: 1,209 shares 1,209 $496K 0.03% 0 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 407 shares; 2023Q4: 484 shares; 2024Q1: 409 shares; 2024Q2: 402 shares; 2024Q3: 407 shares; 2024Q4: 417 shares 417 $494K 0.03% +10 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,884 shares; 2023Q3: 3,418 shares; 2023Q4: 2,934 shares; 2024Q1: 3,188 shares; 2024Q2: 4,024 shares; 2024Q3: 4,270 shares; 2024Q4: 2,769 shares 2,769 $492K 0.03% -1,501 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 2,675 shares; 2023Q4: 2,872 shares; 2024Q1: 3,239 shares; 2024Q2: 3,893 shares; 2024Q3: 3,878 shares; 2024Q4: 4,262 shares 4,262 $482K 0.03% +384 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; 2023Q1: restricted; 2023Q2: 8,454 shares; 2023Q3: 8,475 shares; 2023Q4: 8,454 shares; 2024Q1: 8,240 shares; 2024Q2: 8,689 shares; 2024Q3: 7,236 shares; 2024Q4: 8,071 shares 8,071 $478K 0.03% +835 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; 2023Q1: restricted; 2023Q2: 3,009 shares; 2023Q3: 3,398 shares; 2023Q4: 3,173 shares; 2024Q1: 3,581 shares; 2024Q2: 2,937 shares; 2024Q3: 2,906 shares; 2024Q4: 2,921 shares 2,921 $475K 0.03% +15 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,651 shares; 2023Q3: 3,651 shares; 2023Q4: 4,337 shares; 2024Q1: 4,101 shares; 2024Q2: 4,101 shares; 2024Q3: 4,101 shares; 2024Q4: 4,101 shares 4,101 $473K 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; 2023Q1: restricted; 2023Q2: 975 shares; 2023Q3: 975 shares; 2023Q4: 982 shares; 2024Q1: 807 shares; 2024Q2: 809 shares; 2024Q3: 797 shares; 2024Q4: 828 shares 828 $472K 0.03% +31 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; 2023Q1: restricted; 2023Q2: 1,054 shares; 2023Q3: 1,303 shares; 2023Q4: 1,247 shares; 2024Q1: 1,096 shares; 2024Q2: 974 shares; 2024Q3: 1,216 shares; 2024Q4: 1,341 shares 1,341 $472K 0.03% +125 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 6,442 shares; 2023Q3: 6,442 shares; 2023Q4: 4,380 shares; 2024Q1: 4,441 shares; 2024Q2: 4,694 shares; 2024Q3: 4,511 shares; 2024Q4: 4,329 shares 4,329 $461K 0.03% -182 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; 2023Q1: restricted; 2023Q2: 1,333 shares; 2023Q3: 3,739 shares; 2023Q4: 3,691 shares; 2024Q1: 4,956 shares; 2024Q2: 5,156 shares; 2024Q3: 5,948 shares; 2024Q4: 5,347 shares 5,347 $460K 0.03% -601 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; 2023Q1: restricted; 2023Q2: 7,354 shares; 2023Q3: 7,324 shares; 2023Q4: 7,200 shares; 2024Q1: 7,242 shares; 2024Q2: 7,382 shares; 2024Q3: 5,380 shares; 2024Q4: 5,509 shares 5,509 $450K 0.03% +129 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 16,290 shares; 2023Q3: 16,290 shares; 2023Q4: 15,622 shares; 2024Q1: 12,726 shares; 2024Q2: 7,346 shares; 2024Q3: 7,346 shares; 2024Q4: 7,346 shares 7,346 $446K 0.03% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,501 shares; 2023Q3: 2,023 shares; 2023Q4: 2,919 shares; 2024Q1: 2,748 shares; 2024Q2: 3,538 shares; 2024Q3: 3,493 shares; 2024Q4: 2,904 shares 2,904 $442K 0.03% -589 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,765 shares; 2024Q2: 1,767 shares; 2024Q3: not reported; 2024Q4: 3,886 shares 3,886 $439K 0.03% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,041 shares; 2023Q3: 2,052 shares; 2023Q4: 2,584 shares; 2024Q1: 2,173 shares; 2024Q2: 2,334 shares; 2024Q3: 2,375 shares; 2024Q4: 2,399 shares 2,399 $425K 0.03% +24 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; 2023Q1: restricted; 2023Q2: 1,727 shares; 2023Q3: 1,729 shares; 2023Q4: 1,736 shares; 2024Q1: 1,736 shares; 2024Q2: 1,748 shares; 2024Q3: 1,792 shares; 2024Q4: 1,837 shares 1,837 $415K 0.03% +45 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; 2023Q1: restricted; 2023Q2: 2,807 shares; 2023Q3: 3,297 shares; 2023Q4: 3,142 shares; 2024Q1: 3,236 shares; 2024Q2: 3,042 shares; 2024Q3: 3,206 shares; 2024Q4: 3,435 shares 3,435 $415K 0.03% +229 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 957 shares; 2023Q4: 957 shares; 2024Q1: 957 shares; 2024Q2: 957 shares; 2024Q3: 957 shares; 2024Q4: 653 shares 653 $406K 0.03% -304 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; 2023Q1: restricted; 2023Q2: 999 shares; 2023Q3: 1,814 shares; 2023Q4: 1,508 shares; 2024Q1: 1,503 shares; 2024Q2: 1,746 shares; 2024Q3: 1,779 shares; 2024Q4: 1,756 shares 1,756 $403K 0.03% -23 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 10,290 shares; 2024Q2: not reported; 2024Q3: 12,694 shares; 2024Q4: 18,288 shares 18,288 $401K 0.03% +5,594 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 329 shares; 2024Q1: 333 shares; 2024Q2: 361 shares; 2024Q3: 410 shares; 2024Q4: 577 shares 577 $400K 0.03% +167 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 8,767 shares; 2023Q3: 8,767 shares; 2023Q4: 8,767 shares; 2024Q1: 9,449 shares; 2024Q2: 9,449 shares; 2024Q3: 9,449 shares; 2024Q4: 9,449 shares 9,449 $395K 0.03% 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; 2023Q1: restricted; 2023Q2: 255 shares; 2023Q3: 378 shares; 2023Q4: 352 shares; 2024Q1: 361 shares; 2024Q2: 329 shares; 2024Q3: 354 shares; 2024Q4: 368 shares 368 $388K 0.03% +14 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7,881 shares 7,881 $377K 0.02% new Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 4,935 shares; 2023Q3: 4,935 shares; 2023Q4: 4,935 shares; 2024Q1: 4,935 shares; 2024Q2: 4,935 shares; 2024Q3: 4,935 shares; 2024Q4: 4,935 shares 4,935 $376K 0.02% 0 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; 2023Q1: restricted; 2023Q2: 8,916 shares; 2023Q3: 8,890 shares; 2023Q4: 8,890 shares; 2024Q1: 8,890 shares; 2024Q2: 8,824 shares; 2024Q3: 8,824 shares; 2024Q4: 8,824 shares 8,824 $370K 0.02% 0 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9,658 shares 9,658 $360K 0.02% new 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 6,017 shares; 2023Q4: 5,981 shares; 2024Q1: 5,981 shares; 2024Q2: 6,069 shares; 2024Q3: 6,066 shares; 2024Q4: 12,107 shares 12,107 $360K 0.02% +6,041 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,106 shares; 2024Q3: 5,061 shares; 2024Q4: 15,091 shares 15,091 $357K 0.02% +10,030 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 4,917 shares; 2023Q4: 4,890 shares; 2024Q1: 4,890 shares; 2024Q2: 6,870 shares; 2024Q3: 6,870 shares; 2024Q4: 13,740 shares 13,740 $355K 0.02% +6,870 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6,031 shares; 2024Q3: 6,992 shares; 2024Q4: 7,988 shares 7,988 $351K 0.02% +996 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 6,983 shares; 2023Q4: 6,976 shares; 2024Q1: 7,020 shares; 2024Q2: 9,438 shares; 2024Q3: 9,447 shares; 2024Q4: 18,850 shares 18,850 $349K 0.02% +9,403 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; 2023Q1: restricted; 2023Q2: 2,025 shares; 2023Q3: 2,025 shares; 2023Q4: 2,025 shares; 2024Q1: 2,025 shares; 2024Q2: 2,029 shares; 2024Q3: 2,042 shares; 2024Q4: 2,055 shares 2,055 $341K 0.02% +13 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 12,332 shares; 2023Q3: 12,599 shares; 2023Q4: 11,796 shares; 2024Q1: 11,800 shares; 2024Q2: 11,822 shares; 2024Q3: 11,621 shares; 2024Q4: 11,680 shares 11,680 $339K 0.02% +59 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,307 shares; 2024Q4: 1,539 shares 1,539 $338K 0.02% +232 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 2,177 shares; 2023Q4: 2,205 shares; 2024Q1: 2,211 shares; 2024Q2: 2,234 shares; 2024Q3: 2,316 shares; 2024Q4: 2,391 shares 2,391 $335K 0.02% +75 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 18,773 shares; 2023Q3: 20,344 shares; 2023Q4: 15,310 shares; 2024Q1: 9,166 shares; 2024Q2: 9,170 shares; 2024Q3: 9,191 shares; 2024Q4: 7,662 shares 7,662 $335K 0.02% -1,529 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,490 shares; 2024Q3: 3,617 shares; 2024Q4: 3,737 shares 3,737 $334K 0.02% +120 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,393 shares; 2023Q3: 2,393 shares; 2023Q4: 2,393 shares; 2024Q1: 2,393 shares; 2024Q2: 2,393 shares; 2024Q3: 2,393 shares; 2024Q4: 2,393 shares 2,393 $333K 0.02% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 544 shares; 2023Q3: 681 shares; 2023Q4: 652 shares; 2024Q1: 653 shares; 2024Q2: 744 shares; 2024Q3: 739 shares; 2024Q4: 747 shares 747 $332K 0.02% +8 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 816 shares; 2024Q2: 842 shares; 2024Q3: 2,307 shares; 2024Q4: 1,762 shares 1,762 $326K 0.02% -545 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 636 shares; 2024Q3: 660 shares; 2024Q4: 686 shares 686 $325K 0.02% +26 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 696 shares; 2024Q3: 786 shares; 2024Q4: 892 shares 892 $324K 0.02% +106 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,476 shares; 2024Q3: 1,622 shares; 2024Q4: 1,941 shares 1,941 $323K 0.02% +319 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; 2023Q1: restricted; 2023Q2: 7,569 shares; 2023Q3: 7,184 shares; 2023Q4: 7,184 shares; 2024Q1: 7,184 shares; 2024Q2: 7,184 shares; 2024Q3: 7,184 shares; 2024Q4: 7,184 shares 7,184 $323K 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; 2023Q1: restricted; 2023Q2: 1,630 shares; 2023Q3: 1,632 shares; 2023Q4: 1,637 shares; 2024Q1: 1,637 shares; 2024Q2: 1,647 shares; 2024Q3: 1,689 shares; 2024Q4: 1,733 shares 1,733 $319K 0.02% +44 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,609 shares; 2024Q2: 4,802 shares; 2024Q3: 5,097 shares; 2024Q4: 5,539 shares 5,539 $315K 0.02% +442 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,158 shares; 2024Q3: 1,269 shares; 2024Q4: 1,393 shares 1,393 $315K 0.02% +124 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 490 shares; 2024Q3: 534 shares; 2024Q4: 585 shares 585 $311K 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; 2023Q1: restricted; 2023Q2: 34,450 shares; 2023Q3: 35,355 shares; 2023Q4: 55,002 shares; 2024Q1: 58,494 shares; 2024Q2: 61,494 shares; 2024Q3: 67,518 shares; 2024Q4: 66,189 shares 66,189 $302K 0.02% -1,329 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,191 shares; 2024Q2: 1,725 shares; 2024Q3: 1,811 shares; 2024Q4: 1,898 shares 1,898 $292K 0.02% +87 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 767 shares; 2024Q1: 737 shares; 2024Q2: 745 shares; 2024Q3: 760 shares; 2024Q4: 801 shares 801 $288K 0.02% +41 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 620 shares; 2024Q1: 552 shares; 2024Q2: 519 shares; 2024Q3: 545 shares; 2024Q4: 576 shares 576 $287K 0.02% +31 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; 2023Q1: restricted; 2023Q2: 2,039 shares; 2023Q3: 2,017 shares; 2023Q4: 2,017 shares; 2024Q1: 2,351 shares; 2024Q2: 1,342 shares; 2024Q3: 1,402 shares; 2024Q4: 1,456 shares 1,456 $285K 0.02% +54 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,800 shares; 2024Q4: 2,900 shares 2,900 $285K 0.02% +100 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,984 shares; 2024Q4: 9,519 shares 9,519 $284K 0.02% +2,535 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 854 shares; 2024Q4: 1,027 shares 1,027 $283K 0.02% +173 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,637 shares; 2024Q4: 1,637 shares 1,637 $277K 0.02% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,514 shares; 2024Q2: 2,866 shares; 2024Q3: 3,141 shares; 2024Q4: 3,007 shares 3,007 $273K 0.02% -134 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,698 shares; 2023Q3: 2,115 shares; 2023Q4: 1,998 shares; 2024Q1: 2,010 shares; 2024Q2: 2,478 shares; 2024Q3: 2,498 shares; 2024Q4: 2,578 shares 2,578 $272K 0.02% +80 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,019 shares 3,019 $272K 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 807 shares; 2024Q1: 817 shares; 2024Q2: 868 shares; 2024Q3: 884 shares; 2024Q4: 1,492 shares 1,492 $271K 0.02% +608 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 887 shares; 2023Q3: 887 shares; 2023Q4: 874 shares; 2024Q1: 4,370 shares; 2024Q2: 4,370 shares; 2024Q3: 4,370 shares; 2024Q4: 4,347 shares 4,347 $271K 0.02% -23 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,850 shares; 2024Q2: 2,884 shares; 2024Q3: 2,917 shares; 2024Q4: 3,183 shares 3,183 $268K 0.02% +266 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,367 shares; 2024Q4: 1,258 shares 1,258 $267K 0.02% -109 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,368 shares 1,368 $266K 0.02% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 770 shares; 2024Q1: 766 shares; 2024Q2: 1,119 shares; 2024Q3: 1,084 shares; 2024Q4: 1,014 shares 1,014 $264K 0.02% -70 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 355 shares; 2024Q4: 415 shares 415 $264K 0.02% +60 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 51 shares; 2024Q4: 53 shares 53 $262K 0.02% +2 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,147 shares; 2024Q4: 6,527 shares 6,527 $261K 0.02% +1,380 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 723 shares; 2023Q3: 874 shares; 2023Q4: 851 shares; 2024Q1: 784 shares; 2024Q2: 805 shares; 2024Q3: 816 shares; 2024Q4: 898 shares 898 $260K 0.02% +82 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,310 shares; 2024Q3: not reported; 2024Q4: 3,617 shares 3,617 $255K 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; 2023Q1: restricted; 2023Q2: 1,440 shares; 2023Q3: 1,440 shares; 2023Q4: 1,440 shares; 2024Q1: 1,440 shares; 2024Q2: 1,440 shares; 2024Q3: 1,440 shares; 2024Q4: 1,440 shares 1,440 $252K 0.02% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 7,494 shares; 2024Q3: 7,577 shares; 2024Q4: 7,712 shares 7,712 $252K 0.02% +135 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; 2023Q1: restricted; 2023Q2: 5,582 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,483 shares; 2024Q2: not reported; 2024Q3: 3,127 shares; 2024Q4: 9,204 shares 9,204 $251K 0.02% +6,077 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,933 shares; 2024Q3: 2,807 shares; 2024Q4: 2,567 shares 2,567 $250K 0.02% -240 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 947 shares; 2024Q4: 1,092 shares 1,092 $249K 0.02% +145 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,952 shares 1,952 $245K 0.02% new Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,400 shares; 2024Q3: 2,400 shares; 2024Q4: 2,400 shares 2,400 $245K 0.02% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,303 shares 2,303 $245K 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,700 shares; 2024Q1: 5,700 shares; 2024Q2: 6,070 shares; 2024Q3: 6,070 shares; 2024Q4: 6,070 shares 6,070 $245K 0.02% 0 Timeline UNFI UNITED NAT FOODS INC More: the full row for UNITED NAT FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8,911 shares 8,911 $243K 0.02% new Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,209 shares; 2024Q4: 1,204 shares 1,204 $239K 0.02% -5 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 824 shares; 2024Q4: 931 shares 931 $236K 0.02% +107 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 295 shares; 2024Q4: 332 shares 332 $234K 0.02% +37 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 547 shares; 2024Q4: 556 shares 556 $233K 0.02% +9 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; 2023Q1: restricted; 2023Q2: 1,080 shares; 2023Q3: 1,007 shares; 2023Q4: 845 shares; 2024Q1: 780 shares; 2024Q2: 754 shares; 2024Q3: 788 shares; 2024Q4: 839 shares 839 $232K 0.01% +51 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,135 shares 10,135 $231K 0.01% 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,090 shares; 2024Q2: 4,090 shares; 2024Q3: 4,090 shares; 2024Q4: 4,090 shares 4,090 $231K 0.01% 0 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; 2023Q1: restricted; 2023Q2: 1,132 shares; 2023Q3: not reported; 2023Q4: 1,188 shares; 2024Q1: 1,190 shares; 2024Q2: not reported; 2024Q3: 1,231 shares; 2024Q4: 1,272 shares 1,272 $230K 0.01% +41 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,486 shares 2,486 $230K 0.01% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,069 shares; 2024Q4: 3,621 shares 3,621 $227K 0.01% +552 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,823 shares 1,823 $226K 0.01% new Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,580 shares 3,580 $224K 0.01% new Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,495 shares 3,495 $223K 0.01% new 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,589 shares; 2024Q3: 1,346 shares; 2024Q4: 1,459 shares 1,459 $221K 0.01% +113 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,759 shares; 2024Q4: 4,096 shares 4,096 $220K 0.01% +337 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,373 shares 10,373 $219K 0.01% new Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,587 shares 3,587 $219K 0.01% new Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,700 shares; 2024Q3: 1,700 shares; 2024Q4: 1,700 shares 1,700 $217K 0.01% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,616 shares; 2024Q2: 1,769 shares; 2024Q3: 1,832 shares; 2024Q4: 1,900 shares 1,900 $216K 0.01% +68 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 2,786 shares; 2023Q4: 2,200 shares; 2024Q1: 2,200 shares; 2024Q2: 2,200 shares; 2024Q3: 2,589 shares; 2024Q4: 2,200 shares 2,200 $213K 0.01% -389 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,891 shares; 2024Q1: 1,303 shares; 2024Q2: 1,585 shares; 2024Q3: 1,715 shares; 2024Q4: 1,577 shares 1,577 $213K 0.01% -138 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,654 shares; 2024Q3: 1,674 shares; 2024Q4: 1,693 shares 1,693 $211K 0.01% +19 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,229 shares; 2024Q4: 1,249 shares 1,249 $208K 0.01% +20 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; 2023Q1: restricted; 2023Q2: 18,105 shares; 2023Q3: 29,533 shares; 2023Q4: 23,633 shares; 2024Q1: 11,428 shares; 2024Q2: 11,428 shares; 2024Q3: 11,428 shares; 2024Q4: 11,428 shares 11,428 $208K 0.01% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,866 shares 1,866 $208K 0.01% new Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,068 shares 2,068 $208K 0.01% new Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,245 shares 2,245 $207K 0.01% new Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,872 shares 3,872 $206K 0.01% new Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 6,778 shares 6,778 $206K 0.01% new Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,770 shares 3,770 $205K 0.01% new 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 10,719 shares; 2024Q1: 10,719 shares; 2024Q2: 10,719 shares; 2024Q3: 6,576 shares; 2024Q4: 6,576 shares 6,576 $202K 0.01% 0 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,619 shares; 2024Q4: 7,697 shares 7,697 $201K 0.01% +5,078 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 985 shares 985 $200K 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 10,724 shares; 2024Q3: 12,172 shares; 2024Q4: 16,045 shares 16,045 $188K 0.01% +3,873 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,985 shares; 2024Q3: 4,086 shares; 2024Q4: 11,415 shares 11,415 $180K 0.01% +7,329 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 11,579 shares; 2023Q4: 11,727 shares; 2024Q1: 15,967 shares; 2024Q2: 20,825 shares; 2024Q3: 21,148 shares; 2024Q4: 20,942 shares 20,942 $178K 0.01% -206 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 11,472 shares; 2024Q3: 11,968 shares; 2024Q4: 12,781 shares 12,781 $159K 0.01% +813 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 44,226 shares; 2023Q3: 28,822 shares; 2023Q4: 14,875 shares; 2024Q1: 12,160 shares; 2024Q2: 12,170 shares; 2024Q3: 12,221 shares; 2024Q4: 12,271 shares 12,271 $156K 0.01% +50 Timeline NRDS NERDWALLET INC More: the full row for NERDWALLET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 15,536 shares; 2023Q3: 15,536 shares; 2023Q4: 15,036 shares; 2024Q1: 11,681 shares; 2024Q2: 11,681 shares; 2024Q3: 11,681 shares; 2024Q4: 11,681 shares 11,681 $155K 0.01% 0 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,477 shares 10,477 $152K 0.01% new 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 10,373 shares; 2024Q1: 10,778 shares; 2024Q2: 10,604 shares; 2024Q3: not reported; 2024Q4: 11,039 shares 11,039 $144K 0.01% new Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 21,523 shares; 2023Q4: not reported; 2024Q1: 36,012 shares; 2024Q2: 32,940 shares; 2024Q3: 29,820 shares; 2024Q4: 29,115 shares 29,115 $129K 0.01% -705 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 10,724 shares; 2024Q4: 11,738 shares 11,738 $119K 0.01% +1,014 Timeline SKLZ FIRY INC More: the full row for FIRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 18,714 shares; 2023Q3: 18,714 shares; 2023Q4: 18,714 shares; 2024Q1: 18,714 shares; 2024Q2: 18,714 shares; 2024Q3: 18,714 shares; 2024Q4: 18,714 shares 18,714 $94.1K 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 15,142 shares; 2024Q1: 14,875 shares; 2024Q2: 14,921 shares; 2024Q3: 15,407 shares; 2024Q4: 15,972 shares 15,972 $94.1K 0.01% +565 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 10,076 shares; 2024Q1: 10,883 shares; 2024Q2: 10,134 shares; 2024Q3: 10,134 shares; 2024Q4: 10,134 shares 10,134 $92.7K 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 11,274 shares; 2024Q2: 12,051 shares; 2024Q3: 14,105 shares; 2024Q4: 18,428 shares 18,428 $90.1K 0.01% +4,323 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; 2023Q1: restricted; 2023Q2: 12,477 shares; 2023Q3: 12,477 shares; 2023Q4: 12,477 shares; 2024Q1: 12,477 shares; 2024Q2: 12,477 shares; 2024Q3: 12,477 shares; 2024Q4: 12,477 shares 12,477 $88.2K 0.01% 0 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 11,645 shares; 2023Q4: 17,289 shares; 2024Q1: 15,950 shares; 2024Q2: 34,924 shares; 2024Q3: 12,923 shares; 2024Q4: 28,823 shares 28,823 $83K 0.01% +15,900 Timeline FINV FINVOLUTION GROUP More: the full row for FINVOLUTION GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 10,727 shares; 2023Q3: 11,050 shares; 2023Q4: not reported; 2024Q1: 14,811 shares; 2024Q2: 12,155 shares; 2024Q3: 12,155 shares; 2024Q4: 12,155 shares 12,155 $82.5K 0.01% 0 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 16,933 shares; 2023Q4: not reported; 2024Q1: 12,027 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 22,423 shares 22,423 $79.4K 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 22,222 shares; 2024Q2: 22,222 shares; 2024Q3: 14,815 shares; 2024Q4: 14,815 shares 14,815 $62.4K <0.01% 0 Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,158 shares 10,158 $58.8K <0.01% new 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; 2023Q1: restricted; 2023Q2: 51,500 shares; 2023Q3: 51,500 shares; 2023Q4: 51,500 shares; 2024Q1: 51,500 shares; 2024Q2: 51,500 shares; 2024Q3: 51,500 shares; 2024Q4: 51,500 shares 51,500 $47.9K <0.01% 0 LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 13,578 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 14,190 shares 14,190 $38.6K <0.01% new Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,178 shares 10,178 $38.2K <0.01% new Timeline CIG CIA ENERGETICA DE MINAS GERA More: the full row for CIA ENERGETICA DE MINAS GERA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 13,274 shares; 2024Q4: 10,512 shares 10,512 $18.6K <0.01% -2,762 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; 2023Q1: restricted; 2023Q2: 13,043 shares; 2023Q3: 20,869 shares; 2023Q4: 20,869 shares; 2024Q1: 20,869 shares; 2024Q2: 20,869 shares; 2024Q3: 20,869 shares; 2024Q4: 13,043 shares 13,043 $8.35K <0.01% -7,826