IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 104 shares; 2023Q2: 104 shares; 2023Q3: 32,205 shares; 2023Q4: 29,548 shares; 2024Q1: 26,953 shares; 2024Q2: 26,644 shares; 2024Q3: 25,393 shares; 2024Q4: 24,313 shares 24,313 $14.3M 6.2% -1,080 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 64,469 shares; 2023Q2: 52,025 shares; 2023Q3: 51,734 shares; 2023Q4: 51,652 shares; 2024Q1: 50,809 shares; 2024Q2: 47,976 shares; 2024Q3: 41,985 shares; 2024Q4: 44,552 shares 44,552 $10.4M 4.48% +2,567 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 75,631 shares; 2023Q2: 63,017 shares; 2023Q3: 66,059 shares; 2023Q4: 68,453 shares; 2024Q1: 76,386 shares; 2024Q2: 74,381 shares; 2024Q3: 67,631 shares; 2024Q4: 75,059 shares 75,059 $10.3M 4.47% +7,428 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: 25,975 shares; 2023Q2: 25,644 shares; 2023Q3: 23,323 shares; 2023Q4: 21,622 shares; 2024Q1: 18,890 shares; 2024Q2: 16,397 shares; 2024Q3: 16,209 shares; 2024Q4: 15,793 shares 15,793 $9.26M 4.01% -416 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: 54,033 shares; 2023Q2: 53,558 shares; 2023Q3: 53,352 shares; 2023Q4: 52,795 shares; 2024Q1: 53,493 shares; 2024Q2: 68,554 shares; 2024Q3: 52,394 shares; 2024Q4: 51,301 shares 51,301 $8.6M 3.72% -1,093 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 237,111 shares; 2023Q2: 233,178 shares; 2023Q3: 222,217 shares; 2023Q4: 205,985 shares; 2024Q1: 201,540 shares; 2024Q2: 190,321 shares; 2024Q3: 182,171 shares; 2024Q4: 196,294 shares 196,294 $8.13M 3.52% +14,123 Timeline FNDE 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: 178,551 shares; 2023Q2: 192,525 shares; 2023Q3: 232,812 shares; 2023Q4: 285,769 shares; 2024Q1: 295,185 shares; 2024Q2: 294,910 shares; 2024Q3: 274,345 shares; 2024Q4: 279,255 shares 279,255 $8.11M 3.51% +4,910 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 197,300 shares; 2023Q2: 161,366 shares; 2023Q3: 168,665 shares; 2023Q4: 172,553 shares; 2024Q1: 172,492 shares; 2024Q2: 170,531 shares; 2024Q3: 149,364 shares; 2024Q4: 156,811 shares 156,811 $7.58M 3.28% +7,447 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 42,437 shares; 2023Q4: 95,077 shares; 2024Q1: 136,631 shares; 2024Q2: 141,177 shares; 2024Q3: 151,506 shares; 2024Q4: 161,559 shares 161,559 $6.94M 3% +10,053 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 54,502 shares; 2023Q2: 44,615 shares; 2023Q3: 44,779 shares; 2023Q4: 46,060 shares; 2024Q1: 45,957 shares; 2024Q2: 44,310 shares; 2024Q3: 40,271 shares; 2024Q4: 41,267 shares 41,267 $5.44M 2.35% +996 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 70,453 shares; 2023Q2: 57,540 shares; 2023Q3: 58,385 shares; 2023Q4: 60,031 shares; 2024Q1: 60,731 shares; 2024Q2: 58,917 shares; 2024Q3: 51,906 shares; 2024Q4: 54,419 shares 54,419 $5.27M 2.28% +2,513 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 12,259 shares; 2023Q2: 40,836 shares; 2023Q3: 98,972 shares; 2023Q4: 103,044 shares; 2024Q1: 118,030 shares; 2024Q2: 129,591 shares; 2024Q3: 100,422 shares; 2024Q4: 98,117 shares 98,117 $4.98M 2.15% -2,305 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 48,488 shares; 2023Q2: 45,674 shares; 2023Q3: 46,486 shares; 2023Q4: 47,392 shares; 2024Q1: 54,364 shares; 2024Q2: 56,374 shares; 2024Q3: 52,708 shares; 2024Q4: 55,712 shares 55,712 $4.77M 2.07% +3,004 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 66,583 shares; 2023Q2: 55,356 shares; 2023Q3: 56,666 shares; 2023Q4: 57,864 shares; 2024Q1: 58,283 shares; 2024Q2: 58,260 shares; 2024Q3: 54,076 shares; 2024Q4: 56,644 shares 56,644 $4.45M 1.93% +2,568 Timeline MBSF VALUED ADVISERS TR More: the full row for VALUED ADVISERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,796 shares; 2024Q3: 135,232 shares; 2024Q4: 165,822 shares 165,822 $4.21M 1.82% +30,590 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 24,150 shares; 2023Q2: 18,182 shares; 2023Q3: 18,460 shares; 2023Q4: 18,210 shares; 2024Q1: 18,188 shares; 2024Q2: 17,940 shares; 2024Q3: 16,870 shares; 2024Q4: 17,478 shares 17,478 $3.92M 1.7% +608 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: 19,932 shares; 2023Q2: 19,937 shares; 2023Q3: 19,384 shares; 2023Q4: 18,816 shares; 2024Q1: 18,656 shares; 2024Q2: 18,613 shares; 2024Q3: 17,814 shares; 2024Q4: 17,696 shares 17,696 $3.88M 1.68% -118 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,950 shares; 2024Q2: 4,620 shares; 2024Q3: 28,967 shares; 2024Q4: 33,145 shares 33,145 $3.83M 1.66% +4,178 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 49,571 shares; 2023Q2: 48,966 shares; 2023Q3: 49,057 shares; 2023Q4: 48,852 shares; 2024Q1: 48,481 shares; 2024Q2: 48,654 shares; 2024Q3: 47,326 shares; 2024Q4: 47,744 shares 47,744 $3.61M 1.56% +418 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: 13,644 shares; 2023Q2: 11,972 shares; 2023Q3: 12,562 shares; 2023Q4: 12,447 shares; 2024Q1: 12,283 shares; 2024Q2: 12,639 shares; 2024Q3: 12,490 shares; 2024Q4: 12,164 shares 12,164 $3.05M 1.32% -326 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 82,658 shares; 2023Q2: 71,462 shares; 2023Q3: 73,307 shares; 2023Q4: 71,244 shares; 2024Q1: 67,790 shares; 2024Q2: 63,154 shares; 2024Q3: 59,936 shares; 2024Q4: 61,111 shares 61,111 $2.48M 1.08% +1,175 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 26,965 shares; 2023Q2: 23,779 shares; 2023Q3: 22,104 shares; 2023Q4: 20,197 shares; 2024Q1: 18,419 shares; 2024Q2: 35,407 shares; 2024Q3: 34,029 shares; 2024Q4: 34,209 shares 34,209 $2.38M 1.03% +180 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,914 shares; 2023Q2: 4,592 shares; 2023Q3: 4,656 shares; 2023Q4: 4,492 shares; 2024Q1: 4,583 shares; 2024Q2: 4,487 shares; 2024Q3: 4,246 shares; 2024Q4: 3,994 shares 3,994 $2.29M 0.99% -252 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 25,247 shares; 2023Q2: 22,660 shares; 2023Q3: 23,180 shares; 2023Q4: 22,091 shares; 2024Q1: 22,605 shares; 2024Q2: 39,266 shares; 2024Q3: 40,974 shares; 2024Q4: 40,089 shares 40,089 $2.27M 0.98% -885 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: 1,603 shares; 2023Q2: 1,205 shares; 2023Q3: 1,247 shares; 2023Q4: 1,266 shares; 2024Q1: 801 shares; 2024Q2: 715 shares; 2024Q3: 8,879 shares; 2024Q4: 9,045 shares 9,045 $2.1M 0.91% +166 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: 61,340 shares; 2023Q2: 57,799 shares; 2023Q3: 59,693 shares; 2023Q4: 57,792 shares; 2024Q1: 56,588 shares; 2024Q2: 55,836 shares; 2024Q3: 51,873 shares; 2024Q4: 51,937 shares 51,937 $2.08M 0.9% +64 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 16,307 shares; 2024Q2: 16,317 shares; 2024Q3: 15,797 shares; 2024Q4: 15,390 shares 15,390 $2.02M 0.87% -407 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: 12,741 shares; 2023Q2: 11,116 shares; 2023Q3: 11,342 shares; 2023Q4: 11,037 shares; 2024Q1: 10,839 shares; 2024Q2: 10,703 shares; 2024Q3: 10,478 shares; 2024Q4: 10,465 shares 10,465 $1.99M 0.86% -13 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 28,069 shares; 2023Q2: 23,947 shares; 2023Q3: 24,191 shares; 2023Q4: 23,754 shares; 2024Q1: 23,540 shares; 2024Q2: 22,951 shares; 2024Q3: 21,524 shares; 2024Q4: 22,527 shares 22,527 $1.9M 0.82% +1,003 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 16,808 shares; 2023Q2: 16,808 shares; 2023Q3: 14,293 shares; 2023Q4: 13,170 shares; 2024Q1: 12,347 shares; 2024Q2: 11,902 shares; 2024Q3: 12,302 shares; 2024Q4: 11,765 shares 11,765 $1.88M 0.81% -537 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: 7,908 shares; 2023Q2: 6,308 shares; 2023Q3: 5,780 shares; 2023Q4: 5,650 shares; 2024Q1: 5,189 shares; 2024Q2: 4,958 shares; 2024Q3: 4,652 shares; 2024Q4: 4,659 shares 4,659 $1.88M 0.81% +7 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 15,487 shares; 2023Q2: 12,036 shares; 2023Q3: 12,715 shares; 2023Q4: 12,467 shares; 2024Q1: 12,375 shares; 2024Q2: 12,497 shares; 2024Q3: 12,535 shares; 2024Q4: 13,071 shares 13,071 $1.82M 0.79% +536 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 11,735 shares; 2023Q2: 10,675 shares; 2023Q3: 10,419 shares; 2023Q4: 9,706 shares; 2024Q1: 9,014 shares; 2024Q2: 8,897 shares; 2024Q3: 8,055 shares; 2024Q4: 8,331 shares 8,331 $1.68M 0.73% +276 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: 34,853 shares; 2023Q2: 30,326 shares; 2023Q3: 29,853 shares; 2023Q4: 29,215 shares; 2024Q1: 27,768 shares; 2024Q2: 27,446 shares; 2024Q3: 25,296 shares; 2024Q4: 26,710 shares 26,710 $1.63M 0.71% +1,414 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 12,332 shares; 2023Q2: 10,988 shares; 2023Q3: 11,106 shares; 2023Q4: 10,770 shares; 2024Q1: 10,571 shares; 2024Q2: 10,521 shares; 2024Q3: 10,182 shares; 2024Q4: 10,348 shares 10,348 $1.54M 0.67% +166 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 19,066 shares; 2023Q2: 17,487 shares; 2023Q3: 18,909 shares; 2023Q4: 18,443 shares; 2024Q1: 18,432 shares; 2024Q2: 18,536 shares; 2024Q3: 17,849 shares; 2024Q4: 17,745 shares 17,745 $1.48M 0.64% -104 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: 10,688 shares; 2023Q2: 8,528 shares; 2023Q3: 8,340 shares; 2023Q4: 7,841 shares; 2024Q1: 7,486 shares; 2024Q2: 7,380 shares; 2024Q3: 7,444 shares; 2024Q4: 7,555 shares 7,555 $1.39M 0.6% +111 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 7,440 shares; 2023Q2: 10,940 shares; 2023Q3: 21,590 shares; 2023Q4: 23,290 shares; 2024Q1: 29,605 shares; 2024Q2: 46,750 shares; 2024Q3: 46,165 shares; 2024Q4: 49,590 shares 49,590 $1.32M 0.57% +3,425 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 26,935 shares; 2023Q2: not reported; 2023Q3: 21,381 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 18,730 shares; 2024Q3: 17,539 shares; 2024Q4: 17,740 shares 17,740 $1.31M 0.57% +201 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: 11,832 shares; 2023Q2: 10,554 shares; 2023Q3: 9,890 shares; 2023Q4: 9,335 shares; 2024Q1: 8,875 shares; 2024Q2: 8,708 shares; 2024Q3: 8,191 shares; 2024Q4: 5,769 shares 5,769 $1.27M 0.55% -2,422 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 11,976 shares; 2023Q2: 10,643 shares; 2023Q3: 10,069 shares; 2023Q4: 9,609 shares; 2024Q1: 9,106 shares; 2024Q2: 8,865 shares; 2024Q3: 8,391 shares; 2024Q4: 8,418 shares 8,418 $1.21M 0.53% +27 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,707 shares; 2023Q2: 2,244 shares; 2023Q3: 2,259 shares; 2023Q4: 2,304 shares; 2024Q1: 2,202 shares; 2024Q2: 2,214 shares; 2024Q3: 2,236 shares; 2024Q4: 2,308 shares 2,308 $1.2M 0.52% +72 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,315 shares; 2023Q2: 1,891 shares; 2023Q3: 1,828 shares; 2023Q4: 1,825 shares; 2024Q1: 1,741 shares; 2024Q2: 1,685 shares; 2024Q3: 1,613 shares; 2024Q4: 1,622 shares 1,622 $1.16M 0.5% +9 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 5,015 shares; 2023Q2: 3,921 shares; 2023Q3: 3,895 shares; 2023Q4: 3,744 shares; 2024Q1: 3,783 shares; 2024Q2: 3,681 shares; 2024Q3: 3,595 shares; 2024Q4: 3,640 shares 3,640 $1.15M 0.5% +45 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 450 shares; 2023Q2: 450 shares; 2023Q3: 11,660 shares; 2023Q4: 24,300 shares; 2024Q1: 24,445 shares; 2024Q2: 24,995 shares; 2024Q3: 24,920 shares; 2024Q4: 24,620 shares 24,620 $1.11M 0.48% -300 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 9,993 shares; 2023Q2: 12,718 shares; 2023Q3: 13,175 shares; 2023Q4: 13,513 shares; 2024Q1: 13,490 shares; 2024Q2: 13,007 shares; 2024Q3: 12,478 shares; 2024Q4: 12,183 shares 12,183 $1.11M 0.48% -295 Timeline SPYM 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: not reported; 2023Q2: not reported; 2023Q3: 14,183 shares; 2023Q4: 17,672 shares; 2024Q1: 23,526 shares; 2024Q2: 25,415 shares; 2024Q3: 15,504 shares; 2024Q4: 16,125 shares 16,125 $1.11M 0.48% +621 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: 9,488 shares; 2023Q2: 8,693 shares; 2023Q3: 9,824 shares; 2023Q4: 8,763 shares; 2024Q1: 9,469 shares; 2024Q2: 9,332 shares; 2024Q3: 9,121 shares; 2024Q4: 9,436 shares 9,436 $1.09M 0.47% +315 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,396 shares; 2023Q2: 3,672 shares; 2023Q3: 3,668 shares; 2023Q4: 3,611 shares; 2024Q1: 3,503 shares; 2024Q2: 3,543 shares; 2024Q3: 3,608 shares; 2024Q4: 3,744 shares 3,744 $1.09M 0.47% +136 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 9,837 shares; 2023Q2: 8,466 shares; 2023Q3: 9,489 shares; 2023Q4: 8,880 shares; 2024Q1: 8,737 shares; 2024Q2: 8,598 shares; 2024Q3: 8,672 shares; 2024Q4: 8,909 shares 8,909 $998K 0.43% +237 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,118 shares; 2023Q2: 3,162 shares; 2023Q3: 3,362 shares; 2023Q4: 3,263 shares; 2024Q1: 3,348 shares; 2024Q2: 3,399 shares; 2024Q3: 3,367 shares; 2024Q4: 3,476 shares 3,476 $987K 0.43% +109 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: not reported; 2023Q2: not reported; 2023Q3: 3,681 shares; 2023Q4: 4,230 shares; 2024Q1: 5,250 shares; 2024Q2: 5,134 shares; 2024Q3: 4,869 shares; 2024Q4: 4,924 shares 4,924 $972K 0.42% +55 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,816 shares; 2023Q2: 1,423 shares; 2023Q3: 2,309 shares; 2023Q4: 2,305 shares; 2024Q1: 2,323 shares; 2024Q2: 2,352 shares; 2024Q3: 2,374 shares; 2024Q4: 2,453 shares 2,453 $947K 0.41% +79 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 10,799 shares; 2023Q2: 9,479 shares; 2023Q3: 8,826 shares; 2023Q4: 8,204 shares; 2024Q1: 7,919 shares; 2024Q2: 7,634 shares; 2024Q3: 7,734 shares; 2024Q4: 7,943 shares 7,943 $932K 0.4% +209 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 5,000 shares; 2023Q2: 6,500 shares; 2023Q3: 10,515 shares; 2023Q4: 10,430 shares; 2024Q1: 11,330 shares; 2024Q2: 14,730 shares; 2024Q3: 14,970 shares; 2024Q4: 17,980 shares 17,980 $930K 0.4% +3,010 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: 6,655 shares; 2023Q2: 5,702 shares; 2023Q3: 1,278 shares; 2023Q4: 1,279 shares; 2024Q1: 1,280 shares; 2024Q2: 1,032 shares; 2024Q3: 571 shares; 2024Q4: 3,910 shares 3,910 $864K 0.37% +3,339 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 28,825 shares; 2024Q3: 32,520 shares; 2024Q4: 41,335 shares 41,335 $838K 0.36% +8,815 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 10,114 shares; 2023Q2: 8,192 shares; 2023Q3: 8,920 shares; 2023Q4: 9,750 shares; 2024Q1: 11,871 shares; 2024Q2: 12,334 shares; 2024Q3: 13,385 shares; 2024Q4: 14,184 shares 14,184 $815K 0.35% +799 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,726 shares; 2023Q2: 3,158 shares; 2023Q3: 3,107 shares; 2023Q4: 3,100 shares; 2024Q1: 3,079 shares; 2024Q2: 3,256 shares; 2024Q3: 3,283 shares; 2024Q4: 3,222 shares 3,222 $795K 0.34% -61 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 11,060 shares; 2023Q2: 8,570 shares; 2023Q3: 9,046 shares; 2023Q4: 9,240 shares; 2024Q1: 9,710 shares; 2024Q2: 9,730 shares; 2024Q3: 9,947 shares; 2024Q4: 10,359 shares 10,359 $785K 0.34% +412 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,386 shares; 2023Q2: 1,150 shares; 2023Q3: 1,187 shares; 2023Q4: 1,215 shares; 2024Q1: 1,233 shares; 2024Q2: 1,282 shares; 2024Q3: 1,596 shares; 2024Q4: 1,761 shares 1,761 $766K 0.33% +165 Timeline YJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 25,120 shares; 2023Q4: 27,970 shares; 2024Q1: 22,345 shares; 2024Q2: 35,555 shares; 2024Q3: 39,080 shares; 2024Q4: 34,775 shares 34,775 $751K 0.33% -4,305 Timeline OPPE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 2,560 shares; 2023Q4: 10,905 shares; 2024Q1: 14,705 shares; 2024Q2: 16,040 shares; 2024Q3: 16,730 shares; 2024Q4: 17,590 shares 17,590 $672K 0.29% +860 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: 5,274 shares; 2023Q2: 4,340 shares; 2023Q3: 4,380 shares; 2023Q4: 4,281 shares; 2024Q1: 4,314 shares; 2024Q2: 4,295 shares; 2024Q3: 4,115 shares; 2024Q4: 4,307 shares 4,307 $652K 0.28% +192 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 8,626 shares; 2023Q2: 7,203 shares; 2023Q3: 7,566 shares; 2023Q4: 7,517 shares; 2024Q1: 7,858 shares; 2024Q2: 8,063 shares; 2024Q3: 8,529 shares; 2024Q4: 8,979 shares 8,979 $651K 0.28% +450 Timeline WISDOMTREE FLOATING RATETRE… WISDOMTREE FLOATING RATETREASURY … More: the full row for WISDOMTREE FLOATING RATETREASURY FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 38,843 shares; 2023Q2: 35,746 shares; 2023Q3: 31,437 shares; 2023Q4: 21,839 shares; 2024Q1: 18,935 shares; 2024Q2: 19,885 shares; 2024Q3: 13,691 shares; 2024Q4: 12,671 shares 12,671 $638K 0.28% -1,020 AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 310 shares; 2023Q2: 236 shares; 2023Q3: 218 shares; 2023Q4: 226 shares; 2024Q1: 223 shares; 2024Q2: 215 shares; 2024Q3: 200 shares; 2024Q4: 197 shares 197 $631K 0.27% -3 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 14,448 shares; 2023Q2: 12,235 shares; 2023Q3: 8,671 shares; 2023Q4: 9,383 shares; 2024Q1: 9,199 shares; 2024Q2: 9,540 shares; 2024Q3: 9,061 shares; 2024Q4: 9,958 shares 9,958 $628K 0.27% +897 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,844 shares; 2023Q2: 3,128 shares; 2023Q3: 3,297 shares; 2023Q4: 3,238 shares; 2024Q1: 3,260 shares; 2024Q2: 3,271 shares; 2024Q3: 3,278 shares; 2024Q4: 3,348 shares 3,348 $604K 0.26% +70 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: 40 shares; 2023Q2: 40 shares; 2023Q3: 4,267 shares; 2023Q4: 5,817 shares; 2024Q1: 7,102 shares; 2024Q2: 6,746 shares; 2024Q3: 6,520 shares; 2024Q4: 5,805 shares 5,805 $583K 0.25% -715 Timeline SPYV 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: 2,485 shares; 2023Q2: 2,810 shares; 2023Q3: 2,755 shares; 2023Q4: 3,735 shares; 2024Q1: 8,011 shares; 2024Q2: 8,920 shares; 2024Q3: 9,851 shares; 2024Q4: 11,165 shares 11,165 $571K 0.25% +1,314 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: 1,420 shares; 2023Q2: 1,383 shares; 2023Q3: 1,349 shares; 2023Q4: 1,326 shares; 2024Q1: 1,304 shares; 2024Q2: 1,345 shares; 2024Q3: 1,009 shares; 2024Q4: 965 shares 965 $565K 0.24% -44 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,000 shares; 2024Q2: not reported; 2024Q3: 9,510 shares; 2024Q4: 9,340 shares 9,340 $550K 0.24% -170 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,285 shares; 2023Q2: 4,510 shares; 2023Q3: 7,795 shares; 2023Q4: 9,120 shares; 2024Q1: 11,395 shares; 2024Q2: 17,480 shares; 2024Q3: 16,580 shares; 2024Q4: 17,005 shares 17,005 $546K 0.24% +425 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 10 shares; 2023Q2: 10 shares; 2023Q3: 10 shares; 2023Q4: 385 shares; 2024Q1: 411 shares; 2024Q2: 718 shares; 2024Q3: 4,016 shares; 2024Q4: 4,791 shares 4,791 $512K 0.22% +775 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: 1,299 shares; 2023Q2: 1,284 shares; 2023Q3: 1,276 shares; 2023Q4: 1,217 shares; 2024Q1: 1,090 shares; 2024Q2: 798 shares; 2024Q3: 638 shares; 2024Q4: 643 shares 643 $496K 0.21% +5 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: 1,080 shares; 2023Q2: 1,009 shares; 2023Q3: 1,011 shares; 2023Q4: 1,067 shares; 2024Q1: 1,302 shares; 2024Q2: 1,178 shares; 2024Q3: 986 shares; 2024Q4: 1,173 shares 1,173 $494K 0.21% +187 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,267 shares; 2024Q2: 1,057 shares; 2024Q3: 910 shares; 2024Q4: 959 shares 959 $490K 0.21% +49 Timeline GENERAL ELEC CO GENERAL ELEC CO More: the full row for GENERAL ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,926 shares; 2023Q2: 2,926 shares; 2023Q3: 2,903 shares; 2023Q4: 2,903 shares; 2024Q1: 2,903 shares; 2024Q2: 2,943 shares; 2024Q3: 2,903 shares; 2024Q4: 2,903 shares 2,903 $484K 0.21% 0 NVDL GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 402 shares; 2023Q4: 667 shares; 2024Q1: 6,000 shares; 2024Q2: 6,080 shares; 2024Q3: 6,774 shares; 2024Q4: 6,787 shares 6,787 $451K 0.2% +13 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: 454 shares; 2023Q2: 454 shares; 2023Q3: 924 shares; 2023Q4: 924 shares; 2024Q1: 924 shares; 2024Q2: 924 shares; 2024Q3: 924 shares; 2024Q4: 924 shares 924 $449K 0.19% 0 Timeline Homestead Stock Index Homestead Stock Index More: the full row for Homestead Stock Index Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 9,898 shares; 2024Q1: 9,898 shares; 2024Q2: 9,915 shares; 2024Q3: 9,915 shares; 2024Q4: 10,003 shares 10,003 $425K 0.18% +88 TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,330 shares; 2023Q2: 972 shares; 2023Q3: 843 shares; 2023Q4: 843 shares; 2024Q1: 878 shares; 2024Q2: 949 shares; 2024Q3: 1,095 shares; 2024Q4: 1,032 shares 1,032 $417K 0.18% -63 Timeline BLACKSTONE GROUP LP/THE BLACKSTONE GROUP LP/THE More: the full row for BLACKSTONE GROUP LP/THE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,545 shares; 2023Q2: 3,545 shares; 2023Q3: 3,457 shares; 2023Q4: 3,450 shares; 2024Q1: 3,400 shares; 2024Q2: 2,375 shares; 2024Q3: 2,325 shares; 2024Q4: 2,325 shares 2,325 $401K 0.17% 0 YMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 9,650 shares; 2023Q2: 19,628 shares; 2023Q3: 16,318 shares; 2023Q4: 10,028 shares; 2024Q1: 9,083 shares; 2024Q2: 17,583 shares; 2024Q3: 16,983 shares; 2024Q4: 17,198 shares 17,198 $392K 0.17% +215 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: 1,465 shares; 2023Q2: 1,465 shares; 2023Q3: 1,465 shares; 2023Q4: 1,465 shares; 2024Q1: 1,465 shares; 2024Q2: 1,465 shares; 2024Q3: 1,455 shares; 2024Q4: 1,625 shares 1,625 $390K 0.17% +170 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: 984 shares; 2023Q2: 959 shares; 2023Q3: 871 shares; 2023Q4: 871 shares; 2024Q1: 871 shares; 2024Q2: 871 shares; 2024Q3: 871 shares; 2024Q4: 871 shares 871 $387K 0.17% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 500 shares; 2023Q2: 700 shares; 2023Q3: 800 shares; 2023Q4: 810 shares; 2024Q1: 860 shares; 2024Q2: 737 shares; 2024Q3: 739 shares; 2024Q4: 849 shares 849 $385K 0.17% +110 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7,100 shares 7,100 $378K 0.16% new Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,236 shares; 2023Q2: 2,205 shares; 2023Q3: 2,176 shares; 2023Q4: 2,266 shares; 2024Q1: 1,856 shares; 2024Q2: 1,651 shares; 2024Q3: 1,531 shares; 2024Q4: 1,526 shares 1,526 $369K 0.16% -5 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: 2,060 shares; 2023Q2: 3,925 shares; 2023Q3: 4,130 shares; 2023Q4: 4,375 shares; 2024Q1: 4,717 shares; 2024Q2: 4,500 shares; 2024Q3: 4,287 shares; 2024Q4: 13,269 shares 13,269 $363K 0.16% +8,982 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,066 shares; 2023Q2: 1,592 shares; 2023Q3: 2,073 shares; 2023Q4: 2,381 shares; 2024Q1: 2,504 shares; 2024Q2: 2,471 shares; 2024Q3: 2,681 shares; 2024Q4: 2,848 shares 2,848 $359K 0.16% +167 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,793 shares; 2023Q2: 1,793 shares; 2023Q3: 1,390 shares; 2023Q4: 1,390 shares; 2024Q1: 1,325 shares; 2024Q2: 1,325 shares; 2024Q3: 3,000 shares; 2024Q4: 4,000 shares 4,000 $341K 0.15% +1,000 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 2,377 shares; 2023Q3: 4,357 shares; 2023Q4: 6,089 shares; 2024Q1: 5,352 shares; 2024Q2: 5,327 shares; 2024Q3: 4,962 shares; 2024Q4: 3,875 shares 3,875 $334K 0.14% -1,087 Timeline LAM RESEARCH CORP LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 395 shares; 2023Q2: 350 shares; 2023Q3: 350 shares; 2023Q4: 350 shares; 2024Q1: 350 shares; 2024Q2: 370 shares; 2024Q3: 400 shares; 2024Q4: 4,500 shares 4,500 $325K 0.14% +4,100 IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,013 shares; 2024Q1: 1,013 shares; 2024Q2: 947 shares; 2024Q3: 947 shares; 2024Q4: 947 shares 947 $317K 0.14% 0 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: 1,975 shares; 2023Q2: 1,956 shares; 2023Q3: 1,913 shares; 2023Q4: 1,914 shares; 2024Q1: 1,897 shares; 2024Q2: 2,097 shares; 2024Q3: 1,898 shares; 2024Q4: 1,898 shares 1,898 $316K 0.14% 0 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,887 shares; 2023Q2: 1,276 shares; 2023Q3: 1,253 shares; 2023Q4: 1,279 shares; 2024Q1: 1,332 shares; 2024Q2: 1,320 shares; 2024Q3: 1,332 shares; 2024Q4: 1,384 shares 1,384 $312K 0.14% +52 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 5,850 shares; 2023Q2: 5,583 shares; 2023Q3: 5,360 shares; 2023Q4: 5,212 shares; 2024Q1: 4,960 shares; 2024Q2: 4,851 shares; 2024Q3: 4,721 shares; 2024Q4: 4,506 shares 4,506 $312K 0.14% -215 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,971 shares; 2023Q2: 2,166 shares; 2023Q3: 2,701 shares; 2023Q4: 2,826 shares; 2024Q1: 3,170 shares; 2024Q2: 3,557 shares; 2024Q3: 3,326 shares; 2024Q4: 3,467 shares 3,467 $305K 0.13% +141 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: 1,135 shares; 2023Q2: 1,135 shares; 2023Q3: 1,135 shares; 2023Q4: 1,135 shares; 2024Q1: 1,035 shares; 2024Q2: 1,035 shares; 2024Q3: 1,035 shares; 2024Q4: 1,035 shares 1,035 $300K 0.13% 0 Timeline YSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 10,100 shares; 2023Q4: 19,190 shares; 2024Q1: not reported; 2024Q2: 14,715 shares; 2024Q3: 14,415 shares; 2024Q4: 13,415 shares 13,415 $291K 0.13% -1,000 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: 2,065 shares; 2023Q2: 2,065 shares; 2023Q3: 3,910 shares; 2023Q4: 3,910 shares; 2024Q1: 3,345 shares; 2024Q2: 3,397 shares; 2024Q3: 3,150 shares; 2024Q4: 3,350 shares 3,350 $288K 0.12% +200 Timeline XPH 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,877 shares; 2024Q3: 6,225 shares; 2024Q4: 6,640 shares 6,640 $285K 0.12% +415 Timeline YDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 11,600 shares; 2024Q1: 23,077 shares; 2024Q2: 11,537 shares; 2024Q3: 11,537 shares; 2024Q4: 12,587 shares 12,587 $284K 0.12% +1,050 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 19,291 shares; 2023Q2: 13,345 shares; 2023Q3: 6,545 shares; 2023Q4: 6,325 shares; 2024Q1: 5,792 shares; 2024Q2: 5,727 shares; 2024Q3: 5,727 shares; 2024Q4: 5,727 shares 5,727 $279K 0.12% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,319 shares; 2023Q2: 2,149 shares; 2023Q3: 1,723 shares; 2023Q4: 1,703 shares; 2024Q1: 1,053 shares; 2024Q2: 1,703 shares; 2024Q3: 1,903 shares; 2024Q4: 10,468 shares 10,468 $278K 0.12% +8,565 Timeline WELLTOWER INC WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,230 shares; 2023Q2: 3,880 shares; 2023Q3: 3,284 shares; 2023Q4: 3,339 shares; 2024Q1: 2,759 shares; 2024Q2: not reported; 2024Q3: 2,250 shares; 2024Q4: 2,200 shares 2,200 $277K 0.12% -50 SYBT STOCK YDS BANCORP INC More: the full row for STOCK YDS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,073 shares; 2023Q2: 4,073 shares; 2023Q3: 4,073 shares; 2023Q4: 4,073 shares; 2024Q1: 4,073 shares; 2024Q2: 3,748 shares; 2024Q3: 3,748 shares; 2024Q4: 3,748 shares 3,748 $268K 0.12% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,121 shares; 2023Q2: 1,123 shares; 2023Q3: 1,045 shares; 2023Q4: 1,073 shares; 2024Q1: 1,075 shares; 2024Q2: 1,076 shares; 2024Q3: 970 shares; 2024Q4: 1,002 shares 1,002 $261K 0.11% +32 Timeline QJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6,500 shares; 2024Q3: 9,189 shares; 2024Q4: 9,300 shares 9,300 $261K 0.11% +111 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: 4,320 shares; 2023Q2: 4,542 shares; 2023Q3: 4,003 shares; 2023Q4: 3,697 shares; 2024Q1: 1,441 shares; 2024Q2: 1,517 shares; 2024Q3: 1,368 shares; 2024Q4: 1,729 shares 1,729 $250K 0.11% +361 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,630 shares; 2023Q2: 4,630 shares; 2023Q3: 4,200 shares; 2023Q4: 4,045 shares; 2024Q1: 4,221 shares; 2024Q2: 4,221 shares; 2024Q3: 3,796 shares; 2024Q4: 3,936 shares 3,936 $250K 0.11% +140 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: 496 shares; 2023Q2: 346 shares; 2023Q3: 233 shares; 2023Q4: 198 shares; 2024Q1: 267 shares; 2024Q2: 6,856 shares; 2024Q3: 1,353 shares; 2024Q4: 1,843 shares 1,843 $247K 0.11% +490 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 500 shares; 2024Q2: 4,850 shares; 2024Q3: 4,850 shares; 2024Q4: 4,850 shares 4,850 $244K 0.11% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 734 shares; 2024Q3: 724 shares; 2024Q4: 724 shares 724 $238K 0.1% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,120 shares 2,120 $238K 0.1% new Timeline SPHD 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,898 shares 4,898 $237K 0.1% new Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 100 shares; 2024Q2: 9,750 shares; 2024Q3: 9,750 shares; 2024Q4: 9,750 shares 9,750 $236K 0.1% 0 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: 5,407 shares; 2023Q2: 4,907 shares; 2023Q3: 4,907 shares; 2023Q4: 4,907 shares; 2024Q1: 4,907 shares; 2024Q2: 4,907 shares; 2024Q3: 4,907 shares; 2024Q4: 4,882 shares 4,882 $234K 0.1% -25 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,600 shares; 2023Q4: 2,600 shares; 2024Q1: 5,845 shares; 2024Q2: 6,238 shares; 2024Q3: 5,968 shares; 2024Q4: 4,055 shares 4,055 $231K 0.1% -1,913 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: 213 shares; 2023Q2: 143 shares; 2023Q3: 147 shares; 2023Q4: 147 shares; 2024Q1: 147 shares; 2024Q2: 165 shares; 2024Q3: 135 shares; 2024Q4: 250 shares 250 $229K 0.1% +115 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 196 shares; 2023Q2: 196 shares; 2023Q3: 496 shares; 2023Q4: 91 shares; 2024Q1: 3,386 shares; 2024Q2: 5,617 shares; 2024Q3: 5,732 shares; 2024Q4: 6,207 shares 6,207 $225K 0.1% +475 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,762 shares; 2023Q2: 2,762 shares; 2023Q3: 2,655 shares; 2023Q4: 2,655 shares; 2024Q1: 2,589 shares; 2024Q2: 2,589 shares; 2024Q3: 2,589 shares; 2024Q4: 2,589 shares 2,589 $213K 0.09% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 62,171 shares; 2023Q2: 60,140 shares; 2023Q3: 62,183 shares; 2023Q4: 61,021 shares; 2024Q1: 4,820 shares; 2024Q2: 4,864 shares; 2024Q3: 4,905 shares; 2024Q4: 4,942 shares 4,942 $209K 0.09% +37 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 6,010 shares; 2023Q2: 6,010 shares; 2023Q3: 6,044 shares; 2023Q4: 5,966 shares; 2024Q1: 5,783 shares; 2024Q2: 5,482 shares; 2024Q3: 4,794 shares; 2024Q4: 4,818 shares 4,818 $209K 0.09% +24 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,071 shares; 2023Q2: 3,367 shares; 2023Q3: 3,446 shares; 2023Q4: 3,367 shares; 2024Q1: 3,718 shares; 2024Q2: 3,625 shares; 2024Q3: 3,610 shares; 2024Q4: 3,814 shares 3,814 $205K 0.09% +204 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: 16,577 shares; 2023Q2: 16,052 shares; 2023Q3: 15,728 shares; 2023Q4: 14,768 shares; 2024Q1: 13,226 shares; 2024Q2: 12,968 shares; 2024Q3: 12,408 shares; 2024Q4: 11,184 shares 11,184 $204K 0.09% -1,224 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7,226 shares 7,226 $198K 0.09% new 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: 915 shares; 2023Q2: 916 shares; 2023Q3: 1,042 shares; 2023Q4: 1,070 shares; 2024Q1: 1,085 shares; 2024Q2: 1,031 shares; 2024Q3: 1,233 shares; 2024Q4: 1,314 shares 1,314 $190K 0.08% +81 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: 620 shares; 2023Q2: 696 shares; 2023Q3: 686 shares; 2023Q4: 686 shares; 2024Q1: 1,016 shares; 2024Q2: 1,042 shares; 2024Q3: 760 shares; 2024Q4: 1,000 shares 1,000 $189K 0.08% +240 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,727 shares; 2023Q2: 2,079 shares; 2023Q3: 1,977 shares; 2023Q4: 1,936 shares; 2024Q1: 1,774 shares; 2024Q2: 1,827 shares; 2024Q3: 1,448 shares; 2024Q4: 1,752 shares 1,752 $189K 0.08% +304 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: 405 shares; 2023Q2: 405 shares; 2023Q3: 405 shares; 2023Q4: 405 shares; 2024Q1: 405 shares; 2024Q2: 400 shares; 2024Q3: 375 shares; 2024Q4: 475 shares 475 $185K 0.08% +100 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: 1,195 shares; 2023Q2: 1,195 shares; 2023Q3: 1,195 shares; 2023Q4: 1,104 shares; 2024Q1: 1,104 shares; 2024Q2: 1,104 shares; 2024Q3: 1,084 shares; 2024Q4: 1,199 shares 1,199 $182K 0.08% +115 Timeline QCJL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7,490 shares; 2024Q4: 8,375 shares 8,375 $176K 0.08% +885 Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 750 shares; 2023Q4: 750 shares; 2024Q1: 750 shares; 2024Q2: not reported; 2024Q3: 4,085 shares; 2024Q4: 4,085 shares 4,085 $171K 0.07% 0 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: 624 shares; 2023Q2: 408 shares; 2023Q3: 408 shares; 2023Q4: 343 shares; 2024Q1: 1,059 shares; 2024Q2: 1,059 shares; 2024Q3: 1,059 shares; 2024Q4: 1,884 shares 1,884 $170K 0.07% +825 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: 742 shares; 2023Q2: 742 shares; 2023Q3: 742 shares; 2023Q4: 742 shares; 2024Q1: 742 shares; 2024Q2: 742 shares; 2024Q3: 742 shares; 2024Q4: 742 shares 742 $169K 0.07% 0 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 140 shares; 2024Q1: 1,960 shares; 2024Q2: 2,460 shares; 2024Q3: 2,810 shares; 2024Q4: 2,230 shares 2,230 $167K 0.07% -580 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,552 shares; 2024Q1: 9,255 shares; 2024Q2: 5,605 shares; 2024Q3: 5,045 shares; 2024Q4: 4,045 shares 4,045 $162K 0.07% -1,000 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 19,786 shares; 2023Q2: 17,811 shares; 2023Q3: 3,100 shares; 2023Q4: 2,600 shares; 2024Q1: 2,100 shares; 2024Q2: 1,950 shares; 2024Q3: 1,950 shares; 2024Q4: 1,475 shares 1,475 $157K 0.07% -475 Timeline VGIT 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: 86 shares; 2023Q2: 86 shares; 2023Q3: 86 shares; 2023Q4: 86 shares; 2024Q1: 86 shares; 2024Q2: 86 shares; 2024Q3: 2,926 shares; 2024Q4: 2,646 shares 2,646 $153K 0.07% -280 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,618 shares; 2023Q2: 2,618 shares; 2023Q3: 3,018 shares; 2023Q4: 3,018 shares; 2024Q1: 3,018 shares; 2024Q2: 3,021 shares; 2024Q3: 2,900 shares; 2024Q4: 2,900 shares 2,900 $152K 0.07% 0 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 350 shares; 2023Q2: 275 shares; 2023Q3: 275 shares; 2023Q4: 275 shares; 2024Q1: 305 shares; 2024Q2: 445 shares; 2024Q3: 1,720 shares; 2024Q4: 2,695 shares 2,695 $152K 0.07% +975 Timeline LAZARD LTD-CLASS A LAZARD LTD-CLASS A More: the full row for LAZARD LTD-CLASS A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,950 shares; 2023Q2: 2,950 shares; 2023Q3: 2,950 shares; 2023Q4: 2,950 shares; 2024Q1: 2,950 shares; 2024Q2: 2,950 shares; 2024Q3: 2,950 shares; 2024Q4: 2,950 shares 2,950 $152K 0.07% 0 MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5 shares; 2024Q3: 150 shares; 2024Q4: 510 shares 510 $148K 0.06% +360 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 304 shares; 2023Q2: 304 shares; 2023Q3: 304 shares; 2023Q4: 304 shares; 2024Q1: 256 shares; 2024Q2: 256 shares; 2024Q3: 1,077 shares; 2024Q4: 1,077 shares 1,077 $147K 0.06% 0 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,050 shares; 2023Q4: 3,625 shares; 2024Q1: 10,050 shares; 2024Q2: 5,400 shares; 2024Q3: 5,385 shares; 2024Q4: 5,385 shares 5,385 $146K 0.06% 0 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,457 shares; 2023Q2: 2,380 shares; 2023Q3: 4,982 shares; 2023Q4: 4,555 shares; 2024Q1: 4,750 shares; 2024Q2: 4,969 shares; 2024Q3: 5,410 shares; 2024Q4: 6,423 shares 6,423 $141K 0.06% +1,013 Timeline DJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 6,000 shares; 2023Q4: 1,750 shares; 2024Q1: not reported; 2024Q2: 6,850 shares; 2024Q3: 6,450 shares; 2024Q4: 3,225 shares 3,225 $140K 0.06% -3,225 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: 427 shares; 2023Q2: 427 shares; 2023Q3: 427 shares; 2023Q4: 427 shares; 2024Q1: 427 shares; 2024Q2: 427 shares; 2024Q3: 427 shares; 2024Q4: 427 shares 427 $138K 0.06% 0 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: 700 shares; 2023Q2: 600 shares; 2023Q3: 525 shares; 2023Q4: 500 shares; 2024Q1: 465 shares; 2024Q2: 587 shares; 2024Q3: 587 shares; 2024Q4: 812 shares 812 $137K 0.06% +225 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: 775 shares; 2023Q2: 775 shares; 2023Q3: 600 shares; 2023Q4: 661 shares; 2024Q1: 661 shares; 2024Q2: 661 shares; 2024Q3: 595 shares; 2024Q4: 586 shares 586 $132K 0.06% -9 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 545 shares; 2023Q2: 545 shares; 2023Q3: 460 shares; 2023Q4: 456 shares; 2024Q1: 456 shares; 2024Q2: 256 shares; 2024Q3: 210 shares; 2024Q4: 210 shares 210 $132K 0.06% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 484 shares; 2023Q2: 484 shares; 2023Q3: 457 shares; 2023Q4: 458 shares; 2024Q1: 458 shares; 2024Q2: 459 shares; 2024Q3: 459 shares; 2024Q4: 460 shares 460 $131K 0.06% +1 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 16,000 shares; 2023Q2: 16,000 shares; 2023Q3: 16,000 shares; 2023Q4: 16,000 shares; 2024Q1: 16,000 shares; 2024Q2: 16,000 shares; 2024Q3: 16,000 shares; 2024Q4: 16,000 shares 16,000 $131K 0.06% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,540 shares; 2024Q2: not reported; 2024Q3: 2,255 shares; 2024Q4: 2,455 shares 2,455 $130K 0.06% +200 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,480 shares; 2023Q2: 3,838 shares; 2023Q3: 3,065 shares; 2023Q4: 2,165 shares; 2024Q1: 2,165 shares; 2024Q2: 2,165 shares; 2024Q3: 1,935 shares; 2024Q4: 1,600 shares 1,600 $130K 0.06% -335 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,525 shares; 2023Q2: 4,425 shares; 2023Q3: 2,775 shares; 2023Q4: 2,269 shares; 2024Q1: 1,300 shares; 2024Q2: 1,100 shares; 2024Q3: 1,100 shares; 2024Q4: 3,788 shares 3,788 $130K 0.06% +2,688 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,910 shares; 2023Q2: 4,755 shares; 2023Q3: 4,440 shares; 2023Q4: 5,470 shares; 2024Q1: 4,210 shares; 2024Q2: 4,210 shares; 2024Q3: 4,310 shares; 2024Q4: 4,220 shares 4,220 $123K 0.05% -90 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,278 shares; 2023Q2: 4,372 shares; 2023Q3: not reported; 2023Q4: 7,904 shares; 2024Q1: 9,440 shares; 2024Q2: 9,651 shares; 2024Q3: 8,053 shares; 2024Q4: 8,282 shares 8,282 $119K 0.05% +229 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: 1,170 shares; 2023Q2: 1,095 shares; 2023Q3: 977 shares; 2023Q4: 977 shares; 2024Q1: 965 shares; 2024Q2: 890 shares; 2024Q3: 890 shares; 2024Q4: 890 shares 890 $117K 0.05% 0 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,580 shares; 2023Q2: 1,580 shares; 2023Q3: 1,475 shares; 2023Q4: 1,475 shares; 2024Q1: 1,475 shares; 2024Q2: 1,475 shares; 2024Q3: 1,150 shares; 2024Q4: 1,500 shares 1,500 $116K 0.05% +350 Timeline DJT TRUMP MEDIA & TECHNOLOGY GRO More: the full row for TRUMP MEDIA & TECHNOLOGY GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,353 shares; 2023Q2: 3,353 shares; 2023Q3: 3,353 shares; 2023Q4: 3,353 shares; 2024Q1: 3,353 shares; 2024Q2: 3,353 shares; 2024Q3: 3,353 shares; 2024Q4: 3,353 shares 3,353 $114K 0.05% 0 Timeline CRMD CORMEDIX INC More: the full row for CORMEDIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 12,000 shares; 2024Q4: 14,000 shares 14,000 $113K 0.05% +2,000 Timeline QDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 485 shares; 2024Q1: 2,710 shares; 2024Q2: 2,460 shares; 2024Q3: 2,510 shares; 2024Q4: 4,050 shares 4,050 $112K 0.05% +1,540 Timeline ARISTA NETWORKS INC ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 394 shares; 2023Q2: 394 shares; 2023Q3: 375 shares; 2023Q4: 300 shares; 2024Q1: 250 shares; 2024Q2: 250 shares; 2024Q3: 250 shares; 2024Q4: 1,000 shares 1,000 $111K 0.05% +750 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: 1,260 shares; 2023Q2: 1,260 shares; 2023Q3: 1,200 shares; 2023Q4: 1,200 shares; 2024Q1: 1,200 shares; 2024Q2: 1,200 shares; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares 1,200 $109K 0.05% 0 Timeline SPH SUBURBAN PROPANE PARTNERS L More: the full row for SUBURBAN PROPANE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 6,350 shares; 2023Q2: 6,350 shares; 2023Q3: 6,350 shares; 2023Q4: 6,350 shares; 2024Q1: 6,350 shares; 2024Q2: 6,350 shares; 2024Q3: 6,350 shares; 2024Q4: 6,350 shares 6,350 $109K 0.05% 0 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 760 shares; 2023Q2: 710 shares; 2023Q3: 615 shares; 2023Q4: 611 shares; 2024Q1: 1,733 shares; 2024Q2: 1,388 shares; 2024Q3: 1,388 shares; 2024Q4: 1,388 shares 1,388 $108K 0.05% 0 Timeline SAM BOSTON BEER INC More: the full row for BOSTON BEER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,095 shares; 2023Q2: 1,265 shares; 2023Q3: 975 shares; 2023Q4: 948 shares; 2024Q1: 928 shares; 2024Q2: 495 shares; 2024Q3: 420 shares; 2024Q4: 355 shares 355 $106K 0.05% -65 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,880 shares; 2023Q2: 4,830 shares; 2023Q3: 4,700 shares; 2023Q4: 4,675 shares; 2024Q1: 4,535 shares; 2024Q2: 4,235 shares; 2024Q3: 3,960 shares; 2024Q4: 3,860 shares 3,860 $106K 0.05% -100 Timeline CLOB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,100 shares 2,100 $106K 0.05% new Timeline AQR Diversified Arbitr AQR Diversified Arbitr More: the full row for AQR Diversified Arbitr Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 33,056 shares; 2023Q2: 31,152 shares; 2023Q3: not reported; 2023Q4: 13,641 shares; 2024Q1: 11,491 shares; 2024Q2: 9,999 shares; 2024Q3: 8,318 shares; 2024Q4: 8,318 shares 8,318 $101K 0.04% 0 SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 908 shares; 2023Q2: 911 shares; 2023Q3: 914 shares; 2023Q4: 914 shares; 2024Q1: 908 shares; 2024Q2: 908 shares; 2024Q3: 904 shares; 2024Q4: 904 shares 904 $100K 0.04% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,113 shares 3,113 $98K 0.04% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,601 shares; 2023Q2: 3,187 shares; 2023Q3: 2,637 shares; 2023Q4: 2,637 shares; 2024Q1: 2,618 shares; 2024Q2: 2,543 shares; 2024Q3: 2,348 shares; 2024Q4: 2,348 shares 2,348 $98K 0.04% 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: 854 shares; 2023Q2: 854 shares; 2023Q3: 889 shares; 2023Q4: 884 shares; 2024Q1: 851 shares; 2024Q2: 1,011 shares; 2024Q3: 853 shares; 2024Q4: 853 shares 853 $95K 0.04% 0 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 500 shares; 2023Q2: 1,475 shares; 2023Q3: 1,475 shares; 2023Q4: 1,475 shares; 2024Q1: 1,750 shares; 2024Q2: 1,750 shares; 2024Q3: 1,470 shares; 2024Q4: 1,170 shares 1,170 $95K 0.04% -300 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,495 shares; 2023Q2: 6,470 shares; 2023Q3: 13,609 shares; 2023Q4: 17,774 shares; 2024Q1: 1,990 shares; 2024Q2: 1,040 shares; 2024Q3: 890 shares; 2024Q4: 820 shares 820 $95K 0.04% -70 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: 580 shares; 2023Q2: 484 shares; 2023Q3: 488 shares; 2023Q4: 517 shares; 2024Q1: 590 shares; 2024Q2: 524 shares; 2024Q3: 527 shares; 2024Q4: 527 shares 527 $94K 0.04% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 931 shares; 2023Q2: 931 shares; 2023Q3: 643 shares; 2023Q4: 568 shares; 2024Q1: 1,088 shares; 2024Q2: 1,634 shares; 2024Q3: 875 shares; 2024Q4: 875 shares 875 $94K 0.04% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 338 shares; 2023Q2: 338 shares; 2023Q3: 338 shares; 2023Q4: 338 shares; 2024Q1: 1,665 shares; 2024Q2: 1,615 shares; 2024Q3: 1,615 shares; 2024Q4: 1,615 shares 1,615 $94K 0.04% 0 Timeline EINC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,000 shares; 2023Q2: 1,000 shares; 2023Q3: 1,000 shares; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares 1,000 $94K 0.04% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,505 shares; 2023Q2: 1,105 shares; 2023Q3: 875 shares; 2023Q4: 875 shares; 2024Q1: 875 shares; 2024Q2: 800 shares; 2024Q3: 790 shares; 2024Q4: 790 shares 790 $93K 0.04% 0 Timeline PK PARK HOTELS & RESORTS INC More: the full row for PARK HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 17,640 shares; 2023Q2: 19,965 shares; 2023Q3: 19,965 shares; 2023Q4: 19,565 shares; 2024Q1: 19,915 shares; 2024Q2: 12,940 shares; 2024Q3: 11,120 shares; 2024Q4: 6,395 shares 6,395 $90K 0.04% -4,725 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,800 shares; 2023Q2: 2,800 shares; 2023Q3: 2,800 shares; 2023Q4: 2,839 shares; 2024Q1: 2,840 shares; 2024Q2: 3,040 shares; 2024Q3: 2,841 shares; 2024Q4: 2,842 shares 2,842 $89K 0.04% +1 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 10,805 shares; 2023Q2: 13,870 shares; 2023Q3: 16,005 shares; 2023Q4: 16,200 shares; 2024Q1: 5,700 shares; 2024Q2: 5,000 shares; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares 1,500 $89K 0.04% 0 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,570 shares; 2023Q2: 4,795 shares; 2023Q3: 4,895 shares; 2023Q4: 5,110 shares; 2024Q1: 4,985 shares; 2024Q2: 3,735 shares; 2024Q3: 3,735 shares; 2024Q4: 3,735 shares 3,735 $88K 0.04% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 750 shares; 2023Q2: 725 shares; 2023Q3: 725 shares; 2023Q4: 725 shares; 2024Q1: 725 shares; 2024Q2: 725 shares; 2024Q3: 725 shares; 2024Q4: 725 shares 725 $87K 0.04% 0 Timeline BOTZ 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: 500 shares; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: 1,325 shares; 2024Q1: 1,400 shares; 2024Q2: 2,000 shares; 2024Q3: 2,700 shares; 2024Q4: 2,725 shares 2,725 $87K 0.04% +25 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 490 shares; 2024Q2: 437 shares; 2024Q3: 476 shares; 2024Q4: 492 shares 492 $86K 0.04% +16 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 560 shares 560 $86K 0.04% new Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 26,180 shares; 2024Q4: 46,755 shares 46,755 $86K 0.04% +20,575 Timeline BARRICK GOLD CORP BARRICK GOLD CORP More: the full row for BARRICK GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,000 shares; 2024Q4: 5,555 shares 5,555 $86K 0.04% +2,555 WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,507 shares; 2023Q2: 2,507 shares; 2023Q3: 2,507 shares; 2023Q4: 2,507 shares; 2024Q1: 2,507 shares; 2024Q2: 2,507 shares; 2024Q3: 2,507 shares; 2024Q4: 2,507 shares 2,507 $82K 0.04% 0 Timeline Equitable Resources Inc Equitable Resources Inc More: the full row for Equitable Resources Inc Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,116 shares; 2024Q4: 1,770 shares 1,770 $82K 0.04% -346 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: not reported; 2023Q2: not reported; 2023Q3: 9,572 shares; 2023Q4: 11,552 shares; 2024Q1: 22,867 shares; 2024Q2: 27,912 shares; 2024Q3: 27,977 shares; 2024Q4: 29,862 shares 29,862 $81K 0.04% +1,885 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: not reported; 2023Q2: not reported; 2023Q3: 14 shares; 2023Q4: 139 shares; 2024Q1: 136 shares; 2024Q2: 136 shares; 2024Q3: 136 shares; 2024Q4: 238 shares 238 $80K 0.03% +102 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,775 shares; 2023Q2: 1,575 shares; 2023Q3: 1,275 shares; 2023Q4: 1,275 shares; 2024Q1: 1,275 shares; 2024Q2: 1,275 shares; 2024Q3: 1,276 shares; 2024Q4: 1,277 shares 1,277 $79K 0.03% +1 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: 30 shares; 2023Q2: 30 shares; 2023Q3: 7 shares; 2023Q4: 7 shares; 2024Q1: 7 shares; 2024Q2: 52 shares; 2024Q3: 7 shares; 2024Q4: 87 shares 87 $78K 0.03% +80 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: 175 shares; 2023Q2: 125 shares; 2023Q3: 125 shares; 2023Q4: 125 shares; 2024Q1: 115 shares; 2024Q2: 115 shares; 2024Q3: 115 shares; 2024Q4: 245 shares 245 $77K 0.03% +130 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,395 shares; 2023Q2: 2,240 shares; 2023Q3: 1,950 shares; 2023Q4: 1,950 shares; 2024Q1: 1,625 shares; 2024Q2: 1,525 shares; 2024Q3: 1,525 shares; 2024Q4: 1,525 shares 1,525 $77K 0.03% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 974 shares; 2023Q2: 974 shares; 2023Q3: 968 shares; 2023Q4: 968 shares; 2024Q1: 968 shares; 2024Q2: 1,443 shares; 2024Q3: 968 shares; 2024Q4: 968 shares 968 $76K 0.03% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,859 shares; 2023Q2: 1,231 shares; 2023Q3: 1,632 shares; 2023Q4: 1,232 shares; 2024Q1: 1,252 shares; 2024Q2: 1,277 shares; 2024Q3: 728 shares; 2024Q4: 728 shares 728 $74K 0.03% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,297 shares; 2023Q2: 1,297 shares; 2023Q3: 1,297 shares; 2023Q4: 1,297 shares; 2024Q1: 1,297 shares; 2024Q2: 1,297 shares; 2024Q3: 1,297 shares; 2024Q4: 1,297 shares 1,297 $74K 0.03% 0 Timeline AKBA AKEBIA THREAPEUTICS INC More: the full row for AKEBIA THREAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 38,461 shares 38,461 $73K 0.03% new Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,000 shares; 2023Q2: 3,000 shares; 2023Q3: 3,000 shares; 2023Q4: 3,000 shares; 2024Q1: 3,000 shares; 2024Q2: 3,000 shares; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares 3,000 $72K 0.03% 0 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 742 shares; 2023Q2: 743 shares; 2023Q3: 543 shares; 2023Q4: 544 shares; 2024Q1: 534 shares; 2024Q2: 534 shares; 2024Q3: 534 shares; 2024Q4: 535 shares 535 $71K 0.03% +1 Timeline KBWD 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: 9,450 shares; 2023Q2: 9,450 shares; 2023Q3: 9,350 shares; 2023Q4: 9,350 shares; 2024Q1: 9,350 shares; 2024Q2: 4,975 shares; 2024Q3: 4,900 shares; 2024Q4: 4,825 shares 4,825 $71K 0.03% -75 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: 7,710 shares; 2023Q2: 7,235 shares; 2023Q3: 5,210 shares; 2023Q4: 5,200 shares; 2024Q1: 2,175 shares; 2024Q2: 785 shares; 2024Q3: 785 shares; 2024Q4: 785 shares 785 $70K 0.03% 0 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 400 shares; 2024Q4: 2,960 shares 2,960 $69K 0.03% +2,560 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: 700 shares; 2023Q2: 700 shares; 2023Q3: 700 shares; 2023Q4: 700 shares; 2024Q1: 965 shares; 2024Q2: 965 shares; 2024Q3: 700 shares; 2024Q4: 700 shares 700 $68K 0.03% 0 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: 375 shares; 2023Q2: 375 shares; 2023Q3: 375 shares; 2023Q4: 375 shares; 2024Q1: 325 shares; 2024Q2: 275 shares; 2024Q3: 275 shares; 2024Q4: 415 shares 415 $67K 0.03% +140 Timeline XYLD 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: 2,025 shares; 2023Q2: 2,010 shares; 2023Q3: 2,000 shares; 2023Q4: 2,000 shares; 2024Q1: 1,875 shares; 2024Q2: 1,875 shares; 2024Q3: 1,870 shares; 2024Q4: 1,575 shares 1,575 $66K 0.03% -295 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 38,239 shares; 2023Q2: 38,209 shares; 2023Q3: 278 shares; 2023Q4: 278 shares; 2024Q1: 245 shares; 2024Q2: 225 shares; 2024Q3: 225 shares; 2024Q4: 225 shares 225 $65K 0.03% 0 Timeline KBE 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: 2,315 shares; 2023Q2: 2,315 shares; 2023Q3: 2,265 shares; 2023Q4: 2,250 shares; 2024Q1: 2,230 shares; 2024Q2: 1,980 shares; 2024Q3: 1,215 shares; 2024Q4: 1,170 shares 1,170 $65K 0.03% -45 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,551 shares; 2023Q2: 2,551 shares; 2023Q3: 2,552 shares; 2023Q4: 2,537 shares; 2024Q1: 3,537 shares; 2024Q2: 3,537 shares; 2024Q3: 5,212 shares; 2024Q4: 3,212 shares 3,212 $64K 0.03% -2,000 Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 4,455 shares; 2023Q4: 5,430 shares; 2024Q1: 4,435 shares; 2024Q2: 4,185 shares; 2024Q3: 3,635 shares; 2024Q4: 2,335 shares 2,335 $64K 0.03% -1,300 Timeline BGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,575 shares; 2024Q3: 3,475 shares; 2024Q4: 3,475 shares 3,475 $64K 0.03% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 770 shares 770 $63K 0.03% new Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,320 shares; 2024Q4: 2,970 shares 2,970 $63K 0.03% -350 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: 1,368 shares; 2023Q2: 1,318 shares; 2023Q3: 1,263 shares; 2023Q4: 1,263 shares; 2024Q1: 1,263 shares; 2024Q2: 1,258 shares; 2024Q3: 1,008 shares; 2024Q4: 1,008 shares 1,008 $63K 0.03% 0 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,030 shares 1,030 $62K 0.03% new Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,550 shares; 2023Q2: 1,550 shares; 2023Q3: 1,550 shares; 2023Q4: 1,550 shares; 2024Q1: 1,550 shares; 2024Q2: 1,550 shares; 2024Q3: 700 shares; 2024Q4: 700 shares 700 $61K 0.03% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,833 shares; 2023Q2: 2,833 shares; 2023Q3: 2,833 shares; 2023Q4: 2,833 shares; 2024Q1: 2,833 shares; 2024Q2: 2,833 shares; 2024Q3: 2,833 shares; 2024Q4: 2,833 shares 2,833 $60K 0.03% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 533 shares; 2024Q1: 533 shares; 2024Q2: 1,307 shares; 2024Q3: 1,032 shares; 2024Q4: 783 shares 783 $60K 0.03% -249 Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 5,000 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 470 shares; 2024Q1: 470 shares; 2024Q2: 470 shares; 2024Q3: 470 shares; 2024Q4: 1,520 shares 1,520 $60K 0.03% +1,050 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 466 shares; 2024Q1: 466 shares; 2024Q2: 466 shares; 2024Q3: 466 shares; 2024Q4: 466 shares 466 $59K 0.03% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,285 shares; 2023Q2: 3,285 shares; 2023Q3: 3,135 shares; 2023Q4: 2,835 shares; 2024Q1: 3,085 shares; 2024Q2: 3,985 shares; 2024Q3: 3,135 shares; 2024Q4: 1,985 shares 1,985 $59K 0.03% -1,150 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 103 shares; 2023Q2: 103 shares; 2023Q3: 103 shares; 2023Q4: 103 shares; 2024Q1: 135 shares; 2024Q2: 103 shares; 2024Q3: 103 shares; 2024Q4: 138 shares 138 $58K 0.03% +35 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 135 shares; 2023Q2: 125 shares; 2023Q3: 125 shares; 2023Q4: 125 shares; 2024Q1: 575 shares; 2024Q2: 575 shares; 2024Q3: 575 shares; 2024Q4: 575 shares 575 $58K 0.03% 0 Timeline DNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,980 shares; 2024Q1: 1,180 shares; 2024Q2: 1,180 shares; 2024Q3: 1,150 shares; 2024Q4: 1,325 shares 1,325 $57K 0.02% +175 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: 905 shares; 2023Q2: 905 shares; 2023Q3: 905 shares; 2023Q4: 905 shares; 2024Q1: 905 shares; 2024Q2: 905 shares; 2024Q3: 905 shares; 2024Q4: 905 shares 905 $56K 0.02% 0 Timeline INTERPUBLIC GROUP COS INTERPUBLIC GROUP COS More: the full row for INTERPUBLIC GROUP COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,500 shares; 2023Q2: 2,500 shares; 2023Q3: 2,000 shares; 2023Q4: 2,000 shares; 2024Q1: 2,000 shares; 2024Q2: 2,000 shares; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares 2,000 $56K 0.02% 0 ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 205 shares; 2023Q2: 205 shares; 2023Q3: 205 shares; 2023Q4: 205 shares; 2024Q1: 205 shares; 2024Q2: 175 shares; 2024Q3: 175 shares; 2024Q4: 150 shares 150 $55K 0.02% -25 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,200 shares; 2024Q4: 5,153 shares 5,153 $55K 0.02% +3,953 Timeline AMZA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 245 shares; 2023Q2: 245 shares; 2023Q3: 917 shares; 2023Q4: 993 shares; 2024Q1: 1,198 shares; 2024Q2: 1,221 shares; 2024Q3: 1,245 shares; 2024Q4: 1,253 shares 1,253 $54K 0.02% +8 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,000 shares; 2023Q2: 1,000 shares; 2023Q3: 1,000 shares; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,925 shares; 2024Q3: 1,925 shares; 2024Q4: 1,925 shares 1,925 $53K 0.02% 0 Timeline HEALTHCARE RLTY TR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,150 shares 3,150 $53K 0.02% new FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,400 shares; 2023Q2: 1,400 shares; 2023Q3: 1,400 shares; 2023Q4: 1,400 shares; 2024Q1: 1,400 shares; 2024Q2: 1,400 shares; 2024Q3: 700 shares; 2024Q4: 700 shares 700 $52K 0.02% 0 Timeline DFAX 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,092 shares; 2024Q1: 2,092 shares; 2024Q2: 2,092 shares; 2024Q3: 2,092 shares; 2024Q4: 2,092 shares 2,092 $52K 0.02% 0 Timeline HEWLETT PACKARD CO HEWLETT PACKARD CO More: the full row for HEWLETT PACKARD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,584 shares; 2023Q2: 1,584 shares; 2023Q3: 1,584 shares; 2023Q4: 1,584 shares; 2024Q1: 1,584 shares; 2024Q2: 1,584 shares; 2024Q3: 1,584 shares; 2024Q4: 1,584 shares 1,584 $52K 0.02% 0 JHSC JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,291 shares 1,291 $51K 0.02% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 54 shares; 2023Q2: 54 shares; 2023Q3: 63 shares; 2023Q4: 36 shares; 2024Q1: 34 shares; 2024Q2: 24 shares; 2024Q3: 24 shares; 2024Q4: 96 shares 96 $50K 0.02% +72 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 375 shares; 2024Q1: 375 shares; 2024Q2: 375 shares; 2024Q3: 375 shares; 2024Q4: 375 shares 375 $49K 0.02% 0 Timeline DMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 7,920 shares; 2024Q3: 2,615 shares; 2024Q4: 1,215 shares 1,215 $49K 0.02% -1,400 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares 200 $47K 0.02% 0 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,203 shares; 2023Q2: 1,090 shares; 2023Q3: 1,190 shares; 2023Q4: 1,229 shares; 2024Q1: 1,165 shares; 2024Q2: 825 shares; 2024Q3: 825 shares; 2024Q4: 825 shares 825 $47K 0.02% 0 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,045 shares 1,045 $46K 0.02% new Timeline DEED FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 10,284 shares; 2023Q2: 8,853 shares; 2023Q3: 7,383 shares; 2023Q4: 7,270 shares; 2024Q1: 2,325 shares; 2024Q2: 2,200 shares; 2024Q3: 2,200 shares; 2024Q4: 2,240 shares 2,240 $46K 0.02% +40 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: 500 shares; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares 500 $45K 0.02% 0 Timeline ALGS ALIGOS THERAPEUTICS INC More: the full row for ALIGOS THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 100 shares; 2024Q4: 1,100 shares 1,100 $44K 0.02% +1,000 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,998 shares; 2023Q2: 2,458 shares; 2023Q3: 1,687 shares; 2023Q4: 1,805 shares; 2024Q1: 2,082 shares; 2024Q2: 2,295 shares; 2024Q3: 2,048 shares; 2024Q4: 2,142 shares 2,142 $43K 0.02% +94 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 195 shares 195 $42K 0.02% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 300 shares; 2023Q2: 250 shares; 2023Q3: 250 shares; 2023Q4: 250 shares; 2024Q1: 250 shares; 2024Q2: 250 shares; 2024Q3: 250 shares; 2024Q4: 250 shares 250 $42K 0.02% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 125 shares; 2023Q2: 125 shares; 2023Q3: 125 shares; 2023Q4: 50 shares; 2024Q1: 990 shares; 2024Q2: 990 shares; 2024Q3: 945 shares; 2024Q4: 395 shares 395 $42K 0.02% -550 Timeline GME GAMESTOP CORP More: the full row for GAMESTOP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 949 shares; 2023Q2: 949 shares; 2023Q3: 949 shares; 2023Q4: 949 shares; 2024Q1: 949 shares; 2024Q2: 1,345 shares; 2024Q3: 1,345 shares; 2024Q4: 1,345 shares 1,345 $42K 0.02% 0 Timeline CANADIAN PACIFIC RAILWAYS CANADIAN PACIFIC RAILWAYS More: the full row for CANADIAN PACIFIC RAILWAYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 576 shares; 2023Q2: 576 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 576 shares; 2024Q2: 576 shares; 2024Q3: 576 shares; 2024Q4: 576 shares 576 $42K 0.02% 0 TOTALENERGIES SE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 775 shares; 2023Q2: 775 shares; 2023Q3: 775 shares; 2023Q4: 775 shares; 2024Q1: 775 shares; 2024Q2: 775 shares; 2024Q3: 775 shares; 2024Q4: 775 shares 775 $42K 0.02% 0 SIEGY SIEMENS AG-SPONS ADR More: the full row for SIEMENS AG-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 630 shares; 2023Q2: 630 shares; 2023Q3: 630 shares; 2023Q4: 630 shares; 2024Q1: 630 shares; 2024Q2: 630 shares; 2024Q3: 430 shares; 2024Q4: 430 shares 430 $42K 0.02% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1 shares; 2024Q3: 1 shares; 2024Q4: 66 shares 66 $41K 0.02% +65 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 120 shares 120 $41K 0.02% new Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 40 shares; 2023Q2: 40 shares; 2023Q3: 40 shares; 2023Q4: 40 shares; 2024Q1: 40 shares; 2024Q2: 40 shares; 2024Q3: 40 shares; 2024Q4: 40 shares 40 $41K 0.02% 0 HIMX HIMAX TECHNOLOGIES INC More: the full row for HIMAX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 5,000 shares; 2023Q2: 5,000 shares; 2023Q3: 6,000 shares; 2023Q4: 5,000 shares; 2024Q1: 5,000 shares; 2024Q2: 5,000 shares; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares 5,000 $40K 0.02% 0 Timeline O'Shares Global Internet O'Shares Global Internet More: the full row for O'Shares Global Internet Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 1,625 shares; 2023Q3: 1,310 shares; 2023Q4: 1,185 shares; 2024Q1: 1,170 shares; 2024Q2: 965 shares; 2024Q3: 960 shares; 2024Q4: 860 shares 860 $40K 0.02% -100 SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 632 shares; 2023Q2: 542 shares; 2023Q3: 517 shares; 2023Q4: 517 shares; 2024Q1: 677 shares; 2024Q2: 777 shares; 2024Q3: 437 shares; 2024Q4: 437 shares 437 $39K 0.02% 0 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 7,215 shares; 2023Q2: 7,390 shares; 2023Q3: 6,650 shares; 2023Q4: 6,575 shares; 2024Q1: 3,865 shares; 2024Q2: 1,665 shares; 2024Q3: 1,665 shares; 2024Q4: 1,665 shares 1,665 $39K 0.02% 0 Timeline ALPS ETF TR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 805 shares 805 $39K 0.02% new IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 510 shares; 2023Q2: 495 shares; 2023Q3: 445 shares; 2023Q4: 445 shares; 2024Q1: 445 shares; 2024Q2: 445 shares; 2024Q3: 445 shares; 2024Q4: 445 shares 445 $38K 0.02% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 365 shares; 2023Q2: 340 shares; 2023Q3: 340 shares; 2023Q4: 340 shares; 2024Q1: 340 shares; 2024Q2: 290 shares; 2024Q3: 290 shares; 2024Q4: 290 shares 290 $38K 0.02% 0 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,575 shares; 2023Q2: 1,575 shares; 2023Q3: 2,793 shares; 2023Q4: 2,841 shares; 2024Q1: 2,917 shares; 2024Q2: 2,979 shares; 2024Q3: 3,033 shares; 2024Q4: 3,088 shares 3,088 $38K 0.02% +55 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,840 shares; 2023Q2: 2,890 shares; 2023Q3: 4,360 shares; 2023Q4: 4,330 shares; 2024Q1: 690 shares; 2024Q2: 690 shares; 2024Q3: 690 shares; 2024Q4: 500 shares 500 $38K 0.02% -190 Timeline FTXN FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,450 shares; 2023Q2: 2,450 shares; 2023Q3: 2,450 shares; 2023Q4: 2,450 shares; 2024Q1: 2,450 shares; 2024Q2: 2,450 shares; 2024Q3: 1,325 shares; 2024Q4: 1,325 shares 1,325 $38K 0.02% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,499 shares; 2023Q2: 5,526 shares; 2023Q3: 6,812 shares; 2023Q4: 6,524 shares; 2024Q1: 5,856 shares; 2024Q2: 4,494 shares; 2024Q3: 1,646 shares; 2024Q4: 1,646 shares 1,646 $37K 0.02% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 98 shares; 2023Q2: 98 shares; 2023Q3: 73 shares; 2023Q4: 73 shares; 2024Q1: 70 shares; 2024Q2: 70 shares; 2024Q3: 70 shares; 2024Q4: 70 shares 70 $37K 0.02% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 35 shares 35 $37K 0.02% new Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,000 shares; 2023Q2: 2,000 shares; 2023Q3: 2,000 shares; 2023Q4: 2,000 shares; 2024Q1: 2,000 shares; 2024Q2: 2,000 shares; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares 2,000 $37K 0.02% 0 Timeline NORTHEAST BANCORP NORTHEAST BANCORP More: the full row for NORTHEAST BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 1,500 shares; 2023Q3: 1,500 shares; 2023Q4: 1,500 shares; 2024Q1: 1,500 shares; 2024Q2: 1,500 shares; 2024Q3: 400 shares; 2024Q4: 400 shares 400 $37K 0.02% 0 QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 509 shares; 2023Q2: 509 shares; 2023Q3: 509 shares; 2023Q4: 509 shares; 2024Q1: 509 shares; 2024Q2: 509 shares; 2024Q3: 509 shares; 2024Q4: 509 shares 509 $36K 0.02% 0 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 200 shares; 2024Q1: 240 shares; 2024Q2: 285 shares; 2024Q3: 660 shares; 2024Q4: 2,175 shares 2,175 $36K 0.02% +1,515 Timeline POWERSHARES ETF TRUST POWERSHARES ETF TRUST More: the full row for POWERSHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,400 shares; 2023Q2: 4,400 shares; 2023Q3: 2,900 shares; 2023Q4: 2,900 shares; 2024Q1: 2,200 shares; 2024Q2: 1,700 shares; 2024Q3: 1,700 shares; 2024Q4: 1,700 shares 1,700 $36K 0.02% 0 SOL Global Invts Corp SOL Global Invts Corp More: the full row for SOL Global Invts Corp Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 160,000 shares 160,000 $36K 0.02% new PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,440 shares; 2023Q2: 1,430 shares; 2023Q3: 1,405 shares; 2023Q4: 1,350 shares; 2024Q1: 1,300 shares; 2024Q2: 1,165 shares; 2024Q3: 900 shares; 2024Q4: 715 shares 715 $35K 0.02% -185 Timeline BKLN 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: 2,815 shares; 2023Q2: 2,715 shares; 2023Q3: 2,715 shares; 2023Q4: 2,465 shares; 2024Q1: 2,465 shares; 2024Q2: 1,965 shares; 2024Q3: 1,665 shares; 2024Q4: 1,665 shares 1,665 $35K 0.02% 0 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,575 shares; 2023Q2: 1,350 shares; 2023Q3: 1,125 shares; 2023Q4: 1,125 shares; 2024Q1: 775 shares; 2024Q2: 775 shares; 2024Q3: 725 shares; 2024Q4: 725 shares 725 $35K 0.02% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 13 shares; 2023Q2: 13 shares; 2023Q3: 13 shares; 2023Q4: 10 shares; 2024Q1: 10 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 130 shares 130 $34K 0.01% new 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: 150 shares; 2023Q2: 80 shares; 2023Q3: 80 shares; 2023Q4: 80 shares; 2024Q1: 80 shares; 2024Q2: 80 shares; 2024Q3: 59 shares; 2024Q4: 59 shares 59 $34K 0.01% 0 Timeline RUN SUNRUN INC More: the full row for SUNRUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 8,220 shares; 2023Q2: 6,615 shares; 2023Q3: 6,615 shares; 2023Q4: 6,615 shares; 2024Q1: 6,665 shares; 2024Q2: 6,565 shares; 2024Q3: 5,615 shares; 2024Q4: 3,665 shares 3,665 $34K 0.01% -1,950 Timeline Etfmg Prime Mobile Etfmg Prime Mobile More: the full row for Etfmg Prime Mobile Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 175 shares; 2023Q2: 610 shares; 2023Q3: 610 shares; 2023Q4: 610 shares; 2024Q1: 610 shares; 2024Q2: 610 shares; 2024Q3: 610 shares; 2024Q4: 585 shares 585 $34K 0.01% -25 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 115 shares 115 $33K 0.01% new Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 187 shares; 2024Q1: 187 shares; 2024Q2: 159 shares; 2024Q3: 134 shares; 2024Q4: 134 shares 134 $33K 0.01% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 322 shares; 2023Q2: 322 shares; 2023Q3: 322 shares; 2023Q4: 322 shares; 2024Q1: 322 shares; 2024Q2: 322 shares; 2024Q3: 322 shares; 2024Q4: 322 shares 322 $33K 0.01% 0 Timeline KRE 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: 1,200 shares; 2023Q2: 1,250 shares; 2023Q3: 1,150 shares; 2023Q4: 1,150 shares; 2024Q1: 1,150 shares; 2024Q2: 800 shares; 2024Q3: 550 shares; 2024Q4: 550 shares 550 $33K 0.01% 0 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 600 shares; 2023Q2: 600 shares; 2023Q3: 973 shares; 2023Q4: 980 shares; 2024Q1: 994 shares; 2024Q2: 1,007 shares; 2024Q3: 1,020 shares; 2024Q4: 1,031 shares 1,031 $33K 0.01% +11 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 658 shares; 2023Q2: 673 shares; 2023Q3: 1,426 shares; 2023Q4: 1,480 shares; 2024Q1: 1,532 shares; 2024Q2: 1,585 shares; 2024Q3: 1,641 shares; 2024Q4: 1,727 shares 1,727 $32K 0.01% +86 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,137 shares; 2023Q2: 422 shares; 2023Q3: 382 shares; 2023Q4: 382 shares; 2024Q1: 382 shares; 2024Q2: 382 shares; 2024Q3: 382 shares; 2024Q4: 322 shares 322 $32K 0.01% -60 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 8,235 shares; 2023Q2: 5,335 shares; 2023Q3: 2,885 shares; 2023Q4: 2,635 shares; 2024Q1: 1,285 shares; 2024Q2: 285 shares; 2024Q3: 185 shares; 2024Q4: 1,345 shares 1,345 $32K 0.01% +1,160 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 262 shares; 2023Q2: 314 shares; 2023Q3: 314 shares; 2023Q4: 314 shares; 2024Q1: 315 shares; 2024Q2: 445 shares; 2024Q3: 315 shares; 2024Q4: 316 shares 316 $31K 0.01% +1 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 400 shares; 2023Q2: 766 shares; 2023Q3: 784 shares; 2023Q4: 786 shares; 2024Q1: 608 shares; 2024Q2: 611 shares; 2024Q3: 589 shares; 2024Q4: 291 shares 291 $31K 0.01% -298 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 350 shares; 2023Q2: 350 shares; 2023Q3: 350 shares; 2023Q4: 350 shares; 2024Q1: 350 shares; 2024Q2: 350 shares; 2024Q3: 350 shares; 2024Q4: 350 shares 350 $31K 0.01% 0 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 875 shares 875 $31K 0.01% new 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: 86 shares; 2023Q2: 86 shares; 2023Q3: 86 shares; 2023Q4: 86 shares; 2024Q1: 86 shares; 2024Q2: 86 shares; 2024Q3: 86 shares; 2024Q4: 86 shares 86 $30K 0.01% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6 shares; 2024Q3: not reported; 2024Q4: 340 shares 340 $30K 0.01% new 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: not reported; 2023Q2: 25 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 60 shares 60 $30K 0.01% new 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 25 shares 25 $30K 0.01% new Timeline FIRST CASH FINL SVCS INC FIRST CASH FINL SVCS INC More: the full row for FIRST CASH FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 202 shares; 2024Q4: 285 shares 285 $30K 0.01% +83 QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 440 shares; 2023Q2: 430 shares; 2023Q3: 400 shares; 2023Q4: 300 shares; 2024Q1: 155 shares; 2024Q2: 155 shares; 2024Q3: 155 shares; 2024Q4: 155 shares 155 $29K 0.01% 0 Timeline AMERICAN CAPITAL AGENCY CORP AMERICAN CAPITAL AGENCY CORP More: the full row for AMERICAN CAPITAL AGENCY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,150 shares; 2023Q2: 1,150 shares; 2023Q3: 3,009 shares; 2023Q4: 3,020 shares; 2024Q1: 3,084 shares; 2024Q2: 3,142 shares; 2024Q3: 3,166 shares; 2024Q4: 3,192 shares 3,192 $29K 0.01% +26 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: 412 shares; 2023Q2: 412 shares; 2023Q3: 237 shares; 2023Q4: 237 shares; 2024Q1: 137 shares; 2024Q2: 137 shares; 2024Q3: 115 shares; 2024Q4: 115 shares 115 $28K 0.01% 0 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 710 shares; 2023Q2: 635 shares; 2023Q3: 475 shares; 2023Q4: 475 shares; 2024Q1: 400 shares; 2024Q2: not reported; 2024Q3: 400 shares; 2024Q4: 300 shares 300 $28K 0.01% -100 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 1,068 shares; 2023Q4: 1,172 shares; 2024Q1: 1,172 shares; 2024Q2: 1,227 shares; 2024Q3: 1,255 shares; 2024Q4: 1,283 shares 1,283 $28K 0.01% +28 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 240 shares; 2023Q3: 240 shares; 2023Q4: 210 shares; 2024Q1: 210 shares; 2024Q2: 210 shares; 2024Q3: 210 shares; 2024Q4: 210 shares 210 $28K 0.01% 0 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 256 shares; 2023Q2: 256 shares; 2023Q3: 489 shares; 2023Q4: 256 shares; 2024Q1: 256 shares; 2024Q2: 256 shares; 2024Q3: 256 shares; 2024Q4: 256 shares 256 $28K 0.01% 0 Timeline GLADSTONE CAPITAL CORPORATI… GLADSTONE CAPITAL CORPORATION More: the full row for GLADSTONE CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 400 shares; 2023Q2: 405 shares; 2023Q3: 1,771 shares; 2023Q4: 1,788 shares; 2024Q1: 1,821 shares; 2024Q2: 942 shares; 2024Q3: not reported; 2024Q4: 978 shares 978 $28K 0.01% new DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 400 shares; 2023Q2: 400 shares; 2023Q3: 400 shares; 2023Q4: 375 shares; 2024Q1: 375 shares; 2024Q2: 375 shares; 2024Q3: 375 shares; 2024Q4: 375 shares 375 $28K 0.01% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 50 shares; 2023Q2: 51 shares; 2023Q3: 51 shares; 2023Q4: 51 shares; 2024Q1: 5 shares; 2024Q2: 5 shares; 2024Q3: not reported; 2024Q4: 305 shares 305 $27K 0.01% new Timeline RUM RUM GROUP INC More: the full row for RUM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,100 shares; 2023Q2: 2,100 shares; 2023Q3: 2,100 shares; 2023Q4: 2,100 shares; 2024Q1: 2,100 shares; 2024Q2: 2,100 shares; 2024Q3: 2,100 shares; 2024Q4: 2,100 shares 2,100 $27K 0.01% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 500 shares 500 $27K 0.01% new 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: 149 shares; 2023Q2: 54 shares; 2023Q3: 54 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 64 shares; 2024Q3: 64 shares; 2024Q4: 64 shares 64 $26K 0.01% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,596 shares; 2023Q2: 4,596 shares; 2023Q3: 4,596 shares; 2023Q4: 4,596 shares; 2024Q1: 4,596 shares; 2024Q2: 4,596 shares; 2024Q3: 3,596 shares; 2024Q4: 1,596 shares 1,596 $26K 0.01% -2,000 Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 445 shares; 2023Q2: 445 shares; 2023Q3: 445 shares; 2023Q4: 445 shares; 2024Q1: 545 shares; 2024Q2: 545 shares; 2024Q3: 3,578 shares; 2024Q4: 286 shares 286 $26K 0.01% -3,292 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 935 shares; 2023Q2: 941 shares; 2023Q3: 1,554 shares; 2023Q4: 1,582 shares; 2024Q1: 1,612 shares; 2024Q2: 1,637 shares; 2024Q3: 1,663 shares; 2024Q4: 1,688 shares 1,688 $25K 0.01% +25 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,923 shares 4,923 $25K 0.01% new Timeline LCNB LCNB CORP More: the full row for LCNB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,636 shares; 2024Q1: 1,636 shares; 2024Q2: 1,636 shares; 2024Q3: 1,636 shares; 2024Q4: 1,636 shares 1,636 $25K 0.01% 0 Timeline CING CINGULATE INC More: the full row for CINGULATE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 10 shares; 2024Q4: 5,010 shares 5,010 $25K 0.01% +5,000 Timeline MOSAIC CO MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 1,000 shares; 2023Q3: 1,000 shares; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares 1,000 $25K 0.01% 0 ETFS Gold Trust ETFS Gold Trust More: the full row for ETFS Gold Trust Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,000 shares; 2023Q2: 1,000 shares; 2023Q3: 1,000 shares; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares 1,000 $25K 0.01% 0 CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 165 shares; 2023Q2: 165 shares; 2023Q3: 65 shares; 2023Q4: 65 shares; 2024Q1: 65 shares; 2024Q2: 65 shares; 2024Q3: 65 shares; 2024Q4: 65 shares 65 $24K 0.01% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 195 shares 195 $24K 0.01% new Timeline HAPN HAPPEN INC More: the full row for HAPPEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,800 shares; 2024Q4: 1,500 shares 1,500 $24K 0.01% -1,300 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 95 shares 95 $24K 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: 2,910 shares; 2023Q2: 6,317 shares; 2023Q3: 6,488 shares; 2023Q4: 21,055 shares; 2024Q1: 19,862 shares; 2024Q2: 21,157 shares; 2024Q3: 2,696 shares; 2024Q4: 433 shares 433 $24K 0.01% -2,263 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 400 shares; 2024Q3: 400 shares; 2024Q4: 400 shares 400 $24K 0.01% 0 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 515 shares 515 $24K 0.01% new Timeline EEMS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 65,942 shares; 2023Q2: 65,942 shares; 2023Q3: 408 shares; 2023Q4: 408 shares; 2024Q1: 408 shares; 2024Q2: 408 shares; 2024Q3: 408 shares; 2024Q4: 408 shares 408 $24K 0.01% 0 Timeline DAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 630 shares; 2023Q2: 6,980 shares; 2023Q3: 6,830 shares; 2023Q4: 4,080 shares; 2024Q1: 2,900 shares; 2024Q2: not reported; 2024Q3: 600 shares; 2024Q4: 600 shares 600 $24K 0.01% 0 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 295 shares; 2024Q2: 295 shares; 2024Q3: 300 shares; 2024Q4: 305 shares 305 $23K 0.01% +5 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 254 shares; 2023Q2: 254 shares; 2023Q3: 177 shares; 2023Q4: 177 shares; 2024Q1: 177 shares; 2024Q2: 177 shares; 2024Q3: 177 shares; 2024Q4: 177 shares 177 $23K 0.01% 0 Timeline H & Q HEALTHCARE INVEST… H & Q HEALTHCARE INVESTORS More: the full row for H & Q HEALTHCARE INVESTORS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 300 shares; 2023Q2: 950 shares; 2023Q3: 1,160 shares; 2023Q4: 1,160 shares; 2024Q1: 1,160 shares; 2024Q2: 1,160 shares; 2024Q3: 1,169 shares; 2024Q4: 1,459 shares 1,459 $23K 0.01% +290 IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares 200 $22K 0.01% 0 Timeline SERV SERVE ROBOTICS INC More: the full row for SERVE ROBOTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,510 shares; 2024Q4: 1,665 shares 1,665 $22K 0.01% -845 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 12 shares; 2023Q4: 12 shares; 2024Q1: 266 shares; 2024Q2: 260 shares; 2024Q3: 255 shares; 2024Q4: 255 shares 255 $22K 0.01% 0 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 512 shares; 2023Q2: 512 shares; 2023Q3: 392 shares; 2023Q4: 392 shares; 2024Q1: 392 shares; 2024Q2: 392 shares; 2024Q3: 342 shares; 2024Q4: 342 shares 342 $22K 0.01% 0 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,025 shares; 2023Q2: 875 shares; 2023Q3: 625 shares; 2023Q4: 625 shares; 2024Q1: 620 shares; 2024Q2: 525 shares; 2024Q3: 525 shares; 2024Q4: 475 shares 475 $22K 0.01% -50 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: 130 shares; 2023Q2: 430 shares; 2023Q3: 430 shares; 2023Q4: 350 shares; 2024Q1: 350 shares; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 300 shares 300 $21K 0.01% 0 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,324 shares; 2023Q2: 3,107 shares; 2023Q3: 2,882 shares; 2023Q4: 2,515 shares; 2024Q1: 573 shares; 2024Q2: 338 shares; 2024Q3: 333 shares; 2024Q4: 233 shares 233 $21K 0.01% -100 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 9,375 shares; 2024Q2: 411 shares; 2024Q3: 9,739 shares; 2024Q4: 411 shares 411 $21K 0.01% -9,328 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 430 shares 430 $21K 0.01% new Timeline STERIS CORP STERIS CORP More: the full row for STERIS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 150 shares; 2023Q2: 150 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares 100 $21K 0.01% 0 Dow Chemical Company Dow Chemical Company More: the full row for Dow Chemical Company Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 213 shares; 2023Q2: 213 shares; 2023Q3: 213 shares; 2023Q4: 213 shares; 2024Q1: 213 shares; 2024Q2: 1,036 shares; 2024Q3: 785 shares; 2024Q4: 513 shares 513 $21K 0.01% -272 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 45 shares; 2024Q3: 45 shares; 2024Q4: 545 shares 545 $20K 0.01% +500 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares 500 $20K 0.01% 0 Timeline BF-A BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 517 shares; 2023Q2: 518 shares; 2023Q3: 520 shares; 2023Q4: 522 shares; 2024Q1: 524 shares; 2024Q2: 526 shares; 2024Q3: 528 shares; 2024Q4: 531 shares 531 $20K 0.01% +3 Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 565 shares; 2023Q2: 490 shares; 2023Q3: 475 shares; 2023Q4: 475 shares; 2024Q1: 475 shares; 2024Q2: 425 shares; 2024Q3: 425 shares; 2024Q4: 425 shares 425 $20K 0.01% 0 Timeline XFFCX FLAHERTY & CRUMRIN PFD & INM More: the full row for FLAHERTY & CRUMRIN PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 795 shares; 2023Q2: 795 shares; 2023Q3: 1,413 shares; 2023Q4: 1,424 shares; 2024Q1: 1,439 shares; 2024Q2: 1,451 shares; 2024Q3: 1,261 shares; 2024Q4: 1,270 shares 1,270 $20K 0.01% +9 Timeline JSML JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,975 shares; 2023Q2: 2,975 shares; 2023Q3: 2,775 shares; 2023Q4: 610 shares; 2024Q1: 500 shares; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 300 shares 300 $20K 0.01% 0 Timeline CORE LABORATORIES N V CORE LABORATORIES N V More: the full row for CORE LABORATORIES N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,550 shares; 2024Q2: 1,195 shares; 2024Q3: 1,180 shares; 2024Q4: 1,150 shares 1,150 $20K 0.01% -30 CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 670 shares; 2023Q2: 670 shares; 2023Q3: 650 shares; 2023Q4: 650 shares; 2024Q1: 600 shares; 2024Q2: 600 shares; 2024Q3: 600 shares; 2024Q4: 600 shares 600 $19K 0.01% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 155 shares 155 $19K 0.01% new Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 250 shares; 2023Q2: 250 shares; 2023Q3: 250 shares; 2023Q4: 250 shares; 2024Q1: 250 shares; 2024Q2: 250 shares; 2024Q3: 250 shares; 2024Q4: 250 shares 250 $19K 0.01% 0 Timeline TELFY TELEFONICA SA ADS(RP 1 SH CAPI More: the full row for TELEFONICA SA ADS(RP 1 SH CAPI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 6,169 shares; 2023Q2: 6,169 shares; 2023Q3: 6,169 shares; 2023Q4: 6,169 shares; 2024Q1: 5,550 shares; 2024Q2: 5,550 shares; 2024Q3: 4,941 shares; 2024Q4: 4,716 shares 4,716 $19K 0.01% -225 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 525 shares; 2023Q2: 525 shares; 2023Q3: 615 shares; 2023Q4: 303 shares; 2024Q1: 308 shares; 2024Q2: 313 shares; 2024Q3: 317 shares; 2024Q4: 322 shares 322 $19K 0.01% +5 Timeline XFLT XAI OCTAGON FLOATING RATE & AL More: the full row for XAI OCTAGON FLOATING RATE & AL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 200 shares; 2023Q2: 264 shares; 2023Q3: 1,604 shares; 2023Q4: 2,010 shares; 2024Q1: 2,057 shares; 2024Q2: 2,485 shares; 2024Q3: 2,727 shares; 2024Q4: 2,882 shares 2,882 $19K 0.01% +155 Timeline TIGO MILLICOM INTL CELLULAR S A More: the full row for MILLICOM INTL CELLULAR S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,999 shares; 2023Q2: 2,249 shares; 2023Q3: 2,249 shares; 2023Q4: 1,249 shares; 2024Q1: 899 shares; 2024Q2: 749 shares; 2024Q3: 749 shares; 2024Q4: 749 shares 749 $19K 0.01% 0 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: 400 shares; 2023Q2: 400 shares; 2023Q3: 700 shares; 2023Q4: 1,590 shares; 2024Q1: 878 shares; 2024Q2: 578 shares; 2024Q3: 250 shares; 2024Q4: 250 shares 250 $18K 0.01% 0 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: 257 shares; 2023Q2: 173 shares; 2023Q3: 173 shares; 2023Q4: 173 shares; 2024Q1: 173 shares; 2024Q2: 173 shares; 2024Q3: 50 shares; 2024Q4: 50 shares 50 $18K 0.01% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 855 shares; 2023Q2: 130 shares; 2023Q3: 130 shares; 2023Q4: 130 shares; 2024Q1: 60 shares; 2024Q2: 60 shares; 2024Q3: 60 shares; 2024Q4: 235 shares 235 $18K 0.01% +175 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 301 shares; 2023Q2: 301 shares; 2023Q3: 301 shares; 2023Q4: 301 shares; 2024Q1: 301 shares; 2024Q2: 301 shares; 2024Q3: 301 shares; 2024Q4: 301 shares 301 $18K 0.01% 0 Timeline SSUS STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 338 shares; 2023Q2: 345 shares; 2023Q3: 345 shares; 2023Q4: 345 shares; 2024Q1: 382 shares; 2024Q2: 398 shares; 2024Q3: 413 shares; 2024Q4: 432 shares 432 $18K 0.01% +19 Timeline AVGX TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 570 shares 570 $18K 0.01% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 700 shares; 2023Q2: 750 shares; 2023Q3: 750 shares; 2023Q4: 700 shares; 2024Q1: 650 shares; 2024Q2: 1,022 shares; 2024Q3: 650 shares; 2024Q4: 650 shares 650 $17K 0.01% 0 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 250 shares; 2023Q2: 250 shares; 2023Q3: 250 shares; 2023Q4: 250 shares; 2024Q1: 250 shares; 2024Q2: 250 shares; 2024Q3: 250 shares; 2024Q4: 125 shares 125 $17K 0.01% -125 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 255 shares; 2023Q2: 255 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 245 shares 245 $17K 0.01% new Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 8,020 shares; 2023Q2: 5,682 shares; 2023Q3: 4,652 shares; 2023Q4: 3,142 shares; 2024Q1: 2,959 shares; 2024Q2: 5,483 shares; 2024Q3: 899 shares; 2024Q4: 648 shares 648 $17K 0.01% -251 Timeline NTLA INTELLIA THERAPEUTICS INC More: the full row for INTELLIA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,500 shares 1,500 $17K 0.01% new Timeline HI HILLENBRAND INC More: the full row for HILLENBRAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 530 shares; 2023Q2: 531 shares; 2023Q3: 546 shares; 2023Q4: 547 shares; 2024Q1: 547 shares; 2024Q2: 548 shares; 2024Q3: 549 shares; 2024Q4: 549 shares 549 $17K 0.01% 0 Timeline MSFL GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 750 shares; 2024Q4: 750 shares 750 $17K 0.01% 0 Timeline QABA FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,445 shares; 2023Q2: 400 shares; 2023Q3: 375 shares; 2023Q4: 375 shares; 2024Q1: 375 shares; 2024Q2: 375 shares; 2024Q3: 300 shares; 2024Q4: 300 shares 300 $17K 0.01% 0 Timeline DELIVERY HERO AG NAMEN-AKT … DELIVERY HERO AG NAMEN-AKT 144 A … More: the full row for DELIVERY HERO AG NAMEN-AKT 144 A / REG S ISIN#DE000A2E4K43 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 650 shares 650 $17K 0.01% new Coeur D'Alene Mines Corp. Coeur D'Alene Mines Corp. More: the full row for Coeur D'Alene Mines Corp. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,000 shares 3,000 $17K 0.01% new HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,120 shares; 2023Q2: 2,120 shares; 2023Q3: 1,735 shares; 2023Q4: 1,735 shares; 2024Q1: 590 shares; 2024Q2: 575 shares; 2024Q3: 395 shares; 2024Q4: 295 shares 295 $16K 0.01% -100 Timeline OTEX OPEN TEXT CORP More: the full row for OPEN TEXT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 572 shares; 2023Q2: 572 shares; 2023Q3: 572 shares; 2023Q4: 572 shares; 2024Q1: 572 shares; 2024Q2: 572 shares; 2024Q3: 572 shares; 2024Q4: 572 shares 572 $16K 0.01% 0 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 625 shares; 2023Q2: 625 shares; 2023Q3: 550 shares; 2023Q4: 550 shares; 2024Q1: 550 shares; 2024Q2: 550 shares; 2024Q3: 400 shares; 2024Q4: 400 shares 400 $16K 0.01% 0 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 23 shares; 2024Q3: 28 shares; 2024Q4: 278 shares 278 $16K 0.01% +250 Timeline CMP COMPASS MINERALS INTL INC More: the full row for COMPASS MINERALS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,000 shares; 2024Q2: 700 shares; 2024Q3: 1,600 shares; 2024Q4: 1,450 shares 1,450 $16K 0.01% -150 Timeline NTRL FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 4,000 shares; 2023Q4: 10,225 shares; 2024Q1: 5,950 shares; 2024Q2: 1,050 shares; 2024Q3: 1,050 shares; 2024Q4: 800 shares 800 $16K 0.01% -250 Timeline RSJN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 500 shares; 2024Q4: 500 shares 500 $16K 0.01% 0 Timeline MARKET VECTORS MARKET VECTORS More: the full row for MARKET VECTORS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 200 shares 200 $16K 0.01% new 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 319 shares; 2024Q3: 319 shares; 2024Q4: 319 shares 319 $15K 0.01% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 300 shares 300 $15K 0.01% new Timeline TNYA TENAYA THERAPEUTICS INC More: the full row for TENAYA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 100 shares; 2024Q4: 10,600 shares 10,600 $15K 0.01% +10,500 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 250 shares 250 $15K 0.01% new Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 290 shares; 2023Q2: 100 shares; 2023Q3: 50 shares; 2023Q4: 50 shares; 2024Q1: 50 shares; 2024Q2: 50 shares; 2024Q3: 437 shares; 2024Q4: 437 shares 437 $15K 0.01% 0 Timeline VIS 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: 135 shares; 2023Q2: 75 shares; 2023Q3: 65 shares; 2023Q4: 60 shares; 2024Q1: 60 shares; 2024Q2: 60 shares; 2024Q3: 60 shares; 2024Q4: 60 shares 60 $15K 0.01% 0 Timeline SPSB 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: 24,605 shares; 2023Q2: 18,029 shares; 2023Q3: 17,279 shares; 2023Q4: 15,306 shares; 2024Q1: 14,806 shares; 2024Q2: 13,906 shares; 2024Q3: 547 shares; 2024Q4: 508 shares 508 $15K 0.01% -39 Timeline ORANY ORANGE SPONSORED ADR More: the full row for ORANGE SPONSORED ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,250 shares; 2023Q2: 2,500 shares; 2023Q3: 2,500 shares; 2023Q4: 2,500 shares; 2024Q1: 2,500 shares; 2024Q2: 2,462 shares; 2024Q3: 2,462 shares; 2024Q4: 1,500 shares 1,500 $15K 0.01% -962 Timeline DSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 10 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 20 shares; 2024Q4: 375 shares 375 $15K 0.01% +355 Timeline GRPM 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 140 shares; 2024Q3: 135 shares; 2024Q4: 135 shares 135 $15K 0.01% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 84 shares; 2023Q2: 84 shares; 2023Q3: 84 shares; 2023Q4: 84 shares; 2024Q1: 84 shares; 2024Q2: 84 shares; 2024Q3: 833 shares; 2024Q4: 190 shares 190 $14K 0.01% -643 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 500 shares; 2023Q2: 350 shares; 2023Q3: 350 shares; 2023Q4: 350 shares; 2024Q1: 350 shares; 2024Q2: 350 shares; 2024Q3: 350 shares; 2024Q4: 350 shares 350 $14K 0.01% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 310 shares; 2023Q2: 310 shares; 2023Q3: 310 shares; 2023Q4: 335 shares; 2024Q1: 285 shares; 2024Q2: 285 shares; 2024Q3: 285 shares; 2024Q4: 285 shares 285 $14K 0.01% 0 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,150 shares 2,150 $14K 0.01% new Timeline LIT 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: 450 shares; 2023Q2: 450 shares; 2023Q3: 450 shares; 2023Q4: 350 shares; 2024Q1: 350 shares; 2024Q2: 350 shares; 2024Q3: 350 shares; 2024Q4: 350 shares 350 $14K 0.01% 0 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 490 shares; 2023Q2: 940 shares; 2023Q3: 1,290 shares; 2023Q4: 1,085 shares; 2024Q1: 685 shares; 2024Q2: 685 shares; 2024Q3: 390 shares; 2024Q4: 390 shares 390 $14K 0.01% 0 Timeline ODP THE ODP CORP More: the full row for THE ODP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 600 shares; 2024Q4: 600 shares 600 $14K 0.01% 0 Timeline QSPT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 535 shares; 2024Q1: 535 shares; 2024Q2: 535 shares; 2024Q3: 550 shares; 2024Q4: 500 shares 500 $14K 0.01% -50 Timeline HIGH SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 8,451 shares; 2023Q4: 17,773 shares; 2024Q1: 16,298 shares; 2024Q2: 15,967 shares; 2024Q3: 599 shares; 2024Q4: 599 shares 599 $14K 0.01% 0 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: not reported; 2023Q2: not reported; 2023Q3: 19 shares; 2023Q4: 19 shares; 2024Q1: 65 shares; 2024Q2: 19 shares; 2024Q3: 19 shares; 2024Q4: 39 shares 39 $13K 0.01% +20 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 280 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares 200 $13K 0.01% 0 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares 100 $13K 0.01% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 250 shares; 2023Q2: 250 shares; 2023Q3: 250 shares; 2023Q4: 250 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares 100 $13K 0.01% 0 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 400 shares; 2024Q2: 570 shares; 2024Q3: 369 shares; 2024Q4: 369 shares 369 $13K 0.01% 0 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 141 shares; 2023Q2: 141 shares; 2023Q3: 141 shares; 2023Q4: 141 shares; 2024Q1: 141 shares; 2024Q2: 141 shares; 2024Q3: 141 shares; 2024Q4: 141 shares 141 $13K 0.01% 0 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,000 shares; 2024Q4: 555 shares 555 $13K 0.01% -445 Timeline RSI RUSH STREET INTERACTIVE INC More: the full row for RUSH STREET INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,225 shares; 2023Q2: 1,225 shares; 2023Q3: 1,225 shares; 2023Q4: 1,225 shares; 2024Q1: 1,025 shares; 2024Q2: 1,025 shares; 2024Q3: 1,025 shares; 2024Q4: 975 shares 975 $13K 0.01% -50 Timeline Powershs Db US Dollar Tr Powershs Db US Dollar Tr More: the full row for Powershs Db US Dollar Tr Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 850 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 850 shares; 2024Q2: 850 shares; 2024Q3: 800 shares; 2024Q4: 800 shares 800 $13K 0.01% 0 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: 225 shares; 2023Q2: 277 shares; 2023Q3: 277 shares; 2023Q4: 278 shares; 2024Q1: 278 shares; 2024Q2: 579 shares; 2024Q3: 279 shares; 2024Q4: 279 shares 279 $12K 0.01% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 118 shares; 2023Q3: 104 shares; 2023Q4: 104 shares; 2024Q1: 445 shares; 2024Q2: 845 shares; 2024Q3: 3,985 shares; 2024Q4: 155 shares 155 $12K 0.01% -3,830 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 30 shares 30 $12K 0.01% new Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,991 shares; 2023Q2: 1,943 shares; 2023Q3: 882 shares; 2023Q4: 882 shares; 2024Q1: 748 shares; 2024Q2: 748 shares; 2024Q3: 1,098 shares; 2024Q4: 1,098 shares 1,098 $12K 0.01% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 20 shares; 2023Q2: 24 shares; 2023Q3: 24 shares; 2023Q4: 24 shares; 2024Q1: 24 shares; 2024Q2: 25 shares; 2024Q3: 25 shares; 2024Q4: 25 shares 25 $12K 0.01% 0 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 150 shares; 2023Q2: 150 shares; 2023Q3: 150 shares; 2023Q4: 150 shares; 2024Q1: 150 shares; 2024Q2: 150 shares; 2024Q3: 150 shares; 2024Q4: 150 shares 150 $12K 0.01% 0 Timeline ECC EAGLE POINT CR CO More: the full row for EAGLE POINT CR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 69 shares; 2023Q3: 705 shares; 2023Q4: 880 shares; 2024Q1: 995 shares; 2024Q2: 1,246 shares; 2024Q3: 1,334 shares; 2024Q4: 1,396 shares 1,396 $12K 0.01% +62 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 250 shares; 2023Q2: 250 shares; 2023Q3: 250 shares; 2023Q4: 250 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 700 shares 700 $12K 0.01% new 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: 150 shares; 2023Q2: 150 shares; 2023Q3: 150 shares; 2023Q4: 150 shares; 2024Q1: 150 shares; 2024Q2: 150 shares; 2024Q3: 150 shares; 2024Q4: 450 shares 450 $12K 0.01% +300 Timeline LGI LAZARD GLOBAL TOTAL RETURN & More: the full row for LAZARD GLOBAL TOTAL RETURN & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 767 shares 767 $12K 0.01% new Timeline MEDTRONIC INC MEDTRONIC INC More: the full row for MEDTRONIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 150 shares; 2024Q2: 150 shares; 2024Q3: 150 shares; 2024Q4: 150 shares 150 $12K 0.01% 0 JANUS GLOBAL TECHNOLOGY FUND JANUS GLOBAL TECHNOLOGY FUND More: the full row for JANUS GLOBAL TECHNOLOGY FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 280 shares; 2023Q2: 280 shares; 2023Q3: not reported; 2023Q4: 283 shares; 2024Q1: 180 shares; 2024Q2: 180 shares; 2024Q3: 180 shares; 2024Q4: 200 shares 200 $12K 0.01% +20 VDC 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: 50 shares; 2023Q2: 50 shares; 2023Q3: 50 shares; 2023Q4: 50 shares; 2024Q1: 50 shares; 2024Q2: 50 shares; 2024Q3: 50 shares; 2024Q4: 50 shares 50 $11K <0.01% 0 Timeline MERCK &COINC MERCK &COINC More: the full row for MERCK &COINC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 314 shares; 2024Q1: 438 shares; 2024Q2: 328 shares; 2024Q3: 108 shares; 2024Q4: 108 shares 108 $11K <0.01% 0 GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 254 shares; 2023Q2: 254 shares; 2023Q3: 254 shares; 2023Q4: 254 shares; 2024Q1: 254 shares; 2024Q2: 254 shares; 2024Q3: 254 shares; 2024Q4: 254 shares 254 $11K <0.01% 0 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares 200 $11K <0.01% 0 Timeline UVV UNIVERSAL CORP VA MTNS BK EN More: the full row for UNIVERSAL CORP VA MTNS BK EN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,000 shares; 2023Q2: 1,000 shares; 2023Q3: 600 shares; 2023Q4: 600 shares; 2024Q1: 600 shares; 2024Q2: 850 shares; 2024Q3: 600 shares; 2024Q4: 200 shares 200 $11K <0.01% -400 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: not reported; 2024Q3: 200 shares; 2024Q4: 200 shares 200 $11K <0.01% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 132 shares; 2023Q2: 132 shares; 2023Q3: 132 shares; 2023Q4: 132 shares; 2024Q1: 82 shares; 2024Q2: 82 shares; 2024Q3: 82 shares; 2024Q4: 82 shares 82 $11K <0.01% 0 Timeline OXFORD LANE CAP CORP OXFORD LANE CAP CORP More: the full row for OXFORD LANE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 914 shares; 2023Q4: 959 shares; 2024Q1: 1,025 shares; 2024Q2: 1,629 shares; 2024Q3: 2,044 shares; 2024Q4: 2,214 shares 2,214 $11K <0.01% +170 FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 350 shares; 2023Q2: 350 shares; 2023Q3: 350 shares; 2023Q4: 350 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares 200 $11K <0.01% 0 Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 220 shares; 2023Q2: 220 shares; 2023Q3: 220 shares; 2023Q4: 910 shares; 2024Q1: 505 shares; 2024Q2: 505 shares; 2024Q3: 505 shares; 2024Q4: 405 shares 405 $11K <0.01% -100 Timeline DMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 300 shares 300 $11K <0.01% 0 Timeline DJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,475 shares; 2024Q2: 625 shares; 2024Q3: 625 shares; 2024Q4: 275 shares 275 $11K <0.01% -350 Timeline UBOT DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares 500 $11K <0.01% 0 Timeline INNOVATOR ETFS TR II INNOVATOR ETFS TR II More: the full row for INNOVATOR ETFS TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 850 shares; 2023Q2: 850 shares; 2023Q3: 850 shares; 2023Q4: 600 shares; 2024Q1: 600 shares; 2024Q2: 600 shares; 2024Q3: 600 shares; 2024Q4: 600 shares 600 $11K <0.01% 0 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: 205 shares; 2023Q2: 205 shares; 2023Q3: 105 shares; 2023Q4: 105 shares; 2024Q1: 105 shares; 2024Q2: 105 shares; 2024Q3: 105 shares; 2024Q4: 105 shares 105 $10K <0.01% 0 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 360 shares 360 $10K <0.01% new Timeline VYMI 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: 550 shares; 2023Q2: 535 shares; 2023Q3: 520 shares; 2023Q4: 520 shares; 2024Q1: 520 shares; 2024Q2: 165 shares; 2024Q3: 165 shares; 2024Q4: 150 shares 150 $10K <0.01% -15 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: 16 shares; 2023Q2: 28 shares; 2023Q3: 28 shares; 2023Q4: 12 shares; 2024Q1: 89 shares; 2024Q2: 57 shares; 2024Q3: 18 shares; 2024Q4: 18 shares 18 $10K <0.01% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 47,515 shares; 2023Q2: 47,385 shares; 2023Q3: 650 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 172 shares; 2024Q4: 172 shares 172 $10K <0.01% 0 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,200 shares; 2023Q2: 2,200 shares; 2023Q3: 2,200 shares; 2023Q4: 2,200 shares; 2024Q1: 2,200 shares; 2024Q2: 1,200 shares; 2024Q3: 600 shares; 2024Q4: 600 shares 600 $10K <0.01% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares 200 $10K <0.01% 0 Timeline BTG B2GOLD CORP More: the full row for B2GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 22,200 shares; 2023Q2: 19,675 shares; 2023Q3: 19,075 shares; 2023Q4: 16,125 shares; 2024Q1: 5,025 shares; 2024Q2: 4,025 shares; 2024Q3: 4,025 shares; 2024Q4: 4,025 shares 4,025 $10K <0.01% 0 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares 100 $10K <0.01% 0 Timeline HFRO HIGHLAND OPPS & INCOME FD More: the full row for HIGHLAND OPPS & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 600 shares; 2023Q2: 600 shares; 2023Q3: 1,741 shares; 2023Q4: 1,792 shares; 2024Q1: 1,841 shares; 2024Q2: 1,875 shares; 2024Q3: 1,911 shares; 2024Q4: 1,950 shares 1,950 $10K <0.01% +39 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,000 shares; 2023Q2: 1,000 shares; 2023Q3: 1,000 shares; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 900 shares; 2024Q3: 900 shares; 2024Q4: 900 shares 900 $10K <0.01% 0 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 50 shares; 2023Q2: 50 shares; 2023Q3: 50 shares; 2023Q4: 50 shares; 2024Q1: 150 shares; 2024Q2: 150 shares; 2024Q3: 150 shares; 2024Q4: 150 shares 150 $10K <0.01% 0 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares 500 $10K <0.01% 0 Timeline SUPER MICRO COMPUTER INC SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,111 shares; 2024Q2: 82 shares; 2024Q3: 6 shares; 2024Q4: 314 shares 314 $10K <0.01% +308 ANHEUSER BUSCH COS INC ANHEUSER BUSCH COS INC More: the full row for ANHEUSER BUSCH COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 550 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares 200 $10K <0.01% 0 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: 239 shares; 2023Q2: 230 shares; 2023Q3: 256 shares; 2023Q4: 171 shares; 2024Q1: 279 shares; 2024Q2: 224 shares; 2024Q3: 71 shares; 2024Q4: 71 shares 71 $9K <0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,380 shares; 2023Q2: 1,380 shares; 2023Q3: 1,415 shares; 2023Q4: 1,915 shares; 2024Q1: 1,365 shares; 2024Q2: 2,015 shares; 2024Q3: 1,365 shares; 2024Q4: 865 shares 865 $9K <0.01% -500 Timeline WEN WENDYS CO More: the full row for WENDYS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 583 shares; 2023Q2: 583 shares; 2023Q3: 583 shares; 2023Q4: 583 shares; 2024Q1: 583 shares; 2024Q2: 580 shares; 2024Q3: 580 shares; 2024Q4: 580 shares 580 $9K <0.01% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 441 shares; 2023Q2: 441 shares; 2023Q3: 367 shares; 2023Q4: 367 shares; 2024Q1: 367 shares; 2024Q2: 367 shares; 2024Q3: 360 shares; 2024Q4: 210 shares 210 $9K <0.01% -150 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 270 shares 270 $9K <0.01% new Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 125 shares; 2023Q2: 125 shares; 2023Q3: 125 shares; 2023Q4: 125 shares; 2024Q1: 125 shares; 2024Q2: 125 shares; 2024Q3: 125 shares; 2024Q4: 125 shares 125 $9K <0.01% 0 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 93 shares; 2023Q2: 93 shares; 2023Q3: 90 shares; 2023Q4: 90 shares; 2024Q1: 90 shares; 2024Q2: 90 shares; 2024Q3: 90 shares; 2024Q4: 90 shares 90 $9K <0.01% 0 Timeline GLP GLOBAL PARTNERS LP More: the full row for GLOBAL PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares 200 $9K <0.01% 0 Timeline HPI HANCOCK JOHN PFD INCOME FD More: the full row for HANCOCK JOHN PFD INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 417 shares; 2023Q4: 481 shares; 2024Q1: 492 shares; 2024Q2: 503 shares; 2024Q3: 514 shares; 2024Q4: 525 shares 525 $9K <0.01% +11 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,285 shares; 2023Q2: 985 shares; 2023Q3: 985 shares; 2023Q4: 985 shares; 2024Q1: 950 shares; 2024Q2: 950 shares; 2024Q3: 150 shares; 2024Q4: 150 shares 150 $9K <0.01% 0 Timeline FSLY FASTLY INC More: the full row for FASTLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,000 shares; 2023Q2: 1,000 shares; 2023Q3: 1,000 shares; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares 1,000 $9K <0.01% 0 Timeline ANNALY CAPITAL MANAGEMENT ANNALY CAPITAL MANAGEMENT More: the full row for ANNALY CAPITAL MANAGEMENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 357 shares; 2023Q2: 357 shares; 2023Q3: 742 shares; 2023Q4: 750 shares; 2024Q1: 774 shares; 2024Q2: 799 shares; 2024Q3: 455 shares; 2024Q4: 469 shares 469 $9K <0.01% +14 SLRC SLR INVESTMENT CORP More: the full row for SLR INVESTMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 50 shares; 2023Q3: 491 shares; 2023Q4: 504 shares; 2024Q1: 517 shares; 2024Q2: 530 shares; 2024Q3: 545 shares; 2024Q4: 559 shares 559 $9K <0.01% +14 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 90 shares; 2023Q2: 90 shares; 2023Q3: 90 shares; 2023Q4: 90 shares; 2024Q1: 90 shares; 2024Q2: 90 shares; 2024Q3: 90 shares; 2024Q4: 90 shares 90 $9K <0.01% 0 Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares 500 $8K <0.01% 0 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 380 shares; 2023Q2: 380 shares; 2023Q3: 380 shares; 2023Q4: 380 shares; 2024Q1: 380 shares; 2024Q2: not reported; 2024Q3: 391 shares; 2024Q4: 397 shares 397 $8K <0.01% +6 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: not reported; 2023Q2: not reported; 2023Q3: 125 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares 200 $8K <0.01% 0 Timeline EPOL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 400 shares 400 $8K <0.01% new Timeline FUNDAMENTAL INVESTORS FUNDAMENTAL INVESTORS More: the full row for FUNDAMENTAL INVESTORS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 21 shares; 2023Q2: 21 shares; 2023Q3: not reported; 2023Q4: 7 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 101 shares 101 $8K <0.01% new DBE INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 450 shares; 2023Q2: 450 shares; 2023Q3: 450 shares; 2023Q4: 450 shares; 2024Q1: 450 shares; 2024Q2: 450 shares; 2024Q3: 450 shares; 2024Q4: 450 shares 450 $8K <0.01% 0 Timeline INTEGRATED ELECTRICAL SERVIC INTEGRATED ELECTRICAL SERVIC More: the full row for INTEGRATED ELECTRICAL SERVIC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 40 shares 40 $8K <0.01% new SCHP 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: 2,375 shares; 2023Q2: 1,275 shares; 2023Q3: 538 shares; 2023Q4: 538 shares; 2024Q1: 238 shares; 2024Q2: 138 shares; 2024Q3: 138 shares; 2024Q4: 276 shares 276 $7K <0.01% +138 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: not reported; 2023Q2: 65 shares; 2023Q3: 65 shares; 2023Q4: 50 shares; 2024Q1: 50 shares; 2024Q2: 50 shares; 2024Q3: 35 shares; 2024Q4: 35 shares 35 $7K <0.01% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 50 shares; 2023Q2: 50 shares; 2023Q3: 50 shares; 2023Q4: 50 shares; 2024Q1: 50 shares; 2024Q2: 50 shares; 2024Q3: 50 shares; 2024Q4: 50 shares 50 $7K <0.01% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 250 shares; 2023Q2: 250 shares; 2023Q3: 250 shares; 2023Q4: 250 shares; 2024Q1: 250 shares; 2024Q2: 250 shares; 2024Q3: 250 shares; 2024Q4: 250 shares 250 $7K <0.01% 0 Timeline EXK ENDEAVOUR SILVER CORP More: the full row for ENDEAVOUR SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,000 shares 2,000 $7K <0.01% new Timeline GROWTH FD OF AMER CL -A GROWTH FD OF AMER CL -A More: the full row for GROWTH FD OF AMER CL -A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1 shares; 2023Q2: 1 shares; 2023Q3: not reported; 2023Q4: 2 shares; 2024Q1: 276 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 100 shares 100 $7K <0.01% new THW ABRDN WORLD HEALTHCARE FUND More: the full row for ABRDN WORLD HEALTHCARE FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 600 shares; 2023Q2: 600 shares; 2023Q3: 600 shares; 2023Q4: 600 shares; 2024Q1: 600 shares; 2024Q2: 600 shares; 2024Q3: 600 shares; 2024Q4: 600 shares 600 $7K <0.01% 0 Timeline PILL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares 1,000 $7K <0.01% 0 Timeline FBVI FCN BANC CORP CDT-COM More: the full row for FCN BANC CORP CDT-COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 262 shares; 2023Q2: 262 shares; 2023Q3: 262 shares; 2023Q4: 262 shares; 2024Q1: 262 shares; 2024Q2: 262 shares; 2024Q3: 262 shares; 2024Q4: 262 shares 262 $7K <0.01% 0 Timeline RXO RXO INC More: the full row for RXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 254 shares; 2023Q2: 254 shares; 2023Q3: 254 shares; 2023Q4: 254 shares; 2024Q1: 254 shares; 2024Q2: 254 shares; 2024Q3: 254 shares; 2024Q4: 254 shares 254 $6K <0.01% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares 100 $6K <0.01% 0 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 150 shares; 2023Q2: 150 shares; 2023Q3: 75 shares; 2023Q4: 75 shares; 2024Q1: 75 shares; 2024Q2: 93 shares; 2024Q3: 75 shares; 2024Q4: 75 shares 75 $6K <0.01% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 622 shares; 2023Q2: 147 shares; 2023Q3: not reported; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares 100 $6K <0.01% 0 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 300 shares; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: 250 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares 200 $6K <0.01% 0 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 154 shares; 2023Q2: 154 shares; 2023Q3: 154 shares; 2023Q4: 154 shares; 2024Q1: 8,501 shares; 2024Q2: 154 shares; 2024Q3: 154 shares; 2024Q4: 154 shares 154 $6K <0.01% 0 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: 475 shares; 2023Q2: 475 shares; 2023Q3: not reported; 2023Q4: 457 shares; 2024Q1: 457 shares; 2024Q2: 475 shares; 2024Q3: 457 shares; 2024Q4: 457 shares 457 $6K <0.01% 0 Timeline SGML SIGMA LITHIUM CORPORATION More: the full row for SIGMA LITHIUM CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 500 shares 500 $6K <0.01% new Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 150 shares; 2024Q3: 100 shares; 2024Q4: 100 shares 100 $6K <0.01% 0 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 545 shares; 2023Q2: 380 shares; 2023Q3: 108 shares; 2023Q4: 108 shares; 2024Q1: 108 shares; 2024Q2: 108 shares; 2024Q3: 67 shares; 2024Q4: 67 shares 67 $6K <0.01% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 58,409 shares; 2023Q2: 58,409 shares; 2023Q3: 599 shares; 2023Q4: 599 shares; 2024Q1: 534 shares; 2024Q2: 404 shares; 2024Q3: 34 shares; 2024Q4: 34 shares 34 $6K <0.01% 0 Timeline ROCK GIBRALTAR INDS INC More: the full row for GIBRALTAR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 150 shares; 2023Q2: 150 shares; 2023Q3: 150 shares; 2023Q4: 3,782 shares; 2024Q1: 100 shares; 2024Q2: 4,556 shares; 2024Q3: 100 shares; 2024Q4: 100 shares 100 $6K <0.01% 0 Timeline