AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 185,666 shares; 2023Q1: 236,010 shares; 2023Q2: 268,366 shares; 2023Q3: 310,167 shares; 2023Q4: 413,907 shares; 2024Q1: 277,964 shares; 2024Q2: 309,077 shares; 2024Q3: 358,364 shares 358,364 $24M 7.11% +49,287 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; 2022Q4: 44,017 shares; 2023Q1: 50,825 shares; 2023Q2: 57,299 shares; 2023Q3: 60,105 shares; 2023Q4: 65,921 shares; 2024Q1: 56,001 shares; 2024Q2: 60,118 shares; 2024Q3: 63,607 shares 63,607 $16.8M 4.97% +3,489 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; 2022Q4: 121,194 shares; 2023Q1: 121,535 shares; 2023Q2: 119,459 shares; 2023Q3: 118,420 shares; 2023Q4: 107,417 shares; 2024Q1: 104,052 shares; 2024Q2: 99,920 shares; 2024Q3: 94,389 shares 94,389 $16.5M 4.88% -5,531 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 74,360 shares; 2023Q1: 73,345 shares; 2023Q2: 69,089 shares; 2023Q3: 68,244 shares; 2023Q4: 59,275 shares; 2024Q1: 57,798 shares; 2024Q2: 55,482 shares; 2024Q3: 52,384 shares 52,384 $14.8M 4.39% -3,098 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 5,450 shares; 2023Q2: 19,496 shares; 2023Q3: 25,071 shares; 2023Q4: 48,152 shares; 2024Q1: 55,266 shares; 2024Q2: 60,312 shares; 2024Q3: 68,432 shares 68,432 $14.1M 4.19% +8,120 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 51,249 shares; 2023Q1: 53,464 shares; 2023Q2: 58,404 shares; 2023Q3: 61,809 shares; 2023Q4: 70,379 shares; 2024Q1: 73,015 shares; 2024Q2: 77,841 shares; 2024Q3: 81,802 shares 81,802 $13.7M 4.06% +3,961 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 344,970 shares; 2023Q1: 336,695 shares; 2023Q2: 335,214 shares; 2023Q3: 345,972 shares; 2023Q4: 289,669 shares; 2024Q1: 281,880 shares; 2024Q2: 271,054 shares; 2024Q3: 247,325 shares 247,325 $13.1M 3.87% -23,729 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; 2022Q4: 159,504 shares; 2023Q1: 167,458 shares; 2023Q2: 173,049 shares; 2023Q3: 174,075 shares; 2023Q4: 175,807 shares; 2024Q1: 155,034 shares; 2024Q2: 149,325 shares; 2024Q3: 149,865 shares 149,865 $11.9M 3.52% +540 Timeline 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; 2022Q4: 70,354 shares; 2023Q1: 113,932 shares; 2023Q2: 132,010 shares; 2023Q3: 125,291 shares; 2023Q4: 205,756 shares; 2024Q1: 176,910 shares; 2024Q2: 189,203 shares; 2024Q3: 200,291 shares 200,291 $10.7M 3.18% +11,088 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 69,245 shares; 2023Q1: 96,022 shares; 2023Q2: 120,423 shares; 2023Q3: 135,519 shares; 2023Q4: 178,238 shares; 2024Q1: 131,730 shares; 2024Q2: 145,262 shares; 2024Q3: 161,391 shares 161,391 $10.5M 3.1% +16,129 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 27,941 shares; 2023Q1: 46,880 shares; 2023Q2: 61,038 shares; 2023Q3: 73,635 shares; 2023Q4: 137,672 shares; 2024Q1: 118,425 shares; 2024Q2: 135,065 shares; 2024Q3: 152,317 shares 152,317 $9.84M 2.91% +17,252 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 54,202 shares; 2023Q1: 53,744 shares; 2023Q2: 53,959 shares; 2023Q3: 53,888 shares; 2023Q4: 48,276 shares; 2024Q1: 47,391 shares; 2024Q2: 46,364 shares; 2024Q3: 44,080 shares 44,080 $8.85M 2.62% -2,284 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 4,802 shares; 2023Q1: 9,848 shares; 2023Q2: 14,141 shares; 2023Q3: 19,006 shares; 2023Q4: 40,891 shares; 2024Q1: 50,107 shares; 2024Q2: 57,151 shares; 2024Q3: 68,105 shares 68,105 $8.74M 2.59% +10,954 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; 2022Q4: 52,154 shares; 2023Q1: 51,731 shares; 2023Q2: 51,593 shares; 2023Q3: 50,663 shares; 2023Q4: 46,759 shares; 2024Q1: 47,236 shares; 2024Q2: 45,815 shares; 2024Q3: 45,089 shares 45,089 $8.08M 2.39% -726 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 46,768 shares; 2024Q1: 64,857 shares; 2024Q2: 119,715 shares; 2024Q3: 142,761 shares 142,761 $7.87M 2.33% +23,046 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 6,176 shares; 2023Q1: 7,760 shares; 2023Q2: 17,554 shares; 2023Q3: 21,561 shares; 2023Q4: 147,653 shares; 2024Q1: 107,253 shares; 2024Q2: 157,110 shares; 2024Q3: 179,608 shares 179,608 $7.76M 2.3% +22,498 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 43,586 shares; 2023Q1: 42,368 shares; 2023Q2: 42,258 shares; 2023Q3: 41,707 shares; 2023Q4: 32,898 shares; 2024Q1: 32,272 shares; 2024Q2: 30,929 shares; 2024Q3: 28,985 shares 28,985 $6.88M 2.04% -1,944 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; 2022Q4: 17,481 shares; 2023Q1: 16,913 shares; 2023Q2: 15,614 shares; 2023Q3: 14,793 shares; 2023Q4: 14,234 shares; 2024Q1: 13,248 shares; 2024Q2: 13,155 shares; 2024Q3: 12,998 shares 12,998 $6.86M 2.03% -157 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 185,889 shares; 2023Q1: 170,124 shares; 2023Q2: 170,187 shares; 2023Q3: 167,863 shares; 2023Q4: 140,742 shares; 2024Q1: 137,366 shares; 2024Q2: 133,691 shares; 2024Q3: 126,682 shares 126,682 $6.06M 1.79% -7,009 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,637 shares; 2023Q1: 16,230 shares; 2023Q2: 47,019 shares; 2023Q3: 66,285 shares; 2023Q4: 133,638 shares; 2024Q1: 129,305 shares; 2024Q2: 146,415 shares; 2024Q3: 175,498 shares 175,498 $5.41M 1.6% +29,083 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 12,873 shares; 2023Q1: 12,736 shares; 2023Q2: 12,648 shares; 2023Q3: 12,559 shares; 2023Q4: 10,504 shares; 2024Q1: 9,951 shares; 2024Q2: 9,633 shares; 2024Q3: 9,108 shares 9,108 $5.25M 1.56% -525 Timeline VUSB 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; 2022Q4: 8,873 shares; 2023Q1: 35,368 shares; 2023Q2: 55,820 shares; 2023Q3: 62,976 shares; 2023Q4: 111,267 shares; 2024Q1: 106,579 shares; 2024Q2: 101,336 shares; 2024Q3: 101,307 shares 101,307 $5.06M 1.5% -29 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 507,070 shares; 2023Q1: 601,585 shares; 2023Q2: 658,004 shares; 2023Q3: 679,873 shares; 2023Q4: 734,725 shares; 2024Q1: 169,732 shares; 2024Q2: 127,712 shares; 2024Q3: 126,518 shares 126,518 $5.02M 1.49% -1,194 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 122,589 shares; 2023Q1: 122,589 shares; 2023Q2: 123,511 shares; 2023Q3: 123,141 shares; 2023Q4: 123,333 shares; 2024Q1: 123,333 shares; 2024Q2: 124,269 shares; 2024Q3: 124,170 shares 124,170 $4.66M 1.38% -99 Timeline VSS 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; 2022Q4: 63,649 shares; 2023Q1: 56,926 shares; 2023Q2: 53,126 shares; 2023Q3: 51,340 shares; 2023Q4: 41,826 shares; 2024Q1: 41,369 shares; 2024Q2: 39,668 shares; 2024Q3: 36,629 shares 36,629 $4.61M 1.37% -3,039 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; 2022Q4: 87,512 shares; 2023Q1: 87,512 shares; 2023Q2: 87,512 shares; 2023Q3: 86,223 shares; 2023Q4: 82,937 shares; 2024Q1: 83,011 shares; 2024Q2: 82,840 shares; 2024Q3: 82,823 shares 82,823 $4.38M 1.3% -17 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 50,115 shares; 2023Q1: 50,130 shares; 2023Q2: 50,153 shares; 2023Q3: 50,173 shares; 2023Q4: 47,556 shares; 2024Q1: 47,573 shares; 2024Q2: 47,599 shares; 2024Q3: 47,629 shares 47,629 $4.14M 1.22% +30 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 151,662 shares; 2023Q1: 151,662 shares; 2023Q2: 152,080 shares; 2023Q3: 151,905 shares; 2023Q4: 120,470 shares; 2024Q1: 120,470 shares; 2024Q2: 120,853 shares; 2024Q3: 119,352 shares 119,352 $4.07M 1.21% -1,501 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 13,446 shares; 2023Q1: 13,446 shares; 2023Q2: 13,446 shares; 2023Q3: 13,504 shares; 2023Q4: 13,738 shares; 2024Q1: 65,725 shares; 2024Q2: 63,965 shares; 2024Q3: 63,965 shares 63,965 $3.99M 1.18% 0 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 52,437 shares; 2023Q1: 51,900 shares; 2023Q2: 51,963 shares; 2023Q3: 52,020 shares; 2023Q4: 49,680 shares; 2024Q1: 49,729 shares; 2024Q2: 49,748 shares; 2024Q3: 49,866 shares 49,866 $3.96M 1.17% +118 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 40,474 shares; 2023Q1: 40,272 shares; 2023Q2: 40,272 shares; 2023Q3: 43,272 shares; 2023Q4: 43,272 shares; 2024Q1: 42,591 shares; 2024Q2: 41,937 shares; 2024Q3: 41,937 shares 41,937 $3.51M 1.04% 0 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 63,314 shares; 2023Q1: 63,349 shares; 2023Q2: 63,389 shares; 2023Q3: 63,602 shares; 2023Q4: 63,639 shares; 2024Q1: 62,720 shares; 2024Q2: 62,758 shares; 2024Q3: 62,826 shares 62,826 $3.44M 1.02% +68 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 44,053 shares; 2023Q1: 41,980 shares; 2023Q2: 41,906 shares; 2023Q3: 41,401 shares; 2023Q4: 35,971 shares; 2024Q1: 37,721 shares; 2024Q2: 37,721 shares; 2024Q3: 37,721 shares 37,721 $2.94M 0.87% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 120,118 shares; 2023Q1: 103,358 shares; 2023Q2: 84,820 shares; 2023Q3: 66,500 shares; 2023Q4: 42,202 shares; 2024Q1: 43,030 shares; 2024Q2: 39,021 shares; 2024Q3: 35,008 shares 35,008 $2.93M 0.87% -4,013 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; 2022Q4: 29,311 shares; 2023Q1: 29,377 shares; 2023Q2: 29,444 shares; 2023Q3: 29,515 shares; 2023Q4: 29,593 shares; 2024Q1: 29,652 shares; 2024Q2: 29,652 shares; 2024Q3: 29,778 shares 29,778 $2.39M 0.71% +126 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 206,689 shares; 2023Q1: 228,165 shares; 2023Q2: 245,975 shares; 2023Q3: 261,353 shares; 2023Q4: 266,357 shares; 2024Q1: 95,521 shares; 2024Q2: 86,298 shares; 2024Q3: 83,847 shares 83,847 $2.3M 0.68% -2,451 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 17,494 shares; 2023Q1: 17,494 shares; 2023Q2: 17,235 shares; 2023Q3: 16,721 shares; 2023Q4: 16,721 shares; 2024Q1: 16,721 shares; 2024Q2: 16,598 shares; 2024Q3: 16,644 shares 16,644 $2.2M 0.65% +46 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 46,166 shares; 2023Q1: 45,963 shares; 2023Q2: 46,729 shares; 2023Q3: 47,039 shares; 2023Q4: 47,112 shares; 2024Q1: 47,147 shares; 2024Q2: 47,199 shares; 2024Q3: 47,290 shares 47,290 $2.15M 0.64% +91 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 17,286 shares; 2023Q1: 17,286 shares; 2023Q2: 17,286 shares; 2023Q3: 17,286 shares; 2023Q4: 17,286 shares; 2024Q1: 17,286 shares; 2024Q2: 17,286 shares; 2024Q3: 17,286 shares 17,286 $1.88M 0.56% 0 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 29,796 shares; 2023Q1: 29,796 shares; 2023Q2: 29,796 shares; 2023Q3: 26,971 shares; 2023Q4: 26,925 shares; 2024Q1: 26,861 shares; 2024Q2: 26,661 shares; 2024Q3: 26,639 shares 26,639 $1.87M 0.55% -22 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 32,126 shares; 2023Q1: 32,126 shares; 2023Q2: 32,126 shares; 2023Q3: 30,590 shares; 2023Q4: 30,087 shares; 2024Q1: 30,689 shares; 2024Q2: 30,416 shares; 2024Q3: 30,317 shares 30,317 $1.74M 0.52% -99 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 298,604 shares; 2023Q1: 320,582 shares; 2023Q2: 330,937 shares; 2023Q3: 319,715 shares; 2023Q4: 306,448 shares; 2024Q1: 61,019 shares; 2024Q2: 55,657 shares; 2024Q3: 49,891 shares 49,891 $1.59M 0.47% -5,766 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 67,947 shares; 2023Q1: 67,947 shares; 2023Q2: 68,069 shares; 2023Q3: 65,077 shares; 2023Q4: 37,927 shares; 2024Q1: 38,072 shares; 2024Q2: 38,013 shares; 2024Q3: 37,571 shares 37,571 $1.55M 0.46% -442 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 38,510 shares; 2023Q1: 51,712 shares; 2023Q2: 48,973 shares; 2023Q3: 26,423 shares; 2023Q4: 28,504 shares; 2024Q1: 29,489 shares; 2024Q2: 29,489 shares; 2024Q3: 29,543 shares 29,543 $1.51M 0.45% +54 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 11,985 shares; 2023Q1: 11,784 shares; 2023Q2: 12,560 shares; 2023Q3: 12,844 shares; 2023Q4: 12,807 shares; 2024Q1: 6,374 shares; 2024Q2: 6,374 shares; 2024Q3: 6,404 shares 6,404 $1.49M 0.44% +30 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; 2022Q4: 3,368 shares; 2023Q1: 3,362 shares; 2023Q2: 3,362 shares; 2023Q3: 3,374 shares; 2023Q4: 3,374 shares; 2024Q1: 2,421 shares; 2024Q2: 2,421 shares; 2024Q3: 2,415 shares 2,415 $1.38M 0.41% -6 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 12,931 shares; 2023Q1: 13,080 shares; 2023Q2: 12,843 shares; 2023Q3: 12,843 shares; 2023Q4: 12,235 shares; 2024Q1: 11,965 shares; 2024Q2: 11,550 shares; 2024Q3: 11,550 shares 11,550 $1.35M 0.4% 0 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 118,445 shares; 2023Q1: 145,986 shares; 2023Q2: 148,284 shares; 2023Q3: 165,334 shares; 2023Q4: 128,046 shares; 2024Q1: 39,708 shares; 2024Q2: 38,776 shares; 2024Q3: 39,236 shares 39,236 $1.35M 0.4% +460 Timeline JPIE 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 20,507 shares; 2024Q3: 26,667 shares 26,667 $1.24M 0.37% +6,160 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; 2022Q4: 3,326 shares; 2023Q1: 3,365 shares; 2023Q2: 3,365 shares; 2023Q3: 4,401 shares; 2023Q4: 4,188 shares; 2024Q1: 1,892 shares; 2024Q2: 1,892 shares; 2024Q3: 1,892 shares 1,892 $1.09M 0.32% 0 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 179,615 shares; 2023Q1: 181,653 shares; 2023Q2: 196,937 shares; 2023Q3: 224,623 shares; 2023Q4: 228,915 shares; 2024Q1: 25,707 shares; 2024Q2: 24,362 shares; 2024Q3: 20,551 shares 20,551 $981K 0.29% -3,811 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,390 shares; 2023Q1: 3,416 shares; 2023Q2: 3,626 shares; 2023Q3: 3,761 shares; 2023Q4: 3,753 shares; 2024Q1: 2,169 shares; 2024Q2: 2,196 shares; 2024Q3: 2,223 shares 2,223 $957K 0.28% +27 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; 2022Q4: 10,502 shares; 2023Q1: 2,206 shares; 2023Q2: 2,206 shares; 2023Q3: 2,206 shares; 2023Q4: 2,449 shares; 2024Q1: 1,959 shares; 2024Q2: 1,959 shares; 2024Q3: 1,985 shares 1,985 $913K 0.27% +26 Timeline SDG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 10,400 shares; 2023Q1: 10,400 shares; 2023Q2: 10,400 shares; 2023Q3: 10,430 shares; 2023Q4: 10,400 shares; 2024Q1: 10,400 shares; 2024Q2: 10,400 shares; 2024Q3: 10,400 shares 10,400 $882K 0.26% 0 Timeline BND 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; 2022Q4: 41,087 shares; 2023Q1: 32,889 shares; 2023Q2: 29,058 shares; 2023Q3: 29,791 shares; 2023Q4: 16,479 shares; 2024Q1: 15,359 shares; 2024Q2: 12,931 shares; 2024Q3: 11,103 shares 11,103 $834K 0.25% -1,828 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 224,734 shares; 2023Q1: 170,650 shares; 2023Q2: 125,303 shares; 2023Q3: 116,463 shares; 2023Q4: 46,109 shares; 2024Q1: 30,561 shares; 2024Q2: 22,266 shares; 2024Q3: 17,563 shares 17,563 $829K 0.25% -4,703 Timeline AVGE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 510 shares; 2023Q1: 1,881 shares; 2023Q2: 3,552 shares; 2023Q3: 4,949 shares; 2023Q4: 6,405 shares; 2024Q1: 2,531 shares; 2024Q2: 5,951 shares; 2024Q3: 10,457 shares 10,457 $772K 0.23% +4,506 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 4,094 shares; 2023Q1: 4,064 shares; 2023Q2: 4,064 shares; 2023Q3: 4,064 shares; 2023Q4: 4,064 shares; 2024Q1: 3,618 shares; 2024Q2: 2,796 shares; 2024Q3: 2,796 shares 2,796 $736K 0.22% 0 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 32,296 shares; 2023Q1: 47,262 shares; 2023Q2: 40,150 shares; 2023Q3: 43,514 shares; 2023Q4: 43,037 shares; 2024Q1: 23,363 shares; 2024Q2: 22,431 shares; 2024Q3: 21,463 shares 21,463 $731K 0.22% -968 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 95,774 shares; 2023Q1: 80,352 shares; 2023Q2: 59,738 shares; 2023Q3: 55,152 shares; 2023Q4: 44,036 shares; 2024Q1: 19,692 shares; 2024Q2: 16,691 shares; 2024Q3: 14,339 shares 14,339 $721K 0.21% -2,352 Timeline BRK-A 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; 2022Q4: 1 shares; 2023Q1: 1 shares; 2023Q2: 1 shares; 2023Q3: 1 shares; 2023Q4: 1 shares; 2024Q1: 1 shares; 2024Q2: 1 shares; 2024Q3: 1 shares 1 $691K 0.2% 0 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 17,485 shares; 2023Q1: 23,315 shares; 2023Q2: 28,361 shares; 2023Q3: 29,772 shares; 2023Q4: 31,019 shares; 2024Q1: 6,795 shares; 2024Q2: 6,657 shares; 2024Q3: 6,771 shares 6,771 $650K 0.19% +114 Timeline DFIP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 22,787 shares; 2023Q1: 30,790 shares; 2023Q2: 36,189 shares; 2023Q3: 62,707 shares; 2023Q4: 67,968 shares; 2024Q1: 11,468 shares; 2024Q2: 11,237 shares; 2024Q3: 13,061 shares 13,061 $552K 0.16% +1,824 Timeline VEU 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; 2022Q4: 8,679 shares; 2023Q1: 8,705 shares; 2023Q2: 9,029 shares; 2023Q3: 9,072 shares; 2023Q4: 8,620 shares; 2024Q1: 9,713 shares; 2024Q2: 8,874 shares; 2024Q3: 8,571 shares 8,571 $540K 0.16% -303 Timeline SPXN PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,800 shares; 2023Q1: 1,800 shares; 2023Q2: 1,800 shares; 2023Q3: 1,800 shares; 2023Q4: 4,278 shares; 2024Q1: 4,278 shares; 2024Q2: 8,556 shares; 2024Q3: 8,556 shares 8,556 $530K 0.16% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,224 shares; 2023Q1: 1,224 shares; 2023Q2: 1,224 shares; 2023Q3: 1,224 shares; 2023Q4: 1,224 shares; 2024Q1: 1,224 shares; 2024Q2: 1,173 shares; 2024Q3: 1,173 shares 1,173 $496K 0.15% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 5,260 shares; 2023Q1: 5,260 shares; 2023Q2: 5,260 shares; 2023Q3: 4,999 shares; 2023Q4: 4,999 shares; 2024Q1: 4,686 shares; 2024Q2: 4,562 shares; 2024Q3: 4,562 shares 4,562 $491K 0.15% 0 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 61,475 shares; 2023Q1: 68,343 shares; 2023Q2: 68,834 shares; 2023Q3: 69,507 shares; 2023Q4: 62,134 shares; 2024Q1: 4,992 shares; 2024Q2: 4,992 shares; 2024Q3: 4,992 shares 4,992 $475K 0.14% 0 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; 2022Q4: 3,499 shares; 2023Q1: 3,499 shares; 2023Q2: 3,519 shares; 2023Q3: 3,519 shares; 2023Q4: 3,499 shares; 2024Q1: 2,459 shares; 2024Q2: 2,459 shares; 2024Q3: 2,511 shares 2,511 $468K 0.14% +52 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 6,607 shares; 2023Q1: 6,505 shares; 2023Q2: 6,505 shares; 2023Q3: 6,471 shares; 2023Q4: 6,443 shares; 2024Q1: 5,130 shares; 2024Q2: 5,130 shares; 2024Q3: 5,130 shares 5,130 $458K 0.14% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,789 shares; 2023Q1: 2,789 shares; 2023Q2: 2,789 shares; 2023Q3: 2,789 shares; 2023Q4: 2,621 shares; 2024Q1: 2,434 shares; 2024Q2: 2,434 shares; 2024Q3: 2,438 shares 2,438 $451K 0.13% +4 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 16,831 shares; 2023Q1: 16,831 shares; 2023Q2: 16,330 shares; 2023Q3: 16,330 shares; 2023Q4: 11,900 shares; 2024Q1: 11,193 shares; 2024Q2: 11,193 shares; 2024Q3: 11,193 shares 11,193 $431K 0.13% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 11,407 shares; 2023Q1: 11,207 shares; 2023Q2: 11,247 shares; 2023Q3: 11,287 shares; 2023Q4: 11,135 shares; 2024Q1: 2,420 shares; 2024Q2: 2,420 shares; 2024Q3: 2,424 shares 2,424 $405K 0.12% +4 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 50,573 shares; 2023Q1: 83,269 shares; 2023Q2: 107,372 shares; 2023Q3: 124,896 shares; 2023Q4: 155,683 shares; 2024Q1: 18,236 shares; 2024Q2: 14,906 shares; 2024Q3: 14,840 shares 14,840 $380K 0.11% -66 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; 2022Q4: 873 shares; 2023Q1: 873 shares; 2023Q2: 873 shares; 2023Q3: 930 shares; 2023Q4: 1,079 shares; 2024Q1: 835 shares; 2024Q2: 835 shares; 2024Q3: 837 shares 837 $339K 0.1% +2 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 44,831 shares; 2023Q1: 41,239 shares; 2023Q2: 40,648 shares; 2023Q3: 40,648 shares; 2023Q4: 42,321 shares; 2024Q1: 5,301 shares; 2024Q2: 5,301 shares; 2024Q3: 5,301 shares 5,301 $330K 0.1% 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; 2022Q4: 3,713 shares; 2023Q1: 3,713 shares; 2023Q2: 3,717 shares; 2023Q3: 3,308 shares; 2023Q4: 3,044 shares; 2024Q1: 3,942 shares; 2024Q2: 3,942 shares; 2024Q3: 3,977 shares 3,977 $321K 0.1% +35 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 23,679 shares; 2023Q1: 24,477 shares; 2023Q2: 25,677 shares; 2023Q3: 27,655 shares; 2023Q4: 28,904 shares; 2024Q1: 5,075 shares; 2024Q2: 4,527 shares; 2024Q3: 4,527 shares 4,527 $320K 0.09% 0 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 7,873 shares; 2023Q1: 12,957 shares; 2023Q2: 14,626 shares; 2023Q3: 14,008 shares; 2023Q4: 25,950 shares; 2024Q1: 3,867 shares; 2024Q2: 6,520 shares; 2024Q3: 6,520 shares 6,520 $316K 0.09% 0 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 642 shares; 2023Q4: 1,332 shares; 2024Q1: 1,306 shares; 2024Q2: 1,306 shares; 2024Q3: 1,306 shares 1,306 $314K 0.09% 0 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,473 shares; 2023Q1: 1,474 shares; 2023Q2: 1,727 shares; 2023Q3: 1,730 shares; 2023Q4: 1,704 shares; 2024Q1: 1,407 shares; 2024Q2: 1,409 shares; 2024Q3: 1,426 shares 1,426 $301K 0.09% +17 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; 2022Q4: 536 shares; 2023Q1: 534 shares; 2023Q2: 534 shares; 2023Q3: 534 shares; 2023Q4: 759 shares; 2024Q1: 355 shares; 2024Q2: 330 shares; 2024Q3: 332 shares 332 $294K 0.09% +2 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 8,537 shares; 2023Q1: 8,537 shares; 2023Q2: 8,537 shares; 2023Q3: 8,537 shares; 2023Q4: 8,537 shares; 2024Q1: 8,537 shares; 2024Q2: 8,537 shares; 2024Q3: 8,537 shares 8,537 $294K 0.09% 0 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 50 shares; 2023Q3: 1,250 shares; 2023Q4: 1,250 shares; 2024Q1: 1,250 shares; 2024Q2: 1,250 shares; 2024Q3: 1,261 shares 1,261 $285K 0.08% +11 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,000 shares; 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 1,000 $271K 0.08% 0 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 15,029 shares; 2023Q1: 17,119 shares; 2023Q2: 16,898 shares; 2023Q3: 19,286 shares; 2023Q4: 21,445 shares; 2024Q1: 9,956 shares; 2024Q2: 9,502 shares; 2024Q3: 9,502 shares 9,502 $263K 0.08% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 11,968 shares; 2023Q1: 11,972 shares; 2023Q2: 11,102 shares; 2023Q3: 10,184 shares; 2023Q4: 8,219 shares; 2024Q1: 5,827 shares; 2024Q2: 5,830 shares; 2024Q3: 5,885 shares 5,885 $234K 0.07% +55 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; 2022Q4: 8,866 shares; 2023Q1: 2,866 shares; 2023Q2: 2,647 shares; 2023Q3: 2,811 shares; 2023Q4: 2,721 shares; 2024Q1: 2,721 shares; 2024Q2: 2,721 shares; 2024Q3: 2,725 shares 2,725 $230K 0.07% +4 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; 2022Q4: 44,811 shares; 2023Q1: 44,811 shares; 2023Q2: 43,625 shares; 2023Q3: 43,360 shares; 2023Q4: 43,360 shares; 2024Q1: 8,435 shares; 2024Q2: 8,435 shares; 2024Q3: 8,435 shares 8,435 $228K 0.07% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 558 shares; 2023Q1: 902 shares; 2023Q2: 902 shares; 2023Q3: 902 shares; 2023Q4: 506 shares; 2024Q1: not reported; 2024Q2: 2,085 shares; 2024Q3: 2,085 shares 2,085 $227K 0.07% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 6,750 shares; 2023Q1: 7,021 shares; 2023Q2: 7,042 shares; 2023Q3: 7,042 shares; 2023Q4: 16,057 shares; 2024Q1: 5,752 shares; 2024Q2: 2,545 shares; 2024Q3: 2,545 shares 2,545 $224K 0.07% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 13,502 shares; 2023Q1: 13,549 shares; 2023Q2: 13,611 shares; 2023Q3: 10,866 shares; 2023Q4: 6,814 shares; 2024Q1: 5,354 shares; 2024Q2: 2,846 shares; 2024Q3: 2,846 shares 2,846 $224K 0.07% 0 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; 2022Q4: 143 shares; 2023Q1: 143 shares; 2023Q2: 143 shares; 2023Q3: 143 shares; 2023Q4: 168 shares; 2024Q1: 1,122 shares; 2024Q2: 1,122 shares; 2024Q3: 1,122 shares 1,122 $222K 0.07% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 103 shares; 2023Q1: 103 shares; 2023Q2: 103 shares; 2023Q3: 653 shares; 2023Q4: 550 shares; 2024Q1: 550 shares; 2024Q2: 550 shares; 2024Q3: 588 shares 588 $221K 0.07% +38 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 8,391 shares; 2023Q1: 8,251 shares; 2023Q2: 8,186 shares; 2023Q3: 8,098 shares; 2023Q4: 7,971 shares; 2024Q1: 1,661 shares; 2024Q2: 1,661 shares; 2024Q3: 1,661 shares 1,661 $195K 0.06% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 79 shares; 2023Q1: 79 shares; 2023Q2: 84 shares; 2023Q3: 84 shares; 2023Q4: 79 shares; 2024Q1: 109 shares; 2024Q2: 109 shares; 2024Q3: 1,099 shares 1,099 $190K 0.06% +990 Timeline PFM 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; 2022Q4: 4,000 shares; 2023Q1: 4,000 shares; 2023Q2: 4,000 shares; 2023Q3: 4,000 shares; 2023Q4: 4,000 shares; 2024Q1: 4,000 shares; 2024Q2: 4,000 shares; 2024Q3: 4,000 shares 4,000 $186K 0.06% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 701 shares; 2023Q1: 701 shares; 2023Q2: 701 shares; 2023Q3: 743 shares; 2023Q4: 743 shares; 2024Q1: 743 shares; 2024Q2: 743 shares; 2024Q3: 747 shares 747 $175K 0.05% +4 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; 2022Q4: 2,262 shares; 2023Q1: 2,262 shares; 2023Q2: 2,262 shares; 2023Q3: 2,262 shares; 2023Q4: 1,839 shares; 2024Q1: 278 shares; 2024Q2: 715 shares; 2024Q3: 715 shares 715 $174K 0.05% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,397 shares; 2023Q1: 2,397 shares; 2023Q2: 2,397 shares; 2023Q3: 1,760 shares; 2023Q4: 1,760 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,023 shares 1,023 $170K 0.05% +23 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 90 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,200 shares; 2023Q4: 1,200 shares; 2024Q1: 1,200 shares; 2024Q2: 1,200 shares; 2024Q3: 1,200 shares 1,200 $162K 0.05% 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; 2022Q4: 4,940 shares; 2023Q1: 4,940 shares; 2023Q2: 4,940 shares; 2023Q3: 4,940 shares; 2023Q4: 4,940 shares; 2024Q1: 4,940 shares; 2024Q2: 4,940 shares; 2024Q3: 4,949 shares 4,949 $157K 0.05% +9 JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,241 shares; 2023Q1: 2,241 shares; 2023Q2: 2,241 shares; 2023Q3: 2,324 shares; 2023Q4: 2,241 shares; 2024Q1: 857 shares; 2024Q2: 857 shares; 2024Q3: 861 shares 861 $140K 0.04% +4 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,274 shares; 2023Q1: 1,274 shares; 2023Q2: 1,274 shares; 2023Q3: 1,275 shares; 2023Q4: 1,275 shares; 2024Q1: 1,274 shares; 2024Q2: 1,274 shares; 2024Q3: 1,367 shares 1,367 $138K 0.04% +93 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 4,143 shares; 2023Q1: 3,743 shares; 2023Q2: 3,419 shares; 2023Q3: 3,525 shares; 2023Q4: 3,106 shares; 2024Q1: 1,767 shares; 2024Q2: 1,767 shares; 2024Q3: 1,771 shares 1,771 $138K 0.04% +4 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 49 shares; 2023Q1: 49 shares; 2023Q2: 185 shares; 2023Q3: 170 shares; 2023Q4: 155 shares; 2024Q1: 105 shares; 2024Q2: 1,050 shares; 2024Q3: 1,111 shares 1,111 $135K 0.04% +61 Timeline JPST 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,648 shares; 2024Q3: 2,648 shares 2,648 $134K 0.04% 0 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,507 shares; 2024Q3: 2,507 shares 2,507 $133K 0.04% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,212 shares; 2023Q1: 2,212 shares; 2023Q2: 2,635 shares; 2023Q3: 2,808 shares; 2023Q4: 2,312 shares; 2024Q1: 1,148 shares; 2024Q2: 1,148 shares; 2024Q3: 1,120 shares 1,120 $127K 0.04% -28 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; 2022Q4: 20,539 shares; 2023Q1: 20,697 shares; 2023Q2: 17,581 shares; 2023Q3: 19,016 shares; 2023Q4: 17,505 shares; 2024Q1: 1,459 shares; 2024Q2: 1,279 shares; 2024Q3: 1,280 shares 1,280 $125K 0.04% +1 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,743 shares; 2023Q1: 1,832 shares; 2023Q2: 1,807 shares; 2023Q3: 1,807 shares; 2023Q4: 1,304 shares; 2024Q1: 1,210 shares; 2024Q2: 1,210 shares; 2024Q3: 1,210 shares 1,210 $123K 0.04% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,284 shares; 2023Q1: 1,284 shares; 2023Q2: 1,284 shares; 2023Q3: 1,361 shares; 2023Q4: 1,341 shares; 2024Q1: 436 shares; 2024Q2: 436 shares; 2024Q3: 439 shares 439 $121K 0.04% +3 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,362 shares; 2024Q2: 2,362 shares; 2024Q3: 2,362 shares 2,362 $119K 0.04% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 316 shares; 2023Q1: 316 shares; 2023Q2: 319 shares; 2023Q3: 319 shares; 2023Q4: 316 shares; 2024Q1: 159 shares; 2024Q2: 159 shares; 2024Q3: 158 shares 158 $112K 0.03% -1 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; 2022Q4: 141 shares; 2023Q1: 141 shares; 2023Q2: 141 shares; 2023Q3: 141 shares; 2023Q4: 132 shares; 2024Q1: 135 shares; 2024Q2: 135 shares; 2024Q3: 119 shares 119 $105K 0.03% -16 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,087 shares; 2023Q1: 1,091 shares; 2023Q2: 1,076 shares; 2023Q3: 1,076 shares; 2023Q4: 1,130 shares; 2024Q1: 1,076 shares; 2024Q2: 1,076 shares; 2024Q3: 1,076 shares 1,076 $103K 0.03% 0 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,960 shares; 2023Q1: 2,960 shares; 2023Q2: 2,960 shares; 2023Q3: 2,960 shares; 2023Q4: 2,960 shares; 2024Q1: 2,960 shares; 2024Q2: 2,960 shares; 2024Q3: 2,960 shares 2,960 $99.8K 0.03% 0 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 974 shares; 2023Q1: 974 shares; 2023Q2: 974 shares; 2023Q3: 974 shares; 2023Q4: 974 shares; 2024Q1: 974 shares; 2024Q2: 974 shares; 2024Q3: 974 shares 974 $99.4K 0.03% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,089 shares; 2023Q1: 1,087 shares; 2023Q2: 1,103 shares; 2023Q3: 1,103 shares; 2023Q4: 645 shares; 2024Q1: 454 shares; 2024Q2: 454 shares; 2024Q3: 496 shares 496 $97.9K 0.03% +42 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,834 shares; 2024Q3: 1,834 shares 1,834 $92.5K 0.03% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 681 shares; 2023Q1: 697 shares; 2023Q2: 714 shares; 2023Q3: 798 shares; 2023Q4: 781 shares; 2024Q1: 763 shares; 2024Q2: 763 shares; 2024Q3: 763 shares 763 $92.4K 0.03% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,749 shares; 2023Q1: 1,749 shares; 2023Q2: 1,286 shares; 2023Q3: 1,586 shares; 2023Q4: 1,286 shares; 2024Q1: 1,286 shares; 2024Q2: 1,286 shares; 2024Q3: 1,286 shares 1,286 $91.8K 0.03% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,067 shares; 2023Q1: 2,077 shares; 2023Q2: 2,077 shares; 2023Q3: 2,077 shares; 2023Q4: 2,229 shares; 2024Q1: 199 shares; 2024Q2: 199 shares; 2024Q3: 766 shares 766 $89.8K 0.03% +567 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 5,763 shares; 2023Q1: 5,763 shares; 2023Q2: 5,763 shares; 2023Q3: 5,763 shares; 2023Q4: 5,763 shares; 2024Q1: 5,763 shares; 2024Q2: 5,763 shares; 2024Q3: 5,763 shares 5,763 $84.7K 0.03% 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; 2022Q4: 1,205 shares; 2023Q1: 1,205 shares; 2023Q2: 1,207 shares; 2023Q3: 987 shares; 2023Q4: 910 shares; 2024Q1: 872 shares; 2024Q2: 872 shares; 2024Q3: 872 shares 872 $83.9K 0.02% 0 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,475 shares; 2024Q3: 2,475 shares 2,475 $82.3K 0.02% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 270 shares; 2023Q1: 270 shares; 2023Q2: 270 shares; 2023Q3: 270 shares; 2023Q4: 250 shares; 2024Q1: 250 shares; 2024Q2: 250 shares; 2024Q3: 252 shares 252 $81.2K 0.02% +2 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 200 shares; 2023Q1: 200 shares; 2023Q2: 212 shares; 2023Q3: 321 shares; 2023Q4: 309 shares; 2024Q1: 409 shares; 2024Q2: 409 shares; 2024Q3: 411 shares 411 $80.2K 0.02% +2 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 7 shares; 2023Q3: 7 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 812 shares; 2024Q3: 812 shares 812 $78.7K 0.02% 0 Timeline PNQI 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; 2022Q4: 360 shares; 2023Q1: 360 shares; 2023Q2: 360 shares; 2023Q3: 1,800 shares; 2023Q4: 1,800 shares; 2024Q1: 1,800 shares; 2024Q2: 1,800 shares; 2024Q3: 1,800 shares 1,800 $78.2K 0.02% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 55 shares; 2023Q1: 54 shares; 2023Q2: 57 shares; 2023Q3: 79 shares; 2023Q4: 76 shares; 2024Q1: 120 shares; 2024Q2: 120 shares; 2024Q3: 128 shares 128 $74.7K 0.02% +8 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,646 shares; 2023Q1: 146 shares; 2023Q2: 146 shares; 2023Q3: 146 shares; 2023Q4: 146 shares; 2024Q1: 232 shares; 2024Q2: 232 shares; 2024Q3: 267 shares 267 $74.2K 0.02% +35 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 823 shares; 2023Q1: 620 shares; 2023Q2: 695 shares; 2023Q3: 695 shares; 2023Q4: 495 shares; 2024Q1: 495 shares; 2024Q2: 495 shares; 2024Q3: 500 shares 500 $73.6K 0.02% +5 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; 2022Q4: 52 shares; 2023Q1: 51 shares; 2023Q2: 51 shares; 2023Q3: 73 shares; 2023Q4: 73 shares; 2024Q1: 75 shares; 2024Q2: 75 shares; 2024Q3: 76 shares 76 $71.7K 0.02% +1 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; 2022Q4: 232 shares; 2023Q1: 232 shares; 2023Q2: 232 shares; 2023Q3: 325 shares; 2023Q4: 325 shares; 2024Q1: 325 shares; 2024Q2: 325 shares; 2024Q3: 325 shares 325 $67.5K 0.02% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 218 shares; 2023Q1: 311 shares; 2023Q2: 218 shares; 2023Q3: 218 shares; 2023Q4: 218 shares; 2024Q1: 150 shares; 2024Q2: 150 shares; 2024Q3: 376 shares 376 $66.9K 0.02% +226 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; 2022Q4: 12,985 shares; 2023Q1: 12,612 shares; 2023Q2: 11,688 shares; 2023Q3: 11,246 shares; 2023Q4: 11,581 shares; 2024Q1: 1,192 shares; 2024Q2: 1,192 shares; 2024Q3: 1,203 shares 1,203 $64K 0.02% +11 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 500 shares; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares 500 $64K 0.02% 0 Timeline RSPT 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; 2022Q4: 168 shares; 2023Q1: 168 shares; 2023Q2: 168 shares; 2023Q3: 1,681 shares; 2023Q4: 1,681 shares; 2024Q1: 1,681 shares; 2024Q2: 1,681 shares; 2024Q3: 1,681 shares 1,681 $63.4K 0.02% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,485 shares; 2023Q1: 1,488 shares; 2023Q2: 1,298 shares; 2023Q3: 1,302 shares; 2023Q4: 1,055 shares; 2024Q1: 1,058 shares; 2024Q2: 1,060 shares; 2024Q3: 1,095 shares 1,095 $61.9K 0.02% +35 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; 2022Q4: 232 shares; 2023Q1: 230 shares; 2023Q2: 230 shares; 2023Q3: 230 shares; 2023Q4: 230 shares; 2024Q1: 295 shares; 2024Q2: 295 shares; 2024Q3: 295 shares 295 $61K 0.02% 0 Timeline DGIN VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,327 shares; 2024Q3: 1,327 shares 1,327 $59.4K 0.02% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 136 shares; 2023Q1: 136 shares; 2023Q2: 136 shares; 2023Q3: 136 shares; 2023Q4: 136 shares; 2024Q1: 136 shares; 2024Q2: 136 shares; 2024Q3: 138 shares 138 $57.4K 0.02% +2 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 268 shares; 2024Q2: 423 shares; 2024Q3: 557 shares 557 $56.5K 0.02% +134 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,873 shares; 2023Q1: 226 shares; 2023Q2: 148 shares; 2023Q3: 189 shares; 2023Q4: 189 shares; 2024Q1: 174 shares; 2024Q2: 174 shares; 2024Q3: 179 shares 179 $54.5K 0.02% +5 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 170 shares; 2023Q1: 169 shares; 2023Q2: 169 shares; 2023Q3: 169 shares; 2023Q4: 169 shares; 2024Q1: 199 shares; 2024Q2: 199 shares; 2024Q3: 199 shares 199 $54K 0.02% 0 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 635 shares; 2023Q1: 635 shares; 2023Q2: 635 shares; 2023Q3: 635 shares; 2023Q4: 635 shares; 2024Q1: 635 shares; 2024Q2: 635 shares; 2024Q3: 635 shares 635 $53.7K 0.02% 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; 2022Q4: 443 shares; 2023Q1: 440 shares; 2023Q2: 440 shares; 2023Q3: 440 shares; 2023Q4: 440 shares; 2024Q1: 440 shares; 2024Q2: 440 shares; 2024Q3: 440 shares 440 $53.4K 0.02% 0 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,280 shares; 2023Q1: 700 shares; 2023Q2: 700 shares; 2023Q3: 700 shares; 2023Q4: 700 shares; 2024Q1: 700 shares; 2024Q2: 700 shares; 2024Q3: 700 shares 700 $53.2K 0.02% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,415 shares; 2023Q1: 1,415 shares; 2023Q2: 1,415 shares; 2023Q3: 1,684 shares; 2023Q4: 1,415 shares; 2024Q1: 1,223 shares; 2024Q2: 1,223 shares; 2024Q3: 1,267 shares 1,267 $52.9K 0.02% +44 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 519 shares; 2023Q1: 519 shares; 2023Q2: 519 shares; 2023Q3: 519 shares; 2023Q4: 519 shares; 2024Q1: 550 shares; 2024Q2: 550 shares; 2024Q3: 550 shares 550 $52.7K 0.02% 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; 2022Q4: 528 shares; 2023Q1: 1,213 shares; 2023Q2: 1,172 shares; 2023Q3: 1,175 shares; 2023Q4: 1,009 shares; 2024Q1: 355 shares; 2024Q2: 356 shares; 2024Q3: 429 shares 429 $51.4K 0.02% +73 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 988 shares; 2023Q1: 988 shares; 2023Q2: 988 shares; 2023Q3: 988 shares; 2023Q4: 838 shares; 2024Q1: 838 shares; 2024Q2: 838 shares; 2024Q3: 838 shares 838 $51.2K 0.02% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 173 shares; 2023Q1: 173 shares; 2023Q2: 173 shares; 2023Q3: 173 shares; 2023Q4: 173 shares; 2024Q1: 173 shares; 2024Q2: 173 shares; 2024Q3: 175 shares 175 $50.5K 0.01% +2 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 390 shares; 2023Q1: 390 shares; 2023Q2: 390 shares; 2023Q3: 390 shares; 2023Q4: 390 shares; 2024Q1: 253 shares; 2024Q2: 253 shares; 2024Q3: 265 shares 265 $50.1K 0.01% +12 Timeline FMS FRESENIUS MEDICAL CARE AG More: the full row for FRESENIUS MEDICAL CARE AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,328 shares; 2023Q1: 2,328 shares; 2023Q2: 2,328 shares; 2023Q3: 2,328 shares; 2023Q4: 2,328 shares; 2024Q1: 2,328 shares; 2024Q2: 2,328 shares; 2024Q3: 2,328 shares 2,328 $49.6K 0.01% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 537 shares; 2023Q1: 537 shares; 2023Q2: 602 shares; 2023Q3: 602 shares; 2023Q4: 568 shares; 2024Q1: 99 shares; 2024Q2: 99 shares; 2024Q3: 99 shares 99 $48.5K 0.01% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 309 shares; 2023Q1: 311 shares; 2023Q2: 312 shares; 2023Q3: 313 shares; 2023Q4: 314 shares; 2024Q1: 315 shares; 2024Q2: 316 shares; 2024Q3: 320 shares 320 $47.9K 0.01% +4 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,668 shares; 2023Q1: 1,414 shares; 2023Q2: 1,414 shares; 2023Q3: 874 shares; 2023Q4: 874 shares; 2024Q1: 224 shares; 2024Q2: 224 shares; 2024Q3: 265 shares 265 $47.5K 0.01% +41 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 156 shares; 2023Q1: 156 shares; 2023Q2: 156 shares; 2023Q3: 156 shares; 2023Q4: 156 shares; 2024Q1: 156 shares; 2024Q2: 156 shares; 2024Q3: 156 shares 156 $47.2K 0.01% 0 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; 2022Q4: 267 shares; 2023Q1: 267 shares; 2023Q2: 303 shares; 2023Q3: 303 shares; 2023Q4: 303 shares; 2024Q1: 303 shares; 2024Q2: 303 shares; 2024Q3: 303 shares 303 $46.7K 0.01% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,797 shares; 2023Q1: 3,015 shares; 2023Q2: 2,797 shares; 2023Q3: 2,797 shares; 2023Q4: 697 shares; 2024Q1: 447 shares; 2024Q2: 447 shares; 2024Q3: 447 shares 447 $46.6K 0.01% 0 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 520 shares; 2023Q3: 520 shares; 2023Q4: 520 shares; 2024Q1: 520 shares; 2024Q2: 520 shares; 2024Q3: 520 shares 520 $45.7K 0.01% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 694 shares; 2023Q1: 712 shares; 2023Q2: 712 shares; 2023Q3: 866 shares; 2023Q4: 1,079 shares; 2024Q1: 622 shares; 2024Q2: 622 shares; 2024Q3: 635 shares 635 $45.6K 0.01% +13 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,389 shares; 2023Q1: 1,388 shares; 2023Q2: 1,402 shares; 2023Q3: 1,402 shares; 2023Q4: 715 shares; 2024Q1: 283 shares; 2024Q2: 368 shares; 2024Q3: 374 shares 374 $42.6K 0.01% +6 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,800 shares; 2023Q1: 1,800 shares; 2023Q2: 1,233 shares; 2023Q3: 1,233 shares; 2023Q4: 1,233 shares; 2024Q1: 1,233 shares; 2024Q2: 1,233 shares; 2024Q3: 1,233 shares 1,233 $42.6K 0.01% 0 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,232 shares; 2023Q1: 4,464 shares; 2023Q2: 6,696 shares; 2023Q3: 6,696 shares; 2023Q4: 6,696 shares; 2024Q1: 6,696 shares; 2024Q2: 6,696 shares; 2024Q3: 6,696 shares 6,696 $42.5K 0.01% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 504 shares; 2023Q1: 504 shares; 2023Q2: 504 shares; 2023Q3: 504 shares; 2023Q4: 504 shares; 2024Q1: 504 shares; 2024Q2: 504 shares; 2024Q3: 504 shares 504 $40.4K 0.01% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 17 shares; 2023Q1: 17 shares; 2023Q2: 17 shares; 2023Q3: 17 shares; 2023Q4: 17 shares; 2024Q1: 14 shares; 2024Q2: 700 shares; 2024Q3: 700 shares 700 $40.3K 0.01% 0 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; 2022Q4: 93 shares; 2023Q1: 93 shares; 2023Q2: 93 shares; 2023Q3: 93 shares; 2023Q4: 144 shares; 2024Q1: 103 shares; 2024Q2: 103 shares; 2024Q3: 103 shares 103 $39.5K 0.01% 0 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 855 shares; 2023Q3: 855 shares; 2023Q4: 855 shares; 2024Q1: 855 shares; 2024Q2: 855 shares; 2024Q3: 855 shares 855 $38.7K 0.01% 0 Timeline UAA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 4,521 shares; 2023Q1: 4,521 shares; 2023Q2: 4,521 shares; 2023Q3: 4,521 shares; 2023Q4: 4,521 shares; 2024Q1: 4,321 shares; 2024Q2: 4,321 shares; 2024Q3: 4,321 shares 4,321 $38.5K 0.01% 0 Timeline TMSL 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,185 shares; 2024Q3: 1,185 shares 1,185 $38.5K 0.01% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 59 shares; 2023Q1: 59 shares; 2023Q2: 59 shares; 2023Q3: 59 shares; 2023Q4: 59 shares; 2024Q1: 59 shares; 2024Q2: 59 shares; 2024Q3: 139 shares 139 $38K 0.01% +80 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 76 shares; 2023Q1: 148 shares; 2023Q2: 148 shares; 2023Q3: 244 shares; 2023Q4: 244 shares; 2024Q1: 172 shares; 2024Q2: 172 shares; 2024Q3: 172 shares 172 $38K 0.01% 0 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; 2022Q4: 2,365 shares; 2023Q1: 2,343 shares; 2023Q2: 2,137 shares; 2023Q3: 1,820 shares; 2023Q4: 1,848 shares; 2024Q1: 153 shares; 2024Q2: 153 shares; 2024Q3: 153 shares 153 $37.7K 0.01% 0 Timeline HELO 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 595 shares; 2024Q3: 595 shares 595 $36.4K 0.01% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 108 shares; 2023Q1: 100 shares; 2023Q2: 104 shares; 2023Q3: 159 shares; 2023Q4: 155 shares; 2024Q1: 204 shares; 2024Q2: 155 shares; 2024Q3: 155 shares 155 $36K 0.01% 0 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; 2022Q4: 1,047 shares; 2023Q1: 1,047 shares; 2023Q2: 1,047 shares; 2023Q3: 1,135 shares; 2023Q4: 986 shares; 2024Q1: 775 shares; 2024Q2: 775 shares; 2024Q3: 775 shares 775 $34.8K 0.01% 0 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; 2022Q4: 58 shares; 2023Q1: 58 shares; 2023Q2: 58 shares; 2023Q3: 58 shares; 2023Q4: 58 shares; 2024Q1: 55 shares; 2024Q2: 55 shares; 2024Q3: 56 shares 56 $34.4K 0.01% +1 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 350 shares; 2023Q4: 350 shares; 2024Q1: 350 shares; 2024Q2: 350 shares; 2024Q3: 350 shares 350 $34.2K 0.01% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 135 shares; 2024Q2: 135 shares; 2024Q3: 136 shares 136 $33.9K 0.01% +1 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 7 shares; 2023Q1: 7 shares; 2023Q2: 7 shares; 2023Q3: 7 shares; 2023Q4: 7 shares; 2024Q1: 72 shares; 2024Q2: 72 shares; 2024Q3: 72 shares 72 $33.8K 0.01% 0 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; 2022Q4: 414 shares; 2023Q1: 414 shares; 2023Q2: 427 shares; 2023Q3: 427 shares; 2023Q4: 414 shares; 2024Q1: 121 shares; 2024Q2: 121 shares; 2024Q3: 124 shares 124 $33.5K 0.01% +3 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 31 shares; 2023Q2: 31 shares; 2023Q3: 69 shares; 2023Q4: 69 shares; 2024Q1: 69 shares; 2024Q2: 69 shares; 2024Q3: 70 shares 70 $33.4K 0.01% +1 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,700 shares; 2023Q1: 3,700 shares; 2023Q2: 3,700 shares; 2023Q3: 3,700 shares; 2023Q4: 3,700 shares; 2024Q1: 3,700 shares; 2024Q2: 3,700 shares; 2024Q3: 3,700 shares 3,700 $33.4K 0.01% 0 Timeline OCFC OCEANFIRST FINL CORP More: the full row for OCEANFIRST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,750 shares; 2023Q1: 1,750 shares; 2023Q2: 1,750 shares; 2023Q3: 1,750 shares; 2023Q4: 1,750 shares; 2024Q1: 1,750 shares; 2024Q2: 1,750 shares; 2024Q3: 1,750 shares 1,750 $32.5K 0.01% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 37 shares; 2023Q1: 36 shares; 2023Q2: 36 shares; 2023Q3: 156 shares; 2023Q4: 156 shares; 2024Q1: 156 shares; 2024Q2: 156 shares; 2024Q3: 156 shares 156 $32.2K 0.01% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 600 shares; 2023Q1: 600 shares; 2023Q2: 723 shares; 2023Q3: 652 shares; 2023Q4: 515 shares; 2024Q1: 187 shares; 2024Q2: 187 shares; 2024Q3: 187 shares 187 $31.8K 0.01% 0 Timeline PBW 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; 2022Q4: 1,572 shares; 2023Q1: 1,572 shares; 2023Q2: 1,572 shares; 2023Q3: 1,572 shares; 2023Q4: 1,572 shares; 2024Q1: 1,572 shares; 2024Q2: 1,572 shares; 2024Q3: 1,572 shares 1,572 $31.5K 0.01% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 201 shares; 2023Q1: 206 shares; 2023Q2: 206 shares; 2023Q3: 206 shares; 2023Q4: 206 shares; 2024Q1: 206 shares; 2024Q2: 206 shares; 2024Q3: 206 shares 206 $31.3K 0.01% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 284 shares; 2023Q3: 284 shares; 2023Q4: 284 shares; 2024Q1: 284 shares; 2024Q2: 284 shares; 2024Q3: 284 shares 284 $30.3K 0.01% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 6 shares; 2023Q3: 6 shares; 2023Q4: not reported; 2024Q1: 64 shares; 2024Q2: 64 shares; 2024Q3: 65 shares 65 $30.2K 0.01% +1 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 187 shares; 2023Q1: 187 shares; 2023Q2: 188 shares; 2023Q3: 189 shares; 2023Q4: 190 shares; 2024Q1: 190 shares; 2024Q2: 191 shares; 2024Q3: 193 shares 193 $30.1K 0.01% +2 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; 2022Q4: 6,215 shares; 2023Q1: 6,215 shares; 2023Q2: 6,215 shares; 2023Q3: 6,215 shares; 2023Q4: 3,712 shares; 2024Q1: 690 shares; 2024Q2: 690 shares; 2024Q3: 690 shares 690 $29.5K 0.01% 0 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 149 shares 149 $29.4K 0.01% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 225 shares; 2023Q1: 225 shares; 2023Q2: 225 shares; 2023Q3: 282 shares; 2023Q4: 282 shares; 2024Q1: 57 shares; 2024Q2: 57 shares; 2024Q3: 59 shares 59 $29K 0.01% +2 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 74 shares; 2023Q1: 74 shares; 2023Q2: 74 shares; 2023Q3: 74 shares; 2023Q4: 74 shares; 2024Q1: 74 shares; 2024Q2: 74 shares; 2024Q3: 74 shares 74 $28.9K 0.01% 0 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; 2022Q4: 16 shares; 2023Q1: 16 shares; 2023Q2: 16 shares; 2023Q3: 16 shares; 2023Q4: 16 shares; 2024Q1: 179 shares; 2024Q2: 179 shares; 2024Q3: 180 shares 180 $28.9K 0.01% +1 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 104 shares; 2024Q2: 104 shares; 2024Q3: 105 shares 105 $28.5K 0.01% +1 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 581 shares; 2023Q3: 581 shares; 2023Q4: 746 shares; 2024Q1: 581 shares; 2024Q2: 581 shares; 2024Q3: 581 shares 581 $28K 0.01% 0 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; 2022Q4: 14 shares; 2023Q1: 13 shares; 2023Q2: 13 shares; 2023Q3: 13 shares; 2023Q4: 13 shares; 2024Q1: 79 shares; 2024Q2: 79 shares; 2024Q3: 79 shares 79 $27.9K 0.01% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 951 shares; 2023Q1: 951 shares; 2023Q2: 920 shares; 2023Q3: 920 shares; 2023Q4: 920 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares 100 $27.7K 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; 2022Q4: 1,000 shares; 2023Q1: 1,000 shares; 2023Q2: 1,290 shares; 2023Q3: 1,290 shares; 2023Q4: 1,221 shares; 2024Q1: 290 shares; 2024Q2: 290 shares; 2024Q3: 290 shares 290 $26.5K 0.01% 0 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 99 shares; 2023Q1: 99 shares; 2023Q2: 99 shares; 2023Q3: 99 shares; 2023Q4: 99 shares; 2024Q1: 99 shares; 2024Q2: 99 shares; 2024Q3: 99 shares 99 $25.9K 0.01% 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; 2022Q4: 140 shares; 2023Q1: 140 shares; 2023Q2: 140 shares; 2023Q3: 140 shares; 2023Q4: 1,178 shares; 2024Q1: 140 shares; 2024Q2: 140 shares; 2024Q3: 145 shares 145 $24.8K 0.01% +5 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 579 shares; 2023Q1: 579 shares; 2023Q2: 579 shares; 2023Q3: 579 shares; 2023Q4: 579 shares; 2024Q1: 550 shares; 2024Q2: 550 shares; 2024Q3: 550 shares 550 $24.7K 0.01% 0 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; 2022Q4: 300 shares; 2023Q1: 318 shares; 2023Q2: 318 shares; 2023Q3: 318 shares; 2023Q4: 318 shares; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 302 shares 302 $24.3K 0.01% +2 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 578 shares; 2023Q1: 578 shares; 2023Q2: 527 shares; 2023Q3: 527 shares; 2023Q4: 175 shares; 2024Q1: 175 shares; 2024Q2: 175 shares; 2024Q3: 175 shares 175 $23.9K 0.01% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 52 shares; 2023Q1: 50 shares; 2023Q2: 50 shares; 2023Q3: 50 shares; 2023Q4: 50 shares; 2024Q1: 270 shares; 2024Q2: 270 shares; 2024Q3: 270 shares 270 $23.9K 0.01% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 80 shares; 2024Q2: 72 shares; 2024Q3: 72 shares 72 $23.3K 0.01% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 489 shares; 2023Q1: 489 shares; 2023Q2: 839 shares; 2023Q3: 489 shares; 2023Q4: 489 shares; 2024Q1: 489 shares; 2024Q2: 400 shares; 2024Q3: 400 shares 400 $23.1K 0.01% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 193 shares; 2023Q1: 191 shares; 2023Q2: 191 shares; 2023Q3: 191 shares; 2023Q4: 191 shares; 2024Q1: 191 shares; 2024Q2: 191 shares; 2024Q3: 216 shares 216 $22.7K 0.01% +25 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 290 shares; 2023Q1: 290 shares; 2023Q2: 290 shares; 2023Q3: 290 shares; 2023Q4: 290 shares; 2024Q1: 290 shares; 2024Q2: 290 shares; 2024Q3: 290 shares 290 $22.5K 0.01% 0 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; 2022Q4: 41 shares; 2023Q1: 41 shares; 2023Q2: 41 shares; 2023Q3: 241 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares 200 $22.4K 0.01% 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; 2022Q4: 3,390 shares; 2023Q1: 3,389 shares; 2023Q2: 3,426 shares; 2023Q3: 1,647 shares; 2023Q4: 1,389 shares; 2024Q1: 1,289 shares; 2024Q2: 789 shares; 2024Q3: 764 shares 764 $22.1K 0.01% -25 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 5,913 shares; 2023Q1: 6,504 shares; 2023Q2: 5,913 shares; 2023Q3: 5,933 shares; 2023Q4: 6,100 shares; 2024Q1: 534 shares; 2024Q2: 534 shares; 2024Q3: 534 shares 534 $22K 0.01% 0 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 534 shares; 2023Q1: 534 shares; 2023Q2: 534 shares; 2023Q3: 534 shares; 2023Q4: 534 shares; 2024Q1: 534 shares; 2024Q2: 534 shares; 2024Q3: 534 shares 534 $21.9K 0.01% 0 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 366 shares; 2023Q1: 366 shares; 2023Q2: 366 shares; 2023Q3: 366 shares; 2023Q4: 366 shares; 2024Q1: 366 shares; 2024Q2: 366 shares; 2024Q3: 366 shares 366 $21.7K 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; 2022Q4: 40 shares; 2023Q1: 40 shares; 2023Q2: 40 shares; 2023Q3: 40 shares; 2023Q4: 40 shares; 2024Q1: 40 shares; 2024Q2: 40 shares; 2024Q3: 41 shares 41 $21.6K 0.01% +1 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 45 shares; 2024Q2: 45 shares; 2024Q3: 43 shares 43 $21.5K 0.01% -2 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 400 shares; 2023Q1: 400 shares; 2023Q2: 1,970 shares; 2023Q3: 2,120 shares; 2023Q4: 400 shares; 2024Q1: not reported; 2024Q2: 251 shares; 2024Q3: 251 shares 251 $20.7K 0.01% 0 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 400 shares; 2023Q1: 400 shares; 2023Q2: 400 shares; 2023Q3: 400 shares; 2023Q4: 400 shares; 2024Q1: 400 shares; 2024Q2: 400 shares; 2024Q3: 400 shares 400 $20.1K 0.01% 0 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 34 shares; 2023Q1: 34 shares; 2023Q2: 34 shares; 2023Q3: 34 shares; 2023Q4: 34 shares; 2024Q1: 34 shares; 2024Q2: 34 shares; 2024Q3: 34 shares 34 $19.8K 0.01% 0 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 393 shares; 2023Q1: 393 shares; 2023Q2: 393 shares; 2023Q3: 393 shares; 2023Q4: 393 shares; 2024Q1: 393 shares; 2024Q2: 393 shares; 2024Q3: 393 shares 393 $19.6K 0.01% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 75 shares; 2023Q1: 75 shares; 2023Q2: 75 shares; 2023Q3: 75 shares; 2023Q4: 75 shares; 2024Q1: 75 shares; 2024Q2: 75 shares; 2024Q3: 75 shares 75 $19.3K 0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 317 shares; 2023Q1: 319 shares; 2023Q2: 320 shares; 2023Q3: 322 shares; 2023Q4: 325 shares; 2024Q1: 326 shares; 2024Q2: 328 shares; 2024Q3: 334 shares 334 $19.1K 0.01% +6 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 161 shares; 2023Q1: 161 shares; 2023Q2: 161 shares; 2023Q3: 161 shares; 2023Q4: 161 shares; 2024Q1: 161 shares; 2024Q2: 161 shares; 2024Q3: 161 shares 161 $18.5K 0.01% 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; 2022Q4: not reported; 2023Q1: 128 shares; 2023Q2: 128 shares; 2023Q3: 128 shares; 2023Q4: 128 shares; 2024Q1: 348 shares; 2024Q2: 193 shares; 2024Q3: 196 shares 196 $18.4K 0.01% +3 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 268 shares; 2023Q1: 268 shares; 2023Q2: 268 shares; 2023Q3: 268 shares; 2023Q4: 268 shares; 2024Q1: 268 shares; 2024Q2: 268 shares; 2024Q3: 268 shares 268 $17.7K 0.01% 0 Timeline STGW STAGWELL INC More: the full row for STAGWELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,481 shares; 2023Q1: 2,481 shares; 2023Q2: 2,481 shares; 2023Q3: 2,481 shares; 2023Q4: 2,481 shares; 2024Q1: 2,481 shares; 2024Q2: 2,481 shares; 2024Q3: 2,481 shares 2,481 $17.4K 0.01% 0 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 601 shares; 2023Q1: 607 shares; 2023Q2: 607 shares; 2023Q3: 613 shares; 2023Q4: 613 shares; 2024Q1: 576 shares; 2024Q2: 576 shares; 2024Q3: 586 shares 586 $17.4K 0.01% +10 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 233 shares; 2023Q1: 233 shares; 2023Q2: 233 shares; 2023Q3: 233 shares; 2023Q4: 233 shares; 2024Q1: 233 shares; 2024Q2: 233 shares; 2024Q3: 233 shares 233 $17.4K 0.01% 0 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 61 shares; 2023Q1: 61 shares; 2023Q2: 61 shares; 2023Q3: 61 shares; 2023Q4: 61 shares; 2024Q1: 61 shares; 2024Q2: 61 shares; 2024Q3: 62 shares 62 $16.7K <0.01% +1 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 31 shares; 2023Q1: 31 shares; 2023Q2: 35 shares; 2023Q3: 35 shares; 2023Q4: 31 shares; 2024Q1: 31 shares; 2024Q2: 31 shares; 2024Q3: 32 shares 32 $16.7K <0.01% +1 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 93 shares; 2023Q1: 93 shares; 2023Q2: 93 shares; 2023Q3: 93 shares; 2023Q4: 93 shares; 2024Q1: 62 shares; 2024Q2: 62 shares; 2024Q3: 64 shares 64 $16.6K <0.01% +2 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 206 shares; 2023Q3: 206 shares; 2023Q4: 206 shares; 2024Q1: 206 shares; 2024Q2: 206 shares; 2024Q3: 206 shares 206 $16.6K <0.01% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 73 shares; 2023Q1: 72 shares; 2023Q2: 72 shares; 2023Q3: 72 shares; 2023Q4: 72 shares; 2024Q1: 72 shares; 2024Q2: 72 shares; 2024Q3: 72 shares 72 $16.6K <0.01% 0 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 118 shares; 2023Q1: 118 shares; 2023Q2: 118 shares; 2023Q3: 118 shares; 2023Q4: 118 shares; 2024Q1: 118 shares; 2024Q2: 118 shares; 2024Q3: 118 shares 118 $16.5K <0.01% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 19 shares; 2023Q1: 18 shares; 2023Q2: 18 shares; 2023Q3: 18 shares; 2023Q4: 18 shares; 2024Q1: 18 shares; 2024Q2: 18 shares; 2024Q3: 18 shares 18 $16.5K <0.01% 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 62 shares; 2024Q3: 65 shares 65 $16.4K <0.01% +3 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 360 shares; 2023Q1: 360 shares; 2023Q2: 360 shares; 2023Q3: 360 shares; 2023Q4: 360 shares; 2024Q1: 360 shares; 2024Q2: 360 shares; 2024Q3: 360 shares 360 $16.3K <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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 144 shares; 2024Q3: 149 shares 149 $16.3K <0.01% +5 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 156 shares; 2024Q3: 156 shares 156 $16.3K <0.01% 0 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 12,249 shares; 2023Q2: 13,928 shares; 2023Q3: 14,771 shares; 2023Q4: 21,521 shares; 2024Q1: 1,178 shares; 2024Q2: 1,178 shares; 2024Q3: 521 shares 521 $16.1K <0.01% -657 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,500 shares; 2023Q1: 1,500 shares; 2023Q2: 1,500 shares; 2023Q3: 1,500 shares; 2023Q4: 1,500 shares; 2024Q1: 1,500 shares; 2024Q2: 1,500 shares; 2024Q3: 1,500 shares 1,500 $16.1K <0.01% 0 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 210 shares; 2023Q1: 210 shares; 2023Q2: 210 shares; 2023Q3: 210 shares; 2023Q4: 210 shares; 2024Q1: 210 shares; 2024Q2: 210 shares; 2024Q3: 210 shares 210 $15.8K <0.01% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 150 shares; 2023Q1: 150 shares; 2023Q2: 150 shares; 2023Q3: 150 shares; 2023Q4: 150 shares; 2024Q1: 150 shares; 2024Q2: 150 shares; 2024Q3: 151 shares 151 $15.7K <0.01% +1 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 125 shares; 2023Q1: 125 shares; 2023Q2: 125 shares; 2023Q3: 125 shares; 2023Q4: 125 shares; 2024Q1: 125 shares; 2024Q2: 125 shares; 2024Q3: 125 shares 125 $15.6K <0.01% 0 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 110 shares; 2023Q1: 110 shares; 2023Q2: 110 shares; 2023Q3: 110 shares; 2023Q4: 110 shares; 2024Q1: 110 shares; 2024Q2: 110 shares; 2024Q3: 110 shares 110 $15.6K <0.01% 0 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 78 shares 78 $15.5K <0.01% new Timeline GLOB GLOBANT S A More: the full row for GLOBANT S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 77 shares; 2023Q1: 77 shares; 2023Q2: 77 shares; 2023Q3: 77 shares; 2023Q4: 77 shares; 2024Q1: 77 shares; 2024Q2: 77 shares; 2024Q3: 77 shares 77 $15.3K <0.01% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 218 shares; 2024Q2: 190 shares; 2024Q3: 190 shares 190 $15.3K <0.01% 0 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; 2022Q4: 234 shares; 2023Q1: 429 shares; 2023Q2: 234 shares; 2023Q3: 234 shares; 2023Q4: 234 shares; 2024Q1: 234 shares; 2024Q2: 234 shares; 2024Q3: 234 shares 234 $14.8K <0.01% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 194 shares; 2023Q1: 194 shares; 2023Q2: 194 shares; 2023Q3: 194 shares; 2023Q4: 194 shares; 2024Q1: 194 shares; 2024Q2: 194 shares; 2024Q3: 194 shares 194 $14.3K <0.01% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 608 shares; 2023Q1: 602 shares; 2023Q2: 602 shares; 2023Q3: 654 shares; 2023Q4: 602 shares; 2024Q1: 602 shares; 2024Q2: 602 shares; 2024Q3: 602 shares 602 $14.1K <0.01% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 145 shares; 2023Q4: 145 shares; 2024Q1: 145 shares; 2024Q2: 145 shares; 2024Q3: 145 shares 145 $13.9K <0.01% 0 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 653 shares; 2023Q1: 653 shares; 2023Q2: 653 shares; 2023Q3: 653 shares; 2023Q4: 653 shares; 2024Q1: 653 shares; 2024Q2: 653 shares; 2024Q3: 704 shares 704 $13.9K <0.01% +51 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 529 shares; 2023Q1: 529 shares; 2023Q2: 529 shares; 2023Q3: 529 shares; 2023Q4: 529 shares; 2024Q1: 529 shares; 2024Q2: 529 shares; 2024Q3: 529 shares 529 $13.9K <0.01% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 145 shares; 2023Q1: 142 shares; 2023Q2: 692 shares; 2023Q3: 692 shares; 2023Q4: 542 shares; 2024Q1: 142 shares; 2024Q2: 142 shares; 2024Q3: 142 shares 142 $13.9K <0.01% 0 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 46 shares; 2023Q1: 46 shares; 2023Q2: 46 shares; 2023Q3: 46 shares; 2023Q4: 46 shares; 2024Q1: 46 shares; 2024Q2: 46 shares; 2024Q3: 46 shares 46 $13.8K <0.01% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 204 shares; 2023Q1: 204 shares; 2023Q2: 204 shares; 2023Q3: 204 shares; 2023Q4: 393 shares; 2024Q1: 204 shares; 2024Q2: 204 shares; 2024Q3: 204 shares 204 $13.6K <0.01% 0 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; 2022Q4: 83 shares; 2023Q1: 83 shares; 2023Q2: 83 shares; 2023Q3: 83 shares; 2023Q4: 83 shares; 2024Q1: 83 shares; 2024Q2: 83 shares; 2024Q3: 83 shares 83 $13.5K <0.01% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 421 shares; 2023Q1: 421 shares; 2023Q2: 421 shares; 2023Q3: 421 shares; 2023Q4: 421 shares; 2024Q1: 35 shares; 2024Q2: 35 shares; 2024Q3: 39 shares 39 $13.4K <0.01% +4 Timeline Grayscale Bitcoin Minitrust… Grayscale Bitcoin Minitrust ETF More: the full row for Grayscale Bitcoin Minitrust ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,362 shares 2,362 $13.3K <0.01% new MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 322 shares; 2023Q1: 322 shares; 2023Q2: 322 shares; 2023Q3: 322 shares; 2023Q4: 322 shares; 2024Q1: 322 shares; 2024Q2: 322 shares; 2024Q3: 322 shares 322 $13.2K <0.01% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 72 shares; 2023Q1: 72 shares; 2023Q2: 72 shares; 2023Q3: 72 shares; 2023Q4: 72 shares; 2024Q1: 72 shares; 2024Q2: 72 shares; 2024Q3: 72 shares 72 $13.1K <0.01% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 201 shares; 2023Q1: 201 shares; 2023Q2: 201 shares; 2023Q3: 201 shares; 2023Q4: 233 shares; 2024Q1: 233 shares; 2024Q2: 233 shares; 2024Q3: 233 shares 233 $12.7K <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; 2022Q4: 135 shares; 2023Q1: 135 shares; 2023Q2: 135 shares; 2023Q3: 136 shares; 2023Q4: 135 shares; 2024Q1: 135 shares; 2024Q2: 135 shares; 2024Q3: 135 shares 135 $12.6K <0.01% 0 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 76 shares 76 $12.4K <0.01% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 36 shares; 2023Q1: 36 shares; 2023Q2: 36 shares; 2023Q3: 36 shares; 2023Q4: 36 shares; 2024Q1: 36 shares; 2024Q2: 36 shares; 2024Q3: 37 shares 37 $12.4K <0.01% +1 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; 2022Q4: 252 shares; 2023Q1: 252 shares; 2023Q2: 276 shares; 2023Q3: 276 shares; 2023Q4: 252 shares; 2024Q1: 252 shares; 2024Q2: 252 shares; 2024Q3: 252 shares 252 $11.5K <0.01% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 112 shares; 2023Q1: 112 shares; 2023Q2: 112 shares; 2023Q3: 112 shares; 2023Q4: 112 shares; 2024Q1: 112 shares; 2024Q2: 112 shares; 2024Q3: 112 shares 112 $11.5K <0.01% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 61 shares; 2023Q1: 61 shares; 2023Q2: 61 shares; 2023Q3: 61 shares; 2023Q4: 61 shares; 2024Q1: 20 shares; 2024Q2: 20 shares; 2024Q3: 20 shares 20 $11.4K <0.01% 0 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 50 shares; 2024Q3: 50 shares 50 $11.2K <0.01% 0 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 53 shares; 2023Q1: 53 shares; 2023Q2: 53 shares; 2023Q3: 53 shares; 2023Q4: 53 shares; 2024Q1: 53 shares; 2024Q2: 53 shares; 2024Q3: 53 shares 53 $11.1K <0.01% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 21 shares; 2023Q1: 21 shares; 2023Q2: 21 shares; 2023Q3: 21 shares; 2023Q4: 21 shares; 2024Q1: 21 shares; 2024Q2: 21 shares; 2024Q3: 21 shares 21 $10.8K <0.01% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 42 shares; 2023Q1: 42 shares; 2023Q2: 42 shares; 2023Q3: 42 shares; 2023Q4: 42 shares; 2024Q1: 42 shares; 2024Q2: 42 shares; 2024Q3: 42 shares 42 $10.7K <0.01% 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; 2022Q4: 85 shares; 2023Q1: 85 shares; 2023Q2: 85 shares; 2023Q3: 85 shares; 2023Q4: 117 shares; 2024Q1: 117 shares; 2024Q2: 117 shares; 2024Q3: 117 shares 117 $10.4K <0.01% 0 Timeline ANSYS INC ANSYS INC More: the full row for ANSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 32 shares; 2023Q1: 32 shares; 2023Q2: 32 shares; 2023Q3: 32 shares; 2023Q4: 32 shares; 2024Q1: 32 shares; 2024Q2: 32 shares; 2024Q3: 32 shares 32 $10.2K <0.01% 0 TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 35 shares 35 $10.2K <0.01% new Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 138 shares; 2023Q1: 138 shares; 2023Q2: 138 shares; 2023Q3: 138 shares; 2023Q4: 138 shares; 2024Q1: 138 shares; 2024Q2: 138 shares; 2024Q3: 138 shares 138 $10.1K <0.01% 0 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 227 shares; 2023Q1: 227 shares; 2023Q2: 227 shares; 2023Q3: 227 shares; 2023Q4: 227 shares; 2024Q1: 227 shares; 2024Q2: 227 shares; 2024Q3: 227 shares 227 $10.1K <0.01% 0 Timeline RDIV 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares 200 $9.99K <0.01% 0 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 73 shares; 2023Q3: 73 shares; 2023Q4: 73 shares; 2024Q1: 73 shares; 2024Q2: 73 shares; 2024Q3: 73 shares 73 $9.89K <0.01% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 27 shares; 2023Q1: 27 shares; 2023Q2: 27 shares; 2023Q3: 27 shares; 2023Q4: 27 shares; 2024Q1: 27 shares; 2024Q2: 27 shares; 2024Q3: 27 shares 27 $9.76K <0.01% 0 Timeline NAVI NAVIENT CORPORATION More: the full row for NAVIENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 575 shares; 2023Q1: 581 shares; 2023Q2: 586 shares; 2023Q3: 591 shares; 2023Q4: 596 shares; 2024Q1: 602 shares; 2024Q2: 609 shares; 2024Q3: 621 shares 621 $9.68K <0.01% +12 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 47 shares; 2024Q1: 75 shares; 2024Q2: 75 shares; 2024Q3: 86 shares 86 $9.62K <0.01% +11 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 66 shares; 2023Q1: 66 shares; 2023Q2: 66 shares; 2023Q3: 66 shares; 2023Q4: 66 shares; 2024Q1: 66 shares; 2024Q2: 66 shares; 2024Q3: 68 shares 68 $9.59K <0.01% +2 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 309 shares; 2023Q1: 309 shares; 2023Q2: 309 shares; 2023Q3: 309 shares; 2023Q4: 309 shares; 2024Q1: 309 shares; 2024Q2: 309 shares; 2024Q3: 309 shares 309 $9.55K <0.01% 0 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 48 shares 48 $9.07K <0.01% new Timeline APTIV PLC APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 125 shares; 2023Q1: 125 shares; 2023Q2: 125 shares; 2023Q3: 125 shares; 2023Q4: 125 shares; 2024Q1: 125 shares; 2024Q2: 125 shares; 2024Q3: 125 shares 125 $9K <0.01% 0 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; 2022Q4: 991 shares; 2023Q1: 646 shares; 2023Q2: 646 shares; 2023Q3: 756 shares; 2023Q4: 606 shares; 2024Q1: 38 shares; 2024Q2: 38 shares; 2024Q3: 52 shares 52 $9K <0.01% +14 Timeline TFII TFI INTERNATIONAL INC More: the full row for TFI INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 65 shares; 2023Q1: 65 shares; 2023Q2: 65 shares; 2023Q3: 65 shares; 2023Q4: 65 shares; 2024Q1: 65 shares; 2024Q2: 65 shares; 2024Q3: 65 shares 65 $8.9K <0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 105 shares; 2023Q1: 105 shares; 2023Q2: 105 shares; 2023Q3: 280 shares; 2023Q4: 105 shares; 2024Q1: 105 shares; 2024Q2: 105 shares; 2024Q3: 105 shares 105 $8.66K <0.01% 0 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; 2022Q4: 167 shares; 2023Q1: 167 shares; 2023Q2: 167 shares; 2023Q3: 167 shares; 2023Q4: 167 shares; 2024Q1: 167 shares; 2024Q2: 167 shares; 2024Q3: 167 shares 167 $8.52K <0.01% 0 Timeline 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; 2022Q4: 38 shares; 2023Q1: 38 shares; 2023Q2: 38 shares; 2023Q3: 38 shares; 2023Q4: 38 shares; 2024Q1: 38 shares; 2024Q2: 38 shares; 2024Q3: 38 shares 38 $8.3K <0.01% 0 Timeline TIDAL ETF TR TIDAL ETF TR More: the full row for TIDAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 398 shares; 2023Q1: 398 shares; 2023Q2: 398 shares; 2023Q3: 398 shares; 2023Q4: 398 shares; 2024Q1: 398 shares; 2024Q2: 398 shares; 2024Q3: 398 shares 398 $8.27K <0.01% 0 ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 513 shares; 2023Q1: 513 shares; 2023Q2: 513 shares; 2023Q3: 513 shares; 2023Q4: 513 shares; 2024Q1: 513 shares; 2024Q2: 513 shares; 2024Q3: 513 shares 513 $8.23K <0.01% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 14 shares; 2023Q1: 14 shares; 2023Q2: 14 shares; 2023Q3: 14 shares; 2023Q4: 14 shares; 2024Q1: 9 shares; 2024Q2: 9 shares; 2024Q3: 44 shares 44 $8.08K <0.01% +35 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; 2022Q4: 169 shares; 2023Q1: 169 shares; 2023Q2: 169 shares; 2023Q3: 838 shares; 2023Q4: 353 shares; 2024Q1: 169 shares; 2024Q2: 169 shares; 2024Q3: 169 shares 169 $8.03K <0.01% 0 Timeline SKYW SKYWEST INC More: the full row for SKYWEST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 93 shares 93 $7.91K <0.01% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 279 shares; 2023Q1: 279 shares; 2023Q2: 279 shares; 2023Q3: 279 shares; 2023Q4: 279 shares; 2024Q1: 186 shares; 2024Q2: 186 shares; 2024Q3: 190 shares 190 $7.68K <0.01% +4 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; 2022Q4: 88 shares; 2023Q1: 88 shares; 2023Q2: 88 shares; 2023Q3: 88 shares; 2023Q4: 88 shares; 2024Q1: 88 shares; 2024Q2: 88 shares; 2024Q3: 97 shares 97 $7.28K <0.01% +9 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 57 shares; 2023Q1: 56 shares; 2023Q2: 56 shares; 2023Q3: 56 shares; 2023Q4: 56 shares; 2024Q1: 56 shares; 2024Q2: 56 shares; 2024Q3: 56 shares 56 $7.07K <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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares 200 $6.77K <0.01% 0 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 53 shares; 2023Q1: 53 shares; 2023Q2: 53 shares; 2023Q3: 53 shares; 2023Q4: 53 shares; 2024Q1: 53 shares; 2024Q2: 53 shares; 2024Q3: 53 shares 53 $6.61K <0.01% 0 Timeline SHBI SHORE BANCSHARES INC More: the full row for SHORE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 465 shares; 2023Q1: 465 shares; 2023Q2: 465 shares; 2023Q3: 465 shares; 2023Q4: 465 shares; 2024Q1: 465 shares; 2024Q2: 465 shares; 2024Q3: 465 shares 465 $6.51K <0.01% 0 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; 2022Q4: 3,086 shares; 2023Q1: 3,086 shares; 2023Q2: 3,086 shares; 2023Q3: 3,086 shares; 2023Q4: 186 shares; 2024Q1: 106 shares; 2024Q2: 106 shares; 2024Q3: 123 shares 123 $6.37K <0.01% +17 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 63 shares 63 $6.36K <0.01% new Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 38 shares; 2023Q1: 38 shares; 2023Q2: 38 shares; 2023Q3: 38 shares; 2023Q4: 38 shares; 2024Q1: 38 shares; 2024Q2: 38 shares; 2024Q3: 38 shares 38 $6.33K <0.01% 0 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 45 shares; 2023Q1: 45 shares; 2023Q2: 45 shares; 2023Q3: 45 shares; 2023Q4: 45 shares; 2024Q1: 45 shares; 2024Q2: 45 shares; 2024Q3: 45 shares 45 $6.27K <0.01% 0 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 3 shares; 2023Q3: 3 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 26 shares 26 $6.26K <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; 2022Q4: 5 shares; 2023Q1: 5 shares; 2023Q2: 89 shares; 2023Q3: 89 shares; 2023Q4: 139 shares; 2024Q1: 5 shares; 2024Q2: 5 shares; 2024Q3: 5 shares 5 $6.16K <0.01% 0 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 67 shares; 2023Q1: 67 shares; 2023Q2: 507 shares; 2023Q3: 507 shares; 2023Q4: 707 shares; 2024Q1: 67 shares; 2024Q2: 67 shares; 2024Q3: 67 shares 67 $5.92K <0.01% 0 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 222 shares; 2023Q3: 222 shares; 2023Q4: 222 shares; 2024Q1: 164 shares; 2024Q2: 64 shares; 2024Q3: 64 shares 64 $5.88K <0.01% 0 Timeline GLBZ GLEN BURNIE BANCORP COM More: the full row for GLEN BURNIE BANCORP COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 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 1,000 $5.6K <0.01% 0 Timeline SPEU SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 120 shares; 2024Q1: 120 shares; 2024Q2: 120 shares; 2024Q3: 120 shares 120 $5.33K <0.01% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 30 shares; 2023Q1: 30 shares; 2023Q2: 30 shares; 2023Q3: 30 shares; 2023Q4: 30 shares; 2024Q1: 30 shares; 2024Q2: 30 shares; 2024Q3: 38 shares 38 $5.03K <0.01% +8 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 85 shares; 2023Q1: 85 shares; 2023Q2: 85 shares; 2023Q3: 85 shares; 2023Q4: 85 shares; 2024Q1: 85 shares; 2024Q2: 85 shares; 2024Q3: 85 shares 85 $5K <0.01% 0 Timeline UA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 781 shares; 2023Q1: 781 shares; 2023Q2: 781 shares; 2023Q3: 781 shares; 2023Q4: 781 shares; 2024Q1: 580 shares; 2024Q2: 580 shares; 2024Q3: 580 shares 580 $4.85K <0.01% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 96 shares; 2023Q2: 96 shares; 2023Q3: 96 shares; 2023Q4: 196 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares 100 $4.59K <0.01% 0 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 64 shares; 2023Q1: 64 shares; 2023Q2: 64 shares; 2023Q3: 64 shares; 2023Q4: 64 shares; 2024Q1: 14 shares; 2024Q2: 14 shares; 2024Q3: 14 shares 14 $4.52K <0.01% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 100 shares; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares 100 $4.51K <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; 2022Q4: 72 shares; 2023Q1: 72 shares; 2023Q2: 72 shares; 2023Q3: 72 shares; 2023Q4: 72 shares; 2024Q1: 72 shares; 2024Q2: 72 shares; 2024Q3: 72 shares 72 $4.47K <0.01% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 7 shares; 2023Q1: 7 shares; 2023Q2: 7 shares; 2023Q3: 7 shares; 2023Q4: 7 shares; 2024Q1: 44 shares; 2024Q2: 7 shares; 2024Q3: 7 shares 7 $4.42K <0.01% 0 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 18 shares; 2023Q1: 18 shares; 2023Q2: 18 shares; 2023Q3: 18 shares; 2023Q4: 18 shares; 2024Q1: 18 shares; 2024Q2: 18 shares; 2024Q3: 18 shares 18 $4.37K <0.01% 0 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 51 shares; 2023Q1: 51 shares; 2023Q2: 51 shares; 2023Q3: 51 shares; 2023Q4: 51 shares; 2024Q1: 51 shares; 2024Q2: 51 shares; 2024Q3: 51 shares 51 $4.3K <0.01% 0 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 24 shares; 2023Q1: 24 shares; 2023Q2: 24 shares; 2023Q3: 24 shares; 2023Q4: 24 shares; 2024Q1: 24 shares; 2024Q2: 24 shares; 2024Q3: 24 shares 24 $4.29K <0.01% 0 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 192 shares; 2023Q1: 192 shares; 2023Q2: 192 shares; 2023Q3: 192 shares; 2023Q4: 192 shares; 2024Q1: 192 shares; 2024Q2: 192 shares; 2024Q3: 192 shares 192 $4.28K <0.01% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 22 shares 22 $4.26K <0.01% new Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,105 shares; 2023Q1: 1,105 shares; 2023Q2: 1,225 shares; 2023Q3: 1,225 shares; 2023Q4: 1,128 shares; 2024Q1: 48 shares; 2024Q2: 48 shares; 2024Q3: 48 shares 48 $4.06K <0.01% 0 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; 2022Q4: 180 shares; 2023Q1: 180 shares; 2023Q2: 180 shares; 2023Q3: 190 shares; 2023Q4: 180 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 48 shares 48 $3.75K <0.01% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 6 shares; 2023Q1: 6 shares; 2023Q2: 6 shares; 2023Q3: 6 shares; 2023Q4: 6 shares; 2024Q1: 6 shares; 2024Q2: 6 shares; 2024Q3: 7 shares 7 $3.62K <0.01% +1 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 49 shares; 2023Q1: 49 shares; 2023Q2: 49 shares; 2023Q3: 49 shares; 2023Q4: 49 shares; 2024Q1: 49 shares; 2024Q2: 49 shares; 2024Q3: 49 shares 49 $3.49K <0.01% 0 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 28 shares; 2023Q1: 28 shares; 2023Q2: 28 shares; 2023Q3: 28 shares; 2023Q4: 28 shares; 2024Q1: 28 shares; 2024Q2: 28 shares; 2024Q3: 28 shares 28 $3.35K <0.01% 0 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 39 shares; 2023Q1: 39 shares; 2023Q2: 39 shares; 2023Q3: 39 shares; 2023Q4: 39 shares; 2024Q1: 39 shares; 2024Q2: 39 shares; 2024Q3: 39 shares 39 $3.25K <0.01% 0 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 20 shares; 2023Q1: 20 shares; 2023Q2: 20 shares; 2023Q3: 20 shares; 2023Q4: 20 shares; 2024Q1: 20 shares; 2024Q2: 20 shares; 2024Q3: 20 shares 20 $3.18K <0.01% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 180 shares; 2023Q1: 180 shares; 2023Q2: 180 shares; 2023Q3: 180 shares; 2023Q4: 180 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 48 shares 48 $3.13K <0.01% new Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 43 shares; 2024Q3: 43 shares 43 $3K <0.01% 0 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; 2022Q4: 313 shares; 2023Q1: 313 shares; 2023Q2: 313 shares; 2023Q3: 313 shares; 2023Q4: 313 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 12 shares 12 $2.98K <0.01% new 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; 2022Q4: 414 shares; 2023Q1: 414 shares; 2023Q2: 414 shares; 2023Q3: 414 shares; 2023Q4: 414 shares; 2024Q1: 13 shares; 2024Q2: 13 shares; 2024Q3: 13 shares 13 $2.88K <0.01% 0 Timeline AXIAY AXIA ENERGIA SA More: the full row for AXIA ENERGIA SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 397 shares; 2023Q1: 397 shares; 2023Q2: 397 shares; 2023Q3: 397 shares; 2023Q4: 397 shares; 2024Q1: 397 shares; 2024Q2: 397 shares; 2024Q3: 397 shares 397 $2.87K <0.01% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 13 shares; 2023Q1: 13 shares; 2023Q2: 13 shares; 2023Q3: 13 shares; 2023Q4: 13 shares; 2024Q1: 13 shares; 2024Q2: 13 shares; 2024Q3: 13 shares 13 $2.61K <0.01% 0 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 39 shares; 2023Q1: 39 shares; 2023Q2: 39 shares; 2023Q3: 39 shares; 2023Q4: 39 shares; 2024Q1: 39 shares; 2024Q2: 39 shares; 2024Q3: 39 shares 39 $2.61K <0.01% 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; 2022Q4: 306 shares; 2023Q1: 306 shares; 2023Q2: 306 shares; 2023Q3: 306 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 56 shares 56 $2.57K <0.01% new Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 20 shares; 2023Q1: 20 shares; 2023Q2: 20 shares; 2023Q3: 20 shares; 2023Q4: 20 shares; 2024Q1: 20 shares; 2024Q2: 20 shares; 2024Q3: 20 shares 20 $2.19K <0.01% 0 Timeline FTDR FRONTDOOR INC More: the full row for FRONTDOOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 44 shares 44 $2.11K <0.01% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 27 shares; 2023Q1: 6 shares; 2023Q2: 129 shares; 2023Q3: 129 shares; 2023Q4: 295 shares; 2024Q1: 295 shares; 2024Q2: 6 shares; 2024Q3: 8 shares 8 $2.02K <0.01% +2 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3 shares; 2024Q2: 3 shares; 2024Q3: 4 shares 4 $1.97K <0.01% +1 Timeline MARATHON OIL CORP MARATHON OIL CORP More: the full row for MARATHON OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 73 shares; 2024Q2: 73 shares; 2024Q3: 73 shares 73 $1.95K <0.01% 0 APYX APYX MEDICAL CORPORATION More: the full row for APYX MEDICAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 1,568 shares; 2023Q2: 1,568 shares; 2023Q3: 1,568 shares; 2023Q4: 1,568 shares; 2024Q1: 1,568 shares; 2024Q2: 1,568 shares; 2024Q3: 1,568 shares 1,568 $1.95K <0.01% 0 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 30 shares; 2023Q1: 30 shares; 2023Q2: 30 shares; 2023Q3: 30 shares; 2023Q4: 30 shares; 2024Q1: 30 shares; 2024Q2: 30 shares; 2024Q3: 30 shares 30 $1.83K <0.01% 0 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; 2022Q4: 734 shares; 2023Q1: 734 shares; 2023Q2: 734 shares; 2023Q3: 734 shares; 2023Q4: 223 shares; 2024Q1: 216 shares; 2024Q2: 216 shares; 2024Q3: 216 shares 216 $1.78K <0.01% 0 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 740 shares; 2023Q1: 740 shares; 2023Q2: 740 shares; 2023Q3: 750 shares; 2023Q4: 750 shares; 2024Q1: 750 shares; 2024Q2: 10 shares; 2024Q3: 10 shares 10 $1.74K <0.01% 0 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; 2022Q4: 14 shares; 2023Q1: 14 shares; 2023Q2: 14 shares; 2023Q3: 14 shares; 2023Q4: 14 shares; 2024Q1: 2 shares; 2024Q2: 2 shares; 2024Q3: 3 shares 3 $1.65K <0.01% +1 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 100 shares; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 106 shares; 2024Q1: 6 shares; 2024Q2: 6 shares; 2024Q3: 6 shares 6 $1.6K <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; 2022Q4: 319 shares; 2023Q1: 319 shares; 2023Q2: 319 shares; 2023Q3: 319 shares; 2023Q4: 1 shares; 2024Q1: 130 shares; 2024Q2: 130 shares; 2024Q3: 130 shares 130 $1.37K <0.01% 0 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,250 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 17 shares 17 $1.34K <0.01% new Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 6 shares; 2023Q1: 6 shares; 2023Q2: 6 shares; 2023Q3: 6 shares; 2023Q4: 6 shares; 2024Q1: 6 shares; 2024Q2: 6 shares; 2024Q3: 6 shares 6 $1.14K <0.01% 0 Timeline CEL-SCI CORP CEL-SCI CORP More: the full row for CEL-SCI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 978 shares 978 $1.04K <0.01% new 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 12 shares 12 $1K <0.01% new Timeline FTRE FORTREA HLDGS INC More: the full row for FORTREA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 50 shares; 2023Q4: 50 shares; 2024Q1: 50 shares; 2024Q2: 50 shares; 2024Q3: 50 shares 50 $1K <0.01% 0 Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 145 shares; 2023Q1: 132 shares; 2023Q2: 132 shares; 2023Q3: 149 shares; 2023Q4: 50 shares; 2024Q1: 50 shares; 2024Q2: 50 shares; 2024Q3: 50 shares 50 $957 <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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 12 shares 12 $935 <0.01% 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 38 shares 38 $878 <0.01% new Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7 shares 7 $872 <0.01% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 400 shares; 2023Q1: 406 shares; 2023Q2: 406 shares; 2023Q3: 406 shares; 2023Q4: 406 shares; 2024Q1: 6 shares; 2024Q2: 6 shares; 2024Q3: 8 shares 8 $863 <0.01% +2 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 380 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 23 shares 23 $849 <0.01% new Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 20 shares; 2023Q1: 20 shares; 2023Q2: 20 shares; 2023Q3: 20 shares; 2023Q4: 20 shares; 2024Q1: 20 shares; 2024Q2: 20 shares; 2024Q3: 20 shares 20 $784 <0.01% 0 Timeline TIDAL TRUST I TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 53 shares; 2023Q1: 53 shares; 2023Q2: 53 shares; 2023Q3: 53 shares; 2023Q4: 53 shares; 2024Q1: 53 shares; 2024Q2: 53 shares; 2024Q3: 53 shares 53 $757 <0.01% 0 MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 14 shares; 2023Q1: 14 shares; 2023Q2: 14 shares; 2023Q3: 14 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2 shares 2 $756 <0.01% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 0 shares; 2023Q2: 16 shares; 2023Q3: 16 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 11 shares 11 $737 <0.01% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 11 shares 11 $735 <0.01% new Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 8 shares 8 $689 <0.01% new Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3 shares 3 $688 <0.01% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 280 shares; 2023Q1: 280 shares; 2023Q2: 280 shares; 2023Q3: 280 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 8 shares 8 $677 <0.01% new Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 63 shares 63 $670 <0.01% new Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1 shares 1 $665 <0.01% new Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3 shares 3 $642 <0.01% new 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 9 shares 9 $639 <0.01% new 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1 shares 1 $637 <0.01% new TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4 shares 4 $635 <0.01% new Timeline DISCOVER FINL SVCS DISCOVER FINL SVCS More: the full row for DISCOVER FINL SVCS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4 shares 4 $620 <0.01% new USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 10 shares 10 $615 <0.01% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4 shares 4 $610 <0.01% new Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 22 shares 22 $607 <0.01% new Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 300 shares; 2023Q1: 300 shares; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 300 shares 300 $600 <0.01% 0 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7 shares 7 $596 <0.01% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 120 shares; 2023Q3: 120 shares; 2023Q4: 195 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1 shares 1 $572 <0.01% new Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 12 shares 12 $564 <0.01% new 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2 shares 2 $552 <0.01% new 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 17 shares; 2023Q3: 17 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3 shares 3 $550 <0.01% new Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 86 shares; 2023Q1: 86 shares; 2023Q2: 86 shares; 2023Q3: 86 shares; 2023Q4: 86 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 9 shares 9 $548 <0.01% new Timeline HESS CORP HESS CORP More: the full row for HESS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4 shares 4 $544 <0.01% new CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3 shares 3 $528 <0.01% new Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1 shares 1 $526 <0.01% new Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1 shares 1 $517 <0.01% new 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4 shares 4 $495 <0.01% new 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1 shares 1 $492 <0.01% new DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2 shares 2 $471 <0.01% new Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7 shares 7 $469 <0.01% new Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4 shares 4 $458 <0.01% new Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1 shares 1 $446 <0.01% new Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3 shares 3 $435 <0.01% new Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4 shares 4 $431 <0.01% new Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1 shares 1 $429 <0.01% new Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 0 shares 0 $422 <0.01% new Amount filed as zero, left out of ratios. Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1 shares 1 $403 <0.01% new Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2 shares 2 $397 <0.01% new Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7 shares 7 $392 <0.01% new 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1 shares 1 $385 <0.01% new Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1 shares 1 $381 <0.01% new Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 0 shares 0 $378 <0.01% new Amount filed as zero, left out of ratios. Timeline TDC TERADATA CORP DEL More: the full row for TERADATA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 12 shares; 2023Q1: 12 shares; 2023Q2: 12 shares; 2023Q3: 12 shares; 2023Q4: 12 shares; 2024Q1: 12 shares; 2024Q2: 12 shares; 2024Q3: 12 shares 12 $365 <0.01% 0 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5 shares 5 $364 <0.01% new Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 0 shares 0 $357 <0.01% new Amount filed as zero, left out of ratios. Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3 shares 3 $355 <0.01% new 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1 shares 1 $348 <0.01% new Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 41 shares; 2023Q1: 41 shares; 2023Q2: 41 shares; 2023Q3: 41 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1 shares 1 $348 <0.01% new Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2 shares 2 $346 <0.01% new Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2 shares 2 $344 <0.01% new Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5 shares 5 $318 <0.01% new Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2 shares 2 $300 <0.01% new Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1 shares 1 $297 <0.01% new Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2 shares 2 $296 <0.01% new Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4 shares 4 $293 <0.01% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1 shares 1 $274 <0.01% new Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 11 shares 11 $269 <0.01% new Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1 shares 1 $265 <0.01% new Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1 shares 1 $262 <0.01% new Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1 shares 1 $260 <0.01% new Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 16 shares 16 $260 <0.01% new Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2 shares 2 $258 <0.01% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 6 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1 shares 1 $255 <0.01% new Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3 shares 3 $251 <0.01% new Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2 shares 2 $247 <0.01% new Timeline SPB SPECTRUM BRANDS HOLDINGS INC More: the full row for SPECTRUM BRANDS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3 shares 3 $238 <0.01% new Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3 shares 3 $236 <0.01% new Timeline DM DESKTOP METAL INC CLASS A COM More: the full row for DESKTOP METAL INC CLASS A COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 50 shares; 2024Q3: 50 shares 50 $234 <0.01% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5 shares 5 $233 <0.01% new Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3 shares 3 $232 <0.01% new Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1 shares 1 $227 <0.01% new Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2 shares 2 $222 <0.01% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2 shares 2 $213 <0.01% new Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 360 shares; 2023Q3: 720 shares; 2023Q4: 900 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4 shares 4 $210 <0.01% new Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 10 shares 10 $207 <0.01% new Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2 shares 2 $203 <0.01% new Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3 shares 3 $194 <0.01% new ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 0 shares 0 $192 <0.01% new Amount filed as zero, left out of ratios. Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1 shares 1 $190 <0.01% new 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2 shares 2 $187 <0.01% new Timeline MMS MAXIMUS INC More: the full row for MAXIMUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2 shares 2 $187 <0.01% new Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1 shares 1 $182 <0.01% new Timeline BEACON ROOFING SUPPLY INC BEACON ROOFING SUPPLY INC More: the full row for BEACON ROOFING SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2 shares 2 $173 <0.01% new NATL NCR ATLEOS CORPORATION More: the full row for NCR ATLEOS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 6 shares; 2024Q1: 6 shares; 2024Q2: 6 shares; 2024Q3: 6 shares 6 $172 <0.01% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1 shares 1 $170 <0.01% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 160 shares; 2023Q1: 160 shares; 2023Q2: 160 shares; 2023Q3: 160 shares; 2023Q4: 160 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1 shares 1 $167 <0.01% new Timeline VYX NCR VOYIX CORPORATION More: the full row for NCR VOYIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 12 shares; 2023Q1: 12 shares; 2023Q2: 12 shares; 2023Q3: 12 shares; 2023Q4: 12 shares; 2024Q1: 12 shares; 2024Q2: 12 shares; 2024Q3: 12 shares 12 $163 <0.01% 0 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 80 shares; 2023Q1: 80 shares; 2023Q2: 80 shares; 2023Q3: 80 shares; 2023Q4: 87 shares; 2024Q1: 7 shares; 2024Q2: 7 shares; 2024Q3: 7 shares 7 $161 <0.01% 0 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 0 shares 0 $152 <0.01% new Amount filed as zero, left out of ratios. Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2 shares 2 $151 <0.01% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 4 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,603 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1 shares 1 $150 <0.01% new Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 0 shares 0 $145 <0.01% new Amount filed as zero, left out of ratios. Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 0 shares 0 $130 <0.01% new Amount filed as zero, left out of ratios. Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1 shares 1 $122 <0.01% new Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 0 shares 0 $94 <0.01% new Amount filed as zero, left out of ratios. Timeline WPP WPP PLC NEW More: the full row for WPP PLC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2 shares 2 $87 <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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 0 shares 0 $74 <0.01% new Amount filed as zero, left out of ratios. Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1 shares 1 $69 <0.01% new Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 85 shares; 2023Q1: 85 shares; 2023Q2: 85 shares; 2023Q3: 85 shares; 2023Q4: 85 shares; 2024Q1: 85 shares; 2024Q2: 85 shares; 2024Q3: 85 shares 85 $57 <0.01% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,740 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 12 shares; 2024Q2: 12 shares; 2024Q3: 1 shares 1 $40 <0.01% -11 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 0 shares 0 $37 <0.01% new Amount filed as zero, left out of ratios. Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 0 shares 0 $35 <0.01% new Amount filed as zero, left out of ratios. Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1 shares 1 $29 <0.01% new Timeline ANF ABERCROMBIE & FITCH CO More: the full row for ABERCROMBIE & FITCH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 0 shares 0 $28 <0.01% new Amount filed as zero, left out of ratios. Timeline SPR SPIRIT AEROSYSTEMS HLDGS INC More: the full row for SPIRIT AEROSYSTEMS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1 shares 1 $26 <0.01% new Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1 shares 1 $19 <0.01% new 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 0 shares 0 $17 <0.01% new Amount filed as zero, left out of ratios. Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 0 shares 0 $16 <0.01% new Amount filed as zero, left out of ratios. Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 0 shares 0 $14 <0.01% new Amount filed as zero, left out of ratios. 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 0 shares 0 $13 <0.01% new Amount filed as zero, left out of ratios. Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1 shares 1 $11 <0.01% new Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 0 shares; 2024Q3: 0 shares 0 $7 <0.01% 0 Amount filed as zero, left out of ratios. Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 0 shares 0 $6 <0.01% new Amount filed as zero, left out of ratios. Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 45 shares; 2023Q1: 45 shares; 2023Q2: 45 shares; 2023Q3: 45 shares; 2023Q4: 45 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 0 shares 0 $2 <0.01% new Amount filed as zero, left out of ratios. Timeline