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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 185,666 shares; 2023Q1: 236,010 shares; 2023Q2: 268,366 shares; 2023Q3: 310,167 shares; 2023Q4: 413,907 shares 413,907 $25M 6.27% +103,740 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 507,070 shares; 2023Q1: 601,585 shares; 2023Q2: 658,004 shares; 2023Q3: 679,873 shares; 2023Q4: 734,725 shares 734,725 $24.4M 6.12% +54,852 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 121,194 shares; 2023Q1: 121,535 shares; 2023Q2: 119,459 shares; 2023Q3: 118,420 shares; 2023Q4: 107,417 shares 107,417 $16.1M 4.02% -11,003 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 44,017 shares; 2023Q1: 50,825 shares; 2023Q2: 57,299 shares; 2023Q3: 60,105 shares; 2023Q4: 65,921 shares 65,921 $15.3M 3.84% +5,816 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 74,360 shares; 2023Q1: 73,345 shares; 2023Q2: 69,089 shares; 2023Q3: 68,244 shares; 2023Q4: 59,275 shares 59,275 $14.1M 3.52% -8,969 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 344,970 shares; 2023Q1: 336,695 shares; 2023Q2: 335,214 shares; 2023Q3: 345,972 shares; 2023Q4: 289,669 shares 289,669 $13.9M 3.48% -56,303 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 159,504 shares; 2023Q1: 167,458 shares; 2023Q2: 173,049 shares; 2023Q3: 174,075 shares; 2023Q4: 175,807 shares 175,807 $13.6M 3.41% +1,732 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 179,615 shares; 2023Q1: 181,653 shares; 2023Q2: 196,937 shares; 2023Q3: 224,623 shares; 2023Q4: 228,915 shares 228,915 $10.8M 2.7% +4,292 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 70,354 shares; 2023Q1: 113,932 shares; 2023Q2: 132,010 shares; 2023Q3: 125,291 shares; 2023Q4: 205,756 shares 205,756 $10.7M 2.69% +80,465 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 69,245 shares; 2023Q1: 96,022 shares; 2023Q2: 120,423 shares; 2023Q3: 135,519 shares; 2023Q4: 178,238 shares 178,238 $10.6M 2.66% +42,719 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 51,249 shares; 2023Q1: 53,464 shares; 2023Q2: 58,404 shares; 2023Q3: 61,809 shares; 2023Q4: 70,379 shares 70,379 $10.2M 2.56% +8,570 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 298,604 shares; 2023Q1: 320,582 shares; 2023Q2: 330,937 shares; 2023Q3: 319,715 shares; 2023Q4: 306,448 shares 306,448 $8.78M 2.2% -13,267 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 54,202 shares; 2023Q1: 53,744 shares; 2023Q2: 53,959 shares; 2023Q3: 53,888 shares; 2023Q4: 48,276 shares 48,276 $8.69M 2.18% -5,612 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 5,450 shares; 2023Q2: 19,496 shares; 2023Q3: 25,071 shares; 2023Q4: 48,152 shares 48,152 $8.15M 2.04% +23,081 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 27,941 shares; 2023Q1: 46,880 shares; 2023Q2: 61,038 shares; 2023Q3: 73,635 shares; 2023Q4: 137,672 shares 137,672 $7.76M 1.94% +64,037 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 52,154 shares; 2023Q1: 51,731 shares; 2023Q2: 51,593 shares; 2023Q3: 50,663 shares; 2023Q4: 46,759 shares 46,759 $7.38M 1.85% -3,904 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 43,586 shares; 2023Q1: 42,368 shares; 2023Q2: 42,258 shares; 2023Q3: 41,707 shares; 2023Q4: 32,898 shares 32,898 $7.02M 1.76% -8,809 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 206,689 shares; 2023Q1: 228,165 shares; 2023Q2: 245,975 shares; 2023Q3: 261,353 shares; 2023Q4: 266,357 shares 266,357 $6.42M 1.61% +5,004 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 6,176 shares; 2023Q1: 7,760 shares; 2023Q2: 17,554 shares; 2023Q3: 21,561 shares; 2023Q4: 147,653 shares 147,653 $6.26M 1.57% +126,092 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 17,481 shares; 2023Q1: 16,913 shares; 2023Q2: 15,614 shares; 2023Q3: 14,793 shares; 2023Q4: 14,234 shares 14,234 $6.22M 1.56% -559 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 185,889 shares; 2023Q1: 170,124 shares; 2023Q2: 170,187 shares; 2023Q3: 167,863 shares; 2023Q4: 140,742 shares 140,742 $5.78M 1.45% -27,121 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 8,873 shares; 2023Q1: 35,368 shares; 2023Q2: 55,820 shares; 2023Q3: 62,976 shares; 2023Q4: 111,267 shares 111,267 $5.5M 1.38% +48,291 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 61,475 shares; 2023Q1: 68,343 shares; 2023Q2: 68,834 shares; 2023Q3: 69,507 shares; 2023Q4: 62,134 shares 62,134 $5.07M 1.27% -7,373 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 12,873 shares; 2023Q1: 12,736 shares; 2023Q2: 12,648 shares; 2023Q3: 12,559 shares; 2023Q4: 10,504 shares 10,504 $5.02M 1.26% -2,055 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 63,649 shares; 2023Q1: 56,926 shares; 2023Q2: 53,126 shares; 2023Q3: 51,340 shares; 2023Q4: 41,826 shares 41,826 $4.81M 1.21% -9,514 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,802 shares; 2023Q1: 9,848 shares; 2023Q2: 14,141 shares; 2023Q3: 19,006 shares; 2023Q4: 40,891 shares 40,891 $4.47M 1.12% +21,885 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 122,589 shares; 2023Q1: 122,589 shares; 2023Q2: 123,511 shares; 2023Q3: 123,141 shares; 2023Q4: 123,333 shares 123,333 $4.19M 1.05% +192 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 50,115 shares; 2023Q1: 50,130 shares; 2023Q2: 50,153 shares; 2023Q3: 50,173 shares; 2023Q4: 47,556 shares 47,556 $3.96M 0.99% -2,617 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 64,536 shares; 2023Q1: 65,786 shares; 2023Q2: 63,060 shares; 2023Q3: 63,557 shares; 2023Q4: 74,937 shares 74,937 $3.92M 0.98% +11,380 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,637 shares; 2023Q1: 16,230 shares; 2023Q2: 47,019 shares; 2023Q3: 66,285 shares; 2023Q4: 133,638 shares 133,638 $3.89M 0.97% +67,353 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 87,512 shares; 2023Q1: 87,512 shares; 2023Q2: 87,512 shares; 2023Q3: 86,223 shares; 2023Q4: 82,937 shares 82,937 $3.87M 0.97% -3,286 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 151,662 shares; 2023Q1: 151,662 shares; 2023Q2: 152,080 shares; 2023Q3: 151,905 shares; 2023Q4: 120,470 shares 120,470 $3.83M 0.96% -31,435 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 13,446 shares; 2023Q1: 13,446 shares; 2023Q2: 13,446 shares; 2023Q3: 13,504 shares; 2023Q4: 13,738 shares 13,738 $3.81M 0.95% +234 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 118,445 shares; 2023Q1: 145,986 shares; 2023Q2: 148,284 shares; 2023Q3: 165,334 shares; 2023Q4: 128,046 shares 128,046 $3.74M 0.94% -37,288 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 52,437 shares; 2023Q1: 51,900 shares; 2023Q2: 51,963 shares; 2023Q3: 52,020 shares; 2023Q4: 49,680 shares 49,680 $3.65M 0.91% -2,340 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 50,573 shares; 2023Q1: 83,269 shares; 2023Q2: 107,372 shares; 2023Q3: 124,896 shares; 2023Q4: 155,683 shares 155,683 $3.54M 0.89% +30,787 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 120,118 shares; 2023Q1: 103,358 shares; 2023Q2: 84,820 shares; 2023Q3: 66,500 shares; 2023Q4: 42,202 shares 42,202 $3.43M 0.86% -24,298 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 40,474 shares; 2023Q1: 40,272 shares; 2023Q2: 40,272 shares; 2023Q3: 43,272 shares; 2023Q4: 43,272 shares 43,272 $3.26M 0.82% 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 63,314 shares; 2023Q1: 63,349 shares; 2023Q2: 63,389 shares; 2023Q3: 63,602 shares; 2023Q4: 63,639 shares 63,639 $3.1M 0.78% +37 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 22,787 shares; 2023Q1: 30,790 shares; 2023Q2: 36,189 shares; 2023Q3: 62,707 shares; 2023Q4: 67,968 shares 67,968 $2.81M 0.7% +5,261 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 17,485 shares; 2023Q1: 23,315 shares; 2023Q2: 28,361 shares; 2023Q3: 29,772 shares; 2023Q4: 31,019 shares 31,019 $2.79M 0.7% +1,247 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 6,607 shares; 2023Q1: 6,505 shares; 2023Q2: 6,505 shares; 2023Q3: 6,471 shares; 2023Q4: 6,443 shares 6,443 $2.61M 0.65% -28 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 44,053 shares; 2023Q1: 41,980 shares; 2023Q2: 41,906 shares; 2023Q3: 41,401 shares; 2023Q4: 35,971 shares 35,971 $2.53M 0.63% -5,430 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 46,768 shares 46,768 $2.49M 0.62% new Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 11,985 shares; 2023Q1: 11,784 shares; 2023Q2: 12,560 shares; 2023Q3: 12,844 shares; 2023Q4: 12,807 shares 12,807 $2.47M 0.62% -37 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 44,831 shares; 2023Q1: 41,239 shares; 2023Q2: 40,648 shares; 2023Q3: 40,648 shares; 2023Q4: 42,321 shares 42,321 $2.19M 0.55% +1,673 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 95,774 shares; 2023Q1: 80,352 shares; 2023Q2: 59,738 shares; 2023Q3: 55,152 shares; 2023Q4: 44,036 shares 44,036 $2.17M 0.54% -11,116 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 224,734 shares; 2023Q1: 170,650 shares; 2023Q2: 125,303 shares; 2023Q3: 116,463 shares; 2023Q4: 46,109 shares 46,109 $2.14M 0.54% -70,354 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 29,311 shares; 2023Q1: 29,377 shares; 2023Q2: 29,444 shares; 2023Q3: 29,515 shares; 2023Q4: 29,593 shares 29,593 $2.07M 0.52% +78 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,326 shares; 2023Q1: 3,365 shares; 2023Q2: 3,365 shares; 2023Q3: 4,401 shares; 2023Q4: 4,188 shares 4,188 $1.99M 0.5% -213 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 46,166 shares; 2023Q1: 45,963 shares; 2023Q2: 46,729 shares; 2023Q3: 47,039 shares; 2023Q4: 47,112 shares 47,112 $1.99M 0.5% +73 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 17,494 shares; 2023Q1: 17,494 shares; 2023Q2: 17,235 shares; 2023Q3: 16,721 shares; 2023Q4: 16,721 shares 16,721 $1.94M 0.49% 0 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 23,679 shares; 2023Q1: 24,477 shares; 2023Q2: 25,677 shares; 2023Q3: 27,655 shares; 2023Q4: 28,904 shares 28,904 $1.81M 0.45% +1,249 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 48,930 shares; 2023Q1: 45,085 shares; 2023Q2: 45,085 shares; 2023Q3: 44,560 shares; 2023Q4: 43,672 shares 43,672 $1.63M 0.41% -888 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 17,286 shares; 2023Q1: 17,286 shares; 2023Q2: 17,286 shares; 2023Q3: 17,286 shares; 2023Q4: 17,286 shares 17,286 $1.57M 0.39% 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 29,796 shares; 2023Q1: 29,796 shares; 2023Q2: 29,796 shares; 2023Q3: 26,971 shares; 2023Q4: 26,925 shares 26,925 $1.57M 0.39% -46 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 11,407 shares; 2023Q1: 11,207 shares; 2023Q2: 11,247 shares; 2023Q3: 11,287 shares; 2023Q4: 11,135 shares 11,135 $1.57M 0.39% -152 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 20,539 shares; 2023Q1: 20,697 shares; 2023Q2: 17,581 shares; 2023Q3: 19,016 shares; 2023Q4: 17,505 shares 17,505 $1.55M 0.39% -1,511 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 32,126 shares; 2023Q1: 32,126 shares; 2023Q2: 32,126 shares; 2023Q3: 30,590 shares; 2023Q4: 30,087 shares 30,087 $1.52M 0.38% -503 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 38,510 shares; 2023Q1: 51,712 shares; 2023Q2: 48,973 shares; 2023Q3: 26,423 shares; 2023Q4: 28,504 shares 28,504 $1.46M 0.36% +2,081 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,390 shares; 2023Q1: 3,416 shares; 2023Q2: 3,626 shares; 2023Q3: 3,761 shares; 2023Q4: 3,753 shares 3,753 $1.41M 0.35% -8 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 67,947 shares; 2023Q1: 67,947 shares; 2023Q2: 68,069 shares; 2023Q3: 65,077 shares; 2023Q4: 37,927 shares 37,927 $1.34M 0.34% -27,150 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 12,931 shares; 2023Q1: 13,080 shares; 2023Q2: 12,843 shares; 2023Q3: 12,843 shares; 2023Q4: 12,235 shares 12,235 $1.32M 0.33% -608 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,873 shares; 2023Q1: 12,957 shares; 2023Q2: 14,626 shares; 2023Q3: 14,008 shares; 2023Q4: 25,950 shares 25,950 $1.26M 0.32% +11,942 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 6,750 shares; 2023Q1: 7,021 shares; 2023Q2: 7,042 shares; 2023Q3: 7,042 shares; 2023Q4: 16,057 shares 16,057 $1.25M 0.31% +9,015 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 32,296 shares; 2023Q1: 47,262 shares; 2023Q2: 40,150 shares; 2023Q3: 43,514 shares; 2023Q4: 43,037 shares 43,037 $1.23M 0.31% -477 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 41,087 shares; 2023Q1: 32,889 shares; 2023Q2: 29,058 shares; 2023Q3: 29,791 shares; 2023Q4: 16,479 shares 16,479 $1.21M 0.3% -13,312 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,368 shares; 2023Q1: 3,362 shares; 2023Q2: 3,362 shares; 2023Q3: 3,374 shares; 2023Q4: 3,374 shares 3,374 $1.19M 0.3% 0 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 14,028 shares; 2023Q1: 20,611 shares; 2023Q2: 26,456 shares; 2023Q3: 36,035 shares; 2023Q4: 45,440 shares 45,440 $1.17M 0.29% +9,405 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 44,811 shares; 2023Q1: 44,811 shares; 2023Q2: 43,625 shares; 2023Q3: 43,360 shares; 2023Q4: 43,360 shares 43,360 $1.06M 0.27% 0 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,094 shares; 2023Q1: 4,064 shares; 2023Q2: 4,064 shares; 2023Q3: 4,064 shares; 2023Q4: 4,064 shares 4,064 $887K 0.22% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 10,502 shares; 2023Q1: 2,206 shares; 2023Q2: 2,206 shares; 2023Q3: 2,206 shares; 2023Q4: 2,449 shares 2,449 $873K 0.22% +243 Timeline SDG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 10,400 shares; 2023Q1: 10,400 shares; 2023Q2: 10,400 shares; 2023Q3: 10,430 shares; 2023Q4: 10,400 shares 10,400 $843K 0.21% -30 Timeline VCEB VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 614 shares; 2023Q1: 614 shares; 2023Q2: 662 shares; 2023Q3: 662 shares; 2023Q4: 12,194 shares 12,194 $773K 0.19% +11,532 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 8,391 shares; 2023Q1: 8,251 shares; 2023Q2: 8,186 shares; 2023Q3: 8,098 shares; 2023Q4: 7,971 shares 7,971 $748K 0.19% -127 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 14,875 shares; 2023Q1: 14,375 shares; 2023Q2: 14,375 shares; 2023Q3: not reported; 2023Q4: 16,071 shares 16,071 $745K 0.19% new Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 12,178 shares; 2023Q1: 13,249 shares; 2023Q2: 12,178 shares; 2023Q3: 12,178 shares; 2023Q4: 12,178 shares 12,178 $687K 0.17% 0 Timeline AVSC 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 985 shares; 2023Q1: 1,750 shares; 2023Q2: 3,756 shares; 2023Q3: 3,756 shares; 2023Q4: 12,848 shares 12,848 $656K 0.16% +9,092 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 12,985 shares; 2023Q1: 12,612 shares; 2023Q2: 11,688 shares; 2023Q3: 11,246 shares; 2023Q4: 11,581 shares 11,581 $585K 0.15% +335 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 12,249 shares; 2023Q2: 13,928 shares; 2023Q3: 14,771 shares; 2023Q4: 21,521 shares 21,521 $582K 0.15% +6,750 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 16,730 shares; 2023Q1: 16,730 shares; 2023Q2: 16,730 shares; 2023Q3: 16,999 shares; 2023Q4: 16,730 shares 16,730 $575K 0.14% -269 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 15,029 shares; 2023Q1: 17,119 shares; 2023Q2: 16,898 shares; 2023Q3: 19,286 shares; 2023Q4: 21,445 shares 21,445 $550K 0.14% +2,159 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1 shares; 2023Q1: 1 shares; 2023Q2: 1 shares; 2023Q3: 1 shares; 2023Q4: 1 shares 1 $543K 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,499 shares; 2023Q1: 3,499 shares; 2023Q2: 3,519 shares; 2023Q3: 3,519 shares; 2023Q4: 3,499 shares 3,499 $532K 0.13% -20 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 13,502 shares; 2023Q1: 13,549 shares; 2023Q2: 13,611 shares; 2023Q3: 10,866 shares; 2023Q4: 6,814 shares 6,814 $525K 0.13% -4,052 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,260 shares; 2023Q1: 5,260 shares; 2023Q2: 5,260 shares; 2023Q3: 4,999 shares; 2023Q4: 4,999 shares 4,999 $515K 0.13% 0 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 8,971 shares; 2023Q1: 8,971 shares; 2023Q2: 8,971 shares; 2023Q3: 8,971 shares; 2023Q4: 8,971 shares 8,971 $512K 0.13% 0 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,000 shares; 2023Q1: 1,000 shares; 2023Q2: 1,000 shares; 2023Q3: 1,000 shares; 2023Q4: 1,000 shares 1,000 $511K 0.13% 0 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 8,679 shares; 2023Q1: 8,705 shares; 2023Q2: 9,029 shares; 2023Q3: 9,072 shares; 2023Q4: 8,620 shares 8,620 $484K 0.12% -452 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,713 shares; 2023Q1: 3,713 shares; 2023Q2: 3,717 shares; 2023Q3: 3,308 shares; 2023Q4: 3,044 shares 3,044 $480K 0.12% -264 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,224 shares; 2023Q1: 1,224 shares; 2023Q2: 1,224 shares; 2023Q3: 1,224 shares; 2023Q4: 1,224 shares 1,224 $461K 0.12% 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,365 shares; 2023Q1: 2,343 shares; 2023Q2: 2,137 shares; 2023Q3: 1,820 shares; 2023Q4: 1,848 shares 1,848 $454K 0.11% +28 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 536 shares; 2023Q1: 534 shares; 2023Q2: 534 shares; 2023Q3: 534 shares; 2023Q4: 759 shares 759 $442K 0.11% +225 Timeline SPXN PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,800 shares; 2023Q1: 1,800 shares; 2023Q2: 1,800 shares; 2023Q3: 1,800 shares; 2023Q4: 4,278 shares 4,278 $438K 0.11% +2,478 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 8,865 shares; 2023Q4: 10,741 shares 10,741 $415K 0.1% +1,876 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 16,831 shares; 2023Q1: 16,831 shares; 2023Q2: 16,330 shares; 2023Q3: 16,330 shares; 2023Q4: 11,900 shares 11,900 $415K 0.1% -4,430 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 510 shares; 2023Q1: 1,881 shares; 2023Q2: 3,552 shares; 2023Q3: 4,949 shares; 2023Q4: 6,405 shares 6,405 $415K 0.1% +1,456 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,789 shares; 2023Q1: 2,789 shares; 2023Q2: 2,789 shares; 2023Q3: 2,789 shares; 2023Q4: 2,621 shares 2,621 $406K 0.1% -168 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 7,922 shares 7,922 $399K 0.1% new 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 873 shares; 2023Q1: 873 shares; 2023Q2: 873 shares; 2023Q3: 930 shares; 2023Q4: 1,079 shares 1,079 $374K 0.09% +149 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,262 shares; 2023Q1: 2,262 shares; 2023Q2: 2,262 shares; 2023Q3: 2,262 shares; 2023Q4: 1,839 shares 1,839 $352K 0.09% -423 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,241 shares; 2023Q1: 2,241 shares; 2023Q2: 2,241 shares; 2023Q3: 2,324 shares; 2023Q4: 2,241 shares 2,241 $351K 0.09% -83 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,284 shares; 2023Q1: 1,284 shares; 2023Q2: 1,284 shares; 2023Q3: 1,361 shares; 2023Q4: 1,341 shares 1,341 $349K 0.09% -20 Timeline BLACKROCK ETF TRUST BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 14,600 shares 14,600 $339K 0.09% new 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 642 shares; 2023Q4: 1,332 shares 1,332 $299K 0.08% +690 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,473 shares; 2023Q1: 1,474 shares; 2023Q2: 1,727 shares; 2023Q3: 1,730 shares; 2023Q4: 1,704 shares 1,704 $290K 0.07% -26 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 11,968 shares; 2023Q1: 11,972 shares; 2023Q2: 11,102 shares; 2023Q3: 10,184 shares; 2023Q4: 8,219 shares 8,219 $277K 0.07% -1,965 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,498 shares; 2023Q1: 5,755 shares; 2023Q2: 5,498 shares; 2023Q3: 5,498 shares; 2023Q4: 5,498 shares 5,498 $260K 0.07% 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,212 shares; 2023Q1: 2,212 shares; 2023Q2: 2,635 shares; 2023Q3: 2,808 shares; 2023Q4: 2,312 shares 2,312 $252K 0.06% -496 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,397 shares; 2023Q1: 2,397 shares; 2023Q2: 2,397 shares; 2023Q3: 1,760 shares; 2023Q4: 1,760 shares 1,760 $246K 0.06% 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 50 shares; 2023Q3: 1,250 shares; 2023Q4: 1,250 shares 1,250 $241K 0.06% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,603 shares 1,603 $236K 0.06% new 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 8,537 shares; 2023Q1: 8,537 shares; 2023Q2: 8,537 shares; 2023Q3: 8,537 shares; 2023Q4: 8,537 shares 8,537 $235K 0.06% 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 537 shares; 2023Q1: 537 shares; 2023Q2: 602 shares; 2023Q3: 602 shares; 2023Q4: 568 shares 568 $233K 0.06% -34 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,143 shares; 2023Q1: 3,743 shares; 2023Q2: 3,419 shares; 2023Q3: 3,525 shares; 2023Q4: 3,106 shares 3,106 $227K 0.06% -419 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,913 shares; 2023Q1: 6,504 shares; 2023Q2: 5,913 shares; 2023Q3: 5,933 shares; 2023Q4: 6,100 shares 6,100 $225K 0.06% +167 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,067 shares; 2023Q1: 2,077 shares; 2023Q2: 2,077 shares; 2023Q3: 2,077 shares; 2023Q4: 2,229 shares 2,229 $223K 0.06% +152 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 951 shares; 2023Q1: 951 shares; 2023Q2: 920 shares; 2023Q3: 920 shares; 2023Q4: 920 shares 920 $214K 0.05% 0 Timeline AVRE 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 534 shares; 2023Q1: 534 shares; 2023Q2: 534 shares; 2023Q3: 756 shares; 2023Q4: 4,645 shares 4,645 $201K 0.05% +3,889 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 269 shares; 2023Q3: 269 shares; 2023Q4: 391 shares 391 $187K 0.05% +122 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,365 shares; 2023Q1: 2,365 shares; 2023Q2: 2,365 shares; 2023Q3: 2,365 shares; 2023Q4: 2,365 shares 2,365 $176K 0.04% 0 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,160 shares; 2023Q1: 1,160 shares; 2023Q2: 1,160 shares; 2023Q3: 1,160 shares; 2023Q4: 1,160 shares 1,160 $174K 0.04% 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 103 shares; 2023Q1: 103 shares; 2023Q2: 103 shares; 2023Q3: 653 shares; 2023Q4: 550 shares 550 $167K 0.04% -103 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 8,866 shares; 2023Q1: 2,866 shares; 2023Q2: 2,647 shares; 2023Q3: 2,811 shares; 2023Q4: 2,721 shares 2,721 $165K 0.04% -90 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,940 shares; 2023Q1: 4,940 shares; 2023Q2: 4,940 shares; 2023Q3: 4,940 shares; 2023Q4: 4,940 shares 4,940 $161K 0.04% 0 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,000 shares; 2023Q1: 4,000 shares; 2023Q2: 4,000 shares; 2023Q3: 4,000 shares; 2023Q4: 4,000 shares 4,000 $160K 0.04% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,522 shares; 2023Q1: 2,522 shares; 2023Q2: 2,522 shares; 2023Q3: 2,522 shares; 2023Q4: 2,522 shares 2,522 $156K 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 316 shares; 2023Q1: 316 shares; 2023Q2: 319 shares; 2023Q3: 319 shares; 2023Q4: 316 shares 316 $154K 0.04% -3 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 67 shares; 2023Q1: 67 shares; 2023Q2: 507 shares; 2023Q3: 507 shares; 2023Q4: 707 shares 707 $151K 0.04% +200 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,659 shares; 2023Q1: 4,659 shares; 2023Q2: 4,659 shares; 2023Q3: 4,659 shares; 2023Q4: 4,659 shares 4,659 $145K 0.04% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 15 shares; 2023Q3: 15 shares; 2023Q4: 2,579 shares 2,579 $144K 0.04% +2,564 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 701 shares; 2023Q1: 701 shares; 2023Q2: 701 shares; 2023Q3: 743 shares; 2023Q4: 743 shares 743 $142K 0.04% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 90 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,200 shares; 2023Q4: 1,200 shares 1,200 $141K 0.04% 0 Timeline AVSE 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 102 shares; 2023Q3: 102 shares; 2023Q4: 2,927 shares 2,927 $140K 0.04% +2,825 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 6,215 shares; 2023Q1: 6,215 shares; 2023Q2: 6,215 shares; 2023Q3: 6,215 shares; 2023Q4: 3,712 shares 3,712 $137K 0.03% -2,503 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5 shares; 2023Q1: 5 shares; 2023Q2: 89 shares; 2023Q3: 89 shares; 2023Q4: 139 shares 139 $132K 0.03% +50 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 450 shares; 2023Q1: 450 shares; 2023Q2: 736 shares; 2023Q3: 736 shares; 2023Q4: 866 shares 866 $132K 0.03% +130 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,668 shares; 2023Q1: 1,414 shares; 2023Q2: 1,414 shares; 2023Q3: 874 shares; 2023Q4: 874 shares 874 $129K 0.03% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,274 shares; 2023Q1: 1,274 shares; 2023Q2: 1,274 shares; 2023Q3: 1,275 shares; 2023Q4: 1,275 shares 1,275 $127K 0.03% 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 421 shares; 2023Q1: 421 shares; 2023Q2: 421 shares; 2023Q3: 421 shares; 2023Q4: 421 shares 421 $126K 0.03% 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 140 shares; 2023Q1: 140 shares; 2023Q2: 140 shares; 2023Q3: 140 shares; 2023Q4: 1,178 shares 1,178 $124K 0.03% +1,038 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 120 shares; 2023Q3: 120 shares; 2023Q4: 195 shares 195 $122K 0.03% +75 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 225 shares; 2023Q1: 225 shares; 2023Q2: 225 shares; 2023Q3: 282 shares; 2023Q4: 282 shares 282 $120K 0.03% 0 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 611 shares; 2023Q3: 611 shares; 2023Q4: 611 shares 611 $111K 0.03% 0 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,743 shares; 2023Q1: 1,832 shares; 2023Q2: 1,807 shares; 2023Q3: 1,807 shares; 2023Q4: 1,304 shares 1,304 $111K 0.03% -503 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,087 shares; 2023Q1: 1,091 shares; 2023Q2: 1,076 shares; 2023Q3: 1,076 shares; 2023Q4: 1,130 shares 1,130 $106K 0.03% +54 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 528 shares; 2023Q1: 1,213 shares; 2023Q2: 1,172 shares; 2023Q3: 1,175 shares; 2023Q4: 1,009 shares 1,009 $104K 0.03% -166 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 740 shares; 2023Q1: 740 shares; 2023Q2: 740 shares; 2023Q3: 750 shares; 2023Q4: 750 shares 750 $103K 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,089 shares; 2023Q1: 1,087 shares; 2023Q2: 1,103 shares; 2023Q3: 1,103 shares; 2023Q4: 645 shares 645 $100K 0.03% -458 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,960 shares; 2023Q1: 2,960 shares; 2023Q2: 2,960 shares; 2023Q3: 2,960 shares; 2023Q4: 2,960 shares 2,960 $97.2K 0.02% 0 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,078 shares; 2023Q1: 1,078 shares; 2023Q2: 1,078 shares; 2023Q3: 1,078 shares; 2023Q4: 1,078 shares 1,078 $96.3K 0.02% 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,000 shares; 2023Q1: 1,000 shares; 2023Q2: 1,290 shares; 2023Q3: 1,290 shares; 2023Q4: 1,221 shares 1,221 $95.3K 0.02% -69 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 414 shares; 2023Q1: 414 shares; 2023Q2: 427 shares; 2023Q3: 427 shares; 2023Q4: 414 shares 414 $92.1K 0.02% -13 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,763 shares; 2023Q1: 5,763 shares; 2023Q2: 5,763 shares; 2023Q3: 5,763 shares; 2023Q4: 5,763 shares 5,763 $89.7K 0.02% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 414 shares; 2023Q3: 414 shares; 2023Q4: 1,542 shares 1,542 $88.8K 0.02% +1,128 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 991 shares; 2023Q1: 646 shares; 2023Q2: 646 shares; 2023Q3: 756 shares; 2023Q4: 606 shares 606 $88.8K 0.02% -150 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 79 shares; 2023Q1: 79 shares; 2023Q2: 84 shares; 2023Q3: 84 shares; 2023Q4: 79 shares 79 $88.2K 0.02% -5 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 600 shares; 2023Q1: 600 shares; 2023Q2: 723 shares; 2023Q3: 652 shares; 2023Q4: 515 shares 515 $87.5K 0.02% -137 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 141 shares; 2023Q1: 141 shares; 2023Q2: 141 shares; 2023Q3: 141 shares; 2023Q4: 132 shares 132 $87.3K 0.02% -9 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 635 shares; 2023Q1: 635 shares; 2023Q2: 635 shares; 2023Q3: 635 shares; 2023Q4: 635 shares 635 $86.3K 0.02% 0 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,105 shares; 2023Q1: 1,105 shares; 2023Q2: 1,225 shares; 2023Q3: 1,225 shares; 2023Q4: 1,128 shares 1,128 $85.9K 0.02% -97 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,200 shares; 2023Q1: 1,200 shares; 2023Q2: 1,236 shares; 2023Q3: 1,236 shares; 2023Q4: 1,200 shares 1,200 $85.3K 0.02% -36 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,749 shares; 2023Q1: 1,749 shares; 2023Q2: 1,286 shares; 2023Q3: 1,586 shares; 2023Q4: 1,286 shares 1,286 $83.3K 0.02% -300 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,205 shares; 2023Q1: 1,205 shares; 2023Q2: 1,207 shares; 2023Q3: 987 shares; 2023Q4: 910 shares 910 $82.2K 0.02% -77 Timeline AVSU 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 508 shares; 2023Q1: 1,239 shares; 2023Q2: 1,363 shares; 2023Q3: 1,363 shares; 2023Q4: 1,419 shares 1,419 $79.7K 0.02% +56 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,389 shares; 2023Q1: 1,388 shares; 2023Q2: 1,402 shares; 2023Q3: 1,402 shares; 2023Q4: 715 shares 715 $78.7K 0.02% -687 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 974 shares; 2023Q1: 974 shares; 2023Q2: 974 shares; 2023Q3: 974 shares; 2023Q4: 974 shares 974 $77.9K 0.02% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 49 shares; 2023Q1: 49 shares; 2023Q2: 185 shares; 2023Q3: 170 shares; 2023Q4: 155 shares 155 $76.7K 0.02% -15 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 313 shares; 2023Q1: 313 shares; 2023Q2: 313 shares; 2023Q3: 313 shares; 2023Q4: 313 shares 313 $74K 0.02% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 823 shares; 2023Q1: 620 shares; 2023Q2: 695 shares; 2023Q3: 695 shares; 2023Q4: 495 shares 495 $73.8K 0.02% -200 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 661 shares; 2023Q1: 661 shares; 2023Q2: 661 shares; 2023Q3: 661 shares; 2023Q4: 661 shares 661 $73.8K 0.02% 0 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 660 shares; 2023Q1: 660 shares; 2023Q2: 660 shares; 2023Q3: 660 shares; 2023Q4: 660 shares 660 $73.7K 0.02% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 27 shares; 2023Q1: 6 shares; 2023Q2: 129 shares; 2023Q3: 129 shares; 2023Q4: 295 shares 295 $73.3K 0.02% +166 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 270 shares; 2023Q1: 270 shares; 2023Q2: 270 shares; 2023Q3: 270 shares; 2023Q4: 250 shares 250 $72K 0.02% -20 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 414 shares; 2023Q1: 414 shares; 2023Q2: 414 shares; 2023Q3: 414 shares; 2023Q4: 414 shares 414 $67.7K 0.02% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,140 shares; 2023Q1: 1,140 shares; 2023Q2: 1,140 shares; 2023Q3: 1,140 shares; 2023Q4: 1,140 shares 1,140 $66.1K 0.02% 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 681 shares; 2023Q1: 697 shares; 2023Q2: 714 shares; 2023Q3: 798 shares; 2023Q4: 781 shares 781 $65.7K 0.02% -17 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,797 shares; 2023Q1: 3,015 shares; 2023Q2: 2,797 shares; 2023Q3: 2,797 shares; 2023Q4: 697 shares 697 $65K 0.02% -2,100 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 360 shares; 2023Q1: 360 shares; 2023Q2: 360 shares; 2023Q3: 1,800 shares; 2023Q4: 1,800 shares 1,800 $64.9K 0.02% 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 694 shares; 2023Q1: 712 shares; 2023Q2: 712 shares; 2023Q3: 866 shares; 2023Q4: 1,079 shares 1,079 $63.6K 0.02% +213 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,415 shares; 2023Q1: 1,415 shares; 2023Q2: 1,415 shares; 2023Q3: 1,684 shares; 2023Q4: 1,415 shares 1,415 $62K 0.02% -269 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 200 shares; 2023Q1: 200 shares; 2023Q2: 212 shares; 2023Q3: 321 shares; 2023Q4: 309 shares 309 $61K 0.02% -12 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,842 shares; 2023Q1: 4,842 shares; 2023Q2: 4,842 shares; 2023Q3: 4,842 shares; 2023Q4: 4,842 shares 4,842 $60K 0.02% 0 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 52 shares; 2023Q1: 51 shares; 2023Q2: 51 shares; 2023Q3: 73 shares; 2023Q4: 73 shares 73 $59.3K 0.01% 0 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 232 shares; 2023Q1: 232 shares; 2023Q2: 232 shares; 2023Q3: 325 shares; 2023Q4: 325 shares 325 $58.2K 0.01% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,161 shares; 2023Q1: 1,395 shares; 2023Q2: 1,412 shares; 2023Q3: 1,412 shares; 2023Q4: 400 shares 400 $57.9K 0.01% -1,012 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,873 shares; 2023Q1: 226 shares; 2023Q2: 148 shares; 2023Q3: 189 shares; 2023Q4: 189 shares 189 $56K 0.01% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 286 shares; 2023Q3: 286 shares; 2023Q4: 416 shares 416 $55.3K 0.01% +130 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 168 shares; 2023Q1: 168 shares; 2023Q2: 168 shares; 2023Q3: 1,681 shares; 2023Q4: 1,681 shares 1,681 $54.9K 0.01% 0 Timeline THRD THIRD HARMONIC BIO INC More: the full row for THIRD HARMONIC BIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 5,000 shares; 2023Q4: 5,000 shares 5,000 $54.9K 0.01% 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 558 shares; 2023Q1: 902 shares; 2023Q2: 902 shares; 2023Q3: 902 shares; 2023Q4: 506 shares 506 $54.5K 0.01% -396 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 136 shares; 2023Q1: 136 shares; 2023Q2: 136 shares; 2023Q3: 136 shares; 2023Q4: 136 shares 136 $54.4K 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 201 shares; 2023Q1: 206 shares; 2023Q2: 206 shares; 2023Q3: 206 shares; 2023Q4: 206 shares 206 $53.7K 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 145 shares; 2023Q1: 142 shares; 2023Q2: 692 shares; 2023Q3: 692 shares; 2023Q4: 542 shares 542 $52K 0.01% -150 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,485 shares; 2023Q1: 1,488 shares; 2023Q2: 1,298 shares; 2023Q3: 1,302 shares; 2023Q4: 1,055 shares 1,055 $51.9K 0.01% -247 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 390 shares; 2023Q1: 390 shares; 2023Q2: 390 shares; 2023Q3: 390 shares; 2023Q4: 390 shares 390 $49.8K 0.01% 0 Timeline GLOBAL MED REIT INC GLOBAL MED REIT INC More: the full row for GLOBAL MED REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,466 shares; 2023Q1: 4,466 shares; 2023Q2: 4,466 shares; 2023Q3: 4,466 shares; 2023Q4: 4,466 shares 4,466 $49.6K 0.01% 0 IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 76 shares; 2023Q1: 148 shares; 2023Q2: 148 shares; 2023Q3: 244 shares; 2023Q4: 244 shares 244 $49K 0.01% 0 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,328 shares; 2023Q1: 2,328 shares; 2023Q2: 2,328 shares; 2023Q3: 2,328 shares; 2023Q4: 2,328 shares 2,328 $48.5K 0.01% 0 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 232 shares; 2023Q1: 230 shares; 2023Q2: 230 shares; 2023Q3: 230 shares; 2023Q4: 230 shares 230 $48.2K 0.01% 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,280 shares; 2023Q1: 700 shares; 2023Q2: 700 shares; 2023Q3: 700 shares; 2023Q4: 700 shares 700 $47K 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,572 shares; 2023Q1: 1,572 shares; 2023Q2: 1,572 shares; 2023Q3: 1,572 shares; 2023Q4: 1,572 shares 1,572 $46.7K 0.01% 0 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 988 shares; 2023Q1: 988 shares; 2023Q2: 988 shares; 2023Q3: 988 shares; 2023Q4: 838 shares 838 $46.4K 0.01% -150 Timeline TLTD FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 679 shares; 2023Q3: 679 shares; 2023Q4: 679 shares 679 $46.4K 0.01% 0 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,241 shares; 2023Q1: 1,241 shares; 2023Q2: 1,241 shares; 2023Q3: 1,241 shares; 2023Q4: 1,437 shares 1,437 $46K 0.01% +196 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 500 shares; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: 500 shares 500 $45.1K 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 93 shares; 2023Q1: 93 shares; 2023Q2: 93 shares; 2023Q3: 93 shares; 2023Q4: 144 shares 144 $44.8K 0.01% +51 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 360 shares; 2023Q3: 720 shares; 2023Q4: 900 shares 900 $44.1K 0.01% +180 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 520 shares; 2023Q3: 520 shares; 2023Q4: 520 shares 520 $43.6K 0.01% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,800 shares; 2023Q1: 1,800 shares; 2023Q2: 1,233 shares; 2023Q3: 1,233 shares; 2023Q4: 1,233 shares 1,233 $42.7K 0.01% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 553 shares; 2023Q3: 553 shares; 2023Q4: 539 shares 539 $42.6K 0.01% -14 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,334 shares; 2023Q1: 1,334 shares; 2023Q2: 1,334 shares; 2023Q3: 1,334 shares; 2023Q4: 1,334 shares 1,334 $42.2K 0.01% 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 443 shares; 2023Q1: 440 shares; 2023Q2: 440 shares; 2023Q3: 440 shares; 2023Q4: 440 shares 440 $41.4K 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 267 shares; 2023Q1: 267 shares; 2023Q2: 303 shares; 2023Q3: 303 shares; 2023Q4: 303 shares 303 $41.3K 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 309 shares; 2023Q1: 311 shares; 2023Q2: 312 shares; 2023Q3: 313 shares; 2023Q4: 314 shares 314 $41.2K 0.01% +1 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 200 shares; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 300 shares; 2023Q4: 200 shares 200 $41.1K 0.01% -100 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 156 shares; 2023Q1: 156 shares; 2023Q2: 156 shares; 2023Q3: 156 shares; 2023Q4: 156 shares 156 $40.6K 0.01% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 160 shares; 2023Q1: 160 shares; 2023Q2: 160 shares; 2023Q3: 160 shares; 2023Q4: 160 shares 160 $40.4K 0.01% 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 55 shares; 2023Q1: 54 shares; 2023Q2: 57 shares; 2023Q3: 79 shares; 2023Q4: 76 shares 76 $40K 0.01% -3 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,390 shares; 2023Q1: 3,389 shares; 2023Q2: 3,426 shares; 2023Q3: 1,647 shares; 2023Q4: 1,389 shares 1,389 $40K 0.01% -258 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,521 shares; 2023Q1: 4,521 shares; 2023Q2: 4,521 shares; 2023Q3: 4,521 shares; 2023Q4: 4,521 shares 4,521 $39.7K 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 504 shares; 2023Q1: 504 shares; 2023Q2: 504 shares; 2023Q3: 504 shares; 2023Q4: 504 shares 504 $39.3K 0.01% 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 173 shares; 2023Q1: 173 shares; 2023Q2: 173 shares; 2023Q3: 173 shares; 2023Q4: 173 shares 173 $39.1K 0.01% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 519 shares; 2023Q1: 519 shares; 2023Q2: 519 shares; 2023Q3: 519 shares; 2023Q4: 519 shares 519 $39K 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 17 shares; 2023Q1: 17 shares; 2023Q2: 17 shares; 2023Q3: 17 shares; 2023Q4: 17 shares 17 $38.9K 0.01% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 366 shares 366 $38.6K 0.01% new 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,232 shares; 2023Q1: 4,464 shares; 2023Q2: 6,696 shares; 2023Q3: 6,696 shares; 2023Q4: 6,696 shares 6,696 $38K 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,047 shares; 2023Q1: 1,047 shares; 2023Q2: 1,047 shares; 2023Q3: 1,135 shares; 2023Q4: 986 shares 986 $37.2K 0.01% -149 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 581 shares; 2023Q3: 581 shares; 2023Q4: 746 shares 746 $35.7K 0.01% +165 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 400 shares; 2023Q1: 406 shares; 2023Q2: 406 shares; 2023Q3: 406 shares; 2023Q4: 406 shares 406 $34.6K 0.01% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,646 shares; 2023Q1: 146 shares; 2023Q2: 146 shares; 2023Q3: 146 shares; 2023Q4: 146 shares 146 $33.8K 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 108 shares; 2023Q1: 100 shares; 2023Q2: 104 shares; 2023Q3: 159 shares; 2023Q4: 155 shares 155 $33.5K 0.01% -4 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 16 shares; 2023Q3: 16 shares; 2023Q4: 350 shares 350 $33.1K 0.01% +334 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 219 shares; 2023Q1: 219 shares; 2023Q2: 219 shares; 2023Q3: 219 shares; 2023Q4: 219 shares 219 $32.6K 0.01% 0 Timeline BF-A BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 540 shares; 2023Q1: 540 shares; 2023Q2: 540 shares; 2023Q3: 540 shares; 2023Q4: 540 shares 540 $32.2K 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 855 shares; 2023Q3: 855 shares; 2023Q4: 855 shares 855 $32.1K 0.01% 0 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,700 shares; 2023Q1: 3,700 shares; 2023Q2: 3,700 shares; 2023Q3: 3,700 shares; 2023Q4: 3,700 shares 3,700 $31.8K 0.01% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 170 shares; 2023Q1: 169 shares; 2023Q2: 169 shares; 2023Q3: 169 shares; 2023Q4: 169 shares 169 $31.7K 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 61 shares; 2023Q1: 61 shares; 2023Q2: 61 shares; 2023Q3: 61 shares; 2023Q4: 61 shares 61 $31K 0.01% 0 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 116 shares; 2023Q3: 116 shares; 2023Q4: 169 shares 169 $30.9K 0.01% +53 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 58 shares; 2023Q1: 58 shares; 2023Q2: 58 shares; 2023Q3: 58 shares; 2023Q4: 58 shares 58 $30.8K 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,750 shares; 2023Q1: 1,750 shares; 2023Q2: 1,750 shares; 2023Q3: 1,750 shares; 2023Q4: 1,750 shares 1,750 $30.4K 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 608 shares; 2023Q1: 602 shares; 2023Q2: 602 shares; 2023Q3: 654 shares; 2023Q4: 602 shares 602 $30.3K 0.01% -52 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 218 shares; 2023Q1: 311 shares; 2023Q2: 218 shares; 2023Q3: 218 shares; 2023Q4: 218 shares 218 $29.9K 0.01% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 379 shares; 2023Q1: 379 shares; 2023Q2: 379 shares; 2023Q3: 379 shares; 2023Q4: 379 shares 379 $29.8K 0.01% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 309 shares; 2023Q1: 309 shares; 2023Q2: 576 shares; 2023Q3: 576 shares; 2023Q4: 309 shares 309 $29.8K 0.01% -267 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 64 shares; 2023Q1: 64 shares; 2023Q2: 64 shares; 2023Q3: 64 shares; 2023Q4: 64 shares 64 $29.3K 0.01% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 350 shares; 2023Q1: 350 shares; 2023Q2: 350 shares; 2023Q3: 350 shares; 2023Q4: 350 shares 350 $28.9K 0.01% 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 143 shares; 2023Q1: 143 shares; 2023Q2: 143 shares; 2023Q3: 143 shares; 2023Q4: 168 shares 168 $28.7K 0.01% +25 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,223 shares 1,223 $28.6K 0.01% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 31 shares; 2023Q2: 31 shares; 2023Q3: 69 shares; 2023Q4: 69 shares 69 $28.3K 0.01% 0 Timeline BROOKFIELD RENEWABLE CORP BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 954 shares; 2023Q1: 954 shares; 2023Q2: 954 shares; 2023Q3: 954 shares; 2023Q4: 954 shares 954 $27.5K 0.01% 0 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 400 shares; 2023Q1: 400 shares; 2023Q2: 1,970 shares; 2023Q3: 2,120 shares; 2023Q4: 400 shares 400 $27.4K 0.01% -1,720 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 300 shares; 2023Q1: 300 shares; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: 300 shares 300 $27.3K 0.01% 0 Timeline SANDY SPRING BANCORP INC SANDY SPRING BANCORP INC More: the full row for SANDY SPRING BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,000 shares; 2023Q1: 1,000 shares; 2023Q2: 1,000 shares; 2023Q3: 1,000 shares; 2023Q4: 1,000 shares 1,000 $27.2K 0.01% 0 NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 284 shares; 2023Q3: 284 shares; 2023Q4: 284 shares 284 $27K 0.01% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 187 shares; 2023Q1: 187 shares; 2023Q2: 188 shares; 2023Q3: 189 shares; 2023Q4: 190 shares 190 $27K 0.01% +1 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 654 shares; 2023Q1: 607 shares; 2023Q2: 416 shares; 2023Q3: 153 shares; 2023Q4: 195 shares 195 $26.9K 0.01% +42 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 37 shares; 2023Q1: 36 shares; 2023Q2: 36 shares; 2023Q3: 156 shares; 2023Q4: 156 shares 156 $26.6K 0.01% 0 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 783 shares 783 $26.4K 0.01% new Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 541 shares; 2023Q1: 541 shares; 2023Q2: 541 shares; 2023Q3: 541 shares; 2023Q4: 541 shares 541 $25.7K 0.01% 0 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 100 shares; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 106 shares 106 $25.6K 0.01% +6 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 350 shares; 2023Q4: 350 shares 350 $25.4K 0.01% 0 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,500 shares; 2023Q1: 1,500 shares; 2023Q2: 1,500 shares; 2023Q3: 1,500 shares; 2023Q4: 1,500 shares 1,500 $25.4K 0.01% 0 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 528 shares 528 $25.4K 0.01% new Timeline CARG CARGURUS INC More: the full row for CARGURUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,000 shares; 2023Q1: 1,000 shares; 2023Q2: 1,000 shares; 2023Q3: 1,000 shares; 2023Q4: 1,000 shares 1,000 $24.2K 0.01% 0 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 163 shares; 2023Q3: 163 shares; 2023Q4: 163 shares 163 $23.8K 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 489 shares; 2023Q1: 489 shares; 2023Q2: 839 shares; 2023Q3: 489 shares; 2023Q4: 489 shares 489 $23K 0.01% 0 Timeline ORA ORMAT TECHNOLOGIES INC More: the full row for ORMAT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 293 shares; 2023Q1: 293 shares; 2023Q2: 293 shares; 2023Q3: 293 shares; 2023Q4: 293 shares 293 $22.2K 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 193 shares; 2023Q1: 191 shares; 2023Q2: 191 shares; 2023Q3: 191 shares; 2023Q4: 191 shares 191 $22.2K 0.01% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 74 shares; 2023Q1: 74 shares; 2023Q2: 74 shares; 2023Q3: 74 shares; 2023Q4: 74 shares 74 $21.9K 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 204 shares; 2023Q1: 204 shares; 2023Q2: 204 shares; 2023Q3: 204 shares; 2023Q4: 393 shares 393 $21.9K 0.01% +189 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 591 shares; 2023Q1: 591 shares; 2023Q2: 591 shares; 2023Q3: 591 shares; 2023Q4: 591 shares 591 $21.6K 0.01% 0 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 579 shares; 2023Q1: 579 shares; 2023Q2: 579 shares; 2023Q3: 579 shares; 2023Q4: 579 shares 579 $20.8K 0.01% 0 Timeline BBJP 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 396 shares 396 $20.8K 0.01% new 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 222 shares; 2023Q3: 222 shares; 2023Q4: 222 shares 222 $20.3K 0.01% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 53 shares; 2023Q1: 52 shares; 2023Q2: 52 shares; 2023Q3: 52 shares; 2023Q4: 52 shares 52 $20K 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 366 shares; 2023Q1: 366 shares; 2023Q2: 366 shares; 2023Q3: 366 shares; 2023Q4: 366 shares 366 $19.8K <0.01% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,000 shares; 2023Q1: 1,000 shares; 2023Q2: 1,000 shares; 2023Q3: 1,000 shares; 2023Q4: 1,000 shares 1,000 $19.4K <0.01% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 578 shares; 2023Q1: 578 shares; 2023Q2: 527 shares; 2023Q3: 527 shares; 2023Q4: 175 shares 175 $19.1K <0.01% -352 Timeline 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 322 shares; 2023Q1: 322 shares; 2023Q2: 322 shares; 2023Q3: 322 shares; 2023Q4: 322 shares 322 $19K <0.01% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 82 shares; 2023Q1: 82 shares; 2023Q2: 82 shares; 2023Q3: 82 shares; 2023Q4: 82 shares 82 $18.8K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 40 shares; 2023Q1: 40 shares; 2023Q2: 40 shares; 2023Q3: 40 shares; 2023Q4: 40 shares 40 $18.7K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 534 shares; 2023Q1: 534 shares; 2023Q2: 534 shares; 2023Q3: 534 shares; 2023Q4: 534 shares 534 $18.7K <0.01% 0 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 169 shares; 2023Q1: 169 shares; 2023Q2: 169 shares; 2023Q3: 838 shares; 2023Q4: 353 shares 353 $18.5K <0.01% -485 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 210 shares; 2023Q1: 210 shares; 2023Q2: 210 shares; 2023Q3: 210 shares; 2023Q4: 210 shares 210 $18.4K <0.01% 0 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 77 shares; 2023Q1: 77 shares; 2023Q2: 77 shares; 2023Q3: 77 shares; 2023Q4: 77 shares 77 $18.3K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 300 shares; 2023Q1: 318 shares; 2023Q2: 318 shares; 2023Q3: 318 shares; 2023Q4: 318 shares 318 $18.3K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 75 shares; 2023Q1: 75 shares; 2023Q2: 75 shares; 2023Q3: 75 shares; 2023Q4: 75 shares 75 $18.1K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 41 shares; 2023Q1: 41 shares; 2023Q2: 41 shares; 2023Q3: 241 shares; 2023Q4: 200 shares 200 $18K <0.01% -41 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 99 shares; 2023Q1: 99 shares; 2023Q2: 99 shares; 2023Q3: 99 shares; 2023Q4: 99 shares 99 $17.7K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 601 shares; 2023Q1: 607 shares; 2023Q2: 607 shares; 2023Q3: 613 shares; 2023Q4: 613 shares 613 $17.7K <0.01% 0 Timeline SPHB 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 213 shares 213 $17.6K <0.01% new Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,148 shares; 2023Q1: 2,148 shares; 2023Q2: 2,148 shares; 2023Q3: 2,148 shares; 2023Q4: 1,037 shares 1,037 $17.4K <0.01% -1,111 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 171 shares; 2023Q1: 170 shares; 2023Q2: 170 shares; 2023Q3: 260 shares; 2023Q4: 110 shares 110 $17.3K <0.01% -150 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 150 shares; 2023Q1: 174 shares; 2023Q2: 174 shares; 2023Q3: 174 shares; 2023Q4: 174 shares 174 $17.3K <0.01% 0 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 722 shares 722 $17.2K <0.01% new 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 290 shares; 2023Q1: 290 shares; 2023Q2: 290 shares; 2023Q3: 290 shares; 2023Q4: 290 shares 290 $16.7K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,481 shares; 2023Q1: 2,481 shares; 2023Q2: 2,481 shares; 2023Q3: 2,481 shares; 2023Q4: 2,481 shares 2,481 $16.4K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 118 shares; 2023Q1: 118 shares; 2023Q2: 118 shares; 2023Q3: 118 shares; 2023Q4: 118 shares 118 $16.3K <0.01% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 161 shares; 2023Q1: 161 shares; 2023Q2: 161 shares; 2023Q3: 161 shares; 2023Q4: 161 shares 161 $16.3K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 46 shares; 2023Q1: 46 shares; 2023Q2: 46 shares; 2023Q3: 46 shares; 2023Q4: 46 shares 46 $16.2K <0.01% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 259 shares; 2023Q1: 259 shares; 2023Q2: 259 shares; 2023Q3: 259 shares; 2023Q4: 259 shares 259 $16K <0.01% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 208 shares; 2023Q1: 208 shares; 2023Q2: 208 shares; 2023Q3: 208 shares; 2023Q4: 208 shares 208 $15.9K <0.01% 0 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 268 shares; 2023Q1: 268 shares; 2023Q2: 268 shares; 2023Q3: 268 shares; 2023Q4: 268 shares 268 $15.7K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 59 shares; 2023Q1: 59 shares; 2023Q2: 59 shares; 2023Q3: 59 shares; 2023Q4: 59 shares 59 $15.5K <0.01% 0 Timeline PZA 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 638 shares 638 $15.4K <0.01% new Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 300 shares; 2023Q1: 300 shares; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: 300 shares 300 $15.3K <0.01% 0 Timeline CDXS CODEXIS INC More: the full row for CODEXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 5,000 shares; 2023Q4: 5,000 shares 5,000 $15.2K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 234 shares; 2023Q1: 429 shares; 2023Q2: 234 shares; 2023Q3: 234 shares; 2023Q4: 234 shares 234 $15.1K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 393 shares; 2023Q1: 393 shares; 2023Q2: 393 shares; 2023Q3: 393 shares; 2023Q4: 393 shares 393 $15K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 317 shares; 2023Q1: 319 shares; 2023Q2: 320 shares; 2023Q3: 322 shares; 2023Q4: 325 shares 325 $14.8K <0.01% +3 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 61 shares; 2023Q1: 61 shares; 2023Q2: 61 shares; 2023Q3: 61 shares; 2023Q4: 61 shares 61 $14.6K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 110 shares; 2023Q1: 110 shares; 2023Q2: 110 shares; 2023Q3: 110 shares; 2023Q4: 110 shares 110 $14.5K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 73 shares; 2023Q1: 72 shares; 2023Q2: 72 shares; 2023Q3: 72 shares; 2023Q4: 72 shares 72 $14.3K <0.01% 0 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 233 shares; 2023Q1: 233 shares; 2023Q2: 233 shares; 2023Q3: 233 shares; 2023Q4: 233 shares 233 $14.3K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 34 shares; 2023Q1: 34 shares; 2023Q2: 34 shares; 2023Q3: 34 shares; 2023Q4: 34 shares 34 $14.2K <0.01% 0 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4 shares 4 $14.2K <0.01% new Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 484 shares 484 $14.1K <0.01% new 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 194 shares; 2023Q1: 194 shares; 2023Q2: 194 shares; 2023Q3: 194 shares; 2023Q4: 194 shares 194 $14.1K <0.01% 0 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 100 shares; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares 100 $13.9K <0.01% 0 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 360 shares; 2023Q1: 360 shares; 2023Q2: 360 shares; 2023Q3: 360 shares; 2023Q4: 360 shares 360 $13.8K <0.01% 0 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 206 shares; 2023Q3: 206 shares; 2023Q4: 206 shares 206 $13.8K <0.01% 0 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 31 shares; 2023Q1: 31 shares; 2023Q2: 35 shares; 2023Q3: 35 shares; 2023Q4: 31 shares 31 $13.7K <0.01% -4 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 150 shares; 2023Q1: 150 shares; 2023Q2: 150 shares; 2023Q3: 150 shares; 2023Q4: 150 shares 150 $13.4K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 201 shares; 2023Q1: 201 shares; 2023Q2: 201 shares; 2023Q3: 201 shares; 2023Q4: 233 shares 233 $12.8K <0.01% +32 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 19 shares; 2023Q1: 18 shares; 2023Q2: 18 shares; 2023Q3: 18 shares; 2023Q4: 18 shares 18 $12.7K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 83 shares; 2023Q1: 83 shares; 2023Q2: 83 shares; 2023Q3: 83 shares; 2023Q4: 83 shares 83 $12.3K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 145 shares; 2023Q4: 145 shares 145 $12.2K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 135 shares; 2023Q1: 135 shares; 2023Q2: 135 shares; 2023Q3: 136 shares; 2023Q4: 135 shares 135 $12K <0.01% -1 Timeline PLOW DOUGLAS DYNAMICS INC More: the full row for DOUGLAS DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 400 shares; 2023Q1: 400 shares; 2023Q2: 400 shares; 2023Q3: 400 shares; 2023Q4: 400 shares 400 $11.9K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 72 shares; 2023Q1: 72 shares; 2023Q2: 72 shares; 2023Q3: 72 shares; 2023Q4: 72 shares 72 $11.8K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 653 shares; 2023Q1: 653 shares; 2023Q2: 653 shares; 2023Q3: 653 shares; 2023Q4: 653 shares 653 $11.8K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 21 shares; 2023Q1: 21 shares; 2023Q2: 21 shares; 2023Q3: 21 shares; 2023Q4: 21 shares 21 $11.7K <0.01% 0 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 125 shares; 2023Q1: 125 shares; 2023Q2: 125 shares; 2023Q3: 125 shares; 2023Q4: 125 shares 125 $11.6K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 32 shares; 2023Q1: 32 shares; 2023Q2: 32 shares; 2023Q3: 32 shares; 2023Q4: 32 shares 32 $11.6K <0.01% 0 LABORATORY CRP OF AMER HLDGS LABORATORY CRP OF AMER HLDGS More: the full row for LABORATORY CRP OF AMER HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 50 shares; 2023Q1: 50 shares; 2023Q2: 50 shares; 2023Q3: 50 shares; 2023Q4: 50 shares 50 $11.4K <0.01% 0 ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 240 shares 240 $11.3K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 125 shares; 2023Q1: 125 shares; 2023Q2: 125 shares; 2023Q3: 125 shares; 2023Q4: 125 shares 125 $11.2K <0.01% 0 NAVI NAVIENT CORPORATION More: the full row for NAVIENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 575 shares; 2023Q1: 581 shares; 2023Q2: 586 shares; 2023Q3: 591 shares; 2023Q4: 596 shares 596 $11.1K <0.01% +5 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 180 shares; 2023Q1: 180 shares; 2023Q2: 180 shares; 2023Q3: 190 shares; 2023Q4: 180 shares 180 $11.1K <0.01% -10 Timeline CALLON PETROLEUM CORP CALLON PETROLEUM CORP More: the full row for CALLON PETROLEUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 379 shares; 2023Q1: 379 shares; 2023Q2: 379 shares; 2023Q3: 379 shares; 2023Q4: 339 shares 339 $11K <0.01% -40 TLTE FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 214 shares; 2023Q3: 214 shares; 2023Q4: 214 shares 214 $10.9K <0.01% 0 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 93 shares; 2023Q1: 93 shares; 2023Q2: 93 shares; 2023Q3: 93 shares; 2023Q4: 93 shares 93 $10.9K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 400 shares; 2023Q1: 400 shares; 2023Q2: 400 shares; 2023Q3: 400 shares; 2023Q4: 400 shares 400 $10.8K <0.01% 0 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 529 shares; 2023Q1: 529 shares; 2023Q2: 529 shares; 2023Q3: 529 shares; 2023Q4: 529 shares 529 $10.7K <0.01% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 200 shares; 2023Q3: 108 shares; 2023Q4: 87 shares 87 $10.6K <0.01% -21 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 53 shares; 2023Q1: 53 shares; 2023Q2: 53 shares; 2023Q3: 53 shares; 2023Q4: 53 shares 53 $10.2K <0.01% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 279 shares; 2023Q1: 279 shares; 2023Q2: 279 shares; 2023Q3: 279 shares; 2023Q4: 279 shares 279 $10K <0.01% 0 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 1,000 shares; 2023Q2: 1,000 shares; 2023Q3: 1,000 shares; 2023Q4: 1,000 shares 1,000 $9.95K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 128 shares; 2023Q2: 128 shares; 2023Q3: 128 shares; 2023Q4: 128 shares 128 $9.9K <0.01% 0 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 58 shares; 2023Q1: 58 shares; 2023Q2: 52 shares; 2023Q3: 52 shares; 2023Q4: 52 shares 52 $9.88K <0.01% 0 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 66 shares; 2023Q1: 66 shares; 2023Q2: 66 shares; 2023Q3: 66 shares; 2023Q4: 66 shares 66 $9.61K <0.01% 0 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 309 shares; 2023Q1: 309 shares; 2023Q2: 309 shares; 2023Q3: 309 shares; 2023Q4: 309 shares 309 $9.55K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,086 shares; 2023Q1: 3,086 shares; 2023Q2: 3,086 shares; 2023Q3: 3,086 shares; 2023Q4: 186 shares 186 $9.54K <0.01% -2,900 Timeline AVSD 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 128 shares; 2023Q3: 128 shares; 2023Q4: 177 shares 177 $9.54K <0.01% +49 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 138 shares; 2023Q1: 138 shares; 2023Q2: 138 shares; 2023Q3: 138 shares; 2023Q4: 138 shares 138 $9.35K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 112 shares; 2023Q1: 112 shares; 2023Q2: 112 shares; 2023Q3: 112 shares; 2023Q4: 112 shares 112 $9.1K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 85 shares; 2023Q1: 85 shares; 2023Q2: 85 shares; 2023Q3: 85 shares; 2023Q4: 117 shares 117 $9K <0.01% +32 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 65 shares; 2023Q1: 65 shares; 2023Q2: 65 shares; 2023Q3: 65 shares; 2023Q4: 65 shares 65 $8.84K <0.01% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 252 shares; 2023Q1: 252 shares; 2023Q2: 276 shares; 2023Q3: 276 shares; 2023Q4: 252 shares 252 $8.78K <0.01% -24 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 200 shares 200 $8.74K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 36 shares; 2023Q1: 36 shares; 2023Q2: 36 shares; 2023Q3: 36 shares; 2023Q4: 36 shares 36 $8.67K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 227 shares; 2023Q1: 227 shares; 2023Q2: 227 shares; 2023Q3: 227 shares; 2023Q4: 227 shares 227 $8.32K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 73 shares; 2023Q3: 73 shares; 2023Q4: 73 shares 73 $8.32K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 27 shares; 2023Q1: 27 shares; 2023Q2: 27 shares; 2023Q3: 27 shares; 2023Q4: 27 shares 27 $8.09K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 96 shares; 2023Q2: 96 shares; 2023Q3: 96 shares; 2023Q4: 196 shares 196 $7.88K <0.01% +100 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 38 shares; 2023Q1: 38 shares; 2023Q2: 38 shares; 2023Q3: 38 shares; 2023Q4: 38 shares 38 $7.86K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 180 shares; 2023Q1: 180 shares; 2023Q2: 180 shares; 2023Q3: 180 shares; 2023Q4: 180 shares 180 $7.85K <0.01% 0 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 135 shares; 2023Q1: 135 shares; 2023Q2: 135 shares; 2023Q3: 135 shares; 2023Q4: 135 shares 135 $7.85K <0.01% 0 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 74 shares 74 $7.8K <0.01% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 57 shares; 2023Q1: 56 shares; 2023Q2: 56 shares; 2023Q3: 56 shares; 2023Q4: 56 shares 56 $7.46K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 38 shares; 2023Q1: 38 shares; 2023Q2: 38 shares; 2023Q3: 38 shares; 2023Q4: 38 shares 38 $7.26K <0.01% 0 Timeline 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 513 shares; 2023Q1: 513 shares; 2023Q2: 513 shares; 2023Q3: 513 shares; 2023Q4: 513 shares 513 $7.08K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 200 shares 200 $6.95K <0.01% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 105 shares; 2023Q1: 105 shares; 2023Q2: 105 shares; 2023Q3: 280 shares; 2023Q4: 105 shares 105 $6.94K <0.01% -175 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 14 shares; 2023Q1: 14 shares; 2023Q2: 14 shares; 2023Q3: 14 shares; 2023Q4: 14 shares 14 $6.78K <0.01% 0 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 250 shares; 2023Q1: 250 shares; 2023Q2: 250 shares; 2023Q3: 250 shares; 2023Q4: 250 shares 250 $6.74K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 398 shares; 2023Q1: 398 shares; 2023Q2: 398 shares; 2023Q3: 398 shares; 2023Q4: 398 shares 398 $6.74K <0.01% 0 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 167 shares; 2023Q1: 167 shares; 2023Q2: 167 shares; 2023Q3: 167 shares; 2023Q4: 167 shares 167 $6.74K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 42 shares; 2023Q1: 42 shares; 2023Q2: 42 shares; 2023Q3: 42 shares; 2023Q4: 42 shares 42 $6.69K <0.01% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 62 shares; 2023Q1: 62 shares; 2023Q2: 62 shares; 2023Q3: 62 shares; 2023Q4: 62 shares 62 $6.67K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 465 shares; 2023Q1: 465 shares; 2023Q2: 465 shares; 2023Q3: 465 shares; 2023Q4: 465 shares 465 $6.63K <0.01% 0 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 88 shares; 2023Q1: 88 shares; 2023Q2: 88 shares; 2023Q3: 88 shares; 2023Q4: 88 shares 88 $6.53K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 781 shares; 2023Q1: 781 shares; 2023Q2: 781 shares; 2023Q3: 781 shares; 2023Q4: 781 shares 781 $6.52K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 14 shares; 2023Q1: 14 shares; 2023Q2: 14 shares; 2023Q3: 14 shares; 2023Q4: 14 shares 14 $6.35K <0.01% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 25 shares; 2023Q1: 25 shares; 2023Q2: 25 shares; 2023Q3: 25 shares; 2023Q4: 25 shares 25 $6.31K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,000 shares; 2023Q3: 1,000 shares; 2023Q4: 1,000 shares 1,000 $6.12K <0.01% 0 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 960 shares 960 $5.89K <0.01% new 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 45 shares; 2023Q1: 45 shares; 2023Q2: 45 shares; 2023Q3: 45 shares; 2023Q4: 45 shares 45 $5.59K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 52 shares; 2023Q1: 50 shares; 2023Q2: 50 shares; 2023Q3: 50 shares; 2023Q4: 50 shares 50 $5.43K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 53 shares; 2023Q1: 53 shares; 2023Q2: 53 shares; 2023Q3: 53 shares; 2023Q4: 53 shares 53 $5.36K <0.01% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 168 shares; 2023Q3: 168 shares; 2023Q4: 54 shares 54 $5.34K <0.01% -114 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 72 shares; 2023Q1: 72 shares; 2023Q2: 72 shares; 2023Q3: 72 shares; 2023Q4: 72 shares 72 $4.92K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 120 shares 120 $4.84K <0.01% new Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 48 shares; 2023Q2: 48 shares; 2023Q3: 48 shares; 2023Q4: 48 shares 48 $4.58K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 14 shares; 2023Q1: 13 shares; 2023Q2: 13 shares; 2023Q3: 13 shares; 2023Q4: 13 shares 13 $4.56K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 30 shares; 2023Q1: 30 shares; 2023Q2: 30 shares; 2023Q3: 30 shares; 2023Q4: 30 shares 30 $4.49K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 24 shares; 2023Q1: 24 shares; 2023Q2: 24 shares; 2023Q3: 24 shares; 2023Q4: 24 shares 24 $4.4K <0.01% 0 Timeline WOLFSPEED INC WOLFSPEED INC More: the full row for WOLFSPEED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 100 shares; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares 100 $4.35K <0.01% 0 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 86 shares; 2023Q1: 86 shares; 2023Q2: 86 shares; 2023Q3: 86 shares; 2023Q4: 86 shares 86 $4.16K <0.01% 0 Timeline 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 1,568 shares; 2023Q2: 1,568 shares; 2023Q3: 1,568 shares; 2023Q4: 1,568 shares 1,568 $4.11K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 51 shares; 2023Q1: 51 shares; 2023Q2: 51 shares; 2023Q3: 51 shares; 2023Q4: 51 shares 51 $4.09K <0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 85 shares; 2023Q1: 85 shares; 2023Q2: 85 shares; 2023Q3: 85 shares; 2023Q4: 85 shares 85 $4.07K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 18 shares; 2023Q1: 18 shares; 2023Q2: 18 shares; 2023Q3: 18 shares; 2023Q4: 18 shares 18 $3.96K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 39 shares; 2023Q1: 39 shares; 2023Q2: 39 shares; 2023Q3: 39 shares; 2023Q4: 39 shares 39 $3.88K <0.01% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 47 shares 47 $3.87K <0.01% new Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 39 shares; 2023Q1: 39 shares; 2023Q2: 39 shares; 2023Q3: 39 shares; 2023Q4: 39 shares 39 $3.7K <0.01% 0 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 49 shares; 2023Q1: 49 shares; 2023Q2: 49 shares; 2023Q3: 49 shares; 2023Q4: 49 shares 49 $3.65K <0.01% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 6 shares; 2023Q1: 6 shares; 2023Q2: 6 shares; 2023Q3: 6 shares; 2023Q4: 6 shares 6 $3.58K <0.01% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 20 shares; 2023Q1: 20 shares; 2023Q2: 90 shares; 2023Q3: 20 shares; 2023Q4: 20 shares 20 $3.58K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 192 shares; 2023Q1: 192 shares; 2023Q2: 192 shares; 2023Q3: 192 shares; 2023Q4: 192 shares 192 $3.53K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 397 shares; 2023Q1: 397 shares; 2023Q2: 397 shares; 2023Q3: 397 shares; 2023Q4: 397 shares 397 $3.42K <0.01% 0 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 80 shares; 2023Q1: 80 shares; 2023Q2: 80 shares; 2023Q3: 80 shares; 2023Q4: 80 shares 80 $3.4K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7 shares; 2023Q1: 7 shares; 2023Q2: 7 shares; 2023Q3: 7 shares; 2023Q4: 7 shares 7 $3.23K <0.01% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 296 shares; 2023Q1: 263 shares; 2023Q2: 263 shares; 2023Q3: 290 shares; 2023Q4: 290 shares 290 $3.14K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 100 shares; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares 100 $3.04K <0.01% 0 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 437 shares; 2023Q1: 437 shares; 2023Q2: 437 shares; 2023Q3: 437 shares; 2023Q4: 437 shares 437 $3.04K <0.01% 0 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 200 shares; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 200 shares 200 $2.9K <0.01% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 24 shares; 2023Q2: 24 shares; 2023Q3: 24 shares; 2023Q4: 24 shares 24 $2.86K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 28 shares; 2023Q1: 28 shares; 2023Q2: 28 shares; 2023Q3: 28 shares; 2023Q4: 28 shares 28 $2.85K <0.01% 0 Timeline TBLD THORNBURG INCM BUILDER OPP T More: the full row for THORNBURG INCM BUILDER OPP T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 175 shares 175 $2.71K <0.01% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7 shares; 2023Q1: 7 shares; 2023Q2: 7 shares; 2023Q3: 7 shares; 2023Q4: 7 shares 7 $2.66K <0.01% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,294 shares; 2023Q1: 1,294 shares; 2023Q2: 1,294 shares; 2023Q3: 1,194 shares; 2023Q4: 17 shares 17 $2.59K <0.01% -1,177 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 20 shares; 2023Q1: 20 shares; 2023Q2: 20 shares; 2023Q3: 20 shares; 2023Q4: 20 shares 20 $2.58K <0.01% 0 Timeline RAVI FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 34 shares; 2023Q3: 34 shares; 2023Q4: 34 shares 34 $2.55K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 734 shares; 2023Q1: 734 shares; 2023Q2: 734 shares; 2023Q3: 734 shares; 2023Q4: 223 shares 223 $2.54K <0.01% -511 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 31 shares; 2023Q1: 31 shares; 2023Q2: 194 shares; 2023Q3: 31 shares; 2023Q4: 31 shares 31 $2.23K <0.01% 0 Timeline AVLV 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 924 shares; 2023Q1: 185 shares; 2023Q2: 185 shares; 2023Q3: 185 shares; 2023Q4: 38 shares 38 $2.19K <0.01% -147 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 13 shares; 2023Q1: 13 shares; 2023Q2: 13 shares; 2023Q3: 13 shares; 2023Q4: 13 shares 13 $2.14K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 16 shares; 2023Q1: 16 shares; 2023Q2: 16 shares; 2023Q3: 16 shares; 2023Q4: 16 shares 16 $2.06K <0.01% 0 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 20 shares; 2023Q1: 20 shares; 2023Q2: 20 shares; 2023Q3: 20 shares; 2023Q4: 20 shares 20 $1.87K <0.01% 0 Timeline PARAMOUNT GLOBAL PARAMOUNT GLOBAL More: the full row for PARAMOUNT GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,641 shares; 2023Q1: 1,641 shares; 2023Q2: 1,641 shares; 2023Q3: 1,641 shares; 2023Q4: 125 shares 125 $1.85K <0.01% -1,516 WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 14 shares; 2023Q1: 14 shares; 2023Q2: 14 shares; 2023Q3: 14 shares; 2023Q4: 14 shares 14 $1.83K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 80 shares; 2023Q1: 80 shares; 2023Q2: 80 shares; 2023Q3: 80 shares; 2023Q4: 87 shares 87 $1.81K <0.01% +7 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 50 shares; 2023Q4: 50 shares 50 $1.75K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 30 shares; 2023Q1: 30 shares; 2023Q2: 30 shares; 2023Q3: 30 shares; 2023Q4: 30 shares 30 $1.73K <0.01% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 6 shares; 2023Q2: 6 shares; 2023Q3: 6 shares; 2023Q4: 6 shares 6 $1.5K <0.01% 0 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 45 shares; 2023Q1: 45 shares; 2023Q2: 45 shares; 2023Q3: 45 shares; 2023Q4: 45 shares 45 $1.42K <0.01% 0 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 11 shares 11 $1.4K <0.01% new Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,152 shares; 2023Q1: 1,152 shares; 2023Q2: 1,152 shares; 2023Q3: 1,152 shares; 2023Q4: 25 shares 25 $1.38K <0.01% -1,127 Timeline PCY 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 66 shares 66 $1.36K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 300 shares; 2023Q1: 300 shares; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: 300 shares 300 $1.34K <0.01% 0 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 24 shares 24 $1.24K <0.01% new Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 22 shares; 2023Q1: 22 shares; 2023Q2: 22 shares; 2023Q3: 22 shares; 2023Q4: 22 shares 22 $1.07K <0.01% 0 LPX LOUISIANA PAC CORP More: the full row for LOUISIANA PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 15 shares; 2023Q2: 15 shares; 2023Q3: 15 shares; 2023Q4: 15 shares 15 $1.06K <0.01% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 6 shares; 2023Q1: 6 shares; 2023Q2: 6 shares; 2023Q3: 6 shares; 2023Q4: 6 shares 6 $992 <0.01% 0 Timeline FG F&G ANNUITIES & LIFE INC More: the full row for F&G ANNUITIES & LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 20 shares; 2023Q1: 20 shares; 2023Q2: 20 shares; 2023Q3: 20 shares; 2023Q4: 20 shares 20 $920 <0.01% 0 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 10 shares; 2023Q1: 10 shares; 2023Q2: 10 shares; 2023Q3: 10 shares; 2023Q4: 10 shares 10 $759 <0.01% 0 Timeline HANESBRANDS INC HANESBRANDS INC More: the full row for HANESBRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 167 shares; 2023Q1: 167 shares; 2023Q2: 167 shares; 2023Q3: 167 shares; 2023Q4: 167 shares 167 $745 <0.01% 0 OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 145 shares; 2023Q1: 132 shares; 2023Q2: 132 shares; 2023Q3: 149 shares; 2023Q4: 50 shares 50 $721 <0.01% -99 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 20 shares; 2023Q1: 20 shares; 2023Q2: 20 shares; 2023Q3: 20 shares; 2023Q4: 20 shares 20 $705 <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 53 shares; 2023Q1: 53 shares; 2023Q2: 53 shares; 2023Q3: 53 shares; 2023Q4: 53 shares 53 $678 <0.01% 0 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 12 shares; 2023Q1: 12 shares; 2023Q2: 12 shares; 2023Q3: 12 shares; 2023Q4: 12 shares 12 $523 <0.01% 0 Timeline DESKTOP METAL INC DESKTOP METAL INC More: the full row for DESKTOP METAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 500 shares; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: 500 shares 500 $376 <0.01% 0 DBV TECHNOLOGIES S A DBV TECHNOLOGIES S A More: the full row for DBV TECHNOLOGIES S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 270 shares; 2023Q1: 270 shares; 2023Q2: 270 shares; 2023Q3: 270 shares; 2023Q4: 270 shares 270 $258 <0.01% 0 BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3 shares; 2023Q1: 3 shares; 2023Q2: 3 shares; 2023Q3: 3 shares; 2023Q4: 3 shares 3 $233 <0.01% 0 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 12 shares; 2023Q1: 12 shares; 2023Q2: 12 shares; 2023Q3: 12 shares; 2023Q4: 12 shares 12 $203 <0.01% 0 Timeline 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 6 shares 6 $146 <0.01% new Timeline CRBP CORBUS PHARMACEUTICALS HLDGS More: the full row for CORBUS PHARMACEUTICALS HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 23 shares; 2023Q2: 23 shares; 2023Q3: 23 shares; 2023Q4: 23 shares 23 $139 <0.01% 0 Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 85 shares; 2023Q1: 85 shares; 2023Q2: 85 shares; 2023Q3: 85 shares; 2023Q4: 85 shares 85 $54 <0.01% 0 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1 shares 1 $50 <0.01% new Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 31 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1 shares 1 $49 <0.01% new 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 319 shares; 2023Q1: 319 shares; 2023Q2: 319 shares; 2023Q3: 319 shares; 2023Q4: 1 shares 1 $13 <0.01% -318 Timeline CGC CANOPY GROWTH CORPORATION More: the full row for CANOPY GROWTH CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2 shares 2 $11 <0.01% new Timeline