AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 185,666 shares; 2023Q1: 236,010 shares; 2023Q2: 268,366 shares; 2023Q3: 310,167 shares; 2023Q4: 413,907 shares; 2024Q1: 277,964 shares; 2024Q2: 309,077 shares 309,077 $19.2M 6.23% +31,113 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; 2022Q3: restricted; 2022Q4: 121,194 shares; 2023Q1: 121,535 shares; 2023Q2: 119,459 shares; 2023Q3: 118,420 shares; 2023Q4: 107,417 shares; 2024Q1: 104,052 shares; 2024Q2: 99,920 shares 99,920 $16M 5.19% -4,132 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 74,360 shares; 2023Q1: 73,345 shares; 2023Q2: 69,089 shares; 2023Q3: 68,244 shares; 2023Q4: 59,275 shares; 2024Q1: 57,798 shares; 2024Q2: 55,482 shares 55,482 $14.8M 4.81% -2,316 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 44,017 shares; 2023Q1: 50,825 shares; 2023Q2: 57,299 shares; 2023Q3: 60,105 shares; 2023Q4: 65,921 shares; 2024Q1: 56,001 shares; 2024Q2: 60,118 shares 60,118 $14.6M 4.72% +4,117 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 344,970 shares; 2023Q1: 336,695 shares; 2023Q2: 335,214 shares; 2023Q3: 345,972 shares; 2023Q4: 289,669 shares; 2024Q1: 281,880 shares; 2024Q2: 271,054 shares 271,054 $13.4M 4.34% -10,826 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 5,450 shares; 2023Q2: 19,496 shares; 2023Q3: 25,071 shares; 2023Q4: 48,152 shares; 2024Q1: 55,266 shares; 2024Q2: 60,312 shares 60,312 $11.9M 3.85% +5,046 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; 2022Q3: restricted; 2022Q4: 51,249 shares; 2023Q1: 53,464 shares; 2023Q2: 58,404 shares; 2023Q3: 61,809 shares; 2023Q4: 70,379 shares; 2024Q1: 73,015 shares; 2024Q2: 77,841 shares 77,841 $11.7M 3.79% +4,826 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 159,504 shares; 2023Q1: 167,458 shares; 2023Q2: 173,049 shares; 2023Q3: 174,075 shares; 2023Q4: 175,807 shares; 2024Q1: 155,034 shares; 2024Q2: 149,325 shares 149,325 $11.5M 3.74% -5,709 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; 2022Q3: restricted; 2022Q4: 70,354 shares; 2023Q1: 113,932 shares; 2023Q2: 132,010 shares; 2023Q3: 125,291 shares; 2023Q4: 205,756 shares; 2024Q1: 176,910 shares; 2024Q2: 189,203 shares 189,203 $9.84M 3.19% +12,293 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 69,245 shares; 2023Q1: 96,022 shares; 2023Q2: 120,423 shares; 2023Q3: 135,519 shares; 2023Q4: 178,238 shares; 2024Q1: 131,730 shares; 2024Q2: 145,262 shares 145,262 $8.73M 2.83% +13,532 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; 2022Q3: restricted; 2022Q4: 54,202 shares; 2023Q1: 53,744 shares; 2023Q2: 53,959 shares; 2023Q3: 53,888 shares; 2023Q4: 48,276 shares; 2024Q1: 47,391 shares; 2024Q2: 46,364 shares 46,364 $8.46M 2.74% -1,027 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 27,941 shares; 2023Q1: 46,880 shares; 2023Q2: 61,038 shares; 2023Q3: 73,635 shares; 2023Q4: 137,672 shares; 2024Q1: 118,425 shares; 2024Q2: 135,065 shares 135,065 $8.25M 2.67% +16,640 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 52,154 shares; 2023Q1: 51,731 shares; 2023Q2: 51,593 shares; 2023Q3: 50,663 shares; 2023Q4: 46,759 shares; 2024Q1: 47,236 shares; 2024Q2: 45,815 shares 45,815 $7.53M 2.44% -1,421 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; 2022Q3: restricted; 2022Q4: 4,802 shares; 2023Q1: 9,848 shares; 2023Q2: 14,141 shares; 2023Q3: 19,006 shares; 2023Q4: 40,891 shares; 2024Q1: 50,107 shares; 2024Q2: 57,151 shares 57,151 $6.77M 2.19% +7,044 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 43,586 shares; 2023Q1: 42,368 shares; 2023Q2: 42,258 shares; 2023Q3: 41,707 shares; 2023Q4: 32,898 shares; 2024Q1: 32,272 shares; 2024Q2: 30,929 shares 30,929 $6.74M 2.18% -1,343 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 17,481 shares; 2023Q1: 16,913 shares; 2023Q2: 15,614 shares; 2023Q3: 14,793 shares; 2023Q4: 14,234 shares; 2024Q1: 13,248 shares; 2024Q2: 13,155 shares 13,155 $6.58M 2.13% -93 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; 2022Q3: restricted; 2022Q4: 6,176 shares; 2023Q1: 7,760 shares; 2023Q2: 17,554 shares; 2023Q3: 21,561 shares; 2023Q4: 147,653 shares; 2024Q1: 107,253 shares; 2024Q2: 157,110 shares 157,110 $6.53M 2.11% +49,857 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 46,768 shares; 2024Q1: 64,857 shares; 2024Q2: 119,715 shares 119,715 $6.33M 2.05% +54,858 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 185,889 shares; 2023Q1: 170,124 shares; 2023Q2: 170,187 shares; 2023Q3: 167,863 shares; 2023Q4: 140,742 shares; 2024Q1: 137,366 shares; 2024Q2: 133,691 shares 133,691 $5.85M 1.9% -3,675 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 12,873 shares; 2023Q1: 12,736 shares; 2023Q2: 12,648 shares; 2023Q3: 12,559 shares; 2023Q4: 10,504 shares; 2024Q1: 9,951 shares; 2024Q2: 9,633 shares 9,633 $5.27M 1.71% -318 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; 2022Q3: restricted; 2022Q4: 8,873 shares; 2023Q1: 35,368 shares; 2023Q2: 55,820 shares; 2023Q3: 62,976 shares; 2023Q4: 111,267 shares; 2024Q1: 106,579 shares; 2024Q2: 101,336 shares 101,336 $5.02M 1.63% -5,243 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; 2022Q3: restricted; 2022Q4: 507,070 shares; 2023Q1: 601,585 shares; 2023Q2: 658,004 shares; 2023Q3: 679,873 shares; 2023Q4: 734,725 shares; 2024Q1: 169,732 shares; 2024Q2: 127,712 shares 127,712 $4.79M 1.55% -42,020 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; 2022Q3: restricted; 2022Q4: 63,649 shares; 2023Q1: 56,926 shares; 2023Q2: 53,126 shares; 2023Q3: 51,340 shares; 2023Q4: 41,826 shares; 2024Q1: 41,369 shares; 2024Q2: 39,668 shares 39,668 $4.66M 1.51% -1,701 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; 2022Q3: restricted; 2022Q4: 122,589 shares; 2023Q1: 122,589 shares; 2023Q2: 123,511 shares; 2023Q3: 123,141 shares; 2023Q4: 123,333 shares; 2024Q1: 123,333 shares; 2024Q2: 124,269 shares 124,269 $4.36M 1.41% +936 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; 2022Q3: restricted; 2022Q4: 2,637 shares; 2023Q1: 16,230 shares; 2023Q2: 47,019 shares; 2023Q3: 66,285 shares; 2023Q4: 133,638 shares; 2024Q1: 129,305 shares; 2024Q2: 146,415 shares 146,415 $4.21M 1.37% +17,110 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; 2022Q3: restricted; 2022Q4: 87,512 shares; 2023Q1: 87,512 shares; 2023Q2: 87,512 shares; 2023Q3: 86,223 shares; 2023Q4: 82,937 shares; 2024Q1: 83,011 shares; 2024Q2: 82,840 shares 82,840 $4.04M 1.31% -171 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; 2022Q3: restricted; 2022Q4: 151,662 shares; 2023Q1: 151,662 shares; 2023Q2: 152,080 shares; 2023Q3: 151,905 shares; 2023Q4: 120,470 shares; 2024Q1: 120,470 shares; 2024Q2: 120,853 shares 120,853 $3.84M 1.24% +383 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 13,446 shares; 2023Q1: 13,446 shares; 2023Q2: 13,446 shares; 2023Q3: 13,504 shares; 2023Q4: 13,738 shares; 2024Q1: 65,725 shares; 2024Q2: 63,965 shares 63,965 $3.74M 1.21% -1,760 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; 2022Q3: restricted; 2022Q4: 50,115 shares; 2023Q1: 50,130 shares; 2023Q2: 50,153 shares; 2023Q3: 50,173 shares; 2023Q4: 47,556 shares; 2024Q1: 47,573 shares; 2024Q2: 47,599 shares 47,599 $3.73M 1.21% +26 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; 2022Q3: restricted; 2022Q4: 52,437 shares; 2023Q1: 51,900 shares; 2023Q2: 51,963 shares; 2023Q3: 52,020 shares; 2023Q4: 49,680 shares; 2024Q1: 49,729 shares; 2024Q2: 49,748 shares 49,748 $3.63M 1.18% +19 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 40,474 shares; 2023Q1: 40,272 shares; 2023Q2: 40,272 shares; 2023Q3: 43,272 shares; 2023Q4: 43,272 shares; 2024Q1: 42,591 shares; 2024Q2: 41,937 shares 41,937 $3.28M 1.06% -654 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; 2022Q3: restricted; 2022Q4: 63,314 shares; 2023Q1: 63,349 shares; 2023Q2: 63,389 shares; 2023Q3: 63,602 shares; 2023Q4: 63,639 shares; 2024Q1: 62,720 shares; 2024Q2: 62,758 shares 62,758 $3.22M 1.04% +38 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; 2022Q3: restricted; 2022Q4: 120,118 shares; 2023Q1: 103,358 shares; 2023Q2: 84,820 shares; 2023Q3: 66,500 shares; 2023Q4: 42,202 shares; 2024Q1: 43,030 shares; 2024Q2: 39,021 shares 39,021 $3.12M 1.01% -4,009 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 44,053 shares; 2023Q1: 41,980 shares; 2023Q2: 41,906 shares; 2023Q3: 41,401 shares; 2023Q4: 35,971 shares; 2024Q1: 37,721 shares; 2024Q2: 37,721 shares 37,721 $2.74M 0.89% 0 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 206,689 shares; 2023Q1: 228,165 shares; 2023Q2: 245,975 shares; 2023Q3: 261,353 shares; 2023Q4: 266,357 shares; 2024Q1: 95,521 shares; 2024Q2: 86,298 shares 86,298 $2.23M 0.72% -9,223 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; 2022Q3: restricted; 2022Q4: 29,311 shares; 2023Q1: 29,377 shares; 2023Q2: 29,444 shares; 2023Q3: 29,515 shares; 2023Q4: 29,593 shares; 2024Q1: 29,652 shares; 2024Q2: 29,652 shares 29,652 $2.2M 0.71% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 17,494 shares; 2023Q1: 17,494 shares; 2023Q2: 17,235 shares; 2023Q3: 16,721 shares; 2023Q4: 16,721 shares; 2024Q1: 16,721 shares; 2024Q2: 16,598 shares 16,598 $2M 0.65% -123 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 46,166 shares; 2023Q1: 45,963 shares; 2023Q2: 46,729 shares; 2023Q3: 47,039 shares; 2023Q4: 47,112 shares; 2024Q1: 47,147 shares; 2024Q2: 47,199 shares 47,199 $1.96M 0.64% +52 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 17,286 shares; 2023Q1: 17,286 shares; 2023Q2: 17,286 shares; 2023Q3: 17,286 shares; 2023Q4: 17,286 shares; 2024Q1: 17,286 shares; 2024Q2: 17,286 shares 17,286 $1.8M 0.58% 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; 2022Q3: restricted; 2022Q4: 29,796 shares; 2023Q1: 29,796 shares; 2023Q2: 29,796 shares; 2023Q3: 26,971 shares; 2023Q4: 26,925 shares; 2024Q1: 26,861 shares; 2024Q2: 26,661 shares 26,661 $1.77M 0.57% -200 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 298,604 shares; 2023Q1: 320,582 shares; 2023Q2: 330,937 shares; 2023Q3: 319,715 shares; 2023Q4: 306,448 shares; 2024Q1: 61,019 shares; 2024Q2: 55,657 shares 55,657 $1.65M 0.53% -5,362 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 32,126 shares; 2023Q1: 32,126 shares; 2023Q2: 32,126 shares; 2023Q3: 30,590 shares; 2023Q4: 30,087 shares; 2024Q1: 30,689 shares; 2024Q2: 30,416 shares 30,416 $1.63M 0.53% -273 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; 2022Q3: restricted; 2022Q4: 38,510 shares; 2023Q1: 51,712 shares; 2023Q2: 48,973 shares; 2023Q3: 26,423 shares; 2023Q4: 28,504 shares; 2024Q1: 29,489 shares; 2024Q2: 29,489 shares 29,489 $1.48M 0.48% 0 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; 2022Q3: restricted; 2022Q4: 67,947 shares; 2023Q1: 67,947 shares; 2023Q2: 68,069 shares; 2023Q3: 65,077 shares; 2023Q4: 37,927 shares; 2024Q1: 38,072 shares; 2024Q2: 38,013 shares 38,013 $1.43M 0.46% -59 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 11,985 shares; 2023Q1: 11,784 shares; 2023Q2: 12,560 shares; 2023Q3: 12,844 shares; 2023Q4: 12,807 shares; 2024Q1: 6,374 shares; 2024Q2: 6,374 shares 6,374 $1.34M 0.43% 0 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 118,445 shares; 2023Q1: 145,986 shares; 2023Q2: 148,284 shares; 2023Q3: 165,334 shares; 2023Q4: 128,046 shares; 2024Q1: 39,708 shares; 2024Q2: 38,776 shares 38,776 $1.25M 0.41% -932 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 12,931 shares; 2023Q1: 13,080 shares; 2023Q2: 12,843 shares; 2023Q3: 12,843 shares; 2023Q4: 12,235 shares; 2024Q1: 11,965 shares; 2024Q2: 11,550 shares 11,550 $1.23M 0.4% -415 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 3,368 shares; 2023Q1: 3,362 shares; 2023Q2: 3,362 shares; 2023Q3: 3,374 shares; 2023Q4: 3,374 shares; 2024Q1: 2,421 shares; 2024Q2: 2,421 shares 2,421 $1.22M 0.4% 0 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 179,615 shares; 2023Q1: 181,653 shares; 2023Q2: 196,937 shares; 2023Q3: 224,623 shares; 2023Q4: 228,915 shares; 2024Q1: 25,707 shares; 2024Q2: 24,362 shares 24,362 $1.15M 0.37% -1,345 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 3,326 shares; 2023Q1: 3,365 shares; 2023Q2: 3,365 shares; 2023Q3: 4,401 shares; 2023Q4: 4,188 shares; 2024Q1: 1,892 shares; 2024Q2: 1,892 shares 1,892 $1.03M 0.33% 0 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 224,734 shares; 2023Q1: 170,650 shares; 2023Q2: 125,303 shares; 2023Q3: 116,463 shares; 2023Q4: 46,109 shares; 2024Q1: 30,561 shares; 2024Q2: 22,266 shares 22,266 $1.01M 0.33% -8,295 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 3,390 shares; 2023Q1: 3,416 shares; 2023Q2: 3,626 shares; 2023Q3: 3,761 shares; 2023Q4: 3,753 shares; 2024Q1: 2,169 shares; 2024Q2: 2,196 shares 2,196 $982K 0.32% +27 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 20,507 shares 20,507 $932K 0.3% new 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; 2022Q3: restricted; 2022Q4: 41,087 shares; 2023Q1: 32,889 shares; 2023Q2: 29,058 shares; 2023Q3: 29,791 shares; 2023Q4: 16,479 shares; 2024Q1: 15,359 shares; 2024Q2: 12,931 shares 12,931 $932K 0.3% -2,428 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; 2022Q3: restricted; 2022Q4: 95,774 shares; 2023Q1: 80,352 shares; 2023Q2: 59,738 shares; 2023Q3: 55,152 shares; 2023Q4: 44,036 shares; 2024Q1: 19,692 shares; 2024Q2: 16,691 shares 16,691 $812K 0.26% -3,001 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 10,502 shares; 2023Q1: 2,206 shares; 2023Q2: 2,206 shares; 2023Q3: 2,206 shares; 2023Q4: 2,449 shares; 2024Q1: 1,959 shares; 2024Q2: 1,959 shares 1,959 $797K 0.26% 0 Timeline SDG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 10,400 shares; 2023Q1: 10,400 shares; 2023Q2: 10,400 shares; 2023Q3: 10,430 shares; 2023Q4: 10,400 shares; 2024Q1: 10,400 shares; 2024Q2: 10,400 shares 10,400 $781K 0.25% 0 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 32,296 shares; 2023Q1: 47,262 shares; 2023Q2: 40,150 shares; 2023Q3: 43,514 shares; 2023Q4: 43,037 shares; 2024Q1: 23,363 shares; 2024Q2: 22,431 shares 22,431 $718K 0.23% -932 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 4,094 shares; 2023Q1: 4,064 shares; 2023Q2: 4,064 shares; 2023Q3: 4,064 shares; 2023Q4: 4,064 shares; 2024Q1: 3,618 shares; 2024Q2: 2,796 shares 2,796 $698K 0.23% -822 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; 2022Q3: restricted; 2022Q4: 1 shares; 2023Q1: 1 shares; 2023Q2: 1 shares; 2023Q3: 1 shares; 2023Q4: 1 shares; 2024Q1: 1 shares; 2024Q2: 1 shares 1 $612K 0.2% 0 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 17,485 shares; 2023Q1: 23,315 shares; 2023Q2: 28,361 shares; 2023Q3: 29,772 shares; 2023Q4: 31,019 shares; 2024Q1: 6,795 shares; 2024Q2: 6,657 shares 6,657 $597K 0.19% -138 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; 2022Q3: restricted; 2022Q4: 8,679 shares; 2023Q1: 8,705 shares; 2023Q2: 9,029 shares; 2023Q3: 9,072 shares; 2023Q4: 8,620 shares; 2024Q1: 9,713 shares; 2024Q2: 8,874 shares 8,874 $520K 0.17% -839 Timeline SPXN PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,800 shares; 2023Q1: 1,800 shares; 2023Q2: 1,800 shares; 2023Q3: 1,800 shares; 2023Q4: 4,278 shares; 2024Q1: 4,278 shares; 2024Q2: 8,556 shares 8,556 $508K 0.16% +4,278 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 3,499 shares; 2023Q1: 3,499 shares; 2023Q2: 3,519 shares; 2023Q3: 3,519 shares; 2023Q4: 3,499 shares; 2024Q1: 2,459 shares; 2024Q2: 2,459 shares 2,459 $475K 0.15% 0 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; 2022Q3: restricted; 2022Q4: 22,787 shares; 2023Q1: 30,790 shares; 2023Q2: 36,189 shares; 2023Q3: 62,707 shares; 2023Q4: 67,968 shares; 2024Q1: 11,468 shares; 2024Q2: 11,237 shares 11,237 $459K 0.15% -231 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; 2022Q3: restricted; 2022Q4: 1,224 shares; 2023Q1: 1,224 shares; 2023Q2: 1,224 shares; 2023Q3: 1,224 shares; 2023Q4: 1,224 shares; 2024Q1: 1,224 shares; 2024Q2: 1,173 shares 1,173 $459K 0.15% -51 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 61,475 shares; 2023Q1: 68,343 shares; 2023Q2: 68,834 shares; 2023Q3: 69,507 shares; 2023Q4: 62,134 shares; 2024Q1: 4,992 shares; 2024Q2: 4,992 shares 4,992 $450K 0.15% 0 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 6,607 shares; 2023Q1: 6,505 shares; 2023Q2: 6,505 shares; 2023Q3: 6,471 shares; 2023Q4: 6,443 shares; 2024Q1: 5,130 shares; 2024Q2: 5,130 shares 5,130 $446K 0.14% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 11,407 shares; 2023Q1: 11,207 shares; 2023Q2: 11,247 shares; 2023Q3: 11,287 shares; 2023Q4: 11,135 shares; 2024Q1: 2,420 shares; 2024Q2: 2,420 shares 2,420 $444K 0.14% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 5,260 shares; 2023Q1: 5,260 shares; 2023Q2: 5,260 shares; 2023Q3: 4,999 shares; 2023Q4: 4,999 shares; 2024Q1: 4,686 shares; 2024Q2: 4,562 shares 4,562 $444K 0.14% -124 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; 2022Q3: restricted; 2022Q4: 510 shares; 2023Q1: 1,881 shares; 2023Q2: 3,552 shares; 2023Q3: 4,949 shares; 2023Q4: 6,405 shares; 2024Q1: 2,531 shares; 2024Q2: 5,951 shares 5,951 $413K 0.13% +3,420 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; 2022Q3: restricted; 2022Q4: 16,831 shares; 2023Q1: 16,831 shares; 2023Q2: 16,330 shares; 2023Q3: 16,330 shares; 2023Q4: 11,900 shares; 2024Q1: 11,193 shares; 2024Q2: 11,193 shares 11,193 $398K 0.13% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 2,789 shares; 2023Q1: 2,789 shares; 2023Q2: 2,789 shares; 2023Q3: 2,789 shares; 2023Q4: 2,621 shares; 2024Q1: 2,434 shares; 2024Q2: 2,434 shares 2,434 $378K 0.12% 0 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 50,573 shares; 2023Q1: 83,269 shares; 2023Q2: 107,372 shares; 2023Q3: 124,896 shares; 2023Q4: 155,683 shares; 2024Q1: 18,236 shares; 2024Q2: 14,906 shares 14,906 $329K 0.11% -3,330 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 642 shares; 2023Q4: 1,332 shares; 2024Q1: 1,306 shares; 2024Q2: 1,306 shares 1,306 $323K 0.1% 0 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 44,831 shares; 2023Q1: 41,239 shares; 2023Q2: 40,648 shares; 2023Q3: 40,648 shares; 2023Q4: 42,321 shares; 2024Q1: 5,301 shares; 2024Q2: 5,301 shares 5,301 $312K 0.1% 0 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 7,873 shares; 2023Q1: 12,957 shares; 2023Q2: 14,626 shares; 2023Q3: 14,008 shares; 2023Q4: 25,950 shares; 2024Q1: 3,867 shares; 2024Q2: 6,520 shares 6,520 $311K 0.1% +2,653 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 536 shares; 2023Q1: 534 shares; 2023Q2: 534 shares; 2023Q3: 534 shares; 2023Q4: 759 shares; 2024Q1: 355 shares; 2024Q2: 330 shares 330 $299K 0.1% -25 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; 2022Q3: restricted; 2022Q4: 1,000 shares; 2023Q1: 1,000 shares; 2023Q2: 1,000 shares; 2023Q3: 1,000 shares; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares 1,000 $299K 0.1% 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; 2022Q3: restricted; 2022Q4: 23,679 shares; 2023Q1: 24,477 shares; 2023Q2: 25,677 shares; 2023Q3: 27,655 shares; 2023Q4: 28,904 shares; 2024Q1: 5,075 shares; 2024Q2: 4,527 shares 4,527 $294K 0.1% -548 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 873 shares; 2023Q1: 873 shares; 2023Q2: 873 shares; 2023Q3: 930 shares; 2023Q4: 1,079 shares; 2024Q1: 835 shares; 2024Q2: 835 shares 835 $287K 0.09% 0 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,473 shares; 2023Q1: 1,474 shares; 2023Q2: 1,727 shares; 2023Q3: 1,730 shares; 2023Q4: 1,704 shares; 2024Q1: 1,407 shares; 2024Q2: 1,409 shares 1,409 $285K 0.09% +2 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 50 shares; 2023Q3: 1,250 shares; 2023Q4: 1,250 shares; 2024Q1: 1,250 shares; 2024Q2: 1,250 shares 1,250 $283K 0.09% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 39,023 shares; 2023Q1: 24,023 shares; 2023Q2: 19,023 shares; 2023Q3: 19,023 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 11,023 shares 11,023 $279K 0.09% new Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 3,713 shares; 2023Q1: 3,713 shares; 2023Q2: 3,717 shares; 2023Q3: 3,308 shares; 2023Q4: 3,044 shares; 2024Q1: 3,942 shares; 2024Q2: 3,942 shares 3,942 $267K 0.09% 0 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; 2022Q3: restricted; 2022Q4: 8,537 shares; 2023Q1: 8,537 shares; 2023Q2: 8,537 shares; 2023Q3: 8,537 shares; 2023Q4: 8,537 shares; 2024Q1: 8,537 shares; 2024Q2: 8,537 shares 8,537 $253K 0.08% 0 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 15,029 shares; 2023Q1: 17,119 shares; 2023Q2: 16,898 shares; 2023Q3: 19,286 shares; 2023Q4: 21,445 shares; 2024Q1: 9,956 shares; 2024Q2: 9,502 shares 9,502 $250K 0.08% -454 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 558 shares; 2023Q1: 902 shares; 2023Q2: 902 shares; 2023Q3: 902 shares; 2023Q4: 506 shares; 2024Q1: not reported; 2024Q2: 2,085 shares 2,085 $240K 0.08% new Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 11,968 shares; 2023Q1: 11,972 shares; 2023Q2: 11,102 shares; 2023Q3: 10,184 shares; 2023Q4: 8,219 shares; 2024Q1: 5,827 shares; 2024Q2: 5,830 shares 5,830 $232K 0.08% +3 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 13,502 shares; 2023Q1: 13,549 shares; 2023Q2: 13,611 shares; 2023Q3: 10,866 shares; 2023Q4: 6,814 shares; 2024Q1: 5,354 shares; 2024Q2: 2,846 shares 2,846 $218K 0.07% -2,508 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; 2022Q3: restricted; 2022Q4: 44,811 shares; 2023Q1: 44,811 shares; 2023Q2: 43,625 shares; 2023Q3: 43,360 shares; 2023Q4: 43,360 shares; 2024Q1: 8,435 shares; 2024Q2: 8,435 shares 8,435 $214K 0.07% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 6,750 shares; 2023Q1: 7,021 shares; 2023Q2: 7,042 shares; 2023Q3: 7,042 shares; 2023Q4: 16,057 shares; 2024Q1: 5,752 shares; 2024Q2: 2,545 shares 2,545 $206K 0.07% -3,207 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 143 shares; 2023Q1: 143 shares; 2023Q2: 143 shares; 2023Q3: 143 shares; 2023Q4: 168 shares; 2024Q1: 1,122 shares; 2024Q2: 1,122 shares 1,122 $205K 0.07% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 103 shares; 2023Q1: 103 shares; 2023Q2: 103 shares; 2023Q3: 653 shares; 2023Q4: 550 shares; 2024Q1: 550 shares; 2024Q2: 550 shares 550 $200K 0.06% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 8,866 shares; 2023Q1: 2,866 shares; 2023Q2: 2,647 shares; 2023Q3: 2,811 shares; 2023Q4: 2,721 shares; 2024Q1: 2,721 shares; 2024Q2: 2,721 shares 2,721 $193K 0.06% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 8,391 shares; 2023Q1: 8,251 shares; 2023Q2: 8,186 shares; 2023Q3: 8,098 shares; 2023Q4: 7,971 shares; 2024Q1: 1,661 shares; 2024Q2: 1,661 shares 1,661 $183K 0.06% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 2,397 shares; 2023Q1: 2,397 shares; 2023Q2: 2,397 shares; 2023Q3: 1,760 shares; 2023Q4: 1,760 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares 1,000 $182K 0.06% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 79 shares; 2023Q1: 79 shares; 2023Q2: 84 shares; 2023Q3: 84 shares; 2023Q4: 79 shares; 2024Q1: 109 shares; 2024Q2: 109 shares 109 $175K 0.06% 0 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 14,600 shares; 2024Q1: 6,314 shares; 2024Q2: 6,314 shares 6,314 $173K 0.06% 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; 2022Q3: restricted; 2022Q4: 4,000 shares; 2023Q1: 4,000 shares; 2023Q2: 4,000 shares; 2023Q3: 4,000 shares; 2023Q4: 4,000 shares; 2024Q1: 4,000 shares; 2024Q2: 4,000 shares 4,000 $171K 0.06% 0 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; 2022Q3: restricted; 2022Q4: 2,262 shares; 2023Q1: 2,262 shares; 2023Q2: 2,262 shares; 2023Q3: 2,262 shares; 2023Q4: 1,839 shares; 2024Q1: 278 shares; 2024Q2: 715 shares 715 $154K 0.05% +437 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; 2022Q3: restricted; 2022Q4: 701 shares; 2023Q1: 701 shares; 2023Q2: 701 shares; 2023Q3: 743 shares; 2023Q4: 743 shares; 2024Q1: 743 shares; 2024Q2: 743 shares 743 $151K 0.05% 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; 2022Q3: restricted; 2022Q4: 90 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,200 shares; 2023Q4: 1,200 shares; 2024Q1: 1,200 shares; 2024Q2: 1,200 shares 1,200 $145K 0.05% 0 Timeline INTERPUBLIC GROUP COS INTERPUBLIC GROUP COS More: the full row for INTERPUBLIC GROUP COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 4,940 shares; 2023Q1: 4,940 shares; 2023Q2: 4,940 shares; 2023Q3: 4,940 shares; 2023Q4: 4,940 shares; 2024Q1: 4,940 shares; 2024Q2: 4,940 shares 4,940 $144K 0.05% 0 MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 2,212 shares; 2023Q1: 2,212 shares; 2023Q2: 2,635 shares; 2023Q3: 2,808 shares; 2023Q4: 2,312 shares; 2024Q1: 1,148 shares; 2024Q2: 1,148 shares 1,148 $142K 0.05% 0 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,648 shares 2,648 $134K 0.04% new Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,507 shares 2,507 $133K 0.04% new Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 49 shares; 2023Q1: 49 shares; 2023Q2: 185 shares; 2023Q3: 170 shares; 2023Q4: 155 shares; 2024Q1: 105 shares; 2024Q2: 1,050 shares 1,050 $130K 0.04% +945 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 4,143 shares; 2023Q1: 3,743 shares; 2023Q2: 3,419 shares; 2023Q3: 3,525 shares; 2023Q4: 3,106 shares; 2024Q1: 1,767 shares; 2024Q2: 1,767 shares 1,767 $126K 0.04% 0 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,362 shares; 2024Q2: 2,362 shares 2,362 $126K 0.04% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 2,241 shares; 2023Q1: 2,241 shares; 2023Q2: 2,241 shares; 2023Q3: 2,324 shares; 2023Q4: 2,241 shares; 2024Q1: 857 shares; 2024Q2: 857 shares 857 $125K 0.04% 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; 2022Q3: restricted; 2022Q4: 1,274 shares; 2023Q1: 1,274 shares; 2023Q2: 1,274 shares; 2023Q3: 1,275 shares; 2023Q4: 1,275 shares; 2024Q1: 1,274 shares; 2024Q2: 1,274 shares 1,274 $124K 0.04% 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; 2022Q3: restricted; 2022Q4: 1,743 shares; 2023Q1: 1,832 shares; 2023Q2: 1,807 shares; 2023Q3: 1,807 shares; 2023Q4: 1,304 shares; 2024Q1: 1,210 shares; 2024Q2: 1,210 shares 1,210 $117K 0.04% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,284 shares; 2023Q1: 1,284 shares; 2023Q2: 1,284 shares; 2023Q3: 1,361 shares; 2023Q4: 1,341 shares; 2024Q1: 436 shares; 2024Q2: 436 shares 436 $114K 0.04% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 141 shares; 2023Q1: 141 shares; 2023Q2: 141 shares; 2023Q3: 141 shares; 2023Q4: 132 shares; 2024Q1: 135 shares; 2024Q2: 135 shares 135 $114K 0.04% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 20,539 shares; 2023Q1: 20,697 shares; 2023Q2: 17,581 shares; 2023Q3: 19,016 shares; 2023Q4: 17,505 shares; 2024Q1: 1,459 shares; 2024Q2: 1,279 shares 1,279 $107K 0.03% -180 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 316 shares; 2023Q1: 316 shares; 2023Q2: 319 shares; 2023Q3: 319 shares; 2023Q4: 316 shares; 2024Q1: 159 shares; 2024Q2: 159 shares 159 $107K 0.03% 0 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,087 shares; 2023Q1: 1,091 shares; 2023Q2: 1,076 shares; 2023Q3: 1,076 shares; 2023Q4: 1,130 shares; 2024Q1: 1,076 shares; 2024Q2: 1,076 shares 1,076 $98.8K 0.03% 0 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 2,960 shares; 2023Q1: 2,960 shares; 2023Q2: 2,960 shares; 2023Q3: 2,960 shares; 2023Q4: 2,960 shares; 2024Q1: 2,960 shares; 2024Q2: 2,960 shares 2,960 $96.4K 0.03% 0 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 8,865 shares; 2023Q4: 10,741 shares; 2024Q1: 2,500 shares; 2024Q2: 2,500 shares 2,500 $92.5K 0.03% 0 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,834 shares 1,834 $88.5K 0.03% new 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; 2022Q3: restricted; 2022Q4: 1,205 shares; 2023Q1: 1,205 shares; 2023Q2: 1,207 shares; 2023Q3: 987 shares; 2023Q4: 910 shares; 2024Q1: 872 shares; 2024Q2: 872 shares 872 $86.6K 0.03% 0 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 974 shares; 2023Q1: 974 shares; 2023Q2: 974 shares; 2023Q3: 974 shares; 2023Q4: 974 shares; 2024Q1: 974 shares; 2024Q2: 974 shares 974 $85.6K 0.03% 0 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 635 shares; 2023Q1: 635 shares; 2023Q2: 635 shares; 2023Q3: 635 shares; 2023Q4: 635 shares; 2024Q1: 635 shares; 2024Q2: 635 shares 635 $84K 0.03% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,749 shares; 2023Q1: 1,749 shares; 2023Q2: 1,286 shares; 2023Q3: 1,586 shares; 2023Q4: 1,286 shares; 2024Q1: 1,286 shares; 2024Q2: 1,286 shares 1,286 $80.8K 0.03% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 270 shares; 2023Q1: 270 shares; 2023Q2: 270 shares; 2023Q3: 270 shares; 2023Q4: 250 shares; 2024Q1: 250 shares; 2024Q2: 250 shares 250 $78.1K 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; 2022Q3: restricted; 2022Q4: 1,089 shares; 2023Q1: 1,087 shares; 2023Q2: 1,103 shares; 2023Q3: 1,103 shares; 2023Q4: 645 shares; 2024Q1: 454 shares; 2024Q2: 454 shares 454 $77.9K 0.03% 0 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,475 shares 2,475 $77.8K 0.03% new Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 823 shares; 2023Q1: 620 shares; 2023Q2: 695 shares; 2023Q3: 695 shares; 2023Q4: 495 shares; 2024Q1: 495 shares; 2024Q2: 495 shares 495 $77.4K 0.03% 0 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 5,763 shares; 2023Q1: 5,763 shares; 2023Q2: 5,763 shares; 2023Q3: 5,763 shares; 2023Q4: 5,763 shares; 2024Q1: 5,763 shares; 2024Q2: 5,763 shares 5,763 $76.8K 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; 2022Q3: restricted; 2022Q4: 681 shares; 2023Q1: 697 shares; 2023Q2: 714 shares; 2023Q3: 798 shares; 2023Q4: 781 shares; 2024Q1: 763 shares; 2024Q2: 763 shares 763 $76.6K 0.02% 0 Timeline PNQI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 360 shares; 2023Q1: 360 shares; 2023Q2: 360 shares; 2023Q3: 1,800 shares; 2023Q4: 1,800 shares; 2024Q1: 1,800 shares; 2024Q2: 1,800 shares 1,800 $73.9K 0.02% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 200 shares; 2023Q1: 200 shares; 2023Q2: 212 shares; 2023Q3: 321 shares; 2023Q4: 309 shares; 2024Q1: 409 shares; 2024Q2: 409 shares 409 $70.9K 0.02% 0 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 7 shares; 2023Q3: 7 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 812 shares 812 $70.3K 0.02% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 232 shares; 2023Q1: 232 shares; 2023Q2: 232 shares; 2023Q3: 325 shares; 2023Q4: 325 shares; 2024Q1: 325 shares; 2024Q2: 325 shares 325 $69.3K 0.02% 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; 2022Q3: restricted; 2022Q4: 232 shares; 2023Q1: 230 shares; 2023Q2: 230 shares; 2023Q3: 230 shares; 2023Q4: 230 shares; 2024Q1: 295 shares; 2024Q2: 295 shares 295 $63K 0.02% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,485 shares; 2023Q1: 1,488 shares; 2023Q2: 1,298 shares; 2023Q3: 1,302 shares; 2023Q4: 1,055 shares; 2024Q1: 1,058 shares; 2024Q2: 1,060 shares 1,060 $63K 0.02% +2 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; 2022Q3: restricted; 2022Q4: 168 shares; 2023Q1: 168 shares; 2023Q2: 168 shares; 2023Q3: 1,681 shares; 2023Q4: 1,681 shares; 2024Q1: 1,681 shares; 2024Q2: 1,681 shares 1,681 $61.6K 0.02% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 55 shares; 2023Q1: 54 shares; 2023Q2: 57 shares; 2023Q3: 79 shares; 2023Q4: 76 shares; 2024Q1: 120 shares; 2024Q2: 120 shares 120 $61.1K 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; 2022Q3: restricted; 2022Q4: 52 shares; 2023Q1: 51 shares; 2023Q2: 51 shares; 2023Q3: 73 shares; 2023Q4: 73 shares; 2024Q1: 75 shares; 2024Q2: 75 shares 75 $59K 0.02% 0 DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 2,646 shares; 2023Q1: 146 shares; 2023Q2: 146 shares; 2023Q3: 146 shares; 2023Q4: 146 shares; 2024Q1: 232 shares; 2024Q2: 232 shares 232 $58K 0.02% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 12,985 shares; 2023Q1: 12,612 shares; 2023Q2: 11,688 shares; 2023Q3: 11,246 shares; 2023Q4: 11,581 shares; 2024Q1: 1,192 shares; 2024Q2: 1,192 shares 1,192 $56.6K 0.02% 0 Timeline DGIN VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,327 shares 1,327 $54K 0.02% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 500 shares; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 500 shares 500 $52.1K 0.02% 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; 2022Q3: restricted; 2022Q4: 519 shares; 2023Q1: 519 shares; 2023Q2: 519 shares; 2023Q3: 519 shares; 2023Q4: 519 shares; 2024Q1: 550 shares; 2024Q2: 550 shares 550 $50.9K 0.02% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 136 shares; 2023Q1: 136 shares; 2023Q2: 136 shares; 2023Q3: 136 shares; 2023Q4: 136 shares; 2024Q1: 136 shares; 2024Q2: 136 shares 136 $50.8K 0.02% 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; 2022Q3: restricted; 2022Q4: 988 shares; 2023Q1: 988 shares; 2023Q2: 988 shares; 2023Q3: 988 shares; 2023Q4: 838 shares; 2024Q1: 838 shares; 2024Q2: 838 shares 838 $49.6K 0.02% 0 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,280 shares; 2023Q1: 700 shares; 2023Q2: 700 shares; 2023Q3: 700 shares; 2023Q4: 700 shares; 2024Q1: 700 shares; 2024Q2: 700 shares 700 $49.1K 0.02% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,415 shares; 2023Q1: 1,415 shares; 2023Q2: 1,415 shares; 2023Q3: 1,684 shares; 2023Q4: 1,415 shares; 2024Q1: 1,223 shares; 2024Q2: 1,223 shares 1,223 $47.9K 0.02% 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; 2022Q3: restricted; 2022Q4: 537 shares; 2023Q1: 537 shares; 2023Q2: 602 shares; 2023Q3: 602 shares; 2023Q4: 568 shares; 2024Q1: 99 shares; 2024Q2: 99 shares 99 $47.6K 0.02% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 520 shares; 2023Q3: 520 shares; 2023Q4: 520 shares; 2024Q1: 520 shares; 2024Q2: 520 shares 520 $47.4K 0.02% 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; 2022Q3: restricted; 2022Q4: 170 shares; 2023Q1: 169 shares; 2023Q2: 169 shares; 2023Q3: 169 shares; 2023Q4: 169 shares; 2024Q1: 199 shares; 2024Q2: 199 shares 199 $46.1K 0.01% 0 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; 2022Q3: restricted; 2022Q4: 156 shares; 2023Q1: 156 shares; 2023Q2: 156 shares; 2023Q3: 156 shares; 2023Q4: 156 shares; 2024Q1: 156 shares; 2024Q2: 156 shares 156 $45.3K 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; 2022Q3: restricted; 2022Q4: 443 shares; 2023Q1: 440 shares; 2023Q2: 440 shares; 2023Q3: 440 shares; 2023Q4: 440 shares; 2024Q1: 440 shares; 2024Q2: 440 shares 440 $44.6K 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; 2022Q3: restricted; 2022Q4: 2,328 shares; 2023Q1: 2,328 shares; 2023Q2: 2,328 shares; 2023Q3: 2,328 shares; 2023Q4: 2,328 shares; 2024Q1: 2,328 shares; 2024Q2: 2,328 shares 2,328 $44.4K 0.01% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,873 shares; 2023Q1: 226 shares; 2023Q2: 148 shares; 2023Q3: 189 shares; 2023Q4: 189 shares; 2024Q1: 174 shares; 2024Q2: 174 shares 174 $44.3K 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; 2022Q3: restricted; 2022Q4: 267 shares; 2023Q1: 267 shares; 2023Q2: 303 shares; 2023Q3: 303 shares; 2023Q4: 303 shares; 2024Q1: 303 shares; 2024Q2: 303 shares 303 $44.2K 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; 2022Q3: restricted; 2022Q4: 173 shares; 2023Q1: 173 shares; 2023Q2: 173 shares; 2023Q3: 173 shares; 2023Q4: 173 shares; 2024Q1: 173 shares; 2024Q2: 173 shares 173 $44.1K 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; 2022Q3: restricted; 2022Q4: 17 shares; 2023Q1: 17 shares; 2023Q2: 17 shares; 2023Q3: 17 shares; 2023Q4: 17 shares; 2024Q1: 14 shares; 2024Q2: 700 shares 700 $43.9K 0.01% +686 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; 2022Q3: restricted; 2022Q4: 309 shares; 2023Q1: 311 shares; 2023Q2: 312 shares; 2023Q3: 313 shares; 2023Q4: 314 shares; 2024Q1: 315 shares; 2024Q2: 316 shares 316 $43.8K 0.01% +1 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 2,797 shares; 2023Q1: 3,015 shares; 2023Q2: 2,797 shares; 2023Q3: 2,797 shares; 2023Q4: 697 shares; 2024Q1: 447 shares; 2024Q2: 447 shares 447 $43.4K 0.01% 0 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 2,232 shares; 2023Q1: 4,464 shares; 2023Q2: 6,696 shares; 2023Q3: 6,696 shares; 2023Q4: 6,696 shares; 2024Q1: 6,696 shares; 2024Q2: 6,696 shares 6,696 $42.7K 0.01% 0 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 268 shares; 2024Q2: 423 shares 423 $42.3K 0.01% +155 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,800 shares; 2023Q1: 1,800 shares; 2023Q2: 1,233 shares; 2023Q3: 1,233 shares; 2023Q4: 1,233 shares; 2024Q1: 1,233 shares; 2024Q2: 1,233 shares 1,233 $41.2K 0.01% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 390 shares; 2023Q1: 390 shares; 2023Q2: 390 shares; 2023Q3: 390 shares; 2023Q4: 390 shares; 2024Q1: 253 shares; 2024Q2: 253 shares 253 $40.3K 0.01% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 528 shares; 2023Q1: 1,213 shares; 2023Q2: 1,172 shares; 2023Q3: 1,175 shares; 2023Q4: 1,009 shares; 2024Q1: 355 shares; 2024Q2: 356 shares 356 $40.1K 0.01% +1 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 694 shares; 2023Q1: 712 shares; 2023Q2: 712 shares; 2023Q3: 866 shares; 2023Q4: 1,079 shares; 2024Q1: 622 shares; 2024Q2: 622 shares 622 $39.6K 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; 2022Q3: restricted; 2022Q4: 93 shares; 2023Q1: 93 shares; 2023Q2: 93 shares; 2023Q3: 93 shares; 2023Q4: 144 shares; 2024Q1: 103 shares; 2024Q2: 103 shares 103 $38.5K 0.01% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,668 shares; 2023Q1: 1,414 shares; 2023Q2: 1,414 shares; 2023Q3: 874 shares; 2023Q4: 874 shares; 2024Q1: 224 shares; 2024Q2: 224 shares 224 $38.3K 0.01% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,389 shares; 2023Q1: 1,388 shares; 2023Q2: 1,402 shares; 2023Q3: 1,402 shares; 2023Q4: 715 shares; 2024Q1: 283 shares; 2024Q2: 368 shares 368 $38.2K 0.01% +85 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 201 shares; 2023Q1: 206 shares; 2023Q2: 206 shares; 2023Q3: 206 shares; 2023Q4: 206 shares; 2024Q1: 206 shares; 2024Q2: 206 shares 206 $37.5K 0.01% 0 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,185 shares 1,185 $35.8K 0.01% new 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 855 shares; 2023Q3: 855 shares; 2023Q4: 855 shares; 2024Q1: 855 shares; 2024Q2: 855 shares 855 $35.1K 0.01% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 76 shares; 2023Q1: 148 shares; 2023Q2: 148 shares; 2023Q3: 244 shares; 2023Q4: 244 shares; 2024Q1: 172 shares; 2024Q2: 172 shares 172 $34.9K 0.01% 0 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 595 shares 595 $34.8K 0.01% new 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; 2022Q3: restricted; 2022Q4: 2,365 shares; 2023Q1: 2,343 shares; 2023Q2: 2,137 shares; 2023Q3: 1,820 shares; 2023Q4: 1,848 shares; 2024Q1: 153 shares; 2024Q2: 153 shares 153 $34.6K 0.01% 0 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 12,249 shares; 2023Q2: 13,928 shares; 2023Q3: 14,771 shares; 2023Q4: 21,521 shares; 2024Q1: 1,178 shares; 2024Q2: 1,178 shares 1,178 $34.1K 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; 2022Q3: restricted; 2022Q4: 504 shares; 2023Q1: 504 shares; 2023Q2: 504 shares; 2023Q3: 504 shares; 2023Q4: 504 shares; 2024Q1: 504 shares; 2024Q2: 504 shares 504 $33.3K 0.01% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 135 shares; 2024Q2: 135 shares 135 $32.6K 0.01% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 104 shares; 2024Q2: 104 shares 104 $32K 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; 2022Q3: restricted; 2022Q4: 1,047 shares; 2023Q1: 1,047 shares; 2023Q2: 1,047 shares; 2023Q3: 1,135 shares; 2023Q4: 986 shares; 2024Q1: 775 shares; 2024Q2: 775 shares 775 $32K 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; 2022Q3: restricted; 2022Q4: 3,700 shares; 2023Q1: 3,700 shares; 2023Q2: 3,700 shares; 2023Q3: 3,700 shares; 2023Q4: 3,700 shares; 2024Q1: 3,700 shares; 2024Q2: 3,700 shares 3,700 $31.9K 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; 2022Q3: restricted; 2022Q4: 1,572 shares; 2023Q1: 1,572 shares; 2023Q2: 1,572 shares; 2023Q3: 1,572 shares; 2023Q4: 1,572 shares; 2024Q1: 1,572 shares; 2024Q2: 1,572 shares 1,572 $31.7K 0.01% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 600 shares; 2023Q1: 600 shares; 2023Q2: 723 shares; 2023Q3: 652 shares; 2023Q4: 515 shares; 2024Q1: 187 shares; 2024Q2: 187 shares 187 $30.8K 0.01% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 7 shares; 2023Q1: 7 shares; 2023Q2: 7 shares; 2023Q3: 7 shares; 2023Q4: 7 shares; 2024Q1: 72 shares; 2024Q2: 72 shares 72 $30.8K 0.01% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 58 shares; 2023Q1: 58 shares; 2023Q2: 58 shares; 2023Q3: 58 shares; 2023Q4: 58 shares; 2024Q1: 55 shares; 2024Q2: 55 shares 55 $30.4K 0.01% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 37 shares; 2023Q1: 36 shares; 2023Q2: 36 shares; 2023Q3: 156 shares; 2023Q4: 156 shares; 2024Q1: 156 shares; 2024Q2: 156 shares 156 $30.3K 0.01% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 31 shares; 2023Q2: 31 shares; 2023Q3: 69 shares; 2023Q4: 69 shares; 2024Q1: 69 shares; 2024Q2: 69 shares 69 $30.3K 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; 2022Q3: restricted; 2022Q4: 108 shares; 2023Q1: 100 shares; 2023Q2: 104 shares; 2023Q3: 159 shares; 2023Q4: 155 shares; 2024Q1: 204 shares; 2024Q2: 155 shares 155 $30.1K 0.01% -49 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 6 shares; 2023Q3: 6 shares; 2023Q4: not reported; 2024Q1: 64 shares; 2024Q2: 64 shares 64 $30K 0.01% 0 Timeline UAA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 4,521 shares; 2023Q1: 4,521 shares; 2023Q2: 4,521 shares; 2023Q3: 4,521 shares; 2023Q4: 4,521 shares; 2024Q1: 4,321 shares; 2024Q2: 4,321 shares 4,321 $28.8K 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; 2022Q3: restricted; 2022Q4: 187 shares; 2023Q1: 187 shares; 2023Q2: 188 shares; 2023Q3: 189 shares; 2023Q4: 190 shares; 2024Q1: 190 shares; 2024Q2: 191 shares 191 $28.3K 0.01% +1 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; 2022Q3: restricted; 2022Q4: 1,750 shares; 2023Q1: 1,750 shares; 2023Q2: 1,750 shares; 2023Q3: 1,750 shares; 2023Q4: 1,750 shares; 2024Q1: 1,750 shares; 2024Q2: 1,750 shares 1,750 $27.8K 0.01% 0 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 581 shares; 2023Q3: 581 shares; 2023Q4: 746 shares; 2024Q1: 581 shares; 2024Q2: 581 shares 581 $27.4K 0.01% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 284 shares; 2023Q3: 284 shares; 2023Q4: 284 shares; 2024Q1: 284 shares; 2024Q2: 284 shares 284 $27.3K 0.01% 0 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 350 shares; 2023Q4: 350 shares; 2024Q1: 350 shares; 2024Q2: 350 shares 350 $26.8K 0.01% 0 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; 2022Q3: restricted; 2022Q4: 6,215 shares; 2023Q1: 6,215 shares; 2023Q2: 6,215 shares; 2023Q3: 6,215 shares; 2023Q4: 3,712 shares; 2024Q1: 690 shares; 2024Q2: 690 shares 690 $26.8K 0.01% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 414 shares; 2023Q1: 414 shares; 2023Q2: 427 shares; 2023Q3: 427 shares; 2023Q4: 414 shares; 2024Q1: 121 shares; 2024Q2: 121 shares 121 $26.7K 0.01% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 45 shares; 2024Q2: 45 shares 45 $26.3K 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; 2022Q3: restricted; 2022Q4: 579 shares; 2023Q1: 579 shares; 2023Q2: 579 shares; 2023Q3: 579 shares; 2023Q4: 579 shares; 2024Q1: 550 shares; 2024Q2: 550 shares 550 $25.6K 0.01% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 225 shares; 2023Q1: 225 shares; 2023Q2: 225 shares; 2023Q3: 282 shares; 2023Q4: 282 shares; 2024Q1: 57 shares; 2024Q2: 57 shares 57 $25.1K 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; 2022Q3: restricted; 2022Q4: 1,500 shares; 2023Q1: 1,500 shares; 2023Q2: 1,500 shares; 2023Q3: 1,500 shares; 2023Q4: 1,500 shares; 2024Q1: 1,500 shares; 2024Q2: 1,500 shares 1,500 $24.9K 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; 2022Q3: restricted; 2022Q4: 74 shares; 2023Q1: 74 shares; 2023Q2: 74 shares; 2023Q3: 74 shares; 2023Q4: 74 shares; 2024Q1: 74 shares; 2024Q2: 74 shares 74 $24.6K 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; 2022Q3: restricted; 2022Q4: 16 shares; 2023Q1: 16 shares; 2023Q2: 16 shares; 2023Q3: 16 shares; 2023Q4: 16 shares; 2024Q1: 179 shares; 2024Q2: 179 shares 179 $24.5K 0.01% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,000 shares; 2023Q1: 1,000 shares; 2023Q2: 1,290 shares; 2023Q3: 1,290 shares; 2023Q4: 1,221 shares; 2024Q1: 290 shares; 2024Q2: 290 shares 290 $24.3K 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; 2022Q3: restricted; 2022Q4: 14 shares; 2023Q1: 13 shares; 2023Q2: 13 shares; 2023Q3: 13 shares; 2023Q4: 13 shares; 2024Q1: 79 shares; 2024Q2: 79 shares 79 $24K 0.01% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 951 shares; 2023Q1: 951 shares; 2023Q2: 920 shares; 2023Q3: 920 shares; 2023Q4: 920 shares; 2024Q1: 100 shares; 2024Q2: 100 shares 100 $23.9K 0.01% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 2,067 shares; 2023Q1: 2,077 shares; 2023Q2: 2,077 shares; 2023Q3: 2,077 shares; 2023Q4: 2,229 shares; 2024Q1: 199 shares; 2024Q2: 199 shares 199 $22.9K 0.01% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 218 shares; 2023Q1: 311 shares; 2023Q2: 218 shares; 2023Q3: 218 shares; 2023Q4: 218 shares; 2024Q1: 150 shares; 2024Q2: 150 shares 150 $22.7K 0.01% 0 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 99 shares; 2023Q1: 99 shares; 2023Q2: 99 shares; 2023Q3: 99 shares; 2023Q4: 99 shares; 2024Q1: 99 shares; 2024Q2: 99 shares 99 $22.1K 0.01% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 3,390 shares; 2023Q1: 3,389 shares; 2023Q2: 3,426 shares; 2023Q3: 1,647 shares; 2023Q4: 1,389 shares; 2024Q1: 1,289 shares; 2024Q2: 789 shares 789 $22.1K 0.01% -500 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 193 shares; 2023Q1: 191 shares; 2023Q2: 191 shares; 2023Q3: 191 shares; 2023Q4: 191 shares; 2024Q1: 191 shares; 2024Q2: 191 shares 191 $21.8K 0.01% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 5,913 shares; 2023Q1: 6,504 shares; 2023Q2: 5,913 shares; 2023Q3: 5,933 shares; 2023Q4: 6,100 shares; 2024Q1: 534 shares; 2024Q2: 534 shares 534 $20.5K 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; 2022Q3: restricted; 2022Q4: 366 shares; 2023Q1: 366 shares; 2023Q2: 366 shares; 2023Q3: 366 shares; 2023Q4: 366 shares; 2024Q1: 366 shares; 2024Q2: 366 shares 366 $20.5K 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; 2022Q3: restricted; 2022Q4: 52 shares; 2023Q1: 50 shares; 2023Q2: 50 shares; 2023Q3: 50 shares; 2023Q4: 50 shares; 2024Q1: 270 shares; 2024Q2: 270 shares 270 $20.4K 0.01% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 80 shares; 2024Q2: 72 shares 72 $19.9K 0.01% -8 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 140 shares; 2023Q1: 140 shares; 2023Q2: 140 shares; 2023Q3: 140 shares; 2023Q4: 1,178 shares; 2024Q1: 140 shares; 2024Q2: 140 shares 140 $19.8K 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; 2022Q3: restricted; 2022Q4: 489 shares; 2023Q1: 489 shares; 2023Q2: 839 shares; 2023Q3: 489 shares; 2023Q4: 489 shares; 2024Q1: 489 shares; 2024Q2: 400 shares 400 $19.6K 0.01% -89 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; 2022Q3: restricted; 2022Q4: 41 shares; 2023Q1: 41 shares; 2023Q2: 41 shares; 2023Q3: 241 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares 200 $19.6K 0.01% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 75 shares; 2023Q1: 75 shares; 2023Q2: 75 shares; 2023Q3: 75 shares; 2023Q4: 75 shares; 2024Q1: 75 shares; 2024Q2: 75 shares 75 $19.3K 0.01% 0 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; 2022Q3: restricted; 2022Q4: 290 shares; 2023Q1: 290 shares; 2023Q2: 290 shares; 2023Q3: 290 shares; 2023Q4: 290 shares; 2024Q1: 290 shares; 2024Q2: 290 shares 290 $19.3K 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; 2022Q3: restricted; 2022Q4: 534 shares; 2023Q1: 534 shares; 2023Q2: 534 shares; 2023Q3: 534 shares; 2023Q4: 534 shares; 2024Q1: 534 shares; 2024Q2: 534 shares 534 $19.1K 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; 2022Q3: restricted; 2022Q4: 300 shares; 2023Q1: 318 shares; 2023Q2: 318 shares; 2023Q3: 318 shares; 2023Q4: 318 shares; 2024Q1: 300 shares; 2024Q2: 300 shares 300 $18.9K 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; 2022Q3: restricted; 2022Q4: 608 shares; 2023Q1: 602 shares; 2023Q2: 602 shares; 2023Q3: 654 shares; 2023Q4: 602 shares; 2024Q1: 602 shares; 2024Q2: 602 shares 602 $18.6K 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; 2022Q3: restricted; 2022Q4: 393 shares; 2023Q1: 393 shares; 2023Q2: 393 shares; 2023Q3: 393 shares; 2023Q4: 393 shares; 2024Q1: 393 shares; 2024Q2: 393 shares 393 $18.5K 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; 2022Q3: restricted; 2022Q4: 578 shares; 2023Q1: 578 shares; 2023Q2: 527 shares; 2023Q3: 527 shares; 2023Q4: 175 shares; 2024Q1: 175 shares; 2024Q2: 175 shares 175 $17.9K 0.01% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 400 shares; 2023Q1: 400 shares; 2023Q2: 1,970 shares; 2023Q3: 2,120 shares; 2023Q4: 400 shares; 2024Q1: not reported; 2024Q2: 251 shares 251 $17.8K 0.01% new 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; 2022Q3: restricted; 2022Q4: 40 shares; 2023Q1: 40 shares; 2023Q2: 40 shares; 2023Q3: 40 shares; 2023Q4: 40 shares; 2024Q1: 40 shares; 2024Q2: 40 shares 40 $17.4K 0.01% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 218 shares; 2024Q2: 190 shares 190 $17.4K 0.01% -28 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 161 shares; 2023Q1: 161 shares; 2023Q2: 161 shares; 2023Q3: 161 shares; 2023Q4: 161 shares; 2024Q1: 161 shares; 2024Q2: 161 shares 161 $17.1K 0.01% 0 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 34 shares; 2023Q1: 34 shares; 2023Q2: 34 shares; 2023Q3: 34 shares; 2023Q4: 34 shares; 2024Q1: 34 shares; 2024Q2: 34 shares 34 $17.1K 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; 2022Q3: restricted; 2022Q4: 2,481 shares; 2023Q1: 2,481 shares; 2023Q2: 2,481 shares; 2023Q3: 2,481 shares; 2023Q4: 2,481 shares; 2024Q1: 2,481 shares; 2024Q2: 2,481 shares 2,481 $16.9K 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; 2022Q3: restricted; 2022Q4: 601 shares; 2023Q1: 607 shares; 2023Q2: 607 shares; 2023Q3: 613 shares; 2023Q4: 613 shares; 2024Q1: 576 shares; 2024Q2: 576 shares 576 $16.5K 0.01% 0 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 61 shares; 2023Q1: 61 shares; 2023Q2: 61 shares; 2023Q3: 61 shares; 2023Q4: 61 shares; 2024Q1: 61 shares; 2024Q2: 61 shares 61 $16.4K 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; 2022Q3: restricted; 2022Q4: 73 shares; 2023Q1: 72 shares; 2023Q2: 72 shares; 2023Q3: 72 shares; 2023Q4: 72 shares; 2024Q1: 72 shares; 2024Q2: 72 shares 72 $16.4K 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; 2022Q3: restricted; 2022Q4: 317 shares; 2023Q1: 319 shares; 2023Q2: 320 shares; 2023Q3: 322 shares; 2023Q4: 325 shares; 2024Q1: 326 shares; 2024Q2: 328 shares 328 $16.4K 0.01% +2 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; 2022Q3: restricted; 2022Q4: 118 shares; 2023Q1: 118 shares; 2023Q2: 118 shares; 2023Q3: 118 shares; 2023Q4: 118 shares; 2024Q1: 118 shares; 2024Q2: 118 shares 118 $16.3K 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; 2022Q3: restricted; 2022Q4: 233 shares; 2023Q1: 233 shares; 2023Q2: 233 shares; 2023Q3: 233 shares; 2023Q4: 233 shares; 2024Q1: 233 shares; 2024Q2: 233 shares 233 $16.2K 0.01% 0 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 64,536 shares; 2023Q1: 65,786 shares; 2023Q2: 63,060 shares; 2023Q3: 63,557 shares; 2023Q4: 74,937 shares; 2024Q1: 310 shares; 2024Q2: 310 shares 310 $16.1K 0.01% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 144 shares 144 $15.9K 0.01% new Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 156 shares 156 $15.8K 0.01% new 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 206 shares; 2023Q3: 206 shares; 2023Q4: 206 shares; 2024Q1: 206 shares; 2024Q2: 206 shares 206 $15.7K 0.01% 0 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 210 shares; 2023Q1: 210 shares; 2023Q2: 210 shares; 2023Q3: 210 shares; 2023Q4: 210 shares; 2024Q1: 210 shares; 2024Q2: 210 shares 210 $15.6K 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; 2022Q3: restricted; 2022Q4: 400 shares; 2023Q1: 400 shares; 2023Q2: 400 shares; 2023Q3: 400 shares; 2023Q4: 400 shares; 2024Q1: 400 shares; 2024Q2: 400 shares 400 $15.5K 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; 2022Q3: restricted; 2022Q4: 110 shares; 2023Q1: 110 shares; 2023Q2: 110 shares; 2023Q3: 110 shares; 2023Q4: 110 shares; 2024Q1: 110 shares; 2024Q2: 110 shares 110 $15.4K <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; 2022Q3: restricted; 2022Q4: 268 shares; 2023Q1: 268 shares; 2023Q2: 268 shares; 2023Q3: 268 shares; 2023Q4: 268 shares; 2024Q1: 268 shares; 2024Q2: 268 shares 268 $15.4K <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; 2022Q3: restricted; 2022Q4: 59 shares; 2023Q1: 59 shares; 2023Q2: 59 shares; 2023Q3: 59 shares; 2023Q4: 59 shares; 2024Q1: 59 shares; 2024Q2: 59 shares 59 $15.2K <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; 2022Q3: restricted; 2022Q4: 46 shares; 2023Q1: 46 shares; 2023Q2: 46 shares; 2023Q3: 46 shares; 2023Q4: 46 shares; 2024Q1: 46 shares; 2024Q2: 46 shares 46 $15.2K <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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 128 shares; 2023Q2: 128 shares; 2023Q3: 128 shares; 2023Q4: 128 shares; 2024Q1: 348 shares; 2024Q2: 193 shares 193 $15K <0.01% -155 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 360 shares; 2023Q1: 360 shares; 2023Q2: 360 shares; 2023Q3: 360 shares; 2023Q4: 360 shares; 2024Q1: 360 shares; 2024Q2: 360 shares 360 $14.8K <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; 2022Q3: restricted; 2022Q4: 125 shares; 2023Q1: 125 shares; 2023Q2: 125 shares; 2023Q3: 125 shares; 2023Q4: 125 shares; 2024Q1: 125 shares; 2024Q2: 125 shares 125 $14.8K <0.01% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 150 shares; 2023Q1: 150 shares; 2023Q2: 150 shares; 2023Q3: 150 shares; 2023Q4: 150 shares; 2024Q1: 150 shares; 2024Q2: 150 shares 150 $14.4K <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; 2022Q3: restricted; 2022Q4: 83 shares; 2023Q1: 83 shares; 2023Q2: 83 shares; 2023Q3: 83 shares; 2023Q4: 83 shares; 2024Q1: 83 shares; 2024Q2: 83 shares 83 $14.4K <0.01% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 19 shares; 2023Q1: 18 shares; 2023Q2: 18 shares; 2023Q3: 18 shares; 2023Q4: 18 shares; 2024Q1: 18 shares; 2024Q2: 18 shares 18 $14.2K <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; 2022Q3: restricted; 2022Q4: 529 shares; 2023Q1: 529 shares; 2023Q2: 529 shares; 2023Q3: 529 shares; 2023Q4: 529 shares; 2024Q1: 529 shares; 2024Q2: 529 shares 529 $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; 2022Q3: restricted; 2022Q4: 31 shares; 2023Q1: 31 shares; 2023Q2: 35 shares; 2023Q3: 35 shares; 2023Q4: 31 shares; 2024Q1: 31 shares; 2024Q2: 31 shares 31 $13.8K <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; 2022Q3: restricted; 2022Q4: 77 shares; 2023Q1: 77 shares; 2023Q2: 77 shares; 2023Q3: 77 shares; 2023Q4: 77 shares; 2024Q1: 77 shares; 2024Q2: 77 shares 77 $13.7K <0.01% 0 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; 2022Q3: restricted; 2022Q4: 322 shares; 2023Q1: 322 shares; 2023Q2: 322 shares; 2023Q3: 322 shares; 2023Q4: 322 shares; 2024Q1: 322 shares; 2024Q2: 322 shares 322 $13.5K <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; 2022Q3: restricted; 2022Q4: 234 shares; 2023Q1: 429 shares; 2023Q2: 234 shares; 2023Q3: 234 shares; 2023Q4: 234 shares; 2024Q1: 234 shares; 2024Q2: 234 shares 234 $12.9K <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; 2022Q3: restricted; 2022Q4: 204 shares; 2023Q1: 204 shares; 2023Q2: 204 shares; 2023Q3: 204 shares; 2023Q4: 393 shares; 2024Q1: 204 shares; 2024Q2: 204 shares 204 $12.8K <0.01% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 194 shares; 2023Q1: 194 shares; 2023Q2: 194 shares; 2023Q3: 194 shares; 2023Q4: 194 shares; 2024Q1: 194 shares; 2024Q2: 194 shares 194 $12.7K <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; 2022Q3: restricted; 2022Q4: 93 shares; 2023Q1: 93 shares; 2023Q2: 93 shares; 2023Q3: 93 shares; 2023Q4: 93 shares; 2024Q1: 62 shares; 2024Q2: 62 shares 62 $12.4K <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; 2022Q3: restricted; 2022Q4: 201 shares; 2023Q1: 201 shares; 2023Q2: 201 shares; 2023Q3: 201 shares; 2023Q4: 233 shares; 2024Q1: 233 shares; 2024Q2: 233 shares 233 $12.4K <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; 2022Q3: restricted; 2022Q4: 72 shares; 2023Q1: 72 shares; 2023Q2: 72 shares; 2023Q3: 72 shares; 2023Q4: 72 shares; 2024Q1: 72 shares; 2024Q2: 72 shares 72 $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; 2022Q3: restricted; 2022Q4: 135 shares; 2023Q1: 135 shares; 2023Q2: 135 shares; 2023Q3: 136 shares; 2023Q4: 135 shares; 2024Q1: 135 shares; 2024Q2: 135 shares 135 $11.9K <0.01% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 421 shares; 2023Q1: 421 shares; 2023Q2: 421 shares; 2023Q3: 421 shares; 2023Q4: 421 shares; 2024Q1: 35 shares; 2024Q2: 35 shares 35 $11.6K <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; 2022Q3: restricted; 2022Q4: 653 shares; 2023Q1: 653 shares; 2023Q2: 653 shares; 2023Q3: 653 shares; 2023Q4: 653 shares; 2024Q1: 653 shares; 2024Q2: 653 shares 653 $11.4K <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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 145 shares; 2023Q4: 145 shares; 2024Q1: 145 shares; 2024Q2: 145 shares 145 $11.4K <0.01% 0 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; 2022Q3: restricted; 2022Q4: 36 shares; 2023Q1: 36 shares; 2023Q2: 36 shares; 2023Q3: 36 shares; 2023Q4: 36 shares; 2024Q1: 36 shares; 2024Q2: 36 shares 36 $11.3K <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; 2022Q3: restricted; 2022Q4: 145 shares; 2023Q1: 142 shares; 2023Q2: 692 shares; 2023Q3: 692 shares; 2023Q4: 542 shares; 2024Q1: 142 shares; 2024Q2: 142 shares 142 $11.1K <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; 2022Q3: restricted; 2022Q4: 252 shares; 2023Q1: 252 shares; 2023Q2: 276 shares; 2023Q3: 276 shares; 2023Q4: 252 shares; 2024Q1: 252 shares; 2024Q2: 252 shares 252 $10.7K <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; 2022Q3: restricted; 2022Q4: 61 shares; 2023Q1: 61 shares; 2023Q2: 61 shares; 2023Q3: 61 shares; 2023Q4: 61 shares; 2024Q1: 20 shares; 2024Q2: 20 shares 20 $10.7K <0.01% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 62 shares 62 $10.6K <0.01% new 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; 2022Q3: restricted; 2022Q4: 32 shares; 2023Q1: 32 shares; 2023Q2: 32 shares; 2023Q3: 32 shares; 2023Q4: 32 shares; 2024Q1: 32 shares; 2024Q2: 32 shares 32 $10.3K <0.01% 0 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; 2022Q3: restricted; 2022Q4: 138 shares; 2023Q1: 138 shares; 2023Q2: 138 shares; 2023Q3: 138 shares; 2023Q4: 138 shares; 2024Q1: 138 shares; 2024Q2: 138 shares 138 $10.2K <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; 2022Q3: restricted; 2022Q4: 21 shares; 2023Q1: 21 shares; 2023Q2: 21 shares; 2023Q3: 21 shares; 2023Q4: 21 shares; 2024Q1: 21 shares; 2024Q2: 21 shares 21 $10.2K <0.01% 0 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 50 shares 50 $10.2K <0.01% new 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; 2022Q3: restricted; 2022Q4: 112 shares; 2023Q1: 112 shares; 2023Q2: 112 shares; 2023Q3: 112 shares; 2023Q4: 112 shares; 2024Q1: 112 shares; 2024Q2: 112 shares 112 $9.83K <0.01% 0 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 53 shares; 2023Q1: 53 shares; 2023Q2: 53 shares; 2023Q3: 53 shares; 2023Q4: 53 shares; 2024Q1: 53 shares; 2024Q2: 53 shares 53 $9.7K <0.01% 0 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; 2022Q3: restricted; 2022Q4: 65 shares; 2023Q1: 65 shares; 2023Q2: 65 shares; 2023Q3: 65 shares; 2023Q4: 65 shares; 2024Q1: 65 shares; 2024Q2: 65 shares 65 $9.44K <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; 2022Q3: restricted; 2022Q4: 85 shares; 2023Q1: 85 shares; 2023Q2: 85 shares; 2023Q3: 85 shares; 2023Q4: 117 shares; 2024Q1: 117 shares; 2024Q2: 117 shares 117 $9.42K <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; 2022Q3: restricted; 2022Q4: 27 shares; 2023Q1: 27 shares; 2023Q2: 27 shares; 2023Q3: 27 shares; 2023Q4: 27 shares; 2024Q1: 27 shares; 2024Q2: 27 shares 27 $9.19K <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; 2022Q3: restricted; 2022Q4: 309 shares; 2023Q1: 309 shares; 2023Q2: 309 shares; 2023Q3: 309 shares; 2023Q4: 309 shares; 2024Q1: 309 shares; 2024Q2: 309 shares 309 $9.13K <0.01% 0 Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares 200 $8.96K <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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 73 shares; 2023Q3: 73 shares; 2023Q4: 73 shares; 2024Q1: 73 shares; 2024Q2: 73 shares 73 $8.9K <0.01% 0 Timeline NAVI NAVIENT CORPORATION More: the full row for NAVIENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 575 shares; 2023Q1: 581 shares; 2023Q2: 586 shares; 2023Q3: 591 shares; 2023Q4: 596 shares; 2024Q1: 602 shares; 2024Q2: 609 shares 609 $8.86K <0.01% +7 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; 2022Q3: restricted; 2022Q4: 125 shares; 2023Q1: 125 shares; 2023Q2: 125 shares; 2023Q3: 125 shares; 2023Q4: 125 shares; 2024Q1: 125 shares; 2024Q2: 125 shares 125 $8.8K <0.01% 0 PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 42 shares; 2023Q1: 42 shares; 2023Q2: 42 shares; 2023Q3: 42 shares; 2023Q4: 42 shares; 2024Q1: 42 shares; 2024Q2: 42 shares 42 $8.72K <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; 2022Q3: restricted; 2022Q4: 227 shares; 2023Q1: 227 shares; 2023Q2: 227 shares; 2023Q3: 227 shares; 2023Q4: 227 shares; 2024Q1: 227 shares; 2024Q2: 227 shares 227 $8.69K <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; 2022Q3: restricted; 2022Q4: 66 shares; 2023Q1: 66 shares; 2023Q2: 66 shares; 2023Q3: 66 shares; 2023Q4: 66 shares; 2024Q1: 66 shares; 2024Q2: 66 shares 66 $8.32K <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; 2022Q3: restricted; 2022Q4: 513 shares; 2023Q1: 513 shares; 2023Q2: 513 shares; 2023Q3: 513 shares; 2023Q4: 513 shares; 2024Q1: 513 shares; 2024Q2: 513 shares 513 $8.32K <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; 2022Q3: restricted; 2022Q4: 398 shares; 2023Q1: 398 shares; 2023Q2: 398 shares; 2023Q3: 398 shares; 2023Q4: 398 shares; 2024Q1: 398 shares; 2024Q2: 398 shares 398 $7.91K <0.01% 0 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; 2022Q3: restricted; 2022Q4: 38 shares; 2023Q1: 38 shares; 2023Q2: 38 shares; 2023Q3: 38 shares; 2023Q4: 38 shares; 2024Q1: 38 shares; 2024Q2: 38 shares 38 $7.72K <0.01% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 167 shares; 2023Q1: 167 shares; 2023Q2: 167 shares; 2023Q3: 167 shares; 2023Q4: 167 shares; 2024Q1: 167 shares; 2024Q2: 167 shares 167 $7.61K <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; 2022Q3: restricted; 2022Q4: 169 shares; 2023Q1: 169 shares; 2023Q2: 169 shares; 2023Q3: 838 shares; 2023Q4: 353 shares; 2024Q1: 169 shares; 2024Q2: 169 shares 169 $7.43K <0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 105 shares; 2023Q1: 105 shares; 2023Q2: 105 shares; 2023Q3: 280 shares; 2023Q4: 105 shares; 2024Q1: 105 shares; 2024Q2: 105 shares 105 $7.37K <0.01% 0 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 67 shares; 2023Q1: 67 shares; 2023Q2: 507 shares; 2023Q3: 507 shares; 2023Q4: 707 shares; 2024Q1: 67 shares; 2024Q2: 67 shares 67 $7.3K <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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 47 shares; 2024Q1: 75 shares; 2024Q2: 75 shares 75 $7.16K <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; 2022Q3: restricted; 2022Q4: 279 shares; 2023Q1: 279 shares; 2023Q2: 279 shares; 2023Q3: 279 shares; 2023Q4: 279 shares; 2024Q1: 186 shares; 2024Q2: 186 shares 186 $6.44K <0.01% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 57 shares; 2023Q1: 56 shares; 2023Q2: 56 shares; 2023Q3: 56 shares; 2023Q4: 56 shares; 2024Q1: 56 shares; 2024Q2: 56 shares 56 $6.29K <0.01% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 991 shares; 2023Q1: 646 shares; 2023Q2: 646 shares; 2023Q3: 756 shares; 2023Q4: 606 shares; 2024Q1: 38 shares; 2024Q2: 38 shares 38 $6.27K <0.01% 0 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 222 shares; 2023Q3: 222 shares; 2023Q4: 222 shares; 2024Q1: 164 shares; 2024Q2: 64 shares 64 $5.87K <0.01% -100 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; 2022Q3: restricted; 2022Q4: 88 shares; 2023Q1: 88 shares; 2023Q2: 88 shares; 2023Q3: 88 shares; 2023Q4: 88 shares; 2024Q1: 88 shares; 2024Q2: 88 shares 88 $5.83K <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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares 200 $5.68K <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; 2022Q3: restricted; 2022Q4: 53 shares; 2023Q1: 53 shares; 2023Q2: 53 shares; 2023Q3: 53 shares; 2023Q4: 53 shares; 2024Q1: 53 shares; 2024Q2: 53 shares 53 $5.64K <0.01% 0 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; 2022Q3: restricted; 2022Q4: 38 shares; 2023Q1: 38 shares; 2023Q2: 38 shares; 2023Q3: 38 shares; 2023Q4: 38 shares; 2024Q1: 38 shares; 2024Q2: 38 shares 38 $5.44K <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; 2022Q3: restricted; 2022Q4: 465 shares; 2023Q1: 465 shares; 2023Q2: 465 shares; 2023Q3: 465 shares; 2023Q4: 465 shares; 2024Q1: 465 shares; 2024Q2: 465 shares 465 $5.33K <0.01% 0 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 45 shares; 2023Q1: 45 shares; 2023Q2: 45 shares; 2023Q3: 45 shares; 2023Q4: 45 shares; 2024Q1: 45 shares; 2024Q2: 45 shares 45 $5.29K <0.01% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 5 shares; 2023Q1: 5 shares; 2023Q2: 89 shares; 2023Q3: 89 shares; 2023Q4: 139 shares; 2024Q1: 5 shares; 2024Q2: 5 shares 5 $5.28K <0.01% 0 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 64 shares; 2023Q1: 64 shares; 2023Q2: 64 shares; 2023Q3: 64 shares; 2023Q4: 64 shares; 2024Q1: 14 shares; 2024Q2: 14 shares 14 $5.23K <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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 120 shares; 2024Q1: 120 shares; 2024Q2: 120 shares 120 $5.01K <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; 2022Q3: restricted; 2022Q4: 24 shares; 2023Q1: 24 shares; 2023Q2: 24 shares; 2023Q3: 24 shares; 2023Q4: 24 shares; 2024Q1: 24 shares; 2024Q2: 24 shares 24 $4.92K <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; 2022Q3: restricted; 2022Q4: 39 shares; 2023Q1: 39 shares; 2023Q2: 39 shares; 2023Q3: 39 shares; 2023Q4: 39 shares; 2024Q1: 39 shares; 2024Q2: 39 shares 39 $4.63K <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; 2022Q3: restricted; 2022Q4: 85 shares; 2023Q1: 85 shares; 2023Q2: 85 shares; 2023Q3: 85 shares; 2023Q4: 85 shares; 2024Q1: 85 shares; 2024Q2: 85 shares 85 $4.58K <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; 2022Q3: restricted; 2022Q4: 3,086 shares; 2023Q1: 3,086 shares; 2023Q2: 3,086 shares; 2023Q3: 3,086 shares; 2023Q4: 186 shares; 2024Q1: 106 shares; 2024Q2: 106 shares 106 $4.4K <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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 96 shares; 2023Q2: 96 shares; 2023Q3: 96 shares; 2023Q4: 196 shares; 2024Q1: 100 shares; 2024Q2: 100 shares 100 $4.26K <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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,000 shares; 2023Q3: 1,000 shares; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares 1,000 $4.13K <0.01% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 72 shares; 2023Q1: 72 shares; 2023Q2: 72 shares; 2023Q3: 72 shares; 2023Q4: 72 shares; 2024Q1: 72 shares; 2024Q2: 72 shares 72 $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; 2022Q3: restricted; 2022Q4: 51 shares; 2023Q1: 51 shares; 2023Q2: 51 shares; 2023Q3: 51 shares; 2023Q4: 51 shares; 2024Q1: 51 shares; 2024Q2: 51 shares 51 $4.09K <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; 2022Q3: restricted; 2022Q4: 18 shares; 2023Q1: 18 shares; 2023Q2: 18 shares; 2023Q3: 18 shares; 2023Q4: 18 shares; 2024Q1: 18 shares; 2024Q2: 18 shares 18 $3.95K <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; 2022Q3: restricted; 2022Q4: 100 shares; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares 100 $3.88K <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; 2022Q3: restricted; 2022Q4: 781 shares; 2023Q1: 781 shares; 2023Q2: 781 shares; 2023Q3: 781 shares; 2023Q4: 781 shares; 2024Q1: 580 shares; 2024Q2: 580 shares 580 $3.79K <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; 2022Q3: restricted; 2022Q4: 30 shares; 2023Q1: 30 shares; 2023Q2: 30 shares; 2023Q3: 30 shares; 2023Q4: 30 shares; 2024Q1: 30 shares; 2024Q2: 30 shares 30 $3.78K <0.01% 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; 2022Q3: restricted; 2022Q4: 1,105 shares; 2023Q1: 1,105 shares; 2023Q2: 1,225 shares; 2023Q3: 1,225 shares; 2023Q4: 1,128 shares; 2024Q1: 48 shares; 2024Q2: 48 shares 48 $3.73K <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; 2022Q3: restricted; 2022Q4: 192 shares; 2023Q1: 192 shares; 2023Q2: 192 shares; 2023Q3: 192 shares; 2023Q4: 192 shares; 2024Q1: 192 shares; 2024Q2: 192 shares 192 $3.58K <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; 2022Q3: restricted; 2022Q4: 7 shares; 2023Q1: 7 shares; 2023Q2: 7 shares; 2023Q3: 7 shares; 2023Q4: 7 shares; 2024Q1: 44 shares; 2024Q2: 7 shares 7 $3.54K <0.01% -37 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 6 shares; 2023Q1: 6 shares; 2023Q2: 6 shares; 2023Q3: 6 shares; 2023Q4: 6 shares; 2024Q1: 6 shares; 2024Q2: 6 shares 6 $3.33K <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; 2022Q3: restricted; 2022Q4: 49 shares; 2023Q1: 49 shares; 2023Q2: 49 shares; 2023Q3: 49 shares; 2023Q4: 49 shares; 2024Q1: 49 shares; 2024Q2: 49 shares 49 $3.23K <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; 2022Q3: restricted; 2022Q4: 28 shares; 2023Q1: 28 shares; 2023Q2: 28 shares; 2023Q3: 28 shares; 2023Q4: 28 shares; 2024Q1: 28 shares; 2024Q2: 28 shares 28 $3.15K <0.01% 0 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 39 shares; 2023Q1: 39 shares; 2023Q2: 39 shares; 2023Q3: 39 shares; 2023Q4: 39 shares; 2024Q1: 39 shares; 2024Q2: 39 shares 39 $3.06K <0.01% 0 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 20 shares; 2023Q1: 20 shares; 2023Q2: 20 shares; 2023Q3: 20 shares; 2023Q4: 20 shares; 2024Q1: 20 shares; 2024Q2: 20 shares 20 $2.65K <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; 2022Q3: restricted; 2022Q4: 397 shares; 2023Q1: 397 shares; 2023Q2: 397 shares; 2023Q3: 397 shares; 2023Q4: 397 shares; 2024Q1: 397 shares; 2024Q2: 397 shares 397 $2.55K <0.01% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 13 shares; 2023Q1: 13 shares; 2023Q2: 13 shares; 2023Q3: 13 shares; 2023Q4: 13 shares; 2024Q1: 13 shares; 2024Q2: 13 shares 13 $2.53K <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; 2022Q3: restricted; 2022Q4: 100 shares; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares 100 $2.28K <0.01% 0 SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 43 shares 43 $2.27K <0.01% new Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 414 shares; 2023Q1: 414 shares; 2023Q2: 414 shares; 2023Q3: 414 shares; 2023Q4: 414 shares; 2024Q1: 13 shares; 2024Q2: 13 shares 13 $2.25K <0.01% 0 Timeline MARATHON OIL CORP MARATHON OIL CORP More: the full row for MARATHON OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 73 shares; 2024Q2: 73 shares 73 $2.1K <0.01% 0 APYX APYX MEDICAL CORPORATION More: the full row for APYX MEDICAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 1,568 shares; 2023Q2: 1,568 shares; 2023Q3: 1,568 shares; 2023Q4: 1,568 shares; 2024Q1: 1,568 shares; 2024Q2: 1,568 shares 1,568 $2.1K <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; 2022Q3: restricted; 2022Q4: 20 shares; 2023Q1: 20 shares; 2023Q2: 20 shares; 2023Q3: 20 shares; 2023Q4: 20 shares; 2024Q1: 20 shares; 2024Q2: 20 shares 20 $1.88K <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; 2022Q3: restricted; 2022Q4: 30 shares; 2023Q1: 30 shares; 2023Q2: 30 shares; 2023Q3: 30 shares; 2023Q4: 30 shares; 2024Q1: 30 shares; 2024Q2: 30 shares 30 $1.65K <0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 319 shares; 2023Q1: 319 shares; 2023Q2: 319 shares; 2023Q3: 319 shares; 2023Q4: 1 shares; 2024Q1: 130 shares; 2024Q2: 130 shares 130 $1.62K <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; 2022Q3: restricted; 2022Q4: 734 shares; 2023Q1: 734 shares; 2023Q2: 734 shares; 2023Q3: 734 shares; 2023Q4: 223 shares; 2024Q1: 216 shares; 2024Q2: 216 shares 216 $1.61K <0.01% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3 shares; 2024Q2: 3 shares 3 $1.51K <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; 2022Q3: restricted; 2022Q4: 100 shares; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 106 shares; 2024Q1: 6 shares; 2024Q2: 6 shares 6 $1.5K <0.01% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 14 shares; 2023Q1: 14 shares; 2023Q2: 14 shares; 2023Q3: 14 shares; 2023Q4: 14 shares; 2024Q1: 9 shares; 2024Q2: 9 shares 9 $1.49K <0.01% 0 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 740 shares; 2023Q1: 740 shares; 2023Q2: 740 shares; 2023Q3: 750 shares; 2023Q4: 750 shares; 2024Q1: 750 shares; 2024Q2: 10 shares 10 $1.48K <0.01% -740 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 27 shares; 2023Q1: 6 shares; 2023Q2: 129 shares; 2023Q3: 129 shares; 2023Q4: 295 shares; 2024Q1: 295 shares; 2024Q2: 6 shares 6 $1.19K <0.01% -289 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 50 shares; 2023Q4: 50 shares; 2024Q1: 50 shares; 2024Q2: 50 shares 50 $1.17K <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; 2022Q3: restricted; 2022Q4: 6 shares; 2023Q1: 6 shares; 2023Q2: 6 shares; 2023Q3: 6 shares; 2023Q4: 6 shares; 2024Q1: 6 shares; 2024Q2: 6 shares 6 $1.05K <0.01% 0 Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 145 shares; 2023Q1: 132 shares; 2023Q2: 132 shares; 2023Q3: 149 shares; 2023Q4: 50 shares; 2024Q1: 50 shares; 2024Q2: 50 shares 50 $1.03K <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; 2022Q3: restricted; 2022Q4: 14 shares; 2023Q1: 14 shares; 2023Q2: 14 shares; 2023Q3: 14 shares; 2023Q4: 14 shares; 2024Q1: 2 shares; 2024Q2: 2 shares 2 $991 <0.01% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 400 shares; 2023Q1: 406 shares; 2023Q2: 406 shares; 2023Q3: 406 shares; 2023Q4: 406 shares; 2024Q1: 6 shares; 2024Q2: 6 shares 6 $790 <0.01% 0 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; 2022Q3: restricted; 2022Q4: 20 shares; 2023Q1: 20 shares; 2023Q2: 20 shares; 2023Q3: 20 shares; 2023Q4: 20 shares; 2024Q1: 20 shares; 2024Q2: 20 shares 20 $764 <0.01% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,740 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 12 shares; 2024Q2: 12 shares 12 $716 <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; 2022Q3: restricted; 2022Q4: 53 shares; 2023Q1: 53 shares; 2023Q2: 53 shares; 2023Q3: 53 shares; 2023Q4: 53 shares; 2024Q1: 53 shares; 2024Q2: 53 shares 53 $707 <0.01% 0 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; 2022Q3: restricted; 2022Q4: 300 shares; 2023Q1: 300 shares; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: 300 shares 300 $549 <0.01% 0 Timeline TDC TERADATA CORP DEL More: the full row for TERADATA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 12 shares; 2023Q1: 12 shares; 2023Q2: 12 shares; 2023Q3: 12 shares; 2023Q4: 12 shares; 2024Q1: 12 shares; 2024Q2: 12 shares 12 $415 <0.01% 0 Timeline DM DESKTOP METAL INC CLASS A COM More: the full row for DESKTOP METAL INC CLASS A COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 50 shares 50 $207 <0.01% new 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; 2022Q3: restricted; 2022Q4: 80 shares; 2023Q1: 80 shares; 2023Q2: 80 shares; 2023Q3: 80 shares; 2023Q4: 87 shares; 2024Q1: 7 shares; 2024Q2: 7 shares 7 $185 <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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 6 shares; 2024Q1: 6 shares; 2024Q2: 6 shares 6 $163 <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; 2022Q3: restricted; 2022Q4: 12 shares; 2023Q1: 12 shares; 2023Q2: 12 shares; 2023Q3: 12 shares; 2023Q4: 12 shares; 2024Q1: 12 shares; 2024Q2: 12 shares 12 $149 <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; 2022Q3: restricted; 2022Q4: 85 shares; 2023Q1: 85 shares; 2023Q2: 85 shares; 2023Q3: 85 shares; 2023Q4: 85 shares; 2024Q1: 85 shares; 2024Q2: 85 shares 85 $49 <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; 2022Q3: restricted; 2022Q4: 296 shares; 2023Q1: 263 shares; 2023Q2: 263 shares; 2023Q3: 290 shares; 2023Q4: 290 shares; 2024Q1: 2 shares; 2024Q2: 2 shares 2 $25 <0.01% 0 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 0 shares 0 $6 <0.01% new Amount filed as zero, left out of ratios. Timeline