TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 415,476 shares; 2023Q1: 415,476 shares; 2023Q2: 415,476 shares; 2023Q3: 415,476 shares; 2023Q4: 402,426 shares; 2024Q1: 380,426 shares; 2024Q2: 380,426 shares; 2024Q3: 380,426 shares 380,426 $60.4M 21.55% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 15,545 shares; 2024Q1: 56,823 shares; 2024Q2: 137,815 shares; 2024Q3: 146,802 shares 146,802 $26.3M 9.38% +8,987 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 279,447 shares; 2023Q1: 252,188 shares; 2023Q2: 250,253 shares; 2023Q3: 261,109 shares; 2023Q4: 259,900 shares; 2024Q1: 255,244 shares; 2024Q2: 241,641 shares; 2024Q3: 241,926 shares 241,926 $17.2M 6.13% +285 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 71,076 shares; 2023Q1: 70,383 shares; 2023Q2: 70,084 shares; 2023Q3: 75,139 shares; 2023Q4: 77,888 shares; 2024Q1: 86,556 shares; 2024Q2: 82,944 shares; 2024Q3: 82,989 shares 82,989 $16.7M 5.94% +45 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 160,667 shares; 2023Q1: 185,179 shares; 2023Q2: 177,395 shares; 2023Q3: 168,878 shares; 2023Q4: 167,534 shares; 2024Q1: 156,381 shares; 2024Q2: 156,289 shares; 2024Q3: 156,332 shares 156,332 $15M 5.34% +43 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 58,219 shares; 2023Q1: 57,207 shares; 2023Q2: 57,228 shares; 2023Q3: 61,137 shares; 2023Q4: 62,614 shares; 2024Q1: 66,346 shares; 2024Q2: 63,675 shares; 2024Q3: 53,596 shares 53,596 $14.3M 5.11% -10,079 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 192,617 shares; 2023Q1: 192,752 shares; 2023Q2: 199,920 shares; 2023Q3: 216,456 shares; 2023Q4: 237,249 shares; 2024Q1: 225,741 shares; 2024Q2: 216,570 shares; 2024Q3: 216,188 shares 216,188 $12.4M 4.43% -382 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 160,560 shares; 2023Q1: 158,231 shares; 2023Q2: 158,104 shares; 2023Q3: 162,276 shares; 2023Q4: 162,830 shares; 2024Q1: 156,988 shares; 2024Q2: 142,362 shares; 2024Q3: 142,429 shares 142,429 $11.2M 3.98% +67 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 191,764 shares; 2023Q1: 193,168 shares; 2023Q2: 211,526 shares; 2023Q3: 218,605 shares; 2023Q4: 236,489 shares; 2024Q1: 292,407 shares; 2024Q2: 185,821 shares; 2024Q3: 183,776 shares 183,776 $8.62M 3.07% -2,045 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 122,532 shares; 2023Q1: 60,758 shares; 2023Q2: 60,938 shares; 2023Q3: 61,528 shares; 2023Q4: 64,203 shares; 2024Q1: 127,967 shares; 2024Q2: 174,702 shares; 2024Q3: 131,660 shares 131,660 $8.39M 2.99% -43,042 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 75,683 shares; 2023Q4: 87,555 shares; 2024Q1: 92,841 shares; 2024Q2: 95,440 shares; 2024Q3: 98,570 shares 98,570 $8.2M 2.92% +3,130 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 45,472 shares; 2023Q1: 53,680 shares; 2023Q2: 52,147 shares; 2023Q3: 42,786 shares; 2023Q4: 42,269 shares; 2024Q1: 35,743 shares; 2024Q2: 35,784 shares; 2024Q3: 35,834 shares 35,834 $7.07M 2.52% +50 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 16,401 shares; 2023Q1: 19,802 shares; 2023Q2: 19,223 shares; 2023Q3: 16,317 shares; 2023Q4: 15,409 shares; 2024Q1: 11,288 shares; 2024Q2: 10,716 shares; 2024Q3: 10,729 shares 10,729 $6.19M 2.21% +13 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 76,047 shares; 2023Q1: 65,089 shares; 2023Q2: 65,223 shares; 2023Q3: 63,650 shares; 2023Q4: 64,489 shares; 2024Q1: 55,710 shares; 2024Q2: 55,677 shares; 2024Q3: 56,095 shares 56,095 $6.12M 2.18% +418 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 3,000 shares; 2023Q4: 3,000 shares; 2024Q1: 3,000 shares; 2024Q2: 25,550 shares; 2024Q3: 48,164 shares 48,164 $5.85M 2.09% +22,614 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 181,597 shares; 2023Q1: 180,321 shares; 2023Q2: 181,422 shares; 2023Q3: 179,291 shares; 2023Q4: 174,038 shares; 2024Q1: 168,160 shares; 2024Q2: 125,207 shares; 2024Q3: 125,207 shares 125,207 $5.74M 2.05% 0 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 46,565 shares; 2023Q1: 51,005 shares; 2023Q2: 52,978 shares; 2023Q3: 57,810 shares; 2023Q4: 50,621 shares; 2024Q1: 50,876 shares; 2024Q2: 51,806 shares; 2024Q3: 51,839 shares 51,839 $5.12M 1.83% +33 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 33,965 shares; 2023Q3: 66,843 shares; 2023Q4: 64,654 shares; 2024Q1: 69,811 shares; 2024Q2: 59,873 shares; 2024Q3: 60,341 shares 60,341 $4.87M 1.74% +468 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 32,545 shares; 2023Q3: 33,871 shares; 2023Q4: 34,535 shares; 2024Q1: 30,633 shares; 2024Q2: 30,704 shares; 2024Q3: 30,795 shares 30,795 $4.74M 1.69% +91 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 84,224 shares; 2024Q2: 84,454 shares; 2024Q3: 88,070 shares 88,070 $4.29M 1.53% +3,616 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 254,358 shares; 2023Q4: 276,558 shares; 2024Q1: 265,058 shares; 2024Q2: 230,741 shares; 2024Q3: 233,140 shares 233,140 $4.11M 1.47% +2,399 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 51 shares; 2023Q1: 51 shares; 2023Q2: 36 shares; 2023Q3: 1,036 shares; 2023Q4: 116 shares; 2024Q1: 111 shares; 2024Q2: 379 shares; 2024Q3: 7,807 shares 7,807 $3.36M 1.2% +7,428 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 58,408 shares; 2023Q4: 1,816 shares; 2024Q1: 1,157 shares; 2024Q2: 1,003 shares; 2024Q3: 29,965 shares 29,965 $2.94M 1.05% +28,962 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 210 shares; 2024Q3: 26,052 shares 26,052 $2.83M 1.01% +25,842 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 55,331 shares 55,331 $2.31M 0.82% new Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 15,032 shares; 2023Q1: 20,202 shares; 2023Q2: 23,552 shares; 2023Q3: 25,883 shares; 2023Q4: 25,076 shares; 2024Q1: 33,350 shares; 2024Q2: 18,388 shares; 2024Q3: 18,167 shares 18,167 $1.77M 0.63% -221 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 10,526 shares; 2023Q1: 14,312 shares; 2023Q2: 15,498 shares; 2023Q3: 18,207 shares; 2023Q4: 19,269 shares; 2024Q1: 25,338 shares; 2024Q2: 15,317 shares; 2024Q3: 15,346 shares 15,346 $984K 0.35% +29 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 4,824 shares; 2023Q2: 8,112 shares; 2023Q3: 9,840 shares; 2023Q4: 8,998 shares; 2024Q1: 12,323 shares; 2024Q2: 7,946 shares; 2024Q3: 7,976 shares 7,976 $946K 0.34% +30 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,233 shares; 2023Q1: 3,172 shares; 2023Q2: 4,786 shares; 2023Q3: 5,429 shares; 2023Q4: 5,265 shares; 2024Q1: 6,827 shares; 2024Q2: 4,055 shares; 2024Q3: 4,034 shares 4,034 $938K 0.33% -21 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,720 shares; 2023Q1: 5,229 shares; 2023Q2: 7,190 shares; 2023Q3: 7,212 shares; 2023Q4: 7,542 shares; 2024Q1: 8,971 shares; 2024Q2: 6,869 shares; 2024Q3: 6,851 shares 6,851 $865K 0.31% -18 Timeline CCC CCC INTELLIGENT SOLUTIONS HL More: the full row for CCC INTELLIGENT SOLUTIONS HL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 75,000 shares; 2023Q4: 70,000 shares; 2024Q1: 70,000 shares; 2024Q2: 70,000 shares; 2024Q3: 70,000 shares 70,000 $774K 0.28% 0 Timeline ESRT EMPIRE ST RLTY TR INC More: the full row for EMPIRE ST RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 104,697 shares; 2023Q2: 113,592 shares; 2023Q3: 112,083 shares; 2023Q4: 100,715 shares; 2024Q1: 101,617 shares; 2024Q2: 69,240 shares; 2024Q3: 67,942 shares 67,942 $753K 0.27% -1,298 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,881 shares; 2023Q1: 2,948 shares; 2023Q2: 3,127 shares; 2023Q3: 3,453 shares; 2023Q4: 3,543 shares; 2024Q1: 4,800 shares; 2024Q2: 2,406 shares; 2024Q3: 2,365 shares 2,365 $699K 0.25% -41 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6,703 shares; 2024Q2: 5,341 shares; 2024Q3: 5,308 shares 5,308 $630K 0.22% -33 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 18,400 shares; 2023Q1: 18,400 shares; 2023Q2: 18,400 shares; 2023Q3: 18,400 shares; 2023Q4: 18,400 shares; 2024Q1: 18,400 shares; 2024Q2: 18,400 shares; 2024Q3: 18,400 shares 18,400 $416K 0.15% 0 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,122 shares; 2023Q1: 3,604 shares; 2023Q2: 3,453 shares; 2023Q3: 3,043 shares; 2023Q4: 3,268 shares; 2024Q1: 2,927 shares; 2024Q2: 3,433 shares; 2024Q3: 3,446 shares 3,446 $415K 0.15% +13 Timeline SPEU SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 12,317 shares; 2023Q1: 10,461 shares; 2023Q2: 10,054 shares; 2023Q3: 8,577 shares; 2023Q4: 8,597 shares; 2024Q1: 8,219 shares; 2024Q2: 7,941 shares; 2024Q3: 7,690 shares 7,690 $342K 0.12% -251 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6,305 shares; 2024Q3: 6,354 shares 6,354 $325K 0.12% +49 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 17,944 shares; 2023Q1: 20,130 shares; 2023Q2: 21,928 shares; 2023Q3: 22,789 shares; 2023Q4: 26,939 shares; 2024Q1: 36,641 shares; 2024Q2: 9,046 shares; 2024Q3: 9,021 shares 9,021 $300K 0.11% -25 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,658 shares; 2023Q1: 2,155 shares; 2023Q2: 2,467 shares; 2023Q3: 2,491 shares; 2023Q4: 2,896 shares; 2024Q1: 3,590 shares; 2024Q2: 829 shares; 2024Q3: 799 shares 799 $291K 0.1% -30 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 433 shares; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 560 shares; 2024Q2: 630 shares; 2024Q3: 630 shares 630 $290K 0.1% 0 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 6,186 shares; 2023Q1: 6,107 shares; 2023Q2: 6,127 shares; 2023Q3: 6,127 shares; 2023Q4: 6,675 shares; 2024Q1: 6,819 shares; 2024Q2: 6,835 shares; 2024Q3: 6,857 shares 6,857 $287K 0.1% +22 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 8,652 shares; 2023Q1: 7,510 shares; 2023Q2: 7,053 shares; 2023Q3: 6,152 shares; 2023Q4: 6,181 shares; 2024Q1: 5,333 shares; 2024Q2: 4,187 shares; 2024Q3: 4,065 shares 4,065 $255K 0.09% -122 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 10,300 shares; 2023Q1: 10,302 shares; 2023Q2: 10,306 shares; 2023Q3: 10,310 shares; 2023Q4: 10,314 shares; 2024Q1: 10,317 shares; 2024Q2: 10,320 shares; 2024Q3: 10,324 shares 10,324 $240K 0.09% +4 ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 10,672 shares; 2023Q1: 10,773 shares; 2023Q2: 10,774 shares; 2023Q3: 10,776 shares; 2023Q4: 10,779 shares; 2024Q1: 10,780 shares; 2024Q2: 10,110 shares; 2024Q3: 10,112 shares 10,112 $236K 0.08% +2 VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 4,678 shares; 2023Q1: 4,462 shares; 2023Q2: 4,517 shares; 2023Q3: 4,537 shares; 2023Q4: 4,583 shares; 2024Q1: 4,608 shares; 2024Q2: 3,777 shares; 2024Q3: 3,801 shares 3,801 $234K 0.08% +24 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,900 shares; 2023Q1: 1,900 shares; 2023Q2: 1,900 shares; 2023Q3: 1,900 shares; 2023Q4: 1,900 shares; 2024Q1: 1,900 shares; 2024Q2: 1,900 shares; 2024Q3: 1,900 shares 1,900 $223K 0.08% 0 Timeline IBHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 10,300 shares; 2023Q1: 10,303 shares; 2023Q2: 10,308 shares; 2023Q3: 10,314 shares; 2023Q4: 10,321 shares; 2024Q1: 10,325 shares; 2024Q2: 9,831 shares; 2024Q3: 9,837 shares 9,837 $222K 0.08% +6 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 52 shares; 2023Q1: 12 shares; 2023Q2: 12 shares; 2023Q3: 12 shares; 2023Q4: 12 shares; 2024Q1: 12 shares; 2024Q2: 238 shares; 2024Q3: 238 shares 238 $211K 0.08% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 215 shares; 2024Q3: 215 shares 215 $190K 0.07% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,976 shares; 2024Q1: 1,276 shares; 2024Q2: 1,276 shares; 2024Q3: 1,276 shares 1,276 $182K 0.06% 0 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,721 shares; 2023Q1: 2,721 shares; 2023Q2: 2,749 shares; 2023Q3: 2,749 shares; 2023Q4: 2,790 shares; 2024Q1: 2,790 shares; 2024Q2: 2,753 shares; 2024Q3: 2,620 shares 2,620 $174K 0.06% -133 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,400 shares; 2023Q1: 1,827 shares; 2023Q2: 1,827 shares; 2023Q3: 2,127 shares; 2023Q4: 2,727 shares; 2024Q1: 2,427 shares; 2024Q2: 2,427 shares; 2024Q3: 2,427 shares 2,427 $144K 0.05% 0 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 4,490 shares; 2023Q1: 4,290 shares; 2023Q2: 4,321 shares; 2023Q3: 4,584 shares; 2023Q4: 4,675 shares; 2024Q1: 4,675 shares; 2024Q2: 3,835 shares; 2024Q3: 3,835 shares 3,835 $140K 0.05% 0 Timeline RWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 72,260 shares; 2023Q1: 72,679 shares; 2023Q2: 66,891 shares; 2023Q3: 65,695 shares; 2023Q4: 66,285 shares; 2024Q1: 38,550 shares; 2024Q2: 5,629 shares; 2024Q3: 5,034 shares 5,034 $139K 0.05% -595 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 14,354 shares; 2023Q1: 11,804 shares; 2023Q2: 639 shares; 2023Q3: 627 shares; 2023Q4: 537 shares; 2024Q1: 536 shares; 2024Q2: 536 shares; 2024Q3: 536 shares 536 $132K 0.05% 0 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 7,600 shares; 2023Q3: 6,600 shares; 2023Q4: 6,600 shares; 2024Q1: 4,000 shares; 2024Q2: 2,000 shares; 2024Q3: 2,000 shares 2,000 $123K 0.04% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 195 shares; 2024Q3: 296 shares 296 $120K 0.04% +101 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 685 shares; 2023Q1: 480 shares; 2023Q2: 480 shares; 2023Q3: 480 shares; 2023Q4: 480 shares; 2024Q1: 480 shares; 2024Q2: 580 shares; 2024Q3: 580 shares 580 $108K 0.04% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 207 shares; 2023Q1: 207 shares; 2023Q2: 247 shares; 2023Q3: 232 shares; 2023Q4: 208 shares; 2024Q1: 208 shares; 2024Q2: 288 shares; 2024Q3: 208 shares 208 $102K 0.04% -80 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,720 shares; 2023Q1: 1,720 shares; 2023Q2: 1,720 shares; 2023Q3: 1,720 shares; 2023Q4: 1,720 shares; 2024Q1: 1,720 shares; 2024Q2: 1,720 shares; 2024Q3: 1,720 shares 1,720 $82.3K 0.03% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 135 shares; 2024Q3: 285 shares 285 $78.4K 0.03% +150 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 255 shares; 2024Q3: 255 shares 255 $77.7K 0.03% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 358 shares; 2023Q1: 330 shares; 2023Q2: 303 shares; 2023Q3: 194 shares; 2023Q4: 194 shares; 2024Q1: 194 shares; 2024Q2: 194 shares; 2024Q3: 194 shares 194 $72.8K 0.03% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 205 shares; 2023Q1: 205 shares; 2023Q2: 205 shares; 2023Q3: 205 shares; 2023Q4: 205 shares; 2024Q1: 205 shares; 2024Q2: 300 shares; 2024Q3: 245 shares 245 $69.7K 0.02% -55 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 16 shares; 2023Q1: 16 shares; 2023Q2: 26 shares; 2023Q3: 36 shares; 2023Q4: 37 shares; 2024Q1: 267 shares; 2024Q2: 268 shares; 2024Q3: 268 shares 268 $59.2K 0.02% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 678 shares; 2023Q1: 678 shares; 2023Q2: 678 shares; 2023Q3: 678 shares; 2023Q4: 678 shares; 2024Q1: 678 shares; 2024Q2: 678 shares; 2024Q3: 678 shares 678 $56.7K 0.02% 0 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 50 shares; 2024Q2: 265 shares; 2024Q3: 265 shares 265 $55.9K 0.02% 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; 2022Q4: 221,289 shares; 2023Q1: 225,679 shares; 2023Q2: 304,522 shares; 2023Q3: 344,550 shares; 2023Q4: 362,570 shares; 2024Q1: 20,432 shares; 2024Q2: 4,785 shares; 2024Q3: 3,782 shares 3,782 $55.6K 0.02% -1,003 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 500 shares; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: 1,900 shares; 2023Q4: 500 shares; 2024Q1: 507 shares; 2024Q2: 507 shares; 2024Q3: 518 shares 518 $55K 0.02% +11 Timeline BGRN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,100 shares; 2023Q1: 1,100 shares; 2023Q2: 1,100 shares; 2023Q3: 1,100 shares; 2023Q4: 1,100 shares; 2024Q1: 1,100 shares; 2024Q2: 1,100 shares; 2024Q3: 1,100 shares 1,100 $53.2K 0.02% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 310 shares; 2023Q1: 310 shares; 2023Q2: 310 shares; 2023Q3: 310 shares; 2023Q4: 310 shares; 2024Q1: 310 shares; 2024Q2: 310 shares; 2024Q3: 310 shares 310 $51.7K 0.02% 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 601 shares; 2024Q3: 603 shares 603 $50.9K 0.02% +2 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,182 shares; 2023Q1: 1,182 shares; 2023Q2: 1,182 shares; 2023Q3: 1,182 shares; 2023Q4: 1,182 shares; 2024Q1: 1,182 shares; 2024Q2: 1,182 shares; 2024Q3: 1,182 shares 1,182 $48.8K 0.02% 0 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,000 shares; 2024Q2: 2,000 shares; 2024Q3: 2,000 shares 2,000 $46.8K 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 105 shares; 2024Q3: 225 shares 225 $46.5K 0.02% +120 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 925 shares; 2024Q2: 525 shares; 2024Q3: 525 shares 525 $43.7K 0.02% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,307 shares 1,307 $43.4K 0.02% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 250 shares; 2024Q3: 250 shares 250 $42.6K 0.02% 0 Timeline iShares MSCI Frontier 100 iShares MSCI Frontier 100 More: the full row for iShares MSCI Frontier 100 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,375 shares; 2023Q1: 1,490 shares; 2023Q2: 1,490 shares; 2023Q3: 1,490 shares; 2023Q4: 1,490 shares; 2024Q1: 1,490 shares; 2024Q2: 1,490 shares; 2024Q3: 1,490 shares 1,490 $41K 0.01% 0 GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 800 shares; 2024Q2: 360 shares; 2024Q3: 360 shares 360 $40.7K 0.01% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 60 shares; 2024Q3: 60 shares 60 $35.1K 0.01% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 298 shares; 2023Q1: 298 shares; 2023Q2: 298 shares; 2023Q3: 298 shares; 2023Q4: 299 shares; 2024Q1: 299 shares; 2024Q2: 299 shares; 2024Q3: 299 shares 299 $35K 0.01% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 225 shares; 2024Q3: 225 shares 225 $32.8K 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 83 shares; 2024Q3: 83 shares 83 $32.6K 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 570 shares; 2024Q3: 572 shares 572 $31.8K 0.01% +2 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 300 shares; 2024Q3: 300 shares 300 $31.3K 0.01% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 755 shares; 2024Q3: 760 shares 760 $30.1K 0.01% +5 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 430 shares; 2023Q1: 430 shares; 2023Q2: 430 shares; 2023Q3: 430 shares; 2023Q4: 430 shares; 2024Q1: 430 shares; 2024Q2: 430 shares; 2024Q3: 430 shares 430 $28.3K 0.01% 0 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 101,210 shares; 2023Q4: 98,454 shares; 2024Q1: 98,771 shares; 2024Q2: 88,939 shares; 2024Q3: 753 shares 753 $28K 0.01% -88,186 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 100 shares; 2024Q3: 100 shares 100 $27.2K 0.01% 0 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 406 shares; 2024Q3: 407 shares 407 $26.4K 0.01% +1 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 50 shares; 2023Q1: 50 shares; 2023Q2: 50 shares; 2023Q3: 50 shares; 2023Q4: 50 shares; 2024Q1: 50 shares; 2024Q2: 50 shares; 2024Q3: 50 shares 50 $26.4K 0.01% 0 Timeline FINX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 152,063 shares; 2023Q1: 199,281 shares; 2023Q2: 207,336 shares; 2023Q3: 221,438 shares; 2023Q4: 174,075 shares; 2024Q1: 917 shares; 2024Q2: 902 shares; 2024Q3: 900 shares 900 $25.2K 0.01% -2 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 50 shares; 2024Q3: 50 shares 50 $24.8K 0.01% 0 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 439 shares; 2023Q1: 287 shares; 2023Q2: 285 shares; 2023Q3: 225 shares; 2023Q4: 40 shares; 2024Q1: 40 shares; 2024Q2: 180 shares; 2024Q3: 181 shares 181 $22.2K 0.01% +1 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 117 shares; 2024Q3: 117 shares 117 $20.3K 0.01% 0 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 193 shares; 2023Q2: 193 shares; 2023Q3: 194 shares; 2023Q4: 194 shares; 2024Q1: 195 shares; 2024Q2: 195 shares; 2024Q3: 196 shares 196 $20.2K 0.01% +1 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 765 shares; 2023Q1: 765 shares; 2023Q2: 766 shares; 2023Q3: 766 shares; 2023Q4: 767 shares; 2024Q1: 747 shares; 2024Q2: 748 shares; 2024Q3: 748 shares 748 $19.4K 0.01% 0 Timeline NORW GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 723 shares; 2023Q1: 725 shares; 2023Q2: 725 shares; 2023Q3: 731 shares; 2023Q4: 731 shares; 2024Q1: 733 shares; 2024Q2: 733 shares; 2024Q3: 738 shares 738 $19K 0.01% +5 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 568 shares; 2023Q1: 291 shares; 2023Q2: 291 shares; 2023Q3: 215 shares; 2023Q4: 115 shares; 2024Q1: 115 shares; 2024Q2: 115 shares; 2024Q3: 115 shares 115 $17.2K 0.01% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 100 shares; 2024Q3: 100 shares 100 $17K 0.01% 0 Timeline BKCH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 13,042 shares; 2023Q1: 356 shares; 2023Q2: 355 shares; 2023Q3: 355 shares; 2023Q4: 355 shares; 2024Q1: 355 shares; 2024Q2: 355 shares; 2024Q3: 355 shares 355 $16.7K 0.01% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 195 shares; 2024Q3: 195 shares 195 $15.7K 0.01% 0 Timeline AFK VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 881 shares; 2023Q1: 881 shares; 2023Q2: 881 shares; 2023Q3: 881 shares; 2023Q4: 882 shares; 2024Q1: 882 shares; 2024Q2: 882 shares; 2024Q3: 882 shares 882 $14.8K 0.01% 0 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 104,121 shares; 2023Q1: 111,890 shares; 2023Q2: 486 shares; 2023Q3: 459 shares; 2023Q4: 257 shares; 2024Q1: 256 shares; 2024Q2: 256 shares; 2024Q3: 257 shares 257 $14.1K 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; 2022Q4: 120 shares; 2023Q1: 120 shares; 2023Q2: 120 shares; 2023Q3: 120 shares; 2023Q4: 120 shares; 2024Q1: 120 shares; 2024Q2: 195 shares; 2024Q3: 195 shares 195 $14K <0.01% 0 Timeline CRPT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 173,894 shares; 2023Q1: 4,304 shares; 2023Q2: 3,800 shares; 2023Q3: 3,800 shares; 2023Q4: 3,800 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares 1,000 $12.5K <0.01% 0 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 55 shares; 2024Q3: 55 shares 55 $11.7K <0.01% 0 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 65 shares; 2024Q3: 66 shares 66 $11.4K <0.01% +1 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 13 shares 13 $10.8K <0.01% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 90,810 shares; 2023Q1: 100 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares 200 $9.94K <0.01% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 85 shares; 2024Q1: 75 shares; 2024Q2: 50 shares; 2024Q3: 51 shares 51 $9.71K <0.01% +1 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 120 shares; 2024Q3: 120 shares 120 $9.69K <0.01% 0 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 350 shares; 2024Q1: 226 shares; 2024Q2: 177 shares; 2024Q3: 178 shares 178 $8.71K <0.01% +1 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 23 shares; 2023Q1: 23 shares; 2023Q2: 23 shares; 2023Q3: 23 shares; 2023Q4: 23 shares; 2024Q1: 23 shares; 2024Q2: 23 shares; 2024Q3: 23 shares 23 $8.48K <0.01% 0 Timeline FTXG FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 122,737 shares; 2024Q2: 123,672 shares; 2024Q3: 303 shares 303 $7.78K <0.01% -123,369 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 127 shares; 2023Q1: 128 shares; 2023Q2: 129 shares; 2023Q3: 130 shares; 2023Q4: 132 shares; 2024Q1: 133 shares; 2024Q2: 310 shares; 2024Q3: 137 shares 137 $7.08K <0.01% -173 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 100 shares; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 151 shares; 2024Q3: 151 shares 151 $6.91K <0.01% 0 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 50 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares 200 $6.41K <0.01% 0 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 250 shares; 2024Q1: 950 shares; 2024Q2: 550 shares; 2024Q3: 350 shares 350 $6.18K <0.01% -200 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 17 shares; 2023Q1: 17 shares; 2023Q2: 17 shares; 2023Q3: 17 shares; 2023Q4: 17 shares; 2024Q1: 17 shares; 2024Q2: 17 shares; 2024Q3: 17 shares 17 $5.89K <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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares 100 $5.88K <0.01% 0 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 50 shares; 2024Q2: 50 shares; 2024Q3: 50 shares 50 $5.65K <0.01% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 48 shares; 2024Q3: 48 shares 48 $5.01K <0.01% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 18,856 shares; 2023Q1: 22,476 shares; 2023Q2: 28,623 shares; 2023Q3: 2,356 shares; 2023Q4: 1,139 shares; 2024Q1: 574 shares; 2024Q2: 215 shares; 2024Q3: 50 shares 50 $4.85K <0.01% -165 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 440 shares; 2023Q1: 440 shares; 2023Q2: 440 shares; 2023Q3: 440 shares; 2023Q4: 440 shares; 2024Q1: 440 shares; 2024Q2: 440 shares; 2024Q3: 440 shares 440 $4.65K <0.01% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 60 shares; 2023Q1: 25 shares; 2023Q2: 25 shares; 2023Q3: 25 shares; 2023Q4: 25 shares; 2024Q1: 25 shares; 2024Q2: 25 shares; 2024Q3: 25 shares 25 $4.55K <0.01% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 109 shares; 2023Q1: 110 shares; 2023Q2: 111 shares; 2023Q3: 112 shares; 2023Q4: 113 shares; 2024Q1: 114 shares; 2024Q2: 115 shares; 2024Q3: 116 shares 116 $4.17K <0.01% +1 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 15 shares; 2023Q1: 15 shares; 2023Q2: 15 shares; 2023Q3: 15 shares; 2023Q4: 15 shares; 2024Q1: 15 shares; 2024Q2: 15 shares; 2024Q3: 15 shares 15 $3.92K <0.01% 0 Timeline BTX BLACKROCK TECH AND PRIVATE E More: the full row for BLACKROCK TECH AND PRIVATE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares 500 $3.77K <0.01% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 40 shares; 2023Q1: 40 shares; 2023Q2: 40 shares; 2023Q3: 40 shares; 2023Q4: 40 shares; 2024Q1: 40 shares; 2024Q2: 40 shares; 2024Q3: 40 shares 40 $3.53K <0.01% 0 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 91,831 shares; 2023Q1: 99,030 shares; 2023Q2: 86,442 shares; 2023Q3: 1,608 shares; 2023Q4: 755 shares; 2024Q1: 903 shares; 2024Q2: 652 shares; 2024Q3: 50 shares 50 $2.96K <0.01% -602 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 111 shares; 2023Q1: 112 shares; 2023Q2: 113 shares; 2023Q3: 113 shares; 2023Q4: 114 shares; 2024Q1: 115 shares; 2024Q2: 116 shares; 2024Q3: 117 shares 117 $2.39K <0.01% +1 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 8 shares; 2023Q1: 8 shares; 2023Q2: 8 shares; 2023Q3: 8 shares; 2023Q4: 8 shares; 2024Q1: 8 shares; 2024Q2: 8 shares; 2024Q3: 8 shares 8 $2.12K <0.01% 0 Timeline BYND BEYOND MEAT INC More: the full row for BEYOND MEAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 300 shares; 2023Q1: 300 shares; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 300 shares 300 $2.03K <0.01% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 23 shares; 2023Q1: 23 shares; 2023Q2: 23 shares; 2023Q3: 23 shares; 2023Q4: 23 shares; 2024Q1: 23 shares; 2024Q2: 23 shares; 2024Q3: 23 shares 23 $1.73K <0.01% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 24 shares; 2023Q1: 24 shares; 2023Q2: 24 shares; 2023Q3: 24 shares; 2023Q4: 24 shares; 2024Q1: 24 shares; 2024Q2: 139 shares; 2024Q3: 24 shares 24 $1.5K <0.01% -115 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 30 shares; 2023Q1: 30 shares; 2023Q2: 30 shares; 2023Q3: 30 shares; 2023Q4: 30 shares; 2024Q1: 30 shares; 2024Q2: 30 shares; 2024Q3: 30 shares 30 $1.2K <0.01% 0 Timeline AMPLIFY ALTERNATIVE HARVEST… AMPLIFY ALTERNATIVE HARVEST ETF More: the full row for AMPLIFY ALTERNATIVE HARVEST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 219 shares; 2024Q2: 229 shares; 2024Q3: 234 shares 234 $774 <0.01% +5 DXC DXC TECHNOLOGY CO More: the full row for DXC TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 8 shares; 2023Q1: 8 shares; 2023Q2: 8 shares; 2023Q3: 8 shares; 2023Q4: 8 shares; 2024Q1: 8 shares; 2024Q2: 8 shares; 2024Q3: 8 shares 8 $169 <0.01% 0 Timeline CEL-SCI CORP CEL-SCI CORP More: the full row for CEL-SCI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 40 shares; 2023Q1: 40 shares; 2023Q2: 40 shares; 2023Q3: 40 shares; 2023Q4: 40 shares; 2024Q1: 40 shares; 2024Q2: 40 shares; 2024Q3: 40 shares 40 $43 <0.01% 0