TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 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 380,426 $67.3M 25.09% 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 15,545 shares; 2024Q1: 56,823 shares; 2024Q2: 137,815 shares 137,815 $22.6M 8.44% +80,992 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; 2022Q3: restricted; 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 241,641 $16.1M 6.02% -13,603 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: 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 63,675 $15.9M 5.94% -2,671 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: 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 82,944 $15.1M 5.64% -3,612 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: 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 156,289 $14.5M 5.39% -92 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: 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 216,570 $11.6M 4.32% -9,171 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; 2022Q3: restricted; 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 142,362 $10.6M 3.94% -14,626 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; 2022Q3: restricted; 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 174,702 $10.4M 3.86% +46,735 Timeline SHY 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: not reported; 2023Q2: not reported; 2023Q3: 75,683 shares; 2023Q4: 87,555 shares; 2024Q1: 92,841 shares; 2024Q2: 95,440 shares 95,440 $7.79M 2.91% +2,599 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; 2022Q3: restricted; 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 185,821 $7.54M 2.81% -106,586 Timeline IVE 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: 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 35,784 $6.51M 2.43% +41 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: 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 10,716 $5.86M 2.19% -572 Timeline VLUE 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: 76,047 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 55,677 $5.76M 2.15% -33 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: 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 125,207 $5.33M 1.99% -42,953 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; 2022Q3: restricted; 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 51,806 $4.8M 1.79% +930 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: 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 30,704 $4.48M 1.67% +71 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; 2022Q3: restricted; 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 59,873 $4.08M 1.52% -9,938 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 84,224 shares; 2024Q2: 84,454 shares 84,454 $3.98M 1.48% +230 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; 2022Q3: restricted; 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 230,741 $3.47M 1.3% -34,317 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; 2022Q3: restricted; 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 88,939 $3.17M 1.18% -9,832 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: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 3,000 shares; 2023Q4: 3,000 shares; 2024Q1: 3,000 shares; 2024Q2: 25,550 shares 25,550 $3.16M 1.18% +22,550 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 122,737 shares; 2024Q2: 123,672 shares 123,672 $2.9M 1.08% +935 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: 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 18,388 $1.54M 0.57% -14,962 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: 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 4,055 $788K 0.29% -2,772 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 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 15,317 $785K 0.29% -10,021 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; 2022Q3: restricted; 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 70,000 $778K 0.29% 0 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; 2022Q3: restricted; 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 7,946 $776K 0.29% -4,377 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: 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 6,869 $771K 0.29% -2,102 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; 2022Q3: restricted; 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 2,406 $655K 0.24% -2,394 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; 2022Q3: restricted; 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 69,240 $649K 0.24% -32,377 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6,703 shares; 2024Q2: 5,341 shares 5,341 $625K 0.23% -1,362 Timeline SUSA 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: 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 3,433 $386K 0.14% +506 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: 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 7,941 $332K 0.12% -278 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: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6,305 shares 6,305 $316K 0.12% new 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; 2022Q3: restricted; 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 18,400 $299K 0.11% 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; 2022Q3: restricted; 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 6,835 $263K 0.1% +16 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; 2022Q3: restricted; 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 9,046 $259K 0.1% -27,595 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: 433 shares; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 560 shares; 2024Q2: 630 shares 630 $256K 0.1% +70 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; 2022Q3: restricted; 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 10,320 $240K 0.09% +3 EEMV 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: 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 4,187 $240K 0.09% -1,146 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 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 829 $238K 0.09% -2,761 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; 2022Q3: restricted; 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 10,110 $235K 0.09% -670 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: 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 1,900 $219K 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; 2022Q3: restricted; 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 9,831 $217K 0.08% -494 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 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 3,777 $216K 0.08% -831 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: 52 shares; 2023Q1: 12 shares; 2023Q2: 12 shares; 2023Q3: 12 shares; 2023Q4: 12 shares; 2024Q1: 12 shares; 2024Q2: 238 shares 238 $202K 0.08% +226 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: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 215 shares 215 $195K 0.07% new 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,976 shares; 2024Q1: 1,276 shares; 2024Q2: 1,276 shares 1,276 $176K 0.07% 0 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: 51 shares; 2023Q1: 51 shares; 2023Q2: 36 shares; 2023Q3: 1,036 shares; 2023Q4: 116 shares; 2024Q1: 111 shares; 2024Q2: 379 shares 379 $169K 0.06% +268 Timeline IPAC 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: 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 2,753 $169K 0.06% -37 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; 2022Q3: restricted; 2022Q4: 14,354 shares; 2023Q1: 11,804 shares; 2023Q2: 639 shares; 2023Q3: 627 shares; 2023Q4: 537 shares; 2024Q1: 536 shares; 2024Q2: 536 shares 536 $140K 0.05% 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: 207 shares; 2023Q1: 207 shares; 2023Q2: 247 shares; 2023Q3: 232 shares; 2023Q4: 208 shares; 2024Q1: 208 shares; 2024Q2: 288 shares 288 $138K 0.05% +80 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; 2022Q3: restricted; 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 2,427 $138K 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; 2022Q3: restricted; 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 5,629 $135K 0.05% -32,921 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; 2022Q3: restricted; 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 2,000 $133K 0.05% -2,000 Timeline ESGE 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: 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 3,835 $129K 0.05% -840 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: 685 shares; 2023Q1: 480 shares; 2023Q2: 480 shares; 2023Q3: 480 shares; 2023Q4: 480 shares; 2024Q1: 480 shares; 2024Q2: 580 shares 580 $112K 0.04% +100 Timeline TLT 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: not reported; 2023Q2: not reported; 2023Q3: 58,408 shares; 2023Q4: 1,816 shares; 2024Q1: 1,157 shares; 2024Q2: 1,003 shares 1,003 $92.1K 0.03% -154 Timeline IWO 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: 205 shares; 2023Q1: 205 shares; 2023Q2: 205 shares; 2023Q3: 205 shares; 2023Q4: 205 shares; 2024Q1: 205 shares; 2024Q2: 300 shares 300 $78.8K 0.03% +95 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: 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 1,720 $75.3K 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; 2022Q3: restricted; 2022Q4: 358 shares; 2023Q1: 330 shares; 2023Q2: 303 shares; 2023Q3: 194 shares; 2023Q4: 194 shares; 2024Q1: 194 shares; 2024Q2: 194 shares 194 $70.7K 0.03% 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 195 shares 195 $67.1K 0.03% new 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: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 255 shares 255 $65K 0.02% new 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: 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 4,785 $63.7K 0.02% -15,647 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: 16 shares; 2023Q1: 16 shares; 2023Q2: 26 shares; 2023Q3: 36 shares; 2023Q4: 37 shares; 2024Q1: 267 shares; 2024Q2: 268 shares 268 $54.3K 0.02% +1 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: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 50 shares; 2024Q2: 265 shares 265 $53.6K 0.02% +215 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: 678 shares; 2023Q1: 678 shares; 2023Q2: 678 shares; 2023Q3: 678 shares; 2023Q4: 678 shares; 2024Q1: 678 shares; 2024Q2: 678 shares 678 $53.1K 0.02% 0 Timeline BGRN 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: 1,100 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 1,100 $51.2K 0.02% 0 Timeline FLOT 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: 994 shares; 2023Q1: 994 shares; 2023Q2: 994 shares; 2023Q3: 994 shares; 2023Q4: 994 shares; 2024Q1: 994 shares; 2024Q2: 994 shares 994 $50.8K 0.02% 0 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 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 1,182 $47.4K 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; 2022Q3: restricted; 2022Q4: 310 shares; 2023Q1: 310 shares; 2023Q2: 310 shares; 2023Q3: 310 shares; 2023Q4: 310 shares; 2024Q1: 310 shares; 2024Q2: 310 shares 310 $47.2K 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,000 shares; 2024Q2: 2,000 shares 2,000 $45.8K 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 601 shares 601 $42.6K 0.02% new Timeline DGRW 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: 925 shares; 2024Q2: 525 shares 525 $41K 0.02% -400 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; 2022Q3: restricted; 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 1,490 $40.9K 0.02% 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 800 shares; 2024Q2: 360 shares 360 $38.5K 0.01% -440 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; 2022Q3: restricted; 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 652 $36.8K 0.01% -251 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; 2022Q3: restricted; 2022Q4: 500 shares; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: 1,900 shares; 2023Q4: 500 shares; 2024Q1: 507 shares; 2024Q2: 507 shares 507 $36.5K 0.01% 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: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 135 shares 135 $35.4K 0.01% 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 250 shares 250 $35.3K 0.01% new Timeline UNG UNITED STS NAT GAS FD LP More: the full row for UNITED STS NAT GAS FD LP 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: 207,326 shares; 2024Q2: 1,914 shares 1,914 $33.4K 0.01% -205,412 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: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 105 shares 105 $32.8K 0.01% new 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: 298 shares; 2023Q1: 298 shares; 2023Q2: 298 shares; 2023Q3: 298 shares; 2023Q4: 299 shares; 2024Q1: 299 shares; 2024Q2: 299 shares 299 $31.9K 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 225 shares 225 $30.9K 0.01% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 60 shares 60 $30.6K 0.01% 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: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 755 shares 755 $30K 0.01% new 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: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 570 shares 570 $29.6K 0.01% new 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: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 300 shares 300 $29.2K 0.01% new 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: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 83 shares 83 $27.6K 0.01% new 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: 430 shares; 2023Q1: 430 shares; 2023Q2: 430 shares; 2023Q3: 430 shares; 2023Q4: 430 shares; 2024Q1: 430 shares; 2024Q2: 430 shares 430 $24.6K 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 406 shares 406 $24.4K 0.01% new Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 130 shares; 2023Q1: 130 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 190 shares 190 $23.5K 0.01% new 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: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 100 shares 100 $23.2K 0.01% new 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; 2022Q3: restricted; 2022Q4: 439 shares; 2023Q1: 287 shares; 2023Q2: 285 shares; 2023Q3: 225 shares; 2023Q4: 40 shares; 2024Q1: 40 shares; 2024Q2: 180 shares 180 $23K 0.01% +140 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; 2022Q3: restricted; 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 902 $22.7K 0.01% -15 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 50 shares 50 $22.6K 0.01% new 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: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 105 shares 105 $22.4K 0.01% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 40 shares 40 $22.2K 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: 50 shares; 2023Q1: 50 shares; 2023Q2: 50 shares; 2023Q3: 50 shares; 2023Q4: 50 shares; 2024Q1: 50 shares; 2024Q2: 50 shares 50 $21.8K 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; 2022Q3: restricted; 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 215 $21.4K 0.01% -359 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: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 90 shares 90 $20.4K 0.01% new 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: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 40 shares 40 $20.2K 0.01% new 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 210 shares 210 $19.9K 0.01% new 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: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 117 shares 117 $19.3K 0.01% new 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; 2022Q3: restricted; 2022Q4: 723 shares; 2023Q1: 725 shares; 2023Q2: 725 shares; 2023Q3: 731 shares; 2023Q4: 731 shares; 2024Q1: 733 shares; 2024Q2: 733 shares 733 $18.8K 0.01% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 390 shares 390 $18.5K 0.01% new Timeline ILF 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: 765 shares; 2023Q1: 765 shares; 2023Q2: 766 shares; 2023Q3: 766 shares; 2023Q4: 767 shares; 2024Q1: 747 shares; 2024Q2: 748 shares 748 $18.5K 0.01% +1 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; 2022Q3: restricted; 2022Q4: 13,042 shares; 2023Q1: 356 shares; 2023Q2: 355 shares; 2023Q3: 355 shares; 2023Q4: 355 shares; 2024Q1: 355 shares; 2024Q2: 355 shares 355 $18.1K 0.01% 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: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 460 shares 460 $18K 0.01% new Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 193 shares; 2023Q2: 193 shares; 2023Q3: 194 shares; 2023Q4: 194 shares; 2024Q1: 195 shares; 2024Q2: 195 shares 195 $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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 100 shares 100 $16.5K 0.01% new Timeline ITA 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: 568 shares; 2023Q1: 291 shares; 2023Q2: 291 shares; 2023Q3: 215 shares; 2023Q4: 115 shares; 2024Q1: 115 shares; 2024Q2: 115 shares 115 $15.2K 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; 2022Q3: restricted; 2022Q4: 881 shares; 2023Q1: 881 shares; 2023Q2: 881 shares; 2023Q3: 881 shares; 2023Q4: 882 shares; 2024Q1: 882 shares; 2024Q2: 882 shares 882 $13.9K 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; 2022Q3: restricted; 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 1,000 $13.4K <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; 2022Q3: restricted; 2022Q4: 104,121 shares; 2023Q1: 111,890 shares; 2023Q2: 486 shares; 2023Q3: 459 shares; 2023Q4: 257 shares; 2024Q1: 256 shares; 2024Q2: 256 shares 256 $13.4K <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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 195 shares 195 $13.2K <0.01% new 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: 127 shares; 2023Q1: 128 shares; 2023Q2: 129 shares; 2023Q3: 130 shares; 2023Q4: 132 shares; 2024Q1: 133 shares; 2024Q2: 310 shares 310 $12.9K <0.01% +177 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: 120 shares; 2023Q1: 120 shares; 2023Q2: 120 shares; 2023Q3: 120 shares; 2023Q4: 120 shares; 2024Q1: 120 shares; 2024Q2: 195 shares 195 $12.4K <0.01% +75 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: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 120 shares 120 $12K <0.01% new 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: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 115 shares 115 $11.9K <0.01% new 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: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 80 shares 80 $11.7K <0.01% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 160 shares 160 $11.2K <0.01% new 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: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 105 shares 105 $10.7K <0.01% new 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 55 shares 55 $10.6K <0.01% new 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: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 65 shares 65 $9.62K <0.01% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 145 shares 145 $9.49K <0.01% new 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: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 300 shares 300 $9.29K <0.01% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 85 shares; 2024Q1: 75 shares; 2024Q2: 50 shares 50 $9.27K <0.01% -25 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 65 shares 65 $8.9K <0.01% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC 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: 139 shares 139 $8.82K <0.01% +115 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; 2022Q3: restricted; 2022Q4: 90,810 shares; 2023Q1: 100 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares 200 $8.79K <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: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 313 shares 313 $8.76K <0.01% new 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 50 shares; 2024Q1: 200 shares; 2024Q2: 200 shares 200 $8.28K <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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 350 shares; 2024Q1: 226 shares; 2024Q2: 177 shares 177 $8K <0.01% -49 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM 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: 40 shares 40 $7.97K <0.01% new 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: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 120 shares 120 $7.57K <0.01% new 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; 2022Q3: restricted; 2022Q4: 23 shares; 2023Q1: 23 shares; 2023Q2: 23 shares; 2023Q3: 23 shares; 2023Q4: 23 shares; 2024Q1: 23 shares; 2024Q2: 23 shares 23 $7.22K <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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 250 shares; 2024Q1: 950 shares; 2024Q2: 550 shares 550 $7K <0.01% -400 Timeline USB US BANCORP More: the full row for US BANCORP 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: 151 shares 151 $6K <0.01% +51 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: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 60 shares 60 $5.78K <0.01% new 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: 17 shares; 2023Q1: 17 shares; 2023Q2: 17 shares; 2023Q3: 17 shares; 2023Q4: 17 shares; 2024Q1: 17 shares; 2024Q2: 17 shares 17 $5.62K <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: 440 shares; 2023Q1: 440 shares; 2023Q2: 440 shares; 2023Q3: 440 shares; 2023Q4: 440 shares; 2024Q1: 440 shares; 2024Q2: 440 shares 440 $5.52K <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: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 100 shares; 2024Q2: 100 shares 100 $5.39K <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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 50 shares; 2024Q2: 50 shares 50 $4.99K <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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 48 shares 48 $4.66K <0.01% new 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: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 25 shares 25 $4.55K <0.01% new Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 50 shares 50 $4.29K <0.01% new 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: 60 shares; 2023Q1: 25 shares; 2023Q2: 25 shares; 2023Q3: 25 shares; 2023Q4: 25 shares; 2024Q1: 25 shares; 2024Q2: 25 shares 25 $4.22K <0.01% 0 Timeline ITUB ITAU UNIBANCO HLDG S A More: the full row for ITAU UNIBANCO HLDG S A 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: 697 shares 697 $4.07K <0.01% new Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 109 shares; 2023Q1: 110 shares; 2023Q2: 111 shares; 2023Q3: 112 shares; 2023Q4: 113 shares; 2024Q1: 114 shares; 2024Q2: 115 shares 115 $4.04K <0.01% +1 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: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 50 shares 50 $3.77K <0.01% new 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 500 shares; 2024Q2: 500 shares 500 $3.62K <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; 2022Q3: restricted; 2022Q4: 40 shares; 2023Q1: 40 shares; 2023Q2: 40 shares; 2023Q3: 40 shares; 2023Q4: 40 shares; 2024Q1: 40 shares; 2024Q2: 40 shares 40 $3.24K <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: 77 shares; 2023Q1: 77 shares; 2023Q2: 77 shares; 2023Q3: 77 shares; 2023Q4: 77 shares; 2024Q1: 77 shares; 2024Q2: 77 shares 77 $3.16K <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: 28 shares 28 $3.08K <0.01% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 15 shares; 2023Q1: 15 shares; 2023Q2: 15 shares; 2023Q3: 15 shares; 2023Q4: 15 shares; 2024Q1: 15 shares; 2024Q2: 15 shares 15 $2.97K <0.01% 0 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,150 shares; 2024Q2: 400 shares 400 $2.64K <0.01% -750 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; 2022Q3: restricted; 2022Q4: 111 shares; 2023Q1: 112 shares; 2023Q2: 113 shares; 2023Q3: 113 shares; 2023Q4: 114 shares; 2024Q1: 115 shares; 2024Q2: 116 shares 116 $2.46K <0.01% +1 Timeline SLGN SILGAN HLDGS INC More: the full row for SILGAN 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: not reported; 2023Q4: 125 shares; 2024Q1: 125 shares; 2024Q2: 50 shares 50 $2.12K <0.01% -75 Timeline WALGREENS BOOTS ALLIANCE INC WALGREENS BOOTS ALLIANCE INC More: the full row for WALGREENS BOOTS ALLIANCE 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: 170 shares 170 $2.06K <0.01% new 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; 2022Q3: restricted; 2022Q4: 300 shares; 2023Q1: 300 shares; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: 300 shares 300 $2.01K <0.01% 0 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; 2022Q3: restricted; 2022Q4: 8 shares; 2023Q1: 8 shares; 2023Q2: 8 shares; 2023Q3: 8 shares; 2023Q4: 8 shares; 2024Q1: 8 shares; 2024Q2: 8 shares 8 $1.97K <0.01% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 571 shares; 2023Q1: 571 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 90 shares 90 $1.72K <0.01% 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: 23 shares; 2023Q1: 23 shares; 2023Q2: 23 shares; 2023Q3: 23 shares; 2023Q4: 23 shares; 2024Q1: 23 shares; 2024Q2: 23 shares 23 $1.65K <0.01% 0 Timeline 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: 26 shares 26 $1.38K <0.01% new 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; 2022Q3: restricted; 2022Q4: 30 shares; 2023Q1: 30 shares; 2023Q2: 30 shares; 2023Q3: 30 shares; 2023Q4: 30 shares; 2024Q1: 30 shares; 2024Q2: 30 shares 30 $1.02K <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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 219 shares; 2024Q2: 229 shares 229 $762 <0.01% +10 EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 881 shares; 2023Q1: 925 shares; 2023Q2: 940 shares; 2023Q3: 944 shares; 2023Q4: 962 shares; 2024Q1: 6 shares; 2024Q2: 0 shares 0 $359 <0.01% -6 Amount filed as zero, left out of ratios. Timeline 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; 2022Q3: restricted; 2022Q4: 8 shares; 2023Q1: 8 shares; 2023Q2: 8 shares; 2023Q3: 8 shares; 2023Q4: 8 shares; 2024Q1: 8 shares; 2024Q2: 8 shares 8 $155 <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; 2022Q3: restricted; 2022Q4: 40 shares; 2023Q1: 40 shares; 2023Q2: 40 shares; 2023Q3: 40 shares; 2023Q4: 40 shares; 2024Q1: 40 shares; 2024Q2: 40 shares 40 $47 <0.01% 0 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: 13,200 shares; 2023Q1: 12,900 shares; 2023Q2: 1,011 shares; 2023Q3: 524 shares; 2023Q4: 1,031 shares; 2024Q1: 1 shares; 2024Q2: 1 shares 1 $36 <0.01% 0 Timeline