OVL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 165,098 shares; 2023Q2: 187,289 shares; 2023Q3: 329,623 shares; 2023Q4: 294,811 shares; 2024Q1: 249,819 shares; 2024Q2: 249,819 shares; 2024Q3: 505,588 shares; 2024Q4: 537,292 shares 537,292 $25.1M 5.52% +31,704 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 23,591 shares; 2024Q1: 123,556 shares; 2024Q2: 123,556 shares; 2024Q3: 98,366 shares; 2024Q4: 212,029 shares 212,029 $19.6M 4.32% +113,663 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 101,250 shares; 2023Q2: 174,139 shares; 2023Q3: 168,297 shares; 2023Q4: 171,664 shares; 2024Q1: 171,863 shares; 2024Q2: 171,863 shares; 2024Q3: 92,547 shares; 2024Q4: 67,541 shares 67,541 $16.9M 3.73% -25,006 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; 2023Q1: 8,395 shares; 2023Q2: 23,228 shares; 2023Q3: 30,637 shares; 2023Q4: 34,625 shares; 2024Q1: 30,730 shares; 2024Q2: 30,730 shares; 2024Q3: 28,141 shares; 2024Q4: 26,524 shares 26,524 $13.6M 2.99% -1,617 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 5,508 shares; 2023Q2: 9,852 shares; 2023Q3: 11,309 shares; 2023Q4: 11,785 shares; 2024Q1: 11,387 shares; 2024Q2: 11,387 shares; 2024Q3: 106,541 shares; 2024Q4: 96,233 shares 96,233 $12.9M 2.85% -10,308 Timeline BHVN BIOHAVEN LTD More: the full row for BIOHAVEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 361,321 shares; 2023Q3: 361,321 shares; 2023Q4: 328,148 shares; 2024Q1: 328,148 shares; 2024Q2: 328,148 shares; 2024Q3: 330,988 shares; 2024Q4: 332,428 shares 332,428 $12.4M 2.74% +1,440 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 97,138 shares; 2023Q2: 102,935 shares; 2023Q3: 71,194 shares; 2023Q4: 75,145 shares; 2024Q1: 77,439 shares; 2024Q2: 77,439 shares; 2024Q3: 131,994 shares; 2024Q4: 441,394 shares 441,394 $12.1M 2.66% +309,400 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 38,979 shares; 2023Q2: 50,105 shares; 2023Q3: 47,201 shares; 2023Q4: 47,380 shares; 2024Q1: 47,650 shares; 2024Q2: 47,650 shares; 2024Q3: 45,312 shares; 2024Q4: 24,845 shares 24,845 $10.5M 2.31% -20,467 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 407,239 shares; 2024Q4: 405,711 shares 405,711 $10.3M 2.26% -1,528 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 97,582 shares; 2023Q3: 152,377 shares; 2023Q4: 171,196 shares; 2024Q1: 149,995 shares; 2024Q2: 149,995 shares; 2024Q3: 142,308 shares; 2024Q4: 142,938 shares 142,938 $9.85M 2.17% +630 Timeline OVB LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 333,687 shares; 2023Q2: 343,915 shares; 2023Q3: 243,126 shares; 2023Q4: 207,685 shares; 2024Q1: 223,189 shares; 2024Q2: 223,189 shares; 2024Q3: 258,082 shares; 2024Q4: 459,206 shares 459,206 $9.29M 2.05% +201,124 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 923 shares; 2023Q3: 8,285 shares; 2023Q4: 13,522 shares; 2024Q1: 13,689 shares; 2024Q2: 13,689 shares; 2024Q3: 19,009 shares; 2024Q4: 22,897 shares 22,897 $9.19M 2.03% +3,888 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 5,209 shares; 2023Q3: 57,902 shares; 2023Q4: 76,158 shares; 2024Q1: 72,213 shares; 2024Q2: 72,213 shares; 2024Q3: 111,551 shares; 2024Q4: 99,276 shares 99,276 $9.08M 2% -12,275 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 250,971 shares; 2023Q3: 422,550 shares; 2023Q4: 416,568 shares; 2024Q1: 11,445 shares; 2024Q2: 11,445 shares; 2024Q3: 374,089 shares; 2024Q4: 324,471 shares 324,471 $8.13M 1.79% -49,618 Timeline OVT LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 340,095 shares; 2023Q2: 340,879 shares; 2023Q3: 217,868 shares; 2023Q4: 251,272 shares; 2024Q1: 196,991 shares; 2024Q2: 196,991 shares; 2024Q3: 121,333 shares; 2024Q4: 323,312 shares 323,312 $7.1M 1.56% +201,979 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; 2023Q1: 60,462 shares; 2023Q2: 78,386 shares; 2023Q3: 78,867 shares; 2023Q4: 79,653 shares; 2024Q1: 79,265 shares; 2024Q2: 79,265 shares; 2024Q3: 56,417 shares; 2024Q4: 28,150 shares 28,150 $6.18M 1.36% -28,267 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 10,175 shares; 2023Q2: 9,289 shares; 2023Q3: 8,507 shares; 2023Q4: 9,570 shares; 2024Q1: 9,629 shares; 2024Q2: 9,629 shares; 2024Q3: 10,632 shares; 2024Q4: 9,008 shares 9,008 $5.28M 1.16% -1,624 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; 2023Q1: 52,251 shares; 2023Q2: 59,921 shares; 2023Q3: 59,847 shares; 2023Q4: 60,243 shares; 2024Q1: 59,757 shares; 2024Q2: 59,757 shares; 2024Q3: 51,585 shares; 2024Q4: 20,785 shares 20,785 $4.98M 1.1% -30,800 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 34,339 shares; 2023Q2: 59,141 shares; 2023Q3: 57,855 shares; 2023Q4: 56,802 shares; 2024Q1: 55,985 shares; 2024Q2: 55,985 shares; 2024Q3: 41,854 shares; 2024Q4: 25,902 shares 25,902 $4.93M 1.09% -15,952 Timeline OVLH LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 203,022 shares; 2023Q2: 214,492 shares; 2023Q3: 83,513 shares; 2023Q4: 48,654 shares; 2024Q1: 149,632 shares; 2024Q2: 149,632 shares; 2024Q3: 55,703 shares; 2024Q4: 137,331 shares 137,331 $4.69M 1.03% +81,628 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,012 shares; 2023Q2: 1,356 shares; 2023Q3: 1,250 shares; 2023Q4: 1,419 shares; 2024Q1: 1,411 shares; 2024Q2: 1,411 shares; 2024Q3: 6,288 shares; 2024Q4: 7,799 shares 7,799 $4.59M 1.01% +1,511 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 194,136 shares 194,136 $4.56M 1% new Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 72,514 shares; 2023Q2: 73,661 shares; 2023Q3: 73,039 shares; 2023Q4: 68,601 shares; 2024Q1: 64,510 shares; 2024Q2: 64,510 shares; 2024Q3: 68,356 shares; 2024Q4: 90,281 shares 90,281 $4.55M 1% +21,925 Timeline SPDN DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 14,285 shares; 2023Q4: 130,502 shares; 2024Q1: 107,249 shares; 2024Q2: 107,249 shares; 2024Q3: not reported; 2024Q4: 384,703 shares 384,703 $4.24M 0.93% 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; 2023Q1: 5,625 shares; 2023Q2: 8,679 shares; 2023Q3: 11,159 shares; 2023Q4: 9,821 shares; 2024Q1: 10,034 shares; 2024Q2: 10,034 shares; 2024Q3: 6,010 shares; 2024Q4: 10,368 shares 10,368 $4.19M 0.92% +4,358 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 18,790 shares; 2023Q2: 25,441 shares; 2023Q3: 26,139 shares; 2023Q4: 28,274 shares; 2024Q1: 30,156 shares; 2024Q2: 30,156 shares; 2024Q3: 31,480 shares; 2024Q4: 21,373 shares 21,373 $4.05M 0.89% -10,107 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; 2023Q1: 15,925 shares; 2023Q2: 17,166 shares; 2023Q3: 17,894 shares; 2023Q4: 18,642 shares; 2024Q1: 17,833 shares; 2024Q2: 17,833 shares; 2024Q3: 16,662 shares; 2024Q4: 20,957 shares 20,957 $3.67M 0.81% +4,295 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,698 shares; 2024Q4: 46,394 shares 46,394 $3.65M 0.8% +43,696 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,816 shares; 2023Q2: 1,989 shares; 2023Q3: 2,534 shares; 2023Q4: 2,729 shares; 2024Q1: 2,335 shares; 2024Q2: 2,335 shares; 2024Q3: 30,028 shares; 2024Q4: 15,700 shares 15,700 $3.64M 0.8% -14,328 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,783 shares; 2023Q2: 1,710 shares; 2023Q3: 1,694 shares; 2023Q4: 1,564 shares; 2024Q1: 1,487 shares; 2024Q2: 1,487 shares; 2024Q3: 15,679 shares; 2024Q4: 19,062 shares 19,062 $3.39M 0.75% +3,383 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; 2023Q1: 4,861 shares; 2023Q2: 24,972 shares; 2023Q3: 26,687 shares; 2023Q4: 26,699 shares; 2024Q1: 26,466 shares; 2024Q2: 26,466 shares; 2024Q3: 28,281 shares; 2024Q4: 25,805 shares 25,805 $3.25M 0.72% -2,476 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 59,181 shares 59,181 $3.14M 0.69% new Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 153,852 shares; 2023Q3: 142,571 shares; 2023Q4: 140,658 shares; 2024Q1: 133,879 shares; 2024Q2: 133,879 shares; 2024Q3: 100,748 shares; 2024Q4: 95,993 shares 95,993 $3.1M 0.68% -4,755 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; 2023Q1: 19,882 shares; 2023Q2: 23,501 shares; 2023Q3: 22,143 shares; 2023Q4: 22,405 shares; 2024Q1: 22,174 shares; 2024Q2: 22,174 shares; 2024Q3: 17,083 shares; 2024Q4: 7,313 shares 7,313 $2.84M 0.63% -9,770 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 6,996 shares; 2024Q1: 6,370 shares; 2024Q2: 6,370 shares; 2024Q3: 10,800 shares; 2024Q4: 28,209 shares 28,209 $2.83M 0.62% +17,409 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 15,620 shares; 2024Q4: 34,154 shares 34,154 $2.79M 0.61% +18,534 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; 2023Q1: 9,776 shares; 2023Q2: 12,433 shares; 2023Q3: 12,434 shares; 2023Q4: 13,054 shares; 2024Q1: 13,006 shares; 2024Q2: 13,006 shares; 2024Q3: 9,172 shares; 2024Q4: 5,957 shares 5,957 $2.7M 0.59% -3,215 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 9,841 shares; 2023Q2: 9,451 shares; 2023Q3: 41,328 shares; 2023Q4: 44,927 shares; 2024Q1: 61,464 shares; 2024Q2: 61,464 shares; 2024Q3: 67,180 shares; 2024Q4: 48,521 shares 48,521 $2.64M 0.58% -18,659 Timeline OVS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 60,860 shares; 2023Q2: 63,260 shares; 2023Q3: 75,871 shares; 2023Q4: 75,319 shares; 2024Q1: 91,733 shares; 2024Q2: 91,733 shares; 2024Q3: 105,245 shares; 2024Q4: 74,844 shares 74,844 $2.61M 0.58% -30,401 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,488 shares; 2023Q2: 3,126 shares; 2023Q3: 2,456 shares; 2023Q4: 2,920 shares; 2024Q1: 3,707 shares; 2024Q2: 3,707 shares; 2024Q3: 4,513 shares; 2024Q4: 4,790 shares 4,790 $2.58M 0.57% +277 Timeline OVF LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 235,688 shares; 2023Q2: 252,415 shares; 2023Q3: 211,871 shares; 2023Q4: 146,248 shares; 2024Q1: 180,050 shares; 2024Q2: 180,050 shares; 2024Q3: 193,873 shares; 2024Q4: 109,510 shares 109,510 $2.57M 0.57% -84,363 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 13,352 shares; 2023Q4: 14,748 shares; 2024Q1: 22,894 shares; 2024Q2: 22,894 shares; 2024Q3: 43,075 shares; 2024Q4: 49,316 shares 49,316 $2.5M 0.55% +6,241 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; 2023Q1: 26,496 shares; 2023Q2: 38,310 shares; 2023Q3: 36,776 shares; 2023Q4: 37,869 shares; 2024Q1: 39,814 shares; 2024Q2: 39,814 shares; 2024Q3: 31,118 shares; 2024Q4: 22,806 shares 22,806 $2.45M 0.54% -8,312 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 207 shares; 2024Q2: 207 shares; 2024Q3: 2,729 shares; 2024Q4: 7,872 shares 7,872 $2.28M 0.5% +5,143 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; 2023Q1: 12,585 shares; 2023Q2: 12,598 shares; 2023Q3: 10,917 shares; 2023Q4: 10,458 shares; 2024Q1: 9,839 shares; 2024Q2: 9,839 shares; 2024Q3: 10,338 shares; 2024Q4: 3,812 shares 3,812 $2.23M 0.49% -6,526 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 153,512 shares; 2023Q3: 2,976 shares; 2023Q4: 46,070 shares; 2024Q1: 35,282 shares; 2024Q2: 35,282 shares; 2024Q3: 32,984 shares; 2024Q4: 26,939 shares 26,939 $2.21M 0.49% -6,045 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,775 shares; 2023Q2: 52,197 shares; 2023Q3: 53,384 shares; 2023Q4: 57,026 shares; 2024Q1: 60,020 shares; 2024Q2: 60,020 shares; 2024Q3: 44,470 shares; 2024Q4: 39,006 shares 39,006 $2.2M 0.49% -5,464 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 21,867 shares; 2023Q4: 22,280 shares; 2024Q1: 24,825 shares; 2024Q2: 24,825 shares; 2024Q3: 41,179 shares; 2024Q4: 43,932 shares 43,932 $2.16M 0.48% +2,753 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 150,913 shares; 2023Q3: 103,565 shares; 2023Q4: 96,897 shares; 2024Q1: 25,475 shares; 2024Q2: 25,475 shares; 2024Q3: 25,211 shares; 2024Q4: 19,444 shares 19,444 $2.14M 0.47% -5,767 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 32,365 shares; 2023Q2: 35,302 shares; 2023Q3: 34,964 shares; 2023Q4: 34,667 shares; 2024Q1: 35,067 shares; 2024Q2: 35,067 shares; 2024Q3: 27,863 shares; 2024Q4: 19,101 shares 19,101 $2.06M 0.45% -8,762 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; 2023Q1: 18,623 shares; 2023Q2: 25,539 shares; 2023Q3: 24,853 shares; 2023Q4: 25,760 shares; 2024Q1: 25,525 shares; 2024Q2: 25,525 shares; 2024Q3: 31,926 shares; 2024Q4: 20,330 shares 20,330 $2.02M 0.45% -11,596 Timeline FIXD 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 50,905 shares; 2024Q1: 52,634 shares; 2024Q2: 52,634 shares; 2024Q3: 48,299 shares; 2024Q4: 46,496 shares 46,496 $2M 0.44% -1,803 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 12,000 shares; 2023Q2: 15,132 shares; 2023Q3: 15,060 shares; 2023Q4: 15,102 shares; 2024Q1: 18,670 shares; 2024Q2: 18,670 shares; 2024Q3: 19,341 shares; 2024Q4: 10,881 shares 10,881 $1.93M 0.43% -8,460 Timeline OVM LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 36,276 shares; 2023Q2: 51,665 shares; 2023Q3: 48,652 shares; 2023Q4: 47,130 shares; 2024Q1: 61,887 shares; 2024Q2: 61,887 shares; 2024Q3: 40,750 shares; 2024Q4: 86,036 shares 86,036 $1.87M 0.41% +45,286 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 15,129 shares; 2023Q2: 22,392 shares; 2023Q3: 20,669 shares; 2023Q4: 19,778 shares; 2024Q1: 19,945 shares; 2024Q2: 19,945 shares; 2024Q3: 19,048 shares; 2024Q4: 12,885 shares 12,885 $1.86M 0.41% -6,163 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; 2023Q1: 3,079 shares; 2023Q2: 4,359 shares; 2023Q3: 4,296 shares; 2023Q4: 4,449 shares; 2024Q1: 4,670 shares; 2024Q2: 4,670 shares; 2024Q3: 2,380 shares; 2024Q4: 1,971 shares 1,971 $1.81M 0.4% -409 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 8,137 shares; 2023Q2: 10,339 shares; 2023Q3: 10,314 shares; 2023Q4: 10,737 shares; 2024Q1: 10,799 shares; 2024Q2: 10,799 shares; 2024Q3: 13,276 shares; 2024Q4: 5,332 shares 5,332 $1.69M 0.37% -7,944 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; 2023Q1: 7,530 shares; 2023Q2: 9,208 shares; 2023Q3: 9,218 shares; 2023Q4: 9,551 shares; 2024Q1: 9,366 shares; 2024Q2: 9,366 shares; 2024Q3: 10,447 shares; 2024Q4: 3,317 shares 3,317 $1.68M 0.37% -7,130 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,060 shares; 2023Q2: 19,746 shares; 2023Q3: 19,720 shares; 2023Q4: 21,485 shares; 2024Q1: 24,706 shares; 2024Q2: 24,706 shares; 2024Q3: 19,891 shares; 2024Q4: 18,602 shares 18,602 $1.67M 0.37% -1,289 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 42,472 shares; 2023Q2: 43,542 shares; 2023Q3: 43,308 shares; 2023Q4: 43,209 shares; 2024Q1: 42,738 shares; 2024Q2: 42,738 shares; 2024Q3: 31,516 shares; 2024Q4: 20,103 shares 20,103 $1.65M 0.36% -11,413 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 5,105 shares; 2023Q2: 5,767 shares; 2023Q3: 8,375 shares; 2023Q4: 9,368 shares; 2024Q1: 9,154 shares; 2024Q2: 9,154 shares; 2024Q3: 5,411 shares; 2024Q4: 5,428 shares 5,428 $1.57M 0.35% +17 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 29,670 shares; 2024Q4: 29,671 shares 29,671 $1.54M 0.34% +1 Timeline FVD 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; 2023Q1: not reported; 2023Q2: 50,116 shares; 2023Q3: 50,044 shares; 2023Q4: 49,808 shares; 2024Q1: 51,305 shares; 2024Q2: 51,305 shares; 2024Q3: 35,049 shares; 2024Q4: 34,984 shares 34,984 $1.53M 0.34% -65 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; 2023Q1: 2,135 shares; 2023Q2: 3,958 shares; 2023Q3: 4,504 shares; 2023Q4: 5,008 shares; 2024Q1: 4,832 shares; 2024Q2: 4,832 shares; 2024Q3: 4,356 shares; 2024Q4: 1,974 shares 1,974 $1.52M 0.34% -2,382 Timeline TSLL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 50,000 shares; 2023Q2: not reported; 2023Q3: 15,000 shares; 2023Q4: 10,000 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 55,000 shares 55,000 $1.51M 0.33% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,408 shares; 2023Q2: 3,975 shares; 2023Q3: 4,017 shares; 2023Q4: 4,045 shares; 2024Q1: 4,137 shares; 2024Q2: 4,137 shares; 2024Q3: 3,830 shares; 2024Q4: 3,040 shares 3,040 $1.48M 0.33% -790 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 19,650 shares; 2023Q2: 22,804 shares; 2023Q3: 23,011 shares; 2023Q4: 22,557 shares; 2024Q1: 21,866 shares; 2024Q2: 21,866 shares; 2024Q3: 18,229 shares; 2024Q4: 17,027 shares 17,027 $1.46M 0.32% -1,202 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; 2023Q1: 12,620 shares; 2023Q2: 16,541 shares; 2023Q3: 16,449 shares; 2023Q4: 17,297 shares; 2024Q1: 17,431 shares; 2024Q2: 17,431 shares; 2024Q3: 16,508 shares; 2024Q4: 8,650 shares 8,650 $1.45M 0.32% -7,858 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,005 shares; 2023Q2: 2,545 shares; 2023Q3: 2,705 shares; 2023Q4: 3,618 shares; 2024Q1: 3,254 shares; 2024Q2: 3,254 shares; 2024Q3: 3,341 shares; 2024Q4: 5,941 shares 5,941 $1.44M 0.32% +2,600 Timeline FTCS 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; 2023Q1: not reported; 2023Q2: 22,528 shares; 2023Q3: 23,191 shares; 2023Q4: 22,937 shares; 2024Q1: 24,344 shares; 2024Q2: 24,344 shares; 2024Q3: 17,563 shares; 2024Q4: 16,125 shares 16,125 $1.42M 0.31% -1,438 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 17,046 shares; 2023Q2: 21,938 shares; 2023Q3: 21,196 shares; 2023Q4: 21,512 shares; 2024Q1: 64,496 shares; 2024Q2: 64,496 shares; 2024Q3: 54,405 shares; 2024Q4: 15,670 shares 15,670 $1.42M 0.31% -38,735 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 5,861 shares; 2023Q2: 10,188 shares; 2023Q3: 9,222 shares; 2023Q4: 9,587 shares; 2024Q1: 9,541 shares; 2024Q2: 9,541 shares; 2024Q3: 10,300 shares; 2024Q4: 9,491 shares 9,491 $1.37M 0.3% -809 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 63,767 shares; 2023Q2: 62,985 shares; 2023Q3: 62,828 shares; 2023Q4: 45,036 shares; 2024Q1: 45,137 shares; 2024Q2: 45,137 shares; 2024Q3: 30,254 shares; 2024Q4: 30,395 shares 30,395 $1.31M 0.29% +141 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 62,266 shares; 2023Q3: 62,755 shares; 2023Q4: 65,169 shares; 2024Q1: 57,354 shares; 2024Q2: 57,354 shares; 2024Q3: 12,363 shares; 2024Q4: 17,130 shares 17,130 $1.3M 0.29% +4,767 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 17,722 shares; 2024Q2: 17,722 shares; 2024Q3: 23,768 shares; 2024Q4: 41,232 shares 41,232 $1.3M 0.29% +17,464 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; 2023Q1: 15,929 shares; 2023Q2: 30,290 shares; 2023Q3: 28,355 shares; 2023Q4: 29,587 shares; 2024Q1: 29,592 shares; 2024Q2: 29,592 shares; 2024Q3: 27,418 shares; 2024Q4: 20,251 shares 20,251 $1.26M 0.28% -7,167 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 24,017 shares; 2023Q2: 18,017 shares; 2023Q3: 19,246 shares; 2023Q4: 19,309 shares; 2024Q1: 19,474 shares; 2024Q2: 19,474 shares; 2024Q3: 14,074 shares; 2024Q4: 9,692 shares 9,692 $1.22M 0.27% -4,382 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; 2023Q1: 82,488 shares; 2023Q2: 105,829 shares; 2023Q3: 97,776 shares; 2023Q4: 87,186 shares; 2024Q1: 85,700 shares; 2024Q2: 85,700 shares; 2024Q3: 60,057 shares; 2024Q4: 26,369 shares 26,369 $1.16M 0.26% -33,688 Timeline BCRX BIOCRYST PHARMACEUTICALS INC More: the full row for BIOCRYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 151,015 shares; 2023Q3: 151,015 shares; 2023Q4: 152,015 shares; 2024Q1: 152,015 shares; 2024Q2: 152,015 shares; 2024Q3: 153,280 shares; 2024Q4: 153,280 shares 153,280 $1.15M 0.25% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 19,682 shares; 2023Q2: 23,271 shares; 2023Q3: 23,846 shares; 2023Q4: 24,199 shares; 2024Q1: 23,988 shares; 2024Q2: 23,988 shares; 2024Q3: 20,388 shares; 2024Q4: 10,184 shares 10,184 $1.15M 0.25% -10,204 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 9,685 shares; 2023Q2: 11,998 shares; 2023Q3: 12,089 shares; 2023Q4: 13,158 shares; 2024Q1: 12,607 shares; 2024Q2: 12,607 shares; 2024Q3: 12,728 shares; 2024Q4: 6,873 shares 6,873 $1.15M 0.25% -5,855 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 20,555 shares; 2023Q4: 24,468 shares; 2024Q1: 33,785 shares; 2024Q2: 33,785 shares; 2024Q3: 30,653 shares; 2024Q4: 11,804 shares 11,804 $1.14M 0.25% -18,849 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 18,473 shares; 2024Q4: 21,448 shares 21,448 $1.1M 0.24% +2,975 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,483 shares; 2023Q2: 3,367 shares; 2023Q3: 3,388 shares; 2023Q4: 3,588 shares; 2024Q1: 3,607 shares; 2024Q2: 3,607 shares; 2024Q3: 4,288 shares; 2024Q4: 4,673 shares 4,673 $1.09M 0.24% +385 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,052 shares 1,052 $1.08M 0.24% new Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 970 shares; 2023Q3: 970 shares; 2023Q4: 1,531 shares; 2024Q1: 1,488 shares; 2024Q2: 1,488 shares; 2024Q3: 2,983 shares; 2024Q4: 3,664 shares 3,664 $1.07M 0.24% +681 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,693 shares; 2023Q2: 4,284 shares; 2023Q3: 4,814 shares; 2023Q4: 6,331 shares; 2024Q1: 6,796 shares; 2024Q2: 6,796 shares; 2024Q3: 2,365 shares; 2024Q4: 2,483 shares 2,483 $1.06M 0.23% +118 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,752 shares; 2023Q2: 3,130 shares; 2023Q3: 4,072 shares; 2023Q4: 4,817 shares; 2024Q1: 4,745 shares; 2024Q2: 4,745 shares; 2024Q3: 10,650 shares; 2024Q4: 9,000 shares 9,000 $1.04M 0.23% -1,650 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,575 shares; 2024Q2: 2,575 shares; 2024Q3: 6,222 shares; 2024Q4: 10,660 shares 10,660 $1.03M 0.23% +4,438 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 42,761 shares; 2023Q2: 46,869 shares; 2023Q3: 48,030 shares; 2023Q4: 49,363 shares; 2024Q1: 46,706 shares; 2024Q2: 46,706 shares; 2024Q3: 39,084 shares; 2024Q4: 14,578 shares 14,578 $1.02M 0.23% -24,506 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 9,875 shares; 2024Q4: 9,877 shares 9,877 $1.02M 0.22% +2 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; 2023Q1: 68,019 shares; 2023Q2: 93,706 shares; 2023Q3: 87,412 shares; 2023Q4: 76,637 shares; 2024Q1: 78,523 shares; 2024Q2: 78,523 shares; 2024Q3: 70,163 shares; 2024Q4: 44,138 shares 44,138 $1.01M 0.22% -26,025 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 7,161 shares; 2023Q2: 9,536 shares; 2023Q3: 9,366 shares; 2023Q4: 9,707 shares; 2024Q1: 9,636 shares; 2024Q2: 9,636 shares; 2024Q3: 9,933 shares; 2024Q4: 3,960 shares 3,960 $977K 0.22% -5,973 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,945 shares; 2023Q2: 5,876 shares; 2023Q3: 6,772 shares; 2023Q4: 6,516 shares; 2024Q1: 6,484 shares; 2024Q2: 6,484 shares; 2024Q3: 6,835 shares; 2024Q4: 3,705 shares 3,705 $966K 0.21% -3,130 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 1,780 shares; 2023Q3: 1,845 shares; 2023Q4: 1,863 shares; 2024Q1: 2,699 shares; 2024Q2: 2,699 shares; 2024Q3: 1,937 shares; 2024Q4: 5,212 shares 5,212 $948K 0.21% +3,275 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 12,566 shares; 2023Q3: 12,137 shares; 2023Q4: 12,211 shares; 2024Q1: 12,441 shares; 2024Q2: 12,441 shares; 2024Q3: 9,382 shares; 2024Q4: 9,307 shares 9,307 $945K 0.21% -75 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 12,877 shares; 2023Q3: 12,571 shares; 2023Q4: 12,540 shares; 2024Q1: 12,446 shares; 2024Q2: 12,446 shares; 2024Q3: 9,289 shares; 2024Q4: 9,410 shares 9,410 $937K 0.21% +121 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 5,511 shares; 2023Q2: 8,886 shares; 2023Q3: 8,679 shares; 2023Q4: 8,897 shares; 2024Q1: 8,950 shares; 2024Q2: 8,950 shares; 2024Q3: 10,076 shares; 2024Q4: 4,947 shares 4,947 $928K 0.2% -5,129 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 6,308 shares; 2023Q2: 6,108 shares; 2023Q3: 5,173 shares; 2023Q4: 4,781 shares; 2024Q1: 3,591 shares; 2024Q2: 3,591 shares; 2024Q3: 2,367 shares; 2024Q4: 1,031 shares 1,031 $919K 0.2% -1,336 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,743 shares; 2023Q2: 4,967 shares; 2023Q3: 5,133 shares; 2023Q4: 5,321 shares; 2024Q1: 5,253 shares; 2024Q2: 5,253 shares; 2024Q3: 3,474 shares; 2024Q4: 3,555 shares 3,555 $901K 0.2% +81 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 8,254 shares; 2023Q3: 10,751 shares; 2023Q4: 10,658 shares; 2024Q1: 11,995 shares; 2024Q2: 11,995 shares; 2024Q3: 15,917 shares; 2024Q4: 12,788 shares 12,788 $899K 0.2% -3,129 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; 2023Q1: 18,359 shares; 2023Q2: 22,697 shares; 2023Q3: 29,138 shares; 2023Q4: 24,864 shares; 2024Q1: 23,574 shares; 2024Q2: 23,574 shares; 2024Q3: 24,612 shares; 2024Q4: 12,514 shares 12,514 $897K 0.2% -12,098 Timeline GBAB GUGGENHEIM TAXABLE MUNICP BO More: the full row for GUGGENHEIM TAXABLE MUNICP BO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 42,557 shares; 2023Q2: 42,560 shares; 2023Q3: 43,673 shares; 2023Q4: 52,016 shares; 2024Q1: 52,188 shares; 2024Q2: 52,188 shares; 2024Q3: 52,375 shares; 2024Q4: 56,612 shares 56,612 $861K 0.19% +4,237 Timeline XJUN 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; 2023Q1: not reported; 2023Q2: 22,134 shares; 2023Q3: 21,983 shares; 2023Q4: 21,983 shares; 2024Q1: 22,777 shares; 2024Q2: 22,777 shares; 2024Q3: 21,558 shares; 2024Q4: 21,559 shares 21,559 $833K 0.18% +1 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; 2023Q1: 53,804 shares; 2023Q2: 52,346 shares; 2023Q3: 17,185 shares; 2023Q4: 14,291 shares; 2024Q1: 12,710 shares; 2024Q2: 12,710 shares; 2024Q3: 9,399 shares; 2024Q4: 16,778 shares 16,778 $831K 0.18% +7,379 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,946 shares; 2023Q2: 5,487 shares; 2023Q3: 7,864 shares; 2023Q4: 5,083 shares; 2024Q1: 5,183 shares; 2024Q2: 5,183 shares; 2024Q3: 4,719 shares; 2024Q4: 3,544 shares 3,544 $813K 0.18% -1,175 Timeline FDN 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; 2023Q1: not reported; 2023Q2: 3,481 shares; 2023Q3: 3,437 shares; 2023Q4: 3,435 shares; 2024Q1: 3,486 shares; 2024Q2: 3,486 shares; 2024Q3: 3,357 shares; 2024Q4: 3,334 shares 3,334 $811K 0.18% -23 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 42,686 shares; 2024Q4: 15,996 shares 15,996 $783K 0.17% -26,690 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 18,686 shares; 2023Q3: 18,942 shares; 2023Q4: 18,717 shares; 2024Q1: 22,897 shares; 2024Q2: 22,897 shares; 2024Q3: 17,357 shares; 2024Q4: 17,481 shares 17,481 $769K 0.17% +124 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 1,514 shares; 2023Q3: 2,072 shares; 2023Q4: 2,050 shares; 2024Q1: 2,055 shares; 2024Q2: 2,055 shares; 2024Q3: 3,619 shares; 2024Q4: 4,121 shares 4,121 $763K 0.17% +502 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 12,125 shares; 2024Q2: 12,125 shares; 2024Q3: 10,784 shares; 2024Q4: 10,257 shares 10,257 $759K 0.17% -527 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,201 shares; 2023Q2: 2,086 shares; 2023Q3: 1,860 shares; 2023Q4: 1,931 shares; 2024Q1: 2,140 shares; 2024Q2: 2,140 shares; 2024Q3: 2,050 shares; 2024Q4: 2,234 shares 2,234 $747K 0.16% +184 Timeline SIZE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 5,175 shares; 2023Q3: 5,055 shares; 2023Q4: 5,079 shares; 2024Q1: 5,071 shares; 2024Q2: 5,071 shares; 2024Q3: 5,024 shares; 2024Q4: 4,901 shares 4,901 $728K 0.16% -123 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; 2023Q1: 21,061 shares; 2023Q2: 34,783 shares; 2023Q3: 32,829 shares; 2023Q4: 33,212 shares; 2024Q1: 30,955 shares; 2024Q2: 30,955 shares; 2024Q3: 19,492 shares; 2024Q4: 12,092 shares 12,092 $716K 0.16% -7,400 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,688 shares; 2023Q2: 7,182 shares; 2023Q3: 7,938 shares; 2023Q4: 8,099 shares; 2024Q1: 8,010 shares; 2024Q2: 8,010 shares; 2024Q3: 5,745 shares; 2024Q4: 1,316 shares 1,316 $693K 0.15% -4,429 Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 10,825 shares; 2023Q3: 11,131 shares; 2023Q4: 11,214 shares; 2024Q1: 11,373 shares; 2024Q2: 11,373 shares; 2024Q3: 10,766 shares; 2024Q4: 10,466 shares 10,466 $692K 0.15% -300 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 6,925 shares; 2023Q2: 8,616 shares; 2023Q3: 8,172 shares; 2023Q4: 8,402 shares; 2024Q1: 8,585 shares; 2024Q2: 8,585 shares; 2024Q3: 5,970 shares; 2024Q4: 3,109 shares 3,109 $684K 0.15% -2,861 Timeline FDL 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; 2023Q1: not reported; 2023Q2: 60,639 shares; 2023Q3: 57,415 shares; 2023Q4: 55,951 shares; 2024Q1: 52,009 shares; 2024Q2: 52,009 shares; 2024Q3: 18,037 shares; 2024Q4: 16,648 shares 16,648 $670K 0.15% -1,389 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 14,050 shares; 2023Q3: 13,292 shares; 2023Q4: 12,416 shares; 2024Q1: 12,436 shares; 2024Q2: 12,436 shares; 2024Q3: 3,940 shares; 2024Q4: 3,886 shares 3,886 $670K 0.15% -54 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 2,463 shares; 2023Q3: not reported; 2023Q4: 2,068 shares; 2024Q1: 2,482 shares; 2024Q2: 2,482 shares; 2024Q3: 5,312 shares; 2024Q4: 5,247 shares 5,247 $669K 0.15% -65 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 5,537 shares; 2023Q2: 10,061 shares; 2023Q3: 9,940 shares; 2023Q4: 9,799 shares; 2024Q1: 8,964 shares; 2024Q2: 8,964 shares; 2024Q3: 5,844 shares; 2024Q4: 5,511 shares 5,511 $663K 0.15% -333 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,015 shares; 2024Q4: 3,148 shares 3,148 $651K 0.14% +133 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,195 shares; 2024Q4: 3,064 shares 3,064 $651K 0.14% +869 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 27,348 shares; 2023Q2: 27,905 shares; 2023Q3: 27,441 shares; 2023Q4: 26,639 shares; 2024Q1: 26,128 shares; 2024Q2: 26,128 shares; 2024Q3: 15,168 shares; 2024Q4: 11,196 shares 11,196 $636K 0.14% -3,972 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 23,011 shares; 2023Q2: 24,883 shares; 2023Q3: 26,827 shares; 2023Q4: 28,693 shares; 2024Q1: 32,698 shares; 2024Q2: 32,698 shares; 2024Q3: 33,841 shares; 2024Q4: 31,892 shares 31,892 $625K 0.14% -1,949 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,494 shares; 2023Q2: 2,156 shares; 2023Q3: 2,155 shares; 2023Q4: 3,065 shares; 2024Q1: 3,045 shares; 2024Q2: 3,045 shares; 2024Q3: 2,559 shares; 2024Q4: 1,720 shares 1,720 $624K 0.14% -839 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 2,611 shares; 2023Q3: 2,486 shares; 2023Q4: 2,481 shares; 2024Q1: 2,459 shares; 2024Q2: 2,459 shares; 2024Q3: 2,488 shares; 2024Q4: 2,568 shares 2,568 $615K 0.14% +80 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; 2023Q1: not reported; 2023Q2: 4,090 shares; 2023Q3: 4,214 shares; 2023Q4: 4,592 shares; 2024Q1: 4,519 shares; 2024Q2: 4,519 shares; 2024Q3: 3,758 shares; 2024Q4: 3,762 shares 3,762 $615K 0.14% +4 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 3,764 shares; 2023Q3: 3,710 shares; 2023Q4: 3,554 shares; 2024Q1: 4,023 shares; 2024Q2: 4,023 shares; 2024Q3: 3,766 shares; 2024Q4: 3,771 shares 3,771 $610K 0.13% +5 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 862 shares; 2023Q2: 1,255 shares; 2023Q3: 1,500 shares; 2023Q4: 1,508 shares; 2024Q1: 1,352 shares; 2024Q2: 1,352 shares; 2024Q3: 1,006 shares; 2024Q4: 976 shares 976 $607K 0.13% -30 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 7,251 shares; 2023Q2: 8,928 shares; 2023Q3: 6,268 shares; 2023Q4: 5,859 shares; 2024Q1: 5,714 shares; 2024Q2: 5,714 shares; 2024Q3: 4,963 shares; 2024Q4: 2,069 shares 2,069 $600K 0.13% -2,894 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 7,010 shares; 2023Q2: 9,480 shares; 2023Q3: 8,113 shares; 2023Q4: 8,289 shares; 2024Q1: 5,765 shares; 2024Q2: 5,765 shares; 2024Q3: 3,075 shares; 2024Q4: 2,137 shares 2,137 $596K 0.13% -938 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 7,286 shares; 2023Q2: 8,582 shares; 2023Q3: 8,154 shares; 2023Q4: 6,913 shares; 2024Q1: 6,966 shares; 2024Q2: 6,966 shares; 2024Q3: 7,635 shares; 2024Q4: 2,692 shares 2,692 $594K 0.13% -4,943 Timeline EQWL 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; 2023Q1: not reported; 2023Q2: 5,664 shares; 2023Q3: 5,874 shares; 2023Q4: 5,900 shares; 2024Q1: 5,909 shares; 2024Q2: 5,909 shares; 2024Q3: 5,798 shares; 2024Q4: 5,784 shares 5,784 $592K 0.13% -14 Timeline XDEC 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; 2023Q1: not reported; 2023Q2: 21,529 shares; 2023Q3: 14,686 shares; 2023Q4: 15,777 shares; 2024Q1: 15,777 shares; 2024Q2: 15,777 shares; 2024Q3: 15,777 shares; 2024Q4: 15,777 shares 15,777 $588K 0.13% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 12,326 shares; 2023Q3: 12,362 shares; 2023Q4: 10,330 shares; 2024Q1: 10,524 shares; 2024Q2: 10,524 shares; 2024Q3: not reported; 2024Q4: 6,194 shares 6,194 $585K 0.13% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 21,157 shares; 2023Q2: 30,134 shares; 2023Q3: 35,380 shares; 2023Q4: 37,692 shares; 2024Q1: 39,460 shares; 2024Q2: 39,460 shares; 2024Q3: 41,269 shares; 2024Q4: 5,842 shares 5,842 $579K 0.13% -35,427 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,175 shares; 2023Q4: 1,259 shares; 2024Q1: 1,311 shares; 2024Q2: 1,311 shares; 2024Q3: 1,879 shares; 2024Q4: 1,291 shares 1,291 $574K 0.13% -588 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,693 shares 10,693 $571K 0.13% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 2,188 shares; 2023Q3: 2,009 shares; 2023Q4: 2,759 shares; 2024Q1: 2,819 shares; 2024Q2: 2,819 shares; 2024Q3: 2,628 shares; 2024Q4: 2,562 shares 2,562 $566K 0.12% -66 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 2,980 shares; 2023Q3: 3,177 shares; 2023Q4: 3,701 shares; 2024Q1: 3,704 shares; 2024Q2: 3,704 shares; 2024Q3: 3,918 shares; 2024Q4: 4,035 shares 4,035 $566K 0.12% +117 Timeline HESS CORP HESS CORP More: the full row for HESS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,099 shares; 2024Q4: 4,252 shares 4,252 $566K 0.12% +153 SPGP 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; 2023Q1: 49,350 shares; 2023Q2: 53,062 shares; 2023Q3: 38,367 shares; 2023Q4: 42,221 shares; 2024Q1: 39,992 shares; 2024Q2: 39,992 shares; 2024Q3: 12,829 shares; 2024Q4: 5,342 shares 5,342 $560K 0.12% -7,487 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7,424 shares; 2024Q4: 8,042 shares 8,042 $559K 0.12% +618 Timeline UVSP UNIVEST FINANCIAL CORPORATIO More: the full row for UNIVEST FINANCIAL CORPORATIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 18,630 shares; 2024Q4: 18,630 shares 18,630 $550K 0.12% 0 Timeline XMAR 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; 2023Q1: not reported; 2023Q2: 13,204 shares; 2023Q3: 13,204 shares; 2023Q4: 13,204 shares; 2024Q1: 17,480 shares; 2024Q2: 17,480 shares; 2024Q3: 15,478 shares; 2024Q4: 15,178 shares 15,178 $549K 0.12% -300 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,185 shares; 2023Q2: 4,569 shares; 2023Q3: 4,662 shares; 2023Q4: 4,507 shares; 2024Q1: 4,609 shares; 2024Q2: 4,609 shares; 2024Q3: 3,995 shares; 2024Q4: 3,363 shares 3,363 $546K 0.12% -632 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 735 shares; 2024Q2: 735 shares; 2024Q3: 2,836 shares; 2024Q4: 1,568 shares 1,568 $536K 0.12% -1,268 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 16,156 shares; 2023Q4: 16,191 shares; 2024Q1: 16,191 shares; 2024Q2: 16,191 shares; 2024Q3: 16,147 shares; 2024Q4: 14,407 shares 14,407 $536K 0.12% -1,740 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 21,069 shares; 2023Q2: 23,068 shares; 2023Q3: 25,885 shares; 2023Q4: 22,003 shares; 2024Q1: 16,786 shares; 2024Q2: 16,786 shares; 2024Q3: 34,795 shares; 2024Q4: 35,090 shares 35,090 $535K 0.12% +295 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 3,966 shares; 2023Q3: 3,977 shares; 2023Q4: 5,907 shares; 2024Q1: 5,688 shares; 2024Q2: 5,688 shares; 2024Q3: 7,484 shares; 2024Q4: 7,069 shares 7,069 $534K 0.12% -415 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 5,447 shares; 2023Q3: 5,426 shares; 2023Q4: 5,448 shares; 2024Q1: 5,448 shares; 2024Q2: 5,448 shares; 2024Q3: 2,794 shares; 2024Q4: 3,092 shares 3,092 $523K 0.12% +298 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; 2023Q1: 5,579 shares; 2023Q2: 7,243 shares; 2023Q3: 6,927 shares; 2023Q4: 7,217 shares; 2024Q1: 7,157 shares; 2024Q2: 7,157 shares; 2024Q3: 5,107 shares; 2024Q4: 2,298 shares 2,298 $519K 0.11% -2,809 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,846 shares 4,846 $516K 0.11% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 12,849 shares; 2023Q2: 24,857 shares; 2023Q3: 25,146 shares; 2023Q4: 24,838 shares; 2024Q1: 24,847 shares; 2024Q2: 24,847 shares; 2024Q3: 13,211 shares; 2024Q4: 9,871 shares 9,871 $516K 0.11% -3,340 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,832 shares; 2023Q2: 3,670 shares; 2023Q3: 3,888 shares; 2023Q4: 4,076 shares; 2024Q1: 4,018 shares; 2024Q2: 4,018 shares; 2024Q3: 4,718 shares; 2024Q4: 3,319 shares 3,319 $510K 0.11% -1,399 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,849 shares; 2024Q4: 9,291 shares 9,291 $509K 0.11% +2,442 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,664 shares; 2023Q2: 6,804 shares; 2023Q3: 5,835 shares; 2023Q4: 5,855 shares; 2024Q1: 5,533 shares; 2024Q2: 5,533 shares; 2024Q3: 5,553 shares; 2024Q4: 5,610 shares 5,610 $498K 0.11% +57 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 7,896 shares; 2023Q3: 7,892 shares; 2023Q4: 7,684 shares; 2024Q1: 7,828 shares; 2024Q2: 7,828 shares; 2024Q3: 6,853 shares; 2024Q4: 6,895 shares 6,895 $488K 0.11% +42 Timeline FXH 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; 2023Q1: not reported; 2023Q2: 4,947 shares; 2023Q3: 4,998 shares; 2023Q4: 5,019 shares; 2024Q1: 5,011 shares; 2024Q2: 5,011 shares; 2024Q3: 4,830 shares; 2024Q4: 4,655 shares 4,655 $485K 0.11% -175 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 25,008 shares; 2023Q3: 24,812 shares; 2023Q4: 26,183 shares; 2024Q1: 26,574 shares; 2024Q2: 26,574 shares; 2024Q3: 19,013 shares; 2024Q4: 17,683 shares 17,683 $485K 0.11% -1,330 Timeline ABX ABACUS GLOBAL MGMT INC More: the full row for ABACUS GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 10,325 shares; 2024Q4: 61,125 shares 61,125 $479K 0.11% +50,800 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 19,699 shares; 2023Q2: 23,932 shares; 2023Q3: 24,422 shares; 2023Q4: 19,974 shares; 2024Q1: 22,291 shares; 2024Q2: 22,291 shares; 2024Q3: 21,215 shares; 2024Q4: 21,935 shares 21,935 $476K 0.1% +720 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 717 shares; 2024Q4: 749 shares 749 $476K 0.1% +32 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,183 shares; 2024Q4: 2,299 shares 2,299 $472K 0.1% +116 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,263 shares; 2024Q4: 2,653 shares 2,653 $471K 0.1% +390 Timeline XNOV 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 10,394 shares; 2024Q2: 10,394 shares; 2024Q3: 10,394 shares; 2024Q4: 13,738 shares 13,738 $467K 0.1% +3,344 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 8,434 shares; 2023Q2: 9,736 shares; 2023Q3: 10,178 shares; 2023Q4: 10,435 shares; 2024Q1: 10,493 shares; 2024Q2: 10,493 shares; 2024Q3: 2,901 shares; 2024Q4: 3,856 shares 3,856 $466K 0.1% +955 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 14,750 shares; 2024Q1: 15,260 shares; 2024Q2: 15,260 shares; 2024Q3: 17,284 shares; 2024Q4: 8,052 shares 8,052 $463K 0.1% -9,232 Timeline XISE 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 15,231 shares; 2024Q4: 15,231 shares 15,231 $461K 0.1% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,705 shares; 2023Q2: 4,855 shares; 2023Q3: 4,323 shares; 2023Q4: 4,189 shares; 2024Q1: 4,190 shares; 2024Q2: 4,190 shares; 2024Q3: 4,219 shares; 2024Q4: 4,402 shares 4,402 $455K 0.1% +183 Timeline IBLC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 15,000 shares; 2023Q2: 12,000 shares; 2023Q3: 12,000 shares; 2023Q4: 13,228 shares; 2024Q1: 13,228 shares; 2024Q2: 13,228 shares; 2024Q3: 13,228 shares; 2024Q4: 13,228 shares 13,228 $452K 0.1% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 7,150 shares; 2023Q2: 7,368 shares; 2023Q3: 9,296 shares; 2023Q4: 8,403 shares; 2024Q1: 8,855 shares; 2024Q2: 8,855 shares; 2024Q3: 8,082 shares; 2024Q4: 5,970 shares 5,970 $452K 0.1% -2,112 Timeline RDVI 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 15,400 shares; 2024Q4: 18,580 shares 18,580 $450K 0.1% +3,180 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; 2023Q1: 20,028 shares; 2023Q2: 20,444 shares; 2023Q3: 20,373 shares; 2023Q4: 17,165 shares; 2024Q1: 13,946 shares; 2024Q2: 13,946 shares; 2024Q3: 3,981 shares; 2024Q4: 1,501 shares 1,501 $446K 0.1% -2,480 Timeline VSDA VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 8,985 shares; 2023Q3: 8,001 shares; 2023Q4: 8,022 shares; 2024Q1: 8,834 shares; 2024Q2: 8,834 shares; 2024Q3: 8,794 shares; 2024Q4: 8,712 shares 8,712 $443K 0.1% -82 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 15,269 shares; 2023Q2: 16,097 shares; 2023Q3: 11,692 shares; 2023Q4: 10,647 shares; 2024Q1: 10,521 shares; 2024Q2: 10,521 shares; 2024Q3: 8,729 shares; 2024Q4: 2,135 shares 2,135 $431K 0.09% -6,594 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 11,329 shares; 2024Q1: 12,357 shares; 2024Q2: 12,357 shares; 2024Q3: 11,880 shares; 2024Q4: 2,147 shares 2,147 $424K 0.09% -9,733 Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 8,242 shares; 2023Q4: 13,396 shares; 2024Q1: 13,941 shares; 2024Q2: 13,941 shares; 2024Q3: 15,976 shares; 2024Q4: 16,094 shares 16,094 $421K 0.09% +118 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; 2023Q1: 26,859 shares; 2023Q2: 39,682 shares; 2023Q3: 39,317 shares; 2023Q4: 40,475 shares; 2024Q1: 41,329 shares; 2024Q2: 41,329 shares; 2024Q3: 17,604 shares; 2024Q4: 10,186 shares 10,186 $407K 0.09% -7,418 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; 2023Q1: 3,893 shares; 2023Q2: 4,886 shares; 2023Q3: 4,342 shares; 2023Q4: 4,754 shares; 2024Q1: 13,496 shares; 2024Q2: 13,496 shares; 2024Q3: 12,608 shares; 2024Q4: 3,275 shares 3,275 $406K 0.09% -9,333 Timeline RSPS 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; 2023Q1: not reported; 2023Q2: 3,154 shares; 2023Q3: 15,620 shares; 2023Q4: 15,707 shares; 2024Q1: 15,730 shares; 2024Q2: 15,730 shares; 2024Q3: 13,671 shares; 2024Q4: 13,465 shares 13,465 $405K 0.09% -206 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,867 shares 1,867 $393K 0.09% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 2,161 shares; 2023Q3: 2,152 shares; 2023Q4: 2,154 shares; 2024Q1: 2,095 shares; 2024Q2: 2,095 shares; 2024Q3: 1,359 shares; 2024Q4: 1,183 shares 1,183 $393K 0.09% -176 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,136 shares; 2024Q4: 6,297 shares 6,297 $392K 0.09% +161 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,503 shares; 2023Q2: 1,663 shares; 2023Q3: 1,694 shares; 2023Q4: 1,695 shares; 2024Q1: 1,673 shares; 2024Q2: 1,673 shares; 2024Q3: 1,984 shares; 2024Q4: 1,884 shares 1,884 $379K 0.08% -100 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 5,808 shares; 2023Q2: 5,794 shares; 2023Q3: 5,794 shares; 2023Q4: 5,242 shares; 2024Q1: 5,114 shares; 2024Q2: 5,114 shares; 2024Q3: 4,759 shares; 2024Q4: 3,931 shares 3,931 $378K 0.08% -828 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,476 shares; 2023Q2: 4,188 shares; 2023Q3: 4,026 shares; 2023Q4: 3,626 shares; 2024Q1: 3,931 shares; 2024Q2: 3,931 shares; 2024Q3: 4,118 shares; 2024Q4: 2,795 shares 2,795 $378K 0.08% -1,323 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 13,058 shares; 2023Q2: 15,785 shares; 2023Q3: 10,713 shares; 2023Q4: 11,342 shares; 2024Q1: 11,256 shares; 2024Q2: 11,256 shares; 2024Q3: 11,589 shares; 2024Q4: 3,234 shares 3,234 $374K 0.08% -8,355 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 667 shares; 2023Q2: 836 shares; 2023Q3: 897 shares; 2023Q4: 973 shares; 2024Q1: 939 shares; 2024Q2: 939 shares; 2024Q3: 1,285 shares; 2024Q4: 742 shares 742 $370K 0.08% -543 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 6,782 shares; 2023Q3: 7,450 shares; 2023Q4: 8,007 shares; 2024Q1: 7,101 shares; 2024Q2: 7,101 shares; 2024Q3: 7,430 shares; 2024Q4: 7,640 shares 7,640 $369K 0.08% +210 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 2,299 shares; 2023Q3: 2,319 shares; 2023Q4: 2,815 shares; 2024Q1: 3,320 shares; 2024Q2: 3,320 shares; 2024Q3: 3,396 shares; 2024Q4: 3,007 shares 3,007 $369K 0.08% -389 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 11,066 shares; 2023Q3: 11,129 shares; 2023Q4: 11,823 shares; 2024Q1: 9,973 shares; 2024Q2: 9,973 shares; 2024Q3: 8,656 shares; 2024Q4: 8,476 shares 8,476 $368K 0.08% -180 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 9,109 shares; 2024Q4: 9,616 shares 9,616 $366K 0.08% +507 Timeline SVOL SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 285,294 shares; 2023Q3: 45,952 shares; 2023Q4: 48,193 shares; 2024Q1: 47,402 shares; 2024Q2: 47,402 shares; 2024Q3: 62,571 shares; 2024Q4: 17,582 shares 17,582 $366K 0.08% -44,989 Timeline XSEP 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 9,264 shares; 2023Q4: 9,264 shares; 2024Q1: 9,684 shares; 2024Q2: 9,684 shares; 2024Q3: 9,684 shares; 2024Q4: 9,394 shares 9,394 $365K 0.08% -290 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 8,114 shares; 2024Q4: 7,637 shares 7,637 $365K 0.08% -477 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,722 shares; 2024Q4: 2,728 shares 2,728 $360K 0.08% +6 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 9,369 shares; 2024Q4: 9,365 shares 9,365 $360K 0.08% -4 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,262 shares; 2023Q2: 4,198 shares; 2023Q3: 3,203 shares; 2023Q4: 3,603 shares; 2024Q1: 3,585 shares; 2024Q2: 3,585 shares; 2024Q3: 2,496 shares; 2024Q4: 2,751 shares 2,751 $355K 0.08% +255 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 2,783 shares; 2023Q3: 2,798 shares; 2023Q4: 6,248 shares; 2024Q1: 6,552 shares; 2024Q2: 6,552 shares; 2024Q3: 8,694 shares; 2024Q4: 2,938 shares 2,938 $355K 0.08% -5,756 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,051 shares; 2023Q4: 1,052 shares; 2024Q1: 996 shares; 2024Q2: 996 shares; 2024Q3: 1,056 shares; 2024Q4: 333 shares 333 $353K 0.08% -723 Timeline SPD SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 61,035 shares; 2023Q2: 60,179 shares; 2023Q3: 57,690 shares; 2023Q4: 49,100 shares; 2024Q1: 48,504 shares; 2024Q2: 48,504 shares; 2024Q3: 36,524 shares; 2024Q4: 10,456 shares 10,456 $349K 0.08% -26,068 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 401 shares; 2024Q4: 329 shares 329 $347K 0.08% -72 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,153 shares; 2023Q2: 2,600 shares; 2023Q3: 2,603 shares; 2023Q4: 2,622 shares; 2024Q1: 2,728 shares; 2024Q2: 2,728 shares; 2024Q3: 1,409 shares; 2024Q4: 6,426 shares 6,426 $341K 0.08% +5,017 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,457 shares; 2023Q4: 1,528 shares; 2024Q1: 1,376 shares; 2024Q2: 1,376 shares; 2024Q3: 1,129 shares; 2024Q4: 1,519 shares 1,519 $341K 0.08% +390 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 713 shares; 2023Q3: not reported; 2023Q4: 650 shares; 2024Q1: 700 shares; 2024Q2: 700 shares; 2024Q3: 829 shares; 2024Q4: 830 shares 830 $341K 0.08% +1 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,948 shares; 2024Q4: 4,014 shares 4,014 $338K 0.07% +66 Timeline RCS PIMCO STRATEGIC INCOME FD More: the full row for PIMCO STRATEGIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 36,949 shares; 2023Q3: 42,315 shares; 2023Q4: 41,682 shares; 2024Q1: 42,350 shares; 2024Q2: 42,350 shares; 2024Q3: 43,683 shares; 2024Q4: 44,249 shares 44,249 $337K 0.07% +566 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 13,047 shares; 2024Q4: 11,967 shares 11,967 $335K 0.07% -1,080 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 6,011 shares; 2024Q1: 7,794 shares; 2024Q2: 7,794 shares; 2024Q3: 6,626 shares; 2024Q4: 6,638 shares 6,638 $334K 0.07% +12 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,943 shares; 2023Q2: 3,401 shares; 2023Q3: 3,431 shares; 2023Q4: 3,328 shares; 2024Q1: 3,335 shares; 2024Q2: 3,335 shares; 2024Q3: 4,144 shares; 2024Q4: 1,725 shares 1,725 $333K 0.07% -2,419 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 5,382 shares; 2023Q2: 8,605 shares; 2023Q3: 6,718 shares; 2023Q4: 5,223 shares; 2024Q1: 4,677 shares; 2024Q2: 4,677 shares; 2024Q3: 3,947 shares; 2024Q4: 3,623 shares 3,623 $331K 0.07% -324 Timeline ICLO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 28,782 shares; 2024Q4: 12,772 shares 12,772 $327K 0.07% -16,010 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; 2023Q1: 4,410 shares; 2023Q2: 7,516 shares; 2023Q3: 6,368 shares; 2023Q4: 7,749 shares; 2024Q1: 8,052 shares; 2024Q2: 8,052 shares; 2024Q3: 7,629 shares; 2024Q4: 5,784 shares 5,784 $327K 0.07% -1,845 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 6,448 shares; 2023Q2: 6,774 shares; 2023Q3: 6,778 shares; 2023Q4: 6,349 shares; 2024Q1: 6,351 shares; 2024Q2: 6,351 shares; 2024Q3: 6,375 shares; 2024Q4: 12,578 shares 12,578 $325K 0.07% +6,203 Timeline PEY 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; 2023Q1: not reported; 2023Q2: 15,166 shares; 2023Q3: 15,166 shares; 2023Q4: 15,166 shares; 2024Q1: 19,138 shares; 2024Q2: 19,138 shares; 2024Q3: 15,166 shares; 2024Q4: 15,166 shares 15,166 $322K 0.07% 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; 2023Q1: 4,834 shares; 2023Q2: 6,776 shares; 2023Q3: 5,967 shares; 2023Q4: 5,619 shares; 2024Q1: 5,599 shares; 2024Q2: 5,599 shares; 2024Q3: 5,611 shares; 2024Q4: 2,097 shares 2,097 $319K 0.07% -3,514 Timeline EVLN MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 6,300 shares 6,300 $317K 0.07% new Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 64,685 shares; 2023Q2: 68,449 shares; 2023Q3: 24,137 shares; 2023Q4: 7,414 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,737 shares; 2024Q4: 4,787 shares 4,787 $317K 0.07% +50 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 18,115 shares; 2023Q2: 20,624 shares; 2023Q3: 18,306 shares; 2023Q4: 17,332 shares; 2024Q1: 16,046 shares; 2024Q2: 16,046 shares; 2024Q3: 12,683 shares; 2024Q4: 6,579 shares 6,579 $315K 0.07% -6,104 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,683 shares 4,683 $312K 0.07% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 2,051 shares; 2023Q3: 2,051 shares; 2023Q4: 2,167 shares; 2024Q1: 2,218 shares; 2024Q2: 2,218 shares; 2024Q3: 2,379 shares; 2024Q4: 1,910 shares 1,910 $311K 0.07% -469 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; 2023Q1: not reported; 2023Q2: 3,620 shares; 2023Q3: 3,700 shares; 2023Q4: 3,465 shares; 2024Q1: 3,455 shares; 2024Q2: 3,455 shares; 2024Q3: 1,668 shares; 2024Q4: 2,257 shares 2,257 $311K 0.07% +589 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 11,582 shares; 2023Q2: 19,021 shares; 2023Q3: 19,188 shares; 2023Q4: 23,011 shares; 2024Q1: 24,041 shares; 2024Q2: 24,041 shares; 2024Q3: 14,219 shares; 2024Q4: 9,871 shares 9,871 $310K 0.07% -4,348 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; 2023Q1: 7,632 shares; 2023Q2: 9,643 shares; 2023Q3: 4,813 shares; 2023Q4: 3,158 shares; 2024Q1: 3,293 shares; 2024Q2: 3,293 shares; 2024Q3: 2,734 shares; 2024Q4: 2,742 shares 2,742 $305K 0.07% +8 Timeline SouthState Corp SouthState Corp More: the full row for SouthState Corp Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 5,909 shares; 2023Q2: 5,909 shares; 2023Q3: 5,909 shares; 2023Q4: 5,905 shares; 2024Q1: 5,905 shares; 2024Q2: 5,905 shares; 2024Q3: 3,319 shares; 2024Q4: 3,057 shares 3,057 $304K 0.07% -262 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; 2023Q1: 1,896 shares; 2023Q2: 2,042 shares; 2023Q3: 2,029 shares; 2023Q4: 2,137 shares; 2024Q1: 468 shares; 2024Q2: 468 shares; 2024Q3: 609 shares; 2024Q4: 641 shares 641 $301K 0.07% +32 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 5,134 shares; 2023Q2: 5,596 shares; 2023Q3: 6,957 shares; 2023Q4: 7,206 shares; 2024Q1: 7,187 shares; 2024Q2: 7,187 shares; 2024Q3: 7,338 shares; 2024Q4: 830 shares 830 $299K 0.07% -6,508 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,855 shares; 2024Q4: 4,869 shares 4,869 $299K 0.07% +14 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 8,988 shares; 2023Q3: 8,603 shares; 2023Q4: 8,433 shares; 2024Q1: 8,777 shares; 2024Q2: 8,777 shares; 2024Q3: 3,045 shares; 2024Q4: 2,949 shares 2,949 $298K 0.07% -96 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 4,987 shares; 2023Q3: 4,671 shares; 2023Q4: 4,589 shares; 2024Q1: 4,663 shares; 2024Q2: 4,663 shares; 2024Q3: 4,196 shares; 2024Q4: 4,142 shares 4,142 $298K 0.07% -54 Timeline RDVY 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; 2023Q1: not reported; 2023Q2: 13,937 shares; 2023Q3: 13,785 shares; 2023Q4: 12,390 shares; 2024Q1: 11,408 shares; 2024Q2: 11,408 shares; 2024Q3: 5,372 shares; 2024Q4: 5,022 shares 5,022 $297K 0.07% -350 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 9,284 shares; 2024Q4: 9,428 shares 9,428 $296K 0.07% +144 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,995 shares; 2024Q4: 2,480 shares 2,480 $291K 0.06% +485 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 2,901 shares; 2023Q3: 6,142 shares; 2023Q4: 8,192 shares; 2024Q1: 7,879 shares; 2024Q2: 7,879 shares; 2024Q3: 7,544 shares; 2024Q4: 2,531 shares 2,531 $288K 0.06% -5,013 Timeline FAD FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 2,511 shares; 2023Q3: 2,195 shares; 2023Q4: 2,228 shares; 2024Q1: 2,675 shares; 2024Q2: 2,675 shares; 2024Q3: 2,561 shares; 2024Q4: 2,086 shares 2,086 $288K 0.06% -475 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,983 shares; 2024Q2: 3,983 shares; 2024Q3: 3,935 shares; 2024Q4: 3,503 shares 3,503 $284K 0.06% -432 Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 26,402 shares; 2023Q3: 26,686 shares; 2023Q4: 26,207 shares; 2024Q1: 26,473 shares; 2024Q2: 26,473 shares; 2024Q3: 24,658 shares; 2024Q4: 23,241 shares 23,241 $282K 0.06% -1,417 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 16,646 shares; 2023Q2: 25,754 shares; 2023Q3: 21,847 shares; 2023Q4: 19,823 shares; 2024Q1: 18,417 shares; 2024Q2: 18,417 shares; 2024Q3: 14,143 shares; 2024Q4: 10,514 shares 10,514 $279K 0.06% -3,629 Timeline FV 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; 2023Q1: not reported; 2023Q2: 5,118 shares; 2023Q3: 5,119 shares; 2023Q4: 5,095 shares; 2024Q1: 5,096 shares; 2024Q2: 5,096 shares; 2024Q3: 4,969 shares; 2024Q4: 4,717 shares 4,717 $279K 0.06% -252 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,177 shares; 2024Q4: 1,078 shares 1,078 $277K 0.06% -99 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 10,300 shares; 2023Q3: 9,188 shares; 2023Q4: 9,162 shares; 2024Q1: 9,147 shares; 2024Q2: 9,147 shares; 2024Q3: 7,013 shares; 2024Q4: 5,441 shares 5,441 $273K 0.06% -1,572 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 3,983 shares; 2023Q4: 4,130 shares; 2024Q1: 3,847 shares; 2024Q2: 3,847 shares; 2024Q3: 4,806 shares; 2024Q4: 1,415 shares 1,415 $273K 0.06% -3,391 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,217 shares; 2024Q4: 3,099 shares 3,099 $272K 0.06% -118 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 7,653 shares; 2023Q2: 7,859 shares; 2023Q3: 9,214 shares; 2023Q4: 9,128 shares; 2024Q1: 9,563 shares; 2024Q2: 9,563 shares; 2024Q3: 9,333 shares; 2024Q4: 4,404 shares 4,404 $269K 0.06% -4,929 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 8,919 shares; 2024Q2: 8,919 shares; 2024Q3: 9,159 shares; 2024Q4: 9,191 shares 9,191 $268K 0.06% +32 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 2,499 shares; 2023Q3: 2,860 shares; 2023Q4: 3,507 shares; 2024Q1: 3,422 shares; 2024Q2: 3,422 shares; 2024Q3: 1,956 shares; 2024Q4: 2,026 shares 2,026 $267K 0.06% +70 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 6,803 shares; 2023Q2: 6,483 shares; 2023Q3: 6,484 shares; 2023Q4: 5,736 shares; 2024Q1: 4,325 shares; 2024Q2: 4,325 shares; 2024Q3: 4,424 shares; 2024Q4: 4,423 shares 4,423 $266K 0.06% -1 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 1,160 shares; 2023Q3: 1,182 shares; 2023Q4: 1,224 shares; 2024Q1: 1,161 shares; 2024Q2: 1,161 shares; 2024Q3: 1,040 shares; 2024Q4: 759 shares 759 $265K 0.06% -281 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,942 shares; 2024Q2: 3,942 shares; 2024Q3: 5,226 shares; 2024Q4: 4,818 shares 4,818 $252K 0.06% -408 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,273 shares 2,273 $251K 0.06% new Timeline XIDE 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8,300 shares 8,300 $250K 0.06% new Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,842 shares; 2023Q2: 2,884 shares; 2023Q3: 5,441 shares; 2023Q4: 5,702 shares; 2024Q1: 5,809 shares; 2024Q2: 5,809 shares; 2024Q3: 5,419 shares; 2024Q4: 2,141 shares 2,141 $250K 0.06% -3,278 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 660 shares; 2024Q4: 660 shares 660 $248K 0.05% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,593 shares; 2023Q2: 5,089 shares; 2023Q3: 5,010 shares; 2023Q4: 5,292 shares; 2024Q1: 5,358 shares; 2024Q2: 5,358 shares; 2024Q3: 3,667 shares; 2024Q4: 703 shares 703 $247K 0.05% -2,964 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,534 shares 2,534 $246K 0.05% new Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,231 shares; 2024Q4: 2,187 shares 2,187 $246K 0.05% -44 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,730 shares; 2023Q2: 2,660 shares; 2023Q3: 2,696 shares; 2023Q4: 2,765 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 845 shares 845 $245K 0.05% new Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 21,526 shares; 2023Q2: 36,385 shares; 2023Q3: 32,927 shares; 2023Q4: 33,629 shares; 2024Q1: 33,570 shares; 2024Q2: 33,570 shares; 2024Q3: 34,970 shares; 2024Q4: 35,657 shares 35,657 $243K 0.05% +687 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 8,393 shares; 2023Q3: 8,185 shares; 2023Q4: 8,059 shares; 2024Q1: 7,837 shares; 2024Q2: 7,837 shares; 2024Q3: 3,074 shares; 2024Q4: 2,998 shares 2,998 $242K 0.05% -76 Timeline IPKW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 17,545 shares; 2023Q3: 17,558 shares; 2023Q4: 13,987 shares; 2024Q1: 12,496 shares; 2024Q2: 12,496 shares; 2024Q3: 6,710 shares; 2024Q4: 6,012 shares 6,012 $239K 0.05% -698 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 737 shares 737 $239K 0.05% new Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 11,082 shares; 2023Q3: 11,111 shares; 2023Q4: 5,265 shares; 2024Q1: 4,994 shares; 2024Q2: 4,994 shares; 2024Q3: 4,853 shares; 2024Q4: 4,673 shares 4,673 $238K 0.05% -180 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 3,439 shares; 2023Q4: 4,336 shares; 2024Q1: 4,357 shares; 2024Q2: 4,357 shares; 2024Q3: not reported; 2024Q4: 6,216 shares 6,216 $238K 0.05% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 657 shares; 2024Q2: 657 shares; 2024Q3: not reported; 2024Q4: 9,050 shares 9,050 $238K 0.05% new Timeline FXO 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; 2023Q1: not reported; 2023Q2: 5,894 shares; 2023Q3: 5,846 shares; 2023Q4: 6,197 shares; 2024Q1: 5,663 shares; 2024Q2: 5,663 shares; 2024Q3: 4,383 shares; 2024Q4: 4,384 shares 4,384 $237K 0.05% +1 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 6,849 shares 6,849 $237K 0.05% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,229 shares; 2023Q2: 1,522 shares; 2023Q3: 1,453 shares; 2023Q4: 1,953 shares; 2024Q1: 1,569 shares; 2024Q2: 1,569 shares; 2024Q3: 1,515 shares; 2024Q4: 557 shares 557 $236K 0.05% -958 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 1,897 shares; 2023Q3: 1,994 shares; 2023Q4: 1,985 shares; 2024Q1: 1,985 shares; 2024Q2: 1,985 shares; 2024Q3: 1,803 shares; 2024Q4: 1,349 shares 1,349 $232K 0.05% -454 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,395 shares; 2024Q4: 2,398 shares 2,398 $232K 0.05% +3 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 21,691 shares; 2023Q2: 23,077 shares; 2023Q3: 19,029 shares; 2023Q4: 17,871 shares; 2024Q1: 11,911 shares; 2024Q2: 11,911 shares; 2024Q3: 2,588 shares; 2024Q4: 1,379 shares 1,379 $230K 0.05% -1,209 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,789 shares; 2024Q4: 4,568 shares 4,568 $230K 0.05% -221 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,285 shares; 2024Q2: 2,285 shares; 2024Q3: 3,424 shares; 2024Q4: 2,658 shares 2,658 $229K 0.05% -766 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 14,310 shares; 2023Q3: 16,266 shares; 2023Q4: 9,919 shares; 2024Q1: 10,303 shares; 2024Q2: 10,303 shares; 2024Q3: 3,151 shares; 2024Q4: 3,792 shares 3,792 $229K 0.05% +641 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,595 shares 1,595 $228K 0.05% new Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 824 shares; 2023Q2: 894 shares; 2023Q3: 1,127 shares; 2023Q4: 1,154 shares; 2024Q1: 1,026 shares; 2024Q2: 1,026 shares; 2024Q3: 896 shares; 2024Q4: 898 shares 898 $228K 0.05% +2 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,150 shares; 2024Q1: 684 shares; 2024Q2: 684 shares; 2024Q3: not reported; 2024Q4: 1,228 shares 1,228 $227K 0.05% new Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 11,303 shares; 2023Q3: 10,715 shares; 2023Q4: 10,749 shares; 2024Q1: 10,909 shares; 2024Q2: 10,909 shares; 2024Q3: 9,889 shares; 2024Q4: 9,824 shares 9,824 $226K 0.05% -65 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; 2023Q1: 1,233 shares; 2023Q2: 1,897 shares; 2023Q3: 3,561 shares; 2023Q4: 3,585 shares; 2024Q1: 3,616 shares; 2024Q2: 3,616 shares; 2024Q3: 3,575 shares; 2024Q4: 984 shares 984 $224K 0.05% -2,591 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,856 shares 2,856 $224K 0.05% new Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,709 shares 3,709 $224K 0.05% 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; 2023Q1: 3,970 shares; 2023Q2: 4,771 shares; 2023Q3: 4,317 shares; 2023Q4: 4,586 shares; 2024Q1: 4,564 shares; 2024Q2: 4,564 shares; 2024Q3: 3,499 shares; 2024Q4: 1,695 shares 1,695 $222K 0.05% -1,804 Timeline EIPI 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 19,722 shares; 2024Q4: 11,386 shares 11,386 $222K 0.05% -8,336 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 7,064 shares; 2024Q2: 7,064 shares; 2024Q3: 7,400 shares; 2024Q4: 6,272 shares 6,272 $221K 0.05% -1,128 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 185 shares; 2024Q4: 186 shares 186 $221K 0.05% +1 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 15,773 shares; 2024Q4: 7,752 shares 7,752 $220K 0.05% -8,021 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 977 shares; 2024Q4: 969 shares 969 $218K 0.05% -8 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 5,242 shares; 2023Q3: 5,173 shares; 2023Q4: 4,936 shares; 2024Q1: 5,008 shares; 2024Q2: 5,008 shares; 2024Q3: 4,433 shares; 2024Q4: 2,413 shares 2,413 $218K 0.05% -2,020 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 3,770 shares; 2023Q3: 3,734 shares; 2023Q4: 3,668 shares; 2024Q1: 3,520 shares; 2024Q2: 3,520 shares; 2024Q3: not reported; 2024Q4: 1,471 shares 1,471 $218K 0.05% new Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 39,796 shares; 2023Q3: 39,836 shares; 2023Q4: 38,380 shares; 2024Q1: 36,150 shares; 2024Q2: 36,150 shares; 2024Q3: 5,975 shares; 2024Q4: 5,380 shares 5,380 $217K 0.05% -595 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 2,881 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,328 shares 2,328 $215K 0.05% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 8,026 shares; 2023Q2: 8,885 shares; 2023Q3: 9,066 shares; 2023Q4: 8,934 shares; 2024Q1: 8,858 shares; 2024Q2: 8,858 shares; 2024Q3: 7,502 shares; 2024Q4: 6,637 shares 6,637 $214K 0.05% -865 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 6,903 shares; 2023Q2: 8,298 shares; 2023Q3: 4,063 shares; 2023Q4: 6,946 shares; 2024Q1: 7,668 shares; 2024Q2: 7,668 shares; 2024Q3: 3,014 shares; 2024Q4: 2,431 shares 2,431 $212K 0.05% -583 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 2,328 shares; 2023Q3: 2,332 shares; 2023Q4: 2,412 shares; 2024Q1: 2,696 shares; 2024Q2: 2,696 shares; 2024Q3: not reported; 2024Q4: 1,462 shares 1,462 $210K 0.05% new Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,826 shares; 2023Q2: 4,889 shares; 2023Q3: 4,868 shares; 2023Q4: 4,668 shares; 2024Q1: 3,651 shares; 2024Q2: 3,651 shares; 2024Q3: 1,070 shares; 2024Q4: 1,071 shares 1,071 $210K 0.05% +1 Timeline SPUU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 20,452 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,417 shares 1,417 $210K 0.05% new Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,840 shares 1,840 $208K 0.05% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,396 shares; 2023Q2: 2,167 shares; 2023Q3: 2,170 shares; 2023Q4: 2,233 shares; 2024Q1: 2,234 shares; 2024Q2: 2,234 shares; 2024Q3: 2,034 shares; 2024Q4: 883 shares 883 $207K 0.05% -1,151 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,302 shares; 2024Q1: 2,971 shares; 2024Q2: 2,971 shares; 2024Q3: not reported; 2024Q4: 2,511 shares 2,511 $207K 0.05% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 1,809 shares; 2023Q3: 1,488 shares; 2023Q4: 1,637 shares; 2024Q1: 1,635 shares; 2024Q2: 1,635 shares; 2024Q3: 1,492 shares; 2024Q4: 859 shares 859 $207K 0.05% -633 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 6,115 shares; 2023Q2: 6,367 shares; 2023Q3: 6,689 shares; 2023Q4: 6,364 shares; 2024Q1: 6,546 shares; 2024Q2: 6,546 shares; 2024Q3: 5,818 shares; 2024Q4: 2,321 shares 2,321 $206K 0.05% -3,497 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 121 shares 121 $206K 0.05% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 5,901 shares; 2023Q2: 6,722 shares; 2023Q3: 6,813 shares; 2023Q4: 7,247 shares; 2024Q1: 7,187 shares; 2024Q2: 7,187 shares; 2024Q3: 6,945 shares; 2024Q4: 960 shares 960 $204K 0.04% -5,985 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,889 shares; 2024Q4: 4,622 shares 4,622 $204K 0.04% -267 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 1,520 shares; 2023Q3: 1,570 shares; 2023Q4: 1,569 shares; 2024Q1: 4,518 shares; 2024Q2: 4,518 shares; 2024Q3: not reported; 2024Q4: 933 shares 933 $201K 0.04% 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; 2023Q1: 3,076 shares; 2023Q2: 6,504 shares; 2023Q3: 5,255 shares; 2023Q4: 4,638 shares; 2024Q1: 4,404 shares; 2024Q2: 4,404 shares; 2024Q3: 4,656 shares; 2024Q4: 3,363 shares 3,363 $201K 0.04% -1,293 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 20,450 shares; 2023Q3: 20,545 shares; 2023Q4: 20,645 shares; 2024Q1: 20,737 shares; 2024Q2: 20,737 shares; 2024Q3: 19,470 shares; 2024Q4: 19,568 shares 19,568 $192K 0.04% +98 Timeline FPF FIRST TR INTER DURATN PFD & More: the full row for FIRST TR INTER DURATN PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 34,807 shares; 2023Q3: 34,385 shares; 2023Q4: 34,090 shares; 2024Q1: 33,105 shares; 2024Q2: 33,105 shares; 2024Q3: 19,597 shares; 2024Q4: 10,053 shares 10,053 $181K 0.04% -9,544 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 11,780 shares; 2024Q4: 11,686 shares 11,686 $145K 0.03% -94 Timeline HIO WESTERN ASSET HIGH INCOME OP More: the full row for WESTERN ASSET HIGH INCOME OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 34,365 shares; 2023Q3: 36,250 shares; 2023Q4: 37,682 shares; 2024Q1: 37,764 shares; 2024Q2: 37,764 shares; 2024Q3: 33,387 shares; 2024Q4: 33,537 shares 33,537 $132K 0.03% +150 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 46,070 shares; 2023Q2: 46,070 shares; 2023Q3: 45,751 shares; 2023Q4: 32,691 shares; 2024Q1: 32,691 shares; 2024Q2: 32,691 shares; 2024Q3: 32,691 shares; 2024Q4: 10,161 shares 10,161 $129K 0.03% -22,530 Timeline ALP ALPHA COMPUTE CORP More: the full row for ALPHA COMPUTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 98,521 shares; 2024Q4: 19,272 shares 19,272 $99.6K 0.02% -79,249 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 27,371 shares; 2024Q4: 25,428 shares 25,428 $95.4K 0.02% -1,943 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 10,757 shares; 2023Q2: 10,757 shares; 2023Q3: 12,962 shares; 2023Q4: 11,762 shares; 2024Q1: 14,353 shares; 2024Q2: 14,353 shares; 2024Q3: 14,521 shares; 2024Q4: 13,272 shares 13,272 $92.2K 0.02% -1,249 Timeline CYH COMMUNITY HEALTH SYS INC NEW More: the full row for COMMUNITY HEALTH SYS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 20,060 shares; 2024Q1: 29,960 shares; 2024Q2: 29,960 shares; 2024Q3: 29,960 shares; 2024Q4: 29,960 shares 29,960 $89.6K 0.02% 0 Timeline INTENSITY THERAPEUTICS INC INTENSITY THERAPEUTICS INC More: the full row for INTENSITY THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 17,420 shares; 2024Q2: 17,420 shares; 2024Q3: 17,420 shares; 2024Q4: 17,420 shares 17,420 $30.7K 0.01% 0 TLSA TIZIANA LIFE SCIENCES LTD More: the full row for TIZIANA LIFE SCIENCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 42,795 shares 42,795 $29.8K 0.01% new Timeline