AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 764,316 shares; 2023Q2: 769,340 shares; 2023Q3: 759,069 shares; 2023Q4: 747,186 shares; 2024Q1: 742,518 shares; 2024Q2: 744,972 shares; 2024Q3: 713,248 shares; 2024Q4: 716,496 shares 716,496 $179M 5.42% +3,248 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 358,187 shares; 2023Q2: 356,476 shares; 2023Q3: 353,743 shares; 2023Q4: 347,945 shares; 2024Q1: 349,534 shares; 2024Q2: 346,824 shares; 2024Q3: 341,265 shares; 2024Q4: 342,412 shares 342,412 $162M 4.91% +1,147 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: 384,522 shares; 2023Q2: 386,805 shares; 2023Q3: 386,340 shares; 2023Q4: 382,360 shares; 2024Q1: 378,187 shares; 2024Q2: 379,734 shares; 2024Q3: 382,464 shares; 2024Q4: 384,474 shares 384,474 $162M 4.9% +2,010 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 92,173 shares; 2023Q2: 91,387 shares; 2023Q3: 91,399 shares; 2023Q4: 90,373 shares; 2024Q1: 81,151 shares; 2024Q2: 81,902 shares; 2024Q3: 70,707 shares; 2024Q4: 71,029 shares 71,029 $141M 4.27% +322 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,024,557 shares; 2023Q2: 1,007,794 shares; 2023Q3: 2,005,989 shares; 2023Q4: 1,991,238 shares; 2024Q1: 1,998,400 shares; 2024Q2: 2,008,914 shares; 2024Q3: 1,989,991 shares; 2024Q4: 2,001,097 shares 2,001,097 $115M 3.47% +11,106 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 391,622 shares; 2023Q2: 391,976 shares; 2023Q3: 391,308 shares; 2023Q4: 385,618 shares; 2024Q1: 391,312 shares; 2024Q2: 393,249 shares; 2024Q3: 383,846 shares; 2024Q4: 387,849 shares 387,849 $87.7M 2.65% +4,003 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: 274,595 shares; 2023Q2: 273,035 shares; 2023Q3: 272,043 shares; 2023Q4: 268,188 shares; 2024Q1: 266,972 shares; 2024Q2: 264,239 shares; 2024Q3: 260,235 shares; 2024Q4: 259,276 shares 259,276 $81.9M 2.48% -959 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: 145,185 shares; 2023Q2: 145,590 shares; 2023Q3: 144,220 shares; 2023Q4: 141,446 shares; 2024Q1: 141,174 shares; 2024Q2: 140,348 shares; 2024Q3: 133,977 shares; 2024Q4: 134,136 shares 134,136 $70.6M 2.14% +159 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 256,662 shares; 2023Q2: 255,430 shares; 2023Q3: 249,239 shares; 2023Q4: 242,853 shares; 2024Q1: 212,380 shares; 2024Q2: 205,693 shares; 2024Q3: 200,895 shares; 2024Q4: 201,062 shares 201,062 $68.3M 2.07% +167 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 161,599 shares; 2023Q2: 162,076 shares; 2023Q3: 160,085 shares; 2023Q4: 157,476 shares; 2024Q1: 293,520 shares; 2024Q2: 293,172 shares; 2024Q3: 282,363 shares; 2024Q4: 287,243 shares 287,243 $66.7M 2.02% +4,880 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: 774,049 shares; 2023Q2: 750,243 shares; 2023Q3: 753,113 shares; 2023Q4: 756,699 shares; 2024Q1: 771,698 shares; 2024Q2: 741,901 shares; 2024Q3: 768,734 shares; 2024Q4: 782,957 shares 782,957 $63.4M 1.92% +14,223 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 638,882 shares; 2023Q2: 639,429 shares; 2023Q3: 639,273 shares; 2023Q4: 631,055 shares; 2024Q1: 631,045 shares; 2024Q2: 626,703 shares; 2024Q3: 613,333 shares; 2024Q4: 614,980 shares 614,980 $62.7M 1.9% +1,647 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 708,178 shares; 2023Q2: 700,574 shares; 2023Q3: 697,627 shares; 2023Q4: 676,106 shares; 2024Q1: 675,569 shares; 2024Q2: 671,554 shares; 2024Q3: 987,823 shares; 2024Q4: 981,162 shares 981,162 $57.4M 1.74% -6,661 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: 403,577 shares; 2023Q2: 402,635 shares; 2023Q3: 401,282 shares; 2023Q4: 387,013 shares; 2024Q1: 388,612 shares; 2024Q2: 769,421 shares; 2024Q3: 763,866 shares; 2024Q4: 769,799 shares 769,799 $53.5M 1.62% +5,933 Timeline CCOI COGENT COMM HOLDINGS INC More: the full row for COGENT COMM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 606,709 shares; 2023Q2: 594,389 shares; 2023Q3: 594,023 shares; 2023Q4: 592,027 shares; 2024Q1: 609,401 shares; 2024Q2: 593,294 shares; 2024Q3: 609,821 shares; 2024Q4: 596,821 shares 596,821 $46M 1.39% -13,000 Timeline FSV FIRSTSERVICE CORP NEW More: the full row for FIRSTSERVICE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 204,768 shares; 2023Q2: 204,208 shares; 2023Q3: 202,810 shares; 2023Q4: 202,539 shares; 2024Q1: 202,613 shares; 2024Q2: 196,883 shares; 2024Q3: 246,673 shares; 2024Q4: 251,439 shares 251,439 $45.5M 1.38% +4,766 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: 171,372 shares; 2023Q2: 170,367 shares; 2023Q3: 169,747 shares; 2023Q4: 162,176 shares; 2024Q1: 163,276 shares; 2024Q2: 161,365 shares; 2024Q3: 156,961 shares; 2024Q4: 155,967 shares 155,967 $45.2M 1.37% -994 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 984,799 shares; 2023Q2: 979,775 shares; 2023Q3: 997,084 shares; 2023Q4: 972,507 shares; 2024Q1: 990,994 shares; 2024Q2: 809,452 shares; 2024Q3: 864,165 shares; 2024Q4: 863,658 shares 863,658 $44.7M 1.35% -507 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: 201,226 shares; 2023Q2: 201,375 shares; 2023Q3: 198,413 shares; 2023Q4: 199,324 shares; 2024Q1: 196,612 shares; 2024Q2: 197,587 shares; 2024Q3: 198,777 shares; 2024Q4: 196,359 shares 196,359 $43.1M 1.3% -2,418 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 222,110 shares; 2023Q2: 216,253 shares; 2023Q3: 212,784 shares; 2023Q4: 205,265 shares; 2024Q1: 207,946 shares; 2024Q2: 205,737 shares; 2024Q3: 202,982 shares; 2024Q4: 199,454 shares 199,454 $41M 1.24% -3,528 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES 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: 223,702 shares; 2024Q4: 225,420 shares 225,420 $39.1M 1.18% +1,718 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: 89,258 shares; 2023Q2: 88,082 shares; 2023Q3: 88,370 shares; 2023Q4: 86,294 shares; 2024Q1: 45,894 shares; 2024Q2: 44,802 shares; 2024Q3: 43,026 shares; 2024Q4: 42,427 shares 42,427 $38.9M 1.18% -599 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: 57,033 shares; 2023Q2: 58,962 shares; 2023Q3: 57,978 shares; 2023Q4: 58,742 shares; 2024Q1: 159,700 shares; 2024Q2: 161,630 shares; 2024Q3: 164,350 shares; 2024Q4: 165,168 shares 165,168 $37.9M 1.15% +818 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 210,471 shares; 2023Q2: 210,683 shares; 2023Q3: 211,652 shares; 2023Q4: 206,024 shares; 2024Q1: 204,718 shares; 2024Q2: 191,652 shares; 2024Q3: 170,548 shares; 2024Q4: 181,746 shares 181,746 $37.6M 1.14% +11,198 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: 76,250 shares; 2023Q2: 76,227 shares; 2023Q3: 78,252 shares; 2023Q4: 76,424 shares; 2024Q1: 76,796 shares; 2024Q2: 76,314 shares; 2024Q3: 73,738 shares; 2024Q4: 74,173 shares 74,173 $36M 1.09% +435 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 106,328 shares; 2023Q2: 105,593 shares; 2023Q3: 107,362 shares; 2023Q4: 106,025 shares; 2024Q1: 544,892 shares; 2024Q2: 542,072 shares; 2024Q3: 551,862 shares; 2024Q4: 547,686 shares 547,686 $34.1M 1.03% -4,176 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 93,796 shares; 2023Q2: 93,053 shares; 2023Q3: 238,670 shares; 2023Q4: 231,543 shares; 2024Q1: 236,100 shares; 2024Q2: 232,242 shares; 2024Q3: 226,641 shares; 2024Q4: 216,026 shares 216,026 $34.1M 1.03% -10,615 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 81,046 shares; 2023Q3: 83,848 shares; 2023Q4: 85,071 shares; 2024Q1: 87,482 shares; 2024Q2: 88,224 shares; 2024Q3: 87,335 shares; 2024Q4: 89,962 shares 89,962 $33.2M 1% +2,627 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 535,809 shares; 2023Q2: 532,848 shares; 2023Q3: 533,647 shares; 2023Q4: 531,747 shares; 2024Q1: 540,155 shares; 2024Q2: 541,612 shares; 2024Q3: 520,294 shares; 2024Q4: 481,513 shares 481,513 $32.8M 0.99% -38,781 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 169,229 shares; 2023Q2: 170,978 shares; 2023Q3: 172,962 shares; 2023Q4: 176,142 shares; 2024Q1: 176,601 shares; 2024Q2: 177,026 shares; 2024Q3: 174,184 shares; 2024Q4: 175,698 shares 175,698 $32.7M 0.99% +1,514 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 66,997 shares; 2023Q2: 66,209 shares; 2023Q3: 89,140 shares; 2023Q4: 87,860 shares; 2024Q1: 86,536 shares; 2024Q2: 86,125 shares; 2024Q3: 84,158 shares; 2024Q4: 83,707 shares 83,707 $31.1M 0.94% -451 Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS 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: 374,867 shares; 2024Q2: 450,220 shares; 2024Q3: 452,489 shares; 2024Q4: 473,916 shares 473,916 $30.4M 0.92% +21,427 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: 156,040 shares; 2023Q2: 159,380 shares; 2023Q3: 157,054 shares; 2023Q4: 162,579 shares; 2024Q1: 160,160 shares; 2024Q2: 159,517 shares; 2024Q3: 157,989 shares; 2024Q4: 156,489 shares 156,489 $29.8M 0.9% -1,500 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: 22,110 shares; 2023Q2: 22,728 shares; 2023Q3: 22,874 shares; 2023Q4: 23,310 shares; 2024Q1: 23,778 shares; 2024Q2: 24,178 shares; 2024Q3: 24,846 shares; 2024Q4: 25,058 shares 25,058 $29.7M 0.9% +212 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 97,867 shares; 2023Q2: 96,982 shares; 2023Q3: 777,128 shares; 2023Q4: 779,810 shares; 2024Q1: 784,972 shares; 2024Q2: 778,416 shares; 2024Q3: 776,179 shares; 2024Q4: 785,190 shares 785,190 $28.4M 0.86% +9,011 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: 1,347,088 shares; 2023Q2: 1,338,077 shares; 2023Q3: 1,337,319 shares; 2023Q4: 1,325,786 shares; 2024Q1: 1,316,646 shares; 2024Q2: 1,312,318 shares; 2024Q3: 791,150 shares; 2024Q4: 1,054,464 shares 1,054,464 $28M 0.85% +263,314 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 90,700 shares; 2023Q2: 93,791 shares; 2023Q3: 94,869 shares; 2023Q4: 95,924 shares; 2024Q1: 97,128 shares; 2024Q2: 96,999 shares; 2024Q3: 97,259 shares; 2024Q4: 98,118 shares 98,118 $27.9M 0.84% +859 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: 142,330 shares; 2023Q2: 142,449 shares; 2023Q3: 140,469 shares; 2023Q4: 140,001 shares; 2024Q1: 137,902 shares; 2024Q2: 140,606 shares; 2024Q3: 140,038 shares; 2024Q4: 141,507 shares 141,507 $26.8M 0.81% +1,469 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: 53,503 shares; 2023Q2: 51,349 shares; 2023Q3: 51,046 shares; 2023Q4: 48,517 shares; 2024Q1: 47,800 shares; 2024Q2: 44,871 shares; 2024Q3: 44,745 shares; 2024Q4: 44,362 shares 44,362 $26.1M 0.79% -383 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: 382,985 shares; 2023Q2: 385,994 shares; 2023Q3: 400,089 shares; 2023Q4: 395,869 shares; 2024Q1: 411,849 shares; 2024Q2: 430,856 shares; 2024Q3: 488,706 shares; 2024Q4: 505,032 shares 505,032 $25.4M 0.77% +16,326 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX 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: 91,966 shares; 2024Q2: 104,223 shares; 2024Q3: 107,593 shares; 2024Q4: 98,623 shares 98,623 $25.1M 0.76% -8,970 Timeline CRH CRH PLC More: the full row for CRH PLC 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: 267,237 shares; 2024Q4: 270,768 shares 270,768 $25.1M 0.76% +3,531 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 95,447 shares; 2023Q2: 95,103 shares; 2023Q3: 95,823 shares; 2023Q4: 95,302 shares; 2024Q1: 94,250 shares; 2024Q2: 93,770 shares; 2024Q3: 51,699 shares; 2024Q4: 48,996 shares 48,996 $23.2M 0.7% -2,703 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: 33,675 shares; 2023Q2: 33,391 shares; 2023Q3: 32,971 shares; 2023Q4: 32,874 shares; 2024Q1: 32,197 shares; 2024Q2: 31,454 shares; 2024Q3: 30,439 shares; 2024Q4: 39,132 shares 39,132 $22.9M 0.69% +8,693 Timeline VGIT 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: 93,073 shares; 2023Q2: 98,628 shares; 2023Q3: 113,589 shares; 2023Q4: 116,744 shares; 2024Q1: 128,504 shares; 2024Q2: 341,010 shares; 2024Q3: 389,427 shares; 2024Q4: 395,290 shares 395,290 $22.9M 0.69% +5,863 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR 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: 61,625 shares; 2024Q4: 65,924 shares 65,924 $22.2M 0.67% +4,299 Timeline VIGI 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: 306,057 shares; 2023Q2: 320,746 shares; 2023Q3: 324,980 shares; 2023Q4: 324,620 shares; 2024Q1: 328,915 shares; 2024Q2: 275,728 shares; 2024Q3: 274,996 shares; 2024Q4: 276,929 shares 276,929 $22.2M 0.67% +1,933 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 39,978 shares; 2023Q2: 41,333 shares; 2023Q3: 41,022 shares; 2023Q4: 41,622 shares; 2024Q1: 41,955 shares; 2024Q2: 42,339 shares; 2024Q3: 42,227 shares; 2024Q4: 42,465 shares 42,465 $22.1M 0.67% +238 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 170,189 shares; 2023Q2: 165,018 shares; 2023Q3: 160,359 shares; 2023Q4: 154,232 shares; 2024Q1: 157,521 shares; 2024Q2: 147,479 shares; 2024Q3: 145,614 shares; 2024Q4: 118,546 shares 118,546 $21.7M 0.66% -27,068 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 78,267 shares; 2023Q2: 58,167 shares; 2023Q3: 58,417 shares; 2023Q4: 48,840 shares; 2024Q1: 44,840 shares; 2024Q2: 43,729 shares; 2024Q3: 43,728 shares; 2024Q4: 36,160 shares 36,160 $20.9M 0.63% -7,568 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 26,280 shares; 2023Q2: 27,191 shares; 2023Q3: 28,007 shares; 2023Q4: 28,079 shares; 2024Q1: 29,518 shares; 2024Q2: 30,258 shares; 2024Q3: 54,100 shares; 2024Q4: 51,568 shares 51,568 $20.8M 0.63% -2,532 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: 57,670 shares; 2023Q2: 56,478 shares; 2023Q3: 55,313 shares; 2023Q4: 50,234 shares; 2024Q1: 49,418 shares; 2024Q2: 49,273 shares; 2024Q3: 48,440 shares; 2024Q4: 49,103 shares 49,103 $19.1M 0.58% +663 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: 68,700 shares; 2023Q2: 72,716 shares; 2023Q3: 71,411 shares; 2023Q4: 74,324 shares; 2024Q1: 74,993 shares; 2024Q2: 76,996 shares; 2024Q3: 77,695 shares; 2024Q4: 78,707 shares 78,707 $18.9M 0.57% +1,012 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 65,808 shares; 2023Q2: 64,741 shares; 2023Q3: 65,931 shares; 2023Q4: 65,324 shares; 2024Q1: 63,474 shares; 2024Q2: 58,297 shares; 2024Q3: 62,110 shares; 2024Q4: 58,391 shares 58,391 $18.8M 0.57% -3,719 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 375,244 shares; 2024Q1: 391,056 shares; 2024Q2: 393,734 shares; 2024Q3: 392,623 shares; 2024Q4: 401,169 shares 401,169 $18.6M 0.56% +8,546 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,137 shares; 2023Q2: 4,137 shares; 2023Q3: 4,244 shares; 2023Q4: 4,237 shares; 2024Q1: 29,904 shares; 2024Q2: 30,544 shares; 2024Q3: 30,264 shares; 2024Q4: 30,933 shares 30,933 $18.6M 0.56% +669 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: 9,785 shares; 2023Q2: 9,802 shares; 2023Q3: 9,692 shares; 2023Q4: 9,840 shares; 2024Q1: 9,740 shares; 2024Q2: 9,549 shares; 2024Q3: 76,615 shares; 2024Q4: 78,476 shares 78,476 $18.2M 0.55% +1,861 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: 359,319 shares; 2023Q2: 364,150 shares; 2023Q3: 370,383 shares; 2023Q4: 362,731 shares; 2024Q1: 370,016 shares; 2024Q2: 371,370 shares; 2024Q3: 363,710 shares; 2024Q4: 366,668 shares 366,668 $17.9M 0.54% +2,958 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: 27,824 shares; 2023Q2: 27,668 shares; 2023Q3: 27,668 shares; 2023Q4: 27,920 shares; 2024Q1: 28,829 shares; 2024Q2: 30,435 shares; 2024Q3: 30,637 shares; 2024Q4: 61,872 shares 61,872 $17.9M 0.54% +31,235 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 529,159 shares; 2023Q2: 606,551 shares; 2023Q3: 644,287 shares; 2023Q4: 599,164 shares; 2024Q1: 617,582 shares; 2024Q2: 496,595 shares; 2024Q3: 494,667 shares; 2024Q4: 503,037 shares 503,037 $16.8M 0.51% +8,370 Timeline LB LANDBRIDGE COMPANY LLC More: the full row for LANDBRIDGE COMPANY LLC 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: 236,475 shares 236,475 $15.3M 0.46% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 118,909 shares; 2023Q2: 126,688 shares; 2023Q3: 123,229 shares; 2023Q4: 122,036 shares; 2024Q1: 121,711 shares; 2024Q2: 120,939 shares; 2024Q3: 123,109 shares; 2024Q4: 123,508 shares 123,508 $14.2M 0.43% +399 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 50,128 shares; 2023Q2: 133,486 shares; 2023Q3: 133,801 shares; 2023Q4: 134,503 shares; 2024Q1: 134,799 shares; 2024Q2: 134,238 shares; 2024Q3: 133,465 shares; 2024Q4: 132,126 shares 132,126 $13.8M 0.42% -1,339 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: 33,275 shares; 2023Q2: 33,462 shares; 2023Q3: 33,074 shares; 2023Q4: 28,797 shares; 2024Q1: 28,369 shares; 2024Q2: 28,236 shares; 2024Q3: 27,716 shares; 2024Q4: 27,747 shares 27,747 $12.6M 0.38% +31 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: 18,373 shares; 2023Q2: 18,373 shares; 2023Q3: 18,339 shares; 2023Q4: 18,440 shares; 2024Q1: 18,337 shares; 2024Q2: 18,233 shares; 2024Q3: 17,120 shares; 2024Q4: 24,446 shares 24,446 $12.5M 0.38% +7,326 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: 79,705 shares; 2023Q2: 80,863 shares; 2023Q3: 81,070 shares; 2023Q4: 80,803 shares; 2024Q1: 84,447 shares; 2024Q2: 91,968 shares; 2024Q3: 109,717 shares; 2024Q4: 149,693 shares 149,693 $12.3M 0.37% +39,976 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 59,468 shares; 2023Q2: 59,622 shares; 2023Q3: 61,153 shares; 2023Q4: 60,645 shares; 2024Q1: 62,236 shares; 2024Q2: 60,663 shares; 2024Q3: 57,023 shares; 2024Q4: 56,428 shares 56,428 $11.8M 0.36% -595 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: 19,271 shares; 2023Q2: 18,973 shares; 2023Q3: 18,887 shares; 2023Q4: 19,504 shares; 2024Q1: 19,375 shares; 2024Q2: 19,520 shares; 2024Q3: 19,209 shares; 2024Q4: 19,496 shares 19,496 $11.4M 0.35% +287 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 19,533 shares; 2023Q2: 21,280 shares; 2023Q3: 22,058 shares; 2023Q4: 22,345 shares; 2024Q1: 22,803 shares; 2024Q2: 23,225 shares; 2024Q3: 23,043 shares; 2024Q4: 23,246 shares 23,246 $11.3M 0.34% +203 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: 111,245 shares; 2023Q2: 108,565 shares; 2023Q3: 77,630 shares; 2023Q4: 79,172 shares; 2024Q1: 78,465 shares; 2024Q2: 78,401 shares; 2024Q3: 75,291 shares; 2024Q4: 75,280 shares 75,280 $10.9M 0.33% -11 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 19,177 shares; 2023Q2: 20,199 shares; 2023Q3: 19,639 shares; 2023Q4: 20,230 shares; 2024Q1: 20,606 shares; 2024Q2: 20,509 shares; 2024Q3: 20,036 shares; 2024Q4: 19,879 shares 19,879 $10.3M 0.31% -157 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: 9,915 shares 9,915 $10.2M 0.31% new Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 16,730 shares; 2023Q2: 16,730 shares; 2023Q3: 16,305 shares; 2023Q4: 16,382 shares; 2024Q1: 16,382 shares; 2024Q2: 16,382 shares; 2024Q3: 16,180 shares; 2024Q4: 16,512 shares 16,512 $9.4M 0.28% +332 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: 73,652 shares; 2023Q2: 70,716 shares; 2023Q3: 66,760 shares; 2023Q4: 69,026 shares; 2024Q1: 67,161 shares; 2024Q2: 68,127 shares; 2024Q3: 54,597 shares; 2024Q4: 54,674 shares 54,674 $9.17M 0.28% +77 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: 47,956 shares; 2023Q2: 46,989 shares; 2023Q3: 45,423 shares; 2023Q4: 45,309 shares; 2024Q1: 45,210 shares; 2024Q2: 46,299 shares; 2024Q3: 46,543 shares; 2024Q4: 46,801 shares 46,801 $9.16M 0.28% +258 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,959 shares; 2024Q1: 6,567 shares; 2024Q2: 6,613 shares; 2024Q3: 6,586 shares; 2024Q4: 7,429 shares 7,429 $9.09M 0.27% +843 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: 37,371 shares; 2023Q2: 36,058 shares; 2023Q3: 36,630 shares; 2023Q4: 33,686 shares; 2024Q1: 32,094 shares; 2024Q2: 31,634 shares; 2024Q3: 30,934 shares; 2024Q4: 31,048 shares 31,048 $9.09M 0.27% +114 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: 86,512 shares; 2023Q2: 122,221 shares; 2023Q3: 146,497 shares; 2023Q4: 141,615 shares; 2024Q1: 149,728 shares; 2024Q2: 156,953 shares; 2024Q3: 158,477 shares; 2024Q4: 164,576 shares 164,576 $8.59M 0.26% +6,099 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: 76,814 shares; 2023Q2: 74,335 shares; 2023Q3: 73,889 shares; 2023Q4: 76,725 shares; 2024Q1: 76,545 shares; 2024Q2: 81,969 shares; 2024Q3: 77,667 shares; 2024Q4: 80,341 shares 80,341 $7.99M 0.24% +2,674 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: 20,633 shares; 2023Q2: 23,455 shares; 2023Q3: 22,431 shares; 2023Q4: 24,332 shares; 2024Q1: 23,152 shares; 2024Q2: 23,855 shares; 2024Q3: 23,866 shares; 2024Q4: 23,821 shares 23,821 $7.96M 0.24% -45 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: 31,429 shares; 2023Q2: 29,881 shares; 2023Q3: 29,131 shares; 2023Q4: 28,412 shares; 2024Q1: 28,199 shares; 2024Q2: 27,854 shares; 2024Q3: 25,802 shares; 2024Q4: 35,891 shares 35,891 $7.93M 0.24% +10,089 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: 21,409 shares; 2023Q2: 20,106 shares; 2023Q3: 19,450 shares; 2023Q4: 19,169 shares; 2024Q1: 18,348 shares; 2024Q2: 18,466 shares; 2024Q3: 18,429 shares; 2024Q4: 17,818 shares 17,818 $7.92M 0.24% -611 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: 16,939 shares; 2023Q2: 19,491 shares; 2023Q3: 18,198 shares; 2023Q4: 20,446 shares; 2024Q1: 19,151 shares; 2024Q2: 19,576 shares; 2024Q3: 20,447 shares; 2024Q4: 21,609 shares 21,609 $7.78M 0.24% +1,162 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 179,424 shares; 2023Q2: 180,908 shares; 2023Q3: 184,030 shares; 2023Q4: 184,655 shares; 2024Q1: 188,111 shares; 2024Q2: 189,588 shares; 2024Q3: 184,793 shares; 2024Q4: 41,663 shares 41,663 $7.25M 0.22% -143,130 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: 24,850 shares; 2023Q2: 27,140 shares; 2023Q3: 26,294 shares; 2023Q4: 27,098 shares; 2024Q1: 26,868 shares; 2024Q2: 26,742 shares; 2024Q3: 21,303 shares; 2024Q4: 39,565 shares 39,565 $7.2M 0.22% +18,262 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: 2,391 shares; 2023Q2: 5,300 shares; 2023Q3: 3,766 shares; 2023Q4: 5,255 shares; 2024Q1: 4,820 shares; 2024Q2: 50,976 shares; 2024Q3: 49,537 shares; 2024Q4: 51,682 shares 51,682 $6.94M 0.21% +2,145 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: 121,829 shares; 2023Q2: 125,771 shares; 2023Q3: 117,822 shares; 2023Q4: 105,355 shares; 2024Q1: 100,567 shares; 2024Q2: 101,788 shares; 2024Q3: 95,396 shares; 2024Q4: 95,819 shares 95,819 $6.87M 0.21% +423 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: 67,105 shares; 2023Q2: 65,456 shares; 2023Q3: 65,627 shares; 2023Q4: 65,358 shares; 2024Q1: 63,628 shares; 2024Q2: 65,092 shares; 2024Q3: 65,623 shares; 2024Q4: 60,177 shares 60,177 $6.81M 0.21% -5,446 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: 49,327 shares; 2023Q2: 51,703 shares; 2023Q3: 52,475 shares; 2023Q4: 61,383 shares; 2024Q1: 60,452 shares; 2024Q2: 63,455 shares; 2024Q3: 51,650 shares; 2024Q4: 61,987 shares 61,987 $6.67M 0.2% +10,337 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: 183,034 shares; 2023Q2: 180,064 shares; 2023Q3: 178,549 shares; 2023Q4: 171,343 shares; 2024Q1: 168,611 shares; 2024Q2: 163,541 shares; 2024Q3: 154,047 shares; 2024Q4: 134,762 shares 134,762 $6.44M 0.19% -19,285 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: 20,470 shares; 2023Q2: 19,047 shares; 2023Q3: 18,955 shares; 2023Q4: 18,405 shares; 2024Q1: 17,224 shares; 2024Q2: 16,505 shares; 2024Q3: 15,631 shares; 2024Q4: 15,228 shares 15,228 $6.12M 0.18% -403 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: 44,633 shares; 2023Q2: 42,165 shares; 2023Q3: 42,091 shares; 2023Q4: 40,369 shares; 2024Q1: 38,845 shares; 2024Q2: 39,063 shares; 2024Q3: 39,242 shares; 2024Q4: 39,394 shares 39,394 $5.99M 0.18% +152 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: 25,887 shares; 2023Q2: 25,212 shares; 2023Q3: 24,955 shares; 2023Q4: 30,881 shares; 2024Q1: 30,861 shares; 2024Q2: 30,324 shares; 2024Q3: 31,608 shares; 2024Q4: 32,997 shares 32,997 $5.86M 0.18% +1,389 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 8,950 shares; 2023Q2: 8,910 shares; 2023Q3: 9,013 shares; 2023Q4: 9,005 shares; 2024Q1: 9,010 shares; 2024Q2: 9,187 shares; 2024Q3: 8,994 shares; 2024Q4: 8,977 shares 8,977 $5.64M 0.17% -17 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: 70,391 shares; 2023Q2: 70,044 shares; 2023Q3: 69,329 shares; 2023Q4: 77,361 shares; 2024Q1: 75,121 shares; 2024Q2: 75,061 shares; 2024Q3: 74,504 shares; 2024Q4: 73,323 shares 73,323 $5.54M 0.17% -1,181 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: 41,384 shares; 2023Q2: 43,532 shares; 2023Q3: 43,576 shares; 2023Q4: 41,929 shares; 2024Q1: 44,958 shares; 2024Q2: 43,293 shares; 2024Q3: 40,669 shares; 2024Q4: 38,119 shares 38,119 $5.52M 0.17% -2,550 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 39,965 shares; 2023Q2: 38,995 shares; 2023Q3: 37,190 shares; 2023Q4: 37,015 shares; 2024Q1: 36,665 shares; 2024Q2: 36,166 shares; 2024Q3: 37,566 shares; 2024Q4: 35,966 shares 35,966 $5.44M 0.16% -1,600 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: 48,194 shares; 2023Q2: 45,140 shares; 2023Q3: 44,982 shares; 2023Q4: 43,934 shares; 2024Q1: 42,917 shares; 2024Q2: 43,049 shares; 2024Q3: 41,748 shares; 2024Q4: 44,010 shares 44,010 $5.09M 0.15% +2,262 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: 4,346 shares; 2023Q2: 4,358 shares; 2023Q3: 4,365 shares; 2023Q4: 4,358 shares; 2024Q1: 4,358 shares; 2024Q2: 4,611 shares; 2024Q3: 4,773 shares; 2024Q4: 4,777 shares 4,777 $5.06M 0.15% +4 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: 66,563 shares; 2023Q2: 64,185 shares; 2023Q3: 64,825 shares; 2023Q4: 59,121 shares; 2024Q1: 58,800 shares; 2024Q2: 58,143 shares; 2024Q3: 58,142 shares; 2024Q4: 173,627 shares 173,627 $4.74M 0.14% +115,485 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: 99,441 shares; 2023Q2: 99,884 shares; 2023Q3: 99,053 shares; 2023Q4: 95,317 shares; 2024Q1: 95,317 shares; 2024Q2: 93,794 shares; 2024Q3: 94,742 shares; 2024Q4: 94,542 shares 94,542 $4.68M 0.14% -200 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 65,359 shares; 2023Q2: 63,424 shares; 2023Q3: 61,433 shares; 2023Q4: 59,161 shares; 2024Q1: 57,938 shares; 2024Q2: 56,745 shares; 2024Q3: 43,184 shares; 2024Q4: 35,553 shares 35,553 $4.52M 0.14% -7,631 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: 17,282 shares; 2023Q2: 17,280 shares; 2023Q3: 17,116 shares; 2023Q4: 8,523 shares; 2024Q1: 8,302 shares; 2024Q2: 8,249 shares; 2024Q3: 8,336 shares; 2024Q4: 8,660 shares 8,660 $4.38M 0.13% +324 Timeline LMBS 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: 58,757 shares; 2024Q1: 68,272 shares; 2024Q2: 79,280 shares; 2024Q3: 82,912 shares; 2024Q4: 86,876 shares 86,876 $4.23M 0.13% +3,964 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 18,705 shares; 2023Q2: 18,340 shares; 2023Q3: 18,103 shares; 2023Q4: 17,918 shares; 2024Q1: 17,693 shares; 2024Q2: 17,680 shares; 2024Q3: 18,014 shares; 2024Q4: 18,004 shares 18,004 $4.22M 0.13% -10 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 240,797 shares; 2023Q4: 231,047 shares; 2024Q1: 222,348 shares; 2024Q2: 216,577 shares; 2024Q3: 201,363 shares; 2024Q4: 196,906 shares 196,906 $4.2M 0.13% -4,457 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 8,248 shares; 2023Q2: 8,322 shares; 2023Q3: 8,380 shares; 2023Q4: 9,316 shares; 2024Q1: 9,485 shares; 2024Q2: 9,641 shares; 2024Q3: 9,507 shares; 2024Q4: 10,010 shares 10,010 $4.19M 0.13% +503 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: 5,994 shares; 2023Q2: 5,353 shares; 2023Q3: 5,318 shares; 2023Q4: 5,066 shares; 2024Q1: 5,044 shares; 2024Q2: 5,007 shares; 2024Q3: 5,020 shares; 2024Q4: 5,320 shares 5,320 $4.11M 0.12% +300 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: 48,940 shares; 2023Q2: 47,551 shares; 2023Q3: 43,951 shares; 2023Q4: 43,795 shares; 2024Q1: 47,797 shares; 2024Q2: 46,655 shares; 2024Q3: 44,421 shares; 2024Q4: 43,526 shares 43,526 $4.02M 0.12% -895 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: 68,238 shares; 2023Q2: 61,785 shares; 2023Q3: 61,909 shares; 2023Q4: 66,983 shares; 2024Q1: 66,069 shares; 2024Q2: 64,919 shares; 2024Q3: 65,261 shares; 2024Q4: 67,514 shares 67,514 $4M 0.12% +2,253 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: 7,265 shares; 2023Q2: 7,321 shares; 2023Q3: 7,317 shares; 2023Q4: 7,217 shares; 2024Q1: 7,217 shares; 2024Q2: 7,500 shares; 2024Q3: 7,543 shares; 2024Q4: 7,933 shares 7,933 $3.95M 0.12% +390 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 55,184 shares; 2023Q2: 65,442 shares; 2023Q3: 79,093 shares; 2023Q4: 91,911 shares; 2024Q1: 99,377 shares; 2024Q2: 106,726 shares; 2024Q3: 114,526 shares; 2024Q4: 115,163 shares 115,163 $3.94M 0.12% +637 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: 25,098 shares; 2023Q2: 24,951 shares; 2023Q3: 23,887 shares; 2023Q4: 22,420 shares; 2024Q1: 22,420 shares; 2024Q2: 22,407 shares; 2024Q3: 22,682 shares; 2024Q4: 22,674 shares 22,674 $3.91M 0.12% -8 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 13,703 shares; 2023Q2: 13,703 shares; 2023Q3: 13,727 shares; 2023Q4: 13,691 shares; 2024Q1: 13,691 shares; 2024Q2: 14,106 shares; 2024Q3: 14,077 shares; 2024Q4: 13,997 shares 13,997 $3.86M 0.12% -80 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 104,861 shares; 2023Q2: 100,384 shares; 2023Q3: 96,633 shares; 2023Q4: 90,434 shares; 2024Q1: 88,403 shares; 2024Q2: 86,410 shares; 2024Q3: 87,864 shares; 2024Q4: 80,637 shares 80,637 $3.55M 0.11% -7,227 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 26,600 shares; 2023Q2: 39,200 shares; 2023Q3: 39,200 shares; 2023Q4: 44,200 shares; 2024Q1: 52,200 shares; 2024Q2: 69,500 shares; 2024Q3: 72,000 shares; 2024Q4: 81,500 shares 81,500 $3.48M 0.11% +9,500 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 49,046 shares; 2023Q2: 46,592 shares; 2023Q3: 46,356 shares; 2023Q4: 45,445 shares; 2024Q1: 7,304 shares; 2024Q2: 3,737 shares; 2024Q3: 3,386 shares; 2024Q4: 3,526 shares 3,526 $3.32M 0.1% +140 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 55,608 shares; 2023Q2: 60,226 shares; 2023Q3: 60,226 shares; 2023Q4: 68,945 shares; 2024Q1: 75,445 shares; 2024Q2: 83,455 shares; 2024Q3: 83,980 shares; 2024Q4: 85,485 shares 85,485 $3.18M 0.1% +1,505 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: 158,555 shares; 2023Q2: 160,898 shares; 2023Q3: 144,738 shares; 2023Q4: 153,064 shares; 2024Q1: 143,808 shares; 2024Q2: 141,268 shares; 2024Q3: 66,006 shares; 2024Q4: 68,548 shares 68,548 $3.01M 0.09% +2,542 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: 12,901 shares; 2023Q2: 12,153 shares; 2023Q3: 12,245 shares; 2023Q4: 11,236 shares; 2024Q1: 11,180 shares; 2024Q2: 11,282 shares; 2024Q3: 10,279 shares; 2024Q4: 10,326 shares 10,326 $2.99M 0.09% +47 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: 7,192 shares; 2023Q2: 8,133 shares; 2023Q3: 8,091 shares; 2023Q4: 9,684 shares; 2024Q1: 25,847 shares; 2024Q2: 28,233 shares; 2024Q3: 29,274 shares; 2024Q4: 30,519 shares 30,519 $2.76M 0.08% +1,245 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: 42,677 shares; 2023Q2: 42,709 shares; 2023Q3: 42,692 shares; 2023Q4: 42,586 shares; 2024Q1: 42,089 shares; 2024Q2: 43,853 shares; 2024Q3: 45,515 shares; 2024Q4: 45,640 shares 45,640 $2.73M 0.08% +125 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: 15,041 shares; 2023Q2: 22,105 shares; 2023Q3: 19,629 shares; 2023Q4: 23,061 shares; 2024Q1: 22,439 shares; 2024Q2: 22,424 shares; 2024Q3: 21,796 shares; 2024Q4: 22,464 shares 22,464 $2.71M 0.08% +668 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: 11,822 shares; 2023Q2: 10,865 shares; 2023Q3: 10,567 shares; 2023Q4: 10,492 shares; 2024Q1: 10,094 shares; 2024Q2: 9,937 shares; 2024Q3: 10,795 shares; 2024Q4: 10,670 shares 10,670 $2.71M 0.08% -125 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: 34,351 shares; 2023Q2: 35,051 shares; 2023Q3: 34,327 shares; 2023Q4: 44,671 shares; 2024Q1: 41,023 shares; 2024Q2: 42,641 shares; 2024Q3: 40,552 shares; 2024Q4: 43,447 shares 43,447 $2.71M 0.08% +2,895 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 49,609 shares; 2023Q2: 49,178 shares; 2023Q3: 49,243 shares; 2023Q4: 49,054 shares; 2024Q1: 48,553 shares; 2024Q2: 49,324 shares; 2024Q3: 49,111 shares; 2024Q4: 49,361 shares 49,361 $2.69M 0.08% +250 IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 9,444 shares; 2023Q2: 7,212 shares; 2023Q3: 7,212 shares; 2023Q4: 6,937 shares; 2024Q1: 6,922 shares; 2024Q2: 9,169 shares; 2024Q3: 8,959 shares; 2024Q4: 7,964 shares 7,964 $2.66M 0.08% -995 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: 26,262 shares; 2023Q2: 21,517 shares; 2023Q3: 21,967 shares; 2023Q4: 21,885 shares; 2024Q1: 21,525 shares; 2024Q2: 21,482 shares; 2024Q3: 21,469 shares; 2024Q4: 21,150 shares 21,150 $2.62M 0.08% -319 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: 19,718 shares; 2023Q2: 18,802 shares; 2023Q3: 17,857 shares; 2023Q4: 20,484 shares; 2024Q1: 20,609 shares; 2024Q2: 20,567 shares; 2024Q3: 13,471 shares; 2024Q4: 11,392 shares 11,392 $2.6M 0.08% -2,079 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 19,395 shares; 2023Q2: 18,935 shares; 2023Q3: 18,320 shares; 2023Q4: 18,677 shares; 2024Q1: 20,411 shares; 2024Q2: 21,161 shares; 2024Q3: 20,554 shares; 2024Q4: 20,947 shares 20,947 $2.55M 0.08% +393 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 187,321 shares; 2023Q2: 179,386 shares; 2023Q3: 53,977 shares; 2023Q4: 37,944 shares; 2024Q1: 40,482 shares; 2024Q2: 36,972 shares; 2024Q3: 34,299 shares; 2024Q4: 27,784 shares 27,784 $2.52M 0.08% -6,515 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: 60,588 shares; 2023Q2: 59,658 shares; 2023Q3: 57,696 shares; 2023Q4: 50,955 shares; 2024Q1: 38,249 shares; 2024Q2: 36,668 shares; 2024Q3: 33,793 shares; 2024Q4: 34,830 shares 34,830 $2.5M 0.08% +1,037 Timeline DGRS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 45,628 shares; 2023Q2: 46,010 shares; 2023Q3: 45,988 shares; 2023Q4: 42,645 shares; 2024Q1: 44,460 shares; 2024Q2: 45,670 shares; 2024Q3: 48,477 shares; 2024Q4: 48,860 shares 48,860 $2.5M 0.08% +383 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: 13,719 shares; 2023Q2: 14,219 shares; 2023Q3: 13,730 shares; 2023Q4: 14,012 shares; 2024Q1: 14,198 shares; 2024Q2: 14,263 shares; 2024Q3: 14,313 shares; 2024Q4: 15,010 shares 15,010 $2.5M 0.08% +697 Timeline IQSU NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 63,573 shares; 2023Q2: 62,528 shares; 2023Q3: 67,473 shares; 2023Q4: 56,541 shares; 2024Q1: 56,491 shares; 2024Q2: 52,597 shares; 2024Q3: 52,415 shares; 2024Q4: 51,230 shares 51,230 $2.48M 0.07% -1,185 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: 51,111 shares; 2023Q2: 56,681 shares; 2023Q3: 54,231 shares; 2023Q4: 59,428 shares; 2024Q1: 59,428 shares; 2024Q2: 79,128 shares; 2024Q3: 90,998 shares; 2024Q4: 92,998 shares 92,998 $2.45M 0.07% +2,000 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 23,552 shares; 2023Q2: 23,552 shares; 2023Q3: 22,702 shares; 2023Q4: 22,602 shares; 2024Q1: 22,496 shares; 2024Q2: 22,250 shares; 2024Q3: 19,180 shares; 2024Q4: 18,715 shares 18,715 $2.42M 0.07% -465 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 63,596 shares; 2023Q2: 55,969 shares; 2023Q3: 50,800 shares; 2023Q4: 33,451 shares; 2024Q1: 31,997 shares; 2024Q2: 31,502 shares; 2024Q3: 31,440 shares; 2024Q4: 30,374 shares 30,374 $2.37M 0.07% -1,066 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: 10,489 shares; 2023Q2: 9,675 shares; 2023Q3: 9,976 shares; 2023Q4: 6,865 shares; 2024Q1: 6,737 shares; 2024Q2: 6,651 shares; 2024Q3: 6,569 shares; 2024Q4: 6,720 shares 6,720 $2.36M 0.07% +151 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 21,408 shares; 2023Q2: 21,285 shares; 2023Q3: 20,908 shares; 2023Q4: 21,222 shares; 2024Q1: 21,222 shares; 2024Q2: 21,544 shares; 2024Q3: 23,552 shares; 2024Q4: 23,727 shares 23,727 $2.2M 0.07% +175 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 50,000 shares; 2023Q2: 50,000 shares; 2023Q3: 40,000 shares; 2023Q4: 40,000 shares; 2024Q1: 40,000 shares; 2024Q2: 40,000 shares; 2024Q3: 40,000 shares; 2024Q4: 30,000 shares 30,000 $2.19M 0.07% -10,000 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: not reported; 2023Q2: not reported; 2023Q3: 2,250 shares; 2023Q4: 13,250 shares; 2024Q1: 13,750 shares; 2024Q2: 14,350 shares; 2024Q3: 6,350 shares; 2024Q4: 24,864 shares 24,864 $2.13M 0.06% +18,514 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 36,194 shares; 2023Q2: 35,372 shares; 2023Q3: 35,023 shares; 2023Q4: 34,947 shares; 2024Q1: 35,096 shares; 2024Q2: 35,084 shares; 2024Q3: 35,294 shares; 2024Q4: 36,467 shares 36,467 $2.09M 0.06% +1,173 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 25,700 shares; 2023Q2: 25,700 shares; 2023Q3: 25,700 shares; 2023Q4: 25,700 shares; 2024Q1: 25,700 shares; 2024Q2: 25,700 shares; 2024Q3: 25,700 shares; 2024Q4: 25,700 shares 25,700 $2.08M 0.06% 0 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3 shares; 2023Q2: 3 shares; 2023Q3: 3 shares; 2023Q4: 3 shares; 2024Q1: 3 shares; 2024Q2: 3 shares; 2024Q3: 3 shares; 2024Q4: 3 shares 3 $2.04M 0.06% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 10,899 shares; 2023Q2: 9,627 shares; 2023Q3: 9,268 shares; 2023Q4: 8,798 shares; 2024Q1: 8,748 shares; 2024Q2: 8,546 shares; 2024Q3: 8,423 shares; 2024Q4: 7,735 shares 7,735 $2.02M 0.06% -688 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: 18,911 shares; 2023Q2: 17,230 shares; 2023Q3: 17,521 shares; 2023Q4: 12,269 shares; 2024Q1: 12,569 shares; 2024Q2: 13,000 shares; 2024Q3: 13,079 shares; 2024Q4: 13,096 shares 13,096 $2.01M 0.06% +17 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: 3,924 shares; 2023Q2: 5,206 shares; 2023Q3: 4,887 shares; 2023Q4: 4,823 shares; 2024Q1: 4,817 shares; 2024Q2: 5,231 shares; 2024Q3: 4,892 shares; 2024Q4: 4,835 shares 4,835 $1.98M 0.06% -57 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,771 shares; 2023Q2: 3,813 shares; 2023Q3: 3,888 shares; 2023Q4: 3,867 shares; 2024Q1: 3,867 shares; 2024Q2: 3,857 shares; 2024Q3: 3,832 shares; 2024Q4: 3,705 shares 3,705 $1.93M 0.06% -127 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 11,858 shares; 2023Q2: 13,581 shares; 2023Q3: 15,348 shares; 2023Q4: 14,225 shares; 2024Q1: 33,785 shares; 2024Q2: 35,110 shares; 2024Q3: 34,473 shares; 2024Q4: 35,181 shares 35,181 $1.89M 0.06% +708 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: 6,065 shares; 2023Q2: 4,957 shares; 2023Q3: 4,940 shares; 2023Q4: 4,958 shares; 2024Q1: 5,508 shares; 2024Q2: 5,747 shares; 2024Q3: 4,905 shares; 2024Q4: 5,680 shares 5,680 $1.88M 0.06% +775 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: 19,242 shares; 2023Q2: 17,230 shares; 2023Q3: 14,584 shares; 2023Q4: 9,544 shares; 2024Q1: 9,295 shares; 2024Q2: 9,237 shares; 2024Q3: 9,172 shares; 2024Q4: 9,172 shares 9,172 $1.85M 0.06% 0 Timeline BARRICK GOLD CORP BARRICK GOLD CORP More: the full row for BARRICK GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 78,500 shares; 2023Q2: 85,000 shares; 2023Q3: 85,000 shares; 2023Q4: 96,000 shares; 2024Q1: 97,000 shares; 2024Q2: 106,000 shares; 2024Q3: 107,000 shares; 2024Q4: 116,800 shares 116,800 $1.81M 0.05% +9,800 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: 9,643 shares; 2023Q2: 9,639 shares; 2023Q3: 9,413 shares; 2023Q4: 9,377 shares; 2024Q1: 9,377 shares; 2024Q2: 9,377 shares; 2024Q3: 9,313 shares; 2024Q4: 9,313 shares 9,313 $1.8M 0.05% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 31,102 shares; 2023Q2: 27,867 shares; 2023Q3: 26,388 shares; 2023Q4: 21,982 shares; 2024Q1: 21,887 shares; 2024Q2: 20,819 shares; 2024Q3: 18,889 shares; 2024Q4: 18,879 shares 18,879 $1.72M 0.05% -10 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: 25,117 shares; 2023Q2: 23,717 shares; 2023Q3: 23,756 shares; 2023Q4: 24,057 shares; 2024Q1: 23,562 shares; 2024Q2: 22,407 shares; 2024Q3: 18,723 shares; 2024Q4: 18,706 shares 18,706 $1.71M 0.05% -17 Timeline SPSB 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: 170,872 shares; 2023Q2: 144,395 shares; 2023Q3: 118,809 shares; 2023Q4: 65,877 shares; 2024Q1: 62,274 shares; 2024Q2: 59,108 shares; 2024Q3: 62,085 shares; 2024Q4: 56,983 shares 56,983 $1.7M 0.05% -5,102 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: 11,735 shares; 2023Q3: 11,735 shares; 2023Q4: 11,735 shares; 2024Q1: 11,735 shares; 2024Q2: 11,735 shares; 2024Q3: 11,735 shares; 2024Q4: 11,737 shares 11,737 $1.69M 0.05% +2 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: 7,120 shares; 2023Q2: 6,820 shares; 2023Q3: 6,520 shares; 2023Q4: 6,520 shares; 2024Q1: 5,790 shares; 2024Q2: 5,790 shares; 2024Q3: 5,790 shares; 2024Q4: 31,625 shares 31,625 $1.68M 0.05% +25,835 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: 2,128 shares; 2023Q2: 2,000 shares; 2023Q3: 1,990 shares; 2023Q4: 1,990 shares; 2024Q1: 1,865 shares; 2024Q2: 1,871 shares; 2024Q3: 1,891 shares; 2024Q4: 1,843 shares 1,843 $1.64M 0.05% -48 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: 5,680 shares; 2023Q2: 7,772 shares; 2023Q3: 7,883 shares; 2023Q4: 7,565 shares; 2024Q1: 7,965 shares; 2024Q2: 7,914 shares; 2024Q3: 7,876 shares; 2024Q4: 7,876 shares 7,876 $1.59M 0.05% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 6,392 shares; 2023Q2: 5,541 shares; 2023Q3: 5,414 shares; 2023Q4: 6,989 shares; 2024Q1: 6,829 shares; 2024Q2: 6,850 shares; 2024Q3: 6,579 shares; 2024Q4: 6,947 shares 6,947 $1.57M 0.05% +368 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: 5,041 shares; 2023Q2: 5,689 shares; 2023Q3: 5,782 shares; 2023Q4: 6,405 shares; 2024Q1: 6,419 shares; 2024Q2: 6,248 shares; 2024Q3: 6,235 shares; 2024Q4: 7,035 shares 7,035 $1.55M 0.05% +800 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 6,736 shares; 2023Q2: 6,796 shares; 2023Q3: 6,331 shares; 2023Q4: 6,314 shares; 2024Q1: 6,258 shares; 2024Q2: 6,590 shares; 2024Q3: 6,869 shares; 2024Q4: 6,875 shares 6,875 $1.54M 0.05% +6 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: 4,759 shares; 2023Q2: 5,920 shares; 2023Q3: 5,920 shares; 2023Q4: 5,895 shares; 2024Q1: 6,162 shares; 2024Q2: 6,521 shares; 2024Q3: 5,871 shares; 2024Q4: 6,283 shares 6,283 $1.52M 0.05% +412 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 6,400 shares; 2023Q2: 6,470 shares; 2023Q3: 6,483 shares; 2023Q4: 6,444 shares; 2024Q1: 6,444 shares; 2024Q2: 7,317 shares; 2024Q3: 7,644 shares; 2024Q4: 7,694 shares 7,694 $1.51M 0.05% +50 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: 3,514 shares; 2023Q3: not reported; 2023Q4: 2,859 shares; 2024Q1: 2,859 shares; 2024Q2: 13,552 shares; 2024Q3: 13,194 shares; 2024Q4: 21,080 shares 21,080 $1.48M 0.04% +7,886 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: 3,114 shares; 2023Q2: 5,769 shares; 2023Q3: 5,947 shares; 2023Q4: 7,402 shares; 2024Q1: 6,052 shares; 2024Q2: 6,068 shares; 2024Q3: 5,791 shares; 2024Q4: 5,985 shares 5,985 $1.48M 0.04% +194 Timeline SPLV 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: 20,823 shares; 2023Q2: 20,823 shares; 2023Q3: 20,698 shares; 2023Q4: 20,698 shares; 2024Q1: 20,698 shares; 2024Q2: 20,698 shares; 2024Q3: 20,698 shares; 2024Q4: 20,698 shares 20,698 $1.45M 0.04% 0 Timeline FNDX 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: 20,121 shares; 2023Q2: 20,121 shares; 2023Q3: 20,121 shares; 2023Q4: 20,121 shares; 2024Q1: 20,146 shares; 2024Q2: 20,121 shares; 2024Q3: 20,348 shares; 2024Q4: 60,363 shares 60,363 $1.43M 0.04% +40,015 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 152,288 shares; 2023Q2: 152,230 shares; 2023Q3: 154,545 shares; 2023Q4: 165,410 shares; 2024Q1: 32,282 shares; 2024Q2: 17,252 shares; 2024Q3: 13,807 shares; 2024Q4: 12,826 shares 12,826 $1.43M 0.04% -981 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 22,640 shares; 2023Q2: 21,324 shares; 2023Q3: 43,220 shares; 2023Q4: 42,770 shares; 2024Q1: 43,445 shares; 2024Q2: 43,482 shares; 2024Q3: 17,307 shares; 2024Q4: 16,411 shares 16,411 $1.41M 0.04% -896 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 21,060 shares; 2023Q2: 20,029 shares; 2023Q3: 19,489 shares; 2023Q4: 19,646 shares; 2024Q1: 15,956 shares; 2024Q2: 15,946 shares; 2024Q3: 15,946 shares; 2024Q4: 15,866 shares 15,866 $1.4M 0.04% -80 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 22,600 shares; 2023Q2: 20,585 shares; 2023Q3: 20,785 shares; 2023Q4: 20,785 shares; 2024Q1: 21,085 shares; 2024Q2: 21,085 shares; 2024Q3: 21,085 shares; 2024Q4: 24,285 shares 24,285 $1.36M 0.04% +3,200 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 8,510 shares; 2023Q2: 8,510 shares; 2023Q3: 8,160 shares; 2023Q4: 7,835 shares; 2024Q1: 7,885 shares; 2024Q2: 7,650 shares; 2024Q3: 7,965 shares; 2024Q4: 7,658 shares 7,658 $1.34M 0.04% -307 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,359 shares; 2023Q2: 8,579 shares; 2023Q3: 8,605 shares; 2023Q4: 8,688 shares; 2024Q1: 8,994 shares; 2024Q2: 9,044 shares; 2024Q3: 9,056 shares; 2024Q4: 9,006 shares 9,006 $1.34M 0.04% -50 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: 14,052 shares; 2023Q2: 13,852 shares; 2023Q3: 13,852 shares; 2023Q4: 14,077 shares; 2024Q1: 13,552 shares; 2024Q2: 13,252 shares; 2024Q3: 13,102 shares; 2024Q4: 13,102 shares 13,102 $1.33M 0.04% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 20,223 shares; 2023Q2: 20,223 shares; 2023Q3: 20,134 shares; 2023Q4: 32,648 shares; 2024Q1: 32,648 shares; 2024Q2: 33,867 shares; 2024Q3: 30,989 shares; 2024Q4: 30,614 shares 30,614 $1.28M 0.04% -375 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 295 shares; 2023Q3: 275 shares; 2023Q4: 408 shares; 2024Q1: 253 shares; 2024Q2: 252 shares; 2024Q3: 252 shares; 2024Q4: 252 shares 252 $1.25M 0.04% 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: 27,603 shares; 2023Q2: 27,098 shares; 2023Q3: 23,843 shares; 2023Q4: 21,980 shares; 2024Q1: 17,980 shares; 2024Q2: 18,149 shares; 2024Q3: 17,828 shares; 2024Q4: 16,530 shares 16,530 $1.25M 0.04% -1,298 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: 4,310 shares; 2023Q2: 4,130 shares; 2023Q3: 3,959 shares; 2023Q4: 3,953 shares; 2024Q1: 4,233 shares; 2024Q2: 4,028 shares; 2024Q3: 3,973 shares; 2024Q4: 4,007 shares 4,007 $1.19M 0.04% +34 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 11,723 shares; 2023Q2: 11,810 shares; 2023Q3: 11,299 shares; 2023Q4: 10,121 shares; 2024Q1: 9,762 shares; 2024Q2: 9,762 shares; 2024Q3: 9,155 shares; 2024Q4: 9,155 shares 9,155 $1.18M 0.04% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 16,606 shares; 2024Q1: 14,379 shares; 2024Q2: 13,492 shares; 2024Q3: 12,740 shares; 2024Q4: 11,546 shares 11,546 $1.18M 0.04% -1,194 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: 26,058 shares; 2023Q2: 25,612 shares; 2023Q3: 25,823 shares; 2023Q4: 25,612 shares; 2024Q1: 25,612 shares; 2024Q2: 25,612 shares; 2024Q3: 25,612 shares; 2024Q4: 36,346 shares 36,346 $1.17M 0.04% +10,734 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: 3,819 shares; 2023Q3: 3,877 shares; 2023Q4: 5,159 shares; 2024Q1: 4,809 shares; 2024Q2: 4,794 shares; 2024Q3: 4,794 shares; 2024Q4: 4,800 shares 4,800 $1.16M 0.03% +6 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: 15,900 shares; 2023Q2: 15,900 shares; 2023Q3: 15,900 shares; 2023Q4: 15,900 shares; 2024Q1: 14,000 shares; 2024Q2: 14,000 shares; 2024Q3: 14,000 shares; 2024Q4: 14,004 shares 14,004 $1.16M 0.03% +4 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: 2,735 shares; 2023Q2: 2,705 shares; 2023Q3: 2,725 shares; 2023Q4: 2,725 shares; 2024Q1: 2,725 shares; 2024Q2: 2,696 shares; 2024Q3: 2,676 shares; 2024Q4: 2,719 shares 2,719 $1.1M 0.03% +43 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 16,696 shares; 2023Q2: 17,345 shares; 2023Q3: 17,455 shares; 2023Q4: 17,418 shares; 2024Q1: 18,344 shares; 2024Q2: 18,709 shares; 2024Q3: 19,536 shares; 2024Q4: 18,793 shares 18,793 $1.08M 0.03% -743 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: 2,681 shares; 2023Q2: 3,537 shares; 2023Q3: 2,652 shares; 2023Q4: 3,467 shares; 2024Q1: 2,652 shares; 2024Q2: 2,598 shares; 2024Q3: 2,509 shares; 2024Q4: 2,513 shares 2,513 $1.06M 0.03% +4 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 13,899 shares; 2023Q2: 13,874 shares; 2023Q3: 13,874 shares; 2023Q4: 13,874 shares; 2024Q1: 13,874 shares; 2024Q2: 13,954 shares; 2024Q3: 13,954 shares; 2024Q4: 13,954 shares 13,954 $1.03M 0.03% 0 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: 5,606 shares; 2023Q2: 5,472 shares; 2023Q3: 5,486 shares; 2023Q4: 5,515 shares; 2024Q1: 5,048 shares; 2024Q2: 4,947 shares; 2024Q3: 4,888 shares; 2024Q4: 8,203 shares 8,203 $1.03M 0.03% +3,315 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 9,850 shares; 2023Q2: 9,250 shares; 2023Q3: 10,375 shares; 2023Q4: 10,312 shares; 2024Q1: 8,437 shares; 2024Q2: 7,735 shares; 2024Q3: 9,927 shares; 2024Q4: 13,427 shares 13,427 $1.03M 0.03% +3,500 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: 5,112 shares; 2023Q2: 5,054 shares; 2023Q3: 4,997 shares; 2023Q4: 4,948 shares; 2024Q1: 4,948 shares; 2024Q2: 4,849 shares; 2024Q3: 4,865 shares; 2024Q4: 5,390 shares 5,390 $1.01M 0.03% +525 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,487 shares; 2023Q2: 2,487 shares; 2023Q3: 2,707 shares; 2023Q4: 2,707 shares; 2024Q1: 2,507 shares; 2024Q2: 2,549 shares; 2024Q3: 2,549 shares; 2024Q4: 2,391 shares 2,391 $989K 0.03% -158 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: 4,490 shares; 2023Q2: 4,966 shares; 2023Q3: 4,924 shares; 2023Q4: 4,924 shares; 2024Q1: 4,924 shares; 2024Q2: 4,981 shares; 2024Q3: 4,580 shares; 2024Q4: 4,580 shares 4,580 $973K 0.03% 0 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,662 shares; 2023Q2: 3,664 shares; 2023Q3: 3,654 shares; 2023Q4: 3,654 shares; 2024Q1: 3,654 shares; 2024Q2: 3,657 shares; 2024Q3: 3,657 shares; 2024Q4: 3,657 shares 3,657 $955K 0.03% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,608 shares; 2023Q2: 3,738 shares; 2023Q3: 3,668 shares; 2023Q4: 3,433 shares; 2024Q1: 3,441 shares; 2024Q2: 3,984 shares; 2024Q3: 3,939 shares; 2024Q4: 3,939 shares 3,939 $946K 0.03% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,052 shares; 2023Q2: 1,825 shares; 2023Q3: 1,745 shares; 2023Q4: 1,745 shares; 2024Q1: 1,721 shares; 2024Q2: 1,632 shares; 2024Q3: 1,618 shares; 2024Q4: 1,761 shares 1,761 $938K 0.03% +143 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 2,244 shares; 2023Q4: 2,244 shares; 2024Q1: 2,244 shares; 2024Q2: 2,244 shares; 2024Q3: 2,244 shares; 2024Q4: 2,244 shares 2,244 $904K 0.03% 0 Timeline OIH VANECK ETF TRUST More: the full row for VANECK 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: 3,275 shares 3,275 $888K 0.03% new 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: 3,476 shares; 2023Q2: 3,018 shares; 2023Q3: 3,326 shares; 2023Q4: 3,318 shares; 2024Q1: 3,682 shares; 2024Q2: 3,682 shares; 2024Q3: 3,682 shares; 2024Q4: 4,324 shares 4,324 $888K 0.03% +642 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,545 shares; 2023Q2: 8,123 shares; 2023Q3: 8,465 shares; 2023Q4: 9,308 shares; 2024Q1: 8,533 shares; 2024Q2: 9,248 shares; 2024Q3: 8,045 shares; 2024Q4: 9,072 shares 9,072 $883K 0.03% +1,027 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: 3,176 shares; 2023Q2: 3,176 shares; 2023Q3: 4,060 shares; 2023Q4: 4,060 shares; 2024Q1: 3,734 shares; 2024Q2: 3,734 shares; 2024Q3: 3,224 shares; 2024Q4: 3,624 shares 3,624 $851K 0.03% +400 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: 2,899 shares; 2023Q2: 2,899 shares; 2023Q3: 3,659 shares; 2023Q4: 10,097 shares; 2024Q1: 10,822 shares; 2024Q2: 10,843 shares; 2024Q3: 10,415 shares; 2024Q4: 10,315 shares 10,315 $849K 0.03% -100 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 41,188 shares; 2023Q2: 39,338 shares; 2023Q3: 40,106 shares; 2023Q4: 32,595 shares; 2024Q1: 33,675 shares; 2024Q2: 28,269 shares; 2024Q3: 31,585 shares; 2024Q4: 33,475 shares 33,475 $827K 0.02% +1,890 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 8,430 shares; 2023Q2: 7,255 shares; 2023Q3: 7,255 shares; 2023Q4: 7,180 shares; 2024Q1: 6,905 shares; 2024Q2: 6,905 shares; 2024Q3: 6,905 shares; 2024Q4: 6,705 shares 6,705 $825K 0.02% -200 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 14,424 shares; 2023Q2: 14,424 shares; 2023Q3: 14,424 shares; 2023Q4: 14,424 shares; 2024Q1: 14,424 shares; 2024Q2: 14,424 shares; 2024Q3: 14,424 shares; 2024Q4: 14,427 shares 14,427 $811K 0.02% +3 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,752 shares; 2023Q2: 2,710 shares; 2023Q3: 2,653 shares; 2023Q4: 2,533 shares; 2024Q1: 2,466 shares; 2024Q2: 2,973 shares; 2024Q3: 2,910 shares; 2024Q4: 2,913 shares 2,913 $804K 0.02% +3 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: 3,822 shares; 2023Q2: 5,621 shares; 2023Q3: 4,980 shares; 2023Q4: 4,474 shares; 2024Q1: 4,388 shares; 2024Q2: 4,867 shares; 2024Q3: 5,117 shares; 2024Q4: 4,744 shares 4,744 $803K 0.02% -373 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 879 shares; 2023Q2: 2,742 shares; 2023Q3: 2,042 shares; 2023Q4: 3,371 shares; 2024Q1: 2,806 shares; 2024Q2: 2,790 shares; 2024Q3: 2,790 shares; 2024Q4: 2,754 shares 2,754 $787K 0.02% -36 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: 8,775 shares; 2023Q2: 8,775 shares; 2023Q3: 8,775 shares; 2023Q4: 8,775 shares; 2024Q1: 8,779 shares; 2024Q2: 8,576 shares; 2024Q3: 8,576 shares; 2024Q4: 8,576 shares 8,576 $784K 0.02% 0 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: 4,337 shares; 2023Q2: 4,337 shares; 2023Q3: 4,351 shares; 2023Q4: 4,894 shares; 2024Q1: 4,780 shares; 2024Q2: 4,793 shares; 2024Q3: 4,793 shares; 2024Q4: 4,794 shares 4,794 $780K 0.02% +1 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: 6,425 shares; 2023Q2: 6,261 shares; 2023Q3: 6,232 shares; 2023Q4: 6,282 shares; 2024Q1: 5,624 shares; 2024Q2: 5,574 shares; 2024Q3: 5,654 shares; 2024Q4: 6,404 shares 6,404 $774K 0.02% +750 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 241,408 shares; 2023Q2: 179,222 shares; 2023Q3: 141,667 shares; 2023Q4: 72,555 shares; 2024Q1: 54,865 shares; 2024Q2: 40,584 shares; 2024Q3: 32,040 shares; 2024Q4: 24,971 shares 24,971 $761K 0.02% -7,069 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,940 shares; 2024Q1: 5,863 shares; 2024Q2: 5,940 shares; 2024Q3: 5,826 shares; 2024Q4: 5,978 shares 5,978 $754K 0.02% +152 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 1,760 shares; 2023Q3: 1,760 shares; 2023Q4: 1,760 shares; 2024Q1: 1,760 shares; 2024Q2: 1,760 shares; 2024Q3: 1,760 shares; 2024Q4: 1,760 shares 1,760 $737K 0.02% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 1,437 shares; 2023Q3: 1,522 shares; 2023Q4: 2,822 shares; 2024Q1: 2,742 shares; 2024Q2: 2,798 shares; 2024Q3: 2,798 shares; 2024Q4: 2,798 shares 2,798 $737K 0.02% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 110,611 shares; 2023Q2: 110,202 shares; 2023Q3: 111,195 shares; 2023Q4: 107,987 shares; 2024Q1: 6,152 shares; 2024Q2: 5,825 shares; 2024Q3: 3,610 shares; 2024Q4: 3,241 shares 3,241 $735K 0.02% -369 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: 1,567 shares; 2023Q2: 1,560 shares; 2023Q3: 1,560 shares; 2023Q4: 1,646 shares; 2024Q1: 1,707 shares; 2024Q2: 1,644 shares; 2024Q3: 1,882 shares; 2024Q4: 1,332 shares 1,332 $717K 0.02% -550 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,742 shares; 2023Q2: 2,766 shares; 2023Q3: 2,289 shares; 2023Q4: 1,951 shares; 2024Q1: 1,951 shares; 2024Q2: 2,001 shares; 2024Q3: 2,116 shares; 2024Q4: 2,555 shares 2,555 $706K 0.02% +439 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: 5,281 shares; 2023Q2: 5,168 shares; 2023Q3: 5,422 shares; 2023Q4: 6,047 shares; 2024Q1: 6,797 shares; 2024Q2: 6,797 shares; 2024Q3: 6,797 shares; 2024Q4: 6,799 shares 6,799 $703K 0.02% +2 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 19,756 shares; 2023Q2: 26,527 shares; 2023Q3: 16,508 shares; 2023Q4: 21,757 shares; 2024Q1: 19,519 shares; 2024Q2: 19,581 shares; 2024Q3: 18,351 shares; 2024Q4: 18,733 shares 18,733 $703K 0.02% +382 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: 22,488 shares; 2023Q2: 22,189 shares; 2023Q3: 18,386 shares; 2023Q4: 18,073 shares; 2024Q1: 17,652 shares; 2024Q2: 7,130 shares; 2024Q3: 6,193 shares; 2024Q4: 6,287 shares 6,287 $700K 0.02% +94 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 6,469 shares; 2023Q2: 4,695 shares; 2023Q3: 4,657 shares; 2023Q4: 5,446 shares; 2024Q1: 5,284 shares; 2024Q2: 4,691 shares; 2024Q3: 3,702 shares; 2024Q4: 3,616 shares 3,616 $640K 0.02% -86 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,091 shares; 2023Q2: 2,265 shares; 2023Q3: 2,091 shares; 2023Q4: 2,091 shares; 2024Q1: 2,091 shares; 2024Q2: 2,206 shares; 2024Q3: 2,448 shares; 2024Q4: 2,408 shares 2,408 $636K 0.02% -40 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: 7,243 shares; 2023Q2: 6,567 shares; 2023Q3: 5,761 shares; 2023Q4: 5,761 shares; 2024Q1: 5,890 shares; 2024Q2: 5,895 shares; 2024Q3: 5,295 shares; 2024Q4: 4,795 shares 4,795 $628K 0.02% -500 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 9,445 shares; 2023Q2: 9,198 shares; 2023Q3: 9,399 shares; 2023Q4: 10,121 shares; 2024Q1: 9,289 shares; 2024Q2: 9,058 shares; 2024Q3: 9,208 shares; 2024Q4: 9,061 shares 9,061 $619K 0.02% -147 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,281 shares; 2023Q2: 2,740 shares; 2023Q3: 2,742 shares; 2023Q4: 2,292 shares; 2024Q1: 2,292 shares; 2024Q2: 2,292 shares; 2024Q3: 2,292 shares; 2024Q4: 2,292 shares 2,292 $618K 0.02% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 7,030 shares; 2023Q2: 6,725 shares; 2023Q3: 6,750 shares; 2023Q4: 6,779 shares; 2024Q1: 7,302 shares; 2024Q2: 7,302 shares; 2024Q3: 7,345 shares; 2024Q4: 27,223 shares 27,223 $618K 0.02% +19,878 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 7,319 shares; 2023Q2: 7,405 shares; 2023Q3: 7,409 shares; 2023Q4: 7,336 shares; 2024Q1: 7,436 shares; 2024Q2: 7,350 shares; 2024Q3: 8,120 shares; 2024Q4: 8,050 shares 8,050 $614K 0.02% -70 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: 1,852 shares; 2023Q2: 1,708 shares; 2023Q3: 1,772 shares; 2023Q4: 1,768 shares; 2024Q1: 1,768 shares; 2024Q2: 1,572 shares; 2024Q3: 1,570 shares; 2024Q4: 1,573 shares 1,573 $571K 0.02% +3 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: 4,335 shares; 2023Q2: 4,288 shares; 2023Q3: 4,288 shares; 2023Q4: 4,764 shares; 2024Q1: 2,364 shares; 2024Q2: 2,377 shares; 2024Q3: 2,166 shares; 2024Q4: 4,619 shares 4,619 $556K 0.02% +2,453 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,996 shares; 2023Q2: 1,272 shares; 2023Q3: 1,318 shares; 2023Q4: 1,318 shares; 2024Q1: 1,421 shares; 2024Q2: 1,398 shares; 2024Q3: 1,398 shares; 2024Q4: 1,858 shares 1,858 $549K 0.02% +460 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: 14,208 shares; 2023Q2: 15,527 shares; 2023Q3: 13,206 shares; 2023Q4: 12,785 shares; 2024Q1: 12,034 shares; 2024Q2: 9,309 shares; 2024Q3: 9,305 shares; 2024Q4: 9,505 shares 9,505 $538K 0.02% +200 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,602 shares; 2023Q2: 1,602 shares; 2023Q3: 1,602 shares; 2023Q4: 1,602 shares; 2024Q1: 1,602 shares; 2024Q2: 1,602 shares; 2024Q3: 1,602 shares; 2024Q4: 1,602 shares 1,602 $525K 0.02% 0 Timeline INDB INDEPENDENT BK CORP MASS More: the full row for INDEPENDENT BK CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 8,202 shares; 2023Q2: 8,202 shares; 2023Q3: 8,202 shares; 2023Q4: 8,202 shares; 2024Q1: 8,027 shares; 2024Q2: 8,027 shares; 2024Q3: 3,487 shares; 2024Q4: 7,934 shares 7,934 $509K 0.02% +4,447 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 6,507 shares; 2023Q4: 6,507 shares; 2024Q1: 5,002 shares; 2024Q2: 5,009 shares; 2024Q3: 5,009 shares; 2024Q4: 5,009 shares 5,009 $503K 0.02% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,367 shares; 2024Q3: 2,367 shares; 2024Q4: 2,624 shares 2,624 $499K 0.02% +257 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 14,342 shares; 2024Q3: 14,342 shares; 2024Q4: 14,342 shares 14,342 $496K 0.01% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 7,076 shares; 2023Q2: 5,584 shares; 2023Q3: 5,556 shares; 2023Q4: 5,539 shares; 2024Q1: 4,654 shares; 2024Q2: 3,989 shares; 2024Q3: 3,441 shares; 2024Q4: 3,841 shares 3,841 $496K 0.01% +400 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: 527 shares; 2023Q3: 561 shares; 2023Q4: 586 shares; 2024Q1: 586 shares; 2024Q2: 561 shares; 2024Q3: not reported; 2024Q4: 778 shares 778 $495K 0.01% new 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: 4,827 shares; 2023Q2: 5,087 shares; 2023Q3: 4,887 shares; 2023Q4: 5,543 shares; 2024Q1: 4,982 shares; 2024Q2: 4,982 shares; 2024Q3: 4,981 shares; 2024Q4: 4,981 shares 4,981 $482K 0.01% 0 Timeline IQSI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 19,078 shares; 2023Q2: 21,343 shares; 2023Q3: 22,416 shares; 2023Q4: 21,007 shares; 2024Q1: 20,987 shares; 2024Q2: 19,912 shares; 2024Q3: 17,417 shares; 2024Q4: 16,717 shares 16,717 $477K 0.01% -700 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: 2,221 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,668 shares; 2024Q2: not reported; 2024Q3: 1,668 shares; 2024Q4: 3,397 shares 3,397 $476K 0.01% +1,729 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,606 shares; 2023Q2: 3,606 shares; 2023Q3: 3,606 shares; 2023Q4: 3,606 shares; 2024Q1: 3,496 shares; 2024Q2: 3,496 shares; 2024Q3: 3,496 shares; 2024Q4: 3,496 shares 3,496 $473K 0.01% 0 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 8,494 shares; 2023Q2: 8,494 shares; 2023Q3: 8,494 shares; 2023Q4: 8,494 shares; 2024Q1: 8,494 shares; 2024Q2: 8,494 shares; 2024Q3: 8,724 shares; 2024Q4: 8,494 shares 8,494 $465K 0.01% -230 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: 5,111 shares; 2023Q2: 3,771 shares; 2023Q3: 4,281 shares; 2023Q4: 4,364 shares; 2024Q1: 3,671 shares; 2024Q2: 4,308 shares; 2024Q3: 4,308 shares; 2024Q4: 4,308 shares 4,308 $464K 0.01% 0 Timeline SHE 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: 4,800 shares; 2023Q2: 4,870 shares; 2023Q3: 4,864 shares; 2023Q4: 4,661 shares; 2024Q1: 4,661 shares; 2024Q2: 4,426 shares; 2024Q3: 4,073 shares; 2024Q4: 4,008 shares 4,008 $464K 0.01% -65 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 658 shares; 2023Q2: 658 shares; 2023Q3: 658 shares; 2023Q4: 658 shares; 2024Q1: 618 shares; 2024Q2: 620 shares; 2024Q3: 2,481 shares; 2024Q4: 2,482 shares 2,482 $453K 0.01% +1 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 8,560 shares; 2024Q2: 8,460 shares; 2024Q3: 8,460 shares; 2024Q4: 8,460 shares 8,460 $450K 0.01% 0 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,473 shares; 2023Q2: 3,473 shares; 2023Q3: 3,425 shares; 2023Q4: 3,395 shares; 2024Q1: 3,387 shares; 2024Q2: 3,390 shares; 2024Q3: 3,350 shares; 2024Q4: 3,361 shares 3,361 $449K 0.01% +11 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 7,491 shares; 2023Q2: 7,491 shares; 2023Q3: 7,491 shares; 2023Q4: 7,491 shares; 2024Q1: 7,491 shares; 2024Q2: 7,491 shares; 2024Q3: 7,491 shares; 2024Q4: 7,491 shares 7,491 $445K 0.01% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,172 shares; 2023Q2: 3,213 shares; 2023Q3: 3,213 shares; 2023Q4: 3,213 shares; 2024Q1: 3,213 shares; 2024Q2: 3,442 shares; 2024Q3: 3,394 shares; 2024Q4: 4,469 shares 4,469 $443K 0.01% +1,075 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 6,072 shares; 2023Q2: 6,072 shares; 2023Q3: 6,072 shares; 2023Q4: 6,040 shares; 2024Q1: 6,040 shares; 2024Q2: 6,040 shares; 2024Q3: 6,040 shares; 2024Q4: 6,041 shares 6,041 $432K 0.01% +1 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 7,673 shares; 2023Q2: 8,728 shares; 2023Q3: 7,616 shares; 2023Q4: 7,238 shares; 2024Q1: 7,183 shares; 2024Q2: 6,708 shares; 2024Q3: 5,657 shares; 2024Q4: 5,657 shares 5,657 $424K 0.01% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,906 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,144 shares; 2024Q3: 2,144 shares; 2024Q4: 2,412 shares 2,412 $402K 0.01% +268 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 5,819 shares; 2023Q2: 5,365 shares; 2023Q3: 4,631 shares; 2023Q4: 5,086 shares; 2024Q1: 5,067 shares; 2024Q2: 4,968 shares; 2024Q3: 4,951 shares; 2024Q4: 4,121 shares 4,121 $399K 0.01% -830 Timeline EVX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,800 shares; 2023Q2: 2,945 shares; 2023Q3: 3,293 shares; 2023Q4: 2,998 shares; 2024Q1: 2,998 shares; 2024Q2: 2,837 shares; 2024Q3: 2,419 shares; 2024Q4: 2,304 shares 2,304 $395K 0.01% -115 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 760 shares; 2023Q2: 798 shares; 2023Q3: 798 shares; 2023Q4: 798 shares; 2024Q1: 756 shares; 2024Q2: 851 shares; 2024Q3: 851 shares; 2024Q4: 851 shares 851 $394K 0.01% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,899 shares; 2023Q2: 4,725 shares; 2023Q3: 4,638 shares; 2023Q4: 4,414 shares; 2024Q1: 4,414 shares; 2024Q2: 4,419 shares; 2024Q3: 6,114 shares; 2024Q4: 6,100 shares 6,100 $389K 0.01% -14 Timeline UAMY UNITED STATES ANTIMONY CORP More: the full row for UNITED STATES ANTIMONY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 107,659 shares; 2023Q2: not reported; 2023Q3: 107,659 shares; 2023Q4: 107,659 shares; 2024Q1: 107,659 shares; 2024Q2: 107,659 shares; 2024Q3: 107,659 shares; 2024Q4: 218,163 shares 218,163 $386K 0.01% +110,504 Timeline GLW CORNING INC More: the full row for CORNING 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: 8,116 shares 8,116 $386K 0.01% new 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,100 shares; 2024Q2: 475 shares; 2024Q3: 754 shares; 2024Q4: 619 shares 619 $385K 0.01% -135 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,169 shares; 2023Q2: 2,169 shares; 2023Q3: 1,969 shares; 2023Q4: 1,969 shares; 2024Q1: 1,969 shares; 2024Q2: 1,969 shares; 2024Q3: 1,969 shares; 2024Q4: 1,969 shares 1,969 $376K 0.01% 0 Timeline MANAGED PORTFOLIO SERIES MANAGED PORTFOLIO SERIES More: the full row for MANAGED PORTFOLIO SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 8,743 shares; 2023Q2: 8,925 shares; 2023Q3: 9,918 shares; 2023Q4: 9,183 shares; 2024Q1: 9,178 shares; 2024Q2: 8,683 shares; 2024Q3: 8,116 shares; 2024Q4: 7,986 shares 7,986 $375K 0.01% -130 PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 22,066 shares; 2023Q2: 20,266 shares; 2023Q3: 20,095 shares; 2023Q4: 18,434 shares; 2024Q1: 18,404 shares; 2024Q2: 4,735 shares; 2024Q3: 4,476 shares; 2024Q4: 4,376 shares 4,376 $373K 0.01% -100 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,472 shares; 2023Q2: 2,472 shares; 2023Q3: 2,172 shares; 2023Q4: 2,172 shares; 2024Q1: 2,172 shares; 2024Q2: 2,172 shares; 2024Q3: 2,172 shares; 2024Q4: 2,172 shares 2,172 $373K 0.01% 0 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: 3,930 shares; 2023Q2: 2,809 shares; 2023Q3: 2,809 shares; 2023Q4: 2,809 shares; 2024Q1: 2,809 shares; 2024Q2: 2,809 shares; 2024Q3: 2,809 shares; 2024Q4: 2,809 shares 2,809 $371K 0.01% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,552 shares; 2023Q2: 1,522 shares; 2023Q3: 1,723 shares; 2023Q4: 1,743 shares; 2024Q1: 1,693 shares; 2024Q2: 1,713 shares; 2024Q3: 1,713 shares; 2024Q4: 1,746 shares 1,746 $371K 0.01% +33 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL 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: 4,600 shares 4,600 $367K 0.01% new Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,933 shares; 2023Q2: 2,917 shares; 2023Q3: 2,917 shares; 2023Q4: 2,917 shares; 2024Q1: 2,560 shares; 2024Q2: 2,200 shares; 2024Q3: 2,350 shares; 2024Q4: 2,350 shares 2,350 $363K 0.01% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,878 shares; 2023Q2: 3,878 shares; 2023Q3: 3,878 shares; 2023Q4: 3,878 shares; 2024Q1: 3,899 shares; 2024Q2: 3,892 shares; 2024Q3: 3,892 shares; 2024Q4: 3,892 shares 3,892 $354K 0.01% 0 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 5,854 shares; 2023Q2: 5,854 shares; 2023Q3: 5,854 shares; 2023Q4: 5,854 shares; 2024Q1: 5,854 shares; 2024Q2: 6,704 shares; 2024Q3: 6,704 shares; 2024Q4: 6,704 shares 6,704 $350K 0.01% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 14,220 shares; 2023Q2: 11,982 shares; 2023Q3: 11,974 shares; 2023Q4: 11,328 shares; 2024Q1: 11,131 shares; 2024Q2: 11,131 shares; 2024Q3: 11,131 shares; 2024Q4: 3,750 shares 3,750 $347K 0.01% -7,381 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 5,265 shares; 2023Q4: 5,265 shares; 2024Q1: 4,487 shares; 2024Q2: 4,487 shares; 2024Q3: 4,487 shares; 2024Q4: 4,487 shares 4,487 $346K 0.01% 0 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 22,811 shares; 2024Q1: 22,811 shares; 2024Q2: 22,811 shares; 2024Q3: 22,811 shares; 2024Q4: 22,811 shares 22,811 $345K 0.01% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC 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: 2,363 shares 2,363 $338K 0.01% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,490 shares; 2024Q1: 3,490 shares; 2024Q2: 3,520 shares; 2024Q3: 3,520 shares; 2024Q4: 3,781 shares 3,781 $338K 0.01% +261 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS 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: 1,855 shares; 2024Q2: 1,855 shares; 2024Q3: 1,955 shares; 2024Q4: 1,855 shares 1,855 $328K 0.01% -100 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 8,723 shares; 2023Q2: 8,314 shares; 2023Q3: 8,374 shares; 2023Q4: 4,314 shares; 2024Q1: 4,314 shares; 2024Q2: 4,338 shares; 2024Q3: 4,314 shares; 2024Q4: 4,331 shares 4,331 $321K 0.01% +17 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,725 shares; 2023Q2: 1,725 shares; 2023Q3: 1,725 shares; 2023Q4: 1,725 shares; 2024Q1: 1,725 shares; 2024Q2: 1,725 shares; 2024Q3: 1,725 shares; 2024Q4: 1,725 shares 1,725 $317K 0.01% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,262 shares; 2023Q2: 2,662 shares; 2023Q3: 2,662 shares; 2023Q4: 2,662 shares; 2024Q1: 2,645 shares; 2024Q2: 2,645 shares; 2024Q3: 2,645 shares; 2024Q4: 2,645 shares 2,645 $309K 0.01% 0 Timeline SG SWEETGREEN INC More: the full row for SWEETGREEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 26,562 shares; 2023Q2: 26,562 shares; 2023Q3: 26,562 shares; 2023Q4: 25,062 shares; 2024Q1: 21,562 shares; 2024Q2: 21,568 shares; 2024Q3: 9,562 shares; 2024Q4: 9,568 shares 9,568 $307K 0.01% +6 Timeline BXP BXP INC More: the full row for BXP 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: 3,988 shares 3,988 $297K 0.01% new Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,844 shares; 2023Q2: 2,635 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,494 shares; 2024Q4: 2,502 shares 2,502 $294K 0.01% +8 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR 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: 2,267 shares 2,267 $292K 0.01% new Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 4,000 shares; 2023Q3: 4,000 shares; 2023Q4: 4,000 shares; 2024Q1: 4,000 shares; 2024Q2: 4,000 shares; 2024Q3: 4,000 shares; 2024Q4: 4,013 shares 4,013 $291K 0.01% +13 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 5,523 shares; 2023Q2: 5,872 shares; 2023Q3: 5,590 shares; 2023Q4: 7,785 shares; 2024Q1: 5,523 shares; 2024Q2: 5,523 shares; 2024Q3: 5,518 shares; 2024Q4: 5,518 shares 5,518 $290K 0.01% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,179 shares; 2023Q2: 3,851 shares; 2023Q3: 2,823 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,244 shares 3,244 $289K 0.01% new Timeline ANSYS INC ANSYS INC More: the full row for ANSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 951 shares; 2023Q2: 951 shares; 2023Q3: 951 shares; 2023Q4: 951 shares; 2024Q1: 951 shares; 2024Q2: 951 shares; 2024Q3: 856 shares; 2024Q4: 856 shares 856 $289K 0.01% 0 SUSC 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: 10,841 shares; 2024Q1: 13,296 shares; 2024Q2: 11,616 shares; 2024Q3: 11,697 shares; 2024Q4: 12,476 shares 12,476 $283K 0.01% +779 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,690 shares; 2023Q2: 2,668 shares; 2023Q3: 2,640 shares; 2023Q4: 2,640 shares; 2024Q1: 2,640 shares; 2024Q2: 2,640 shares; 2024Q3: 2,640 shares; 2024Q4: 13,260 shares 13,260 $281K 0.01% +10,620 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: 69,242 shares; 2023Q2: 54,756 shares; 2023Q3: 8,139 shares; 2023Q4: 7,892 shares; 2024Q1: 9,170 shares; 2024Q2: 8,238 shares; 2024Q3: 6,445 shares; 2024Q4: 6,975 shares 6,975 $279K 0.01% +530 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 10,624 shares; 2023Q3: 8,124 shares; 2023Q4: 8,124 shares; 2024Q1: 8,124 shares; 2024Q2: 8,124 shares; 2024Q3: 8,124 shares; 2024Q4: 8,182 shares 8,182 $277K 0.01% +58 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 9,510 shares; 2023Q2: 7,500 shares; 2023Q3: not reported; 2023Q4: 7,500 shares; 2024Q1: 7,500 shares; 2024Q2: 7,500 shares; 2024Q3: 7,500 shares; 2024Q4: 7,650 shares 7,650 $275K 0.01% +150 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES 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: 7,846 shares; 2024Q2: 7,859 shares; 2024Q3: 7,846 shares; 2024Q4: 7,846 shares 7,846 $275K 0.01% 0 Timeline SPHB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,085 shares 3,085 $273K 0.01% new Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 9,030 shares; 2023Q2: 8,945 shares; 2023Q3: 8,300 shares; 2023Q4: 7,800 shares; 2024Q1: 7,800 shares; 2024Q2: 6,970 shares; 2024Q3: 6,370 shares; 2024Q4: 5,000 shares 5,000 $272K 0.01% -1,370 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,753 shares; 2024Q2: 4,042 shares; 2024Q3: 4,028 shares; 2024Q4: 3,869 shares 3,869 $272K 0.01% -159 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: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 920 shares; 2024Q2: 1,137 shares; 2024Q3: 1,246 shares; 2024Q4: 1,256 shares 1,256 $271K 0.01% +10 Timeline QYLD 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: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 11,271 shares; 2024Q2: 11,487 shares; 2024Q3: 11,951 shares; 2024Q4: 14,413 shares 14,413 $263K 0.01% +2,462 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 816 shares; 2023Q3: 816 shares; 2023Q4: 816 shares; 2024Q1: 816 shares; 2024Q2: 817 shares; 2024Q3: 816 shares; 2024Q4: 916 shares 916 $258K 0.01% +100 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW 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: 3,352 shares 3,352 $254K 0.01% new Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 6,702 shares; 2023Q2: 6,582 shares; 2023Q3: 6,382 shares; 2023Q4: 6,382 shares; 2024Q1: 5,451 shares; 2024Q2: 5,451 shares; 2024Q3: 4,611 shares; 2024Q4: 4,476 shares 4,476 $254K 0.01% -135 STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,777 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,546 shares 2,546 $250K 0.01% new Timeline BNT BROOKFIELD WEALTH SOL LTD More: the full row for BROOKFIELD WEALTH SOL 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: 4,320 shares; 2024Q4: 4,320 shares 4,320 $248K 0.01% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,972 shares; 2023Q2: 3,054 shares; 2023Q3: 2,939 shares; 2023Q4: 2,968 shares; 2024Q1: 2,759 shares; 2024Q2: 2,759 shares; 2024Q3: 2,707 shares; 2024Q4: 2,572 shares 2,572 $242K 0.01% -135 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 6,892 shares; 2023Q2: 5,085 shares; 2023Q3: 5,165 shares; 2023Q4: 3,298 shares; 2024Q1: 3,174 shares; 2024Q2: 3,077 shares; 2024Q3: 3,076 shares; 2024Q4: 3,076 shares 3,076 $238K 0.01% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,690 shares 3,690 $234K 0.01% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 12,187 shares; 2023Q2: 13,336 shares; 2023Q3: 6,897 shares; 2023Q4: 6,690 shares; 2024Q1: 7,367 shares; 2024Q2: 6,786 shares; 2024Q3: 6,145 shares; 2024Q4: 5,034 shares 5,034 $226K 0.01% -1,111 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 56,413 shares; 2023Q2: 54,326 shares; 2023Q3: 53,794 shares; 2023Q4: 45,690 shares; 2024Q1: 48,018 shares; 2024Q2: 44,511 shares; 2024Q3: not reported; 2024Q4: 1,078 shares 1,078 $226K 0.01% new Timeline NTRA NATERA INC More: the full row for NATERA 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: 1,420 shares 1,420 $225K 0.01% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE 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: 5,290 shares 5,290 $224K 0.01% new Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT 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: 1,200 shares; 2024Q4: 1,200 shares 1,200 $224K 0.01% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 8,989 shares; 2023Q2: 7,039 shares; 2023Q3: 7,039 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,480 shares; 2024Q4: 4,590 shares 4,590 $222K 0.01% +110 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,846 shares; 2023Q2: 3,656 shares; 2023Q3: 3,606 shares; 2023Q4: 3,606 shares; 2024Q1: 3,606 shares; 2024Q2: 2,606 shares; 2024Q3: 2,221 shares; 2024Q4: 1,996 shares 1,996 $221K 0.01% -225 Timeline CNMD CONMED CORP More: the full row for CONMED CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,209 shares; 2023Q2: 3,197 shares; 2023Q3: 3,197 shares; 2023Q4: 3,197 shares; 2024Q1: 3,197 shares; 2024Q2: 3,197 shares; 2024Q3: 3,197 shares; 2024Q4: 3,197 shares 3,197 $219K 0.01% 0 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS 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: 1,621 shares 1,621 $218K 0.01% new Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER 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: 7,046 shares 7,046 $218K 0.01% new Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI 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: 195 shares 195 $216K 0.01% new Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC 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: 2,957 shares; 2024Q2: 2,957 shares; 2024Q3: 2,957 shares; 2024Q4: 2,957 shares 2,957 $213K 0.01% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,432 shares; 2024Q4: 3,433 shares 3,433 $213K 0.01% +1 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: 5,774 shares; 2024Q2: 5,374 shares; 2024Q3: 4,374 shares; 2024Q4: 3,974 shares 3,974 $212K 0.01% -400 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,057 shares; 2023Q2: 1,948 shares; 2023Q3: not reported; 2023Q4: 1,948 shares; 2024Q1: 1,948 shares; 2024Q2: 1,948 shares; 2024Q3: 1,948 shares; 2024Q4: 1,670 shares 1,670 $209K 0.01% -278 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,182 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 358 shares 358 $205K 0.01% new 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: not reported; 2023Q2: 10,364 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,273 shares 4,273 $204K 0.01% new Timeline VIPER ENERGY INC-CL A VIPER ENERGY INC-CL A More: the full row for VIPER ENERGY INC-CL A 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: 4,160 shares 4,160 $204K 0.01% new MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,102 shares; 2023Q2: 3,802 shares; 2023Q3: 3,902 shares; 2023Q4: 4,183 shares; 2024Q1: 4,183 shares; 2024Q2: 4,245 shares; 2024Q3: 4,215 shares; 2024Q4: 3,516 shares 3,516 $202K 0.01% -699 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES 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: 955 shares 955 $201K 0.01% new 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: 4,275 shares; 2024Q2: 4,297 shares; 2024Q3: 4,291 shares; 2024Q4: 5,272 shares 5,272 $201K 0.01% +981 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: 151,275 shares; 2023Q2: 151,238 shares; 2023Q3: 148,523 shares; 2023Q4: 148,687 shares; 2024Q1: 148,562 shares; 2024Q2: 148,553 shares; 2024Q3: 113,774 shares; 2024Q4: 13,774 shares 13,774 $171K 0.01% -100,000 Timeline ALDX ALDEYRA THERAPEUTICS INC More: the full row for ALDEYRA 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 28,248 shares 28,248 $141K <0.01% new Timeline ASPI ASP ISOTOPES INC More: the full row for ASP ISOTOPES 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: 11,000 shares 11,000 $49.8K <0.01% new Timeline STRIDE INC STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 14,000 shares; 2023Q2: not reported; 2023Q3: 14,000 shares; 2023Q4: 14,000 shares; 2024Q1: 14,000 shares; 2024Q2: 14,000 shares; 2024Q3: 14,000 shares; 2024Q4: 14,000 shares 14,000 $28.4K <0.01% 0 PACIRA BIOSCIENCES INC PACIRA BIOSCIENCES INC More: the full row for PACIRA BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 12,000 shares; 2023Q2: not reported; 2023Q3: 12,000 shares; 2023Q4: 12,000 shares; 2024Q1: 12,000 shares; 2024Q2: 12,000 shares; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares 12,000 $11.6K <0.01% 0