MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 384,522 shares; 2023Q2: 386,805 shares; 2023Q3: 386,340 shares; 2023Q4: 382,360 shares; 2024Q1: 378,187 shares 378,187 $159M 5.06% -4,173 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 358,187 shares; 2023Q2: 356,476 shares; 2023Q3: 353,743 shares; 2023Q4: 347,945 shares; 2024Q1: 349,534 shares 349,534 $151M 4.81% +1,589 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 764,316 shares; 2023Q2: 769,340 shares; 2023Q3: 759,069 shares; 2023Q4: 747,186 shares; 2024Q1: 742,518 shares 742,518 $127M 4.05% -4,668 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 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 1,998,400 $116M 3.68% +7,162 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 92,173 shares; 2023Q2: 91,387 shares; 2023Q3: 91,399 shares; 2023Q4: 90,373 shares; 2024Q1: 81,151 shares 81,151 $101M 3.23% -9,222 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 391,622 shares; 2023Q2: 391,976 shares; 2023Q3: 391,308 shares; 2023Q4: 385,618 shares; 2024Q1: 391,312 shares 391,312 $80.2M 2.55% +5,694 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 274,595 shares; 2023Q2: 273,035 shares; 2023Q3: 272,043 shares; 2023Q4: 268,188 shares; 2024Q1: 266,972 shares 266,972 $74.5M 2.37% -1,216 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 256,662 shares; 2023Q2: 255,430 shares; 2023Q3: 249,239 shares; 2023Q4: 242,853 shares; 2024Q1: 212,380 shares 212,380 $73.8M 2.35% -30,473 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 145,185 shares; 2023Q2: 145,590 shares; 2023Q3: 144,220 shares; 2023Q4: 141,446 shares; 2024Q1: 141,174 shares 141,174 $68M 2.16% -272 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 161,599 shares; 2023Q2: 162,076 shares; 2023Q3: 160,085 shares; 2023Q4: 157,476 shares; 2024Q1: 293,520 shares 293,520 $63.2M 2.01% +136,044 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 708,178 shares; 2023Q2: 700,574 shares; 2023Q3: 697,627 shares; 2023Q4: 676,106 shares; 2024Q1: 675,569 shares 675,569 $59.7M 1.9% -537 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 774,049 shares; 2023Q2: 750,243 shares; 2023Q3: 753,113 shares; 2023Q4: 756,699 shares; 2024Q1: 771,698 shares 771,698 $58.8M 1.87% +14,999 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 638,882 shares; 2023Q2: 639,429 shares; 2023Q3: 639,273 shares; 2023Q4: 631,055 shares; 2024Q1: 631,045 shares 631,045 $55.2M 1.76% -10 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 984,799 shares; 2023Q2: 979,775 shares; 2023Q3: 997,084 shares; 2023Q4: 972,507 shares; 2024Q1: 990,994 shares 990,994 $50.8M 1.62% +18,487 Timeline FERGUSON PLC FERGUSON PLC More: the full row for FERGUSON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 224,594 shares; 2023Q2: 222,542 shares; 2023Q3: 224,566 shares; 2023Q4: 223,278 shares; 2024Q1: 225,279 shares 225,279 $49.2M 1.57% +2,001 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 535,809 shares; 2023Q2: 532,848 shares; 2023Q3: 533,647 shares; 2023Q4: 531,747 shares; 2024Q1: 540,155 shares 540,155 $48.3M 1.54% +8,408 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 179,424 shares; 2023Q2: 180,908 shares; 2023Q3: 184,030 shares; 2023Q4: 184,655 shares; 2024Q1: 188,111 shares 188,111 $48.1M 1.53% +3,456 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 222,110 shares; 2023Q2: 216,253 shares; 2023Q3: 212,784 shares; 2023Q4: 205,265 shares; 2024Q1: 207,946 shares 207,946 $46.8M 1.49% +2,681 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 403,577 shares; 2023Q2: 402,635 shares; 2023Q3: 401,282 shares; 2023Q4: 387,013 shares; 2024Q1: 388,612 shares 388,612 $44.8M 1.43% +1,599 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 93,796 shares; 2023Q2: 93,053 shares; 2023Q3: 238,670 shares; 2023Q4: 231,543 shares; 2024Q1: 236,100 shares 236,100 $40.7M 1.29% +4,557 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 57,033 shares; 2023Q2: 58,962 shares; 2023Q3: 57,978 shares; 2023Q4: 58,742 shares; 2024Q1: 159,700 shares 159,700 $39.9M 1.27% +100,958 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 606,709 shares; 2023Q2: 594,389 shares; 2023Q3: 594,023 shares; 2023Q4: 592,027 shares; 2024Q1: 609,401 shares 609,401 $39.8M 1.27% +17,374 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 171,372 shares; 2023Q2: 170,367 shares; 2023Q3: 169,747 shares; 2023Q4: 162,176 shares; 2024Q1: 163,276 shares 163,276 $39.6M 1.26% +1,100 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 210,471 shares; 2023Q2: 210,683 shares; 2023Q3: 211,652 shares; 2023Q4: 206,024 shares; 2024Q1: 204,718 shares 204,718 $38.8M 1.23% -1,306 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 95,447 shares; 2023Q2: 95,103 shares; 2023Q3: 95,823 shares; 2023Q4: 95,302 shares; 2024Q1: 94,250 shares 94,250 $37M 1.18% -1,052 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 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 1,316,646 $36.5M 1.16% -9,140 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 201,226 shares; 2023Q2: 201,375 shares; 2023Q3: 198,413 shares; 2023Q4: 199,324 shares; 2024Q1: 196,612 shares 196,612 $35.5M 1.13% -2,712 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 76,250 shares; 2023Q2: 76,227 shares; 2023Q3: 78,252 shares; 2023Q4: 76,424 shares; 2024Q1: 76,796 shares 76,796 $34.9M 1.11% +372 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 81,046 shares; 2023Q3: 83,848 shares; 2023Q4: 85,071 shares; 2024Q1: 87,482 shares 87,482 $34.3M 1.09% +2,411 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 89,258 shares; 2023Q2: 88,082 shares; 2023Q3: 88,370 shares; 2023Q4: 86,294 shares; 2024Q1: 45,894 shares 45,894 $33.6M 1.07% -40,400 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 204,768 shares; 2023Q2: 204,208 shares; 2023Q3: 202,810 shares; 2023Q4: 202,539 shares; 2024Q1: 202,613 shares 202,613 $33.6M 1.07% +74 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 106,328 shares; 2023Q2: 105,593 shares; 2023Q3: 107,362 shares; 2023Q4: 106,025 shares; 2024Q1: 544,892 shares 544,892 $33.1M 1.05% +438,867 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 170,189 shares; 2023Q2: 165,018 shares; 2023Q3: 160,359 shares; 2023Q4: 154,232 shares; 2024Q1: 157,521 shares 157,521 $31.1M 0.99% +3,289 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 66,997 shares; 2023Q2: 66,209 shares; 2023Q3: 89,140 shares; 2023Q4: 87,860 shares; 2024Q1: 86,536 shares 86,536 $29.8M 0.95% -1,324 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 169,229 shares; 2023Q2: 170,978 shares; 2023Q3: 172,962 shares; 2023Q4: 176,142 shares; 2024Q1: 176,601 shares 176,601 $27.2M 0.87% +459 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 22,110 shares; 2023Q2: 22,728 shares; 2023Q3: 22,874 shares; 2023Q4: 23,310 shares; 2024Q1: 23,778 shares 23,778 $26.8M 0.85% +468 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 306,057 shares; 2023Q2: 320,746 shares; 2023Q3: 324,980 shares; 2023Q4: 324,620 shares; 2024Q1: 328,915 shares 328,915 $26.8M 0.85% +4,295 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 53,503 shares; 2023Q2: 51,349 shares; 2023Q3: 51,046 shares; 2023Q4: 48,517 shares; 2024Q1: 47,800 shares 47,800 $25.1M 0.8% -717 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 91,966 shares 91,966 $24.6M 0.78% new Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 156,040 shares; 2023Q2: 159,380 shares; 2023Q3: 157,054 shares; 2023Q4: 162,579 shares; 2024Q1: 160,160 shares 160,160 $24.4M 0.78% -2,419 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 90,700 shares; 2023Q2: 93,791 shares; 2023Q3: 94,869 shares; 2023Q4: 95,924 shares; 2024Q1: 97,128 shares 97,128 $24.3M 0.77% +1,204 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 97,867 shares; 2023Q2: 96,982 shares; 2023Q3: 777,128 shares; 2023Q4: 779,810 shares; 2024Q1: 784,972 shares 784,972 $24.1M 0.77% +5,162 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 39,978 shares; 2023Q2: 41,333 shares; 2023Q3: 41,022 shares; 2023Q4: 41,622 shares; 2024Q1: 41,955 shares 41,955 $23.5M 0.75% +333 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 529,159 shares; 2023Q2: 606,551 shares; 2023Q3: 644,287 shares; 2023Q4: 599,164 shares; 2024Q1: 617,582 shares 617,582 $21.2M 0.67% +18,418 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 382,985 shares; 2023Q2: 385,994 shares; 2023Q3: 400,089 shares; 2023Q4: 395,869 shares; 2024Q1: 411,849 shares 411,849 $20.9M 0.67% +15,980 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 142,330 shares; 2023Q2: 142,449 shares; 2023Q3: 140,469 shares; 2023Q4: 140,001 shares; 2024Q1: 137,902 shares 137,902 $20.8M 0.66% -2,099 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 374,867 shares 374,867 $20.8M 0.66% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 78,267 shares; 2023Q2: 58,167 shares; 2023Q3: 58,417 shares; 2023Q4: 48,840 shares; 2024Q1: 44,840 shares 44,840 $19.1M 0.61% -4,000 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 57,670 shares; 2023Q2: 56,478 shares; 2023Q3: 55,313 shares; 2023Q4: 50,234 shares; 2024Q1: 49,418 shares 49,418 $19M 0.6% -816 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 359,319 shares; 2023Q2: 364,150 shares; 2023Q3: 370,383 shares; 2023Q4: 362,731 shares; 2024Q1: 370,016 shares 370,016 $18.8M 0.6% +7,285 Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 25,818 shares; 2023Q2: 25,492 shares; 2023Q3: 24,926 shares; 2023Q4: 22,492 shares; 2024Q1: 22,486 shares 22,486 $18.7M 0.6% -6 IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 65,808 shares; 2023Q2: 64,741 shares; 2023Q3: 65,931 shares; 2023Q4: 65,324 shares; 2024Q1: 63,474 shares 63,474 $18.3M 0.58% -1,850 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 375,244 shares; 2024Q1: 391,056 shares 391,056 $18.1M 0.58% +15,812 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 104,252 shares; 2023Q2: 100,675 shares; 2023Q3: 100,455 shares; 2023Q4: 97,799 shares; 2024Q1: 98,454 shares 98,454 $17.2M 0.55% +655 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 59,468 shares; 2023Q2: 59,622 shares; 2023Q3: 61,153 shares; 2023Q4: 60,645 shares; 2024Q1: 62,236 shares 62,236 $17.1M 0.54% +1,591 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 33,675 shares; 2023Q2: 33,391 shares; 2023Q3: 32,971 shares; 2023Q4: 32,874 shares; 2024Q1: 32,197 shares 32,197 $16.8M 0.54% -677 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,137 shares; 2023Q2: 4,137 shares; 2023Q3: 4,244 shares; 2023Q4: 4,237 shares; 2024Q1: 29,904 shares 29,904 $16.8M 0.53% +25,667 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 68,700 shares; 2023Q2: 72,716 shares; 2023Q3: 71,411 shares; 2023Q4: 74,324 shares; 2024Q1: 74,993 shares 74,993 $15M 0.48% +669 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 50,128 shares; 2023Q2: 133,486 shares; 2023Q3: 133,801 shares; 2023Q4: 134,503 shares; 2024Q1: 134,799 shares 134,799 $14.1M 0.45% +296 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 118,909 shares; 2023Q2: 126,688 shares; 2023Q3: 123,229 shares; 2023Q4: 122,036 shares; 2024Q1: 121,711 shares 121,711 $13.5M 0.43% -325 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9,785 shares; 2023Q2: 9,802 shares; 2023Q3: 9,692 shares; 2023Q4: 9,840 shares; 2024Q1: 9,740 shares 9,740 $12.9M 0.41% -100 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 111,245 shares; 2023Q2: 108,565 shares; 2023Q3: 77,630 shares; 2023Q4: 79,172 shares; 2024Q1: 78,465 shares 78,465 $12.4M 0.4% -707 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 19,177 shares; 2023Q2: 20,199 shares; 2023Q3: 19,639 shares; 2023Q4: 20,230 shares; 2024Q1: 20,606 shares 20,606 $12M 0.38% +376 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 33,275 shares; 2023Q2: 33,462 shares; 2023Q3: 33,074 shares; 2023Q4: 28,797 shares; 2024Q1: 28,369 shares 28,369 $11.9M 0.38% -428 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 56,413 shares; 2023Q2: 54,326 shares; 2023Q3: 53,794 shares; 2023Q4: 45,690 shares; 2024Q1: 48,018 shares 48,018 $11.7M 0.37% +2,328 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 26,280 shares; 2023Q2: 27,191 shares; 2023Q3: 28,007 shares; 2023Q4: 28,079 shares; 2024Q1: 29,518 shares 29,518 $11.2M 0.36% +1,439 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 73,652 shares; 2023Q2: 70,716 shares; 2023Q3: 66,760 shares; 2023Q4: 69,026 shares; 2024Q1: 67,161 shares 67,161 $10.9M 0.35% -1,865 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 19,533 shares; 2023Q2: 21,280 shares; 2023Q3: 22,058 shares; 2023Q4: 22,345 shares; 2024Q1: 22,803 shares 22,803 $10.9M 0.35% +458 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 76,814 shares; 2023Q2: 74,335 shares; 2023Q3: 73,889 shares; 2023Q4: 76,725 shares; 2024Q1: 76,545 shares 76,545 $10.1M 0.32% -180 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 19,271 shares; 2023Q2: 18,973 shares; 2023Q3: 18,887 shares; 2023Q4: 19,504 shares; 2024Q1: 19,375 shares 19,375 $9.41M 0.3% -129 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 21,409 shares; 2023Q2: 20,106 shares; 2023Q3: 19,450 shares; 2023Q4: 19,169 shares; 2024Q1: 18,348 shares 18,348 $9.26M 0.29% -821 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 16,730 shares; 2023Q2: 16,730 shares; 2023Q3: 16,305 shares; 2023Q4: 16,382 shares; 2024Q1: 16,382 shares 16,382 $9.11M 0.29% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,959 shares; 2024Q1: 6,567 shares 6,567 $8.74M 0.28% +608 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 65,359 shares; 2023Q2: 63,424 shares; 2023Q3: 61,433 shares; 2023Q4: 59,161 shares; 2024Q1: 57,938 shares 57,938 $8.62M 0.27% -1,223 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 183,034 shares; 2023Q2: 180,064 shares; 2023Q3: 178,549 shares; 2023Q4: 171,343 shares; 2024Q1: 168,611 shares 168,611 $8.46M 0.27% -2,732 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 47,956 shares; 2023Q2: 46,989 shares; 2023Q3: 45,423 shares; 2023Q4: 45,309 shares; 2024Q1: 45,210 shares 45,210 $8.26M 0.26% -99 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 18,373 shares; 2023Q2: 18,373 shares; 2023Q3: 18,339 shares; 2023Q4: 18,440 shares; 2024Q1: 18,337 shares 18,337 $8.14M 0.26% -103 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 37,371 shares; 2023Q2: 36,058 shares; 2023Q3: 36,630 shares; 2023Q4: 33,686 shares; 2024Q1: 32,094 shares 32,094 $8.02M 0.26% -1,592 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 86,512 shares; 2023Q2: 122,221 shares; 2023Q3: 146,497 shares; 2023Q4: 141,615 shares; 2024Q1: 149,728 shares 149,728 $7.73M 0.25% +8,113 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 24,850 shares; 2023Q2: 27,140 shares; 2023Q3: 26,294 shares; 2023Q4: 27,098 shares; 2024Q1: 26,868 shares 26,868 $7.63M 0.24% -230 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 93,073 shares; 2023Q2: 98,628 shares; 2023Q3: 113,589 shares; 2023Q4: 116,744 shares; 2024Q1: 128,504 shares 128,504 $7.52M 0.24% +11,760 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 27,824 shares; 2023Q2: 27,668 shares; 2023Q3: 27,668 shares; 2023Q4: 27,920 shares; 2024Q1: 28,829 shares 28,829 $7.49M 0.24% +909 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 67,105 shares; 2023Q2: 65,456 shares; 2023Q3: 65,627 shares; 2023Q4: 65,358 shares; 2024Q1: 63,628 shares 63,628 $7.23M 0.23% -1,730 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 41,384 shares; 2023Q2: 43,532 shares; 2023Q3: 43,576 shares; 2023Q4: 41,929 shares; 2024Q1: 44,958 shares 44,958 $7.09M 0.23% +3,029 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 49,327 shares; 2023Q2: 51,703 shares; 2023Q3: 52,475 shares; 2023Q4: 61,383 shares; 2024Q1: 60,452 shares 60,452 $7.03M 0.22% -931 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 20,633 shares; 2023Q2: 23,455 shares; 2023Q3: 22,431 shares; 2023Q4: 24,332 shares; 2024Q1: 23,152 shares 23,152 $6.97M 0.22% -1,180 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 79,705 shares; 2023Q2: 80,863 shares; 2023Q3: 81,070 shares; 2023Q4: 80,803 shares; 2024Q1: 84,447 shares 84,447 $6.91M 0.22% +3,644 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 16,939 shares; 2023Q2: 19,491 shares; 2023Q3: 18,198 shares; 2023Q4: 20,446 shares; 2024Q1: 19,151 shares 19,151 $6.85M 0.22% -1,295 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 44,633 shares; 2023Q2: 42,165 shares; 2023Q3: 42,091 shares; 2023Q4: 40,369 shares; 2024Q1: 38,845 shares 38,845 $6.8M 0.22% -1,524 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 121,829 shares; 2023Q2: 125,771 shares; 2023Q3: 117,822 shares; 2023Q4: 105,355 shares; 2024Q1: 100,567 shares 100,567 $6.43M 0.2% -4,788 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 49,046 shares; 2023Q2: 46,592 shares; 2023Q3: 46,356 shares; 2023Q4: 45,445 shares; 2024Q1: 7,304 shares 7,304 $6.03M 0.19% -38,141 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 70,391 shares; 2023Q2: 70,044 shares; 2023Q3: 69,329 shares; 2023Q4: 77,361 shares; 2024Q1: 75,121 shares 75,121 $6M 0.19% -2,240 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 31,429 shares; 2023Q2: 29,881 shares; 2023Q3: 29,131 shares; 2023Q4: 28,412 shares; 2024Q1: 28,199 shares 28,199 $5.93M 0.19% -213 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 8,950 shares; 2023Q2: 8,910 shares; 2023Q3: 9,013 shares; 2023Q4: 9,005 shares; 2024Q1: 9,010 shares 9,010 $5.86M 0.19% +5 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 20,470 shares; 2023Q2: 19,047 shares; 2023Q3: 18,955 shares; 2023Q4: 18,405 shares; 2024Q1: 17,224 shares 17,224 $5.81M 0.18% -1,181 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 25,887 shares; 2023Q2: 25,212 shares; 2023Q3: 24,955 shares; 2023Q4: 30,881 shares; 2024Q1: 30,861 shares 30,861 $5.62M 0.18% -20 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 22,640 shares; 2023Q2: 21,324 shares; 2023Q3: 43,220 shares; 2023Q4: 42,770 shares; 2024Q1: 43,445 shares 43,445 $5.58M 0.18% +675 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 158,555 shares; 2023Q2: 160,898 shares; 2023Q3: 144,738 shares; 2023Q4: 153,064 shares; 2024Q1: 143,808 shares 143,808 $5.45M 0.17% -9,256 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 39,965 shares; 2023Q2: 38,995 shares; 2023Q3: 37,190 shares; 2023Q4: 37,015 shares; 2024Q1: 36,665 shares 36,665 $5.38M 0.17% -350 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 19,718 shares; 2023Q2: 18,802 shares; 2023Q3: 17,857 shares; 2023Q4: 20,484 shares; 2024Q1: 20,609 shares 20,609 $5.07M 0.16% +125 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 240,797 shares; 2023Q4: 231,047 shares; 2024Q1: 222,348 shares 222,348 $4.77M 0.15% -8,699 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 66,563 shares; 2023Q2: 64,185 shares; 2023Q3: 64,825 shares; 2023Q4: 59,121 shares; 2024Q1: 58,800 shares 58,800 $4.74M 0.15% -321 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 8,248 shares; 2023Q2: 8,322 shares; 2023Q3: 8,380 shares; 2023Q4: 9,316 shares; 2024Q1: 9,485 shares 9,485 $4.4M 0.14% +169 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,391 shares; 2023Q2: 5,300 shares; 2023Q3: 3,766 shares; 2023Q4: 5,255 shares; 2024Q1: 4,820 shares 4,820 $4.36M 0.14% -435 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 187,321 shares; 2023Q2: 179,386 shares; 2023Q3: 53,977 shares; 2023Q4: 37,944 shares; 2024Q1: 40,482 shares 40,482 $4.28M 0.14% +2,538 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 48,194 shares; 2023Q2: 45,140 shares; 2023Q3: 44,982 shares; 2023Q4: 43,934 shares; 2024Q1: 42,917 shares 42,917 $4.19M 0.13% -1,017 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 17,282 shares; 2023Q2: 17,280 shares; 2023Q3: 17,116 shares; 2023Q4: 8,523 shares; 2024Q1: 8,302 shares 8,302 $4.11M 0.13% -221 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 18,705 shares; 2023Q2: 18,340 shares; 2023Q3: 18,103 shares; 2023Q4: 17,918 shares; 2024Q1: 17,693 shares 17,693 $4.09M 0.13% -225 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 99,441 shares; 2023Q2: 99,884 shares; 2023Q3: 99,053 shares; 2023Q4: 95,317 shares; 2024Q1: 95,317 shares 95,317 $4M 0.13% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,994 shares; 2023Q2: 5,353 shares; 2023Q3: 5,318 shares; 2023Q4: 5,066 shares; 2024Q1: 5,044 shares 5,044 $3.92M 0.12% -22 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 55,184 shares; 2023Q2: 65,442 shares; 2023Q3: 79,093 shares; 2023Q4: 91,911 shares; 2024Q1: 99,377 shares 99,377 $3.78M 0.12% +7,466 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 104,861 shares; 2023Q2: 100,384 shares; 2023Q3: 96,633 shares; 2023Q4: 90,434 shares; 2024Q1: 88,403 shares 88,403 $3.69M 0.12% -2,031 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 48,940 shares; 2023Q2: 47,551 shares; 2023Q3: 43,951 shares; 2023Q4: 43,795 shares; 2024Q1: 47,797 shares 47,797 $3.5M 0.11% +4,002 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 49,609 shares; 2023Q2: 49,178 shares; 2023Q3: 49,243 shares; 2023Q4: 49,054 shares; 2024Q1: 48,553 shares 48,553 $3.34M 0.11% -501 NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,346 shares; 2023Q2: 4,358 shares; 2023Q3: 4,365 shares; 2023Q4: 4,358 shares; 2024Q1: 4,358 shares 4,358 $3.32M 0.11% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 152,288 shares; 2023Q2: 152,230 shares; 2023Q3: 154,545 shares; 2023Q4: 165,410 shares; 2024Q1: 32,282 shares 32,282 $3.31M 0.11% -133,128 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 68,238 shares; 2023Q2: 61,785 shares; 2023Q3: 61,909 shares; 2023Q4: 66,983 shares; 2024Q1: 66,069 shares 66,069 $3.3M 0.1% -914 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 58,757 shares; 2024Q1: 68,272 shares 68,272 $3.29M 0.1% +9,515 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 13,703 shares; 2023Q2: 13,703 shares; 2023Q3: 13,727 shares; 2023Q4: 13,691 shares; 2024Q1: 13,691 shares 13,691 $3.23M 0.1% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 12,901 shares; 2023Q2: 12,153 shares; 2023Q3: 12,245 shares; 2023Q4: 11,236 shares; 2024Q1: 11,180 shares 11,180 $3.15M 0.1% -56 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 7,265 shares; 2023Q2: 7,321 shares; 2023Q3: 7,317 shares; 2023Q4: 7,217 shares; 2024Q1: 7,217 shares 7,217 $3.07M 0.1% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 60,588 shares; 2023Q2: 59,658 shares; 2023Q3: 57,696 shares; 2023Q4: 50,955 shares; 2024Q1: 38,249 shares 38,249 $2.95M 0.09% -12,706 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 42,677 shares; 2023Q2: 42,709 shares; 2023Q3: 42,692 shares; 2023Q4: 42,586 shares; 2024Q1: 42,089 shares 42,089 $2.95M 0.09% -497 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 25,098 shares; 2023Q2: 24,951 shares; 2023Q3: 23,887 shares; 2023Q4: 22,420 shares; 2024Q1: 22,420 shares 22,420 $2.95M 0.09% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 11,822 shares; 2023Q2: 10,865 shares; 2023Q3: 10,567 shares; 2023Q4: 10,492 shares; 2024Q1: 10,094 shares 10,094 $2.71M 0.09% -398 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 55,608 shares; 2023Q2: 60,226 shares; 2023Q3: 60,226 shares; 2023Q4: 68,945 shares; 2024Q1: 75,445 shares 75,445 $2.7M 0.09% +6,500 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 34,351 shares; 2023Q2: 35,051 shares; 2023Q3: 34,327 shares; 2023Q4: 44,671 shares; 2024Q1: 41,023 shares 41,023 $2.51M 0.08% -3,648 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 63,573 shares; 2023Q2: 62,528 shares; 2023Q3: 67,473 shares; 2023Q4: 56,541 shares; 2024Q1: 56,491 shares 56,491 $2.51M 0.08% -50 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 10,899 shares; 2023Q2: 9,627 shares; 2023Q3: 9,268 shares; 2023Q4: 8,798 shares; 2024Q1: 8,748 shares 8,748 $2.49M 0.08% -50 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 63,596 shares; 2023Q2: 55,969 shares; 2023Q3: 50,800 shares; 2023Q4: 33,451 shares; 2024Q1: 31,997 shares 31,997 $2.47M 0.08% -1,454 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 26,262 shares; 2023Q2: 21,517 shares; 2023Q3: 21,967 shares; 2023Q4: 21,885 shares; 2024Q1: 21,525 shares 21,525 $2.44M 0.08% -360 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 19,395 shares; 2023Q2: 18,935 shares; 2023Q3: 18,320 shares; 2023Q4: 18,677 shares; 2024Q1: 20,411 shares 20,411 $2.44M 0.08% +1,734 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 23,552 shares; 2023Q2: 23,552 shares; 2023Q3: 22,702 shares; 2023Q4: 22,602 shares; 2024Q1: 22,496 shares 22,496 $2.38M 0.08% -106 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 10,489 shares; 2023Q2: 9,675 shares; 2023Q3: 9,976 shares; 2023Q4: 6,865 shares; 2024Q1: 6,737 shares 6,737 $2.34M 0.07% -128 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 15,041 shares; 2023Q2: 22,105 shares; 2023Q3: 19,629 shares; 2023Q4: 23,061 shares; 2024Q1: 22,439 shares 22,439 $2.28M 0.07% -622 Timeline DGRS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 45,628 shares; 2023Q2: 46,010 shares; 2023Q3: 45,988 shares; 2023Q4: 42,645 shares; 2024Q1: 44,460 shares 44,460 $2.21M 0.07% +1,815 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 22,488 shares; 2023Q2: 22,189 shares; 2023Q3: 18,386 shares; 2023Q4: 18,073 shares; 2024Q1: 17,652 shares 17,652 $2.16M 0.07% -421 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 25,117 shares; 2023Q2: 23,717 shares; 2023Q3: 23,756 shares; 2023Q4: 24,057 shares; 2024Q1: 23,562 shares 23,562 $2.15M 0.07% -495 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 50,000 shares; 2023Q2: 50,000 shares; 2023Q3: 40,000 shares; 2023Q4: 40,000 shares; 2024Q1: 40,000 shares 40,000 $2.15M 0.07% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 18,911 shares; 2023Q2: 17,230 shares; 2023Q3: 17,521 shares; 2023Q4: 12,269 shares; 2024Q1: 12,569 shares 12,569 $2.13M 0.07% +300 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 21,408 shares; 2023Q2: 21,285 shares; 2023Q3: 20,908 shares; 2023Q4: 21,222 shares; 2024Q1: 21,222 shares 21,222 $2.11M 0.07% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9,444 shares; 2023Q2: 7,212 shares; 2023Q3: 7,212 shares; 2023Q4: 6,937 shares; 2024Q1: 6,922 shares 6,922 $2.08M 0.07% -15 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 36,194 shares; 2023Q2: 35,372 shares; 2023Q3: 35,023 shares; 2023Q4: 34,947 shares; 2024Q1: 35,096 shares 35,096 $2.06M 0.07% +149 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 26,600 shares; 2023Q2: 39,200 shares; 2023Q3: 39,200 shares; 2023Q4: 44,200 shares; 2024Q1: 52,200 shares 52,200 $2.02M 0.06% +8,000 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 31,102 shares; 2023Q2: 27,867 shares; 2023Q3: 26,388 shares; 2023Q4: 21,982 shares; 2024Q1: 21,887 shares 21,887 $1.97M 0.06% -95 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3 shares; 2023Q2: 3 shares; 2023Q3: 3 shares; 2023Q4: 3 shares; 2024Q1: 3 shares 3 $1.9M 0.06% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 170,872 shares; 2023Q2: 144,395 shares; 2023Q3: 118,809 shares; 2023Q4: 65,877 shares; 2024Q1: 62,274 shares 62,274 $1.85M 0.06% -3,603 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 25,700 shares; 2023Q2: 25,700 shares; 2023Q3: 25,700 shares; 2023Q4: 25,700 shares; 2024Q1: 25,700 shares 25,700 $1.85M 0.06% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 13,719 shares; 2023Q2: 14,219 shares; 2023Q3: 13,730 shares; 2023Q4: 14,012 shares; 2024Q1: 14,198 shares 14,198 $1.78M 0.06% +186 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 19,242 shares; 2023Q2: 17,230 shares; 2023Q3: 14,584 shares; 2023Q4: 9,544 shares; 2024Q1: 9,295 shares 9,295 $1.78M 0.06% -249 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 151,275 shares; 2023Q2: 151,238 shares; 2023Q3: 148,523 shares; 2023Q4: 148,687 shares; 2024Q1: 148,562 shares 148,562 $1.77M 0.06% -125 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,065 shares; 2023Q2: 4,957 shares; 2023Q3: 4,940 shares; 2023Q4: 4,958 shares; 2024Q1: 5,508 shares 5,508 $1.72M 0.05% +550 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,680 shares; 2023Q2: 7,772 shares; 2023Q3: 7,883 shares; 2023Q4: 7,565 shares; 2024Q1: 7,965 shares 7,965 $1.7M 0.05% +400 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 27,603 shares; 2023Q2: 27,098 shares; 2023Q3: 23,843 shares; 2023Q4: 21,980 shares; 2024Q1: 17,980 shares 17,980 $1.69M 0.05% -4,000 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 11,858 shares; 2023Q2: 13,581 shares; 2023Q3: 15,348 shares; 2023Q4: 14,225 shares; 2024Q1: 33,785 shares 33,785 $1.66M 0.05% +19,560 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,924 shares; 2023Q2: 5,206 shares; 2023Q3: 4,887 shares; 2023Q4: 4,823 shares; 2024Q1: 4,817 shares 4,817 $1.66M 0.05% -6 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,400 shares; 2023Q2: 6,470 shares; 2023Q3: 6,483 shares; 2023Q4: 6,444 shares; 2024Q1: 6,444 shares 6,444 $1.63M 0.05% 0 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 241,408 shares; 2023Q2: 179,222 shares; 2023Q3: 141,667 shares; 2023Q4: 72,555 shares; 2024Q1: 54,865 shares 54,865 $1.62M 0.05% -17,690 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 78,500 shares; 2023Q2: 85,000 shares; 2023Q3: 85,000 shares; 2023Q4: 96,000 shares; 2024Q1: 97,000 shares 97,000 $1.61M 0.05% +1,000 WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 7,192 shares; 2023Q2: 8,133 shares; 2023Q3: 8,091 shares; 2023Q4: 9,684 shares; 2024Q1: 25,847 shares 25,847 $1.56M 0.05% +16,163 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,771 shares; 2023Q2: 3,813 shares; 2023Q3: 3,888 shares; 2023Q4: 3,867 shares; 2024Q1: 3,867 shares 3,867 $1.54M 0.05% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,114 shares; 2023Q2: 5,769 shares; 2023Q3: 5,947 shares; 2023Q4: 7,402 shares; 2024Q1: 6,052 shares 6,052 $1.54M 0.05% -1,350 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 110,611 shares; 2023Q2: 110,202 shares; 2023Q3: 111,195 shares; 2023Q4: 107,987 shares; 2024Q1: 6,152 shares 6,152 $1.52M 0.05% -101,835 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 7,120 shares; 2023Q2: 6,820 shares; 2023Q3: 6,520 shares; 2023Q4: 6,520 shares; 2024Q1: 5,790 shares 5,790 $1.52M 0.05% -730 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9,643 shares; 2023Q2: 9,639 shares; 2023Q3: 9,413 shares; 2023Q4: 9,377 shares; 2024Q1: 9,377 shares 9,377 $1.52M 0.05% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 11,735 shares; 2023Q3: 11,735 shares; 2023Q4: 11,735 shares; 2024Q1: 11,735 shares 11,735 $1.46M 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,392 shares; 2023Q2: 5,541 shares; 2023Q3: 5,414 shares; 2023Q4: 6,989 shares; 2024Q1: 6,829 shares 6,829 $1.4M 0.04% -160 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 8,510 shares; 2023Q2: 8,510 shares; 2023Q3: 8,160 shares; 2023Q4: 7,835 shares; 2024Q1: 7,885 shares 7,885 $1.37M 0.04% +50 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 20,823 shares; 2023Q2: 20,823 shares; 2023Q3: 20,698 shares; 2023Q4: 20,698 shares; 2024Q1: 20,698 shares 20,698 $1.36M 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 20,121 shares; 2023Q2: 20,121 shares; 2023Q3: 20,121 shares; 2023Q4: 20,121 shares; 2024Q1: 20,146 shares 20,146 $1.36M 0.04% +25 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,487 shares; 2023Q2: 2,487 shares; 2023Q3: 2,707 shares; 2023Q4: 2,707 shares; 2024Q1: 2,507 shares 2,507 $1.35M 0.04% -200 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 51,111 shares; 2023Q2: 56,681 shares; 2023Q3: 54,231 shares; 2023Q4: 59,428 shares; 2024Q1: 59,428 shares 59,428 $1.35M 0.04% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 21,060 shares; 2023Q2: 20,029 shares; 2023Q3: 19,489 shares; 2023Q4: 19,646 shares; 2024Q1: 15,956 shares 15,956 $1.34M 0.04% -3,690 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 20,223 shares; 2023Q2: 20,223 shares; 2023Q3: 20,134 shares; 2023Q4: 32,648 shares; 2024Q1: 32,648 shares 32,648 $1.34M 0.04% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 13,899 shares; 2023Q2: 13,874 shares; 2023Q3: 13,874 shares; 2023Q4: 13,874 shares; 2024Q1: 13,874 shares 13,874 $1.33M 0.04% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 2,250 shares; 2023Q4: 13,250 shares; 2024Q1: 13,750 shares 13,750 $1.3M 0.04% +500 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 16,606 shares; 2024Q1: 14,379 shares 14,379 $1.27M 0.04% -2,227 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,759 shares; 2023Q2: 5,920 shares; 2023Q3: 5,920 shares; 2023Q4: 5,895 shares; 2024Q1: 6,162 shares 6,162 $1.27M 0.04% +267 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,359 shares; 2023Q2: 8,579 shares; 2023Q3: 8,605 shares; 2023Q4: 8,688 shares; 2024Q1: 8,994 shares 8,994 $1.24M 0.04% +306 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 16,696 shares; 2023Q2: 17,345 shares; 2023Q3: 17,455 shares; 2023Q4: 17,418 shares; 2024Q1: 18,344 shares 18,344 $1.23M 0.04% +926 Timeline 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 22,066 shares; 2023Q2: 20,266 shares; 2023Q3: 20,095 shares; 2023Q4: 18,434 shares; 2024Q1: 18,404 shares 18,404 $1.23M 0.04% -30 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 43,817 shares; 2023Q2: 42,824 shares; 2023Q3: 34,353 shares; 2023Q4: 27,683 shares; 2024Q1: 27,756 shares 27,756 $1.23M 0.04% +73 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,041 shares; 2023Q2: 5,689 shares; 2023Q3: 5,782 shares; 2023Q4: 6,405 shares; 2024Q1: 6,419 shares 6,419 $1.23M 0.04% +14 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,736 shares; 2023Q2: 6,796 shares; 2023Q3: 6,331 shares; 2023Q4: 6,314 shares; 2024Q1: 6,258 shares 6,258 $1.16M 0.04% -56 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 14,052 shares; 2023Q2: 13,852 shares; 2023Q3: 13,852 shares; 2023Q4: 14,077 shares; 2024Q1: 13,552 shares 13,552 $1.14M 0.04% -525 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,128 shares; 2023Q2: 2,000 shares; 2023Q3: 1,990 shares; 2023Q4: 1,990 shares; 2024Q1: 1,865 shares 1,865 $1.13M 0.04% -125 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 11,723 shares; 2023Q2: 11,810 shares; 2023Q3: 11,299 shares; 2023Q4: 10,121 shares; 2024Q1: 9,762 shares 9,762 $1.12M 0.04% -359 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 22,600 shares; 2023Q2: 20,585 shares; 2023Q3: 20,785 shares; 2023Q4: 20,785 shares; 2024Q1: 21,085 shares 21,085 $1.12M 0.04% +300 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 7,673 shares; 2023Q2: 8,728 shares; 2023Q3: 7,616 shares; 2023Q4: 7,238 shares; 2024Q1: 7,183 shares 7,183 $1.11M 0.04% -55 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 3,819 shares; 2023Q3: 3,877 shares; 2023Q4: 5,159 shares; 2024Q1: 4,809 shares 4,809 $1.11M 0.04% -350 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,681 shares; 2023Q2: 3,537 shares; 2023Q3: 2,652 shares; 2023Q4: 3,467 shares; 2024Q1: 2,652 shares 2,652 $1.09M 0.03% -815 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 14,220 shares; 2023Q2: 11,982 shares; 2023Q3: 11,974 shares; 2023Q4: 11,328 shares; 2024Q1: 11,131 shares 11,131 $1.05M 0.03% -197 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,469 shares; 2023Q2: 4,695 shares; 2023Q3: 4,657 shares; 2023Q4: 5,446 shares; 2024Q1: 5,284 shares 5,284 $1.02M 0.03% -162 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,425 shares; 2023Q2: 6,261 shares; 2023Q3: 6,232 shares; 2023Q4: 6,282 shares; 2024Q1: 5,624 shares 5,624 $1.02M 0.03% -658 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,490 shares; 2023Q2: 4,966 shares; 2023Q3: 4,924 shares; 2023Q4: 4,924 shares; 2024Q1: 4,924 shares 4,924 $1.01M 0.03% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 15,900 shares; 2023Q2: 15,900 shares; 2023Q3: 15,900 shares; 2023Q4: 15,900 shares; 2024Q1: 14,000 shares 14,000 $1.01M 0.03% -1,900 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 14,424 shares; 2023Q2: 14,424 shares; 2023Q3: 14,424 shares; 2023Q4: 14,424 shares; 2024Q1: 14,424 shares 14,424 $996K 0.03% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,337 shares; 2023Q2: 4,337 shares; 2023Q3: 4,351 shares; 2023Q4: 4,894 shares; 2024Q1: 4,780 shares 4,780 $986K 0.03% -114 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,310 shares; 2023Q2: 4,130 shares; 2023Q3: 3,959 shares; 2023Q4: 3,953 shares; 2024Q1: 4,233 shares 4,233 $964K 0.03% +280 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,176 shares; 2023Q2: 3,176 shares; 2023Q3: 4,060 shares; 2023Q4: 4,060 shares; 2024Q1: 3,734 shares 3,734 $952K 0.03% -326 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 26,058 shares; 2023Q2: 25,612 shares; 2023Q3: 25,823 shares; 2023Q4: 25,612 shares; 2024Q1: 25,612 shares 25,612 $949K 0.03% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 2,244 shares; 2023Q4: 2,244 shares; 2024Q1: 2,244 shares 2,244 $938K 0.03% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 295 shares; 2023Q3: 275 shares; 2023Q4: 408 shares; 2024Q1: 253 shares 253 $918K 0.03% -155 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,752 shares; 2023Q2: 2,710 shares; 2023Q3: 2,653 shares; 2023Q4: 2,533 shares; 2024Q1: 2,466 shares 2,466 $896K 0.03% -67 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,940 shares; 2024Q1: 5,863 shares 5,863 $871K 0.03% -77 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,112 shares; 2023Q2: 5,054 shares; 2023Q3: 4,997 shares; 2023Q4: 4,948 shares; 2024Q1: 4,948 shares 4,948 $862K 0.03% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 19,756 shares; 2023Q2: 26,527 shares; 2023Q3: 16,508 shares; 2023Q4: 21,757 shares; 2024Q1: 19,519 shares 19,519 $846K 0.03% -2,238 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,545 shares; 2023Q2: 8,123 shares; 2023Q3: 8,465 shares; 2023Q4: 9,308 shares; 2024Q1: 8,533 shares 8,533 $825K 0.03% -775 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 41,188 shares; 2023Q2: 39,338 shares; 2023Q3: 40,106 shares; 2023Q4: 32,595 shares; 2024Q1: 33,675 shares 33,675 $824K 0.03% +1,080 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 8,430 shares; 2023Q2: 7,255 shares; 2023Q3: 7,255 shares; 2023Q4: 7,180 shares; 2024Q1: 6,905 shares 6,905 $821K 0.03% -275 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,567 shares; 2023Q2: 1,560 shares; 2023Q3: 1,560 shares; 2023Q4: 1,646 shares; 2024Q1: 1,707 shares 1,707 $821K 0.03% +61 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 879 shares; 2023Q2: 2,742 shares; 2023Q3: 2,042 shares; 2023Q4: 3,371 shares; 2024Q1: 2,806 shares 2,806 $817K 0.03% -565 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 8,775 shares; 2023Q2: 8,775 shares; 2023Q3: 8,775 shares; 2023Q4: 8,775 shares; 2024Q1: 8,779 shares 8,779 $806K 0.03% +4 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,608 shares; 2023Q2: 3,738 shares; 2023Q3: 3,668 shares; 2023Q4: 3,433 shares; 2024Q1: 3,441 shares 3,441 $787K 0.03% +8 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,899 shares; 2023Q2: 2,899 shares; 2023Q3: 3,659 shares; 2023Q4: 10,097 shares; 2024Q1: 10,822 shares 10,822 $776K 0.02% +725 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 1,437 shares; 2023Q3: 1,522 shares; 2023Q4: 2,822 shares; 2024Q1: 2,742 shares 2,742 $775K 0.02% -80 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 7,243 shares; 2023Q2: 6,567 shares; 2023Q3: 5,761 shares; 2023Q4: 5,761 shares; 2024Q1: 5,890 shares 5,890 $762K 0.02% +129 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,052 shares; 2023Q2: 1,825 shares; 2023Q3: 1,745 shares; 2023Q4: 1,745 shares; 2024Q1: 1,721 shares 1,721 $755K 0.02% -24 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 1,760 shares; 2023Q3: 1,760 shares; 2023Q4: 1,760 shares; 2024Q1: 1,760 shares 1,760 $730K 0.02% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,822 shares; 2023Q2: 5,621 shares; 2023Q3: 4,980 shares; 2023Q4: 4,474 shares; 2024Q1: 4,388 shares 4,388 $715K 0.02% -86 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9,850 shares; 2023Q2: 9,250 shares; 2023Q3: 10,375 shares; 2023Q4: 10,312 shares; 2024Q1: 8,437 shares 8,437 $685K 0.02% -1,875 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 20,101 shares; 2023Q2: 19,880 shares; 2023Q3: 18,883 shares; 2023Q4: 17,638 shares; 2024Q1: 17,638 shares 17,638 $663K 0.02% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 10,883 shares; 2023Q2: 10,671 shares; 2023Q3: 10,545 shares; 2023Q4: 10,545 shares; 2024Q1: 10,430 shares 10,430 $660K 0.02% -115 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 14,208 shares; 2023Q2: 15,527 shares; 2023Q3: 13,206 shares; 2023Q4: 12,785 shares; 2024Q1: 12,034 shares 12,034 $653K 0.02% -751 Timeline STLN STARLING ONCOLOGY INC More: the full row for STARLING ONCOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 9,485 shares; 2024Q1: 7,355 shares 7,355 $652K 0.02% -2,130 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,852 shares; 2023Q2: 1,708 shares; 2023Q3: 1,772 shares; 2023Q4: 1,768 shares; 2024Q1: 1,768 shares 1,768 $648K 0.02% 0 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 55,257 shares; 2023Q2: 53,889 shares; 2023Q3: 52,315 shares; 2023Q4: 48,500 shares; 2024Q1: 45,734 shares 45,734 $634K 0.02% -2,766 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,602 shares; 2023Q2: 1,602 shares; 2023Q3: 1,602 shares; 2023Q4: 1,602 shares; 2024Q1: 1,602 shares 1,602 $634K 0.02% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 19,078 shares; 2023Q2: 21,343 shares; 2023Q3: 22,416 shares; 2023Q4: 21,007 shares; 2024Q1: 20,987 shares 20,987 $627K 0.02% -20 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,662 shares; 2023Q2: 3,664 shares; 2023Q3: 3,654 shares; 2023Q4: 3,654 shares; 2024Q1: 3,654 shares 3,654 $626K 0.02% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,476 shares; 2023Q2: 3,018 shares; 2023Q3: 3,326 shares; 2023Q4: 3,318 shares; 2024Q1: 3,682 shares 3,682 $588K 0.02% +364 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 12,187 shares; 2023Q2: 13,336 shares; 2023Q3: 6,897 shares; 2023Q4: 6,690 shares; 2024Q1: 7,367 shares 7,367 $588K 0.02% +677 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,281 shares; 2023Q2: 5,168 shares; 2023Q3: 5,422 shares; 2023Q4: 6,047 shares; 2024Q1: 6,797 shares 6,797 $584K 0.02% +750 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,072 shares; 2023Q2: 6,072 shares; 2023Q3: 6,072 shares; 2023Q4: 6,040 shares; 2024Q1: 6,040 shares 6,040 $583K 0.02% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,100 shares 1,100 $577K 0.02% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 7,319 shares; 2023Q2: 7,405 shares; 2023Q3: 7,409 shares; 2023Q4: 7,336 shares; 2024Q1: 7,436 shares 7,436 $571K 0.02% +100 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,281 shares; 2023Q2: 2,740 shares; 2023Q3: 2,742 shares; 2023Q4: 2,292 shares; 2024Q1: 2,292 shares 2,292 $550K 0.02% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 26,562 shares; 2023Q2: 26,562 shares; 2023Q3: 26,562 shares; 2023Q4: 25,062 shares; 2024Q1: 21,562 shares 21,562 $545K 0.02% -3,500 Timeline CAMBRIDGE BANCORP CAMBRIDGE BANCORP More: the full row for CAMBRIDGE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 7,972 shares 7,972 $543K 0.02% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9,445 shares; 2023Q2: 9,198 shares; 2023Q3: 9,399 shares; 2023Q4: 10,121 shares; 2024Q1: 9,289 shares 9,289 $540K 0.02% -832 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,262 shares; 2023Q2: 2,662 shares; 2023Q3: 2,662 shares; 2023Q4: 2,662 shares; 2024Q1: 2,645 shares 2,645 $523K 0.02% -17 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,091 shares; 2023Q2: 2,265 shares; 2023Q3: 2,091 shares; 2023Q4: 2,091 shares; 2024Q1: 2,091 shares 2,091 $522K 0.02% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,827 shares; 2023Q2: 5,087 shares; 2023Q3: 4,887 shares; 2023Q4: 5,543 shares; 2024Q1: 4,982 shares 4,982 $517K 0.02% -561 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 8,560 shares 8,560 $517K 0.02% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,742 shares; 2023Q2: 2,766 shares; 2023Q3: 2,289 shares; 2023Q4: 1,951 shares; 2024Q1: 1,951 shares 1,951 $506K 0.02% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,800 shares; 2023Q2: 2,945 shares; 2023Q3: 3,293 shares; 2023Q4: 2,998 shares; 2024Q1: 2,998 shares 2,998 $502K 0.02% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,819 shares; 2023Q2: 5,365 shares; 2023Q3: 4,631 shares; 2023Q4: 5,086 shares; 2024Q1: 5,067 shares 5,067 $496K 0.02% -19 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 7,076 shares; 2023Q2: 5,584 shares; 2023Q3: 5,556 shares; 2023Q4: 5,539 shares; 2024Q1: 4,654 shares 4,654 $494K 0.02% -885 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,800 shares; 2023Q2: 4,870 shares; 2023Q3: 4,864 shares; 2023Q4: 4,661 shares; 2024Q1: 4,661 shares 4,661 $493K 0.02% 0 Timeline PROOF ACQUISITION CORP I PROOF ACQUISITION CORP I More: the full row for PROOF ACQUISITION CORP I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 138,829 shares; 2024Q1: 138,829 shares 138,829 $493K 0.02% 0 TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,735 shares; 2023Q2: 2,705 shares; 2023Q3: 2,725 shares; 2023Q4: 2,725 shares; 2024Q1: 2,725 shares 2,725 $479K 0.02% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,606 shares; 2023Q2: 5,472 shares; 2023Q3: 5,486 shares; 2023Q4: 5,515 shares; 2024Q1: 5,048 shares 5,048 $475K 0.02% -467 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6,930 shares 6,930 $473K 0.02% new Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,473 shares; 2023Q2: 3,473 shares; 2023Q3: 3,425 shares; 2023Q4: 3,395 shares; 2024Q1: 3,387 shares 3,387 $465K 0.01% -8 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,606 shares; 2023Q2: 3,606 shares; 2023Q3: 3,606 shares; 2023Q4: 3,606 shares; 2024Q1: 3,496 shares 3,496 $457K 0.01% -110 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 8,494 shares; 2023Q2: 8,494 shares; 2023Q3: 8,494 shares; 2023Q4: 8,494 shares; 2024Q1: 8,494 shares 8,494 $453K 0.01% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 7,030 shares; 2023Q2: 6,725 shares; 2023Q3: 6,750 shares; 2023Q4: 6,779 shares; 2024Q1: 7,302 shares 7,302 $446K 0.01% +523 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9,030 shares; 2023Q2: 8,945 shares; 2023Q3: 8,300 shares; 2023Q4: 7,800 shares; 2024Q1: 7,800 shares 7,800 $440K 0.01% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 24,010 shares; 2023Q2: 24,880 shares; 2023Q3: 24,880 shares; 2023Q4: 24,000 shares; 2024Q1: 24,000 shares 24,000 $440K 0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,846 shares; 2023Q2: 3,656 shares; 2023Q3: 3,606 shares; 2023Q4: 3,606 shares; 2024Q1: 3,606 shares 3,606 $438K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 8,743 shares; 2023Q2: 8,925 shares; 2023Q3: 9,918 shares; 2023Q4: 9,183 shares; 2024Q1: 9,178 shares 9,178 $429K 0.01% -5 CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 658 shares; 2023Q2: 658 shares; 2023Q3: 658 shares; 2023Q4: 658 shares; 2024Q1: 618 shares 618 $425K 0.01% -40 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 8,202 shares; 2023Q2: 8,202 shares; 2023Q3: 8,202 shares; 2023Q4: 8,202 shares; 2024Q1: 8,027 shares 8,027 $418K 0.01% -175 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 18,697 shares; 2023Q2: 13,729 shares; 2023Q3: not reported; 2023Q4: 10,057 shares; 2024Q1: 23,500 shares 23,500 $414K 0.01% +13,443 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,172 shares; 2023Q2: 3,213 shares; 2023Q3: 3,213 shares; 2023Q4: 3,213 shares; 2024Q1: 3,213 shares 3,213 $409K 0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 7,491 shares; 2023Q2: 7,491 shares; 2023Q3: 7,491 shares; 2023Q4: 7,491 shares; 2024Q1: 7,491 shares 7,491 $409K 0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 6,507 shares; 2023Q4: 6,507 shares; 2024Q1: 5,002 shares 5,002 $401K 0.01% -1,505 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 69,242 shares; 2023Q2: 54,756 shares; 2023Q3: 8,139 shares; 2023Q4: 7,892 shares; 2024Q1: 9,170 shares 9,170 $385K 0.01% +1,278 Timeline TE CONNECTIVITY LTD TE CONNECTIVITY LTD More: the full row for TE CONNECTIVITY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,701 shares; 2023Q2: 2,952 shares; 2023Q3: 2,719 shares; 2023Q4: 2,719 shares; 2024Q1: 2,609 shares 2,609 $379K 0.01% -110 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,102 shares; 2023Q2: 3,802 shares; 2023Q3: 3,902 shares; 2023Q4: 4,183 shares; 2024Q1: 4,183 shares 4,183 $375K 0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,472 shares; 2023Q2: 2,472 shares; 2023Q3: 2,172 shares; 2023Q4: 2,172 shares; 2024Q1: 2,172 shares 2,172 $374K 0.01% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 7,399 shares; 2023Q2: 10,687 shares; 2023Q3: 5,227 shares; 2023Q4: 5,284 shares; 2024Q1: 4,252 shares 4,252 $371K 0.01% -1,032 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,996 shares; 2023Q2: 1,272 shares; 2023Q3: 1,318 shares; 2023Q4: 1,318 shares; 2024Q1: 1,421 shares 1,421 $370K 0.01% +103 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,930 shares; 2023Q2: 2,809 shares; 2023Q3: 2,809 shares; 2023Q4: 2,809 shares; 2024Q1: 2,809 shares 2,809 $369K 0.01% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,169 shares; 2023Q2: 2,169 shares; 2023Q3: 1,969 shares; 2023Q4: 1,969 shares; 2024Q1: 1,969 shares 1,969 $368K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,878 shares; 2023Q2: 3,878 shares; 2023Q3: 3,878 shares; 2023Q4: 3,878 shares; 2024Q1: 3,899 shares 3,899 $356K 0.01% +21 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,111 shares; 2023Q2: 3,771 shares; 2023Q3: 4,281 shares; 2023Q4: 4,364 shares; 2024Q1: 3,671 shares 3,671 $355K 0.01% -693 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 22,811 shares; 2024Q1: 22,811 shares 22,811 $351K 0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,933 shares; 2023Q2: 2,917 shares; 2023Q3: 2,917 shares; 2023Q4: 2,917 shares; 2024Q1: 2,560 shares 2,560 $349K 0.01% -357 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 10,624 shares; 2023Q3: 8,124 shares; 2023Q4: 8,124 shares; 2024Q1: 8,124 shares 8,124 $348K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,552 shares; 2023Q2: 1,522 shares; 2023Q3: 1,723 shares; 2023Q4: 1,743 shares; 2024Q1: 1,693 shares 1,693 $335K 0.01% -50 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 951 shares; 2023Q2: 951 shares; 2023Q3: 951 shares; 2023Q4: 951 shares; 2024Q1: 951 shares 951 $330K 0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 5,265 shares; 2023Q4: 5,265 shares; 2024Q1: 4,487 shares 4,487 $327K 0.01% -778 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,725 shares; 2023Q2: 1,725 shares; 2023Q3: 1,725 shares; 2023Q4: 1,725 shares; 2024Q1: 1,725 shares 1,725 $326K 0.01% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 527 shares; 2023Q3: 561 shares; 2023Q4: 586 shares; 2024Q1: 586 shares 586 $326K 0.01% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,583 shares; 2023Q4: 1,583 shares; 2024Q1: 1,583 shares 1,583 $319K 0.01% 0 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 4,000 shares; 2023Q3: 4,000 shares; 2023Q4: 4,000 shares; 2024Q1: 4,000 shares 4,000 $316K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,854 shares; 2023Q2: 5,854 shares; 2023Q3: 5,854 shares; 2023Q4: 5,854 shares; 2024Q1: 5,854 shares 5,854 $313K 0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,774 shares 5,774 $312K 0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 8,723 shares; 2023Q2: 8,314 shares; 2023Q3: 8,374 shares; 2023Q4: 4,314 shares; 2024Q1: 4,314 shares 4,314 $312K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,899 shares; 2023Q2: 4,725 shares; 2023Q3: 4,638 shares; 2023Q4: 4,414 shares; 2024Q1: 4,414 shares 4,414 $309K 0.01% 0 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 10,841 shares; 2024Q1: 13,296 shares 13,296 $306K 0.01% +2,455 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 1,791 shares; 2023Q3: 1,791 shares; 2023Q4: 1,791 shares; 2024Q1: 1,755 shares 1,755 $302K 0.01% -36 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,523 shares; 2023Q2: 5,872 shares; 2023Q3: 5,590 shares; 2023Q4: 7,785 shares; 2024Q1: 5,523 shares 5,523 $300K 0.01% -2,262 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9,510 shares; 2023Q2: 7,500 shares; 2023Q3: not reported; 2023Q4: 7,500 shares; 2024Q1: 7,500 shares 7,500 $295K 0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,702 shares; 2023Q2: 6,582 shares; 2023Q3: 6,382 shares; 2023Q4: 6,382 shares; 2024Q1: 5,451 shares 5,451 $274K 0.01% -931 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 760 shares; 2023Q2: 798 shares; 2023Q3: 798 shares; 2023Q4: 798 shares; 2024Q1: 756 shares 756 $268K 0.01% -42 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,769 shares; 2023Q2: 4,291 shares; 2023Q3: 3,816 shares; 2023Q4: 3,596 shares; 2024Q1: 3,281 shares 3,281 $262K 0.01% -315 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,961 shares; 2023Q2: 2,001 shares; 2023Q3: 1,968 shares; 2023Q4: 1,968 shares; 2024Q1: 1,968 shares 1,968 $256K 0.01% 0 Timeline CNMD CONMED CORP More: the full row for CONMED CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,209 shares; 2023Q2: 3,197 shares; 2023Q3: 3,197 shares; 2023Q4: 3,197 shares; 2024Q1: 3,197 shares 3,197 $256K 0.01% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,439 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,413 shares; 2024Q1: 1,435 shares 1,435 $254K 0.01% +22 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,600 shares; 2023Q2: 4,260 shares; 2023Q3: not reported; 2023Q4: 3,100 shares; 2024Q1: 3,100 shares 3,100 $249K 0.01% 0 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,000 shares 1,000 $244K 0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,892 shares; 2023Q2: 5,085 shares; 2023Q3: 5,165 shares; 2023Q4: 3,298 shares; 2024Q1: 3,174 shares 3,174 $243K 0.01% -124 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 463 shares; 2023Q3: 463 shares; 2023Q4: 463 shares; 2024Q1: 463 shares 463 $240K 0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,490 shares; 2024Q1: 3,490 shares 3,490 $239K 0.01% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 816 shares; 2023Q3: 816 shares; 2023Q4: 816 shares; 2024Q1: 816 shares 816 $236K 0.01% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,650 shares 2,650 $234K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,957 shares 2,957 $231K 0.01% new Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,057 shares; 2023Q2: 1,948 shares; 2023Q3: not reported; 2023Q4: 1,948 shares; 2024Q1: 1,948 shares 1,948 $230K 0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 7,846 shares 7,846 $228K 0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,972 shares; 2023Q2: 3,054 shares; 2023Q3: 2,939 shares; 2023Q4: 2,968 shares; 2024Q1: 2,759 shares 2,759 $227K 0.01% -209 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,456 shares; 2023Q2: 2,751 shares; 2023Q3: 3,197 shares; 2023Q4: 3,230 shares; 2024Q1: 2,630 shares 2,630 $226K 0.01% -600 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,690 shares; 2023Q2: 2,668 shares; 2023Q3: 2,640 shares; 2023Q4: 2,640 shares; 2024Q1: 2,640 shares 2,640 $226K 0.01% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,753 shares 3,753 $218K 0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,335 shares; 2023Q2: 4,288 shares; 2023Q3: 4,288 shares; 2023Q4: 4,764 shares; 2024Q1: 2,364 shares 2,364 $217K 0.01% -2,400 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,523 shares; 2023Q2: 5,523 shares; 2023Q3: 5,530 shares; 2023Q4: not reported; 2024Q1: 3,616 shares 3,616 $216K 0.01% new Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,984 shares; 2023Q2: 2,040 shares; 2023Q3: 2,201 shares; 2023Q4: 2,134 shares; 2024Q1: 1,484 shares 1,484 $215K 0.01% -650 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 219 shares 219 $213K 0.01% new Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 3,514 shares; 2023Q3: not reported; 2023Q4: 2,859 shares; 2024Q1: 2,859 shares 2,859 $212K 0.01% 0 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 920 shares 920 $208K 0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,855 shares 1,855 $207K 0.01% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,221 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,668 shares 1,668 $205K 0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 11,271 shares 11,271 $202K 0.01% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,233 shares 1,233 $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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,275 shares 4,275 $201K 0.01% new Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 17,557 shares 17,557 $153K <0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 107,659 shares; 2023Q2: not reported; 2023Q3: 107,659 shares; 2023Q4: 107,659 shares; 2024Q1: 107,659 shares 107,659 $26.9K <0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 14,000 shares; 2023Q2: not reported; 2023Q3: 14,000 shares; 2023Q4: 14,000 shares; 2024Q1: 14,000 shares 14,000 $18.5K <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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 12,000 shares; 2023Q2: not reported; 2023Q3: 12,000 shares; 2023Q4: 12,000 shares; 2024Q1: 12,000 shares 12,000 $11.4K <0.01% 0