NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 27,218 shares; 2023Q2: 26,035 shares; 2023Q3: 24,832 shares; 2023Q4: 24,423 shares; 2024Q1: 22,675 shares; 2024Q2: 221,795 shares 221,795 $27.4M 6.87% +199,120 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 252,006 shares; 2023Q2: 266,887 shares; 2023Q3: 302,849 shares; 2023Q4: 300,035 shares; 2024Q1: 301,698 shares; 2024Q2: 307,871 shares 307,871 $23.8M 5.97% +6,173 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 400,085 shares; 2023Q2: 401,025 shares; 2023Q3: 388,000 shares; 2023Q4: 409,185 shares; 2024Q1: 409,910 shares; 2024Q2: 408,475 shares 408,475 $20.9M 5.25% -1,435 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 80,851 shares; 2023Q2: 79,735 shares; 2023Q3: 79,441 shares; 2023Q4: 79,420 shares; 2024Q1: 79,379 shares; 2024Q2: 78,872 shares 78,872 $14.4M 3.6% -507 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 74,955 shares; 2023Q2: 73,709 shares; 2023Q3: 73,873 shares; 2023Q4: 74,052 shares; 2024Q1: 73,823 shares; 2024Q2: 73,583 shares 73,583 $14.2M 3.57% -240 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 33,175 shares; 2023Q2: 31,565 shares; 2023Q3: 31,653 shares; 2023Q4: 31,418 shares; 2024Q1: 30,510 shares; 2024Q2: 30,742 shares 30,742 $13.7M 3.45% +232 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 67,147 shares; 2023Q2: 64,760 shares; 2023Q3: 65,308 shares; 2023Q4: 64,907 shares; 2024Q1: 65,042 shares; 2024Q2: 62,890 shares 62,890 $13.2M 3.32% -2,152 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 54,273 shares; 2023Q2: 52,104 shares; 2023Q3: 52,314 shares; 2023Q4: 52,114 shares; 2024Q1: 51,812 shares; 2024Q2: 50,771 shares 50,771 $10.3M 2.58% -1,041 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 205,250 shares; 2023Q2: 206,475 shares; 2023Q3: 206,475 shares; 2023Q4: 206,700 shares; 2024Q1: 206,600 shares; 2024Q2: 200,600 shares 200,600 $9.93M 2.49% -6,000 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 32,682 shares; 2023Q2: 30,554 shares; 2023Q3: 30,464 shares; 2023Q4: 30,257 shares; 2024Q1: 29,220 shares; 2024Q2: 29,032 shares 29,032 $9.84M 2.47% -188 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 66,235 shares; 2023Q2: 44,958 shares; 2023Q3: 45,004 shares; 2023Q4: 42,670 shares; 2024Q1: 42,971 shares; 2024Q2: 42,783 shares 42,783 $8.68M 2.18% -188 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 36,998 shares; 2023Q2: 36,899 shares; 2023Q3: 36,844 shares; 2023Q4: 40,645 shares; 2024Q1: 40,646 shares; 2024Q2: 39,537 shares 39,537 $8.62M 2.16% -1,109 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9,910 shares; 2023Q2: 9,847 shares; 2023Q3: 9,867 shares; 2023Q4: 9,851 shares; 2024Q1: 9,674 shares; 2024Q2: 9,627 shares 9,627 $8.18M 2.05% -47 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 7,545 shares; 2023Q2: 7,545 shares; 2023Q3: 7,545 shares; 2023Q4: 7,545 shares; 2024Q1: 7,545 shares; 2024Q2: 7,545 shares 7,545 $6.83M 1.71% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 24,799 shares; 2023Q2: 24,760 shares; 2023Q3: 24,760 shares; 2023Q4: 24,825 shares; 2024Q1: 24,786 shares; 2024Q2: 24,449 shares 24,449 $6.42M 1.61% -337 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 10,839 shares; 2023Q2: 10,793 shares; 2023Q3: 11,154 shares; 2023Q4: 11,214 shares; 2024Q1: 10,962 shares; 2024Q2: 10,495 shares 10,495 $5.74M 1.44% -467 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 189,603 shares; 2023Q2: 101,817 shares; 2023Q3: 99,283 shares; 2023Q4: 112,724 shares; 2024Q1: 111,706 shares; 2024Q2: 111,690 shares 111,690 $5.52M 1.38% -16 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 68,225 shares; 2023Q2: 68,226 shares; 2023Q3: 68,226 shares; 2023Q4: 68,373 shares; 2024Q1: 68,498 shares; 2024Q2: 68,314 shares 68,314 $5.35M 1.34% -184 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 16,719 shares; 2023Q2: 16,576 shares; 2023Q3: 16,735 shares; 2023Q4: 16,771 shares; 2024Q1: 16,336 shares; 2024Q2: 16,246 shares 16,246 $5.08M 1.27% -90 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 42,375 shares; 2023Q2: 40,914 shares; 2023Q3: 40,833 shares; 2023Q4: 41,028 shares; 2024Q1: 40,785 shares; 2024Q2: 40,338 shares 40,338 $4.99M 1.25% -447 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9,581 shares; 2023Q2: 9,566 shares; 2023Q3: 9,616 shares; 2023Q4: 9,611 shares; 2024Q1: 9,606 shares; 2024Q2: 9,642 shares 9,642 $4.91M 1.23% +36 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 19,256 shares; 2023Q2: 19,116 shares; 2023Q3: 18,636 shares; 2023Q4: 18,636 shares; 2024Q1: 18,601 shares; 2024Q2: 18,441 shares 18,441 $4.74M 1.19% -160 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,125 shares; 2023Q2: 54,525 shares; 2023Q3: 12,625 shares; 2023Q4: 63,975 shares; 2024Q1: 91,315 shares; 2024Q2: 91,315 shares 91,315 $4.68M 1.17% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 72,773 shares; 2023Q2: 71,327 shares; 2023Q3: 74,728 shares; 2023Q4: 65,535 shares; 2024Q1: 66,922 shares; 2024Q2: 64,289 shares 64,289 $4.67M 1.17% -2,633 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 86,953 shares; 2023Q2: 86,850 shares; 2023Q3: 88,599 shares; 2023Q4: 86,873 shares; 2024Q1: 88,178 shares; 2024Q2: 85,762 shares 85,762 $4.59M 1.15% -2,416 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 36,827 shares; 2023Q2: 26,005 shares; 2023Q3: 26,190 shares; 2023Q4: 30,505 shares; 2024Q1: 30,380 shares; 2024Q2: 30,393 shares 30,393 $4.43M 1.11% +13 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 12,949 shares; 2023Q2: 12,949 shares; 2023Q3: 32,384 shares; 2023Q4: 27,606 shares; 2024Q1: 27,476 shares; 2024Q2: 25,329 shares 25,329 $4.18M 1.05% -2,147 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,953 shares; 2023Q2: 7,192 shares; 2023Q3: 7,171 shares; 2023Q4: 7,244 shares; 2024Q1: 7,058 shares; 2024Q2: 7,183 shares 7,183 $3.91M 0.98% +125 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 26,615 shares; 2023Q2: 26,461 shares; 2023Q3: 26,553 shares; 2023Q4: 26,555 shares; 2024Q1: 26,463 shares; 2024Q2: 25,919 shares 25,919 $3.79M 0.95% -544 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 38,818 shares; 2023Q2: 41,817 shares; 2023Q3: 42,179 shares; 2023Q4: 40,367 shares; 2024Q1: 40,638 shares; 2024Q2: 40,823 shares 40,823 $3.72M 0.93% +185 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 135,471 shares; 2023Q2: 83,181 shares; 2023Q3: 78,644 shares; 2023Q4: 81,178 shares; 2024Q1: 80,435 shares; 2024Q2: 80,248 shares 80,248 $3.51M 0.88% -187 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 22,060 shares; 2023Q2: 19,505 shares; 2023Q3: 19,505 shares; 2023Q4: 19,505 shares; 2024Q1: 19,440 shares; 2024Q2: 19,040 shares 19,040 $3.49M 0.88% -400 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 46,444 shares; 2023Q2: 45,746 shares; 2023Q3: 45,867 shares; 2023Q4: 46,859 shares; 2024Q1: 47,977 shares; 2024Q2: 49,569 shares 49,569 $3.38M 0.85% +1,592 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 60,112 shares; 2024Q2: 60,112 shares 60,112 $3.2M 0.8% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 40,615 shares; 2023Q2: 33,295 shares; 2023Q3: 33,245 shares; 2023Q4: 33,245 shares; 2024Q1: 33,094 shares; 2024Q2: 31,603 shares 31,603 $3.16M 0.79% -1,491 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 35,867 shares; 2023Q2: 31,123 shares; 2023Q3: 30,529 shares; 2023Q4: 30,674 shares; 2024Q1: 31,074 shares; 2024Q2: 31,399 shares 31,399 $3.15M 0.79% +325 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 11,204 shares; 2023Q2: 10,444 shares; 2023Q3: 10,469 shares; 2023Q4: 10,328 shares; 2024Q1: 10,283 shares; 2024Q2: 10,264 shares 10,264 $3.11M 0.78% -19 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 39,383 shares; 2023Q2: 39,619 shares; 2023Q3: 39,419 shares; 2023Q4: 37,360 shares; 2024Q1: 36,869 shares; 2024Q2: 35,964 shares 35,964 $3.08M 0.77% -905 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 13,833 shares; 2023Q2: 13,531 shares; 2023Q3: 13,198 shares; 2023Q4: 13,163 shares; 2024Q1: 13,186 shares; 2024Q2: 11,947 shares 11,947 $3.04M 0.76% -1,239 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 42,504 shares; 2023Q2: 39,494 shares; 2023Q3: 39,461 shares; 2023Q4: 39,440 shares; 2024Q1: 39,381 shares; 2024Q2: 38,942 shares 38,942 $3.03M 0.76% -439 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,967 shares; 2023Q2: 4,967 shares; 2023Q3: 4,967 shares; 2023Q4: 4,969 shares; 2024Q1: 4,970 shares; 2024Q2: 4,970 shares 4,970 $2.87M 0.72% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 55,795 shares; 2023Q2: 74,101 shares; 2023Q3: 73,578 shares; 2023Q4: 73,580 shares; 2024Q1: 68,798 shares; 2024Q2: 67,393 shares 67,393 $2.77M 0.7% -1,405 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 29,628 shares; 2023Q2: 23,869 shares; 2023Q3: 23,339 shares; 2023Q4: 23,504 shares; 2024Q1: 23,493 shares; 2024Q2: 23,188 shares 23,188 $2.75M 0.69% -305 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 19,630 shares; 2023Q2: 19,510 shares; 2023Q3: 18,850 shares; 2023Q4: 18,676 shares; 2024Q1: 18,856 shares; 2024Q2: 19,169 shares 19,169 $2.63M 0.66% +313 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 30,837 shares; 2023Q2: 29,598 shares; 2023Q3: 29,229 shares; 2023Q4: 29,009 shares; 2024Q1: 29,160 shares; 2024Q2: 29,442 shares 29,442 $2.6M 0.65% +282 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 47,861 shares; 2023Q2: 17,843 shares; 2023Q3: 48,993 shares; 2023Q4: 20,150 shares; 2024Q1: 30,991 shares; 2024Q2: 32,219 shares 32,219 $2.58M 0.65% +1,228 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 11,989 shares; 2023Q2: 11,519 shares; 2023Q3: 11,389 shares; 2023Q4: 11,328 shares; 2024Q1: 11,216 shares; 2024Q2: 11,241 shares 11,241 $2.51M 0.63% +25 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 20,824 shares; 2023Q2: 20,824 shares; 2023Q3: 20,524 shares; 2023Q4: 20,524 shares; 2024Q1: 20,524 shares; 2024Q2: 20,524 shares 20,524 $2.45M 0.62% 0 Timeline LAM RESEARCH CORP LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,275 shares; 2023Q2: 2,275 shares; 2023Q3: 2,275 shares; 2023Q4: 2,275 shares; 2024Q1: 2,255 shares; 2024Q2: 2,260 shares 2,260 $2.41M 0.6% +5 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 13,370 shares; 2023Q2: 13,370 shares; 2023Q3: 13,370 shares; 2023Q4: 13,370 shares; 2024Q1: 13,370 shares; 2024Q2: 13,370 shares 13,370 $2.32M 0.58% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 24,650 shares; 2023Q2: 21,920 shares; 2023Q3: 21,920 shares; 2023Q4: 21,920 shares; 2024Q1: 21,920 shares; 2024Q2: 21,920 shares 21,920 $2.31M 0.58% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 26,934 shares; 2023Q2: 26,934 shares; 2023Q3: 26,934 shares; 2023Q4: 26,934 shares; 2024Q1: 26,747 shares; 2024Q2: 29,266 shares 29,266 $2.13M 0.53% +2,519 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9,620 shares; 2023Q2: 9,620 shares; 2023Q3: 9,620 shares; 2023Q4: 9,620 shares; 2024Q1: 9,750 shares; 2024Q2: 9,750 shares 9,750 $2.1M 0.53% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 12,438 shares; 2023Q2: 11,936 shares; 2023Q3: 11,936 shares; 2023Q4: 11,936 shares; 2024Q1: 11,936 shares; 2024Q2: 11,936 shares 11,936 $2.07M 0.52% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,280 shares; 2023Q2: 5,280 shares; 2023Q3: 5,280 shares; 2023Q4: 5,280 shares; 2024Q1: 5,241 shares; 2024Q2: 5,252 shares 5,252 $1.96M 0.49% +11 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 15,843 shares; 2023Q2: 11,333 shares; 2023Q3: 11,203 shares; 2023Q4: 11,178 shares; 2024Q1: 10,456 shares; 2024Q2: 10,305 shares 10,305 $1.88M 0.47% -151 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,930 shares; 2023Q2: 3,930 shares; 2023Q3: 3,930 shares; 2023Q4: 3,930 shares; 2024Q1: 3,930 shares; 2024Q2: 3,930 shares 3,930 $1.84M 0.46% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 16,644 shares; 2023Q2: 15,821 shares; 2023Q3: 16,267 shares; 2023Q4: 16,267 shares; 2024Q1: 16,787 shares; 2024Q2: 15,987 shares 15,987 $1.84M 0.46% -800 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 8,405 shares; 2023Q2: 8,395 shares; 2023Q3: 7,805 shares; 2023Q4: 7,530 shares; 2024Q1: 5,895 shares; 2024Q2: 5,848 shares 5,848 $1.75M 0.44% -47 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 57,780 shares; 2023Q2: 39,952 shares; 2023Q3: 39,340 shares; 2023Q4: 42,711 shares; 2024Q1: 43,299 shares; 2024Q2: 44,674 shares 44,674 $1.74M 0.44% +1,375 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,902 shares; 2023Q2: 2,907 shares; 2023Q3: 2,911 shares; 2023Q4: 2,915 shares; 2024Q1: 2,918 shares; 2024Q2: 2,922 shares 2,922 $1.71M 0.43% +4 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 11,668 shares; 2023Q2: 11,498 shares; 2023Q3: 11,098 shares; 2023Q4: 11,008 shares; 2024Q1: 10,865 shares; 2024Q2: 10,898 shares 10,898 $1.62M 0.41% +33 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 22,485 shares; 2023Q2: 22,391 shares; 2023Q3: 22,342 shares; 2023Q4: 21,243 shares; 2024Q1: 21,235 shares; 2024Q2: 20,993 shares 20,993 $1.61M 0.4% -242 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,510 shares; 2023Q2: 2,510 shares; 2023Q3: 2,510 shares; 2023Q4: 2,510 shares; 2024Q1: 2,862 shares; 2024Q2: 2,862 shares 2,862 $1.59M 0.4% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,334 shares; 2023Q2: 3,195 shares; 2023Q3: 3,428 shares; 2023Q4: 3,353 shares; 2024Q1: 3,353 shares; 2024Q2: 3,353 shares 3,353 $1.48M 0.37% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,473 shares; 2023Q2: 2,836 shares; 2023Q3: 2,838 shares; 2023Q4: 2,912 shares; 2024Q1: 2,926 shares; 2024Q2: 2,927 shares 2,927 $1.46M 0.37% +1 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,399 shares; 2023Q4: 1,399 shares; 2024Q1: 1,399 shares; 2024Q2: 1,399 shares 1,399 $1.43M 0.36% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,830 shares; 2023Q2: 2,800 shares; 2023Q3: 2,770 shares; 2023Q4: 2,740 shares; 2024Q1: 2,723 shares; 2024Q2: 2,768 shares 2,768 $1.4M 0.35% +45 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 55,432 shares; 2023Q2: 31,319 shares; 2023Q3: 30,686 shares; 2023Q4: 31,904 shares; 2024Q1: 32,381 shares; 2024Q2: 33,324 shares 33,324 $1.32M 0.33% +943 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 805 shares 805 $1.32M 0.33% new Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 21,729 shares; 2023Q2: 21,979 shares; 2023Q3: 22,429 shares; 2023Q4: 22,429 shares; 2024Q1: 22,429 shares; 2024Q2: 22,429 shares 22,429 $1.3M 0.33% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 16,930 shares; 2023Q2: 9,855 shares; 2023Q3: 9,640 shares; 2023Q4: 9,698 shares; 2024Q1: 9,561 shares; 2024Q2: 9,495 shares 9,495 $1.16M 0.29% -66 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 13,635 shares; 2024Q1: 18,770 shares; 2024Q2: 18,770 shares 18,770 $1.14M 0.29% 0 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 52,770 shares; 2023Q2: 13,005 shares; 2023Q3: 12,940 shares; 2023Q4: 13,275 shares; 2024Q1: 13,275 shares; 2024Q2: 10,725 shares 10,725 $1.12M 0.28% -2,550 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 16,322 shares; 2023Q2: 16,022 shares; 2023Q3: 17,189 shares; 2023Q4: 17,189 shares; 2024Q1: 16,767 shares; 2024Q2: 16,767 shares 16,767 $1.07M 0.27% 0 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 28,460 shares; 2023Q2: 25,840 shares; 2023Q3: 25,840 shares; 2023Q4: 24,945 shares; 2024Q1: 20,185 shares; 2024Q2: 20,885 shares 20,885 $1.06M 0.26% +700 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,686 shares; 2023Q2: 5,686 shares; 2023Q3: 5,186 shares; 2023Q4: 5,171 shares; 2024Q1: 5,126 shares; 2024Q2: 5,126 shares 5,126 $1.04M 0.26% 0 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 16,511 shares; 2023Q2: 10,881 shares; 2023Q3: 10,881 shares; 2023Q4: 10,986 shares; 2024Q1: 11,176 shares; 2024Q2: 11,176 shares 11,176 $1.04M 0.26% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,413 shares; 2023Q2: 6,287 shares; 2023Q3: 6,338 shares; 2023Q4: 6,339 shares; 2024Q1: 6,279 shares; 2024Q2: 6,282 shares 6,282 $1.04M 0.26% +3 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 16,420 shares; 2023Q2: 15,608 shares; 2023Q3: 14,085 shares; 2023Q4: 12,090 shares; 2024Q1: 12,090 shares; 2024Q2: 12,090 shares 12,090 $1.03M 0.26% 0 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 11,475 shares; 2023Q2: 11,330 shares; 2023Q3: 11,330 shares; 2023Q4: 10,160 shares; 2024Q1: 10,160 shares; 2024Q2: 9,910 shares 9,910 $919K 0.23% -250 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 21,808 shares; 2023Q2: 21,808 shares; 2023Q3: 21,838 shares; 2023Q4: 21,838 shares; 2024Q1: 21,838 shares; 2024Q2: 21,838 shares 21,838 $907K 0.23% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,116 shares; 2023Q2: 5,116 shares; 2023Q3: 5,116 shares; 2023Q4: 5,116 shares; 2024Q1: 5,116 shares; 2024Q2: 5,116 shares 5,116 $877K 0.22% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,486 shares; 2023Q2: 5,290 shares; 2023Q3: 5,444 shares; 2023Q4: 5,449 shares; 2024Q1: 5,454 shares; 2024Q2: 5,459 shares 5,459 $854K 0.21% +5 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 14,425 shares; 2023Q2: 13,000 shares; 2023Q3: 13,000 shares; 2023Q4: 13,000 shares; 2024Q1: 13,000 shares; 2024Q2: 13,000 shares 13,000 $850K 0.21% 0 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,611 shares; 2023Q2: 4,666 shares; 2023Q3: 4,616 shares; 2023Q4: 6,171 shares; 2024Q1: 6,421 shares; 2024Q2: 6,541 shares 6,541 $834K 0.21% +120 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,510 shares; 2023Q2: 3,510 shares; 2023Q3: 3,415 shares; 2023Q4: 3,415 shares; 2024Q1: 3,413 shares; 2024Q2: 3,371 shares 3,371 $793K 0.2% -42 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,650 shares; 2023Q2: 4,835 shares; 2023Q3: 4,835 shares; 2023Q4: 4,835 shares; 2024Q1: 4,835 shares; 2024Q2: 4,835 shares 4,835 $677K 0.17% 0 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 8,500 shares; 2023Q2: 8,500 shares; 2023Q3: 8,500 shares; 2023Q4: 8,500 shares; 2024Q1: 8,500 shares; 2024Q2: 8,500 shares 8,500 $663K 0.17% 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 24,083 shares; 2023Q2: 19,878 shares; 2023Q3: 19,453 shares; 2023Q4: 8,792 shares; 2024Q1: 8,397 shares; 2024Q2: 8,294 shares 8,294 $653K 0.16% -103 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 7,069 shares; 2023Q2: 6,408 shares; 2023Q3: 6,258 shares; 2023Q4: 6,269 shares; 2024Q1: 6,269 shares; 2024Q2: 6,269 shares 6,269 $622K 0.16% 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,014 shares; 2023Q2: 3,014 shares; 2023Q3: 3,014 shares; 2023Q4: 3,014 shares; 2024Q1: 3,014 shares; 2024Q2: 2,864 shares 2,864 $612K 0.15% -150 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 18,974 shares; 2023Q2: 18,974 shares; 2023Q3: 18,974 shares; 2023Q4: 11,679 shares; 2024Q1: 11,679 shares; 2024Q2: 10,479 shares 10,479 $525K 0.13% -1,200 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9,782 shares; 2023Q2: 9,178 shares; 2023Q3: 8,685 shares; 2023Q4: 8,692 shares; 2024Q1: 8,697 shares; 2024Q2: 8,702 shares 8,702 $517K 0.13% +5 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,784 shares; 2023Q2: 5,533 shares; 2023Q3: 5,533 shares; 2023Q4: 5,533 shares; 2024Q1: 5,533 shares; 2024Q2: 5,533 shares 5,533 $495K 0.12% 0 Timeline FMAT FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9,940 shares; 2023Q2: 9,940 shares; 2023Q3: 9,940 shares; 2023Q4: 9,940 shares; 2024Q1: 9,940 shares; 2024Q2: 9,940 shares 9,940 $491K 0.12% 0 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,540 shares; 2023Q2: 1,540 shares; 2023Q3: 1,540 shares; 2023Q4: 1,540 shares; 2024Q1: 1,540 shares; 2024Q2: 1,540 shares 1,540 $481K 0.12% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,675 shares; 2023Q2: 4,675 shares; 2023Q3: 4,675 shares; 2023Q4: 4,675 shares; 2024Q1: 4,475 shares; 2024Q2: 4,475 shares 4,475 $464K 0.12% 0 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 18,695 shares; 2023Q2: 9,750 shares; 2023Q3: 9,750 shares; 2023Q4: 9,750 shares; 2024Q1: 9,750 shares; 2024Q2: 9,750 shares 9,750 $462K 0.12% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,316 shares; 2023Q2: 4,973 shares; 2023Q3: 4,869 shares; 2023Q4: 4,830 shares; 2024Q1: 5,077 shares; 2024Q2: 5,426 shares 5,426 $454K 0.11% +349 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,205 shares; 2023Q2: 4,205 shares; 2023Q3: 4,205 shares; 2023Q4: 4,205 shares; 2024Q1: 4,205 shares; 2024Q2: 4,205 shares 4,205 $421K 0.11% 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,720 shares; 2023Q2: 1,720 shares; 2023Q3: 1,720 shares; 2023Q4: 1,720 shares; 2024Q1: 1,720 shares; 2024Q2: 1,720 shares 1,720 $408K 0.1% 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 119 shares; 2023Q2: 119 shares; 2023Q3: 104 shares; 2023Q4: 104 shares; 2024Q1: 102 shares; 2024Q2: 102 shares 102 $404K 0.1% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 15,246 shares; 2023Q2: 8,214 shares; 2023Q3: 9,739 shares; 2023Q4: 9,739 shares; 2024Q1: 9,739 shares; 2024Q2: 9,739 shares 9,739 $402K 0.1% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 40,858 shares; 2023Q2: 17,081 shares; 2023Q3: 15,929 shares; 2023Q4: 15,914 shares; 2024Q1: 18,376 shares; 2024Q2: 6,860 shares 6,860 $398K 0.1% -11,516 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 10,330 shares; 2023Q2: 10,330 shares; 2023Q3: 10,330 shares; 2023Q4: 10,330 shares; 2024Q1: 10,330 shares; 2024Q2: 10,330 shares 10,330 $393K 0.1% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,778 shares; 2023Q2: 4,778 shares; 2023Q3: 4,253 shares; 2023Q4: 4,253 shares; 2024Q1: 4,203 shares; 2024Q2: 3,803 shares 3,803 $389K 0.1% -400 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,846 shares; 2023Q2: 3,246 shares; 2023Q3: 3,246 shares; 2023Q4: 3,246 shares; 2024Q1: 3,246 shares; 2024Q2: 3,246 shares 3,246 $371K 0.09% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,500 shares; 2023Q2: 2,220 shares; 2023Q3: 2,466 shares; 2023Q4: 2,481 shares; 2024Q1: 2,495 shares; 2024Q2: 2,510 shares 2,510 $354K 0.09% +15 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,131 shares; 2023Q2: 2,076 shares; 2023Q3: 1,719 shares; 2023Q4: 1,719 shares; 2024Q1: 1,705 shares; 2024Q2: 1,705 shares 1,705 $337K 0.08% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,953 shares; 2023Q2: 1,878 shares; 2023Q3: 1,820 shares; 2023Q4: 1,820 shares; 2024Q1: 1,820 shares; 2024Q2: 1,820 shares 1,820 $331K 0.08% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,247 shares; 2023Q2: 3,247 shares; 2023Q3: 3,300 shares; 2023Q4: 3,300 shares; 2024Q1: 3,300 shares; 2024Q2: 3,050 shares 3,050 $317K 0.08% -250 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 16,420 shares; 2023Q2: 15,368 shares; 2023Q3: 11,493 shares; 2023Q4: 11,028 shares; 2024Q1: 11,028 shares; 2024Q2: 11,028 shares 11,028 $309K 0.08% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 10,512 shares; 2023Q2: 9,223 shares; 2023Q3: 9,034 shares; 2023Q4: 9,469 shares; 2024Q1: 3,715 shares; 2024Q2: 2,538 shares 2,538 $297K 0.07% -1,177 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,600 shares; 2023Q2: 2,600 shares; 2023Q3: 2,600 shares; 2023Q4: 2,600 shares; 2024Q1: 2,440 shares; 2024Q2: 2,440 shares 2,440 $288K 0.07% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,070 shares; 2023Q2: 4,070 shares; 2023Q3: 4,070 shares; 2023Q4: 4,070 shares; 2024Q1: 4,070 shares; 2024Q2: 4,070 shares 4,070 $272K 0.07% 0 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,550 shares; 2023Q2: 2,550 shares; 2023Q3: 2,550 shares; 2023Q4: 2,550 shares; 2024Q1: 2,550 shares; 2024Q2: 2,550 shares 2,550 $271K 0.07% 0 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,070 shares; 2023Q2: 2,070 shares; 2023Q3: 2,070 shares; 2023Q4: 2,070 shares; 2024Q1: 2,070 shares; 2024Q2: 1,960 shares 1,960 $271K 0.07% -110 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,710 shares; 2023Q2: 6,710 shares; 2023Q3: 7,310 shares; 2023Q4: 7,310 shares; 2024Q1: 7,310 shares; 2024Q2: 7,310 shares 7,310 $260K 0.07% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,767 shares; 2023Q2: 1,767 shares; 2023Q3: 1,767 shares; 2023Q4: 1,767 shares; 2024Q1: 1,707 shares; 2024Q2: 1,707 shares 1,707 $257K 0.06% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,968 shares; 2023Q2: 1,703 shares; 2023Q3: 1,712 shares; 2023Q4: 1,721 shares; 2024Q1: 1,730 shares; 2024Q2: 1,741 shares 1,741 $238K 0.06% +11 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,460 shares; 2023Q2: 1,463 shares; 2023Q3: 1,465 shares; 2023Q4: 1,467 shares; 2024Q1: 1,469 shares; 2024Q2: 1,471 shares 1,471 $233K 0.06% +2 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,225 shares; 2023Q2: 1,075 shares; 2023Q3: 1,075 shares; 2023Q4: 1,075 shares; 2024Q1: 1,075 shares; 2024Q2: 1,075 shares 1,075 $229K 0.06% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 701 shares; 2023Q2: 666 shares; 2023Q3: 666 shares; 2023Q4: 666 shares; 2024Q1: 666 shares; 2024Q2: 666 shares 666 $229K 0.06% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,144 shares; 2023Q2: 2,019 shares; 2023Q3: 1,919 shares; 2023Q4: 1,270 shares; 2024Q1: 995 shares; 2024Q2: 925 shares 925 $209K 0.05% -70 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,195 shares; 2023Q2: 2,915 shares; 2023Q3: 2,915 shares; 2023Q4: 2,915 shares; 2024Q1: 2,933 shares; 2024Q2: 2,933 shares 2,933 $208K 0.05% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,219 shares; 2023Q2: 5,255 shares; 2023Q3: 5,296 shares; 2023Q4: 5,345 shares; 2024Q1: 5,399 shares; 2024Q2: 4,854 shares 4,854 $202K 0.05% -545 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,075 shares; 2023Q2: 4,075 shares; 2023Q3: 4,075 shares; 2023Q4: 4,075 shares; 2024Q1: 4,075 shares; 2024Q2: 4,075 shares 4,075 $198K 0.05% 0 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 13,615 shares; 2023Q2: 3,405 shares; 2023Q3: 3,405 shares; 2023Q4: 3,405 shares; 2024Q1: 3,405 shares; 2024Q2: 3,405 shares 3,405 $197K 0.05% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,750 shares; 2023Q2: 4,750 shares; 2023Q3: 4,750 shares; 2023Q4: 4,750 shares; 2024Q1: 4,750 shares; 2024Q2: 4,750 shares 4,750 $185K 0.05% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 395 shares; 2023Q2: 395 shares; 2023Q3: 395 shares; 2023Q4: 395 shares; 2024Q1: 395 shares; 2024Q2: 395 shares 395 $185K 0.05% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 514 shares; 2023Q2: 514 shares; 2023Q3: 514 shares; 2023Q4: 615 shares; 2024Q1: 615 shares; 2024Q2: 615 shares 615 $164K 0.04% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,150 shares; 2023Q2: 2,150 shares; 2023Q3: 2,150 shares; 2023Q4: 2,150 shares; 2024Q1: 2,150 shares; 2024Q2: 2,150 shares 2,150 $162K 0.04% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 584 shares; 2023Q2: 584 shares; 2023Q3: 584 shares; 2023Q4: 584 shares; 2024Q1: 585 shares; 2024Q2: 596 shares 596 $159K 0.04% +11 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,074 shares; 2023Q2: 1,074 shares; 2023Q3: 1,074 shares; 2023Q4: 1,073 shares; 2024Q1: 1,073 shares; 2024Q2: 1,073 shares 1,073 $159K 0.04% 0 Timeline ARISTA NETWORKS INC ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 900 shares; 2023Q2: 450 shares; 2023Q3: 450 shares; 2023Q4: 450 shares; 2024Q1: 450 shares; 2024Q2: 450 shares 450 $158K 0.04% 0 VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,287 shares; 2023Q2: 1,293 shares; 2023Q3: 1,297 shares; 2023Q4: 1,304 shares; 2024Q1: 1,307 shares; 2024Q2: 1,313 shares 1,313 $156K 0.04% +6 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,999 shares; 2023Q2: 1,199 shares; 2023Q3: 1,199 shares; 2023Q4: 1,199 shares; 2024Q1: 1,199 shares; 2024Q2: 1,199 shares 1,199 $151K 0.04% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 7,155 shares; 2023Q2: 4,455 shares; 2023Q3: 4,455 shares; 2023Q4: 4,455 shares; 2024Q1: 4,455 shares; 2024Q2: 4,455 shares 4,455 $149K 0.04% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,088 shares; 2023Q2: 1,829 shares; 2023Q3: 1,831 shares; 2023Q4: 1,832 shares; 2024Q1: 1,833 shares; 2024Q2: 1,834 shares 1,834 $148K 0.04% +1 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,950 shares; 2023Q2: 1,950 shares; 2023Q3: 1,950 shares; 2023Q4: 1,950 shares; 2024Q1: 1,950 shares; 2024Q2: 1,950 shares 1,950 $141K 0.04% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,010 shares; 2023Q2: 1,010 shares; 2023Q3: 1,010 shares; 2023Q4: 1,010 shares; 2024Q1: 1,010 shares; 2024Q2: 1,010 shares 1,010 $140K 0.04% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 500 shares 500 $138K 0.03% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 12,599 shares; 2023Q2: 10,399 shares; 2023Q3: 10,399 shares; 2023Q4: 10,399 shares; 2024Q1: 10,399 shares; 2024Q2: 10,399 shares 10,399 $130K 0.03% 0 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,200 shares; 2023Q2: 1,200 shares; 2023Q3: 1,200 shares; 2023Q4: 1,200 shares; 2024Q1: 1,200 shares; 2024Q2: 1,200 shares 1,200 $130K 0.03% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,592 shares; 2023Q2: 1,592 shares; 2023Q3: 1,592 shares; 2023Q4: 1,592 shares; 2024Q1: 1,592 shares; 2024Q2: 1,592 shares 1,592 $125K 0.03% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 7,719 shares; 2023Q2: 6,455 shares; 2023Q3: 6,455 shares; 2023Q4: 6,455 shares; 2024Q1: 6,455 shares; 2024Q2: 6,455 shares 6,455 $123K 0.03% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 596 shares; 2023Q2: 596 shares; 2023Q3: 596 shares; 2023Q4: 596 shares; 2024Q1: 596 shares; 2024Q2: 596 shares 596 $121K 0.03% 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,200 shares; 2023Q2: 1,200 shares; 2023Q3: 1,200 shares; 2023Q4: 1,200 shares; 2024Q1: 1,200 shares; 2024Q2: 1,200 shares 1,200 $116K 0.03% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 446 shares; 2023Q2: 446 shares; 2023Q3: 446 shares; 2023Q4: 446 shares; 2024Q1: 446 shares; 2024Q2: 446 shares 446 $114K 0.03% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,341 shares; 2023Q2: 143 shares; 2023Q3: 1,345 shares; 2023Q4: 1,347 shares; 2024Q1: 1,349 shares; 2024Q2: 2,274 shares 2,274 $111K 0.03% +925 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 478 shares; 2023Q2: 478 shares; 2023Q3: 478 shares; 2023Q4: 478 shares; 2024Q1: 478 shares; 2024Q2: 478 shares 478 $109K 0.03% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 837 shares; 2023Q2: 837 shares; 2023Q3: 837 shares; 2023Q4: 837 shares; 2024Q1: 837 shares; 2024Q2: 837 shares 837 $101K 0.03% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 380 shares; 2023Q2: 265 shares; 2023Q3: 265 shares; 2023Q4: 265 shares; 2024Q1: 265 shares; 2024Q2: 265 shares 265 $99.3K 0.02% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,265 shares; 2023Q2: 1,265 shares; 2023Q3: 1,265 shares; 2023Q4: 1,265 shares; 2024Q1: 1,265 shares; 2024Q2: 1,265 shares 1,265 $93.6K 0.02% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 211 shares; 2023Q2: 211 shares; 2023Q3: 211 shares; 2023Q4: 211 shares; 2024Q1: 206 shares; 2024Q2: 116 shares 116 $91.3K 0.02% -90 FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,920 shares; 2023Q2: 3,920 shares; 2023Q3: 3,920 shares; 2023Q4: 3,920 shares; 2024Q1: 3,919 shares; 2024Q2: 3,573 shares 3,573 $89.6K 0.02% -346 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 276 shares; 2023Q2: 276 shares; 2023Q3: 443 shares; 2023Q4: 443 shares; 2024Q1: 443 shares; 2024Q2: 443 shares 443 $76.8K 0.02% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 600 shares; 2023Q2: 600 shares; 2023Q3: 600 shares; 2023Q4: 600 shares; 2024Q1: 600 shares; 2024Q2: 600 shares 600 $76.3K 0.02% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 220 shares; 2023Q2: 221 shares; 2023Q3: 222 shares; 2023Q4: 222 shares; 2024Q1: 223 shares; 2024Q2: 223 shares 223 $74.3K 0.02% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,322 shares; 2023Q2: 1,322 shares; 2023Q3: 1,322 shares; 2023Q4: 1,322 shares; 2024Q1: 1,322 shares; 2024Q2: 1,322 shares 1,322 $70.1K 0.02% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 99 shares; 2023Q2: 99 shares; 2023Q3: 105 shares; 2023Q4: 77 shares; 2024Q1: 82 shares; 2024Q2: 146 shares 146 $70K 0.02% +64 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 282 shares; 2023Q2: 282 shares; 2023Q3: 282 shares; 2023Q4: 372 shares; 2024Q1: 372 shares; 2024Q2: 352 shares 352 $67.8K 0.02% -20 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 175 shares; 2023Q2: 175 shares; 2023Q3: 175 shares; 2023Q4: 175 shares; 2024Q1: 175 shares; 2024Q2: 175 shares 175 $67.5K 0.02% 0 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 800 shares; 2023Q2: 800 shares; 2023Q3: 800 shares; 2023Q4: 800 shares; 2024Q1: 800 shares; 2024Q2: 800 shares 800 $67.1K 0.02% 0 Timeline AMERICAN WELL CORP AMERICAN WELL CORP More: the full row for AMERICAN WELL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 200,000 shares; 2023Q2: 200,000 shares; 2023Q3: 200,000 shares; 2023Q4: 200,000 shares; 2024Q1: 200,000 shares; 2024Q2: 200,000 shares 200,000 $65K 0.02% 0 SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,395 shares; 2023Q2: 2,395 shares; 2023Q3: 2,395 shares; 2023Q4: 2,395 shares; 2024Q1: 2,395 shares; 2024Q2: 2,395 shares 2,395 $63.6K 0.02% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 810 shares; 2023Q2: 810 shares; 2023Q3: 810 shares; 2023Q4: 810 shares; 2024Q1: 810 shares; 2024Q2: 810 shares 810 $60.1K 0.02% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 210 shares; 2023Q2: 210 shares; 2023Q3: 210 shares; 2023Q4: 210 shares; 2024Q1: 210 shares; 2024Q2: 210 shares 210 $52.4K 0.01% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 949 shares 949 $50.2K 0.01% new Timeline FMNB FARMERS NATIONAL BANC CORP More: the full row for FARMERS NATIONAL BANC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 7,000 shares; 2023Q2: 7,000 shares; 2023Q3: 7,000 shares; 2023Q4: 4,000 shares; 2024Q1: 4,000 shares; 2024Q2: 4,000 shares 4,000 $50K 0.01% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 467 shares; 2023Q2: 467 shares; 2023Q3: 467 shares; 2023Q4: 467 shares; 2024Q1: 467 shares; 2024Q2: 467 shares 467 $49.7K 0.01% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 455 shares; 2023Q2: 455 shares; 2023Q3: 455 shares; 2023Q4: 455 shares; 2024Q1: 455 shares; 2024Q2: 455 shares 455 $48.5K 0.01% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,487 shares; 2023Q2: 1,019 shares; 2023Q3: 1,019 shares; 2023Q4: 1,019 shares; 2024Q1: 1,019 shares; 2024Q2: 1,019 shares 1,019 $48.4K 0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 195 shares; 2023Q2: 197 shares; 2023Q3: 699 shares; 2023Q4: 700 shares; 2024Q1: 702 shares; 2024Q2: 705 shares 705 $48.3K 0.01% +3 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 625 shares; 2023Q2: 625 shares; 2023Q3: 625 shares; 2023Q4: 625 shares; 2024Q1: 625 shares; 2024Q2: 625 shares 625 $47.9K 0.01% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,080 shares; 2023Q2: 1,080 shares; 2023Q3: 1,080 shares; 2023Q4: 1,080 shares; 2024Q1: 1,080 shares; 2024Q2: 1,080 shares 1,080 $46K 0.01% 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 228 shares; 2023Q2: 228 shares; 2023Q3: 228 shares; 2023Q4: 228 shares; 2024Q1: 228 shares; 2024Q2: 228 shares 228 $45.4K 0.01% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 700 shares; 2023Q2: 700 shares; 2023Q3: 700 shares; 2023Q4: 700 shares; 2024Q1: 700 shares; 2024Q2: 700 shares 700 $44.2K 0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 40 shares; 2023Q2: 40 shares; 2023Q3: 40 shares; 2023Q4: 40 shares; 2024Q1: 40 shares; 2024Q2: 40 shares 40 $42.2K 0.01% 0 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 300 shares; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: 500 shares 500 $40.6K 0.01% +200 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 97 shares; 2023Q2: 97 shares; 2023Q3: 97 shares; 2023Q4: 97 shares; 2024Q1: 97 shares; 2024Q2: 97 shares 97 $39.5K 0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 535 shares; 2023Q2: 535 shares; 2023Q3: 650 shares; 2023Q4: 650 shares; 2024Q1: 650 shares; 2024Q2: 650 shares 650 $38.4K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 75 shares; 2023Q2: 75 shares; 2023Q3: 75 shares; 2023Q4: 75 shares; 2024Q1: 75 shares; 2024Q2: 75 shares 75 $37.9K 0.01% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 275 shares; 2023Q2: 275 shares; 2023Q3: 275 shares; 2023Q4: 275 shares; 2024Q1: 275 shares; 2024Q2: 275 shares 275 $37.5K 0.01% 0 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 324 shares; 2023Q2: 324 shares; 2023Q3: 324 shares; 2023Q4: 324 shares; 2024Q1: 324 shares; 2024Q2: 324 shares 324 $36.9K 0.01% 0 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,122 shares; 2023Q2: 1,922 shares; 2023Q3: 1,922 shares; 2023Q4: 1,922 shares; 2024Q1: 1,922 shares; 2024Q2: 1,922 shares 1,922 $36K 0.01% 0 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,665 shares; 2023Q2: 1,665 shares; 2023Q3: 1,665 shares; 2023Q4: 1,665 shares; 2024Q1: 1,665 shares; 2024Q2: 1,665 shares 1,665 $35.1K 0.01% 0 OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 350 shares; 2023Q2: 350 shares; 2023Q3: 350 shares; 2023Q4: 350 shares; 2024Q1: 350 shares; 2024Q2: 350 shares 350 $33.7K 0.01% 0 Timeline U S SILICA HLDGS INC U S SILICA HLDGS INC More: the full row for U S SILICA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,100 shares; 2023Q2: 2,100 shares; 2023Q3: 2,100 shares; 2023Q4: 2,100 shares; 2024Q1: 2,100 shares; 2024Q2: 2,100 shares 2,100 $32.4K 0.01% 0 INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,575 shares; 2023Q2: 1,575 shares; 2023Q3: 1,575 shares; 2023Q4: 1,575 shares; 2024Q1: 1,575 shares; 2024Q2: 1,575 shares 1,575 $32.2K 0.01% 0 MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 695 shares; 2023Q2: 695 shares; 2023Q3: 695 shares; 2023Q4: 695 shares; 2024Q1: 695 shares; 2024Q2: 695 shares 695 $31.7K 0.01% 0 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,929 shares; 2023Q2: 1,929 shares; 2023Q3: 1,929 shares; 2023Q4: 1,929 shares; 2024Q1: 1,929 shares; 2024Q2: 1,100 shares 1,100 $31.5K 0.01% -829 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 105 shares; 2023Q2: 105 shares; 2023Q3: 123 shares; 2023Q4: 105 shares; 2024Q1: 105 shares; 2024Q2: 105 shares 105 $31.3K 0.01% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 475 shares; 2023Q2: 475 shares; 2023Q3: 475 shares; 2023Q4: 475 shares; 2024Q1: 475 shares; 2024Q2: 475 shares 475 $31.1K 0.01% 0 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 250 shares; 2023Q2: 250 shares; 2023Q3: 250 shares; 2023Q4: 250 shares; 2024Q1: 250 shares; 2024Q2: 250 shares 250 $30.9K 0.01% 0 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 110 shares; 2023Q2: 110 shares; 2023Q3: 220 shares; 2023Q4: 220 shares; 2024Q1: 220 shares; 2024Q2: 220 shares 220 $30.7K 0.01% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 535 shares; 2023Q2: 535 shares; 2023Q3: 535 shares; 2023Q4: 535 shares; 2024Q1: 535 shares; 2024Q2: 535 shares 535 $30.5K 0.01% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 187 shares; 2023Q2: 187 shares; 2023Q3: 187 shares; 2023Q4: 187 shares; 2024Q1: 187 shares; 2024Q2: 187 shares 187 $29.7K 0.01% 0 Timeline OI O-I GLASS INC More: the full row for O-I GLASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,600 shares; 2023Q2: 2,600 shares; 2023Q3: 2,600 shares; 2023Q4: 2,600 shares; 2024Q1: 2,600 shares; 2024Q2: 2,600 shares 2,600 $28.9K 0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 167 shares; 2023Q2: 167 shares; 2023Q3: 167 shares; 2023Q4: 167 shares; 2024Q1: 167 shares; 2024Q2: 167 shares 167 $26K 0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 150 shares; 2023Q2: 150 shares; 2023Q3: 460 shares; 2023Q4: 460 shares; 2024Q1: 460 shares; 2024Q2: 460 shares 460 $25.3K 0.01% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 108 shares; 2023Q2: 108 shares; 2023Q3: 108 shares; 2023Q4: 108 shares; 2024Q1: 108 shares; 2024Q2: 108 shares 108 $25K 0.01% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 225 shares; 2023Q2: 225 shares; 2023Q3: 225 shares; 2023Q4: 225 shares; 2024Q1: 225 shares; 2024Q2: 225 shares 225 $24.8K 0.01% 0 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 750 shares; 2023Q2: 375 shares; 2023Q3: 375 shares; 2023Q4: 375 shares; 2024Q1: 375 shares; 2024Q2: 375 shares 375 $24.4K 0.01% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 295 shares; 2023Q2: 295 shares; 2023Q3: 295 shares; 2023Q4: 295 shares; 2024Q1: 295 shares; 2024Q2: 295 shares 295 $24.1K 0.01% 0 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares 200 $23.1K 0.01% 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares 100 $22K 0.01% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 225 shares; 2023Q2: 225 shares; 2023Q3: 225 shares; 2023Q4: 225 shares; 2024Q1: 225 shares; 2024Q2: 225 shares 225 $21.1K 0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 400 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares 200 $20.3K 0.01% 0 Timeline OXY/WS OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 487 shares; 2023Q2: 487 shares; 2023Q3: 487 shares; 2023Q4: 487 shares; 2024Q1: 487 shares; 2024Q2: 487 shares 487 $20K 0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares 100 $19.5K <0.01% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 260 shares; 2023Q2: 260 shares; 2023Q3: 260 shares; 2023Q4: 260 shares; 2024Q1: 290 shares; 2024Q2: 290 shares 290 $18.6K <0.01% 0 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 175 shares; 2023Q2: 175 shares; 2023Q3: 175 shares; 2023Q4: 175 shares; 2024Q1: 175 shares; 2024Q2: 175 shares 175 $18K <0.01% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 190 shares; 2023Q2: 190 shares; 2023Q3: 190 shares; 2023Q4: 190 shares; 2024Q1: 190 shares; 2024Q2: 190 shares 190 $17.4K <0.01% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 50 shares; 2023Q2: 50 shares; 2023Q3: 50 shares; 2023Q4: 50 shares; 2024Q1: 50 shares; 2024Q2: 50 shares 50 $17K <0.01% 0 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 305 shares; 2023Q2: 305 shares; 2023Q3: 305 shares; 2023Q4: 305 shares; 2024Q1: 305 shares; 2024Q2: 305 shares 305 $16.3K <0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 600 shares; 2023Q2: 600 shares; 2023Q3: 600 shares; 2023Q4: 600 shares; 2024Q1: 600 shares; 2024Q2: 600 shares 600 $15.9K <0.01% 0 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 215 shares; 2023Q2: 215 shares; 2023Q3: 215 shares; 2023Q4: 215 shares; 2024Q1: 215 shares; 2024Q2: 215 shares 215 $14.7K <0.01% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 380 shares; 2024Q1: 380 shares; 2024Q2: 380 shares 380 $14.6K <0.01% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 242 shares; 2023Q2: 242 shares; 2023Q3: 242 shares; 2023Q4: 242 shares; 2024Q1: 242 shares; 2024Q2: 242 shares 242 $14.6K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 250 shares; 2023Q2: 250 shares; 2023Q3: 250 shares; 2023Q4: 250 shares; 2024Q1: 250 shares; 2024Q2: 250 shares 250 $13.7K <0.01% 0 FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 70 shares; 2023Q2: 70 shares; 2023Q3: 70 shares; 2023Q4: 50 shares; 2024Q1: 57 shares; 2024Q2: 57 shares 57 $12.9K <0.01% 0 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 160 shares; 2023Q2: 122 shares; 2023Q3: 122 shares; 2023Q4: 122 shares; 2024Q1: 122 shares; 2024Q2: 122 shares 122 $11.6K <0.01% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 190 shares; 2024Q1: 190 shares; 2024Q2: 190 shares 190 $9.02K <0.01% 0 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 90 shares; 2023Q2: 90 shares; 2023Q3: 90 shares; 2023Q4: 90 shares; 2024Q1: 90 shares; 2024Q2: 80 shares 80 $8.72K <0.01% -10 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 300 shares; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: 300 shares 300 $8.69K <0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 50 shares; 2023Q2: 50 shares; 2023Q3: 50 shares; 2023Q4: 50 shares; 2024Q1: 50 shares; 2024Q2: 50 shares 50 $8.65K <0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,381 shares; 2023Q2: 1,075 shares; 2023Q3: 1,075 shares; 2023Q4: 1,075 shares; 2024Q1: 1,075 shares; 2024Q2: 1,075 shares 1,075 $8K <0.01% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 101 shares; 2023Q2: 101 shares; 2023Q3: 101 shares; 2023Q4: 101 shares; 2024Q1: 101 shares; 2024Q2: 101 shares 101 $7.92K <0.01% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 66 shares; 2023Q2: 66 shares; 2023Q3: 67 shares; 2023Q4: 67 shares; 2024Q1: 68 shares; 2024Q2: 68 shares 68 $7.65K <0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 55 shares; 2023Q2: 55 shares; 2023Q3: 55 shares; 2023Q4: 64 shares; 2024Q1: 90 shares; 2024Q2: 90 shares 90 $7.02K <0.01% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 23 shares; 2023Q4: 31 shares; 2024Q1: 93 shares; 2024Q2: 94 shares 94 $6.34K <0.01% +1 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 398 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares 200 $6.19K <0.01% 0 Timeline MBC MASTERBRAND INC More: the full row for MASTERBRAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 750 shares; 2023Q2: 375 shares; 2023Q3: 375 shares; 2023Q4: 375 shares; 2024Q1: 375 shares; 2024Q2: 375 shares 375 $5.5K <0.01% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 125 shares; 2023Q2: 125 shares; 2023Q3: 125 shares; 2023Q4: 125 shares; 2024Q1: 125 shares; 2024Q2: 125 shares 125 $5.49K <0.01% 0 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 35 shares; 2024Q1: 35 shares; 2024Q2: 35 shares 35 $5.18K <0.01% 0 Timeline SMOG VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 52 shares; 2024Q2: 52 shares 52 $5K <0.01% 0 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares 100 $4.8K <0.01% 0 Timeline AVXL ANAVEX LIFE SCIENCES CORP More: the full row for ANAVEX LIFE SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 950 shares; 2023Q2: 950 shares; 2023Q3: 950 shares; 2023Q4: 950 shares; 2024Q1: 950 shares; 2024Q2: 950 shares 950 $4.01K <0.01% 0 Timeline CGTX COGNITION THERAPEUTICS INC More: the full row for COGNITION THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,250 shares; 2023Q2: 2,250 shares; 2023Q3: 2,250 shares; 2023Q4: 2,250 shares; 2024Q1: 2,250 shares; 2024Q2: 2,250 shares 2,250 $3.73K <0.01% 0 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 35 shares; 2023Q2: 35 shares; 2023Q3: 35 shares; 2023Q4: 35 shares; 2024Q1: 35 shares; 2024Q2: 35 shares 35 $3.63K <0.01% 0 Timeline WDS WOODSIDE ENERGY GROUP LTD More: the full row for WOODSIDE ENERGY GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 192 shares; 2023Q2: 192 shares; 2023Q3: 192 shares; 2023Q4: 192 shares; 2024Q1: 192 shares; 2024Q2: 192 shares 192 $3.61K <0.01% 0 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 25 shares; 2023Q2: 25 shares; 2023Q3: 25 shares; 2023Q4: 25 shares; 2024Q1: 25 shares; 2024Q2: 25 shares 25 $3.24K <0.01% 0 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 45 shares; 2024Q2: 45 shares 45 $2.6K <0.01% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 53 shares; 2023Q2: 53 shares; 2023Q3: 53 shares; 2023Q4: 53 shares; 2024Q1: 45 shares; 2024Q2: 45 shares 45 $2.39K <0.01% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3 shares; 2023Q2: 3 shares; 2023Q3: 3 shares; 2023Q4: 3 shares; 2024Q1: 3 shares; 2024Q2: 3 shares 3 $2.02K <0.01% 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 60 shares; 2023Q2: 60 shares; 2023Q3: 60 shares; 2023Q4: 60 shares; 2024Q1: 60 shares; 2024Q2: 60 shares 60 $1.78K <0.01% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 10 shares; 2024Q2: 10 shares 10 $1.38K <0.01% 0 Timeline TMC TMC THE METALS COMPANY INC More: the full row for TMC THE METALS COMPANY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,000 shares; 2023Q2: 1,000 shares; 2023Q3: 1,000 shares; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares 1,000 $1.35K <0.01% 0 Timeline VSAT VIASAT INC More: the full row for VIASAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares 100 $1.27K <0.01% 0 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 10 shares; 2024Q1: 10 shares; 2024Q2: 10 shares 10 $955 <0.01% 0 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 17 shares; 2024Q1: 17 shares; 2024Q2: 17 shares 17 $490 <0.01% 0 Timeline PTON PELOTON INTERACTIVE INC More: the full row for PELOTON INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 113 shares; 2024Q1: 113 shares; 2024Q2: 113 shares 113 $382 <0.01% 0 Timeline CELU CELULARITY INC More: the full row for CELULARITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 100 shares; 2024Q2: 100 shares 100 $313 <0.01% 0 Timeline