DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 34,378,899 shares; 2022Q4: 35,446,006 shares; 2023Q1: 35,446,006 shares; 2023Q2: 37,225,459 shares; 2023Q3: 37,575,491 shares; 2023Q4: 37,499,436 shares; 2024Q1: 37,755,608 shares 37,755,608 $1.21B 12.73% +256,172 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 11,955,560 shares; 2022Q4: 12,632,215 shares; 2023Q1: 12,632,215 shares; 2023Q2: 12,847,184 shares; 2023Q3: 12,816,287 shares; 2023Q4: 12,695,192 shares; 2024Q1: 12,646,874 shares 12,646,874 $688M 7.27% -48,318 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 14,140,538 shares; 2022Q4: 14,344,224 shares; 2023Q1: 14,344,224 shares; 2023Q2: 14,570,781 shares; 2023Q3: 14,545,140 shares; 2023Q4: 14,367,598 shares; 2024Q1: 14,506,375 shares 14,506,375 $593M 6.26% +138,777 Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 21,519,408 shares; 2023Q3: 22,801,587 shares; 2023Q4: 25,687,480 shares; 2024Q1: 27,659,250 shares 27,659,250 $588M 6.21% +1,971,770 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 5,293,242 shares; 2022Q4: 5,313,206 shares; 2023Q1: 5,313,206 shares; 2023Q2: 5,254,609 shares; 2023Q3: 5,440,921 shares; 2023Q4: 6,041,196 shares; 2024Q1: 7,655,694 shares 7,655,694 $436M 4.6% +1,614,498 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 10,360,725 shares; 2022Q4: 10,832,712 shares; 2023Q1: 10,832,712 shares; 2023Q2: 11,292,342 shares; 2023Q3: 11,518,763 shares; 2023Q4: 11,025,950 shares; 2024Q1: 11,285,243 shares 11,285,243 $415M 4.38% +259,293 Timeline ITOT 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: 1,033,450 shares; 2022Q4: 1,111,433 shares; 2023Q1: 1,111,433 shares; 2023Q2: 1,608,086 shares; 2023Q3: 1,884,610 shares; 2023Q4: 2,590,133 shares; 2024Q1: 3,191,672 shares 3,191,672 $368M 3.88% +601,539 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: 4,018,523 shares; 2022Q4: 3,989,001 shares; 2023Q1: 3,989,001 shares; 2023Q2: 4,319,161 shares; 2023Q3: 4,697,942 shares; 2023Q4: 5,311,874 shares; 2024Q1: 6,026,378 shares 6,026,378 $353M 3.72% +714,504 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 10,566,170 shares; 2022Q4: 11,143,680 shares; 2023Q1: 11,143,680 shares; 2023Q2: 11,513,037 shares; 2023Q3: 11,504,877 shares; 2023Q4: 11,647,730 shares; 2024Q1: 11,533,051 shares 11,533,051 $293M 3.1% -114,679 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: 506,839 shares; 2022Q4: 540,514 shares; 2023Q1: 540,514 shares; 2023Q2: 634,559 shares; 2023Q3: 690,882 shares; 2023Q4: 751,630 shares; 2024Q1: 758,229 shares 758,229 $197M 2.08% +6,599 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 2,644,502 shares; 2022Q4: 2,618,390 shares; 2023Q1: 2,618,390 shares; 2023Q2: 2,669,771 shares; 2023Q3: 2,659,844 shares; 2023Q4: 2,614,543 shares; 2024Q1: 2,726,444 shares 2,726,444 $170M 1.79% +111,901 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 309,570 shares; 2022Q4: 391,764 shares; 2023Q1: 391,764 shares; 2023Q2: 1,541,713 shares; 2023Q3: 1,583,292 shares; 2023Q4: 1,746,525 shares; 2024Q1: 1,751,825 shares 1,751,825 $164M 1.73% +5,300 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 344,458 shares; 2022Q4: 497,347 shares; 2023Q1: 497,347 shares; 2023Q2: 612,645 shares; 2023Q3: 732,523 shares; 2023Q4: 1,732,796 shares; 2024Q1: 2,264,571 shares 2,264,571 $149M 1.57% +531,775 Timeline IDEV 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: 651,620 shares; 2022Q4: 680,411 shares; 2023Q1: 680,411 shares; 2023Q2: 1,059,750 shares; 2023Q3: 1,241,439 shares; 2023Q4: 1,689,789 shares; 2024Q1: 2,063,888 shares 2,063,888 $139M 1.46% +374,099 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: 1,294,872 shares; 2022Q4: 1,337,986 shares; 2023Q1: 1,337,986 shares; 2023Q2: 1,540,969 shares; 2023Q3: 1,562,455 shares; 2023Q4: 1,476,529 shares; 2024Q1: 1,472,724 shares 1,472,724 $113M 1.19% -3,805 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: 121,211 shares; 2022Q4: 128,060 shares; 2023Q1: 128,060 shares; 2023Q2: 133,134 shares; 2023Q3: 137,090 shares; 2023Q4: 211,660 shares; 2024Q1: 213,105 shares 213,105 $112M 1.18% +1,445 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: 560,803 shares; 2022Q4: 546,967 shares; 2023Q1: 546,967 shares; 2023Q2: 624,593 shares; 2023Q3: 638,006 shares; 2023Q4: 656,833 shares; 2024Q1: 623,317 shares 623,317 $107M 1.13% -33,516 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 1,767,614 shares; 2022Q4: 1,650,493 shares; 2023Q1: 1,650,493 shares; 2023Q2: 1,681,917 shares; 2023Q3: 1,833,061 shares; 2023Q4: 1,941,568 shares; 2024Q1: 2,211,720 shares 2,211,720 $106M 1.12% +270,152 Timeline 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: 158,521 shares; 2022Q4: 161,596 shares; 2023Q1: 161,596 shares; 2023Q2: 196,526 shares; 2023Q3: 202,878 shares; 2023Q4: 205,131 shares; 2024Q1: 196,407 shares 196,407 $82.6M 0.87% -8,724 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 30,074 shares; 2022Q4: 87,109 shares; 2023Q1: 87,109 shares; 2023Q2: 259,297 shares; 2023Q3: 661,931 shares; 2023Q4: 1,869,268 shares; 2024Q1: 3,176,612 shares 3,176,612 $81M 0.85% +1,307,344 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 174,161 shares; 2022Q4: 673,557 shares; 2023Q1: 673,557 shares; 2023Q2: 1,055,829 shares; 2023Q3: 1,459,717 shares; 2023Q4: 2,109,574 shares; 2024Q1: 2,787,303 shares 2,787,303 $75.8M 0.8% +677,729 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 5,600 shares; 2022Q4: 53,640 shares; 2023Q1: 53,640 shares; 2023Q2: 17,157 shares; 2023Q3: 168,869 shares; 2023Q4: 934,771 shares; 2024Q1: 1,576,380 shares 1,576,380 $74.2M 0.78% +641,609 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: 177,984 shares; 2022Q4: 175,002 shares; 2023Q1: 175,002 shares; 2023Q2: 167,981 shares; 2023Q3: 157,987 shares; 2023Q4: 143,231 shares; 2024Q1: 134,726 shares 134,726 $65.4M 0.69% -8,505 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: 594,583 shares; 2022Q4: 754,578 shares; 2023Q1: 754,578 shares; 2023Q2: 873,553 shares; 2023Q3: 1,027,866 shares; 2023Q4: 1,219,113 shares; 2024Q1: 1,255,893 shares 1,255,893 $63M 0.67% +36,780 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 1,293,527 shares; 2022Q4: 1,166,795 shares; 2023Q1: 1,166,795 shares; 2023Q2: 1,285,347 shares; 2023Q3: 1,391,619 shares; 2023Q4: 1,686,644 shares; 2024Q1: 1,665,420 shares 1,665,420 $60.9M 0.64% -21,224 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: 392,650 shares; 2022Q4: 384,643 shares; 2023Q1: 384,643 shares; 2023Q2: 377,500 shares; 2023Q3: 380,435 shares; 2023Q4: 380,518 shares; 2024Q1: 330,590 shares 330,590 $59.6M 0.63% -49,928 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 51,476 shares; 2022Q4: 85,758 shares; 2023Q1: 85,758 shares; 2023Q2: 165,654 shares; 2023Q3: 237,167 shares; 2023Q4: 750,692 shares; 2024Q1: 1,860,862 shares 1,860,862 $58.8M 0.62% +1,110,170 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: 403,918 shares; 2022Q4: 610,569 shares; 2023Q1: 610,569 shares; 2023Q2: 867,676 shares; 2023Q3: 939,556 shares; 2023Q4: 1,073,145 shares; 2024Q1: 1,130,623 shares 1,130,623 $58.3M 0.62% +57,478 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: 1,004,993 shares; 2022Q4: 983,985 shares; 2023Q1: 983,985 shares; 2023Q2: 955,350 shares; 2023Q3: 959,527 shares; 2023Q4: 982,050 shares; 2024Q1: 968,193 shares 968,193 $52.7M 0.56% -13,857 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 18,551 shares; 2023Q3: 420,044 shares; 2023Q4: 1,688,305 shares; 2024Q1: 2,044,048 shares 2,044,048 $52.2M 0.55% +355,743 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 59,683 shares; 2022Q4: 59,120 shares; 2023Q1: 59,120 shares; 2023Q2: 130,790 shares; 2023Q3: 201,025 shares; 2023Q4: 723,488 shares; 2024Q1: 1,771,767 shares 1,771,767 $47.7M 0.5% +1,048,279 Timeline IEI 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: 356,877 shares; 2022Q4: 360,757 shares; 2023Q1: 360,757 shares; 2023Q2: 340,564 shares; 2023Q3: 355,949 shares; 2023Q4: 403,006 shares; 2024Q1: 407,402 shares 407,402 $47.2M 0.5% +4,396 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: 107,113 shares; 2022Q4: 103,448 shares; 2023Q1: 103,448 shares; 2023Q2: 106,452 shares; 2023Q3: 107,934 shares; 2023Q4: 108,105 shares; 2024Q1: 109,954 shares 109,954 $46.2M 0.49% +1,849 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 21,556 shares; 2023Q4: 705,547 shares; 2024Q1: 923,790 shares 923,790 $44.4M 0.47% +218,243 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: 281,056 shares; 2022Q4: 275,325 shares; 2023Q1: 275,325 shares; 2023Q2: 269,049 shares; 2023Q3: 269,266 shares; 2023Q4: 274,527 shares; 2024Q1: 273,468 shares 273,468 $41.3M 0.44% -1,059 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 198,296 shares; 2022Q4: 198,164 shares; 2023Q1: 198,164 shares; 2023Q2: 204,866 shares; 2023Q3: 212,337 shares; 2023Q4: 213,717 shares; 2024Q1: 213,604 shares 213,604 $41M 0.43% -113 Timeline CASS CASS INFORMATION SYS INC More: the full row for CASS INFORMATION SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 833,397 shares; 2022Q4: 834,251 shares; 2023Q1: 834,251 shares; 2023Q2: 835,520 shares; 2023Q3: 835,520 shares; 2023Q4: 835,520 shares; 2024Q1: 838,249 shares 838,249 $40.4M 0.43% +2,729 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 94,308 shares; 2022Q4: 159,042 shares; 2023Q1: 159,042 shares; 2023Q2: 252,851 shares; 2023Q3: 376,332 shares; 2023Q4: 705,388 shares; 2024Q1: 1,326,231 shares 1,326,231 $40.1M 0.42% +620,843 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 620,619 shares 620,619 $39.2M 0.41% new 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: 72,842 shares; 2022Q4: 69,481 shares; 2023Q1: 69,481 shares; 2023Q2: 68,168 shares; 2023Q3: 72,774 shares; 2023Q4: 73,477 shares; 2024Q1: 71,894 shares 71,894 $37.6M 0.4% -1,583 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: 103,016 shares; 2022Q4: 104,032 shares; 2023Q1: 104,032 shares; 2023Q2: 106,611 shares; 2023Q3: 105,629 shares; 2023Q4: 104,754 shares; 2024Q1: 109,561 shares 109,561 $36.9M 0.39% +4,807 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 92,475 shares; 2023Q3: 252,889 shares; 2023Q4: 644,523 shares; 2024Q1: 1,215,861 shares 1,215,861 $36.6M 0.39% +571,338 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: 225,376 shares; 2022Q4: 227,051 shares; 2023Q1: 227,051 shares; 2023Q2: 225,258 shares; 2023Q3: 231,707 shares; 2023Q4: 236,162 shares; 2024Q1: 237,042 shares 237,042 $36.1M 0.38% +880 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; 2022Q2: restricted; 2022Q3: 545,916 shares; 2022Q4: 513,184 shares; 2023Q1: 513,184 shares; 2023Q2: 544,686 shares; 2023Q3: 556,594 shares; 2023Q4: 547,924 shares; 2024Q1: 549,132 shares 549,132 $33.1M 0.35% +1,208 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: 396,938 shares; 2022Q4: 363,403 shares; 2023Q1: 363,403 shares; 2023Q2: 599,103 shares; 2023Q3: 625,665 shares; 2023Q4: 691,820 shares; 2024Q1: 769,830 shares 769,830 $32.2M 0.34% +78,010 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: 60,046 shares; 2022Q4: 61,789 shares; 2023Q1: 61,789 shares; 2023Q2: 204,047 shares; 2023Q3: 208,762 shares; 2023Q4: 203,394 shares; 2024Q1: 193,030 shares 193,030 $31.3M 0.33% -10,364 Timeline SCZ 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: 503,197 shares; 2022Q4: 501,067 shares; 2023Q1: 501,067 shares; 2023Q2: 481,040 shares; 2023Q3: 480,636 shares; 2023Q4: 490,580 shares; 2024Q1: 489,583 shares 489,583 $31M 0.33% -997 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 167,498 shares; 2022Q4: 222,690 shares; 2023Q1: 222,690 shares; 2023Q2: 363,761 shares; 2023Q3: 347,015 shares; 2023Q4: 348,887 shares; 2024Q1: 331,887 shares 331,887 $29.7M 0.31% -17,000 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 241,808 shares; 2022Q4: 289,034 shares; 2023Q1: 289,034 shares; 2023Q2: 500,660 shares; 2023Q3: 601,426 shares; 2023Q4: 831,505 shares; 2024Q1: 1,107,448 shares 1,107,448 $29.6M 0.31% +275,943 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: 239,349 shares; 2022Q4: 236,700 shares; 2023Q1: 236,700 shares; 2023Q2: 246,660 shares; 2023Q3: 225,089 shares; 2023Q4: 194,532 shares; 2024Q1: 180,778 shares 180,778 $29.4M 0.31% -13,754 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: 35,775 shares; 2022Q4: 38,017 shares; 2023Q1: 38,017 shares; 2023Q2: 57,455 shares; 2023Q3: 59,654 shares; 2023Q4: 56,550 shares; 2024Q1: 59,967 shares 59,967 $28.8M 0.3% +3,417 Timeline 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: 91,313 shares; 2022Q4: 90,290 shares; 2023Q1: 90,290 shares; 2023Q2: 90,960 shares; 2023Q3: 91,160 shares; 2023Q4: 91,713 shares; 2024Q1: 92,500 shares 92,500 $26.6M 0.28% +787 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 488,485 shares; 2022Q4: 485,273 shares; 2023Q1: 485,273 shares; 2023Q2: 470,207 shares; 2023Q3: 472,171 shares; 2023Q4: 469,816 shares; 2024Q1: 461,346 shares 461,346 $26.5M 0.28% -8,470 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: 220,093 shares; 2022Q4: 290,409 shares; 2023Q1: 290,409 shares; 2023Q2: 297,454 shares; 2023Q3: 313,482 shares; 2023Q4: 312,444 shares; 2024Q1: 317,407 shares 317,407 $26M 0.27% +4,963 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: 177,055 shares; 2022Q4: 176,982 shares; 2023Q1: 176,982 shares; 2023Q2: 201,801 shares; 2023Q3: 198,016 shares; 2023Q4: 208,262 shares; 2024Q1: 214,861 shares 214,861 $25M 0.26% +6,599 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: 91,737 shares; 2022Q4: 91,720 shares; 2023Q1: 91,720 shares; 2023Q2: 90,396 shares; 2023Q3: 90,078 shares; 2023Q4: 96,384 shares; 2024Q1: 97,850 shares 97,850 $24.9M 0.26% +1,466 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 276,608 shares; 2022Q4: 702,959 shares; 2023Q1: 702,959 shares; 2023Q2: 861,115 shares; 2023Q3: 902,826 shares; 2023Q4: 953,274 shares; 2024Q1: 996,764 shares 996,764 $24.6M 0.26% +43,490 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: 59,385 shares; 2022Q4: 59,409 shares; 2023Q1: 59,409 shares; 2023Q2: 72,480 shares; 2023Q3: 70,213 shares; 2023Q4: 122,090 shares; 2024Q1: 115,762 shares 115,762 $24.3M 0.26% -6,328 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: 18,953 shares; 2022Q4: 20,509 shares; 2023Q1: 20,509 shares; 2023Q2: 21,543 shares; 2023Q3: 27,008 shares; 2023Q4: 27,293 shares; 2024Q1: 26,814 shares 26,814 $24.2M 0.26% -479 Timeline SUB 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: 258,106 shares; 2022Q4: 219,507 shares; 2023Q1: 219,507 shares; 2023Q2: 206,316 shares; 2023Q3: 212,648 shares; 2023Q4: 222,985 shares; 2024Q1: 216,264 shares 216,264 $22.6M 0.24% -6,721 Timeline SLYV 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: 44,377 shares; 2022Q4: 44,536 shares; 2023Q1: 44,536 shares; 2023Q2: 44,493 shares; 2023Q3: 44,323 shares; 2023Q4: 266,218 shares; 2024Q1: 260,212 shares 260,212 $21.6M 0.23% -6,006 Timeline IXUS 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: 246,164 shares; 2022Q4: 238,596 shares; 2023Q1: 238,596 shares; 2023Q2: 238,574 shares; 2023Q3: 238,896 shares; 2023Q4: 309,517 shares; 2024Q1: 299,691 shares 299,691 $20.3M 0.21% -9,826 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; 2022Q2: restricted; 2022Q3: 211,083 shares; 2022Q4: 219,876 shares; 2023Q1: 219,876 shares; 2023Q2: 232,452 shares; 2023Q3: 231,834 shares; 2023Q4: 237,530 shares; 2024Q1: 231,770 shares 231,770 $20M 0.21% -5,760 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: 116,421 shares; 2022Q4: 120,346 shares; 2023Q1: 120,346 shares; 2023Q2: 116,169 shares; 2023Q3: 113,379 shares; 2023Q4: 110,312 shares; 2024Q1: 106,347 shares 106,347 $19.4M 0.2% -3,965 Timeline IVLU 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: 557,826 shares; 2022Q4: 586,124 shares; 2023Q1: 586,124 shares; 2023Q2: 640,921 shares; 2023Q3: 615,666 shares; 2023Q4: 688,611 shares; 2024Q1: 681,547 shares 681,547 $19.2M 0.2% -7,064 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: 37,881 shares; 2022Q4: 36,878 shares; 2023Q1: 36,878 shares; 2023Q2: 35,037 shares; 2023Q3: 34,952 shares; 2023Q4: 35,248 shares; 2024Q1: 34,255 shares 34,255 $19.1M 0.2% -993 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 89,834 shares; 2022Q4: 133,860 shares; 2023Q1: 133,860 shares; 2023Q2: 228,901 shares; 2023Q3: 257,635 shares; 2023Q4: 309,619 shares; 2024Q1: 312,761 shares 312,761 $18.1M 0.19% +3,142 Timeline IWD 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: 75,736 shares; 2022Q4: 78,167 shares; 2023Q1: 78,167 shares; 2023Q2: 76,243 shares; 2023Q3: 78,951 shares; 2023Q4: 91,162 shares; 2024Q1: 99,960 shares 99,960 $17.9M 0.19% +8,798 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: 93,995 shares; 2022Q4: 93,981 shares; 2023Q1: 93,981 shares; 2023Q2: 88,694 shares; 2023Q3: 89,323 shares; 2023Q4: 91,743 shares; 2024Q1: 92,467 shares 92,467 $16.8M 0.18% +724 Timeline 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: 91,596 shares; 2022Q4: 91,524 shares; 2023Q1: 91,524 shares; 2023Q2: 94,607 shares; 2023Q3: 91,670 shares; 2023Q4: 92,768 shares; 2024Q1: 92,686 shares 92,686 $16.3M 0.17% -82 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: 36,603 shares; 2022Q4: 36,664 shares; 2023Q1: 36,664 shares; 2023Q2: 37,967 shares; 2023Q3: 36,424 shares; 2023Q4: 37,403 shares; 2024Q1: 36,224 shares 36,224 $16.1M 0.17% -1,179 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: 13,718 shares; 2022Q4: 12,598 shares; 2023Q1: 12,598 shares; 2023Q2: 24,785 shares; 2023Q3: 24,956 shares; 2023Q4: 23,968 shares; 2024Q1: 20,663 shares 20,663 $16.1M 0.17% -3,305 Timeline SCHX 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: 197,083 shares; 2022Q4: 213,541 shares; 2023Q1: 213,541 shares; 2023Q2: 210,666 shares; 2023Q3: 268,617 shares; 2023Q4: 252,478 shares; 2024Q1: 255,869 shares 255,869 $15.9M 0.17% +3,391 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: 27,792 shares; 2022Q4: 55,297 shares; 2023Q1: 55,297 shares; 2023Q2: 57,116 shares; 2023Q3: 56,982 shares; 2023Q4: 52,741 shares; 2024Q1: 51,880 shares 51,880 $15.6M 0.16% -861 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: 90,863 shares; 2022Q4: 101,421 shares; 2023Q1: 101,421 shares; 2023Q2: 133,968 shares; 2023Q3: 128,088 shares; 2023Q4: 124,514 shares; 2024Q1: 116,005 shares 116,005 $15.3M 0.16% -8,509 Timeline SHV 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: 16,024 shares; 2022Q4: 34,828 shares; 2023Q1: 34,828 shares; 2023Q2: 105,239 shares; 2023Q3: 116,636 shares; 2023Q4: 136,671 shares; 2024Q1: 132,052 shares 132,052 $14.6M 0.15% -4,619 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: 85,603 shares; 2022Q4: 88,773 shares; 2023Q1: 88,773 shares; 2023Q2: 113,808 shares; 2023Q3: 113,045 shares; 2023Q4: 104,398 shares; 2024Q1: 90,240 shares 90,240 $14.3M 0.15% -14,158 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: 62,180 shares; 2022Q4: 61,215 shares; 2023Q1: 61,215 shares; 2023Q2: 63,062 shares; 2023Q3: 63,289 shares; 2023Q4: 63,955 shares; 2024Q1: 67,233 shares 67,233 $13.5M 0.14% +3,278 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; 2022Q2: restricted; 2022Q3: 112,536 shares; 2022Q4: 124,796 shares; 2023Q1: 124,796 shares; 2023Q2: 196,332 shares; 2023Q3: 243,484 shares; 2023Q4: 236,785 shares; 2024Q1: 230,779 shares 230,779 $13.4M 0.14% -6,006 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: 220,151 shares; 2022Q4: 222,029 shares; 2023Q1: 222,029 shares; 2023Q2: 277,081 shares; 2023Q3: 273,186 shares; 2023Q4: 255,988 shares; 2024Q1: 218,838 shares 218,838 $13.4M 0.14% -37,150 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: 58,807 shares; 2022Q4: 59,510 shares; 2023Q1: 59,510 shares; 2023Q2: 60,043 shares; 2023Q3: 59,952 shares; 2023Q4: 57,313 shares; 2024Q1: 56,987 shares 56,987 $13M 0.14% -326 Timeline MUB 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: 107,452 shares; 2022Q4: 98,832 shares; 2023Q1: 98,832 shares; 2023Q2: 129,694 shares; 2023Q3: 143,973 shares; 2023Q4: 110,167 shares; 2024Q1: 117,215 shares 117,215 $12.6M 0.13% +7,048 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: 66,054 shares; 2022Q4: 66,238 shares; 2023Q1: 66,238 shares; 2023Q2: 77,971 shares; 2023Q3: 79,215 shares; 2023Q4: 77,697 shares; 2024Q1: 71,729 shares 71,729 $12.6M 0.13% -5,968 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: 330,898 shares; 2022Q4: 331,426 shares; 2023Q1: 331,426 shares; 2023Q2: 300,722 shares; 2023Q3: 301,729 shares; 2023Q4: 285,052 shares; 2024Q1: 281,945 shares 281,945 $12.5M 0.13% -3,107 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: 24,421 shares; 2022Q4: 22,753 shares; 2023Q1: 22,753 shares; 2023Q2: 29,872 shares; 2023Q3: 31,448 shares; 2023Q4: 33,391 shares; 2024Q1: 36,112 shares 36,112 $12.4M 0.13% +2,721 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: 27,036 shares; 2022Q4: 27,431 shares; 2023Q1: 27,431 shares; 2023Q2: 37,077 shares; 2023Q3: 38,994 shares; 2023Q4: 37,150 shares; 2024Q1: 32,352 shares 32,352 $12.4M 0.13% -4,798 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: 21,363 shares; 2022Q4: 21,217 shares; 2023Q1: 21,217 shares; 2023Q2: 26,561 shares; 2023Q3: 27,314 shares; 2023Q4: 26,082 shares; 2024Q1: 25,038 shares 25,038 $12.4M 0.13% -1,044 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; 2022Q2: restricted; 2022Q3: 252,760 shares; 2022Q4: 256,292 shares; 2023Q1: 256,292 shares; 2023Q2: 357,712 shares; 2023Q3: 366,427 shares; 2023Q4: 352,923 shares; 2024Q1: 317,245 shares 317,245 $12.4M 0.13% -35,678 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; 2022Q2: restricted; 2022Q3: 199,606 shares; 2022Q4: 209,638 shares; 2023Q1: 209,638 shares; 2023Q2: 219,879 shares; 2023Q3: 262,146 shares; 2023Q4: 250,668 shares; 2024Q1: 249,094 shares 249,094 $12.3M 0.13% -1,574 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: 129,809 shares; 2022Q4: 133,277 shares; 2023Q1: 133,277 shares; 2023Q2: 129,480 shares; 2023Q3: 127,838 shares; 2023Q4: 146,678 shares; 2024Q1: 146,379 shares 146,379 $11.7M 0.12% -299 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: 21,590 shares; 2022Q4: 20,857 shares; 2023Q1: 20,857 shares; 2023Q2: 20,685 shares; 2023Q3: 20,655 shares; 2023Q4: 20,656 shares; 2024Q1: 20,840 shares 20,840 $11.7M 0.12% +184 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: 159,401 shares; 2022Q4: 158,059 shares; 2023Q1: 158,059 shares; 2023Q2: 148,768 shares; 2023Q3: 144,537 shares; 2023Q4: 137,800 shares; 2024Q1: 135,901 shares 135,901 $11.4M 0.12% -1,899 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: 24 shares; 2022Q4: 24 shares; 2023Q1: 24 shares; 2023Q2: 24 shares; 2023Q3: 19 shares; 2023Q4: 19 shares; 2024Q1: 18 shares 18 $11.4M 0.12% -1 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: 50,291 shares; 2022Q4: 48,953 shares; 2023Q1: 48,953 shares; 2023Q2: 51,855 shares; 2023Q3: 51,526 shares; 2023Q4: 61,862 shares; 2024Q1: 58,838 shares 58,838 $11M 0.12% -3,024 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: 40,393 shares; 2022Q4: 39,460 shares; 2023Q1: 39,460 shares; 2023Q2: 45,583 shares; 2023Q3: 45,627 shares; 2023Q4: 42,018 shares; 2024Q1: 37,856 shares 37,856 $10.7M 0.11% -4,162 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: 4,174 shares; 2022Q4: 3,782 shares; 2023Q1: 3,782 shares; 2023Q2: 3,824 shares; 2023Q3: 3,924 shares; 2023Q4: 3,941 shares; 2024Q1: 25,005 shares 25,005 $10.6M 0.11% +21,064 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: 86,952 shares; 2022Q4: 86,086 shares; 2023Q1: 86,086 shares; 2023Q2: 84,923 shares; 2023Q3: 86,511 shares; 2023Q4: 86,340 shares; 2024Q1: 88,461 shares 88,461 $10.1M 0.11% +2,121 Timeline VLUE 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: 69,077 shares; 2022Q4: 57,395 shares; 2023Q1: 57,395 shares; 2023Q2: 75,101 shares; 2023Q3: 78,394 shares; 2023Q4: 91,981 shares; 2024Q1: 91,319 shares 91,319 $9.89M 0.1% -662 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: 5,543 shares; 2022Q4: 5,296 shares; 2023Q1: 5,296 shares; 2023Q2: 10,086 shares; 2023Q3: 10,164 shares; 2023Q4: 9,603 shares; 2024Q1: 7,171 shares 7,171 $9.5M 0.1% -2,432 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: 11,230 shares; 2022Q4: 11,455 shares; 2023Q1: 11,455 shares; 2023Q2: 16,989 shares; 2023Q3: 17,968 shares; 2023Q4: 18,481 shares; 2024Q1: 12,246 shares 12,246 $8.97M 0.09% -6,235 Timeline IJS 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: 80,125 shares; 2022Q4: 85,225 shares; 2023Q1: 85,225 shares; 2023Q2: 99,467 shares; 2023Q3: 97,434 shares; 2023Q4: 86,148 shares; 2024Q1: 86,922 shares 86,922 $8.93M 0.09% +774 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: 25,798 shares; 2022Q4: 25,398 shares; 2023Q1: 25,398 shares; 2023Q2: 28,886 shares; 2023Q3: 21,999 shares; 2023Q4: 21,401 shares; 2024Q1: 19,458 shares 19,458 $8.85M 0.09% -1,943 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: 38,602 shares; 2022Q4: 37,633 shares; 2023Q1: 37,633 shares; 2023Q2: 39,067 shares; 2023Q3: 38,598 shares; 2023Q4: 36,882 shares; 2024Q1: 36,058 shares 36,058 $8.65M 0.09% -824 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: 30,399 shares; 2022Q4: 36,725 shares; 2023Q1: 36,725 shares; 2023Q2: 40,120 shares; 2023Q3: 36,368 shares; 2023Q4: 34,165 shares; 2024Q1: 34,478 shares 34,478 $8.61M 0.09% +313 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: 86,247 shares; 2022Q4: 86,124 shares; 2023Q1: 86,124 shares; 2023Q2: 86,394 shares; 2023Q3: 88,920 shares; 2023Q4: 90,320 shares; 2024Q1: 89,331 shares 89,331 $8.4M 0.09% -989 Timeline 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: 36,286 shares; 2022Q4: 38,102 shares; 2023Q1: 38,102 shares; 2023Q2: 54,437 shares; 2023Q3: 58,225 shares; 2023Q4: 56,160 shares; 2024Q1: 136,926 shares 136,926 $8.24M 0.09% +80,766 Timeline SCHM 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: 95,523 shares; 2022Q4: 95,779 shares; 2023Q1: 95,779 shares; 2023Q2: 98,348 shares; 2023Q3: 100,385 shares; 2023Q4: 97,794 shares; 2024Q1: 98,382 shares 98,382 $8.01M 0.08% +588 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: 34,776 shares; 2022Q4: 31,674 shares; 2023Q1: 31,674 shares; 2023Q2: 34,823 shares; 2023Q3: 41,380 shares; 2023Q4: 41,698 shares; 2024Q1: 41,449 shares 41,449 $8M 0.08% -249 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: 22,845 shares; 2022Q4: 21,773 shares; 2023Q1: 21,773 shares; 2023Q2: 23,020 shares; 2023Q3: 24,447 shares; 2023Q4: 24,597 shares; 2024Q1: 129,014 shares 129,014 $7.84M 0.08% +104,417 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 138,175 shares; 2022Q4: 162,732 shares; 2023Q1: 162,732 shares; 2023Q2: 196,262 shares; 2023Q3: 198,851 shares; 2023Q4: 198,929 shares; 2024Q1: 201,115 shares 201,115 $7.83M 0.08% +2,186 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; 2022Q2: restricted; 2022Q3: 51,705 shares; 2022Q4: 60,043 shares; 2023Q1: 60,043 shares; 2023Q2: 66,458 shares; 2023Q3: 67,154 shares; 2023Q4: 65,987 shares; 2024Q1: 69,843 shares 69,843 $7.72M 0.08% +3,856 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: 189,839 shares; 2022Q4: 158,822 shares; 2023Q1: 158,822 shares; 2023Q2: 157,548 shares; 2023Q3: 143,207 shares; 2023Q4: 138,963 shares; 2024Q1: 129,550 shares 129,550 $7.6M 0.08% -9,413 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 163,258 shares; 2022Q4: 167,140 shares; 2023Q1: 167,140 shares; 2023Q2: 167,253 shares; 2023Q3: 170,169 shares; 2023Q4: 169,292 shares; 2024Q1: 169,768 shares 169,768 $7.59M 0.08% +476 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: 67,814 shares; 2022Q4: 64,189 shares; 2023Q1: 64,189 shares; 2023Q2: 68,691 shares; 2023Q3: 69,841 shares; 2023Q4: 64,331 shares; 2024Q1: 66,951 shares 66,951 $7.4M 0.08% +2,620 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: 36,966 shares; 2022Q4: 37,160 shares; 2023Q1: 37,160 shares; 2023Q2: 41,612 shares; 2023Q3: 47,240 shares; 2023Q4: 44,897 shares; 2024Q1: 46,799 shares 46,799 $7.38M 0.08% +1,902 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 189,465 shares; 2022Q4: 185,314 shares; 2023Q1: 185,314 shares; 2023Q2: 173,732 shares; 2023Q3: 164,170 shares; 2023Q4: 148,138 shares; 2024Q1: 111,998 shares 111,998 $7.38M 0.08% -36,140 Timeline IWN 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: 50,010 shares; 2022Q4: 49,373 shares; 2023Q1: 49,373 shares; 2023Q2: 47,363 shares; 2023Q3: 46,201 shares; 2023Q4: 43,686 shares; 2024Q1: 45,809 shares 45,809 $7.27M 0.08% +2,123 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: 16,691 shares; 2022Q4: 16,253 shares; 2023Q1: 16,253 shares; 2023Q2: 15,171 shares; 2023Q3: 14,423 shares; 2023Q4: 30,433 shares; 2024Q1: 31,767 shares 31,767 $7.23M 0.08% +1,334 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: 18,033 shares; 2022Q4: 19,201 shares; 2023Q1: 19,201 shares; 2023Q2: 23,362 shares; 2023Q3: 23,217 shares; 2023Q4: 22,030 shares; 2024Q1: 19,611 shares 19,611 $7.19M 0.08% -2,419 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: 124,320 shares; 2022Q4: 149,534 shares; 2023Q1: 149,534 shares; 2023Q2: 145,101 shares; 2023Q3: 146,178 shares; 2023Q4: 173,315 shares; 2024Q1: 174,909 shares 174,909 $7.19M 0.08% +1,594 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: 123,346 shares; 2022Q4: 122,243 shares; 2023Q1: 122,243 shares; 2023Q2: 174,303 shares; 2023Q3: 172,491 shares; 2023Q4: 154,616 shares; 2024Q1: 141,435 shares 141,435 $7.06M 0.07% -13,181 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 10,642 shares; 2022Q4: 36,740 shares; 2023Q1: 36,740 shares; 2023Q2: 107,041 shares; 2023Q3: 115,653 shares; 2023Q4: 108,797 shares; 2024Q1: 108,787 shares 108,787 $6.93M 0.07% -10 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 141,684 shares; 2023Q3: 136,596 shares; 2023Q4: 246,206 shares; 2024Q1: 165,251 shares 165,251 $6.93M 0.07% -80,955 Timeline ESGV 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: 38,725 shares; 2022Q4: 33,797 shares; 2023Q1: 33,797 shares; 2023Q2: 46,570 shares; 2023Q3: 52,482 shares; 2023Q4: 71,830 shares; 2024Q1: 73,129 shares 73,129 $6.81M 0.07% +1,299 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: 26,398 shares; 2022Q4: 22,816 shares; 2023Q1: 22,816 shares; 2023Q2: 28,421 shares; 2023Q3: 28,530 shares; 2023Q4: 27,035 shares; 2024Q1: 23,909 shares 23,909 $6.67M 0.07% -3,126 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: 99,022 shares; 2022Q4: 101,152 shares; 2023Q1: 101,152 shares; 2023Q2: 98,461 shares; 2023Q3: 96,598 shares; 2023Q4: 96,678 shares; 2024Q1: 102,904 shares 102,904 $6.58M 0.07% +6,226 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: 38,792 shares; 2022Q4: 38,360 shares; 2023Q1: 38,360 shares; 2023Q2: 52,055 shares; 2023Q3: 51,932 shares; 2023Q4: 47,210 shares; 2024Q1: 38,725 shares 38,725 $6.56M 0.07% -8,485 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: 333,295 shares; 2022Q4: 293,366 shares; 2023Q1: 293,366 shares; 2023Q2: 255,844 shares; 2023Q3: 253,127 shares; 2023Q4: 243,353 shares; 2024Q1: 222,392 shares 222,392 $6.55M 0.07% -20,961 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: 45,780 shares; 2022Q4: 46,372 shares; 2023Q1: 46,372 shares; 2023Q2: 53,502 shares; 2023Q3: 53,691 shares; 2023Q4: 77,684 shares; 2024Q1: 75,820 shares 75,820 $6.4M 0.07% -1,864 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: 9,557 shares; 2022Q4: 9,485 shares; 2023Q1: 9,485 shares; 2023Q2: 9,730 shares; 2023Q3: 9,907 shares; 2023Q4: 10,041 shares; 2024Q1: 10,468 shares 10,468 $6.36M 0.07% +427 Timeline DJT TRUMP MEDIA & TECHNOLOGY GRO More: the full row for TRUMP MEDIA & TECHNOLOGY GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 22,043 shares; 2022Q4: 25,399 shares; 2023Q1: 25,399 shares; 2023Q2: 31,110 shares; 2023Q3: 81,100 shares; 2023Q4: 100,948 shares; 2024Q1: 102,202 shares 102,202 $6.33M 0.07% +1,254 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: 14,083 shares; 2022Q4: 14,163 shares; 2023Q1: 14,163 shares; 2023Q2: 14,812 shares; 2023Q3: 14,844 shares; 2023Q4: 14,779 shares; 2024Q1: 15,098 shares 15,098 $6.2M 0.07% +319 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: 41,900 shares; 2022Q4: 40,444 shares; 2023Q1: 40,444 shares; 2023Q2: 42,819 shares; 2023Q3: 50,251 shares; 2023Q4: 89,301 shares; 2024Q1: 82,076 shares 82,076 $6.09M 0.06% -7,225 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 11,392 shares; 2023Q3: 100,114 shares; 2023Q4: 144,542 shares; 2024Q1: 173,782 shares 173,782 $5.98M 0.06% +29,240 Timeline ACWI 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: 47,965 shares; 2022Q4: 49,181 shares; 2023Q1: 49,181 shares; 2023Q2: 61,541 shares; 2023Q3: 53,847 shares; 2023Q4: 51,439 shares; 2024Q1: 53,962 shares 53,962 $5.94M 0.06% +2,523 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: 36,490 shares; 2022Q4: 38,460 shares; 2023Q1: 38,460 shares; 2023Q2: 38,454 shares; 2023Q3: 40,712 shares; 2023Q4: 66,163 shares; 2024Q1: 65,221 shares 65,221 $5.87M 0.06% -942 Timeline TIP 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: 75,975 shares; 2022Q4: 80,578 shares; 2023Q1: 80,578 shares; 2023Q2: 79,252 shares; 2023Q3: 68,717 shares; 2023Q4: 58,478 shares; 2024Q1: 52,915 shares 52,915 $5.68M 0.06% -5,563 Timeline FNDC 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: 182,468 shares; 2022Q4: 158,737 shares; 2023Q1: 158,737 shares; 2023Q2: 160,809 shares; 2023Q3: 158,322 shares; 2023Q4: 155,022 shares; 2024Q1: 155,815 shares 155,815 $5.53M 0.06% +793 Timeline 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; 2022Q2: restricted; 2022Q3: 163,700 shares; 2022Q4: 166,170 shares; 2023Q1: 166,170 shares; 2023Q2: 232,683 shares; 2023Q3: 230,042 shares; 2023Q4: 213,126 shares; 2024Q1: 217,942 shares 217,942 $5.5M 0.06% +4,816 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 91,046 shares; 2022Q4: 159,967 shares; 2023Q1: 159,967 shares; 2023Q2: 151,638 shares; 2023Q3: 155,870 shares; 2023Q4: 151,763 shares; 2024Q1: 152,088 shares 152,088 $5.45M 0.06% +325 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: 22,178 shares; 2022Q4: 22,589 shares; 2023Q1: 22,589 shares; 2023Q2: 21,563 shares; 2023Q3: 21,691 shares; 2023Q4: 22,298 shares; 2024Q1: 28,372 shares 28,372 $5.42M 0.06% +6,074 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: 84,083 shares; 2022Q4: 86,228 shares; 2023Q1: 86,228 shares; 2023Q2: 97,442 shares; 2023Q3: 93,114 shares; 2023Q4: 96,780 shares; 2024Q1: 87,350 shares 87,350 $5.33M 0.06% -9,430 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: 6,616 shares; 2022Q4: 6,451 shares; 2023Q1: 6,451 shares; 2023Q2: 6,276 shares; 2023Q3: 6,175 shares; 2023Q4: 6,256 shares; 2024Q1: 15,275 shares 15,275 $5.31M 0.06% +9,019 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: 518,574 shares; 2022Q4: 515,386 shares; 2023Q1: 515,386 shares; 2023Q2: 522,065 shares; 2023Q3: 536,376 shares; 2023Q4: 342,276 shares; 2024Q1: 139,404 shares 139,404 $5.29M 0.06% -202,872 Timeline BIV 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: 111,132 shares; 2022Q4: 112,517 shares; 2023Q1: 112,517 shares; 2023Q2: 113,234 shares; 2023Q3: 94,696 shares; 2023Q4: 71,541 shares; 2024Q1: 68,018 shares 68,018 $5.13M 0.05% -3,523 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: 101,406 shares; 2022Q4: 106,713 shares; 2023Q1: 106,713 shares; 2023Q2: 101,181 shares; 2023Q3: 102,954 shares; 2023Q4: 113,579 shares; 2024Q1: 119,573 shares 119,573 $5.02M 0.05% +5,994 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: 37,221 shares; 2022Q4: 41,103 shares; 2023Q1: 41,103 shares; 2023Q2: 41,461 shares; 2023Q3: 44,156 shares; 2023Q4: 42,014 shares; 2024Q1: 40,921 shares 40,921 $5.01M 0.05% -1,093 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 21,016 shares; 2023Q3: 34,225 shares; 2023Q4: 95,041 shares; 2024Q1: 199,309 shares 199,309 $4.99M 0.05% +104,268 Timeline SCHR 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: 95,495 shares; 2022Q4: 63,226 shares; 2023Q1: 63,226 shares; 2023Q2: 68,875 shares; 2023Q3: 77,732 shares; 2023Q4: 98,737 shares; 2024Q1: 100,570 shares 100,570 $4.93M 0.05% +1,833 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: 48,994 shares; 2022Q4: 48,196 shares; 2023Q1: 48,196 shares; 2023Q2: 45,651 shares; 2023Q3: 46,203 shares; 2023Q4: 46,102 shares; 2024Q1: 46,400 shares 46,400 $4.82M 0.05% +298 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: 22,206 shares; 2022Q4: 23,075 shares; 2023Q1: 23,075 shares; 2023Q2: 23,494 shares; 2023Q3: 23,197 shares; 2023Q4: 23,253 shares; 2024Q1: 23,318 shares 23,318 $4.8M 0.05% +65 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: 5,317 shares; 2022Q4: 4,652 shares; 2023Q1: 4,652 shares; 2023Q2: 4,788 shares; 2023Q3: 4,772 shares; 2023Q4: 14,698 shares; 2024Q1: 14,995 shares 14,995 $4.69M 0.05% +297 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: 24,794 shares; 2022Q4: 27,944 shares; 2023Q1: 27,944 shares; 2023Q2: 46,631 shares; 2023Q3: 46,825 shares; 2023Q4: 40,758 shares; 2024Q1: 37,269 shares 37,269 $4.68M 0.05% -3,489 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; 2022Q2: restricted; 2022Q3: 135,322 shares; 2022Q4: 139,503 shares; 2023Q1: 139,503 shares; 2023Q2: 116,831 shares; 2023Q3: 104,847 shares; 2023Q4: 95,859 shares; 2024Q1: 92,409 shares 92,409 $4.68M 0.05% -3,450 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: 2,652 shares; 2022Q4: 2,531 shares; 2023Q1: 2,531 shares; 2023Q2: 2,400 shares; 2023Q3: 2,527 shares; 2023Q4: 10,474 shares; 2024Q1: 10,645 shares 10,645 $4.67M 0.05% +171 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: 42,721 shares; 2022Q4: 42,402 shares; 2023Q1: 42,402 shares; 2023Q2: 37,359 shares; 2023Q3: 39,282 shares; 2023Q4: 38,334 shares; 2024Q1: 40,639 shares 40,639 $4.61M 0.05% +2,305 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 7,799 shares; 2023Q1: 7,799 shares; 2023Q2: 59,126 shares; 2023Q3: 60,018 shares; 2023Q4: 69,304 shares; 2024Q1: 71,442 shares 71,442 $4.59M 0.05% +2,138 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 16,323 shares; 2022Q4: 16,389 shares; 2023Q1: 16,389 shares; 2023Q2: 16,186 shares; 2023Q3: 16,187 shares; 2023Q4: 16,155 shares; 2024Q1: 18,120 shares 18,120 $4.57M 0.05% +1,965 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: 8,535 shares; 2022Q4: 8,443 shares; 2023Q1: 8,443 shares; 2023Q2: 8,610 shares; 2023Q3: 8,768 shares; 2023Q4: 9,122 shares; 2024Q1: 9,269 shares 9,269 $4.46M 0.05% +147 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: 7,338 shares; 2022Q4: 13,914 shares; 2023Q1: 13,914 shares; 2023Q2: 35,831 shares; 2023Q3: 71,756 shares; 2023Q4: 73,050 shares; 2024Q1: 74,936 shares 74,936 $4.34M 0.05% +1,886 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 43,338 shares; 2023Q1: 43,338 shares; 2023Q2: 68,794 shares; 2023Q3: 71,421 shares; 2023Q4: 132,567 shares; 2024Q1: 192,537 shares 192,537 $4.31M 0.05% +59,970 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: 132,665 shares; 2022Q4: 130,487 shares; 2023Q1: 130,487 shares; 2023Q2: 127,410 shares; 2023Q3: 129,020 shares; 2023Q4: 119,918 shares; 2024Q1: 152,157 shares 152,157 $4.22M 0.04% +32,239 Timeline EMXC 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: 46,343 shares; 2022Q4: 63,004 shares; 2023Q1: 63,004 shares; 2023Q2: 68,222 shares; 2023Q3: 62,443 shares; 2023Q4: 71,836 shares; 2024Q1: 72,936 shares 72,936 $4.2M 0.04% +1,100 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 80,926 shares; 2023Q3: 81,616 shares; 2023Q4: 75,169 shares; 2024Q1: 76,425 shares 76,425 $4.13M 0.04% +1,256 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; 2022Q2: restricted; 2022Q3: 4,162 shares; 2022Q4: 3,734 shares; 2023Q1: 3,734 shares; 2023Q2: 3,900 shares; 2023Q3: 3,991 shares; 2023Q4: 4,159 shares; 2024Q1: 4,207 shares 4,207 $4.09M 0.04% +48 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: 17,012 shares; 2022Q4: 16,909 shares; 2023Q1: 16,909 shares; 2023Q2: 23,591 shares; 2023Q3: 22,940 shares; 2023Q4: 22,042 shares; 2024Q1: 19,715 shares 19,715 $4.05M 0.04% -2,327 Timeline SCHG 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: 50,420 shares; 2022Q4: 57,820 shares; 2023Q1: 57,820 shares; 2023Q2: 57,508 shares; 2023Q3: 54,690 shares; 2023Q4: 46,542 shares; 2024Q1: 43,271 shares 43,271 $4.01M 0.04% -3,271 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: 29,839 shares; 2022Q4: 27,770 shares; 2023Q1: 27,770 shares; 2023Q2: 27,566 shares; 2023Q3: 27,880 shares; 2023Q4: 39,976 shares; 2024Q1: 40,827 shares 40,827 $3.98M 0.04% +851 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: 201,616 shares; 2022Q4: 189,939 shares; 2023Q1: 189,939 shares; 2023Q2: 163,711 shares; 2023Q3: 181,831 shares; 2023Q4: 206,638 shares; 2024Q1: 224,150 shares 224,150 $3.95M 0.04% +17,512 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: 13,472 shares; 2022Q4: 13,683 shares; 2023Q1: 13,683 shares; 2023Q2: 20,744 shares; 2023Q3: 18,799 shares; 2023Q4: 17,299 shares; 2024Q1: 13,016 shares 13,016 $3.7M 0.04% -4,283 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: 7,429 shares; 2022Q4: 6,814 shares; 2023Q1: 6,814 shares; 2023Q2: 7,265 shares; 2023Q3: 7,213 shares; 2023Q4: 7,243 shares; 2024Q1: 7,321 shares 7,321 $3.69M 0.04% +78 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: 8,960 shares; 2022Q4: 10,892 shares; 2023Q1: 10,892 shares; 2023Q2: 17,331 shares; 2023Q3: 18,269 shares; 2023Q4: 16,817 shares; 2024Q1: 14,992 shares 14,992 $3.69M 0.04% -1,825 Timeline IUSV 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: 45,168 shares; 2022Q4: 40,188 shares; 2023Q1: 40,188 shares; 2023Q2: 41,371 shares; 2023Q3: 42,069 shares; 2023Q4: 39,983 shares; 2024Q1: 40,663 shares 40,663 $3.68M 0.04% +680 Timeline SCHO 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: 160,237 shares; 2022Q4: 132,791 shares; 2023Q1: 132,791 shares; 2023Q2: 99,719 shares; 2023Q3: 102,233 shares; 2023Q4: 86,547 shares; 2024Q1: 76,077 shares 76,077 $3.67M 0.04% -10,470 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: 9,912 shares; 2022Q4: 9,518 shares; 2023Q1: 9,518 shares; 2023Q2: 8,996 shares; 2023Q3: 8,988 shares; 2023Q4: 8,961 shares; 2024Q1: 9,138 shares 9,138 $3.65M 0.04% +177 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 34,306 shares; 2022Q4: 33,911 shares; 2023Q1: 33,911 shares; 2023Q2: 37,999 shares; 2023Q3: 32,131 shares; 2023Q4: 32,612 shares; 2024Q1: 29,901 shares 29,901 $3.62M 0.04% -2,711 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: 6,178 shares; 2022Q4: 5,515 shares; 2023Q1: 5,515 shares; 2023Q2: 5,757 shares; 2023Q3: 5,658 shares; 2023Q4: 5,935 shares; 2024Q1: 6,114 shares 6,114 $3.55M 0.04% +179 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: 3,960 shares; 2022Q4: 3,726 shares; 2023Q1: 3,726 shares; 2023Q2: 3,974 shares; 2023Q3: 5,316 shares; 2023Q4: 5,259 shares; 2024Q1: 5,458 shares 5,458 $3.55M 0.04% +199 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: 24,293 shares; 2022Q4: 24,539 shares; 2023Q1: 24,539 shares; 2023Q2: 37,520 shares; 2023Q3: 33,373 shares; 2023Q4: 30,245 shares; 2024Q1: 23,351 shares 23,351 $3.47M 0.04% -6,894 Timeline TOWN TOWNEBANK PORTSMOUTH VA More: the full row for TOWNEBANK PORTSMOUTH VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 122,850 shares; 2022Q4: 122,112 shares; 2023Q1: 122,112 shares; 2023Q2: 123,843 shares; 2023Q3: 124,565 shares; 2023Q4: 125,500 shares; 2024Q1: 122,285 shares 122,285 $3.43M 0.04% -3,215 Timeline SCHV 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: 43,654 shares; 2022Q4: 44,262 shares; 2023Q1: 44,262 shares; 2023Q2: 44,565 shares; 2023Q3: 58,642 shares; 2023Q4: 50,011 shares; 2024Q1: 43,952 shares 43,952 $3.34M 0.04% -6,059 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 9,181 shares; 2022Q4: 7,405 shares; 2023Q1: 7,405 shares; 2023Q2: 8,669 shares; 2023Q3: 8,073 shares; 2023Q4: 8,044 shares; 2024Q1: 8,371 shares 8,371 $3.33M 0.04% +327 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 26,089 shares; 2022Q4: 20,493 shares; 2023Q1: 20,493 shares; 2023Q2: 21,800 shares; 2023Q3: 31,391 shares; 2023Q4: 56,521 shares; 2024Q1: 57,782 shares 57,782 $3.32M 0.04% +1,261 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: 12,235 shares; 2022Q4: 11,996 shares; 2023Q1: 11,996 shares; 2023Q2: 12,241 shares; 2023Q3: 12,204 shares; 2023Q4: 12,305 shares; 2024Q1: 12,222 shares 12,222 $3.28M 0.03% -83 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: 11,937 shares; 2022Q4: 11,928 shares; 2023Q1: 11,928 shares; 2023Q2: 11,539 shares; 2023Q3: 11,547 shares; 2023Q4: 11,597 shares; 2024Q1: 11,597 shares 11,597 $3.28M 0.03% 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: 4,237 shares; 2022Q4: 4,216 shares; 2023Q1: 4,216 shares; 2023Q2: 5,529 shares; 2023Q3: 6,416 shares; 2023Q4: 5,675 shares; 2024Q1: 6,054 shares 6,054 $3.17M 0.03% +379 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: 14,194 shares; 2022Q4: 14,021 shares; 2023Q1: 14,021 shares; 2023Q2: 12,579 shares; 2023Q3: 12,547 shares; 2023Q4: 12,348 shares; 2024Q1: 12,564 shares 12,564 $3.14M 0.03% +216 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: 34,940 shares; 2022Q4: 21,073 shares; 2023Q1: 21,073 shares; 2023Q2: 69,780 shares; 2023Q3: 64,524 shares; 2023Q4: 38,406 shares; 2024Q1: 38,641 shares 38,641 $3.12M 0.03% +235 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: 11,695 shares; 2022Q4: 11,672 shares; 2023Q1: 11,672 shares; 2023Q2: 29,585 shares; 2023Q3: 29,924 shares; 2023Q4: 24,581 shares; 2024Q1: 17,686 shares 17,686 $3.08M 0.03% -6,895 Timeline FRPT FRESHPET INC More: the full row for FRESHPET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 25,871 shares; 2022Q4: 25,871 shares; 2023Q1: 25,871 shares; 2023Q2: 25,871 shares; 2023Q3: 25,871 shares; 2023Q4: 26,520 shares; 2024Q1: 26,517 shares 26,517 $3.07M 0.03% -3 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 15,690 shares; 2022Q4: 15,078 shares; 2023Q1: 15,078 shares; 2023Q2: 14,930 shares; 2023Q3: 14,989 shares; 2023Q4: 15,127 shares; 2024Q1: 14,836 shares 14,836 $3.07M 0.03% -291 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: 43,635 shares; 2022Q4: 43,566 shares; 2023Q1: 43,566 shares; 2023Q2: 41,812 shares; 2023Q3: 43,221 shares; 2023Q4: 53,730 shares; 2024Q1: 53,008 shares 53,008 $3.07M 0.03% -722 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 10,900 shares; 2022Q4: 10,420 shares; 2023Q1: 10,420 shares; 2023Q2: 10,082 shares; 2023Q3: 10,148 shares; 2023Q4: 9,991 shares; 2024Q1: 9,793 shares 9,793 $3.05M 0.03% -198 Timeline VSS 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: 19,094 shares; 2022Q4: 25,668 shares; 2023Q1: 25,668 shares; 2023Q2: 26,607 shares; 2023Q3: 28,984 shares; 2023Q4: 26,311 shares; 2024Q1: 25,248 shares 25,248 $2.95M 0.03% -1,063 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: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 6,185 shares; 2023Q3: 6,188 shares; 2023Q4: 6,142 shares; 2024Q1: 6,328 shares 6,328 $2.94M 0.03% +186 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 17,331 shares; 2024Q1: 96,930 shares 96,930 $2.91M 0.03% +79,599 Timeline RWL 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: 40,368 shares; 2022Q4: 36,302 shares; 2023Q1: 36,302 shares; 2023Q2: 35,006 shares; 2023Q3: 33,612 shares; 2023Q4: 31,369 shares; 2024Q1: 30,692 shares 30,692 $2.88M 0.03% -677 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: 19,024 shares; 2022Q4: 19,112 shares; 2023Q1: 19,112 shares; 2023Q2: 21,077 shares; 2023Q3: 21,255 shares; 2023Q4: 21,791 shares; 2024Q1: 21,807 shares 21,807 $2.86M 0.03% +16 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; 2022Q2: restricted; 2022Q3: 10,485 shares; 2022Q4: 11,408 shares; 2023Q1: 11,408 shares; 2023Q2: 13,008 shares; 2023Q3: 14,167 shares; 2023Q4: 14,231 shares; 2024Q1: 13,737 shares 13,737 $2.86M 0.03% -494 Timeline COMT ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 8,158 shares; 2023Q3: 7,811 shares; 2023Q4: 56,995 shares; 2024Q1: 105,331 shares 105,331 $2.84M 0.03% +48,336 Timeline VOT 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: 6,443 shares; 2022Q4: 7,159 shares; 2023Q1: 7,159 shares; 2023Q2: 14,367 shares; 2023Q3: 13,850 shares; 2023Q4: 12,659 shares; 2024Q1: 11,991 shares 11,991 $2.83M 0.03% -668 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: 16,500 shares; 2022Q4: 15,913 shares; 2023Q1: 15,913 shares; 2023Q2: 14,101 shares; 2023Q3: 14,196 shares; 2023Q4: 14,367 shares; 2024Q1: 17,508 shares 17,508 $2.8M 0.03% +3,141 Timeline STIP 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: 21,661 shares; 2022Q4: 19,276 shares; 2023Q1: 19,276 shares; 2023Q2: 29,462 shares; 2023Q3: 24,480 shares; 2023Q4: 25,294 shares; 2024Q1: 27,549 shares 27,549 $2.74M 0.03% +2,255 Timeline OEF 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: 11,543 shares; 2022Q4: 11,375 shares; 2023Q1: 11,375 shares; 2023Q2: 11,191 shares; 2023Q3: 11,191 shares; 2023Q4: 11,051 shares; 2024Q1: 11,051 shares 11,051 $2.73M 0.03% 0 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: 16,124 shares; 2022Q4: 16,059 shares; 2023Q1: 16,059 shares; 2023Q2: 17,371 shares; 2023Q3: 20,072 shares; 2023Q4: 19,780 shares; 2024Q1: 21,421 shares 21,421 $2.73M 0.03% +1,641 Timeline TLT 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: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,212 shares; 2024Q1: 28,526 shares 28,526 $2.7M 0.03% +26,314 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: 49,184 shares; 2022Q4: 50,191 shares; 2023Q1: 50,191 shares; 2023Q2: 52,225 shares; 2023Q3: 51,598 shares; 2023Q4: 48,440 shares; 2024Q1: 49,475 shares 49,475 $2.68M 0.03% +1,035 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: 14,253 shares; 2022Q4: 13,061 shares; 2023Q1: 13,061 shares; 2023Q2: 21,798 shares; 2023Q3: 21,805 shares; 2023Q4: 21,328 shares; 2024Q1: 20,535 shares 20,535 $2.66M 0.03% -793 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: 54,116 shares; 2022Q4: 49,926 shares; 2023Q1: 49,926 shares; 2023Q2: 52,953 shares; 2023Q3: 53,286 shares; 2023Q4: 70,601 shares; 2024Q1: 71,050 shares 71,050 $2.63M 0.03% +449 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 4,919 shares; 2022Q4: 5,311 shares; 2023Q1: 5,311 shares; 2023Q2: 11,327 shares; 2023Q3: 10,530 shares; 2023Q4: 10,126 shares; 2024Q1: 10,095 shares 10,095 $2.63M 0.03% -31 Timeline SPTM 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: 35,273 shares; 2022Q4: 40,571 shares; 2023Q1: 40,571 shares; 2023Q2: 41,305 shares; 2023Q3: 41,307 shares; 2023Q4: 41,308 shares; 2024Q1: 40,839 shares 40,839 $2.62M 0.03% -469 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 26,233 shares; 2022Q4: 87,390 shares; 2023Q1: 87,390 shares; 2023Q2: 78,404 shares; 2023Q3: 79,773 shares; 2023Q4: 61,622 shares; 2024Q1: 60,397 shares 60,397 $2.59M 0.03% -1,225 Timeline SHM 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: 107,996 shares; 2022Q4: 109,675 shares; 2023Q1: 109,675 shares; 2023Q2: 100,816 shares; 2023Q3: 56,086 shares; 2023Q4: 53,810 shares; 2024Q1: 54,269 shares 54,269 $2.57M 0.03% +459 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: 8,584 shares; 2022Q4: 8,219 shares; 2023Q1: 8,219 shares; 2023Q2: 16,230 shares; 2023Q3: 15,768 shares; 2023Q4: 14,879 shares; 2024Q1: 10,094 shares 10,094 $2.57M 0.03% -4,785 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: 31,425 shares; 2022Q4: 30,746 shares; 2023Q1: 30,746 shares; 2023Q2: 31,597 shares; 2023Q3: 31,720 shares; 2023Q4: 31,787 shares; 2024Q1: 30,852 shares 30,852 $2.5M 0.03% -935 Timeline IWP 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: 16,825 shares; 2022Q4: 16,579 shares; 2023Q1: 16,579 shares; 2023Q2: 23,796 shares; 2023Q3: 23,654 shares; 2023Q4: 22,097 shares; 2024Q1: 21,884 shares 21,884 $2.5M 0.03% -213 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: 25,834 shares; 2022Q4: 25,512 shares; 2023Q1: 25,512 shares; 2023Q2: 27,504 shares; 2023Q3: 26,983 shares; 2023Q4: 29,429 shares; 2024Q1: 34,187 shares 34,187 $2.45M 0.03% +4,758 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 8,091 shares; 2022Q4: 8,682 shares; 2023Q1: 8,682 shares; 2023Q2: 15,077 shares; 2023Q3: 15,365 shares; 2023Q4: 15,003 shares; 2024Q1: 15,244 shares 15,244 $2.36M 0.02% +241 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: 28,319 shares; 2022Q4: 27,511 shares; 2023Q1: 27,511 shares; 2023Q2: 38,783 shares; 2023Q3: 38,748 shares; 2023Q4: 32,994 shares; 2024Q1: 25,802 shares 25,802 $2.36M 0.02% -7,192 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 647 shares; 2022Q4: 1,478 shares; 2023Q1: 1,478 shares; 2023Q2: 2,347 shares; 2023Q3: 2,347 shares; 2023Q4: 1,846 shares; 2024Q1: 1,914 shares 1,914 $2.36M 0.02% +68 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; 2022Q2: restricted; 2022Q3: 9,832 shares; 2022Q4: 9,099 shares; 2023Q1: 9,099 shares; 2023Q2: 8,952 shares; 2023Q3: 8,907 shares; 2023Q4: 7,801 shares; 2024Q1: 7,923 shares 7,923 $2.3M 0.02% +122 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: 51,551 shares; 2022Q4: 53,556 shares; 2023Q1: 53,556 shares; 2023Q2: 54,830 shares; 2023Q3: 54,580 shares; 2023Q4: 52,438 shares; 2024Q1: 52,817 shares 52,817 $2.29M 0.02% +379 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: 44,256 shares; 2022Q4: 42,135 shares; 2023Q1: 42,135 shares; 2023Q2: 40,078 shares; 2023Q3: 41,926 shares; 2023Q4: 47,740 shares; 2024Q1: 53,673 shares 53,673 $2.25M 0.02% +5,933 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: 5,798 shares; 2022Q4: 6,307 shares; 2023Q1: 6,307 shares; 2023Q2: 6,213 shares; 2023Q3: 6,427 shares; 2023Q4: 6,557 shares; 2024Q1: 6,479 shares 6,479 $2.25M 0.02% -78 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 9,354 shares; 2022Q4: 9,169 shares; 2023Q1: 9,169 shares; 2023Q2: 10,237 shares; 2023Q3: 10,682 shares; 2023Q4: 10,871 shares; 2024Q1: 12,786 shares 12,786 $2.24M 0.02% +1,915 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: 13,119 shares; 2022Q4: 12,643 shares; 2023Q1: 12,643 shares; 2023Q2: 11,678 shares; 2023Q3: 11,448 shares; 2023Q4: 11,619 shares; 2024Q1: 11,315 shares 11,315 $2.24M 0.02% -304 Timeline 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: 2,824 shares; 2022Q4: 2,652 shares; 2023Q1: 2,652 shares; 2023Q2: 2,618 shares; 2023Q3: 2,655 shares; 2023Q4: 2,982 shares; 2024Q1: 2,892 shares 2,892 $2.21M 0.02% -90 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; 2022Q2: restricted; 2022Q3: 106,971 shares; 2022Q4: 113,469 shares; 2023Q1: 113,469 shares; 2023Q2: 53,587 shares; 2023Q3: 55,504 shares; 2023Q4: 54,658 shares; 2024Q1: 56,123 shares 56,123 $2.19M 0.02% +1,465 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: 665 shares; 2022Q4: 652 shares; 2023Q1: 652 shares; 2023Q2: 591 shares; 2023Q3: 593 shares; 2023Q4: 591 shares; 2024Q1: 597 shares 597 $2.17M 0.02% +6 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: 22,663 shares; 2022Q4: 22,881 shares; 2023Q1: 22,881 shares; 2023Q2: 24,371 shares; 2023Q3: 24,258 shares; 2023Q4: 23,260 shares; 2024Q1: 22,700 shares 22,700 $2.14M 0.02% -560 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; 2022Q2: restricted; 2022Q3: 60,956 shares; 2022Q4: 59,790 shares; 2023Q1: 59,790 shares; 2023Q2: 70,402 shares; 2023Q3: 66,471 shares; 2023Q4: 71,079 shares; 2024Q1: 72,705 shares 72,705 $2.12M 0.02% +1,626 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: 3,321 shares; 2022Q4: 3,192 shares; 2023Q1: 3,192 shares; 2023Q2: 3,944 shares; 2023Q3: 3,887 shares; 2023Q4: 7,206 shares; 2024Q1: 7,227 shares 7,227 $2.11M 0.02% +21 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: 20,767 shares; 2022Q4: 16,823 shares; 2023Q1: 16,823 shares; 2023Q2: 50,594 shares; 2023Q3: 50,402 shares; 2023Q4: 41,377 shares; 2024Q1: 22,502 shares 22,502 $2.06M 0.02% -18,875 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: 8,689 shares; 2022Q4: 9,641 shares; 2023Q1: 9,641 shares; 2023Q2: 9,412 shares; 2023Q3: 13,243 shares; 2023Q4: 11,750 shares; 2024Q1: 10,160 shares 10,160 $2.05M 0.02% -1,590 Timeline CMF 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: 28,335 shares; 2022Q4: 16,023 shares; 2023Q1: 16,023 shares; 2023Q2: 19,977 shares; 2023Q3: 17,849 shares; 2023Q4: 17,012 shares; 2024Q1: 35,291 shares 35,291 $2.03M 0.02% +18,279 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: 16,543 shares; 2022Q4: 15,203 shares; 2023Q1: 15,203 shares; 2023Q2: 16,194 shares; 2023Q3: 15,754 shares; 2023Q4: 15,170 shares; 2024Q1: 15,407 shares 15,407 $2.02M 0.02% +237 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 2,960 shares; 2022Q4: 2,800 shares; 2023Q1: 2,800 shares; 2023Q2: 2,831 shares; 2023Q3: 2,865 shares; 2023Q4: 2,979 shares; 2024Q1: 2,889 shares 2,889 $2.02M 0.02% -90 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: 18,350 shares; 2022Q4: 16,443 shares; 2023Q1: 16,443 shares; 2023Q2: 29,152 shares; 2023Q3: 27,588 shares; 2023Q4: 23,744 shares; 2024Q1: 18,974 shares 18,974 $2.01M 0.02% -4,770 Timeline IWO 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: 5,432 shares; 2022Q4: 5,580 shares; 2023Q1: 5,580 shares; 2023Q2: 6,595 shares; 2023Q3: 6,752 shares; 2023Q4: 7,144 shares; 2024Q1: 7,424 shares 7,424 $2.01M 0.02% +280 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: 5,257 shares; 2022Q4: 4,977 shares; 2023Q1: 4,977 shares; 2023Q2: 5,629 shares; 2023Q3: 5,668 shares; 2023Q4: 5,586 shares; 2024Q1: 6,656 shares 6,656 $2M 0.02% +1,070 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 67,682 shares; 2024Q1: 67,682 shares 67,682 $2M 0.02% 0 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: 6,075 shares; 2022Q4: 6,084 shares; 2023Q1: 6,084 shares; 2023Q2: 6,882 shares; 2023Q3: 7,039 shares; 2023Q4: 7,607 shares; 2024Q1: 7,926 shares 7,926 $1.98M 0.02% +319 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: 22,719 shares; 2022Q4: 21,501 shares; 2023Q1: 21,501 shares; 2023Q2: 21,032 shares; 2023Q3: 20,361 shares; 2023Q4: 17,777 shares; 2024Q1: 16,353 shares 16,353 $1.93M 0.02% -1,424 Timeline FNDA 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: 31,821 shares; 2022Q4: 31,422 shares; 2023Q1: 31,422 shares; 2023Q2: 31,349 shares; 2023Q3: 31,709 shares; 2023Q4: 30,946 shares; 2024Q1: 33,756 shares 33,756 $1.93M 0.02% +2,810 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: 4,500 shares; 2022Q4: 4,431 shares; 2023Q1: 4,431 shares; 2023Q2: 4,500 shares; 2023Q3: 4,549 shares; 2023Q4: 6,687 shares; 2024Q1: 6,743 shares 6,743 $1.92M 0.02% +56 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: 5,449 shares; 2022Q4: 5,431 shares; 2023Q1: 5,431 shares; 2023Q2: 5,179 shares; 2023Q3: 5,968 shares; 2023Q4: 5,103 shares; 2024Q1: 5,269 shares 5,269 $1.91M 0.02% +166 Timeline PRAA PRA GROUP INC More: the full row for PRA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 57,712 shares; 2022Q4: 57,645 shares; 2023Q1: 57,645 shares; 2023Q2: 68,997 shares; 2023Q3: 73,194 shares; 2023Q4: 73,194 shares; 2024Q1: 73,194 shares 73,194 $1.91M 0.02% 0 Timeline ESGE 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: 17,711 shares; 2022Q4: 24,349 shares; 2023Q1: 24,349 shares; 2023Q2: 26,757 shares; 2023Q3: 38,488 shares; 2023Q4: 56,486 shares; 2024Q1: 59,213 shares 59,213 $1.91M 0.02% +2,727 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: 10,404 shares; 2022Q4: 10,149 shares; 2023Q1: 10,149 shares; 2023Q2: 10,265 shares; 2023Q3: 11,159 shares; 2023Q4: 10,632 shares; 2024Q1: 11,660 shares 11,660 $1.9M 0.02% +1,028 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: 7,282 shares; 2022Q4: 6,936 shares; 2023Q1: 6,936 shares; 2023Q2: 7,823 shares; 2023Q3: 7,663 shares; 2023Q4: 7,745 shares; 2024Q1: 8,794 shares 8,794 $1.87M 0.02% +1,049 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: 23,897 shares; 2022Q4: 22,000 shares; 2023Q1: 22,000 shares; 2023Q2: 19,785 shares; 2023Q3: 19,789 shares; 2023Q4: 18,325 shares; 2024Q1: 19,460 shares 19,460 $1.86M 0.02% +1,135 Timeline STPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 18,245 shares; 2022Q4: 41,060 shares; 2023Q1: 41,060 shares; 2023Q2: 32,618 shares; 2023Q3: 35,055 shares; 2023Q4: 39,160 shares; 2024Q1: 35,713 shares 35,713 $1.84M 0.02% -3,447 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: 7,665 shares; 2022Q4: 7,950 shares; 2023Q1: 7,950 shares; 2023Q2: 8,504 shares; 2023Q3: 8,684 shares; 2023Q4: 9,233 shares; 2024Q1: 8,866 shares 8,866 $1.83M 0.02% -367 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 8,027 shares; 2022Q4: 8,104 shares; 2023Q1: 8,104 shares; 2023Q2: 7,549 shares; 2023Q3: 7,862 shares; 2023Q4: 7,797 shares; 2024Q1: 9,259 shares 9,259 $1.8M 0.02% +1,462 Timeline ESNT ESSENT GROUP LTD More: the full row for ESSENT GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 28,552 shares; 2022Q4: 27,108 shares; 2023Q1: 27,108 shares; 2023Q2: 27,108 shares; 2023Q3: 30,165 shares; 2023Q4: 30,165 shares; 2024Q1: 30,172 shares 30,172 $1.8M 0.02% +7 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: 5,921 shares; 2022Q4: 5,822 shares; 2023Q1: 5,822 shares; 2023Q2: 6,026 shares; 2023Q3: 5,796 shares; 2023Q4: 6,276 shares; 2024Q1: 6,094 shares 6,094 $1.77M 0.02% -182 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: 6,849 shares; 2022Q4: 7,131 shares; 2023Q1: 7,131 shares; 2023Q2: 7,172 shares; 2023Q3: 7,455 shares; 2023Q4: 17,019 shares; 2024Q1: 18,913 shares 18,913 $1.74M 0.02% +1,894 Timeline USMV 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: 7,527 shares; 2022Q4: 8,276 shares; 2023Q1: 8,276 shares; 2023Q2: 8,756 shares; 2023Q3: 8,455 shares; 2023Q4: 30,629 shares; 2024Q1: 20,674 shares 20,674 $1.73M 0.02% -9,955 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 52,468 shares; 2022Q4: 47,888 shares; 2023Q1: 47,888 shares; 2023Q2: 47,476 shares; 2023Q3: 48,141 shares; 2023Q4: 46,416 shares; 2024Q1: 47,376 shares 47,376 $1.71M 0.02% +960 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: 23,170 shares; 2022Q4: 22,321 shares; 2023Q1: 22,321 shares; 2023Q2: 24,078 shares; 2023Q3: 24,068 shares; 2023Q4: 23,729 shares; 2024Q1: 23,590 shares 23,590 $1.71M 0.02% -139 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 23,342 shares; 2022Q4: 22,175 shares; 2023Q1: 22,175 shares; 2023Q2: 19,397 shares; 2023Q3: 17,992 shares; 2023Q4: 17,520 shares; 2024Q1: 17,524 shares 17,524 $1.7M 0.02% +4 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: 12,206 shares; 2022Q4: 9,351 shares; 2023Q1: 9,351 shares; 2023Q2: 5,179 shares; 2023Q3: 4,882 shares; 2023Q4: 10,374 shares; 2024Q1: 17,295 shares 17,295 $1.69M 0.02% +6,921 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 9,688 shares; 2022Q4: 9,849 shares; 2023Q1: 9,849 shares; 2023Q2: 9,927 shares; 2023Q3: 9,473 shares; 2023Q4: 11,944 shares; 2024Q1: 12,046 shares 12,046 $1.67M 0.02% +102 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 16,240 shares; 2022Q4: 18,240 shares; 2023Q1: 18,240 shares; 2023Q2: 19,599 shares; 2023Q3: 21,210 shares; 2023Q4: 21,336 shares; 2024Q1: 22,299 shares 22,299 $1.65M 0.02% +963 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: 14,479 shares; 2022Q4: 16,534 shares; 2023Q1: 16,534 shares; 2023Q2: 18,866 shares; 2023Q3: 14,967 shares; 2023Q4: 17,014 shares; 2024Q1: 17,027 shares 17,027 $1.65M 0.02% +13 Timeline ICF 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: 9,631 shares; 2022Q4: 8,900 shares; 2023Q1: 8,900 shares; 2023Q2: 9,008 shares; 2023Q3: 9,032 shares; 2023Q4: 30,395 shares; 2024Q1: 28,244 shares 28,244 $1.63M 0.02% -2,151 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: 8,547 shares; 2022Q4: 8,612 shares; 2023Q1: 8,612 shares; 2023Q2: 15,946 shares; 2023Q3: 14,600 shares; 2023Q4: 12,880 shares; 2024Q1: 8,847 shares 8,847 $1.57M 0.02% -4,033 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: 6,361 shares; 2022Q4: 7,836 shares; 2023Q1: 7,836 shares; 2023Q2: 8,327 shares; 2023Q3: 8,081 shares; 2023Q4: 8,506 shares; 2024Q1: 8,444 shares 8,444 $1.56M 0.02% -62 Timeline SCHC 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: 42,142 shares; 2022Q4: 43,247 shares; 2023Q1: 43,247 shares; 2023Q2: 42,047 shares; 2023Q3: 45,984 shares; 2023Q4: 42,803 shares; 2024Q1: 43,596 shares 43,596 $1.56M 0.02% +793 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: 5,644 shares; 2022Q4: 4,096 shares; 2023Q1: 4,096 shares; 2023Q2: 6,058 shares; 2023Q3: 6,719 shares; 2023Q4: 9,461 shares; 2024Q1: 8,642 shares 8,642 $1.56M 0.02% -819 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: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 12,674 shares; 2023Q3: 12,469 shares; 2023Q4: 12,473 shares; 2024Q1: 12,481 shares 12,481 $1.55M 0.02% +8 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 6,224 shares; 2022Q4: 6,224 shares; 2023Q1: 6,224 shares; 2023Q2: 6,224 shares; 2023Q3: 5,017 shares; 2023Q4: 5,030 shares; 2024Q1: 5,022 shares 5,022 $1.55M 0.02% -8 Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 21,245 shares; 2023Q3: 18,626 shares; 2023Q4: 18,633 shares; 2024Q1: 18,638 shares 18,638 $1.55M 0.02% +5 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: 13,681 shares; 2022Q4: 13,327 shares; 2023Q1: 13,327 shares; 2023Q2: 11,731 shares; 2023Q3: 11,305 shares; 2023Q4: 16,512 shares; 2024Q1: 17,692 shares 17,692 $1.54M 0.02% +1,180 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 2,049 shares; 2022Q4: 2,192 shares; 2023Q1: 2,192 shares; 2023Q2: 3,328 shares; 2023Q3: 10,420 shares; 2023Q4: 7,793 shares; 2024Q1: 9,058 shares 9,058 $1.53M 0.02% +1,265 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: 11,873 shares; 2022Q4: 11,731 shares; 2023Q1: 11,731 shares; 2023Q2: 41,135 shares; 2023Q3: 41,037 shares; 2023Q4: 32,077 shares; 2024Q1: 15,313 shares 15,313 $1.48M 0.02% -16,764 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 24,263 shares 24,263 $1.46M 0.02% new 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: 11,124 shares; 2022Q4: 10,574 shares; 2023Q1: 10,574 shares; 2023Q2: 10,546 shares; 2023Q3: 10,641 shares; 2023Q4: 10,411 shares; 2024Q1: 10,464 shares 10,464 $1.44M 0.02% +53 Timeline QUAL 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: 5,175 shares; 2022Q4: 4,839 shares; 2023Q1: 4,839 shares; 2023Q2: 5,898 shares; 2023Q3: 6,252 shares; 2023Q4: 9,060 shares; 2024Q1: 8,718 shares 8,718 $1.43M 0.02% -342 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 3,620 shares; 2022Q4: 3,891 shares; 2023Q1: 3,891 shares; 2023Q2: 3,864 shares; 2023Q3: 3,873 shares; 2023Q4: 4,706 shares; 2024Q1: 4,738 shares 4,738 $1.42M 0.02% +32 Timeline FLOT 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: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 20,082 shares; 2023Q3: 10,384 shares; 2023Q4: 25,684 shares; 2024Q1: 27,416 shares 27,416 $1.4M 0.01% +1,732 Timeline EEMV 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: 6,340 shares; 2022Q4: 9,918 shares; 2023Q1: 9,918 shares; 2023Q2: 11,791 shares; 2023Q3: 13,251 shares; 2023Q4: 19,789 shares; 2024Q1: 24,579 shares 24,579 $1.39M 0.01% +4,790 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,003 shares; 2024Q1: 4,687 shares 4,687 $1.39M 0.01% +684 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 4,312 shares; 2022Q4: 4,316 shares; 2023Q1: 4,316 shares; 2023Q2: 4,187 shares; 2023Q3: 4,200 shares; 2023Q4: 5,678 shares; 2024Q1: 12,295 shares 12,295 $1.38M 0.01% +6,617 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: 21,683 shares; 2022Q4: 20,282 shares; 2023Q1: 20,282 shares; 2023Q2: 19,256 shares; 2023Q3: 18,528 shares; 2023Q4: 18,750 shares; 2024Q1: 17,626 shares 17,626 $1.36M 0.01% -1,124 Timeline 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: 1,826 shares; 2022Q4: 1,817 shares; 2023Q1: 1,817 shares; 2023Q2: 1,868 shares; 2023Q3: 1,820 shares; 2023Q4: 1,847 shares; 2024Q1: 1,957 shares 1,957 $1.34M 0.01% +110 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 11,909 shares; 2022Q4: 12,219 shares; 2023Q1: 12,219 shares; 2023Q2: 12,465 shares; 2023Q3: 11,992 shares; 2023Q4: 12,016 shares; 2024Q1: 12,014 shares 12,014 $1.34M 0.01% -2 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: 69,066 shares; 2022Q4: 48,816 shares; 2023Q1: 48,816 shares; 2023Q2: 53,626 shares; 2023Q3: 48,644 shares; 2023Q4: 50,245 shares; 2024Q1: 58,752 shares 58,752 $1.34M 0.01% +8,507 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 4,639 shares; 2022Q4: 3,519 shares; 2023Q1: 3,519 shares; 2023Q2: 3,518 shares; 2023Q3: 3,541 shares; 2023Q4: 3,476 shares; 2024Q1: 7,751 shares 7,751 $1.32M 0.01% +4,275 Timeline DSI 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: 22,338 shares; 2022Q4: 10,591 shares; 2023Q1: 10,591 shares; 2023Q2: 10,245 shares; 2023Q3: 10,245 shares; 2023Q4: 12,961 shares; 2024Q1: 12,964 shares 12,964 $1.31M 0.01% +3 Timeline GOVT 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: 67,624 shares; 2022Q4: 66,265 shares; 2023Q1: 66,265 shares; 2023Q2: 68,511 shares; 2023Q3: 51,065 shares; 2023Q4: 52,922 shares; 2024Q1: 57,367 shares 57,367 $1.31M 0.01% +4,445 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: 6,199 shares; 2022Q4: 6,451 shares; 2023Q1: 6,451 shares; 2023Q2: 6,701 shares; 2023Q3: 6,874 shares; 2023Q4: 6,206 shares; 2024Q1: 6,600 shares 6,600 $1.31M 0.01% +394 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: 5,053 shares; 2022Q4: 4,838 shares; 2023Q1: 4,838 shares; 2023Q2: 5,048 shares; 2023Q3: 4,870 shares; 2023Q4: 4,802 shares; 2024Q1: 5,177 shares 5,177 $1.28M 0.01% +375 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: 16,222 shares; 2022Q4: 16,958 shares; 2023Q1: 16,958 shares; 2023Q2: 17,182 shares; 2023Q3: 16,800 shares; 2023Q4: 16,968 shares; 2024Q1: 16,660 shares 16,660 $1.28M 0.01% -308 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,586 shares; 2024Q1: 7,739 shares 7,739 $1.26M 0.01% +6,153 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; 2022Q2: restricted; 2022Q3: 6,508 shares; 2022Q4: 7,761 shares; 2023Q1: 7,761 shares; 2023Q2: 9,155 shares; 2023Q3: 9,010 shares; 2023Q4: 9,954 shares; 2024Q1: 9,264 shares 9,264 $1.26M 0.01% -690 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: 15,439 shares; 2022Q4: 15,097 shares; 2023Q1: 15,097 shares; 2023Q2: 16,109 shares; 2023Q3: 15,205 shares; 2023Q4: 15,105 shares; 2024Q1: 14,558 shares 14,558 $1.25M 0.01% -547 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 35,884 shares; 2022Q4: 30,478 shares; 2023Q1: 30,478 shares; 2023Q2: 73,992 shares; 2023Q3: 69,762 shares; 2023Q4: 56,325 shares; 2024Q1: 28,422 shares 28,422 $1.24M 0.01% -27,903 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 4,159 shares; 2022Q4: 4,160 shares; 2023Q1: 4,160 shares; 2023Q2: 4,099 shares; 2023Q3: 4,118 shares; 2023Q4: 4,016 shares; 2024Q1: 4,140 shares 4,140 $1.22M 0.01% +124 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 77,357 shares; 2022Q4: 43,208 shares; 2023Q1: 43,208 shares; 2023Q2: 36,198 shares; 2023Q3: 30,035 shares; 2023Q4: 31,542 shares; 2024Q1: 24,785 shares 24,785 $1.22M 0.01% -6,757 Timeline BANR BANNER CORP More: the full row for BANNER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 25,352 shares; 2022Q4: 25,352 shares; 2023Q1: 25,352 shares; 2023Q2: 25,352 shares; 2023Q3: 25,352 shares; 2023Q4: 25,352 shares; 2024Q1: 25,390 shares 25,390 $1.22M 0.01% +38 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 7,936 shares; 2022Q4: 8,204 shares; 2023Q1: 8,204 shares; 2023Q2: 7,886 shares; 2023Q3: 7,111 shares; 2023Q4: 7,121 shares; 2024Q1: 7,039 shares 7,039 $1.22M 0.01% -82 Timeline FNDF 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: 30,228 shares; 2022Q4: 28,795 shares; 2023Q1: 28,795 shares; 2023Q2: 39,847 shares; 2023Q3: 43,174 shares; 2023Q4: 30,204 shares; 2024Q1: 34,033 shares 34,033 $1.21M 0.01% +3,829 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: 8,875 shares; 2022Q4: 8,563 shares; 2023Q1: 8,563 shares; 2023Q2: 9,649 shares; 2023Q3: 9,970 shares; 2023Q4: 10,141 shares; 2024Q1: 14,053 shares 14,053 $1.21M 0.01% +3,912 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 2,815 shares; 2022Q4: 2,545 shares; 2023Q1: 2,545 shares; 2023Q2: 1,874 shares; 2023Q3: 1,853 shares; 2023Q4: 1,800 shares; 2024Q1: 2,246 shares 2,246 $1.21M 0.01% +446 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: 2,394 shares; 2022Q4: 2,266 shares; 2023Q1: 2,266 shares; 2023Q2: 2,256 shares; 2023Q3: 2,246 shares; 2023Q4: 2,393 shares; 2024Q1: 2,231 shares 2,231 $1.2M 0.01% -162 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; 2022Q2: restricted; 2022Q3: 9,215 shares; 2022Q4: 8,161 shares; 2023Q1: 8,161 shares; 2023Q2: 8,643 shares; 2023Q3: 8,197 shares; 2023Q4: 8,288 shares; 2024Q1: 8,193 shares 8,193 $1.19M 0.01% -95 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 22,808 shares; 2022Q4: 23,650 shares; 2023Q1: 23,650 shares; 2023Q2: 27,957 shares; 2023Q3: 30,117 shares; 2023Q4: 29,013 shares; 2024Q1: 28,253 shares 28,253 $1.19M 0.01% -760 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: 8,584 shares; 2022Q4: 9,458 shares; 2023Q1: 9,458 shares; 2023Q2: 9,407 shares; 2023Q3: 9,256 shares; 2023Q4: 8,742 shares; 2024Q1: 8,182 shares 8,182 $1.19M 0.01% -560 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: 975 shares; 2022Q4: 1,004 shares; 2023Q1: 1,004 shares; 2023Q2: 998 shares; 2023Q3: 1,003 shares; 2023Q4: 1,024 shares; 2024Q1: 1,041 shares 1,041 $1.18M 0.01% +17 Timeline GVI 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: 27,510 shares; 2022Q4: 24,037 shares; 2023Q1: 24,037 shares; 2023Q2: 15,731 shares; 2023Q3: 13,858 shares; 2023Q4: 13,858 shares; 2024Q1: 11,196 shares 11,196 $1.16M 0.01% -2,662 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 8,408 shares; 2022Q4: 7,875 shares; 2023Q1: 7,875 shares; 2023Q2: 9,514 shares; 2023Q3: 9,630 shares; 2023Q4: 10,190 shares; 2024Q1: 15,873 shares 15,873 $1.16M 0.01% +5,683 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 11,346 shares; 2023Q3: 11,209 shares; 2023Q4: 11,354 shares; 2024Q1: 13,307 shares 13,307 $1.15M 0.01% +1,953 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; 2022Q2: restricted; 2022Q3: 75,819 shares; 2022Q4: 77,372 shares; 2023Q1: 77,372 shares; 2023Q2: 76,076 shares; 2023Q3: 79,731 shares; 2023Q4: 90,747 shares; 2024Q1: 84,095 shares 84,095 $1.12M 0.01% -6,652 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 652 shares 652 $1.11M 0.01% new 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: 7,144 shares; 2022Q4: 8,001 shares; 2023Q1: 8,001 shares; 2023Q2: 8,646 shares; 2023Q3: 9,563 shares; 2023Q4: 9,717 shares; 2024Q1: 10,951 shares 10,951 $1.11M 0.01% +1,234 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: 11,168 shares; 2022Q4: 10,940 shares; 2023Q1: 10,940 shares; 2023Q2: 14,337 shares; 2023Q3: 15,710 shares; 2023Q4: 16,127 shares; 2024Q1: 15,842 shares 15,842 $1.11M 0.01% -285 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 336 shares; 2022Q4: 352 shares; 2023Q1: 352 shares; 2023Q2: 370 shares; 2023Q3: 371 shares; 2023Q4: 374 shares; 2024Q1: 379 shares 379 $1.1M 0.01% +5 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; 2022Q2: restricted; 2022Q3: 1,877 shares; 2022Q4: 1,446 shares; 2023Q1: 1,446 shares; 2023Q2: 1,981 shares; 2023Q3: 1,879 shares; 2023Q4: 3,444 shares; 2024Q1: 4,048 shares 4,048 $1.1M 0.01% +604 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; 2022Q2: restricted; 2022Q3: 8,244 shares; 2022Q4: 8,264 shares; 2023Q1: 8,264 shares; 2023Q2: 8,417 shares; 2023Q3: 8,308 shares; 2023Q4: 8,305 shares; 2024Q1: 8,305 shares 8,305 $1.09M 0.01% 0 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 2,140 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 14,995 shares; 2023Q3: 15,125 shares; 2023Q4: 11,333 shares; 2024Q1: 4,259 shares 4,259 $1.07M 0.01% -7,074 Timeline RWJ 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: 12,469 shares; 2022Q4: 11,973 shares; 2023Q1: 11,973 shares; 2023Q2: 11,740 shares; 2023Q3: 34,793 shares; 2023Q4: 34,805 shares; 2024Q1: 25,021 shares 25,021 $1.07M 0.01% -9,784 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 3,900 shares; 2022Q4: 3,907 shares; 2023Q1: 3,907 shares; 2023Q2: 3,771 shares; 2023Q3: 3,690 shares; 2023Q4: 3,635 shares; 2024Q1: 3,673 shares 3,673 $1.07M 0.01% +38 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 4,607 shares; 2022Q4: 4,600 shares; 2023Q1: 4,600 shares; 2023Q2: 7,817 shares; 2023Q3: 8,239 shares; 2023Q4: 8,760 shares; 2024Q1: 7,954 shares 7,954 $1.06M 0.01% -806 Timeline SPTS 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: 46,846 shares; 2022Q4: 46,529 shares; 2023Q1: 46,529 shares; 2023Q2: 180,302 shares; 2023Q3: 148,128 shares; 2023Q4: 106,930 shares; 2024Q1: 36,355 shares 36,355 $1.05M 0.01% -70,575 Timeline SGOV 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: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 2,750 shares; 2023Q4: 2,831 shares; 2024Q1: 10,403 shares 10,403 $1.05M 0.01% +7,572 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: 4,339 shares; 2022Q4: 4,346 shares; 2023Q1: 4,346 shares; 2023Q2: 5,410 shares; 2023Q3: 14,614 shares; 2023Q4: 36,087 shares; 2024Q1: 12,920 shares 12,920 $1.04M 0.01% -23,167 Timeline SCHH 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: 34,277 shares; 2022Q4: 35,450 shares; 2023Q1: 35,450 shares; 2023Q2: 69,913 shares; 2023Q3: 70,034 shares; 2023Q4: 50,083 shares; 2024Q1: 50,952 shares 50,952 $1.03M 0.01% +869 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 8,416 shares; 2022Q4: 8,566 shares; 2023Q1: 8,566 shares; 2023Q2: 8,006 shares; 2023Q3: 8,363 shares; 2023Q4: 8,203 shares; 2024Q1: 7,406 shares 7,406 $1.03M 0.01% -797 Timeline PRCT PROCEPT BIOROBOTICS CORP More: the full row for PROCEPT BIOROBOTICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 21,405 shares; 2022Q4: 21,405 shares; 2023Q1: 21,405 shares; 2023Q2: 21,205 shares; 2023Q3: 20,705 shares; 2023Q4: 20,705 shares; 2024Q1: 20,505 shares 20,505 $1.01M 0.01% -200 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 18,765 shares; 2022Q4: 16,964 shares; 2023Q1: 16,964 shares; 2023Q2: 20,605 shares; 2023Q3: 34,056 shares; 2023Q4: 33,097 shares; 2024Q1: 33,497 shares 33,497 $1.01M 0.01% +400 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 14,065 shares; 2022Q4: 14,774 shares; 2023Q1: 14,774 shares; 2023Q2: 14,694 shares; 2023Q3: 14,925 shares; 2023Q4: 18,410 shares; 2024Q1: 18,798 shares 18,798 $1.01M 0.01% +388 Timeline EFAV 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: 6,343 shares; 2022Q4: 7,484 shares; 2023Q1: 7,484 shares; 2023Q2: 6,197 shares; 2023Q3: 6,255 shares; 2023Q4: 17,486 shares; 2024Q1: 14,222 shares 14,222 $1.01M 0.01% -3,264 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 11,177 shares; 2022Q4: 10,396 shares; 2023Q1: 10,396 shares; 2023Q2: 13,225 shares; 2023Q3: 10,027 shares; 2023Q4: 6,831 shares; 2024Q1: 6,458 shares 6,458 $1.01M 0.01% -373 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 1,880 shares; 2022Q4: 1,648 shares; 2023Q1: 1,648 shares; 2023Q2: 1,832 shares; 2023Q3: 1,822 shares; 2023Q4: 2,053 shares; 2024Q1: 2,408 shares 2,408 $1.01M 0.01% +355 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 556 shares 556 $998K 0.01% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 56,782 shares; 2022Q4: 54,474 shares; 2023Q1: 54,474 shares; 2023Q2: 62,135 shares; 2023Q3: 62,460 shares; 2023Q4: 63,279 shares; 2024Q1: 63,372 shares 63,372 $997K 0.01% +93 Timeline MGK 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: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 3,430 shares; 2023Q3: 3,430 shares; 2023Q4: 3,470 shares; 2024Q1: 3,470 shares 3,470 $995K 0.01% 0 Timeline PFF 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: 48,269 shares; 2022Q4: 31,636 shares; 2023Q1: 31,636 shares; 2023Q2: 32,876 shares; 2023Q3: 29,574 shares; 2023Q4: 30,829 shares; 2024Q1: 30,829 shares 30,829 $994K 0.01% 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; 2022Q2: restricted; 2022Q3: 5,170 shares; 2022Q4: 4,238 shares; 2023Q1: 4,238 shares; 2023Q2: 4,000 shares; 2023Q3: 4,341 shares; 2023Q4: 4,054 shares; 2024Q1: 4,253 shares 4,253 $979K 0.01% +199 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 12,239 shares; 2022Q4: 12,234 shares; 2023Q1: 12,234 shares; 2023Q2: 12,270 shares; 2023Q3: 12,285 shares; 2023Q4: 12,292 shares; 2024Q1: 12,956 shares 12,956 $978K 0.01% +664 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 2,798 shares; 2023Q3: 3,198 shares; 2023Q4: 4,611 shares; 2024Q1: 9,362 shares 9,362 $965K 0.01% +4,751 Timeline SCHP 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: 25,749 shares; 2022Q4: 31,101 shares; 2023Q1: 31,101 shares; 2023Q2: 30,757 shares; 2023Q3: 24,846 shares; 2023Q4: 17,145 shares; 2024Q1: 18,417 shares 18,417 $961K 0.01% +1,272 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: 1,850 shares; 2022Q4: 1,746 shares; 2023Q1: 1,746 shares; 2023Q2: 2,406 shares; 2023Q3: 2,477 shares; 2023Q4: 2,447 shares; 2024Q1: 2,658 shares 2,658 $951K 0.01% +211 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: 12,192 shares; 2022Q4: 11,707 shares; 2023Q1: 11,707 shares; 2023Q2: 10,158 shares; 2023Q3: 8,918 shares; 2023Q4: 12,208 shares; 2024Q1: 11,870 shares 11,870 $947K 0.01% -338 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; 2022Q2: restricted; 2022Q3: 9,154 shares; 2022Q4: 8,830 shares; 2023Q1: 8,830 shares; 2023Q2: 9,434 shares; 2023Q3: 8,999 shares; 2023Q4: 9,334 shares; 2024Q1: 10,380 shares 10,380 $943K 0.01% +1,046 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 14,795 shares; 2022Q4: 13,238 shares; 2023Q1: 13,238 shares; 2023Q2: 16,616 shares; 2023Q3: 12,663 shares; 2023Q4: 13,128 shares; 2024Q1: 12,960 shares 12,960 $941K 0.01% -168 Timeline SPSM 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: 26,984 shares; 2022Q4: 25,759 shares; 2023Q1: 25,759 shares; 2023Q2: 28,490 shares; 2023Q3: 28,667 shares; 2023Q4: 24,079 shares; 2024Q1: 21,674 shares 21,674 $933K 0.01% -2,405 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: 15,798 shares; 2022Q4: 14,179 shares; 2023Q1: 14,179 shares; 2023Q2: 14,357 shares; 2023Q3: 12,855 shares; 2023Q4: 13,243 shares; 2024Q1: 13,280 shares 13,280 $929K 0.01% +37 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 38,543 shares; 2022Q4: 34,864 shares; 2023Q1: 34,864 shares; 2023Q2: 33,193 shares; 2023Q3: 33,249 shares; 2023Q4: 33,411 shares; 2024Q1: 33,018 shares 33,018 $921K 0.01% -393 Timeline DGRO 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: 11,769 shares; 2022Q4: 4,308 shares; 2023Q1: 4,308 shares; 2023Q2: 4,276 shares; 2023Q3: 4,609 shares; 2023Q4: 26,899 shares; 2024Q1: 15,748 shares 15,748 $914K 0.01% -11,151 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 811 shares; 2022Q4: 777 shares; 2023Q1: 777 shares; 2023Q2: 867 shares; 2023Q3: 798 shares; 2023Q4: 875 shares; 2024Q1: 893 shares 893 $908K 0.01% +18 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 4,405 shares; 2022Q4: 2,505 shares; 2023Q1: 2,505 shares; 2023Q2: 3,935 shares; 2023Q3: 3,616 shares; 2023Q4: 3,679 shares; 2024Q1: 5,258 shares 5,258 $890K 0.01% +1,579 Timeline INTF 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: 28,284 shares; 2022Q4: 28,284 shares; 2023Q1: 28,284 shares; 2023Q2: 29,554 shares; 2023Q3: 29,554 shares; 2023Q4: 29,189 shares; 2024Q1: 29,743 shares 29,743 $888K 0.01% +554 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: 19,789 shares; 2022Q4: 23,283 shares; 2023Q1: 23,283 shares; 2023Q2: 23,438 shares; 2023Q3: 23,260 shares; 2023Q4: 23,662 shares; 2024Q1: 23,619 shares 23,619 $887K 0.01% -43 Timeline AVES AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 14,742 shares; 2023Q1: 14,742 shares; 2023Q2: 17,781 shares; 2023Q3: 17,965 shares; 2023Q4: 18,570 shares; 2024Q1: 18,592 shares 18,592 $881K 0.01% +22 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: 2,705 shares; 2022Q4: 2,951 shares; 2023Q1: 2,951 shares; 2023Q2: 5,248 shares; 2023Q3: 5,453 shares; 2023Q4: 8,399 shares; 2024Q1: 7,659 shares 7,659 $881K 0.01% -740 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 8,724 shares; 2024Q1: 17,341 shares 17,341 $875K 0.01% +8,617 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 22,940 shares; 2024Q1: 21,962 shares 21,962 $866K 0.01% -978 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 15,205 shares; 2022Q4: 13,474 shares; 2023Q1: 13,474 shares; 2023Q2: 16,670 shares; 2023Q3: 20,633 shares; 2023Q4: 18,366 shares; 2024Q1: 22,943 shares 22,943 $864K 0.01% +4,577 Timeline TLH 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: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 8,249 shares; 2024Q1: 8,200 shares 8,200 $861K 0.01% -49 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 8,680 shares; 2023Q3: 8,680 shares; 2023Q4: 8,680 shares; 2024Q1: 8,680 shares 8,680 $857K 0.01% 0 Timeline UDMY UDEMY INC More: the full row for UDEMY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 77,953 shares; 2023Q4: 77,953 shares; 2024Q1: 77,953 shares 77,953 $856K 0.01% 0 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 22,179 shares; 2023Q3: 24,723 shares; 2023Q4: 21,430 shares; 2024Q1: 25,027 shares 25,027 $843K 0.01% +3,597 Timeline CAMT CAMTEK LTD More: the full row for CAMTEK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 10,000 shares; 2023Q3: 10,000 shares; 2023Q4: 10,000 shares; 2024Q1: 10,019 shares 10,019 $839K 0.01% +19 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: 1,571 shares; 2022Q4: 1,891 shares; 2023Q1: 1,891 shares; 2023Q2: 1,965 shares; 2023Q3: 1,809 shares; 2023Q4: 1,794 shares; 2024Q1: 1,611 shares 1,611 $835K 0.01% -183 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: 3,529 shares; 2022Q4: 3,831 shares; 2023Q1: 3,831 shares; 2023Q2: 3,970 shares; 2023Q3: 3,983 shares; 2023Q4: 4,170 shares; 2024Q1: 4,053 shares 4,053 $835K 0.01% -117 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; 2022Q2: restricted; 2022Q3: 10,494 shares; 2022Q4: 10,332 shares; 2023Q1: 10,332 shares; 2023Q2: 11,621 shares; 2023Q3: 12,952 shares; 2023Q4: 13,320 shares; 2024Q1: 14,355 shares 14,355 $832K 0.01% +1,035 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 11,117 shares; 2022Q4: 9,619 shares; 2023Q1: 9,619 shares; 2023Q2: 13,954 shares; 2023Q3: 14,269 shares; 2023Q4: 14,206 shares; 2024Q1: 14,537 shares 14,537 $830K 0.01% +331 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: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 736 shares; 2023Q3: 744 shares; 2023Q4: 743 shares; 2024Q1: 1,981 shares 1,981 $822K 0.01% +1,238 Timeline FCF FIRST COMWLTH FINL CORP PA More: the full row for FIRST COMWLTH FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 46,217 shares; 2022Q4: 46,217 shares; 2023Q1: 46,217 shares; 2023Q2: 46,156 shares; 2023Q3: 45,371 shares; 2023Q4: 58,924 shares; 2024Q1: 58,924 shares 58,924 $820K 0.01% 0 Timeline MTUM 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: 3,097 shares; 2022Q4: 3,487 shares; 2023Q1: 3,487 shares; 2023Q2: 7,234 shares; 2023Q3: 6,773 shares; 2023Q4: 5,153 shares; 2024Q1: 4,371 shares 4,371 $819K 0.01% -782 Timeline IXN 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: 11,460 shares; 2022Q4: 10,710 shares; 2023Q1: 10,710 shares; 2023Q2: 10,710 shares; 2023Q3: 10,710 shares; 2023Q4: 10,944 shares; 2024Q1: 10,710 shares 10,710 $801K 0.01% -234 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 7,957 shares; 2023Q1: 7,957 shares; 2023Q2: 7,948 shares; 2023Q3: 10,600 shares; 2023Q4: 8,483 shares; 2024Q1: 10,367 shares 10,367 $800K 0.01% +1,884 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: not reported; 2022Q4: 2,228 shares; 2023Q1: 2,228 shares; 2023Q2: 2,456 shares; 2023Q3: 5,572 shares; 2023Q4: 6,340 shares; 2024Q1: 6,195 shares 6,195 $795K 0.01% -145 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: 10,919 shares; 2022Q4: 11,226 shares; 2023Q1: 11,226 shares; 2023Q2: 10,780 shares; 2023Q3: 11,502 shares; 2023Q4: 7,798 shares; 2024Q1: 11,747 shares 11,747 $792K 0.01% +3,949 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 2,834 shares; 2022Q4: 2,570 shares; 2023Q1: 2,570 shares; 2023Q2: 3,123 shares; 2023Q3: 2,955 shares; 2023Q4: 3,538 shares; 2024Q1: 3,667 shares 3,667 $781K 0.01% +129 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 27,000 shares; 2022Q4: 31,105 shares; 2023Q1: 31,105 shares; 2023Q2: 31,000 shares; 2023Q3: 31,000 shares; 2023Q4: 31,000 shares; 2024Q1: 31,007 shares 31,007 $781K 0.01% +7 Timeline REET 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: 25,095 shares; 2022Q4: 37,952 shares; 2023Q1: 37,952 shares; 2023Q2: 45,540 shares; 2023Q3: 36,974 shares; 2023Q4: 27,703 shares; 2024Q1: 32,859 shares 32,859 $778K 0.01% +5,156 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 2,253 shares; 2022Q4: 2,018 shares; 2023Q1: 2,018 shares; 2023Q2: 1,541 shares; 2023Q3: 1,461 shares; 2023Q4: 1,430 shares; 2024Q1: 1,555 shares 1,555 $773K 0.01% +125 Timeline WELLS FARGO & CO 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: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 615 shares; 2023Q3: 602 shares; 2023Q4: 600 shares; 2024Q1: 631 shares 631 $769K 0.01% +31 MGC 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: 4,329 shares; 2022Q4: 4,187 shares; 2023Q1: 4,187 shares; 2023Q2: 4,149 shares; 2023Q3: 4,149 shares; 2023Q4: 4,149 shares; 2024Q1: 4,049 shares 4,049 $757K 0.01% -100 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; 2022Q2: restricted; 2022Q3: 19,278 shares; 2022Q4: 18,670 shares; 2023Q1: 18,670 shares; 2023Q2: 18,258 shares; 2023Q3: 18,550 shares; 2023Q4: 17,607 shares; 2024Q1: 17,859 shares 17,859 $752K 0.01% +252 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 21,638 shares; 2022Q4: 23,720 shares; 2023Q1: 23,720 shares; 2023Q2: 23,720 shares; 2023Q3: 22,513 shares; 2023Q4: 22,514 shares; 2024Q1: 23,072 shares 23,072 $749K 0.01% +558 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 4,806 shares; 2022Q4: 5,066 shares; 2023Q1: 5,066 shares; 2023Q2: 5,869 shares; 2023Q3: 4,949 shares; 2023Q4: 4,828 shares; 2024Q1: 4,786 shares 4,786 $748K 0.01% -42 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: 5,509 shares; 2022Q4: 5,163 shares; 2023Q1: 5,163 shares; 2023Q2: 5,231 shares; 2023Q3: 5,262 shares; 2023Q4: 5,108 shares; 2024Q1: 6,068 shares 6,068 $745K 0.01% +960 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: 1,306 shares; 2022Q4: 1,277 shares; 2023Q1: 1,277 shares; 2023Q2: 1,436 shares; 2023Q3: 1,510 shares; 2023Q4: 1,761 shares; 2024Q1: 1,782 shares 1,782 $745K 0.01% +21 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; 2022Q2: restricted; 2022Q3: 12,556 shares; 2022Q4: 10,645 shares; 2023Q1: 10,645 shares; 2023Q2: 11,405 shares; 2023Q3: 10,785 shares; 2023Q4: 10,713 shares; 2024Q1: 11,012 shares 11,012 $742K 0.01% +299 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 821 shares; 2022Q4: 807 shares; 2023Q1: 807 shares; 2023Q2: 849 shares; 2023Q3: 2,136 shares; 2023Q4: 2,270 shares; 2024Q1: 2,221 shares 2,221 $741K 0.01% -49 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; 2022Q2: restricted; 2022Q3: 4,503 shares; 2022Q4: 4,613 shares; 2023Q1: 4,613 shares; 2023Q2: 4,411 shares; 2023Q3: 4,244 shares; 2023Q4: 5,735 shares; 2024Q1: 4,996 shares 4,996 $738K 0.01% -739 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: 1,248 shares; 2022Q4: 1,298 shares; 2023Q1: 1,298 shares; 2023Q2: 1,018 shares; 2023Q3: 956 shares; 2023Q4: 880 shares; 2024Q1: 885 shares 885 $738K 0.01% +5 SUSA 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: 5,978 shares; 2022Q4: 5,636 shares; 2023Q1: 5,636 shares; 2023Q2: 6,063 shares; 2023Q3: 6,063 shares; 2023Q4: 6,807 shares; 2024Q1: 6,715 shares 6,715 $733K 0.01% -92 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 24,663 shares; 2023Q3: 29,878 shares; 2023Q4: 32,861 shares; 2024Q1: 31,775 shares 31,775 $731K 0.01% -1,086 Timeline VONV 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: 8,635 shares; 2022Q4: 9,302 shares; 2023Q1: 9,302 shares; 2023Q2: 7,898 shares; 2023Q3: 7,898 shares; 2023Q4: 7,159 shares; 2024Q1: 9,153 shares 9,153 $720K 0.01% +1,994 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; 2022Q2: restricted; 2022Q3: 5,262 shares; 2022Q4: 5,204 shares; 2023Q1: 5,204 shares; 2023Q2: 5,750 shares; 2023Q3: 5,817 shares; 2023Q4: 6,082 shares; 2024Q1: 6,091 shares 6,091 $715K 0.01% +9 Timeline WALGREENS BOOTS ALLIANCE INC WALGREENS BOOTS ALLIANCE INC More: the full row for WALGREENS BOOTS ALLIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 36,798 shares; 2022Q4: 39,966 shares; 2023Q1: 39,966 shares; 2023Q2: 41,156 shares; 2023Q3: 42,341 shares; 2023Q4: 39,468 shares; 2024Q1: 32,739 shares 32,739 $710K 0.01% -6,729 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: 3,237 shares; 2022Q4: 3,178 shares; 2023Q1: 3,178 shares; 2023Q2: 3,200 shares; 2023Q3: 3,203 shares; 2023Q4: 3,225 shares; 2024Q1: 3,273 shares 3,273 $705K 0.01% +48 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: not reported; 2022Q4: 10,530 shares; 2023Q1: 10,530 shares; 2023Q2: 10,130 shares; 2023Q3: 10,132 shares; 2023Q4: 10,257 shares; 2024Q1: 10,163 shares 10,163 $702K 0.01% -94 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: 8,977 shares; 2022Q4: 8,831 shares; 2023Q1: 8,831 shares; 2023Q2: 8,573 shares; 2023Q3: 8,433 shares; 2023Q4: 8,016 shares; 2024Q1: 7,679 shares 7,679 $701K 0.01% -337 Timeline IYY 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: 7,522 shares; 2022Q4: 7,522 shares; 2023Q1: 7,522 shares; 2023Q2: 7,522 shares; 2023Q3: 7,522 shares; 2023Q4: 7,654 shares; 2024Q1: 5,436 shares 5,436 $696K 0.01% -2,218 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: 3,375 shares; 2022Q4: 3,647 shares; 2023Q1: 3,647 shares; 2023Q2: 3,850 shares; 2023Q3: 3,712 shares; 2023Q4: 4,074 shares; 2024Q1: 3,510 shares 3,510 $695K 0.01% -564 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: 8,461 shares; 2022Q4: 5,429 shares; 2023Q1: 5,429 shares; 2023Q2: 5,245 shares; 2023Q3: 5,546 shares; 2023Q4: 8,049 shares; 2024Q1: 8,693 shares 8,693 $695K 0.01% +644 Timeline ISTB 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: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 45,071 shares; 2024Q1: 14,622 shares 14,622 $694K 0.01% -30,449 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 25,167 shares; 2022Q4: 24,172 shares; 2023Q1: 24,172 shares; 2023Q2: 28,493 shares; 2023Q3: 42,422 shares; 2023Q4: 37,771 shares; 2024Q1: 39,070 shares 39,070 $693K 0.01% +1,299 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: 2,436 shares; 2022Q4: 2,803 shares; 2023Q1: 2,803 shares; 2023Q2: 2,884 shares; 2023Q3: 2,892 shares; 2023Q4: 2,641 shares; 2024Q1: 2,586 shares 2,586 $670K 0.01% -55 Timeline CRBN 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: 3,659 shares; 2022Q4: 3,659 shares; 2023Q1: 3,659 shares; 2023Q2: 3,702 shares; 2023Q3: 3,702 shares; 2023Q4: 3,702 shares; 2024Q1: 3,702 shares 3,702 $665K 0.01% 0 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: 2,509 shares; 2022Q4: 2,548 shares; 2023Q1: 2,548 shares; 2023Q2: 2,664 shares; 2023Q3: 2,540 shares; 2023Q4: 2,776 shares; 2024Q1: 2,734 shares 2,734 $662K 0.01% -42 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 7,041 shares; 2022Q4: 6,830 shares; 2023Q1: 6,830 shares; 2023Q2: 6,156 shares; 2023Q3: 5,221 shares; 2023Q4: 4,721 shares; 2024Q1: 4,232 shares 4,232 $660K 0.01% -489 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: 4,657 shares; 2022Q4: 6,475 shares; 2023Q1: 6,475 shares; 2023Q2: 4,924 shares; 2023Q3: 5,070 shares; 2023Q4: 5,839 shares; 2024Q1: 6,997 shares 6,997 $659K 0.01% +1,158 Timeline IYR 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: 7,497 shares; 2022Q4: 7,380 shares; 2023Q1: 7,380 shares; 2023Q2: 7,421 shares; 2023Q3: 7,041 shares; 2023Q4: 7,061 shares; 2024Q1: 7,180 shares 7,180 $645K 0.01% +119 Timeline IWS 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: 5,305 shares; 2022Q4: 5,243 shares; 2023Q1: 5,243 shares; 2023Q2: 4,770 shares; 2023Q3: 4,368 shares; 2023Q4: 4,356 shares; 2024Q1: 5,143 shares 5,143 $645K 0.01% +787 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 3,616 shares; 2022Q4: 3,689 shares; 2023Q1: 3,689 shares; 2023Q2: 4,044 shares; 2023Q3: 5,228 shares; 2023Q4: 5,203 shares; 2024Q1: 5,175 shares 5,175 $637K 0.01% -28 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 8,950 shares; 2022Q4: 10,177 shares; 2023Q1: 10,177 shares; 2023Q2: 14,313 shares; 2023Q3: 15,583 shares; 2023Q4: 12,031 shares; 2024Q1: 12,676 shares 12,676 $636K 0.01% +645 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: 10,281 shares; 2022Q4: 8,533 shares; 2023Q1: 8,533 shares; 2023Q2: 9,964 shares; 2023Q3: 9,994 shares; 2023Q4: 9,070 shares; 2024Q1: 8,772 shares 8,772 $632K 0.01% -298 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: 12,008 shares; 2022Q4: 8,352 shares; 2023Q1: 8,352 shares; 2023Q2: 16,483 shares; 2023Q3: 16,931 shares; 2023Q4: 16,102 shares; 2024Q1: 14,721 shares 14,721 $631K 0.01% -1,381 Timeline TFSL TFS FINL CORP More: the full row for TFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 50,091 shares; 2022Q4: 50,092 shares; 2023Q1: 50,092 shares; 2023Q2: 50,091 shares; 2023Q3: 50,091 shares; 2023Q4: 50,091 shares; 2024Q1: 50,091 shares 50,091 $629K 0.01% 0 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 40,348 shares; 2022Q4: 37,692 shares; 2023Q1: 37,692 shares; 2023Q2: 37,576 shares; 2023Q3: 37,642 shares; 2023Q4: 38,073 shares; 2024Q1: 38,117 shares 38,117 $629K 0.01% +44 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 8,527 shares; 2022Q4: 8,670 shares; 2023Q1: 8,670 shares; 2023Q2: 11,052 shares; 2023Q3: 10,764 shares; 2023Q4: 10,555 shares; 2024Q1: 9,631 shares 9,631 $626K 0.01% -924 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 30,265 shares; 2022Q4: 30,775 shares; 2023Q1: 30,775 shares; 2023Q2: 31,103 shares; 2023Q3: 31,048 shares; 2023Q4: 30,561 shares; 2024Q1: 32,850 shares 32,850 $616K 0.01% +2,289 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: 16,881 shares; 2022Q4: 19,566 shares; 2023Q1: 19,566 shares; 2023Q2: 20,916 shares; 2023Q3: 21,398 shares; 2023Q4: 14,556 shares; 2024Q1: 12,461 shares 12,461 $613K 0.01% -2,095 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; 2022Q2: restricted; 2022Q3: 8,307 shares; 2022Q4: 8,284 shares; 2023Q1: 8,284 shares; 2023Q2: 7,303 shares; 2023Q3: 6,391 shares; 2023Q4: 7,339 shares; 2024Q1: 7,937 shares 7,937 $606K 0.01% +598 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 4,178 shares; 2022Q4: 4,178 shares; 2023Q1: 4,178 shares; 2023Q2: 4,179 shares; 2023Q3: 4,211 shares; 2023Q4: 4,183 shares; 2024Q1: 4,205 shares 4,205 $605K 0.01% +22 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 4,260 shares; 2022Q4: 4,139 shares; 2023Q1: 4,139 shares; 2023Q2: 4,409 shares; 2023Q3: 4,492 shares; 2023Q4: 4,426 shares; 2024Q1: 4,560 shares 4,560 $602K 0.01% +134 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; 2022Q2: restricted; 2022Q3: 6,209 shares; 2022Q4: 6,176 shares; 2023Q1: 6,176 shares; 2023Q2: 5,258 shares; 2023Q3: 5,189 shares; 2023Q4: 4,759 shares; 2024Q1: 4,531 shares 4,531 $601K 0.01% -228 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 53,869 shares; 2024Q1: 61,304 shares 61,304 $601K 0.01% +7,435 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 184 shares; 2022Q4: 184 shares; 2023Q1: 184 shares; 2023Q2: 182 shares; 2023Q3: 182 shares; 2023Q4: 183 shares; 2024Q1: 189 shares 189 $594K 0.01% +6 Timeline DES 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: 13,979 shares; 2022Q4: 13,979 shares; 2023Q1: 13,979 shares; 2023Q2: 20,858 shares; 2023Q3: 20,858 shares; 2023Q4: 21,047 shares; 2024Q1: 18,112 shares 18,112 $592K 0.01% -2,935 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 1,485 shares; 2023Q1: 1,485 shares; 2023Q2: 2,088 shares; 2023Q3: 2,139 shares; 2023Q4: 2,116 shares; 2024Q1: 2,267 shares 2,267 $589K 0.01% +151 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 15,307 shares; 2022Q4: 14,596 shares; 2023Q1: 14,596 shares; 2023Q2: 7,374 shares; 2023Q3: 8,932 shares; 2023Q4: 13,264 shares; 2024Q1: 16,180 shares 16,180 $585K 0.01% +2,916 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; 2022Q2: restricted; 2022Q3: 6,890 shares; 2022Q4: 6,630 shares; 2023Q1: 6,630 shares; 2023Q2: 7,353 shares; 2023Q3: 8,002 shares; 2023Q4: 7,499 shares; 2024Q1: 7,632 shares 7,632 $585K 0.01% +133 Timeline XVV 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: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 14,453 shares; 2023Q4: 14,453 shares; 2024Q1: 14,453 shares 14,453 $582K 0.01% 0 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: 6,854 shares; 2022Q4: 6,691 shares; 2023Q1: 6,691 shares; 2023Q2: 6,749 shares; 2023Q3: 6,987 shares; 2023Q4: 7,223 shares; 2024Q1: 8,425 shares 8,425 $580K 0.01% +1,202 CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 7,245 shares; 2022Q4: 7,393 shares; 2023Q1: 7,393 shares; 2023Q2: 8,185 shares; 2023Q3: 10,449 shares; 2023Q4: 9,874 shares; 2024Q1: 9,941 shares 9,941 $573K 0.01% +67 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; 2022Q2: restricted; 2022Q3: 1,255 shares; 2022Q4: 1,269 shares; 2023Q1: 1,269 shares; 2023Q2: 3,816 shares; 2023Q3: 2,481 shares; 2023Q4: 2,411 shares; 2024Q1: 2,777 shares 2,777 $567K 0.01% +366 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 3,116 shares; 2022Q4: 3,083 shares; 2023Q1: 3,083 shares; 2023Q2: 4,183 shares; 2023Q3: 3,377 shares; 2023Q4: 3,366 shares; 2024Q1: 3,202 shares 3,202 $561K 0.01% -164 Timeline XT 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: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 16,496 shares; 2024Q1: 9,223 shares 9,223 $550K 0.01% -7,273 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 22,750 shares; 2022Q4: 23,479 shares; 2023Q1: 23,479 shares; 2023Q2: 22,129 shares; 2023Q3: 21,271 shares; 2023Q4: 22,949 shares; 2024Q1: 21,961 shares 21,961 $549K 0.01% -988 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 4,459 shares; 2022Q4: 4,590 shares; 2023Q1: 4,590 shares; 2023Q2: not reported; 2023Q3: 3,543 shares; 2023Q4: 3,931 shares; 2024Q1: 4,642 shares 4,642 $547K 0.01% +711 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 993 shares; 2022Q4: 981 shares; 2023Q1: 981 shares; 2023Q2: 858 shares; 2023Q3: 858 shares; 2023Q4: 1,135 shares; 2024Q1: 1,141 shares 1,141 $546K 0.01% +6 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; 2022Q2: restricted; 2022Q3: 5,821 shares; 2022Q4: 6,302 shares; 2023Q1: 6,302 shares; 2023Q2: 6,616 shares; 2023Q3: 6,001 shares; 2023Q4: 7,771 shares; 2024Q1: 8,026 shares 8,026 $544K 0.01% +255 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 4,636 shares; 2022Q4: 4,303 shares; 2023Q1: 4,303 shares; 2023Q2: 4,245 shares; 2023Q3: 4,285 shares; 2023Q4: 4,057 shares; 2024Q1: 8,067 shares 8,067 $541K 0.01% +4,010 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 3,271 shares; 2022Q4: 3,116 shares; 2023Q1: 3,116 shares; 2023Q2: 2,993 shares; 2023Q3: 2,993 shares; 2023Q4: 2,993 shares; 2024Q1: 2,993 shares 2,993 $540K 0.01% 0 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 19,965 shares; 2022Q4: 20,312 shares; 2023Q1: 20,312 shares; 2023Q2: 16,218 shares; 2023Q3: 16,218 shares; 2023Q4: 16,218 shares; 2024Q1: 30,695 shares 30,695 $539K 0.01% +14,477 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; 2022Q2: restricted; 2022Q3: 2,569 shares; 2022Q4: 3,099 shares; 2023Q1: 3,099 shares; 2023Q2: 3,678 shares; 2023Q3: 3,325 shares; 2023Q4: 3,631 shares; 2024Q1: 3,495 shares 3,495 $535K 0.01% -136 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 7,888 shares; 2022Q4: 10,827 shares; 2023Q1: 10,827 shares; 2023Q2: 10,440 shares; 2023Q3: 16,431 shares; 2023Q4: 9,458 shares; 2024Q1: 13,659 shares 13,659 $532K 0.01% +4,201 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 2,627 shares; 2022Q4: 2,653 shares; 2023Q1: 2,653 shares; 2023Q2: 3,569 shares; 2023Q3: 7,122 shares; 2023Q4: 7,119 shares; 2024Q1: 7,399 shares 7,399 $531K 0.01% +280 Timeline SCHZ 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: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 4,657 shares; 2023Q3: 11,005 shares; 2023Q4: 11,144 shares; 2024Q1: 11,496 shares 11,496 $529K 0.01% +352 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: 7,239 shares; 2022Q4: 6,308 shares; 2023Q1: 6,308 shares; 2023Q2: 6,624 shares; 2023Q3: 7,588 shares; 2023Q4: 7,876 shares; 2024Q1: 7,887 shares 7,887 $528K 0.01% +11 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: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 5,313 shares; 2023Q3: 5,264 shares; 2023Q4: 5,155 shares; 2024Q1: 5,969 shares 5,969 $526K 0.01% +814 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 336 shares; 2022Q4: 256 shares; 2023Q1: 256 shares; 2023Q2: 256 shares; 2023Q3: 265 shares; 2023Q4: 268 shares; 2024Q1: 344 shares 344 $523K 0.01% +76 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 6,296 shares; 2022Q4: 5,018 shares; 2023Q1: 5,018 shares; 2023Q2: 7,970 shares; 2023Q3: 7,666 shares; 2023Q4: 7,795 shares; 2024Q1: 7,794 shares 7,794 $520K 0.01% -1 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,734 shares; 2023Q3: 1,536 shares; 2023Q4: 1,359 shares; 2024Q1: 1,615 shares 1,615 $518K 0.01% +256 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: not reported; 2022Q4: 994 shares; 2023Q1: 994 shares; 2023Q2: 1,521 shares; 2023Q3: 1,582 shares; 2023Q4: 2,061 shares; 2024Q1: 1,971 shares 1,971 $516K 0.01% -90 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 4,564 shares; 2022Q4: 2,689 shares; 2023Q1: 2,689 shares; 2023Q2: 2,672 shares; 2023Q3: 13,356 shares; 2023Q4: 14,450 shares; 2024Q1: 13,356 shares 13,356 $514K 0.01% -1,094 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; 2022Q2: restricted; 2022Q3: 5,078 shares; 2022Q4: 15,886 shares; 2023Q1: 15,886 shares; 2023Q2: 17,292 shares; 2023Q3: 16,059 shares; 2023Q4: 10,225 shares; 2024Q1: 10,257 shares 10,257 $508K 0.01% +32 Timeline ILCG 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: 6,700 shares; 2022Q4: 6,700 shares; 2023Q1: 6,700 shares; 2023Q2: 6,700 shares; 2023Q3: 6,700 shares; 2023Q4: 6,700 shares; 2024Q1: 6,714 shares 6,714 $507K 0.01% +14 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: 5,303 shares; 2022Q4: 5,058 shares; 2023Q1: 5,058 shares; 2023Q2: 5,391 shares; 2023Q3: 5,228 shares; 2023Q4: 4,018 shares; 2024Q1: 3,847 shares 3,847 $503K 0.01% -171 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 3,262 shares; 2022Q4: 3,417 shares; 2023Q1: 3,417 shares; 2023Q2: 6,820 shares; 2023Q3: 6,820 shares; 2023Q4: 2,923 shares; 2024Q1: 2,919 shares 2,919 $503K 0.01% -4 Timeline LQD 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: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 2,088 shares; 2023Q3: not reported; 2023Q4: 3,154 shares; 2024Q1: 4,580 shares 4,580 $499K 0.01% +1,426 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 8,154 shares; 2022Q4: 7,743 shares; 2023Q1: 7,743 shares; 2023Q2: 6,311 shares; 2023Q3: 6,527 shares; 2023Q4: 7,637 shares; 2024Q1: 9,078 shares 9,078 $498K 0.01% +1,441 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: 3,807 shares; 2022Q4: 3,496 shares; 2023Q1: 3,496 shares; 2023Q2: 3,345 shares; 2023Q3: 3,593 shares; 2023Q4: 3,297 shares; 2024Q1: 3,079 shares 3,079 $498K 0.01% -218 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 10,556 shares; 2022Q4: 8,182 shares; 2023Q1: 8,182 shares; 2023Q2: 8,513 shares; 2023Q3: 8,248 shares; 2023Q4: 8,520 shares; 2024Q1: 7,874 shares 7,874 $495K 0.01% -646 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; 2022Q2: restricted; 2022Q3: 3,476 shares; 2022Q4: 3,191 shares; 2023Q1: 3,191 shares; 2023Q2: 3,725 shares; 2023Q3: 3,631 shares; 2023Q4: 3,531 shares; 2024Q1: 3,749 shares 3,749 $494K 0.01% +218 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: 11,830 shares; 2022Q4: 11,482 shares; 2023Q1: 11,482 shares; 2023Q2: 11,870 shares; 2023Q3: 10,962 shares; 2023Q4: 7,466 shares; 2024Q1: 7,706 shares 7,706 $487K 0.01% +240 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; 2022Q2: restricted; 2022Q3: 4,765 shares; 2022Q4: 3,834 shares; 2023Q1: 3,834 shares; 2023Q2: 3,818 shares; 2023Q3: 3,832 shares; 2023Q4: 3,839 shares; 2024Q1: 5,166 shares 5,166 $487K 0.01% +1,327 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 5,107 shares; 2022Q4: 5,203 shares; 2023Q1: 5,203 shares; 2023Q2: 3,712 shares; 2023Q3: 3,680 shares; 2023Q4: 3,909 shares; 2024Q1: 3,971 shares 3,971 $485K 0.01% +62 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 3,237 shares; 2022Q4: 3,122 shares; 2023Q1: 3,122 shares; 2023Q2: 3,154 shares; 2023Q3: 3,284 shares; 2023Q4: 3,224 shares; 2024Q1: 3,318 shares 3,318 $483K 0.01% +94 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; 2022Q2: restricted; 2022Q3: 5,889 shares; 2022Q4: 5,649 shares; 2023Q1: 5,649 shares; 2023Q2: 5,438 shares; 2023Q3: 5,889 shares; 2023Q4: 4,910 shares; 2024Q1: 5,558 shares 5,558 $480K 0.01% +648 Timeline IWC 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: 3,532 shares; 2022Q4: 3,532 shares; 2023Q1: 3,532 shares; 2023Q2: 3,991 shares; 2023Q3: 3,991 shares; 2023Q4: 3,951 shares; 2024Q1: 3,951 shares 3,951 $479K 0.01% 0 Timeline KXI 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: 5,105 shares; 2022Q4: 5,105 shares; 2023Q1: 5,105 shares; 2023Q2: 5,105 shares; 2023Q3: 5,055 shares; 2023Q4: 7,809 shares; 2024Q1: 7,809 shares 7,809 $477K 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: 1,094 shares; 2022Q4: 789 shares; 2023Q1: 789 shares; 2023Q2: 725 shares; 2023Q3: 684 shares; 2023Q4: 731 shares; 2024Q1: 854 shares 854 $475K 0.01% +123 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 639 shares; 2022Q4: 640 shares; 2023Q1: 640 shares; 2023Q2: 708 shares; 2023Q3: 683 shares; 2023Q4: 689 shares; 2024Q1: 700 shares 700 $474K 0.01% +11 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: 3,781 shares; 2022Q4: 3,808 shares; 2023Q1: 3,808 shares; 2023Q2: 3,578 shares; 2023Q3: 3,675 shares; 2023Q4: 3,537 shares; 2024Q1: 3,251 shares 3,251 $472K <0.01% -286 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,743 shares; 2023Q3: 1,504 shares; 2023Q4: 1,479 shares; 2024Q1: 1,479 shares 1,479 $470K <0.01% 0 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 10,020 shares; 2023Q4: 9,972 shares; 2024Q1: 11,060 shares 11,060 $467K <0.01% +1,088 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 8,060 shares; 2022Q4: 7,877 shares; 2023Q1: 7,877 shares; 2023Q2: 8,910 shares; 2023Q3: 8,353 shares; 2023Q4: 8,025 shares; 2024Q1: 8,125 shares 8,125 $466K <0.01% +100 Timeline IGM 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: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 900 shares; 2023Q3: 900 shares; 2023Q4: 900 shares; 2024Q1: 5,400 shares 5,400 $465K <0.01% +4,500 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 5,570 shares; 2022Q4: 5,643 shares; 2023Q1: 5,643 shares; 2023Q2: 5,643 shares; 2023Q3: 5,685 shares; 2023Q4: 5,630 shares; 2024Q1: 4,993 shares 4,993 $465K <0.01% -637 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 4,014 shares; 2022Q4: 3,583 shares; 2023Q1: 3,583 shares; 2023Q2: 4,563 shares; 2023Q3: 4,314 shares; 2023Q4: 3,402 shares; 2024Q1: 3,593 shares 3,593 $464K <0.01% +191 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 6,342 shares; 2022Q4: 6,085 shares; 2023Q1: 6,085 shares; 2023Q2: 35,750 shares; 2023Q3: 35,500 shares; 2023Q4: 26,461 shares; 2024Q1: 7,258 shares 7,258 $463K <0.01% -19,203 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 9,275 shares; 2022Q4: 9,407 shares; 2023Q1: 9,407 shares; 2023Q2: 9,240 shares; 2023Q3: 9,232 shares; 2023Q4: 9,230 shares; 2024Q1: 6,863 shares 6,863 $462K <0.01% -2,367 Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 6,713 shares; 2023Q4: 7,239 shares; 2024Q1: 7,510 shares 7,510 $461K <0.01% +271 Timeline HWC HANCOCK WHITNEY CORPORATION More: the full row for HANCOCK WHITNEY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 10,123 shares; 2022Q4: 10,123 shares; 2023Q1: 10,123 shares; 2023Q2: 10,123 shares; 2023Q3: 10,123 shares; 2023Q4: 10,123 shares; 2024Q1: 10,000 shares 10,000 $460K <0.01% -123 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 9,807 shares; 2024Q1: 11,843 shares 11,843 $460K <0.01% +2,036 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 4,768 shares; 2023Q3: 4,750 shares; 2023Q4: 4,887 shares; 2024Q1: 4,756 shares 4,756 $460K <0.01% -131 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 2,592 shares; 2022Q4: 1,537 shares; 2023Q1: 1,537 shares; 2023Q2: 1,479 shares; 2023Q3: 1,495 shares; 2023Q4: 1,558 shares; 2024Q1: 1,400 shares 1,400 $459K <0.01% -158 Timeline HESS CORP HESS CORP More: the full row for HESS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 2,901 shares; 2022Q4: 2,796 shares; 2023Q1: 2,796 shares; 2023Q2: 2,924 shares; 2023Q3: 2,941 shares; 2023Q4: 3,015 shares; 2024Q1: 2,948 shares 2,948 $450K <0.01% -67 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; 2022Q2: restricted; 2022Q3: 2,754 shares; 2022Q4: 2,805 shares; 2023Q1: 2,805 shares; 2023Q2: 2,130 shares; 2023Q3: 2,176 shares; 2023Q4: 3,247 shares; 2024Q1: 2,439 shares 2,439 $449K <0.01% -808 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,968 shares; 2024Q1: 3,921 shares 3,921 $447K <0.01% -1,047 Timeline COMB GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 27,657 shares; 2023Q3: 24,428 shares; 2023Q4: 26,849 shares; 2024Q1: 22,507 shares 22,507 $447K <0.01% -4,342 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 9,938 shares; 2022Q4: 8,861 shares; 2023Q1: 8,861 shares; 2023Q2: 8,924 shares; 2023Q3: 8,786 shares; 2023Q4: 8,983 shares; 2024Q1: 8,866 shares 8,866 $447K <0.01% -117 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 8,393 shares; 2022Q4: 8,765 shares; 2023Q1: 8,765 shares; 2023Q2: 6,761 shares; 2023Q3: 6,935 shares; 2023Q4: 5,754 shares; 2024Q1: 6,028 shares 6,028 $447K <0.01% +274 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: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 394 shares; 2023Q3: 421 shares; 2023Q4: 382 shares; 2024Q1: 460 shares 460 $446K <0.01% +78 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: 14,282 shares; 2022Q4: 13,965 shares; 2023Q1: 13,965 shares; 2023Q2: 14,434 shares; 2023Q3: 14,746 shares; 2023Q4: 14,446 shares; 2024Q1: 14,446 shares 14,446 $444K <0.01% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,522 shares; 2023Q3: 1,522 shares; 2023Q4: 1,890 shares; 2024Q1: 1,966 shares 1,966 $442K <0.01% +76 Timeline ENSTAR GROUP LIMITED ENSTAR GROUP LIMITED More: the full row for ENSTAR GROUP LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,423 shares; 2024Q1: 1,423 shares 1,423 $442K <0.01% 0 WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 1,204 shares; 2022Q4: 1,205 shares; 2023Q1: 1,205 shares; 2023Q2: 915 shares; 2023Q3: 1,508 shares; 2023Q4: 1,553 shares; 2024Q1: 1,607 shares 1,607 $442K <0.01% +54 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 18,500 shares; 2023Q1: 18,500 shares; 2023Q2: 18,500 shares; 2023Q3: 18,500 shares; 2023Q4: 18,500 shares; 2024Q1: 18,500 shares 18,500 $440K <0.01% 0 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 31,910 shares; 2022Q4: 31,210 shares; 2023Q1: 31,210 shares; 2023Q2: 31,162 shares; 2023Q3: 31,214 shares; 2023Q4: 31,162 shares; 2024Q1: 31,160 shares 31,160 $440K <0.01% -2 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: 3,752 shares; 2022Q4: 3,341 shares; 2023Q1: 3,341 shares; 2023Q2: 3,027 shares; 2023Q3: 2,961 shares; 2023Q4: 2,967 shares; 2024Q1: 2,970 shares 2,970 $436K <0.01% +3 Timeline