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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,820,643 shares; 2023Q3: 5,010,654 shares; 2023Q4: 5,276,464 shares; 2024Q1: 5,276,464 shares; 2024Q2: 5,466,015 shares; 2024Q3: 5,435,925 shares 5,435,925 $173M 16.99% -30,090 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 184 shares; 2023Q3: 164 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 164 shares; 2024Q3: 164 shares 164 $113M 11.15% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 558,650 shares; 2023Q3: 570,531 shares; 2023Q4: 588,040 shares; 2024Q1: 588,040 shares; 2024Q2: 601,720 shares; 2024Q3: 629,729 shares 629,729 $110M 10.81% +28,009 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 369,320 shares; 2023Q3: 384,845 shares; 2023Q4: 397,694 shares; 2024Q1: 397,694 shares; 2024Q2: 405,306 shares; 2024Q3: 410,589 shares 410,589 $73.6M 7.24% +5,283 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 208,362 shares; 2023Q3: 202,022 shares; 2023Q4: 203,451 shares; 2024Q1: 203,451 shares; 2024Q2: 200,453 shares; 2024Q3: 190,865 shares 190,865 $73.3M 7.21% -9,588 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,311,332 shares; 2023Q3: 2,437,965 shares; 2023Q4: 2,587,914 shares; 2024Q1: 2,587,914 shares; 2024Q2: 2,708,801 shares; 2024Q3: 2,437,046 shares 2,437,046 $66.8M 6.57% -271,755 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 451,210 shares; 2023Q3: 484,652 shares; 2023Q4: 489,137 shares; 2024Q1: 489,137 shares; 2024Q2: 516,699 shares; 2024Q3: 592,901 shares 592,901 $60M 5.9% +76,202 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 313,534 shares; 2023Q3: 1,223,492 shares; 2023Q4: 1,377,120 shares; 2024Q1: 1,377,120 shares; 2024Q2: 1,470,112 shares; 2024Q3: 1,647,644 shares 1,647,644 $50.8M 4.99% +177,532 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 277,206 shares; 2023Q3: 980,377 shares; 2023Q4: 1,087,459 shares; 2024Q1: 1,087,459 shares; 2024Q2: 1,157,929 shares; 2024Q3: 1,207,655 shares 1,207,655 $37.2M 3.66% +49,726 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 498,985 shares 498,985 $30.1M 2.97% new 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 71,501 shares; 2023Q3: 89,172 shares; 2023Q4: 93,925 shares; 2024Q1: 93,925 shares; 2024Q2: 100,945 shares; 2024Q3: 116,277 shares 116,277 $27.7M 2.72% +15,332 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 62,110 shares; 2023Q3: 64,022 shares; 2023Q4: 62,562 shares; 2024Q1: 62,562 shares; 2024Q2: 60,515 shares; 2024Q3: 80,871 shares 80,871 $18.8M 1.85% +20,356 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 293,395 shares 293,395 $14.8M 1.45% new 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 13,604 shares; 2023Q3: 13,502 shares; 2023Q4: 13,154 shares; 2024Q1: 13,154 shares; 2024Q2: 12,599 shares; 2024Q3: 12,888 shares 12,888 $11.4M 1.12% +289 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 20,710 shares; 2023Q3: 21,040 shares; 2023Q4: 20,180 shares; 2024Q1: 20,180 shares; 2024Q2: 20,313 shares; 2024Q3: 22,293 shares 22,293 $9.59M 0.94% +1,980 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,343 shares; 2023Q3: 4,461 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 48,022 shares; 2024Q3: 41,276 shares 41,276 $5.01M 0.49% -6,746 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 284,612 shares; 2023Q3: 296,481 shares; 2023Q4: 301,123 shares; 2024Q1: 301,123 shares; 2024Q2: 313,513 shares; 2024Q3: 61,179 shares 61,179 $4.86M 0.48% -252,334 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 81,183 shares; 2023Q3: 83,553 shares; 2023Q4: 99,572 shares; 2024Q1: 99,572 shares; 2024Q2: 99,953 shares; 2024Q3: 102,074 shares 102,074 $4.37M 0.43% +2,121 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 14,415 shares; 2023Q3: 5,783 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,119 shares; 2024Q3: 5,163 shares 5,163 $4.23M 0.42% +44 STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 212,632 shares; 2023Q3: 173,366 shares; 2023Q4: 166,756 shares; 2024Q1: 166,756 shares; 2024Q2: 170,125 shares; 2024Q3: 39,259 shares 39,259 $3.98M 0.39% -130,866 Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 106,642 shares; 2023Q3: 110,211 shares; 2023Q4: 129,480 shares; 2024Q1: 129,480 shares; 2024Q2: 136,814 shares; 2024Q3: 127,931 shares 127,931 $3.97M 0.39% -8,883 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 7,024 shares; 2023Q3: 6,576 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,068 shares; 2024Q3: 8,111 shares 8,111 $3.73M 0.37% +43 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 3,957 shares; 2023Q4: 27,861 shares; 2024Q1: 27,861 shares; 2024Q2: 33,053 shares; 2024Q3: 44,409 shares 44,409 $3.67M 0.36% +11,356 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 911 shares; 2023Q3: 2,089 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,975 shares; 2024Q3: 17,507 shares 17,507 $3.02M 0.3% +15,532 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 24,527 shares; 2023Q3: 27,747 shares; 2023Q4: 27,977 shares; 2024Q1: 27,977 shares; 2024Q2: 26,443 shares; 2024Q3: 33,751 shares 33,751 $3M 0.29% +7,308 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 16,015 shares; 2023Q3: 16,748 shares; 2023Q4: 16,722 shares; 2024Q1: 16,722 shares; 2024Q2: 17,359 shares; 2024Q3: 16,702 shares 16,702 $2.85M 0.28% -657 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 12,681 shares; 2023Q3: 10,596 shares; 2023Q4: 10,501 shares; 2024Q1: 10,501 shares; 2024Q2: 10,404 shares; 2024Q3: 10,366 shares 10,366 $2.84M 0.28% -38 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 13,841 shares; 2023Q3: 12,495 shares; 2023Q4: 12,346 shares; 2024Q1: 12,346 shares; 2024Q2: 12,151 shares; 2024Q3: 12,028 shares 12,028 $1.99M 0.2% -123 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 16,638 shares; 2023Q3: 15,946 shares; 2023Q4: 15,891 shares; 2024Q1: 15,891 shares; 2024Q2: 15,483 shares; 2024Q3: 15,495 shares 15,495 $1.82M 0.18% +12 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 11,477 shares; 2023Q3: 9,574 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 9,202 shares; 2024Q3: 9,544 shares 9,544 $1.78M 0.17% +342 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 29,944 shares; 2023Q3: 30,168 shares; 2023Q4: 27,200 shares; 2024Q1: 27,200 shares; 2024Q2: 26,305 shares; 2024Q3: 37,029 shares 37,029 $1.71M 0.17% +10,724 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,468 shares; 2023Q3: 2,415 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,199 shares; 2024Q3: 2,687 shares 2,687 $1.57M 0.15% +488 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 10,053 shares; 2023Q3: 9,083 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,807 shares; 2024Q3: 9,380 shares 9,380 $1.57M 0.15% +573 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 8,141 shares; 2023Q3: 10,088 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 11,383 shares; 2024Q3: 11,933 shares 11,933 $1.37M 0.13% +550 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,429 shares; 2023Q3: 6,293 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,790 shares; 2024Q3: 6,154 shares 6,154 $1.36M 0.13% +364 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 9,109 shares; 2023Q3: 8,539 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,454 shares; 2024Q3: 8,123 shares 8,123 $1.32M 0.13% -331 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,438 shares; 2023Q3: 1,386 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,312 shares; 2024Q3: 1,827 shares 1,827 $1.3M 0.13% +515 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,317 shares; 2023Q3: 3,237 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,223 shares; 2024Q3: 3,175 shares 3,175 $1.29M 0.13% -48 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 6,774 shares; 2023Q3: 7,361 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 7,529 shares; 2024Q3: 7,275 shares 7,275 $1.27M 0.12% -254 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,537 shares; 2023Q3: 1,353 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,187 shares; 2024Q3: 1,369 shares 1,369 $1.21M 0.12% +182 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,826 shares; 2023Q3: 5,826 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,776 shares; 2024Q3: 5,776 shares 5,776 $1.15M 0.11% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 13,660 shares; 2023Q3: 12,843 shares; 2023Q4: 12,894 shares; 2024Q1: 12,894 shares; 2024Q2: 8,993 shares; 2024Q3: 9,698 shares 9,698 $1.11M 0.11% +705 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 16,708 shares; 2023Q3: 16,727 shares; 2023Q4: 13,138 shares; 2024Q1: 13,138 shares; 2024Q2: 11,635 shares; 2024Q3: 11,138 shares 11,138 $1.09M 0.11% -497 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,676 shares; 2023Q3: 2,089 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,046 shares; 2024Q3: 1,822 shares 1,822 $1.05M 0.1% -224 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,803 shares; 2023Q3: 5,836 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6,278 shares; 2024Q3: 7,073 shares 7,073 $1.04M 0.1% +795 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 11,612 shares; 2023Q3: 11,220 shares; 2023Q4: 10,057 shares; 2024Q1: 10,057 shares; 2024Q2: 10,832 shares; 2024Q3: 8,962 shares 8,962 $1.02M 0.1% -1,870 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,893 shares; 2023Q3: 8,490 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,394 shares; 2024Q3: 8,428 shares 8,428 $1M 0.1% +34 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,238 shares; 2023Q3: 3,319 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,481 shares; 2024Q3: 3,638 shares 3,638 $987K 0.1% +157 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,544 shares; 2023Q3: 1,552 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,746 shares; 2024Q3: 1,719 shares 1,719 $984K 0.1% -27 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 19,539 shares; 2023Q3: 20,251 shares; 2023Q4: 19,322 shares; 2024Q1: 19,322 shares; 2024Q2: 17,429 shares; 2024Q3: 18,310 shares 18,310 $974K 0.1% +881 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 39,975 shares; 2023Q4: 42,087 shares; 2024Q1: 42,087 shares; 2024Q2: 43,733 shares; 2024Q3: 42,695 shares 42,695 $969K 0.1% -1,038 Timeline BANC BANC OF CALIFORNIA INC More: the full row for BANC OF CALIFORNIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 55,554 shares; 2024Q1: 55,554 shares; 2024Q2: 57,916 shares; 2024Q3: 65,224 shares 65,224 $967K 0.1% +7,308 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,503 shares; 2023Q3: 2,313 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,819 shares; 2024Q3: 5,575 shares 5,575 $948K 0.09% +1,756 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,845 shares; 2023Q3: 2,863 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,075 shares; 2024Q3: 3,220 shares 3,220 $885K 0.09% +145 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,620 shares; 2023Q3: 1,909 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,814 shares; 2024Q3: 2,254 shares 2,254 $882K 0.09% +440 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,038 shares; 2023Q3: 1,133 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 979 shares; 2024Q3: 1,015 shares 1,015 $846K 0.08% +36 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,739 shares; 2023Q3: 2,809 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,623 shares; 2024Q3: 2,591 shares 2,591 $835K 0.08% -32 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 20,601 shares; 2023Q3: 23,248 shares; 2023Q4: 20,010 shares; 2024Q1: 20,010 shares; 2024Q2: 28,708 shares; 2024Q3: 27,761 shares 27,761 $829K 0.08% -947 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,045 shares; 2023Q3: 3,672 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,587 shares; 2024Q3: 3,601 shares 3,601 $825K 0.08% +14 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,836 shares; 2023Q3: 5,976 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,003 shares; 2024Q3: 3,982 shares 3,982 $786K 0.08% -21 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 9,086 shares; 2023Q3: 9,930 shares; 2023Q4: 11,855 shares; 2024Q1: 11,855 shares; 2024Q2: 15,878 shares; 2024Q3: 15,976 shares 15,976 $778K 0.08% +98 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 9,565 shares; 2023Q3: 12,281 shares; 2023Q4: 12,494 shares; 2024Q1: 12,494 shares; 2024Q2: 14,666 shares; 2024Q3: 15,467 shares 15,467 $734K 0.07% +801 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,864 shares; 2023Q3: 4,890 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,759 shares; 2024Q3: 5,968 shares 5,968 $723K 0.07% +1,209 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 6,975 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6,975 shares; 2024Q3: 8,687 shares 8,687 $720K 0.07% +1,712 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,480 shares; 2023Q3: 1,637 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,043 shares; 2024Q3: 1,374 shares 1,374 $711K 0.07% +331 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,205 shares; 2023Q3: 1,117 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,201 shares; 2024Q3: 1,122 shares 1,122 $694K 0.07% -79 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,949 shares; 2023Q3: 2,861 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,805 shares; 2024Q3: 2,812 shares 2,812 $693K 0.07% +7 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,102 shares; 2023Q3: 2,080 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,956 shares; 2024Q3: 1,846 shares 1,846 $693K 0.07% -110 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,248 shares; 2023Q3: 2,437 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,195 shares; 2024Q3: 3,240 shares 3,240 $683K 0.07% +45 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 924 shares; 2023Q3: 951 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,252 shares; 2024Q3: 1,368 shares 1,368 $676K 0.07% +116 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 32,284 shares; 2023Q4: 28,584 shares; 2024Q1: 28,584 shares; 2024Q2: 28,044 shares; 2024Q3: 28,044 shares 28,044 $671K 0.07% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,297 shares; 2023Q3: 3,610 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,005 shares; 2024Q3: 3,163 shares 3,163 $639K 0.06% +158 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 148 shares; 2023Q3: 150 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,600 shares; 2024Q3: 11,025 shares 11,025 $635K 0.06% +2,425 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 6,163 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,716 shares; 2024Q3: 9,200 shares 9,200 $610K 0.06% +484 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 6,551 shares; 2023Q3: 6,595 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 7,887 shares; 2024Q3: 8,394 shares 8,394 $607K 0.06% +507 Timeline JELD JELD-WEN HLDG INC More: the full row for JELD-WEN HLDG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 37,085 shares; 2023Q3: 37,085 shares; 2023Q4: 37,085 shares; 2024Q1: 37,085 shares; 2024Q2: 37,085 shares; 2024Q3: 37,093 shares 37,093 $586K 0.06% +8 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 603 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,127 shares; 2024Q3: 1,105 shares 1,105 $571K 0.06% -22 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 9,923 shares; 2023Q3: 11,128 shares; 2023Q4: 10,709 shares; 2024Q1: 10,709 shares; 2024Q2: 10,628 shares; 2024Q3: 10,507 shares 10,507 $555K 0.05% -121 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,483 shares; 2023Q3: 1,162 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 938 shares; 2024Q3: 1,549 shares 1,549 $548K 0.05% +611 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,862 shares; 2023Q3: 2,869 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6,636 shares; 2024Q3: 6,637 shares 6,637 $536K 0.05% +1 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 25,852 shares; 2023Q3: 20,761 shares; 2023Q4: 20,647 shares; 2024Q1: 20,647 shares; 2024Q2: 20,525 shares; 2024Q3: 22,364 shares 22,364 $525K 0.05% +1,839 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,400 shares; 2023Q3: 1,208 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,084 shares; 2024Q3: 1,044 shares 1,044 $517K 0.05% -40 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 9,926 shares; 2023Q3: 11,535 shares; 2023Q4: 10,716 shares; 2024Q1: 10,716 shares; 2024Q2: 9,084 shares; 2024Q3: 11,495 shares 11,495 $516K 0.05% +2,411 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 101,909 shares; 2023Q3: 127,384 shares; 2023Q4: 160,713 shares; 2024Q1: 160,713 shares; 2024Q2: 167,976 shares; 2024Q3: 165,233 shares 165,233 $516K 0.05% -2,743 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,865 shares; 2023Q3: 3,122 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,592 shares; 2024Q3: 3,810 shares 3,810 $514K 0.05% +218 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 13,961 shares; 2023Q3: 15,439 shares; 2023Q4: 14,757 shares; 2024Q1: 14,757 shares; 2024Q2: 19,531 shares; 2024Q3: 17,712 shares 17,712 $513K 0.05% -1,819 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 12,669 shares; 2024Q3: 11,294 shares 11,294 $510K 0.05% -1,375 Timeline NAIL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,000 shares 3,000 $508K 0.05% new Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,417 shares; 2023Q3: 5,510 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,494 shares; 2024Q3: 8,669 shares 8,669 $500K 0.05% +175 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 6,612 shares; 2023Q3: 6,411 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6,045 shares; 2024Q3: 5,886 shares 5,886 $493K 0.05% -159 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,769 shares; 2023Q3: 2,751 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,545 shares; 2024Q3: 2,516 shares 2,516 $482K 0.05% -29 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 986 shares; 2023Q3: 1,173 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,017 shares; 2024Q3: 1,024 shares 1,024 $476K 0.05% +7 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 936 shares; 2023Q3: 1,114 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 903 shares; 2024Q3: 1,314 shares 1,314 $476K 0.05% +411 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,081 shares; 2023Q3: 3,427 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,797 shares; 2024Q3: 4,561 shares 4,561 $475K 0.05% -236 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,758 shares; 2023Q3: 5,215 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,187 shares; 2024Q3: 6,322 shares 6,322 $475K 0.05% +1,135 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 192 shares; 2023Q3: 194 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 230 shares; 2024Q3: 230 shares 230 $472K 0.05% 0 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 8,300 shares; 2023Q3: 8,300 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,300 shares; 2024Q3: 8,300 shares 8,300 $467K 0.05% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,600 shares; 2023Q3: 5,672 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,849 shares; 2024Q3: 5,654 shares 5,654 $454K 0.04% -195 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 850 shares; 2023Q3: 852 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 850 shares; 2024Q3: 850 shares 850 $452K 0.04% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,876 shares; 2023Q3: 3,642 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,149 shares; 2024Q3: 2,636 shares 2,636 $448K 0.04% -513 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,884 shares; 2023Q3: 5,851 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,805 shares; 2024Q3: 3,741 shares 3,741 $448K 0.04% -1,064 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,543 shares; 2023Q3: 3,250 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,644 shares; 2024Q3: 3,111 shares 3,111 $444K 0.04% +467 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,145 shares 4,145 $440K 0.04% new Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 30,119 shares; 2023Q4: 34,099 shares; 2024Q1: 34,099 shares; 2024Q2: 35,164 shares; 2024Q3: 34,489 shares 34,489 $436K 0.04% -675 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 473 shares; 2023Q3: 489 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 410 shares; 2024Q3: 406 shares 406 $427K 0.04% -4 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 19,302 shares; 2023Q3: 14,516 shares; 2023Q4: 14,406 shares; 2024Q1: 14,406 shares; 2024Q2: 17,013 shares; 2024Q3: 18,942 shares 18,942 $417K 0.04% +1,929 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,660 shares; 2023Q3: 1,883 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,872 shares; 2024Q3: 1,996 shares 1,996 $412K 0.04% +124 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 7,638 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 14,645 shares; 2024Q3: 10,114 shares 10,114 $405K 0.04% -4,531 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,987 shares; 2023Q3: 6,718 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6,108 shares; 2024Q3: 5,550 shares 5,550 $400K 0.04% -558 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,800 shares; 2023Q3: 7,462 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,680 shares; 2024Q3: 9,643 shares 9,643 $400K 0.04% +963 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,471 shares; 2023Q3: 2,168 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,248 shares; 2024Q3: 2,436 shares 2,436 $400K 0.04% +188 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 4,621 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,729 shares; 2024Q3: 2,638 shares 2,638 $390K 0.04% -91 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,232 shares; 2024Q3: 6,207 shares 6,207 $388K 0.04% -2,025 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,148 shares; 2023Q3: 1,264 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,564 shares; 2024Q3: 1,391 shares 1,391 $387K 0.04% -173 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 11,234 shares; 2023Q3: 10,128 shares; 2023Q4: 10,128 shares; 2024Q1: 10,128 shares; 2024Q2: 11,193 shares; 2024Q3: 11,308 shares 11,308 $383K 0.04% +115 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,384 shares; 2023Q3: 4,528 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,053 shares; 2024Q3: 3,883 shares 3,883 $381K 0.04% -170 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,145 shares; 2023Q3: 4,867 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,229 shares; 2024Q3: 3,924 shares 3,924 $377K 0.04% -1,305 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 10,339 shares; 2023Q3: 10,063 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,318 shares; 2024Q3: 9,022 shares 9,022 $377K 0.04% +704 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 43,045 shares; 2023Q3: 41,550 shares; 2023Q4: 42,536 shares; 2024Q1: 42,536 shares; 2024Q2: 40,711 shares; 2024Q3: 38,611 shares 38,611 $377K 0.04% -2,100 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 932 shares; 2023Q3: 907 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 748 shares; 2024Q3: 699 shares 699 $376K 0.04% -49 Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 54,239 shares; 2023Q4: 62,852 shares; 2024Q1: 62,852 shares; 2024Q2: 69,048 shares; 2024Q3: 72,061 shares 72,061 $376K 0.04% +3,013 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 14,888 shares; 2023Q3: 16,775 shares; 2023Q4: 19,118 shares; 2024Q1: 19,118 shares; 2024Q2: 13,084 shares; 2024Q3: 16,874 shares 16,874 $376K 0.04% +3,790 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,794 shares; 2023Q3: 1,874 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,069 shares; 2024Q3: 2,073 shares 2,073 $372K 0.04% +4 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,435 shares; 2023Q3: 1,727 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,621 shares; 2024Q3: 1,541 shares 1,541 $372K 0.04% -80 Timeline TRAK REPOSITRAK INC More: the full row for REPOSITRAK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 20,000 shares; 2023Q3: 20,000 shares; 2023Q4: 20,000 shares; 2024Q1: 20,000 shares; 2024Q2: 20,000 shares; 2024Q3: 20,000 shares 20,000 $370K 0.04% 0 Timeline WF WOORI FINL GROUP INC More: the full row for WOORI FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 7,867 shares; 2023Q3: 10,241 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 10,581 shares; 2024Q3: 10,281 shares 10,281 $367K 0.04% -300 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 1,636 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,584 shares; 2024Q3: 1,412 shares 1,412 $358K 0.04% -172 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,717 shares; 2023Q3: 2,524 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,102 shares; 2024Q3: 2,045 shares 2,045 $354K 0.03% -57 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 2,389 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,525 shares; 2024Q3: 2,999 shares 2,999 $353K 0.03% +474 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 6,874 shares; 2023Q3: 6,437 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,486 shares; 2024Q3: 5,582 shares 5,582 $345K 0.03% +96 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 1,042 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,103 shares; 2024Q3: 1,233 shares 1,233 $343K 0.03% +130 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 826 shares; 2023Q3: 858 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,022 shares; 2024Q3: 980 shares 980 $340K 0.03% -42 Timeline James Hardie Industries PLC James Hardie Industries PLC More: the full row for James Hardie Industries PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 8,361 shares 8,361 $336K 0.03% new BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,072 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,093 shares; 2024Q3: 4,582 shares 4,582 $329K 0.03% -511 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,610 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,372 shares; 2024Q3: 3,887 shares 3,887 $327K 0.03% +515 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,930 shares; 2023Q3: 2,510 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,279 shares; 2024Q3: 2,994 shares 2,994 $327K 0.03% -285 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 791 shares; 2023Q3: 888 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,198 shares; 2024Q3: 1,246 shares 1,246 $326K 0.03% +48 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,408 shares; 2023Q3: 688 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 686 shares; 2024Q3: 659 shares 659 $324K 0.03% -27 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 85 shares; 2023Q3: 93 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 80 shares; 2024Q3: 76 shares 76 $320K 0.03% -4 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 24,488 shares; 2023Q3: 38,668 shares; 2023Q4: 38,498 shares; 2024Q1: 38,498 shares; 2024Q2: 48,612 shares; 2024Q3: 37,976 shares 37,976 $320K 0.03% -10,636 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 4,400 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,468 shares; 2024Q3: 1,684 shares 1,684 $318K 0.03% +216 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,897 shares; 2024Q3: 4,049 shares 4,049 $316K 0.03% +152 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 55,121 shares; 2023Q4: 45,885 shares; 2024Q1: 45,885 shares; 2024Q2: 44,381 shares; 2024Q3: 47,740 shares 47,740 $309K 0.03% +3,359 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 4,344 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,369 shares; 2024Q3: 4,212 shares 4,212 $308K 0.03% -157 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 59,375 shares; 2023Q3: 52,479 shares; 2023Q4: 24,824 shares; 2024Q1: 24,824 shares; 2024Q2: 16,786 shares; 2024Q3: 6,893 shares 6,893 $305K 0.03% -9,893 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,330 shares; 2023Q3: 4,361 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,338 shares; 2024Q3: 4,330 shares 4,330 $304K 0.03% -8 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,810 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,975 shares; 2024Q3: 3,880 shares 3,880 $303K 0.03% -95 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 53,385 shares; 2023Q3: 47,138 shares; 2023Q4: 23,370 shares; 2024Q1: 23,370 shares; 2024Q2: 16,141 shares; 2024Q3: 6,172 shares 6,172 $300K 0.03% -9,969 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 611 shares; 2023Q3: 550 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 555 shares; 2024Q3: 559 shares 559 $296K 0.03% +4 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,642 shares; 2023Q3: 3,384 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,922 shares; 2024Q3: 2,997 shares 2,997 $296K 0.03% +75 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,715 shares 5,715 $296K 0.03% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,256 shares; 2024Q3: 6,505 shares 6,505 $294K 0.03% -1,751 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,930 shares; 2023Q3: 2,372 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,062 shares; 2024Q3: 1,881 shares 1,881 $293K 0.03% -181 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 13,223 shares; 2023Q4: 12,788 shares; 2024Q1: 12,788 shares; 2024Q2: 13,471 shares; 2024Q3: 12,396 shares 12,396 $292K 0.03% -1,075 Timeline MSEX MIDDLESEX WTR CO More: the full row for MIDDLESEX WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,477 shares 4,477 $292K 0.03% new Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,854 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,529 shares; 2024Q3: 1,527 shares 1,527 $291K 0.03% -2 Timeline MTX MINERALS TECHNOLOGIES INC More: the full row for MINERALS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 3,833 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,364 shares; 2024Q3: 3,771 shares 3,771 $291K 0.03% -1,593 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 5,509 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,137 shares; 2024Q3: 4,462 shares 4,462 $290K 0.03% -675 BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,838 shares 5,838 $289K 0.03% new Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 1,691 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,613 shares; 2024Q3: 1,496 shares 1,496 $288K 0.03% -117 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,059 shares; 2023Q3: 1,991 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,652 shares; 2024Q3: 1,560 shares 1,560 $288K 0.03% -92 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,015 shares; 2023Q3: 967 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 755 shares; 2024Q3: 755 shares 755 $288K 0.03% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,712 shares; 2023Q3: 4,416 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,839 shares; 2024Q3: 4,219 shares 4,219 $287K 0.03% +380 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 873 shares; 2023Q3: 692 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 565 shares; 2024Q3: 462 shares 462 $287K 0.03% -103 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,918 shares; 2024Q3: 2,754 shares 2,754 $286K 0.03% -164 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,524 shares 4,524 $284K 0.03% new Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 756 shares; 2024Q3: 764 shares 764 $282K 0.03% +8 Timeline AXTA AXALTA COATING SYS LTD More: the full row for AXALTA COATING SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 7,921 shares; 2024Q3: 7,770 shares 7,770 $281K 0.03% -151 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 584 shares; 2024Q3: 584 shares 584 $278K 0.03% 0 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 802 shares; 2023Q3: 732 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 491 shares; 2024Q3: 533 shares 533 $277K 0.03% +42 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,141 shares; 2024Q3: 1,338 shares 1,338 $276K 0.03% +197 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 20,288 shares; 2023Q3: 25,466 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 17,727 shares; 2024Q3: 19,258 shares 19,258 $274K 0.03% +1,531 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,150 shares; 2024Q3: 5,150 shares 5,150 $274K 0.03% 0 Timeline AVANGRID INC AVANGRID INC More: the full row for AVANGRID INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,722 shares; 2024Q3: 7,485 shares 7,485 $271K 0.03% -1,237 G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6,363 shares; 2024Q3: 6,864 shares 6,864 $269K 0.03% +501 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 9,358 shares; 2024Q3: 8,270 shares 8,270 $269K 0.03% -1,088 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6,377 shares; 2024Q3: 6,260 shares 6,260 $268K 0.03% -117 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,250 shares 2,250 $267K 0.03% new Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,305 shares; 2024Q3: 5,305 shares 5,305 $266K 0.03% 0 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 3,056 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,482 shares; 2024Q3: 3,411 shares 3,411 $266K 0.03% -71 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 610 shares; 2023Q3: 610 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 450 shares; 2024Q3: 450 shares 450 $264K 0.03% 0 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,192 shares; 2024Q3: 1,146 shares 1,146 $264K 0.03% -46 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 10,120 shares; 2023Q3: 9,363 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 7,270 shares; 2024Q3: 6,196 shares 6,196 $263K 0.03% -1,074 Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,878 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,508 shares 3,508 $261K 0.03% new Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,325 shares; 2024Q3: 2,349 shares 2,349 $261K 0.03% +24 Timeline SMMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,368 shares 6,368 $260K 0.03% new Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 7,379 shares; 2024Q3: 6,852 shares 6,852 $258K 0.03% -527 Timeline TCOM TRIP COM GROUP LTD More: the full row for TRIP COM GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,978 shares; 2024Q3: 4,339 shares 4,339 $258K 0.03% -639 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,925 shares; 2024Q3: 2,092 shares 2,092 $253K 0.02% +167 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,088 shares 2,088 $253K 0.02% new Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6,837 shares; 2024Q3: 6,153 shares 6,153 $253K 0.02% -684 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 531 shares 531 $252K 0.02% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 817 shares; 2023Q3: 825 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 825 shares 825 $251K 0.02% new 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,302 shares 6,302 $250K 0.02% new Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,147 shares 2,147 $246K 0.02% new Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 10,487 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 25,445 shares; 2024Q3: 22,575 shares 22,575 $245K 0.02% -2,870 Timeline SWX SOUTHWEST GAS HLDGS INC More: the full row for SOUTHWEST GAS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 3,803 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,951 shares; 2024Q3: 3,306 shares 3,306 $244K 0.02% -1,645 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,566 shares; 2024Q3: 4,298 shares 4,298 $243K 0.02% +732 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,197 shares; 2024Q3: 2,197 shares 2,197 $242K 0.02% 0 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,440 shares; 2023Q3: 3,403 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,207 shares; 2024Q3: 3,014 shares 3,014 $238K 0.02% -193 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 4,257 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,723 shares; 2024Q3: 3,663 shares 3,663 $237K 0.02% -60 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,075 shares; 2023Q3: 1,162 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 925 shares; 2024Q3: 814 shares 814 $235K 0.02% -111 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 11,487 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 30,823 shares 30,823 $234K 0.02% new Timeline FUL FULLER H B CO More: the full row for FULLER H B CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,942 shares; 2024Q3: 2,909 shares 2,909 $231K 0.02% -33 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,201 shares; 2024Q3: 4,387 shares 4,387 $230K 0.02% -814 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,144 shares; 2024Q3: 3,701 shares 3,701 $230K 0.02% -443 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 763 shares 763 $227K 0.02% new Timeline SXT SENSIENT TECHNOLOGIES CORP More: the full row for SENSIENT TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,982 shares; 2024Q3: 2,828 shares 2,828 $227K 0.02% -154 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,943 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,421 shares 1,421 $227K 0.02% new Timeline PSO PEARSON PLC More: the full row for PEARSON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 16,584 shares 16,584 $225K 0.02% new Timeline AVNT AVIENT CORPORATION More: the full row for AVIENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,349 shares 4,349 $220K 0.02% new Timeline ITUB ITAU UNIBANCO HLDG S A More: the full row for ITAU UNIBANCO HLDG S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 28,314 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 35,456 shares; 2024Q3: 32,787 shares 32,787 $220K 0.02% -2,669 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,035 shares 3,035 $218K 0.02% new 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 835 shares 835 $217K 0.02% new Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,373 shares 1,373 $216K 0.02% new Timeline JPIE 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,655 shares 4,655 $216K 0.02% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,199 shares; 2023Q3: 1,149 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 512 shares 512 $214K 0.02% new 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,842 shares; 2024Q3: 4,680 shares 4,680 $214K 0.02% -162 Timeline REX REX AMERICAN RES CORP More: the full row for REX AMERICAN RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,726 shares; 2024Q3: 4,599 shares 4,599 $213K 0.02% -127 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,010 shares 4,010 $212K 0.02% new 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,424 shares 1,424 $211K 0.02% new Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 865 shares 865 $211K 0.02% new Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 865 shares 865 $211K 0.02% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 236 shares 236 $211K 0.02% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 636 shares 636 $211K 0.02% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 989 shares; 2024Q3: 720 shares 720 $208K 0.02% -269 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 31,216 shares 31,216 $208K 0.02% new Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,720 shares; 2023Q3: 2,490 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,981 shares; 2024Q3: 3,112 shares 3,112 $208K 0.02% +131 Timeline KT KT CORP More: the full row for KT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 14,761 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 13,515 shares 13,515 $208K 0.02% new Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,440 shares 1,440 $207K 0.02% new Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 8,510 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 14,806 shares; 2024Q3: 6,480 shares 6,480 $206K 0.02% -8,326 Timeline CPK CHESAPEAKE UTILS CORP More: the full row for CHESAPEAKE UTILS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,644 shares 1,644 $205K 0.02% new 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,364 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 918 shares 918 $205K 0.02% new 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 417 shares; 2024Q3: 417 shares 417 $204K 0.02% 0 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,884 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,268 shares 1,268 $204K 0.02% new Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,219 shares 6,219 $203K 0.02% new Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 579 shares 579 $200K 0.02% new Timeline