SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,091,710 shares; 2023Q3: 2,082,184 shares; 2023Q4: 2,125,616 shares; 2024Q1: 2,024,860 shares; 2024Q2: 2,041,858 shares; 2024Q3: 2,026,829 shares; 2024Q4: 5,963,363 shares 5,963,363 $135M 9.9% +3,936,534 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,466 shares; 2023Q3: 2,122 shares; 2023Q4: 2,711 shares; 2024Q1: 4,436 shares; 2024Q2: 4,834 shares; 2024Q3: 226,132 shares; 2024Q4: 226,267 shares 226,267 $132M 9.69% +135 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 940,277 shares; 2023Q3: 1,094,747 shares; 2023Q4: 1,209,074 shares; 2024Q1: 1,183,791 shares; 2024Q2: 1,213,495 shares; 2024Q3: 1,218,711 shares; 2024Q4: 3,720,737 shares 3,720,737 $88.1M 6.44% +2,502,026 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; 2023Q1: restricted; 2023Q2: 1,908,915 shares; 2023Q3: 2,111,860 shares; 2023Q4: 2,104,001 shares; 2024Q1: 2,038,799 shares; 2024Q2: 2,046,552 shares; 2024Q3: 1,973,445 shares; 2024Q4: 3,906,686 shares 3,906,686 $72.3M 5.29% +1,933,241 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; 2023Q1: restricted; 2023Q2: 1,703,853 shares; 2023Q3: 1,912,970 shares; 2023Q4: 1,949,400 shares; 2024Q1: 1,932,676 shares; 2024Q2: 1,921,269 shares; 2024Q3: 1,865,929 shares; 2024Q4: 1,846,174 shares 1,846,174 $61.3M 4.48% -19,755 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; 2023Q1: restricted; 2023Q2: 204,462 shares; 2023Q3: 1,025,947 shares; 2023Q4: 1,022,751 shares; 2024Q1: 1,019,526 shares; 2024Q2: 1,017,240 shares; 2024Q3: 1,004,264 shares; 2024Q4: 941,465 shares 941,465 $38M 2.78% -62,799 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; 2023Q1: restricted; 2023Q2: 669,602 shares; 2023Q3: 774,370 shares; 2023Q4: 780,301 shares; 2024Q1: 857,775 shares; 2024Q2: 818,555 shares; 2024Q3: 820,309 shares; 2024Q4: 720,590 shares 720,590 $36.1M 2.64% -99,719 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; 2023Q1: restricted; 2023Q2: 977,635 shares; 2023Q3: 980,370 shares; 2023Q4: 1,114,637 shares; 2024Q1: 1,082,339 shares; 2024Q2: 1,074,000 shares; 2024Q3: 1,081,076 shares; 2024Q4: 1,043,956 shares 1,043,956 $35.6M 2.61% -37,120 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 102,165 shares; 2023Q3: 113,727 shares; 2023Q4: 137,730 shares; 2024Q1: 139,307 shares; 2024Q2: 143,851 shares; 2024Q3: 131,573 shares; 2024Q4: 130,547 shares 130,547 $32.7M 2.39% -1,026 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 468,403 shares; 2023Q3: 467,797 shares; 2023Q4: 462,733 shares; 2024Q1: 460,947 shares; 2024Q2: 458,665 shares; 2024Q3: 457,784 shares; 2024Q4: 1,353,972 shares 1,353,972 $31.5M 2.3% +896,188 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; 2023Q1: restricted; 2023Q2: 94,291 shares; 2023Q3: 149,541 shares; 2023Q4: 184,435 shares; 2024Q1: 228,973 shares; 2024Q2: 269,523 shares; 2024Q3: 303,883 shares; 2024Q4: 314,531 shares 314,531 $30.4M 2.22% +10,648 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 468,089 shares; 2023Q3: 548,929 shares; 2023Q4: 549,176 shares; 2024Q1: 621,947 shares; 2024Q2: 661,993 shares; 2024Q3: 671,642 shares; 2024Q4: 665,107 shares 665,107 $29.3M 2.14% -6,535 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; 2023Q1: restricted; 2023Q2: 462,098 shares; 2023Q3: 481,235 shares; 2023Q4: 444,361 shares; 2024Q1: 457,307 shares; 2024Q2: 459,153 shares; 2024Q3: 452,509 shares; 2024Q4: 443,472 shares 443,472 $28.9M 2.11% -9,037 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,687 shares; 2023Q3: 2,362 shares; 2023Q4: 26,891 shares; 2024Q1: 4,865 shares; 2024Q2: 230,820 shares; 2024Q3: 219,534 shares; 2024Q4: 211,849 shares 211,849 $28.4M 2.08% -7,685 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 889,590 shares; 2023Q3: 861,055 shares; 2023Q4: 837,903 shares; 2024Q1: 812,043 shares; 2024Q2: 785,424 shares; 2024Q3: 749,826 shares; 2024Q4: 725,173 shares 725,173 $24.2M 1.77% -24,653 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 36,250 shares; 2023Q3: 39,361 shares; 2023Q4: 36,840 shares; 2024Q1: 35,416 shares; 2024Q2: 36,508 shares; 2024Q3: 36,223 shares; 2024Q4: 35,596 shares 35,596 $22.1M 1.62% -627 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 890,672 shares; 2023Q3: 885,503 shares; 2023Q4: 862,694 shares; 2024Q1: 844,576 shares; 2024Q2: 815,844 shares; 2024Q3: 789,440 shares; 2024Q4: 769,558 shares 769,558 $22.1M 1.62% -19,882 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; 2023Q1: restricted; 2023Q2: 105,696 shares; 2023Q3: 105,846 shares; 2023Q4: 101,802 shares; 2024Q1: 99,614 shares; 2024Q2: 101,411 shares; 2024Q3: 98,983 shares; 2024Q4: 94,519 shares 94,519 $22M 1.61% -4,464 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; 2023Q1: restricted; 2023Q2: 378,906 shares; 2023Q3: 373,425 shares; 2023Q4: 333,048 shares; 2024Q1: 303,342 shares; 2024Q2: 301,405 shares; 2024Q3: 298,710 shares; 2024Q4: 291,239 shares 291,239 $20.8M 1.52% -7,471 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; 2023Q1: restricted; 2023Q2: 327,489 shares; 2023Q3: 325,400 shares; 2023Q4: 348,223 shares; 2024Q1: 347,929 shares; 2024Q2: 338,814 shares; 2024Q3: 321,963 shares; 2024Q4: 669,259 shares 669,259 $19.9M 1.45% +347,296 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 220,585 shares; 2023Q3: 205,831 shares; 2023Q4: 196,711 shares; 2024Q1: 186,974 shares; 2024Q2: 182,778 shares; 2024Q3: 179,294 shares; 2024Q4: 160,524 shares 160,524 $18.5M 1.35% -18,770 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 240,060 shares; 2023Q3: 378,942 shares; 2023Q4: 424,358 shares; 2024Q1: 513,245 shares; 2024Q2: 545,790 shares; 2024Q3: 570,035 shares; 2024Q4: 561,065 shares 561,065 $16.3M 1.19% -8,970 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 306,961 shares; 2023Q3: 302,573 shares; 2023Q4: 281,718 shares; 2024Q1: 279,130 shares; 2024Q2: 275,499 shares; 2024Q3: 271,312 shares; 2024Q4: 220,003 shares 220,003 $12.6M 0.92% -51,309 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 16,033 shares; 2023Q3: 17,850 shares; 2023Q4: 19,520 shares; 2024Q1: 25,562 shares; 2024Q2: 27,266 shares; 2024Q3: 29,545 shares; 2024Q4: 29,016 shares 29,016 $12.2M 0.89% -529 Timeline PRFZ 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; 2023Q1: restricted; 2023Q2: 65,439 shares; 2023Q3: 329,652 shares; 2023Q4: 297,158 shares; 2024Q1: 296,235 shares; 2024Q2: 293,693 shares; 2024Q3: 293,629 shares; 2024Q4: 276,939 shares 276,939 $11.5M 0.84% -16,690 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; 2023Q1: restricted; 2023Q2: 411,570 shares; 2023Q3: 398,649 shares; 2023Q4: 450,535 shares; 2024Q1: 441,453 shares; 2024Q2: 420,002 shares; 2024Q3: 412,478 shares; 2024Q4: 405,985 shares 405,985 $10.8M 0.79% -6,493 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; 2023Q1: restricted; 2023Q2: 71,408 shares; 2023Q3: 71,356 shares; 2023Q4: 79,208 shares; 2024Q1: 77,335 shares; 2024Q2: 76,568 shares; 2024Q3: 75,486 shares; 2024Q4: 73,056 shares 73,056 $10.1M 0.74% -2,430 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 14,591 shares; 2023Q3: 16,707 shares; 2023Q4: 23,622 shares; 2024Q1: 30,304 shares; 2024Q2: 33,976 shares; 2024Q3: 58,483 shares; 2024Q4: 52,484 shares 52,484 $9.94M 0.73% -5,999 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 61,186 shares; 2023Q3: 64,624 shares; 2023Q4: 63,761 shares; 2024Q1: 62,127 shares; 2024Q2: 61,803 shares; 2024Q3: 61,602 shares; 2024Q4: 60,774 shares 60,774 $9.42M 0.69% -828 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 61,745 shares; 2023Q3: 71,448 shares; 2023Q4: 70,709 shares; 2024Q1: 69,903 shares; 2024Q2: 69,206 shares; 2024Q3: 71,636 shares; 2024Q4: 71,214 shares 71,214 $8.41M 0.61% -422 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 7,555 shares; 2023Q3: 7,253 shares; 2023Q4: 7,315 shares; 2024Q1: 15,596 shares; 2024Q2: 17,567 shares; 2024Q3: 18,577 shares; 2024Q4: 19,056 shares 19,056 $7.7M 0.56% +479 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 36,286 shares; 2023Q3: 35,922 shares; 2023Q4: 39,105 shares; 2024Q1: 38,223 shares; 2024Q2: 38,183 shares; 2024Q3: 37,344 shares; 2024Q4: 34,291 shares 34,291 $7.69M 0.56% -3,053 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 14,554 shares; 2023Q3: 18,842 shares; 2023Q4: 15,865 shares; 2024Q1: 22,566 shares; 2024Q2: 29,553 shares; 2024Q3: 34,879 shares; 2024Q4: 34,134 shares 34,134 $7.49M 0.55% -745 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; 2023Q1: restricted; 2023Q2: 214,508 shares; 2023Q3: 215,488 shares; 2023Q4: 285,336 shares; 2024Q1: 291,565 shares; 2024Q2: 275,876 shares; 2024Q3: 258,198 shares; 2024Q4: 281,065 shares 281,065 $7.48M 0.55% +22,867 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; 2023Q1: restricted; 2023Q2: 121,015 shares; 2023Q3: 119,411 shares; 2023Q4: 98,565 shares; 2024Q1: 90,044 shares; 2024Q2: 82,750 shares; 2024Q3: 75,867 shares; 2024Q4: 75,835 shares 75,835 $7.35M 0.54% -32 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; 2023Q1: restricted; 2023Q2: 129,490 shares; 2023Q3: 132,542 shares; 2023Q4: 161,091 shares; 2024Q1: 159,484 shares; 2024Q2: 155,909 shares; 2024Q3: 160,524 shares; 2024Q4: 322,031 shares 322,031 $7.31M 0.53% +161,507 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 166,860 shares; 2023Q3: 167,184 shares; 2023Q4: 168,077 shares; 2024Q1: 164,908 shares; 2024Q2: 168,162 shares; 2024Q3: 157,678 shares; 2024Q4: 149,780 shares 149,780 $7.24M 0.53% -7,898 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 56,603 shares; 2023Q3: 56,430 shares; 2023Q4: 58,161 shares; 2024Q1: 56,918 shares; 2024Q2: 57,400 shares; 2024Q3: 55,942 shares; 2024Q4: 54,299 shares 54,299 $7.15M 0.52% -1,643 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 10,687 shares; 2023Q3: 13,573 shares; 2023Q4: 16,745 shares; 2024Q1: 15,372 shares; 2024Q2: 21,029 shares; 2024Q3: 43,296 shares; 2024Q4: 36,926 shares 36,926 $7.03M 0.51% -6,370 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; 2023Q1: restricted; 2023Q2: 32,808 shares; 2023Q3: 35,967 shares; 2023Q4: 29,399 shares; 2024Q1: 28,630 shares; 2024Q2: 28,029 shares; 2024Q3: 27,102 shares; 2024Q4: 27,157 shares 27,157 $6.89M 0.5% +55 Timeline NMRA NEUMORA THERAPEUTICS INC. More: the full row for NEUMORA THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 204,987 shares; 2024Q2: 661,194 shares; 2024Q3: 661,194 shares; 2024Q4: 636,194 shares 636,194 $6.74M 0.49% -25,000 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 16,403 shares; 2023Q3: 18,781 shares; 2023Q4: 16,588 shares; 2024Q1: 16,281 shares; 2024Q2: 16,283 shares; 2024Q3: 16,397 shares; 2024Q4: 16,634 shares 16,634 $6.24M 0.46% +237 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 9,198 shares; 2023Q3: 9,198 shares; 2023Q4: 9,415 shares; 2024Q1: 9,443 shares; 2024Q2: 10,070 shares; 2024Q3: 10,106 shares; 2024Q4: 10,140 shares 10,140 $5.97M 0.44% +34 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 143,526 shares; 2023Q3: 143,436 shares; 2023Q4: 138,705 shares; 2024Q1: 138,346 shares; 2024Q2: 134,594 shares; 2024Q3: 133,509 shares; 2024Q4: 131,932 shares 131,932 $5.97M 0.44% -1,577 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 143,755 shares; 2023Q3: 143,802 shares; 2023Q4: 132,523 shares; 2024Q1: 123,666 shares; 2024Q2: 119,514 shares; 2024Q3: 115,189 shares; 2024Q4: 108,857 shares 108,857 $5.21M 0.38% -6,332 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 62,088 shares; 2023Q3: 62,089 shares; 2023Q4: 56,294 shares; 2024Q1: 53,212 shares; 2024Q2: 54,321 shares; 2024Q3: 51,536 shares; 2024Q4: 50,279 shares 50,279 $4.87M 0.36% -1,257 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; 2023Q1: restricted; 2023Q2: 25,016 shares; 2023Q3: 27,108 shares; 2023Q4: 20,911 shares; 2024Q1: 20,716 shares; 2024Q2: 20,416 shares; 2024Q3: 20,465 shares; 2024Q4: 21,133 shares 21,133 $4.47M 0.33% +668 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 18,348 shares; 2023Q3: 20,127 shares; 2023Q4: 18,366 shares; 2024Q1: 17,933 shares; 2024Q2: 17,348 shares; 2024Q3: 17,266 shares; 2024Q4: 17,110 shares 17,110 $4.35M 0.32% -156 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; 2023Q1: restricted; 2023Q2: 58,222 shares; 2023Q3: 57,906 shares; 2023Q4: 63,662 shares; 2024Q1: 61,083 shares; 2024Q2: 58,453 shares; 2024Q3: 55,839 shares; 2024Q4: 53,581 shares 53,581 $4.21M 0.31% -2,258 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 157,008 shares; 2023Q3: 156,748 shares; 2023Q4: 136,079 shares; 2024Q1: 125,763 shares; 2024Q2: 125,763 shares; 2024Q3: 123,917 shares; 2024Q4: 117,828 shares 117,828 $4.08M 0.3% -6,089 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 65,165 shares; 2024Q3: 63,829 shares; 2024Q4: 63,829 shares 63,829 $3.98M 0.29% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 38,227 shares; 2024Q3: 38,008 shares; 2024Q4: 38,731 shares 38,731 $3.93M 0.29% +723 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 119,877 shares; 2023Q3: 129,745 shares; 2023Q4: 92,331 shares; 2024Q1: 92,620 shares; 2024Q2: 95,058 shares; 2024Q3: 90,068 shares; 2024Q4: 95,703 shares 95,703 $3.77M 0.28% +5,635 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 8,167 shares; 2023Q3: 9,599 shares; 2023Q4: 7,150 shares; 2024Q1: 7,150 shares; 2024Q2: 7,588 shares; 2024Q3: 7,572 shares; 2024Q4: 6,257 shares 6,257 $3.67M 0.27% -1,315 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 26,019 shares; 2023Q3: 27,176 shares; 2023Q4: 20,324 shares; 2024Q1: 21,027 shares; 2024Q2: 21,280 shares; 2024Q3: 21,916 shares; 2024Q4: 21,935 shares 21,935 $3.66M 0.27% +19 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; 2023Q1: restricted; 2023Q2: 28,724 shares; 2023Q3: 31,208 shares; 2023Q4: 30,345 shares; 2024Q1: 29,973 shares; 2024Q2: 28,634 shares; 2024Q3: 28,908 shares; 2024Q4: 28,795 shares 28,795 $3.49M 0.26% -113 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 478 shares; 2023Q3: 647 shares; 2023Q4: 735 shares; 2024Q1: 1,027 shares; 2024Q2: 1,178 shares; 2024Q3: 14,478 shares; 2024Q4: 14,858 shares 14,858 $3.44M 0.25% +380 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 132,162 shares; 2023Q3: 123,318 shares; 2023Q4: 116,144 shares; 2024Q1: 114,568 shares; 2024Q2: 105,196 shares; 2024Q3: 100,479 shares; 2024Q4: 100,733 shares 100,733 $3.22M 0.24% +254 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; 2023Q1: restricted; 2023Q2: 51,650 shares; 2023Q3: 51,899 shares; 2023Q4: 52,431 shares; 2024Q1: 52,605 shares; 2024Q2: 52,983 shares; 2024Q3: 53,186 shares; 2024Q4: 53,995 shares 53,995 $3.18M 0.23% +809 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 58,434 shares; 2023Q3: 58,434 shares; 2023Q4: 58,434 shares; 2024Q1: 58,434 shares; 2024Q2: 58,415 shares; 2024Q3: 58,415 shares; 2024Q4: 58,415 shares 58,415 $3.17M 0.23% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 802 shares; 2023Q3: 1,049 shares; 2023Q4: 2,828 shares; 2024Q1: 3,407 shares; 2024Q2: 3,943 shares; 2024Q3: 4,320 shares; 2024Q4: 4,100 shares 4,100 $3.17M 0.23% -220 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,374 shares; 2023Q3: 2,425 shares; 2023Q4: 2,523 shares; 2024Q1: 2,814 shares; 2024Q2: 2,876 shares; 2024Q3: 3,112 shares; 2024Q4: 3,336 shares 3,336 $2.97M 0.22% +224 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 9,822 shares; 2023Q3: 8,729 shares; 2023Q4: 6,326 shares; 2024Q1: 7,918 shares; 2024Q2: 9,280 shares; 2024Q3: 10,405 shares; 2024Q4: 11,311 shares 11,311 $2.71M 0.2% +906 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,053 shares; 2023Q3: 3,175 shares; 2023Q4: 2,918 shares; 2024Q1: 3,980 shares; 2024Q2: 6,981 shares; 2024Q3: 7,094 shares; 2024Q4: 5,446 shares 5,446 $2.47M 0.18% -1,648 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; 2023Q1: restricted; 2023Q2: 38,356 shares; 2023Q3: 38,357 shares; 2023Q4: 38,358 shares; 2024Q1: 38,359 shares; 2024Q2: 38,315 shares; 2024Q3: 47,784 shares; 2024Q4: 94,155 shares 94,155 $2.43M 0.18% +46,371 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 39,472 shares; 2024Q1: 40,559 shares; 2024Q2: 41,485 shares; 2024Q3: 35,305 shares; 2024Q4: 52,181 shares 52,181 $2.41M 0.18% +16,876 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 47,030 shares; 2024Q4: 36,711 shares 36,711 $2.4M 0.18% -10,319 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 4,928 shares; 2023Q3: 5,397 shares; 2023Q4: 5,822 shares; 2024Q1: 21,965 shares; 2024Q2: 23,659 shares; 2024Q3: 25,336 shares; 2024Q4: 25,173 shares 25,173 $2.27M 0.17% -163 Timeline JMST 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; 2023Q1: restricted; 2023Q2: 128,009 shares; 2023Q3: 127,012 shares; 2023Q4: 137,835 shares; 2024Q1: 77,897 shares; 2024Q2: 69,721 shares; 2024Q3: 68,119 shares; 2024Q4: 44,075 shares 44,075 $2.24M 0.16% -24,044 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,122 shares; 2023Q3: 5,893 shares; 2023Q4: 21,259 shares; 2024Q1: 23,542 shares; 2024Q2: 24,697 shares; 2024Q3: 26,416 shares; 2024Q4: 25,319 shares 25,319 $2.18M 0.16% -1,097 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,682 shares; 2023Q3: 4,032 shares; 2023Q4: 4,241 shares; 2024Q1: 4,789 shares; 2024Q2: 5,023 shares; 2024Q3: 5,551 shares; 2024Q4: 5,395 shares 5,395 $2.1M 0.15% -156 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 24,351 shares; 2023Q3: 24,362 shares; 2023Q4: 30,358 shares; 2024Q1: 29,801 shares; 2024Q2: 28,897 shares; 2024Q3: 28,162 shares; 2024Q4: 27,068 shares 27,068 $2.05M 0.15% -1,094 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,569 shares; 2023Q3: 1,605 shares; 2023Q4: 1,452 shares; 2024Q1: 1,452 shares; 2024Q2: 7,845 shares; 2024Q3: 8,190 shares; 2024Q4: 8,193 shares 8,193 $1.97M 0.14% +3 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,567 shares; 2023Q3: 3,642 shares; 2023Q4: 3,772 shares; 2024Q1: 3,669 shares; 2024Q2: 3,734 shares; 2024Q3: 3,753 shares; 2024Q4: 3,511 shares 3,511 $1.89M 0.14% -242 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,372 shares; 2023Q3: 1,395 shares; 2023Q4: 1,451 shares; 2024Q1: 1,541 shares; 2024Q2: 1,553 shares; 2024Q3: 1,721 shares; 2024Q4: 1,779 shares 1,779 $1.89M 0.14% +58 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 5,935 shares; 2023Q3: 7,861 shares; 2023Q4: 7,760 shares; 2024Q1: 7,202 shares; 2024Q2: 7,738 shares; 2024Q3: 8,229 shares; 2024Q4: 6,972 shares 6,972 $1.84M 0.13% -1,257 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,045 shares; 2023Q3: 1,100 shares; 2023Q4: 4,191 shares; 2024Q1: 4,332 shares; 2024Q2: 4,440 shares; 2024Q3: 4,521 shares; 2024Q4: 4,389 shares 4,389 $1.77M 0.13% -132 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 15,941 shares; 2023Q3: 15,928 shares; 2023Q4: 15,918 shares; 2024Q1: 15,872 shares; 2024Q2: 15,888 shares; 2024Q3: 15,848 shares; 2024Q4: 15,824 shares 15,824 $1.75M 0.13% -24 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 24,060 shares; 2023Q3: 25,396 shares; 2023Q4: 19,751 shares; 2024Q1: 19,370 shares; 2024Q2: 19,299 shares; 2024Q3: 19,519 shares; 2024Q4: 19,390 shares 19,390 $1.73M 0.13% -129 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 36,225 shares; 2024Q1: 26,497 shares; 2024Q2: 26,457 shares; 2024Q3: 26,135 shares; 2024Q4: 24,876 shares 24,876 $1.66M 0.12% -1,259 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 14,573 shares; 2023Q3: 15,462 shares; 2023Q4: 10,339 shares; 2024Q1: 10,300 shares; 2024Q2: 11,075 shares; 2024Q3: 10,292 shares; 2024Q4: 10,121 shares 10,121 $1.65M 0.12% -171 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,722 shares; 2023Q3: 3,286 shares; 2023Q4: 4,389 shares; 2024Q1: 6,654 shares; 2024Q2: 7,567 shares; 2024Q3: 9,698 shares; 2024Q4: 9,626 shares 9,626 $1.61M 0.12% -72 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 20,172 shares; 2023Q3: 20,125 shares; 2023Q4: 19,723 shares; 2024Q1: 19,434 shares; 2024Q2: 19,461 shares; 2024Q3: 19,300 shares; 2024Q4: 18,637 shares 18,637 $1.57M 0.11% -663 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,522 shares; 2024Q1: 3,522 shares; 2024Q2: 3,454 shares; 2024Q3: 3,591 shares; 2024Q4: 4,530 shares 4,530 $1.55M 0.11% +939 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 4,658 shares; 2023Q4: 41,064 shares; 2024Q1: 36,962 shares; 2024Q2: 34,288 shares; 2024Q3: 34,436 shares; 2024Q4: 27,414 shares 27,414 $1.42M 0.1% -7,022 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 826 shares; 2023Q3: 1,208 shares; 2023Q4: 1,325 shares; 2024Q1: 1,994 shares; 2024Q2: 2,217 shares; 2024Q3: 2,765 shares; 2024Q4: 1,495 shares 1,495 $1.37M 0.1% -1,270 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 4,571 shares; 2023Q3: 4,651 shares; 2023Q4: 4,608 shares; 2024Q1: 4,619 shares; 2024Q2: 5,809 shares; 2024Q3: 6,074 shares; 2024Q4: 6,106 shares 6,106 $1.35M 0.1% +32 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,035 shares; 2023Q3: 2,898 shares; 2023Q4: 3,115 shares; 2024Q1: 3,143 shares; 2024Q2: 3,508 shares; 2024Q3: 3,472 shares; 2024Q4: 2,513 shares 2,513 $1.28M 0.09% -959 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,046 shares; 2024Q1: 3,877 shares; 2024Q2: 4,371 shares; 2024Q3: 5,307 shares; 2024Q4: 5,183 shares 5,183 $1.28M 0.09% -124 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 26,826 shares; 2023Q3: 26,558 shares; 2023Q4: 35,803 shares; 2024Q1: 35,317 shares; 2024Q2: 33,911 shares; 2024Q3: 32,690 shares; 2024Q4: 31,312 shares 31,312 $1.27M 0.09% -1,378 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 7,586 shares; 2023Q3: 9,491 shares; 2023Q4: 6,577 shares; 2024Q1: 6,582 shares; 2024Q2: 7,968 shares; 2024Q3: 7,755 shares; 2024Q4: 7,351 shares 7,351 $1.27M 0.09% -404 Timeline IX ORIX CORP More: the full row for ORIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 7,643 shares; 2024Q2: 9,455 shares; 2024Q3: 13,956 shares; 2024Q4: 11,658 shares 11,658 $1.24M 0.09% -2,298 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,397 shares; 2023Q3: 1,608 shares; 2023Q4: 1,435 shares; 2024Q1: 1,869 shares; 2024Q2: 1,814 shares; 2024Q3: 2,336 shares; 2024Q4: 2,343 shares 2,343 $1.23M 0.09% +7 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 6,962 shares; 2023Q3: 7,384 shares; 2023Q4: 7,716 shares; 2024Q1: 9,793 shares; 2024Q2: 10,980 shares; 2024Q3: 10,625 shares; 2024Q4: 12,395 shares 12,395 $1.23M 0.09% +1,770 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,341 shares; 2023Q3: 2,503 shares; 2023Q4: 2,475 shares; 2024Q1: 2,554 shares; 2024Q2: 2,859 shares; 2024Q3: 3,264 shares; 2024Q4: 2,742 shares 2,742 $1.22M 0.09% -522 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 6,445 shares; 2023Q3: 7,115 shares; 2023Q4: 6,902 shares; 2024Q1: 6,633 shares; 2024Q2: 6,194 shares; 2024Q3: 6,371 shares; 2024Q4: 6,337 shares 6,337 $1.19M 0.09% -34 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; 2023Q1: restricted; 2023Q2: 460 shares; 2023Q3: 706 shares; 2023Q4: 1,231 shares; 2024Q1: 1,252 shares; 2024Q2: 1,415 shares; 2024Q3: 1,631 shares; 2024Q4: 1,707 shares 1,707 $1.18M 0.09% +76 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,058 shares; 2023Q3: 1,373 shares; 2023Q4: 1,582 shares; 2024Q1: 2,222 shares; 2024Q2: 2,002 shares; 2024Q3: 2,770 shares; 2024Q4: 3,508 shares 3,508 $1.17M 0.09% +738 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,386 shares; 2024Q1: 3,832 shares; 2024Q2: 4,153 shares; 2024Q3: 4,237 shares; 2024Q4: 5,925 shares 5,925 $1.15M 0.08% +1,688 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,283 shares; 2023Q3: 4,599 shares; 2023Q4: 4,824 shares; 2024Q1: 7,077 shares; 2024Q2: 10,135 shares; 2024Q3: 11,085 shares; 2024Q4: 10,451 shares 10,451 $1.12M 0.08% -634 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 15,643 shares; 2023Q3: 15,005 shares; 2023Q4: 14,636 shares; 2024Q1: 13,920 shares; 2024Q2: 14,412 shares; 2024Q3: 13,841 shares; 2024Q4: 12,977 shares 12,977 $1.11M 0.08% -864 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; 2023Q1: restricted; 2023Q2: 19,524 shares; 2023Q3: 26,601 shares; 2023Q4: 24,848 shares; 2024Q1: 23,252 shares; 2024Q2: 23,246 shares; 2024Q3: 23,296 shares; 2024Q4: 47,819 shares 47,819 $1.11M 0.08% +24,523 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,628 shares; 2024Q1: 7,226 shares; 2024Q2: 8,988 shares; 2024Q3: 12,269 shares; 2024Q4: 11,319 shares 11,319 $1.1M 0.08% -950 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 4,555 shares; 2023Q3: 5,815 shares; 2023Q4: 5,238 shares; 2024Q1: 5,997 shares; 2024Q2: 6,063 shares; 2024Q3: 6,483 shares; 2024Q4: 6,116 shares 6,116 $1.09M 0.08% -367 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,764 shares; 2024Q1: 4,434 shares; 2024Q2: 3,797 shares; 2024Q3: 8,897 shares; 2024Q4: 48,169 shares 48,169 $1.02M 0.07% +39,272 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 8,250 shares; 2023Q3: 11,438 shares; 2023Q4: 11,423 shares; 2024Q1: 14,344 shares; 2024Q2: 10,527 shares; 2024Q3: 17,925 shares; 2024Q4: 17,159 shares 17,159 $1.02M 0.07% -766 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,649 shares; 2023Q3: 3,954 shares; 2023Q4: 4,358 shares; 2024Q1: 5,648 shares; 2024Q2: 6,388 shares; 2024Q3: 8,158 shares; 2024Q4: 6,968 shares 6,968 $1.01M 0.07% -1,190 Timeline IIPR INNOVATIVE INDL PPTYS INC More: the full row for INNOVATIVE INDL PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 45,640 shares; 2023Q3: 46,879 shares; 2023Q4: 14,610 shares; 2024Q1: 14,610 shares; 2024Q2: 14,610 shares; 2024Q3: 14,610 shares; 2024Q4: 14,590 shares 14,590 $972K 0.07% -20 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 1,279 shares; 2023Q4: 1,309 shares; 2024Q1: 2,229 shares; 2024Q2: 2,438 shares; 2024Q3: 2,794 shares; 2024Q4: 3,024 shares 3,024 $956K 0.07% +230 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 13,615 shares; 2023Q3: 25,128 shares; 2023Q4: 20,975 shares; 2024Q1: 24,852 shares; 2024Q2: 26,871 shares; 2024Q3: 28,232 shares; 2024Q4: 21,587 shares 21,587 $949K 0.07% -6,645 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 20,816 shares; 2024Q1: 86,779 shares; 2024Q2: 117,109 shares; 2024Q3: 163,330 shares; 2024Q4: 189,320 shares 189,320 $926K 0.07% +25,990 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 3,677 shares; 2023Q4: 8,299 shares; 2024Q1: 5,517 shares; 2024Q2: 5,997 shares; 2024Q3: 6,262 shares; 2024Q4: 4,627 shares 4,627 $914K 0.07% -1,635 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,605 shares; 2024Q1: 7,605 shares; 2024Q2: 10,705 shares; 2024Q3: 11,305 shares; 2024Q4: 11,505 shares 11,505 $905K 0.07% +200 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 531 shares; 2023Q3: 833 shares; 2023Q4: 882 shares; 2024Q1: 1,021 shares; 2024Q2: 3,011 shares; 2024Q3: 2,312 shares; 2024Q4: 1,770 shares 1,770 $895K 0.07% -542 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 4,063 shares; 2023Q4: 4,063 shares; 2024Q1: 4,063 shares; 2024Q2: 7,879 shares; 2024Q3: 7,737 shares; 2024Q4: 4,565 shares 4,565 $894K 0.07% -3,172 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; 2023Q1: restricted; 2023Q2: 7,657 shares; 2023Q3: 7,753 shares; 2023Q4: 7,838 shares; 2024Q1: 7,838 shares; 2024Q2: 7,800 shares; 2024Q3: 7,624 shares; 2024Q4: 7,732 shares 7,732 $885K 0.06% +108 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,008 shares; 2023Q3: 1,141 shares; 2023Q4: 1,294 shares; 2024Q1: 1,789 shares; 2024Q2: 2,007 shares; 2024Q3: 2,415 shares; 2024Q4: 2,507 shares 2,507 $882K 0.06% +92 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 9,097 shares; 2023Q3: 9,235 shares; 2023Q4: 9,394 shares; 2024Q1: 9,374 shares; 2024Q2: 8,843 shares; 2024Q3: 8,835 shares; 2024Q4: 8,946 shares 8,946 $873K 0.06% +111 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 10,759 shares; 2023Q4: 17,023 shares; 2024Q1: 30,529 shares; 2024Q2: 33,814 shares; 2024Q3: 39,080 shares; 2024Q4: 51,178 shares 51,178 $873K 0.06% +12,098 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 18,633 shares; 2023Q3: 18,642 shares; 2023Q4: 18,495 shares; 2024Q1: 18,383 shares; 2024Q2: 17,924 shares; 2024Q3: 17,909 shares; 2024Q4: 17,929 shares 17,929 $857K 0.06% +20 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; 2023Q1: restricted; 2023Q2: 725 shares; 2023Q3: 733 shares; 2023Q4: 767 shares; 2024Q1: 790 shares; 2024Q2: 789 shares; 2024Q3: 806 shares; 2024Q4: 801 shares 801 $844K 0.06% -5 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 8,089 shares; 2023Q3: 8,589 shares; 2023Q4: 8,698 shares; 2024Q1: 9,381 shares; 2024Q2: 12,036 shares; 2024Q3: 12,431 shares; 2024Q4: 11,601 shares 11,601 $832K 0.06% -830 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; 2023Q1: restricted; 2023Q2: 3,815 shares; 2023Q3: 3,815 shares; 2023Q4: 4,868 shares; 2024Q1: 4,920 shares; 2024Q2: 7,456 shares; 2024Q3: 7,432 shares; 2024Q4: 29,740 shares 29,740 $829K 0.06% +22,308 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,086 shares; 2023Q3: 4,104 shares; 2023Q4: 3,865 shares; 2024Q1: 4,645 shares; 2024Q2: 6,327 shares; 2024Q3: 6,310 shares; 2024Q4: 7,256 shares 7,256 $821K 0.06% +946 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 22,695 shares; 2024Q1: 36,381 shares; 2024Q2: 40,781 shares; 2024Q3: 58,934 shares; 2024Q4: 69,841 shares 69,841 $819K 0.06% +10,907 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 7,003 shares; 2023Q3: 6,484 shares; 2023Q4: 4,054 shares; 2024Q1: 5,252 shares; 2024Q2: 5,507 shares; 2024Q3: 5,886 shares; 2024Q4: 5,339 shares 5,339 $812K 0.06% -547 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 34,833 shares; 2024Q1: 93,119 shares; 2024Q2: 106,773 shares; 2024Q3: 111,745 shares; 2024Q4: 137,845 shares 137,845 $798K 0.06% +26,100 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,238 shares; 2023Q3: 2,369 shares; 2023Q4: 2,506 shares; 2024Q1: 2,622 shares; 2024Q2: 2,649 shares; 2024Q3: 2,736 shares; 2024Q4: 3,023 shares 3,023 $788K 0.06% +287 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,195 shares; 2024Q1: 7,039 shares; 2024Q2: 10,614 shares; 2024Q3: 14,697 shares; 2024Q4: 14,040 shares 14,040 $765K 0.06% -657 VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 4,853 shares; 2023Q3: 5,999 shares; 2023Q4: 6,003 shares; 2024Q1: 6,006 shares; 2024Q2: 6,422 shares; 2024Q3: 6,303 shares; 2024Q4: 6,307 shares 6,307 $741K 0.05% +4 Timeline MT ARCELORMITTAL SA LUXEMBOURG More: the full row for ARCELORMITTAL SA LUXEMBOURG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 15,350 shares; 2024Q2: 10,734 shares; 2024Q3: 20,513 shares; 2024Q4: 31,555 shares 31,555 $730K 0.05% +11,042 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,143 shares; 2023Q3: 1,292 shares; 2023Q4: 1,448 shares; 2024Q1: 2,728 shares; 2024Q2: 2,649 shares; 2024Q3: 3,108 shares; 2024Q4: 2,955 shares 2,955 $729K 0.05% -153 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 4,072 shares; 2023Q3: 4,763 shares; 2023Q4: 3,796 shares; 2024Q1: 4,112 shares; 2024Q2: 5,458 shares; 2024Q3: 5,923 shares; 2024Q4: 6,221 shares 6,221 $720K 0.05% +298 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,950 shares; 2023Q3: 2,181 shares; 2023Q4: 1,230 shares; 2024Q1: 1,550 shares; 2024Q2: 2,152 shares; 2024Q3: 1,697 shares; 2024Q4: 1,982 shares 1,982 $719K 0.05% +285 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 1,424 shares; 2023Q4: not reported; 2024Q1: 2,412 shares; 2024Q2: 4,953 shares; 2024Q3: 4,694 shares; 2024Q4: 4,918 shares 4,918 $712K 0.05% +224 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,867 shares; 2024Q3: 3,867 shares; 2024Q4: 3,867 shares 3,867 $678K 0.05% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,192 shares; 2023Q3: 3,577 shares; 2023Q4: 3,880 shares; 2024Q1: 5,639 shares; 2024Q2: 5,679 shares; 2024Q3: 6,048 shares; 2024Q4: 6,079 shares 6,079 $677K 0.05% +31 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 14,255 shares; 2024Q2: 16,455 shares; 2024Q3: 21,330 shares; 2024Q4: 22,244 shares 22,244 $674K 0.05% +914 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,099 shares; 2023Q3: 2,231 shares; 2023Q4: 2,099 shares; 2024Q1: 2,284 shares; 2024Q2: 3,011 shares; 2024Q3: 3,288 shares; 2024Q4: 3,589 shares 3,589 $673K 0.05% +301 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 14,240 shares; 2024Q1: 28,882 shares; 2024Q2: 36,146 shares; 2024Q3: 51,031 shares; 2024Q4: 46,429 shares 46,429 $673K 0.05% -4,602 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 13,537 shares; 2024Q2: 17,805 shares; 2024Q3: 23,419 shares; 2024Q4: 29,191 shares 29,191 $665K 0.05% +5,772 Timeline TARS TARSUS PHARMACEUTICALS INC More: the full row for TARSUS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 14,750 shares; 2023Q3: 15,200 shares; 2023Q4: 16,950 shares; 2024Q1: 14,000 shares; 2024Q2: 14,800 shares; 2024Q3: 15,400 shares; 2024Q4: 12,000 shares 12,000 $664K 0.05% -3,400 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; 2023Q1: restricted; 2023Q2: 2,015 shares; 2023Q3: 2,056 shares; 2023Q4: 1,612 shares; 2024Q1: 1,724 shares; 2024Q2: 1,777 shares; 2024Q3: 1,812 shares; 2024Q4: 1,793 shares 1,793 $662K 0.05% -19 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,412 shares; 2024Q2: 5,961 shares; 2024Q3: 8,065 shares; 2024Q4: 9,061 shares 9,061 $662K 0.05% +996 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; 2023Q1: restricted; 2023Q2: 2,980 shares; 2023Q3: 5,241 shares; 2023Q4: 6,831 shares; 2024Q1: 5,081 shares; 2024Q2: 10,358 shares; 2024Q3: 10,927 shares; 2024Q4: 10,064 shares 10,064 $659K 0.05% -863 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,158 shares; 2023Q3: 1,258 shares; 2023Q4: 1,400 shares; 2024Q1: 1,576 shares; 2024Q2: 1,543 shares; 2024Q3: 2,104 shares; 2024Q4: 2,274 shares 2,274 $659K 0.05% +170 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,085 shares; 2024Q3: 5,616 shares; 2024Q4: 5,496 shares 5,496 $646K 0.05% -120 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,255 shares; 2024Q1: 7,003 shares; 2024Q2: 8,655 shares; 2024Q3: 9,506 shares; 2024Q4: 11,905 shares 11,905 $623K 0.05% +2,399 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,167 shares; 2024Q2: 9,852 shares; 2024Q3: 14,713 shares; 2024Q4: 12,900 shares 12,900 $622K 0.05% -1,813 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 6,814 shares; 2023Q3: 6,668 shares; 2023Q4: 1,820 shares; 2024Q1: 2,084 shares; 2024Q2: 2,218 shares; 2024Q3: 2,426 shares; 2024Q4: 2,746 shares 2,746 $620K 0.05% +320 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; 2023Q1: restricted; 2023Q2: 2,436 shares; 2023Q3: 2,704 shares; 2023Q4: 2,621 shares; 2024Q1: 2,617 shares; 2024Q2: 2,657 shares; 2024Q3: 2,825 shares; 2024Q4: 2,796 shares 2,796 $617K 0.05% -29 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 6,903 shares; 2024Q1: 21,799 shares; 2024Q2: 28,965 shares; 2024Q3: 34,676 shares; 2024Q4: 21,070 shares 21,070 $602K 0.04% -13,606 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,555 shares; 2023Q3: 2,541 shares; 2023Q4: 2,108 shares; 2024Q1: 2,107 shares; 2024Q2: 2,294 shares; 2024Q3: 2,303 shares; 2024Q4: 2,332 shares 2,332 $591K 0.04% +29 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,158 shares; 2023Q3: 1,426 shares; 2023Q4: 1,223 shares; 2024Q1: 1,462 shares; 2024Q2: 1,501 shares; 2024Q3: 1,597 shares; 2024Q4: 3,227 shares 3,227 $587K 0.04% +1,630 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,165 shares; 2024Q2: 5,814 shares; 2024Q3: 7,546 shares; 2024Q4: 6,845 shares 6,845 $581K 0.04% -701 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,811 shares; 2024Q4: 18,542 shares 18,542 $569K 0.04% +12,731 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 11,223 shares; 2024Q2: 11,406 shares; 2024Q3: 15,285 shares; 2024Q4: 17,416 shares 17,416 $565K 0.04% +2,131 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,807 shares; 2024Q1: 4,221 shares; 2024Q2: 4,864 shares; 2024Q3: 5,506 shares; 2024Q4: 7,289 shares 7,289 $556K 0.04% +1,783 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 915 shares; 2023Q3: 1,139 shares; 2023Q4: 1,042 shares; 2024Q1: 1,060 shares; 2024Q2: 1,084 shares; 2024Q3: 1,185 shares; 2024Q4: 1,107 shares 1,107 $551K 0.04% -78 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6,057 shares; 2024Q3: 6,077 shares; 2024Q4: 6,077 shares 6,077 $549K 0.04% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 759 shares; 2023Q3: 956 shares; 2023Q4: not reported; 2024Q1: 653 shares; 2024Q2: 836 shares; 2024Q3: 911 shares; 2024Q4: 958 shares 958 $548K 0.04% +47 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,793 shares; 2024Q1: 5,054 shares; 2024Q2: 6,139 shares; 2024Q3: 7,207 shares; 2024Q4: 8,743 shares 8,743 $544K 0.04% +1,536 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 11,496 shares; 2024Q1: 34,056 shares; 2024Q2: 40,768 shares; 2024Q3: 51,662 shares; 2024Q4: 63,799 shares 63,799 $542K 0.04% +12,137 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 591 shares; 2024Q2: 662 shares; 2024Q3: 1,041 shares; 2024Q4: 1,030 shares 1,030 $538K 0.04% -11 Timeline PDN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 16,881 shares; 2023Q3: 16,881 shares; 2023Q4: 16,881 shares; 2024Q1: 16,881 shares; 2024Q2: 16,881 shares; 2024Q3: 16,881 shares; 2024Q4: 16,881 shares 16,881 $534K 0.04% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 4,045 shares; 2023Q3: 4,032 shares; 2023Q4: 4,195 shares; 2024Q1: 4,199 shares; 2024Q2: 4,202 shares; 2024Q3: 4,206 shares; 2024Q4: 1,650 shares 1,650 $532K 0.04% -2,556 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,695 shares; 2024Q1: 7,039 shares; 2024Q2: 8,793 shares; 2024Q3: 10,378 shares; 2024Q4: 10,607 shares 10,607 $531K 0.04% +229 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 4,798 shares; 2023Q3: 4,798 shares; 2023Q4: 4,798 shares; 2024Q1: 4,798 shares; 2024Q2: 4,798 shares; 2024Q3: 4,798 shares; 2024Q4: 4,798 shares 4,798 $529K 0.04% 0 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; 2023Q1: restricted; 2023Q2: 2,100 shares; 2023Q3: not reported; 2023Q4: 2,221 shares; 2024Q1: 2,250 shares; 2024Q2: 2,298 shares; 2024Q3: 2,313 shares; 2024Q4: 2,285 shares 2,285 $527K 0.04% -28 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,231 shares; 2023Q3: 26,104 shares; 2023Q4: 26,104 shares; 2024Q1: 26,104 shares; 2024Q2: 26,140 shares; 2024Q3: 26,606 shares; 2024Q4: 1,943 shares 1,943 $524K 0.04% -24,663 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,167 shares; 2024Q3: 1,223 shares; 2024Q4: 1,552 shares 1,552 $515K 0.04% +329 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 7,387 shares; 2024Q3: 10,915 shares; 2024Q4: 11,961 shares 11,961 $514K 0.04% +1,046 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,884 shares; 2024Q1: 4,901 shares; 2024Q2: 5,015 shares; 2024Q3: 5,235 shares; 2024Q4: 4,793 shares 4,793 $510K 0.04% -442 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,516 shares; 2023Q3: 1,706 shares; 2023Q4: 1,803 shares; 2024Q1: 1,868 shares; 2024Q2: 2,139 shares; 2024Q3: 2,528 shares; 2024Q4: 2,377 shares 2,377 $505K 0.04% -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; 2023Q1: restricted; 2023Q2: 641 shares; 2023Q3: 783 shares; 2023Q4: 712 shares; 2024Q1: 1,007 shares; 2024Q2: 1,084 shares; 2024Q3: 1,547 shares; 2024Q4: 1,205 shares 1,205 $504K 0.04% -342 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,643 shares; 2024Q1: 5,425 shares; 2024Q2: 6,640 shares; 2024Q3: 9,831 shares; 2024Q4: 8,866 shares 8,866 $503K 0.04% -965 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,527 shares 4,527 $500K 0.04% new 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 13,609 shares; 2024Q2: 15,453 shares; 2024Q3: 16,101 shares; 2024Q4: 16,070 shares 16,070 $494K 0.04% -31 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 6,496 shares; 2024Q1: 9,498 shares; 2024Q2: 11,706 shares; 2024Q3: 8,897 shares; 2024Q4: 10,012 shares 10,012 $489K 0.04% +1,115 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,268 shares; 2024Q2: 2,900 shares; 2024Q3: 3,980 shares; 2024Q4: 5,762 shares 5,762 $488K 0.04% +1,782 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 5,258 shares; 2023Q3: 5,258 shares; 2023Q4: 5,277 shares; 2024Q1: 5,283 shares; 2024Q2: 5,288 shares; 2024Q3: 5,297 shares; 2024Q4: 5,471 shares 5,471 $484K 0.04% +174 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 14,823 shares; 2023Q3: 10,644 shares; 2023Q4: 11,576 shares; 2024Q1: 15,294 shares; 2024Q2: 17,845 shares; 2024Q3: 16,736 shares; 2024Q4: 17,945 shares 17,945 $476K 0.03% +1,209 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 1,170 shares; 2023Q4: 1,171 shares; 2024Q1: 1,171 shares; 2024Q2: 1,628 shares; 2024Q3: 1,629 shares; 2024Q4: 1,629 shares 1,629 $472K 0.03% 0 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 2,421 shares; 2023Q4: 2,726 shares; 2024Q1: 3,452 shares; 2024Q2: 4,214 shares; 2024Q3: 4,647 shares; 2024Q4: 5,260 shares 5,260 $469K 0.03% +613 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,086 shares; 2024Q1: 333 shares; 2024Q2: 334 shares; 2024Q3: 381 shares; 2024Q4: 395 shares 395 $468K 0.03% +14 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 469 shares; 2024Q2: 860 shares; 2024Q3: 837 shares; 2024Q4: 1,262 shares 1,262 $466K 0.03% +425 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,660 shares; 2023Q3: 2,905 shares; 2023Q4: 3,206 shares; 2024Q1: 3,073 shares; 2024Q2: 3,358 shares; 2024Q3: 3,608 shares; 2024Q4: 3,854 shares 3,854 $464K 0.03% +246 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,442 shares; 2024Q1: 2,510 shares; 2024Q2: 2,688 shares; 2024Q3: 3,001 shares; 2024Q4: 2,827 shares 2,827 $461K 0.03% -174 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 35,594 shares; 2024Q2: 37,807 shares; 2024Q3: 52,824 shares; 2024Q4: 56,645 shares 56,645 $457K 0.03% +3,821 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,750 shares; 2024Q4: 12,099 shares 12,099 $455K 0.03% +6,349 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 9,195 shares; 2023Q3: 12,026 shares; 2023Q4: 12,026 shares; 2024Q1: 12,026 shares; 2024Q2: 27,338 shares; 2024Q3: 9,195 shares; 2024Q4: 9,195 shares 9,195 $455K 0.03% 0 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 675 shares; 2023Q4: 596 shares; 2024Q1: 1,206 shares; 2024Q2: 670 shares; 2024Q3: 575 shares; 2024Q4: 1,065 shares 1,065 $453K 0.03% +490 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 40,606 shares; 2024Q1: 52,508 shares; 2024Q2: 76,556 shares; 2024Q3: 85,540 shares; 2024Q4: 99,201 shares 99,201 $452K 0.03% +13,661 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,063 shares; 2024Q2: 4,205 shares; 2024Q3: 5,855 shares; 2024Q4: 5,876 shares 5,876 $451K 0.03% +21 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,462 shares; 2024Q2: 5,804 shares; 2024Q3: 6,024 shares; 2024Q4: 6,397 shares 6,397 $449K 0.03% +373 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,589 shares; 2023Q3: 3,694 shares; 2023Q4: 3,417 shares; 2024Q1: 3,677 shares; 2024Q2: 3,722 shares; 2024Q3: 3,663 shares; 2024Q4: 3,653 shares 3,653 $448K 0.03% -10 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,633 shares; 2024Q3: 7,658 shares; 2024Q4: 9,013 shares 9,013 $446K 0.03% +1,355 Timeline CRDF CARDIFF ONCOLOGY INC More: the full row for CARDIFF ONCOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 13,587 shares; 2023Q3: 31,147 shares; 2023Q4: 31,147 shares; 2024Q1: 42,747 shares; 2024Q2: 65,047 shares; 2024Q3: 91,467 shares; 2024Q4: 101,575 shares 101,575 $441K 0.03% +10,108 Timeline PACIFIC PREMIER BANCORP INC PACIFIC PREMIER BANCORP INC More: the full row for PACIFIC PREMIER BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 16,303 shares; 2023Q3: 16,531 shares; 2023Q4: 16,781 shares; 2024Q1: 17,004 shares; 2024Q2: 17,243 shares; 2024Q3: 17,475 shares; 2024Q4: 17,675 shares 17,675 $440K 0.03% +200 C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,810 shares; 2024Q2: 5,241 shares; 2024Q3: 5,590 shares; 2024Q4: 6,245 shares 6,245 $440K 0.03% +655 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 4,114 shares; 2023Q3: 4,434 shares; 2023Q4: 1,587 shares; 2024Q1: 2,088 shares; 2024Q2: 2,421 shares; 2024Q3: 3,223 shares; 2024Q4: 2,851 shares 2,851 $438K 0.03% -372 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 8,974 shares; 2024Q1: 8,974 shares; 2024Q2: 8,974 shares; 2024Q3: 8,974 shares; 2024Q4: 8,974 shares 8,974 $438K 0.03% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,204 shares; 2024Q2: 1,270 shares; 2024Q3: 1,660 shares; 2024Q4: 1,465 shares 1,465 $435K 0.03% -195 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 423 shares 423 $433K 0.03% 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 953 shares; 2024Q2: 1,141 shares; 2024Q3: 1,345 shares; 2024Q4: 1,541 shares 1,541 $426K 0.03% +196 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,233 shares; 2024Q2: 2,400 shares; 2024Q3: 2,880 shares; 2024Q4: 3,943 shares 3,943 $425K 0.03% +1,063 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 5,313 shares; 2023Q3: 6,725 shares; 2023Q4: 6,401 shares; 2024Q1: 6,401 shares; 2024Q2: 5,475 shares; 2024Q3: 5,475 shares; 2024Q4: 5,552 shares 5,552 $420K 0.03% +77 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 34,000 shares; 2024Q1: 14,375 shares; 2024Q2: 13,791 shares; 2024Q3: 13,791 shares; 2024Q4: 13,134 shares 13,134 $420K 0.03% -657 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,095 shares; 2024Q2: 5,525 shares; 2024Q3: 2,598 shares; 2024Q4: 2,515 shares 2,515 $419K 0.03% -83 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; 2023Q1: restricted; 2023Q2: 3,554 shares; 2023Q3: 3,745 shares; 2023Q4: 3,960 shares; 2024Q1: 4,180 shares; 2024Q2: 4,143 shares; 2024Q3: 4,943 shares; 2024Q4: 4,855 shares 4,855 $414K 0.03% -88 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 8,204 shares; 2024Q4: 8,535 shares 8,535 $411K 0.03% +331 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,320 shares; 2024Q2: 1,887 shares; 2024Q3: 1,826 shares; 2024Q4: 1,870 shares 1,870 $411K 0.03% +44 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 12,514 shares; 2024Q4: 14,902 shares 14,902 $408K 0.03% +2,388 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 494 shares; 2024Q2: 578 shares; 2024Q3: 753 shares; 2024Q4: 773 shares 773 $402K 0.03% +20 Timeline GIB CGI INC More: the full row for CGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,355 shares; 2024Q3: 3,587 shares; 2024Q4: 3,650 shares 3,650 $399K 0.03% +63 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 10,253 shares; 2024Q1: 15,049 shares; 2024Q2: 18,237 shares; 2024Q3: 25,022 shares; 2024Q4: 25,075 shares 25,075 $393K 0.03% +53 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,038 shares; 2024Q2: 2,727 shares; 2024Q3: 3,215 shares; 2024Q4: 3,243 shares 3,243 $392K 0.03% +28 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 6,463 shares; 2023Q3: 6,463 shares; 2023Q4: 6,469 shares; 2024Q1: 6,471 shares; 2024Q2: 6,473 shares; 2024Q3: 6,476 shares; 2024Q4: 6,478 shares 6,478 $391K 0.03% +2 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,432 shares; 2023Q3: 2,135 shares; 2023Q4: 2,259 shares; 2024Q1: 2,378 shares; 2024Q2: 2,217 shares; 2024Q3: 2,239 shares; 2024Q4: 2,190 shares 2,190 $388K 0.03% -49 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 7,193 shares; 2023Q3: 6,927 shares; 2023Q4: 6,927 shares; 2024Q1: 6,927 shares; 2024Q2: 6,722 shares; 2024Q3: 7,255 shares; 2024Q4: 7,255 shares 7,255 $379K 0.03% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,011 shares; 2024Q2: 3,495 shares; 2024Q3: 3,641 shares; 2024Q4: 4,233 shares 4,233 $378K 0.03% +592 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,849 shares; 2024Q1: 2,784 shares; 2024Q2: 3,490 shares; 2024Q3: 3,861 shares; 2024Q4: 3,117 shares 3,117 $376K 0.03% -744 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; 2023Q1: restricted; 2023Q2: 18,116 shares; 2023Q3: 21,116 shares; 2023Q4: 18,116 shares; 2024Q1: 18,116 shares; 2024Q2: 18,100 shares; 2024Q3: 17,930 shares; 2024Q4: 17,730 shares 17,730 $373K 0.03% -200 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6,308 shares; 2024Q2: 6,967 shares; 2024Q3: 9,154 shares; 2024Q4: 8,110 shares 8,110 $368K 0.03% -1,044 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,116 shares; 2024Q2: 8,356 shares; 2024Q3: 7,860 shares; 2024Q4: 6,338 shares 6,338 $364K 0.03% -1,522 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,510 shares; 2023Q3: 5,609 shares; 2023Q4: not reported; 2024Q1: 5,718 shares; 2024Q2: not reported; 2024Q3: 6,562 shares; 2024Q4: 6,382 shares 6,382 $361K 0.03% -180 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 3,143 shares; 2023Q4: 4,679 shares; 2024Q1: 3,891 shares; 2024Q2: 6,327 shares; 2024Q3: 7,787 shares; 2024Q4: 5,730 shares 5,730 $359K 0.03% -2,057 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 2,079 shares; 2023Q4: 2,492 shares; 2024Q1: 3,337 shares; 2024Q2: 3,662 shares; 2024Q3: 3,614 shares; 2024Q4: 2,959 shares 2,959 $357K 0.03% -655 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,629 shares; 2024Q4: 1,729 shares 1,729 $355K 0.03% +100 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,246 shares; 2023Q3: 4,252 shares; 2023Q4: 3,035 shares; 2024Q1: 3,396 shares; 2024Q2: 3,545 shares; 2024Q3: 3,808 shares; 2024Q4: 3,745 shares 3,745 $352K 0.03% -63 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,064 shares; 2024Q1: 2,064 shares; 2024Q2: 2,701 shares; 2024Q3: 3,055 shares; 2024Q4: 3,055 shares 3,055 $352K 0.03% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 15,567 shares; 2023Q3: 16,111 shares; 2023Q4: 17,585 shares; 2024Q1: 22,783 shares; 2024Q2: 16,189 shares; 2024Q3: 17,022 shares; 2024Q4: 17,537 shares 17,537 $352K 0.03% +515 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,753 shares; 2023Q3: 3,015 shares; 2023Q4: 3,147 shares; 2024Q1: 3,202 shares; 2024Q2: 3,157 shares; 2024Q3: 3,147 shares; 2024Q4: 3,047 shares 3,047 $347K 0.03% -100 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,770 shares; 2024Q2: 3,201 shares; 2024Q3: 3,656 shares; 2024Q4: 4,115 shares 4,115 $346K 0.03% +459 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 12,279 shares; 2024Q2: 16,598 shares; 2024Q3: 27,907 shares; 2024Q4: 36,266 shares 36,266 $346K 0.03% +8,359 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 1,260 shares; 2023Q4: 1,151 shares; 2024Q1: 1,292 shares; 2024Q2: 1,363 shares; 2024Q3: 1,821 shares; 2024Q4: 1,502 shares 1,502 $343K 0.03% -319 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,508 shares; 2024Q2: 5,133 shares; 2024Q3: 6,692 shares; 2024Q4: 6,341 shares 6,341 $338K 0.02% -351 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,403 shares; 2024Q3: 2,737 shares; 2024Q4: 3,501 shares 3,501 $335K 0.02% +764 Timeline XAIX DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9,957 shares 9,957 $333K 0.02% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,596 shares 4,596 $332K 0.02% new Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,787 shares; 2024Q4: 5,784 shares 5,784 $332K 0.02% +997 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,913 shares; 2024Q2: 6,898 shares; 2024Q3: 6,747 shares; 2024Q4: 9,687 shares 9,687 $328K 0.02% +2,940 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,386 shares; 2023Q3: 2,402 shares; 2023Q4: 2,420 shares; 2024Q1: 2,433 shares; 2024Q2: 2,413 shares; 2024Q3: 2,426 shares; 2024Q4: 2,469 shares 2,469 $326K 0.02% +43 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 6,163 shares; 2023Q3: 6,930 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,282 shares 3,282 $325K 0.02% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,916 shares 10,916 $323K 0.02% new Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,744 shares; 2024Q2: 1,883 shares; 2024Q3: 2,056 shares; 2024Q4: 1,737 shares 1,737 $321K 0.02% -319 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,640 shares; 2023Q3: 2,489 shares; 2023Q4: 2,818 shares; 2024Q1: 3,041 shares; 2024Q2: 3,221 shares; 2024Q3: 1,105 shares; 2024Q4: 2,075 shares 2,075 $317K 0.02% +970 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,011 shares; 2024Q2: 3,358 shares; 2024Q3: 1,588 shares; 2024Q4: 1,360 shares 1,360 $312K 0.02% -228 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,349 shares; 2024Q2: 2,626 shares; 2024Q3: 3,172 shares; 2024Q4: 3,873 shares 3,873 $309K 0.02% +701 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,403 shares; 2024Q2: 5,391 shares; 2024Q3: 6,496 shares; 2024Q4: 7,676 shares 7,676 $307K 0.02% +1,180 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 527 shares; 2024Q1: 647 shares; 2024Q2: 582 shares; 2024Q3: 693 shares; 2024Q4: 711 shares 711 $301K 0.02% +18 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 803 shares; 2024Q2: 990 shares; 2024Q3: 1,040 shares; 2024Q4: 991 shares 991 $298K 0.02% -49 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,377 shares; 2024Q1: 3,377 shares; 2024Q2: 3,446 shares; 2024Q3: 3,524 shares; 2024Q4: 3,129 shares 3,129 $297K 0.02% -395 Timeline FMS FRESENIUS MEDICAL CARE AG More: the full row for FRESENIUS MEDICAL CARE AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 13,104 shares 13,104 $297K 0.02% new Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,965 shares; 2024Q4: 2,071 shares 2,071 $296K 0.02% +106 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,128 shares; 2024Q2: 5,207 shares; 2024Q3: 6,256 shares; 2024Q4: 6,187 shares 6,187 $296K 0.02% -69 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 770 shares; 2024Q2: 1,325 shares; 2024Q3: 1,268 shares; 2024Q4: 1,186 shares 1,186 $294K 0.02% -82 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 303 shares; 2024Q2: 324 shares; 2024Q3: 363 shares; 2024Q4: 412 shares 412 $293K 0.02% +49 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,540 shares; 2024Q3: 9,935 shares; 2024Q4: 7,773 shares 7,773 $292K 0.02% -2,162 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 6,852 shares; 2024Q1: 6,800 shares; 2024Q2: 6,800 shares; 2024Q3: 6,865 shares; 2024Q4: 6,865 shares 6,865 $290K 0.02% 0 Timeline PSO PEARSON PLC More: the full row for PEARSON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 15,327 shares; 2024Q4: 17,965 shares 17,965 $290K 0.02% +2,638 Timeline STLA STELLANTIS N.V More: the full row for STELLANTIS N.V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 12,162 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 21,866 shares 21,866 $285K 0.02% new Timeline QIAGEN NV QIAGEN NV More: the full row for QIAGEN NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,389 shares; 2024Q4: 6,390 shares 6,390 $285K 0.02% +1,001 SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,478 shares; 2024Q4: 4,351 shares 4,351 $283K 0.02% -127 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,629 shares; 2024Q1: 4,691 shares; 2024Q2: 5,299 shares; 2024Q3: 3,017 shares; 2024Q4: 3,059 shares 3,059 $283K 0.02% +42 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,936 shares; 2024Q3: 3,252 shares; 2024Q4: 3,291 shares 3,291 $278K 0.02% +39 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,348 shares; 2024Q3: 3,205 shares; 2024Q4: 2,200 shares 2,200 $277K 0.02% -1,005 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,169 shares; 2024Q2: 3,753 shares; 2024Q3: 5,101 shares; 2024Q4: 4,693 shares 4,693 $276K 0.02% -408 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,714 shares; 2024Q1: 1,714 shares; 2024Q2: 1,714 shares; 2024Q3: 1,714 shares; 2024Q4: 1,714 shares 1,714 $273K 0.02% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,251 shares; 2023Q3: 2,195 shares; 2023Q4: 2,017 shares; 2024Q1: 2,514 shares; 2024Q2: 2,483 shares; 2024Q3: 2,474 shares; 2024Q4: 2,022 shares 2,022 $273K 0.02% -452 Timeline TLTD FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,823 shares; 2023Q3: 3,835 shares; 2023Q4: 3,867 shares; 2024Q1: 3,871 shares; 2024Q2: 3,912 shares; 2024Q3: 3,924 shares; 2024Q4: 3,962 shares 3,962 $273K 0.02% +38 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6,518 shares; 2024Q3: 3,292 shares; 2024Q4: 9,875 shares 9,875 $270K 0.02% +6,583 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 59 shares; 2024Q3: 54 shares; 2024Q4: 54 shares 54 $268K 0.02% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,185 shares; 2024Q3: 2,212 shares; 2024Q4: 1,917 shares 1,917 $267K 0.02% -295 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 11,571 shares; 2024Q2: 14,450 shares; 2024Q3: 18,917 shares; 2024Q4: 19,930 shares 19,930 $265K 0.02% +1,013 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,213 shares; 2024Q1: 2,539 shares; 2024Q2: 3,008 shares; 2024Q3: 3,866 shares; 2024Q4: 3,462 shares 3,462 $262K 0.02% -404 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,014 shares; 2024Q4: 5,385 shares 5,385 $262K 0.02% +371 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,737 shares; 2024Q2: not reported; 2024Q3: 4,201 shares; 2024Q4: 4,275 shares 4,275 $261K 0.02% +74 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 14,895 shares; 2024Q1: 24,637 shares; 2024Q2: 27,205 shares; 2024Q3: 29,478 shares; 2024Q4: 26,765 shares 26,765 $260K 0.02% -2,713 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,963 shares; 2024Q2: 2,745 shares; 2024Q3: 3,169 shares; 2024Q4: 2,296 shares 2,296 $260K 0.02% -873 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 468 shares; 2024Q2: 611 shares; 2024Q3: 766 shares; 2024Q4: 610 shares 610 $259K 0.02% -156 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 890 shares; 2024Q4: 783 shares 783 $258K 0.02% -107 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,740 shares; 2024Q4: 1,372 shares 1,372 $256K 0.02% -368 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,355 shares 3,355 $254K 0.02% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 661 shares; 2024Q4: 701 shares 701 $252K 0.02% +40 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 14,418 shares; 2023Q3: 14,493 shares; 2023Q4: not reported; 2024Q1: 4,349 shares; 2024Q2: 4,066 shares; 2024Q3: 5,199 shares; 2024Q4: 4,153 shares 4,153 $251K 0.02% -1,046 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 652 shares; 2024Q2: 652 shares; 2024Q3: 622 shares; 2024Q4: 622 shares 622 $250K 0.02% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,964 shares; 2024Q4: 2,378 shares 2,378 $246K 0.02% +414 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 11,986 shares; 2023Q3: 11,986 shares; 2023Q4: 11,986 shares; 2024Q1: 11,986 shares; 2024Q2: 11,986 shares; 2024Q3: 11,986 shares; 2024Q4: 11,986 shares 11,986 $245K 0.02% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,400 shares; 2024Q1: 2,390 shares; 2024Q2: 2,470 shares; 2024Q3: 2,776 shares; 2024Q4: 2,649 shares 2,649 $245K 0.02% -127 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 944 shares; 2024Q2: not reported; 2024Q3: 1,014 shares; 2024Q4: 1,016 shares 1,016 $245K 0.02% +2 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 547 shares 547 $245K 0.02% new Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,454 shares; 2024Q4: 5,741 shares 5,741 $244K 0.02% +287 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 310 shares; 2024Q3: 409 shares; 2024Q4: 387 shares 387 $244K 0.02% -22 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 22,402 shares; 2023Q4: 22,681 shares; 2024Q1: 23,386 shares; 2024Q2: 31,057 shares; 2024Q3: 31,482 shares; 2024Q4: 7,711 shares 7,711 $242K 0.02% -23,771 Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,000 shares 5,000 $241K 0.02% new Timeline IG PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 11,762 shares; 2023Q3: 11,762 shares; 2023Q4: 11,762 shares; 2024Q1: 11,762 shares; 2024Q2: 11,762 shares; 2024Q3: 11,762 shares; 2024Q4: 11,762 shares 11,762 $239K 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,515 shares; 2024Q4: 1,594 shares 1,594 $238K 0.02% +79 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 939 shares; 2024Q4: 932 shares 932 $236K 0.02% -7 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,092 shares; 2024Q3: 3,780 shares; 2024Q4: 3,366 shares 3,366 $234K 0.02% -414 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,195 shares 3,195 $233K 0.02% new Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,733 shares 3,733 $230K 0.02% new Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,877 shares; 2024Q4: 2,976 shares 2,976 $229K 0.02% +99 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 8,777 shares; 2024Q2: not reported; 2024Q3: 6,519 shares; 2024Q4: 6,293 shares 6,293 $229K 0.02% -226 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 771 shares; 2024Q4: 786 shares 786 $228K 0.02% +15 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9,358 shares 9,358 $222K 0.02% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 993 shares; 2024Q2: 1,595 shares; 2024Q3: 1,117 shares; 2024Q4: 1,054 shares 1,054 $222K 0.02% -63 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,575 shares; 2024Q4: 4,058 shares 4,058 $218K 0.02% -517 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,762 shares; 2024Q4: 2,552 shares 2,552 $217K 0.02% -210 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,337 shares; 2024Q2: not reported; 2024Q3: 7,659 shares; 2024Q4: 8,572 shares 8,572 $214K 0.02% +913 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,724 shares; 2024Q1: 2,486 shares; 2024Q2: 2,200 shares; 2024Q3: 2,605 shares; 2024Q4: 2,104 shares 2,104 $214K 0.02% -501 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,329 shares; 2024Q3: 2,497 shares; 2024Q4: 2,346 shares 2,346 $213K 0.02% -151 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 361 shares; 2024Q2: 405 shares; 2024Q3: 504 shares; 2024Q4: 410 shares 410 $213K 0.02% -94 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 4,193 shares; 2023Q4: 4,772 shares; 2024Q1: 4,772 shares; 2024Q2: 4,772 shares; 2024Q3: 4,892 shares; 2024Q4: 1,256 shares 1,256 $213K 0.02% -3,636 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,809 shares 1,809 $212K 0.02% new 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,982 shares 1,982 $209K 0.02% new 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,430 shares; 2024Q4: 1,421 shares 1,421 $208K 0.02% -9 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,432 shares; 2023Q3: 2,222 shares; 2023Q4: 1,749 shares; 2024Q1: 1,573 shares; 2024Q2: not reported; 2024Q3: 1,545 shares; 2024Q4: 1,545 shares 1,545 $206K 0.02% 0 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 11,391 shares; 2023Q4: 40,527 shares; 2024Q1: 51,918 shares; 2024Q2: 86,322 shares; 2024Q3: 97,344 shares; 2024Q4: 75,273 shares 75,273 $205K 0.01% -22,071 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,839 shares 3,839 $204K 0.01% new Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,412 shares 1,412 $203K 0.01% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,989 shares; 2024Q4: 1,612 shares 1,612 $203K 0.01% -377 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,129 shares; 2024Q4: 2,929 shares 2,929 $202K 0.01% -200 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 12,058 shares; 2024Q3: 16,445 shares; 2024Q4: 19,633 shares 19,633 $200K 0.01% +3,188 Timeline INGN INOGEN INC More: the full row for INOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 20,611 shares; 2023Q3: 20,611 shares; 2023Q4: 20,611 shares; 2024Q1: 38,194 shares; 2024Q2: 38,194 shares; 2024Q3: 20,611 shares; 2024Q4: 20,111 shares 20,111 $184K 0.01% -500 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,197 shares 10,197 $175K 0.01% new Timeline RWT REDWOOD TRUST INC More: the full row for REDWOOD TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 25,000 shares 25,000 $163K 0.01% new Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 10,921 shares; 2024Q2: 17,097 shares; 2024Q3: 25,906 shares; 2024Q4: 31,196 shares 31,196 $147K 0.01% +5,290 Timeline CIO CITY OFFICE REIT INC More: the full row for CITY OFFICE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 26,484 shares; 2024Q2: 26,484 shares; 2024Q3: 26,484 shares; 2024Q4: 26,484 shares 26,484 $146K 0.01% 0 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 13,063 shares 13,063 $138K 0.01% new Timeline TELFY TELEFONICA SA-SPON ADR More: the full row for TELEFONICA SA-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 16,949 shares; 2024Q1: 23,560 shares; 2024Q2: 29,352 shares; 2024Q3: 35,668 shares; 2024Q4: 30,754 shares 30,754 $124K 0.01% -4,914 Timeline HAFN HAFNIA LTD More: the full row for HAFNIA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 20,092 shares 20,092 $112K 0.01% new Timeline CONNECT BIOPHARMA HLDGS LTD CONNECT BIOPHARMA HLDGS LTD More: the full row for CONNECT BIOPHARMA HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 41,823 shares; 2024Q4: 80,000 shares 80,000 $110K 0.01% +38,177 ICL ICL GROUP LTD More: the full row for ICL GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 11,192 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 16,455 shares 16,455 $81.5K 0.01% new Timeline EQ EQUILLIUM INC More: the full row for EQUILLIUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 103,688 shares; 2023Q3: 103,688 shares; 2023Q4: 99,688 shares; 2024Q1: 99,688 shares; 2024Q2: 99,688 shares; 2024Q3: 99,688 shares; 2024Q4: 99,688 shares 99,688 $74.6K 0.01% 0 Timeline KNOW LABS INC KNOW LABS INC More: the full row for KNOW LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 150,000 shares; 2023Q3: 170,000 shares; 2023Q4: 370,000 shares; 2024Q1: 370,000 shares; 2024Q2: 370,000 shares; 2024Q3: 370,000 shares; 2024Q4: 370,000 shares 370,000 $63.7K <0.01% 0 DYAI DYADIC INTL INC DEL More: the full row for DYADIC INTL INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 27,174 shares; 2024Q2: 27,174 shares; 2024Q3: 27,174 shares; 2024Q4: 27,174 shares 27,174 $47.6K <0.01% 0 Timeline ALLO ALLOGENE THERAPEUTICS INC More: the full row for ALLOGENE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 19,224 shares; 2023Q3: 19,224 shares; 2023Q4: 21,089 shares; 2024Q1: 21,089 shares; 2024Q2: 21,089 shares; 2024Q3: 21,089 shares; 2024Q4: 21,089 shares 21,089 $44.9K <0.01% 0 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 10,555 shares; 2023Q4: 10,555 shares; 2024Q1: 10,555 shares; 2024Q2: 12,055 shares; 2024Q3: 12,055 shares; 2024Q4: 12,055 shares 12,055 $30.9K <0.01% 0 Timeline QSI QUANTUM SI INC More: the full row for QUANTUM SI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,800 shares 10,800 $29.2K <0.01% new Timeline GOSS GOSSAMER BIO INC More: the full row for GOSSAMER BIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 30,000 shares 30,000 $27.1K <0.01% new Timeline EYENOVIA INC EYENOVIA INC More: the full row for EYENOVIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 30,000 shares 30,000 $4.38K <0.01% new