AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 96,473 shares; 2023Q1: 96,169 shares; 2023Q2: 97,038 shares; 2023Q3: 96,430 shares; 2023Q4: 95,963 shares 95,963 $18.5M 8.16% -467 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 32,526 shares; 2023Q1: 32,643 shares; 2023Q2: 32,106 shares; 2023Q3: 32,021 shares; 2023Q4: 31,429 shares 31,429 $11.8M 5.22% -592 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 163,385 shares; 2023Q1: 163,049 shares; 2023Q2: 154,770 shares; 2023Q3: 156,063 shares; 2023Q4: 163,202 shares 163,202 $9.09M 4.01% +7,139 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 19,364 shares; 2023Q1: 19,340 shares; 2023Q2: 20,390 shares; 2023Q3: 20,362 shares; 2023Q4: 20,077 shares 20,077 $7.16M 3.16% -285 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 13,222 shares; 2023Q1: 13,435 shares; 2023Q2: 13,317 shares; 2023Q3: 13,267 shares; 2023Q4: 13,464 shares 13,464 $6.52M 2.88% +197 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 77,172 shares; 2023Q1: 86,073 shares; 2023Q2: 85,882 shares; 2023Q3: 96,092 shares; 2023Q4: 103,640 shares 103,640 $5.85M 2.58% +7,548 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 35,180 shares; 2023Q1: 36,788 shares; 2023Q2: 40,289 shares; 2023Q3: 42,553 shares; 2023Q4: 42,333 shares 42,333 $5.29M 2.34% -220 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 25,092 shares; 2023Q1: 26,110 shares; 2023Q2: 26,652 shares; 2023Q3: 30,038 shares; 2023Q4: 31,048 shares 31,048 $4.9M 2.16% +1,010 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 93,013 shares; 2023Q1: 88,347 shares; 2023Q2: 84,272 shares; 2023Q3: 85,194 shares; 2023Q4: 80,134 shares 80,134 $4.09M 1.81% -5,060 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 26,374 shares; 2023Q1: 27,233 shares; 2023Q2: 28,109 shares; 2023Q3: 27,921 shares; 2023Q4: 27,771 shares 27,771 $3.88M 1.71% -150 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 88,565 shares; 2023Q1: 93,020 shares; 2023Q2: 94,031 shares; 2023Q3: 97,193 shares; 2023Q4: 100,767 shares 100,767 $3.72M 1.65% +3,574 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 15,626 shares; 2023Q1: 15,899 shares; 2023Q2: 16,875 shares; 2023Q3: 17,494 shares; 2023Q4: 17,455 shares 17,455 $3.72M 1.65% -39 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 23,753 shares; 2023Q1: 26,892 shares; 2023Q2: 29,056 shares; 2023Q3: 30,450 shares; 2023Q4: 31,136 shares 31,136 $3.48M 1.54% +686 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 22,404 shares; 2023Q1: 22,469 shares; 2023Q2: 22,511 shares; 2023Q3: 22,361 shares; 2023Q4: 21,804 shares 21,804 $3.42M 1.51% -557 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 20,163 shares; 2023Q1: 19,769 shares; 2023Q2: 19,449 shares; 2023Q3: 19,866 shares; 2023Q4: 20,004 shares 20,004 $3.29M 1.45% +138 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 39,368 shares; 2023Q1: 39,563 shares; 2023Q2: 39,516 shares; 2023Q3: 41,177 shares; 2023Q4: 42,384 shares 42,384 $3.19M 1.41% +1,207 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 60,025 shares; 2023Q1: 59,930 shares; 2023Q2: 58,246 shares; 2023Q3: 60,533 shares; 2023Q4: 65,148 shares 65,148 $3.08M 1.36% +4,615 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 10,450 shares; 2023Q1: 10,463 shares; 2023Q2: 11,078 shares; 2023Q3: 11,239 shares; 2023Q4: 11,684 shares 11,684 $2.93M 1.29% +445 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 9,743 shares; 2023Q1: 9,666 shares; 2023Q2: 9,785 shares; 2023Q3: 9,822 shares; 2023Q4: 9,765 shares 9,765 $2.9M 1.28% -57 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 11,481 shares; 2023Q1: 11,519 shares; 2023Q2: 11,820 shares; 2023Q3: 11,896 shares; 2023Q4: 12,093 shares 12,093 $2.81M 1.24% +197 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,703 shares; 2023Q1: 5,307 shares; 2023Q2: 6,033 shares; 2023Q3: 5,930 shares; 2023Q4: 5,623 shares 5,623 $2.69M 1.19% -307 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 16,070 shares; 2023Q1: 15,688 shares; 2023Q2: 17,690 shares; 2023Q3: 17,690 shares; 2023Q4: 17,569 shares 17,569 $2.67M 1.18% -121 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 13,502 shares; 2023Q1: 13,382 shares; 2023Q2: 14,134 shares; 2023Q3: 15,302 shares; 2023Q4: 15,375 shares 15,375 $2.62M 1.16% +73 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 29,635 shares; 2023Q1: 30,434 shares; 2023Q2: 30,739 shares; 2023Q3: 32,194 shares; 2023Q4: 32,871 shares 32,871 $2.56M 1.13% +677 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,831 shares; 2023Q1: 4,169 shares; 2023Q2: 4,326 shares; 2023Q3: 4,500 shares; 2023Q4: 5,068 shares 5,068 $2.21M 0.98% +568 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 15,961 shares; 2023Q1: 16,050 shares; 2023Q2: 15,466 shares; 2023Q3: 15,468 shares; 2023Q4: 15,069 shares 15,069 $2.21M 0.98% -399 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 8,675 shares; 2023Q1: 8,667 shares; 2023Q2: 8,716 shares; 2023Q3: 8,754 shares; 2023Q4: 8,943 shares 8,943 $2.12M 0.94% +189 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,061 shares; 2023Q1: 5,061 shares; 2023Q2: 5,061 shares; 2023Q3: 4,966 shares; 2023Q4: 4,967 shares 4,967 $2.12M 0.94% +1 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,700 shares; 2023Q1: 2,708 shares; 2023Q2: 2,709 shares; 2023Q3: 2,709 shares; 2023Q4: 2,693 shares 2,693 $1.78M 0.79% -16 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,030 shares; 2023Q1: 3,030 shares; 2023Q2: 3,027 shares; 2023Q3: 3,027 shares; 2023Q4: 2,977 shares 2,977 $1.74M 0.77% -50 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 20,021 shares; 2023Q1: 19,971 shares; 2023Q2: 19,807 shares; 2023Q3: 20,393 shares; 2023Q4: 20,327 shares 20,327 $1.69M 0.75% -66 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 17,714 shares; 2023Q1: 20,795 shares; 2023Q2: 20,702 shares; 2023Q3: 21,192 shares; 2023Q4: 21,536 shares 21,536 $1.64M 0.72% +344 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 23,275 shares; 2023Q1: 24,607 shares; 2023Q2: 24,863 shares; 2023Q3: 24,967 shares; 2023Q4: 27,226 shares 27,226 $1.53M 0.68% +2,259 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 6,199 shares; 2023Q1: 6,133 shares; 2023Q2: 6,158 shares; 2023Q3: 6,152 shares; 2023Q4: 6,085 shares 6,085 $1.51M 0.67% -67 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 6,643 shares; 2023Q2: 6,169 shares; 2023Q3: 6,169 shares; 2023Q4: 6,169 shares 6,169 $1.5M 0.66% 0 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 48,234 shares; 2023Q1: 50,593 shares; 2023Q2: 51,768 shares; 2023Q3: 53,525 shares; 2023Q4: 57,961 shares 57,961 $1.44M 0.63% +4,436 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,035 shares; 2023Q1: 5,384 shares; 2023Q2: 3,192 shares; 2023Q3: 3,297 shares; 2023Q4: 3,446 shares 3,446 $1.41M 0.62% +149 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 6,709 shares; 2023Q1: 7,124 shares; 2023Q2: 8,024 shares; 2023Q3: 8,533 shares; 2023Q4: 9,218 shares 9,218 $1.38M 0.61% +685 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 23,568 shares; 2023Q1: 25,434 shares; 2023Q2: 26,203 shares; 2023Q3: 27,543 shares; 2023Q4: 27,231 shares 27,231 $1.3M 0.58% -312 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,090 shares; 2023Q1: 7,090 shares; 2023Q2: 7,410 shares; 2023Q3: 7,411 shares; 2023Q4: 7,661 shares 7,661 $1.3M 0.57% +250 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,755 shares; 2023Q1: 1,755 shares; 2023Q2: 2,535 shares; 2023Q3: 2,419 shares; 2023Q4: 2,626 shares 2,626 $1.3M 0.57% +207 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 34,670 shares; 2023Q1: 37,309 shares; 2023Q2: 38,342 shares; 2023Q3: 39,518 shares; 2023Q4: 34,062 shares 34,062 $1.28M 0.57% -5,456 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 23,329 shares; 2023Q1: 23,642 shares; 2023Q2: 25,900 shares; 2023Q3: 24,988 shares; 2023Q4: 24,919 shares 24,919 $1.26M 0.56% -69 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,630 shares; 2023Q1: 4,414 shares; 2023Q2: 4,816 shares; 2023Q3: 4,816 shares; 2023Q4: 4,706 shares 4,706 $1.23M 0.54% -110 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 8,545 shares; 2023Q1: 8,545 shares; 2023Q2: 9,045 shares; 2023Q3: 8,892 shares; 2023Q4: 8,638 shares 8,638 $1.22M 0.54% -254 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,355 shares; 2023Q1: 2,479 shares; 2023Q2: 3,160 shares; 2023Q3: 3,162 shares; 2023Q4: 3,363 shares 3,363 $1.17M 0.51% +201 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 10,615 shares; 2023Q1: 10,856 shares; 2023Q2: 10,754 shares; 2023Q3: 10,786 shares; 2023Q4: 10,759 shares 10,759 $1.16M 0.51% -27 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 8,808 shares; 2023Q1: 8,815 shares; 2023Q2: 6,820 shares; 2023Q3: 6,821 shares; 2023Q4: 6,762 shares 6,762 $1.15M 0.51% -59 Timeline QQQM 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 4,284 shares; 2023Q3: 5,902 shares; 2023Q4: 6,816 shares 6,816 $1.15M 0.51% +914 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 14,980 shares; 2023Q1: 14,709 shares; 2023Q2: 14,706 shares; 2023Q3: 14,706 shares; 2023Q4: 14,445 shares 14,445 $1.14M 0.51% -261 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,094 shares; 2023Q1: 4,279 shares; 2023Q2: 4,247 shares; 2023Q3: 4,164 shares; 2023Q4: 4,108 shares 4,108 $1.14M 0.5% -56 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,086 shares; 2023Q1: 2,239 shares; 2023Q2: 2,939 shares; 2023Q3: 2,939 shares; 2023Q4: 2,982 shares 2,982 $1.06M 0.47% +43 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,095 shares; 2023Q1: 4,855 shares; 2023Q2: 4,656 shares; 2023Q3: 4,704 shares; 2023Q4: 4,655 shares 4,655 $1.05M 0.46% -49 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,290 shares; 2023Q1: 5,424 shares; 2023Q2: 6,637 shares; 2023Q3: 6,650 shares; 2023Q4: 6,664 shares 6,664 $1.03M 0.46% +14 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 21,356 shares; 2023Q1: 24,171 shares; 2023Q2: 25,526 shares; 2023Q3: 25,870 shares; 2023Q4: 24,799 shares 24,799 $1.02M 0.45% -1,071 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,999 shares; 2023Q1: 5,945 shares; 2023Q2: 6,348 shares; 2023Q3: 6,346 shares; 2023Q4: 6,447 shares 6,447 $1.02M 0.45% +101 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 11,739 shares; 2023Q1: 11,403 shares; 2023Q2: 11,177 shares; 2023Q3: 11,064 shares; 2023Q4: 11,344 shares 11,344 $951K 0.42% +280 Timeline LDP COHEN & STEERS LTD DURATION More: the full row for COHEN & STEERS LTD DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 85,465 shares; 2023Q1: 83,988 shares; 2023Q2: 54,019 shares; 2023Q3: 54,222 shares; 2023Q4: 49,793 shares 49,793 $918K 0.41% -4,429 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,525 shares; 2023Q1: 3,528 shares; 2023Q2: 3,532 shares; 2023Q3: 3,610 shares; 2023Q4: 3,872 shares 3,872 $845K 0.37% +262 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,597 shares; 2023Q1: 2,602 shares; 2023Q2: 2,602 shares; 2023Q3: 2,602 shares; 2023Q4: 2,602 shares 2,602 $809K 0.36% 0 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,578 shares; 2023Q1: 7,786 shares; 2023Q2: 6,938 shares; 2023Q3: 7,426 shares; 2023Q4: 10,389 shares 10,389 $793K 0.35% +2,963 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,553 shares; 2023Q1: 1,595 shares; 2023Q2: 1,735 shares; 2023Q3: 1,724 shares; 2023Q4: 1,724 shares 1,724 $782K 0.35% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 9,430 shares; 2023Q1: 9,065 shares; 2023Q2: 8,949 shares; 2023Q3: 8,756 shares; 2023Q4: 7,765 shares 7,765 $776K 0.34% -991 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,339 shares; 2023Q1: 5,271 shares; 2023Q2: 5,152 shares; 2023Q3: 5,072 shares; 2023Q4: 4,933 shares 4,933 $715K 0.32% -139 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 3,559 shares; 2023Q3: 3,361 shares; 2023Q4: 3,361 shares 3,361 $715K 0.32% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 8,426 shares; 2023Q1: 8,701 shares; 2023Q2: 7,063 shares; 2023Q3: 7,427 shares; 2023Q4: 8,224 shares 8,224 $692K 0.31% +797 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 16,636 shares; 2023Q1: 17,844 shares; 2023Q2: 17,326 shares; 2023Q3: 17,249 shares; 2023Q4: 16,932 shares 16,932 $683K 0.3% -317 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 28,224 shares; 2023Q1: 27,647 shares; 2023Q2: 23,769 shares; 2023Q3: 23,782 shares; 2023Q4: 21,641 shares 21,641 $675K 0.3% -2,141 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,271 shares; 2023Q1: 3,274 shares; 2023Q2: 3,477 shares; 2023Q3: 3,477 shares; 2023Q4: 3,477 shares 3,477 $669K 0.3% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,752 shares; 2023Q1: 4,004 shares; 2023Q2: 4,050 shares; 2023Q3: 4,055 shares; 2023Q4: 4,079 shares 4,079 $667K 0.29% +24 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,522 shares; 2023Q1: 7,261 shares; 2023Q2: 6,295 shares; 2023Q3: 6,295 shares; 2023Q4: 6,095 shares 6,095 $664K 0.29% -200 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,207 shares; 2023Q1: 4,208 shares; 2023Q2: 4,459 shares; 2023Q3: 4,468 shares; 2023Q4: 4,368 shares 4,368 $651K 0.29% -100 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 8,527 shares; 2023Q1: 8,782 shares; 2023Q2: 8,795 shares; 2023Q3: 9,019 shares; 2023Q4: 8,951 shares 8,951 $628K 0.28% -68 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 32,110 shares; 2023Q1: 31,383 shares; 2023Q2: 30,412 shares; 2023Q3: 30,412 shares; 2023Q4: 31,637 shares 31,637 $625K 0.28% +1,225 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 13,147 shares; 2023Q1: 13,923 shares; 2023Q2: 12,781 shares; 2023Q3: 12,255 shares; 2023Q4: 11,903 shares 11,903 $598K 0.26% -352 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,276 shares; 2023Q1: 3,235 shares; 2023Q2: 1,955 shares; 2023Q3: 1,937 shares; 2023Q4: 1,938 shares 1,938 $573K 0.25% +1 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,631 shares 5,631 $557K 0.25% new 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 9,246 shares; 2023Q1: 9,038 shares; 2023Q2: 10,053 shares; 2023Q3: 10,058 shares; 2023Q4: 9,344 shares 9,344 $551K 0.24% -714 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,865 shares; 2023Q1: 3,923 shares; 2023Q2: 3,873 shares; 2023Q3: 3,800 shares; 2023Q4: 3,803 shares 3,803 $550K 0.24% +3 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,872 shares; 2023Q1: 2,694 shares; 2023Q2: 2,694 shares; 2023Q3: 2,588 shares; 2023Q4: 2,588 shares 2,588 $543K 0.24% 0 Timeline RSPF 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 8,976 shares; 2023Q1: 8,989 shares; 2023Q2: 8,989 shares; 2023Q3: 8,910 shares; 2023Q4: 8,746 shares 8,746 $513K 0.23% -164 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,398 shares; 2023Q1: 3,226 shares; 2023Q2: 3,141 shares; 2023Q3: 3,141 shares; 2023Q4: 3,141 shares 3,141 $509K 0.22% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 6,472 shares; 2023Q1: 6,474 shares; 2023Q2: 5,968 shares; 2023Q3: 5,772 shares; 2023Q4: 5,468 shares 5,468 $504K 0.22% -304 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 15,001 shares; 2023Q1: 15,519 shares; 2023Q2: 17,176 shares; 2023Q3: 17,734 shares; 2023Q4: 17,114 shares 17,114 $493K 0.22% -620 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,508 shares; 2023Q1: 4,816 shares; 2023Q2: 4,614 shares; 2023Q3: 4,821 shares; 2023Q4: 5,030 shares 5,030 $488K 0.22% +209 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,914 shares; 2023Q1: 5,914 shares; 2023Q2: 5,644 shares; 2023Q3: 6,260 shares; 2023Q4: 8,126 shares 8,126 $482K 0.21% +1,866 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,492 shares; 2023Q1: 1,544 shares; 2023Q2: 1,844 shares; 2023Q3: 1,844 shares; 2023Q4: 1,845 shares 1,845 $480K 0.21% +1 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 24,962 shares; 2023Q1: 24,962 shares; 2023Q2: 24,962 shares; 2023Q3: 24,962 shares; 2023Q4: 24,962 shares 24,962 $478K 0.21% 0 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 6,363 shares; 2023Q1: 6,392 shares; 2023Q2: 6,122 shares; 2023Q3: 6,399 shares; 2023Q4: 6,527 shares 6,527 $473K 0.21% +128 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,836 shares; 2023Q1: 4,664 shares; 2023Q2: 5,445 shares; 2023Q3: 5,332 shares; 2023Q4: 5,139 shares 5,139 $454K 0.2% -193 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,645 shares; 2023Q1: 4,491 shares; 2023Q2: 5,291 shares; 2023Q3: 5,263 shares; 2023Q4: 4,055 shares 4,055 $446K 0.2% -1,208 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,078 shares; 2023Q1: 3,078 shares; 2023Q2: 3,078 shares; 2023Q3: 3,078 shares; 2023Q4: 3,378 shares 3,378 $441K 0.2% +300 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,118 shares; 2023Q1: 5,152 shares; 2023Q2: 4,235 shares; 2023Q3: 4,990 shares; 2023Q4: 5,675 shares 5,675 $437K 0.19% +685 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,826 shares; 2023Q1: 4,984 shares; 2023Q2: 4,895 shares; 2023Q3: 4,907 shares; 2023Q4: 4,520 shares 4,520 $425K 0.19% -387 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 12,107 shares; 2023Q1: 11,280 shares; 2023Q2: 10,687 shares; 2023Q3: 10,729 shares; 2023Q4: 11,265 shares 11,265 $424K 0.19% +536 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,218 shares; 2023Q1: 5,150 shares; 2023Q2: 5,053 shares; 2023Q3: 5,059 shares; 2023Q4: 5,064 shares 5,064 $424K 0.19% +5 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,753 shares; 2023Q1: 7,914 shares; 2023Q2: 7,914 shares; 2023Q3: 7,914 shares; 2023Q4: 8,175 shares 8,175 $422K 0.19% +261 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,473 shares; 2023Q1: 1,440 shares; 2023Q2: 1,440 shares; 2023Q3: 1,958 shares; 2023Q4: 1,958 shares 1,958 $412K 0.18% 0 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 839 shares; 2023Q1: 839 shares; 2023Q2: 8,428 shares; 2023Q3: 8,428 shares; 2023Q4: 9,981 shares 9,981 $408K 0.18% +1,553 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 23,797 shares; 2023Q1: 23,495 shares; 2023Q2: 27,027 shares; 2023Q3: 26,344 shares; 2023Q4: 24,013 shares 24,013 $403K 0.18% -2,331 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,976 shares; 2023Q1: 1,976 shares; 2023Q2: 1,976 shares; 2023Q3: 1,976 shares; 2023Q4: 1,976 shares 1,976 $394K 0.17% 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,029 shares; 2023Q1: 996 shares; 2023Q2: 997 shares; 2023Q3: 999 shares; 2023Q4: 1,000 shares 1,000 $386K 0.17% +1 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,570 shares; 2023Q1: 1,570 shares; 2023Q2: 1,570 shares; 2023Q3: 1,570 shares; 2023Q4: 1,570 shares 1,570 $380K 0.17% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,200 shares; 2023Q1: 7,950 shares; 2023Q2: 7,950 shares; 2023Q3: 7,950 shares; 2023Q4: 10,902 shares 10,902 $378K 0.17% +2,952 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,998 shares; 2023Q1: 1,999 shares; 2023Q2: 1,999 shares; 2023Q3: 1,983 shares; 2023Q4: 1,984 shares 1,984 $357K 0.16% +1 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,138 shares; 2023Q1: 4,138 shares; 2023Q2: 3,884 shares; 2023Q3: 3,884 shares; 2023Q4: 3,884 shares 3,884 $350K 0.15% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,091 shares; 2023Q1: 1,091 shares; 2023Q2: 1,791 shares; 2023Q3: 1,793 shares; 2023Q4: 2,197 shares 2,197 $345K 0.15% +404 Timeline XBKNX BLACKROCK INVEST QLTY MUNI More: the full row for BLACKROCK INVEST QLTY MUNI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 18,765 shares; 2023Q1: 18,765 shares; 2023Q2: 18,092 shares; 2023Q3: 18,092 shares; 2023Q4: 28,984 shares 28,984 $344K 0.15% +10,892 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,561 shares; 2023Q1: 3,099 shares; 2023Q2: 3,749 shares; 2023Q3: 3,614 shares; 2023Q4: 3,804 shares 3,804 $343K 0.15% +190 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,770 shares; 2023Q1: 2,410 shares; 2023Q2: 2,601 shares; 2023Q3: 2,601 shares; 2023Q4: 2,739 shares 2,739 $343K 0.15% +138 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,058 shares; 2023Q1: 1,076 shares; 2023Q2: 2,415 shares; 2023Q3: 2,419 shares; 2023Q4: 3,097 shares 3,097 $343K 0.15% +678 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,471 shares; 2023Q1: 4,471 shares; 2023Q2: 4,021 shares; 2023Q3: 4,221 shares; 2023Q4: 4,058 shares 4,058 $334K 0.15% -163 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,883 shares; 2023Q1: 4,883 shares; 2023Q2: 4,883 shares; 2023Q3: 4,883 shares; 2023Q4: 4,576 shares 4,576 $331K 0.15% -307 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 839 shares; 2023Q1: 839 shares; 2023Q2: 839 shares; 2023Q3: 839 shares; 2023Q4: 839 shares 839 $328K 0.14% 0 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,464 shares; 2023Q1: 1,464 shares; 2023Q2: 1,464 shares; 2023Q3: 1,464 shares; 2023Q4: 1,475 shares 1,475 $325K 0.14% +11 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,806 shares; 2023Q1: 5,398 shares; 2023Q2: 5,314 shares; 2023Q3: 5,314 shares; 2023Q4: 5,314 shares 5,314 $323K 0.14% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,726 shares; 2023Q1: 3,375 shares; 2023Q2: 3,379 shares; 2023Q3: 3,243 shares; 2023Q4: 3,115 shares 3,115 $318K 0.14% -128 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,296 shares; 2023Q1: 1,296 shares; 2023Q2: 1,296 shares; 2023Q3: 1,266 shares; 2023Q4: 1,802 shares 1,802 $313K 0.14% +536 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,390 shares; 2023Q1: 4,390 shares; 2023Q2: 4,390 shares; 2023Q3: 4,350 shares; 2023Q4: 4,350 shares 4,350 $313K 0.14% 0 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,488 shares; 2023Q1: 3,488 shares; 2023Q2: 3,493 shares; 2023Q3: 3,493 shares; 2023Q4: 3,497 shares 3,497 $303K 0.13% +4 Timeline RSPT 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 649 shares; 2023Q1: 646 shares; 2023Q2: 943 shares; 2023Q3: 9,382 shares; 2023Q4: 9,259 shares 9,259 $302K 0.13% -123 Timeline AVADEL PHARMACEUTICALS, PLC AVADEL PHARMACEUTICALS, PLC More: the full row for AVADEL PHARMACEUTICALS, PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 21,000 shares; 2023Q1: 21,000 shares; 2023Q2: 21,000 shares; 2023Q3: 21,000 shares; 2023Q4: 21,000 shares 21,000 $297K 0.13% 0 NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,028 shares; 2023Q1: 3,028 shares; 2023Q2: 3,028 shares; 2023Q3: 3,028 shares; 2023Q4: 2,925 shares 2,925 $295K 0.13% -103 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 884 shares; 2023Q1: 954 shares; 2023Q2: 999 shares; 2023Q3: 964 shares; 2023Q4: 964 shares 964 $292K 0.13% 0 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 185 shares; 2023Q1: 185 shares; 2023Q2: 185 shares; 2023Q3: 185 shares; 2023Q4: 185 shares 185 $291K 0.13% 0 Timeline SANDY SPRING BANCORP INC SANDY SPRING BANCORP INC More: the full row for SANDY SPRING BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 8,825 shares; 2023Q1: 8,825 shares; 2023Q2: 9,325 shares; 2023Q3: 10,584 shares; 2023Q4: 10,587 shares 10,587 $288K 0.13% +3 DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,693 shares; 2023Q1: 2,693 shares; 2023Q2: 2,437 shares; 2023Q3: 2,445 shares; 2023Q4: 2,445 shares 2,445 $287K 0.13% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,283 shares; 2023Q1: 1,284 shares; 2023Q2: 1,284 shares; 2023Q3: 1,277 shares; 2023Q4: 1,277 shares 1,277 $280K 0.12% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,329 shares; 2023Q1: 3,338 shares; 2023Q2: 3,348 shares; 2023Q3: 3,357 shares; 2023Q4: 3,365 shares 3,365 $279K 0.12% +8 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,233 shares; 2023Q1: 1,153 shares; 2023Q2: 814 shares; 2023Q3: 814 shares; 2023Q4: 2,355 shares 2,355 $277K 0.12% +1,541 Timeline TORTOISE PWR & ENERGY INFRA… TORTOISE PWR & ENERGY INFRASTR More: the full row for TORTOISE PWR & ENERGY INFRASTR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 14,168 shares; 2023Q1: 15,560 shares; 2023Q2: 18,938 shares; 2023Q3: 19,231 shares; 2023Q4: 19,645 shares 19,645 $275K 0.12% +414 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,709 shares; 2023Q1: 3,426 shares; 2023Q2: 3,750 shares; 2023Q3: 3,750 shares; 2023Q4: 3,736 shares 3,736 $271K 0.12% -14 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 116 shares; 2023Q1: 116 shares; 2023Q2: 116 shares; 2023Q3: 116 shares; 2023Q4: 116 shares 116 $265K 0.12% 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,710 shares; 2023Q1: 1,712 shares; 2023Q2: 1,615 shares; 2023Q3: 1,834 shares; 2023Q4: 1,832 shares 1,832 $261K 0.12% -2 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,261 shares; 2023Q1: 2,270 shares; 2023Q2: 1,881 shares; 2023Q3: 1,890 shares; 2023Q4: 1,898 shares 1,898 $253K 0.11% +8 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,873 shares; 2023Q1: 2,873 shares; 2023Q2: 2,373 shares; 2023Q3: 2,373 shares; 2023Q4: 2,373 shares 2,373 $250K 0.11% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 868 shares; 2023Q1: 868 shares; 2023Q2: 868 shares; 2023Q3: 868 shares; 2023Q4: 868 shares 868 $250K 0.11% 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,019 shares; 2023Q1: 2,019 shares; 2023Q2: 2,019 shares; 2023Q3: 2,019 shares; 2023Q4: 3,252 shares 3,252 $244K 0.11% +1,233 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,792 shares; 2023Q1: 4,167 shares; 2023Q2: 4,168 shares; 2023Q3: 4,166 shares; 2023Q4: 4,166 shares 4,166 $239K 0.11% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,055 shares; 2023Q1: 5,291 shares; 2023Q2: 4,836 shares; 2023Q3: 4,666 shares; 2023Q4: 4,312 shares 4,312 $236K 0.1% -354 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 11,551 shares; 2023Q1: 10,582 shares; 2023Q2: 10,582 shares; 2023Q3: 9,648 shares; 2023Q4: 9,298 shares 9,298 $221K 0.1% -350 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 8,284 shares; 2023Q1: 8,284 shares; 2023Q2: 8,284 shares; 2023Q3: 8,284 shares; 2023Q4: 8,284 shares 8,284 $218K 0.1% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,263 shares; 2023Q1: 1,263 shares; 2023Q2: 1,513 shares; 2023Q3: 1,513 shares; 2023Q4: 1,263 shares 1,263 $215K 0.1% -250 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,725 shares; 2023Q1: 2,725 shares; 2023Q2: 2,701 shares; 2023Q3: 2,701 shares; 2023Q4: 2,332 shares 2,332 $212K 0.09% -369 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,945 shares; 2023Q1: 9,487 shares; 2023Q2: 9,487 shares; 2023Q3: 8,322 shares; 2023Q4: 8,322 shares 8,322 $211K 0.09% 0 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 3,334 shares; 2023Q3: 4,991 shares; 2023Q4: 4,991 shares 4,991 $211K 0.09% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 479 shares; 2023Q1: 449 shares; 2023Q2: 449 shares; 2023Q3: 449 shares; 2023Q4: 449 shares 449 $210K 0.09% 0 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 11,170 shares; 2023Q1: 11,170 shares; 2023Q2: 11,170 shares; 2023Q3: 11,170 shares; 2023Q4: 12,388 shares 12,388 $209K 0.09% +1,218 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,300 shares; 2023Q1: 2,302 shares; 2023Q2: 2,904 shares; 2023Q3: 2,906 shares; 2023Q4: 2,583 shares 2,583 $206K 0.09% -323 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,000 shares; 2023Q1: 3,000 shares; 2023Q2: 2,872 shares; 2023Q3: 2,823 shares; 2023Q4: 2,719 shares 2,719 $206K 0.09% -104 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,520 shares; 2023Q1: 2,521 shares; 2023Q2: 2,941 shares; 2023Q3: 2,915 shares; 2023Q4: 2,603 shares 2,603 $206K 0.09% -312 Timeline BLW BLACKROCK LTD DURATION INCOM More: the full row for BLACKROCK LTD DURATION INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 12,917 shares; 2023Q1: 12,917 shares; 2023Q2: 12,917 shares; 2023Q3: 13,434 shares; 2023Q4: 14,488 shares 14,488 $203K 0.09% +1,054 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 171 shares; 2023Q1: 172 shares; 2023Q2: 172 shares; 2023Q3: 181 shares; 2023Q4: 181 shares 181 $202K 0.09% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,791 shares; 2023Q1: 1,776 shares; 2023Q2: 1,776 shares; 2023Q3: 1,757 shares; 2023Q4: 1,578 shares 1,578 $201K 0.09% -179 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,842 shares; 2023Q1: 3,918 shares; 2023Q2: 4,147 shares; 2023Q3: 5,597 shares; 2023Q4: 5,387 shares 5,387 $199K 0.09% -210 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 692 shares; 2023Q1: 693 shares; 2023Q2: 494 shares; 2023Q3: 494 shares; 2023Q4: 494 shares 494 $198K 0.09% 0 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 6,716 shares; 2023Q1: 6,352 shares; 2023Q2: 6,435 shares; 2023Q3: 6,510 shares; 2023Q4: 6,663 shares 6,663 $192K 0.08% +153 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 4,491 shares; 2023Q4: 3,354 shares 3,354 $187K 0.08% -1,137 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,364 shares; 2023Q1: 1,359 shares; 2023Q2: 1,359 shares; 2023Q3: 1,360 shares; 2023Q4: 1,360 shares 1,360 $185K 0.08% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 289 shares; 2023Q1: 269 shares; 2023Q2: 419 shares; 2023Q3: 419 shares; 2023Q4: 377 shares 377 $184K 0.08% -42 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,136 shares; 2023Q1: 2,915 shares; 2023Q2: 2,721 shares; 2023Q3: 2,526 shares; 2023Q4: 2,530 shares 2,530 $182K 0.08% +4 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 700 shares; 2023Q1: 700 shares; 2023Q2: 700 shares; 2023Q3: 700 shares; 2023Q4: 700 shares 700 $182K 0.08% 0 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 46,594 shares; 2023Q1: 42,982 shares; 2023Q2: 41,352 shares; 2023Q3: 40,252 shares; 2023Q4: 15,864 shares 15,864 $182K 0.08% -24,388 Timeline RSPH 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 608 shares; 2023Q1: 608 shares; 2023Q2: 608 shares; 2023Q3: 6,080 shares; 2023Q4: 6,080 shares 6,080 $181K 0.08% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,150 shares; 2023Q1: 1,150 shares; 2023Q2: 1,025 shares; 2023Q3: 1,025 shares; 2023Q4: 1,025 shares 1,025 $178K 0.08% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,137 shares; 2023Q1: 4,137 shares; 2023Q2: 9,129 shares; 2023Q3: 9,119 shares; 2023Q4: 8,119 shares 8,119 $177K 0.08% -1,000 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 151 shares; 2023Q1: 142 shares; 2023Q2: 808 shares; 2023Q3: 368 shares; 2023Q4: 368 shares 368 $175K 0.08% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,513 shares; 2023Q1: 4,513 shares; 2023Q2: 860 shares; 2023Q3: 871 shares; 2023Q4: 871 shares 871 $175K 0.08% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,136 shares; 2023Q1: 5,136 shares; 2023Q2: 5,736 shares; 2023Q3: 5,290 shares; 2023Q4: 3,986 shares 3,986 $175K 0.08% -1,304 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,670 shares; 2023Q1: 2,670 shares; 2023Q2: 2,451 shares; 2023Q3: 2,311 shares; 2023Q4: 2,311 shares 2,311 $174K 0.08% 0 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,485 shares; 2023Q1: 3,485 shares; 2023Q2: 3,485 shares; 2023Q3: 3,485 shares; 2023Q4: 3,485 shares 3,485 $173K 0.08% 0 Timeline LAM RESEARCH CORP LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 19 shares; 2023Q1: 19 shares; 2023Q2: 219 shares; 2023Q3: 219 shares; 2023Q4: 219 shares 219 $172K 0.08% 0 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,358 shares; 2023Q1: 4,668 shares; 2023Q2: 3,720 shares; 2023Q3: 3,720 shares; 2023Q4: 3,296 shares 3,296 $169K 0.07% -424 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,696 shares; 2023Q1: 1,729 shares; 2023Q2: 1,729 shares; 2023Q3: 1,592 shares; 2023Q4: 1,697 shares 1,697 $168K 0.07% +105 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,081 shares; 2023Q1: 1,931 shares; 2023Q2: 1,931 shares; 2023Q3: 1,931 shares; 2023Q4: 1,857 shares 1,857 $166K 0.07% -74 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 301 shares; 2023Q1: 301 shares; 2023Q2: 616 shares; 2023Q3: 865 shares; 2023Q4: 937 shares 937 $164K 0.07% +72 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,442 shares; 2023Q1: 1,524 shares; 2023Q2: 1,340 shares; 2023Q3: 1,431 shares; 2023Q4: 1,434 shares 1,434 $163K 0.07% +3 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,165 shares; 2023Q1: 4,165 shares; 2023Q2: 5,421 shares; 2023Q3: 5,601 shares; 2023Q4: 5,601 shares 5,601 $161K 0.07% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 638 shares; 2023Q1: 626 shares; 2023Q2: 689 shares; 2023Q3: 689 shares; 2023Q4: 689 shares 689 $161K 0.07% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 655 shares; 2023Q1: 655 shares; 2023Q2: 655 shares; 2023Q3: 655 shares; 2023Q4: 1,665 shares 1,665 $159K 0.07% +1,010 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,095 shares; 2023Q1: 2,489 shares; 2023Q2: 2,499 shares; 2023Q3: 2,509 shares; 2023Q4: 2,520 shares 2,520 $158K 0.07% +11 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,030 shares; 2023Q1: 1,030 shares; 2023Q2: 867 shares; 2023Q3: 767 shares; 2023Q4: 819 shares 819 $156K 0.07% +52 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 691 shares; 2023Q1: 691 shares; 2023Q2: 691 shares; 2023Q3: 691 shares; 2023Q4: 691 shares 691 $156K 0.07% 0 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,022 shares; 2023Q1: 1,018 shares; 2023Q2: 1,008 shares; 2023Q3: 871 shares; 2023Q4: 860 shares 860 $154K 0.07% -11 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,848 shares 1,848 $152K 0.07% new Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,319 shares; 2023Q1: 3,678 shares; 2023Q2: 3,012 shares; 2023Q3: 3,065 shares; 2023Q4: 3,106 shares 3,106 $151K 0.07% +41 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,271 shares; 2023Q1: 8,194 shares; 2023Q2: 8,264 shares; 2023Q3: 8,331 shares; 2023Q4: 8,402 shares 8,402 $148K 0.07% +71 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 816 shares; 2023Q1: 816 shares; 2023Q2: 716 shares; 2023Q3: 1,432 shares; 2023Q4: 1,432 shares 1,432 $148K 0.07% 0 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,500 shares; 2023Q1: 1,500 shares; 2023Q2: 1,700 shares; 2023Q3: 1,700 shares; 2023Q4: 1,700 shares 1,700 $145K 0.06% 0 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 4,786 shares; 2023Q2: 4,786 shares; 2023Q3: 4,960 shares; 2023Q4: 4,960 shares 4,960 $143K 0.06% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,068 shares; 2023Q1: 2,068 shares; 2023Q2: 2,068 shares; 2023Q3: 2,068 shares; 2023Q4: 2,068 shares 2,068 $141K 0.06% 0 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 11,683 shares; 2023Q1: 11,454 shares; 2023Q2: 11,454 shares; 2023Q3: 11,454 shares; 2023Q4: 11,454 shares 11,454 $140K 0.06% 0 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,978 shares; 2023Q1: 2,978 shares; 2023Q2: 2,978 shares; 2023Q3: 2,978 shares; 2023Q4: 3,278 shares 3,278 $139K 0.06% +300 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,206 shares; 2023Q1: 1,213 shares; 2023Q2: 2,102 shares; 2023Q3: 2,114 shares; 2023Q4: 2,246 shares 2,246 $138K 0.06% +132 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,056 shares; 2023Q1: 4,056 shares; 2023Q2: 7,056 shares; 2023Q3: 7,056 shares; 2023Q4: 7,056 shares 7,056 $136K 0.06% 0 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 884 shares; 2023Q1: 884 shares; 2023Q2: 884 shares; 2023Q3: 884 shares; 2023Q4: 884 shares 884 $135K 0.06% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 450 shares; 2023Q1: 450 shares; 2023Q2: 450 shares; 2023Q3: 450 shares; 2023Q4: 450 shares 450 $135K 0.06% 0 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,465 shares; 2023Q1: 1,757 shares; 2023Q2: 1,757 shares; 2023Q3: 1,757 shares; 2023Q4: 1,757 shares 1,757 $131K 0.06% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,462 shares; 2023Q1: 3,666 shares; 2023Q2: 3,671 shares; 2023Q3: 3,703 shares; 2023Q4: 3,608 shares 3,608 $130K 0.06% -95 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 77 shares; 2023Q1: 77 shares; 2023Q2: 227 shares; 2023Q3: 183 shares; 2023Q4: 655 shares 655 $125K 0.06% +472 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 729 shares; 2023Q1: 734 shares; 2023Q2: 2,504 shares; 2023Q3: 2,510 shares; 2023Q4: 2,516 shares 2,516 $124K 0.05% +6 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,791 shares; 2023Q1: 4,805 shares; 2023Q2: 5,321 shares; 2023Q3: 5,312 shares; 2023Q4: 3,640 shares 3,640 $123K 0.05% -1,672 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 997 shares; 2023Q1: 1,064 shares; 2023Q2: 1,065 shares; 2023Q3: 1,073 shares; 2023Q4: 1,040 shares 1,040 $122K 0.05% -33 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 945 shares; 2023Q1: 945 shares; 2023Q2: 945 shares; 2023Q3: 945 shares; 2023Q4: 945 shares 945 $120K 0.05% 0 Timeline PGF 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 12,901 shares; 2023Q1: 12,901 shares; 2023Q2: 8,117 shares; 2023Q3: 8,117 shares; 2023Q4: 8,117 shares 8,117 $118K 0.05% 0 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 253 shares; 2023Q1: 254 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 201 shares 201 $116K 0.05% +1 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,578 shares; 2023Q1: 3,596 shares; 2023Q2: 3,616 shares; 2023Q3: 3,617 shares; 2023Q4: 1,786 shares 1,786 $115K 0.05% -1,831 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,172 shares; 2023Q1: 1,172 shares; 2023Q2: 1,172 shares; 2023Q3: 1,172 shares; 2023Q4: 1,172 shares 1,172 $114K 0.05% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,720 shares; 2023Q1: 1,352 shares; 2023Q2: 1,352 shares; 2023Q3: 1,352 shares; 2023Q4: 1,366 shares 1,366 $111K 0.05% +14 Timeline IESC IES HOLDINGS INC More: the full row for IES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,500 shares; 2023Q1: 1,500 shares; 2023Q2: 1,500 shares; 2023Q3: 1,500 shares; 2023Q4: 1,400 shares 1,400 $111K 0.05% -100 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 847 shares; 2023Q1: 1,181 shares; 2023Q2: 1,061 shares; 2023Q3: 1,061 shares; 2023Q4: 1,061 shares 1,061 $109K 0.05% 0 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,263 shares; 2023Q1: 2,263 shares; 2023Q2: 2,263 shares; 2023Q3: 2,263 shares; 2023Q4: 2,263 shares 2,263 $108K 0.05% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 193 shares; 2023Q1: 275 shares; 2023Q2: 193 shares; 2023Q3: 1,633 shares; 2023Q4: 1,527 shares 1,527 $107K 0.05% -106 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 933 shares; 2023Q3: 933 shares; 2023Q4: 933 shares 933 $101K 0.04% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 928 shares; 2023Q1: 929 shares; 2023Q2: 929 shares; 2023Q3: 930 shares; 2023Q4: 696 shares 696 $99.3K 0.04% -234 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 185 shares; 2023Q1: 206 shares; 2023Q2: 186 shares; 2023Q3: 186 shares; 2023Q4: 186 shares 186 $98.2K 0.04% 0 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7 shares; 2023Q1: not reported; 2023Q2: 600 shares; 2023Q3: 600 shares; 2023Q4: 610 shares 610 $97.8K 0.04% +10 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,455 shares; 2023Q1: 1,455 shares; 2023Q2: 1,455 shares; 2023Q3: 1,455 shares; 2023Q4: 1,455 shares 1,455 $95.7K 0.04% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,073 shares; 2023Q1: 2,073 shares; 2023Q2: 499 shares; 2023Q3: 499 shares; 2023Q4: 499 shares 499 $95.4K 0.04% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 901 shares; 2023Q1: 901 shares; 2023Q2: 901 shares; 2023Q3: 901 shares; 2023Q4: 901 shares 901 $93.8K 0.04% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 552 shares; 2023Q1: 704 shares; 2023Q2: 704 shares; 2023Q3: 704 shares; 2023Q4: 700 shares 700 $91.6K 0.04% -4 Timeline CWI 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,383 shares; 2023Q1: 3,383 shares; 2023Q2: 3,383 shares; 2023Q3: 3,383 shares; 2023Q4: 3,383 shares 3,383 $91.5K 0.04% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 271 shares; 2023Q1: 471 shares; 2023Q2: 575 shares; 2023Q3: 580 shares; 2023Q4: 585 shares 585 $90.6K 0.04% +5 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,218 shares; 2023Q1: 1,207 shares; 2023Q2: 1,019 shares; 2023Q3: 1,019 shares; 2023Q4: 963 shares 963 $89.7K 0.04% -56 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,368 shares; 2023Q1: 1,576 shares; 2023Q2: 1,587 shares; 2023Q3: 1,615 shares; 2023Q4: 1,707 shares 1,707 $87.8K 0.04% +92 Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 450 shares; 2023Q1: 450 shares; 2023Q2: 450 shares; 2023Q3: 450 shares; 2023Q4: 450 shares 450 $87.5K 0.04% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 903 shares; 2023Q1: 928 shares; 2023Q2: 928 shares; 2023Q3: 928 shares; 2023Q4: 1,241 shares 1,241 $87.3K 0.04% +313 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 836 shares; 2023Q1: 836 shares; 2023Q2: 836 shares; 2023Q3: 836 shares; 2023Q4: 800 shares 800 $86.6K 0.04% -36 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,774 shares; 2023Q1: 1,774 shares; 2023Q2: 1,774 shares; 2023Q3: 1,774 shares; 2023Q4: 1,774 shares 1,774 $86K 0.04% 0 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,320 shares; 2023Q1: 1,320 shares; 2023Q2: 1,320 shares; 2023Q3: 1,320 shares; 2023Q4: 1,832 shares 1,832 $85.4K 0.04% +512 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 403 shares; 2023Q1: 403 shares; 2023Q2: 403 shares; 2023Q3: 264 shares; 2023Q4: 276 shares 276 $84.1K 0.04% +12 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 637 shares; 2023Q1: 637 shares; 2023Q2: 637 shares; 2023Q3: 2,440 shares; 2023Q4: 2,440 shares 2,440 $83K 0.04% 0 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,400 shares; 2023Q3: 1,400 shares; 2023Q4: 1,400 shares 1,400 $82.9K 0.04% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 483 shares; 2023Q1: 399 shares; 2023Q2: 399 shares; 2023Q3: 399 shares; 2023Q4: 608 shares 608 $82.6K 0.04% +209 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,395 shares; 2023Q1: 3,507 shares; 2023Q2: 3,637 shares; 2023Q3: 6,066 shares; 2023Q4: 8,374 shares 8,374 $82.1K 0.04% +2,308 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 675 shares; 2023Q1: 705 shares; 2023Q2: 675 shares; 2023Q3: 675 shares; 2023Q4: 675 shares 675 $82K 0.04% 0 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,430 shares; 2023Q1: 1,430 shares; 2023Q2: 1,430 shares; 2023Q3: 1,430 shares; 2023Q4: 1,430 shares 1,430 $81.7K 0.04% 0 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,259 shares; 2023Q1: 1,259 shares; 2023Q2: 895 shares; 2023Q3: 895 shares; 2023Q4: 1,844 shares 1,844 $81.6K 0.04% +949 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 201 shares; 2023Q1: 201 shares; 2023Q2: 201 shares; 2023Q3: 201 shares; 2023Q4: 201 shares 201 $81.5K 0.04% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 338 shares 338 $79.9K 0.04% new Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,716 shares; 2023Q1: 3,716 shares; 2023Q2: 3,211 shares; 2023Q3: 2,911 shares; 2023Q4: 2,905 shares 2,905 $78.7K 0.03% -6 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,060 shares; 2023Q1: 1,060 shares; 2023Q2: 1,060 shares; 2023Q3: 1,060 shares; 2023Q4: 1,060 shares 1,060 $77.8K 0.03% 0 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,761 shares; 2023Q1: 1,775 shares; 2023Q2: 1,792 shares; 2023Q3: 1,808 shares; 2023Q4: 1,825 shares 1,825 $77.6K 0.03% +17 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,191 shares; 2023Q1: 1,191 shares; 2023Q2: 1,191 shares; 2023Q3: 1,191 shares; 2023Q4: 1,191 shares 1,191 $77.6K 0.03% 0 Timeline MFA MFA FINL INC More: the full row for MFA FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,254 shares; 2023Q1: 2,320 shares; 2023Q2: 2,396 shares; 2023Q3: 4,636 shares; 2023Q4: 6,816 shares 6,816 $76.8K 0.03% +2,180 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 566 shares; 2023Q1: 613 shares; 2023Q2: 566 shares; 2023Q3: 566 shares; 2023Q4: 566 shares 566 $76.2K 0.03% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 742 shares; 2023Q1: 512 shares; 2023Q2: 513 shares; 2023Q3: 513 shares; 2023Q4: 667 shares 667 $76K 0.03% +154 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 319 shares; 2023Q1: 319 shares; 2023Q2: 919 shares; 2023Q3: 919 shares; 2023Q4: 919 shares 919 $75.8K 0.03% 0 Timeline JP MORGAN CHASE & CO JP MORGAN CHASE & CO More: the full row for JP MORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,364 shares; 2023Q1: 3,369 shares; 2023Q2: 3,269 shares; 2023Q3: 3,274 shares; 2023Q4: 2,929 shares 2,929 $74.3K 0.03% -345 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 167 shares; 2023Q1: 167 shares; 2023Q2: 167 shares; 2023Q3: 167 shares; 2023Q4: 167 shares 167 $73.6K 0.03% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 850 shares; 2023Q1: 850 shares; 2023Q2: 850 shares; 2023Q3: 850 shares; 2023Q4: 850 shares 850 $72.6K 0.03% 0 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 160 shares; 2023Q1: 160 shares; 2023Q2: 160 shares; 2023Q3: 160 shares; 2023Q4: 160 shares 160 $72.2K 0.03% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,088 shares; 2023Q1: 1,088 shares; 2023Q2: 1,088 shares; 2023Q3: 1,088 shares; 2023Q4: 1,088 shares 1,088 $70.8K 0.03% 0 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,180 shares; 2023Q1: 1,104 shares; 2023Q2: 1,107 shares; 2023Q3: 1,110 shares; 2023Q4: 1,114 shares 1,114 $70.5K 0.03% +4 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 289 shares; 2023Q1: 289 shares; 2023Q2: 289 shares; 2023Q3: 289 shares; 2023Q4: 289 shares 289 $70.5K 0.03% 0 Timeline JMUB 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,374 shares 1,374 $70K 0.03% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,743 shares; 2023Q1: 1,743 shares; 2023Q2: 1,743 shares; 2023Q3: 1,743 shares; 2023Q4: 1,720 shares 1,720 $69.2K 0.03% -23 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,405 shares; 2023Q4: 1,405 shares 1,405 $68.5K 0.03% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 928 shares; 2023Q1: 928 shares; 2023Q2: 928 shares; 2023Q3: 928 shares; 2023Q4: 928 shares 928 $67.9K 0.03% 0 Timeline PGX 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 6,565 shares; 2023Q1: 6,387 shares; 2023Q2: 6,387 shares; 2023Q3: 6,387 shares; 2023Q4: 5,832 shares 5,832 $66.9K 0.03% -555 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 517 shares; 2023Q1: 521 shares; 2023Q2: 527 shares; 2023Q3: 527 shares; 2023Q4: 527 shares 527 $66.8K 0.03% 0 Timeline SIRIUS XM HOLDINGS INC SIRIUS XM HOLDINGS INC More: the full row for SIRIUS XM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 12,061 shares; 2023Q1: 12,126 shares; 2023Q2: 12,208 shares; 2023Q3: 12,006 shares; 2023Q4: 12,174 shares 12,174 $66.6K 0.03% +168 ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 305 shares; 2023Q1: 305 shares; 2023Q2: 305 shares; 2023Q3: 305 shares; 2023Q4: 305 shares 305 $65K 0.03% 0 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 2,227 shares; 2023Q4: 2,227 shares 2,227 $64.7K 0.03% 0 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 323 shares; 2023Q1: 646 shares; 2023Q2: 646 shares; 2023Q3: 646 shares; 2023Q4: 646 shares 646 $64.1K 0.03% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,030 shares; 2023Q1: 1,030 shares; 2023Q2: 1,030 shares; 2023Q3: 1,030 shares; 2023Q4: 1,030 shares 1,030 $63.8K 0.03% 0 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 253 shares; 2023Q1: 253 shares; 2023Q2: 255 shares; 2023Q3: 256 shares; 2023Q4: 259 shares 259 $63.7K 0.03% +3 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,070 shares; 2023Q1: 2,070 shares; 2023Q2: 2,070 shares; 2023Q3: 2,070 shares; 2023Q4: 2,070 shares 2,070 $63.5K 0.03% 0 Timeline RSPU 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 570 shares; 2023Q1: 570 shares; 2023Q2: 570 shares; 2023Q3: 1,140 shares; 2023Q4: 1,140 shares 1,140 $62.2K 0.03% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,143 shares; 2023Q1: 1,157 shares; 2023Q2: 1,220 shares; 2023Q3: 1,220 shares; 2023Q4: 1,220 shares 1,220 $61.7K 0.03% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 416 shares; 2023Q1: 416 shares; 2023Q2: 416 shares; 2023Q3: 416 shares; 2023Q4: 416 shares 416 $61.2K 0.03% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,013 shares; 2023Q1: 4,155 shares; 2023Q2: 7,201 shares; 2023Q3: 7,250 shares; 2023Q4: 5,004 shares 5,004 $61K 0.03% -2,246 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,901 shares; 2023Q1: 2,738 shares; 2023Q2: 2,738 shares; 2023Q3: 2,796 shares; 2023Q4: 2,614 shares 2,614 $60.2K 0.03% -182 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 2,000 shares; 2023Q3: 2,000 shares; 2023Q4: 2,000 shares 2,000 $60.2K 0.03% 0 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 40 shares; 2023Q1: 40 shares; 2023Q2: 40 shares; 2023Q3: 40 shares; 2023Q4: 40 shares 40 $56.8K 0.03% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 400 shares; 2023Q1: 400 shares; 2023Q2: 400 shares; 2023Q3: 400 shares; 2023Q4: 400 shares 400 $56K 0.02% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 100 shares; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares 100 $55.5K 0.02% 0 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 500 shares; 2023Q1: 764 shares; 2023Q2: 764 shares; 2023Q3: 764 shares; 2023Q4: 764 shares 764 $55.3K 0.02% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 258 shares; 2023Q1: 258 shares; 2023Q2: 258 shares; 2023Q3: 258 shares; 2023Q4: 252 shares 252 $54.4K 0.02% -6 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 735 shares; 2023Q1: 738 shares; 2023Q2: 742 shares; 2023Q3: 577 shares; 2023Q4: 582 shares 582 $54.2K 0.02% +5 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 215 shares; 2023Q1: 215 shares; 2023Q2: 215 shares; 2023Q3: 215 shares; 2023Q4: 215 shares 215 $54.2K 0.02% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 253 shares; 2023Q1: 253 shares; 2023Q2: 184 shares; 2023Q3: 184 shares; 2023Q4: 175 shares 175 $52.4K 0.02% -9 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,279 shares; 2023Q1: 3,279 shares; 2023Q2: 3,279 shares; 2023Q3: 3,279 shares; 2023Q4: 3,279 shares 3,279 $52.2K 0.02% 0 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 200 shares 200 $51.9K 0.02% 0 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 575 shares; 2023Q1: 575 shares; 2023Q2: 575 shares; 2023Q3: 575 shares; 2023Q4: 575 shares 575 $51.6K 0.02% 0 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 530 shares; 2023Q1: 530 shares; 2023Q2: 530 shares; 2023Q3: 280 shares; 2023Q4: 280 shares 280 $51.3K 0.02% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 275 shares; 2023Q1: 278 shares; 2023Q2: 432 shares; 2023Q3: 438 shares; 2023Q4: 445 shares 445 $51.3K 0.02% +7 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 674 shares 674 $50.3K 0.02% new Timeline PIONEER NATURAL RESOURCES CO PIONEER NATURAL RESOURCES CO More: the full row for PIONEER NATURAL RESOURCES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 60 shares; 2023Q1: 165 shares; 2023Q2: 218 shares; 2023Q3: 219 shares; 2023Q4: 222 shares 222 $50K 0.02% +3 NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,213 shares; 2023Q1: 1,259 shares; 2023Q2: 1,300 shares; 2023Q3: 2,472 shares; 2023Q4: 2,573 shares 2,573 $49.8K 0.02% +101 Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 65 shares; 2023Q1: 65 shares; 2023Q2: 66 shares; 2023Q3: 61 shares; 2023Q4: 61 shares 61 $49.7K 0.02% 0 NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 730 shares; 2023Q1: 730 shares; 2023Q2: 730 shares; 2023Q3: 730 shares; 2023Q4: 730 shares 730 $49.6K 0.02% 0 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 452 shares; 2023Q1: 1,028 shares; 2023Q2: 1,028 shares; 2023Q3: 1,028 shares; 2023Q4: 1,028 shares 1,028 $49K 0.02% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,021 shares; 2023Q1: 1,021 shares; 2023Q2: 1,021 shares; 2023Q3: 1,021 shares; 2023Q4: 1,021 shares 1,021 $48.9K 0.02% 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 222 shares; 2023Q1: 222 shares; 2023Q2: 222 shares; 2023Q3: 222 shares; 2023Q4: 249 shares 249 $46.6K 0.02% +27 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,209 shares; 2023Q1: 1,209 shares; 2023Q2: 1,309 shares; 2023Q3: 1,309 shares; 2023Q4: 1,240 shares 1,240 $45.9K 0.02% -69 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5 shares; 2023Q1: 5 shares; 2023Q2: 5 shares; 2023Q3: 5 shares; 2023Q4: 175 shares 175 $45.8K 0.02% +170 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 334 shares; 2023Q1: 334 shares; 2023Q2: 334 shares; 2023Q3: 334 shares; 2023Q4: 334 shares 334 $45.8K 0.02% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,557 shares; 2023Q1: 1,557 shares; 2023Q2: 749 shares; 2023Q3: 749 shares; 2023Q4: 590 shares 590 $45.6K 0.02% -159 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 389 shares; 2023Q1: 389 shares; 2023Q2: 389 shares; 2023Q3: 389 shares; 2023Q4: 389 shares 389 $45.6K 0.02% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,265 shares; 2023Q1: 1,265 shares; 2023Q2: 1,265 shares; 2023Q3: 1,265 shares; 2023Q4: 1,265 shares 1,265 $45.6K 0.02% 0 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 309 shares; 2023Q3: 309 shares; 2023Q4: 309 shares 309 $45.5K 0.02% 0 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 655 shares; 2023Q1: 655 shares; 2023Q2: 655 shares; 2023Q3: 580 shares; 2023Q4: 580 shares 580 $45.3K 0.02% 0 Timeline VAC MARRIOTT VACATIONS WORLDWIDE More: the full row for MARRIOTT VACATIONS WORLDWIDE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 529 shares; 2023Q1: 529 shares; 2023Q2: 529 shares; 2023Q3: 533 shares; 2023Q4: 533 shares 533 $45.2K 0.02% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,963 shares; 2023Q1: 1,963 shares; 2023Q2: 1,963 shares; 2023Q3: 1,463 shares; 2023Q4: 1,147 shares 1,147 $44.8K 0.02% -316 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 300 shares; 2023Q1: 300 shares; 2023Q2: 310 shares; 2023Q3: 310 shares; 2023Q4: 310 shares 310 $44.3K 0.02% 0 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,597 shares; 2023Q1: 4,736 shares; 2023Q2: 4,736 shares; 2023Q3: 4,962 shares; 2023Q4: 4,977 shares 4,977 $43.3K 0.02% +15 Timeline MBND SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,818 shares; 2023Q1: 1,818 shares; 2023Q2: 1,724 shares; 2023Q3: 1,724 shares; 2023Q4: 1,567 shares 1,567 $43.1K 0.02% -157 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 510 shares; 2023Q1: 510 shares; 2023Q2: 510 shares; 2023Q3: 510 shares; 2023Q4: 510 shares 510 $42.5K 0.02% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 514 shares; 2023Q1: 534 shares; 2023Q2: 535 shares; 2023Q3: 543 shares; 2023Q4: 543 shares 543 $42.3K 0.02% 0 Timeline EGBN EAGLE BANCORPORATION INC More: the full row for EAGLE BANCORPORATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,188 shares; 2023Q1: 1,188 shares; 2023Q2: 1,488 shares; 2023Q3: 1,400 shares; 2023Q4: 1,400 shares 1,400 $42.2K 0.02% 0 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,270 shares; 2023Q1: 4,270 shares; 2023Q2: 4,270 shares; 2023Q3: 4,270 shares; 2023Q4: 4,270 shares 4,270 $42.2K 0.02% 0 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 11,519 shares; 2023Q1: 11,398 shares; 2023Q2: 4,569 shares; 2023Q3: 1,206 shares; 2023Q4: 803 shares 803 $41.9K 0.02% -403 Timeline YYY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,876 shares; 2023Q1: 1,876 shares; 2023Q2: 1,876 shares; 2023Q3: 2,501 shares; 2023Q4: 3,599 shares 3,599 $41.8K 0.02% +1,098 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 915 shares; 2023Q1: 915 shares; 2023Q2: 915 shares; 2023Q3: 915 shares; 2023Q4: 915 shares 915 $41.8K 0.02% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 788 shares; 2023Q1: 635 shares; 2023Q2: 1,190 shares; 2023Q3: 1,169 shares; 2023Q4: 381 shares 381 $41.7K 0.02% -788 Timeline KXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 700 shares; 2023Q1: 700 shares; 2023Q2: 700 shares; 2023Q3: 700 shares; 2023Q4: 700 shares 700 $41.5K 0.02% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 333 shares; 2023Q1: 209 shares; 2023Q2: 209 shares; 2023Q3: 555 shares; 2023Q4: 555 shares 555 $40.8K 0.02% 0 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 320 shares; 2023Q1: 320 shares; 2023Q2: 320 shares; 2023Q3: 320 shares; 2023Q4: 320 shares 320 $40.7K 0.02% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: 500 shares 500 $39.5K 0.02% 0 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 466 shares; 2023Q1: 466 shares; 2023Q2: 466 shares; 2023Q3: 466 shares; 2023Q4: 466 shares 466 $39.3K 0.02% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 968 shares; 2023Q1: 968 shares; 2023Q2: 790 shares; 2023Q3: 790 shares; 2023Q4: 790 shares 790 $39.3K 0.02% 0 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 311 shares; 2023Q1: 311 shares; 2023Q2: 285 shares; 2023Q3: 311 shares; 2023Q4: 311 shares 311 $38.7K 0.02% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 942 shares; 2023Q1: 942 shares; 2023Q2: 942 shares; 2023Q3: 942 shares; 2023Q4: 742 shares 742 $38.6K 0.02% -200 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 750 shares; 2023Q1: 750 shares; 2023Q2: 750 shares; 2023Q3: 750 shares; 2023Q4: 750 shares 750 $37.6K 0.02% 0 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 169 shares; 2023Q1: 169 shares; 2023Q2: 169 shares; 2023Q3: 169 shares; 2023Q4: 169 shares 169 $37.4K 0.02% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 337 shares; 2023Q2: 337 shares; 2023Q3: 337 shares; 2023Q4: 337 shares 337 $37.2K 0.02% 0 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 555 shares; 2023Q1: 560 shares; 2023Q2: 572 shares; 2023Q3: 576 shares; 2023Q4: 580 shares 580 $37K 0.02% +4 Timeline VRP 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,100 shares; 2023Q1: 2,100 shares; 2023Q2: 2,100 shares; 2023Q3: 2,100 shares; 2023Q4: 1,600 shares 1,600 $36.9K 0.02% -500 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 760 shares; 2023Q1: 748 shares; 2023Q2: 748 shares; 2023Q3: 748 shares; 2023Q4: 748 shares 748 $36.9K 0.02% 0 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,844 shares; 2023Q1: 2,906 shares; 2023Q2: 2,940 shares; 2023Q3: 2,976 shares; 2023Q4: 3,016 shares 3,016 $36.9K 0.02% +40 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 90 shares; 2023Q1: 90 shares; 2023Q2: 90 shares; 2023Q3: 90 shares; 2023Q4: 90 shares 90 $36.8K 0.02% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 339 shares; 2023Q1: 339 shares; 2023Q2: 339 shares; 2023Q3: 339 shares; 2023Q4: 339 shares 339 $36.8K 0.02% 0 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,218 shares; 2023Q1: 2,218 shares; 2023Q2: 2,218 shares; 2023Q3: 1,737 shares; 2023Q4: 1,737 shares 1,737 $36K 0.02% 0 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 265 shares; 2023Q1: 270 shares; 2023Q2: 270 shares; 2023Q3: 271 shares; 2023Q4: 270 shares 270 $35.7K 0.02% -1 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 443 shares; 2023Q1: 446 shares; 2023Q2: 448 shares; 2023Q3: 450 shares; 2023Q4: 451 shares 451 $34.5K 0.02% +1 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 992 shares; 2023Q1: 842 shares; 2023Q2: 461 shares; 2023Q3: 405 shares; 2023Q4: 366 shares 366 $34.4K 0.02% -39 Timeline FELV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,282 shares 1,282 $34.4K 0.02% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 258 shares; 2023Q1: 258 shares; 2023Q2: 258 shares; 2023Q3: 258 shares; 2023Q4: 258 shares 258 $33.8K 0.01% 0 Timeline DISCOVER FINL SVCS DISCOVER FINL SVCS More: the full row for DISCOVER FINL SVCS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: 300 shares 300 $33.7K 0.01% 0 ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,091 shares; 2023Q1: 1,102 shares; 2023Q2: 1,113 shares; 2023Q3: 1,123 shares; 2023Q4: 1,132 shares 1,132 $33.3K 0.01% +9 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 939 shares; 2023Q4: 939 shares 939 $33.2K 0.01% 0 Timeline ALV AUTOLIV INC More: the full row for AUTOLIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 300 shares; 2023Q1: 300 shares; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: 300 shares 300 $33.1K 0.01% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 406 shares; 2023Q1: 316 shares; 2023Q2: 316 shares; 2023Q3: 316 shares; 2023Q4: 316 shares 316 $33K 0.01% 0 Timeline DIM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 515 shares; 2023Q1: 519 shares; 2023Q2: 532 shares; 2023Q3: 535 shares; 2023Q4: 541 shares 541 $32.9K 0.01% +6 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 300 shares; 2023Q1: 300 shares; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: 300 shares 300 $32.7K 0.01% 0 Timeline FTS FORTIS INC More: the full row for FORTIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 779 shares; 2023Q2: 779 shares; 2023Q3: 779 shares; 2023Q4: 779 shares 779 $32K 0.01% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 661 shares; 2023Q1: 661 shares; 2023Q2: 271 shares; 2023Q3: 271 shares; 2023Q4: 271 shares 271 $31.4K 0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,388 shares; 2023Q1: 1,098 shares; 2023Q2: 882 shares; 2023Q3: 882 shares; 2023Q4: 882 shares 882 $31.2K 0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 581 shares; 2023Q2: 519 shares; 2023Q3: 463 shares; 2023Q4: 400 shares 400 $30.9K 0.01% -63 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 200 shares 200 $30.5K 0.01% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,960 shares; 2023Q1: 2,968 shares; 2023Q2: 876 shares; 2023Q3: 884 shares; 2023Q4: 643 shares 643 $30.2K 0.01% -241 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 348 shares; 2023Q1: 349 shares; 2023Q2: 350 shares; 2023Q3: 351 shares; 2023Q4: 352 shares 352 $30K 0.01% +1 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 850 shares; 2023Q1: 850 shares; 2023Q2: 850 shares; 2023Q3: 850 shares; 2023Q4: 850 shares 850 $29.6K 0.01% 0 Timeline KSS KOHLS CORP More: the full row for KOHLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 613 shares; 2023Q2: 831 shares; 2023Q3: 851 shares; 2023Q4: 1,019 shares 1,019 $29.2K 0.01% +168 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 110 shares; 2023Q1: 110 shares; 2023Q2: 110 shares; 2023Q3: 110 shares; 2023Q4: 277 shares 277 $28.6K 0.01% +167 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 125 shares; 2023Q1: 125 shares; 2023Q2: 125 shares; 2023Q3: 125 shares; 2023Q4: 125 shares 125 $27.8K 0.01% 0 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 591 shares; 2023Q1: 591 shares; 2023Q2: 591 shares; 2023Q3: 591 shares; 2023Q4: 591 shares 591 $27.6K 0.01% 0 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 580 shares; 2023Q1: 580 shares; 2023Q2: 580 shares; 2023Q3: 663 shares; 2023Q4: 663 shares 663 $26.6K 0.01% 0 Timeline SPHD 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 625 shares; 2023Q1: 625 shares; 2023Q2: 625 shares; 2023Q3: 625 shares; 2023Q4: 625 shares 625 $26.5K 0.01% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 204 shares; 2023Q1: 193 shares; 2023Q2: 243 shares; 2023Q3: 243 shares; 2023Q4: 243 shares 243 $26.4K 0.01% 0 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 190 shares; 2023Q1: 190 shares; 2023Q2: 190 shares; 2023Q3: 190 shares; 2023Q4: 190 shares 190 $26.3K 0.01% 0 Timeline CWH CAMPING WORLD HLDGS INC More: the full row for CAMPING WORLD HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 423 shares; 2023Q2: 636 shares; 2023Q3: 636 shares; 2023Q4: 1,000 shares 1,000 $26.3K 0.01% +364 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 200 shares; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 200 shares 200 $26K 0.01% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 227 shares; 2023Q1: 227 shares; 2023Q2: 227 shares; 2023Q3: 227 shares; 2023Q4: 190 shares 190 $25.9K 0.01% -37 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 218 shares; 2023Q1: 218 shares; 2023Q2: 218 shares; 2023Q3: 218 shares; 2023Q4: 218 shares 218 $25.5K 0.01% 0 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 67 shares; 2023Q1: 67 shares; 2023Q2: 67 shares; 2023Q3: 48 shares; 2023Q4: 48 shares 48 $25.5K 0.01% 0 Timeline NRK NUVEEN NY AMT FREE More: the full row for NUVEEN NY AMT FREE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,667 shares; 2023Q1: 2,667 shares; 2023Q2: 2,667 shares; 2023Q3: 2,400 shares; 2023Q4: 2,400 shares 2,400 $25.3K 0.01% 0 Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,070 shares; 2023Q1: 1,078 shares; 2023Q2: 1,084 shares; 2023Q3: 1,084 shares; 2023Q4: 1,095 shares 1,095 $24.9K 0.01% +11 Timeline EBF ENNIS INC More: the full row for ENNIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,070 shares; 2023Q1: 1,083 shares; 2023Q2: 1,097 shares; 2023Q3: 1,110 shares; 2023Q4: 1,122 shares 1,122 $24.6K 0.01% +12 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 140 shares; 2023Q1: 233 shares; 2023Q2: 192 shares; 2023Q3: 392 shares; 2023Q4: 428 shares 428 $24.6K 0.01% +36 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,670 shares; 2023Q4: 1,670 shares 1,670 $24.5K 0.01% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 200 shares; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 200 shares 200 $23.8K 0.01% 0 Timeline DWX 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 641 shares; 2023Q1: 644 shares; 2023Q2: 655 shares; 2023Q3: 663 shares; 2023Q4: 669 shares 669 $23.8K 0.01% +6 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,101 shares; 2023Q4: 1,102 shares 1,102 $23.7K 0.01% +1 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 270 shares; 2023Q1: 270 shares; 2023Q2: 270 shares; 2023Q3: 270 shares; 2023Q4: 573 shares 573 $23.7K 0.01% +303 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 75 shares; 2023Q1: 75 shares; 2023Q2: 75 shares; 2023Q3: 98 shares; 2023Q4: 98 shares 98 $23.6K 0.01% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 15 shares; 2023Q1: 15 shares; 2023Q2: 15 shares; 2023Q3: 15 shares; 2023Q4: 15 shares 15 $23.6K 0.01% 0 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,148 shares; 2023Q1: 1,148 shares; 2023Q2: 231 shares; 2023Q3: 231 shares; 2023Q4: 403 shares 403 $23.5K 0.01% +172 Timeline CCOI COGENT COMM HOLDINGS INC More: the full row for COGENT COMM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: 300 shares 300 $22.8K 0.01% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,291 shares; 2023Q1: 2,217 shares; 2023Q2: 627 shares; 2023Q3: 267 shares; 2023Q4: 207 shares 207 $22.3K 0.01% -60 Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,071 shares 1,071 $22.2K 0.01% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,780 shares; 2023Q1: 3,780 shares; 2023Q2: 4,594 shares; 2023Q3: 4,594 shares; 2023Q4: 1,594 shares 1,594 $22K 0.01% -3,000 Timeline RSPS 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 138 shares; 2023Q1: 138 shares; 2023Q2: 138 shares; 2023Q3: 690 shares; 2023Q4: 690 shares 690 $21.7K 0.01% 0 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 700 shares; 2023Q1: 754 shares; 2023Q2: 2,254 shares; 2023Q3: 2,254 shares; 2023Q4: 754 shares 754 $21.6K 0.01% -1,500 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 6 shares; 2023Q1: 6 shares; 2023Q2: 6 shares; 2023Q3: 6 shares; 2023Q4: 6 shares 6 $21.3K 0.01% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 45 shares; 2023Q1: 45 shares; 2023Q2: 45 shares; 2023Q3: 45 shares; 2023Q4: 45 shares 45 $21.2K 0.01% 0 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 169 shares; 2023Q1: 169 shares; 2023Q2: 183 shares; 2023Q3: 453 shares; 2023Q4: 492 shares 492 $21.1K 0.01% +39 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 152 shares; 2023Q1: 152 shares; 2023Q2: 152 shares; 2023Q3: 152 shares; 2023Q4: 152 shares 152 $21K 0.01% 0 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 331 shares; 2023Q1: 331 shares; 2023Q2: 200 shares; 2023Q3: 172 shares; 2023Q4: 172 shares 172 $20.9K 0.01% 0 Timeline JETS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,100 shares; 2023Q1: 1,100 shares; 2023Q2: 1,100 shares; 2023Q3: 1,100 shares; 2023Q4: 1,100 shares 1,100 $20.9K 0.01% 0 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 503 shares; 2023Q1: 503 shares; 2023Q2: 504 shares; 2023Q3: not reported; 2023Q4: 500 shares 500 $20.9K 0.01% new Timeline BCX BLACKROCK RES & COMMODITIES More: the full row for BLACKROCK RES & COMMODITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,346 shares; 2023Q1: 2,346 shares; 2023Q2: 2,346 shares; 2023Q3: 2,346 shares; 2023Q4: 2,346 shares 2,346 $20.8K 0.01% 0 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: 500 shares 500 $20.6K 0.01% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 72 shares; 2023Q1: 72 shares; 2023Q2: 72 shares; 2023Q3: 72 shares; 2023Q4: 72 shares 72 $20.6K 0.01% 0 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 27 shares; 2023Q1: 27 shares; 2023Q2: 27 shares; 2023Q3: 27 shares; 2023Q4: 27 shares 27 $20.4K 0.01% 0 Timeline SLVP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,000 shares; 2023Q1: 2,000 shares; 2023Q2: 2,000 shares; 2023Q3: 2,000 shares; 2023Q4: 2,000 shares 2,000 $20.4K 0.01% 0 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,650 shares; 2023Q1: 1,650 shares; 2023Q2: 1,650 shares; 2023Q3: 1,650 shares; 2023Q4: 1,650 shares 1,650 $20.2K 0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 305 shares; 2023Q1: 305 shares; 2023Q2: 305 shares; 2023Q3: 305 shares; 2023Q4: 305 shares 305 $20.2K 0.01% 0 Timeline EVN EATON VANCE MUN INCOME TR More: the full row for EATON VANCE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,035 shares; 2023Q1: 2,035 shares; 2023Q2: 2,035 shares; 2023Q3: 2,035 shares; 2023Q4: 2,035 shares 2,035 $20K 0.01% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 344 shares; 2023Q1: 344 shares; 2023Q2: 344 shares; 2023Q3: 344 shares; 2023Q4: 344 shares 344 $19.9K 0.01% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 235 shares; 2023Q2: 245 shares; 2023Q3: 245 shares; 2023Q4: 245 shares 245 $19.9K 0.01% 0 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,006 shares; 2023Q1: 2,006 shares; 2023Q2: 662 shares; 2023Q3: 662 shares; 2023Q4: 662 shares 662 $19.7K 0.01% 0 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,027 shares; 2023Q1: 1,027 shares; 2023Q2: 594 shares; 2023Q3: 594 shares; 2023Q4: 640 shares 640 $19.6K 0.01% +46 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 212 shares; 2023Q1: 212 shares; 2023Q2: 212 shares; 2023Q3: 212 shares; 2023Q4: 187 shares 187 $19.4K 0.01% -25 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 426 shares; 2023Q1: 426 shares; 2023Q2: 211 shares; 2023Q3: 211 shares; 2023Q4: 212 shares 212 $19.3K 0.01% +1 Timeline WALGREENS BOOTS ALLIANCE INC WALGREENS BOOTS ALLIANCE INC More: the full row for WALGREENS BOOTS ALLIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 200 shares; 2023Q1: 403 shares; 2023Q2: 409 shares; 2023Q3: 622 shares; 2023Q4: 735 shares 735 $19.2K 0.01% +113 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,118 shares; 2023Q1: 1,118 shares; 2023Q2: 1,118 shares; 2023Q3: 1,118 shares; 2023Q4: 1,118 shares 1,118 $19.2K 0.01% 0 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 1,607 shares; 2023Q2: 1,607 shares; 2023Q3: 1,607 shares; 2023Q4: 1,607 shares 1,607 $19K 0.01% 0 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 559 shares; 2023Q1: 559 shares; 2023Q2: 759 shares; 2023Q3: 600 shares; 2023Q4: 600 shares 600 $18.8K 0.01% 0 Timeline HIW HIGHWOODS PPTYS INC More: the full row for HIGHWOODS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 600 shares; 2023Q4: 814 shares 814 $18.7K 0.01% +214 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 98 shares; 2023Q1: 98 shares; 2023Q2: 98 shares; 2023Q3: 98 shares; 2023Q4: 98 shares 98 $18.7K 0.01% 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 49 shares; 2023Q1: 179 shares; 2023Q2: 49 shares; 2023Q3: 49 shares; 2023Q4: 49 shares 49 $18.5K 0.01% 0 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 533 shares; 2023Q1: 533 shares; 2023Q2: 533 shares; 2023Q3: 5 shares; 2023Q4: 1,171 shares 1,171 $18.2K 0.01% +1,166 Timeline ARISTA NETWORKS INC ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 152 shares; 2023Q1: 152 shares; 2023Q2: 152 shares; 2023Q3: 152 shares; 2023Q4: 77 shares 77 $18.1K 0.01% -75 DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 300 shares; 2023Q2: 320 shares; 2023Q3: 340 shares; 2023Q4: 391 shares 391 $17.7K 0.01% +51 Timeline EIM EATON VANCE MUN BD FD More: the full row for EATON VANCE MUN BD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,732 shares; 2023Q1: 1,732 shares; 2023Q2: 1,732 shares; 2023Q3: 1,732 shares; 2023Q4: 1,732 shares 1,732 $17.5K 0.01% 0 Timeline RYZ RYERSON HLDG CORP More: the full row for RYERSON HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 500 shares; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: 500 shares 500 $17.3K 0.01% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 114 shares; 2023Q1: 114 shares; 2023Q2: 1,114 shares; 2023Q3: 1,000 shares; 2023Q4: 1,000 shares 1,000 $17K 0.01% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 77 shares; 2023Q1: 77 shares; 2023Q2: 77 shares; 2023Q3: 78 shares; 2023Q4: 78 shares 78 $16.8K 0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 533 shares; 2023Q1: 533 shares; 2023Q2: 533 shares; 2023Q3: 533 shares; 2023Q4: 215 shares 215 $16.5K 0.01% -318 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 107 shares; 2023Q1: 107 shares; 2023Q2: 103 shares; 2023Q3: 103 shares; 2023Q4: 103 shares 103 $16.4K 0.01% 0 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 127 shares; 2023Q1: 127 shares; 2023Q2: 127 shares; 2023Q3: 127 shares; 2023Q4: 127 shares 127 $16.2K 0.01% 0 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 300 shares; 2023Q1: 300 shares; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: 300 shares 300 $16K 0.01% 0 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 500 shares; 2023Q1: 600 shares; 2023Q2: 600 shares; 2023Q3: 600 shares; 2023Q4: 600 shares 600 $15.8K 0.01% 0 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 431 shares 431 $15.7K 0.01% new Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 165 shares; 2023Q1: 165 shares; 2023Q2: 165 shares; 2023Q3: 165 shares; 2023Q4: 165 shares 165 $15.4K 0.01% 0 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 50 shares; 2023Q1: 50 shares; 2023Q2: 50 shares; 2023Q3: 50 shares; 2023Q4: 60 shares 60 $15.3K 0.01% +10 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 450 shares; 2023Q1: 450 shares; 2023Q2: 450 shares; 2023Q3: 450 shares; 2023Q4: 450 shares 450 $15K 0.01% 0 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 140 shares; 2023Q1: 140 shares; 2023Q2: 160 shares; 2023Q3: 160 shares; 2023Q4: 160 shares 160 $15K 0.01% 0 Timeline Cyber Security ETF Cyber Security ETF More: the full row for Cyber Security ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 248 shares; 2023Q1: 248 shares; 2023Q2: 248 shares; 2023Q3: 248 shares; 2023Q4: 248 shares 248 $15K 0.01% 0 FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 350 shares; 2023Q3: 350 shares; 2023Q4: 350 shares 350 $14.9K 0.01% 0 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 185 shares; 2023Q3: 185 shares; 2023Q4: 185 shares 185 $14.9K 0.01% 0 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 217 shares; 2023Q1: 657 shares; 2023Q2: 657 shares; 2023Q3: 657 shares; 2023Q4: 440 shares 440 $14.6K 0.01% -217 Timeline WIW WESTERN AST INFL LKD OPP & I More: the full row for WESTERN AST INFL LKD OPP & I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 8,815 shares; 2023Q1: 8,815 shares; 2023Q2: 7,340 shares; 2023Q3: 2,708 shares; 2023Q4: 1,670 shares 1,670 $14.5K 0.01% -1,038 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 15 shares; 2023Q1: 15 shares; 2023Q2: 15 shares; 2023Q3: 25 shares; 2023Q4: 25 shares 25 $14.3K 0.01% 0 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 637 shares; 2023Q1: 637 shares; 2023Q2: 637 shares; 2023Q3: 637 shares; 2023Q4: 637 shares 637 $14.1K 0.01% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 45 shares; 2023Q1: 45 shares; 2023Q2: 45 shares; 2023Q3: 45 shares; 2023Q4: 45 shares 45 $14K 0.01% 0 Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 100 shares 100 $13.7K 0.01% new Timeline BEYOND AIR INC BEYOND AIR INC More: the full row for BEYOND AIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,500 shares; 2023Q1: 3,500 shares; 2023Q2: 5,500 shares; 2023Q3: 5,500 shares; 2023Q4: 7,000 shares 7,000 $13.7K 0.01% +1,500 VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,010 shares; 2023Q1: 1,056 shares; 2023Q2: 1,156 shares; 2023Q3: 1,209 shares; 2023Q4: 1,265 shares 1,265 $13.7K 0.01% +56 Timeline KINIKSA PHARMACEUTICALS LTD KINIKSA PHARMACEUTICALS LTD More: the full row for KINIKSA PHARMACEUTICALS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 272 shares; 2023Q1: 452 shares; 2023Q2: 604 shares; 2023Q3: 780 shares; 2023Q4: 780 shares 780 $13.7K 0.01% 0 HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 176 shares; 2023Q1: 176 shares; 2023Q2: 176 shares; 2023Q3: 176 shares; 2023Q4: 176 shares 176 $13.6K 0.01% 0 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 678 shares; 2023Q1: 678 shares; 2023Q2: 678 shares; 2023Q3: 698 shares; 2023Q4: 698 shares 698 $13.6K 0.01% 0 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 40 shares; 2023Q1: 40 shares; 2023Q2: 40 shares; 2023Q3: 40 shares; 2023Q4: 40 shares 40 $13.5K 0.01% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 68 shares; 2023Q1: 68 shares; 2023Q2: 68 shares; 2023Q3: 68 shares; 2023Q4: 68 shares 68 $13.5K 0.01% 0 Timeline PICK ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 312 shares; 2023Q1: 312 shares; 2023Q2: 312 shares; 2023Q3: 312 shares; 2023Q4: 312 shares 312 $13.4K 0.01% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 70 shares; 2023Q1: 70 shares; 2023Q2: 70 shares; 2023Q3: 70 shares; 2023Q4: 70 shares 70 $13.3K 0.01% 0 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 51 shares; 2023Q1: 51 shares; 2023Q2: 51 shares; 2023Q3: 51 shares; 2023Q4: 51 shares 51 $13.2K 0.01% 0 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 155 shares; 2023Q1: 155 shares; 2023Q2: 155 shares; 2023Q3: 155 shares; 2023Q4: 155 shares 155 $12.9K 0.01% 0 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 50 shares; 2023Q1: 50 shares; 2023Q2: 50 shares; 2023Q3: 50 shares; 2023Q4: 50 shares 50 $12.9K 0.01% 0 Timeline UA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,570 shares; 2023Q1: 1,545 shares; 2023Q2: 1,545 shares; 2023Q3: 1,545 shares; 2023Q4: 1,545 shares 1,545 $12.9K 0.01% 0 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 130 shares; 2023Q1: 201 shares; 2023Q2: 212 shares; 2023Q3: 238 shares; 2023Q4: 227 shares 227 $12.7K 0.01% -11 Timeline TE CONNECTIVITY LTD TE CONNECTIVITY LTD More: the full row for TE CONNECTIVITY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 90 shares; 2023Q1: 90 shares; 2023Q2: 90 shares; 2023Q3: 90 shares; 2023Q4: 90 shares 90 $12.6K 0.01% 0 SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 550 shares; 2023Q1: 550 shares; 2023Q2: 550 shares; 2023Q3: 550 shares; 2023Q4: 550 shares 550 $12.5K 0.01% 0 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 67 shares; 2023Q1: 67 shares; 2023Q2: 67 shares; 2023Q3: 67 shares; 2023Q4: 67 shares 67 $12.5K 0.01% 0 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,411 shares; 2023Q1: 1,411 shares; 2023Q2: 1,411 shares; 2023Q3: 1,411 shares; 2023Q4: 850 shares 850 $12.4K 0.01% -561 Timeline VPL 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 341 shares; 2023Q1: 170 shares; 2023Q2: 170 shares; 2023Q3: 170 shares; 2023Q4: 170 shares 170 $12.2K 0.01% 0 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 191 shares; 2023Q1: 191 shares; 2023Q2: 191 shares; 2023Q3: 191 shares; 2023Q4: 191 shares 191 $12K 0.01% 0 Timeline PIO 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 300 shares; 2023Q1: 300 shares; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: 300 shares 300 $11.9K 0.01% 0 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 100 shares; 2023Q2: 101 shares; 2023Q3: 201 shares; 2023Q4: 205 shares 205 $11.6K 0.01% +4 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 22 shares; 2023Q1: 30 shares; 2023Q2: 30 shares; 2023Q3: 38 shares; 2023Q4: 43 shares 43 $11.5K 0.01% +5 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 40 shares; 2023Q1: 40 shares; 2023Q2: 50 shares; 2023Q3: 50 shares; 2023Q4: 50 shares 50 $11.5K 0.01% 0 Timeline MOO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 150 shares; 2023Q1: 150 shares; 2023Q2: 150 shares; 2023Q3: 150 shares; 2023Q4: 150 shares 150 $11.4K 0.01% 0 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 82 shares; 2023Q1: 82 shares; 2023Q2: 82 shares; 2023Q3: 82 shares; 2023Q4: 82 shares 82 $11.3K <0.01% 0 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,050 shares; 2023Q1: 4,050 shares; 2023Q2: 4,050 shares; 2023Q3: 4,050 shares; 2023Q4: 2,300 shares 2,300 $11.3K <0.01% -1,750 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 400 shares; 2023Q1: 400 shares; 2023Q2: 400 shares; 2023Q3: 200 shares; 2023Q4: 200 shares 200 $11.3K <0.01% 0 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 300 shares; 2023Q1: 300 shares; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: 300 shares 300 $11.1K <0.01% 0 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 50 shares; 2023Q1: 50 shares; 2023Q2: 50 shares; 2023Q3: 50 shares; 2023Q4: 50 shares 50 $11K <0.01% 0 WLKP WESTLAKE CHEM PARTNERS LP More: the full row for WESTLAKE CHEM PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 500 shares; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: 500 shares 500 $10.8K <0.01% 0 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 23 shares; 2023Q1: 23 shares; 2023Q2: 19 shares; 2023Q3: 19 shares; 2023Q4: 19 shares 19 $10.7K <0.01% 0 Timeline GMF 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 106 shares; 2023Q1: 106 shares; 2023Q2: 106 shares; 2023Q3: 106 shares; 2023Q4: 106 shares 106 $10.7K <0.01% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 20 shares 20 $10.3K <0.01% new Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 744 shares; 2023Q1: 344 shares; 2023Q2: 263 shares; 2023Q3: 263 shares; 2023Q4: 263 shares 263 $10.3K <0.01% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 143 shares; 2023Q1: 143 shares; 2023Q2: 143 shares; 2023Q3: 143 shares; 2023Q4: 143 shares 143 $10K <0.01% 0 Timeline PBW 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 486 shares; 2023Q1: 705 shares; 2023Q2: 705 shares; 2023Q3: 1,214 shares; 2023Q4: 334 shares 334 $9.93K <0.01% -880 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 100 shares 100 $9.83K <0.01% new Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 234 shares 234 $9.79K <0.01% new 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 276 shares; 2023Q1: 270 shares; 2023Q2: 270 shares; 2023Q3: 270 shares; 2023Q4: 270 shares 270 $9.7K <0.01% 0 Timeline James Hardie Industries PLC James Hardie Industries PLC More: the full row for James Hardie Industries PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 250 shares 250 $9.67K <0.01% new GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,334 shares; 2023Q1: 2,392 shares; 2023Q2: 2,450 shares; 2023Q3: 2,509 shares; 2023Q4: 2,570 shares 2,570 $9.66K <0.01% +61 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 55 shares; 2023Q1: 55 shares; 2023Q2: 55 shares; 2023Q3: 55 shares; 2023Q4: 55 shares 55 $9.57K <0.01% 0 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 300 shares 300 $9.56K <0.01% new Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 244 shares; 2023Q1: 244 shares; 2023Q2: 244 shares; 2023Q3: 244 shares; 2023Q4: 244 shares 244 $9.43K <0.01% 0 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 277 shares; 2023Q1: 277 shares; 2023Q2: 277 shares; 2023Q3: 277 shares; 2023Q4: 277 shares 277 $9.42K <0.01% 0 Timeline IDRV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 257 shares; 2023Q1: 257 shares; 2023Q2: 259 shares; 2023Q3: 259 shares; 2023Q4: 259 shares 259 $9.27K <0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,291 shares; 2023Q1: 2,153 shares; 2023Q2: 1,428 shares; 2023Q3: 1,223 shares; 2023Q4: 806 shares 806 $9.17K <0.01% -417 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 43 shares; 2023Q1: 75 shares; 2023Q2: 75 shares; 2023Q3: 75 shares; 2023Q4: 75 shares 75 $9.1K <0.01% 0 Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,081 shares; 2023Q1: 1,081 shares; 2023Q2: 1,081 shares; 2023Q3: 1,081 shares; 2023Q4: 1,081 shares 1,081 $8.97K <0.01% 0 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 212 shares; 2023Q1: 212 shares; 2023Q2: 212 shares; 2023Q3: 212 shares; 2023Q4: 212 shares 212 $8.95K <0.01% 0 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 161 shares; 2023Q2: 161 shares; 2023Q3: 161 shares; 2023Q4: 161 shares 161 $8.82K <0.01% 0 Timeline GNW GENWORTH FINL INC More: the full row for GENWORTH FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,315 shares; 2023Q1: 1,315 shares; 2023Q2: 1,315 shares; 2023Q3: 1,315 shares; 2023Q4: 1,315 shares 1,315 $8.79K <0.01% 0 Timeline PSEC PROSPECT CAP CORP More: the full row for PROSPECT CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,465 shares; 2023Q1: 1,465 shares; 2023Q2: 1,465 shares; 2023Q3: 1,465 shares; 2023Q4: 1,465 shares 1,465 $8.78K <0.01% 0 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 15 shares; 2023Q1: 15 shares; 2023Q2: 15 shares; 2023Q3: 15 shares; 2023Q4: 15 shares 15 $8.71K <0.01% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 107 shares; 2023Q1: 107 shares; 2023Q2: 107 shares; 2023Q3: 107 shares; 2023Q4: 107 shares 107 $8.6K <0.01% 0 Timeline BLACKROCK MUNI INC TR II BLACKROCK MUNI INC TR II More: the full row for BLACKROCK MUNI INC TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 800 shares; 2023Q1: 800 shares; 2023Q2: 800 shares; 2023Q3: 800 shares; 2023Q4: 800 shares 800 $8.54K <0.01% 0 EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 49 shares; 2023Q1: 49 shares; 2023Q2: 49 shares; 2023Q3: 49 shares; 2023Q4: 49 shares 49 $8.38K <0.01% 0 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 300 shares; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: 300 shares 300 $8.29K <0.01% 0 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 208 shares; 2023Q1: 208 shares; 2023Q2: 208 shares; 2023Q3: 208 shares; 2023Q4: 208 shares 208 $8.13K <0.01% 0 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 188 shares; 2023Q1: 188 shares; 2023Q2: 188 shares; 2023Q3: 188 shares; 2023Q4: 188 shares 188 $8.01K <0.01% 0 Timeline