AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 96,473 shares; 2023Q1: 96,169 shares; 2023Q2: 97,038 shares; 2023Q3: 96,430 shares; 2023Q4: 95,963 shares; 2024Q1: 94,786 shares 94,786 $16.3M 6.69% -1,177 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 32,526 shares; 2023Q1: 32,643 shares; 2023Q2: 32,106 shares; 2023Q3: 32,021 shares; 2023Q4: 31,429 shares; 2024Q1: 31,171 shares 31,171 $13.1M 5.4% -258 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 163,385 shares; 2023Q1: 163,049 shares; 2023Q2: 154,770 shares; 2023Q3: 156,063 shares; 2023Q4: 163,202 shares; 2024Q1: 164,981 shares 164,981 $10.1M 4.15% +1,779 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 19,364 shares; 2023Q1: 19,340 shares; 2023Q2: 20,390 shares; 2023Q3: 20,362 shares; 2023Q4: 20,077 shares; 2024Q1: 19,809 shares 19,809 $8.33M 3.43% -268 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 13,222 shares; 2023Q1: 13,435 shares; 2023Q2: 13,317 shares; 2023Q3: 13,267 shares; 2023Q4: 13,464 shares; 2024Q1: 13,424 shares 13,424 $7.04M 2.9% -40 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 77,172 shares; 2023Q1: 86,073 shares; 2023Q2: 85,882 shares; 2023Q3: 96,092 shares; 2023Q4: 103,640 shares; 2024Q1: 105,961 shares 105,961 $6.58M 2.71% +2,321 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 25,092 shares; 2023Q1: 26,110 shares; 2023Q2: 26,652 shares; 2023Q3: 30,038 shares; 2023Q4: 31,048 shares; 2024Q1: 32,658 shares 32,658 $5.53M 2.28% +1,610 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 35,180 shares; 2023Q1: 36,788 shares; 2023Q2: 40,289 shares; 2023Q3: 42,553 shares; 2023Q4: 42,333 shares; 2024Q1: 42,124 shares 42,124 $5.53M 2.28% -209 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 15,626 shares; 2023Q1: 15,899 shares; 2023Q2: 16,875 shares; 2023Q3: 17,494 shares; 2023Q4: 17,455 shares; 2024Q1: 18,377 shares 18,377 $4.2M 1.73% +922 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 26,374 shares; 2023Q1: 27,233 shares; 2023Q2: 28,109 shares; 2023Q3: 27,921 shares; 2023Q4: 27,771 shares; 2024Q1: 27,020 shares 27,020 $4.08M 1.68% -751 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 88,565 shares; 2023Q1: 93,020 shares; 2023Q2: 94,031 shares; 2023Q3: 97,193 shares; 2023Q4: 100,767 shares; 2024Q1: 102,433 shares 102,433 $4M 1.65% +1,666 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 93,013 shares; 2023Q1: 88,347 shares; 2023Q2: 84,272 shares; 2023Q3: 85,194 shares; 2023Q4: 80,134 shares; 2024Q1: 78,259 shares 78,259 $3.96M 1.63% -1,875 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 23,753 shares; 2023Q1: 26,892 shares; 2023Q2: 29,056 shares; 2023Q3: 30,450 shares; 2023Q4: 31,136 shares; 2024Q1: 30,667 shares 30,667 $3.71M 1.53% -469 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 20,163 shares; 2023Q1: 19,769 shares; 2023Q2: 19,449 shares; 2023Q3: 19,866 shares; 2023Q4: 20,004 shares; 2024Q1: 20,206 shares 20,206 $3.54M 1.46% +202 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 39,368 shares; 2023Q1: 39,563 shares; 2023Q2: 39,516 shares; 2023Q3: 41,177 shares; 2023Q4: 42,384 shares; 2024Q1: 42,264 shares 42,264 $3.44M 1.42% -120 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 22,404 shares; 2023Q1: 22,469 shares; 2023Q2: 22,511 shares; 2023Q3: 22,361 shares; 2023Q4: 21,804 shares; 2024Q1: 21,444 shares 21,444 $3.39M 1.4% -360 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 60,025 shares; 2023Q1: 59,930 shares; 2023Q2: 58,246 shares; 2023Q3: 60,533 shares; 2023Q4: 65,148 shares; 2024Q1: 64,981 shares 64,981 $3.2M 1.32% -167 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 10,450 shares; 2023Q1: 10,463 shares; 2023Q2: 11,078 shares; 2023Q3: 11,239 shares; 2023Q4: 11,684 shares; 2024Q1: 11,761 shares 11,761 $3.18M 1.31% +77 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 11,481 shares; 2023Q1: 11,519 shares; 2023Q2: 11,820 shares; 2023Q3: 11,896 shares; 2023Q4: 12,093 shares; 2024Q1: 12,644 shares 12,644 $3.16M 1.3% +551 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,703 shares; 2023Q1: 5,307 shares; 2023Q2: 6,033 shares; 2023Q3: 5,930 shares; 2023Q4: 5,623 shares; 2024Q1: 5,606 shares 5,606 $2.95M 1.21% -17 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 16,070 shares; 2023Q1: 15,688 shares; 2023Q2: 17,690 shares; 2023Q3: 17,690 shares; 2023Q4: 17,569 shares; 2024Q1: 16,294 shares 16,294 $2.94M 1.21% -1,275 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 29,635 shares; 2023Q1: 30,434 shares; 2023Q2: 30,739 shares; 2023Q3: 32,194 shares; 2023Q4: 32,871 shares; 2024Q1: 32,987 shares 32,987 $2.86M 1.18% +116 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 9,743 shares; 2023Q1: 9,666 shares; 2023Q2: 9,785 shares; 2023Q3: 9,822 shares; 2023Q4: 9,765 shares; 2024Q1: 9,997 shares 9,997 $2.82M 1.16% +232 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,831 shares; 2023Q1: 4,169 shares; 2023Q2: 4,326 shares; 2023Q3: 4,500 shares; 2023Q4: 5,068 shares; 2024Q1: 5,861 shares 5,861 $2.82M 1.16% +793 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 13,502 shares; 2023Q1: 13,382 shares; 2023Q2: 14,134 shares; 2023Q3: 15,302 shares; 2023Q4: 15,375 shares; 2024Q1: 15,362 shares 15,362 $2.81M 1.16% -13 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 15,961 shares; 2023Q1: 16,050 shares; 2023Q2: 15,466 shares; 2023Q3: 15,468 shares; 2023Q4: 15,069 shares; 2024Q1: 14,944 shares 14,944 $2.42M 1% -125 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,061 shares; 2023Q1: 5,061 shares; 2023Q2: 5,061 shares; 2023Q3: 4,966 shares; 2023Q4: 4,967 shares; 2024Q1: 4,921 shares 4,921 $2.37M 0.98% -46 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,030 shares; 2023Q1: 3,030 shares; 2023Q2: 3,027 shares; 2023Q3: 3,027 shares; 2023Q4: 2,977 shares; 2024Q1: 3,012 shares 3,012 $2.34M 0.96% +35 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 8,675 shares; 2023Q1: 8,667 shares; 2023Q2: 8,716 shares; 2023Q3: 8,754 shares; 2023Q4: 8,943 shares; 2024Q1: 8,868 shares 8,868 $2.3M 0.95% -75 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,755 shares; 2023Q1: 1,755 shares; 2023Q2: 2,535 shares; 2023Q3: 2,419 shares; 2023Q4: 2,626 shares; 2024Q1: 2,522 shares 2,522 $2.28M 0.94% -104 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,700 shares; 2023Q1: 2,708 shares; 2023Q2: 2,709 shares; 2023Q3: 2,709 shares; 2023Q4: 2,693 shares; 2024Q1: 2,681 shares 2,681 $1.96M 0.81% -12 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 20,021 shares; 2023Q1: 19,971 shares; 2023Q2: 19,807 shares; 2023Q3: 20,393 shares; 2023Q4: 20,327 shares; 2024Q1: 19,823 shares 19,823 $1.84M 0.76% -504 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 23,275 shares; 2023Q1: 24,607 shares; 2023Q2: 24,863 shares; 2023Q3: 24,967 shares; 2023Q4: 27,226 shares; 2024Q1: 28,816 shares 28,816 $1.69M 0.7% +1,590 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 17,714 shares; 2023Q1: 20,795 shares; 2023Q2: 20,702 shares; 2023Q3: 21,192 shares; 2023Q4: 21,536 shares; 2024Q1: 20,267 shares 20,267 $1.63M 0.67% -1,269 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,035 shares; 2023Q1: 5,384 shares; 2023Q2: 3,192 shares; 2023Q3: 3,297 shares; 2023Q4: 3,446 shares; 2024Q1: 3,466 shares 3,466 $1.54M 0.63% +20 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 6,709 shares; 2023Q1: 7,124 shares; 2023Q2: 8,024 shares; 2023Q3: 8,533 shares; 2023Q4: 9,218 shares; 2024Q1: 9,370 shares 9,370 $1.53M 0.63% +152 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 48,234 shares; 2023Q1: 50,593 shares; 2023Q2: 51,768 shares; 2023Q3: 53,525 shares; 2023Q4: 57,961 shares; 2024Q1: 58,560 shares 58,560 $1.48M 0.61% +599 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 6,643 shares; 2023Q2: 6,169 shares; 2023Q3: 6,169 shares; 2023Q4: 6,169 shares; 2024Q1: 5,585 shares 5,585 $1.45M 0.6% -584 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,086 shares; 2023Q1: 2,239 shares; 2023Q2: 2,939 shares; 2023Q3: 2,939 shares; 2023Q4: 2,982 shares; 2024Q1: 2,982 shares 2,982 $1.45M 0.6% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 34,670 shares; 2023Q1: 37,309 shares; 2023Q2: 38,342 shares; 2023Q3: 39,518 shares; 2023Q4: 34,062 shares; 2024Q1: 33,598 shares 33,598 $1.41M 0.58% -464 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,090 shares; 2023Q1: 7,090 shares; 2023Q2: 7,410 shares; 2023Q3: 7,411 shares; 2023Q4: 7,661 shares; 2024Q1: 7,603 shares 7,603 $1.33M 0.55% -58 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 23,568 shares; 2023Q1: 25,434 shares; 2023Q2: 26,203 shares; 2023Q3: 27,543 shares; 2023Q4: 27,231 shares; 2024Q1: 26,501 shares 26,501 $1.33M 0.55% -730 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 4,284 shares; 2023Q3: 5,902 shares; 2023Q4: 6,816 shares; 2024Q1: 7,155 shares 7,155 $1.31M 0.54% +339 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 8,808 shares; 2023Q1: 8,815 shares; 2023Q2: 6,820 shares; 2023Q3: 6,821 shares; 2023Q4: 6,762 shares; 2024Q1: 6,502 shares 6,502 $1.3M 0.54% -260 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 14,980 shares; 2023Q1: 14,709 shares; 2023Q2: 14,706 shares; 2023Q3: 14,706 shares; 2023Q4: 14,445 shares; 2024Q1: 14,230 shares 14,230 $1.3M 0.53% -215 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 8,545 shares; 2023Q1: 8,545 shares; 2023Q2: 9,045 shares; 2023Q3: 8,892 shares; 2023Q4: 8,638 shares; 2024Q1: 8,279 shares 8,279 $1.26M 0.52% -359 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,355 shares; 2023Q1: 2,479 shares; 2023Q2: 3,160 shares; 2023Q3: 3,162 shares; 2023Q4: 3,363 shares; 2024Q1: 3,281 shares 3,281 $1.26M 0.52% -82 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 23,329 shares; 2023Q1: 23,642 shares; 2023Q2: 25,900 shares; 2023Q3: 24,988 shares; 2023Q4: 24,919 shares; 2024Q1: 24,901 shares 24,901 $1.24M 0.51% -18 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,094 shares; 2023Q1: 4,279 shares; 2023Q2: 4,247 shares; 2023Q3: 4,164 shares; 2023Q4: 4,108 shares; 2024Q1: 20,205 shares 20,205 $1.23M 0.51% +16,097 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,290 shares; 2023Q1: 5,424 shares; 2023Q2: 6,637 shares; 2023Q3: 6,650 shares; 2023Q4: 6,664 shares; 2024Q1: 6,676 shares 6,676 $1.22M 0.5% +12 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,095 shares; 2023Q1: 4,855 shares; 2023Q2: 4,656 shares; 2023Q3: 4,704 shares; 2023Q4: 4,655 shares; 2024Q1: 4,655 shares 4,655 $1.17M 0.48% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,999 shares; 2023Q1: 5,945 shares; 2023Q2: 6,348 shares; 2023Q3: 6,346 shares; 2023Q4: 6,447 shares; 2024Q1: 19,433 shares 19,433 $1.17M 0.48% +12,986 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 10,615 shares; 2023Q1: 10,856 shares; 2023Q2: 10,754 shares; 2023Q3: 10,786 shares; 2023Q4: 10,759 shares; 2024Q1: 10,553 shares 10,553 $1.17M 0.48% -206 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 85,465 shares; 2023Q1: 83,988 shares; 2023Q2: 54,019 shares; 2023Q3: 54,222 shares; 2023Q4: 49,793 shares; 2024Q1: 54,323 shares 54,323 $1.09M 0.45% +4,530 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 6,199 shares; 2023Q1: 6,133 shares; 2023Q2: 6,158 shares; 2023Q3: 6,152 shares; 2023Q4: 6,085 shares; 2024Q1: 6,032 shares 6,032 $1.06M 0.44% -53 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 21,356 shares; 2023Q1: 24,171 shares; 2023Q2: 25,526 shares; 2023Q3: 25,870 shares; 2023Q4: 24,799 shares; 2024Q1: 24,635 shares 24,635 $1.03M 0.42% -164 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 11,739 shares; 2023Q1: 11,403 shares; 2023Q2: 11,177 shares; 2023Q3: 11,064 shares; 2023Q4: 11,344 shares; 2024Q1: 10,898 shares 10,898 $1.03M 0.42% -446 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,525 shares; 2023Q1: 3,528 shares; 2023Q2: 3,532 shares; 2023Q3: 3,610 shares; 2023Q4: 3,872 shares; 2024Q1: 3,875 shares 3,875 $929K 0.38% +3 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,630 shares; 2023Q1: 4,414 shares; 2023Q2: 4,816 shares; 2023Q3: 4,816 shares; 2023Q4: 4,706 shares; 2024Q1: 4,756 shares 4,756 $918K 0.38% +50 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 9,430 shares; 2023Q1: 9,065 shares; 2023Q2: 8,949 shares; 2023Q3: 8,756 shares; 2023Q4: 7,765 shares; 2024Q1: 7,793 shares 7,793 $906K 0.37% +28 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,597 shares; 2023Q1: 2,602 shares; 2023Q2: 2,602 shares; 2023Q3: 2,602 shares; 2023Q4: 2,602 shares; 2024Q1: 2,602 shares 2,602 $896K 0.37% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,578 shares; 2023Q1: 7,786 shares; 2023Q2: 6,938 shares; 2023Q3: 7,426 shares; 2023Q4: 10,389 shares; 2024Q1: 10,905 shares 10,905 $822K 0.34% +516 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 8,426 shares; 2023Q1: 8,701 shares; 2023Q2: 7,063 shares; 2023Q3: 7,427 shares; 2023Q4: 8,224 shares; 2024Q1: 8,227 shares 8,227 $802K 0.33% +3 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,522 shares; 2023Q1: 7,261 shares; 2023Q2: 6,295 shares; 2023Q3: 6,295 shares; 2023Q4: 6,095 shares; 2024Q1: 6,049 shares 6,049 $798K 0.33% -46 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,553 shares; 2023Q1: 1,595 shares; 2023Q2: 1,735 shares; 2023Q3: 1,724 shares; 2023Q4: 1,724 shares; 2024Q1: 1,724 shares 1,724 $784K 0.32% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,752 shares; 2023Q1: 4,004 shares; 2023Q2: 4,050 shares; 2023Q3: 4,055 shares; 2023Q4: 4,079 shares; 2024Q1: 4,077 shares 4,077 $779K 0.32% -2 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 16,636 shares; 2023Q1: 17,844 shares; 2023Q2: 17,326 shares; 2023Q3: 17,249 shares; 2023Q4: 16,932 shares; 2024Q1: 17,109 shares 17,109 $746K 0.31% +177 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 28,224 shares; 2023Q1: 27,647 shares; 2023Q2: 23,769 shares; 2023Q3: 23,782 shares; 2023Q4: 21,641 shares; 2024Q1: 22,954 shares 22,954 $740K 0.3% +1,313 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,339 shares; 2023Q1: 5,271 shares; 2023Q2: 5,152 shares; 2023Q3: 5,072 shares; 2023Q4: 4,933 shares; 2024Q1: 4,725 shares 4,725 $737K 0.3% -208 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 3,559 shares; 2023Q3: 3,361 shares; 2023Q4: 3,361 shares; 2024Q1: 3,124 shares 3,124 $728K 0.3% -237 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,271 shares; 2023Q1: 3,274 shares; 2023Q2: 3,477 shares; 2023Q3: 3,477 shares; 2023Q4: 3,477 shares; 2024Q1: 3,479 shares 3,479 $725K 0.3% +2 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,276 shares; 2023Q1: 3,235 shares; 2023Q2: 1,955 shares; 2023Q3: 1,937 shares; 2023Q4: 1,938 shares; 2024Q1: 1,939 shares 1,939 $711K 0.29% +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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,631 shares; 2024Q1: 7,466 shares 7,466 $706K 0.29% +1,835 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 32,110 shares; 2023Q1: 31,383 shares; 2023Q2: 30,412 shares; 2023Q3: 30,412 shares; 2023Q4: 31,637 shares; 2024Q1: 31,747 shares 31,747 $674K 0.28% +110 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,398 shares; 2023Q1: 3,226 shares; 2023Q2: 3,141 shares; 2023Q3: 3,141 shares; 2023Q4: 3,141 shares; 2024Q1: 3,161 shares 3,161 $652K 0.27% +20 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,865 shares; 2023Q1: 3,923 shares; 2023Q2: 3,873 shares; 2023Q3: 3,800 shares; 2023Q4: 3,803 shares; 2024Q1: 3,816 shares 3,816 $646K 0.27% +13 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 8,527 shares; 2023Q1: 8,782 shares; 2023Q2: 8,795 shares; 2023Q3: 9,019 shares; 2023Q4: 8,951 shares; 2024Q1: 8,953 shares 8,953 $642K 0.26% +2 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,058 shares; 2023Q1: 1,076 shares; 2023Q2: 2,415 shares; 2023Q3: 2,419 shares; 2023Q4: 3,097 shares; 2024Q1: 5,401 shares 5,401 $588K 0.24% +2,304 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,207 shares; 2023Q1: 4,208 shares; 2023Q2: 4,459 shares; 2023Q3: 4,468 shares; 2023Q4: 4,368 shares; 2024Q1: 3,709 shares 3,709 $585K 0.24% -659 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 9,246 shares; 2023Q1: 9,038 shares; 2023Q2: 10,053 shares; 2023Q3: 10,058 shares; 2023Q4: 9,344 shares; 2024Q1: 9,270 shares 9,270 $567K 0.23% -74 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 6,472 shares; 2023Q1: 6,474 shares; 2023Q2: 5,968 shares; 2023Q3: 5,772 shares; 2023Q4: 5,468 shares; 2024Q1: 5,431 shares 5,431 $556K 0.23% -37 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 15,001 shares; 2023Q1: 15,519 shares; 2023Q2: 17,176 shares; 2023Q3: 17,734 shares; 2023Q4: 17,114 shares; 2024Q1: 19,614 shares 19,614 $544K 0.22% +2,500 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 8,976 shares; 2023Q1: 8,989 shares; 2023Q2: 8,989 shares; 2023Q3: 8,910 shares; 2023Q4: 8,746 shares; 2024Q1: 8,286 shares 8,286 $532K 0.22% -460 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 13,147 shares; 2023Q1: 13,923 shares; 2023Q2: 12,781 shares; 2023Q3: 12,255 shares; 2023Q4: 11,903 shares; 2024Q1: 11,959 shares 11,959 $528K 0.22% +56 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,872 shares; 2023Q1: 2,694 shares; 2023Q2: 2,694 shares; 2023Q3: 2,588 shares; 2023Q4: 2,588 shares; 2024Q1: 2,539 shares 2,539 $521K 0.21% -49 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 6,363 shares; 2023Q1: 6,392 shares; 2023Q2: 6,122 shares; 2023Q3: 6,399 shares; 2023Q4: 6,527 shares; 2024Q1: 6,550 shares 6,550 $515K 0.21% +23 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,976 shares; 2023Q1: 1,976 shares; 2023Q2: 1,976 shares; 2023Q3: 1,976 shares; 2023Q4: 1,976 shares; 2024Q1: 1,976 shares 1,976 $515K 0.21% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 12,107 shares; 2023Q1: 11,280 shares; 2023Q2: 10,687 shares; 2023Q3: 10,729 shares; 2023Q4: 11,265 shares; 2024Q1: 12,211 shares 12,211 $514K 0.21% +946 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 24,962 shares; 2023Q1: 24,962 shares; 2023Q2: 24,962 shares; 2023Q3: 24,962 shares; 2023Q4: 24,962 shares; 2024Q1: 24,962 shares 24,962 $508K 0.21% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,492 shares; 2023Q1: 1,544 shares; 2023Q2: 1,844 shares; 2023Q3: 1,844 shares; 2023Q4: 1,845 shares; 2024Q1: 1,797 shares 1,797 $502K 0.21% -48 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,118 shares; 2023Q1: 5,152 shares; 2023Q2: 4,235 shares; 2023Q3: 4,990 shares; 2023Q4: 5,675 shares; 2024Q1: 6,505 shares 6,505 $499K 0.21% +830 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,508 shares; 2023Q1: 4,816 shares; 2023Q2: 4,614 shares; 2023Q3: 4,821 shares; 2023Q4: 5,030 shares; 2024Q1: 5,039 shares 5,039 $487K 0.2% +9 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,914 shares; 2023Q1: 5,914 shares; 2023Q2: 5,644 shares; 2023Q3: 6,260 shares; 2023Q4: 8,126 shares; 2024Q1: 8,046 shares 8,046 $471K 0.19% -80 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,645 shares; 2023Q1: 4,491 shares; 2023Q2: 5,291 shares; 2023Q3: 5,263 shares; 2023Q4: 4,055 shares; 2024Q1: 4,056 shares 4,056 $461K 0.19% +1 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 839 shares; 2023Q1: 839 shares; 2023Q2: 8,428 shares; 2023Q3: 8,428 shares; 2023Q4: 9,981 shares; 2024Q1: 10,364 shares 10,364 $457K 0.19% +383 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,218 shares; 2023Q1: 5,150 shares; 2023Q2: 5,053 shares; 2023Q3: 5,059 shares; 2023Q4: 5,064 shares; 2024Q1: 5,069 shares 5,069 $442K 0.18% +5 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,836 shares; 2023Q1: 4,664 shares; 2023Q2: 5,445 shares; 2023Q3: 5,332 shares; 2023Q4: 5,139 shares; 2024Q1: 4,945 shares 4,945 $428K 0.18% -194 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,078 shares; 2023Q1: 3,078 shares; 2023Q2: 3,078 shares; 2023Q3: 3,078 shares; 2023Q4: 3,378 shares; 2024Q1: 3,078 shares 3,078 $427K 0.18% -300 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,561 shares; 2023Q1: 3,099 shares; 2023Q2: 3,749 shares; 2023Q3: 3,614 shares; 2023Q4: 3,804 shares; 2024Q1: 3,453 shares 3,453 $423K 0.17% -351 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,029 shares; 2023Q1: 996 shares; 2023Q2: 997 shares; 2023Q3: 999 shares; 2023Q4: 1,000 shares; 2024Q1: 1,005 shares 1,005 $420K 0.17% +5 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,473 shares; 2023Q1: 1,440 shares; 2023Q2: 1,440 shares; 2023Q3: 1,958 shares; 2023Q4: 1,958 shares; 2024Q1: 1,958 shares 1,958 $417K 0.17% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,826 shares; 2023Q1: 4,984 shares; 2023Q2: 4,895 shares; 2023Q3: 4,907 shares; 2023Q4: 4,520 shares; 2024Q1: 4,532 shares 4,532 $415K 0.17% +12 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,753 shares; 2023Q1: 7,914 shares; 2023Q2: 7,914 shares; 2023Q3: 7,914 shares; 2023Q4: 8,175 shares; 2024Q1: 7,943 shares 7,943 $415K 0.17% -232 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 23,797 shares; 2023Q1: 23,495 shares; 2023Q2: 27,027 shares; 2023Q3: 26,344 shares; 2023Q4: 24,013 shares; 2024Q1: 23,479 shares 23,479 $413K 0.17% -534 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,570 shares; 2023Q1: 1,570 shares; 2023Q2: 1,570 shares; 2023Q3: 1,570 shares; 2023Q4: 1,570 shares; 2024Q1: 1,570 shares 1,570 $409K 0.17% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,998 shares; 2023Q1: 1,999 shares; 2023Q2: 1,999 shares; 2023Q3: 1,983 shares; 2023Q4: 1,984 shares; 2024Q1: 1,984 shares 1,984 $381K 0.16% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,390 shares; 2023Q1: 4,390 shares; 2023Q2: 4,390 shares; 2023Q3: 4,350 shares; 2023Q4: 4,350 shares; 2024Q1: 4,350 shares 4,350 $380K 0.16% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 18,765 shares; 2023Q1: 18,765 shares; 2023Q2: 18,092 shares; 2023Q3: 18,092 shares; 2023Q4: 28,984 shares; 2024Q1: 29,779 shares 29,779 $370K 0.15% +795 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,233 shares; 2023Q1: 1,153 shares; 2023Q2: 814 shares; 2023Q3: 814 shares; 2023Q4: 2,355 shares; 2024Q1: 2,801 shares 2,801 $368K 0.15% +446 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,138 shares; 2023Q1: 4,138 shares; 2023Q2: 3,884 shares; 2023Q3: 3,884 shares; 2023Q4: 3,884 shares; 2024Q1: 3,884 shares 3,884 $363K 0.15% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,464 shares; 2023Q1: 1,464 shares; 2023Q2: 1,464 shares; 2023Q3: 1,464 shares; 2023Q4: 1,475 shares; 2024Q1: 1,462 shares 1,462 $357K 0.15% -13 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 21,000 shares; 2023Q1: 21,000 shares; 2023Q2: 21,000 shares; 2023Q3: 21,000 shares; 2023Q4: 21,000 shares; 2024Q1: 21,000 shares 21,000 $355K 0.15% 0 MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,471 shares; 2023Q1: 4,471 shares; 2023Q2: 4,021 shares; 2023Q3: 4,221 shares; 2023Q4: 4,058 shares; 2024Q1: 4,058 shares 4,058 $354K 0.15% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 655 shares; 2023Q1: 655 shares; 2023Q2: 655 shares; 2023Q3: 655 shares; 2023Q4: 1,665 shares; 2024Q1: 3,432 shares 3,432 $348K 0.14% +1,767 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 116 shares; 2023Q1: 116 shares; 2023Q2: 116 shares; 2023Q3: 116 shares; 2023Q4: 116 shares; 2024Q1: 119 shares 119 $346K 0.14% +3 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,726 shares; 2023Q1: 3,375 shares; 2023Q2: 3,379 shares; 2023Q3: 3,243 shares; 2023Q4: 3,115 shares; 2024Q1: 3,119 shares 3,119 $344K 0.14% +4 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,806 shares; 2023Q1: 5,398 shares; 2023Q2: 5,314 shares; 2023Q3: 5,314 shares; 2023Q4: 5,314 shares; 2024Q1: 5,314 shares 5,314 $340K 0.14% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,329 shares; 2023Q1: 3,338 shares; 2023Q2: 3,348 shares; 2023Q3: 3,357 shares; 2023Q4: 3,365 shares; 2024Q1: 3,370 shares 3,370 $339K 0.14% +5 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 839 shares; 2023Q1: 839 shares; 2023Q2: 839 shares; 2023Q3: 839 shares; 2023Q4: 839 shares; 2024Q1: 839 shares 839 $330K 0.14% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,091 shares; 2023Q1: 1,091 shares; 2023Q2: 1,791 shares; 2023Q3: 1,793 shares; 2023Q4: 2,197 shares; 2024Q1: 2,202 shares 2,202 $327K 0.13% +5 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 649 shares; 2023Q1: 646 shares; 2023Q2: 943 shares; 2023Q3: 9,382 shares; 2023Q4: 9,259 shares; 2024Q1: 9,259 shares 9,259 $326K 0.13% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,488 shares; 2023Q1: 3,488 shares; 2023Q2: 3,493 shares; 2023Q3: 3,493 shares; 2023Q4: 3,497 shares; 2024Q1: 3,497 shares 3,497 $326K 0.13% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 884 shares; 2023Q1: 954 shares; 2023Q2: 999 shares; 2023Q3: 964 shares; 2023Q4: 964 shares; 2024Q1: 964 shares 964 $325K 0.13% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,710 shares; 2023Q1: 1,712 shares; 2023Q2: 1,615 shares; 2023Q3: 1,834 shares; 2023Q4: 1,832 shares; 2024Q1: 1,828 shares 1,828 $324K 0.13% -4 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 14,168 shares; 2023Q1: 15,560 shares; 2023Q2: 18,938 shares; 2023Q3: 19,231 shares; 2023Q4: 19,645 shares; 2024Q1: 20,724 shares 20,724 $323K 0.13% +1,079 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 185 shares; 2023Q1: 185 shares; 2023Q2: 185 shares; 2023Q3: 185 shares; 2023Q4: 185 shares; 2024Q1: 555 shares 555 $321K 0.13% +370 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,296 shares; 2023Q1: 1,296 shares; 2023Q2: 1,296 shares; 2023Q3: 1,266 shares; 2023Q4: 1,802 shares; 2024Q1: 1,716 shares 1,716 $321K 0.13% -86 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,883 shares; 2023Q1: 4,883 shares; 2023Q2: 4,883 shares; 2023Q3: 4,883 shares; 2023Q4: 4,576 shares; 2024Q1: 4,576 shares 4,576 $320K 0.13% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,261 shares; 2023Q1: 2,270 shares; 2023Q2: 1,881 shares; 2023Q3: 1,890 shares; 2023Q4: 1,898 shares; 2024Q1: 1,905 shares 1,905 $311K 0.13% +7 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,873 shares; 2023Q1: 2,873 shares; 2023Q2: 2,373 shares; 2023Q3: 2,373 shares; 2023Q4: 2,373 shares; 2024Q1: 2,448 shares 2,448 $307K 0.13% +75 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,709 shares; 2023Q1: 3,426 shares; 2023Q2: 3,750 shares; 2023Q3: 3,750 shares; 2023Q4: 3,736 shares; 2024Q1: 3,726 shares 3,726 $304K 0.13% -10 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,693 shares; 2023Q1: 2,693 shares; 2023Q2: 2,437 shares; 2023Q3: 2,445 shares; 2023Q4: 2,445 shares; 2024Q1: 2,385 shares 2,385 $294K 0.12% -60 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,770 shares; 2023Q1: 2,410 shares; 2023Q2: 2,601 shares; 2023Q3: 2,601 shares; 2023Q4: 2,739 shares; 2024Q1: 2,231 shares 2,231 $292K 0.12% -508 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,283 shares; 2023Q1: 1,284 shares; 2023Q2: 1,284 shares; 2023Q3: 1,277 shares; 2023Q4: 1,277 shares; 2024Q1: 1,216 shares 1,216 $287K 0.12% -61 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,200 shares; 2023Q1: 7,950 shares; 2023Q2: 7,950 shares; 2023Q3: 7,950 shares; 2023Q4: 10,902 shares; 2024Q1: 7,662 shares 7,662 $284K 0.12% -3,240 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,028 shares; 2023Q1: 3,028 shares; 2023Q2: 3,028 shares; 2023Q3: 3,028 shares; 2023Q4: 2,925 shares; 2024Q1: 2,925 shares 2,925 $283K 0.12% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 301 shares; 2023Q1: 301 shares; 2023Q2: 616 shares; 2023Q3: 865 shares; 2023Q4: 937 shares; 2024Q1: 1,233 shares 1,233 $277K 0.11% +296 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,791 shares; 2023Q1: 1,776 shares; 2023Q2: 1,776 shares; 2023Q3: 1,757 shares; 2023Q4: 1,578 shares; 2024Q1: 1,550 shares 1,550 $272K 0.11% -28 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,223 shares 4,223 $267K 0.11% new Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,019 shares; 2023Q1: 2,019 shares; 2023Q2: 2,019 shares; 2023Q3: 2,019 shares; 2023Q4: 3,252 shares; 2024Q1: 3,133 shares 3,133 $265K 0.11% -119 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 8,825 shares; 2023Q1: 8,825 shares; 2023Q2: 9,325 shares; 2023Q3: 10,584 shares; 2023Q4: 10,587 shares; 2024Q1: 11,373 shares 11,373 $264K 0.11% +786 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 46,594 shares; 2023Q1: 42,982 shares; 2023Q2: 41,352 shares; 2023Q3: 40,252 shares; 2023Q4: 15,864 shares; 2024Q1: 21,940 shares 21,940 $251K 0.1% +6,076 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 171 shares; 2023Q1: 172 shares; 2023Q2: 172 shares; 2023Q3: 181 shares; 2023Q4: 181 shares; 2024Q1: 184 shares 184 $244K 0.1% +3 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,300 shares; 2023Q1: 2,302 shares; 2023Q2: 2,904 shares; 2023Q3: 2,906 shares; 2023Q4: 2,583 shares; 2024Q1: 2,699 shares 2,699 $243K 0.1% +116 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 8,284 shares; 2023Q1: 8,284 shares; 2023Q2: 8,284 shares; 2023Q3: 8,284 shares; 2023Q4: 8,284 shares; 2024Q1: 8,284 shares 8,284 $242K 0.1% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,000 shares; 2023Q1: 3,000 shares; 2023Q2: 2,872 shares; 2023Q3: 2,823 shares; 2023Q4: 2,719 shares; 2024Q1: 2,679 shares 2,679 $234K 0.1% -40 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 289 shares; 2023Q1: 269 shares; 2023Q2: 419 shares; 2023Q3: 419 shares; 2023Q4: 377 shares; 2024Q1: 377 shares 377 $229K 0.09% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 868 shares; 2023Q1: 868 shares; 2023Q2: 868 shares; 2023Q3: 868 shares; 2023Q4: 868 shares; 2024Q1: 804 shares 804 $229K 0.09% -64 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,055 shares; 2023Q1: 5,291 shares; 2023Q2: 4,836 shares; 2023Q3: 4,666 shares; 2023Q4: 4,312 shares; 2024Q1: 3,907 shares 3,907 $226K 0.09% -405 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,792 shares; 2023Q1: 4,167 shares; 2023Q2: 4,168 shares; 2023Q3: 4,166 shares; 2023Q4: 4,166 shares; 2024Q1: 3,867 shares 3,867 $225K 0.09% -299 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 6,716 shares; 2023Q1: 6,352 shares; 2023Q2: 6,435 shares; 2023Q3: 6,510 shares; 2023Q4: 6,663 shares; 2024Q1: 7,249 shares 7,249 $224K 0.09% +586 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 11,551 shares; 2023Q1: 10,582 shares; 2023Q2: 10,582 shares; 2023Q3: 9,648 shares; 2023Q4: 9,298 shares; 2024Q1: 9,298 shares 9,298 $221K 0.09% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,842 shares; 2023Q1: 3,918 shares; 2023Q2: 4,147 shares; 2023Q3: 5,597 shares; 2023Q4: 5,387 shares; 2024Q1: 5,578 shares 5,578 $217K 0.09% +191 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 479 shares; 2023Q1: 449 shares; 2023Q2: 449 shares; 2023Q3: 449 shares; 2023Q4: 449 shares; 2024Q1: 449 shares 449 $215K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 3,334 shares; 2023Q3: 4,991 shares; 2023Q4: 4,991 shares; 2024Q1: 4,991 shares 4,991 $215K 0.09% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,945 shares; 2023Q1: 9,487 shares; 2023Q2: 9,487 shares; 2023Q3: 8,322 shares; 2023Q4: 8,322 shares; 2024Q1: 8,322 shares 8,322 $214K 0.09% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 4,491 shares; 2023Q4: 3,354 shares; 2024Q1: 3,445 shares 3,445 $212K 0.09% +91 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,725 shares; 2023Q1: 2,725 shares; 2023Q2: 2,701 shares; 2023Q3: 2,701 shares; 2023Q4: 2,332 shares; 2024Q1: 2,332 shares 2,332 $212K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 11,170 shares; 2023Q1: 11,170 shares; 2023Q2: 11,170 shares; 2023Q3: 11,170 shares; 2023Q4: 12,388 shares; 2024Q1: 12,203 shares 12,203 $211K 0.09% -185 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 12,917 shares; 2023Q1: 12,917 shares; 2023Q2: 12,917 shares; 2023Q3: 13,434 shares; 2023Q4: 14,488 shares; 2024Q1: 14,980 shares 14,980 $210K 0.09% +492 Timeline LAM RESEARCH CORP LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 19 shares; 2023Q1: 19 shares; 2023Q2: 219 shares; 2023Q3: 219 shares; 2023Q4: 219 shares; 2024Q1: 215 shares 215 $209K 0.09% -4 VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,030 shares; 2023Q1: 1,030 shares; 2023Q2: 867 shares; 2023Q3: 767 shares; 2023Q4: 819 shares; 2024Q1: 1,019 shares 1,019 $208K 0.09% +200 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,520 shares; 2023Q1: 2,521 shares; 2023Q2: 2,941 shares; 2023Q3: 2,915 shares; 2023Q4: 2,603 shares; 2024Q1: 2,603 shares 2,603 $208K 0.09% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 692 shares; 2023Q1: 693 shares; 2023Q2: 494 shares; 2023Q3: 494 shares; 2023Q4: 494 shares; 2024Q1: 495 shares 495 $203K 0.08% +1 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,150 shares; 2023Q1: 1,150 shares; 2023Q2: 1,025 shares; 2023Q3: 1,025 shares; 2023Q4: 1,025 shares; 2024Q1: 1,025 shares 1,025 $203K 0.08% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 416 shares; 2023Q1: 416 shares; 2023Q2: 416 shares; 2023Q3: 416 shares; 2023Q4: 416 shares; 2024Q1: 1,223 shares 1,223 $201K 0.08% +807 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,500 shares; 2023Q1: 1,500 shares; 2023Q2: 1,700 shares; 2023Q3: 1,700 shares; 2023Q4: 1,700 shares; 2024Q1: 1,700 shares 1,700 $200K 0.08% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,263 shares; 2023Q1: 1,263 shares; 2023Q2: 1,513 shares; 2023Q3: 1,513 shares; 2023Q4: 1,263 shares; 2024Q1: 1,145 shares 1,145 $199K 0.08% -118 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,364 shares; 2023Q1: 1,359 shares; 2023Q2: 1,359 shares; 2023Q3: 1,360 shares; 2023Q4: 1,360 shares; 2024Q1: 1,347 shares 1,347 $199K 0.08% -13 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 700 shares; 2023Q1: 700 shares; 2023Q2: 700 shares; 2023Q3: 700 shares; 2023Q4: 700 shares; 2024Q1: 700 shares 700 $198K 0.08% 0 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 151 shares; 2023Q1: 142 shares; 2023Q2: 808 shares; 2023Q3: 368 shares; 2023Q4: 368 shares; 2024Q1: 376 shares 376 $197K 0.08% +8 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 608 shares; 2023Q1: 608 shares; 2023Q2: 608 shares; 2023Q3: 6,080 shares; 2023Q4: 6,080 shares; 2024Q1: 6,080 shares 6,080 $193K 0.08% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,136 shares; 2023Q1: 2,915 shares; 2023Q2: 2,721 shares; 2023Q3: 2,526 shares; 2023Q4: 2,530 shares; 2024Q1: 2,461 shares 2,461 $188K 0.08% -69 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 997 shares; 2023Q1: 1,064 shares; 2023Q2: 1,065 shares; 2023Q3: 1,073 shares; 2023Q4: 1,040 shares; 2024Q1: 1,008 shares 1,008 $186K 0.08% -32 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,137 shares; 2023Q1: 4,137 shares; 2023Q2: 9,129 shares; 2023Q3: 9,119 shares; 2023Q4: 8,119 shares; 2024Q1: 8,119 shares 8,119 $185K 0.08% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,670 shares; 2023Q1: 2,670 shares; 2023Q2: 2,451 shares; 2023Q3: 2,311 shares; 2023Q4: 2,311 shares; 2024Q1: 2,311 shares 2,311 $185K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,513 shares; 2023Q1: 4,513 shares; 2023Q2: 860 shares; 2023Q3: 871 shares; 2023Q4: 871 shares; 2024Q1: 863 shares 863 $181K 0.07% -8 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,442 shares; 2023Q1: 1,524 shares; 2023Q2: 1,340 shares; 2023Q3: 1,431 shares; 2023Q4: 1,434 shares; 2024Q1: 1,435 shares 1,435 $181K 0.07% +1 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,081 shares; 2023Q1: 1,931 shares; 2023Q2: 1,931 shares; 2023Q3: 1,931 shares; 2023Q4: 1,857 shares; 2024Q1: 1,807 shares 1,807 $179K 0.07% -50 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,165 shares; 2023Q1: 4,165 shares; 2023Q2: 5,421 shares; 2023Q3: 5,601 shares; 2023Q4: 5,601 shares; 2024Q1: 6,168 shares 6,168 $179K 0.07% +567 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,358 shares; 2023Q1: 4,668 shares; 2023Q2: 3,720 shares; 2023Q3: 3,720 shares; 2023Q4: 3,296 shares; 2024Q1: 3,296 shares 3,296 $179K 0.07% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 691 shares; 2023Q1: 691 shares; 2023Q2: 691 shares; 2023Q3: 691 shares; 2023Q4: 691 shares; 2024Q1: 679 shares 679 $176K 0.07% -12 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 638 shares; 2023Q1: 626 shares; 2023Q2: 689 shares; 2023Q3: 689 shares; 2023Q4: 689 shares; 2024Q1: 689 shares 689 $172K 0.07% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,485 shares; 2023Q1: 3,485 shares; 2023Q2: 3,485 shares; 2023Q3: 3,485 shares; 2023Q4: 3,485 shares; 2024Q1: 3,485 shares 3,485 $171K 0.07% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,500 shares; 2023Q1: 1,500 shares; 2023Q2: 1,500 shares; 2023Q3: 1,500 shares; 2023Q4: 1,400 shares; 2024Q1: 1,400 shares 1,400 $170K 0.07% 0 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,319 shares; 2023Q1: 3,678 shares; 2023Q2: 3,012 shares; 2023Q3: 3,065 shares; 2023Q4: 3,106 shares; 2024Q1: 3,490 shares 3,490 $168K 0.07% +384 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,095 shares; 2023Q1: 2,489 shares; 2023Q2: 2,499 shares; 2023Q3: 2,509 shares; 2023Q4: 2,520 shares; 2024Q1: 2,530 shares 2,530 $167K 0.07% +10 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,696 shares; 2023Q1: 1,729 shares; 2023Q2: 1,729 shares; 2023Q3: 1,592 shares; 2023Q4: 1,697 shares; 2024Q1: 1,647 shares 1,647 $161K 0.07% -50 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 450 shares; 2023Q1: 450 shares; 2023Q2: 450 shares; 2023Q3: 450 shares; 2023Q4: 450 shares; 2024Q1: 450 shares 450 $161K 0.07% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,136 shares; 2023Q1: 5,136 shares; 2023Q2: 5,736 shares; 2023Q3: 5,290 shares; 2023Q4: 3,986 shares; 2024Q1: 3,670 shares 3,670 $159K 0.07% -316 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,022 shares; 2023Q1: 1,018 shares; 2023Q2: 1,008 shares; 2023Q3: 871 shares; 2023Q4: 860 shares; 2024Q1: 860 shares 860 $158K 0.07% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,271 shares; 2023Q1: 8,194 shares; 2023Q2: 8,264 shares; 2023Q3: 8,331 shares; 2023Q4: 8,402 shares; 2024Q1: 8,472 shares 8,472 $155K 0.06% +70 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 4,786 shares; 2023Q2: 4,786 shares; 2023Q3: 4,960 shares; 2023Q4: 4,960 shares; 2024Q1: 4,960 shares 4,960 $153K 0.06% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,073 shares; 2023Q1: 2,073 shares; 2023Q2: 499 shares; 2023Q3: 499 shares; 2023Q4: 499 shares; 2024Q1: 741 shares 741 $152K 0.06% +242 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,848 shares; 2024Q1: 1,842 shares 1,842 $151K 0.06% -6 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 729 shares; 2023Q1: 734 shares; 2023Q2: 2,504 shares; 2023Q3: 2,510 shares; 2023Q4: 2,516 shares; 2024Q1: 2,521 shares 2,521 $146K 0.06% +5 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 816 shares; 2023Q1: 816 shares; 2023Q2: 716 shares; 2023Q3: 1,432 shares; 2023Q4: 1,432 shares; 2024Q1: 1,132 shares 1,132 $145K 0.06% -300 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 884 shares; 2023Q1: 884 shares; 2023Q2: 884 shares; 2023Q3: 884 shares; 2023Q4: 884 shares; 2024Q1: 884 shares 884 $145K 0.06% 0 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,206 shares; 2023Q1: 1,213 shares; 2023Q2: 2,102 shares; 2023Q3: 2,114 shares; 2023Q4: 2,246 shares; 2024Q1: 2,191 shares 2,191 $144K 0.06% -55 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 11,683 shares; 2023Q1: 11,454 shares; 2023Q2: 11,454 shares; 2023Q3: 11,454 shares; 2023Q4: 11,454 shares; 2024Q1: 11,156 shares 11,156 $137K 0.06% -298 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 253 shares; 2023Q1: 254 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 201 shares; 2024Q1: 604 shares 604 $136K 0.06% +403 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,172 shares; 2023Q1: 1,172 shares; 2023Q2: 1,172 shares; 2023Q3: 1,172 shares; 2023Q4: 1,172 shares; 2024Q1: 1,172 shares 1,172 $133K 0.05% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,462 shares; 2023Q1: 3,666 shares; 2023Q2: 3,671 shares; 2023Q3: 3,703 shares; 2023Q4: 3,608 shares; 2024Q1: 3,513 shares 3,513 $132K 0.05% -95 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,056 shares; 2023Q1: 4,056 shares; 2023Q2: 7,056 shares; 2023Q3: 7,056 shares; 2023Q4: 7,056 shares; 2024Q1: 7,056 shares 7,056 $127K 0.05% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 945 shares; 2023Q1: 945 shares; 2023Q2: 945 shares; 2023Q3: 945 shares; 2023Q4: 945 shares; 2024Q1: 945 shares 945 $125K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 12,901 shares; 2023Q1: 12,901 shares; 2023Q2: 8,117 shares; 2023Q3: 8,117 shares; 2023Q4: 8,117 shares; 2024Q1: 8,117 shares 8,117 $124K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 193 shares; 2023Q1: 275 shares; 2023Q2: 193 shares; 2023Q3: 1,633 shares; 2023Q4: 1,527 shares; 2024Q1: 1,527 shares 1,527 $122K 0.05% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,578 shares; 2023Q1: 3,596 shares; 2023Q2: 3,616 shares; 2023Q3: 3,617 shares; 2023Q4: 1,786 shares; 2024Q1: 1,789 shares 1,789 $120K 0.05% +3 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,068 shares; 2023Q1: 2,068 shares; 2023Q2: 2,068 shares; 2023Q3: 2,068 shares; 2023Q4: 2,068 shares; 2024Q1: 2,068 shares 2,068 $119K 0.05% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,978 shares; 2023Q1: 2,978 shares; 2023Q2: 2,978 shares; 2023Q3: 2,978 shares; 2023Q4: 3,278 shares; 2024Q1: 2,978 shares 2,978 $118K 0.05% -300 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,043 shares 5,043 $118K 0.05% new Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,465 shares; 2023Q1: 1,757 shares; 2023Q2: 1,757 shares; 2023Q3: 1,757 shares; 2023Q4: 1,757 shares; 2024Q1: 1,757 shares 1,757 $112K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,720 shares; 2023Q1: 1,352 shares; 2023Q2: 1,352 shares; 2023Q3: 1,352 shares; 2023Q4: 1,366 shares; 2024Q1: 1,367 shares 1,367 $110K 0.05% +1 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,368 shares; 2023Q1: 1,576 shares; 2023Q2: 1,587 shares; 2023Q3: 1,615 shares; 2023Q4: 1,707 shares; 2024Q1: 1,716 shares 1,716 $109K 0.04% +9 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 847 shares; 2023Q1: 1,181 shares; 2023Q2: 1,061 shares; 2023Q3: 1,061 shares; 2023Q4: 1,061 shares; 2024Q1: 1,061 shares 1,061 $108K 0.04% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,791 shares; 2023Q1: 4,805 shares; 2023Q2: 5,321 shares; 2023Q3: 5,312 shares; 2023Q4: 3,640 shares; 2024Q1: 2,842 shares 2,842 $108K 0.04% -798 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,263 shares; 2023Q1: 2,263 shares; 2023Q2: 2,263 shares; 2023Q3: 2,263 shares; 2023Q4: 2,263 shares; 2024Q1: 2,263 shares 2,263 $107K 0.04% 0 Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 450 shares; 2023Q1: 450 shares; 2023Q2: 450 shares; 2023Q3: 450 shares; 2023Q4: 450 shares; 2024Q1: 450 shares 450 $107K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 928 shares; 2023Q1: 929 shares; 2023Q2: 929 shares; 2023Q3: 930 shares; 2023Q4: 696 shares; 2024Q1: 697 shares 697 $107K 0.04% +1 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 901 shares; 2023Q1: 901 shares; 2023Q2: 901 shares; 2023Q3: 901 shares; 2023Q4: 901 shares; 2024Q1: 901 shares 901 $106K 0.04% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 836 shares; 2023Q1: 836 shares; 2023Q2: 836 shares; 2023Q3: 836 shares; 2023Q4: 800 shares; 2024Q1: 800 shares 800 $105K 0.04% 0 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 403 shares; 2023Q1: 403 shares; 2023Q2: 403 shares; 2023Q3: 264 shares; 2023Q4: 276 shares; 2024Q1: 319 shares 319 $101K 0.04% +43 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 933 shares; 2023Q3: 933 shares; 2023Q4: 933 shares; 2024Q1: 933 shares 933 $99.4K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7 shares; 2023Q1: not reported; 2023Q2: 600 shares; 2023Q3: 600 shares; 2023Q4: 610 shares; 2024Q1: 600 shares 600 $97.9K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,455 shares; 2023Q1: 1,455 shares; 2023Q2: 1,455 shares; 2023Q3: 1,455 shares; 2023Q4: 1,455 shares; 2024Q1: 1,455 shares 1,455 $97.5K 0.04% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,383 shares; 2023Q1: 3,383 shares; 2023Q2: 3,383 shares; 2023Q3: 3,383 shares; 2023Q4: 3,383 shares; 2024Q1: 3,383 shares 3,383 $96.1K 0.04% 0 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,282 shares 3,282 $95.5K 0.04% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 271 shares; 2023Q1: 471 shares; 2023Q2: 575 shares; 2023Q3: 580 shares; 2023Q4: 585 shares; 2024Q1: 589 shares 589 $95.2K 0.04% +4 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,395 shares; 2023Q1: 3,507 shares; 2023Q2: 3,637 shares; 2023Q3: 6,066 shares; 2023Q4: 8,374 shares; 2024Q1: 9,330 shares 9,330 $92.4K 0.04% +956 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 674 shares; 2024Q1: 1,274 shares 1,274 $92.1K 0.04% +600 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 903 shares; 2023Q1: 928 shares; 2023Q2: 928 shares; 2023Q3: 928 shares; 2023Q4: 1,241 shares; 2024Q1: 1,241 shares 1,241 $92.1K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 552 shares; 2023Q1: 704 shares; 2023Q2: 704 shares; 2023Q3: 704 shares; 2023Q4: 700 shares; 2024Q1: 700 shares 700 $92K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,400 shares; 2023Q3: 1,400 shares; 2023Q4: 1,400 shares; 2024Q1: 1,400 shares 1,400 $90.2K 0.04% 0 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,774 shares; 2023Q1: 1,774 shares; 2023Q2: 1,774 shares; 2023Q3: 1,774 shares; 2023Q4: 1,774 shares; 2024Q1: 1,774 shares 1,774 $89K 0.04% 0 SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 637 shares; 2023Q1: 637 shares; 2023Q2: 637 shares; 2023Q3: 2,440 shares; 2023Q4: 2,440 shares; 2024Q1: 2,440 shares 2,440 $87.5K 0.04% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,761 shares; 2023Q1: 1,775 shares; 2023Q2: 1,792 shares; 2023Q3: 1,808 shares; 2023Q4: 1,825 shares; 2024Q1: 1,842 shares 1,842 $87.4K 0.04% +17 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 675 shares; 2023Q1: 705 shares; 2023Q2: 675 shares; 2023Q3: 675 shares; 2023Q4: 675 shares; 2024Q1: 675 shares 675 $87.3K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,259 shares; 2023Q1: 1,259 shares; 2023Q2: 895 shares; 2023Q3: 895 shares; 2023Q4: 1,844 shares; 2024Q1: 1,951 shares 1,951 $84.7K 0.03% +107 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,320 shares; 2023Q1: 1,320 shares; 2023Q2: 1,320 shares; 2023Q3: 1,320 shares; 2023Q4: 1,832 shares; 2024Q1: 1,832 shares 1,832 $84.3K 0.03% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,191 shares; 2023Q1: 1,191 shares; 2023Q2: 1,191 shares; 2023Q3: 1,191 shares; 2023Q4: 1,191 shares; 2024Q1: 1,191 shares 1,191 $83.3K 0.03% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 483 shares; 2023Q1: 399 shares; 2023Q2: 399 shares; 2023Q3: 399 shares; 2023Q4: 608 shares; 2024Q1: 601 shares 601 $82.5K 0.03% -7 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 566 shares; 2023Q1: 613 shares; 2023Q2: 566 shares; 2023Q3: 566 shares; 2023Q4: 566 shares; 2024Q1: 566 shares 566 $81.5K 0.03% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,060 shares; 2023Q1: 1,060 shares; 2023Q2: 1,060 shares; 2023Q3: 1,060 shares; 2023Q4: 1,060 shares; 2024Q1: 1,060 shares 1,060 $80.6K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,254 shares; 2023Q1: 2,320 shares; 2023Q2: 2,396 shares; 2023Q3: 4,636 shares; 2023Q4: 6,816 shares; 2024Q1: 7,032 shares 7,032 $80.2K 0.03% +216 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,088 shares; 2023Q1: 1,088 shares; 2023Q2: 1,088 shares; 2023Q3: 1,088 shares; 2023Q4: 1,088 shares; 2024Q1: 1,088 shares 1,088 $79.6K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 850 shares; 2023Q1: 850 shares; 2023Q2: 850 shares; 2023Q3: 850 shares; 2023Q4: 850 shares; 2024Q1: 850 shares 850 $79.1K 0.03% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 319 shares; 2023Q1: 319 shares; 2023Q2: 919 shares; 2023Q3: 919 shares; 2023Q4: 919 shares; 2024Q1: 919 shares 919 $78.9K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 160 shares; 2023Q1: 160 shares; 2023Q2: 160 shares; 2023Q3: 160 shares; 2023Q4: 160 shares; 2024Q1: 160 shares 160 $76.3K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 928 shares; 2023Q1: 928 shares; 2023Q2: 928 shares; 2023Q3: 928 shares; 2023Q4: 928 shares; 2024Q1: 928 shares 928 $75.3K 0.03% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,405 shares; 2023Q4: 1,405 shares; 2024Q1: 1,405 shares 1,405 $74.9K 0.03% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,430 shares; 2023Q1: 1,430 shares; 2023Q2: 1,430 shares; 2023Q3: 1,430 shares; 2023Q4: 1,430 shares; 2024Q1: 1,430 shares 1,430 $73.8K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,180 shares; 2023Q1: 1,104 shares; 2023Q2: 1,107 shares; 2023Q3: 1,110 shares; 2023Q4: 1,114 shares; 2024Q1: 1,117 shares 1,117 $73.3K 0.03% +3 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,780 shares; 2023Q1: 3,780 shares; 2023Q2: 4,594 shares; 2023Q3: 4,594 shares; 2023Q4: 1,594 shares; 2024Q1: 4,658 shares 4,658 $73.3K 0.03% +3,064 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 289 shares; 2023Q1: 289 shares; 2023Q2: 289 shares; 2023Q3: 289 shares; 2023Q4: 289 shares; 2024Q1: 289 shares 289 $71.5K 0.03% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 167 shares; 2023Q1: 167 shares; 2023Q2: 167 shares; 2023Q3: 167 shares; 2023Q4: 167 shares; 2024Q1: 167 shares 167 $71.1K 0.03% 0 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 530 shares; 2023Q1: 530 shares; 2023Q2: 530 shares; 2023Q3: 280 shares; 2023Q4: 280 shares; 2024Q1: 280 shares 280 $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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,374 shares; 2024Q1: 1,374 shares 1,374 $69.7K 0.03% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,743 shares; 2023Q1: 1,743 shares; 2023Q2: 1,743 shares; 2023Q3: 1,743 shares; 2023Q4: 1,720 shares; 2024Q1: 1,695 shares 1,695 $69.6K 0.03% -25 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 6,565 shares; 2023Q1: 6,387 shares; 2023Q2: 6,387 shares; 2023Q3: 6,387 shares; 2023Q4: 5,832 shares; 2024Q1: 5,832 shares 5,832 $69.3K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 400 shares; 2023Q1: 400 shares; 2023Q2: 400 shares; 2023Q3: 400 shares; 2023Q4: 400 shares; 2024Q1: 400 shares 400 $69.2K 0.03% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 517 shares; 2023Q1: 521 shares; 2023Q2: 527 shares; 2023Q3: 527 shares; 2023Q4: 527 shares; 2024Q1: 527 shares 527 $67.9K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,143 shares; 2023Q1: 1,157 shares; 2023Q2: 1,220 shares; 2023Q3: 1,220 shares; 2023Q4: 1,220 shares; 2024Q1: 1,280 shares 1,280 $66K 0.03% +60 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 323 shares; 2023Q1: 646 shares; 2023Q2: 646 shares; 2023Q3: 646 shares; 2023Q4: 646 shares; 2024Q1: 646 shares 646 $65.6K 0.03% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,070 shares; 2023Q1: 2,070 shares; 2023Q2: 2,070 shares; 2023Q3: 2,070 shares; 2023Q4: 2,070 shares; 2024Q1: 2,070 shares 2,070 $65.6K 0.03% 0 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 201 shares; 2023Q1: 201 shares; 2023Q2: 201 shares; 2023Q3: 201 shares; 2023Q4: 201 shares; 2024Q1: 760 shares 760 $64.8K 0.03% +559 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 2,227 shares; 2023Q4: 2,227 shares; 2024Q1: 2,227 shares 2,227 $64.4K 0.03% 0 Timeline 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 305 shares; 2023Q1: 305 shares; 2023Q2: 305 shares; 2023Q3: 305 shares; 2023Q4: 305 shares; 2024Q1: 305 shares 305 $64.1K 0.03% 0 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 796 shares 796 $64K 0.03% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 253 shares; 2023Q1: 253 shares; 2023Q2: 255 shares; 2023Q3: 256 shares; 2023Q4: 259 shares; 2024Q1: 259 shares 259 $63.8K 0.03% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,716 shares; 2023Q1: 3,716 shares; 2023Q2: 3,211 shares; 2023Q3: 2,911 shares; 2023Q4: 2,905 shares; 2024Q1: 2,311 shares 2,311 $63.6K 0.03% -594 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 253 shares; 2023Q1: 253 shares; 2023Q2: 184 shares; 2023Q3: 184 shares; 2023Q4: 175 shares; 2024Q1: 175 shares 175 $63.6K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 742 shares; 2023Q1: 512 shares; 2023Q2: 513 shares; 2023Q3: 513 shares; 2023Q4: 667 shares; 2024Q1: 517 shares 517 $61.1K 0.03% -150 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 40 shares; 2023Q1: 40 shares; 2023Q2: 40 shares; 2023Q3: 40 shares; 2023Q4: 40 shares; 2024Q1: 40 shares 40 $60.9K 0.03% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,218 shares; 2023Q1: 1,207 shares; 2023Q2: 1,019 shares; 2023Q3: 1,019 shares; 2023Q4: 963 shares; 2024Q1: 649 shares 649 $60.7K 0.02% -314 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 2,000 shares; 2023Q3: 2,000 shares; 2023Q4: 2,000 shares; 2024Q1: 2,000 shares 2,000 $60.4K 0.02% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,013 shares; 2023Q1: 4,155 shares; 2023Q2: 7,201 shares; 2023Q3: 7,250 shares; 2023Q4: 5,004 shares; 2024Q1: 4,551 shares 4,551 $60.4K 0.02% -453 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,901 shares; 2023Q1: 2,738 shares; 2023Q2: 2,738 shares; 2023Q3: 2,796 shares; 2023Q4: 2,614 shares; 2024Q1: 2,614 shares 2,614 $59.5K 0.02% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 60 shares; 2023Q1: 165 shares; 2023Q2: 218 shares; 2023Q3: 219 shares; 2023Q4: 222 shares; 2024Q1: 225 shares 225 $59K 0.02% +3 IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 215 shares; 2023Q1: 215 shares; 2023Q2: 215 shares; 2023Q3: 215 shares; 2023Q4: 215 shares; 2024Q1: 215 shares 215 $58.2K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 575 shares; 2023Q1: 575 shares; 2023Q2: 575 shares; 2023Q3: 575 shares; 2023Q4: 575 shares; 2024Q1: 573 shares 573 $57.4K 0.02% -2 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 529 shares; 2023Q1: 529 shares; 2023Q2: 529 shares; 2023Q3: 533 shares; 2023Q4: 533 shares; 2024Q1: 533 shares 533 $57.4K 0.02% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,876 shares; 2023Q1: 1,876 shares; 2023Q2: 1,876 shares; 2023Q3: 2,501 shares; 2023Q4: 3,599 shares; 2024Q1: 4,755 shares 4,755 $57.4K 0.02% +1,156 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares 200 $57.3K 0.02% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,279 shares; 2023Q1: 3,279 shares; 2023Q2: 3,279 shares; 2023Q3: 3,279 shares; 2023Q4: 3,279 shares; 2024Q1: 3,279 shares 3,279 $56.7K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 222 shares; 2023Q1: 222 shares; 2023Q2: 222 shares; 2023Q3: 222 shares; 2023Q4: 249 shares; 2024Q1: 249 shares 249 $56.7K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 500 shares; 2023Q1: 764 shares; 2023Q2: 764 shares; 2023Q3: 764 shares; 2023Q4: 764 shares; 2024Q1: 764 shares 764 $56.5K 0.02% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,364 shares; 2023Q1: 3,369 shares; 2023Q2: 3,269 shares; 2023Q3: 3,274 shares; 2023Q4: 2,929 shares; 2024Q1: 1,982 shares 1,982 $56.5K 0.02% -947 XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,030 shares; 2023Q1: 1,030 shares; 2023Q2: 1,030 shares; 2023Q3: 1,030 shares; 2023Q4: 1,030 shares; 2024Q1: 1,030 shares 1,030 $55.4K 0.02% 0 Timeline AFGR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,000 shares 2,000 $55K 0.02% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 735 shares; 2023Q1: 738 shares; 2023Q2: 742 shares; 2023Q3: 577 shares; 2023Q4: 582 shares; 2024Q1: 580 shares 580 $54.6K 0.02% -2 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 100 shares; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares 100 $54K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,021 shares; 2023Q1: 1,021 shares; 2023Q2: 1,021 shares; 2023Q3: 1,021 shares; 2023Q4: 1,021 shares; 2024Q1: 936 shares 936 $54K 0.02% -85 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 185 shares; 2023Q1: 206 shares; 2023Q2: 186 shares; 2023Q3: 186 shares; 2023Q4: 186 shares; 2024Q1: 106 shares 106 $52.4K 0.02% -80 Timeline 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,213 shares; 2023Q1: 1,259 shares; 2023Q2: 1,300 shares; 2023Q3: 2,472 shares; 2023Q4: 2,573 shares; 2024Q1: 2,660 shares 2,660 $52.4K 0.02% +87 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 443 shares; 2023Q1: 446 shares; 2023Q2: 448 shares; 2023Q3: 450 shares; 2023Q4: 451 shares; 2024Q1: 453 shares 453 $51.6K 0.02% +2 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 258 shares; 2023Q1: 258 shares; 2023Q2: 258 shares; 2023Q3: 258 shares; 2023Q4: 252 shares; 2024Q1: 260 shares 260 $51.4K 0.02% +8 Timeline 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 730 shares; 2023Q1: 730 shares; 2023Q2: 730 shares; 2023Q3: 730 shares; 2023Q4: 730 shares; 2024Q1: 730 shares 730 $49.8K 0.02% 0 Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 65 shares; 2023Q1: 65 shares; 2023Q2: 66 shares; 2023Q3: 61 shares; 2023Q4: 61 shares; 2024Q1: 60 shares 60 $49.7K 0.02% -1 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 452 shares; 2023Q1: 1,028 shares; 2023Q2: 1,028 shares; 2023Q3: 1,028 shares; 2023Q4: 1,028 shares; 2024Q1: 1,028 shares 1,028 $49.5K 0.02% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,209 shares; 2023Q1: 1,209 shares; 2023Q2: 1,309 shares; 2023Q3: 1,309 shares; 2023Q4: 1,240 shares; 2024Q1: 1,340 shares 1,340 $49.4K 0.02% +100 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 570 shares; 2023Q1: 570 shares; 2023Q2: 570 shares; 2023Q3: 1,140 shares; 2023Q4: 1,140 shares; 2024Q1: 867 shares 867 $49.1K 0.02% -273 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 300 shares; 2023Q1: 300 shares; 2023Q2: 310 shares; 2023Q3: 310 shares; 2023Q4: 310 shares; 2024Q1: 310 shares 310 $48.6K 0.02% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 334 shares; 2023Q1: 334 shares; 2023Q2: 334 shares; 2023Q3: 334 shares; 2023Q4: 334 shares; 2024Q1: 334 shares 334 $48.6K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 275 shares; 2023Q1: 278 shares; 2023Q2: 432 shares; 2023Q3: 438 shares; 2023Q4: 445 shares; 2024Q1: 458 shares 458 $48.4K 0.02% +13 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 655 shares; 2023Q1: 655 shares; 2023Q2: 655 shares; 2023Q3: 580 shares; 2023Q4: 580 shares; 2024Q1: 580 shares 580 $48.3K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,963 shares; 2023Q1: 1,963 shares; 2023Q2: 1,963 shares; 2023Q3: 1,463 shares; 2023Q4: 1,147 shares; 2024Q1: 1,147 shares 1,147 $48.2K 0.02% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 12,061 shares; 2023Q1: 12,126 shares; 2023Q2: 12,208 shares; 2023Q3: 12,006 shares; 2023Q4: 12,174 shares; 2024Q1: 12,141 shares 12,141 $47.1K 0.02% -33 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,188 shares; 2023Q1: 1,188 shares; 2023Q2: 1,488 shares; 2023Q3: 1,400 shares; 2023Q4: 1,400 shares; 2024Q1: 2,000 shares 2,000 $47K 0.02% +600 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,265 shares; 2023Q1: 1,265 shares; 2023Q2: 1,265 shares; 2023Q3: 1,265 shares; 2023Q4: 1,265 shares; 2024Q1: 1,265 shares 1,265 $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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,557 shares; 2023Q1: 1,557 shares; 2023Q2: 749 shares; 2023Q3: 749 shares; 2023Q4: 590 shares; 2024Q1: 590 shares 590 $45.6K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,270 shares; 2023Q1: 4,270 shares; 2023Q2: 4,270 shares; 2023Q3: 4,270 shares; 2023Q4: 4,270 shares; 2024Q1: 4,270 shares 4,270 $45.1K 0.02% 0 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 915 shares; 2023Q1: 915 shares; 2023Q2: 915 shares; 2023Q3: 915 shares; 2023Q4: 915 shares; 2024Q1: 915 shares 915 $44.6K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,597 shares; 2023Q1: 4,736 shares; 2023Q2: 4,736 shares; 2023Q3: 4,962 shares; 2023Q4: 4,977 shares; 2024Q1: 4,977 shares 4,977 $44.3K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 500 shares 500 $44.1K 0.02% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,818 shares; 2023Q1: 1,818 shares; 2023Q2: 1,724 shares; 2023Q3: 1,724 shares; 2023Q4: 1,567 shares; 2024Q1: 1,567 shares 1,567 $43.1K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 309 shares; 2023Q3: 309 shares; 2023Q4: 309 shares; 2024Q1: 239 shares 239 $43.1K 0.02% -70 Timeline KXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 700 shares; 2023Q1: 700 shares; 2023Q2: 700 shares; 2023Q3: 700 shares; 2023Q4: 700 shares; 2024Q1: 700 shares 700 $42.7K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 514 shares; 2023Q1: 534 shares; 2023Q2: 535 shares; 2023Q3: 543 shares; 2023Q4: 543 shares; 2024Q1: 553 shares 553 $42.7K 0.02% +10 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 510 shares; 2023Q1: 510 shares; 2023Q2: 510 shares; 2023Q3: 510 shares; 2023Q4: 510 shares; 2024Q1: 510 shares 510 $42.3K 0.02% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 300 shares; 2023Q2: 320 shares; 2023Q3: 340 shares; 2023Q4: 391 shares; 2024Q1: 840 shares 840 $42.2K 0.02% +449 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 466 shares; 2023Q1: 466 shares; 2023Q2: 466 shares; 2023Q3: 466 shares; 2023Q4: 466 shares; 2024Q1: 466 shares 466 $42.1K 0.02% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 77 shares; 2023Q1: 77 shares; 2023Q2: 227 shares; 2023Q3: 183 shares; 2023Q4: 655 shares; 2024Q1: 183 shares 183 $42.1K 0.02% -472 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 942 shares; 2023Q1: 942 shares; 2023Q2: 942 shares; 2023Q3: 942 shares; 2023Q4: 742 shares; 2024Q1: 742 shares 742 $40.7K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 311 shares; 2023Q1: 311 shares; 2023Q2: 285 shares; 2023Q3: 311 shares; 2023Q4: 311 shares; 2024Q1: 311 shares 311 $40.6K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 333 shares; 2023Q1: 209 shares; 2023Q2: 209 shares; 2023Q3: 555 shares; 2023Q4: 555 shares; 2024Q1: 555 shares 555 $40.3K 0.02% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 750 shares; 2023Q1: 750 shares; 2023Q2: 750 shares; 2023Q3: 750 shares; 2023Q4: 750 shares; 2024Q1: 750 shares 750 $40.3K 0.02% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: 300 shares; 2024Q1: 300 shares 300 $39.3K 0.02% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 320 shares; 2023Q1: 320 shares; 2023Q2: 320 shares; 2023Q3: 320 shares; 2023Q4: 320 shares; 2024Q1: 320 shares 320 $38.9K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 555 shares; 2023Q1: 560 shares; 2023Q2: 572 shares; 2023Q3: 576 shares; 2023Q4: 580 shares; 2024Q1: 584 shares 584 $38.1K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,100 shares; 2023Q1: 2,100 shares; 2023Q2: 2,100 shares; 2023Q3: 2,100 shares; 2023Q4: 1,600 shares; 2024Q1: 1,600 shares 1,600 $38K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 337 shares; 2023Q2: 337 shares; 2023Q3: 337 shares; 2023Q4: 337 shares; 2024Q1: 337 shares 337 $37.8K 0.02% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,282 shares; 2024Q1: 1,282 shares 1,282 $37.4K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 968 shares; 2023Q1: 968 shares; 2023Q2: 790 shares; 2023Q3: 790 shares; 2023Q4: 790 shares; 2024Q1: 769 shares 769 $37.4K 0.02% -21 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,844 shares; 2023Q1: 2,906 shares; 2023Q2: 2,940 shares; 2023Q3: 2,976 shares; 2023Q4: 3,016 shares; 2024Q1: 3,064 shares 3,064 $37K 0.02% +48 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 760 shares; 2023Q1: 748 shares; 2023Q2: 748 shares; 2023Q3: 748 shares; 2023Q4: 748 shares; 2024Q1: 748 shares 748 $36.8K 0.02% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares 200 $36.5K 0.02% 0 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 389 shares; 2023Q1: 389 shares; 2023Q2: 389 shares; 2023Q3: 389 shares; 2023Q4: 389 shares; 2024Q1: 277 shares 277 $36.5K 0.02% -112 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 339 shares; 2023Q1: 339 shares; 2023Q2: 339 shares; 2023Q3: 339 shares; 2023Q4: 339 shares; 2024Q1: 339 shares 339 $36.5K 0.02% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 300 shares; 2023Q1: 300 shares; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: 300 shares; 2024Q1: 300 shares 300 $36.1K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 406 shares; 2023Q1: 316 shares; 2023Q2: 316 shares; 2023Q3: 316 shares; 2023Q4: 316 shares; 2024Q1: 316 shares 316 $36.1K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 581 shares; 2023Q2: 519 shares; 2023Q3: 463 shares; 2023Q4: 400 shares; 2024Q1: 391 shares 391 $35.5K 0.01% -9 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 788 shares; 2023Q1: 635 shares; 2023Q2: 1,190 shares; 2023Q3: 1,169 shares; 2023Q4: 381 shares; 2024Q1: 333 shares 333 $35.3K 0.01% -48 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,218 shares; 2023Q1: 2,218 shares; 2023Q2: 2,218 shares; 2023Q3: 1,737 shares; 2023Q4: 1,737 shares; 2024Q1: 1,737 shares 1,737 $35.3K 0.01% 0 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,091 shares; 2023Q1: 1,102 shares; 2023Q2: 1,113 shares; 2023Q3: 1,123 shares; 2023Q4: 1,132 shares; 2024Q1: 1,142 shares 1,142 $35.1K 0.01% +10 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 300 shares; 2023Q1: 300 shares; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: 300 shares; 2024Q1: 300 shares 300 $35K 0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 258 shares; 2023Q1: 258 shares; 2023Q2: 258 shares; 2023Q3: 258 shares; 2023Q4: 258 shares; 2024Q1: 229 shares 229 $34.1K 0.01% -29 Timeline DIM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 515 shares; 2023Q1: 519 shares; 2023Q2: 532 shares; 2023Q3: 535 shares; 2023Q4: 541 shares; 2024Q1: 542 shares 542 $34.1K 0.01% +1 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 939 shares; 2023Q4: 939 shares; 2024Q1: 939 shares 939 $34K 0.01% 0 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 992 shares; 2023Q1: 842 shares; 2023Q2: 461 shares; 2023Q3: 405 shares; 2023Q4: 366 shares; 2024Q1: 366 shares 366 $33.8K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,388 shares; 2023Q1: 1,098 shares; 2023Q2: 882 shares; 2023Q3: 882 shares; 2023Q4: 882 shares; 2024Q1: 882 shares 882 $33.2K 0.01% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 850 shares; 2023Q1: 850 shares; 2023Q2: 850 shares; 2023Q3: 850 shares; 2023Q4: 850 shares; 2024Q1: 850 shares 850 $33.1K 0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,346 shares; 2023Q1: 2,346 shares; 2023Q2: 2,346 shares; 2023Q3: 2,346 shares; 2023Q4: 2,346 shares; 2024Q1: 3,646 shares 3,646 $33.1K 0.01% +1,300 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 348 shares; 2023Q1: 349 shares; 2023Q2: 350 shares; 2023Q3: 351 shares; 2023Q4: 352 shares; 2024Q1: 353 shares 353 $32.9K 0.01% +1 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 265 shares; 2023Q1: 270 shares; 2023Q2: 270 shares; 2023Q3: 271 shares; 2023Q4: 270 shares; 2024Q1: 270 shares 270 $32.7K 0.01% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 169 shares; 2023Q1: 169 shares; 2023Q2: 169 shares; 2023Q3: 169 shares; 2023Q4: 169 shares; 2024Q1: 169 shares 169 $32.6K 0.01% 0 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 90 shares; 2023Q1: 90 shares; 2023Q2: 90 shares; 2023Q3: 90 shares; 2023Q4: 90 shares; 2024Q1: 90 shares 90 $32.3K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 661 shares; 2023Q1: 661 shares; 2023Q2: 271 shares; 2023Q3: 271 shares; 2023Q4: 271 shares; 2024Q1: 271 shares 271 $32.2K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,960 shares; 2023Q1: 2,968 shares; 2023Q2: 876 shares; 2023Q3: 884 shares; 2023Q4: 643 shares; 2024Q1: 652 shares 652 $32.1K 0.01% +9 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 125 shares; 2023Q1: 125 shares; 2023Q2: 125 shares; 2023Q3: 125 shares; 2023Q4: 125 shares; 2024Q1: 125 shares 125 $31.8K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 227 shares; 2023Q1: 227 shares; 2023Q2: 227 shares; 2023Q3: 227 shares; 2023Q4: 190 shares; 2024Q1: 190 shares 190 $31.3K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 50 shares; 2023Q1: 50 shares; 2023Q2: 50 shares; 2023Q3: 50 shares; 2023Q4: 50 shares; 2024Q1: 100 shares 100 $31.3K 0.01% +50 Timeline FTS FORTIS INC More: the full row for FORTIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 779 shares; 2023Q2: 779 shares; 2023Q3: 779 shares; 2023Q4: 779 shares; 2024Q1: 779 shares 779 $30.8K 0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 200 shares; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares 200 $30.7K 0.01% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 75 shares; 2023Q1: 75 shares; 2023Q2: 75 shares; 2023Q3: 98 shares; 2023Q4: 98 shares; 2024Q1: 98 shares 98 $30.6K 0.01% 0 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 296 shares 296 $29.8K 0.01% new Timeline KSS KOHLS CORP More: the full row for KOHLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 613 shares; 2023Q2: 831 shares; 2023Q3: 851 shares; 2023Q4: 1,019 shares; 2024Q1: 1,019 shares 1,019 $29.7K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 591 shares; 2023Q1: 591 shares; 2023Q2: 591 shares; 2023Q3: 591 shares; 2023Q4: 591 shares; 2024Q1: 591 shares 591 $29.6K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 190 shares; 2023Q1: 190 shares; 2023Q2: 190 shares; 2023Q3: 190 shares; 2023Q4: 190 shares; 2024Q1: 190 shares 190 $29.4K 0.01% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 11,519 shares; 2023Q1: 11,398 shares; 2023Q2: 4,569 shares; 2023Q3: 1,206 shares; 2023Q4: 803 shares; 2024Q1: 560 shares 560 $29.2K 0.01% -243 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 423 shares; 2023Q2: 636 shares; 2023Q3: 636 shares; 2023Q4: 1,000 shares; 2024Q1: 1,005 shares 1,005 $28K 0.01% +5 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 67 shares; 2023Q1: 67 shares; 2023Q2: 67 shares; 2023Q3: 48 shares; 2023Q4: 48 shares; 2024Q1: 48 shares 48 $27.9K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 580 shares; 2023Q1: 580 shares; 2023Q2: 580 shares; 2023Q3: 663 shares; 2023Q4: 663 shares; 2024Q1: 663 shares 663 $27.8K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 625 shares; 2023Q1: 625 shares; 2023Q2: 625 shares; 2023Q3: 625 shares; 2023Q4: 625 shares; 2024Q1: 625 shares 625 $27.8K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 27 shares; 2023Q1: 27 shares; 2023Q2: 27 shares; 2023Q3: 27 shares; 2023Q4: 27 shares; 2024Q1: 27 shares 27 $26.2K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,667 shares; 2023Q1: 2,667 shares; 2023Q2: 2,667 shares; 2023Q3: 2,400 shares; 2023Q4: 2,400 shares; 2024Q1: 2,400 shares 2,400 $26.1K 0.01% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 75 shares 75 $26K 0.01% new Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,101 shares; 2023Q4: 1,102 shares; 2024Q1: 1,203 shares 1,203 $25.8K 0.01% +101 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 169 shares; 2023Q1: 169 shares; 2023Q2: 183 shares; 2023Q3: 453 shares; 2023Q4: 492 shares; 2024Q1: 527 shares 527 $25.5K 0.01% +35 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 218 shares; 2023Q1: 218 shares; 2023Q2: 218 shares; 2023Q3: 218 shares; 2023Q4: 218 shares; 2024Q1: 218 shares 218 $25.2K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 533 shares; 2023Q1: 533 shares; 2023Q2: 533 shares; 2023Q3: 5 shares; 2023Q4: 1,171 shares; 2024Q1: 1,801 shares 1,801 $25.2K 0.01% +630 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,670 shares; 2023Q4: 1,670 shares; 2024Q1: 1,670 shares 1,670 $25K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 200 shares; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares 200 $24.6K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 500 shares 500 $23.9K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 217 shares; 2023Q1: 657 shares; 2023Q2: 657 shares; 2023Q3: 657 shares; 2023Q4: 440 shares; 2024Q1: 657 shares 657 $23.8K 0.01% +217 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,050 shares; 2023Q1: 4,050 shares; 2023Q2: 4,050 shares; 2023Q3: 4,050 shares; 2023Q4: 2,300 shares; 2024Q1: 5,063 shares 5,063 $23.8K 0.01% +2,763 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,148 shares; 2023Q1: 1,148 shares; 2023Q2: 231 shares; 2023Q3: 231 shares; 2023Q4: 403 shares; 2024Q1: 403 shares 403 $23.4K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 45 shares; 2023Q1: 45 shares; 2023Q2: 45 shares; 2023Q3: 45 shares; 2023Q4: 45 shares; 2024Q1: 45 shares 45 $23.3K 0.01% 0 Timeline EBF ENNIS INC More: the full row for ENNIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,070 shares; 2023Q1: 1,083 shares; 2023Q2: 1,097 shares; 2023Q3: 1,110 shares; 2023Q4: 1,122 shares; 2024Q1: 1,136 shares 1,136 $23.3K 0.01% +14 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 140 shares; 2023Q1: 233 shares; 2023Q2: 192 shares; 2023Q3: 392 shares; 2023Q4: 428 shares; 2024Q1: 428 shares 428 $23.2K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,100 shares; 2023Q1: 1,100 shares; 2023Q2: 1,100 shares; 2023Q3: 1,100 shares; 2023Q4: 1,100 shares; 2024Q1: 1,100 shares 1,100 $23.1K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 204 shares; 2023Q1: 193 shares; 2023Q2: 243 shares; 2023Q3: 243 shares; 2023Q4: 243 shares; 2024Q1: 243 shares 243 $22.8K 0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 138 shares; 2023Q1: 138 shares; 2023Q2: 138 shares; 2023Q3: 690 shares; 2023Q4: 690 shares; 2024Q1: 690 shares 690 $22.7K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 15 shares; 2023Q1: 15 shares; 2023Q2: 15 shares; 2023Q3: 15 shares; 2023Q4: 15 shares; 2024Q1: 15 shares 15 $22.7K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 344 shares; 2023Q1: 344 shares; 2023Q2: 344 shares; 2023Q3: 344 shares; 2023Q4: 344 shares; 2024Q1: 375 shares 375 $22.6K 0.01% +31 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 700 shares; 2023Q1: 754 shares; 2023Q2: 2,254 shares; 2023Q3: 2,254 shares; 2023Q4: 754 shares; 2024Q1: 754 shares 754 $22.3K 0.01% 0 Timeline ARISTA NETWORKS INC ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 152 shares; 2023Q1: 152 shares; 2023Q2: 152 shares; 2023Q3: 152 shares; 2023Q4: 77 shares; 2024Q1: 77 shares 77 $22.3K 0.01% 0 ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 152 shares; 2023Q1: 152 shares; 2023Q2: 152 shares; 2023Q3: 152 shares; 2023Q4: 152 shares; 2024Q1: 152 shares 152 $22.3K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 72 shares; 2023Q1: 72 shares; 2023Q2: 72 shares; 2023Q3: 72 shares; 2023Q4: 72 shares; 2024Q1: 360 shares 360 $22.3K 0.01% +288 Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,071 shares; 2024Q1: 1,071 shares 1,071 $22.2K 0.01% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 212 shares; 2023Q1: 212 shares; 2023Q2: 212 shares; 2023Q3: 212 shares; 2023Q4: 187 shares; 2024Q1: 187 shares 187 $22K 0.01% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 6 shares; 2023Q1: 6 shares; 2023Q2: 6 shares; 2023Q3: 6 shares; 2023Q4: 6 shares; 2024Q1: 6 shares 6 $21.8K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 600 shares; 2023Q4: 814 shares; 2024Q1: 831 shares 831 $21.8K 0.01% +17 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 426 shares; 2023Q1: 426 shares; 2023Q2: 211 shares; 2023Q3: 211 shares; 2023Q4: 212 shares; 2024Q1: 212 shares 212 $21.7K 0.01% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 107 shares; 2023Q1: 107 shares; 2023Q2: 103 shares; 2023Q3: 103 shares; 2023Q4: 103 shares; 2024Q1: 103 shares 103 $21.3K 0.01% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,118 shares; 2023Q1: 1,118 shares; 2023Q2: 1,118 shares; 2023Q3: 1,118 shares; 2023Q4: 1,118 shares; 2024Q1: 922 shares 922 $21.2K 0.01% -196 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 503 shares; 2023Q1: 503 shares; 2023Q2: 504 shares; 2023Q3: not reported; 2023Q4: 500 shares; 2024Q1: 500 shares 500 $21.2K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 235 shares; 2023Q2: 245 shares; 2023Q3: 245 shares; 2023Q4: 245 shares; 2024Q1: 245 shares 245 $21.1K 0.01% 0 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,291 shares; 2023Q1: 1,436 shares; 2023Q2: 491 shares; 2023Q3: 415 shares; 2023Q4: not reported; 2024Q1: 461 shares 461 $21K 0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,650 shares; 2023Q1: 1,650 shares; 2023Q2: 1,650 shares; 2023Q3: 1,650 shares; 2023Q4: 1,650 shares; 2024Q1: 1,650 shares 1,650 $21K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,035 shares; 2023Q1: 2,035 shares; 2023Q2: 2,035 shares; 2023Q3: 2,035 shares; 2023Q4: 2,035 shares; 2024Q1: 2,035 shares 2,035 $20.9K 0.01% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 270 shares; 2023Q1: 270 shares; 2023Q2: 270 shares; 2023Q3: 270 shares; 2023Q4: 573 shares; 2024Q1: 575 shares 575 $20.6K 0.01% +2 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 77 shares; 2023Q1: 77 shares; 2023Q2: 77 shares; 2023Q3: 78 shares; 2023Q4: 78 shares; 2024Q1: 78 shares 78 $20.5K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,000 shares; 2023Q1: 2,000 shares; 2023Q2: 2,000 shares; 2023Q3: 2,000 shares; 2023Q4: 2,000 shares; 2024Q1: 2,000 shares 2,000 $20.3K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,291 shares; 2023Q1: 2,217 shares; 2023Q2: 627 shares; 2023Q3: 267 shares; 2023Q4: 207 shares; 2024Q1: 186 shares 186 $20K 0.01% -21 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,006 shares; 2023Q1: 2,006 shares; 2023Q2: 662 shares; 2023Q3: 662 shares; 2023Q4: 662 shares; 2024Q1: 662 shares 662 $19.7K 0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: 300 shares; 2024Q1: 300 shares 300 $19.6K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 1,607 shares; 2023Q2: 1,607 shares; 2023Q3: 1,607 shares; 2023Q4: 1,607 shares; 2024Q1: 1,607 shares 1,607 $19.5K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 49 shares; 2023Q1: 179 shares; 2023Q2: 49 shares; 2023Q3: 49 shares; 2023Q4: 49 shares; 2024Q1: 49 shares 49 $19.5K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 50 shares; 2023Q1: 50 shares; 2023Q2: 50 shares; 2023Q3: 50 shares; 2023Q4: 60 shares; 2024Q1: 60 shares 60 $19.2K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 127 shares; 2023Q1: 127 shares; 2023Q2: 127 shares; 2023Q3: 127 shares; 2023Q4: 127 shares; 2024Q1: 127 shares 127 $18.9K 0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 165 shares; 2023Q1: 165 shares; 2023Q2: 165 shares; 2023Q3: 165 shares; 2023Q4: 165 shares; 2024Q1: 165 shares 165 $18.6K 0.01% 0 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 98 shares; 2023Q1: 98 shares; 2023Q2: 98 shares; 2023Q3: 98 shares; 2023Q4: 98 shares; 2024Q1: 98 shares 98 $18.5K 0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 15 shares; 2023Q1: 15 shares; 2023Q2: 15 shares; 2023Q3: 25 shares; 2023Q4: 25 shares; 2024Q1: 25 shares 25 $18K 0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,732 shares; 2023Q1: 1,732 shares; 2023Q2: 1,732 shares; 2023Q3: 1,732 shares; 2023Q4: 1,732 shares; 2024Q1: 1,732 shares 1,732 $17.9K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 559 shares; 2023Q1: 559 shares; 2023Q2: 759 shares; 2023Q3: 600 shares; 2023Q4: 600 shares; 2024Q1: 600 shares 600 $17.9K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 114 shares; 2023Q1: 114 shares; 2023Q2: 1,114 shares; 2023Q3: 1,000 shares; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares 1,000 $17.7K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 40 shares; 2023Q1: 40 shares; 2023Q2: 40 shares; 2023Q3: 40 shares; 2023Q4: 40 shares; 2024Q1: 40 shares 40 $17.4K 0.01% 0 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 300 shares 300 $16.9K 0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 500 shares; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 500 shares 500 $16.8K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 185 shares; 2023Q3: 185 shares; 2023Q4: 185 shares; 2024Q1: 185 shares 185 $16.5K 0.01% 0 Timeline 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 350 shares; 2023Q3: 350 shares; 2023Q4: 350 shares; 2024Q1: 350 shares 350 $16.5K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 140 shares; 2023Q1: 140 shares; 2023Q2: 160 shares; 2023Q3: 160 shares; 2023Q4: 160 shares; 2024Q1: 160 shares 160 $16.2K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 431 shares; 2024Q1: 436 shares 436 $16K 0.01% +5 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 637 shares; 2023Q1: 637 shares; 2023Q2: 637 shares; 2023Q3: 637 shares; 2023Q4: 637 shares; 2024Q1: 637 shares 637 $15.9K 0.01% 0 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 248 shares 248 $15.9K 0.01% new Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 200 shares 200 $15.6K 0.01% new Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 45 shares; 2023Q1: 45 shares; 2023Q2: 45 shares; 2023Q3: 45 shares; 2023Q4: 45 shares; 2024Q1: 45 shares 45 $15.6K 0.01% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,010 shares; 2023Q1: 1,056 shares; 2023Q2: 1,156 shares; 2023Q3: 1,209 shares; 2023Q4: 1,265 shares; 2024Q1: 1,253 shares 1,253 $15K 0.01% -12 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 450 shares; 2023Q1: 450 shares; 2023Q2: 450 shares; 2023Q3: 450 shares; 2023Q4: 450 shares; 2024Q1: 450 shares 450 $15K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 51 shares; 2023Q1: 51 shares; 2023Q2: 51 shares; 2023Q3: 51 shares; 2023Q4: 51 shares; 2024Q1: 51 shares 51 $14.9K 0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 55 shares; 2023Q1: 55 shares; 2023Q2: 55 shares; 2023Q3: 55 shares; 2023Q4: 55 shares; 2024Q1: 55 shares 55 $14.6K 0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 276 shares; 2023Q1: 270 shares; 2023Q2: 270 shares; 2023Q3: 270 shares; 2023Q4: 270 shares; 2024Q1: 320 shares 320 $14.5K 0.01% +50 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 678 shares; 2023Q1: 678 shares; 2023Q2: 678 shares; 2023Q3: 698 shares; 2023Q4: 698 shares; 2024Q1: 698 shares 698 $14.4K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 70 shares; 2023Q1: 70 shares; 2023Q2: 70 shares; 2023Q3: 70 shares; 2023Q4: 70 shares; 2024Q1: 70 shares 70 $14.4K 0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 8,815 shares; 2023Q1: 8,815 shares; 2023Q2: 7,340 shares; 2023Q3: 2,708 shares; 2023Q4: 1,670 shares; 2024Q1: 1,670 shares 1,670 $14.4K 0.01% 0 Timeline WALGREENS BOOTS ALLIANCE INC WALGREENS BOOTS ALLIANCE INC More: the full row for WALGREENS BOOTS ALLIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 200 shares; 2023Q1: 403 shares; 2023Q2: 409 shares; 2023Q3: 622 shares; 2023Q4: 735 shares; 2024Q1: 643 shares 643 $13.9K 0.01% -92 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 500 shares; 2023Q1: 600 shares; 2023Q2: 600 shares; 2023Q3: 600 shares; 2023Q4: 600 shares; 2024Q1: 600 shares 600 $13.9K 0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,500 shares; 2023Q1: 3,500 shares; 2023Q2: 5,500 shares; 2023Q3: 5,500 shares; 2023Q4: 7,000 shares; 2024Q1: 8,000 shares 8,000 $13.9K 0.01% +1,000 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 67 shares; 2023Q1: 67 shares; 2023Q2: 67 shares; 2023Q3: 67 shares; 2023Q4: 67 shares; 2024Q1: 67 shares 67 $13.7K 0.01% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 176 shares; 2023Q1: 176 shares; 2023Q2: 176 shares; 2023Q3: 176 shares; 2023Q4: 176 shares; 2024Q1: 176 shares 176 $13.7K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 50 shares; 2023Q1: 50 shares; 2023Q2: 50 shares; 2023Q3: 50 shares; 2023Q4: 50 shares; 2024Q1: 50 shares 50 $13.3K 0.01% 0 ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 331 shares; 2023Q1: 331 shares; 2023Q2: 200 shares; 2023Q3: 172 shares; 2023Q4: 172 shares; 2024Q1: 100 shares 100 $13.2K 0.01% -72 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 550 shares; 2023Q1: 550 shares; 2023Q2: 550 shares; 2023Q3: 550 shares; 2023Q4: 550 shares; 2024Q1: 550 shares 550 $13.1K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 130 shares; 2023Q1: 201 shares; 2023Q2: 212 shares; 2023Q3: 238 shares; 2023Q4: 227 shares; 2024Q1: 228 shares 228 $13.1K 0.01% +1 Timeline TE CONNECTIVITY LTD TE CONNECTIVITY LTD More: the full row for TE CONNECTIVITY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 90 shares; 2023Q1: 90 shares; 2023Q2: 90 shares; 2023Q3: 90 shares; 2023Q4: 90 shares; 2024Q1: 90 shares 90 $13.1K 0.01% 0 PICK ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 312 shares; 2023Q1: 312 shares; 2023Q2: 312 shares; 2023Q3: 312 shares; 2023Q4: 312 shares; 2024Q1: 312 shares 312 $13K 0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 22 shares; 2023Q1: 30 shares; 2023Q2: 30 shares; 2023Q3: 38 shares; 2023Q4: 43 shares; 2024Q1: 43 shares 43 $13K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 300 shares; 2023Q1: 300 shares; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: 300 shares; 2024Q1: 300 shares 300 $12.9K 0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 341 shares; 2023Q1: 170 shares; 2023Q2: 170 shares; 2023Q3: 170 shares; 2023Q4: 170 shares; 2024Q1: 170 shares 170 $12.9K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,411 shares; 2023Q1: 1,411 shares; 2023Q2: 1,411 shares; 2023Q3: 1,411 shares; 2023Q4: 850 shares; 2024Q1: 850 shares 850 $12.9K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 191 shares; 2023Q1: 191 shares; 2023Q2: 191 shares; 2023Q3: 191 shares; 2023Q4: 191 shares; 2024Q1: 191 shares 191 $12.9K 0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 40 shares; 2023Q1: 40 shares; 2023Q2: 50 shares; 2023Q3: 50 shares; 2023Q4: 50 shares; 2024Q1: 50 shares 50 $12.4K 0.01% 0 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 150 shares 150 $11.9K <0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 155 shares; 2023Q1: 155 shares; 2023Q2: 155 shares; 2023Q3: 155 shares; 2023Q4: 155 shares; 2024Q1: 160 shares 160 $11.8K <0.01% +5 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 143 shares; 2023Q1: 143 shares; 2023Q2: 143 shares; 2023Q3: 143 shares; 2023Q4: 143 shares; 2024Q1: 143 shares 143 $11.5K <0.01% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 110 shares; 2023Q1: 110 shares; 2023Q2: 110 shares; 2023Q3: 110 shares; 2023Q4: 277 shares; 2024Q1: 110 shares 110 $11.3K <0.01% -167 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 744 shares; 2023Q1: 344 shares; 2023Q2: 263 shares; 2023Q3: 263 shares; 2023Q4: 263 shares; 2024Q1: 263 shares 263 $11.3K <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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 150 shares; 2023Q1: 150 shares; 2023Q2: 150 shares; 2023Q3: 150 shares; 2023Q4: 150 shares; 2024Q1: 150 shares 150 $11.3K <0.01% 0 Timeline 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 500 shares; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 500 shares 500 $11.1K <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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,570 shares; 2023Q1: 1,545 shares; 2023Q2: 1,545 shares; 2023Q3: 1,545 shares; 2023Q4: 1,545 shares; 2024Q1: 1,545 shares 1,545 $11K <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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 107 shares; 2023Q1: 107 shares; 2023Q2: 107 shares; 2023Q3: 107 shares; 2023Q4: 107 shares; 2024Q1: 107 shares 107 $11K <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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 106 shares; 2023Q1: 106 shares; 2023Q2: 106 shares; 2023Q3: 106 shares; 2023Q4: 106 shares; 2024Q1: 106 shares 106 $11K <0.01% 0 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 400 shares; 2023Q1: 400 shares; 2023Q2: 400 shares; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares 200 $10.9K <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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 23 shares; 2023Q1: 23 shares; 2023Q2: 19 shares; 2023Q3: 19 shares; 2023Q4: 19 shares; 2024Q1: 19 shares 19 $10.6K <0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 272 shares; 2023Q1: 452 shares; 2023Q2: 604 shares; 2023Q3: 780 shares; 2023Q4: 780 shares; 2024Q1: 532 shares 532 $10.5K <0.01% -248 MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 305 shares; 2023Q1: 305 shares; 2023Q2: 305 shares; 2023Q3: 305 shares; 2023Q4: 305 shares; 2024Q1: 141 shares 141 $10.4K <0.01% -164 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 244 shares; 2023Q1: 244 shares; 2023Q2: 244 shares; 2023Q3: 244 shares; 2023Q4: 244 shares; 2024Q1: 244 shares 244 $10.4K <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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 300 shares; 2023Q1: 300 shares; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: 300 shares; 2024Q1: 300 shares 300 $10.4K <0.01% 0 Timeline 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,334 shares; 2023Q1: 2,392 shares; 2023Q2: 2,450 shares; 2023Q3: 2,509 shares; 2023Q4: 2,570 shares; 2024Q1: 2,632 shares 2,632 $10.2K <0.01% +62 Timeline MSOS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,021 shares; 2023Q1: 2,021 shares; 2023Q2: 1,009 shares; 2023Q3: 1,009 shares; 2023Q4: 1,009 shares; 2024Q1: 1,009 shares 1,009 $10.1K <0.01% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 90 shares; 2023Q2: 90 shares; 2023Q3: 90 shares; 2023Q4: 90 shares; 2024Q1: 136 shares 136 $9.86K <0.01% +46 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 161 shares; 2023Q2: 161 shares; 2023Q3: 161 shares; 2023Q4: 161 shares; 2024Q1: 161 shares 161 $9.84K <0.01% 0 Timeline NEW YORK COMMUNITY BANCORP NEW YORK COMMUNITY BANCORP More: the full row for NEW YORK COMMUNITY BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 51,861 shares; 2023Q1: 51,861 shares; 2023Q2: 51,861 shares; 2023Q3: 51,861 shares; 2023Q4: not reported; 2024Q1: 3,000 shares 3,000 $9.66K <0.01% new VIPER ENERGY INC-CL A VIPER ENERGY INC-CL A More: the full row for VIPER ENERGY INC-CL A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 250 shares; 2024Q1: 250 shares 250 $9.62K <0.01% 0 AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3 shares; 2023Q1: 3 shares; 2023Q2: 3 shares; 2023Q3: 3 shares; 2023Q4: 3 shares; 2024Q1: 3 shares 3 $9.46K <0.01% 0 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 49 shares; 2023Q1: 49 shares; 2023Q2: 49 shares; 2023Q3: 49 shares; 2023Q4: 49 shares; 2024Q1: 49 shares 49 $9.44K <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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 15 shares; 2023Q1: 15 shares; 2023Q2: 15 shares; 2023Q3: 15 shares; 2023Q4: 15 shares; 2024Q1: 15 shares 15 $9.4K <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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 277 shares; 2023Q1: 277 shares; 2023Q2: 277 shares; 2023Q3: 277 shares; 2023Q4: 277 shares; 2024Q1: 277 shares 277 $9.36K <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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 300 shares; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: 300 shares; 2024Q1: 300 shares 300 $9.35K <0.01% 0 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 43 shares; 2023Q1: 75 shares; 2023Q2: 75 shares; 2023Q3: 75 shares; 2023Q4: 75 shares; 2024Q1: 75 shares 75 $9.27K <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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,081 shares; 2023Q1: 1,081 shares; 2023Q2: 1,081 shares; 2023Q3: 1,081 shares; 2023Q4: 1,081 shares; 2024Q1: 1,081 shares 1,081 $9.19K <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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 300 shares; 2024Q1: 304 shares 304 $9.05K <0.01% +4 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 212 shares; 2023Q1: 212 shares; 2023Q2: 212 shares; 2023Q3: 212 shares; 2023Q4: 212 shares; 2024Q1: 212 shares 212 $9.02K <0.01% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 50 shares; 2024Q1: 65 shares 65 $8.84K <0.01% +15 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 800 shares; 2023Q1: 800 shares; 2023Q2: 800 shares; 2023Q3: 800 shares; 2023Q4: 800 shares; 2024Q1: 800 shares 800 $8.69K <0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 208 shares; 2023Q1: 208 shares; 2023Q2: 208 shares; 2023Q3: 208 shares; 2023Q4: 208 shares; 2024Q1: 208 shares 208 $8.65K <0.01% 0 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 285 shares; 2023Q1: 285 shares; 2023Q2: 285 shares; 2023Q3: 285 shares; 2023Q4: 285 shares; 2024Q1: 285 shares 285 $8.64K <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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 68 shares; 2023Q1: 68 shares; 2023Q2: 68 shares; 2023Q3: 68 shares; 2023Q4: 68 shares; 2024Q1: 53 shares 53 $8.56K <0.01% -15 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,315 shares; 2023Q1: 1,315 shares; 2023Q2: 1,315 shares; 2023Q3: 1,315 shares; 2023Q4: 1,315 shares; 2024Q1: 1,315 shares 1,315 $8.46K <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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,465 shares; 2023Q1: 1,465 shares; 2023Q2: 1,465 shares; 2023Q3: 1,465 shares; 2023Q4: 1,465 shares; 2024Q1: 1,465 shares 1,465 $8.09K <0.01% 0 Timeline