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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 501,373 shares; 2024Q2: 481,549 shares; 2024Q3: 476,034 shares; 2024Q4: 480,751 shares 480,751 $43.5M 8.54% +4,717 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 52,527 shares; 2024Q2: 56,254 shares; 2024Q3: 56,194 shares; 2024Q4: 60,502 shares 60,502 $32.6M 6.41% +4,308 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 409,929 shares; 2024Q2: 406,874 shares; 2024Q3: 406,866 shares; 2024Q4: 405,187 shares 405,187 $30.3M 5.95% -1,679 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 70,575 shares; 2024Q2: 64,915 shares; 2024Q3: 64,208 shares; 2024Q4: 58,898 shares 58,898 $23.7M 4.65% -5,310 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 273,413 shares; 2024Q2: 272,744 shares; 2024Q3: 280,304 shares; 2024Q4: 266,484 shares 266,484 $21.7M 4.26% -13,820 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 292,600 shares; 2024Q2: 299,681 shares; 2024Q3: 301,290 shares; 2024Q4: 788,881 shares 788,881 $21.6M 4.24% +487,591 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 104,793 shares; 2024Q2: 95,430 shares; 2024Q3: 91,211 shares; 2024Q4: 83,930 shares 83,930 $16.4M 3.23% -7,281 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 90,766 shares; 2024Q2: 90,577 shares; 2024Q3: 90,696 shares; 2024Q4: 58,890 shares 58,890 $14.7M 2.9% -31,806 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 26,511 shares; 2024Q2: 25,107 shares; 2024Q3: 25,236 shares; 2024Q4: 24,088 shares 24,088 $14.2M 2.78% -1,148 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 82,087 shares; 2024Q2: 73,891 shares; 2024Q3: 73,768 shares; 2024Q4: 67,927 shares 67,927 $12.6M 2.47% -5,841 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 157,014 shares; 2024Q2: 175,857 shares; 2024Q3: 185,184 shares; 2024Q4: 228,554 shares 228,554 $11.6M 2.27% +43,370 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 206,369 shares; 2024Q2: 186,159 shares; 2024Q3: 185,488 shares; 2024Q4: 149,185 shares 149,185 $10.4M 2.05% -36,303 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 60,968 shares; 2024Q2: 59,317 shares; 2024Q3: 58,185 shares; 2024Q4: 58,009 shares 58,009 $9.52M 1.87% -176 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 14,379 shares; 2024Q2: 16,976 shares; 2024Q3: 18,957 shares; 2024Q4: 20,409 shares 20,409 $9.25M 1.82% +1,452 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 30,870 shares; 2024Q2: 30,319 shares; 2024Q3: 30,640 shares; 2024Q4: 31,212 shares 31,212 $9.05M 1.78% +572 Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 87,185 shares; 2024Q2: 81,867 shares; 2024Q3: 81,518 shares; 2024Q4: 78,582 shares 78,582 $8.99M 1.77% -2,936 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 36,856 shares; 2024Q2: 36,882 shares; 2024Q3: 36,845 shares; 2024Q4: 36,307 shares 36,307 $7.97M 1.57% -538 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 163,354 shares; 2024Q2: 182,109 shares; 2024Q3: 184,759 shares; 2024Q4: 178,378 shares 178,378 $7.51M 1.48% -6,381 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 30,320 shares; 2024Q2: 27,176 shares; 2024Q3: 26,694 shares; 2024Q4: 25,528 shares 25,528 $7.35M 1.44% -1,166 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 277,556 shares; 2024Q2: 366,789 shares; 2024Q3: 375,934 shares; 2024Q4: 433,779 shares 433,779 $7.31M 1.44% +57,845 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,674 shares; 2024Q2: 12,049 shares; 2024Q3: 11,971 shares; 2024Q4: 11,948 shares 11,948 $7.03M 1.38% -23 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 157,815 shares; 2024Q2: 148,722 shares; 2024Q3: 149,039 shares; 2024Q4: 147,586 shares 147,586 $6.5M 1.28% -1,453 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 31,485 shares; 2024Q2: 31,640 shares; 2024Q3: 31,741 shares; 2024Q4: 14,255 shares 14,255 $6.01M 1.18% -17,486 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 105,429 shares; 2024Q2: 106,718 shares; 2024Q3: 108,905 shares; 2024Q4: 97,876 shares 97,876 $4.68M 0.92% -11,029 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,345 shares; 2024Q2: 32,403 shares; 2024Q3: 36,167 shares; 2024Q4: 33,771 shares 33,771 $4.54M 0.89% -2,396 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 84,980 shares; 2024Q2: 83,650 shares; 2024Q3: 86,566 shares; 2024Q4: 78,659 shares 78,659 $4.46M 0.88% -7,907 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,235 shares; 2024Q2: 14,302 shares; 2024Q3: 19,283 shares; 2024Q4: 66,116 shares 66,116 $4.43M 0.87% +46,833 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 59,283 shares; 2024Q2: 57,775 shares; 2024Q3: 57,651 shares; 2024Q4: 56,162 shares 56,162 $4.25M 0.83% -1,489 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,183 shares; 2024Q2: 7,219 shares; 2024Q3: 8,881 shares; 2024Q4: 22,182 shares 22,182 $3.76M 0.74% +13,301 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 15,530 shares; 2024Q2: 17,071 shares; 2024Q3: 16,774 shares; 2024Q4: 16,458 shares 16,458 $3.64M 0.71% -316 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 30,766 shares; 2024Q2: 29,262 shares; 2024Q3: 30,600 shares; 2024Q4: 29,658 shares 29,658 $3.2M 0.63% -942 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 22,414 shares; 2024Q2: 21,855 shares; 2024Q3: 21,017 shares; 2024Q4: 20,744 shares 20,744 $3M 0.59% -273 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,387 shares; 2024Q2: 1,343 shares; 2024Q3: 13,344 shares; 2024Q4: 12,709 shares 12,709 $2.95M 0.58% -635 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 36,845 shares; 2024Q2: 26,858 shares; 2024Q3: 26,737 shares; 2024Q4: 14,801 shares 14,801 $2.59M 0.51% -11,936 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 56,671 shares; 2024Q2: 56,263 shares; 2024Q3: 57,855 shares; 2024Q4: 53,951 shares 53,951 $2.5M 0.49% -3,904 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 66,851 shares; 2024Q2: 65,852 shares; 2024Q3: 66,988 shares; 2024Q4: 68,428 shares 68,428 $2.41M 0.47% +1,440 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 15,152 shares; 2024Q2: 15,053 shares; 2024Q3: 15,106 shares; 2024Q4: 3,864 shares 3,864 $2.26M 0.44% -11,242 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 19,893 shares; 2024Q2: 21,412 shares; 2024Q3: 21,959 shares; 2024Q4: 21,982 shares 21,982 $2.23M 0.44% +23 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 123,101 shares; 2024Q2: 133,148 shares; 2024Q3: 136,923 shares; 2024Q4: 164,511 shares 164,511 $2.23M 0.44% +27,588 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,220 shares; 2024Q2: 5,228 shares; 2024Q3: 5,203 shares; 2024Q4: 5,233 shares 5,233 $2.15M 0.42% +30 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,167 shares; 2024Q2: 10,733 shares; 2024Q3: 10,771 shares; 2024Q4: 10,807 shares 10,807 $2.06M 0.41% +36 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 12,852 shares; 2024Q2: 12,842 shares; 2024Q3: 12,362 shares; 2024Q4: 11,631 shares 11,631 $2.01M 0.39% -731 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 30,822 shares; 2024Q2: 30,974 shares; 2024Q3: 30,739 shares; 2024Q4: 10,177 shares 10,177 $1.94M 0.38% -20,562 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 18,250 shares; 2024Q2: 20,580 shares; 2024Q3: 17,028 shares; 2024Q4: 17,088 shares 17,088 $1.93M 0.38% +60 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,058 shares; 2024Q2: 10,247 shares; 2024Q3: 10,708 shares; 2024Q4: 10,343 shares 10,343 $1.84M 0.36% -365 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 43,199 shares; 2024Q2: 45,675 shares; 2024Q3: 46,660 shares; 2024Q4: 48,968 shares 48,968 $1.82M 0.36% +2,308 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 16,527 shares; 2024Q2: 15,866 shares; 2024Q3: 15,757 shares; 2024Q4: 15,740 shares 15,740 $1.81M 0.36% -17 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 68,345 shares; 2024Q2: 67,387 shares; 2024Q3: 73,752 shares; 2024Q4: 40,688 shares 40,688 $1.79M 0.35% -33,064 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,161 shares; 2024Q2: 3,281 shares; 2024Q3: 3,435 shares; 2024Q4: 48,905 shares 48,905 $1.78M 0.35% +45,470 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 27,539 shares; 2024Q2: 27,674 shares; 2024Q3: 27,396 shares; 2024Q4: 8,463 shares 8,463 $1.6M 0.31% -18,933 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,252 shares; 2024Q2: 6,256 shares; 2024Q3: 6,285 shares; 2024Q4: 6,302 shares 6,302 $1.51M 0.3% +17 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 21,524 shares; 2024Q2: 21,530 shares; 2024Q3: 19,571 shares; 2024Q4: 19,012 shares 19,012 $1.47M 0.29% -559 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,280 shares; 2024Q2: 4,290 shares; 2024Q3: 4,620 shares; 2024Q4: 4,525 shares 4,525 $1.46M 0.29% -95 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,799 shares; 2024Q2: 5,810 shares; 2024Q3: 5,891 shares; 2024Q4: 5,458 shares 5,458 $1.31M 0.26% -433 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 18,220 shares; 2024Q2: 19,680 shares; 2024Q3: 19,463 shares; 2024Q4: 19,960 shares 19,960 $1.24M 0.24% +497 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,129 shares; 2024Q2: 5,125 shares; 2024Q3: 5,125 shares; 2024Q4: 5,117 shares 5,117 $1.24M 0.24% -8 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 18,396 shares; 2024Q2: 18,341 shares; 2024Q3: 18,279 shares; 2024Q4: 18,065 shares 18,065 $1.19M 0.23% -214 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 32,573 shares; 2024Q2: 46,012 shares; 2024Q3: 47,214 shares; 2024Q4: 47,534 shares 47,534 $1.17M 0.23% +320 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 905 shares; 2024Q2: 11,491 shares; 2024Q3: 10,546 shares; 2024Q4: 9,440 shares 9,440 $1.15M 0.23% -1,106 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 15,339 shares; 2024Q2: 15,299 shares; 2024Q3: 15,291 shares; 2024Q4: 43,686 shares 43,686 $1.14M 0.22% +28,395 Timeline AVIDXCHANGE HOLDINGS INC AVIDXCHANGE HOLDINGS INC More: the full row for AVIDXCHANGE HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 119,365 shares; 2024Q2: 119,365 shares; 2024Q3: 119,365 shares; 2024Q4: 104,586 shares 104,586 $1.08M 0.21% -14,779 FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 16,166 shares; 2024Q2: 15,167 shares; 2024Q3: 15,301 shares; 2024Q4: 46,120 shares 46,120 $1.07M 0.21% +30,819 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 13,968 shares; 2024Q2: 13,331 shares; 2024Q3: 11,619 shares; 2024Q4: 11,793 shares 11,793 $1.05M 0.21% +174 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,354 shares; 2024Q2: 2,219 shares; 2024Q3: 2,144 shares; 2024Q4: 2,076 shares 2,076 $1.05M 0.21% -68 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,737 shares; 2024Q2: 1,738 shares; 2024Q3: 1,738 shares; 2024Q4: 1,739 shares 1,739 $994K 0.2% +1 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,050 shares; 2024Q2: 3,861 shares; 2024Q3: 3,794 shares; 2024Q4: 3,756 shares 3,756 $992K 0.19% -38 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,687 shares; 2024Q2: 7,656 shares; 2024Q3: 7,428 shares; 2024Q4: 7,220 shares 7,220 $929K 0.18% -208 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 989 shares; 2024Q2: 990 shares; 2024Q3: 986 shares; 2024Q4: 966 shares 966 $885K 0.17% -20 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,284 shares; 2024Q2: 7,583 shares; 2024Q3: 8,053 shares; 2024Q4: 8,053 shares 8,053 $867K 0.17% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,239 shares; 2024Q2: 6,243 shares; 2024Q3: 6,249 shares; 2024Q4: 6,253 shares 6,253 $860K 0.17% +4 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 14,080 shares; 2024Q2: 14,331 shares; 2024Q3: 15,558 shares; 2024Q4: 16,486 shares 16,486 $826K 0.16% +928 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 993 shares; 2024Q2: 14,166 shares; 2024Q3: 14,290 shares; 2024Q4: 14,993 shares 14,993 $823K 0.16% +703 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,789 shares; 2024Q2: 8,204 shares; 2024Q3: 7,539 shares; 2024Q4: 7,516 shares 7,516 $808K 0.16% -23 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,802 shares; 2024Q2: 2,266 shares; 2024Q3: 2,274 shares; 2024Q4: 2,280 shares 2,280 $802K 0.16% +6 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 22,038 shares; 2024Q3: 22,093 shares; 2024Q4: 22,221 shares 22,221 $777K 0.15% +128 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 12,377 shares; 2024Q2: 11,859 shares; 2024Q3: 11,658 shares; 2024Q4: 11,000 shares 11,000 $773K 0.15% -658 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,412 shares; 2024Q2: 5,512 shares; 2024Q3: 5,368 shares; 2024Q4: 5,527 shares 5,527 $770K 0.15% +159 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,761 shares; 2024Q2: 3,762 shares; 2024Q3: 3,855 shares; 2024Q4: 3,872 shares 3,872 $767K 0.15% +17 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 17,347 shares; 2024Q2: 14,950 shares; 2024Q3: 17,198 shares; 2024Q4: 18,042 shares 18,042 $754K 0.15% +844 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,785 shares; 2024Q2: 3,543 shares; 2024Q3: 3,550 shares; 2024Q4: 3,559 shares 3,559 $748K 0.15% +9 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,409 shares; 2024Q2: 2,324 shares; 2024Q3: 2,284 shares; 2024Q4: 5,083 shares 5,083 $735K 0.14% +2,799 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,939 shares; 2024Q2: 4,907 shares; 2024Q3: 5,321 shares; 2024Q4: 4,970 shares 4,970 $735K 0.14% -351 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,247 shares; 2024Q2: 1,251 shares; 2024Q3: 1,800 shares; 2024Q4: 1,888 shares 1,888 $734K 0.14% +88 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,298 shares; 2024Q2: 1,298 shares; 2024Q3: 1,192 shares; 2024Q4: 1,166 shares 1,166 $725K 0.14% -26 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,500 shares; 2024Q2: 15,892 shares; 2024Q3: 14,928 shares; 2024Q4: 11,910 shares 11,910 $717K 0.14% -3,018 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 71,770 shares; 2024Q2: 71,356 shares; 2024Q3: 83,782 shares; 2024Q4: 83,794 shares 83,794 $698K 0.14% +12 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 12,100 shares; 2024Q2: 13,964 shares; 2024Q3: 13,968 shares; 2024Q4: 13,971 shares 13,971 $698K 0.14% +3 Timeline FTLS 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,424 shares; 2024Q2: 10,316 shares; 2024Q3: 10,402 shares; 2024Q4: 10,447 shares 10,447 $687K 0.14% +45 Timeline SKX SKECHERS U S A INC More: the full row for SKECHERS U S A INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,000 shares; 2024Q2: 7,000 shares; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares 10,000 $672K 0.13% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,465 shares; 2024Q2: 6,078 shares; 2024Q3: 5,975 shares; 2024Q4: 23,898 shares 23,898 $666K 0.13% +17,923 Timeline GVLU TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,125 shares; 2024Q2: 17,118 shares; 2024Q3: 17,443 shares; 2024Q4: 27,713 shares 27,713 $654K 0.13% +10,270 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 25,378 shares; 2024Q2: 26,179 shares; 2024Q3: 29,254 shares; 2024Q4: 28,846 shares 28,846 $640K 0.13% -408 Timeline SPXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,743 shares; 2024Q2: 3,743 shares; 2024Q3: 3,752 shares; 2024Q4: 3,764 shares 3,764 $635K 0.12% +12 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,785 shares; 2024Q2: 1,631 shares; 2024Q3: 1,780 shares; 2024Q4: 1,729 shares 1,729 $624K 0.12% -51 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,345 shares; 2024Q2: 2,346 shares; 2024Q3: 2,346 shares; 2024Q4: 2,173 shares 2,173 $609K 0.12% -173 Timeline LMAT LEMAITRE VASCULAR INC More: the full row for LEMAITRE VASCULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,900 shares; 2024Q2: 5,900 shares; 2024Q3: 6,267 shares; 2024Q4: 6,267 shares 6,267 $577K 0.11% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,322 shares; 2024Q2: 14,790 shares; 2024Q3: 10,981 shares; 2024Q4: 10,814 shares 10,814 $576K 0.11% -167 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 23,129 shares; 2024Q2: 23,650 shares; 2024Q3: 23,777 shares; 2024Q4: 24,161 shares 24,161 $550K 0.11% +384 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,579 shares; 2024Q2: 4,038 shares; 2024Q3: 4,092 shares; 2024Q4: 3,759 shares 3,759 $544K 0.11% -333 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,272 shares; 2024Q2: 4,331 shares; 2024Q3: 4,655 shares; 2024Q4: 1,337 shares 1,337 $540K 0.11% -3,318 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 11,828 shares; 2024Q2: 10,026 shares; 2024Q3: 12,322 shares; 2024Q4: 12,361 shares 12,361 $524K 0.1% +39 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 17 shares; 2024Q2: 17 shares; 2024Q3: 16 shares; 2024Q4: 249 shares 249 $524K 0.1% +233 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,462 shares; 2024Q2: 10,001 shares; 2024Q3: 9,883 shares; 2024Q4: 9,943 shares 9,943 $519K 0.1% +60 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,837 shares; 2024Q2: 7,567 shares; 2024Q3: 6,963 shares; 2024Q4: 7,049 shares 7,049 $507K 0.1% +86 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,115 shares; 2024Q2: 7,115 shares; 2024Q3: 7,115 shares; 2024Q4: 21,345 shares 21,345 $505K 0.1% +14,230 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,325 shares; 2024Q2: 2,006 shares; 2024Q3: 1,574 shares; 2024Q4: 1,567 shares 1,567 $495K 0.1% -7 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,378 shares; 2024Q2: 2,383 shares; 2024Q3: 2,678 shares; 2024Q4: 2,685 shares 2,685 $478K 0.09% +7 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 780 shares; 2024Q2: 1,110 shares; 2024Q3: 1,110 shares; 2024Q4: 1,110 shares 1,110 $474K 0.09% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,921 shares; 2024Q2: 1,885 shares; 2024Q3: 1,785 shares; 2024Q4: 2,005 shares 2,005 $471K 0.09% +220 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,516 shares; 2024Q2: 8,385 shares; 2024Q3: 8,295 shares; 2024Q4: 8,244 shares 8,244 $468K 0.09% -51 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,000 shares; 2024Q2: 10,000 shares; 2024Q3: 10,000 shares; 2024Q4: 7,000 shares 7,000 $466K 0.09% -3,000 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,180 shares; 2024Q2: 3,064 shares; 2024Q3: 3,091 shares; 2024Q4: 3,021 shares 3,021 $463K 0.09% -70 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,261 shares; 2024Q2: 1,261 shares; 2024Q3: 1,263 shares; 2024Q4: 1,266 shares 1,266 $463K 0.09% +3 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,456 shares; 2024Q2: 3,457 shares; 2024Q3: 3,459 shares; 2024Q4: 3,411 shares 3,411 $451K 0.09% -48 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,040 shares; 2024Q2: 2,016 shares; 2024Q3: 2,116 shares; 2024Q4: 2,105 shares 2,105 $447K 0.09% -11 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,471 shares; 2024Q2: 3,480 shares; 2024Q3: 3,832 shares; 2024Q4: 3,829 shares 3,829 $443K 0.09% -3 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,190 shares; 2024Q2: 4,840 shares; 2024Q3: 4,732 shares; 2024Q4: 4,732 shares 4,732 $430K 0.08% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,184 shares; 2024Q2: 5,097 shares; 2024Q3: 5,113 shares; 2024Q4: 5,132 shares 5,132 $422K 0.08% +19 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,226 shares; 2024Q2: 1,228 shares; 2024Q3: 1,233 shares; 2024Q4: 1,422 shares 1,422 $418K 0.08% +189 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,114 shares; 2024Q2: 3,290 shares; 2024Q3: 3,312 shares; 2024Q4: 3,172 shares 3,172 $416K 0.08% -140 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,238 shares; 2024Q2: 4,273 shares; 2024Q3: 4,499 shares; 2024Q4: 4,493 shares 4,493 $407K 0.08% -6 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,452 shares; 2024Q2: 5,505 shares; 2024Q3: 5,515 shares; 2024Q4: 5,544 shares 5,544 $397K 0.08% +29 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,662 shares; 2024Q2: 5,649 shares; 2024Q3: 10,691 shares; 2024Q4: 9,065 shares 9,065 $393K 0.08% -1,626 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,069 shares; 2024Q2: 3,126 shares; 2024Q3: 3,077 shares; 2024Q4: 3,080 shares 3,080 $390K 0.08% +3 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 16,990 shares; 2024Q2: 16,782 shares; 2024Q3: 16,866 shares; 2024Q4: 16,982 shares 16,982 $390K 0.08% +116 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 600 shares; 2024Q2: 802 shares; 2024Q3: 798 shares; 2024Q4: 801 shares 801 $389K 0.08% +3 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,748 shares; 2024Q2: 7,749 shares; 2024Q3: 7,791 shares; 2024Q4: 14,905 shares 14,905 $385K 0.08% +7,114 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 50,000 shares; 2024Q2: not reported; 2024Q3: 40,000 shares; 2024Q4: 25,000 shares 25,000 $385K 0.08% -15,000 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,680 shares; 2024Q2: 8,571 shares; 2024Q3: 8,570 shares; 2024Q4: 8,522 shares 8,522 $383K 0.08% -48 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,907 shares; 2024Q2: 2,159 shares; 2024Q3: 2,660 shares; 2024Q4: 2,311 shares 2,311 $382K 0.08% -349 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,330 shares; 2024Q2: 3,320 shares; 2024Q3: 3,275 shares; 2024Q4: 3,246 shares 3,246 $381K 0.07% -29 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,456 shares; 2024Q2: 6,319 shares; 2024Q3: 6,343 shares; 2024Q4: 6,435 shares 6,435 $379K 0.07% +92 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,747 shares; 2024Q2: 2,562 shares; 2024Q3: 2,121 shares; 2024Q4: 1,668 shares 1,668 $377K 0.07% -453 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,551 shares; 2024Q2: 4,868 shares; 2024Q3: 3,394 shares; 2024Q4: 3,429 shares 3,429 $365K 0.07% +35 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,917 shares; 2024Q2: 3,917 shares; 2024Q3: 3,917 shares; 2024Q4: 17,998 shares 17,998 $363K 0.07% +14,081 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,556 shares; 2024Q2: 1,557 shares; 2024Q3: 1,557 shares; 2024Q4: 1,557 shares 1,557 $353K 0.07% 0 Timeline TMP TOMPKINS FINL CORP More: the full row for TOMPKINS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,036 shares; 2024Q2: 5,101 shares; 2024Q3: 5,156 shares; 2024Q4: 5,199 shares 5,199 $353K 0.07% +43 Timeline SKY CHAMPION HOMES INC More: the full row for CHAMPION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,416 shares; 2024Q2: 5,000 shares; 2024Q3: 5,000 shares; 2024Q4: 4,000 shares 4,000 $352K 0.07% -1,000 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,270 shares; 2024Q2: 2,288 shares; 2024Q3: 3,401 shares; 2024Q4: 3,475 shares 3,475 $348K 0.07% +74 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,922 shares; 2024Q2: 2,922 shares; 2024Q3: 2,922 shares; 2024Q4: 3,132 shares 3,132 $340K 0.07% +210 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 911 shares; 2024Q2: 913 shares; 2024Q3: 920 shares; 2024Q4: 1,825 shares 1,825 $332K 0.07% +905 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 486 shares; 2024Q2: 828 shares; 2024Q3: 1,022 shares; 2024Q4: 972 shares 972 $322K 0.06% -50 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,301 shares; 2024Q2: 1,251 shares; 2024Q3: 1,256 shares; 2024Q4: 1,257 shares 1,257 $321K 0.06% +1 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,842 shares; 2024Q2: 2,478 shares; 2024Q3: 2,513 shares; 2024Q4: 1,455 shares 1,455 $320K 0.06% -1,058 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,592 shares; 2024Q2: 3,843 shares; 2024Q3: 4,850 shares; 2024Q4: 4,577 shares 4,577 $313K 0.06% -273 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 19,089 shares; 2024Q3: 34,420 shares; 2024Q4: 34,420 shares 34,420 $307K 0.06% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,569 shares; 2024Q2: 9,422 shares; 2024Q3: 9,637 shares; 2024Q4: 9,652 shares 9,652 $298K 0.06% +15 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,000 shares; 2024Q2: 3,500 shares; 2024Q3: 4,500 shares; 2024Q4: 6,000 shares 6,000 $297K 0.06% +1,500 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,243 shares; 2024Q2: 2,362 shares; 2024Q3: 2,321 shares; 2024Q4: 2,321 shares 2,321 $290K 0.06% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 395 shares; 2024Q2: 386 shares; 2024Q3: 411 shares; 2024Q4: 325 shares 325 $289K 0.06% -86 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 48,691 shares; 2024Q2: 59,687 shares; 2024Q3: 61,072 shares; 2024Q4: 29,152 shares 29,152 $289K 0.06% -31,920 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,278 shares; 2024Q2: 2,284 shares; 2024Q3: 2,290 shares; 2024Q4: 2,236 shares 2,236 $289K 0.06% -54 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,238 shares; 2024Q2: 1,241 shares; 2024Q3: 1,234 shares; 2024Q4: 1,236 shares 1,236 $287K 0.06% +2 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,415 shares; 2024Q2: 2,422 shares; 2024Q3: 2,442 shares; 2024Q4: 2,362 shares 2,362 $285K 0.06% -80 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,044 shares; 2024Q2: 1,044 shares; 2024Q3: 1,044 shares; 2024Q4: 1,044 shares 1,044 $278K 0.05% 0 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 121,558 shares; 2024Q2: 121,183 shares; 2024Q3: 120,897 shares; 2024Q4: 128,500 shares 128,500 $278K 0.05% +7,603 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,126 shares; 2024Q2: 1,128 shares; 2024Q3: 1,144 shares; 2024Q4: 1,099 shares 1,099 $271K 0.05% -45 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,158 shares; 2024Q2: 2,311 shares; 2024Q3: 2,312 shares; 2024Q4: 2,919 shares 2,919 $270K 0.05% +607 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,344 shares; 2024Q2: 2,351 shares; 2024Q3: 2,152 shares; 2024Q4: 2,177 shares 2,177 $268K 0.05% +25 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,367 shares; 2024Q2: 4,460 shares; 2024Q3: 4,653 shares; 2024Q4: 5,049 shares 5,049 $268K 0.05% +396 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 664 shares; 2024Q2: 677 shares; 2024Q3: 605 shares; 2024Q4: 513 shares 513 $268K 0.05% -92 Timeline XSVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,346 shares; 2024Q2: 5,840 shares; 2024Q3: 7,076 shares; 2024Q4: 4,838 shares 4,838 $264K 0.05% -2,238 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,271 shares; 2024Q2: 4,294 shares; 2024Q3: 4,510 shares; 2024Q4: 4,558 shares 4,558 $262K 0.05% +48 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 269 shares; 2024Q2: 265 shares; 2024Q3: 265 shares; 2024Q4: 453 shares 453 $259K 0.05% +188 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,434 shares; 2024Q2: 2,434 shares; 2024Q3: 2,434 shares; 2024Q4: 3,134 shares 3,134 $256K 0.05% +700 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 501 shares; 2024Q2: 411 shares; 2024Q3: 521 shares; 2024Q4: 485 shares 485 $255K 0.05% -36 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,526 shares; 2024Q2: 1,525 shares; 2024Q3: 1,525 shares; 2024Q4: 1,446 shares 1,446 $252K 0.05% -79 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 3,821 shares; 2024Q3: 36,295 shares; 2024Q4: 36,295 shares 36,295 $248K 0.05% 0 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 4,791 shares; 2024Q3: 4,791 shares; 2024Q4: 4,791 shares 4,791 $243K 0.05% 0 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 792 shares; 2024Q2: 1,523 shares; 2024Q3: 1,524 shares; 2024Q4: 5,359 shares 5,359 $237K 0.05% +3,835 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 795 shares; 2024Q2: 797 shares; 2024Q3: 799 shares; 2024Q4: 802 shares 802 $231K 0.05% +3 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,450 shares; 2024Q2: 1,451 shares; 2024Q3: 2,351 shares; 2024Q4: 2,001 shares 2,001 $227K 0.04% -350 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 2,047 shares; 2024Q3: 2,073 shares; 2024Q4: 2,046 shares 2,046 $225K 0.04% -27 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 831 shares; 2024Q2: 1,082 shares; 2024Q3: 1,094 shares; 2024Q4: 1,105 shares 1,105 $223K 0.04% +11 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,335 shares; 2024Q2: 3,216 shares; 2024Q3: 3,545 shares; 2024Q4: 3,548 shares 3,548 $221K 0.04% +3 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 425 shares; 2024Q2: 456 shares; 2024Q3: 403 shares; 2024Q4: 348 shares 348 $219K 0.04% -55 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,203 shares; 2024Q2: 2,902 shares; 2024Q3: 2,912 shares; 2024Q4: 2,929 shares 2,929 $217K 0.04% +17 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 210 shares 210 $215K 0.04% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 614 shares; 2024Q2: 431 shares; 2024Q3: 415 shares; 2024Q4: 412 shares 412 $214K 0.04% -3 Timeline IVOO 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,946 shares; 2024Q2: 1,946 shares; 2024Q3: 1,946 shares; 2024Q4: 1,946 shares 1,946 $205K 0.04% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 669 shares; 2024Q2: 648 shares; 2024Q3: 1,110 shares; 2024Q4: 1,228 shares 1,228 $205K 0.04% +118 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 97 shares; 2024Q2: 97 shares; 2024Q3: 3,595 shares; 2024Q4: 3,595 shares 3,595 $204K 0.04% 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,233 shares; 2024Q2: 3,300 shares; 2024Q3: 3,674 shares; 2024Q4: 4,074 shares 4,074 $197K 0.04% +400 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 988 shares; 2024Q2: 991 shares; 2024Q3: 860 shares; 2024Q4: 832 shares 832 $195K 0.04% -28 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 899 shares; 2024Q2: 898 shares; 2024Q3: 838 shares; 2024Q4: 838 shares 838 $192K 0.04% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,485 shares; 2024Q2: 1,486 shares; 2024Q3: 1,455 shares; 2024Q4: 1,455 shares 1,455 $192K 0.04% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,124 shares; 2024Q2: 2,129 shares; 2024Q3: 2,137 shares; 2024Q4: 2,144 shares 2,144 $189K 0.04% +7 Timeline PIE INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,623 shares; 2024Q2: 9,223 shares; 2024Q3: 9,252 shares; 2024Q4: 9,851 shares 9,851 $189K 0.04% +599 Timeline RSKD RISKIFIED LTD More: the full row for RISKIFIED LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 40,000 shares 40,000 $189K 0.04% new Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,954 shares; 2024Q2: 1,954 shares; 2024Q3: 1,954 shares; 2024Q4: 1,954 shares 1,954 $182K 0.04% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 280 shares; 2024Q2: 320 shares; 2024Q3: 268 shares; 2024Q4: 234 shares 234 $180K 0.04% -34 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,024 shares; 2024Q2: 6,744 shares; 2024Q3: 6,744 shares; 2024Q4: 5,720 shares 5,720 $179K 0.04% -1,024 Timeline PIZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,206 shares; 2024Q2: 4,573 shares; 2024Q3: 4,834 shares; 2024Q4: 4,834 shares 4,834 $176K 0.03% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,037 shares; 2024Q2: 2,975 shares; 2024Q3: 2,035 shares; 2024Q4: 2,026 shares 2,026 $171K 0.03% -9 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,318 shares; 2024Q2: 1,318 shares; 2024Q3: 1,318 shares; 2024Q4: 1,318 shares 1,318 $170K 0.03% 0 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,716 shares; 2024Q2: 2,722 shares; 2024Q3: 2,730 shares; 2024Q4: 2,821 shares 2,821 $170K 0.03% +91 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 176 shares; 2024Q2: 150 shares; 2024Q3: 181 shares; 2024Q4: 160 shares 160 $169K 0.03% -21 Timeline VIOV 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,775 shares; 2024Q2: 1,776 shares; 2024Q3: 1,786 shares; 2024Q4: 1,805 shares 1,805 $168K 0.03% +19 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 20,402 shares; 2024Q2: 20,402 shares; 2024Q3: 20,402 shares; 2024Q4: 20,402 shares 20,402 $167K 0.03% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,386 shares; 2024Q2: 1,387 shares; 2024Q3: 1,476 shares; 2024Q4: 1,410 shares 1,410 $166K 0.03% -66 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,403 shares; 2024Q2: 1,904 shares; 2024Q3: 1,938 shares; 2024Q4: 1,920 shares 1,920 $164K 0.03% -18 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 798 shares; 2024Q2: 786 shares; 2024Q3: 788 shares; 2024Q4: 625 shares 625 $158K 0.03% -163 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,402 shares; 2024Q2: 2,409 shares; 2024Q3: 2,415 shares; 2024Q4: 2,422 shares 2,422 $158K 0.03% +7 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 783 shares; 2024Q2: 788 shares; 2024Q3: 791 shares; 2024Q4: 801 shares 801 $156K 0.03% +10 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 678 shares; 2024Q2: 679 shares; 2024Q3: 692 shares; 2024Q4: 677 shares 677 $154K 0.03% -15 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,005 shares; 2024Q2: 4,363 shares; 2024Q3: 4,044 shares; 2024Q4: 8,267 shares 8,267 $153K 0.03% +4,223 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 528 shares; 2024Q2: 530 shares; 2024Q3: 531 shares; 2024Q4: 537 shares 537 $152K 0.03% +6 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,298 shares; 2024Q2: 1,297 shares; 2024Q3: 1,305 shares; 2024Q4: 1,310 shares 1,310 $149K 0.03% +5 Timeline XSW SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 530 shares; 2024Q2: 631 shares; 2024Q3: 755 shares; 2024Q4: 780 shares 780 $147K 0.03% +25 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,452 shares; 2024Q2: 4,872 shares; 2024Q3: 4,965 shares; 2024Q4: 3,684 shares 3,684 $147K 0.03% -1,281 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,035 shares; 2024Q2: 2,045 shares; 2024Q3: 1,449 shares; 2024Q4: 1,463 shares 1,463 $147K 0.03% +14 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,940 shares; 2024Q2: 1,934 shares; 2024Q3: 1,792 shares; 2024Q4: 2,085 shares 2,085 $146K 0.03% +293 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 82 shares; 2024Q2: 137 shares; 2024Q3: 160 shares; 2024Q4: 893 shares 893 $146K 0.03% +733 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,144 shares; 2024Q2: 9,144 shares; 2024Q3: 9,144 shares; 2024Q4: 9,144 shares 9,144 $144K 0.03% 0 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,162 shares; 2024Q2: 1,168 shares; 2024Q3: 1,168 shares; 2024Q4: 1,175 shares 1,175 $138K 0.03% +7 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,201 shares; 2024Q2: 4,207 shares; 2024Q3: 4,990 shares; 2024Q4: 5,008 shares 5,008 $138K 0.03% +18 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,427 shares; 2024Q2: 2,427 shares; 2024Q3: 2,427 shares; 2024Q4: 2,427 shares 2,427 $135K 0.03% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,039 shares; 2024Q2: 1,041 shares; 2024Q3: 1,068 shares; 2024Q4: 1,058 shares 1,058 $133K 0.03% -10 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 303 shares; 2024Q2: 304 shares; 2024Q3: 306 shares; 2024Q4: 309 shares 309 $131K 0.03% +3 Timeline NBXG NEUBERGER NEXT GENERATION More: the full row for NEUBERGER NEXT GENERATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 10,295 shares; 2024Q3: 10,295 shares; 2024Q4: 10,295 shares 10,295 $131K 0.03% 0 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,145 shares; 2024Q2: 1,145 shares; 2024Q3: 1,145 shares; 2024Q4: 1,145 shares 1,145 $131K 0.03% 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares 1,000 $129K 0.03% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 582 shares; 2024Q2: 665 shares; 2024Q3: 886 shares; 2024Q4: 758 shares 758 $126K 0.02% -128 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,569 shares; 2024Q2: 1,572 shares; 2024Q3: 1,575 shares; 2024Q4: 1,578 shares 1,578 $125K 0.02% +3 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 776 shares; 2024Q2: 776 shares; 2024Q3: 776 shares; 2024Q4: 776 shares 776 $124K 0.02% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,680 shares; 2024Q2: 1,725 shares; 2024Q3: 1,749 shares; 2024Q4: 5,438 shares 5,438 $123K 0.02% +3,689 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,773 shares; 2024Q2: 1,774 shares; 2024Q3: 1,774 shares; 2024Q4: 5,320 shares 5,320 $123K 0.02% +3,546 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,267 shares; 2024Q2: 1,268 shares; 2024Q3: 1,388 shares; 2024Q4: 1,388 shares 1,388 $123K 0.02% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 896 shares; 2024Q2: 896 shares; 2024Q3: 896 shares; 2024Q4: 896 shares 896 $121K 0.02% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,111 shares; 2024Q2: 1,144 shares; 2024Q3: 1,149 shares; 2024Q4: 1,144 shares 1,144 $121K 0.02% -5 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 600 shares; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares 3,000 $120K 0.02% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,410 shares; 2024Q2: 3,422 shares; 2024Q3: 2,403 shares; 2024Q4: 2,464 shares 2,464 $119K 0.02% +61 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 323 shares; 2024Q2: 322 shares; 2024Q3: 327 shares; 2024Q4: 321 shares 321 $116K 0.02% -6 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 363 shares; 2024Q2: 365 shares; 2024Q3: 368 shares; 2024Q4: 368 shares 368 $116K 0.02% 0 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,283 shares 2,283 $115K 0.02% new 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,546 shares; 2024Q2: 1,554 shares; 2024Q3: 924 shares; 2024Q4: 925 shares 925 $115K 0.02% +1 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 715 shares; 2024Q2: 600 shares; 2024Q3: 609 shares; 2024Q4: 609 shares 609 $114K 0.02% 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,971 shares; 2024Q2: 3,005 shares; 2024Q3: 3,033 shares; 2024Q4: 3,023 shares 3,023 $113K 0.02% -10 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 422 shares; 2024Q2: 424 shares; 2024Q3: 409 shares; 2024Q4: 409 shares 409 $113K 0.02% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,310 shares; 2024Q2: 1,324 shares; 2024Q3: 1,334 shares; 2024Q4: 1,318 shares 1,318 $112K 0.02% -16 Timeline HFGO HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 4,592 shares; 2024Q3: 4,592 shares; 2024Q4: 4,592 shares 4,592 $109K 0.02% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 610 shares; 2024Q2: 373 shares; 2024Q3: 373 shares; 2024Q4: 369 shares 369 $107K 0.02% -4 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,250 shares 1,250 $106K 0.02% new Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4 shares; 2024Q2: 4 shares; 2024Q3: 9 shares; 2024Q4: 372 shares 372 $105K 0.02% +363 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 535 shares; 2024Q2: 538 shares; 2024Q3: 540 shares; 2024Q4: 541 shares 541 $105K 0.02% +1 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 12 shares; 2024Q2: 1,014 shares; 2024Q3: 1,019 shares; 2024Q4: 1,019 shares 1,019 $104K 0.02% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 775 shares; 2024Q2: 779 shares; 2024Q3: 636 shares; 2024Q4: 601 shares 601 $103K 0.02% -35 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,754 shares; 2024Q2: 1,754 shares; 2024Q3: 1,945 shares; 2024Q4: 1,813 shares 1,813 $103K 0.02% -132 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,909 shares; 2024Q2: 1,909 shares; 2024Q3: 1,909 shares; 2024Q4: 1,909 shares 1,909 $100K 0.02% 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,440 shares; 2024Q2: 1,434 shares; 2024Q3: 924 shares; 2024Q4: 929 shares 929 $98.9K 0.02% +5 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,699 shares; 2024Q2: 2,699 shares; 2024Q3: 2,427 shares; 2024Q4: 2,427 shares 2,427 $98.3K 0.02% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 456 shares; 2024Q2: 457 shares; 2024Q3: 457 shares; 2024Q4: 463 shares 463 $97.2K 0.02% +6 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,242 shares; 2024Q2: 3,807 shares; 2024Q3: 3,884 shares; 2024Q4: 4,957 shares 4,957 $97.1K 0.02% +1,073 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,560 shares; 2024Q2: 1,565 shares; 2024Q3: 1,570 shares; 2024Q4: 1,576 shares 1,576 $96.6K 0.02% +6 Timeline PRK PARK NATL CORP More: the full row for PARK NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 561 shares; 2024Q2: 561 shares; 2024Q3: 561 shares; 2024Q4: 561 shares 561 $96.2K 0.02% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 812 shares; 2024Q2: 820 shares; 2024Q3: 762 shares; 2024Q4: 781 shares 781 $95.7K 0.02% +19 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,710 shares; 2024Q2: 1,710 shares; 2024Q3: 1,710 shares; 2024Q4: 1,710 shares 1,710 $94.9K 0.02% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 972 shares; 2024Q2: 953 shares; 2024Q3: 965 shares; 2024Q4: 1,035 shares 1,035 $94K 0.02% +70 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 287 shares; 2024Q3: 321 shares; 2024Q4: 210 shares 210 $94K 0.02% -111 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 58 shares; 2024Q2: 1,107 shares; 2024Q3: 107 shares; 2024Q4: 1,092 shares 1,092 $93.9K 0.02% +985 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 13,149 shares; 2024Q2: 13,150 shares; 2024Q3: 13,150 shares; 2024Q4: 13,150 shares 13,150 $93.8K 0.02% 0 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,600 shares; 2024Q2: 1,600 shares; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares 1,600 $92.8K 0.02% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 323 shares; 2024Q2: 220 shares; 2024Q3: 231 shares; 2024Q4: 222 shares 222 $92.6K 0.02% -9 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,539 shares; 2024Q2: 1,847 shares; 2024Q3: 1,847 shares; 2024Q4: 1,847 shares 1,847 $91.9K 0.02% 0 Timeline RMT ROYCE MICRO-CAP TR INC More: the full row for ROYCE MICRO-CAP TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,342 shares; 2024Q2: 9,342 shares; 2024Q3: 9,342 shares; 2024Q4: 9,342 shares 9,342 $91.1K 0.02% 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 187 shares; 2024Q2: 206 shares; 2024Q3: 439 shares; 2024Q4: 485 shares 485 $90.9K 0.02% +46 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 945 shares; 2024Q2: 946 shares; 2024Q3: 946 shares; 2024Q4: 946 shares 946 $90.9K 0.02% 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,685 shares; 2024Q2: 2,051 shares; 2024Q3: 2,019 shares; 2024Q4: 1,655 shares 1,655 $89.1K 0.02% -364 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 32 shares; 2024Q2: 1,415 shares; 2024Q3: 1,412 shares; 2024Q4: 1,475 shares 1,475 $88.9K 0.02% +63 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 23 shares; 2024Q2: 283 shares; 2024Q3: 825 shares; 2024Q4: 769 shares 769 $88.6K 0.02% -56 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,072 shares; 2024Q2: 950 shares; 2024Q3: 897 shares; 2024Q4: 893 shares 893 $88.6K 0.02% -4 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 259 shares; 2024Q2: 258 shares; 2024Q3: 261 shares; 2024Q4: 259 shares 259 $87.8K 0.02% -2 Timeline PTON PELOTON INTERACTIVE INC More: the full row for PELOTON INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,000 shares 10,000 $87K 0.02% new Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,174 shares; 2024Q2: 1,418 shares; 2024Q3: 1,418 shares; 2024Q4: 1,418 shares 1,418 $86.1K 0.02% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 283 shares; 2024Q2: 301 shares; 2024Q3: 298 shares; 2024Q4: 232 shares 232 $85.6K 0.02% -66 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 462 shares; 2024Q2: 467 shares; 2024Q3: 475 shares; 2024Q4: 476 shares 476 $84.3K 0.02% +1 Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,018 shares; 2024Q3: not reported; 2024Q4: 2,614 shares 2,614 $83.9K 0.02% new Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,242 shares; 2024Q2: 5,809 shares; 2024Q3: 5,809 shares; 2024Q4: 5,809 shares 5,809 $83.7K 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,466 shares; 2024Q2: 2,474 shares; 2024Q3: 2,475 shares; 2024Q4: 2,543 shares 2,543 $83.2K 0.02% +68 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,131 shares; 2024Q2: 2,155 shares; 2024Q3: 2,178 shares; 2024Q4: 2,199 shares 2,199 $83.2K 0.02% +21 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,000 shares; 2024Q2: 2,000 shares; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares 2,000 $82.8K 0.02% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,065 shares; 2024Q2: 2,093 shares; 2024Q3: 3,834 shares; 2024Q4: 3,482 shares 3,482 $82.8K 0.02% -352 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 152 shares; 2024Q2: 145 shares; 2024Q3: 151 shares; 2024Q4: 159 shares 159 $81.8K 0.02% +8 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,475 shares; 2024Q2: 4,475 shares; 2024Q3: 4,475 shares; 2024Q4: 4,475 shares 4,475 $81.5K 0.02% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 593 shares; 2024Q2: 594 shares; 2024Q3: 604 shares; 2024Q4: 354 shares 354 $81.3K 0.02% -250 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 902 shares; 2024Q2: 902 shares; 2024Q3: 962 shares; 2024Q4: 909 shares 909 $81.1K 0.02% -53 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 144 shares; 2024Q2: 145 shares; 2024Q3: 738 shares; 2024Q4: 738 shares 738 $81K 0.02% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 638 shares; 2024Q2: 497 shares; 2024Q3: 527 shares; 2024Q4: 517 shares 517 $79.4K 0.02% -10 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,981 shares; 2024Q2: 2,716 shares; 2024Q3: 2,840 shares; 2024Q4: 2,991 shares 2,991 $79.4K 0.02% +151 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 800 shares; 2024Q2: 789 shares; 2024Q3: 784 shares; 2024Q4: 1,128 shares 1,128 $79.3K 0.02% +344 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 800 shares; 2024Q2: 800 shares; 2024Q3: 800 shares; 2024Q4: 800 shares 800 $79.1K 0.02% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,091 shares 1,091 $79K 0.02% new Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 600 shares; 2024Q2: 600 shares; 2024Q3: 610 shares; 2024Q4: 610 shares 610 $79K 0.02% 0 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 722 shares; 2024Q2: 722 shares; 2024Q3: 722 shares; 2024Q4: 722 shares 722 $78.8K 0.02% 0 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 729 shares; 2024Q2: 729 shares; 2024Q3: 729 shares; 2024Q4: 729 shares 729 $78.7K 0.02% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,579 shares; 2024Q2: 1,533 shares; 2024Q3: 1,533 shares; 2024Q4: 1,477 shares 1,477 $76.4K 0.02% -56 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,149 shares; 2024Q2: 1,963 shares; 2024Q3: 1,982 shares; 2024Q4: 1,750 shares 1,750 $76K 0.01% -232 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 75 shares; 2024Q2: 76 shares; 2024Q3: 56 shares; 2024Q4: 64 shares 64 $75.9K 0.01% +8 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 565 shares; 2024Q2: 566 shares; 2024Q3: 567 shares; 2024Q4: 564 shares 564 $75.7K 0.01% -3 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,460 shares; 2024Q3: 1,477 shares; 2024Q4: 1,499 shares 1,499 $75.3K 0.01% +22 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,230 shares; 2024Q2: 1,243 shares; 2024Q3: 1,259 shares; 2024Q4: 1,267 shares 1,267 $75.2K 0.01% +8 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 410 shares; 2024Q2: 401 shares; 2024Q3: 306 shares; 2024Q4: 286 shares 286 $74.5K 0.01% -20 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 327 shares; 2024Q2: 331 shares; 2024Q3: 334 shares; 2024Q4: 336 shares 336 $74.4K 0.01% +2 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 240 shares; 2024Q2: 243 shares; 2024Q3: 248 shares; 2024Q4: 247 shares 247 $73.8K 0.01% -1 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 840 shares; 2024Q4: 511 shares 511 $73.6K 0.01% -329 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,293 shares 2,293 $69.9K 0.01% new Timeline EIPI 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 3,552 shares; 2024Q3: 3,552 shares; 2024Q4: 3,552 shares 3,552 $69.2K 0.01% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,133 shares; 2024Q2: 4,123 shares; 2024Q3: 4,143 shares; 2024Q4: 4,143 shares 4,143 $68K 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,068 shares; 2024Q2: 1,050 shares; 2024Q3: 893 shares; 2024Q4: 893 shares 893 $67.9K 0.01% 0 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,314 shares; 2024Q3: 1,314 shares; 2024Q4: 1,112 shares 1,112 $67.4K 0.01% -202 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 84 shares; 2024Q2: 83 shares; 2024Q3: 142 shares; 2024Q4: 143 shares 143 $67.1K 0.01% +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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 729 shares; 2024Q2: 729 shares; 2024Q3: 724 shares; 2024Q4: 724 shares 724 $67K 0.01% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 481 shares; 2024Q2: 492 shares; 2024Q3: 499 shares; 2024Q4: 496 shares 496 $66.9K 0.01% -3 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,210 shares; 2024Q2: 1,202 shares; 2024Q3: 1,211 shares; 2024Q4: 1,162 shares 1,162 $66.6K 0.01% -49 Timeline KSPI KASPI KZ JSC More: the full row for KASPI KZ JSC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 700 shares 700 $66.3K 0.01% new Timeline BGH BARINGS GLOBAL SHORT DURATIO More: the full row for BARINGS GLOBAL SHORT DURATIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,253 shares; 2024Q2: 4,253 shares; 2024Q3: 4,253 shares; 2024Q4: 4,253 shares 4,253 $66.2K 0.01% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 333 shares; 2024Q2: 280 shares; 2024Q3: 226 shares; 2024Q4: 226 shares 226 $65.5K 0.01% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 126 shares; 2024Q2: 127 shares; 2024Q3: 126 shares; 2024Q4: 126 shares 126 $65.5K 0.01% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 454 shares; 2024Q2: 454 shares; 2024Q3: 458 shares; 2024Q4: 468 shares 468 $65.3K 0.01% +10 Timeline HAP VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,421 shares; 2024Q2: 1,421 shares; 2024Q3: 1,421 shares; 2024Q4: 1,421 shares 1,421 $64.8K 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares 1,000 $64.5K 0.01% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 429 shares; 2024Q2: 677 shares; 2024Q3: 680 shares; 2024Q4: 397 shares 397 $64.4K 0.01% -283 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,822 shares; 2024Q2: 1,823 shares; 2024Q3: 1,842 shares; 2024Q4: 1,871 shares 1,871 $63.5K 0.01% +29 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 145 shares; 2024Q2: 133 shares; 2024Q3: 127 shares; 2024Q4: 166 shares 166 $63.4K 0.01% +39 Timeline HRTX HERON THERAPEUTICS INC More: the full row for HERON THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 19,700 shares; 2024Q2: 21,830 shares; 2024Q3: 27,687 shares; 2024Q4: 41,356 shares 41,356 $63.3K 0.01% +13,669 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6 shares; 2024Q2: 6 shares; 2024Q3: 36 shares; 2024Q4: 344 shares 344 $62.8K 0.01% +308 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 706 shares; 2024Q2: 739 shares; 2024Q3: 786 shares; 2024Q4: 821 shares 821 $62.7K 0.01% +35 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,345 shares; 2024Q2: 2,217 shares; 2024Q3: 1,963 shares; 2024Q4: 1,963 shares 1,963 $62.7K 0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 385 shares; 2024Q2: 385 shares; 2024Q3: 385 shares; 2024Q4: 385 shares 385 $62.3K 0.01% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 739 shares; 2024Q2: 770 shares; 2024Q3: 766 shares; 2024Q4: 851 shares 851 $61.9K 0.01% +85 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 976 shares; 2024Q2: 998 shares; 2024Q3: 1,019 shares; 2024Q4: 1,045 shares 1,045 $61.2K 0.01% +26 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 318 shares; 2024Q2: 333 shares; 2024Q3: 286 shares; 2024Q4: 286 shares 286 $60.8K 0.01% 0 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9 shares; 2024Q2: 9 shares; 2024Q3: 9 shares; 2024Q4: 261 shares 261 $59.9K 0.01% +252 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 26 shares; 2024Q2: 18 shares; 2024Q3: 9 shares; 2024Q4: 13 shares 13 $59.6K 0.01% +4 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,950 shares; 2024Q2: 2,950 shares; 2024Q3: 2,950 shares; 2024Q4: 2,950 shares 2,950 $59.3K 0.01% 0 Timeline DSMC ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,362 shares; 2024Q2: 1,455 shares; 2024Q3: 1,627 shares; 2024Q4: 1,693 shares 1,693 $59.2K 0.01% +66 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 219 shares; 2024Q2: 219 shares; 2024Q3: 219 shares; 2024Q4: 219 shares 219 $59K 0.01% 0 Timeline DISCOVER FINL SVCS DISCOVER FINL SVCS More: the full row for DISCOVER FINL SVCS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 337 shares; 2024Q2: 340 shares; 2024Q3: 336 shares; 2024Q4: 338 shares 338 $58.4K 0.01% +2 EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 619 shares; 2024Q2: 619 shares; 2024Q3: 621 shares; 2024Q4: 627 shares 627 $57.9K 0.01% +6 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 215 shares; 2024Q2: 332 shares; 2024Q3: 376 shares; 2024Q4: 222 shares 222 $57.1K 0.01% -154 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 19 shares; 2024Q2: 19 shares; 2024Q3: 69 shares; 2024Q4: 34 shares 34 $56.8K 0.01% -35 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,215 shares; 2024Q3: 1,225 shares; 2024Q4: 1,237 shares 1,237 $56.4K 0.01% +12 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 174 shares; 2024Q2: 189 shares; 2024Q3: 1,026 shares; 2024Q4: 1,033 shares 1,033 $55.9K 0.01% +7 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 885 shares; 2024Q2: 893 shares; 2024Q3: 869 shares; 2024Q4: 876 shares 876 $55.8K 0.01% +7 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 53 shares; 2024Q2: 13 shares; 2024Q3: 24 shares; 2024Q4: 270 shares 270 $55.5K 0.01% +246 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 225 shares; 2024Q3: 232 shares; 2024Q4: 241 shares 241 $55.3K 0.01% +9 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 700 shares; 2024Q2: 700 shares; 2024Q3: 700 shares; 2024Q4: 700 shares 700 $54.5K 0.01% 0 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 249 shares; 2024Q2: 261 shares; 2024Q3: 257 shares; 2024Q4: 220 shares 220 $54.4K 0.01% -37 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 411 shares; 2024Q2: 427 shares; 2024Q3: 434 shares; 2024Q4: 436 shares 436 $54.2K 0.01% +2 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 815 shares; 2024Q3: 815 shares; 2024Q4: 815 shares 815 $53.8K 0.01% 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,017 shares; 2024Q2: 575 shares; 2024Q3: 972 shares; 2024Q4: 444 shares 444 $53.6K 0.01% -528 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,129 shares; 2024Q2: 130 shares; 2024Q3: 1,010 shares; 2024Q4: 1,017 shares 1,017 $53.5K 0.01% +7 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 87 shares; 2024Q2: 119 shares; 2024Q3: 120 shares; 2024Q4: 110 shares 110 $53.4K 0.01% -10 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 870 shares; 2024Q2: 870 shares; 2024Q3: 870 shares; 2024Q4: 870 shares 870 $52.9K 0.01% 0 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,886 shares; 2024Q2: 1,239 shares; 2024Q3: 1,243 shares; 2024Q4: 1,249 shares 1,249 $52K 0.01% +6 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,208 shares; 2024Q2: 1,208 shares; 2024Q3: 668 shares; 2024Q4: 668 shares 668 $51.2K 0.01% 0 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,233 shares; 2024Q2: 1,239 shares; 2024Q3: 1,244 shares; 2024Q4: 1,250 shares 1,250 $51.1K 0.01% +6 Timeline ETB EATON VANCE TAX MNGED BUY WR More: the full row for EATON VANCE TAX MNGED BUY WR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 3,376 shares; 2024Q3: 3,376 shares; 2024Q4: 3,376 shares 3,376 $50.6K 0.01% 0 Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,993 shares; 2024Q2: 5,994 shares; 2024Q3: 5,994 shares; 2024Q4: 5,994 shares 5,994 $50.5K 0.01% 0 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 201 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares 200 $50.3K 0.01% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,148 shares; 2024Q2: 1,235 shares; 2024Q3: 2,494 shares; 2024Q4: 2,440 shares 2,440 $48.9K 0.01% -54 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,678 shares; 2024Q2: 1,348 shares; 2024Q3: 987 shares; 2024Q4: 985 shares 985 $48.8K 0.01% -2 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 299 shares 299 $48.8K 0.01% new 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 702 shares; 2024Q2: 704 shares; 2024Q3: 705 shares; 2024Q4: 707 shares 707 $48.7K 0.01% +2 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,256 shares; 2024Q2: 1,121 shares; 2024Q3: 810 shares; 2024Q4: 818 shares 818 $48.4K 0.01% +8 Timeline CMDY ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 961 shares; 2024Q2: 962 shares; 2024Q3: 962 shares; 2024Q4: 1,003 shares 1,003 $47.7K 0.01% +41 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,344 shares; 2024Q2: 1,346 shares; 2024Q3: 1,348 shares; 2024Q4: 1,349 shares 1,349 $47.7K 0.01% +1 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 81 shares; 2024Q2: 82 shares; 2024Q3: 81 shares; 2024Q4: 84 shares 84 $47.5K 0.01% +3 Timeline CFLT CONFLUENT INC-CLASS A More: the full row for CONFLUENT INC-CLASS A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,696 shares; 2024Q2: 1,696 shares; 2024Q3: 1,696 shares; 2024Q4: 1,696 shares 1,696 $47.4K 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,195 shares; 2024Q2: 1,198 shares; 2024Q3: 1,227 shares; 2024Q4: 1,235 shares 1,235 $47K 0.01% +8 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 689 shares; 2024Q2: 733 shares; 2024Q3: 635 shares; 2024Q4: 526 shares 526 $47K 0.01% -109 Timeline FLIN FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,229 shares; 2024Q4: 1,237 shares 1,237 $46.8K 0.01% +8 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 135 shares; 2024Q2: 600 shares; 2024Q3: 600 shares; 2024Q4: 600 shares 600 $46.7K 0.01% 0 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 39 shares; 2024Q2: 39 shares; 2024Q3: 213 shares; 2024Q4: 182 shares 182 $46.6K 0.01% -31 Timeline CODI COMPASS DIVERSIFIED More: the full row for COMPASS DIVERSIFIED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,000 shares; 2024Q2: 3,000 shares; 2024Q3: 3,000 shares; 2024Q4: 2,000 shares 2,000 $46.2K 0.01% -1,000 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 89 shares; 2024Q2: 90 shares; 2024Q3: 95 shares; 2024Q4: 92 shares 92 $45.7K 0.01% -3 Timeline HQL ABRDN LIFE SCIENCES INVESTOR More: the full row for ABRDN LIFE SCIENCES INVESTOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,467 shares; 2024Q2: 3,467 shares; 2024Q3: 3,467 shares; 2024Q4: 3,467 shares 3,467 $45.5K 0.01% 0 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 587 shares; 2024Q2: 588 shares; 2024Q3: 789 shares; 2024Q4: 792 shares 792 $45.3K 0.01% +3 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 529 shares; 2024Q2: 133 shares; 2024Q3: 136 shares; 2024Q4: 136 shares 136 $45.2K 0.01% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 229 shares; 2024Q2: 235 shares; 2024Q3: 234 shares; 2024Q4: 243 shares 243 $44.8K 0.01% +9 Timeline ISD PGIM HIGH YIELD BOND FUND IN More: the full row for PGIM HIGH YIELD BOND FUND IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,207 shares; 2024Q2: 3,207 shares; 2024Q3: 3,207 shares; 2024Q4: 3,207 shares 3,207 $44.2K 0.01% 0 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,201 shares; 2024Q2: 1,215 shares; 2024Q3: 1,215 shares; 2024Q4: 1,215 shares 1,215 $44.1K 0.01% 0 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 42 shares; 2024Q3: 43 shares; 2024Q4: 22 shares 22 $43.8K 0.01% -21 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 320 shares; 2024Q2: 321 shares; 2024Q3: 201 shares; 2024Q4: 201 shares 201 $43.3K 0.01% 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 371 shares; 2024Q2: 361 shares; 2024Q3: 356 shares; 2024Q4: 344 shares 344 $43.3K 0.01% -12 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 99 shares; 2024Q2: 100 shares; 2024Q3: 106 shares; 2024Q4: 120 shares 120 $43.1K 0.01% +14 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 31 shares; 2024Q2: 31 shares; 2024Q3: 46 shares; 2024Q4: 393 shares 393 $43K 0.01% +347 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,178 shares; 2024Q2: 717 shares; 2024Q3: 722 shares; 2024Q4: 728 shares 728 $42.3K 0.01% +6 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 944 shares; 2024Q2: 921 shares; 2024Q3: 450 shares; 2024Q4: 186 shares 186 $42.1K 0.01% -264 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 431 shares; 2024Q2: 458 shares; 2024Q3: 490 shares; 2024Q4: 499 shares 499 $40.9K 0.01% +9 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 177 shares; 2024Q2: 178 shares; 2024Q3: 181 shares; 2024Q4: 181 shares 181 $40.8K 0.01% 0 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,000 shares 5,000 $40.6K 0.01% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 343 shares; 2024Q2: 272 shares; 2024Q3: 184 shares; 2024Q4: 92 shares 92 $40.6K 0.01% -92 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,077 shares; 2024Q2: 1,077 shares; 2024Q3: 1,077 shares; 2024Q4: 1,077 shares 1,077 $40.1K 0.01% 0 Timeline XEMDX WESTERN ASSET EMERGING MKTS More: the full row for WESTERN ASSET EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,774 shares; 2024Q2: 3,878 shares; 2024Q3: 3,981 shares; 2024Q4: 4,121 shares 4,121 $39.6K 0.01% +140 Timeline RCS PIMCO STRATEGIC INCOME FD More: the full row for PIMCO STRATEGIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,040 shares; 2024Q4: 5,146 shares 5,146 $39.2K 0.01% +106 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 443 shares; 2024Q2: 441 shares; 2024Q3: 440 shares; 2024Q4: 486 shares 486 $39.1K 0.01% +46 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,195 shares; 2024Q2: 4,107 shares; 2024Q3: 3,803 shares; 2024Q4: 3,679 shares 3,679 $38.9K 0.01% -124 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 65 shares; 2024Q2: 3,000 shares; 2024Q3: 3,020 shares; 2024Q4: 3,010 shares 3,010 $37.5K 0.01% -10 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 141 shares; 2024Q2: 144 shares; 2024Q3: 149 shares; 2024Q4: 142 shares 142 $37.3K 0.01% -7 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 527 shares; 2024Q2: 438 shares; 2024Q3: 438 shares; 2024Q4: 438 shares 438 $37.1K 0.01% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 991 shares; 2024Q2: 980 shares; 2024Q3: 1,117 shares; 2024Q4: 422 shares 422 $36.8K 0.01% -695 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,000 shares; 2024Q2: not reported; 2024Q3: 654 shares; 2024Q4: 341 shares 341 $36.3K 0.01% -313 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 318 shares; 2024Q2: 323 shares; 2024Q3: 318 shares; 2024Q4: 318 shares 318 $36K 0.01% 0 Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 338 shares; 2024Q2: 338 shares; 2024Q3: 338 shares; 2024Q4: 338 shares 338 $35.1K 0.01% 0 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 159 shares; 2024Q4: 149 shares 149 $35.1K 0.01% -10 Timeline UNITED STATES STL CORP NEW UNITED STATES STL CORP NEW More: the full row for UNITED STATES STL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,029 shares; 2024Q4: 1,031 shares 1,031 $35K 0.01% +2 TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 258 shares; 2024Q2: 205 shares; 2024Q3: 197 shares; 2024Q4: 176 shares 176 $34.7K 0.01% -21 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 91 shares; 2024Q2: 117 shares; 2024Q3: 112 shares; 2024Q4: 371 shares 371 $33.9K 0.01% +259 Timeline WDI WESTERN ASSET DIVERSIFIED IN More: the full row for WESTERN ASSET DIVERSIFIED IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,369 shares; 2024Q2: 2,369 shares; 2024Q3: 2,369 shares; 2024Q4: 2,369 shares 2,369 $33.8K 0.01% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3 shares; 2024Q2: 153 shares; 2024Q3: 157 shares; 2024Q4: 157 shares 157 $33.7K 0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 377 shares; 2024Q2: 380 shares; 2024Q3: 382 shares; 2024Q4: 385 shares 385 $33.5K 0.01% +3 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 154 shares; 2024Q2: 155 shares; 2024Q3: 156 shares; 2024Q4: 409 shares 409 $33.5K 0.01% +253 Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 212 shares; 2024Q2: 212 shares; 2024Q3: 212 shares; 2024Q4: 212 shares 212 $33.5K 0.01% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 33 shares; 2024Q2: 35 shares; 2024Q3: 37 shares; 2024Q4: 36 shares 36 $33.2K 0.01% -1 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 549 shares; 2024Q2: 433 shares; 2024Q3: 434 shares; 2024Q4: 418 shares 418 $32.8K 0.01% -16 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 176 shares; 2024Q2: 137 shares; 2024Q3: 55 shares; 2024Q4: 52 shares 52 $32.8K 0.01% -3 Timeline AIRR 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 418 shares; 2024Q3: 419 shares; 2024Q4: 419 shares 419 $32.3K 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 613 shares; 2024Q2: 617 shares; 2024Q3: 620 shares; 2024Q4: 625 shares 625 $31.9K 0.01% +5 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 414 shares; 2024Q2: 460 shares; 2024Q3: 566 shares; 2024Q4: 590 shares 590 $31.8K 0.01% +24 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 204 shares 204 $31.5K 0.01% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,072 shares; 2024Q2: 1,095 shares; 2024Q3: 964 shares; 2024Q4: 1,056 shares 1,056 $31.2K 0.01% +92 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 253 shares; 2024Q2: 257 shares; 2024Q3: 257 shares; 2024Q4: 231 shares 231 $31K 0.01% -26 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 750 shares; 2024Q2: 750 shares; 2024Q3: 750 shares; 2024Q4: 750 shares 750 $30.9K 0.01% 0 Timeline FDTX FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 312 shares; 2024Q2: 598 shares; 2024Q3: 849 shares; 2024Q4: 849 shares 849 $30K 0.01% 0 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 370 shares; 2024Q2: 370 shares; 2024Q3: 370 shares; 2024Q4: 370 shares 370 $30K 0.01% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 49 shares; 2024Q2: 47 shares; 2024Q3: 49 shares; 2024Q4: 41 shares 41 $29.2K 0.01% -8 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 877 shares; 2024Q2: 885 shares; 2024Q3: 917 shares; 2024Q4: 899 shares 899 $29K 0.01% -18 Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 589 shares; 2024Q2: 590 shares; 2024Q3: 590 shares; 2024Q4: 591 shares 591 $28.8K 0.01% +1 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,207 shares; 2024Q2: 1,207 shares; 2024Q3: 1,207 shares; 2024Q4: 1,207 shares 1,207 $28.6K 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 484 shares; 2024Q2: 423 shares; 2024Q3: 511 shares; 2024Q4: 535 shares 535 $28.5K 0.01% +24 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 171 shares; 2024Q2: 180 shares; 2024Q3: 177 shares; 2024Q4: 127 shares 127 $28.4K 0.01% -50 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 111 shares; 2024Q2: 71 shares; 2024Q3: 73 shares; 2024Q4: 76 shares 76 $27.7K 0.01% +3 Timeline RYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,674 shares; 2024Q2: 1,674 shares; 2024Q3: 1,674 shares; 2024Q4: 1,674 shares 1,674 $27.6K 0.01% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 262 shares; 2024Q2: 249 shares; 2024Q3: 249 shares; 2024Q4: 224 shares 224 $27.5K 0.01% -25 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 516 shares; 2024Q4: 504 shares 504 $27.1K 0.01% -12 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 106 shares; 2024Q2: 39 shares; 2024Q3: 45 shares; 2024Q4: 45 shares 45 $27K 0.01% 0 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 650 shares; 2024Q2: 650 shares; 2024Q3: 850 shares; 2024Q4: 850 shares 850 $27K 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 717 shares; 2024Q2: 687 shares; 2024Q3: 698 shares; 2024Q4: 607 shares 607 $26.6K 0.01% -91 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 106 shares; 2024Q2: 104 shares; 2024Q3: 104 shares; 2024Q4: 111 shares 111 $26.4K 0.01% +7 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 15,996 shares; 2024Q2: 16,201 shares; 2024Q3: 16,201 shares; 2024Q4: 205 shares 205 $26.2K 0.01% -15,996 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 464 shares; 2024Q2: 335 shares; 2024Q3: 350 shares; 2024Q4: 335 shares 335 $26.1K 0.01% -15 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 151 shares; 2024Q2: 154 shares; 2024Q3: 152 shares; 2024Q4: 118 shares 118 $26K 0.01% -34 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 337 shares; 2024Q2: 338 shares; 2024Q3: 339 shares; 2024Q4: 340 shares 340 $25.7K 0.01% +1 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 154 shares; 2024Q2: 154 shares; 2024Q3: 154 shares; 2024Q4: 154 shares 154 $25K <0.01% 0 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 492 shares; 2024Q2: 334 shares; 2024Q3: 250 shares; 2024Q4: 248 shares 248 $25K <0.01% -2 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 390 shares; 2024Q2: 392 shares; 2024Q3: 264 shares; 2024Q4: 189 shares 189 $25K <0.01% -75 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 191 shares; 2024Q2: 191 shares; 2024Q3: 191 shares; 2024Q4: 191 shares 191 $24.6K <0.01% 0 Timeline TILE INTERFACE INC More: the full row for INTERFACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,002 shares; 2024Q3: 1,003 shares; 2024Q4: 1,003 shares 1,003 $24.4K <0.01% 0 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 795 shares; 2024Q2: 793 shares; 2024Q3: 812 shares; 2024Q4: 937 shares 937 $23.9K <0.01% +125 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 11 shares; 2024Q2: 19 shares; 2024Q3: 134 shares; 2024Q4: 116 shares 116 $23.9K <0.01% -18 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 525 shares; 2024Q3: 525 shares; 2024Q4: 525 shares 525 $23.7K <0.01% 0 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 982 shares; 2024Q2: 982 shares; 2024Q3: 982 shares; 2024Q4: 982 shares 982 $23.6K <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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 250 shares; 2024Q2: 500 shares; 2024Q3: 1,030 shares; 2024Q4: 308 shares 308 $23.3K <0.01% -722 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 765 shares; 2024Q4: 765 shares 765 $23.3K <0.01% 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 633 shares; 2024Q2: 207 shares; 2024Q3: 283 shares; 2024Q4: 292 shares 292 $22.7K <0.01% +9 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 465 shares; 2024Q2: 465 shares; 2024Q3: 490 shares; 2024Q4: 491 shares 491 $22.6K <0.01% +1 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 113 shares; 2024Q2: 57 shares; 2024Q3: 56 shares; 2024Q4: 56 shares 56 $22.6K <0.01% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 59 shares; 2024Q2: 80 shares; 2024Q3: 86 shares; 2024Q4: 93 shares 93 $22.4K <0.01% +7 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 61 shares; 2024Q3: 67 shares; 2024Q4: 67 shares 67 $22.1K <0.01% 0 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,460 shares; 2024Q3: 1,473 shares; 2024Q4: 1,484 shares 1,484 $21.9K <0.01% +11 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 334 shares; 2024Q2: 337 shares; 2024Q3: 347 shares; 2024Q4: 342 shares 342 $21.6K <0.01% -5 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,245 shares; 2024Q2: 2,123 shares; 2024Q3: 888 shares; 2024Q4: 236 shares 236 $21.5K <0.01% -652 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 987 shares; 2024Q2: 987 shares; 2024Q3: 987 shares; 2024Q4: 618 shares 618 $21.1K <0.01% -369 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares 1,000 $21.1K <0.01% 0 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 823 shares; 2024Q2: 365 shares; 2024Q3: 256 shares; 2024Q4: 180 shares 180 $20.7K <0.01% -76 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 131 shares; 2024Q4: 253 shares 253 $20.5K <0.01% +122 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares 200 $20.3K <0.01% 0 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,114 shares; 2024Q2: 2,114 shares; 2024Q3: 2,114 shares; 2024Q4: 2,114 shares 2,114 $19.9K <0.01% 0 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 520 shares; 2024Q2: 397 shares; 2024Q3: 401 shares; 2024Q4: 405 shares 405 $19.8K <0.01% +4 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 177 shares; 2024Q2: 179 shares; 2024Q3: 191 shares; 2024Q4: 193 shares 193 $19.3K <0.01% +2 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 214 shares; 2024Q2: 223 shares; 2024Q3: 198 shares; 2024Q4: 198 shares 198 $19.3K <0.01% 0 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 277 shares; 2024Q2: 299 shares; 2024Q3: 364 shares; 2024Q4: 366 shares 366 $19K <0.01% +2 Timeline MT ARCELORMITTAL SA LUXEMBOURG More: the full row for ARCELORMITTAL SA LUXEMBOURG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 704 shares; 2024Q2: 753 shares; 2024Q3: 825 shares; 2024Q4: 808 shares 808 $18.7K <0.01% -17 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 500 shares 500 $18.6K <0.01% new 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 319 shares; 2024Q4: 319 shares 319 $18.5K <0.01% 0 Timeline RDVY 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 308 shares; 2024Q2: 309 shares; 2024Q3: 311 shares; 2024Q4: 313 shares 313 $18.5K <0.01% +2 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 154 shares; 2024Q2: 154 shares; 2024Q3: 155 shares; 2024Q4: 157 shares 157 $18.4K <0.01% +2 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 312 shares 312 $18.3K <0.01% new Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 102 shares; 2024Q2: 104 shares; 2024Q3: 104 shares; 2024Q4: 104 shares 104 $18.3K <0.01% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 209 shares; 2024Q2: 212 shares; 2024Q3: 214 shares; 2024Q4: 215 shares 215 $18.1K <0.01% +1 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 158 shares; 2024Q2: 164 shares; 2024Q3: 172 shares; 2024Q4: 164 shares 164 $18.1K <0.01% -8 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 396 shares; 2024Q2: 231 shares; 2024Q3: 217 shares; 2024Q4: 217 shares 217 $17.7K <0.01% 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 350 shares; 2024Q2: 350 shares; 2024Q3: 350 shares; 2024Q4: 350 shares 350 $16.9K <0.01% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 150 shares; 2024Q2: 150 shares; 2024Q3: 150 shares; 2024Q4: 150 shares 150 $16.6K <0.01% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 73 shares; 2024Q2: 74 shares; 2024Q3: 74 shares; 2024Q4: 74 shares 74 $16.5K <0.01% 0 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 100 shares 100 $16.3K <0.01% new 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 249 shares; 2024Q2: 249 shares; 2024Q3: 648 shares; 2024Q4: 648 shares 648 $16.2K <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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 76 shares; 2024Q2: 81 shares; 2024Q3: 80 shares; 2024Q4: 24 shares 24 $16.2K <0.01% -56 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 221 shares; 2024Q2: 221 shares; 2024Q3: 265 shares; 2024Q4: 265 shares 265 $16.1K <0.01% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 112 shares; 2024Q4: 113 shares 113 $16K <0.01% +1 Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,050 shares; 2024Q2: 1,050 shares; 2024Q3: 1,070 shares; 2024Q4: 1,070 shares 1,070 $16K <0.01% 0 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 155 shares; 2024Q2: 156 shares; 2024Q3: 157 shares; 2024Q4: 158 shares 158 $15.9K <0.01% +1 Timeline RPD RAPID7 INC More: the full row for RAPID7 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 392 shares; 2024Q2: 392 shares; 2024Q3: 392 shares; 2024Q4: 392 shares 392 $15.8K <0.01% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 271 shares; 2024Q2: 271 shares; 2024Q3: 271 shares; 2024Q4: 271 shares 271 $15.7K <0.01% 0 Timeline CVRX CVRX INC More: the full row for CVRX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,237 shares; 2024Q3: 1,237 shares; 2024Q4: 1,237 shares 1,237 $15.7K <0.01% 0 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 114 shares; 2024Q2: 120 shares; 2024Q3: 142 shares; 2024Q4: 142 shares 142 $15.5K <0.01% 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 498 shares; 2024Q2: 499 shares; 2024Q3: 502 shares; 2024Q4: 504 shares 504 $15.3K <0.01% +2 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 492 shares; 2024Q2: 452 shares; 2024Q3: 452 shares; 2024Q4: 266 shares 266 $15.3K <0.01% -186 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 83 shares; 2024Q2: 84 shares; 2024Q3: 128 shares; 2024Q4: 129 shares 129 $15.2K <0.01% +1 Timeline