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: 192,700 shares; 2023Q2: 203,884 shares; 2023Q3: 213,071 shares; 2023Q4: 221,046 shares; 2024Q1: 234,787 shares; 2024Q2: 257,182 shares; 2024Q3: 248,929 shares; 2024Q4: 251,932 shares 251,932 $42.7M 15.65% +3,003 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: 33,194 shares; 2023Q2: 32,681 shares; 2023Q3: 34,328 shares; 2023Q4: 38,173 shares; 2024Q1: 42,073 shares; 2024Q2: 53,582 shares; 2024Q3: 69,200 shares; 2024Q4: 83,379 shares 83,379 $34.2M 12.55% +14,179 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: 29,865 shares; 2023Q2: 31,298 shares; 2023Q3: 33,031 shares; 2023Q4: 35,267 shares; 2024Q1: 38,865 shares; 2024Q2: 42,069 shares; 2024Q3: 43,002 shares; 2024Q4: 43,721 shares 43,721 $23.6M 8.64% +719 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: 96,776 shares; 2023Q2: 89,145 shares; 2023Q3: 87,850 shares; 2023Q4: 85,303 shares; 2024Q1: 82,000 shares; 2024Q2: 81,859 shares; 2024Q3: 86,610 shares; 2024Q4: 84,434 shares 84,434 $14.2M 5.19% -2,176 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: 31,134 shares; 2023Q2: 31,560 shares; 2023Q3: 32,896 shares; 2023Q4: 34,073 shares; 2024Q1: 38,365 shares; 2024Q2: 40,294 shares; 2024Q3: 42,233 shares; 2024Q4: 44,588 shares 44,588 $7.21M 2.65% +2,355 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,750 shares; 2023Q2: 5,750 shares; 2023Q3: 6,888 shares; 2023Q4: 87,908 shares; 2024Q1: 111,166 shares; 2024Q2: 160,997 shares; 2024Q3: 184,529 shares; 2024Q4: 243,660 shares 243,660 $6.18M 2.27% +59,131 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: 23,353 shares; 2023Q2: 23,078 shares; 2023Q3: 22,969 shares; 2023Q4: 22,732 shares; 2024Q1: 22,693 shares; 2024Q2: 22,434 shares; 2024Q3: 22,507 shares; 2024Q4: 21,481 shares 21,481 $5.38M 1.97% -1,026 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: 79,469 shares; 2023Q2: 81,389 shares; 2023Q3: 81,389 shares; 2023Q4: 80,349 shares; 2024Q1: 78,528 shares; 2024Q2: 75,788 shares; 2024Q3: 75,654 shares; 2024Q4: 226,960 shares 226,960 $5.15M 1.89% +151,306 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 165,691 shares; 2023Q2: 156,509 shares; 2023Q3: 156,509 shares; 2023Q4: 154,329 shares; 2024Q1: 151,313 shares; 2024Q2: 150,495 shares; 2024Q3: 150,495 shares; 2024Q4: 146,892 shares 146,892 $5.08M 1.86% -3,603 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 25,400 shares; 2024Q3: 25,400 shares; 2024Q4: 25,406 shares 25,406 $5.07M 1.86% +6 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: 6,096 shares; 2023Q2: 6,016 shares; 2023Q3: 5,966 shares; 2023Q4: 5,966 shares; 2024Q1: 6,132 shares; 2024Q2: 6,132 shares; 2024Q3: 24,527 shares; 2024Q4: 24,458 shares 24,458 $4.47M 1.64% -69 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 13,662 shares; 2023Q2: 13,857 shares; 2023Q3: 13,995 shares; 2023Q4: 15,429 shares; 2024Q1: 16,157 shares; 2024Q2: 16,851 shares; 2024Q3: 17,564 shares; 2024Q4: 17,358 shares 17,358 $4.4M 1.62% -206 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 13,261 shares; 2023Q2: 13,261 shares; 2023Q3: 13,261 shares; 2023Q4: 13,261 shares; 2024Q1: 13,259 shares; 2024Q2: 13,004 shares; 2024Q3: 13,004 shares; 2024Q4: 13,004 shares 13,004 $4.35M 1.59% 0 Timeline SCHK 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: 39,516 shares; 2023Q2: 41,240 shares; 2023Q3: 45,328 shares; 2023Q4: 45,424 shares; 2024Q1: 53,117 shares; 2024Q2: 63,031 shares; 2024Q3: 64,398 shares; 2024Q4: 136,558 shares 136,558 $3.87M 1.42% +72,160 Timeline NEAR 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: 65,325 shares; 2023Q2: 68,370 shares; 2023Q3: 84,248 shares; 2023Q4: 127,350 shares; 2024Q1: 115,234 shares; 2024Q2: 96,301 shares; 2024Q3: 80,272 shares; 2024Q4: 76,413 shares 76,413 $3.86M 1.42% -3,859 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: 6,554 shares; 2023Q2: 6,567 shares; 2023Q3: 6,567 shares; 2023Q4: 6,567 shares; 2024Q1: 6,534 shares; 2024Q2: 6,534 shares; 2024Q3: 6,534 shares; 2024Q4: 6,314 shares 6,314 $3.72M 1.36% -220 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: 125,226 shares; 2023Q2: 123,092 shares; 2023Q3: 122,826 shares; 2023Q4: 91,991 shares; 2024Q1: 83,019 shares; 2024Q2: 74,744 shares; 2024Q3: 74,155 shares; 2024Q4: 71,469 shares 71,469 $3.42M 1.25% -2,686 Timeline SCHWAB CHARLES FAMILY FD SCHWAB CHARLES FAMILY FD More: the full row for SCHWAB CHARLES FAMILY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 9,737,777 shares; 2024Q3: 13,626,401 shares; 2024Q4: 3,382,476 shares 3,382,476 $3.38M 1.24% -10,243,925 MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 7,347 shares; 2023Q2: 7,141 shares; 2023Q3: 7,280 shares; 2023Q4: 7,313 shares; 2024Q1: 8,233 shares; 2024Q2: 7,382 shares; 2024Q3: 7,261 shares; 2024Q4: 6,975 shares 6,975 $2.94M 1.08% -286 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: 10,761 shares; 2023Q2: 10,761 shares; 2023Q3: 10,599 shares; 2023Q4: 10,469 shares; 2024Q1: 11,606 shares; 2024Q2: 11,606 shares; 2024Q3: 11,606 shares; 2024Q4: 11,414 shares 11,414 $2.89M 1.06% -192 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: 15,749 shares; 2023Q2: 21,815 shares; 2023Q3: 24,979 shares; 2023Q4: 28,610 shares; 2024Q1: 38,718 shares; 2024Q2: 46,882 shares; 2024Q3: 52,439 shares; 2024Q4: 54,246 shares 54,246 $2.59M 0.95% +1,807 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: 71,243 shares; 2023Q2: 68,453 shares; 2023Q3: 68,453 shares; 2023Q4: 67,886 shares; 2024Q1: 67,886 shares; 2024Q2: 67,886 shares; 2024Q3: 67,393 shares; 2024Q4: 61,963 shares 61,963 $2.54M 0.93% -5,430 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: 7,768 shares; 2023Q2: 7,743 shares; 2023Q3: 5,199 shares; 2023Q4: 7,583 shares; 2024Q1: 7,583 shares; 2024Q2: 7,583 shares; 2024Q3: 7,583 shares; 2024Q4: 7,574 shares 7,574 $2.44M 0.9% -9 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: 18,312 shares; 2023Q2: 21,077 shares; 2023Q3: 19,402 shares; 2023Q4: 20,031 shares; 2024Q1: 19,955 shares; 2024Q2: 19,955 shares; 2024Q3: 20,428 shares; 2024Q4: 81,716 shares 81,716 $2.28M 0.84% +61,288 Timeline DFUS 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: 42,425 shares; 2023Q2: 42,161 shares; 2023Q3: 42,161 shares; 2023Q4: 42,161 shares; 2024Q1: 33,290 shares; 2024Q2: 32,123 shares; 2024Q3: 32,123 shares; 2024Q4: 32,123 shares 32,123 $2.05M 0.75% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 10,474 shares; 2023Q2: 9,759 shares; 2023Q3: 9,625 shares; 2023Q4: 9,621 shares; 2024Q1: 9,559 shares; 2024Q2: 9,436 shares; 2024Q3: 9,425 shares; 2024Q4: 9,533 shares 9,533 $1.89M 0.69% +108 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: 27,309 shares; 2023Q2: 26,865 shares; 2023Q3: 26,587 shares; 2023Q4: 24,249 shares; 2024Q1: 24,249 shares; 2024Q2: 24,249 shares; 2024Q3: 24,249 shares; 2024Q4: 71,187 shares 71,187 $1.86M 0.68% +46,938 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: 6,207 shares; 2023Q2: 6,207 shares; 2023Q3: 5,514 shares; 2023Q4: 5,514 shares; 2024Q1: 5,514 shares; 2024Q2: 6,214 shares; 2024Q3: 6,218 shares; 2024Q4: 6,249 shares 6,249 $1.83M 0.67% +31 Timeline DFAT 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: 37,488 shares; 2023Q2: 37,488 shares; 2023Q3: 37,488 shares; 2023Q4: 37,400 shares; 2024Q1: 37,040 shares; 2024Q2: 36,920 shares; 2024Q3: 34,525 shares; 2024Q4: 32,280 shares 32,280 $1.8M 0.66% -2,245 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: 2,558 shares; 2023Q2: 3,016 shares; 2023Q3: 3,014 shares; 2023Q4: 3,015 shares; 2024Q1: 3,178 shares; 2024Q2: 3,140 shares; 2024Q3: 2,932 shares; 2024Q4: 2,981 shares 2,981 $1.75M 0.64% +49 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 40,400 shares; 2023Q2: 41,955 shares; 2023Q3: 45,474 shares; 2023Q4: 46,522 shares; 2024Q1: 44,444 shares; 2024Q2: 38,164 shares; 2024Q3: 39,102 shares; 2024Q4: 38,841 shares 38,841 $1.74M 0.64% -261 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: 23,158 shares; 2023Q2: 23,158 shares; 2023Q3: 22,429 shares; 2023Q4: 16,236 shares; 2024Q1: 15,654 shares; 2024Q2: 15,545 shares; 2024Q3: 15,029 shares; 2024Q4: 14,703 shares 14,703 $1.6M 0.59% -326 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: 17,893 shares; 2023Q2: 20,124 shares; 2023Q3: 21,157 shares; 2023Q4: not reported; 2024Q1: 22,977 shares; 2024Q2: 23,506 shares; 2024Q3: 24,106 shares; 2024Q4: 23,818 shares 23,818 $1.58M 0.58% -288 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: 5,380 shares; 2023Q2: 5,639 shares; 2023Q3: 5,739 shares; 2023Q4: 5,333 shares; 2024Q1: 6,018 shares; 2024Q2: 6,293 shares; 2024Q3: 6,699 shares; 2024Q4: 6,350 shares 6,350 $1.53M 0.56% -349 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: 3,682 shares; 2023Q2: 3,622 shares; 2023Q3: 3,742 shares; 2023Q4: 3,742 shares; 2024Q1: 4,182 shares; 2024Q2: 4,112 shares; 2024Q3: 5,992 shares; 2024Q4: 6,767 shares 6,767 $1.48M 0.54% +775 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: 12,217 shares; 2023Q2: 12,217 shares; 2023Q3: 11,232 shares; 2023Q4: 11,232 shares; 2024Q1: 11,232 shares; 2024Q2: 11,232 shares; 2024Q3: 11,192 shares; 2024Q4: 11,192 shares 11,192 $1.44M 0.53% 0 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: 39,079 shares; 2023Q2: 39,033 shares; 2023Q3: 38,861 shares; 2023Q4: 39,077 shares; 2024Q1: 39,364 shares; 2024Q2: 37,547 shares; 2024Q3: 37,623 shares; 2024Q4: 75,270 shares 75,270 $1.39M 0.51% +37,647 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: 22,801 shares; 2023Q2: 22,801 shares; 2023Q3: 22,801 shares; 2023Q4: 22,801 shares; 2024Q1: 22,801 shares; 2024Q2: 22,801 shares; 2024Q3: 22,801 shares; 2024Q4: 22,890 shares 22,890 $1.35M 0.49% +89 Timeline DFAS 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: 32,588 shares; 2023Q2: 31,124 shares; 2023Q3: 32,714 shares; 2023Q4: 17,729 shares; 2024Q1: 17,729 shares; 2024Q2: 20,319 shares; 2024Q3: 19,924 shares; 2024Q4: 19,763 shares 19,763 $1.29M 0.47% -161 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: 14,355 shares; 2023Q2: 15,043 shares; 2023Q3: 18,096 shares; 2023Q4: 18,104 shares; 2024Q1: 18,104 shares; 2024Q2: 18,117 shares; 2024Q3: 18,117 shares; 2024Q4: 16,350 shares 16,350 $1.24M 0.45% -1,767 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: 9,065 shares; 2023Q2: 8,216 shares; 2023Q3: 8,340 shares; 2023Q4: 8,314 shares; 2024Q1: 8,559 shares; 2024Q2: 8,114 shares; 2024Q3: 8,026 shares; 2024Q4: 8,154 shares 8,154 $1.18M 0.43% +128 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: 7,904 shares; 2023Q2: 7,504 shares; 2023Q3: 7,040 shares; 2023Q4: 7,040 shares; 2024Q1: 8,568 shares; 2024Q2: 8,989 shares; 2024Q3: 10,326 shares; 2024Q4: 10,456 shares 10,456 $1.12M 0.41% +130 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: 143 shares; 2023Q2: 143 shares; 2023Q3: 143 shares; 2023Q4: 143 shares; 2024Q1: 148 shares; 2024Q2: 2,150 shares; 2024Q3: 2,149 shares; 2024Q4: 2,190 shares 2,190 $1.12M 0.41% +41 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: 14,433 shares; 2023Q2: 14,433 shares; 2023Q3: 14,433 shares; 2023Q4: 14,203 shares; 2024Q1: 14,203 shares; 2024Q2: 14,203 shares; 2024Q3: 14,203 shares; 2024Q4: 14,281 shares 14,281 $1.09M 0.4% +78 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: 5,784 shares; 2023Q2: 4,860 shares; 2023Q3: 4,869 shares; 2023Q4: 4,884 shares; 2024Q1: 4,290 shares; 2024Q2: 3,676 shares; 2024Q3: 3,422 shares; 2024Q4: 3,610 shares 3,610 $1.05M 0.38% +188 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: 4,890 shares; 2023Q2: 5,090 shares; 2023Q3: 5,250 shares; 2023Q4: 5,250 shares; 2024Q1: 5,491 shares; 2024Q2: 5,492 shares; 2024Q3: 5,292 shares; 2024Q4: 5,112 shares 5,112 $968K 0.35% -180 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 332,513 shares; 2023Q2: 7,768 shares; 2023Q3: 7,195 shares; 2023Q4: 7,420 shares; 2024Q1: 6,761 shares; 2024Q2: 7,151 shares; 2024Q3: 6,930 shares; 2024Q4: 6,545 shares 6,545 $941K 0.35% -385 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: 498 shares; 2023Q2: 539 shares; 2023Q3: 539 shares; 2023Q4: 539 shares; 2024Q1: 570 shares; 2024Q2: 5,732 shares; 2024Q3: 5,712 shares; 2024Q4: 6,904 shares 6,904 $927K 0.34% +1,192 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 42,200 shares; 2023Q2: 36,553 shares; 2023Q3: 36,316 shares; 2023Q4: 22,697 shares; 2024Q1: 20,416 shares; 2024Q2: 22,729 shares; 2024Q3: 22,131 shares; 2024Q4: 20,501 shares 20,501 $867K 0.32% -1,630 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: 7,734 shares; 2023Q2: 7,734 shares; 2023Q3: 8,271 shares; 2023Q4: 8,272 shares; 2024Q1: 8,272 shares; 2024Q2: 7,204 shares; 2024Q3: 7,204 shares; 2024Q4: 6,714 shares 6,714 $851K 0.31% -490 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,000 shares; 2023Q2: 2,000 shares; 2023Q3: 2,000 shares; 2023Q4: 2,000 shares; 2024Q1: 2,000 shares; 2024Q2: 2,000 shares; 2024Q3: 2,000 shares; 2024Q4: 2,004 shares 2,004 $839K 0.31% +4 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: 1,494 shares; 2023Q2: 1,506 shares; 2023Q3: 1,570 shares; 2023Q4: 1,506 shares; 2024Q1: 1,515 shares; 2024Q2: 1,515 shares; 2024Q3: 1,515 shares; 2024Q4: 1,539 shares 1,539 $803K 0.29% +24 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: 4,528 shares; 2023Q2: 4,528 shares; 2023Q3: 4,659 shares; 2023Q4: 4,659 shares; 2024Q1: 5,315 shares; 2024Q2: 5,282 shares; 2024Q3: 5,282 shares; 2024Q4: 5,345 shares 5,345 $774K 0.28% +63 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,671 shares; 2023Q2: 4,563 shares; 2023Q3: 7,124 shares; 2023Q4: 7,190 shares; 2024Q1: 7,260 shares; 2024Q2: 6,969 shares; 2024Q3: 6,824 shares; 2024Q4: 6,473 shares 6,473 $746K 0.27% -351 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: 3,202 shares; 2023Q2: 3,243 shares; 2023Q3: 3,305 shares; 2023Q4: 3,305 shares; 2024Q1: 3,542 shares; 2024Q2: 3,142 shares; 2024Q3: 2,876 shares; 2024Q4: 3,067 shares 3,067 $735K 0.27% +191 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: 7,938 shares; 2023Q2: 7,938 shares; 2023Q3: 7,938 shares; 2023Q4: 7,938 shares; 2024Q1: 7,938 shares; 2024Q2: 7,938 shares; 2024Q3: 7,938 shares; 2024Q4: 7,938 shares 7,938 $693K 0.25% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 618 shares; 2023Q2: 620 shares; 2023Q3: 622 shares; 2023Q4: 623 shares; 2024Q1: 624 shares; 2024Q2: 626 shares; 2024Q3: 627 shares; 2024Q4: 632 shares 632 $666K 0.24% +5 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: 1,865 shares; 2023Q2: 2,004 shares; 2023Q3: 2,004 shares; 2023Q4: 2,004 shares; 2024Q1: 2,019 shares; 2024Q2: 2,019 shares; 2024Q3: 2,019 shares; 2024Q4: 2,100 shares 2,100 $664K 0.24% +81 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: 4,085 shares; 2023Q2: 4,351 shares; 2023Q3: 4,085 shares; 2023Q4: 4,062 shares; 2024Q1: 4,197 shares; 2024Q2: 4,197 shares; 2024Q3: 4,197 shares; 2024Q4: 4,262 shares 4,262 $648K 0.24% +65 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: 17,807 shares; 2023Q2: 16,089 shares; 2023Q3: 14,671 shares; 2023Q4: 13,024 shares; 2024Q1: 12,084 shares; 2024Q2: 11,095 shares; 2024Q3: 7,981 shares; 2024Q4: 7,816 shares 7,816 $610K 0.22% -165 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: 987 shares; 2023Q2: 1,060 shares; 2023Q3: 1,116 shares; 2023Q4: 1,116 shares; 2024Q1: 1,366 shares; 2024Q2: 1,366 shares; 2024Q3: 1,497 shares; 2024Q4: 1,561 shares 1,561 $607K 0.22% +64 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 451 shares; 2023Q2: 451 shares; 2023Q3: 451 shares; 2023Q4: 451 shares; 2024Q1: 1,976 shares; 2024Q2: 1,976 shares; 2024Q3: 1,976 shares; 2024Q4: 2,005 shares 2,005 $595K 0.22% +29 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: 3,182 shares; 2023Q2: 3,182 shares; 2023Q3: 3,097 shares; 2023Q4: 3,182 shares; 2024Q1: 3,182 shares; 2024Q2: 3,182 shares; 2024Q3: 3,182 shares; 2024Q4: 3,182 shares 3,182 $589K 0.22% 0 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: 5,606 shares; 2023Q2: 5,746 shares; 2023Q3: 4,696 shares; 2023Q4: 4,696 shares; 2024Q1: 4,640 shares; 2024Q2: 4,640 shares; 2024Q3: 4,500 shares; 2024Q4: 4,500 shares 4,500 $574K 0.21% 0 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 571 shares; 2023Q2: 571 shares; 2023Q3: 571 shares; 2023Q4: 571 shares; 2024Q1: 571 shares; 2024Q2: 1,603 shares; 2024Q3: 1,603 shares; 2024Q4: 1,603 shares 1,603 $550K 0.2% 0 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 14,471 shares; 2024Q4: 14,471 shares 14,471 $542K 0.2% 0 Timeline MGV 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,000 shares; 2024Q1: 4,195 shares; 2024Q2: 4,195 shares; 2024Q3: 4,195 shares; 2024Q4: 4,195 shares 4,195 $524K 0.19% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 8,922 shares; 2023Q2: 8,322 shares; 2023Q3: 8,246 shares; 2023Q4: 8,246 shares; 2024Q1: 8,246 shares; 2024Q2: 8,246 shares; 2024Q3: 8,246 shares; 2024Q4: 7,272 shares 7,272 $523K 0.19% -974 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: 1,657 shares; 2023Q2: 1,657 shares; 2023Q3: 1,670 shares; 2023Q4: 1,670 shares; 2024Q1: 8,348 shares; 2024Q2: 8,348 shares; 2024Q3: 8,348 shares; 2024Q4: 8,358 shares 8,358 $521K 0.19% +10 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: 17,474 shares; 2023Q2: 17,474 shares; 2023Q3: 12,174 shares; 2023Q4: 15,634 shares; 2024Q1: 10,334 shares; 2024Q2: 10,334 shares; 2024Q3: 10,334 shares; 2024Q4: 11,434 shares 11,434 $504K 0.18% +1,100 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: 2,540 shares; 2023Q2: 2,873 shares; 2023Q3: 3,050 shares; 2023Q4: 2,920 shares; 2024Q1: 2,979 shares; 2024Q2: 2,942 shares; 2024Q3: 2,609 shares; 2024Q4: 2,689 shares 2,689 $478K 0.18% +80 Timeline DFIV 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: 9,197 shares; 2023Q2: 9,697 shares; 2023Q3: 9,697 shares; 2023Q4: 9,697 shares; 2024Q1: 9,697 shares; 2024Q2: 9,579 shares; 2024Q3: 10,165 shares; 2024Q4: 12,413 shares 12,413 $440K 0.16% +2,248 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: 1,130 shares; 2023Q2: 1,130 shares; 2023Q3: 1,393 shares; 2023Q4: 1,393 shares; 2024Q1: 1,393 shares; 2024Q2: 824 shares; 2024Q3: 824 shares; 2024Q4: 942 shares 942 $427K 0.16% +118 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: 5,028 shares; 2023Q2: 4,828 shares; 2023Q3: 4,872 shares; 2023Q4: 4,872 shares; 2024Q1: 4,349 shares; 2024Q2: 3,555 shares; 2024Q3: 3,555 shares; 2024Q4: 3,651 shares 3,651 $413K 0.15% +96 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: 1,765 shares; 2023Q2: 1,765 shares; 2023Q3: 1,798 shares; 2023Q4: 1,798 shares; 2024Q1: 1,798 shares; 2024Q2: 1,798 shares; 2024Q3: 1,798 shares; 2024Q4: 1,841 shares 1,841 $391K 0.14% +43 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: 600 shares; 2023Q2: 600 shares; 2023Q3: 600 shares; 2023Q4: 600 shares; 2024Q1: 628 shares; 2024Q2: 628 shares; 2024Q3: 628 shares; 2024Q4: 628 shares 628 $390K 0.14% 0 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: 2,167 shares; 2023Q2: 2,167 shares; 2023Q3: 2,167 shares; 2023Q4: 2,167 shares; 2024Q1: 2,236 shares; 2024Q2: 2,236 shares; 2024Q3: 2,236 shares; 2024Q4: 1,996 shares 1,996 $381K 0.14% -240 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,912 shares; 2023Q2: 2,912 shares; 2023Q3: 2,947 shares; 2023Q4: 2,947 shares; 2024Q1: 2,657 shares; 2024Q2: 1,907 shares; 2024Q3: 1,907 shares; 2024Q4: 1,879 shares 1,879 $378K 0.14% -28 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: 2,366 shares; 2023Q2: 2,226 shares; 2023Q3: 2,256 shares; 2023Q4: 2,256 shares; 2024Q1: 2,256 shares; 2024Q2: 2,256 shares; 2024Q3: 2,256 shares; 2024Q4: 2,256 shares 2,256 $360K 0.13% 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: 304 shares; 2023Q2: 304 shares; 2023Q3: 351 shares; 2023Q4: 434 shares; 2024Q1: 416 shares; 2024Q2: 416 shares; 2024Q3: 416 shares; 2024Q4: 458 shares 458 $354K 0.13% +42 Timeline EELV 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: 87,541 shares; 2023Q2: 98,483 shares; 2023Q3: 111,228 shares; 2023Q4: 16,437 shares; 2024Q1: 15,294 shares; 2024Q2: 15,294 shares; 2024Q3: 15,294 shares; 2024Q4: 15,014 shares 15,014 $351K 0.13% -280 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: 1,460 shares; 2023Q2: 1,565 shares; 2023Q3: 1,460 shares; 2023Q4: 1,460 shares; 2024Q1: 3,260 shares; 2024Q2: 1,600 shares; 2024Q3: 1,600 shares; 2024Q4: 1,835 shares 1,835 $349K 0.13% +235 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: 2,345 shares; 2023Q2: 2,362 shares; 2023Q3: 2,186 shares; 2023Q4: 2,186 shares; 2024Q1: 2,172 shares; 2024Q2: 2,172 shares; 2024Q3: 2,122 shares; 2024Q4: 2,122 shares 2,122 $348K 0.13% 0 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: 703 shares; 2023Q2: 877 shares; 2023Q3: 937 shares; 2023Q4: 976 shares; 2024Q1: 1,053 shares; 2024Q2: 1,152 shares; 2024Q3: 1,302 shares; 2024Q4: 1,296 shares 1,296 $342K 0.13% -6 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: 3,186 shares; 2023Q2: 3,186 shares; 2023Q3: 3,186 shares; 2023Q4: 3,186 shares; 2024Q1: 3,186 shares; 2024Q2: 3,186 shares; 2024Q3: 3,186 shares; 2024Q4: 3,186 shares 3,186 $324K 0.12% 0 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: 641 shares; 2023Q2: 476 shares; 2023Q3: 476 shares; 2023Q4: 476 shares; 2024Q1: 536 shares; 2024Q2: 536 shares; 2024Q3: 602 shares; 2024Q4: 794 shares 794 $321K 0.12% +192 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: 1,790 shares; 2023Q2: 1,947 shares; 2023Q3: 2,006 shares; 2023Q4: 2,006 shares; 2024Q1: 2,016 shares; 2024Q2: 1,767 shares; 2024Q3: 1,767 shares; 2024Q4: 1,879 shares 1,879 $313K 0.11% +112 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,500 shares; 2024Q3: 1,500 shares; 2024Q4: 1,506 shares 1,506 $309K 0.11% +6 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,179 shares; 2023Q2: 1,695 shares; 2023Q3: 2,221 shares; 2023Q4: 2,748 shares; 2024Q1: 3,236 shares; 2024Q2: 4,193 shares; 2024Q3: 5,202 shares; 2024Q4: 5,013 shares 5,013 $309K 0.11% -189 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 5,174 shares; 2023Q2: 5,554 shares; 2023Q3: 5,522 shares; 2023Q4: 5,522 shares; 2024Q1: 5,522 shares; 2024Q2: 5,522 shares; 2024Q3: 4,958 shares; 2024Q4: 4,995 shares 4,995 $305K 0.11% +37 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: 945 shares; 2023Q2: 945 shares; 2023Q3: 945 shares; 2023Q4: 991 shares; 2024Q1: 998 shares; 2024Q2: 991 shares; 2024Q3: 991 shares; 2024Q4: 1,049 shares 1,049 $304K 0.11% +58 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: 4,245 shares; 2023Q2: 4,191 shares; 2023Q3: 4,320 shares; 2023Q4: 4,568 shares; 2024Q1: 5,918 shares; 2024Q2: 4,472 shares; 2024Q3: 4,472 shares; 2024Q4: 4,720 shares 4,720 $294K 0.11% +248 Timeline HI HILLENBRAND INC More: the full row for HILLENBRAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 9,230 shares; 2023Q2: 9,230 shares; 2023Q3: 9,230 shares; 2023Q4: 9,230 shares; 2024Q1: 9,230 shares; 2024Q2: 9,230 shares; 2024Q3: 9,230 shares; 2024Q4: 9,230 shares 9,230 $284K 0.1% 0 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: 4,258 shares; 2023Q2: 4,258 shares; 2023Q3: 4,361 shares; 2023Q4: 4,361 shares; 2024Q1: 3,786 shares; 2024Q2: 3,786 shares; 2024Q3: 3,786 shares; 2024Q4: 3,949 shares 3,949 $283K 0.1% +163 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: 1,556 shares; 2023Q2: 1,556 shares; 2023Q3: 1,556 shares; 2023Q4: 1,556 shares; 2024Q1: 1,556 shares; 2024Q2: 1,106 shares; 2024Q3: 1,106 shares; 2024Q4: 1,118 shares 1,118 $276K 0.1% +12 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: 5,036 shares; 2023Q2: 5,036 shares; 2023Q3: 4,384 shares; 2023Q4: 3,471 shares; 2024Q1: 3,429 shares; 2024Q2: 3,429 shares; 2024Q3: 3,429 shares; 2024Q4: 3,092 shares 3,092 $275K 0.1% -337 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: 1,045 shares; 2023Q2: 949 shares; 2023Q3: 949 shares; 2023Q4: 949 shares; 2024Q1: 949 shares; 2024Q2: 949 shares; 2024Q3: 949 shares; 2024Q4: 949 shares 949 $274K 0.1% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,319 shares; 2023Q2: 1,319 shares; 2023Q3: 1,319 shares; 2023Q4: 1,319 shares; 2024Q1: 1,319 shares; 2024Q2: 1,319 shares; 2024Q3: 1,319 shares; 2024Q4: 1,319 shares 1,319 $273K 0.1% 0 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: 18 shares; 2023Q2: 40 shares; 2023Q3: 72 shares; 2023Q4: 72 shares; 2024Q1: 93 shares; 2024Q2: 93 shares; 2024Q3: 930 shares; 2024Q4: 1,165 shares 1,165 $270K 0.1% +235 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: 6,172 shares; 2023Q2: 6,172 shares; 2023Q3: 6,172 shares; 2023Q4: 6,172 shares; 2024Q1: 6,172 shares; 2024Q2: 6,172 shares; 2024Q3: 6,172 shares; 2024Q4: 6,222 shares 6,222 $270K 0.1% +50 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: 626 shares; 2023Q2: 626 shares; 2023Q3: 626 shares; 2023Q4: 626 shares; 2024Q1: 626 shares; 2024Q2: 626 shares; 2024Q3: 626 shares; 2024Q4: 626 shares 626 $266K 0.1% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,574 shares; 2023Q2: 3,474 shares; 2023Q3: 3,414 shares; 2023Q4: 2,769 shares; 2024Q1: 2,060 shares; 2024Q2: 1,321 shares; 2024Q3: 1,321 shares; 2024Q4: 1,342 shares 1,342 $259K 0.09% +21 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: 2,047 shares; 2023Q2: 2,056 shares; 2023Q3: 1,080 shares; 2023Q4: 1,145 shares; 2024Q1: 1,179 shares; 2024Q2: 1,179 shares; 2024Q3: 1,140 shares; 2024Q4: 1,140 shares 1,140 $252K 0.09% 0 Timeline DFAU 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: 7,877 shares; 2023Q2: 7,877 shares; 2023Q3: 6,222 shares; 2023Q4: 6,222 shares; 2024Q1: 6,222 shares; 2024Q2: 6,222 shares; 2024Q3: 6,222 shares; 2024Q4: 6,222 shares 6,222 $252K 0.09% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 8,244 shares; 2023Q2: 5,032 shares; 2023Q3: 4,243 shares; 2023Q4: 3,800 shares; 2024Q1: 3,529 shares; 2024Q2: 3,142 shares; 2024Q3: 3,106 shares; 2024Q4: 3,107 shares 3,107 $249K 0.09% +1 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,500 shares; 2023Q2: not reported; 2023Q3: 2,500 shares; 2023Q4: 2,500 shares; 2024Q1: 2,500 shares; 2024Q2: 2,500 shares; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares 2,500 $249K 0.09% 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: 1,285 shares; 2023Q2: 1,100 shares; 2023Q3: 1,100 shares; 2023Q4: 1,100 shares; 2024Q1: 1,053 shares; 2024Q2: 1,053 shares; 2024Q3: 1,053 shares; 2024Q4: 1,083 shares 1,083 $249K 0.09% +30 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: 1,231 shares; 2023Q2: 1,231 shares; 2023Q3: 900 shares; 2023Q4: 900 shares; 2024Q1: 912 shares; 2024Q2: 1,013 shares; 2024Q3: 1,013 shares; 2024Q4: 1,039 shares 1,039 $242K 0.09% +26 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: 3,024 shares; 2023Q2: 3,024 shares; 2023Q3: 3,424 shares; 2023Q4: 3,424 shares; 2024Q1: 3,424 shares; 2024Q2: 3,424 shares; 2024Q3: 3,424 shares; 2024Q4: 2,739 shares 2,739 $235K 0.09% -685 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: 916 shares; 2023Q2: 916 shares; 2023Q3: 916 shares; 2023Q4: 651 shares; 2024Q1: 657 shares; 2024Q2: 607 shares; 2024Q3: 607 shares; 2024Q4: 622 shares 622 $229K 0.08% +15 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: 554 shares; 2023Q2: 554 shares; 2023Q3: 554 shares; 2023Q4: 554 shares; 2024Q1: 554 shares; 2024Q2: 513 shares; 2024Q3: 567 shares; 2024Q4: 567 shares 567 $228K 0.08% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 569 shares; 2023Q2: 611 shares; 2023Q3: 648 shares; 2023Q4: 648 shares; 2024Q1: 1,147 shares; 2024Q2: 1,147 shares; 2024Q3: 1,147 shares; 2024Q4: 1,196 shares 1,196 $224K 0.08% +49 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: 4,493 shares; 2023Q2: 4,493 shares; 2023Q3: 4,493 shares; 2023Q4: 4,493 shares; 2024Q1: 4,493 shares; 2024Q2: 4,493 shares; 2024Q3: 4,493 shares; 2024Q4: 4,493 shares 4,493 $224K 0.08% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 65 shares; 2024Q1: 65 shares; 2024Q2: 65 shares; 2024Q3: 65 shares; 2024Q4: 3,242 shares 3,242 $224K 0.08% +3,177 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: 3,890 shares; 2023Q2: 3,656 shares; 2023Q3: 3,556 shares; 2023Q4: 3,556 shares; 2024Q1: 3,872 shares; 2024Q2: 1,419 shares; 2024Q3: 1,419 shares; 2024Q4: 1,244 shares 1,244 $222K 0.08% -175 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: 6,219 shares; 2023Q2: 231 shares; 2023Q3: 269 shares; 2023Q4: 269 shares; 2024Q1: 275 shares; 2024Q2: 205 shares; 2024Q3: 205 shares; 2024Q4: 228 shares 228 $209K 0.08% +23 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: 2,300 shares; 2023Q2: 2,300 shares; 2023Q3: 2,400 shares; 2023Q4: 2,400 shares; 2024Q1: 2,400 shares; 2024Q2: 2,400 shares; 2024Q3: 2,319 shares; 2024Q4: 2,268 shares 2,268 $201K 0.07% -51 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: 502 shares; 2023Q2: 502 shares; 2023Q3: 529 shares; 2023Q4: 529 shares; 2024Q1: 535 shares; 2024Q2: 535 shares; 2024Q3: 535 shares; 2024Q4: 569 shares 569 $200K 0.07% +34 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: 2,184 shares; 2023Q2: 2,184 shares; 2023Q3: 2,075 shares; 2023Q4: 2,162 shares; 2024Q1: 2,029 shares; 2024Q2: 1,629 shares; 2024Q3: 1,629 shares; 2024Q4: 1,778 shares 1,778 $198K 0.07% +149 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: 1,553 shares; 2023Q2: 996 shares; 2023Q3: 991 shares; 2023Q4: 991 shares; 2024Q1: 1,003 shares; 2024Q2: 4,015 shares; 2024Q3: 4,026 shares; 2024Q4: 4,059 shares 4,059 $196K 0.07% +33 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 500 shares; 2023Q3: 950 shares; 2023Q4: 1,420 shares; 2024Q1: 2,020 shares; 2024Q2: 2,020 shares; 2024Q3: 2,020 shares; 2024Q4: 2,020 shares 2,020 $193K 0.07% 0 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: 3,500 shares; 2023Q2: 3,500 shares; 2023Q3: 3,300 shares; 2023Q4: 2,993 shares; 2024Q1: 2,994 shares; 2024Q2: 3,194 shares; 2024Q3: 3,194 shares; 2024Q4: 3,319 shares 3,319 $188K 0.07% +125 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: 1,400 shares; 2023Q2: 1,736 shares; 2023Q3: 1,471 shares; 2023Q4: 1,471 shares; 2024Q1: 1,474 shares; 2024Q2: 1,474 shares; 2024Q3: 1,474 shares; 2024Q4: 1,588 shares 1,588 $184K 0.07% +114 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: not reported; 2023Q2: not reported; 2023Q3: 561 shares; 2023Q4: 561 shares; 2024Q1: 561 shares; 2024Q2: 561 shares; 2024Q3: 561 shares; 2024Q4: 317 shares 317 $181K 0.07% -244 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,906 shares; 2023Q2: 1,906 shares; 2023Q3: 1,906 shares; 2023Q4: 1,906 shares; 2024Q1: 1,443 shares; 2024Q2: 1,443 shares; 2024Q3: 1,443 shares; 2024Q4: 1,301 shares 1,301 $178K 0.07% -142 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: 8,206 shares; 2023Q2: 7,478 shares; 2023Q3: 2,878 shares; 2023Q4: 2,878 shares; 2024Q1: 2,878 shares; 2024Q2: 2,878 shares; 2024Q3: 2,878 shares; 2024Q4: 2,878 shares 2,878 $175K 0.06% 0 Timeline PKOH PARK-OHIO HLDGS CORP More: the full row for PARK-OHIO HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 6,500 shares; 2023Q2: 6,500 shares; 2023Q3: 6,500 shares; 2023Q4: 6,500 shares; 2024Q1: 6,500 shares; 2024Q2: 6,500 shares; 2024Q3: 6,500 shares; 2024Q4: 6,500 shares 6,500 $171K 0.06% 0 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: 4,266 shares; 2023Q2: 4,267 shares; 2023Q3: 4,252 shares; 2023Q4: 4,263 shares; 2024Q1: 4,261 shares; 2024Q2: 3,327 shares; 2024Q3: 3,328 shares; 2024Q4: 2,721 shares 2,721 $167K 0.06% -607 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: 200 shares; 2023Q2: 260 shares; 2023Q3: 260 shares; 2023Q4: 260 shares; 2024Q1: 266 shares; 2024Q2: 266 shares; 2024Q3: 266 shares; 2024Q4: 308 shares 308 $162K 0.06% +42 Timeline DFAX 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: 7,148 shares; 2023Q2: 7,148 shares; 2023Q3: 6,719 shares; 2023Q4: 6,719 shares; 2024Q1: 6,719 shares; 2024Q2: 6,246 shares; 2024Q3: 6,246 shares; 2024Q4: 6,246 shares 6,246 $155K 0.06% 0 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: 5,754 shares; 2023Q2: 5,754 shares; 2023Q3: 5,550 shares; 2023Q4: 5,550 shares; 2024Q1: 4,398 shares; 2024Q2: 4,401 shares; 2024Q3: 4,404 shares; 2024Q4: 2,620 shares 2,620 $155K 0.06% -1,784 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: 5,347 shares; 2023Q2: 5,347 shares; 2023Q3: 4,927 shares; 2023Q4: 4,927 shares; 2024Q1: 4,647 shares; 2024Q2: 4,647 shares; 2024Q3: 4,647 shares; 2024Q4: 4,706 shares 4,706 $152K 0.06% +59 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: 334 shares; 2023Q2: 365 shares; 2023Q3: 365 shares; 2023Q4: 365 shares; 2024Q1: 371 shares; 2024Q2: 371 shares; 2024Q3: 371 shares; 2024Q4: 453 shares 453 $151K 0.06% +82 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: 630 shares; 2023Q2: 330 shares; 2023Q3: 330 shares; 2023Q4: 330 shares; 2024Q1: 742 shares; 2024Q2: 742 shares; 2024Q3: 627 shares; 2024Q4: 674 shares 674 $148K 0.05% +47 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: 1,000 shares; 2023Q2: 1,000 shares; 2023Q3: 1,184 shares; 2023Q4: 1,184 shares; 2024Q1: 1,193 shares; 2024Q2: 1,193 shares; 2024Q3: 1,193 shares; 2024Q4: 1,225 shares 1,225 $148K 0.05% +32 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,263 shares; 2023Q2: 2,133 shares; 2023Q3: 2,133 shares; 2023Q4: 2,244 shares; 2024Q1: 2,437 shares; 2024Q2: 5,024 shares; 2024Q3: 5,024 shares; 2024Q4: 5,024 shares 5,024 $147K 0.05% 0 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 6,995 shares; 2023Q3: 6,995 shares; 2023Q4: 6,995 shares; 2024Q1: 6,995 shares; 2024Q2: 6,995 shares; 2024Q3: 6,995 shares; 2024Q4: 6,995 shares 6,995 $141K 0.05% 0 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: 4,255 shares; 2023Q2: 4,256 shares; 2023Q3: 4,274 shares; 2023Q4: 4,277 shares; 2024Q1: 4,276 shares; 2024Q2: 4,202 shares; 2024Q3: 4,202 shares; 2024Q4: 2,460 shares 2,460 $141K 0.05% -1,742 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: 2,303 shares; 2023Q2: 2,264 shares; 2023Q3: 2,559 shares; 2023Q4: 2,559 shares; 2024Q1: 2,971 shares; 2024Q2: 2,971 shares; 2024Q3: 2,548 shares; 2024Q4: 2,004 shares 2,004 $141K 0.05% -544 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: 591 shares; 2023Q2: 591 shares; 2023Q3: 591 shares; 2023Q4: 591 shares; 2024Q1: 591 shares; 2024Q2: 591 shares; 2024Q3: 591 shares; 2024Q4: 595 shares 595 $140K 0.05% +4 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: 600 shares; 2023Q2: 600 shares; 2023Q3: 600 shares; 2023Q4: 600 shares; 2024Q1: 600 shares; 2024Q2: 600 shares; 2024Q3: 600 shares; 2024Q4: 610 shares 610 $138K 0.05% +10 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: 11,706 shares; 2023Q2: 10,008 shares; 2023Q3: 4,634 shares; 2023Q4: 4,636 shares; 2024Q1: 4,921 shares; 2024Q2: 3,362 shares; 2024Q3: 3,264 shares; 2024Q4: 3,264 shares 3,264 $137K 0.05% 0 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: 202 shares; 2023Q2: 202 shares; 2023Q3: 202 shares; 2023Q4: 430 shares; 2024Q1: 562 shares; 2024Q2: 517 shares; 2024Q3: 486 shares; 2024Q4: 486 shares 486 $136K 0.05% 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: 1,700 shares; 2023Q2: 1,700 shares; 2023Q3: 1,700 shares; 2023Q4: 1,700 shares; 2024Q1: 1,700 shares; 2024Q2: 1,700 shares; 2024Q3: 1,700 shares; 2024Q4: 2,537 shares 2,537 $131K 0.05% +837 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,800 shares; 2023Q2: 1,800 shares; 2023Q3: 2,463 shares; 2023Q4: 1,463 shares; 2024Q1: 1,463 shares; 2024Q2: 1,463 shares; 2024Q3: 1,463 shares; 2024Q4: 1,463 shares 1,463 $129K 0.05% 0 Timeline HESS CORP HESS CORP More: the full row for HESS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 955 shares; 2023Q2: 955 shares; 2023Q3: 955 shares; 2023Q4: 955 shares; 2024Q1: 955 shares; 2024Q2: 955 shares; 2024Q3: 955 shares; 2024Q4: 958 shares 958 $127K 0.05% +3 JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,120 shares; 2024Q4: 2,120 shares 2,120 $127K 0.05% 0 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: 3,925 shares; 2023Q2: 3,925 shares; 2023Q3: 3,698 shares; 2023Q4: 3,698 shares; 2024Q1: 3,698 shares; 2024Q2: 2,392 shares; 2024Q3: 2,392 shares; 2024Q4: 2,392 shares 2,392 $126K 0.05% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,045 shares; 2023Q2: 2,045 shares; 2023Q3: 1,920 shares; 2023Q4: 1,920 shares; 2024Q1: 1,944 shares; 2024Q2: 1,344 shares; 2024Q3: 1,344 shares; 2024Q4: 1,349 shares 1,349 $124K 0.05% +5 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,084 shares; 2023Q2: 1,084 shares; 2023Q3: 1,084 shares; 2023Q4: 1,384 shares; 2024Q1: 1,384 shares; 2024Q2: 1,384 shares; 2024Q3: 2,240 shares; 2024Q4: 3,285 shares 3,285 $124K 0.05% +1,045 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: 2,297 shares; 2023Q2: 2,534 shares; 2023Q3: 2,534 shares; 2023Q4: 980 shares; 2024Q1: 2,260 shares; 2024Q2: 2,260 shares; 2024Q3: 2,260 shares; 2024Q4: 2,308 shares 2,308 $123K 0.05% +48 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: 123 shares; 2023Q2: 170 shares; 2023Q3: 219 shares; 2023Q4: 219 shares; 2024Q1: 219 shares; 2024Q2: 209 shares; 2024Q3: 209 shares; 2024Q4: 232 shares 232 $117K 0.04% +23 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: 1,669 shares; 2023Q2: 1,830 shares; 2023Q3: 1,752 shares; 2023Q4: 1,682 shares; 2024Q1: 1,691 shares; 2024Q2: 1,039 shares; 2024Q3: 1,039 shares; 2024Q4: 1,176 shares 1,176 $117K 0.04% +137 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: 580 shares; 2023Q2: 580 shares; 2023Q3: 580 shares; 2023Q4: 580 shares; 2024Q1: 639 shares; 2024Q2: 289 shares; 2024Q3: 289 shares; 2024Q4: 197 shares 197 $115K 0.04% -92 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: 450 shares; 2023Q2: 450 shares; 2023Q3: 450 shares; 2023Q4: 450 shares; 2024Q1: 450 shares; 2024Q2: 450 shares; 2024Q3: 450 shares; 2024Q4: 450 shares 450 $114K 0.04% 0 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 580 shares; 2023Q4: 580 shares; 2024Q1: 580 shares; 2024Q2: 580 shares; 2024Q3: 580 shares; 2024Q4: 598 shares 598 $107K 0.04% +18 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: 500 shares; 2023Q2: 1,525 shares; 2023Q3: 2,280 shares; 2023Q4: 2,280 shares; 2024Q1: 2,280 shares; 2024Q2: 1,780 shares; 2024Q3: 1,780 shares; 2024Q4: 1,891 shares 1,891 $102K 0.04% +111 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: 275 shares; 2023Q2: 275 shares; 2023Q3: 275 shares; 2023Q4: 275 shares; 2024Q1: 275 shares; 2024Q2: 275 shares; 2024Q3: 275 shares; 2024Q4: 283 shares 283 $102K 0.04% +8 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: 50 shares; 2023Q2: 350 shares; 2023Q3: 300 shares; 2023Q4: 300 shares; 2024Q1: 548 shares; 2024Q2: 548 shares; 2024Q3: 248 shares; 2024Q4: 273 shares 273 $98.9K 0.04% +25 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: 1,699 shares; 2023Q2: 1,765 shares; 2023Q3: 1,765 shares; 2023Q4: 1,765 shares; 2024Q1: 1,465 shares; 2024Q2: 1,465 shares; 2024Q3: 1,399 shares; 2024Q4: 1,431 shares 1,431 $97.7K 0.04% +32 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: 332 shares; 2023Q2: 332 shares; 2023Q3: 332 shares; 2023Q4: 332 shares; 2024Q1: 1,023 shares; 2024Q2: 1,023 shares; 2024Q3: 1,023 shares; 2024Q4: 1,072 shares 1,072 $96.8K 0.04% +49 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: 170 shares; 2023Q2: 170 shares; 2023Q3: 145 shares; 2023Q4: 145 shares; 2024Q1: 151 shares; 2024Q2: 151 shares; 2024Q3: 151 shares; 2024Q4: 194 shares 194 $94.3K 0.03% +43 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: 787 shares; 2023Q2: 769 shares; 2023Q3: 771 shares; 2023Q4: 714 shares; 2024Q1: 794 shares; 2024Q2: 738 shares; 2024Q3: 740 shares; 2024Q4: 787 shares 787 $84.7K 0.03% +47 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 9 shares; 2024Q4: 3,691 shares 3,691 $83.8K 0.03% +3,682 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: 931 shares; 2023Q2: 931 shares; 2023Q3: 996 shares; 2023Q4: 996 shares; 2024Q1: 996 shares; 2024Q2: 996 shares; 2024Q3: 941 shares; 2024Q4: 935 shares 935 $83K 0.03% -6 Timeline LAM RESEARCH CORP LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 30 shares; 2023Q2: 30 shares; 2023Q3: 30 shares; 2023Q4: 30 shares; 2024Q1: 104 shares; 2024Q2: 104 shares; 2024Q3: 105 shares; 2024Q4: 1,143 shares 1,143 $82.6K 0.03% +1,038 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: 89 shares; 2023Q2: 289 shares; 2023Q3: 289 shares; 2023Q4: 289 shares; 2024Q1: 239 shares; 2024Q2: 239 shares; 2024Q3: 399 shares; 2024Q4: 414 shares 414 $81.1K 0.03% +15 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,269 shares; 2024Q4: 2,269 shares 2,269 $80K 0.03% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 546 shares; 2023Q2: 546 shares; 2023Q3: 546 shares; 2023Q4: 546 shares; 2024Q1: 546 shares; 2024Q2: 546 shares; 2024Q3: 546 shares; 2024Q4: 522 shares 522 $79.8K 0.03% -24 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: not reported; 2023Q2: 456 shares; 2023Q3: 456 shares; 2023Q4: 456 shares; 2024Q1: 456 shares; 2024Q2: 456 shares; 2024Q3: 456 shares; 2024Q4: 481 shares 481 $79.4K 0.03% +25 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: 228 shares; 2023Q2: 228 shares; 2023Q3: 228 shares; 2023Q4: 228 shares; 2024Q1: 228 shares; 2024Q2: 228 shares; 2024Q3: 228 shares; 2024Q4: 233 shares 233 $79.2K 0.03% +5 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: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 160 shares; 2024Q1: 160 shares; 2024Q2: 160 shares; 2024Q3: 160 shares; 2024Q4: 123 shares 123 $78.2K 0.03% -37 Timeline NSIT INSIGHT ENTERPRISES INC More: the full row for INSIGHT ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares 500 $76K 0.03% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 149 shares; 2023Q2: 149 shares; 2023Q3: 149 shares; 2023Q4: 149 shares; 2024Q1: 575 shares; 2024Q2: 575 shares; 2024Q3: 575 shares; 2024Q4: 622 shares 622 $74.9K 0.03% +47 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: 4,599 shares; 2023Q2: 4,864 shares; 2023Q3: 4,249 shares; 2023Q4: 4,475 shares; 2024Q1: 3,151 shares; 2024Q2: 3,958 shares; 2024Q3: 3,917 shares; 2024Q4: 2,784 shares 2,784 $73.9K 0.03% -1,133 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: 412 shares; 2023Q2: 412 shares; 2023Q3: 412 shares; 2023Q4: 412 shares; 2024Q1: 412 shares; 2024Q2: 412 shares; 2024Q3: 412 shares; 2024Q4: 477 shares 477 $73.3K 0.03% +65 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 28 shares; 2024Q2: 28 shares; 2024Q3: 28 shares; 2024Q4: 1,484 shares 1,484 $72.8K 0.03% +1,456 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: 363 shares; 2023Q2: 363 shares; 2023Q3: 363 shares; 2023Q4: 363 shares; 2024Q1: 621 shares; 2024Q2: 621 shares; 2024Q3: 621 shares; 2024Q4: 624 shares 624 $71.1K 0.03% +3 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,550 shares; 2023Q2: 1,750 shares; 2023Q3: 1,750 shares; 2023Q4: 1,750 shares; 2024Q1: 1,750 shares; 2024Q2: 1,750 shares; 2024Q3: 1,550 shares; 2024Q4: 1,550 shares 1,550 $70.6K 0.03% 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: 4,620 shares; 2023Q2: 4,620 shares; 2023Q3: 4,620 shares; 2023Q4: 3,934 shares; 2024Q1: 4,359 shares; 2024Q2: 4,359 shares; 2024Q3: 4,259 shares; 2024Q4: 4,319 shares 4,319 $70.3K 0.03% +60 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: 849 shares; 2023Q2: 882 shares; 2023Q3: 882 shares; 2023Q4: 732 shares; 2024Q1: 732 shares; 2024Q2: 732 shares; 2024Q3: 699 shares; 2024Q4: 736 shares 736 $68.2K 0.03% +37 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: 1,445 shares; 2023Q2: 888 shares; 2023Q3: 888 shares; 2023Q4: 888 shares; 2024Q1: 837 shares; 2024Q2: 426 shares; 2024Q3: 340 shares; 2024Q4: 404 shares 404 $67.4K 0.02% +64 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 354 shares; 2023Q2: 354 shares; 2023Q3: 354 shares; 2023Q4: 354 shares; 2024Q1: 354 shares; 2024Q2: 354 shares; 2024Q3: 354 shares; 2024Q4: 354 shares 354 $67.3K 0.02% 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: 289 shares; 2023Q2: 289 shares; 2023Q3: 289 shares; 2023Q4: 732 shares; 2024Q1: 823 shares; 2024Q2: 823 shares; 2024Q3: 816 shares; 2024Q4: 879 shares 879 $66.5K 0.02% +63 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: 27 shares; 2023Q2: 27 shares; 2023Q3: 27 shares; 2023Q4: 5,390 shares; 2024Q1: 50 shares; 2024Q2: 48 shares; 2024Q3: 48 shares; 2024Q4: 74 shares 74 $66K 0.02% +26 Timeline LCNB LCNB CORP More: the full row for LCNB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,593 shares; 2023Q2: 4,593 shares; 2023Q3: 4,593 shares; 2023Q4: 4,593 shares; 2024Q1: 4,593 shares; 2024Q2: 4,593 shares; 2024Q3: 4,353 shares; 2024Q4: 4,353 shares 4,353 $65.9K 0.02% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 132 shares; 2023Q3: 132 shares; 2023Q4: 132 shares; 2024Q1: 261 shares; 2024Q2: 261 shares; 2024Q3: 261 shares; 2024Q4: 261 shares 261 $64.3K 0.02% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 477 shares; 2023Q2: 477 shares; 2023Q3: 477 shares; 2023Q4: 477 shares; 2024Q1: 477 shares; 2024Q2: 477 shares; 2024Q3: 477 shares; 2024Q4: 477 shares 477 $63K 0.02% 0 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,788 shares; 2023Q2: 1,788 shares; 2023Q3: 324 shares; 2023Q4: 450 shares; 2024Q1: 592 shares; 2024Q2: 592 shares; 2024Q3: 592 shares; 2024Q4: 592 shares 592 $62.4K 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: 5,678 shares; 2023Q2: 4,204 shares; 2023Q3: 2,109 shares; 2023Q4: 2,109 shares; 2024Q1: 573 shares; 2024Q2: 573 shares; 2024Q3: 573 shares; 2024Q4: 573 shares 573 $61.1K 0.02% 0 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,200 shares; 2023Q2: 2,200 shares; 2023Q3: 2,200 shares; 2023Q4: 2,200 shares; 2024Q1: 2,263 shares; 2024Q2: 1,063 shares; 2024Q3: 1,063 shares; 2024Q4: 1,063 shares 1,063 $60.3K 0.02% 0 SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 552 shares; 2023Q2: 552 shares; 2023Q3: 552 shares; 2023Q4: 552 shares; 2024Q1: 552 shares; 2024Q2: 512 shares; 2024Q3: 512 shares; 2024Q4: 512 shares 512 $60K 0.02% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 301 shares; 2023Q2: 201 shares; 2023Q3: 219 shares; 2023Q4: 219 shares; 2024Q1: 223 shares; 2024Q2: 205 shares; 2024Q3: 205 shares; 2024Q4: 228 shares 228 $59.4K 0.02% +23 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 300 shares; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: 300 shares; 2024Q1: 900 shares; 2024Q2: 900 shares; 2024Q3: 900 shares; 2024Q4: 900 shares 900 $59.1K 0.02% 0 Timeline PAYCOR HCM INC PAYCOR HCM INC More: the full row for PAYCOR HCM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,163 shares; 2024Q3: 3,163 shares; 2024Q4: 3,163 shares 3,163 $58.7K 0.02% 0 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: not reported; 2023Q2: not reported; 2023Q3: 211 shares; 2023Q4: 211 shares; 2024Q1: 253 shares; 2024Q2: 253 shares; 2024Q3: 253 shares; 2024Q4: 293 shares 293 $57.9K 0.02% +40 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,451 shares; 2023Q2: 1,611 shares; 2023Q3: 1,593 shares; 2023Q4: 1,787 shares; 2024Q1: 2,706 shares; 2024Q2: 2,050 shares; 2024Q3: 2,082 shares; 2024Q4: 2,081 shares 2,081 $55.4K 0.02% -1 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 821 shares; 2023Q2: 887 shares; 2023Q3: 887 shares; 2023Q4: 887 shares; 2024Q1: 630 shares; 2024Q2: 630 shares; 2024Q3: 564 shares; 2024Q4: 578 shares 578 $54.4K 0.02% +14 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: 530 shares; 2023Q2: 530 shares; 2023Q3: 380 shares; 2023Q4: 556 shares; 2024Q1: 556 shares; 2024Q2: 556 shares; 2024Q3: 556 shares; 2024Q4: 637 shares 637 $52.4K 0.02% +81 Timeline VIGI 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: 650 shares; 2023Q2: 650 shares; 2023Q3: 650 shares; 2023Q4: 650 shares; 2024Q1: 650 shares; 2024Q2: 650 shares; 2024Q3: 650 shares; 2024Q4: 650 shares 650 $52K 0.02% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 30 shares; 2023Q2: 30 shares; 2023Q3: 30 shares; 2023Q4: 30 shares; 2024Q1: 30 shares; 2024Q2: 30 shares; 2024Q3: 30 shares; 2024Q4: 30 shares 30 $51K 0.02% 0 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: not reported; 2023Q2: not reported; 2023Q3: 2,053 shares; 2023Q4: 2,053 shares; 2024Q1: 2,053 shares; 2024Q2: 2,053 shares; 2024Q3: 2,053 shares; 2024Q4: 2,053 shares 2,053 $50.6K 0.02% 0 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: 638 shares; 2023Q2: 638 shares; 2023Q3: 638 shares; 2023Q4: 743 shares; 2024Q1: 730 shares; 2024Q2: 391 shares; 2024Q3: 391 shares; 2024Q4: 391 shares 391 $50.5K 0.02% 0 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 134 shares; 2023Q2: 134 shares; 2023Q3: 134 shares; 2023Q4: 134 shares; 2024Q1: 134 shares; 2024Q2: 134 shares; 2024Q3: 134 shares; 2024Q4: 134 shares 134 $49.1K 0.02% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 46 shares; 2023Q2: 173 shares; 2023Q3: 173 shares; 2023Q4: 173 shares; 2024Q1: 173 shares; 2024Q2: 390 shares; 2024Q3: 390 shares; 2024Q4: 410 shares 410 $49K 0.02% +20 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: 700 shares; 2023Q2: 700 shares; 2023Q3: 700 shares; 2023Q4: 700 shares; 2024Q1: 775 shares; 2024Q2: 775 shares; 2024Q3: 775 shares; 2024Q4: 1,102 shares 1,102 $48.4K 0.02% +327 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: 1,621 shares; 2023Q2: 1,895 shares; 2023Q3: 1,428 shares; 2023Q4: 1,429 shares; 2024Q1: 2,414 shares; 2024Q2: 1,394 shares; 2024Q3: 2,406 shares; 2024Q4: 2,389 shares 2,389 $47.9K 0.02% -17 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 160 shares; 2023Q2: 160 shares; 2023Q3: 160 shares; 2023Q4: 160 shares; 2024Q1: 160 shares; 2024Q2: 160 shares; 2024Q3: 160 shares; 2024Q4: 167 shares 167 $47.7K 0.02% +7 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: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 600 shares; 2024Q2: 600 shares; 2024Q3: 600 shares; 2024Q4: 600 shares 600 $46.7K 0.02% 0 Timeline ARISTA NETWORKS INC ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 92 shares; 2024Q2: 92 shares; 2024Q3: 92 shares; 2024Q4: 421 shares 421 $46.5K 0.02% +329 SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 455 shares; 2023Q2: 455 shares; 2023Q3: 455 shares; 2023Q4: 538 shares; 2024Q1: 464 shares; 2024Q2: 464 shares; 2024Q3: 447 shares; 2024Q4: 501 shares 501 $45.7K 0.02% +54 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: 258 shares; 2023Q2: 258 shares; 2023Q3: 258 shares; 2023Q4: 258 shares; 2024Q1: 258 shares; 2024Q2: 258 shares; 2024Q3: 258 shares; 2024Q4: 258 shares 258 $45.2K 0.02% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 283 shares; 2023Q2: 283 shares; 2023Q3: 283 shares; 2023Q4: 283 shares; 2024Q1: 298 shares; 2024Q2: 123 shares; 2024Q3: 123 shares; 2024Q4: 132 shares 132 $43.8K 0.02% +9 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 870 shares; 2024Q4: 917 shares 917 $43.6K 0.02% +47 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: 876 shares; 2023Q2: 876 shares; 2023Q3: 876 shares; 2023Q4: 876 shares; 2024Q1: 668 shares; 2024Q2: 444 shares; 2024Q3: 444 shares; 2024Q4: 444 shares 444 $43.2K 0.02% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,305 shares; 2023Q2: 771 shares; 2023Q3: 949 shares; 2023Q4: 949 shares; 2024Q1: 1,142 shares; 2024Q2: 1,142 shares; 2024Q3: 824 shares; 2024Q4: 824 shares 824 $43K 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: not reported; 2023Q2: 83 shares; 2023Q3: 108 shares; 2023Q4: 108 shares; 2024Q1: 108 shares; 2024Q2: 83 shares; 2024Q3: 83 shares; 2024Q4: 101 shares 101 $42.3K 0.02% +18 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: 166 shares; 2023Q2: 166 shares; 2023Q3: 166 shares; 2023Q4: 166 shares; 2024Q1: 169 shares; 2024Q2: 169 shares; 2024Q3: 169 shares; 2024Q4: 180 shares 180 $42.2K 0.02% +11 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: 3,104 shares; 2023Q2: 2,904 shares; 2023Q3: 2,904 shares; 2023Q4: 2,904 shares; 2024Q1: 1,599 shares; 2024Q2: 1,599 shares; 2024Q3: 1,599 shares; 2024Q4: 1,847 shares 1,847 $42.1K 0.02% +248 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: 131 shares; 2023Q2: 131 shares; 2023Q3: 131 shares; 2023Q4: 131 shares; 2024Q1: 131 shares; 2024Q2: 131 shares; 2024Q3: 131 shares; 2024Q4: 142 shares 142 $41.2K 0.02% +11 Timeline CBZ CBIZ INC More: the full row for CBIZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares 500 $40.9K 0.02% 0 Timeline DISCOVER FINL SVCS DISCOVER FINL SVCS More: the full row for DISCOVER FINL SVCS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 218 shares; 2024Q2: 218 shares; 2024Q3: 218 shares; 2024Q4: 235 shares 235 $40.7K 0.01% +17 COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 169 shares; 2023Q2: 169 shares; 2023Q3: 169 shares; 2023Q4: 169 shares; 2024Q1: 169 shares; 2024Q2: 169 shares; 2024Q3: 169 shares; 2024Q4: 181 shares 181 $40.7K 0.01% +12 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: 100 shares; 2023Q2: 190 shares; 2023Q3: 190 shares; 2023Q4: 190 shares; 2024Q1: 190 shares; 2024Q2: 190 shares; 2024Q3: 190 shares; 2024Q4: 201 shares 201 $40.6K 0.01% +11 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 716 shares; 2023Q2: 716 shares; 2023Q3: 716 shares; 2023Q4: 716 shares; 2024Q1: 716 shares; 2024Q2: 716 shares; 2024Q3: 716 shares; 2024Q4: 716 shares 716 $40.5K 0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 170 shares; 2023Q2: 170 shares; 2023Q3: 170 shares; 2023Q4: 431 shares; 2024Q1: 543 shares; 2024Q2: 614 shares; 2024Q3: 502 shares; 2024Q4: 514 shares 514 $39.2K 0.01% +12 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 366 shares; 2024Q1: 350 shares; 2024Q2: 350 shares; 2024Q3: 350 shares; 2024Q4: 378 shares 378 $38.5K 0.01% +28 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: 25 shares; 2023Q2: 25 shares; 2023Q3: 25 shares; 2023Q4: 25 shares; 2024Q1: 33 shares; 2024Q2: 25 shares; 2024Q3: 25 shares; 2024Q4: 36 shares 36 $38.2K 0.01% +11 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: 183 shares; 2023Q2: 183 shares; 2023Q3: 915 shares; 2023Q4: 915 shares; 2024Q1: 915 shares; 2024Q2: 915 shares; 2024Q3: 915 shares; 2024Q4: 915 shares 915 $36.9K 0.01% 0 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 450 shares; 2024Q4: 1,350 shares 1,350 $36.9K 0.01% +900 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: 522 shares; 2023Q2: 522 shares; 2023Q3: 548 shares; 2023Q4: 548 shares; 2024Q1: 151 shares; 2024Q2: 151 shares; 2024Q3: 151 shares; 2024Q4: 163 shares 163 $36.8K 0.01% +12 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: 357 shares; 2023Q2: 357 shares; 2023Q3: 357 shares; 2023Q4: 357 shares; 2024Q1: 262 shares; 2024Q2: 262 shares; 2024Q3: 262 shares; 2024Q4: 262 shares 262 $36.5K 0.01% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 34 shares; 2023Q4: 34 shares; 2024Q1: 37 shares; 2024Q2: 37 shares; 2024Q3: 37 shares; 2024Q4: 70 shares 70 $36.4K 0.01% +33 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 246 shares 246 $36.4K 0.01% new Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,095 shares; 2023Q2: 1,095 shares; 2023Q3: 1,095 shares; 2023Q4: 1,095 shares; 2024Q1: 720 shares; 2024Q2: 420 shares; 2024Q3: 420 shares; 2024Q4: 465 shares 465 $34.4K 0.01% +45 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: not reported; 2023Q2: not reported; 2023Q3: 26 shares; 2023Q4: 26 shares; 2024Q1: 26 shares; 2024Q2: 26 shares; 2024Q3: 26 shares; 2024Q4: 29 shares 29 $34.4K 0.01% +3 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 55 shares; 2023Q2: 55 shares; 2023Q3: 627 shares; 2023Q4: 572 shares; 2024Q1: 1,051 shares; 2024Q2: 572 shares; 2024Q3: 572 shares; 2024Q4: 1,144 shares 1,144 $34K 0.01% +572 Timeline VBND 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 782 shares; 2024Q4: 782 shares 782 $33.6K 0.01% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 771 shares; 2023Q2: 1,499 shares; 2023Q3: 771 shares; 2023Q4: 771 shares; 2024Q1: 771 shares; 2024Q2: 771 shares; 2024Q3: 771 shares; 2024Q4: 771 shares 771 $32.7K 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: not reported; 2023Q2: 119 shares; 2023Q3: 119 shares; 2023Q4: 119 shares; 2024Q1: 119 shares; 2024Q2: 119 shares; 2024Q3: 119 shares; 2024Q4: 127 shares 127 $32.7K 0.01% +8 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 104 shares; 2024Q3: 83 shares; 2024Q4: 98 shares 98 $32.2K 0.01% +15 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 285 shares; 2023Q2: 285 shares; 2023Q3: 285 shares; 2023Q4: 285 shares; 2024Q1: 285 shares; 2024Q2: 285 shares; 2024Q3: 285 shares; 2024Q4: 285 shares 285 $32K 0.01% 0 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 83 shares; 2023Q2: 83 shares; 2023Q3: 83 shares; 2023Q4: 83 shares; 2024Q1: 83 shares; 2024Q2: 83 shares; 2024Q3: 166 shares; 2024Q4: 172 shares 172 $31.9K 0.01% +6 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: 300 shares; 2023Q2: 378 shares; 2023Q3: 409 shares; 2023Q4: 409 shares; 2024Q1: 409 shares; 2024Q2: 109 shares; 2024Q3: 109 shares; 2024Q4: 137 shares 137 $31.2K 0.01% +28 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: 875 shares; 2023Q2: 875 shares; 2023Q3: 1,075 shares; 2023Q4: 875 shares; 2024Q1: 615 shares; 2024Q2: 215 shares; 2024Q3: 215 shares; 2024Q4: 249 shares 249 $30.9K 0.01% +34 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 987 shares; 2023Q2: 987 shares; 2023Q3: 987 shares; 2023Q4: 987 shares; 2024Q1: 987 shares; 2024Q2: 987 shares; 2024Q3: 987 shares; 2024Q4: 987 shares 987 $30.4K 0.01% 0 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 784 shares; 2023Q2: 784 shares; 2023Q3: 784 shares; 2023Q4: 859 shares; 2024Q1: 859 shares; 2024Q2: 859 shares; 2024Q3: 859 shares; 2024Q4: 902 shares 902 $30.3K 0.01% +43 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: 48 shares; 2023Q2: 48 shares; 2023Q3: 84 shares; 2023Q4: 84 shares; 2024Q1: 87 shares; 2024Q2: 87 shares; 2024Q3: 87 shares; 2024Q4: 142 shares 142 $30.2K 0.01% +55 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 239 shares; 2023Q2: 235 shares; 2023Q3: 235 shares; 2023Q4: 235 shares; 2024Q1: 235 shares; 2024Q2: 235 shares; 2024Q3: 235 shares; 2024Q4: 253 shares 253 $29.9K 0.01% +18 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: 1,781 shares; 2023Q2: 373 shares; 2023Q3: 373 shares; 2023Q4: 373 shares; 2024Q1: 373 shares; 2024Q2: 728 shares; 2024Q3: 373 shares; 2024Q4: 373 shares 373 $28.8K 0.01% 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: 3,301 shares; 2023Q2: 3,703 shares; 2023Q3: 3,093 shares; 2023Q4: 2,570 shares; 2024Q1: 2,434 shares; 2024Q2: 616 shares; 2024Q3: 616 shares; 2024Q4: 766 shares 766 $28.7K 0.01% +150 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1 shares; 2023Q2: 114 shares; 2023Q3: 114 shares; 2023Q4: 114 shares; 2024Q1: 114 shares; 2024Q2: 114 shares; 2024Q3: 114 shares; 2024Q4: 118 shares 118 $28.4K 0.01% +4 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: not reported; 2023Q2: 66 shares; 2023Q3: 66 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 52 shares; 2024Q4: 67 shares 67 $28.4K 0.01% +15 Timeline LQDA LIQUIDIA CORPORATION More: the full row for LIQUIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 2,333 shares; 2023Q3: 2,333 shares; 2023Q4: 2,333 shares; 2024Q1: 2,333 shares; 2024Q2: 2,333 shares; 2024Q3: 2,333 shares; 2024Q4: 2,333 shares 2,333 $27.4K 0.01% 0 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: 929 shares; 2023Q2: 724 shares; 2023Q3: 606 shares; 2023Q4: 590 shares; 2024Q1: 930 shares; 2024Q2: 590 shares; 2024Q3: 596 shares; 2024Q4: 1,055 shares 1,055 $27.3K 0.01% +459 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: 44 shares; 2023Q2: 314 shares; 2023Q3: 314 shares; 2023Q4: 425 shares; 2024Q1: 391 shares; 2024Q2: 391 shares; 2024Q3: 391 shares; 2024Q4: 455 shares 455 $27.2K 0.01% +64 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 318 shares; 2023Q2: 318 shares; 2023Q3: 318 shares; 2023Q4: 318 shares; 2024Q1: 318 shares; 2024Q2: 318 shares; 2024Q3: 318 shares; 2024Q4: 332 shares 332 $26.7K 0.01% +14 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 715 shares; 2024Q4: 715 shares 715 $26.6K 0.01% 0 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 340 shares; 2023Q2: 340 shares; 2023Q3: 340 shares; 2023Q4: 340 shares; 2024Q1: 340 shares; 2024Q2: 340 shares; 2024Q3: 340 shares; 2024Q4: 340 shares 340 $25.9K 0.01% 0 Timeline PHO 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 377 shares; 2024Q3: 377 shares; 2024Q4: 377 shares 377 $24.8K 0.01% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 83 shares; 2023Q2: 83 shares; 2023Q3: 83 shares; 2023Q4: 181 shares; 2024Q1: 147 shares; 2024Q2: 147 shares; 2024Q3: 147 shares; 2024Q4: 185 shares 185 $24.2K 0.01% +38 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 40 shares; 2023Q2: 40 shares; 2023Q3: 40 shares; 2023Q4: 40 shares; 2024Q1: 40 shares; 2024Q2: 40 shares; 2024Q3: 40 shares; 2024Q4: 45 shares 45 $24K 0.01% +5 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 675 shares; 2024Q4: 675 shares 675 $23.6K 0.01% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,118 shares; 2023Q2: 1,118 shares; 2023Q3: 1,121 shares; 2023Q4: 1,005 shares; 2024Q1: 1,130 shares; 2024Q2: 880 shares; 2024Q3: 880 shares; 2024Q4: 587 shares 587 $23.5K 0.01% -293 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: 60 shares; 2023Q2: 60 shares; 2023Q3: 60 shares; 2023Q4: 60 shares; 2024Q1: 63 shares; 2024Q2: 63 shares; 2024Q3: 63 shares; 2024Q4: 89 shares 89 $23.5K 0.01% +26 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: 259 shares; 2023Q2: 259 shares; 2023Q3: 259 shares; 2023Q4: 259 shares; 2024Q1: 259 shares; 2024Q2: 259 shares; 2024Q3: 259 shares; 2024Q4: 314 shares 314 $23.2K 0.01% +55 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 15 shares; 2024Q2: 15 shares; 2024Q3: 15 shares; 2024Q4: 167 shares 167 $22.8K 0.01% +152 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: 625 shares; 2023Q2: 625 shares; 2023Q3: 625 shares; 2023Q4: 625 shares; 2024Q1: 625 shares; 2024Q2: 625 shares; 2024Q3: 625 shares; 2024Q4: 625 shares 625 $22.7K 0.01% 0 Timeline BBJP 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: not reported; 2023Q2: 412 shares; 2023Q3: 412 shares; 2023Q4: 412 shares; 2024Q1: 412 shares; 2024Q2: 412 shares; 2024Q3: 412 shares; 2024Q4: 412 shares 412 $22.6K 0.01% 0 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 276 shares 276 $22.1K 0.01% new Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 207 shares; 2024Q2: 207 shares; 2024Q3: 207 shares; 2024Q4: 207 shares 207 $22.1K 0.01% 0 Timeline BFOR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 300 shares; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 300 shares 300 $21.8K 0.01% 0 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: 79 shares; 2023Q2: 79 shares; 2023Q3: 79 shares; 2023Q4: 79 shares; 2024Q1: 79 shares; 2024Q2: 79 shares; 2024Q3: 79 shares; 2024Q4: 308 shares 308 $21.6K 0.01% +229 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 159 shares; 2024Q2: 159 shares; 2024Q3: 159 shares; 2024Q4: 159 shares 159 $21.5K 0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,552 shares; 2023Q2: 2,552 shares; 2023Q3: 2,555 shares; 2023Q4: 2,558 shares; 2024Q1: 2,561 shares; 2024Q2: 2,564 shares; 2024Q3: 1,812 shares; 2024Q4: 2,093 shares 2,093 $20.7K 0.01% +281 Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 12 shares; 2023Q2: 12 shares; 2023Q3: 12 shares; 2023Q4: 12 shares; 2024Q1: 12 shares; 2024Q2: 12 shares; 2024Q3: 12 shares; 2024Q4: 20 shares 20 $20.5K 0.01% +8 SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 250 shares; 2024Q2: 250 shares; 2024Q3: 250 shares; 2024Q4: 256 shares 256 $20.4K 0.01% +6 Timeline RWO 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 476 shares 476 $20.4K 0.01% new 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: not reported; 2023Q2: not reported; 2023Q3: 145 shares; 2023Q4: 145 shares; 2024Q1: 145 shares; 2024Q2: 145 shares; 2024Q3: 145 shares; 2024Q4: 145 shares 145 $20.2K 0.01% 0 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: 400 shares; 2023Q2: 673 shares; 2023Q3: 673 shares; 2023Q4: 400 shares; 2024Q1: 400 shares; 2024Q2: 400 shares; 2024Q3: 400 shares; 2024Q4: 400 shares 400 $20.1K 0.01% 0 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 750 shares; 2024Q1: 750 shares; 2024Q2: 750 shares; 2024Q3: 750 shares; 2024Q4: 750 shares 750 $19.9K 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: 479 shares; 2023Q2: 553 shares; 2023Q3: 584 shares; 2023Q4: 584 shares; 2024Q1: 484 shares; 2024Q2: 128 shares; 2024Q3: 128 shares; 2024Q4: 158 shares 158 $19.9K 0.01% +30 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 216 shares 216 $19.7K 0.01% +16 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: not reported; 2023Q2: 198 shares; 2023Q3: 198 shares; 2023Q4: 198 shares; 2024Q1: 198 shares; 2024Q2: 198 shares; 2024Q3: 198 shares; 2024Q4: 236 shares 236 $19.3K 0.01% +38 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 366 shares; 2024Q3: 366 shares; 2024Q4: 366 shares 366 $19.3K 0.01% 0 Timeline FFBC 1ST FINL BANCORP More: the full row for 1ST FINL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 711 shares; 2023Q2: 711 shares; 2023Q3: 711 shares; 2023Q4: 711 shares; 2024Q1: 711 shares; 2024Q2: 711 shares; 2024Q3: 711 shares; 2024Q4: 711 shares 711 $19.1K 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: not reported; 2023Q2: not reported; 2023Q3: 20 shares; 2023Q4: 20 shares; 2024Q1: 26 shares; 2024Q2: 26 shares; 2024Q3: 26 shares; 2024Q4: 26 shares 26 $18K 0.01% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 300 shares; 2023Q2: 300 shares; 2023Q3: 347 shares; 2023Q4: 347 shares; 2024Q1: 347 shares; 2024Q2: 47 shares; 2024Q3: 47 shares; 2024Q4: 65 shares 65 $18K 0.01% +18 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: 100 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 250 shares; 2024Q2: 250 shares; 2024Q3: 250 shares; 2024Q4: 337 shares 337 $17.6K 0.01% +87 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 138 shares; 2023Q2: 271 shares; 2023Q3: 105 shares; 2023Q4: 511 shares; 2024Q1: 90 shares; 2024Q2: 90 shares; 2024Q3: 159 shares; 2024Q4: 159 shares 159 $17.5K 0.01% 0 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 194 shares; 2023Q3: 194 shares; 2023Q4: 194 shares; 2024Q1: 194 shares; 2024Q2: 194 shares; 2024Q3: 194 shares; 2024Q4: 194 shares 194 $17.3K 0.01% 0 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 466 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 790 shares; 2024Q1: 790 shares; 2024Q2: 790 shares; 2024Q3: 790 shares; 2024Q4: 790 shares 790 $17.3K 0.01% 0 Timeline BBCA 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: not reported; 2023Q2: 243 shares; 2023Q3: 243 shares; 2023Q4: 243 shares; 2024Q1: 243 shares; 2024Q2: 243 shares; 2024Q3: 243 shares; 2024Q4: 243 shares 243 $17.2K 0.01% 0 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: 11 shares; 2023Q2: 34 shares; 2023Q3: 35 shares; 2023Q4: 35 shares; 2024Q1: 35 shares; 2024Q2: 35 shares; 2024Q3: 2 shares; 2024Q4: 96 shares 96 $17K 0.01% +94 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 175 shares; 2024Q2: 343 shares; 2024Q3: 343 shares; 2024Q4: 343 shares 343 $17K 0.01% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 75 shares; 2023Q2: 75 shares; 2023Q3: 75 shares; 2023Q4: 75 shares; 2024Q1: 75 shares; 2024Q2: 75 shares; 2024Q3: 75 shares; 2024Q4: 87 shares 87 $16.8K 0.01% +12 Timeline CPRX CATALYST PHARMACEUTICALS INC More: the full row for CATALYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 800 shares; 2023Q2: 800 shares; 2023Q3: 800 shares; 2023Q4: 800 shares; 2024Q1: 800 shares; 2024Q2: 800 shares; 2024Q3: 800 shares; 2024Q4: 800 shares 800 $16.7K 0.01% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 85 shares; 2023Q2: 85 shares; 2023Q3: 331 shares; 2023Q4: 331 shares; 2024Q1: 255 shares; 2024Q2: 255 shares; 2024Q3: 9 shares; 2024Q4: 178 shares 178 $16.4K 0.01% +169 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 125 shares; 2023Q2: 125 shares; 2023Q3: 125 shares; 2023Q4: 125 shares; 2024Q1: 164 shares; 2024Q2: 164 shares; 2024Q3: 164 shares; 2024Q4: 192 shares 192 $16.3K 0.01% +28 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: not reported; 2023Q2: 25 shares; 2023Q3: 25 shares; 2023Q4: 25 shares; 2024Q1: 28 shares; 2024Q2: 28 shares; 2024Q3: 28 shares; 2024Q4: 34 shares 34 $16K 0.01% +6 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: 81 shares; 2023Q2: 81 shares; 2023Q3: 81 shares; 2023Q4: 81 shares; 2024Q1: 81 shares; 2024Q2: 81 shares; 2024Q3: 81 shares; 2024Q4: 81 shares 81 $15.8K 0.01% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 52 shares; 2023Q2: 52 shares; 2023Q3: 52 shares; 2023Q4: 52 shares; 2024Q1: 52 shares; 2024Q2: 52 shares; 2024Q3: 52 shares; 2024Q4: 84 shares 84 $15.8K 0.01% +32 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6 shares; 2024Q2: 6 shares; 2024Q3: 6 shares; 2024Q4: 25 shares 25 $15.8K 0.01% +19 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares 200 $15.7K 0.01% 0 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 167 shares 167 $15.5K 0.01% new Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 25 shares; 2023Q2: 25 shares; 2023Q3: 25 shares; 2023Q4: 25 shares; 2024Q1: 150 shares; 2024Q2: 150 shares; 2024Q3: 150 shares; 2024Q4: 150 shares 150 $15.3K 0.01% 0 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 31 shares; 2023Q4: 141 shares; 2024Q1: 150 shares; 2024Q2: 119 shares; 2024Q3: 119 shares; 2024Q4: 119 shares 119 $15.1K 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 62 shares; 2024Q2: 62 shares; 2024Q3: 62 shares; 2024Q4: 62 shares 62 $15K 0.01% 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: 245 shares; 2023Q2: 157 shares; 2023Q3: 172 shares; 2023Q4: 189 shares; 2024Q1: 189 shares; 2024Q2: 189 shares; 2024Q3: 128 shares; 2024Q4: 128 shares 128 $15K 0.01% 0 Timeline VIOG 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 128 shares; 2024Q4: 128 shares 128 $14.9K 0.01% 0 Timeline X4 Pharmaceuticals, Inc. X4 Pharmaceuticals, Inc. More: the full row for X4 Pharmaceuticals, Inc. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 20,000 shares; 2024Q2: 20,000 shares; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares 20,000 $14.7K 0.01% 0 MRTN MARTEN TRANS LTD More: the full row for MARTEN TRANS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 841 shares; 2024Q4: 933 shares 933 $14.6K 0.01% +92 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 247 shares 247 $14.5K 0.01% new 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: not reported; 2023Q2: 265 shares; 2023Q3: 265 shares; 2023Q4: 265 shares; 2024Q1: 265 shares; 2024Q2: 265 shares; 2024Q3: 265 shares; 2024Q4: 303 shares 303 $14K 0.01% +38 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 81 shares 81 $14K 0.01% new 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: not reported; 2023Q2: 164 shares; 2023Q3: 164 shares; 2023Q4: 164 shares; 2024Q1: 164 shares; 2024Q2: 164 shares; 2024Q3: 164 shares; 2024Q4: 187 shares 187 $13.6K <0.01% +23 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 30 shares; 2023Q2: 30 shares; 2023Q3: 30 shares; 2023Q4: 30 shares; 2024Q1: 30 shares; 2024Q2: 30 shares; 2024Q3: 30 shares; 2024Q4: 46 shares 46 $13.6K <0.01% +16 Timeline CNXC CONCENTRIX CORP More: the full row for CONCENTRIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 392 shares; 2023Q2: 392 shares; 2023Q3: 392 shares; 2023Q4: 392 shares; 2024Q1: 352 shares; 2024Q2: 312 shares; 2024Q3: 312 shares; 2024Q4: 312 shares 312 $13.5K <0.01% 0 Timeline EWX 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: 225 shares; 2023Q2: 225 shares; 2023Q3: 225 shares; 2023Q4: 225 shares; 2024Q1: 225 shares; 2024Q2: 225 shares; 2024Q3: 225 shares; 2024Q4: 225 shares 225 $13.2K <0.01% 0 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 525 shares; 2023Q2: 525 shares; 2023Q3: 525 shares; 2023Q4: 525 shares; 2024Q1: 525 shares; 2024Q2: 525 shares; 2024Q3: 525 shares; 2024Q4: 525 shares 525 $13.1K <0.01% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 51 shares; 2023Q2: 51 shares; 2023Q3: 47 shares; 2023Q4: 47 shares; 2024Q1: 47 shares; 2024Q2: 47 shares; 2024Q3: 47 shares; 2024Q4: 47 shares 47 $13K <0.01% 0 Timeline PJP 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: 150 shares; 2023Q2: 150 shares; 2023Q3: 150 shares; 2023Q4: 150 shares; 2024Q1: 150 shares; 2024Q2: 150 shares; 2024Q3: 150 shares; 2024Q4: 150 shares 150 $12.4K <0.01% 0 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,088 shares 1,088 $12.4K <0.01% new Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 790 shares; 2023Q2: 791 shares; 2023Q3: 792 shares; 2023Q4: 393 shares; 2024Q1: 394 shares; 2024Q2: 395 shares; 2024Q3: 396 shares; 2024Q4: 422 shares 422 $12.3K <0.01% +26 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: 308 shares; 2023Q2: 308 shares; 2023Q3: 308 shares; 2023Q4: 42 shares; 2024Q1: 42 shares; 2024Q2: 42 shares; 2024Q3: 42 shares; 2024Q4: 42 shares 42 $12.1K <0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 410 shares; 2023Q2: 410 shares; 2023Q3: 410 shares; 2023Q4: 410 shares; 2024Q1: 410 shares; 2024Q2: 170 shares; 2024Q3: 170 shares; 2024Q4: 205 shares 205 $11.7K <0.01% +35 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: not reported; 2023Q2: 235 shares; 2023Q3: 235 shares; 2023Q4: 235 shares; 2024Q1: 235 shares; 2024Q2: 235 shares; 2024Q3: 235 shares; 2024Q4: 302 shares 302 $11.5K <0.01% +67 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 428 shares; 2023Q2: 428 shares; 2023Q3: 428 shares; 2023Q4: 428 shares; 2024Q1: 428 shares; 2024Q2: 428 shares; 2024Q3: 428 shares; 2024Q4: 428 shares 428 $11.3K <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: 15 shares; 2023Q2: 15 shares; 2023Q3: 15 shares; 2023Q4: 15 shares; 2024Q1: 15 shares; 2024Q2: 15 shares; 2024Q3: 15 shares; 2024Q4: 21 shares 21 $10.9K <0.01% +6 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: 475 shares; 2023Q2: 45 shares; 2023Q3: 45 shares; 2023Q4: 45 shares; 2024Q1: 45 shares; 2024Q2: 45 shares; 2024Q3: 45 shares; 2024Q4: 45 shares 45 $10.9K <0.01% 0 Timeline KRE 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: 4,013 shares; 2023Q2: 4,013 shares; 2023Q3: 2,739 shares; 2023Q4: 594 shares; 2024Q1: 180 shares; 2024Q2: 180 shares; 2024Q3: 180 shares; 2024Q4: 180 shares 180 $10.9K <0.01% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6 shares; 2024Q2: 6 shares; 2024Q3: 6 shares; 2024Q4: 30 shares 30 $10.8K <0.01% +24 Timeline WALGREENS BOOTS ALLIANCE INC WALGREENS BOOTS ALLIANCE INC More: the full row for WALGREENS BOOTS ALLIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,209 shares; 2023Q2: 2,209 shares; 2023Q3: 1,143 shares; 2023Q4: 1,016 shares; 2024Q1: 1,016 shares; 2024Q2: 1,103 shares; 2024Q3: 1,016 shares; 2024Q4: 1,141 shares 1,141 $10.6K <0.01% +125 WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 39 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 41 shares 41 $10.6K <0.01% new 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: 160 shares; 2023Q2: 160 shares; 2023Q3: 160 shares; 2023Q4: 160 shares; 2024Q1: 160 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 18 shares 18 $10.3K <0.01% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 438 shares; 2023Q2: 438 shares; 2023Q3: 636 shares; 2023Q4: 636 shares; 2024Q1: 938 shares; 2024Q2: 938 shares; 2024Q3: 438 shares; 2024Q4: 102 shares 102 $10.1K <0.01% -336 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: 31 shares; 2023Q2: 31 shares; 2023Q3: 31 shares; 2023Q4: 31 shares; 2024Q1: 40 shares; 2024Q2: 40 shares; 2024Q3: 40 shares; 2024Q4: 48 shares 48 $10.1K <0.01% +8 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 116 shares 116 $10.1K <0.01% new Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 225 shares; 2023Q2: 225 shares; 2023Q3: 225 shares; 2023Q4: 225 shares; 2024Q1: 225 shares; 2024Q2: 225 shares; 2024Q3: 125 shares; 2024Q4: 130 shares 130 $10.1K <0.01% +5 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 200 shares 200 $10K <0.01% new 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: not reported; 2023Q2: not reported; 2023Q3: 6 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2 shares 2 $9.94K <0.01% new 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: 76 shares; 2023Q2: 76 shares; 2023Q3: 76 shares; 2023Q4: not reported; 2024Q1: 12 shares; 2024Q2: 12 shares; 2024Q3: 12 shares; 2024Q4: 54 shares 54 $9.9K <0.01% +42 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 75 shares 75 $9.86K <0.01% new 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: 341 shares; 2023Q2: 341 shares; 2023Q3: 341 shares; 2023Q4: 341 shares; 2024Q1: 341 shares; 2024Q2: 55 shares; 2024Q3: 55 shares; 2024Q4: 123 shares 123 $9.82K <0.01% +68 Timeline DLB DOLBY LABORATORIES INC More: the full row for DOLBY LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 125 shares; 2023Q2: 125 shares; 2023Q3: 125 shares; 2023Q4: 125 shares; 2024Q1: 125 shares; 2024Q2: 125 shares; 2024Q3: 125 shares; 2024Q4: 125 shares 125 $9.76K <0.01% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 15 shares 15 $9.43K <0.01% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 39 shares 39 $9.35K <0.01% new Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 103 shares 103 $9.31K <0.01% new Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 285 shares; 2023Q4: 285 shares; 2024Q1: 285 shares; 2024Q2: 285 shares; 2024Q3: 285 shares; 2024Q4: 285 shares 285 $9.27K <0.01% 0 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 121 shares 121 $9.07K <0.01% +21 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 41 shares 41 $9.05K <0.01% new Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 442 shares; 2023Q2: 442 shares; 2023Q3: 442 shares; 2023Q4: 340 shares; 2024Q1: 452 shares; 2024Q2: 282 shares; 2024Q3: 170 shares; 2024Q4: 220 shares 220 $8.83K <0.01% +50 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: 479 shares; 2023Q2: 293 shares; 2023Q3: 293 shares; 2023Q4: 293 shares; 2024Q1: 300 shares; 2024Q2: 118 shares; 2024Q3: 90 shares; 2024Q4: 109 shares 109 $8.52K <0.01% +19 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: not reported; 2023Q2: 20 shares; 2023Q3: 20 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 17 shares 17 $8.47K <0.01% new Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 9 shares; 2023Q4: 9 shares; 2024Q1: 93 shares; 2024Q2: 0 shares; 2024Q3: 0 shares; 2024Q4: 166 shares 166 $8.39K <0.01% +166 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: 100 shares; 2023Q2: 100 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 37 shares; 2024Q2: 37 shares; 2024Q3: 37 shares; 2024Q4: 37 shares 37 $8.3K <0.01% 0 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: 46 shares; 2023Q2: 46 shares; 2023Q3: 46 shares; 2023Q4: 46 shares; 2024Q1: 46 shares; 2024Q2: 46 shares; 2024Q3: 46 shares; 2024Q4: 117 shares 117 $8.24K <0.01% +71 Timeline DFIS 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 335 shares 335 $8.23K <0.01% new Timeline SPGM 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: not reported; 2023Q2: 71 shares; 2023Q3: 71 shares; 2023Q4: 72 shares; 2024Q1: 72 shares; 2024Q2: 104 shares; 2024Q3: 120 shares; 2024Q4: 129 shares 129 $8.14K <0.01% +9 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 106 shares 106 $8.02K <0.01% new 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: 236 shares; 2023Q2: 236 shares; 2023Q3: 236 shares; 2023Q4: 236 shares; 2024Q1: 236 shares; 2024Q2: 236 shares; 2024Q3: 236 shares; 2024Q4: 337 shares 337 $7.92K <0.01% +101 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: 1 shares; 2023Q2: 1 shares; 2023Q3: 1 shares; 2023Q4: 1 shares; 2024Q1: 1 shares; 2024Q2: 50 shares; 2024Q3: 50 shares; 2024Q4: 128 shares 128 $7.72K <0.01% +78 Timeline DJT TRUMP MEDIA & TECHNOLOGY GRO More: the full row for TRUMP MEDIA & TECHNOLOGY GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 225 shares; 2023Q2: 225 shares; 2023Q3: 225 shares; 2023Q4: 225 shares; 2024Q1: 225 shares; 2024Q2: 225 shares; 2024Q3: 225 shares; 2024Q4: 225 shares 225 $7.67K <0.01% 0 Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares 100 $7.55K <0.01% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 78 shares; 2024Q2: 78 shares; 2024Q3: 78 shares; 2024Q4: 78 shares 78 $7.55K <0.01% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 330 shares; 2023Q2: 330 shares; 2023Q3: 330 shares; 2023Q4: 330 shares; 2024Q1: 330 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 62 shares 62 $7.49K <0.01% new 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: 231 shares; 2023Q2: 231 shares; 2023Q3: 231 shares; 2023Q4: 231 shares; 2024Q1: 231 shares; 2024Q2: 36 shares; 2024Q3: 36 shares; 2024Q4: 87 shares 87 $7.42K <0.01% +51 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: not reported; 2023Q2: not reported; 2023Q3: 38 shares; 2023Q4: 38 shares; 2024Q1: 38 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 59 shares 59 $7.42K <0.01% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 41 shares; 2023Q4: 41 shares; 2024Q1: 41 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 69 shares 69 $7.29K <0.01% new 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 35 shares 35 $7.19K <0.01% new 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: 11 shares; 2023Q2: 11 shares; 2023Q3: 11 shares; 2023Q4: 11 shares; 2024Q1: 33 shares; 2024Q2: 33 shares; 2024Q3: 33 shares; 2024Q4: 33 shares 33 $7.12K <0.01% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 78 shares 78 $6.97K <0.01% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 194 shares; 2023Q3: 388 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 79 shares 79 $6.93K <0.01% new 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 38 shares 38 $6.91K <0.01% new Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 150 shares; 2023Q2: 150 shares; 2023Q3: 150 shares; 2023Q4: 164 shares; 2024Q1: 166 shares; 2024Q2: 166 shares; 2024Q3: 150 shares; 2024Q4: 166 shares 166 $6.9K <0.01% +16 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 150 shares; 2023Q2: 150 shares; 2023Q3: 150 shares; 2023Q4: 150 shares; 2024Q1: 150 shares; 2024Q2: 150 shares; 2024Q3: 150 shares; 2024Q4: 150 shares 150 $6.71K <0.01% 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 48 shares; 2024Q2: 48 shares; 2024Q3: 48 shares; 2024Q4: 48 shares 48 $6.6K <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: 10 shares; 2023Q2: 5 shares; 2023Q3: 5 shares; 2023Q4: 5 shares; 2024Q1: 5 shares; 2024Q2: 5 shares; 2024Q3: not reported; 2024Q4: 40 shares 40 $6.5K <0.01% new Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3 shares; 2024Q2: 3 shares; 2024Q3: 3 shares; 2024Q4: 14 shares 14 $6.47K <0.01% +11 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 53 shares; 2023Q2: 53 shares; 2023Q3: 53 shares; 2023Q4: 53 shares; 2024Q1: 53 shares; 2024Q2: 53 shares; 2024Q3: 53 shares; 2024Q4: 53 shares 53 $6.43K <0.01% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 196 shares; 2023Q3: 196 shares; 2023Q4: 196 shares; 2024Q1: 52 shares; 2024Q2: 52 shares; 2024Q3: 52 shares; 2024Q4: 72 shares 72 $6.42K <0.01% +20 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 40 shares; 2023Q2: 40 shares; 2023Q3: 40 shares; 2023Q4: 40 shares; 2024Q1: 43 shares; 2024Q2: 43 shares; 2024Q3: 43 shares; 2024Q4: 59 shares 59 $6.23K <0.01% +16 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 50 shares 50 $6.13K <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: 16 shares; 2023Q2: 16 shares; 2023Q3: 216 shares; 2023Q4: 216 shares; 2024Q1: 216 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares 200 $5.91K <0.01% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,589 shares; 2023Q2: 1,589 shares; 2023Q3: 1,589 shares; 2023Q4: 1,649 shares; 2024Q1: 1,800 shares; 2024Q2: 1,650 shares; 2024Q3: 1,650 shares; 2024Q4: 96 shares 96 $5.81K <0.01% -1,554 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8 shares 8 $5.7K <0.01% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 400 shares; 2023Q2: 400 shares; 2023Q3: 569 shares; 2023Q4: 400 shares; 2024Q1: 403 shares; 2024Q2: 3 shares; 2024Q3: 3 shares; 2024Q4: 38 shares 38 $5.66K <0.01% +35 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 43 shares 43 $5.64K <0.01% new Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 61 shares; 2024Q2: 61 shares; 2024Q3: 61 shares; 2024Q4: 61 shares 61 $5.59K <0.01% 0 Timeline TRIP TRIPADVISOR INC More: the full row for TRIPADVISOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 375 shares; 2023Q2: 375 shares; 2023Q3: 375 shares; 2023Q4: 375 shares; 2024Q1: 375 shares; 2024Q2: 375 shares; 2024Q3: 375 shares; 2024Q4: 375 shares 375 $5.54K <0.01% 0 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 19 shares 19 $5.39K <0.01% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 77 shares 77 $5.35K <0.01% new 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: 125 shares; 2023Q2: 125 shares; 2023Q3: 125 shares; 2023Q4: 125 shares; 2024Q1: 12 shares; 2024Q2: 12 shares; 2024Q3: 12 shares; 2024Q4: 24 shares 24 $5.3K <0.01% +12 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9 shares 9 $5.13K <0.01% new Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 12 shares; 2024Q2: 12 shares; 2024Q3: 12 shares; 2024Q4: 21 shares 21 $5.11K <0.01% +9 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 17 shares 17 $5.11K <0.01% new Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 215 shares; 2023Q2: 67 shares; 2023Q3: 67 shares; 2023Q4: 67 shares; 2024Q1: 67 shares; 2024Q2: 67 shares; 2024Q3: 67 shares; 2024Q4: 67 shares 67 $5.1K <0.01% 0 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 9 shares; 2023Q2: 9 shares; 2023Q3: 9 shares; 2023Q4: 9 shares; 2024Q1: 9 shares; 2024Q2: 9 shares; 2024Q3: 9 shares; 2024Q4: 24 shares 24 $5.06K <0.01% +15 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: 847 shares; 2023Q2: 700 shares; 2023Q3: 700 shares; 2023Q4: 700 shares; 2024Q1: 385 shares; 2024Q2: 385 shares; 2024Q3: 385 shares; 2024Q4: 478 shares 478 $5.05K <0.01% +93 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 45 shares 45 $4.97K <0.01% new Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 48 shares 48 $4.96K <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: not reported; 2023Q2: 13 shares; 2023Q3: 13 shares; 2023Q4: 13 shares; 2024Q1: 13 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 11 shares 11 $4.89K <0.01% new Timeline HE HAWAIIAN ELEC INDS INC MTN B More: the full row for HAWAIIAN ELEC INDS INC MTN B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares 500 $4.87K <0.01% 0 Timeline PIPR PIPER SANDLER COS More: the full row for PIPER SANDLER COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 16 shares; 2023Q2: 16 shares; 2023Q3: 16 shares; 2023Q4: 16 shares; 2024Q1: 16 shares; 2024Q2: 15 shares; 2024Q3: 15 shares; 2024Q4: 16 shares 16 $4.8K <0.01% +1 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 15 shares; 2024Q2: 15 shares; 2024Q3: 15 shares; 2024Q4: 50 shares 50 $4.72K <0.01% +35 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5 shares 5 $4.71K <0.01% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 168 shares 168 $4.6K <0.01% new Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 184 shares; 2023Q4: 184 shares; 2024Q1: 184 shares; 2024Q2: 184 shares; 2024Q3: 184 shares; 2024Q4: 215 shares 215 $4.59K <0.01% +31 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 30 shares; 2024Q2: 30 shares; 2024Q3: 30 shares; 2024Q4: 46 shares 46 $4.56K <0.01% +16 Timeline DFGR 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 177 shares 177 $4.52K <0.01% new Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 46 shares 46 $4.51K <0.01% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6 shares; 2024Q2: 6 shares; 2024Q3: 6 shares; 2024Q4: 20 shares 20 $4.47K <0.01% +14 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 11 shares 11 $4.43K <0.01% new Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 131 shares; 2024Q2: 222 shares; 2024Q3: 312 shares; 2024Q4: 411 shares 411 $4.43K <0.01% +99 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 19 shares 19 $4.41K <0.01% new 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: 606 shares; 2023Q2: 606 shares; 2023Q3: 606 shares; 2023Q4: 606 shares; 2024Q1: 39 shares; 2024Q2: 39 shares; 2024Q3: 39 shares; 2024Q4: 52 shares 52 $4.39K <0.01% +13 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 81 shares; 2024Q2: 81 shares; 2024Q3: 81 shares; 2024Q4: 81 shares 81 $4.37K <0.01% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9 shares 9 $4.37K <0.01% new 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: 200 shares; 2023Q2: 200 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 18 shares; 2024Q2: 18 shares; 2024Q3: 18 shares; 2024Q4: 72 shares 72 $4.36K <0.01% +54 Timeline APOLLO GLOBAL MGMT INC 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 50 shares 50 $4.35K <0.01% new BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 96 shares; 2023Q2: 96 shares; 2023Q3: 96 shares; 2023Q4: 96 shares; 2024Q1: 96 shares; 2024Q2: 96 shares; 2024Q3: 96 shares; 2024Q4: 113 shares 113 $4.29K <0.01% +17 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9 shares 9 $4.26K <0.01% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 81 shares 81 $4.26K <0.01% new Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 50 shares; 2023Q2: 50 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 6 shares 6 $4.23K <0.01% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 13 shares 13 $4.21K <0.01% new Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 36 shares 36 $4.2K <0.01% new 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 48 shares; 2024Q2: 48 shares; 2024Q3: 48 shares; 2024Q4: 48 shares 48 $4.19K <0.01% 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: 75 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 15 shares; 2024Q2: 15 shares; 2024Q3: 15 shares; 2024Q4: 46 shares 46 $4.18K <0.01% +31 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 70 shares; 2024Q2: 70 shares; 2024Q3: 70 shares; 2024Q4: 72 shares 72 $4.18K <0.01% +2 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: 1,221 shares; 2023Q2: 571 shares; 2023Q3: 371 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 32 shares 32 $4.13K <0.01% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 12 shares 12 $4.11K <0.01% new Timeline NEXTERA ENERGY INC 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 100 shares 100 $4.09K <0.01% new 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2 shares 2 $3.98K <0.01% new Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 36 shares; 2023Q2: 36 shares; 2023Q3: 36 shares; 2023Q4: 36 shares; 2024Q1: 36 shares; 2024Q2: 36 shares; 2024Q3: 36 shares; 2024Q4: 64 shares 64 $3.96K <0.01% +28 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: not reported; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 106 shares; 2024Q2: 106 shares; 2024Q3: 6 shares; 2024Q4: 62 shares 62 $3.95K <0.01% +56 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 18 shares 18 $3.87K <0.01% new Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 780 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 155 shares 155 $3.86K <0.01% +55 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 95 shares 95 $3.85K <0.01% new Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 25 shares 25 $3.78K <0.01% new Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 27 shares 27 $3.77K <0.01% new Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 9 shares; 2024Q2: 9 shares; 2024Q3: 9 shares; 2024Q4: 19 shares 19 $3.75K <0.01% +10 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 478 shares; 2023Q2: 478 shares; 2023Q3: 478 shares; 2023Q4: 478 shares; 2024Q1: 478 shares; 2024Q2: 478 shares; 2024Q3: 478 shares; 2024Q4: 16 shares 16 $3.69K <0.01% -462 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 46 shares 46 $3.63K <0.01% new 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 21 shares 21 $3.62K <0.01% new 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 36 shares 36 $3.61K <0.01% new Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 101 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 139 shares 139 $3.58K <0.01% +39 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 48 shares 48 $3.56K <0.01% new Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 111 shares; 2023Q2: 111 shares; 2023Q3: 111 shares; 2023Q4: 111 shares; 2024Q1: 111 shares; 2024Q2: 111 shares; 2024Q3: 111 shares; 2024Q4: 112 shares 112 $3.51K <0.01% +1 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 21 shares; 2024Q2: 21 shares; 2024Q3: 21 shares; 2024Q4: 28 shares 28 $3.49K <0.01% +7 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 14 shares 14 $3.46K <0.01% new Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 45 shares; 2023Q2: 45 shares; 2023Q3: 44 shares; 2023Q4: 44 shares; 2024Q1: 44 shares; 2024Q2: 9 shares; 2024Q3: 9 shares; 2024Q4: 18 shares 18 $3.41K <0.01% +9 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 246 shares; 2023Q2: 246 shares; 2023Q3: 246 shares; 2023Q4: 246 shares; 2024Q1: 46 shares; 2024Q2: 46 shares; 2024Q3: 46 shares; 2024Q4: 46 shares 46 $3.4K <0.01% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 113 shares; 2023Q3: 113 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 19 shares 19 $3.39K <0.01% new 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 12 shares 12 $3.38K <0.01% new Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 25 shares 25 $3.36K <0.01% new Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 13 shares 13 $3.3K <0.01% new Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 20 shares 20 $3.26K <0.01% new Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 18 shares 18 $3.25K <0.01% new Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 9 shares; 2024Q2: 9 shares; 2024Q3: 9 shares; 2024Q4: 12 shares 12 $3.23K <0.01% +3 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 23 shares 23 $3.23K <0.01% new 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6 shares; 2024Q2: 6 shares; 2024Q3: 6 shares; 2024Q4: 24 shares 24 $3.22K <0.01% +18 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 159 shares 159 $3.21K <0.01% new Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 18 shares 18 $3.19K <0.01% new 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10 shares 10 $3.16K <0.01% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 25 shares 25 $3.15K <0.01% new Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 15 shares 15 $3.14K <0.01% new Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 72 shares 72 $3.13K <0.01% new Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 65 shares; 2024Q2: 65 shares; 2024Q3: 65 shares; 2024Q4: 130 shares 130 $3.13K <0.01% +65 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 107 shares 107 $3.12K <0.01% new 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 6 shares 6 $3.1K <0.01% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 24 shares; 2024Q2: 24 shares; 2024Q3: 24 shares; 2024Q4: 82 shares 82 $3.09K <0.01% +58 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 11 shares 11 $3.07K <0.01% new 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8 shares 8 $3.06K <0.01% new Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 156 shares; 2023Q3: 156 shares; 2023Q4: 156 shares; 2024Q1: 9 shares; 2024Q2: 9 shares; 2024Q3: 9 shares; 2024Q4: 26 shares 26 $3.02K <0.01% +17 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 50 shares; 2024Q2: 50 shares; 2024Q3: 50 shares; 2024Q4: 81 shares 81 $3.01K <0.01% +31 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: not reported; 2023Q2: 20 shares; 2023Q3: 20 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10 shares 10 $2.99K <0.01% new Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 14 shares; 2024Q2: 14 shares; 2024Q3: 14 shares; 2024Q4: 14 shares 14 $2.96K <0.01% 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8 shares 8 $2.96K <0.01% new 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 19 shares 19 $2.93K <0.01% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 175 shares; 2023Q2: 159 shares; 2023Q3: 159 shares; 2023Q4: 159 shares; 2024Q1: 181 shares; 2024Q2: 22 shares; 2024Q3: 0 shares; 2024Q4: 8 shares 8 $2.93K <0.01% +8 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 10 shares; 2023Q2: 10 shares; 2023Q3: 10 shares; 2023Q4: 10 shares; 2024Q1: 50 shares; 2024Q2: 50 shares; 2024Q3: 50 shares; 2024Q4: 50 shares 50 $2.91K <0.01% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 48 shares 48 $2.9K <0.01% new Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 17 shares 17 $2.85K <0.01% new Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 100 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 87 shares 87 $2.84K <0.01% new Timeline MAT MATTEL INC More: the full row for MATTEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 157 shares; 2023Q2: 157 shares; 2023Q3: 157 shares; 2023Q4: 157 shares; 2024Q1: 157 shares; 2024Q2: 157 shares; 2024Q3: 157 shares; 2024Q4: 157 shares 157 $2.78K <0.01% 0 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: 7 shares; 2023Q2: 7 shares; 2023Q3: 7 shares; 2023Q4: 7 shares; 2024Q1: 7 shares; 2024Q2: 7 shares; 2024Q3: 7 shares; 2024Q4: 24 shares 24 $2.77K <0.01% +17 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 53 shares; 2023Q2: 53 shares; 2023Q3: 53 shares; 2023Q4: 53 shares; 2024Q1: 53 shares; 2024Q2: 53 shares; 2024Q3: 53 shares; 2024Q4: 106 shares 106 $2.74K <0.01% +53 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6 shares; 2024Q2: 6 shares; 2024Q3: 6 shares; 2024Q4: 13 shares 13 $2.73K <0.01% +7 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 65 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 23 shares 23 $2.7K <0.01% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 35 shares 35 $2.69K <0.01% new Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 6 shares 6 $2.68K <0.01% new Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 161 shares; 2023Q2: 161 shares; 2023Q3: 161 shares; 2023Q4: 161 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 87 shares 87 $2.67K <0.01% new Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 82 shares 82 $2.63K <0.01% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 627 shares; 2023Q2: 893 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 42 shares; 2024Q2: 42 shares; 2024Q3: 42 shares; 2024Q4: 42 shares 42 $2.63K <0.01% 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 80 shares 80 $2.62K <0.01% new Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6 shares; 2024Q2: 6 shares; 2024Q3: 6 shares; 2024Q4: 26 shares 26 $2.62K <0.01% +20 Timeline CC CHEMOURS CO More: the full row for CHEMOURS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 80 shares; 2023Q2: 80 shares; 2023Q3: 80 shares; 2023Q4: 80 shares; 2024Q1: 80 shares; 2024Q2: 80 shares; 2024Q3: 80 shares; 2024Q4: 152 shares 152 $2.57K <0.01% +72 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2 shares 2 $2.54K <0.01% new Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 72 shares 72 $2.52K <0.01% new Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 29 shares 29 $2.5K <0.01% new Timeline