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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 192,700 shares; 2023Q2: 203,884 shares; 2023Q3: 213,071 shares; 2023Q4: 221,046 shares; 2024Q1: 234,787 shares; 2024Q2: 257,182 shares 257,182 $41.3M 16.76% +22,395 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 29,865 shares; 2023Q2: 31,298 shares; 2023Q3: 33,031 shares; 2023Q4: 35,267 shares; 2024Q1: 38,865 shares; 2024Q2: 42,069 shares 42,069 $21M 8.55% +3,204 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 33,194 shares; 2023Q2: 32,681 shares; 2023Q3: 34,328 shares; 2023Q4: 38,173 shares; 2024Q1: 42,073 shares; 2024Q2: 53,582 shares 53,582 $20M 8.14% +11,509 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 96,776 shares; 2023Q2: 89,145 shares; 2023Q3: 87,850 shares; 2023Q4: 85,303 shares; 2024Q1: 82,000 shares; 2024Q2: 81,859 shares 81,859 $13.5M 5.48% -141 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 9,737,777 shares 9,737,777 $9.74M 3.96% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 31,134 shares; 2023Q2: 31,560 shares; 2023Q3: 32,896 shares; 2023Q4: 34,073 shares; 2024Q1: 38,365 shares; 2024Q2: 40,294 shares 40,294 $6.06M 2.46% +1,929 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 165,691 shares; 2023Q2: 156,509 shares; 2023Q3: 156,509 shares; 2023Q4: 154,329 shares; 2024Q1: 151,313 shares; 2024Q2: 150,495 shares 150,495 $4.85M 1.97% -818 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 65,325 shares; 2023Q2: 68,370 shares; 2023Q3: 84,248 shares; 2023Q4: 127,350 shares; 2024Q1: 115,234 shares; 2024Q2: 96,301 shares 96,301 $4.85M 1.97% -18,933 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 79,469 shares; 2023Q2: 81,389 shares; 2023Q3: 81,389 shares; 2023Q4: 80,349 shares; 2024Q1: 78,528 shares; 2024Q2: 75,788 shares 75,788 $4.76M 1.94% -2,740 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 23,353 shares; 2023Q2: 23,078 shares; 2023Q3: 22,969 shares; 2023Q4: 22,732 shares; 2024Q1: 22,693 shares; 2024Q2: 22,434 shares 22,434 $4.73M 1.92% -259 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,096 shares; 2023Q2: 6,016 shares; 2023Q3: 5,966 shares; 2023Q4: 5,966 shares; 2024Q1: 6,132 shares; 2024Q2: 6,132 shares 6,132 $4.29M 1.74% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,750 shares; 2023Q2: 5,750 shares; 2023Q3: 6,888 shares; 2023Q4: 87,908 shares; 2024Q1: 111,166 shares; 2024Q2: 160,997 shares 160,997 $4.16M 1.69% +49,831 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 13,261 shares; 2023Q2: 13,261 shares; 2023Q3: 13,261 shares; 2023Q4: 13,261 shares; 2024Q1: 13,259 shares; 2024Q2: 13,004 shares 13,004 $4.01M 1.63% -255 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 13,662 shares; 2023Q2: 13,857 shares; 2023Q3: 13,995 shares; 2023Q4: 15,429 shares; 2024Q1: 16,157 shares; 2024Q2: 16,851 shares 16,851 $3.87M 1.57% +694 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,554 shares; 2023Q2: 6,567 shares; 2023Q3: 6,567 shares; 2023Q4: 6,567 shares; 2024Q1: 6,534 shares; 2024Q2: 6,534 shares 6,534 $3.58M 1.45% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 25,400 shares 25,400 $3.35M 1.36% new Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 7,347 shares; 2023Q2: 7,141 shares; 2023Q3: 7,280 shares; 2023Q4: 7,313 shares; 2024Q1: 8,233 shares; 2024Q2: 7,382 shares 7,382 $3.3M 1.34% -851 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 39,516 shares; 2023Q2: 41,240 shares; 2023Q3: 45,328 shares; 2023Q4: 45,424 shares; 2024Q1: 53,117 shares; 2024Q2: 63,031 shares 63,031 $3.3M 1.34% +9,914 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 125,226 shares; 2023Q2: 123,092 shares; 2023Q3: 122,826 shares; 2023Q4: 91,991 shares; 2024Q1: 83,019 shares; 2024Q2: 74,744 shares 74,744 $2.97M 1.21% -8,275 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 10,761 shares; 2023Q2: 10,761 shares; 2023Q3: 10,599 shares; 2023Q4: 10,469 shares; 2024Q1: 11,606 shares; 2024Q2: 11,606 shares 11,606 $2.75M 1.12% 0 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 71,243 shares; 2023Q2: 68,453 shares; 2023Q3: 68,453 shares; 2023Q4: 67,886 shares; 2024Q1: 67,886 shares; 2024Q2: 67,886 shares 67,886 $2.67M 1.08% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 15,749 shares; 2023Q2: 21,815 shares; 2023Q3: 24,979 shares; 2023Q4: 28,610 shares; 2024Q1: 38,718 shares; 2024Q2: 46,882 shares 46,882 $2.32M 0.94% +8,164 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 7,768 shares; 2023Q2: 7,743 shares; 2023Q3: 5,199 shares; 2023Q4: 7,583 shares; 2024Q1: 7,583 shares; 2024Q2: 7,583 shares 7,583 $2.26M 0.92% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 18,312 shares; 2023Q2: 21,077 shares; 2023Q3: 19,402 shares; 2023Q4: 20,031 shares; 2024Q1: 19,955 shares; 2024Q2: 19,955 shares 19,955 $2.01M 0.82% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 37,488 shares; 2023Q2: 37,488 shares; 2023Q3: 37,488 shares; 2023Q4: 37,400 shares; 2024Q1: 37,040 shares; 2024Q2: 36,920 shares 36,920 $1.92M 0.78% -120 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 42,425 shares; 2023Q2: 42,161 shares; 2023Q3: 42,161 shares; 2023Q4: 42,161 shares; 2024Q1: 33,290 shares; 2024Q2: 32,123 shares 32,123 $1.89M 0.77% -1,167 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 27,309 shares; 2023Q2: 26,865 shares; 2023Q3: 26,587 shares; 2023Q4: 24,249 shares; 2024Q1: 24,249 shares; 2024Q2: 24,249 shares 24,249 $1.8M 0.73% 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 10,474 shares; 2023Q2: 9,759 shares; 2023Q3: 9,625 shares; 2023Q4: 9,621 shares; 2024Q1: 9,559 shares; 2024Q2: 9,436 shares 9,436 $1.72M 0.7% -123 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 40,400 shares; 2023Q2: 41,955 shares; 2023Q3: 45,474 shares; 2023Q4: 46,522 shares; 2024Q1: 44,444 shares; 2024Q2: 38,164 shares 38,164 $1.71M 0.7% -6,280 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,558 shares; 2023Q2: 3,016 shares; 2023Q3: 3,014 shares; 2023Q4: 3,015 shares; 2024Q1: 3,178 shares; 2024Q2: 3,140 shares 3,140 $1.71M 0.69% -38 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 17,893 shares; 2023Q2: 20,124 shares; 2023Q3: 21,157 shares; 2023Q4: not reported; 2024Q1: 22,977 shares; 2024Q2: 23,506 shares 23,506 $1.59M 0.65% +529 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 23,158 shares; 2023Q2: 23,158 shares; 2023Q3: 22,429 shares; 2023Q4: 16,236 shares; 2024Q1: 15,654 shares; 2024Q2: 15,545 shares 15,545 $1.51M 0.61% -109 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,207 shares; 2023Q2: 6,207 shares; 2023Q3: 5,514 shares; 2023Q4: 5,514 shares; 2024Q1: 5,514 shares; 2024Q2: 6,214 shares 6,214 $1.48M 0.6% +700 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 39,079 shares; 2023Q2: 39,033 shares; 2023Q3: 38,861 shares; 2023Q4: 39,077 shares; 2024Q1: 39,364 shares; 2024Q2: 37,547 shares 37,547 $1.44M 0.59% -1,817 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 14,355 shares; 2023Q2: 15,043 shares; 2023Q3: 18,096 shares; 2023Q4: 18,104 shares; 2024Q1: 18,104 shares; 2024Q2: 18,117 shares 18,117 $1.42M 0.58% +13 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 22,801 shares; 2023Q2: 22,801 shares; 2023Q3: 22,801 shares; 2023Q4: 22,801 shares; 2024Q1: 22,801 shares; 2024Q2: 22,801 shares 22,801 $1.37M 0.56% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,380 shares; 2023Q2: 5,639 shares; 2023Q3: 5,739 shares; 2023Q4: 5,333 shares; 2024Q1: 6,018 shares; 2024Q2: 6,293 shares 6,293 $1.37M 0.56% +275 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 12,217 shares; 2023Q2: 12,217 shares; 2023Q3: 11,232 shares; 2023Q4: 11,232 shares; 2024Q1: 11,232 shares; 2024Q2: 11,232 shares 11,232 $1.33M 0.54% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 32,588 shares; 2023Q2: 31,124 shares; 2023Q3: 32,714 shares; 2023Q4: 17,729 shares; 2024Q1: 17,729 shares; 2024Q2: 20,319 shares 20,319 $1.22M 0.5% +2,590 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9,065 shares; 2023Q2: 8,216 shares; 2023Q3: 8,340 shares; 2023Q4: 8,314 shares; 2024Q1: 8,559 shares; 2024Q2: 8,114 shares 8,114 $1.19M 0.48% -445 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 7,904 shares; 2023Q2: 7,504 shares; 2023Q3: 7,040 shares; 2023Q4: 7,040 shares; 2024Q1: 8,568 shares; 2024Q2: 8,989 shares 8,989 $1.03M 0.42% +421 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 143 shares; 2023Q2: 143 shares; 2023Q3: 143 shares; 2023Q4: 143 shares; 2024Q1: 148 shares; 2024Q2: 2,150 shares 2,150 $1.03M 0.42% +2,002 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 14,433 shares; 2023Q2: 14,433 shares; 2023Q3: 14,433 shares; 2023Q4: 14,203 shares; 2024Q1: 14,203 shares; 2024Q2: 14,203 shares 14,203 $1.01M 0.41% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,890 shares; 2023Q2: 5,090 shares; 2023Q3: 5,250 shares; 2023Q4: 5,250 shares; 2024Q1: 5,491 shares; 2024Q2: 5,492 shares 5,492 $1M 0.41% +1 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,784 shares; 2023Q2: 4,860 shares; 2023Q3: 4,869 shares; 2023Q4: 4,884 shares; 2024Q1: 4,290 shares; 2024Q2: 3,676 shares 3,676 $983K 0.4% -614 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 17,807 shares; 2023Q2: 16,089 shares; 2023Q3: 14,671 shares; 2023Q4: 13,024 shares; 2024Q1: 12,084 shares; 2024Q2: 11,095 shares 11,095 $857K 0.35% -989 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 332,513 shares; 2023Q2: 7,768 shares; 2023Q3: 7,195 shares; 2023Q4: 7,420 shares; 2024Q1: 6,761 shares; 2024Q2: 7,151 shares 7,151 $845K 0.34% +390 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 42,200 shares; 2023Q2: 36,553 shares; 2023Q3: 36,316 shares; 2023Q4: 22,697 shares; 2024Q1: 20,416 shares; 2024Q2: 22,729 shares 22,729 $829K 0.34% +2,313 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,528 shares; 2023Q2: 4,528 shares; 2023Q3: 4,659 shares; 2023Q4: 4,659 shares; 2024Q1: 5,315 shares; 2024Q2: 5,282 shares 5,282 $826K 0.34% -33 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 7,734 shares; 2023Q2: 7,734 shares; 2023Q3: 8,271 shares; 2023Q4: 8,272 shares; 2024Q1: 8,272 shares; 2024Q2: 7,204 shares 7,204 $795K 0.32% -1,068 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,682 shares; 2023Q2: 3,622 shares; 2023Q3: 3,742 shares; 2023Q4: 3,742 shares; 2024Q1: 4,182 shares; 2024Q2: 4,112 shares 4,112 $795K 0.32% -70 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,671 shares; 2023Q2: 4,563 shares; 2023Q3: 7,124 shares; 2023Q4: 7,190 shares; 2024Q1: 7,260 shares; 2024Q2: 6,969 shares 6,969 $743K 0.3% -291 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,000 shares; 2023Q2: 2,000 shares; 2023Q3: 2,000 shares; 2023Q4: 2,000 shares; 2024Q1: 2,000 shares; 2024Q2: 2,000 shares 2,000 $731K 0.3% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 498 shares; 2023Q2: 539 shares; 2023Q3: 539 shares; 2023Q4: 539 shares; 2024Q1: 570 shares; 2024Q2: 5,732 shares 5,732 $708K 0.29% +5,162 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,085 shares; 2023Q2: 4,351 shares; 2023Q3: 4,085 shares; 2023Q4: 4,062 shares; 2024Q1: 4,197 shares; 2024Q2: 4,197 shares 4,197 $692K 0.28% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,494 shares; 2023Q2: 1,506 shares; 2023Q3: 1,570 shares; 2023Q4: 1,506 shares; 2024Q1: 1,515 shares; 2024Q2: 1,515 shares 1,515 $674K 0.27% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,202 shares; 2023Q2: 3,243 shares; 2023Q3: 3,305 shares; 2023Q4: 3,305 shares; 2024Q1: 3,542 shares; 2024Q2: 3,142 shares 3,142 $636K 0.26% -400 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 7,938 shares; 2023Q2: 7,938 shares; 2023Q3: 7,938 shares; 2023Q4: 7,938 shares; 2024Q1: 7,938 shares; 2024Q2: 7,938 shares 7,938 $622K 0.25% 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 8,922 shares; 2023Q2: 8,322 shares; 2023Q3: 8,246 shares; 2023Q4: 8,246 shares; 2024Q1: 8,246 shares; 2024Q2: 8,246 shares 8,246 $594K 0.24% 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 618 shares; 2023Q2: 620 shares; 2023Q3: 622 shares; 2023Q4: 623 shares; 2024Q1: 624 shares; 2024Q2: 626 shares 626 $565K 0.23% +2 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,182 shares; 2023Q2: 3,182 shares; 2023Q3: 3,097 shares; 2023Q4: 3,182 shares; 2024Q1: 3,182 shares; 2024Q2: 3,182 shares 3,182 $555K 0.23% 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,606 shares; 2023Q2: 5,746 shares; 2023Q3: 4,696 shares; 2023Q4: 4,696 shares; 2024Q1: 4,640 shares; 2024Q2: 4,640 shares 4,640 $550K 0.22% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,865 shares; 2023Q2: 2,004 shares; 2023Q3: 2,004 shares; 2023Q4: 2,004 shares; 2024Q1: 2,019 shares; 2024Q2: 2,019 shares 2,019 $530K 0.22% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,540 shares; 2023Q2: 2,873 shares; 2023Q3: 3,050 shares; 2023Q4: 2,920 shares; 2024Q1: 2,979 shares; 2024Q2: 2,942 shares 2,942 $505K 0.2% -37 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 571 shares; 2023Q2: 571 shares; 2023Q3: 571 shares; 2023Q4: 571 shares; 2024Q1: 571 shares; 2024Q2: 1,603 shares 1,603 $504K 0.2% +1,032 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,000 shares; 2024Q1: 4,195 shares; 2024Q2: 4,195 shares 4,195 $497K 0.2% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,657 shares; 2023Q2: 1,657 shares; 2023Q3: 1,670 shares; 2023Q4: 1,670 shares; 2024Q1: 8,348 shares; 2024Q2: 8,348 shares 8,348 $489K 0.2% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 987 shares; 2023Q2: 1,060 shares; 2023Q3: 1,116 shares; 2023Q4: 1,116 shares; 2024Q1: 1,366 shares; 2024Q2: 1,366 shares 1,366 $470K 0.19% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 451 shares; 2023Q2: 451 shares; 2023Q3: 451 shares; 2023Q4: 451 shares; 2024Q1: 1,976 shares; 2024Q2: 1,976 shares 1,976 $458K 0.19% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 17,474 shares; 2023Q2: 17,474 shares; 2023Q3: 12,174 shares; 2023Q4: 15,634 shares; 2024Q1: 10,334 shares; 2024Q2: 10,334 shares 10,334 $452K 0.18% 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,167 shares; 2023Q2: 2,167 shares; 2023Q3: 2,167 shares; 2023Q4: 2,167 shares; 2024Q1: 2,236 shares; 2024Q2: 2,236 shares 2,236 $407K 0.17% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,765 shares; 2023Q2: 1,765 shares; 2023Q3: 1,798 shares; 2023Q4: 1,798 shares; 2024Q1: 1,798 shares; 2024Q2: 1,798 shares 1,798 $379K 0.15% 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 304 shares; 2023Q2: 304 shares; 2023Q3: 351 shares; 2023Q4: 434 shares; 2024Q1: 416 shares; 2024Q2: 416 shares 416 $377K 0.15% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,912 shares; 2023Q2: 2,912 shares; 2023Q3: 2,947 shares; 2023Q4: 2,947 shares; 2024Q1: 2,657 shares; 2024Q2: 1,907 shares 1,907 $371K 0.15% -750 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,028 shares; 2023Q2: 4,828 shares; 2023Q3: 4,872 shares; 2023Q4: 4,872 shares; 2024Q1: 4,349 shares; 2024Q2: 3,555 shares 3,555 $369K 0.15% -794 Timeline HI HILLENBRAND INC More: the full row for HILLENBRAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9,230 shares; 2023Q2: 9,230 shares; 2023Q3: 9,230 shares; 2023Q4: 9,230 shares; 2024Q1: 9,230 shares; 2024Q2: 9,230 shares 9,230 $369K 0.15% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 600 shares; 2023Q2: 600 shares; 2023Q3: 600 shares; 2023Q4: 600 shares; 2024Q1: 628 shares; 2024Q2: 628 shares 628 $362K 0.15% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 87,541 shares; 2023Q2: 98,483 shares; 2023Q3: 111,228 shares; 2023Q4: 16,437 shares; 2024Q1: 15,294 shares; 2024Q2: 15,294 shares 15,294 $360K 0.15% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9,197 shares; 2023Q2: 9,697 shares; 2023Q3: 9,697 shares; 2023Q4: 9,697 shares; 2024Q1: 9,697 shares; 2024Q2: 9,579 shares 9,579 $344K 0.14% -118 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,366 shares; 2023Q2: 2,226 shares; 2023Q3: 2,256 shares; 2023Q4: 2,256 shares; 2024Q1: 2,256 shares; 2024Q2: 2,256 shares 2,256 $340K 0.14% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,130 shares; 2023Q2: 1,130 shares; 2023Q3: 1,393 shares; 2023Q4: 1,393 shares; 2024Q1: 1,393 shares; 2024Q2: 824 shares 824 $335K 0.14% -569 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,345 shares; 2023Q2: 2,362 shares; 2023Q3: 2,186 shares; 2023Q4: 2,186 shares; 2024Q1: 2,172 shares; 2024Q2: 2,172 shares 2,172 $331K 0.13% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 916 shares; 2023Q2: 916 shares; 2023Q3: 916 shares; 2023Q4: 651 shares; 2024Q1: 657 shares; 2024Q2: 607 shares 607 $329K 0.13% -50 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,024 shares; 2023Q2: 3,024 shares; 2023Q3: 3,424 shares; 2023Q4: 3,424 shares; 2024Q1: 3,424 shares; 2024Q2: 3,424 shares 3,424 $312K 0.13% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 561 shares; 2023Q4: 561 shares; 2024Q1: 561 shares; 2024Q2: 561 shares 561 $300K 0.12% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,186 shares; 2023Q2: 3,186 shares; 2023Q3: 3,186 shares; 2023Q4: 3,186 shares; 2024Q1: 3,186 shares; 2024Q2: 3,186 shares 3,186 $295K 0.12% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,460 shares; 2023Q2: 1,565 shares; 2023Q3: 1,460 shares; 2023Q4: 1,460 shares; 2024Q1: 3,260 shares; 2024Q2: 1,600 shares 1,600 $293K 0.12% -1,660 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,036 shares; 2023Q2: 5,036 shares; 2023Q3: 4,384 shares; 2023Q4: 3,471 shares; 2024Q1: 3,429 shares; 2024Q2: 3,429 shares 3,429 $287K 0.12% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,245 shares; 2023Q2: 4,191 shares; 2023Q3: 4,320 shares; 2023Q4: 4,568 shares; 2024Q1: 5,918 shares; 2024Q2: 4,472 shares 4,472 $285K 0.12% -1,446 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 703 shares; 2023Q2: 877 shares; 2023Q3: 937 shares; 2023Q4: 976 shares; 2024Q1: 1,053 shares; 2024Q2: 1,152 shares 1,152 $279K 0.11% +99 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,174 shares; 2023Q2: 5,554 shares; 2023Q3: 5,522 shares; 2023Q4: 5,522 shares; 2024Q1: 5,522 shares; 2024Q2: 5,522 shares 5,522 $276K 0.11% 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,258 shares; 2023Q2: 4,258 shares; 2023Q3: 4,361 shares; 2023Q4: 4,361 shares; 2024Q1: 3,786 shares; 2024Q2: 3,786 shares 3,786 $268K 0.11% 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,285 shares; 2023Q2: 1,100 shares; 2023Q3: 1,100 shares; 2023Q4: 1,100 shares; 2024Q1: 1,053 shares; 2024Q2: 1,053 shares 1,053 $263K 0.11% 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,319 shares; 2023Q2: 1,319 shares; 2023Q3: 1,319 shares; 2023Q4: 1,319 shares; 2024Q1: 1,319 shares; 2024Q2: 1,319 shares 1,319 $257K 0.1% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 945 shares; 2023Q2: 945 shares; 2023Q3: 945 shares; 2023Q4: 991 shares; 2024Q1: 998 shares; 2024Q2: 991 shares 991 $252K 0.1% -7 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 8,244 shares; 2023Q2: 5,032 shares; 2023Q3: 4,243 shares; 2023Q4: 3,800 shares; 2024Q1: 3,529 shares; 2024Q2: 3,142 shares 3,142 $251K 0.1% -387 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,493 shares; 2023Q2: 4,493 shares; 2023Q3: 4,493 shares; 2023Q4: 4,493 shares; 2024Q1: 4,493 shares; 2024Q2: 4,493 shares 4,493 $251K 0.1% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,045 shares; 2023Q2: 949 shares; 2023Q3: 949 shares; 2023Q4: 949 shares; 2024Q1: 949 shares; 2024Q2: 949 shares 949 $251K 0.1% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,790 shares; 2023Q2: 1,947 shares; 2023Q3: 2,006 shares; 2023Q4: 2,006 shares; 2024Q1: 2,016 shares; 2024Q2: 1,767 shares 1,767 $249K 0.1% -249 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,255 shares; 2023Q2: 4,256 shares; 2023Q3: 4,274 shares; 2023Q4: 4,277 shares; 2024Q1: 4,276 shares; 2024Q2: 4,202 shares 4,202 $246K 0.1% -74 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 626 shares; 2023Q2: 626 shares; 2023Q3: 626 shares; 2023Q4: 626 shares; 2024Q1: 626 shares; 2024Q2: 626 shares 626 $245K 0.1% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,556 shares; 2023Q2: 1,556 shares; 2023Q3: 1,556 shares; 2023Q4: 1,556 shares; 2024Q1: 1,556 shares; 2024Q2: 1,106 shares 1,106 $244K 0.1% -450 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,890 shares; 2023Q2: 3,656 shares; 2023Q3: 3,556 shares; 2023Q4: 3,556 shares; 2024Q1: 3,872 shares; 2024Q2: 1,419 shares 1,419 $242K 0.1% -2,453 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,500 shares; 2023Q2: not reported; 2023Q3: 2,500 shares; 2023Q4: 2,500 shares; 2024Q1: 2,500 shares; 2024Q2: 2,500 shares 2,500 $240K 0.1% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,172 shares; 2023Q2: 6,172 shares; 2023Q3: 6,172 shares; 2023Q4: 6,172 shares; 2024Q1: 6,172 shares; 2024Q2: 6,172 shares 6,172 $240K 0.1% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,047 shares; 2023Q2: 2,056 shares; 2023Q3: 1,080 shares; 2023Q4: 1,145 shares; 2024Q1: 1,179 shares; 2024Q2: 1,179 shares 1,179 $239K 0.1% 0 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 3,680 shares; 2023Q4: 3,680 shares; 2024Q1: 4,199 shares; 2024Q2: 4,199 shares 4,199 $239K 0.1% 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 7,877 shares; 2023Q2: 7,877 shares; 2023Q3: 6,222 shares; 2023Q4: 6,222 shares; 2024Q1: 6,222 shares; 2024Q2: 6,222 shares 6,222 $233K 0.09% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,231 shares; 2023Q2: 1,231 shares; 2023Q3: 900 shares; 2023Q4: 900 shares; 2024Q1: 912 shares; 2024Q2: 1,013 shares 1,013 $229K 0.09% +101 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 569 shares; 2023Q2: 611 shares; 2023Q3: 648 shares; 2023Q4: 648 shares; 2024Q1: 1,147 shares; 2024Q2: 1,147 shares 1,147 $223K 0.09% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,303 shares; 2023Q2: 2,264 shares; 2023Q3: 2,559 shares; 2023Q4: 2,559 shares; 2024Q1: 2,971 shares; 2024Q2: 2,971 shares 2,971 $216K 0.09% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,500 shares 1,500 $215K 0.09% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,754 shares; 2023Q2: 5,754 shares; 2023Q3: 5,550 shares; 2023Q4: 5,550 shares; 2024Q1: 4,398 shares; 2024Q2: 4,401 shares 4,401 $209K 0.08% +3 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,574 shares; 2023Q2: 3,474 shares; 2023Q3: 3,414 shares; 2023Q4: 2,769 shares; 2024Q1: 2,060 shares; 2024Q2: 1,321 shares 1,321 $205K 0.08% -739 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,300 shares; 2023Q2: 2,300 shares; 2023Q3: 2,400 shares; 2023Q4: 2,400 shares; 2024Q1: 2,400 shares; 2024Q2: 2,400 shares 2,400 $195K 0.08% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,000 shares; 2023Q2: 1,000 shares; 2023Q3: 1,184 shares; 2023Q4: 1,184 shares; 2024Q1: 1,193 shares; 2024Q2: 1,193 shares 1,193 $194K 0.08% 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,266 shares; 2023Q2: 4,267 shares; 2023Q3: 4,252 shares; 2023Q4: 4,263 shares; 2024Q1: 4,261 shares; 2024Q2: 3,327 shares 3,327 $192K 0.08% -934 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 554 shares; 2023Q2: 554 shares; 2023Q3: 554 shares; 2023Q4: 554 shares; 2024Q1: 554 shares; 2024Q2: 513 shares 513 $187K 0.08% -41 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 50 shares; 2023Q2: 350 shares; 2023Q3: 300 shares; 2023Q4: 300 shares; 2024Q1: 548 shares; 2024Q2: 548 shares 548 $183K 0.07% 0 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 500 shares; 2023Q3: 950 shares; 2023Q4: 1,420 shares; 2024Q1: 2,020 shares; 2024Q2: 2,020 shares 2,020 $178K 0.07% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,906 shares; 2023Q2: 1,906 shares; 2023Q3: 1,906 shares; 2023Q4: 1,906 shares; 2024Q1: 1,443 shares; 2024Q2: 1,443 shares 1,443 $178K 0.07% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 8,206 shares; 2023Q2: 7,478 shares; 2023Q3: 2,878 shares; 2023Q4: 2,878 shares; 2024Q1: 2,878 shares; 2024Q2: 2,878 shares 2,878 $177K 0.07% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,219 shares; 2023Q2: 231 shares; 2023Q3: 269 shares; 2023Q4: 269 shares; 2024Q1: 275 shares; 2024Q2: 205 shares 205 $174K 0.07% -70 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,500 shares; 2023Q2: 6,500 shares; 2023Q3: 6,500 shares; 2023Q4: 6,500 shares; 2024Q1: 6,500 shares; 2024Q2: 6,500 shares 6,500 $168K 0.07% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,553 shares; 2023Q2: 996 shares; 2023Q3: 991 shares; 2023Q4: 991 shares; 2024Q1: 1,003 shares; 2024Q2: 4,015 shares 4,015 $165K 0.07% +3,012 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 502 shares; 2023Q2: 502 shares; 2023Q3: 529 shares; 2023Q4: 529 shares; 2024Q1: 535 shares; 2024Q2: 535 shares 535 $162K 0.07% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,184 shares; 2023Q2: 2,184 shares; 2023Q3: 2,075 shares; 2023Q4: 2,162 shares; 2024Q1: 2,029 shares; 2024Q2: 1,629 shares 1,629 $162K 0.07% -400 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 7,148 shares; 2023Q2: 7,148 shares; 2023Q3: 6,719 shares; 2023Q4: 6,719 shares; 2024Q1: 6,719 shares; 2024Q2: 6,246 shares 6,246 $159K 0.06% -473 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,347 shares; 2023Q2: 5,347 shares; 2023Q3: 4,927 shares; 2023Q4: 4,927 shares; 2024Q1: 4,647 shares; 2024Q2: 4,647 shares 4,647 $155K 0.06% 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 6,995 shares; 2023Q3: 6,995 shares; 2023Q4: 6,995 shares; 2024Q1: 6,995 shares; 2024Q2: 6,995 shares 6,995 $150K 0.06% 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 18 shares; 2023Q2: 40 shares; 2023Q3: 72 shares; 2023Q4: 72 shares; 2024Q1: 93 shares; 2024Q2: 93 shares 93 $149K 0.06% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,263 shares; 2023Q2: 2,133 shares; 2023Q3: 2,133 shares; 2023Q4: 2,244 shares; 2024Q1: 2,437 shares; 2024Q2: 5,024 shares 5,024 $149K 0.06% +2,587 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,400 shares; 2023Q2: 1,736 shares; 2023Q3: 1,471 shares; 2023Q4: 1,471 shares; 2024Q1: 1,474 shares; 2024Q2: 1,474 shares 1,474 $148K 0.06% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 580 shares; 2023Q2: 580 shares; 2023Q3: 580 shares; 2023Q4: 580 shares; 2024Q1: 639 shares; 2024Q2: 289 shares 289 $146K 0.06% -350 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 11,706 shares; 2023Q2: 10,008 shares; 2023Q3: 4,634 shares; 2023Q4: 4,636 shares; 2024Q1: 4,921 shares; 2024Q2: 3,362 shares 3,362 $143K 0.06% -1,559 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 955 shares; 2023Q2: 955 shares; 2023Q3: 955 shares; 2023Q4: 955 shares; 2024Q1: 955 shares; 2024Q2: 955 shares 955 $141K 0.06% 0 BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,500 shares; 2023Q2: 3,500 shares; 2023Q3: 3,300 shares; 2023Q4: 2,993 shares; 2024Q1: 2,994 shares; 2024Q2: 3,194 shares 3,194 $133K 0.05% +200 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 202 shares; 2023Q2: 202 shares; 2023Q3: 202 shares; 2023Q4: 430 shares; 2024Q1: 562 shares; 2024Q2: 517 shares 517 $129K 0.05% -45 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,669 shares; 2023Q2: 1,830 shares; 2023Q3: 1,752 shares; 2023Q4: 1,682 shares; 2024Q1: 1,691 shares; 2024Q2: 1,039 shares 1,039 $129K 0.05% -652 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 630 shares; 2023Q2: 330 shares; 2023Q3: 330 shares; 2023Q4: 330 shares; 2024Q1: 742 shares; 2024Q2: 742 shares 742 $128K 0.05% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 591 shares; 2023Q2: 591 shares; 2023Q3: 591 shares; 2023Q4: 591 shares; 2024Q1: 591 shares; 2024Q2: 591 shares 591 $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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,925 shares; 2023Q2: 3,925 shares; 2023Q3: 3,698 shares; 2023Q4: 3,698 shares; 2024Q1: 3,698 shares; 2024Q2: 2,392 shares 2,392 $127K 0.05% -1,306 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 546 shares; 2023Q2: 546 shares; 2023Q3: 546 shares; 2023Q4: 546 shares; 2024Q1: 546 shares; 2024Q2: 546 shares 546 $127K 0.05% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 450 shares; 2023Q2: 450 shares; 2023Q3: 450 shares; 2023Q4: 450 shares; 2024Q1: 450 shares; 2024Q2: 450 shares 450 $120K 0.05% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 600 shares; 2023Q2: 600 shares; 2023Q3: 600 shares; 2023Q4: 600 shares; 2024Q1: 600 shares; 2024Q2: 600 shares 600 $118K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,045 shares; 2023Q2: 2,045 shares; 2023Q3: 1,920 shares; 2023Q4: 1,920 shares; 2024Q1: 1,944 shares; 2024Q2: 1,344 shares 1,344 $118K 0.05% -600 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: 260 shares; 2023Q3: 260 shares; 2023Q4: 260 shares; 2024Q1: 266 shares; 2024Q2: 266 shares 266 $117K 0.05% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,800 shares; 2023Q2: 1,800 shares; 2023Q3: 2,463 shares; 2023Q4: 1,463 shares; 2024Q1: 1,463 shares; 2024Q2: 1,463 shares 1,463 $117K 0.05% 0 Timeline LAM RESEARCH CORP LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 30 shares; 2023Q2: 30 shares; 2023Q3: 30 shares; 2023Q4: 30 shares; 2024Q1: 104 shares; 2024Q2: 104 shares 104 $111K 0.05% 0 PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,599 shares; 2023Q2: 4,864 shares; 2023Q3: 4,249 shares; 2023Q4: 4,475 shares; 2024Q1: 3,151 shares; 2024Q2: 3,958 shares 3,958 $111K 0.04% +807 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 438 shares; 2023Q2: 438 shares; 2023Q3: 636 shares; 2023Q4: 636 shares; 2024Q1: 938 shares; 2024Q2: 938 shares 938 $107K 0.04% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 123 shares; 2023Q2: 170 shares; 2023Q3: 219 shares; 2023Q4: 219 shares; 2024Q1: 219 shares; 2024Q2: 209 shares 209 $106K 0.04% -10 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 641 shares; 2023Q2: 476 shares; 2023Q3: 476 shares; 2023Q4: 476 shares; 2024Q1: 536 shares; 2024Q2: 536 shares 536 $106K 0.04% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,297 shares; 2023Q2: 2,534 shares; 2023Q3: 2,534 shares; 2023Q4: 980 shares; 2024Q1: 2,260 shares; 2024Q2: 2,260 shares 2,260 $105K 0.04% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 500 shares 500 $99.2K 0.04% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,179 shares; 2023Q2: 1,695 shares; 2023Q3: 2,221 shares; 2023Q4: 2,748 shares; 2024Q1: 3,236 shares; 2024Q2: 4,193 shares 4,193 $98.9K 0.04% +957 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 334 shares; 2023Q2: 365 shares; 2023Q3: 365 shares; 2023Q4: 365 shares; 2024Q1: 371 shares; 2024Q2: 371 shares 371 $95.4K 0.04% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,699 shares; 2023Q2: 1,765 shares; 2023Q3: 1,765 shares; 2023Q4: 1,765 shares; 2024Q1: 1,465 shares; 2024Q2: 1,465 shares 1,465 $92.4K 0.04% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 363 shares; 2023Q2: 363 shares; 2023Q3: 363 shares; 2023Q4: 363 shares; 2024Q1: 621 shares; 2024Q2: 621 shares 621 $87.7K 0.04% 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,700 shares; 2023Q2: 1,700 shares; 2023Q3: 1,700 shares; 2023Q4: 1,700 shares; 2024Q1: 1,700 shares; 2024Q2: 1,700 shares 1,700 $87.1K 0.04% 0 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,550 shares; 2023Q2: 1,750 shares; 2023Q3: 1,750 shares; 2023Q4: 1,750 shares; 2024Q1: 1,750 shares; 2024Q2: 1,750 shares 1,750 $84K 0.03% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 931 shares; 2023Q2: 931 shares; 2023Q3: 996 shares; 2023Q4: 996 shares; 2024Q1: 996 shares; 2024Q2: 996 shares 996 $83.6K 0.03% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 412 shares; 2023Q2: 412 shares; 2023Q3: 412 shares; 2023Q4: 412 shares; 2024Q1: 412 shares; 2024Q2: 412 shares 412 $82.1K 0.03% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 160 shares; 2024Q1: 160 shares; 2024Q2: 160 shares 160 $80.9K 0.03% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 275 shares; 2023Q2: 275 shares; 2023Q3: 275 shares; 2023Q4: 275 shares; 2024Q1: 275 shares; 2024Q2: 275 shares 275 $80.7K 0.03% 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,589 shares; 2023Q2: 1,589 shares; 2023Q3: 1,589 shares; 2023Q4: 1,649 shares; 2024Q1: 1,800 shares; 2024Q2: 1,650 shares 1,650 $78.3K 0.03% -150 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,400 shares; 2023Q2: 4,715 shares; 2023Q3: 3,065 shares; 2023Q4: 1,533 shares; 2024Q1: 1,533 shares; 2024Q2: 723 shares 723 $77K 0.03% -810 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 478 shares; 2023Q2: 478 shares; 2023Q3: 478 shares; 2023Q4: 478 shares; 2024Q1: 478 shares; 2024Q2: 478 shares 478 $76.2K 0.03% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 500 shares; 2023Q2: 1,525 shares; 2023Q3: 2,280 shares; 2023Q4: 2,280 shares; 2024Q1: 2,280 shares; 2024Q2: 1,780 shares 1,780 $75.7K 0.03% -500 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 580 shares; 2023Q4: 580 shares; 2024Q1: 580 shares; 2024Q2: 580 shares 580 $74.7K 0.03% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 787 shares; 2023Q2: 769 shares; 2023Q3: 771 shares; 2023Q4: 714 shares; 2024Q1: 794 shares; 2024Q2: 738 shares 738 $74K 0.03% -56 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 170 shares; 2023Q2: 170 shares; 2023Q3: 145 shares; 2023Q4: 145 shares; 2024Q1: 151 shares; 2024Q2: 151 shares 151 $70.5K 0.03% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 849 shares; 2023Q2: 882 shares; 2023Q3: 882 shares; 2023Q4: 732 shares; 2024Q1: 732 shares; 2024Q2: 732 shares 732 $70.5K 0.03% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 332 shares; 2023Q2: 332 shares; 2023Q3: 332 shares; 2023Q4: 332 shares; 2024Q1: 1,023 shares; 2024Q2: 1,023 shares 1,023 $69.3K 0.03% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 228 shares; 2023Q2: 228 shares; 2023Q3: 228 shares; 2023Q4: 228 shares; 2024Q1: 228 shares; 2024Q2: 228 shares 228 $68K 0.03% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,445 shares; 2023Q2: 888 shares; 2023Q3: 888 shares; 2023Q4: 888 shares; 2024Q1: 837 shares; 2024Q2: 426 shares 426 $67.7K 0.03% -411 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 301 shares; 2023Q2: 201 shares; 2023Q3: 219 shares; 2023Q4: 219 shares; 2024Q1: 223 shares; 2024Q2: 205 shares 205 $64.1K 0.03% -18 Timeline LCNB LCNB CORP More: the full row for LCNB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,593 shares; 2023Q2: 4,593 shares; 2023Q3: 4,593 shares; 2023Q4: 4,593 shares; 2024Q1: 4,593 shares; 2024Q2: 4,593 shares 4,593 $63.9K 0.03% 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 289 shares; 2023Q2: 289 shares; 2023Q3: 289 shares; 2023Q4: 732 shares; 2024Q1: 823 shares; 2024Q2: 823 shares 823 $62K 0.03% 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,788 shares; 2023Q2: 1,788 shares; 2023Q3: 324 shares; 2023Q4: 450 shares; 2024Q1: 592 shares; 2024Q2: 592 shares 592 $61.9K 0.03% 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,678 shares; 2023Q2: 4,204 shares; 2023Q3: 2,109 shares; 2023Q4: 2,109 shares; 2024Q1: 573 shares; 2024Q2: 573 shares 573 $61.2K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,305 shares; 2023Q2: 771 shares; 2023Q3: 949 shares; 2023Q4: 949 shares; 2024Q1: 1,142 shares; 2024Q2: 1,142 shares 1,142 $61.1K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 477 shares; 2023Q2: 477 shares; 2023Q3: 477 shares; 2023Q4: 477 shares; 2024Q1: 477 shares; 2024Q2: 477 shares 477 $60.7K 0.02% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 354 shares; 2023Q2: 354 shares; 2023Q3: 354 shares; 2023Q4: 354 shares; 2024Q1: 354 shares; 2024Q2: 354 shares 354 $59.8K 0.02% 0 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 300 shares; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: 300 shares; 2024Q1: 900 shares; 2024Q2: 900 shares 900 $59.7K 0.02% 0 Timeline 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 552 shares; 2023Q2: 552 shares; 2023Q3: 552 shares; 2023Q4: 552 shares; 2024Q1: 552 shares; 2024Q2: 512 shares 512 $59.1K 0.02% -40 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,200 shares; 2023Q2: 2,200 shares; 2023Q3: 2,200 shares; 2023Q4: 2,200 shares; 2024Q1: 2,263 shares; 2024Q2: 1,063 shares 1,063 $58.5K 0.02% -1,200 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 149 shares; 2023Q2: 149 shares; 2023Q3: 149 shares; 2023Q4: 149 shares; 2024Q1: 575 shares; 2024Q2: 575 shares 575 $58.3K 0.02% 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,620 shares; 2023Q2: 4,620 shares; 2023Q3: 4,620 shares; 2023Q4: 3,934 shares; 2024Q1: 4,359 shares; 2024Q2: 4,359 shares 4,359 $57.5K 0.02% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,781 shares; 2023Q2: 373 shares; 2023Q3: 373 shares; 2023Q4: 373 shares; 2024Q1: 373 shares; 2024Q2: 728 shares 728 $55.8K 0.02% +355 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,451 shares; 2023Q2: 1,611 shares; 2023Q3: 1,593 shares; 2023Q4: 1,787 shares; 2024Q1: 2,706 shares; 2024Q2: 2,050 shares 2,050 $54.4K 0.02% -656 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 456 shares; 2023Q3: 456 shares; 2023Q4: 456 shares; 2024Q1: 456 shares; 2024Q2: 456 shares 456 $53.8K 0.02% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 650 shares; 2023Q2: 650 shares; 2023Q3: 650 shares; 2023Q4: 650 shares; 2024Q1: 650 shares; 2024Q2: 650 shares 650 $52.8K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 2,053 shares; 2023Q4: 2,053 shares; 2024Q1: 2,053 shares; 2024Q2: 2,053 shares 2,053 $52.8K 0.02% 0 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,500 shares 8,500 $52.7K 0.02% new SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 132 shares; 2023Q3: 132 shares; 2023Q4: 132 shares; 2024Q1: 261 shares; 2024Q2: 261 shares 261 $52.6K 0.02% 0 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 7,430 shares; 2023Q2: 4,080 shares; 2023Q3: 4,130 shares; 2023Q4: 4,130 shares; 2024Q1: 4,130 shares; 2024Q2: 2,160 shares 2,160 $50.2K 0.02% -1,970 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 821 shares; 2023Q2: 887 shares; 2023Q3: 887 shares; 2023Q4: 887 shares; 2024Q1: 630 shares; 2024Q2: 630 shares 630 $49.4K 0.02% 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 170 shares; 2023Q2: 170 shares; 2023Q3: 170 shares; 2023Q4: 431 shares; 2024Q1: 543 shares; 2024Q2: 614 shares 614 $49.4K 0.02% +71 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 30 shares; 2023Q2: 30 shares; 2023Q3: 30 shares; 2023Q4: 30 shares; 2024Q1: 30 shares; 2024Q2: 30 shares 30 $49.3K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 46 shares; 2023Q2: 173 shares; 2023Q3: 173 shares; 2023Q4: 173 shares; 2024Q1: 173 shares; 2024Q2: 390 shares 390 $49.1K 0.02% +217 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,084 shares; 2023Q2: 1,084 shares; 2023Q3: 1,084 shares; 2023Q4: 1,384 shares; 2024Q1: 1,384 shares; 2024Q2: 1,384 shares 1,384 $48.4K 0.02% 0 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 883 shares; 2023Q2: 883 shares; 2023Q3: 912 shares; 2023Q4: 918 shares; 2024Q1: 918 shares; 2024Q2: 476 shares 476 $47.9K 0.02% -442 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 876 shares; 2023Q2: 876 shares; 2023Q3: 876 shares; 2023Q4: 876 shares; 2024Q1: 668 shares; 2024Q2: 444 shares 444 $47.3K 0.02% -224 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 638 shares; 2023Q2: 638 shares; 2023Q3: 638 shares; 2023Q4: 743 shares; 2024Q1: 730 shares; 2024Q2: 391 shares 391 $47.2K 0.02% -339 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 357 shares; 2023Q2: 357 shares; 2023Q3: 357 shares; 2023Q4: 357 shares; 2024Q1: 262 shares; 2024Q2: 262 shares 262 $45.5K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 134 shares; 2023Q2: 134 shares; 2023Q3: 134 shares; 2023Q4: 134 shares; 2024Q1: 134 shares; 2024Q2: 134 shares 134 $44.8K 0.02% 0 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,575 shares; 2023Q2: not reported; 2023Q3: 913 shares; 2023Q4: 913 shares; 2024Q1: 913 shares; 2024Q2: 913 shares 913 $44.5K 0.02% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 160 shares; 2023Q2: 160 shares; 2023Q3: 160 shares; 2023Q4: 160 shares; 2024Q1: 160 shares; 2024Q2: 160 shares 160 $44K 0.02% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 211 shares; 2023Q4: 211 shares; 2024Q1: 253 shares; 2024Q2: 253 shares 253 $44K 0.02% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 89 shares; 2023Q2: 289 shares; 2023Q3: 289 shares; 2023Q4: 289 shares; 2024Q1: 239 shares; 2024Q2: 239 shares 239 $43.6K 0.02% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,621 shares; 2023Q2: 1,895 shares; 2023Q3: 1,428 shares; 2023Q4: 1,429 shares; 2024Q1: 2,414 shares; 2024Q2: 1,394 shares 1,394 $43.2K 0.02% -1,020 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 530 shares; 2023Q2: 530 shares; 2023Q3: 380 shares; 2023Q4: 556 shares; 2024Q1: 556 shares; 2024Q2: 556 shares 556 $43.1K 0.02% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,144 shares; 2023Q2: 1,361 shares; 2023Q3: 1,585 shares; 2023Q4: 1,585 shares; 2024Q1: 1,585 shares; 2024Q2: 441 shares 441 $42.8K 0.02% -1,144 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 258 shares; 2023Q2: 258 shares; 2023Q3: 258 shares; 2023Q4: 258 shares; 2024Q1: 258 shares; 2024Q2: 258 shares 258 $42.4K 0.02% 0 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 740 shares; 2023Q3: 740 shares; 2023Q4: 740 shares; 2024Q1: 740 shares; 2024Q2: 740 shares 740 $40.7K 0.02% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 100 shares; 2023Q2: 190 shares; 2023Q3: 190 shares; 2023Q4: 190 shares; 2024Q1: 190 shares; 2024Q2: 190 shares 190 $40.5K 0.02% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 166 shares; 2023Q2: 166 shares; 2023Q3: 166 shares; 2023Q4: 166 shares; 2024Q1: 169 shares; 2024Q2: 169 shares 169 $40.2K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,163 shares 3,163 $40.2K 0.02% new IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 600 shares; 2024Q2: 600 shares 600 $39.1K 0.02% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,095 shares; 2023Q2: 1,095 shares; 2023Q3: 1,095 shares; 2023Q4: 1,095 shares; 2024Q1: 720 shares; 2024Q2: 420 shares 420 $38.8K 0.02% -300 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 283 shares; 2023Q2: 283 shares; 2023Q3: 283 shares; 2023Q4: 283 shares; 2024Q1: 298 shares; 2024Q2: 123 shares 123 $38.6K 0.02% -175 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 169 shares; 2023Q2: 169 shares; 2023Q3: 169 shares; 2023Q4: 169 shares; 2024Q1: 169 shares; 2024Q2: 169 shares 169 $38.1K 0.02% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 716 shares; 2023Q2: 716 shares; 2023Q3: 716 shares; 2023Q4: 716 shares; 2024Q1: 716 shares; 2024Q2: 716 shares 716 $37.8K 0.02% 0 Timeline CBZ CBIZ INC More: the full row for CBIZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 500 shares 500 $37K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 83 shares; 2023Q3: 108 shares; 2023Q4: 108 shares; 2024Q1: 108 shares; 2024Q2: 83 shares 83 $36.4K 0.01% -25 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,118 shares; 2023Q2: 1,118 shares; 2023Q3: 1,121 shares; 2023Q4: 1,005 shares; 2024Q1: 1,130 shares; 2024Q2: 880 shares 880 $36.3K 0.01% -250 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 455 shares; 2023Q2: 455 shares; 2023Q3: 455 shares; 2023Q4: 538 shares; 2024Q1: 464 shares; 2024Q2: 464 shares 464 $36.1K 0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 183 shares; 2023Q2: 183 shares; 2023Q3: 915 shares; 2023Q4: 915 shares; 2024Q1: 915 shares; 2024Q2: 915 shares 915 $34.7K 0.01% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 131 shares; 2023Q2: 131 shares; 2023Q3: 131 shares; 2023Q4: 131 shares; 2024Q1: 131 shares; 2024Q2: 131 shares 131 $33.8K 0.01% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 366 shares; 2024Q1: 350 shares; 2024Q2: 350 shares 350 $33.4K 0.01% 0 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 314 shares; 2023Q2: 314 shares; 2023Q3: 314 shares; 2023Q4: 314 shares; 2024Q1: 314 shares; 2024Q2: 314 shares 314 $32.5K 0.01% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 27 shares; 2023Q2: 27 shares; 2023Q3: 27 shares; 2023Q4: 5,390 shares; 2024Q1: 50 shares; 2024Q2: 48 shares 48 $32.4K 0.01% -2 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 522 shares; 2023Q2: 522 shares; 2023Q3: 548 shares; 2023Q4: 548 shares; 2024Q1: 151 shares; 2024Q2: 151 shares 151 $32.2K 0.01% 0 Timeline ARISTA NETWORKS INC ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 92 shares; 2024Q2: 92 shares 92 $32.2K 0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,552 shares; 2023Q2: 2,552 shares; 2023Q3: 2,555 shares; 2023Q4: 2,558 shares; 2024Q1: 2,561 shares; 2024Q2: 2,564 shares 2,564 $32.1K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 55 shares; 2023Q2: 55 shares; 2023Q3: 627 shares; 2023Q4: 572 shares; 2024Q1: 1,051 shares; 2024Q2: 572 shares 572 $31.4K 0.01% -479 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 285 shares; 2023Q2: 285 shares; 2023Q3: 285 shares; 2023Q4: 285 shares; 2024Q1: 285 shares; 2024Q2: 285 shares 285 $31K 0.01% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 700 shares; 2023Q2: 700 shares; 2023Q3: 700 shares; 2023Q4: 700 shares; 2024Q1: 775 shares; 2024Q2: 775 shares 775 $30.8K 0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,104 shares; 2023Q2: 2,904 shares; 2023Q3: 2,904 shares; 2023Q4: 2,904 shares; 2024Q1: 1,599 shares; 2024Q2: 1,599 shares 1,599 $30.6K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 119 shares; 2023Q3: 119 shares; 2023Q4: 119 shares; 2024Q1: 119 shares; 2024Q2: 119 shares 119 $29.6K 0.01% 0 Timeline DISCOVER FINL SVCS DISCOVER FINL SVCS More: the full row for DISCOVER FINL SVCS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 218 shares; 2024Q2: 218 shares 218 $28.5K 0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 987 shares; 2023Q2: 987 shares; 2023Q3: 987 shares; 2023Q4: 987 shares; 2024Q1: 987 shares; 2024Q2: 987 shares 987 $28.4K 0.01% 0 Timeline LQDA LIQUIDIA CORPORATION More: the full row for LIQUIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 2,333 shares; 2023Q3: 2,333 shares; 2023Q4: 2,333 shares; 2024Q1: 2,333 shares; 2024Q2: 2,333 shares 2,333 $28K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 929 shares; 2023Q2: 724 shares; 2023Q3: 606 shares; 2023Q4: 590 shares; 2024Q1: 930 shares; 2024Q2: 590 shares 590 $28K 0.01% -340 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 26 shares; 2023Q4: 26 shares; 2024Q1: 26 shares; 2024Q2: 26 shares 26 $27.5K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 771 shares; 2023Q2: 1,499 shares; 2023Q3: 771 shares; 2023Q4: 771 shares; 2024Q1: 771 shares; 2024Q2: 771 shares 771 $27.4K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 20 shares; 2023Q4: 20 shares; 2024Q1: 26 shares; 2024Q2: 26 shares 26 $26.6K 0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 44 shares; 2023Q2: 314 shares; 2023Q3: 314 shares; 2023Q4: 425 shares; 2024Q1: 391 shares; 2024Q2: 391 shares 391 $25.6K 0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 318 shares; 2023Q2: 318 shares; 2023Q3: 318 shares; 2023Q4: 318 shares; 2024Q1: 318 shares; 2024Q2: 318 shares 318 $25.4K 0.01% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 300 shares; 2023Q2: 378 shares; 2023Q3: 409 shares; 2023Q4: 409 shares; 2024Q1: 409 shares; 2024Q2: 109 shares 109 $24.7K 0.01% -300 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 784 shares; 2023Q2: 784 shares; 2023Q3: 784 shares; 2023Q4: 859 shares; 2024Q1: 859 shares; 2024Q2: 859 shares 859 $24.6K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 377 shares 377 $24.5K 0.01% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,301 shares; 2023Q2: 3,703 shares; 2023Q3: 3,093 shares; 2023Q4: 2,570 shares; 2024Q1: 2,434 shares; 2024Q2: 616 shares 616 $24.1K 0.01% -1,818 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 340 shares; 2023Q2: 340 shares; 2023Q3: 340 shares; 2023Q4: 340 shares; 2024Q1: 340 shares; 2024Q2: 340 shares 340 $23.8K 0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 875 shares; 2023Q2: 875 shares; 2023Q3: 1,075 shares; 2023Q4: 875 shares; 2024Q1: 615 shares; 2024Q2: 215 shares 215 $23.7K 0.01% -400 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 83 shares; 2023Q2: 83 shares; 2023Q3: 83 shares; 2023Q4: 83 shares; 2024Q1: 83 shares; 2024Q2: 83 shares 83 $23.4K 0.01% 0 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 625 shares; 2023Q2: 625 shares; 2023Q3: 625 shares; 2023Q4: 625 shares; 2024Q1: 625 shares; 2024Q2: 625 shares 625 $23.3K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 412 shares; 2023Q3: 412 shares; 2023Q4: 412 shares; 2024Q1: 412 shares; 2024Q2: 412 shares 412 $23.2K 0.01% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1 shares; 2023Q2: 114 shares; 2023Q3: 114 shares; 2023Q4: 114 shares; 2024Q1: 114 shares; 2024Q2: 114 shares 114 $23.2K 0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 239 shares; 2023Q2: 235 shares; 2023Q3: 235 shares; 2023Q4: 235 shares; 2024Q1: 235 shares; 2024Q2: 235 shares 235 $23.1K 0.01% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 207 shares; 2024Q2: 207 shares 207 $22.2K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 245 shares; 2023Q2: 157 shares; 2023Q3: 172 shares; 2023Q4: 189 shares; 2024Q1: 189 shares; 2024Q2: 189 shares 189 $21.2K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 525 shares; 2023Q2: 525 shares; 2023Q3: 525 shares; 2023Q4: 525 shares; 2024Q1: 525 shares; 2024Q2: 525 shares 525 $20.6K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 34 shares; 2023Q4: 34 shares; 2024Q1: 37 shares; 2024Q2: 37 shares 37 $20.5K 0.01% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 159 shares; 2024Q2: 159 shares 159 $20.4K 0.01% 0 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 366 shares 366 $20.4K 0.01% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 83 shares; 2023Q2: 83 shares; 2023Q3: 83 shares; 2023Q4: 181 shares; 2024Q1: 147 shares; 2024Q2: 147 shares 147 $20.3K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 750 shares; 2024Q1: 750 shares; 2024Q2: 750 shares 750 $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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 400 shares; 2023Q2: 673 shares; 2023Q3: 673 shares; 2023Q4: 400 shares; 2024Q1: 400 shares; 2024Q2: 400 shares 400 $20K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 300 shares; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: 300 shares 300 $19.9K 0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 48 shares; 2023Q2: 48 shares; 2023Q3: 84 shares; 2023Q4: 84 shares; 2024Q1: 87 shares; 2024Q2: 87 shares 87 $19.9K 0.01% 0 Timeline CNXC CONCENTRIX CORP More: the full row for CONCENTRIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 392 shares; 2023Q2: 392 shares; 2023Q3: 392 shares; 2023Q4: 392 shares; 2024Q1: 352 shares; 2024Q2: 312 shares 312 $19.7K 0.01% -40 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 150 shares; 2023Q2: 150 shares; 2023Q3: 150 shares; 2023Q4: 164 shares; 2024Q1: 166 shares; 2024Q2: 166 shares 166 $19.7K 0.01% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 25 shares; 2023Q2: 25 shares; 2023Q3: 25 shares; 2023Q4: 25 shares; 2024Q1: 33 shares; 2024Q2: 25 shares 25 $19.7K 0.01% -8 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares 200 $19.6K 0.01% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 259 shares; 2023Q2: 259 shares; 2023Q3: 259 shares; 2023Q4: 259 shares; 2024Q1: 259 shares; 2024Q2: 259 shares 259 $19.1K 0.01% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 145 shares; 2023Q4: 145 shares; 2024Q1: 145 shares; 2024Q2: 145 shares 145 $18.5K 0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 60 shares; 2023Q2: 60 shares; 2023Q3: 60 shares; 2023Q4: 60 shares; 2024Q1: 63 shares; 2024Q2: 63 shares 63 $18.3K 0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 104 shares 104 $17.8K 0.01% new Timeline 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 250 shares; 2024Q2: 250 shares 250 $17.8K 0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 225 shares; 2023Q2: 225 shares; 2023Q3: 225 shares; 2023Q4: 225 shares; 2024Q1: 225 shares; 2024Q2: 225 shares 225 $17.7K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 479 shares; 2023Q2: 553 shares; 2023Q3: 584 shares; 2023Q4: 584 shares; 2024Q1: 484 shares; 2024Q2: 128 shares 128 $17.5K 0.01% -356 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 85 shares; 2023Q2: 85 shares; 2023Q3: 331 shares; 2023Q4: 331 shares; 2024Q1: 255 shares; 2024Q2: 255 shares 255 $17.5K 0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 40 shares; 2023Q2: 40 shares; 2023Q3: 40 shares; 2023Q4: 40 shares; 2024Q1: 40 shares; 2024Q2: 40 shares 40 $17.1K 0.01% 0 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 81 shares; 2023Q2: 81 shares; 2023Q3: 81 shares; 2023Q4: 81 shares; 2024Q1: 81 shares; 2024Q2: 81 shares 81 $16.6K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 466 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 790 shares; 2024Q1: 790 shares; 2024Q2: 790 shares 790 $16.5K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 62 shares; 2024Q2: 62 shares 62 $16.2K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 711 shares; 2023Q2: 711 shares; 2023Q3: 711 shares; 2023Q4: 711 shares; 2024Q1: 711 shares; 2024Q2: 711 shares 711 $15.8K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 243 shares; 2023Q3: 243 shares; 2023Q4: 243 shares; 2024Q1: 243 shares; 2024Q2: 243 shares 243 $15.8K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 51 shares; 2023Q2: 51 shares; 2023Q3: 47 shares; 2023Q4: 47 shares; 2024Q1: 47 shares; 2024Q2: 47 shares 47 $15.5K 0.01% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares 200 $15.4K 0.01% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 175 shares; 2024Q2: 343 shares 343 $15.1K 0.01% +168 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 31 shares; 2023Q4: 141 shares; 2024Q1: 150 shares; 2024Q2: 119 shares 119 $15K 0.01% -31 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 442 shares; 2023Q2: 442 shares; 2023Q3: 442 shares; 2023Q4: 340 shares; 2024Q1: 452 shares; 2024Q2: 282 shares 282 $15K 0.01% -170 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 25 shares; 2023Q2: 25 shares; 2023Q3: 25 shares; 2023Q4: 25 shares; 2024Q1: 150 shares; 2024Q2: 150 shares 150 $14.2K 0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 198 shares; 2023Q3: 198 shares; 2023Q4: 198 shares; 2024Q1: 198 shares; 2024Q2: 198 shares 198 $13.9K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 194 shares; 2023Q3: 194 shares; 2023Q4: 194 shares; 2024Q1: 194 shares; 2024Q2: 194 shares 194 $13.8K 0.01% 0 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 180 shares 180 $13.5K 0.01% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,209 shares; 2023Q2: 2,209 shares; 2023Q3: 1,143 shares; 2023Q4: 1,016 shares; 2024Q1: 1,016 shares; 2024Q2: 1,103 shares 1,103 $13.3K 0.01% +87 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 790 shares; 2023Q2: 791 shares; 2023Q3: 792 shares; 2023Q4: 393 shares; 2024Q1: 394 shares; 2024Q2: 395 shares 395 $13.2K 0.01% +1 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 225 shares; 2023Q2: 225 shares; 2023Q3: 225 shares; 2023Q4: 225 shares; 2024Q1: 225 shares; 2024Q2: 225 shares 225 $13K 0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 800 shares; 2023Q2: 800 shares; 2023Q3: 800 shares; 2023Q4: 800 shares; 2024Q1: 800 shares; 2024Q2: 800 shares 800 $12.4K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 150 shares; 2023Q2: 150 shares; 2023Q3: 150 shares; 2023Q4: 150 shares; 2024Q1: 150 shares; 2024Q2: 150 shares 150 $12.3K 0.01% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 25 shares; 2023Q3: 25 shares; 2023Q4: 25 shares; 2024Q1: 28 shares; 2024Q2: 28 shares 28 $12.2K <0.01% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 164 shares; 2023Q3: 164 shares; 2023Q4: 164 shares; 2024Q1: 164 shares; 2024Q2: 164 shares 164 $12.2K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 300 shares; 2023Q2: 300 shares; 2023Q3: 347 shares; 2023Q4: 347 shares; 2024Q1: 347 shares; 2024Q2: 47 shares 47 $12K <0.01% -300 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 75 shares; 2023Q2: 75 shares; 2023Q3: 75 shares; 2023Q4: 75 shares; 2024Q1: 75 shares; 2024Q2: 75 shares 75 $12K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 20,000 shares; 2024Q2: 20,000 shares 20,000 $11.6K <0.01% 0 FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 235 shares; 2023Q3: 235 shares; 2023Q4: 235 shares; 2024Q1: 235 shares; 2024Q2: 235 shares 235 $11.4K <0.01% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 100 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 250 shares; 2024Q2: 250 shares 250 $11.4K <0.01% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 428 shares; 2023Q2: 428 shares; 2023Q3: 428 shares; 2023Q4: 428 shares; 2024Q1: 428 shares; 2024Q2: 428 shares 428 $11.4K <0.01% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 308 shares; 2023Q2: 308 shares; 2023Q3: 308 shares; 2023Q4: 42 shares; 2024Q1: 42 shares; 2024Q2: 42 shares 42 $11K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares 100 $10.7K <0.01% 0 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 125 shares; 2023Q2: 125 shares; 2023Q3: 125 shares; 2023Q4: 125 shares; 2024Q1: 164 shares; 2024Q2: 164 shares 164 $10.6K <0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 125 shares; 2023Q2: 125 shares; 2023Q3: 125 shares; 2023Q4: 125 shares; 2024Q1: 125 shares; 2024Q2: 125 shares 125 $9.9K <0.01% 0 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 265 shares; 2023Q3: 265 shares; 2023Q4: 265 shares; 2024Q1: 265 shares; 2024Q2: 265 shares 265 $9.8K <0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 138 shares; 2023Q2: 271 shares; 2023Q3: 105 shares; 2023Q4: 511 shares; 2024Q1: 90 shares; 2024Q2: 90 shares 90 $9.77K <0.01% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 475 shares; 2023Q2: 45 shares; 2023Q3: 45 shares; 2023Q4: 45 shares; 2024Q1: 45 shares; 2024Q2: 45 shares 45 $9.68K <0.01% 0 Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 12 shares; 2023Q2: 12 shares; 2023Q3: 12 shares; 2023Q4: 12 shares; 2024Q1: 12 shares; 2024Q2: 12 shares 12 $9.45K <0.01% 0 DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 52 shares; 2023Q2: 52 shares; 2023Q3: 52 shares; 2023Q4: 52 shares; 2024Q1: 52 shares; 2024Q2: 52 shares 52 $9.38K <0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 479 shares; 2023Q2: 293 shares; 2023Q3: 293 shares; 2023Q4: 293 shares; 2024Q1: 300 shares; 2024Q2: 118 shares 118 $9.2K <0.01% -182 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 410 shares; 2023Q2: 410 shares; 2023Q3: 410 shares; 2023Q4: 410 shares; 2024Q1: 410 shares; 2024Q2: 170 shares 170 $9.17K <0.01% -240 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 31 shares; 2023Q2: 31 shares; 2023Q3: 31 shares; 2023Q4: 31 shares; 2024Q1: 40 shares; 2024Q2: 40 shares 40 $8.98K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,013 shares; 2023Q2: 4,013 shares; 2023Q3: 2,739 shares; 2023Q4: 594 shares; 2024Q1: 180 shares; 2024Q2: 180 shares 180 $8.84K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 15 shares; 2023Q2: 15 shares; 2023Q3: 15 shares; 2023Q4: 15 shares; 2024Q1: 15 shares; 2024Q2: 15 shares 15 $8.46K <0.01% 0 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 11 shares; 2023Q2: 11 shares; 2023Q3: 11 shares; 2023Q4: 11 shares; 2024Q1: 33 shares; 2024Q2: 33 shares 33 $8.15K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares 100 $7.96K <0.01% 0 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 285 shares; 2023Q4: 285 shares; 2024Q1: 285 shares; 2024Q2: 285 shares 285 $7.95K <0.01% 0 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 150 shares; 2023Q2: 150 shares; 2023Q3: 150 shares; 2023Q4: 150 shares; 2024Q1: 150 shares; 2024Q2: 150 shares 150 $7.64K <0.01% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 30 shares; 2023Q2: 30 shares; 2023Q3: 30 shares; 2023Q4: 30 shares; 2024Q1: 30 shares; 2024Q2: 30 shares 30 $7.42K <0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 225 shares; 2023Q2: 225 shares; 2023Q3: 225 shares; 2023Q4: 225 shares; 2024Q1: 225 shares; 2024Q2: 225 shares 225 $7.37K <0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 16 shares; 2023Q2: 16 shares; 2023Q3: 216 shares; 2023Q4: 216 shares; 2024Q1: 216 shares; 2024Q2: 200 shares 200 $7.22K <0.01% -16 Timeline MARATHON OIL CORP MARATHON OIL CORP More: the full row for MARATHON OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 250 shares; 2023Q2: 250 shares; 2023Q3: 250 shares; 2023Q4: 250 shares; 2024Q1: 250 shares; 2024Q2: 250 shares 250 $7.17K <0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 48 shares; 2024Q2: 48 shares 48 $7K <0.01% 0 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 53 shares; 2023Q2: 53 shares; 2023Q3: 53 shares; 2023Q4: 53 shares; 2024Q1: 53 shares; 2024Q2: 53 shares 53 $6.76K <0.01% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 37 shares; 2024Q2: 37 shares 37 $6.75K <0.01% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 106 shares; 2024Q2: 106 shares 106 $6.71K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 78 shares; 2024Q2: 78 shares 78 $6.68K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 375 shares; 2023Q2: 375 shares; 2023Q3: 375 shares; 2023Q4: 375 shares; 2024Q1: 375 shares; 2024Q2: 375 shares 375 $6.68K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 11 shares; 2023Q2: 34 shares; 2023Q3: 35 shares; 2023Q4: 35 shares; 2024Q1: 35 shares; 2024Q2: 35 shares 35 $6.37K <0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 71 shares; 2023Q3: 71 shares; 2023Q4: 72 shares; 2024Q1: 72 shares; 2024Q2: 104 shares 104 $6.33K <0.01% +32 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 175 shares; 2023Q2: 159 shares; 2023Q3: 159 shares; 2023Q4: 159 shares; 2024Q1: 181 shares; 2024Q2: 22 shares 22 $6.17K <0.01% -159 Timeline WOLFSPEED INC WOLFSPEED INC More: the full row for WOLFSPEED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 265 shares; 2023Q2: 265 shares; 2023Q3: 265 shares; 2023Q4: 265 shares; 2024Q1: 265 shares; 2024Q2: 265 shares 265 $6.03K <0.01% 0 CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 493 shares; 2023Q2: 493 shares; 2023Q3: 425 shares; 2023Q4: 425 shares; 2024Q1: 525 shares; 2024Q2: 100 shares 100 $5.91K <0.01% -425 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 61 shares; 2024Q2: 61 shares 61 $5.6K <0.01% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 215 shares; 2023Q2: 67 shares; 2023Q3: 67 shares; 2023Q4: 67 shares; 2024Q1: 67 shares; 2024Q2: 67 shares 67 $5.28K <0.01% 0 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 74 shares; 2023Q2: 74 shares; 2023Q3: 74 shares; 2023Q4: 74 shares; 2024Q1: 74 shares; 2024Q2: 74 shares 74 $5.01K <0.01% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6 shares; 2024Q2: 6 shares 6 $4.95K <0.01% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 236 shares; 2023Q2: 236 shares; 2023Q3: 236 shares; 2023Q4: 236 shares; 2024Q1: 236 shares; 2024Q2: 236 shares 236 $4.73K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 79 shares; 2023Q2: 79 shares; 2023Q3: 79 shares; 2023Q4: 79 shares; 2024Q1: 79 shares; 2024Q2: 79 shares 79 $4.69K <0.01% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 40 shares; 2023Q2: 40 shares; 2023Q3: 40 shares; 2023Q4: 40 shares; 2024Q1: 43 shares; 2024Q2: 43 shares 43 $4.67K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 196 shares; 2023Q3: 196 shares; 2023Q4: 196 shares; 2024Q1: 52 shares; 2024Q2: 52 shares 52 $4.65K <0.01% 0 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 81 shares; 2024Q2: 81 shares 81 $4.61K <0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 500 shares 500 $4.51K <0.01% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 48 shares; 2024Q2: 48 shares 48 $4.41K <0.01% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 341 shares; 2023Q2: 341 shares; 2023Q3: 341 shares; 2023Q4: 341 shares; 2024Q1: 341 shares; 2024Q2: 55 shares 55 $4.33K <0.01% -286 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 65 shares; 2024Q1: 65 shares; 2024Q2: 65 shares 65 $4.16K <0.01% 0 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 96 shares; 2023Q2: 96 shares; 2023Q3: 96 shares; 2023Q4: 96 shares; 2024Q1: 96 shares; 2024Q2: 96 shares 96 $4.15K <0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 70 shares; 2024Q2: 70 shares 70 $4.08K <0.01% 0 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 30 shares; 2024Q2: 30 shares 30 $4.06K <0.01% 0 Timeline MGPI MGP INGREDIENTS INC NEW More: the full row for MGP INGREDIENTS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 50 shares; 2023Q2: 50 shares; 2023Q3: 50 shares; 2023Q4: 50 shares; 2024Q1: 50 shares; 2024Q2: 50 shares 50 $3.72K <0.01% 0 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 131 shares; 2024Q2: 222 shares 222 $3.69K <0.01% +91 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 16 shares; 2023Q2: 16 shares; 2023Q3: 16 shares; 2023Q4: 16 shares; 2024Q1: 16 shares; 2024Q2: 15 shares 15 $3.45K <0.01% -1 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 111 shares; 2023Q2: 111 shares; 2023Q3: 111 shares; 2023Q4: 111 shares; 2024Q1: 111 shares; 2024Q2: 111 shares 111 $3.38K <0.01% 0 Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares 100 $3.35K <0.01% 0 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 184 shares; 2023Q4: 184 shares; 2024Q1: 184 shares; 2024Q2: 184 shares 184 $3.35K <0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1 shares; 2023Q2: 1 shares; 2023Q3: 1 shares; 2023Q4: 1 shares; 2024Q1: 1 shares; 2024Q2: 50 shares 50 $3.13K <0.01% +49 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 65 shares; 2024Q2: 65 shares 65 $3.13K <0.01% 0 Timeline PRLB PROTO LABS INC More: the full row for PROTO LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares 100 $3.09K <0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 125 shares; 2023Q2: 125 shares; 2023Q3: 125 shares; 2023Q4: 125 shares; 2024Q1: 12 shares; 2024Q2: 12 shares 12 $3.09K <0.01% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 10 shares; 2023Q2: 10 shares; 2023Q3: 10 shares; 2023Q4: 10 shares; 2024Q1: 50 shares; 2024Q2: 50 shares 50 $3.06K <0.01% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 627 shares; 2023Q2: 893 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 42 shares; 2024Q2: 42 shares 42 $3.03K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 46 shares; 2023Q2: 46 shares; 2023Q3: 46 shares; 2023Q4: 46 shares; 2024Q1: 46 shares; 2024Q2: 46 shares 46 $2.92K <0.01% 0 Timeline AHCO ADAPTHEALTH CORP More: the full row for ADAPTHEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 290 shares; 2023Q2: 290 shares; 2023Q3: 290 shares; 2023Q4: 290 shares; 2024Q1: 290 shares; 2024Q2: 290 shares 290 $2.9K <0.01% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 606 shares; 2023Q2: 606 shares; 2023Q3: 606 shares; 2023Q4: 606 shares; 2024Q1: 39 shares; 2024Q2: 39 shares 39 $2.87K <0.01% 0 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 43 shares; 2024Q2: 43 shares 43 $2.87K <0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 847 shares; 2023Q2: 700 shares; 2023Q3: 700 shares; 2023Q4: 700 shares; 2024Q1: 385 shares; 2024Q2: 385 shares 385 $2.86K <0.01% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 18 shares; 2024Q2: 18 shares 18 $2.85K <0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 14 shares; 2024Q2: 14 shares 14 $2.84K <0.01% 0 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 53 shares; 2023Q2: 53 shares; 2023Q3: 53 shares; 2023Q4: 53 shares; 2024Q1: 53 shares; 2024Q2: 53 shares 53 $2.76K <0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 21 shares; 2024Q2: 21 shares 21 $2.71K <0.01% 0 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 50 shares; 2024Q2: 50 shares 50 $2.65K <0.01% 0 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 9 shares; 2024Q2: 9 shares 9 $2.57K <0.01% 0 Timeline MAT MATTEL INC More: the full row for MATTEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 157 shares; 2023Q2: 157 shares; 2023Q3: 157 shares; 2023Q4: 157 shares; 2024Q1: 157 shares; 2024Q2: 157 shares 157 $2.55K <0.01% 0 Timeline BATT AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 286 shares; 2023Q2: 286 shares; 2023Q3: 286 shares; 2023Q4: 286 shares; 2024Q1: 286 shares; 2024Q2: 286 shares 286 $2.51K <0.01% 0 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 64 shares; 2023Q2: 64 shares; 2023Q3: 64 shares; 2023Q4: 64 shares; 2024Q1: 64 shares; 2024Q2: 64 shares 64 $2.48K <0.01% 0 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 173 shares; 2023Q3: 173 shares; 2023Q4: 173 shares; 2024Q1: 173 shares; 2024Q2: 173 shares 173 $2.46K <0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 246 shares; 2023Q2: 246 shares; 2023Q3: 246 shares; 2023Q4: 246 shares; 2024Q1: 46 shares; 2024Q2: 46 shares 46 $2.45K <0.01% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 76 shares; 2023Q2: 76 shares; 2023Q3: 76 shares; 2023Q4: not reported; 2024Q1: 12 shares; 2024Q2: 12 shares 12 $2.33K <0.01% 0 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 15 shares; 2024Q2: 15 shares 15 $2.25K <0.01% 0 Timeline MONOGRAM TECHNOLOGIES INC MONOGRAM TECHNOLOGIES INC More: the full row for MONOGRAM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares 1,000 $2.15K <0.01% 0 TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 12 shares; 2024Q2: 12 shares 12 $2.12K <0.01% 0 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 120 shares; 2023Q2: 60 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 80 shares; 2024Q2: 80 shares 80 $2.1K <0.01% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 231 shares; 2023Q2: 231 shares; 2023Q3: 231 shares; 2023Q4: 231 shares; 2024Q1: 231 shares; 2024Q2: 36 shares 36 $2.09K <0.01% -195 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 12 shares; 2024Q2: 12 shares 12 $2.06K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6 shares; 2024Q2: 6 shares 6 $2.04K <0.01% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 36 shares; 2023Q2: 36 shares; 2023Q3: 36 shares; 2023Q4: 36 shares; 2024Q1: 36 shares; 2024Q2: 36 shares 36 $1.93K <0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 50 shares; 2024Q2: 50 shares 50 $1.91K <0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 101 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares 100 $1.88K <0.01% 0 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 780 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares 100 $1.87K <0.01% 0 Timeline CC CHEMOURS CO More: the full row for CHEMOURS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 80 shares; 2023Q2: 80 shares; 2023Q3: 80 shares; 2023Q4: 80 shares; 2024Q1: 80 shares; 2024Q2: 80 shares 80 $1.81K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9 shares; 2023Q2: 9 shares; 2023Q3: 9 shares; 2023Q4: 9 shares; 2024Q1: 9 shares; 2024Q2: 9 shares 9 $1.77K <0.01% 0 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 15 shares; 2023Q2: 15 shares; 2023Q3: 15 shares; 2023Q4: 15 shares; 2024Q1: 15 shares; 2024Q2: 15 shares 15 $1.76K <0.01% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 30 shares; 2024Q2: 30 shares 30 $1.71K <0.01% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 12 shares; 2024Q2: 12 shares 12 $1.65K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 75 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 15 shares; 2024Q2: 15 shares 15 $1.46K <0.01% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 10 shares; 2024Q2: 10 shares 10 $1.43K <0.01% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 45 shares; 2023Q2: 45 shares; 2023Q3: 44 shares; 2023Q4: 44 shares; 2024Q1: 44 shares; 2024Q2: 9 shares 9 $1.42K <0.01% -35 Timeline TAN 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 35 shares; 2023Q2: 35 shares; 2023Q3: 35 shares; 2023Q4: 35 shares; 2024Q1: 35 shares; 2024Q2: 35 shares 35 $1.41K <0.01% 0 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 71 shares; 2023Q2: 71 shares; 2023Q3: 71 shares; 2023Q4: 71 shares; 2024Q1: 71 shares; 2024Q2: 71 shares 71 $1.39K <0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 28 shares; 2024Q2: 28 shares 28 $1.36K <0.01% 0 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 10 shares; 2024Q1: 10 shares; 2024Q2: 10 shares 10 $1.32K <0.01% 0 Timeline NWL NEWELL BRANDS INC More: the full row for NEWELL BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 741 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares 200 $1.28K <0.01% 0 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 9 shares; 2024Q2: 9 shares 9 $1.26K <0.01% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 156 shares; 2023Q3: 156 shares; 2023Q4: 156 shares; 2024Q1: 9 shares; 2024Q2: 9 shares 9 $1.22K <0.01% 0 Timeline NLOP NET LEASE OFFICE PROPERTIES More: the full row for NET LEASE OFFICE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 49 shares; 2024Q1: 49 shares; 2024Q2: 49 shares 49 $1.21K <0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6 shares; 2024Q2: 6 shares 6 $1.2K <0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 18 shares; 2024Q2: 18 shares 18 $1.19K <0.01% 0 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 27 shares; 2024Q2: 27 shares 27 $1.19K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 10 shares; 2023Q2: 5 shares; 2023Q3: 5 shares; 2023Q4: 5 shares; 2024Q1: 5 shares; 2024Q2: 5 shares 5 $1.18K <0.01% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 479 shares; 2023Q2: 467 shares; 2023Q3: 467 shares; 2023Q4: 467 shares; 2024Q1: 111 shares; 2024Q2: 111 shares 111 $1.18K <0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3 shares; 2024Q2: 3 shares 3 $1.16K <0.01% 0 Timeline QCLN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 34 shares; 2023Q2: 34 shares; 2023Q3: 34 shares; 2023Q4: 34 shares; 2024Q1: 34 shares; 2024Q2: 34 shares 34 $1.16K <0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6 shares; 2024Q2: 6 shares 6 $1.1K <0.01% 0 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 92 shares; 2023Q2: 92 shares; 2023Q3: 92 shares; 2023Q4: 92 shares; 2024Q1: 92 shares; 2024Q2: 25 shares 25 $1.08K <0.01% -67 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6 shares; 2024Q2: 6 shares 6 $1.07K <0.01% 0 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 7 shares; 2024Q2: 7 shares 7 $1.04K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 7 shares; 2023Q2: 7 shares; 2023Q3: 7 shares; 2023Q4: 7 shares; 2024Q1: 7 shares; 2024Q2: 7 shares 7 $965 <0.01% 0 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 248 shares; 2023Q2: 248 shares; 2023Q3: 248 shares; 2023Q4: 248 shares; 2024Q1: 248 shares; 2024Q2: 248 shares 248 $937 <0.01% 0 Timeline ZTO ZTO EXPRESS CAYMAN INC More: the full row for ZTO EXPRESS CAYMAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 45 shares; 2024Q2: 45 shares 45 $934 <0.01% 0 Timeline RDWR RADWARE LTD More: the full row for RADWARE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 50 shares; 2023Q2: 50 shares; 2023Q3: 50 shares; 2023Q4: 50 shares; 2024Q1: 50 shares; 2024Q2: 50 shares 50 $912 <0.01% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 15 shares; 2024Q2: 15 shares 15 $904 <0.01% 0 Timeline SPXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6 shares; 2023Q2: 6 shares; 2023Q3: 6 shares; 2023Q4: 6 shares; 2024Q1: 6 shares; 2024Q2: 6 shares 6 $876 <0.01% 0 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 9 shares; 2024Q2: 9 shares 9 $860 <0.01% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 24 shares; 2024Q2: 24 shares 24 $831 <0.01% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6 shares; 2024Q2: 6 shares 6 $819 <0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6 shares; 2024Q2: 6 shares 6 $795 <0.01% 0 Timeline MILN GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 20 shares; 2024Q1: 20 shares; 2024Q2: 20 shares 20 $770 <0.01% 0 Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 129 shares; 2023Q2: 59 shares; 2023Q3: 34 shares; 2023Q4: 35 shares; 2024Q1: 35 shares; 2024Q2: 35 shares 35 $725 <0.01% 0 Timeline IMVP INVESCO INDIA EXCHANGE-TRADE More: the full row for INVESCO INDIA EXCHANGE-TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 24 shares; 2024Q2: 24 shares 24 $702 <0.01% 0 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6 shares; 2024Q2: 6 shares 6 $642 <0.01% 0 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 50 shares; 2024Q2: 50 shares 50 $634 <0.01% 0 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 9 shares; 2024Q2: 9 shares 9 $616 <0.01% 0 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3 shares; 2024Q2: 3 shares 3 $616 <0.01% 0 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3 shares; 2024Q2: 3 shares 3 $604 <0.01% 0 Timeline TELFY TELEFONICA SA-SPON ADR More: the full row for TELEFONICA SA-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 121 shares; 2023Q2: 121 shares; 2023Q3: 121 shares; 2023Q4: 121 shares; 2024Q1: 121 shares; 2024Q2: 121 shares 121 $509 <0.01% 0 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3 shares; 2024Q2: 3 shares 3 $491 <0.01% 0 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 42 shares; 2024Q2: 42 shares 42 $485 <0.01% 0 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6 shares; 2024Q2: 6 shares 6 $460 <0.01% 0 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6 shares; 2024Q2: 6 shares 6 $446 <0.01% 0 Timeline SIRIUS XM HOLDINGS INC SIRIUS XM HOLDINGS INC More: the full row for SIRIUS XM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 150 shares; 2023Q2: 150 shares; 2023Q3: 150 shares; 2023Q4: 150 shares; 2024Q1: 150 shares; 2024Q2: 150 shares 150 $425 <0.01% 0 NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5 shares; 2024Q2: 5 shares 5 $414 <0.01% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 400 shares; 2023Q2: 400 shares; 2023Q3: 569 shares; 2023Q4: 400 shares; 2024Q1: 403 shares; 2024Q2: 3 shares 3 $411 <0.01% -400 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 14 shares; 2024Q2: 14 shares 14 $387 <0.01% 0 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 53 shares; 2023Q2: 53 shares; 2023Q3: 53 shares; 2023Q4: 53 shares; 2024Q1: 53 shares; 2024Q2: 9 shares 9 $378 <0.01% -44 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3 shares; 2024Q2: 3 shares 3 $366 <0.01% 0 Timeline AMARIN CORP PLC AMARIN CORP PLC More: the full row for AMARIN CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 490 shares; 2023Q2: 490 shares; 2023Q3: 490 shares; 2023Q4: 490 shares; 2024Q1: 490 shares; 2024Q2: 490 shares 490 $337 <0.01% 0 BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3 shares; 2024Q2: 3 shares 3 $320 <0.01% 0 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6 shares; 2024Q2: 6 shares 6 $304 <0.01% 0 Timeline TENB TENABLE HLDGS INC More: the full row for TENABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6 shares; 2024Q2: 6 shares 6 $261 <0.01% 0 Timeline WORKHORSE GROUP INC WORKHORSE GROUP INC More: the full row for WORKHORSE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 123 shares 123 $193 <0.01% new DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4 shares; 2023Q2: 4 shares; 2023Q3: 4 shares; 2023Q4: 4 shares; 2024Q1: 4 shares; 2024Q2: 4 shares 4 $139 <0.01% 0 Timeline SLI STANDARD LITHIUM CORP More: the full row for STANDARD LITHIUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares 100 $125 <0.01% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1 shares; 2024Q2: 1 shares 1 $101 <0.01% 0 Timeline SSYS STRATASYS LTD More: the full row for STRATASYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 8 shares; 2024Q2: 8 shares 8 $67 <0.01% 0 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1 shares; 2024Q2: 1 shares 1 $60 <0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 9 shares; 2023Q4: 9 shares; 2024Q1: 93 shares; 2024Q2: 0 shares 0 $13 <0.01% -93 Amount filed as zero, left out of ratios. Timeline