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; 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; 2024Q3: 248,929 shares 248,929 $43.5M 15.89% -8,253 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; 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; 2024Q3: 69,200 shares 69,200 $26.6M 9.72% +15,618 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; 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; 2024Q3: 43,002 shares 43,002 $22.7M 8.3% +933 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; 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; 2024Q3: 86,610 shares 86,610 $15M 5.49% +4,751 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 9,737,777 shares; 2024Q3: 13,626,401 shares 13,626,401 $13.6M 4.98% +3,888,624 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; 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; 2024Q3: 42,233 shares 42,233 $7.08M 2.59% +1,939 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 22,507 shares 22,507 $5.24M 1.92% +73 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; 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; 2024Q3: 150,495 shares 150,495 $5.16M 1.89% 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; 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; 2024Q3: 184,529 shares 184,529 $5.06M 1.85% +23,532 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 24,527 shares 24,527 $5.05M 1.85% +18,395 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; 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; 2024Q3: 75,654 shares 75,654 $5.03M 1.84% -134 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; 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; 2024Q3: 17,564 shares 17,564 $4.28M 1.56% +713 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 13,004 shares 13,004 $4.25M 1.55% 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 25,400 shares; 2024Q3: 25,400 shares 25,400 $4.19M 1.53% 0 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; 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; 2024Q3: 80,272 shares 80,272 $4.11M 1.5% -16,029 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 6,534 shares 6,534 $3.77M 1.38% 0 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 64,398 shares 64,398 $3.56M 1.3% +1,367 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 74,155 shares 74,155 $3.39M 1.24% -589 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 7,261 shares 7,261 $3.12M 1.14% -121 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; 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; 2024Q3: 11,606 shares 11,606 $3.04M 1.11% 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; 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; 2024Q3: 67,393 shares 67,393 $2.81M 1.03% -493 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; 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; 2024Q3: 52,439 shares 52,439 $2.77M 1.01% +5,557 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 7,583 shares 7,583 $2.38M 0.87% 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; 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; 2024Q3: 20,428 shares 20,428 $2.13M 0.78% +473 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; 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; 2024Q3: 32,123 shares 32,123 $2M 0.73% 0 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; 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; 2024Q3: 24,249 shares 24,249 $1.95M 0.71% 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; 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; 2024Q3: 34,525 shares 34,525 $1.92M 0.7% -2,395 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; 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; 2024Q3: 9,425 shares 9,425 $1.89M 0.69% -11 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; 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; 2024Q3: 39,102 shares 39,102 $1.83M 0.67% +938 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 24,106 shares 24,106 $1.75M 0.64% +600 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; 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; 2024Q3: 6,218 shares 6,218 $1.72M 0.63% +4 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; 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; 2024Q3: 2,932 shares 2,932 $1.68M 0.62% -208 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 15,029 shares 15,029 $1.62M 0.59% -516 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; 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; 2024Q3: 6,699 shares 6,699 $1.59M 0.58% +406 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; 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; 2024Q3: 37,623 shares 37,623 $1.55M 0.57% +76 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 18,117 shares 18,117 $1.52M 0.55% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 22,801 shares 22,801 $1.48M 0.54% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 11,192 shares 11,192 $1.41M 0.51% -40 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 8,026 shares 8,026 $1.3M 0.48% -88 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; 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; 2024Q3: 19,924 shares 19,924 $1.29M 0.47% -395 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; 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; 2024Q3: 10,326 shares 10,326 $1.21M 0.44% +1,337 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; 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; 2024Q3: 5,992 shares 5,992 $1.12M 0.41% +1,880 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 14,203 shares 14,203 $1.11M 0.41% 0 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; 2022Q4: restricted; 2023Q1: 143 shares; 2023Q2: 143 shares; 2023Q3: 143 shares; 2023Q4: 143 shares; 2024Q1: 148 shares; 2024Q2: 2,150 shares; 2024Q3: 2,149 shares 2,149 $1.05M 0.38% -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; 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; 2024Q3: 3,422 shares 3,422 $969K 0.35% -254 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; 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; 2024Q3: 22,131 shares 22,131 $948K 0.35% -598 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; 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; 2024Q3: 6,930 shares 6,930 $943K 0.35% -221 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 5,292 shares 5,292 $878K 0.32% -200 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 2,000 shares 2,000 $857K 0.31% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 7,204 shares 7,204 $845K 0.31% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 6,824 shares 6,824 $798K 0.29% -145 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 5,282 shares 5,282 $778K 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; 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; 2024Q3: 1,515 shares 1,515 $744K 0.27% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 4,197 shares 4,197 $714K 0.26% 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; 2022Q4: restricted; 2023Q1: 498 shares; 2023Q2: 539 shares; 2023Q3: 539 shares; 2023Q4: 539 shares; 2024Q1: 570 shares; 2024Q2: 5,732 shares; 2024Q3: 5,712 shares 5,712 $694K 0.25% -20 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; 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; 2024Q3: 7,938 shares 7,938 $689K 0.25% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 618 shares; 2023Q2: 620 shares; 2023Q3: 622 shares; 2023Q4: 623 shares; 2024Q1: 624 shares; 2024Q2: 626 shares; 2024Q3: 627 shares 627 $651K 0.24% +1 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; 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; 2024Q3: 7,981 shares 7,981 $634K 0.23% -3,114 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; 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; 2024Q3: 8,246 shares 8,246 $619K 0.23% 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; 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; 2024Q3: 1,497 shares 1,497 $607K 0.22% +131 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; 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; 2024Q3: 2,876 shares 2,876 $606K 0.22% -266 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 3,182 shares 3,182 $604K 0.22% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 4,500 shares 4,500 $577K 0.21% -140 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 2,019 shares 2,019 $555K 0.2% 0 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 14,471 shares 14,471 $546K 0.2% new 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,000 shares; 2024Q1: 4,195 shares; 2024Q2: 4,195 shares; 2024Q3: 4,195 shares 4,195 $538K 0.2% 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; 2022Q4: restricted; 2023Q1: 451 shares; 2023Q2: 451 shares; 2023Q3: 451 shares; 2023Q4: 451 shares; 2024Q1: 1,976 shares; 2024Q2: 1,976 shares; 2024Q3: 1,976 shares 1,976 $536K 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; 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; 2024Q3: 8,348 shares 8,348 $520K 0.19% 0 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 571 shares; 2023Q2: 571 shares; 2023Q3: 571 shares; 2023Q4: 571 shares; 2024Q1: 571 shares; 2024Q2: 1,603 shares; 2024Q3: 1,603 shares 1,603 $516K 0.19% 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; 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; 2024Q3: 2,609 shares 2,609 $515K 0.19% -333 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; 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; 2024Q3: 10,334 shares 10,334 $494K 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; 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; 2024Q3: 2,236 shares 2,236 $441K 0.16% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 3,555 shares 3,555 $405K 0.15% 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; 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; 2024Q3: 1,798 shares 1,798 $401K 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; 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; 2024Q3: 15,294 shares 15,294 $399K 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; 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; 2024Q3: 10,165 shares 10,165 $387K 0.14% +586 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; 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; 2024Q3: 1,907 shares 1,907 $383K 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; 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; 2024Q3: 824 shares 824 $379K 0.14% 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; 2022Q4: restricted; 2023Q1: 304 shares; 2023Q2: 304 shares; 2023Q3: 351 shares; 2023Q4: 434 shares; 2024Q1: 416 shares; 2024Q2: 416 shares; 2024Q3: 416 shares 416 $369K 0.13% 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; 2022Q4: restricted; 2023Q1: 600 shares; 2023Q2: 600 shares; 2023Q3: 600 shares; 2023Q4: 600 shares; 2024Q1: 628 shares; 2024Q2: 628 shares; 2024Q3: 628 shares 628 $368K 0.13% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 2,122 shares 2,122 $354K 0.13% -50 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; 2022Q4: restricted; 2023Q1: 703 shares; 2023Q2: 877 shares; 2023Q3: 937 shares; 2023Q4: 976 shares; 2024Q1: 1,053 shares; 2024Q2: 1,152 shares; 2024Q3: 1,302 shares 1,302 $344K 0.13% +150 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 2,256 shares 2,256 $342K 0.13% 0 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; 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; 2024Q3: 3,429 shares 3,429 $334K 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; 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; 2024Q3: 4,472 shares 4,472 $321K 0.12% 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; 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; 2024Q3: 3,786 shares 3,786 $320K 0.12% 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 561 shares; 2023Q4: 561 shares; 2024Q1: 561 shares; 2024Q2: 561 shares; 2024Q3: 561 shares 561 $320K 0.12% 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; 2022Q4: restricted; 2023Q1: 916 shares; 2023Q2: 916 shares; 2023Q3: 916 shares; 2023Q4: 651 shares; 2024Q1: 657 shares; 2024Q2: 607 shares; 2024Q3: 607 shares 607 $316K 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; 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; 2024Q3: 3,186 shares 3,186 $305K 0.11% 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; 2022Q4: restricted; 2023Q1: 945 shares; 2023Q2: 945 shares; 2023Q3: 945 shares; 2023Q4: 991 shares; 2024Q1: 998 shares; 2024Q2: 991 shares; 2024Q3: 991 shares 991 $302K 0.11% 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; 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; 2024Q3: 1,767 shares 1,767 $301K 0.11% 0 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; 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; 2024Q3: 3,424 shares 3,424 $301K 0.11% 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; 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; 2024Q3: 1,106 shares 1,106 $300K 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; 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; 2024Q3: 1,053 shares 1,053 $293K 0.11% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 4,958 shares 4,958 $284K 0.1% -564 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 1,600 shares 1,600 $268K 0.1% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 1,319 shares 1,319 $267K 0.1% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 2,500 shares 2,500 $267K 0.1% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 626 shares; 2023Q2: 626 shares; 2023Q3: 626 shares; 2023Q4: 626 shares; 2024Q1: 626 shares; 2024Q2: 626 shares; 2024Q3: 626 shares 626 $265K 0.1% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 4,202 shares 4,202 $265K 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; 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; 2024Q3: 6,172 shares 6,172 $264K 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; 2022Q4: restricted; 2023Q1: 1,045 shares; 2023Q2: 949 shares; 2023Q3: 949 shares; 2023Q4: 949 shares; 2024Q1: 949 shares; 2024Q2: 949 shares; 2024Q3: 949 shares 949 $263K 0.1% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 3,106 shares 3,106 $260K 0.1% -36 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; 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; 2024Q3: 4,493 shares 4,493 $259K 0.09% 0 Timeline HI HILLENBRAND INC More: the full row for HILLENBRAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 9,230 shares 9,230 $257K 0.09% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 1,419 shares 1,419 $254K 0.09% 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; 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; 2024Q3: 1,140 shares 1,140 $252K 0.09% -39 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,500 shares; 2024Q3: 1,500 shares 1,500 $250K 0.09% 0 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 6,222 shares 6,222 $247K 0.09% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 1,321 shares 1,321 $244K 0.09% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 569 shares; 2023Q2: 611 shares; 2023Q3: 648 shares; 2023Q4: 648 shares; 2024Q1: 1,147 shares; 2024Q2: 1,147 shares; 2024Q3: 1,147 shares 1,147 $237K 0.09% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 4,404 shares 4,404 $234K 0.09% +3 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; 2022Q4: restricted; 2023Q1: 1,231 shares; 2023Q2: 1,231 shares; 2023Q3: 900 shares; 2023Q4: 900 shares; 2024Q1: 912 shares; 2024Q2: 1,013 shares; 2024Q3: 1,013 shares 1,013 $229K 0.08% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 554 shares; 2023Q2: 554 shares; 2023Q3: 554 shares; 2023Q4: 554 shares; 2024Q1: 554 shares; 2024Q2: 513 shares; 2024Q3: 567 shares 567 $213K 0.08% +54 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 3,328 shares 3,328 $209K 0.08% +1 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; 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; 2024Q3: 5,202 shares 5,202 $208K 0.08% +1,009 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 2,319 shares 2,319 $204K 0.07% -81 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; 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; 2024Q3: 6,500 shares 6,500 $200K 0.07% 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; 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; 2024Q3: 2,548 shares 2,548 $199K 0.07% -423 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; 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; 2024Q3: 1,193 shares 1,193 $196K 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; 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; 2024Q3: 2,878 shares 2,878 $195K 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; 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; 2024Q3: 1,443 shares 1,443 $194K 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 500 shares; 2023Q3: 950 shares; 2023Q4: 1,420 shares; 2024Q1: 2,020 shares; 2024Q2: 2,020 shares; 2024Q3: 2,020 shares 2,020 $193K 0.07% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 502 shares; 2023Q2: 502 shares; 2023Q3: 529 shares; 2023Q4: 529 shares; 2024Q1: 535 shares; 2024Q2: 535 shares; 2024Q3: 535 shares 535 $189K 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; 2022Q4: restricted; 2023Q1: 1,553 shares; 2023Q2: 996 shares; 2023Q3: 991 shares; 2023Q4: 991 shares; 2024Q1: 1,003 shares; 2024Q2: 4,015 shares; 2024Q3: 4,026 shares 4,026 $182K 0.07% +11 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; 2022Q4: restricted; 2023Q1: 6,219 shares; 2023Q2: 231 shares; 2023Q3: 269 shares; 2023Q4: 269 shares; 2024Q1: 275 shares; 2024Q2: 205 shares; 2024Q3: 205 shares 205 $182K 0.07% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 1,474 shares 1,474 $179K 0.07% 0 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; 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; 2024Q3: 6,246 shares 6,246 $169K 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; 2022Q4: restricted; 2023Q1: 580 shares; 2023Q2: 580 shares; 2023Q3: 580 shares; 2023Q4: 580 shares; 2024Q1: 639 shares; 2024Q2: 289 shares; 2024Q3: 289 shares 289 $166K 0.06% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 3,194 shares 3,194 $165K 0.06% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 4,647 shares 4,647 $160K 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; 2022Q4: restricted; 2023Q1: 18 shares; 2023Q2: 40 shares; 2023Q3: 72 shares; 2023Q4: 72 shares; 2024Q1: 93 shares; 2024Q2: 93 shares; 2024Q3: 930 shares 930 $160K 0.06% +837 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; 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; 2024Q3: 5,024 shares 5,024 $160K 0.06% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 641 shares; 2023Q2: 476 shares; 2023Q3: 476 shares; 2023Q4: 476 shares; 2024Q1: 536 shares; 2024Q2: 536 shares; 2024Q3: 602 shares 602 $158K 0.06% +66 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; 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; 2024Q3: 1,629 shares 1,629 $157K 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; 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; 2024Q3: 6,995 shares 6,995 $151K 0.06% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 3,264 shares 3,264 $150K 0.05% -98 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; 2022Q4: restricted; 2023Q1: 591 shares; 2023Q2: 591 shares; 2023Q3: 591 shares; 2023Q4: 591 shares; 2024Q1: 591 shares; 2024Q2: 591 shares; 2024Q3: 591 shares 591 $147K 0.05% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 630 shares; 2023Q2: 330 shares; 2023Q3: 330 shares; 2023Q4: 330 shares; 2024Q1: 742 shares; 2024Q2: 742 shares; 2024Q3: 627 shares 627 $139K 0.05% -115 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; 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; 2024Q3: 1,344 shares 1,344 $138K 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; 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; 2024Q3: 2,392 shares 2,392 $138K 0.05% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: 260 shares; 2023Q3: 260 shares; 2023Q4: 260 shares; 2024Q1: 266 shares; 2024Q2: 266 shares; 2024Q3: 266 shares 266 $131K 0.05% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 202 shares; 2023Q2: 202 shares; 2023Q3: 202 shares; 2023Q4: 430 shares; 2024Q1: 562 shares; 2024Q2: 517 shares; 2024Q3: 486 shares 486 $130K 0.05% -31 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; 2022Q4: restricted; 2023Q1: 955 shares; 2023Q2: 955 shares; 2023Q3: 955 shares; 2023Q4: 955 shares; 2024Q1: 955 shares; 2024Q2: 955 shares; 2024Q3: 955 shares 955 $130K 0.05% 0 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; 2022Q4: restricted; 2023Q1: 600 shares; 2023Q2: 600 shares; 2023Q3: 600 shares; 2023Q4: 600 shares; 2024Q1: 600 shares; 2024Q2: 600 shares; 2024Q3: 600 shares 600 $129K 0.05% 0 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,120 shares 2,120 $128K 0.05% new 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; 2022Q4: restricted; 2023Q1: 450 shares; 2023Q2: 450 shares; 2023Q3: 450 shares; 2023Q4: 450 shares; 2024Q1: 450 shares; 2024Q2: 450 shares; 2024Q3: 450 shares 450 $127K 0.05% 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; 2022Q4: restricted; 2023Q1: 123 shares; 2023Q2: 170 shares; 2023Q3: 219 shares; 2023Q4: 219 shares; 2024Q1: 219 shares; 2024Q2: 209 shares; 2024Q3: 209 shares 209 $122K 0.04% 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; 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; 2024Q3: 1,463 shares 1,463 $121K 0.04% 0 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; 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; 2024Q3: 1,039 shares 1,039 $118K 0.04% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 3,917 shares 3,917 $113K 0.04% -41 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; 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; 2024Q3: 1,399 shares 1,399 $113K 0.04% -66 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; 2022Q4: restricted; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares 500 $108K 0.04% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 546 shares; 2023Q2: 546 shares; 2023Q3: 546 shares; 2023Q4: 546 shares; 2024Q1: 546 shares; 2024Q2: 546 shares; 2024Q3: 546 shares 546 $106K 0.04% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 334 shares; 2023Q2: 365 shares; 2023Q3: 365 shares; 2023Q4: 365 shares; 2024Q1: 371 shares; 2024Q2: 371 shares; 2024Q3: 371 shares 371 $102K 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; 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; 2024Q3: 2,260 shares 2,260 $101K 0.04% 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; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 160 shares; 2024Q1: 160 shares; 2024Q2: 160 shares; 2024Q3: 160 shares 160 $101K 0.04% 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,500 shares; 2024Q3: 8,500 shares 8,500 $99.1K 0.04% 0 CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 50 shares; 2023Q2: 350 shares; 2023Q3: 300 shares; 2023Q4: 300 shares; 2024Q1: 548 shares; 2024Q2: 548 shares; 2024Q3: 248 shares 248 $97.1K 0.04% -300 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 275 shares; 2023Q2: 275 shares; 2023Q3: 275 shares; 2023Q4: 275 shares; 2024Q1: 275 shares; 2024Q2: 275 shares; 2024Q3: 275 shares 275 $95.1K 0.03% 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; 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; 2024Q3: 1,700 shares 1,700 $89.5K 0.03% 0 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; 2022Q4: restricted; 2023Q1: 170 shares; 2023Q2: 170 shares; 2023Q3: 145 shares; 2023Q4: 145 shares; 2024Q1: 151 shares; 2024Q2: 151 shares; 2024Q3: 151 shares 151 $88.3K 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; 2022Q4: restricted; 2023Q1: 228 shares; 2023Q2: 228 shares; 2023Q3: 228 shares; 2023Q4: 228 shares; 2024Q1: 228 shares; 2024Q2: 228 shares; 2024Q3: 228 shares 228 $87K 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; 2022Q4: restricted; 2023Q1: 931 shares; 2023Q2: 931 shares; 2023Q3: 996 shares; 2023Q4: 996 shares; 2024Q1: 996 shares; 2024Q2: 996 shares; 2024Q3: 941 shares 941 $85.9K 0.03% -55 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 580 shares; 2023Q4: 580 shares; 2024Q1: 580 shares; 2024Q2: 580 shares; 2024Q3: 580 shares 580 $85.8K 0.03% 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; 2022Q4: restricted; 2023Q1: 30 shares; 2023Q2: 30 shares; 2023Q3: 30 shares; 2023Q4: 30 shares; 2024Q1: 104 shares; 2024Q2: 104 shares; 2024Q3: 105 shares 105 $85.3K 0.03% +1 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; 2022Q4: restricted; 2023Q1: 787 shares; 2023Q2: 769 shares; 2023Q3: 771 shares; 2023Q4: 714 shares; 2024Q1: 794 shares; 2024Q2: 738 shares; 2024Q3: 740 shares 740 $85.3K 0.03% +2 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; 2022Q4: restricted; 2023Q1: 478 shares; 2023Q2: 478 shares; 2023Q3: 478 shares; 2023Q4: 478 shares; 2024Q1: 478 shares; 2024Q2: 478 shares; 2024Q3: 478 shares 478 $84.8K 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; 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; 2024Q3: 1,650 shares 1,650 $83.8K 0.03% 0 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,269 shares 2,269 $82.7K 0.03% new Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 332 shares; 2023Q2: 332 shares; 2023Q3: 332 shares; 2023Q4: 332 shares; 2024Q1: 1,023 shares; 2024Q2: 1,023 shares; 2024Q3: 1,023 shares 1,023 $82.6K 0.03% 0 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; 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; 2024Q3: 2,240 shares 2,240 $82.5K 0.03% +856 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 363 shares; 2023Q2: 363 shares; 2023Q3: 363 shares; 2023Q4: 363 shares; 2024Q1: 621 shares; 2024Q2: 621 shares; 2024Q3: 621 shares 621 $81.6K 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; 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; 2024Q3: 1,780 shares 1,780 $81.3K 0.03% 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; 2022Q4: restricted; 2023Q1: 89 shares; 2023Q2: 289 shares; 2023Q3: 289 shares; 2023Q4: 289 shares; 2024Q1: 239 shares; 2024Q2: 239 shares; 2024Q3: 399 shares 399 $79K 0.03% +160 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; 2022Q4: restricted; 2023Q1: 849 shares; 2023Q2: 882 shares; 2023Q3: 882 shares; 2023Q4: 732 shares; 2024Q1: 732 shares; 2024Q2: 732 shares; 2024Q3: 699 shares 699 $72.7K 0.03% -33 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 289 shares; 2023Q2: 289 shares; 2023Q3: 289 shares; 2023Q4: 732 shares; 2024Q1: 823 shares; 2024Q2: 823 shares; 2024Q3: 816 shares 816 $72.1K 0.03% -7 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 1,550 shares 1,550 $71.8K 0.03% -200 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 412 shares; 2023Q2: 412 shares; 2023Q3: 412 shares; 2023Q4: 412 shares; 2024Q1: 412 shares; 2024Q2: 412 shares; 2024Q3: 412 shares 412 $70.1K 0.03% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 149 shares; 2023Q2: 149 shares; 2023Q3: 149 shares; 2023Q4: 149 shares; 2024Q1: 575 shares; 2024Q2: 575 shares; 2024Q3: 575 shares 575 $69.8K 0.03% 0 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 1,063 shares 1,063 $69.1K 0.03% 0 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; 2022Q4: restricted; 2023Q1: 477 shares; 2023Q2: 477 shares; 2023Q3: 477 shares; 2023Q4: 477 shares; 2024Q1: 477 shares; 2024Q2: 477 shares; 2024Q3: 477 shares 477 $67.8K 0.02% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 301 shares; 2023Q2: 201 shares; 2023Q3: 219 shares; 2023Q4: 219 shares; 2024Q1: 223 shares; 2024Q2: 205 shares; 2024Q3: 205 shares 205 $66.1K 0.02% 0 Timeline LCNB LCNB CORP More: the full row for LCNB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 4,353 shares 4,353 $65.6K 0.02% -240 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; 2022Q4: restricted; 2023Q1: 354 shares; 2023Q2: 354 shares; 2023Q3: 354 shares; 2023Q4: 354 shares; 2024Q1: 354 shares; 2024Q2: 354 shares; 2024Q3: 354 shares 354 $64.4K 0.02% 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; 2022Q4: restricted; 2023Q1: 1,445 shares; 2023Q2: 888 shares; 2023Q3: 888 shares; 2023Q4: 888 shares; 2024Q1: 837 shares; 2024Q2: 426 shares; 2024Q3: 340 shares 340 $64.1K 0.02% -86 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 300 shares; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: 300 shares; 2024Q1: 900 shares; 2024Q2: 900 shares; 2024Q3: 900 shares 900 $63.5K 0.02% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5,678 shares; 2023Q2: 4,204 shares; 2023Q3: 2,109 shares; 2023Q4: 2,109 shares; 2024Q1: 573 shares; 2024Q2: 573 shares; 2024Q3: 573 shares 573 $63.3K 0.02% 0 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,788 shares; 2023Q2: 1,788 shares; 2023Q3: 324 shares; 2023Q4: 450 shares; 2024Q1: 592 shares; 2024Q2: 592 shares; 2024Q3: 592 shares 592 $62.9K 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; 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; 2024Q3: 4,259 shares 4,259 $62.6K 0.02% -100 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 30 shares; 2023Q2: 30 shares; 2023Q3: 30 shares; 2023Q4: 30 shares; 2024Q1: 30 shares; 2024Q2: 30 shares; 2024Q3: 30 shares 30 $61.6K 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; 2022Q4: restricted; 2023Q1: 552 shares; 2023Q2: 552 shares; 2023Q3: 552 shares; 2023Q4: 552 shares; 2024Q1: 552 shares; 2024Q2: 512 shares; 2024Q3: 512 shares 512 $61.5K 0.02% 0 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 2,082 shares 2,082 $60.7K 0.02% +32 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 132 shares; 2023Q3: 132 shares; 2023Q4: 132 shares; 2024Q1: 261 shares; 2024Q2: 261 shares; 2024Q3: 261 shares 261 $59.8K 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; 2022Q4: restricted; 2023Q1: 650 shares; 2023Q2: 650 shares; 2023Q3: 650 shares; 2023Q4: 650 shares; 2024Q1: 650 shares; 2024Q2: 650 shares; 2024Q3: 650 shares 650 $57.4K 0.02% 0 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 456 shares; 2023Q3: 456 shares; 2023Q4: 456 shares; 2024Q1: 456 shares; 2024Q2: 456 shares; 2024Q3: 456 shares 456 $57K 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; 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; 2024Q3: 2,406 shares 2,406 $56.4K 0.02% +1,012 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 2,053 shares; 2023Q4: 2,053 shares; 2024Q1: 2,053 shares; 2024Q2: 2,053 shares; 2024Q3: 2,053 shares 2,053 $55.4K 0.02% 0 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; 2022Q4: restricted; 2023Q1: 821 shares; 2023Q2: 887 shares; 2023Q3: 887 shares; 2023Q4: 887 shares; 2024Q1: 630 shares; 2024Q2: 630 shares; 2024Q3: 564 shares 564 $54.2K 0.02% -66 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 638 shares; 2023Q2: 638 shares; 2023Q3: 638 shares; 2023Q4: 743 shares; 2024Q1: 730 shares; 2024Q2: 391 shares; 2024Q3: 391 shares 391 $51.7K 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; 2022Q4: restricted; 2023Q1: 46 shares; 2023Q2: 173 shares; 2023Q3: 173 shares; 2023Q4: 173 shares; 2024Q1: 173 shares; 2024Q2: 390 shares; 2024Q3: 390 shares 390 $51.7K 0.02% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 876 shares; 2023Q2: 876 shares; 2023Q3: 876 shares; 2023Q4: 876 shares; 2024Q1: 668 shares; 2024Q2: 444 shares; 2024Q3: 444 shares 444 $51.1K 0.02% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 530 shares; 2023Q2: 530 shares; 2023Q3: 380 shares; 2023Q4: 556 shares; 2024Q1: 556 shares; 2024Q2: 556 shares; 2024Q3: 556 shares 556 $50.1K 0.02% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 440 shares 440 $47.8K 0.02% -283 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,305 shares; 2023Q2: 771 shares; 2023Q3: 949 shares; 2023Q4: 949 shares; 2024Q1: 1,142 shares; 2024Q2: 1,142 shares; 2024Q3: 824 shares 824 $47.3K 0.02% -318 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; 2022Q4: restricted; 2023Q1: 134 shares; 2023Q2: 134 shares; 2023Q3: 134 shares; 2023Q4: 134 shares; 2024Q1: 134 shares; 2024Q2: 134 shares; 2024Q3: 134 shares 134 $46.4K 0.02% 0 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; 2022Q4: restricted; 2023Q1: 258 shares; 2023Q2: 258 shares; 2023Q3: 258 shares; 2023Q4: 258 shares; 2024Q1: 258 shares; 2024Q2: 258 shares; 2024Q3: 258 shares 258 $46.2K 0.02% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 438 shares; 2023Q2: 438 shares; 2023Q3: 636 shares; 2023Q4: 636 shares; 2024Q1: 938 shares; 2024Q2: 938 shares; 2024Q3: 438 shares 438 $46.1K 0.02% -500 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,163 shares; 2024Q3: 3,163 shares 3,163 $44.9K 0.02% 0 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; 2022Q4: restricted; 2023Q1: 170 shares; 2023Q2: 170 shares; 2023Q3: 170 shares; 2023Q4: 431 shares; 2024Q1: 543 shares; 2024Q2: 614 shares; 2024Q3: 502 shares 502 $44.7K 0.02% -112 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 211 shares; 2023Q4: 211 shares; 2024Q1: 253 shares; 2024Q2: 253 shares; 2024Q3: 253 shares 253 $43.9K 0.02% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 455 shares; 2023Q2: 455 shares; 2023Q3: 455 shares; 2023Q4: 538 shares; 2024Q1: 464 shares; 2024Q2: 464 shares; 2024Q3: 447 shares 447 $43.6K 0.02% -17 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 166 shares; 2023Q2: 166 shares; 2023Q3: 166 shares; 2023Q4: 166 shares; 2024Q1: 169 shares; 2024Q2: 169 shares; 2024Q3: 169 shares 169 $43.2K 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; 2022Q4: restricted; 2023Q1: 160 shares; 2023Q2: 160 shares; 2023Q3: 160 shares; 2023Q4: 160 shares; 2024Q1: 160 shares; 2024Q2: 160 shares; 2024Q3: 160 shares 160 $43K 0.02% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 357 shares; 2023Q2: 357 shares; 2023Q3: 357 shares; 2023Q4: 357 shares; 2024Q1: 262 shares; 2024Q2: 262 shares; 2024Q3: 262 shares 262 $42.7K 0.02% 0 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 600 shares; 2024Q2: 600 shares; 2024Q3: 600 shares 600 $42.6K 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; 2022Q4: restricted; 2023Q1: 716 shares; 2023Q2: 716 shares; 2023Q3: 716 shares; 2023Q4: 716 shares; 2024Q1: 716 shares; 2024Q2: 716 shares; 2024Q3: 716 shares 716 $42.2K 0.02% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 283 shares; 2023Q2: 283 shares; 2023Q3: 283 shares; 2023Q4: 283 shares; 2024Q1: 298 shares; 2024Q2: 123 shares; 2024Q3: 123 shares 123 $40.8K 0.01% 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 83 shares; 2023Q3: 108 shares; 2023Q4: 108 shares; 2024Q1: 108 shares; 2024Q2: 83 shares; 2024Q3: 83 shares 83 $39.6K 0.01% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 880 shares 880 $39.5K 0.01% 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; 2022Q4: restricted; 2023Q1: 100 shares; 2023Q2: 190 shares; 2023Q3: 190 shares; 2023Q4: 190 shares; 2024Q1: 190 shares; 2024Q2: 190 shares; 2024Q3: 190 shares 190 $39.4K 0.01% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 870 shares 870 $39.3K 0.01% new Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 366 shares; 2024Q1: 350 shares; 2024Q2: 350 shares; 2024Q3: 350 shares 350 $39.2K 0.01% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 131 shares; 2023Q2: 131 shares; 2023Q3: 131 shares; 2023Q4: 131 shares; 2024Q1: 131 shares; 2024Q2: 131 shares; 2024Q3: 131 shares 131 $39K 0.01% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 450 shares 450 $38K 0.01% new Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 169 shares; 2023Q2: 169 shares; 2023Q3: 169 shares; 2023Q4: 169 shares; 2024Q1: 169 shares; 2024Q2: 169 shares; 2024Q3: 169 shares 169 $38K 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; 2022Q4: restricted; 2023Q1: 183 shares; 2023Q2: 183 shares; 2023Q3: 915 shares; 2023Q4: 915 shares; 2024Q1: 915 shares; 2024Q2: 915 shares; 2024Q3: 915 shares 915 $37.2K 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 92 shares; 2024Q2: 92 shares; 2024Q3: 92 shares 92 $35.3K 0.01% 0 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; 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; 2024Q3: 1,599 shares 1,599 $35.2K 0.01% 0 Timeline VBND ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 782 shares 782 $35.1K 0.01% new 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; 2022Q4: restricted; 2023Q1: 318 shares; 2023Q2: 318 shares; 2023Q3: 318 shares; 2023Q4: 318 shares; 2024Q1: 318 shares; 2024Q2: 318 shares; 2024Q3: 318 shares 318 $35K 0.01% 0 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; 2022Q4: restricted; 2023Q1: 55 shares; 2023Q2: 55 shares; 2023Q3: 627 shares; 2023Q4: 572 shares; 2024Q1: 1,051 shares; 2024Q2: 572 shares; 2024Q3: 572 shares 572 $34.1K 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; 2022Q4: restricted; 2023Q1: 27 shares; 2023Q2: 27 shares; 2023Q3: 27 shares; 2023Q4: 5,390 shares; 2024Q1: 50 shares; 2024Q2: 48 shares; 2024Q3: 48 shares 48 $34K 0.01% 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; 2022Q4: restricted; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares 500 $33.6K 0.01% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 285 shares; 2023Q2: 285 shares; 2023Q3: 285 shares; 2023Q4: 285 shares; 2024Q1: 285 shares; 2024Q2: 285 shares; 2024Q3: 285 shares 285 $33.5K 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; 2022Q4: restricted; 2023Q1: 771 shares; 2023Q2: 1,499 shares; 2023Q3: 771 shares; 2023Q4: 771 shares; 2024Q1: 771 shares; 2024Q2: 771 shares; 2024Q3: 771 shares 771 $31.3K 0.01% 0 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; 2022Q4: restricted; 2023Q1: 522 shares; 2023Q2: 522 shares; 2023Q3: 548 shares; 2023Q4: 548 shares; 2024Q1: 151 shares; 2024Q2: 151 shares; 2024Q3: 151 shares 151 $31.2K 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; 2022Q4: restricted; 2023Q1: 700 shares; 2023Q2: 700 shares; 2023Q3: 700 shares; 2023Q4: 700 shares; 2024Q1: 775 shares; 2024Q2: 775 shares; 2024Q3: 775 shares 775 $30.8K 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; 2022Q4: restricted; 2023Q1: 929 shares; 2023Q2: 724 shares; 2023Q3: 606 shares; 2023Q4: 590 shares; 2024Q1: 930 shares; 2024Q2: 590 shares; 2024Q3: 596 shares 596 $30.7K 0.01% +6 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; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 218 shares; 2024Q2: 218 shares; 2024Q3: 218 shares 218 $30.6K 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; 2022Q4: restricted; 2023Q1: 987 shares; 2023Q2: 987 shares; 2023Q3: 987 shares; 2023Q4: 987 shares; 2024Q1: 987 shares; 2024Q2: 987 shares; 2024Q3: 987 shares 987 $30.4K 0.01% 0 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 26 shares; 2023Q4: 26 shares; 2024Q1: 26 shares; 2024Q2: 26 shares; 2024Q3: 26 shares 26 $29.9K 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 119 shares; 2023Q3: 119 shares; 2023Q4: 119 shares; 2024Q1: 119 shares; 2024Q2: 119 shares; 2024Q3: 119 shares 119 $29.8K 0.01% 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; 2022Q4: restricted; 2023Q1: 1,781 shares; 2023Q2: 373 shares; 2023Q3: 373 shares; 2023Q4: 373 shares; 2024Q1: 373 shares; 2024Q2: 728 shares; 2024Q3: 373 shares 373 $29.4K 0.01% -355 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; 2022Q4: restricted; 2023Q1: 44 shares; 2023Q2: 314 shares; 2023Q3: 314 shares; 2023Q4: 425 shares; 2024Q1: 391 shares; 2024Q2: 391 shares; 2024Q3: 391 shares 391 $28.8K 0.01% 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; 2022Q4: restricted; 2023Q1: 1,095 shares; 2023Q2: 1,095 shares; 2023Q3: 1,095 shares; 2023Q4: 1,095 shares; 2024Q1: 720 shares; 2024Q2: 420 shares; 2024Q3: 420 shares 420 $27.7K 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; 2022Q4: restricted; 2023Q1: 300 shares; 2023Q2: 378 shares; 2023Q3: 409 shares; 2023Q4: 409 shares; 2024Q1: 409 shares; 2024Q2: 109 shares; 2024Q3: 109 shares 109 $26.9K 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; 2022Q4: restricted; 2023Q1: 1 shares; 2023Q2: 114 shares; 2023Q3: 114 shares; 2023Q4: 114 shares; 2024Q1: 114 shares; 2024Q2: 114 shares; 2024Q3: 114 shares 114 $26.7K 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 377 shares; 2024Q3: 377 shares 377 $26.6K 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; 2022Q4: restricted; 2023Q1: 239 shares; 2023Q2: 235 shares; 2023Q3: 235 shares; 2023Q4: 235 shares; 2024Q1: 235 shares; 2024Q2: 235 shares; 2024Q3: 235 shares 235 $26K 0.01% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 616 shares 616 $25.7K 0.01% 0 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 83 shares; 2023Q2: 83 shares; 2023Q3: 83 shares; 2023Q4: 83 shares; 2024Q1: 83 shares; 2024Q2: 83 shares; 2024Q3: 166 shares 166 $25.7K 0.01% +83 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; 2022Q4: restricted; 2023Q1: 784 shares; 2023Q2: 784 shares; 2023Q3: 784 shares; 2023Q4: 859 shares; 2024Q1: 859 shares; 2024Q2: 859 shares; 2024Q3: 859 shares 859 $25.5K 0.01% 0 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 715 shares 715 $24.9K 0.01% new 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 412 shares; 2023Q3: 412 shares; 2023Q4: 412 shares; 2024Q1: 412 shares; 2024Q2: 412 shares; 2024Q3: 412 shares 412 $24.4K 0.01% 0 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 340 shares; 2023Q2: 340 shares; 2023Q3: 340 shares; 2023Q4: 340 shares; 2024Q1: 340 shares; 2024Q2: 340 shares; 2024Q3: 340 shares 340 $24.3K 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; 2022Q4: restricted; 2023Q1: 625 shares; 2023Q2: 625 shares; 2023Q3: 625 shares; 2023Q4: 625 shares; 2024Q1: 625 shares; 2024Q2: 625 shares; 2024Q3: 625 shares 625 $24.1K 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; 2022Q4: restricted; 2023Q1: 875 shares; 2023Q2: 875 shares; 2023Q3: 1,075 shares; 2023Q4: 875 shares; 2024Q1: 615 shares; 2024Q2: 215 shares; 2024Q3: 215 shares 215 $23.5K 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; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 207 shares; 2024Q2: 207 shares; 2024Q3: 207 shares 207 $23.4K 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; 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; 2024Q3: 2,333 shares 2,333 $23.3K 0.01% 0 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 675 shares 675 $23.1K 0.01% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 34 shares; 2023Q4: 34 shares; 2024Q1: 37 shares; 2024Q2: 37 shares; 2024Q3: 37 shares 37 $22.9K 0.01% 0 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares 200 $22.4K 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; 2022Q4: restricted; 2023Q1: 25 shares; 2023Q2: 25 shares; 2023Q3: 25 shares; 2023Q4: 25 shares; 2024Q1: 33 shares; 2024Q2: 25 shares; 2024Q3: 25 shares 25 $22.4K 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 159 shares; 2024Q2: 159 shares; 2024Q3: 159 shares 159 $22.2K 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 750 shares; 2024Q1: 750 shares; 2024Q2: 750 shares; 2024Q3: 750 shares 750 $21.8K 0.01% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 66 shares; 2023Q3: 66 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 52 shares 52 $21.7K 0.01% new 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 20 shares; 2023Q4: 20 shares; 2024Q1: 26 shares; 2024Q2: 26 shares; 2024Q3: 26 shares 26 $21.7K 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; 2022Q4: restricted; 2023Q1: 300 shares; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 300 shares 300 $21.5K 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 366 shares; 2024Q3: 366 shares 366 $21.4K 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 104 shares; 2024Q3: 83 shares 83 $21.2K 0.01% -21 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; 2022Q4: restricted; 2023Q1: 83 shares; 2023Q2: 83 shares; 2023Q3: 83 shares; 2023Q4: 181 shares; 2024Q1: 147 shares; 2024Q2: 147 shares; 2024Q3: 147 shares 147 $20.9K 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; 2022Q4: restricted; 2023Q1: 400 shares; 2023Q2: 673 shares; 2023Q3: 673 shares; 2023Q4: 400 shares; 2024Q1: 400 shares; 2024Q2: 400 shares; 2024Q3: 400 shares 400 $20.4K 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; 2022Q4: restricted; 2023Q1: 48 shares; 2023Q2: 48 shares; 2023Q3: 84 shares; 2023Q4: 84 shares; 2024Q1: 87 shares; 2024Q2: 87 shares; 2024Q3: 87 shares 87 $20K 0.01% 0 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; 2022Q4: restricted; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 250 shares; 2024Q2: 250 shares; 2024Q3: 250 shares 250 $19.7K 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; 2022Q4: restricted; 2023Q1: 138 shares; 2023Q2: 271 shares; 2023Q3: 105 shares; 2023Q4: 511 shares; 2024Q1: 90 shares; 2024Q2: 90 shares; 2024Q3: 159 shares 159 $19.2K 0.01% +69 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 1,812 shares 1,812 $19.1K 0.01% -752 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 145 shares; 2023Q4: 145 shares; 2024Q1: 145 shares; 2024Q2: 145 shares; 2024Q3: 145 shares 145 $19.1K 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; 2022Q4: restricted; 2023Q1: 60 shares; 2023Q2: 60 shares; 2023Q3: 60 shares; 2023Q4: 60 shares; 2024Q1: 63 shares; 2024Q2: 63 shares; 2024Q3: 63 shares 63 $19K 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; 2022Q4: restricted; 2023Q1: 40 shares; 2023Q2: 40 shares; 2023Q3: 40 shares; 2023Q4: 40 shares; 2024Q1: 40 shares; 2024Q2: 40 shares; 2024Q3: 40 shares 40 $18.8K 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; 2022Q4: restricted; 2023Q1: 711 shares; 2023Q2: 711 shares; 2023Q3: 711 shares; 2023Q4: 711 shares; 2024Q1: 711 shares; 2024Q2: 711 shares; 2024Q3: 711 shares 711 $17.9K 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 243 shares; 2023Q3: 243 shares; 2023Q4: 243 shares; 2024Q1: 243 shares; 2024Q2: 243 shares; 2024Q3: 243 shares 243 $17.6K 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; 2022Q4: restricted; 2023Q1: 479 shares; 2023Q2: 553 shares; 2023Q3: 584 shares; 2023Q4: 584 shares; 2024Q1: 484 shares; 2024Q2: 128 shares; 2024Q3: 128 shares 128 $17.4K 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 175 shares; 2024Q2: 343 shares; 2024Q3: 343 shares 343 $17K 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 194 shares; 2023Q3: 194 shares; 2023Q4: 194 shares; 2024Q1: 194 shares; 2024Q2: 194 shares; 2024Q3: 194 shares 194 $17K 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; 2022Q4: restricted; 2023Q1: 259 shares; 2023Q2: 259 shares; 2023Q3: 259 shares; 2023Q4: 259 shares; 2024Q1: 259 shares; 2024Q2: 259 shares; 2024Q3: 259 shares 259 $16.8K 0.01% 0 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 31 shares; 2023Q4: 141 shares; 2024Q1: 150 shares; 2024Q2: 119 shares; 2024Q3: 119 shares 119 $16.7K 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; 2022Q4: restricted; 2023Q1: 466 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 790 shares; 2024Q1: 790 shares; 2024Q2: 790 shares; 2024Q3: 790 shares 790 $16.5K 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 198 shares; 2023Q3: 198 shares; 2023Q4: 198 shares; 2024Q1: 198 shares; 2024Q2: 198 shares; 2024Q3: 198 shares 198 $16.3K 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; 2022Q4: restricted; 2023Q1: 51 shares; 2023Q2: 51 shares; 2023Q3: 47 shares; 2023Q4: 47 shares; 2024Q1: 47 shares; 2024Q2: 47 shares; 2024Q3: 47 shares 47 $16.3K 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; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares 200 $16.1K 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; 2022Q4: restricted; 2023Q1: 392 shares; 2023Q2: 392 shares; 2023Q3: 392 shares; 2023Q4: 392 shares; 2024Q1: 352 shares; 2024Q2: 312 shares; 2024Q3: 312 shares 312 $16K 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; 2022Q4: restricted; 2023Q1: 800 shares; 2023Q2: 800 shares; 2023Q3: 800 shares; 2023Q4: 800 shares; 2024Q1: 800 shares; 2024Q2: 800 shares; 2024Q3: 800 shares 800 $15.9K 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; 2022Q4: restricted; 2023Q1: 525 shares; 2023Q2: 525 shares; 2023Q3: 525 shares; 2023Q4: 525 shares; 2024Q1: 525 shares; 2024Q2: 525 shares; 2024Q3: 525 shares 525 $15.6K 0.01% 0 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 128 shares 128 $15.3K 0.01% new 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; 2022Q4: restricted; 2023Q1: 245 shares; 2023Q2: 157 shares; 2023Q3: 172 shares; 2023Q4: 189 shares; 2024Q1: 189 shares; 2024Q2: 189 shares; 2024Q3: 128 shares 128 $15.3K 0.01% -61 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 62 shares; 2024Q2: 62 shares; 2024Q3: 62 shares 62 $15.2K 0.01% 0 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 790 shares; 2023Q2: 791 shares; 2023Q3: 792 shares; 2023Q4: 393 shares; 2024Q1: 394 shares; 2024Q2: 395 shares; 2024Q3: 396 shares 396 $15K 0.01% +1 Timeline MRTN MARTEN TRANS LTD More: the full row for MARTEN TRANS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 841 shares 841 $14.9K 0.01% new 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 25 shares; 2023Q3: 25 shares; 2023Q4: 25 shares; 2024Q1: 28 shares; 2024Q2: 28 shares; 2024Q3: 28 shares 28 $14.8K 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; 2022Q4: restricted; 2023Q1: 81 shares; 2023Q2: 81 shares; 2023Q3: 81 shares; 2023Q4: 81 shares; 2024Q1: 81 shares; 2024Q2: 81 shares; 2024Q3: 81 shares 81 $14.5K 0.01% 0 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 25 shares; 2023Q2: 25 shares; 2023Q3: 25 shares; 2023Q4: 25 shares; 2024Q1: 150 shares; 2024Q2: 150 shares; 2024Q3: 150 shares 150 $14.4K 0.01% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 75 shares; 2023Q2: 75 shares; 2023Q3: 75 shares; 2023Q4: 75 shares; 2024Q1: 75 shares; 2024Q2: 75 shares; 2024Q3: 75 shares 75 $14.2K 0.01% 0 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 225 shares; 2023Q2: 225 shares; 2023Q3: 225 shares; 2023Q4: 225 shares; 2024Q1: 225 shares; 2024Q2: 225 shares; 2024Q3: 225 shares 225 $14K 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; 2022Q4: restricted; 2023Q1: 300 shares; 2023Q2: 300 shares; 2023Q3: 347 shares; 2023Q4: 347 shares; 2024Q1: 347 shares; 2024Q2: 47 shares; 2024Q3: 47 shares 47 $13.6K <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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 20,000 shares; 2024Q2: 20,000 shares; 2024Q3: 20,000 shares 20,000 $13.4K <0.01% 0 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; 2022Q4: restricted; 2023Q1: 150 shares; 2023Q2: 150 shares; 2023Q3: 150 shares; 2023Q4: 150 shares; 2024Q1: 150 shares; 2024Q2: 150 shares; 2024Q3: 150 shares 150 $13K <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; 2022Q4: restricted; 2023Q1: 100 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 250 shares; 2024Q2: 250 shares; 2024Q3: 250 shares 250 $12.8K <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; 2022Q4: restricted; 2023Q1: 428 shares; 2023Q2: 428 shares; 2023Q3: 428 shares; 2023Q4: 428 shares; 2024Q1: 428 shares; 2024Q2: 428 shares; 2024Q3: 428 shares 428 $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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 164 shares; 2023Q3: 164 shares; 2023Q4: 164 shares; 2024Q1: 164 shares; 2024Q2: 164 shares; 2024Q3: 164 shares 164 $12K <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; 2022Q4: restricted; 2023Q1: 308 shares; 2023Q2: 308 shares; 2023Q3: 308 shares; 2023Q4: 42 shares; 2024Q1: 42 shares; 2024Q2: 42 shares; 2024Q3: 42 shares 42 $11.9K <0.01% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 235 shares; 2023Q3: 235 shares; 2023Q4: 235 shares; 2024Q1: 235 shares; 2024Q2: 235 shares; 2024Q3: 235 shares 235 $11.7K <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; 2022Q4: restricted; 2023Q1: 12 shares; 2023Q2: 12 shares; 2023Q3: 12 shares; 2023Q4: 12 shares; 2024Q1: 12 shares; 2024Q2: 12 shares; 2024Q3: 12 shares 12 $11.4K <0.01% 0 XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 125 shares; 2023Q2: 125 shares; 2023Q3: 125 shares; 2023Q4: 125 shares; 2024Q1: 164 shares; 2024Q2: 164 shares; 2024Q3: 164 shares 164 $11K <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; 2022Q4: restricted; 2023Q1: 475 shares; 2023Q2: 45 shares; 2023Q3: 45 shares; 2023Q4: 45 shares; 2024Q1: 45 shares; 2024Q2: 45 shares; 2024Q3: 45 shares 45 $10.9K <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; 2022Q4: restricted; 2023Q1: 225 shares; 2023Q2: 225 shares; 2023Q3: 225 shares; 2023Q4: 225 shares; 2024Q1: 225 shares; 2024Q2: 225 shares; 2024Q3: 125 shares 125 $10.7K <0.01% -100 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; 2022Q4: restricted; 2023Q1: 4,013 shares; 2023Q2: 4,013 shares; 2023Q3: 2,739 shares; 2023Q4: 594 shares; 2024Q1: 180 shares; 2024Q2: 180 shares; 2024Q3: 180 shares 180 $10.2K <0.01% 0 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 150 shares; 2023Q2: 150 shares; 2023Q3: 150 shares; 2023Q4: 164 shares; 2024Q1: 166 shares; 2024Q2: 166 shares; 2024Q3: 150 shares 150 $10K <0.01% -16 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 410 shares; 2023Q2: 410 shares; 2023Q3: 410 shares; 2023Q4: 410 shares; 2024Q1: 410 shares; 2024Q2: 170 shares; 2024Q3: 170 shares 170 $9.99K <0.01% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 52 shares; 2023Q2: 52 shares; 2023Q3: 52 shares; 2023Q4: 52 shares; 2024Q1: 52 shares; 2024Q2: 52 shares; 2024Q3: 52 shares 52 $9.97K <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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 265 shares; 2023Q3: 265 shares; 2023Q4: 265 shares; 2024Q1: 265 shares; 2024Q2: 265 shares; 2024Q3: 265 shares 265 $9.71K <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; 2022Q4: restricted; 2023Q1: 125 shares; 2023Q2: 125 shares; 2023Q3: 125 shares; 2023Q4: 125 shares; 2024Q1: 125 shares; 2024Q2: 125 shares; 2024Q3: 125 shares 125 $9.57K <0.01% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 31 shares; 2023Q2: 31 shares; 2023Q3: 31 shares; 2023Q4: 31 shares; 2024Q1: 40 shares; 2024Q2: 40 shares; 2024Q3: 40 shares 40 $9.52K <0.01% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 442 shares; 2023Q2: 442 shares; 2023Q3: 442 shares; 2023Q4: 340 shares; 2024Q1: 452 shares; 2024Q2: 282 shares; 2024Q3: 170 shares 170 $9.29K <0.01% -112 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; 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; 2024Q3: 1,016 shares 1,016 $9.1K <0.01% -87 WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 285 shares; 2023Q4: 285 shares; 2024Q1: 285 shares; 2024Q2: 285 shares; 2024Q3: 285 shares 285 $8.49K <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; 2022Q4: restricted; 2023Q1: 479 shares; 2023Q2: 293 shares; 2023Q3: 293 shares; 2023Q4: 293 shares; 2024Q1: 300 shares; 2024Q2: 118 shares; 2024Q3: 90 shares 90 $8.45K <0.01% -28 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; 2022Q4: restricted; 2023Q1: 15 shares; 2023Q2: 15 shares; 2023Q3: 15 shares; 2023Q4: 15 shares; 2024Q1: 15 shares; 2024Q2: 15 shares; 2024Q3: 15 shares 15 $8.35K <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; 2022Q4: restricted; 2023Q1: 30 shares; 2023Q2: 30 shares; 2023Q3: 30 shares; 2023Q4: 30 shares; 2024Q1: 30 shares; 2024Q2: 30 shares; 2024Q3: 30 shares 30 $8.26K <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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 71 shares; 2023Q3: 71 shares; 2023Q4: 72 shares; 2024Q1: 72 shares; 2024Q2: 104 shares; 2024Q3: 120 shares 120 $7.78K <0.01% +16 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 11 shares; 2023Q2: 11 shares; 2023Q3: 11 shares; 2023Q4: 11 shares; 2024Q1: 33 shares; 2024Q2: 33 shares; 2024Q3: 33 shares 33 $7.62K <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; 2022Q4: restricted; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 37 shares; 2024Q2: 37 shares; 2024Q3: 37 shares 37 $7.41K <0.01% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 48 shares; 2024Q2: 48 shares; 2024Q3: 48 shares 48 $7.39K <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; 2022Q4: restricted; 2023Q1: 150 shares; 2023Q2: 150 shares; 2023Q3: 150 shares; 2023Q4: 150 shares; 2024Q1: 150 shares; 2024Q2: 150 shares; 2024Q3: 150 shares 150 $7.21K <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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 78 shares; 2024Q2: 78 shares; 2024Q3: 78 shares 78 $7.05K <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; 2022Q4: restricted; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares 100 $7.03K <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; 2022Q4: restricted; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares 100 $6.99K <0.01% 0 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; 2022Q4: restricted; 2023Q1: 250 shares; 2023Q2: 250 shares; 2023Q3: 250 shares; 2023Q4: 250 shares; 2024Q1: 250 shares; 2024Q2: 250 shares; 2024Q3: 250 shares 250 $6.66K <0.01% 0 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; 2022Q4: restricted; 2023Q1: 53 shares; 2023Q2: 53 shares; 2023Q3: 53 shares; 2023Q4: 53 shares; 2024Q1: 53 shares; 2024Q2: 53 shares; 2024Q3: 53 shares 53 $6.49K <0.01% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 493 shares; 2023Q2: 493 shares; 2023Q3: 425 shares; 2023Q4: 425 shares; 2024Q1: 525 shares; 2024Q2: 100 shares; 2024Q3: 100 shares 100 $6.29K <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; 2022Q4: restricted; 2023Q1: 16 shares; 2023Q2: 16 shares; 2023Q3: 216 shares; 2023Q4: 216 shares; 2024Q1: 216 shares; 2024Q2: 200 shares; 2024Q3: 200 shares 200 $6.28K <0.01% 0 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 61 shares; 2024Q2: 61 shares; 2024Q3: 61 shares 61 $5.84K <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; 2022Q4: restricted; 2023Q1: 215 shares; 2023Q2: 67 shares; 2023Q3: 67 shares; 2023Q4: 67 shares; 2024Q1: 67 shares; 2024Q2: 67 shares; 2024Q3: 67 shares 67 $5.64K <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; 2022Q4: restricted; 2023Q1: 236 shares; 2023Q2: 236 shares; 2023Q3: 236 shares; 2023Q4: 236 shares; 2024Q1: 236 shares; 2024Q2: 236 shares; 2024Q3: 236 shares 236 $5.5K <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; 2022Q4: restricted; 2023Q1: 375 shares; 2023Q2: 375 shares; 2023Q3: 375 shares; 2023Q4: 375 shares; 2024Q1: 375 shares; 2024Q2: 375 shares; 2024Q3: 375 shares 375 $5.43K <0.01% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 196 shares; 2023Q3: 196 shares; 2023Q4: 196 shares; 2024Q1: 52 shares; 2024Q2: 52 shares; 2024Q3: 52 shares 52 $5.42K <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; 2022Q4: restricted; 2023Q1: 74 shares; 2023Q2: 74 shares; 2023Q3: 74 shares; 2023Q4: 74 shares; 2024Q1: 74 shares; 2024Q2: 74 shares; 2024Q3: 74 shares 74 $5.35K <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; 2022Q4: restricted; 2023Q1: 341 shares; 2023Q2: 341 shares; 2023Q3: 341 shares; 2023Q4: 341 shares; 2024Q1: 341 shares; 2024Q2: 55 shares; 2024Q3: 55 shares 55 $4.95K <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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 81 shares; 2024Q2: 81 shares; 2024Q3: 81 shares 81 $4.93K <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; 2022Q4: restricted; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares 500 $4.84K <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; 2022Q4: restricted; 2023Q1: 96 shares; 2023Q2: 96 shares; 2023Q3: 96 shares; 2023Q4: 96 shares; 2024Q1: 96 shares; 2024Q2: 96 shares; 2024Q3: 96 shares 96 $4.72K <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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 48 shares; 2024Q2: 48 shares; 2024Q3: 48 shares 48 $4.71K <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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6 shares; 2024Q2: 6 shares; 2024Q3: 6 shares 6 $4.65K <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; 2022Q4: restricted; 2023Q1: 40 shares; 2023Q2: 40 shares; 2023Q3: 40 shares; 2023Q4: 40 shares; 2024Q1: 43 shares; 2024Q2: 43 shares; 2024Q3: 43 shares 43 $4.64K <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; 2022Q4: restricted; 2023Q1: 79 shares; 2023Q2: 79 shares; 2023Q3: 79 shares; 2023Q4: 79 shares; 2024Q1: 79 shares; 2024Q2: 79 shares; 2024Q3: 79 shares 79 $4.46K <0.01% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 65 shares; 2024Q1: 65 shares; 2024Q2: 65 shares; 2024Q3: 65 shares 65 $4.39K <0.01% 0 Timeline PIPR PIPER SANDLER COS More: the full row for PIPER SANDLER COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 16 shares; 2023Q2: 16 shares; 2023Q3: 16 shares; 2023Q4: 16 shares; 2024Q1: 16 shares; 2024Q2: 15 shares; 2024Q3: 15 shares 15 $4.26K <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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 184 shares; 2023Q4: 184 shares; 2024Q1: 184 shares; 2024Q2: 184 shares; 2024Q3: 184 shares 184 $4.26K <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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 70 shares; 2024Q2: 70 shares; 2024Q3: 70 shares 70 $4.23K <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; 2022Q4: restricted; 2023Q1: 50 shares; 2023Q2: 50 shares; 2023Q3: 50 shares; 2023Q4: 50 shares; 2024Q1: 50 shares; 2024Q2: 50 shares; 2024Q3: 50 shares 50 $4.16K <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; 2022Q4: restricted; 2023Q1: 225 shares; 2023Q2: 225 shares; 2023Q3: 225 shares; 2023Q4: 225 shares; 2024Q1: 225 shares; 2024Q2: 225 shares; 2024Q3: 225 shares 225 $3.62K <0.01% 0 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; 2022Q4: restricted; 2023Q1: 111 shares; 2023Q2: 111 shares; 2023Q3: 111 shares; 2023Q4: 111 shares; 2024Q1: 111 shares; 2024Q2: 111 shares; 2024Q3: 111 shares 111 $3.52K <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; 2022Q4: restricted; 2023Q1: 606 shares; 2023Q2: 606 shares; 2023Q3: 606 shares; 2023Q4: 606 shares; 2024Q1: 39 shares; 2024Q2: 39 shares; 2024Q3: 39 shares 39 $3.48K <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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 30 shares; 2024Q2: 30 shares; 2024Q3: 30 shares 30 $3.38K <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; 2022Q4: restricted; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 131 shares; 2024Q2: 222 shares; 2024Q3: 312 shares 312 $3.34K <0.01% +90 Timeline AHCO ADAPTHEALTH CORP More: the full row for ADAPTHEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 290 shares; 2023Q2: 290 shares; 2023Q3: 290 shares; 2023Q4: 290 shares; 2024Q1: 290 shares; 2024Q2: 290 shares; 2024Q3: 290 shares 290 $3.26K <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; 2022Q4: restricted; 2023Q1: 10 shares; 2023Q2: 10 shares; 2023Q3: 10 shares; 2023Q4: 10 shares; 2024Q1: 50 shares; 2024Q2: 50 shares; 2024Q3: 50 shares 50 $3.25K <0.01% 0 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 65 shares; 2024Q2: 65 shares; 2024Q3: 65 shares 65 $3.18K <0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 847 shares; 2023Q2: 700 shares; 2023Q3: 700 shares; 2023Q4: 700 shares; 2024Q1: 385 shares; 2024Q2: 385 shares; 2024Q3: 385 shares 385 $3.18K <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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 50 shares; 2024Q2: 50 shares; 2024Q3: 50 shares 50 $3.17K <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; 2022Q4: restricted; 2023Q1: 125 shares; 2023Q2: 125 shares; 2023Q3: 125 shares; 2023Q4: 125 shares; 2024Q1: 12 shares; 2024Q2: 12 shares; 2024Q3: 12 shares 12 $3.09K <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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 21 shares; 2024Q2: 21 shares; 2024Q3: 21 shares 21 $3.07K <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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 14 shares; 2024Q2: 14 shares; 2024Q3: 14 shares 14 $3.06K <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; 2022Q4: restricted; 2023Q1: 157 shares; 2023Q2: 157 shares; 2023Q3: 157 shares; 2023Q4: 157 shares; 2024Q1: 157 shares; 2024Q2: 157 shares; 2024Q3: 157 shares 157 $2.99K <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; 2022Q4: restricted; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares 100 $2.94K <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; 2022Q4: restricted; 2023Q1: 1 shares; 2023Q2: 1 shares; 2023Q3: 1 shares; 2023Q4: 1 shares; 2024Q1: 1 shares; 2024Q2: 50 shares; 2024Q3: 50 shares 50 $2.88K <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; 2022Q4: restricted; 2023Q1: 46 shares; 2023Q2: 46 shares; 2023Q3: 46 shares; 2023Q4: 46 shares; 2024Q1: 46 shares; 2024Q2: 46 shares; 2024Q3: 46 shares 46 $2.88K <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; 2022Q4: restricted; 2023Q1: 53 shares; 2023Q2: 53 shares; 2023Q3: 53 shares; 2023Q4: 53 shares; 2024Q1: 53 shares; 2024Q2: 53 shares; 2024Q3: 53 shares 53 $2.84K <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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 15 shares; 2024Q2: 15 shares; 2024Q3: 15 shares 15 $2.81K <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; 2022Q4: restricted; 2023Q1: 231 shares; 2023Q2: 231 shares; 2023Q3: 231 shares; 2023Q4: 231 shares; 2024Q1: 231 shares; 2024Q2: 36 shares; 2024Q3: 36 shares 36 $2.81K <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; 2022Q4: restricted; 2023Q1: 76 shares; 2023Q2: 76 shares; 2023Q3: 76 shares; 2023Q4: not reported; 2024Q1: 12 shares; 2024Q2: 12 shares; 2024Q3: 12 shares 12 $2.79K <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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 43 shares; 2024Q2: 43 shares; 2024Q3: 43 shares 43 $2.78K <0.01% 0 SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 627 shares; 2023Q2: 893 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 42 shares; 2024Q2: 42 shares; 2024Q3: 42 shares 42 $2.77K <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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 18 shares; 2024Q2: 18 shares; 2024Q3: 18 shares 18 $2.71K <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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares 1,000 $2.65K <0.01% 0 RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 9 shares; 2024Q2: 9 shares; 2024Q3: 9 shares 9 $2.6K <0.01% 0 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; 2022Q4: restricted; 2023Q1: 265 shares; 2023Q2: 265 shares; 2023Q3: 265 shares; 2023Q4: 265 shares; 2024Q1: 265 shares; 2024Q2: 265 shares; 2024Q3: 265 shares 265 $2.57K <0.01% 0 EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 36 shares; 2023Q2: 36 shares; 2023Q3: 36 shares; 2023Q4: 36 shares; 2024Q1: 36 shares; 2024Q2: 36 shares; 2024Q3: 36 shares 36 $2.34K <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; 2022Q4: restricted; 2023Q1: 246 shares; 2023Q2: 246 shares; 2023Q3: 246 shares; 2023Q4: 246 shares; 2024Q1: 46 shares; 2024Q2: 46 shares; 2024Q3: 46 shares 46 $2.32K <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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6 shares; 2024Q2: 6 shares; 2024Q3: 6 shares 6 $2.17K <0.01% 0 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 12 shares; 2024Q2: 12 shares; 2024Q3: 12 shares 12 $2.08K <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; 2022Q4: restricted; 2023Q1: 101 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares 100 $2.05K <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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 50 shares; 2024Q2: 50 shares; 2024Q3: 50 shares 50 $1.96K <0.01% 0 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 12 shares; 2024Q2: 12 shares; 2024Q3: 12 shares 12 $1.91K <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; 2022Q4: restricted; 2023Q1: 15 shares; 2023Q2: 15 shares; 2023Q3: 15 shares; 2023Q4: 15 shares; 2024Q1: 15 shares; 2024Q2: 15 shares; 2024Q3: 15 shares 15 $1.89K <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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 30 shares; 2024Q2: 30 shares; 2024Q3: 30 shares 30 $1.86K <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; 2022Q4: restricted; 2023Q1: 780 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares 100 $1.85K <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; 2022Q4: restricted; 2023Q1: 9 shares; 2023Q2: 9 shares; 2023Q3: 9 shares; 2023Q4: 9 shares; 2024Q1: 9 shares; 2024Q2: 9 shares; 2024Q3: 9 shares 9 $1.81K <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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 12 shares; 2024Q2: 12 shares; 2024Q3: 12 shares 12 $1.75K <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; 2022Q4: restricted; 2023Q1: 45 shares; 2023Q2: 45 shares; 2023Q3: 44 shares; 2023Q4: 44 shares; 2024Q1: 44 shares; 2024Q2: 9 shares; 2024Q3: 9 shares 9 $1.64K <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; 2022Q4: restricted; 2023Q1: 80 shares; 2023Q2: 80 shares; 2023Q3: 80 shares; 2023Q4: 80 shares; 2024Q1: 80 shares; 2024Q2: 80 shares; 2024Q3: 80 shares 80 $1.63K <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; 2022Q4: restricted; 2023Q1: 71 shares; 2023Q2: 71 shares; 2023Q3: 71 shares; 2023Q4: 71 shares; 2024Q1: 71 shares; 2024Q2: 71 shares; 2024Q3: 71 shares 71 $1.62K <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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 10 shares; 2024Q1: 10 shares; 2024Q2: 10 shares; 2024Q3: 10 shares 10 $1.59K <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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6 shares; 2024Q2: 6 shares; 2024Q3: 6 shares 6 $1.56K <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; 2022Q4: restricted; 2023Q1: 75 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 15 shares; 2024Q2: 15 shares; 2024Q3: 15 shares 15 $1.56K <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; 2022Q4: restricted; 2023Q1: 741 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares 200 $1.54K <0.01% 0 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; 2022Q4: restricted; 2023Q1: 35 shares; 2023Q2: 35 shares; 2023Q3: 35 shares; 2023Q4: 35 shares; 2024Q1: 35 shares; 2024Q2: 35 shares; 2024Q3: 35 shares 35 $1.51K <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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 9 shares; 2024Q2: 9 shares; 2024Q3: 9 shares 9 $1.41K <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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 28 shares; 2024Q2: 28 shares; 2024Q3: 28 shares 28 $1.41K <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; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 18 shares; 2024Q2: 18 shares; 2024Q3: 18 shares 18 $1.35K <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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3 shares; 2024Q2: 3 shares; 2024Q3: 3 shares 3 $1.35K <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; 2022Q4: restricted; 2023Q1: 479 shares; 2023Q2: 467 shares; 2023Q3: 467 shares; 2023Q4: 467 shares; 2024Q1: 111 shares; 2024Q2: 111 shares; 2024Q3: 111 shares 111 $1.29K <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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 27 shares; 2024Q2: 27 shares; 2024Q3: 27 shares 27 $1.28K <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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6 shares; 2024Q2: 6 shares; 2024Q3: 6 shares 6 $1.26K <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; 2022Q4: restricted; 2023Q1: 34 shares; 2023Q2: 34 shares; 2023Q3: 34 shares; 2023Q4: 34 shares; 2024Q1: 34 shares; 2024Q2: 34 shares; 2024Q3: 34 shares 34 $1.22K <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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 156 shares; 2023Q3: 156 shares; 2023Q4: 156 shares; 2024Q1: 9 shares; 2024Q2: 9 shares; 2024Q3: 9 shares 9 $1.22K <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; 2022Q4: restricted; 2023Q1: 92 shares; 2023Q2: 92 shares; 2023Q3: 92 shares; 2023Q4: 92 shares; 2024Q1: 92 shares; 2024Q2: 25 shares; 2024Q3: 25 shares 25 $1.17K <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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 15 shares; 2024Q2: 15 shares; 2024Q3: 15 shares 15 $1.16K <0.01% 0 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6 shares; 2024Q2: 6 shares; 2024Q3: 6 shares 6 $1.14K <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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 45 shares; 2024Q2: 45 shares; 2024Q3: 45 shares 45 $1.11K <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; 2022Q4: restricted; 2023Q1: 248 shares; 2023Q2: 248 shares; 2023Q3: 248 shares; 2023Q4: 248 shares; 2024Q1: 248 shares; 2024Q2: 248 shares; 2024Q3: 248 shares 248 $1.08K <0.01% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,194 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 454 shares; 2024Q2: not reported; 2024Q3: 15 shares 15 $1.02K <0.01% new 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; 2022Q4: restricted; 2023Q1: 6 shares; 2023Q2: 6 shares; 2023Q3: 6 shares; 2023Q4: 6 shares; 2024Q1: 6 shares; 2024Q2: 6 shares; 2024Q3: 6 shares 6 $984 <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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6 shares; 2024Q2: 6 shares; 2024Q3: 6 shares 6 $977 <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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 24 shares; 2024Q2: 24 shares; 2024Q3: 24 shares 24 $973 <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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 7 shares; 2024Q2: 7 shares; 2024Q3: 7 shares 7 $938 <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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 9 shares; 2024Q2: 9 shares; 2024Q3: 9 shares 9 $920 <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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6 shares; 2024Q2: 6 shares; 2024Q3: 6 shares 6 $838 <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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 20 shares; 2024Q1: 20 shares; 2024Q2: 20 shares; 2024Q3: 20 shares 20 $838 <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; 2022Q4: restricted; 2023Q1: 7 shares; 2023Q2: 7 shares; 2023Q3: 7 shares; 2023Q4: 7 shares; 2024Q1: 7 shares; 2024Q2: 7 shares; 2024Q3: 7 shares 7 $830 <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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3 shares; 2024Q2: 3 shares; 2024Q3: 3 shares 3 $809 <0.01% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 85 shares; 2023Q2: 85 shares; 2023Q3: 331 shares; 2023Q4: 331 shares; 2024Q1: 255 shares; 2024Q2: 255 shares; 2024Q3: 9 shares 9 $755 <0.01% -246 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6 shares; 2024Q2: 6 shares; 2024Q3: 6 shares 6 $739 <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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 24 shares; 2024Q2: 24 shares; 2024Q3: 24 shares 24 $737 <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; 2022Q4: restricted; 2023Q1: 129 shares; 2023Q2: 59 shares; 2023Q3: 34 shares; 2023Q4: 35 shares; 2024Q1: 35 shares; 2024Q2: 35 shares; 2024Q3: 35 shares 35 $670 <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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 9 shares; 2024Q2: 9 shares; 2024Q3: 9 shares 9 $644 <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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3 shares; 2024Q2: 3 shares; 2024Q3: 3 shares 3 $644 <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; 2022Q4: restricted; 2023Q1: 121 shares; 2023Q2: 121 shares; 2023Q3: 121 shares; 2023Q4: 121 shares; 2024Q1: 121 shares; 2024Q2: 121 shares; 2024Q3: 121 shares 121 $588 <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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6 shares; 2024Q2: 6 shares; 2024Q3: 6 shares 6 $587 <0.01% 0 Timeline QTEC 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3 shares 3 $574 <0.01% new 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 42 shares; 2024Q2: 42 shares; 2024Q3: 42 shares 42 $519 <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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6 shares; 2024Q2: 6 shares; 2024Q3: 6 shares 6 $489 <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; 2022Q4: restricted; 2023Q1: 400 shares; 2023Q2: 400 shares; 2023Q3: 569 shares; 2023Q4: 400 shares; 2024Q1: 403 shares; 2024Q2: 3 shares; 2024Q3: 3 shares 3 $482 <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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 106 shares; 2024Q2: 106 shares; 2024Q3: 6 shares 6 $443 <0.01% -100 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3 shares; 2024Q2: 3 shares; 2024Q3: 3 shares 3 $429 <0.01% 0 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 9 shares 9 $429 <0.01% new Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 14 shares; 2024Q2: 14 shares; 2024Q3: 14 shares 14 $423 <0.01% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3 shares; 2024Q2: 3 shares; 2024Q3: 3 shares 3 $406 <0.01% 0 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5 shares; 2024Q2: 5 shares; 2024Q3: 5 shares 5 $404 <0.01% 0 Timeline SCYB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7 shares 7 $377 <0.01% new Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 15 shares 15 $355 <0.01% new Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 60 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4 shares 4 $334 <0.01% new 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6 shares; 2024Q2: 6 shares; 2024Q3: 6 shares 6 $328 <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; 2022Q4: restricted; 2023Q1: 490 shares; 2023Q2: 490 shares; 2023Q3: 490 shares; 2023Q4: 490 shares; 2024Q1: 490 shares; 2024Q2: 490 shares; 2024Q3: 490 shares 490 $307 <0.01% 0 BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 11 shares; 2023Q2: 34 shares; 2023Q3: 35 shares; 2023Q4: 35 shares; 2024Q1: 35 shares; 2024Q2: 35 shares; 2024Q3: 2 shares 2 $304 <0.01% -33 Timeline 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3 shares; 2024Q2: 3 shares; 2024Q3: 3 shares 3 $290 <0.01% 0 Timeline Grayscale Bitcoin Minitrust… Grayscale Bitcoin Minitrust ETF More: the full row for Grayscale Bitcoin Minitrust ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 46 shares 46 $259 <0.01% new 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6 shares; 2024Q2: 6 shares; 2024Q3: 6 shares 6 $243 <0.01% 0 Timeline 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; 2022Q4: restricted; 2023Q1: 4 shares; 2023Q2: 4 shares; 2023Q3: 4 shares; 2023Q4: 4 shares; 2024Q1: 4 shares; 2024Q2: 4 shares; 2024Q3: 4 shares 4 $162 <0.01% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 175 shares; 2023Q2: 159 shares; 2023Q3: 159 shares; 2023Q4: 159 shares; 2024Q1: 181 shares; 2024Q2: 22 shares; 2024Q3: 0 shares 0 $132 <0.01% -22 Amount filed as zero, left out of ratios. 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1 shares; 2024Q2: 1 shares; 2024Q3: 1 shares 1 $118 <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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 123 shares; 2024Q3: 123 shares 123 $107 <0.01% 0 NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1 shares; 2024Q2: 1 shares; 2024Q3: 1 shares 1 $73 <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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 8 shares; 2024Q2: 8 shares; 2024Q3: 8 shares 8 $66 <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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 9 shares; 2023Q4: 9 shares; 2024Q1: 93 shares; 2024Q2: 0 shares; 2024Q3: 0 shares 0 $13 <0.01% 0 Amount filed as zero, left out of ratios. Timeline