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: 51,078 shares; 2023Q1: 62,851 shares; 2023Q2: 65,177 shares; 2023Q3: 70,143 shares; 2023Q4: 77,927 shares; 2024Q1: 87,813 shares; 2024Q2: 92,290 shares; 2024Q3: 96,648 shares 96,648 $51M 13.18% +4,358 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: 143,307 shares; 2023Q1: 141,914 shares; 2023Q2: 137,353 shares; 2023Q3: 136,610 shares; 2023Q4: 141,717 shares; 2024Q1: 135,875 shares; 2024Q2: 136,034 shares; 2024Q3: 134,709 shares 134,709 $31.4M 8.11% -1,325 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: 40,663 shares; 2023Q1: 41,329 shares; 2023Q2: 41,388 shares; 2023Q3: 40,618 shares; 2023Q4: 40,319 shares; 2024Q1: 39,961 shares; 2024Q2: 39,849 shares; 2024Q3: 39,053 shares 39,053 $16.8M 4.34% -796 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: 14,090 shares; 2023Q1: 14,052 shares; 2023Q2: 12,569 shares; 2023Q3: 12,560 shares; 2023Q4: 13,008 shares; 2024Q1: 12,823 shares; 2024Q2: 129,369 shares; 2024Q3: 130,947 shares 130,947 $15.9M 4.11% +1,578 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: 37,566 shares; 2023Q1: 49,656 shares; 2023Q2: 53,097 shares; 2023Q3: 58,555 shares; 2023Q4: 66,977 shares; 2024Q1: 58,848 shares; 2024Q2: 59,576 shares; 2024Q3: 61,155 shares 61,155 $14.5M 3.75% +1,579 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: 19,996 shares; 2023Q1: 19,476 shares; 2023Q2: 19,180 shares; 2023Q3: 18,957 shares; 2023Q4: 17,266 shares; 2024Q1: 102,577 shares; 2024Q2: 102,321 shares; 2024Q3: 103,759 shares 103,759 $9.95M 2.57% +1,438 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: 64,497 shares; 2023Q1: 62,616 shares; 2023Q2: 61,495 shares; 2023Q3: 60,721 shares; 2023Q4: 59,184 shares; 2024Q1: 57,472 shares; 2024Q2: 56,384 shares; 2024Q3: 56,370 shares 56,370 $9.59M 2.48% -14 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 31,985 shares; 2023Q1: 33,835 shares; 2023Q2: 82,260 shares; 2023Q3: 104,645 shares; 2023Q4: 126,912 shares; 2024Q1: 136,879 shares; 2024Q2: 146,710 shares; 2024Q3: 158,087 shares 158,087 $8.68M 2.24% +11,377 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: 48,935 shares; 2023Q1: 49,228 shares; 2023Q2: 50,237 shares; 2023Q3: 49,072 shares; 2023Q4: 48,552 shares; 2024Q1: 45,758 shares; 2024Q2: 46,372 shares; 2024Q3: 45,705 shares 45,705 $8.52M 2.2% -667 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 25,793 shares; 2023Q1: 28,198 shares; 2023Q2: 65,203 shares; 2023Q3: 82,728 shares; 2023Q4: 101,983 shares; 2024Q1: 111,650 shares; 2024Q2: 120,985 shares; 2024Q3: 125,075 shares 125,075 $7.44M 1.92% +4,090 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: 24,162 shares; 2023Q1: 24,215 shares; 2023Q2: 23,838 shares; 2023Q3: 23,772 shares; 2023Q4: 23,853 shares; 2024Q1: 23,631 shares; 2024Q2: 23,623 shares; 2024Q3: 23,731 shares 23,731 $7.23M 1.87% +108 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: 33,868 shares; 2023Q1: 33,880 shares; 2023Q2: 33,833 shares; 2023Q3: 33,510 shares; 2023Q4: 32,863 shares; 2024Q1: 32,353 shares; 2024Q2: 32,116 shares; 2024Q3: 32,488 shares 32,488 $6.74M 1.74% +372 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: 111,073 shares; 2023Q1: 105,927 shares; 2023Q2: 103,265 shares; 2023Q3: 102,690 shares; 2023Q4: 96,510 shares; 2024Q1: 95,690 shares; 2024Q2: 92,059 shares; 2024Q3: 90,890 shares 90,890 $6.7M 1.73% -1,169 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 56,990 shares; 2023Q1: 75,046 shares; 2023Q2: 77,537 shares; 2023Q3: 85,074 shares; 2023Q4: 103,610 shares; 2024Q1: 101,421 shares; 2024Q2: 105,347 shares; 2024Q3: 108,029 shares 108,029 $6.65M 1.72% +2,682 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: 13,865 shares; 2023Q1: 12,573 shares; 2023Q2: 12,497 shares; 2023Q3: 12,871 shares; 2023Q4: 11,919 shares; 2024Q1: 12,051 shares; 2024Q2: 12,074 shares; 2024Q3: 12,845 shares 12,845 $6.27M 1.62% +771 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: 21,550 shares; 2023Q1: 21,387 shares; 2023Q2: 21,142 shares; 2023Q3: 20,872 shares; 2023Q4: 20,176 shares; 2024Q1: 19,644 shares; 2024Q2: 19,348 shares; 2024Q3: 19,595 shares 19,595 $5.39M 1.39% +247 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: 11,351 shares; 2023Q1: 11,369 shares; 2023Q2: 12,358 shares; 2023Q3: 11,975 shares; 2023Q4: 11,938 shares; 2024Q1: 11,862 shares; 2024Q2: 11,446 shares; 2024Q3: 11,592 shares 11,592 $5.34M 1.38% +146 Timeline OPER 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: 56,455 shares; 2023Q1: 54,688 shares; 2023Q2: 54,161 shares; 2023Q3: 52,785 shares; 2023Q4: 49,243 shares; 2024Q1: 43,921 shares; 2024Q2: 47,619 shares; 2024Q3: 46,649 shares 46,649 $4.67M 1.21% -970 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: 18,779 shares; 2023Q1: 18,463 shares; 2023Q2: 18,604 shares; 2023Q3: 19,052 shares; 2023Q4: 18,977 shares; 2024Q1: 57,405 shares; 2024Q2: 57,276 shares; 2024Q3: 57,137 shares 57,137 $4.61M 1.19% -139 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 32,041 shares; 2023Q1: 44,363 shares; 2023Q2: 66,134 shares; 2023Q3: 66,850 shares; 2023Q4: 69,951 shares; 2024Q1: 81,846 shares; 2024Q2: 90,491 shares; 2024Q3: 83,083 shares 83,083 $4.22M 1.09% -7,408 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: 23,934 shares; 2023Q1: 24,747 shares; 2023Q2: 23,096 shares; 2023Q3: 25,421 shares; 2023Q4: 24,641 shares; 2024Q1: 25,316 shares; 2024Q2: 25,647 shares; 2024Q3: 25,343 shares 25,343 $4.2M 1.09% -304 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: 36,721 shares; 2023Q1: 36,249 shares; 2023Q2: 35,869 shares; 2023Q3: 35,821 shares; 2023Q4: 35,181 shares; 2024Q1: 34,634 shares; 2024Q2: 34,721 shares; 2024Q3: 34,771 shares 34,771 $4.07M 1.05% +50 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: 6,800 shares; 2023Q1: 6,825 shares; 2023Q2: 6,841 shares; 2023Q3: 6,855 shares; 2023Q4: 6,887 shares; 2024Q1: 6,921 shares; 2024Q2: 6,944 shares; 2024Q3: 6,960 shares 6,960 $4.01M 1.04% +16 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: 13,875 shares; 2023Q1: 14,005 shares; 2023Q2: 14,010 shares; 2023Q3: 13,552 shares; 2023Q4: 13,549 shares; 2024Q1: 13,547 shares; 2024Q2: 13,548 shares; 2024Q3: 13,472 shares 13,472 $3.65M 0.94% -76 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: 4,102 shares; 2023Q1: 4,051 shares; 2023Q2: 3,970 shares; 2023Q3: 3,961 shares; 2023Q4: 3,907 shares; 2024Q1: 3,795 shares; 2024Q2: 3,714 shares; 2024Q3: 3,788 shares 3,788 $3.6M 0.93% +74 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: 4,298 shares; 2023Q1: 4,326 shares; 2023Q2: 4,183 shares; 2023Q3: 4,208 shares; 2023Q4: 4,218 shares; 2024Q1: 4,199 shares; 2024Q2: 4,083 shares; 2024Q3: 4,053 shares 4,053 $3.59M 0.93% -30 Timeline SPRX LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 14,965 shares; 2023Q4: 64,830 shares; 2024Q1: 113,445 shares; 2024Q2: 137,075 shares; 2024Q3: 151,565 shares 151,565 $3.45M 0.89% +14,490 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: 25,450 shares; 2023Q1: 25,109 shares; 2023Q2: 24,002 shares; 2023Q3: 23,843 shares; 2023Q4: 21,971 shares; 2024Q1: 21,135 shares; 2024Q2: 20,182 shares; 2024Q3: 20,556 shares 20,556 $3.33M 0.86% +374 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: 37,990 shares; 2023Q1: 36,496 shares; 2023Q2: 35,606 shares; 2023Q3: 34,909 shares; 2023Q4: 31,734 shares; 2024Q1: 31,115 shares; 2024Q2: 29,559 shares; 2024Q3: 29,209 shares 29,209 $3.33M 0.86% -350 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: 7,322 shares; 2023Q1: 11,641 shares; 2023Q2: 12,312 shares; 2023Q3: 12,833 shares; 2023Q4: 10,040 shares; 2024Q1: 10,615 shares; 2024Q2: 11,806 shares; 2024Q3: 5,785 shares 5,785 $3.32M 0.86% -6,021 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: 575 shares; 2023Q1: not reported; 2023Q2: 598 shares; 2023Q3: 1,900 shares; 2023Q4: 2,907 shares; 2024Q1: 3,134 shares; 2024Q2: 3,207 shares; 2024Q3: 3,531 shares 3,531 $3.13M 0.81% +324 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: 3,168 shares; 2023Q1: 2,345 shares; 2023Q2: 2,427 shares; 2023Q3: 8,142 shares; 2023Q4: 11,238 shares; 2024Q1: 12,777 shares; 2024Q2: 13,183 shares; 2024Q3: 13,961 shares 13,961 $3.09M 0.8% +778 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: 17,915 shares; 2023Q1: 17,005 shares; 2023Q2: 17,249 shares; 2023Q3: 17,321 shares; 2023Q4: 17,201 shares; 2024Q1: 17,236 shares; 2024Q2: 17,294 shares; 2024Q3: 17,323 shares 17,323 $2.9M 0.75% +29 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: 2,629 shares; 2023Q1: 2,634 shares; 2023Q2: 3,318 shares; 2023Q3: 4,750 shares; 2023Q4: 4,023 shares; 2024Q1: 4,221 shares; 2024Q2: 4,407 shares; 2024Q3: 4,274 shares 4,274 $2.5M 0.65% -133 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: 15,128 shares; 2023Q1: 14,830 shares; 2023Q2: 14,723 shares; 2023Q3: 14,866 shares; 2023Q4: 12,826 shares; 2024Q1: 11,452 shares; 2024Q2: 11,253 shares; 2024Q3: 11,415 shares 11,415 $2.49M 0.64% +162 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: 1,325 shares; 2023Q1: 1,318 shares; 2023Q2: 1,313 shares; 2023Q3: 1,333 shares; 2023Q4: 1,300 shares; 2024Q1: 1,263 shares; 2024Q2: 1,261 shares; 2024Q3: 14,413 shares 14,413 $2.49M 0.64% +13,152 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: 35,318 shares; 2023Q1: 39,243 shares; 2023Q2: 42,270 shares; 2023Q3: 42,304 shares; 2023Q4: 43,902 shares; 2024Q1: 43,868 shares; 2024Q2: 43,952 shares; 2024Q3: 46,787 shares 46,787 $2.47M 0.64% +2,835 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 5,125 shares; 2023Q1: 5,104 shares; 2023Q2: 5,109 shares; 2023Q3: 5,722 shares; 2023Q4: 5,204 shares; 2024Q1: 5,542 shares; 2024Q2: 5,873 shares; 2024Q3: 7,040 shares 7,040 $2.41M 0.62% +1,167 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: 23,042 shares; 2023Q1: 22,310 shares; 2023Q2: 21,338 shares; 2023Q3: 20,775 shares; 2023Q4: 18,318 shares; 2024Q1: 18,313 shares; 2024Q2: 17,636 shares; 2024Q3: 17,525 shares 17,525 $2.37M 0.61% -111 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: 10,876 shares; 2023Q1: 10,819 shares; 2023Q2: 10,845 shares; 2023Q3: 10,952 shares; 2023Q4: 10,894 shares; 2024Q1: 10,677 shares; 2024Q2: 10,950 shares; 2024Q3: 11,184 shares 11,184 $2.36M 0.61% +234 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: 7,230 shares; 2023Q1: 7,292 shares; 2023Q2: 7,311 shares; 2023Q3: 7,298 shares; 2023Q4: 7,333 shares; 2024Q1: 36,749 shares; 2024Q2: 36,844 shares; 2024Q3: 36,863 shares 36,863 $2.3M 0.59% +19 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: 24,651 shares; 2023Q1: 28,205 shares; 2023Q2: 29,010 shares; 2023Q3: 29,714 shares; 2023Q4: 32,819 shares; 2024Q1: 28,275 shares; 2024Q2: 28,611 shares; 2024Q3: 29,162 shares 29,162 $2.28M 0.59% +551 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: 9,786 shares; 2023Q1: 9,763 shares; 2023Q2: 9,932 shares; 2023Q3: 9,531 shares; 2023Q4: 9,298 shares; 2024Q1: 8,504 shares; 2024Q2: 7,913 shares; 2024Q3: 7,883 shares 7,883 $2.22M 0.57% -30 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: 11,915 shares; 2023Q1: 11,806 shares; 2023Q2: 11,452 shares; 2023Q3: 11,353 shares; 2023Q4: 11,477 shares; 2024Q1: 10,850 shares; 2024Q2: 10,511 shares; 2024Q3: 10,690 shares 10,690 $2.21M 0.57% +179 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: 14,690 shares; 2023Q1: 14,755 shares; 2023Q2: 14,125 shares; 2023Q3: 14,328 shares; 2023Q4: 13,774 shares; 2024Q1: 14,185 shares; 2024Q2: 14,229 shares; 2024Q3: 14,474 shares 14,474 $2.13M 0.55% +245 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: 2,315 shares; 2023Q1: 2,233 shares; 2023Q2: 2,228 shares; 2023Q3: 2,228 shares; 2023Q4: 2,243 shares; 2024Q1: 3,472 shares; 2024Q2: 3,525 shares; 2024Q3: 3,631 shares 3,631 $2.08M 0.54% +106 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 10,626 shares; 2023Q1: 10,279 shares; 2023Q2: 10,068 shares; 2023Q3: 19,654 shares; 2023Q4: 18,918 shares; 2024Q1: 18,054 shares; 2024Q2: 17,911 shares; 2024Q3: 17,352 shares 17,352 $2.07M 0.53% -559 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: 4,277 shares; 2023Q1: 4,123 shares; 2023Q2: 4,127 shares; 2023Q3: 4,138 shares; 2023Q4: 4,009 shares; 2024Q1: 4,051 shares; 2024Q2: 3,861 shares; 2024Q3: 3,826 shares 3,826 $1.89M 0.49% -35 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: 6,005 shares; 2023Q1: 5,989 shares; 2023Q2: 5,197 shares; 2023Q3: 5,001 shares; 2023Q4: 4,766 shares; 2024Q1: 4,732 shares; 2024Q2: 4,403 shares; 2024Q3: 4,394 shares 4,394 $1.78M 0.46% -9 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: 10,390 shares; 2023Q1: 10,491 shares; 2023Q2: 10,491 shares; 2023Q3: 10,936 shares; 2023Q4: 11,746 shares; 2024Q1: 13,681 shares; 2024Q2: 14,061 shares; 2024Q3: 14,133 shares 14,133 $1.77M 0.46% +72 Timeline PAVE 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: 54,054 shares; 2023Q1: 50,114 shares; 2023Q2: 48,279 shares; 2023Q3: 49,143 shares; 2023Q4: 40,760 shares; 2024Q1: 37,686 shares; 2024Q2: 38,084 shares; 2024Q3: 41,452 shares 41,452 $1.71M 0.44% +3,368 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: 8,453 shares; 2023Q1: 9,555 shares; 2023Q2: 9,757 shares; 2023Q3: 10,531 shares; 2023Q4: 12,035 shares; 2024Q1: 11,813 shares; 2024Q2: 12,552 shares; 2024Q3: 14,501 shares 14,501 $1.7M 0.44% +1,949 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 34,562 shares; 2023Q1: 34,280 shares; 2023Q2: 34,666 shares; 2023Q3: 37,103 shares; 2023Q4: 39,229 shares; 2024Q1: 47,298 shares; 2024Q2: 74,268 shares; 2024Q3: 80,111 shares 80,111 $1.58M 0.41% +5,843 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: 1,082 shares; 2023Q1: 969 shares; 2023Q2: 825 shares; 2023Q3: not reported; 2023Q4: 1,069 shares; 2024Q1: 2,181 shares; 2024Q2: 3,027 shares; 2024Q3: 4,083 shares 4,083 $1.57M 0.41% +1,056 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: 24,098 shares; 2023Q1: 24,968 shares; 2023Q2: 24,822 shares; 2023Q3: 23,400 shares; 2023Q4: 22,977 shares; 2024Q1: 22,751 shares; 2024Q2: 21,903 shares; 2024Q3: 21,643 shares 21,643 $1.56M 0.4% -260 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: 5,106 shares; 2023Q1: 5,161 shares; 2023Q2: 16,176 shares; 2023Q3: 18,367 shares; 2023Q4: 18,832 shares; 2024Q1: 18,591 shares; 2024Q2: 18,191 shares; 2024Q3: 18,281 shares 18,281 $1.53M 0.4% +90 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,688 shares; 2024Q1: 3,422 shares; 2024Q2: 3,172 shares; 2024Q3: 3,237 shares 3,237 $1.51M 0.39% +65 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: 8,600 shares; 2023Q1: 8,417 shares; 2023Q2: 10,387 shares; 2023Q3: 11,532 shares; 2023Q4: 11,470 shares; 2024Q1: 11,798 shares; 2024Q2: 11,679 shares; 2024Q3: 11,700 shares 11,700 $1.47M 0.38% +21 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: 11,469 shares; 2023Q1: 9,323 shares; 2023Q2: 8,971 shares; 2023Q3: 8,532 shares; 2023Q4: 8,708 shares; 2024Q1: 8,397 shares; 2024Q2: 8,346 shares; 2024Q3: 8,341 shares 8,341 $1.44M 0.37% -5 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: 2,576 shares; 2023Q1: 2,492 shares; 2023Q2: 2,467 shares; 2023Q3: 2,436 shares; 2023Q4: 2,439 shares; 2024Q1: 2,439 shares; 2024Q2: 2,434 shares; 2024Q3: 2,530 shares 2,530 $1.44M 0.37% +96 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 29,886 shares; 2023Q1: 29,668 shares; 2023Q2: 29,658 shares; 2023Q3: 29,368 shares; 2023Q4: 29,086 shares; 2024Q1: 26,625 shares; 2024Q2: 23,866 shares; 2024Q3: 23,116 shares 23,116 $1.37M 0.35% -750 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: 4,348 shares; 2023Q1: 4,307 shares; 2023Q2: 4,306 shares; 2023Q3: 4,396 shares; 2023Q4: 4,361 shares; 2024Q1: 4,314 shares; 2024Q2: 5,084 shares; 2024Q3: 4,943 shares 4,943 $1.35M 0.35% -141 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: 934 shares; 2023Q1: 951 shares; 2023Q2: 1,152 shares; 2023Q3: 1,144 shares; 2023Q4: 1,134 shares; 2024Q1: 1,219 shares; 2024Q2: 1,257 shares; 2024Q3: 1,275 shares 1,275 $1.32M 0.34% +18 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: 5,162 shares; 2023Q1: 5,162 shares; 2023Q2: 4,663 shares; 2023Q3: 4,677 shares; 2023Q4: 5,874 shares; 2024Q1: 6,797 shares; 2024Q2: 6,713 shares; 2024Q3: 6,689 shares 6,689 $1.32M 0.34% -24 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,955 shares; 2023Q1: 2,936 shares; 2023Q2: 2,937 shares; 2023Q3: 2,863 shares; 2023Q4: 3,398 shares; 2024Q1: 3,386 shares; 2024Q2: 3,337 shares; 2024Q3: 3,340 shares 3,340 $1.31M 0.34% +3 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: not reported; 2023Q1: not reported; 2023Q2: 4,590 shares; 2023Q3: 10,355 shares; 2023Q4: 11,115 shares; 2024Q1: 11,675 shares; 2024Q2: 12,566 shares; 2024Q3: 13,513 shares 13,513 $1.19M 0.31% +947 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 7,961 shares; 2023Q1: 7,024 shares; 2023Q2: 6,856 shares; 2023Q3: 6,942 shares; 2023Q4: 6,706 shares; 2024Q1: 6,876 shares; 2024Q2: 6,703 shares; 2024Q3: 6,748 shares 6,748 $1.18M 0.3% +45 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: 32,830 shares; 2023Q1: 31,247 shares; 2023Q2: 31,248 shares; 2023Q3: 31,044 shares; 2023Q4: 27,961 shares; 2024Q1: 27,380 shares; 2024Q2: 25,034 shares; 2024Q3: 23,048 shares 23,048 $1.13M 0.29% -1,986 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 64,549 shares; 2023Q2: 74,588 shares; 2023Q3: 75,388 shares; 2023Q4: 66,946 shares; 2024Q1: 66,946 shares; 2024Q2: 144,176 shares; 2024Q3: 173,396 shares 173,396 $1.1M 0.28% +29,220 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: 12,538 shares; 2023Q1: 12,404 shares; 2023Q2: 11,796 shares; 2023Q3: 11,624 shares; 2023Q4: 11,176 shares; 2024Q1: 10,373 shares; 2024Q2: 10,350 shares; 2024Q3: 10,610 shares 10,610 $1.08M 0.28% +260 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: 41,341 shares; 2023Q1: 50,720 shares; 2023Q2: 50,563 shares; 2023Q3: 52,109 shares; 2023Q4: 39,501 shares; 2024Q1: 34,312 shares; 2024Q2: 34,832 shares; 2024Q3: 35,360 shares 35,360 $1.03M 0.27% +528 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: 6,175 shares; 2023Q1: 5,795 shares; 2023Q2: 5,461 shares; 2023Q3: 5,466 shares; 2023Q4: 5,408 shares; 2024Q1: 5,411 shares; 2024Q2: 5,051 shares; 2024Q3: 5,055 shares 5,055 $1M 0.26% +4 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: 6,856 shares; 2023Q1: 7,309 shares; 2023Q2: 8,517 shares; 2023Q3: 7,497 shares; 2023Q4: 7,917 shares; 2024Q1: 7,359 shares; 2024Q2: 8,207 shares; 2024Q3: 8,121 shares 8,121 $984K 0.25% -86 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,834 shares; 2023Q1: 2,835 shares; 2023Q2: 3,551 shares; 2023Q3: 3,394 shares; 2023Q4: 3,022 shares; 2024Q1: 2,848 shares; 2024Q2: 2,642 shares; 2024Q3: 2,698 shares 2,698 $982K 0.25% +56 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,613 shares; 2023Q1: 1,651 shares; 2023Q2: 1,647 shares; 2023Q3: 1,589 shares; 2023Q4: 1,776 shares; 2024Q1: 1,739 shares; 2024Q2: 1,723 shares; 2024Q3: 1,679 shares 1,679 $982K 0.25% -44 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: 3,123 shares; 2023Q1: 3,496 shares; 2023Q2: 3,522 shares; 2023Q3: 3,581 shares; 2023Q4: 3,611 shares; 2024Q1: 3,578 shares; 2024Q2: 3,686 shares; 2024Q3: 3,660 shares 3,660 $958K 0.25% -26 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: 5,373 shares; 2023Q1: 5,523 shares; 2023Q2: 15,507 shares; 2023Q3: 18,324 shares; 2023Q4: 18,928 shares; 2024Q1: 18,609 shares; 2024Q2: 18,747 shares; 2024Q3: 18,957 shares 18,957 $869K 0.22% +210 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: 12,642 shares; 2023Q1: 11,597 shares; 2023Q2: 10,664 shares; 2023Q3: 10,489 shares; 2023Q4: 9,666 shares; 2024Q1: 9,611 shares; 2024Q2: 7,675 shares; 2024Q3: 7,037 shares 7,037 $854K 0.22% -638 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 4,273 shares; 2023Q1: 4,854 shares; 2023Q2: 4,938 shares; 2023Q3: 5,483 shares; 2023Q4: 5,678 shares; 2024Q1: 7,435 shares; 2024Q2: 7,797 shares; 2024Q3: 8,170 shares 8,170 $827K 0.21% +373 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,138 shares; 2023Q1: 2,788 shares; 2023Q2: 3,898 shares; 2023Q3: 3,635 shares; 2023Q4: 5,077 shares; 2024Q1: 5,273 shares; 2024Q2: 5,448 shares; 2024Q3: 5,448 shares 5,448 $815K 0.21% 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: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 9,128 shares; 2024Q1: 11,539 shares; 2024Q2: 9,667 shares; 2024Q3: 9,681 shares 9,681 $812K 0.21% +14 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: 10,249 shares; 2023Q1: 9,089 shares; 2023Q2: 8,796 shares; 2023Q3: 8,796 shares; 2023Q4: 8,184 shares; 2024Q1: 8,170 shares; 2024Q2: 8,165 shares; 2024Q3: 7,745 shares 7,745 $807K 0.21% -420 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: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 3,460 shares; 2023Q4: 3,457 shares; 2024Q1: 3,516 shares; 2024Q2: 3,531 shares; 2024Q3: 4,431 shares 4,431 $770K 0.2% +900 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,555 shares; 2024Q1: 5,885 shares; 2024Q2: 5,685 shares; 2024Q3: 5,740 shares 5,740 $750K 0.19% +55 Timeline LTC LTC PPTYS INC More: the full row for LTC PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 17,580 shares; 2024Q3: 20,380 shares 20,380 $748K 0.19% +2,800 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: 24,932 shares; 2023Q1: 23,852 shares; 2023Q2: 16,019 shares; 2023Q3: 9,271 shares; 2023Q4: 8,160 shares; 2024Q1: 7,788 shares; 2024Q2: 7,625 shares; 2024Q3: 7,656 shares 7,656 $736K 0.19% +31 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: 5,711 shares; 2023Q1: 6,613 shares; 2023Q2: 6,965 shares; 2023Q3: 7,701 shares; 2023Q4: 7,789 shares; 2024Q1: 8,536 shares; 2024Q2: 8,721 shares; 2024Q3: 9,225 shares 9,225 $693K 0.18% +504 Timeline SNSR 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: 23,002 shares; 2023Q1: 22,863 shares; 2023Q2: 22,223 shares; 2023Q3: 22,088 shares; 2023Q4: 21,663 shares; 2024Q1: 18,935 shares; 2024Q2: 18,915 shares; 2024Q3: 19,772 shares 19,772 $687K 0.18% +857 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: 2,124 shares; 2023Q1: 2,354 shares; 2023Q2: 2,254 shares; 2023Q3: 2,328 shares; 2023Q4: 4,708 shares; 2024Q1: 4,727 shares; 2024Q2: 5,790 shares; 2024Q3: 5,664 shares 5,664 $643K 0.17% -126 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 8,197 shares; 2023Q1: 7,957 shares; 2023Q2: 6,672 shares; 2023Q3: 6,419 shares; 2023Q4: 4,490 shares; 2024Q1: 3,995 shares; 2024Q2: 3,831 shares; 2024Q3: 3,882 shares 3,882 $605K 0.16% +51 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: 554 shares; 2023Q1: 547 shares; 2023Q2: 574 shares; 2023Q3: 569 shares; 2023Q4: 558 shares; 2024Q1: 521 shares; 2024Q2: 521 shares; 2024Q3: 520 shares 520 $599K 0.15% -1 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 14,355 shares; 2023Q1: 14,086 shares; 2023Q2: 12,710 shares; 2023Q3: 8,493 shares; 2023Q4: 8,003 shares; 2024Q1: 10,128 shares; 2024Q2: 9,023 shares; 2024Q3: 9,498 shares 9,498 $592K 0.15% +475 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: 4,219 shares; 2023Q1: 4,004 shares; 2023Q2: 1,754 shares; 2023Q3: 2,214 shares; 2023Q4: 1,974 shares; 2024Q1: 2,724 shares; 2024Q2: 2,724 shares; 2024Q3: 3,449 shares 3,449 $587K 0.15% +725 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: 24,893 shares; 2023Q1: 22,749 shares; 2023Q2: 19,199 shares; 2023Q3: 17,143 shares; 2023Q4: 13,870 shares; 2024Q1: 13,814 shares; 2024Q2: 12,635 shares; 2024Q3: 12,205 shares 12,205 $558K 0.14% -430 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 9,675 shares; 2023Q1: 9,950 shares; 2023Q2: 12,055 shares; 2023Q3: 14,475 shares; 2023Q4: 13,635 shares; 2024Q1: 13,435 shares; 2024Q2: 13,165 shares; 2024Q3: 13,605 shares 13,605 $543K 0.14% +440 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: 1,060 shares; 2023Q1: 1,070 shares; 2023Q2: 2,242 shares; 2023Q3: 2,242 shares; 2023Q4: 2,242 shares; 2024Q1: 2,242 shares; 2024Q2: 2,171 shares; 2024Q3: 2,206 shares 2,206 $541K 0.14% +35 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 20,064 shares 20,064 $524K 0.14% new Timeline KBR KBR INC More: the full row for KBR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 7,994 shares; 2024Q2: 7,994 shares; 2024Q3: 7,994 shares 7,994 $521K 0.13% 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: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,585 shares; 2024Q3: 8,960 shares 8,960 $516K 0.13% +4,375 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: 1,286 shares; 2023Q1: 1,257 shares; 2023Q2: 855 shares; 2023Q3: 859 shares; 2023Q4: 855 shares; 2024Q1: 855 shares; 2024Q2: 827 shares; 2024Q3: 828 shares 828 $512K 0.13% +1 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: 17,680 shares; 2023Q1: 17,043 shares; 2023Q2: 16,071 shares; 2023Q3: 15,127 shares; 2023Q4: 10,813 shares; 2024Q1: 10,344 shares; 2024Q2: 9,135 shares; 2024Q3: 8,806 shares 8,806 $497K 0.13% -329 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: not reported; 2023Q1: not reported; 2023Q2: 3,639 shares; 2023Q3: 4,409 shares; 2023Q4: 4,379 shares; 2024Q1: 4,379 shares; 2024Q2: 4,304 shares; 2024Q3: 4,297 shares 4,297 $473K 0.12% -7 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: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,988 shares; 2023Q4: 1,984 shares; 2024Q1: 1,767 shares; 2024Q2: 1,768 shares; 2024Q3: 1,768 shares 1,768 $460K 0.12% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,179 shares; 2023Q3: 1,924 shares; 2023Q4: 1,924 shares; 2024Q1: 1,846 shares; 2024Q2: 1,854 shares; 2024Q3: 1,846 shares 1,846 $459K 0.12% -8 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: 25,779 shares; 2023Q1: 21,712 shares; 2023Q2: 20,928 shares; 2023Q3: 19,689 shares; 2023Q4: 15,634 shares; 2024Q1: 15,728 shares; 2024Q2: 16,594 shares; 2024Q3: 19,163 shares 19,163 $450K 0.12% +2,569 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 566 shares; 2023Q3: 592 shares; 2023Q4: 590 shares; 2024Q1: 567 shares; 2024Q2: 696 shares; 2024Q3: 851 shares 851 $441K 0.11% +155 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: 6,284 shares; 2023Q1: 6,284 shares; 2023Q2: 6,284 shares; 2023Q3: 6,284 shares; 2023Q4: 5,884 shares; 2024Q1: 5,884 shares; 2024Q2: 5,884 shares; 2024Q3: 5,350 shares 5,350 $430K 0.11% -534 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: 1,558 shares; 2023Q1: 1,518 shares; 2023Q2: 1,502 shares; 2023Q3: 1,533 shares; 2023Q4: 1,514 shares; 2024Q1: 1,214 shares; 2024Q2: 1,214 shares; 2024Q3: 1,214 shares 1,214 $429K 0.11% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 9,141 shares; 2023Q1: 9,571 shares; 2023Q2: 10,552 shares; 2023Q3: 10,829 shares; 2023Q4: 11,726 shares; 2024Q1: 8,623 shares; 2024Q2: 8,702 shares; 2024Q3: 8,815 shares 8,815 $422K 0.11% +113 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: 5,032 shares; 2023Q1: 4,527 shares; 2023Q2: 4,058 shares; 2023Q3: 3,008 shares; 2023Q4: 3,472 shares; 2024Q1: 1,119 shares; 2024Q2: 1,119 shares; 2024Q3: 1,119 shares 1,119 $420K 0.11% 0 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,366 shares; 2024Q3: 3,631 shares 3,631 $418K 0.11% +265 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 15,900 shares; 2023Q1: 14,432 shares; 2023Q2: 14,243 shares; 2023Q3: 15,574 shares; 2023Q4: 16,125 shares; 2024Q1: 14,271 shares; 2024Q2: 14,551 shares; 2024Q3: 15,775 shares 15,775 $396K 0.1% +1,224 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,900 shares; 2024Q2: 1,900 shares; 2024Q3: 1,900 shares 1,900 $384K 0.1% 0 Timeline INSW INTERNATIONAL SEAWAYS INC More: the full row for INTERNATIONAL SEAWAYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7,395 shares 7,395 $381K 0.1% new 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: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,496 shares; 2024Q2: 4,496 shares; 2024Q3: 4,520 shares 4,520 $379K 0.1% +24 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 11,705 shares; 2024Q2: 17,806 shares; 2024Q3: 23,439 shares 23,439 $376K 0.1% +5,633 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: 1,512 shares; 2023Q1: 1,466 shares; 2023Q2: 1,466 shares; 2023Q3: 1,421 shares; 2023Q4: 1,471 shares; 2024Q1: 1,518 shares; 2024Q2: 1,372 shares; 2024Q3: 1,372 shares 1,372 $372K 0.1% 0 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 4,524 shares; 2023Q1: 4,524 shares; 2023Q2: 4,524 shares; 2023Q3: 4,524 shares; 2023Q4: 4,496 shares; 2024Q1: 4,496 shares; 2024Q2: 4,496 shares; 2024Q3: 4,496 shares 4,496 $372K 0.1% 0 Timeline SFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 13,305 shares 13,305 $356K 0.09% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,565 shares 5,565 $353K 0.09% new 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: 14,722 shares; 2023Q1: 14,050 shares; 2023Q2: 8,672 shares; 2023Q3: 6,746 shares; 2023Q4: 8,709 shares; 2024Q1: 6,954 shares; 2024Q2: 6,836 shares; 2024Q3: 7,786 shares 7,786 $350K 0.09% +950 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,054 shares; 2024Q1: 3,215 shares; 2024Q2: 3,215 shares; 2024Q3: 3,318 shares 3,318 $344K 0.09% +103 Timeline SANDY SPRING BANCORP INC SANDY SPRING BANCORP INC More: the full row for SANDY SPRING BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 9,943 shares; 2023Q1: 9,943 shares; 2023Q2: 10,943 shares; 2023Q3: 10,943 shares; 2023Q4: 10,943 shares; 2024Q1: 10,943 shares; 2024Q2: 10,943 shares; 2024Q3: 10,943 shares 10,943 $343K 0.09% 0 IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,525 shares; 2023Q1: 1,530 shares; 2023Q2: 1,535 shares; 2023Q3: 1,535 shares; 2023Q4: 1,548 shares; 2024Q1: 1,553 shares; 2024Q2: 1,560 shares; 2024Q3: 1,560 shares 1,560 $308K 0.08% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 5,827 shares; 2023Q1: 6,379 shares; 2023Q2: 5,955 shares; 2023Q3: 5,341 shares; 2023Q4: 4,933 shares; 2024Q1: 5,020 shares; 2024Q2: 5,243 shares; 2024Q3: 5,337 shares 5,337 $306K 0.08% +94 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: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 395 shares; 2024Q1: 395 shares; 2024Q2: 395 shares; 2024Q3: 395 shares 395 $306K 0.08% 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: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 13,956 shares; 2024Q1: 19,282 shares; 2024Q2: 14,463 shares; 2024Q3: 14,463 shares 14,463 $303K 0.08% 0 Timeline PIFI 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: 3,903 shares; 2023Q1: 5,091 shares; 2023Q2: 3,395 shares; 2023Q3: 3,295 shares; 2023Q4: 4,244 shares; 2024Q1: 3,090 shares; 2024Q2: 3,154 shares; 2024Q3: 3,165 shares 3,165 $301K 0.08% +11 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: 1,530 shares; 2023Q1: 1,546 shares; 2023Q2: 1,516 shares; 2023Q3: not reported; 2023Q4: 1,500 shares; 2024Q1: 1,500 shares; 2024Q2: 1,905 shares; 2024Q3: 1,905 shares 1,905 $293K 0.08% 0 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 8,955 shares; 2023Q1: 8,955 shares; 2023Q2: 8,955 shares; 2023Q3: 8,955 shares; 2023Q4: 8,955 shares; 2024Q1: 6,977 shares; 2024Q2: 6,977 shares; 2024Q3: 6,977 shares 6,977 $291K 0.08% 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: 6,385 shares; 2023Q1: 6,160 shares; 2023Q2: 6,162 shares; 2023Q3: 8,800 shares; 2023Q4: 8,601 shares; 2024Q1: 8,141 shares; 2024Q2: 7,842 shares; 2024Q3: 6,913 shares 6,913 $289K 0.07% -929 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: 8,088 shares; 2023Q1: 8,088 shares; 2023Q2: 8,265 shares; 2023Q3: 8,265 shares; 2023Q4: 8,265 shares; 2024Q1: 8,265 shares; 2024Q2: 8,265 shares; 2024Q3: 8,265 shares 8,265 $285K 0.07% 0 Timeline APLE APPLE HOSPITALITY REIT INC More: the full row for APPLE HOSPITALITY REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 15,130 shares; 2023Q3: 15,630 shares; 2023Q4: 16,730 shares; 2024Q1: 16,930 shares; 2024Q2: 19,205 shares; 2024Q3: 19,205 shares 19,205 $285K 0.07% 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: 6,496 shares; 2023Q1: 8,615 shares; 2023Q2: 8,361 shares; 2023Q3: 8,387 shares; 2023Q4: 7,609 shares; 2024Q1: 7,561 shares; 2024Q2: 7,064 shares; 2024Q3: 7,066 shares 7,066 $280K 0.07% +2 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: 429 shares; 2023Q1: 546 shares; 2023Q2: 526 shares; 2023Q3: 526 shares; 2023Q4: 527 shares; 2024Q1: 527 shares; 2024Q2: 528 shares; 2024Q3: 531 shares 531 $280K 0.07% +3 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: not reported; 2023Q1: 910 shares; 2023Q2: 910 shares; 2023Q3: 910 shares; 2023Q4: 885 shares; 2024Q1: 885 shares; 2024Q2: 885 shares; 2024Q3: 885 shares 885 $278K 0.07% 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: 5,284 shares; 2023Q1: 5,285 shares; 2023Q2: 5,286 shares; 2023Q3: 5,311 shares; 2023Q4: 5,288 shares; 2024Q1: 5,289 shares; 2024Q2: 5,090 shares; 2024Q3: 5,091 shares 5,091 $271K 0.07% +1 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: 8,736 shares; 2023Q1: 5,448 shares; 2023Q2: 4,683 shares; 2023Q3: 4,549 shares; 2023Q4: 4,478 shares; 2024Q1: 4,440 shares; 2024Q2: 4,440 shares; 2024Q3: 4,317 shares 4,317 $271K 0.07% -123 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: 1,820 shares; 2023Q1: 1,822 shares; 2023Q2: 1,788 shares; 2023Q3: 1,789 shares; 2023Q4: 1,750 shares; 2024Q1: 1,655 shares; 2024Q2: 1,657 shares; 2024Q3: 1,658 shares 1,658 $270K 0.07% +1 Timeline CODI COMPASS DIVERSIFIED More: the full row for COMPASS DIVERSIFIED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 13,100 shares; 2023Q1: 13,075 shares; 2023Q2: 11,575 shares; 2023Q3: 12,175 shares; 2023Q4: 12,175 shares; 2024Q1: 12,175 shares; 2024Q2: 12,175 shares; 2024Q3: 12,175 shares 12,175 $269K 0.07% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,114 shares; 2023Q1: 3,115 shares; 2023Q2: 3,090 shares; 2023Q3: 3,191 shares; 2023Q4: 3,082 shares; 2024Q1: 2,363 shares; 2024Q2: 2,313 shares; 2024Q3: 2,264 shares 2,264 $266K 0.07% -49 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,440 shares; 2023Q1: 2,093 shares; 2023Q2: 1,623 shares; 2023Q3: 1,638 shares; 2023Q4: 1,608 shares; 2024Q1: 1,742 shares; 2024Q2: 1,797 shares; 2024Q3: 930 shares 930 $261K 0.07% -867 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: 4,003 shares; 2023Q1: 4,003 shares; 2023Q2: 1,818 shares; 2023Q3: 1,818 shares; 2023Q4: 1,818 shares; 2024Q1: 1,818 shares; 2024Q2: 1,772 shares; 2024Q3: 1,772 shares 1,772 $259K 0.07% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,251 shares; 2023Q1: 1,251 shares; 2023Q2: 1,001 shares; 2023Q3: not reported; 2023Q4: 1,657 shares; 2024Q1: 1,657 shares; 2024Q2: 1,693 shares; 2024Q3: 1,693 shares 1,693 $257K 0.07% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,040 shares; 2023Q1: 1,961 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,860 shares 1,860 $254K 0.07% new 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: 3,756 shares; 2023Q1: 3,306 shares; 2023Q2: 2,138 shares; 2023Q3: not reported; 2023Q4: 2,138 shares; 2024Q1: 2,138 shares; 2024Q2: 2,138 shares; 2024Q3: 2,138 shares 2,138 $251K 0.06% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,240 shares 4,240 $244K 0.06% new 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: 1,536 shares; 2023Q1: 1,848 shares; 2023Q2: 1,574 shares; 2023Q3: 1,415 shares; 2023Q4: 1,340 shares; 2024Q1: 1,001 shares; 2024Q2: 1,001 shares; 2024Q3: 1,001 shares 1,001 $244K 0.06% 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: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6,125 shares; 2024Q2: 5,670 shares; 2024Q3: 5,670 shares 5,670 $243K 0.06% 0 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 12,925 shares; 2023Q1: 12,550 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,612 shares 2,612 $238K 0.06% new Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,122 shares 2,122 $237K 0.06% new 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: 1,196 shares; 2023Q1: 933 shares; 2023Q2: 929 shares; 2023Q3: not reported; 2023Q4: 877 shares; 2024Q1: 877 shares; 2024Q2: 877 shares; 2024Q3: 877 shares 877 $235K 0.06% 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: 4,177 shares; 2023Q1: 3,177 shares; 2023Q2: 3,177 shares; 2023Q3: 3,177 shares; 2023Q4: 2,833 shares; 2024Q1: 2,833 shares; 2024Q2: 2,683 shares; 2024Q3: 2,668 shares 2,668 $234K 0.06% -15 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: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,433 shares; 2024Q3: 1,351 shares 1,351 $230K 0.06% -82 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,161 shares; 2024Q2: 3,171 shares; 2024Q3: 3,171 shares 3,171 $229K 0.06% 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: 1,030 shares; 2023Q1: 1,000 shares; 2023Q2: 1,000 shares; 2023Q3: 1,000 shares; 2023Q4: 1,000 shares; 2024Q1: 650 shares; 2024Q2: 650 shares; 2024Q3: 630 shares 630 $228K 0.06% -20 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,625 shares 4,625 $227K 0.06% new 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: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 672 shares; 2024Q1: 672 shares; 2024Q2: 530 shares; 2024Q3: 530 shares 530 $224K 0.06% 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: 911 shares; 2023Q1: 922 shares; 2023Q2: 927 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 690 shares 690 $224K 0.06% new Timeline CHCO CITY HLDG CO More: the full row for CITY HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,902 shares; 2024Q1: not reported; 2024Q2: 1,902 shares; 2024Q3: 1,902 shares 1,902 $223K 0.06% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,565 shares; 2023Q1: 1,395 shares; 2023Q2: 1,395 shares; 2023Q3: 1,373 shares; 2023Q4: 563 shares; 2024Q1: 538 shares; 2024Q2: 449 shares; 2024Q3: 449 shares 449 $222K 0.06% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,150 shares; 2024Q3: 1,150 shares 1,150 $221K 0.06% 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: 6,083 shares; 2023Q1: 6,093 shares; 2023Q2: 6,012 shares; 2023Q3: 6,023 shares; 2023Q4: 6,035 shares; 2024Q1: 5,393 shares; 2024Q2: not reported; 2024Q3: 5,420 shares 5,420 $220K 0.06% new 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: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 663 shares 663 $213K 0.06% new 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: 1,828 shares; 2023Q1: 1,828 shares; 2023Q2: 1,578 shares; 2023Q3: not reported; 2023Q4: 1,498 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,448 shares 1,448 $211K 0.05% new Timeline MGC 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: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,000 shares 1,000 $207K 0.05% new 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: 1,613 shares; 2023Q1: 1,613 shares; 2023Q2: 1,591 shares; 2023Q3: 1,555 shares; 2023Q4: not reported; 2024Q1: 848 shares; 2024Q2: not reported; 2024Q3: 783 shares 783 $207K 0.05% new 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: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,187 shares 2,187 $205K 0.05% new 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: 1,148 shares; 2023Q1: 1,148 shares; 2023Q2: 1,094 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 717 shares 717 $204K 0.05% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 5,471 shares; 2023Q1: 4,475 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,831 shares 2,831 $203K 0.05% new Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,172 shares 2,172 $202K 0.05% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 5,296 shares; 2023Q1: 5,287 shares; 2023Q2: 5,244 shares; 2023Q3: 5,069 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,471 shares 3,471 $201K 0.05% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,722 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,248 shares 1,248 $201K 0.05% new 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: 13,302 shares; 2023Q1: 14,197 shares; 2023Q2: 15,469 shares; 2023Q3: 15,718 shares; 2023Q4: 16,302 shares; 2024Q1: 16,104 shares; 2024Q2: 16,646 shares; 2024Q3: 16,405 shares 16,405 $173K 0.04% -241 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 12,427 shares; 2023Q1: 12,664 shares; 2023Q2: 12,904 shares; 2023Q3: 13,145 shares; 2023Q4: 13,409 shares; 2024Q1: 13,746 shares; 2024Q2: 12,542 shares; 2024Q3: 13,235 shares 13,235 $115K 0.03% +693 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 10,703 shares 10,703 $58.8K 0.02% new Timeline