INVESTMENT MANAGERS SER TR I INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 15,394 shares; 2023Q4: 11,971 shares; 2024Q1: 12,046 shares; 2024Q2: 11,304 shares 11,304 $409K 0.03% -742 CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 16,418 shares; 2023Q4: 15,818 shares; 2024Q1: 15,455 shares; 2024Q2: 13,780 shares 13,780 $408K 0.03% -1,675 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 106 shares; 2023Q4: 167 shares; 2024Q1: 4,216 shares; 2024Q2: 5,477 shares 5,477 $406K 0.03% +1,261 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 606 shares; 2023Q4: 616 shares; 2024Q1: 5,053 shares; 2024Q2: 6,835 shares 6,835 $405K 0.03% +1,782 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,550 shares; 2023Q4: 1,469 shares; 2024Q1: 1,520 shares; 2024Q2: 1,349 shares 1,349 $403K 0.03% -171 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,270 shares; 2023Q4: 1,416 shares; 2024Q1: 1,597 shares; 2024Q2: 1,539 shares 1,539 $401K 0.03% -58 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 8,780 shares; 2023Q4: 10,829 shares; 2024Q1: 7,991 shares; 2024Q2: 7,439 shares 7,439 $394K 0.02% -552 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,647 shares; 2023Q4: 5,330 shares; 2024Q1: 5,834 shares; 2024Q2: 5,871 shares 5,871 $392K 0.02% +37 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,253 shares; 2023Q4: 1,539 shares; 2024Q1: 1,517 shares; 2024Q2: 1,492 shares 1,492 $392K 0.02% -25 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,815 shares; 2023Q4: 3,420 shares; 2024Q1: 3,695 shares; 2024Q2: 7,659 shares 7,659 $391K 0.02% +3,964 Timeline FSEP 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 9,347 shares; 2023Q4: 9,326 shares; 2024Q1: 16,566 shares; 2024Q2: 8,941 shares 8,941 $391K 0.02% -7,625 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 636 shares; 2023Q4: 935 shares; 2024Q1: 1,148 shares; 2024Q2: 1,431 shares 1,431 $388K 0.02% +283 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,788 shares; 2023Q4: 1,489 shares; 2024Q1: 1,482 shares; 2024Q2: 1,549 shares 1,549 $387K 0.02% +67 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 11,942 shares; 2023Q4: 12,332 shares; 2024Q1: 11,599 shares; 2024Q2: 10,130 shares 10,130 $387K 0.02% -1,469 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 87 shares; 2023Q4: 87 shares; 2024Q1: 1,390 shares; 2024Q2: 1,844 shares 1,844 $384K 0.02% +454 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,525 shares; 2023Q4: 4,425 shares; 2024Q1: 4,360 shares; 2024Q2: 3,950 shares 3,950 $382K 0.02% -410 Timeline FCG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 13,992 shares; 2023Q4: 14,114 shares; 2024Q1: 14,143 shares; 2024Q2: 14,300 shares 14,300 $380K 0.02% +157 Timeline ESAB ESAB CORPORATION More: the full row for ESAB CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,801 shares; 2023Q4: 2,541 shares; 2024Q1: 2,949 shares; 2024Q2: 4,014 shares 4,014 $379K 0.02% +1,065 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 17,836 shares; 2023Q4: 22,223 shares; 2024Q1: 24,087 shares; 2024Q2: 24,087 shares 24,087 $379K 0.02% 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,909 shares; 2023Q4: 3,727 shares; 2024Q1: 3,805 shares; 2024Q2: 3,778 shares 3,778 $373K 0.02% -27 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,354 shares; 2023Q4: 5,645 shares; 2024Q1: 5,835 shares; 2024Q2: 5,051 shares 5,051 $372K 0.02% -784 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 8,365 shares; 2023Q4: 6,101 shares; 2024Q1: 5,208 shares; 2024Q2: 6,078 shares 6,078 $359K 0.02% +870 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 12,232 shares; 2023Q4: 10,874 shares; 2024Q1: 10,874 shares; 2024Q2: 10,874 shares 10,874 $357K 0.02% 0 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,161 shares; 2023Q4: 2,662 shares; 2024Q1: 19,121 shares; 2024Q2: 16,904 shares 16,904 $355K 0.02% -2,217 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 23,503 shares; 2023Q4: 23,096 shares; 2024Q1: 25,522 shares; 2024Q2: 37,655 shares 37,655 $352K 0.02% +12,133 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 11,961 shares; 2023Q4: 11,261 shares; 2024Q1: 11,111 shares; 2024Q2: 10,890 shares 10,890 $351K 0.02% -221 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 39 shares; 2023Q4: 651 shares; 2024Q1: 779 shares; 2024Q2: 756 shares 756 $350K 0.02% -23 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 15,306 shares; 2023Q4: 16,565 shares; 2024Q1: 16,675 shares; 2024Q2: 17,073 shares 17,073 $349K 0.02% +398 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 15,608 shares; 2023Q4: 18,078 shares; 2024Q1: 3,581 shares; 2024Q2: 3,152 shares 3,152 $349K 0.02% -429 Timeline BBHY J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,729 shares; 2023Q4: 2,994 shares; 2024Q1: 3,447 shares; 2024Q2: 7,574 shares 7,574 $346K 0.02% +4,127 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 0 shares; 2024Q1: 15,082 shares; 2024Q2: 16,827 shares 16,827 $345K 0.02% +1,745 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,253 shares; 2023Q4: 2,877 shares; 2024Q1: 3,211 shares; 2024Q2: 3,367 shares 3,367 $344K 0.02% +156 Timeline APIE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,264 shares; 2023Q4: 3,348 shares; 2024Q1: 3,929 shares; 2024Q2: 12,088 shares 12,088 $344K 0.02% +8,159 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 287 shares; 2023Q4: 463 shares; 2024Q1: 1,908 shares; 2024Q2: 2,546 shares 2,546 $343K 0.02% +638 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 13,324 shares; 2023Q4: 13,433 shares; 2024Q1: 13,522 shares; 2024Q2: 13,618 shares 13,618 $342K 0.02% +96 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,949 shares; 2023Q4: 7,000 shares; 2024Q1: 6,966 shares; 2024Q2: 7,075 shares 7,075 $340K 0.02% +109 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,901 shares; 2023Q4: 4,478 shares; 2024Q1: 4,367 shares; 2024Q2: 4,947 shares 4,947 $339K 0.02% +580 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 414 shares; 2023Q4: 416 shares; 2024Q1: 417 shares; 2024Q2: 3,507 shares 3,507 $339K 0.02% +3,090 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,016 shares; 2023Q4: 3,558 shares; 2024Q1: 3,492 shares; 2024Q2: 3,221 shares 3,221 $337K 0.02% -271 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,134 shares; 2023Q4: 4,188 shares; 2024Q1: 3,863 shares; 2024Q2: 3,443 shares 3,443 $335K 0.02% -420 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 66,988 shares; 2023Q4: 13,006 shares; 2024Q1: 5,471 shares; 2024Q2: 4,900 shares 4,900 $334K 0.02% -571 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 344 shares; 2023Q4: 342 shares; 2024Q1: 307 shares; 2024Q2: 316 shares 316 $334K 0.02% +9 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 253 shares; 2023Q4: 4,071 shares; 2024Q1: 5,869 shares; 2024Q2: 6,104 shares 6,104 $333K 0.02% +235 Timeline BARRICK GOLD CORP BARRICK GOLD CORP More: the full row for BARRICK GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 11,411 shares; 2023Q4: 9,896 shares; 2024Q1: 9,742 shares; 2024Q2: 19,925 shares 19,925 $332K 0.02% +10,183 PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,261 shares; 2023Q4: 4,176 shares; 2024Q1: 5,500 shares; 2024Q2: 5,670 shares 5,670 $329K 0.02% +170 Timeline QSPT 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 10,708 shares; 2023Q4: 44,280 shares; 2024Q1: 13,041 shares; 2024Q2: 12,636 shares 12,636 $329K 0.02% -405 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 223 shares; 2023Q4: 215 shares; 2024Q1: 245 shares; 2024Q2: 795 shares 795 $327K 0.02% +550 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,630 shares; 2023Q4: 2,116 shares; 2024Q1: 2,048 shares; 2024Q2: 2,027 shares 2,027 $325K 0.02% -21 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,301 shares; 2023Q4: 6,486 shares; 2024Q1: 6,771 shares; 2024Q2: 5,857 shares 5,857 $325K 0.02% -914 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,864 shares; 2023Q4: 5,561 shares; 2024Q1: 5,561 shares; 2024Q2: 5,518 shares 5,518 $325K 0.02% -43 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,568 shares; 2023Q4: 8,308 shares; 2024Q1: 7,877 shares; 2024Q2: 7,677 shares 7,677 $324K 0.02% -200 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,047 shares; 2023Q4: 2,993 shares; 2024Q1: 3,097 shares; 2024Q2: 2,293 shares 2,293 $324K 0.02% -804 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,342 shares; 2023Q4: 4,342 shares; 2024Q1: 4,908 shares; 2024Q2: 4,983 shares 4,983 $324K 0.02% +75 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,072 shares; 2023Q4: 6,051 shares; 2024Q1: 6,384 shares; 2024Q2: 5,999 shares 5,999 $322K 0.02% -385 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,582 shares; 2023Q4: 2,383 shares; 2024Q1: 2,285 shares; 2024Q2: 2,281 shares 2,281 $321K 0.02% -4 Timeline DV DOUBLEVERIFY HLDGS INC More: the full row for DOUBLEVERIFY HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 501 shares; 2023Q4: 11,675 shares; 2024Q1: 13,476 shares; 2024Q2: 16,500 shares 16,500 $321K 0.02% +3,024 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,815 shares; 2023Q4: 4,988 shares; 2024Q1: 5,394 shares; 2024Q2: 5,352 shares 5,352 $321K 0.02% -42 Timeline SYBT STOCK YDS BANCORP INC More: the full row for STOCK YDS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,005 shares; 2023Q4: 6,405 shares; 2024Q1: 6,405 shares; 2024Q2: 6,405 shares 6,405 $320K 0.02% 0 Timeline TEX TEREX CORP NEW More: the full row for TEREX CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,613 shares; 2023Q4: 3,596 shares; 2024Q1: 4,208 shares; 2024Q2: 5,836 shares 5,836 $320K 0.02% +1,628 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 12,182 shares; 2023Q4: 13,327 shares; 2024Q1: 13,578 shares; 2024Q2: 19,730 shares 19,730 $320K 0.02% +6,152 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 8,206 shares; 2023Q4: 8,436 shares; 2024Q1: 5,066 shares; 2024Q2: 4,957 shares 4,957 $317K 0.02% -109 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,217 shares; 2023Q4: 4,972 shares; 2024Q1: 4,525 shares; 2024Q2: 4,570 shares 4,570 $317K 0.02% +45 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,934 shares; 2023Q4: 4,775 shares; 2024Q1: 4,791 shares; 2024Q2: 5,868 shares 5,868 $316K 0.02% +1,077 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 777 shares; 2023Q4: 3,233 shares; 2024Q1: 4,138 shares; 2024Q2: 4,683 shares 4,683 $316K 0.02% +545 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,703 shares; 2023Q4: 4,758 shares; 2024Q1: 5,062 shares; 2024Q2: 4,987 shares 4,987 $315K 0.02% -75 Timeline CWS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,984 shares; 2023Q4: 7,061 shares; 2024Q1: 4,943 shares; 2024Q2: 5,065 shares 5,065 $315K 0.02% +122 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,676 shares; 2023Q4: 4,066 shares; 2024Q1: 3,631 shares; 2024Q2: 3,449 shares 3,449 $314K 0.02% -182 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,777 shares; 2023Q4: 1,776 shares; 2024Q1: 1,779 shares; 2024Q2: 1,781 shares 1,781 $311K 0.02% +2 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,139 shares; 2023Q4: 1,533 shares; 2024Q1: 1,787 shares; 2024Q2: 2,385 shares 2,385 $310K 0.02% +598 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,718 shares; 2023Q4: 4,272 shares; 2024Q1: 4,637 shares; 2024Q2: 4,947 shares 4,947 $310K 0.02% +310 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,056 shares; 2023Q4: 1,464 shares; 2024Q1: 1,776 shares; 2024Q2: 2,233 shares 2,233 $309K 0.02% +457 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,823 shares; 2023Q4: 5,901 shares; 2024Q1: 5,977 shares; 2024Q2: 6,051 shares 6,051 $309K 0.02% +74 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,225 shares; 2023Q4: 9,050 shares; 2024Q1: 8,700 shares; 2024Q2: 9,100 shares 9,100 $309K 0.02% +400 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 533 shares; 2023Q4: 510 shares; 2024Q1: 446 shares; 2024Q2: 373 shares 373 $307K 0.02% -73 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,023 shares; 2023Q4: 3,698 shares; 2024Q1: 2,676 shares; 2024Q2: 2,473 shares 2,473 $306K 0.02% -203 Timeline DFEB 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 35,258 shares; 2023Q4: 30,434 shares; 2024Q1: 8,220 shares; 2024Q2: 7,562 shares 7,562 $305K 0.02% -658 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,800 shares; 2023Q4: 2,515 shares; 2024Q1: 3,032 shares; 2024Q2: 4,606 shares 4,606 $305K 0.02% +1,574 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 9,682 shares; 2023Q4: 5,520 shares; 2024Q1: 5,802 shares; 2024Q2: 6,249 shares 6,249 $303K 0.02% +447 Timeline NWS NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 0 shares; 2024Q1: 7,856 shares; 2024Q2: 10,642 shares 10,642 $302K 0.02% +2,786 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,014 shares; 2023Q4: 5,305 shares; 2024Q1: 5,399 shares; 2024Q2: 2,235 shares 2,235 $302K 0.02% -3,164 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 8,223 shares; 2023Q4: 8,021 shares; 2024Q1: 5,606 shares; 2024Q2: 4,566 shares 4,566 $301K 0.02% -1,040 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,586 shares; 2023Q4: 3,796 shares; 2024Q1: 3,678 shares; 2024Q2: 3,366 shares 3,366 $301K 0.02% -312 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,545 shares; 2023Q4: 1,329 shares; 2024Q1: 1,424 shares; 2024Q2: 1,454 shares 1,454 $298K 0.02% +30 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,122 shares; 2023Q4: 8,713 shares; 2024Q1: 8,663 shares; 2024Q2: 7,660 shares 7,660 $298K 0.02% -1,003 Timeline MBLY MOBILEYE GLOBAL INC More: the full row for MOBILEYE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 11,769 shares; 2024Q2: 10,490 shares 10,490 $295K 0.02% -1,279 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 9,957 shares; 2023Q4: 7,787 shares; 2024Q1: 7,870 shares; 2024Q2: 7,596 shares 7,596 $292K 0.02% -274 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,883 shares; 2023Q4: 8,069 shares; 2024Q1: 11,213 shares; 2024Q2: 8,246 shares 8,246 $292K 0.02% -2,967 Timeline FMF FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,529 shares; 2023Q4: 5,849 shares; 2024Q1: 6,419 shares; 2024Q2: 5,983 shares 5,983 $291K 0.02% -436 Timeline XSEP 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,136 shares; 2023Q4: 7,446 shares; 2024Q1: 7,446 shares; 2024Q2: 7,706 shares 7,706 $291K 0.02% +260 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,271 shares; 2023Q4: 2,347 shares; 2024Q1: 2,380 shares; 2024Q2: 2,419 shares 2,419 $289K 0.02% +39 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 12,635 shares; 2023Q4: 13,599 shares; 2024Q1: 11,651 shares; 2024Q2: 11,411 shares 11,411 $285K 0.02% -240 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,254 shares; 2023Q4: 2,198 shares; 2024Q1: 2,273 shares; 2024Q2: 2,300 shares 2,300 $284K 0.02% +27 Timeline SLRC SLR INVESTMENT CORP More: the full row for SLR INVESTMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 15,546 shares; 2023Q4: 16,309 shares; 2024Q1: 18,077 shares; 2024Q2: 17,661 shares 17,661 $284K 0.02% -416 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 704 shares; 2023Q4: 681 shares; 2024Q1: 727 shares; 2024Q2: 726 shares 726 $282K 0.02% -1 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 231 shares; 2023Q4: 195 shares; 2024Q1: 3,233 shares; 2024Q2: 3,581 shares 3,581 $282K 0.02% +348 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,900 shares; 2023Q4: 7,900 shares; 2024Q1: 7,900 shares; 2024Q2: 7,833 shares 7,833 $282K 0.02% -67 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 29,520 shares; 2023Q4: 4,584 shares; 2024Q1: 4,428 shares; 2024Q2: 4,435 shares 4,435 $281K 0.02% +7 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 211 shares; 2023Q4: 235 shares; 2024Q1: 347 shares; 2024Q2: 424 shares 424 $279K 0.02% +77 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,397 shares; 2023Q4: 2,514 shares; 2024Q1: 2,670 shares; 2024Q2: 2,262 shares 2,262 $277K 0.02% -408 Timeline FTQI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 15,851 shares; 2023Q4: 9,062 shares; 2024Q1: 10,659 shares; 2024Q2: 13,476 shares 13,476 $275K 0.02% +2,817 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,688 shares; 2023Q4: 2,600 shares; 2024Q1: 2,881 shares; 2024Q2: 3,052 shares 3,052 $272K 0.02% +171 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,426 shares; 2023Q4: 6,151 shares; 2024Q1: 6,151 shares; 2024Q2: 6,233 shares 6,233 $270K 0.02% +82 Timeline SAUG 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 12,358 shares; 2023Q4: 12,358 shares; 2024Q1: 12,358 shares; 2024Q2: 12,358 shares 12,358 $269K 0.02% 0 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 12,463 shares; 2023Q4: 12,787 shares; 2024Q1: 14,118 shares; 2024Q2: 14,862 shares 14,862 $268K 0.02% +744 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 772 shares; 2023Q4: 788 shares; 2024Q1: 713 shares; 2024Q2: 851 shares 851 $267K 0.02% +138 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 944 shares; 2023Q4: 1,027 shares; 2024Q1: 1,326 shares; 2024Q2: 1,702 shares 1,702 $267K 0.02% +376 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,881 shares; 2023Q4: 6,071 shares; 2024Q1: 6,084 shares; 2024Q2: 6,021 shares 6,021 $265K 0.02% -63 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 9,296 shares; 2023Q4: 4,406 shares; 2024Q1: 4,324 shares; 2024Q2: 3,960 shares 3,960 $264K 0.02% -364 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 11,637 shares; 2023Q4: 9,412 shares; 2024Q1: 9,349 shares; 2024Q2: 9,924 shares 9,924 $264K 0.02% +575 Timeline WEN WENDYS CO More: the full row for WENDYS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 15,579 shares; 2023Q4: 16,861 shares; 2024Q1: 16,134 shares; 2024Q2: 15,505 shares 15,505 $263K 0.02% -629 Timeline BRBR BELLRING BRANDS INC More: the full row for BELLRING BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 2,905 shares; 2024Q1: 3,329 shares; 2024Q2: 4,600 shares 4,600 $263K 0.02% +1,271 Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 0 shares; 2024Q1: 19 shares; 2024Q2: 1,257 shares 1,257 $262K 0.02% +1,238 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,755 shares; 2023Q4: 1,716 shares; 2024Q1: 1,758 shares; 2024Q2: 1,731 shares 1,731 $262K 0.02% -27 Timeline GLOB GLOBANT S A More: the full row for GLOBANT S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 201 shares; 2023Q4: 143 shares; 2024Q1: 168 shares; 2024Q2: 1,468 shares 1,468 $262K 0.02% +1,300 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 10,203 shares; 2023Q4: 7,083 shares; 2024Q1: 7,078 shares; 2024Q2: 6,916 shares 6,916 $261K 0.02% -162 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 12,301 shares; 2023Q4: 9,978 shares; 2024Q1: 10,878 shares; 2024Q2: 10,965 shares 10,965 $258K 0.02% +87 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 288 shares; 2023Q4: 299 shares; 2024Q1: 348 shares; 2024Q2: 1,498 shares 1,498 $257K 0.02% +1,150 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 12,039 shares; 2023Q4: 9,668 shares; 2024Q1: 9,576 shares; 2024Q2: 9,641 shares 9,641 $257K 0.02% +65 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,725 shares; 2023Q4: 6,725 shares; 2024Q1: 10,805 shares; 2024Q2: 10,065 shares 10,065 $257K 0.02% -740 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,057 shares; 2023Q4: 1,832 shares; 2024Q1: 1,923 shares; 2024Q2: 1,904 shares 1,904 $253K 0.02% -19 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,210 shares; 2023Q4: 3,552 shares; 2024Q1: 3,351 shares; 2024Q2: 3,780 shares 3,780 $253K 0.02% +429 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 454 shares; 2023Q4: 593 shares; 2024Q1: 953 shares; 2024Q2: 1,044 shares 1,044 $252K 0.02% +91 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,342 shares; 2023Q4: 5,342 shares; 2024Q1: 5,342 shares; 2024Q2: 5,342 shares 5,342 $251K 0.02% 0 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,044 shares; 2023Q4: 4,401 shares; 2024Q1: 4,401 shares; 2024Q2: 4,165 shares 4,165 $250K 0.02% -236 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 605 shares; 2023Q4: 914 shares; 2024Q1: 4,004 shares; 2024Q2: 5,120 shares 5,120 $250K 0.02% +1,116 Timeline DJUL 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,275 shares; 2023Q4: 6,275 shares; 2024Q1: 6,275 shares; 2024Q2: 6,275 shares 6,275 $250K 0.02% 0 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,063 shares; 2023Q4: 1,817 shares; 2024Q1: 1,914 shares; 2024Q2: 1,851 shares 1,851 $250K 0.02% -63 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 9,626 shares; 2023Q4: 11,759 shares; 2024Q1: 5,514 shares; 2024Q2: 4,789 shares 4,789 $249K 0.02% -725 Timeline HBT HBT FINL INC. More: the full row for HBT FINL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 13,069 shares; 2023Q4: 12,819 shares; 2024Q1: 12,319 shares; 2024Q2: 12,194 shares 12,194 $249K 0.02% -125 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,651 shares; 2023Q4: 2,323 shares; 2024Q1: 2,323 shares; 2024Q2: 2,323 shares 2,323 $248K 0.02% 0 Timeline FXN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,695 shares; 2023Q4: 2,702 shares; 2024Q1: 2,889 shares; 2024Q2: 13,632 shares 13,632 $248K 0.02% +10,743 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 12,040 shares; 2023Q4: 9,040 shares; 2024Q1: 9,040 shares; 2024Q2: 9,070 shares 9,070 $248K 0.02% +30 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,703 shares; 2023Q4: 2,874 shares; 2024Q1: 4,311 shares; 2024Q2: 4,274 shares 4,274 $247K 0.02% -37 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 9,757 shares; 2023Q4: 404 shares; 2024Q1: 959 shares; 2024Q2: 1,263 shares 1,263 $246K 0.02% +304 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,511 shares; 2023Q4: 3,948 shares; 2024Q1: 4,738 shares; 2024Q2: 4,352 shares 4,352 $246K 0.02% -386 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,033 shares; 2023Q4: 7,033 shares; 2024Q1: 7,147 shares; 2024Q2: 12,488 shares 12,488 $245K 0.02% +5,341 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,935 shares; 2023Q4: 2,840 shares; 2024Q1: 3,256 shares; 2024Q2: 3,294 shares 3,294 $245K 0.02% +38 Timeline CFA VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,416 shares; 2023Q4: 3,396 shares; 2024Q1: 3,118 shares; 2024Q2: 3,071 shares 3,071 $244K 0.02% -47 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,157 shares; 2023Q4: 5,617 shares; 2024Q1: 4,925 shares; 2024Q2: 4,990 shares 4,990 $243K 0.02% +65 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,487 shares; 2023Q4: 1,487 shares; 2024Q1: 2,026 shares; 2024Q2: 2,026 shares 2,026 $242K 0.02% 0 Timeline FERGUSON PLC FERGUSON PLC More: the full row for FERGUSON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 278 shares; 2023Q4: 291 shares; 2024Q1: 1,123 shares; 2024Q2: 1,242 shares 1,242 $241K 0.02% +119 GOCT 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 8,038 shares; 2024Q1: 8,038 shares; 2024Q2: 7,045 shares 7,045 $240K 0.02% -993 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,789 shares; 2023Q4: 5,595 shares; 2024Q1: 5,673 shares; 2024Q2: 5,150 shares 5,150 $240K 0.02% -523 Timeline FEMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,324 shares; 2023Q4: 5,672 shares; 2024Q1: 7,873 shares; 2024Q2: 8,827 shares 8,827 $240K 0.02% +954 Timeline ARB ALTSHARES TRUST More: the full row for ALTSHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 10,815 shares; 2023Q4: 10,122 shares; 2024Q1: 9,064 shares; 2024Q2: 8,899 shares 8,899 $240K 0.01% -165 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 700 shares; 2024Q1: 5,210 shares; 2024Q2: 4,760 shares 4,760 $239K 0.01% -450 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 81 shares; 2023Q4: 87 shares; 2024Q1: 98 shares; 2024Q2: 1,271 shares 1,271 $239K 0.01% +1,173 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,072 shares; 2023Q4: 1,043 shares; 2024Q1: 1,113 shares; 2024Q2: 1,129 shares 1,129 $239K 0.01% +16 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,689 shares; 2023Q4: 7,724 shares; 2024Q1: 10,066 shares; 2024Q2: 11,207 shares 11,207 $239K 0.01% +1,141 Timeline ANF ABERCROMBIE & FITCH CO More: the full row for ABERCROMBIE & FITCH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 636 shares; 2023Q4: 1,822 shares; 2024Q1: 1,522 shares; 2024Q2: 1,340 shares 1,340 $238K 0.01% -182 Timeline CIVI CIVITAS RESOURCES INC More: the full row for CIVITAS RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 534 shares; 2023Q4: 516 shares; 2024Q1: 1,254 shares; 2024Q2: 3,430 shares 3,430 $237K 0.01% +2,176 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,175 shares; 2023Q4: 5,229 shares; 2024Q1: 5,229 shares; 2024Q2: 5,445 shares 5,445 $232K 0.01% +216 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 14,518 shares; 2023Q4: 10,048 shares; 2024Q1: 6,471 shares; 2024Q2: 2,294 shares 2,294 $232K 0.01% -4,177 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,646 shares; 2023Q4: 2,636 shares; 2024Q1: 2,646 shares; 2024Q2: 2,596 shares 2,596 $229K 0.01% -50 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,718 shares; 2023Q4: 4,693 shares; 2024Q1: 21,965 shares; 2024Q2: 4,706 shares 4,706 $228K 0.01% -17,259 Timeline BBIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,314 shares; 2023Q4: 3,763 shares; 2024Q1: 3,852 shares; 2024Q2: 3,854 shares 3,854 $228K 0.01% +2 Timeline FLTB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,860 shares; 2023Q4: 4,860 shares; 2024Q1: 4,590 shares; 2024Q2: 4,590 shares 4,590 $226K 0.01% 0 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,772 shares; 2023Q4: 4,022 shares; 2024Q1: 4,050 shares; 2024Q2: 4,035 shares 4,035 $226K 0.01% -15 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,137 shares; 2023Q4: 2,633 shares; 2024Q1: 2,890 shares; 2024Q2: 4,849 shares 4,849 $225K 0.01% +1,959 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,401 shares; 2023Q4: 1,230 shares; 2024Q1: 1,287 shares; 2024Q2: 1,290 shares 1,290 $225K 0.01% +3 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 542 shares; 2023Q4: 89 shares; 2024Q1: 475 shares; 2024Q2: 2,047 shares 2,047 $224K 0.01% +1,572 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,412 shares; 2023Q4: 1,412 shares; 2024Q1: 1,328 shares; 2024Q2: 2,914 shares 2,914 $224K 0.01% +1,586 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,323 shares; 2023Q4: 3,373 shares; 2024Q1: 3,198 shares; 2024Q2: 2,545 shares 2,545 $224K 0.01% -653 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,215 shares; 2023Q4: 1,190 shares; 2024Q1: 1,061 shares; 2024Q2: 1,025 shares 1,025 $224K 0.01% -36 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,652 shares; 2023Q4: 2,527 shares; 2024Q1: 2,834 shares; 2024Q2: 2,793 shares 2,793 $223K 0.01% -41 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 93,488 shares; 2023Q4: 43,048 shares; 2024Q1: 4,404 shares; 2024Q2: 3,982 shares 3,982 $223K 0.01% -422 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 509 shares; 2023Q4: 508 shares; 2024Q1: 502 shares; 2024Q2: 515 shares 515 $220K 0.01% +13 Timeline OPRA OPERA LTD More: the full row for OPERA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 1,200 shares; 2024Q1: 1,200 shares; 2024Q2: 15,630 shares 15,630 $219K 0.01% +14,430 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,562 shares; 2023Q4: 4,331 shares; 2024Q1: 5,095 shares; 2024Q2: 5,183 shares 5,183 $217K 0.01% +88 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,251 shares; 2023Q4: 2,052 shares; 2024Q1: 2,130 shares; 2024Q2: 2,161 shares 2,161 $215K 0.01% +31 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,620 shares; 2023Q4: 3,720 shares; 2024Q1: 3,720 shares; 2024Q2: 3,720 shares 3,720 $213K 0.01% 0 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 11,958 shares; 2023Q4: 9,016 shares; 2024Q1: 8,601 shares; 2024Q2: 8,496 shares 8,496 $212K 0.01% -105 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,165 shares; 2023Q4: 2,165 shares; 2024Q1: 2,165 shares; 2024Q2: 2,165 shares 2,165 $212K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 21,726 shares; 2023Q4: 22,472 shares; 2024Q1: 4,283 shares; 2024Q2: 3,071 shares 3,071 $211K 0.01% -1,212 Timeline WFG WEST FRASER TIMBER CO LTD More: the full row for WEST FRASER TIMBER CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 0 shares; 2024Q1: 0 shares; 2024Q2: 2,723 shares 2,723 $209K 0.01% +2,723 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,149 shares; 2023Q4: 1,306 shares; 2024Q1: 1,301 shares; 2024Q2: 1,374 shares 1,374 $209K 0.01% +73 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 441 shares; 2023Q4: 441 shares; 2024Q1: 342 shares; 2024Q2: 1,563 shares 1,563 $208K 0.01% +1,221 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,688 shares; 2023Q4: 1,439 shares; 2024Q1: 1,411 shares; 2024Q2: 1,260 shares 1,260 $208K 0.01% -151 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 956 shares; 2023Q4: 858 shares; 2024Q1: 887 shares; 2024Q2: 1,006 shares 1,006 $208K 0.01% +119 Timeline SPUS TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,206 shares; 2023Q4: 5,216 shares; 2024Q1: 5,224 shares; 2024Q2: 5,072 shares 5,072 $205K 0.01% -152 Timeline ANSYS INC ANSYS INC More: the full row for ANSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 774 shares; 2023Q4: 690 shares; 2024Q1: 650 shares; 2024Q2: 638 shares 638 $205K 0.01% -12 GAPR 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,379 shares; 2023Q4: 6,379 shares; 2024Q1: 6,379 shares; 2024Q2: 5,724 shares 5,724 $204K 0.01% -655 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,232 shares; 2023Q4: 2,123 shares; 2024Q1: 2,085 shares; 2024Q2: 2,087 shares 2,087 $204K 0.01% +2 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 0 shares; 2024Q1: 0 shares; 2024Q2: 6,143 shares 6,143 $204K 0.01% +6,143 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 514 shares; 2023Q4: 521 shares; 2024Q1: 953 shares; 2024Q2: 825 shares 825 $203K 0.01% -128 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,625 shares; 2023Q4: 766 shares; 2024Q1: 1,154 shares; 2024Q2: 1,459 shares 1,459 $203K 0.01% +305 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 199 shares; 2023Q4: 256 shares; 2024Q1: 293 shares; 2024Q2: 529 shares 529 $202K 0.01% +236 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,925 shares; 2023Q4: 1,925 shares; 2024Q1: 1,700 shares; 2024Q2: 1,778 shares 1,778 $202K 0.01% +78 Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 9,886 shares; 2023Q4: 9,886 shares; 2024Q1: 9,886 shares; 2024Q2: 9,886 shares 9,886 $201K 0.01% 0 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 0 shares; 2024Q1: 0 shares; 2024Q2: 7,973 shares 7,973 $200K 0.01% +7,973 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,342 shares; 2023Q4: 1,142 shares; 2024Q1: 1,198 shares; 2024Q2: 1,192 shares 1,192 $199K 0.01% -6 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 616 shares; 2023Q4: 596 shares; 2024Q1: 1,505 shares; 2024Q2: 1,802 shares 1,802 $199K 0.01% +297 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,452 shares; 2023Q4: 2,305 shares; 2024Q1: 1,685 shares; 2024Q2: 1,662 shares 1,662 $197K 0.01% -23 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,645 shares; 2023Q4: 1,645 shares; 2024Q1: 1,445 shares; 2024Q2: 1,445 shares 1,445 $197K 0.01% 0 Timeline HLAL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,871 shares; 2023Q4: 3,883 shares; 2024Q1: 3,883 shares; 2024Q2: 3,887 shares 3,887 $197K 0.01% +4 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,946 shares; 2023Q4: 2,542 shares; 2024Q1: 3,062 shares; 2024Q2: 3,128 shares 3,128 $195K 0.01% +66 Timeline FAB FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,475 shares; 2023Q4: 2,475 shares; 2024Q1: 2,475 shares; 2024Q2: 2,475 shares 2,475 $195K 0.01% 0 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 696 shares; 2023Q4: 704 shares; 2024Q1: 761 shares; 2024Q2: 782 shares 782 $193K 0.01% +21 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,077 shares; 2023Q4: 7,206 shares; 2024Q1: 7,220 shares; 2024Q2: 6,876 shares 6,876 $192K 0.01% -344 Timeline ROBT FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 275 shares; 2023Q4: 3,130 shares; 2024Q1: 4,620 shares; 2024Q2: 4,520 shares 4,520 $191K 0.01% -100 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,369 shares; 2023Q4: 3,775 shares; 2024Q1: 3,665 shares; 2024Q2: 3,665 shares 3,665 $190K 0.01% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,227 shares; 2023Q4: 5,302 shares; 2024Q1: 4,850 shares; 2024Q2: 4,886 shares 4,886 $189K 0.01% +36 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,343 shares; 2023Q4: 2,331 shares; 2024Q1: 4,112 shares; 2024Q2: 7,451 shares 7,451 $189K 0.01% +3,339 Timeline OII OCEANEERING INTL INC More: the full row for OCEANEERING INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 204 shares; 2023Q4: 204 shares; 2024Q1: 7,034 shares; 2024Q2: 7,955 shares 7,955 $188K 0.01% +921 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 75 shares; 2023Q4: 75 shares; 2024Q1: 198 shares; 2024Q2: 632 shares 632 $188K 0.01% +434 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,480 shares; 2023Q4: 2,109 shares; 2024Q1: 2,250 shares; 2024Q2: 2,297 shares 2,297 $188K 0.01% +47 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 373 shares; 2023Q4: 662 shares; 2024Q1: 733 shares; 2024Q2: 764 shares 764 $187K 0.01% +31 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,023 shares; 2023Q4: 5,754 shares; 2024Q1: 5,871 shares; 2024Q2: 5,799 shares 5,799 $187K 0.01% -72 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,495 shares; 2023Q4: 1,425 shares; 2024Q1: 2,144 shares; 2024Q2: 2,032 shares 2,032 $186K 0.01% -112 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,849 shares; 2023Q4: 1,849 shares; 2024Q1: 1,782 shares; 2024Q2: 1,782 shares 1,782 $185K 0.01% 0 Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,208 shares; 2023Q4: 1,948 shares; 2024Q1: 2,008 shares; 2024Q2: 1,984 shares 1,984 $182K 0.01% -24 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,831 shares; 2023Q4: 2,371 shares; 2024Q1: 2,310 shares; 2024Q2: 2,310 shares 2,310 $182K 0.01% 0 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,090 shares; 2023Q4: 1,232 shares; 2024Q1: 1,119 shares; 2024Q2: 1,440 shares 1,440 $181K 0.01% +321 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,023 shares; 2023Q4: 1,859 shares; 2024Q1: 1,983 shares; 2024Q2: 2,010 shares 2,010 $181K 0.01% +27 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 387 shares; 2023Q4: 6,235 shares; 2024Q1: 6,664 shares; 2024Q2: 7,550 shares 7,550 $180K 0.01% +886 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 8,643 shares; 2023Q4: 7,689 shares; 2024Q1: 10,469 shares; 2024Q2: 12,674 shares 12,674 $180K 0.01% +2,205 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,218 shares; 2023Q4: 4,554 shares; 2024Q1: 4,371 shares; 2024Q2: 3,811 shares 3,811 $180K 0.01% -560 Timeline TIDAL TR II TIDAL TR II More: the full row for TIDAL TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 11,125 shares; 2024Q2: 11,125 shares 11,125 $180K 0.01% 0 LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 393 shares; 2024Q1: 2,499 shares; 2024Q2: 2,543 shares 2,543 $179K 0.01% +44 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,592 shares; 2023Q4: 1,355 shares; 2024Q1: 1,421 shares; 2024Q2: 1,404 shares 1,404 $179K 0.01% -17 Timeline NACP TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,834 shares; 2023Q4: 4,684 shares; 2024Q1: 4,847 shares; 2024Q2: 4,518 shares 4,518 $179K 0.01% -329 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,525 shares; 2023Q4: 1,521 shares; 2024Q1: 1,321 shares; 2024Q2: 1,306 shares 1,306 $179K 0.01% -15 Timeline GJUN 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 58,576 shares; 2023Q4: 17,110 shares; 2024Q1: 5,046 shares; 2024Q2: 5,173 shares 5,173 $176K 0.01% +127 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,491 shares; 2023Q4: 4,491 shares; 2024Q1: 4,491 shares; 2024Q2: 4,491 shares 4,491 $176K 0.01% 0 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,712 shares; 2023Q4: 2,349 shares; 2024Q1: 2,455 shares; 2024Q2: 2,369 shares 2,369 $176K 0.01% -86 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,570 shares; 2023Q4: 1,349 shares; 2024Q1: 1,433 shares; 2024Q2: 1,416 shares 1,416 $175K 0.01% -17 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 330 shares; 2023Q4: 1,349 shares; 2024Q1: 1,238 shares; 2024Q2: 1,206 shares 1,206 $175K 0.01% -32 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,473 shares; 2023Q4: 5,434 shares; 2024Q1: 5,384 shares; 2024Q2: 5,578 shares 5,578 $175K 0.01% +194 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,520 shares; 2023Q4: 1,513 shares; 2024Q1: 1,513 shares; 2024Q2: 1,386 shares 1,386 $174K 0.01% -127 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 695 shares; 2023Q4: 695 shares; 2024Q1: 695 shares; 2024Q2: 695 shares 695 $174K 0.01% 0 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 271 shares; 2023Q4: 234 shares; 2024Q1: 604 shares; 2024Q2: 13,399 shares 13,399 $173K 0.01% +12,795 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,190 shares; 2023Q4: 1,190 shares; 2024Q1: 1,190 shares; 2024Q2: 1,190 shares 1,190 $173K 0.01% 0 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,188 shares; 2023Q4: 8,624 shares; 2024Q1: 9,752 shares; 2024Q2: 9,199 shares 9,199 $173K 0.01% -553 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 800 shares; 2023Q4: 648 shares; 2024Q1: 569 shares; 2024Q2: 574 shares 574 $173K 0.01% +5 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 532 shares; 2023Q4: 696 shares; 2024Q1: 563 shares; 2024Q2: 698 shares 698 $173K 0.01% +135 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,460 shares; 2023Q4: 3,511 shares; 2024Q1: 2,712 shares; 2024Q2: 2,344 shares 2,344 $171K 0.01% -368 Timeline WALGREENS BOOTS ALLIANCE INC WALGREENS BOOTS ALLIANCE INC More: the full row for WALGREENS BOOTS ALLIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 16,331 shares; 2023Q4: 16,204 shares; 2024Q1: 15,487 shares; 2024Q2: 14,119 shares 14,119 $171K 0.01% -1,368 FUMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,018 shares; 2023Q4: 9,521 shares; 2024Q1: 8,701 shares; 2024Q2: 8,501 shares 8,501 $171K 0.01% -200 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 23,795 shares; 2023Q4: 13,248 shares; 2024Q1: 10,656 shares; 2024Q2: 9,070 shares 9,070 $170K 0.01% -1,586 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 385 shares; 2023Q4: 355 shares; 2024Q1: 355 shares; 2024Q2: 6,423 shares 6,423 $169K 0.01% +6,068 Timeline SKYW SKYWEST INC More: the full row for SKYWEST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 0 shares; 2024Q1: 0 shares; 2024Q2: 2,049 shares 2,049 $168K 0.01% +2,049 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,682 shares; 2023Q4: 2,432 shares; 2024Q1: 2,464 shares; 2024Q2: 2,534 shares 2,534 $168K 0.01% +70 Timeline WOMN TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,891 shares; 2023Q4: 4,723 shares; 2024Q1: 4,917 shares; 2024Q2: 4,645 shares 4,645 $168K 0.01% -272 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 10,944 shares; 2023Q4: 12,185 shares; 2024Q1: 12,222 shares; 2024Q2: 12,547 shares 12,547 $167K 0.01% +325 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 360 shares; 2023Q4: 805 shares; 2024Q1: 3,425 shares; 2024Q2: 5,546 shares 5,546 $167K 0.01% +2,121 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,774 shares; 2023Q4: 1,781 shares; 2024Q1: 1,699 shares; 2024Q2: 1,730 shares 1,730 $167K 0.01% +31 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 12,314 shares; 2023Q4: 12,634 shares; 2024Q1: 2,973 shares; 2024Q2: 2,532 shares 2,532 $166K 0.01% -441 Timeline SMAY 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 589 shares; 2024Q1: 589 shares; 2024Q2: 7,119 shares 7,119 $166K 0.01% +6,530 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,897 shares; 2023Q4: 3,126 shares; 2024Q1: 3,018 shares; 2024Q2: 2,232 shares 2,232 $166K 0.01% -786 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 118,720 shares; 2023Q4: 64,809 shares; 2024Q1: 3,475 shares; 2024Q2: 3,275 shares 3,275 $165K 0.01% -200 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,480 shares; 2023Q4: 2,480 shares; 2024Q1: 2,515 shares; 2024Q2: 2,515 shares 2,515 $165K 0.01% 0 Timeline SPSC SPS COMM INC More: the full row for SPS COMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 695 shares; 2023Q4: 779 shares; 2024Q1: 847 shares; 2024Q2: 876 shares 876 $165K 0.01% +29 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,936 shares; 2023Q4: 302 shares; 2024Q1: 640 shares; 2024Q2: 642 shares 642 $164K 0.01% +2 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,107 shares; 2023Q4: 2,350 shares; 2024Q1: 3,807 shares; 2024Q2: 3,862 shares 3,862 $164K 0.01% +55 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,406 shares; 2023Q4: 1,414 shares; 2024Q1: 1,414 shares; 2024Q2: 1,414 shares 1,414 $164K 0.01% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,526 shares; 2023Q4: 1,499 shares; 2024Q1: 1,455 shares; 2024Q2: 1,678 shares 1,678 $163K 0.01% +223 Timeline TRTX TPG RE FIN TR INC More: the full row for TPG RE FIN TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 0 shares; 2024Q1: 0 shares; 2024Q2: 18,295 shares 18,295 $162K 0.01% +18,295 Timeline FORM FORMFACTOR INC More: the full row for FORMFACTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,465 shares; 2023Q4: 3,167 shares; 2024Q1: 3,318 shares; 2024Q2: 2,683 shares 2,683 $162K 0.01% -635 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,750 shares; 2023Q4: 4,750 shares; 2024Q1: 4,750 shares; 2024Q2: 4,750 shares 4,750 $162K 0.01% 0 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,049 shares; 2023Q4: 5,702 shares; 2024Q1: 5,532 shares; 2024Q2: 5,680 shares 5,680 $161K 0.01% +148 Timeline DAUG 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 33,639 shares; 2023Q4: 28,833 shares; 2024Q1: 5,099 shares; 2024Q2: 4,261 shares 4,261 $161K 0.01% -838 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4 shares; 2023Q4: 51 shares; 2024Q1: 62 shares; 2024Q2: 1,252 shares 1,252 $161K 0.01% +1,190 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 653 shares; 2023Q4: 383 shares; 2024Q1: 308 shares; 2024Q2: 1,398 shares 1,398 $161K 0.01% +1,090 Timeline TPC TUTOR PERINI CORP More: the full row for TUTOR PERINI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 0 shares; 2024Q1: 0 shares; 2024Q2: 7,388 shares 7,388 $161K 0.01% +7,388 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,203 shares; 2023Q4: 4,063 shares; 2024Q1: 4,402 shares; 2024Q2: 5,521 shares 5,521 $160K 0.01% +1,119 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,306 shares; 2023Q4: 6,169 shares; 2024Q1: 6,836 shares; 2024Q2: 6,538 shares 6,538 $160K 0.01% -298 Timeline SWX SOUTHWEST GAS HLDGS INC More: the full row for SOUTHWEST GAS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,266 shares; 2023Q4: 4,445 shares; 2024Q1: 4,243 shares; 2024Q2: 2,274 shares 2,274 $160K 0.01% -1,969 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,539 shares; 2023Q4: 1,233 shares; 2024Q1: 986 shares; 2024Q2: 1,585 shares 1,585 $160K 0.01% +599 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 54,299 shares; 2023Q4: 13,075 shares; 2024Q1: 3,852 shares; 2024Q2: 2,134 shares 2,134 $159K 0.01% -1,718 Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,949 shares; 2023Q4: 2,500 shares; 2024Q1: 2,500 shares; 2024Q2: 2,500 shares 2,500 $158K 0.01% 0 Timeline NSP INSPERITY INC More: the full row for INSPERITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,001 shares; 2023Q4: 1,772 shares; 2024Q1: 1,756 shares; 2024Q2: 1,735 shares 1,735 $158K 0.01% -21 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 155 shares; 2023Q4: 248 shares; 2024Q1: 297 shares; 2024Q2: 409 shares 409 $158K 0.01% +112 Timeline SFEB 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 645 shares; 2024Q2: 7,847 shares 7,847 $158K 0.01% +7,202 Timeline CZR CAESARS ENTERTAINMENT INC NE More: the full row for CAESARS ENTERTAINMENT INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,543 shares; 2023Q4: 2,532 shares; 2024Q1: 3,969 shares; 2024Q2: 3,969 shares 3,969 $158K 0.01% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 349 shares; 2023Q4: 283 shares; 2024Q1: 982 shares; 2024Q2: 994 shares 994 $158K 0.01% +12 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 18,330 shares; 2023Q4: 18,830 shares; 2024Q1: 17,830 shares; 2024Q2: 38,830 shares 38,830 $157K 0.01% +21,000 Timeline XAUG 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,764 shares; 2023Q4: 4,764 shares; 2024Q1: 4,764 shares; 2024Q2: 4,764 shares 4,764 $157K 0.01% 0 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,333 shares; 2023Q4: 2,180 shares; 2024Q1: 1,861 shares; 2024Q2: 1,730 shares 1,730 $156K 0.01% -131 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,049 shares; 2023Q4: 1,470 shares; 2024Q1: 1,135 shares; 2024Q2: 1,070 shares 1,070 $156K 0.01% -65 Timeline SPRE TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,728 shares; 2023Q4: 7,816 shares; 2024Q1: 7,909 shares; 2024Q2: 7,992 shares 7,992 $156K 0.01% +83 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,258 shares; 2023Q4: 5,984 shares; 2024Q1: 5,853 shares; 2024Q2: 5,963 shares 5,963 $156K 0.01% +110 Timeline XPER XPERI INC More: the full row for XPERI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 0 shares; 2024Q1: 2,689 shares; 2024Q2: 18,943 shares 18,943 $156K 0.01% +16,254 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 255 shares; 2023Q4: 331 shares; 2024Q1: 121 shares; 2024Q2: 565 shares 565 $155K 0.01% +444 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,403 shares; 2023Q4: 1,233 shares; 2024Q1: 1,278 shares; 2024Q2: 1,281 shares 1,281 $155K 0.01% +3 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 892 shares; 2023Q4: 1,012 shares; 2024Q1: 1,063 shares; 2024Q2: 2,409 shares 2,409 $155K 0.01% +1,346 Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 23,993 shares; 2023Q4: 8,056 shares; 2024Q1: 1,650 shares; 2024Q2: 2,641 shares 2,641 $154K 0.01% +991 Timeline FCEF 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,508 shares; 2023Q4: 6,508 shares; 2024Q1: 7,258 shares; 2024Q2: 7,258 shares 7,258 $153K 0.01% 0 Timeline DISCOVER FINL SVCS DISCOVER FINL SVCS More: the full row for DISCOVER FINL SVCS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,134 shares; 2023Q4: 1,134 shares; 2024Q1: 1,207 shares; 2024Q2: 1,164 shares 1,164 $152K 0.01% -43 FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 287 shares; 2023Q4: 1 shares; 2024Q1: 2,489 shares; 2024Q2: 2,425 shares 2,425 $152K 0.01% -64 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 937 shares; 2023Q4: 835 shares; 2024Q1: 762 shares; 2024Q2: 752 shares 752 $152K 0.01% -10 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,122 shares; 2023Q4: 1,098 shares; 2024Q1: 1,013 shares; 2024Q2: 769 shares 769 $151K 0.01% -244 Timeline GLDD GREAT LAKES DREDGE & DOCK CO More: the full row for GREAT LAKES DREDGE & DOCK CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 0 shares; 2024Q1: 0 shares; 2024Q2: 17,175 shares 17,175 $151K 0.01% +17,175 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,268 shares; 2023Q4: 2,122 shares; 2024Q1: 2,426 shares; 2024Q2: 2,453 shares 2,453 $150K 0.01% +27 Timeline FXG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,592 shares; 2023Q4: 2,330 shares; 2024Q1: 2,330 shares; 2024Q2: 2,330 shares 2,330 $150K 0.01% 0 Timeline ETHO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,761 shares; 2024Q2: 2,647 shares 2,647 $150K 0.01% -114 Timeline LCTD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 598 shares; 2023Q4: 2,743 shares; 2024Q1: 3,201 shares; 2024Q2: 3,346 shares 3,346 $150K 0.01% +145 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 677 shares; 2023Q4: 691 shares; 2024Q1: 693 shares; 2024Q2: 598 shares 598 $150K 0.01% -95 Timeline CWCO CONSOLIDATED WATER CO INC More: the full row for CONSOLIDATED WATER CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 3,812 shares; 2024Q1: 4,233 shares; 2024Q2: 5,641 shares 5,641 $150K 0.01% +1,408 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,724 shares; 2023Q4: 1,687 shares; 2024Q1: 1,832 shares; 2024Q2: 2,029 shares 2,029 $149K 0.01% +197 Timeline XJUN 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,032 shares; 2023Q4: 4,032 shares; 2024Q1: 4,032 shares; 2024Q2: 4,032 shares 4,032 $148K 0.01% 0 Timeline APMU TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,611 shares; 2023Q4: 3,825 shares; 2024Q1: 3,914 shares; 2024Q2: 6,023 shares 6,023 $148K 0.01% +2,109 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 12 shares; 2023Q4: 218 shares; 2024Q1: 230 shares; 2024Q2: 229 shares 229 $148K 0.01% -1 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 107 shares; 2023Q4: 114 shares; 2024Q1: 87 shares; 2024Q2: 115 shares 115 $147K 0.01% +28 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,897 shares; 2023Q4: 3,862 shares; 2024Q1: 3,757 shares; 2024Q2: 3,781 shares 3,781 $147K 0.01% +24 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,398 shares; 2023Q4: 2,531 shares; 2024Q1: 2,625 shares; 2024Q2: 2,884 shares 2,884 $147K 0.01% +259 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,855 shares; 2023Q4: 6,864 shares; 2024Q1: 6,946 shares; 2024Q2: 7,036 shares 7,036 $147K 0.01% +90 Timeline BIO BIO RAD LABS INC More: the full row for BIO RAD LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 416 shares; 2023Q4: 407 shares; 2024Q1: 453 shares; 2024Q2: 537 shares 537 $147K 0.01% +84 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,481 shares; 2023Q4: 1,672 shares; 2024Q1: 1,854 shares; 2024Q2: 2,340 shares 2,340 $146K 0.01% +486 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 444 shares; 2023Q4: 583 shares; 2024Q1: 876 shares; 2024Q2: 1,105 shares 1,105 $146K 0.01% +229 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,794 shares; 2023Q4: 5,912 shares; 2024Q1: 5,317 shares; 2024Q2: 5,070 shares 5,070 $146K 0.01% -247 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 8,430 shares; 2023Q4: 8,368 shares; 2024Q1: 8,200 shares; 2024Q2: 8,312 shares 8,312 $145K 0.01% +112 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 0 shares; 2024Q1: 3,775 shares; 2024Q2: 4,616 shares 4,616 $145K 0.01% +841 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 571 shares; 2023Q4: 562 shares; 2024Q1: 522 shares; 2024Q2: 503 shares 503 $145K 0.01% -19 Timeline FLQL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,601 shares; 2023Q4: 2,601 shares; 2024Q1: 2,601 shares; 2024Q2: 2,601 shares 2,601 $145K 0.01% 0 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,200 shares; 2023Q4: 10,335 shares; 2024Q1: 10,335 shares; 2024Q2: 8,035 shares 8,035 $144K 0.01% -2,300 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 207 shares; 2023Q4: 273 shares; 2024Q1: 265 shares; 2024Q2: 265 shares 265 $142K 0.01% 0 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 8,634 shares; 2023Q4: 7,715 shares; 2024Q1: 7,651 shares; 2024Q2: 5,489 shares 5,489 $142K 0.01% -2,162 Timeline FAAR FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 9,562 shares; 2023Q4: 9,781 shares; 2024Q1: 5,956 shares; 2024Q2: 4,962 shares 4,962 $141K 0.01% -994 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 0 shares; 2024Q1: 1,850 shares; 2024Q2: 2,624 shares 2,624 $141K 0.01% +774 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,111 shares; 2023Q4: 2,092 shares; 2024Q1: 1,484 shares; 2024Q2: 1,692 shares 1,692 $140K 0.01% +208 Timeline XFEB 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,720 shares; 2024Q2: 4,472 shares 4,472 $140K 0.01% +1,752 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,615 shares; 2023Q4: 4,610 shares; 2024Q1: 4,629 shares; 2024Q2: 4,679 shares 4,679 $138K 0.01% +50 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,146 shares; 2023Q4: 4,159 shares; 2024Q1: 4,298 shares; 2024Q2: 3,708 shares 3,708 $138K 0.01% -590 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,696 shares; 2023Q4: 1,695 shares; 2024Q1: 1,492 shares; 2024Q2: 1,070 shares 1,070 $137K 0.01% -422 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,124 shares; 2023Q4: 1,714 shares; 2024Q1: 1,705 shares; 2024Q2: 1,616 shares 1,616 $137K 0.01% -89 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,951 shares; 2023Q4: 917 shares; 2024Q1: 1,293 shares; 2024Q2: 1,921 shares 1,921 $137K 0.01% +628 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 560 shares; 2023Q4: 560 shares; 2024Q1: 560 shares; 2024Q2: 560 shares 560 $137K 0.01% 0 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,218 shares; 2023Q4: 2,988 shares; 2024Q1: 3,130 shares; 2024Q2: 3,133 shares 3,133 $137K 0.01% +3 Timeline QIAGEN NV QIAGEN NV More: the full row for QIAGEN NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,994 shares; 2024Q2: 3,303 shares 3,303 $136K 0.01% +309 BOX BOX INC More: the full row for BOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,078 shares; 2023Q4: 6,030 shares; 2024Q1: 5,133 shares; 2024Q2: 5,160 shares 5,160 $136K 0.01% +27 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 328 shares; 2023Q4: 110 shares; 2024Q1: 848 shares; 2024Q2: 1,082 shares 1,082 $136K 0.01% +234 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 344 shares; 2024Q1: 416 shares; 2024Q2: 356 shares 356 $136K 0.01% -60 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,943 shares; 2023Q4: 4,026 shares; 2024Q1: 4,246 shares; 2024Q2: 3,636 shares 3,636 $134K 0.01% -610 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 102 shares; 2023Q4: 311 shares; 2024Q1: 502 shares; 2024Q2: 2,072 shares 2,072 $134K 0.01% +1,570 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,448 shares; 2023Q4: 2,913 shares; 2024Q1: 2,940 shares; 2024Q2: 2,937 shares 2,937 $133K 0.01% -3 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,844 shares; 2023Q4: 4,527 shares; 2024Q1: 5,157 shares; 2024Q2: 5,215 shares 5,215 $132K 0.01% +58 Timeline SPR SPIRIT AEROSYSTEMS HLDGS INC More: the full row for SPIRIT AEROSYSTEMS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,425 shares; 2023Q4: 4,829 shares; 2024Q1: 4,367 shares; 2024Q2: 4,017 shares 4,017 $132K 0.01% -350 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 0 shares; 2024Q1: 400 shares; 2024Q2: 1,820 shares 1,820 $131K 0.01% +1,420 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,513 shares; 2023Q4: 2,607 shares; 2024Q1: 2,659 shares; 2024Q2: 2,626 shares 2,626 $131K 0.01% -33 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,065 shares; 2023Q4: 1,965 shares; 2024Q1: 1,965 shares; 2024Q2: 1,965 shares 1,965 $131K 0.01% 0 Timeline DMAY 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 35,830 shares; 2023Q4: 29,198 shares; 2024Q1: 2,737 shares; 2024Q2: 3,395 shares 3,395 $131K 0.01% +658 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 35 shares; 2023Q4: 46 shares; 2024Q1: 759 shares; 2024Q2: 1,530 shares 1,530 $130K 0.01% +771 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 958 shares; 2023Q4: 864 shares; 2024Q1: 279 shares; 2024Q2: 266 shares 266 $130K 0.01% -13 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 692 shares; 2023Q4: 1,052 shares; 2024Q1: 1,402 shares; 2024Q2: 1,318 shares 1,318 $130K 0.01% -84 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,784 shares; 2023Q4: 3,325 shares; 2024Q1: 3,307 shares; 2024Q2: 1,216 shares 1,216 $129K 0.01% -2,091 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,400 shares; 2023Q4: 1,537 shares; 2024Q1: 1,489 shares; 2024Q2: 1,343 shares 1,343 $129K 0.01% -146 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,797 shares; 2023Q4: 2,806 shares; 2024Q1: 2,988 shares; 2024Q2: 2,994 shares 2,994 $129K 0.01% +6 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,032 shares; 2023Q4: 4,032 shares; 2024Q1: 4,032 shares; 2024Q2: 3,478 shares 3,478 $128K 0.01% -554 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 268 shares; 2023Q4: 221 shares; 2024Q1: 225 shares; 2024Q2: 255 shares 255 $128K 0.01% +30 Timeline FJP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,428 shares; 2023Q4: 2,545 shares; 2024Q1: 2,727 shares; 2024Q2: 2,485 shares 2,485 $128K 0.01% -242 Timeline XMAR 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,818 shares; 2023Q4: 2,818 shares; 2024Q1: 2,818 shares; 2024Q2: 3,692 shares 3,692 $128K 0.01% +874 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 491 shares; 2023Q4: 493 shares; 2024Q1: 1,849 shares; 2024Q2: 3,351 shares 3,351 $128K 0.01% +1,502 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 150 shares; 2024Q1: 470 shares; 2024Q2: 1,030 shares 1,030 $127K 0.01% +560 Timeline PRINCIPAL EXCHANGE TRADED FD PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,365 shares; 2023Q4: 3,265 shares; 2024Q1: 3,465 shares; 2024Q2: 3,465 shares 3,465 $126K 0.01% 0 STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 524 shares; 2023Q4: 612 shares; 2024Q1: 624 shares; 2024Q2: 575 shares 575 $126K 0.01% -49 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 8,978 shares; 2023Q4: 8,978 shares; 2024Q1: 8,978 shares; 2024Q2: 8,978 shares 8,978 $126K 0.01% 0 Timeline OSCR OSCAR HEALTH INC More: the full row for OSCAR HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 0 shares; 2024Q1: 0 shares; 2024Q2: 7,968 shares 7,968 $126K 0.01% +7,968 Timeline PIONEER MUNICIPAL HIGH INCO… PIONEER MUNICIPAL HIGH INCOME More: the full row for PIONEER MUNICIPAL HIGH INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 25,930 shares; 2023Q4: 26,800 shares; 2024Q1: 15,220 shares; 2024Q2: 15,220 shares 15,220 $125K 0.01% 0 WFRD WEATHERFORD INTL PLC More: the full row for WEATHERFORD INTL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,038 shares; 2023Q4: 1,675 shares; 2024Q1: 571 shares; 2024Q2: 1,016 shares 1,016 $124K 0.01% +445 Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 8,797 shares; 2023Q4: 8,797 shares; 2024Q1: 10,962 shares; 2024Q2: 10,173 shares 10,173 $124K 0.01% -789 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,726 shares; 2023Q4: 3,284 shares; 2024Q1: 3,284 shares; 2024Q2: 3,232 shares 3,232 $123K 0.01% -52 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,542 shares; 2023Q4: 1,542 shares; 2024Q1: 1,131 shares; 2024Q2: 1,515 shares 1,515 $123K 0.01% +384 Timeline QJUN 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 35,381 shares; 2023Q4: 9,734 shares; 2024Q1: 4,676 shares; 2024Q2: 4,633 shares 4,633 $123K 0.01% -43 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 637 shares; 2023Q4: 595 shares; 2024Q1: 525 shares; 2024Q2: 535 shares 535 $122K 0.01% +10 Timeline FJUL 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,965 shares; 2023Q4: 2,965 shares; 2024Q1: 2,764 shares; 2024Q2: 2,637 shares 2,637 $121K 0.01% -127 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,202 shares; 2023Q4: 7,008 shares; 2024Q1: 6,864 shares; 2024Q2: 6,909 shares 6,909 $121K 0.01% +45 Timeline ASHR DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,774 shares; 2023Q4: 5,746 shares; 2024Q1: 5,142 shares; 2024Q2: 5,087 shares 5,087 $120K 0.01% -55 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 742 shares; 2024Q1: 3,288 shares; 2024Q2: 3,288 shares 3,288 $120K 0.01% 0 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,159 shares; 2023Q4: 1,159 shares; 2024Q1: 1,197 shares; 2024Q2: 1,197 shares 1,197 $120K 0.01% 0 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,748 shares; 2023Q4: 1,748 shares; 2024Q1: 1,748 shares; 2024Q2: 1,748 shares 1,748 $119K 0.01% 0 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,933 shares; 2023Q4: 832 shares; 2024Q1: 841 shares; 2024Q2: 851 shares 851 $119K 0.01% +10 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,958 shares; 2023Q4: 3,276 shares; 2024Q1: 2,983 shares; 2024Q2: 2,504 shares 2,504 $119K 0.01% -479 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,164 shares; 2023Q4: 1,202 shares; 2024Q1: 1,323 shares; 2024Q2: 1,508 shares 1,508 $118K 0.01% +185 Timeline DSEP 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 26,181 shares; 2023Q4: 22,328 shares; 2024Q1: 3,366 shares; 2024Q2: 3,029 shares 3,029 $118K 0.01% -337 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 465 shares; 2023Q4: 1,367 shares; 2024Q1: 1,613 shares; 2024Q2: 844 shares 844 $118K 0.01% -769 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 900 shares; 2023Q4: 900 shares; 2024Q1: 900 shares; 2024Q2: 2,764 shares 2,764 $118K 0.01% +1,864 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,178 shares; 2023Q4: 1,178 shares; 2024Q1: 1,178 shares; 2024Q2: 1,178 shares 1,178 $118K 0.01% 0 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 10,471 shares; 2023Q4: 8,131 shares; 2024Q1: 11,257 shares; 2024Q2: 8,762 shares 8,762 $118K 0.01% -2,495 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,313 shares; 2023Q4: 1,114 shares; 2024Q1: 1,147 shares; 2024Q2: 1,120 shares 1,120 $117K 0.01% -27 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 77 shares; 2023Q4: 153 shares; 2024Q1: 198 shares; 2024Q2: 270 shares 270 $116K 0.01% +72 Timeline JAAA 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 0 shares; 2024Q1: 3,269 shares; 2024Q2: 2,282 shares 2,282 $116K 0.01% -987 Timeline PZZA PAPA JOHNS INTL INC More: the full row for PAPA JOHNS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,549 shares; 2023Q4: 2,244 shares; 2024Q1: 2,319 shares; 2024Q2: 2,438 shares 2,438 $115K 0.01% +119 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 627 shares; 2023Q4: 576 shares; 2024Q1: 923 shares; 2024Q2: 925 shares 925 $114K 0.01% +2 Timeline BUFQ 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 3,652 shares; 2024Q1: 3,854 shares; 2024Q2: 3,854 shares 3,854 $114K 0.01% 0 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 18 shares; 2023Q4: 15 shares; 2024Q1: 15 shares; 2024Q2: 15 shares 15 $114K 0.01% 0 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,117 shares; 2023Q4: 1,916 shares; 2024Q1: 1,998 shares; 2024Q2: 1,918 shares 1,918 $114K 0.01% -80 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,220 shares; 2023Q4: 3,220 shares; 2024Q1: 3,708 shares; 2024Q2: 6,278 shares 6,278 $113K 0.01% +2,570 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 715 shares; 2023Q4: 700 shares; 2024Q1: 2,675 shares; 2024Q2: 3,063 shares 3,063 $113K 0.01% +388 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 549 shares; 2023Q4: 805 shares; 2024Q1: 838 shares; 2024Q2: 828 shares 828 $113K 0.01% -10 Timeline MANAGED PORTFOLIO SERIES MANAGED PORTFOLIO SERIES More: the full row for MANAGED PORTFOLIO SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,145 shares; 2023Q4: 2,565 shares; 2024Q1: 2,663 shares; 2024Q2: 2,500 shares 2,500 $113K 0.01% -163 SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,352 shares; 2023Q4: 7,324 shares; 2024Q1: 2,767 shares; 2024Q2: 2,536 shares 2,536 $113K 0.01% -231 Timeline FOCT 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,741 shares; 2023Q4: 2,712 shares; 2024Q1: 2,712 shares; 2024Q2: 2,712 shares 2,712 $113K 0.01% 0 Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,000 shares; 2023Q4: 4,000 shares; 2024Q1: 4,000 shares; 2024Q2: 4,000 shares 4,000 $112K 0.01% 0 Timeline DIOD DIODES INC More: the full row for DIODES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,291 shares; 2023Q4: 2,172 shares; 2024Q1: 1,594 shares; 2024Q2: 1,563 shares 1,563 $112K 0.01% -31 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 145 shares; 2023Q4: 145 shares; 2024Q1: 575 shares; 2024Q2: 1,115 shares 1,115 $112K 0.01% +540 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 11,800 shares; 2023Q4: 12,300 shares; 2024Q1: 12,300 shares; 2024Q2: 9,825 shares 9,825 $111K 0.01% -2,475 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 601 shares; 2023Q4: 1,664 shares; 2024Q1: 1,818 shares; 2024Q2: 780 shares 780 $111K 0.01% -1,038 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 673 shares; 2023Q4: 766 shares; 2024Q1: 795 shares; 2024Q2: 856 shares 856 $111K 0.01% +61 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 621 shares; 2023Q4: 746 shares; 2024Q1: 734 shares; 2024Q2: 764 shares 764 $111K 0.01% +30 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,209 shares; 2023Q4: 1,180 shares; 2024Q1: 1,180 shares; 2024Q2: 1,141 shares 1,141 $111K 0.01% -39 Timeline SMARTSHEET INC. (CLASS A) SMARTSHEET INC. (CLASS A) More: the full row for SMARTSHEET INC. (CLASS A) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 182 shares; 2023Q4: 226 shares; 2024Q1: 550 shares; 2024Q2: 2,511 shares 2,511 $111K 0.01% +1,961 GNOV 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 76,225 shares; 2024Q1: 3,285 shares; 2024Q2: 3,275 shares 3,275 $111K 0.01% -10 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,784 shares; 2023Q4: 868 shares; 2024Q1: 769 shares; 2024Q2: 772 shares 772 $110K 0.01% +3 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,621 shares; 2023Q4: 1,390 shares; 2024Q1: 1,383 shares; 2024Q2: 1,368 shares 1,368 $110K 0.01% -15 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,151 shares; 2023Q4: 3,301 shares; 2024Q1: 2,406 shares; 2024Q2: 2,406 shares 2,406 $110K 0.01% 0 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 9,089 shares; 2023Q4: 7,112 shares; 2024Q1: 7,112 shares; 2024Q2: 4,855 shares 4,855 $109K 0.01% -2,257 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,044 shares; 2023Q4: 3,419 shares; 2024Q1: 591 shares; 2024Q2: 468 shares 468 $109K 0.01% -123 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,399 shares; 2023Q4: 1,482 shares; 2024Q1: 385 shares; 2024Q2: 144 shares 144 $109K 0.01% -241 Timeline MYGN MYRIAD GENETICS INC More: the full row for MYRIAD GENETICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,284 shares; 2023Q4: 4,478 shares; 2024Q1: 4,414 shares; 2024Q2: 4,444 shares 4,444 $109K 0.01% +30 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 313 shares; 2023Q4: 381 shares; 2024Q1: 345 shares; 2024Q2: 786 shares 786 $108K 0.01% +441 Timeline LTPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,500 shares; 2023Q4: 2,000 shares; 2024Q1: 2,000 shares; 2024Q2: 2,000 shares 2,000 $108K 0.01% 0 Timeline PARAMOUNT GLOBAL PARAMOUNT GLOBAL More: the full row for PARAMOUNT GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 100 shares; 2023Q4: 75 shares; 2024Q1: 79 shares; 2024Q2: 5,859 shares 5,859 $108K 0.01% +5,780 MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,425 shares; 2023Q4: 2,752 shares; 2024Q1: 2,917 shares; 2024Q2: 2,423 shares 2,423 $108K 0.01% -494 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 110 shares; 2023Q4: 440 shares; 2024Q1: 431 shares; 2024Q2: 510 shares 510 $107K 0.01% +79 Timeline DSGX DESCARTES SYS GROUP INC More: the full row for DESCARTES SYS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 378 shares; 2023Q4: 334 shares; 2024Q1: 398 shares; 2024Q2: 1,104 shares 1,104 $107K 0.01% +706 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,428 shares; 2023Q4: 687 shares; 2024Q1: 695 shares; 2024Q2: 703 shares 703 $107K 0.01% +8 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,161 shares; 2023Q4: 1,271 shares; 2024Q1: 1,366 shares; 2024Q2: 1,689 shares 1,689 $106K 0.01% +323 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,735 shares; 2023Q4: 2,716 shares; 2024Q1: 1,538 shares; 2024Q2: 1,120 shares 1,120 $106K 0.01% -418 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 559 shares; 2023Q4: 568 shares; 2024Q1: 766 shares; 2024Q2: 696 shares 696 $106K 0.01% -70 Timeline DNOV 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 34,174 shares; 2023Q4: 31,877 shares; 2024Q1: 2,661 shares; 2024Q2: 2,535 shares 2,535 $105K 0.01% -126 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,483 shares; 2023Q4: 2,483 shares; 2024Q1: 2,483 shares; 2024Q2: 1,863 shares 1,863 $105K 0.01% -620 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,637 shares; 2023Q4: 2,637 shares; 2024Q1: 2,637 shares; 2024Q2: 2,637 shares 2,637 $105K 0.01% 0 Timeline CNMD CONMED CORP More: the full row for CONMED CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,239 shares; 2023Q4: 1,071 shares; 2024Q1: 1,101 shares; 2024Q2: 1,500 shares 1,500 $104K 0.01% +399 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 345 shares; 2023Q4: 566 shares; 2024Q1: 662 shares; 2024Q2: 801 shares 801 $104K 0.01% +139 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 953 shares; 2023Q4: 1,408 shares; 2024Q1: 1,528 shares; 2024Q2: 1,695 shares 1,695 $103K 0.01% +167 Timeline GJAN 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,772 shares; 2023Q4: 2,772 shares; 2024Q1: 2,778 shares; 2024Q2: 2,778 shares 2,778 $102K 0.01% 0 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,023 shares; 2023Q4: 2,502 shares; 2024Q1: 2,586 shares; 2024Q2: 3,171 shares 3,171 $102K 0.01% +585 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 12,778 shares; 2023Q4: 12,278 shares; 2024Q1: 12,331 shares; 2024Q2: 12,331 shares 12,331 $102K 0.01% 0 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,278 shares; 2023Q4: 2,391 shares; 2024Q1: 2,317 shares; 2024Q2: 2,204 shares 2,204 $102K 0.01% -113 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,440 shares; 2023Q4: 1,440 shares; 2024Q1: 1,440 shares; 2024Q2: 1,440 shares 1,440 $102K 0.01% 0 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,177 shares; 2023Q4: 1,088 shares; 2024Q1: 1,070 shares; 2024Q2: 1,092 shares 1,092 $102K 0.01% +22 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,000 shares; 2023Q4: 3,000 shares; 2024Q1: 3,000 shares; 2024Q2: 4,000 shares 4,000 $102K 0.01% +1,000 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,514 shares; 2023Q4: 1,516 shares; 2024Q1: 1,130 shares; 2024Q2: 1,096 shares 1,096 $102K 0.01% -34 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 377 shares; 2023Q4: 374 shares; 2024Q1: 397 shares; 2024Q2: 426 shares 426 $102K 0.01% +29 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,237 shares; 2023Q4: 1,237 shares; 2024Q1: 1,237 shares; 2024Q2: 1,200 shares 1,200 $102K 0.01% -37 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,475 shares; 2023Q4: 1,475 shares; 2024Q1: 2,800 shares; 2024Q2: 2,800 shares 2,800 $99.9K 0.01% 0 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,941 shares; 2023Q4: 4,144 shares; 2024Q1: 3,138 shares; 2024Q2: 2,911 shares 2,911 $99.7K 0.01% -227 Timeline LAZ LAZARD INC More: the full row for LAZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,017 shares; 2024Q2: 2,611 shares 2,611 $99.7K 0.01% +594 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,959 shares; 2023Q4: 2,983 shares; 2024Q1: 2,072 shares; 2024Q2: 1,714 shares 1,714 $98.9K 0.01% -358 Timeline CVLT COMMVAULT SYS INC More: the full row for COMMVAULT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 0 shares; 2024Q1: 0 shares; 2024Q2: 803 shares 803 $97.6K 0.01% +803 Timeline BUFG 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,090 shares; 2023Q4: 4,090 shares; 2024Q1: 4,090 shares; 2024Q2: 4,197 shares 4,197 $97.4K 0.01% +107 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 953 shares; 2023Q4: 1,137 shares; 2024Q1: 1,053 shares; 2024Q2: 1,248 shares 1,248 $97.2K 0.01% +195 Timeline FTXG FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,120 shares; 2023Q4: 4,120 shares; 2024Q1: 4,120 shares; 2024Q2: 4,120 shares 4,120 $96.7K 0.01% 0 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 71,791 shares; 2023Q4: 63,648 shares; 2024Q1: 67,140 shares; 2024Q2: 1,944 shares 1,944 $95.7K 0.01% -65,196 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 794 shares; 2023Q4: 774 shares; 2024Q1: 799 shares; 2024Q2: 801 shares 801 $95.1K 0.01% +2 Timeline DIAL COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,329 shares; 2023Q4: 5,329 shares; 2024Q1: 5,329 shares; 2024Q2: 5,329 shares 5,329 $94K 0.01% 0 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 425 shares; 2023Q4: 526 shares; 2024Q1: 558 shares; 2024Q2: 862 shares 862 $93.8K 0.01% +304 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,636 shares; 2023Q4: 6,385 shares; 2024Q1: 2,542 shares; 2024Q2: 2,378 shares 2,378 $93.6K 0.01% -164 Timeline GJUL 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 48,122 shares; 2023Q4: 4,086 shares; 2024Q1: 2,696 shares; 2024Q2: 2,676 shares 2,676 $93K 0.01% -20 Timeline YJUN 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,253 shares; 2023Q4: 4,253 shares; 2024Q1: 4,253 shares; 2024Q2: 4,253 shares 4,253 $93K 0.01% 0 Timeline EVN EATON VANCE MUN INCOME TR More: the full row for EATON VANCE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 8,950 shares; 2023Q4: 8,950 shares; 2024Q1: 8,950 shares; 2024Q2: 8,950 shares 8,950 $92.6K 0.01% 0 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,029 shares; 2024Q2: 1,058 shares 1,058 $92.4K 0.01% +29 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 294 shares; 2023Q4: 352 shares; 2024Q1: 346 shares; 2024Q2: 422 shares 422 $92.3K 0.01% +76 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 448 shares; 2023Q4: 551 shares; 2024Q1: 598 shares; 2024Q2: 669 shares 669 $92.1K 0.01% +71 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 420 shares; 2023Q4: 447 shares; 2024Q1: 510 shares; 2024Q2: 509 shares 509 $91.8K 0.01% -1 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,496 shares; 2023Q4: 1,348 shares; 2024Q1: 1,335 shares; 2024Q2: 1,335 shares 1,335 $91.6K 0.01% 0 Timeline PENN PENN ENTERTAINMENT INC More: the full row for PENN ENTERTAINMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,925 shares; 2023Q4: 4,228 shares; 2024Q1: 4,449 shares; 2024Q2: 4,721 shares 4,721 $91.4K 0.01% +272 Timeline RBLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,223 shares; 2023Q4: 1,602 shares; 2024Q1: 1,673 shares; 2024Q2: 1,517 shares 1,517 $91.3K 0.01% -156 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,101 shares; 2023Q4: 1,504 shares; 2024Q1: 1,201 shares; 2024Q2: 1,927 shares 1,927 $91.3K 0.01% +726 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 752 shares; 2023Q4: 745 shares; 2024Q1: 1,044 shares; 2024Q2: 1,204 shares 1,204 $91.2K 0.01% +160 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,333 shares; 2023Q4: 1,350 shares; 2024Q1: 1,215 shares; 2024Q2: 1,215 shares 1,215 $90.1K 0.01% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 583 shares; 2023Q4: 570 shares; 2024Q1: 536 shares; 2024Q2: 656 shares 656 $90K 0.01% +120 Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,809 shares; 2023Q4: 2,029 shares; 2024Q1: 1,787 shares; 2024Q2: 1,554 shares 1,554 $90K 0.01% -233 Timeline AIN ALBANY INTL CORP More: the full row for ALBANY INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,052 shares; 2023Q4: 990 shares; 2024Q1: 1,083 shares; 2024Q2: 1,062 shares 1,062 $90K 0.01% -21 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,026 shares; 2023Q4: 1,026 shares; 2024Q1: 1,026 shares; 2024Q2: 1,026 shares 1,026 $89.8K 0.01% 0 Timeline BUFB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 0 shares; 2024Q1: 2,377 shares; 2024Q2: 2,932 shares 2,932 $89.5K 0.01% +555 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 387 shares; 2023Q4: 455 shares; 2024Q1: 454 shares; 2024Q2: 294 shares 294 $89.4K 0.01% -160 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,040 shares; 2023Q4: 1,234 shares; 2024Q1: 1,350 shares; 2024Q2: 1,063 shares 1,063 $89.4K 0.01% -287 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,811 shares; 2023Q4: 3,348 shares; 2024Q1: 2,896 shares; 2024Q2: 3,022 shares 3,022 $89.1K 0.01% +126 Timeline QQXT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,012 shares; 2023Q4: 1,012 shares; 2024Q1: 1,012 shares; 2024Q2: 1,012 shares 1,012 $89.1K 0.01% 0 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,971 shares; 2023Q4: 5,971 shares; 2024Q1: 7,800 shares; 2024Q2: 7,800 shares 7,800 $89.1K 0.01% 0 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 736 shares; 2023Q4: 928 shares; 2024Q1: 231 shares; 2024Q2: 231 shares 231 $89K 0.01% 0 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,321 shares; 2023Q4: 1,287 shares; 2024Q1: 1,281 shares; 2024Q2: 1,317 shares 1,317 $88.8K 0.01% +36 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 245 shares; 2023Q4: 247 shares; 2024Q1: 231 shares; 2024Q2: 230 shares 230 $88.6K 0.01% -1 Timeline PGF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,973 shares; 2023Q4: 5,973 shares; 2024Q1: 5,973 shares; 2024Q2: 5,973 shares 5,973 $88K 0.01% 0 Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 236 shares; 2023Q4: 271 shares; 2024Q1: 362 shares; 2024Q2: 418 shares 418 $87.9K 0.01% +56 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 608 shares; 2023Q4: 709 shares; 2024Q1: 746 shares; 2024Q2: 740 shares 740 $87K 0.01% -6 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,366 shares; 2023Q4: 1,368 shares; 2024Q1: 939 shares; 2024Q2: 898 shares 898 $86.8K 0.01% -41 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 992 shares; 2023Q4: 868 shares; 2024Q1: 879 shares; 2024Q2: 852 shares 852 $86K 0.01% -27 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 347 shares; 2023Q4: 369 shares; 2024Q1: 380 shares; 2024Q2: 420 shares 420 $85.9K 0.01% +40 Timeline USMC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,797 shares; 2023Q4: 1,582 shares; 2024Q1: 1,582 shares; 2024Q2: 1,582 shares 1,582 $85.8K 0.01% 0 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 209 shares; 2023Q4: 1,813 shares; 2024Q1: 2,808 shares; 2024Q2: 1,901 shares 1,901 $85K 0.01% -907 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,900 shares; 2023Q4: 7,900 shares; 2024Q1: 8,700 shares; 2024Q2: 8,700 shares 8,700 $84.7K 0.01% 0 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 846 shares; 2023Q4: 915 shares; 2024Q1: 1,013 shares; 2024Q2: 985 shares 985 $84.5K 0.01% -28 Timeline FTHY FIRST TR HIGH YIELD OPPRT 20 More: the full row for FIRST TR HIGH YIELD OPPRT 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 11,500 shares; 2023Q4: 10,300 shares; 2024Q1: 6,300 shares; 2024Q2: 5,900 shares 5,900 $84.5K 0.01% -400 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,019 shares; 2023Q4: 782 shares; 2024Q1: 785 shares; 2024Q2: 810 shares 810 $83.8K 0.01% +25 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 834 shares; 2023Q4: 1,035 shares; 2024Q1: 1,066 shares; 2024Q2: 1,092 shares 1,092 $83.7K 0.01% +26 Timeline CDP COPT DEFENSE PROPERTIES More: the full row for COPT DEFENSE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,665 shares; 2023Q4: 3,168 shares; 2024Q1: 3,292 shares; 2024Q2: 3,286 shares 3,286 $83.2K 0.01% -6 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 71 shares; 2023Q4: 111 shares; 2024Q1: 123 shares; 2024Q2: 140 shares 140 $82.6K 0.01% +17 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 232 shares; 2023Q4: 240 shares; 2024Q1: 244 shares; 2024Q2: 250 shares 250 $82.3K 0.01% +6 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 797 shares; 2023Q4: 798 shares; 2024Q1: 518 shares; 2024Q2: 529 shares 529 $82.2K 0.01% +11 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,169 shares; 2023Q4: 4,169 shares; 2024Q1: 4,169 shares; 2024Q2: 4,169 shares 4,169 $81.9K 0.01% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 215 shares; 2023Q4: 1,229 shares; 2024Q1: 1,229 shares; 2024Q2: 1,327 shares 1,327 $81.8K 0.01% +98 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,259 shares; 2023Q4: 10,761 shares; 2024Q1: 9,845 shares; 2024Q2: 9,896 shares 9,896 $81.7K 0.01% +51 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 760 shares; 2023Q4: 300 shares; 2024Q1: 298 shares; 2024Q2: 278 shares 278 $81.6K 0.01% -20 Timeline CASH PATHWARD FINANCIAL INC More: the full row for PATHWARD FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,440 shares; 2023Q4: 1,440 shares; 2024Q1: 1,440 shares; 2024Q2: 1,440 shares 1,440 $81.5K 0.01% 0 Timeline DDEC 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 22,469 shares; 2023Q4: 16,566 shares; 2024Q1: 2,117 shares; 2024Q2: 2,116 shares 2,116 $81.5K 0.01% -1 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,080 shares; 2023Q4: 1,063 shares; 2024Q1: 1,089 shares; 2024Q2: 1,124 shares 1,124 $80.7K 0.01% +35 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 188 shares; 2023Q4: 1,538 shares; 2024Q1: 1,538 shares; 2024Q2: 1,538 shares 1,538 $80.1K 0.01% 0 Timeline ENVESTNET INC ENVESTNET INC More: the full row for ENVESTNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 804 shares; 2023Q4: 1,067 shares; 2024Q1: 1,264 shares; 2024Q2: 1,278 shares 1,278 $80K 0.01% +14