MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 94,046 shares; 2023Q3: 94,701 shares; 2023Q4: not loaded; 2024Q1: 87,655 shares; 2024Q2: 87,785 shares 87,785 $39.3M 7.97% +130 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 388 shares; 2023Q3: 373 shares; 2023Q4: not loaded; 2024Q1: 23,319 shares; 2024Q2: 238,228 shares 238,228 $29.4M 5.96% +214,909 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 119,586 shares; 2023Q3: 122,245 shares; 2023Q4: not loaded; 2024Q1: 105,498 shares; 2024Q2: 105,392 shares 105,392 $22.2M 4.5% -106 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 6,607 shares; 2023Q3: 33,593 shares; 2023Q4: not loaded; 2024Q1: 33,250 shares; 2024Q2: 42,667 shares 42,667 $21.5M 4.36% +9,417 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 21,415 shares; 2023Q3: 21,653 shares; 2023Q4: not loaded; 2024Q1: 21,276 shares; 2024Q2: 21,251 shares 21,251 $19.2M 3.9% -25 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 97,566 shares; 2023Q3: 98,209 shares; 2023Q4: not loaded; 2024Q1: 96,609 shares; 2024Q2: 97,804 shares 97,804 $18.9M 3.83% +1,195 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 97,311 shares; 2023Q3: 99,140 shares; 2023Q4: not loaded; 2024Q1: 97,434 shares; 2024Q2: 97,387 shares 97,387 $17.7M 3.59% -47 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 61,183 shares; 2023Q3: 61,199 shares; 2023Q4: not loaded; 2024Q1: 48,328 shares; 2024Q2: 48,283 shares 48,283 $16.4M 3.32% -45 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 19,221 shares; 2023Q3: 18,891 shares; 2023Q4: not loaded; 2024Q1: 18,228 shares; 2024Q2: 18,509 shares 18,509 $15.7M 3.19% +281 Timeline BROADCOM LTD BROADCOM LTD More: the full row for BROADCOM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 9,480 shares; 2023Q3: 9,617 shares; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 9,479 shares 9,479 $15.2M 3.08% new 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: 34,737 shares; 2023Q3: 34,737 shares; 2023Q4: not loaded; 2024Q1: 101,373 shares; 2024Q2: 101,426 shares 101,426 $12.6M 2.54% +53 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 52,471 shares; 2023Q3: 53,136 shares; 2023Q4: not loaded; 2024Q1: 52,909 shares; 2024Q2: 83,947 shares 83,947 $12.5M 2.54% +31,038 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not loaded; 2024Q1: 13,719 shares; 2024Q2: 26,488 shares 26,488 $12.4M 2.52% +12,769 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 22,888 shares; 2023Q3: 23,098 shares; 2023Q4: not loaded; 2024Q1: 22,769 shares; 2024Q2: 21,649 shares 21,649 $12M 2.44% -1,120 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 66,591 shares; 2023Q3: 66,356 shares; 2023Q4: not loaded; 2024Q1: 65,386 shares; 2024Q2: 65,629 shares 65,629 $11.6M 2.34% +243 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 58,082 shares; 2023Q3: 58,392 shares; 2023Q4: not loaded; 2024Q1: 57,257 shares; 2024Q2: 57,023 shares 57,023 $11.5M 2.34% -234 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: 7,910 shares; 2023Q3: 7,911 shares; 2023Q4: not loaded; 2024Q1: 7,911 shares; 2024Q2: 7,911 shares 7,911 $11.1M 2.24% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 23,812 shares; 2023Q3: 24,050 shares; 2023Q4: not loaded; 2024Q1: 23,800 shares; 2024Q2: 23,823 shares 23,823 $10.5M 2.13% +23 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 21,635 shares; 2023Q3: 21,677 shares; 2023Q4: not loaded; 2024Q1: 21,334 shares; 2024Q2: 21,501 shares 21,501 $9.59M 1.94% +167 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 27,403 shares; 2023Q3: 27,559 shares; 2023Q4: not loaded; 2024Q1: 26,912 shares; 2024Q2: 26,911 shares 26,911 $9.26M 1.88% -1 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 61,612 shares; 2023Q4: not loaded; 2024Q1: 63,331 shares; 2024Q2: 64,018 shares 64,018 $9.14M 1.85% +687 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: 13,723 shares; 2023Q3: 13,783 shares; 2023Q4: not loaded; 2024Q1: 13,666 shares; 2024Q2: 13,699 shares 13,699 $9M 1.82% +33 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not loaded; 2024Q1: 23,123 shares; 2024Q2: 23,305 shares 23,305 $9M 1.82% +182 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 46,275 shares; 2023Q3: 46,202 shares; 2023Q4: not loaded; 2024Q1: 45,350 shares; 2024Q2: 45,433 shares 45,433 $8.95M 1.81% +83 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 19,833 shares; 2023Q3: 20,032 shares; 2023Q4: not loaded; 2024Q1: 19,721 shares; 2024Q2: 19,693 shares 19,693 $8.64M 1.75% -28 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 7,804 shares; 2023Q3: 63,709 shares; 2023Q4: not loaded; 2024Q1: 60,388 shares; 2024Q2: 61,146 shares 61,146 $8.63M 1.75% +758 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 123,474 shares; 2023Q3: 123,411 shares; 2023Q4: not loaded; 2024Q1: 117,267 shares; 2024Q2: 117,710 shares 117,710 $8.34M 1.69% +443 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 11,039 shares; 2023Q3: 11,114 shares; 2023Q4: not loaded; 2024Q1: 23,532 shares; 2024Q2: 23,637 shares 23,637 $8.04M 1.63% +105 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 109,783 shares 109,783 $7.98M 1.62% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not loaded; 2024Q1: 33,486 shares; 2024Q2: 34,737 shares 34,737 $7.8M 1.58% +1,251 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 13,738 shares; 2023Q3: 13,758 shares; 2023Q4: not loaded; 2024Q1: 13,416 shares; 2024Q2: 13,436 shares 13,436 $7.43M 1.51% +20 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 14,321 shares 14,321 $7.24M 1.47% new 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: 71,205 shares; 2023Q3: 71,809 shares; 2023Q4: not loaded; 2024Q1: 71,987 shares; 2024Q2: 72,034 shares 72,034 $7M 1.42% +47 Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 8,726 shares; 2023Q4: not loaded; 2024Q1: 8,488 shares; 2024Q2: 8,468 shares 8,468 $6.67M 1.35% -20 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: not reported; 2023Q3: not reported; 2023Q4: not loaded; 2024Q1: 134,496 shares; 2024Q2: 135,875 shares 135,875 $6.63M 1.34% +1,379 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: not reported; 2023Q3: not reported; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 82,800 shares 82,800 $6.45M 1.31% new 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: 15,896 shares; 2023Q3: 15,877 shares; 2023Q4: not loaded; 2024Q1: 15,488 shares; 2024Q2: 15,192 shares 15,192 $5.86M 1.19% -296 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 89,544 shares; 2023Q4: not loaded; 2024Q1: 27,490 shares; 2024Q2: 27,490 shares 27,490 $3.4M 0.69% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 15,340 shares; 2023Q3: 15,340 shares; 2023Q4: not loaded; 2024Q1: 15,400 shares; 2024Q2: 15,400 shares 15,400 $2.82M 0.57% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 12,828 shares; 2023Q3: 12,803 shares; 2023Q4: not loaded; 2024Q1: 12,803 shares; 2024Q2: 12,803 shares 12,803 $2.55M 0.52% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,308 shares; 2023Q3: 2,308 shares; 2023Q4: not loaded; 2024Q1: 2,308 shares; 2024Q2: 2,308 shares 2,308 $2.42M 0.49% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,849 shares; 2023Q3: 3,829 shares; 2023Q4: not loaded; 2024Q1: 3,829 shares; 2024Q2: 3,814 shares 3,814 $1.55M 0.31% -15 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,400 shares; 2023Q3: 1,100 shares; 2023Q4: not loaded; 2024Q1: 1,400 shares; 2024Q2: 1,400 shares 1,400 $1.43M 0.29% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,720 shares; 2023Q3: 5,720 shares; 2023Q4: not loaded; 2024Q1: 28,560 shares; 2024Q2: 19,560 shares 19,560 $1.32M 0.27% -9,000 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 23,534 shares; 2023Q3: 23,756 shares; 2023Q4: not loaded; 2024Q1: 3,560 shares; 2024Q2: 3,560 shares 3,560 $918K 0.19% 0 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,825 shares; 2023Q3: 2,825 shares; 2023Q4: not loaded; 2024Q1: 2,825 shares; 2024Q2: 2,825 shares 2,825 $872K 0.18% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,269 shares; 2023Q3: 3,269 shares; 2023Q4: not loaded; 2024Q1: 3,269 shares; 2024Q2: 3,388 shares 3,388 $863K 0.17% +119 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 51,971 shares; 2023Q3: 6,579 shares; 2023Q4: not loaded; 2024Q1: 6,248 shares; 2024Q2: 5,721 shares 5,721 $836K 0.17% -527 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: 13,372 shares; 2023Q3: 13,372 shares; 2023Q4: not loaded; 2024Q1: 13,272 shares; 2024Q2: 13,272 shares 13,272 $831K 0.17% 0 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 176 shares; 2023Q3: 176 shares; 2023Q4: not loaded; 2024Q1: 1,478 shares; 2024Q2: 1,483 shares 1,483 $806K 0.16% +5 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 17,670 shares; 2023Q3: 17,570 shares; 2023Q4: not loaded; 2024Q1: 17,570 shares; 2024Q2: 17,570 shares 17,570 $698K 0.14% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,300 shares; 2023Q3: 5,300 shares; 2023Q4: not loaded; 2024Q1: 5,300 shares; 2024Q2: 5,300 shares 5,300 $514K 0.1% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 35,281 shares; 2023Q3: 2,006 shares; 2023Q4: not loaded; 2024Q1: 2,006 shares; 2024Q2: 2,006 shares 2,006 $511K 0.1% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,095 shares; 2023Q3: 2,095 shares; 2023Q4: not loaded; 2024Q1: 2,157 shares; 2024Q2: 2,157 shares 2,157 $495K 0.1% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 26,018 shares; 2023Q3: 26,411 shares; 2023Q4: not loaded; 2024Q1: 27,183 shares; 2024Q2: 1,552 shares 1,552 $427K 0.09% -25,631 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 30,937 shares; 2023Q3: 30,900 shares; 2023Q4: not loaded; 2024Q1: 2,334 shares; 2024Q2: 2,191 shares 2,191 $361K 0.07% -143 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: 26,146 shares; 2023Q3: 25,867 shares; 2023Q4: not loaded; 2024Q1: 102,616 shares; 2024Q2: 5,714 shares 5,714 $337K 0.07% -96,902 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 16,347 shares; 2023Q3: 16,217 shares; 2023Q4: not loaded; 2024Q1: 15,885 shares; 2024Q2: 616 shares 616 $313K 0.06% -15,269 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 16,176 shares; 2023Q3: 16,394 shares; 2023Q4: not loaded; 2024Q1: 704 shares; 2024Q2: 755 shares 755 $281K 0.06% +51 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,188 shares; 2023Q3: 1,188 shares; 2023Q4: not loaded; 2024Q1: 1,188 shares; 2024Q2: 1,188 shares 1,188 $281K 0.06% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,698 shares; 2023Q3: 1,698 shares; 2023Q4: not loaded; 2024Q1: 1,628 shares; 2024Q2: 1,624 shares 1,624 $280K 0.06% -4 Timeline NSRGY NESTLE SA-SPONS ADR More: the full row for NESTLE SA-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,625 shares; 2023Q3: 2,625 shares; 2023Q4: not loaded; 2024Q1: 2,625 shares; 2024Q2: 2,625 shares 2,625 $268K 0.05% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,400 shares; 2023Q3: 2,400 shares; 2023Q4: not loaded; 2024Q1: 2,415 shares; 2024Q2: 2,600 shares 2,600 $258K 0.05% +185 Timeline DTEGY DEUTSCHE TELEKOM AG-SPON ADR More: the full row for DEUTSCHE TELEKOM AG-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 9,650 shares; 2023Q3: 9,650 shares; 2023Q4: not loaded; 2024Q1: 9,650 shares; 2024Q2: 9,650 shares 9,650 $243K 0.05% 0 Timeline INTRA-CELLULAR THERAPIES INC INTRA-CELLULAR THERAPIES INC More: the full row for INTRA-CELLULAR THERAPIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,550 shares; 2023Q3: 3,550 shares; 2023Q4: not loaded; 2024Q1: 3,550 shares; 2024Q2: 3,550 shares 3,550 $243K 0.05% 0 NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,250 shares; 2023Q3: 5,250 shares; 2023Q4: not loaded; 2024Q1: 5,250 shares; 2024Q2: 5,250 shares 5,250 $224K 0.05% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,212 shares; 2023Q3: 1,182 shares; 2023Q4: not loaded; 2024Q1: 1,182 shares; 2024Q2: 1,182 shares 1,182 $194K 0.04% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,182 shares; 2023Q3: 1,182 shares; 2023Q4: not loaded; 2024Q1: 1,114 shares; 2024Q2: 1,114 shares 1,114 $191K 0.04% 0 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: 3,021 shares; 2023Q3: 3,021 shares; 2023Q4: not loaded; 2024Q1: 3,021 shares; 2024Q2: 3,021 shares 3,021 $180K 0.04% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 711 shares; 2023Q3: 711 shares; 2023Q4: not loaded; 2024Q1: 729 shares; 2024Q2: 729 shares 729 $166K 0.03% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 344 shares; 2023Q3: 344 shares; 2023Q4: not loaded; 2024Q1: 344 shares; 2024Q2: 344 shares 344 $160K 0.03% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 333 shares; 2023Q3: 333 shares; 2023Q4: not loaded; 2024Q1: 333 shares; 2024Q2: 333 shares 333 $159K 0.03% 0 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,725 shares; 2023Q3: 1,725 shares; 2023Q4: not loaded; 2024Q1: 1,725 shares; 2024Q2: 1,550 shares 1,550 $147K 0.03% -175 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 645 shares; 2023Q3: 645 shares; 2023Q4: not loaded; 2024Q1: 645 shares; 2024Q2: 645 shares 645 $137K 0.03% 0 Timeline Deutsche Telekom AG Deutsche Telekom AG More: the full row for Deutsche Telekom AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,900 shares; 2023Q3: not reported; 2023Q4: not loaded; 2024Q1: 4,900 shares; 2024Q2: 4,900 shares 4,900 $123K 0.02% 0 ALIZY ALLIANZ SE More: the full row for ALLIANZ SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,400 shares; 2023Q3: 4,400 shares; 2023Q4: not loaded; 2024Q1: 4,400 shares; 2024Q2: 4,400 shares 4,400 $121K 0.02% 0 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,400 shares; 2023Q3: not reported; 2023Q4: not loaded; 2024Q1: 1,400 shares; 2024Q2: 1,400 shares 1,400 $117K 0.02% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,930 shares; 2023Q3: 1,930 shares; 2023Q4: not loaded; 2024Q1: 1,930 shares; 2024Q2: 1,930 shares 1,930 $116K 0.02% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,200 shares; 2023Q3: 1,200 shares; 2023Q4: not loaded; 2024Q1: 1,200 shares; 2024Q2: 1,200 shares 1,200 $110K 0.02% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 84,981 shares; 2023Q3: 85,914 shares; 2023Q4: not loaded; 2024Q1: 958 shares; 2024Q2: 921 shares 921 $105K 0.02% -37 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 57,298 shares; 2023Q3: 57,187 shares; 2023Q4: not loaded; 2024Q1: 34,275 shares; 2024Q2: 1,245 shares 1,245 $96K 0.02% -33,030 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 340 shares; 2023Q3: 340 shares; 2023Q4: not loaded; 2024Q1: 367 shares; 2024Q2: 367 shares 367 $96K 0.02% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,451 shares; 2023Q3: 1,451 shares; 2023Q4: not loaded; 2024Q1: 1,381 shares; 2024Q2: 1,481 shares 1,481 $94K 0.02% +100 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: 2,157 shares; 2023Q3: 2,012 shares; 2023Q4: not loaded; 2024Q1: 1,592 shares; 2024Q2: 970 shares 970 $94K 0.02% -622 Timeline ROYAL DUTCH SHELL PLC SPN A… ROYAL DUTCH SHELL PLC SPN ADR More: the full row for ROYAL DUTCH SHELL PLC SPN ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,300 shares; 2023Q3: 1,300 shares; 2023Q4: not loaded; 2024Q1: 1,300 shares; 2024Q2: 1,300 shares 1,300 $93K 0.02% 0 ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 300 shares; 2023Q3: not reported; 2023Q4: not loaded; 2024Q1: 300 shares; 2024Q2: 300 shares 300 $91K 0.02% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 875 shares; 2023Q3: 875 shares; 2023Q4: not loaded; 2024Q1: 875 shares; 2024Q2: 875 shares 875 $90K 0.02% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 640 shares; 2023Q3: 640 shares; 2023Q4: not loaded; 2024Q1: 640 shares; 2024Q2: 640 shares 640 $88K 0.02% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 415 shares 415 $82K 0.02% new Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 350 shares; 2023Q3: 350 shares; 2023Q4: not loaded; 2024Q1: 350 shares; 2024Q2: 350 shares 350 $79K 0.02% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 300 shares; 2023Q3: not reported; 2023Q4: not loaded; 2024Q1: 300 shares; 2024Q2: 300 shares 300 $79K 0.02% 0 Timeline TDIV 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: 1,000 shares; 2023Q3: 1,000 shares; 2023Q4: not loaded; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares 1,000 $75K 0.02% 0 Timeline TR TOOTSIE ROLL INDS INC More: the full row for TOOTSIE ROLL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,355 shares; 2023Q3: 2,355 shares; 2023Q4: not loaded; 2024Q1: 2,355 shares; 2024Q2: 2,425 shares 2,425 $74K 0.01% +70 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,663 shares; 2023Q3: 4,663 shares; 2023Q4: not loaded; 2024Q1: 4,463 shares; 2024Q2: 1,538 shares 1,538 $73K 0.01% -2,925 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 288 shares; 2023Q3: 288 shares; 2023Q4: not loaded; 2024Q1: 288 shares; 2024Q2: 288 shares 288 $73K 0.01% 0 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 395 shares; 2023Q3: 395 shares; 2023Q4: not loaded; 2024Q1: 395 shares; 2024Q2: 395 shares 395 $71K 0.01% 0 Timeline SWPPX SCHWAB S&P 500 INDEX-SEL More: the full row for SCHWAB S&P 500 INDEX-SEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 825 shares; 2023Q3: 825 shares; 2023Q4: not loaded; 2024Q1: 825 shares; 2024Q2: 825 shares 825 $69K 0.01% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 200 shares; 2023Q3: 150 shares; 2023Q4: not loaded; 2024Q1: 150 shares; 2024Q2: 150 shares 150 $67K 0.01% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 756 shares; 2023Q3: 756 shares; 2023Q4: not loaded; 2024Q1: 756 shares; 2024Q2: 756 shares 756 $66K 0.01% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 425 shares; 2023Q3: 425 shares; 2023Q4: not loaded; 2024Q1: 425 shares; 2024Q2: 425 shares 425 $66K 0.01% 0 Timeline BNP Paribas SA BNP Paribas SA More: the full row for BNP Paribas SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not loaded; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares 1,000 $63K 0.01% 0 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: not reported; 2023Q3: not reported; 2023Q4: not loaded; 2024Q1: 1,430 shares; 2024Q2: 2,465 shares 2,465 $62K 0.01% +1,035 Timeline Heidelberg Materials AG Heidelberg Materials AG More: the full row for Heidelberg Materials AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 600 shares; 2023Q3: not reported; 2023Q4: not loaded; 2024Q1: 600 shares; 2024Q2: 600 shares 600 $62K 0.01% 0 NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,433 shares; 2023Q3: 2,437 shares; 2023Q4: not loaded; 2024Q1: 1,826 shares; 2024Q2: 1,436 shares 1,436 $60K 0.01% -390 Timeline INFINEON TECHNOLOGIES AG INFINEON TECHNOLOGIES AG More: the full row for INFINEON TECHNOLOGIES AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,600 shares; 2023Q3: not reported; 2023Q4: not loaded; 2024Q1: 1,600 shares; 2024Q2: 1,600 shares 1,600 $58K 0.01% 0 VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,197 shares; 2023Q3: 1,744 shares; 2023Q4: not loaded; 2024Q1: 1,357 shares; 2024Q2: 1,357 shares 1,357 $55K 0.01% 0 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: 1,900 shares; 2023Q3: 1,900 shares; 2023Q4: not loaded; 2024Q1: 1,900 shares; 2024Q2: 950 shares 950 $54K 0.01% -950 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 900 shares; 2023Q3: 900 shares; 2023Q4: not loaded; 2024Q1: 900 shares; 2024Q2: 900 shares 900 $53K 0.01% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,701 shares; 2023Q3: 3,034 shares; 2023Q4: not loaded; 2024Q1: 3,034 shares; 2024Q2: 1,868 shares 1,868 $52K 0.01% -1,166 Timeline RHHBY ROCHE HOLDINGS LTD-SPONS ADR More: the full row for ROCHE HOLDINGS LTD-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 17,410 shares; 2023Q3: 17,010 shares; 2023Q4: not loaded; 2024Q1: 17,010 shares; 2024Q2: 1,450 shares 1,450 $50K 0.01% -15,560 Timeline SAP SE 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: 250 shares; 2023Q3: not reported; 2023Q4: not loaded; 2024Q1: 250 shares; 2024Q2: 250 shares 250 $50K 0.01% 0 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: 200 shares; 2023Q3: not reported; 2023Q4: not loaded; 2024Q1: 200 shares; 2024Q2: 200 shares 200 $49K 0.01% 0 Timeline Veolia Environnement SA Veolia Environnement SA More: the full row for Veolia Environnement SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not loaded; 2024Q1: 1,600 shares; 2024Q2: 1,600 shares 1,600 $47K 0.01% 0 SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 362 shares; 2023Q3: 362 shares; 2023Q4: not loaded; 2024Q1: 362 shares; 2024Q2: 362 shares 362 $46K 0.01% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,100 shares; 2023Q3: 1,100 shares; 2023Q4: not loaded; 2024Q1: 1,100 shares; 2024Q2: 1,100 shares 1,100 $45K 0.01% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,306 shares; 2023Q3: 1,306 shares; 2023Q4: not loaded; 2024Q1: 1,306 shares; 2024Q2: 2,306 shares 2,306 $44K 0.01% +1,000 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 136,112 shares; 2023Q3: 137,087 shares; 2023Q4: not loaded; 2024Q1: 133,848 shares; 2024Q2: 920 shares 920 $43K 0.01% -132,928 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 425 shares 425 $43K 0.01% new Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 310 shares; 2023Q3: 310 shares; 2023Q4: not loaded; 2024Q1: 310 shares; 2024Q2: 310 shares 310 $42K 0.01% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 174 shares; 2023Q3: 174 shares; 2023Q4: not loaded; 2024Q1: 150 shares; 2024Q2: 250 shares 250 $39K 0.01% +100 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: 1,500 shares; 2023Q3: 1,500 shares; 2023Q4: not loaded; 2024Q1: 1,500 shares; 2024Q2: 1,000 shares 1,000 $38K 0.01% -500 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: not reported; 2023Q3: not reported; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 151 shares 151 $36K 0.01% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 872 shares; 2023Q3: 872 shares; 2023Q4: not loaded; 2024Q1: 872 shares; 2024Q2: 872 shares 872 $34K 0.01% 0 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: 530 shares; 2023Q3: 530 shares; 2023Q4: not loaded; 2024Q1: 530 shares; 2024Q2: 530 shares 530 $33K 0.01% 0 Timeline SIEMENS AG SIEMENS AG More: the full row for SIEMENS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 180 shares; 2023Q3: not reported; 2023Q4: not loaded; 2024Q1: 180 shares; 2024Q2: 180 shares 180 $33K 0.01% 0 ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not loaded; 2024Q1: 328 shares; 2024Q2: 328 shares 328 $32K 0.01% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 225 shares; 2023Q3: 225 shares; 2023Q4: not loaded; 2024Q1: 225 shares; 2024Q2: 225 shares 225 $30K 0.01% 0 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 567 shares; 2023Q3: 567 shares; 2023Q4: not loaded; 2024Q1: 567 shares; 2024Q2: 567 shares 567 $30K 0.01% 0 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 70 shares; 2023Q3: not reported; 2023Q4: not loaded; 2024Q1: 70 shares; 2024Q2: 70 shares 70 $28K 0.01% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 600 shares; 2023Q3: 600 shares; 2023Q4: not loaded; 2024Q1: 600 shares; 2024Q2: 600 shares 600 $28K 0.01% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 900 shares 900 $27K 0.01% new Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: not loaded; 2024Q1: 500 shares; 2024Q2: 500 shares 500 $27K 0.01% 0 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 400 shares; 2023Q3: 400 shares; 2023Q4: not loaded; 2024Q1: 400 shares; 2024Q2: 400 shares 400 $25K 0.01% 0 Timeline DVY 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: 623 shares; 2023Q3: not reported; 2023Q4: not loaded; 2024Q1: 200 shares; 2024Q2: 200 shares 200 $24K <0.01% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 200 shares; 2023Q3: not reported; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 500 shares 500 $24K <0.01% new Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 231 shares; 2023Q3: 231 shares; 2023Q4: not loaded; 2024Q1: 231 shares; 2024Q2: 231 shares 231 $24K <0.01% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 101 shares 101 $23K <0.01% new Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 60 shares; 2023Q3: 60 shares; 2023Q4: not loaded; 2024Q1: 60 shares; 2024Q2: 60 shares 60 $22K <0.01% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 350 shares; 2023Q3: 350 shares; 2023Q4: not loaded; 2024Q1: 350 shares; 2024Q2: 350 shares 350 $22K <0.01% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 108 shares; 2023Q3: 108 shares; 2023Q4: not loaded; 2024Q1: 108 shares; 2024Q2: 108 shares 108 $18K <0.01% 0 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 2,800 shares 2,800 $18K <0.01% new Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 100 shares 100 $18K <0.01% new Timeline FCOM 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: not reported; 2023Q3: not reported; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 350 shares 350 $18K <0.01% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 100 shares 100 $17K <0.01% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 222,071 shares; 2023Q3: 68,309 shares; 2023Q4: not loaded; 2024Q1: 1,240 shares; 2024Q2: 1,421 shares 1,421 $17K <0.01% +181 Timeline MEDTRONIC INC MEDTRONIC INC More: the full row for MEDTRONIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 94,880 shares; 2023Q3: 94,872 shares; 2023Q4: not loaded; 2024Q1: 13,677 shares; 2024Q2: 220 shares 220 $17K <0.01% -13,457 AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 100 shares 100 $16K <0.01% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 250 shares 250 $15K <0.01% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 100 shares 100 $15K <0.01% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 73 shares; 2023Q3: 73 shares; 2023Q4: not loaded; 2024Q1: 73 shares; 2024Q2: 73 shares 73 $15K <0.01% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: not loaded; 2024Q1: 500 shares; 2024Q2: 150 shares 150 $15K <0.01% -350 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: not loaded; 2024Q1: 200 shares; 2024Q2: 200 shares 200 $15K <0.01% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 72 shares; 2023Q3: 72 shares; 2023Q4: not loaded; 2024Q1: 72 shares; 2024Q2: 72 shares 72 $15K <0.01% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 150 shares; 2023Q3: not reported; 2023Q4: not loaded; 2024Q1: 150 shares; 2024Q2: 150 shares 150 $15K <0.01% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 104 shares 104 $14K <0.01% new 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: not reported; 2023Q3: not reported; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 303 shares 303 $14K <0.01% new 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: not reported; 2023Q3: not reported; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 1,000 shares 1,000 $14K <0.01% new Timeline Sanofi SA Sanofi SA More: the full row for Sanofi SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 150 shares; 2023Q3: not reported; 2023Q4: not loaded; 2024Q1: 150 shares; 2024Q2: 150 shares 150 $14K <0.01% 0 ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 55 shares; 2023Q3: not reported; 2023Q4: not loaded; 2024Q1: 55 shares; 2024Q2: 55 shares 55 $13K <0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 275 shares; 2023Q3: 275 shares; 2023Q4: not loaded; 2024Q1: 275 shares; 2024Q2: 275 shares 275 $13K <0.01% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 121 shares; 2023Q3: 121 shares; 2023Q4: not loaded; 2024Q1: 121 shares; 2024Q2: 121 shares 121 $12K <0.01% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 150 shares 150 $12K <0.01% new Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 100 shares 100 $12K <0.01% new Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 106 shares 106 $12K <0.01% new Timeline AMERICAN WATER WORKS INC AMERICAN WATER WORKS INC More: the full row for AMERICAN WATER WORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 93 shares; 2023Q3: not reported; 2023Q4: not loaded; 2024Q1: 93 shares; 2024Q2: 93 shares 93 $12K <0.01% 0 KINDER MORGAN INC KANS KINDER MORGAN INC KANS More: the full row for KINDER MORGAN INC KANS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 600 shares 600 $11K <0.01% new FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 50 shares 50 $11K <0.01% new Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 100 shares 100 $11K <0.01% new Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not loaded; 2024Q1: 245 shares; 2024Q2: 245 shares 245 $11K <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: not reported; 2023Q3: not reported; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 800 shares 800 $10K <0.01% new Timeline ALGT ALLEGIANT TRAVEL CO More: the full row for ALLEGIANT TRAVEL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 200 shares; 2023Q3: not reported; 2023Q4: not loaded; 2024Q1: 200 shares; 2024Q2: 200 shares 200 $10K <0.01% 0 Timeline