AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 455,867 shares; 2023Q4: 452,606 shares; 2024Q1: 448,313 shares 448,313 $76.9M 22.63% -4,293 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 50,296 shares; 2023Q4: 49,512 shares; 2024Q1: 49,014 shares 49,014 $20.6M 6.07% -498 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 41,029 shares; 2023Q4: 41,025 shares; 2024Q1: 41,124 shares 41,124 $14.2M 4.17% +99 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 30,651 shares; 2023Q4: 30,103 shares; 2024Q1: 29,736 shares 29,736 $12.5M 3.68% -367 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 16,331 shares; 2023Q3: 16,445 shares; 2023Q4: 16,469 shares; 2024Q1: 16,212 shares 16,212 $8.5M 2.5% -257 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 33,289 shares; 2023Q4: 36,263 shares; 2024Q1: 40,747 shares 40,747 $6.64M 1.95% +4,484 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 55,320 shares; 2023Q3: 55,434 shares; 2023Q4: 55,136 shares; 2024Q1: 55,162 shares 55,162 $6.41M 1.89% +26 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 6,821 shares; 2023Q4: 6,733 shares; 2024Q1: 6,740 shares 6,740 $5.24M 1.54% +7 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 23,197 shares; 2023Q3: 23,549 shares; 2023Q4: 22,868 shares; 2024Q1: 22,929 shares 22,929 $4.59M 1.35% +61 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 29,926 shares; 2023Q3: 28,767 shares; 2023Q4: 28,015 shares; 2024Q1: 27,915 shares 27,915 $4.25M 1.25% -100 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 25,375 shares; 2023Q4: 24,908 shares; 2024Q1: 24,379 shares 24,379 $3.96M 1.16% -529 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 26,030 shares; 2023Q4: 25,251 shares; 2024Q1: 24,366 shares 24,366 $3.85M 1.13% -885 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 32,207 shares; 2023Q3: 31,153 shares; 2023Q4: 30,795 shares; 2024Q1: 29,013 shares 29,013 $3.83M 1.13% -1,782 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 73,054 shares; 2023Q3: 96,853 shares; 2023Q4: 116,158 shares; 2024Q1: 145,340 shares 145,340 $3.75M 1.1% +29,182 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 85,321 shares; 2023Q3: 83,699 shares; 2023Q4: 82,001 shares; 2024Q1: 87,748 shares 87,748 $3.68M 1.08% +5,747 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 20,204 shares; 2023Q4: 20,498 shares; 2024Q1: 20,381 shares 20,381 $3.68M 1.08% -117 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,391 shares; 2023Q3: 3,698 shares; 2023Q4: 3,804 shares; 2024Q1: 3,797 shares 3,797 $3.43M 1.01% -7 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 8,562 shares; 2023Q3: 9,881 shares; 2023Q4: 10,749 shares; 2024Q1: 11,827 shares 11,827 $3.2M 0.94% +1,078 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 40,811 shares; 2023Q3: 57,862 shares; 2023Q4: 71,970 shares; 2024Q1: 91,848 shares 91,848 $2.98M 0.88% +19,878 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 20,578 shares; 2023Q3: 20,889 shares; 2023Q4: 21,112 shares; 2024Q1: 21,863 shares 21,863 $2.88M 0.85% +751 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 25,134 shares; 2023Q4: 25,184 shares; 2024Q1: 22,019 shares 22,019 $2.83M 0.83% -3,165 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 104,078 shares; 2023Q4: 102,112 shares; 2024Q1: 101,791 shares 101,791 $2.83M 0.83% -321 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,271 shares; 2023Q3: 4,626 shares; 2023Q4: 4,713 shares; 2024Q1: 4,964 shares 4,964 $2.76M 0.81% +251 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 17,141 shares; 2023Q3: 17,728 shares; 2023Q4: 17,193 shares; 2024Q1: 17,530 shares 17,530 $2.65M 0.78% +337 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 9,905 shares; 2023Q4: 10,156 shares; 2024Q1: 11,082 shares 11,082 $2.33M 0.69% +926 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 50,196 shares; 2023Q4: 40,536 shares; 2024Q1: 42,880 shares 42,880 $2.33M 0.68% +2,344 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,622 shares; 2023Q3: 4,630 shares; 2023Q4: 4,682 shares; 2024Q1: 4,690 shares 4,690 $2.26M 0.66% +8 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 30,268 shares; 2023Q3: 25,725 shares; 2023Q4: 23,494 shares; 2024Q1: 22,317 shares 22,317 $2.24M 0.66% -1,177 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 12,539 shares; 2023Q4: 12,230 shares; 2024Q1: 12,196 shares 12,196 $2.14M 0.63% -34 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 6,414 shares; 2023Q3: 6,368 shares; 2023Q4: 6,216 shares; 2024Q1: 7,418 shares 7,418 $2.07M 0.61% +1,202 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,630 shares; 2023Q3: 2,675 shares; 2023Q4: 2,686 shares; 2024Q1: 2,734 shares 2,734 $2M 0.59% +48 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 8,329 shares; 2023Q4: 7,828 shares; 2024Q1: 7,970 shares 7,970 $1.99M 0.59% +142 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 3,658 shares; 2023Q4: 3,529 shares; 2024Q1: 3,747 shares 3,747 $1.97M 0.58% +218 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 130,231 shares; 2023Q3: 130,120 shares; 2023Q4: 127,502 shares; 2024Q1: 108,095 shares 108,095 $1.9M 0.56% -19,407 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 13,229 shares; 2023Q4: 11,899 shares; 2024Q1: 11,840 shares 11,840 $1.87M 0.55% -59 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 16,638 shares; 2023Q4: 15,140 shares; 2024Q1: 14,696 shares 14,696 $1.8M 0.53% -444 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 3,250 shares; 2023Q4: 8,793 shares; 2024Q1: 12,314 shares 12,314 $1.76M 0.52% +3,521 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,752 shares; 2023Q3: 3,622 shares; 2023Q4: 3,622 shares; 2024Q1: 3,473 shares 3,473 $1.69M 0.5% -149 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 13,952 shares; 2023Q3: 15,903 shares; 2023Q4: 13,009 shares; 2024Q1: 12,960 shares 12,960 $1.63M 0.48% -49 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 5,970 shares; 2023Q4: 6,172 shares; 2024Q1: 6,228 shares 6,228 $1.55M 0.46% +56 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 11,393 shares; 2023Q4: 12,137 shares; 2024Q1: 13,573 shares 13,573 $1.5M 0.44% +1,436 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,285 shares; 2023Q3: 2,513 shares; 2023Q4: 2,744 shares; 2024Q1: 2,753 shares 2,753 $1.44M 0.42% +9 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 6,684 shares; 2023Q4: 6,472 shares; 2024Q1: 6,968 shares 6,968 $1.43M 0.42% +496 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 7,468 shares; 2023Q4: 7,233 shares; 2024Q1: 7,307 shares 7,307 $1.4M 0.41% +74 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 18,727 shares; 2023Q3: 28,694 shares; 2023Q4: 26,204 shares; 2024Q1: 27,489 shares 27,489 $1.39M 0.41% +1,285 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,710 shares; 2024Q1: 17,201 shares 17,201 $1.39M 0.41% +13,491 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 8,317 shares; 2023Q4: 7,918 shares; 2024Q1: 7,701 shares 7,701 $1.35M 0.4% -217 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 26,849 shares; 2023Q3: 26,882 shares; 2023Q4: 26,804 shares; 2024Q1: 26,950 shares 26,950 $1.34M 0.4% +146 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 30,565 shares; 2023Q3: 30,164 shares; 2023Q4: 29,208 shares; 2024Q1: 30,373 shares 30,373 $1.32M 0.39% +1,165 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 19,721 shares; 2023Q4: 19,697 shares; 2024Q1: 19,487 shares 19,487 $1.3M 0.38% -210 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 7,298 shares; 2023Q4: 7,433 shares; 2024Q1: 10,261 shares 10,261 $1.24M 0.37% +2,828 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 6,623 shares; 2023Q3: 7,159 shares; 2023Q4: 6,636 shares; 2024Q1: 6,721 shares 6,721 $1.22M 0.36% +85 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 3,291 shares; 2023Q4: 3,292 shares; 2024Q1: 3,293 shares 3,293 $1.18M 0.35% +1 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 22,120 shares; 2023Q4: 20,531 shares; 2024Q1: 19,955 shares 19,955 $1.16M 0.34% -576 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 3,410 shares; 2023Q4: 3,411 shares; 2024Q1: 3,420 shares 3,420 $1.15M 0.34% +9 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 17,296 shares; 2023Q4: 19,815 shares; 2024Q1: 18,821 shares 18,821 $1.14M 0.33% -994 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 16,753 shares; 2023Q3: 11,900 shares; 2023Q4: 11,900 shares; 2024Q1: 11,900 shares 11,900 $1.13M 0.33% 0 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 30,105 shares; 2023Q3: 28,468 shares; 2023Q4: 26,786 shares; 2024Q1: 23,796 shares 23,796 $1.13M 0.33% -2,990 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 13,484 shares; 2023Q4: 13,567 shares; 2024Q1: 12,680 shares 12,680 $1.07M 0.32% -887 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 12,781 shares; 2023Q3: 12,755 shares; 2023Q4: 9,986 shares; 2024Q1: 10,039 shares 10,039 $1.06M 0.31% +53 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 5,055 shares; 2023Q4: 4,649 shares; 2024Q1: 4,558 shares 4,558 $1.04M 0.31% -91 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 2,446 shares; 2023Q4: 2,310 shares; 2024Q1: 2,685 shares 2,685 $1.03M 0.3% +375 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 6,871 shares; 2023Q4: 6,857 shares; 2024Q1: 8,692 shares 8,692 $988K 0.29% +1,835 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,338 shares; 2023Q3: 2,378 shares; 2023Q4: 2,298 shares; 2024Q1: 2,193 shares 2,193 $974K 0.29% -105 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 6,269 shares; 2023Q3: 6,150 shares; 2023Q4: 6,070 shares; 2024Q1: 5,428 shares 5,428 $954K 0.28% -642 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 9,433 shares; 2023Q4: 9,634 shares; 2024Q1: 9,215 shares 9,215 $935K 0.28% -419 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 1,428 shares; 2023Q4: 1,429 shares; 2024Q1: 1,429 shares 1,429 $929K 0.27% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,443 shares; 2023Q3: 2,457 shares; 2023Q4: 2,476 shares; 2024Q1: 2,596 shares 2,596 $900K 0.26% +120 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 5,325 shares; 2023Q4: 4,880 shares; 2024Q1: 14,090 shares 14,090 $848K 0.25% +9,210 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 5,293 shares; 2023Q4: 5,293 shares; 2024Q1: 5,293 shares 5,293 $846K 0.25% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 25,169 shares; 2023Q4: 25,016 shares; 2024Q1: 22,241 shares 22,241 $843K 0.25% -2,775 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 2,752 shares; 2023Q4: 2,757 shares; 2024Q1: 2,873 shares 2,873 $817K 0.24% +116 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 15,838 shares 15,838 $816K 0.24% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,503 shares; 2023Q3: 1,569 shares; 2023Q4: 1,596 shares; 2024Q1: 1,612 shares 1,612 $798K 0.23% +16 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 5,656 shares; 2023Q4: 8,379 shares; 2024Q1: 10,544 shares 10,544 $795K 0.23% +2,165 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,472 shares; 2023Q3: 1,422 shares; 2023Q4: 1,422 shares; 2024Q1: 1,472 shares 1,472 $795K 0.23% +50 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 3,187 shares; 2023Q4: 3,188 shares; 2024Q1: 3,204 shares 3,204 $788K 0.23% +16 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 3,547 shares; 2023Q4: 3,749 shares; 2024Q1: 2,139 shares 2,139 $784K 0.23% -1,610 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 4,940 shares; 2023Q4: 4,457 shares; 2024Q1: 4,459 shares 4,459 $755K 0.22% +2 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 19,681 shares; 2023Q3: 19,805 shares; 2023Q4: 17,949 shares; 2024Q1: 17,318 shares 17,318 $751K 0.22% -631 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,291 shares; 2023Q3: 1,264 shares; 2023Q4: 1,244 shares; 2024Q1: 1,215 shares 1,215 $738K 0.22% -29 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 6,838 shares; 2023Q3: 6,991 shares; 2023Q4: 7,378 shares; 2024Q1: 7,618 shares 7,618 $737K 0.22% +240 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 2,499 shares; 2023Q4: 2,570 shares; 2024Q1: 2,600 shares 2,600 $733K 0.22% +30 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,840 shares; 2023Q3: 11,563 shares; 2023Q4: 10,045 shares; 2024Q1: 8,065 shares 8,065 $733K 0.22% -1,980 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 6,188 shares; 2023Q4: 7,700 shares; 2024Q1: 8,983 shares 8,983 $731K 0.22% +1,283 Timeline CLBK COLUMBIA FINL INC More: the full row for COLUMBIA FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 57,409 shares; 2023Q4: 42,409 shares; 2024Q1: 42,409 shares 42,409 $730K 0.21% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 12,049 shares; 2023Q4: 12,376 shares; 2024Q1: 11,861 shares 11,861 $726K 0.21% -515 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 16,420 shares; 2023Q4: 16,361 shares; 2024Q1: 16,271 shares 16,271 $719K 0.21% -90 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 612 shares; 2023Q4: 604 shares; 2024Q1: 540 shares 540 $716K 0.21% -64 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 2,708 shares; 2023Q4: 2,720 shares; 2024Q1: 2,737 shares 2,737 $711K 0.21% +17 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,414 shares; 2023Q3: 4,416 shares; 2023Q4: 4,430 shares; 2024Q1: 2,906 shares 2,906 $709K 0.21% -1,524 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 2,250 shares; 2023Q4: 2,550 shares; 2024Q1: 2,474 shares 2,474 $703K 0.21% -76 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 65,483 shares; 2023Q4: 35,702 shares; 2024Q1: 87,832 shares 87,832 $699K 0.21% +52,130 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 14,289 shares; 2023Q3: 14,296 shares; 2023Q4: 14,304 shares; 2024Q1: 14,011 shares 14,011 $686K 0.2% -293 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 4,700 shares; 2023Q4: 4,576 shares; 2024Q1: 4,605 shares 4,605 $684K 0.2% +29 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6,281 shares 6,281 $676K 0.2% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,230 shares; 2023Q3: 3,295 shares; 2023Q4: 3,295 shares; 2024Q1: 3,295 shares 3,295 $675K 0.2% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 7,008 shares; 2023Q4: 7,098 shares; 2024Q1: 7,082 shares 7,082 $647K 0.19% -16 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,862 shares; 2023Q3: 3,145 shares; 2023Q4: 3,145 shares; 2024Q1: 3,145 shares 3,145 $647K 0.19% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 3,062 shares; 2023Q4: 3,062 shares; 2024Q1: 3,062 shares 3,062 $631K 0.19% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,133 shares; 2023Q3: 1,205 shares; 2023Q4: 1,365 shares; 2024Q1: 1,325 shares 1,325 $615K 0.18% -40 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,129 shares; 2023Q3: 5,157 shares; 2023Q4: 4,703 shares; 2024Q1: 4,664 shares 4,664 $594K 0.17% -39 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 955 shares; 2023Q4: 1,162 shares; 2024Q1: 1,235 shares 1,235 $594K 0.17% +73 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 3,535 shares; 2023Q4: 3,495 shares; 2024Q1: 3,045 shares 3,045 $581K 0.17% -450 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 18,514 shares; 2023Q4: 18,361 shares; 2024Q1: 43,587 shares 43,587 $579K 0.17% +25,226 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 6,198 shares; 2023Q4: 6,199 shares; 2024Q1: 6,152 shares 6,152 $578K 0.17% -47 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 10,094 shares; 2023Q3: 10,083 shares; 2023Q4: 8,496 shares; 2024Q1: 8,888 shares 8,888 $568K 0.17% +392 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 5,397 shares; 2023Q4: 5,406 shares; 2024Q1: 6,065 shares 6,065 $562K 0.17% +659 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 659 shares; 2023Q3: 659 shares; 2023Q4: 659 shares; 2024Q1: 559 shares 559 $538K 0.16% -100 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,447 shares; 2023Q3: 3,451 shares; 2023Q4: 3,595 shares; 2024Q1: 3,619 shares 3,619 $535K 0.16% +24 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,233 shares; 2024Q1: 3,142 shares 3,142 $532K 0.16% -91 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 7,302 shares; 2023Q4: 7,319 shares; 2024Q1: 7,394 shares 7,394 $530K 0.16% +75 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 8,058 shares; 2023Q3: 8,062 shares; 2023Q4: 7,281 shares; 2024Q1: 7,126 shares 7,126 $520K 0.15% -155 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 12,039 shares; 2023Q4: 10,248 shares; 2024Q1: 8,892 shares 8,892 $515K 0.15% -1,356 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 5,526 shares; 2023Q4: 5,544 shares; 2024Q1: 5,563 shares 5,563 $505K 0.15% +19 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6,566 shares 6,566 $503K 0.15% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 7,161 shares; 2023Q3: 7,171 shares; 2023Q4: 6,729 shares; 2024Q1: 6,791 shares 6,791 $503K 0.15% +62 Timeline LAM RESEARCH CORP LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 521 shares; 2023Q4: 521 shares; 2024Q1: 516 shares 516 $502K 0.15% -5 CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 4,696 shares; 2023Q4: 4,696 shares; 2024Q1: 4,696 shares 4,696 $490K 0.14% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,384 shares; 2023Q3: 2,411 shares; 2023Q4: 2,440 shares; 2024Q1: 2,470 shares 2,470 $488K 0.14% +30 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 26,306 shares; 2023Q3: 30,877 shares; 2023Q4: 33,187 shares; 2024Q1: 39,986 shares 39,986 $483K 0.14% +6,799 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 12,274 shares; 2023Q4: 12,075 shares; 2024Q1: 12,076 shares 12,076 $476K 0.14% +1 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 4,548 shares; 2023Q4: 4,746 shares; 2024Q1: 4,968 shares 4,968 $475K 0.14% +222 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 5,167 shares; 2023Q4: 5,182 shares; 2024Q1: 7,568 shares 7,568 $470K 0.14% +2,386 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 2,891 shares; 2023Q4: 2,946 shares; 2024Q1: 2,956 shares 2,956 $469K 0.14% +10 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 8,068 shares; 2023Q4: 8,068 shares; 2024Q1: 8,068 shares 8,068 $467K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 5,294 shares; 2023Q4: 5,177 shares; 2024Q1: 5,151 shares 5,151 $464K 0.14% -26 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 1,623 shares; 2023Q4: 1,870 shares; 2024Q1: 2,024 shares 2,024 $463K 0.14% +154 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 2,622 shares; 2023Q4: 2,407 shares; 2024Q1: 2,364 shares 2,364 $456K 0.13% -43 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 4,593 shares; 2023Q4: 4,860 shares; 2024Q1: 4,916 shares 4,916 $450K 0.13% +56 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 6,542 shares; 2023Q4: 7,312 shares; 2024Q1: 11,409 shares 11,409 $445K 0.13% +4,097 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 12,296 shares; 2023Q3: 14,818 shares; 2023Q4: 15,645 shares; 2024Q1: 20,978 shares 20,978 $437K 0.13% +5,333 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 6,635 shares; 2023Q3: 6,635 shares; 2023Q4: 6,060 shares; 2024Q1: 6,250 shares 6,250 $430K 0.13% +190 SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,692 shares; 2023Q3: 5,833 shares; 2023Q4: 5,833 shares; 2024Q1: 5,833 shares 5,833 $427K 0.13% 0 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 17,164 shares; 2023Q4: 14,291 shares; 2024Q1: 15,326 shares 15,326 $427K 0.13% +1,035 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 7,187 shares; 2024Q1: 13,481 shares 13,481 $420K 0.12% +6,294 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 1,183 shares; 2023Q4: 1,183 shares; 2024Q1: 1,198 shares 1,198 $416K 0.12% +15 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,876 shares; 2023Q3: 1,812 shares; 2023Q4: 1,974 shares; 2024Q1: 2,000 shares 2,000 $416K 0.12% +26 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 881 shares; 2023Q4: 711 shares; 2024Q1: 711 shares 711 $413K 0.12% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,413 shares; 2023Q3: 1,394 shares; 2023Q4: 1,448 shares; 2024Q1: 1,411 shares 1,411 $409K 0.12% -37 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,121 shares; 2023Q3: 1,105 shares; 2023Q4: 1,305 shares; 2024Q1: 1,355 shares 1,355 $408K 0.12% +50 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,049 shares; 2023Q3: 1,048 shares; 2023Q4: 949 shares; 2024Q1: 967 shares 967 $404K 0.12% +18 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 920 shares; 2023Q4: 930 shares; 2024Q1: 930 shares 930 $402K 0.12% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 1,256 shares; 2023Q4: 1,276 shares; 2024Q1: 6,439 shares 6,439 $391K 0.12% +5,163 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 20,382 shares; 2024Q1: 20,239 shares 20,239 $390K 0.11% -143 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,570 shares; 2023Q3: 1,424 shares; 2023Q4: 1,525 shares; 2024Q1: 1,430 shares 1,430 $389K 0.11% -95 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 11,740 shares; 2023Q4: 12,633 shares; 2024Q1: 8,827 shares 8,827 $379K 0.11% -3,806 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 16,588 shares; 2024Q1: 18,862 shares 18,862 $379K 0.11% +2,274 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 2,462 shares; 2023Q4: 2,257 shares; 2024Q1: 2,263 shares 2,263 $370K 0.11% +6 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 2,058 shares; 2023Q4: 2,058 shares; 2024Q1: 2,058 shares 2,058 $369K 0.11% 0 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 5,710 shares; 2023Q4: 5,710 shares; 2024Q1: 5,710 shares 5,710 $368K 0.11% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 3,191 shares; 2023Q4: 3,196 shares; 2024Q1: 3,198 shares 3,198 $365K 0.11% +2 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6,272 shares 6,272 $363K 0.11% new Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,328 shares; 2024Q1: 1,449 shares 1,449 $362K 0.11% +121 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,625 shares; 2023Q3: 2,675 shares; 2023Q4: 2,675 shares; 2024Q1: 2,675 shares 2,675 $358K 0.11% 0 Timeline FTSL 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 7,000 shares; 2023Q3: 7,000 shares; 2023Q4: 7,612 shares; 2024Q1: 7,612 shares 7,612 $352K 0.1% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 6,483 shares; 2023Q3: 6,598 shares; 2023Q4: 6,652 shares; 2024Q1: 7,126 shares 7,126 $351K 0.1% +474 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,180 shares; 2023Q3: 9,248 shares; 2023Q4: 7,034 shares; 2024Q1: 7,034 shares 7,034 $350K 0.1% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 3,179 shares; 2023Q4: 2,975 shares; 2024Q1: 2,975 shares 2,975 $349K 0.1% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,817 shares; 2023Q3: 2,633 shares; 2023Q4: 2,653 shares; 2024Q1: 2,633 shares 2,633 $346K 0.1% -20 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,360 shares 5,360 $339K 0.1% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 862 shares; 2023Q3: 862 shares; 2023Q4: 847 shares; 2024Q1: 847 shares 847 $338K 0.1% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 1,001 shares; 2023Q4: 1,325 shares; 2024Q1: 1,298 shares 1,298 $338K 0.1% -27 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 8,009 shares; 2023Q3: 8,009 shares; 2023Q4: 8,009 shares; 2024Q1: 7,881 shares 7,881 $338K 0.1% -128 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,811 shares; 2023Q3: 2,869 shares; 2023Q4: 2,852 shares; 2024Q1: 3,304 shares 3,304 $338K 0.1% +452 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,582 shares; 2023Q3: 3,436 shares; 2023Q4: 3,664 shares; 2024Q1: 3,814 shares 3,814 $332K 0.1% +150 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,756 shares; 2023Q3: 2,127 shares; 2023Q4: 1,528 shares; 2024Q1: 1,524 shares 1,524 $325K 0.1% -4 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 5,145 shares; 2023Q4: 4,572 shares; 2024Q1: 4,575 shares 4,575 $320K 0.09% +3 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 8,509 shares; 2023Q3: 8,442 shares; 2023Q4: 8,931 shares; 2024Q1: 7,567 shares 7,567 $319K 0.09% -1,364 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 4,195 shares; 2023Q4: 4,016 shares; 2024Q1: 3,986 shares 3,986 $318K 0.09% -30 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 1,684 shares; 2023Q4: 1,708 shares; 2024Q1: 1,713 shares 1,713 $313K 0.09% +5 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 752 shares; 2023Q4: 754 shares; 2024Q1: 755 shares 755 $310K 0.09% +1 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 12,640 shares; 2024Q1: 16,078 shares 16,078 $309K 0.09% +3,438 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6,700 shares 6,700 $306K 0.09% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 9,515 shares; 2023Q4: 8,155 shares; 2024Q1: 8,119 shares 8,119 $306K 0.09% -36 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,673 shares; 2023Q3: 2,711 shares; 2023Q4: 2,733 shares; 2024Q1: 2,719 shares 2,719 $303K 0.09% -14 Timeline FPE 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 17,500 shares; 2023Q3: 17,500 shares; 2023Q4: 17,500 shares; 2024Q1: 17,500 shares 17,500 $303K 0.09% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6,130 shares 6,130 $302K 0.09% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 1,461 shares; 2023Q4: 1,461 shares; 2024Q1: 1,461 shares 1,461 $301K 0.09% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 4,762 shares; 2023Q4: 4,253 shares; 2024Q1: 4,066 shares 4,066 $298K 0.09% -187 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 13,024 shares; 2024Q1: 14,581 shares 14,581 $298K 0.09% +1,557 CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,080 shares; 2023Q3: 1,074 shares; 2023Q4: 1,074 shares; 2024Q1: 1,120 shares 1,120 $290K 0.09% +46 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 590 shares; 2023Q4: 604 shares; 2024Q1: 639 shares 639 $290K 0.09% +35 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 9,603 shares; 2023Q4: 9,695 shares; 2024Q1: 9,856 shares 9,856 $288K 0.08% +161 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 3,349 shares; 2023Q4: 3,249 shares; 2024Q1: 3,049 shares 3,049 $287K 0.08% -200 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 1,160 shares; 2023Q4: 1,158 shares; 2024Q1: 1,155 shares 1,155 $286K 0.08% -3 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 394 shares; 2024Q1: 403 shares 403 $282K 0.08% +9 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 1,541 shares; 2023Q4: 1,564 shares; 2024Q1: 1,614 shares 1,614 $281K 0.08% +50 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 5,289 shares; 2023Q4: 5,396 shares; 2024Q1: 4,417 shares 4,417 $279K 0.08% -979 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 5,000 shares; 2023Q4: 5,250 shares; 2024Q1: 5,250 shares 5,250 $279K 0.08% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 3,000 shares; 2023Q4: 3,000 shares; 2024Q1: 3,000 shares 3,000 $277K 0.08% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 4,431 shares; 2023Q4: 4,431 shares; 2024Q1: 4,212 shares 4,212 $274K 0.08% -219 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,546 shares; 2024Q1: 6,922 shares 6,922 $270K 0.08% +1,376 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 1,507 shares; 2023Q4: 1,617 shares; 2024Q1: 1,637 shares 1,637 $267K 0.08% +20 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,343 shares; 2024Q1: 1,373 shares 1,373 $263K 0.08% +30 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 958 shares; 2023Q4: 961 shares; 2024Q1: 967 shares 967 $262K 0.08% +6 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 1,973 shares; 2023Q4: 2,016 shares; 2024Q1: 2,020 shares 2,020 $253K 0.07% +4 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 3,346 shares; 2023Q4: 3,446 shares; 2024Q1: 3,545 shares 3,545 $248K 0.07% +99 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,460 shares 2,460 $241K 0.07% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,372 shares; 2024Q1: 1,459 shares 1,459 $236K 0.07% +87 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 2,960 shares; 2023Q4: 2,612 shares; 2024Q1: 3,042 shares 3,042 $235K 0.07% +430 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 742 shares 742 $232K 0.07% new Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,128 shares 1,128 $231K 0.07% new Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,419 shares 3,419 $230K 0.07% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 413 shares; 2023Q4: 428 shares; 2024Q1: 453 shares 453 $229K 0.07% +25 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 6,173 shares; 2024Q1: 6,173 shares 6,173 $229K 0.07% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,262 shares 1,262 $228K 0.07% new Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 539 shares; 2024Q1: 568 shares 568 $226K 0.07% +29 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 910 shares; 2024Q1: 955 shares 955 $225K 0.07% +45 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,891 shares 4,891 $218K 0.06% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 588 shares 588 $214K 0.06% new Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,813 shares; 2023Q3: 4,215 shares; 2023Q4: 4,282 shares; 2024Q1: 2,268 shares 2,268 $214K 0.06% -2,014 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,028 shares; 2023Q3: 2,173 shares; 2023Q4: 2,170 shares; 2024Q1: 2,214 shares 2,214 $214K 0.06% +44 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 7,158 shares; 2024Q1: 7,208 shares 7,208 $214K 0.06% +50 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 830 shares 830 $212K 0.06% new Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 7,471 shares; 2024Q1: 5,777 shares 5,777 $210K 0.06% -1,694 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,966 shares 4,966 $209K 0.06% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 4,209 shares; 2023Q4: not reported; 2024Q1: 3,810 shares 3,810 $209K 0.06% new Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,775 shares 1,775 $206K 0.06% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,167 shares; 2023Q3: 3,280 shares; 2023Q4: not reported; 2024Q1: 2,079 shares 2,079 $203K 0.06% new Timeline PGC PEAPACK-GLADSTONE FINL CORP More: the full row for PEAPACK-GLADSTONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 8,329 shares; 2023Q4: 8,329 shares; 2024Q1: 8,329 shares 8,329 $203K 0.06% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,057 shares 1,057 $202K 0.06% new Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 32,190 shares; 2023Q4: 32,190 shares; 2024Q1: 32,190 shares 32,190 $202K 0.06% 0 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,458 shares; 2024Q1: 3,458 shares 3,458 $201K 0.06% 0 Timeline ESRT EMPIRE ST RLTY TR INC More: the full row for EMPIRE ST RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 19,238 shares; 2023Q4: 19,238 shares; 2024Q1: 18,738 shares 18,738 $190K 0.06% -500 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 13,276 shares; 2023Q4: 13,293 shares; 2024Q1: 10,275 shares 10,275 $152K 0.04% -3,018 Timeline NEW YORK COMMUNITY BANCORP NEW YORK COMMUNITY BANCORP More: the full row for NEW YORK COMMUNITY BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 10,867 shares; 2023Q4: 11,154 shares; 2024Q1: 46,258 shares 46,258 $149K 0.04% +35,104 FISK EMPIRE ST RLTY OP L P More: the full row for EMPIRE ST RLTY OP L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 16,150 shares; 2023Q4: 16,150 shares; 2024Q1: 16,150 shares 16,150 $146K 0.04% 0 Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 40,000 shares; 2023Q3: 18,000 shares; 2023Q4: 33,000 shares; 2024Q1: 44,100 shares 44,100 $116K 0.03% +11,100 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 20,517 shares; 2023Q4: 18,971 shares; 2024Q1: 12,610 shares 12,610 $110K 0.03% -6,361 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 10,949 shares; 2023Q4: 10,949 shares; 2024Q1: 10,749 shares 10,749 $91K 0.03% -200 Timeline FNGR FINGERMOTION INC More: the full row for FINGERMOTION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 11,300 shares; 2023Q4: 15,800 shares; 2024Q1: 32,700 shares 32,700 $69K 0.02% +16,900 Timeline ESPR ESPERION THERAPEUTICS INC NE More: the full row for ESPERION THERAPEUTICS INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 23,150 shares; 2023Q3: 23,150 shares; 2023Q4: 23,250 shares; 2024Q1: 23,250 shares 23,250 $62K 0.02% 0 Timeline CURI CURIOSITYSTREAM INC More: the full row for CURIOSITYSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 49,800 shares; 2023Q3: 49,800 shares; 2023Q4: 49,705 shares; 2024Q1: 49,705 shares 49,705 $53K 0.02% 0 Timeline BW BABCOCK & WILCOX ENTERPRISES More: the full row for BABCOCK & WILCOX ENTERPRISES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 11,000 shares; 2023Q3: 11,000 shares; 2023Q4: 11,000 shares; 2024Q1: 11,000 shares 11,000 $12K <0.01% 0 Timeline NEWBURY STREET ACQUISITN COR NEWBURY STREET ACQUISITN COR More: the full row for NEWBURY STREET ACQUISITN COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 59,334 shares; 2023Q3: 50,271 shares; 2023Q4: 46,853 shares; 2024Q1: 46,853 shares 46,853 $2K <0.01% 0