AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 170,832 shares; 2021Q4: 169,498 shares; 2022Q1: 169,769 shares; 2022Q2: 170,086 shares; 2022Q3: 170,483 shares; 2022Q4: 170,937 shares; 2023Q1: 169,263 shares; 2023Q2: 179,244 shares 179,244 $34.8M 5.25% +9,981 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 298,555 shares; 2021Q4: 295,983 shares; 2022Q1: 568,450 shares; 2022Q2: not reported; 2022Q3: 527,071 shares; 2022Q4: 518,775 shares; 2023Q1: 511,757 shares; 2023Q2: 514,526 shares 514,526 $26.6M 4.02% +2,769 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 236,184 shares; 2021Q4: 256,650 shares; 2022Q1: 272,188 shares; 2022Q2: not reported; 2022Q3: 303,114 shares; 2022Q4: 313,316 shares; 2023Q1: 329,141 shares; 2023Q2: 336,895 shares 336,895 $24.5M 3.69% +7,754 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 40,798 shares; 2021Q4: 41,414 shares; 2022Q1: 39,544 shares; 2022Q2: not reported; 2022Q3: 39,364 shares; 2022Q4: 39,392 shares; 2023Q1: 38,780 shares; 2023Q2: 63,943 shares 63,943 $21.8M 3.29% +25,163 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; 2021Q3: 73,786 shares; 2021Q4: 85,338 shares; 2022Q1: 116,950 shares; 2022Q2: not reported; 2022Q3: 274,168 shares; 2022Q4: 323,189 shares; 2023Q1: 331,564 shares; 2023Q2: 354,120 shares 354,120 $19.6M 2.96% +22,556 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 23,802 shares; 2021Q4: 24,117 shares; 2022Q1: 23,726 shares; 2022Q2: not reported; 2022Q3: 72,255 shares; 2022Q4: 71,931 shares; 2023Q1: 72,371 shares; 2023Q2: 72,371 shares 72,371 $18.9M 2.86% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 277,014 shares; 2021Q4: 263,641 shares; 2022Q1: 249,228 shares; 2022Q2: not reported; 2022Q3: 234,096 shares; 2022Q4: 228,527 shares; 2023Q1: 224,579 shares; 2023Q2: 218,432 shares 218,432 $16.2M 2.45% -6,147 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; 2021Q3: 108,931 shares; 2021Q4: 114,696 shares; 2022Q1: 121,525 shares; 2022Q2: not reported; 2022Q3: 134,834 shares; 2022Q4: 136,020 shares; 2023Q1: 135,472 shares; 2023Q2: 135,490 shares 135,490 $14.4M 2.17% +18 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; 2021Q3: 203,576 shares; 2021Q4: 176,349 shares; 2022Q1: 171,676 shares; 2022Q2: not reported; 2022Q3: 163,364 shares; 2022Q4: 150,101 shares; 2023Q1: 164,336 shares; 2023Q2: 171,937 shares 171,937 $13M 1.96% +7,601 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; 2021Q3: 92,326 shares; 2021Q4: 91,503 shares; 2022Q1: 76,533 shares; 2022Q2: not reported; 2022Q3: 75,129 shares; 2022Q4: 74,184 shares; 2023Q1: 72,918 shares; 2023Q2: 74,210 shares 74,210 $12.9M 1.95% +1,292 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 137,152 shares; 2021Q4: 135,778 shares; 2022Q1: 132,005 shares; 2022Q2: not reported; 2022Q3: 126,742 shares; 2022Q4: 127,170 shares; 2023Q1: 129,627 shares; 2023Q2: 128,859 shares 128,859 $12.8M 1.94% -768 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 277,993 shares; 2021Q4: 269,678 shares; 2022Q1: 267,751 shares; 2022Q2: not reported; 2022Q3: 265,417 shares; 2022Q4: 267,654 shares; 2023Q1: 271,942 shares; 2023Q2: 267,125 shares 267,125 $12.3M 1.86% -4,817 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 22,682 shares; 2022Q2: not reported; 2022Q3: 159,682 shares; 2022Q4: 178,313 shares; 2023Q1: 226,570 shares; 2023Q2: 233,103 shares 233,103 $11.2M 1.68% +6,533 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; 2021Q3: 77,284 shares; 2021Q4: 76,619 shares; 2022Q1: 73,650 shares; 2022Q2: not reported; 2022Q3: 69,305 shares; 2022Q4: 68,523 shares; 2023Q1: 67,711 shares; 2023Q2: 66,214 shares 66,214 $9.91M 1.5% -1,497 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; 2021Q3: 307,988 shares; 2021Q4: 304,858 shares; 2022Q1: 322,920 shares; 2022Q2: not reported; 2022Q3: 287,654 shares; 2022Q4: 275,362 shares; 2023Q1: 269,252 shares; 2023Q2: 270,890 shares 270,890 $9.66M 1.46% +1,638 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 66,179 shares; 2022Q4: 159,459 shares; 2023Q1: 223,779 shares; 2023Q2: 333,328 shares 333,328 $9.06M 1.37% +109,549 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 314,403 shares; 2021Q4: 373,540 shares; 2022Q1: 402,249 shares; 2022Q2: not reported; 2022Q3: 424,539 shares; 2022Q4: 359,987 shares; 2023Q1: 251,416 shares; 2023Q2: 186,054 shares 186,054 $8.82M 1.33% -65,362 Timeline RPG 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; 2021Q3: 64,897 shares; 2021Q4: 62,379 shares; 2022Q1: 59,002 shares; 2022Q2: not reported; 2022Q3: 54,548 shares; 2022Q4: 53,081 shares; 2023Q1: 52,657 shares; 2023Q2: 51,085 shares 51,085 $7.79M 1.18% -1,572 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 21,296 shares; 2022Q4: 50,492 shares; 2023Q1: 66,137 shares; 2023Q2: 159,819 shares 159,819 $7.73M 1.17% +93,682 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 49,534 shares; 2021Q4: 48,739 shares; 2022Q1: 48,920 shares; 2022Q2: not reported; 2022Q3: 51,267 shares; 2022Q4: 51,284 shares; 2023Q1: 46,080 shares; 2023Q2: 45,388 shares 45,388 $7.51M 1.13% -692 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; 2021Q3: 93,932 shares; 2021Q4: 95,434 shares; 2022Q1: 92,957 shares; 2022Q2: not reported; 2022Q3: 95,323 shares; 2022Q4: 99,312 shares; 2023Q1: 103,859 shares; 2023Q2: 105,217 shares 105,217 $7.47M 1.13% +1,358 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; 2021Q3: 23,212 shares; 2021Q4: 23,891 shares; 2022Q1: 22,669 shares; 2022Q2: not reported; 2022Q3: 24,243 shares; 2022Q4: 24,193 shares; 2023Q1: 24,420 shares; 2023Q2: 25,248 shares 25,248 $7.14M 1.08% +828 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; 2021Q3: 97,998 shares; 2021Q4: 95,128 shares; 2022Q1: 101,714 shares; 2022Q2: not reported; 2022Q3: 101,609 shares; 2022Q4: 102,482 shares; 2023Q1: 109,041 shares; 2023Q2: 118,186 shares 118,186 $6.8M 1.03% +9,145 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; 2021Q3: 22,930 shares; 2021Q4: 16,756 shares; 2022Q1: 38,545 shares; 2022Q2: not reported; 2022Q3: 22,675 shares; 2022Q4: 31,999 shares; 2023Q1: 36,855 shares; 2023Q2: 35,997 shares 35,997 $6.42M 0.97% -858 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 34,982 shares; 2021Q4: 34,753 shares; 2022Q1: 34,214 shares; 2022Q2: not reported; 2022Q3: 33,547 shares; 2022Q4: 33,431 shares; 2023Q1: 32,940 shares; 2023Q2: 32,738 shares 32,738 $6.06M 0.92% -202 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; 2021Q3: 42,807 shares; 2021Q4: 43,624 shares; 2022Q1: 40,251 shares; 2022Q2: not reported; 2022Q3: 37,686 shares; 2022Q4: 37,229 shares; 2023Q1: 35,021 shares; 2023Q2: 36,444 shares 36,444 $5.92M 0.89% +1,423 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 92,367 shares; 2021Q4: 91,637 shares; 2022Q1: 93,094 shares; 2022Q2: not reported; 2022Q3: 86,705 shares; 2022Q4: 90,233 shares; 2023Q1: 91,563 shares; 2023Q2: 91,896 shares 91,896 $5.75M 0.87% +333 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 10,816 shares; 2021Q4: 10,477 shares; 2022Q1: 10,102 shares; 2022Q2: not reported; 2022Q3: 30,706 shares; 2022Q4: 30,706 shares; 2023Q1: 30,706 shares; 2023Q2: 30,706 shares 30,706 $5.4M 0.82% 0 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 9,828 shares; 2021Q4: 32,456 shares; 2022Q1: 64,371 shares; 2022Q2: not reported; 2022Q3: 79,074 shares; 2022Q4: 64,952 shares; 2023Q1: 73,325 shares; 2023Q2: 76,047 shares 76,047 $4.81M 0.73% +2,722 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; 2021Q3: 28,318 shares; 2021Q4: 28,819 shares; 2022Q1: 55,553 shares; 2022Q2: not reported; 2022Q3: 55,098 shares; 2022Q4: 57,441 shares; 2023Q1: 60,300 shares; 2023Q2: 60,473 shares 60,473 $4.53M 0.68% +173 Timeline SCHJ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 102,367 shares; 2021Q4: 99,108 shares; 2022Q1: 98,444 shares; 2022Q2: not reported; 2022Q3: 96,483 shares; 2022Q4: 84,645 shares; 2023Q1: 92,415 shares; 2023Q2: 92,421 shares 92,421 $4.37M 0.66% +6 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 48,200 shares; 2023Q1: 89,434 shares; 2023Q2: 85,502 shares 85,502 $4.33M 0.65% -3,932 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 67,661 shares; 2022Q4: 118,747 shares; 2023Q1: 153,936 shares; 2023Q2: 140,483 shares 140,483 $4.31M 0.65% -13,453 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; 2021Q3: 14,586 shares; 2021Q4: 13,473 shares; 2022Q1: 13,853 shares; 2022Q2: not reported; 2022Q3: 14,833 shares; 2022Q4: 13,292 shares; 2023Q1: 13,776 shares; 2023Q2: 14,482 shares 14,482 $4.16M 0.63% +706 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 10,000 shares; 2021Q4: 10,093 shares; 2022Q1: 10,093 shares; 2022Q2: not reported; 2022Q3: 10,000 shares; 2022Q4: 10,000 shares; 2023Q1: 10,000 shares; 2023Q2: 10,000 shares 10,000 $4.11M 0.62% 0 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; 2021Q3: 1,342 shares; 2021Q4: 1,418 shares; 2022Q1: 1,459 shares; 2022Q2: 30,735 shares; 2022Q3: 31,776 shares; 2022Q4: 29,682 shares; 2023Q1: 28,977 shares; 2023Q2: 31,422 shares 31,422 $4.1M 0.62% +2,445 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 210,508 shares; 2021Q4: 235,099 shares; 2022Q1: 237,929 shares; 2022Q2: not reported; 2022Q3: 225,576 shares; 2022Q4: 197,162 shares; 2023Q1: 196,539 shares; 2023Q2: 199,427 shares 199,427 $3.87M 0.58% +2,888 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 36,769 shares; 2022Q4: 113,933 shares; 2023Q1: 113,933 shares; 2023Q2: 112,038 shares 112,038 $3.75M 0.57% -1,895 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 85,684 shares; 2021Q4: 85,534 shares; 2022Q1: 84,738 shares; 2022Q2: 81,600 shares; 2022Q3: 82,450 shares; 2022Q4: 82,925 shares; 2023Q1: 83,016 shares; 2023Q2: 82,157 shares 82,157 $3.75M 0.57% -859 Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 98,150 shares; 2021Q4: 120,328 shares; 2022Q1: 132,436 shares; 2022Q2: not reported; 2022Q3: 161,699 shares; 2022Q4: 155,886 shares; 2023Q1: 153,774 shares; 2023Q2: 151,616 shares 151,616 $3.63M 0.55% -2,158 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 11,581 shares; 2021Q4: 12,741 shares; 2022Q1: 14,475 shares; 2022Q2: not reported; 2022Q3: 15,957 shares; 2022Q4: 15,657 shares; 2023Q1: 15,156 shares; 2023Q2: 15,222 shares 15,222 $3.61M 0.55% +66 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 134,163 shares; 2021Q4: 115,065 shares; 2022Q1: 114,479 shares; 2022Q2: not reported; 2022Q3: 81,671 shares; 2022Q4: 70,424 shares; 2023Q1: 59,272 shares; 2023Q2: 52,740 shares 52,740 $3.56M 0.54% -6,532 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 1,594 shares; 2021Q4: 1,642 shares; 2022Q1: 1,697 shares; 2022Q2: 1,552 shares; 2022Q3: 31,118 shares; 2022Q4: 29,046 shares; 2023Q1: 27,968 shares; 2023Q2: 28,576 shares 28,576 $3.46M 0.52% +608 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: 19,510 shares; 2022Q1: 62,883 shares; 2022Q2: not reported; 2022Q3: 90,235 shares; 2022Q4: 81,685 shares; 2023Q1: 85,012 shares; 2023Q2: 81,828 shares 81,828 $3.43M 0.52% -3,184 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 1,371 shares; 2021Q4: 1,395 shares; 2022Q1: 1,335 shares; 2022Q2: 1,353 shares; 2022Q3: 27,674 shares; 2022Q4: 27,154 shares; 2023Q1: 27,330 shares; 2023Q2: 28,394 shares 28,394 $3.4M 0.51% +1,064 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 29,352 shares; 2021Q4: 28,905 shares; 2022Q1: 28,809 shares; 2022Q2: not reported; 2022Q3: 28,725 shares; 2022Q4: 28,784 shares; 2023Q1: 28,376 shares; 2023Q2: 28,269 shares 28,269 $3.2M 0.48% -107 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 23,611 shares; 2021Q4: 24,476 shares; 2022Q1: 25,492 shares; 2022Q2: 24,000 shares; 2022Q3: 23,944 shares; 2022Q4: 24,010 shares; 2023Q1: 23,550 shares; 2023Q2: 23,278 shares 23,278 $3.14M 0.47% -272 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 18,298 shares; 2021Q4: 22,085 shares; 2022Q1: 17,169 shares; 2022Q2: not reported; 2022Q3: 15,757 shares; 2022Q4: 25,981 shares; 2023Q1: 27,145 shares; 2023Q2: 28,943 shares 28,943 $3.09M 0.47% +1,798 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 100,691 shares; 2021Q4: not reported; 2022Q1: 200,836 shares; 2022Q2: not reported; 2022Q3: 200,736 shares; 2022Q4: 200,936 shares; 2023Q1: 201,126 shares; 2023Q2: 201,126 shares 201,126 $3.08M 0.47% 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; 2021Q3: 29,034 shares; 2021Q4: 29,103 shares; 2022Q1: 31,421 shares; 2022Q2: 32,181 shares; 2022Q3: 32,773 shares; 2022Q4: 34,209 shares; 2023Q1: 34,106 shares; 2023Q2: 33,113 shares 33,113 $3.08M 0.46% -993 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; 2021Q3: 45,951 shares; 2021Q4: 44,824 shares; 2022Q1: 43,587 shares; 2022Q2: not reported; 2022Q3: 43,065 shares; 2022Q4: 42,708 shares; 2023Q1: 42,343 shares; 2023Q2: 42,530 shares 42,530 $2.98M 0.45% +187 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; 2021Q3: 11,431 shares; 2021Q4: 11,614 shares; 2022Q1: 11,579 shares; 2022Q2: not reported; 2022Q3: 11,396 shares; 2022Q4: 11,619 shares; 2023Q1: 11,925 shares; 2023Q2: 12,224 shares 12,224 $2.69M 0.41% +299 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 26,953 shares; 2021Q4: 36,255 shares; 2022Q1: 36,360 shares; 2022Q2: not reported; 2022Q3: 35,462 shares; 2022Q4: 33,241 shares; 2023Q1: 32,329 shares; 2023Q2: 32,329 shares 32,329 $2.47M 0.37% 0 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; 2021Q3: 16,308 shares; 2021Q4: 16,573 shares; 2022Q1: 17,221 shares; 2022Q2: not reported; 2022Q3: 20,994 shares; 2022Q4: 21,112 shares; 2023Q1: 17,143 shares; 2023Q2: 16,842 shares 16,842 $2.45M 0.37% -301 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 35,934 shares; 2021Q4: 35,381 shares; 2022Q1: 34,202 shares; 2022Q2: not reported; 2022Q3: 33,643 shares; 2022Q4: 33,713 shares; 2023Q1: 33,760 shares; 2023Q2: 33,304 shares 33,304 $2.43M 0.37% -456 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; 2021Q3: 6,028 shares; 2021Q4: 5,998 shares; 2022Q1: 6,290 shares; 2022Q2: not reported; 2022Q3: 6,841 shares; 2022Q4: 7,074 shares; 2023Q1: 5,334 shares; 2023Q2: 5,486 shares 5,486 $2.43M 0.37% +152 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 36,212 shares; 2021Q4: 36,407 shares; 2022Q1: 36,914 shares; 2022Q2: not reported; 2022Q3: 36,843 shares; 2022Q4: 36,815 shares; 2023Q1: 35,899 shares; 2023Q2: 35,493 shares 35,493 $2.38M 0.36% -406 Timeline PSFF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 97,224 shares 97,224 $2.37M 0.36% new 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; 2021Q3: 31,769 shares; 2021Q4: 35,832 shares; 2022Q1: 34,905 shares; 2022Q2: not reported; 2022Q3: 27,827 shares; 2022Q4: 25,818 shares; 2023Q1: 30,124 shares; 2023Q2: 31,158 shares 31,158 $2.34M 0.35% +1,034 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 29,695 shares; 2021Q4: 30,064 shares; 2022Q1: 27,882 shares; 2022Q2: not reported; 2022Q3: 28,555 shares; 2022Q4: 28,576 shares; 2023Q1: 27,441 shares; 2023Q2: 27,472 shares 27,472 $2.33M 0.35% +31 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; 2021Q3: 7,453 shares; 2021Q4: 7,665 shares; 2022Q1: 7,145 shares; 2022Q2: 7,206 shares; 2022Q3: 7,123 shares; 2022Q4: 7,084 shares; 2023Q1: 6,956 shares; 2023Q2: 7,376 shares 7,376 $2.28M 0.34% +420 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; 2021Q3: 6,708 shares; 2021Q4: 6,709 shares; 2022Q1: 7,056 shares; 2022Q2: not reported; 2022Q3: 7,563 shares; 2022Q4: 7,487 shares; 2023Q1: 7,520 shares; 2023Q2: 7,322 shares 7,322 $2.27M 0.34% -198 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 10,517 shares; 2022Q4: 29,868 shares; 2023Q1: 43,517 shares; 2023Q2: 44,681 shares 44,681 $2.27M 0.34% +1,164 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 32,762 shares; 2022Q4: 38,092 shares; 2023Q1: 30,739 shares; 2023Q2: 21,411 shares 21,411 $2.23M 0.34% -9,328 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 19,470 shares; 2021Q4: 19,773 shares; 2022Q1: 19,791 shares; 2022Q2: not reported; 2022Q3: 19,756 shares; 2022Q4: 19,682 shares; 2023Q1: 17,243 shares; 2023Q2: 16,370 shares 16,370 $2.17M 0.33% -873 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 31,339 shares; 2021Q4: 28,859 shares; 2022Q1: 27,530 shares; 2022Q2: not reported; 2022Q3: 25,368 shares; 2022Q4: 24,933 shares; 2023Q1: 21,739 shares; 2023Q2: 19,619 shares 19,619 $2.11M 0.32% -2,120 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; 2021Q3: 90,525 shares; 2021Q4: 100,644 shares; 2022Q1: 68,495 shares; 2022Q2: not reported; 2022Q3: 69,965 shares; 2022Q4: 69,837 shares; 2023Q1: 65,253 shares; 2023Q2: 62,082 shares 62,082 $2.09M 0.32% -3,171 Timeline LTCH LATCH INC COM More: the full row for LATCH INC COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 790,000 shares; 2021Q4: 1,500,000 shares; 2022Q1: 1,500,000 shares; 2022Q2: not reported; 2022Q3: 1,500,000 shares; 2022Q4: 1,500,000 shares; 2023Q1: 1,500,000 shares; 2023Q2: 1,500,000 shares 1,500,000 $2.08M 0.31% 0 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 46,974 shares; 2021Q4: 46,649 shares; 2022Q1: 45,182 shares; 2022Q2: not reported; 2022Q3: 42,869 shares; 2022Q4: 42,313 shares; 2023Q1: 41,374 shares; 2023Q2: 41,216 shares 41,216 $2.08M 0.31% -158 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; 2021Q3: 3,579 shares; 2021Q4: 3,756 shares; 2022Q1: 3,506 shares; 2022Q2: 3,602 shares; 2022Q3: 3,773 shares; 2022Q4: 3,820 shares; 2023Q1: 3,799 shares; 2023Q2: 3,799 shares 3,799 $2.05M 0.31% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 4,640 shares; 2021Q4: 4,430 shares; 2022Q1: 4,377 shares; 2022Q2: not reported; 2022Q3: 4,303 shares; 2022Q4: 4,320 shares; 2023Q1: 4,259 shares; 2023Q2: 4,235 shares 4,235 $2.03M 0.31% -24 Timeline LBAY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 12,488 shares; 2022Q2: not reported; 2022Q3: 106,593 shares; 2022Q4: 169,216 shares; 2023Q1: 169,844 shares; 2023Q2: 76,747 shares 76,747 $2.03M 0.31% -93,097 Timeline ENSTAR GROUP LIMITED ENSTAR GROUP LIMITED More: the full row for ENSTAR GROUP LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 9,000 shares; 2021Q4: 9,000 shares; 2022Q1: 8,231 shares; 2022Q2: not reported; 2022Q3: 8,231 shares; 2022Q4: 8,231 shares; 2023Q1: 8,231 shares; 2023Q2: 8,231 shares 8,231 $2.01M 0.3% 0 PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 58,946 shares; 2023Q1: 57,250 shares; 2023Q2: 57,250 shares 57,250 $1.94M 0.29% 0 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 54,668 shares; 2021Q4: 64,104 shares; 2022Q1: 76,689 shares; 2022Q2: not reported; 2022Q3: 80,376 shares; 2022Q4: 87,536 shares; 2023Q1: 95,392 shares; 2023Q2: 91,623 shares 91,623 $1.94M 0.29% -3,769 IDRV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 56,357 shares; 2021Q4: 67,210 shares; 2022Q1: 69,552 shares; 2022Q2: not reported; 2022Q3: 65,811 shares; 2022Q4: 52,136 shares; 2023Q1: 50,469 shares; 2023Q2: 46,736 shares 46,736 $1.91M 0.29% -3,733 Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 105,821 shares; 2021Q4: 113,851 shares; 2022Q1: 118,077 shares; 2022Q2: not reported; 2022Q3: 149,825 shares; 2022Q4: 97,175 shares; 2023Q1: 72,255 shares; 2023Q2: 70,740 shares 70,740 $1.88M 0.28% -1,515 Timeline GAA CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 89,459 shares; 2021Q4: 89,374 shares; 2022Q1: 90,199 shares; 2022Q2: 95,883 shares; 2022Q3: 89,085 shares; 2022Q4: 83,542 shares; 2023Q1: 82,465 shares; 2023Q2: 68,908 shares 68,908 $1.87M 0.28% -13,557 Timeline RSPS 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; 2021Q3: 12,910 shares; 2021Q4: 11,623 shares; 2022Q1: 11,278 shares; 2022Q2: not reported; 2022Q3: 11,172 shares; 2022Q4: 11,186 shares; 2023Q1: 11,144 shares; 2023Q2: 10,786 shares 10,786 $1.81M 0.27% -358 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 70,712 shares; 2021Q4: 65,102 shares; 2022Q1: 59,500 shares; 2022Q2: not reported; 2022Q3: 87,398 shares; 2022Q4: 55,764 shares; 2023Q1: 45,141 shares; 2023Q2: 36,735 shares 36,735 $1.8M 0.27% -8,406 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; 2021Q3: 7,273 shares; 2021Q4: 7,927 shares; 2022Q1: 7,696 shares; 2022Q2: not reported; 2022Q3: 7,384 shares; 2022Q4: 6,192 shares; 2023Q1: 7,413 shares; 2023Q2: 8,123 shares 8,123 $1.79M 0.27% +710 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; 2021Q3: 21,166 shares; 2021Q4: 20,732 shares; 2022Q1: 20,592 shares; 2022Q2: not reported; 2022Q3: 16,023 shares; 2022Q4: 16,154 shares; 2023Q1: 15,659 shares; 2023Q2: 15,475 shares 15,475 $1.79M 0.27% -184 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 10,661 shares; 2021Q4: 11,103 shares; 2022Q1: 11,710 shares; 2022Q2: not reported; 2022Q3: 22,053 shares; 2022Q4: 31,796 shares; 2023Q1: 34,250 shares; 2023Q2: 38,644 shares 38,644 $1.78M 0.27% +4,394 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 6,445 shares; 2021Q4: 6,569 shares; 2022Q1: 6,362 shares; 2022Q2: not reported; 2022Q3: 6,303 shares; 2022Q4: 6,022 shares; 2023Q1: 6,410 shares; 2023Q2: 6,394 shares 6,394 $1.76M 0.27% -16 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 14,461 shares; 2022Q2: not reported; 2022Q3: 22,316 shares; 2022Q4: 19,806 shares; 2023Q1: 22,034 shares; 2023Q2: 21,404 shares 21,404 $1.74M 0.26% -630 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 50,046 shares; 2021Q4: 42,590 shares; 2022Q1: 38,021 shares; 2022Q2: not reported; 2022Q3: 31,324 shares; 2022Q4: 23,629 shares; 2023Q1: 28,261 shares; 2023Q2: 35,878 shares 35,878 $1.72M 0.26% +7,617 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 93,340 shares; 2022Q4: 104,967 shares; 2023Q1: 108,285 shares; 2023Q2: 78,099 shares 78,099 $1.72M 0.26% -30,186 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; 2021Q3: 10,672 shares; 2021Q4: 10,533 shares; 2022Q1: 11,794 shares; 2022Q2: not reported; 2022Q3: 12,726 shares; 2022Q4: 13,852 shares; 2023Q1: 13,497 shares; 2023Q2: 12,007 shares 12,007 $1.71M 0.26% -1,490 Timeline BUFB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 29,807 shares; 2022Q4: 44,364 shares; 2023Q1: 51,545 shares; 2023Q2: 65,029 shares 65,029 $1.7M 0.26% +13,484 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 4,229 shares; 2021Q4: 4,630 shares; 2022Q1: 4,099 shares; 2022Q2: not reported; 2022Q3: 3,981 shares; 2022Q4: 4,364 shares; 2023Q1: 3,578 shares; 2023Q2: 3,908 shares 3,908 $1.65M 0.25% +330 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; 2021Q3: 5,311 shares; 2021Q4: 5,897 shares; 2022Q1: 4,686 shares; 2022Q2: not reported; 2022Q3: 4,322 shares; 2022Q4: 4,308 shares; 2023Q1: 4,275 shares; 2023Q2: 4,376 shares 4,376 $1.62M 0.24% +101 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; 2021Q3: 20,549 shares; 2021Q4: 24,421 shares; 2022Q1: 27,173 shares; 2022Q2: 26,303 shares; 2022Q3: 27,221 shares; 2022Q4: 26,993 shares; 2023Q1: 26,053 shares; 2023Q2: 26,321 shares 26,321 $1.59M 0.24% +268 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 24,823 shares; 2021Q4: 24,845 shares; 2022Q1: 24,846 shares; 2022Q2: not reported; 2022Q3: 27,759 shares; 2022Q4: 27,795 shares; 2023Q1: 24,915 shares; 2023Q2: 24,938 shares 24,938 $1.55M 0.23% +23 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 62,759 shares; 2021Q4: 63,147 shares; 2022Q1: 59,798 shares; 2022Q2: not reported; 2022Q3: 56,086 shares; 2022Q4: 49,783 shares; 2023Q1: 49,798 shares; 2023Q2: 49,830 shares 49,830 $1.54M 0.23% +32 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 18,570 shares; 2021Q4: 19,725 shares; 2022Q1: 38,660 shares; 2022Q2: not reported; 2022Q3: 47,890 shares; 2022Q4: 56,924 shares; 2023Q1: 72,480 shares; 2023Q2: 74,912 shares 74,912 $1.54M 0.23% +2,432 IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 895 shares; 2021Q4: 896 shares; 2022Q1: 813 shares; 2022Q2: not reported; 2022Q3: 1,961 shares; 2022Q4: 2,643 shares; 2023Q1: 3,061 shares; 2023Q2: 3,433 shares 3,433 $1.53M 0.23% +372 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; 2021Q3: 8,811 shares; 2021Q4: 9,643 shares; 2022Q1: 10,896 shares; 2022Q2: not reported; 2022Q3: 12,275 shares; 2022Q4: 12,271 shares; 2023Q1: 11,096 shares; 2023Q2: 11,337 shares 11,337 $1.52M 0.23% +241 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; 2021Q3: 9,537 shares; 2021Q4: 9,527 shares; 2022Q1: 9,055 shares; 2022Q2: not reported; 2022Q3: 7,991 shares; 2022Q4: 8,020 shares; 2023Q1: 8,013 shares; 2023Q2: 7,975 shares 7,975 $1.43M 0.22% -38 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; 2021Q3: 9,267 shares; 2021Q4: 8,977 shares; 2022Q1: 8,447 shares; 2022Q2: not reported; 2022Q3: 8,629 shares; 2022Q4: 8,618 shares; 2023Q1: 8,618 shares; 2023Q2: 8,618 shares 8,618 $1.43M 0.22% 0 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 47,917 shares; 2022Q4: 47,917 shares; 2023Q1: 47,917 shares; 2023Q2: 45,517 shares 45,517 $1.42M 0.21% -2,400 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; 2021Q3: 16,445 shares; 2021Q4: 16,281 shares; 2022Q1: 16,293 shares; 2022Q2: not reported; 2022Q3: 16,112 shares; 2022Q4: 15,995 shares; 2023Q1: 15,866 shares; 2023Q2: 15,634 shares 15,634 $1.4M 0.21% -232 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 4,731 shares; 2021Q4: 4,713 shares; 2022Q1: 5,643 shares; 2022Q2: 6,241 shares; 2022Q3: 6,479 shares; 2022Q4: 6,366 shares; 2023Q1: 6,006 shares; 2023Q2: 5,687 shares 5,687 $1.4M 0.21% -319 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 10,592 shares; 2021Q4: 10,362 shares; 2022Q1: 10,837 shares; 2022Q2: not reported; 2022Q3: 12,425 shares; 2022Q4: 12,192 shares; 2023Q1: 11,960 shares; 2023Q2: 11,652 shares 11,652 $1.39M 0.21% -308 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 62,783 shares; 2021Q4: 70,863 shares; 2022Q1: 71,706 shares; 2022Q2: not reported; 2022Q3: 71,422 shares; 2022Q4: 52,072 shares; 2023Q1: 50,034 shares; 2023Q2: 41,190 shares 41,190 $1.39M 0.21% -8,844 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; 2021Q3: 21,944 shares; 2021Q4: 20,364 shares; 2022Q1: 19,388 shares; 2022Q2: not reported; 2022Q3: 18,601 shares; 2022Q4: 18,621 shares; 2023Q1: 19,458 shares; 2023Q2: 18,682 shares 18,682 $1.39M 0.21% -776 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; 2021Q3: 20,569 shares; 2021Q4: 17,297 shares; 2022Q1: 15,852 shares; 2022Q2: not reported; 2022Q3: 13,779 shares; 2022Q4: 14,243 shares; 2023Q1: 12,163 shares; 2023Q2: 12,909 shares 12,909 $1.38M 0.21% +746 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 23,337 shares; 2021Q4: 24,505 shares; 2022Q1: 23,868 shares; 2022Q2: not reported; 2022Q3: 22,795 shares; 2022Q4: 18,179 shares; 2023Q1: 17,760 shares; 2023Q2: 17,535 shares 17,535 $1.37M 0.21% -225 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; 2021Q3: 60,485 shares; 2021Q4: 55,532 shares; 2022Q1: 57,203 shares; 2022Q2: not reported; 2022Q3: 70,104 shares; 2022Q4: 66,640 shares; 2023Q1: 40,435 shares; 2023Q2: 36,856 shares 36,856 $1.37M 0.21% -3,579 Timeline MSEX MIDDLESEX WTR CO More: the full row for MIDDLESEX WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 16,685 shares; 2021Q4: 16,545 shares; 2022Q1: 16,545 shares; 2022Q2: not reported; 2022Q3: 16,251 shares; 2022Q4: 16,251 shares; 2023Q1: 16,251 shares; 2023Q2: 16,827 shares 16,827 $1.36M 0.2% +576 Timeline GRID 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; 2021Q3: 7,199 shares; 2021Q4: 14,072 shares; 2022Q1: 14,805 shares; 2022Q2: not reported; 2022Q3: 15,036 shares; 2022Q4: 14,240 shares; 2023Q1: 13,983 shares; 2023Q2: 12,797 shares 12,797 $1.35M 0.2% -1,186 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 45,306 shares; 2021Q4: 29,433 shares; 2022Q1: 43,876 shares; 2022Q2: not reported; 2022Q3: 37,073 shares; 2022Q4: 32,144 shares; 2023Q1: 23,581 shares; 2023Q2: 20,528 shares 20,528 $1.34M 0.2% -3,053 Timeline RSPT 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; 2021Q3: 5,752 shares; 2021Q4: 5,551 shares; 2022Q1: 4,721 shares; 2022Q2: not reported; 2022Q3: 4,724 shares; 2022Q4: 4,726 shares; 2023Q1: 4,627 shares; 2023Q2: 4,488 shares 4,488 $1.32M 0.2% -139 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 1,003 shares; 2021Q4: 1,003 shares; 2022Q1: 1,003 shares; 2022Q2: not reported; 2022Q3: 1,017 shares; 2022Q4: 1,018 shares; 2023Q1: 1,003 shares; 2023Q2: 1,003 shares 1,003 $1.32M 0.2% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 14,761 shares; 2021Q4: 11,135 shares; 2022Q1: 10,336 shares; 2022Q2: not reported; 2022Q3: 12,728 shares; 2022Q4: 13,084 shares; 2023Q1: 9,529 shares; 2023Q2: 9,861 shares 9,861 $1.31M 0.2% +332 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 34,891 shares; 2021Q4: 36,221 shares; 2022Q1: 35,480 shares; 2022Q2: not reported; 2022Q3: 33,274 shares; 2022Q4: 26,034 shares; 2023Q1: 25,732 shares; 2023Q2: 24,354 shares 24,354 $1.29M 0.2% -1,378 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 41,998 shares; 2021Q4: 41,845 shares; 2022Q1: 41,841 shares; 2022Q2: not reported; 2022Q3: 50,437 shares; 2022Q4: 50,386 shares; 2023Q1: 54,507 shares; 2023Q2: 52,896 shares 52,896 $1.26M 0.19% -1,611 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 3,608 shares; 2021Q4: 3,611 shares; 2022Q1: 3,774 shares; 2022Q2: not reported; 2022Q3: 4,283 shares; 2022Q4: 4,436 shares; 2023Q1: 3,998 shares; 2023Q2: 4,226 shares 4,226 $1.26M 0.19% +228 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 12,015 shares; 2021Q4: 11,172 shares; 2022Q1: 10,124 shares; 2022Q2: 10,166 shares; 2022Q3: 10,485 shares; 2022Q4: 10,681 shares; 2023Q1: 10,828 shares; 2023Q2: 11,426 shares 11,426 $1.25M 0.19% +598 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; 2021Q3: 23,879 shares; 2021Q4: 20,456 shares; 2022Q1: 20,824 shares; 2022Q2: not reported; 2022Q3: 23,550 shares; 2022Q4: 21,945 shares; 2023Q1: 16,762 shares; 2023Q2: 16,290 shares 16,290 $1.23M 0.19% -472 Timeline FV 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; 2021Q3: 10,000 shares; 2021Q4: 10,000 shares; 2022Q1: 10,000 shares; 2022Q2: not reported; 2022Q3: 10,000 shares; 2022Q4: 10,000 shares; 2023Q1: 45,524 shares; 2023Q2: 26,224 shares 26,224 $1.23M 0.19% -19,300 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; 2021Q3: 9,781 shares; 2021Q4: 10,016 shares; 2022Q1: 10,367 shares; 2022Q2: not reported; 2022Q3: 10,281 shares; 2022Q4: 10,148 shares; 2023Q1: 10,114 shares; 2023Q2: 8,075 shares 8,075 $1.23M 0.18% -2,039 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 45,542 shares; 2021Q4: 59,287 shares; 2022Q1: 20,180 shares; 2022Q2: 20,149 shares; 2022Q3: 20,149 shares; 2022Q4: 18,145 shares; 2023Q1: 18,050 shares; 2023Q2: 18,050 shares 18,050 $1.23M 0.18% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 1,980 shares; 2021Q4: 4,289 shares; 2022Q1: 4,274 shares; 2022Q2: not reported; 2022Q3: 5,223 shares; 2022Q4: 5,019 shares; 2023Q1: 4,687 shares; 2023Q2: 11,057 shares 11,057 $1.22M 0.18% +6,370 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 6,703 shares; 2021Q4: 7,055 shares; 2022Q1: 6,639 shares; 2022Q2: 6,615 shares; 2022Q3: 6,658 shares; 2022Q4: 7,985 shares; 2023Q1: 7,630 shares; 2023Q2: 7,681 shares 7,681 $1.21M 0.18% +51 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 9,215 shares; 2021Q4: 8,417 shares; 2022Q1: 8,185 shares; 2022Q2: not reported; 2022Q3: 12,695 shares; 2022Q4: 20,266 shares; 2023Q1: 19,444 shares; 2023Q2: 19,003 shares 19,003 $1.18M 0.18% -441 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 5,958 shares; 2021Q4: 5,824 shares; 2022Q1: 5,486 shares; 2022Q2: 5,654 shares; 2022Q3: 5,816 shares; 2022Q4: 6,339 shares; 2023Q1: 6,046 shares; 2023Q2: 7,482 shares 7,482 $1.18M 0.18% +1,436 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 7,139 shares; 2021Q4: 7,043 shares; 2022Q1: 8,836 shares; 2022Q2: not reported; 2022Q3: 9,500 shares; 2022Q4: 9,679 shares; 2023Q1: 9,821 shares; 2023Q2: 9,796 shares 9,796 $1.17M 0.18% -25 Timeline DESKTOP METAL INC DESKTOP METAL INC More: the full row for DESKTOP METAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 100,000 shares; 2021Q4: 480,000 shares; 2022Q1: 480,000 shares; 2022Q2: not reported; 2022Q3: 650,000 shares; 2022Q4: 650,000 shares; 2023Q1: 650,000 shares; 2023Q2: 650,000 shares 650,000 $1.15M 0.17% 0 ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 19,077 shares; 2021Q4: 19,146 shares; 2022Q1: 18,634 shares; 2022Q2: not reported; 2022Q3: 17,201 shares; 2022Q4: 16,412 shares; 2023Q1: 15,619 shares; 2023Q2: 15,401 shares 15,401 $1.12M 0.17% -218 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 25,833 shares; 2021Q4: 25,850 shares; 2022Q1: 26,003 shares; 2022Q2: not reported; 2022Q3: 24,970 shares; 2022Q4: 19,659 shares; 2023Q1: 19,900 shares; 2023Q2: 20,370 shares 20,370 $1.11M 0.17% +470 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 12,141 shares; 2022Q4: 17,249 shares; 2023Q1: 20,989 shares; 2023Q2: 28,612 shares 28,612 $1.08M 0.16% +7,623 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 29,059 shares; 2021Q4: 33,635 shares; 2022Q1: 33,777 shares; 2022Q2: not reported; 2022Q3: 26,584 shares; 2022Q4: 26,265 shares; 2023Q1: 24,365 shares; 2023Q2: 22,526 shares 22,526 $1.06M 0.16% -1,839 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; 2021Q3: 1,800 shares; 2021Q4: 1,785 shares; 2022Q1: 1,764 shares; 2022Q2: not reported; 2022Q3: 2,342 shares; 2022Q4: 2,384 shares; 2023Q1: 2,367 shares; 2023Q2: 2,597 shares 2,597 $1.06M 0.16% +230 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 9,660 shares; 2022Q2: not reported; 2022Q3: 32,667 shares; 2022Q4: 38,446 shares; 2023Q1: 36,375 shares; 2023Q2: 36,392 shares 36,392 $1.05M 0.16% +17 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 9,855 shares; 2021Q4: 9,861 shares; 2022Q1: 9,863 shares; 2022Q2: not reported; 2022Q3: 9,659 shares; 2022Q4: 9,671 shares; 2023Q1: 9,675 shares; 2023Q2: 9,678 shares 9,678 $1.05M 0.16% +3 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; 2021Q3: 3,396 shares; 2021Q4: 3,897 shares; 2022Q1: 3,376 shares; 2022Q2: not reported; 2022Q3: 3,296 shares; 2022Q4: 3,372 shares; 2023Q1: 3,058 shares; 2023Q2: 3,059 shares 3,059 $1.05M 0.16% +1 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 33,177 shares; 2022Q4: 33,177 shares; 2023Q1: 33,177 shares; 2023Q2: 32,077 shares 32,077 $1.05M 0.16% -1,100 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 40,112 shares; 2021Q4: 40,319 shares; 2022Q1: 37,689 shares; 2022Q2: not reported; 2022Q3: 35,561 shares; 2022Q4: 35,105 shares; 2023Q1: 31,291 shares; 2023Q2: 31,232 shares 31,232 $1.04M 0.16% -59 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 6,525 shares; 2021Q4: 6,525 shares; 2022Q1: 6,525 shares; 2022Q2: not reported; 2022Q3: 6,554 shares; 2022Q4: 6,554 shares; 2023Q1: 6,554 shares; 2023Q2: 6,521 shares 6,521 $1.03M 0.16% -33 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; 2021Q3: 10,445 shares; 2021Q4: 12,262 shares; 2022Q1: 12,313 shares; 2022Q2: not reported; 2022Q3: 12,046 shares; 2022Q4: 11,149 shares; 2023Q1: 10,915 shares; 2023Q2: 14,845 shares 14,845 $1.03M 0.15% +3,930 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; 2021Q3: 6,274 shares; 2021Q4: 6,566 shares; 2022Q1: 14,192 shares; 2022Q2: not reported; 2022Q3: 14,715 shares; 2022Q4: 15,460 shares; 2023Q1: 15,544 shares; 2023Q2: 19,596 shares 19,596 $1.03M 0.15% +4,052 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 18,649 shares; 2021Q4: 20,254 shares; 2022Q1: 20,640 shares; 2022Q2: not reported; 2022Q3: 19,955 shares; 2022Q4: 18,898 shares; 2023Q1: 18,979 shares; 2023Q2: 19,840 shares 19,840 $1.02M 0.15% +861 Timeline SWAN AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 234,093 shares; 2021Q4: 234,472 shares; 2022Q1: 158,832 shares; 2022Q2: 83,180 shares; 2022Q3: 57,502 shares; 2022Q4: 44,698 shares; 2023Q1: 40,210 shares; 2023Q2: 39,033 shares 39,033 $1M 0.15% -1,177 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 74,382 shares; 2021Q4: 36,063 shares; 2022Q1: 34,113 shares; 2022Q2: not reported; 2022Q3: 39,233 shares; 2022Q4: 40,301 shares; 2023Q1: 40,518 shares; 2023Q2: 40,714 shares 40,714 $1M 0.15% +196 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 4,980 shares; 2021Q4: 4,585 shares; 2022Q1: 4,331 shares; 2022Q2: not reported; 2022Q3: 4,491 shares; 2022Q4: 4,462 shares; 2023Q1: 4,495 shares; 2023Q2: 4,540 shares 4,540 $959K 0.14% +45 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; 2021Q3: 34,041 shares; 2021Q4: 34,014 shares; 2022Q1: 33,983 shares; 2022Q2: 35,205 shares; 2022Q3: 38,190 shares; 2022Q4: 37,009 shares; 2023Q1: 35,997 shares; 2023Q2: 33,349 shares 33,349 $957K 0.14% -2,648 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; 2021Q3: not reported; 2021Q4: 737 shares; 2022Q1: 1,863 shares; 2022Q2: not reported; 2022Q3: 2,162 shares; 2022Q4: 2,133 shares; 2023Q1: 2,362 shares; 2023Q2: 1,975 shares 1,975 $926K 0.14% -387 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 7,056 shares; 2021Q4: 7,056 shares; 2022Q1: 6,657 shares; 2022Q2: not reported; 2022Q3: 6,657 shares; 2022Q4: 6,657 shares; 2023Q1: 6,657 shares; 2023Q2: 6,657 shares 6,657 $921K 0.14% 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; 2021Q3: 2,002 shares; 2021Q4: 2,139 shares; 2022Q1: 2,223 shares; 2022Q2: not reported; 2022Q3: 2,332 shares; 2022Q4: 2,157 shares; 2023Q1: 2,190 shares; 2023Q2: 2,333 shares 2,333 $918K 0.14% +143 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 11,100 shares; 2023Q2: 29,301 shares 29,301 $905K 0.14% +18,201 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 21,845 shares; 2021Q4: 20,679 shares; 2022Q1: 20,926 shares; 2022Q2: not reported; 2022Q3: 27,113 shares; 2022Q4: 27,890 shares; 2023Q1: 26,939 shares; 2023Q2: 26,084 shares 26,084 $904K 0.14% -855 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 34,703 shares; 2021Q4: 33,822 shares; 2022Q1: 34,362 shares; 2022Q2: not reported; 2022Q3: 33,898 shares; 2022Q4: 28,431 shares; 2023Q1: 26,390 shares; 2023Q2: 27,347 shares 27,347 $883K 0.13% +957 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 27,806 shares 27,806 $881K 0.13% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 12,136 shares; 2021Q4: 11,463 shares; 2022Q1: 9,863 shares; 2022Q2: not reported; 2022Q3: 9,674 shares; 2022Q4: 9,547 shares; 2023Q1: 8,807 shares; 2023Q2: 8,679 shares 8,679 $876K 0.13% -128 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 24,486 shares; 2021Q4: 24,504 shares; 2022Q1: 22,692 shares; 2022Q2: not reported; 2022Q3: 22,721 shares; 2022Q4: 22,736 shares; 2023Q1: 22,353 shares; 2023Q2: 21,771 shares 21,771 $869K 0.13% -582 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 5,122 shares; 2022Q4: 7,538 shares; 2023Q1: 8,788 shares; 2023Q2: 8,810 shares 8,810 $864K 0.13% +22 Timeline SSUS STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 23,755 shares 23,755 $844K 0.13% new Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 8,939 shares; 2022Q4: 11,298 shares; 2023Q1: 19,063 shares; 2023Q2: 20,316 shares 20,316 $827K 0.12% +1,253 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 25,275 shares; 2021Q4: 25,432 shares; 2022Q1: 25,256 shares; 2022Q2: not reported; 2022Q3: 27,965 shares; 2022Q4: 29,501 shares; 2023Q1: 23,850 shares; 2023Q2: 22,048 shares 22,048 $809K 0.12% -1,802 Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 80,000 shares; 2021Q4: 200,000 shares; 2022Q1: 200,000 shares; 2022Q2: not reported; 2022Q3: 200,000 shares; 2022Q4: 200,000 shares; 2023Q1: 200,000 shares; 2023Q2: 200,000 shares 200,000 $804K 0.12% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 13,996 shares; 2021Q4: 14,171 shares; 2022Q1: 12,220 shares; 2022Q2: not reported; 2022Q3: 11,981 shares; 2022Q4: 11,606 shares; 2023Q1: 11,649 shares; 2023Q2: 11,051 shares 11,051 $803K 0.12% -598 Timeline ALTL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: 5,411 shares; 2022Q1: 110,385 shares; 2022Q2: not reported; 2022Q3: 97,608 shares; 2022Q4: 76,237 shares; 2023Q1: 75,685 shares; 2023Q2: 21,274 shares 21,274 $799K 0.12% -54,411 Timeline RFG 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; 2021Q3: 4,965 shares; 2021Q4: 4,965 shares; 2022Q1: 4,523 shares; 2022Q2: not reported; 2022Q3: 4,347 shares; 2022Q4: 4,297 shares; 2023Q1: 4,028 shares; 2023Q2: 4,053 shares 4,053 $792K 0.12% +25 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; 2021Q3: 9,460 shares; 2021Q4: 9,566 shares; 2022Q1: 10,346 shares; 2022Q2: not reported; 2022Q3: 10,793 shares; 2022Q4: 9,661 shares; 2023Q1: 9,274 shares; 2023Q2: 8,849 shares 8,849 $790K 0.12% -425 Timeline PGF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 76,518 shares; 2021Q4: 76,524 shares; 2022Q1: 75,459 shares; 2022Q2: not reported; 2022Q3: 77,714 shares; 2022Q4: 54,483 shares; 2023Q1: 54,491 shares; 2023Q2: 54,274 shares 54,274 $779K 0.12% -217 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 6,194 shares; 2021Q4: 6,809 shares; 2022Q1: 6,359 shares; 2022Q2: not reported; 2022Q3: 6,229 shares; 2022Q4: 6,229 shares; 2023Q1: 9,290 shares; 2023Q2: 9,290 shares 9,290 $777K 0.12% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 11,366 shares; 2021Q4: 10,715 shares; 2022Q1: 13,754 shares; 2022Q2: not reported; 2022Q3: 11,604 shares; 2022Q4: 14,135 shares; 2023Q1: 12,343 shares; 2023Q2: 12,145 shares 12,145 $760K 0.11% -198 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 2,155 shares; 2021Q4: 3,480 shares; 2022Q1: 3,869 shares; 2022Q2: not reported; 2022Q3: 3,675 shares; 2022Q4: 3,143 shares; 2023Q1: 3,139 shares; 2023Q2: 3,055 shares 3,055 $757K 0.11% -84 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 4,221 shares; 2021Q4: 4,233 shares; 2022Q1: 4,248 shares; 2022Q2: not reported; 2022Q3: 4,190 shares; 2022Q4: 4,192 shares; 2023Q1: 4,214 shares; 2023Q2: 4,247 shares 4,247 $737K 0.11% +33 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 2,942 shares; 2021Q4: 6,159 shares; 2022Q1: 7,349 shares; 2022Q2: 8,054 shares; 2022Q3: 7,774 shares; 2022Q4: 5,517 shares; 2023Q1: 5,385 shares; 2023Q2: 5,709 shares 5,709 $732K 0.11% +324 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 6,771 shares; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 11,929 shares; 2022Q4: 16,290 shares; 2023Q1: 18,479 shares; 2023Q2: 19,539 shares 19,539 $723K 0.11% +1,060 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 16,877 shares; 2022Q4: 16,877 shares; 2023Q1: 16,255 shares; 2023Q2: 20,785 shares 20,785 $711K 0.11% +4,530 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 12,572 shares; 2022Q4: 15,601 shares; 2023Q1: 28,194 shares; 2023Q2: 35,303 shares 35,303 $711K 0.11% +7,109 PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 28,119 shares; 2021Q4: 27,879 shares; 2022Q1: 27,881 shares; 2022Q2: not reported; 2022Q3: 31,357 shares; 2022Q4: 30,920 shares; 2023Q1: 27,486 shares; 2023Q2: 26,658 shares 26,658 $705K 0.11% -828 Timeline CPTL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 25,281 shares; 2021Q4: 25,281 shares; 2022Q1: 24,371 shares; 2022Q2: not reported; 2022Q3: 24,379 shares; 2022Q4: 22,586 shares; 2023Q1: 22,242 shares; 2023Q2: 22,242 shares 22,242 $690K 0.1% 0 Timeline BGRN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 18,528 shares; 2021Q4: 18,762 shares; 2022Q1: 18,420 shares; 2022Q2: not reported; 2022Q3: 16,092 shares; 2022Q4: 16,251 shares; 2023Q1: 15,745 shares; 2023Q2: 14,753 shares 14,753 $687K 0.1% -992 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; 2021Q3: 16,251 shares; 2021Q4: 14,341 shares; 2022Q1: 3,461 shares; 2022Q2: 3,385 shares; 2022Q3: 3,124 shares; 2022Q4: 3,100 shares; 2023Q1: 3,105 shares; 2023Q2: 3,105 shares 3,105 $682K 0.1% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 2,815 shares; 2021Q4: 2,815 shares; 2022Q1: 3,605 shares; 2022Q2: not reported; 2022Q3: 3,576 shares; 2022Q4: 3,582 shares; 2023Q1: 3,596 shares; 2023Q2: 3,281 shares 3,281 $671K 0.1% -315 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 11,052 shares; 2021Q4: 11,052 shares; 2022Q1: 19,112 shares; 2022Q2: 19,341 shares; 2022Q3: 19,341 shares; 2022Q4: 19,387 shares; 2023Q1: 19,128 shares; 2023Q2: 19,128 shares 19,128 $670K 0.1% 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; 2021Q3: 6,591 shares; 2021Q4: 6,774 shares; 2022Q1: 13,173 shares; 2022Q2: not reported; 2022Q3: 14,164 shares; 2022Q4: 12,886 shares; 2023Q1: 12,822 shares; 2023Q2: 15,297 shares 15,297 $670K 0.1% +2,475 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 5,388 shares; 2021Q4: 5,306 shares; 2022Q1: 5,149 shares; 2022Q2: 5,143 shares; 2022Q3: 4,585 shares; 2022Q4: 4,549 shares; 2023Q1: 4,707 shares; 2023Q2: 4,494 shares 4,494 $642K 0.1% -213 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 10,000 shares; 2022Q2: not reported; 2022Q3: 10,000 shares; 2022Q4: 10,000 shares; 2023Q1: 10,000 shares; 2023Q2: 10,000 shares 10,000 $636K 0.1% 0 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; 2021Q3: 885 shares; 2021Q4: 875 shares; 2022Q1: 675 shares; 2022Q2: not reported; 2022Q3: 2,025 shares; 2022Q4: 2,139 shares; 2023Q1: 2,154 shares; 2023Q2: 2,465 shares 2,465 $630K 0.1% +311 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 18,799 shares; 2023Q1: 18,799 shares; 2023Q2: 18,799 shares 18,799 $626K 0.09% 0 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 17,193 shares; 2023Q1: 17,193 shares; 2023Q2: 17,193 shares 17,193 $623K 0.09% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 4,961 shares; 2021Q4: 4,740 shares; 2022Q1: 3,719 shares; 2022Q2: not reported; 2022Q3: 3,936 shares; 2022Q4: 3,873 shares; 2023Q1: 3,467 shares; 2023Q2: 3,313 shares 3,313 $620K 0.09% -154 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; 2021Q3: 6,089 shares; 2021Q4: 6,126 shares; 2022Q1: 7,560 shares; 2022Q2: not reported; 2022Q3: 7,687 shares; 2022Q4: 7,622 shares; 2023Q1: 8,381 shares; 2023Q2: 8,383 shares 8,383 $611K 0.09% +2 Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 17,669 shares; 2022Q4: 24,179 shares; 2023Q1: 23,243 shares; 2023Q2: 22,298 shares 22,298 $609K 0.09% -945 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; 2021Q3: 33,687 shares; 2021Q4: 29,232 shares; 2022Q1: 27,061 shares; 2022Q2: 19,034 shares; 2022Q3: 17,030 shares; 2022Q4: 15,564 shares; 2023Q1: 15,100 shares; 2023Q2: 14,527 shares 14,527 $604K 0.09% -573 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 2,640 shares; 2021Q4: 2,640 shares; 2022Q1: 2,590 shares; 2022Q2: 2,668 shares; 2022Q3: 2,761 shares; 2022Q4: 2,849 shares; 2023Q1: 2,683 shares; 2023Q2: 2,683 shares 2,683 $596K 0.09% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 14,983 shares; 2021Q4: 17,201 shares; 2022Q1: 13,311 shares; 2022Q2: not reported; 2022Q3: 3,952 shares; 2022Q4: 3,702 shares; 2023Q1: 3,682 shares; 2023Q2: 3,456 shares 3,456 $587K 0.09% -226 Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: 34,604 shares; 2022Q1: 33,507 shares; 2022Q2: not reported; 2022Q3: 30,301 shares; 2022Q4: 28,429 shares; 2023Q1: 28,122 shares; 2023Q2: 28,562 shares 28,562 $581K 0.09% +440 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; 2021Q3: 1,629 shares; 2021Q4: 1,619 shares; 2022Q1: 1,531 shares; 2022Q2: not reported; 2022Q3: 1,279 shares; 2022Q4: 1,280 shares; 2023Q1: 1,211 shares; 2023Q2: 1,245 shares 1,245 $573K 0.09% +34 Timeline BJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 16,909 shares 16,909 $567K 0.09% new Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 1,618 shares; 2022Q2: 1,871 shares; 2022Q3: 1,871 shares; 2022Q4: 1,871 shares; 2023Q1: 1,618 shares; 2023Q2: 1,632 shares 1,632 $563K 0.09% +14 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 12,725 shares; 2022Q2: 12,725 shares; 2022Q3: 12,725 shares; 2022Q4: 12,725 shares; 2023Q1: 12,725 shares; 2023Q2: 12,725 shares 12,725 $563K 0.08% 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; 2021Q3: 4,655 shares; 2021Q4: 4,663 shares; 2022Q1: 4,671 shares; 2022Q2: not reported; 2022Q3: 4,424 shares; 2022Q4: 4,416 shares; 2023Q1: 4,485 shares; 2023Q2: 4,435 shares 4,435 $559K 0.08% -50 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 53,182 shares; 2021Q4: 55,484 shares; 2022Q1: 43,723 shares; 2022Q2: not reported; 2022Q3: 15,139 shares; 2022Q4: 9,441 shares; 2023Q1: 7,500 shares; 2023Q2: 5,115 shares 5,115 $550K 0.08% -2,385 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; 2021Q3: 2,711 shares; 2021Q4: 2,711 shares; 2022Q1: 2,231 shares; 2022Q2: not reported; 2022Q3: 2,597 shares; 2022Q4: 2,574 shares; 2023Q1: 2,436 shares; 2023Q2: 2,437 shares 2,437 $550K 0.08% +1 Timeline SPHB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 4,650 shares; 2021Q4: 5,960 shares; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 6,402 shares; 2023Q2: 7,080 shares 7,080 $541K 0.08% +678 Timeline INVESTMENT MANAGERS SER TR I INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 11,496 shares; 2022Q2: not reported; 2022Q3: 17,716 shares; 2022Q4: 19,371 shares; 2023Q1: 18,999 shares; 2023Q2: 17,112 shares 17,112 $535K 0.08% -1,887 IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 26,566 shares; 2021Q4: 25,251 shares; 2022Q1: 23,802 shares; 2022Q2: not reported; 2022Q3: 14,781 shares; 2022Q4: 10,162 shares; 2023Q1: 9,104 shares; 2023Q2: 9,383 shares 9,383 $530K 0.08% +279 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 7,800 shares; 2021Q4: 7,800 shares; 2022Q1: 16,113 shares; 2022Q2: 15,606 shares; 2022Q3: 15,606 shares; 2022Q4: 15,523 shares; 2023Q1: 15,458 shares; 2023Q2: 15,062 shares 15,062 $514K 0.08% -396 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 34,246 shares; 2021Q4: 29,755 shares; 2022Q1: 24,138 shares; 2022Q2: not reported; 2022Q3: 23,526 shares; 2022Q4: 19,306 shares; 2023Q1: 17,199 shares; 2023Q2: 15,434 shares 15,434 $512K 0.08% -1,765 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 4,841 shares; 2021Q4: 29,199 shares; 2022Q1: 36,917 shares; 2022Q2: not reported; 2022Q3: 26,978 shares; 2022Q4: 18,428 shares; 2023Q1: 15,658 shares; 2023Q2: 9,611 shares 9,611 $504K 0.08% -6,047 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; 2021Q3: 957 shares; 2021Q4: 978 shares; 2022Q1: 1,036 shares; 2022Q2: not reported; 2022Q3: 1,099 shares; 2022Q4: 1,067 shares; 2023Q1: 961 shares; 2023Q2: 1,042 shares 1,042 $501K 0.08% +81 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; 2021Q3: 4,846 shares; 2021Q4: 4,811 shares; 2022Q1: 4,792 shares; 2022Q2: not reported; 2022Q3: 4,892 shares; 2022Q4: 4,899 shares; 2023Q1: 4,899 shares; 2023Q2: 4,899 shares 4,899 $494K 0.07% 0 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 6,774 shares; 2021Q4: 6,775 shares; 2022Q1: 5,900 shares; 2022Q2: not reported; 2022Q3: 5,900 shares; 2022Q4: 5,694 shares; 2023Q1: 5,318 shares; 2023Q2: 5,264 shares 5,264 $493K 0.07% -54 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; 2021Q3: 2,584 shares; 2021Q4: 2,584 shares; 2022Q1: 2,584 shares; 2022Q2: not reported; 2022Q3: 2,954 shares; 2022Q4: 2,954 shares; 2023Q1: 3,291 shares; 2023Q2: 3,026 shares 3,026 $490K 0.07% -265 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 18,325 shares; 2022Q2: not reported; 2022Q3: 18,325 shares; 2022Q4: 18,325 shares; 2023Q1: 18,325 shares; 2023Q2: 18,325 shares 18,325 $481K 0.07% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 3,287 shares; 2021Q4: 3,287 shares; 2022Q1: 5,452 shares; 2022Q2: not reported; 2022Q3: 6,340 shares; 2022Q4: 6,424 shares; 2023Q1: 6,424 shares; 2023Q2: 6,558 shares 6,558 $475K 0.07% +134 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 41,538 shares; 2021Q4: 36,162 shares; 2022Q1: 31,760 shares; 2022Q2: 29,754 shares; 2022Q3: 26,691 shares; 2022Q4: 22,844 shares; 2023Q1: 22,844 shares; 2023Q2: 22,710 shares 22,710 $475K 0.07% -134 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; 2021Q3: 2,380 shares; 2021Q4: 2,711 shares; 2022Q1: 2,967 shares; 2022Q2: 2,389 shares; 2022Q3: 1,856 shares; 2022Q4: 1,843 shares; 2023Q1: 1,719 shares; 2023Q2: 1,579 shares 1,579 $473K 0.07% -140 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; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 2,289 shares; 2022Q2: not reported; 2022Q3: 2,202 shares; 2022Q4: 2,202 shares; 2023Q1: 2,202 shares; 2023Q2: 2,377 shares 2,377 $467K 0.07% +175 Timeline XLP 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; 2021Q3: 5,628 shares; 2021Q4: 9,187 shares; 2022Q1: 26,958 shares; 2022Q2: not reported; 2022Q3: 8,267 shares; 2022Q4: 18,191 shares; 2023Q1: 5,952 shares; 2023Q2: 6,282 shares 6,282 $466K 0.07% +330 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; 2021Q3: 10,029 shares; 2021Q4: 9,901 shares; 2022Q1: 10,129 shares; 2022Q2: 10,982 shares; 2022Q3: 10,953 shares; 2022Q4: 11,191 shares; 2023Q1: 9,727 shares; 2023Q2: 8,924 shares 8,924 $462K 0.07% -803 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; 2021Q3: 7,839 shares; 2021Q4: 7,744 shares; 2022Q1: 7,653 shares; 2022Q2: 7,772 shares; 2022Q3: 9,261 shares; 2022Q4: 8,205 shares; 2023Q1: 7,979 shares; 2023Q2: 7,122 shares 7,122 $455K 0.07% -857 Timeline 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; 2021Q3: 3,760 shares; 2021Q4: 3,762 shares; 2022Q1: 3,462 shares; 2022Q2: not reported; 2022Q3: 3,392 shares; 2022Q4: 3,382 shares; 2023Q1: 3,187 shares; 2023Q2: 3,708 shares 3,708 $455K 0.07% +521 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 6,752 shares; 2021Q4: 6,677 shares; 2022Q1: 6,679 shares; 2022Q2: not reported; 2022Q3: 6,791 shares; 2022Q4: 6,723 shares; 2023Q1: 6,725 shares; 2023Q2: 6,725 shares 6,725 $453K 0.07% 0 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 7,343 shares; 2023Q1: 6,646 shares; 2023Q2: 4,889 shares 4,889 $449K 0.07% -1,757 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 4,048 shares; 2021Q4: 4,052 shares; 2022Q1: 4,054 shares; 2022Q2: not reported; 2022Q3: 4,515 shares; 2022Q4: 4,726 shares; 2023Q1: 4,534 shares; 2023Q2: 4,508 shares 4,508 $442K 0.07% -26 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: 50,983 shares; 2022Q1: 21,922 shares; 2022Q2: not reported; 2022Q3: 13,593 shares; 2022Q4: 12,726 shares; 2023Q1: 13,310 shares; 2023Q2: 12,503 shares 12,503 $441K 0.07% -807 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; 2021Q3: 4,549 shares; 2021Q4: 4,753 shares; 2022Q1: 4,352 shares; 2022Q2: not reported; 2022Q3: 4,555 shares; 2022Q4: 4,554 shares; 2023Q1: 4,539 shares; 2023Q2: 4,518 shares 4,518 $441K 0.07% -21 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 1,726 shares; 2021Q4: 1,640 shares; 2022Q1: 1,620 shares; 2022Q2: not reported; 2022Q3: 1,613 shares; 2022Q4: 1,613 shares; 2023Q1: 2,061 shares; 2023Q2: 1,671 shares 1,671 $437K 0.07% -390 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; 2021Q3: 5,723 shares; 2021Q4: 5,845 shares; 2022Q1: 6,138 shares; 2022Q2: not reported; 2022Q3: 7,214 shares; 2022Q4: 6,491 shares; 2023Q1: 6,025 shares; 2023Q2: 5,694 shares 5,694 $437K 0.07% -331 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 667 shares; 2021Q4: 749 shares; 2022Q1: 852 shares; 2022Q2: not reported; 2022Q3: 967 shares; 2022Q4: 951 shares; 2023Q1: 786 shares; 2023Q2: 982 shares 982 $433K 0.07% +196 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 18,864 shares; 2021Q4: 18,615 shares; 2022Q1: 16,093 shares; 2022Q2: not reported; 2022Q3: 13,676 shares; 2022Q4: 13,285 shares; 2023Q1: 12,763 shares; 2023Q2: 12,115 shares 12,115 $430K 0.06% -648 Timeline RSPF 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; 2021Q3: 10,129 shares; 2021Q4: 10,584 shares; 2022Q1: 9,538 shares; 2022Q2: not reported; 2022Q3: 9,556 shares; 2022Q4: 9,562 shares; 2023Q1: 9,444 shares; 2023Q2: 8,201 shares 8,201 $420K 0.06% -1,243 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 1,136 shares; 2021Q4: 501 shares; 2022Q1: 498 shares; 2022Q2: 737 shares; 2022Q3: 875 shares; 2022Q4: 935 shares; 2023Q1: 680 shares; 2023Q2: 851 shares 851 $416K 0.06% +171 Timeline LABORATORY CORP OF AMERICA LABORATORY CORP OF AMERICA More: the full row for LABORATORY CORP OF AMERICA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 1,706 shares; 2021Q4: 1,706 shares; 2022Q1: 1,706 shares; 2022Q2: not reported; 2022Q3: 1,709 shares; 2022Q4: 1,706 shares; 2023Q1: 1,706 shares; 2023Q2: 1,706 shares 1,706 $412K 0.06% 0 AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 454 shares; 2021Q4: 454 shares; 2022Q1: 434 shares; 2022Q2: 462 shares; 2022Q3: 471 shares; 2022Q4: 456 shares; 2023Q1: 452 shares; 2023Q2: 462 shares 462 $401K 0.06% +10 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 4,362 shares; 2021Q4: 4,343 shares; 2022Q1: 5,020 shares; 2022Q2: not reported; 2022Q3: 5,137 shares; 2022Q4: 5,107 shares; 2023Q1: 5,112 shares; 2023Q2: 4,988 shares 4,988 $390K 0.06% -124 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; 2021Q3: 4,498 shares; 2021Q4: 5,099 shares; 2022Q1: 4,600 shares; 2022Q2: not reported; 2022Q3: 4,701 shares; 2022Q4: 4,707 shares; 2023Q1: 4,447 shares; 2023Q2: 4,548 shares 4,548 $386K 0.06% +101 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; 2021Q3: 1,705 shares; 2021Q4: 1,703 shares; 2022Q1: 2,216 shares; 2022Q2: not reported; 2022Q3: 1,935 shares; 2022Q4: 1,930 shares; 2023Q1: 1,924 shares; 2023Q2: 1,924 shares 1,924 $377K 0.06% 0 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 11,128 shares; 2023Q2: 11,128 shares 11,128 $376K 0.06% 0 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; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 400 shares; 2022Q2: not reported; 2022Q3: 460 shares; 2022Q4: 592 shares; 2023Q1: 655 shares; 2023Q2: 719 shares 719 $375K 0.06% +64 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 2,000 shares; 2021Q4: 2,000 shares; 2022Q1: 2,000 shares; 2022Q2: not reported; 2022Q3: 2,000 shares; 2022Q4: 2,000 shares; 2023Q1: 2,000 shares; 2023Q2: 2,000 shares 2,000 $373K 0.06% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: 2,531 shares; 2022Q1: 3,625 shares; 2022Q2: 6,274 shares; 2022Q3: 6,098 shares; 2022Q4: 8,198 shares; 2023Q1: 4,150 shares; 2023Q2: 4,094 shares 4,094 $370K 0.06% -56 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 5,004 shares; 2021Q4: 5,016 shares; 2022Q1: 4,814 shares; 2022Q2: not reported; 2022Q3: 4,722 shares; 2022Q4: 4,561 shares; 2023Q1: 4,571 shares; 2023Q2: 3,791 shares 3,791 $369K 0.06% -780 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 581 shares; 2021Q4: 357 shares; 2022Q1: 378 shares; 2022Q2: not reported; 2022Q3: 529 shares; 2022Q4: 616 shares; 2023Q1: 536 shares; 2023Q2: 649 shares 649 $365K 0.06% +113 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; 2021Q3: 2,007 shares; 2021Q4: 2,130 shares; 2022Q1: 1,967 shares; 2022Q2: not reported; 2022Q3: 1,978 shares; 2022Q4: 2,317 shares; 2023Q1: 1,862 shares; 2023Q2: 1,812 shares 1,812 $360K 0.05% -50 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: 3,016 shares; 2022Q1: 3,179 shares; 2022Q2: not reported; 2022Q3: 3,685 shares; 2022Q4: 3,252 shares; 2023Q1: 4,048 shares; 2023Q2: 3,776 shares 3,776 $360K 0.05% -272 Timeline BMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 12,168 shares; 2022Q4: 12,168 shares; 2023Q1: 11,184 shares; 2023Q2: 11,184 shares 11,184 $355K 0.05% 0 Timeline PAWZ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 10,319 shares; 2021Q4: 10,244 shares; 2022Q1: 10,115 shares; 2022Q2: not reported; 2022Q3: 9,675 shares; 2022Q4: 7,849 shares; 2023Q1: 7,221 shares; 2023Q2: 6,971 shares 6,971 $354K 0.05% -250 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 4,552 shares; 2021Q4: 4,351 shares; 2022Q1: 4,351 shares; 2022Q2: not reported; 2022Q3: 6,341 shares; 2022Q4: 7,972 shares; 2023Q1: 4,817 shares; 2023Q2: 5,017 shares 5,017 $354K 0.05% +200 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 3,457 shares; 2021Q4: 2,903 shares; 2022Q1: 2,841 shares; 2022Q2: not reported; 2022Q3: 2,873 shares; 2022Q4: 2,873 shares; 2023Q1: 6,325 shares; 2023Q2: 6,130 shares 6,130 $347K 0.05% -195 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; 2021Q3: 6,871 shares; 2021Q4: 6,446 shares; 2022Q1: 7,629 shares; 2022Q2: not reported; 2022Q3: 7,360 shares; 2022Q4: 7,186 shares; 2023Q1: 6,608 shares; 2023Q2: 6,552 shares 6,552 $339K 0.05% -56 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 3,400 shares; 2022Q2: 3,400 shares; 2022Q3: 3,400 shares; 2022Q4: 3,400 shares; 2023Q1: 3,400 shares; 2023Q2: 3,400 shares 3,400 $336K 0.05% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 6,213 shares; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 9,120 shares 9,120 $332K 0.05% new Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 5,741 shares; 2021Q4: 6,106 shares; 2022Q1: 5,836 shares; 2022Q2: not reported; 2022Q3: 5,841 shares; 2022Q4: 5,510 shares; 2023Q1: 5,510 shares; 2023Q2: 5,302 shares 5,302 $329K 0.05% -208 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; 2021Q3: 1,624 shares; 2021Q4: 1,576 shares; 2022Q1: 1,526 shares; 2022Q2: 1,561 shares; 2022Q3: 1,563 shares; 2022Q4: 1,899 shares; 2023Q1: 1,835 shares; 2023Q2: 1,835 shares 1,835 $320K 0.05% 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; 2021Q3: 23,007 shares; 2021Q4: 26,270 shares; 2022Q1: 18,638 shares; 2022Q2: 34,335 shares; 2022Q3: 33,223 shares; 2022Q4: 38,290 shares; 2023Q1: 22,625 shares; 2023Q2: 19,780 shares 19,780 $315K 0.05% -2,845 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 10,669 shares; 2021Q4: 6,044 shares; 2022Q1: 5,125 shares; 2022Q2: not reported; 2022Q3: 4,432 shares; 2022Q4: 4,015 shares; 2023Q1: 3,990 shares; 2023Q2: 4,111 shares 4,111 $309K 0.05% +121 Timeline CET CENTRAL SECS CORP More: the full row for CENTRAL SECS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 8,428 shares; 2021Q4: 8,428 shares; 2022Q1: 8,428 shares; 2022Q2: 8,428 shares; 2022Q3: 8,428 shares; 2022Q4: 8,428 shares; 2023Q1: 8,428 shares; 2023Q2: 8,428 shares 8,428 $308K 0.05% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 4,403 shares; 2021Q4: 4,403 shares; 2022Q1: 4,403 shares; 2022Q2: 4,459 shares; 2022Q3: 4,459 shares; 2022Q4: 4,459 shares; 2023Q1: 4,403 shares; 2023Q2: 4,403 shares 4,403 $307K 0.05% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 4,078 shares; 2022Q2: not reported; 2022Q3: 3,946 shares; 2022Q4: 7,184 shares; 2023Q1: 5,414 shares; 2023Q2: 4,363 shares 4,363 $307K 0.05% -1,051 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 2,688 shares; 2021Q4: 2,690 shares; 2022Q1: 2,831 shares; 2022Q2: not reported; 2022Q3: 2,821 shares; 2022Q4: 3,519 shares; 2023Q1: 3,126 shares; 2023Q2: 3,126 shares 3,126 $305K 0.05% 0 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: 4,781 shares; 2022Q1: 3,706 shares; 2022Q2: not reported; 2022Q3: 3,942 shares; 2022Q4: 4,178 shares; 2023Q1: 3,441 shares; 2023Q2: 4,811 shares 4,811 $302K 0.05% +1,370 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; 2021Q3: 3,476 shares; 2021Q4: 3,545 shares; 2022Q1: 3,868 shares; 2022Q2: 3,844 shares; 2022Q3: 3,848 shares; 2022Q4: 3,851 shares; 2023Q1: 3,955 shares; 2023Q2: 3,564 shares 3,564 $300K 0.05% -391 Timeline NULC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 6,088 shares; 2023Q2: 8,261 shares 8,261 $300K 0.05% +2,173 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 29,407 shares; 2022Q2: not reported; 2022Q3: 14,863 shares; 2022Q4: 7,192 shares; 2023Q1: 4,147 shares; 2023Q2: 2,595 shares 2,595 $299K 0.05% -1,552 Timeline ULST SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 15,235 shares; 2021Q4: 10,823 shares; 2022Q1: 10,772 shares; 2022Q2: not reported; 2022Q3: 10,772 shares; 2022Q4: 10,772 shares; 2023Q1: 10,772 shares; 2023Q2: 7,394 shares 7,394 $298K 0.04% -3,378 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; 2021Q3: 6,579 shares; 2021Q4: 6,385 shares; 2022Q1: 6,233 shares; 2022Q2: 6,468 shares; 2022Q3: 6,576 shares; 2022Q4: 6,599 shares; 2023Q1: 6,447 shares; 2023Q2: 6,563 shares 6,563 $297K 0.04% +116 Timeline IVOL KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 213,271 shares; 2021Q4: 127,967 shares; 2022Q1: 30,000 shares; 2022Q2: not reported; 2022Q3: 18,003 shares; 2022Q4: 16,638 shares; 2023Q1: 14,999 shares; 2023Q2: 14,354 shares 14,354 $295K 0.04% -645 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; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 991 shares; 2022Q2: not reported; 2022Q3: 997 shares; 2022Q4: 997 shares; 2023Q1: 991 shares; 2023Q2: 991 shares 991 $291K 0.04% 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; 2021Q3: 10,194 shares; 2021Q4: 10,815 shares; 2022Q1: 7,790 shares; 2022Q2: not reported; 2022Q3: 3,079 shares; 2022Q4: 3,024 shares; 2023Q1: 2,782 shares; 2023Q2: 2,930 shares 2,930 $290K 0.04% +148 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 9,653 shares 9,653 $288K 0.04% new 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; 2021Q3: 9,971 shares; 2021Q4: 9,918 shares; 2022Q1: 9,943 shares; 2022Q2: not reported; 2022Q3: 10,290 shares; 2022Q4: 10,481 shares; 2023Q1: 10,671 shares; 2023Q2: 10,869 shares 10,869 $286K 0.04% +198 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; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 1,952 shares; 2022Q2: not reported; 2022Q3: 2,426 shares; 2022Q4: 2,221 shares; 2023Q1: 2,179 shares; 2023Q2: 2,055 shares 2,055 $285K 0.04% -124 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 617 shares; 2021Q4: 681 shares; 2022Q1: 682 shares; 2022Q2: not reported; 2022Q3: 722 shares; 2022Q4: 721 shares; 2023Q1: 619 shares; 2023Q2: 619 shares 619 $284K 0.04% 0 Timeline JP MORGAN CHASE & CO JP MORGAN CHASE & CO More: the full row for JP MORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 12,260 shares; 2023Q2: 12,323 shares 12,323 $282K 0.04% +63 GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 4,994 shares; 2021Q4: 3,420 shares; 2022Q1: 2,305 shares; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 2,748 shares; 2023Q1: 2,552 shares; 2023Q2: 2,552 shares 2,552 $280K 0.04% 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; 2021Q3: 1,448 shares; 2021Q4: 1,448 shares; 2022Q1: 1,448 shares; 2022Q2: 1,519 shares; 2022Q3: 1,519 shares; 2022Q4: 1,515 shares; 2023Q1: 1,453 shares; 2023Q2: 1,453 shares 1,453 $280K 0.04% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 2,300 shares; 2022Q2: not reported; 2022Q3: 2,459 shares; 2022Q4: 2,577 shares; 2023Q1: 1,413 shares; 2023Q2: 1,335 shares 1,335 $277K 0.04% -78 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; 2021Q3: 726 shares; 2021Q4: 860 shares; 2022Q1: 888 shares; 2022Q2: not reported; 2022Q3: 977 shares; 2022Q4: 1,235 shares; 2023Q1: 690 shares; 2023Q2: 625 shares 625 $276K 0.04% -65 Timeline SCHL SCHOLASTIC CORP More: the full row for SCHOLASTIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 7,092 shares; 2022Q2: not reported; 2022Q3: 7,092 shares; 2022Q4: 7,092 shares; 2023Q1: 7,092 shares; 2023Q2: 7,092 shares 7,092 $276K 0.04% 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; 2021Q3: 1,856 shares; 2021Q4: 1,882 shares; 2022Q1: 1,838 shares; 2022Q2: 1,863 shares; 2022Q3: 1,769 shares; 2022Q4: 1,737 shares; 2023Q1: 1,840 shares; 2023Q2: 1,730 shares 1,730 $275K 0.04% -110 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 1,586 shares; 2021Q4: 886 shares; 2022Q1: 886 shares; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 886 shares; 2023Q2: 1,119 shares 1,119 $272K 0.04% +233 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 1,973 shares; 2021Q4: 1,974 shares; 2022Q1: 1,952 shares; 2022Q2: not reported; 2022Q3: 1,929 shares; 2022Q4: 1,930 shares; 2023Q1: 1,930 shares; 2023Q2: 1,931 shares 1,931 $272K 0.04% +1 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 3,650 shares; 2021Q4: 3,650 shares; 2022Q1: 3,650 shares; 2022Q2: not reported; 2022Q3: 3,650 shares; 2022Q4: 3,650 shares; 2023Q1: 3,650 shares; 2023Q2: 3,650 shares 3,650 $267K 0.04% 0 Timeline BAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 7,427 shares 7,427 $266K 0.04% new Timeline XLB 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; 2021Q3: 3,878 shares; 2021Q4: 3,879 shares; 2022Q1: 3,483 shares; 2022Q2: not reported; 2022Q3: 3,149 shares; 2022Q4: 3,149 shares; 2023Q1: 3,149 shares; 2023Q2: 3,149 shares 3,149 $261K 0.04% 0 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; 2021Q3: 1,053 shares; 2021Q4: 1,053 shares; 2022Q1: 1,053 shares; 2022Q2: not reported; 2022Q3: 1,053 shares; 2022Q4: 1,286 shares; 2023Q1: 1,053 shares; 2023Q2: 1,053 shares 1,053 $258K 0.04% 0 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 255 shares; 2021Q4: 211 shares; 2022Q1: 167 shares; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 152 shares; 2023Q1: not reported; 2023Q2: 186 shares 186 $257K 0.04% new Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 2,942 shares; 2021Q4: 2,756 shares; 2022Q1: 2,756 shares; 2022Q2: not reported; 2022Q3: 2,644 shares; 2022Q4: 2,644 shares; 2023Q1: 2,644 shares; 2023Q2: 2,644 shares 2,644 $256K 0.04% 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; 2021Q3: 2,700 shares; 2021Q4: 2,800 shares; 2022Q1: 2,700 shares; 2022Q2: not reported; 2022Q3: 2,752 shares; 2022Q4: 2,893 shares; 2023Q1: 2,700 shares; 2023Q2: 2,700 shares 2,700 $255K 0.04% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: 952 shares; 2022Q1: 904 shares; 2022Q2: 936 shares; 2022Q3: 941 shares; 2022Q4: 941 shares; 2023Q1: 904 shares; 2023Q2: 905 shares 905 $254K 0.04% +1 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 2,260 shares; 2023Q1: 5,230 shares; 2023Q2: 2,475 shares 2,475 $246K 0.04% -2,755 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 3,468 shares; 2021Q4: 3,468 shares; 2022Q1: 3,372 shares; 2022Q2: 3,072 shares; 2022Q3: not reported; 2022Q4: 3,172 shares; 2023Q1: 3,421 shares; 2023Q2: 3,421 shares 3,421 $245K 0.04% 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; 2021Q3: 2,660 shares; 2021Q4: 1,378 shares; 2022Q1: 1,130 shares; 2022Q2: 1,337 shares; 2022Q3: 1,257 shares; 2022Q4: 1,210 shares; 2023Q1: 1,252 shares; 2023Q2: 1,254 shares 1,254 $243K 0.04% +2 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; 2021Q3: 5,766 shares; 2021Q4: 4,370 shares; 2022Q1: 4,545 shares; 2022Q2: not reported; 2022Q3: 2,796 shares; 2022Q4: 2,726 shares; 2023Q1: 2,947 shares; 2023Q2: 3,071 shares 3,071 $243K 0.04% +124 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 6,597 shares; 2021Q4: 8,964 shares; 2022Q1: 7,091 shares; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 8,962 shares 8,962 $240K 0.04% new Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 1,500 shares; 2021Q4: 1,500 shares; 2022Q1: 1,500 shares; 2022Q2: not reported; 2022Q3: 1,500 shares; 2022Q4: 1,500 shares; 2023Q1: 1,500 shares; 2023Q2: 1,500 shares 1,500 $237K 0.04% 0 Timeline LFST LIFESTANCE HEALTH GROUP INC More: the full row for LIFESTANCE HEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 25,701 shares 25,701 $235K 0.04% new Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 1,740 shares; 2021Q4: 3,179 shares; 2022Q1: 1,686 shares; 2022Q2: not reported; 2022Q3: 1,686 shares; 2022Q4: 1,686 shares; 2023Q1: 1,646 shares; 2023Q2: 1,646 shares 1,646 $232K 0.03% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 1,642 shares; 2021Q4: 1,825 shares; 2022Q1: 1,678 shares; 2022Q2: not reported; 2022Q3: 1,842 shares; 2022Q4: 1,738 shares; 2023Q1: 1,642 shares; 2023Q2: 1,726 shares 1,726 $228K 0.03% +84 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; 2021Q3: not reported; 2021Q4: 1,235 shares; 2022Q1: 1,235 shares; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 1,385 shares; 2023Q1: 1,237 shares; 2023Q2: 1,238 shares 1,238 $227K 0.03% +1 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 6,103 shares; 2021Q4: 6,146 shares; 2022Q1: 5,468 shares; 2022Q2: 5,103 shares; 2022Q3: 5,103 shares; 2022Q4: 4,944 shares; 2023Q1: 4,328 shares; 2023Q2: 4,328 shares 4,328 $227K 0.03% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 1,821 shares; 2021Q4: 2,259 shares; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 2,316 shares 2,316 $227K 0.03% new Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 4,475 shares; 2023Q2: 4,475 shares 4,475 $225K 0.03% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 4,327 shares; 2021Q4: 3,566 shares; 2022Q1: 2,969 shares; 2022Q2: 2,649 shares; 2022Q3: 2,567 shares; 2022Q4: 2,311 shares; 2023Q1: 2,210 shares; 2023Q2: 2,229 shares 2,229 $223K 0.03% +19 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; 2021Q3: 519 shares; 2021Q4: 519 shares; 2022Q1: 466 shares; 2022Q2: 482 shares; 2022Q3: 513 shares; 2022Q4: 506 shares; 2023Q1: 369 shares; 2023Q2: 323 shares 323 $223K 0.03% -46 PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: 7,922 shares; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 6,900 shares 6,900 $217K 0.03% new 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; 2021Q3: 3,241 shares; 2021Q4: 3,191 shares; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 2,535 shares; 2023Q1: 2,756 shares; 2023Q2: 2,794 shares 2,794 $215K 0.03% +38 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 11,380 shares; 2021Q4: 11,377 shares; 2022Q1: 7,663 shares; 2022Q2: not reported; 2022Q3: 4,963 shares; 2022Q4: 5,088 shares; 2023Q1: 3,999 shares; 2023Q2: 4,066 shares 4,066 $212K 0.03% +67 IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 4,225 shares; 2021Q4: 4,142 shares; 2022Q1: 3,672 shares; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 4,235 shares 4,235 $209K 0.03% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 4,582 shares 4,582 $204K 0.03% new Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 1,245 shares; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,245 shares 1,245 $204K 0.03% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 1,819 shares; 2021Q4: 5,946 shares; 2022Q1: 1,217 shares; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 1,085 shares; 2023Q1: 1,055 shares; 2023Q2: 965 shares 965 $204K 0.03% -90 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 2,234 shares 2,234 $204K 0.03% new Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 6,118 shares; 2021Q4: 9,001 shares; 2022Q1: 9,947 shares; 2022Q2: not reported; 2022Q3: 10,063 shares; 2022Q4: 7,451 shares; 2023Q1: 3,103 shares; 2023Q2: 2,058 shares 2,058 $201K 0.03% -1,045 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 10,175 shares; 2022Q2: not reported; 2022Q3: 10,224 shares; 2022Q4: 10,217 shares; 2023Q1: not reported; 2023Q2: 10,175 shares 10,175 $189K 0.03% new Timeline OPK OPKO HEALTH INC More: the full row for OPKO HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 29,200 shares; 2021Q4: 29,200 shares; 2022Q1: 29,200 shares; 2022Q2: not reported; 2022Q3: 30,000 shares; 2022Q4: 34,500 shares; 2023Q1: not reported; 2023Q2: 33,500 shares 33,500 $72.7K 0.01% new Timeline MGF ABERDEEN GOVT MARKETS INCOME More: the full row for ABERDEEN GOVT MARKETS INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 14,805 shares 14,805 $47.5K 0.01% new Timeline SYNCHRONOSS TECHNOLOGIES INC SYNCHRONOSS TECHNOLOGIES INC More: the full row for SYNCHRONOSS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 35,000 shares; 2023Q1: not reported; 2023Q2: 35,000 shares 35,000 $32.5K <0.01% new FRBKQ REPUBLIC FIRST BANCORP INC More: the full row for REPUBLIC FIRST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 15,500 shares; 2021Q4: 14,500 shares; 2022Q1: 20,500 shares; 2022Q2: not reported; 2022Q3: 17,500 shares; 2022Q4: 17,500 shares; 2023Q1: not reported; 2023Q2: 17,500 shares 17,500 $15.8K <0.01% new Timeline