IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 58,355 shares; 2023Q1: 58,355 shares; 2023Q2: 58,355 shares; 2023Q3: 61,623 shares; 2023Q4: 61,687 shares; 2024Q1: 59,793 shares; 2024Q2: 61,365 shares; 2024Q3: 62,938 shares 62,938 $36.3M 6.16% +1,573 Timeline IMTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 269,874 shares; 2023Q1: 269,874 shares; 2023Q2: 269,874 shares; 2023Q3: 527,036 shares; 2023Q4: 540,372 shares; 2024Q1: 518,712 shares; 2024Q2: 502,655 shares; 2024Q3: 505,050 shares 505,050 $22.5M 3.81% +2,395 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 110,984 shares; 2023Q1: 110,984 shares; 2023Q2: 110,976 shares; 2023Q3: 108,316 shares; 2023Q4: 106,964 shares; 2024Q1: 86,247 shares; 2024Q2: 84,019 shares; 2024Q3: 86,154 shares 86,154 $20.1M 3.41% +2,135 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 205,123 shares; 2023Q1: 205,123 shares; 2023Q2: 205,123 shares; 2023Q3: 211,946 shares; 2023Q4: 213,262 shares; 2024Q1: 206,055 shares; 2024Q2: 201,248 shares; 2024Q3: 208,148 shares 208,148 $16.2M 2.76% +6,900 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 96,501 shares; 2023Q1: 96,501 shares; 2023Q2: 96,501 shares; 2023Q3: 368,019 shares; 2023Q4: 458,759 shares; 2024Q1: 525,178 shares; 2024Q2: 607,364 shares; 2024Q3: 634,941 shares 634,941 $14.7M 2.49% +27,577 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 73,387 shares; 2023Q4: 99,762 shares; 2024Q1: 115,464 shares; 2024Q2: 135,999 shares; 2024Q3: 143,893 shares 143,893 $13.6M 2.31% +7,894 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 104,978 shares; 2023Q1: 104,978 shares; 2023Q2: 104,978 shares; 2023Q3: 109,717 shares; 2023Q4: 114,995 shares; 2024Q1: 114,041 shares; 2024Q2: 113,191 shares; 2024Q3: 112,951 shares 112,951 $13.2M 2.24% -240 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 410,135 shares; 2023Q1: 410,135 shares; 2023Q2: 410,135 shares; 2023Q3: 519,925 shares; 2023Q4: 527,733 shares; 2024Q1: 519,526 shares; 2024Q2: 531,849 shares; 2024Q3: 541,251 shares 541,251 $12.7M 2.15% +9,402 MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 139,133 shares; 2023Q1: 139,133 shares; 2023Q2: 139,133 shares; 2023Q3: 152,717 shares; 2023Q4: 154,613 shares; 2024Q1: 150,881 shares; 2024Q2: 147,466 shares; 2024Q3: 157,016 shares 157,016 $12.5M 2.12% +9,550 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 37,527 shares; 2023Q1: 37,527 shares; 2023Q2: 37,527 shares; 2023Q3: 36,992 shares; 2023Q4: 37,612 shares; 2024Q1: 25,066 shares; 2024Q2: 25,419 shares; 2024Q3: 26,138 shares 26,138 $11.2M 1.91% +719 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 4,327 shares; 2023Q1: 4,327 shares; 2023Q2: 4,327 shares; 2023Q3: 20,577 shares; 2023Q4: 27,213 shares; 2024Q1: 31,161 shares; 2024Q2: 32,290 shares; 2024Q3: 35,401 shares 35,401 $11.1M 1.89% +3,111 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 450,022 shares; 2023Q1: 450,022 shares; 2023Q2: 450,022 shares; 2023Q3: 551,219 shares; 2023Q4: 563,688 shares; 2024Q1: 552,626 shares; 2024Q2: 496,196 shares; 2024Q3: 473,244 shares 473,244 $10.7M 1.82% -22,952 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 124,931 shares; 2023Q1: 124,931 shares; 2023Q2: 124,931 shares; 2023Q3: 155,721 shares; 2023Q4: 160,414 shares; 2024Q1: 160,606 shares; 2024Q2: 164,923 shares; 2024Q3: 173,836 shares 173,836 $9.98M 1.69% +8,913 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 52,205 shares; 2023Q1: 52,205 shares; 2023Q2: 52,205 shares; 2023Q3: 115,912 shares; 2023Q4: 151,892 shares; 2024Q1: 173,017 shares; 2024Q2: 160,097 shares; 2024Q3: 162,471 shares 162,471 $8.32M 1.41% +2,374 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,987 shares; 2023Q1: 1,987 shares; 2023Q2: 1,987 shares; 2023Q3: 1,968 shares; 2023Q4: 59,077 shares; 2024Q1: 61,143 shares; 2024Q2: 61,538 shares; 2024Q3: 61,520 shares 61,520 $6.88M 1.17% -18 Timeline ISHARES ISHARES More: the full row for ISHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 242,536 shares; 2023Q1: 242,536 shares; 2023Q2: 242,536 shares; 2023Q3: 271,401 shares; 2023Q4: 265,617 shares; 2024Q1: 260,548 shares; 2024Q2: 264,767 shares; 2024Q3: 265,047 shares 265,047 $6.68M 1.13% +280 META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 16,195 shares; 2023Q1: 17,195 shares; 2023Q2: 17,195 shares; 2023Q3: 16,678 shares; 2023Q4: 16,335 shares; 2024Q1: 10,905 shares; 2024Q2: 10,568 shares; 2024Q3: 10,834 shares 10,834 $6.15M 1.04% +266 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 208,875 shares; 2023Q1: 208,875 shares; 2023Q2: 208,875 shares; 2023Q3: 238,133 shares; 2023Q4: 229,456 shares; 2024Q1: 227,603 shares; 2024Q2: 230,990 shares; 2024Q3: 232,039 shares 232,039 $5.82M 0.99% +1,049 AIEQ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 148,896 shares; 2024Q2: 154,630 shares; 2024Q3: 154,352 shares 154,352 $5.79M 0.98% -278 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 207,349 shares; 2023Q1: 207,349 shares; 2023Q2: 207,349 shares; 2023Q3: 235,792 shares; 2023Q4: 230,419 shares; 2024Q1: 228,281 shares; 2024Q2: 233,626 shares; 2024Q3: 235,860 shares 235,860 $5.73M 0.97% +2,234 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 23,124 shares; 2023Q1: 23,124 shares; 2023Q2: 23,124 shares; 2023Q3: 22,925 shares; 2023Q4: 25,342 shares; 2024Q1: 29,080 shares; 2024Q2: 30,008 shares; 2024Q3: 30,813 shares 30,813 $5.71M 0.97% +805 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 37,517 shares; 2023Q1: 37,517 shares; 2023Q2: 37,517 shares; 2023Q3: 35,468 shares; 2023Q4: 35,103 shares; 2024Q1: 32,968 shares; 2024Q2: 33,166 shares; 2024Q3: 33,057 shares 33,057 $5.48M 0.93% -109 Timeline EMBD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 27,885 shares; 2024Q2: 179,260 shares; 2024Q3: 227,748 shares 227,748 $5.35M 0.91% +48,488 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 43,995 shares; 2023Q1: 43,995 shares; 2023Q2: 43,995 shares; 2023Q3: 39,458 shares; 2023Q4: 44,858 shares; 2024Q1: 40,915 shares; 2024Q2: 40,995 shares; 2024Q3: 40,996 shares 40,996 $5.15M 0.87% +1 Timeline RPV 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; 2022Q4: 90,021 shares; 2023Q1: 90,021 shares; 2023Q2: 90,021 shares; 2023Q3: 76,644 shares; 2023Q4: 67,102 shares; 2024Q1: 63,337 shares; 2024Q2: 58,254 shares; 2024Q3: 55,599 shares 55,599 $4.94M 0.84% -2,655 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; 2022Q4: 50,092 shares; 2023Q1: 50,092 shares; 2023Q2: 50,092 shares; 2023Q3: 151,383 shares; 2023Q4: 131,194 shares; 2024Q1: 127,588 shares; 2024Q2: 122,928 shares; 2024Q3: 121,031 shares 121,031 $4.75M 0.81% -1,897 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,640 shares; 2023Q1: 2,640 shares; 2023Q2: 2,640 shares; 2023Q3: 2,801 shares; 2023Q4: 2,742 shares; 2024Q1: 2,677 shares; 2024Q2: 2,664 shares; 2024Q3: 25,564 shares 25,564 $4.41M 0.75% +22,900 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,178 shares; 2023Q1: 3,178 shares; 2023Q2: 5,678 shares; 2023Q3: 4,230 shares; 2023Q4: 5,759 shares; 2024Q1: 4,173 shares; 2024Q2: 42,492 shares; 2024Q3: 35,079 shares 35,079 $4.25M 0.72% -7,413 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 89,528 shares; 2023Q4: 82,816 shares; 2024Q1: 82,582 shares; 2024Q2: 83,774 shares; 2024Q3: 76,297 shares 76,297 $3.87M 0.66% -7,477 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; 2022Q4: 21,807 shares; 2023Q1: 21,807 shares; 2023Q2: 21,807 shares; 2023Q3: 23,262 shares; 2023Q4: 23,246 shares; 2024Q1: 26,277 shares; 2024Q2: 29,885 shares; 2024Q3: 33,520 shares 33,520 $3.86M 0.66% +3,635 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; 2022Q4: 11,055 shares; 2023Q1: 11,055 shares; 2023Q2: 11,055 shares; 2023Q3: 14,941 shares; 2023Q4: 16,627 shares; 2024Q1: 18,350 shares; 2024Q2: 18,402 shares; 2024Q3: 17,988 shares 17,988 $3.61M 0.61% -414 Timeline RYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 107,175 shares; 2023Q1: 107,175 shares; 2023Q2: 107,175 shares; 2023Q3: 174,875 shares; 2023Q4: 194,711 shares; 2024Q1: 191,210 shares; 2024Q2: 179,446 shares; 2024Q3: 221,533 shares 221,533 $3.58M 0.61% +42,087 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; 2022Q4: 15,013 shares; 2023Q1: 15,013 shares; 2023Q2: 15,013 shares; 2023Q3: 17,358 shares; 2023Q4: 19,319 shares; 2024Q1: 21,536 shares; 2024Q2: 21,691 shares; 2024Q3: 21,321 shares 21,321 $3.57M 0.61% -370 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 4,004 shares; 2023Q1: 4,004 shares; 2023Q2: 4,004 shares; 2023Q3: 25,850 shares; 2023Q4: 29,038 shares; 2024Q1: 33,675 shares; 2024Q2: 35,621 shares; 2024Q3: 39,331 shares 39,331 $3.47M 0.59% +3,710 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 40,169 shares; 2023Q1: 40,169 shares; 2023Q2: 40,169 shares; 2023Q3: 34,562 shares; 2023Q4: 34,885 shares; 2024Q1: 28,305 shares; 2024Q2: 42,494 shares; 2024Q3: 41,596 shares 41,596 $3.46M 0.59% -898 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; 2022Q4: 32,348 shares; 2023Q1: 32,348 shares; 2023Q2: 32,348 shares; 2023Q3: 49,259 shares; 2023Q4: 54,736 shares; 2024Q1: 63,933 shares; 2024Q2: 67,597 shares; 2024Q3: 69,057 shares 69,057 $3.43M 0.58% +1,460 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 103 shares; 2023Q1: 6,103 shares; 2023Q2: 13,103 shares; 2023Q3: 12,854 shares; 2023Q4: 13,177 shares; 2024Q1: 15,307 shares; 2024Q2: 31,221 shares; 2024Q3: 32,368 shares 32,368 $3.21M 0.54% +1,147 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 9,115 shares; 2023Q1: 9,115 shares; 2023Q2: 9,115 shares; 2023Q3: 5,577 shares; 2023Q4: 11,288 shares; 2024Q1: 11,028 shares; 2024Q2: 15,248 shares; 2024Q3: 53,007 shares 53,007 $3.17M 0.54% +37,759 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 12,312 shares; 2023Q1: 12,312 shares; 2023Q2: 12,312 shares; 2023Q3: 12,891 shares; 2023Q4: 12,479 shares; 2024Q1: 12,386 shares; 2024Q2: 12,749 shares; 2024Q3: 14,277 shares 14,277 $3.01M 0.51% +1,528 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 5,826 shares; 2023Q1: 5,826 shares; 2023Q2: 5,826 shares; 2023Q3: 6,217 shares; 2023Q4: 6,229 shares; 2024Q1: 6,936 shares; 2024Q2: 6,892 shares; 2024Q3: 7,093 shares 7,093 $2.87M 0.49% +201 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 8,699 shares; 2023Q1: 8,699 shares; 2023Q2: 8,699 shares; 2023Q3: 9,910 shares; 2023Q4: 9,898 shares; 2024Q1: 30,292 shares; 2024Q2: 32,246 shares; 2024Q3: 35,561 shares 35,561 $2.87M 0.49% +3,315 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 24,473 shares; 2023Q1: 24,473 shares; 2023Q2: 24,473 shares; 2023Q3: 19,687 shares; 2023Q4: 19,281 shares; 2024Q1: 16,296 shares; 2024Q2: 16,913 shares; 2024Q3: 17,161 shares 17,161 $2.87M 0.49% +248 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 21,197 shares; 2023Q1: 21,197 shares; 2023Q2: 19,863 shares; 2023Q3: 35,361 shares; 2023Q4: 34,893 shares; 2024Q1: 40,838 shares; 2024Q2: 41,513 shares; 2024Q3: 45,287 shares 45,287 $2.68M 0.46% +3,774 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 18,052 shares; 2023Q1: 18,052 shares; 2023Q2: 18,052 shares; 2023Q3: 23,632 shares; 2023Q4: 24,835 shares; 2024Q1: 25,861 shares; 2024Q2: 28,705 shares; 2024Q3: 31,045 shares 31,045 $2.58M 0.44% +2,340 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 9,075 shares; 2023Q1: 9,075 shares; 2023Q2: 9,075 shares; 2023Q3: 8,836 shares; 2023Q4: 13,370 shares; 2024Q1: 8,121 shares; 2024Q2: 8,484 shares; 2024Q3: 7,921 shares 7,921 $2.57M 0.44% -563 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 9,029 shares; 2023Q1: 9,029 shares; 2023Q2: 9,029 shares; 2023Q3: 7,696 shares; 2023Q4: 10,374 shares; 2024Q1: 15,277 shares; 2024Q2: 18,132 shares; 2024Q3: 21,821 shares 21,821 $2.56M 0.43% +3,689 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 12,091 shares; 2023Q1: 12,219 shares; 2023Q2: 12,219 shares; 2023Q3: 12,773 shares; 2023Q4: 13,515 shares; 2024Q1: 14,118 shares; 2024Q2: 14,332 shares; 2024Q3: 14,624 shares 14,624 $2.53M 0.43% +292 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 2,173 shares; 2023Q4: 8,785 shares; 2024Q1: 44,130 shares; 2024Q2: 69,059 shares; 2024Q3: 81,331 shares 81,331 $2.53M 0.43% +12,272 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 10,758 shares; 2023Q1: 10,758 shares; 2023Q2: 10,758 shares; 2023Q3: 11,716 shares; 2023Q4: 11,539 shares; 2024Q1: 11,764 shares; 2024Q2: 12,430 shares; 2024Q3: 12,393 shares 12,393 $2.45M 0.42% -37 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 46,396 shares; 2024Q2: 48,896 shares; 2024Q3: 48,396 shares 48,396 $2.44M 0.41% -500 Timeline SPGP 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; 2022Q4: 26,765 shares; 2023Q1: 26,765 shares; 2023Q2: 26,765 shares; 2023Q3: 24,289 shares; 2023Q4: 23,920 shares; 2024Q1: 25,886 shares; 2024Q2: 27,253 shares; 2024Q3: 22,491 shares 22,491 $2.35M 0.4% -4,762 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; 2022Q4: 12,458 shares; 2023Q1: 12,458 shares; 2023Q2: 12,458 shares; 2023Q3: 13,728 shares; 2023Q4: 14,243 shares; 2024Q1: 15,789 shares; 2024Q2: 18,437 shares; 2024Q3: 18,305 shares 18,305 $2.35M 0.4% -132 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 42,606 shares; 2023Q1: 42,606 shares; 2023Q2: 42,606 shares; 2023Q3: 46,754 shares; 2023Q4: 43,902 shares; 2024Q1: 44,388 shares; 2024Q2: 42,654 shares; 2024Q3: 42,773 shares 42,773 $2.28M 0.39% +119 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,284 shares; 2023Q1: 1,284 shares; 2023Q2: 5,284 shares; 2023Q3: 3,071 shares; 2023Q4: 4,816 shares; 2024Q1: 4,792 shares; 2024Q2: 4,658 shares; 2024Q3: 4,551 shares 4,551 $2.25M 0.38% -107 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 21,500 shares; 2024Q3: 43,610 shares 43,610 $2.23M 0.38% +22,110 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 8,237 shares; 2023Q1: 10,237 shares; 2023Q2: 16,237 shares; 2023Q3: 13,657 shares; 2023Q4: 15,270 shares; 2024Q1: 15,653 shares; 2024Q2: 15,507 shares; 2024Q3: 15,375 shares 15,375 $2.23M 0.38% -132 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,769 shares; 2023Q1: 1,769 shares; 2023Q2: 2,019 shares; 2023Q3: 1,937 shares; 2023Q4: 2,086 shares; 2024Q1: 2,023 shares; 2024Q2: 1,984 shares; 2024Q3: 1,950 shares 1,950 $2.17M 0.37% -34 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 845 shares; 2023Q1: 845 shares; 2023Q2: 845 shares; 2023Q3: 1,283 shares; 2023Q4: 9,873 shares; 2024Q1: 28,101 shares; 2024Q2: 28,469 shares; 2024Q3: 27,833 shares 27,833 $2.15M 0.36% -636 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 6,345 shares; 2023Q1: 6,345 shares; 2023Q2: 6,345 shares; 2023Q3: 17,431 shares; 2023Q4: 22,494 shares; 2024Q1: 35,213 shares; 2024Q2: 40,720 shares; 2024Q3: 42,115 shares 42,115 $2.13M 0.36% +1,395 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 6,412 shares; 2023Q1: 6,412 shares; 2023Q2: 6,412 shares; 2023Q3: 6,318 shares; 2023Q4: 7,916 shares; 2024Q1: 7,880 shares; 2024Q2: 7,858 shares; 2024Q3: 7,753 shares 7,753 $2.12M 0.36% -105 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 8,070 shares; 2023Q1: 8,070 shares; 2023Q2: 8,070 shares; 2023Q3: 7,922 shares; 2023Q4: 7,243 shares; 2024Q1: 35,831 shares; 2024Q2: 34,284 shares; 2024Q3: 33,765 shares 33,765 $2.1M 0.36% -519 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 12,885 shares; 2023Q1: 12,885 shares; 2023Q2: 12,885 shares; 2023Q3: 12,961 shares; 2023Q4: 11,747 shares; 2024Q1: 11,947 shares; 2024Q2: 11,910 shares; 2024Q3: 12,371 shares 12,371 $2.1M 0.36% +461 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 14,075 shares; 2023Q1: 14,075 shares; 2023Q2: 14,075 shares; 2023Q3: 19,623 shares; 2023Q4: 15,608 shares; 2024Q1: 15,682 shares; 2024Q2: 17,338 shares; 2024Q3: 23,201 shares 23,201 $2.09M 0.35% +5,863 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 35,100 shares; 2023Q1: 35,100 shares; 2023Q2: 35,100 shares; 2023Q3: 45,100 shares; 2023Q4: 45,100 shares; 2024Q1: 42,720 shares; 2024Q2: 42,720 shares; 2024Q3: 40,709 shares 40,709 $2.05M 0.35% -2,011 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 9,633 shares; 2023Q1: 12,133 shares; 2023Q2: 12,133 shares; 2023Q3: 10,883 shares; 2023Q4: 11,622 shares; 2024Q1: 10,173 shares; 2024Q2: 11,163 shares; 2024Q3: 13,590 shares 13,590 $2M 0.34% +2,427 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 76,451 shares; 2023Q1: 76,451 shares; 2023Q2: 76,451 shares; 2023Q3: 28,718 shares; 2023Q4: 19,473 shares; 2024Q1: 21,653 shares; 2024Q2: 21,183 shares; 2024Q3: 38,536 shares 38,536 $1.96M 0.33% +17,353 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 654 shares; 2023Q1: 654 shares; 2023Q2: 654 shares; 2023Q3: 12,936 shares; 2023Q4: 14,561 shares; 2024Q1: 29,277 shares; 2024Q2: 43,158 shares; 2024Q3: 45,951 shares 45,951 $1.93M 0.33% +2,793 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 4,310 shares; 2023Q1: 4,310 shares; 2023Q2: 4,310 shares; 2023Q3: 4,277 shares; 2023Q4: 4,378 shares; 2024Q1: 5,060 shares; 2024Q2: 4,822 shares; 2024Q3: 4,907 shares 4,907 $1.92M 0.33% +85 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; 2022Q4: 1,161 shares; 2023Q1: 1,161 shares; 2023Q2: 1,161 shares; 2023Q3: 5,804 shares; 2023Q4: 6,001 shares; 2024Q1: 16,117 shares; 2024Q2: 21,308 shares; 2024Q3: 20,843 shares 20,843 $1.91M 0.32% -465 Timeline BHF BRIGHTHOUSE FINL INC More: the full row for BRIGHTHOUSE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 45,979 shares; 2023Q1: 45,979 shares; 2023Q2: 45,979 shares; 2023Q3: 29,793 shares; 2023Q4: 31,390 shares; 2024Q1: 34,287 shares; 2024Q2: 31,931 shares; 2024Q3: 41,317 shares 41,317 $1.87M 0.32% +9,386 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 17,338 shares; 2023Q1: 16,338 shares; 2023Q2: 16,338 shares; 2023Q3: 13,931 shares; 2023Q4: 12,628 shares; 2024Q1: 11,571 shares; 2024Q2: 10,466 shares; 2024Q3: 10,252 shares 10,252 $1.85M 0.31% -214 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,294 shares; 2023Q1: 1,294 shares; 2023Q2: 1,293 shares; 2023Q3: 5,672 shares; 2023Q4: 8,853 shares; 2024Q1: 9,282 shares; 2024Q2: 12,583 shares; 2024Q3: 11,742 shares 11,742 $1.85M 0.31% -841 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 36,199 shares; 2023Q1: 36,199 shares; 2023Q2: 36,199 shares; 2023Q3: 46,893 shares; 2023Q4: 38,512 shares; 2024Q1: 38,575 shares; 2024Q2: 38,562 shares; 2024Q3: 41,149 shares 41,149 $1.85M 0.31% +2,587 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 5,650 shares; 2023Q1: 5,650 shares; 2023Q2: 5,650 shares; 2023Q3: 9,429 shares; 2023Q4: 9,052 shares; 2024Q1: 10,559 shares; 2024Q2: 10,702 shares; 2024Q3: 11,164 shares 11,164 $1.84M 0.31% +462 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 22,109 shares; 2023Q1: 22,109 shares; 2023Q2: 22,109 shares; 2023Q3: 21,831 shares; 2023Q4: 33,825 shares; 2024Q1: 31,496 shares; 2024Q2: 22,414 shares; 2024Q3: 25,375 shares 25,375 $1.82M 0.31% +2,961 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; 2022Q4: 5,110 shares; 2023Q1: 5,110 shares; 2023Q2: 5,110 shares; 2023Q3: 9,509 shares; 2023Q4: 9,473 shares; 2024Q1: 4,060 shares; 2024Q2: 3,994 shares; 2024Q3: 7,469 shares 7,469 $1.82M 0.31% +3,475 Timeline RDIV 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; 2022Q4: 5,126 shares; 2023Q1: 5,126 shares; 2023Q2: 5,126 shares; 2023Q3: 16,238 shares; 2023Q4: 18,617 shares; 2024Q1: 30,466 shares; 2024Q2: 38,330 shares; 2024Q3: 35,714 shares 35,714 $1.78M 0.3% -2,616 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 7,554 shares; 2024Q2: 21,967 shares; 2024Q3: 32,391 shares 32,391 $1.77M 0.3% +10,424 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; 2022Q4: 11,901 shares; 2023Q1: 11,901 shares; 2023Q2: 11,901 shares; 2023Q3: 13,286 shares; 2023Q4: 12,732 shares; 2024Q1: 12,996 shares; 2024Q2: 21,188 shares; 2024Q3: 20,883 shares 20,883 $1.77M 0.3% -305 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,906 shares; 2023Q1: 1,906 shares; 2023Q2: 1,906 shares; 2023Q3: 4,806 shares; 2023Q4: 5,342 shares; 2024Q1: 5,342 shares; 2024Q2: 5,342 shares; 2024Q3: 12,441 shares 12,441 $1.74M 0.29% +7,099 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 5,408 shares; 2023Q1: 5,408 shares; 2023Q2: 5,408 shares; 2023Q3: 15,552 shares; 2023Q4: 13,273 shares; 2024Q1: 14,753 shares; 2024Q2: 15,987 shares; 2024Q3: 34,372 shares 34,372 $1.73M 0.29% +18,385 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,801 shares; 2023Q1: 1,801 shares; 2023Q2: 1,801 shares; 2023Q3: 1,721 shares; 2023Q4: 1,686 shares; 2024Q1: 2,007 shares; 2024Q2: 1,909 shares; 2024Q3: 1,918 shares 1,918 $1.7M 0.29% +9 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 46,645 shares; 2023Q1: 46,645 shares; 2023Q2: 38,782 shares; 2023Q3: 33,709 shares; 2023Q4: 30,946 shares; 2024Q1: 27,925 shares; 2024Q2: 25,828 shares; 2024Q3: 25,304 shares 25,304 $1.65M 0.28% -524 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 9,600 shares; 2023Q1: 9,600 shares; 2023Q2: 9,600 shares; 2023Q3: 7,873 shares; 2023Q4: 7,041 shares; 2024Q1: 8,562 shares; 2024Q2: 8,864 shares; 2024Q3: 9,445 shares 9,445 $1.53M 0.26% +581 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 10,628 shares; 2023Q1: 10,628 shares; 2023Q2: 10,628 shares; 2023Q3: 8,053 shares; 2023Q4: 8,381 shares; 2024Q1: 6,871 shares; 2024Q2: 7,154 shares; 2024Q3: 7,602 shares 7,602 $1.51M 0.26% +448 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 408 shares; 2024Q1: 12,260 shares; 2024Q2: 16,578 shares; 2024Q3: 27,443 shares 27,443 $1.5M 0.25% +10,865 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; 2022Q4: 1,808 shares; 2023Q1: 1,808 shares; 2023Q2: 1,808 shares; 2023Q3: 1,042 shares; 2023Q4: 1,305 shares; 2024Q1: 1,088 shares; 2024Q2: 1,178 shares; 2024Q3: 1,686 shares 1,686 $1.5M 0.25% +508 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 45,999 shares; 2023Q1: 45,999 shares; 2023Q2: 45,999 shares; 2023Q3: 49,082 shares; 2023Q4: 46,522 shares; 2024Q1: 52,086 shares; 2024Q2: 40,732 shares; 2024Q3: 33,770 shares 33,770 $1.44M 0.25% -6,962 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; 2022Q4: 1,032 shares; 2023Q1: 1,032 shares; 2023Q2: 1,032 shares; 2023Q3: 1,072 shares; 2023Q4: 2,488 shares; 2024Q1: 2,488 shares; 2024Q2: 2,626 shares; 2024Q3: 2,734 shares 2,734 $1.44M 0.24% +108 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 51,554 shares; 2023Q1: 51,554 shares; 2023Q2: 51,554 shares; 2023Q3: 51,026 shares; 2023Q4: 49,459 shares; 2024Q1: 48,090 shares; 2024Q2: 51,315 shares; 2024Q3: 58,249 shares 58,249 $1.42M 0.24% +6,934 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 10,574 shares; 2023Q1: 10,574 shares; 2023Q2: 10,574 shares; 2023Q3: 7,883 shares; 2023Q4: 7,862 shares; 2024Q1: 7,852 shares; 2024Q2: 7,942 shares; 2024Q3: 8,131 shares 8,131 $1.42M 0.24% +189 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,471 shares; 2023Q1: 3,471 shares; 2023Q2: 3,471 shares; 2023Q3: 3,069 shares; 2023Q4: 2,975 shares; 2024Q1: 3,018 shares; 2024Q2: 2,484 shares; 2024Q3: 2,411 shares 2,411 $1.41M 0.24% -73 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 9,788 shares; 2023Q1: 9,788 shares; 2023Q2: 9,788 shares; 2023Q3: 11,363 shares; 2023Q4: 11,369 shares; 2024Q1: 13,732 shares; 2024Q2: 15,680 shares; 2024Q3: 14,678 shares 14,678 $1.41M 0.24% -1,002 Timeline BERRY GLOBAL GROUP INC BERRY GLOBAL GROUP INC More: the full row for BERRY GLOBAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 32,555 shares; 2023Q1: 32,555 shares; 2023Q2: 32,555 shares; 2023Q3: 27,712 shares; 2023Q4: 24,743 shares; 2024Q1: 22,360 shares; 2024Q2: 21,101 shares; 2024Q3: 20,597 shares 20,597 $1.4M 0.24% -504 AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 11,980 shares; 2023Q1: 11,980 shares; 2023Q2: 11,980 shares; 2023Q3: 13,943 shares; 2023Q4: 14,381 shares; 2024Q1: 17,337 shares; 2024Q2: 17,144 shares; 2024Q3: 17,385 shares 17,385 $1.37M 0.23% +241 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 9,809 shares; 2023Q1: 9,809 shares; 2023Q2: 9,809 shares; 2023Q3: 10,934 shares; 2023Q4: 11,533 shares; 2024Q1: 12,139 shares; 2024Q2: 11,168 shares; 2024Q3: 11,272 shares 11,272 $1.37M 0.23% +104 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,713 shares; 2023Q1: 1,713 shares; 2023Q2: 1,713 shares; 2023Q3: 1,514 shares; 2023Q4: 1,447 shares; 2024Q1: 1,429 shares; 2024Q2: 1,373 shares; 2024Q3: 1,304 shares 1,304 $1.35M 0.23% -69 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 4,122 shares; 2023Q1: 4,122 shares; 2023Q2: 4,122 shares; 2023Q3: 4,441 shares; 2023Q4: 4,363 shares; 2024Q1: 5,190 shares; 2024Q2: 5,191 shares; 2024Q3: 4,979 shares 4,979 $1.35M 0.23% -212 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 5,544 shares; 2023Q4: 21,461 shares; 2024Q1: 21,938 shares; 2024Q2: 22,568 shares; 2024Q3: 23,668 shares 23,668 $1.34M 0.23% +1,100 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,099 shares; 2023Q1: 2,099 shares; 2023Q2: 2,099 shares; 2023Q3: 7,389 shares; 2023Q4: 5,211 shares; 2024Q1: 6,316 shares; 2024Q2: 6,071 shares; 2024Q3: 6,058 shares 6,058 $1.34M 0.23% -13 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 15,600 shares; 2023Q1: 15,600 shares; 2023Q2: 15,600 shares; 2023Q3: 18,358 shares; 2023Q4: 17,635 shares; 2024Q1: 17,759 shares; 2024Q2: 17,882 shares; 2024Q3: 17,851 shares 17,851 $1.31M 0.22% -31 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 5,695 shares; 2023Q1: 3,695 shares; 2023Q2: 3,695 shares; 2023Q3: 5,277 shares; 2023Q4: 2,852 shares; 2024Q1: 2,222 shares; 2024Q2: 2,222 shares; 2024Q3: 2,252 shares 2,252 $1.29M 0.22% +30 Timeline OLN OLIN CORP More: the full row for OLIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 5,000 shares; 2023Q2: 5,000 shares; 2023Q3: 37,569 shares; 2023Q4: 30,783 shares; 2024Q1: 30,839 shares; 2024Q2: 29,006 shares; 2024Q3: 27,775 shares 27,775 $1.29M 0.22% -1,231 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 9,370 shares; 2023Q1: 9,370 shares; 2023Q2: 9,370 shares; 2023Q3: 9,639 shares; 2023Q4: 8,599 shares; 2024Q1: 8,571 shares; 2024Q2: 8,763 shares; 2024Q3: 9,390 shares 9,390 $1.27M 0.22% +627 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 7,802 shares; 2023Q1: 7,802 shares; 2023Q2: 7,802 shares; 2023Q3: 8,690 shares; 2023Q4: 7,638 shares; 2024Q1: 7,562 shares; 2024Q2: 7,508 shares; 2024Q3: 6,353 shares 6,353 $1.21M 0.21% -1,155 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 18,708 shares; 2023Q1: 18,708 shares; 2023Q2: 18,708 shares; 2023Q3: 18,373 shares; 2023Q4: 18,373 shares; 2024Q1: 21,505 shares; 2024Q2: 23,330 shares; 2024Q3: 22,686 shares 22,686 $1.19M 0.2% -644 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 26,660 shares; 2023Q1: 26,660 shares; 2023Q2: 26,660 shares; 2023Q3: 26,660 shares; 2023Q4: 26,660 shares; 2024Q1: 26,660 shares; 2024Q2: 26,660 shares; 2024Q3: 26,660 shares 26,660 $1.19M 0.2% 0 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 14,764 shares; 2024Q1: 14,432 shares; 2024Q2: 14,069 shares; 2024Q3: 13,463 shares 13,463 $1.19M 0.2% -606 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 5,003 shares; 2023Q1: 5,003 shares; 2023Q2: 5,003 shares; 2023Q3: 5,367 shares; 2023Q4: 5,497 shares; 2024Q1: 6,159 shares; 2024Q2: 6,045 shares; 2024Q3: 6,866 shares 6,866 $1.17M 0.2% +821 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 27,928 shares; 2023Q1: 27,928 shares; 2023Q2: 27,928 shares; 2023Q3: 25,999 shares; 2023Q4: 23,197 shares; 2024Q1: 27,414 shares; 2024Q2: 26,351 shares; 2024Q3: 28,575 shares 28,575 $1.13M 0.19% +2,224 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; 2022Q4: 52,402 shares; 2023Q1: 52,402 shares; 2023Q2: 52,402 shares; 2023Q3: 55,116 shares; 2023Q4: 28,192 shares; 2024Q1: 27,090 shares; 2024Q2: 20,366 shares; 2024Q3: 21,309 shares 21,309 $1.1M 0.19% +943 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 20,336 shares; 2023Q1: 20,336 shares; 2023Q2: 20,336 shares; 2023Q3: 41,214 shares; 2023Q4: 52,395 shares; 2024Q1: 55,759 shares; 2024Q2: 50,478 shares; 2024Q3: 45,287 shares 45,287 $1.06M 0.18% -5,191 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 8,749 shares; 2023Q1: 8,749 shares; 2023Q2: 8,749 shares; 2023Q3: 9,718 shares; 2023Q4: 17,338 shares; 2024Q1: 24,053 shares; 2024Q2: 21,507 shares; 2024Q3: 25,890 shares 25,890 $1.05M 0.18% +4,383 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 14,766 shares; 2023Q1: 14,766 shares; 2023Q2: 14,766 shares; 2023Q3: 14,766 shares; 2023Q4: 14,766 shares; 2024Q1: 8,785 shares; 2024Q2: 8,785 shares; 2024Q3: 8,785 shares 8,785 $1.05M 0.18% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 9,245 shares; 2023Q1: 9,245 shares; 2023Q2: 9,245 shares; 2023Q3: 8,404 shares; 2023Q4: 8,741 shares; 2024Q1: 8,743 shares; 2024Q2: 8,743 shares; 2024Q3: 8,862 shares 8,862 $1.04M 0.18% +119 Timeline EPRF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 51,580 shares; 2023Q1: 51,580 shares; 2023Q2: 51,580 shares; 2023Q3: 51,580 shares; 2023Q4: 51,580 shares; 2024Q1: 52,871 shares; 2024Q2: 52,871 shares; 2024Q3: 52,871 shares 52,871 $1.04M 0.18% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,693 shares; 2023Q1: 3,693 shares; 2023Q2: 3,693 shares; 2023Q3: 3,080 shares; 2023Q4: 3,032 shares; 2024Q1: 3,030 shares; 2024Q2: 3,104 shares; 2024Q3: 2,601 shares 2,601 $999K 0.17% -503 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 29,086 shares; 2023Q1: 29,086 shares; 2023Q2: 29,086 shares; 2023Q3: 25,260 shares; 2023Q4: 22,243 shares; 2024Q1: 28,512 shares; 2024Q2: 26,500 shares; 2024Q3: 20,914 shares 20,914 $985K 0.17% -5,586 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,763 shares; 2023Q1: 1,763 shares; 2023Q2: 1,763 shares; 2023Q3: 1,772 shares; 2023Q4: 1,784 shares; 2024Q1: 1,648 shares; 2024Q2: 1,641 shares; 2024Q3: 1,642 shares 1,642 $960K 0.16% +1 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 93,901 shares; 2023Q1: 93,901 shares; 2023Q2: 93,901 shares; 2023Q3: 92,801 shares; 2023Q4: 95,871 shares; 2024Q1: 54,468 shares; 2024Q2: 54,621 shares; 2024Q3: 40,660 shares 40,660 $949K 0.16% -13,961 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 30,881 shares; 2023Q1: 30,881 shares; 2023Q2: 30,881 shares; 2023Q3: 27,616 shares; 2023Q4: 23,062 shares; 2024Q1: 21,006 shares; 2024Q2: 31,002 shares; 2024Q3: 32,415 shares 32,415 $938K 0.16% +1,413 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 21,726 shares; 2023Q1: 21,726 shares; 2023Q2: 21,726 shares; 2023Q3: 23,954 shares; 2023Q4: 19,263 shares; 2024Q1: 20,276 shares; 2024Q2: 20,281 shares; 2024Q3: 20,315 shares 20,315 $917K 0.16% +34 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,512 shares; 2023Q1: 1,512 shares; 2023Q2: 1,512 shares; 2023Q3: 9,318 shares; 2023Q4: 9,318 shares; 2024Q1: 9,318 shares; 2024Q2: 9,624 shares; 2024Q3: 9,014 shares 9,014 $913K 0.15% -610 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 7,232 shares; 2023Q1: 7,232 shares; 2023Q2: 7,232 shares; 2023Q3: 8,039 shares; 2023Q4: 8,287 shares; 2024Q1: 7,663 shares; 2024Q2: 7,755 shares; 2024Q3: 7,592 shares 7,592 $892K 0.15% -163 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,697 shares; 2023Q1: 3,697 shares; 2023Q2: 3,697 shares; 2023Q3: 3,165 shares; 2023Q4: 3,366 shares; 2024Q1: 3,072 shares; 2024Q2: 3,157 shares; 2024Q3: 3,793 shares 3,793 $888K 0.15% +636 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 9,362 shares; 2023Q1: 9,362 shares; 2023Q2: 9,362 shares; 2023Q3: 8,432 shares; 2023Q4: 7,447 shares; 2024Q1: 9,282 shares; 2024Q2: 12,315 shares; 2024Q3: 12,196 shares 12,196 $886K 0.15% -119 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; 2022Q4: 12,673 shares; 2023Q1: 12,673 shares; 2023Q2: 12,673 shares; 2023Q3: 9,229 shares; 2023Q4: 8,563 shares; 2024Q1: 8,623 shares; 2024Q2: 10,696 shares; 2024Q3: 11,200 shares 11,200 $873K 0.15% +504 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 11,783 shares; 2023Q1: 4,283 shares; 2023Q2: 4,283 shares; 2023Q3: 433 shares; 2023Q4: 2,373 shares; 2024Q1: 332 shares; 2024Q2: 593 shares; 2024Q3: 3,937 shares 3,937 $870K 0.15% +3,344 Timeline MARATHON OIL CORP MARATHON OIL CORP More: the full row for MARATHON OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 5,092 shares; 2023Q1: 5,092 shares; 2023Q2: 5,092 shares; 2023Q3: 34,927 shares; 2023Q4: 36,658 shares; 2024Q1: 36,566 shares; 2024Q2: 33,824 shares; 2024Q3: 32,054 shares 32,054 $854K 0.14% -1,770 EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 7,799 shares; 2023Q1: 7,799 shares; 2023Q2: 7,799 shares; 2023Q3: 18,553 shares; 2023Q4: 17,733 shares; 2024Q1: 17,709 shares; 2024Q2: 20,157 shares; 2024Q3: 19,990 shares 19,990 $840K 0.14% -167 Timeline GLO CLOUGH GLOBAL OPPORTUNITIES More: the full row for CLOUGH GLOBAL OPPORTUNITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 57,776 shares; 2024Q1: 109,241 shares; 2024Q2: 142,188 shares; 2024Q3: 151,965 shares 151,965 $828K 0.14% +9,777 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 5,522 shares; 2023Q4: 7,951 shares; 2024Q1: 8,475 shares; 2024Q2: 8,872 shares; 2024Q3: 8,576 shares 8,576 $822K 0.14% -296 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; 2022Q4: 5,345 shares; 2023Q1: 5,345 shares; 2023Q2: 5,345 shares; 2023Q3: 3,536 shares; 2023Q4: 3,510 shares; 2024Q1: 3,520 shares; 2024Q2: 3,542 shares; 2024Q3: 2,842 shares 2,842 $805K 0.14% -700 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 41,818 shares; 2023Q1: 41,818 shares; 2023Q2: 41,818 shares; 2023Q3: 7,491 shares; 2023Q4: 6,622 shares; 2024Q1: 6,877 shares; 2024Q2: 7,237 shares; 2024Q3: 7,148 shares 7,148 $790K 0.13% -89 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,891 shares; 2023Q1: 1,891 shares; 2023Q2: 1,891 shares; 2023Q3: 1,863 shares; 2023Q4: 1,974 shares; 2024Q1: 2,146 shares; 2024Q2: 1,871 shares; 2024Q3: 1,706 shares 1,706 $785K 0.13% -165 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 7,242 shares; 2023Q1: 7,242 shares; 2023Q2: 7,242 shares; 2023Q3: 5,778 shares; 2023Q4: 5,550 shares; 2024Q1: 4,608 shares; 2024Q2: 6,337 shares; 2024Q3: 7,781 shares 7,781 $783K 0.13% +1,444 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; 2022Q4: 2,787 shares; 2023Q1: 2,787 shares; 2023Q2: 2,787 shares; 2023Q3: 2,925 shares; 2023Q4: 2,924 shares; 2024Q1: 2,959 shares; 2024Q2: 1,964 shares; 2024Q3: 2,237 shares 2,237 $775K 0.13% +273 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 24,195 shares; 2023Q1: 24,195 shares; 2023Q2: 24,195 shares; 2023Q3: 19,484 shares; 2023Q4: 19,604 shares; 2024Q1: 14,730 shares; 2024Q2: 14,610 shares; 2024Q3: 12,220 shares 12,220 $766K 0.13% -2,390 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; 2022Q4: 30,063 shares; 2023Q1: 30,063 shares; 2023Q2: 30,063 shares; 2023Q3: 7,581 shares; 2023Q4: 7,565 shares; 2024Q1: 6,395 shares; 2024Q2: 6,395 shares; 2024Q3: 6,395 shares 6,395 $765K 0.13% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 60,103 shares; 2023Q1: 60,103 shares; 2023Q2: 60,103 shares; 2023Q3: 51,721 shares; 2023Q4: 15,396 shares; 2024Q1: 8,698 shares; 2024Q2: 7,111 shares; 2024Q3: 6,735 shares 6,735 $761K 0.13% -376 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 11,465 shares; 2023Q1: 11,465 shares; 2023Q2: 11,465 shares; 2023Q3: 8,264 shares; 2023Q4: 8,693 shares; 2024Q1: 9,712 shares; 2024Q2: 7,492 shares; 2024Q3: 6,490 shares 6,490 $737K 0.13% -1,002 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,908 shares; 2023Q1: 3,908 shares; 2023Q2: 3,908 shares; 2023Q3: 3,135 shares; 2023Q4: 2,636 shares; 2024Q1: 2,619 shares; 2024Q2: 2,614 shares; 2024Q3: 2,566 shares 2,566 $729K 0.12% -48 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,117 shares; 2024Q3: 14,193 shares 14,193 $728K 0.12% +13,076 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 807 shares; 2023Q1: 807 shares; 2023Q2: 2,627 shares; 2023Q3: 5,319 shares; 2023Q4: 7,095 shares; 2024Q1: 6,574 shares; 2024Q2: 6,555 shares; 2024Q3: 3,123 shares 3,123 $722K 0.12% -3,432 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 20,393 shares; 2023Q1: 20,393 shares; 2023Q2: 20,393 shares; 2023Q3: 18,968 shares; 2023Q4: 19,059 shares; 2024Q1: 19,961 shares; 2024Q2: 21,231 shares; 2024Q3: 21,440 shares 21,440 $712K 0.12% +209 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,147 shares; 2023Q1: 2,147 shares; 2023Q2: 2,147 shares; 2023Q3: 1,994 shares; 2023Q4: 2,193 shares; 2024Q1: 2,526 shares; 2024Q2: 2,651 shares; 2024Q3: 2,625 shares 2,625 $712K 0.12% -26 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 18,841 shares; 2023Q1: 18,841 shares; 2023Q2: 18,841 shares; 2023Q3: 19,580 shares; 2023Q4: 8,393 shares; 2024Q1: 8,028 shares; 2024Q2: 7,716 shares; 2024Q3: 7,207 shares 7,207 $712K 0.12% -509 Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 2,850 shares; 2023Q4: 6,400 shares; 2024Q1: 6,400 shares; 2024Q2: 6,400 shares; 2024Q3: 16,650 shares 16,650 $689K 0.12% +10,250 Timeline INTERPUBLIC GROUP COS INTERPUBLIC GROUP COS More: the full row for INTERPUBLIC GROUP COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 23,459 shares; 2023Q1: 23,459 shares; 2023Q2: 23,459 shares; 2023Q3: 26,024 shares; 2023Q4: 22,809 shares; 2024Q1: 23,648 shares; 2024Q2: 23,370 shares; 2024Q3: 21,430 shares 21,430 $678K 0.11% -1,940 V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,742 shares; 2023Q1: 2,742 shares; 2023Q2: 2,742 shares; 2023Q3: 2,303 shares; 2023Q4: 2,569 shares; 2024Q1: 2,233 shares; 2024Q2: 2,352 shares; 2024Q3: 2,462 shares 2,462 $677K 0.11% +110 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 13,402 shares; 2023Q1: 13,402 shares; 2023Q2: 13,402 shares; 2023Q3: 25,668 shares; 2023Q4: 25,853 shares; 2024Q1: 22,856 shares; 2024Q2: 26,219 shares; 2024Q3: 26,102 shares 26,102 $666K 0.11% -117 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 9,741 shares; 2023Q1: 9,741 shares; 2023Q2: 9,741 shares; 2023Q3: 8,511 shares; 2023Q4: 8,960 shares; 2024Q1: 7,220 shares; 2024Q2: 7,311 shares; 2024Q3: 7,831 shares 7,831 $655K 0.11% +520 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 18,063 shares; 2023Q1: 18,063 shares; 2023Q2: 18,063 shares; 2023Q3: 13,863 shares; 2023Q4: 13,863 shares; 2024Q1: 12,963 shares; 2024Q2: 12,963 shares; 2024Q3: 22,637 shares 22,637 $643K 0.11% +9,674 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 5,478 shares; 2023Q1: 5,478 shares; 2023Q2: 5,478 shares; 2023Q3: 5,246 shares; 2023Q4: 5,219 shares; 2024Q1: 4,043 shares; 2024Q2: 4,714 shares; 2024Q3: 4,724 shares 4,724 $638K 0.11% +10 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 5,772 shares; 2023Q1: 5,772 shares; 2023Q2: 5,772 shares; 2023Q3: 6,058 shares; 2023Q4: 6,060 shares; 2024Q1: 5,768 shares; 2024Q2: 5,901 shares; 2024Q3: 6,060 shares 6,060 $638K 0.11% +159 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,318 shares; 2023Q1: 1,318 shares; 2023Q2: 1,318 shares; 2023Q3: 1,444 shares; 2023Q4: 1,481 shares; 2024Q1: 1,849 shares; 2024Q2: 1,937 shares; 2024Q3: 1,912 shares 1,912 $634K 0.11% -25 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 9,594 shares; 2024Q2: 18,278 shares; 2024Q3: 17,267 shares 17,267 $628K 0.11% -1,011 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; 2022Q4: 7,908 shares; 2023Q1: 9,908 shares; 2023Q2: 10,908 shares; 2023Q3: 6,695 shares; 2023Q4: 6,121 shares; 2024Q1: 10,264 shares; 2024Q2: 10,391 shares; 2024Q3: 9,663 shares 9,663 $627K 0.11% -728 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,668 shares; 2023Q1: 1,757 shares; 2023Q2: 1,757 shares; 2023Q3: 1,534 shares; 2023Q4: 1,603 shares; 2024Q1: 2,003 shares; 2024Q2: 2,107 shares; 2024Q3: 2,519 shares 2,519 $626K 0.11% +412 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 23,333 shares; 2023Q1: 23,333 shares; 2023Q2: 23,333 shares; 2023Q3: 30,455 shares; 2023Q4: 29,639 shares; 2024Q1: 24,200 shares; 2024Q2: 14,471 shares; 2024Q3: 14,972 shares 14,972 $625K 0.11% +501 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; 2022Q4: 9,332 shares; 2023Q1: 9,332 shares; 2023Q2: 9,332 shares; 2023Q3: 9,329 shares; 2023Q4: 9,340 shares; 2024Q1: 9,348 shares; 2024Q2: 9,346 shares; 2024Q3: 9,364 shares 9,364 $623K 0.11% +18 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 358 shares; 2023Q1: 358 shares; 2023Q2: 358 shares; 2023Q3: 3,258 shares; 2023Q4: 358 shares; 2024Q1: 358 shares; 2024Q2: 179 shares; 2024Q3: 5,860 shares 5,860 $622K 0.11% +5,681 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 18,294 shares; 2023Q1: 18,294 shares; 2023Q2: 18,294 shares; 2023Q3: 27,984 shares; 2023Q4: 18,240 shares; 2024Q1: 19,290 shares; 2024Q2: 17,712 shares; 2024Q3: 13,681 shares 13,681 $617K 0.1% -4,031 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; 2022Q4: 17,174 shares; 2023Q1: 17,174 shares; 2023Q2: 17,174 shares; 2023Q3: 17,539 shares; 2023Q4: 16,742 shares; 2024Q1: 16,072 shares; 2024Q2: 11,610 shares; 2024Q3: 9,713 shares 9,713 $611K 0.1% -1,897 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 12,198 shares; 2023Q1: 12,198 shares; 2023Q2: 10,698 shares; 2023Q3: 9,420 shares; 2023Q4: 8,082 shares; 2024Q1: 7,886 shares; 2024Q2: 8,035 shares; 2024Q3: 7,957 shares 7,957 $599K 0.1% -78 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,633 shares; 2023Q1: 1,633 shares; 2023Q2: 1,633 shares; 2023Q3: 1,356 shares; 2023Q4: 1,790 shares; 2024Q1: 1,753 shares; 2024Q2: 1,720 shares; 2024Q3: 1,692 shares 1,692 $598K 0.1% -28 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,025 shares; 2023Q1: 3,025 shares; 2023Q2: 3,025 shares; 2023Q3: 3,046 shares; 2023Q4: 3,282 shares; 2024Q1: 2,758 shares; 2024Q2: 2,842 shares; 2024Q3: 3,616 shares 3,616 $593K 0.1% +774 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 914 shares; 2023Q1: 914 shares; 2023Q2: 914 shares; 2023Q3: 10,845 shares; 2023Q4: 11,113 shares; 2024Q1: 11,113 shares; 2024Q2: 10,911 shares; 2024Q3: 11,911 shares 11,911 $583K 0.1% +1,000 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; 2022Q4: 2,184 shares; 2023Q1: 2,184 shares; 2023Q2: 2,184 shares; 2023Q3: 2,325 shares; 2023Q4: 2,344 shares; 2024Q1: 2,477 shares; 2024Q2: 2,477 shares; 2024Q3: 2,547 shares 2,547 $575K 0.1% +70 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 24,712 shares; 2023Q1: 24,712 shares; 2023Q2: 24,712 shares; 2023Q3: 13,727 shares; 2023Q4: 11,968 shares; 2024Q1: 12,412 shares; 2024Q2: 10,845 shares; 2024Q3: 9,533 shares 9,533 $567K 0.1% -1,312 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 9,396 shares; 2023Q1: 9,396 shares; 2023Q2: 9,396 shares; 2023Q3: 11,093 shares; 2023Q4: 9,891 shares; 2024Q1: 9,738 shares; 2024Q2: 9,768 shares; 2024Q3: 10,559 shares 10,559 $564K 0.1% +791 Timeline SouthState Corp SouthState Corp More: the full row for SouthState Corp Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 11,258 shares; 2023Q1: 11,258 shares; 2023Q2: 11,258 shares; 2023Q3: 11,479 shares; 2023Q4: 11,502 shares; 2024Q1: 6,886 shares; 2024Q2: 6,809 shares; 2024Q3: 5,660 shares 5,660 $550K 0.09% -1,149 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; 2022Q4: 26,693 shares; 2023Q1: 26,693 shares; 2023Q2: 26,693 shares; 2023Q3: 26,014 shares; 2023Q4: 25,399 shares; 2024Q1: 9,608 shares; 2024Q2: 7,571 shares; 2024Q3: 10,549 shares 10,549 $538K 0.09% +2,978 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 10,420 shares; 2024Q2: 10,420 shares; 2024Q3: 10,420 shares 10,420 $529K 0.09% 0 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; 2022Q4: 3,422 shares; 2023Q1: 3,422 shares; 2023Q2: 3,422 shares; 2023Q3: 6,178 shares; 2023Q4: 6,044 shares; 2024Q1: 6,056 shares; 2024Q2: 6,172 shares; 2024Q3: 6,208 shares 6,208 $525K 0.09% +36 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 4,445 shares; 2023Q1: 4,445 shares; 2023Q2: 4,445 shares; 2023Q3: 5,406 shares; 2023Q4: 6,311 shares; 2024Q1: 8,667 shares; 2024Q2: 8,327 shares; 2024Q3: 9,045 shares 9,045 $523K 0.09% +718 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,515 shares; 2023Q1: 3,515 shares; 2023Q2: 3,515 shares; 2023Q3: 5,140 shares; 2023Q4: 4,807 shares; 2024Q1: 4,914 shares; 2024Q2: 4,907 shares; 2024Q3: 4,994 shares 4,994 $518K 0.09% +87 Timeline PWB 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,250 shares 5,250 $518K 0.09% new Timeline JBLU JETBLUE AIRWAYS CORP More: the full row for JETBLUE AIRWAYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 25,000 shares; 2024Q1: not reported; 2024Q2: 100,000 shares; 2024Q3: 100,000 shares 100,000 $508K 0.09% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,591 shares; 2023Q1: 3,591 shares; 2023Q2: 3,591 shares; 2023Q3: 3,632 shares; 2023Q4: 3,513 shares; 2024Q1: 3,984 shares; 2024Q2: 4,457 shares; 2024Q3: 4,447 shares 4,447 $507K 0.09% -10 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,430 shares; 2023Q1: 1,430 shares; 2023Q2: 1,430 shares; 2023Q3: 1,358 shares; 2023Q4: 1,147 shares; 2024Q1: 718 shares; 2024Q2: 818 shares; 2024Q3: 803 shares 803 $497K 0.08% -15 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,195 shares; 2023Q1: 1,195 shares; 2023Q2: 1,195 shares; 2023Q3: 1,232 shares; 2023Q4: 1,268 shares; 2024Q1: 1,295 shares; 2024Q2: 1,409 shares; 2024Q3: 1,614 shares 1,614 $491K 0.08% +205 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,169 shares; 2024Q2: 5,851 shares; 2024Q3: 8,833 shares 8,833 $490K 0.08% +2,982 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 826 shares; 2023Q1: 826 shares; 2023Q2: 826 shares; 2023Q3: 1,046 shares; 2023Q4: 1,135 shares; 2024Q1: 1,075 shares; 2024Q2: 987 shares; 2024Q3: 981 shares 981 $484K 0.08% -6 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; 2022Q4: 8,410 shares; 2023Q1: 8,410 shares; 2023Q2: 8,410 shares; 2023Q3: 6,641 shares; 2023Q4: 6,641 shares; 2024Q1: 6,641 shares; 2024Q2: 6,674 shares; 2024Q3: 6,740 shares 6,740 $484K 0.08% +66 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; 2022Q4: 33,771 shares; 2023Q1: 33,771 shares; 2023Q2: 33,771 shares; 2023Q3: 18,095 shares; 2023Q4: 13,550 shares; 2024Q1: 13,342 shares; 2024Q2: 14,083 shares; 2024Q3: 21,842 shares 21,842 $481K 0.08% +7,759 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 19,615 shares; 2023Q1: 19,615 shares; 2023Q2: 19,615 shares; 2023Q3: 20,309 shares; 2023Q4: 20,393 shares; 2024Q1: 4,653 shares; 2024Q2: 3,099 shares; 2024Q3: 3,865 shares 3,865 $469K 0.08% +766 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,000 shares; 2023Q1: 3,000 shares; 2023Q2: 3,000 shares; 2023Q3: 3,360 shares; 2023Q4: 3,363 shares; 2024Q1: 3,991 shares; 2024Q2: 3,377 shares; 2024Q3: 2,944 shares 2,944 $459K 0.08% -433 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 19,144 shares; 2023Q1: 19,144 shares; 2023Q2: 19,144 shares; 2023Q3: 19,001 shares; 2023Q4: 19,501 shares; 2024Q1: 20,201 shares; 2024Q2: 20,201 shares; 2024Q3: 28,453 shares 28,453 $457K 0.08% +8,252 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 25,346 shares; 2023Q1: 25,346 shares; 2023Q2: 25,346 shares; 2023Q3: 23,113 shares; 2023Q4: 22,384 shares; 2024Q1: 13,318 shares; 2024Q2: 13,327 shares; 2024Q3: 13,138 shares 13,138 $453K 0.08% -189 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 51 shares; 2023Q1: 51 shares; 2023Q2: 51 shares; 2023Q3: 31 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,000 shares 2,000 $449K 0.08% new Timeline DSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 10,975 shares; 2023Q4: 10,975 shares; 2024Q1: 10,975 shares; 2024Q2: 10,975 shares; 2024Q3: 10,975 shares 10,975 $440K 0.07% 0 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 46,686 shares; 2023Q1: 46,686 shares; 2023Q2: 46,686 shares; 2023Q3: 39,540 shares; 2023Q4: 37,318 shares; 2024Q1: 29,092 shares; 2024Q2: 18,449 shares; 2024Q3: 14,456 shares 14,456 $437K 0.07% -3,993 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; 2022Q4: 666 shares; 2023Q1: 666 shares; 2023Q2: 666 shares; 2023Q3: 666 shares; 2023Q4: 666 shares; 2024Q1: 2,436 shares; 2024Q2: 2,396 shares; 2024Q3: 2,396 shares 2,396 $429K 0.07% 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; 2022Q4: 1,397 shares; 2023Q1: 1,397 shares; 2023Q2: 1,397 shares; 2023Q3: 1,579 shares; 2023Q4: 1,579 shares; 2024Q1: 2,597 shares; 2024Q2: 4,166 shares; 2024Q3: 4,085 shares 4,085 $425K 0.07% -81 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 4,364 shares; 2023Q1: 4,364 shares; 2023Q2: 4,364 shares; 2023Q3: 8,551 shares; 2023Q4: 9,410 shares; 2024Q1: 9,017 shares; 2024Q2: 8,437 shares; 2024Q3: 9,160 shares 9,160 $418K 0.07% +723 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,371 shares; 2024Q1: 2,915 shares; 2024Q2: 10,577 shares; 2024Q3: 8,877 shares 8,877 $413K 0.07% -1,700 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 605 shares; 2023Q1: 605 shares; 2023Q2: 605 shares; 2023Q3: 777 shares; 2023Q4: 868 shares; 2024Q1: 768 shares; 2024Q2: 869 shares; 2024Q3: 777 shares 777 $410K 0.07% -92 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,795 shares; 2023Q1: 2,795 shares; 2023Q2: 2,795 shares; 2023Q3: 418 shares; 2023Q4: 1,279 shares; 2024Q1: 1,178 shares; 2024Q2: 503 shares; 2024Q3: 813 shares 813 $397K 0.07% +310 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,570 shares; 2023Q1: 2,570 shares; 2023Q2: 2,570 shares; 2023Q3: 2,510 shares; 2023Q4: 2,506 shares; 2024Q1: 2,402 shares; 2024Q2: 2,369 shares; 2024Q3: 2,378 shares 2,378 $397K 0.07% +9 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 7,783 shares; 2023Q1: 7,783 shares; 2023Q2: 7,783 shares; 2023Q3: 7,783 shares; 2023Q4: 7,783 shares; 2024Q1: 7,783 shares; 2024Q2: 7,783 shares; 2024Q3: 7,783 shares 7,783 $393K 0.07% 0 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,000 shares; 2024Q2: 5,000 shares; 2024Q3: 5,000 shares 5,000 $392K 0.07% 0 Timeline VRP 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; 2022Q4: 56,143 shares; 2023Q1: 56,143 shares; 2023Q2: 56,143 shares; 2023Q3: 36,694 shares; 2023Q4: 32,766 shares; 2024Q1: 15,959 shares; 2024Q2: 15,959 shares; 2024Q3: 15,959 shares 15,959 $390K 0.07% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 633 shares; 2023Q1: 633 shares; 2023Q2: 633 shares; 2023Q3: 641 shares; 2023Q4: 609 shares; 2024Q1: 708 shares; 2024Q2: 753 shares; 2024Q3: 751 shares 751 $389K 0.07% -2 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 27,944 shares; 2023Q1: 27,944 shares; 2023Q2: 27,944 shares; 2023Q3: 67,064 shares; 2023Q4: 41,776 shares; 2024Q1: 41,642 shares; 2024Q2: 36,383 shares; 2024Q3: 36,691 shares 36,691 $387K 0.07% +308 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 3,223 shares; 2023Q4: 3,167 shares; 2024Q1: 2,802 shares; 2024Q2: 2,594 shares; 2024Q3: 2,160 shares 2,160 $387K 0.07% -434 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; 2022Q4: 1,198 shares; 2023Q1: 1,198 shares; 2023Q2: 1,198 shares; 2023Q3: 730 shares; 2023Q4: 593 shares; 2024Q1: 593 shares; 2024Q2: 598 shares; 2024Q3: 655 shares 655 $384K 0.07% +57 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 10,208 shares; 2024Q2: 9,256 shares; 2024Q3: 7,707 shares 7,707 $381K 0.06% -1,549 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,031 shares; 2023Q1: 1,031 shares; 2023Q2: 1,031 shares; 2023Q3: 1,377 shares; 2023Q4: 1,378 shares; 2024Q1: 1,379 shares; 2024Q2: 1,346 shares; 2024Q3: 1,409 shares 1,409 $378K 0.06% +63 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 4,578 shares; 2023Q1: 4,578 shares; 2023Q2: 4,578 shares; 2023Q3: 3,985 shares; 2023Q4: 3,975 shares; 2024Q1: 5,756 shares; 2024Q2: 3,962 shares; 2024Q3: 3,921 shares 3,921 $377K 0.06% -41 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 445 shares; 2023Q1: 445 shares; 2023Q2: 445 shares; 2023Q3: 362 shares; 2023Q4: 502 shares; 2024Q1: 647 shares; 2024Q2: 615 shares; 2024Q3: 604 shares 604 $375K 0.06% -11 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 103 shares; 2023Q1: 103 shares; 2023Q2: 2 shares; 2023Q3: 72 shares; 2023Q4: 82 shares; 2024Q1: 82 shares; 2024Q2: 88 shares; 2024Q3: 87 shares 87 $366K 0.06% -1 Timeline LDSF FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 8,892 shares; 2023Q1: 8,892 shares; 2023Q2: 8,892 shares; 2023Q3: 8,892 shares; 2023Q4: 8,892 shares; 2024Q1: 4,446 shares; 2024Q2: 19,046 shares; 2024Q3: 19,046 shares 19,046 $365K 0.06% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 589 shares; 2023Q1: 589 shares; 2023Q2: 589 shares; 2023Q3: 587 shares; 2023Q4: 703 shares; 2024Q1: 703 shares; 2024Q2: 736 shares; 2024Q3: 736 shares 736 $364K 0.06% 0 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 207 shares; 2023Q1: 207 shares; 2023Q2: 207 shares; 2023Q3: 207 shares; 2023Q4: 207 shares; 2024Q1: 207 shares; 2024Q2: 7,287 shares; 2024Q3: 6,128 shares 6,128 $363K 0.06% -1,159 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,857 shares; 2023Q1: 2,857 shares; 2023Q2: 2,857 shares; 2023Q3: 4,198 shares; 2023Q4: 4,223 shares; 2024Q1: 4,016 shares; 2024Q2: 3,864 shares; 2024Q3: 3,864 shares 3,864 $362K 0.06% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 6,069 shares; 2023Q1: 6,069 shares; 2023Q2: 6,069 shares; 2023Q3: 3,858 shares; 2023Q4: 3,036 shares; 2024Q1: 2,445 shares; 2024Q2: 3,939 shares; 2024Q3: 3,294 shares 3,294 $355K 0.06% -645 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 11,700 shares; 2023Q1: 11,700 shares; 2023Q2: 11,700 shares; 2023Q3: 16,019 shares; 2023Q4: 15,501 shares; 2024Q1: 16,818 shares; 2024Q2: 16,679 shares; 2024Q3: 17,025 shares 17,025 $352K 0.06% +346 DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,001 shares; 2023Q1: 1,001 shares; 2023Q2: 1,001 shares; 2023Q3: 813 shares; 2023Q4: 829 shares; 2024Q1: 829 shares; 2024Q2: 861 shares; 2024Q3: 831 shares 831 $347K 0.06% -30 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 6,683 shares; 2023Q1: 6,683 shares; 2023Q2: 6,683 shares; 2023Q3: 4,559 shares; 2023Q4: 4,401 shares; 2024Q1: 4,505 shares; 2024Q2: 4,393 shares; 2024Q3: 3,600 shares 3,600 $345K 0.06% -793 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 68 shares; 2023Q1: 68 shares; 2023Q2: 68 shares; 2023Q3: 221 shares; 2023Q4: 278 shares; 2024Q1: 257 shares; 2024Q2: 365 shares; 2024Q3: 384 shares 384 $343K 0.06% +19 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 9,516 shares; 2023Q1: 9,516 shares; 2023Q2: 9,516 shares; 2023Q3: 10,955 shares; 2023Q4: 10,761 shares; 2024Q1: 9,404 shares; 2024Q2: 10,663 shares; 2024Q3: 10,934 shares 10,934 $343K 0.06% +271 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 9,038 shares; 2023Q1: 9,038 shares; 2023Q2: 9,038 shares; 2023Q3: 7,897 shares; 2023Q4: 7,897 shares; 2024Q1: 7,897 shares; 2024Q2: 7,897 shares; 2024Q3: 7,897 shares 7,897 $343K 0.06% 0 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 5,150 shares; 2023Q1: 5,150 shares; 2023Q2: 5,150 shares; 2023Q3: 3,892 shares; 2023Q4: 3,892 shares; 2024Q1: 4,080 shares; 2024Q2: 4,116 shares; 2024Q3: 4,094 shares 4,094 $343K 0.06% -22 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,105 shares; 2023Q1: 1,105 shares; 2023Q2: 1,105 shares; 2023Q3: 1,044 shares; 2023Q4: 1,089 shares; 2024Q1: 1,878 shares; 2024Q2: 1,685 shares; 2024Q3: 1,809 shares 1,809 $341K 0.06% +124 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; 2022Q4: 2,848 shares; 2023Q1: 2,848 shares; 2023Q2: 2,848 shares; 2023Q3: 3,898 shares; 2023Q4: 8,398 shares; 2024Q1: 8,398 shares; 2024Q2: 8,440 shares; 2024Q3: 11,676 shares 11,676 $340K 0.06% +3,236 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 13,680 shares; 2023Q1: 13,680 shares; 2023Q2: 13,680 shares; 2023Q3: 13,287 shares; 2023Q4: 13,849 shares; 2024Q1: 4,740 shares; 2024Q2: 5,362 shares; 2024Q3: 5,926 shares 5,926 $335K 0.06% +564 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 4,520 shares; 2023Q1: 4,520 shares; 2023Q2: 4,520 shares; 2023Q3: 3,270 shares; 2023Q4: 3,272 shares; 2024Q1: 3,145 shares; 2024Q2: 3,093 shares; 2024Q3: 3,206 shares 3,206 $334K 0.06% +113 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,150 shares; 2023Q1: 2,150 shares; 2023Q2: 2,150 shares; 2023Q3: 2,150 shares; 2023Q4: 2,150 shares; 2024Q1: 2,150 shares; 2024Q2: 1,150 shares; 2024Q3: 31,150 shares 31,150 $332K 0.06% +30,000 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,739 shares; 2023Q1: 1,739 shares; 2023Q2: 1,739 shares; 2023Q3: 1,739 shares; 2023Q4: 1,739 shares; 2024Q1: 1,739 shares; 2024Q2: 1,739 shares; 2024Q3: 1,739 shares 1,739 $330K 0.06% 0 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 8,079 shares; 2023Q1: 8,079 shares; 2023Q2: 8,079 shares; 2023Q3: 12,641 shares; 2023Q4: 6,150 shares; 2024Q1: 5,746 shares; 2024Q2: 5,692 shares; 2024Q3: 5,515 shares 5,515 $328K 0.06% -177 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,150 shares; 2023Q1: 2,150 shares; 2023Q2: 2,150 shares; 2023Q3: 2,150 shares; 2023Q4: 1,950 shares; 2024Q1: 2,220 shares; 2024Q2: 2,329 shares; 2024Q3: 2,117 shares 2,117 $324K 0.05% -212 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,723 shares; 2023Q1: 1,723 shares; 2023Q2: 1,723 shares; 2023Q3: 1,618 shares; 2023Q4: 1,554 shares; 2024Q1: 1,498 shares; 2024Q2: 1,433 shares; 2024Q3: 1,568 shares 1,568 $324K 0.05% +135 Timeline YDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 12,800 shares; 2024Q2: 12,800 shares; 2024Q3: 12,800 shares 12,800 $317K 0.05% 0 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; 2022Q4: 1,068 shares; 2023Q1: 1,068 shares; 2023Q2: 1,068 shares; 2023Q3: 1,245 shares; 2023Q4: 1,485 shares; 2024Q1: 1,588 shares; 2024Q2: 1,381 shares; 2024Q3: 1,520 shares 1,520 $314K 0.05% +139 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 9,343 shares; 2023Q1: 9,343 shares; 2023Q2: 9,343 shares; 2023Q3: 8,218 shares; 2023Q4: 6,121 shares; 2024Q1: 6,127 shares; 2024Q2: 5,882 shares; 2024Q3: 5,291 shares 5,291 $312K 0.05% -591 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,227 shares; 2023Q1: 1,227 shares; 2023Q2: 1,227 shares; 2023Q3: 1,021 shares; 2023Q4: 1,021 shares; 2024Q1: 1,021 shares; 2024Q2: 1,226 shares; 2024Q3: 1,312 shares 1,312 $311K 0.05% +86 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,970 shares; 2023Q1: 1,970 shares; 2023Q2: 1,970 shares; 2023Q3: 4,567 shares; 2023Q4: 4,735 shares; 2024Q1: 4,525 shares; 2024Q2: 4,788 shares; 2024Q3: 4,937 shares 4,937 $309K 0.05% +149 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; 2022Q4: 6,400 shares; 2023Q1: 6,400 shares; 2023Q2: 6,400 shares; 2023Q3: 4,959 shares; 2023Q4: 4,912 shares; 2024Q1: 4,912 shares; 2024Q2: 4,702 shares; 2024Q3: 4,518 shares 4,518 $307K 0.05% -184 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,050 shares; 2024Q1: 3,050 shares; 2024Q2: 3,050 shares; 2024Q3: 3,010 shares 3,010 $305K 0.05% -40 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 15,148 shares; 2023Q1: 15,148 shares; 2023Q2: 15,148 shares; 2023Q3: 16,364 shares; 2023Q4: 14,642 shares; 2024Q1: 15,864 shares; 2024Q2: 14,850 shares; 2024Q3: 14,393 shares 14,393 $304K 0.05% -457 MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 634 shares; 2023Q1: 634 shares; 2023Q2: 634 shares; 2023Q3: 634 shares; 2023Q4: 634 shares; 2024Q1: 634 shares; 2024Q2: 640 shares; 2024Q3: 640 shares 640 $304K 0.05% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,101 shares; 2023Q1: 1,101 shares; 2023Q2: 1,101 shares; 2023Q3: 2,238 shares; 2023Q4: 1,659 shares; 2024Q1: 1,334 shares; 2024Q2: 1,889 shares; 2024Q3: 2,134 shares 2,134 $304K 0.05% +245 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 49 shares; 2024Q1: 2,049 shares; 2024Q2: 2,049 shares; 2024Q3: 2,049 shares 2,049 $301K 0.05% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 650 shares; 2023Q1: 650 shares; 2023Q2: 650 shares; 2023Q3: 814 shares; 2023Q4: 753 shares; 2024Q1: 753 shares; 2024Q2: 1,199 shares; 2024Q3: 1,449 shares 1,449 $301K 0.05% +250 Timeline SCSC SCANSOURCE INC More: the full row for SCANSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,500 shares; 2023Q1: 1,500 shares; 2023Q2: 1,500 shares; 2023Q3: 1,500 shares; 2023Q4: 1,500 shares; 2024Q1: 1,500 shares; 2024Q2: 1,500 shares; 2024Q3: 6,250 shares 6,250 $300K 0.05% +4,750 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 922 shares; 2023Q1: 922 shares; 2023Q2: 922 shares; 2023Q3: 1,602 shares; 2023Q4: 1,887 shares; 2024Q1: 2,136 shares; 2024Q2: 2,224 shares; 2024Q3: 2,519 shares 2,519 $300K 0.05% +295 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 13,574 shares; 2023Q1: 13,574 shares; 2023Q2: 13,574 shares; 2023Q3: 8,877 shares; 2023Q4: 8,877 shares; 2024Q1: 8,877 shares; 2024Q2: 8,877 shares; 2024Q3: 8,877 shares 8,877 $298K 0.05% 0 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 11,000 shares; 2024Q2: 7,000 shares; 2024Q3: 7,000 shares 7,000 $292K 0.05% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 7,640 shares; 2023Q1: 7,640 shares; 2023Q2: 7,640 shares; 2023Q3: 1,024 shares; 2023Q4: 682 shares; 2024Q1: 1,330 shares; 2024Q2: 682 shares; 2024Q3: 4,510 shares 4,510 $292K 0.05% +3,828 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 40,000 shares 40,000 $292K 0.05% new Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,457 shares; 2024Q1: 4,856 shares; 2024Q2: 4,903 shares; 2024Q3: 4,903 shares 4,903 $290K 0.05% 0 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; 2022Q4: 82,365 shares; 2023Q1: 82,365 shares; 2023Q2: 82,365 shares; 2023Q3: 25,323 shares; 2023Q4: 23,052 shares; 2024Q1: 17,076 shares; 2024Q2: 17,786 shares; 2024Q3: 18,492 shares 18,492 $290K 0.05% +706 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 39,656 shares; 2023Q1: 39,656 shares; 2023Q2: 39,656 shares; 2023Q3: 5,188 shares; 2023Q4: 5,188 shares; 2024Q1: 4,353 shares; 2024Q2: 4,424 shares; 2024Q3: 3,424 shares 3,424 $287K 0.05% -1,000 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 12,459 shares; 2023Q1: 12,459 shares; 2023Q2: 12,459 shares; 2023Q3: 4,327 shares; 2023Q4: 4,327 shares; 2024Q1: 4,489 shares; 2024Q2: 5,907 shares; 2024Q3: 5,934 shares 5,934 $284K 0.05% +27 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,011 shares; 2023Q1: 2,011 shares; 2023Q2: 2,011 shares; 2023Q3: 1,578 shares; 2023Q4: 2,250 shares; 2024Q1: 1,490 shares; 2024Q2: 1,485 shares; 2024Q3: 1,485 shares 1,485 $282K 0.05% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,321 shares; 2023Q1: 2,321 shares; 2023Q2: 2,321 shares; 2023Q3: 1,810 shares; 2023Q4: 1,786 shares; 2024Q1: 2,137 shares; 2024Q2: 1,806 shares; 2024Q3: 1,866 shares 1,866 $281K 0.05% +60 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; 2022Q4: 2,040 shares; 2023Q1: 2,040 shares; 2023Q2: 2,040 shares; 2023Q3: 1,668 shares; 2023Q4: 1,787 shares; 2024Q1: 1,971 shares; 2024Q2: 2,449 shares; 2024Q3: 2,712 shares 2,712 $278K 0.05% +263 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,966 shares; 2023Q1: 2,966 shares; 2023Q2: 2,966 shares; 2023Q3: 2,866 shares; 2023Q4: 2,423 shares; 2024Q1: 2,655 shares; 2024Q2: 2,865 shares; 2024Q3: 3,095 shares 3,095 $276K 0.05% +230 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 5,424 shares; 2023Q1: 5,424 shares; 2023Q2: 5,424 shares; 2023Q3: 5,424 shares; 2023Q4: 5,424 shares; 2024Q1: 5,424 shares; 2024Q2: 5,424 shares; 2024Q3: 5,424 shares 5,424 $274K 0.05% 0 Timeline Grayscale Bitcoin Minitrust… Grayscale Bitcoin Minitrust ETF More: the full row for Grayscale Bitcoin Minitrust ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 48,396 shares 48,396 $272K 0.05% new XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,165 shares; 2023Q1: 1,165 shares; 2023Q2: 1,165 shares; 2023Q3: 894 shares; 2023Q4: 988 shares; 2024Q1: 988 shares; 2024Q2: 4,129 shares; 2024Q3: 4,129 shares 4,129 $270K 0.05% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 381 shares; 2023Q1: 381 shares; 2023Q2: 381 shares; 2023Q3: 381 shares; 2023Q4: 398 shares; 2024Q1: 398 shares; 2024Q2: 1,629 shares; 2024Q3: 1,780 shares 1,780 $267K 0.05% +151 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; 2022Q4: 3,512 shares; 2023Q1: 3,512 shares; 2023Q2: 3,512 shares; 2023Q3: 3,476 shares; 2023Q4: 3,708 shares; 2024Q1: 3,974 shares; 2024Q2: 4,159 shares; 2024Q3: 4,093 shares 4,093 $266K 0.05% -66 FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 5,252 shares; 2023Q1: 5,252 shares; 2023Q2: 5,252 shares; 2023Q3: 5,467 shares; 2023Q4: 4,353 shares; 2024Q1: 4,368 shares; 2024Q2: 5,301 shares; 2024Q3: 5,307 shares 5,307 $265K 0.04% +6 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,436 shares; 2023Q1: 3,436 shares; 2023Q2: 3,436 shares; 2023Q3: 4,436 shares; 2023Q4: 2,893 shares; 2024Q1: 2,893 shares; 2024Q2: 2,893 shares; 2024Q3: 3,153 shares 3,153 $262K 0.04% +260 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 464 shares; 2023Q1: 464 shares; 2023Q2: 464 shares; 2023Q3: 614 shares; 2023Q4: 644 shares; 2024Q1: 644 shares; 2024Q2: 614 shares; 2024Q3: 614 shares 614 $260K 0.04% 0 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,864 shares; 2023Q1: 1,864 shares; 2023Q2: 1,864 shares; 2023Q3: 4,857 shares; 2023Q4: 5,281 shares; 2024Q1: 5,675 shares; 2024Q2: 5,458 shares; 2024Q3: 5,458 shares 5,458 $255K 0.04% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 846 shares; 2023Q1: 846 shares; 2023Q2: 846 shares; 2023Q3: 873 shares; 2023Q4: 890 shares; 2024Q1: 890 shares; 2024Q2: 917 shares; 2024Q3: 915 shares 915 $254K 0.04% -2 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 60 shares; 2023Q1: 60 shares; 2023Q2: 60 shares; 2023Q3: 60 shares; 2023Q4: 60 shares; 2024Q1: 1,504 shares; 2024Q2: 1,428 shares; 2024Q3: 1,283 shares 1,283 $253K 0.04% -145 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,466 shares; 2023Q1: 3,466 shares; 2023Q2: 3,466 shares; 2023Q3: 3,466 shares; 2023Q4: 3,466 shares; 2024Q1: 3,466 shares; 2024Q2: 3,466 shares; 2024Q3: 3,466 shares 3,466 $248K 0.04% 0 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 4,927 shares; 2023Q1: 4,927 shares; 2023Q2: 4,927 shares; 2023Q3: 4,855 shares; 2023Q4: 4,065 shares; 2024Q1: 4,065 shares; 2024Q2: 4,065 shares; 2024Q3: 4,065 shares 4,065 $246K 0.04% 0 Timeline DGRS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 736 shares; 2023Q1: 736 shares; 2023Q2: 736 shares; 2023Q3: 1,936 shares; 2023Q4: 2,315 shares; 2024Q1: 2,772 shares; 2024Q2: 2,789 shares; 2024Q3: 4,705 shares 4,705 $242K 0.04% +1,916 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 8,782 shares 8,782 $241K 0.04% new Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 2,500 shares; 2023Q4: 2,500 shares; 2024Q1: 2,500 shares; 2024Q2: 2,500 shares; 2024Q3: 2,500 shares 2,500 $240K 0.04% 0 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 10,170 shares; 2023Q1: 10,170 shares; 2023Q2: 10,170 shares; 2023Q3: 10,920 shares; 2023Q4: 10,761 shares; 2024Q1: 12,211 shares; 2024Q2: 11,894 shares; 2024Q3: 12,260 shares 12,260 $240K 0.04% +366 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 508 shares; 2023Q1: 508 shares; 2023Q2: 508 shares; 2023Q3: 508 shares; 2023Q4: 508 shares; 2024Q1: 945 shares; 2024Q2: 961 shares; 2024Q3: 961 shares 961 $239K 0.04% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 4,065 shares; 2023Q1: 4,065 shares; 2023Q2: 4,065 shares; 2023Q3: 4,346 shares; 2023Q4: 5,397 shares; 2024Q1: 4,485 shares; 2024Q2: 4,503 shares; 2024Q3: 5,844 shares 5,844 $239K 0.04% +1,341 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 632 shares; 2023Q1: 632 shares; 2023Q2: 632 shares; 2023Q3: 754 shares; 2023Q4: 754 shares; 2024Q1: 1,006 shares; 2024Q2: 746 shares; 2024Q3: 864 shares 864 $236K 0.04% +118 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,104 shares; 2023Q1: 3,104 shares; 2023Q2: 3,104 shares; 2023Q3: 3,104 shares; 2023Q4: 3,104 shares; 2024Q1: 3,104 shares; 2024Q2: 3,104 shares; 2024Q3: 3,104 shares 3,104 $236K 0.04% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 768 shares; 2023Q1: 768 shares; 2023Q2: 768 shares; 2023Q3: 768 shares; 2023Q4: 768 shares; 2024Q1: 768 shares; 2024Q2: 2,556 shares; 2024Q3: 2,556 shares 2,556 $235K 0.04% 0 Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 189 shares; 2023Q1: 189 shares; 2023Q2: 189 shares; 2023Q3: 169 shares; 2023Q4: 136 shares; 2024Q1: 124 shares; 2024Q2: 150 shares; 2024Q3: 246 shares 246 $234K 0.04% +96 WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 79,477 shares; 2023Q1: 79,477 shares; 2023Q2: 79,477 shares; 2023Q3: 34,092 shares; 2023Q4: 9,661 shares; 2024Q1: 7,258 shares; 2024Q2: 6,477 shares; 2024Q3: 5,112 shares 5,112 $233K 0.04% -1,365 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 200 shares; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 165 shares; 2023Q4: 65 shares; 2024Q1: 65 shares; 2024Q2: 165 shares; 2024Q3: 1,337 shares 1,337 $233K 0.04% +1,172 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,117 shares; 2023Q1: 1,117 shares; 2023Q2: 1,117 shares; 2023Q3: 1,378 shares; 2023Q4: 1,776 shares; 2024Q1: 2,774 shares; 2024Q2: 2,750 shares; 2024Q3: 2,226 shares 2,226 $232K 0.04% -524 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 89 shares; 2023Q1: 89 shares; 2023Q2: 89 shares; 2023Q3: 2,727 shares; 2023Q4: 3,010 shares; 2024Q1: 6,220 shares; 2024Q2: 6,120 shares; 2024Q3: 5,920 shares 5,920 $229K 0.04% -200 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,024 shares; 2023Q1: 2,024 shares; 2023Q2: 4,024 shares; 2023Q3: 2,938 shares; 2023Q4: 2,755 shares; 2024Q1: 2,486 shares; 2024Q2: 2,534 shares; 2024Q3: 2,535 shares 2,535 $228K 0.04% +1 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 13,659 shares; 2024Q3: 11,191 shares 11,191 $228K 0.04% -2,468 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 2,191 shares; 2023Q4: 2,900 shares; 2024Q1: 2,900 shares; 2024Q2: 2,893 shares; 2024Q3: 2,893 shares 2,893 $227K 0.04% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 5,422 shares; 2023Q1: 5,422 shares; 2023Q2: 5,422 shares; 2023Q3: 4,876 shares; 2023Q4: 5,088 shares; 2024Q1: 5,204 shares; 2024Q2: 5,358 shares; 2024Q3: 4,948 shares 4,948 $226K 0.04% -410 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 850 shares; 2023Q1: 850 shares; 2023Q2: 850 shares; 2023Q3: 820 shares; 2023Q4: 877 shares; 2024Q1: 863 shares; 2024Q2: 863 shares; 2024Q3: 744 shares 744 $225K 0.04% -119 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; 2022Q4: 913 shares; 2023Q1: 913 shares; 2023Q2: 913 shares; 2023Q3: 1,095 shares; 2023Q4: 1,095 shares; 2024Q1: 1,560 shares; 2024Q2: 1,607 shares; 2024Q3: 1,607 shares 1,607 $218K 0.04% 0 Timeline MTH MERITAGE HOMES CORP More: the full row for MERITAGE HOMES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,277 shares; 2023Q1: 1,277 shares; 2023Q2: 1,277 shares; 2023Q3: 1,058 shares; 2023Q4: 1,058 shares; 2024Q1: 1,058 shares; 2024Q2: 1,058 shares; 2024Q3: 1,058 shares 1,058 $217K 0.04% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,657 shares; 2023Q1: 2,657 shares; 2023Q2: 2,657 shares; 2023Q3: 2,741 shares; 2023Q4: 2,657 shares; 2024Q1: 2,697 shares; 2024Q2: 2,597 shares; 2024Q3: 2,692 shares 2,692 $217K 0.04% +95 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,531 shares; 2023Q1: 2,531 shares; 2023Q2: 2,531 shares; 2023Q3: 2,344 shares; 2023Q4: 2,349 shares; 2024Q1: 2,644 shares; 2024Q2: 2,785 shares; 2024Q3: 3,966 shares 3,966 $217K 0.04% +1,181 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 71 shares; 2023Q1: 71 shares; 2023Q2: 71 shares; 2023Q3: 1,664 shares; 2023Q4: 2,133 shares; 2024Q1: 1,990 shares; 2024Q2: 1,619 shares; 2024Q3: 1,426 shares 1,426 $216K 0.04% -193 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; 2022Q4: 1,806 shares; 2023Q1: 1,806 shares; 2023Q2: 1,806 shares; 2023Q3: 1,519 shares; 2023Q4: 1,366 shares; 2024Q1: 1,771 shares; 2024Q2: 1,642 shares; 2024Q3: 1,577 shares 1,577 $215K 0.04% -65 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 50 shares; 2023Q4: 50 shares; 2024Q1: 39 shares; 2024Q2: 214 shares; 2024Q3: 589 shares 589 $214K 0.04% +375 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,202 shares; 2023Q1: 1,202 shares; 2023Q2: 1,202 shares; 2023Q3: 665 shares; 2023Q4: 665 shares; 2024Q1: 2,200 shares; 2024Q2: 2,494 shares; 2024Q3: 2,494 shares 2,494 $214K 0.04% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,431 shares; 2023Q1: 2,431 shares; 2023Q2: 2,431 shares; 2023Q3: 3,562 shares; 2023Q4: 3,598 shares; 2024Q1: 1,327 shares; 2024Q2: 326 shares; 2024Q3: 301 shares 301 $213K 0.04% -25 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 623 shares; 2023Q1: 623 shares; 2023Q2: 623 shares; 2023Q3: 976 shares; 2023Q4: 1,484 shares; 2024Q1: 917 shares; 2024Q2: 1,240 shares; 2024Q3: 1,223 shares 1,223 $212K 0.04% -17 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 59 shares; 2023Q1: 59 shares; 2023Q2: 59 shares; 2023Q3: 905 shares; 2023Q4: 905 shares; 2024Q1: 1,905 shares; 2024Q2: 1,905 shares; 2024Q3: 1,905 shares 1,905 $211K 0.04% 0 Timeline DIM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,435 shares; 2024Q2: 2,435 shares; 2024Q3: 3,175 shares 3,175 $211K 0.04% +740 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,352 shares; 2023Q1: 3,352 shares; 2023Q2: 3,352 shares; 2023Q3: 2,843 shares; 2023Q4: 3,032 shares; 2024Q1: 2,667 shares; 2024Q2: 2,593 shares; 2024Q3: 2,142 shares 2,142 $209K 0.04% -451 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 354 shares; 2023Q1: 354 shares; 2023Q2: 354 shares; 2023Q3: 547 shares; 2023Q4: 3,164 shares; 2024Q1: 3,164 shares; 2024Q2: 3,164 shares; 2024Q3: 3,364 shares 3,364 $209K 0.04% +200 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 24 shares; 2023Q1: 24 shares; 2023Q2: 24 shares; 2023Q3: 256 shares; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 1,651 shares 1,651 $208K 0.04% +1,351 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; 2022Q4: 1,174 shares; 2023Q1: 1,174 shares; 2023Q2: 1,174 shares; 2023Q3: 615 shares; 2023Q4: 711 shares; 2024Q1: 759 shares; 2024Q2: 893 shares; 2024Q3: 893 shares 893 $208K 0.04% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,418 shares; 2023Q1: 1,418 shares; 2023Q2: 1,418 shares; 2023Q3: 868 shares; 2023Q4: 643 shares; 2024Q1: 643 shares; 2024Q2: 546 shares; 2024Q3: 546 shares 546 $205K 0.03% 0 Timeline YALA YALLA GROUP LTD More: the full row for YALLA GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 50,000 shares; 2024Q2: 50,000 shares; 2024Q3: 50,000 shares 50,000 $204K 0.03% 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; 2022Q4: 9,479 shares; 2023Q1: 9,479 shares; 2023Q2: 9,479 shares; 2023Q3: 7,922 shares; 2023Q4: 7,954 shares; 2024Q1: 1,387 shares; 2024Q2: 1,325 shares; 2024Q3: 1,325 shares 1,325 $204K 0.03% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 102 shares; 2023Q1: 102 shares; 2023Q2: 102 shares; 2023Q3: 314 shares; 2023Q4: 314 shares; 2024Q1: 47 shares; 2024Q2: 338 shares; 2024Q3: 434 shares 434 $204K 0.03% +96 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 140 shares; 2023Q1: 140 shares; 2023Q2: 140 shares; 2023Q3: 140 shares; 2023Q4: 7,140 shares; 2024Q1: 450 shares; 2024Q2: 3,385 shares; 2024Q3: 3,340 shares 3,340 $203K 0.03% -45 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 311 shares; 2023Q4: 311 shares; 2024Q1: 311 shares; 2024Q2: 2,058 shares; 2024Q3: 2,217 shares 2,217 $201K 0.03% +159 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; 2022Q4: 637 shares; 2023Q1: 637 shares; 2023Q2: 637 shares; 2023Q3: 531 shares; 2023Q4: 531 shares; 2024Q1: 610 shares; 2024Q2: 651 shares; 2024Q3: 651 shares 651 $194K 0.03% 0 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 5,920 shares; 2023Q1: 5,920 shares; 2023Q2: 5,920 shares; 2023Q3: 4,778 shares; 2023Q4: 4,778 shares; 2024Q1: 3,067 shares; 2024Q2: 2,010 shares; 2024Q3: 2,010 shares 2,010 $193K 0.03% 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; 2022Q4: 703 shares; 2023Q1: 703 shares; 2023Q2: 703 shares; 2023Q3: 797 shares; 2023Q4: 810 shares; 2024Q1: 858 shares; 2024Q2: 858 shares; 2024Q3: 945 shares 945 $189K 0.03% +87 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; 2022Q4: 5,065 shares; 2023Q1: 5,065 shares; 2023Q2: 5,065 shares; 2023Q3: 5,265 shares; 2023Q4: 5,265 shares; 2024Q1: 5,361 shares; 2024Q2: 5,361 shares; 2024Q3: 4,161 shares 4,161 $189K 0.03% -1,200 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 479 shares; 2023Q1: 479 shares; 2023Q2: 479 shares; 2023Q3: 373 shares; 2023Q4: 373 shares; 2024Q1: 373 shares; 2024Q2: 391 shares; 2024Q3: 1,291 shares 1,291 $188K 0.03% +900 Timeline DTH WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 4,629 shares; 2023Q1: 4,629 shares; 2023Q2: 4,629 shares; 2023Q3: 5,165 shares; 2023Q4: 5,653 shares; 2024Q1: 4,889 shares; 2024Q2: 4,483 shares; 2024Q3: 4,483 shares 4,483 $186K 0.03% 0 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 4,309 shares; 2023Q1: 4,309 shares; 2023Q2: 4,309 shares; 2023Q3: 4,541 shares; 2023Q4: 5,069 shares; 2024Q1: 4,480 shares; 2024Q2: 4,208 shares; 2024Q3: 4,208 shares 4,208 $185K 0.03% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,885 shares; 2024Q1: 1,885 shares; 2024Q2: 1,885 shares; 2024Q3: 1,982 shares 1,982 $181K 0.03% +97 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,510 shares; 2023Q1: 2,510 shares; 2023Q2: 2,510 shares; 2023Q3: 2,510 shares; 2023Q4: 2,510 shares; 2024Q1: 2,510 shares; 2024Q2: 2,510 shares; 2024Q3: 2,510 shares 2,510 $180K 0.03% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,865 shares; 2023Q1: 1,865 shares; 2023Q2: 1,865 shares; 2023Q3: 1,099 shares; 2023Q4: 616 shares; 2024Q1: 616 shares; 2024Q2: 629 shares; 2024Q3: 1,216 shares 1,216 $178K 0.03% +587 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; 2022Q4: 377 shares; 2023Q1: 377 shares; 2023Q2: 377 shares; 2023Q3: 390 shares; 2023Q4: 473 shares; 2024Q1: 522 shares; 2024Q2: 644 shares; 2024Q3: 642 shares 642 $178K 0.03% -2 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 375 shares; 2023Q1: 375 shares; 2023Q2: 375 shares; 2023Q3: 406 shares; 2023Q4: 485 shares; 2024Q1: 485 shares; 2024Q2: 504 shares; 2024Q3: 489 shares 489 $177K 0.03% -15 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,646 shares; 2023Q1: 1,646 shares; 2023Q2: 1,646 shares; 2023Q3: 1,646 shares; 2023Q4: 1,646 shares; 2024Q1: 1,646 shares; 2024Q2: 1,646 shares; 2024Q3: 1,646 shares 1,646 $176K 0.03% 0 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,580 shares; 2023Q4: 1,964 shares; 2024Q1: 2,425 shares; 2024Q2: 2,793 shares; 2024Q3: 3,427 shares 3,427 $175K 0.03% +634 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,231 shares; 2023Q1: 1,231 shares; 2023Q2: 1,231 shares; 2023Q3: 1,331 shares; 2023Q4: 1,331 shares; 2024Q1: 1,231 shares; 2024Q2: 3,496 shares; 2024Q3: 5,141 shares 5,141 $174K 0.03% +1,645 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 7,398 shares; 2023Q1: 7,398 shares; 2023Q2: 7,398 shares; 2023Q3: 10,031 shares; 2023Q4: 7,461 shares; 2024Q1: 1,339 shares; 2024Q2: 4,040 shares; 2024Q3: 4,848 shares 4,848 $174K 0.03% +808 Timeline FBNC FIRST BANCORP N C More: the full row for FIRST BANCORP N C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 6,528 shares; 2023Q4: 6,528 shares; 2024Q1: 5,095 shares; 2024Q2: 5,652 shares; 2024Q3: 4,106 shares 4,106 $171K 0.03% -1,546 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,610 shares; 2024Q3: 2,610 shares 2,610 $169K 0.03% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,458 shares; 2023Q1: 1,458 shares; 2023Q2: 1,458 shares; 2023Q3: 798 shares; 2023Q4: 772 shares; 2024Q1: 772 shares; 2024Q2: 1,252 shares; 2024Q3: 1,252 shares 1,252 $168K 0.03% 0 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,985 shares; 2023Q1: 1,985 shares; 2023Q2: 1,985 shares; 2023Q3: 1,985 shares; 2023Q4: 1,985 shares; 2024Q1: 1,985 shares; 2024Q2: 1,985 shares; 2024Q3: 1,985 shares 1,985 $165K 0.03% 0 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 5,246 shares; 2023Q1: 5,246 shares; 2023Q2: 5,246 shares; 2023Q3: 5,246 shares; 2023Q4: 3,142 shares; 2024Q1: 3,142 shares; 2024Q2: 3,142 shares; 2024Q3: 3,142 shares 3,142 $165K 0.03% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,120 shares; 2023Q1: 1,120 shares; 2023Q2: 1,120 shares; 2023Q3: 1,704 shares; 2023Q4: 1,704 shares; 2024Q1: 1,374 shares; 2024Q2: 1,446 shares; 2024Q3: 1,435 shares 1,435 $165K 0.03% -11 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 7 shares; 2023Q1: 7 shares; 2023Q2: 7 shares; 2023Q3: 2,353 shares; 2023Q4: 2,550 shares; 2024Q1: 2,091 shares; 2024Q2: 2,044 shares; 2024Q3: 1,682 shares 1,682 $165K 0.03% -362 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 903 shares; 2023Q1: 903 shares; 2023Q2: 903 shares; 2023Q3: 1,189 shares; 2023Q4: 830 shares; 2024Q1: 765 shares; 2024Q2: 1,201 shares; 2024Q3: 2,495 shares 2,495 $165K 0.03% +1,294 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 13,379 shares; 2023Q1: 13,379 shares; 2023Q2: 13,379 shares; 2023Q3: 13,980 shares; 2023Q4: 13,980 shares; 2024Q1: 3,205 shares; 2024Q2: 1,688 shares; 2024Q3: 2,231 shares 2,231 $164K 0.03% +543 Timeline SRTS SENSUS HEALTHCARE INC More: the full row for SENSUS HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 25,000 shares; 2024Q3: 25,000 shares 25,000 $163K 0.03% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 144 shares; 2023Q1: 144 shares; 2023Q2: 144 shares; 2023Q3: 197 shares; 2023Q4: 273 shares; 2024Q1: 1,195 shares; 2024Q2: 1,229 shares; 2024Q3: 1,229 shares 1,229 $163K 0.03% 0 Timeline MARA MARA HOLDINGS INC More: the full row for MARA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 8,500 shares; 2023Q1: 8,500 shares; 2023Q2: 8,500 shares; 2023Q3: 13,000 shares; 2023Q4: not reported; 2024Q1: 4,000 shares; 2024Q2: 10,000 shares; 2024Q3: 10,000 shares 10,000 $162K 0.03% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,972 shares; 2023Q1: 1,972 shares; 2023Q2: 1,972 shares; 2023Q3: 1,972 shares; 2023Q4: 1,238 shares; 2024Q1: 907 shares; 2024Q2: 993 shares; 2024Q3: 779 shares 779 $161K 0.03% -214 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,988 shares; 2023Q1: 1,988 shares; 2023Q2: 1,988 shares; 2023Q3: 2,697 shares; 2023Q4: 2,711 shares; 2024Q1: 2,765 shares; 2024Q2: 2,765 shares; 2024Q3: 2,772 shares 2,772 $159K 0.03% +7 Timeline DFE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,500 shares; 2023Q1: 2,500 shares; 2023Q2: 2,500 shares; 2023Q3: 2,500 shares; 2023Q4: 2,500 shares; 2024Q1: 2,500 shares; 2024Q2: 2,500 shares; 2024Q3: 2,500 shares 2,500 $159K 0.03% 0 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,445 shares; 2024Q2: 4,566 shares; 2024Q3: 4,627 shares 4,627 $158K 0.03% +61 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 227 shares; 2023Q4: 227 shares; 2024Q1: 3,000 shares; 2024Q2: 3,000 shares; 2024Q3: 5,688 shares 5,688 $158K 0.03% +2,688 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,204 shares; 2023Q1: 1,204 shares; 2023Q2: 1,204 shares; 2023Q3: 1,205 shares; 2023Q4: 1,282 shares; 2024Q1: 1,283 shares; 2024Q2: 1,283 shares; 2024Q3: 1,284 shares 1,284 $157K 0.03% +1 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,376 shares; 2023Q1: 2,376 shares; 2023Q2: 2,376 shares; 2023Q3: 1,495 shares; 2023Q4: 1,495 shares; 2024Q1: 1,439 shares; 2024Q2: 1,539 shares; 2024Q3: 1,432 shares 1,432 $157K 0.03% -107 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 108 shares; 2023Q1: 108 shares; 2023Q2: 108 shares; 2023Q3: 108 shares; 2023Q4: 108 shares; 2024Q1: 466 shares; 2024Q2: 539 shares; 2024Q3: 585 shares 585 $152K 0.03% +46 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,698 shares; 2023Q1: 3,698 shares; 2023Q2: 3,698 shares; 2023Q3: 3,698 shares; 2023Q4: 3,698 shares; 2024Q1: 1,375 shares; 2024Q2: 1,375 shares; 2024Q3: 1,375 shares 1,375 $151K 0.03% 0 Timeline PGX 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; 2022Q4: 84,365 shares; 2023Q1: 84,365 shares; 2023Q2: 84,365 shares; 2023Q3: 20,523 shares; 2023Q4: 14,940 shares; 2024Q1: 12,215 shares; 2024Q2: 12,215 shares; 2024Q3: 12,215 shares 12,215 $151K 0.03% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 410 shares; 2023Q1: 410 shares; 2023Q2: 410 shares; 2023Q3: 600 shares; 2023Q4: 572 shares; 2024Q1: 798 shares; 2024Q2: 974 shares; 2024Q3: 742 shares 742 $150K 0.03% -232 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 6,380 shares; 2023Q1: 6,380 shares; 2023Q2: 6,380 shares; 2023Q3: 6,847 shares; 2023Q4: 5,717 shares; 2024Q1: 4,986 shares; 2024Q2: 3,723 shares; 2024Q3: 3,723 shares 3,723 $148K 0.03% 0 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 783 shares; 2023Q1: 783 shares; 2023Q2: 783 shares; 2023Q3: 1,101 shares; 2023Q4: 1,102 shares; 2024Q1: 1,728 shares; 2024Q2: 1,766 shares; 2024Q3: 1,766 shares 1,766 $148K 0.03% 0 Timeline AGL AGILON HEALTH INC COM (DE) More: the full row for AGILON HEALTH INC COM (DE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 37,627 shares; 2024Q3: 37,627 shares 37,627 $148K 0.03% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,000 shares; 2023Q1: 1,000 shares; 2023Q2: 1,000 shares; 2023Q3: 1,240 shares; 2023Q4: 1,240 shares; 2024Q1: 1,000 shares; 2024Q2: 1,240 shares; 2024Q3: 1,240 shares 1,240 $147K 0.02% 0 Timeline YSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 6,385 shares; 2024Q1: 6,385 shares; 2024Q2: 6,385 shares; 2024Q3: 6,385 shares 6,385 $146K 0.02% 0 Timeline DISCOVER FINL SVCS DISCOVER FINL SVCS More: the full row for DISCOVER FINL SVCS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 659 shares; 2023Q1: 659 shares; 2023Q2: 659 shares; 2023Q3: 606 shares; 2023Q4: 747 shares; 2024Q1: 1,045 shares; 2024Q2: 1,028 shares; 2024Q3: 1,028 shares 1,028 $144K 0.02% 0 RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 445 shares; 2023Q1: 445 shares; 2023Q2: 445 shares; 2023Q3: 754 shares; 2023Q4: 1,121 shares; 2024Q1: 844 shares; 2024Q2: 880 shares; 2024Q3: 660 shares 660 $144K 0.02% -220 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,139 shares; 2023Q1: 3,139 shares; 2023Q2: 3,139 shares; 2023Q3: 2,824 shares; 2023Q4: 2,824 shares; 2024Q1: 2,824 shares; 2024Q2: 3,254 shares; 2024Q3: 2,917 shares 2,917 $143K 0.02% -337 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 10,718 shares; 2023Q1: 718 shares; 2023Q2: 718 shares; 2023Q3: 1,868 shares; 2023Q4: 2,268 shares; 2024Q1: 2,918 shares; 2024Q2: 2,998 shares; 2024Q3: 2,998 shares 2,998 $142K 0.02% 0 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 7,399 shares; 2023Q1: 7,399 shares; 2023Q2: 7,399 shares; 2023Q3: 10,350 shares; 2023Q4: 9,989 shares; 2024Q1: 5,994 shares; 2024Q2: 5,994 shares; 2024Q3: 5,994 shares 5,994 $141K 0.02% 0 Timeline VWAGY VOLKSWAGEN A G (GERMANY, FR) More: the full row for VOLKSWAGEN A G (GERMANY, FR) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 8,140 shares; 2023Q1: 8,140 shares; 2023Q2: not reported; 2023Q3: 20,000 shares; 2023Q4: 25,000 shares; 2024Q1: 25,000 shares; 2024Q2: 25,000 shares; 2024Q3: 12,500 shares 12,500 $141K 0.02% -12,500 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 11,901 shares; 2023Q1: 11,901 shares; 2023Q2: 11,901 shares; 2023Q3: 9,144 shares; 2023Q4: 7,836 shares; 2024Q1: 4,893 shares; 2024Q2: 2,896 shares; 2024Q3: 2,414 shares 2,414 $139K 0.02% -482 Timeline CGC CANOPY GROWTH CORPORATION More: the full row for CANOPY GROWTH CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 21,668 shares; 2024Q1: 11,668 shares; 2024Q2: 26,668 shares; 2024Q3: 26,668 shares 26,668 $139K 0.02% 0 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; 2022Q4: 1,416 shares; 2023Q1: 1,416 shares; 2023Q2: 1,416 shares; 2023Q3: 1,398 shares; 2023Q4: 1,443 shares; 2024Q1: 1,571 shares; 2024Q2: 1,659 shares; 2024Q3: 1,659 shares 1,659 $138K 0.02% 0 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 208 shares; 2023Q1: 208 shares; 2023Q2: 208 shares; 2023Q3: 712 shares; 2023Q4: 712 shares; 2024Q1: 837 shares; 2024Q2: 837 shares; 2024Q3: 837 shares 837 $137K 0.02% 0 Timeline LRGE 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; 2022Q4: 2,566 shares; 2023Q1: 2,566 shares; 2023Q2: 2,566 shares; 2023Q3: 1,868 shares; 2023Q4: 1,868 shares; 2024Q1: 1,868 shares; 2024Q2: 1,868 shares; 2024Q3: 1,860 shares 1,860 $136K 0.02% -8 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,750 shares; 2023Q1: 2,750 shares; 2023Q2: 2,750 shares; 2023Q3: 2,750 shares; 2023Q4: 2,750 shares; 2024Q1: 2,750 shares; 2024Q2: 2,750 shares; 2024Q3: 3,050 shares 3,050 $136K 0.02% +300 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,530 shares; 2023Q1: 1,530 shares; 2023Q2: 1,530 shares; 2023Q3: 1,530 shares; 2023Q4: 1,230 shares; 2024Q1: 1,230 shares; 2024Q2: 1,260 shares; 2024Q3: 1,230 shares 1,230 $135K 0.02% -30 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,148 shares; 2023Q1: 1,148 shares; 2023Q2: 1,148 shares; 2023Q3: 988 shares; 2023Q4: 988 shares; 2024Q1: 943 shares; 2024Q2: 908 shares; 2024Q3: 969 shares 969 $132K 0.02% +61 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,065 shares; 2023Q4: 3,890 shares; 2024Q1: 3,890 shares; 2024Q2: 3,890 shares; 2024Q3: 3,201 shares 3,201 $132K 0.02% -689 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,000 shares; 2023Q1: 1,000 shares; 2023Q2: 1,000 shares; 2023Q3: 1,000 shares; 2023Q4: 1,094 shares; 2024Q1: 1,094 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares 1,000 $132K 0.02% 0 Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 4,018 shares; 2023Q1: 4,018 shares; 2023Q2: 4,018 shares; 2023Q3: 3,993 shares; 2023Q4: 4,493 shares; 2024Q1: 4,523 shares; 2024Q2: 4,569 shares; 2024Q3: 4,523 shares 4,523 $132K 0.02% -46 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 37,761 shares; 2023Q1: 37,761 shares; 2023Q2: 37,761 shares; 2023Q3: 33,229 shares; 2023Q4: 30,795 shares; 2024Q1: 29,273 shares; 2024Q2: 2,859 shares; 2024Q3: 2,124 shares 2,124 $131K 0.02% -735 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; 2022Q4: 2,939 shares; 2023Q1: 2,939 shares; 2023Q2: 2,939 shares; 2023Q3: 1,476 shares; 2023Q4: 1,476 shares; 2024Q1: 1,726 shares; 2024Q2: 1,722 shares; 2024Q3: 1,742 shares 1,742 $129K 0.02% +20 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 4,889 shares; 2023Q1: 4,889 shares; 2023Q2: 4,889 shares; 2023Q3: 5,445 shares; 2023Q4: 222 shares; 2024Q1: 252 shares; 2024Q2: 252 shares; 2024Q3: 1,164 shares 1,164 $126K 0.02% +912 Timeline MSML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,140 shares; 2023Q1: 2,140 shares; 2023Q2: 2,140 shares; 2023Q3: 2,140 shares; 2023Q4: 2,140 shares; 2024Q1: 2,140 shares; 2024Q2: 2,140 shares; 2024Q3: 2,140 shares 2,140 $126K 0.02% 0 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 700 shares; 2023Q1: 700 shares; 2023Q2: 700 shares; 2023Q3: 708 shares; 2023Q4: 708 shares; 2024Q1: 708 shares; 2024Q2: 708 shares; 2024Q3: 708 shares 708 $125K 0.02% 0 Timeline LAM RESEARCH CORP LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 180 shares; 2023Q1: 180 shares; 2023Q2: 180 shares; 2023Q3: 122 shares; 2023Q4: 179 shares; 2024Q1: 193 shares; 2024Q2: 152 shares; 2024Q3: 152 shares 152 $124K 0.02% 0 PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 636 shares; 2023Q1: 636 shares; 2023Q2: 636 shares; 2023Q3: 284 shares; 2023Q4: 315 shares; 2024Q1: 288 shares; 2024Q2: 318 shares; 2024Q3: 486 shares 486 $123K 0.02% +168 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 4,109 shares; 2023Q1: 4,109 shares; 2023Q2: 4,109 shares; 2023Q3: 7,031 shares; 2023Q4: 4,313 shares; 2024Q1: 5,102 shares; 2024Q2: 5,182 shares; 2024Q3: 3,777 shares 3,777 $123K 0.02% -1,405 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 4,586 shares; 2023Q1: 4,586 shares; 2023Q2: 4,586 shares; 2023Q3: 4,586 shares; 2023Q4: 4,586 shares; 2024Q1: 4,586 shares; 2024Q2: 9,586 shares; 2024Q3: 9,586 shares 9,586 $122K 0.02% 0 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; 2022Q4: 106 shares; 2023Q1: 106 shares; 2023Q2: 106 shares; 2023Q3: 469 shares; 2023Q4: 380 shares; 2024Q1: 781 shares; 2024Q2: 858 shares; 2024Q3: 858 shares 858 $122K 0.02% 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; 2022Q4: 2,066 shares; 2023Q1: 2,066 shares; 2023Q2: 2,066 shares; 2023Q3: 1,740 shares; 2023Q4: 2,026 shares; 2024Q1: 1,987 shares; 2024Q2: 2,265 shares; 2024Q3: 1,368 shares 1,368 $121K 0.02% -897 Timeline BANK OF AMER CORP BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 94 shares; 2023Q1: 94 shares; 2023Q2: 94 shares; 2023Q3: 94 shares; 2023Q4: 94 shares; 2024Q1: 94 shares; 2024Q2: 94 shares; 2024Q3: 94 shares 94 $120K 0.02% 0 IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,830 shares; 2023Q1: 2,830 shares; 2023Q2: 2,830 shares; 2023Q3: 4,053 shares; 2023Q4: 4,299 shares; 2024Q1: 5,351 shares; 2024Q2: 5,353 shares; 2024Q3: 5,356 shares 5,356 $118K 0.02% +3 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 600 shares; 2023Q1: 600 shares; 2023Q2: 600 shares; 2023Q3: 600 shares; 2023Q4: 700 shares; 2024Q1: 700 shares; 2024Q2: 700 shares; 2024Q3: 790 shares 790 $118K 0.02% +90 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 5,888 shares; 2023Q1: 5,888 shares; 2023Q2: 5,888 shares; 2023Q3: 6,520 shares; 2023Q4: 6,252 shares; 2024Q1: 6,054 shares; 2024Q2: 6,054 shares; 2024Q3: 5,993 shares 5,993 $118K 0.02% -61 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 475 shares; 2024Q3: 463 shares 463 $118K 0.02% -12 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 115 shares; 2023Q1: 115 shares; 2023Q2: 115 shares; 2023Q3: 115 shares; 2023Q4: 115 shares; 2024Q1: 414 shares; 2024Q2: 782 shares; 2024Q3: 784 shares 784 $116K 0.02% +2 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,015 shares; 2024Q1: 2,372 shares; 2024Q2: 2,232 shares; 2024Q3: 1,887 shares 1,887 $115K 0.02% -345 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 929 shares; 2023Q1: 929 shares; 2023Q2: 929 shares; 2023Q3: 686 shares; 2023Q4: 686 shares; 2024Q1: 1,320 shares; 2024Q2: 1,354 shares; 2024Q3: 1,368 shares 1,368 $115K 0.02% +14 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,743 shares; 2023Q1: 1,743 shares; 2023Q2: 1,743 shares; 2023Q3: 1,803 shares; 2023Q4: 1,803 shares; 2024Q1: 1,803 shares; 2024Q2: 1,803 shares; 2024Q3: 1,423 shares 1,423 $115K 0.02% -380 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 100 shares; 2023Q4: 88 shares; 2024Q1: 88 shares; 2024Q2: 201 shares; 2024Q3: 201 shares 201 $115K 0.02% 0 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 665 shares; 2023Q1: 665 shares; 2023Q2: 665 shares; 2023Q3: 693 shares; 2023Q4: 693 shares; 2024Q1: 693 shares; 2024Q2: 693 shares; 2024Q3: 600 shares 600 $114K 0.02% -93 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,508 shares 1,508 $114K 0.02% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 142 shares; 2023Q1: 142 shares; 2023Q2: 142 shares; 2023Q3: 571 shares; 2023Q4: 582 shares; 2024Q1: 582 shares; 2024Q2: 268 shares; 2024Q3: 1,781 shares 1,781 $113K 0.02% +1,513 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,225 shares; 2023Q1: 1,225 shares; 2023Q2: 1,225 shares; 2023Q3: 997 shares; 2023Q4: 2,127 shares; 2024Q1: 2,126 shares; 2024Q2: 2,221 shares; 2024Q3: 2,221 shares 2,221 $113K 0.02% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,713 shares; 2023Q1: 1,713 shares; 2023Q2: 1,713 shares; 2023Q3: 1,825 shares; 2023Q4: 1,842 shares; 2024Q1: 1,537 shares; 2024Q2: 1,546 shares; 2024Q3: 1,546 shares 1,546 $112K 0.02% 0 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,127 shares; 2023Q1: 3,127 shares; 2023Q2: 3,127 shares; 2023Q3: 4,474 shares; 2023Q4: 4,474 shares; 2024Q1: 5,574 shares; 2024Q2: 5,574 shares; 2024Q3: 5,574 shares 5,574 $112K 0.02% 0 Timeline CALY CALLAWAY GOLF CO More: the full row for CALLAWAY GOLF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 90,573 shares; 2023Q1: 90,573 shares; 2023Q2: 90,573 shares; 2023Q3: 82,630 shares; 2023Q4: 30,647 shares; 2024Q1: 10,843 shares; 2024Q2: 10,843 shares; 2024Q3: 10,152 shares 10,152 $111K 0.02% -691 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 319 shares; 2023Q1: 319 shares; 2023Q2: 319 shares; 2023Q3: 491 shares; 2023Q4: 467 shares; 2024Q1: 890 shares; 2024Q2: 1,193 shares; 2024Q3: 1,191 shares 1,191 $111K 0.02% -2 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 12,600 shares; 2023Q1: 12,600 shares; 2023Q2: 12,600 shares; 2023Q3: 10,600 shares; 2023Q4: 13,600 shares; 2024Q1: 13,600 shares; 2024Q2: 10,600 shares; 2024Q3: 10,600 shares 10,600 $111K 0.02% 0 Timeline MFDX PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,641 shares; 2024Q2: 2,976 shares; 2024Q3: 3,406 shares 3,406 $111K 0.02% +430 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 284 shares; 2023Q1: 284 shares; 2023Q2: 284 shares; 2023Q3: 284 shares; 2023Q4: 284 shares; 2024Q1: 284 shares; 2024Q2: 284 shares; 2024Q3: 284 shares 284 $110K 0.02% 0 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 376 shares; 2024Q2: 1,273 shares; 2024Q3: 3,301 shares 3,301 $110K 0.02% +2,028 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,001 shares; 2023Q1: 3,001 shares; 2023Q2: 3,001 shares; 2023Q3: 4,288 shares; 2023Q4: 4,288 shares; 2024Q1: 5,428 shares; 2024Q2: 5,278 shares; 2024Q3: 5,278 shares 5,278 $110K 0.02% 0 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,000 shares; 2024Q1: 3,000 shares; 2024Q2: 3,000 shares; 2024Q3: 3,000 shares 3,000 $109K 0.02% 0 Timeline IBTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,663 shares; 2023Q1: 2,663 shares; 2023Q2: 2,663 shares; 2023Q3: 3,803 shares; 2023Q4: 3,803 shares; 2024Q1: 4,803 shares; 2024Q2: 4,653 shares; 2024Q3: 4,653 shares 4,653 $109K 0.02% 0 Timeline AMAL AMALGAMATED FINANCIAL CORP More: the full row for AMALGAMATED FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,097 shares; 2023Q1: 3,097 shares; 2023Q2: 3,097 shares; 2023Q3: 3,209 shares; 2023Q4: 3,209 shares; 2024Q1: 3,295 shares; 2024Q2: 3,338 shares; 2024Q3: 3,482 shares 3,482 $109K 0.02% +144 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; 2022Q4: 2,640 shares; 2023Q1: 2,640 shares; 2023Q2: 2,640 shares; 2023Q3: 2,326 shares; 2023Q4: 1,820 shares; 2024Q1: 1,375 shares; 2024Q2: 1,375 shares; 2024Q3: 1,375 shares 1,375 $109K 0.02% 0 Timeline BCO BRINKS CO More: the full row for BRINKS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 514 shares; 2023Q4: 514 shares; 2024Q1: 514 shares; 2024Q2: 944 shares; 2024Q3: 944 shares 944 $109K 0.02% 0 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; 2022Q4: 1,558 shares; 2023Q1: 1,558 shares; 2023Q2: 1,558 shares; 2023Q3: 1,334 shares; 2023Q4: 1,335 shares; 2024Q1: 1,336 shares; 2024Q2: 1,301 shares; 2024Q3: 1,302 shares 1,302 $108K 0.02% +1 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,523 shares; 2023Q1: 1,523 shares; 2023Q2: 1,523 shares; 2023Q3: 998 shares; 2023Q4: 952 shares; 2024Q1: 952 shares; 2024Q2: 816 shares; 2024Q3: 816 shares 816 $108K 0.02% 0 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,756 shares; 2024Q2: 2,665 shares; 2024Q3: 2,011 shares 2,011 $108K 0.02% -654 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 749 shares; 2023Q1: 749 shares; 2023Q2: 749 shares; 2023Q3: 749 shares; 2023Q4: 749 shares; 2024Q1: 1,201 shares; 2024Q2: 3,651 shares; 2024Q3: 3,651 shares 3,651 $107K 0.02% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 77 shares; 2023Q1: 77 shares; 2023Q2: 77 shares; 2023Q3: 71 shares; 2023Q4: 98 shares; 2024Q1: 156 shares; 2024Q2: 157 shares; 2024Q3: 128 shares 128 $107K 0.02% -29 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 920 shares; 2023Q4: 920 shares; 2024Q1: 920 shares; 2024Q2: 920 shares; 2024Q3: 1,047 shares 1,047 $105K 0.02% +127 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 308 shares; 2023Q4: 339 shares; 2024Q1: 1,157 shares; 2024Q2: 1,157 shares; 2024Q3: 1,111 shares 1,111 $104K 0.02% -46 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,864 shares; 2024Q1: 1,864 shares; 2024Q2: 1,660 shares; 2024Q3: 1,792 shares 1,792 $104K 0.02% +132 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,069 shares; 2023Q1: 1,069 shares; 2023Q2: 1,069 shares; 2023Q3: 1,032 shares; 2023Q4: 978 shares; 2024Q1: 998 shares; 2024Q2: 942 shares; 2024Q3: 989 shares 989 $103K 0.02% +47 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 4,183 shares; 2023Q1: 4,183 shares; 2023Q2: 4,183 shares; 2023Q3: 5,476 shares; 2023Q4: 5,476 shares; 2024Q1: 2,866 shares; 2024Q2: 2,413 shares; 2024Q3: 2,919 shares 2,919 $102K 0.02% +506 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 4,398 shares; 2023Q1: 4,398 shares; 2023Q2: 4,398 shares; 2023Q3: 4,398 shares; 2023Q4: 3,702 shares; 2024Q1: 1,902 shares; 2024Q2: 1,902 shares; 2024Q3: 1,902 shares 1,902 $102K 0.02% 0 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,998 shares 3,998 $102K 0.02% new Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,971 shares 3,971 $102K 0.02% new Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,979 shares 3,979 $101K 0.02% new Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 36,054 shares; 2023Q1: 36,054 shares; 2023Q2: 36,054 shares; 2023Q3: 36,431 shares; 2023Q4: 30,500 shares; 2024Q1: 18,407 shares; 2024Q2: 3,485 shares; 2024Q3: 2,715 shares 2,715 $101K 0.02% -770 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 316 shares; 2023Q1: 316 shares; 2023Q2: 316 shares; 2023Q3: 261 shares; 2023Q4: 261 shares; 2024Q1: 261 shares; 2024Q2: 692 shares; 2024Q3: 717 shares 717 $100K 0.02% +25 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 50,300 shares; 2023Q1: 50,300 shares; 2023Q2: 50,300 shares; 2023Q3: 9,593 shares; 2023Q4: 6,055 shares; 2024Q1: 6,729 shares; 2024Q2: 6,786 shares; 2024Q3: 4,262 shares 4,262 $99.9K 0.02% -2,524 Timeline PK PARK HOTELS & RESORTS INC More: the full row for PARK HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,408 shares; 2023Q4: 1,408 shares; 2024Q1: 5,076 shares; 2024Q2: 5,076 shares; 2024Q3: 7,084 shares 7,084 $99.9K 0.02% +2,008 Timeline DNL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,763 shares; 2023Q4: 2,509 shares; 2024Q1: 2,509 shares; 2024Q2: 2,526 shares; 2024Q3: 2,526 shares 2,526 $99.5K 0.02% 0 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 22 shares; 2023Q1: 22 shares; 2023Q2: 22 shares; 2023Q3: 264 shares; 2023Q4: 68 shares; 2024Q1: 68 shares; 2024Q2: 68 shares; 2024Q3: 637 shares 637 $98.9K 0.02% +569 Timeline APOG APOGEE ENTERPRISES INC More: the full row for APOGEE ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,120 shares; 2023Q1: 1,120 shares; 2023Q2: 1,120 shares; 2023Q3: 748 shares; 2023Q4: 748 shares; 2024Q1: 748 shares; 2024Q2: 1,378 shares; 2024Q3: 1,399 shares 1,399 $98K 0.02% +21 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 173 shares; 2023Q1: 173 shares; 2023Q2: 173 shares; 2023Q3: 93 shares; 2023Q4: 192 shares; 2024Q1: 1,161 shares; 2024Q2: 1,161 shares; 2024Q3: 1,161 shares 1,161 $97.2K 0.02% 0 Timeline XONE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,212 shares; 2024Q2: 1,212 shares; 2024Q3: 1,916 shares 1,916 $95.7K 0.02% +704 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,016 shares; 2024Q2: 2,272 shares; 2024Q3: 2,588 shares 2,588 $95.3K 0.02% +316 Timeline SFST SOUTHERN FIRST BANCSHARES More: the full row for SOUTHERN FIRST BANCSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 780 shares; 2023Q1: 780 shares; 2023Q2: 780 shares; 2023Q3: 780 shares; 2023Q4: 2,780 shares; 2024Q1: 2,780 shares; 2024Q2: 2,780 shares; 2024Q3: 2,780 shares 2,780 $94.7K 0.02% 0 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,399 shares; 2023Q1: 1,399 shares; 2023Q2: 1,399 shares; 2023Q3: 1,183 shares; 2023Q4: 1,186 shares; 2024Q1: 1,188 shares; 2024Q2: 1,026 shares; 2024Q3: 1,159 shares 1,159 $93.1K 0.02% +133 Timeline ENVA ENOVA INTL INC More: the full row for ENOVA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 46,990 shares; 2023Q1: 46,990 shares; 2023Q2: 46,990 shares; 2023Q3: 1,266 shares; 2023Q4: 1,111 shares; 2024Q1: 1,111 shares; 2024Q2: 1,111 shares; 2024Q3: 1,111 shares 1,111 $93.1K 0.02% 0 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 688 shares; 2023Q1: 688 shares; 2023Q2: 688 shares; 2023Q3: 688 shares; 2023Q4: 988 shares; 2024Q1: 1,153 shares; 2024Q2: 988 shares; 2024Q3: 988 shares 988 $92K 0.02% 0 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 774 shares; 2023Q4: 774 shares; 2024Q1: 774 shares; 2024Q2: 774 shares; 2024Q3: 774 shares 774 $91.8K 0.02% 0 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,595 shares; 2023Q1: 1,595 shares; 2023Q2: 1,595 shares; 2023Q3: 1,693 shares; 2023Q4: 1,693 shares; 2024Q1: 1,773 shares; 2024Q2: 1,851 shares; 2024Q3: 1,851 shares 1,851 $90.8K 0.02% 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; 2022Q4: 45 shares; 2023Q1: 45 shares; 2023Q2: 45 shares; 2023Q3: 90 shares; 2023Q4: 149 shares; 2024Q1: 141 shares; 2024Q2: 141 shares; 2024Q3: 491 shares 491 $90.8K 0.02% +350 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 64,366 shares; 2023Q1: 64,366 shares; 2023Q2: 64,366 shares; 2023Q3: 26,618 shares; 2023Q4: 7,500 shares; 2024Q1: 5,687 shares; 2024Q2: 2,118 shares; 2024Q3: 2,144 shares 2,144 $89.9K 0.02% +26 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 267 shares; 2023Q1: 267 shares; 2023Q2: 267 shares; 2023Q3: 474 shares; 2023Q4: 362 shares; 2024Q1: 362 shares; 2024Q2: 403 shares; 2024Q3: 388 shares 388 $89.3K 0.02% -15 Timeline CWT CALIFORNIA WTR SVC GROUP More: the full row for CALIFORNIA WTR SVC GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 753 shares; 2023Q1: 753 shares; 2023Q2: 753 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,616 shares 1,616 $87.6K 0.01% new Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 50 shares; 2024Q2: 48 shares; 2024Q3: 519 shares 519 $87.5K 0.01% +471 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 190 shares; 2023Q1: 190 shares; 2023Q2: 190 shares; 2023Q3: not reported; 2023Q4: 85 shares; 2024Q1: 85 shares; 2024Q2: 85 shares; 2024Q3: 1,085 shares 1,085 $87K 0.01% +1,000 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 544 shares; 2023Q1: 544 shares; 2023Q2: 544 shares; 2023Q3: 1,229 shares; 2023Q4: 1,210 shares; 2024Q1: 1,457 shares; 2024Q2: 1,458 shares; 2024Q3: 1,459 shares 1,459 $86.7K 0.01% +1 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 16 shares; 2023Q1: 16 shares; 2023Q2: 16 shares; 2023Q3: 65 shares; 2023Q4: 114 shares; 2024Q1: 129 shares; 2024Q2: 170 shares; 2024Q3: 361 shares 361 $86.6K 0.01% +191 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 841 shares; 2023Q1: 841 shares; 2023Q2: 841 shares; 2023Q3: 853 shares; 2023Q4: 783 shares; 2024Q1: 783 shares; 2024Q2: 783 shares; 2024Q3: 783 shares 783 $86.5K 0.01% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 205 shares; 2023Q4: 174 shares; 2024Q1: 160 shares; 2024Q2: 181 shares; 2024Q3: 181 shares 181 $86.3K 0.01% 0 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; 2022Q4: 362 shares; 2023Q1: 362 shares; 2023Q2: 362 shares; 2023Q3: 362 shares; 2023Q4: 362 shares; 2024Q1: 1,235 shares; 2024Q2: 1,443 shares; 2024Q3: 1,361 shares 1,361 $86.1K 0.01% -82 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 188,038 shares; 2023Q1: 188,038 shares; 2023Q2: 188,038 shares; 2023Q3: 6,295 shares; 2023Q4: 5,000 shares; 2024Q1: 726 shares; 2024Q2: 726 shares; 2024Q3: 4,736 shares 4,736 $85.7K 0.01% +4,010 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 441 shares; 2023Q1: 441 shares; 2023Q2: 441 shares; 2023Q3: 545 shares; 2023Q4: 383 shares; 2024Q1: 383 shares; 2024Q2: 572 shares; 2024Q3: 1,479 shares 1,479 $85.2K 0.01% +907 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 201 shares; 2023Q1: 201 shares; 2023Q2: 201 shares; 2023Q3: 263 shares; 2023Q4: 263 shares; 2024Q1: 263 shares; 2024Q2: 263 shares; 2024Q3: 263 shares 263 $85.2K 0.01% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 32 shares; 2023Q1: 32 shares; 2023Q2: 32 shares; 2023Q3: 32 shares; 2023Q4: 32 shares; 2024Q1: 118 shares; 2024Q2: 153 shares; 2024Q3: 153 shares 153 $85.1K 0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,365 shares; 2023Q1: 1,365 shares; 2023Q2: 1,365 shares; 2023Q3: 1,115 shares; 2023Q4: 1,022 shares; 2024Q1: 1,285 shares; 2024Q2: 1,431 shares; 2024Q3: 1,447 shares 1,447 $85.1K 0.01% +16 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,279 shares; 2023Q4: 1,279 shares; 2024Q1: 2,079 shares; 2024Q2: 2,079 shares; 2024Q3: 3,466 shares 3,466 $84.4K 0.01% +1,387 Timeline KSS KOHLS CORP More: the full row for KOHLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,000 shares 4,000 $84.4K 0.01% new Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 12,949 shares; 2023Q1: 12,949 shares; 2023Q2: 12,949 shares; 2023Q3: 1,718 shares; 2023Q4: 1,679 shares; 2024Q1: 1,639 shares; 2024Q2: 1,422 shares; 2024Q3: 1,339 shares 1,339 $84K 0.01% -83 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,134 shares; 2023Q4: 1,060 shares; 2024Q1: 1,062 shares; 2024Q2: 1,062 shares; 2024Q3: 756 shares 756 $83.5K 0.01% -306 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,372 shares; 2023Q1: 1,372 shares; 2023Q2: 1,372 shares; 2023Q3: 291 shares; 2023Q4: 291 shares; 2024Q1: 291 shares; 2024Q2: 294 shares; 2024Q3: 241 shares 241 $83.2K 0.01% -53 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 408 shares; 2023Q1: 408 shares; 2023Q2: 408 shares; 2023Q3: 649 shares; 2023Q4: 635 shares; 2024Q1: 622 shares; 2024Q2: 1,272 shares; 2024Q3: 1,272 shares 1,272 $82.9K 0.01% 0 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,387 shares 2,387 $81.8K 0.01% new Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 131 shares; 2023Q4: 166 shares; 2024Q1: 170 shares; 2024Q2: 209 shares; 2024Q3: 200 shares 200 $81.3K 0.01% -9 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 41 shares; 2023Q1: 41 shares; 2023Q2: 41 shares; 2023Q3: 447 shares; 2023Q4: 379 shares; 2024Q1: 324 shares; 2024Q2: 407 shares; 2024Q3: 419 shares 419 $81.2K 0.01% +12 Timeline SFNC SIMMONS FIRST NATL CORP More: the full row for SIMMONS FIRST NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 5,949 shares; 2023Q1: 5,949 shares; 2023Q2: 5,949 shares; 2023Q3: 4,949 shares; 2023Q4: 4,949 shares; 2024Q1: 4,949 shares; 2024Q2: 3,749 shares; 2024Q3: 3,749 shares 3,749 $80.8K 0.01% 0 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 3,306 shares; 2023Q4: 3,490 shares; 2024Q1: 3,057 shares; 2024Q2: 4,369 shares; 2024Q3: 3,485 shares 3,485 $80.6K 0.01% -884 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,627 shares; 2023Q1: 1,627 shares; 2023Q2: 1,627 shares; 2023Q3: 707 shares; 2023Q4: 909 shares; 2024Q1: 909 shares; 2024Q2: 976 shares; 2024Q3: 976 shares 976 $80.5K 0.01% 0 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 756 shares; 2023Q1: 756 shares; 2023Q2: 756 shares; 2023Q3: 756 shares; 2023Q4: 756 shares; 2024Q1: 756 shares; 2024Q2: 631 shares; 2024Q3: 631 shares 631 $79.5K 0.01% 0 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 274 shares; 2023Q1: 274 shares; 2023Q2: 274 shares; 2023Q3: 274 shares; 2023Q4: 274 shares; 2024Q1: 490 shares; 2024Q2: 2,056 shares; 2024Q3: 1,447 shares 1,447 $79K 0.01% -609 Timeline WEN WENDYS CO More: the full row for WENDYS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 828 shares; 2023Q1: 828 shares; 2023Q2: 828 shares; 2023Q3: 5,150 shares; 2023Q4: 5,150 shares; 2024Q1: 4,510 shares; 2024Q2: 4,510 shares; 2024Q3: 4,510 shares 4,510 $79K 0.01% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 16 shares; 2023Q1: 16 shares; 2023Q2: 16 shares; 2023Q3: 3 shares; 2023Q4: 3 shares; 2024Q1: 3 shares; 2024Q2: 300 shares; 2024Q3: 1,350 shares 1,350 $77.8K 0.01% +1,050 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 279 shares; 2023Q1: 279 shares; 2023Q2: 279 shares; 2023Q3: 268 shares; 2023Q4: 258 shares; 2024Q1: 2,378 shares; 2024Q2: 379 shares; 2024Q3: 404 shares 404 $77.6K 0.01% +25 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,574 shares; 2023Q1: 1,574 shares; 2023Q2: 1,574 shares; 2023Q3: 1,345 shares; 2023Q4: 659 shares; 2024Q1: 550 shares; 2024Q2: 622 shares; 2024Q3: 622 shares 622 $77.4K 0.01% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,568 shares; 2023Q1: 1,568 shares; 2023Q2: 1,568 shares; 2023Q3: 657 shares; 2023Q4: 657 shares; 2024Q1: 657 shares; 2024Q2: 657 shares; 2024Q3: 657 shares 657 $77.1K 0.01% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 368 shares; 2023Q1: 368 shares; 2023Q2: 368 shares; 2023Q3: 1,134 shares; 2023Q4: 1,640 shares; 2024Q1: 1,649 shares; 2024Q2: 1,711 shares; 2024Q3: 1,078 shares 1,078 $76.7K 0.01% -633 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 479 shares; 2023Q1: 479 shares; 2023Q2: 479 shares; 2023Q3: 427 shares; 2023Q4: 481 shares; 2024Q1: 640 shares; 2024Q2: 640 shares; 2024Q3: 640 shares 640 $76.5K 0.01% 0 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 27 shares; 2023Q1: 27 shares; 2023Q2: 27 shares; 2023Q3: 1,425 shares; 2023Q4: 728 shares; 2024Q1: 728 shares; 2024Q2: 754 shares; 2024Q3: 734 shares 734 $75.8K 0.01% -20 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 368 shares; 2023Q1: 368 shares; 2023Q2: 368 shares; 2023Q3: 376 shares; 2023Q4: 389 shares; 2024Q1: 391 shares; 2024Q2: 404 shares; 2024Q3: 574 shares 574 $75.4K 0.01% +170 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 19 shares; 2023Q1: 19 shares; 2023Q2: 19 shares; 2023Q3: 103 shares; 2023Q4: 103 shares; 2024Q1: 77 shares; 2024Q2: 77 shares; 2024Q3: 933 shares 933 $75.1K 0.01% +856 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 915 shares; 2023Q1: 915 shares; 2023Q2: 915 shares; 2023Q3: 1,488 shares; 2023Q4: 1,449 shares; 2024Q1: 1,449 shares; 2024Q2: 568 shares; 2024Q3: 571 shares 571 $75K 0.01% +3 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 65 shares; 2023Q1: 65 shares; 2023Q2: 65 shares; 2023Q3: 79 shares; 2023Q4: 105 shares; 2024Q1: 105 shares; 2024Q2: 145 shares; 2024Q3: 145 shares 145 $74.9K 0.01% 0 Timeline STXK EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,089 shares; 2024Q3: 2,386 shares 2,386 $74.9K 0.01% +297 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 4,123 shares; 2023Q1: 4,123 shares; 2023Q2: 4,123 shares; 2023Q3: 4,123 shares; 2023Q4: 4,123 shares; 2024Q1: 4,123 shares; 2024Q2: 4,123 shares; 2024Q3: 4,123 shares 4,123 $74.4K 0.01% 0 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 224 shares; 2023Q1: 224 shares; 2023Q2: 224 shares; 2023Q3: 536 shares; 2023Q4: 1,116 shares; 2024Q1: 1,116 shares; 2024Q2: 1,128 shares; 2024Q3: 1,091 shares 1,091 $73.1K 0.01% -37 Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,500 shares; 2024Q1: 1,500 shares; 2024Q2: 1,500 shares; 2024Q3: 1,500 shares 1,500 $73.1K 0.01% 0 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 116 shares; 2023Q1: 116 shares; 2023Q2: 116 shares; 2023Q3: 100 shares; 2023Q4: 280 shares; 2024Q1: 310 shares; 2024Q2: 310 shares; 2024Q3: 310 shares 310 $72.2K 0.01% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 325 shares; 2023Q1: 325 shares; 2023Q2: 325 shares; 2023Q3: 325 shares; 2023Q4: 325 shares; 2024Q1: 1,400 shares; 2024Q2: 1,620 shares; 2024Q3: 1,759 shares 1,759 $71.3K 0.01% +139 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,000 shares; 2023Q1: 1,000 shares; 2023Q2: 1,000 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,355 shares; 2024Q2: 1,455 shares; 2024Q3: 1,455 shares 1,455 $71.1K 0.01% 0 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 815 shares; 2023Q1: 815 shares; 2023Q2: 815 shares; 2023Q3: not reported; 2023Q4: 1,450 shares; 2024Q1: 1,450 shares; 2024Q2: 1,450 shares; 2024Q3: 1,450 shares 1,450 $70.6K 0.01% 0 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 525 shares; 2023Q1: 525 shares; 2023Q2: 525 shares; 2023Q3: 466 shares; 2023Q4: 466 shares; 2024Q1: 512 shares; 2024Q2: 535 shares; 2024Q3: 512 shares 512 $70.4K 0.01% -23 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 87 shares; 2023Q1: 1,087 shares; 2023Q2: 1,087 shares; 2023Q3: 1,024 shares; 2023Q4: 1,126 shares; 2024Q1: 267 shares; 2024Q2: 272 shares; 2024Q3: 204 shares 204 $69.7K 0.01% -68 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,040 shares; 2023Q1: 1,040 shares; 2023Q2: 1,040 shares; 2023Q3: 880 shares; 2023Q4: 880 shares; 2024Q1: 880 shares; 2024Q2: 880 shares; 2024Q3: 880 shares 880 $69.6K 0.01% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 4 shares; 2023Q1: 4 shares; 2023Q2: 4 shares; 2023Q3: 4 shares; 2023Q4: 4 shares; 2024Q1: 12 shares; 2024Q2: 12 shares; 2024Q3: 260 shares 260 $68.5K 0.01% +248 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,303 shares 2,303 $67.9K 0.01% new Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 644 shares; 2023Q1: 644 shares; 2023Q2: 644 shares; 2023Q3: 523 shares; 2023Q4: 793 shares; 2024Q1: 586 shares; 2024Q2: 484 shares; 2024Q3: 472 shares 472 $67.7K 0.01% -12 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 576 shares; 2023Q1: 576 shares; 2023Q2: 576 shares; 2023Q3: 331 shares; 2023Q4: 420 shares; 2024Q1: 790 shares; 2024Q2: 548 shares; 2024Q3: 548 shares 548 $67.4K 0.01% 0 Timeline