IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 58,355 shares; 2023Q1: 58,355 shares; 2023Q2: 58,355 shares; 2023Q3: 61,623 shares; 2023Q4: 61,687 shares; 2024Q1: 59,793 shares 59,793 $31.4M 6.07% -1,894 Timeline IMTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 269,874 shares; 2023Q1: 269,874 shares; 2023Q2: 269,874 shares; 2023Q3: 527,036 shares; 2023Q4: 540,372 shares; 2024Q1: 518,712 shares 518,712 $22.3M 4.3% -21,660 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 205,123 shares; 2023Q1: 205,123 shares; 2023Q2: 205,123 shares; 2023Q3: 211,946 shares; 2023Q4: 213,262 shares; 2024Q1: 206,055 shares 206,055 $15.3M 2.95% -7,207 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 110,984 shares; 2023Q1: 110,984 shares; 2023Q2: 110,976 shares; 2023Q3: 108,316 shares; 2023Q4: 106,964 shares; 2024Q1: 86,247 shares 86,247 $14.8M 2.86% -20,717 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 104,978 shares; 2023Q1: 104,978 shares; 2023Q2: 104,978 shares; 2023Q3: 109,717 shares; 2023Q4: 114,995 shares; 2024Q1: 114,041 shares 114,041 $12.6M 2.43% -954 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 450,022 shares; 2023Q1: 450,022 shares; 2023Q2: 450,022 shares; 2023Q3: 551,219 shares; 2023Q4: 563,688 shares; 2024Q1: 552,626 shares 552,626 $12.2M 2.37% -11,062 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 410,135 shares; 2023Q1: 410,135 shares; 2023Q2: 410,135 shares; 2023Q3: 519,925 shares; 2023Q4: 527,733 shares; 2024Q1: 519,526 shares 519,526 $12.1M 2.33% -8,207 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 96,501 shares; 2023Q1: 96,501 shares; 2023Q2: 96,501 shares; 2023Q3: 368,019 shares; 2023Q4: 458,759 shares; 2024Q1: 525,178 shares 525,178 $11.8M 2.28% +66,419 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 139,133 shares; 2023Q1: 139,133 shares; 2023Q2: 139,133 shares; 2023Q3: 152,717 shares; 2023Q4: 154,613 shares; 2024Q1: 150,881 shares 150,881 $11.5M 2.22% -3,732 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 73,387 shares; 2023Q4: 99,762 shares; 2024Q1: 115,464 shares 115,464 $10.6M 2.05% +15,702 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 37,527 shares; 2023Q1: 37,527 shares; 2023Q2: 37,527 shares; 2023Q3: 36,992 shares; 2023Q4: 37,612 shares; 2024Q1: 25,066 shares 25,066 $10.5M 2.04% -12,546 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,327 shares; 2023Q1: 4,327 shares; 2023Q2: 4,327 shares; 2023Q3: 20,577 shares; 2023Q4: 27,213 shares; 2024Q1: 31,161 shares 31,161 $8.98M 1.73% +3,948 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 52,205 shares; 2023Q1: 52,205 shares; 2023Q2: 52,205 shares; 2023Q3: 115,912 shares; 2023Q4: 151,892 shares; 2024Q1: 173,017 shares 173,017 $8.73M 1.69% +21,125 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 124,931 shares; 2023Q1: 124,931 shares; 2023Q2: 124,931 shares; 2023Q3: 155,721 shares; 2023Q4: 160,414 shares; 2024Q1: 160,606 shares 160,606 $8.29M 1.6% +192 Timeline ISHARES ISHARES More: the full row for ISHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 242,536 shares; 2023Q1: 242,536 shares; 2023Q2: 242,536 shares; 2023Q3: 271,401 shares; 2023Q4: 265,617 shares; 2024Q1: 260,548 shares 260,548 $6.53M 1.26% -5,069 ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 208,875 shares; 2023Q1: 208,875 shares; 2023Q2: 208,875 shares; 2023Q3: 238,133 shares; 2023Q4: 229,456 shares; 2024Q1: 227,603 shares 227,603 $5.65M 1.09% -1,853 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 90,021 shares; 2023Q1: 90,021 shares; 2023Q2: 90,021 shares; 2023Q3: 76,644 shares; 2023Q4: 67,102 shares; 2024Q1: 63,337 shares 63,337 $5.6M 1.08% -3,765 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 207,349 shares; 2023Q1: 207,349 shares; 2023Q2: 207,349 shares; 2023Q3: 235,792 shares; 2023Q4: 230,419 shares; 2024Q1: 228,281 shares 228,281 $5.44M 1.05% -2,138 Timeline 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 148,896 shares 148,896 $5.43M 1.05% new Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 16,195 shares; 2023Q1: 17,195 shares; 2023Q2: 17,195 shares; 2023Q3: 16,678 shares; 2023Q4: 16,335 shares; 2024Q1: 10,905 shares 10,905 $5.3M 1.02% -5,430 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,987 shares; 2023Q1: 1,987 shares; 2023Q2: 1,987 shares; 2023Q3: 1,968 shares; 2023Q4: 59,077 shares; 2024Q1: 61,143 shares 61,143 $5.25M 1.01% +2,066 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 23,124 shares; 2023Q1: 23,124 shares; 2023Q2: 23,124 shares; 2023Q3: 22,925 shares; 2023Q4: 25,342 shares; 2024Q1: 29,080 shares 29,080 $5.25M 1.01% +3,738 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 37,517 shares; 2023Q1: 37,517 shares; 2023Q2: 37,517 shares; 2023Q3: 35,468 shares; 2023Q4: 35,103 shares; 2024Q1: 32,968 shares 32,968 $4.98M 0.96% -2,135 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 43,995 shares; 2023Q1: 43,995 shares; 2023Q2: 43,995 shares; 2023Q3: 39,458 shares; 2023Q4: 44,858 shares; 2024Q1: 40,915 shares 40,915 $4.72M 0.91% -3,943 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 50,092 shares; 2023Q1: 50,092 shares; 2023Q2: 50,092 shares; 2023Q3: 151,383 shares; 2023Q4: 131,194 shares; 2024Q1: 127,588 shares 127,588 $4.69M 0.91% -3,606 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 89,528 shares; 2023Q4: 82,816 shares; 2024Q1: 82,582 shares 82,582 $4.17M 0.8% -234 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,178 shares; 2023Q1: 3,178 shares; 2023Q2: 5,678 shares; 2023Q3: 4,230 shares; 2023Q4: 5,759 shares; 2024Q1: 4,173 shares 4,173 $3.77M 0.73% -1,586 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,640 shares; 2023Q1: 2,640 shares; 2023Q2: 2,640 shares; 2023Q3: 2,801 shares; 2023Q4: 2,742 shares; 2024Q1: 2,677 shares 2,677 $3.55M 0.69% -65 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 11,055 shares; 2023Q1: 11,055 shares; 2023Q2: 11,055 shares; 2023Q3: 14,941 shares; 2023Q4: 16,627 shares; 2024Q1: 18,350 shares 18,350 $3.52M 0.68% +1,723 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 15,013 shares; 2023Q1: 15,013 shares; 2023Q2: 15,013 shares; 2023Q3: 17,358 shares; 2023Q4: 19,319 shares; 2024Q1: 21,536 shares 21,536 $3.36M 0.65% +2,217 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 107,175 shares; 2023Q1: 107,175 shares; 2023Q2: 107,175 shares; 2023Q3: 174,875 shares; 2023Q4: 194,711 shares; 2024Q1: 191,210 shares 191,210 $3.23M 0.62% -3,501 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 46,396 shares 46,396 $2.93M 0.57% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 26,765 shares; 2023Q1: 26,765 shares; 2023Q2: 26,765 shares; 2023Q3: 24,289 shares; 2023Q4: 23,920 shares; 2024Q1: 25,886 shares 25,886 $2.76M 0.53% +1,966 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,004 shares; 2023Q1: 4,004 shares; 2023Q2: 4,004 shares; 2023Q3: 25,850 shares; 2023Q4: 29,038 shares; 2024Q1: 33,675 shares 33,675 $2.75M 0.53% +4,637 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 32,348 shares; 2023Q1: 32,348 shares; 2023Q2: 32,348 shares; 2023Q3: 49,259 shares; 2023Q4: 54,736 shares; 2024Q1: 63,933 shares 63,933 $2.69M 0.52% +9,197 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,826 shares; 2023Q1: 5,826 shares; 2023Q2: 5,826 shares; 2023Q3: 6,217 shares; 2023Q4: 6,229 shares; 2024Q1: 6,936 shares 6,936 $2.66M 0.51% +707 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 21,807 shares; 2023Q1: 21,807 shares; 2023Q2: 21,807 shares; 2023Q3: 23,262 shares; 2023Q4: 23,246 shares; 2024Q1: 26,277 shares 26,277 $2.54M 0.49% +3,031 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 24,473 shares; 2023Q1: 24,473 shares; 2023Q2: 24,473 shares; 2023Q3: 19,687 shares; 2023Q4: 19,281 shares; 2024Q1: 16,296 shares 16,296 $2.48M 0.48% -2,985 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 12,312 shares; 2023Q1: 12,312 shares; 2023Q2: 12,312 shares; 2023Q3: 12,891 shares; 2023Q4: 12,479 shares; 2024Q1: 12,386 shares 12,386 $2.48M 0.48% -93 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 20,336 shares; 2023Q1: 20,336 shares; 2023Q2: 20,336 shares; 2023Q3: 41,214 shares; 2023Q4: 52,395 shares; 2024Q1: 55,759 shares 55,759 $2.46M 0.48% +3,364 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 6,412 shares; 2023Q1: 6,412 shares; 2023Q2: 6,412 shares; 2023Q3: 6,318 shares; 2023Q4: 7,916 shares; 2024Q1: 7,880 shares 7,880 $2.37M 0.46% -36 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 40,169 shares; 2023Q1: 40,169 shares; 2023Q2: 40,169 shares; 2023Q3: 34,562 shares; 2023Q4: 34,885 shares; 2024Q1: 28,305 shares 28,305 $2.31M 0.45% -6,580 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 9,075 shares; 2023Q1: 9,075 shares; 2023Q2: 9,075 shares; 2023Q3: 8,836 shares; 2023Q4: 13,370 shares; 2024Q1: 8,121 shares 8,121 $2.31M 0.45% -5,249 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 12,091 shares; 2023Q1: 12,219 shares; 2023Q2: 12,219 shares; 2023Q3: 12,773 shares; 2023Q4: 13,515 shares; 2024Q1: 14,118 shares 14,118 $2.29M 0.44% +603 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 21,197 shares; 2023Q1: 21,197 shares; 2023Q2: 19,863 shares; 2023Q3: 35,361 shares; 2023Q4: 34,893 shares; 2024Q1: 40,838 shares 40,838 $2.27M 0.44% +5,945 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 42,606 shares; 2023Q1: 42,606 shares; 2023Q2: 42,606 shares; 2023Q3: 46,754 shares; 2023Q4: 43,902 shares; 2024Q1: 44,388 shares 44,388 $2.22M 0.43% +486 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 8,070 shares; 2023Q1: 8,070 shares; 2023Q2: 8,070 shares; 2023Q3: 7,922 shares; 2023Q4: 7,243 shares; 2024Q1: 35,831 shares 35,831 $2.18M 0.42% +28,588 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 8,237 shares; 2023Q1: 10,237 shares; 2023Q2: 16,237 shares; 2023Q3: 13,657 shares; 2023Q4: 15,270 shares; 2024Q1: 15,653 shares 15,653 $2.16M 0.42% +383 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 10,758 shares; 2023Q1: 10,758 shares; 2023Q2: 10,758 shares; 2023Q3: 11,716 shares; 2023Q4: 11,539 shares; 2024Q1: 11,764 shares 11,764 $2.14M 0.41% +225 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 35,100 shares; 2023Q1: 35,100 shares; 2023Q2: 35,100 shares; 2023Q3: 45,100 shares; 2023Q4: 45,100 shares; 2024Q1: 42,720 shares 42,720 $2.1M 0.41% -2,380 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 45,999 shares; 2023Q1: 45,999 shares; 2023Q2: 45,999 shares; 2023Q3: 49,082 shares; 2023Q4: 46,522 shares; 2024Q1: 52,086 shares 52,086 $2.03M 0.39% +5,564 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 12,885 shares; 2023Q1: 12,885 shares; 2023Q2: 12,885 shares; 2023Q3: 12,961 shares; 2023Q4: 11,747 shares; 2024Q1: 11,947 shares 11,947 $2.02M 0.39% +200 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,284 shares; 2023Q1: 1,284 shares; 2023Q2: 5,284 shares; 2023Q3: 3,071 shares; 2023Q4: 4,816 shares; 2024Q1: 4,792 shares 4,792 $2M 0.39% -24 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 18,052 shares; 2023Q1: 18,052 shares; 2023Q2: 18,052 shares; 2023Q3: 23,632 shares; 2023Q4: 24,835 shares; 2024Q1: 25,861 shares 25,861 $1.97M 0.38% +1,026 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,769 shares; 2023Q1: 1,769 shares; 2023Q2: 2,019 shares; 2023Q3: 1,937 shares; 2023Q4: 2,086 shares; 2024Q1: 2,023 shares 2,023 $1.95M 0.38% -63 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 22,109 shares; 2023Q1: 22,109 shares; 2023Q2: 22,109 shares; 2023Q3: 21,831 shares; 2023Q4: 33,825 shares; 2024Q1: 31,496 shares 31,496 $1.93M 0.37% -2,329 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 12,458 shares; 2023Q1: 12,458 shares; 2023Q2: 12,458 shares; 2023Q3: 13,728 shares; 2023Q4: 14,243 shares; 2024Q1: 15,789 shares 15,789 $1.91M 0.37% +1,546 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 845 shares; 2023Q1: 845 shares; 2023Q2: 845 shares; 2023Q3: 1,283 shares; 2023Q4: 9,873 shares; 2024Q1: 28,101 shares 28,101 $1.88M 0.36% +18,228 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 17,338 shares; 2023Q1: 16,338 shares; 2023Q2: 16,338 shares; 2023Q3: 13,931 shares; 2023Q4: 12,628 shares; 2024Q1: 11,571 shares 11,571 $1.87M 0.36% -1,057 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,310 shares; 2023Q1: 4,310 shares; 2023Q2: 4,310 shares; 2023Q3: 4,277 shares; 2023Q4: 4,378 shares; 2024Q1: 5,060 shares 5,060 $1.85M 0.36% +682 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 8,699 shares; 2023Q1: 8,699 shares; 2023Q2: 8,699 shares; 2023Q3: 9,910 shares; 2023Q4: 9,898 shares; 2024Q1: 30,292 shares 30,292 $1.82M 0.35% +20,394 Timeline OLN OLIN CORP More: the full row for OLIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 5,000 shares; 2023Q2: 5,000 shares; 2023Q3: 37,569 shares; 2023Q4: 30,783 shares; 2024Q1: 30,839 shares 30,839 $1.81M 0.35% +56 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,294 shares; 2023Q1: 1,294 shares; 2023Q2: 1,293 shares; 2023Q3: 5,672 shares; 2023Q4: 8,853 shares; 2024Q1: 9,282 shares 9,282 $1.79M 0.35% +429 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 9,029 shares; 2023Q1: 9,029 shares; 2023Q2: 9,029 shares; 2023Q3: 7,696 shares; 2023Q4: 10,374 shares; 2024Q1: 15,277 shares 15,277 $1.78M 0.34% +4,903 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 45,979 shares; 2023Q1: 45,979 shares; 2023Q2: 45,979 shares; 2023Q3: 29,793 shares; 2023Q4: 31,390 shares; 2024Q1: 34,287 shares 34,287 $1.77M 0.34% +2,897 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 36,199 shares; 2023Q1: 36,199 shares; 2023Q2: 36,199 shares; 2023Q3: 46,893 shares; 2023Q4: 38,512 shares; 2024Q1: 38,575 shares 38,575 $1.62M 0.31% +63 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 9,633 shares; 2023Q1: 12,133 shares; 2023Q2: 12,133 shares; 2023Q3: 10,883 shares; 2023Q4: 11,622 shares; 2024Q1: 10,173 shares 10,173 $1.6M 0.31% -1,449 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 6,345 shares; 2023Q1: 6,345 shares; 2023Q2: 6,345 shares; 2023Q3: 17,431 shares; 2023Q4: 22,494 shares; 2024Q1: 35,213 shares 35,213 $1.56M 0.3% +12,719 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,801 shares; 2023Q1: 1,801 shares; 2023Q2: 1,801 shares; 2023Q3: 1,721 shares; 2023Q4: 1,686 shares; 2024Q1: 2,007 shares 2,007 $1.56M 0.3% +321 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,471 shares; 2023Q1: 3,471 shares; 2023Q2: 3,471 shares; 2023Q3: 3,069 shares; 2023Q4: 2,975 shares; 2024Q1: 3,018 shares 3,018 $1.49M 0.29% +43 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,161 shares; 2023Q1: 1,161 shares; 2023Q2: 1,161 shares; 2023Q3: 5,804 shares; 2023Q4: 6,001 shares; 2024Q1: 16,117 shares 16,117 $1.48M 0.29% +10,116 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 5,544 shares; 2023Q4: 21,461 shares; 2024Q1: 21,938 shares 21,938 $1.48M 0.29% +477 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 46,645 shares; 2023Q1: 46,645 shares; 2023Q2: 38,782 shares; 2023Q3: 33,709 shares; 2023Q4: 30,946 shares; 2024Q1: 27,925 shares 27,925 $1.47M 0.28% -3,021 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 52,402 shares; 2023Q1: 52,402 shares; 2023Q2: 52,402 shares; 2023Q3: 55,116 shares; 2023Q4: 28,192 shares; 2024Q1: 27,090 shares 27,090 $1.47M 0.28% -1,102 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 9,370 shares; 2023Q1: 9,370 shares; 2023Q2: 9,370 shares; 2023Q3: 9,639 shares; 2023Q4: 8,599 shares; 2024Q1: 8,571 shares 8,571 $1.46M 0.28% -28 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,713 shares; 2023Q1: 1,713 shares; 2023Q2: 1,713 shares; 2023Q3: 1,514 shares; 2023Q4: 1,447 shares; 2024Q1: 1,429 shares 1,429 $1.45M 0.28% -18 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 37,761 shares; 2023Q1: 37,761 shares; 2023Q2: 37,761 shares; 2023Q3: 33,229 shares; 2023Q4: 30,795 shares; 2024Q1: 29,273 shares 29,273 $1.45M 0.28% -1,522 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,126 shares; 2023Q1: 5,126 shares; 2023Q2: 5,126 shares; 2023Q3: 16,238 shares; 2023Q4: 18,617 shares; 2024Q1: 30,466 shares 30,466 $1.4M 0.27% +11,849 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 15,600 shares; 2023Q1: 15,600 shares; 2023Q2: 15,600 shares; 2023Q3: 18,358 shares; 2023Q4: 17,635 shares; 2024Q1: 17,759 shares 17,759 $1.39M 0.27% +124 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 14,764 shares; 2024Q1: 14,432 shares 14,432 $1.38M 0.27% -332 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 9,600 shares; 2023Q1: 9,600 shares; 2023Q2: 9,600 shares; 2023Q3: 7,873 shares; 2023Q4: 7,041 shares; 2024Q1: 8,562 shares 8,562 $1.35M 0.26% +1,521 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 32,555 shares; 2023Q1: 32,555 shares; 2023Q2: 32,555 shares; 2023Q3: 27,712 shares; 2023Q4: 24,743 shares; 2024Q1: 22,360 shares 22,360 $1.35M 0.26% -2,383 ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,650 shares; 2023Q1: 5,650 shares; 2023Q2: 5,650 shares; 2023Q3: 9,429 shares; 2023Q4: 9,052 shares; 2024Q1: 10,559 shares 10,559 $1.33M 0.26% +1,507 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,122 shares; 2023Q1: 4,122 shares; 2023Q2: 4,122 shares; 2023Q3: 4,441 shares; 2023Q4: 4,363 shares; 2024Q1: 5,190 shares 5,190 $1.32M 0.26% +827 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 2,173 shares; 2023Q4: 8,785 shares; 2024Q1: 44,130 shares 44,130 $1.31M 0.25% +35,345 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 29,086 shares; 2023Q1: 29,086 shares; 2023Q2: 29,086 shares; 2023Q3: 25,260 shares; 2023Q4: 22,243 shares; 2024Q1: 28,512 shares 28,512 $1.3M 0.25% +6,269 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 17,174 shares; 2023Q1: 17,174 shares; 2023Q2: 17,174 shares; 2023Q3: 17,539 shares; 2023Q4: 16,742 shares; 2024Q1: 16,072 shares 16,072 $1.28M 0.25% -670 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 11,465 shares; 2023Q1: 11,465 shares; 2023Q2: 11,465 shares; 2023Q3: 8,264 shares; 2023Q4: 8,693 shares; 2024Q1: 9,712 shares 9,712 $1.28M 0.25% +1,019 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 10,574 shares; 2023Q1: 10,574 shares; 2023Q2: 10,574 shares; 2023Q3: 7,883 shares; 2023Q4: 7,862 shares; 2024Q1: 7,852 shares 7,852 $1.28M 0.25% -10 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 11,980 shares; 2023Q1: 11,980 shares; 2023Q2: 11,980 shares; 2023Q3: 13,943 shares; 2023Q4: 14,381 shares; 2024Q1: 17,337 shares 17,337 $1.27M 0.25% +2,956 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 10,628 shares; 2023Q1: 10,628 shares; 2023Q2: 10,628 shares; 2023Q3: 8,053 shares; 2023Q4: 8,381 shares; 2024Q1: 6,871 shares 6,871 $1.25M 0.24% -1,510 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,802 shares; 2023Q1: 7,802 shares; 2023Q2: 7,802 shares; 2023Q3: 8,690 shares; 2023Q4: 7,638 shares; 2024Q1: 7,562 shares 7,562 $1.24M 0.24% -76 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,099 shares; 2023Q1: 2,099 shares; 2023Q2: 2,099 shares; 2023Q3: 7,389 shares; 2023Q4: 5,211 shares; 2024Q1: 6,316 shares 6,316 $1.21M 0.23% +1,105 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,032 shares; 2023Q1: 1,032 shares; 2023Q2: 1,032 shares; 2023Q3: 1,072 shares; 2023Q4: 2,488 shares; 2024Q1: 2,488 shares 2,488 $1.2M 0.23% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 9,809 shares; 2023Q1: 9,809 shares; 2023Q2: 9,809 shares; 2023Q3: 10,934 shares; 2023Q4: 11,533 shares; 2024Q1: 12,139 shares 12,139 $1.18M 0.23% +606 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,695 shares; 2023Q1: 3,695 shares; 2023Q2: 3,695 shares; 2023Q3: 5,277 shares; 2023Q4: 2,852 shares; 2024Q1: 2,222 shares 2,222 $1.16M 0.22% -630 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 9,788 shares; 2023Q1: 9,788 shares; 2023Q2: 9,788 shares; 2023Q3: 11,363 shares; 2023Q4: 11,369 shares; 2024Q1: 13,732 shares 13,732 $1.16M 0.22% +2,363 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 26,660 shares; 2023Q1: 26,660 shares; 2023Q2: 26,660 shares; 2023Q3: 26,660 shares; 2023Q4: 26,660 shares; 2024Q1: 26,660 shares 26,660 $1.16M 0.22% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 807 shares; 2023Q1: 807 shares; 2023Q2: 2,627 shares; 2023Q3: 5,319 shares; 2023Q4: 7,095 shares; 2024Q1: 6,574 shares 6,574 $1.16M 0.22% -521 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 93,901 shares; 2023Q1: 93,901 shares; 2023Q2: 93,901 shares; 2023Q3: 92,801 shares; 2023Q4: 95,871 shares; 2024Q1: 54,468 shares 54,468 $1.15M 0.22% -41,403 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 51,554 shares; 2023Q1: 51,554 shares; 2023Q2: 51,554 shares; 2023Q3: 51,026 shares; 2023Q4: 49,459 shares; 2024Q1: 48,090 shares 48,090 $1.14M 0.22% -1,369 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 654 shares; 2023Q1: 654 shares; 2023Q2: 654 shares; 2023Q3: 12,936 shares; 2023Q4: 14,561 shares; 2024Q1: 29,277 shares 29,277 $1.13M 0.22% +14,716 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 14,075 shares; 2023Q1: 14,075 shares; 2023Q2: 14,075 shares; 2023Q3: 19,623 shares; 2023Q4: 15,608 shares; 2024Q1: 15,682 shares 15,682 $1.12M 0.22% +74 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 103 shares; 2023Q1: 6,103 shares; 2023Q2: 13,103 shares; 2023Q3: 12,854 shares; 2023Q4: 13,177 shares; 2024Q1: 15,307 shares 15,307 $1.11M 0.21% +2,130 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 18,708 shares; 2023Q1: 18,708 shares; 2023Q2: 18,708 shares; 2023Q3: 18,373 shares; 2023Q4: 18,373 shares; 2024Q1: 21,505 shares 21,505 $1.1M 0.21% +3,132 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 76,451 shares; 2023Q1: 76,451 shares; 2023Q2: 76,451 shares; 2023Q3: 28,718 shares; 2023Q4: 19,473 shares; 2024Q1: 21,653 shares 21,653 $1.1M 0.21% +2,180 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,003 shares; 2023Q1: 5,003 shares; 2023Q2: 5,003 shares; 2023Q3: 5,367 shares; 2023Q4: 5,497 shares; 2024Q1: 6,159 shares 6,159 $1.08M 0.21% +662 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,787 shares; 2023Q1: 2,787 shares; 2023Q2: 2,787 shares; 2023Q3: 2,925 shares; 2023Q4: 2,924 shares; 2024Q1: 2,959 shares 2,959 $1.07M 0.21% +35 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 23,333 shares; 2023Q1: 23,333 shares; 2023Q2: 23,333 shares; 2023Q3: 30,455 shares; 2023Q4: 29,639 shares; 2024Q1: 24,200 shares 24,200 $1.05M 0.2% -5,439 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,693 shares; 2023Q1: 3,693 shares; 2023Q2: 3,693 shares; 2023Q3: 3,080 shares; 2023Q4: 3,032 shares; 2024Q1: 3,030 shares 3,030 $1.04M 0.2% -2 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 27,928 shares; 2023Q1: 27,928 shares; 2023Q2: 27,928 shares; 2023Q3: 25,999 shares; 2023Q4: 23,197 shares; 2024Q1: 27,414 shares 27,414 $1.04M 0.2% +4,217 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,092 shares; 2023Q1: 5,092 shares; 2023Q2: 5,092 shares; 2023Q3: 34,927 shares; 2023Q4: 36,658 shares; 2024Q1: 36,566 shares 36,566 $1.04M 0.2% -92 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 51,580 shares; 2023Q1: 51,580 shares; 2023Q2: 51,580 shares; 2023Q3: 51,580 shares; 2023Q4: 51,580 shares; 2024Q1: 52,871 shares 52,871 $1.02M 0.2% +1,291 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 14,766 shares; 2023Q1: 14,766 shares; 2023Q2: 14,766 shares; 2023Q3: 14,766 shares; 2023Q4: 14,766 shares; 2024Q1: 8,785 shares 8,785 $967K 0.19% -5,981 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 9,245 shares; 2023Q1: 9,245 shares; 2023Q2: 9,245 shares; 2023Q3: 8,404 shares; 2023Q4: 8,741 shares; 2024Q1: 8,743 shares 8,743 $964K 0.19% +2 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 60,103 shares; 2023Q1: 60,103 shares; 2023Q2: 60,103 shares; 2023Q3: 51,721 shares; 2023Q4: 15,396 shares; 2024Q1: 8,698 shares 8,698 $947K 0.18% -6,698 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,345 shares; 2023Q1: 5,345 shares; 2023Q2: 5,345 shares; 2023Q3: 3,536 shares; 2023Q4: 3,510 shares; 2024Q1: 3,520 shares 3,520 $915K 0.18% +10 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,512 shares; 2023Q1: 1,512 shares; 2023Q2: 1,512 shares; 2023Q3: 9,318 shares; 2023Q4: 9,318 shares; 2024Q1: 9,318 shares 9,318 $913K 0.18% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,891 shares; 2023Q1: 1,891 shares; 2023Q2: 1,891 shares; 2023Q3: 1,863 shares; 2023Q4: 1,974 shares; 2024Q1: 2,146 shares 2,146 $902K 0.17% +172 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 8,749 shares; 2023Q1: 8,749 shares; 2023Q2: 8,749 shares; 2023Q3: 9,718 shares; 2023Q4: 17,338 shares; 2024Q1: 24,053 shares 24,053 $870K 0.17% +6,715 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 18,841 shares; 2023Q1: 18,841 shares; 2023Q2: 18,841 shares; 2023Q3: 19,580 shares; 2023Q4: 8,393 shares; 2024Q1: 8,028 shares 8,028 $870K 0.17% -365 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 5,522 shares; 2023Q4: 7,951 shares; 2024Q1: 8,475 shares 8,475 $866K 0.17% +524 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 36,054 shares; 2023Q1: 36,054 shares; 2023Q2: 36,054 shares; 2023Q3: 36,431 shares; 2023Q4: 30,500 shares; 2024Q1: 18,407 shares 18,407 $856K 0.17% -12,093 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 24,195 shares; 2023Q1: 24,195 shares; 2023Q2: 24,195 shares; 2023Q3: 19,484 shares; 2023Q4: 19,604 shares; 2024Q1: 14,730 shares 14,730 $855K 0.17% -4,874 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,110 shares; 2023Q1: 5,110 shares; 2023Q2: 5,110 shares; 2023Q3: 9,509 shares; 2023Q4: 9,473 shares; 2024Q1: 4,060 shares 4,060 $835K 0.16% -5,413 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 11,901 shares; 2023Q1: 11,901 shares; 2023Q2: 11,901 shares; 2023Q3: 13,286 shares; 2023Q4: 12,732 shares; 2024Q1: 12,996 shares 12,996 $831K 0.16% +264 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,906 shares; 2023Q1: 1,906 shares; 2023Q2: 1,906 shares; 2023Q3: 4,806 shares; 2023Q4: 5,342 shares; 2024Q1: 5,342 shares 5,342 $828K 0.16% 0 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 18,294 shares; 2023Q1: 18,294 shares; 2023Q2: 18,294 shares; 2023Q3: 27,984 shares; 2023Q4: 18,240 shares; 2024Q1: 19,290 shares 19,290 $825K 0.16% +1,050 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 46,686 shares; 2023Q1: 46,686 shares; 2023Q2: 46,686 shares; 2023Q3: 39,540 shares; 2023Q4: 37,318 shares; 2024Q1: 29,092 shares 29,092 $816K 0.16% -8,226 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,431 shares; 2023Q1: 2,431 shares; 2023Q2: 2,431 shares; 2023Q3: 3,562 shares; 2023Q4: 3,598 shares; 2024Q1: 1,327 shares 1,327 $806K 0.16% -2,271 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,808 shares; 2023Q1: 1,808 shares; 2023Q2: 1,808 shares; 2023Q3: 1,042 shares; 2023Q4: 1,305 shares; 2024Q1: 1,088 shares 1,088 $797K 0.15% -217 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,232 shares; 2023Q1: 7,232 shares; 2023Q2: 7,232 shares; 2023Q3: 8,039 shares; 2023Q4: 8,287 shares; 2024Q1: 7,663 shares 7,663 $777K 0.15% -624 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 23,459 shares; 2023Q1: 23,459 shares; 2023Q2: 23,459 shares; 2023Q3: 26,024 shares; 2023Q4: 22,809 shares; 2024Q1: 23,648 shares 23,648 $772K 0.15% +839 LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,763 shares; 2023Q1: 1,763 shares; 2023Q2: 1,763 shares; 2023Q3: 1,772 shares; 2023Q4: 1,784 shares; 2024Q1: 1,648 shares 1,648 $750K 0.14% -136 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,908 shares; 2023Q1: 9,908 shares; 2023Q2: 10,908 shares; 2023Q3: 6,695 shares; 2023Q4: 6,121 shares; 2024Q1: 10,264 shares 10,264 $742K 0.14% +4,143 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,408 shares; 2023Q1: 5,408 shares; 2023Q2: 5,408 shares; 2023Q3: 15,552 shares; 2023Q4: 13,273 shares; 2024Q1: 14,753 shares 14,753 $739K 0.14% +1,480 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 41,818 shares; 2023Q1: 41,818 shares; 2023Q2: 41,818 shares; 2023Q3: 7,491 shares; 2023Q4: 6,622 shares; 2024Q1: 6,877 shares 6,877 $739K 0.14% +255 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,772 shares; 2023Q1: 5,772 shares; 2023Q2: 5,772 shares; 2023Q3: 6,058 shares; 2023Q4: 6,060 shares; 2024Q1: 5,768 shares 5,768 $734K 0.14% -292 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 24,712 shares; 2023Q1: 24,712 shares; 2023Q2: 24,712 shares; 2023Q3: 13,727 shares; 2023Q4: 11,968 shares; 2024Q1: 12,412 shares 12,412 $718K 0.14% +444 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,908 shares; 2023Q1: 3,908 shares; 2023Q2: 3,908 shares; 2023Q3: 3,135 shares; 2023Q4: 2,636 shares; 2024Q1: 2,619 shares 2,619 $709K 0.14% -17 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,000 shares; 2023Q1: 3,000 shares; 2023Q2: 3,000 shares; 2023Q3: 3,360 shares; 2023Q4: 3,363 shares; 2024Q1: 3,991 shares 3,991 $707K 0.14% +628 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,697 shares; 2023Q1: 3,697 shares; 2023Q2: 3,697 shares; 2023Q3: 3,165 shares; 2023Q4: 3,366 shares; 2024Q1: 3,072 shares 3,072 $707K 0.14% -294 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 30,063 shares; 2023Q1: 30,063 shares; 2023Q2: 30,063 shares; 2023Q3: 7,581 shares; 2023Q4: 7,565 shares; 2024Q1: 6,395 shares 6,395 $707K 0.14% -1,170 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,578 shares; 2023Q1: 4,578 shares; 2023Q2: 4,578 shares; 2023Q3: 3,985 shares; 2023Q4: 3,975 shares; 2024Q1: 5,756 shares 5,756 $704K 0.14% +1,781 Timeline 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,799 shares; 2023Q1: 7,799 shares; 2023Q2: 7,799 shares; 2023Q3: 18,553 shares; 2023Q4: 17,733 shares; 2024Q1: 17,709 shares 17,709 $673K 0.13% -24 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 21,726 shares; 2023Q1: 21,726 shares; 2023Q2: 21,726 shares; 2023Q3: 23,954 shares; 2023Q4: 19,263 shares; 2024Q1: 20,276 shares 20,276 $668K 0.13% +1,013 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 408 shares; 2024Q1: 12,260 shares 12,260 $659K 0.13% +11,852 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 9,115 shares; 2023Q1: 9,115 shares; 2023Q2: 9,115 shares; 2023Q3: 5,577 shares; 2023Q4: 11,288 shares; 2024Q1: 11,028 shares 11,028 $657K 0.13% -260 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 20,393 shares; 2023Q1: 20,393 shares; 2023Q2: 20,393 shares; 2023Q3: 18,968 shares; 2023Q4: 19,059 shares; 2024Q1: 19,961 shares 19,961 $643K 0.12% +902 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 27,885 shares 27,885 $630K 0.12% new Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,742 shares; 2023Q1: 2,742 shares; 2023Q2: 2,742 shares; 2023Q3: 2,303 shares; 2023Q4: 2,569 shares; 2024Q1: 2,233 shares 2,233 $623K 0.12% -336 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 12,198 shares; 2023Q1: 12,198 shares; 2023Q2: 10,698 shares; 2023Q3: 9,420 shares; 2023Q4: 8,082 shares; 2024Q1: 7,886 shares 7,886 $619K 0.12% -196 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 150 shares; 2023Q1: 150 shares; 2023Q2: 150 shares; 2023Q3: 150 shares; 2023Q4: 191 shares; 2024Q1: 4,605 shares 4,605 $616K 0.12% +4,414 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,633 shares; 2023Q1: 1,633 shares; 2023Q2: 1,633 shares; 2023Q3: 1,356 shares; 2023Q4: 1,790 shares; 2024Q1: 1,753 shares 1,753 $608K 0.12% -37 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 9,362 shares; 2023Q1: 9,362 shares; 2023Q2: 9,362 shares; 2023Q3: 8,432 shares; 2023Q4: 7,447 shares; 2024Q1: 9,282 shares 9,282 $586K 0.11% +1,835 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 11,258 shares; 2023Q1: 11,258 shares; 2023Q2: 11,258 shares; 2023Q3: 11,479 shares; 2023Q4: 11,502 shares; 2024Q1: 6,886 shares 6,886 $586K 0.11% -4,616 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 12,673 shares; 2023Q1: 12,673 shares; 2023Q2: 12,673 shares; 2023Q3: 9,229 shares; 2023Q4: 8,563 shares; 2024Q1: 8,623 shares 8,623 $584K 0.11% +60 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 30,881 shares; 2023Q1: 30,881 shares; 2023Q2: 30,881 shares; 2023Q3: 27,616 shares; 2023Q4: 23,062 shares; 2024Q1: 21,006 shares 21,006 $583K 0.11% -2,056 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,318 shares; 2023Q1: 1,318 shares; 2023Q2: 1,318 shares; 2023Q3: 1,444 shares; 2023Q4: 1,481 shares; 2024Q1: 1,849 shares 1,849 $578K 0.11% +368 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 9,741 shares; 2023Q1: 9,741 shares; 2023Q2: 9,741 shares; 2023Q3: 8,511 shares; 2023Q4: 8,960 shares; 2024Q1: 7,220 shares 7,220 $577K 0.11% -1,740 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,147 shares; 2023Q1: 2,147 shares; 2023Q2: 2,147 shares; 2023Q3: 1,994 shares; 2023Q4: 2,193 shares; 2024Q1: 2,526 shares 2,526 $575K 0.11% +333 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 9,332 shares; 2023Q1: 9,332 shares; 2023Q2: 9,332 shares; 2023Q3: 9,329 shares; 2023Q4: 9,340 shares; 2024Q1: 9,348 shares 9,348 $571K 0.11% +8 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 13,402 shares; 2023Q1: 13,402 shares; 2023Q2: 13,402 shares; 2023Q3: 25,668 shares; 2023Q4: 25,853 shares; 2024Q1: 22,856 shares 22,856 $569K 0.11% -2,997 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 57,776 shares; 2024Q1: 109,241 shares 109,241 $555K 0.11% +51,465 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 27,944 shares; 2023Q1: 27,944 shares; 2023Q2: 27,944 shares; 2023Q3: 67,064 shares; 2023Q4: 41,776 shares; 2024Q1: 41,642 shares 41,642 $553K 0.11% -134 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 10,420 shares 10,420 $527K 0.1% new Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,795 shares; 2023Q1: 2,795 shares; 2023Q2: 2,795 shares; 2023Q3: 418 shares; 2023Q4: 1,279 shares; 2024Q1: 1,178 shares 1,178 $523K 0.1% -101 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 826 shares; 2023Q1: 826 shares; 2023Q2: 826 shares; 2023Q3: 1,046 shares; 2023Q4: 1,135 shares; 2024Q1: 1,075 shares 1,075 $518K 0.1% -60 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,184 shares; 2023Q1: 2,184 shares; 2023Q2: 2,184 shares; 2023Q3: 2,325 shares; 2023Q4: 2,344 shares; 2024Q1: 2,477 shares 2,477 $516K 0.1% +133 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,668 shares; 2023Q1: 1,757 shares; 2023Q2: 1,757 shares; 2023Q3: 1,534 shares; 2023Q4: 1,603 shares; 2024Q1: 2,003 shares 2,003 $511K 0.1% +400 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 914 shares; 2023Q1: 914 shares; 2023Q2: 914 shares; 2023Q3: 10,845 shares; 2023Q4: 11,113 shares; 2024Q1: 11,113 shares 11,113 $504K 0.1% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,478 shares; 2023Q1: 5,478 shares; 2023Q2: 5,478 shares; 2023Q3: 5,246 shares; 2023Q4: 5,219 shares; 2024Q1: 4,043 shares 4,043 $498K 0.1% -1,176 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,025 shares; 2023Q1: 3,025 shares; 2023Q2: 3,025 shares; 2023Q3: 3,046 shares; 2023Q4: 3,282 shares; 2024Q1: 2,758 shares 2,758 $498K 0.1% -524 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,422 shares; 2023Q1: 3,422 shares; 2023Q2: 3,422 shares; 2023Q3: 6,178 shares; 2023Q4: 6,044 shares; 2024Q1: 6,056 shares 6,056 $488K 0.09% +12 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,242 shares; 2023Q1: 7,242 shares; 2023Q2: 7,242 shares; 2023Q3: 5,778 shares; 2023Q4: 5,550 shares; 2024Q1: 4,608 shares 4,608 $463K 0.09% -942 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 3,223 shares; 2023Q4: 3,167 shares; 2024Q1: 2,802 shares 2,802 $461K 0.09% -365 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 10,208 shares 10,208 $453K 0.09% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,591 shares; 2023Q1: 3,591 shares; 2023Q2: 3,591 shares; 2023Q3: 3,632 shares; 2023Q4: 3,513 shares; 2024Q1: 3,984 shares 3,984 $453K 0.09% +471 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 8,410 shares; 2023Q1: 8,410 shares; 2023Q2: 8,410 shares; 2023Q3: 6,641 shares; 2023Q4: 6,641 shares; 2024Q1: 6,641 shares 6,641 $448K 0.09% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,515 shares; 2023Q1: 3,515 shares; 2023Q2: 3,515 shares; 2023Q3: 5,140 shares; 2023Q4: 4,807 shares; 2024Q1: 4,914 shares 4,914 $443K 0.09% +107 Timeline G1 THERAPEUTICS INC G1 THERAPEUTICS INC More: the full row for G1 THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 65 shares; 2023Q1: 65 shares; 2023Q2: 65 shares; 2023Q3: 65 shares; 2023Q4: 100,780 shares; 2024Q1: 100,780 shares 100,780 $435K 0.08% 0 DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 25,346 shares; 2023Q1: 25,346 shares; 2023Q2: 25,346 shares; 2023Q3: 23,113 shares; 2023Q4: 22,384 shares; 2024Q1: 13,318 shares 13,318 $435K 0.08% -9,066 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 11,000 shares 11,000 $430K 0.08% new Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 19,615 shares; 2023Q1: 19,615 shares; 2023Q2: 19,615 shares; 2023Q3: 20,309 shares; 2023Q4: 20,393 shares; 2024Q1: 4,653 shares 4,653 $426K 0.08% -15,740 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,445 shares; 2023Q1: 4,445 shares; 2023Q2: 4,445 shares; 2023Q3: 5,406 shares; 2023Q4: 6,311 shares; 2024Q1: 8,667 shares 8,667 $426K 0.08% +2,356 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,321 shares; 2023Q1: 2,321 shares; 2023Q2: 2,321 shares; 2023Q3: 1,810 shares; 2023Q4: 1,786 shares; 2024Q1: 2,137 shares 2,137 $423K 0.08% +351 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 445 shares; 2023Q1: 445 shares; 2023Q2: 445 shares; 2023Q3: 362 shares; 2023Q4: 502 shares; 2024Q1: 647 shares 647 $421K 0.08% +145 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 26,693 shares; 2023Q1: 26,693 shares; 2023Q2: 26,693 shares; 2023Q3: 26,014 shares; 2023Q4: 25,399 shares; 2024Q1: 9,608 shares 9,608 $419K 0.08% -15,791 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 10,975 shares; 2023Q4: 10,975 shares; 2024Q1: 10,975 shares 10,975 $419K 0.08% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,430 shares; 2023Q1: 1,430 shares; 2023Q2: 1,430 shares; 2023Q3: 1,358 shares; 2023Q4: 1,147 shares; 2024Q1: 718 shares 718 $417K 0.08% -429 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 6,683 shares; 2023Q1: 6,683 shares; 2023Q2: 6,683 shares; 2023Q3: 4,559 shares; 2023Q4: 4,401 shares; 2024Q1: 4,505 shares 4,505 $416K 0.08% +104 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 666 shares; 2023Q1: 666 shares; 2023Q2: 666 shares; 2023Q3: 666 shares; 2023Q4: 666 shares; 2024Q1: 2,436 shares 2,436 $413K 0.08% +1,770 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 810 shares; 2024Q1: 5,810 shares 5,810 $402K 0.08% +5,000 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,031 shares; 2023Q1: 1,031 shares; 2023Q2: 1,031 shares; 2023Q3: 1,377 shares; 2023Q4: 1,378 shares; 2024Q1: 1,379 shares 1,379 $402K 0.08% +1 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 7,554 shares 7,554 $397K 0.08% new Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,570 shares; 2023Q1: 2,570 shares; 2023Q2: 2,570 shares; 2023Q3: 2,510 shares; 2023Q4: 2,506 shares; 2024Q1: 2,402 shares 2,402 $381K 0.07% -104 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 8,140 shares; 2023Q1: 8,140 shares; 2023Q2: not reported; 2023Q3: 20,000 shares; 2023Q4: 25,000 shares; 2024Q1: 25,000 shares 25,000 $381K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 56,143 shares; 2023Q1: 56,143 shares; 2023Q2: 56,143 shares; 2023Q3: 36,694 shares; 2023Q4: 32,766 shares; 2024Q1: 15,959 shares 15,959 $379K 0.07% -16,807 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 589 shares; 2023Q1: 589 shares; 2023Q2: 589 shares; 2023Q3: 587 shares; 2023Q4: 703 shares; 2024Q1: 703 shares 703 $377K 0.07% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 605 shares; 2023Q1: 605 shares; 2023Q2: 605 shares; 2023Q3: 777 shares; 2023Q4: 868 shares; 2024Q1: 768 shares 768 $368K 0.07% -100 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,364 shares; 2023Q1: 4,364 shares; 2023Q2: 4,364 shares; 2023Q3: 8,551 shares; 2023Q4: 9,410 shares; 2024Q1: 9,017 shares 9,017 $367K 0.07% -393 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,195 shares; 2023Q1: 1,195 shares; 2023Q2: 1,195 shares; 2023Q3: 1,232 shares; 2023Q4: 1,268 shares; 2024Q1: 1,295 shares 1,295 $365K 0.07% +27 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 633 shares; 2023Q1: 633 shares; 2023Q2: 633 shares; 2023Q3: 641 shares; 2023Q4: 609 shares; 2024Q1: 708 shares 708 $357K 0.07% +99 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 9,343 shares; 2023Q1: 9,343 shares; 2023Q2: 9,343 shares; 2023Q3: 8,218 shares; 2023Q4: 6,121 shares; 2024Q1: 6,127 shares 6,127 $356K 0.07% +6 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 9,516 shares; 2023Q1: 9,516 shares; 2023Q2: 9,516 shares; 2023Q3: 10,955 shares; 2023Q4: 10,761 shares; 2024Q1: 9,404 shares 9,404 $354K 0.07% -1,357 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 9,396 shares; 2023Q1: 9,396 shares; 2023Q2: 9,396 shares; 2023Q3: 11,093 shares; 2023Q4: 9,891 shares; 2024Q1: 9,738 shares 9,738 $349K 0.07% -153 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,857 shares; 2023Q1: 2,857 shares; 2023Q2: 2,857 shares; 2023Q3: 4,198 shares; 2023Q4: 4,223 shares; 2024Q1: 4,016 shares 4,016 $348K 0.07% -207 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 11,700 shares; 2023Q1: 11,700 shares; 2023Q2: 11,700 shares; 2023Q3: 16,019 shares; 2023Q4: 15,501 shares; 2024Q1: 16,818 shares 16,818 $344K 0.07% +1,317 DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 8,079 shares; 2023Q1: 8,079 shares; 2023Q2: 8,079 shares; 2023Q3: 12,641 shares; 2023Q4: 6,150 shares; 2024Q1: 5,746 shares 5,746 $342K 0.07% -404 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,001 shares; 2023Q1: 1,001 shares; 2023Q2: 1,001 shares; 2023Q3: 813 shares; 2023Q4: 829 shares; 2024Q1: 829 shares 829 $341K 0.07% 0 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,783 shares; 2023Q1: 7,783 shares; 2023Q2: 7,783 shares; 2023Q3: 7,783 shares; 2023Q4: 7,783 shares; 2024Q1: 7,783 shares 7,783 $339K 0.07% 0 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 9,038 shares; 2023Q1: 9,038 shares; 2023Q2: 9,038 shares; 2023Q3: 7,897 shares; 2023Q4: 7,897 shares; 2024Q1: 7,897 shares 7,897 $336K 0.06% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 9,594 shares 9,594 $334K 0.06% new Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 15,148 shares; 2023Q1: 15,148 shares; 2023Q2: 15,148 shares; 2023Q3: 16,364 shares; 2023Q4: 14,642 shares; 2024Q1: 15,864 shares 15,864 $333K 0.06% +1,222 GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,105 shares; 2023Q1: 1,105 shares; 2023Q2: 1,105 shares; 2023Q3: 1,044 shares; 2023Q4: 1,089 shares; 2024Q1: 1,878 shares 1,878 $330K 0.06% +789 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,150 shares; 2023Q1: 5,150 shares; 2023Q2: 5,150 shares; 2023Q3: 3,892 shares; 2023Q4: 3,892 shares; 2024Q1: 4,080 shares 4,080 $326K 0.06% +188 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 50 shares; 2023Q1: 50 shares; 2023Q2: 2,050 shares; 2023Q3: 3,064 shares; 2023Q4: 3,032 shares; 2024Q1: 3,058 shares 3,058 $322K 0.06% +26 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,169 shares 5,169 $321K 0.06% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 19,144 shares; 2023Q1: 19,144 shares; 2023Q2: 19,144 shares; 2023Q3: 19,001 shares; 2023Q4: 19,501 shares; 2024Q1: 20,201 shares 20,201 $318K 0.06% +700 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 64,366 shares; 2023Q1: 64,366 shares; 2023Q2: 64,366 shares; 2023Q3: 26,618 shares; 2023Q4: 7,500 shares; 2024Q1: 5,687 shares 5,687 $312K 0.06% -1,813 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,198 shares; 2023Q1: 1,198 shares; 2023Q2: 1,198 shares; 2023Q3: 730 shares; 2023Q4: 593 shares; 2024Q1: 593 shares 593 $311K 0.06% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,723 shares; 2023Q1: 1,723 shares; 2023Q2: 1,723 shares; 2023Q3: 1,618 shares; 2023Q4: 1,554 shares; 2024Q1: 1,498 shares 1,498 $307K 0.06% -56 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,050 shares; 2024Q1: 3,050 shares 3,050 $307K 0.06% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 6,400 shares; 2023Q1: 6,400 shares; 2023Q2: 6,400 shares; 2023Q3: 4,959 shares; 2023Q4: 4,912 shares; 2024Q1: 4,912 shares 4,912 $305K 0.06% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 12,800 shares 12,800 $301K 0.06% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,739 shares; 2023Q1: 1,739 shares; 2023Q2: 1,739 shares; 2023Q3: 1,739 shares; 2023Q4: 1,739 shares; 2024Q1: 1,739 shares 1,739 $301K 0.06% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 39,656 shares; 2023Q1: 39,656 shares; 2023Q2: 39,656 shares; 2023Q3: 5,188 shares; 2023Q4: 5,188 shares; 2024Q1: 4,353 shares 4,353 $298K 0.06% -835 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 103 shares; 2023Q1: 103 shares; 2023Q2: 2 shares; 2023Q3: 72 shares; 2023Q4: 82 shares; 2024Q1: 82 shares 82 $297K 0.06% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 18,063 shares; 2023Q1: 18,063 shares; 2023Q2: 18,063 shares; 2023Q3: 13,863 shares; 2023Q4: 13,863 shares; 2024Q1: 12,963 shares 12,963 $295K 0.06% -900 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,150 shares; 2023Q1: 2,150 shares; 2023Q2: 2,150 shares; 2023Q3: 2,150 shares; 2023Q4: 1,950 shares; 2024Q1: 2,220 shares 2,220 $292K 0.06% +270 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,520 shares; 2023Q1: 4,520 shares; 2023Q2: 4,520 shares; 2023Q3: 3,270 shares; 2023Q4: 3,272 shares; 2024Q1: 3,145 shares 3,145 $292K 0.06% -127 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 632 shares; 2023Q1: 632 shares; 2023Q2: 632 shares; 2023Q3: 754 shares; 2023Q4: 754 shares; 2024Q1: 1,006 shares 1,006 $291K 0.06% +252 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,920 shares; 2023Q1: 5,920 shares; 2023Q2: 5,920 shares; 2023Q3: 4,778 shares; 2023Q4: 4,778 shares; 2024Q1: 3,067 shares 3,067 $291K 0.06% -1,711 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 2,500 shares; 2023Q4: 2,500 shares; 2024Q1: 2,500 shares 2,500 $291K 0.06% 0 Timeline PIONEER NATURAL RESOURCES CO PIONEER NATURAL RESOURCES CO More: the full row for PIONEER NATURAL RESOURCES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,100 shares 1,100 $289K 0.06% new C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,970 shares; 2023Q1: 1,970 shares; 2023Q2: 1,970 shares; 2023Q3: 4,567 shares; 2023Q4: 4,735 shares; 2024Q1: 4,525 shares 4,525 $286K 0.06% -210 Timeline 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 79,477 shares; 2023Q1: 79,477 shares; 2023Q2: 79,477 shares; 2023Q3: 34,092 shares; 2023Q4: 9,661 shares; 2024Q1: 7,258 shares 7,258 $283K 0.05% -2,403 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 60 shares; 2023Q1: 60 shares; 2023Q2: 60 shares; 2023Q3: 60 shares; 2023Q4: 60 shares; 2024Q1: 1,504 shares 1,504 $281K 0.05% +1,444 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 49 shares; 2024Q1: 2,049 shares 2,049 $279K 0.05% +2,000 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 13,680 shares; 2023Q1: 13,680 shares; 2023Q2: 13,680 shares; 2023Q3: 13,287 shares; 2023Q4: 13,849 shares; 2024Q1: 4,740 shares 4,740 $275K 0.05% -9,109 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 922 shares; 2023Q1: 922 shares; 2023Q2: 922 shares; 2023Q3: 1,602 shares; 2023Q4: 1,887 shares; 2024Q1: 2,136 shares 2,136 $274K 0.05% +249 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,457 shares; 2024Q1: 4,856 shares 4,856 $273K 0.05% +399 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 71 shares; 2023Q1: 71 shares; 2023Q2: 71 shares; 2023Q3: 1,664 shares; 2023Q4: 2,133 shares; 2024Q1: 1,990 shares 1,990 $269K 0.05% -143 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,000 shares 5,000 $269K 0.05% new Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,011 shares; 2023Q1: 2,011 shares; 2023Q2: 2,011 shares; 2023Q3: 1,578 shares; 2023Q4: 2,250 shares; 2024Q1: 1,490 shares 1,490 $267K 0.05% -760 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 11,901 shares; 2023Q1: 11,901 shares; 2023Q2: 11,901 shares; 2023Q3: 9,144 shares; 2023Q4: 7,836 shares; 2024Q1: 4,893 shares 4,893 $266K 0.05% -2,943 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,806 shares; 2023Q1: 1,806 shares; 2023Q2: 1,806 shares; 2023Q3: 1,519 shares; 2023Q4: 1,366 shares; 2024Q1: 1,771 shares 1,771 $263K 0.05% +405 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 13,574 shares; 2023Q1: 13,574 shares; 2023Q2: 13,574 shares; 2023Q3: 8,877 shares; 2023Q4: 8,877 shares; 2024Q1: 8,877 shares 8,877 $262K 0.05% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,117 shares; 2023Q1: 1,117 shares; 2023Q2: 1,117 shares; 2023Q3: 1,378 shares; 2023Q4: 1,776 shares; 2024Q1: 2,774 shares 2,774 $261K 0.05% +998 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 82,365 shares; 2023Q1: 82,365 shares; 2023Q2: 82,365 shares; 2023Q3: 25,323 shares; 2023Q4: 23,052 shares; 2024Q1: 17,076 shares 17,076 $260K 0.05% -5,976 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,068 shares; 2023Q1: 1,068 shares; 2023Q2: 1,068 shares; 2023Q3: 1,245 shares; 2023Q4: 1,485 shares; 2024Q1: 1,588 shares 1,588 $259K 0.05% +103 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,864 shares; 2023Q1: 1,864 shares; 2023Q2: 1,864 shares; 2023Q3: 4,857 shares; 2023Q4: 5,281 shares; 2024Q1: 5,675 shares 5,675 $257K 0.05% +394 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 464 shares; 2023Q1: 464 shares; 2023Q2: 464 shares; 2023Q3: 614 shares; 2023Q4: 644 shares; 2024Q1: 644 shares 644 $256K 0.05% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 6,069 shares; 2023Q1: 6,069 shares; 2023Q2: 6,069 shares; 2023Q3: 3,858 shares; 2023Q4: 3,036 shares; 2024Q1: 2,445 shares 2,445 $254K 0.05% -591 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,424 shares; 2023Q1: 5,424 shares; 2023Q2: 5,424 shares; 2023Q3: 5,424 shares; 2023Q4: 5,424 shares; 2024Q1: 5,424 shares 5,424 $251K 0.05% 0 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 2,000 shares; 2023Q4: 2,000 shares; 2024Q1: 2,000 shares 2,000 $249K 0.05% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 634 shares; 2023Q1: 634 shares; 2023Q2: 634 shares; 2023Q3: 634 shares; 2023Q4: 634 shares; 2024Q1: 634 shares 634 $249K 0.05% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 2,850 shares; 2023Q4: 6,400 shares; 2024Q1: 6,400 shares 6,400 $248K 0.05% 0 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,466 shares; 2023Q1: 3,466 shares; 2023Q2: 3,466 shares; 2023Q3: 3,466 shares; 2023Q4: 3,466 shares; 2024Q1: 3,466 shares 3,466 $247K 0.05% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,848 shares; 2023Q1: 2,848 shares; 2023Q2: 2,848 shares; 2023Q3: 3,898 shares; 2023Q4: 8,398 shares; 2024Q1: 8,398 shares 8,398 $245K 0.05% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 850 shares; 2023Q1: 850 shares; 2023Q2: 850 shares; 2023Q3: 820 shares; 2023Q4: 877 shares; 2024Q1: 863 shares 863 $244K 0.05% -14 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,352 shares; 2023Q1: 3,352 shares; 2023Q2: 3,352 shares; 2023Q3: 2,843 shares; 2023Q4: 3,032 shares; 2024Q1: 2,667 shares 2,667 $244K 0.05% -365 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 50,000 shares 50,000 $240K 0.05% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 508 shares; 2023Q1: 508 shares; 2023Q2: 508 shares; 2023Q3: 508 shares; 2023Q4: 508 shares; 2024Q1: 945 shares 945 $238K 0.05% +437 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,927 shares; 2023Q1: 4,927 shares; 2023Q2: 4,927 shares; 2023Q3: 4,855 shares; 2023Q4: 4,065 shares; 2024Q1: 4,065 shares 4,065 $238K 0.05% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,397 shares; 2023Q1: 1,397 shares; 2023Q2: 1,397 shares; 2023Q3: 1,579 shares; 2023Q4: 1,579 shares; 2024Q1: 2,597 shares 2,597 $236K 0.05% +1,018 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 33,771 shares; 2023Q1: 33,771 shares; 2023Q2: 33,771 shares; 2023Q3: 18,095 shares; 2023Q4: 13,550 shares; 2024Q1: 13,342 shares 13,342 $235K 0.05% -208 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 10,170 shares; 2023Q1: 10,170 shares; 2023Q2: 10,170 shares; 2023Q3: 10,920 shares; 2023Q4: 10,761 shares; 2024Q1: 12,211 shares 12,211 $235K 0.05% +1,450 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,227 shares; 2023Q1: 1,227 shares; 2023Q2: 1,227 shares; 2023Q3: 1,021 shares; 2023Q4: 1,021 shares; 2024Q1: 1,021 shares 1,021 $233K 0.05% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,422 shares; 2023Q1: 5,422 shares; 2023Q2: 5,422 shares; 2023Q3: 4,876 shares; 2023Q4: 5,088 shares; 2024Q1: 5,204 shares 5,204 $233K 0.04% +116 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 89 shares; 2023Q1: 89 shares; 2023Q2: 89 shares; 2023Q3: 2,727 shares; 2023Q4: 3,010 shares; 2024Q1: 6,220 shares 6,220 $229K 0.04% +3,210 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,104 shares; 2023Q1: 3,104 shares; 2023Q2: 3,104 shares; 2023Q3: 3,104 shares; 2023Q4: 3,104 shares; 2024Q1: 3,104 shares 3,104 $226K 0.04% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,065 shares; 2023Q1: 5,065 shares; 2023Q2: 5,065 shares; 2023Q3: 5,265 shares; 2023Q4: 5,265 shares; 2024Q1: 5,361 shares 5,361 $226K 0.04% +96 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 13,379 shares; 2023Q1: 13,379 shares; 2023Q2: 13,379 shares; 2023Q3: 13,980 shares; 2023Q4: 13,980 shares; 2024Q1: 3,205 shares 3,205 $224K 0.04% -10,775 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 846 shares; 2023Q1: 846 shares; 2023Q2: 846 shares; 2023Q3: 873 shares; 2023Q4: 890 shares; 2024Q1: 890 shares 890 $222K 0.04% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 551 shares; 2023Q1: 551 shares; 2023Q2: 551 shares; 2023Q3: 1,219 shares; 2023Q4: 1,403 shares; 2024Q1: 1,369 shares 1,369 $218K 0.04% -34 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,418 shares; 2023Q1: 1,418 shares; 2023Q2: 1,418 shares; 2023Q3: 868 shares; 2023Q4: 643 shares; 2024Q1: 643 shares 643 $217K 0.04% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,024 shares; 2023Q1: 2,024 shares; 2023Q2: 4,024 shares; 2023Q3: 2,938 shares; 2023Q4: 2,755 shares; 2024Q1: 2,486 shares 2,486 $217K 0.04% -269 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,436 shares; 2023Q1: 3,436 shares; 2023Q2: 3,436 shares; 2023Q3: 4,436 shares; 2023Q4: 2,893 shares; 2024Q1: 2,893 shares 2,893 $212K 0.04% 0 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 59 shares; 2023Q1: 59 shares; 2023Q2: 59 shares; 2023Q3: 905 shares; 2023Q4: 905 shares; 2024Q1: 1,905 shares 1,905 $211K 0.04% +1,000 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 2,191 shares; 2023Q4: 2,900 shares; 2024Q1: 2,900 shares 2,900 $209K 0.04% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,252 shares; 2023Q1: 5,252 shares; 2023Q2: 5,252 shares; 2023Q3: 5,467 shares; 2023Q4: 4,353 shares; 2024Q1: 4,368 shares 4,368 $205K 0.04% +15 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 9,479 shares; 2023Q1: 9,479 shares; 2023Q2: 9,479 shares; 2023Q3: 7,922 shares; 2023Q4: 7,954 shares; 2024Q1: 1,387 shares 1,387 $205K 0.04% -6,567 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,966 shares; 2023Q1: 2,966 shares; 2023Q2: 2,966 shares; 2023Q3: 2,866 shares; 2023Q4: 2,423 shares; 2024Q1: 2,655 shares 2,655 $204K 0.04% +232 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,512 shares; 2023Q1: 3,512 shares; 2023Q2: 3,512 shares; 2023Q3: 3,476 shares; 2023Q4: 3,708 shares; 2024Q1: 3,974 shares 3,974 $199K 0.04% +266 TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7 shares; 2023Q1: 7 shares; 2023Q2: 7 shares; 2023Q3: 2,353 shares; 2023Q4: 2,550 shares; 2024Q1: 2,091 shares 2,091 $198K 0.04% -459 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 913 shares; 2023Q1: 913 shares; 2023Q2: 913 shares; 2023Q3: 1,095 shares; 2023Q4: 1,095 shares; 2024Q1: 1,560 shares 1,560 $196K 0.04% +465 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 68 shares; 2023Q1: 68 shares; 2023Q2: 68 shares; 2023Q3: 221 shares; 2023Q4: 278 shares; 2024Q1: 257 shares 257 $196K 0.04% -21 Timeline DTH WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,629 shares; 2023Q1: 4,629 shares; 2023Q2: 4,629 shares; 2023Q3: 5,165 shares; 2023Q4: 5,653 shares; 2024Q1: 4,889 shares 4,889 $194K 0.04% -764 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,065 shares; 2023Q1: 4,065 shares; 2023Q2: 4,065 shares; 2023Q3: 4,346 shares; 2023Q4: 5,397 shares; 2024Q1: 4,485 shares 4,485 $192K 0.04% -912 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,202 shares; 2023Q1: 1,202 shares; 2023Q2: 1,202 shares; 2023Q3: 665 shares; 2023Q4: 665 shares; 2024Q1: 2,200 shares 2,200 $190K 0.04% +1,535 Timeline LAM RESEARCH CORP LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 180 shares; 2023Q1: 180 shares; 2023Q2: 180 shares; 2023Q3: 122 shares; 2023Q4: 179 shares; 2024Q1: 193 shares 193 $188K 0.04% +14 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 12,459 shares; 2023Q1: 12,459 shares; 2023Q2: 12,459 shares; 2023Q3: 4,327 shares; 2023Q4: 4,327 shares; 2024Q1: 4,489 shares 4,489 $188K 0.04% +162 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,309 shares; 2023Q1: 4,309 shares; 2023Q2: 4,309 shares; 2023Q3: 4,541 shares; 2023Q4: 5,069 shares; 2024Q1: 4,480 shares 4,480 $187K 0.04% -589 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,066 shares; 2023Q1: 2,066 shares; 2023Q2: 2,066 shares; 2023Q3: 1,740 shares; 2023Q4: 2,026 shares; 2024Q1: 1,987 shares 1,987 $187K 0.04% -39 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,277 shares; 2023Q1: 1,277 shares; 2023Q2: 1,277 shares; 2023Q3: 1,058 shares; 2023Q4: 1,058 shares; 2024Q1: 1,058 shares 1,058 $186K 0.04% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 6,528 shares; 2023Q4: 6,528 shares; 2024Q1: 5,095 shares 5,095 $184K 0.04% -1,433 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 915 shares; 2023Q1: 915 shares; 2023Q2: 915 shares; 2023Q3: 1,488 shares; 2023Q4: 1,449 shares; 2024Q1: 1,449 shares 1,449 $176K 0.03% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 90,573 shares; 2023Q1: 90,573 shares; 2023Q2: 90,573 shares; 2023Q3: 82,630 shares; 2023Q4: 30,647 shares; 2024Q1: 10,843 shares 10,843 $175K 0.03% -19,804 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 375 shares; 2023Q1: 375 shares; 2023Q2: 375 shares; 2023Q3: 406 shares; 2023Q4: 485 shares; 2024Q1: 485 shares 485 $174K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 144 shares; 2023Q1: 144 shares; 2023Q2: 144 shares; 2023Q3: 197 shares; 2023Q4: 273 shares; 2024Q1: 1,195 shares 1,195 $173K 0.03% +922 Timeline HMN HORACE MANN EDUCATORS CORP N More: the full row for HORACE MANN EDUCATORS CORP N Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 201 shares; 2023Q4: 574 shares; 2024Q1: 4,677 shares 4,677 $173K 0.03% +4,103 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,101 shares; 2023Q1: 1,101 shares; 2023Q2: 1,101 shares; 2023Q3: 2,238 shares; 2023Q4: 1,659 shares; 2024Q1: 1,334 shares 1,334 $173K 0.03% -325 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,040 shares; 2023Q1: 2,040 shares; 2023Q2: 2,040 shares; 2023Q3: 1,668 shares; 2023Q4: 1,787 shares; 2024Q1: 1,971 shares 1,971 $170K 0.03% +184 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,204 shares; 2023Q1: 1,204 shares; 2023Q2: 1,204 shares; 2023Q3: 1,205 shares; 2023Q4: 1,282 shares; 2024Q1: 1,283 shares 1,283 $169K 0.03% +1 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 354 shares; 2023Q1: 354 shares; 2023Q2: 354 shares; 2023Q3: 547 shares; 2023Q4: 3,164 shares; 2024Q1: 3,164 shares 3,164 $169K 0.03% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,646 shares; 2023Q1: 1,646 shares; 2023Q2: 1,646 shares; 2023Q3: 1,646 shares; 2023Q4: 1,646 shares; 2024Q1: 1,646 shares 1,646 $167K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 783 shares; 2023Q1: 783 shares; 2023Q2: 783 shares; 2023Q3: 1,101 shares; 2023Q4: 1,102 shares; 2024Q1: 1,728 shares 1,728 $167K 0.03% +626 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 410 shares; 2023Q1: 410 shares; 2023Q2: 410 shares; 2023Q3: 600 shares; 2023Q4: 572 shares; 2024Q1: 798 shares 798 $165K 0.03% +226 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,376 shares; 2023Q1: 2,376 shares; 2023Q2: 2,376 shares; 2023Q3: 1,495 shares; 2023Q4: 1,495 shares; 2024Q1: 1,439 shares 1,439 $163K 0.03% -56 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 445 shares; 2023Q1: 445 shares; 2023Q2: 445 shares; 2023Q3: 754 shares; 2023Q4: 1,121 shares; 2024Q1: 844 shares 844 $163K 0.03% -277 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,510 shares; 2023Q1: 2,510 shares; 2023Q2: 2,510 shares; 2023Q3: 2,510 shares; 2023Q4: 2,510 shares; 2024Q1: 2,510 shares 2,510 $162K 0.03% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 650 shares; 2023Q1: 650 shares; 2023Q2: 650 shares; 2023Q3: 814 shares; 2023Q4: 753 shares; 2024Q1: 753 shares 753 $161K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,246 shares; 2023Q1: 5,246 shares; 2023Q2: 5,246 shares; 2023Q3: 5,246 shares; 2023Q4: 3,142 shares; 2024Q1: 3,142 shares 3,142 $160K 0.03% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 637 shares; 2023Q1: 637 shares; 2023Q2: 637 shares; 2023Q3: 531 shares; 2023Q4: 531 shares; 2024Q1: 610 shares 610 $158K 0.03% +79 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,972 shares; 2023Q1: 1,972 shares; 2023Q2: 1,972 shares; 2023Q3: 1,972 shares; 2023Q4: 1,238 shares; 2024Q1: 907 shares 907 $158K 0.03% -331 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,988 shares; 2023Q1: 1,988 shares; 2023Q2: 1,988 shares; 2023Q3: 2,697 shares; 2023Q4: 2,711 shares; 2024Q1: 2,765 shares 2,765 $158K 0.03% +54 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 703 shares; 2023Q1: 703 shares; 2023Q2: 703 shares; 2023Q3: 797 shares; 2023Q4: 810 shares; 2024Q1: 858 shares 858 $158K 0.03% +48 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 6,380 shares; 2023Q1: 6,380 shares; 2023Q2: 6,380 shares; 2023Q3: 6,847 shares; 2023Q4: 5,717 shares; 2024Q1: 4,986 shares 4,986 $158K 0.03% -731 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 391 shares; 2023Q1: 391 shares; 2023Q2: 391 shares; 2023Q3: 544 shares; 2023Q4: 562 shares; 2024Q1: 636 shares 636 $157K 0.03% +74 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,657 shares; 2023Q1: 2,657 shares; 2023Q2: 2,657 shares; 2023Q3: 2,741 shares; 2023Q4: 2,657 shares; 2024Q1: 2,697 shares 2,697 $157K 0.03% +40 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,985 shares; 2023Q1: 1,985 shares; 2023Q2: 1,985 shares; 2023Q3: 1,985 shares; 2023Q4: 1,985 shares; 2024Q1: 1,985 shares 1,985 $156K 0.03% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 224 shares; 2023Q1: 224 shares; 2023Q2: 224 shares; 2023Q3: 536 shares; 2023Q4: 1,116 shares; 2024Q1: 1,116 shares 1,116 $155K 0.03% 0 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 50,300 shares; 2023Q1: 50,300 shares; 2023Q2: 50,300 shares; 2023Q3: 9,593 shares; 2023Q4: 6,055 shares; 2024Q1: 6,729 shares 6,729 $153K 0.03% +674 Timeline DIM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,435 shares 2,435 $153K 0.03% new Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,531 shares; 2023Q1: 2,531 shares; 2023Q2: 2,531 shares; 2023Q3: 2,344 shares; 2023Q4: 2,349 shares; 2024Q1: 2,644 shares 2,644 $153K 0.03% +295 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,445 shares 4,445 $153K 0.03% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 77 shares; 2023Q1: 77 shares; 2023Q2: 77 shares; 2023Q3: 71 shares; 2023Q4: 98 shares; 2024Q1: 156 shares 156 $151K 0.03% +58 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,109 shares; 2023Q1: 4,109 shares; 2023Q2: 4,109 shares; 2023Q3: 7,031 shares; 2023Q4: 4,313 shares; 2024Q1: 5,102 shares 5,102 $151K 0.03% +789 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,885 shares; 2024Q1: 1,885 shares 1,885 $151K 0.03% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,174 shares; 2023Q1: 1,174 shares; 2023Q2: 1,174 shares; 2023Q3: 615 shares; 2023Q4: 711 shares; 2024Q1: 759 shares 759 $150K 0.03% +48 Timeline DFE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,500 shares; 2023Q1: 2,500 shares; 2023Q2: 2,500 shares; 2023Q3: 2,500 shares; 2023Q4: 2,500 shares; 2024Q1: 2,500 shares 2,500 $149K 0.03% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 10,718 shares; 2023Q1: 718 shares; 2023Q2: 718 shares; 2023Q3: 1,868 shares; 2023Q4: 2,268 shares; 2024Q1: 2,918 shares 2,918 $146K 0.03% +650 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 84,365 shares; 2023Q1: 84,365 shares; 2023Q2: 84,365 shares; 2023Q3: 20,523 shares; 2023Q4: 14,940 shares; 2024Q1: 12,215 shares 12,215 $145K 0.03% -2,725 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,756 shares 2,756 $145K 0.03% new Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,371 shares; 2024Q1: 2,915 shares 2,915 $143K 0.03% +544 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,698 shares; 2023Q1: 3,698 shares; 2023Q2: 3,698 shares; 2023Q3: 3,698 shares; 2023Q4: 3,698 shares; 2024Q1: 1,375 shares 1,375 $141K 0.03% -2,323 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,065 shares; 2023Q4: 3,890 shares; 2024Q1: 3,890 shares 3,890 $141K 0.03% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 6,385 shares; 2024Q1: 6,385 shares 6,385 $138K 0.03% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 736 shares; 2023Q1: 736 shares; 2023Q2: 736 shares; 2023Q3: 1,936 shares; 2023Q4: 2,315 shares; 2024Q1: 2,772 shares 2,772 $138K 0.03% +457 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 659 shares; 2023Q1: 659 shares; 2023Q2: 659 shares; 2023Q3: 606 shares; 2023Q4: 747 shares; 2024Q1: 1,045 shares 1,045 $137K 0.03% +298 IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,399 shares; 2023Q1: 7,399 shares; 2023Q2: 7,399 shares; 2023Q3: 10,350 shares; 2023Q4: 9,989 shares; 2024Q1: 5,994 shares 5,994 $137K 0.03% -3,995 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,015 shares; 2024Q1: 2,372 shares 2,372 $137K 0.03% +1,357 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,139 shares; 2023Q1: 3,139 shares; 2023Q2: 3,139 shares; 2023Q3: 2,824 shares; 2023Q4: 2,824 shares; 2024Q1: 2,824 shares 2,824 $134K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,120 shares; 2023Q1: 1,120 shares; 2023Q2: 1,120 shares; 2023Q3: 1,704 shares; 2023Q4: 1,704 shares; 2024Q1: 1,374 shares 1,374 $133K 0.03% -330 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,780 shares 3,780 $132K 0.03% new Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 377 shares; 2023Q1: 377 shares; 2023Q2: 377 shares; 2023Q3: 390 shares; 2023Q4: 473 shares; 2024Q1: 522 shares 522 $130K 0.03% +49 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,000 shares; 2023Q1: 1,000 shares; 2023Q2: 1,000 shares; 2023Q3: 1,000 shares; 2023Q4: 1,094 shares; 2024Q1: 1,094 shares 1,094 $128K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,566 shares; 2023Q1: 2,566 shares; 2023Q2: 2,566 shares; 2023Q3: 1,868 shares; 2023Q4: 1,868 shares; 2024Q1: 1,868 shares 1,868 $125K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 665 shares; 2023Q1: 665 shares; 2023Q2: 665 shares; 2023Q3: 693 shares; 2023Q4: 693 shares; 2024Q1: 693 shares 693 $125K 0.02% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 623 shares; 2023Q1: 623 shares; 2023Q2: 623 shares; 2023Q3: 976 shares; 2023Q4: 1,484 shares; 2024Q1: 917 shares 917 $125K 0.02% -567 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,395 shares; 2023Q1: 1,395 shares; 2023Q2: 1,395 shares; 2023Q3: 1,546 shares; 2023Q4: 1,546 shares; 2024Q1: 2,149 shares 2,149 $124K 0.02% +603 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 700 shares; 2023Q1: 700 shares; 2023Q2: 700 shares; 2023Q3: 708 shares; 2023Q4: 708 shares; 2024Q1: 708 shares 708 $123K 0.02% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,939 shares; 2023Q1: 2,939 shares; 2023Q2: 2,939 shares; 2023Q3: 1,476 shares; 2023Q4: 1,476 shares; 2024Q1: 1,726 shares 1,726 $121K 0.02% +250 Timeline MSML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,140 shares; 2023Q1: 2,140 shares; 2023Q2: 2,140 shares; 2023Q3: 2,140 shares; 2023Q4: 2,140 shares; 2024Q1: 2,140 shares 2,140 $120K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,416 shares; 2023Q1: 1,416 shares; 2023Q2: 1,416 shares; 2023Q3: 1,398 shares; 2023Q4: 1,443 shares; 2024Q1: 1,571 shares 1,571 $120K 0.02% +128 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,523 shares; 2023Q1: 1,523 shares; 2023Q2: 1,523 shares; 2023Q3: 998 shares; 2023Q4: 952 shares; 2024Q1: 952 shares 952 $119K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,018 shares; 2023Q1: 4,018 shares; 2023Q2: 4,018 shares; 2023Q3: 3,993 shares; 2023Q4: 4,493 shares; 2024Q1: 4,523 shares 4,523 $119K 0.02% +30 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,580 shares; 2023Q4: 1,964 shares; 2024Q1: 2,425 shares 2,425 $118K 0.02% +461 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,888 shares; 2023Q1: 5,888 shares; 2023Q2: 5,888 shares; 2023Q3: 6,520 shares; 2023Q4: 6,252 shares; 2024Q1: 6,054 shares 6,054 $117K 0.02% -198 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 208 shares; 2023Q1: 208 shares; 2023Q2: 208 shares; 2023Q3: 712 shares; 2023Q4: 712 shares; 2024Q1: 837 shares 837 $116K 0.02% +125 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,830 shares; 2023Q1: 2,830 shares; 2023Q2: 2,830 shares; 2023Q3: 4,053 shares; 2023Q4: 4,299 shares; 2024Q1: 5,351 shares 5,351 $115K 0.02% +1,052 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,750 shares; 2023Q1: 2,750 shares; 2023Q2: 2,750 shares; 2023Q3: 2,750 shares; 2023Q4: 2,750 shares; 2024Q1: 2,750 shares 2,750 $114K 0.02% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 12,600 shares; 2023Q1: 12,600 shares; 2023Q2: 12,600 shares; 2023Q3: 10,600 shares; 2023Q4: 13,600 shares; 2024Q1: 13,600 shares 13,600 $113K 0.02% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 279 shares; 2023Q1: 279 shares; 2023Q2: 279 shares; 2023Q3: 268 shares; 2023Q4: 258 shares; 2024Q1: 2,378 shares 2,378 $113K 0.02% +2,120 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 94 shares; 2023Q1: 94 shares; 2023Q2: 94 shares; 2023Q3: 94 shares; 2023Q4: 94 shares; 2024Q1: 94 shares 94 $112K 0.02% 0 ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 791 shares; 2023Q1: 791 shares; 2023Q2: 3,791 shares; 2023Q3: 774 shares; 2023Q4: 674 shares; 2024Q1: 674 shares 674 $111K 0.02% 0 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,001 shares; 2023Q1: 3,001 shares; 2023Q2: 3,001 shares; 2023Q3: 4,288 shares; 2023Q4: 4,288 shares; 2024Q1: 5,428 shares 5,428 $109K 0.02% +1,140 Timeline IBTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,663 shares; 2023Q1: 2,663 shares; 2023Q2: 2,663 shares; 2023Q3: 3,803 shares; 2023Q4: 3,803 shares; 2024Q1: 4,803 shares 4,803 $109K 0.02% +1,000 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,558 shares; 2023Q1: 1,558 shares; 2023Q2: 1,558 shares; 2023Q3: 1,334 shares; 2023Q4: 1,335 shares; 2024Q1: 1,336 shares 1,336 $109K 0.02% +1 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,864 shares; 2024Q1: 1,864 shares 1,864 $108K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,127 shares; 2023Q1: 3,127 shares; 2023Q2: 3,127 shares; 2023Q3: 4,474 shares; 2023Q4: 4,474 shares; 2024Q1: 5,574 shares 5,574 $108K 0.02% +1,100 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,743 shares; 2023Q1: 1,743 shares; 2023Q2: 1,743 shares; 2023Q3: 1,803 shares; 2023Q4: 1,803 shares; 2024Q1: 1,803 shares 1,803 $108K 0.02% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,530 shares; 2023Q1: 1,530 shares; 2023Q2: 1,530 shares; 2023Q3: 1,530 shares; 2023Q4: 1,230 shares; 2024Q1: 1,230 shares 1,230 $108K 0.02% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,640 shares; 2023Q1: 2,640 shares; 2023Q2: 2,640 shares; 2023Q3: 2,326 shares; 2023Q4: 1,820 shares; 2024Q1: 1,375 shares 1,375 $106K 0.02% -445 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,183 shares; 2023Q1: 4,183 shares; 2023Q2: 4,183 shares; 2023Q3: 5,476 shares; 2023Q4: 5,476 shares; 2024Q1: 2,866 shares 2,866 $106K 0.02% -2,610 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 308 shares; 2023Q4: 339 shares; 2024Q1: 1,157 shares 1,157 $105K 0.02% +818 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 368 shares; 2023Q1: 368 shares; 2023Q2: 368 shares; 2023Q3: 1,134 shares; 2023Q4: 1,640 shares; 2024Q1: 1,649 shares 1,649 $105K 0.02% +9 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,713 shares; 2023Q1: 1,713 shares; 2023Q2: 1,713 shares; 2023Q3: 1,825 shares; 2023Q4: 1,842 shares; 2024Q1: 1,537 shares 1,537 $104K 0.02% -305 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,586 shares; 2023Q1: 4,586 shares; 2023Q2: 4,586 shares; 2023Q3: 4,586 shares; 2023Q4: 4,586 shares; 2024Q1: 4,586 shares 4,586 $104K 0.02% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 189 shares; 2023Q1: 189 shares; 2023Q2: 189 shares; 2023Q3: 169 shares; 2023Q4: 136 shares; 2024Q1: 124 shares 124 $103K 0.02% -12 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 106 shares; 2023Q1: 106 shares; 2023Q2: 106 shares; 2023Q3: 469 shares; 2023Q4: 380 shares; 2024Q1: 781 shares 781 $102K 0.02% +401 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,225 shares; 2023Q1: 1,225 shares; 2023Q2: 1,225 shares; 2023Q3: 997 shares; 2023Q4: 2,127 shares; 2024Q1: 2,126 shares 2,126 $102K 0.02% -1 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 576 shares; 2023Q1: 576 shares; 2023Q2: 576 shares; 2023Q3: 331 shares; 2023Q4: 420 shares; 2024Q1: 790 shares 790 $101K 0.02% +370 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 21,668 shares; 2024Q1: 11,668 shares 11,668 $101K 0.02% -10,000 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 688 shares; 2023Q1: 688 shares; 2023Q2: 688 shares; 2023Q3: 688 shares; 2023Q4: 988 shares; 2024Q1: 1,153 shares 1,153 $101K 0.02% +165 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,148 shares; 2023Q1: 1,148 shares; 2023Q2: 1,148 shares; 2023Q3: 988 shares; 2023Q4: 988 shares; 2024Q1: 943 shares 943 $100K 0.02% -45 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,069 shares; 2023Q1: 1,069 shares; 2023Q2: 1,069 shares; 2023Q3: 1,032 shares; 2023Q4: 978 shares; 2024Q1: 998 shares 998 $99.1K 0.02% +20 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,398 shares; 2023Q1: 4,398 shares; 2023Q2: 4,398 shares; 2023Q3: 4,398 shares; 2023Q4: 3,702 shares; 2024Q1: 1,902 shares 1,902 $98.1K 0.02% -1,800 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 613 shares; 2023Q1: 613 shares; 2023Q2: 613 shares; 2023Q3: 600 shares; 2023Q4: 600 shares; 2024Q1: 835 shares 835 $98K 0.02% +235 Timeline DNL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,763 shares; 2023Q4: 2,509 shares; 2024Q1: 2,509 shares 2,509 $97.6K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,000 shares; 2024Q1: 3,000 shares 3,000 $97.5K 0.02% 0 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 10,524 shares; 2023Q1: 10,524 shares; 2023Q2: 10,524 shares; 2023Q3: 4,114 shares; 2023Q4: 2,305 shares; 2024Q1: 2,015 shares 2,015 $97.2K 0.02% -290 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 929 shares; 2023Q1: 929 shares; 2023Q2: 929 shares; 2023Q3: 686 shares; 2023Q4: 686 shares; 2024Q1: 1,320 shares 1,320 $96.7K 0.02% +634 Timeline TAN 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,200 shares; 2023Q1: 1,200 shares; 2023Q2: 1,200 shares; 2023Q3: 1,200 shares; 2023Q4: 1,200 shares; 2024Q1: 2,128 shares 2,128 $96.5K 0.02% +928 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,949 shares; 2023Q1: 5,949 shares; 2023Q2: 5,949 shares; 2023Q3: 4,949 shares; 2023Q4: 4,949 shares; 2024Q1: 4,949 shares 4,949 $96.3K 0.02% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,458 shares; 2023Q1: 1,458 shares; 2023Q2: 1,458 shares; 2023Q3: 798 shares; 2023Q4: 772 shares; 2024Q1: 772 shares 772 $94.8K 0.02% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 790 shares; 2023Q1: 790 shares; 2023Q2: 790 shares; 2023Q3: 790 shares; 2023Q4: 790 shares; 2024Q1: 790 shares 790 $93.1K 0.02% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 920 shares; 2023Q4: 920 shares; 2024Q1: 920 shares 920 $92.8K 0.02% 0 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 12,949 shares; 2023Q1: 12,949 shares; 2023Q2: 12,949 shares; 2023Q3: 1,718 shares; 2023Q4: 1,679 shares; 2024Q1: 1,639 shares 1,639 $92.8K 0.02% -40 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 600 shares; 2023Q1: 600 shares; 2023Q2: 600 shares; 2023Q3: 600 shares; 2023Q4: 700 shares; 2024Q1: 700 shares 700 $92.4K 0.02% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 8,500 shares; 2023Q1: 8,500 shares; 2023Q2: 8,500 shares; 2023Q3: 13,000 shares; 2023Q4: not reported; 2024Q1: 4,000 shares 4,000 $90.3K 0.02% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,399 shares; 2023Q1: 1,399 shares; 2023Q2: 1,399 shares; 2023Q3: 1,183 shares; 2023Q4: 1,186 shares; 2024Q1: 1,188 shares 1,188 $90.3K 0.02% +2 Timeline QCLN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,500 shares; 2023Q1: 1,500 shares; 2023Q2: 1,500 shares; 2023Q3: 1,500 shares; 2023Q4: 1,500 shares; 2024Q1: 2,589 shares 2,589 $89.8K 0.02% +1,089 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,408 shares; 2023Q4: 1,408 shares; 2024Q1: 5,076 shares 5,076 $88.8K 0.02% +3,668 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 94 shares; 2023Q1: 94 shares; 2023Q2: 94 shares; 2023Q3: 132 shares; 2023Q4: 186 shares; 2024Q1: 366 shares 366 $88.7K 0.02% +180 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,372 shares; 2023Q1: 1,372 shares; 2023Q2: 1,372 shares; 2023Q3: 291 shares; 2023Q4: 291 shares; 2024Q1: 291 shares 291 $88.7K 0.02% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 756 shares; 2023Q1: 756 shares; 2023Q2: 756 shares; 2023Q3: 756 shares; 2023Q4: 756 shares; 2024Q1: 756 shares 756 $88.3K 0.02% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 780 shares; 2023Q1: 780 shares; 2023Q2: 780 shares; 2023Q3: 780 shares; 2023Q4: 2,780 shares; 2024Q1: 2,780 shares 2,780 $88.3K 0.02% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 841 shares; 2023Q1: 841 shares; 2023Q2: 841 shares; 2023Q3: 853 shares; 2023Q4: 783 shares; 2024Q1: 783 shares 783 $87.6K 0.02% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 108 shares; 2023Q1: 108 shares; 2023Q2: 108 shares; 2023Q3: 108 shares; 2023Q4: 108 shares; 2024Q1: 466 shares 466 $86.1K 0.02% +358 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 173 shares; 2023Q1: 173 shares; 2023Q2: 173 shares; 2023Q3: 93 shares; 2023Q4: 192 shares; 2024Q1: 1,161 shares 1,161 $86.1K 0.02% +969 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 284 shares; 2023Q1: 284 shares; 2023Q2: 284 shares; 2023Q3: 284 shares; 2023Q4: 284 shares; 2024Q1: 284 shares 284 $85.3K 0.02% 0 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 50 shares 50 $85.2K 0.02% new Timeline WEN WENDYS CO More: the full row for WENDYS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 828 shares; 2023Q1: 828 shares; 2023Q2: 828 shares; 2023Q3: 5,150 shares; 2023Q4: 5,150 shares; 2024Q1: 4,510 shares 4,510 $85K 0.02% -640 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 8,892 shares; 2023Q1: 8,892 shares; 2023Q2: 8,892 shares; 2023Q3: 8,892 shares; 2023Q4: 8,892 shares; 2024Q1: 4,446 shares 4,446 $83.4K 0.02% -4,446 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 227 shares; 2023Q4: 227 shares; 2024Q1: 3,000 shares 3,000 $81.1K 0.02% +2,773 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,641 shares 2,641 $81.1K 0.02% new Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,977 shares; 2023Q1: 1,977 shares; 2023Q2: 1,977 shares; 2023Q3: 1,876 shares; 2023Q4: 944 shares; 2024Q1: 856 shares 856 $80.8K 0.02% -88 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,640 shares; 2023Q1: 7,640 shares; 2023Q2: 7,640 shares; 2023Q3: 1,024 shares; 2023Q4: 682 shares; 2024Q1: 1,330 shares 1,330 $80.2K 0.02% +648 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,000 shares; 2023Q1: 1,000 shares; 2023Q2: 1,000 shares; 2023Q3: 1,240 shares; 2023Q4: 1,240 shares; 2024Q1: 1,000 shares 1,000 $80.2K 0.02% -240 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,595 shares; 2023Q1: 1,595 shares; 2023Q2: 1,595 shares; 2023Q3: 1,693 shares; 2023Q4: 1,693 shares; 2024Q1: 1,773 shares 1,773 $80.1K 0.02% +80 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 319 shares; 2023Q1: 319 shares; 2023Q2: 319 shares; 2023Q3: 491 shares; 2023Q4: 467 shares; 2024Q1: 890 shares 890 $79.8K 0.02% +423 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,097 shares; 2023Q1: 3,097 shares; 2023Q2: 3,097 shares; 2023Q3: 3,209 shares; 2023Q4: 3,209 shares; 2024Q1: 3,295 shares 3,295 $79.1K 0.02% +86 Timeline SNV SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 570 shares; 2023Q1: 570 shares; 2023Q2: 570 shares; 2023Q3: 428 shares; 2023Q4: 198 shares; 2024Q1: 1,968 shares 1,968 $78.8K 0.02% +1,770 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 544 shares; 2023Q1: 544 shares; 2023Q2: 544 shares; 2023Q3: 1,229 shares; 2023Q4: 1,210 shares; 2024Q1: 1,457 shares 1,457 $78.2K 0.02% +247 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 201 shares; 2023Q1: 201 shares; 2023Q2: 201 shares; 2023Q3: 263 shares; 2023Q4: 263 shares; 2024Q1: 263 shares 263 $77.5K 0.01% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 8,497 shares; 2023Q1: 3,497 shares; 2023Q2: 13,497 shares; 2023Q3: 2,665 shares; 2023Q4: 1,880 shares; 2024Q1: 1,880 shares 1,880 $77.2K 0.01% 0 Timeline BROOKFIELD RENEWABLE CORP BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 641 shares; 2023Q1: 641 shares; 2023Q2: 641 shares; 2023Q3: 3,125 shares; 2023Q4: 3,094 shares; 2024Q1: 3,100 shares 3,100 $76.2K 0.01% +6 PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 87 shares; 2023Q1: 1,087 shares; 2023Q2: 1,087 shares; 2023Q3: 1,024 shares; 2023Q4: 1,126 shares; 2024Q1: 267 shares 267 $75.9K 0.01% -859 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,865 shares; 2023Q1: 1,865 shares; 2023Q2: 1,865 shares; 2023Q3: 1,099 shares; 2023Q4: 616 shares; 2024Q1: 616 shares 616 $75.3K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,568 shares; 2023Q1: 1,568 shares; 2023Q2: 1,568 shares; 2023Q3: 657 shares; 2023Q4: 657 shares; 2024Q1: 657 shares 657 $75K 0.01% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 460 shares; 2023Q1: 460 shares; 2023Q2: 460 shares; 2023Q3: 531 shares; 2023Q4: 282 shares; 2024Q1: 282 shares 282 $74.8K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 362 shares; 2023Q1: 362 shares; 2023Q2: 362 shares; 2023Q3: 362 shares; 2023Q4: 362 shares; 2024Q1: 1,235 shares 1,235 $74.6K 0.01% +873 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 205 shares; 2023Q4: 174 shares; 2024Q1: 160 shares 160 $74.3K 0.01% -14 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 479 shares; 2023Q1: 479 shares; 2023Q2: 479 shares; 2023Q3: 427 shares; 2023Q4: 481 shares; 2024Q1: 640 shares 640 $74.1K 0.01% +159 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,365 shares; 2023Q1: 1,365 shares; 2023Q2: 1,365 shares; 2023Q3: 1,115 shares; 2023Q4: 1,022 shares; 2024Q1: 1,285 shares 1,285 $74.1K 0.01% +263 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,123 shares; 2023Q1: 4,123 shares; 2023Q2: 4,123 shares; 2023Q3: 4,123 shares; 2023Q4: 4,123 shares; 2024Q1: 4,123 shares 4,123 $73.8K 0.01% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 408 shares; 2023Q1: 408 shares; 2023Q2: 408 shares; 2023Q3: 649 shares; 2023Q4: 635 shares; 2024Q1: 622 shares 622 $71.7K 0.01% -13 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 815 shares; 2023Q1: 815 shares; 2023Q2: 815 shares; 2023Q3: not reported; 2023Q4: 1,450 shares; 2024Q1: 1,450 shares 1,450 $71.6K 0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 267 shares; 2023Q1: 267 shares; 2023Q2: 267 shares; 2023Q3: 474 shares; 2023Q4: 362 shares; 2024Q1: 362 shares 362 $71.6K 0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 644 shares; 2023Q1: 644 shares; 2023Q2: 644 shares; 2023Q3: 523 shares; 2023Q4: 793 shares; 2024Q1: 586 shares 586 $70.7K 0.01% -207 Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,500 shares; 2024Q1: 1,500 shares 1,500 $70.3K 0.01% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 768 shares; 2023Q1: 768 shares; 2023Q2: 768 shares; 2023Q3: 768 shares; 2023Q4: 768 shares; 2024Q1: 768 shares 768 $70.1K 0.01% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 41 shares; 2023Q1: 41 shares; 2023Q2: 41 shares; 2023Q3: 447 shares; 2023Q4: 379 shares; 2024Q1: 324 shares 324 $69.9K 0.01% -55 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 11,783 shares; 2023Q1: 4,283 shares; 2023Q2: 4,283 shares; 2023Q3: 433 shares; 2023Q4: 2,373 shares; 2024Q1: 332 shares 332 $69.8K 0.01% -2,041 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 46,990 shares; 2023Q1: 46,990 shares; 2023Q2: 46,990 shares; 2023Q3: 1,266 shares; 2023Q4: 1,111 shares; 2024Q1: 1,111 shares 1,111 $69.8K 0.01% 0 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,040 shares; 2023Q1: 1,040 shares; 2023Q2: 1,040 shares; 2023Q3: 880 shares; 2023Q4: 880 shares; 2024Q1: 880 shares 880 $68.9K 0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,134 shares; 2023Q4: 1,060 shares; 2024Q1: 1,062 shares 1,062 $68.5K 0.01% +2 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,016 shares 2,016 $67.9K 0.01% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,627 shares; 2023Q1: 1,627 shares; 2023Q2: 1,627 shares; 2023Q3: 707 shares; 2023Q4: 909 shares; 2024Q1: 909 shares 909 $67.4K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 32 shares; 2023Q1: 32 shares; 2023Q2: 32 shares; 2023Q3: 32 shares; 2023Q4: 32 shares; 2024Q1: 118 shares 118 $66.2K 0.01% +86 Timeline SCSC SCANSOURCE INC More: the full row for SCANSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,500 shares; 2023Q1: 1,500 shares; 2023Q2: 1,500 shares; 2023Q3: 1,500 shares; 2023Q4: 1,500 shares; 2024Q1: 1,500 shares 1,500 $66.1K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 3,306 shares; 2023Q4: 3,490 shares; 2024Q1: 3,057 shares 3,057 $65.6K 0.01% -433 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 95 shares; 2023Q4: 95 shares; 2024Q1: 1,171 shares 1,171 $64.4K 0.01% +1,076 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 368 shares; 2023Q1: 368 shares; 2023Q2: 368 shares; 2023Q3: 376 shares; 2023Q4: 389 shares; 2024Q1: 391 shares 391 $63.9K 0.01% +2 Timeline AMR ALPHA METALLURGICAL RESOUR I More: the full row for ALPHA METALLURGICAL RESOUR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 190 shares; 2024Q1: 190 shares 190 $62.9K 0.01% 0 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 543 shares; 2023Q1: 543 shares; 2023Q2: 543 shares; 2023Q3: 543 shares; 2023Q4: 543 shares; 2024Q1: 743 shares 743 $62.9K 0.01% +200 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,066 shares; 2023Q1: 1,066 shares; 2023Q2: 1,066 shares; 2023Q3: 1,511 shares; 2023Q4: 402 shares; 2024Q1: 1,677 shares 1,677 $62.2K 0.01% +1,275 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,468 shares; 2023Q1: 2,468 shares; 2023Q2: 468 shares; 2023Q3: 582 shares; 2023Q4: 582 shares; 2024Q1: 582 shares 582 $62K 0.01% 0 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 189 shares; 2023Q4: 189 shares; 2024Q1: 473 shares 473 $61.7K 0.01% +284 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 100 shares; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 74 shares; 2023Q4: 138 shares; 2024Q1: 140 shares 140 $61K 0.01% +2 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,608 shares; 2023Q1: 1,608 shares; 2023Q2: 1,608 shares; 2023Q3: 1,558 shares; 2023Q4: 1,558 shares; 2024Q1: 1,558 shares 1,558 $60.6K 0.01% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 122 shares; 2023Q1: 122 shares; 2023Q2: 122 shares; 2023Q3: 183 shares; 2023Q4: 296 shares; 2024Q1: 746 shares 746 $60.6K 0.01% +450 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,325 shares; 2024Q1: 1,409 shares 1,409 $60.5K 0.01% +84 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 115 shares; 2023Q1: 115 shares; 2023Q2: 115 shares; 2023Q3: 115 shares; 2023Q4: 115 shares; 2024Q1: 414 shares 414 $60.2K 0.01% +299 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,212 shares 1,212 $60.2K 0.01% new Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 525 shares; 2023Q1: 525 shares; 2023Q2: 525 shares; 2023Q3: 466 shares; 2023Q4: 466 shares; 2024Q1: 512 shares 512 $59.8K 0.01% +46 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 27 shares; 2023Q1: 27 shares; 2023Q2: 27 shares; 2023Q3: 1,425 shares; 2023Q4: 728 shares; 2024Q1: 728 shares 728 $59.7K 0.01% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 636 shares; 2023Q1: 636 shares; 2023Q2: 636 shares; 2023Q3: 284 shares; 2023Q4: 315 shares; 2024Q1: 288 shares 288 $59.6K 0.01% -27 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 381 shares; 2023Q1: 381 shares; 2023Q2: 381 shares; 2023Q3: 381 shares; 2023Q4: 398 shares; 2024Q1: 398 shares 398 $59.3K 0.01% 0 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,450 shares; 2023Q4: 1,450 shares; 2024Q1: 1,450 shares 1,450 $59.1K 0.01% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 975 shares; 2023Q1: 975 shares; 2023Q2: 975 shares; 2023Q3: 763 shares; 2023Q4: 763 shares; 2024Q1: 763 shares 763 $58.5K 0.01% 0 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 123 shares; 2023Q4: 152 shares; 2024Q1: 144 shares 144 $58.2K 0.01% -8 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 97 shares; 2023Q1: 97 shares; 2023Q2: 97 shares; 2023Q3: 67 shares; 2023Q4: 119 shares; 2024Q1: 379 shares 379 $58K 0.01% +260 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 202 shares; 2023Q1: 202 shares; 2023Q2: 202 shares; 2023Q3: 163 shares; 2023Q4: 163 shares; 2024Q1: 163 shares 163 $57K 0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 131 shares; 2023Q4: 166 shares; 2024Q1: 170 shares 170 $56.7K 0.01% +4 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 247 shares; 2023Q1: 247 shares; 2023Q2: 247 shares; 2023Q3: 247 shares; 2023Q4: 242 shares; 2024Q1: 242 shares 242 $55.9K 0.01% 0 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 20 shares; 2023Q1: 20 shares; 2023Q2: 20 shares; 2023Q3: 20 shares; 2023Q4: 113 shares; 2024Q1: 113 shares 113 $55.2K 0.01% 0 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 292 shares; 2023Q1: 292 shares; 2023Q2: 292 shares; 2023Q3: 292 shares; 2023Q4: 292 shares; 2024Q1: 429 shares 429 $55.1K 0.01% +137 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,553 shares; 2023Q1: 2,553 shares; 2023Q2: 2,553 shares; 2023Q3: 2,553 shares; 2023Q4: 2,553 shares; 2024Q1: 3,003 shares 3,003 $55.1K 0.01% +450 Timeline MBIN MERCHANTS BANCORP IND More: the full row for MERCHANTS BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,215 shares; 2023Q1: 1,215 shares; 2023Q2: 1,215 shares; 2023Q3: 1,288 shares; 2023Q4: 1,271 shares; 2024Q1: 1,271 shares 1,271 $54.9K 0.01% 0 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 476 shares; 2023Q4: 521 shares; 2024Q1: 172 shares 172 $54.6K 0.01% -349 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,176 shares; 2023Q1: 1,176 shares; 2023Q2: 1,176 shares; 2023Q3: 1,232 shares; 2023Q4: 955 shares; 2024Q1: 955 shares 955 $54.5K 0.01% 0 Timeline SPDW 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,517 shares; 2023Q4: 1,517 shares; 2024Q1: 1,517 shares 1,517 $54.4K 0.01% 0 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 378 shares; 2023Q1: 378 shares; 2023Q2: 378 shares; 2023Q3: 339 shares; 2023Q4: 284 shares; 2024Q1: 347 shares 347 $54.2K 0.01% +63 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 774 shares; 2023Q4: 774 shares; 2024Q1: 774 shares 774 $53.9K 0.01% 0 Timeline DWX 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,525 shares; 2023Q1: 1,525 shares; 2023Q2: 1,525 shares; 2023Q3: 1,525 shares; 2023Q4: 1,525 shares; 2024Q1: 1,525 shares 1,525 $53.6K 0.01% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 183 shares; 2023Q1: 183 shares; 2023Q2: 183 shares; 2023Q3: 260 shares; 2023Q4: 295 shares; 2024Q1: 316 shares 316 $53.5K 0.01% +21 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,574 shares; 2023Q1: 1,574 shares; 2023Q2: 1,574 shares; 2023Q3: 1,345 shares; 2023Q4: 659 shares; 2024Q1: 550 shares 550 $53.5K 0.01% -109 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 82 shares; 2023Q1: 82 shares; 2023Q2: 82 shares; 2023Q3: 597 shares; 2023Q4: 597 shares; 2024Q1: 597 shares 597 $53.4K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 116 shares; 2023Q1: 116 shares; 2023Q2: 116 shares; 2023Q3: 100 shares; 2023Q4: 280 shares; 2024Q1: 310 shares 310 $53.2K 0.01% +30 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 523 shares; 2023Q1: 523 shares; 2023Q2: 523 shares; 2023Q3: 322 shares; 2023Q4: 322 shares; 2024Q1: 255 shares 255 $53.2K 0.01% -67 Timeline YTRA YATRA ONLINE INC More: the full row for YATRA ONLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 22,320 shares; 2023Q1: 22,320 shares; 2023Q2: 22,320 shares; 2023Q3: 29,420 shares; 2023Q4: 29,420 shares; 2024Q1: 33,420 shares 33,420 $53.1K 0.01% +4,000 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,165 shares; 2023Q1: 1,165 shares; 2023Q2: 1,165 shares; 2023Q3: 894 shares; 2023Q4: 988 shares; 2024Q1: 988 shares 988 $53.1K 0.01% 0 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 56 shares; 2023Q1: 56 shares; 2023Q2: 56 shares; 2023Q3: 1,168 shares; 2023Q4: 1,168 shares; 2024Q1: 1,168 shares 1,168 $53K 0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,000 shares; 2023Q1: 1,000 shares; 2023Q2: 1,000 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,355 shares 1,355 $52.9K 0.01% new Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 16 shares; 2023Q1: 16 shares; 2023Q2: 16 shares; 2023Q3: 64 shares; 2023Q4: 64 shares; 2024Q1: 64 shares 64 $52.8K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 325 shares; 2023Q1: 325 shares; 2023Q2: 325 shares; 2023Q3: 325 shares; 2023Q4: 325 shares; 2024Q1: 1,400 shares 1,400 $52.6K 0.01% +1,075 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,240 shares; 2023Q1: 1,240 shares; 2023Q2: 1,240 shares; 2023Q3: 1,240 shares; 2023Q4: 1,240 shares; 2024Q1: 1,240 shares 1,240 $52.4K 0.01% 0 Timeline