IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 58,355 shares; 2023Q1: 58,355 shares; 2023Q2: 58,355 shares; 2023Q3: 61,623 shares; 2023Q4: 61,687 shares; 2024Q1: 59,793 shares; 2024Q2: 61,365 shares 61,365 $33.6M 6.11% +1,572 Timeline IMTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 269,874 shares; 2023Q1: 269,874 shares; 2023Q2: 269,874 shares; 2023Q3: 527,036 shares; 2023Q4: 540,372 shares; 2024Q1: 518,712 shares; 2024Q2: 502,655 shares 502,655 $21.4M 3.9% -16,057 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 3,178 shares; 2023Q1: 3,178 shares; 2023Q2: 5,678 shares; 2023Q3: 4,230 shares; 2023Q4: 5,759 shares; 2024Q1: 4,173 shares; 2024Q2: 42,492 shares 42,492 $18.6M 3.38% +38,319 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 110,984 shares; 2023Q1: 110,984 shares; 2023Q2: 110,976 shares; 2023Q3: 108,316 shares; 2023Q4: 106,964 shares; 2024Q1: 86,247 shares; 2024Q2: 84,019 shares 84,019 $17.7M 3.22% -2,228 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 205,123 shares; 2023Q1: 205,123 shares; 2023Q2: 205,123 shares; 2023Q3: 211,946 shares; 2023Q4: 213,262 shares; 2024Q1: 206,055 shares; 2024Q2: 201,248 shares 201,248 $14.6M 2.66% -4,807 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 607,364 shares 607,364 $13.5M 2.46% +82,186 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 73,387 shares; 2023Q4: 99,762 shares; 2024Q1: 115,464 shares; 2024Q2: 135,999 shares 135,999 $12.4M 2.25% +20,535 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; 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; 2024Q2: 531,849 shares 531,849 $12.3M 2.25% +12,323 IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 104,978 shares; 2023Q1: 104,978 shares; 2023Q2: 104,978 shares; 2023Q3: 109,717 shares; 2023Q4: 114,995 shares; 2024Q1: 114,041 shares; 2024Q2: 113,191 shares 113,191 $12.1M 2.2% -850 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 37,527 shares; 2023Q1: 37,527 shares; 2023Q2: 37,527 shares; 2023Q3: 36,992 shares; 2023Q4: 37,612 shares; 2024Q1: 25,066 shares; 2024Q2: 25,419 shares 25,419 $11.4M 2.07% +353 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 450,022 shares; 2023Q1: 450,022 shares; 2023Q2: 450,022 shares; 2023Q3: 551,219 shares; 2023Q4: 563,688 shares; 2024Q1: 552,626 shares; 2024Q2: 496,196 shares 496,196 $11M 1.99% -56,430 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; 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; 2024Q2: 147,466 shares 147,466 $10.8M 1.96% -3,415 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 4,327 shares; 2023Q1: 4,327 shares; 2023Q2: 4,327 shares; 2023Q3: 20,577 shares; 2023Q4: 27,213 shares; 2024Q1: 31,161 shares; 2024Q2: 32,290 shares 32,290 $9.61M 1.75% +1,129 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 164,923 shares 164,923 $8.83M 1.61% +4,317 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; 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; 2024Q2: 160,097 shares 160,097 $8.06M 1.47% -12,920 Timeline ISHARES ISHARES More: the full row for ISHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 264,767 shares 264,767 $6.65M 1.21% +4,219 GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 37,517 shares; 2023Q1: 37,517 shares; 2023Q2: 37,517 shares; 2023Q3: 35,468 shares; 2023Q4: 35,103 shares; 2024Q1: 32,968 shares; 2024Q2: 33,166 shares 33,166 $6.04M 1.1% +198 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 23,124 shares; 2023Q1: 23,124 shares; 2023Q2: 23,124 shares; 2023Q3: 22,925 shares; 2023Q4: 25,342 shares; 2024Q1: 29,080 shares; 2024Q2: 30,008 shares 30,008 $5.8M 1.06% +928 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; 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; 2024Q2: 230,990 shares 230,990 $5.74M 1.05% +3,387 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 148,896 shares; 2024Q2: 154,630 shares 154,630 $5.61M 1.02% +5,734 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 207,349 shares; 2023Q1: 207,349 shares; 2023Q2: 207,349 shares; 2023Q3: 235,792 shares; 2023Q4: 230,419 shares; 2024Q1: 228,281 shares; 2024Q2: 233,626 shares 233,626 $5.56M 1.01% +5,345 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 61,538 shares 61,538 $5.5M 1% +395 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 16,195 shares; 2023Q1: 17,195 shares; 2023Q2: 17,195 shares; 2023Q3: 16,678 shares; 2023Q4: 16,335 shares; 2024Q1: 10,905 shares; 2024Q2: 10,568 shares 10,568 $5.33M 0.97% -337 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 43,995 shares; 2023Q1: 43,995 shares; 2023Q2: 43,995 shares; 2023Q3: 39,458 shares; 2023Q4: 44,858 shares; 2024Q1: 40,915 shares; 2024Q2: 40,995 shares 40,995 $4.87M 0.89% +80 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 58,254 shares 58,254 $4.86M 0.88% -5,083 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; 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; 2024Q2: 122,928 shares 122,928 $4.58M 0.83% -4,660 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 2,664 shares 2,664 $4.28M 0.78% -13 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 89,528 shares; 2023Q4: 82,816 shares; 2024Q1: 82,582 shares; 2024Q2: 83,774 shares 83,774 $4.23M 0.77% +1,192 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 27,885 shares; 2024Q2: 179,260 shares 179,260 $4.02M 0.73% +151,375 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 40,169 shares; 2023Q1: 40,169 shares; 2023Q2: 40,169 shares; 2023Q3: 34,562 shares; 2023Q4: 34,885 shares; 2024Q1: 28,305 shares; 2024Q2: 42,494 shares 42,494 $3.47M 0.63% +14,189 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; 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; 2024Q2: 18,402 shares 18,402 $3.36M 0.61% +52 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; 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; 2024Q2: 21,691 shares 21,691 $3.26M 0.59% +155 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 24,473 shares; 2023Q1: 24,473 shares; 2023Q2: 24,473 shares; 2023Q3: 19,687 shares; 2023Q4: 19,281 shares; 2024Q1: 16,296 shares; 2024Q2: 16,913 shares 16,913 $3.1M 0.56% +617 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 21,807 shares; 2023Q1: 21,807 shares; 2023Q2: 21,807 shares; 2023Q3: 23,262 shares; 2023Q4: 23,246 shares; 2024Q1: 26,277 shares; 2024Q2: 29,885 shares 29,885 $3M 0.55% +3,608 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; 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; 2024Q2: 67,597 shares 67,597 $2.97M 0.54% +3,664 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; 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; 2024Q2: 35,621 shares 35,621 $2.9M 0.53% +1,946 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; 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; 2024Q2: 179,446 shares 179,446 $2.88M 0.52% -11,764 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; 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; 2024Q2: 27,253 shares 27,253 $2.8M 0.51% +1,367 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 8,484 shares 8,484 $2.65M 0.48% +363 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 46,396 shares; 2024Q2: 48,896 shares 48,896 $2.6M 0.47% +2,500 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 12,312 shares; 2023Q1: 12,312 shares; 2023Q2: 12,312 shares; 2023Q3: 12,891 shares; 2023Q4: 12,479 shares; 2024Q1: 12,386 shares; 2024Q2: 12,749 shares 12,749 $2.58M 0.47% +363 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 5,826 shares; 2023Q1: 5,826 shares; 2023Q2: 5,826 shares; 2023Q3: 6,217 shares; 2023Q4: 6,229 shares; 2024Q1: 6,936 shares; 2024Q2: 6,892 shares 6,892 $2.37M 0.43% -44 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 12,885 shares; 2023Q1: 12,885 shares; 2023Q2: 12,885 shares; 2023Q3: 12,961 shares; 2023Q4: 11,747 shares; 2024Q1: 11,947 shares; 2024Q2: 11,910 shares 11,910 $2.37M 0.43% -37 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 12,091 shares; 2023Q1: 12,219 shares; 2023Q2: 12,219 shares; 2023Q3: 12,773 shares; 2023Q4: 13,515 shares; 2024Q1: 14,118 shares; 2024Q2: 14,332 shares 14,332 $2.36M 0.43% +214 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 21,197 shares; 2023Q1: 21,197 shares; 2023Q2: 19,863 shares; 2023Q3: 35,361 shares; 2023Q4: 34,893 shares; 2024Q1: 40,838 shares; 2024Q2: 41,513 shares 41,513 $2.34M 0.43% +675 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 12,583 shares 12,583 $2.29M 0.42% +3,301 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; 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; 2024Q2: 31,221 shares 31,221 $2.25M 0.41% +15,914 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 28,705 shares 28,705 $2.24M 0.41% +2,844 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; 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; 2024Q2: 18,437 shares 18,437 $2.19M 0.4% +2,648 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 8,699 shares; 2023Q1: 8,699 shares; 2023Q2: 8,699 shares; 2023Q3: 9,910 shares; 2023Q4: 9,898 shares; 2024Q1: 30,292 shares; 2024Q2: 32,246 shares 32,246 $2.18M 0.4% +1,954 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 10,758 shares; 2023Q1: 10,758 shares; 2023Q2: 10,758 shares; 2023Q3: 11,716 shares; 2023Q4: 11,539 shares; 2024Q1: 11,764 shares; 2024Q2: 12,430 shares 12,430 $2.13M 0.39% +666 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,284 shares; 2023Q1: 1,284 shares; 2023Q2: 5,284 shares; 2023Q3: 3,071 shares; 2023Q4: 4,816 shares; 2024Q1: 4,792 shares; 2024Q2: 4,658 shares 4,658 $2.11M 0.38% -134 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 35,100 shares; 2023Q1: 35,100 shares; 2023Q2: 35,100 shares; 2023Q3: 45,100 shares; 2023Q4: 45,100 shares; 2024Q1: 42,720 shares; 2024Q2: 42,720 shares 42,720 $2.1M 0.38% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 9,029 shares; 2023Q1: 9,029 shares; 2023Q2: 9,029 shares; 2023Q3: 7,696 shares; 2023Q4: 10,374 shares; 2024Q1: 15,277 shares; 2024Q2: 18,132 shares 18,132 $2.09M 0.38% +2,855 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,769 shares; 2023Q1: 1,769 shares; 2023Q2: 2,019 shares; 2023Q3: 1,937 shares; 2023Q4: 2,086 shares; 2024Q1: 2,023 shares; 2024Q2: 1,984 shares 1,984 $2.09M 0.38% -39 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 2,173 shares; 2023Q4: 8,785 shares; 2024Q1: 44,130 shares; 2024Q2: 69,059 shares 69,059 $2.05M 0.37% +24,929 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 42,606 shares; 2023Q1: 42,606 shares; 2023Q2: 42,606 shares; 2023Q3: 46,754 shares; 2023Q4: 43,902 shares; 2024Q1: 44,388 shares; 2024Q2: 42,654 shares 42,654 $2.03M 0.37% -1,734 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 7,858 shares 7,858 $2.02M 0.37% -22 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 8,070 shares; 2023Q1: 8,070 shares; 2023Q2: 8,070 shares; 2023Q3: 7,922 shares; 2023Q4: 7,243 shares; 2024Q1: 35,831 shares; 2024Q2: 34,284 shares 34,284 $2.01M 0.37% -1,547 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; 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; 2024Q2: 21,308 shares 21,308 $1.96M 0.36% +5,191 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; 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; 2024Q2: 15,507 shares 15,507 $1.95M 0.36% -146 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; 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; 2024Q2: 10,466 shares 10,466 $1.83M 0.33% -1,105 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; 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; 2024Q2: 40,720 shares 40,720 $1.81M 0.33% +5,507 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 9,633 shares; 2023Q1: 12,133 shares; 2023Q2: 12,133 shares; 2023Q3: 10,883 shares; 2023Q4: 11,622 shares; 2024Q1: 10,173 shares; 2024Q2: 11,163 shares 11,163 $1.75M 0.32% +990 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,801 shares; 2023Q1: 1,801 shares; 2023Q2: 1,801 shares; 2023Q3: 1,721 shares; 2023Q4: 1,686 shares; 2024Q1: 2,007 shares; 2024Q2: 1,909 shares 1,909 $1.73M 0.31% -98 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; 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; 2024Q2: 38,330 shares 38,330 $1.72M 0.31% +7,864 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; 2022Q3: restricted; 2022Q4: 845 shares; 2023Q1: 845 shares; 2023Q2: 845 shares; 2023Q3: 1,283 shares; 2023Q4: 9,873 shares; 2024Q1: 28,101 shares; 2024Q2: 28,469 shares 28,469 $1.65M 0.3% +368 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; 2022Q3: restricted; 2022Q4: 654 shares; 2023Q1: 654 shares; 2023Q2: 654 shares; 2023Q3: 12,936 shares; 2023Q4: 14,561 shares; 2024Q1: 29,277 shares; 2024Q2: 43,158 shares 43,158 $1.64M 0.3% +13,881 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 4,822 shares 4,822 $1.61M 0.29% -238 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; 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; 2024Q2: 38,562 shares 38,562 $1.59M 0.29% -13 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; 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; 2024Q2: 40,732 shares 40,732 $1.58M 0.29% -11,354 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 20,336 shares; 2023Q1: 20,336 shares; 2023Q2: 20,336 shares; 2023Q3: 41,214 shares; 2023Q4: 52,395 shares; 2024Q1: 55,759 shares; 2024Q2: 50,478 shares 50,478 $1.56M 0.28% -5,281 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 5,650 shares; 2023Q1: 5,650 shares; 2023Q2: 5,650 shares; 2023Q3: 9,429 shares; 2023Q4: 9,052 shares; 2024Q1: 10,559 shares; 2024Q2: 10,702 shares 10,702 $1.51M 0.28% +143 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 11,901 shares; 2023Q1: 11,901 shares; 2023Q2: 11,901 shares; 2023Q3: 13,286 shares; 2023Q4: 12,732 shares; 2024Q1: 12,996 shares; 2024Q2: 21,188 shares 21,188 $1.5M 0.27% +8,192 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 9,788 shares; 2023Q1: 9,788 shares; 2023Q2: 9,788 shares; 2023Q3: 11,363 shares; 2023Q4: 11,369 shares; 2024Q1: 13,732 shares; 2024Q2: 15,680 shares 15,680 $1.45M 0.26% +1,948 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 22,109 shares; 2023Q1: 22,109 shares; 2023Q2: 22,109 shares; 2023Q3: 21,831 shares; 2023Q4: 33,825 shares; 2024Q1: 31,496 shares; 2024Q2: 22,414 shares 22,414 $1.43M 0.26% -9,082 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 25,828 shares 25,828 $1.39M 0.25% -2,097 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; 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; 2024Q2: 31,931 shares 31,931 $1.38M 0.25% -2,356 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; 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; 2024Q2: 8,763 shares 8,763 $1.37M 0.25% +192 Timeline OLN OLIN CORP More: the full row for OLIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 29,006 shares 29,006 $1.37M 0.25% -1,833 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 14,075 shares; 2023Q1: 14,075 shares; 2023Q2: 14,075 shares; 2023Q3: 19,623 shares; 2023Q4: 15,608 shares; 2024Q1: 15,682 shares; 2024Q2: 17,338 shares 17,338 $1.34M 0.24% +1,656 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; 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; 2024Q2: 17,882 shares 17,882 $1.33M 0.24% +123 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; 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; 2024Q2: 2,626 shares 2,626 $1.31M 0.24% +138 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; 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; 2024Q2: 7,154 shares 7,154 $1.31M 0.24% +283 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 807 shares; 2023Q1: 807 shares; 2023Q2: 2,627 shares; 2023Q3: 5,319 shares; 2023Q4: 7,095 shares; 2024Q1: 6,574 shares; 2024Q2: 6,555 shares 6,555 $1.3M 0.24% -19 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 9,600 shares; 2023Q1: 9,600 shares; 2023Q2: 9,600 shares; 2023Q3: 7,873 shares; 2023Q4: 7,041 shares; 2024Q1: 8,562 shares; 2024Q2: 8,864 shares 8,864 $1.3M 0.24% +302 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 11,980 shares; 2023Q1: 11,980 shares; 2023Q2: 11,980 shares; 2023Q3: 13,943 shares; 2023Q4: 14,381 shares; 2024Q1: 17,337 shares; 2024Q2: 17,144 shares 17,144 $1.28M 0.23% -193 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; 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; 2024Q2: 7,942 shares 7,942 $1.27M 0.23% +90 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 3,471 shares; 2023Q1: 3,471 shares; 2023Q2: 3,471 shares; 2023Q3: 3,069 shares; 2023Q4: 2,975 shares; 2024Q1: 3,018 shares; 2024Q2: 2,484 shares 2,484 $1.27M 0.23% -534 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; 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; 2024Q2: 21,101 shares 21,101 $1.24M 0.23% -1,259 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; 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; 2024Q2: 1,373 shares 1,373 $1.24M 0.23% -56 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 51,554 shares; 2023Q1: 51,554 shares; 2023Q2: 51,554 shares; 2023Q3: 51,026 shares; 2023Q4: 49,459 shares; 2024Q1: 48,090 shares; 2024Q2: 51,315 shares 51,315 $1.22M 0.22% +3,225 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 5,695 shares; 2023Q1: 3,695 shares; 2023Q2: 3,695 shares; 2023Q3: 5,277 shares; 2023Q4: 2,852 shares; 2024Q1: 2,222 shares; 2024Q2: 2,222 shares 2,222 $1.21M 0.22% 0 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 14,764 shares; 2024Q1: 14,432 shares; 2024Q2: 14,069 shares 14,069 $1.21M 0.22% -363 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 29,086 shares; 2023Q1: 29,086 shares; 2023Q2: 29,086 shares; 2023Q3: 25,260 shares; 2023Q4: 22,243 shares; 2024Q1: 28,512 shares; 2024Q2: 26,500 shares 26,500 $1.2M 0.22% -2,012 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 18,708 shares; 2023Q1: 18,708 shares; 2023Q2: 18,708 shares; 2023Q3: 18,373 shares; 2023Q4: 18,373 shares; 2024Q1: 21,505 shares; 2024Q2: 23,330 shares 23,330 $1.2M 0.22% +1,825 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 3,693 shares; 2023Q1: 3,693 shares; 2023Q2: 3,693 shares; 2023Q3: 3,080 shares; 2023Q4: 3,032 shares; 2024Q1: 3,030 shares; 2024Q2: 3,104 shares 3,104 $1.16M 0.21% +74 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 26,660 shares; 2023Q1: 26,660 shares; 2023Q2: 26,660 shares; 2023Q3: 26,660 shares; 2023Q4: 26,660 shares; 2024Q1: 26,660 shares; 2024Q2: 26,660 shares 26,660 $1.15M 0.21% 0 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 7,554 shares; 2024Q2: 21,967 shares 21,967 $1.15M 0.21% +14,413 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 5,544 shares; 2023Q4: 21,461 shares; 2024Q1: 21,938 shares; 2024Q2: 22,568 shares 22,568 $1.15M 0.21% +630 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; 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; 2024Q2: 5,191 shares 5,191 $1.14M 0.21% +1 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 11,168 shares 11,168 $1.12M 0.2% -971 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 21,500 shares 21,500 $1.1M 0.2% new 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; 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; 2024Q2: 54,621 shares 54,621 $1.09M 0.2% +153 Timeline SUPER MICRO COMPUTER INC SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 116 shares; 2024Q1: 27 shares; 2024Q2: 1,327 shares 1,327 $1.09M 0.2% +1,300 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; 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; 2024Q2: 21,183 shares 21,183 $1.07M 0.2% -470 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; 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; 2024Q2: 7,508 shares 7,508 $1.06M 0.19% -54 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 2,099 shares; 2023Q1: 2,099 shares; 2023Q2: 2,099 shares; 2023Q3: 7,389 shares; 2023Q4: 5,211 shares; 2024Q1: 6,316 shares; 2024Q2: 6,071 shares 6,071 $1.05M 0.19% -245 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 27,928 shares; 2023Q1: 27,928 shares; 2023Q2: 27,928 shares; 2023Q3: 25,999 shares; 2023Q4: 23,197 shares; 2024Q1: 27,414 shares; 2024Q2: 26,351 shares 26,351 $1.05M 0.19% -1,063 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,808 shares; 2023Q1: 1,808 shares; 2023Q2: 1,808 shares; 2023Q3: 1,042 shares; 2023Q4: 1,305 shares; 2024Q1: 1,088 shares; 2024Q2: 1,178 shares 1,178 $1M 0.18% +90 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 5,003 shares; 2023Q1: 5,003 shares; 2023Q2: 5,003 shares; 2023Q3: 5,367 shares; 2023Q4: 5,497 shares; 2024Q1: 6,159 shares; 2024Q2: 6,045 shares 6,045 $997K 0.18% -114 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 14,766 shares; 2023Q1: 14,766 shares; 2023Q2: 14,766 shares; 2023Q3: 14,766 shares; 2023Q4: 14,766 shares; 2024Q1: 8,785 shares; 2024Q2: 8,785 shares 8,785 $987K 0.18% 0 Timeline EPRF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 52,871 shares 52,871 $975K 0.18% 0 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; 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; 2024Q2: 33,824 shares 33,824 $970K 0.18% -2,742 HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 9,245 shares; 2023Q1: 9,245 shares; 2023Q2: 9,245 shares; 2023Q3: 8,404 shares; 2023Q4: 8,741 shares; 2024Q1: 8,743 shares; 2024Q2: 8,743 shares 8,743 $950K 0.17% 0 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; 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; 2024Q2: 3,542 shares 3,542 $948K 0.17% +22 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,512 shares; 2023Q1: 1,512 shares; 2023Q2: 1,512 shares; 2023Q3: 9,318 shares; 2023Q4: 9,318 shares; 2024Q1: 9,318 shares; 2024Q2: 9,624 shares 9,624 $934K 0.17% +306 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 11,465 shares; 2023Q1: 11,465 shares; 2023Q2: 11,465 shares; 2023Q3: 8,264 shares; 2023Q4: 8,693 shares; 2024Q1: 9,712 shares; 2024Q2: 7,492 shares 7,492 $928K 0.17% -2,220 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; 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; 2024Q2: 15,248 shares 15,248 $909K 0.17% +4,220 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 30,881 shares; 2023Q1: 30,881 shares; 2023Q2: 30,881 shares; 2023Q3: 27,616 shares; 2023Q4: 23,062 shares; 2024Q1: 21,006 shares; 2024Q2: 31,002 shares 31,002 $867K 0.16% +9,996 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; 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; 2024Q2: 3,994 shares 3,994 $859K 0.16% -66 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; 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; 2024Q2: 7,755 shares 7,755 $854K 0.16% +92 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 52,402 shares; 2023Q1: 52,402 shares; 2023Q2: 52,402 shares; 2023Q3: 55,116 shares; 2023Q4: 28,192 shares; 2024Q1: 27,090 shares; 2024Q2: 20,366 shares 20,366 $846K 0.15% -6,724 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 24,195 shares; 2023Q1: 24,195 shares; 2023Q2: 24,195 shares; 2023Q3: 19,484 shares; 2023Q4: 19,604 shares; 2024Q1: 14,730 shares; 2024Q2: 14,610 shares 14,610 $842K 0.15% -120 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 408 shares; 2024Q1: 12,260 shares; 2024Q2: 16,578 shares 16,578 $838K 0.15% +4,318 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 10,696 shares 10,696 $834K 0.15% +2,073 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; 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; 2024Q2: 20,157 shares 20,157 $824K 0.15% +2,448 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; 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; 2024Q2: 7,716 shares 7,716 $822K 0.15% -312 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; 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; 2024Q2: 15,987 shares 15,987 $802K 0.15% +1,234 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 5,522 shares; 2023Q4: 7,951 shares; 2024Q1: 8,475 shares; 2024Q2: 8,872 shares 8,872 $794K 0.14% +397 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 21,726 shares; 2023Q1: 21,726 shares; 2023Q2: 21,726 shares; 2023Q3: 23,954 shares; 2023Q4: 19,263 shares; 2024Q1: 20,276 shares; 2024Q2: 20,281 shares 20,281 $788K 0.14% +5 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 41,818 shares; 2023Q1: 41,818 shares; 2023Q2: 41,818 shares; 2023Q3: 7,491 shares; 2023Q4: 6,622 shares; 2024Q1: 6,877 shares; 2024Q2: 7,237 shares 7,237 $773K 0.14% +360 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,763 shares; 2023Q1: 1,763 shares; 2023Q2: 1,763 shares; 2023Q3: 1,772 shares; 2023Q4: 1,784 shares; 2024Q1: 1,648 shares; 2024Q2: 1,641 shares 1,641 $767K 0.14% -7 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; 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; 2024Q2: 10,391 shares 10,391 $766K 0.14% +127 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 21,507 shares 21,507 $765K 0.14% -2,546 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 57,776 shares; 2024Q1: 109,241 shares; 2024Q2: 142,188 shares 142,188 $765K 0.14% +32,947 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 18,294 shares; 2023Q1: 18,294 shares; 2023Q2: 18,294 shares; 2023Q3: 27,984 shares; 2023Q4: 18,240 shares; 2024Q1: 19,290 shares; 2024Q2: 17,712 shares 17,712 $762K 0.14% -1,578 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 60,103 shares; 2023Q1: 60,103 shares; 2023Q2: 60,103 shares; 2023Q3: 51,721 shares; 2023Q4: 15,396 shares; 2024Q1: 8,698 shares; 2024Q2: 7,111 shares 7,111 $762K 0.14% -1,587 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,891 shares; 2023Q1: 1,891 shares; 2023Q2: 1,891 shares; 2023Q3: 1,863 shares; 2023Q4: 1,974 shares; 2024Q1: 2,146 shares; 2024Q2: 1,871 shares 1,871 $761K 0.14% -275 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 12,315 shares 12,315 $742K 0.14% +3,033 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; 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; 2024Q2: 5,342 shares 5,342 $739K 0.13% 0 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; 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; 2024Q2: 6,395 shares 6,395 $720K 0.13% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 3,908 shares; 2023Q1: 3,908 shares; 2023Q2: 3,908 shares; 2023Q3: 3,135 shares; 2023Q4: 2,636 shares; 2024Q1: 2,619 shares; 2024Q2: 2,614 shares 2,614 $686K 0.12% -5 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 17,174 shares; 2023Q1: 17,174 shares; 2023Q2: 17,174 shares; 2023Q3: 17,539 shares; 2023Q4: 16,742 shares; 2024Q1: 16,072 shares; 2024Q2: 11,610 shares 11,610 $686K 0.12% -4,462 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; 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; 2024Q2: 23,370 shares 23,370 $680K 0.12% -278 COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 5,901 shares 5,901 $675K 0.12% +133 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 20,393 shares; 2023Q1: 20,393 shares; 2023Q2: 20,393 shares; 2023Q3: 18,968 shares; 2023Q4: 19,059 shares; 2024Q1: 19,961 shares; 2024Q2: 21,231 shares 21,231 $670K 0.12% +1,270 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 13,402 shares; 2023Q1: 13,402 shares; 2023Q2: 13,402 shares; 2023Q3: 25,668 shares; 2023Q4: 25,853 shares; 2024Q1: 22,856 shares; 2024Q2: 26,219 shares 26,219 $649K 0.12% +3,363 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; 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; 2024Q2: 1,964 shares 1,964 $649K 0.12% -995 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; 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; 2024Q2: 3,157 shares 3,157 $642K 0.12% +85 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; 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; 2024Q2: 6,337 shares 6,337 $638K 0.12% +1,729 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 2,742 shares; 2023Q1: 2,742 shares; 2023Q2: 2,742 shares; 2023Q3: 2,303 shares; 2023Q4: 2,569 shares; 2024Q1: 2,233 shares; 2024Q2: 2,352 shares 2,352 $617K 0.11% +119 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; 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; 2024Q2: 10,845 shares 10,845 $615K 0.11% -1,567 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 2,147 shares; 2023Q1: 2,147 shares; 2023Q2: 2,147 shares; 2023Q3: 1,994 shares; 2023Q4: 2,193 shares; 2024Q1: 2,526 shares; 2024Q2: 2,651 shares 2,651 $614K 0.11% +125 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 9,594 shares; 2024Q2: 18,278 shares 18,278 $610K 0.11% +8,684 Timeline JBLU JETBLUE AIRWAYS CORP More: the full row for JETBLUE AIRWAYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 25,000 shares; 2024Q1: not reported; 2024Q2: 100,000 shares 100,000 $609K 0.11% new 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; 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; 2024Q2: 1,937 shares 1,937 $608K 0.11% +88 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; 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; 2024Q2: 9,346 shares 9,346 $588K 0.11% -2 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 9,741 shares; 2023Q1: 9,741 shares; 2023Q2: 9,741 shares; 2023Q3: 8,511 shares; 2023Q4: 8,960 shares; 2024Q1: 7,220 shares; 2024Q2: 7,311 shares 7,311 $573K 0.1% +91 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 5,478 shares; 2023Q1: 5,478 shares; 2023Q2: 5,478 shares; 2023Q3: 5,246 shares; 2023Q4: 5,219 shares; 2024Q1: 4,043 shares; 2024Q2: 4,714 shares 4,714 $570K 0.1% +671 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 23,333 shares; 2023Q1: 23,333 shares; 2023Q2: 23,333 shares; 2023Q3: 30,455 shares; 2023Q4: 29,639 shares; 2024Q1: 24,200 shares; 2024Q2: 14,471 shares 14,471 $567K 0.1% -9,729 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 2,184 shares; 2023Q1: 2,184 shares; 2023Q2: 2,184 shares; 2023Q3: 2,325 shares; 2023Q4: 2,344 shares; 2024Q1: 2,477 shares; 2024Q2: 2,477 shares 2,477 $560K 0.1% 0 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; 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; 2024Q2: 8,035 shares 8,035 $533K 0.1% +149 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 10,420 shares; 2024Q2: 10,420 shares 10,420 $527K 0.1% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 1,720 shares 1,720 $522K 0.09% -33 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; 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; 2024Q2: 6,809 shares 6,809 $520K 0.09% -77 IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 46,686 shares; 2023Q1: 46,686 shares; 2023Q2: 46,686 shares; 2023Q3: 39,540 shares; 2023Q4: 37,318 shares; 2024Q1: 29,092 shares; 2024Q2: 18,449 shares 18,449 $510K 0.09% -10,643 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 914 shares; 2023Q1: 914 shares; 2023Q2: 914 shares; 2023Q3: 10,845 shares; 2023Q4: 11,113 shares; 2024Q1: 11,113 shares; 2024Q2: 10,911 shares 10,911 $507K 0.09% -202 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 3,377 shares 3,377 $500K 0.09% -614 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; 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; 2024Q2: 6,172 shares 6,172 $480K 0.09% +116 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 3,515 shares; 2023Q1: 3,515 shares; 2023Q2: 3,515 shares; 2023Q3: 5,140 shares; 2023Q4: 4,807 shares; 2024Q1: 4,914 shares; 2024Q2: 4,907 shares 4,907 $476K 0.09% -7 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 3,591 shares; 2023Q1: 3,591 shares; 2023Q2: 3,591 shares; 2023Q3: 3,632 shares; 2023Q4: 3,513 shares; 2024Q1: 3,984 shares; 2024Q2: 4,457 shares 4,457 $463K 0.08% +473 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; 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; 2024Q2: 2,842 shares 2,842 $461K 0.08% +84 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,371 shares; 2024Q1: 2,915 shares; 2024Q2: 10,577 shares 10,577 $461K 0.08% +7,662 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 27,944 shares; 2023Q1: 27,944 shares; 2023Q2: 27,944 shares; 2023Q3: 67,064 shares; 2023Q4: 41,776 shares; 2024Q1: 41,642 shares; 2024Q2: 36,383 shares 36,383 $456K 0.08% -5,259 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,430 shares; 2023Q1: 1,430 shares; 2023Q2: 1,430 shares; 2023Q3: 1,358 shares; 2023Q4: 1,147 shares; 2024Q1: 718 shares; 2024Q2: 818 shares 818 $452K 0.08% +100 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; 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; 2024Q2: 2,107 shares 2,107 $452K 0.08% +104 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; 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; 2024Q2: 6,674 shares 6,674 $447K 0.08% +33 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 3,223 shares; 2023Q4: 3,167 shares; 2024Q1: 2,802 shares; 2024Q2: 2,594 shares 2,594 $443K 0.08% -208 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 826 shares; 2023Q1: 826 shares; 2023Q2: 826 shares; 2023Q3: 1,046 shares; 2023Q4: 1,135 shares; 2024Q1: 1,075 shares; 2024Q2: 987 shares 987 $435K 0.08% -88 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 10,208 shares; 2024Q2: 9,256 shares 9,256 $434K 0.08% -952 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 589 shares; 2023Q1: 589 shares; 2023Q2: 589 shares; 2023Q3: 587 shares; 2023Q4: 703 shares; 2024Q1: 703 shares; 2024Q2: 736 shares 736 $430K 0.08% +33 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 10,975 shares; 2023Q4: 10,975 shares; 2024Q1: 10,975 shares; 2024Q2: 10,975 shares 10,975 $429K 0.08% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 633 shares; 2023Q1: 633 shares; 2023Q2: 633 shares; 2023Q3: 641 shares; 2023Q4: 609 shares; 2024Q1: 708 shares; 2024Q2: 753 shares 753 $418K 0.08% +45 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 13,327 shares 13,327 $415K 0.08% +9 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 207 shares; 2023Q1: 207 shares; 2023Q2: 207 shares; 2023Q3: 207 shares; 2023Q4: 207 shares; 2024Q1: 207 shares; 2024Q2: 7,287 shares 7,287 $411K 0.07% +7,080 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 9,396 shares; 2023Q1: 9,396 shares; 2023Q2: 9,396 shares; 2023Q3: 11,093 shares; 2023Q4: 9,891 shares; 2024Q1: 9,738 shares; 2024Q2: 9,768 shares 9,768 $409K 0.07% +30 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 4,445 shares; 2023Q1: 4,445 shares; 2023Q2: 4,445 shares; 2023Q3: 5,406 shares; 2023Q4: 6,311 shares; 2024Q1: 8,667 shares; 2024Q2: 8,327 shares 8,327 $408K 0.07% -340 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 445 shares; 2023Q1: 445 shares; 2023Q2: 445 shares; 2023Q3: 362 shares; 2023Q4: 502 shares; 2024Q1: 647 shares; 2024Q2: 615 shares 615 $404K 0.07% -32 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 6,683 shares; 2023Q1: 6,683 shares; 2023Q2: 6,683 shares; 2023Q3: 4,559 shares; 2023Q4: 4,401 shares; 2024Q1: 4,505 shares; 2024Q2: 4,393 shares 4,393 $403K 0.07% -112 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 6,069 shares; 2023Q1: 6,069 shares; 2023Q2: 6,069 shares; 2023Q3: 3,858 shares; 2023Q4: 3,036 shares; 2024Q1: 2,445 shares; 2024Q2: 3,939 shares 3,939 $403K 0.07% +1,494 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; 2022Q3: restricted; 2022Q4: 666 shares; 2023Q1: 666 shares; 2023Q2: 666 shares; 2023Q3: 666 shares; 2023Q4: 666 shares; 2024Q1: 2,436 shares; 2024Q2: 2,396 shares 2,396 $394K 0.07% -40 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 4,578 shares; 2023Q1: 4,578 shares; 2023Q2: 4,578 shares; 2023Q3: 3,985 shares; 2023Q4: 3,975 shares; 2024Q1: 5,756 shares; 2024Q2: 3,962 shares 3,962 $393K 0.07% -1,794 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 10,663 shares 10,663 $385K 0.07% +1,259 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; 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; 2024Q2: 15,959 shares 15,959 $382K 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; 2022Q3: restricted; 2022Q4: 605 shares; 2023Q1: 605 shares; 2023Q2: 605 shares; 2023Q3: 777 shares; 2023Q4: 868 shares; 2024Q1: 768 shares; 2024Q2: 869 shares 869 $379K 0.07% +101 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 7,783 shares 7,783 $376K 0.07% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 4,166 shares 4,166 $373K 0.07% +1,569 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,031 shares; 2023Q1: 1,031 shares; 2023Q2: 1,031 shares; 2023Q3: 1,377 shares; 2023Q4: 1,378 shares; 2024Q1: 1,379 shares; 2024Q2: 1,346 shares 1,346 $371K 0.07% -33 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 2,570 shares; 2023Q1: 2,570 shares; 2023Q2: 2,570 shares; 2023Q3: 2,510 shares; 2023Q4: 2,506 shares; 2024Q1: 2,402 shares; 2024Q2: 2,369 shares 2,369 $361K 0.07% -33 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,195 shares; 2023Q1: 1,195 shares; 2023Q2: 1,195 shares; 2023Q3: 1,232 shares; 2023Q4: 1,268 shares; 2024Q1: 1,295 shares; 2024Q2: 1,409 shares 1,409 $359K 0.07% +114 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,000 shares; 2024Q2: 5,000 shares 5,000 $357K 0.07% 0 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; 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; 2024Q2: 19,046 shares 19,046 $356K 0.06% +14,600 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; 2022Q3: restricted; 2022Q4: 103 shares; 2023Q1: 103 shares; 2023Q2: 2 shares; 2023Q3: 72 shares; 2023Q4: 82 shares; 2024Q1: 82 shares; 2024Q2: 88 shares 88 $349K 0.06% +6 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; 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; 2024Q2: 7,571 shares 7,571 $345K 0.06% -2,037 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; 2022Q3: restricted; 2022Q4: 1,198 shares; 2023Q1: 1,198 shares; 2023Q2: 1,198 shares; 2023Q3: 730 shares; 2023Q4: 593 shares; 2024Q1: 593 shares; 2024Q2: 598 shares 598 $345K 0.06% +5 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; 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; 2024Q2: 12,963 shares 12,963 $344K 0.06% 0 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 5,882 shares 5,882 $341K 0.06% -245 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 16,679 shares 16,679 $341K 0.06% -139 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; 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; 2024Q2: 4,424 shares 4,424 $341K 0.06% +71 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; 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; 2024Q2: 8,437 shares 8,437 $339K 0.06% -580 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 9,038 shares; 2023Q1: 9,038 shares; 2023Q2: 9,038 shares; 2023Q3: 7,897 shares; 2023Q4: 7,897 shares; 2024Q1: 7,897 shares; 2024Q2: 7,897 shares 7,897 $333K 0.06% 0 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 2,500 shares; 2023Q4: 2,500 shares; 2024Q1: 2,500 shares; 2024Q2: 2,500 shares 2,500 $332K 0.06% 0 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; 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; 2024Q2: 20,201 shares 20,201 $328K 0.06% 0 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 3,864 shares 3,864 $327K 0.06% -152 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 5,150 shares; 2023Q1: 5,150 shares; 2023Q2: 5,150 shares; 2023Q3: 3,892 shares; 2023Q4: 3,892 shares; 2024Q1: 4,080 shares; 2024Q2: 4,116 shares 4,116 $324K 0.06% +36 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,001 shares; 2023Q1: 1,001 shares; 2023Q2: 1,001 shares; 2023Q3: 813 shares; 2023Q4: 829 shares; 2024Q1: 829 shares; 2024Q2: 861 shares 861 $322K 0.06% +32 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 13,680 shares; 2023Q1: 13,680 shares; 2023Q2: 13,680 shares; 2023Q3: 13,287 shares; 2023Q4: 13,849 shares; 2024Q1: 4,740 shares; 2024Q2: 5,362 shares 5,362 $318K 0.06% +622 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 922 shares; 2023Q1: 922 shares; 2023Q2: 922 shares; 2023Q3: 1,602 shares; 2023Q4: 1,887 shares; 2024Q1: 2,136 shares; 2024Q2: 2,224 shares 2,224 $317K 0.06% +88 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 19,615 shares; 2023Q1: 19,615 shares; 2023Q2: 19,615 shares; 2023Q3: 20,309 shares; 2023Q4: 20,393 shares; 2024Q1: 4,653 shares; 2024Q2: 3,099 shares 3,099 $314K 0.06% -1,554 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 14,850 shares 14,850 $313K 0.06% -1,014 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; 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; 2024Q2: 3,093 shares 3,093 $312K 0.06% -52 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,169 shares; 2024Q2: 5,851 shares 5,851 $307K 0.06% +682 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,723 shares; 2023Q1: 1,723 shares; 2023Q2: 1,723 shares; 2023Q3: 1,618 shares; 2023Q4: 1,554 shares; 2024Q1: 1,498 shares; 2024Q2: 1,433 shares 1,433 $306K 0.06% -65 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,050 shares; 2024Q1: 3,050 shares; 2024Q2: 3,050 shares 3,050 $305K 0.06% 0 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 5,692 shares 5,692 $305K 0.06% -54 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,970 shares; 2023Q1: 1,970 shares; 2023Q2: 1,970 shares; 2023Q3: 4,567 shares; 2023Q4: 4,735 shares; 2024Q1: 4,525 shares; 2024Q2: 4,788 shares 4,788 $304K 0.06% +263 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; 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; 2024Q2: 4,702 shares 4,702 $302K 0.05% -210 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 12,800 shares; 2024Q2: 12,800 shares 12,800 $302K 0.05% 0 Timeline VWAGY VOLKSWAGEN A G (GERMANY, FR) More: the full row for VOLKSWAGEN A G (GERMANY, FR) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 25,000 shares 25,000 $298K 0.05% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 2,329 shares 2,329 $288K 0.05% +109 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 68 shares; 2023Q1: 68 shares; 2023Q2: 68 shares; 2023Q3: 221 shares; 2023Q4: 278 shares; 2024Q1: 257 shares; 2024Q2: 365 shares 365 $287K 0.05% +108 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 1,806 shares 1,806 $285K 0.05% -331 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 11,000 shares; 2024Q2: 7,000 shares 7,000 $282K 0.05% -4,000 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 1,739 shares 1,739 $278K 0.05% 0 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; 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; 2024Q2: 6,477 shares 6,477 $275K 0.05% -781 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; 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; 2024Q2: 8,877 shares 8,877 $270K 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; 2022Q3: restricted; 2022Q4: 634 shares; 2023Q1: 634 shares; 2023Q2: 634 shares; 2023Q3: 634 shares; 2023Q4: 634 shares; 2024Q1: 634 shares; 2024Q2: 640 shares 640 $269K 0.05% +6 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 33,771 shares; 2023Q1: 33,771 shares; 2023Q2: 33,771 shares; 2023Q3: 18,095 shares; 2023Q4: 13,550 shares; 2024Q1: 13,342 shares; 2024Q2: 14,083 shares 14,083 $269K 0.05% +741 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,457 shares; 2024Q1: 4,856 shares; 2024Q2: 4,903 shares 4,903 $268K 0.05% +47 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,105 shares; 2023Q1: 1,105 shares; 2023Q2: 1,105 shares; 2023Q3: 1,044 shares; 2023Q4: 1,089 shares; 2024Q1: 1,878 shares; 2024Q2: 1,685 shares 1,685 $268K 0.05% -193 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,117 shares; 2023Q1: 1,117 shares; 2023Q2: 1,117 shares; 2023Q3: 1,378 shares; 2023Q4: 1,776 shares; 2024Q1: 2,774 shares; 2024Q2: 2,750 shares 2,750 $267K 0.05% -24 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,227 shares; 2023Q1: 1,227 shares; 2023Q2: 1,227 shares; 2023Q3: 1,021 shares; 2023Q4: 1,021 shares; 2024Q1: 1,021 shares; 2024Q2: 1,226 shares 1,226 $267K 0.05% +205 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 5,424 shares; 2023Q1: 5,424 shares; 2023Q2: 5,424 shares; 2023Q3: 5,424 shares; 2023Q4: 5,424 shares; 2024Q1: 5,424 shares; 2024Q2: 5,424 shares 5,424 $265K 0.05% 0 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 50 shares; 2023Q1: 50 shares; 2023Q2: 2,050 shares; 2023Q3: 3,064 shares; 2023Q4: 3,032 shares; 2024Q1: 3,058 shares; 2024Q2: 3,058 shares 3,058 $264K 0.05% 0 Timeline PGF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 17,786 shares 17,786 $262K 0.05% +710 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,101 shares; 2023Q1: 1,101 shares; 2023Q2: 1,101 shares; 2023Q3: 2,238 shares; 2023Q4: 1,659 shares; 2024Q1: 1,334 shares; 2024Q2: 1,889 shares 1,889 $261K 0.05% +555 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 60 shares; 2023Q1: 60 shares; 2023Q2: 60 shares; 2023Q3: 60 shares; 2023Q4: 60 shares; 2024Q1: 1,504 shares; 2024Q2: 1,428 shares 1,428 $260K 0.05% -76 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 2,011 shares; 2023Q1: 2,011 shares; 2023Q2: 2,011 shares; 2023Q3: 1,578 shares; 2023Q4: 2,250 shares; 2024Q1: 1,490 shares; 2024Q2: 1,485 shares 1,485 $259K 0.05% -5 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 5,907 shares 5,907 $258K 0.05% +1,418 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; 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; 2024Q2: 5,301 shares 5,301 $258K 0.05% +933 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 49 shares; 2024Q1: 2,049 shares; 2024Q2: 2,049 shares 2,049 $257K 0.05% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 650 shares; 2023Q1: 650 shares; 2023Q2: 650 shares; 2023Q3: 814 shares; 2023Q4: 753 shares; 2024Q1: 753 shares; 2024Q2: 1,199 shares 1,199 $256K 0.05% +446 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 2,850 shares; 2023Q4: 6,400 shares; 2024Q1: 6,400 shares; 2024Q2: 6,400 shares 6,400 $255K 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; 2022Q3: restricted; 2022Q4: 850 shares; 2023Q1: 850 shares; 2023Q2: 850 shares; 2023Q3: 820 shares; 2023Q4: 877 shares; 2024Q1: 863 shares; 2024Q2: 863 shares 863 $250K 0.05% 0 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 13,659 shares 13,659 $247K 0.04% new Timeline AGL AGILON HEALTH INC COM (DE) More: the full row for AGILON HEALTH INC COM (DE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 37,627 shares 37,627 $246K 0.04% new 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; 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; 2024Q2: 5,458 shares 5,458 $245K 0.04% -217 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; 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; 2024Q2: 8,440 shares 8,440 $245K 0.04% +42 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 71 shares; 2023Q1: 71 shares; 2023Q2: 71 shares; 2023Q3: 1,664 shares; 2023Q4: 2,133 shares; 2024Q1: 1,990 shares; 2024Q2: 1,619 shares 1,619 $244K 0.04% -371 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,068 shares; 2023Q1: 1,068 shares; 2023Q2: 1,068 shares; 2023Q3: 1,245 shares; 2023Q4: 1,485 shares; 2024Q1: 1,588 shares; 2024Q2: 1,381 shares 1,381 $243K 0.04% -207 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 2,795 shares; 2023Q1: 2,795 shares; 2023Q2: 2,795 shares; 2023Q3: 418 shares; 2023Q4: 1,279 shares; 2024Q1: 1,178 shares; 2024Q2: 503 shares 503 $241K 0.04% -675 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; 2022Q3: restricted; 2022Q4: 464 shares; 2023Q1: 464 shares; 2023Q2: 464 shares; 2023Q3: 614 shares; 2023Q4: 644 shares; 2024Q1: 644 shares; 2024Q2: 614 shares 614 $240K 0.04% -30 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; 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; 2024Q2: 4,065 shares 4,065 $237K 0.04% 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; 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; 2024Q2: 3,466 shares 3,466 $237K 0.04% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 508 shares; 2023Q1: 508 shares; 2023Q2: 508 shares; 2023Q3: 508 shares; 2023Q4: 508 shares; 2024Q1: 945 shares; 2024Q2: 961 shares 961 $232K 0.04% +16 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; 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; 2024Q2: 2,893 shares 2,893 $232K 0.04% 0 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; 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; 2024Q2: 2,865 shares 2,865 $231K 0.04% +210 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 410 shares; 2023Q1: 410 shares; 2023Q2: 410 shares; 2023Q3: 600 shares; 2023Q4: 572 shares; 2024Q1: 798 shares; 2024Q2: 974 shares 974 $230K 0.04% +176 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; 2022Q3: restricted; 2022Q4: 65 shares; 2023Q1: 65 shares; 2023Q2: 65 shares; 2023Q3: 65 shares; 2023Q4: 100,780 shares; 2024Q1: 100,780 shares; 2024Q2: 100,780 shares 100,780 $230K 0.04% 0 DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 846 shares; 2023Q1: 846 shares; 2023Q2: 846 shares; 2023Q3: 873 shares; 2023Q4: 890 shares; 2024Q1: 890 shares; 2024Q2: 917 shares 917 $229K 0.04% +27 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; 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; 2024Q2: 4,159 shares 4,159 $229K 0.04% +185 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; 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; 2024Q2: 11,894 shares 11,894 $228K 0.04% -317 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 50,000 shares; 2024Q2: 50,000 shares 50,000 $228K 0.04% 0 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 89 shares; 2023Q1: 89 shares; 2023Q2: 89 shares; 2023Q3: 2,727 shares; 2023Q4: 3,010 shares; 2024Q1: 6,220 shares; 2024Q2: 6,120 shares 6,120 $226K 0.04% -100 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; 2022Q3: restricted; 2022Q4: 381 shares; 2023Q1: 381 shares; 2023Q2: 381 shares; 2023Q3: 381 shares; 2023Q4: 398 shares; 2024Q1: 398 shares; 2024Q2: 1,629 shares 1,629 $226K 0.04% +1,231 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 768 shares; 2023Q1: 768 shares; 2023Q2: 768 shares; 2023Q3: 768 shares; 2023Q4: 768 shares; 2024Q1: 768 shares; 2024Q2: 2,556 shares 2,556 $225K 0.04% +1,788 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; 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; 2024Q2: 1,642 shares 1,642 $225K 0.04% -129 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 632 shares; 2023Q1: 632 shares; 2023Q2: 632 shares; 2023Q3: 754 shares; 2023Q4: 754 shares; 2024Q1: 1,006 shares; 2024Q2: 746 shares 746 $224K 0.04% -260 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; 2022Q3: restricted; 2022Q4: 1,165 shares; 2023Q1: 1,165 shares; 2023Q2: 1,165 shares; 2023Q3: 894 shares; 2023Q4: 988 shares; 2024Q1: 988 shares; 2024Q2: 4,129 shares 4,129 $221K 0.04% +3,141 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; 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; 2024Q2: 5,361 shares 5,361 $220K 0.04% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 326 shares 326 $220K 0.04% -1,001 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 3,104 shares; 2023Q1: 3,104 shares; 2023Q2: 3,104 shares; 2023Q3: 3,104 shares; 2023Q4: 3,104 shares; 2024Q1: 3,104 shares; 2024Q2: 3,104 shares 3,104 $218K 0.04% 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; 2022Q3: restricted; 2022Q4: 623 shares; 2023Q1: 623 shares; 2023Q2: 623 shares; 2023Q3: 976 shares; 2023Q4: 1,484 shares; 2024Q1: 917 shares; 2024Q2: 1,240 shares 1,240 $216K 0.04% +323 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 2,040 shares; 2023Q1: 2,040 shares; 2023Q2: 2,040 shares; 2023Q3: 1,668 shares; 2023Q4: 1,787 shares; 2024Q1: 1,971 shares; 2024Q2: 2,449 shares 2,449 $215K 0.04% +478 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 5,358 shares 5,358 $213K 0.04% +154 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 551 shares; 2023Q1: 551 shares; 2023Q2: 551 shares; 2023Q3: 1,219 shares; 2023Q4: 1,403 shares; 2024Q1: 1,369 shares; 2024Q2: 1,424 shares 1,424 $212K 0.04% +55 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 59 shares; 2023Q1: 59 shares; 2023Q2: 59 shares; 2023Q3: 905 shares; 2023Q4: 905 shares; 2024Q1: 1,905 shares; 2024Q2: 1,905 shares 1,905 $211K 0.04% 0 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 2,191 shares; 2023Q4: 2,900 shares; 2024Q1: 2,900 shares; 2024Q2: 2,893 shares 2,893 $210K 0.04% -7 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 140 shares; 2023Q1: 140 shares; 2023Q2: 140 shares; 2023Q3: 140 shares; 2023Q4: 7,140 shares; 2024Q1: 450 shares; 2024Q2: 3,385 shares 3,385 $205K 0.04% +2,935 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 3,352 shares; 2023Q1: 3,352 shares; 2023Q2: 3,352 shares; 2023Q3: 2,843 shares; 2023Q4: 3,032 shares; 2024Q1: 2,667 shares; 2024Q2: 2,593 shares 2,593 $202K 0.04% -74 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 2,534 shares 2,534 $199K 0.04% +48 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,418 shares; 2023Q1: 1,418 shares; 2023Q2: 1,418 shares; 2023Q3: 868 shares; 2023Q4: 643 shares; 2024Q1: 643 shares; 2024Q2: 546 shares 546 $199K 0.04% -97 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; 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; 2024Q2: 10,000 shares 10,000 $198K 0.04% +6,000 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; 2022Q3: restricted; 2022Q4: 913 shares; 2023Q1: 913 shares; 2023Q2: 913 shares; 2023Q3: 1,095 shares; 2023Q4: 1,095 shares; 2024Q1: 1,560 shares; 2024Q2: 1,607 shares 1,607 $196K 0.04% +47 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; 2022Q3: restricted; 2022Q4: 1,202 shares; 2023Q1: 1,202 shares; 2023Q2: 1,202 shares; 2023Q3: 665 shares; 2023Q4: 665 shares; 2024Q1: 2,200 shares; 2024Q2: 2,494 shares 2,494 $196K 0.04% +294 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; 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; 2024Q2: 993 shares 993 $193K 0.04% +86 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; 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; 2024Q2: 1,325 shares 1,325 $193K 0.04% -62 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; 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; 2024Q2: 2,010 shares 2,010 $190K 0.03% -1,057 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 7 shares; 2023Q1: 7 shares; 2023Q2: 7 shares; 2023Q3: 2,353 shares; 2023Q4: 2,550 shares; 2024Q1: 2,091 shares; 2024Q2: 2,044 shares 2,044 $188K 0.03% -47 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 4,208 shares 4,208 $182K 0.03% -272 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; 2022Q3: restricted; 2022Q4: 445 shares; 2023Q1: 445 shares; 2023Q2: 445 shares; 2023Q3: 754 shares; 2023Q4: 1,121 shares; 2024Q1: 844 shares; 2024Q2: 880 shares 880 $181K 0.03% +36 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 6,528 shares; 2023Q4: 6,528 shares; 2024Q1: 5,095 shares; 2024Q2: 5,652 shares 5,652 $180K 0.03% +557 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; 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; 2024Q2: 2,510 shares 2,510 $176K 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; 2022Q3: restricted; 2022Q4: 1,174 shares; 2023Q1: 1,174 shares; 2023Q2: 1,174 shares; 2023Q3: 615 shares; 2023Q4: 711 shares; 2024Q1: 759 shares; 2024Q2: 893 shares 893 $174K 0.03% +134 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 4,503 shares 4,503 $173K 0.03% +18 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 311 shares; 2023Q4: 311 shares; 2024Q1: 311 shares; 2024Q2: 2,058 shares 2,058 $173K 0.03% +1,747 Timeline DTH WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 4,483 shares 4,483 $172K 0.03% -406 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 21,668 shares; 2024Q1: 11,668 shares; 2024Q2: 26,668 shares 26,668 $172K 0.03% +15,000 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 375 shares; 2023Q1: 375 shares; 2023Q2: 375 shares; 2023Q3: 406 shares; 2023Q4: 485 shares; 2024Q1: 485 shares; 2024Q2: 504 shares 504 $171K 0.03% +19 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; 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; 2024Q2: 1,058 shares 1,058 $171K 0.03% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 2,265 shares 2,265 $171K 0.03% +278 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; 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; 2024Q2: 1,539 shares 1,539 $170K 0.03% +100 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 354 shares; 2023Q1: 354 shares; 2023Q2: 354 shares; 2023Q3: 547 shares; 2023Q4: 3,164 shares; 2024Q1: 3,164 shares; 2024Q2: 3,164 shares 3,164 $168K 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; 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; 2024Q2: 10,843 shares 10,843 $166K 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; 2022Q3: restricted; 2022Q4: 637 shares; 2023Q1: 637 shares; 2023Q2: 637 shares; 2023Q3: 531 shares; 2023Q4: 531 shares; 2024Q1: 610 shares; 2024Q2: 651 shares 651 $165K 0.03% +41 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; 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; 2024Q2: 2,597 shares 2,597 $164K 0.03% -100 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; 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; 2024Q2: 1,283 shares 1,283 $164K 0.03% 0 Timeline LAM RESEARCH CORP LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 180 shares; 2023Q1: 180 shares; 2023Q2: 180 shares; 2023Q3: 122 shares; 2023Q4: 179 shares; 2024Q1: 193 shares; 2024Q2: 152 shares 152 $162K 0.03% -41 ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 77 shares; 2023Q1: 77 shares; 2023Q2: 77 shares; 2023Q3: 71 shares; 2023Q4: 98 shares; 2024Q1: 156 shares; 2024Q2: 157 shares 157 $161K 0.03% +1 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 1,646 shares 1,646 $158K 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; 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; 2024Q2: 3,142 shares 3,142 $158K 0.03% 0 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,610 shares 2,610 $157K 0.03% new 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; 2022Q3: restricted; 2022Q4: 703 shares; 2023Q1: 703 shares; 2023Q2: 703 shares; 2023Q3: 797 shares; 2023Q4: 810 shares; 2024Q1: 858 shares; 2024Q2: 858 shares 858 $156K 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; 2022Q3: restricted; 2022Q4: 144 shares; 2023Q1: 144 shares; 2023Q2: 144 shares; 2023Q3: 197 shares; 2023Q4: 273 shares; 2024Q1: 1,195 shares; 2024Q2: 1,229 shares 1,229 $155K 0.03% +34 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 1,446 shares 1,446 $154K 0.03% +72 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,885 shares; 2024Q1: 1,885 shares; 2024Q2: 1,885 shares 1,885 $154K 0.03% 0 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; 2022Q3: restricted; 2022Q4: 377 shares; 2023Q1: 377 shares; 2023Q2: 377 shares; 2023Q3: 390 shares; 2023Q4: 473 shares; 2024Q1: 522 shares; 2024Q2: 644 shares 644 $154K 0.03% +122 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 11,901 shares; 2023Q1: 11,901 shares; 2023Q2: 11,901 shares; 2023Q3: 9,144 shares; 2023Q4: 7,836 shares; 2024Q1: 4,893 shares; 2024Q2: 2,896 shares 2,896 $154K 0.03% -1,997 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 50,300 shares; 2023Q1: 50,300 shares; 2023Q2: 50,300 shares; 2023Q3: 9,593 shares; 2023Q4: 6,055 shares; 2024Q1: 6,729 shares; 2024Q2: 6,786 shares 6,786 $153K 0.03% +57 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 201 shares; 2023Q4: 574 shares; 2024Q1: 4,677 shares; 2024Q2: 4,677 shares 4,677 $153K 0.03% 0 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 3,139 shares; 2023Q1: 3,139 shares; 2023Q2: 3,139 shares; 2023Q3: 2,824 shares; 2023Q4: 2,824 shares; 2024Q1: 2,824 shares; 2024Q2: 3,254 shares 3,254 $152K 0.03% +430 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; 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; 2024Q2: 1,985 shares 1,985 $152K 0.03% 0 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,445 shares; 2024Q2: 4,566 shares 4,566 $152K 0.03% +121 Timeline DFE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 2,500 shares 2,500 $149K 0.03% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,458 shares; 2023Q1: 1,458 shares; 2023Q2: 1,458 shares; 2023Q3: 798 shares; 2023Q4: 772 shares; 2024Q1: 772 shares; 2024Q2: 1,252 shares 1,252 $148K 0.03% +480 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; 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; 2024Q2: 2,785 shares 2,785 $148K 0.03% +141 Timeline DIM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,435 shares; 2024Q2: 2,435 shares 2,435 $148K 0.03% 0 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; 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; 2024Q2: 9,586 shares 9,586 $148K 0.03% +5,000 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; 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; 2024Q2: 5,182 shares 5,182 $147K 0.03% +80 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,065 shares; 2023Q4: 3,890 shares; 2024Q1: 3,890 shares; 2024Q2: 3,890 shares 3,890 $147K 0.03% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 102 shares; 2023Q1: 102 shares; 2023Q2: 102 shares; 2023Q3: 314 shares; 2023Q4: 314 shares; 2024Q1: 47 shares; 2024Q2: 338 shares 338 $144K 0.03% +291 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 7,398 shares; 2023Q1: 7,398 shares; 2023Q2: 7,398 shares; 2023Q3: 10,031 shares; 2023Q4: 7,461 shares; 2024Q1: 1,339 shares; 2024Q2: 4,040 shares 4,040 $141K 0.03% +2,701 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; 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; 2024Q2: 12,215 shares 12,215 $141K 0.03% 0 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,756 shares; 2024Q2: 2,665 shares 2,665 $139K 0.03% -91 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,988 shares; 2023Q1: 1,988 shares; 2023Q2: 1,988 shares; 2023Q3: 2,697 shares; 2023Q4: 2,711 shares; 2024Q1: 2,765 shares; 2024Q2: 2,765 shares 2,765 $138K 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 6,385 shares; 2024Q1: 6,385 shares; 2024Q2: 6,385 shares 6,385 $138K 0.03% 0 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 2,859 shares 2,859 $138K 0.03% -26,414 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; 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; 2024Q2: 1,375 shares 1,375 $137K 0.02% 0 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 5,994 shares 5,994 $136K 0.02% 0 Timeline DISCOVER FINL SVCS DISCOVER FINL SVCS More: the full row for DISCOVER FINL SVCS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 659 shares; 2023Q1: 659 shares; 2023Q2: 659 shares; 2023Q3: 606 shares; 2023Q4: 747 shares; 2024Q1: 1,045 shares; 2024Q2: 1,028 shares 1,028 $134K 0.02% -17 SRTS SENSUS HEALTHCARE INC More: the full row for SENSUS HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 25,000 shares 25,000 $133K 0.02% new Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,015 shares; 2024Q1: 2,372 shares; 2024Q2: 2,232 shares 2,232 $132K 0.02% -140 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; 2022Q3: restricted; 2022Q4: 10,718 shares; 2023Q1: 718 shares; 2023Q2: 718 shares; 2023Q3: 1,868 shares; 2023Q4: 2,268 shares; 2024Q1: 2,918 shares; 2024Q2: 2,998 shares 2,998 $132K 0.02% +80 Timeline DGRS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 736 shares; 2023Q1: 736 shares; 2023Q2: 736 shares; 2023Q3: 1,936 shares; 2023Q4: 2,315 shares; 2024Q1: 2,772 shares; 2024Q2: 2,789 shares 2,789 $131K 0.02% +17 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,580 shares; 2023Q4: 1,964 shares; 2024Q1: 2,425 shares; 2024Q2: 2,793 shares 2,793 $131K 0.02% +368 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; 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; 2024Q2: 1,868 shares 1,868 $130K 0.02% 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; 2022Q3: restricted; 2022Q4: 783 shares; 2023Q1: 783 shares; 2023Q2: 783 shares; 2023Q3: 1,101 shares; 2023Q4: 1,102 shares; 2024Q1: 1,728 shares; 2024Q2: 1,766 shares 1,766 $129K 0.02% +38 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; 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; 2024Q2: 3,485 shares 3,485 $128K 0.02% -14,922 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 224 shares; 2023Q1: 224 shares; 2023Q2: 224 shares; 2023Q3: 536 shares; 2023Q4: 1,116 shares; 2024Q1: 1,116 shares; 2024Q2: 1,128 shares 1,128 $128K 0.02% +12 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,000 shares; 2023Q1: 1,000 shares; 2023Q2: 1,000 shares; 2023Q3: 1,000 shares; 2023Q4: 1,094 shares; 2024Q1: 1,094 shares; 2024Q2: 1,000 shares 1,000 $127K 0.02% -94 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; 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; 2024Q2: 1,659 shares 1,659 $127K 0.02% +88 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; 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; 2024Q2: 3,723 shares 3,723 $126K 0.02% -1,263 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; 2022Q3: restricted; 2022Q4: 391 shares; 2023Q1: 391 shares; 2023Q2: 391 shares; 2023Q3: 544 shares; 2023Q4: 562 shares; 2024Q1: 636 shares; 2024Q2: 538 shares 538 $126K 0.02% -98 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; 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; 2024Q2: 1,260 shares 1,260 $123K 0.02% +30 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; 2022Q3: restricted; 2022Q4: 665 shares; 2023Q1: 665 shares; 2023Q2: 665 shares; 2023Q3: 693 shares; 2023Q4: 693 shares; 2024Q1: 693 shares; 2024Q2: 693 shares 693 $122K 0.02% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 11,783 shares; 2023Q1: 4,283 shares; 2023Q2: 4,283 shares; 2023Q3: 433 shares; 2023Q4: 2,373 shares; 2024Q1: 332 shares; 2024Q2: 593 shares 593 $120K 0.02% +261 Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 189 shares; 2023Q1: 189 shares; 2023Q2: 189 shares; 2023Q3: 169 shares; 2023Q4: 136 shares; 2024Q1: 124 shares; 2024Q2: 150 shares 150 $118K 0.02% +26 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; 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; 2024Q2: 1,803 shares 1,803 $118K 0.02% 0 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 700 shares; 2023Q1: 700 shares; 2023Q2: 700 shares; 2023Q3: 708 shares; 2023Q4: 708 shares; 2024Q1: 708 shares; 2024Q2: 708 shares 708 $118K 0.02% 0 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 2,750 shares 2,750 $117K 0.02% 0 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; 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; 2024Q2: 6,054 shares 6,054 $116K 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; 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; 2024Q2: 4,569 shares 4,569 $116K 0.02% +46 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 208 shares; 2023Q1: 208 shares; 2023Q2: 208 shares; 2023Q3: 712 shares; 2023Q4: 712 shares; 2024Q1: 837 shares; 2024Q2: 837 shares 837 $116K 0.02% 0 Timeline MSML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 2,140 shares; 2023Q1: 2,140 shares; 2023Q2: 2,140 shares; 2023Q3: 2,140 shares; 2023Q4: 2,140 shares; 2024Q1: 2,140 shares; 2024Q2: 2,140 shares 2,140 $115K 0.02% 0 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 2,830 shares; 2023Q1: 2,830 shares; 2023Q2: 2,830 shares; 2023Q3: 4,053 shares; 2023Q4: 4,299 shares; 2024Q1: 5,351 shares; 2024Q2: 5,353 shares 5,353 $114K 0.02% +2 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 613 shares; 2023Q1: 613 shares; 2023Q2: 613 shares; 2023Q3: 600 shares; 2023Q4: 600 shares; 2024Q1: 835 shares; 2024Q2: 974 shares 974 $114K 0.02% +139 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; 2022Q3: restricted; 2022Q4: 790 shares; 2023Q1: 790 shares; 2023Q2: 790 shares; 2023Q3: 790 shares; 2023Q4: 790 shares; 2024Q1: 790 shares; 2024Q2: 863 shares 863 $114K 0.02% +73 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 749 shares; 2023Q1: 749 shares; 2023Q2: 749 shares; 2023Q3: 749 shares; 2023Q4: 749 shares; 2024Q1: 1,201 shares; 2024Q2: 3,651 shares 3,651 $113K 0.02% +2,450 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; 2022Q3: restricted; 2022Q4: 368 shares; 2023Q1: 368 shares; 2023Q2: 368 shares; 2023Q3: 1,134 shares; 2023Q4: 1,640 shares; 2024Q1: 1,649 shares; 2024Q2: 1,711 shares 1,711 $113K 0.02% +62 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; 2022Q3: restricted; 2022Q4: 94 shares; 2023Q1: 94 shares; 2023Q2: 94 shares; 2023Q3: 94 shares; 2023Q4: 94 shares; 2024Q1: 94 shares; 2024Q2: 94 shares 94 $112K 0.02% 0 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; 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; 2024Q2: 1,240 shares 1,240 $111K 0.02% +240 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; 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; 2024Q2: 1,688 shares 1,688 $110K 0.02% -1,517 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 106 shares; 2023Q1: 106 shares; 2023Q2: 106 shares; 2023Q3: 469 shares; 2023Q4: 380 shares; 2024Q1: 781 shares; 2024Q2: 858 shares 858 $109K 0.02% +77 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 2,939 shares; 2023Q1: 2,939 shares; 2023Q2: 2,939 shares; 2023Q3: 1,476 shares; 2023Q4: 1,476 shares; 2024Q1: 1,726 shares; 2024Q2: 1,722 shares 1,722 $109K 0.02% -4 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; 2022Q3: restricted; 2022Q4: 108 shares; 2023Q1: 108 shares; 2023Q2: 108 shares; 2023Q3: 108 shares; 2023Q4: 108 shares; 2024Q1: 466 shares; 2024Q2: 539 shares 539 $108K 0.02% +73 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 100 shares; 2023Q4: 88 shares; 2024Q1: 88 shares; 2024Q2: 201 shares 201 $108K 0.02% +113 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 3,127 shares; 2023Q1: 3,127 shares; 2023Q2: 3,127 shares; 2023Q3: 4,474 shares; 2023Q4: 4,474 shares; 2024Q1: 5,574 shares; 2024Q2: 5,574 shares 5,574 $107K 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; 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; 2024Q2: 1,375 shares 1,375 $106K 0.02% 0 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 319 shares; 2023Q1: 319 shares; 2023Q2: 319 shares; 2023Q3: 491 shares; 2023Q4: 467 shares; 2024Q1: 890 shares; 2024Q2: 1,193 shares 1,193 $106K 0.02% +303 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 3,001 shares; 2023Q1: 3,001 shares; 2023Q2: 3,001 shares; 2023Q3: 4,288 shares; 2023Q4: 4,288 shares; 2024Q1: 5,428 shares; 2024Q2: 5,278 shares 5,278 $105K 0.02% -150 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; 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; 2024Q2: 2,221 shares 2,221 $105K 0.02% +95 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; 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; 2024Q2: 10,600 shares 10,600 $105K 0.02% -3,000 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,713 shares; 2023Q1: 1,713 shares; 2023Q2: 1,713 shares; 2023Q3: 1,825 shares; 2023Q4: 1,842 shares; 2024Q1: 1,537 shares; 2024Q2: 1,546 shares 1,546 $104K 0.02% +9 Timeline IBTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 2,663 shares; 2023Q1: 2,663 shares; 2023Q2: 2,663 shares; 2023Q3: 3,803 shares; 2023Q4: 3,803 shares; 2024Q1: 4,803 shares; 2024Q2: 4,653 shares 4,653 $104K 0.02% -150 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 274 shares; 2023Q1: 274 shares; 2023Q2: 274 shares; 2023Q3: 274 shares; 2023Q4: 274 shares; 2024Q1: 490 shares; 2024Q2: 2,056 shares 2,056 $104K 0.02% +1,566 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 791 shares; 2023Q1: 791 shares; 2023Q2: 3,791 shares; 2023Q3: 774 shares; 2023Q4: 674 shares; 2024Q1: 674 shares; 2024Q2: 674 shares 674 $102K 0.02% 0 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; 2022Q3: restricted; 2022Q4: 115 shares; 2023Q1: 115 shares; 2023Q2: 115 shares; 2023Q3: 115 shares; 2023Q4: 115 shares; 2024Q1: 414 shares; 2024Q2: 782 shares 782 $101K 0.02% +368 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; 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; 2024Q2: 1,301 shares 1,301 $101K 0.02% -35 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 64,366 shares; 2023Q1: 64,366 shares; 2023Q2: 64,366 shares; 2023Q3: 26,618 shares; 2023Q4: 7,500 shares; 2024Q1: 5,687 shares; 2024Q2: 2,118 shares 2,118 $99.9K 0.02% -3,569 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,231 shares; 2023Q1: 1,231 shares; 2023Q2: 1,231 shares; 2023Q3: 1,331 shares; 2023Q4: 1,331 shares; 2024Q1: 1,231 shares; 2024Q2: 3,496 shares 3,496 $99.3K 0.02% +2,265 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,000 shares; 2024Q1: 3,000 shares; 2024Q2: 3,000 shares 3,000 $99K 0.02% 0 Timeline DNL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,763 shares; 2023Q4: 2,509 shares; 2024Q1: 2,509 shares; 2024Q2: 2,526 shares 2,526 $98.7K 0.02% +17 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,523 shares; 2023Q1: 1,523 shares; 2023Q2: 1,523 shares; 2023Q3: 998 shares; 2023Q4: 952 shares; 2024Q1: 952 shares; 2024Q2: 816 shares 816 $98.5K 0.02% -136 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; 2022Q3: restricted; 2022Q4: 1,372 shares; 2023Q1: 1,372 shares; 2023Q2: 1,372 shares; 2023Q3: 291 shares; 2023Q4: 291 shares; 2024Q1: 291 shares; 2024Q2: 294 shares 294 $98.1K 0.02% +3 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 4,398 shares; 2023Q1: 4,398 shares; 2023Q2: 4,398 shares; 2023Q3: 4,398 shares; 2023Q4: 3,702 shares; 2024Q1: 1,902 shares; 2024Q2: 1,902 shares 1,902 $97.5K 0.02% 0 Timeline BCO BRINKS CO More: the full row for BRINKS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 514 shares; 2023Q4: 514 shares; 2024Q1: 514 shares; 2024Q2: 944 shares 944 $96.7K 0.02% +430 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 41 shares; 2023Q1: 41 shares; 2023Q2: 41 shares; 2023Q3: 447 shares; 2023Q4: 379 shares; 2024Q1: 324 shares; 2024Q2: 407 shares 407 $94.4K 0.02% +83 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; 2022Q3: restricted; 2022Q4: 284 shares; 2023Q1: 284 shares; 2023Q2: 284 shares; 2023Q3: 284 shares; 2023Q4: 284 shares; 2024Q1: 284 shares; 2024Q2: 284 shares 284 $93.4K 0.02% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 929 shares; 2023Q1: 929 shares; 2023Q2: 929 shares; 2023Q3: 686 shares; 2023Q4: 686 shares; 2024Q1: 1,320 shares; 2024Q2: 1,354 shares 1,354 $92.9K 0.02% +34 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,148 shares; 2023Q1: 1,148 shares; 2023Q2: 1,148 shares; 2023Q3: 988 shares; 2023Q4: 988 shares; 2024Q1: 943 shares; 2024Q2: 908 shares 908 $92.8K 0.02% -35 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 600 shares; 2023Q1: 600 shares; 2023Q2: 600 shares; 2023Q3: 600 shares; 2023Q4: 700 shares; 2024Q1: 700 shares; 2024Q2: 700 shares 700 $92.4K 0.02% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 87 shares; 2023Q1: 1,087 shares; 2023Q2: 1,087 shares; 2023Q3: 1,024 shares; 2023Q4: 1,126 shares; 2024Q1: 267 shares; 2024Q2: 272 shares 272 $92.2K 0.02% +5 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 920 shares; 2023Q4: 920 shares; 2024Q1: 920 shares; 2024Q2: 920 shares 920 $92.1K 0.02% 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; 2022Q3: restricted; 2022Q4: 267 shares; 2023Q1: 267 shares; 2023Q2: 267 shares; 2023Q3: 474 shares; 2023Q4: 362 shares; 2024Q1: 362 shares; 2024Q2: 403 shares 403 $92K 0.02% +41 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 316 shares; 2023Q1: 316 shares; 2023Q2: 316 shares; 2023Q3: 261 shares; 2023Q4: 261 shares; 2024Q1: 261 shares; 2024Q2: 692 shares 692 $91.7K 0.02% +431 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; 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; 2024Q2: 3,338 shares 3,338 $91.5K 0.02% +43 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; 2022Q3: restricted; 2022Q4: 1,069 shares; 2023Q1: 1,069 shares; 2023Q2: 1,069 shares; 2023Q3: 1,032 shares; 2023Q4: 978 shares; 2024Q1: 998 shares; 2024Q2: 942 shares 942 $90.7K 0.02% -56 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,864 shares; 2024Q1: 1,864 shares; 2024Q2: 1,660 shares 1,660 $90.5K 0.02% -204 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 308 shares; 2023Q4: 339 shares; 2024Q1: 1,157 shares; 2024Q2: 1,157 shares 1,157 $90.2K 0.02% 0 Timeline MFDX PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,641 shares; 2024Q2: 2,976 shares 2,976 $90.1K 0.02% +335 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,134 shares; 2023Q4: 1,060 shares; 2024Q1: 1,062 shares; 2024Q2: 1,062 shares 1,062 $88.8K 0.02% 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; 2022Q3: restricted; 2022Q4: 641 shares; 2023Q1: 641 shares; 2023Q2: 641 shares; 2023Q3: 3,125 shares; 2023Q4: 3,094 shares; 2024Q1: 3,100 shares; 2024Q2: 3,100 shares 3,100 $88K 0.02% 0 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; 2022Q3: restricted; 2022Q4: 173 shares; 2023Q1: 173 shares; 2023Q2: 173 shares; 2023Q3: 93 shares; 2023Q4: 192 shares; 2024Q1: 1,161 shares; 2024Q2: 1,161 shares 1,161 $87.5K 0.02% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 903 shares; 2023Q1: 903 shares; 2023Q2: 903 shares; 2023Q3: 1,189 shares; 2023Q4: 830 shares; 2024Q1: 765 shares; 2024Q2: 1,201 shares 1,201 $86.7K 0.02% +436 Timeline APOG APOGEE ENTERPRISES INC More: the full row for APOGEE ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,120 shares; 2023Q1: 1,120 shares; 2023Q2: 1,120 shares; 2023Q3: 748 shares; 2023Q4: 748 shares; 2024Q1: 748 shares; 2024Q2: 1,378 shares 1,378 $86.6K 0.02% +630 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; 2022Q3: restricted; 2022Q4: 32 shares; 2023Q1: 32 shares; 2023Q2: 32 shares; 2023Q3: 32 shares; 2023Q4: 32 shares; 2024Q1: 118 shares; 2024Q2: 153 shares 153 $86.2K 0.02% +35 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,595 shares; 2023Q1: 1,595 shares; 2023Q2: 1,595 shares; 2023Q3: 1,693 shares; 2023Q4: 1,693 shares; 2024Q1: 1,773 shares; 2024Q2: 1,851 shares 1,851 $86.2K 0.02% +78 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 408 shares; 2023Q1: 408 shares; 2023Q2: 408 shares; 2023Q3: 649 shares; 2023Q4: 635 shares; 2024Q1: 622 shares; 2024Q2: 1,272 shares 1,272 $85.7K 0.02% +650 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; 2022Q3: restricted; 2022Q4: 688 shares; 2023Q1: 688 shares; 2023Q2: 688 shares; 2023Q3: 688 shares; 2023Q4: 988 shares; 2024Q1: 1,153 shares; 2024Q2: 988 shares 988 $84.8K 0.02% -165 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; 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; 2024Q2: 1,765 shares 1,765 $84.8K 0.02% -250 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 475 shares 475 $81.5K 0.01% new Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 1,422 shares 1,422 $81.4K 0.01% -217 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; 2022Q3: restricted; 2022Q4: 780 shares; 2023Q1: 780 shares; 2023Q2: 780 shares; 2023Q3: 780 shares; 2023Q4: 2,780 shares; 2024Q1: 2,780 shares; 2024Q2: 2,780 shares 2,780 $81.3K 0.01% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,865 shares; 2023Q1: 1,865 shares; 2023Q2: 1,865 shares; 2023Q3: 1,099 shares; 2023Q4: 616 shares; 2024Q1: 616 shares; 2024Q2: 629 shares 629 $81.2K 0.01% +13 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 227 shares; 2023Q4: 227 shares; 2024Q1: 3,000 shares; 2024Q2: 3,000 shares 3,000 $80.8K 0.01% 0 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,016 shares; 2024Q2: 2,272 shares 2,272 $79.5K 0.01% +256 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 3,306 shares; 2023Q4: 3,490 shares; 2024Q1: 3,057 shares; 2024Q2: 4,369 shares 4,369 $79.4K 0.01% +1,312 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 205 shares; 2023Q4: 174 shares; 2024Q1: 160 shares; 2024Q2: 181 shares 181 $79.4K 0.01% +21 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; 2022Q3: restricted; 2022Q4: 362 shares; 2023Q1: 362 shares; 2023Q2: 362 shares; 2023Q3: 362 shares; 2023Q4: 362 shares; 2024Q1: 1,235 shares; 2024Q2: 1,443 shares 1,443 $79.3K 0.01% +208 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; 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; 2024Q2: 2,413 shares 2,413 $77.7K 0.01% -453 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 1,431 shares 1,431 $77.2K 0.01% +146 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; 2022Q3: restricted; 2022Q4: 841 shares; 2023Q1: 841 shares; 2023Q2: 841 shares; 2023Q3: 853 shares; 2023Q4: 783 shares; 2024Q1: 783 shares; 2024Q2: 783 shares 783 $77K 0.01% 0 Timeline WEN WENDYS CO More: the full row for WENDYS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 828 shares; 2023Q1: 828 shares; 2023Q2: 828 shares; 2023Q3: 5,150 shares; 2023Q4: 5,150 shares; 2024Q1: 4,510 shares; 2024Q2: 4,510 shares 4,510 $76.5K 0.01% 0 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,408 shares; 2023Q4: 1,408 shares; 2024Q1: 5,076 shares; 2024Q2: 5,076 shares 5,076 $76K 0.01% 0 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 1,026 shares 1,026 $76K 0.01% -162 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 544 shares; 2023Q1: 544 shares; 2023Q2: 544 shares; 2023Q3: 1,229 shares; 2023Q4: 1,210 shares; 2024Q1: 1,457 shares; 2024Q2: 1,458 shares 1,458 $74.5K 0.01% +1 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; 2022Q3: restricted; 2022Q4: 756 shares; 2023Q1: 756 shares; 2023Q2: 756 shares; 2023Q3: 756 shares; 2023Q4: 756 shares; 2024Q1: 756 shares; 2024Q2: 631 shares 631 $74.1K 0.01% -125 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 479 shares; 2023Q1: 479 shares; 2023Q2: 479 shares; 2023Q3: 427 shares; 2023Q4: 481 shares; 2024Q1: 640 shares; 2024Q2: 640 shares 640 $73.9K 0.01% 0 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; 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; 2024Q2: 4,123 shares 4,123 $72.9K 0.01% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 201 shares; 2023Q1: 201 shares; 2023Q2: 201 shares; 2023Q3: 263 shares; 2023Q4: 263 shares; 2024Q1: 263 shares; 2024Q2: 263 shares 263 $72.8K 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; 2022Q3: restricted; 2022Q4: 1,568 shares; 2023Q1: 1,568 shares; 2023Q2: 1,568 shares; 2023Q3: 657 shares; 2023Q4: 657 shares; 2024Q1: 657 shares; 2024Q2: 657 shares 657 $72.5K 0.01% 0 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; 2022Q3: restricted; 2022Q4: 1,977 shares; 2023Q1: 1,977 shares; 2023Q2: 1,977 shares; 2023Q3: 1,876 shares; 2023Q4: 944 shares; 2024Q1: 856 shares; 2024Q2: 788 shares 788 $71.8K 0.01% -68 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 570 shares; 2023Q1: 570 shares; 2023Q2: 570 shares; 2023Q3: 320 shares; 2023Q4: 515 shares; 2024Q1: 545 shares; 2024Q2: 779 shares 779 $71.3K 0.01% +234 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; 2022Q3: restricted; 2022Q4: 815 shares; 2023Q1: 815 shares; 2023Q2: 815 shares; 2023Q3: not reported; 2023Q4: 1,450 shares; 2024Q1: 1,450 shares; 2024Q2: 1,450 shares 1,450 $71.2K 0.01% 0 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; 2022Q3: restricted; 2022Q4: 915 shares; 2023Q1: 915 shares; 2023Q2: 915 shares; 2023Q3: 1,488 shares; 2023Q4: 1,449 shares; 2024Q1: 1,449 shares; 2024Q2: 568 shares 568 $70.9K 0.01% -881 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,780 shares; 2024Q2: 1,989 shares 1,989 $70.7K 0.01% -1,791 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 279 shares; 2023Q1: 279 shares; 2023Q2: 279 shares; 2023Q3: 268 shares; 2023Q4: 258 shares; 2024Q1: 2,378 shares; 2024Q2: 379 shares 379 $69.7K 0.01% -1,999 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; 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; 2024Q2: 1,111 shares 1,111 $69.2K 0.01% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 576 shares; 2023Q1: 576 shares; 2023Q2: 576 shares; 2023Q3: 331 shares; 2023Q4: 420 shares; 2024Q1: 790 shares; 2024Q2: 548 shares 548 $69K 0.01% -242 Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,500 shares; 2024Q1: 1,500 shares; 2024Q2: 1,500 shares 1,500 $68.9K 0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,627 shares; 2023Q1: 1,627 shares; 2023Q2: 1,627 shares; 2023Q3: 707 shares; 2023Q4: 909 shares; 2024Q1: 909 shares; 2024Q2: 976 shares 976 $68.5K 0.01% +67 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 131 shares; 2023Q4: 166 shares; 2024Q1: 170 shares; 2024Q2: 209 shares 209 $67.1K 0.01% +39 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 774 shares; 2023Q4: 774 shares; 2024Q1: 774 shares; 2024Q2: 774 shares 774 $66.5K 0.01% 0 Timeline SCSC SCANSOURCE INC More: the full row for SCANSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 1,500 shares 1,500 $66.5K 0.01% 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 50 shares; 2024Q2: 48 shares 48 $66.4K 0.01% -2 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 636 shares; 2023Q1: 636 shares; 2023Q2: 636 shares; 2023Q3: 284 shares; 2023Q4: 315 shares; 2024Q1: 288 shares; 2024Q2: 318 shares 318 $66.1K 0.01% +30 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; 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; 2024Q2: 3,749 shares 3,749 $65.9K 0.01% -1,200 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,040 shares; 2023Q1: 1,040 shares; 2023Q2: 1,040 shares; 2023Q3: 880 shares; 2023Q4: 880 shares; 2024Q1: 880 shares; 2024Q2: 880 shares 880 $65.8K 0.01% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 274 shares; 2023Q1: 274 shares; 2023Q2: 274 shares; 2023Q3: 114 shares; 2023Q4: 124 shares; 2024Q1: 124 shares; 2024Q2: 140 shares 140 $65.6K 0.01% +16 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 65 shares; 2023Q1: 65 shares; 2023Q2: 65 shares; 2023Q3: 79 shares; 2023Q4: 105 shares; 2024Q1: 105 shares; 2024Q2: 145 shares 145 $64.7K 0.01% +40 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; 2022Q3: restricted; 2022Q4: 27 shares; 2023Q1: 27 shares; 2023Q2: 27 shares; 2023Q3: 1,425 shares; 2023Q4: 728 shares; 2024Q1: 728 shares; 2024Q2: 754 shares 754 $63.6K 0.01% +26 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 122 shares; 2023Q1: 122 shares; 2023Q2: 122 shares; 2023Q3: 183 shares; 2023Q4: 296 shares; 2024Q1: 746 shares; 2024Q2: 883 shares 883 $63K 0.01% +137 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; 2022Q3: restricted; 2022Q4: 1,000 shares; 2023Q1: 1,000 shares; 2023Q2: 1,000 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,355 shares; 2024Q2: 1,455 shares 1,455 $62.8K 0.01% +100 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; 2022Q3: restricted; 2022Q4: 460 shares; 2023Q1: 460 shares; 2023Q2: 460 shares; 2023Q3: 531 shares; 2023Q4: 282 shares; 2024Q1: 282 shares; 2024Q2: 282 shares 282 $62.7K 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; 2022Q3: restricted; 2022Q4: 116 shares; 2023Q1: 116 shares; 2023Q2: 116 shares; 2023Q3: 100 shares; 2023Q4: 280 shares; 2024Q1: 310 shares; 2024Q2: 310 shares 310 $62.6K 0.01% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,100 shares; 2023Q1: 1,100 shares; 2023Q2: 1,100 shares; 2023Q3: 1,100 shares; 2023Q4: 1,100 shares; 2024Q1: 425 shares; 2024Q2: 995 shares 995 $62.5K 0.01% +570 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 247 shares; 2023Q1: 247 shares; 2023Q2: 247 shares; 2023Q3: 247 shares; 2023Q4: 242 shares; 2024Q1: 242 shares; 2024Q2: 260 shares 260 $61.9K 0.01% +18 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 50 shares; 2023Q4: 50 shares; 2024Q1: 39 shares; 2024Q2: 214 shares 214 $61.6K 0.01% +175 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 525 shares; 2023Q1: 525 shares; 2023Q2: 525 shares; 2023Q3: 466 shares; 2023Q4: 466 shares; 2024Q1: 512 shares; 2024Q2: 535 shares 535 $61.4K 0.01% +23 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 833 shares; 2023Q1: 833 shares; 2023Q2: 833 shares; 2023Q3: 899 shares; 2023Q4: 1,056 shares; 2024Q1: 666 shares; 2024Q2: 795 shares 795 $60.9K 0.01% +129 Timeline STXK EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,089 shares 2,089 $60.6K 0.01% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 90 shares; 2023Q1: 90 shares; 2023Q2: 90 shares; 2023Q3: 439 shares; 2023Q4: 287 shares; 2024Q1: 185 shares; 2024Q2: 268 shares 268 $60.6K 0.01% +83 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; 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; 2024Q2: 1,558 shares 1,558 $60.3K 0.01% 0 Timeline XONE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,212 shares; 2024Q2: 1,212 shares 1,212 $60K 0.01% 0 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 95 shares; 2023Q4: 95 shares; 2024Q1: 1,171 shares; 2024Q2: 1,171 shares 1,171 $59.8K 0.01% 0 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 825 shares 825 $59.5K 0.01% new 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 123 shares; 2023Q4: 152 shares; 2024Q1: 144 shares; 2024Q2: 144 shares 144 $59.3K 0.01% 0 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,330 shares 1,330 $59K 0.01% new 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,450 shares; 2023Q4: 1,450 shares; 2024Q1: 1,450 shares; 2024Q2: 1,450 shares 1,450 $58.6K 0.01% 0 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 3,240 shares; 2023Q1: 3,240 shares; 2023Q2: 3,240 shares; 2023Q3: 3,075 shares; 2023Q4: 2,992 shares; 2024Q1: 1,248 shares; 2024Q2: 1,518 shares 1,518 $58.4K 0.01% +270 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 19 shares; 2023Q1: 19 shares; 2023Q2: 19 shares; 2023Q3: 19 shares; 2023Q4: 147 shares; 2024Q1: 132 shares; 2024Q2: 151 shares 151 $57.9K 0.01% +19 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 975 shares; 2023Q4: 423 shares; 2024Q1: 1,771 shares; 2024Q2: 1,771 shares 1,771 $57.5K 0.01% 0 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 455 shares; 2023Q1: 455 shares; 2023Q2: 455 shares; 2023Q3: not reported; 2023Q4: 190 shares; 2024Q1: 190 shares; 2024Q2: 304 shares 304 $57.3K 0.01% +114 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; 2022Q3: restricted; 2022Q4: 100 shares; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 74 shares; 2023Q4: 138 shares; 2024Q1: 140 shares; 2024Q2: 140 shares 140 $57.2K 0.01% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 368 shares; 2023Q1: 368 shares; 2023Q2: 368 shares; 2023Q3: 376 shares; 2023Q4: 389 shares; 2024Q1: 391 shares; 2024Q2: 404 shares 404 $57.1K 0.01% +13 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; 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; 2024Q2: 2,859 shares 2,859 $56.8K 0.01% -144 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 249 shares; 2023Q1: 249 shares; 2023Q2: 249 shares; 2023Q3: 286 shares; 2023Q4: 272 shares; 2024Q1: 232 shares; 2024Q2: 232 shares 232 $56.8K 0.01% 0 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,117 shares 1,117 $56.3K 0.01% new Timeline DMAR 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,560 shares 1,560 $56.2K 0.01% new Timeline