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: 37,462 shares; 2023Q1: 37,786 shares; 2023Q2: 36,815 shares; 2023Q3: 36,214 shares; 2023Q4: 35,660 shares; 2024Q1: 34,461 shares; 2024Q2: 38,927 shares 38,927 $17.4M 3.93% +4,466 Timeline 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: 94,787 shares; 2023Q1: 97,368 shares; 2023Q2: 96,054 shares; 2023Q3: 95,002 shares; 2023Q4: 94,297 shares; 2024Q1: 93,409 shares; 2024Q2: 89,463 shares 89,463 $16.3M 3.68% -3,946 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: 66,035 shares; 2023Q1: 66,943 shares; 2023Q2: 67,968 shares; 2023Q3: 69,572 shares; 2023Q4: 68,868 shares; 2024Q1: 66,814 shares; 2024Q2: 67,274 shares 67,274 $14.4M 3.25% +460 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: 43,831 shares; 2023Q1: 44,980 shares; 2023Q2: 44,955 shares; 2023Q3: 45,047 shares; 2023Q4: 44,687 shares; 2024Q1: 44,181 shares; 2024Q2: 44,285 shares 44,285 $13.4M 3.04% +104 Timeline 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: 24,032 shares; 2023Q1: 23,770 shares; 2023Q2: 23,525 shares; 2023Q3: 22,250 shares; 2023Q4: 21,740 shares; 2024Q1: 22,390 shares; 2024Q2: 22,129 shares 22,129 $12.1M 2.74% -261 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: 64,862 shares; 2023Q1: 66,695 shares; 2023Q2: 67,165 shares; 2023Q3: 68,072 shares; 2023Q4: 67,611 shares; 2024Q1: 66,794 shares; 2024Q2: 66,666 shares 66,666 $11M 2.49% -128 Timeline ANSYS INC ANSYS INC More: the full row for ANSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 32,870 shares; 2023Q1: 32,804 shares; 2023Q2: 33,389 shares; 2023Q3: 34,019 shares; 2023Q4: 33,719 shares; 2024Q1: 33,338 shares; 2024Q2: 33,235 shares 33,235 $10.7M 2.42% -103 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: 69,781 shares; 2023Q1: 70,236 shares; 2023Q2: 70,125 shares; 2023Q3: 69,301 shares; 2023Q4: 67,973 shares; 2024Q1: 66,259 shares; 2024Q2: 66,307 shares 66,307 $10.5M 2.37% +48 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: 17,821 shares; 2023Q1: 18,978 shares; 2023Q2: 19,262 shares; 2023Q3: 19,621 shares; 2023Q4: 19,347 shares; 2024Q1: 19,000 shares; 2024Q2: 18,942 shares 18,942 $10.5M 2.37% -58 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: 61,115 shares; 2023Q1: 62,000 shares; 2023Q2: 61,845 shares; 2023Q3: 63,044 shares; 2023Q4: 62,362 shares; 2024Q1: 60,326 shares; 2024Q2: 60,090 shares 60,090 $10.4M 2.36% -236 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: 38,034 shares; 2023Q1: 38,296 shares; 2023Q2: 37,793 shares; 2023Q3: 37,010 shares; 2023Q4: 35,953 shares; 2024Q1: 175,688 shares; 2024Q2: 174,785 shares 174,785 $10.2M 2.31% -903 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: 62,539 shares; 2023Q1: 64,594 shares; 2023Q2: 65,227 shares; 2023Q3: 69,255 shares; 2023Q4: 73,115 shares; 2024Q1: 74,690 shares; 2024Q2: 78,255 shares 78,255 $10.1M 2.29% +3,565 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 69,199 shares; 2023Q1: 70,266 shares; 2023Q2: 68,268 shares; 2023Q3: 61,127 shares; 2023Q4: 60,613 shares; 2024Q1: 54,261 shares; 2024Q2: 53,860 shares 53,860 $10M 2.27% -401 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: 27,717 shares; 2023Q1: 27,134 shares; 2023Q2: 27,152 shares; 2023Q3: 26,845 shares; 2023Q4: 26,346 shares; 2024Q1: 26,111 shares; 2024Q2: 26,690 shares 26,690 $9.97M 2.25% +579 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: 179,681 shares; 2023Q1: 183,042 shares; 2023Q2: 188,540 shares; 2023Q3: 195,308 shares; 2023Q4: 182,752 shares; 2024Q1: 179,069 shares; 2024Q2: 177,298 shares 177,298 $9.75M 2.2% -1,771 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: 99,470 shares; 2023Q1: 99,973 shares; 2023Q2: 99,546 shares; 2023Q3: 98,228 shares; 2023Q4: 96,973 shares; 2024Q1: 96,586 shares; 2024Q2: 98,774 shares 98,774 $9.5M 2.15% +2,188 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: 78,372 shares; 2023Q1: 76,751 shares; 2023Q2: 74,224 shares; 2023Q3: 69,903 shares; 2023Q4: 68,311 shares; 2024Q1: 67,630 shares; 2024Q2: 67,239 shares 67,239 $9.49M 2.15% -391 Timeline EWL 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: 181,769 shares; 2023Q1: 181,889 shares; 2023Q2: 183,663 shares; 2023Q3: 184,284 shares; 2023Q4: 179,711 shares; 2024Q1: 190,076 shares; 2024Q2: 193,316 shares 193,316 $9.32M 2.11% +3,240 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: 28,720 shares; 2023Q1: 29,475 shares; 2023Q2: 29,708 shares; 2023Q3: 30,650 shares; 2023Q4: 30,614 shares; 2024Q1: 31,732 shares; 2024Q2: 31,939 shares 31,939 $9.19M 2.08% +207 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: 88,251 shares; 2023Q1: 90,493 shares; 2023Q2: 90,357 shares; 2023Q3: 98,842 shares; 2023Q4: 98,184 shares; 2024Q1: 93,301 shares; 2024Q2: 93,186 shares 93,186 $9.04M 2.04% -115 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 99,556 shares; 2023Q1: 103,503 shares; 2023Q2: 103,957 shares; 2023Q3: 112,748 shares; 2023Q4: 106,104 shares; 2024Q1: 109,126 shares; 2024Q2: 127,430 shares 127,430 $9.04M 2.04% +18,304 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: 11,085 shares; 2023Q1: 11,093 shares; 2023Q2: 11,084 shares; 2023Q3: 10,952 shares; 2023Q4: 10,766 shares; 2024Q1: 10,432 shares; 2024Q2: 9,151 shares 9,151 $7.78M 1.76% -1,281 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: 35,042 shares; 2023Q1: 35,087 shares; 2023Q2: 34,985 shares; 2023Q3: 37,424 shares; 2023Q4: 36,449 shares; 2024Q1: 36,349 shares; 2024Q2: 35,953 shares 35,953 $7.57M 1.71% -396 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: 34,796 shares; 2023Q1: 37,496 shares; 2023Q2: 37,354 shares; 2023Q3: 36,751 shares; 2023Q4: 37,256 shares; 2024Q1: 36,954 shares; 2024Q2: 36,797 shares 36,797 $7.44M 1.68% -157 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 8,822 shares; 2023Q1: 9,162 shares; 2023Q2: 9,266 shares; 2023Q3: 9,346 shares; 2023Q4: 9,358 shares; 2024Q1: 9,430 shares; 2024Q2: 9,711 shares 9,711 $7.35M 1.66% +281 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: 47,461 shares; 2023Q1: 47,972 shares; 2023Q2: 48,111 shares; 2023Q3: 47,806 shares; 2023Q4: 36,372 shares; 2024Q1: 108,229 shares; 2024Q2: 107,596 shares 107,596 $7.29M 1.65% -633 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: 87,150 shares; 2023Q1: 87,227 shares; 2023Q2: 85,687 shares; 2023Q3: 84,684 shares; 2023Q4: 83,460 shares; 2024Q1: 81,470 shares; 2024Q2: 81,536 shares 81,536 $7.18M 1.62% +66 Timeline VDC 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: 30,910 shares; 2023Q1: 31,526 shares; 2023Q2: 32,554 shares; 2023Q3: 33,331 shares; 2023Q4: 32,989 shares; 2024Q1: 33,155 shares; 2024Q2: 33,384 shares 33,384 $6.78M 1.53% +229 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: 74,483 shares; 2023Q1: 75,920 shares; 2023Q2: 77,976 shares; 2023Q3: 78,312 shares; 2023Q4: 77,008 shares; 2024Q1: 78,893 shares; 2024Q2: 79,413 shares 79,413 $6.18M 1.4% +520 Timeline CWI 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: 262,856 shares; 2023Q1: 202,436 shares; 2023Q2: 199,701 shares; 2023Q3: 199,802 shares; 2023Q4: 197,237 shares; 2024Q1: 204,952 shares; 2024Q2: 206,717 shares 206,717 $5.85M 1.32% +1,765 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: 33,455 shares; 2023Q1: 34,580 shares; 2023Q2: 37,708 shares; 2023Q3: 41,516 shares; 2023Q4: 40,575 shares; 2024Q1: 40,703 shares; 2024Q2: 42,139 shares 42,139 $5.82M 1.32% +1,436 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: 31,847 shares; 2023Q1: 32,470 shares; 2023Q2: 32,332 shares; 2023Q3: 34,728 shares; 2023Q4: 34,614 shares; 2024Q1: 35,163 shares; 2024Q2: 35,249 shares 35,249 $5.81M 1.31% +86 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: 632 shares; 2023Q1: 8,707 shares; 2023Q2: 17,846 shares; 2023Q3: 18,629 shares; 2023Q4: 18,439 shares; 2024Q1: 17,699 shares; 2024Q2: 17,679 shares 17,679 $5.52M 1.25% -20 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 31,964 shares; 2023Q1: 35,478 shares; 2023Q2: 38,321 shares; 2023Q3: 39,521 shares; 2023Q4: 39,314 shares; 2024Q1: 39,496 shares; 2024Q2: 38,312 shares 38,312 $5.34M 1.21% -1,184 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 44,019 shares; 2023Q1: 45,287 shares; 2023Q2: 45,887 shares; 2023Q3: 44,859 shares; 2023Q4: 40,093 shares; 2024Q1: 39,690 shares; 2024Q2: 40,616 shares 40,616 $5.12M 1.16% +926 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: 7,192 shares; 2023Q1: 5,701 shares; 2023Q2: 11,780 shares; 2023Q3: 42,870 shares; 2023Q4: 42,033 shares; 2024Q1: 42,107 shares; 2024Q2: 42,534 shares 42,534 $4.9M 1.11% +427 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 233,608 shares; 2023Q1: 231,357 shares; 2023Q2: 232,812 shares; 2023Q3: 242,613 shares; 2023Q4: 242,612 shares; 2024Q1: 252,053 shares; 2024Q2: 255,700 shares 255,700 $4.76M 1.08% +3,647 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 30,702 shares; 2023Q1: 31,458 shares; 2023Q2: 31,121 shares; 2023Q3: 32,518 shares; 2023Q4: 32,390 shares; 2024Q1: 32,307 shares; 2024Q2: 33,730 shares 33,730 $4.6M 1.04% +1,423 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: 602 shares; 2023Q1: 520 shares; 2023Q2: 2,363 shares; 2023Q3: 2,183 shares; 2023Q4: 27,776 shares; 2024Q1: 53,868 shares; 2024Q2: 55,954 shares 55,954 $4.34M 0.98% +2,086 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: 79,499 shares; 2023Q1: 82,448 shares; 2023Q2: 91,563 shares; 2023Q3: 88,298 shares; 2023Q4: 84,494 shares; 2024Q1: 90,180 shares; 2024Q2: 90,842 shares 90,842 $3.75M 0.85% +662 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: 19,685 shares; 2023Q1: 18,015 shares; 2023Q2: 23,942 shares; 2023Q3: 25,770 shares; 2023Q4: 25,646 shares; 2024Q1: 24,592 shares; 2024Q2: 24,519 shares 24,519 $3.63M 0.82% -73 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 52,758 shares; 2023Q1: 48,139 shares; 2023Q2: 46,709 shares; 2023Q3: 43,026 shares; 2023Q4: 39,575 shares; 2024Q1: 36,895 shares; 2024Q2: 35,550 shares 35,550 $3.58M 0.81% -1,345 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: 36,016 shares; 2023Q1: 35,859 shares; 2023Q2: 35,551 shares; 2023Q3: 34,560 shares; 2023Q4: 33,162 shares; 2024Q1: 32,601 shares; 2024Q2: 32,477 shares 32,477 $3.47M 0.78% -124 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: 18,928 shares; 2023Q1: 17,222 shares; 2023Q2: 15,546 shares; 2023Q3: 15,132 shares; 2023Q4: 14,694 shares; 2024Q1: 13,867 shares; 2024Q2: 13,547 shares 13,547 $3.45M 0.78% -320 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: 77,338 shares; 2023Q1: 78,433 shares; 2023Q2: 78,914 shares; 2023Q3: 78,856 shares; 2023Q4: 78,847 shares; 2024Q1: 75,034 shares; 2024Q2: 71,135 shares 71,135 $3.38M 0.76% -3,899 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: 4,657 shares; 2023Q1: 4,999 shares; 2023Q2: 5,233 shares; 2023Q3: 5,161 shares; 2023Q4: 5,072 shares; 2024Q1: 4,905 shares; 2024Q2: 4,917 shares 4,917 $3.23M 0.73% +12 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: 5,909 shares; 2023Q1: 5,689 shares; 2023Q2: 5,689 shares; 2023Q3: 5,927 shares; 2023Q4: 5,912 shares; 2024Q1: 5,654 shares; 2024Q2: 7,545 shares 7,545 $3.07M 0.69% +1,891 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: 65,259 shares; 2023Q1: 65,824 shares; 2023Q2: 65,612 shares; 2023Q3: 62,440 shares; 2023Q4: 59,964 shares; 2024Q1: 55,601 shares; 2024Q2: 55,094 shares 55,094 $2.82M 0.64% -507 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 40,244 shares; 2023Q1: 38,617 shares; 2023Q2: 38,153 shares; 2023Q3: 36,808 shares; 2023Q4: 36,358 shares; 2024Q1: 35,259 shares; 2024Q2: 35,351 shares 35,351 $2.55M 0.58% +92 Timeline BRK-A 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: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4 shares 4 $2.45M 0.55% new Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 21,412 shares; 2023Q1: 23,252 shares; 2023Q2: 22,989 shares; 2023Q3: 22,280 shares; 2023Q4: 21,520 shares; 2024Q1: 29,105 shares; 2024Q2: 28,802 shares 28,802 $2.45M 0.55% -303 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: 39,114 shares; 2023Q1: 50,669 shares; 2023Q2: 57,332 shares; 2023Q3: 65,310 shares; 2023Q4: 64,437 shares; 2024Q1: 62,197 shares; 2024Q2: 78,605 shares 78,605 $2.43M 0.55% +16,408 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 41,660 shares; 2023Q1: 38,851 shares; 2023Q2: 37,919 shares; 2023Q3: 37,765 shares; 2023Q4: 36,814 shares; 2024Q1: 34,698 shares; 2024Q2: 34,893 shares 34,893 $2.37M 0.54% +195 Timeline VNQ 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: 29,893 shares; 2023Q1: 29,684 shares; 2023Q2: 28,806 shares; 2023Q3: 28,087 shares; 2023Q4: 27,692 shares; 2024Q1: 27,009 shares; 2024Q2: 26,711 shares 26,711 $2.24M 0.51% -298 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: 41,995 shares; 2023Q1: 45,343 shares; 2023Q2: 47,786 shares; 2023Q3: 49,780 shares; 2023Q4: 45,420 shares; 2024Q1: 46,774 shares; 2024Q2: 49,109 shares 49,109 $2.06M 0.46% +2,335 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 5,100 shares; 2023Q1: 5,065 shares; 2023Q2: 5,017 shares; 2023Q3: 5,017 shares; 2023Q4: 4,986 shares; 2024Q1: 4,986 shares; 2024Q2: 4,986 shares 4,986 $2.04M 0.46% 0 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: 7,703 shares; 2023Q1: 7,853 shares; 2023Q2: 7,779 shares; 2023Q3: 7,729 shares; 2023Q4: 7,655 shares; 2024Q1: 7,655 shares; 2024Q2: 7,582 shares 7,582 $1.99M 0.45% -73 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS 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: 3,235 shares; 2024Q1: 23,571 shares; 2024Q2: 34,820 shares 34,820 $1.89M 0.43% +11,249 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: 8,747 shares; 2023Q1: 7,967 shares; 2023Q2: 7,967 shares; 2023Q3: 7,880 shares; 2023Q4: 7,880 shares; 2024Q1: 15,344 shares; 2024Q2: 18,482 shares 18,482 $1.85M 0.42% +3,138 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: 2,538 shares; 2023Q1: 2,668 shares; 2023Q2: 2,583 shares; 2023Q3: 18,073 shares; 2023Q4: 17,372 shares; 2024Q1: 16,885 shares; 2024Q2: 16,885 shares 16,885 $1.73M 0.39% 0 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 45,234 shares; 2023Q1: 46,351 shares; 2023Q2: 45,770 shares; 2023Q3: 42,661 shares; 2023Q4: 43,196 shares; 2024Q1: 43,674 shares; 2024Q2: 44,979 shares 44,979 $1.68M 0.38% +1,305 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: 10,377 shares; 2023Q1: 9,790 shares; 2023Q2: 9,746 shares; 2023Q3: 9,731 shares; 2023Q4: 9,235 shares; 2024Q1: 9,125 shares; 2024Q2: 8,485 shares 8,485 $1.56M 0.35% -640 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: 26,160 shares; 2023Q1: 30,459 shares; 2023Q2: 29,914 shares; 2023Q3: 28,928 shares; 2023Q4: 28,628 shares; 2024Q1: 24,470 shares; 2024Q2: 24,114 shares 24,114 $1.53M 0.35% -356 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: 18,038 shares; 2023Q1: 17,134 shares; 2023Q2: 16,470 shares; 2023Q3: 16,270 shares; 2023Q4: 15,974 shares; 2024Q1: 15,697 shares; 2024Q2: 15,698 shares 15,698 $1.45M 0.33% +1 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: 4,128 shares; 2023Q1: 3,785 shares; 2023Q2: 3,745 shares; 2023Q3: 3,520 shares; 2023Q4: 3,445 shares; 2024Q1: 2,646 shares; 2024Q2: 2,653 shares 2,653 $1.44M 0.33% +7 Timeline BLKB BLACKBAUD INC More: the full row for BLACKBAUD 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: 13,216 shares 13,216 $1.01M 0.23% new 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: 16,134 shares; 2023Q1: 16,039 shares; 2023Q2: 16,077 shares; 2023Q3: 15,035 shares; 2023Q4: 14,630 shares; 2024Q1: 14,513 shares; 2024Q2: 14,168 shares 14,168 $1M 0.23% -345 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: 4,914 shares; 2023Q1: 4,742 shares; 2023Q2: 4,681 shares; 2023Q3: 4,545 shares; 2023Q4: 4,345 shares; 2024Q1: 4,202 shares; 2024Q2: 6,802 shares 6,802 $994K 0.22% +2,600 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 7,199 shares; 2023Q1: 7,068 shares; 2023Q2: 7,016 shares; 2023Q3: 6,610 shares; 2023Q4: 6,558 shares; 2024Q1: 6,303 shares; 2024Q2: 6,183 shares 6,183 $915K 0.21% -120 Timeline HAE HAEMONETICS CORP MASS More: the full row for HAEMONETICS CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 9,238 shares; 2023Q1: 10,143 shares; 2023Q2: 9,988 shares; 2023Q3: 10,498 shares; 2023Q4: 10,583 shares; 2024Q1: 10,223 shares; 2024Q2: 10,798 shares 10,798 $893K 0.2% +575 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 11,708 shares; 2023Q1: 11,708 shares; 2023Q2: 11,626 shares; 2023Q3: 11,596 shares; 2023Q4: 9,858 shares; 2024Q1: 9,599 shares; 2024Q2: 9,599 shares 9,599 $846K 0.19% 0 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 3,602 shares; 2023Q3: 53,552 shares; 2023Q4: 62,908 shares; 2024Q1: 64,243 shares; 2024Q2: 71,378 shares 71,378 $818K 0.18% +7,135 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: 1,380 shares; 2023Q1: 1,380 shares; 2023Q2: 1,380 shares; 2023Q3: 7,686 shares; 2023Q4: 8,899 shares; 2024Q1: 16,512 shares; 2024Q2: 24,373 shares 24,373 $785K 0.18% +7,861 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: 1,604 shares; 2023Q1: 1,506 shares; 2023Q2: 1,506 shares; 2023Q3: 1,506 shares; 2023Q4: 1,491 shares; 2024Q1: 1,514 shares; 2024Q2: 1,343 shares 1,343 $784K 0.18% -171 Timeline SKM SK TELECOM CO LTD More: the full row for SK TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 47,991 shares; 2023Q1: 45,595 shares; 2023Q2: 42,934 shares; 2023Q3: 40,889 shares; 2023Q4: 38,187 shares; 2024Q1: 37,393 shares; 2024Q2: 36,799 shares 36,799 $770K 0.17% -594 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 382,003 shares; 2023Q1: 370,145 shares; 2023Q2: 364,715 shares; 2023Q3: 363,895 shares; 2023Q4: 364,975 shares; 2024Q1: 364,751 shares; 2024Q2: 367,586 shares 367,586 $754K 0.17% +2,835 Timeline SGOV 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: 7,306 shares 7,306 $736K 0.17% new 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: 9,271 shares; 2023Q1: 12,171 shares; 2023Q2: 12,927 shares; 2023Q3: 13,317 shares; 2023Q4: 13,377 shares; 2024Q1: 13,462 shares; 2024Q2: 13,822 shares 13,822 $708K 0.16% +360 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: 3,855 shares; 2023Q1: 4,204 shares; 2023Q2: 4,202 shares; 2023Q3: 4,093 shares; 2023Q4: 4,115 shares; 2024Q1: 3,595 shares; 2024Q2: 3,555 shares 3,555 $687K 0.16% -40 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: 2,930 shares; 2023Q1: 2,863 shares; 2023Q2: 2,863 shares; 2023Q3: 3,544 shares; 2023Q4: 3,504 shares; 2024Q1: 3,429 shares; 2024Q2: 3,404 shares 3,404 $589K 0.13% -25 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 4,837 shares; 2023Q1: 4,837 shares; 2023Q2: 4,837 shares; 2023Q3: 4,837 shares; 2023Q4: 4,757 shares; 2024Q1: 4,757 shares; 2024Q2: 4,757 shares 4,757 $562K 0.13% 0 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,726 shares 2,726 $555K 0.13% new Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,928 shares; 2023Q1: 1,928 shares; 2023Q2: 1,928 shares; 2023Q3: 1,928 shares; 2023Q4: 1,928 shares; 2024Q1: 1,908 shares; 2024Q2: 1,893 shares 1,893 $549K 0.12% -15 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: 1,515 shares; 2023Q1: 1,070 shares; 2023Q2: 1,070 shares; 2023Q3: 1,020 shares; 2023Q4: 924 shares; 2024Q1: 1,589 shares; 2024Q2: 1,614 shares 1,614 $531K 0.12% +25 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: 2,197 shares; 2023Q1: 2,237 shares; 2023Q2: 2,377 shares; 2023Q3: 2,377 shares; 2023Q4: 2,388 shares; 2024Q1: 2,338 shares; 2024Q2: 2,338 shares 2,338 $515K 0.12% 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: 11,973 shares; 2023Q1: 13,261 shares; 2023Q2: 13,627 shares; 2023Q3: 13,143 shares; 2023Q4: 13,204 shares; 2024Q1: 13,385 shares; 2024Q2: 12,974 shares 12,974 $479K 0.11% -411 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: 2,768 shares; 2023Q1: 2,618 shares; 2023Q2: 2,618 shares; 2023Q3: 2,618 shares; 2023Q4: 2,618 shares; 2024Q1: 2,618 shares; 2024Q2: 2,618 shares 2,618 $478K 0.11% 0 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: 920 shares; 2023Q1: 814 shares; 2023Q2: 814 shares; 2023Q3: 2,814 shares; 2023Q4: 2,814 shares; 2024Q1: 2,824 shares; 2024Q2: 2,824 shares 2,824 $442K 0.1% 0 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: 6,614 shares; 2023Q1: 3,564 shares; 2023Q2: 3,564 shares; 2023Q3: 3,814 shares; 2023Q4: 3,814 shares; 2024Q1: 3,593 shares; 2024Q2: 3,524 shares 3,524 $436K 0.1% -69 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: 1,978 shares; 2023Q1: 1,969 shares; 2023Q2: 1,959 shares; 2023Q3: 1,894 shares; 2023Q4: 1,900 shares; 2024Q1: 1,800 shares; 2024Q2: 1,800 shares 1,800 $435K 0.1% 0 Timeline PCH POTLATCHDELTIC CORP More: the full row for POTLATCHDELTIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,621 shares; 2023Q1: 1,621 shares; 2023Q2: 1,621 shares; 2023Q3: 10,680 shares; 2023Q4: 10,680 shares; 2024Q1: 10,680 shares; 2024Q2: 10,621 shares 10,621 $418K 0.09% -59 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: 658 shares; 2023Q1: 940 shares; 2023Q2: 795 shares; 2023Q3: 767 shares; 2023Q4: 767 shares; 2024Q1: 733 shares; 2024Q2: 733 shares 733 $407K 0.09% 0 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 3,928 shares; 2023Q1: 3,958 shares; 2023Q2: 3,958 shares; 2023Q3: 3,706 shares; 2023Q4: 3,706 shares; 2024Q1: 3,566 shares; 2024Q2: 3,566 shares 3,566 $401K 0.09% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 3,720 shares; 2023Q1: 3,720 shares; 2023Q2: 3,720 shares; 2023Q3: 3,720 shares; 2023Q4: 3,720 shares; 2024Q1: 3,720 shares; 2024Q2: 3,720 shares 3,720 $396K 0.09% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 4,061 shares; 2023Q1: 3,978 shares; 2023Q2: 3,978 shares; 2023Q3: 3,870 shares; 2023Q4: 3,860 shares; 2024Q1: 3,727 shares; 2024Q2: 3,627 shares 3,627 $377K 0.09% -100 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: 542 shares; 2023Q1: 542 shares; 2023Q2: 542 shares; 2023Q3: 542 shares; 2023Q4: 542 shares; 2024Q1: 542 shares; 2024Q2: 2,458 shares 2,458 $370K 0.08% +1,916 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: 1,088 shares; 2023Q1: 1,023 shares; 2023Q2: 1,037 shares; 2023Q3: 1,820 shares; 2023Q4: 1,723 shares; 2024Q1: 1,723 shares; 2024Q2: 1,723 shares 1,723 $368K 0.08% 0 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: 5,152 shares; 2023Q1: 4,785 shares; 2023Q2: 4,735 shares; 2023Q3: 4,727 shares; 2023Q4: 4,661 shares; 2024Q1: 3,795 shares; 2024Q2: 3,660 shares 3,660 $363K 0.08% -135 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,698 shares; 2023Q1: 1,698 shares; 2023Q2: 1,600 shares; 2023Q3: 1,600 shares; 2023Q4: 1,600 shares; 2024Q1: 1,435 shares; 2024Q2: 1,435 shares 1,435 $358K 0.08% 0 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: 2,194 shares; 2023Q1: 2,044 shares; 2023Q2: 2,044 shares; 2023Q3: 1,894 shares; 2023Q4: 1,894 shares; 2024Q1: 1,694 shares; 2024Q2: 1,500 shares 1,500 $347K 0.08% -194 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 4,120 shares; 2023Q1: 4,120 shares; 2023Q2: 4,120 shares; 2023Q3: 3,922 shares; 2023Q4: 3,797 shares; 2024Q1: 3,547 shares; 2024Q2: 3,047 shares 3,047 $324K 0.07% -500 Timeline NPK NATIONAL PRESTO INDS INC More: the full row for NATIONAL PRESTO INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 3,510 shares; 2023Q1: 4,576 shares; 2023Q2: 4,626 shares; 2023Q3: 4,836 shares; 2023Q4: 3,830 shares; 2024Q1: 3,765 shares; 2024Q2: 4,000 shares 4,000 $301K 0.07% +235 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 4,285 shares; 2023Q1: 4,131 shares; 2023Q2: 3,951 shares; 2023Q3: 3,951 shares; 2023Q4: 3,951 shares; 2024Q1: 3,951 shares; 2024Q2: 3,951 shares 3,951 $296K 0.07% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 95 shares; 2023Q1: 95 shares; 2023Q2: 95 shares; 2023Q3: 95 shares; 2023Q4: 95 shares; 2024Q1: 95 shares; 2024Q2: 95 shares 95 $282K 0.06% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,291 shares; 2023Q1: 991 shares; 2023Q2: 1,251 shares; 2023Q3: 1,251 shares; 2023Q4: 1,237 shares; 2024Q1: 1,237 shares; 2024Q2: 1,237 shares 1,237 $280K 0.06% 0 Timeline IWR 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: 4,371 shares; 2023Q1: 4,212 shares; 2023Q2: 4,212 shares; 2023Q3: 4,212 shares; 2023Q4: 4,212 shares; 2024Q1: 4,144 shares; 2024Q2: 3,394 shares 3,394 $275K 0.06% -750 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: 856 shares; 2023Q1: 740 shares; 2023Q2: 673 shares; 2023Q3: 627 shares; 2023Q4: 596 shares; 2024Q1: 530 shares; 2024Q2: 530 shares 530 $270K 0.06% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 405 shares; 2023Q1: 350 shares; 2023Q2: 350 shares; 2023Q3: 350 shares; 2023Q4: 350 shares; 2024Q1: 250 shares; 2024Q2: 250 shares 250 $264K 0.06% 0 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: 6,443 shares; 2023Q1: 6,443 shares; 2023Q2: 6,443 shares; 2023Q3: 6,443 shares; 2023Q4: 5,765 shares; 2024Q1: 5,765 shares; 2024Q2: 5,765 shares 5,765 $256K 0.06% 0 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: 3,259 shares; 2023Q1: 3,109 shares; 2023Q2: 3,109 shares; 2023Q3: 3,109 shares; 2023Q4: 2,549 shares; 2024Q1: 2,191 shares; 2024Q2: 2,191 shares 2,191 $241K 0.05% 0 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: 1,772 shares; 2023Q1: 1,684 shares; 2023Q2: 1,566 shares; 2023Q3: 1,309 shares; 2023Q4: 1,268 shares; 2024Q1: 1,198 shares; 2024Q2: 1,198 shares 1,198 $239K 0.05% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 17,064 shares; 2023Q1: 6,498 shares; 2023Q2: 5,698 shares; 2023Q3: 5,017 shares; 2023Q4: 4,918 shares; 2024Q1: 4,827 shares; 2024Q2: 4,827 shares 4,827 $235K 0.05% 0 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: 2,489 shares; 2023Q1: 2,489 shares; 2023Q2: 2,489 shares; 2023Q3: 2,489 shares; 2023Q4: 3,413 shares; 2024Q1: 4,294 shares; 2024Q2: 3,933 shares 3,933 $234K 0.05% -361 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: 1,266 shares; 2023Q1: 1,266 shares; 2023Q2: 1,284 shares; 2023Q3: 1,284 shares; 2023Q4: 1,251 shares; 2024Q1: 1,096 shares; 2024Q2: 1,096 shares 1,096 $228K 0.05% 0 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: 1,697 shares; 2023Q1: 1,627 shares; 2023Q2: 1,627 shares; 2023Q3: 1,780 shares; 2023Q4: 1,780 shares; 2024Q1: 1,780 shares; 2024Q2: 1,780 shares 1,780 $227K 0.05% 0 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: 326 shares; 2023Q1: 291 shares; 2023Q2: 292 shares; 2023Q3: 292 shares; 2023Q4: 291 shares; 2024Q1: 241 shares; 2024Q2: 241 shares 241 $218K 0.05% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 350 shares; 2023Q1: 350 shares; 2023Q2: 350 shares; 2023Q3: 1,826 shares; 2023Q4: 1,826 shares; 2024Q1: 1,826 shares; 2024Q2: 1,826 shares 1,826 $209K 0.05% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 370 shares; 2023Q1: 370 shares; 2023Q2: 370 shares; 2023Q3: 370 shares; 2023Q4: 370 shares; 2024Q1: 370 shares; 2024Q2: 370 shares 370 $209K 0.05% 0 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 3,050 shares; 2023Q1: 3,050 shares; 2023Q2: 3,050 shares; 2023Q3: 3,050 shares; 2023Q4: 3,050 shares; 2024Q1: 3,050 shares; 2024Q2: 3,050 shares 3,050 $203K 0.05% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 5,652 shares; 2023Q1: 5,952 shares; 2023Q2: 5,952 shares; 2023Q3: 5,955 shares; 2023Q4: 5,955 shares; 2024Q1: 5,952 shares; 2024Q2: 5,952 shares 5,952 $199K 0.05% 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: 1,073 shares; 2023Q1: 1,073 shares; 2023Q2: 1,000 shares; 2023Q3: 1,000 shares; 2023Q4: 1,000 shares; 2024Q1: 732 shares; 2024Q2: 732 shares 732 $196K 0.04% 0 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,338 shares; 2023Q1: 1,338 shares; 2023Q2: 1,338 shares; 2023Q3: 1,338 shares; 2023Q4: 1,338 shares; 2024Q1: 1,338 shares; 2024Q2: 1,338 shares 1,338 $191K 0.04% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,685 shares; 2023Q1: 1,185 shares; 2023Q2: 1,185 shares; 2023Q3: 1,185 shares; 2023Q4: 1,185 shares; 2024Q1: 1,185 shares; 2024Q2: 1,185 shares 1,185 $184K 0.04% 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: 696 shares; 2023Q1: 600 shares; 2023Q2: 600 shares; 2023Q3: 600 shares; 2023Q4: 600 shares; 2024Q1: 600 shares; 2024Q2: 600 shares 600 $174K 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: 790 shares; 2023Q1: 790 shares; 2023Q2: 790 shares; 2023Q3: 2,103 shares; 2023Q4: 2,103 shares; 2024Q1: 2,103 shares; 2024Q2: 2,103 shares 2,103 $169K 0.04% 0 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: 353 shares; 2023Q1: 533 shares; 2023Q2: 533 shares; 2023Q3: 533 shares; 2023Q4: 533 shares; 2024Q1: 533 shares; 2024Q2: 508 shares 508 $169K 0.04% -25 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: 315 shares; 2023Q1: 215 shares; 2023Q2: 215 shares; 2023Q3: 215 shares; 2023Q4: 215 shares; 2024Q1: 215 shares; 2024Q2: 215 shares 215 $169K 0.04% 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: 1,734 shares; 2023Q1: 1,434 shares; 2023Q2: 1,984 shares; 2023Q3: 1,884 shares; 2023Q4: 1,884 shares; 2024Q1: 1,884 shares; 2024Q2: 1,884 shares 1,884 $168K 0.04% 0 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: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 700 shares; 2023Q4: 600 shares; 2024Q1: 600 shares; 2024Q2: 600 shares 600 $165K 0.04% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 21,944 shares; 2023Q1: 4,990 shares; 2023Q2: 7,782 shares; 2023Q3: 9,398 shares; 2023Q4: 8,144 shares; 2024Q1: 8,268 shares; 2024Q2: 8,443 shares 8,443 $161K 0.04% +175 Timeline NHI NATIONAL HEALTH INVS INC More: the full row for NATIONAL HEALTH INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 2,325 shares; 2023Q1: 2,325 shares; 2023Q2: 2,325 shares; 2023Q3: 2,325 shares; 2023Q4: 2,325 shares; 2024Q1: 2,325 shares; 2024Q2: 2,325 shares 2,325 $157K 0.04% 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: 1,400 shares; 2023Q1: 1,400 shares; 2023Q2: 1,400 shares; 2023Q3: 1,400 shares; 2023Q4: 1,200 shares; 2024Q1: 1,200 shares; 2024Q2: 1,200 shares 1,200 $149K 0.03% 0 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 8,183 shares; 2023Q1: 8,183 shares; 2023Q2: 8,183 shares; 2023Q3: 8,183 shares; 2023Q4: 8,183 shares; 2024Q1: 8,183 shares; 2024Q2: 8,183 shares 8,183 $147K 0.03% 0 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: 11,000 shares; 2023Q1: 11,500 shares; 2023Q2: 11,500 shares; 2023Q3: 11,625 shares; 2023Q4: 11,625 shares; 2024Q1: 11,625 shares; 2024Q2: 11,625 shares 11,625 $146K 0.03% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 324 shares; 2023Q1: 324 shares; 2023Q2: 324 shares; 2023Q3: 324 shares; 2023Q4: 324 shares; 2024Q1: 324 shares; 2024Q2: 324 shares 324 $144K 0.03% 0 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 50 shares; 2023Q1: 50 shares; 2023Q2: 1,446 shares; 2023Q3: 1,446 shares; 2023Q4: 1,446 shares; 2024Q1: 1,446 shares; 2024Q2: 1,446 shares 1,446 $142K 0.03% 0 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: 1,744 shares; 2023Q1: 1,189 shares; 2023Q2: 1,189 shares; 2023Q3: 1,189 shares; 2023Q4: 1,189 shares; 2024Q1: 1,189 shares; 2024Q2: 1,189 shares 1,189 $141K 0.03% 0 Timeline XMLV 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: 2,765 shares; 2023Q1: 2,765 shares; 2023Q2: 2,765 shares; 2023Q3: 2,765 shares; 2023Q4: 2,765 shares; 2024Q1: 2,765 shares; 2024Q2: 2,465 shares 2,465 $136K 0.03% -300 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: 3,112 shares; 2023Q1: 2,388 shares; 2023Q2: 2,388 shares; 2023Q3: 2,218 shares; 2023Q4: 2,218 shares; 2024Q1: 2,043 shares; 2024Q2: 1,710 shares 1,710 $135K 0.03% -333 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: 515 shares; 2023Q1: 365 shares; 2023Q2: 365 shares; 2023Q3: 365 shares; 2023Q4: 365 shares; 2024Q1: 536 shares; 2024Q2: 365 shares 365 $133K 0.03% -171 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: 1,927 shares; 2023Q1: 1,677 shares; 2023Q2: 1,677 shares; 2023Q3: 1,677 shares; 2023Q4: 1,677 shares; 2024Q1: 1,677 shares; 2024Q2: 1,677 shares 1,677 $130K 0.03% 0 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: 842 shares; 2023Q1: 742 shares; 2023Q2: 742 shares; 2023Q3: 742 shares; 2023Q4: 742 shares; 2024Q1: 742 shares; 2024Q2: 742 shares 742 $129K 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: 358 shares; 2023Q1: 358 shares; 2023Q2: 358 shares; 2023Q3: 358 shares; 2023Q4: 358 shares; 2024Q1: 358 shares; 2024Q2: 300 shares 300 $128K 0.03% -58 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,935 shares; 2023Q1: 1,935 shares; 2023Q2: 1,935 shares; 2023Q3: 1,935 shares; 2023Q4: 1,935 shares; 2024Q1: 1,935 shares; 2024Q2: 1,935 shares 1,935 $126K 0.03% 0 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 856 shares; 2023Q1: 856 shares; 2023Q2: 856 shares; 2023Q3: 856 shares; 2023Q4: 856 shares; 2024Q1: 856 shares; 2024Q2: 856 shares 856 $122K 0.03% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,575 shares; 2023Q1: 1,575 shares; 2023Q2: 1,245 shares; 2023Q3: 1,539 shares; 2023Q4: 1,245 shares; 2024Q1: 1,195 shares; 2024Q2: 1,195 shares 1,195 $120K 0.03% 0 Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 215 shares; 2023Q1: 206 shares; 2023Q2: 190 shares; 2023Q3: 165 shares; 2023Q4: 152 shares; 2024Q1: 152 shares; 2024Q2: 152 shares 152 $120K 0.03% 0 ABFL ABACUS FCF ETF TR More: the full row for ABACUS FCF 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: 1,900 shares 1,900 $115K 0.03% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 510 shares; 2023Q1: 510 shares; 2023Q2: 510 shares; 2023Q3: 510 shares; 2023Q4: 510 shares; 2024Q1: 510 shares; 2024Q2: 510 shares 510 $115K 0.03% 0 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: 525 shares; 2023Q1: 225 shares; 2023Q2: 225 shares; 2023Q3: 225 shares; 2023Q4: 233 shares; 2024Q1: 227 shares; 2024Q2: 219 shares 219 $110K 0.02% -8 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: 1,252 shares; 2023Q1: 1,036 shares; 2023Q2: 1,202 shares; 2023Q3: 2,610 shares; 2023Q4: 2,442 shares; 2024Q1: 2,394 shares; 2024Q2: 2,066 shares 2,066 $110K 0.02% -328 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: 952 shares; 2023Q1: 909 shares; 2023Q2: 909 shares; 2023Q3: 909 shares; 2023Q4: 909 shares; 2024Q1: 638 shares; 2024Q2: 638 shares 638 $109K 0.02% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 33 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 60 shares; 2024Q2: 274 shares 274 $102K 0.02% +214 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: 856 shares; 2023Q1: 856 shares; 2023Q2: 856 shares; 2023Q3: 1,300 shares; 2023Q4: 1,125 shares; 2024Q1: 1,125 shares; 2024Q2: 800 shares 800 $101K 0.02% -325 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 717 shares; 2023Q1: 569 shares; 2023Q2: 569 shares; 2023Q3: 569 shares; 2023Q4: 569 shares; 2024Q1: 413 shares; 2024Q2: 413 shares 413 $100K 0.02% 0 Timeline XLG 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: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,113 shares 2,113 $96.7K 0.02% new Timeline MGV 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: 400 shares; 2023Q1: 864 shares; 2023Q2: 864 shares; 2023Q3: 864 shares; 2023Q4: 864 shares; 2024Q1: 864 shares; 2024Q2: 809 shares 809 $95.9K 0.02% -55 Timeline XSLV 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: 2,833 shares; 2023Q1: 2,833 shares; 2023Q2: 2,833 shares; 2023Q3: 2,833 shares; 2023Q4: 2,833 shares; 2024Q1: 2,833 shares; 2024Q2: 2,180 shares 2,180 $95.2K 0.02% -653 Timeline SAMG SILVERCREST ASSET MGMT GROUP More: the full row for SILVERCREST ASSET MGMT GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 1,250 shares; 2023Q2: 1,250 shares; 2023Q3: 1,250 shares; 2023Q4: not reported; 2024Q1: 4,000 shares; 2024Q2: 6,000 shares 6,000 $93.5K 0.02% +2,000 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 4,066 shares; 2023Q1: 4,066 shares; 2023Q2: 4,066 shares; 2023Q3: 3,484 shares; 2023Q4: 3,484 shares; 2024Q1: 3,339 shares; 2024Q2: 3,339 shares 3,339 $92.3K 0.02% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP 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: 790 shares 790 $92.2K 0.02% 0 Timeline PRF 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: 584 shares; 2023Q1: 480 shares; 2023Q2: 480 shares; 2023Q3: 2,400 shares; 2023Q4: 2,400 shares; 2024Q1: 2,400 shares; 2024Q2: 2,400 shares 2,400 $91.1K 0.02% 0 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: 90 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 190 shares 190 $91K 0.02% new 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: 272 shares; 2023Q1: 302 shares; 2023Q2: 302 shares; 2023Q3: 302 shares; 2023Q4: 302 shares; 2024Q1: 194 shares; 2024Q2: 194 shares 194 $90.6K 0.02% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,226 shares; 2023Q1: 1,226 shares; 2023Q2: 1,226 shares; 2023Q3: 1,226 shares; 2023Q4: 1,226 shares; 2024Q1: 1,226 shares; 2024Q2: 1,226 shares 1,226 $90.4K 0.02% 0 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: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 119 shares; 2024Q2: 539 shares 539 $86.5K 0.02% +420 Timeline IBB 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: 624 shares; 2023Q1: 624 shares; 2023Q2: 624 shares; 2023Q3: 624 shares; 2023Q4: 624 shares; 2024Q1: 624 shares; 2024Q2: 624 shares 624 $85.7K 0.02% 0 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 685 shares; 2023Q1: 630 shares; 2023Q2: 630 shares; 2023Q3: 630 shares; 2023Q4: 1,500 shares; 2024Q1: 1,500 shares; 2024Q2: 1,500 shares 1,500 $85.6K 0.02% 0 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: 300 shares; 2023Q1: 300 shares; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: 300 shares; 2024Q1: 250 shares; 2024Q2: 250 shares 250 $85.1K 0.02% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 700 shares; 2023Q1: 700 shares; 2023Q2: 635 shares; 2023Q3: 641 shares; 2023Q4: 641 shares; 2024Q1: 641 shares; 2024Q2: 641 shares 641 $84.3K 0.02% 0 Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 7,136 shares; 2023Q1: 7,370 shares; 2023Q2: 7,603 shares; 2023Q3: 7,823 shares; 2023Q4: 8,054 shares; 2024Q1: 8,274 shares; 2024Q2: 8,492 shares 8,492 $82.6K 0.02% +218 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: 730 shares; 2023Q1: 730 shares; 2023Q2: 730 shares; 2023Q3: 580 shares; 2023Q4: 580 shares; 2024Q1: 420 shares; 2024Q2: 405 shares 405 $82.2K 0.02% -15 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: 575 shares; 2023Q1: 575 shares; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 500 shares 500 $81.1K 0.02% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 320 shares; 2023Q1: 320 shares; 2023Q2: 320 shares; 2023Q3: 1,076 shares; 2023Q4: 1,020 shares; 2024Q1: 1,020 shares; 2024Q2: 1,025 shares 1,025 $80.4K 0.02% +5 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS 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: 130 shares 130 $77.4K 0.02% new Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,100 shares; 2023Q1: 1,100 shares; 2023Q2: 1,577 shares; 2023Q3: 1,577 shares; 2023Q4: 1,577 shares; 2024Q1: 1,577 shares; 2024Q2: 1,577 shares 1,577 $76.5K 0.02% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 693 shares; 2023Q1: 693 shares; 2023Q2: 693 shares; 2023Q3: 693 shares; 2023Q4: 693 shares; 2024Q1: 693 shares; 2024Q2: 693 shares 693 $75.3K 0.02% 0 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: 2,000 shares; 2023Q1: 2,000 shares; 2023Q2: 2,000 shares; 2023Q3: 2,000 shares; 2023Q4: 1,500 shares; 2024Q1: 1,500 shares; 2024Q2: 1,500 shares 1,500 $74.9K 0.02% 0 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: 1,734 shares; 2023Q1: 1,734 shares; 2023Q2: 1,581 shares; 2023Q3: 1,581 shares; 2023Q4: 1,581 shares; 2024Q1: 1,521 shares; 2024Q2: 1,431 shares 1,431 $72.7K 0.02% -90 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 356 shares; 2023Q1: 356 shares; 2023Q2: 356 shares; 2023Q3: 356 shares; 2023Q4: 356 shares; 2024Q1: 356 shares; 2024Q2: 250 shares 250 $66.5K 0.02% -106 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 870 shares; 2023Q1: 870 shares; 2023Q2: 870 shares; 2023Q3: 865 shares; 2023Q4: 865 shares; 2024Q1: 865 shares; 2024Q2: 865 shares 865 $66.3K 0.02% 0 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,449 shares; 2023Q1: 1,449 shares; 2023Q2: 1,449 shares; 2023Q3: 1,449 shares; 2023Q4: 1,449 shares; 2024Q1: 1,449 shares; 2024Q2: 1,449 shares 1,449 $61.9K 0.01% 0 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: 68 shares; 2023Q1: 68 shares; 2023Q2: 68 shares; 2023Q3: 38 shares; 2023Q4: 38 shares; 2024Q1: 38 shares; 2024Q2: 38 shares 38 $61K 0.01% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 2,292 shares; 2023Q1: 2,292 shares; 2023Q2: 2,292 shares; 2023Q3: 1,792 shares; 2023Q4: 1,792 shares; 2024Q1: 1,694 shares; 2024Q2: 1,444 shares 1,444 $59.4K 0.01% -250 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: 324 shares; 2023Q1: 324 shares; 2023Q2: 334 shares; 2023Q3: 324 shares; 2023Q4: 324 shares; 2024Q1: 324 shares; 2024Q2: 324 shares 324 $59K 0.01% 0 Timeline 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: 544 shares; 2023Q1: 544 shares; 2023Q2: 544 shares; 2023Q3: 544 shares; 2023Q4: 544 shares; 2024Q1: 544 shares; 2024Q2: 544 shares 544 $58K 0.01% 0 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: 600 shares; 2023Q1: 600 shares; 2023Q2: 600 shares; 2023Q3: 375 shares; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: 250 shares 250 $56.6K 0.01% -50 Timeline PZA 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: not reported; 2023Q1: not reported; 2023Q2: 3,930 shares; 2023Q3: 3,930 shares; 2023Q4: 3,930 shares; 2024Q1: 2,550 shares; 2024Q2: 2,350 shares 2,350 $55.6K 0.01% -200 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: 200 shares; 2023Q1: 391 shares; 2023Q2: 391 shares; 2023Q3: 391 shares; 2023Q4: 391 shares; 2024Q1: 841 shares; 2024Q2: 1,191 shares 1,191 $54.3K 0.01% +350 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: 396 shares; 2023Q1: 396 shares; 2023Q2: 421 shares; 2023Q3: 396 shares; 2023Q4: 396 shares; 2024Q1: 396 shares; 2024Q2: 396 shares 396 $54.2K 0.01% 0 Timeline MGEE MGE ENERGY INC More: the full row for MGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 701 shares; 2023Q1: 701 shares; 2023Q2: 701 shares; 2023Q3: 701 shares; 2023Q4: 701 shares; 2024Q1: 701 shares; 2024Q2: 701 shares 701 $52.4K 0.01% 0 Timeline ITM 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: 1,317 shares; 2023Q1: 1,317 shares; 2023Q2: 1,102 shares; 2023Q3: 1,102 shares; 2023Q4: 1,102 shares; 2024Q1: 1,102 shares; 2024Q2: 1,102 shares 1,102 $50.5K 0.01% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 382 shares 382 $48.6K 0.01% new 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: 665 shares; 2023Q1: 665 shares; 2023Q2: 665 shares; 2023Q3: 665 shares; 2023Q4: 665 shares; 2024Q1: 665 shares; 2024Q2: 665 shares 665 $48.3K 0.01% 0 Timeline NWN NORTHWEST NAT HLDG CO More: the full row for NORTHWEST NAT HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,290 shares; 2023Q1: 1,290 shares; 2023Q2: 1,290 shares; 2023Q3: 1,290 shares; 2023Q4: 1,290 shares; 2024Q1: 1,290 shares; 2024Q2: 1,290 shares 1,290 $46.6K 0.01% 0 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 601 shares; 2023Q1: 601 shares; 2023Q2: 601 shares; 2023Q3: 601 shares; 2023Q4: 601 shares; 2024Q1: 601 shares; 2024Q2: 601 shares 601 $45.9K 0.01% 0 Timeline GIB CGI INC More: the full row for CGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 600 shares; 2023Q1: 550 shares; 2023Q2: 550 shares; 2023Q3: 450 shares; 2023Q4: 450 shares; 2024Q1: 450 shares; 2024Q2: 450 shares 450 $44.9K 0.01% 0 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: 371 shares; 2023Q1: 371 shares; 2023Q2: 371 shares; 2023Q3: 306 shares; 2023Q4: 306 shares; 2024Q1: 205 shares; 2024Q2: 205 shares 205 $44.7K 0.01% 0 Timeline SDS 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: 3,218 shares; 2023Q1: 3,213 shares; 2023Q2: 2,958 shares; 2023Q3: 2,532 shares; 2023Q4: 2,266 shares; 2024Q1: 2,036 shares; 2024Q2: 1,917 shares 1,917 $44.2K 0.01% -119 Timeline PWV 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: 802 shares; 2023Q1: 802 shares; 2023Q2: 802 shares; 2023Q3: 802 shares; 2023Q4: 802 shares; 2024Q1: 802 shares; 2024Q2: 802 shares 802 $44.1K 0.01% 0 Timeline FBNC FIRST BANCORP N C More: the full row for FIRST BANCORP N C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 1,365 shares; 2023Q2: 1,365 shares; 2023Q3: 1,365 shares; 2023Q4: 1,365 shares; 2024Q1: 1,365 shares; 2024Q2: 1,365 shares 1,365 $43.6K 0.01% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 350 shares; 2023Q1: 350 shares; 2023Q2: 350 shares; 2023Q3: 350 shares; 2023Q4: 350 shares; 2024Q1: 350 shares; 2024Q2: 350 shares 350 $42.3K 0.01% 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: 660 shares; 2023Q1: 560 shares; 2023Q2: 560 shares; 2023Q3: 560 shares; 2023Q4: 560 shares; 2024Q1: 560 shares; 2024Q2: 560 shares 560 $40.4K 0.01% 0 Timeline WALGREENS BOOTS ALLIANCE INC WALGREENS BOOTS ALLIANCE INC More: the full row for WALGREENS BOOTS ALLIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 228 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,700 shares; 2023Q4: 500 shares; 2024Q1: 1,800 shares; 2024Q2: 3,300 shares 3,300 $39.9K 0.01% +1,500 APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 250 shares; 2023Q1: 150 shares; 2023Q2: 150 shares; 2023Q3: 150 shares; 2023Q4: 150 shares; 2024Q1: 150 shares; 2024Q2: 150 shares 150 $38.7K 0.01% 0 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 200 shares; 2023Q1: 200 shares; 2023Q2: 319 shares; 2023Q3: 375 shares; 2023Q4: 400 shares; 2024Q1: 400 shares; 2024Q2: 400 shares 400 $38.1K 0.01% 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: 550 shares; 2023Q1: 550 shares; 2023Q2: 550 shares; 2023Q3: 550 shares; 2023Q4: 550 shares; 2024Q1: 550 shares; 2024Q2: 550 shares 550 $37.7K 0.01% 0 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: 426 shares; 2023Q1: 426 shares; 2023Q2: 426 shares; 2023Q3: 426 shares; 2023Q4: 426 shares; 2024Q1: 426 shares; 2024Q2: 426 shares 426 $37.4K 0.01% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 400 shares; 2023Q1: 486 shares; 2023Q2: 400 shares; 2023Q3: 400 shares; 2023Q4: 400 shares; 2024Q1: 400 shares; 2024Q2: 400 shares 400 $33.6K 0.01% 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: 217 shares; 2023Q1: 184 shares; 2023Q2: 184 shares; 2023Q3: 184 shares; 2023Q4: 184 shares; 2024Q1: 184 shares; 2024Q2: 135 shares 135 $32.2K 0.01% -49 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: 484 shares; 2023Q1: 484 shares; 2023Q2: 484 shares; 2023Q3: 484 shares; 2023Q4: 484 shares; 2024Q1: 484 shares; 2024Q2: 484 shares 484 $31.7K 0.01% 0 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: 336 shares; 2023Q1: 314 shares; 2023Q2: 314 shares; 2023Q3: 233 shares; 2023Q4: 230 shares; 2024Q1: 122 shares; 2024Q2: 122 shares 122 $31.4K 0.01% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,056 shares; 2023Q1: 1,056 shares; 2023Q2: 1,056 shares; 2023Q3: 1,056 shares; 2023Q4: 1,056 shares; 2024Q1: 1,056 shares; 2024Q2: 1,056 shares 1,056 $30.6K 0.01% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 225 shares; 2023Q1: 225 shares; 2023Q2: 225 shares; 2023Q3: 225 shares; 2023Q4: 225 shares; 2024Q1: 225 shares; 2024Q2: 225 shares 225 $30.5K 0.01% 0 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: 300 shares; 2023Q1: 330 shares; 2023Q2: 330 shares; 2023Q3: 330 shares; 2023Q4: 330 shares; 2024Q1: 300 shares; 2024Q2: 300 shares 300 $30.4K 0.01% 0 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: 83 shares; 2023Q1: 83 shares; 2023Q2: 83 shares; 2023Q3: 83 shares; 2023Q4: 83 shares; 2024Q1: 83 shares; 2024Q2: 83 shares 83 $28.6K 0.01% 0 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: 158,190 shares; 2023Q1: 46,087 shares; 2023Q2: 16,130 shares; 2023Q3: 898 shares; 2023Q4: 898 shares; 2024Q1: 1,015 shares; 2024Q2: 1,015 shares 1,015 $28.4K 0.01% 0 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 70 shares; 2023Q1: 70 shares; 2023Q2: 76 shares; 2023Q3: 109 shares; 2023Q4: 136 shares; 2024Q1: 196 shares; 2024Q2: 296 shares 296 $28.3K 0.01% +100 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: 150 shares; 2023Q1: 150 shares; 2023Q2: 150 shares; 2023Q3: 150 shares; 2023Q4: 150 shares; 2024Q1: 150 shares; 2024Q2: 150 shares 150 $27.6K 0.01% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 380 shares; 2023Q1: 380 shares; 2023Q2: 380 shares; 2023Q3: 380 shares; 2023Q4: 380 shares; 2024Q1: 380 shares; 2024Q2: 380 shares 380 $27.3K 0.01% 0 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: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 60 shares; 2024Q2: 60 shares 60 $27.1K 0.01% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 182 shares; 2023Q1: 182 shares; 2023Q2: 182 shares; 2023Q3: 182 shares; 2023Q4: 182 shares; 2024Q1: 247 shares; 2024Q2: 247 shares 247 $26.4K 0.01% 0 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 158 shares; 2023Q2: 158 shares; 2023Q3: 158 shares; 2023Q4: 158 shares; 2024Q1: 158 shares; 2024Q2: 158 shares 158 $26.1K 0.01% 0 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: 485 shares; 2023Q1: 485 shares; 2023Q2: 485 shares; 2023Q3: 485 shares; 2023Q4: 485 shares; 2024Q1: 485 shares; 2024Q2: 150 shares 150 $25.6K 0.01% -335 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: 240 shares; 2023Q1: 154 shares; 2023Q2: 124 shares; 2023Q3: 75 shares; 2023Q4: 75 shares; 2024Q1: 75 shares; 2024Q2: 75 shares 75 $25.4K 0.01% 0 Timeline STE STERIS PLC More: the full row for STERIS 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: not reported; 2023Q4: not reported; 2024Q1: 112 shares; 2024Q2: 112 shares 112 $24.6K 0.01% 0 Timeline SKT TANGER INC More: the full row for TANGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 980 shares; 2023Q1: 980 shares; 2023Q2: 980 shares; 2023Q3: 980 shares; 2023Q4: 980 shares; 2024Q1: 900 shares; 2024Q2: 900 shares 900 $24.4K 0.01% 0 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 562 shares; 2023Q1: 562 shares; 2023Q2: 562 shares; 2023Q3: 562 shares; 2023Q4: 562 shares; 2024Q1: 562 shares; 2024Q2: 562 shares 562 $24.3K 0.01% 0 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: 5 shares; 2023Q1: 26 shares; 2023Q2: 26 shares; 2023Q3: 26 shares; 2023Q4: 32 shares; 2024Q1: 32 shares; 2024Q2: 42 shares 42 $24.1K 0.01% +10 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,475 shares; 2023Q1: 1,475 shares; 2023Q2: 1,475 shares; 2023Q3: 345 shares; 2023Q4: 345 shares; 2024Q1: 345 shares; 2024Q2: 345 shares 345 $23.5K 0.01% 0 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 575 shares; 2023Q1: 575 shares; 2023Q2: 575 shares; 2023Q3: 400 shares; 2023Q4: 400 shares; 2024Q1: 400 shares; 2024Q2: 400 shares 400 $23.3K 0.01% 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: 1,399 shares; 2023Q1: 1,399 shares; 2023Q2: 1,399 shares; 2023Q3: 1,399 shares; 2023Q4: 1,399 shares; 2024Q1: 1,399 shares; 2024Q2: 1,399 shares 1,399 $22.7K 0.01% 0 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC 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: 90 shares; 2023Q4: 90 shares; 2024Q1: 90 shares; 2024Q2: 90 shares 90 $22.2K 0.01% 0 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 130 shares; 2023Q1: 130 shares; 2023Q2: 130 shares; 2023Q3: 90 shares; 2023Q4: 90 shares; 2024Q1: 90 shares; 2024Q2: 90 shares 90 $21.7K <0.01% 0 Timeline IYH 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: 69 shares; 2023Q1: 69 shares; 2023Q2: 69 shares; 2023Q3: 69 shares; 2023Q4: 69 shares; 2024Q1: 345 shares; 2024Q2: 345 shares 345 $21.1K <0.01% 0 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 365 shares; 2023Q1: 250 shares; 2023Q2: 250 shares; 2023Q3: 250 shares; 2023Q4: 250 shares; 2024Q1: 250 shares; 2024Q2: 250 shares 250 $21K <0.01% 0 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: 295 shares; 2023Q1: 495 shares; 2023Q2: 495 shares; 2023Q3: 495 shares; 2023Q4: 495 shares; 2024Q1: 495 shares; 2024Q2: 495 shares 495 $20.6K <0.01% 0 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,335 shares; 2023Q1: 1,458 shares; 2023Q2: 1,458 shares; 2023Q3: 1,224 shares; 2023Q4: 1,101 shares; 2024Q1: 385 shares; 2024Q2: 385 shares 385 $20.2K <0.01% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 802 shares; 2023Q1: 802 shares; 2023Q2: 785 shares; 2023Q3: 785 shares; 2023Q4: 510 shares; 2024Q1: 510 shares; 2024Q2: 410 shares 410 $20.1K <0.01% -100 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 226 shares; 2023Q1: 135 shares; 2023Q2: 135 shares; 2023Q3: 135 shares; 2023Q4: 135 shares; 2024Q1: 135 shares; 2024Q2: 135 shares 135 $19.7K <0.01% 0 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: 360 shares; 2023Q1: 360 shares; 2023Q2: 360 shares; 2023Q3: 360 shares; 2023Q4: 360 shares; 2024Q1: 360 shares; 2024Q2: 360 shares 360 $19.3K <0.01% 0 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 300 shares; 2023Q1: 300 shares; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: 300 shares; 2024Q1: 500 shares; 2024Q2: 500 shares 500 $19.1K <0.01% 0 Timeline EWQ 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: not reported; 2024Q1: not reported; 2024Q2: 500 shares 500 $18.9K <0.01% new Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 325 shares; 2023Q1: 325 shares; 2023Q2: 325 shares; 2023Q3: 325 shares; 2023Q4: 325 shares; 2024Q1: 325 shares; 2024Q2: 325 shares 325 $18.7K <0.01% 0 Timeline TE CONNECTIVITY LTD TE CONNECTIVITY LTD More: the full row for TE CONNECTIVITY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 124 shares; 2023Q1: 124 shares; 2023Q2: 124 shares; 2023Q3: 124 shares; 2023Q4: 124 shares; 2024Q1: 124 shares; 2024Q2: 124 shares 124 $18.7K <0.01% 0 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: 74 shares; 2023Q1: 74 shares; 2023Q2: 74 shares; 2023Q3: 74 shares; 2023Q4: 74 shares; 2024Q1: 74 shares; 2024Q2: 74 shares 74 $17.2K <0.01% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 80 shares; 2023Q1: 80 shares; 2023Q2: 80 shares; 2023Q3: 80 shares; 2023Q4: 80 shares; 2024Q1: 80 shares; 2024Q2: 80 shares 80 $16.9K <0.01% 0 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: 53 shares; 2023Q1: 53 shares; 2023Q2: 53 shares; 2023Q3: 53 shares; 2023Q4: 53 shares; 2024Q1: 53 shares; 2024Q2: 53 shares 53 $16.6K <0.01% 0 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: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 179 shares; 2024Q2: 179 shares 179 $16.4K <0.01% 0 Timeline IMKTA INGLES MKTS INC More: the full row for INGLES MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 239 shares; 2023Q2: 239 shares; 2023Q3: 239 shares; 2023Q4: 239 shares; 2024Q1: 239 shares; 2024Q2: 239 shares 239 $16.4K <0.01% 0 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: 132 shares; 2023Q1: 132 shares; 2023Q2: 132 shares; 2023Q3: not reported; 2023Q4: 132 shares; 2024Q1: 67 shares; 2024Q2: 67 shares 67 $15.9K <0.01% 0 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: 615 shares; 2023Q1: 615 shares; 2023Q2: 615 shares; 2023Q3: 615 shares; 2023Q4: 615 shares; 2024Q1: 39 shares; 2024Q2: 39 shares 39 $15.2K <0.01% 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: 65 shares; 2023Q1: 65 shares; 2023Q2: 65 shares; 2023Q3: 65 shares; 2023Q4: 65 shares; 2024Q1: 65 shares; 2024Q2: 165 shares 165 $14.3K <0.01% +100 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: 82 shares; 2023Q1: 82 shares; 2023Q2: 82 shares; 2023Q3: not reported; 2023Q4: 47 shares; 2024Q1: 47 shares; 2024Q2: 47 shares 47 $14.1K <0.01% 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: 449 shares; 2023Q1: 410 shares; 2023Q2: 410 shares; 2023Q3: 314 shares; 2023Q4: 314 shares; 2024Q1: 72 shares; 2024Q2: 72 shares 72 $14K <0.01% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 54 shares; 2023Q1: 54 shares; 2023Q2: 54 shares; 2023Q3: 54 shares; 2023Q4: 54 shares; 2024Q1: 54 shares; 2024Q2: 54 shares 54 $13.9K <0.01% 0 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 350 shares; 2023Q1: 350 shares; 2023Q2: 350 shares; 2023Q3: 350 shares; 2023Q4: 350 shares; 2024Q1: 350 shares; 2024Q2: 350 shares 350 $13.3K <0.01% 0 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 58 shares; 2023Q1: 58 shares; 2023Q2: 58 shares; 2023Q3: 58 shares; 2023Q4: 58 shares; 2024Q1: 58 shares; 2024Q2: 58 shares 58 $13.1K <0.01% 0 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 175 shares; 2023Q2: 175 shares; 2023Q3: 175 shares; 2023Q4: 175 shares; 2024Q1: 175 shares; 2024Q2: 175 shares 175 $13K <0.01% 0 Timeline NI NISOURCE INC More: the full row for NISOURCE 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: 445 shares; 2023Q4: 445 shares; 2024Q1: 445 shares; 2024Q2: 445 shares 445 $12.8K <0.01% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 225 shares; 2023Q1: 225 shares; 2023Q2: 225 shares; 2023Q3: 225 shares; 2023Q4: 225 shares; 2024Q1: 225 shares; 2024Q2: 225 shares 225 $12.8K <0.01% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 200 shares; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares 200 $12.6K <0.01% 0 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 2,196 shares; 2023Q1: 2,196 shares; 2023Q2: 2,196 shares; 2023Q3: 2,196 shares; 2023Q4: 2,196 shares; 2024Q1: 732 shares; 2024Q2: 732 shares 732 $12.3K <0.01% 0 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 500 shares; 2023Q2: 3,075 shares; 2023Q3: 2,775 shares; 2023Q4: 2,675 shares; 2024Q1: 250 shares; 2024Q2: 250 shares 250 $12.3K <0.01% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 200 shares; 2023Q1: 313 shares; 2023Q2: 313 shares; 2023Q3: 313 shares; 2023Q4: 313 shares; 2024Q1: 313 shares; 2024Q2: 313 shares 313 $12.1K <0.01% 0 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,049 shares; 2023Q1: 849 shares; 2023Q2: 849 shares; 2023Q3: 849 shares; 2023Q4: 849 shares; 2024Q1: 645 shares; 2024Q2: 250 shares 250 $11.7K <0.01% -395 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 32 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5 shares; 2024Q2: 46 shares 46 $11.5K <0.01% +41 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: not reported; 2023Q1: 113 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 7 shares; 2024Q2: 63 shares 63 $11.5K <0.01% +56 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 250 shares; 2023Q1: 250 shares; 2023Q2: 250 shares; 2023Q3: 250 shares; 2023Q4: 250 shares; 2024Q1: 250 shares; 2024Q2: 250 shares 250 $11.3K <0.01% 0 Timeline NPO ENPRO INC More: the full row for ENPRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 106 shares; 2023Q1: 106 shares; 2023Q2: 95 shares; 2023Q3: 90 shares; 2023Q4: 90 shares; 2024Q1: 85 shares; 2024Q2: 75 shares 75 $10.9K <0.01% -10 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 310 shares; 2023Q2: 310 shares; 2023Q3: 310 shares; 2023Q4: 310 shares; 2024Q1: 310 shares; 2024Q2: 310 shares 310 $10.9K <0.01% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 146 shares; 2023Q1: 146 shares; 2023Q2: 146 shares; 2023Q3: 146 shares; 2023Q4: 146 shares; 2024Q1: 146 shares; 2024Q2: 100 shares 100 $10.9K <0.01% -46 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: 316 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 298 shares; 2024Q2: 298 shares 298 $10.4K <0.01% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 10 shares; 2023Q1: 10 shares; 2023Q2: 10 shares; 2023Q3: 10 shares; 2023Q4: 10 shares; 2024Q1: 10 shares; 2024Q2: 10 shares 10 $10.2K <0.01% 0 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC 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: 144 shares; 2023Q4: 144 shares; 2024Q1: 144 shares; 2024Q2: 67 shares 67 $10.1K <0.01% -77 Timeline KRE 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: 170 shares; 2023Q1: 170 shares; 2023Q2: 205 shares; 2023Q3: 205 shares; 2023Q4: 205 shares; 2024Q1: 205 shares; 2024Q2: 205 shares 205 $10K <0.01% 0 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: 170 shares; 2023Q1: 170 shares; 2023Q2: 170 shares; 2023Q3: 170 shares; 2023Q4: 170 shares; 2024Q1: 170 shares; 2024Q2: 170 shares 170 $9.79K <0.01% 0 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: 100 shares; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares 100 $9.63K <0.01% 0 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 144 shares; 2023Q1: 144 shares; 2023Q2: 144 shares; 2023Q3: 144 shares; 2023Q4: 144 shares; 2024Q1: 144 shares; 2024Q2: 144 shares 144 $9.35K <0.01% 0 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 250 shares; 2023Q1: 165 shares; 2023Q2: 165 shares; 2023Q3: 165 shares; 2023Q4: 104 shares; 2024Q1: 104 shares; 2024Q2: 104 shares 104 $9.27K <0.01% 0 Timeline TAN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 230 shares; 2023Q1: 230 shares; 2023Q2: 230 shares; 2023Q3: 230 shares; 2023Q4: 230 shares; 2024Q1: 230 shares; 2024Q2: 230 shares 230 $9.25K <0.01% 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: 70 shares; 2023Q1: 70 shares; 2023Q2: 83 shares; 2023Q3: 83 shares; 2023Q4: 121 shares; 2024Q1: 121 shares; 2024Q2: 121 shares 121 $9.12K <0.01% 0 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 500 shares 500 $9.09K <0.01% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 150 shares; 2023Q4: 150 shares; 2024Q1: 150 shares; 2024Q2: 150 shares 150 $8.98K <0.01% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 402 shares; 2023Q1: 382 shares; 2023Q2: 307 shares; 2023Q3: 307 shares; 2023Q4: 307 shares; 2024Q1: 46 shares; 2024Q2: 46 shares 46 $8.95K <0.01% 0 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 85 shares; 2023Q1: 85 shares; 2023Q2: 85 shares; 2023Q3: 85 shares; 2023Q4: 85 shares; 2024Q1: 85 shares; 2024Q2: 85 shares 85 $8.87K <0.01% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 182 shares; 2024Q2: 182 shares 182 $8.86K <0.01% 0 Timeline IMCV 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: 27 shares; 2024Q2: 121 shares 121 $8.5K <0.01% +94 Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 40 shares; 2023Q1: 40 shares; 2023Q2: 40 shares; 2023Q3: 40 shares; 2023Q4: 40 shares; 2024Q1: 40 shares; 2024Q2: 40 shares 40 $8.41K <0.01% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 135 shares; 2023Q1: 35 shares; 2023Q2: 35 shares; 2023Q3: 35 shares; 2023Q4: 35 shares; 2024Q1: 35 shares; 2024Q2: 35 shares 35 $8.29K <0.01% 0 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 250 shares; 2023Q1: 250 shares; 2023Q2: 250 shares; 2023Q3: 250 shares; 2023Q4: 250 shares; 2024Q1: 250 shares; 2024Q2: 250 shares 250 $8.09K <0.01% 0 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 450 shares; 2023Q2: 450 shares; 2023Q3: 450 shares; 2023Q4: 450 shares; 2024Q1: 450 shares; 2024Q2: 450 shares 450 $7.86K <0.01% 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: 484 shares; 2023Q1: 185 shares; 2023Q2: 185 shares; 2023Q3: 185 shares; 2023Q4: 91 shares; 2024Q1: 66 shares; 2024Q2: 66 shares 66 $7.83K <0.01% 0 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: 777 shares; 2023Q1: 777 shares; 2023Q2: 1,036 shares; 2023Q3: 1,036 shares; 2023Q4: 1,036 shares; 2024Q1: 277 shares; 2024Q2: 200 shares 200 $7.77K <0.01% -77 Timeline IMCG 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: 13 shares; 2024Q2: 114 shares 114 $7.72K <0.01% +101 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 260 shares; 2023Q1: 260 shares; 2023Q2: 260 shares; 2023Q3: 260 shares; 2023Q4: 260 shares; 2024Q1: 260 shares; 2024Q2: 260 shares 260 $7.69K <0.01% 0 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: not reported; 2023Q1: 57 shares; 2023Q2: 57 shares; 2023Q3: 57 shares; 2023Q4: 57 shares; 2024Q1: 57 shares; 2024Q2: 57 shares 57 $7.27K <0.01% 0 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 225 shares; 2023Q1: 225 shares; 2023Q2: 225 shares; 2023Q3: 225 shares; 2023Q4: 225 shares; 2024Q1: 225 shares; 2024Q2: 225 shares 225 $7.25K <0.01% 0 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: 25 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 200 shares; 2024Q1: not reported; 2024Q2: 100 shares 100 $7.2K <0.01% new Timeline IUSV 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: 79 shares; 2023Q2: 79 shares; 2023Q3: 79 shares; 2023Q4: 79 shares; 2024Q1: 79 shares; 2024Q2: 79 shares 79 $6.96K <0.01% 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: 652 shares; 2023Q1: 652 shares; 2023Q2: 652 shares; 2023Q3: 652 shares; 2023Q4: 652 shares; 2024Q1: 90 shares; 2024Q2: 90 shares 90 $6.96K <0.01% 0 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 34 shares; 2023Q1: 122 shares; 2023Q2: 122 shares; 2023Q3: 122 shares; 2023Q4: 122 shares; 2024Q1: 122 shares; 2024Q2: 122 shares 122 $6.82K <0.01% 0 Timeline AAP ADVANCE AUTO PARTS INC More: the full row for ADVANCE AUTO PARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 191 shares; 2023Q1: 132 shares; 2023Q2: 105 shares; 2023Q3: 105 shares; 2023Q4: 105 shares; 2024Q1: 105 shares; 2024Q2: 105 shares 105 $6.65K <0.01% 0 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 100 shares; 2023Q1: 109 shares; 2023Q2: 109 shares; 2023Q3: 162 shares; 2023Q4: 173 shares; 2024Q1: 135 shares; 2024Q2: 9 shares 9 $6.61K <0.01% -126 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE 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: 65 shares 65 $6.35K <0.01% new Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE 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: not reported; 2023Q4: not reported; 2024Q1: 286 shares; 2024Q2: 286 shares 286 $6.05K <0.01% 0 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 33 shares; 2023Q1: 33 shares; 2023Q2: 33 shares; 2023Q3: 33 shares; 2023Q4: 33 shares; 2024Q1: 33 shares; 2024Q2: 33 shares 33 $6.05K <0.01% 0 Timeline IYF 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: 60 shares; 2024Q2: 60 shares 60 $5.67K <0.01% 0 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 300 shares; 2023Q1: 300 shares; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: 300 shares 300 $5.62K <0.01% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 83 shares; 2023Q1: 83 shares; 2023Q2: 83 shares; 2023Q3: 83 shares; 2023Q4: 83 shares; 2024Q1: 83 shares; 2024Q2: 83 shares 83 $5.52K <0.01% 0 Timeline UAA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 800 shares; 2023Q1: 800 shares; 2023Q2: 800 shares; 2023Q3: 800 shares; 2023Q4: 800 shares; 2024Q1: 800 shares; 2024Q2: 800 shares 800 $5.34K <0.01% 0 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 96 shares; 2024Q2: 96 shares 96 $4.62K <0.01% 0 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES 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: 230 shares; 2024Q2: 230 shares 230 $4.51K <0.01% 0 Timeline UNFI UNITED NAT FOODS INC More: the full row for UNITED NAT FOODS 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: 338 shares; 2024Q2: 338 shares 338 $4.43K <0.01% 0 Timeline WSFS WSFS FINL CORP More: the full row for WSFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 88 shares; 2023Q1: 88 shares; 2023Q2: 88 shares; 2023Q3: 88 shares; 2023Q4: 88 shares; 2024Q1: 88 shares; 2024Q2: 88 shares 88 $4.14K <0.01% 0 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 300 shares; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: 300 shares 300 $4.1K <0.01% 0 Timeline SEDG SOLAREDGE TECHNOLOGIES INC More: the full row for SOLAREDGE TECHNOLOGIES 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: 130 shares; 2024Q2: 155 shares 155 $3.92K <0.01% +25 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 4,905 shares; 2023Q1: 645 shares; 2023Q2: 645 shares; 2023Q3: 645 shares; 2023Q4: 645 shares; 2024Q1: 505 shares; 2024Q2: 505 shares 505 $3.76K <0.01% 0 Timeline SAFT SAFETY INS GROUP INC More: the full row for SAFETY 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: 50 shares; 2023Q4: 50 shares; 2024Q1: 50 shares; 2024Q2: 50 shares 50 $3.75K <0.01% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 32 shares; 2023Q2: 32 shares; 2023Q3: 32 shares; 2023Q4: 32 shares; 2024Q1: 32 shares; 2024Q2: 32 shares 32 $3.75K <0.01% 0 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: 1,619 shares; 2023Q1: 1,441 shares; 2023Q2: not reported; 2023Q3: 75 shares; 2023Q4: 75 shares; 2024Q1: 75 shares; 2024Q2: 75 shares 75 $2.91K <0.01% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 35 shares; 2024Q2: 35 shares 35 $2.8K <0.01% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 11 shares; 2023Q1: 11 shares; 2023Q2: 11 shares; 2023Q3: 11 shares; 2023Q4: 11 shares; 2024Q1: 11 shares; 2024Q2: 11 shares 11 $2.72K <0.01% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 55 shares; 2023Q2: 55 shares; 2023Q3: 55 shares; 2023Q4: 55 shares; 2024Q1: 55 shares; 2024Q2: 55 shares 55 $2.72K <0.01% 0 Timeline CMP COMPASS MINERALS INTL INC More: the full row for COMPASS MINERALS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 260 shares; 2023Q1: 260 shares; 2023Q2: 260 shares; 2023Q3: 260 shares; 2023Q4: 260 shares; 2024Q1: 260 shares; 2024Q2: 260 shares 260 $2.69K <0.01% 0 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: not reported; 2023Q1: 45 shares; 2023Q2: 45 shares; 2023Q3: 45 shares; 2023Q4: 45 shares; 2024Q1: 45 shares; 2024Q2: 45 shares 45 $2.66K <0.01% 0 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 23 shares; 2023Q2: 23 shares; 2023Q3: 23 shares; 2023Q4: 23 shares; 2024Q1: 23 shares; 2024Q2: 23 shares 23 $2.55K <0.01% 0 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL 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: 50 shares; 2023Q4: 50 shares; 2024Q1: 50 shares; 2024Q2: 50 shares 50 $2.45K <0.01% 0 Timeline PTC PTC INC More: the full row for PTC 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: 13 shares; 2023Q4: 13 shares; 2024Q1: 13 shares; 2024Q2: 13 shares 13 $2.27K <0.01% 0 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 234 shares; 2023Q1: 261 shares; 2023Q2: 347 shares; 2023Q3: 298 shares; 2023Q4: 75 shares; 2024Q1: 25 shares; 2024Q2: 25 shares 25 $2.01K <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: 497 shares; 2023Q1: 497 shares; 2023Q2: 497 shares; 2023Q3: 497 shares; 2023Q4: 497 shares; 2024Q1: 22 shares; 2024Q2: 22 shares 22 $2.01K <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: 391 shares; 2023Q1: 177 shares; 2023Q2: 87 shares; 2023Q3: 112 shares; 2023Q4: 112 shares; 2024Q1: 25 shares; 2024Q2: 25 shares 25 $1.75K <0.01% 0 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: not reported; 2023Q1: 38 shares; 2023Q2: 38 shares; 2023Q3: 38 shares; 2023Q4: 38 shares; 2024Q1: 571 shares; 2024Q2: 38 shares 38 $1.66K <0.01% -533 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: 518 shares; 2023Q1: 696 shares; 2023Q2: 518 shares; 2023Q3: 518 shares; 2023Q4: 518 shares; 2024Q1: 15 shares; 2024Q2: 15 shares 15 $1.61K <0.01% 0 Timeline VTWO 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: not reported; 2023Q1: 19 shares; 2023Q2: 19 shares; 2023Q3: 19 shares; 2023Q4: 19 shares; 2024Q1: 19 shares; 2024Q2: 19 shares 19 $1.56K <0.01% 0 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: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 15 shares; 2024Q2: 15 shares 15 $1.38K <0.01% 0 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 88 shares; 2023Q4: 88 shares; 2024Q1: 38 shares; 2024Q2: 38 shares 38 $1.35K <0.01% 0 Timeline WK KELLOGG CO WK KELLOGG CO More: the full row for WK KELLOGG 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: not reported; 2023Q4: 81 shares; 2024Q1: 81 shares; 2024Q2: 81 shares 81 $1.33K <0.01% 0 STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL 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: 13 shares; 2023Q4: 13 shares; 2024Q1: 13 shares; 2024Q2: 13 shares 13 $1.29K <0.01% 0 Timeline ORLA ORLA MNG LTD NEW More: the full row for ORLA MNG LTD NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 22,213 shares; 2023Q1: 34,116 shares; 2023Q2: 35,110 shares; 2023Q3: 31,210 shares; 2023Q4: 38,115 shares; 2024Q1: 300 shares; 2024Q2: 300 shares 300 $1.15K <0.01% 0 Timeline ANGL 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: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 37 shares; 2024Q2: 37 shares 37 $1.05K <0.01% 0 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 86 shares; 2024Q2: 86 shares 86 $994 <0.01% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM 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: not reported; 2024Q1: not reported; 2024Q2: 18 shares 18 $952 <0.01% new 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: not reported; 2023Q1: 1,353 shares; 2023Q2: 30 shares; 2023Q3: 30 shares; 2023Q4: 30 shares; 2024Q1: 30 shares; 2024Q2: 30 shares 30 $678 <0.01% 0 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: 183 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4 shares; 2024Q1: 4 shares; 2024Q2: 4 shares 4 $658 <0.01% 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: not reported; 2023Q1: 334 shares; 2023Q2: 13 shares; 2023Q3: 13 shares; 2023Q4: 13 shares; 2024Q1: 13 shares; 2024Q2: 13 shares 13 $653 <0.01% 0 Timeline HYG 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: 6 shares; 2024Q2: 6 shares 6 $463 <0.01% 0 Timeline MEC MAYVILLE ENGR CO INC More: the full row for MAYVILLE ENGR CO 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: 25 shares; 2023Q4: 25 shares; 2024Q1: 25 shares; 2024Q2: 25 shares 25 $417 <0.01% 0 Timeline SNV SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 10 shares; 2023Q1: 10 shares; 2023Q2: 10 shares; 2023Q3: 10 shares; 2023Q4: 10 shares; 2024Q1: 10 shares; 2024Q2: 10 shares 10 $402 <0.01% 0 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 44 shares; 2023Q1: 20 shares; 2023Q2: 20 shares; 2023Q3: 20 shares; 2023Q4: 20 shares; 2024Q1: 20 shares; 2024Q2: 15 shares 15 $395 <0.01% -5 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES 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: 19 shares; 2024Q1: 19 shares; 2024Q2: 5 shares 5 $364 <0.01% -14 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: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5 shares; 2024Q2: 5 shares 5 $292 <0.01% 0 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 2 shares; 2023Q1: 2 shares; 2023Q2: 2 shares; 2023Q3: 2 shares; 2023Q4: 2 shares; 2024Q1: 2 shares; 2024Q2: 2 shares 2 $267 <0.01% 0 Timeline GRAL GRAIL INC More: the full row for GRAIL 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: 14 shares 14 $216 <0.01% new Timeline UP WHEELS UP EXPERIENCE INC More: the full row for WHEELS UP EXPERIENCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares 100 $189 <0.01% 0 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: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 2 shares; 2023Q4: 2 shares; 2024Q1: 2 shares; 2024Q2: 2 shares 2 $98 <0.01% 0 Timeline ASSERTIO HOLDINGS INC ASSERTIO HOLDINGS INC More: the full row for ASSERTIO 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: 65 shares; 2023Q4: 65 shares; 2024Q1: 65 shares; 2024Q2: 65 shares 65 $81 <0.01% 0 PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1 shares; 2023Q1: 1 shares; 2023Q2: 1 shares; 2023Q3: 1 shares; 2023Q4: 1 shares; 2024Q1: 1 shares; 2024Q2: 1 shares 1 $24 <0.01% 0 Timeline TRANSCODE THERAPEUTICS INC … TRANSCODE THERAPEUTICS INC (US) O… More: the full row for TRANSCODE THERAPEUTICS INC (US) OLD 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 shares; 2024Q2: 1 shares 1 $1 <0.01% 0