AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 270,893 shares; 2023Q4: 267,732 shares; 2024Q1: 261,254 shares; 2024Q2: 250,418 shares; 2024Q3: 245,119 shares 245,119 $57.1M 6.46% -5,299 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 486,688 shares; 2023Q4: 487,917 shares; 2024Q1: 505,820 shares; 2024Q2: 464,681 shares; 2024Q3: 468,109 shares 468,109 $48.8M 5.52% +3,428 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 73,520 shares; 2024Q2: 192,633 shares; 2024Q3: 206,331 shares 206,331 $37M 4.19% +13,698 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 211,189 shares; 2023Q4: 196,188 shares; 2024Q1: 225,147 shares; 2024Q2: 198,481 shares; 2024Q3: 196,725 shares 196,725 $34.3M 3.88% -1,756 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 16,474 shares; 2023Q4: 24,216 shares; 2024Q1: 24,175 shares; 2024Q2: 248,563 shares; 2024Q3: 244,006 shares 244,006 $29.6M 3.35% -4,557 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 149,987 shares; 2023Q4: 148,679 shares; 2024Q1: 146,992 shares; 2024Q2: 144,079 shares; 2024Q3: 142,487 shares 142,487 $26.5M 3% -1,592 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 271,112 shares; 2023Q4: 262,317 shares; 2024Q1: 257,135 shares; 2024Q2: 240,840 shares; 2024Q3: 220,322 shares 220,322 $24.2M 2.73% -20,518 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 197,592 shares; 2024Q1: 204,766 shares; 2024Q2: 281,850 shares; 2024Q3: 287,234 shares 287,234 $23.9M 2.7% +5,384 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 51,909 shares; 2023Q4: 50,107 shares; 2024Q1: 48,300 shares; 2024Q2: 47,502 shares; 2024Q3: 46,123 shares 46,123 $22.8M 2.58% -1,379 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 128,300 shares; 2023Q4: 128,304 shares; 2024Q1: 127,190 shares; 2024Q2: 124,666 shares; 2024Q3: 122,654 shares 122,654 $20.3M 2.3% -2,012 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 184,142 shares; 2023Q4: 183,468 shares; 2024Q1: 181,322 shares; 2024Q2: 179,221 shares; 2024Q3: 172,395 shares 172,395 $20.3M 2.29% -6,826 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 44,424 shares; 2023Q4: 43,117 shares; 2024Q1: 41,042 shares; 2024Q2: 39,986 shares; 2024Q3: 37,787 shares 37,787 $18.6M 2.1% -2,199 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 31,586 shares; 2023Q4: 30,073 shares; 2024Q1: 29,388 shares; 2024Q2: 28,486 shares; 2024Q3: 28,099 shares 28,099 $17.4M 1.97% -387 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 33,010 shares; 2023Q4: 32,416 shares; 2024Q1: 32,300 shares; 2024Q2: 32,289 shares; 2024Q3: 31,801 shares 31,801 $16.5M 1.86% -488 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 62,802 shares; 2023Q4: 62,055 shares; 2024Q1: 61,075 shares; 2024Q2: 59,951 shares; 2024Q3: 57,670 shares 57,670 $15.6M 1.77% -2,281 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 93,449 shares; 2023Q4: 92,570 shares; 2024Q1: 89,846 shares; 2024Q2: 90,191 shares; 2024Q3: 87,631 shares 87,631 $15M 1.7% -2,560 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,802 shares; 2023Q4: 2,778 shares; 2024Q1: 2,920 shares; 2024Q2: 2,946 shares; 2024Q3: 2,887 shares 2,887 $12.2M 1.38% -59 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 54,455 shares; 2024Q3: 54,138 shares 54,138 $12.1M 1.37% -317 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 42,713 shares; 2023Q4: 42,733 shares; 2024Q1: 43,152 shares; 2024Q2: 43,109 shares; 2024Q3: 43,057 shares 43,057 $11.9M 1.34% -52 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 83,969 shares; 2023Q4: 98,724 shares; 2024Q1: 98,892 shares; 2024Q2: 105,981 shares; 2024Q3: 103,804 shares 103,804 $11.5M 1.3% -2,177 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 32,308 shares; 2023Q4: 30,887 shares; 2024Q1: 29,843 shares; 2024Q2: 29,809 shares; 2024Q3: 28,842 shares 28,842 $11.2M 1.27% -967 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 91,051 shares; 2023Q4: 90,877 shares; 2024Q1: 162,325 shares; 2024Q2: 163,314 shares; 2024Q3: 159,979 shares 159,979 $10.9M 1.23% -3,335 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 135,645 shares; 2023Q4: 134,500 shares; 2024Q1: 135,018 shares; 2024Q2: 134,327 shares; 2024Q3: 133,963 shares 133,963 $10.8M 1.23% -364 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 10,762 shares 10,762 $10.2M 1.16% new 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 91,886 shares; 2024Q1: 92,709 shares; 2024Q2: 117,625 shares; 2024Q3: 120,170 shares 120,170 $9.71M 1.1% +2,545 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 22,122 shares; 2023Q4: 23,265 shares; 2024Q1: 22,686 shares; 2024Q2: 22,606 shares; 2024Q3: 22,261 shares 22,261 $9.58M 1.08% -345 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 39,570 shares; 2023Q4: 37,650 shares; 2024Q1: 39,529 shares; 2024Q2: 39,694 shares; 2024Q3: 39,639 shares 39,639 $9.39M 1.06% -55 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 36,381 shares; 2023Q4: 37,269 shares; 2024Q1: 40,070 shares; 2024Q2: 40,443 shares; 2024Q3: 41,194 shares 41,194 $9.09M 1.03% +751 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 69,953 shares; 2023Q4: 70,321 shares; 2024Q1: 69,783 shares; 2024Q2: 70,069 shares; 2024Q3: 68,414 shares 68,414 $8.96M 1.01% -1,655 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 30,554 shares; 2023Q4: 30,101 shares; 2024Q1: 30,675 shares; 2024Q2: 30,600 shares; 2024Q3: 29,165 shares 29,165 $7.91M 0.9% -1,435 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,409 shares; 2023Q4: 3,411 shares; 2024Q1: 3,410 shares; 2024Q2: 10,973 shares; 2024Q3: 65,001 shares 65,001 $7.74M 0.88% +54,028 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 42,935 shares; 2023Q4: 43,198 shares; 2024Q1: 43,463 shares; 2024Q2: 44,210 shares; 2024Q3: 43,413 shares 43,413 $7.48M 0.85% -797 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 91,672 shares; 2024Q1: 92,276 shares; 2024Q2: 118,227 shares; 2024Q3: 121,099 shares 121,099 $7.21M 0.82% +2,872 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 45,973 shares; 2023Q4: 66,648 shares; 2024Q1: 68,081 shares; 2024Q2: 68,964 shares; 2024Q3: 68,529 shares 68,529 $7.1M 0.8% -435 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 51,574 shares; 2023Q4: 77,444 shares; 2024Q1: 77,951 shares; 2024Q2: 80,313 shares; 2024Q3: 118,943 shares 118,943 $6.75M 0.76% +38,630 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 34,748 shares; 2023Q4: 35,982 shares; 2024Q1: 32,534 shares; 2024Q2: 32,213 shares; 2024Q3: 31,893 shares 31,893 $6.72M 0.76% -320 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 23,179 shares; 2023Q4: 23,611 shares; 2024Q1: 23,581 shares; 2024Q2: 23,757 shares; 2024Q3: 23,582 shares 23,582 $6.68M 0.76% -175 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 10,458 shares; 2024Q3: 118,691 shares 118,691 $6.07M 0.69% +108,233 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 54,716 shares; 2023Q4: 54,118 shares; 2024Q1: 53,730 shares; 2024Q2: 51,967 shares; 2024Q3: 48,710 shares 48,710 $5.71M 0.65% -3,257 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 625 shares; 2024Q3: 12,201 shares 12,201 $5.67M 0.64% +11,576 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 270,366 shares; 2023Q4: 270,062 shares; 2024Q1: 271,766 shares; 2024Q2: 104,733 shares; 2024Q3: 76,334 shares 76,334 $5.57M 0.63% -28,399 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,934 shares; 2023Q4: 1,917 shares; 2024Q1: 1,953 shares; 2024Q2: 7,893 shares; 2024Q3: 30,734 shares 30,734 $5M 0.57% +22,841 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 9,897 shares; 2023Q4: 14,133 shares; 2024Q1: 14,523 shares; 2024Q2: 14,857 shares; 2024Q3: 14,070 shares 14,070 $4.85M 0.55% -787 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 29,465 shares; 2023Q4: 29,210 shares; 2024Q1: 30,254 shares; 2024Q2: 28,065 shares; 2024Q3: 28,065 shares 28,065 $4.69M 0.53% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 33,582 shares; 2023Q4: 34,400 shares; 2024Q1: 33,969 shares; 2024Q2: 33,763 shares; 2024Q3: 33,737 shares 33,737 $4.53M 0.51% -26 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 9,195 shares; 2023Q4: 9,214 shares; 2024Q1: 9,139 shares; 2024Q2: 9,114 shares; 2024Q3: 9,185 shares 9,185 $4.23M 0.48% +71 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,446 shares; 2023Q4: 7,238 shares; 2024Q1: 7,226 shares; 2024Q2: 8,074 shares; 2024Q3: 7,042 shares 7,042 $4.06M 0.46% -1,032 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 13,214 shares; 2023Q4: 13,009 shares; 2024Q1: 12,959 shares; 2024Q2: 12,602 shares; 2024Q3: 10,351 shares 10,351 $3.97M 0.45% -2,251 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 20,839 shares; 2023Q4: 20,141 shares; 2024Q1: 21,642 shares; 2024Q2: 24,053 shares; 2024Q3: 23,917 shares 23,917 $3.88M 0.44% -136 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 146,357 shares; 2023Q4: 64,149 shares; 2024Q1: 62,319 shares; 2024Q2: 45,141 shares; 2024Q3: 28,390 shares 28,390 $3.75M 0.42% -16,751 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 14,382 shares; 2023Q4: 14,903 shares; 2024Q1: 14,170 shares; 2024Q2: 14,119 shares; 2024Q3: 14,277 shares 14,277 $3.74M 0.42% +158 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,121 shares; 2023Q4: 2,135 shares; 2024Q1: 2,111 shares; 2024Q2: 2,086 shares; 2024Q3: 20,901 shares 20,901 $3.61M 0.41% +18,815 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 64,654 shares; 2023Q4: 64,001 shares; 2024Q1: 67,050 shares; 2024Q2: 68,187 shares; 2024Q3: 66,528 shares 66,528 $3.54M 0.4% -1,659 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,231 shares; 2023Q4: 9,517 shares; 2024Q1: 9,458 shares; 2024Q2: 9,104 shares; 2024Q3: 9,100 shares 9,100 $3.31M 0.37% -4 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 86,163 shares; 2023Q4: 78,022 shares; 2024Q1: 79,891 shares; 2024Q2: 71,672 shares; 2024Q3: 71,075 shares 71,075 $3.24M 0.37% -597 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 19,401 shares; 2023Q4: 18,535 shares; 2024Q1: 16,368 shares; 2024Q2: 16,409 shares; 2024Q3: 16,245 shares 16,245 $3.21M 0.36% -164 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 31,829 shares; 2023Q4: 31,320 shares; 2024Q1: 36,315 shares; 2024Q2: 35,553 shares; 2024Q3: 35,267 shares 35,267 $3.18M 0.36% -286 Timeline 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 22,912 shares; 2023Q4: 22,057 shares; 2024Q1: 22,892 shares; 2024Q2: 22,319 shares; 2024Q3: 28,972 shares 28,972 $3.17M 0.36% +6,653 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 32,533 shares; 2023Q4: 31,664 shares; 2024Q1: 30,985 shares; 2024Q2: 30,569 shares; 2024Q3: 38,417 shares 38,417 $3.17M 0.36% +7,848 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 46,014 shares; 2023Q4: 44,677 shares; 2024Q1: 44,586 shares; 2024Q2: 44,137 shares; 2024Q3: 43,791 shares 43,791 $3.15M 0.36% -346 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 17,679 shares; 2023Q4: 16,050 shares; 2024Q1: 15,565 shares; 2024Q2: 15,296 shares; 2024Q3: 15,156 shares 15,156 $3.15M 0.36% -140 Timeline NSIT INSIGHT ENTERPRISES INC More: the full row for INSIGHT ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 14,583 shares 14,583 $3.14M 0.36% new Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 74,829 shares; 2023Q4: 69,816 shares; 2024Q1: 70,136 shares; 2024Q2: 69,930 shares; 2024Q3: 69,820 shares 69,820 $3.14M 0.35% -110 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 48,361 shares; 2023Q4: 41,661 shares; 2024Q1: 41,456 shares; 2024Q2: 60,595 shares; 2024Q3: 60,290 shares 60,290 $2.87M 0.32% -305 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 22,479 shares; 2023Q4: 22,157 shares; 2024Q1: 23,851 shares; 2024Q2: 23,588 shares; 2024Q3: 22,866 shares 22,866 $2.64M 0.3% -722 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 83,527 shares; 2023Q4: 85,579 shares; 2024Q1: 92,285 shares; 2024Q2: 88,680 shares; 2024Q3: 29,650 shares 29,650 $2.62M 0.3% -59,030 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 43,455 shares; 2023Q4: 41,725 shares; 2024Q1: 41,182 shares; 2024Q2: 41,042 shares; 2024Q3: 40,206 shares 40,206 $2.61M 0.3% -836 MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 20,010 shares; 2023Q4: 19,582 shares; 2024Q1: 18,449 shares; 2024Q2: 18,345 shares; 2024Q3: 22,885 shares 22,885 $2.6M 0.29% +4,540 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 8,524 shares; 2023Q4: 8,345 shares; 2024Q1: 7,779 shares; 2024Q2: 7,630 shares; 2024Q3: 7,787 shares 7,787 $2.52M 0.29% +157 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 40,850 shares; 2023Q4: 53,559 shares; 2024Q1: 53,916 shares; 2024Q2: 50,379 shares; 2024Q3: 50,281 shares 50,281 $2.46M 0.28% -98 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 22,532 shares; 2023Q4: 21,450 shares; 2024Q1: 21,160 shares; 2024Q2: 20,865 shares; 2024Q3: 17,928 shares 17,928 $2.4M 0.27% -2,937 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,588 shares; 2023Q4: 4,217 shares; 2024Q1: 4,134 shares; 2024Q2: 4,021 shares; 2024Q3: 3,864 shares 3,864 $2.39M 0.27% -157 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 20,591 shares; 2023Q4: 20,144 shares; 2024Q1: 20,229 shares; 2024Q2: 18,660 shares; 2024Q3: 18,618 shares 18,618 $2.38M 0.27% -42 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,747 shares; 2023Q4: 11,722 shares; 2024Q1: 11,589 shares; 2024Q2: 14,022 shares; 2024Q3: 14,275 shares 14,275 $2.31M 0.26% +253 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 14,553 shares; 2024Q3: 14,528 shares 14,528 $2.31M 0.26% -25 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 19,006 shares; 2023Q4: 20,328 shares; 2024Q1: 22,204 shares; 2024Q2: 21,913 shares; 2024Q3: 21,860 shares 21,860 $2.28M 0.26% -53 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,864 shares; 2023Q4: 2,584 shares; 2024Q1: 2,663 shares; 2024Q2: 2,676 shares; 2024Q3: 2,567 shares 2,567 $2.28M 0.26% -109 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 30,426 shares; 2023Q4: 29,193 shares; 2024Q1: 28,658 shares; 2024Q2: 34,845 shares; 2024Q3: 34,320 shares 34,320 $2.22M 0.25% -525 AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 67,812 shares 67,812 $2.19M 0.25% new Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 29,219 shares; 2023Q4: 25,684 shares; 2024Q1: 63,407 shares; 2024Q2: 62,912 shares; 2024Q3: 61,372 shares 61,372 $2.14M 0.24% -1,540 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 27,527 shares; 2023Q4: 27,983 shares; 2024Q1: 27,614 shares; 2024Q2: 27,884 shares; 2024Q3: 27,835 shares 27,835 $2.06M 0.23% -49 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 49,857 shares; 2024Q3: 50,023 shares 50,023 $2.03M 0.23% +166 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 17,929 shares; 2023Q4: 18,235 shares; 2024Q1: 17,757 shares; 2024Q2: 17,611 shares; 2024Q3: 17,316 shares 17,316 $2.03M 0.23% -295 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 10,150 shares; 2023Q4: 10,075 shares; 2024Q1: 10,005 shares; 2024Q2: 9,862 shares; 2024Q3: 9,705 shares 9,705 $2M 0.23% -157 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,509 shares; 2023Q4: 5,837 shares; 2024Q1: 5,829 shares; 2024Q2: 5,799 shares; 2024Q3: 5,264 shares 5,264 $1.98M 0.22% -535 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 50,935 shares; 2023Q4: 48,789 shares; 2024Q1: 42,627 shares; 2024Q2: 42,615 shares; 2024Q3: 30,225 shares 30,225 $1.97M 0.22% -12,390 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,305 shares; 2023Q4: 5,420 shares; 2024Q1: 5,439 shares; 2024Q2: 5,314 shares; 2024Q3: 5,407 shares 5,407 $1.95M 0.22% +93 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 19,029 shares; 2023Q4: 18,531 shares; 2024Q1: 18,711 shares; 2024Q2: 18,046 shares; 2024Q3: 18,506 shares 18,506 $1.92M 0.22% +460 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 9,016 shares; 2023Q4: 8,416 shares; 2024Q1: 8,419 shares; 2024Q2: 8,147 shares; 2024Q3: 8,544 shares 8,544 $1.89M 0.21% +397 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 87,071 shares; 2023Q4: 85,571 shares; 2024Q1: 50,550 shares; 2024Q2: 48,153 shares; 2024Q3: 47,648 shares 47,648 $1.87M 0.21% -505 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 12,368 shares; 2023Q4: 11,936 shares; 2024Q1: 11,690 shares; 2024Q2: 11,495 shares; 2024Q3: 12,075 shares 12,075 $1.72M 0.19% +580 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 30,816 shares; 2023Q4: 13,996 shares; 2024Q1: 11,625 shares; 2024Q2: 8,721 shares; 2024Q3: 7,154 shares 7,154 $1.7M 0.19% -1,567 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 5,142 shares; 2024Q1: 4,997 shares; 2024Q2: 4,861 shares; 2024Q3: 5,620 shares 5,620 $1.68M 0.19% +759 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 11,710 shares; 2023Q4: 11,616 shares; 2024Q1: 10,421 shares; 2024Q2: 10,090 shares; 2024Q3: 9,828 shares 9,828 $1.67M 0.19% -262 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 46,354 shares; 2023Q4: 40,881 shares; 2024Q1: 43,425 shares; 2024Q2: 43,293 shares; 2024Q3: 42,699 shares 42,699 $1.67M 0.19% -594 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 70,655 shares; 2023Q4: 17,648 shares; 2024Q1: 17,007 shares; 2024Q2: 11,417 shares; 2024Q3: 9,911 shares 9,911 $1.66M 0.19% -1,506 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 14,444 shares; 2023Q4: 14,094 shares; 2024Q1: 13,300 shares; 2024Q2: 13,046 shares; 2024Q3: 11,920 shares 11,920 $1.63M 0.18% -1,126 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,998 shares; 2023Q4: 3,167 shares; 2024Q1: 3,178 shares; 2024Q2: 2,894 shares; 2024Q3: 2,739 shares 2,739 $1.57M 0.18% -155 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 11,417 shares; 2023Q4: 11,127 shares; 2024Q1: 10,054 shares; 2024Q2: 9,875 shares; 2024Q3: 9,714 shares 9,714 $1.56M 0.18% -161 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 13,146 shares; 2023Q4: 13,527 shares; 2024Q1: 13,401 shares; 2024Q2: 12,801 shares; 2024Q3: 12,394 shares 12,394 $1.5M 0.17% -407 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,004 shares; 2023Q4: 2,034 shares; 2024Q1: 2,164 shares; 2024Q2: 2,099 shares; 2024Q3: 2,030 shares 2,030 $1.44M 0.16% -69 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,532 shares; 2023Q4: 1,640 shares; 2024Q1: 1,693 shares; 2024Q2: 1,713 shares; 2024Q3: 1,622 shares 1,622 $1.44M 0.16% -91 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 23,621 shares; 2023Q4: 22,229 shares; 2024Q1: 21,859 shares; 2024Q2: 26,482 shares; 2024Q3: 27,029 shares 27,029 $1.43M 0.16% +547 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 690 shares; 2023Q4: 682 shares; 2024Q1: 699 shares; 2024Q2: 717 shares; 2024Q3: 1,751 shares 1,751 $1.36M 0.15% +1,034 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,990 shares; 2023Q4: 4,929 shares; 2024Q1: 4,724 shares; 2024Q2: 4,724 shares; 2024Q3: 4,724 shares 4,724 $1.3M 0.15% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,886 shares; 2023Q4: 3,341 shares; 2024Q1: 2,813 shares; 2024Q2: 2,752 shares; 2024Q3: 2,230 shares 2,230 $1.28M 0.14% -522 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,993 shares; 2023Q4: 6,893 shares; 2024Q1: 6,896 shares; 2024Q2: 7,093 shares; 2024Q3: 7,302 shares 7,302 $1.24M 0.14% +209 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,159 shares; 2023Q4: 2,203 shares; 2024Q1: 2,420 shares; 2024Q2: 2,416 shares; 2024Q3: 2,100 shares 2,100 $1.23M 0.14% -316 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,026 shares; 2023Q4: 4,134 shares; 2024Q1: 3,782 shares; 2024Q2: 3,819 shares; 2024Q3: 3,800 shares 3,800 $1.22M 0.14% -19 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 41,425 shares; 2023Q4: 41,240 shares; 2024Q1: 19,300 shares; 2024Q2: 13,683 shares; 2024Q3: 13,429 shares 13,429 $1.12M 0.13% -254 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,384 shares; 2023Q4: 4,807 shares; 2024Q1: 7,327 shares; 2024Q2: 7,302 shares; 2024Q3: 10,747 shares 10,747 $1.1M 0.12% +3,445 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,135 shares; 2023Q4: 3,055 shares; 2024Q1: 2,978 shares; 2024Q2: 3,159 shares; 2024Q3: 3,237 shares 3,237 $1.08M 0.12% +78 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,813 shares; 2023Q4: 2,305 shares; 2024Q1: 2,271 shares; 2024Q2: 1,903 shares; 2024Q3: 3,914 shares 3,914 $1.06M 0.12% +2,011 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,046 shares; 2023Q4: 4,065 shares; 2024Q1: 4,021 shares; 2024Q2: 4,074 shares; 2024Q3: 3,822 shares 3,822 $1.05M 0.12% -252 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,351 shares; 2023Q4: 2,395 shares; 2024Q1: 2,882 shares; 2024Q2: 3,539 shares; 2024Q3: 3,626 shares 3,626 $1.02M 0.12% +87 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,708 shares; 2023Q4: 1,945 shares; 2024Q1: 2,143 shares; 2024Q2: 2,157 shares; 2024Q3: 1,949 shares 1,949 $1.01M 0.11% -208 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,984 shares; 2023Q4: 4,067 shares; 2024Q1: 4,034 shares; 2024Q2: 4,274 shares; 2024Q3: 5,076 shares 5,076 $957K 0.11% +802 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 9,838 shares; 2023Q4: 9,963 shares; 2024Q1: 9,652 shares; 2024Q2: 9,532 shares; 2024Q3: 9,752 shares 9,752 $938K 0.11% +220 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,004 shares; 2023Q4: 2,931 shares; 2024Q1: 3,548 shares; 2024Q2: 3,838 shares; 2024Q3: 3,942 shares 3,942 $938K 0.11% +104 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,818 shares; 2023Q4: 6,818 shares; 2024Q1: 6,782 shares; 2024Q2: 6,671 shares; 2024Q3: 6,074 shares 6,074 $930K 0.11% -597 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 733 shares; 2023Q4: 1,048 shares; 2024Q1: 1,769 shares; 2024Q2: 1,774 shares; 2024Q3: 1,976 shares 1,976 $929K 0.11% +202 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,171 shares; 2023Q4: 2,991 shares; 2024Q1: 4,069 shares; 2024Q2: 4,130 shares; 2024Q3: 3,959 shares 3,959 $921K 0.1% -171 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,180 shares; 2023Q4: 2,484 shares; 2024Q1: 2,834 shares; 2024Q2: 2,837 shares; 2024Q3: 2,659 shares 2,659 $909K 0.1% -178 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,336 shares; 2023Q4: 1,985 shares; 2024Q1: 1,980 shares; 2024Q2: 1,955 shares; 2024Q3: 1,855 shares 1,855 $906K 0.1% -100 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 12,923 shares; 2023Q4: 12,312 shares; 2024Q1: 11,997 shares; 2024Q2: 11,997 shares; 2024Q3: 10,661 shares 10,661 $901K 0.1% -1,336 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,925 shares; 2023Q4: 7,825 shares; 2024Q1: 7,825 shares; 2024Q2: 7,894 shares; 2024Q3: 7,625 shares 7,625 $893K 0.1% -269 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,094 shares; 2023Q4: 6,181 shares; 2024Q1: 6,165 shares; 2024Q2: 6,171 shares; 2024Q3: 6,007 shares 6,007 $885K 0.1% -164 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 9,219 shares; 2023Q4: 4,663 shares; 2024Q1: 3,738 shares; 2024Q2: 3,423 shares; 2024Q3: 3,423 shares 3,423 $877K 0.1% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,405 shares; 2023Q4: 2,680 shares; 2024Q1: 2,394 shares; 2024Q2: 2,386 shares; 2024Q3: 2,249 shares 2,249 $858K 0.1% -137 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,003 shares; 2023Q4: 1,003 shares; 2024Q1: 1,006 shares; 2024Q2: 1,138 shares; 2024Q3: 1,401 shares 1,401 $819K 0.09% +263 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,710 shares; 2023Q4: 2,705 shares; 2024Q1: 2,705 shares; 2024Q2: 2,515 shares; 2024Q3: 3,694 shares 3,694 $813K 0.09% +1,179 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 11,867 shares; 2023Q4: 11,801 shares; 2024Q1: 11,201 shares; 2024Q2: 9,926 shares; 2024Q3: 9,926 shares 9,926 $799K 0.09% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,372 shares; 2023Q4: 1,602 shares; 2024Q1: 3,236 shares; 2024Q2: 3,233 shares; 2024Q3: 3,211 shares 3,211 $798K 0.09% -22 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,038 shares; 2023Q4: 4,038 shares; 2024Q1: 4,105 shares; 2024Q2: 3,983 shares; 2024Q3: 3,844 shares 3,844 $795K 0.09% -139 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,980 shares; 2024Q2: 4,980 shares; 2024Q3: 5,010 shares 5,010 $774K 0.09% +30 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,597 shares; 2023Q4: 4,566 shares; 2024Q1: 4,512 shares; 2024Q2: 4,532 shares; 2024Q3: 4,353 shares 4,353 $756K 0.09% -179 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,089 shares; 2023Q4: 3,089 shares; 2024Q1: 3,074 shares; 2024Q2: 3,056 shares; 2024Q3: 2,930 shares 2,930 $755K 0.09% -126 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 14,800 shares 14,800 $742K 0.08% new Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,259 shares; 2023Q4: 4,092 shares; 2024Q1: 4,053 shares; 2024Q2: 3,990 shares; 2024Q3: 4,270 shares 4,270 $739K 0.08% +280 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 93 shares; 2024Q1: 91 shares; 2024Q2: 4,840 shares; 2024Q3: 12,813 shares 12,813 $738K 0.08% +7,973 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,865 shares; 2023Q4: 2,984 shares; 2024Q1: 3,031 shares; 2024Q2: 3,153 shares; 2024Q3: 3,196 shares 3,196 $719K 0.08% +43 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 986 shares; 2023Q4: 1,381 shares; 2024Q1: 1,591 shares; 2024Q2: 1,687 shares; 2024Q3: 1,977 shares 1,977 $712K 0.08% +290 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,175 shares; 2023Q4: 9,934 shares; 2024Q1: 18,691 shares; 2024Q2: 17,873 shares; 2024Q3: 16,932 shares 16,932 $707K 0.08% -941 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 860 shares 860 $702K 0.08% new Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 19,380 shares; 2023Q4: 19,380 shares; 2024Q1: 19,446 shares; 2024Q2: 19,446 shares; 2024Q3: 19,536 shares 19,536 $692K 0.08% +90 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 640 shares; 2023Q4: 520 shares; 2024Q1: 1,551 shares; 2024Q2: 1,548 shares; 2024Q3: 1,646 shares 1,646 $687K 0.08% +98 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,404 shares; 2023Q4: 1,680 shares; 2024Q1: 1,681 shares; 2024Q2: 1,680 shares; 2024Q3: 1,744 shares 1,744 $682K 0.08% +64 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,370 shares 3,370 $664K 0.08% new Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,150 shares; 2023Q4: 6,975 shares; 2024Q1: 6,950 shares; 2024Q2: 6,990 shares; 2024Q3: 6,605 shares 6,605 $657K 0.07% -385 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 10,400 shares; 2023Q4: 10,400 shares; 2024Q1: 10,400 shares; 2024Q2: 10,400 shares; 2024Q3: 10,400 shares 10,400 $655K 0.07% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,142 shares; 2023Q4: 7,142 shares; 2024Q1: 7,165 shares; 2024Q2: 7,242 shares; 2024Q3: 7,415 shares 7,415 $634K 0.07% +173 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,727 shares 3,727 $630K 0.07% new Timeline BRKR BRUKER CORP More: the full row for BRUKER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,133 shares; 2023Q4: 6,208 shares; 2024Q1: 6,635 shares; 2024Q2: 7,100 shares; 2024Q3: 9,100 shares 9,100 $628K 0.07% +2,000 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 17,147 shares; 2023Q4: 16,361 shares; 2024Q1: 16,061 shares; 2024Q2: 16,061 shares; 2024Q3: 15,646 shares 15,646 $621K 0.07% -415 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,195 shares; 2023Q4: 2,967 shares; 2024Q1: 9,501 shares; 2024Q2: 9,352 shares; 2024Q3: 7,380 shares 7,380 $596K 0.07% -1,972 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,156 shares; 2023Q4: 1,976 shares; 2024Q1: 2,404 shares; 2024Q2: 2,439 shares; 2024Q3: 3,074 shares 3,074 $590K 0.07% +635 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 9,588 shares; 2023Q4: 9,560 shares; 2024Q1: 12,173 shares; 2024Q2: 11,541 shares; 2024Q3: 11,347 shares 11,347 $584K 0.07% -194 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,832 shares; 2023Q4: 2,676 shares; 2024Q1: 2,667 shares; 2024Q2: 2,501 shares; 2024Q3: 2,588 shares 2,588 $572K 0.06% +87 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 13,699 shares; 2023Q4: 13,566 shares; 2024Q1: 14,016 shares; 2024Q2: 14,378 shares; 2024Q3: 1,891 shares 1,891 $568K 0.06% -12,487 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,229 shares; 2023Q4: 2,653 shares; 2024Q1: 2,656 shares; 2024Q2: 2,659 shares; 2024Q3: 2,502 shares 2,502 $565K 0.06% -157 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,034 shares 1,034 $557K 0.06% new Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 8,672 shares; 2023Q4: 8,672 shares; 2024Q1: 8,513 shares; 2024Q2: 8,504 shares; 2024Q3: 7,719 shares 7,719 $555K 0.06% -785 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,193 shares; 2023Q4: 4,509 shares; 2024Q1: 4,426 shares; 2024Q2: 4,275 shares; 2024Q3: 4,674 shares 4,674 $533K 0.06% +399 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,163 shares; 2023Q4: 3,047 shares; 2024Q1: 3,047 shares; 2024Q2: 3,047 shares; 2024Q3: 2,917 shares 2,917 $524K 0.06% -130 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,283 shares; 2024Q2: 5,853 shares; 2024Q3: 6,108 shares 6,108 $512K 0.06% +255 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,525 shares; 2023Q4: 6,525 shares; 2024Q1: 6,525 shares; 2024Q2: 6,525 shares; 2024Q3: 6,525 shares 6,525 $506K 0.06% 0 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,571 shares; 2023Q4: 1,641 shares; 2024Q1: 1,782 shares; 2024Q2: 2,327 shares; 2024Q3: 2,825 shares 2,825 $502K 0.06% +498 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,262 shares; 2023Q4: 3,162 shares; 2024Q1: 3,119 shares; 2024Q2: 2,642 shares; 2024Q3: 2,642 shares 2,642 $501K 0.06% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,017 shares; 2023Q4: 1,404 shares; 2024Q1: 1,472 shares; 2024Q2: 1,199 shares; 2024Q3: 1,213 shares 1,213 $492K 0.06% +14 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,099 shares; 2023Q4: 7,099 shares; 2024Q1: 7,099 shares; 2024Q2: 6,903 shares; 2024Q3: 8,205 shares 8,205 $486K 0.05% +1,302 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,252 shares; 2023Q4: 1,148 shares; 2024Q1: 1,119 shares; 2024Q2: 979 shares; 2024Q3: 919 shares 919 $485K 0.05% -60 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,806 shares; 2024Q2: 1,826 shares; 2024Q3: 1,769 shares 1,769 $475K 0.05% -57 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,940 shares; 2023Q4: 3,890 shares; 2024Q1: 4,340 shares; 2024Q2: 4,803 shares; 2024Q3: 4,555 shares 4,555 $475K 0.05% -248 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,944 shares; 2023Q4: 2,571 shares; 2024Q1: 3,730 shares; 2024Q2: 3,859 shares; 2024Q3: 3,744 shares 3,744 $475K 0.05% -115 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 726 shares; 2024Q2: 888 shares; 2024Q3: 1,095 shares 1,095 $471K 0.05% +207 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,398 shares; 2023Q4: 2,401 shares; 2024Q1: 2,161 shares; 2024Q2: 2,161 shares; 2024Q3: 1,917 shares 1,917 $470K 0.05% -244 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 744 shares; 2023Q4: 874 shares; 2024Q1: 917 shares; 2024Q2: 836 shares; 2024Q3: 942 shares 942 $466K 0.05% +106 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,530 shares; 2023Q4: 5,530 shares; 2024Q1: 4,430 shares; 2024Q2: 4,430 shares; 2024Q3: 4,413 shares 4,413 $459K 0.05% -17 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,671 shares; 2023Q4: 2,553 shares; 2024Q1: 2,257 shares; 2024Q2: 2,201 shares; 2024Q3: 2,435 shares 2,435 $434K 0.05% +234 Timeline MZTI MARZETTI COMPANY More: the full row for MARZETTI COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,650 shares; 2023Q4: 2,650 shares; 2024Q1: 2,400 shares; 2024Q2: 2,400 shares; 2024Q3: 2,400 shares 2,400 $424K 0.05% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 15,050 shares; 2024Q1: 16,700 shares; 2024Q2: 18,300 shares; 2024Q3: 18,952 shares 18,952 $417K 0.05% +652 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,668 shares; 2023Q4: 2,209 shares; 2024Q1: 2,344 shares; 2024Q2: 2,344 shares; 2024Q3: 2,694 shares 2,694 $410K 0.05% +350 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,720 shares; 2023Q4: 2,710 shares; 2024Q1: 2,700 shares; 2024Q2: 2,695 shares; 2024Q3: 2,690 shares 2,690 $405K 0.05% -5 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,760 shares; 2023Q4: 1,717 shares; 2024Q1: 1,725 shares; 2024Q2: 1,498 shares; 2024Q3: 2,063 shares 2,063 $403K 0.05% +565 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 3,495 shares; 2024Q1: 3,850 shares; 2024Q2: 5,045 shares; 2024Q3: 5,320 shares 5,320 $400K 0.05% +275 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,512 shares; 2023Q4: 1,512 shares; 2024Q1: 1,512 shares; 2024Q2: 1,512 shares; 2024Q3: 1,512 shares 1,512 $395K 0.04% 0 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 8,955 shares; 2023Q4: 7,225 shares; 2024Q1: 4,458 shares; 2024Q2: 3,729 shares; 2024Q3: 1,155 shares 1,155 $386K 0.04% -2,574 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 8,505 shares; 2023Q4: 8,490 shares; 2024Q1: 8,766 shares; 2024Q2: 8,326 shares; 2024Q3: 8,498 shares 8,498 $384K 0.04% +172 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 44,818 shares; 2023Q4: 15,521 shares; 2024Q1: 15,256 shares; 2024Q2: 13,289 shares; 2024Q3: 13,256 shares 13,256 $384K 0.04% -33 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 852 shares; 2023Q4: 1,152 shares; 2024Q1: 1,149 shares; 2024Q2: 1,134 shares; 2024Q3: 1,089 shares 1,089 $377K 0.04% -45 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,495 shares; 2023Q4: 1,470 shares; 2024Q1: 1,420 shares; 2024Q2: 1,420 shares; 2024Q3: 1,345 shares 1,345 $372K 0.04% -75 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,723 shares; 2023Q4: 3,168 shares; 2024Q1: 3,168 shares; 2024Q2: 3,168 shares; 2024Q3: 3,177 shares 3,177 $372K 0.04% +9 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 758 shares; 2024Q3: 979 shares 979 $363K 0.04% +221 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,236 shares; 2023Q4: 2,236 shares; 2024Q1: 2,236 shares; 2024Q2: 2,236 shares; 2024Q3: 2,172 shares 2,172 $354K 0.04% -64 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 454 shares; 2024Q3: 663 shares 663 $345K 0.04% +209 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,700 shares; 2023Q4: 1,700 shares; 2024Q1: 1,700 shares; 2024Q2: 1,700 shares; 2024Q3: 1,700 shares 1,700 $328K 0.04% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 9,480 shares; 2023Q4: 9,480 shares; 2024Q1: 9,480 shares; 2024Q2: 9,480 shares; 2024Q3: 9,480 shares 9,480 $327K 0.04% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 871 shares; 2023Q4: 871 shares; 2024Q1: 4,355 shares; 2024Q2: 5,885 shares; 2024Q3: 5,225 shares 5,225 $326K 0.04% -660 Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,675 shares; 2024Q3: 11,970 shares 11,970 $325K 0.04% +3,295 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 454 shares; 2023Q4: 484 shares; 2024Q1: 504 shares; 2024Q2: 524 shares; 2024Q3: 582 shares 582 $324K 0.04% +58 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,225 shares; 2024Q2: 1,748 shares; 2024Q3: 1,598 shares 1,598 $318K 0.04% -150 Timeline AVNT AVIENT CORPORATION More: the full row for AVIENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,513 shares; 2024Q3: 6,308 shares 6,308 $317K 0.04% +795 Timeline FMBH FIRST MID BANCSHARES INC More: the full row for FIRST MID BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 8,000 shares; 2023Q4: 8,000 shares; 2024Q1: 8,000 shares; 2024Q2: 8,000 shares; 2024Q3: 8,000 shares 8,000 $311K 0.04% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,978 shares; 2023Q4: 2,549 shares; 2024Q1: 2,422 shares; 2024Q2: 2,347 shares; 2024Q3: 2,447 shares 2,447 $307K 0.03% +100 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 30,706 shares; 2023Q4: 30,178 shares; 2024Q1: 6,149 shares; 2024Q2: 5,671 shares; 2024Q3: 4,431 shares 4,431 $299K 0.03% -1,240 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,875 shares; 2023Q4: 3,875 shares; 2024Q1: 3,880 shares; 2024Q2: 3,005 shares; 2024Q3: 3,054 shares 3,054 $289K 0.03% +49 Timeline MNRO MONRO INC More: the full row for MONRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 10,311 shares; 2023Q4: 10,311 shares; 2024Q1: 10,011 shares; 2024Q2: 10,011 shares; 2024Q3: 10,011 shares 10,011 $289K 0.03% 0 Timeline NOVT NOVANTA INC More: the full row for NOVANTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,720 shares; 2023Q4: 1,710 shares; 2024Q1: 1,700 shares; 2024Q2: 1,630 shares; 2024Q3: 1,605 shares 1,605 $287K 0.03% -25 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,160 shares; 2023Q4: 1,160 shares; 2024Q1: 1,160 shares; 2024Q2: 1,160 shares; 2024Q3: 1,160 shares 1,160 $281K 0.03% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,231 shares; 2023Q4: 3,231 shares; 2024Q1: 3,231 shares; 2024Q2: 3,231 shares; 2024Q3: 3,333 shares 3,333 $281K 0.03% +102 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,405 shares; 2023Q4: 1,370 shares; 2024Q1: 1,370 shares; 2024Q2: 1,148 shares; 2024Q3: 1,121 shares 1,121 $276K 0.03% -27 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 985 shares; 2024Q1: 948 shares; 2024Q2: 948 shares; 2024Q3: 948 shares 948 $273K 0.03% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,899 shares; 2023Q4: 6,907 shares; 2024Q1: 6,913 shares; 2024Q2: 6,783 shares; 2024Q3: 3,216 shares 3,216 $272K 0.03% -3,567 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,128 shares; 2024Q3: 2,163 shares 2,163 $270K 0.03% +35 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 2,231 shares; 2024Q1: 2,177 shares; 2024Q2: 1,725 shares; 2024Q3: 1,331 shares 1,331 $264K 0.03% -394 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 5,345 shares; 2024Q1: 5,053 shares; 2024Q2: 4,853 shares; 2024Q3: 4,575 shares 4,575 $258K 0.03% -278 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,190 shares; 2024Q2: 1,152 shares; 2024Q3: 1,262 shares 1,262 $255K 0.03% +110 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 296 shares; 2024Q3: 284 shares 284 $254K 0.03% -12 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 3,162 shares; 2024Q1: 3,162 shares; 2024Q2: 3,132 shares; 2024Q3: 3,161 shares 3,161 $253K 0.03% +29 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 1,405 shares; 2024Q1: 1,405 shares; 2024Q2: 1,405 shares; 2024Q3: 1,405 shares 1,405 $251K 0.03% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,250 shares; 2024Q2: 1,305 shares; 2024Q3: 1,521 shares 1,521 $250K 0.03% +216 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,820 shares 1,820 $246K 0.03% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 381 shares 381 $241K 0.03% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 833 shares; 2024Q2: 833 shares; 2024Q3: 852 shares 852 $233K 0.03% +19 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 771 shares; 2024Q1: 771 shares; 2024Q2: 771 shares; 2024Q3: 741 shares 741 $233K 0.03% -30 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 906 shares 906 $231K 0.03% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 244 shares; 2024Q2: 257 shares; 2024Q3: 269 shares 269 $224K 0.03% +12 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 4,240 shares; 2024Q1: 4,240 shares; 2024Q2: 4,468 shares; 2024Q3: 4,240 shares 4,240 $222K 0.03% -228 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 425 shares; 2024Q2: not reported; 2024Q3: 409 shares 409 $216K 0.02% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 1,511 shares; 2024Q1: 1,359 shares; 2024Q2: 1,362 shares; 2024Q3: 929 shares 929 $214K 0.02% -433 Timeline NSRGY NESTLE SA-SPONS ADR More: the full row for NESTLE SA-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 2,327 shares; 2024Q1: 2,171 shares; 2024Q2: 2,202 shares; 2024Q3: 2,122 shares 2,122 $214K 0.02% -80 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 800 shares; 2024Q1: not reported; 2024Q2: 800 shares; 2024Q3: 800 shares 800 $212K 0.02% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 1,606 shares; 2024Q1: 1,606 shares; 2024Q2: 1,608 shares; 2024Q3: 1,606 shares 1,606 $211K 0.02% -2 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,865 shares; 2023Q4: not reported; 2024Q1: 3,150 shares; 2024Q2: not reported; 2024Q3: 2,675 shares 2,675 $209K 0.02% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,980 shares; 2024Q3: 1,778 shares 1,778 $205K 0.02% -202 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,481 shares 1,481 $203K 0.02% new Timeline