AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 270,893 shares; 2023Q4: 267,732 shares; 2024Q1: 261,254 shares; 2024Q2: 250,418 shares; 2024Q3: 245,119 shares; 2024Q4: 236,546 shares 236,546 $59.2M 6.66% -8,573 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 486,688 shares; 2023Q4: 487,917 shares; 2024Q1: 505,820 shares; 2024Q2: 464,681 shares; 2024Q3: 468,109 shares; 2024Q4: 1,770,830 shares 1,770,830 $49.4M 5.55% +1,302,721 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 73,520 shares; 2024Q2: 192,633 shares; 2024Q3: 206,331 shares; 2024Q4: 214,361 shares 214,361 $38.2M 4.29% +8,030 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 211,189 shares; 2023Q4: 196,188 shares; 2024Q1: 225,147 shares; 2024Q2: 198,481 shares; 2024Q3: 196,725 shares; 2024Q4: 199,022 shares 199,022 $33.7M 3.79% +2,297 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 16,474 shares; 2023Q4: 24,216 shares; 2024Q1: 24,175 shares; 2024Q2: 248,563 shares; 2024Q3: 244,006 shares; 2024Q4: 233,888 shares 233,888 $31.4M 3.53% -10,118 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 149,987 shares; 2023Q4: 148,679 shares; 2024Q1: 146,992 shares; 2024Q2: 144,079 shares; 2024Q3: 142,487 shares; 2024Q4: 140,596 shares 140,596 $30.8M 3.47% -1,891 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 271,112 shares; 2023Q4: 262,317 shares; 2024Q1: 257,135 shares; 2024Q2: 240,840 shares; 2024Q3: 220,322 shares; 2024Q4: 205,355 shares 205,355 $24.1M 2.71% -14,967 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 51,909 shares; 2023Q4: 50,107 shares; 2024Q1: 48,300 shares; 2024Q2: 47,502 shares; 2024Q3: 46,123 shares; 2024Q4: 45,080 shares 45,080 $23.7M 2.67% -1,043 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 197,592 shares; 2024Q1: 204,766 shares; 2024Q2: 281,850 shares; 2024Q3: 287,234 shares; 2024Q4: 286,197 shares 286,197 $23.2M 2.6% -1,037 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 128,300 shares; 2023Q4: 128,304 shares; 2024Q1: 127,190 shares; 2024Q2: 124,666 shares; 2024Q3: 122,654 shares; 2024Q4: 120,291 shares 120,291 $22.8M 2.56% -2,363 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 184,142 shares; 2023Q4: 183,468 shares; 2024Q1: 181,322 shares; 2024Q2: 179,221 shares; 2024Q3: 172,395 shares; 2024Q4: 168,910 shares 168,910 $20.4M 2.29% -3,485 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 44,424 shares; 2023Q4: 43,117 shares; 2024Q1: 41,042 shares; 2024Q2: 39,986 shares; 2024Q3: 37,787 shares; 2024Q4: 36,303 shares 36,303 $18.9M 2.13% -1,484 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 31,586 shares; 2023Q4: 30,073 shares; 2024Q1: 29,388 shares; 2024Q2: 28,486 shares; 2024Q3: 28,099 shares; 2024Q4: 27,266 shares 27,266 $17.1M 1.93% -833 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 93,449 shares; 2023Q4: 92,570 shares; 2024Q1: 89,846 shares; 2024Q2: 90,191 shares; 2024Q3: 87,631 shares; 2024Q4: 87,775 shares 87,775 $15.8M 1.78% +144 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 135,645 shares; 2023Q4: 134,500 shares; 2024Q1: 135,018 shares; 2024Q2: 134,327 shares; 2024Q3: 133,963 shares; 2024Q4: 131,835 shares 131,835 $14.2M 1.6% -2,128 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 62,802 shares; 2023Q4: 62,055 shares; 2024Q1: 61,075 shares; 2024Q2: 59,951 shares; 2024Q3: 57,670 shares; 2024Q4: 56,803 shares 56,803 $14M 1.58% -867 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,802 shares; 2023Q4: 2,778 shares; 2024Q1: 2,920 shares; 2024Q2: 2,946 shares; 2024Q3: 2,887 shares; 2024Q4: 2,803 shares 2,803 $13.9M 1.57% -84 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 83,969 shares; 2023Q4: 98,724 shares; 2024Q1: 98,892 shares; 2024Q2: 105,981 shares; 2024Q3: 103,804 shares; 2024Q4: 104,425 shares 104,425 $13.3M 1.49% +621 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 33,010 shares; 2023Q4: 32,416 shares; 2024Q1: 32,300 shares; 2024Q2: 32,289 shares; 2024Q3: 31,801 shares; 2024Q4: 29,180 shares 29,180 $13M 1.46% -2,621 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 32,308 shares; 2023Q4: 30,887 shares; 2024Q1: 29,843 shares; 2024Q2: 29,809 shares; 2024Q3: 28,842 shares; 2024Q4: 29,351 shares 29,351 $12.8M 1.44% +509 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 42,713 shares; 2023Q4: 42,733 shares; 2024Q1: 43,152 shares; 2024Q2: 43,109 shares; 2024Q3: 43,057 shares; 2024Q4: 42,748 shares 42,748 $12.6M 1.42% -309 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 54,455 shares; 2024Q3: 54,138 shares; 2024Q4: 54,227 shares 54,227 $12.4M 1.4% +89 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 30,554 shares; 2023Q4: 30,101 shares; 2024Q1: 30,675 shares; 2024Q2: 30,600 shares; 2024Q3: 29,165 shares; 2024Q4: 31,941 shares 31,941 $12.2M 1.37% +2,776 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 10,458 shares; 2024Q3: 118,691 shares; 2024Q4: 125,146 shares 125,146 $11.6M 1.3% +6,455 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 10,762 shares; 2024Q4: 10,749 shares 10,749 $11M 1.24% -13 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 91,051 shares; 2023Q4: 90,877 shares; 2024Q1: 162,325 shares; 2024Q2: 163,314 shares; 2024Q3: 159,979 shares; 2024Q4: 444,603 shares 444,603 $10.3M 1.16% +284,624 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 23,179 shares; 2023Q4: 23,611 shares; 2024Q1: 23,581 shares; 2024Q2: 23,757 shares; 2024Q3: 23,582 shares; 2024Q4: 34,137 shares 34,137 $9.89M 1.11% +10,555 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 36,381 shares; 2023Q4: 37,269 shares; 2024Q1: 40,070 shares; 2024Q2: 40,443 shares; 2024Q3: 41,194 shares; 2024Q4: 40,927 shares 40,927 $9.5M 1.07% -267 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 69,953 shares; 2023Q4: 70,321 shares; 2024Q1: 69,783 shares; 2024Q2: 70,069 shares; 2024Q3: 68,414 shares; 2024Q4: 70,313 shares 70,313 $9.4M 1.06% +1,899 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 91,886 shares; 2024Q1: 92,709 shares; 2024Q2: 117,625 shares; 2024Q3: 120,170 shares; 2024Q4: 122,866 shares 122,866 $9.3M 1.05% +2,696 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 22,122 shares; 2023Q4: 23,265 shares; 2024Q1: 22,686 shares; 2024Q2: 22,606 shares; 2024Q3: 22,261 shares; 2024Q4: 21,994 shares 21,994 $9.27M 1.04% -267 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 34,748 shares; 2023Q4: 35,982 shares; 2024Q1: 32,534 shares; 2024Q2: 32,213 shares; 2024Q3: 31,893 shares; 2024Q4: 31,044 shares 31,044 $7.44M 0.84% -849 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 91,672 shares; 2024Q1: 92,276 shares; 2024Q2: 118,227 shares; 2024Q3: 121,099 shares; 2024Q4: 249,424 shares 249,424 $7.41M 0.83% +128,325 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 51,574 shares; 2023Q4: 77,444 shares; 2024Q1: 77,951 shares; 2024Q2: 80,313 shares; 2024Q3: 118,943 shares; 2024Q4: 122,275 shares 122,275 $7.16M 0.8% +3,332 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 45,973 shares; 2023Q4: 66,648 shares; 2024Q1: 68,081 shares; 2024Q2: 68,964 shares; 2024Q3: 68,529 shares; 2024Q4: 69,896 shares 69,896 $7.13M 0.8% +1,367 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 42,935 shares; 2023Q4: 43,198 shares; 2024Q1: 43,463 shares; 2024Q2: 44,210 shares; 2024Q3: 43,413 shares; 2024Q4: 43,278 shares 43,278 $7.09M 0.8% -135 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 54,716 shares; 2023Q4: 54,118 shares; 2024Q1: 53,730 shares; 2024Q2: 51,967 shares; 2024Q3: 48,710 shares; 2024Q4: 45,832 shares 45,832 $5.81M 0.65% -2,878 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 14,382 shares; 2023Q4: 14,903 shares; 2024Q1: 14,170 shares; 2024Q2: 14,119 shares; 2024Q3: 14,277 shares; 2024Q4: 13,736 shares 13,736 $5.55M 0.62% -541 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 39,570 shares; 2023Q4: 37,650 shares; 2024Q1: 39,529 shares; 2024Q2: 39,694 shares; 2024Q3: 39,639 shares; 2024Q4: 27,081 shares 27,081 $5.32M 0.6% -12,558 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 29,465 shares; 2023Q4: 29,210 shares; 2024Q1: 30,254 shares; 2024Q2: 28,065 shares; 2024Q3: 28,065 shares; 2024Q4: 26,992 shares 26,992 $5.14M 0.58% -1,073 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 270,366 shares; 2023Q4: 270,062 shares; 2024Q1: 271,766 shares; 2024Q2: 104,733 shares; 2024Q3: 76,334 shares; 2024Q4: 65,664 shares 65,664 $4.96M 0.56% -10,670 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 625 shares; 2024Q3: 12,201 shares; 2024Q4: 11,957 shares 11,957 $4.82M 0.54% -244 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,121 shares; 2023Q4: 2,135 shares; 2024Q1: 2,111 shares; 2024Q2: 2,086 shares; 2024Q3: 20,901 shares; 2024Q4: 20,016 shares 20,016 $4.64M 0.52% -885 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 13,214 shares; 2023Q4: 13,009 shares; 2024Q1: 12,959 shares; 2024Q2: 12,602 shares; 2024Q3: 10,351 shares; 2024Q4: 10,053 shares 10,053 $4.13M 0.46% -298 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,446 shares; 2023Q4: 7,238 shares; 2024Q1: 7,226 shares; 2024Q2: 8,074 shares; 2024Q3: 7,042 shares; 2024Q4: 6,718 shares 6,718 $3.95M 0.44% -324 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 9,195 shares; 2023Q4: 9,214 shares; 2024Q1: 9,139 shares; 2024Q2: 9,114 shares; 2024Q3: 9,185 shares; 2024Q4: 8,704 shares 8,704 $3.95M 0.44% -481 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 64,654 shares; 2023Q4: 64,001 shares; 2024Q1: 67,050 shares; 2024Q2: 68,187 shares; 2024Q3: 66,528 shares; 2024Q4: 65,199 shares 65,199 $3.86M 0.43% -1,329 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 86,163 shares; 2023Q4: 78,022 shares; 2024Q1: 79,891 shares; 2024Q2: 71,672 shares; 2024Q3: 71,075 shares; 2024Q4: 70,216 shares 70,216 $3.8M 0.43% -859 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,934 shares; 2023Q4: 1,917 shares; 2024Q1: 1,953 shares; 2024Q2: 7,893 shares; 2024Q3: 30,734 shares; 2024Q4: 29,417 shares 29,417 $3.79M 0.43% -1,317 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 17,679 shares; 2023Q4: 16,050 shares; 2024Q1: 15,565 shares; 2024Q2: 15,296 shares; 2024Q3: 15,156 shares; 2024Q4: 18,094 shares 18,094 $3.65M 0.41% +2,938 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,409 shares; 2023Q4: 3,411 shares; 2024Q1: 3,410 shares; 2024Q2: 10,973 shares; 2024Q3: 65,001 shares; 2024Q4: 42,278 shares 42,278 $3.64M 0.41% -22,723 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 50,935 shares; 2023Q4: 48,789 shares; 2024Q1: 42,627 shares; 2024Q2: 42,615 shares; 2024Q3: 30,225 shares; 2024Q4: 31,165 shares 31,165 $3.37M 0.38% +940 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 146,357 shares; 2023Q4: 64,149 shares; 2024Q1: 62,319 shares; 2024Q2: 45,141 shares; 2024Q3: 28,390 shares; 2024Q4: 26,003 shares 26,003 $3.36M 0.38% -2,387 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 20,839 shares; 2023Q4: 20,141 shares; 2024Q1: 21,642 shares; 2024Q2: 24,053 shares; 2024Q3: 23,917 shares; 2024Q4: 23,063 shares 23,063 $3.34M 0.37% -854 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 32,533 shares; 2023Q4: 31,664 shares; 2024Q1: 30,985 shares; 2024Q2: 30,569 shares; 2024Q3: 38,417 shares; 2024Q4: 40,252 shares 40,252 $3.3M 0.37% +1,835 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 46,014 shares; 2023Q4: 44,677 shares; 2024Q1: 44,586 shares; 2024Q2: 44,137 shares; 2024Q3: 43,791 shares; 2024Q4: 38,922 shares 38,922 $2.99M 0.34% -4,869 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 9,897 shares; 2023Q4: 14,133 shares; 2024Q1: 14,523 shares; 2024Q2: 14,857 shares; 2024Q3: 14,070 shares; 2024Q4: 10,141 shares 10,141 $2.95M 0.33% -3,929 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 31,829 shares; 2023Q4: 31,320 shares; 2024Q1: 36,315 shares; 2024Q2: 35,553 shares; 2024Q3: 35,267 shares; 2024Q4: 35,546 shares 35,546 $2.93M 0.33% +279 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 19,401 shares; 2023Q4: 18,535 shares; 2024Q1: 16,368 shares; 2024Q2: 16,409 shares; 2024Q3: 16,245 shares; 2024Q4: 16,356 shares 16,356 $2.91M 0.33% +111 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 48,361 shares; 2023Q4: 41,661 shares; 2024Q1: 41,456 shares; 2024Q2: 60,595 shares; 2024Q3: 60,290 shares; 2024Q4: 59,810 shares 59,810 $2.78M 0.31% -480 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 8,524 shares; 2023Q4: 8,345 shares; 2024Q1: 7,779 shares; 2024Q2: 7,630 shares; 2024Q3: 7,787 shares; 2024Q4: 7,715 shares 7,715 $2.69M 0.3% -72 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 74,829 shares; 2023Q4: 69,816 shares; 2024Q1: 70,136 shares; 2024Q2: 69,930 shares; 2024Q3: 69,820 shares; 2024Q4: 65,100 shares 65,100 $2.6M 0.29% -4,720 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 40,850 shares; 2023Q4: 53,559 shares; 2024Q1: 53,916 shares; 2024Q2: 50,379 shares; 2024Q3: 50,281 shares; 2024Q4: 47,995 shares 47,995 $2.58M 0.29% -2,286 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,231 shares; 2023Q4: 9,517 shares; 2024Q1: 9,458 shares; 2024Q2: 9,104 shares; 2024Q3: 9,100 shares; 2024Q4: 8,247 shares 8,247 $2.47M 0.28% -853 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,747 shares; 2023Q4: 11,722 shares; 2024Q1: 11,589 shares; 2024Q2: 14,022 shares; 2024Q3: 14,275 shares; 2024Q4: 13,873 shares 13,873 $2.46M 0.28% -402 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 22,479 shares; 2023Q4: 22,157 shares; 2024Q1: 23,851 shares; 2024Q2: 23,588 shares; 2024Q3: 22,866 shares; 2024Q4: 22,628 shares 22,628 $2.44M 0.27% -238 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 20,591 shares; 2023Q4: 20,144 shares; 2024Q1: 20,229 shares; 2024Q2: 18,660 shares; 2024Q3: 18,618 shares; 2024Q4: 19,079 shares 19,079 $2.4M 0.27% +461 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 20,010 shares; 2023Q4: 19,582 shares; 2024Q1: 18,449 shares; 2024Q2: 18,345 shares; 2024Q3: 22,885 shares; 2024Q4: 23,665 shares 23,665 $2.35M 0.26% +780 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 22,912 shares; 2023Q4: 22,057 shares; 2024Q1: 22,892 shares; 2024Q2: 22,319 shares; 2024Q3: 28,972 shares; 2024Q4: 26,570 shares 26,570 $2.29M 0.26% -2,402 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,864 shares; 2023Q4: 2,584 shares; 2024Q1: 2,663 shares; 2024Q2: 2,676 shares; 2024Q3: 2,567 shares; 2024Q4: 2,480 shares 2,480 $2.27M 0.26% -87 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 43,455 shares; 2023Q4: 41,725 shares; 2024Q1: 41,182 shares; 2024Q2: 41,042 shares; 2024Q3: 40,206 shares; 2024Q4: 39,890 shares 39,890 $2.26M 0.25% -316 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 14,553 shares; 2024Q3: 14,528 shares; 2024Q4: 14,437 shares 14,437 $2.23M 0.25% -91 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 22,532 shares; 2023Q4: 21,450 shares; 2024Q1: 21,160 shares; 2024Q2: 20,865 shares; 2024Q3: 17,928 shares; 2024Q4: 17,837 shares 17,837 $2.17M 0.24% -91 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,509 shares; 2023Q4: 5,837 shares; 2024Q1: 5,829 shares; 2024Q2: 5,799 shares; 2024Q3: 5,264 shares; 2024Q4: 5,263 shares 5,263 $2.11M 0.24% -1 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 49,857 shares; 2024Q3: 50,023 shares; 2024Q4: 49,561 shares 49,561 $2.1M 0.24% -462 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 14,583 shares; 2024Q4: 13,780 shares 13,780 $2.1M 0.24% -803 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 19,006 shares; 2023Q4: 20,328 shares; 2024Q1: 22,204 shares; 2024Q2: 21,913 shares; 2024Q3: 21,860 shares; 2024Q4: 22,387 shares 22,387 $2M 0.22% +527 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 83,527 shares; 2023Q4: 85,579 shares; 2024Q1: 92,285 shares; 2024Q2: 88,680 shares; 2024Q3: 29,650 shares; 2024Q4: 26,000 shares 26,000 $1.97M 0.22% -3,650 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,305 shares; 2023Q4: 5,420 shares; 2024Q1: 5,439 shares; 2024Q2: 5,314 shares; 2024Q3: 5,407 shares; 2024Q4: 5,330 shares 5,330 $1.92M 0.22% -77 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 87,071 shares; 2023Q4: 85,571 shares; 2024Q1: 50,550 shares; 2024Q2: 48,153 shares; 2024Q3: 47,648 shares; 2024Q4: 46,023 shares 46,023 $1.9M 0.21% -1,625 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 9,016 shares; 2023Q4: 8,416 shares; 2024Q1: 8,419 shares; 2024Q2: 8,147 shares; 2024Q3: 8,544 shares; 2024Q4: 8,548 shares 8,548 $1.88M 0.21% +4 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 17,929 shares; 2023Q4: 18,235 shares; 2024Q1: 17,757 shares; 2024Q2: 17,611 shares; 2024Q3: 17,316 shares; 2024Q4: 17,198 shares 17,198 $1.85M 0.21% -118 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,588 shares; 2023Q4: 4,217 shares; 2024Q1: 4,134 shares; 2024Q2: 4,021 shares; 2024Q3: 3,864 shares; 2024Q4: 3,500 shares 3,500 $1.82M 0.2% -364 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,004 shares; 2023Q4: 2,034 shares; 2024Q1: 2,164 shares; 2024Q2: 2,099 shares; 2024Q3: 2,030 shares; 2024Q4: 2,000 shares 2,000 $1.78M 0.2% -30 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,998 shares; 2023Q4: 3,167 shares; 2024Q1: 3,178 shares; 2024Q2: 2,894 shares; 2024Q3: 2,739 shares; 2024Q4: 3,008 shares 3,008 $1.76M 0.2% +269 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 30,426 shares; 2023Q4: 29,193 shares; 2024Q1: 28,658 shares; 2024Q2: 34,845 shares; 2024Q3: 34,320 shares; 2024Q4: 31,980 shares 31,980 $1.74M 0.2% -2,340 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 19,029 shares; 2023Q4: 18,531 shares; 2024Q1: 18,711 shares; 2024Q2: 18,046 shares; 2024Q3: 18,506 shares; 2024Q4: 19,133 shares 19,133 $1.74M 0.2% +627 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 5,142 shares; 2024Q1: 4,997 shares; 2024Q2: 4,861 shares; 2024Q3: 5,620 shares; 2024Q4: 5,437 shares 5,437 $1.72M 0.19% -183 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,532 shares; 2023Q4: 1,640 shares; 2024Q1: 1,693 shares; 2024Q2: 1,713 shares; 2024Q3: 1,622 shares; 2024Q4: 2,217 shares 2,217 $1.71M 0.19% +595 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 27,527 shares; 2023Q4: 27,983 shares; 2024Q1: 27,614 shares; 2024Q2: 27,884 shares; 2024Q3: 27,835 shares; 2024Q4: 25,617 shares 25,617 $1.63M 0.18% -2,218 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 10,150 shares; 2023Q4: 10,075 shares; 2024Q1: 10,005 shares; 2024Q2: 9,862 shares; 2024Q3: 9,705 shares; 2024Q4: 8,551 shares 8,551 $1.6M 0.18% -1,154 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 12,368 shares; 2023Q4: 11,936 shares; 2024Q1: 11,690 shares; 2024Q2: 11,495 shares; 2024Q3: 12,075 shares; 2024Q4: 11,785 shares 11,785 $1.54M 0.17% -290 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,597 shares; 2023Q4: 4,566 shares; 2024Q1: 4,512 shares; 2024Q2: 4,532 shares; 2024Q3: 4,353 shares; 2024Q4: 7,738 shares 7,738 $1.53M 0.17% +3,385 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 33,582 shares; 2023Q4: 34,400 shares; 2024Q1: 33,969 shares; 2024Q2: 33,763 shares; 2024Q3: 33,737 shares; 2024Q4: 10,679 shares 10,679 $1.5M 0.17% -23,058 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 30,816 shares; 2023Q4: 13,996 shares; 2024Q1: 11,625 shares; 2024Q2: 8,721 shares; 2024Q3: 7,154 shares; 2024Q4: 6,083 shares 6,083 $1.46M 0.16% -1,071 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 13,146 shares; 2023Q4: 13,527 shares; 2024Q1: 13,401 shares; 2024Q2: 12,801 shares; 2024Q3: 12,394 shares; 2024Q4: 12,222 shares 12,222 $1.41M 0.16% -172 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 11,710 shares; 2023Q4: 11,616 shares; 2024Q1: 10,421 shares; 2024Q2: 10,090 shares; 2024Q3: 9,828 shares; 2024Q4: 9,270 shares 9,270 $1.41M 0.16% -558 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 11,417 shares; 2023Q4: 11,127 shares; 2024Q1: 10,054 shares; 2024Q2: 9,875 shares; 2024Q3: 9,714 shares; 2024Q4: 9,418 shares 9,418 $1.4M 0.16% -296 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,886 shares; 2023Q4: 3,341 shares; 2024Q1: 2,813 shares; 2024Q2: 2,752 shares; 2024Q3: 2,230 shares; 2024Q4: 2,368 shares 2,368 $1.39M 0.16% +138 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 70,655 shares; 2023Q4: 17,648 shares; 2024Q1: 17,007 shares; 2024Q2: 11,417 shares; 2024Q3: 9,911 shares; 2024Q4: 8,553 shares 8,553 $1.38M 0.16% -1,358 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,990 shares; 2023Q4: 4,929 shares; 2024Q1: 4,724 shares; 2024Q2: 4,724 shares; 2024Q3: 4,724 shares; 2024Q4: 4,724 shares 4,724 $1.38M 0.16% 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 23,621 shares; 2023Q4: 22,229 shares; 2024Q1: 21,859 shares; 2024Q2: 26,482 shares; 2024Q3: 27,029 shares; 2024Q4: 27,134 shares 27,134 $1.3M 0.15% +105 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,993 shares; 2023Q4: 6,893 shares; 2024Q1: 6,896 shares; 2024Q2: 7,093 shares; 2024Q3: 7,302 shares; 2024Q4: 7,422 shares 7,422 $1.24M 0.14% +120 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 14,444 shares; 2023Q4: 14,094 shares; 2024Q1: 13,300 shares; 2024Q2: 13,046 shares; 2024Q3: 11,920 shares; 2024Q4: 9,624 shares 9,624 $1.21M 0.14% -2,296 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 8,955 shares; 2023Q4: 7,225 shares; 2024Q1: 4,458 shares; 2024Q2: 3,729 shares; 2024Q3: 1,155 shares; 2024Q4: 3,065 shares 3,065 $1.21M 0.14% +1,910 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,046 shares; 2023Q4: 4,065 shares; 2024Q1: 4,021 shares; 2024Q2: 4,074 shares; 2024Q3: 3,822 shares; 2024Q4: 3,729 shares 3,729 $1.18M 0.13% -93 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,813 shares; 2023Q4: 2,305 shares; 2024Q1: 2,271 shares; 2024Q2: 1,903 shares; 2024Q3: 3,914 shares; 2024Q4: 3,789 shares 3,789 $1.12M 0.13% -125 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 41,425 shares; 2023Q4: 41,240 shares; 2024Q1: 19,300 shares; 2024Q2: 13,683 shares; 2024Q3: 13,429 shares; 2024Q4: 38,461 shares 38,461 $1.07M 0.12% +25,032 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,159 shares; 2023Q4: 2,203 shares; 2024Q1: 2,420 shares; 2024Q2: 2,416 shares; 2024Q3: 2,100 shares; 2024Q4: 2,060 shares 2,060 $1.04M 0.12% -40 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,351 shares; 2023Q4: 2,395 shares; 2024Q1: 2,882 shares; 2024Q2: 3,539 shares; 2024Q3: 3,626 shares; 2024Q4: 3,658 shares 3,658 $1.04M 0.12% +32 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,135 shares; 2023Q4: 3,055 shares; 2024Q1: 2,978 shares; 2024Q2: 3,159 shares; 2024Q3: 3,237 shares; 2024Q4: 3,112 shares 3,112 $1.03M 0.12% -125 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,980 shares; 2024Q2: 4,980 shares; 2024Q3: 5,010 shares; 2024Q4: 8,100 shares 8,100 $1.02M 0.11% +3,090 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 906 shares; 2024Q4: 3,061 shares 3,061 $1.01M 0.11% +2,155 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 9,838 shares; 2023Q4: 9,963 shares; 2024Q1: 9,652 shares; 2024Q2: 9,532 shares; 2024Q3: 9,752 shares; 2024Q4: 9,007 shares 9,007 $1M 0.11% -745 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,384 shares; 2023Q4: 4,807 shares; 2024Q1: 7,327 shares; 2024Q2: 7,302 shares; 2024Q3: 10,747 shares; 2024Q4: 10,682 shares 10,682 $985K 0.11% -65 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 690 shares; 2023Q4: 682 shares; 2024Q1: 699 shares; 2024Q2: 717 shares; 2024Q3: 1,751 shares; 2024Q4: 1,505 shares 1,505 $948K 0.11% -246 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,336 shares; 2023Q4: 1,985 shares; 2024Q1: 1,980 shares; 2024Q2: 1,955 shares; 2024Q3: 1,855 shares; 2024Q4: 1,828 shares 1,828 $934K 0.11% -27 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,708 shares; 2023Q4: 1,945 shares; 2024Q1: 2,143 shares; 2024Q2: 2,157 shares; 2024Q3: 1,949 shares; 2024Q4: 1,872 shares 1,872 $932K 0.1% -77 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,180 shares; 2023Q4: 2,484 shares; 2024Q1: 2,834 shares; 2024Q2: 2,837 shares; 2024Q3: 2,659 shares; 2024Q4: 5,094 shares 5,094 $927K 0.1% +2,435 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,710 shares; 2023Q4: 2,705 shares; 2024Q1: 2,705 shares; 2024Q2: 2,515 shares; 2024Q3: 3,694 shares; 2024Q4: 3,814 shares 3,814 $897K 0.1% +120 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,818 shares; 2023Q4: 6,818 shares; 2024Q1: 6,782 shares; 2024Q2: 6,671 shares; 2024Q3: 6,074 shares; 2024Q4: 5,197 shares 5,197 $896K 0.1% -877 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,026 shares; 2023Q4: 4,134 shares; 2024Q1: 3,782 shares; 2024Q2: 3,819 shares; 2024Q3: 3,800 shares; 2024Q4: 3,433 shares 3,433 $895K 0.1% -367 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,372 shares; 2023Q4: 1,602 shares; 2024Q1: 3,236 shares; 2024Q2: 3,233 shares; 2024Q3: 3,211 shares; 2024Q4: 3,201 shares 3,201 $893K 0.1% -10 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,003 shares; 2023Q4: 1,003 shares; 2024Q1: 1,006 shares; 2024Q2: 1,138 shares; 2024Q3: 1,401 shares; 2024Q4: 1,769 shares 1,769 $859K 0.1% +368 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 46,354 shares; 2023Q4: 40,881 shares; 2024Q1: 43,425 shares; 2024Q2: 43,293 shares; 2024Q3: 42,699 shares; 2024Q4: 25,914 shares 25,914 $848K 0.1% -16,785 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,038 shares; 2023Q4: 4,038 shares; 2024Q1: 4,105 shares; 2024Q2: 3,983 shares; 2024Q3: 3,844 shares; 2024Q4: 3,720 shares 3,720 $840K 0.09% -124 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 733 shares; 2023Q4: 1,048 shares; 2024Q1: 1,769 shares; 2024Q2: 1,774 shares; 2024Q3: 1,976 shares; 2024Q4: 1,968 shares 1,968 $836K 0.09% -8 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,004 shares; 2023Q4: 2,931 shares; 2024Q1: 3,548 shares; 2024Q2: 3,838 shares; 2024Q3: 3,942 shares; 2024Q4: 3,852 shares 3,852 $810K 0.09% -90 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,984 shares; 2023Q4: 4,067 shares; 2024Q1: 4,034 shares; 2024Q2: 4,274 shares; 2024Q3: 5,076 shares; 2024Q4: 4,757 shares 4,757 $793K 0.09% -319 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,094 shares; 2023Q4: 6,181 shares; 2024Q1: 6,165 shares; 2024Q2: 6,171 shares; 2024Q3: 6,007 shares; 2024Q4: 5,475 shares 5,475 $793K 0.09% -532 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,925 shares; 2023Q4: 7,825 shares; 2024Q1: 7,825 shares; 2024Q2: 7,894 shares; 2024Q3: 7,625 shares; 2024Q4: 7,625 shares 7,625 $774K 0.09% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 14,800 shares; 2024Q4: 14,110 shares 14,110 $773K 0.09% -690 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,405 shares; 2023Q4: 2,680 shares; 2024Q1: 2,394 shares; 2024Q2: 2,386 shares; 2024Q3: 2,249 shares; 2024Q4: 2,220 shares 2,220 $755K 0.08% -29 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 93 shares; 2024Q1: 91 shares; 2024Q2: 4,840 shares; 2024Q3: 12,813 shares; 2024Q4: 12,289 shares 12,289 $741K 0.08% -524 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 986 shares; 2023Q4: 1,381 shares; 2024Q1: 1,591 shares; 2024Q2: 1,687 shares; 2024Q3: 1,977 shares; 2024Q4: 1,959 shares 1,959 $727K 0.08% -18 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 640 shares; 2023Q4: 520 shares; 2024Q1: 1,551 shares; 2024Q2: 1,548 shares; 2024Q3: 1,646 shares; 2024Q4: 1,639 shares 1,639 $694K 0.08% -7 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 17,147 shares; 2023Q4: 16,361 shares; 2024Q1: 16,061 shares; 2024Q2: 16,061 shares; 2024Q3: 15,646 shares; 2024Q4: 15,645 shares 15,645 $688K 0.08% -1 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 12,923 shares; 2023Q4: 12,312 shares; 2024Q1: 11,997 shares; 2024Q2: 11,997 shares; 2024Q3: 10,661 shares; 2024Q4: 9,586 shares 9,586 $687K 0.08% -1,075 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,865 shares; 2023Q4: 2,984 shares; 2024Q1: 3,031 shares; 2024Q2: 3,153 shares; 2024Q3: 3,196 shares; 2024Q4: 3,046 shares 3,046 $684K 0.08% -150 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 19,380 shares; 2023Q4: 19,380 shares; 2024Q1: 19,446 shares; 2024Q2: 19,446 shares; 2024Q3: 19,536 shares; 2024Q4: 19,608 shares 19,608 $681K 0.08% +72 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 11,867 shares; 2023Q4: 11,801 shares; 2024Q1: 11,201 shares; 2024Q2: 9,926 shares; 2024Q3: 9,926 shares; 2024Q4: 9,904 shares 9,904 $676K 0.08% -22 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,195 shares; 2023Q4: 2,967 shares; 2024Q1: 9,501 shares; 2024Q2: 9,352 shares; 2024Q3: 7,380 shares; 2024Q4: 7,380 shares 7,380 $667K 0.07% 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,171 shares; 2023Q4: 2,991 shares; 2024Q1: 4,069 shares; 2024Q2: 4,130 shares; 2024Q3: 3,959 shares; 2024Q4: 3,513 shares 3,513 $644K 0.07% -446 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,370 shares; 2024Q4: 3,370 shares 3,370 $643K 0.07% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,150 shares; 2023Q4: 6,975 shares; 2024Q1: 6,950 shares; 2024Q2: 6,990 shares; 2024Q3: 6,605 shares; 2024Q4: 6,070 shares 6,070 $642K 0.07% -535 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,089 shares; 2023Q4: 3,089 shares; 2024Q1: 3,074 shares; 2024Q2: 3,056 shares; 2024Q3: 2,930 shares; 2024Q4: 2,904 shares 2,904 $642K 0.07% -26 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,727 shares; 2024Q4: 3,657 shares 3,657 $630K 0.07% -70 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,404 shares; 2023Q4: 1,680 shares; 2024Q1: 1,681 shares; 2024Q2: 1,680 shares; 2024Q3: 1,744 shares; 2024Q4: 1,734 shares 1,734 $629K 0.07% -10 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,525 shares; 2023Q4: 6,525 shares; 2024Q1: 6,525 shares; 2024Q2: 6,525 shares; 2024Q3: 6,525 shares; 2024Q4: 6,525 shares 6,525 $616K 0.07% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,259 shares; 2023Q4: 4,092 shares; 2024Q1: 4,053 shares; 2024Q2: 3,990 shares; 2024Q3: 4,270 shares; 2024Q4: 3,646 shares 3,646 $611K 0.07% -624 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,163 shares; 2023Q4: 3,047 shares; 2024Q1: 3,047 shares; 2024Q2: 3,047 shares; 2024Q3: 2,917 shares; 2024Q4: 2,917 shares 2,917 $599K 0.07% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 10,400 shares; 2023Q4: 10,400 shares; 2024Q1: 10,400 shares; 2024Q2: 10,400 shares; 2024Q3: 10,400 shares; 2024Q4: 10,400 shares 10,400 $597K 0.07% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,940 shares; 2023Q4: 3,890 shares; 2024Q1: 4,340 shares; 2024Q2: 4,803 shares; 2024Q3: 4,555 shares; 2024Q4: 4,685 shares 4,685 $589K 0.07% +130 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 9,588 shares; 2023Q4: 9,560 shares; 2024Q1: 12,173 shares; 2024Q2: 11,541 shares; 2024Q3: 11,347 shares; 2024Q4: 22,696 shares 22,696 $587K 0.07% +11,349 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,229 shares; 2023Q4: 2,653 shares; 2024Q1: 2,656 shares; 2024Q2: 2,659 shares; 2024Q3: 2,502 shares; 2024Q4: 2,504 shares 2,504 $582K 0.07% +2 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,193 shares; 2023Q4: 4,509 shares; 2024Q1: 4,426 shares; 2024Q2: 4,275 shares; 2024Q3: 4,674 shares; 2024Q4: 4,984 shares 4,984 $564K 0.06% +310 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,283 shares; 2024Q2: 5,853 shares; 2024Q3: 6,108 shares; 2024Q4: 6,266 shares 6,266 $560K 0.06% +158 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 29,219 shares; 2023Q4: 25,684 shares; 2024Q1: 63,407 shares; 2024Q2: 62,912 shares; 2024Q3: 61,372 shares; 2024Q4: 24,019 shares 24,019 $557K 0.06% -37,353 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,832 shares; 2023Q4: 2,676 shares; 2024Q1: 2,667 shares; 2024Q2: 2,501 shares; 2024Q3: 2,588 shares; 2024Q4: 2,517 shares 2,517 $556K 0.06% -71 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 860 shares; 2024Q4: 7,575 shares 7,575 $547K 0.06% +6,715 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9,220 shares 9,220 $543K 0.06% 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,133 shares; 2023Q4: 6,208 shares; 2024Q1: 6,635 shares; 2024Q2: 7,100 shares; 2024Q3: 9,100 shares; 2024Q4: 9,120 shares 9,120 $535K 0.06% +20 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,571 shares; 2023Q4: 1,641 shares; 2024Q1: 1,782 shares; 2024Q2: 2,327 shares; 2024Q3: 2,825 shares; 2024Q4: 2,857 shares 2,857 $528K 0.06% +32 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,142 shares; 2023Q4: 7,142 shares; 2024Q1: 7,165 shares; 2024Q2: 7,242 shares; 2024Q3: 7,415 shares; 2024Q4: 7,193 shares 7,193 $521K 0.06% -222 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 726 shares; 2024Q2: 888 shares; 2024Q3: 1,095 shares; 2024Q4: 1,139 shares 1,139 $517K 0.06% +44 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,034 shares; 2024Q4: 988 shares 988 $510K 0.06% -46 Timeline 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 67,812 shares; 2024Q4: 24,234 shares 24,234 $510K 0.06% -43,578 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,252 shares; 2023Q4: 1,148 shares; 2024Q1: 1,119 shares; 2024Q2: 979 shares; 2024Q3: 919 shares; 2024Q4: 940 shares 940 $506K 0.06% +21 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,099 shares; 2023Q4: 7,099 shares; 2024Q1: 7,099 shares; 2024Q2: 6,903 shares; 2024Q3: 8,205 shares; 2024Q4: 8,535 shares 8,535 $505K 0.06% +330 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,806 shares; 2024Q2: 1,826 shares; 2024Q3: 1,769 shares; 2024Q4: 1,759 shares 1,759 $503K 0.06% -10 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 744 shares; 2023Q4: 874 shares; 2024Q1: 917 shares; 2024Q2: 836 shares; 2024Q3: 942 shares; 2024Q4: 872 shares 872 $499K 0.06% -70 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,017 shares; 2023Q4: 1,404 shares; 2024Q1: 1,472 shares; 2024Q2: 1,199 shares; 2024Q3: 1,213 shares; 2024Q4: 1,221 shares 1,221 $475K 0.05% +8 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,671 shares; 2023Q4: 2,553 shares; 2024Q1: 2,257 shares; 2024Q2: 2,201 shares; 2024Q3: 2,435 shares; 2024Q4: 2,438 shares 2,438 $458K 0.05% +3 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 9,219 shares; 2023Q4: 4,663 shares; 2024Q1: 3,738 shares; 2024Q2: 3,423 shares; 2024Q3: 3,423 shares; 2024Q4: 1,996 shares 1,996 $451K 0.05% -1,427 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 15,050 shares; 2024Q1: 16,700 shares; 2024Q2: 18,300 shares; 2024Q3: 18,952 shares; 2024Q4: 19,190 shares 19,190 $437K 0.05% +238 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,262 shares; 2023Q4: 3,162 shares; 2024Q1: 3,119 shares; 2024Q2: 2,642 shares; 2024Q3: 2,642 shares; 2024Q4: 2,332 shares 2,332 $432K 0.05% -310 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,978 shares; 2023Q4: 2,549 shares; 2024Q1: 2,422 shares; 2024Q2: 2,347 shares; 2024Q3: 2,447 shares; 2024Q4: 3,346 shares 3,346 $430K 0.05% +899 Timeline MZTI MARZETTI COMPANY More: the full row for MARZETTI COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,650 shares; 2023Q4: 2,650 shares; 2024Q1: 2,400 shares; 2024Q2: 2,400 shares; 2024Q3: 2,400 shares; 2024Q4: 2,400 shares 2,400 $416K 0.05% 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,530 shares; 2023Q4: 5,530 shares; 2024Q1: 4,430 shares; 2024Q2: 4,430 shares; 2024Q3: 4,413 shares; 2024Q4: 4,413 shares 4,413 $409K 0.05% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,944 shares; 2023Q4: 2,571 shares; 2024Q1: 3,730 shares; 2024Q2: 3,859 shares; 2024Q3: 3,744 shares; 2024Q4: 3,106 shares 3,106 $408K 0.05% -638 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,156 shares; 2023Q4: 1,976 shares; 2024Q1: 2,404 shares; 2024Q2: 2,439 shares; 2024Q3: 3,074 shares; 2024Q4: 2,409 shares 2,409 $408K 0.05% -665 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,720 shares; 2023Q4: 2,710 shares; 2024Q1: 2,700 shares; 2024Q2: 2,695 shares; 2024Q3: 2,690 shares; 2024Q4: 2,690 shares 2,690 $407K 0.05% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 8,672 shares; 2023Q4: 8,672 shares; 2024Q1: 8,513 shares; 2024Q2: 8,504 shares; 2024Q3: 7,719 shares; 2024Q4: 6,463 shares 6,463 $402K 0.05% -1,256 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 852 shares; 2023Q4: 1,152 shares; 2024Q1: 1,149 shares; 2024Q2: 1,134 shares; 2024Q3: 1,089 shares; 2024Q4: 1,089 shares 1,089 $391K 0.04% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 758 shares; 2024Q3: 979 shares; 2024Q4: 981 shares 981 $379K 0.04% +2 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,723 shares; 2023Q4: 3,168 shares; 2024Q1: 3,168 shares; 2024Q2: 3,168 shares; 2024Q3: 3,177 shares; 2024Q4: 3,240 shares 3,240 $373K 0.04% +63 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 8,505 shares; 2023Q4: 8,490 shares; 2024Q1: 8,766 shares; 2024Q2: 8,326 shares; 2024Q3: 8,498 shares; 2024Q4: 7,808 shares 7,808 $371K 0.04% -690 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,398 shares; 2023Q4: 2,401 shares; 2024Q1: 2,161 shares; 2024Q2: 2,161 shares; 2024Q3: 1,917 shares; 2024Q4: 1,524 shares 1,524 $369K 0.04% -393 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,128 shares; 2024Q3: 2,163 shares; 2024Q4: 2,208 shares 2,208 $365K 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,495 shares; 2023Q4: 1,470 shares; 2024Q1: 1,420 shares; 2024Q2: 1,420 shares; 2024Q3: 1,345 shares; 2024Q4: 1,245 shares 1,245 $364K 0.04% -100 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,760 shares; 2023Q4: 1,717 shares; 2024Q1: 1,725 shares; 2024Q2: 1,498 shares; 2024Q3: 2,063 shares; 2024Q4: 2,211 shares 2,211 $360K 0.04% +148 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,512 shares; 2023Q4: 1,512 shares; 2024Q1: 1,512 shares; 2024Q2: 1,512 shares; 2024Q3: 1,512 shares; 2024Q4: 1,512 shares 1,512 $359K 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 871 shares; 2023Q4: 871 shares; 2024Q1: 4,355 shares; 2024Q2: 5,885 shares; 2024Q3: 5,225 shares; 2024Q4: 5,329 shares 5,329 $332K 0.04% +104 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,225 shares; 2024Q2: 1,748 shares; 2024Q3: 1,598 shares; 2024Q4: 1,540 shares 1,540 $328K 0.04% -58 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,675 shares; 2024Q3: 11,970 shares; 2024Q4: 12,800 shares 12,800 $326K 0.04% +830 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,700 shares; 2023Q4: 1,700 shares; 2024Q1: 1,700 shares; 2024Q2: 1,700 shares; 2024Q3: 1,700 shares; 2024Q4: 1,721 shares 1,721 $321K 0.04% +21 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 5,345 shares; 2024Q1: 5,053 shares; 2024Q2: 4,853 shares; 2024Q3: 4,575 shares; 2024Q4: 4,575 shares 4,575 $321K 0.04% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 13,699 shares; 2023Q4: 13,566 shares; 2024Q1: 14,016 shares; 2024Q2: 14,378 shares; 2024Q3: 1,891 shares; 2024Q4: 977 shares 977 $320K 0.04% -914 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 454 shares; 2023Q4: 484 shares; 2024Q1: 504 shares; 2024Q2: 524 shares; 2024Q3: 582 shares; 2024Q4: 609 shares 609 $317K 0.04% +27 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 9,480 shares; 2023Q4: 9,480 shares; 2024Q1: 9,480 shares; 2024Q2: 9,480 shares; 2024Q3: 9,480 shares; 2024Q4: 9,480 shares 9,480 $306K 0.03% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,236 shares; 2023Q4: 2,236 shares; 2024Q1: 2,236 shares; 2024Q2: 2,236 shares; 2024Q3: 2,172 shares; 2024Q4: 2,156 shares 2,156 $301K 0.03% -16 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 296 shares; 2024Q3: 284 shares; 2024Q4: 282 shares 282 $299K 0.03% -2 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 8,000 shares; 2023Q4: 8,000 shares; 2024Q1: 8,000 shares; 2024Q2: 8,000 shares; 2024Q3: 8,000 shares; 2024Q4: 8,000 shares 8,000 $295K 0.03% 0 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 3,495 shares; 2024Q1: 3,850 shares; 2024Q2: 5,045 shares; 2024Q3: 5,320 shares; 2024Q4: 4,855 shares 4,855 $294K 0.03% -465 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,875 shares; 2023Q4: 3,875 shares; 2024Q1: 3,880 shares; 2024Q2: 3,005 shares; 2024Q3: 3,054 shares; 2024Q4: 3,054 shares 3,054 $292K 0.03% 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 833 shares; 2024Q2: 833 shares; 2024Q3: 852 shares; 2024Q4: 822 shares 822 $275K 0.03% -30 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 44,818 shares; 2023Q4: 15,521 shares; 2024Q1: 15,256 shares; 2024Q2: 13,289 shares; 2024Q3: 13,256 shares; 2024Q4: 9,953 shares 9,953 $264K 0.03% -3,303 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,231 shares; 2023Q4: 3,231 shares; 2024Q1: 3,231 shares; 2024Q2: 3,231 shares; 2024Q3: 3,333 shares; 2024Q4: 3,462 shares 3,462 $264K 0.03% +129 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 985 shares; 2024Q1: 948 shares; 2024Q2: 948 shares; 2024Q3: 948 shares; 2024Q4: 948 shares 948 $262K 0.03% 0 Timeline AVNT AVIENT CORPORATION More: the full row for AVIENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,513 shares; 2024Q3: 6,308 shares; 2024Q4: 6,329 shares 6,329 $259K 0.03% +21 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 30,706 shares; 2023Q4: 30,178 shares; 2024Q1: 6,149 shares; 2024Q2: 5,671 shares; 2024Q3: 4,431 shares; 2024Q4: 3,715 shares 3,715 $256K 0.03% -716 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 3,162 shares; 2024Q1: 3,162 shares; 2024Q2: 3,132 shares; 2024Q3: 3,161 shares; 2024Q4: 2,401 shares 2,401 $255K 0.03% -760 Timeline MNRO MONRO INC More: the full row for MONRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 10,311 shares; 2023Q4: 10,311 shares; 2024Q1: 10,011 shares; 2024Q2: 10,011 shares; 2024Q3: 10,011 shares; 2024Q4: 10,011 shares 10,011 $248K 0.03% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,233 shares 2,233 $247K 0.03% new 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,899 shares; 2023Q4: 6,907 shares; 2024Q1: 6,913 shares; 2024Q2: 6,783 shares; 2024Q3: 3,216 shares; 2024Q4: 8,982 shares 8,982 $245K 0.03% +5,766 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 4,240 shares; 2024Q1: 4,240 shares; 2024Q2: 4,468 shares; 2024Q3: 4,240 shares; 2024Q4: 4,240 shares 4,240 $243K 0.03% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 381 shares; 2024Q4: 381 shares 381 $242K 0.03% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 1,405 shares; 2024Q1: 1,405 shares; 2024Q2: 1,405 shares; 2024Q3: 1,405 shares; 2024Q4: 1,405 shares 1,405 $241K 0.03% 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,820 shares; 2024Q4: 1,820 shares 1,820 $239K 0.03% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 771 shares; 2024Q1: 771 shares; 2024Q2: 771 shares; 2024Q3: 741 shares; 2024Q4: 741 shares 741 $239K 0.03% 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,160 shares; 2023Q4: 1,160 shares; 2024Q1: 1,160 shares; 2024Q2: 1,160 shares; 2024Q3: 1,160 shares; 2024Q4: 1,160 shares 1,160 $238K 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,720 shares; 2023Q4: 1,710 shares; 2024Q1: 1,700 shares; 2024Q2: 1,630 shares; 2024Q3: 1,605 shares; 2024Q4: 1,525 shares 1,525 $233K 0.03% -80 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,405 shares; 2023Q4: 1,370 shares; 2024Q1: 1,370 shares; 2024Q2: 1,148 shares; 2024Q3: 1,121 shares; 2024Q4: 1,021 shares 1,021 $233K 0.03% -100 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 408 shares 408 $233K 0.03% new 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 454 shares; 2024Q3: 663 shares; 2024Q4: 611 shares 611 $225K 0.03% -52 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,886 shares 2,886 $219K 0.02% new 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,865 shares; 2023Q4: not reported; 2024Q1: 3,150 shares; 2024Q2: not reported; 2024Q3: 2,675 shares; 2024Q4: 2,507 shares 2,507 $214K 0.02% -168 Timeline BBWI BATH & BODY WORKS INC More: the full row for BATH & BODY WORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,430 shares 5,430 $211K 0.02% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,073 shares; 2023Q4: 3,476 shares; 2024Q1: 3,477 shares; 2024Q2: 3,478 shares; 2024Q3: not reported; 2024Q4: 2,705 shares 2,705 $200K 0.02% new Timeline