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: restricted; 2023Q4: 158,957 shares; 2024Q1: 158,377 shares; 2024Q2: not loaded; 2024Q3: 155,251 shares 155,251 $58.3M 23.28% 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: restricted; 2023Q4: 241,966 shares; 2024Q1: 249,131 shares; 2024Q2: not loaded; 2024Q3: 255,026 shares 255,026 $48.4M 19.34% 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: restricted; 2023Q4: 465,298 shares; 2024Q1: 484,385 shares; 2024Q2: not loaded; 2024Q3: 499,939 shares 499,939 $26.4M 10.55% 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: restricted; 2023Q4: 136,592 shares; 2024Q1: 138,126 shares; 2024Q2: not loaded; 2024Q3: 139,538 shares 139,538 $16.4M 6.54% 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: restricted; 2023Q4: 110,050 shares; 2024Q1: 113,138 shares; 2024Q2: not loaded; 2024Q3: 115,561 shares 115,561 $15.3M 6.11% Timeline IWO 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: restricted; 2023Q4: 33,223 shares; 2024Q1: 34,322 shares; 2024Q2: not loaded; 2024Q3: 35,087 shares 35,087 $9.96M 3.98% Timeline IWN 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: restricted; 2023Q4: 54,306 shares; 2024Q1: 56,195 shares; 2024Q2: not loaded; 2024Q3: 57,559 shares 57,559 $9.6M 3.84% Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 179,786 shares; 2024Q1: 187,793 shares; 2024Q2: not loaded; 2024Q3: 191,939 shares 191,939 $9.18M 3.67% Timeline IXUS 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: restricted; 2023Q4: 90,714 shares; 2024Q1: 92,022 shares; 2024Q2: not loaded; 2024Q3: 91,630 shares 91,630 $6.66M 2.66% Timeline 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: restricted; 2023Q4: 20,123 shares; 2024Q1: 20,435 shares; 2024Q2: not loaded; 2024Q3: 20,655 shares 20,655 $4.81M 1.92% 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: restricted; 2023Q4: 14,334 shares; 2024Q1: 13,907 shares; 2024Q2: not loaded; 2024Q3: 14,044 shares 14,044 $3.67M 1.47% Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 24,872 shares; 2024Q1: 24,864 shares; 2024Q2: not loaded; 2024Q3: 24,555 shares 24,555 $3.49M 1.39% 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: restricted; 2023Q4: 4,358 shares; 2024Q1: 4,481 shares; 2024Q2: not loaded; 2024Q3: 4,590 shares 4,590 $1.98M 0.79% Timeline SPTM 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: restricted; 2023Q4: 21,375 shares; 2024Q1: 20,822 shares; 2024Q2: not loaded; 2024Q3: 20,833 shares 20,833 $1.46M 0.58% 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: restricted; 2023Q4: 14,070 shares; 2024Q1: 14,070 shares; 2024Q2: not loaded; 2024Q3: 13,820 shares 13,820 $1.37M 0.55% 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: restricted; 2023Q4: 3,945 shares; 2024Q1: 4,625 shares; 2024Q2: not loaded; 2024Q3: 4,796 shares 4,796 $1.36M 0.54% 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: restricted; 2023Q4: 2,172 shares; 2024Q1: 2,159 shares; 2024Q2: not loaded; 2024Q3: 2,102 shares 2,102 $1.31M 0.52% 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: restricted; 2023Q4: 6,511 shares; 2024Q1: 6,605 shares; 2024Q2: not loaded; 2024Q3: 6,603 shares 6,603 $1.15M 0.46% Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 17,043 shares; 2024Q1: 17,043 shares; 2024Q2: not loaded; 2024Q3: 12,604 shares 12,604 $947K 0.38% 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: restricted; 2023Q4: 7,559 shares; 2024Q1: 7,579 shares; 2024Q2: not loaded; 2024Q3: 7,626 shares 7,626 $894K 0.36% 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: restricted; 2023Q4: 1,287 shares; 2024Q1: 1,291 shares; 2024Q2: not loaded; 2024Q3: 1,292 shares 1,292 $741K 0.3% 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: restricted; 2023Q4: 4,381 shares; 2024Q1: 4,143 shares; 2024Q2: not loaded; 2024Q3: 4,293 shares 4,293 $718K 0.29% 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: restricted; 2023Q4: 472 shares; 2024Q1: 486 shares; 2024Q2: not loaded; 2024Q3: 5,462 shares 5,462 $663K 0.27% 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: restricted; 2023Q4: 1,146 shares; 2024Q1: 1,147 shares; 2024Q2: not loaded; 2024Q3: 1,148 shares 1,148 $662K 0.26% 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: restricted; 2023Q4: 3,604 shares; 2024Q1: 3,619 shares; 2024Q2: not loaded; 2024Q3: 3,806 shares 3,806 $659K 0.26% 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: restricted; 2023Q4: 3,180 shares; 2024Q1: 3,180 shares; 2024Q2: not loaded; 2024Q3: 3,551 shares 3,551 $589K 0.24% 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: restricted; 2023Q4: 1,084 shares; 2024Q1: 1,509 shares; 2024Q2: not loaded; 2024Q3: 1,516 shares 1,516 $582K 0.23% 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: restricted; 2023Q4: 1,923 shares; 2024Q1: 1,774 shares; 2024Q2: not loaded; 2024Q3: 2,221 shares 2,221 $468K 0.19% 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: restricted; 2023Q4: 6,118 shares; 2024Q1: 6,118 shares; 2024Q2: not loaded; 2024Q3: 6,185 shares 6,185 $444K 0.18% 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: restricted; 2023Q4: 2,461 shares; 2024Q1: 2,561 shares; 2024Q2: not loaded; 2024Q3: 2,555 shares 2,555 $428K 0.17% 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: restricted; 2023Q4: 1,993 shares; 2024Q1: 1,954 shares; 2024Q2: not loaded; 2024Q3: 2,220 shares 2,220 $414K 0.17% 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: restricted; 2023Q4: 469 shares; 2024Q1: 505 shares; 2024Q2: not loaded; 2024Q3: 450 shares 450 $399K 0.16% 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: restricted; 2023Q4: 818 shares; 2024Q1: 837 shares; 2024Q2: not loaded; 2024Q3: 827 shares 827 $381K 0.15% 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: restricted; 2023Q4: 2,771 shares; 2024Q1: 2,702 shares; 2024Q2: not loaded; 2024Q3: 2,665 shares 2,665 $360K 0.14% 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: restricted; 2023Q4: 556 shares; 2024Q1: 576 shares; 2024Q2: not loaded; 2024Q3: 578 shares 578 $338K 0.14% Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,507 shares; 2024Q1: 7,896 shares; 2024Q2: not loaded; 2024Q3: 7,783 shares 7,783 $333K 0.13% 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: restricted; 2023Q4: 840 shares; 2024Q1: 685 shares; 2024Q2: not loaded; 2024Q3: 675 shares 675 $330K 0.13% Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,681 shares; 2024Q1: 1,681 shares; 2024Q2: not loaded; 2024Q3: 1,681 shares 1,681 $311K 0.12% 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: restricted; 2023Q4: 1,183 shares; 2024Q1: 1,296 shares; 2024Q2: not loaded; 2024Q3: 1,390 shares 1,390 $307K 0.12% 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: restricted; 2023Q4: 274 shares; 2024Q1: 274 shares; 2024Q2: not loaded; 2024Q3: 340 shares 340 $301K 0.12% 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: restricted; 2023Q4: 1,196 shares; 2024Q1: 1,196 shares; 2024Q2: not loaded; 2024Q3: 1,122 shares 1,122 $277K 0.11% 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: restricted; 2023Q4: 587 shares; 2024Q1: 587 shares; 2024Q2: not loaded; 2024Q3: 803 shares 803 $274K 0.11% 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: restricted; 2023Q4: 1,607 shares; 2024Q1: 1,675 shares; 2024Q2: not loaded; 2024Q3: 1,646 shares 1,646 $267K 0.11% 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: restricted; 2023Q4: 2,812 shares; 2024Q1: 2,812 shares; 2024Q2: not loaded; 2024Q3: 2,812 shares 2,812 $254K 0.1% 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: restricted; 2023Q4: 1,088 shares; 2024Q1: 1,128 shares; 2024Q2: not loaded; 2024Q3: 1,128 shares 1,128 $249K 0.1% Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,451 shares; 2024Q1: 5,451 shares; 2024Q2: not loaded; 2024Q3: 5,428 shares 5,428 $248K 0.1% 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: restricted; 2023Q4: 1,160 shares; 2024Q1: 1,333 shares; 2024Q2: not loaded; 2024Q3: 1,242 shares 1,242 $245K 0.1% Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,985 shares; 2024Q1: 6,003 shares; 2024Q2: not loaded; 2024Q3: 6,514 shares 6,514 $245K 0.1% 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: restricted; 2023Q4: 10,905 shares; 2024Q1: 10,922 shares; 2024Q2: not loaded; 2024Q3: 10,958 shares 10,958 $241K 0.1% 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: restricted; 2023Q4: 995 shares; 2024Q1: 1,144 shares; 2024Q2: not loaded; 2024Q3: 1,632 shares 1,632 $240K 0.1% 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: restricted; 2023Q4: 829 shares; 2024Q1: 829 shares; 2024Q2: not loaded; 2024Q3: 830 shares 830 $228K 0.09% Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 736 shares; 2024Q1: 736 shares; 2024Q2: not loaded; 2024Q3: 938 shares 938 $228K 0.09% 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: restricted; 2023Q4: 1,347 shares; 2024Q1: 1,347 shares; 2024Q2: not loaded; 2024Q3: 1,347 shares 1,347 $219K 0.09% 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: restricted; 2023Q4: 878 shares; 2024Q1: 878 shares; 2024Q2: not loaded; 2024Q3: 1,044 shares 1,044 $216K 0.09% Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,313 shares; 2024Q1: 2,313 shares; 2024Q2: not loaded; 2024Q3: 2,284 shares 2,284 $211K 0.08% 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: restricted; 2023Q4: 1,649 shares; 2024Q1: 1,649 shares; 2024Q2: not loaded; 2024Q3: 1,992 shares 1,992 $207K 0.08% Timeline MUB 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: restricted; 2023Q4: 2,308 shares; 2024Q1: 2,265 shares; 2024Q2: not loaded; 2024Q3: 1,844 shares 1,844 $200K 0.08% Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 139 shares; 2024Q1: 139 shares; 2024Q2: not loaded; 2024Q3: 139 shares 139 $198K 0.08% Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 564 shares; 2024Q1: 564 shares; 2024Q2: not loaded; 2024Q3: 564 shares 564 $195K 0.08% 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: restricted; 2023Q4: 349 shares; 2024Q1: 349 shares; 2024Q2: not loaded; 2024Q3: 489 shares 489 $191K 0.08% 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: restricted; 2023Q4: 1,486 shares; 2024Q1: 1,486 shares; 2024Q2: not loaded; 2024Q3: 1,486 shares 1,486 $187K 0.07% Timeline PHO 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: restricted; 2023Q4: 2,712 shares; 2024Q1: 2,603 shares; 2024Q2: not loaded; 2024Q3: 2,603 shares 2,603 $184K 0.07% 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: restricted; 2023Q4: 2,105 shares; 2024Q1: 2,105 shares; 2024Q2: not loaded; 2024Q3: 2,055 shares 2,055 $174K 0.07% 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: restricted; 2023Q4: 4,189 shares; 2024Q1: 4,194 shares; 2024Q2: not loaded; 2024Q3: 4,107 shares 4,107 $163K 0.07% 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: restricted; 2023Q4: 274 shares; 2024Q1: 274 shares; 2024Q2: not loaded; 2024Q3: 274 shares 274 $160K 0.06% 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: restricted; 2023Q4: 316 shares; 2024Q1: 343 shares; 2024Q2: not loaded; 2024Q3: 394 shares 394 $160K 0.06% Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 1,842 shares; 2024Q2: not loaded; 2024Q3: 1,851 shares 1,851 $154K 0.06% Timeline ACWI 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: restricted; 2023Q4: 1,316 shares; 2024Q1: 1,316 shares; 2024Q2: not loaded; 2024Q3: 1,280 shares 1,280 $153K 0.06% 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: restricted; 2023Q4: 550 shares; 2024Q1: 550 shares; 2024Q2: not loaded; 2024Q3: 550 shares 550 $152K 0.06% Timeline IWR 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: restricted; 2023Q4: 1,711 shares; 2024Q1: 1,711 shares; 2024Q2: not loaded; 2024Q3: 1,711 shares 1,711 $151K 0.06% 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: restricted; 2023Q4: 3,399 shares; 2024Q1: 3,416 shares; 2024Q2: not loaded; 2024Q3: 3,352 shares 3,352 $151K 0.06% 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: restricted; 2023Q4: 1,072 shares; 2024Q1: 1,011 shares; 2024Q2: not loaded; 2024Q3: 1,195 shares 1,195 $145K 0.06% 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: restricted; 2023Q4: 4,579 shares; 2024Q1: 4,692 shares; 2024Q2: not loaded; 2024Q3: 4,898 shares 4,898 $142K 0.06% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,229 shares; 2024Q1: 1,230 shares; 2024Q2: not loaded; 2024Q3: 1,232 shares 1,232 $140K 0.06% 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: restricted; 2023Q4: 128 shares; 2024Q1: 128 shares; 2024Q2: not loaded; 2024Q3: 237 shares 237 $136K 0.05% Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 966 shares; 2024Q1: 967 shares; 2024Q2: not loaded; 2024Q3: 970 shares 970 $131K 0.05% 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: restricted; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: not loaded; 2024Q3: 303 shares 303 $126K 0.05% Timeline VOT 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: restricted; 2023Q4: 469 shares; 2024Q1: 516 shares; 2024Q2: not loaded; 2024Q3: 497 shares 497 $121K 0.05% Timeline EEM 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: restricted; 2023Q4: 1,548 shares; 2024Q1: 2,561 shares; 2024Q2: not loaded; 2024Q3: 2,587 shares 2,587 $119K 0.05% Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 174 shares; 2024Q1: 174 shares; 2024Q2: not loaded; 2024Q3: 235 shares 235 $116K 0.05% 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: restricted; 2023Q4: 812 shares; 2024Q1: 772 shares; 2024Q2: not loaded; 2024Q3: 672 shares 672 $114K 0.05% Timeline IVW 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: restricted; 2023Q4: 1,180 shares; 2024Q1: 1,180 shares; 2024Q2: not loaded; 2024Q3: 1,180 shares 1,180 $113K 0.05% 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: restricted; 2023Q4: 781 shares; 2024Q1: 782 shares; 2024Q2: not loaded; 2024Q3: 986 shares 986 $112K 0.04% 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: restricted; 2023Q4: 149 shares; 2024Q1: 526 shares; 2024Q2: not loaded; 2024Q3: 1,383 shares 1,383 $112K 0.04% 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: restricted; 2023Q4: 50 shares; 2024Q1: 198 shares; 2024Q2: not loaded; 2024Q3: 211 shares 211 $111K 0.04% 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: restricted; 2023Q4: 1,687 shares; 2024Q1: 1,687 shares; 2024Q2: not loaded; 2024Q3: 1,387 shares 1,387 $108K 0.04% Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,164 shares; 2024Q1: 1,018 shares; 2024Q2: not loaded; 2024Q3: 1,024 shares 1,024 $108K 0.04% Timeline RCS PIMCO STRATEGIC INCOME FD More: the full row for PIMCO STRATEGIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,000 shares; 2024Q1: 12,000 shares; 2024Q2: not loaded; 2024Q3: 14,000 shares 14,000 $108K 0.04% 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: restricted; 2023Q4: 609 shares; 2024Q1: 609 shares; 2024Q2: not loaded; 2024Q3: 700 shares 700 $106K 0.04% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,277 shares; 2024Q1: 1,600 shares; 2024Q2: not loaded; 2024Q3: 1,618 shares 1,618 $105K 0.04% 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: restricted; 2023Q4: 185 shares; 2024Q1: 185 shares; 2024Q2: not loaded; 2024Q3: 185 shares 185 $103K 0.04% Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: not loaded; 2024Q3: 500 shares 500 $100K 0.04% 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: restricted; 2023Q4: 445 shares; 2024Q1: 492 shares; 2024Q2: not loaded; 2024Q3: 957 shares 957 $99.8K 0.04% Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 937 shares; 2024Q2: not loaded; 2024Q3: 941 shares 941 $99.3K 0.04% 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: restricted; 2023Q4: 147 shares; 2024Q1: 147 shares; 2024Q2: not loaded; 2024Q3: 193 shares 193 $95.6K 0.04% Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 110 shares; 2024Q1: 110 shares; 2024Q2: not loaded; 2024Q3: 161 shares 161 $94.7K 0.04% Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 378 shares; 2024Q1: 378 shares; 2024Q2: not loaded; 2024Q3: 378 shares 378 $93.9K 0.04% Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,177 shares; 2024Q1: 2,070 shares; 2024Q2: not loaded; 2024Q3: 1,815 shares 1,815 $93.9K 0.04% 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: restricted; 2023Q4: 50 shares; 2024Q1: 141 shares; 2024Q2: not loaded; 2024Q3: 291 shares 291 $93.8K 0.04% Timeline XOP 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: restricted; 2023Q4: 699 shares; 2024Q1: 700 shares; 2024Q2: not loaded; 2024Q3: 701 shares 701 $92.2K 0.04% Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,903 shares; 2024Q1: 1,925 shares; 2024Q2: not loaded; 2024Q3: 2,001 shares 2,001 $91.3K 0.04% Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 511 shares; 2024Q1: 512 shares; 2024Q2: not loaded; 2024Q3: 514 shares 514 $89.6K 0.04% 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: restricted; 2023Q4: 380 shares; 2024Q1: 381 shares; 2024Q2: not loaded; 2024Q3: 382 shares 382 $88.8K 0.04% Timeline IJK 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: restricted; 2023Q4: 950 shares; 2024Q1: 950 shares; 2024Q2: not loaded; 2024Q3: 950 shares 950 $87.3K 0.03% Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 900 shares; 2024Q1: 900 shares; 2024Q2: not loaded; 2024Q3: 900 shares 900 $86.6K 0.03% Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 425 shares; 2024Q1: 426 shares; 2024Q2: not loaded; 2024Q3: 427 shares 427 $85.8K 0.03% Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,100 shares; 2024Q1: 2,100 shares; 2024Q2: not loaded; 2024Q3: 2,100 shares 2,100 $84.8K 0.03% 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: restricted; 2023Q4: 299 shares; 2024Q1: 299 shares; 2024Q2: not loaded; 2024Q3: 427 shares 427 $83.4K 0.03% 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: restricted; 2023Q4: 132 shares; 2024Q1: 132 shares; 2024Q2: not loaded; 2024Q3: 132 shares 132 $83.4K 0.03% Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 145 shares; 2024Q1: 145 shares; 2024Q2: not loaded; 2024Q3: 145 shares 145 $82.6K 0.03% Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 94 shares; 2024Q1: 94 shares; 2024Q2: not loaded; 2024Q3: 1,298 shares 1,298 $80.9K 0.03% Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,412 shares; 2024Q1: 1,348 shares; 2024Q2: not loaded; 2024Q3: 1,408 shares 1,408 $80.9K 0.03% 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: restricted; 2023Q4: 126 shares; 2024Q1: 156 shares; 2024Q2: not loaded; 2024Q3: 156 shares 156 $80.8K 0.03% Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,500 shares; 2024Q1: 2,500 shares; 2024Q2: not loaded; 2024Q3: 2,600 shares 2,600 $80.2K 0.03% 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: restricted; 2023Q4: 129 shares; 2024Q1: 129 shares; 2024Q2: not loaded; 2024Q3: 129 shares 129 $79.9K 0.03% Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 988 shares; 2024Q1: 990 shares; 2024Q2: not loaded; 2024Q3: 993 shares 993 $77.5K 0.03% Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,700 shares; 2024Q1: 5,700 shares; 2024Q2: not loaded; 2024Q3: 5,700 shares 5,700 $76.3K 0.03% Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,105 shares; 2024Q1: 1,105 shares; 2024Q2: not loaded; 2024Q3: 1,105 shares 1,105 $75.2K 0.03% Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 344 shares; 2024Q1: 344 shares; 2024Q2: not loaded; 2024Q3: 384 shares 384 $74.4K 0.03% Timeline XBI 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: restricted; 2023Q4: 749 shares; 2024Q1: 749 shares; 2024Q2: not loaded; 2024Q3: 749 shares 749 $74K 0.03% Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,495 shares; 2024Q1: 4,676 shares; 2024Q2: not loaded; 2024Q3: 4,676 shares 4,676 $73.7K 0.03% Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 803 shares; 2024Q1: 803 shares; 2024Q2: not loaded; 2024Q3: 803 shares 803 $72.3K 0.03% Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 203 shares; 2024Q1: 303 shares; 2024Q2: not loaded; 2024Q3: 236 shares 236 $72K 0.03% 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: restricted; 2023Q4: 371 shares; 2024Q1: 373 shares; 2024Q2: not loaded; 2024Q3: 460 shares 460 $70.5K 0.03% 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: restricted; 2023Q4: 1 shares; 2024Q1: 270 shares; 2024Q2: not loaded; 2024Q3: 288 shares 288 $68.3K 0.03% Timeline ISD PGIM HIGH YIELD BOND FUND IN More: the full row for PGIM HIGH YIELD BOND FUND IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,791 shares; 2024Q1: 4,911 shares; 2024Q2: not loaded; 2024Q3: 4,890 shares 4,890 $68.2K 0.03% 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: restricted; 2023Q4: 337 shares; 2024Q1: 338 shares; 2024Q2: not loaded; 2024Q3: 338 shares 338 $67K 0.03% Timeline HDV 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: restricted; 2023Q4: 554 shares; 2024Q1: 558 shares; 2024Q2: not loaded; 2024Q3: 563 shares 563 $66.2K 0.03% 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: restricted; 2023Q4: 243 shares; 2024Q1: 243 shares; 2024Q2: not loaded; 2024Q3: 243 shares 243 $65.9K 0.03% Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,550 shares; 2024Q1: 1,400 shares; 2024Q2: not loaded; 2024Q3: 1,750 shares 1,750 $65.1K 0.03% Timeline IBB 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: restricted; 2023Q4: 447 shares; 2024Q1: 447 shares; 2024Q2: not loaded; 2024Q3: 447 shares 447 $65.1K 0.03% Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 698 shares; 2024Q1: 667 shares; 2024Q2: not loaded; 2024Q3: 668 shares 668 $65K 0.03% Timeline LAM RESEARCH CORP LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 80 shares; 2024Q1: 80 shares; 2024Q2: not loaded; 2024Q3: 80 shares 80 $65K 0.03% 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: restricted; 2023Q4: 250 shares; 2024Q1: 291 shares; 2024Q2: not loaded; 2024Q3: 306 shares 306 $63.5K 0.03% Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 557 shares; 2024Q1: 557 shares; 2024Q2: not loaded; 2024Q3: 510 shares 510 $61.1K 0.02% Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 141 shares; 2024Q1: 142 shares; 2024Q2: not loaded; 2024Q3: 143 shares 143 $60.4K 0.02% 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: restricted; 2023Q4: 1,644 shares; 2024Q1: 1,644 shares; 2024Q2: not loaded; 2024Q3: 1,444 shares 1,444 $60.3K 0.02% Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 483 shares; 2024Q1: 483 shares; 2024Q2: not loaded; 2024Q3: 483 shares 483 $59.4K 0.02% Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 464 shares; 2024Q1: 464 shares; 2024Q2: not loaded; 2024Q3: 470 shares 470 $59.2K 0.02% 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: restricted; 2023Q4: 453 shares; 2024Q1: 456 shares; 2024Q2: not loaded; 2024Q3: 461 shares 461 $59K 0.02% 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: restricted; 2023Q4: 14 shares; 2024Q1: 14 shares; 2024Q2: not loaded; 2024Q3: 14 shares 14 $59K 0.02% Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 240 shares; 2024Q1: 240 shares; 2024Q2: not loaded; 2024Q3: 241 shares 241 $58.1K 0.02% Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 721 shares; 2024Q1: 721 shares; 2024Q2: not loaded; 2024Q3: 721 shares 721 $58.1K 0.02% 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: restricted; 2023Q4: 185 shares; 2024Q1: 925 shares; 2024Q2: not loaded; 2024Q3: 925 shares 925 $57.6K 0.02% Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15 shares; 2024Q1: 10 shares; 2024Q2: not loaded; 2024Q3: 205 shares 205 $57.5K 0.02% Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 629 shares; 2024Q1: 629 shares; 2024Q2: not loaded; 2024Q3: 629 shares 629 $57.3K 0.02% Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 161 shares; 2024Q1: 161 shares; 2024Q2: not loaded; 2024Q3: 161 shares 161 $56.9K 0.02% Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 226 shares; 2024Q1: 226 shares; 2024Q2: not loaded; 2024Q3: 226 shares 226 $56.6K 0.02% 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: restricted; 2023Q4: 180 shares; 2024Q1: 180 shares; 2024Q2: not loaded; 2024Q3: 180 shares 180 $56.6K 0.02% 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: restricted; 2023Q4: 1,103 shares; 2024Q1: 1,103 shares; 2024Q2: not loaded; 2024Q3: 1,049 shares 1,049 $55.8K 0.02% 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: restricted; 2023Q4: 530 shares; 2024Q1: 530 shares; 2024Q2: not loaded; 2024Q3: 530 shares 530 $55.2K 0.02% Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 846 shares; 2024Q1: 846 shares; 2024Q2: not loaded; 2024Q3: 846 shares 846 $55.1K 0.02% 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: restricted; 2023Q4: 105 shares; 2024Q1: 105 shares; 2024Q2: not loaded; 2024Q3: 105 shares 105 $54.2K 0.02% 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: restricted; 2023Q4: 286 shares; 2024Q1: 286 shares; 2024Q2: not loaded; 2024Q3: 286 shares 286 $54K 0.02% 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: restricted; 2023Q4: 54 shares; 2024Q1: 54 shares; 2024Q2: not loaded; 2024Q3: 109 shares 109 $53.8K 0.02% Timeline BBH 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: restricted; 2023Q4: 303 shares; 2024Q1: 303 shares; 2024Q2: not loaded; 2024Q3: 303 shares 303 $53.8K 0.02% Timeline CLOI 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: restricted; 2023Q4: 700 shares; 2024Q1: 700 shares; 2024Q2: not loaded; 2024Q3: 1,000 shares 1,000 $53K 0.02% 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: restricted; 2023Q4: 68 shares; 2024Q1: 68 shares; 2024Q2: not loaded; 2024Q3: 68 shares 68 $52.7K 0.02% 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: restricted; 2023Q4: 153 shares; 2024Q1: 126 shares; 2024Q2: not loaded; 2024Q3: 192 shares 192 $52.6K 0.02% 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: restricted; 2023Q4: 578 shares; 2024Q1: 578 shares; 2024Q2: not loaded; 2024Q3: 528 shares 528 $50.8K 0.02% 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: restricted; 2023Q4: 437 shares; 2024Q1: 437 shares; 2024Q2: not loaded; 2024Q3: 437 shares 437 $50.4K 0.02% Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 180 shares; 2024Q1: 180 shares; 2024Q2: not loaded; 2024Q3: 180 shares 180 $50K 0.02% Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 472 shares; 2024Q1: 474 shares; 2024Q2: not loaded; 2024Q3: 500 shares 500 $48.8K 0.02% Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 705 shares; 2024Q1: 705 shares; 2024Q2: not loaded; 2024Q3: 636 shares 636 $46.9K 0.02% Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 243 shares; 2024Q1: 243 shares; 2024Q2: not loaded; 2024Q3: 244 shares 244 $46.6K 0.02% Timeline ITB 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: restricted; 2023Q4: 363 shares; 2024Q1: 363 shares; 2024Q2: not loaded; 2024Q3: 363 shares 363 $46.1K 0.02% Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 435 shares; 2024Q1: 537 shares; 2024Q2: not loaded; 2024Q3: 917 shares 917 $45.8K 0.02% 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: restricted; 2023Q4: 380 shares; 2024Q1: 380 shares; 2024Q2: not loaded; 2024Q3: 380 shares 380 $44.7K 0.02% 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: restricted; 2023Q4: 884 shares; 2024Q1: 884 shares; 2024Q2: not loaded; 2024Q3: 1,254 shares 1,254 $43.3K 0.02% 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: restricted; 2023Q4: 43 shares; 2024Q1: 69 shares; 2024Q2: not loaded; 2024Q3: 163 shares 163 $41.9K 0.02% Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 788 shares; 2024Q1: 788 shares; 2024Q2: not loaded; 2024Q3: 788 shares 788 $41.9K 0.02% 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: restricted; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: not loaded; 2024Q3: 200 shares 200 $41.3K 0.02% Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,145 shares; 2024Q1: 1,145 shares; 2024Q2: not loaded; 2024Q3: 1,145 shares 1,145 $40.6K 0.02% 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: restricted; 2023Q4: 539 shares; 2024Q1: 467 shares; 2024Q2: not loaded; 2024Q3: 247 shares 247 $40.5K 0.02% 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: restricted; 2023Q4: 224 shares; 2024Q1: 224 shares; 2024Q2: not loaded; 2024Q3: 224 shares 224 $40.1K 0.02% Timeline KIE 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: restricted; 2023Q4: 700 shares; 2024Q1: 700 shares; 2024Q2: not loaded; 2024Q3: 700 shares 700 $39.7K 0.02% Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 183 shares; 2024Q1: 183 shares; 2024Q2: not loaded; 2024Q3: 184 shares 184 $39.5K 0.02% Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 502 shares; 2024Q1: 502 shares; 2024Q2: not loaded; 2024Q3: 437 shares 437 $39K 0.02% 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: restricted; 2023Q4: 54 shares; 2024Q1: 54 shares; 2024Q2: not loaded; 2024Q3: 54 shares 54 $38.3K 0.02% Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 519 shares; 2024Q1: 521 shares; 2024Q2: not loaded; 2024Q3: 524 shares 524 $38.2K 0.02% Timeline IEFA 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: restricted; 2023Q4: 527 shares; 2024Q1: 527 shares; 2024Q2: not loaded; 2024Q3: 484 shares 484 $37.8K 0.02% 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: restricted; 2023Q4: 1,074 shares; 2024Q1: 1,074 shares; 2024Q2: not loaded; 2024Q3: 824 shares 824 $37.6K 0.02% Timeline HESS CORP HESS CORP More: the full row for HESS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 52 shares; 2024Q1: 52 shares; 2024Q2: not loaded; 2024Q3: 276 shares 276 $37.5K 0.01% NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,000 shares; 2024Q1: 3,000 shares; 2024Q2: not loaded; 2024Q3: 3,000 shares 3,000 $37.1K 0.01% Timeline IYZ 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: restricted; 2023Q4: 1,447 shares; 2024Q1: 1,450 shares; 2024Q2: not loaded; 2024Q3: 1,455 shares 1,455 $36.7K 0.01% Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 203 shares; 2024Q1: 329 shares; 2024Q2: not loaded; 2024Q3: 232 shares 232 $36.2K 0.01% Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,000 shares; 2024Q1: 3,000 shares; 2024Q2: not loaded; 2024Q3: 3,000 shares 3,000 $35.9K 0.01% 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: restricted; 2023Q4: 355 shares; 2024Q1: 355 shares; 2024Q2: not loaded; 2024Q3: 262 shares 262 $35.7K 0.01% 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: restricted; 2023Q4: 55 shares; 2024Q1: 67 shares; 2024Q2: not loaded; 2024Q3: 68 shares 68 $35.7K 0.01% Timeline VXF 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: restricted; 2023Q4: 196 shares; 2024Q1: 196 shares; 2024Q2: not loaded; 2024Q3: 196 shares 196 $35.7K 0.01% Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 985 shares; 2024Q1: 998 shares; 2024Q2: not loaded; 2024Q3: 1,021 shares 1,021 $35.6K 0.01% Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 530 shares; 2024Q1: 532 shares; 2024Q2: not loaded; 2024Q3: 537 shares 537 $34.3K 0.01% Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,858 shares; 2024Q1: 1,859 shares; 2024Q2: not loaded; 2024Q3: 1,461 shares 1,461 $34.3K 0.01% 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: restricted; 2023Q4: 400 shares; 2024Q1: 400 shares; 2024Q2: not loaded; 2024Q3: 400 shares 400 $34.2K 0.01% 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: restricted; 2023Q4: 897 shares; 2024Q1: 897 shares; 2024Q2: not loaded; 2024Q3: 598 shares 598 $33.8K 0.01% Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,000 shares; 2024Q1: 3,000 shares; 2024Q2: not loaded; 2024Q3: 3,000 shares 3,000 $33K 0.01% Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 136 shares; 2024Q1: 136 shares; 2024Q2: not loaded; 2024Q3: 136 shares 136 $32.7K 0.01% 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: restricted; 2023Q4: 84 shares; 2024Q1: 84 shares; 2024Q2: not loaded; 2024Q3: 84 shares 84 $32.1K 0.01% 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: restricted; 2023Q4: 260 shares; 2024Q1: 261 shares; 2024Q2: not loaded; 2024Q3: 196 shares 196 $31.4K 0.01% Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 455 shares; 2024Q1: 455 shares; 2024Q2: not loaded; 2024Q3: 455 shares 455 $30K 0.01% Timeline XAWFX ALLIANCEBERNSTEIN GLOBAL HIG More: the full row for ALLIANCEBERNSTEIN GLOBAL HIG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,500 shares; 2024Q1: 2,547 shares; 2024Q2: not loaded; 2024Q3: 2,642 shares 2,642 $30K 0.01% Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 64 shares; 2024Q1: 64 shares; 2024Q2: not loaded; 2024Q3: 64 shares 64 $28.8K 0.01% Timeline VFQY VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: not loaded; 2024Q3: 200 shares 200 $28.6K 0.01% 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: restricted; 2023Q4: 353 shares; 2024Q1: 353 shares; 2024Q2: not loaded; 2024Q3: 353 shares 353 $28.4K 0.01% Timeline VKI INVESCO ADVANTAGE MUN INCOME More: the full row for INVESCO ADVANTAGE MUN INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,000 shares; 2024Q1: 3,000 shares; 2024Q2: not loaded; 2024Q3: 3,000 shares 3,000 $27.9K 0.01% Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 139 shares; 2024Q1: 139 shares; 2024Q2: not loaded; 2024Q3: 139 shares 139 $27.9K 0.01% 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: restricted; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: not loaded; 2024Q3: 200 shares 200 $27.3K 0.01% Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 574 shares; 2024Q1: 574 shares; 2024Q2: not loaded; 2024Q3: 574 shares 574 $27.1K 0.01% Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: not loaded; 2024Q3: 200 shares 200 $27.1K 0.01% 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: restricted; 2023Q4: 140 shares; 2024Q1: 140 shares; 2024Q2: not loaded; 2024Q3: 140 shares 140 $27K 0.01% Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5 shares; 2024Q1: 5 shares; 2024Q2: not loaded; 2024Q3: 25 shares 25 $26.3K 0.01% Timeline DLY DOUBLELINE YIELD OPPORTUNITI More: the full row for DOUBLELINE YIELD OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,583 shares; 2024Q1: 1,583 shares; 2024Q2: not loaded; 2024Q3: 1,583 shares 1,583 $26.3K 0.01% Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 138 shares; 2024Q1: 138 shares; 2024Q2: not loaded; 2024Q3: 138 shares 138 $26.2K 0.01% 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: restricted; 2023Q4: 400 shares; 2024Q1: 466 shares; 2024Q2: not loaded; 2024Q3: 400 shares 400 $25.8K 0.01% VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 200 shares 200 $25.6K 0.01% Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11 shares; 2024Q1: 11 shares; 2024Q2: not loaded; 2024Q3: 27 shares 27 $25.6K 0.01% IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 50 shares; 2024Q1: 50 shares; 2024Q2: not loaded; 2024Q3: 50 shares 50 $25.3K 0.01% Timeline DTH 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: restricted; 2023Q4: 400 shares; 2024Q1: 400 shares; 2024Q2: not loaded; 2024Q3: 600 shares 600 $24.9K 0.01% Timeline ZROZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: not loaded; 2024Q3: 300 shares 300 $24.7K 0.01% Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 122 shares; 2024Q1: 122 shares; 2024Q2: not loaded; 2024Q3: 123 shares 123 $24.7K 0.01% 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: restricted; 2023Q4: 117 shares; 2024Q1: 117 shares; 2024Q2: not loaded; 2024Q3: 117 shares 117 $23.7K 0.01% Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 532 shares; 2024Q1: 532 shares; 2024Q2: not loaded; 2024Q3: 532 shares 532 $23.7K 0.01% Timeline SOXX 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: restricted; 2023Q4: 18 shares; 2024Q1: 54 shares; 2024Q2: not loaded; 2024Q3: 100 shares 100 $23.1K 0.01% Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 18 shares; 2024Q1: 18 shares; 2024Q2: not loaded; 2024Q3: 82 shares 82 $22.4K 0.01% Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 442 shares; 2024Q1: 443 shares; 2024Q2: not loaded; 2024Q3: 377 shares 377 $22.2K 0.01% 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: restricted; 2023Q4: 61 shares; 2024Q1: 61 shares; 2024Q2: not loaded; 2024Q3: 61 shares 61 $22.1K 0.01% Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,680 shares; 2024Q1: 2,674 shares; 2024Q2: not loaded; 2024Q3: 2,674 shares 2,674 $22.1K 0.01% Timeline EFA 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: restricted; 2023Q4: 263 shares; 2024Q1: 263 shares; 2024Q2: not loaded; 2024Q3: 263 shares 263 $22K 0.01% Timeline SVOL SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 1,000 shares 1,000 $22K 0.01% Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 46 shares; 2024Q1: 46 shares; 2024Q2: not loaded; 2024Q3: 46 shares 46 $21.9K 0.01% Timeline DOL 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: restricted; 2023Q4: 400 shares; 2024Q1: 400 shares; 2024Q2: not loaded; 2024Q3: 400 shares 400 $21.6K 0.01% Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 340 shares; 2024Q1: 341 shares; 2024Q2: not loaded; 2024Q3: 342 shares 342 $21.5K 0.01% Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 241 shares; 2024Q1: 242 shares; 2024Q2: not loaded; 2024Q3: 245 shares 245 $21.5K 0.01% Timeline AOM 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: restricted; 2023Q4: 468 shares; 2024Q1: 466 shares; 2024Q2: not loaded; 2024Q3: 470 shares 470 $21.2K 0.01% 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: restricted; 2023Q4: 80 shares; 2024Q1: 80 shares; 2024Q2: not loaded; 2024Q3: 148 shares 148 $21.1K 0.01% Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 363 shares; 2024Q1: 363 shares; 2024Q2: not loaded; 2024Q3: 363 shares 363 $21K 0.01% Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 89 shares; 2024Q1: 89 shares; 2024Q2: not loaded; 2024Q3: 90 shares 90 $21K 0.01% Timeline GOVT 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: restricted; 2023Q4: 881 shares; 2024Q1: 881 shares; 2024Q2: not loaded; 2024Q3: 881 shares 881 $20.7K 0.01% Timeline OSISKO GOLD ROYALTIES LTD OSISKO GOLD ROYALTIES LTD More: the full row for OSISKO GOLD ROYALTIES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,109 shares; 2024Q1: 1,109 shares; 2024Q2: not loaded; 2024Q3: 1,109 shares 1,109 $20.5K 0.01% EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 330 shares; 2024Q1: 330 shares; 2024Q2: not loaded; 2024Q3: 330 shares 330 $20.4K 0.01% Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 900 shares; 2024Q1: 1,140 shares; 2024Q2: not loaded; 2024Q3: 1,140 shares 1,140 $20.4K 0.01% 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: restricted; 2023Q4: 169 shares; 2024Q1: 169 shares; 2024Q2: not loaded; 2024Q3: 169 shares 169 $19.8K 0.01% Timeline IJS 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: restricted; 2023Q4: 181 shares; 2024Q1: 181 shares; 2024Q2: not loaded; 2024Q3: 181 shares 181 $19.5K 0.01% 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: restricted; 2023Q4: 112 shares; 2024Q1: 112 shares; 2024Q2: not loaded; 2024Q3: 112 shares 112 $19.5K 0.01% Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: not loaded; 2024Q3: 230 shares 230 $19.3K 0.01% 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: restricted; 2023Q4: 81 shares; 2024Q1: 81 shares; 2024Q2: not loaded; 2024Q3: 81 shares 81 $19.2K 0.01% Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 250 shares; 2024Q1: 250 shares; 2024Q2: not loaded; 2024Q3: 250 shares 250 $18.8K 0.01% Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 37 shares; 2024Q1: 37 shares; 2024Q2: not loaded; 2024Q3: 38 shares 38 $18.6K 0.01% Timeline QQQJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 603 shares; 2024Q1: 604 shares; 2024Q2: not loaded; 2024Q3: 607 shares 607 $18.4K 0.01% Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 60 shares; 2024Q1: 60 shares; 2024Q2: not loaded; 2024Q3: 176 shares 176 $18.3K 0.01% Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 600 shares; 2024Q1: 600 shares; 2024Q2: not loaded; 2024Q3: 400 shares 400 $18.1K 0.01% Timeline AOR 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: restricted; 2023Q4: 299 shares; 2024Q1: 302 shares; 2024Q2: not loaded; 2024Q3: 304 shares 304 $18K 0.01% Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 392 shares; 2024Q1: 421 shares; 2024Q2: not loaded; 2024Q3: 330 shares 330 $18K 0.01% Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 552 shares; 2024Q1: 552 shares; 2024Q2: not loaded; 2024Q3: 353 shares 353 $18K 0.01% 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: restricted; 2023Q4: 72 shares; 2024Q1: 72 shares; 2024Q2: not loaded; 2024Q3: 72 shares 72 $18K 0.01% 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: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 70 shares 70 $17.8K 0.01% Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 68 shares; 2024Q1: 68 shares; 2024Q2: not loaded; 2024Q3: 68 shares 68 $17.7K 0.01% Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 418 shares; 2024Q1: 418 shares; 2024Q2: not loaded; 2024Q3: 418 shares 418 $17.6K 0.01% Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 196 shares; 2024Q1: 196 shares; 2024Q2: not loaded; 2024Q3: 196 shares 196 $17.5K 0.01% Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 101 shares; 2024Q1: 101 shares; 2024Q2: not loaded; 2024Q3: 101 shares 101 $17.4K 0.01% 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: restricted; 2023Q4: 10 shares; 2024Q1: 10 shares; 2024Q2: not loaded; 2024Q3: 100 shares 100 $17.2K 0.01% Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 26 shares; 2024Q1: 26 shares; 2024Q2: not loaded; 2024Q3: 99 shares 99 $16.8K 0.01% Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 18 shares; 2024Q1: 18 shares; 2024Q2: not loaded; 2024Q3: 19 shares 19 $16.5K 0.01% Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 136 shares; 2024Q1: 136 shares; 2024Q2: not loaded; 2024Q3: 136 shares 136 $16.5K 0.01% Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,258 shares; 2024Q1: 1,258 shares; 2024Q2: not loaded; 2024Q3: 1,258 shares 1,258 $16.3K 0.01% Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: not loaded; 2024Q3: 1,000 shares 1,000 $16.1K 0.01% Timeline TIP 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: restricted; 2023Q4: 140 shares; 2024Q1: 140 shares; 2024Q2: not loaded; 2024Q3: 143 shares 143 $15.8K 0.01% 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: restricted; 2023Q4: 80 shares; 2024Q1: 80 shares; 2024Q2: not loaded; 2024Q3: 80 shares 80 $15.8K 0.01% Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 61 shares; 2024Q1: 61 shares; 2024Q2: not loaded; 2024Q3: 61 shares 61 $15.6K 0.01% Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 250 shares; 2024Q1: 250 shares; 2024Q2: not loaded; 2024Q3: 250 shares 250 $15.5K 0.01% Timeline GDXJ 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: restricted; 2023Q4: 312 shares; 2024Q1: 312 shares; 2024Q2: not loaded; 2024Q3: 312 shares 312 $15.2K 0.01% Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: not loaded; 2024Q3: 100 shares 100 $14.8K 0.01% Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 282 shares; 2024Q1: 282 shares; 2024Q2: not loaded; 2024Q3: 282 shares 282 $14.7K 0.01% Timeline TDIV 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: restricted; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: not loaded; 2024Q3: 180 shares 180 $14.5K 0.01% 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: restricted; 2023Q4: 90 shares; 2024Q1: 90 shares; 2024Q2: not loaded; 2024Q3: 123 shares 123 $14.1K 0.01% Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 30 shares; 2024Q1: 30 shares; 2024Q2: not loaded; 2024Q3: 30 shares 30 $14.1K 0.01% Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 122 shares; 2024Q1: 123 shares; 2024Q2: not loaded; 2024Q3: 123 shares 123 $13.9K 0.01% Timeline IGIB 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: restricted; 2023Q4: 258 shares; 2024Q1: 258 shares; 2024Q2: not loaded; 2024Q3: 258 shares 258 $13.9K 0.01% Timeline AGG 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: restricted; 2023Q4: 136 shares; 2024Q1: 136 shares; 2024Q2: not loaded; 2024Q3: 136 shares 136 $13.8K 0.01% Timeline ASGI ABRDN GLOBAL INFRA INCOME FU More: the full row for ABRDN GLOBAL INFRA INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 664 shares; 2024Q1: 664 shares; 2024Q2: not loaded; 2024Q3: 664 shares 664 $13.4K 0.01% Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 300 shares; 2024Q1: 2,000 shares; 2024Q2: not loaded; 2024Q3: 2,000 shares 2,000 $13.4K 0.01% Timeline HERO GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 541 shares; 2024Q1: 544 shares; 2024Q2: not loaded; 2024Q3: 545 shares 545 $13.3K 0.01% Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 248 shares; 2024Q1: 248 shares; 2024Q2: not loaded; 2024Q3: 248 shares 248 $12.6K 0.01% Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 89 shares; 2024Q1: 89 shares; 2024Q2: not loaded; 2024Q3: 89 shares 89 $12.4K <0.01% Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 260 shares; 2024Q1: 260 shares; 2024Q2: not loaded; 2024Q3: 260 shares 260 $12.3K <0.01% Timeline NVRI ENVIRI CORP More: the full row for ENVIRI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 1,182 shares 1,182 $12.2K <0.01% Timeline SCHF 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: restricted; 2023Q4: 190 shares; 2024Q1: 759 shares; 2024Q2: not loaded; 2024Q3: 295 shares 295 $12K <0.01% 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: restricted; 2023Q4: 25 shares; 2024Q1: 25 shares; 2024Q2: not loaded; 2024Q3: 91 shares 91 $12K <0.01% Timeline PDM PIEDMONT REALTY TRUST INC More: the full row for PIEDMONT REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,127 shares; 2024Q1: 1,158 shares; 2024Q2: not loaded; 2024Q3: 1,184 shares 1,184 $12K <0.01% Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 592 shares; 2024Q1: 592 shares; 2024Q2: not loaded; 2024Q3: 592 shares 592 $11.9K <0.01% Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,495 shares; 2024Q1: 1,524 shares; 2024Q2: not loaded; 2024Q3: 450 shares 450 $11.7K <0.01% Timeline PIPR PIPER SANDLER COS More: the full row for PIPER SANDLER COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 41 shares; 2024Q1: 41 shares; 2024Q2: not loaded; 2024Q3: 41 shares 41 $11.6K <0.01% Timeline PPA 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: restricted; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: not loaded; 2024Q3: 100 shares 100 $11.5K <0.01% Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: not loaded; 2024Q3: 400 shares 400 $11.5K <0.01% Timeline AOK 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: restricted; 2023Q4: 288 shares; 2024Q1: 288 shares; 2024Q2: not loaded; 2024Q3: 288 shares 288 $11.1K <0.01% 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: restricted; 2023Q4: 165 shares; 2024Q1: 165 shares; 2024Q2: not loaded; 2024Q3: 100 shares 100 $11K <0.01% Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: not loaded; 2024Q3: 200 shares 200 $10.9K <0.01% Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 629 shares; 2024Q1: 629 shares; 2024Q2: not loaded; 2024Q3: 187 shares 187 $10.8K <0.01% Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 167 shares; 2024Q1: 167 shares; 2024Q2: not loaded; 2024Q3: 167 shares 167 $10.6K <0.01% 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: restricted; 2023Q4: 140 shares; 2024Q1: 140 shares; 2024Q2: not loaded; 2024Q3: 140 shares 140 $10.5K <0.01% Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: not loaded; 2024Q3: 500 shares 500 $10.2K <0.01% Timeline IJT 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: restricted; 2023Q4: 73 shares; 2024Q1: 73 shares; 2024Q2: not loaded; 2024Q3: 73 shares 73 $10.2K <0.01% Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,000 shares; 2024Q1: 2,000 shares; 2024Q2: not loaded; 2024Q3: 1,000 shares 1,000 $10.2K <0.01% Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: not loaded; 2024Q3: 200 shares 200 $10.1K <0.01% Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 160 shares; 2024Q1: 160 shares; 2024Q2: not loaded; 2024Q3: 196 shares 196 $10.1K <0.01% Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 250 shares 250 $9.77K <0.01% Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: not loaded; 2024Q3: 300 shares 300 $9.76K <0.01% 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: restricted; 2023Q4: 36 shares; 2024Q1: 36 shares; 2024Q2: not loaded; 2024Q3: 36 shares 36 $9.75K <0.01% Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 412 shares 412 $9.72K <0.01% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 131 shares 131 $9.45K <0.01% Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 228 shares; 2024Q1: 229 shares; 2024Q2: not loaded; 2024Q3: 229 shares 229 $9.43K <0.01% Timeline MXI 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: restricted; 2023Q4: 99 shares; 2024Q1: 99 shares; 2024Q2: not loaded; 2024Q3: 101 shares 101 $9.4K <0.01% Timeline MBB 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: restricted; 2023Q4: 98 shares; 2024Q1: 98 shares; 2024Q2: not loaded; 2024Q3: 98 shares 98 $9.39K <0.01% Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 53 shares; 2024Q1: 53 shares; 2024Q2: not loaded; 2024Q3: 54 shares 54 $9.38K <0.01% Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 42 shares; 2024Q1: 42 shares; 2024Q2: not loaded; 2024Q3: 42 shares 42 $9.37K <0.01% Timeline CRBU CARIBOU BIOSCIENCES INC More: the full row for CARIBOU BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 1,980 shares; 2024Q2: not loaded; 2024Q3: 4,780 shares 4,780 $9.37K <0.01% Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 196 shares; 2024Q1: 196 shares; 2024Q2: not loaded; 2024Q3: 196 shares 196 $9.27K <0.01% Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 62 shares; 2024Q2: not loaded; 2024Q3: 63 shares 63 $9.21K <0.01% 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: restricted; 2023Q4: 851 shares; 2024Q1: 779 shares; 2024Q2: not loaded; 2024Q3: 133 shares 133 $9.06K <0.01% Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 43 shares; 2024Q2: not loaded; 2024Q3: 43 shares 43 $8.99K <0.01% Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 50 shares; 2024Q1: 50 shares; 2024Q2: not loaded; 2024Q3: 50 shares 50 $8.93K <0.01% 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: restricted; 2023Q4: 19 shares; 2024Q1: 19 shares; 2024Q2: not loaded; 2024Q3: 19 shares 19 $8.84K <0.01% Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 212 shares; 2024Q1: 212 shares; 2024Q2: not loaded; 2024Q3: 212 shares 212 $8.74K <0.01% Timeline VKQ INVESCO MUNICIPAL TRUST More: the full row for INVESCO MUNICIPAL TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 850 shares; 2024Q1: 850 shares; 2024Q2: not loaded; 2024Q3: 850 shares 850 $8.72K <0.01% 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: restricted; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: not loaded; 2024Q3: 84 shares 84 $8.62K <0.01% Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 91 shares; 2024Q1: 91 shares; 2024Q2: not loaded; 2024Q3: 91 shares 91 $8.55K <0.01% Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 18 shares; 2024Q1: 18 shares; 2024Q2: not loaded; 2024Q3: 18 shares 18 $8.54K <0.01% Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 29 shares; 2024Q1: 29 shares; 2024Q2: not loaded; 2024Q3: 29 shares 29 $8.54K <0.01% 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: restricted; 2023Q4: 814 shares; 2024Q1: 577 shares; 2024Q2: not loaded; 2024Q3: 161 shares 161 $8.3K <0.01% Timeline PIMCO MUN INCOME FD III PIMCO MUN INCOME FD III More: the full row for PIMCO MUN INCOME FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,480 shares; 2024Q1: 2,480 shares; 2024Q2: not loaded; 2024Q3: 1,000 shares 1,000 $8.26K <0.01% VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 83 shares; 2024Q1: 83 shares; 2024Q2: not loaded; 2024Q3: 83 shares 83 $8.26K <0.01% Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10 shares; 2024Q1: 10 shares; 2024Q2: not loaded; 2024Q3: 40 shares 40 $8.23K <0.01% Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 26 shares; 2024Q1: 26 shares; 2024Q2: not loaded; 2024Q3: 26 shares 26 $8.23K <0.01% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 62 shares; 2024Q1: 62 shares; 2024Q2: not loaded; 2024Q3: 62 shares 62 $8.19K <0.01% Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 142 shares; 2024Q1: 142 shares; 2024Q2: not loaded; 2024Q3: 142 shares 142 $8.18K <0.01% Timeline TOLZ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 156 shares; 2024Q1: 157 shares; 2024Q2: not loaded; 2024Q3: 160 shares 160 $8.07K <0.01% 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: restricted; 2023Q4: 196 shares; 2024Q1: 196 shares; 2024Q2: not loaded; 2024Q3: 196 shares 196 $7.96K <0.01% Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 50 shares; 2024Q1: 50 shares; 2024Q2: not loaded; 2024Q3: 50 shares 50 $7.95K <0.01% Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 27 shares; 2024Q1: 27 shares; 2024Q2: not loaded; 2024Q3: 27 shares 27 $7.93K <0.01% Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 85 shares; 2024Q1: 85 shares; 2024Q2: not loaded; 2024Q3: 64 shares 64 $7.91K <0.01% Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 34 shares; 2024Q1: 34 shares; 2024Q2: not loaded; 2024Q3: 34 shares 34 $7.84K <0.01% Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 70 shares 70 $7.84K <0.01% Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: not loaded; 2024Q3: 100 shares 100 $7.79K <0.01% Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 348 shares; 2024Q1: 348 shares; 2024Q2: not loaded; 2024Q3: 348 shares 348 $7.69K <0.01% Timeline SIGMATRON INTL INC SIGMATRON INTL INC More: the full row for SIGMATRON INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,666 shares; 2024Q1: 2,666 shares; 2024Q2: not loaded; 2024Q3: 2,666 shares 2,666 $7.6K <0.01% CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 28 shares; 2024Q1: 28 shares; 2024Q2: not loaded; 2024Q3: 28 shares 28 $7.59K <0.01% Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 58 shares; 2024Q1: 58 shares; 2024Q2: not loaded; 2024Q3: 116 shares 116 $7.56K <0.01% Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 25 shares; 2024Q1: 25 shares; 2024Q2: not loaded; 2024Q3: 25 shares 25 $7.55K <0.01% Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 60 shares; 2024Q1: 60 shares; 2024Q2: not loaded; 2024Q3: 60 shares 60 $7.46K <0.01% Timeline INDA 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: restricted; 2023Q4: 126 shares; 2024Q1: 126 shares; 2024Q2: not loaded; 2024Q3: 126 shares 126 $7.39K <0.01% 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: restricted; 2023Q4: 58 shares; 2024Q1: 58 shares; 2024Q2: not loaded; 2024Q3: 58 shares 58 $7.36K <0.01% Timeline HEI-A 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: restricted; 2023Q4: 36 shares; 2024Q1: 36 shares; 2024Q2: not loaded; 2024Q3: 36 shares 36 $7.33K <0.01% Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 59 shares; 2024Q1: 60 shares; 2024Q2: not loaded; 2024Q3: 61 shares 61 $7.27K <0.01% Timeline GRID 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: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 200 shares 200 $7.18K <0.01% Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 150 shares; 2024Q1: 150 shares; 2024Q2: not loaded; 2024Q3: 100 shares 100 $7.15K <0.01% Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 116 shares; 2024Q1: 116 shares; 2024Q2: not loaded; 2024Q3: 116 shares 116 $7.13K <0.01% Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14 shares; 2024Q1: 14 shares; 2024Q2: not loaded; 2024Q3: 14 shares 14 $7.09K <0.01% Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 600 shares; 2024Q2: not loaded; 2024Q3: 800 shares 800 $6.99K <0.01% 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: restricted; 2023Q4: 132 shares; 2024Q1: 132 shares; 2024Q2: not loaded; 2024Q3: 132 shares 132 $6.92K <0.01% Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 26 shares 26 $6.86K <0.01% Timeline RWR 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: restricted; 2023Q4: 64 shares; 2024Q1: 64 shares; 2024Q2: not loaded; 2024Q3: 64 shares 64 $6.83K <0.01% 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: restricted; 2023Q4: 13 shares; 2024Q1: 13 shares; 2024Q2: not loaded; 2024Q3: 13 shares 13 $6.76K <0.01% Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 60 shares; 2024Q1: 60 shares; 2024Q2: not loaded; 2024Q3: 60 shares 60 $6.71K <0.01% Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 25 shares; 2024Q1: 25 shares; 2024Q2: not loaded; 2024Q3: 25 shares 25 $6.7K <0.01% 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: restricted; 2023Q4: 18 shares; 2024Q1: 18 shares; 2024Q2: not loaded; 2024Q3: 18 shares 18 $6.67K <0.01% Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 111 shares; 2024Q1: 112 shares; 2024Q2: not loaded; 2024Q3: 112 shares 112 $6.63K <0.01% Timeline EMTY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: not loaded; 2024Q3: 500 shares 500 $6.59K <0.01% Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 85 shares; 2024Q1: 85 shares; 2024Q2: not loaded; 2024Q3: 85 shares 85 $6.56K <0.01% Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 67 shares; 2024Q1: 67 shares; 2024Q2: not loaded; 2024Q3: 67 shares 67 $6.55K <0.01% Timeline DIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 332 shares; 2024Q1: 338 shares; 2024Q2: not loaded; 2024Q3: 348 shares 348 $6.5K <0.01% Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: not loaded; 2024Q3: 100 shares 100 $6.47K <0.01% Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 218 shares; 2024Q1: 218 shares; 2024Q2: not loaded; 2024Q3: 218 shares 218 $6.44K <0.01% Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 62 shares; 2024Q1: 62 shares; 2024Q2: not loaded; 2024Q3: 62 shares 62 $6.3K <0.01% Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 181 shares; 2024Q1: 181 shares; 2024Q2: not loaded; 2024Q3: 181 shares 181 $6.27K <0.01% 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: restricted; 2023Q4: 35 shares; 2024Q1: 35 shares; 2024Q2: not loaded; 2024Q3: 35 shares 35 $6.23K <0.01% Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 61 shares; 2024Q1: 61 shares; 2024Q2: not loaded; 2024Q3: 62 shares 62 $6.17K <0.01% 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: restricted; 2023Q4: 73 shares; 2024Q1: 73 shares; 2024Q2: not loaded; 2024Q3: 73 shares 73 $6.12K <0.01% Timeline IDV 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: restricted; 2023Q4: 194 shares; 2024Q1: 196 shares; 2024Q2: not loaded; 2024Q3: 201 shares 201 $6.07K <0.01% Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 48 shares; 2024Q1: 48 shares; 2024Q2: not loaded; 2024Q3: 48 shares 48 $6.06K <0.01% 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: restricted; 2023Q4: 57 shares; 2024Q1: 57 shares; 2024Q2: not loaded; 2024Q3: 57 shares 57 $5.96K <0.01% Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,400 shares; 2024Q1: 1,400 shares; 2024Q2: not loaded; 2024Q3: 1,400 shares 1,400 $5.95K <0.01% Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 153 shares; 2024Q1: 154 shares; 2024Q2: not loaded; 2024Q3: 156 shares 156 $5.94K <0.01% Timeline OPK OPKO HEALTH INC More: the full row for OPKO HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,950 shares; 2024Q1: 3,950 shares; 2024Q2: not loaded; 2024Q3: 3,950 shares 3,950 $5.89K <0.01% Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 35 shares; 2024Q1: 35 shares; 2024Q2: not loaded; 2024Q3: 35 shares 35 $5.81K <0.01% Timeline BSTZ BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,300 shares; 2024Q1: 1,300 shares; 2024Q2: not loaded; 2024Q3: 300 shares 300 $5.76K <0.01% Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 25 shares; 2024Q1: 25 shares; 2024Q2: not loaded; 2024Q3: 25 shares 25 $5.66K <0.01% Timeline FPX 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: restricted; 2023Q4: 51 shares; 2024Q1: 51 shares; 2024Q2: not loaded; 2024Q3: 51 shares 51 $5.62K <0.01% Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11 shares; 2024Q1: 11 shares; 2024Q2: not loaded; 2024Q3: 11 shares 11 $5.57K <0.01% 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: restricted; 2023Q4: 37 shares; 2024Q1: 37 shares; 2024Q2: not loaded; 2024Q3: 37 shares 37 $5.57K <0.01% Timeline XVV 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: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 125 shares 125 $5.53K <0.01% 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: restricted; 2023Q4: 24 shares; 2024Q1: 24 shares; 2024Q2: not loaded; 2024Q3: 24 shares 24 $5.52K <0.01% Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 45 shares; 2024Q1: 45 shares; 2024Q2: not loaded; 2024Q3: 45 shares 45 $5.51K <0.01% Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 24 shares; 2024Q1: 24 shares; 2024Q2: not loaded; 2024Q3: 24 shares 24 $5.5K <0.01% Timeline XPEV XPENG INC More: the full row for XPENG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 510 shares; 2024Q1: 600 shares; 2024Q2: not loaded; 2024Q3: 450 shares 450 $5.48K <0.01% Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 15 shares; 2024Q2: not loaded; 2024Q3: 134 shares 134 $5.44K <0.01% Timeline PJP 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: restricted; 2023Q4: 61 shares; 2024Q1: 61 shares; 2024Q2: not loaded; 2024Q3: 62 shares 62 $5.35K <0.01% Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 53 shares; 2024Q1: 53 shares; 2024Q2: not loaded; 2024Q3: 53 shares 53 $5.31K <0.01% Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 73 shares; 2024Q1: 73 shares; 2024Q2: not loaded; 2024Q3: 73 shares 73 $5.3K <0.01% Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: not loaded; 2024Q3: 467 shares 467 $5.24K <0.01% Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 56 shares; 2024Q1: 56 shares; 2024Q2: not loaded; 2024Q3: 56 shares 56 $5.04K <0.01% Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 64 shares; 2024Q1: 64 shares; 2024Q2: not loaded; 2024Q3: 64 shares 64 $5.04K <0.01% 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: restricted; 2023Q4: 111 shares; 2024Q1: 111 shares; 2024Q2: not loaded; 2024Q3: 111 shares 111 $5K <0.01% Timeline IGSB 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: restricted; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: not loaded; 2024Q3: 94 shares 94 $4.97K <0.01% Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 20 shares; 2024Q2: not loaded; 2024Q3: 20 shares 20 $4.89K <0.01% Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 45 shares; 2024Q1: 45 shares; 2024Q2: not loaded; 2024Q3: 45 shares 45 $4.86K <0.01% Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 39 shares; 2024Q1: 39 shares; 2024Q2: not loaded; 2024Q3: 39 shares 39 $4.86K <0.01% Timeline MIDU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 750 shares; 2024Q1: 205 shares; 2024Q2: not loaded; 2024Q3: 85 shares 85 $4.67K <0.01% 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: restricted; 2023Q4: 1,232 shares; 2024Q1: 688 shares; 2024Q2: not loaded; 2024Q3: 78 shares 78 $4.65K <0.01% Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 39 shares; 2024Q1: 39 shares; 2024Q2: not loaded; 2024Q3: 39 shares 39 $4.62K <0.01% Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 124 shares; 2024Q1: 125 shares; 2024Q2: not loaded; 2024Q3: 127 shares 127 $4.6K <0.01% Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 57 shares; 2024Q1: 57 shares; 2024Q2: not loaded; 2024Q3: 59 shares 59 $4.59K <0.01% 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: restricted; 2023Q4: 19 shares; 2024Q1: 19 shares; 2024Q2: not loaded; 2024Q3: 19 shares 19 $4.52K <0.01% Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3 shares; 2024Q1: 3 shares; 2024Q2: not loaded; 2024Q3: 3 shares 3 $4.5K <0.01% Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 34 shares; 2024Q1: 34 shares; 2024Q2: not loaded; 2024Q3: 34 shares 34 $4.44K <0.01% Timeline RUM RUM GROUP INC More: the full row for RUM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 800 shares; 2024Q2: not loaded; 2024Q3: 800 shares 800 $4.29K <0.01% Timeline SPB SPECTRUM BRANDS HOLDINGS INC More: the full row for SPECTRUM BRANDS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 45 shares; 2024Q1: 45 shares; 2024Q2: not loaded; 2024Q3: 45 shares 45 $4.28K <0.01% Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 82 shares 82 $4.28K <0.01% Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 30 shares; 2024Q1: 30 shares; 2024Q2: not loaded; 2024Q3: 30 shares 30 $4.21K <0.01% Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 48 shares; 2024Q1: 48 shares; 2024Q2: not loaded; 2024Q3: 48 shares 48 $4.2K <0.01% 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: restricted; 2023Q4: 31 shares; 2024Q1: 31 shares; 2024Q2: not loaded; 2024Q3: 31 shares 31 $4.16K <0.01% Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 180 shares; 2024Q1: 180 shares; 2024Q2: not loaded; 2024Q3: 180 shares 180 $4.14K <0.01% 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: restricted; 2023Q4: 23 shares; 2024Q1: 23 shares; 2024Q2: not loaded; 2024Q3: 23 shares 23 $4.13K <0.01% Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 386 shares; 2024Q1: 386 shares; 2024Q2: not loaded; 2024Q3: 386 shares 386 $4.13K <0.01% Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 150 shares; 2024Q1: 150 shares; 2024Q2: not loaded; 2024Q3: 150 shares 150 $4.12K <0.01% 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: restricted; 2023Q4: 23 shares; 2024Q1: 23 shares; 2024Q2: not loaded; 2024Q3: 23 shares 23 $4.09K <0.01% Timeline TNA DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,025 shares; 2024Q1: 375 shares; 2024Q2: not loaded; 2024Q3: 90 shares 90 $3.99K <0.01% Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: not loaded; 2024Q3: 100 shares 100 $3.98K <0.01% Timeline BARRICK GOLD CORP BARRICK GOLD CORP More: the full row for BARRICK GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: not loaded; 2024Q3: 200 shares 200 $3.98K <0.01% EMQQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 100 shares; 2024Q1: 101 shares; 2024Q2: not loaded; 2024Q3: 101 shares 101 $3.95K <0.01% Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 100 shares; 2024Q1: 101 shares; 2024Q2: not loaded; 2024Q3: 101 shares 101 $3.88K <0.01% Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 357 shares; 2024Q1: 357 shares; 2024Q2: not loaded; 2024Q3: 333 shares 333 $3.87K <0.01% Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 45 shares; 2024Q1: 45 shares; 2024Q2: not loaded; 2024Q3: 45 shares 45 $3.81K <0.01% Timeline VNQI 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: restricted; 2023Q4: 48 shares; 2024Q1: 140 shares; 2024Q2: not loaded; 2024Q3: 81 shares 81 $3.8K <0.01% Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 78 shares; 2024Q1: 78 shares; 2024Q2: not loaded; 2024Q3: 78 shares 78 $3.74K <0.01% Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 46 shares; 2024Q1: 46 shares; 2024Q2: not loaded; 2024Q3: 47 shares 47 $3.68K <0.01% Timeline MMS MAXIMUS INC More: the full row for MAXIMUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 39 shares; 2024Q1: 39 shares; 2024Q2: not loaded; 2024Q3: 39 shares 39 $3.63K <0.01% 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: restricted; 2023Q4: 13 shares; 2024Q1: 13 shares; 2024Q2: not loaded; 2024Q3: 13 shares 13 $3.58K <0.01% Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 854 shares; 2024Q2: not loaded; 2024Q3: 49 shares 49 $3.52K <0.01% Timeline NOV NOV INC More: the full row for NOV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 217 shares; 2024Q1: 218 shares; 2024Q2: not loaded; 2024Q3: 220 shares 220 $3.51K <0.01% Timeline ADUS ADDUS HOMECARE CORP More: the full row for ADDUS HOMECARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 26 shares; 2024Q1: 26 shares; 2024Q2: not loaded; 2024Q3: 26 shares 26 $3.46K <0.01% Timeline IMCV 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: restricted; 2023Q4: 45 shares; 2024Q1: 45 shares; 2024Q2: not loaded; 2024Q3: 45 shares 45 $3.45K <0.01% Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 23 shares; 2024Q1: 23 shares; 2024Q2: not loaded; 2024Q3: 23 shares 23 $3.44K <0.01% Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16 shares; 2024Q1: 16 shares; 2024Q2: not loaded; 2024Q3: 16 shares 16 $3.36K <0.01% Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 30 shares; 2024Q1: 30 shares; 2024Q2: not loaded; 2024Q3: 30 shares 30 $3.32K <0.01% Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 55 shares; 2024Q1: 55 shares; 2024Q2: not loaded; 2024Q3: 55 shares 55 $3.28K <0.01% Timeline GLOBAL X FDS GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: not loaded; 2024Q3: 300 shares 300 $3.23K <0.01% AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5 shares; 2024Q1: 3 shares; 2024Q2: not loaded; 2024Q3: 1 shares 1 $3.15K <0.01% Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 588 shares; 2024Q1: 588 shares; 2024Q2: not loaded; 2024Q3: 188 shares 188 $3.15K <0.01% Timeline CC CHEMOURS CO More: the full row for CHEMOURS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 151 shares; 2024Q1: 152 shares; 2024Q2: not loaded; 2024Q3: 153 shares 153 $3.1K <0.01% Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 66 shares; 2024Q1: 66 shares; 2024Q2: not loaded; 2024Q3: 66 shares 66 $3.09K <0.01% Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 117 shares; 2024Q1: 117 shares; 2024Q2: not loaded; 2024Q3: 117 shares 117 $2.96K <0.01% Timeline RDN RADIAN GROUP INC More: the full row for RADIAN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 585 shares; 2024Q1: 585 shares; 2024Q2: not loaded; 2024Q3: 85 shares 85 $2.95K <0.01% Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 72 shares; 2024Q1: 72 shares; 2024Q2: not loaded; 2024Q3: 72 shares 72 $2.92K <0.01% Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 47 shares; 2024Q1: 47 shares; 2024Q2: not loaded; 2024Q3: 47 shares 47 $2.91K <0.01% Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 66 shares; 2024Q1: 66 shares; 2024Q2: not loaded; 2024Q3: 67 shares 67 $2.91K <0.01% Timeline FNDE 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: restricted; 2023Q4: not reported; 2024Q1: 1,348 shares; 2024Q2: not loaded; 2024Q3: 87 shares 87 $2.81K <0.01% Timeline PAYS PAYSIGN INC More: the full row for PAYSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,880 shares; 2024Q1: 1,880 shares; 2024Q2: not loaded; 2024Q3: 750 shares 750 $2.75K <0.01% Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 5 shares; 2024Q2: not loaded; 2024Q3: 124 shares 124 $2.72K <0.01% Timeline TE CONNECTIVITY LTD TE CONNECTIVITY LTD More: the full row for TE CONNECTIVITY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 18 shares; 2024Q1: 18 shares; 2024Q2: not loaded; 2024Q3: 18 shares 18 $2.72K <0.01% GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 146 shares; 2024Q1: 146 shares; 2024Q2: not loaded; 2024Q3: 66 shares 66 $2.71K <0.01% Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 60 shares; 2024Q1: 60 shares; 2024Q2: not loaded; 2024Q3: 60 shares 60 $2.7K <0.01% Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9 shares; 2024Q1: 9 shares; 2024Q2: not loaded; 2024Q3: 9 shares 9 $2.68K <0.01% Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 150 shares; 2024Q1: 150 shares; 2024Q2: not loaded; 2024Q3: 20 shares 20 $2.68K <0.01% Timeline NLOP NET LEASE OFFICE PROPERTIES More: the full row for NET LEASE OFFICE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6 shares; 2024Q1: 6 shares; 2024Q2: not loaded; 2024Q3: 87 shares 87 $2.66K <0.01% Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 62 shares; 2024Q1: 62 shares; 2024Q2: not loaded; 2024Q3: 62 shares 62 $2.65K <0.01% Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 47 shares; 2024Q1: 47 shares; 2024Q2: not loaded; 2024Q3: 94 shares 94 $2.64K <0.01% Timeline SCHH 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: restricted; 2023Q4: 713 shares; 2024Q1: 399 shares; 2024Q2: not loaded; 2024Q3: 113 shares 113 $2.63K <0.01% Timeline JPME J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 25 shares; 2024Q1: 25 shares; 2024Q2: not loaded; 2024Q3: 25 shares 25 $2.63K <0.01% Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16 shares; 2024Q1: 16 shares; 2024Q2: not loaded; 2024Q3: 16 shares 16 $2.61K <0.01% Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 44 shares; 2024Q1: 44 shares; 2024Q2: not loaded; 2024Q3: 44 shares 44 $2.51K <0.01% 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: restricted; 2023Q4: 9 shares; 2024Q1: 9 shares; 2024Q2: not loaded; 2024Q3: 9 shares 9 $2.48K <0.01% 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: restricted; 2023Q4: 28 shares; 2024Q1: 28 shares; 2024Q2: not loaded; 2024Q3: 28 shares 28 $2.48K <0.01% Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 26 shares; 2024Q1: 26 shares; 2024Q2: not loaded; 2024Q3: 26 shares 26 $2.45K <0.01% Timeline USLM UNITED STS LIME & MINERALS I More: the full row for UNITED STS LIME & MINERALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 18 shares; 2024Q1: 9 shares; 2024Q2: not loaded; 2024Q3: 25 shares 25 $2.44K <0.01% Timeline DEFIANCE NEXT GEN H2 ETF DEFIANCE NEXT GEN H2 ETF More: the full row for DEFIANCE NEXT GEN H2 ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 500 shares; 2024Q1: 498 shares; 2024Q2: not loaded; 2024Q3: 500 shares 500 $2.42K <0.01% 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: restricted; 2023Q4: 39 shares; 2024Q1: 27 shares; 2024Q2: not loaded; 2024Q3: 14 shares 14 $2.41K <0.01% Timeline REZI RESIDEO TECHNOLOGIES INC More: the full row for RESIDEO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 119 shares; 2024Q1: 119 shares; 2024Q2: not loaded; 2024Q3: 119 shares 119 $2.4K <0.01% Timeline PDN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 68 shares 68 $2.39K <0.01% Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 75 shares; 2024Q1: 75 shares; 2024Q2: not loaded; 2024Q3: 75 shares 75 $2.35K <0.01% Timeline SCHC 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: restricted; 2023Q4: 429 shares; 2024Q1: 437 shares; 2024Q2: not loaded; 2024Q3: 61 shares 61 $2.35K <0.01% Timeline AOA 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: restricted; 2023Q4: 29 shares; 2024Q1: 29 shares; 2024Q2: not loaded; 2024Q3: 29 shares 29 $2.33K <0.01% 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: restricted; 2023Q4: 142 shares; 2024Q1: 143 shares; 2024Q2: not loaded; 2024Q3: 35 shares 35 $2.27K <0.01% OTEX OPEN TEXT CORP More: the full row for OPEN TEXT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 67 shares; 2024Q1: 67 shares; 2024Q2: not loaded; 2024Q3: 67 shares 67 $2.23K <0.01% Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8 shares; 2024Q1: 8 shares; 2024Q2: not loaded; 2024Q3: 8 shares 8 $2.2K <0.01% Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 26 shares 26 $2.19K <0.01% Timeline ASPEN TECHNOLOGY INC ASPEN TECHNOLOGY INC More: the full row for ASPEN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9 shares; 2024Q1: 9 shares; 2024Q2: not loaded; 2024Q3: 9 shares 9 $2.15K <0.01% HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 54 shares; 2024Q1: 4 shares; 2024Q2: not loaded; 2024Q3: 4 shares 4 $2.13K <0.01% Timeline PARAMOUNT GLOBAL PARAMOUNT GLOBAL More: the full row for PARAMOUNT GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 199 shares; 2024Q1: 199 shares; 2024Q2: not loaded; 2024Q3: 199 shares 199 $2.11K <0.01% QEMM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 32 shares; 2024Q1: 32 shares; 2024Q2: not loaded; 2024Q3: 33 shares 33 $2.08K <0.01% Timeline NG NOVAGOLD RESOURCES INC More: the full row for NOVAGOLD RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 500 shares; 2024Q2: not loaded; 2024Q3: 500 shares 500 $2.05K <0.01% Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13 shares; 2024Q1: 13 shares; 2024Q2: not loaded; 2024Q3: 13 shares 13 $2.03K <0.01% Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14 shares; 2024Q1: 14 shares; 2024Q2: not loaded; 2024Q3: 14 shares 14 $2.03K <0.01% 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: restricted; 2023Q4: 6 shares; 2024Q1: 6 shares; 2024Q2: not loaded; 2024Q3: 6 shares 6 $2.01K <0.01% Timeline AEO AMERICAN EAGLE OUTFITTERS IN More: the full row for AMERICAN EAGLE OUTFITTERS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 88 shares; 2024Q1: 88 shares; 2024Q2: not loaded; 2024Q3: 88 shares 88 $1.97K <0.01% Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 112 shares; 2024Q1: 112 shares; 2024Q2: not loaded; 2024Q3: 112 shares 112 $1.97K <0.01% Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 17 shares; 2024Q1: 17 shares; 2024Q2: not loaded; 2024Q3: 17 shares 17 $1.92K <0.01% Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 130 shares; 2024Q1: 34 shares; 2024Q2: not loaded; 2024Q3: 34 shares 34 $1.82K <0.01% Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: not loaded; 2024Q3: 100 shares 100 $1.8K <0.01% Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 33 shares; 2024Q1: 33 shares; 2024Q2: not loaded; 2024Q3: 33 shares 33 $1.78K <0.01% Timeline FTRE FORTREA HLDGS INC More: the full row for FORTREA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 85 shares; 2024Q1: 85 shares; 2024Q2: not loaded; 2024Q3: 85 shares 85 $1.7K <0.01% Timeline