IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 158,957 shares; 2024Q1: 158,377 shares; 2024Q2: not loaded; 2024Q3: 155,251 shares; 2024Q4: 149,686 shares 149,686 $60.1M 24.4% -5,565 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 241,966 shares; 2024Q1: 249,131 shares; 2024Q2: not loaded; 2024Q3: 255,026 shares; 2024Q4: 253,893 shares 253,893 $47M 19.08% -1,133 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 465,298 shares; 2024Q1: 484,385 shares; 2024Q2: not loaded; 2024Q3: 499,939 shares; 2024Q4: 505,794 shares 505,794 $24.2M 9.82% +5,855 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 136,592 shares; 2024Q1: 138,126 shares; 2024Q2: not loaded; 2024Q3: 139,538 shares; 2024Q4: 136,225 shares 136,225 $17.3M 7.01% -3,313 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 110,050 shares; 2024Q1: 113,138 shares; 2024Q2: not loaded; 2024Q3: 115,561 shares; 2024Q4: 115,077 shares 115,077 $14.9M 6.04% -484 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 33,223 shares; 2024Q1: 34,322 shares; 2024Q2: not loaded; 2024Q3: 35,087 shares; 2024Q4: 34,708 shares 34,708 $9.99M 4.06% -379 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 54,306 shares; 2024Q1: 56,195 shares; 2024Q2: not loaded; 2024Q3: 57,559 shares; 2024Q4: 57,678 shares 57,678 $9.47M 3.84% +119 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 179,786 shares; 2024Q1: 187,793 shares; 2024Q2: not loaded; 2024Q3: 191,939 shares; 2024Q4: 193,138 shares 193,138 $8.51M 3.45% +1,199 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 90,714 shares; 2024Q1: 92,022 shares; 2024Q2: not loaded; 2024Q3: 91,630 shares; 2024Q4: 91,630 shares 91,630 $6.06M 2.46% 0 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 20,123 shares; 2024Q1: 20,435 shares; 2024Q2: not loaded; 2024Q3: 20,655 shares; 2024Q4: 19,531 shares 19,531 $4.89M 1.99% -1,124 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,334 shares; 2024Q1: 13,907 shares; 2024Q2: not loaded; 2024Q3: 14,044 shares; 2024Q4: 10,716 shares 10,716 $4.33M 1.76% -3,328 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 24,872 shares; 2024Q1: 24,864 shares; 2024Q2: not loaded; 2024Q3: 24,555 shares; 2024Q4: 24,499 shares 24,499 $3.24M 1.31% -56 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,358 shares; 2024Q1: 4,481 shares; 2024Q2: not loaded; 2024Q3: 4,590 shares; 2024Q4: 4,407 shares 4,407 $1.86M 0.75% -183 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 21,375 shares; 2024Q1: 20,822 shares; 2024Q2: not loaded; 2024Q3: 20,833 shares; 2024Q4: 20,645 shares 20,645 $1.47M 0.6% -188 Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,070 shares; 2024Q1: 14,070 shares; 2024Q2: not loaded; 2024Q3: 13,820 shares; 2024Q4: 13,820 shares 13,820 $1.46M 0.59% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,945 shares; 2024Q1: 4,625 shares; 2024Q2: not loaded; 2024Q3: 4,796 shares; 2024Q4: 4,802 shares 4,802 $1.39M 0.56% +6 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,172 shares; 2024Q1: 2,159 shares; 2024Q2: not loaded; 2024Q3: 2,102 shares; 2024Q4: 2,053 shares 2,053 $1.29M 0.52% -49 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,511 shares; 2024Q1: 6,605 shares; 2024Q2: not loaded; 2024Q3: 6,603 shares; 2024Q4: 6,616 shares 6,616 $1.12M 0.45% +13 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 17,043 shares; 2024Q1: 17,043 shares; 2024Q2: not loaded; 2024Q3: 12,604 shares; 2024Q4: 14,817 shares 14,817 $1.07M 0.43% +2,213 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,559 shares; 2024Q1: 7,579 shares; 2024Q2: not loaded; 2024Q3: 7,626 shares; 2024Q4: 7,638 shares 7,638 $822K 0.33% +12 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,381 shares; 2024Q1: 4,143 shares; 2024Q2: not loaded; 2024Q3: 4,293 shares; 2024Q4: 4,255 shares 4,255 $810K 0.33% -38 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,287 shares; 2024Q1: 1,291 shares; 2024Q2: not loaded; 2024Q3: 1,292 shares; 2024Q4: 1,294 shares 1,294 $759K 0.31% +2 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,146 shares; 2024Q1: 1,147 shares; 2024Q2: not loaded; 2024Q3: 1,148 shares; 2024Q4: 1,068 shares 1,068 $629K 0.26% -80 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,084 shares; 2024Q1: 1,509 shares; 2024Q2: not loaded; 2024Q3: 1,516 shares; 2024Q4: 1,530 shares 1,530 $628K 0.25% +14 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,604 shares; 2024Q1: 3,619 shares; 2024Q2: not loaded; 2024Q3: 3,806 shares; 2024Q4: 3,663 shares 3,663 $614K 0.25% -143 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,180 shares; 2024Q1: 3,180 shares; 2024Q2: not loaded; 2024Q3: 3,551 shares; 2024Q4: 3,183 shares 3,183 $603K 0.24% -368 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 472 shares; 2024Q1: 486 shares; 2024Q2: not loaded; 2024Q3: 5,462 shares; 2024Q4: 4,221 shares 4,221 $567K 0.23% -1,241 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,923 shares; 2024Q1: 1,774 shares; 2024Q2: not loaded; 2024Q3: 2,221 shares; 2024Q4: 2,046 shares 2,046 $490K 0.2% -175 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,461 shares; 2024Q1: 2,561 shares; 2024Q2: not loaded; 2024Q3: 2,555 shares; 2024Q4: 2,501 shares 2,501 $405K 0.16% -54 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,118 shares; 2024Q1: 6,118 shares; 2024Q2: not loaded; 2024Q3: 6,185 shares; 2024Q4: 6,246 shares 6,246 $389K 0.16% +61 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,993 shares; 2024Q1: 1,954 shares; 2024Q2: not loaded; 2024Q3: 2,220 shares; 2024Q4: 1,756 shares 1,756 $385K 0.16% -464 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 818 shares; 2024Q1: 837 shares; 2024Q2: not loaded; 2024Q3: 827 shares; 2024Q4: 827 shares 827 $375K 0.15% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 469 shares; 2024Q1: 505 shares; 2024Q2: not loaded; 2024Q3: 450 shares; 2024Q4: 394 shares 394 $361K 0.15% -56 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 840 shares; 2024Q1: 685 shares; 2024Q2: not loaded; 2024Q3: 675 shares; 2024Q4: 677 shares 677 $346K 0.14% +2 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,681 shares; 2024Q1: 1,681 shares; 2024Q2: not loaded; 2024Q3: 1,681 shares; 2024Q4: 1,681 shares 1,681 $324K 0.13% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,507 shares; 2024Q1: 7,896 shares; 2024Q2: not loaded; 2024Q3: 7,783 shares; 2024Q4: 7,589 shares 7,589 $321K 0.13% -194 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,771 shares; 2024Q1: 2,702 shares; 2024Q2: not loaded; 2024Q3: 2,665 shares; 2024Q4: 2,379 shares 2,379 $312K 0.13% -286 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,183 shares; 2024Q1: 1,296 shares; 2024Q2: not loaded; 2024Q3: 1,390 shares; 2024Q4: 1,299 shares 1,299 $286K 0.12% -91 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 556 shares; 2024Q1: 576 shares; 2024Q2: not loaded; 2024Q3: 578 shares; 2024Q4: 578 shares 578 $281K 0.11% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 829 shares; 2024Q1: 829 shares; 2024Q2: not loaded; 2024Q3: 830 shares; 2024Q4: 830 shares 830 $262K 0.11% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,451 shares; 2024Q1: 5,451 shares; 2024Q2: not loaded; 2024Q3: 5,428 shares; 2024Q4: 5,428 shares 5,428 $260K 0.11% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,196 shares; 2024Q1: 1,196 shares; 2024Q2: not loaded; 2024Q3: 1,122 shares; 2024Q4: 1,123 shares 1,123 $256K 0.1% +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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,905 shares; 2024Q1: 10,922 shares; 2024Q2: not loaded; 2024Q3: 10,958 shares; 2024Q4: 10,972 shares 10,972 $250K 0.1% +14 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,088 shares; 2024Q1: 1,128 shares; 2024Q2: not loaded; 2024Q3: 1,128 shares; 2024Q4: 1,102 shares 1,102 $244K 0.1% -26 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,985 shares; 2024Q1: 6,003 shares; 2024Q2: not loaded; 2024Q3: 6,514 shares; 2024Q4: 7,022 shares 7,022 $240K 0.1% +508 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,812 shares; 2024Q1: 2,812 shares; 2024Q2: not loaded; 2024Q3: 2,812 shares; 2024Q4: 2,812 shares 2,812 $231K 0.09% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 736 shares; 2024Q1: 736 shares; 2024Q2: not loaded; 2024Q3: 938 shares; 2024Q4: 938 shares 938 $227K 0.09% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,607 shares; 2024Q1: 1,675 shares; 2024Q2: not loaded; 2024Q3: 1,646 shares; 2024Q4: 1,550 shares 1,550 $224K 0.09% -96 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,160 shares; 2024Q1: 1,333 shares; 2024Q2: not loaded; 2024Q3: 1,242 shares; 2024Q4: 1,246 shares 1,246 $221K 0.09% +4 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 274 shares; 2024Q1: 274 shares; 2024Q2: not loaded; 2024Q3: 340 shares; 2024Q4: 284 shares 284 $219K 0.09% -56 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 587 shares; 2024Q1: 587 shares; 2024Q2: not loaded; 2024Q3: 803 shares; 2024Q4: 1,174 shares 1,174 $214K 0.09% +371 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,313 shares; 2024Q1: 2,313 shares; 2024Q2: not loaded; 2024Q3: 2,284 shares; 2024Q4: 2,284 shares 2,284 $213K 0.09% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 878 shares; 2024Q1: 878 shares; 2024Q2: not loaded; 2024Q3: 1,044 shares; 2024Q4: 878 shares 878 $198K 0.08% -166 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 995 shares; 2024Q1: 1,144 shares; 2024Q2: not loaded; 2024Q3: 1,632 shares; 2024Q4: 1,366 shares 1,366 $198K 0.08% -266 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,347 shares; 2024Q1: 1,347 shares; 2024Q2: not loaded; 2024Q3: 1,347 shares; 2024Q4: 1,347 shares 1,347 $188K 0.08% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,189 shares; 2024Q1: 4,194 shares; 2024Q2: not loaded; 2024Q3: 4,107 shares; 2024Q4: 4,112 shares 4,112 $181K 0.07% +5 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 139 shares; 2024Q1: 139 shares; 2024Q2: not loaded; 2024Q3: 139 shares; 2024Q4: 139 shares 139 $176K 0.07% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,486 shares; 2024Q1: 1,486 shares; 2024Q2: not loaded; 2024Q3: 1,486 shares; 2024Q4: 1,288 shares 1,288 $166K 0.07% -198 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,308 shares; 2024Q1: 2,265 shares; 2024Q2: not loaded; 2024Q3: 1,844 shares; 2024Q4: 1,519 shares 1,519 $162K 0.07% -325 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 550 shares; 2024Q1: 550 shares; 2024Q2: not loaded; 2024Q3: 550 shares; 2024Q4: 550 shares 550 $161K 0.07% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 564 shares; 2024Q1: 564 shares; 2024Q2: not loaded; 2024Q3: 564 shares; 2024Q4: 564 shares 564 $156K 0.06% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 1,842 shares; 2024Q2: not loaded; 2024Q3: 1,851 shares; 2024Q4: 1,871 shares 1,871 $152K 0.06% +20 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,711 shares; 2024Q1: 1,711 shares; 2024Q2: not loaded; 2024Q3: 1,711 shares; 2024Q4: 1,711 shares 1,711 $151K 0.06% 0 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,316 shares; 2024Q1: 1,316 shares; 2024Q2: not loaded; 2024Q3: 1,280 shares; 2024Q4: 1,280 shares 1,280 $150K 0.06% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,649 shares; 2024Q1: 1,649 shares; 2024Q2: not loaded; 2024Q3: 1,992 shares; 2024Q4: 1,649 shares 1,649 $150K 0.06% -343 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,105 shares; 2024Q1: 2,105 shares; 2024Q2: not loaded; 2024Q3: 2,055 shares; 2024Q4: 2,055 shares 2,055 $147K 0.06% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,712 shares; 2024Q1: 2,603 shares; 2024Q2: not loaded; 2024Q3: 2,603 shares; 2024Q4: 2,189 shares 2,189 $144K 0.06% -414 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 274 shares; 2024Q1: 274 shares; 2024Q2: not loaded; 2024Q3: 274 shares; 2024Q4: 274 shares 274 $139K 0.06% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,399 shares; 2024Q1: 3,416 shares; 2024Q2: not loaded; 2024Q3: 3,352 shares; 2024Q4: 3,371 shares 3,371 $135K 0.05% +19 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,579 shares; 2024Q1: 4,692 shares; 2024Q2: not loaded; 2024Q3: 4,898 shares; 2024Q4: 4,901 shares 4,901 $130K 0.05% +3 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: not loaded; 2024Q3: 303 shares; 2024Q4: 303 shares 303 $128K 0.05% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 349 shares; 2024Q1: 349 shares; 2024Q2: not loaded; 2024Q3: 489 shares; 2024Q4: 350 shares 350 $127K 0.05% -139 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 316 shares; 2024Q1: 343 shares; 2024Q2: not loaded; 2024Q3: 394 shares; 2024Q4: 318 shares 318 $124K 0.05% -76 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,229 shares; 2024Q1: 1,230 shares; 2024Q2: not loaded; 2024Q3: 1,232 shares; 2024Q4: 1,233 shares 1,233 $123K 0.05% +1 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 469 shares; 2024Q1: 516 shares; 2024Q2: not loaded; 2024Q3: 497 shares; 2024Q4: 483 shares 483 $123K 0.05% -14 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,180 shares; 2024Q1: 1,180 shares; 2024Q2: not loaded; 2024Q3: 1,180 shares; 2024Q4: 1,180 shares 1,180 $120K 0.05% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,687 shares; 2024Q1: 1,687 shares; 2024Q2: not loaded; 2024Q3: 1,387 shares; 2024Q4: 1,387 shares 1,387 $118K 0.05% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,072 shares; 2024Q1: 1,011 shares; 2024Q2: not loaded; 2024Q3: 1,195 shares; 2024Q4: 1,015 shares 1,015 $117K 0.05% -180 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 966 shares; 2024Q1: 967 shares; 2024Q2: not loaded; 2024Q3: 970 shares; 2024Q4: 972 shares 972 $113K 0.05% +2 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,548 shares; 2024Q1: 2,561 shares; 2024Q2: not loaded; 2024Q3: 2,587 shares; 2024Q4: 2,634 shares 2,634 $110K 0.04% +47 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 128 shares; 2024Q1: 128 shares; 2024Q2: not loaded; 2024Q3: 237 shares; 2024Q4: 188 shares 188 $110K 0.04% -49 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,550 shares; 2024Q1: 1,400 shares; 2024Q2: not loaded; 2024Q3: 1,750 shares; 2024Q4: 1,450 shares 1,450 $110K 0.04% -300 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 50 shares; 2024Q1: 198 shares; 2024Q2: not loaded; 2024Q3: 211 shares; 2024Q4: 201 shares 201 $108K 0.04% -10 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 609 shares; 2024Q1: 609 shares; 2024Q2: not loaded; 2024Q3: 700 shares; 2024Q4: 609 shares 609 $108K 0.04% -91 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,000 shares; 2024Q1: 12,000 shares; 2024Q2: not loaded; 2024Q3: 14,000 shares; 2024Q4: 14,000 shares 14,000 $107K 0.04% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,177 shares; 2024Q1: 2,070 shares; 2024Q2: not loaded; 2024Q3: 1,815 shares; 2024Q4: 1,815 shares 1,815 $103K 0.04% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 812 shares; 2024Q1: 772 shares; 2024Q2: not loaded; 2024Q3: 672 shares; 2024Q4: 672 shares 672 $102K 0.04% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,164 shares; 2024Q1: 1,018 shares; 2024Q2: not loaded; 2024Q3: 1,024 shares; 2024Q4: 1,028 shares 1,028 $102K 0.04% +4 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 110 shares; 2024Q1: 110 shares; 2024Q2: not loaded; 2024Q3: 161 shares; 2024Q4: 162 shares 162 $100K 0.04% +1 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 937 shares; 2024Q2: not loaded; 2024Q3: 941 shares; 2024Q4: 947 shares 947 $99.9K 0.04% +6 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 174 shares; 2024Q1: 174 shares; 2024Q2: not loaded; 2024Q3: 235 shares; 2024Q4: 174 shares 174 $99.2K 0.04% -61 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,277 shares; 2024Q1: 1,600 shares; 2024Q2: not loaded; 2024Q3: 1,618 shares; 2024Q4: 1,642 shares 1,642 $96.7K 0.04% +24 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 185 shares; 2024Q1: 185 shares; 2024Q2: not loaded; 2024Q3: 185 shares; 2024Q4: 185 shares 185 $96.4K 0.04% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 511 shares; 2024Q1: 512 shares; 2024Q2: not loaded; 2024Q3: 514 shares; 2024Q4: 514 shares 514 $95K 0.04% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 699 shares; 2024Q1: 700 shares; 2024Q2: not loaded; 2024Q3: 701 shares; 2024Q4: 702 shares 702 $92.9K 0.04% +1 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 149 shares; 2024Q1: 526 shares; 2024Q2: not loaded; 2024Q3: 1,383 shares; 2024Q4: 1,027 shares 1,027 $92.8K 0.04% -356 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 378 shares; 2024Q1: 378 shares; 2024Q2: not loaded; 2024Q3: 378 shares; 2024Q4: 378 shares 378 $88.7K 0.04% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 781 shares; 2024Q1: 782 shares; 2024Q2: not loaded; 2024Q3: 986 shares; 2024Q4: 783 shares 783 $88.6K 0.04% -203 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,903 shares; 2024Q1: 1,925 shares; 2024Q2: not loaded; 2024Q3: 2,001 shares; 2024Q4: 2,026 shares 2,026 $87.6K 0.04% +25 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 950 shares; 2024Q1: 950 shares; 2024Q2: not loaded; 2024Q3: 950 shares; 2024Q4: 950 shares 950 $86.4K 0.04% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 425 shares; 2024Q1: 426 shares; 2024Q2: not loaded; 2024Q3: 427 shares; 2024Q4: 408 shares 408 $85.8K 0.03% -19 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 900 shares; 2024Q1: 900 shares; 2024Q2: not loaded; 2024Q3: 900 shares; 2024Q4: 900 shares 900 $84.6K 0.03% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 147 shares; 2024Q1: 147 shares; 2024Q2: not loaded; 2024Q3: 193 shares; 2024Q4: 147 shares 147 $84.2K 0.03% -46 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 132 shares; 2024Q1: 132 shares; 2024Q2: not loaded; 2024Q3: 132 shares; 2024Q4: 132 shares 132 $84K 0.03% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 145 shares; 2024Q1: 145 shares; 2024Q2: not loaded; 2024Q3: 145 shares; 2024Q4: 145 shares 145 $82.6K 0.03% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15 shares; 2024Q1: 10 shares; 2024Q2: not loaded; 2024Q3: 205 shares; 2024Q4: 228 shares 228 $78K 0.03% +23 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: not loaded; 2024Q3: 500 shares; 2024Q4: 500 shares 500 $76.9K 0.03% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 988 shares; 2024Q1: 990 shares; 2024Q2: not loaded; 2024Q3: 993 shares; 2024Q4: 995 shares 995 $76.1K 0.03% +2 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 240 shares; 2024Q1: 240 shares; 2024Q2: not loaded; 2024Q3: 241 shares; 2024Q4: 326 shares 326 $74K 0.03% +85 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,412 shares; 2024Q1: 1,348 shares; 2024Q2: not loaded; 2024Q3: 1,408 shares; 2024Q4: 1,413 shares 1,413 $73.8K 0.03% +5 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 243 shares; 2024Q1: 243 shares; 2024Q2: not loaded; 2024Q3: 243 shares; 2024Q4: 243 shares 243 $72.1K 0.03% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,100 shares; 2024Q1: 2,100 shares; 2024Q2: not loaded; 2024Q3: 2,100 shares; 2024Q4: 2,100 shares 2,100 $71.5K 0.03% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,495 shares; 2024Q1: 4,676 shares; 2024Q2: not loaded; 2024Q3: 4,676 shares; 2024Q4: 4,676 shares 4,676 $71.4K 0.03% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 94 shares; 2024Q1: 94 shares; 2024Q2: not loaded; 2024Q3: 1,298 shares; 2024Q4: 1,298 shares 1,298 $70.7K 0.03% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,500 shares; 2024Q1: 2,500 shares; 2024Q2: not loaded; 2024Q3: 2,600 shares; 2024Q4: 2,600 shares 2,600 $70.3K 0.03% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 380 shares; 2024Q1: 381 shares; 2024Q2: not loaded; 2024Q3: 382 shares; 2024Q4: 382 shares 382 $70.1K 0.03% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,700 shares; 2024Q1: 5,700 shares; 2024Q2: not loaded; 2024Q3: 5,700 shares; 2024Q4: 5,700 shares 5,700 $69.9K 0.03% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1 shares; 2024Q1: 270 shares; 2024Q2: not loaded; 2024Q3: 288 shares; 2024Q4: 290 shares 290 $69.6K 0.03% +2 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14 shares; 2024Q1: 14 shares; 2024Q2: not loaded; 2024Q3: 14 shares; 2024Q4: 14 shares 14 $69.6K 0.03% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 126 shares; 2024Q1: 156 shares; 2024Q2: not loaded; 2024Q3: 156 shares; 2024Q4: 156 shares 156 $69.4K 0.03% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 749 shares; 2024Q1: 749 shares; 2024Q2: not loaded; 2024Q3: 749 shares; 2024Q4: 749 shares 749 $67.5K 0.03% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 129 shares; 2024Q1: 129 shares; 2024Q2: not loaded; 2024Q3: 129 shares; 2024Q4: 129 shares 129 $67.2K 0.03% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,791 shares; 2024Q1: 4,911 shares; 2024Q2: not loaded; 2024Q3: 4,890 shares; 2024Q4: 4,890 shares 4,890 $66.9K 0.03% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 337 shares; 2024Q1: 338 shares; 2024Q2: not loaded; 2024Q3: 338 shares; 2024Q4: 339 shares 339 $66.4K 0.03% +1 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 371 shares; 2024Q1: 373 shares; 2024Q2: not loaded; 2024Q3: 460 shares; 2024Q4: 380 shares 380 $65.6K 0.03% -80 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 554 shares; 2024Q1: 558 shares; 2024Q2: not loaded; 2024Q3: 563 shares; 2024Q4: 575 shares 575 $64.5K 0.03% +12 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 803 shares; 2024Q1: 803 shares; 2024Q2: not loaded; 2024Q3: 803 shares; 2024Q4: 803 shares 803 $64.2K 0.03% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,105 shares; 2024Q1: 1,105 shares; 2024Q2: not loaded; 2024Q3: 1,105 shares; 2024Q4: 1,105 shares 1,105 $63.5K 0.03% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 185 shares; 2024Q1: 925 shares; 2024Q2: not loaded; 2024Q3: 925 shares; 2024Q4: 1,005 shares 1,005 $62.6K 0.03% +80 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: not loaded; 2024Q3: 300 shares; 2024Q4: 900 shares 900 $61.8K 0.03% +600 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 250 shares; 2024Q1: 291 shares; 2024Q2: not loaded; 2024Q3: 306 shares; 2024Q4: 306 shares 306 $61.7K 0.03% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 141 shares; 2024Q1: 142 shares; 2024Q2: not loaded; 2024Q3: 143 shares; 2024Q4: 143 shares 143 $61K 0.02% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 698 shares; 2024Q1: 667 shares; 2024Q2: not loaded; 2024Q3: 668 shares; 2024Q4: 668 shares 668 $59.5K 0.02% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 557 shares; 2024Q1: 557 shares; 2024Q2: not loaded; 2024Q3: 510 shares; 2024Q4: 510 shares 510 $59.3K 0.02% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 483 shares; 2024Q1: 483 shares; 2024Q2: not loaded; 2024Q3: 483 shares; 2024Q4: 483 shares 483 $59.2K 0.02% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 447 shares; 2024Q1: 447 shares; 2024Q2: not loaded; 2024Q3: 447 shares; 2024Q4: 447 shares 447 $59.1K 0.02% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 203 shares; 2024Q1: 303 shares; 2024Q2: not loaded; 2024Q3: 236 shares; 2024Q4: 203 shares 203 $58.9K 0.02% -33 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 578 shares; 2024Q1: 578 shares; 2024Q2: not loaded; 2024Q3: 528 shares; 2024Q4: 528 shares 528 $58.8K 0.02% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 453 shares; 2024Q1: 456 shares; 2024Q2: not loaded; 2024Q3: 461 shares; 2024Q4: 463 shares 463 $58.4K 0.02% +2 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 226 shares; 2024Q1: 226 shares; 2024Q2: not loaded; 2024Q3: 226 shares; 2024Q4: 226 shares 226 $58.2K 0.02% 0 Timeline LAM RESEARCH CORP LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 80 shares; 2024Q1: 80 shares; 2024Q2: not loaded; 2024Q3: 80 shares; 2024Q4: 796 shares 796 $57.5K 0.02% +716 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 161 shares; 2024Q1: 161 shares; 2024Q2: not loaded; 2024Q3: 161 shares; 2024Q4: 161 shares 161 $56.6K 0.02% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 445 shares; 2024Q1: 492 shares; 2024Q2: not loaded; 2024Q3: 957 shares; 2024Q4: 449 shares 449 $56.5K 0.02% -508 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 464 shares; 2024Q1: 464 shares; 2024Q2: not loaded; 2024Q3: 470 shares; 2024Q4: 480 shares 480 $54.9K 0.02% +10 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,644 shares; 2024Q1: 1,644 shares; 2024Q2: not loaded; 2024Q3: 1,444 shares; 2024Q4: 1,444 shares 1,444 $54.2K 0.02% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 700 shares; 2024Q1: 700 shares; 2024Q2: not loaded; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares 1,000 $52.8K 0.02% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 344 shares; 2024Q1: 344 shares; 2024Q2: not loaded; 2024Q3: 384 shares; 2024Q4: 344 shares 344 $52.6K 0.02% -40 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 846 shares; 2024Q1: 846 shares; 2024Q2: not loaded; 2024Q3: 846 shares; 2024Q4: 846 shares 846 $52.4K 0.02% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 105 shares; 2024Q1: 105 shares; 2024Q2: not loaded; 2024Q3: 105 shares; 2024Q4: 105 shares 105 $52.3K 0.02% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,103 shares; 2024Q1: 1,103 shares; 2024Q2: not loaded; 2024Q3: 1,049 shares; 2024Q4: 863 shares 863 $51.1K 0.02% -186 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 299 shares; 2024Q1: 299 shares; 2024Q2: not loaded; 2024Q3: 427 shares; 2024Q4: 299 shares 299 $48.7K 0.02% -128 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 54 shares; 2024Q1: 54 shares; 2024Q2: not loaded; 2024Q3: 54 shares; 2024Q4: 54 shares 54 $48.1K 0.02% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 303 shares; 2024Q1: 303 shares; 2024Q2: not loaded; 2024Q3: 303 shares; 2024Q4: 305 shares 305 $47.8K 0.02% +2 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 286 shares; 2024Q1: 286 shares; 2024Q2: not loaded; 2024Q3: 286 shares; 2024Q4: 286 shares 286 $47.8K 0.02% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 721 shares; 2024Q1: 721 shares; 2024Q2: not loaded; 2024Q3: 721 shares; 2024Q4: 607 shares 607 $47.5K 0.02% -114 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 530 shares; 2024Q1: 530 shares; 2024Q2: not loaded; 2024Q3: 530 shares; 2024Q4: 530 shares 530 $47.3K 0.02% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 437 shares; 2024Q1: 437 shares; 2024Q2: not loaded; 2024Q3: 437 shares; 2024Q4: 437 shares 437 $47.1K 0.02% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 539 shares; 2024Q1: 467 shares; 2024Q2: not loaded; 2024Q3: 247 shares; 2024Q4: 387 shares 387 $46.7K 0.02% +140 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 380 shares; 2024Q1: 380 shares; 2024Q2: not loaded; 2024Q3: 380 shares; 2024Q4: 380 shares 380 $45.9K 0.02% 0 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 788 shares; 2024Q1: 788 shares; 2024Q2: not loaded; 2024Q3: 788 shares; 2024Q4: 788 shares 788 $45.3K 0.02% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 472 shares; 2024Q1: 474 shares; 2024Q2: not loaded; 2024Q3: 500 shares; 2024Q4: 480 shares 480 $43.8K 0.02% -20 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 629 shares; 2024Q1: 629 shares; 2024Q2: not loaded; 2024Q3: 629 shares; 2024Q4: 429 shares 429 $43.1K 0.02% -200 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 68 shares; 2024Q1: 68 shares; 2024Q2: not loaded; 2024Q3: 68 shares; 2024Q4: 68 shares 68 $42.8K 0.02% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 897 shares; 2024Q1: 897 shares; 2024Q2: not loaded; 2024Q3: 598 shares; 2024Q4: 598 shares 598 $42K 0.02% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 183 shares; 2024Q1: 183 shares; 2024Q2: not loaded; 2024Q3: 184 shares; 2024Q4: 184 shares 184 $41.6K 0.02% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,145 shares; 2024Q1: 1,145 shares; 2024Q2: not loaded; 2024Q3: 1,145 shares; 2024Q4: 1,145 shares 1,145 $41.4K 0.02% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 180 shares; 2024Q1: 180 shares; 2024Q2: not loaded; 2024Q3: 180 shares; 2024Q4: 180 shares 180 $41.3K 0.02% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 700 shares; 2024Q1: 700 shares; 2024Q2: not loaded; 2024Q3: 700 shares; 2024Q4: 700 shares 700 $39.6K 0.02% 0 Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,447 shares; 2024Q1: 1,450 shares; 2024Q2: not loaded; 2024Q3: 1,455 shares; 2024Q4: 1,457 shares 1,457 $39.1K 0.02% +2 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 180 shares; 2024Q1: 180 shares; 2024Q2: not loaded; 2024Q3: 180 shares; 2024Q4: 120 shares 120 $38.7K 0.02% -60 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 224 shares; 2024Q1: 224 shares; 2024Q2: not loaded; 2024Q3: 224 shares; 2024Q4: 224 shares 224 $38.4K 0.02% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 985 shares; 2024Q1: 998 shares; 2024Q2: not loaded; 2024Q3: 1,021 shares; 2024Q4: 1,034 shares 1,034 $38.3K 0.02% +13 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,000 shares; 2024Q1: 3,000 shares; 2024Q2: not loaded; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares 3,000 $38.1K 0.02% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 705 shares; 2024Q1: 705 shares; 2024Q2: not loaded; 2024Q3: 636 shares; 2024Q4: 636 shares 636 $38K 0.02% 0 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 363 shares; 2024Q1: 363 shares; 2024Q2: not loaded; 2024Q3: 363 shares; 2024Q4: 363 shares 363 $37.5K 0.02% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: not loaded; 2024Q3: 200 shares; 2024Q4: 200 shares 200 $37.5K 0.02% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 196 shares; 2024Q1: 196 shares; 2024Q2: not loaded; 2024Q3: 196 shares; 2024Q4: 197 shares 197 $37.4K 0.02% +1 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 50 shares; 2024Q1: 141 shares; 2024Q2: not loaded; 2024Q3: 291 shares; 2024Q4: 143 shares 143 $37.2K 0.02% -148 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 530 shares; 2024Q1: 532 shares; 2024Q2: not loaded; 2024Q3: 537 shares; 2024Q4: 539 shares 539 $37K 0.02% +2 Timeline 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,000 shares; 2024Q1: 3,000 shares; 2024Q2: not loaded; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares 3,000 $35K 0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 519 shares; 2024Q1: 521 shares; 2024Q2: not loaded; 2024Q3: 524 shares; 2024Q4: 526 shares 526 $34.4K 0.01% +2 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 243 shares; 2024Q1: 243 shares; 2024Q2: not loaded; 2024Q3: 244 shares; 2024Q4: 245 shares 245 $34.2K 0.01% +1 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 527 shares; 2024Q1: 527 shares; 2024Q2: not loaded; 2024Q3: 484 shares; 2024Q4: 487 shares 487 $34.2K 0.01% +3 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,000 shares; 2024Q1: 3,000 shares; 2024Q2: not loaded; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares 3,000 $33.8K 0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 455 shares; 2024Q1: 455 shares; 2024Q2: not loaded; 2024Q3: 455 shares; 2024Q4: 455 shares 455 $33.7K 0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 502 shares; 2024Q1: 502 shares; 2024Q2: not loaded; 2024Q3: 437 shares; 2024Q4: 438 shares 438 $33.4K 0.01% +1 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 355 shares; 2024Q1: 355 shares; 2024Q2: not loaded; 2024Q3: 262 shares; 2024Q4: 262 shares 262 $33K 0.01% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 55 shares; 2024Q1: 67 shares; 2024Q2: not loaded; 2024Q3: 68 shares; 2024Q4: 68 shares 68 $31.9K 0.01% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 203 shares; 2024Q1: 329 shares; 2024Q2: not loaded; 2024Q3: 232 shares; 2024Q4: 234 shares 234 $31.7K 0.01% +2 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 153 shares; 2024Q1: 126 shares; 2024Q2: not loaded; 2024Q3: 192 shares; 2024Q4: 93 shares 93 $31.2K 0.01% -99 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 1,000 shares; 2024Q4: 1,500 shares 1,500 $31.2K 0.01% +500 Timeline ALIZY ALLIANZ SE More: the full row for ALLIANZ SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: 1,000 shares 1,000 $30.5K 0.01% new 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 64 shares; 2024Q1: 64 shares; 2024Q2: not loaded; 2024Q3: 64 shares; 2024Q4: 64 shares 64 $29.6K 0.01% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 260 shares; 2024Q1: 261 shares; 2024Q2: not loaded; 2024Q3: 196 shares; 2024Q4: 196 shares 196 $29.2K 0.01% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 400 shares; 2024Q1: 400 shares; 2024Q2: not loaded; 2024Q3: 400 shares; 2024Q4: 400 shares 400 $28.9K 0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,500 shares; 2024Q1: 2,547 shares; 2024Q2: not loaded; 2024Q3: 2,642 shares; 2024Q4: 2,690 shares 2,690 $28.9K 0.01% +48 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 84 shares; 2024Q1: 84 shares; 2024Q2: not loaded; 2024Q3: 84 shares; 2024Q4: 84 shares 84 $28.6K 0.01% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 884 shares; 2024Q1: 884 shares; 2024Q2: not loaded; 2024Q3: 1,254 shares; 2024Q4: 884 shares 884 $28.5K 0.01% -370 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 136 shares; 2024Q1: 136 shares; 2024Q2: not loaded; 2024Q3: 136 shares; 2024Q4: 136 shares 136 $28.3K 0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,680 shares; 2024Q1: 2,674 shares; 2024Q2: not loaded; 2024Q3: 2,674 shares; 2024Q4: 2,674 shares 2,674 $28.3K 0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: not loaded; 2024Q3: 200 shares; 2024Q4: 200 shares 200 $28.2K 0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 139 shares; 2024Q1: 139 shares; 2024Q2: not loaded; 2024Q3: 139 shares; 2024Q4: 139 shares 139 $27.6K 0.01% 0 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 574 shares; 2024Q1: 574 shares; 2024Q2: not loaded; 2024Q3: 574 shares; 2024Q4: 574 shares 574 $26.8K 0.01% 0 Timeline GALLAGHER ARTHUR J & CO GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: 94 shares 94 $26.7K 0.01% new ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 138 shares; 2024Q1: 138 shares; 2024Q2: not loaded; 2024Q3: 138 shares; 2024Q4: 138 shares 138 $26.6K 0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: not loaded; 2024Q3: 200 shares; 2024Q4: 200 shares 200 $26.4K 0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,000 shares; 2024Q1: 3,000 shares; 2024Q2: not loaded; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares 3,000 $26.2K 0.01% 0 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 140 shares; 2024Q1: 140 shares; 2024Q2: not loaded; 2024Q3: 140 shares; 2024Q4: 140 shares 140 $26.1K 0.01% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: not loaded; 2024Q3: 200 shares; 2024Q4: 200 shares 200 $25.8K 0.01% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 200 shares; 2024Q4: 200 shares 200 $25.5K 0.01% 0 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 532 shares; 2024Q1: 532 shares; 2024Q2: not loaded; 2024Q3: 532 shares; 2024Q4: 532 shares 532 $25.5K 0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 122 shares; 2024Q1: 122 shares; 2024Q2: not loaded; 2024Q3: 123 shares; 2024Q4: 123 shares 123 $24.8K 0.01% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 169 shares; 2024Q1: 169 shares; 2024Q2: not loaded; 2024Q3: 169 shares; 2024Q4: 212 shares 212 $24.4K 0.01% +43 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 353 shares; 2024Q1: 353 shares; 2024Q2: not loaded; 2024Q3: 353 shares; 2024Q4: 353 shares 353 $24.1K 0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 800 shares; 2024Q2: not loaded; 2024Q3: 800 shares; 2024Q4: 1,800 shares 1,800 $23.4K 0.01% +1,000 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,074 shares; 2024Q1: 1,074 shares; 2024Q2: not loaded; 2024Q3: 824 shares; 2024Q4: 430 shares 430 $23.3K 0.01% -394 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10 shares; 2024Q1: 10 shares; 2024Q2: not loaded; 2024Q3: 100 shares; 2024Q4: 100 shares 100 $23.2K 0.01% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 70 shares; 2024Q4: 70 shares 70 $23K 0.01% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,858 shares; 2024Q1: 1,859 shares; 2024Q2: not loaded; 2024Q3: 1,461 shares; 2024Q4: 1,140 shares 1,140 $22.9K 0.01% -321 Timeline DTH WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 400 shares; 2024Q1: 400 shares; 2024Q2: not loaded; 2024Q3: 600 shares; 2024Q4: 600 shares 600 $22.7K 0.01% 0 Timeline CENCORA INC CLASS SERIES A CENCORA INC CLASS SERIES A More: the full row for CENCORA INC CLASS SERIES A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 100 shares; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: 100 shares 100 $22.5K 0.01% new TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 112 shares; 2024Q1: 112 shares; 2024Q2: not loaded; 2024Q3: 112 shares; 2024Q4: 112 shares 112 $22.1K 0.01% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 61 shares; 2024Q1: 61 shares; 2024Q2: not loaded; 2024Q3: 61 shares; 2024Q4: 61 shares 61 $22K 0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 900 shares; 2024Q1: 1,140 shares; 2024Q2: not loaded; 2024Q3: 1,140 shares; 2024Q4: 1,140 shares 1,140 $22K 0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 89 shares; 2024Q1: 89 shares; 2024Q2: not loaded; 2024Q3: 90 shares; 2024Q4: 90 shares 90 $21.6K 0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 442 shares; 2024Q1: 443 shares; 2024Q2: not loaded; 2024Q3: 377 shares; 2024Q4: 377 shares 377 $21.5K 0.01% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: not loaded; 2024Q3: 230 shares; 2024Q4: 230 shares 230 $21.2K 0.01% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 241 shares; 2024Q1: 242 shares; 2024Q2: not loaded; 2024Q3: 245 shares; 2024Q4: 246 shares 246 $21.1K 0.01% +1 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 468 shares; 2024Q1: 466 shares; 2024Q2: not loaded; 2024Q3: 470 shares; 2024Q4: 476 shares 476 $20.7K 0.01% +6 Timeline 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 50 shares; 2024Q1: 50 shares; 2024Q2: not loaded; 2024Q3: 50 shares; 2024Q4: 50 shares 50 $20.7K 0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 363 shares; 2024Q1: 363 shares; 2024Q2: not loaded; 2024Q3: 363 shares; 2024Q4: 363 shares 363 $20.5K 0.01% 0 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 330 shares; 2024Q1: 330 shares; 2024Q2: not loaded; 2024Q3: 330 shares; 2024Q4: 330 shares 330 $20.3K 0.01% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 72 shares; 2024Q1: 72 shares; 2024Q2: not loaded; 2024Q3: 72 shares; 2024Q4: 72 shares 72 $20.2K 0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,109 shares; 2024Q1: 1,109 shares; 2024Q2: not loaded; 2024Q3: 1,109 shares; 2024Q4: 1,109 shares 1,109 $20.1K 0.01% 0 EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 263 shares; 2024Q1: 263 shares; 2024Q2: not loaded; 2024Q3: 263 shares; 2024Q4: 263 shares 263 $19.9K 0.01% 0 Timeline DOL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 400 shares; 2024Q1: 400 shares; 2024Q2: not loaded; 2024Q3: 400 shares; 2024Q4: 400 shares 400 $19.8K 0.01% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 181 shares; 2024Q1: 181 shares; 2024Q2: not loaded; 2024Q3: 181 shares; 2024Q4: 181 shares 181 $19.7K 0.01% 0 Timeline LABORATORY CORP OF AMERICA LABORATORY CORP OF AMERICA More: the full row for LABORATORY CORP OF AMERICA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 85 shares; 2024Q1: 85 shares; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: 85 shares 85 $19.5K 0.01% new LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 46 shares; 2024Q1: 46 shares; 2024Q2: not loaded; 2024Q3: 46 shares; 2024Q4: 46 shares 46 $19.3K 0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 117 shares; 2024Q1: 117 shares; 2024Q2: not loaded; 2024Q3: 117 shares; 2024Q4: 118 shares 118 $19.1K 0.01% +1 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 603 shares; 2024Q1: 604 shares; 2024Q2: not loaded; 2024Q3: 607 shares; 2024Q4: 608 shares 608 $18.8K 0.01% +1 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 552 shares; 2024Q1: 552 shares; 2024Q2: not loaded; 2024Q3: 353 shares; 2024Q4: 353 shares 353 $18.4K 0.01% 0 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 37 shares; 2024Q1: 37 shares; 2024Q2: not loaded; 2024Q3: 38 shares; 2024Q4: 38 shares 38 $18K 0.01% 0 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 299 shares; 2024Q1: 302 shares; 2024Q2: not loaded; 2024Q3: 304 shares; 2024Q4: 309 shares 309 $17.7K 0.01% +5 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 18 shares; 2024Q1: 18 shares; 2024Q2: not loaded; 2024Q3: 19 shares; 2024Q4: 19 shares 19 $17.6K 0.01% 0 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 196 shares; 2024Q1: 196 shares; 2024Q2: not loaded; 2024Q3: 196 shares; 2024Q4: 196 shares 196 $17.5K 0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 418 shares; 2024Q1: 418 shares; 2024Q2: not loaded; 2024Q3: 418 shares; 2024Q4: 418 shares 418 $17.3K 0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,583 shares; 2024Q1: 1,583 shares; 2024Q2: not loaded; 2024Q3: 1,583 shares; 2024Q4: 1,083 shares 1,083 $17.1K 0.01% -500 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 101 shares; 2024Q1: 101 shares; 2024Q2: not loaded; 2024Q3: 101 shares; 2024Q4: 102 shares 102 $16.9K 0.01% +1 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 54 shares; 2024Q1: 54 shares; 2024Q2: not loaded; 2024Q3: 109 shares; 2024Q4: 32 shares 32 $16.9K 0.01% -77 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 435 shares; 2024Q1: 537 shares; 2024Q2: not loaded; 2024Q3: 917 shares; 2024Q4: 435 shares 435 $16.6K 0.01% -482 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 30 shares; 2024Q1: 30 shares; 2024Q2: not loaded; 2024Q3: 30 shares; 2024Q4: 130 shares 130 $16.5K 0.01% +100 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 136 shares; 2024Q1: 136 shares; 2024Q2: not loaded; 2024Q3: 136 shares; 2024Q4: 136 shares 136 $16.3K 0.01% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 30 shares; 2024Q1: 30 shares; 2024Q2: not loaded; 2024Q3: 30 shares; 2024Q4: 30 shares 30 $16K 0.01% 0 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 81 shares; 2024Q1: 81 shares; 2024Q2: not loaded; 2024Q3: 81 shares; 2024Q4: 81 shares 81 $15.9K 0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,258 shares; 2024Q1: 1,258 shares; 2024Q2: not loaded; 2024Q3: 1,258 shares; 2024Q4: 1,258 shares 1,258 $15.8K 0.01% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 43 shares; 2024Q1: 69 shares; 2024Q2: not loaded; 2024Q3: 163 shares; 2024Q4: 70 shares 70 $15.4K 0.01% -93 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 340 shares; 2024Q1: 341 shares; 2024Q2: not loaded; 2024Q3: 342 shares; 2024Q4: 343 shares 343 $15.4K 0.01% +1 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 140 shares; 2024Q1: 140 shares; 2024Q2: not loaded; 2024Q3: 143 shares; 2024Q4: 144 shares 144 $15.3K 0.01% +1 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 80 shares; 2024Q1: 80 shares; 2024Q2: not loaded; 2024Q3: 80 shares; 2024Q4: 80 shares 80 $15.3K 0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 68 shares; 2024Q1: 68 shares; 2024Q2: not loaded; 2024Q3: 68 shares; 2024Q4: 68 shares 68 $15.2K 0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 250 shares; 2024Q1: 250 shares; 2024Q2: not loaded; 2024Q3: 250 shares; 2024Q4: 250 shares 250 $15.1K 0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 248 shares; 2024Q1: 248 shares; 2024Q2: not loaded; 2024Q3: 248 shares; 2024Q4: 248 shares 248 $15K 0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 282 shares; 2024Q1: 282 shares; 2024Q2: not loaded; 2024Q3: 282 shares; 2024Q4: 282 shares 282 $14.8K 0.01% 0 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 600 shares; 2024Q2: not loaded; 2024Q3: 800 shares; 2024Q4: 350 shares 350 $14.6K 0.01% -450 Timeline LVMUY LVMH MOET HENNESSY-UNSP ADR More: the full row for LVMH MOET HENNESSY-UNSP ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 111 shares; 2024Q1: 111 shares; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: 111 shares 111 $14.5K 0.01% new Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 61 shares; 2024Q1: 61 shares; 2024Q2: not loaded; 2024Q3: 61 shares; 2024Q4: 61 shares 61 $14.4K 0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 122 shares; 2024Q1: 123 shares; 2024Q2: not loaded; 2024Q3: 123 shares; 2024Q4: 124 shares 124 $14.3K 0.01% +1 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: not loaded; 2024Q3: 180 shares; 2024Q4: 180 shares 180 $14.1K 0.01% 0 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: not loaded; 2024Q3: 100 shares; 2024Q4: 100 shares 100 $13.4K 0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 312 shares; 2024Q1: 312 shares; 2024Q2: not loaded; 2024Q3: 312 shares; 2024Q4: 312 shares 312 $13.3K 0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 392 shares; 2024Q1: 421 shares; 2024Q2: not loaded; 2024Q3: 330 shares; 2024Q4: 331 shares 331 $13.3K 0.01% +1 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 258 shares; 2024Q1: 258 shares; 2024Q2: not loaded; 2024Q3: 258 shares; 2024Q4: 258 shares 258 $13.3K 0.01% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 136 shares; 2024Q1: 136 shares; 2024Q2: not loaded; 2024Q3: 136 shares; 2024Q4: 136 shares 136 $13.2K 0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 541 shares; 2024Q1: 544 shares; 2024Q2: not loaded; 2024Q3: 545 shares; 2024Q4: 545 shares 545 $12.8K 0.01% 0 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 881 shares; 2024Q1: 881 shares; 2024Q2: not loaded; 2024Q3: 881 shares; 2024Q4: 556 shares 556 $12.8K 0.01% -325 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 260 shares; 2024Q1: 260 shares; 2024Q2: not loaded; 2024Q3: 260 shares; 2024Q4: 260 shares 260 $12.5K 0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 41 shares; 2024Q1: 41 shares; 2024Q2: not loaded; 2024Q3: 41 shares; 2024Q4: 41 shares 41 $12.3K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 348 shares; 2024Q1: 348 shares; 2024Q2: not loaded; 2024Q3: 348 shares; 2024Q4: 448 shares 448 $12.3K <0.01% +100 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 250 shares; 2024Q1: 250 shares; 2024Q2: not loaded; 2024Q3: 250 shares; 2024Q4: 250 shares 250 $12.2K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 89 shares; 2024Q1: 89 shares; 2024Q2: not loaded; 2024Q3: 89 shares; 2024Q4: 89 shares 89 $11.9K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,000 shares; 2024Q1: 2,000 shares; 2024Q2: not loaded; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares 1,000 $11.7K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 664 shares; 2024Q1: 664 shares; 2024Q2: not loaded; 2024Q3: 664 shares; 2024Q4: 664 shares 664 $11.6K <0.01% 0 Timeline CATAPULT SPORTS LT ORDF CATAPULT SPORTS LT ORDF More: the full row for CATAPULT SPORTS LT ORDF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,000 shares; 2024Q1: 5,000 shares; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: 5,000 shares 5,000 $11.5K <0.01% new 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: not loaded; 2024Q3: 100 shares; 2024Q4: 100 shares 100 $11.5K <0.01% 0 Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11 shares; 2024Q1: 11 shares; 2024Q2: not loaded; 2024Q3: 27 shares; 2024Q4: 11 shares 11 $11.3K <0.01% -16 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,127 shares; 2024Q1: 1,158 shares; 2024Q2: not loaded; 2024Q3: 1,184 shares; 2024Q4: 1,184 shares 1,184 $10.8K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,495 shares; 2024Q1: 1,524 shares; 2024Q2: not loaded; 2024Q3: 450 shares; 2024Q4: 450 shares 450 $10.8K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: not loaded; 2024Q3: 200 shares; 2024Q4: 200 shares 200 $10.7K <0.01% 0 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 288 shares; 2024Q1: 288 shares; 2024Q2: not loaded; 2024Q3: 288 shares; 2024Q4: 288 shares 288 $10.7K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: not loaded; 2024Q3: 500 shares; 2024Q4: 500 shares 500 $10.7K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 196 shares; 2024Q1: 196 shares; 2024Q2: not loaded; 2024Q3: 196 shares; 2024Q4: 196 shares 196 $10.6K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 1,980 shares; 2024Q2: not loaded; 2024Q3: 4,780 shares; 2024Q4: 6,680 shares 6,680 $10.6K <0.01% +1,900 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 80 shares; 2024Q1: 80 shares; 2024Q2: not loaded; 2024Q3: 148 shares; 2024Q4: 80 shares 80 $10.5K <0.01% -68 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: not loaded; 2024Q3: 400 shares; 2024Q4: 400 shares 400 $10.3K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: not loaded; 2024Q3: 200 shares; 2024Q4: 200 shares 200 $10.1K <0.01% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 629 shares; 2024Q1: 629 shares; 2024Q2: not loaded; 2024Q3: 187 shares; 2024Q4: 187 shares 187 $10.1K <0.01% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 73 shares; 2024Q1: 73 shares; 2024Q2: not loaded; 2024Q3: 73 shares; 2024Q4: 72 shares 72 $9.75K <0.01% -1 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 50 shares; 2024Q1: 50 shares; 2024Q2: not loaded; 2024Q3: 50 shares; 2024Q4: 50 shares 50 $9.73K <0.01% 0 Timeline 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 83 shares; 2024Q1: 83 shares; 2024Q2: not loaded; 2024Q3: 83 shares; 2024Q4: 83 shares 83 $9.43K <0.01% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 62 shares; 2024Q1: 62 shares; 2024Q2: not loaded; 2024Q3: 62 shares; 2024Q4: 124 shares 124 $9.42K <0.01% +62 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 851 shares; 2024Q1: 779 shares; 2024Q2: not loaded; 2024Q3: 133 shares; 2024Q4: 402 shares 402 $9.32K <0.01% +269 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 228 shares; 2024Q1: 229 shares; 2024Q2: not loaded; 2024Q3: 229 shares; 2024Q4: 229 shares 229 $9.26K <0.01% 0 Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 300 shares; 2024Q1: 2,000 shares; 2024Q2: not loaded; 2024Q3: 2,000 shares; 2024Q4: 2,100 shares 2,100 $9.16K <0.01% +100 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 43 shares; 2024Q2: not loaded; 2024Q3: 43 shares; 2024Q4: 43 shares 43 $9.13K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 62 shares; 2024Q2: not loaded; 2024Q3: 63 shares; 2024Q4: 63 shares 63 $9.11K <0.01% 0 Timeline NVRI ENVIRI CORP More: the full row for ENVIRI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 1,182 shares; 2024Q4: 1,182 shares 1,182 $9.1K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 29 shares; 2024Q1: 29 shares; 2024Q2: not loaded; 2024Q3: 29 shares; 2024Q4: 29 shares 29 $9.08K <0.01% 0 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 98 shares; 2024Q1: 98 shares; 2024Q2: not loaded; 2024Q3: 98 shares; 2024Q4: 98 shares 98 $8.98K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 53 shares; 2024Q1: 53 shares; 2024Q2: not loaded; 2024Q3: 54 shares; 2024Q4: 55 shares 55 $8.94K <0.01% +1 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 42 shares; 2024Q1: 42 shares; 2024Q2: not loaded; 2024Q3: 42 shares; 2024Q4: 42 shares 42 $8.92K <0.01% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 36 shares; 2024Q1: 36 shares; 2024Q2: not loaded; 2024Q3: 36 shares; 2024Q4: 36 shares 36 $8.88K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 167 shares; 2024Q1: 167 shares; 2024Q2: not loaded; 2024Q3: 167 shares; 2024Q4: 167 shares 167 $8.82K <0.01% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 90 shares; 2024Q1: 90 shares; 2024Q2: not loaded; 2024Q3: 123 shares; 2024Q4: 90 shares 90 $8.76K <0.01% -33 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 18 shares; 2024Q1: 18 shares; 2024Q2: not loaded; 2024Q3: 18 shares; 2024Q4: 18 shares 18 $8.52K <0.01% 0 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 140 shares; 2024Q1: 140 shares; 2024Q2: not loaded; 2024Q3: 140 shares; 2024Q4: 140 shares 140 $8.48K <0.01% 0 Timeline 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 28 shares; 2024Q1: 28 shares; 2024Q2: not loaded; 2024Q3: 28 shares; 2024Q4: 28 shares 28 $8.41K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 34 shares; 2024Q1: 34 shares; 2024Q2: not loaded; 2024Q3: 34 shares; 2024Q4: 34 shares 34 $8.4K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 850 shares; 2024Q1: 850 shares; 2024Q2: not loaded; 2024Q3: 850 shares; 2024Q4: 850 shares 850 $8.34K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: not loaded; 2024Q3: 300 shares; 2024Q4: 300 shares 300 $8.32K <0.01% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 196 shares; 2024Q1: 196 shares; 2024Q2: not loaded; 2024Q3: 196 shares; 2024Q4: 196 shares 196 $8.32K <0.01% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 58 shares; 2024Q1: 58 shares; 2024Q2: not loaded; 2024Q3: 116 shares; 2024Q4: 116 shares 116 $8.06K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 50 shares; 2024Q1: 50 shares; 2024Q2: not loaded; 2024Q3: 50 shares; 2024Q4: 50 shares 50 $8.03K <0.01% 0 Timeline MXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 99 shares; 2024Q1: 99 shares; 2024Q2: not loaded; 2024Q3: 101 shares; 2024Q4: 103 shares 103 $7.97K <0.01% +2 Timeline TOLZ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 156 shares; 2024Q1: 157 shares; 2024Q2: not loaded; 2024Q3: 160 shares; 2024Q4: 162 shares 162 $7.95K <0.01% +2 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 160 shares; 2024Q1: 160 shares; 2024Q2: not loaded; 2024Q3: 196 shares; 2024Q4: 160 shares 160 $7.91K <0.01% -36 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 116 shares; 2024Q1: 116 shares; 2024Q2: not loaded; 2024Q3: 116 shares; 2024Q4: 116 shares 116 $7.83K <0.01% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 19 shares; 2024Q1: 19 shares; 2024Q2: not loaded; 2024Q3: 19 shares; 2024Q4: 19 shares 19 $7.65K <0.01% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 58 shares; 2024Q1: 58 shares; 2024Q2: not loaded; 2024Q3: 58 shares; 2024Q4: 58 shares 58 $7.62K <0.01% 0 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 592 shares; 2024Q1: 592 shares; 2024Q2: not loaded; 2024Q3: 592 shares; 2024Q4: 592 shares 592 $7.62K <0.01% 0 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 132 shares; 2024Q1: 132 shares; 2024Q2: not loaded; 2024Q3: 132 shares; 2024Q4: 132 shares 132 $7.58K <0.01% 0 Timeline BYDDY BYD Company Ltd Unsponsored AD More: the full row for BYD Company Ltd Unsponsored AD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 110 shares; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: 110 shares 110 $7.48K <0.01% new Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 85 shares; 2024Q1: 85 shares; 2024Q2: not loaded; 2024Q3: 64 shares; 2024Q4: 64 shares 64 $7.43K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,480 shares; 2024Q1: 2,480 shares; 2024Q2: not loaded; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares 1,000 $7.36K <0.01% 0 CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10 shares; 2024Q1: 10 shares; 2024Q2: not loaded; 2024Q3: 40 shares; 2024Q4: 40 shares 40 $7.31K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 91 shares; 2024Q1: 91 shares; 2024Q2: not loaded; 2024Q3: 91 shares; 2024Q4: 91 shares 91 $7.12K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 111 shares; 2024Q1: 112 shares; 2024Q2: not loaded; 2024Q3: 112 shares; 2024Q4: 112 shares 112 $7.11K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 45 shares; 2024Q1: 45 shares; 2024Q2: not loaded; 2024Q3: 45 shares; 2024Q4: 45 shares 45 $6.99K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 190 shares; 2024Q1: 759 shares; 2024Q2: not loaded; 2024Q3: 295 shares; 2024Q4: 377 shares 377 $6.98K <0.01% +82 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 18 shares; 2024Q1: 18 shares; 2024Q2: not loaded; 2024Q3: 18 shares; 2024Q4: 18 shares 18 $6.95K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 26 shares; 2024Q4: 26 shares 26 $6.92K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 52 shares; 2024Q1: 52 shares; 2024Q2: not loaded; 2024Q3: 276 shares; 2024Q4: 52 shares 52 $6.92K <0.01% -224 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 25 shares; 2024Q1: 25 shares; 2024Q2: not loaded; 2024Q3: 25 shares; 2024Q4: 25 shares 25 $6.89K <0.01% 0 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 27 shares; 2024Q1: 27 shares; 2024Q2: not loaded; 2024Q3: 27 shares; 2024Q4: 27 shares 27 $6.88K <0.01% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 142 shares; 2024Q1: 142 shares; 2024Q2: not loaded; 2024Q3: 142 shares; 2024Q4: 142 shares 142 $6.85K <0.01% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14 shares; 2024Q1: 14 shares; 2024Q2: not loaded; 2024Q3: 14 shares; 2024Q4: 14 shares 14 $6.79K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 200 shares; 2024Q4: 200 shares 200 $6.79K <0.01% 0 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 67 shares; 2024Q1: 67 shares; 2024Q2: not loaded; 2024Q3: 67 shares; 2024Q4: 67 shares 67 $6.74K <0.01% 0 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 150 shares; 2024Q1: 150 shares; 2024Q2: not loaded; 2024Q3: 100 shares; 2024Q4: 100 shares 100 $6.71K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 36 shares; 2024Q1: 36 shares; 2024Q2: not loaded; 2024Q3: 36 shares; 2024Q4: 36 shares 36 $6.7K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 218 shares; 2024Q1: 218 shares; 2024Q2: not loaded; 2024Q3: 218 shares; 2024Q4: 218 shares 218 $6.7K <0.01% 0 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 126 shares; 2024Q1: 126 shares; 2024Q2: not loaded; 2024Q3: 126 shares; 2024Q4: 127 shares 127 $6.7K <0.01% +1 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: not loaded; 2024Q3: 100 shares; 2024Q4: 100 shares 100 $6.68K <0.01% 0 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 181 shares; 2024Q1: 181 shares; 2024Q2: not loaded; 2024Q3: 181 shares; 2024Q4: 181 shares 181 $6.65K <0.01% 0 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 26 shares; 2024Q1: 26 shares; 2024Q2: not loaded; 2024Q3: 26 shares; 2024Q4: 26 shares 26 $6.6K <0.01% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 25 shares; 2024Q1: 25 shares; 2024Q2: not loaded; 2024Q3: 25 shares; 2024Q4: 25 shares 25 $6.59K <0.01% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 35 shares; 2024Q1: 35 shares; 2024Q2: not loaded; 2024Q3: 35 shares; 2024Q4: 35 shares 35 $6.58K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: not loaded; 2024Q3: 100 shares; 2024Q4: 100 shares 100 $6.55K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 85 shares; 2024Q1: 85 shares; 2024Q2: not loaded; 2024Q3: 85 shares; 2024Q4: 85 shares 85 $6.54K <0.01% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 73 shares; 2024Q1: 73 shares; 2024Q2: not loaded; 2024Q3: 73 shares; 2024Q4: 73 shares 73 $6.52K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 62 shares; 2024Q1: 62 shares; 2024Q2: not loaded; 2024Q3: 62 shares; 2024Q4: 62 shares 62 $6.5K <0.01% 0 Timeline EMTY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: not loaded; 2024Q3: 500 shares; 2024Q4: 500 shares 500 $6.45K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 332 shares; 2024Q1: 338 shares; 2024Q2: not loaded; 2024Q3: 348 shares; 2024Q4: 353 shares 353 $6.36K <0.01% +5 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 64 shares; 2024Q1: 64 shares; 2024Q2: not loaded; 2024Q3: 64 shares; 2024Q4: 64 shares 64 $6.33K <0.01% 0 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 180 shares; 2024Q1: 180 shares; 2024Q2: not loaded; 2024Q3: 180 shares; 2024Q4: 180 shares 180 $6.23K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,300 shares; 2024Q1: 1,300 shares; 2024Q2: not loaded; 2024Q3: 300 shares; 2024Q4: 300 shares 300 $6.21K <0.01% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 60 shares; 2024Q1: 60 shares; 2024Q2: not loaded; 2024Q3: 60 shares; 2024Q4: 60 shares 60 $6.11K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 51 shares; 2024Q1: 51 shares; 2024Q2: not loaded; 2024Q3: 51 shares; 2024Q4: 51 shares 51 $6.09K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 59 shares; 2024Q1: 60 shares; 2024Q2: not loaded; 2024Q3: 61 shares; 2024Q4: 62 shares 62 $6.04K <0.01% +1 Timeline XPEV XPENG INC More: the full row for XPENG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 510 shares; 2024Q1: 600 shares; 2024Q2: not loaded; 2024Q3: 450 shares; 2024Q4: 500 shares 500 $5.91K <0.01% +50 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 24 shares; 2024Q1: 24 shares; 2024Q2: not loaded; 2024Q3: 24 shares; 2024Q4: 24 shares 24 $5.91K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,950 shares; 2024Q1: 3,950 shares; 2024Q2: not loaded; 2024Q3: 3,950 shares; 2024Q4: 3,950 shares 3,950 $5.81K <0.01% 0 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 56 shares; 2024Q1: 56 shares; 2024Q2: not loaded; 2024Q3: 56 shares; 2024Q4: 56 shares 56 $5.74K <0.01% 0 Timeline XVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 125 shares; 2024Q4: 125 shares 125 $5.66K <0.01% 0 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 37 shares; 2024Q1: 37 shares; 2024Q2: not loaded; 2024Q3: 37 shares; 2024Q4: 37 shares 37 $5.6K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 35 shares; 2024Q1: 35 shares; 2024Q2: not loaded; 2024Q3: 35 shares; 2024Q4: 35 shares 35 $5.43K <0.01% 0 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11 shares; 2024Q1: 11 shares; 2024Q2: not loaded; 2024Q3: 11 shares; 2024Q4: 11 shares 11 $5.33K <0.01% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 57 shares; 2024Q1: 57 shares; 2024Q2: not loaded; 2024Q3: 57 shares; 2024Q4: 57 shares 57 $5.31K <0.01% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 111 shares; 2024Q1: 111 shares; 2024Q2: not loaded; 2024Q3: 111 shares; 2024Q4: 111 shares 111 $5.27K <0.01% 0 Timeline RHHBY ROCHE HOLDINGS LTD-SPONS ADR More: the full row for ROCHE HOLDINGS LTD-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 148 shares; 2024Q1: 148 shares; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: 148 shares 148 $5.16K <0.01% new Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 20 shares; 2024Q2: not loaded; 2024Q3: 20 shares; 2024Q4: 20 shares 20 $5.16K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 39 shares; 2024Q1: 39 shares; 2024Q2: not loaded; 2024Q3: 39 shares; 2024Q4: 39 shares 39 $5.12K <0.01% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 24 shares; 2024Q1: 24 shares; 2024Q2: not loaded; 2024Q3: 24 shares; 2024Q4: 24 shares 24 $5.1K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 61 shares; 2024Q1: 61 shares; 2024Q2: not loaded; 2024Q3: 62 shares; 2024Q4: 62 shares 62 $5.09K <0.01% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 48 shares; 2024Q1: 48 shares; 2024Q2: not loaded; 2024Q3: 48 shares; 2024Q4: 48 shares 48 $5.07K <0.01% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 18 shares; 2024Q1: 18 shares; 2024Q2: not loaded; 2024Q3: 82 shares; 2024Q4: 18 shares 18 $5.06K <0.01% -64 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 60 shares; 2024Q1: 60 shares; 2024Q2: not loaded; 2024Q3: 176 shares; 2024Q4: 60 shares 60 $5.05K <0.01% -116 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 53 shares; 2024Q1: 53 shares; 2024Q2: not loaded; 2024Q3: 53 shares; 2024Q4: 53 shares 53 $5.04K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 34 shares; 2024Q1: 34 shares; 2024Q2: not loaded; 2024Q3: 34 shares; 2024Q4: 34 shares 34 $5.03K <0.01% 0 Timeline Westpac Banking Corp Westpac Banking Corp More: the full row for Westpac Banking Corp Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 250 shares; 2024Q1: 250 shares; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: 250 shares 250 $5K <0.01% new 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 64 shares; 2024Q1: 64 shares; 2024Q2: not loaded; 2024Q3: 64 shares; 2024Q4: 64 shares 64 $4.92K <0.01% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: not loaded; 2024Q3: 94 shares; 2024Q4: 94 shares 94 $4.88K <0.01% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 600 shares; 2024Q1: 600 shares; 2024Q2: not loaded; 2024Q3: 400 shares; 2024Q4: 100 shares 100 $4.83K <0.01% -300 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13 shares; 2024Q1: 13 shares; 2024Q2: not loaded; 2024Q3: 13 shares; 2024Q4: 13 shares 13 $4.8K <0.01% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 45 shares; 2024Q1: 45 shares; 2024Q2: not loaded; 2024Q3: 45 shares; 2024Q4: 45 shares 45 $4.75K <0.01% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 23 shares; 2024Q1: 23 shares; 2024Q2: not loaded; 2024Q3: 23 shares; 2024Q4: 23 shares 23 $4.72K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 61 shares; 2024Q1: 61 shares; 2024Q2: not loaded; 2024Q3: 62 shares; 2024Q4: 62 shares 62 $4.66K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 73 shares; 2024Q1: 73 shares; 2024Q2: not loaded; 2024Q3: 73 shares; 2024Q4: 73 shares 73 $4.6K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 153 shares; 2024Q1: 154 shares; 2024Q2: not loaded; 2024Q3: 156 shares; 2024Q4: 158 shares 158 $4.6K <0.01% +2 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 39 shares; 2024Q1: 39 shares; 2024Q2: not loaded; 2024Q3: 39 shares; 2024Q4: 39 shares 39 $4.49K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 57 shares; 2024Q1: 57 shares; 2024Q2: not loaded; 2024Q3: 59 shares; 2024Q4: 59 shares 59 $4.43K <0.01% 0 Timeline EADSY AIRBUS SE AMERICAN DEPOSITARY More: the full row for AIRBUS SE AMERICAN DEPOSITARY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 110 shares; 2024Q1: 110 shares; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: 110 shares 110 $4.38K <0.01% new Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 25 shares; 2024Q1: 25 shares; 2024Q2: not loaded; 2024Q3: 25 shares; 2024Q4: 25 shares 25 $4.35K <0.01% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 31 shares; 2024Q1: 31 shares; 2024Q2: not loaded; 2024Q3: 31 shares; 2024Q4: 31 shares 31 $4.35K <0.01% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 814 shares; 2024Q1: 577 shares; 2024Q2: not loaded; 2024Q3: 161 shares; 2024Q4: 165 shares 165 $4.28K <0.01% +4 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 124 shares; 2024Q1: 125 shares; 2024Q2: not loaded; 2024Q3: 127 shares; 2024Q4: 128 shares 128 $4.26K <0.01% +1 Timeline SIEGY SIEMENS AG-SPONS ADR More: the full row for SIEMENS AG-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 44 shares; 2024Q1: 44 shares; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: 44 shares 44 $4.25K <0.01% new Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 23 shares; 2024Q1: 23 shares; 2024Q2: not loaded; 2024Q3: 23 shares; 2024Q4: 23 shares 23 $4.25K <0.01% 0 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 386 shares; 2024Q1: 386 shares; 2024Q2: not loaded; 2024Q3: 386 shares; 2024Q4: 386 shares 386 $4.16K <0.01% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 357 shares; 2024Q1: 357 shares; 2024Q2: not loaded; 2024Q3: 333 shares; 2024Q4: 333 shares 333 $4.15K <0.01% 0 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 100 shares; 2024Q1: 101 shares; 2024Q2: not loaded; 2024Q3: 101 shares; 2024Q4: 101 shares 101 $4.11K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 150 shares; 2024Q1: 150 shares; 2024Q2: not loaded; 2024Q3: 150 shares; 2024Q4: 150 shares 150 $4.11K <0.01% 0 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 48 shares; 2024Q1: 48 shares; 2024Q2: not loaded; 2024Q3: 48 shares; 2024Q4: 48 shares 48 $4.09K <0.01% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 19 shares; 2024Q1: 19 shares; 2024Q2: not loaded; 2024Q3: 19 shares; 2024Q4: 19 shares 19 $4K <0.01% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 26 shares; 2024Q1: 26 shares; 2024Q2: not loaded; 2024Q3: 99 shares; 2024Q4: 26 shares 26 $3.99K <0.01% -73 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: not loaded; 2024Q3: 467 shares; 2024Q4: 300 shares 300 $3.99K <0.01% -167 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 47 shares; 2024Q1: 47 shares; 2024Q2: not loaded; 2024Q3: 94 shares; 2024Q4: 56 shares 56 $3.86K <0.01% -38 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 45 shares; 2024Q1: 45 shares; 2024Q2: not loaded; 2024Q3: 45 shares; 2024Q4: 45 shares 45 $3.8K <0.01% 0 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13 shares; 2024Q1: 13 shares; 2024Q2: not loaded; 2024Q3: 13 shares; 2024Q4: 13 shares 13 $3.8K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3 shares; 2024Q1: 3 shares; 2024Q2: not loaded; 2024Q3: 3 shares; 2024Q4: 3 shares 3 $3.67K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 46 shares; 2024Q1: 46 shares; 2024Q2: not loaded; 2024Q3: 47 shares; 2024Q4: 47 shares 47 $3.65K <0.01% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5 shares; 2024Q1: 5 shares; 2024Q2: not loaded; 2024Q3: 25 shares; 2024Q4: 5 shares 5 $3.56K <0.01% -20 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 30 shares; 2024Q1: 30 shares; 2024Q2: not loaded; 2024Q3: 30 shares; 2024Q4: 30 shares 30 $3.55K <0.01% 0 Timeline 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 100 shares; 2024Q1: 101 shares; 2024Q2: not loaded; 2024Q3: 101 shares; 2024Q4: 103 shares 103 $3.54K <0.01% +2 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 60 shares; 2024Q1: 60 shares; 2024Q2: not loaded; 2024Q3: 60 shares; 2024Q4: 30 shares 30 $3.53K <0.01% -30 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 45 shares; 2024Q1: 45 shares; 2024Q2: not loaded; 2024Q3: 45 shares; 2024Q4: 45 shares 45 $3.41K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 78 shares; 2024Q1: 78 shares; 2024Q2: not loaded; 2024Q3: 78 shares; 2024Q4: 78 shares 78 $3.4K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: not loaded; 2024Q3: 100 shares; 2024Q4: 100 shares 100 $3.39K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16 shares; 2024Q1: 16 shares; 2024Q2: not loaded; 2024Q3: 16 shares; 2024Q4: 16 shares 16 $3.36K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 18 shares; 2024Q1: 9 shares; 2024Q2: not loaded; 2024Q3: 25 shares; 2024Q4: 25 shares 25 $3.32K <0.01% 0 Timeline SOLVENTUM CORP SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: 50 shares 50 $3.3K <0.01% new ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 23 shares; 2024Q1: 23 shares; 2024Q2: not loaded; 2024Q3: 23 shares; 2024Q4: 23 shares 23 $3.29K <0.01% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 47 shares; 2024Q1: 47 shares; 2024Q2: not loaded; 2024Q3: 47 shares; 2024Q4: 47 shares 47 $3.27K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 26 shares; 2024Q1: 26 shares; 2024Q2: not loaded; 2024Q3: 26 shares; 2024Q4: 26 shares 26 $3.26K <0.01% 0 Timeline NOV NOV INC More: the full row for NOV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 217 shares; 2024Q1: 218 shares; 2024Q2: not loaded; 2024Q3: 220 shares; 2024Q4: 221 shares 221 $3.22K <0.01% +1 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 48 shares; 2024Q1: 140 shares; 2024Q2: not loaded; 2024Q3: 81 shares; 2024Q4: 81 shares 81 $3.2K <0.01% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5 shares; 2024Q1: 3 shares; 2024Q2: not loaded; 2024Q3: 1 shares; 2024Q4: 1 shares 1 $3.2K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 55 shares; 2024Q1: 55 shares; 2024Q2: not loaded; 2024Q3: 55 shares; 2024Q4: 55 shares 55 $3.16K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: not loaded; 2024Q3: 200 shares; 2024Q4: 200 shares 200 $3.1K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 66 shares; 2024Q1: 66 shares; 2024Q2: not loaded; 2024Q3: 66 shares; 2024Q4: 66 shares 66 $2.97K <0.01% 0 Timeline MMS MAXIMUS INC More: the full row for MAXIMUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 39 shares; 2024Q1: 39 shares; 2024Q2: not loaded; 2024Q3: 39 shares; 2024Q4: 39 shares 39 $2.91K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 60 shares; 2024Q1: 60 shares; 2024Q2: not loaded; 2024Q3: 60 shares; 2024Q4: 60 shares 60 $2.89K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: not loaded; 2024Q3: 300 shares; 2024Q4: 300 shares 300 $2.89K <0.01% 0 PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 25 shares; 2024Q1: 25 shares; 2024Q2: not loaded; 2024Q3: 91 shares; 2024Q4: 25 shares 25 $2.88K <0.01% -66 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 588 shares; 2024Q1: 588 shares; 2024Q2: not loaded; 2024Q3: 188 shares; 2024Q4: 188 shares 188 $2.85K <0.01% 0 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 54 shares; 2024Q1: 4 shares; 2024Q2: not loaded; 2024Q3: 4 shares; 2024Q4: 4 shares 4 $2.79K <0.01% 0 Timeline FRFHF FAIRFAX FINANCIAL HLDGS LTD More: the full row for FAIRFAX FINANCIAL HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10 shares; 2024Q1: 5 shares; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: 2 shares 2 $2.78K <0.01% new Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 117 shares; 2024Q1: 117 shares; 2024Q2: not loaded; 2024Q3: 117 shares; 2024Q4: 117 shares 117 $2.77K <0.01% 0 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 26 shares; 2024Q1: 26 shares; 2024Q2: not loaded; 2024Q3: 26 shares; 2024Q4: 26 shares 26 $2.76K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 854 shares; 2024Q2: not loaded; 2024Q3: 49 shares; 2024Q4: 116 shares 116 $2.75K <0.01% +67 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 119 shares; 2024Q1: 119 shares; 2024Q2: not loaded; 2024Q3: 119 shares; 2024Q4: 119 shares 119 $2.74K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 66 shares; 2024Q1: 66 shares; 2024Q2: not loaded; 2024Q3: 67 shares; 2024Q4: 67 shares 67 $2.72K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6 shares; 2024Q1: 6 shares; 2024Q2: not loaded; 2024Q3: 87 shares; 2024Q4: 87 shares 87 $2.71K <0.01% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 72 shares; 2024Q1: 72 shares; 2024Q2: not loaded; 2024Q3: 72 shares; 2024Q4: 72 shares 72 $2.71K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 585 shares; 2024Q1: 585 shares; 2024Q2: not loaded; 2024Q3: 85 shares; 2024Q4: 85 shares 85 $2.7K <0.01% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 62 shares; 2024Q1: 62 shares; 2024Q2: not loaded; 2024Q3: 62 shares; 2024Q4: 62 shares 62 $2.69K <0.01% 0 Timeline RECKITT BENCKISER-SPON AD RECKITT BENCKISER-SPON AD More: the full row for RECKITT BENCKISER-SPON AD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 223 shares; 2024Q1: 223 shares; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: 223 shares 223 $2.68K <0.01% new ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9 shares; 2024Q1: 9 shares; 2024Q2: not loaded; 2024Q3: 9 shares; 2024Q4: 9 shares 9 $2.66K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9 shares; 2024Q1: 9 shares; 2024Q2: not loaded; 2024Q3: 9 shares; 2024Q4: 9 shares 9 $2.61K <0.01% 0 Timeline ICAGY INTERNATIONAL CONS AIRLS GRP More: the full row for INTERNATIONAL CONS AIRLS GRP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 345 shares; 2024Q1: 345 shares; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: 345 shares 345 $2.6K <0.01% new 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16 shares; 2024Q1: 16 shares; 2024Q2: not loaded; 2024Q3: 16 shares; 2024Q4: 16 shares 16 $2.6K <0.01% 0 Timeline CC CHEMOURS CO More: the full row for CHEMOURS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 151 shares; 2024Q1: 152 shares; 2024Q2: not loaded; 2024Q3: 153 shares; 2024Q4: 153 shares 153 $2.59K <0.01% 0 Timeline TE CONNECTIVITY LTD TE CONNECTIVITY LTD More: the full row for TE CONNECTIVITY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 18 shares; 2024Q1: 18 shares; 2024Q2: not loaded; 2024Q3: 18 shares; 2024Q4: 18 shares 18 $2.57K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 25 shares; 2024Q1: 25 shares; 2024Q2: not loaded; 2024Q3: 25 shares; 2024Q4: 25 shares 25 $2.56K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 5 shares; 2024Q2: not loaded; 2024Q3: 124 shares; 2024Q4: 124 shares 124 $2.54K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 1,348 shares; 2024Q2: not loaded; 2024Q3: 87 shares; 2024Q4: 87 shares 87 $2.53K <0.01% 0 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 150 shares; 2024Q1: 150 shares; 2024Q2: not loaded; 2024Q3: 20 shares; 2024Q4: 20 shares 20 $2.52K <0.01% 0 Timeline MITSY MITSUI & CO LTD ADR (US) More: the full row for MITSUI & CO LTD ADR (US) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10 shares; 2024Q1: 7 shares; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: 6 shares 6 $2.5K <0.01% new 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 44 shares; 2024Q1: 44 shares; 2024Q2: not loaded; 2024Q3: 44 shares; 2024Q4: 44 shares 44 $2.49K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 713 shares; 2024Q1: 399 shares; 2024Q2: not loaded; 2024Q3: 113 shares; 2024Q4: 114 shares 114 $2.4K <0.01% +1 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6 shares; 2024Q1: 6 shares; 2024Q2: not loaded; 2024Q3: 6 shares; 2024Q4: 6 shares 6 $2.36K <0.01% 0 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 39 shares; 2024Q1: 27 shares; 2024Q2: not loaded; 2024Q3: 14 shares; 2024Q4: 14 shares 14 $2.29K <0.01% 0 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 29 shares; 2024Q1: 29 shares; 2024Q2: not loaded; 2024Q3: 29 shares; 2024Q4: 30 shares 30 $2.29K <0.01% +1 Timeline BB BLACKBERRY LTD More: the full row for BLACKBERRY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: 600 shares 600 $2.27K <0.01% new Timeline PAYS PAYSIGN INC More: the full row for PAYSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,880 shares; 2024Q1: 1,880 shares; 2024Q2: not loaded; 2024Q3: 750 shares; 2024Q4: 750 shares 750 $2.27K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9 shares; 2024Q1: 9 shares; 2024Q2: not loaded; 2024Q3: 9 shares; 2024Q4: 9 shares 9 $2.25K <0.01% 0 GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 146 shares; 2024Q1: 146 shares; 2024Q2: not loaded; 2024Q3: 66 shares; 2024Q4: 66 shares 66 $2.24K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: not loaded; 2024Q3: 100 shares; 2024Q4: 100 shares 100 $2.2K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 500 shares; 2024Q1: 498 shares; 2024Q2: not loaded; 2024Q3: 500 shares; 2024Q4: 62 shares 62 $2.15K <0.01% -438 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 68 shares; 2024Q4: 68 shares 68 $2.15K <0.01% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 26 shares; 2024Q4: 26 shares 26 $2.13K <0.01% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 28 shares; 2024Q1: 28 shares; 2024Q2: not loaded; 2024Q3: 28 shares; 2024Q4: 28 shares 28 $2.12K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 429 shares; 2024Q1: 437 shares; 2024Q2: not loaded; 2024Q3: 61 shares; 2024Q4: 61 shares 61 $2.09K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 199 shares; 2024Q1: 199 shares; 2024Q2: not loaded; 2024Q3: 199 shares; 2024Q4: 199 shares 199 $2.08K <0.01% 0 TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 19 shares; 2024Q1: 19 shares; 2024Q2: not loaded; 2024Q3: 19 shares; 2024Q4: 19 shares 19 $2.05K <0.01% 0 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 142 shares; 2024Q1: 143 shares; 2024Q2: not loaded; 2024Q3: 35 shares; 2024Q4: 35 shares 35 $1.99K <0.01% 0 VWAGY VOLKSWAGEN A G (GERMANY, FR) More: the full row for VOLKSWAGEN A G (GERMANY, FR) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,413 shares; 2024Q1: 1,413 shares; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: 213 shares 213 $1.99K <0.01% new 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 75 shares; 2024Q1: 75 shares; 2024Q2: not loaded; 2024Q3: 75 shares; 2024Q4: 75 shares 75 $1.98K <0.01% 0 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 112 shares; 2024Q1: 112 shares; 2024Q2: not loaded; 2024Q3: 112 shares; 2024Q4: 112 shares 112 $1.96K <0.01% 0 Timeline 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 32 shares; 2024Q1: 32 shares; 2024Q2: not loaded; 2024Q3: 33 shares; 2024Q4: 34 shares 34 $1.95K <0.01% +1 Timeline 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 67 shares; 2024Q1: 67 shares; 2024Q2: not loaded; 2024Q3: 67 shares; 2024Q4: 67 shares 67 $1.9K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8 shares; 2024Q1: 8 shares; 2024Q2: not loaded; 2024Q3: 8 shares; 2024Q4: 8 shares 8 $1.88K <0.01% 0 Timeline NTOIY NESTE OYJ AMERICAN DEPOSITARY More: the full row for NESTE OYJ AMERICAN DEPOSITARY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: 300 shares 300 $1.87K <0.01% new 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13 shares; 2024Q1: 13 shares; 2024Q2: not loaded; 2024Q3: 13 shares; 2024Q4: 13 shares 13 $1.82K <0.01% 0 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14 shares; 2024Q1: 14 shares; 2024Q2: not loaded; 2024Q3: 14 shares; 2024Q4: 14 shares 14 $1.81K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 33 shares; 2024Q1: 33 shares; 2024Q2: not loaded; 2024Q3: 33 shares; 2024Q4: 33 shares 33 $1.75K <0.01% 0 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13 shares; 2024Q1: 13 shares; 2024Q2: not loaded; 2024Q3: 13 shares; 2024Q4: 13 shares 13 $1.75K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 500 shares; 2024Q2: not loaded; 2024Q3: 500 shares; 2024Q4: 500 shares 500 $1.67K <0.01% 0 Timeline PRAX PRAXIS PRECISION MEDICINES I More: the full row for PRAXIS PRECISION MEDICINES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 21 shares; 2024Q1: 21 shares; 2024Q2: not loaded; 2024Q3: 21 shares; 2024Q4: 21 shares 21 $1.62K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 85 shares; 2024Q1: 85 shares; 2024Q2: not loaded; 2024Q3: 85 shares; 2024Q4: 85 shares 85 $1.58K <0.01% 0 Timeline