UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 109,290 shares; 2024Q3: 102,277 shares 102,277 $13.8M 6.21% -7,013 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 83,215 shares; 2024Q3: 84,830 shares 84,830 $6.74M 3.03% +1,615 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 26,285 shares; 2024Q3: 26,597 shares 26,597 $6.21M 2.79% +312 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 14,134 shares; 2024Q3: 14,458 shares 14,458 $6.17M 2.77% +324 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 49,053 shares; 2024Q3: 60,150 shares 60,150 $6.02M 2.7% +11,097 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 12,434 shares; 2024Q3: 12,528 shares 12,528 $5.74M 2.58% +94 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 39,015 shares; 2024Q3: 39,007 shares 39,007 $4.58M 2.05% -8 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 158,720 shares; 2024Q3: 161,180 shares 161,180 $3.86M 1.73% +2,460 IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 68,683 shares; 2024Q3: 83,760 shares 83,760 $3.84M 1.73% +15,077 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 7,093 shares; 2024Q3: 6,127 shares 6,127 $3.58M 1.6% -966 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 56,161 shares; 2024Q3: 55,946 shares 55,946 $3.5M 1.57% -215 JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 33,906 shares; 2024Q3: 34,540 shares 34,540 $3.34M 1.5% +634 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 16,177 shares; 2024Q3: 16,205 shares 16,205 $3.34M 1.5% +28 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 51,237 shares; 2024Q3: 45,716 shares 45,716 $3.12M 1.4% -5,521 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 28,485 shares; 2024Q3: 28,131 shares 28,131 $2.75M 1.23% -354 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 51,160 shares; 2024Q3: 118,247 shares 118,247 $2.73M 1.23% +67,087 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 13,867 shares; 2024Q3: 14,307 shares 14,307 $2.58M 1.16% +440 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 49,288 shares; 2024Q3: 50,097 shares 50,097 $2.54M 1.14% +809 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 99,822 shares; 2024Q3: 91,778 shares 91,778 $2.53M 1.13% -8,044 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 6,618 shares; 2024Q3: 6,772 shares 6,772 $2.45M 1.1% +154 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 27,714 shares; 2024Q3: 26,561 shares 26,561 $2.41M 1.08% -1,153 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 9,659 shares; 2024Q3: 13,008 shares 13,008 $2.24M 1.01% +3,349 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 16,518 shares; 2024Q3: 16,491 shares 16,491 $2.07M 0.93% -27 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 12,238 shares; 2024Q3: 12,307 shares 12,307 $2.05M 0.92% +69 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 14,612 shares; 2024Q3: 36,808 shares 36,808 $2.05M 0.92% +22,196 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 11,723 shares; 2024Q3: 11,811 shares 11,811 $2.03M 0.91% +88 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 31,265 shares; 2024Q3: 23,246 shares 23,246 $2.02M 0.91% -8,019 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 8,252 shares; 2024Q3: 8,766 shares 8,766 $1.98M 0.89% +514 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 44,089 shares; 2024Q3: 44,491 shares 44,491 $1.86M 0.84% +402 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 24,611 shares; 2024Q3: 21,924 shares 21,924 $1.81M 0.81% -2,687 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 75,943 shares; 2024Q3: 93,695 shares 93,695 $1.68M 0.76% +17,752 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 13,699 shares; 2024Q3: 17,504 shares 17,504 $1.68M 0.76% +3,805 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 3,089 shares; 2024Q3: 2,969 shares 2,969 $1.68M 0.75% -120 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 18,217 shares; 2024Q3: 15,893 shares 15,893 $1.64M 0.74% -2,324 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 3,189 shares; 2024Q3: 3,223 shares 3,223 $1.64M 0.74% +34 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 9,501 shares; 2024Q3: 10,841 shares 10,841 $1.63M 0.73% +1,340 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 42,558 shares; 2024Q3: 39,669 shares 39,669 $1.62M 0.73% -2,889 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 8,816 shares; 2024Q3: 9,954 shares 9,954 $1.61M 0.72% +1,138 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 19,933 shares; 2024Q3: 19,941 shares 19,941 $1.61M 0.72% +8 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 10,491 shares; 2024Q3: 14,307 shares 14,307 $1.61M 0.72% +3,816 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 13,822 shares; 2024Q3: 13,957 shares 13,957 $1.59M 0.71% +135 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 8,958 shares; 2024Q3: 8,409 shares 8,409 $1.58M 0.71% -549 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 7,515 shares; 2024Q3: 7,765 shares 7,765 $1.53M 0.69% +250 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 51,904 shares; 2024Q3: 32,440 shares 32,440 $1.49M 0.67% -19,464 Timeline RUNN STRATEGIC TRUST More: the full row for STRATEGIC TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 53,238 shares; 2024Q3: 43,042 shares 43,042 $1.44M 0.65% -10,196 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 11,298 shares; 2024Q3: 12,096 shares 12,096 $1.43M 0.64% +798 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 54,528 shares; 2024Q3: 60,681 shares 60,681 $1.42M 0.64% +6,153 MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 3,945 shares; 2024Q3: 2,981 shares 2,981 $1.36M 0.61% -964 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 13,446 shares; 2024Q3: 14,669 shares 14,669 $1.36M 0.61% +1,223 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 2,818 shares; 2024Q3: 2,856 shares 2,856 $1.36M 0.61% +38 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 4,482 shares; 2024Q3: 4,598 shares 4,598 $1.31M 0.59% +116 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 4,386 shares; 2024Q3: 4,562 shares 4,562 $1.24M 0.56% +176 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 8,105 shares; 2024Q3: 13,337 shares 13,337 $1.22M 0.55% +5,232 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 6,394 shares; 2024Q3: 6,402 shares 6,402 $1.21M 0.54% +8 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 6,105 shares; 2024Q3: 6,190 shares 6,190 $1.21M 0.54% +85 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 6,500 shares; 2024Q3: 6,546 shares 6,546 $1.2M 0.54% +46 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 4,489 shares; 2024Q3: 8,927 shares 8,927 $1.19M 0.53% +4,438 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 13,757 shares; 2024Q3: 14,320 shares 14,320 $1.19M 0.53% +563 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 11,720 shares; 2024Q3: 12,005 shares 12,005 $1.18M 0.53% +285 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 3,235 shares; 2024Q3: 3,397 shares 3,397 $1.17M 0.53% +162 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 5,090 shares; 2024Q3: 5,255 shares 5,255 $1.17M 0.52% +165 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 3,665 shares; 2024Q3: 3,775 shares 3,775 $1.15M 0.51% +110 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 36,531 shares; 2024Q3: 43,337 shares 43,337 $1.14M 0.51% +6,806 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 5,915 shares; 2024Q3: 6,717 shares 6,717 $1.14M 0.51% +802 Timeline TOGA MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: 39,185 shares 39,185 $1.13M 0.51% new Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 4,992 shares; 2024Q3: 5,053 shares 5,053 $1.12M 0.5% +61 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 17,258 shares; 2024Q3: 13,323 shares 13,323 $1.12M 0.5% -3,935 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 9,385 shares; 2024Q3: 8,499 shares 8,499 $1.11M 0.5% -886 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 12,571 shares; 2024Q3: 18,289 shares 18,289 $1.1M 0.49% +5,718 Timeline XEMD BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: 25,860 shares 25,860 $1.09M 0.49% new Timeline ISHARES ISHARES More: the full row for ISHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 43,232 shares; 2024Q3: 42,994 shares 42,994 $1.08M 0.49% -238 IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 7,368 shares; 2024Q3: 6,824 shares 6,824 $1.06M 0.48% -544 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 3,487 shares; 2024Q3: 3,538 shares 3,538 $1.05M 0.47% +51 Timeline IDHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 32,615 shares; 2024Q3: 33,891 shares 33,891 $1.04M 0.47% +1,276 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 8,832 shares; 2024Q3: 9,082 shares 9,082 $1.04M 0.47% +250 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 4,058 shares; 2024Q3: 4,034 shares 4,034 $1.02M 0.46% -24 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 8,851 shares; 2024Q3: 8,471 shares 8,471 $1.01M 0.45% -380 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 3,518 shares; 2024Q3: 3,562 shares 3,562 $955K 0.43% +44 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 56,441 shares; 2024Q3: 30,897 shares 30,897 $928K 0.42% -25,544 Timeline ABEQ UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 18,720 shares; 2024Q3: 27,640 shares 27,640 $910K 0.41% +8,920 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 22,046 shares; 2024Q3: 16,366 shares 16,366 $905K 0.41% -5,680 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 8,754 shares; 2024Q3: 9,221 shares 9,221 $894K 0.4% +467 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 38,963 shares; 2024Q3: 38,963 shares 38,963 $891K 0.4% 0 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 11,389 shares; 2024Q3: 16,856 shares 16,856 $890K 0.4% +5,467 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 2,206 shares; 2024Q3: 2,241 shares 2,241 $880K 0.39% +35 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 33,697 shares; 2024Q3: 34,224 shares 34,224 $874K 0.39% +527 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 1,768 shares; 2024Q3: 1,789 shares 1,789 $872K 0.39% +21 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 3,972 shares; 2024Q3: 4,171 shares 4,171 $860K 0.39% +199 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 7,108 shares; 2024Q3: 6,929 shares 6,929 $846K 0.38% -179 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 5,374 shares; 2024Q3: 6,217 shares 6,217 $845K 0.38% +843 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 5,705 shares; 2024Q3: 5,019 shares 5,019 $845K 0.38% -686 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 13,393 shares; 2024Q3: 15,552 shares 15,552 $820K 0.37% +2,159 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 1,653 shares; 2024Q3: 1,668 shares 1,668 $802K 0.36% +15 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 12,618 shares; 2024Q3: 12,755 shares 12,755 $780K 0.35% +137 Timeline BBBS BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: 15,225 shares 15,225 $775K 0.35% new Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 13,899 shares; 2024Q3: 17,846 shares 17,846 $767K 0.34% +3,947 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 29,195 shares; 2024Q3: 29,928 shares 29,928 $751K 0.34% +733 C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 9,595 shares; 2024Q3: 11,561 shares 11,561 $742K 0.33% +1,966 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 1,717 shares; 2024Q3: 1,743 shares 1,743 $727K 0.33% +26 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 6,705 shares; 2024Q3: 6,533 shares 6,533 $712K 0.32% -172 Timeline HYSA BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: 46,408 shares 46,408 $706K 0.32% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: 10,249 shares 10,249 $704K 0.32% new Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 7,053 shares; 2024Q3: 4,262 shares 4,262 $700K 0.31% -2,791 Timeline XTRE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: 14,167 shares 14,167 $697K 0.31% new Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 8,652 shares; 2024Q3: 8,833 shares 8,833 $697K 0.31% +181 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 8,795 shares; 2024Q3: 6,626 shares 6,626 $691K 0.31% -2,169 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 2,180 shares; 2024Q3: 2,442 shares 2,442 $688K 0.31% +262 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 8,456 shares; 2024Q3: 7,350 shares 7,350 $675K 0.3% -1,106 Timeline LBTYA LIBERTY GLOBAL LTD More: the full row for LIBERTY GLOBAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 26,544 shares; 2024Q3: 31,987 shares 31,987 $669K 0.3% +5,443 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 6,513 shares; 2024Q3: 6,539 shares 6,539 $668K 0.3% +26 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 2,837 shares; 2024Q3: 2,876 shares 2,876 $654K 0.29% +39 Timeline EEMS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: 10,558 shares 10,558 $648K 0.29% new Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 10,982 shares; 2024Q3: 6,362 shares 6,362 $640K 0.29% -4,620 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 1,963 shares; 2024Q3: 1,587 shares 1,587 $639K 0.29% -376 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 8,876 shares; 2024Q3: 8,998 shares 8,998 $626K 0.28% +122 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 16,233 shares; 2024Q3: 19,655 shares 19,655 $619K 0.28% +3,422 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 53,411 shares; 2024Q3: 64,655 shares 64,655 $617K 0.28% +11,244 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 2,521 shares; 2024Q3: 2,554 shares 2,554 $592K 0.27% +33 Timeline XCCC BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: 14,468 shares 14,468 $573K 0.26% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: 792 shares 792 $561K 0.25% new Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 23,669 shares; 2024Q3: 23,669 shares 23,669 $529K 0.24% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 541 shares; 2024Q3: 544 shares 544 $514K 0.23% +3 Timeline BLND BLEND LABS INC More: the full row for BLEND LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: 147,684 shares 147,684 $508K 0.23% new Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 28,724 shares; 2024Q3: 12,066 shares 12,066 $502K 0.23% -16,658 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 962 shares; 2024Q3: 975 shares 975 $499K 0.22% +13 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 3,974 shares; 2024Q3: 4,564 shares 4,564 $486K 0.22% +590 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 14,384 shares; 2024Q3: 8,410 shares 8,410 $475K 0.21% -5,974 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 5,351 shares; 2024Q3: 8,312 shares 8,312 $469K 0.21% +2,961 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 12,573 shares; 2024Q3: 6,498 shares 6,498 $468K 0.21% -6,075 Timeline TAXX BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: 8,600 shares 8,600 $435K 0.2% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 9,359 shares; 2024Q3: 7,056 shares 7,056 $432K 0.19% -2,303 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 25,439 shares; 2024Q3: 25,439 shares 25,439 $417K 0.19% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 537 shares; 2024Q3: 540 shares 540 $405K 0.18% +3 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 1,420 shares; 2024Q3: 1,596 shares 1,596 $404K 0.18% +176 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 1,564 shares; 2024Q3: 1,677 shares 1,677 $401K 0.18% +113 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 366 shares; 2024Q3: 189 shares 189 $389K 0.17% -177 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 682 shares; 2024Q3: 688 shares 688 $380K 0.17% +6 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 1,906 shares; 2024Q3: 1,922 shares 1,922 $356K 0.16% +16 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 1,814 shares; 2024Q3: 1,943 shares 1,943 $338K 0.15% +129 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: 4,157 shares 4,157 $332K 0.15% new Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 6,714 shares; 2024Q3: 6,939 shares 6,939 $330K 0.15% +225 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: 1,407 shares 1,407 $321K 0.14% new Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 3,599 shares; 2024Q3: 2,363 shares 2,363 $321K 0.14% -1,236 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: 530 shares 530 $315K 0.14% new Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 9,992 shares; 2024Q3: 9,992 shares 9,992 $308K 0.14% 0 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 6,642 shares; 2024Q3: 13,642 shares 13,642 $303K 0.14% +7,000 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: 1,400 shares 1,400 $287K 0.13% new Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 11,788 shares; 2024Q3: 11,788 shares 11,788 $285K 0.13% 0 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 10,200 shares; 2024Q3: 10,200 shares 10,200 $284K 0.13% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 3,320 shares; 2024Q3: 2,823 shares 2,823 $280K 0.13% -497 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 898 shares; 2024Q3: 1,014 shares 1,014 $279K 0.13% +116 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 11,563 shares; 2024Q3: 11,563 shares 11,563 $279K 0.13% 0 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 5,359 shares; 2024Q3: 5,359 shares 5,359 $274K 0.12% 0 Timeline EQC EQUITY COMMONWEALTH More: the full row for EQUITY COMMONWEALTH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 42,005 shares; 2024Q3: 13,485 shares 13,485 $267K 0.12% -28,520 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 1,525 shares; 2024Q3: 1,576 shares 1,576 $267K 0.12% +51 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 6,106 shares; 2024Q3: 6,042 shares 6,042 $263K 0.12% -64 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 5,063 shares; 2024Q3: 4,720 shares 4,720 $257K 0.12% -343 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: 1,403 shares 1,403 $257K 0.12% new Timeline SMMT SUMMIT THERAPEUTICS INC More: the full row for SUMMIT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 12,209 shares; 2024Q3: 11,250 shares 11,250 $250K 0.11% -959 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 7,000 shares; 2024Q3: 7,000 shares 7,000 $244K 0.11% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 2,837 shares; 2024Q3: 2,725 shares 2,725 $242K 0.11% -112 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 3,036 shares; 2024Q3: 2,065 shares 2,065 $242K 0.11% -971 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 1,014 shares; 2024Q3: 1,022 shares 1,022 $240K 0.11% +8 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 697 shares; 2024Q3: 748 shares 748 $238K 0.11% +51 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: 1,161 shares 1,161 $234K 0.1% new Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 4,487 shares; 2024Q3: 4,487 shares 4,487 $227K 0.1% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 2,273 shares; 2024Q3: 2,273 shares 2,273 $224K 0.1% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 2,366 shares; 2024Q3: 1,589 shares 1,589 $223K 0.1% -777 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 1,260 shares; 2024Q3: 1,147 shares 1,147 $218K 0.1% -113 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: 4,005 shares 4,005 $211K 0.09% new Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: 403 shares 403 $207K 0.09% new Timeline TOTALENERGIES SE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 3,356 shares; 2024Q3: 3,125 shares 3,125 $202K 0.09% -231 EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: 2,206 shares 2,206 $202K 0.09% new Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 3,363 shares; 2024Q3: 3,051 shares 3,051 $201K 0.09% -312 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 20,000 shares; 2024Q3: 47,601 shares 47,601 $162K 0.07% +27,601 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 11,445 shares; 2024Q3: 10,184 shares 10,184 $161K 0.07% -1,261 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 14,034 shares; 2024Q3: 14,034 shares 14,034 $157K 0.07% 0 Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 12,810 shares; 2024Q3: 12,811 shares 12,811 $153K 0.07% +1 Timeline FOLD AMICUS THERAPEUTIC More: the full row for AMICUS THERAPEUTIC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: 11,793 shares 11,793 $136K 0.06% new Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 26,397 shares; 2024Q3: 17,109 shares 17,109 $113K 0.05% -9,288 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 15,000 shares; 2024Q3: 21,000 shares 21,000 $111K 0.05% +6,000 Timeline GENI GENIUS SPORTS LIMITED More: the full row for GENIUS SPORTS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: 15,000 shares 15,000 $106K 0.05% new Timeline BTE BAYTEX ENERGY CORP More: the full row for BAYTEX ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 30,000 shares; 2024Q3: 30,000 shares 30,000 $85.5K 0.04% 0 Timeline Tempest Therapeutics, Inc. Tempest Therapeutics, Inc. More: the full row for Tempest Therapeutics, Inc. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: 62,000 shares 62,000 $68.2K 0.03% new PYXS PYXIS ONCOLOGY INC More: the full row for PYXIS ONCOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 12,000 shares; 2024Q3: 13,660 shares 13,660 $51.8K 0.02% +1,660 Timeline IGC IGC PHARMA INC More: the full row for IGC PHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: 103,443 shares 103,443 $41.9K 0.02% new Timeline ADAPY ADAPTIMMUNE THERAPEUTICS PLC S More: the full row for ADAPTIMMUNE THERAPEUTICS PLC S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: 35,000 shares 35,000 $25.8K 0.01% new Timeline