SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 1,698,780 shares; 2023Q2: 1,548,737 shares; 2023Q3: 1,654,317 shares; 2023Q4: 611,709 shares; 2024Q1: 558,717 shares; 2024Q2: 479,843 shares; 2024Q3: 546,560 shares 546,560 $60.5M 9.75% +66,717 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: 57,672 shares; 2023Q1: 58,823 shares; 2023Q2: 59,169 shares; 2023Q3: 60,442 shares; 2023Q4: 103,695 shares; 2024Q1: 107,083 shares; 2024Q2: 109,016 shares; 2024Q3: 108,863 shares 108,863 $50.1M 8.08% -153 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,467,463 shares; 2024Q1: 1,542,530 shares; 2024Q2: 1,651,105 shares; 2024Q3: 1,703,565 shares 1,703,565 $45M 7.25% +52,460 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,408,234 shares; 2024Q1: 1,479,668 shares; 2024Q2: 1,564,196 shares; 2024Q3: 1,617,206 shares 1,617,206 $34.3M 5.53% +53,010 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,158,779 shares; 2024Q1: 1,217,224 shares; 2024Q2: 1,289,265 shares; 2024Q3: 1,334,174 shares 1,334,174 $34.3M 5.53% +44,909 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 807,316 shares; 2023Q3: 819,046 shares; 2023Q4: 1,346,197 shares; 2024Q1: 1,409,046 shares; 2024Q2: 1,491,356 shares; 2024Q3: 1,540,405 shares 1,540,405 $34.2M 5.51% +49,049 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 352,792 shares; 2023Q2: 763,735 shares; 2023Q3: 773,587 shares; 2023Q4: 812,316 shares; 2024Q1: 852,432 shares; 2024Q2: 907,556 shares; 2024Q3: 942,319 shares 942,319 $22.2M 3.57% +34,763 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 322,030 shares; 2023Q2: 699,504 shares; 2023Q3: 708,259 shares; 2023Q4: 740,950 shares; 2024Q1: 779,959 shares; 2024Q2: 830,142 shares; 2024Q3: 861,339 shares 861,339 $22M 3.55% +31,197 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 181,125 shares; 2023Q1: 181,866 shares; 2023Q2: 183,395 shares; 2023Q3: 187,950 shares; 2023Q4: 206,002 shares; 2024Q1: 209,265 shares; 2024Q2: 213,189 shares; 2024Q3: 212,409 shares 212,409 $21.9M 3.54% -780 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 137,261 shares; 2024Q1: 144,296 shares; 2024Q2: 240,926 shares; 2024Q3: 249,500 shares 249,500 $20.2M 3.25% +8,574 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: 355,299 shares; 2023Q1: 371,210 shares; 2023Q2: 740,566 shares; 2023Q3: 751,857 shares; 2023Q4: 538,017 shares; 2024Q1: 567,811 shares; 2024Q2: 603,514 shares; 2024Q3: 626,432 shares 626,432 $15.3M 2.46% +22,918 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 178,982 shares; 2024Q3: 179,798 shares 179,798 $12.9M 2.07% +816 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: 49,754 shares; 2023Q1: 51,207 shares; 2023Q2: 50,925 shares; 2023Q3: 53,007 shares; 2023Q4: 51,107 shares; 2024Q1: 51,932 shares; 2024Q2: 55,355 shares; 2024Q3: 52,667 shares 52,667 $12.3M 1.98% -2,688 Timeline EMHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 261,342 shares; 2023Q2: 263,722 shares; 2023Q3: 270,051 shares; 2023Q4: 284,167 shares; 2024Q1: 298,930 shares; 2024Q2: 306,593 shares; 2024Q3: 303,324 shares 303,324 $11.8M 1.91% -3,269 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: 355,355 shares; 2023Q1: 369,665 shares; 2023Q2: 739,893 shares; 2023Q3: 751,100 shares; 2023Q4: 383,183 shares; 2024Q1: 404,036 shares; 2024Q2: 430,241 shares; 2024Q3: 441,732 shares 441,732 $10.7M 1.73% +11,491 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 111,956 shares; 2023Q1: 175,315 shares; 2023Q2: 175,268 shares; 2023Q3: 183,641 shares; 2023Q4: 176,598 shares; 2024Q1: 181,378 shares; 2024Q2: 190,670 shares; 2024Q3: 181,878 shares 181,878 $9.04M 1.46% -8,792 Timeline MLN VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 496,898 shares; 2024Q1: 525,485 shares; 2024Q2: 480,646 shares; 2024Q3: 489,013 shares 489,013 $8.95M 1.44% +8,367 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: 41,423 shares; 2023Q1: 16,171 shares; 2023Q2: 16,324 shares; 2023Q3: 17,111 shares; 2023Q4: 17,262 shares; 2024Q1: 75,296 shares; 2024Q2: 78,313 shares; 2024Q3: 77,031 shares 77,031 $7.8M 1.26% -1,282 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: 33,003 shares; 2023Q1: 18,820 shares; 2023Q2: 18,412 shares; 2023Q3: 20,596 shares; 2023Q4: 18,218 shares; 2024Q1: 17,923 shares; 2024Q2: 19,837 shares; 2024Q3: 17,106 shares 17,106 $7.36M 1.19% -2,731 Timeline INDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 111,018 shares; 2023Q2: 112,370 shares; 2023Q3: 115,103 shares; 2023Q4: 124,179 shares; 2024Q1: 127,699 shares; 2024Q2: 130,228 shares; 2024Q3: 128,165 shares 128,165 $7.22M 1.16% -2,063 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: 31,521 shares; 2023Q1: 36,485 shares; 2023Q2: 36,466 shares; 2023Q3: 36,917 shares; 2023Q4: 36,862 shares; 2024Q1: 37,645 shares; 2024Q2: 37,620 shares; 2024Q3: 36,738 shares 36,738 $6.85M 1.1% -882 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 17,498 shares; 2023Q2: 17,816 shares; 2023Q3: 18,245 shares; 2023Q4: 17,662 shares; 2024Q1: 17,592 shares; 2024Q2: 17,825 shares; 2024Q3: 17,363 shares 17,363 $6.79M 1.09% -462 Timeline FXR 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: 67,393 shares; 2023Q1: 70,527 shares; 2023Q2: 69,849 shares; 2023Q3: 71,484 shares; 2023Q4: 86,581 shares; 2024Q1: 88,625 shares; 2024Q2: 90,080 shares; 2024Q3: 88,590 shares 88,590 $6.71M 1.08% -1,490 Timeline FXD 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: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 93,717 shares; 2024Q1: 96,922 shares; 2024Q2: 98,249 shares; 2024Q3: 98,357 shares 98,357 $6.23M 1% +108 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 246,158 shares; 2024Q1: 259,549 shares; 2024Q2: 238,579 shares; 2024Q3: 240,357 shares 240,357 $6.13M 0.99% +1,778 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: 32,605 shares; 2023Q1: 36,229 shares; 2023Q2: 35,943 shares; 2023Q3: 40,074 shares; 2023Q4: 36,144 shares; 2024Q1: 36,508 shares; 2024Q2: 40,237 shares; 2024Q3: 35,797 shares 35,797 $6M 0.97% -4,440 Timeline FTXL 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: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 60,978 shares; 2024Q1: 64,119 shares; 2024Q2: 64,357 shares; 2024Q3: 64,109 shares 64,109 $5.98M 0.96% -248 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 45,071 shares; 2024Q2: 47,938 shares; 2024Q3: 47,422 shares 47,422 $5.96M 0.96% -516 Timeline QTEC 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: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 28,850 shares; 2024Q1: 29,989 shares; 2024Q2: 30,512 shares; 2024Q3: 30,283 shares 30,283 $5.79M 0.93% -229 Timeline FDN 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: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 24,739 shares; 2024Q1: 25,807 shares; 2024Q2: 26,323 shares; 2024Q3: 26,475 shares 26,475 $5.61M 0.9% +152 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 23,794 shares; 2024Q2: 24,882 shares; 2024Q3: 24,864 shares 24,864 $5.5M 0.89% -18 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 15,472 shares; 2024Q1: 16,595 shares; 2024Q2: 17,127 shares; 2024Q3: 17,459 shares 17,459 $4.78M 0.77% +332 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: 2,817 shares; 2023Q1: 2,818 shares; 2023Q2: 2,661 shares; 2023Q3: 2,906 shares; 2023Q4: 35,822 shares; 2024Q1: 38,955 shares; 2024Q2: 39,943 shares; 2024Q3: 40,463 shares 40,463 $4.59M 0.74% +520 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 52,588 shares; 2023Q2: 57,836 shares; 2023Q3: 64,874 shares; 2023Q4: 177,092 shares; 2024Q1: 187,918 shares; 2024Q2: 172,828 shares; 2024Q3: 173,421 shares 173,421 $4.44M 0.72% +593 Timeline GRPM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 19,083 shares; 2023Q1: 20,928 shares; 2023Q2: 21,321 shares; 2023Q3: 21,547 shares; 2023Q4: 31,193 shares; 2024Q1: 32,053 shares; 2024Q2: 33,656 shares; 2024Q3: 34,529 shares 34,529 $4.04M 0.65% +873 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 151,932 shares; 2023Q1: 95,683 shares; 2023Q2: 2,372 shares; 2023Q3: 1,554 shares; 2023Q4: 20,181 shares; 2024Q1: 20,588 shares; 2024Q2: 21,141 shares; 2024Q3: 21,707 shares 21,707 $3.89M 0.63% +566 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: 33,357 shares; 2023Q1: 29,643 shares; 2023Q2: 31,893 shares; 2023Q3: 34,024 shares; 2023Q4: 33,677 shares; 2024Q1: 32,519 shares; 2024Q2: 33,295 shares; 2024Q3: 33,051 shares 33,051 $3.87M 0.62% -244 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 32,141 shares; 2024Q1: 32,644 shares; 2024Q2: 33,480 shares; 2024Q3: 34,263 shares 34,263 $3.62M 0.58% +783 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 10,578 shares; 2023Q1: 22,868 shares; 2023Q2: 23,415 shares; 2023Q3: 23,996 shares; 2023Q4: 35,508 shares; 2024Q1: 36,009 shares; 2024Q2: 37,389 shares; 2024Q3: 37,694 shares 37,694 $3.61M 0.58% +305 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 12,999 shares; 2023Q1: 14,101 shares; 2023Q2: 14,147 shares; 2023Q3: 14,170 shares; 2023Q4: 17,503 shares; 2024Q1: 18,091 shares; 2024Q2: 18,668 shares; 2024Q3: 18,726 shares 18,726 $3.57M 0.58% +58 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 45,674 shares; 2023Q1: 55,315 shares; 2023Q2: 52,819 shares; 2023Q3: 60,469 shares; 2023Q4: 134,652 shares; 2024Q1: 143,445 shares; 2024Q2: 131,377 shares; 2024Q3: 132,009 shares 132,009 $3.36M 0.54% +632 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,463,884 shares; 2023Q1: 37,796 shares; 2023Q2: 28,547 shares; 2023Q3: 34,395 shares; 2023Q4: 93,234 shares; 2024Q1: 67,281 shares; 2024Q2: 63,237 shares; 2024Q3: 64,257 shares 64,257 $3.26M 0.53% +1,020 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 49,352 shares; 2023Q1: 58,981 shares; 2023Q2: 56,508 shares; 2023Q3: 58,641 shares; 2023Q4: 112,008 shares; 2024Q1: 119,494 shares; 2024Q2: 109,190 shares; 2024Q3: 110,093 shares 110,093 $2.82M 0.46% +903 Timeline ISHARES ISHARES More: the full row for ISHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 123,974 shares; 2023Q1: 157,523 shares; 2023Q2: 102,562 shares; 2023Q3: 106,841 shares; 2023Q4: 104,957 shares; 2024Q1: 107,498 shares; 2024Q2: 96,984 shares; 2024Q3: 100,162 shares 100,162 $2.67M 0.43% +3,178 ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 7,819 shares; 2023Q1: 7,819 shares; 2023Q2: 7,819 shares; 2023Q3: 7,819 shares; 2023Q4: 7,558 shares; 2024Q1: 7,558 shares; 2024Q2: 7,558 shares; 2024Q3: 7,558 shares 7,558 $2.09M 0.34% 0 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: 7,334 shares; 2023Q1: 7,049 shares; 2023Q2: 11,954 shares; 2023Q3: 10,759 shares; 2023Q4: 11,523 shares; 2024Q1: 9,534 shares; 2024Q2: 10,122 shares; 2024Q3: 9,343 shares 9,343 $1.97M 0.32% -779 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 7,964 shares; 2023Q1: 8,864 shares; 2023Q2: 10,088 shares; 2023Q3: 9,188 shares; 2023Q4: 10,988 shares; 2024Q1: 9,188 shares; 2024Q2: 9,188 shares; 2024Q3: 9,188 shares 9,188 $1.73M 0.28% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,388 shares; 2023Q1: 2,388 shares; 2023Q2: 2,388 shares; 2023Q3: 2,388 shares; 2023Q4: 2,388 shares; 2024Q1: 2,388 shares; 2024Q2: 2,388 shares; 2024Q3: 2,388 shares 2,388 $1.4M 0.23% 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: not reported; 2023Q1: 1,450 shares; 2023Q2: 2,206 shares; 2023Q3: 1,233 shares; 2023Q4: 1,234 shares; 2024Q1: 1,205 shares; 2024Q2: 12,693 shares; 2024Q3: 11,041 shares 11,041 $1.34M 0.22% -1,652 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 23,618 shares; 2023Q1: 23,331 shares; 2023Q2: 23,238 shares; 2023Q3: 23,238 shares; 2023Q4: 23,322 shares; 2024Q1: 24,002 shares; 2024Q2: 23,146 shares; 2024Q3: 22,704 shares 22,704 $1.34M 0.22% -442 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: 3,773 shares; 2023Q1: 3,773 shares; 2023Q2: 7,619 shares; 2023Q3: 10,156 shares; 2023Q4: 7,845 shares; 2024Q1: 7,626 shares; 2024Q2: 10,162 shares; 2024Q3: 7,673 shares 7,673 $1.33M 0.21% -2,489 Timeline SCHB 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: 23,219 shares; 2023Q1: 20,890 shares; 2023Q2: 20,891 shares; 2023Q3: 20,294 shares; 2023Q4: 20,267 shares; 2024Q1: 19,815 shares; 2024Q2: 19,754 shares; 2024Q3: 19,755 shares 19,755 $1.31M 0.21% +1 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 1,111 shares; 2023Q2: 1,035 shares; 2023Q3: 2,088 shares; 2023Q4: 2,235 shares; 2024Q1: 2,299 shares; 2024Q2: 2,251 shares; 2024Q3: 2,208 shares 2,208 $1.26M 0.2% -43 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,320 shares; 2024Q1: 4,762 shares; 2024Q2: 4,827 shares; 2024Q3: 4,577 shares 4,577 $1.19M 0.19% -250 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 6,893 shares; 2024Q1: 10,893 shares; 2024Q2: 10,936 shares; 2024Q3: 10,887 shares 10,887 $1.16M 0.19% -49 Timeline PFS PROVIDENT FINL SVCS INC More: the full row for PROVIDENT FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 60,120 shares; 2024Q3: 60,218 shares 60,218 $1.12M 0.18% +98 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,801 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 748 shares; 2024Q1: 1,215 shares; 2024Q2: 1,262 shares; 2024Q3: 1,228 shares 1,228 $1.09M 0.18% -34 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: not reported; 2023Q1: not reported; 2023Q2: 275 shares; 2023Q3: 312 shares; 2023Q4: 623 shares; 2024Q1: 654 shares; 2024Q2: 652 shares; 2024Q3: 6,188 shares 6,188 $1.07M 0.17% +5,536 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 1,004 shares; 2023Q2: 2,047 shares; 2023Q3: 2,081 shares; 2023Q4: 2,007 shares; 2024Q1: 2,021 shares; 2024Q2: 2,059 shares; 2024Q3: 1,980 shares 1,980 $930K 0.15% -79 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 235 shares; 2024Q1: 468 shares; 2024Q2: 498 shares; 2024Q3: 477 shares 477 $927K 0.15% -21 Timeline ARISTA NETWORKS INC ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,550 shares; 2023Q3: 1,579 shares; 2023Q4: 1,508 shares; 2024Q1: 2,315 shares; 2024Q2: 2,434 shares; 2024Q3: 2,347 shares 2,347 $901K 0.15% -87 NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 62,257 shares; 2024Q1: 67,836 shares; 2024Q2: 69,255 shares; 2024Q3: 65,791 shares 65,791 $898K 0.14% -3,464 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,882 shares; 2024Q2: 6,200 shares; 2024Q3: 6,001 shares 6,001 $861K 0.14% -199 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 35,805 shares; 2023Q1: 36,379 shares; 2023Q2: 36,835 shares; 2023Q3: 37,685 shares; 2023Q4: 38,998 shares; 2024Q1: 39,787 shares; 2024Q2: 41,021 shares; 2024Q3: 41,797 shares 41,797 $847K 0.14% +776 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: not reported; 2023Q1: 1,642 shares; 2023Q2: 1,690 shares; 2023Q3: 1,720 shares; 2023Q4: 1,652 shares; 2024Q1: 1,614 shares; 2024Q2: 1,665 shares; 2024Q3: 1,607 shares 1,607 $814K 0.13% -58 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: 4,674 shares; 2023Q1: 4,480 shares; 2023Q2: 6,369 shares; 2023Q3: 17,794 shares; 2023Q4: 6,058 shares; 2024Q1: 4,936 shares; 2024Q2: 16,780 shares; 2024Q3: 4,997 shares 4,997 $810K 0.13% -11,783 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,578 shares; 2024Q2: 4,719 shares; 2024Q3: 4,533 shares 4,533 $808K 0.13% -186 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: 3,985 shares; 2023Q1: 28,556 shares; 2023Q2: 29,019 shares; 2023Q3: 31,058 shares; 2023Q4: 4,984 shares; 2024Q1: 5,501 shares; 2024Q2: 6,636 shares; 2024Q3: 5,377 shares 5,377 $792K 0.13% -1,259 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,455 shares; 2024Q3: 4,298 shares 4,298 $762K 0.12% -157 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,524 shares; 2023Q1: 2,526 shares; 2023Q2: 4,866 shares; 2023Q3: 4,955 shares; 2023Q4: 4,751 shares; 2024Q1: 4,721 shares; 2024Q2: 4,804 shares; 2024Q3: 4,626 shares 4,626 $754K 0.12% -178 Timeline DIREXION SHS ETF TR DIREXION SHS ETF TR More: the full row for DIREXION SHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 175,000 shares 175,000 $728K 0.12% new DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 745 shares; 2024Q3: 4,320 shares 4,320 $689K 0.11% +3,575 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 1,319 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 530 shares; 2024Q1: 789 shares; 2024Q2: 857 shares; 2024Q3: 836 shares 836 $677K 0.11% -21 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6,964 shares; 2024Q3: 6,787 shares 6,787 $675K 0.11% -177 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 9,481 shares; 2024Q2: 10,058 shares; 2024Q3: 9,244 shares 9,244 $671K 0.11% -814 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 9,735 shares 9,735 $665K 0.11% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,660 shares; 2024Q1: 8,617 shares; 2024Q2: 9,107 shares; 2024Q3: 8,844 shares 8,844 $665K 0.11% -263 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,223 shares; 2023Q1: 3,223 shares; 2023Q2: 3,223 shares; 2023Q3: 3,223 shares; 2023Q4: 3,166 shares; 2024Q1: 3,166 shares; 2024Q2: 3,086 shares; 2024Q3: 3,048 shares 3,048 $655K 0.11% -38 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,803 shares; 2024Q3: 5,648 shares 5,648 $653K 0.11% -155 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,479 shares 5,479 $651K 0.1% new 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: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,961 shares; 2024Q3: 1,910 shares 1,910 $633K 0.1% -51 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,032 shares 1,032 $624K 0.1% new Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,185 shares 4,185 $619K 0.1% new Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 10,697 shares; 2024Q1: 12,693 shares; 2024Q2: 13,810 shares; 2024Q3: 13,750 shares 13,750 $619K 0.1% -60 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 669 shares; 2023Q1: not reported; 2023Q2: 692 shares; 2023Q3: 705 shares; 2023Q4: 676 shares; 2024Q1: 1,208 shares; 2024Q2: 1,301 shares; 2024Q3: 1,221 shares 1,221 $604K 0.1% -80 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: not reported; 2023Q1: 668 shares; 2023Q2: 675 shares; 2023Q3: 835 shares; 2023Q4: 815 shares; 2024Q1: 917 shares; 2024Q2: 962 shares; 2024Q3: 806 shares 806 $572K 0.09% -156 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 5,924 shares; 2023Q1: 4,500 shares; 2023Q2: 4,500 shares; 2023Q3: 4,500 shares; 2023Q4: 4,500 shares; 2024Q1: 4,450 shares; 2024Q2: 4,234 shares; 2024Q3: 4,366 shares 4,366 $570K 0.09% +132 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 1,550 shares; 2023Q2: 1,276 shares; 2023Q3: 1,317 shares; 2023Q4: 1,646 shares; 2024Q1: 1,922 shares; 2024Q2: 1,971 shares; 2024Q3: 1,914 shares 1,914 $501K 0.08% -57 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: not reported; 2023Q1: 1,335 shares; 2023Q2: 1,389 shares; 2023Q3: not reported; 2023Q4: 1,541 shares; 2024Q1: 1,915 shares; 2024Q2: 1,854 shares; 2024Q3: 1,846 shares 1,846 $501K 0.08% -8 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: 6,585 shares; 2023Q1: 6,553 shares; 2023Q2: 9,441 shares; 2023Q3: 9,893 shares; 2023Q4: 11,330 shares; 2024Q1: 12,507 shares; 2024Q2: 12,014 shares; 2024Q3: 11,697 shares 11,697 $489K 0.08% -317 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 384 shares; 2023Q3: 503 shares; 2023Q4: 528 shares; 2024Q1: 564 shares; 2024Q2: 632 shares; 2024Q3: 550 shares 550 $488K 0.08% -82 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,838 shares; 2024Q3: 1,910 shares 1,910 $487K 0.08% +72 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,371 shares; 2024Q3: 1,679 shares 1,679 $484K 0.08% +308 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: not reported; 2023Q1: 1,148 shares; 2023Q2: 1,191 shares; 2023Q3: 1,218 shares; 2023Q4: 1,412 shares; 2024Q1: 1,689 shares; 2024Q2: 1,675 shares; 2024Q3: 1,716 shares 1,716 $472K 0.08% +41 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 7,138 shares; 2023Q3: 7,405 shares; 2023Q4: 8,394 shares; 2024Q1: 11,104 shares; 2024Q2: 11,279 shares; 2024Q3: 11,445 shares 11,445 $454K 0.07% +166 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 16,232 shares; 2023Q1: 69,817 shares; 2023Q2: 70,971 shares; 2023Q3: 75,147 shares; 2023Q4: 4,094 shares; 2024Q1: 5,573 shares; 2024Q2: 8,303 shares; 2024Q3: 6,260 shares 6,260 $450K 0.07% -2,043 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,286 shares; 2024Q1: 2,842 shares; 2024Q2: 2,672 shares; 2024Q3: 2,711 shares 2,711 $444K 0.07% +39 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: 17,229 shares; 2023Q1: 17,312 shares; 2023Q2: 841 shares; 2023Q3: 790 shares; 2023Q4: 743 shares; 2024Q1: 883 shares; 2024Q2: 1,150 shares; 2024Q3: 1,091 shares 1,091 $442K 0.07% -59 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 2,897 shares; 2023Q3: 2,897 shares; 2023Q4: 2,930 shares; 2024Q1: 3,055 shares; 2024Q2: 3,055 shares; 2024Q3: 3,055 shares 3,055 $418K 0.07% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,765 shares; 2023Q3: 1,995 shares; 2023Q4: 2,527 shares; 2024Q1: 2,638 shares; 2024Q2: 2,503 shares; 2024Q3: 2,545 shares 2,545 $418K 0.07% +42 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 30,417 shares; 2024Q1: 34,893 shares; 2024Q2: 32,422 shares; 2024Q3: 32,803 shares 32,803 $414K 0.07% +381 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: 5,291 shares; 2023Q1: 5,770 shares; 2023Q2: 5,817 shares; 2023Q3: 6,754 shares; 2023Q4: 7,586 shares; 2024Q1: 8,098 shares; 2024Q2: 8,612 shares; 2024Q3: 7,766 shares 7,766 $413K 0.07% -846 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 8,480 shares; 2023Q1: 5,561 shares; 2023Q2: 5,365 shares; 2023Q3: 5,071 shares; 2023Q4: 8,449 shares; 2024Q1: 4,433 shares; 2024Q2: 4,358 shares; 2024Q3: 4,358 shares 4,358 $398K 0.06% 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,556 shares; 2024Q1: 1,904 shares; 2024Q2: 2,083 shares; 2024Q3: 2,273 shares 2,273 $387K 0.06% +190 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: 1,578 shares; 2023Q1: 1,578 shares; 2023Q2: 1,578 shares; 2023Q3: 1,643 shares; 2023Q4: 1,578 shares; 2024Q1: 4,455 shares; 2024Q2: 4,659 shares; 2024Q3: 4,559 shares 4,559 $382K 0.06% -100 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: not reported; 2023Q1: 1,106 shares; 2023Q2: 1,122 shares; 2023Q3: 2,460 shares; 2023Q4: 1,696 shares; 2024Q1: 1,810 shares; 2024Q2: 3,010 shares; 2024Q3: 1,832 shares 1,832 $378K 0.06% -1,178 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 623 shares; 2024Q1: 789 shares; 2024Q2: 782 shares; 2024Q3: 796 shares 796 $378K 0.06% +14 Timeline TECL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 4,250 shares; 2023Q3: not reported; 2023Q4: 4,250 shares; 2024Q1: 4,250 shares; 2024Q2: 4,250 shares; 2024Q3: 4,250 shares 4,250 $372K 0.06% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 5,008 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6,131 shares; 2024Q2: 6,109 shares; 2024Q3: 6,458 shares 6,458 $370K 0.06% +349 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,013 shares; 2024Q1: 2,181 shares; 2024Q2: 2,129 shares; 2024Q3: 2,108 shares 2,108 $358K 0.06% -21 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,432 shares; 2024Q2: 5,500 shares; 2024Q3: 5,605 shares 5,605 $351K 0.06% +105 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 2,309 shares; 2023Q4: 2,259 shares; 2024Q1: 2,294 shares; 2024Q2: 2,309 shares; 2024Q3: 2,856 shares 2,856 $329K 0.05% +547 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,920 shares; 2023Q1: 1,124 shares; 2023Q2: 1,129 shares; 2023Q3: 1,285 shares; 2023Q4: 7,646 shares; 2024Q1: 8,174 shares; 2024Q2: 828 shares; 2024Q3: 672 shares 672 $328K 0.05% -156 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,080 shares; 2024Q1: 1,457 shares; 2024Q2: 1,538 shares; 2024Q3: 1,663 shares 1,663 $316K 0.05% +125 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: not reported; 2023Q1: not reported; 2023Q2: 428 shares; 2023Q3: 427 shares; 2023Q4: 525 shares; 2024Q1: 622 shares; 2024Q2: 615 shares; 2024Q3: 606 shares 606 $314K 0.05% -9 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 7,368 shares; 2024Q2: 8,184 shares; 2024Q3: 8,754 shares 8,754 $307K 0.05% +570 Timeline RDIV 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: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,544 shares; 2024Q2: 5,384 shares; 2024Q3: 6,085 shares 6,085 $304K 0.05% +701 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: 999 shares; 2023Q1: 999 shares; 2023Q2: 999 shares; 2023Q3: 1,099 shares; 2023Q4: 999 shares; 2024Q1: 999 shares; 2024Q2: 1,099 shares; 2024Q3: 999 shares 999 $302K 0.05% -100 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 4,004 shares; 2023Q2: 4,412 shares; 2023Q3: 3,212 shares; 2023Q4: 3,212 shares; 2024Q1: 3,262 shares; 2024Q2: 3,212 shares; 2024Q3: 3,212 shares 3,212 $301K 0.05% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,735 shares; 2023Q1: 2,735 shares; 2023Q2: 2,735 shares; 2023Q3: 2,855 shares; 2023Q4: 2,735 shares; 2024Q1: 2,735 shares; 2024Q2: 2,855 shares; 2024Q3: 2,808 shares 2,808 $294K 0.05% -47 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,292 shares; 2024Q2: 1,393 shares; 2024Q3: 1,391 shares 1,391 $287K 0.05% -2 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 784 shares; 2024Q1: 871 shares; 2024Q2: 871 shares; 2024Q3: 864 shares 864 $278K 0.04% -7 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 764 shares; 2023Q2: 764 shares; 2023Q3: 869 shares; 2023Q4: 764 shares; 2024Q1: 764 shares; 2024Q2: 764 shares; 2024Q3: 764 shares 764 $276K 0.04% 0 Timeline BLFY BLUE FOUNDRY BANCORP More: the full row for BLUE FOUNDRY BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 26,366 shares; 2023Q3: 26,366 shares; 2023Q4: 26,366 shares; 2024Q1: 26,366 shares; 2024Q2: 26,366 shares; 2024Q3: 26,366 shares 26,366 $270K 0.04% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,663 shares; 2024Q2: 4,847 shares; 2024Q3: 5,177 shares 5,177 $267K 0.04% +330 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: not reported; 2023Q1: 1,127 shares; 2023Q2: 1,197 shares; 2023Q3: 1,341 shares; 2023Q4: 1,675 shares; 2024Q1: 1,331 shares; 2024Q2: 1,214 shares; 2024Q3: 1,248 shares 1,248 $258K 0.04% +34 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 7,547 shares; 2023Q1: 7,548 shares; 2023Q2: 7,487 shares; 2023Q3: 8,495 shares; 2023Q4: 7,729 shares; 2024Q1: not reported; 2024Q2: 9,936 shares; 2024Q3: 8,429 shares 8,429 $244K 0.04% -1,507 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: not reported; 2023Q1: not reported; 2023Q2: 1,645 shares; 2023Q3: 3,450 shares; 2023Q4: 1,465 shares; 2024Q1: 1,490 shares; 2024Q2: 3,470 shares; 2024Q3: 1,390 shares 1,390 $241K 0.04% -2,080 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: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,304 shares; 2023Q4: not reported; 2024Q1: 1,035 shares; 2024Q2: 1,303 shares; 2024Q3: 952 shares 952 $223K 0.04% -351 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: 9,818 shares; 2023Q1: 10,077 shares; 2023Q2: 9,173 shares; 2023Q3: 9,399 shares; 2023Q4: 9,125 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 355 shares 355 $208K 0.03% new Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 4,418 shares; 2023Q2: 4,418 shares; 2023Q3: 4,418 shares; 2023Q4: 4,418 shares; 2024Q1: 4,418 shares; 2024Q2: 3,065 shares; 2024Q3: 2,270 shares 2,270 $203K 0.03% -795 Timeline