VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 659,981 shares; 2023Q2: 687,597 shares; 2023Q3: 780,012 shares; 2023Q4: 833,962 shares; 2024Q1: 921,866 shares 921,866 $443M 35.94% +87,904 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,530,322 shares; 2023Q2: 1,685,267 shares; 2023Q3: 2,461,453 shares; 2023Q4: 3,361,722 shares; 2024Q1: 4,039,529 shares 4,039,529 $165M 13.41% +677,807 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 291,269 shares; 2023Q2: 281,472 shares; 2023Q3: 278,573 shares; 2023Q4: 279,514 shares; 2024Q1: 276,792 shares 276,792 $145M 11.78% -2,722 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 453,588 shares; 2023Q2: 453,673 shares; 2023Q3: 447,424 shares; 2023Q4: 395,102 shares; 2024Q1: 346,163 shares 346,163 $62M 5.03% -48,939 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 205,491 shares; 2023Q2: 205,494 shares; 2023Q3: 204,424 shares; 2023Q4: 226,664 shares; 2024Q1: 216,995 shares 216,995 $45.6M 3.7% -9,669 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 234,164 shares; 2023Q4: 240,726 shares; 2024Q1: 257,575 shares 257,575 $25.2M 2.05% +16,849 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,410 shares; 2023Q2: 2,779 shares; 2023Q3: 13,893 shares; 2023Q4: 13,893 shares; 2024Q1: 504,974 shares 504,974 $19.4M 1.58% +491,081 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 22,107 shares; 2023Q2: 37,344 shares; 2023Q3: 33,794 shares; 2023Q4: 41,250 shares; 2024Q1: 44,763 shares 44,763 $18.8M 1.53% +3,513 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 110,689 shares 110,689 $18.7M 1.52% new Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 33,866 shares; 2023Q2: 34,333 shares; 2023Q3: 36,732 shares; 2023Q4: 58,850 shares; 2024Q1: 58,924 shares 58,924 $16M 1.29% +74 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 51,136 shares; 2023Q2: 51,136 shares; 2023Q3: 51,136 shares; 2023Q4: 51,136 shares; 2024Q1: 51,136 shares 51,136 $12.8M 1.04% 0 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 47,265 shares; 2023Q2: 52,061 shares; 2023Q3: 48,875 shares; 2023Q4: 48,697 shares; 2024Q1: 67,770 shares 67,770 $11.6M 0.94% +19,073 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 7,964 shares; 2023Q2: 11,715 shares; 2023Q3: 10,739 shares; 2023Q4: 11,199 shares; 2024Q1: 11,375 shares 11,375 $10.3M 0.83% +176 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 12,542 shares; 2023Q2: 7,129 shares; 2023Q3: 14,826 shares; 2023Q4: 20,705 shares; 2024Q1: 22,695 shares 22,695 $10.1M 0.82% +1,990 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 65,987 shares; 2023Q2: 50,622 shares; 2023Q3: 40,362 shares; 2023Q4: 40,392 shares; 2024Q1: 40,455 shares 40,455 $10M 0.81% +63 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 48,190 shares; 2023Q2: 24,095 shares; 2023Q3: 24,095 shares; 2023Q4: 24,095 shares; 2024Q1: 24,095 shares 24,095 $7.23M 0.59% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 16,505 shares; 2023Q2: 24,759 shares; 2023Q3: 24,879 shares; 2023Q4: 24,995 shares; 2024Q1: 29,729 shares 29,729 $5.36M 0.43% +4,734 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,354 shares; 2023Q2: 56,932 shares; 2023Q3: 56,245 shares; 2023Q4: 56,283 shares; 2024Q1: 56,446 shares 56,446 $5.31M 0.43% +163 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 19,742 shares; 2023Q2: 28,917 shares; 2023Q3: 22,691 shares; 2023Q4: 23,312 shares; 2024Q1: 33,759 shares 33,759 $5.1M 0.41% +10,447 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,051 shares; 2023Q2: 1,890 shares; 2023Q3: 17,344 shares; 2023Q4: 17,289 shares; 2024Q1: 16,916 shares 16,916 $4.56M 0.37% -373 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 16,802 shares; 2023Q2: 27,380 shares; 2023Q3: 23,055 shares; 2023Q4: 24,871 shares; 2024Q1: 26,277 shares 26,277 $4M 0.32% +1,406 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,486 shares; 2023Q2: 7,140 shares; 2023Q3: 9,259 shares; 2023Q4: 7,326 shares; 2024Q1: 7,331 shares 7,331 $3.85M 0.31% +5 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,274 shares; 2023Q2: 4,701 shares; 2023Q3: 4,462 shares; 2023Q4: 9,431 shares; 2024Q1: 9,777 shares 9,777 $3.75M 0.3% +346 Timeline SPLV 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 56,257 shares; 2023Q2: 56,257 shares; 2023Q3: 55,257 shares; 2023Q4: 55,257 shares; 2024Q1: 55,257 shares 55,257 $3.64M 0.3% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,219 shares; 2023Q2: 7,698 shares; 2023Q3: 7,433 shares; 2023Q4: 7,443 shares; 2024Q1: 7,404 shares 7,404 $3.6M 0.29% -39 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,543 shares; 2023Q2: 6,830 shares; 2023Q3: 16,502 shares; 2023Q4: 22,558 shares; 2024Q1: 19,119 shares 19,119 $3.37M 0.27% -3,439 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,811 shares; 2023Q2: 3,235 shares; 2023Q3: 3,903 shares; 2023Q4: 3,892 shares; 2024Q1: 4,193 shares 4,193 $3.26M 0.26% +301 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,165 shares; 2023Q2: 1,180 shares; 2023Q3: 1,153 shares; 2023Q4: 2,753 shares; 2024Q1: 4,351 shares 4,351 $3.19M 0.26% +1,598 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 7,611 shares; 2023Q2: 10,824 shares; 2023Q3: 10,685 shares; 2023Q4: 10,726 shares; 2024Q1: 11,015 shares 11,015 $3.07M 0.25% +289 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 29,064 shares; 2023Q2: 36,584 shares; 2023Q3: 38,747 shares; 2023Q4: 33,686 shares; 2024Q1: 34,455 shares 34,455 $2.93M 0.24% +769 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,390 shares; 2023Q4: 8,290 shares; 2024Q1: 8,349 shares 8,349 $2.9M 0.24% +59 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,026 shares; 2023Q2: 1,208 shares; 2023Q3: 845 shares; 2023Q4: 2,820 shares; 2024Q1: 2,987 shares 2,987 $2.9M 0.24% +167 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 10,029 shares; 2023Q2: 15,282 shares; 2023Q3: 11,541 shares; 2023Q4: 10,929 shares; 2024Q1: 16,505 shares 16,505 $2.61M 0.21% +5,576 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,051 shares; 2023Q2: 4,658 shares; 2023Q3: 5,330 shares; 2023Q4: 5,069 shares; 2024Q1: 5,236 shares 5,236 $2.59M 0.21% +167 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 7,161 shares; 2023Q2: 18,811 shares; 2023Q3: 19,475 shares; 2023Q4: 18,747 shares; 2024Q1: 18,678 shares 18,678 $2.48M 0.2% -69 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 1,450 shares; 2023Q3: 1,450 shares; 2023Q4: 13,750 shares; 2024Q1: 12,940 shares 12,940 $2.48M 0.2% -810 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,551 shares; 2023Q2: 6,226 shares; 2023Q3: 4,552 shares; 2023Q4: 4,589 shares; 2024Q1: 4,992 shares 4,992 $2.4M 0.19% +403 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,498 shares; 2023Q2: 2,780 shares; 2023Q3: 1,475 shares; 2023Q4: 1,565 shares; 2024Q1: 1,603 shares 1,603 $2.12M 0.17% +38 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,067 shares; 2023Q2: 3,413 shares; 2023Q3: 3,399 shares; 2023Q4: 3,310 shares; 2024Q1: 3,327 shares 3,327 $2.02M 0.16% +17 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 14,399 shares; 2023Q3: 14,399 shares; 2023Q4: 14,399 shares; 2024Q1: 16,616 shares 16,616 $1.92M 0.16% +2,217 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,146 shares; 2023Q2: 1,130 shares; 2023Q3: 946 shares; 2023Q4: 7,235 shares; 2024Q1: 7,173 shares 7,173 $1.79M 0.15% -62 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,515 shares; 2023Q2: 2,995 shares; 2023Q3: 3,025 shares; 2023Q4: 3,117 shares; 2024Q1: 4,016 shares 4,016 $1.69M 0.14% +899 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,174 shares; 2024Q1: 11,891 shares 11,891 $1.54M 0.12% +7,717 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,649 shares; 2023Q2: 2,693 shares; 2023Q3: 2,567 shares; 2023Q4: 2,574 shares; 2024Q1: 2,578 shares 2,578 $1.5M 0.12% +4 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 4,200 shares; 2023Q4: 18,251 shares; 2024Q1: 16,891 shares 16,891 $1.49M 0.12% -1,360 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,962 shares; 2023Q2: 11,347 shares; 2023Q3: 7,845 shares; 2023Q4: 6,763 shares; 2024Q1: 7,307 shares 7,307 $1.46M 0.12% +544 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 7,030 shares; 2023Q2: 23,335 shares; 2023Q3: 23,335 shares; 2023Q4: 23,335 shares; 2024Q1: 23,390 shares 23,390 $1.45M 0.12% +55 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,255 shares; 2023Q2: 3,604 shares; 2023Q3: 3,488 shares; 2023Q4: 3,481 shares; 2024Q1: 3,546 shares 3,546 $1.42M 0.11% +65 Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 119,595 shares; 2023Q2: 119,595 shares; 2023Q3: 119,595 shares; 2023Q4: 119,595 shares; 2024Q1: 119,595 shares 119,595 $1.41M 0.11% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,040 shares; 2023Q2: 7,656 shares; 2023Q3: 9,881 shares; 2023Q4: 9,763 shares; 2024Q1: 10,884 shares 10,884 $1.37M 0.11% +1,121 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9,174 shares; 2023Q2: 9,174 shares; 2023Q3: 9,215 shares; 2023Q4: 9,308 shares; 2024Q1: 7,552 shares 7,552 $1.36M 0.11% -1,756 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,814 shares; 2023Q2: 6,464 shares; 2023Q3: 8,315 shares; 2023Q4: 7,024 shares; 2024Q1: 7,270 shares 7,270 $1.32M 0.11% +246 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 7,432 shares; 2023Q3: 23,105 shares; 2023Q4: 22,670 shares; 2024Q1: 22,861 shares 22,861 $1.32M 0.11% +191 Timeline LIONS GATE ENTMNT CORP LIONS GATE ENTMNT CORP More: the full row for LIONS GATE ENTMNT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 131,050 shares; 2023Q4: 131,050 shares; 2024Q1: 131,050 shares 131,050 $1.3M 0.11% 0 MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 242 shares; 2023Q4: 1,388 shares; 2024Q1: 965 shares 965 $1.28M 0.1% -423 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,401 shares; 2023Q2: 8,059 shares; 2023Q3: 8,506 shares; 2023Q4: 7,506 shares; 2024Q1: 7,770 shares 7,770 $1.26M 0.1% +264 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 115 shares; 2023Q2: 304 shares; 2023Q3: 461 shares; 2023Q4: 423 shares; 2024Q1: 396 shares 396 $1.25M 0.1% -27 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 12,842 shares; 2023Q2: 21,432 shares; 2023Q3: 16,327 shares; 2023Q4: 29,501 shares; 2024Q1: 31,468 shares 31,468 $1.24M 0.1% +1,967 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,539 shares; 2023Q2: 3,786 shares; 2023Q3: 3,559 shares; 2023Q4: 3,586 shares; 2024Q1: 3,578 shares 3,578 $1.24M 0.1% -8 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 1,983 shares; 2023Q3: 2,293 shares; 2023Q4: 2,231 shares; 2024Q1: 5,963 shares 5,963 $1.23M 0.1% +3,732 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,686 shares; 2023Q2: 2,866 shares; 2023Q3: 2,781 shares; 2023Q4: 2,836 shares; 2024Q1: 2,891 shares 2,891 $1.23M 0.1% +55 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,274 shares; 2023Q2: 6,069 shares; 2023Q3: 5,153 shares; 2023Q4: 5,544 shares; 2024Q1: 6,835 shares 6,835 $1.2M 0.1% +1,291 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 3,799 shares; 2023Q3: 3,689 shares; 2023Q4: 3,694 shares; 2024Q1: 13,094 shares 13,094 $1.2M 0.1% +9,400 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,904 shares; 2023Q2: 2,825 shares; 2023Q3: 2,720 shares; 2023Q4: 2,829 shares; 2024Q1: 2,812 shares 2,812 $1.18M 0.1% -17 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,524 shares; 2023Q2: 11,024 shares; 2023Q3: 6,764 shares; 2023Q4: 10,424 shares; 2024Q1: 8,523 shares 8,523 $1.16M 0.09% -1,901 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 397 shares; 2023Q3: 763 shares; 2023Q4: 761 shares; 2024Q1: 761 shares 761 $1.15M 0.09% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,341 shares; 2023Q2: 1,974 shares; 2023Q3: 2,356 shares; 2023Q4: 2,359 shares; 2024Q1: 2,192 shares 2,192 $1.11M 0.09% -167 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,019 shares; 2023Q2: 3,046 shares; 2023Q3: 3,063 shares; 2023Q4: 3,038 shares; 2024Q1: 3,006 shares 3,006 $1.1M 0.09% -32 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,519 shares; 2023Q2: 7,992 shares; 2023Q3: 10,927 shares; 2023Q4: 11,243 shares; 2024Q1: 10,580 shares 10,580 $1.07M 0.09% -663 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9,335 shares; 2023Q2: 15,890 shares; 2023Q3: 15,825 shares; 2023Q4: 15,745 shares; 2024Q1: 15,805 shares 15,805 $1.07M 0.09% +60 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,867 shares; 2023Q2: 9,670 shares; 2023Q3: 9,681 shares; 2023Q4: 8,834 shares; 2024Q1: 5,818 shares 5,818 $1.05M 0.09% -3,016 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 15,691 shares; 2023Q2: 26,937 shares; 2023Q3: 25,457 shares; 2023Q4: 25,535 shares; 2024Q1: 23,871 shares 23,871 $1.03M 0.08% -1,664 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 7,674 shares; 2023Q2: 9,690 shares; 2023Q3: 8,492 shares; 2023Q4: 8,597 shares; 2024Q1: 8,951 shares 8,951 $1.02M 0.08% +354 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 870 shares; 2023Q3: 870 shares; 2023Q4: 870 shares; 2024Q1: 885 shares 885 $999K 0.08% +15 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 7,366 shares 7,366 $968K 0.08% new Timeline VIOO 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,707 shares; 2023Q2: 5,147 shares; 2023Q3: 5,147 shares; 2023Q4: 9,483 shares; 2024Q1: 9,483 shares 9,483 $963K 0.08% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 12,663 shares; 2023Q2: 19,011 shares; 2023Q3: 18,419 shares; 2023Q4: 18,225 shares; 2024Q1: 21,609 shares 21,609 $954K 0.08% +3,384 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 41,574 shares; 2023Q2: 81,557 shares; 2023Q3: 61,137 shares; 2023Q4: 55,137 shares; 2024Q1: 37,790 shares 37,790 $951K 0.08% -17,347 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 16,421 shares; 2024Q1: 40,080 shares 40,080 $941K 0.08% +23,659 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 129 shares; 2023Q2: 261 shares; 2023Q3: 260 shares; 2023Q4: 254 shares; 2024Q1: 257 shares 257 $932K 0.08% +3 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,290 shares; 2023Q2: 2,241 shares; 2023Q3: 2,195 shares; 2023Q4: 2,167 shares; 2024Q1: 2,186 shares 2,186 $913K 0.07% +19 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,487 shares; 2023Q2: 4,418 shares; 2023Q3: 4,370 shares; 2023Q4: 4,329 shares; 2024Q1: 4,421 shares 4,421 $912K 0.07% +92 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 535 shares; 2023Q2: 1,162 shares; 2023Q3: 1,125 shares; 2023Q4: 1,158 shares; 2024Q1: 1,170 shares 1,170 $892K 0.07% +12 Timeline LAM RESEARCH CORP LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 532 shares; 2023Q2: 889 shares; 2023Q3: 882 shares; 2023Q4: 891 shares; 2024Q1: 887 shares 887 $864K 0.07% -4 LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,809 shares; 2023Q2: 1,892 shares; 2023Q3: 1,835 shares; 2023Q4: 1,835 shares; 2024Q1: 1,849 shares 1,849 $841K 0.07% +14 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9,902 shares; 2023Q2: 16,716 shares; 2023Q3: 17,874 shares; 2023Q4: 16,267 shares; 2024Q1: 16,688 shares 16,688 $833K 0.07% +421 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,783 shares; 2023Q2: 5,083 shares; 2023Q3: 5,248 shares; 2023Q4: 4,687 shares; 2024Q1: 4,618 shares 4,618 $818K 0.07% -69 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 780 shares; 2023Q2: 1,228 shares; 2023Q3: 1,183 shares; 2023Q4: 1,203 shares; 2024Q1: 1,250 shares 1,250 $812K 0.07% +47 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,233 shares; 2023Q2: 3,206 shares; 2023Q3: 3,207 shares; 2023Q4: 3,204 shares; 2024Q1: 3,263 shares 3,263 $802K 0.07% +59 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 45,275 shares; 2023Q2: 45,275 shares; 2023Q3: 45,275 shares; 2023Q4: 45,275 shares; 2024Q1: 45,275 shares 45,275 $795K 0.06% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,388 shares; 2023Q2: 4,323 shares; 2023Q3: 4,539 shares; 2023Q4: 4,321 shares; 2024Q1: 4,098 shares 4,098 $783K 0.06% -223 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,800 shares; 2023Q2: 4,574 shares; 2023Q3: 5,221 shares; 2023Q4: 4,451 shares; 2024Q1: 4,536 shares 4,536 $768K 0.06% +85 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,004 shares; 2023Q2: 4,723 shares; 2023Q3: 4,761 shares; 2023Q4: 4,715 shares; 2024Q1: 4,702 shares 4,702 $767K 0.06% -13 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,811 shares; 2023Q2: 3,303 shares; 2023Q3: 3,099 shares; 2023Q4: 3,238 shares; 2024Q1: 3,309 shares 3,309 $753K 0.06% +71 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,640 shares; 2023Q2: 2,390 shares; 2023Q3: 2,609 shares; 2023Q4: 2,595 shares; 2024Q1: 2,640 shares 2,640 $751K 0.06% +45 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,134 shares; 2023Q2: 2,373 shares; 2023Q3: 1,499 shares; 2023Q4: 1,501 shares; 2024Q1: 1,615 shares 1,615 $750K 0.06% +114 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,442 shares; 2023Q2: 1,760 shares; 2023Q3: 3,230 shares; 2023Q4: 2,491 shares; 2024Q1: 2,616 shares 2,616 $738K 0.06% +125 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,591 shares; 2023Q2: 3,313 shares; 2023Q3: 3,315 shares; 2023Q4: 3,302 shares; 2024Q1: 3,080 shares 3,080 $734K 0.06% -222 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,553 shares; 2023Q2: 6,421 shares; 2023Q3: 6,123 shares; 2023Q4: 6,041 shares; 2024Q1: 6,171 shares 6,171 $717K 0.06% +130 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 672 shares; 2023Q2: 769 shares; 2023Q3: 1,964 shares; 2023Q4: 1,944 shares; 2024Q1: 1,822 shares 1,822 $716K 0.06% -122 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,563 shares; 2023Q2: 4,676 shares; 2023Q3: 4,327 shares; 2023Q4: 4,223 shares; 2024Q1: 4,358 shares 4,358 $704K 0.06% +135 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 8,920 shares; 2023Q3: 12,129 shares; 2023Q4: 11,932 shares; 2024Q1: 12,069 shares 12,069 $702K 0.06% +137 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,051 shares; 2023Q2: 1,834 shares; 2023Q3: 1,984 shares; 2023Q4: 1,947 shares; 2024Q1: 1,923 shares 1,923 $698K 0.06% -24 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 17,919 shares; 2023Q2: 31,294 shares; 2023Q3: 34,809 shares; 2023Q4: 30,347 shares; 2024Q1: 24,514 shares 24,514 $680K 0.06% -5,833 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 6,586 shares; 2023Q4: 6,688 shares; 2024Q1: 7,100 shares 7,100 $674K 0.05% +412 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,277 shares 4,277 $659K 0.05% new Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 12,938 shares; 2023Q3: 12,938 shares; 2023Q4: 12,938 shares; 2024Q1: 12,938 shares 12,938 $648K 0.05% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,371 shares; 2023Q2: 4,367 shares; 2023Q3: 4,330 shares; 2023Q4: 4,324 shares; 2024Q1: 4,359 shares 4,359 $648K 0.05% +35 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 2,347 shares; 2023Q3: 3,557 shares; 2023Q4: 3,557 shares; 2024Q1: 3,258 shares 3,258 $644K 0.05% -299 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 21,326 shares; 2023Q2: 29,385 shares; 2023Q3: 29,943 shares; 2023Q4: 18,417 shares; 2024Q1: 18,417 shares 18,417 $642K 0.05% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,444 shares; 2023Q2: 5,845 shares; 2023Q3: 5,108 shares; 2023Q4: 4,769 shares; 2024Q1: 5,178 shares 5,178 $634K 0.05% +409 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 3,668 shares; 2023Q3: 3,667 shares; 2023Q4: 3,667 shares; 2024Q1: 3,701 shares 3,701 $632K 0.05% +34 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 15,813 shares; 2023Q2: 18,530 shares; 2023Q3: 16,758 shares; 2023Q4: 16,875 shares; 2024Q1: 16,506 shares 16,506 $626K 0.05% -369 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,726 shares; 2023Q2: 7,677 shares; 2023Q3: 7,772 shares; 2023Q4: 7,821 shares; 2024Q1: 7,672 shares 7,672 $623K 0.05% -149 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 3,873 shares; 2023Q3: 4,155 shares; 2023Q4: 3,898 shares; 2024Q1: 3,952 shares 3,952 $618K 0.05% +54 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 15,000 shares; 2023Q2: 25,731 shares; 2023Q3: 23,374 shares; 2023Q4: 23,374 shares; 2024Q1: 23,385 shares 23,385 $618K 0.05% +11 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,476 shares; 2023Q2: 4,812 shares; 2023Q3: 7,185 shares; 2023Q4: 5,177 shares; 2024Q1: 5,205 shares 5,205 $590K 0.05% +28 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,770 shares; 2023Q2: 7,963 shares; 2023Q3: 7,757 shares; 2023Q4: 7,334 shares; 2024Q1: 7,532 shares 7,532 $589K 0.05% +198 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,489 shares; 2023Q2: 986 shares; 2023Q3: 2,255 shares; 2023Q4: 2,257 shares; 2024Q1: 2,298 shares 2,298 $585K 0.05% +41 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,187 shares; 2023Q2: 3,196 shares; 2023Q3: 3,199 shares; 2023Q4: 3,195 shares; 2024Q1: 3,309 shares 3,309 $576K 0.05% +114 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 461 shares; 2023Q3: 461 shares; 2023Q4: 461 shares; 2024Q1: 466 shares 466 $574K 0.05% +5 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,176 shares; 2023Q2: 7,736 shares; 2023Q3: 6,892 shares; 2023Q4: 6,600 shares; 2024Q1: 6,666 shares 6,666 $572K 0.05% +66 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 21,782 shares; 2023Q3: 19,961 shares; 2023Q4: 18,625 shares; 2024Q1: 18,707 shares 18,707 $570K 0.05% +82 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 4,018 shares; 2023Q3: 4,671 shares; 2023Q4: 4,693 shares; 2024Q1: 4,783 shares 4,783 $564K 0.05% +90 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 13,534 shares; 2023Q2: 21,185 shares; 2023Q3: 13,205 shares; 2023Q4: 12,936 shares; 2024Q1: 13,246 shares 13,246 $556K 0.05% +310 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,835 shares; 2023Q2: 3,378 shares; 2023Q3: 3,341 shares; 2023Q4: 3,363 shares; 2024Q1: 3,442 shares 3,442 $550K 0.04% +79 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,533 shares; 2023Q2: 4,555 shares; 2023Q3: 1,619 shares; 2023Q4: 1,687 shares; 2024Q1: 1,821 shares 1,821 $549K 0.04% +134 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 1,256 shares; 2023Q3: 2,280 shares; 2023Q4: 2,364 shares; 2024Q1: 2,525 shares 2,525 $544K 0.04% +161 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,080 shares; 2023Q2: 1,904 shares; 2023Q3: 1,904 shares; 2023Q4: 1,786 shares; 2024Q1: 8,930 shares 8,930 $542K 0.04% +7,144 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 11,205 shares; 2023Q3: 8,628 shares; 2023Q4: 8,029 shares; 2024Q1: 7,644 shares 7,644 $538K 0.04% -385 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 11,234 shares; 2023Q3: 11,232 shares; 2023Q4: 11,227 shares; 2024Q1: 11,413 shares 11,413 $537K 0.04% +186 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,838 shares; 2023Q2: 8,198 shares; 2023Q3: 7,858 shares; 2023Q4: 7,858 shares; 2024Q1: 8,640 shares 8,640 $533K 0.04% +782 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 1,946 shares; 2023Q3: 1,860 shares; 2023Q4: 1,864 shares; 2024Q1: 1,834 shares 1,834 $532K 0.04% -30 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 8,117 shares; 2023Q2: 11,044 shares; 2023Q3: 9,675 shares; 2023Q4: 8,762 shares; 2024Q1: 9,676 shares 9,676 $525K 0.04% +914 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 8,395 shares; 2023Q2: 10,494 shares; 2023Q3: 11,228 shares; 2023Q4: 11,448 shares; 2024Q1: 12,362 shares 12,362 $516K 0.04% +914 Timeline GMAB GENMAB A/S More: the full row for GENMAB A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 14,580 shares; 2023Q2: 27,350 shares; 2023Q3: 27,300 shares; 2023Q4: 27,300 shares; 2024Q1: 17,140 shares 17,140 $513K 0.04% -10,160 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,980 shares; 2023Q2: 5,108 shares; 2023Q3: 5,255 shares; 2023Q4: 7,245 shares; 2024Q1: 7,402 shares 7,402 $507K 0.04% +157 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 3,074 shares; 2023Q3: 3,074 shares; 2023Q4: 3,074 shares; 2024Q1: 3,079 shares 3,079 $506K 0.04% +5 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 1,501 shares; 2023Q3: 1,501 shares; 2023Q4: 1,501 shares; 2024Q1: 1,501 shares 1,501 $506K 0.04% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 2,252 shares; 2023Q3: 2,237 shares; 2023Q4: 2,237 shares; 2024Q1: 1,596 shares 1,596 $499K 0.04% -641 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 2,713 shares; 2023Q3: 2,706 shares; 2023Q4: 2,706 shares; 2024Q1: 2,463 shares 2,463 $496K 0.04% -243 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,243 shares; 2023Q2: 3,891 shares; 2023Q3: 4,188 shares; 2023Q4: 4,003 shares; 2024Q1: 3,987 shares 3,987 $494K 0.04% -16 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,058 shares; 2023Q2: 5,392 shares; 2023Q3: 5,392 shares; 2023Q4: 5,397 shares; 2024Q1: 4,872 shares 4,872 $491K 0.04% -525 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 5,302 shares; 2023Q4: 6,882 shares; 2024Q1: 6,783 shares 6,783 $491K 0.04% -99 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 2,946 shares; 2023Q3: 2,902 shares; 2023Q4: 2,898 shares; 2024Q1: 2,981 shares 2,981 $487K 0.04% +83 Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 644 shares; 2023Q3: 628 shares; 2023Q4: 545 shares; 2024Q1: 584 shares 584 $487K 0.04% +39 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,135 shares; 2023Q2: 2,362 shares; 2023Q3: 2,438 shares; 2023Q4: 2,237 shares; 2024Q1: 1,933 shares 1,933 $485K 0.04% -304 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,032 shares; 2023Q2: 6,374 shares; 2023Q3: 6,138 shares; 2023Q4: 5,987 shares; 2024Q1: 6,062 shares 6,062 $484K 0.04% +75 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,043 shares; 2023Q2: 1,681 shares; 2023Q3: 1,619 shares; 2023Q4: 1,586 shares; 2024Q1: 7,983 shares 7,983 $482K 0.04% +6,397 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 8,099 shares; 2024Q1: 8,601 shares 8,601 $481K 0.04% +502 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,266 shares; 2023Q2: 2,194 shares; 2023Q3: 2,194 shares; 2023Q4: 2,194 shares; 2024Q1: 2,342 shares 2,342 $481K 0.04% +148 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 1,630 shares; 2023Q3: 1,630 shares; 2023Q4: 1,630 shares; 2024Q1: 1,647 shares 1,647 $479K 0.04% +17 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,528 shares; 2023Q2: 3,163 shares; 2023Q3: 4,386 shares; 2023Q4: 4,728 shares; 2024Q1: 5,078 shares 5,078 $479K 0.04% +350 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,217 shares; 2023Q2: 1,772 shares; 2023Q3: 1,784 shares; 2023Q4: 1,751 shares; 2024Q1: 1,827 shares 1,827 $475K 0.04% +76 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 8,612 shares; 2023Q3: 9,378 shares; 2023Q4: 6,126 shares; 2024Q1: 6,036 shares 6,036 $473K 0.04% -90 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,289 shares; 2023Q2: 4,807 shares; 2023Q3: 4,798 shares; 2023Q4: 3,383 shares; 2024Q1: 3,598 shares 3,598 $469K 0.04% +215 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 27,953 shares; 2023Q3: 26,802 shares; 2023Q4: 26,349 shares; 2024Q1: 26,211 shares 26,211 $468K 0.04% -138 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,724 shares; 2023Q2: 2,412 shares; 2023Q3: 2,308 shares; 2023Q4: 2,225 shares; 2024Q1: 2,267 shares 2,267 $467K 0.04% +42 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 1,551 shares; 2023Q3: 1,551 shares; 2023Q4: 1,551 shares; 2024Q1: 1,561 shares 1,561 $460K 0.04% +10 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,024 shares; 2023Q2: 1,808 shares; 2023Q3: 1,618 shares; 2023Q4: 1,587 shares; 2024Q1: 2,682 shares 2,682 $454K 0.04% +1,095 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,522 shares; 2023Q2: not reported; 2023Q3: 4,666 shares; 2023Q4: 4,405 shares; 2024Q1: 4,568 shares 4,568 $453K 0.04% +163 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 601 shares; 2023Q2: 873 shares; 2023Q3: 690 shares; 2023Q4: 662 shares; 2024Q1: 658 shares 658 $452K 0.04% -4 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 482 shares; 2023Q2: not reported; 2023Q3: 790 shares; 2023Q4: 792 shares; 2024Q1: 797 shares 797 $447K 0.04% +5 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,316 shares; 2023Q2: 1,642 shares; 2023Q3: 867 shares; 2023Q4: 766 shares; 2024Q1: 1,083 shares 1,083 $446K 0.04% +317 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,182 shares; 2023Q2: 2,113 shares; 2023Q3: 2,163 shares; 2023Q4: 3,043 shares; 2024Q1: 2,786 shares 2,786 $439K 0.04% -257 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 506 shares; 2023Q2: 846 shares; 2023Q3: 845 shares; 2023Q4: 833 shares; 2024Q1: 624 shares 624 $436K 0.04% -209 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,067 shares; 2023Q2: 3,397 shares; 2023Q3: 2,212 shares; 2023Q4: 1,747 shares; 2024Q1: 1,719 shares 1,719 $430K 0.03% -28 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 903 shares; 2023Q2: 1,258 shares; 2023Q3: 1,315 shares; 2023Q4: 1,288 shares; 2024Q1: 1,286 shares 1,286 $429K 0.03% -2 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 19,742 shares; 2023Q2: 26,093 shares; 2023Q3: 27,269 shares; 2023Q4: 18,518 shares; 2024Q1: 24,304 shares 24,304 $428K 0.03% +5,786 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 3,658 shares; 2023Q3: 7,864 shares; 2023Q4: 7,460 shares; 2024Q1: 7,210 shares 7,210 $418K 0.03% -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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,173 shares; 2023Q2: 1,924 shares; 2023Q3: 2,712 shares; 2023Q4: 1,764 shares; 2024Q1: 1,777 shares 1,777 $409K 0.03% +13 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,750 shares; 2023Q2: 2,999 shares; 2023Q3: 2,999 shares; 2023Q4: 2,079 shares; 2024Q1: 2,082 shares 2,082 $406K 0.03% +3 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 1,595 shares; 2023Q3: 1,403 shares; 2023Q4: 1,565 shares; 2024Q1: 1,530 shares 1,530 $400K 0.03% -35 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 941 shares; 2023Q2: 1,050 shares; 2023Q3: 733 shares; 2023Q4: 756 shares; 2024Q1: 770 shares 770 $399K 0.03% +14 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,861 shares; 2023Q2: 6,001 shares; 2023Q3: 5,974 shares; 2023Q4: 5,908 shares; 2024Q1: 6,978 shares 6,978 $399K 0.03% +1,070 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 866 shares; 2023Q2: 899 shares; 2023Q3: 1,475 shares; 2023Q4: 1,126 shares; 2024Q1: 1,111 shares 1,111 $398K 0.03% -15 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 4,173 shares; 2023Q3: 4,170 shares; 2023Q4: 4,170 shares; 2024Q1: 4,953 shares 4,953 $397K 0.03% +783 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 2,086 shares; 2023Q3: 1,740 shares; 2023Q4: 1,941 shares; 2024Q1: 2,001 shares 2,001 $395K 0.03% +60 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 4,772 shares; 2023Q4: 4,805 shares; 2024Q1: 5,004 shares 5,004 $389K 0.03% +199 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,285 shares; 2023Q2: 2,866 shares; 2023Q3: 1,617 shares; 2023Q4: 1,578 shares; 2024Q1: 1,476 shares 1,476 $383K 0.03% -102 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 842 shares; 2023Q3: 1,753 shares; 2023Q4: 1,745 shares; 2024Q1: 1,547 shares 1,547 $383K 0.03% -198 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,820 shares; 2023Q2: 754 shares; 2023Q3: 758 shares; 2023Q4: 721 shares; 2024Q1: 4,420 shares 4,420 $381K 0.03% +3,699 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 2,521 shares; 2023Q3: 2,501 shares; 2023Q4: 2,760 shares; 2024Q1: 2,700 shares 2,700 $374K 0.03% -60 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 5,021 shares; 2023Q3: 6,580 shares; 2023Q4: 14,343 shares; 2024Q1: 9,952 shares 9,952 $374K 0.03% -4,391 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 1,600 shares; 2023Q3: 1,505 shares; 2023Q4: 1,486 shares; 2024Q1: 1,471 shares 1,471 $372K 0.03% -15 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 359 shares; 2023Q2: 628 shares; 2023Q3: 484 shares; 2023Q4: 355 shares; 2024Q1: 363 shares 363 $369K 0.03% +8 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,961 shares; 2023Q2: 3,948 shares; 2023Q3: 3,673 shares; 2023Q4: 3,634 shares; 2024Q1: 3,776 shares 3,776 $368K 0.03% +142 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 1,560 shares; 2023Q3: 1,643 shares; 2023Q4: 1,620 shares; 2024Q1: 837 shares 837 $367K 0.03% -783 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,215 shares; 2023Q2: 2,504 shares; 2023Q3: 2,558 shares; 2023Q4: 2,443 shares; 2024Q1: 2,650 shares 2,650 $364K 0.03% +207 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 6,642 shares; 2023Q3: 7,070 shares; 2023Q4: 6,621 shares; 2024Q1: 6,828 shares 6,828 $360K 0.03% +207 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,537 shares; 2024Q1: 3,541 shares 3,541 $360K 0.03% +4 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 8,216 shares; 2023Q3: 8,878 shares; 2023Q4: 8,975 shares; 2024Q1: 12,102 shares 12,102 $359K 0.03% +3,127 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 8,669 shares; 2023Q2: 9,702 shares; 2023Q3: 10,986 shares; 2023Q4: 10,837 shares; 2024Q1: 11,086 shares 11,086 $357K 0.03% +249 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,696 shares; 2023Q2: 4,794 shares; 2023Q3: 4,369 shares; 2023Q4: 4,220 shares; 2024Q1: 3,735 shares 3,735 $355K 0.03% -485 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 2,692 shares; 2023Q3: 2,811 shares; 2023Q4: 2,715 shares; 2024Q1: 2,930 shares 2,930 $344K 0.03% +215 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,152 shares; 2023Q2: 3,029 shares; 2023Q3: 2,976 shares; 2023Q4: 2,913 shares; 2024Q1: 2,788 shares 2,788 $342K 0.03% -125 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 4,558 shares; 2023Q4: 4,593 shares; 2024Q1: 4,646 shares 4,646 $339K 0.03% +53 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,754 shares; 2023Q2: 9,181 shares; 2023Q3: 9,629 shares; 2023Q4: 9,780 shares; 2024Q1: 9,919 shares 9,919 $327K 0.03% +139 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,132 shares; 2023Q2: 968 shares; 2023Q3: 996 shares; 2023Q4: 953 shares; 2024Q1: 956 shares 956 $319K 0.03% +3 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,198 shares; 2024Q1: 4,288 shares 4,288 $318K 0.03% +90 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,543 shares; 2023Q2: 5,258 shares; 2023Q3: 4,204 shares; 2023Q4: 4,220 shares; 2024Q1: 4,226 shares 4,226 $313K 0.03% +6 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 13,314 shares; 2023Q4: 13,314 shares; 2024Q1: 13,314 shares 13,314 $312K 0.03% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,068 shares; 2023Q2: 2,437 shares; 2023Q3: 2,928 shares; 2023Q4: 2,931 shares; 2024Q1: 2,430 shares 2,430 $309K 0.03% -501 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,065 shares 2,065 $307K 0.02% new Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,485 shares; 2023Q2: 5,647 shares; 2023Q3: 2,891 shares; 2023Q4: 3,234 shares; 2024Q1: 3,193 shares 3,193 $305K 0.02% -41 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,392 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,660 shares; 2024Q1: 1,720 shares 1,720 $302K 0.02% +60 Timeline TE CONNECTIVITY LTD TE CONNECTIVITY LTD More: the full row for TE CONNECTIVITY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 2,837 shares; 2023Q3: 2,698 shares; 2023Q4: 2,326 shares; 2024Q1: 2,072 shares 2,072 $301K 0.02% -254 EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,206 shares; 2024Q1: 4,206 shares 4,206 $300K 0.02% 0 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 2,468 shares; 2023Q3: 2,545 shares; 2023Q4: 2,402 shares; 2024Q1: 2,437 shares 2,437 $296K 0.02% +35 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 840 shares; 2023Q2: 729 shares; 2023Q3: 665 shares; 2023Q4: 625 shares; 2024Q1: 620 shares 620 $296K 0.02% -5 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 3,841 shares; 2023Q3: 2,508 shares; 2023Q4: 2,508 shares; 2024Q1: 2,548 shares 2,548 $294K 0.02% +40 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,781 shares 3,781 $291K 0.02% new Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 991 shares; 2023Q4: 938 shares; 2024Q1: 1,065 shares 1,065 $289K 0.02% +127 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 1,129 shares; 2023Q3: 1,128 shares; 2023Q4: 1,127 shares; 2024Q1: 1,149 shares 1,149 $280K 0.02% +22 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 2,002 shares; 2023Q3: 2,002 shares; 2023Q4: 2,004 shares; 2024Q1: 2,019 shares 2,019 $280K 0.02% +15 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 7,967 shares 7,967 $278K 0.02% new Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,014 shares 1,014 $277K 0.02% new Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 323 shares; 2023Q3: 327 shares; 2023Q4: 328 shares; 2024Q1: 333 shares 333 $275K 0.02% +5 Timeline EWT ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,595 shares; 2024Q1: 5,595 shares 5,595 $272K 0.02% 0 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 7,910 shares; 2023Q3: 7,910 shares; 2023Q4: 7,911 shares; 2024Q1: 7,862 shares 7,862 $270K 0.02% -49 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 3,148 shares; 2023Q3: not reported; 2023Q4: 2,576 shares; 2024Q1: 2,574 shares 2,574 $266K 0.02% -2 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 2,838 shares; 2023Q4: 2,692 shares; 2024Q1: 2,739 shares 2,739 $266K 0.02% +47 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 2,303 shares; 2023Q3: 2,303 shares; 2023Q4: 2,185 shares; 2024Q1: 2,176 shares 2,176 $266K 0.02% -9 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,150 shares 5,150 $266K 0.02% new Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,826 shares; 2023Q2: 2,958 shares; 2023Q3: 2,911 shares; 2023Q4: 3,065 shares; 2024Q1: 2,932 shares 2,932 $263K 0.02% -133 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 3,556 shares; 2023Q4: 3,556 shares; 2024Q1: 3,620 shares 3,620 $260K 0.02% +64 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 7,618 shares; 2023Q3: 7,309 shares; 2023Q4: 6,620 shares; 2024Q1: 6,634 shares 6,634 $259K 0.02% +14 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 3,505 shares; 2023Q4: 3,182 shares; 2024Q1: 3,198 shares 3,198 $259K 0.02% +16 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,718 shares; 2023Q2: 3,956 shares; 2023Q3: 3,746 shares; 2023Q4: 3,394 shares; 2024Q1: 4,020 shares 4,020 $257K 0.02% +626 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 1,904 shares; 2023Q3: not reported; 2023Q4: 1,832 shares; 2024Q1: 1,860 shares 1,860 $256K 0.02% +28 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 7,588 shares; 2023Q3: 7,580 shares; 2023Q4: 7,592 shares; 2024Q1: 7,626 shares 7,626 $255K 0.02% +34 Timeline ALKS ALKERMES PLC More: the full row for ALKERMES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9,700 shares; 2023Q2: 17,690 shares; 2023Q3: 17,690 shares; 2023Q4: 17,691 shares; 2024Q1: 9,375 shares 9,375 $254K 0.02% -8,316 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,804 shares; 2023Q4: 1,801 shares; 2024Q1: 1,888 shares 1,888 $253K 0.02% +87 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 7,587 shares 7,587 $252K 0.02% new Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 3,889 shares; 2023Q3: 3,875 shares; 2023Q4: 4,009 shares; 2024Q1: 1,519 shares 1,519 $250K 0.02% -2,490 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,634 shares; 2024Q1: 2,664 shares 2,664 $250K 0.02% +30 Timeline MLCO MELCO RESORTS AND ENTMNT LTD More: the full row for MELCO RESORTS AND ENTMNT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 35,560 shares; 2023Q2: 52,670 shares; 2023Q3: 49,150 shares; 2023Q4: 49,150 shares; 2024Q1: 34,520 shares 34,520 $249K 0.02% -14,630 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,593 shares 3,593 $245K 0.02% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 12,993 shares; 2023Q3: 10,036 shares; 2023Q4: 5,131 shares; 2024Q1: 5,389 shares 5,389 $244K 0.02% +258 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,597 shares; 2024Q1: 2,593 shares 2,593 $242K 0.02% -4 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 261 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 236 shares; 2024Q1: 251 shares 251 $242K 0.02% +15 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 104 shares; 2023Q3: 123 shares; 2023Q4: 125 shares; 2024Q1: 83 shares 83 $241K 0.02% -42 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 3,689 shares; 2023Q3: 4,051 shares; 2023Q4: 3,751 shares; 2024Q1: 3,016 shares 3,016 $238K 0.02% -735 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,537 shares; 2023Q2: 2,706 shares; 2023Q3: 2,465 shares; 2023Q4: 2,464 shares; 2024Q1: 2,558 shares 2,558 $238K 0.02% +94 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 2,316 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,055 shares 3,055 $235K 0.02% new Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 715 shares; 2023Q2: 829 shares; 2023Q3: 774 shares; 2023Q4: 760 shares; 2024Q1: 802 shares 802 $234K 0.02% +42 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 902 shares; 2024Q1: 912 shares 912 $233K 0.02% +10 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,074 shares 2,074 $232K 0.02% new Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 1,635 shares; 2023Q3: not reported; 2023Q4: 1,738 shares; 2024Q1: 1,692 shares 1,692 $225K 0.02% -46 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,545 shares 1,545 $225K 0.02% new Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 1,034 shares; 2023Q3: 1,015 shares; 2023Q4: 1,013 shares; 2024Q1: 620 shares 620 $221K 0.02% -393 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 2,862 shares; 2023Q4: not reported; 2024Q1: 2,548 shares 2,548 $219K 0.02% new Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 384 shares; 2024Q1: 390 shares 390 $219K 0.02% +6 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 4,955 shares; 2023Q4: 5,056 shares; 2024Q1: 5,185 shares 5,185 $218K 0.02% +129 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 6,886 shares; 2023Q3: 6,836 shares; 2023Q4: 6,566 shares; 2024Q1: 3,188 shares 3,188 $218K 0.02% -3,378 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 3,248 shares; 2023Q3: 2,958 shares; 2023Q4: not reported; 2024Q1: 2,516 shares 2,516 $217K 0.02% new Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 479 shares; 2024Q1: 471 shares 471 $214K 0.02% -8 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,824 shares; 2024Q1: 1,700 shares 1,700 $214K 0.02% -124 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 3,052 shares; 2023Q3: 3,058 shares; 2023Q4: 3,064 shares; 2024Q1: 2,353 shares 2,353 $214K 0.02% -711 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,159 shares; 2024Q1: 2,193 shares 2,193 $212K 0.02% +34 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,763 shares; 2023Q2: 1,854 shares; 2023Q3: not reported; 2023Q4: 1,818 shares; 2024Q1: 1,457 shares 1,457 $212K 0.02% -361 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 12,500 shares; 2023Q2: not reported; 2023Q3: 11,813 shares; 2023Q4: 10,536 shares; 2024Q1: 9,873 shares 9,873 $210K 0.02% -663 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 7,382 shares; 2023Q3: not reported; 2023Q4: 7,377 shares; 2024Q1: 7,374 shares 7,374 $210K 0.02% -3 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,115 shares 3,115 $210K 0.02% new Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,319 shares 1,319 $210K 0.02% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 4,655 shares; 2023Q3: 4,317 shares; 2023Q4: 3,483 shares; 2024Q1: 3,527 shares 3,527 $209K 0.02% +44 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,015 shares; 2023Q2: 2,428 shares; 2023Q3: 2,229 shares; 2023Q4: 2,092 shares; 2024Q1: 1,612 shares 1,612 $208K 0.02% -480 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,821 shares 4,821 $208K 0.02% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,256 shares 1,256 $207K 0.02% new Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 1,444 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,163 shares 1,163 $206K 0.02% new Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,871 shares; 2023Q2: 2,884 shares; 2023Q3: not reported; 2023Q4: 1,384 shares; 2024Q1: 1,407 shares 1,407 $204K 0.02% +23 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 701 shares 701 $202K 0.02% new Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 571 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 351 shares 351 $201K 0.02% new Timeline