VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 659,981 shares; 2023Q2: 687,597 shares; 2023Q3: 780,012 shares; 2023Q4: 833,962 shares; 2024Q1: 921,866 shares; 2024Q2: 1,012,577 shares; 2024Q3: 1,067,691 shares 1,067,691 $565M 39.07% +55,114 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,530,322 shares; 2023Q2: 1,685,267 shares; 2023Q3: 2,461,453 shares; 2023Q4: 3,361,722 shares; 2024Q1: 4,039,529 shares; 2024Q2: 4,754,786 shares; 2024Q3: 5,024,860 shares 5,024,860 $211M 14.6% +270,074 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 291,269 shares; 2023Q2: 281,472 shares; 2023Q3: 278,573 shares; 2023Q4: 279,514 shares; 2024Q1: 276,792 shares; 2024Q2: 271,974 shares; 2024Q3: 267,408 shares 267,408 $154M 10.64% -4,566 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 453,588 shares; 2023Q2: 453,673 shares; 2023Q3: 447,424 shares; 2023Q4: 395,102 shares; 2024Q1: 346,163 shares; 2024Q2: 380,182 shares; 2024Q3: 388,498 shares 388,498 $73.7M 5.1% +8,316 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 205,491 shares; 2023Q2: 205,494 shares; 2023Q3: 204,424 shares; 2023Q4: 226,664 shares; 2024Q1: 216,995 shares; 2024Q2: 215,307 shares; 2024Q3: 215,754 shares 215,754 $47.7M 3.29% +447 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 234,164 shares; 2023Q4: 240,726 shares; 2024Q1: 257,575 shares; 2024Q2: 297,481 shares; 2024Q3: 318,324 shares 318,324 $32.2M 2.23% +20,843 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,410 shares; 2023Q2: 2,779 shares; 2023Q3: 13,893 shares; 2023Q4: 13,893 shares; 2024Q1: 504,974 shares; 2024Q2: 507,208 shares; 2024Q3: 509,479 shares 509,479 $20.7M 1.43% +2,271 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 22,107 shares; 2023Q2: 37,344 shares; 2023Q3: 33,794 shares; 2023Q4: 41,250 shares; 2024Q1: 44,763 shares; 2024Q2: 44,993 shares; 2024Q3: 46,455 shares 46,455 $20M 1.38% +1,462 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 110,689 shares; 2024Q2: 111,134 shares; 2024Q3: 111,564 shares 111,564 $20M 1.38% +430 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 33,866 shares; 2023Q2: 34,333 shares; 2023Q3: 36,732 shares; 2023Q4: 58,850 shares; 2024Q1: 58,924 shares; 2024Q2: 59,008 shares; 2024Q3: 59,120 shares 59,120 $16.8M 1.16% +112 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 47,265 shares; 2023Q2: 52,061 shares; 2023Q3: 48,875 shares; 2023Q4: 48,697 shares; 2024Q1: 67,770 shares; 2024Q2: 63,299 shares; 2024Q3: 66,022 shares 66,022 $15.4M 1.06% +2,723 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 51,136 shares; 2023Q2: 51,136 shares; 2023Q3: 51,136 shares; 2023Q4: 51,136 shares; 2024Q1: 51,136 shares; 2024Q2: 51,165 shares; 2024Q3: 52,086 shares 52,086 $13.7M 0.95% +921 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 12,542 shares; 2023Q2: 7,129 shares; 2023Q3: 14,826 shares; 2023Q4: 20,705 shares; 2024Q1: 22,695 shares; 2024Q2: 25,500 shares; 2024Q3: 26,800 shares 26,800 $13.1M 0.91% +1,300 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 65,987 shares; 2023Q2: 50,622 shares; 2023Q3: 40,362 shares; 2023Q4: 40,392 shares; 2024Q1: 40,455 shares; 2024Q2: 38,466 shares; 2024Q3: 38,466 shares 38,466 $10.6M 0.74% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 7,964 shares; 2023Q2: 11,715 shares; 2023Q3: 10,739 shares; 2023Q4: 11,199 shares; 2024Q1: 11,375 shares; 2024Q2: 96,094 shares; 2024Q3: 80,785 shares 80,785 $9.81M 0.68% -15,309 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5,354 shares; 2023Q2: 56,932 shares; 2023Q3: 56,245 shares; 2023Q4: 56,283 shares; 2024Q1: 56,446 shares; 2024Q2: 56,352 shares; 2024Q3: 55,488 shares 55,488 $5.78M 0.4% -864 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 19,742 shares; 2023Q2: 28,917 shares; 2023Q3: 22,691 shares; 2023Q4: 23,312 shares; 2024Q1: 33,759 shares; 2024Q2: 33,863 shares; 2024Q3: 34,370 shares 34,370 $5.7M 0.39% +507 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 16,505 shares; 2023Q2: 24,759 shares; 2023Q3: 24,879 shares; 2023Q4: 24,995 shares; 2024Q1: 29,729 shares; 2024Q2: 27,765 shares; 2024Q3: 28,644 shares 28,644 $5.34M 0.37% +879 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 48,190 shares; 2023Q2: 24,095 shares; 2023Q3: 24,095 shares; 2023Q4: 24,095 shares; 2024Q1: 24,095 shares; 2024Q2: 15,385 shares; 2024Q3: 15,385 shares 15,385 $5.03M 0.35% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 16,802 shares; 2023Q2: 27,380 shares; 2023Q3: 23,055 shares; 2023Q4: 24,871 shares; 2024Q1: 26,277 shares; 2024Q2: 26,088 shares; 2024Q3: 26,960 shares 26,960 $4.51M 0.31% +872 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5,219 shares; 2023Q2: 7,698 shares; 2023Q3: 7,433 shares; 2023Q4: 7,443 shares; 2024Q1: 7,404 shares; 2024Q2: 7,631 shares; 2024Q3: 7,732 shares 7,732 $4.43M 0.31% +101 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; 2022Q4: restricted; 2023Q1: 1,051 shares; 2023Q2: 1,890 shares; 2023Q3: 17,344 shares; 2023Q4: 17,289 shares; 2024Q1: 16,916 shares; 2024Q2: 16,934 shares; 2024Q3: 16,429 shares 16,429 $4.33M 0.3% -505 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 6,486 shares; 2023Q2: 7,140 shares; 2023Q3: 9,259 shares; 2023Q4: 7,326 shares; 2024Q1: 7,331 shares; 2024Q2: 7,336 shares; 2024Q3: 7,338 shares 7,338 $4.23M 0.29% +2 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,165 shares; 2023Q2: 1,180 shares; 2023Q3: 1,153 shares; 2023Q4: 2,753 shares; 2024Q1: 4,351 shares; 2024Q2: 4,517 shares; 2024Q3: 4,544 shares 4,544 $4.03M 0.28% +27 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; 2022Q4: restricted; 2023Q1: 56,257 shares; 2023Q2: 56,257 shares; 2023Q3: 55,257 shares; 2023Q4: 55,257 shares; 2024Q1: 55,257 shares; 2024Q2: 55,257 shares; 2024Q3: 55,257 shares 55,257 $3.96M 0.27% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,274 shares; 2023Q2: 4,701 shares; 2023Q3: 4,462 shares; 2023Q4: 9,431 shares; 2024Q1: 9,777 shares; 2024Q2: 9,760 shares; 2024Q3: 9,722 shares 9,722 $3.94M 0.27% -38 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,551 shares; 2023Q2: 6,226 shares; 2023Q3: 4,552 shares; 2023Q4: 4,589 shares; 2024Q1: 4,992 shares; 2024Q2: 10,183 shares; 2024Q3: 7,957 shares 7,957 $3.93M 0.27% -2,226 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,811 shares; 2023Q2: 3,235 shares; 2023Q3: 3,903 shares; 2023Q4: 3,892 shares; 2024Q1: 4,193 shares; 2024Q2: 4,389 shares; 2024Q3: 4,026 shares 4,026 $3.57M 0.25% -363 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 29,064 shares; 2023Q2: 36,584 shares; 2023Q3: 38,747 shares; 2023Q4: 33,686 shares; 2024Q1: 34,455 shares; 2024Q2: 39,561 shares; 2024Q3: 37,518 shares 37,518 $3.35M 0.23% -2,043 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 16,421 shares; 2024Q1: 40,080 shares; 2024Q2: 101,288 shares; 2024Q3: 126,180 shares 126,180 $3.23M 0.22% +24,892 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,390 shares; 2023Q4: 8,290 shares; 2024Q1: 8,349 shares; 2024Q2: 8,349 shares; 2024Q3: 8,363 shares 8,363 $3.19M 0.22% +14 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,498 shares; 2023Q2: 2,780 shares; 2023Q3: 1,475 shares; 2023Q4: 1,565 shares; 2024Q1: 1,603 shares; 2024Q2: 1,768 shares; 2024Q3: 18,182 shares 18,182 $3.14M 0.22% +16,414 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 7,611 shares; 2023Q2: 10,824 shares; 2023Q3: 10,685 shares; 2023Q4: 10,726 shares; 2024Q1: 11,015 shares; 2024Q2: 11,005 shares; 2024Q3: 11,087 shares 11,087 $3.05M 0.21% +82 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 10,029 shares; 2023Q2: 15,282 shares; 2023Q3: 11,541 shares; 2023Q4: 10,929 shares; 2024Q1: 16,505 shares; 2024Q2: 16,272 shares; 2024Q3: 17,011 shares 17,011 $2.76M 0.19% +739 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5,543 shares; 2023Q2: 6,830 shares; 2023Q3: 16,502 shares; 2023Q4: 22,558 shares; 2024Q1: 19,119 shares; 2024Q2: 15,444 shares; 2024Q3: 15,445 shares 15,445 $2.63M 0.18% +1 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,274 shares; 2023Q2: 6,069 shares; 2023Q3: 5,153 shares; 2023Q4: 5,544 shares; 2024Q1: 6,835 shares; 2024Q2: 8,907 shares; 2024Q3: 10,016 shares 10,016 $2.62M 0.18% +1,109 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 1,450 shares; 2023Q3: 1,450 shares; 2023Q4: 13,750 shares; 2024Q1: 12,940 shares; 2024Q2: 12,940 shares; 2024Q3: 12,940 shares 12,940 $2.6M 0.18% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,051 shares; 2023Q2: 4,658 shares; 2023Q3: 5,330 shares; 2023Q4: 5,069 shares; 2024Q1: 5,236 shares; 2024Q2: 4,930 shares; 2024Q3: 3,869 shares 3,869 $2.26M 0.16% -1,061 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,067 shares; 2023Q2: 3,413 shares; 2023Q3: 3,399 shares; 2023Q4: 3,310 shares; 2024Q1: 3,327 shares; 2024Q2: 3,333 shares; 2024Q3: 3,080 shares 3,080 $2.18M 0.15% -253 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,026 shares; 2023Q2: 1,208 shares; 2023Q3: 845 shares; 2023Q4: 2,820 shares; 2024Q1: 2,987 shares; 2024Q2: 2,987 shares; 2024Q3: 2,573 shares 2,573 $2.14M 0.15% -414 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 14,399 shares; 2023Q3: 14,399 shares; 2023Q4: 14,399 shares; 2024Q1: 16,616 shares; 2024Q2: 16,753 shares; 2024Q3: 16,762 shares 16,762 $2.11M 0.15% +9 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; 2022Q4: restricted; 2023Q1: 1,146 shares; 2023Q2: 1,130 shares; 2023Q3: 946 shares; 2023Q4: 7,235 shares; 2024Q1: 7,173 shares; 2024Q2: 7,143 shares; 2024Q3: 7,187 shares 7,187 $2.02M 0.14% +44 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,515 shares; 2023Q2: 2,995 shares; 2023Q3: 3,025 shares; 2023Q4: 3,117 shares; 2024Q1: 4,016 shares; 2024Q2: 4,269 shares; 2024Q3: 4,383 shares 4,383 $2.02M 0.14% +114 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,814 shares; 2023Q2: 6,464 shares; 2023Q3: 8,315 shares; 2023Q4: 7,024 shares; 2024Q1: 7,270 shares; 2024Q2: 9,309 shares; 2024Q3: 10,081 shares 10,081 $1.99M 0.14% +772 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 1,983 shares; 2023Q3: 2,293 shares; 2023Q4: 2,231 shares; 2024Q1: 5,963 shares; 2024Q2: 7,122 shares; 2024Q3: 7,175 shares 7,175 $1.82M 0.13% +53 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5,962 shares; 2023Q2: 11,347 shares; 2023Q3: 7,845 shares; 2023Q4: 6,763 shares; 2024Q1: 7,307 shares; 2024Q2: 7,965 shares; 2024Q3: 8,065 shares 8,065 $1.7M 0.12% +100 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 9,174 shares; 2023Q2: 9,174 shares; 2023Q3: 9,215 shares; 2023Q4: 9,308 shares; 2024Q1: 7,552 shares; 2024Q2: 7,838 shares; 2024Q3: 8,351 shares 8,351 $1.6M 0.11% +513 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,649 shares; 2023Q2: 2,693 shares; 2023Q3: 2,567 shares; 2023Q4: 2,574 shares; 2024Q1: 2,578 shares; 2024Q2: 2,578 shares; 2024Q3: 2,562 shares 2,562 $1.59M 0.11% -16 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 7,432 shares; 2023Q3: 23,105 shares; 2023Q4: 22,670 shares; 2024Q1: 22,861 shares; 2024Q2: 22,995 shares; 2024Q3: 22,001 shares 22,001 $1.58M 0.11% -994 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 7,161 shares; 2023Q2: 18,811 shares; 2023Q3: 19,475 shares; 2023Q4: 18,747 shares; 2024Q1: 18,678 shares; 2024Q2: 18,673 shares; 2024Q3: 13,825 shares 13,825 $1.58M 0.11% -4,848 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 397 shares; 2023Q3: 763 shares; 2023Q4: 761 shares; 2024Q1: 761 shares; 2024Q2: 761 shares; 2024Q3: 761 shares 761 $1.56M 0.11% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,174 shares; 2024Q1: 11,891 shares; 2024Q2: 11,890 shares; 2024Q3: 12,325 shares 12,325 $1.47M 0.1% +435 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 7,030 shares; 2023Q2: 23,335 shares; 2023Q3: 23,335 shares; 2023Q4: 23,335 shares; 2024Q1: 23,390 shares; 2024Q2: 22,972 shares; 2024Q3: 21,628 shares 21,628 $1.47M 0.1% -1,344 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; 2022Q4: restricted; 2023Q1: 119,595 shares; 2023Q2: 119,595 shares; 2023Q3: 119,595 shares; 2023Q4: 119,595 shares; 2024Q1: 119,595 shares; 2024Q2: 119,595 shares; 2024Q3: 119,595 shares 119,595 $1.43M 0.1% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,401 shares; 2023Q2: 8,059 shares; 2023Q3: 8,506 shares; 2023Q4: 7,506 shares; 2024Q1: 7,770 shares; 2024Q2: 7,668 shares; 2024Q3: 7,779 shares 7,779 $1.35M 0.09% +111 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 6,524 shares; 2023Q2: 11,024 shares; 2023Q3: 6,764 shares; 2023Q4: 10,424 shares; 2024Q1: 8,523 shares; 2024Q2: 8,362 shares; 2024Q3: 7,702 shares 7,702 $1.34M 0.09% -660 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 115 shares; 2023Q2: 304 shares; 2023Q3: 461 shares; 2023Q4: 423 shares; 2024Q1: 396 shares; 2024Q2: 419 shares; 2024Q3: 421 shares 421 $1.33M 0.09% +2 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 9,335 shares; 2023Q2: 15,890 shares; 2023Q3: 15,825 shares; 2023Q4: 15,745 shares; 2024Q1: 15,805 shares; 2024Q2: 16,603 shares; 2024Q3: 16,649 shares 16,649 $1.3M 0.09% +46 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; 2022Q4: restricted; 2023Q1: 5,707 shares; 2023Q2: 5,147 shares; 2023Q3: 5,147 shares; 2023Q4: 9,483 shares; 2024Q1: 9,483 shares; 2024Q2: 9,483 shares; 2024Q3: 11,873 shares 11,873 $1.28M 0.09% +2,390 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 3,799 shares; 2023Q3: 3,689 shares; 2023Q4: 3,694 shares; 2024Q1: 13,094 shares; 2024Q2: 13,160 shares; 2024Q3: 13,083 shares 13,083 $1.28M 0.09% -77 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5,040 shares; 2023Q2: 7,656 shares; 2023Q3: 9,881 shares; 2023Q4: 9,763 shares; 2024Q1: 10,884 shares; 2024Q2: 10,241 shares; 2024Q3: 7,361 shares 7,361 $1.25M 0.09% -2,880 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; 2022Q4: restricted; 2023Q1: 1,255 shares; 2023Q2: 3,604 shares; 2023Q3: 3,488 shares; 2023Q4: 3,481 shares; 2024Q1: 3,546 shares; 2024Q2: 3,574 shares; 2024Q3: 2,528 shares 2,528 $1.24M 0.09% -1,046 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,019 shares; 2023Q2: 3,046 shares; 2023Q3: 3,063 shares; 2023Q4: 3,038 shares; 2024Q1: 3,006 shares; 2024Q2: 3,047 shares; 2024Q3: 3,044 shares 3,044 $1.19M 0.08% -3 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; 2022Q4: restricted; 2023Q1: 3,591 shares; 2023Q2: 3,313 shares; 2023Q3: 3,315 shares; 2023Q4: 3,302 shares; 2024Q1: 3,080 shares; 2024Q2: 3,804 shares; 2024Q3: 4,417 shares 4,417 $1.15M 0.08% +613 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,341 shares; 2023Q2: 1,974 shares; 2023Q3: 2,356 shares; 2023Q4: 2,359 shares; 2024Q1: 2,192 shares; 2024Q2: 2,161 shares; 2024Q3: 2,161 shares 2,161 $1.12M 0.08% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,539 shares; 2023Q2: 3,786 shares; 2023Q3: 3,559 shares; 2023Q4: 3,586 shares; 2024Q1: 3,578 shares; 2024Q2: 3,227 shares; 2024Q3: 3,137 shares 3,137 $1.11M 0.08% -90 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 7,674 shares; 2023Q2: 9,690 shares; 2023Q3: 8,492 shares; 2023Q4: 8,597 shares; 2024Q1: 8,951 shares; 2024Q2: 8,933 shares; 2024Q3: 9,552 shares 9,552 $1.09M 0.08% +619 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,809 shares; 2023Q2: 1,892 shares; 2023Q3: 1,835 shares; 2023Q4: 1,835 shares; 2024Q1: 1,849 shares; 2024Q2: 1,849 shares; 2024Q3: 1,849 shares 1,849 $1.08M 0.07% 0 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 41,574 shares; 2023Q2: 81,557 shares; 2023Q3: 61,137 shares; 2023Q4: 55,137 shares; 2024Q1: 37,790 shares; 2024Q2: 45,150 shares; 2024Q3: 40,597 shares 40,597 $1.06M 0.07% -4,553 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 131,050 shares; 2023Q4: 131,050 shares; 2024Q1: 131,050 shares; 2024Q2: 131,050 shares; 2024Q3: 131,050 shares 131,050 $1.03M 0.07% 0 TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,004 shares; 2023Q2: 4,723 shares; 2023Q3: 4,761 shares; 2023Q4: 4,715 shares; 2024Q1: 4,702 shares; 2024Q2: 4,816 shares; 2024Q3: 4,850 shares 4,850 $1M 0.07% +34 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 15,691 shares; 2023Q2: 26,937 shares; 2023Q3: 25,457 shares; 2023Q4: 25,535 shares; 2024Q1: 23,871 shares; 2024Q2: 22,024 shares; 2024Q3: 23,600 shares 23,600 $986K 0.07% +1,576 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5,519 shares; 2023Q2: 7,992 shares; 2023Q3: 10,927 shares; 2023Q4: 11,243 shares; 2024Q1: 10,580 shares; 2024Q2: 10,741 shares; 2024Q3: 8,340 shares 8,340 $980K 0.07% -2,401 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,319 shares; 2024Q2: 6,076 shares; 2024Q3: 5,798 shares 5,798 $967K 0.07% -278 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 8,920 shares; 2023Q3: 12,129 shares; 2023Q4: 11,932 shares; 2024Q1: 12,069 shares; 2024Q2: 12,063 shares; 2024Q3: 11,901 shares 11,901 $958K 0.07% -162 Timeline PROP PRAIRIE OPER CO More: the full row for PRAIRIE OPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 108,399 shares; 2024Q3: 108,399 shares 108,399 $950K 0.07% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 6,553 shares; 2023Q2: 6,421 shares; 2023Q3: 6,123 shares; 2023Q4: 6,041 shares; 2024Q1: 6,171 shares; 2024Q2: 7,332 shares; 2024Q3: 8,083 shares 8,083 $947K 0.07% +751 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,043 shares; 2023Q2: 1,681 shares; 2023Q3: 1,619 shares; 2023Q4: 1,586 shares; 2024Q1: 7,983 shares; 2024Q2: 10,888 shares; 2024Q3: 11,681 shares 11,681 $943K 0.07% +793 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,904 shares; 2023Q2: 2,825 shares; 2023Q3: 2,720 shares; 2023Q4: 2,829 shares; 2024Q1: 2,812 shares; 2024Q2: 2,774 shares; 2024Q3: 2,020 shares 2,020 $939K 0.06% -754 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 10,019 shares 10,019 $929K 0.06% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,187 shares; 2023Q2: 3,196 shares; 2023Q3: 3,199 shares; 2023Q4: 3,195 shares; 2024Q1: 3,309 shares; 2024Q2: 4,414 shares; 2024Q3: 4,455 shares 4,455 $920K 0.06% +41 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,388 shares; 2023Q2: 4,323 shares; 2023Q3: 4,539 shares; 2023Q4: 4,321 shares; 2024Q1: 4,098 shares; 2024Q2: 4,097 shares; 2024Q3: 4,117 shares 4,117 $910K 0.06% +20 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,811 shares; 2023Q2: 3,303 shares; 2023Q3: 3,099 shares; 2023Q4: 3,238 shares; 2024Q1: 3,309 shares; 2024Q2: 3,308 shares; 2024Q3: 3,329 shares 3,329 $903K 0.06% +21 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 2,252 shares; 2023Q3: 2,237 shares; 2023Q4: 2,237 shares; 2024Q1: 1,596 shares; 2024Q2: 1,620 shares; 2024Q3: 2,704 shares 2,704 $896K 0.06% +1,084 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 17,919 shares; 2023Q2: 31,294 shares; 2023Q3: 34,809 shares; 2023Q4: 30,347 shares; 2024Q1: 24,514 shares; 2024Q2: 29,479 shares; 2024Q3: 29,913 shares 29,913 $866K 0.06% +434 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 9,902 shares; 2023Q2: 16,716 shares; 2023Q3: 17,874 shares; 2023Q4: 16,267 shares; 2024Q1: 16,688 shares; 2024Q2: 16,205 shares; 2024Q3: 16,182 shares 16,182 $861K 0.06% -23 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,686 shares; 2023Q2: 2,866 shares; 2023Q3: 2,781 shares; 2023Q4: 2,836 shares; 2024Q1: 2,891 shares; 2024Q2: 2,905 shares; 2024Q3: 1,649 shares 1,649 $852K 0.06% -1,256 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,442 shares; 2023Q2: 1,760 shares; 2023Q3: 3,230 shares; 2023Q4: 2,491 shares; 2024Q1: 2,616 shares; 2024Q2: 2,633 shares; 2024Q3: 2,732 shares 2,732 $832K 0.06% +99 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 672 shares; 2023Q2: 769 shares; 2023Q3: 1,964 shares; 2023Q4: 1,944 shares; 2024Q1: 1,822 shares; 2024Q2: 1,778 shares; 2024Q3: 1,750 shares 1,750 $831K 0.06% -28 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,867 shares; 2023Q2: 9,670 shares; 2023Q3: 9,681 shares; 2023Q4: 8,834 shares; 2024Q1: 5,818 shares; 2024Q2: 5,768 shares; 2024Q3: 4,965 shares 4,965 $815K 0.06% -803 Timeline EWT ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,595 shares; 2024Q1: 5,595 shares; 2024Q2: 14,781 shares; 2024Q3: 14,781 shares 14,781 $796K 0.06% 0 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; 2022Q4: restricted; 2023Q1: 45,275 shares; 2023Q2: 45,275 shares; 2023Q3: 45,275 shares; 2023Q4: 45,275 shares; 2024Q1: 45,275 shares; 2024Q2: 45,275 shares; 2024Q3: 45,275 shares 45,275 $786K 0.05% 0 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 870 shares; 2023Q3: 870 shares; 2023Q4: 870 shares; 2024Q1: 885 shares; 2024Q2: 884 shares; 2024Q3: 679 shares 679 $782K 0.05% -205 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 8,099 shares; 2024Q1: 8,601 shares; 2024Q2: 12,405 shares; 2024Q3: 12,400 shares 12,400 $776K 0.05% -5 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,134 shares; 2023Q2: 2,373 shares; 2023Q3: 1,499 shares; 2023Q4: 1,501 shares; 2024Q1: 1,615 shares; 2024Q2: 1,604 shares; 2024Q3: 1,602 shares 1,602 $764K 0.05% -2 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 2,347 shares; 2023Q3: 3,557 shares; 2023Q4: 3,557 shares; 2024Q1: 3,258 shares; 2024Q2: 3,247 shares; 2024Q3: 3,252 shares 3,252 $749K 0.05% +5 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 6,586 shares; 2023Q4: 6,688 shares; 2024Q1: 7,100 shares; 2024Q2: 7,771 shares; 2024Q3: 7,708 shares 7,708 $740K 0.05% -63 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,726 shares; 2023Q2: 7,677 shares; 2023Q3: 7,772 shares; 2023Q4: 7,821 shares; 2024Q1: 7,672 shares; 2024Q2: 7,835 shares; 2024Q3: 8,946 shares 8,946 $698K 0.05% +1,111 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; 2022Q4: restricted; 2023Q1: 15,000 shares; 2023Q2: 25,731 shares; 2023Q3: 23,374 shares; 2023Q4: 23,374 shares; 2024Q1: 23,385 shares; 2024Q2: 23,390 shares; 2024Q3: 23,375 shares 23,375 $698K 0.05% -15 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,051 shares; 2023Q2: 1,834 shares; 2023Q3: 1,984 shares; 2023Q4: 1,947 shares; 2024Q1: 1,923 shares; 2024Q2: 1,929 shares; 2024Q3: 1,988 shares 1,988 $689K 0.05% +59 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,563 shares; 2023Q2: 4,676 shares; 2023Q3: 4,327 shares; 2023Q4: 4,223 shares; 2024Q1: 4,358 shares; 2024Q2: 4,367 shares; 2024Q3: 3,708 shares 3,708 $685K 0.05% -659 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 12,938 shares; 2023Q3: 12,938 shares; 2023Q4: 12,938 shares; 2024Q1: 12,938 shares; 2024Q2: 12,938 shares; 2024Q3: 12,938 shares 12,938 $684K 0.05% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 8,395 shares; 2023Q2: 10,494 shares; 2023Q3: 11,228 shares; 2023Q4: 11,448 shares; 2024Q1: 12,362 shares; 2024Q2: 13,910 shares; 2024Q3: 14,260 shares 14,260 $682K 0.05% +350 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5,980 shares; 2023Q2: 5,108 shares; 2023Q3: 5,255 shares; 2023Q4: 7,245 shares; 2024Q1: 7,402 shares; 2024Q2: 7,586 shares; 2024Q3: 8,096 shares 8,096 $678K 0.05% +510 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 6,838 shares; 2023Q2: 8,198 shares; 2023Q3: 7,858 shares; 2023Q4: 7,858 shares; 2024Q1: 8,640 shares; 2024Q2: 8,574 shares; 2024Q3: 9,095 shares 9,095 $658K 0.05% +521 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,489 shares; 2023Q2: 986 shares; 2023Q3: 2,255 shares; 2023Q4: 2,257 shares; 2024Q1: 2,298 shares; 2024Q2: 2,330 shares; 2024Q3: 2,416 shares 2,416 $654K 0.05% +86 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 21,326 shares; 2023Q2: 29,385 shares; 2023Q3: 29,943 shares; 2023Q4: 18,417 shares; 2024Q1: 18,417 shares; 2024Q2: 21,543 shares; 2024Q3: 18,359 shares 18,359 $650K 0.04% -3,184 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,290 shares; 2023Q2: 4,376 shares; 2023Q3: 3,441 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 8,284 shares 8,284 $646K 0.04% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 535 shares; 2023Q2: 1,162 shares; 2023Q3: 1,125 shares; 2023Q4: 1,158 shares; 2024Q1: 1,170 shares; 2024Q2: 1,175 shares; 2024Q3: 706 shares 706 $631K 0.04% -469 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,487 shares; 2023Q2: 4,418 shares; 2023Q3: 4,370 shares; 2023Q4: 4,329 shares; 2024Q1: 4,421 shares; 2024Q2: 4,381 shares; 2024Q3: 3,122 shares 3,122 $631K 0.04% -1,259 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 12,842 shares; 2023Q2: 21,432 shares; 2023Q3: 16,327 shares; 2023Q4: 29,501 shares; 2024Q1: 31,468 shares; 2024Q2: 30,871 shares; 2024Q3: 21,526 shares 21,526 $625K 0.04% -9,345 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,541 shares; 2024Q3: 4,494 shares 4,494 $623K 0.04% -47 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,086 shares; 2023Q2: 5,284 shares; 2023Q3: 7,679 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,839 shares 5,839 $620K 0.04% new Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 13,534 shares; 2023Q2: 21,185 shares; 2023Q3: 13,205 shares; 2023Q4: 12,936 shares; 2024Q1: 13,246 shares; 2024Q2: 12,722 shares; 2024Q3: 13,512 shares 13,512 $607K 0.04% +790 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,640 shares; 2023Q2: 2,390 shares; 2023Q3: 2,609 shares; 2023Q4: 2,595 shares; 2024Q1: 2,640 shares; 2024Q2: 1,838 shares; 2024Q3: 1,851 shares 1,851 $596K 0.04% +13 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,444 shares; 2023Q2: 5,845 shares; 2023Q3: 5,108 shares; 2023Q4: 4,769 shares; 2024Q1: 5,178 shares; 2024Q2: 5,021 shares; 2024Q3: 6,057 shares 6,057 $583K 0.04% +1,036 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,371 shares; 2023Q2: 4,367 shares; 2023Q3: 4,330 shares; 2023Q4: 4,324 shares; 2024Q1: 4,359 shares; 2024Q2: 4,359 shares; 2024Q3: 4,211 shares 4,211 $574K 0.04% -148 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,266 shares; 2023Q2: 2,194 shares; 2023Q3: 2,194 shares; 2023Q4: 2,194 shares; 2024Q1: 2,342 shares; 2024Q2: 2,370 shares; 2024Q3: 2,763 shares 2,763 $571K 0.04% +393 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 19,742 shares; 2023Q2: 26,093 shares; 2023Q3: 27,269 shares; 2023Q4: 18,518 shares; 2024Q1: 24,304 shares; 2024Q2: 22,964 shares; 2024Q3: 25,761 shares 25,761 $567K 0.04% +2,797 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 11,234 shares; 2023Q3: 11,232 shares; 2023Q4: 11,227 shares; 2024Q1: 11,413 shares; 2024Q2: 11,413 shares; 2024Q3: 11,328 shares 11,328 $565K 0.04% -85 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 129 shares; 2023Q2: 261 shares; 2023Q3: 260 shares; 2023Q4: 254 shares; 2024Q1: 257 shares; 2024Q2: 258 shares; 2024Q3: 134 shares 134 $564K 0.04% -124 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 1,501 shares; 2023Q3: 1,501 shares; 2023Q4: 1,501 shares; 2024Q1: 1,501 shares; 2024Q2: 1,501 shares; 2024Q3: 1,501 shares 1,501 $563K 0.04% 0 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5,029 shares; 2023Q2: 5,994 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 14,000 shares 14,000 $560K 0.04% new Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 1,256 shares; 2023Q3: 2,280 shares; 2023Q4: 2,364 shares; 2024Q1: 2,525 shares; 2024Q2: 2,508 shares; 2024Q3: 2,530 shares 2,530 $558K 0.04% +22 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,080 shares; 2023Q2: 1,904 shares; 2023Q3: 1,904 shares; 2023Q4: 1,786 shares; 2024Q1: 8,930 shares; 2024Q2: 8,930 shares; 2024Q3: 8,930 shares 8,930 $557K 0.04% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,217 shares; 2023Q2: 1,772 shares; 2023Q3: 1,784 shares; 2023Q4: 1,751 shares; 2024Q1: 1,827 shares; 2024Q2: 1,868 shares; 2024Q3: 1,921 shares 1,921 $556K 0.04% +53 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 601 shares; 2023Q2: 873 shares; 2023Q3: 690 shares; 2023Q4: 662 shares; 2024Q1: 658 shares; 2024Q2: 657 shares; 2024Q3: 2,688 shares 2,688 $553K 0.04% +2,031 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 3,074 shares; 2023Q3: 3,074 shares; 2023Q4: 3,074 shares; 2024Q1: 3,079 shares; 2024Q2: 3,083 shares; 2024Q3: 3,083 shares 3,083 $553K 0.04% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 11,205 shares; 2023Q3: 8,628 shares; 2023Q4: 8,029 shares; 2024Q1: 7,644 shares; 2024Q2: 7,692 shares; 2024Q3: 7,445 shares 7,445 $552K 0.04% -247 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,290 shares; 2023Q2: 2,241 shares; 2023Q3: 2,195 shares; 2023Q4: 2,167 shares; 2024Q1: 2,186 shares; 2024Q2: 2,187 shares; 2024Q3: 1,110 shares 1,110 $550K 0.04% -1,077 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,724 shares; 2023Q2: 2,412 shares; 2023Q3: 2,308 shares; 2023Q4: 2,225 shares; 2024Q1: 2,267 shares; 2024Q2: 2,416 shares; 2024Q3: 2,447 shares 2,447 $546K 0.04% +31 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 903 shares; 2023Q2: 1,258 shares; 2023Q3: 1,315 shares; 2023Q4: 1,288 shares; 2024Q1: 1,286 shares; 2024Q2: 1,302 shares; 2024Q3: 1,562 shares 1,562 $540K 0.04% +260 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,800 shares; 2023Q2: 4,574 shares; 2023Q3: 5,221 shares; 2023Q4: 4,451 shares; 2024Q1: 4,536 shares; 2024Q2: 4,534 shares; 2024Q3: 3,177 shares 3,177 $540K 0.04% -1,357 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,233 shares; 2023Q2: 3,206 shares; 2023Q3: 3,207 shares; 2023Q4: 3,204 shares; 2024Q1: 3,263 shares; 2024Q2: 3,279 shares; 2024Q3: 2,189 shares 2,189 $540K 0.04% -1,090 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5,176 shares; 2023Q2: 7,736 shares; 2023Q3: 6,892 shares; 2023Q4: 6,600 shares; 2024Q1: 6,666 shares; 2024Q2: 6,503 shares; 2024Q3: 4,671 shares 4,671 $522K 0.04% -1,832 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,024 shares; 2023Q2: 1,808 shares; 2023Q3: 1,618 shares; 2023Q4: 1,587 shares; 2024Q1: 2,682 shares; 2024Q2: 2,660 shares; 2024Q3: 2,655 shares 2,655 $519K 0.04% -5 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,067 shares; 2023Q2: 3,397 shares; 2023Q3: 2,212 shares; 2023Q4: 1,747 shares; 2024Q1: 1,719 shares; 2024Q2: 1,792 shares; 2024Q3: 1,859 shares 1,859 $517K 0.04% +67 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,092 shares 2,092 $508K 0.04% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,533 shares; 2023Q2: 4,555 shares; 2023Q3: 1,619 shares; 2023Q4: 1,687 shares; 2024Q1: 1,821 shares; 2024Q2: 1,770 shares; 2024Q3: 1,854 shares 1,854 $508K 0.04% +84 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,135 shares; 2023Q2: 2,362 shares; 2023Q3: 2,438 shares; 2023Q4: 2,237 shares; 2024Q1: 1,933 shares; 2024Q2: 1,984 shares; 2024Q3: 1,807 shares 1,807 $503K 0.03% -177 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,783 shares; 2023Q2: 5,083 shares; 2023Q3: 5,248 shares; 2023Q4: 4,687 shares; 2024Q1: 4,618 shares; 2024Q2: 4,627 shares; 2024Q3: 3,107 shares 3,107 $484K 0.03% -1,520 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,522 shares; 2023Q2: not reported; 2023Q3: 4,666 shares; 2023Q4: 4,405 shares; 2024Q1: 4,568 shares; 2024Q2: 4,688 shares; 2024Q3: 4,640 shares 4,640 $482K 0.03% -48 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,835 shares; 2023Q2: 3,378 shares; 2023Q3: 3,341 shares; 2023Q4: 3,363 shares; 2024Q1: 3,442 shares; 2024Q2: 3,404 shares; 2024Q3: 2,682 shares 2,682 $482K 0.03% -722 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 8,216 shares; 2023Q3: 8,878 shares; 2023Q4: 8,975 shares; 2024Q1: 12,102 shares; 2024Q2: 12,067 shares; 2024Q3: 14,397 shares 14,397 $468K 0.03% +2,330 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 8,972 shares 8,972 $464K 0.03% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 5,302 shares; 2023Q4: 6,882 shares; 2024Q1: 6,783 shares; 2024Q2: 7,353 shares; 2024Q3: 7,111 shares 7,111 $461K 0.03% -242 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 482 shares; 2023Q2: not reported; 2023Q3: 790 shares; 2023Q4: 792 shares; 2024Q1: 797 shares; 2024Q2: 816 shares; 2024Q3: 790 shares 790 $461K 0.03% -26 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 8,612 shares; 2023Q3: 9,378 shares; 2023Q4: 6,126 shares; 2024Q1: 6,036 shares; 2024Q2: 5,798 shares; 2024Q3: 5,696 shares 5,696 $450K 0.03% -102 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,961 shares; 2023Q2: 3,948 shares; 2023Q3: 3,673 shares; 2023Q4: 3,634 shares; 2024Q1: 3,776 shares; 2024Q2: 3,627 shares; 2024Q3: 3,691 shares 3,691 $447K 0.03% +64 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 15,813 shares; 2023Q2: 18,530 shares; 2023Q3: 16,758 shares; 2023Q4: 16,875 shares; 2024Q1: 16,506 shares; 2024Q2: 16,677 shares; 2024Q3: 11,250 shares 11,250 $446K 0.03% -5,427 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 2,086 shares; 2023Q3: 1,740 shares; 2023Q4: 1,941 shares; 2024Q1: 2,001 shares; 2024Q2: 1,975 shares; 2024Q3: 1,915 shares 1,915 $445K 0.03% -60 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; 2022Q4: restricted; 2023Q1: 2,285 shares; 2023Q2: 2,866 shares; 2023Q3: 1,617 shares; 2023Q4: 1,578 shares; 2024Q1: 1,476 shares; 2024Q2: 1,492 shares; 2024Q3: 1,492 shares 1,492 $445K 0.03% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,289 shares; 2023Q2: 4,807 shares; 2023Q3: 4,798 shares; 2023Q4: 3,383 shares; 2024Q1: 3,598 shares; 2024Q2: 3,049 shares; 2024Q3: 3,497 shares 3,497 $442K 0.03% +448 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 21,782 shares; 2023Q3: 19,961 shares; 2023Q4: 18,625 shares; 2024Q1: 18,707 shares; 2024Q2: 18,716 shares; 2024Q3: 12,113 shares 12,113 $438K 0.03% -6,603 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 4,772 shares; 2023Q4: 4,805 shares; 2024Q1: 5,004 shares; 2024Q2: 5,447 shares; 2024Q3: 5,401 shares 5,401 $434K 0.03% -46 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,215 shares; 2023Q2: 2,504 shares; 2023Q3: 2,558 shares; 2023Q4: 2,443 shares; 2024Q1: 2,650 shares; 2024Q2: 2,656 shares; 2024Q3: 2,670 shares 2,670 $429K 0.03% +14 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 866 shares; 2023Q2: 899 shares; 2023Q3: 1,475 shares; 2023Q4: 1,126 shares; 2024Q1: 1,111 shares; 2024Q2: 1,166 shares; 2024Q3: 1,183 shares 1,183 $428K 0.03% +17 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 941 shares; 2023Q2: 1,050 shares; 2023Q3: 733 shares; 2023Q4: 756 shares; 2024Q1: 770 shares; 2024Q2: 803 shares; 2024Q3: 819 shares 819 $426K 0.03% +16 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 4,018 shares; 2023Q3: 4,671 shares; 2023Q4: 4,693 shares; 2024Q1: 4,783 shares; 2024Q2: 4,509 shares; 2024Q3: 4,033 shares 4,033 $418K 0.03% -476 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; 2022Q4: restricted; 2023Q1: 14,580 shares; 2023Q2: 27,350 shares; 2023Q3: 27,300 shares; 2023Q4: 27,300 shares; 2024Q1: 17,140 shares; 2024Q2: 17,140 shares; 2024Q3: 17,140 shares 17,140 $418K 0.03% 0 Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 644 shares; 2023Q3: 628 shares; 2023Q4: 545 shares; 2024Q1: 584 shares; 2024Q2: 581 shares; 2024Q3: 438 shares 438 $416K 0.03% -143 AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 1,560 shares; 2023Q3: 1,643 shares; 2023Q4: 1,620 shares; 2024Q1: 837 shares; 2024Q2: 859 shares; 2024Q3: 878 shares 878 $412K 0.03% +19 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 780 shares; 2023Q2: 1,228 shares; 2023Q3: 1,183 shares; 2023Q4: 1,203 shares; 2024Q1: 1,250 shares; 2024Q2: 1,255 shares; 2024Q3: 664 shares 664 $412K 0.03% -591 Timeline LAM RESEARCH CORP LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 532 shares; 2023Q2: 889 shares; 2023Q3: 882 shares; 2023Q4: 891 shares; 2024Q1: 887 shares; 2024Q2: 883 shares; 2024Q3: 500 shares 500 $409K 0.03% -383 PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,537 shares; 2024Q1: 3,541 shares; 2024Q2: 3,546 shares; 2024Q3: 3,550 shares 3,550 $408K 0.03% +4 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 870 shares 870 $405K 0.03% new Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 242 shares; 2023Q4: 1,388 shares; 2024Q1: 965 shares; 2024Q2: 272 shares; 2024Q3: 269 shares 269 $403K 0.03% -3 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 3,505 shares; 2023Q4: 3,182 shares; 2024Q1: 3,198 shares; 2024Q2: 3,277 shares; 2024Q3: 3,373 shares 3,373 $403K 0.03% +96 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 8,669 shares; 2023Q2: 9,702 shares; 2023Q3: 10,986 shares; 2023Q4: 10,837 shares; 2024Q1: 11,086 shares; 2024Q2: 12,190 shares; 2024Q3: 12,084 shares 12,084 $402K 0.03% -106 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 4,558 shares; 2023Q4: 4,593 shares; 2024Q1: 4,646 shares; 2024Q2: 5,243 shares; 2024Q3: 5,200 shares 5,200 $398K 0.03% -43 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; 2022Q4: restricted; 2023Q1: 2,476 shares; 2023Q2: 4,812 shares; 2023Q3: 7,185 shares; 2023Q4: 5,177 shares; 2024Q1: 5,205 shares; 2024Q2: 5,203 shares; 2024Q3: 3,576 shares 3,576 $391K 0.03% -1,627 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; 2022Q4: restricted; 2023Q1: 4,696 shares; 2023Q2: 4,794 shares; 2023Q3: 4,369 shares; 2023Q4: 4,220 shares; 2024Q1: 3,735 shares; 2024Q2: 3,835 shares; 2024Q3: 3,892 shares 3,892 $382K 0.03% +57 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 2,713 shares; 2023Q3: 2,706 shares; 2023Q4: 2,706 shares; 2024Q1: 2,463 shares; 2024Q2: 2,325 shares; 2024Q3: 2,342 shares 2,342 $382K 0.03% +17 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,718 shares; 2023Q2: 3,956 shares; 2023Q3: 3,746 shares; 2023Q4: 3,394 shares; 2024Q1: 4,020 shares; 2024Q2: 4,128 shares; 2024Q3: 4,423 shares 4,423 $374K 0.03% +295 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 3,873 shares; 2023Q3: 4,155 shares; 2023Q4: 3,898 shares; 2024Q1: 3,952 shares; 2024Q2: 3,946 shares; 2024Q3: 2,208 shares 2,208 $373K 0.03% -1,738 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,820 shares; 2023Q2: 754 shares; 2023Q3: 758 shares; 2023Q4: 721 shares; 2024Q1: 4,420 shares; 2024Q2: 3,861 shares; 2024Q3: 3,875 shares 3,875 $372K 0.03% +14 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,152 shares; 2023Q2: 3,029 shares; 2023Q3: 2,976 shares; 2023Q4: 2,913 shares; 2024Q1: 2,788 shares; 2024Q2: 2,923 shares; 2024Q3: 2,755 shares 2,755 $370K 0.03% -168 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 27,953 shares; 2023Q3: 26,802 shares; 2023Q4: 26,349 shares; 2024Q1: 26,211 shares; 2024Q2: 22,696 shares; 2024Q3: 17,434 shares 17,434 $359K 0.02% -5,262 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,537 shares; 2023Q2: 2,706 shares; 2023Q3: 2,465 shares; 2023Q4: 2,464 shares; 2024Q1: 2,558 shares; 2024Q2: 2,610 shares; 2024Q3: 2,886 shares 2,886 $354K 0.02% +276 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,074 shares; 2024Q2: 1,962 shares; 2024Q3: 2,374 shares 2,374 $351K 0.02% +412 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,243 shares; 2023Q2: 3,891 shares; 2023Q3: 4,188 shares; 2023Q4: 4,003 shares; 2024Q1: 3,987 shares; 2024Q2: 3,942 shares; 2024Q3: 3,530 shares 3,530 $348K 0.02% -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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,277 shares; 2024Q2: 3,385 shares; 2024Q3: 3,450 shares 3,450 $344K 0.02% +65 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 3,556 shares; 2023Q4: 3,556 shares; 2024Q1: 3,620 shares; 2024Q2: 3,620 shares; 2024Q3: 3,791 shares 3,791 $342K 0.02% +171 Timeline ACIC AMERICAN COASTAL INS CORP More: the full row for AMERICAN COASTAL INS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 30,000 shares 30,000 $338K 0.02% new Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 1,129 shares; 2023Q3: 1,128 shares; 2023Q4: 1,127 shares; 2024Q1: 1,149 shares; 2024Q2: 1,148 shares; 2024Q3: 1,133 shares 1,133 $337K 0.02% -15 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 3,148 shares; 2023Q3: not reported; 2023Q4: 2,576 shares; 2024Q1: 2,574 shares; 2024Q2: 2,572 shares; 2024Q3: 2,846 shares 2,846 $336K 0.02% +274 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 1,600 shares; 2023Q3: 1,505 shares; 2023Q4: 1,486 shares; 2024Q1: 1,471 shares; 2024Q2: 1,476 shares; 2024Q3: 1,397 shares 1,397 $331K 0.02% -79 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,750 shares; 2023Q2: 2,999 shares; 2023Q3: 2,999 shares; 2023Q4: 2,079 shares; 2024Q1: 2,082 shares; 2024Q2: 2,079 shares; 2024Q3: 2,079 shares 2,079 $330K 0.02% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,182 shares; 2023Q2: 2,113 shares; 2023Q3: 2,163 shares; 2023Q4: 3,043 shares; 2024Q1: 2,786 shares; 2024Q2: 2,638 shares; 2024Q3: 2,238 shares 2,238 $330K 0.02% -400 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 2,692 shares; 2023Q3: 2,811 shares; 2023Q4: 2,715 shares; 2024Q1: 2,930 shares; 2024Q2: 3,477 shares; 2024Q3: 2,692 shares 2,692 $326K 0.02% -785 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,781 shares; 2024Q2: 4,065 shares; 2024Q3: 4,331 shares 4,331 $326K 0.02% +266 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,392 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,660 shares; 2024Q1: 1,720 shares; 2024Q2: 1,720 shares; 2024Q3: 1,716 shares 1,716 $324K 0.02% -4 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,316 shares; 2023Q2: 1,642 shares; 2023Q3: 867 shares; 2023Q4: 766 shares; 2024Q1: 1,083 shares; 2024Q2: 726 shares; 2024Q3: 770 shares 770 $322K 0.02% +44 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 842 shares; 2023Q3: 1,753 shares; 2023Q4: 1,745 shares; 2024Q1: 1,547 shares; 2024Q2: 1,615 shares; 2024Q3: 1,336 shares 1,336 $322K 0.02% -279 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 13,314 shares; 2023Q4: 13,314 shares; 2024Q1: 13,314 shares; 2024Q2: 13,314 shares; 2024Q3: 13,314 shares 13,314 $320K 0.02% 0 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 2,303 shares; 2023Q3: 2,303 shares; 2023Q4: 2,185 shares; 2024Q1: 2,176 shares; 2024Q2: 2,176 shares; 2024Q3: 2,176 shares 2,176 $318K 0.02% 0 Timeline ARISTA NETWORKS INC ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 1,946 shares; 2023Q3: 1,860 shares; 2023Q4: 1,864 shares; 2024Q1: 1,834 shares; 2024Q2: 1,850 shares; 2024Q3: 823 shares 823 $316K 0.02% -1,027 IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 840 shares; 2023Q2: 729 shares; 2023Q3: 665 shares; 2023Q4: 625 shares; 2024Q1: 620 shares; 2024Q2: 635 shares; 2024Q3: 619 shares 619 $314K 0.02% -16 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 8,117 shares; 2023Q2: 11,044 shares; 2023Q3: 9,675 shares; 2023Q4: 8,762 shares; 2024Q1: 9,676 shares; 2024Q2: 5,018 shares; 2024Q3: 5,976 shares 5,976 $309K 0.02% +958 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 2,838 shares; 2023Q4: 2,692 shares; 2024Q1: 2,739 shares; 2024Q2: 2,684 shares; 2024Q3: 2,473 shares 2,473 $308K 0.02% -211 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,206 shares; 2024Q1: 4,206 shares; 2024Q2: 4,237 shares; 2024Q3: 4,237 shares 4,237 $303K 0.02% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,004 shares 2,004 $303K 0.02% new Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,340 shares 1,340 $303K 0.02% new Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,150 shares; 2024Q2: 5,150 shares; 2024Q3: 5,150 shares 5,150 $301K 0.02% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,555 shares 2,555 $299K 0.02% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 1,630 shares; 2023Q3: 1,630 shares; 2023Q4: 1,630 shares; 2024Q1: 1,647 shares; 2024Q2: 1,647 shares; 2024Q3: 1,083 shares 1,083 $298K 0.02% -564 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; 2022Q4: restricted; 2023Q1: 4,770 shares; 2023Q2: 7,963 shares; 2023Q3: 7,757 shares; 2023Q4: 7,334 shares; 2024Q1: 7,532 shares; 2024Q2: 7,405 shares; 2024Q3: 4,057 shares 4,057 $297K 0.02% -3,348 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,545 shares; 2024Q2: 1,556 shares; 2024Q3: 1,631 shares 1,631 $296K 0.02% +75 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 1,034 shares; 2023Q3: 1,015 shares; 2023Q4: 1,013 shares; 2024Q1: 620 shares; 2024Q2: 649 shares; 2024Q3: 656 shares 656 $296K 0.02% +7 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5,754 shares; 2023Q2: 9,181 shares; 2023Q3: 9,629 shares; 2023Q4: 9,780 shares; 2024Q1: 9,919 shares; 2024Q2: 10,300 shares; 2024Q3: 6,475 shares 6,475 $292K 0.02% -3,825 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,198 shares; 2024Q1: 4,288 shares; 2024Q2: 3,900 shares; 2024Q3: 3,462 shares 3,462 $290K 0.02% -438 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 7,587 shares; 2024Q2: 7,587 shares; 2024Q3: 7,600 shares 7,600 $283K 0.02% +13 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 16,843 shares 16,843 $282K 0.02% new Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 719 shares 719 $279K 0.02% new 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 2,316 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,055 shares; 2024Q2: 3,151 shares; 2024Q3: 3,384 shares 3,384 $279K 0.02% +233 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,543 shares; 2023Q2: 5,258 shares; 2023Q3: 4,204 shares; 2023Q4: 4,220 shares; 2024Q1: 4,226 shares; 2024Q2: 4,213 shares; 2024Q3: 3,363 shares 3,363 $277K 0.02% -850 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5,032 shares; 2023Q2: 6,374 shares; 2023Q3: 6,138 shares; 2023Q4: 5,987 shares; 2024Q1: 6,062 shares; 2024Q2: 5,935 shares; 2024Q3: 4,381 shares 4,381 $275K 0.02% -1,554 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 3,889 shares; 2023Q3: 3,875 shares; 2023Q4: 4,009 shares; 2024Q1: 1,519 shares; 2024Q2: 1,516 shares; 2024Q3: 1,437 shares 1,437 $274K 0.02% -79 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 7,618 shares; 2023Q3: 7,309 shares; 2023Q4: 6,620 shares; 2024Q1: 6,634 shares; 2024Q2: 6,821 shares; 2024Q3: 6,397 shares 6,397 $274K 0.02% -424 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 1,904 shares; 2023Q3: not reported; 2023Q4: 1,832 shares; 2024Q1: 1,860 shares; 2024Q2: 1,857 shares; 2024Q3: 1,837 shares 1,837 $272K 0.02% -20 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 261 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 236 shares; 2024Q1: 251 shares; 2024Q2: 251 shares; 2024Q3: 258 shares 258 $271K 0.02% +7 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 991 shares; 2023Q4: 938 shares; 2024Q1: 1,065 shares; 2024Q2: 1,055 shares; 2024Q3: 1,031 shares 1,031 $266K 0.02% -24 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 506 shares; 2023Q2: 846 shares; 2023Q3: 845 shares; 2023Q4: 833 shares; 2024Q1: 624 shares; 2024Q2: 633 shares; 2024Q3: 341 shares 341 $264K 0.02% -292 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 12,663 shares; 2023Q2: 19,011 shares; 2023Q3: 18,419 shares; 2023Q4: 18,225 shares; 2024Q1: 21,609 shares; 2024Q2: 14,653 shares; 2024Q3: 11,256 shares 11,256 $264K 0.02% -3,397 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,159 shares; 2024Q1: 2,193 shares; 2024Q2: 2,193 shares; 2024Q3: 2,279 shares 2,279 $263K 0.02% +86 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 104 shares; 2023Q3: 123 shares; 2023Q4: 125 shares; 2024Q1: 83 shares; 2024Q2: 4,000 shares; 2024Q3: 4,439 shares 4,439 $256K 0.02% +439 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 2,468 shares; 2023Q3: 2,545 shares; 2023Q4: 2,402 shares; 2024Q1: 2,437 shares; 2024Q2: 2,255 shares; 2024Q3: 1,929 shares 1,929 $253K 0.02% -326 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,528 shares; 2023Q2: 3,163 shares; 2023Q3: 4,386 shares; 2023Q4: 4,728 shares; 2024Q1: 5,078 shares; 2024Q2: 3,063 shares; 2024Q3: 2,791 shares 2,791 $248K 0.02% -272 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,068 shares; 2023Q2: 2,437 shares; 2023Q3: 2,928 shares; 2023Q4: 2,931 shares; 2024Q1: 2,430 shares; 2024Q2: 2,430 shares; 2024Q3: 2,353 shares 2,353 $248K 0.02% -77 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 3,052 shares; 2023Q3: 3,058 shares; 2023Q4: 3,064 shares; 2024Q1: 2,353 shares; 2024Q2: 2,353 shares; 2024Q3: 2,353 shares 2,353 $245K 0.02% 0 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,824 shares; 2024Q1: 1,700 shares; 2024Q2: not reported; 2024Q3: 2,023 shares 2,023 $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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 12,993 shares; 2023Q3: 10,036 shares; 2023Q4: 5,131 shares; 2024Q1: 5,389 shares; 2024Q2: 5,408 shares; 2024Q3: 5,249 shares 5,249 $243K 0.02% -159 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 697 shares 697 $238K 0.02% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 2,491 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,842 shares 1,842 $236K 0.02% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 1,551 shares; 2023Q3: 1,551 shares; 2023Q4: 1,551 shares; 2024Q1: 1,561 shares; 2024Q2: 1,561 shares; 2024Q3: 726 shares 726 $235K 0.02% -835 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,485 shares; 2023Q2: 5,647 shares; 2023Q3: 2,891 shares; 2023Q4: 3,234 shares; 2024Q1: 3,193 shares; 2024Q2: 3,313 shares; 2024Q3: 3,546 shares 3,546 $234K 0.02% +233 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 3,841 shares; 2023Q3: 2,508 shares; 2023Q4: 2,508 shares; 2024Q1: 2,548 shares; 2024Q2: 5,096 shares; 2024Q3: 3,582 shares 3,582 $234K 0.02% -1,514 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 2,002 shares; 2023Q3: 2,002 shares; 2023Q4: 2,004 shares; 2024Q1: 2,019 shares; 2024Q2: 2,017 shares; 2024Q3: 1,672 shares 1,672 $234K 0.02% -345 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 4,955 shares; 2023Q4: 5,056 shares; 2024Q1: 5,185 shares; 2024Q2: 5,576 shares; 2024Q3: 5,552 shares 5,552 $232K 0.02% -24 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,597 shares; 2024Q1: 2,593 shares; 2024Q2: 2,584 shares; 2024Q3: 2,584 shares 2,584 $226K 0.02% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 6,642 shares; 2023Q3: 7,070 shares; 2023Q4: 6,621 shares; 2024Q1: 6,828 shares; 2024Q2: 6,183 shares; 2024Q3: 3,441 shares 3,441 $224K 0.02% -2,742 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; 2022Q4: restricted; 2023Q1: 2,826 shares; 2023Q2: 2,958 shares; 2023Q3: 2,911 shares; 2023Q4: 3,065 shares; 2024Q1: 2,932 shares; 2024Q2: 2,719 shares; 2024Q3: 2,772 shares 2,772 $223K 0.02% +53 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 421 shares 421 $222K 0.02% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 584 shares; 2023Q3: 584 shares; 2023Q4: 584 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 351 shares 351 $222K 0.02% new Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 701 shares; 2024Q2: 701 shares; 2024Q3: 701 shares 701 $220K 0.02% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,015 shares; 2023Q2: 2,428 shares; 2023Q3: 2,229 shares; 2023Q4: 2,092 shares; 2024Q1: 1,612 shares; 2024Q2: 1,611 shares; 2024Q3: 1,623 shares 1,623 $219K 0.02% +12 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,551 shares; 2023Q2: 3,567 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,792 shares 2,792 $218K 0.02% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,108 shares; 2024Q3: 2,093 shares 2,093 $217K 0.02% -15 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 4,062 shares; 2023Q4: 2,652 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,582 shares 2,582 $216K 0.01% new Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 594 shares 594 $216K 0.01% new Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,763 shares; 2023Q2: 1,854 shares; 2023Q3: not reported; 2023Q4: 1,818 shares; 2024Q1: 1,457 shares; 2024Q2: not reported; 2024Q3: 1,451 shares 1,451 $215K 0.01% new Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,804 shares; 2023Q4: 1,801 shares; 2024Q1: 1,888 shares; 2024Q2: 1,900 shares; 2024Q3: 1,788 shares 1,788 $214K 0.01% -112 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 571 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 351 shares; 2024Q2: 373 shares; 2024Q3: 420 shares 420 $213K 0.01% +47 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 7,366 shares; 2024Q2: not reported; 2024Q3: 1,383 shares 1,383 $212K 0.01% new Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 4,434 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,829 shares 5,829 $212K 0.01% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 693 shares; 2024Q3: 695 shares 695 $210K 0.01% +2 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 902 shares; 2024Q1: 912 shares; 2024Q2: 912 shares; 2024Q3: 912 shares 912 $206K 0.01% 0 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 2,862 shares; 2023Q4: not reported; 2024Q1: 2,548 shares; 2024Q2: not reported; 2024Q3: 2,612 shares 2,612 $206K 0.01% 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 479 shares; 2024Q1: 471 shares; 2024Q2: not reported; 2024Q3: 443 shares 443 $204K 0.01% new Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 3,689 shares; 2023Q3: 4,051 shares; 2023Q4: 3,751 shares; 2024Q1: 3,016 shares; 2024Q2: not reported; 2024Q3: 2,414 shares 2,414 $203K 0.01% new Timeline