TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 541,057 shares; 2023Q3: 579,764 shares; 2023Q4: 472,953 shares; 2024Q1: 419,407 shares; 2024Q2: 422,371 shares; 2024Q3: 432,548 shares; 2024Q4: 331,643 shares 331,643 $16.7M 8.75% -100,905 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 49,313 shares; 2023Q3: 49,691 shares; 2023Q4: 49,758 shares; 2024Q1: 49,731 shares; 2024Q2: 46,922 shares; 2024Q3: 47,304 shares; 2024Q4: 48,367 shares 48,367 $11.7M 6.12% +1,063 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 17,953 shares; 2024Q1: 185,863 shares; 2024Q2: 226,831 shares; 2024Q3: 253,924 shares; 2024Q4: 273,181 shares 273,181 $9.09M 4.75% +19,257 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 105,131 shares; 2023Q3: 104,772 shares; 2023Q4: 106,587 shares; 2024Q1: 116,249 shares; 2024Q2: 117,271 shares; 2024Q3: 118,616 shares; 2024Q4: 115,951 shares 115,951 $6.72M 3.51% -2,665 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 69,158 shares; 2023Q3: 68,920 shares; 2023Q4: 70,184 shares; 2024Q1: 37,827 shares; 2024Q2: 37,543 shares; 2024Q3: 37,384 shares; 2024Q4: 35,279 shares 35,279 $5.88M 3.07% -2,105 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 54,096 shares; 2023Q3: 159,691 shares; 2023Q4: 172,404 shares; 2024Q1: 140,079 shares; 2024Q2: 147,260 shares; 2024Q3: 138,484 shares; 2024Q4: 114,544 shares 114,544 $5.81M 3.04% -23,940 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 110,694 shares; 2023Q3: 108,599 shares; 2023Q4: 86,695 shares; 2024Q1: 86,554 shares; 2024Q2: 94,675 shares; 2024Q3: 94,796 shares; 2024Q4: 81,275 shares 81,275 $4.61M 2.41% -13,521 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 8,961 shares; 2023Q3: 9,802 shares; 2023Q4: 4,646 shares; 2024Q1: 5,351 shares; 2024Q2: 6,058 shares; 2024Q3: 7,704 shares; 2024Q4: 8,541 shares 8,541 $4.6M 2.41% +837 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 34,653 shares; 2023Q3: 34,534 shares; 2023Q4: 37,226 shares; 2024Q1: 39,492 shares; 2024Q2: 39,765 shares; 2024Q3: 39,964 shares; 2024Q4: 160,838 shares 160,838 $4.48M 2.34% +120,874 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 96,586 shares; 2023Q3: 82,737 shares; 2023Q4: 75,252 shares; 2024Q1: 60,206 shares; 2024Q2: 55,950 shares; 2024Q3: 48,311 shares; 2024Q4: 45,300 shares 45,300 $4.39M 2.29% -3,011 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 34,789 shares; 2023Q3: 34,569 shares; 2023Q4: 38,914 shares; 2024Q1: 36,280 shares; 2024Q2: 20,134 shares; 2024Q3: 20,135 shares; 2024Q4: 14,712 shares 14,712 $3.68M 1.93% -5,423 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 22,329 shares; 2024Q3: 1,258 shares; 2024Q4: 18,592 shares 18,592 $3.44M 1.8% +17,334 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 46,306 shares 46,306 $3.26M 1.7% new Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 46,754 shares; 2023Q3: 46,812 shares; 2023Q4: 45,834 shares; 2024Q1: 45,173 shares; 2024Q2: 44,346 shares; 2024Q3: 43,891 shares; 2024Q4: 123,931 shares 123,931 $3.23M 1.69% +80,040 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 33,057 shares 33,057 $3.22M 1.68% new Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 16,355 shares; 2023Q3: 16,302 shares; 2023Q4: 18,974 shares; 2024Q1: 14,541 shares; 2024Q2: 13,634 shares; 2024Q3: 13,631 shares; 2024Q4: 7,593 shares 7,593 $3.2M 1.67% -6,038 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,972 shares; 2023Q3: 1,741 shares; 2023Q4: 1,746 shares; 2024Q1: 1,763 shares; 2024Q2: 17,780 shares; 2024Q3: 17,848 shares; 2024Q4: 23,603 shares 23,603 $3.17M 1.66% +5,755 Timeline PNQI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 67,491 shares 67,491 $3.15M 1.65% new Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 10,955 shares; 2024Q1: 31,552 shares; 2024Q2: 43,713 shares; 2024Q3: 52,724 shares; 2024Q4: 53,803 shares 53,803 $3.06M 1.6% +1,079 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 29,049 shares 29,049 $3M 1.57% new Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 74,573 shares; 2023Q3: 70,740 shares; 2023Q4: 67,043 shares; 2024Q1: 64,326 shares; 2024Q2: 64,334 shares; 2024Q3: 62,486 shares; 2024Q4: 59,915 shares 59,915 $2.98M 1.56% -2,571 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 18,322 shares; 2023Q3: 19,328 shares; 2023Q4: 25,606 shares; 2024Q1: 32,308 shares; 2024Q2: 33,274 shares; 2024Q3: 35,695 shares; 2024Q4: 114,495 shares 114,495 $2.65M 1.39% +78,800 Timeline BBSI BARRETT BUSINESS SVCS INC More: the full row for BARRETT BUSINESS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 18,612 shares; 2023Q3: 15,010 shares; 2023Q4: 15,010 shares; 2024Q1: 15,010 shares; 2024Q2: 60,040 shares; 2024Q3: 60,040 shares; 2024Q4: 60,040 shares 60,040 $2.61M 1.36% 0 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 166,186 shares; 2023Q3: 53,946 shares; 2023Q4: 158,265 shares; 2024Q1: 54,551 shares; 2024Q2: 50,782 shares; 2024Q3: 51,755 shares; 2024Q4: 43,671 shares 43,671 $2.42M 1.26% -8,084 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 28,669 shares; 2023Q3: 55,967 shares; 2023Q4: 79,442 shares; 2024Q1: 59,310 shares; 2024Q2: 52,329 shares; 2024Q3: 50,891 shares; 2024Q4: 46,212 shares 46,212 $2.33M 1.22% -4,679 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 11,102 shares; 2023Q3: 11,102 shares; 2023Q4: 10,848 shares; 2024Q1: 9,082 shares; 2024Q2: 9,119 shares; 2024Q3: 9,283 shares; 2024Q4: 9,558 shares 9,558 $2.29M 1.2% +275 Timeline TARS TARSUS PHARMACEUTICALS INC More: the full row for TARSUS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 53,625 shares; 2023Q3: 53,610 shares; 2023Q4: 53,610 shares; 2024Q1: 53,610 shares; 2024Q2: 53,600 shares; 2024Q3: 53,630 shares; 2024Q4: 39,299 shares 39,299 $2.18M 1.14% -14,331 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,009 shares; 2024Q3: 6,024 shares; 2024Q4: 38,079 shares 38,079 $2.07M 1.08% +32,055 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; 2023Q1: restricted; 2023Q2: 9,580 shares; 2023Q3: 9,939 shares; 2023Q4: 11,029 shares; 2024Q1: 11,245 shares; 2024Q2: 11,665 shares; 2024Q3: 11,396 shares; 2024Q4: 11,221 shares 11,221 $1.97M 1.03% -175 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 10,257 shares; 2023Q3: 10,257 shares; 2023Q4: 14,448 shares; 2024Q1: 12,168 shares; 2024Q2: 9,529 shares; 2024Q3: 9,547 shares; 2024Q4: 4,233 shares 4,233 $1.92M 1% -5,314 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 29,676 shares; 2023Q3: 29,901 shares; 2023Q4: 30,646 shares; 2024Q1: 30,646 shares; 2024Q2: 47,846 shares; 2024Q3: 49,661 shares; 2024Q4: 35,100 shares 35,100 $1.79M 0.94% -14,561 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 14,244 shares; 2023Q3: 14,257 shares; 2023Q4: 14,270 shares; 2024Q1: 11,783 shares; 2024Q2: 11,797 shares; 2024Q3: 12,025 shares; 2024Q4: 10,570 shares 10,570 $1.77M 0.93% -1,455 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,487 shares; 2023Q3: 2,488 shares; 2023Q4: 2,491 shares; 2024Q1: 2,545 shares; 2024Q2: 2,546 shares; 2024Q3: 2,614 shares; 2024Q4: 2,984 shares 2,984 $1.75M 0.91% +370 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 10,082 shares; 2023Q3: 10,110 shares; 2023Q4: 5,651 shares; 2024Q1: 26,250 shares; 2024Q2: 26,801 shares; 2024Q3: 26,998 shares; 2024Q4: 27,350 shares 27,350 $1.7M 0.89% +352 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 77,186 shares; 2023Q3: 45,385 shares; 2023Q4: 84,822 shares; 2024Q1: 25,802 shares; 2024Q2: 23,259 shares; 2024Q3: 24,563 shares; 2024Q4: 18,591 shares 18,591 $1.62M 0.85% -5,972 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,233 shares; 2023Q3: 3,233 shares; 2023Q4: 3,563 shares; 2024Q1: 7,428 shares; 2024Q2: 11,463 shares; 2024Q3: 14,538 shares; 2024Q4: 14,538 shares 14,538 $1.6M 0.84% 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; 2023Q1: restricted; 2023Q2: 19,186 shares; 2023Q3: 19,234 shares; 2023Q4: 19,284 shares; 2024Q1: 17,377 shares; 2024Q2: 17,426 shares; 2024Q3: 17,515 shares; 2024Q4: 14,418 shares 14,418 $1.55M 0.81% -3,097 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 15,443 shares; 2023Q3: 13,707 shares; 2023Q4: 11,388 shares; 2024Q1: 9,355 shares; 2024Q2: 9,347 shares; 2024Q3: 9,367 shares; 2024Q4: 7,623 shares 7,623 $1.35M 0.71% -1,744 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 6,159 shares; 2023Q3: 6,040 shares; 2023Q4: 5,957 shares; 2024Q1: 5,457 shares; 2024Q2: 5,382 shares; 2024Q3: 5,193 shares; 2024Q4: 4,626 shares 4,626 $1.34M 0.7% -567 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 11,091 shares; 2023Q3: 11,198 shares; 2023Q4: 12,123 shares; 2024Q1: 17,822 shares; 2024Q2: 18,541 shares; 2024Q3: 20,803 shares; 2024Q4: 17,242 shares 17,242 $1.21M 0.63% -3,561 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 6,237 shares 6,237 $1.19M 0.62% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 13,338 shares; 2023Q3: 13,591 shares; 2023Q4: 12,164 shares; 2024Q1: 11,712 shares; 2024Q2: 10,671 shares; 2024Q3: 10,541 shares; 2024Q4: 10,187 shares 10,187 $1.17M 0.61% -354 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,353 shares; 2023Q3: 2,343 shares; 2023Q4: 2,345 shares; 2024Q1: 2,348 shares; 2024Q2: 2,348 shares; 2024Q3: 2,510 shares; 2024Q4: 2,744 shares 2,744 $1.13M 0.59% +234 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 16,118 shares; 2023Q3: 16,100 shares; 2023Q4: 16,756 shares; 2024Q1: 17,697 shares; 2024Q2: 16,791 shares; 2024Q3: 16,752 shares; 2024Q4: 48,172 shares 48,172 $1.09M 0.57% +31,420 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 4,643 shares; 2023Q3: 4,665 shares; 2023Q4: 4,685 shares; 2024Q1: 4,852 shares; 2024Q2: 4,872 shares; 2024Q3: 4,887 shares; 2024Q4: 4,894 shares 4,894 $1.08M 0.56% +7 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 12,055 shares; 2023Q3: 12,058 shares; 2023Q4: 12,446 shares; 2024Q1: 9,649 shares; 2024Q2: 9,631 shares; 2024Q3: 9,501 shares; 2024Q4: 9,098 shares 9,098 $1.03M 0.54% -403 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 26,710 shares; 2023Q3: 26,710 shares; 2023Q4: 26,710 shares; 2024Q1: 26,710 shares; 2024Q2: 26,710 shares; 2024Q3: 23,485 shares; 2024Q4: 23,485 shares 23,485 $1.01M 0.53% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 974 shares; 2024Q2: 1,915 shares; 2024Q3: 3,020 shares; 2024Q4: 3,847 shares 3,847 $924K 0.48% +827 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,562 shares; 2024Q3: 2,850 shares; 2024Q4: 3,123 shares 3,123 $905K 0.47% +273 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,139 shares; 2023Q3: 3,139 shares; 2023Q4: 3,341 shares; 2024Q1: 1,762 shares; 2024Q2: 1,642 shares; 2024Q3: 1,680 shares; 2024Q4: 967 shares 967 $886K 0.46% -713 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 25,376 shares; 2023Q4: 25,346 shares; 2024Q1: 25,807 shares; 2024Q2: 25,837 shares; 2024Q3: 25,772 shares; 2024Q4: 25,645 shares 25,645 $874K 0.46% -127 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,567 shares; 2023Q3: 2,567 shares; 2023Q4: 3,090 shares; 2024Q1: 3,118 shares; 2024Q2: 3,363 shares; 2024Q3: 3,616 shares; 2024Q4: 3,977 shares 3,977 $873K 0.46% +361 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 51,653 shares; 2023Q3: 51,653 shares; 2023Q4: 51,664 shares; 2024Q1: 31,160 shares; 2024Q2: 29,164 shares; 2024Q3: 29,169 shares; 2024Q4: 18,693 shares 18,693 $822K 0.43% -10,476 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 1,020 shares; 2023Q4: 1,255 shares; 2024Q1: 1,687 shares; 2024Q2: 2,308 shares; 2024Q3: 2,818 shares; 2024Q4: 3,019 shares 3,019 $797K 0.42% +201 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 59,497 shares; 2023Q3: 54,496 shares; 2023Q4: 33,897 shares; 2024Q1: 6,434 shares; 2024Q2: 6,421 shares; 2024Q3: 6,561 shares; 2024Q4: 5,744 shares 5,744 $790K 0.41% -817 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,526 shares; 2023Q3: 3,526 shares; 2023Q4: 3,325 shares; 2024Q1: 3,321 shares; 2024Q2: 2,390 shares; 2024Q3: 2,402 shares; 2024Q4: 2,363 shares 2,363 $747K 0.39% -39 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,382 shares; 2023Q3: 1,382 shares; 2023Q4: 1,151 shares; 2024Q1: 1,162 shares; 2024Q2: 1,168 shares; 2024Q3: 1,169 shares; 2024Q4: 1,171 shares 1,171 $728K 0.38% +2 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 11,487 shares; 2023Q3: 10,077 shares; 2023Q4: 9,733 shares; 2024Q1: 6,863 shares; 2024Q2: 6,868 shares; 2024Q3: 6,871 shares; 2024Q4: 4,898 shares 4,898 $708K 0.37% -1,973 Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 15,782 shares; 2024Q4: 14,953 shares 14,953 $662K 0.35% -829 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,150 shares; 2023Q3: 2,158 shares; 2023Q4: 2,167 shares; 2024Q1: 2,175 shares; 2024Q2: 2,175 shares; 2024Q3: 2,182 shares; 2024Q4: 2,426 shares 2,426 $654K 0.34% +244 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 92,854 shares; 2023Q3: 87,587 shares; 2023Q4: 7,052 shares; 2024Q1: 6,671 shares; 2024Q2: 6,656 shares; 2024Q3: 6,685 shares; 2024Q4: 8,250 shares 8,250 $649K 0.34% +1,565 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,399 shares 4,399 $639K 0.33% new Timeline SBGI SINCLAIR INC More: the full row for SINCLAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 40,727 shares; 2023Q3: 43,298 shares; 2023Q4: 37,863 shares; 2024Q1: 37,354 shares; 2024Q2: 42,763 shares; 2024Q3: 39,084 shares; 2024Q4: 37,484 shares 37,484 $605K 0.32% -1,600 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 4,857 shares; 2023Q3: 4,852 shares; 2023Q4: 4,783 shares; 2024Q1: 3,757 shares; 2024Q2: 3,855 shares; 2024Q3: 3,874 shares; 2024Q4: 3,166 shares 3,166 $599K 0.31% -708 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 11,130 shares 11,130 $582K 0.3% new Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,644 shares; 2023Q3: 3,644 shares; 2023Q4: 3,644 shares; 2024Q1: 3,648 shares; 2024Q2: 3,648 shares; 2024Q3: 3,648 shares; 2024Q4: 3,644 shares 3,644 $581K 0.3% -4 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 8,471 shares; 2023Q3: 8,441 shares; 2023Q4: 8,091 shares; 2024Q1: 8,058 shares; 2024Q2: 7,958 shares; 2024Q3: 7,858 shares; 2024Q4: 7,658 shares 7,658 $567K 0.3% -200 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,793 shares; 2023Q3: 2,793 shares; 2023Q4: 2,793 shares; 2024Q1: 2,793 shares; 2024Q2: 2,978 shares; 2024Q3: 2,969 shares; 2024Q4: 2,969 shares 2,969 $567K 0.3% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 4,157 shares; 2023Q3: 4,164 shares; 2023Q4: 4,192 shares; 2024Q1: 11,492 shares; 2024Q2: 11,502 shares; 2024Q3: 11,523 shares; 2024Q4: 6,243 shares 6,243 $565K 0.3% -5,280 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 35,630 shares; 2023Q3: 28,655 shares; 2023Q4: 24,802 shares; 2024Q1: 20,263 shares; 2024Q2: 20,323 shares; 2024Q3: 20,923 shares; 2024Q4: 21,110 shares 21,110 $560K 0.29% +187 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 8,567 shares; 2023Q3: 8,596 shares; 2023Q4: 8,626 shares; 2024Q1: 5,652 shares; 2024Q2: 5,677 shares; 2024Q3: 5,900 shares; 2024Q4: 5,926 shares 5,926 $539K 0.28% +26 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 729 shares; 2023Q3: 729 shares; 2023Q4: 729 shares; 2024Q1: 875 shares; 2024Q2: 923 shares; 2024Q3: 892 shares; 2024Q4: 881 shares 881 $519K 0.27% -11 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 20,145 shares; 2023Q3: 16,543 shares; 2023Q4: 15,128 shares; 2024Q1: 14,861 shares; 2024Q2: 13,361 shares; 2024Q3: 13,397 shares; 2024Q4: 11,808 shares 11,808 $515K 0.27% -1,589 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 11,179 shares; 2023Q3: 10,884 shares; 2023Q4: 10,599 shares; 2024Q1: 10,665 shares; 2024Q2: 10,650 shares; 2024Q3: 10,889 shares; 2024Q4: 8,155 shares 8,155 $508K 0.27% -2,734 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,881 shares; 2024Q2: 5,333 shares; 2024Q3: 5,475 shares; 2024Q4: 18,426 shares 18,426 $503K 0.26% +12,951 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6,367 shares; 2024Q2: 9,137 shares; 2024Q3: 9,879 shares; 2024Q4: 13,835 shares 13,835 $496K 0.26% +3,956 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 49,698 shares; 2024Q2: 36,353 shares; 2024Q3: 17,191 shares; 2024Q4: 6,962 shares 6,962 $458K 0.24% -10,229 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,735 shares; 2023Q3: 2,705 shares; 2023Q4: 2,690 shares; 2024Q1: 2,690 shares; 2024Q2: 2,690 shares; 2024Q3: 2,690 shares; 2024Q4: 2,819 shares 2,819 $456K 0.24% +129 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 1,924 shares; 2023Q4: 1,926 shares; 2024Q1: 1,926 shares; 2024Q2: 1,926 shares; 2024Q3: 1,926 shares; 2024Q4: 1,968 shares 1,968 $440K 0.23% +42 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 31,616 shares; 2023Q3: 29,987 shares; 2023Q4: 26,066 shares; 2024Q1: 20,839 shares; 2024Q2: 20,839 shares; 2024Q3: 15,781 shares; 2024Q4: 7,287 shares 7,287 $436K 0.23% -8,494 Timeline OCUL OCULAR THERAPEUTIX INC More: the full row for OCULAR THERAPEUTIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 36,039 shares; 2024Q3: 47,691 shares; 2024Q4: 47,691 shares 47,691 $407K 0.21% 0 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,738 shares 10,738 $400K 0.21% new Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,655 shares; 2024Q3: 5,201 shares; 2024Q4: 5,220 shares 5,220 $397K 0.21% +19 Timeline ADVERUM BIOTECHNOLOGIES INC ADVERUM BIOTECHNOLOGIES INC More: the full row for ADVERUM BIOTECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 38,620 shares; 2024Q4: 84,173 shares 84,173 $393K 0.21% +45,553 MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,882 shares; 2023Q3: 2,917 shares; 2023Q4: 2,953 shares; 2024Q1: 2,992 shares; 2024Q2: 3,010 shares; 2024Q3: 3,023 shares; 2024Q4: 3,037 shares 3,037 $392K 0.2% +14 Timeline FPWR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 13,560 shares; 2023Q3: 13,560 shares; 2023Q4: 13,560 shares; 2024Q1: 13,560 shares; 2024Q2: 13,560 shares; 2024Q3: 13,560 shares; 2024Q4: 13,560 shares 13,560 $391K 0.2% 0 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 4,208 shares; 2023Q3: 4,200 shares; 2023Q4: 4,031 shares; 2024Q1: 4,031 shares; 2024Q2: 3,998 shares; 2024Q3: 4,022 shares; 2024Q4: 3,992 shares 3,992 $385K 0.2% -30 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 11,504 shares; 2023Q3: 11,255 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8,042 shares 8,042 $385K 0.2% new Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,642 shares; 2024Q4: 7,556 shares 7,556 $384K 0.2% +1,914 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,100 shares; 2023Q3: 1,100 shares; 2023Q4: 1,100 shares; 2024Q1: 1,100 shares; 2024Q2: 1,100 shares; 2024Q3: 1,100 shares; 2024Q4: 1,135 shares 1,135 $379K 0.2% +35 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,119 shares; 2023Q3: 3,119 shares; 2023Q4: 2,734 shares; 2024Q1: 2,707 shares; 2024Q2: 2,629 shares; 2024Q3: 3,529 shares; 2024Q4: 3,529 shares 3,529 $376K 0.2% 0 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 7,361 shares; 2024Q3: 8,826 shares; 2024Q4: 8,566 shares 8,566 $373K 0.2% -260 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 12,949 shares; 2023Q3: 12,967 shares; 2023Q4: 13,003 shares; 2024Q1: 10,003 shares; 2024Q2: 10,251 shares; 2024Q3: 10,135 shares; 2024Q4: 6,239 shares 6,239 $369K 0.19% -3,896 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 4,644 shares; 2023Q3: 4,644 shares; 2023Q4: 4,644 shares; 2024Q1: 2,144 shares; 2024Q2: 2,144 shares; 2024Q3: 2,152 shares; 2024Q4: 1,255 shares 1,255 $369K 0.19% -897 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 5,903 shares; 2023Q3: 5,878 shares; 2023Q4: 5,879 shares; 2024Q1: 4,849 shares; 2024Q2: 4,079 shares; 2024Q3: 3,481 shares; 2024Q4: 3,165 shares 3,165 $352K 0.18% -316 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 5,400 shares; 2023Q3: 5,400 shares; 2023Q4: 5,400 shares; 2024Q1: 2,906 shares; 2024Q2: 2,900 shares; 2024Q3: 2,900 shares; 2024Q4: 2,900 shares 2,900 $350K 0.18% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 4,120 shares; 2023Q3: 4,120 shares; 2023Q4: 4,120 shares; 2024Q1: 820 shares; 2024Q2: 490 shares; 2024Q3: 490 shares; 2024Q4: 490 shares 490 $345K 0.18% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 11,599 shares; 2023Q3: 11,595 shares; 2023Q4: 12,100 shares; 2024Q1: 12,170 shares; 2024Q2: 12,680 shares; 2024Q3: 12,935 shares; 2024Q4: 12,935 shares 12,935 $341K 0.18% 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 1,257 shares; 2023Q4: not reported; 2024Q1: 1,520 shares; 2024Q2: 1,521 shares; 2024Q3: 1,565 shares; 2024Q4: 2,293 shares 2,293 $332K 0.17% +728 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,136 shares; 2023Q3: 3,161 shares; 2023Q4: 3,490 shares; 2024Q1: 3,519 shares; 2024Q2: 3,547 shares; 2024Q3: 3,572 shares; 2024Q4: 3,069 shares 3,069 $331K 0.17% -503 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,325 shares; 2023Q3: 1,325 shares; 2023Q4: 1,300 shares; 2024Q1: 1,300 shares; 2024Q2: 1,300 shares; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares 1,300 $330K 0.17% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 4,379 shares; 2023Q3: 4,380 shares; 2023Q4: 4,351 shares; 2024Q1: 4,352 shares; 2024Q2: 4,353 shares; 2024Q3: 4,354 shares; 2024Q4: 4,301 shares 4,301 $329K 0.17% -53 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 622 shares; 2023Q3: 622 shares; 2023Q4: 622 shares; 2024Q1: 622 shares; 2024Q2: 622 shares; 2024Q3: 622 shares; 2024Q4: 632 shares 632 $329K 0.17% +10 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6,287 shares; 2024Q3: 7,314 shares; 2024Q4: 7,440 shares 7,440 $313K 0.16% +126 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 28,630 shares; 2023Q3: 27,630 shares; 2023Q4: 24,630 shares; 2024Q1: 22,630 shares; 2024Q2: 21,130 shares; 2024Q3: 21,130 shares; 2024Q4: 21,130 shares 21,130 $312K 0.16% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,091 shares; 2023Q3: 1,091 shares; 2023Q4: 1,087 shares; 2024Q1: 1,086 shares; 2024Q2: 1,083 shares; 2024Q3: 1,083 shares; 2024Q4: 1,081 shares 1,081 $306K 0.16% -2 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,835 shares; 2023Q3: 1,835 shares; 2023Q4: 2,365 shares; 2024Q1: 1,634 shares; 2024Q2: 1,734 shares; 2024Q3: 1,647 shares; 2024Q4: 1,336 shares 1,336 $303K 0.16% -311 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 5,548 shares; 2023Q3: 5,548 shares; 2023Q4: 6,955 shares; 2024Q1: 7,680 shares; 2024Q2: 7,680 shares; 2024Q3: 7,680 shares; 2024Q4: 7,680 shares 7,680 $289K 0.15% 0 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 11,386 shares; 2023Q3: 11,386 shares; 2023Q4: 13,311 shares; 2024Q1: 13,311 shares; 2024Q2: 13,311 shares; 2024Q3: 13,311 shares; 2024Q4: 11,386 shares 11,386 $281K 0.15% -1,925 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,569 shares; 2023Q3: 3,570 shares; 2023Q4: 3,572 shares; 2024Q1: 1,656 shares; 2024Q2: 1,658 shares; 2024Q3: 1,661 shares; 2024Q4: 1,663 shares 1,663 $277K 0.14% +2 Timeline EYPT EYEPOINT INC More: the full row for EYEPOINT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 36,640 shares; 2024Q4: 36,640 shares 36,640 $273K 0.14% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,624 shares; 2023Q3: 2,624 shares; 2023Q4: 2,631 shares; 2024Q1: 1,594 shares; 2024Q2: 1,597 shares; 2024Q3: 1,685 shares; 2024Q4: 1,778 shares 1,778 $273K 0.14% +93 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 9,244 shares; 2023Q3: 9,256 shares; 2023Q4: 9,267 shares; 2024Q1: 7,922 shares; 2024Q2: 7,933 shares; 2024Q3: 8,306 shares; 2024Q4: 6,677 shares 6,677 $267K 0.14% -1,629 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 520 shares; 2023Q3: 524 shares; 2023Q4: 528 shares; 2024Q1: 531 shares; 2024Q2: 535 shares; 2024Q3: 542 shares; 2024Q4: 545 shares 545 $265K 0.14% +3 Timeline NBH NEUBERGER MUN FD INC More: the full row for NEUBERGER MUN FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 25,198 shares; 2024Q4: 25,198 shares 25,198 $261K 0.14% 0 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,905 shares 4,905 $258K 0.13% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 9,137 shares; 2023Q3: 9,142 shares; 2023Q4: 11,112 shares; 2024Q1: 7,744 shares; 2024Q2: 7,744 shares; 2024Q3: 7,737 shares; 2024Q4: 5,727 shares 5,727 $257K 0.13% -2,010 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 18,411 shares; 2023Q3: 18,767 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9,743 shares 9,743 $252K 0.13% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 8,559 shares; 2023Q3: 9,671 shares; 2023Q4: 13,028 shares; 2024Q1: 8,202 shares; 2024Q2: 8,237 shares; 2024Q3: 8,380 shares; 2024Q4: 3,483 shares 3,483 $250K 0.13% -4,897 Timeline RXST RXSIGHT INC More: the full row for RXSIGHT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 7,258 shares; 2024Q3: 7,258 shares; 2024Q4: 7,258 shares 7,258 $250K 0.13% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 837 shares; 2024Q4: 839 shares 839 $249K 0.13% +2 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 11,780 shares; 2023Q3: 11,765 shares; 2023Q4: 11,765 shares; 2024Q1: 1,229 shares; 2024Q2: 1,229 shares; 2024Q3: 1,229 shares; 2024Q4: 1,009 shares 1,009 $249K 0.13% -220 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,190 shares; 2023Q3: 2,190 shares; 2023Q4: 2,190 shares; 2024Q1: 490 shares; 2024Q2: 490 shares; 2024Q3: 490 shares; 2024Q4: 490 shares 490 $244K 0.13% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 112,280 shares; 2023Q3: 103,662 shares; 2023Q4: 61,697 shares; 2024Q1: 57,592 shares; 2024Q2: 3,400 shares; 2024Q3: 2,790 shares; 2024Q4: 3,220 shares 3,220 $244K 0.13% +430 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,100 shares; 2024Q1: 3,100 shares; 2024Q2: 53,472 shares; 2024Q3: 53,352 shares; 2024Q4: 3,691 shares 3,691 $241K 0.13% -49,661 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 9,003 shares; 2023Q3: 9,003 shares; 2023Q4: 9,003 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,076 shares; 2024Q4: 2,076 shares 2,076 $240K 0.13% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 10,388 shares; 2023Q3: 10,156 shares; 2023Q4: 10,156 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 9,483 shares; 2024Q4: 9,541 shares 9,541 $217K 0.11% +58 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,687 shares; 2024Q2: 2,860 shares; 2024Q3: 2,860 shares; 2024Q4: 2,870 shares 2,870 $217K 0.11% +10 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 5,700 shares; 2023Q3: 5,700 shares; 2023Q4: 5,700 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,600 shares 2,600 $216K 0.11% new Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,088 shares 2,088 $212K 0.11% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,617 shares; 2023Q3: not reported; 2023Q4: 2,671 shares; 2024Q1: 2,698 shares; 2024Q2: 2,723 shares; 2024Q3: 2,744 shares; 2024Q4: 2,271 shares 2,271 $209K 0.11% -473 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,042 shares; 2023Q3: 1,042 shares; 2023Q4: 1,531 shares; 2024Q1: 1,125 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 527 shares 527 $205K 0.11% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,077 shares; 2023Q3: 1,051 shares; 2023Q4: 1,151 shares; 2024Q1: 1,151 shares; 2024Q2: 1,151 shares; 2024Q3: not reported; 2024Q4: 1,151 shares 1,151 $204K 0.11% new Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,210 shares 2,210 $201K 0.11% new Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,650 shares 1,650 $201K 0.1% new Timeline FVCB FVCBANKCORP INC More: the full row for FVCBANKCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 12,186 shares; 2023Q3: 12,186 shares; 2023Q4: 12,186 shares; 2024Q1: 12,186 shares; 2024Q2: 12,186 shares; 2024Q3: 12,186 shares; 2024Q4: 12,186 shares 12,186 $153K 0.08% 0 Timeline UAA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 27,189 shares; 2023Q3: 27,189 shares; 2023Q4: 27,185 shares; 2024Q1: 27,185 shares; 2024Q2: 20,185 shares; 2024Q3: 20,185 shares; 2024Q4: 15,185 shares 15,185 $126K 0.07% -5,000 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 10,236 shares; 2024Q3: 20,686 shares; 2024Q4: 25,372 shares 25,372 $100K 0.05% +4,686 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 32,566 shares; 2024Q2: 32,818 shares; 2024Q3: 24,545 shares; 2024Q4: 24,445 shares 24,445 $67.9K 0.04% -100 Timeline