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: restricted; 2023Q3: restricted; 2023Q4: 117,641 shares; 2024Q1: 117,591 shares; 2024Q2: 117,184 shares; 2024Q3: 117,512 shares; 2024Q4: 116,344 shares 116,344 $68.5M 12.16% -1,168 Timeline GNOV 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: restricted; 2023Q3: restricted; 2023Q4: 597,515 shares; 2024Q1: 649,966 shares; 2024Q2: 637,865 shares; 2024Q3: 622,667 shares; 2024Q4: 717,448 shares 717,448 $25.1M 4.46% +94,781 Timeline QUAL 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: restricted; 2023Q3: restricted; 2023Q4: 156,425 shares; 2024Q1: 165,804 shares; 2024Q2: 137,177 shares; 2024Q3: 140,290 shares; 2024Q4: 129,522 shares 129,522 $23.1M 4.1% -10,768 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 171,250 shares; 2024Q2: 232,061 shares; 2024Q3: 350,749 shares; 2024Q4: 383,786 shares 383,786 $19.7M 3.49% +33,037 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 51,198 shares; 2024Q2: 65,693 shares; 2024Q3: 78,377 shares; 2024Q4: 340,789 shares 340,789 $17.7M 3.15% +262,412 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 61,604 shares; 2024Q2: 68,638 shares; 2024Q3: 65,863 shares; 2024Q4: 65,960 shares 65,960 $16.7M 2.97% +97 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 640,896 shares; 2024Q1: 536,901 shares; 2024Q2: 478,701 shares; 2024Q3: 421,706 shares; 2024Q4: 320,882 shares 320,882 $16M 2.84% -100,824 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: restricted; 2023Q3: restricted; 2023Q4: 24,185 shares; 2024Q1: 24,177 shares; 2024Q2: 22,420 shares; 2024Q3: 22,578 shares; 2024Q4: 22,470 shares 22,470 $13.2M 2.34% -108 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: restricted; 2023Q3: restricted; 2023Q4: 81,399 shares; 2024Q1: 81,570 shares; 2024Q2: 77,042 shares; 2024Q3: 79,088 shares; 2024Q4: 76,871 shares 76,871 $12.3M 2.18% -2,217 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 381,733 shares; 2024Q1: 308,939 shares; 2024Q2: 302,502 shares; 2024Q3: 297,195 shares; 2024Q4: 297,195 shares 297,195 $9.6M 1.71% 0 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: restricted; 2023Q3: restricted; 2023Q4: 24,160 shares; 2024Q1: 28,226 shares; 2024Q2: 19,683 shares; 2024Q3: 20,991 shares; 2024Q4: 21,631 shares 21,631 $9.12M 1.62% +640 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: restricted; 2023Q3: restricted; 2023Q4: 10,491 shares; 2024Q1: 10,976 shares; 2024Q2: 10,651 shares; 2024Q3: 11,293 shares; 2024Q4: 89,760 shares 89,760 $8.7M 1.54% +78,467 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: restricted; 2023Q3: restricted; 2023Q4: 42,244 shares; 2024Q1: 57,591 shares; 2024Q2: 26,802 shares; 2024Q3: 32,145 shares; 2024Q4: 33,024 shares 33,024 $8.27M 1.47% +879 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: restricted; 2023Q3: restricted; 2023Q4: 2,220 shares; 2024Q1: 6,336 shares; 2024Q2: 31,847 shares; 2024Q3: 52,197 shares; 2024Q4: 51,484 shares 51,484 $6.91M 1.23% -713 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,419 shares; 2024Q1: 17,789 shares; 2024Q2: 8,468 shares; 2024Q3: 13,478 shares; 2024Q4: 13,457 shares 13,457 $6.88M 1.22% -21 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: restricted; 2023Q3: restricted; 2023Q4: 2,741 shares; 2024Q1: 13,594 shares; 2024Q2: 6,757 shares; 2024Q3: 9,531 shares; 2024Q4: 11,662 shares 11,662 $6.28M 1.12% +2,131 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,304 shares; 2024Q1: 10,244 shares; 2024Q2: 10,230 shares; 2024Q3: 10,350 shares; 2024Q4: 10,273 shares 10,273 $5.85M 1.04% -77 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: restricted; 2023Q3: restricted; 2023Q4: 16,231 shares; 2024Q1: 27,245 shares; 2024Q2: 19,072 shares; 2024Q3: 25,151 shares; 2024Q4: 25,560 shares 25,560 $5.61M 1% +409 Timeline IWM 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: restricted; 2023Q3: restricted; 2023Q4: 22,531 shares; 2024Q1: 22,594 shares; 2024Q2: 22,471 shares; 2024Q3: 22,466 shares; 2024Q4: 23,300 shares 23,300 $5.15M 0.91% +834 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: restricted; 2023Q3: restricted; 2023Q4: 17,145 shares; 2024Q1: 83,048 shares; 2024Q2: 80,801 shares; 2024Q3: 78,748 shares; 2024Q4: 76,309 shares 76,309 $4.75M 0.84% -2,439 Timeline GJAN 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: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 120,672 shares; 2024Q2: 146,087 shares; 2024Q3: 160,034 shares; 2024Q4: 121,858 shares 121,858 $4.71M 0.84% -38,176 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: restricted; 2023Q3: restricted; 2023Q4: 14,943 shares; 2024Q1: 15,018 shares; 2024Q2: 14,957 shares; 2024Q3: 15,655 shares; 2024Q4: 15,679 shares 15,679 $4.54M 0.81% +24 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: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 43,915 shares; 2024Q2: 47,344 shares; 2024Q3: 51,270 shares; 2024Q4: 76,860 shares 76,860 $4.42M 0.79% +25,590 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: restricted; 2023Q3: restricted; 2023Q4: 2,241 shares; 2024Q1: 25,979 shares; 2024Q2: 3,004 shares; 2024Q3: 24,900 shares; 2024Q4: 25,423 shares 25,423 $4.26M 0.76% +523 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: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 42,603 shares; 2024Q2: 43,497 shares; 2024Q3: 43,827 shares; 2024Q4: 72,688 shares 72,688 $4.1M 0.73% +28,861 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,112 shares; 2024Q1: 11,318 shares; 2024Q2: 10,813 shares; 2024Q3: 10,594 shares; 2024Q4: 11,174 shares 11,174 $3.71M 0.66% +580 Timeline CGBD CARLYLE SECURED LENDING INC More: the full row for CARLYLE SECURED LENDING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 201,817 shares; 2024Q1: 211,750 shares; 2024Q2: 197,990 shares; 2024Q3: 197,990 shares; 2024Q4: 197,990 shares 197,990 $3.55M 0.63% 0 Timeline BCSF BAIN CAP SPECIALTY FIN INC More: the full row for BAIN CAP SPECIALTY FIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 110,218 shares; 2024Q1: 143,509 shares; 2024Q2: 171,158 shares; 2024Q3: 187,479 shares; 2024Q4: 200,289 shares 200,289 $3.51M 0.62% +12,810 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: restricted; 2023Q3: restricted; 2023Q4: 14,337 shares; 2024Q1: 32,112 shares; 2024Q2: 15,695 shares; 2024Q3: 19,072 shares; 2024Q4: 19,495 shares 19,495 $3.42M 0.61% +423 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 105,983 shares; 2024Q1: 105,986 shares; 2024Q2: 105,827 shares; 2024Q3: 105,761 shares; 2024Q4: 105,723 shares 105,723 $3.41M 0.61% -38 Timeline HEFA 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: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 53,160 shares; 2024Q2: 61,791 shares; 2024Q3: 89,085 shares; 2024Q4: 95,950 shares 95,950 $3.33M 0.59% +6,865 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: restricted; 2023Q3: restricted; 2023Q4: 69,924 shares; 2024Q1: 51,566 shares; 2024Q2: 51,736 shares; 2024Q3: 53,036 shares; 2024Q4: 37,380 shares 37,380 $3.26M 0.58% -15,656 Timeline OEF 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: restricted; 2023Q3: restricted; 2023Q4: 1,427 shares; 2024Q1: 18,122 shares; 2024Q2: 7,383 shares; 2024Q3: 11,705 shares; 2024Q4: 11,295 shares 11,295 $3.26M 0.58% -410 Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 110,804 shares; 2024Q1: 116,423 shares; 2024Q2: 118,077 shares; 2024Q3: 122,293 shares; 2024Q4: 126,128 shares 126,128 $3.19M 0.57% +3,835 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 46,333 shares; 2024Q2: 22,154 shares; 2024Q3: 42,248 shares; 2024Q4: 42,602 shares 42,602 $2.94M 0.52% +354 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: restricted; 2023Q3: restricted; 2023Q4: 7,453 shares; 2024Q1: 28,091 shares; 2024Q2: 10,194 shares; 2024Q3: 13,289 shares; 2024Q4: 15,375 shares 15,375 $2.91M 0.52% +2,086 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 41,779 shares; 2024Q1: 68,117 shares; 2024Q2: 17,148 shares; 2024Q3: 17,415 shares; 2024Q4: 51,247 shares 51,247 $2.9M 0.51% +33,832 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: restricted; 2023Q3: restricted; 2023Q4: 16,229 shares; 2024Q1: 15,653 shares; 2024Q2: 14,788 shares; 2024Q3: 15,978 shares; 2024Q4: 16,040 shares 16,040 $2.85M 0.51% +62 Timeline ITOT 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: restricted; 2023Q3: restricted; 2023Q4: 37,391 shares; 2024Q1: 21,395 shares; 2024Q2: 21,571 shares; 2024Q3: 21,460 shares; 2024Q4: 21,540 shares 21,540 $2.77M 0.49% +80 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: restricted; 2023Q3: restricted; 2023Q4: 4,883 shares; 2024Q1: 6,294 shares; 2024Q2: 21,266 shares; 2024Q3: 17,785 shares; 2024Q4: 18,647 shares 18,647 $2.7M 0.48% +862 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: restricted; 2023Q3: restricted; 2023Q4: 7,784 shares; 2024Q1: 7,834 shares; 2024Q2: 7,854 shares; 2024Q3: 6,663 shares; 2024Q4: 6,903 shares 6,903 $2.69M 0.48% +240 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: restricted; 2023Q3: restricted; 2023Q4: 9,003 shares; 2024Q1: 9,183 shares; 2024Q2: 6,169 shares; 2024Q3: 42,734 shares; 2024Q4: 45,286 shares 45,286 $2.68M 0.48% +2,552 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 27,263 shares; 2024Q2: 29,049 shares; 2024Q3: 38,944 shares; 2024Q4: 41,014 shares 41,014 $2.59M 0.46% +2,070 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 24,444 shares; 2024Q1: 25,598 shares; 2024Q2: 25,995 shares; 2024Q3: 20,763 shares; 2024Q4: 20,493 shares 20,493 $2.58M 0.46% -270 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: restricted; 2023Q3: restricted; 2023Q4: 39,951 shares; 2024Q1: 39,777 shares; 2024Q2: 38,660 shares; 2024Q3: 31,011 shares; 2024Q4: 30,413 shares 30,413 $2.51M 0.45% -598 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: restricted; 2023Q3: restricted; 2023Q4: 13,209 shares; 2024Q1: 13,635 shares; 2024Q2: 12,998 shares; 2024Q3: 7,528 shares; 2024Q4: 8,780 shares 8,780 $2.47M 0.44% +1,252 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: restricted; 2023Q3: restricted; 2023Q4: 70,181 shares; 2024Q1: 33,587 shares; 2024Q2: 32,739 shares; 2024Q3: 23,508 shares; 2024Q4: 24,148 shares 24,148 $2.45M 0.44% +640 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,867 shares; 2024Q1: 7,831 shares; 2024Q2: 7,515 shares; 2024Q3: 4,293 shares; 2024Q4: 4,276 shares 4,276 $2.45M 0.43% -17 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16,075 shares; 2024Q1: 15,364 shares; 2024Q2: 14,892 shares; 2024Q3: 12,460 shares; 2024Q4: 12,674 shares 12,674 $2.44M 0.43% +214 Timeline IWF 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: restricted; 2023Q3: restricted; 2023Q4: 6,191 shares; 2024Q1: 6,165 shares; 2024Q2: 6,078 shares; 2024Q3: 6,087 shares; 2024Q4: 5,928 shares 5,928 $2.38M 0.42% -159 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 34,978 shares; 2024Q1: 35,132 shares; 2024Q2: 35,735 shares; 2024Q3: 29,001 shares; 2024Q4: 29,108 shares 29,108 $2.36M 0.42% +107 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,463 shares; 2024Q1: 3,637 shares; 2024Q2: 3,550 shares; 2024Q3: 3,642 shares; 2024Q4: 3,699 shares 3,699 $2.35M 0.42% +57 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: restricted; 2023Q3: restricted; 2023Q4: 90,926 shares; 2024Q1: 91,244 shares; 2024Q2: 89,675 shares; 2024Q3: 52,253 shares; 2024Q4: 52,964 shares 52,964 $2.33M 0.41% +711 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,377 shares; 2024Q1: 50,599 shares; 2024Q2: 70,806 shares; 2024Q3: 58,604 shares; 2024Q4: 61,038 shares 61,038 $2.29M 0.41% +2,434 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 17,129 shares; 2024Q1: 16,925 shares; 2024Q2: 16,646 shares; 2024Q3: 13,802 shares; 2024Q4: 13,918 shares 13,918 $2.27M 0.4% +116 Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 19,297 shares; 2024Q1: 19,409 shares; 2024Q2: 18,803 shares; 2024Q3: 31,814 shares; 2024Q4: 32,173 shares 32,173 $2.27M 0.4% +359 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,749 shares; 2024Q1: 10,623 shares; 2024Q2: 10,338 shares; 2024Q3: 8,067 shares; 2024Q4: 7,973 shares 7,973 $2.08M 0.37% -94 Timeline IWD 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: restricted; 2023Q3: restricted; 2023Q4: 9,944 shares; 2024Q1: 9,860 shares; 2024Q2: 10,051 shares; 2024Q3: 10,784 shares; 2024Q4: 11,054 shares 11,054 $2.05M 0.36% +270 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: restricted; 2023Q3: restricted; 2023Q4: 26,217 shares; 2024Q1: 26,291 shares; 2024Q2: 25,507 shares; 2024Q3: 26,267 shares; 2024Q4: 26,235 shares 26,235 $1.98M 0.35% -32 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: restricted; 2023Q3: restricted; 2023Q4: 26,844 shares; 2024Q1: 26,841 shares; 2024Q2: 26,716 shares; 2024Q3: 21,883 shares; 2024Q4: 21,615 shares 21,615 $1.97M 0.35% -268 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 8,707 shares; 2024Q2: 8,528 shares; 2024Q3: 6,827 shares; 2024Q4: 6,840 shares 6,840 $1.95M 0.35% +13 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,903 shares; 2024Q1: 30,709 shares; 2024Q2: 12,577 shares; 2024Q3: 21,671 shares; 2024Q4: 20,942 shares 20,942 $1.94M 0.34% -729 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: restricted; 2023Q3: restricted; 2023Q4: 54,894 shares; 2024Q1: 51,886 shares; 2024Q2: 60,600 shares; 2024Q3: 47,404 shares; 2024Q4: 47,882 shares 47,882 $1.91M 0.34% +478 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 15,536 shares; 2024Q2: 15,385 shares; 2024Q3: 12,335 shares; 2024Q4: 12,358 shares 12,358 $1.91M 0.34% +23 Timeline DGRO 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: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 36,802 shares; 2024Q2: 12,967 shares; 2024Q3: 30,506 shares; 2024Q4: 31,088 shares 31,088 $1.91M 0.34% +582 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 57,493 shares; 2024Q1: 56,918 shares; 2024Q2: 55,088 shares; 2024Q3: 44,043 shares; 2024Q4: 44,039 shares 44,039 $1.87M 0.33% -4 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,755 shares; 2024Q1: 10,664 shares; 2024Q2: 10,444 shares; 2024Q3: 8,424 shares; 2024Q4: 8,230 shares 8,230 $1.86M 0.33% -194 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,762 shares; 2024Q1: not reported; 2024Q2: 23,448 shares; 2024Q3: 20,977 shares; 2024Q4: 20,278 shares 20,278 $1.85M 0.33% -699 Timeline IFRA 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: restricted; 2023Q3: restricted; 2023Q4: 32,893 shares; 2024Q1: 34,422 shares; 2024Q2: 36,494 shares; 2024Q3: 39,743 shares; 2024Q4: 39,950 shares 39,950 $1.85M 0.33% +207 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 24,566 shares; 2024Q3: 19,694 shares; 2024Q4: 19,591 shares 19,591 $1.84M 0.33% -103 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 29,282 shares; 2024Q3: 23,381 shares; 2024Q4: 23,827 shares 23,827 $1.83M 0.33% +446 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 8,120 shares; 2024Q4: 51,178 shares 51,178 $1.8M 0.32% +43,058 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 14,598 shares 14,598 $1.79M 0.32% new 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: restricted; 2023Q3: restricted; 2023Q4: 2,231 shares; 2024Q1: 14,685 shares; 2024Q2: 14,183 shares; 2024Q3: 11,634 shares; 2024Q4: 11,585 shares 11,585 $1.76M 0.31% -49 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 29,048 shares; 2024Q1: 29,069 shares; 2024Q2: 28,091 shares; 2024Q3: 23,035 shares; 2024Q4: 23,071 shares 23,071 $1.76M 0.31% +36 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: restricted; 2023Q3: restricted; 2023Q4: 14,165 shares; 2024Q1: 14,208 shares; 2024Q2: 13,704 shares; 2024Q3: 14,542 shares; 2024Q4: 15,513 shares 15,513 $1.75M 0.31% +971 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,391 shares; 2024Q1: 13,280 shares; 2024Q2: 13,031 shares; 2024Q3: 10,436 shares; 2024Q4: 10,446 shares 10,446 $1.71M 0.3% +10 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: restricted; 2023Q3: restricted; 2023Q4: 4,208 shares; 2024Q1: 7,665 shares; 2024Q2: 3,742 shares; 2024Q3: 6,387 shares; 2024Q4: 7,034 shares 7,034 $1.69M 0.3% +647 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 485 shares; 2024Q1: 1,828 shares; 2024Q2: 1,134 shares; 2024Q3: 2,191 shares; 2024Q4: 2,170 shares 2,170 $1.68M 0.3% -21 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,899 shares; 2024Q1: 15,506 shares; 2024Q2: 15,705 shares; 2024Q3: 12,721 shares; 2024Q4: 12,742 shares 12,742 $1.67M 0.3% +21 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,903 shares; 2024Q1: 15,860 shares; 2024Q2: 15,400 shares; 2024Q3: 20,195 shares; 2024Q4: 19,471 shares 19,471 $1.66M 0.29% -724 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: restricted; 2023Q3: restricted; 2023Q4: 1,164 shares; 2024Q1: 1,874 shares; 2024Q2: 1,110 shares; 2024Q3: 1,779 shares; 2024Q4: 1,774 shares 1,774 $1.63M 0.29% -5 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,607 shares; 2024Q1: 4,113 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 21,402 shares 21,402 $1.62M 0.29% new Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 18,139 shares; 2024Q2: 18,012 shares; 2024Q3: 14,364 shares; 2024Q4: 14,302 shares 14,302 $1.62M 0.29% -62 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: restricted; 2023Q3: restricted; 2023Q4: 24,594 shares; 2024Q1: 26,196 shares; 2024Q2: 24,922 shares; 2024Q3: 26,322 shares; 2024Q4: 25,923 shares 25,923 $1.61M 0.29% -399 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 42,819 shares; 2024Q1: 42,549 shares; 2024Q2: 25,632 shares; 2024Q3: 21,032 shares; 2024Q4: 20,947 shares 20,947 $1.61M 0.29% -85 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 21,309 shares; 2024Q1: 21,042 shares; 2024Q2: 20,681 shares; 2024Q3: 16,516 shares; 2024Q4: 16,512 shares 16,512 $1.6M 0.28% -4 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,501 shares; 2024Q1: 7,572 shares; 2024Q2: 7,569 shares; 2024Q3: 6,158 shares; 2024Q4: 5,790 shares 5,790 $1.6M 0.28% -368 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,360 shares; 2024Q1: 12,323 shares; 2024Q2: 11,454 shares; 2024Q3: 9,263 shares; 2024Q4: 9,261 shares 9,261 $1.59M 0.28% -2 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,037 shares; 2024Q1: 22,065 shares; 2024Q2: 43,836 shares; 2024Q3: 57,220 shares; 2024Q4: 72,845 shares 72,845 $1.58M 0.28% +15,625 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,355 shares; 2024Q1: 2,761 shares; 2024Q2: 1,672 shares; 2024Q3: 2,505 shares; 2024Q4: 2,666 shares 2,666 $1.56M 0.28% +161 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: restricted; 2023Q3: restricted; 2023Q4: 4,472 shares; 2024Q1: 20,762 shares; 2024Q2: 5,935 shares; 2024Q3: 7,147 shares; 2024Q4: 7,891 shares 7,891 $1.5M 0.27% +744 Timeline LQD 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: restricted; 2023Q3: restricted; 2023Q4: 22,274 shares; 2024Q1: 40,340 shares; 2024Q2: 16,039 shares; 2024Q3: 13,477 shares; 2024Q4: 13,855 shares 13,855 $1.48M 0.26% +378 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 1,799 shares; 2024Q2: not reported; 2024Q3: 1,759 shares; 2024Q4: 1,654 shares 1,654 $1.47M 0.26% -105 Timeline IWR 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: restricted; 2023Q3: restricted; 2023Q4: 6,365 shares; 2024Q1: 20,401 shares; 2024Q2: 9,419 shares; 2024Q3: 14,332 shares; 2024Q4: 16,467 shares 16,467 $1.46M 0.26% +2,135 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,492 shares; 2024Q1: 6,189 shares; 2024Q2: 5,653 shares; 2024Q3: 6,170 shares; 2024Q4: 6,674 shares 6,674 $1.42M 0.25% +504 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 387 shares; 2024Q1: 485 shares; 2024Q2: 355 shares; 2024Q3: 3,783 shares; 2024Q4: 6,064 shares 6,064 $1.41M 0.25% +2,281 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: restricted; 2023Q3: restricted; 2023Q4: 1,602 shares; 2024Q1: 3,719 shares; 2024Q2: 1,347 shares; 2024Q3: 3,058 shares; 2024Q4: 3,066 shares 3,066 $1.39M 0.25% +8 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 31,074 shares; 2024Q1: 30,831 shares; 2024Q2: 30,611 shares; 2024Q3: 25,461 shares; 2024Q4: 24,707 shares 24,707 $1.38M 0.25% -754 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 28,207 shares; 2024Q1: 28,350 shares; 2024Q2: 28,107 shares; 2024Q3: 21,742 shares; 2024Q4: 22,588 shares 22,588 $1.37M 0.24% +846 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 57,941 shares; 2024Q1: 29,086 shares; 2024Q2: 20,953 shares; 2024Q3: 16,010 shares; 2024Q4: 15,244 shares 15,244 $1.35M 0.24% -766 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,067 shares; 2024Q1: 12,209 shares; 2024Q2: 12,600 shares; 2024Q3: 10,120 shares; 2024Q4: 9,679 shares 9,679 $1.35M 0.24% -441 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 3,639 shares; 2024Q2: 1,302 shares; 2024Q3: 2,472 shares; 2024Q4: 2,505 shares 2,505 $1.32M 0.23% +33 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 66,612 shares; 2024Q1: 65,808 shares; 2024Q2: 63,833 shares; 2024Q3: 51,660 shares; 2024Q4: 46,494 shares 46,494 $1.29M 0.23% -5,166 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 40,392 shares; 2024Q1: 38,911 shares; 2024Q2: 37,942 shares; 2024Q3: 30,363 shares; 2024Q4: 30,877 shares 30,877 $1.27M 0.23% +514 Timeline 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: restricted; 2023Q3: restricted; 2023Q4: 28,533 shares; 2024Q1: not reported; 2024Q2: 9,689 shares; 2024Q3: 9,740 shares; 2024Q4: 9,740 shares 9,740 $1.26M 0.22% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,397 shares; 2024Q1: 9,203 shares; 2024Q2: 7,755 shares; 2024Q3: 7,892 shares; 2024Q4: 7,422 shares 7,422 $1.24M 0.22% -470 Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 83,149 shares; 2024Q1: 82,966 shares; 2024Q2: 85,514 shares; 2024Q3: 64,684 shares; 2024Q4: 59,753 shares 59,753 $1.23M 0.22% -4,931 Timeline FLOT 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: restricted; 2023Q3: restricted; 2023Q4: 14,943 shares; 2024Q1: 14,943 shares; 2024Q2: 30,553 shares; 2024Q3: 43,166 shares; 2024Q4: 23,768 shares 23,768 $1.21M 0.21% -19,398 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,713 shares; 2024Q1: 10,692 shares; 2024Q2: 5,263 shares; 2024Q3: 4,156 shares; 2024Q4: 22,344 shares 22,344 $1.19M 0.21% +18,188 Timeline ICSH 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: restricted; 2023Q3: restricted; 2023Q4: 27,977 shares; 2024Q1: 27,977 shares; 2024Q2: 23,027 shares; 2024Q3: 23,027 shares; 2024Q4: 23,027 shares 23,027 $1.16M 0.21% 0 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: restricted; 2023Q3: restricted; 2023Q4: 4,059 shares; 2024Q1: 4,229 shares; 2024Q2: 4,059 shares; 2024Q3: 4,229 shares; 2024Q4: 4,229 shares 4,229 $1.14M 0.2% 0 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: restricted; 2023Q3: restricted; 2023Q4: 8,183 shares; 2024Q1: 8,407 shares; 2024Q2: 8,316 shares; 2024Q3: 8,302 shares; 2024Q4: 9,765 shares 9,765 $1.13M 0.2% +1,463 Timeline EMB 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: restricted; 2023Q3: restricted; 2023Q4: 10,009 shares; 2024Q1: 10,434 shares; 2024Q2: 12,534 shares; 2024Q3: 12,637 shares; 2024Q4: 12,631 shares 12,631 $1.12M 0.2% -6 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: restricted; 2023Q3: restricted; 2023Q4: 3,191 shares; 2024Q1: 3,690 shares; 2024Q2: 3,027 shares; 2024Q3: 2,455 shares; 2024Q4: 7,691 shares 7,691 $1.11M 0.2% +5,236 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: restricted; 2023Q3: restricted; 2023Q4: 13,767 shares; 2024Q1: 14,078 shares; 2024Q2: 13,767 shares; 2024Q3: 14,073 shares; 2024Q4: 40,692 shares 40,692 $1.11M 0.2% +26,619 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: restricted; 2023Q3: restricted; 2023Q4: 33,091 shares; 2024Q1: 33,964 shares; 2024Q2: 11,955 shares; 2024Q3: 10,774 shares; 2024Q4: 10,219 shares 10,219 $1.1M 0.2% -555 Timeline Blue Owl Capital Corp III Blue Owl Capital Corp III More: the full row for Blue Owl Capital Corp III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 31,053 shares; 2024Q2: 57,445 shares; 2024Q3: 75,470 shares; 2024Q4: 75,470 shares 75,470 $1.09M 0.19% 0 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: restricted; 2023Q3: restricted; 2023Q4: 13,424 shares; 2024Q1: 18,052 shares; 2024Q2: 1,295 shares; 2024Q3: 4,253 shares; 2024Q4: 4,408 shares 4,408 $1.09M 0.19% +155 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: restricted; 2023Q3: restricted; 2023Q4: 2,447 shares; 2024Q1: 2,432 shares; 2024Q2: 2,469 shares; 2024Q3: 3,229 shares; 2024Q4: 3,355 shares 3,355 $1.06M 0.19% +126 Timeline IWB 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: restricted; 2023Q3: restricted; 2023Q4: 3,418 shares; 2024Q1: 3,288 shares; 2024Q2: 3,238 shares; 2024Q3: 3,288 shares; 2024Q4: 3,288 shares 3,288 $1.06M 0.19% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,151 shares; 2024Q1: 4,674 shares; 2024Q2: 4,545 shares; 2024Q3: 4,327 shares; 2024Q4: 4,725 shares 4,725 $994K 0.18% +398 Timeline VOOG 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,130 shares; 2024Q1: 2,660 shares; 2024Q2: 2,660 shares; 2024Q3: 2,660 shares; 2024Q4: 2,641 shares 2,641 $967K 0.17% -19 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,794 shares; 2024Q1: 10,476 shares; 2024Q2: 9,337 shares; 2024Q3: 9,284 shares; 2024Q4: 9,562 shares 9,562 $951K 0.17% +278 Timeline ICVT 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: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 5,606 shares; 2024Q2: 6,708 shares; 2024Q3: 9,197 shares; 2024Q4: 11,113 shares 11,113 $944K 0.17% +1,916 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,457 shares; 2024Q1: 7,803 shares; 2024Q2: 6,008 shares; 2024Q3: 7,221 shares; 2024Q4: 7,501 shares 7,501 $930K 0.17% +280 Timeline PGX 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 95,895 shares; 2024Q2: 56,199 shares; 2024Q3: 79,549 shares; 2024Q4: 78,661 shares 78,661 $907K 0.16% -888 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 1,661 shares; 2024Q2: 635 shares; 2024Q3: 1,619 shares; 2024Q4: 1,791 shares 1,791 $906K 0.16% +172 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8,196 shares 8,196 $866K 0.15% new 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: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,791 shares 3,791 $860K 0.15% new Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 50,721 shares; 2024Q3: 71,185 shares; 2024Q4: 29,562 shares 29,562 $848K 0.15% -41,623 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 33,935 shares; 2024Q1: 34,270 shares; 2024Q2: not reported; 2024Q3: 4,281 shares; 2024Q4: 4,588 shares 4,588 $838K 0.15% +307 Timeline GJUN 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: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 32,140 shares; 2024Q4: 23,171 shares 23,171 $834K 0.15% -8,969 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: restricted; 2023Q3: restricted; 2023Q4: 20,691 shares; 2024Q1: 20,649 shares; 2024Q2: 3,362 shares; 2024Q3: 3,845 shares; 2024Q4: 3,790 shares 3,790 $833K 0.15% -55 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 17,669 shares; 2024Q1: 17,594 shares; 2024Q2: 15,249 shares; 2024Q3: 12,635 shares; 2024Q4: 12,570 shares 12,570 $813K 0.14% -65 Timeline IGRO 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: restricted; 2023Q3: restricted; 2023Q4: 9,055 shares; 2024Q1: 9,209 shares; 2024Q2: 10,902 shares; 2024Q3: 11,452 shares; 2024Q4: 11,925 shares 11,925 $810K 0.14% +473 Timeline 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: restricted; 2023Q3: restricted; 2023Q4: 141,124 shares; 2024Q1: 73,420 shares; 2024Q2: 57,327 shares; 2024Q3: 19,164 shares; 2024Q4: 15,897 shares 15,897 $802K 0.14% -3,267 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 11,034 shares 11,034 $797K 0.14% new Timeline IXC 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: restricted; 2023Q3: restricted; 2023Q4: 73,036 shares; 2024Q1: 81,288 shares; 2024Q2: 40,950 shares; 2024Q3: 25,189 shares; 2024Q4: 20,704 shares 20,704 $790K 0.14% -4,485 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,595 shares; 2024Q1: 6,034 shares; 2024Q2: 6,468 shares; 2024Q3: 7,511 shares; 2024Q4: 7,924 shares 7,924 $786K 0.14% +413 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: restricted; 2023Q3: restricted; 2023Q4: 25,124 shares; 2024Q1: 26,018 shares; 2024Q2: 26,517 shares; 2024Q3: 27,393 shares; 2024Q4: 29,246 shares 29,246 $776K 0.14% +1,853 Timeline IXUS 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: restricted; 2023Q3: restricted; 2023Q4: 12,760 shares; 2024Q1: 12,904 shares; 2024Q2: 12,904 shares; 2024Q3: 12,824 shares; 2024Q4: 11,629 shares 11,629 $769K 0.14% -1,195 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 1,358 shares; 2024Q2: not reported; 2024Q3: 1,272 shares; 2024Q4: 1,277 shares 1,277 $766K 0.14% +5 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: restricted; 2023Q3: restricted; 2023Q4: 1,363 shares; 2024Q1: 1,565 shares; 2024Q2: 1,228 shares; 2024Q3: 1,448 shares; 2024Q4: 1,436 shares 1,436 $747K 0.13% -12 Timeline VNQ 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: restricted; 2023Q3: restricted; 2023Q4: 6,510 shares; 2024Q1: 7,079 shares; 2024Q2: 7,460 shares; 2024Q3: 8,954 shares; 2024Q4: 8,320 shares 8,320 $741K 0.13% -634 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,950 shares; 2024Q1: 1,958 shares; 2024Q2: 1,968 shares; 2024Q3: 1,965 shares; 2024Q4: 1,616 shares 1,616 $723K 0.13% -349 Timeline SHY 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: restricted; 2023Q3: restricted; 2023Q4: 9,367 shares; 2024Q1: 9,837 shares; 2024Q2: 10,021 shares; 2024Q3: 8,593 shares; 2024Q4: 8,436 shares 8,436 $692K 0.12% -157 Timeline XLE 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: restricted; 2023Q3: restricted; 2023Q4: 7,814 shares; 2024Q1: 7,814 shares; 2024Q2: 7,734 shares; 2024Q3: 7,734 shares; 2024Q4: 7,734 shares 7,734 $663K 0.12% 0 Timeline ACWI 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: restricted; 2023Q3: restricted; 2023Q4: 6,892 shares; 2024Q1: 5,575 shares; 2024Q2: 5,575 shares; 2024Q3: 5,575 shares; 2024Q4: 5,575 shares 5,575 $655K 0.12% 0 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,615 shares 10,615 $641K 0.11% new Timeline MTUM 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: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 3,175 shares; 2024Q2: 1,054 shares; 2024Q3: 3,018 shares; 2024Q4: 3,066 shares 3,066 $634K 0.11% +48 Timeline IWP 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: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 4,900 shares; 2024Q2: not reported; 2024Q3: 4,900 shares; 2024Q4: 4,900 shares 4,900 $621K 0.11% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 118 shares; 2024Q1: 117 shares; 2024Q2: 123 shares; 2024Q3: 120 shares; 2024Q4: 123 shares 123 $611K 0.11% +3 Timeline EEM 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: restricted; 2023Q3: restricted; 2023Q4: 13,272 shares; 2024Q1: 13,217 shares; 2024Q2: 12,339 shares; 2024Q3: 13,455 shares; 2024Q4: 14,298 shares 14,298 $598K 0.11% +843 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 14,416 shares 14,416 $583K 0.1% new 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: restricted; 2023Q3: restricted; 2023Q4: 521 shares; 2024Q1: 902 shares; 2024Q2: 902 shares; 2024Q3: 902 shares; 2024Q4: 902 shares 902 $561K 0.1% 0 Timeline VSS 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,763 shares; 2024Q1: 4,876 shares; 2024Q2: 4,876 shares; 2024Q3: 4,876 shares; 2024Q4: 4,876 shares 4,876 $558K 0.1% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 538 shares 538 $552K 0.1% new Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,961 shares; 2024Q1: 1,911 shares; 2024Q2: 1,912 shares; 2024Q3: 1,914 shares; 2024Q4: 1,916 shares 1,916 $551K 0.1% +2 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 30,977 shares 30,977 $548K 0.1% new Timeline MGK 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: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 4,361 shares; 2024Q2: 1,351 shares; 2024Q3: 2,506 shares; 2024Q4: 1,548 shares 1,548 $532K 0.09% -958 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: restricted; 2023Q3: restricted; 2023Q4: 9,122 shares; 2024Q1: 9,122 shares; 2024Q2: 9,122 shares; 2024Q3: 9,122 shares; 2024Q4: 22,830 shares 22,830 $529K 0.09% +13,708 Timeline VXF 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: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,701 shares 2,701 $513K 0.09% new Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,062 shares; 2024Q1: 10,062 shares; 2024Q2: 10,062 shares; 2024Q3: 10,062 shares; 2024Q4: 10,062 shares 10,062 $508K 0.09% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,246 shares; 2024Q1: 3,574 shares; 2024Q2: 2,347 shares; 2024Q3: 2,330 shares; 2024Q4: 2,115 shares 2,115 $507K 0.09% -215 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16,505 shares; 2024Q1: 8,545 shares; 2024Q2: 8,566 shares; 2024Q3: 8,437 shares; 2024Q4: 8,805 shares 8,805 $505K 0.09% +368 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 8,487 shares; 2024Q2: not reported; 2024Q3: 5,053 shares; 2024Q4: 4,446 shares 4,446 $491K 0.09% -607 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,749 shares; 2024Q1: 10,219 shares; 2024Q2: 9,261 shares; 2024Q3: 9,053 shares; 2024Q4: 9,036 shares 9,036 $472K 0.08% -17 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,272 shares; 2024Q1: 6,183 shares; 2024Q2: 8,935 shares; 2024Q3: 9,129 shares; 2024Q4: 8,988 shares 8,988 $470K 0.08% -141 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: restricted; 2023Q3: restricted; 2023Q4: 3,379 shares; 2024Q1: 4,205 shares; 2024Q2: 5,136 shares; 2024Q3: 5,129 shares; 2024Q4: 6,504 shares 6,504 $466K 0.08% +1,375 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 1,780 shares; 2024Q2: not reported; 2024Q3: 1,405 shares; 2024Q4: 1,100 shares 1,100 $466K 0.08% -305 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,615 shares; 2024Q1: 2,441 shares; 2024Q2: not reported; 2024Q3: 1,204 shares; 2024Q4: 1,391 shares 1,391 $465K 0.08% +187 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 985 shares; 2024Q2: not reported; 2024Q3: 950 shares; 2024Q4: 955 shares 955 $448K 0.08% +5 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: restricted; 2023Q3: restricted; 2023Q4: 1,327 shares; 2024Q1: 1,883 shares; 2024Q2: 1,029 shares; 2024Q3: 1,152 shares; 2024Q4: 1,085 shares 1,085 $445K 0.08% -67 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,858 shares; 2024Q4: 4,600 shares 4,600 $435K 0.08% +742 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,087 shares; 2024Q1: 1,058 shares; 2024Q2: 1,088 shares; 2024Q3: 1,121 shares; 2024Q4: 1,526 shares 1,526 $422K 0.07% +405 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,124 shares; 2024Q1: 5,824 shares; 2024Q2: 6,000 shares; 2024Q3: 5,649 shares; 2024Q4: 5,985 shares 5,985 $421K 0.07% +336 Timeline XLG 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: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 13,548 shares; 2024Q2: not reported; 2024Q3: 6,127 shares; 2024Q4: 8,420 shares 8,420 $421K 0.07% +2,293 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,038 shares 1,038 $419K 0.07% new Timeline GTES GATES INDL CORP PLC More: the full row for GATES INDL CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 18,529 shares; 2024Q1: 19,512 shares; 2024Q2: 19,334 shares; 2024Q3: 19,277 shares; 2024Q4: 19,467 shares 19,467 $400K 0.07% +190 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 961 shares; 2024Q4: 1,716 shares 1,716 $399K 0.07% +755 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,911 shares; 2024Q1: 4,245 shares; 2024Q2: 4,267 shares; 2024Q3: 4,015 shares; 2024Q4: 3,438 shares 3,438 $391K 0.07% -577 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 2,238 shares; 2024Q2: 630 shares; 2024Q3: 1,608 shares; 2024Q4: 1,056 shares 1,056 $383K 0.07% -552 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: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 3,716 shares; 2024Q2: 4,445 shares; 2024Q3: 4,362 shares; 2024Q4: 4,238 shares 4,238 $383K 0.07% -124 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,977 shares; 2024Q1: 9,279 shares; 2024Q2: 9,279 shares; 2024Q3: 9,330 shares; 2024Q4: 8,685 shares 8,685 $382K 0.07% -645 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,105 shares; 2024Q1: 15,491 shares; 2024Q2: 14,974 shares; 2024Q3: 12,996 shares; 2024Q4: 18,648 shares 18,648 $374K 0.07% +5,652 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,154 shares; 2024Q1: 5,705 shares; 2024Q2: 5,790 shares; 2024Q3: 5,853 shares; 2024Q4: 6,373 shares 6,373 $367K 0.07% +520 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,808 shares; 2024Q1: 1,833 shares; 2024Q2: 1,808 shares; 2024Q3: 1,833 shares; 2024Q4: 1,562 shares 1,562 $363K 0.06% -271 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: restricted; 2023Q3: restricted; 2023Q4: 853 shares; 2024Q1: 824 shares; 2024Q2: 734 shares; 2024Q3: 693 shares; 2024Q4: 743 shares 743 $361K 0.06% +50 Timeline IWN 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: restricted; 2023Q3: restricted; 2023Q4: 2,459 shares; 2024Q1: 2,217 shares; 2024Q2: 2,222 shares; 2024Q3: 2,227 shares; 2024Q4: 2,195 shares 2,195 $360K 0.06% -32 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: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 772 shares; 2024Q4: 1,235 shares 1,235 $358K 0.06% +463 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 6,636 shares; 2024Q2: 6,817 shares; 2024Q3: 6,328 shares; 2024Q4: 6,605 shares 6,605 $352K 0.06% +277 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,176 shares 3,176 $351K 0.06% new 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: restricted; 2023Q3: restricted; 2023Q4: 32,478 shares; 2024Q1: 32,396 shares; 2024Q2: 14,154 shares; 2024Q3: 15,162 shares; 2024Q4: 15,274 shares 15,274 $348K 0.06% +112 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,757 shares 1,757 $347K 0.06% new Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,650 shares; 2024Q1: 1,762 shares; 2024Q2: 1,876 shares; 2024Q3: 1,818 shares; 2024Q4: 1,923 shares 1,923 $347K 0.06% +105 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,570 shares; 2024Q1: 2,570 shares; 2024Q2: 2,570 shares; 2024Q3: 2,570 shares; 2024Q4: 2,570 shares 2,570 $339K 0.06% 0 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 5,623 shares; 2024Q2: 6,158 shares; 2024Q3: 6,289 shares; 2024Q4: 7,755 shares 7,755 $339K 0.06% +1,466 Timeline GSEP 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: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9,673 shares 9,673 $339K 0.06% new Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 3,357 shares; 2024Q2: 3,523 shares; 2024Q3: 3,564 shares; 2024Q4: 3,815 shares 3,815 $338K 0.06% +251 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,398 shares; 2024Q1: 2,421 shares; 2024Q2: 2,548 shares; 2024Q3: 2,535 shares; 2024Q4: 2,472 shares 2,472 $337K 0.06% -63 Timeline SMARTSHEET INC. (CLASS A) SMARTSHEET INC. (CLASS A) More: the full row for SMARTSHEET INC. (CLASS A) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,987 shares; 2024Q3: 5,158 shares; 2024Q4: 6,013 shares 6,013 $337K 0.06% +855 NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,087 shares; 2024Q1: 1,948 shares; 2024Q2: 1,262 shares; 2024Q3: 1,328 shares; 2024Q4: 1,435 shares 1,435 $337K 0.06% +107 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,062 shares; 2024Q1: not reported; 2024Q2: 1,289 shares; 2024Q3: 1,303 shares; 2024Q4: 1,620 shares 1,620 $335K 0.06% +317 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 714 shares; 2024Q1: 720 shares; 2024Q2: 748 shares; 2024Q3: 753 shares; 2024Q4: 1,840 shares 1,840 $335K 0.06% +1,087 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 20,938 shares; 2024Q1: 20,938 shares; 2024Q2: 20,938 shares; 2024Q3: 20,938 shares; 2024Q4: 20,938 shares 20,938 $332K 0.06% 0 Timeline VONV 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: restricted; 2023Q3: restricted; 2023Q4: 4,055 shares; 2024Q1: 4,055 shares; 2024Q2: 4,055 shares; 2024Q3: 4,055 shares; 2024Q4: 4,055 shares 4,055 $329K 0.06% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 83 shares; 2024Q2: 4,378 shares; 2024Q3: 3,840 shares; 2024Q4: 5,280 shares 5,280 $318K 0.06% +1,440 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 13,047 shares; 2024Q4: 14,903 shares 14,903 $318K 0.06% +1,856 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: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7,319 shares; 2024Q4: 5,623 shares 5,623 $318K 0.06% -1,696 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: restricted; 2023Q3: restricted; 2023Q4: 4,578 shares; 2024Q1: 4,533 shares; 2024Q2: 4,450 shares; 2024Q3: 4,503 shares; 2024Q4: 4,514 shares 4,514 $317K 0.06% +11 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,007 shares; 2024Q1: 6,501 shares; 2024Q2: 5,907 shares; 2024Q3: 4,164 shares; 2024Q4: 3,508 shares 3,508 $316K 0.06% -656 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,853 shares; 2024Q1: 14,120 shares; 2024Q2: 14,709 shares; 2024Q3: 14,565 shares; 2024Q4: 15,641 shares 15,641 $315K 0.06% +1,076 Timeline VOX 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: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 3,799 shares; 2024Q2: 1,495 shares; 2024Q3: 3,192 shares; 2024Q4: 2,008 shares 2,008 $311K 0.06% -1,184 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,774 shares; 2024Q1: 2,899 shares; 2024Q2: not reported; 2024Q3: 2,949 shares; 2024Q4: 5,136 shares 5,136 $311K 0.06% +2,187 Timeline PNNT PENNANTPARK INVTS CORP More: the full row for PENNANTPARK INVTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 43,935 shares; 2024Q1: 43,935 shares; 2024Q2: 43,935 shares; 2024Q3: 43,935 shares; 2024Q4: 43,935 shares 43,935 $311K 0.06% 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,338 shares; 2024Q1: 6,027 shares; 2024Q2: 4,948 shares; 2024Q3: 5,058 shares; 2024Q4: 5,176 shares 5,176 $309K 0.05% +118 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,000 shares; 2024Q1: 2,768 shares; 2024Q2: 2,768 shares; 2024Q3: 2,664 shares; 2024Q4: 3,490 shares 3,490 $300K 0.05% +826 Timeline DISCOVER FINL SVCS DISCOVER FINL SVCS More: the full row for DISCOVER FINL SVCS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 1,660 shares; 2024Q2: 1,717 shares; 2024Q3: 1,707 shares; 2024Q4: 1,720 shares 1,720 $298K 0.05% +13 NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,804 shares 1,804 $286K 0.05% new Timeline IYH 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: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,885 shares; 2024Q4: 4,889 shares 4,889 $285K 0.05% +4 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,822 shares; 2024Q4: 3,325 shares 3,325 $284K 0.05% +503 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 882 shares; 2024Q2: not reported; 2024Q3: 949 shares; 2024Q4: 1,158 shares 1,158 $279K 0.05% +209 Timeline BANK OF AMER CORP 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: restricted; 2023Q3: restricted; 2023Q4: 366 shares; 2024Q1: 227 shares; 2024Q2: 227 shares; 2024Q3: 227 shares; 2024Q4: 227 shares 227 $277K 0.05% 0 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: restricted; 2023Q3: restricted; 2023Q4: 1,836 shares; 2024Q1: not reported; 2024Q2: 1,506 shares; 2024Q3: 1,578 shares; 2024Q4: 1,605 shares 1,605 $268K 0.05% +27 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,322 shares 1,322 $266K 0.05% new Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,491 shares; 2024Q4: 3,747 shares 3,747 $265K 0.05% +256 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 929 shares; 2024Q1: 1,000 shares; 2024Q2: 1,024 shares; 2024Q3: 905 shares; 2024Q4: 768 shares 768 $263K 0.05% -137 Timeline SKX SKECHERS U S A INC More: the full row for SKECHERS U S A INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,191 shares; 2024Q1: 4,275 shares; 2024Q2: 4,155 shares; 2024Q3: 4,028 shares; 2024Q4: 3,908 shares 3,908 $263K 0.05% -120 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,457 shares; 2024Q1: 1,624 shares; 2024Q2: 1,696 shares; 2024Q3: 1,646 shares; 2024Q4: 1,596 shares 1,596 $260K 0.05% -50 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 1,197 shares; 2024Q2: 1,226 shares; 2024Q3: 1,214 shares; 2024Q4: 1,133 shares 1,133 $259K 0.05% -81 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 4,719 shares; 2024Q2: 4,602 shares; 2024Q3: 4,809 shares; 2024Q4: 5,074 shares 5,074 $256K 0.05% +265 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,259 shares; 2024Q4: 1,511 shares 1,511 $255K 0.05% +252 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16,677 shares; 2024Q1: 1,917 shares; 2024Q2: 1,714 shares; 2024Q3: 1,557 shares; 2024Q4: 1,482 shares 1,482 $252K 0.04% -75 Timeline TLH 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: restricted; 2023Q3: restricted; 2023Q4: 3,583 shares; 2024Q1: 3,332 shares; 2024Q2: 3,332 shares; 2024Q3: 2,535 shares; 2024Q4: 2,535 shares 2,535 $252K 0.04% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,077 shares; 2024Q4: 3,724 shares 3,724 $251K 0.04% +647 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 1,502 shares; 2024Q2: 1,570 shares; 2024Q3: 1,620 shares; 2024Q4: 1,654 shares 1,654 $250K 0.04% +34 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,016 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,707 shares; 2024Q4: 1,709 shares 1,709 $246K 0.04% +2 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,072 shares; 2024Q1: 1,535 shares; 2024Q2: not reported; 2024Q3: 954 shares; 2024Q4: 1,064 shares 1,064 $244K 0.04% +110 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: restricted; 2023Q3: restricted; 2023Q4: 4,817 shares; 2024Q1: 7,988 shares; 2024Q2: 7,806 shares; 2024Q3: 7,944 shares; 2024Q4: 5,094 shares 5,094 $244K 0.04% -2,850 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,204 shares 4,204 $243K 0.04% new 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 25,350 shares; 2024Q1: 2,812 shares; 2024Q2: 2,873 shares; 2024Q3: 2,992 shares; 2024Q4: 2,982 shares 2,982 $241K 0.04% -10 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,205 shares 1,205 $238K 0.04% new Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 964 shares 964 $237K 0.04% new Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 4,100 shares; 2024Q2: 4,212 shares; 2024Q3: not reported; 2024Q4: 3,829 shares 3,829 $235K 0.04% new 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 649 shares; 2024Q1: 696 shares; 2024Q2: not reported; 2024Q3: 652 shares; 2024Q4: 673 shares 673 $229K 0.04% +21 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,737 shares; 2024Q1: 2,041 shares; 2024Q2: 2,334 shares; 2024Q3: 1,942 shares; 2024Q4: 1,864 shares 1,864 $229K 0.04% -78 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,173 shares; 2024Q4: 1,205 shares 1,205 $228K 0.04% +32 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,898 shares 1,898 $228K 0.04% new 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: restricted; 2023Q3: restricted; 2023Q4: 1,549 shares; 2024Q1: 1,114 shares; 2024Q2: 873 shares; 2024Q3: 858 shares; 2024Q4: 858 shares 858 $227K 0.04% 0 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,870 shares; 2024Q1: 1,972 shares; 2024Q2: 1,933 shares; 2024Q3: not reported; 2024Q4: 1,626 shares 1,626 $222K 0.04% new Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 4,489 shares; 2024Q2: 4,681 shares; 2024Q3: 4,683 shares; 2024Q4: 4,773 shares 4,773 $221K 0.04% +90 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 1,411 shares; 2024Q2: 984 shares; 2024Q3: 980 shares; 2024Q4: 929 shares 929 $218K 0.04% -51 Timeline GDEC 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: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 6,376 shares 6,376 $215K 0.04% new Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,940 shares; 2024Q1: 3,080 shares; 2024Q2: not reported; 2024Q3: 3,080 shares; 2024Q4: 3,080 shares 3,080 $213K 0.04% 0 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 28,209 shares; 2024Q2: 10,877 shares; 2024Q3: 23,468 shares; 2024Q4: 8,421 shares 8,421 $213K 0.04% -15,047 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 637 shares 637 $212K 0.04% new Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,374 shares; 2024Q4: 3,419 shares 3,419 $210K 0.04% +45 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,014 shares; 2024Q1: 9,408 shares; 2024Q2: 2,167 shares; 2024Q3: 2,326 shares; 2024Q4: 2,094 shares 2,094 $210K 0.04% -232 Timeline MGC 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: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,003 shares; 2024Q4: 988 shares 988 $210K 0.04% -15 Timeline BERRY GLOBAL GROUP INC BERRY GLOBAL GROUP INC More: the full row for BERRY GLOBAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,219 shares; 2024Q4: 3,244 shares 3,244 $210K 0.04% +25 HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 301 shares 301 $210K 0.04% new Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,043 shares 2,043 $209K 0.04% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 3,401 shares; 2024Q2: 2,596 shares; 2024Q3: not reported; 2024Q4: 2,594 shares 2,594 $207K 0.04% new Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8,239 shares 8,239 $205K 0.04% new Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,131 shares; 2024Q4: 3,787 shares 3,787 $204K 0.04% -344 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 354 shares 354 $202K 0.04% new Timeline SSO 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: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,180 shares 2,180 $202K 0.04% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,744 shares 1,744 $201K 0.04% new Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 15,499 shares 15,499 $200K 0.04% new Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,689 shares; 2024Q1: 11,239 shares; 2024Q2: 16,195 shares; 2024Q3: 15,921 shares; 2024Q4: 13,497 shares 13,497 $180K 0.03% -2,424 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 11,454 shares; 2024Q2: 11,759 shares; 2024Q3: 11,759 shares; 2024Q4: 11,759 shares 11,759 $178K 0.03% 0 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 12,756 shares 12,756 $162K 0.03% new Timeline GTM ZOOMINFO TECHNOLOGIES INC More: the full row for ZOOMINFO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 13,958 shares 13,958 $147K 0.03% new Timeline PLTK PLAYTIKA HLDG CORP More: the full row for PLAYTIKA HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 15,109 shares; 2024Q3: 12,833 shares; 2024Q4: 13,714 shares 13,714 $95.2K 0.02% +881 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 10,091 shares; 2024Q2: 15,961 shares; 2024Q3: 12,308 shares; 2024Q4: 12,059 shares 12,059 $83.3K 0.01% -249 Timeline